SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,462,363 shares; 2025Q1: 1,458,877 shares; 2025Q2: 1,465,966 shares; 2025Q3: 1,460,301 shares; 2025Q4: 1,454,774 shares 1,454,774 $47.5M 1.95% -5,527 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 166,703 shares; 2025Q1: 163,025 shares; 2025Q2: 160,104 shares; 2025Q3: 166,914 shares; 2025Q4: 163,073 shares 163,073 $44.3M 1.82% -3,841 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 115,968 shares; 2025Q1: 115,554 shares; 2025Q2: 115,338 shares; 2025Q3: 116,597 shares; 2025Q4: 116,479 shares 116,479 $36.6M 1.5% -118 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 72,841 shares; 2025Q1: 73,446 shares; 2025Q2: 74,038 shares; 2025Q3: 72,658 shares; 2025Q4: 72,351 shares 72,351 $35M 1.44% -307 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 514,663 shares; 2025Q1: 511,444 shares; 2025Q2: 513,518 shares; 2025Q3: 508,585 shares; 2025Q4: 506,824 shares 506,824 $31.7M 1.3% -1,761 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: restricted; 2024Q4: 1,221,084 shares; 2025Q1: 1,232,337 shares; 2025Q2: 1,250,086 shares; 2025Q3: 1,254,623 shares; 2025Q4: 1,284,602 shares 1,284,602 $30.9M 1.27% +29,979 Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 290,957 shares; 2025Q1: 298,859 shares; 2025Q2: 308,112 shares; 2025Q3: 316,064 shares; 2025Q4: 324,112 shares 324,112 $30M 1.23% +8,048 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 713,450 shares; 2025Q1: 724,423 shares; 2025Q2: 746,664 shares; 2025Q3: 750,112 shares; 2025Q4: 755,612 shares 755,612 $29.8M 1.23% +5,500 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 961,795 shares; 2025Q1: 973,372 shares; 2025Q2: 985,530 shares; 2025Q3: 1,001,064 shares; 2025Q4: 1,006,308 shares 1,006,308 $29.8M 1.23% +5,244 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 92,756 shares; 2025Q1: 94,432 shares; 2025Q2: 94,961 shares; 2025Q3: 93,252 shares; 2025Q4: 92,280 shares 92,280 $29.7M 1.22% -972 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 53,486 shares; 2025Q1: 53,219 shares; 2025Q2: 54,614 shares; 2025Q3: 54,957 shares; 2025Q4: 54,907 shares 54,907 $27.6M 1.14% -50 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 293,139 shares; 2025Q1: 295,581 shares; 2025Q2: 302,859 shares; 2025Q3: 303,325 shares; 2025Q4: 306,817 shares 306,817 $27.4M 1.13% +3,492 Timeline FNDC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 572,628 shares; 2025Q1: 577,140 shares; 2025Q2: 581,557 shares; 2025Q3: 581,371 shares; 2025Q4: 595,403 shares 595,403 $26.5M 1.09% +14,032 Timeline FLGB FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 724,284 shares; 2025Q1: 738,578 shares; 2025Q2: 762,225 shares; 2025Q3: 770,416 shares; 2025Q4: 780,342 shares 780,342 $26.3M 1.08% +9,926 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 53,710 shares; 2025Q1: 53,278 shares; 2025Q2: 53,109 shares; 2025Q3: 52,941 shares; 2025Q4: 52,587 shares 52,587 $24.9M 1.02% -354 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 213,087 shares; 2025Q1: 209,294 shares; 2025Q2: 206,911 shares; 2025Q3: 203,848 shares; 2025Q4: 199,648 shares 199,648 $24.6M 1.01% -4,200 Timeline MDYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 273,646 shares; 2025Q1: 275,305 shares; 2025Q2: 278,533 shares; 2025Q3: 280,082 shares; 2025Q4: 281,638 shares 281,638 $23.8M 0.98% +1,556 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 130,502 shares; 2025Q1: 131,324 shares; 2025Q2: 131,238 shares; 2025Q3: 130,069 shares; 2025Q4: 128,672 shares 128,672 $23.6M 0.97% -1,397 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 78,694 shares; 2025Q1: 79,065 shares; 2025Q2: 80,449 shares; 2025Q3: 80,183 shares; 2025Q4: 78,947 shares 78,947 $23.4M 0.96% -1,236 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 235,513 shares; 2025Q1: 237,710 shares; 2025Q2: 241,820 shares; 2025Q3: 247,057 shares; 2025Q4: 248,261 shares 248,261 $23.4M 0.96% +1,204 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: restricted; 2024Q4: 207,320 shares; 2025Q1: 203,918 shares; 2025Q2: 199,510 shares; 2025Q3: 197,897 shares; 2025Q4: 197,265 shares 197,265 $22.4M 0.92% -632 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 164,142 shares; 2025Q1: 161,730 shares; 2025Q2: 160,166 shares; 2025Q3: 158,033 shares; 2025Q4: 157,685 shares 157,685 $22.3M 0.92% -348 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 142,303 shares; 2025Q1: 142,628 shares; 2025Q2: 144,150 shares; 2025Q3: 145,260 shares; 2025Q4: 144,676 shares 144,676 $22.2M 0.91% -584 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 48,816 shares; 2025Q1: 50,348 shares; 2025Q2: 53,786 shares; 2025Q3: 55,988 shares; 2025Q4: 56,594 shares 56,594 $22M 0.91% +606 Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 474,197 shares; 2025Q1: 474,624 shares; 2025Q2: 470,749 shares; 2025Q3: 468,694 shares; 2025Q4: 478,110 shares 478,110 $21.8M 0.9% +9,416 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 193,015 shares; 2025Q1: 191,106 shares; 2025Q2: 197,256 shares; 2025Q3: 199,058 shares; 2025Q4: 198,722 shares 198,722 $21.2M 0.87% -336 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,882 shares; 2025Q1: 16,954 shares; 2025Q2: 17,760 shares; 2025Q3: 17,691 shares; 2025Q4: 17,225 shares 17,225 $20.9M 0.86% -466 Timeline HLI HOULIHAN LOKEY INC More: the full row for HOULIHAN LOKEY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 123,843 shares; 2025Q1: 120,262 shares; 2025Q2: 119,440 shares; 2025Q3: 118,985 shares; 2025Q4: 118,845 shares 118,845 $20.7M 0.85% -140 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 55,814 shares; 2025Q1: 55,704 shares; 2025Q2: 55,856 shares; 2025Q3: 55,738 shares; 2025Q4: 55,599 shares 55,599 $20.6M 0.85% -139 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 99,978 shares; 2025Q1: 98,533 shares; 2025Q2: 97,933 shares; 2025Q3: 96,875 shares; 2025Q4: 96,773 shares 96,773 $20.5M 0.84% -102 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 36,562 shares; 2025Q1: 36,758 shares; 2025Q2: 36,332 shares; 2025Q3: 34,360 shares; 2025Q4: 32,953 shares 32,953 $20.2M 0.83% -1,407 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 30,774 shares; 2025Q1: 31,360 shares; 2025Q2: 32,000 shares; 2025Q3: 32,162 shares; 2025Q4: 32,529 shares 32,529 $19.7M 0.81% +367 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 37,039 shares; 2025Q1: 36,703 shares; 2025Q2: 37,203 shares; 2025Q3: 37,090 shares; 2025Q4: 36,858 shares 36,858 $18.8M 0.77% -232 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 91,180 shares; 2025Q1: 90,259 shares; 2025Q2: 89,758 shares; 2025Q3: 89,074 shares; 2025Q4: 88,681 shares 88,681 $18.7M 0.77% -393 Timeline ESE ESCO TECHNOLOGIES INC More: the full row for ESCO TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 104,423 shares; 2025Q1: 101,892 shares; 2025Q2: 98,683 shares; 2025Q3: 96,951 shares; 2025Q4: 95,334 shares 95,334 $18.6M 0.77% -1,617 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 79,147 shares; 2025Q1: 78,550 shares; 2025Q2: 77,827 shares; 2025Q3: 77,681 shares; 2025Q4: 77,489 shares 77,489 $18.6M 0.76% -192 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 31,709 shares; 2025Q1: 32,687 shares; 2025Q2: 34,424 shares; 2025Q3: 35,365 shares; 2025Q4: 36,111 shares 36,111 $18.4M 0.76% +746 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 173,736 shares; 2025Q1: 171,753 shares; 2025Q2: 168,340 shares; 2025Q3: 160,647 shares; 2025Q4: 159,039 shares 159,039 $17.7M 0.73% -1,608 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 97,666 shares; 2025Q1: 98,221 shares; 2025Q2: 98,805 shares; 2025Q3: 93,628 shares; 2025Q4: 90,784 shares 90,784 $17.7M 0.73% -2,844 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 133,504 shares; 2025Q1: 149,023 shares; 2025Q2: 159,143 shares; 2025Q3: 167,862 shares; 2025Q4: 175,489 shares 175,489 $17M 0.7% +7,627 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 59,298 shares; 2025Q1: 61,484 shares; 2025Q2: 64,150 shares; 2025Q3: 66,237 shares; 2025Q4: 67,060 shares 67,060 $17M 0.7% +823 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 63,387 shares; 2025Q1: 68,300 shares; 2025Q2: 74,327 shares; 2025Q3: 79,344 shares; 2025Q4: 81,328 shares 81,328 $16.7M 0.69% +1,984 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 23,920 shares; 2025Q1: 24,180 shares; 2025Q2: 24,456 shares; 2025Q3: 24,419 shares; 2025Q4: 24,946 shares 24,946 $16.5M 0.68% +527 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 54,467 shares; 2025Q1: 52,401 shares; 2025Q2: 51,720 shares; 2025Q3: 31,764 shares; 2025Q4: 29,825 shares 29,825 $16.4M 0.68% -1,939 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 173,392 shares; 2025Q1: 174,495 shares; 2025Q2: 177,470 shares; 2025Q3: 178,809 shares; 2025Q4: 180,076 shares 180,076 $16.4M 0.67% +1,267 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,457 shares; 2025Q1: 17,528 shares; 2025Q2: 18,145 shares; 2025Q3: 18,576 shares; 2025Q4: 18,708 shares 18,708 $15.3M 0.63% +132 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,855 shares; 2025Q1: 16,010 shares; 2025Q2: 17,362 shares; 2025Q3: 18,129 shares; 2025Q4: 18,912 shares 18,912 $15.3M 0.63% +783 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: restricted; 2024Q4: 50,738 shares; 2025Q1: 51,971 shares; 2025Q2: 53,201 shares; 2025Q3: 53,171 shares; 2025Q4: 52,470 shares 52,470 $15.2M 0.63% -701 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 189,182 shares; 2025Q1: 195,034 shares; 2025Q2: 196,667 shares; 2025Q3: 195,284 shares; 2025Q4: 192,917 shares 192,917 $14.9M 0.61% -2,367 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: restricted; 2024Q4: 86,304 shares; 2025Q1: 90,141 shares; 2025Q2: 93,366 shares; 2025Q3: 96,621 shares; 2025Q4: 98,512 shares 98,512 $14.7M 0.6% +1,891 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,297 shares; 2025Q1: 16,441 shares; 2025Q2: 16,751 shares; 2025Q3: 16,672 shares; 2025Q4: 16,695 shares 16,695 $14.7M 0.6% +23 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 37,618 shares; 2025Q1: 37,286 shares; 2025Q2: 38,010 shares; 2025Q3: 39,153 shares; 2025Q4: 40,461 shares 40,461 $14.2M 0.58% +1,308 Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 63,252 shares; 2025Q1: 64,200 shares; 2025Q2: 60,517 shares; 2025Q3: 57,936 shares; 2025Q4: 57,016 shares 57,016 $13.7M 0.56% -920 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 47,083 shares; 2025Q1: 48,297 shares; 2025Q2: 48,696 shares; 2025Q3: 49,028 shares; 2025Q4: 50,454 shares 50,454 $13.7M 0.56% +1,426 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 146,669 shares; 2025Q1: 143,956 shares; 2025Q2: 142,933 shares; 2025Q3: 142,029 shares; 2025Q4: 140,677 shares 140,677 $13.6M 0.56% -1,352 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 109,282 shares; 2025Q1: 106,554 shares; 2025Q2: 106,052 shares; 2025Q3: 104,948 shares; 2025Q4: 103,497 shares 103,497 $13.6M 0.56% -1,451 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 82,201 shares; 2025Q1: 88,514 shares; 2025Q2: 95,130 shares; 2025Q3: 98,994 shares; 2025Q4: 100,905 shares 100,905 $13.4M 0.55% +1,911 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,300 shares; 2025Q1: 18,352 shares; 2025Q2: 19,416 shares; 2025Q3: 20,222 shares; 2025Q4: 21,039 shares 21,039 $13.1M 0.54% +817 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 47,168 shares; 2025Q1: 51,093 shares; 2025Q2: 54,090 shares; 2025Q3: 56,071 shares; 2025Q4: 57,856 shares 57,856 $12.9M 0.53% +1,785 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 213,089 shares; 2025Q1: 214,779 shares; 2025Q2: 221,815 shares; 2025Q3: 228,330 shares; 2025Q4: 226,659 shares 226,659 $12.9M 0.53% -1,671 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 57,466 shares; 2025Q1: 57,372 shares; 2025Q2: 57,254 shares; 2025Q3: 56,700 shares; 2025Q4: 56,299 shares 56,299 $12.8M 0.53% -401 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 45,105 shares; 2025Q1: 45,106 shares; 2025Q2: 44,680 shares; 2025Q3: 44,997 shares; 2025Q4: 45,616 shares 45,616 $12.7M 0.52% +619 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 179,414 shares; 2025Q1: 182,633 shares; 2025Q2: 184,111 shares; 2025Q3: 180,135 shares; 2025Q4: 178,992 shares 178,992 $12.6M 0.52% -1,143 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 86,716 shares; 2025Q1: 87,798 shares; 2025Q2: 87,344 shares; 2025Q3: 86,777 shares; 2025Q4: 86,169 shares 86,169 $12.3M 0.51% -608 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 35,029 shares; 2025Q1: 35,036 shares; 2025Q2: 34,855 shares; 2025Q3: 34,815 shares; 2025Q4: 35,189 shares 35,189 $12.3M 0.51% +374 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 339,453 shares; 2025Q1: 341,963 shares; 2025Q2: 334,377 shares; 2025Q3: 338,246 shares; 2025Q4: 340,028 shares 340,028 $12.3M 0.51% +1,782 Timeline SSNC SS&C TECH HLDGS More: the full row for SS&C TECH HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 134,931 shares; 2025Q1: 138,957 shares; 2025Q2: 141,931 shares; 2025Q3: 140,865 shares; 2025Q4: 139,846 shares 139,846 $12.2M 0.5% -1,019 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 30,864 shares; 2025Q1: 31,806 shares; 2025Q2: 32,604 shares; 2025Q3: 37,278 shares; 2025Q4: 41,025 shares 41,025 $12M 0.5% +3,747 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 122,020 shares; 2025Q1: 120,859 shares; 2025Q2: 117,049 shares; 2025Q3: 113,610 shares; 2025Q4: 113,997 shares 113,997 $12M 0.49% +387 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 64,382 shares; 2025Q1: 63,078 shares; 2025Q2: 62,180 shares; 2025Q3: 61,252 shares; 2025Q4: 59,149 shares 59,149 $12M 0.49% -2,103 Timeline PLXS PLEXUS CORP More: the full row for PLEXUS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 84,023 shares; 2025Q1: 82,370 shares; 2025Q2: 81,684 shares; 2025Q3: 81,507 shares; 2025Q4: 81,230 shares 81,230 $11.9M 0.49% -277 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 54,704 shares; 2025Q1: 55,026 shares; 2025Q2: 55,779 shares; 2025Q3: 56,183 shares; 2025Q4: 57,615 shares 57,615 $11.9M 0.49% +1,432 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: restricted; 2024Q4: 120,470 shares; 2025Q1: 121,239 shares; 2025Q2: 117,643 shares; 2025Q3: 113,464 shares; 2025Q4: 110,736 shares 110,736 $11.9M 0.49% -2,728 Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 22,067 shares; 2025Q1: 21,842 shares; 2025Q2: 21,680 shares; 2025Q3: 21,782 shares; 2025Q4: 21,748 shares 21,748 $11.6M 0.48% -34 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 55,647 shares; 2025Q1: 56,536 shares; 2025Q2: 56,668 shares; 2025Q3: 55,734 shares; 2025Q4: 55,326 shares 55,326 $11.4M 0.47% -408 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,815 shares; 2025Q1: 16,792 shares; 2025Q2: 17,406 shares; 2025Q3: 17,465 shares; 2025Q4: 17,208 shares 17,208 $11.4M 0.47% -257 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 71,283 shares; 2025Q1: 67,605 shares; 2025Q2: 76,831 shares; 2025Q3: 78,019 shares; 2025Q4: 77,671 shares 77,671 $10.5M 0.43% -348 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: restricted; 2024Q4: 18,151 shares; 2025Q1: 18,596 shares; 2025Q2: 18,837 shares; 2025Q3: 19,244 shares; 2025Q4: 19,144 shares 19,144 $9.77M 0.4% -100 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20,516 shares; 2025Q1: 19,934 shares; 2025Q2: 21,026 shares; 2025Q3: 20,926 shares; 2025Q4: 20,732 shares 20,732 $9.74M 0.4% -194 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 144,373 shares; 2025Q1: 155,250 shares; 2025Q2: 169,728 shares; 2025Q3: 180,223 shares; 2025Q4: 192,289 shares 192,289 $9.62M 0.4% +12,066 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 25,994 shares; 2025Q1: 26,315 shares; 2025Q2: 26,475 shares; 2025Q3: 26,635 shares; 2025Q4: 26,518 shares 26,518 $9.36M 0.38% -117 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 79,508 shares; 2025Q1: 78,944 shares; 2025Q2: 78,469 shares; 2025Q3: 77,429 shares; 2025Q4: 77,853 shares 77,853 $9.36M 0.38% +424 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 50,954 shares; 2025Q1: 52,429 shares; 2025Q2: 52,400 shares; 2025Q3: 53,339 shares; 2025Q4: 53,407 shares 53,407 $9.27M 0.38% +68 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 27,246 shares; 2025Q1: 27,410 shares; 2025Q2: 27,324 shares; 2025Q3: 27,038 shares; 2025Q4: 26,868 shares 26,868 $9.26M 0.38% -170 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 21,787 shares; 2025Q1: 25,172 shares; 2025Q2: 29,104 shares; 2025Q3: 34,854 shares; 2025Q4: 35,755 shares 35,755 $9.19M 0.38% +901 Timeline EXLS EXLSERVICE HLDGS INC More: the full row for EXLSERVICE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 193,084 shares; 2025Q1: 193,733 shares; 2025Q2: 211,530 shares; 2025Q3: 215,137 shares; 2025Q4: 215,979 shares 215,979 $9.17M 0.38% +842 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 19,235 shares; 2025Q1: 19,020 shares; 2025Q2: 18,834 shares; 2025Q3: 18,787 shares; 2025Q4: 18,810 shares 18,810 $9.04M 0.37% +23 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 414 shares; 2025Q1: 414 shares; 2025Q2: 414 shares; 2025Q3: 414 shares; 2025Q4: 20,265 shares 20,265 $9.02M 0.37% +19,851 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,481 shares; 2025Q1: 1,498 shares; 2025Q2: 1,593 shares; 2025Q3: 1,637 shares; 2025Q4: 1,675 shares 1,675 $8.97M 0.37% +38 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,584 shares; 2025Q1: 11,449 shares; 2025Q2: 11,333 shares; 2025Q3: 10,908 shares; 2025Q4: 10,381 shares 10,381 $8.95M 0.37% -527 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 29,561 shares; 2025Q1: 30,236 shares; 2025Q2: 30,574 shares; 2025Q3: 30,892 shares; 2025Q4: 30,819 shares 30,819 $8.9M 0.37% -73 Timeline PLUS EPLUS INC More: the full row for EPLUS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 103,342 shares; 2025Q1: 100,683 shares; 2025Q2: 100,113 shares; 2025Q3: 100,219 shares; 2025Q4: 100,657 shares 100,657 $8.83M 0.36% +438 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 26,486 shares; 2025Q1: 27,344 shares; 2025Q2: 27,495 shares; 2025Q3: 26,882 shares; 2025Q4: 26,854 shares 26,854 $8.79M 0.36% -28 Timeline CSGS CSG SYS INTL INC More: the full row for CSG SYS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 113,333 shares; 2025Q1: 114,576 shares; 2025Q2: 114,610 shares; 2025Q3: 115,211 shares; 2025Q4: 114,286 shares 114,286 $8.76M 0.36% -925 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: restricted; 2024Q4: 37,074 shares; 2025Q1: 38,769 shares; 2025Q2: 37,074 shares; 2025Q3: 35,567 shares; 2025Q4: 34,741 shares 34,741 $8.72M 0.36% -826 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 64,515 shares; 2025Q1: 67,224 shares; 2025Q2: 68,449 shares; 2025Q3: 69,978 shares; 2025Q4: 72,072 shares 72,072 $8.67M 0.36% +2,094 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20,420 shares; 2025Q1: 23,114 shares; 2025Q2: 27,350 shares; 2025Q3: 30,573 shares; 2025Q4: 31,700 shares 31,700 $8.66M 0.36% +1,127 Timeline LFUS LITTELFUSE INC More: the full row for LITTELFUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 38,332 shares; 2025Q1: 37,602 shares; 2025Q2: 33,501 shares; 2025Q3: 33,680 shares; 2025Q4: 34,050 shares 34,050 $8.61M 0.35% +370 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 40,469 shares; 2025Q1: 39,062 shares; 2025Q2: 40,146 shares; 2025Q3: 39,122 shares; 2025Q4: 38,659 shares 38,659 $8.61M 0.35% -463 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 132,069 shares; 2025Q1: 131,958 shares; 2025Q2: 131,684 shares; 2025Q3: 130,523 shares; 2025Q4: 130,261 shares 130,261 $8.6M 0.35% -262 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 57,268 shares; 2025Q1: 59,695 shares; 2025Q2: 62,787 shares; 2025Q3: 62,216 shares; 2025Q4: 62,091 shares 62,091 $8.56M 0.35% -125 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 69,089 shares; 2025Q1: 70,940 shares; 2025Q2: 72,078 shares; 2025Q3: 73,570 shares; 2025Q4: 74,506 shares 74,506 $8.48M 0.35% +936 Timeline OSIS OSI SYSTEMS INC More: the full row for OSI SYSTEMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 29,916 shares; 2025Q1: 31,628 shares; 2025Q2: 32,126 shares; 2025Q3: 32,752 shares; 2025Q4: 32,962 shares 32,962 $8.41M 0.35% +210 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: restricted; 2024Q4: 102,932 shares; 2025Q1: 103,993 shares; 2025Q2: 104,189 shares; 2025Q3: 102,629 shares; 2025Q4: 103,346 shares 103,346 $8.32M 0.34% +717 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 22,703 shares; 2025Q1: 23,490 shares; 2025Q2: 23,818 shares; 2025Q3: 21,621 shares; 2025Q4: 21,530 shares 21,530 $8.18M 0.34% -91 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 22,227 shares; 2025Q1: 23,243 shares; 2025Q2: 23,732 shares; 2025Q3: 24,101 shares; 2025Q4: 24,189 shares 24,189 $8.14M 0.33% +88 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 27,093 shares; 2025Q1: 26,703 shares; 2025Q2: 26,540 shares; 2025Q3: 26,656 shares; 2025Q4: 26,937 shares 26,937 $8.14M 0.33% +281 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 65,768 shares; 2025Q1: 64,481 shares; 2025Q2: 56,808 shares; 2025Q3: 56,548 shares; 2025Q4: 56,068 shares 56,068 $8.05M 0.33% -480 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 30,364 shares; 2025Q1: 30,491 shares; 2025Q2: 30,652 shares; 2025Q3: 30,782 shares; 2025Q4: 31,035 shares 31,035 $7.98M 0.33% +253 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 60,686 shares; 2025Q1: 59,815 shares; 2025Q2: 59,369 shares; 2025Q3: 58,422 shares; 2025Q4: 58,268 shares 58,268 $7.98M 0.33% -154 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,499 shares; 2025Q1: 13,656 shares; 2025Q2: 14,275 shares; 2025Q3: 14,823 shares; 2025Q4: 15,253 shares 15,253 $7.97M 0.33% +430 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 37,584 shares; 2025Q1: 38,830 shares; 2025Q2: 39,771 shares; 2025Q3: 39,219 shares; 2025Q4: 38,312 shares 38,312 $7.87M 0.32% -907 Timeline TXRH TEXAS ROADHOUSE INC More: the full row for TEXAS ROADHOUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 47,531 shares; 2025Q1: 45,508 shares; 2025Q2: 46,229 shares; 2025Q3: 46,903 shares; 2025Q4: 47,284 shares 47,284 $7.85M 0.32% +381 Timeline TTEK TETRA TECH INC NEW More: the full row for TETRA TECH INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 195,681 shares; 2025Q1: 207,351 shares; 2025Q2: 221,022 shares; 2025Q3: 230,591 shares; 2025Q4: 232,354 shares 232,354 $7.79M 0.32% +1,763 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 70,041 shares; 2025Q4: 96,928 shares 96,928 $7.73M 0.32% +26,887 Timeline UHS UNIVERSAL HLTH SVCS INC More: the full row for UNIVERSAL HLTH SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 35,215 shares; 2025Q1: 35,111 shares; 2025Q2: 35,278 shares; 2025Q3: 35,347 shares; 2025Q4: 35,433 shares 35,433 $7.73M 0.32% +86 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 26,354 shares; 2025Q1: 25,850 shares; 2025Q2: 26,096 shares; 2025Q3: 25,939 shares; 2025Q4: 24,663 shares 24,663 $7.72M 0.32% -1,276 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: restricted; 2024Q4: 61,741 shares; 2025Q1: 70,526 shares; 2025Q2: 69,420 shares; 2025Q3: 69,115 shares; 2025Q4: 69,867 shares 69,867 $7.65M 0.31% +752 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 131,299 shares; 2025Q1: 133,600 shares; 2025Q2: 137,217 shares; 2025Q3: 137,598 shares; 2025Q4: 138,564 shares 138,564 $7.62M 0.31% +966 Timeline MKSI MKS INC. More: the full row for MKS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 47,135 shares; 2025Q1: 47,194 shares; 2025Q2: 45,683 shares; 2025Q3: 46,184 shares; 2025Q4: 47,561 shares 47,561 $7.6M 0.31% +1,377 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,420 shares; 2025Q1: 3,477 shares; 2025Q2: 3,513 shares; 2025Q3: 3,468 shares; 2025Q4: 3,463 shares 3,463 $7.45M 0.31% -5 Timeline EWU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 191,737 shares; 2025Q1: 179,769 shares; 2025Q2: 178,603 shares; 2025Q3: 169,502 shares; 2025Q4: 168,430 shares 168,430 $7.41M 0.3% -1,072 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 65,159 shares; 2025Q1: 67,719 shares; 2025Q2: 68,390 shares; 2025Q3: 70,071 shares; 2025Q4: 73,690 shares 73,690 $7.36M 0.3% +3,619 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 38,540 shares; 2025Q1: 39,463 shares; 2025Q2: 39,274 shares; 2025Q3: 39,305 shares; 2025Q4: 44,580 shares 44,580 $7.22M 0.3% +5,275 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 25,517 shares; 2025Q1: 25,844 shares; 2025Q2: 25,930 shares; 2025Q3: 25,788 shares; 2025Q4: 25,872 shares 25,872 $7.12M 0.29% +84 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 28 shares; 2025Q1: 10,906 shares; 2025Q2: 23,188 shares; 2025Q3: 23,652 shares; 2025Q4: 24,534 shares 24,534 $7.12M 0.29% +882 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 240,125 shares; 2025Q1: 241,248 shares; 2025Q2: 231,178 shares; 2025Q3: 215,861 shares; 2025Q4: 79,151 shares 79,151 $6.93M 0.29% -136,710 Timeline IMCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 84,685 shares; 2025Q1: 83,472 shares; 2025Q2: 83,380 shares; 2025Q3: 83,155 shares; 2025Q4: 82,675 shares 82,675 $6.81M 0.28% -480 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 28,167 shares; 2025Q1: 29,008 shares; 2025Q2: 28,665 shares; 2025Q3: 28,656 shares; 2025Q4: 27,178 shares 27,178 $6.71M 0.28% -1,478 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 38,172 shares; 2025Q1: 40,164 shares; 2025Q2: 40,502 shares; 2025Q3: 39,255 shares; 2025Q4: 38,486 shares 38,486 $6.68M 0.27% -769 Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,076 shares; 2025Q4: 25,569 shares 25,569 $6.45M 0.27% +13,493 Timeline FELE FRANKLIN ELEC INC More: the full row for FRANKLIN ELEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 62,165 shares; 2025Q1: 64,456 shares; 2025Q2: 61,044 shares; 2025Q3: 62,980 shares; 2025Q4: 63,488 shares 63,488 $6.06M 0.25% +508 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: restricted; 2024Q4: 69,784 shares; 2025Q1: 77,942 shares; 2025Q2: 80,072 shares; 2025Q3: 74,742 shares; 2025Q4: 71,823 shares 71,823 $5.96M 0.25% -2,919 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: restricted; 2024Q4: 32,597 shares; 2025Q1: 33,713 shares; 2025Q2: 40,196 shares; 2025Q3: 42,408 shares; 2025Q4: 47,104 shares 47,104 $5.92M 0.24% +4,696 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 21,213 shares; 2025Q1: 21,745 shares; 2025Q2: 21,730 shares; 2025Q3: 21,390 shares; 2025Q4: 22,047 shares 22,047 $5.92M 0.24% +657 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 47,597 shares; 2025Q1: 48,120 shares; 2025Q2: 48,688 shares; 2025Q3: 47,700 shares; 2025Q4: 47,738 shares 47,738 $5.87M 0.24% +38 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 874 shares; 2025Q1: 815 shares; 2025Q2: 1,032 shares; 2025Q3: 1,033 shares; 2025Q4: 25,970 shares 25,970 $5.71M 0.23% +24,937 Timeline ATR APTARGROUP INC More: the full row for APTARGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 47,384 shares; 2025Q1: 46,472 shares; 2025Q2: 46,640 shares; 2025Q3: 46,477 shares; 2025Q4: 46,223 shares 46,223 $5.64M 0.23% -254 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 34,379 shares; 2025Q1: 37,033 shares; 2025Q2: 35,814 shares; 2025Q3: 36,223 shares; 2025Q4: 35,959 shares 35,959 $5.48M 0.23% -264 Timeline LSTR LANDSTAR SYS INC More: the full row for LANDSTAR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 60,452 shares; 2025Q1: 55,117 shares; 2025Q2: 45,236 shares; 2025Q3: 39,905 shares; 2025Q4: 37,426 shares 37,426 $5.38M 0.22% -2,479 Timeline UMBF UMB FINL CORP More: the full row for UMB FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 44,490 shares; 2025Q1: 44,538 shares; 2025Q2: 45,245 shares; 2025Q3: 45,887 shares; 2025Q4: 46,745 shares 46,745 $5.38M 0.22% +858 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,446 shares; 2025Q1: 15,098 shares; 2025Q2: 15,170 shares; 2025Q3: 15,203 shares; 2025Q4: 15,528 shares 15,528 $5.34M 0.22% +325 Timeline PBH PRESTIGE CONSMR HEALTHCARE I More: the full row for PRESTIGE CONSMR HEALTHCARE I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 87,159 shares; 2025Q1: 85,719 shares; 2025Q2: 85,991 shares; 2025Q3: 86,068 shares; 2025Q4: 86,576 shares 86,576 $5.34M 0.22% +508 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,670 shares; 2025Q1: 4,789 shares; 2025Q2: 4,907 shares; 2025Q3: 4,930 shares; 2025Q4: 4,981 shares 4,981 $5.33M 0.22% +51 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 54,158 shares; 2025Q1: 56,835 shares; 2025Q2: 63,311 shares; 2025Q3: 65,519 shares; 2025Q4: 66,152 shares 66,152 $5.25M 0.22% +633 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,146 shares; 2025Q1: 15,332 shares; 2025Q2: 16,028 shares; 2025Q3: 15,456 shares; 2025Q4: 14,624 shares 14,624 $5.12M 0.21% -832 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,517 shares; 2025Q1: 18,382 shares; 2025Q2: 17,983 shares; 2025Q3: 17,776 shares; 2025Q4: 17,647 shares 17,647 $5M 0.21% -129 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 86,197 shares; 2025Q1: 88,101 shares; 2025Q2: 90,815 shares; 2025Q3: 91,906 shares; 2025Q4: 91,870 shares 91,870 $4.9M 0.2% -36 Timeline SLGN SILGAN HLDGS INC More: the full row for SILGAN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 122,243 shares; 2025Q1: 123,252 shares; 2025Q2: 126,060 shares; 2025Q3: 127,956 shares; 2025Q4: 120,906 shares 120,906 $4.88M 0.2% -7,050 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,433 shares; 2025Q1: 17,381 shares; 2025Q2: 15,246 shares; 2025Q3: 14,572 shares; 2025Q4: 14,682 shares 14,682 $4.85M 0.2% +110 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,597 shares; 2025Q1: 8,586 shares; 2025Q2: 8,160 shares; 2025Q3: 8,329 shares; 2025Q4: 8,475 shares 8,475 $4.84M 0.2% +146 Timeline DCI DONALDSON INC More: the full row for DONALDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 47,055 shares; 2025Q1: 49,566 shares; 2025Q2: 52,439 shares; 2025Q3: 53,062 shares; 2025Q4: 54,251 shares 54,251 $4.81M 0.2% +1,189 Timeline IGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 63,345 shares; 2025Q1: 60,234 shares; 2025Q2: 60,254 shares; 2025Q3: 59,667 shares; 2025Q4: 56,821 shares 56,821 $4.7M 0.19% -2,846 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 60,353 shares; 2025Q1: 59,692 shares; 2025Q2: 59,094 shares; 2025Q3: 58,642 shares; 2025Q4: 57,362 shares 57,362 $4.7M 0.19% -1,280 Timeline ZBRA ZEBRA TECHNOLOGIES CORPORATI More: the full row for ZEBRA TECHNOLOGIES CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 19,352 shares; 2025Q1: 19,944 shares; 2025Q2: 19,965 shares; 2025Q3: 19,970 shares; 2025Q4: 19,283 shares 19,283 $4.68M 0.19% -687 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 46,301 shares; 2025Q1: 47,458 shares; 2025Q2: 47,973 shares; 2025Q3: 48,131 shares; 2025Q4: 47,999 shares 47,999 $4.61M 0.19% -132 Timeline AIZ ASSURANT INC More: the full row for ASSURANT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,816 shares; 2025Q1: 18,010 shares; 2025Q2: 18,172 shares; 2025Q3: 18,329 shares; 2025Q4: 18,751 shares 18,751 $4.52M 0.19% +422 Timeline DVA DAVITA INC More: the full row for DAVITA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 44,083 shares; 2025Q1: 41,937 shares; 2025Q2: 40,732 shares; 2025Q3: 40,210 shares; 2025Q4: 39,738 shares 39,738 $4.51M 0.19% -472 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 160,045 shares; 2025Q1: 163,623 shares; 2025Q2: 162,278 shares; 2025Q3: 158,092 shares; 2025Q4: 157,569 shares 157,569 $4.27M 0.18% -523 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: restricted; 2024Q4: 65,758 shares; 2025Q1: 66,996 shares; 2025Q2: 60,802 shares; 2025Q3: 54,681 shares; 2025Q4: 51,650 shares 51,650 $4.17M 0.17% -3,031 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,205 shares; 2025Q1: 1,205 shares; 2025Q2: 14,186 shares; 2025Q3: 23,735 shares; 2025Q4: 25,990 shares 25,990 $4.14M 0.17% +2,255 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,288 shares; 2025Q1: 13,302 shares; 2025Q2: 14,155 shares; 2025Q3: 12,351 shares; 2025Q4: 11,580 shares 11,580 $4.06M 0.17% -771 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 230 shares; 2025Q1: 230 shares; 2025Q2: 49,493 shares; 2025Q3: 90,601 shares; 2025Q4: 20,840 shares 20,840 $4.03M 0.17% -69,761 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: restricted; 2024Q4: 55,739 shares; 2025Q1: 55,142 shares; 2025Q2: 55,207 shares; 2025Q3: 52,449 shares; 2025Q4: 52,754 shares 52,754 $3.99M 0.16% +305 Timeline UUUU ENERGY FUELS INC More: the full row for ENERGY FUELS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 253,782 shares; 2025Q1: 272,819 shares; 2025Q2: 272,819 shares; 2025Q3: 272,819 shares; 2025Q4: 272,819 shares 272,819 $3.97M 0.16% 0 Timeline FCN FTI CONSULTING INC More: the full row for FTI CONSULTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 26,129 shares; 2025Q1: 25,415 shares; 2025Q2: 24,299 shares; 2025Q3: 23,132 shares; 2025Q4: 23,045 shares 23,045 $3.94M 0.16% -87 Timeline CPAY CORPAY INC More: the full row for CORPAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,410 shares; 2025Q1: 9,265 shares; 2025Q2: 10,151 shares; 2025Q3: 11,589 shares; 2025Q4: 12,990 shares 12,990 $3.91M 0.16% +1,401 Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,560 shares; 2025Q4: 8,888 shares 8,888 $3.7M 0.15% +6,328 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,176 shares; 2025Q1: 5,714 shares; 2025Q2: 7,096 shares; 2025Q3: 7,395 shares; 2025Q4: 7,622 shares 7,622 $3.69M 0.15% +227 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 28,532 shares; 2025Q1: 29,491 shares; 2025Q2: 29,713 shares; 2025Q3: 29,319 shares; 2025Q4: 29,411 shares 29,411 $3.68M 0.15% +92 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,257 shares; 2025Q1: 5,561 shares; 2025Q2: 5,837 shares; 2025Q3: 5,803 shares; 2025Q4: 5,837 shares 5,837 $3.66M 0.15% +34 Timeline GIB CGI INC More: the full row for CGI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 44,656 shares; 2025Q1: 47,426 shares; 2025Q2: 49,187 shares; 2025Q3: 43,953 shares; 2025Q4: 39,292 shares 39,292 $3.63M 0.15% -4,661 Timeline KAI KADANT INC More: the full row for KADANT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,448 shares; 2025Q1: 13,784 shares; 2025Q2: 13,430 shares; 2025Q3: 13,230 shares; 2025Q4: 12,706 shares 12,706 $3.62M 0.15% -524 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: restricted; 2024Q4: 38,537 shares; 2025Q1: 36,859 shares; 2025Q2: 36,223 shares; 2025Q3: 36,757 shares; 2025Q4: 36,739 shares 36,739 $3.59M 0.15% -18 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,399 shares; 2025Q1: 7,193 shares; 2025Q2: 7,214 shares; 2025Q3: 7,068 shares; 2025Q4: 7,297 shares 7,297 $3.56M 0.15% +229 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: restricted; 2024Q4: 95,786 shares; 2025Q1: 90,712 shares; 2025Q2: 82,893 shares; 2025Q3: 86,871 shares; 2025Q4: 89,802 shares 89,802 $3.55M 0.15% +2,931 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,287 shares; 2025Q1: 6,790 shares; 2025Q2: 5,582 shares; 2025Q3: 5,654 shares; 2025Q4: 5,948 shares 5,948 $3.45M 0.14% +294 Timeline PKW INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 27,610 shares; 2025Q1: 27,009 shares; 2025Q2: 25,925 shares; 2025Q3: 25,681 shares; 2025Q4: 25,643 shares 25,643 $3.44M 0.14% -38 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,475 shares; 2025Q1: 11,472 shares; 2025Q2: 11,136 shares; 2025Q3: 11,146 shares; 2025Q4: 11,098 shares 11,098 $3.44M 0.14% -48 Timeline MSM MSC INDL DIRECT INC More: the full row for MSC INDL DIRECT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 29,666 shares; 2025Q1: 31,029 shares; 2025Q2: 35,448 shares; 2025Q3: 38,367 shares; 2025Q4: 40,825 shares 40,825 $3.43M 0.14% +2,458 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: restricted; 2024Q4: 49,265 shares; 2025Q1: 57,780 shares; 2025Q2: 65,504 shares; 2025Q3: 62,876 shares; 2025Q4: 61,663 shares 61,663 $3.37M 0.14% -1,213 Timeline PRGS PROGRESS SOFTWARE CORP More: the full row for PROGRESS SOFTWARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 104,572 shares; 2025Q1: 106,989 shares; 2025Q2: 116,501 shares; 2025Q3: 95,251 shares; 2025Q4: 78,268 shares 78,268 $3.36M 0.14% -16,983 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: restricted; 2024Q4: 169,527 shares; 2025Q1: 182,310 shares; 2025Q2: 189,065 shares; 2025Q3: 191,421 shares; 2025Q4: 190,215 shares 190,215 $3.3M 0.14% -1,206 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,532 shares; 2025Q1: 8,872 shares; 2025Q2: 8,841 shares; 2025Q3: 8,816 shares; 2025Q4: 8,792 shares 8,792 $3.28M 0.14% -24 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 125,463 shares; 2025Q1: 123,235 shares; 2025Q2: 123,130 shares; 2025Q3: 120,276 shares; 2025Q4: 109,816 shares 109,816 $3.28M 0.13% -10,460 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 31,965 shares; 2025Q1: 32,922 shares; 2025Q2: 33,462 shares; 2025Q3: 33,880 shares; 2025Q4: 34,311 shares 34,311 $3.2M 0.13% +431 Timeline ESNT ESSENT GROUP LTD More: the full row for ESSENT GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 49,148 shares; 2025Q1: 47,746 shares; 2025Q2: 47,733 shares; 2025Q3: 48,366 shares; 2025Q4: 49,080 shares 49,080 $3.19M 0.13% +714 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,552 shares; 2025Q1: 4,636 shares; 2025Q2: 4,483 shares; 2025Q3: 4,486 shares; 2025Q4: 4,620 shares 4,620 $3.16M 0.13% +134 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,404 shares; 2025Q1: 18,171 shares; 2025Q2: 17,676 shares; 2025Q3: 17,698 shares; 2025Q4: 17,458 shares 17,458 $3.16M 0.13% -240 Timeline RWK INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 26,871 shares; 2025Q1: 26,185 shares; 2025Q2: 25,472 shares; 2025Q3: 25,223 shares; 2025Q4: 25,000 shares 25,000 $3.16M 0.13% -223 Timeline MIDD MIDDLEBY CORP More: the full row for MIDDLEBY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 22,929 shares; 2025Q1: 23,832 shares; 2025Q2: 23,833 shares; 2025Q3: 22,876 shares; 2025Q4: 20,864 shares 20,864 $3.1M 0.13% -2,012 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,856 shares; 2025Q1: 13,200 shares; 2025Q2: 13,781 shares; 2025Q3: 13,784 shares; 2025Q4: 13,947 shares 13,947 $2.91M 0.12% +163 Timeline IEX IDEX CORP More: the full row for IDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,639 shares; 2025Q1: 16,812 shares; 2025Q2: 19,528 shares; 2025Q3: 17,083 shares; 2025Q4: 16,322 shares 16,322 $2.9M 0.12% -761 Timeline CENTA CENTRAL GARDEN & PET CO More: the full row for CENTRAL GARDEN & PET CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 90,820 shares; 2025Q1: 92,347 shares; 2025Q2: 95,946 shares; 2025Q3: 98,550 shares; 2025Q4: 98,573 shares 98,573 $2.88M 0.12% +23 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 37,760 shares; 2025Q1: 37,693 shares; 2025Q2: 37,518 shares; 2025Q3: 36,842 shares; 2025Q4: 34,005 shares 34,005 $2.85M 0.12% -2,837 Timeline PEY INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 158,094 shares; 2025Q1: 155,339 shares; 2025Q2: 140,562 shares; 2025Q3: 137,448 shares; 2025Q4: 137,564 shares 137,564 $2.8M 0.12% +116 Timeline KNX KNIGHT-SWIFT TRANSN HLDGS IN More: the full row for KNIGHT-SWIFT TRANSN HLDGS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 59,129 shares; 2025Q1: 59,381 shares; 2025Q2: 49,901 shares; 2025Q3: 51,294 shares; 2025Q4: 53,006 shares 53,006 $2.77M 0.11% +1,712 Timeline FUL FULLER H B CO More: the full row for FULLER H B CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 51,418 shares; 2025Q1: 46,735 shares; 2025Q2: 44,766 shares; 2025Q3: 46,076 shares; 2025Q4: 45,687 shares 45,687 $2.72M 0.11% -389 Timeline TSEM TOWER SEMICONDUCTOR LTD More: the full row for TOWER SEMICONDUCTOR LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,328 shares; 2025Q1: 18,016 shares; 2025Q2: 18,016 shares; 2025Q3: 22,437 shares; 2025Q4: 22,437 shares 22,437 $2.63M 0.11% 0 Timeline SAIA SAIA INC More: the full row for SAIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,285 shares; 2025Q1: 7,217 shares; 2025Q2: 8,144 shares; 2025Q3: 8,182 shares; 2025Q4: 8,030 shares 8,030 $2.62M 0.11% -152 Timeline EZM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 42,653 shares; 2025Q1: 40,774 shares; 2025Q2: 40,137 shares; 2025Q3: 39,352 shares; 2025Q4: 39,041 shares 39,041 $2.61M 0.11% -311 Timeline ESLT ELBIT SYS LTD More: the full row for ELBIT SYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,463 shares; 2025Q1: 4,463 shares; 2025Q2: 4,463 shares; 2025Q3: 4,463 shares; 2025Q4: 4,463 shares 4,463 $2.58M 0.11% 0 Timeline INDB INDEPENDENT BK CORP MASS More: the full row for INDEPENDENT BK CORP MASS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 32,458 shares; 2025Q1: 33,678 shares; 2025Q2: 34,273 shares; 2025Q3: 34,370 shares; 2025Q4: 35,190 shares 35,190 $2.57M 0.11% +820 Timeline DIM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 33,601 shares; 2025Q1: 33,030 shares; 2025Q2: 32,827 shares; 2025Q3: 32,012 shares; 2025Q4: 31,918 shares 31,918 $2.57M 0.11% -94 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: restricted; 2024Q4: 7,670 shares; 2025Q1: 11,521 shares; 2025Q2: 12,661 shares; 2025Q3: 16,494 shares; 2025Q4: 17,794 shares 17,794 $2.56M 0.11% +1,300 Timeline MANH MANHATTAN ASSOCIATES INC More: the full row for MANHATTAN ASSOCIATES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,307 shares; 2025Q1: 15,307 shares; 2025Q2: 15,307 shares; 2025Q3: 15,307 shares; 2025Q4: 14,607 shares 14,607 $2.53M 0.1% -700 Timeline MMS MAXIMUS INC More: the full row for MAXIMUS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 30,591 shares; 2025Q1: 29,081 shares; 2025Q2: 28,745 shares; 2025Q3: 28,630 shares; 2025Q4: 29,309 shares 29,309 $2.53M 0.1% +679 Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 47,130 shares; 2025Q1: 46,857 shares; 2025Q2: 39,840 shares; 2025Q3: 32,197 shares; 2025Q4: 31,358 shares 31,358 $2.43M 0.1% -839 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: restricted; 2024Q4: 15,075 shares; 2025Q1: 15,034 shares; 2025Q2: 15,340 shares; 2025Q3: 15,378 shares; 2025Q4: 16,042 shares 16,042 $2.41M 0.1% +664 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 23,273 shares; 2025Q1: 17,697 shares; 2025Q2: 16,432 shares; 2025Q3: 16,087 shares; 2025Q4: 15,291 shares 15,291 $2.4M 0.1% -796 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: restricted; 2024Q4: 11,993 shares; 2025Q1: 14,991 shares; 2025Q2: 18,814 shares; 2025Q3: 22,911 shares; 2025Q4: 24,411 shares 24,411 $2.39M 0.1% +1,500 Timeline FNB F N B CORP More: the full row for F N B CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 103,496 shares; 2025Q1: 105,701 shares; 2025Q2: 109,957 shares; 2025Q3: 112,662 shares; 2025Q4: 139,133 shares 139,133 $2.38M 0.1% +26,471 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,670 shares; 2025Q1: 19,501 shares; 2025Q2: 19,236 shares; 2025Q3: 18,053 shares; 2025Q4: 17,849 shares 17,849 $2.37M 0.1% -204 Timeline NSIT INSIGHT ENTERPRISES INC More: the full row for INSIGHT ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 32,013 shares; 2025Q1: 31,612 shares; 2025Q2: 31,120 shares; 2025Q3: 31,076 shares; 2025Q4: 28,981 shares 28,981 $2.36M 0.1% -2,095 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,045 shares; 2025Q1: 10,906 shares; 2025Q2: 11,325 shares; 2025Q3: 11,234 shares; 2025Q4: 12,114 shares 12,114 $2.31M 0.1% +880 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,265 shares; 2025Q1: 7,276 shares; 2025Q2: 10,564 shares; 2025Q3: 10,655 shares; 2025Q4: 12,387 shares 12,387 $2.31M 0.1% +1,732 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 43,733 shares; 2025Q1: 44,433 shares; 2025Q2: 44,872 shares; 2025Q3: 45,848 shares; 2025Q4: 46,183 shares 46,183 $2.27M 0.09% +335 Timeline ALG ALAMO GROUP INC More: the full row for ALAMO GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,152 shares; 2025Q1: 12,063 shares; 2025Q2: 12,936 shares; 2025Q3: 13,187 shares; 2025Q4: 13,415 shares 13,415 $2.25M 0.09% +228 Timeline HLIO HELIOS TECHNOLOGIES INC More: the full row for HELIOS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 38,720 shares; 2025Q1: 39,877 shares; 2025Q2: 39,215 shares; 2025Q3: 41,370 shares; 2025Q4: 42,080 shares 42,080 $2.25M 0.09% +710 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 31,002 shares; 2025Q1: 31,574 shares; 2025Q2: 31,207 shares; 2025Q3: 30,425 shares; 2025Q4: 29,738 shares 29,738 $2.23M 0.09% -687 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 65,411 shares; 2025Q1: 63,389 shares; 2025Q2: 59,955 shares; 2025Q3: 57,477 shares; 2025Q4: 56,005 shares 56,005 $2.19M 0.09% -1,472 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,231 shares; 2025Q1: 10,947 shares; 2025Q2: 10,623 shares; 2025Q3: 10,723 shares; 2025Q4: 10,158 shares 10,158 $2.18M 0.09% -565 Timeline NVMI NOVA LTD More: the full row for NOVA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,614 shares; 2025Q1: 6,614 shares; 2025Q2: 6,614 shares; 2025Q3: 6,614 shares; 2025Q4: 6,614 shares 6,614 $2.17M 0.09% 0 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 27,479 shares; 2025Q1: 27,489 shares; 2025Q2: 27,499 shares; 2025Q3: 27,131 shares; 2025Q4: 26,957 shares 26,957 $2.15M 0.09% -174 Timeline RGA REINSURANCE GROUP AMER INC More: the full row for REINSURANCE GROUP AMER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,663 shares; 2025Q1: 10,322 shares; 2025Q2: 10,568 shares; 2025Q3: 10,386 shares; 2025Q4: 10,521 shares 10,521 $2.14M 0.09% +135 Timeline EHC ENCOMPASS HEALTH CORP More: the full row for ENCOMPASS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,792 shares; 2025Q1: 18,601 shares; 2025Q2: 19,035 shares; 2025Q3: 19,226 shares; 2025Q4: 19,590 shares 19,590 $2.08M 0.09% +364 Timeline TNET TRINET GROUP INC More: the full row for TRINET GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 43,413 shares; 2025Q1: 41,284 shares; 2025Q2: 42,932 shares; 2025Q3: 40,424 shares; 2025Q4: 35,013 shares 35,013 $2.07M 0.09% -5,411 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 32,152 shares; 2025Q1: 31,053 shares; 2025Q2: 30,951 shares; 2025Q3: 29,881 shares; 2025Q4: 28,101 shares 28,101 $2.07M 0.09% -1,780 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,233 shares; 2025Q1: 3,270 shares; 2025Q2: 3,315 shares; 2025Q3: 3,323 shares; 2025Q4: 3,326 shares 3,326 $2.04M 0.08% +3 Timeline AOS SMITH A O CORP More: the full row for SMITH A O CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 29,098 shares; 2025Q1: 27,562 shares; 2025Q2: 28,117 shares; 2025Q3: 29,126 shares; 2025Q4: 30,458 shares 30,458 $2.04M 0.08% +1,332 Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,401 shares; 2025Q1: 16,661 shares; 2025Q2: 15,414 shares; 2025Q3: 14,517 shares; 2025Q4: 14,384 shares 14,384 $2.01M 0.08% -133 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 71,341 shares; 2025Q1: 72,876 shares; 2025Q2: 73,470 shares; 2025Q3: 74,849 shares; 2025Q4: 72,753 shares 72,753 $2M 0.08% -2,096 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,715 shares; 2025Q1: 14,523 shares; 2025Q2: 13,800 shares; 2025Q3: 13,835 shares; 2025Q4: 13,871 shares 13,871 $1.99M 0.08% +36 Timeline QLYS QUALYS INC More: the full row for QUALYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 218 shares; 2025Q4: 14,883 shares 14,883 $1.98M 0.08% +14,665 Timeline DLS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 26,662 shares; 2025Q1: 26,600 shares; 2025Q2: 25,080 shares; 2025Q3: 24,262 shares; 2025Q4: 24,248 shares 24,248 $1.96M 0.08% -14 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,464 shares; 2025Q1: 16,583 shares; 2025Q2: 17,552 shares; 2025Q3: 18,198 shares; 2025Q4: 16,753 shares 16,753 $1.88M 0.08% -1,445 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,836 shares; 2025Q1: 1,728 shares; 2025Q2: 1,728 shares; 2025Q3: 1,730 shares; 2025Q4: 1,730 shares 1,730 $1.86M 0.08% 0 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 31,807 shares; 2025Q1: 21,431 shares; 2025Q2: 17,053 shares; 2025Q3: 14,300 shares; 2025Q4: 13,127 shares 13,127 $1.81M 0.07% -1,173 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,455 shares; 2025Q1: 6,661 shares; 2025Q2: 7,139 shares; 2025Q3: 7,144 shares; 2025Q4: 7,821 shares 7,821 $1.81M 0.07% +677 Timeline SAIC SCIENCE APPLICATIONS INTL CO More: the full row for SCIENCE APPLICATIONS INTL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,217 shares; 2025Q1: 17,491 shares; 2025Q2: 18,245 shares; 2025Q3: 19,308 shares; 2025Q4: 17,846 shares 17,846 $1.8M 0.07% -1,462 Timeline IWC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,421 shares; 2025Q1: 11,340 shares; 2025Q2: 11,062 shares; 2025Q3: 10,756 shares; 2025Q4: 10,929 shares 10,929 $1.72M 0.07% +173 Timeline TKR TIMKEN CO More: the full row for TIMKEN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,078 shares; 2025Q1: 18,631 shares; 2025Q2: 17,283 shares; 2025Q3: 17,993 shares; 2025Q4: 19,910 shares 19,910 $1.68M 0.07% +1,917 Timeline MCRI MONARCH CASINO & RESORT INC More: the full row for MONARCH CASINO & RESORT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,608 shares; 2025Q1: 11,075 shares; 2025Q2: 14,023 shares; 2025Q3: 16,114 shares; 2025Q4: 17,440 shares 17,440 $1.67M 0.07% +1,326 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,200 shares; 2025Q1: 17,034 shares; 2025Q2: 16,651 shares; 2025Q3: 19,772 shares; 2025Q4: 28,418 shares 28,418 $1.66M 0.07% +8,646 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 26,195 shares; 2025Q1: 26,128 shares; 2025Q2: 25,577 shares; 2025Q3: 24,209 shares; 2025Q4: 24,618 shares 24,618 $1.64M 0.07% +409 Timeline TEVA TEVA PHARMACEUTICAL INDS LTD More: the full row for TEVA PHARMACEUTICAL INDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 32,065 shares; 2025Q1: 50,884 shares; 2025Q2: 50,884 shares; 2025Q3: 50,884 shares; 2025Q4: 50,884 shares 50,884 $1.59M 0.07% 0 Timeline AYI ACUITY INC More: the full row for ACUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,105 shares; 2025Q2: 3,193 shares; 2025Q3: 3,993 shares; 2025Q4: 4,324 shares 4,324 $1.56M 0.06% +331 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,354 shares; 2025Q1: 12,389 shares; 2025Q2: 12,513 shares; 2025Q3: 12,669 shares; 2025Q4: 12,642 shares 12,642 $1.55M 0.06% -27 Timeline SYNA SYNAPTICS INC More: the full row for SYNAPTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 98,472 shares; 2025Q1: 96,557 shares; 2025Q2: 27,349 shares; 2025Q3: 23,208 shares; 2025Q4: 20,544 shares 20,544 $1.52M 0.06% -2,664 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 2 shares 2 $1.51M 0.06% 0 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,461 shares; 2025Q1: 19,024 shares; 2025Q2: 17,751 shares; 2025Q3: 16,347 shares; 2025Q4: 15,122 shares 15,122 $1.5M 0.06% -1,225 Timeline MGIC MAGIC SOFTWARE ENTERPRISES More: the full row for MAGIC SOFTWARE ENTERPRISES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 48,551 shares; 2025Q1: 56,751 shares; 2025Q2: 56,751 shares; 2025Q3: 56,751 shares; 2025Q4: 56,751 shares 56,751 $1.46M 0.06% 0 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,613 shares; 2025Q1: 15,868 shares; 2025Q2: 15,455 shares; 2025Q3: 15,020 shares; 2025Q4: 15,191 shares 15,191 $1.45M 0.06% +171 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,401 shares; 2025Q1: 5,401 shares; 2025Q2: 4,714 shares; 2025Q3: 4,662 shares; 2025Q4: 4,663 shares 4,663 $1.42M 0.06% +1 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 30,897 shares; 2025Q1: 30,895 shares; 2025Q2: 30,269 shares; 2025Q3: 30,229 shares; 2025Q4: 29,904 shares 29,904 $1.36M 0.06% -325 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,957 shares; 2025Q1: 6,036 shares; 2025Q2: 5,824 shares; 2025Q3: 5,759 shares; 2025Q4: 5,851 shares 5,851 $1.34M 0.05% +92 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 21,233 shares; 2025Q1: 19,965 shares; 2025Q2: 18,529 shares; 2025Q3: 17,555 shares; 2025Q4: 16,837 shares 16,837 $1.33M 0.05% -718 Timeline MLR MILLER INDS INC TENN More: the full row for MILLER INDS INC TENN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 46,768 shares; 2025Q1: 44,459 shares; 2025Q2: 38,940 shares; 2025Q3: 37,103 shares; 2025Q4: 35,399 shares 35,399 $1.32M 0.05% -1,704 Timeline PB PROSPERITY BANCSHARES INC More: the full row for PROSPERITY BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,752 shares; 2025Q1: 17,615 shares; 2025Q2: 17,901 shares; 2025Q3: 18,198 shares; 2025Q4: 19,006 shares 19,006 $1.31M 0.05% +808 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: restricted; 2024Q4: 62,894 shares; 2025Q1: 61,788 shares; 2025Q2: 62,881 shares; 2025Q3: 47,459 shares; 2025Q4: 43,290 shares 43,290 $1.31M 0.05% -4,169 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,202 shares; 2025Q1: 2,287 shares; 2025Q2: 2,287 shares; 2025Q3: 2,286 shares; 2025Q4: 2,276 shares 2,276 $1.3M 0.05% -10 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,015 shares; 2025Q1: 7,015 shares; 2025Q2: 7,015 shares; 2025Q3: 7,015 shares; 2025Q4: 7,015 shares 7,015 $1.3M 0.05% 0 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 6,532 shares; 2025Q2: 6,973 shares; 2025Q3: 7,408 shares; 2025Q4: 8,097 shares 8,097 $1.3M 0.05% +689 Timeline FORTY FORMULA SYSTEMS 1985 LTD More: the full row for FORMULA SYSTEMS 1985 LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,961 shares; 2025Q1: 6,961 shares; 2025Q2: 6,961 shares; 2025Q3: 7,716 shares; 2025Q4: 7,716 shares 7,716 $1.29M 0.05% 0 Timeline MSA MSA SAFETY INC More: the full row for MSA SAFETY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,760 shares 7,760 $1.24M 0.05% new Timeline WEX WEX INC More: the full row for WEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,356 shares; 2025Q1: 9,585 shares; 2025Q2: 8,411 shares; 2025Q3: 8,376 shares; 2025Q4: 8,325 shares 8,325 $1.24M 0.05% -51 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: restricted; 2024Q4: 42,334 shares; 2025Q1: 43,234 shares; 2025Q2: 43,037 shares; 2025Q3: 43,619 shares; 2025Q4: 43,396 shares 43,396 $1.24M 0.05% -223 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,404 shares; 2025Q1: 5,357 shares; 2025Q2: 5,346 shares; 2025Q3: 6,212 shares; 2025Q4: 6,954 shares 6,954 $1.23M 0.05% +742 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,166 shares; 2025Q1: 3,167 shares; 2025Q2: 3,167 shares; 2025Q3: 3,167 shares; 2025Q4: 3,168 shares 3,168 $1.23M 0.05% +1 Timeline EPAM EPAM SYS INC More: the full row for EPAM SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,760 shares; 2025Q1: 6,760 shares; 2025Q2: 5,990 shares; 2025Q3: 5,976 shares; 2025Q4: 5,976 shares 5,976 $1.22M 0.05% 0 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 39,528 shares; 2025Q1: 40,084 shares; 2025Q2: 39,711 shares; 2025Q3: 39,657 shares; 2025Q4: 39,766 shares 39,766 $1.2M 0.05% +109 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: restricted; 2024Q4: 5,544 shares; 2025Q1: 5,472 shares; 2025Q2: 5,469 shares; 2025Q3: 5,552 shares; 2025Q4: 5,506 shares 5,506 $1.17M 0.05% -46 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,397 shares; 2025Q1: 2,783 shares; 2025Q2: 3,052 shares; 2025Q3: 3,260 shares; 2025Q4: 3,330 shares 3,330 $1.12M 0.05% +70 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,357 shares; 2025Q1: 3,117 shares; 2025Q2: 3,120 shares; 2025Q3: 3,110 shares; 2025Q4: 3,110 shares 3,110 $1.08M 0.04% 0 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,009 shares; 2025Q1: 6,082 shares; 2025Q2: 4,760 shares; 2025Q3: 3,562 shares; 2025Q4: 3,090 shares 3,090 $1.04M 0.04% -472 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,056 shares; 2025Q4: 5,765 shares 5,765 $1.04M 0.04% +4,709 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,534 shares; 2025Q1: 1,526 shares; 2025Q2: 1,497 shares; 2025Q3: 1,390 shares; 2025Q4: 1,521 shares 1,521 $1.04M 0.04% +131 Timeline TFX TELEFLEX INCORPORATED More: the full row for TELEFLEX INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,313 shares; 2025Q1: 9,020 shares; 2025Q2: 8,478 shares; 2025Q3: 8,398 shares; 2025Q4: 8,465 shares 8,465 $1.03M 0.04% +67 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 73,996 shares; 2025Q1: 74,764 shares; 2025Q2: 68,312 shares; 2025Q3: 13,797 shares; 2025Q4: 10,563 shares 10,563 $1.03M 0.04% -3,234 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 24,350 shares; 2025Q1: 23,521 shares; 2025Q2: 16,260 shares; 2025Q3: 10,965 shares; 2025Q4: 9,732 shares 9,732 $996K 0.04% -1,233 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,852 shares; 2025Q1: 6,909 shares; 2025Q2: 6,909 shares; 2025Q3: 6,615 shares; 2025Q4: 6,615 shares 6,615 $984K 0.04% 0 Timeline SEE SEALED AIR CORP NEW More: the full row for SEALED AIR CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 42,373 shares; 2025Q1: 42,584 shares; 2025Q2: 38,146 shares; 2025Q3: 39,425 shares; 2025Q4: 21,704 shares 21,704 $899K 0.04% -17,721 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,536 shares; 2025Q1: 4,536 shares; 2025Q2: 4,536 shares; 2025Q3: 4,536 shares; 2025Q4: 4,561 shares 4,561 $890K 0.04% +25 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,285 shares; 2025Q1: 1,285 shares; 2025Q2: 1,285 shares; 2025Q3: 1,285 shares; 2025Q4: 1,297 shares 1,297 $877K 0.04% +12 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,511 shares; 2025Q1: 2,566 shares; 2025Q2: 2,666 shares; 2025Q3: 2,946 shares; 2025Q4: 2,869 shares 2,869 $877K 0.04% -77 Timeline NICE NICE LTD More: the full row for NICE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,880 shares; 2025Q1: 7,060 shares; 2025Q2: 7,060 shares; 2025Q3: 7,693 shares; 2025Q4: 7,693 shares 7,693 $870K 0.04% 0 Timeline DORM DORMAN PRODS INC More: the full row for DORMAN PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,053 shares; 2025Q4: 6,907 shares 6,907 $851K 0.03% +1,854 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: restricted; 2024Q4: 3,576 shares; 2025Q1: 1,998 shares; 2025Q2: 4,456 shares; 2025Q3: 4,777 shares; 2025Q4: 8,155 shares 8,155 $819K 0.03% +3,378 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,250 shares; 2025Q1: 11,379 shares; 2025Q2: 11,387 shares; 2025Q3: 11,395 shares; 2025Q4: 11,413 shares 11,413 $798K 0.03% +18 Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 310 shares; 2025Q4: 4,323 shares 4,323 $789K 0.03% +4,013 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,472 shares; 2025Q1: 2,488 shares; 2025Q2: 2,421 shares; 2025Q3: 2,432 shares; 2025Q4: 2,295 shares 2,295 $741K 0.03% -137 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,262 shares; 2025Q1: 1,263 shares; 2025Q2: 1,263 shares; 2025Q3: 1,263 shares; 2025Q4: 1,263 shares 1,263 $720K 0.03% 0 Timeline XSHQ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,327 shares; 2025Q1: 17,376 shares; 2025Q2: 17,406 shares; 2025Q3: 17,446 shares; 2025Q4: 16,987 shares 16,987 $715K 0.03% -459 Timeline TTC TORO CO More: the full row for TORO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,812 shares; 2025Q1: 4,875 shares; 2025Q2: 6,696 shares; 2025Q3: 7,437 shares; 2025Q4: 8,719 shares 8,719 $686K 0.03% +1,282 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 26,294 shares; 2025Q1: 24,830 shares; 2025Q2: 24,855 shares; 2025Q3: 24,820 shares; 2025Q4: 24,515 shares 24,515 $660K 0.03% -305 Timeline PERI PERION NETWORK LTD More: the full row for PERION NETWORK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 34,342 shares; 2025Q1: 68,107 shares; 2025Q2: 68,107 shares; 2025Q3: 68,107 shares; 2025Q4: 68,107 shares 68,107 $652K 0.03% 0 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,084 shares; 2025Q1: 8,979 shares; 2025Q2: 8,775 shares; 2025Q3: 8,775 shares; 2025Q4: 8,650 shares 8,650 $618K 0.03% -125 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,073 shares; 2025Q1: 2,059 shares; 2025Q2: 2,059 shares; 2025Q3: 2,056 shares; 2025Q4: 2,056 shares 2,056 $594K 0.02% 0 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,045 shares; 2025Q1: 5,045 shares; 2025Q2: 5,045 shares; 2025Q3: 5,045 shares; 2025Q4: 5,045 shares 5,045 $586K 0.02% 0 Timeline QARP 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: restricted; 2024Q4: 11,877 shares; 2025Q1: 11,530 shares; 2025Q2: 11,317 shares; 2025Q3: 10,628 shares; 2025Q4: 9,477 shares 9,477 $560K 0.02% -1,151 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: restricted; 2024Q4: 5,049 shares; 2025Q1: 5,049 shares; 2025Q2: 5,049 shares; 2025Q3: 5,049 shares; 2025Q4: 5,049 shares 5,049 $557K 0.02% 0 Timeline CNK CINEMARK HLDGS INC More: the full row for CINEMARK HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,847 shares; 2025Q1: 28,365 shares; 2025Q2: 26,863 shares; 2025Q3: 24,881 shares; 2025Q4: 23,185 shares 23,185 $539K 0.02% -1,696 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 810 shares; 2025Q1: 812 shares; 2025Q2: 2,320 shares; 2025Q3: 2,322 shares; 2025Q4: 2,215 shares 2,215 $537K 0.02% -107 Timeline AKAM AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,235 shares; 2025Q1: 7,751 shares; 2025Q2: 7,165 shares; 2025Q3: 6,415 shares; 2025Q4: 6,009 shares 6,009 $524K 0.02% -406 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,433 shares; 2025Q1: 5,703 shares; 2025Q2: 3,623 shares; 2025Q3: 3,612 shares; 2025Q4: 3,619 shares 3,619 $512K 0.02% +7 Timeline EMN EASTMAN CHEM CO More: the full row for EASTMAN CHEM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 44,426 shares; 2025Q1: 40,981 shares; 2025Q2: 34,950 shares; 2025Q3: 29,720 shares; 2025Q4: 8,008 shares 8,008 $511K 0.02% -21,712 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,610 shares; 2025Q1: 2,610 shares; 2025Q2: 2,610 shares; 2025Q3: 2,610 shares; 2025Q4: 2,610 shares 2,610 $507K 0.02% 0 Timeline CASS CASS INFORMATION SYS INC More: the full row for CASS INFORMATION SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,801 shares; 2025Q1: 17,544 shares; 2025Q2: 15,301 shares; 2025Q3: 13,219 shares; 2025Q4: 12,178 shares 12,178 $506K 0.02% -1,041 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 567 shares; 2025Q1: 572 shares; 2025Q2: 573 shares; 2025Q3: 572 shares; 2025Q4: 573 shares 573 $503K 0.02% +1 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,723 shares; 2025Q1: 1,802 shares; 2025Q2: 1,714 shares; 2025Q3: 1,726 shares; 2025Q4: 1,682 shares 1,682 $488K 0.02% -44 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,726 shares; 2025Q1: 5,659 shares; 2025Q2: 5,614 shares; 2025Q3: 5,616 shares; 2025Q4: 5,767 shares 5,767 $486K 0.02% +151 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 65 shares; 2025Q1: 1,166 shares; 2025Q2: 2,943 shares; 2025Q3: 4,887 shares; 2025Q4: 3,794 shares 3,794 $477K 0.02% -1,093 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,713 shares; 2025Q1: 5,713 shares; 2025Q2: 5,643 shares; 2025Q3: 5,643 shares; 2025Q4: 5,365 shares 5,365 $467K 0.02% -278 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,201 shares; 2025Q1: 4,899 shares; 2025Q2: 4,908 shares; 2025Q3: 4,797 shares; 2025Q4: 4,808 shares 4,808 $462K 0.02% +11 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,366 shares; 2025Q1: 2,367 shares; 2025Q2: 3,166 shares; 2025Q3: 3,168 shares; 2025Q4: 3,139 shares 3,139 $450K 0.02% -29 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,860 shares; 2025Q1: 5,172 shares; 2025Q2: 5,171 shares; 2025Q3: 5,171 shares; 2025Q4: 5,142 shares 5,142 $448K 0.02% -29 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 297 shares; 2025Q4: 2,119 shares 2,119 $440K 0.02% +1,822 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,029 shares; 2025Q1: 1,029 shares; 2025Q2: 1,067 shares; 2025Q3: 1,067 shares; 2025Q4: 1,025 shares 1,025 $437K 0.02% -42 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,808 shares; 2025Q1: 1,809 shares; 2025Q2: 1,811 shares; 2025Q3: 1,768 shares; 2025Q4: 1,770 shares 1,770 $436K 0.02% +2 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: restricted; 2024Q4: 71,900 shares; 2025Q1: 70,255 shares; 2025Q2: 58,545 shares; 2025Q3: 10,066 shares; 2025Q4: 9,191 shares 9,191 $427K 0.02% -875 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 314 shares; 2025Q1: 315 shares; 2025Q2: 315 shares; 2025Q3: 315 shares; 2025Q4: 315 shares 315 $419K 0.02% 0 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,073 shares; 2025Q1: 3,073 shares; 2025Q2: 3,152 shares; 2025Q3: 3,138 shares; 2025Q4: 3,210 shares 3,210 $414K 0.02% +72 Timeline ITIC INVESTORS TITLE CO NC More: the full row for INVESTORS TITLE CO NC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,945 shares; 2025Q1: 1,903 shares; 2025Q2: 1,885 shares; 2025Q3: 1,642 shares; 2025Q4: 1,644 shares 1,644 $410K 0.02% +2 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,692 shares; 2025Q1: 3,662 shares; 2025Q2: 3,590 shares; 2025Q3: 3,578 shares; 2025Q4: 3,576 shares 3,576 $407K 0.02% -2 Timeline SXT SENSIENT TECHNOLOGIES CORP More: the full row for SENSIENT TECHNOLOGIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,914 shares; 2025Q1: 4,812 shares; 2025Q2: 4,278 shares; 2025Q3: 4,285 shares; 2025Q4: 4,294 shares 4,294 $403K 0.02% +9 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,333 shares; 2025Q1: 6,333 shares; 2025Q2: 7,482 shares; 2025Q3: 7,482 shares; 2025Q4: 7,474 shares 7,474 $403K 0.02% -8 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,367 shares; 2025Q1: 15,130 shares; 2025Q2: 15,685 shares; 2025Q3: 15,817 shares; 2025Q4: 16,136 shares 16,136 $401K 0.02% +319 Timeline IBN ICICI BK LTD More: the full row for ICICI BK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,269 shares; 2025Q1: 13,269 shares; 2025Q2: 13,269 shares; 2025Q3: 13,300 shares; 2025Q4: 13,300 shares 13,300 $396K 0.02% 0 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,456 shares; 2025Q1: 2,456 shares; 2025Q2: 2,456 shares; 2025Q3: 2,456 shares; 2025Q4: 2,456 shares 2,456 $395K 0.02% 0 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 917 shares; 2025Q1: 774 shares; 2025Q2: 809 shares; 2025Q3: 809 shares; 2025Q4: 850 shares 850 $382K 0.02% +41 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,079 shares; 2025Q1: 2,279 shares; 2025Q2: 2,279 shares; 2025Q3: 2,279 shares; 2025Q4: 2,385 shares 2,385 $382K 0.02% +106 Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,890 shares; 2025Q4: 16,801 shares 16,801 $377K 0.02% +911 Timeline EPI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,207 shares; 2025Q1: 9,207 shares; 2025Q2: 8,104 shares; 2025Q3: 8,104 shares; 2025Q4: 8,104 shares 8,104 $375K 0.02% 0 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,213 shares; 2025Q1: 3,168 shares; 2025Q2: 3,694 shares; 2025Q3: 3,678 shares; 2025Q4: 2,692 shares 2,692 $375K 0.02% -986 Timeline EZU ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,711 shares; 2025Q1: 5,711 shares; 2025Q2: 5,711 shares; 2025Q3: 5,711 shares; 2025Q4: 5,711 shares 5,711 $366K 0.02% 0 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 348 shares; 2025Q1: 329 shares; 2025Q2: 339 shares; 2025Q3: 339 shares; 2025Q4: 3,902 shares 3,902 $366K 0.02% +3,563 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,143 shares; 2025Q1: 3,592 shares; 2025Q2: 2,637 shares; 2025Q3: 2,417 shares; 2025Q4: 2,046 shares 2,046 $365K 0.02% -371 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: restricted; 2024Q4: 4,260 shares; 2025Q1: 4,180 shares; 2025Q2: 4,106 shares; 2025Q3: 4,124 shares; 2025Q4: 4,141 shares 4,141 $354K 0.01% +17 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,275 shares; 2025Q1: 1,148 shares; 2025Q2: 1,148 shares; 2025Q3: 1,147 shares; 2025Q4: 1,149 shares 1,149 $354K 0.01% +2 Timeline IEUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,157 shares; 2025Q1: 5,157 shares; 2025Q2: 5,157 shares; 2025Q3: 5,157 shares; 2025Q4: 5,157 shares 5,157 $353K 0.01% 0 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,738 shares; 2025Q1: 4,771 shares; 2025Q2: 4,771 shares; 2025Q3: 4,771 shares; 2025Q4: 6,846 shares 6,846 $348K 0.01% +2,075 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,875 shares; 2025Q1: 1,875 shares; 2025Q2: 1,835 shares; 2025Q3: 1,835 shares; 2025Q4: 1,700 shares 1,700 $347K 0.01% -135 Timeline SMIN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,565 shares; 2025Q1: 5,565 shares; 2025Q2: 4,899 shares; 2025Q3: 4,899 shares; 2025Q4: 4,899 shares 4,899 $342K 0.01% 0 Timeline EWO ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,215 shares; 2025Q1: 9,215 shares; 2025Q2: 9,215 shares; 2025Q3: 9,215 shares; 2025Q4: 9,215 shares 9,215 $327K 0.01% 0 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,059 shares; 2025Q1: 2,067 shares; 2025Q2: 2,067 shares; 2025Q3: 2,059 shares; 2025Q4: 2,007 shares 2,007 $326K 0.01% -52 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,904 shares; 2025Q1: 5,904 shares; 2025Q2: 5,911 shares; 2025Q3: 5,911 shares; 2025Q4: 5,922 shares 5,922 $324K 0.01% +11 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 660 shares; 2025Q1: 662 shares; 2025Q2: 664 shares; 2025Q3: 666 shares; 2025Q4: 668 shares 668 $311K 0.01% +2 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,963 shares; 2025Q1: 2,963 shares; 2025Q2: 3,229 shares; 2025Q3: 3,229 shares; 2025Q4: 3,229 shares 3,229 $311K 0.01% 0 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,397 shares; 2025Q1: 3,420 shares; 2025Q2: 2,318 shares; 2025Q3: 2,334 shares; 2025Q4: 2,350 shares 2,350 $303K 0.01% +16 Timeline AIT APPLIED INDL TECHNOLOGIES IN More: the full row for APPLIED INDL TECHNOLOGIES IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,143 shares; 2025Q1: 1,143 shares; 2025Q2: 1,143 shares; 2025Q3: 1,143 shares; 2025Q4: 1,143 shares 1,143 $293K 0.01% 0 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 210 shares; 2025Q1: 290 shares; 2025Q2: 266 shares; 2025Q3: 260 shares; 2025Q4: 1,822 shares 1,822 $293K 0.01% +1,562 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,568 shares; 2025Q1: 3,471 shares; 2025Q2: 3,474 shares; 2025Q3: 2,900 shares; 2025Q4: 2,840 shares 2,840 $286K 0.01% -60 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,344 shares; 2025Q1: 1,175 shares; 2025Q2: 1,245 shares; 2025Q3: 1,171 shares; 2025Q4: 1,229 shares 1,229 $284K 0.01% +58 Timeline RPG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,185 shares; 2025Q1: 7,186 shares; 2025Q2: 7,186 shares; 2025Q3: 6,063 shares; 2025Q4: 6,063 shares 6,063 $283K 0.01% 0 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,094 shares; 2025Q1: 5,082 shares; 2025Q2: 5,518 shares; 2025Q3: 5,415 shares; 2025Q4: 5,181 shares 5,181 $279K 0.01% -234 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,767 shares; 2025Q1: 1,723 shares; 2025Q2: 1,784 shares; 2025Q3: 1,793 shares; 2025Q4: 1,809 shares 1,809 $279K 0.01% +16 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,866 shares; 2025Q1: 1,866 shares; 2025Q2: 1,516 shares; 2025Q3: 1,516 shares; 2025Q4: 1,557 shares 1,557 $276K 0.01% +41 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 999 shares; 2025Q1: 799 shares; 2025Q2: 885 shares; 2025Q3: 885 shares; 2025Q4: 885 shares 885 $276K 0.01% 0 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,006 shares; 2025Q1: 13,523 shares; 2025Q2: 12,925 shares; 2025Q3: 13,035 shares; 2025Q4: 10,927 shares 10,927 $272K 0.01% -2,108 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,537 shares; 2025Q1: 1,347 shares; 2025Q2: 1,411 shares; 2025Q3: 1,441 shares; 2025Q4: 1,690 shares 1,690 $271K 0.01% +249 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,670 shares; 2025Q1: 1,738 shares; 2025Q2: 1,431 shares; 2025Q3: 1,112 shares; 2025Q4: 1,041 shares 1,041 $269K 0.01% -71 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,347 shares; 2025Q1: 1,322 shares; 2025Q2: 1,233 shares; 2025Q3: 1,222 shares; 2025Q4: 1,222 shares 1,222 $265K 0.01% 0 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,603 shares; 2025Q1: 5,603 shares; 2025Q2: 5,655 shares; 2025Q3: 5,882 shares; 2025Q4: 5,893 shares 5,893 $262K 0.01% +11 Timeline IDLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,820 shares; 2025Q1: 7,568 shares; 2025Q2: 7,598 shares; 2025Q3: 7,621 shares; 2025Q4: 7,668 shares 7,668 $260K 0.01% +47 Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 791 shares; 2025Q1: 792 shares; 2025Q2: 792 shares; 2025Q3: 792 shares; 2025Q4: 792 shares 792 $256K 0.01% 0 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,886 shares; 2025Q1: 1,797 shares; 2025Q2: 1,797 shares; 2025Q3: 1,797 shares; 2025Q4: 1,797 shares 1,797 $253K 0.01% 0 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,648 shares; 2025Q1: 8,444 shares; 2025Q2: 7,486 shares; 2025Q3: 6,482 shares; 2025Q4: 6,192 shares 6,192 $252K 0.01% -290 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: restricted; 2024Q4: 732 shares; 2025Q1: 732 shares; 2025Q2: 732 shares; 2025Q3: 732 shares; 2025Q4: 732 shares 732 $247K 0.01% 0 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,372 shares; 2025Q1: 2,670 shares; 2025Q2: 2,670 shares; 2025Q3: 2,671 shares; 2025Q4: 2,671 shares 2,671 $244K 0.01% 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: restricted; 2024Q4: 2,871 shares; 2025Q1: 2,785 shares; 2025Q2: 3,126 shares; 2025Q3: 3,089 shares; 2025Q4: 2,398 shares 2,398 $242K 0.01% -691 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,231 shares 1,231 $240K 0.01% new Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 600 shares 600 $238K 0.01% 0 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 903 shares; 2025Q1: 817 shares; 2025Q2: 1,063 shares; 2025Q3: 1,036 shares; 2025Q4: 1,036 shares 1,036 $236K 0.01% 0 Timeline EWP ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,370 shares; 2025Q1: 4,370 shares; 2025Q2: 4,370 shares; 2025Q3: 4,370 shares; 2025Q4: 4,370 shares 4,370 $236K 0.01% 0 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 254 shares; 2025Q1: 254 shares; 2025Q2: 1,383 shares; 2025Q3: 1,383 shares; 2025Q4: 1,383 shares 1,383 $234K 0.01% 0 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 500 shares; 2025Q1: 503 shares; 2025Q2: 503 shares; 2025Q3: 490 shares; 2025Q4: 490 shares 490 $229K 0.01% 0 Timeline INFY INFOSYS LTD More: the full row for INFOSYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,600 shares; 2025Q1: 12,600 shares; 2025Q2: 12,600 shares; 2025Q3: 12,600 shares; 2025Q4: 12,600 shares 12,600 $225K 0.01% 0 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,821 shares; 2025Q1: 2,821 shares; 2025Q2: 2,821 shares; 2025Q3: 2,821 shares; 2025Q4: 2,821 shares 2,821 $223K 0.01% 0 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,179 shares; 2025Q1: 1,188 shares; 2025Q2: 1,190 shares; 2025Q3: 1,192 shares; 2025Q4: 1,187 shares 1,187 $223K 0.01% -5 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,053 shares; 2025Q1: 1,452 shares; 2025Q2: 1,457 shares; 2025Q3: 1,462 shares; 2025Q4: 1,467 shares 1,467 $222K 0.01% +5 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,850 shares; 2025Q1: 2,850 shares; 2025Q2: 2,850 shares; 2025Q3: 2,850 shares; 2025Q4: 2,850 shares 2,850 $221K 0.01% 0 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 694 shares; 2025Q1: 689 shares; 2025Q2: 689 shares; 2025Q3: 689 shares; 2025Q4: 689 shares 689 $219K 0.01% 0 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 421 shares; 2025Q1: 424 shares; 2025Q2: 425 shares; 2025Q3: 425 shares; 2025Q4: 442 shares 442 $217K 0.01% +17 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 401 shares; 2025Q1: 330 shares; 2025Q2: 330 shares; 2025Q3: 330 shares; 2025Q4: 331 shares 331 $216K 0.01% +1 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,914 shares; 2025Q1: 2,877 shares; 2025Q2: 2,891 shares; 2025Q3: 2,904 shares; 2025Q4: 2,916 shares 2,916 $215K 0.01% +12 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 963 shares; 2025Q1: 863 shares; 2025Q2: 863 shares; 2025Q3: 863 shares; 2025Q4: 863 shares 863 $213K 0.01% 0 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,112 shares; 2025Q1: 1,000 shares; 2025Q2: 1,776 shares; 2025Q3: 1,768 shares; 2025Q4: 1,811 shares 1,811 $209K 0.01% +43 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,107 shares; 2025Q1: 1,187 shares; 2025Q2: 1,274 shares; 2025Q3: 1,373 shares; 2025Q4: 1,459 shares 1,459 $208K 0.01% +86 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 274 shares; 2025Q1: 275 shares; 2025Q2: 275 shares; 2025Q3: 275 shares; 2025Q4: 464 shares 464 $206K 0.01% +189 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,425 shares; 2025Q1: 1,295 shares; 2025Q2: 1,468 shares; 2025Q3: 903 shares; 2025Q4: 903 shares 903 $198K 0.01% 0 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 879 shares; 2025Q1: 884 shares; 2025Q2: 875 shares; 2025Q3: 993 shares; 2025Q4: 940 shares 940 $191K 0.01% -53 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 452 shares; 2025Q1: 452 shares; 2025Q2: 452 shares; 2025Q3: 452 shares; 2025Q4: 452 shares 452 $191K 0.01% 0 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10 shares; 2025Q1: 10 shares; 2025Q2: 145 shares; 2025Q3: 178 shares; 2025Q4: 178 shares 178 $190K 0.01% 0 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,147 shares; 2025Q1: 1,147 shares; 2025Q2: 919 shares; 2025Q3: 788 shares; 2025Q4: 788 shares 788 $190K 0.01% 0 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,963 shares; 2025Q1: 3,188 shares; 2025Q2: 3,009 shares; 2025Q3: 2,733 shares; 2025Q4: 2,733 shares 2,733 $190K 0.01% 0 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,100 shares; 2025Q1: 5,100 shares; 2025Q2: 5,100 shares; 2025Q3: 5,100 shares; 2025Q4: 5,000 shares 5,000 $185K 0.01% -100 Timeline DGS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,200 shares; 2025Q1: 3,200 shares; 2025Q2: 3,200 shares; 2025Q3: 3,200 shares; 2025Q4: 3,200 shares 3,200 $183K 0.01% 0 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: restricted; 2024Q4: 2,597 shares; 2025Q1: 2,609 shares; 2025Q2: 2,500 shares; 2025Q3: 2,167 shares; 2025Q4: 2,083 shares 2,083 $182K 0.01% -84 Timeline ISCF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,360 shares; 2025Q1: 4,360 shares; 2025Q2: 4,360 shares; 2025Q3: 4,360 shares; 2025Q4: 4,360 shares 4,360 $181K 0.01% 0 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,501 shares; 2025Q1: 1,249 shares; 2025Q2: 1,249 shares; 2025Q3: 1,249 shares; 2025Q4: 1,308 shares 1,308 $180K 0.01% +59 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 120 shares; 2025Q1: 111 shares; 2025Q2: 111 shares; 2025Q3: 111 shares; 2025Q4: 316 shares 316 $179K 0.01% +205 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,359 shares; 2025Q1: 1,359 shares; 2025Q2: 1,359 shares; 2025Q3: 1,359 shares; 2025Q4: 1,359 shares 1,359 $175K 0.01% 0 Timeline AIVI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,191 shares; 2025Q1: 3,195 shares; 2025Q2: 3,227 shares; 2025Q3: 3,237 shares; 2025Q4: 3,262 shares 3,262 $170K 0.01% +25 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,123 shares; 2025Q1: 815 shares; 2025Q2: 4,515 shares; 2025Q3: 2,005 shares; 2025Q4: 2,108 shares 2,108 $169K 0.01% +103 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,539 shares; 2025Q1: 2,550 shares; 2025Q2: 2,560 shares; 2025Q3: 2,570 shares; 2025Q4: 2,859 shares 2,859 $165K 0.01% +289 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: restricted; 2024Q4: 138 shares; 2025Q1: 138 shares; 2025Q2: 138 shares; 2025Q3: 5,979 shares; 2025Q4: 5,979 shares 5,979 $163K 0.01% 0 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,328 shares; 2025Q1: 1,076 shares; 2025Q2: 1,083 shares; 2025Q3: 1,083 shares; 2025Q4: 1,233 shares 1,233 $162K 0.01% +150 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 785 shares; 2025Q1: 739 shares; 2025Q2: 2,501 shares; 2025Q3: 2,501 shares; 2025Q4: 2,501 shares 2,501 $161K 0.01% 0 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,171 shares; 2025Q1: 1,427 shares; 2025Q2: 1,427 shares; 2025Q3: 1,937 shares; 2025Q4: 1,937 shares 1,937 $160K 0.01% 0 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: restricted; 2024Q4: 1,223 shares; 2025Q1: 1,223 shares; 2025Q2: 1,224 shares; 2025Q3: 1,225 shares; 2025Q4: 1,225 shares 1,225 $154K 0.01% 0 Timeline COYA COYA THERAPEUTICS INC More: the full row for COYA THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 26,171 shares; 2025Q1: 26,171 shares; 2025Q2: 26,171 shares; 2025Q3: 26,171 shares; 2025Q4: 26,171 shares 26,171 $152K 0.01% 0 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,461 shares; 2025Q1: 2,390 shares; 2025Q2: 2,451 shares; 2025Q3: 2,367 shares; 2025Q4: 2,366 shares 2,366 $151K 0.01% -1 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,382 shares; 2025Q3: 6,382 shares; 2025Q4: 6,382 shares 6,382 $149K 0.01% 0 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 894 shares; 2025Q1: 894 shares; 2025Q2: 1,678 shares; 2025Q3: 1,678 shares; 2025Q4: 1,678 shares 1,678 $148K 0.01% 0 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 691 shares; 2025Q1: 694 shares; 2025Q2: 696 shares; 2025Q3: 698 shares; 2025Q4: 858 shares 858 $147K 0.01% +160 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 775 shares; 2025Q1: 775 shares; 2025Q2: 775 shares; 2025Q3: 775 shares; 2025Q4: 775 shares 775 $144K 0.01% 0 Timeline RDN RADIAN GROUP INC More: the full row for RADIAN GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,925 shares; 2025Q1: 3,925 shares; 2025Q2: 3,925 shares; 2025Q3: 3,925 shares; 2025Q4: 3,925 shares 3,925 $141K 0.01% 0 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 250 shares; 2025Q1: 1,592 shares; 2025Q2: 2,013 shares; 2025Q3: 2,453 shares; 2025Q4: 2,651 shares 2,651 $139K 0.01% +198 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 184 shares; 2025Q1: 184 shares; 2025Q2: 184 shares; 2025Q3: 184 shares; 2025Q4: 184 shares 184 $139K 0.01% 0 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 351 shares; 2025Q3: 839 shares; 2025Q4: 974 shares 974 $137K 0.01% +135 Timeline BMI BADGER METER INC More: the full row for BADGER METER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 773 shares; 2025Q1: 773 shares; 2025Q2: 773 shares; 2025Q3: 773 shares; 2025Q4: 773 shares 773 $135K 0.01% 0 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: restricted; 2024Q4: 2,049 shares; 2025Q1: 1,900 shares; 2025Q2: 2,438 shares; 2025Q3: 2,438 shares; 2025Q4: 2,851 shares 2,851 $134K 0.01% +413 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,016 shares 2,016 $132K 0.01% new Timeline FAF FIRST AMERN FINL CORP More: the full row for FIRST AMERN FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,441 shares; 2025Q1: 2,449 shares; 2025Q2: 2,085 shares; 2025Q3: 2,090 shares; 2025Q4: 2,094 shares 2,094 $129K 0.01% +4 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 698 shares; 2025Q2: 698 shares; 2025Q3: 1,048 shares; 2025Q4: 1,048 shares 1,048 $125K 0.01% 0 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 634 shares; 2025Q1: 634 shares; 2025Q2: 634 shares; 2025Q3: 634 shares; 2025Q4: 634 shares 634 $123K 0.01% 0 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 314 shares; 2025Q1: 174 shares; 2025Q2: 174 shares; 2025Q3: 228 shares; 2025Q4: 668 shares 668 $123K 0.01% +440 Timeline QGRO AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,072 shares; 2025Q1: 1,072 shares; 2025Q2: 1,072 shares; 2025Q3: 1,072 shares; 2025Q4: 1,072 shares 1,072 $123K 0.01% 0 Timeline PRG PROG HOLDINGS INC More: the full row for PROG HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,104 shares; 2025Q1: 4,108 shares; 2025Q2: 4,112 shares; 2025Q3: 4,114 shares; 2025Q4: 4,118 shares 4,118 $121K <0.01% +4 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 444 shares; 2025Q1: 305 shares; 2025Q2: 305 shares; 2025Q3: 305 shares; 2025Q4: 305 shares 305 $119K <0.01% 0 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 210 shares; 2025Q1: 154 shares; 2025Q2: 154 shares; 2025Q3: 154 shares; 2025Q4: 768 shares 768 $118K <0.01% +614 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 740 shares; 2025Q1: 721 shares; 2025Q2: 721 shares; 2025Q3: 721 shares; 2025Q4: 721 shares 721 $117K <0.01% 0 Timeline TRI THOMSON REUTERS CORP More: the full row for THOMSON REUTERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 868 shares; 2025Q1: 868 shares; 2025Q2: 868 shares; 2025Q3: 868 shares; 2025Q4: 868 shares 868 $114K <0.01% 0 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 485 shares; 2025Q1: 358 shares; 2025Q2: 1,403 shares; 2025Q3: 1,399 shares; 2025Q4: 1,399 shares 1,399 $114K <0.01% 0 Timeline BALL BALL CORP More: the full row for BALL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,149 shares; 2025Q1: 2,149 shares; 2025Q2: 2,149 shares; 2025Q3: 2,149 shares; 2025Q4: 2,149 shares 2,149 $114K <0.01% 0 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 288 shares; 2025Q1: 27 shares; 2025Q2: 1,635 shares; 2025Q3: 1,635 shares; 2025Q4: 1,635 shares 1,635 $113K <0.01% 0 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 112 shares; 2025Q1: 112 shares; 2025Q2: 2,867 shares; 2025Q3: 1,653 shares; 2025Q4: 1,653 shares 1,653 $111K <0.01% 0 Timeline FG F&G ANNUITIES & LIFE INC More: the full row for F&G ANNUITIES & LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 71 shares; 2025Q1: 72 shares; 2025Q2: 72 shares; 2025Q3: 73 shares; 2025Q4: 3,593 shares 3,593 $111K <0.01% +3,520 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: restricted; 2024Q4: 671 shares; 2025Q1: 671 shares; 2025Q2: 671 shares; 2025Q3: 671 shares; 2025Q4: 671 shares 671 $110K <0.01% 0 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,420 shares; 2025Q1: 3,420 shares; 2025Q2: 3,420 shares; 2025Q3: 2,647 shares; 2025Q4: 2,647 shares 2,647 $109K <0.01% 0 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,206 shares; 2025Q1: 1,213 shares; 2025Q2: 1,167 shares; 2025Q3: 1,172 shares; 2025Q4: 1,177 shares 1,177 $108K <0.01% +5 Timeline PAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,750 shares; 2025Q1: 2,750 shares; 2025Q2: 2,750 shares; 2025Q3: 2,750 shares; 2025Q4: 2,750 shares 2,750 $108K <0.01% 0 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: restricted; 2024Q4: 1,924 shares; 2025Q1: 1,924 shares; 2025Q2: 1,993 shares; 2025Q3: 1,993 shares; 2025Q4: 1,080 shares 1,080 $107K <0.01% -913 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 574 shares; 2025Q1: 520 shares; 2025Q2: 1,028 shares; 2025Q3: 1,028 shares; 2025Q4: 913 shares 913 $107K <0.01% -115 Timeline LOGI LOGITECH INTL S A More: the full row for LOGITECH INTL S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,036 shares; 2025Q1: 1,036 shares; 2025Q2: 1,036 shares; 2025Q3: 1,046 shares; 2025Q4: 1,046 shares 1,046 $105K <0.01% 0 Timeline BOKF BOK FINL CORP More: the full row for BOK FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 875 shares; 2025Q1: 875 shares; 2025Q2: 875 shares; 2025Q3: 875 shares; 2025Q4: 875 shares 875 $104K <0.01% 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: restricted; 2024Q4: 96 shares; 2025Q1: 96 shares; 2025Q2: 1,730 shares; 2025Q3: 1,288 shares; 2025Q4: 1,114 shares 1,114 $103K <0.01% -174 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,376 shares 1,376 $101K <0.01% new Timeline ZD ZIFF DAVIS INC More: the full row for ZIFF DAVIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,926 shares; 2025Q1: 4,926 shares; 2025Q2: 4,926 shares; 2025Q3: 4,926 shares; 2025Q4: 2,856 shares 2,856 $100K <0.01% -2,070 Timeline PAC GRUPO AEROPORTUNARIO DEL PAC More: the full row for GRUPO AEROPORTUNARIO DEL PAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 377 shares; 2025Q2: 377 shares; 2025Q3: 377 shares; 2025Q4: 377 shares 377 $99.4K <0.01% 0 Timeline STN STANTEC INC More: the full row for STANTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,028 shares; 2025Q2: 1,028 shares; 2025Q3: 1,028 shares; 2025Q4: 1,028 shares 1,028 $97K <0.01% 0 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: restricted; 2024Q4: 384 shares; 2025Q1: 384 shares; 2025Q2: 384 shares; 2025Q3: 999 shares; 2025Q4: 1,099 shares 1,099 $96.9K <0.01% +100 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 802 shares; 2025Q1: 731 shares; 2025Q2: 731 shares; 2025Q3: 731 shares; 2025Q4: 797 shares 797 $95.4K <0.01% +66 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,772 shares; 2025Q1: 5,342 shares; 2025Q2: 5,652 shares; 2025Q3: 2,528 shares; 2025Q4: 2,574 shares 2,574 $95K <0.01% +46 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 472 shares; 2025Q1: 479 shares; 2025Q2: 482 shares; 2025Q3: 485 shares; 2025Q4: 602 shares 602 $93.1K <0.01% +117 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,401 shares 1,401 $91.6K <0.01% new 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: restricted; 2024Q4: 1,114 shares; 2025Q1: 1,120 shares; 2025Q2: 1,127 shares; 2025Q3: 1,133 shares; 2025Q4: 1,140 shares 1,140 $91.6K <0.01% +7 Timeline RFG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,734 shares; 2025Q1: 1,734 shares; 2025Q2: 1,734 shares; 2025Q3: 1,734 shares; 2025Q4: 1,735 shares 1,735 $91K <0.01% +1 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,256 shares; 2025Q1: 925 shares; 2025Q2: 1,026 shares; 2025Q3: 1,016 shares; 2025Q4: 972 shares 972 $91K <0.01% -44 Timeline TY TRI CONTL CORP More: the full row for TRI CONTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,000 shares; 2025Q3: 2,767 shares; 2025Q4: 2,767 shares 2,767 $90.4K <0.01% 0 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: restricted; 2024Q4: 7,392 shares; 2025Q1: 6,601 shares; 2025Q2: 6,691 shares; 2025Q3: 6,762 shares; 2025Q4: 6,834 shares 6,834 $89.7K <0.01% +72 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 101 shares; 2025Q1: 101 shares; 2025Q2: 608 shares; 2025Q3: 608 shares; 2025Q4: 658 shares 658 $89.3K <0.01% +50 Timeline BMRN BIOMARIN PHARMACEUTICAL INC More: the full row for BIOMARIN PHARMACEUTICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,500 shares; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares 1,500 $89.1K <0.01% 0 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: restricted; 2024Q4: 2,145 shares; 2025Q1: 2,002 shares; 2025Q2: 2,002 shares; 2025Q3: 2,002 shares; 2025Q4: 2,002 shares 2,002 $88.8K <0.01% 0 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20 shares; 2025Q1: 826 shares; 2025Q2: 829 shares; 2025Q3: 838 shares; 2025Q4: 844 shares 844 $87.8K <0.01% +6 Timeline CWT CALIFORNIA WTR SVC GROUP More: the full row for CALIFORNIA WTR SVC GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,013 shares; 2025Q1: 2,013 shares; 2025Q2: 2,013 shares; 2025Q3: 2,013 shares; 2025Q4: 2,013 shares 2,013 $87.2K <0.01% 0 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: restricted; 2024Q4: 2,400 shares; 2025Q1: 2,400 shares; 2025Q2: 2,400 shares; 2025Q3: 2,400 shares; 2025Q4: 2,400 shares 2,400 $87.1K <0.01% 0 Timeline EWA ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,300 shares; 2025Q1: 3,300 shares; 2025Q2: 3,300 shares; 2025Q3: 3,300 shares; 2025Q4: 3,300 shares 3,300 $86.4K <0.01% 0 Timeline EBF ENNIS INC More: the full row for ENNIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,703 shares; 2025Q1: 4,724 shares; 2025Q2: 4,748 shares; 2025Q3: 4,772 shares; 2025Q4: 4,797 shares 4,797 $86.4K <0.01% +25 Timeline KOF COCA-COLA FEMSA SAB DE CV More: the full row for COCA-COLA FEMSA SAB DE CV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 908 shares; 2025Q2: 908 shares; 2025Q3: 908 shares; 2025Q4: 908 shares 908 $86K <0.01% 0 Timeline BALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,508 shares; 2025Q1: 2,508 shares; 2025Q2: 2,508 shares; 2025Q3: 2,508 shares; 2025Q4: 2,508 shares 2,508 $84K <0.01% 0 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 433 shares; 2025Q1: 437 shares; 2025Q2: 442 shares; 2025Q3: 446 shares; 2025Q4: 450 shares 450 $83.4K <0.01% +4 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,200 shares; 2025Q1: 3,200 shares; 2025Q2: 3,200 shares; 2025Q3: 3,200 shares; 2025Q4: 3,200 shares 3,200 $82.4K <0.01% 0 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 102 shares; 2025Q2: 102 shares; 2025Q3: 966 shares; 2025Q4: 966 shares 966 $81.8K <0.01% 0 Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 679 shares; 2025Q1: 679 shares; 2025Q2: 679 shares; 2025Q3: 679 shares; 2025Q4: 679 shares 679 $81.3K <0.01% 0 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 501 shares; 2025Q3: 501 shares; 2025Q4: 501 shares 501 $78.5K <0.01% 0 Timeline CSW CSW INDUSTRIALS INC More: the full row for CSW INDUSTRIALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,020 shares; 2025Q1: 262 shares; 2025Q2: 262 shares; 2025Q3: 262 shares; 2025Q4: 262 shares 262 $76.9K <0.01% 0 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 224 shares; 2025Q1: 224 shares; 2025Q2: 224 shares; 2025Q3: 224 shares; 2025Q4: 224 shares 224 $76.2K <0.01% 0 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 3,465 shares; 2025Q2: 3,465 shares; 2025Q3: 2,891 shares; 2025Q4: 2,891 shares 2,891 $75.8K <0.01% 0 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14 shares; 2025Q1: 14 shares; 2025Q2: 14 shares; 2025Q3: 14 shares; 2025Q4: 37 shares 37 $74.5K <0.01% +23 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,130 shares; 2025Q1: 1,135 shares; 2025Q2: 1,141 shares; 2025Q3: 1,145 shares; 2025Q4: 1,151 shares 1,151 $73K <0.01% +6 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 251 shares; 2025Q1: 230 shares; 2025Q2: 1,232 shares; 2025Q3: 1,232 shares; 2025Q4: 1,237 shares 1,237 $72.5K <0.01% +5 Timeline FUTY 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: restricted; 2024Q4: 1,300 shares; 2025Q1: 1,300 shares; 2025Q2: 1,300 shares; 2025Q3: 1,300 shares; 2025Q4: 1,300 shares 1,300 $71.8K <0.01% 0 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 288 shares; 2025Q1: 241 shares; 2025Q2: 241 shares; 2025Q3: 241 shares; 2025Q4: 241 shares 241 $71.3K <0.01% 0 Timeline 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: restricted; 2024Q4: 1,844 shares; 2025Q1: 1,639 shares; 2025Q2: 1,647 shares; 2025Q3: 1,585 shares; 2025Q4: 1,549 shares 1,549 $70K <0.01% -36 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 115 shares; 2025Q1: 115 shares; 2025Q2: 115 shares; 2025Q3: 115 shares; 2025Q4: 120 shares 120 $69.7K <0.01% +5 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: restricted; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares 300 $68.4K <0.01% 0 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 313 shares; 2025Q1: 317 shares; 2025Q2: 258 shares; 2025Q3: 215 shares; 2025Q4: 215 shares 215 $67.1K <0.01% 0 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 791 shares; 2025Q1: 758 shares; 2025Q2: 648 shares; 2025Q3: 594 shares; 2025Q4: 382 shares 382 $67K <0.01% -212 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 335 shares; 2025Q1: 335 shares; 2025Q2: 335 shares; 2025Q3: 335 shares; 2025Q4: 335 shares 335 $66.9K <0.01% 0 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,517 shares; 2025Q1: 1,452 shares; 2025Q2: 1,106 shares; 2025Q3: 1,106 shares; 2025Q4: 1,106 shares 1,106 $66.8K <0.01% 0 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 361 shares; 2025Q1: 345 shares; 2025Q2: 345 shares; 2025Q3: 345 shares; 2025Q4: 345 shares 345 $66.8K <0.01% 0 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 753 shares; 2025Q1: 750 shares; 2025Q2: 750 shares; 2025Q3: 750 shares; 2025Q4: 750 shares 750 $66.7K <0.01% 0 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 748 shares; 2025Q1: 748 shares; 2025Q2: 748 shares; 2025Q3: 748 shares; 2025Q4: 748 shares 748 $65.9K <0.01% 0 Timeline FSV FIRSTSERVICE CORP NEW More: the full row for FIRSTSERVICE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 419 shares; 2025Q1: 420 shares; 2025Q2: 420 shares; 2025Q3: 421 shares; 2025Q4: 421 shares 421 $65.6K <0.01% 0 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 162 shares; 2025Q1: 164 shares; 2025Q2: 164 shares; 2025Q3: 164 shares; 2025Q4: 170 shares 170 $65.3K <0.01% +6 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 549 shares; 2025Q1: 549 shares; 2025Q2: 549 shares; 2025Q3: 549 shares; 2025Q4: 549 shares 549 $64.1K <0.01% 0 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 648 shares; 2025Q1: 479 shares; 2025Q2: 483 shares; 2025Q3: 444 shares; 2025Q4: 449 shares 449 $63.4K <0.01% +5 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: restricted; 2024Q4: 174 shares; 2025Q1: 176 shares; 2025Q2: 176 shares; 2025Q3: 177 shares; 2025Q4: 176 shares 176 $62.3K <0.01% -1 Timeline XCHYX CALAMOS CONV & HIGH INCOME F More: the full row for CALAMOS CONV & HIGH INCOME F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,407 shares; 2025Q3: 5,407 shares; 2025Q4: 5,407 shares 5,407 $61.2K <0.01% 0 Timeline