GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 505,971 shares; 2024Q3: 584,308 shares; 2024Q4: 682,293 shares; 2025Q1: 753,956 shares 753,956 $17.3M 4.18% +71,663 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 64,270 shares; 2024Q3: 92,291 shares; 2024Q4: 170,944 shares; 2025Q1: 195,292 shares 195,292 $15.7M 3.78% +24,348 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 87,960 shares; 2024Q3: 104,419 shares; 2024Q4: 133,160 shares; 2025Q1: 146,343 shares 146,343 $12M 2.88% +13,183 Timeline SPMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 337,142 shares; 2024Q3: 416,969 shares; 2024Q4: 486,106 shares; 2025Q1: 539,655 shares 539,655 $11.9M 2.87% +53,549 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 140,943 shares; 2024Q3: 204,582 shares; 2024Q4: 278,542 shares; 2025Q1: 314,306 shares 314,306 $11.4M 2.76% +35,764 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 178,736 shares; 2024Q3: 211,225 shares; 2024Q4: 246,507 shares; 2025Q1: 267,901 shares 267,901 $11.4M 2.75% +21,394 Timeline SECT NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 248,733 shares; 2024Q3: 227,853 shares; 2024Q4: 222,948 shares; 2025Q1: 221,287 shares 221,287 $11.3M 2.72% -1,661 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 37,307 shares; 2024Q3: 38,745 shares; 2024Q4: 39,720 shares; 2025Q1: 47,153 shares 47,153 $8.97M 2.16% +7,433 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 95,631 shares; 2024Q3: 135,675 shares; 2024Q4: 149,081 shares; 2025Q1: 171,797 shares 171,797 $8.77M 2.11% +22,716 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 274,550 shares; 2024Q3: 317,072 shares; 2024Q4: 284,707 shares; 2025Q1: 316,144 shares 316,144 $8.62M 2.08% +31,437 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 13,732 shares; 2024Q3: 13,645 shares; 2024Q4: 16,847 shares; 2025Q1: 20,095 shares 20,095 $7.54M 1.82% +3,248 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 15,070 shares; 2024Q3: 26,875 shares; 2024Q4: 30,984 shares; 2025Q1: 33,263 shares 33,263 $7.39M 1.78% +2,279 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 11,013 shares; 2024Q3: 12,475 shares; 2024Q4: 14,884 shares; 2025Q1: 17,728 shares 17,728 $6.21M 1.5% +2,844 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 644 shares; 2024Q3: 759 shares; 2024Q4: 4,390 shares; 2025Q1: 6,707 shares 6,707 $5.54M 1.34% +2,317 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 74,003 shares; 2024Q3: 91,861 shares; 2024Q4: 98,135 shares; 2025Q1: 106,196 shares 106,196 $5.38M 1.3% +8,061 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 109,144 shares; 2024Q3: 132,735 shares; 2024Q4: 167,674 shares; 2025Q1: 177,913 shares 177,913 $5.36M 1.29% +10,239 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 10,702 shares; 2024Q3: 21,871 shares; 2024Q4: 28,640 shares; 2025Q1: 37,310 shares 37,310 $5.22M 1.26% +8,670 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 5,141 shares; 2024Q3: 5,661 shares; 2024Q4: 6,707 shares; 2025Q1: 7,863 shares 7,863 $4.31M 1.04% +1,156 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 33,993 shares; 2024Q3: 50,124 shares; 2024Q4: 89,879 shares; 2025Q1: 104,116 shares 104,116 $4.24M 1.02% +14,237 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 28,906 shares; 2024Q3: 43,281 shares; 2024Q4: 43,656 shares; 2025Q1: 50,853 shares 50,853 $4.22M 1.02% +7,197 Timeline SPEM 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 51,030 shares; 2024Q3: 73,792 shares; 2024Q4: 92,272 shares; 2025Q1: 105,799 shares 105,799 $4.17M 1% +13,527 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 17,936 shares; 2024Q3: 19,511 shares; 2024Q4: 22,915 shares; 2025Q1: 26,711 shares 26,711 $3.54M 0.85% +3,796 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 67,613 shares; 2024Q3: 74,933 shares; 2024Q4: 88,378 shares; 2025Q1: 93,322 shares 93,322 $3.44M 0.83% +4,944 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 18,283 shares; 2024Q3: 26,153 shares; 2024Q4: 30,568 shares; 2025Q1: 34,622 shares 34,622 $3.31M 0.8% +4,054 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 12,162 shares; 2024Q3: 15,156 shares; 2024Q4: 18,353 shares; 2025Q1: 20,608 shares 20,608 $3.19M 0.77% +2,255 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,821 shares; 2024Q3: 4,284 shares; 2024Q4: 5,145 shares; 2025Q1: 6,090 shares 6,090 $3.03M 0.73% +945 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 7,430 shares; 2024Q3: 14,146 shares; 2024Q4: 21,367 shares; 2025Q1: 27,719 shares 27,719 $3M 0.72% +6,352 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 15,099 shares; 2024Q3: 17,308 shares; 2024Q4: 20,749 shares; 2025Q1: 21,295 shares 21,295 $2.82M 0.68% +546 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 25,743 shares; 2024Q3: 25,318 shares; 2024Q4: 28,953 shares; 2025Q1: 28,745 shares 28,745 $2.74M 0.66% -208 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,772 shares; 2024Q3: 2,031 shares; 2024Q4: 2,315 shares; 2025Q1: 6,809 shares 6,809 $2.72M 0.66% +4,494 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 8,334 shares; 2024Q3: 9,140 shares; 2024Q4: 10,636 shares; 2025Q1: 10,086 shares 10,086 $2.71M 0.65% -550 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 4,047 shares; 2024Q3: 2,857 shares; 2024Q4: 3,400 shares; 2025Q1: 2,861 shares 2,861 $2.67M 0.64% -539 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,871 shares; 2024Q3: 3,295 shares; 2024Q4: 4,220 shares; 2025Q1: 4,949 shares 4,949 $2.64M 0.64% +729 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,662 shares; 2024Q3: 4,923 shares; 2024Q4: 5,806 shares; 2025Q1: 6,861 shares 6,861 $2.63M 0.63% +1,055 Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 34,013 shares; 2024Q3: 50,135 shares; 2024Q4: 39,531 shares; 2025Q1: 45,844 shares 45,844 $2.59M 0.62% +6,313 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 16,990 shares; 2024Q3: 15,263 shares; 2024Q4: 18,537 shares; 2025Q1: 16,523 shares 16,523 $2.58M 0.62% -2,014 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 6,008 shares; 2024Q3: 6,554 shares; 2024Q4: 10,046 shares; 2025Q1: 15,260 shares 15,260 $2.51M 0.61% +5,214 Timeline JMBS JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 62,565 shares; 2024Q3: 62,720 shares; 2024Q4: 51,123 shares; 2025Q1: 51,882 shares 51,882 $2.35M 0.57% +759 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 24,369 shares; 2024Q3: 27,817 shares; 2024Q4: 34,837 shares; 2025Q1: 51,292 shares 51,292 $2.33M 0.56% +16,455 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 13,853 shares; 2024Q3: 15,170 shares; 2024Q4: 18,225 shares; 2025Q1: 20,115 shares 20,115 $2.18M 0.53% +1,890 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 28,764 shares; 2024Q3: 33,935 shares; 2024Q4: 35,649 shares; 2025Q1: 35,097 shares 35,097 $2.17M 0.52% -552 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 17,404 shares; 2024Q3: 22,699 shares; 2024Q4: 38,064 shares; 2025Q1: 42,456 shares 42,456 $2.15M 0.52% +4,392 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 17,574 shares; 2024Q3: 21,027 shares; 2024Q4: 23,383 shares; 2025Q1: 23,754 shares 23,754 $2.13M 0.51% +371 Timeline RYAN RYAN SPECIALTY HOLDINGS INC More: the full row for RYAN SPECIALTY HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 18,991 shares; 2024Q3: 20,081 shares; 2024Q4: 24,753 shares; 2025Q1: 28,434 shares 28,434 $2.1M 0.51% +3,681 Timeline JBBB JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 38,123 shares; 2024Q3: 44,982 shares; 2024Q4: 40,414 shares; 2025Q1: 42,234 shares 42,234 $2.06M 0.5% +1,820 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,286 shares; 2024Q3: 2,542 shares; 2024Q4: 2,988 shares; 2025Q1: 3,602 shares 3,602 $2.04M 0.49% +614 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 781 shares; 2024Q3: 1,302 shares; 2024Q4: 2,233 shares; 2025Q1: 3,489 shares 3,489 $2.01M 0.48% +1,256 Timeline CSMD PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 113,418 shares; 2024Q3: 112,727 shares; 2024Q4: 71,468 shares; 2025Q1: 71,725 shares 71,725 $1.98M 0.48% +257 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 20,228 shares; 2024Q3: 23,103 shares; 2024Q4: 27,719 shares; 2025Q1: 27,266 shares 27,266 $1.89M 0.46% -453 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 4,355 shares; 2024Q3: 4,802 shares; 2024Q4: 5,123 shares; 2025Q1: 5,912 shares 5,912 $1.84M 0.44% +789 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 8,507 shares; 2024Q3: 8,421 shares; 2024Q4: 10,262 shares; 2025Q1: 11,591 shares 11,591 $1.84M 0.44% +1,329 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 8,743 shares; 2024Q3: 9,850 shares; 2024Q4: 12,090 shares; 2025Q1: 14,271 shares 14,271 $1.78M 0.43% +2,181 Timeline PHYL PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 52,919 shares; 2024Q3: 53,053 shares; 2024Q4: 48,278 shares; 2025Q1: 49,092 shares 49,092 $1.71M 0.41% +814 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 8,224 shares; 2024Q3: 9,055 shares; 2024Q4: 10,582 shares; 2025Q1: 11,373 shares 11,373 $1.71M 0.41% +791 Timeline UNILEVER PLC UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 20,910 shares; 2024Q3: 22,578 shares; 2024Q4: 27,621 shares; 2025Q1: 28,536 shares 28,536 $1.7M 0.41% +915 COO COOPER COS INC More: the full row for COOPER COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 11,672 shares; 2024Q3: 12,880 shares; 2024Q4: 15,847 shares; 2025Q1: 19,660 shares 19,660 $1.66M 0.4% +3,813 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 56,380 shares; 2025Q1: 63,542 shares 63,542 $1.61M 0.39% +7,162 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,600 shares; 2024Q3: 4,822 shares; 2024Q4: 7,498 shares; 2025Q1: 9,420 shares 9,420 $1.61M 0.39% +1,922 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 7,709 shares; 2024Q3: 10,684 shares; 2024Q4: 13,476 shares; 2025Q1: 16,130 shares 16,130 $1.59M 0.38% +2,654 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 17,658 shares; 2024Q3: 20,040 shares; 2024Q4: 24,473 shares; 2025Q1: 28,038 shares 28,038 $1.59M 0.38% +3,565 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,829 shares; 2024Q3: 4,720 shares; 2024Q4: 5,584 shares; 2025Q1: 6,722 shares 6,722 $1.57M 0.38% +1,138 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 9,128 shares; 2024Q3: 9,745 shares; 2024Q4: 11,094 shares; 2025Q1: 12,953 shares 12,953 $1.55M 0.37% +1,859 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,955 shares; 2024Q3: 3,031 shares; 2024Q4: 4,521 shares; 2025Q1: 5,926 shares 5,926 $1.54M 0.37% +1,405 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 4,101 shares; 2024Q3: 3,885 shares; 2024Q4: 5,115 shares; 2025Q1: 6,077 shares 6,077 $1.49M 0.36% +962 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 7,699 shares; 2024Q3: 8,888 shares; 2024Q4: 10,658 shares; 2025Q1: 12,141 shares 12,141 $1.48M 0.36% +1,483 Timeline BIZD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 58,900 shares; 2024Q3: 68,376 shares; 2024Q4: 83,600 shares; 2025Q1: 86,136 shares 86,136 $1.44M 0.35% +2,536 Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,379 shares; 2024Q3: 3,890 shares; 2024Q4: 4,660 shares; 2025Q1: 6,393 shares 6,393 $1.43M 0.35% +1,733 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,405 shares; 2024Q3: 3,715 shares; 2024Q4: 3,888 shares; 2025Q1: 1,778 shares 1,778 $1.42M 0.34% -2,110 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 5,772 shares; 2024Q3: 5,391 shares; 2024Q4: 6,562 shares; 2025Q1: 8,292 shares 8,292 $1.39M 0.33% +1,730 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,038 shares; 2024Q3: 2,029 shares; 2024Q4: 2,211 shares; 2025Q1: 2,466 shares 2,466 $1.39M 0.33% +255 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 2,813 shares; 2024Q4: 3,665 shares; 2025Q1: 13,925 shares 13,925 $1.37M 0.33% +10,260 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 10,793 shares; 2024Q3: 11,051 shares; 2024Q4: 11,411 shares; 2025Q1: 11,677 shares 11,677 $1.32M 0.32% +266 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 9,181 shares; 2024Q3: 8,094 shares; 2024Q4: 14,451 shares; 2025Q1: 14,108 shares 14,108 $1.29M 0.31% -343 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,202 shares; 2024Q3: 2,634 shares; 2024Q4: 2,101 shares; 2025Q1: 2,469 shares 2,469 $1.29M 0.31% +368 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 21,644 shares; 2024Q3: 24,616 shares; 2024Q4: 29,224 shares; 2025Q1: 34,606 shares 34,606 $1.28M 0.31% +5,382 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 15,656 shares; 2024Q3: 17,555 shares; 2024Q4: 17,148 shares; 2025Q1: 17,763 shares 17,763 $1.28M 0.31% +615 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,830 shares; 2024Q3: 3,255 shares; 2024Q4: 4,034 shares; 2025Q1: 4,642 shares 4,642 $1.27M 0.31% +608 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 18,067 shares; 2024Q3: 21,138 shares; 2024Q4: 24,843 shares; 2025Q1: 28,318 shares 28,318 $1.25M 0.3% +3,475 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,472 shares; 2024Q3: 4,062 shares; 2024Q4: 4,865 shares; 2025Q1: 5,471 shares 5,471 $1.25M 0.3% +606 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 2,359 shares; 2024Q4: 9,957 shares; 2025Q1: 11,818 shares 11,818 $1.24M 0.3% +1,861 Timeline HEI-A HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,430 shares; 2024Q3: 4,006 shares; 2024Q4: 4,835 shares; 2025Q1: 5,870 shares 5,870 $1.24M 0.3% +1,035 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 2,025 shares; 2024Q4: 3,700 shares; 2025Q1: 2,171 shares 2,171 $1.21M 0.29% -1,529 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 10,275 shares; 2024Q3: 9,408 shares; 2024Q4: 11,584 shares; 2025Q1: 11,492 shares 11,492 $1.19M 0.29% -92 Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,094 shares 9,094 $1.19M 0.29% new Timeline OLLI OLLIES BARGAIN OUTLET HLDGS More: the full row for OLLIES BARGAIN OUTLET HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 5,314 shares; 2024Q3: 6,350 shares; 2024Q4: 7,678 shares; 2025Q1: 10,059 shares 10,059 $1.17M 0.28% +2,381 Timeline AAON AAON INC More: the full row for AAON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 8,321 shares; 2024Q3: 10,226 shares; 2024Q4: 12,285 shares; 2025Q1: 14,923 shares 14,923 $1.17M 0.28% +2,638 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,938 shares; 2024Q3: 4,434 shares; 2024Q4: 5,284 shares; 2025Q1: 6,660 shares 6,660 $1.15M 0.28% +1,376 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,050 shares; 2024Q3: 4,121 shares; 2024Q4: 4,971 shares; 2025Q1: 7,379 shares 7,379 $1.13M 0.27% +2,408 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 14,058 shares; 2024Q3: 18,285 shares; 2024Q4: 13,633 shares; 2025Q1: 16,622 shares 16,622 $1.13M 0.27% +2,989 Timeline MORN MORNINGSTAR INC More: the full row for MORNINGSTAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,249 shares; 2024Q3: 2,500 shares; 2024Q4: 3,062 shares; 2025Q1: 3,728 shares 3,728 $1.12M 0.27% +666 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,949 shares; 2024Q3: 2,040 shares; 2024Q4: 3,229 shares; 2025Q1: 3,531 shares 3,531 $1.1M 0.27% +302 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,392 shares; 2024Q3: 1,616 shares; 2024Q4: 1,722 shares; 2025Q1: 2,130 shares 2,130 $1.06M 0.26% +408 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,240 shares; 2024Q3: 2,954 shares; 2024Q4: 3,355 shares; 2025Q1: 6,317 shares 6,317 $1.05M 0.25% +2,962 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 10,378 shares; 2024Q4: 12,993 shares; 2025Q1: 13,903 shares 13,903 $1.02M 0.25% +910 Timeline PAYC PAYCOM SOFTWARE INC More: the full row for PAYCOM SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,857 shares; 2024Q3: 3,380 shares; 2024Q4: 3,931 shares; 2025Q1: 4,674 shares 4,674 $1.02M 0.25% +743 Timeline NCNO NCINO INC More: the full row for NCINO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 23,290 shares; 2024Q3: 26,658 shares; 2024Q4: 30,766 shares; 2025Q1: 36,435 shares 36,435 $1M 0.24% +5,669 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 17,714 shares; 2024Q3: 16,979 shares; 2024Q4: 21,044 shares; 2025Q1: 23,946 shares 23,946 $999K 0.24% +2,902 Timeline WTS WATTS WATER TECHNOLOGIES INC More: the full row for WATTS WATER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,089 shares; 2024Q3: 3,445 shares; 2024Q4: 4,267 shares; 2025Q1: 4,873 shares 4,873 $994K 0.24% +606 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,282 shares; 2024Q3: 1,462 shares; 2024Q4: 1,835 shares; 2025Q1: 2,180 shares 2,180 $946K 0.23% +345 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,461 shares; 2024Q3: 3,884 shares; 2024Q4: 4,614 shares; 2025Q1: 5,853 shares 5,853 $945K 0.23% +1,239 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 8,522 shares; 2024Q3: 6,672 shares; 2024Q4: 7,191 shares; 2025Q1: 7,818 shares 7,818 $930K 0.22% +627 Timeline POOL POOL CORP More: the full row for POOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,369 shares; 2024Q3: 1,898 shares; 2024Q4: 2,302 shares; 2025Q1: 2,880 shares 2,880 $917K 0.22% +578 Timeline CVLT COMMVAULT SYS INC More: the full row for COMMVAULT SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,639 shares; 2024Q3: 3,589 shares; 2024Q4: 4,316 shares; 2025Q1: 5,792 shares 5,792 $914K 0.22% +1,476 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 15,401 shares; 2024Q3: 13,966 shares; 2024Q4: 13,377 shares; 2025Q1: 15,266 shares 15,266 $912K 0.22% +1,889 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,050 shares; 2024Q3: 2,344 shares; 2024Q4: 2,877 shares; 2025Q1: 3,884 shares 3,884 $906K 0.22% +1,007 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 8,927 shares; 2024Q3: 9,881 shares; 2024Q4: 11,385 shares; 2025Q1: 10,258 shares 10,258 $901K 0.22% -1,127 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,507 shares; 2024Q3: 2,753 shares; 2024Q4: 3,361 shares; 2025Q1: 4,089 shares 4,089 $890K 0.21% +728 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,206 shares; 2024Q3: 2,666 shares; 2024Q4: 3,241 shares; 2025Q1: 4,109 shares 4,109 $861K 0.21% +868 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 5,390 shares; 2024Q3: 6,105 shares; 2024Q4: 7,375 shares; 2025Q1: 9,994 shares 9,994 $859K 0.21% +2,619 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 7,211 shares; 2024Q3: 9,399 shares; 2024Q4: 11,467 shares; 2025Q1: 13,952 shares 13,952 $851K 0.21% +2,485 Timeline CSGP COSTAR GROUP INC More: the full row for COSTAR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 8,945 shares; 2025Q1: 10,726 shares 10,726 $850K 0.2% +1,781 Timeline SFBS SERVISFIRST BANCSHARES INC More: the full row for SERVISFIRST BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 6,930 shares; 2024Q3: 7,543 shares; 2024Q4: 8,853 shares; 2025Q1: 10,206 shares 10,206 $843K 0.2% +1,353 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 8,499 shares; 2024Q3: 10,423 shares; 2024Q4: 14,688 shares; 2025Q1: 22,259 shares 22,259 $843K 0.2% +7,571 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 759 shares; 2024Q3: 1,186 shares; 2024Q4: 1,486 shares; 2025Q1: 1,853 shares 1,853 $842K 0.2% +367 Timeline BILS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 7,404 shares; 2024Q3: 8,229 shares; 2024Q4: 8,489 shares; 2025Q1: 8,387 shares 8,387 $834K 0.2% -102 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,637 shares; 2024Q3: 1,927 shares; 2024Q4: 2,269 shares; 2025Q1: 2,801 shares 2,801 $834K 0.2% +532 Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 32,349 shares; 2024Q3: 28,624 shares; 2024Q4: 34,858 shares; 2025Q1: 48,224 shares 48,224 $828K 0.2% +13,366 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 5,375 shares; 2024Q3: 5,911 shares; 2024Q4: 7,226 shares; 2025Q1: 9,447 shares 9,447 $821K 0.2% +2,221 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 4,105 shares; 2024Q3: 4,096 shares; 2024Q4: 5,052 shares; 2025Q1: 7,258 shares 7,258 $806K 0.19% +2,206 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 7,291 shares; 2024Q3: 8,798 shares; 2024Q4: 10,667 shares; 2025Q1: 11,202 shares 11,202 $795K 0.19% +535 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,975 shares; 2024Q3: 2,237 shares; 2024Q4: 3,101 shares; 2025Q1: 4,175 shares 4,175 $794K 0.19% +1,074 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,392 shares; 2024Q3: 3,380 shares; 2024Q4: 3,763 shares; 2025Q1: 5,337 shares 5,337 $775K 0.19% +1,574 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,237 shares; 2024Q3: 1,495 shares; 2024Q4: 1,982 shares; 2025Q1: 1,165 shares 1,165 $772K 0.19% -817 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,512 shares; 2024Q3: 2,811 shares; 2024Q4: 3,326 shares; 2025Q1: 4,238 shares 4,238 $769K 0.19% +912 Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,655 shares; 2024Q3: 1,775 shares; 2024Q4: 1,592 shares; 2025Q1: 1,823 shares 1,823 $765K 0.18% +231 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,293 shares; 2024Q3: 1,522 shares; 2024Q4: 1,940 shares; 2025Q1: 2,082 shares 2,082 $763K 0.18% +142 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 4,948 shares; 2024Q3: 4,893 shares; 2024Q4: 5,309 shares; 2025Q1: 4,461 shares 4,461 $762K 0.18% -848 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 6,919 shares; 2024Q3: 8,620 shares; 2024Q4: 9,928 shares; 2025Q1: 10,594 shares 10,594 $759K 0.18% +666 Timeline AES AES CORP More: the full row for AES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 24,976 shares; 2024Q3: 28,325 shares; 2024Q4: 49,819 shares; 2025Q1: 60,000 shares 60,000 $745K 0.18% +10,181 Timeline ENTG ENTEGRIS INC More: the full row for ENTEGRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 5,063 shares; 2024Q3: 5,499 shares; 2024Q4: 6,929 shares; 2025Q1: 8,486 shares 8,486 $742K 0.18% +1,557 Timeline TFIN TRIUMPH FINANCIAL INC More: the full row for TRIUMPH FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 8,259 shares; 2024Q3: 9,256 shares; 2024Q4: 10,718 shares; 2025Q1: 12,776 shares 12,776 $738K 0.18% +2,058 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,773 shares; 2024Q3: 2,008 shares; 2024Q4: 2,367 shares; 2025Q1: 3,023 shares 3,023 $736K 0.18% +656 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 14,040 shares; 2024Q3: 11,063 shares; 2024Q4: 13,477 shares; 2025Q1: 15,918 shares 15,918 $729K 0.18% +2,441 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 19,148 shares; 2024Q3: 14,696 shares; 2024Q4: 17,945 shares; 2025Q1: 22,834 shares 22,834 $724K 0.17% +4,889 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,913 shares; 2024Q3: 2,968 shares; 2024Q4: 6,918 shares; 2025Q1: 6,848 shares 6,848 $722K 0.17% -70 Timeline PJT PJT PARTNERS INC More: the full row for PJT PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,316 shares; 2024Q3: 2,700 shares; 2024Q4: 3,569 shares; 2025Q1: 5,194 shares 5,194 $716K 0.17% +1,625 Timeline ITGR INTEGER HLDGS CORP More: the full row for INTEGER HLDGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,410 shares; 2024Q3: 3,912 shares; 2024Q4: 4,614 shares; 2025Q1: 6,054 shares 6,054 $714K 0.17% +1,440 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,380 shares; 2024Q3: 1,500 shares; 2024Q4: 1,802 shares; 2025Q1: 2,155 shares 2,155 $709K 0.17% +353 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 15,705 shares; 2024Q3: 16,975 shares; 2024Q4: 20,843 shares; 2025Q1: 23,897 shares 23,897 $703K 0.17% +3,054 Timeline HDB HDFC BANK LTD More: the full row for HDFC BANK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 6,517 shares; 2024Q3: 7,932 shares; 2024Q4: 9,074 shares; 2025Q1: 10,557 shares 10,557 $701K 0.17% +1,483 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,244 shares; 2024Q3: 1,425 shares; 2024Q4: 1,688 shares; 2025Q1: 2,140 shares 2,140 $700K 0.17% +452 Timeline LRN STRIDE INC More: the full row for STRIDE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 3,625 shares; 2024Q4: 4,689 shares; 2025Q1: 5,487 shares 5,487 $694K 0.17% +798 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,268 shares; 2024Q3: 3,678 shares; 2024Q4: 4,305 shares; 2025Q1: 5,425 shares 5,425 $693K 0.17% +1,120 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,219 shares; 2024Q3: 1,290 shares; 2024Q4: 2,029 shares; 2025Q1: 2,077 shares 2,077 $685K 0.17% +48 Timeline LMAT LEMAITRE VASCULAR INC More: the full row for LEMAITRE VASCULAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 4,728 shares; 2024Q3: 6,759 shares; 2024Q4: 8,119 shares; 2025Q1: 8,134 shares 8,134 $682K 0.16% +15 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 4,510 shares; 2024Q3: 4,859 shares; 2024Q4: 9,280 shares; 2025Q1: 11,155 shares 11,155 $677K 0.16% +1,875 Timeline MMSI MERIT MED SYS INC More: the full row for MERIT MED SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,486 shares; 2024Q3: 4,101 shares; 2024Q4: 4,893 shares; 2025Q1: 6,372 shares 6,372 $674K 0.16% +1,479 Timeline BSY BENTLEY SYS INC More: the full row for BENTLEY SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 10,207 shares; 2024Q3: 11,794 shares; 2024Q4: 13,773 shares; 2025Q1: 16,964 shares 16,964 $667K 0.16% +3,191 Timeline LGND LIGAND PHARMACEUTICALS INC More: the full row for LIGAND PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,663 shares; 2024Q3: 4,376 shares; 2024Q4: 5,095 shares; 2025Q1: 6,331 shares 6,331 $666K 0.16% +1,236 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,916 shares; 2024Q3: 3,768 shares; 2024Q4: 4,781 shares; 2025Q1: 5,617 shares 5,617 $655K 0.16% +836 Timeline IDCC INTERDIGITAL INC More: the full row for INTERDIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,399 shares; 2025Q1: 3,146 shares 3,146 $650K 0.16% +747 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,433 shares; 2024Q3: 1,631 shares; 2024Q4: 2,021 shares; 2025Q1: 2,682 shares 2,682 $650K 0.16% +661 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,559 shares; 2024Q3: 2,740 shares; 2024Q4: 3,055 shares; 2025Q1: 3,763 shares 3,763 $641K 0.15% +708 Timeline SKY CHAMPION HOMES INC More: the full row for CHAMPION HOMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,870 shares; 2024Q3: 4,429 shares; 2024Q4: 5,141 shares; 2025Q1: 6,745 shares 6,745 $639K 0.15% +1,604 Timeline ACIW ACI WORLDWIDE INC More: the full row for ACI WORLDWIDE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 9,009 shares; 2025Q1: 11,677 shares 11,677 $639K 0.15% +2,668 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 548 shares; 2024Q3: 622 shares; 2024Q4: 832 shares; 2025Q1: 1,082 shares 1,082 $628K 0.15% +250 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,975 shares; 2024Q3: 2,971 shares; 2024Q4: 3,590 shares; 2025Q1: 4,268 shares 4,268 $622K 0.15% +678 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 4,931 shares; 2024Q3: 5,314 shares; 2024Q4: 6,469 shares; 2025Q1: 7,612 shares 7,612 $611K 0.15% +1,143 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 5,088 shares; 2024Q3: 8,303 shares; 2024Q4: 11,834 shares; 2025Q1: 13,723 shares 13,723 $608K 0.15% +1,889 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,602 shares; 2024Q3: 4,863 shares; 2024Q4: 3,967 shares; 2025Q1: 5,357 shares 5,357 $606K 0.15% +1,390 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 2,459 shares; 2024Q4: 3,024 shares; 2025Q1: 3,578 shares 3,578 $604K 0.15% +554 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,247 shares; 2024Q3: 1,483 shares; 2024Q4: 1,760 shares; 2025Q1: 2,069 shares 2,069 $603K 0.15% +309 Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 4,062 shares; 2024Q3: 4,589 shares; 2024Q4: 5,413 shares; 2025Q1: 6,859 shares 6,859 $600K 0.14% +1,446 Timeline RMBS RAMBUS INC DEL More: the full row for RAMBUS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 6,850 shares; 2025Q1: 11,561 shares 11,561 $599K 0.14% +4,711 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,346 shares; 2024Q3: 4,358 shares; 2024Q4: 6,151 shares; 2025Q1: 8,045 shares 8,045 $590K 0.14% +1,894 Timeline BCPC BALCHEM CORP More: the full row for BALCHEM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,913 shares; 2024Q3: 2,243 shares; 2024Q4: 2,683 shares; 2025Q1: 3,543 shares 3,543 $588K 0.14% +860 Timeline WTW WILLIS TOWERS WATSON PLC LTD More: the full row for WILLIS TOWERS WATSON PLC LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,021 shares; 2025Q1: 1,736 shares 1,736 $587K 0.14% +715 Timeline UFPT UFP TECHNOLOGIES INC More: the full row for UFP TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,563 shares; 2024Q3: 1,758 shares; 2024Q4: 2,069 shares; 2025Q1: 2,907 shares 2,907 $586K 0.14% +838 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 156 shares; 2024Q3: 191 shares; 2024Q4: 242 shares; 2025Q1: 298 shares 298 $581K 0.14% +56 Timeline BOX BOX INC More: the full row for BOX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 9,176 shares; 2024Q4: 14,032 shares; 2025Q1: 18,787 shares 18,787 $580K 0.14% +4,755 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 8,967 shares; 2024Q3: 1,049 shares; 2024Q4: 1,482 shares; 2025Q1: 2,127 shares 2,127 $571K 0.14% +645 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 16,781 shares; 2024Q3: 17,884 shares; 2024Q4: 20,942 shares; 2025Q1: 20,140 shares 20,140 $570K 0.14% -802 Timeline LII LENNOX INTL INC More: the full row for LENNOX INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 869 shares; 2024Q3: 990 shares; 2024Q4: 1,176 shares; 2025Q1: 1,009 shares 1,009 $566K 0.14% -167 Timeline KNF KNIFE RIVER CORP More: the full row for KNIFE RIVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,530 shares; 2024Q3: 4,081 shares; 2024Q4: 4,859 shares; 2025Q1: 6,210 shares 6,210 $560K 0.14% +1,351 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 712 shares; 2024Q3: 805 shares; 2024Q4: 971 shares; 2025Q1: 1,210 shares 1,210 $556K 0.13% +239 Timeline MOG-A MOOG INC More: the full row for MOOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,764 shares; 2024Q3: 2,058 shares; 2024Q4: 2,453 shares; 2025Q1: 3,189 shares 3,189 $553K 0.13% +736 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,011 shares; 2024Q3: 5,101 shares; 2024Q4: 6,070 shares; 2025Q1: 7,594 shares 7,594 $540K 0.13% +1,524 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 10,230 shares; 2024Q3: 11,039 shares; 2024Q4: 13,668 shares; 2025Q1: 15,870 shares 15,870 $533K 0.13% +2,202 Timeline NPO ENPRO INC More: the full row for ENPRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,888 shares; 2024Q3: 2,154 shares; 2024Q4: 2,540 shares; 2025Q1: 3,282 shares 3,282 $531K 0.13% +742 Timeline CALX CALIX INC More: the full row for CALIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 7,301 shares; 2024Q3: 11,311 shares; 2024Q4: 11,667 shares; 2025Q1: 14,982 shares 14,982 $531K 0.13% +3,315 Timeline ELF E L F BEAUTY INC More: the full row for E L F BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,652 shares; 2024Q3: 3,021 shares; 2024Q4: 3,999 shares; 2025Q1: 8,403 shares 8,403 $528K 0.13% +4,404 Timeline VCEL VERICEL CORP More: the full row for VERICEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 4,640 shares; 2024Q3: 7,480 shares; 2024Q4: 8,896 shares; 2025Q1: 11,728 shares 11,728 $523K 0.13% +2,832 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 19,104 shares; 2024Q3: 17,961 shares; 2024Q4: 17,961 shares; 2025Q1: 15,545 shares 15,545 $513K 0.12% -2,416 Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,514 shares; 2024Q3: 1,685 shares; 2024Q4: 1,977 shares; 2025Q1: 2,526 shares 2,526 $510K 0.12% +549 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 8,377 shares; 2024Q3: 4,889 shares; 2024Q4: 5,357 shares; 2025Q1: 5,337 shares 5,337 $509K 0.12% -20 Timeline CNS COHEN & STEERS INC More: the full row for COHEN & STEERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,525 shares; 2024Q3: 4,088 shares; 2024Q4: 4,788 shares; 2025Q1: 6,301 shares 6,301 $506K 0.12% +1,513 Timeline ABCB AMERIS BANCORP More: the full row for AMERIS BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 4,585 shares; 2024Q3: 5,344 shares; 2024Q4: 6,381 shares; 2025Q1: 8,781 shares 8,781 $506K 0.12% +2,400 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,294 shares; 2024Q3: 3,470 shares; 2024Q4: 4,804 shares; 2025Q1: 5,597 shares 5,597 $502K 0.12% +793 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 3,789 shares; 2024Q4: 3,951 shares; 2025Q1: 4,441 shares 4,441 $498K 0.12% +490 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,271 shares; 2024Q3: 2,537 shares; 2024Q4: 3,015 shares; 2025Q1: 3,805 shares 3,805 $496K 0.12% +790 Timeline ICLR ICON PUB LTD CO More: the full row for ICON PUB LTD CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,597 shares; 2024Q3: 4,142 shares; 2024Q4: 2,696 shares; 2025Q1: 2,815 shares 2,815 $493K 0.12% +119 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,571 shares 6,571 $489K 0.12% new Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 586 shares; 2025Q1: 998 shares 998 $484K 0.12% +412 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 913 shares; 2024Q3: 938 shares; 2024Q4: 989 shares; 2025Q1: 1,021 shares 1,021 $479K 0.12% +32 Timeline EXPO EXPONENT INC More: the full row for EXPONENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,499 shares; 2024Q3: 3,918 shares; 2024Q4: 4,640 shares; 2025Q1: 5,860 shares 5,860 $475K 0.11% +1,220 Timeline TILE INTERFACE INC More: the full row for INTERFACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 23,761 shares 23,761 $471K 0.11% new Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 903 shares; 2024Q4: 1,331 shares; 2025Q1: 1,788 shares 1,788 $468K 0.11% +457 Timeline NVMI NOVA LTD More: the full row for NOVA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,395 shares; 2024Q3: 1,642 shares; 2024Q4: 1,946 shares; 2025Q1: 2,539 shares 2,539 $468K 0.11% +593 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,724 shares 14,724 $456K 0.11% new Timeline CRTO CRITEO S A More: the full row for CRITEO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 8,122 shares; 2024Q4: 9,579 shares; 2025Q1: 12,812 shares 12,812 $454K 0.11% +3,233 Timeline BOOT BOOT BARN HLDGS INC More: the full row for BOOT BARN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,201 shares; 2024Q3: 3,297 shares; 2024Q4: 3,293 shares; 2025Q1: 4,200 shares 4,200 $451K 0.11% +907 Timeline OLED UNIVERSAL DISPLAY CORP More: the full row for UNIVERSAL DISPLAY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,454 shares; 2025Q1: 3,200 shares 3,200 $446K 0.11% +746 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 3,129 shares; 2024Q4: 3,916 shares; 2025Q1: 6,572 shares 6,572 $446K 0.11% +2,656 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,430 shares; 2025Q1: 1,543 shares 1,543 $445K 0.11% +113 Timeline XHLF BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 18,236 shares; 2024Q3: 11,771 shares; 2024Q4: 8,290 shares; 2025Q1: 8,813 shares 8,813 $444K 0.11% +523 Timeline BARRICK GOLD CORP BARRICK GOLD CORP More: the full row for BARRICK GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 19,939 shares; 2024Q3: 21,978 shares; 2024Q4: 26,768 shares; 2025Q1: 22,464 shares 22,464 $437K 0.11% -4,304 TMAT NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 34,008 shares; 2024Q3: 31,964 shares; 2024Q4: 24,436 shares; 2025Q1: 23,782 shares 23,782 $420K 0.1% -654 Timeline BUYW NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 35,811 shares; 2024Q3: 32,020 shares; 2024Q4: 32,589 shares; 2025Q1: 30,563 shares 30,563 $420K 0.1% -2,026 Timeline OII OCEANEERING INTL INC More: the full row for OCEANEERING INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 12,088 shares; 2024Q4: 14,477 shares; 2025Q1: 18,849 shares 18,849 $411K 0.1% +4,372 Timeline INSP INSPIRE MED SYS INC More: the full row for INSPIRE MED SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,572 shares 2,572 $410K 0.1% new Timeline PRIM PRIMORIS SVCS CORP More: the full row for PRIMORIS SVCS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 5,342 shares; 2025Q1: 7,084 shares 7,084 $407K 0.1% +1,742 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 4,999 shares; 2025Q1: 6,899 shares 6,899 $404K 0.1% +1,900 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,600 shares; 2025Q1: 2,407 shares 2,407 $403K 0.1% +807 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 7,849 shares; 2024Q4: 7,948 shares; 2025Q1: 8,341 shares 8,341 $403K 0.1% +393 Timeline YETI YETI HLDGS INC More: the full row for YETI HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 5,800 shares; 2024Q3: 7,858 shares; 2024Q4: 9,333 shares; 2025Q1: 11,935 shares 11,935 $395K 0.1% +2,602 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 12,657 shares; 2024Q3: 11,564 shares; 2024Q4: 6,485 shares; 2025Q1: 6,255 shares 6,255 $387K 0.09% -230 Timeline AVAV AEROVIRONMENT INC More: the full row for AEROVIRONMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,398 shares; 2024Q3: 2,177 shares; 2024Q4: 2,520 shares; 2025Q1: 3,176 shares 3,176 $379K 0.09% +656 Timeline CXT CRANE NXT CO More: the full row for CRANE NXT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 4,048 shares; 2024Q3: 4,748 shares; 2024Q4: 5,617 shares; 2025Q1: 7,326 shares 7,326 $377K 0.09% +1,709 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,160 shares; 2024Q3: 1,220 shares; 2024Q4: 1,247 shares; 2025Q1: 1,223 shares 1,223 $375K 0.09% -24 Timeline HLNE HAMILTON LANE INC More: the full row for HAMILTON LANE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,516 shares 2,516 $374K 0.09% new 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 748 shares; 2024Q4: 1,002 shares; 2025Q1: 1,208 shares 1,208 $369K 0.09% +206 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 1,053 shares; 2024Q4: 1,312 shares; 2025Q1: 1,518 shares 1,518 $368K 0.09% +206 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 1,123 shares; 2024Q4: 1,309 shares; 2025Q1: 1,418 shares 1,418 $367K 0.09% +109 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 8,765 shares; 2024Q3: 10,025 shares; 2024Q4: 11,929 shares; 2025Q1: 14,349 shares 14,349 $364K 0.09% +2,420 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,720 shares; 2024Q3: 2,135 shares; 2024Q4: 2,451 shares; 2025Q1: 1,446 shares 1,446 $360K 0.09% -1,005 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 2,586 shares; 2024Q4: 2,754 shares; 2025Q1: 3,287 shares 3,287 $359K 0.09% +533 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,561 shares; 2025Q1: 3,277 shares 3,277 $357K 0.09% +716 Timeline ALGN ALIGN TECHNOLOGY INC More: the full row for ALIGN TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 1,418 shares; 2024Q4: 1,684 shares; 2025Q1: 2,205 shares 2,205 $350K 0.08% +521 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,066 shares; 2025Q1: 3,394 shares 3,394 $349K 0.08% +1,328 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,504 shares 1,504 $348K 0.08% new 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 4,915 shares; 2024Q3: 5,855 shares; 2024Q4: 6,469 shares; 2025Q1: 6,772 shares 6,772 $344K 0.08% +303 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,369 shares 4,369 $342K 0.08% new 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,219 shares; 2024Q3: 1,376 shares; 2024Q4: 1,640 shares; 2025Q1: 2,067 shares 2,067 $342K 0.08% +427 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 1,025 shares; 2024Q4: 1,096 shares; 2025Q1: 1,265 shares 1,265 $336K 0.08% +169 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,398 shares 1,398 $330K 0.08% new 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 1,917 shares; 2024Q4: 2,148 shares; 2025Q1: 2,997 shares 2,997 $330K 0.08% +849 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 4,407 shares; 2025Q1: 4,522 shares 4,522 $329K 0.08% +115 Timeline ACIO ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 9,254 shares; 2024Q3: 8,430 shares; 2024Q4: 8,436 shares; 2025Q1: 8,430 shares 8,430 $326K 0.08% -6 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 571 shares; 2025Q1: 593 shares 593 $326K 0.08% +22 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,248 shares; 2025Q1: 2,899 shares 2,899 $323K 0.08% +651 Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,343 shares 2,343 $315K 0.08% new Timeline CYBERARK SOFTWARE LTD/ISRAEL CYBERARK SOFTWARE LTD/ISRAEL More: the full row for CYBERARK SOFTWARE LTD/ISRAEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 604 shares; 2025Q1: 925 shares 925 $313K 0.08% +321 SM SM ENERGY COMPANY More: the full row for SM ENERGY COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 5,598 shares; 2024Q3: 6,736 shares; 2024Q4: 7,891 shares; 2025Q1: 10,432 shares 10,432 $312K 0.08% +2,541 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 4,510 shares; 2024Q4: 5,081 shares; 2025Q1: 6,303 shares 6,303 $311K 0.07% +1,222 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 3,723 shares; 2025Q1: 3,651 shares 3,651 $308K 0.07% -72 Timeline KNG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 5,948 shares; 2025Q1: 6,097 shares 6,097 $308K 0.07% +149 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,122 shares; 2024Q3: 3,137 shares; 2024Q4: 3,152 shares; 2025Q1: 3,317 shares 3,317 $305K 0.07% +165 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,134 shares; 2024Q3: 2,211 shares; 2024Q4: 1,824 shares; 2025Q1: 1,752 shares 1,752 $304K 0.07% -72 Timeline IVVB BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,271 shares 10,271 $301K 0.07% new 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,452 shares 5,452 $300K 0.07% new 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 1,033 shares; 2024Q4: 1,291 shares; 2025Q1: 1,661 shares 1,661 $298K 0.07% +370 Timeline FIXD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 8,544 shares; 2025Q1: 6,799 shares 6,799 $298K 0.07% -1,745 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,600 shares; 2024Q3: 2,404 shares; 2024Q4: 3,055 shares; 2025Q1: 2,950 shares 2,950 $297K 0.07% -105 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 408 shares; 2024Q4: 524 shares; 2025Q1: 583 shares 583 $296K 0.07% +59 Timeline BJ BJS WHSL CLUB HLDGS INC More: the full row for BJS WHSL CLUB HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,593 shares 2,593 $296K 0.07% new Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 5,295 shares; 2024Q4: 5,120 shares; 2025Q1: 5,630 shares 5,630 $295K 0.07% +510 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 5,051 shares; 2024Q3: 4,725 shares; 2024Q4: 5,725 shares; 2025Q1: 5,816 shares 5,816 $295K 0.07% +91 Timeline GLOB GLOBANT S A More: the full row for GLOBANT S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,395 shares; 2025Q1: 2,477 shares 2,477 $292K 0.07% +1,082 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,322 shares; 2025Q1: 3,137 shares 3,137 $291K 0.07% +815 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 3,656 shares; 2025Q1: 4,580 shares 4,580 $284K 0.07% +924 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 4,809 shares; 2024Q4: 6,072 shares; 2025Q1: 6,683 shares 6,683 $282K 0.07% +611 Timeline POWI POWER INTEGRATIONS INC More: the full row for POWER INTEGRATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,172 shares; 2024Q3: 3,627 shares; 2024Q4: 4,270 shares; 2025Q1: 5,555 shares 5,555 $281K 0.07% +1,285 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 4,746 shares; 2024Q4: 5,175 shares; 2025Q1: 4,788 shares 4,788 $279K 0.07% -387 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,666 shares 1,666 $277K 0.07% new Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 369 shares; 2024Q3: not reported; 2024Q4: 397 shares; 2025Q1: 402 shares 402 $271K 0.07% +5 Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 16,291 shares; 2025Q1: 26,413 shares 26,413 $270K 0.07% +10,122 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,525 shares; 2025Q1: 2,529 shares 2,529 $267K 0.06% +4 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 396 shares; 2024Q4: 465 shares; 2025Q1: 595 shares 595 $266K 0.06% +130 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 419 shares 419 $266K 0.06% new Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,683 shares; 2024Q3: 1,794 shares; 2024Q4: 525 shares; 2025Q1: 819 shares 819 $264K 0.06% +294 Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 22,623 shares; 2024Q3: 46,445 shares; 2024Q4: 60,140 shares; 2025Q1: 68,088 shares 68,088 $260K 0.06% +7,948 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,976 shares 1,976 $259K 0.06% new Timeline TDC TERADATA CORP DEL More: the full row for TERADATA CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 7,090 shares; 2024Q3: 7,724 shares; 2024Q4: 9,417 shares; 2025Q1: 11,219 shares 11,219 $252K 0.06% +1,802 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 783 shares 783 $248K 0.06% new 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 3,338 shares; 2025Q1: 4,145 shares 4,145 $248K 0.06% +807 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 499 shares 499 $247K 0.06% new Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 383 shares; 2025Q1: 425 shares 425 $247K 0.06% +42 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,114 shares 4,114 $246K 0.06% new Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 137 shares; 2024Q3: 170 shares; 2024Q4: 143 shares; 2025Q1: 133 shares 133 $245K 0.06% -10 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 2,157 shares; 2024Q4: not reported; 2025Q1: 3,478 shares 3,478 $245K 0.06% new Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 14,347 shares; 2024Q3: 12,302 shares; 2024Q4: 12,660 shares; 2025Q1: 6,019 shares 6,019 $243K 0.06% -6,641 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 15,471 shares; 2024Q3: 16,682 shares; 2024Q4: 16,277 shares; 2025Q1: 24,093 shares 24,093 $242K 0.06% +7,816 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 594 shares; 2025Q1: 716 shares 716 $241K 0.06% +122 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 9,363 shares; 2024Q3: 2,450 shares; 2024Q4: 3,128 shares; 2025Q1: 3,790 shares 3,790 $241K 0.06% +662 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 815 shares; 2025Q1: 962 shares 962 $239K 0.06% +147 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 1,113 shares; 2024Q4: 1,115 shares; 2025Q1: 1,175 shares 1,175 $237K 0.06% +60 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 768 shares; 2024Q4: 829 shares; 2025Q1: 874 shares 874 $235K 0.06% +45 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,707 shares 4,707 $234K 0.06% new Timeline DBP INVESCO DB MULTI-SECTOR COMM More: the full row for INVESCO DB MULTI-SECTOR COMM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,269 shares 3,269 $234K 0.06% new Timeline HALO HALOZYME THERAPEUTICS INC More: the full row for HALOZYME THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,523 shares 3,523 $225K 0.05% new Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 914 shares; 2025Q1: 1,078 shares 1,078 $223K 0.05% +164 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,088 shares; 2025Q1: 2,205 shares 2,205 $219K 0.05% +117 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 226 shares 226 $214K 0.05% new 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,170 shares 1,170 $214K 0.05% new Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,444 shares 1,444 $213K 0.05% new Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 939 shares 939 $213K 0.05% new 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,748 shares 2,748 $212K 0.05% new Timeline AZEK CO INC AZEK CO INC More: the full row for AZEK CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,330 shares 4,330 $212K 0.05% new 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,660 shares 2,660 $211K 0.05% new Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,011 shares 1,011 $204K 0.05% new 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,401 shares 3,401 $204K 0.05% new Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,015 shares 1,015 $203K 0.05% new Timeline HQY HEALTHEQUITY INC More: the full row for HEALTHEQUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,290 shares 2,290 $202K 0.05% new Timeline PFM 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,403 shares 4,403 $202K 0.05% new Timeline TME TENCENT MUSIC ENTMT GROUP More: the full row for TENCENT MUSIC ENTMT GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,347 shares 11,347 $164K 0.04% new Timeline INDI INDIE SEMICONDUCTOR INC More: the full row for INDIE SEMICONDUCTOR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 38,876 shares; 2024Q3: 38,853 shares; 2024Q4: 38,853 shares; 2025Q1: 44,712 shares 44,712 $91K 0.02% +5,859 Timeline EDIT EDITAS MEDICINE INC More: the full row for EDITAS MEDICINE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 10,333 shares; 2024Q3: 10,363 shares; 2024Q4: 10,363 shares; 2025Q1: 10,338 shares 10,338 $12K <0.01% -25 Timeline