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: 123,444 shares; 2023Q4: 147,234 shares; 2024Q1: 163,496 shares; 2024Q2: 176,789 shares; 2024Q3: 183,345 shares; 2024Q4: 207,272 shares; 2025Q1: 212,099 shares 212,099 $119M 7.43% +4,827 Timeline IWF 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: 157,817 shares; 2023Q4: 173,381 shares; 2024Q1: 184,438 shares; 2024Q2: 188,753 shares; 2024Q3: 191,261 shares; 2024Q4: 191,450 shares; 2025Q1: 192,217 shares 192,217 $69.4M 4.32% +767 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: 93,093 shares; 2023Q4: 106,600 shares; 2024Q1: 104,089 shares; 2024Q2: 104,297 shares; 2024Q3: 104,435 shares; 2024Q4: 103,525 shares; 2025Q1: 102,065 shares 102,065 $57.1M 3.56% -1,460 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: 195,605 shares; 2023Q4: 201,467 shares; 2024Q1: 209,327 shares; 2024Q2: 222,310 shares; 2024Q3: 218,290 shares; 2024Q4: 215,478 shares; 2025Q1: 208,563 shares 208,563 $46.3M 2.89% -6,915 Timeline IWD 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: 143,820 shares; 2023Q4: 170,711 shares; 2024Q1: 197,004 shares; 2024Q2: 194,648 shares; 2024Q3: 206,280 shares; 2024Q4: 209,904 shares; 2025Q1: 232,117 shares 232,117 $43.7M 2.72% +22,213 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: 48,578 shares; 2023Q4: 44,030 shares; 2024Q1: 44,714 shares; 2024Q2: 450,633 shares; 2024Q3: 433,521 shares; 2024Q4: 425,297 shares; 2025Q1: 401,495 shares 401,495 $43.5M 2.71% -23,802 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: 109,826 shares; 2023Q4: 117,255 shares; 2024Q1: 604,303 shares; 2024Q2: 584,202 shares; 2024Q3: 600,522 shares; 2024Q4: 639,130 shares; 2025Q1: 680,868 shares 680,868 $39.7M 2.48% +41,738 Timeline IJR 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: 270,998 shares; 2023Q4: 298,857 shares; 2024Q1: 338,394 shares; 2024Q2: 341,757 shares; 2024Q3: 348,973 shares; 2024Q4: 355,799 shares; 2025Q1: 358,399 shares 358,399 $37.5M 2.34% +2,600 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: 251,576 shares; 2023Q4: 245,468 shares; 2024Q1: 201,357 shares; 2024Q2: 207,418 shares; 2024Q3: 201,654 shares; 2024Q4: 192,126 shares; 2025Q1: 180,652 shares 180,652 $37.3M 2.32% -11,474 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: 73,782 shares; 2023Q4: 80,344 shares; 2024Q1: 84,096 shares; 2024Q2: 85,899 shares; 2024Q3: 85,965 shares; 2024Q4: 87,558 shares; 2025Q1: 85,331 shares 85,331 $32M 2% -2,227 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 214,090 shares; 2023Q4: 212,250 shares; 2024Q1: 219,798 shares; 2024Q2: 225,067 shares; 2024Q3: 218,922 shares; 2024Q4: 208,930 shares; 2025Q1: 200,792 shares 200,792 $29.3M 1.83% -8,138 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 100,553 shares; 2023Q4: 99,575 shares; 2024Q1: 101,811 shares; 2024Q2: 101,708 shares; 2024Q3: 99,775 shares; 2024Q4: 96,133 shares; 2025Q1: 105,958 shares 105,958 $29.1M 1.81% +9,825 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: 521,476 shares; 2023Q4: 500,024 shares; 2024Q1: 569,387 shares; 2024Q2: 591,753 shares; 2024Q3: 576,423 shares; 2024Q4: 552,355 shares; 2025Q1: 570,584 shares 570,584 $28.4M 1.77% +18,229 Timeline IGIB 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: 150,753 shares; 2023Q4: 245,409 shares; 2024Q1: 341,549 shares; 2024Q2: 412,178 shares; 2024Q3: 485,651 shares; 2024Q4: 462,849 shares; 2025Q1: 479,606 shares 479,606 $25.2M 1.57% +16,757 Timeline IGSB 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: 136,697 shares; 2023Q4: 160,492 shares; 2024Q1: 160,204 shares; 2024Q2: 147,094 shares; 2024Q3: 152,247 shares; 2024Q4: 350,799 shares; 2025Q1: 438,642 shares 438,642 $23M 1.43% +87,843 Timeline JEPI 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: 520,673 shares; 2023Q4: 437,959 shares; 2024Q1: 373,170 shares; 2024Q2: 382,000 shares; 2024Q3: 375,839 shares; 2024Q4: 370,985 shares; 2025Q1: 376,462 shares 376,462 $21.5M 1.34% +5,477 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: 143,669 shares; 2023Q4: 142,221 shares; 2024Q1: 165,031 shares; 2024Q2: 185,948 shares; 2024Q3: 209,738 shares; 2024Q4: 245,504 shares; 2025Q1: 231,288 shares 231,288 $21.5M 1.34% -14,216 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 381,755 shares; 2025Q1: 381,771 shares 381,771 $20.7M 1.29% +16 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: 515,145 shares; 2023Q4: 578,574 shares; 2024Q1: 496,855 shares; 2024Q2: 497,574 shares; 2024Q3: 520,010 shares; 2024Q4: 517,548 shares; 2025Q1: 525,879 shares 525,879 $19.1M 1.19% +8,331 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 112,572 shares; 2023Q4: 108,628 shares; 2024Q1: 109,376 shares; 2024Q2: 115,067 shares; 2024Q3: 113,751 shares; 2024Q4: 103,371 shares; 2025Q1: 95,799 shares 95,799 $18.9M 1.18% -7,572 Timeline IVE 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: 48,628 shares; 2023Q4: 50,863 shares; 2024Q1: 59,115 shares; 2024Q2: 62,909 shares; 2024Q3: 86,410 shares; 2024Q4: 98,170 shares; 2025Q1: 96,604 shares 96,604 $18.4M 1.15% -1,566 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 222,555 shares; 2023Q4: 218,921 shares; 2024Q1: 204,767 shares; 2024Q2: 209,474 shares; 2024Q3: 202,611 shares; 2024Q4: 188,101 shares; 2025Q1: 169,945 shares 169,945 $16.4M 1.02% -18,156 Timeline JEPQ 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: 105,869 shares; 2023Q4: 207,728 shares; 2024Q1: 272,395 shares; 2024Q2: 275,683 shares; 2024Q3: 266,332 shares; 2024Q4: 295,586 shares; 2025Q1: 304,267 shares 304,267 $15.8M 0.98% +8,681 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 15,661 shares; 2023Q4: 20,567 shares; 2024Q1: 24,433 shares; 2024Q2: 25,044 shares; 2024Q3: 25,916 shares; 2024Q4: 30,365 shares; 2025Q1: 30,424 shares 30,424 $15.6M 0.97% +59 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: 62,316 shares; 2023Q4: 73,691 shares; 2024Q1: 80,620 shares; 2024Q2: 83,867 shares; 2024Q3: 82,821 shares; 2024Q4: 84,128 shares; 2025Q1: 81,432 shares 81,432 $15.5M 0.97% -2,696 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: 122,744 shares; 2023Q4: 118,540 shares; 2024Q1: 125,423 shares; 2024Q2: 131,775 shares; 2024Q3: 131,317 shares; 2024Q4: 125,340 shares; 2025Q1: 117,848 shares 117,848 $15.4M 0.96% -7,492 Timeline RSPT 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: not reported; 2023Q4: not reported; 2024Q1: 427,746 shares; 2024Q2: 467,144 shares; 2024Q3: 461,287 shares; 2024Q4: 446,920 shares; 2025Q1: 414,211 shares 414,211 $14.2M 0.88% -32,709 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: 65,224 shares; 2023Q4: 63,090 shares; 2024Q1: 72,607 shares; 2024Q2: 85,708 shares; 2024Q3: 105,271 shares; 2024Q4: 116,562 shares; 2025Q1: 121,768 shares 121,768 $12.8M 0.8% +5,206 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 2,507 shares; 2023Q4: 2,226 shares; 2024Q1: 2,321 shares; 2024Q2: 2,321 shares; 2024Q3: 8,743 shares; 2024Q4: 8,099 shares; 2025Q1: 38,183 shares 38,183 $12.8M 0.8% +30,084 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: 15,047 shares; 2023Q4: 18,332 shares; 2024Q1: 18,749 shares; 2024Q2: 21,268 shares; 2024Q3: 22,200 shares; 2024Q4: 22,320 shares; 2025Q1: 22,314 shares 22,314 $11.9M 0.74% -6 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: 15,672 shares; 2023Q4: 17,740 shares; 2024Q1: 18,773 shares; 2024Q2: 19,959 shares; 2024Q3: 19,281 shares; 2024Q4: 20,041 shares; 2025Q1: 19,979 shares 19,979 $11.5M 0.72% -62 Timeline HDV 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: 104,947 shares; 2023Q4: 103,707 shares; 2024Q1: 95,281 shares; 2024Q2: 95,103 shares; 2024Q3: 94,053 shares; 2024Q4: 93,033 shares; 2025Q1: 92,981 shares 92,981 $11.3M 0.7% -52 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: 42,010 shares; 2023Q4: 41,987 shares; 2024Q1: 43,338 shares; 2024Q2: 50,055 shares; 2024Q3: 50,048 shares; 2024Q4: 46,212 shares; 2025Q1: 43,494 shares 43,494 $11.2M 0.7% -2,718 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: 48,318 shares; 2023Q4: 43,575 shares; 2024Q1: 44,340 shares; 2024Q2: 39,492 shares; 2024Q3: 40,486 shares; 2024Q4: 39,806 shares; 2025Q1: 39,810 shares 39,810 $9.77M 0.61% +4 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 452,140 shares; 2023Q4: 452,140 shares; 2024Q1: 452,140 shares; 2024Q2: 452,140 shares; 2024Q3: 440,327 shares; 2024Q4: 440,327 shares; 2025Q1: 440,327 shares 440,327 $9.76M 0.61% 0 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: 6,826 shares; 2023Q4: 7,150 shares; 2024Q1: 7,276 shares; 2024Q2: 5,939 shares; 2024Q3: 59,302 shares; 2024Q4: 59,962 shares; 2025Q1: 57,457 shares 57,457 $9.62M 0.6% -2,505 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: 48,914 shares; 2023Q4: 55,810 shares; 2024Q1: 58,195 shares; 2024Q2: 62,875 shares; 2024Q3: 63,311 shares; 2024Q4: 64,918 shares; 2025Q1: 60,886 shares 60,886 $9.42M 0.59% -4,032 Timeline FEZ 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: 160,383 shares; 2023Q4: 172,767 shares; 2024Q1: 177,028 shares; 2024Q2: 183,787 shares; 2024Q3: 183,816 shares; 2024Q4: 169,235 shares; 2025Q1: 165,515 shares 165,515 $9.01M 0.56% -3,720 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: 14,380 shares; 2023Q4: 14,360 shares; 2024Q1: 14,587 shares; 2024Q2: 15,418 shares; 2024Q3: 15,573 shares; 2024Q4: 15,611 shares; 2025Q1: 15,771 shares 15,771 $8.64M 0.54% +160 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: 47,946 shares; 2023Q4: 50,158 shares; 2024Q1: 51,443 shares; 2024Q2: 55,808 shares; 2024Q3: 54,555 shares; 2024Q4: 55,182 shares; 2025Q1: 52,630 shares 52,630 $8.22M 0.51% -2,552 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: 6,488 shares; 2023Q4: 7,404 shares; 2024Q1: 7,662 shares; 2024Q2: 7,933 shares; 2024Q3: 8,319 shares; 2024Q4: 8,700 shares; 2025Q1: 9,088 shares 9,088 $7.51M 0.47% +388 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 107,257 shares; 2023Q4: 111,387 shares; 2024Q1: 81,568 shares; 2024Q2: 79,926 shares; 2024Q3: 77,517 shares; 2024Q4: 96,200 shares; 2025Q1: 94,112 shares 94,112 $7.42M 0.46% -2,088 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: 208,271 shares; 2023Q4: 306,499 shares; 2024Q1: 204,857 shares; 2024Q2: 123,069 shares; 2024Q3: 126,099 shares; 2024Q4: 131,461 shares; 2025Q1: 174,228 shares 174,228 $7.41M 0.46% +42,767 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 2,297 shares; 2023Q4: 31,599 shares; 2024Q1: 31,610 shares; 2024Q2: 24,255 shares; 2024Q3: 24,431 shares; 2024Q4: 24,452 shares; 2025Q1: 24,249 shares 24,249 $7.32M 0.46% -203 Timeline IEFA 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: 121,626 shares; 2023Q4: 105,312 shares; 2024Q1: 98,537 shares; 2024Q2: 108,304 shares; 2024Q3: 108,661 shares; 2024Q4: 101,660 shares; 2025Q1: 93,877 shares 93,877 $7.1M 0.44% -7,783 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 78,489 shares; 2023Q4: 149,321 shares; 2024Q1: 114,701 shares; 2024Q2: 109,225 shares; 2024Q3: 114,493 shares; 2024Q4: 115,182 shares; 2025Q1: 122,458 shares 122,458 $6.75M 0.42% +7,276 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: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 653,999 shares; 2025Q1: 654,148 shares 654,148 $6.7M 0.42% +149 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: 14,304 shares; 2023Q4: 15,897 shares; 2024Q1: 17,176 shares; 2024Q2: 17,853 shares; 2024Q3: 18,002 shares; 2024Q4: 18,580 shares; 2025Q1: 18,666 shares 18,666 $6.54M 0.41% +86 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: 29,600 shares; 2023Q4: 27,570 shares; 2024Q1: 81,632 shares; 2024Q2: 71,318 shares; 2024Q3: 72,878 shares; 2024Q4: 73,203 shares; 2025Q1: 72,595 shares 72,595 $6.37M 0.4% -608 Timeline IEUR 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: 244,992 shares; 2023Q4: 231,788 shares; 2024Q1: 206,993 shares; 2024Q2: 199,535 shares; 2024Q3: 193,002 shares; 2024Q4: 133,105 shares; 2025Q1: 103,027 shares 103,027 $6.2M 0.39% -30,078 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: 89,707 shares; 2023Q4: 85,892 shares; 2024Q1: 85,386 shares; 2024Q2: 87,254 shares; 2024Q3: 76,704 shares; 2024Q4: 74,375 shares; 2025Q1: 76,467 shares 76,467 $6.15M 0.38% +2,092 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 113,522 shares; 2023Q4: 107,491 shares; 2024Q1: 56,504 shares; 2024Q2: 58,173 shares; 2024Q3: 57,749 shares; 2024Q4: 70,571 shares; 2025Q1: 65,598 shares 65,598 $6.13M 0.38% -4,973 Timeline PFF 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: 247,849 shares; 2023Q4: 77,028 shares; 2024Q1: 80,310 shares; 2024Q2: 84,740 shares; 2024Q3: 102,195 shares; 2024Q4: 186,246 shares; 2025Q1: 199,096 shares 199,096 $6.12M 0.38% +12,850 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 37,279 shares; 2023Q4: 37,688 shares; 2024Q1: 38,039 shares; 2024Q2: 37,842 shares; 2024Q3: 38,696 shares; 2024Q4: 38,924 shares; 2025Q1: 43,486 shares 43,486 $6.08M 0.38% +4,562 Timeline DGRO 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: 103,824 shares; 2023Q4: 104,419 shares; 2024Q1: 110,679 shares; 2024Q2: 110,144 shares; 2024Q3: 105,917 shares; 2024Q4: 108,188 shares; 2025Q1: 98,072 shares 98,072 $6.06M 0.38% -10,116 Timeline AGG 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: 23,911 shares; 2023Q4: 27,846 shares; 2024Q1: 31,787 shares; 2024Q2: 35,111 shares; 2024Q3: 37,745 shares; 2024Q4: 45,658 shares; 2025Q1: 60,880 shares 60,880 $6.02M 0.38% +15,222 Timeline XLP 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: 126,899 shares; 2023Q4: 127,367 shares; 2024Q1: 79,451 shares; 2024Q2: 80,968 shares; 2024Q3: 78,706 shares; 2024Q4: 76,719 shares; 2025Q1: 72,888 shares 72,888 $5.95M 0.37% -3,831 Timeline XLB 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: 86,372 shares; 2023Q4: 82,843 shares; 2024Q1: 81,384 shares; 2024Q2: 82,378 shares; 2024Q3: 75,946 shares; 2024Q4: 70,733 shares; 2025Q1: 68,957 shares 68,957 $5.93M 0.37% -1,776 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 30,768 shares; 2023Q4: 28,096 shares; 2024Q1: 27,259 shares; 2024Q2: 26,599 shares; 2024Q3: 27,077 shares; 2024Q4: 26,735 shares; 2025Q1: 26,639 shares 26,639 $5.88M 0.37% -96 Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 369,137 shares; 2023Q4: 369,137 shares; 2024Q1: 369,137 shares; 2024Q2: 369,137 shares; 2024Q3: 369,137 shares; 2024Q4: 369,137 shares; 2025Q1: 395,049 shares 395,049 $5.79M 0.36% +25,912 Timeline KRE 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: 121,229 shares; 2023Q4: 121,063 shares; 2024Q1: 119,782 shares; 2024Q2: 128,767 shares; 2024Q3: 122,075 shares; 2024Q4: 109,441 shares; 2025Q1: 100,652 shares 100,652 $5.72M 0.36% -8,789 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: 52,116 shares; 2023Q4: 49,718 shares; 2024Q1: 51,359 shares; 2024Q2: 42,442 shares; 2024Q3: 42,737 shares; 2024Q4: 41,895 shares; 2025Q1: 42,889 shares 42,889 $5.69M 0.35% +994 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: 35,223 shares; 2023Q4: 32,047 shares; 2024Q1: 31,752 shares; 2024Q2: 30,669 shares; 2024Q3: 31,012 shares; 2024Q4: 30,558 shares; 2025Q1: 30,541 shares 30,541 $5.49M 0.34% -17 Timeline IQLT 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: 124,799 shares; 2023Q4: 125,820 shares; 2024Q1: 128,831 shares; 2024Q2: 129,128 shares; 2024Q3: 130,850 shares; 2024Q4: 137,064 shares; 2025Q1: 136,256 shares 136,256 $5.41M 0.34% -808 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: 24,052 shares; 2023Q4: 21,564 shares; 2024Q1: 21,142 shares; 2024Q2: 20,710 shares; 2024Q3: 21,274 shares; 2024Q4: 20,963 shares; 2025Q1: 21,058 shares 21,058 $4.91M 0.31% +95 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: 12,786 shares; 2023Q4: 13,502 shares; 2024Q1: 14,007 shares; 2024Q2: 11,701 shares; 2024Q3: 12,488 shares; 2024Q4: 12,945 shares; 2025Q1: 12,629 shares 12,629 $4.63M 0.29% -316 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: 15,167 shares; 2023Q4: 16,821 shares; 2024Q1: 12,832 shares; 2024Q2: 14,251 shares; 2024Q3: 16,958 shares; 2024Q4: 19,087 shares; 2025Q1: 17,773 shares 17,773 $4.61M 0.29% -1,314 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: 30,554 shares; 2023Q4: 26,127 shares; 2024Q1: 29,007 shares; 2024Q2: 28,044 shares; 2024Q3: 24,408 shares; 2024Q4: 25,674 shares; 2025Q1: 27,109 shares 27,109 $4.54M 0.28% +1,435 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: 32,699 shares; 2023Q4: 32,774 shares; 2024Q1: 32,081 shares; 2024Q2: 38,393 shares; 2024Q3: 42,368 shares; 2024Q4: 39,916 shares; 2025Q1: 37,835 shares 37,835 $4.5M 0.28% -2,081 Timeline LQD 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: 19,161 shares; 2023Q4: 23,352 shares; 2024Q1: 27,819 shares; 2024Q2: 32,406 shares; 2024Q3: 34,216 shares; 2024Q4: 44,057 shares; 2025Q1: 41,215 shares 41,215 $4.48M 0.28% -2,842 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 2,248 shares; 2023Q4: 2,249 shares; 2024Q1: 2,249 shares; 2024Q2: 2,249 shares; 2024Q3: 2,249 shares; 2024Q4: 2,249 shares; 2025Q1: 11,879 shares 11,879 $4.4M 0.27% +9,630 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: 27,892 shares; 2023Q4: 25,932 shares; 2024Q1: 26,195 shares; 2024Q2: 25,310 shares; 2024Q3: 26,485 shares; 2024Q4: 25,943 shares; 2025Q1: 25,531 shares 25,531 $4.35M 0.27% -412 Timeline BIDD BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 166,695 shares 166,695 $4.32M 0.27% new 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: 35,219 shares; 2023Q4: 32,772 shares; 2024Q1: 20,353 shares; 2024Q2: 18,364 shares; 2024Q3: 18,489 shares; 2024Q4: 17,841 shares; 2025Q1: 18,198 shares 18,198 $4.3M 0.27% +357 Timeline MBB 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: 50,474 shares; 2023Q4: 51,620 shares; 2024Q1: 54,008 shares; 2024Q2: 51,283 shares; 2024Q3: 45,615 shares; 2024Q4: 46,245 shares; 2025Q1: 45,412 shares 45,412 $4.26M 0.27% -833 Timeline IYW 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: 28,280 shares; 2023Q4: 30,310 shares; 2024Q1: 32,011 shares; 2024Q2: 31,747 shares; 2024Q3: 31,155 shares; 2024Q4: 30,958 shares; 2025Q1: 29,936 shares 29,936 $4.2M 0.26% -1,022 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 43,069 shares; 2023Q4: 39,206 shares; 2024Q1: 39,030 shares; 2024Q2: 38,168 shares; 2024Q3: 37,755 shares; 2024Q4: 37,156 shares; 2025Q1: 37,060 shares 37,060 $4.08M 0.25% -96 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: 7,407 shares; 2023Q4: 8,911 shares; 2024Q1: 8,272 shares; 2024Q2: 8,249 shares; 2024Q3: 8,998 shares; 2024Q4: 8,500 shares; 2025Q1: 7,705 shares 7,705 $4.04M 0.25% -795 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: 7,500 shares; 2023Q4: 8,900 shares; 2024Q1: 8,900 shares; 2024Q2: 8,650 shares; 2024Q3: 12,490 shares; 2024Q4: 14,530 shares; 2025Q1: 23,060 shares 23,060 $3.99M 0.25% +8,530 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 106,426 shares; 2023Q4: 132,476 shares; 2024Q1: 161,694 shares; 2024Q2: 170,593 shares; 2024Q3: 169,898 shares; 2024Q4: 162,778 shares; 2025Q1: 94,618 shares 94,618 $3.96M 0.25% -68,160 Timeline TLT 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: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 8,928 shares; 2024Q4: 39,604 shares; 2025Q1: 42,687 shares 42,687 $3.89M 0.24% +3,083 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: 20,931 shares; 2023Q4: 23,322 shares; 2024Q1: 20,619 shares; 2024Q2: 17,280 shares; 2024Q3: 17,886 shares; 2024Q4: 18,230 shares; 2025Q1: 23,338 shares 23,338 $3.87M 0.24% +5,108 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: 4,383 shares; 2023Q4: 4,315 shares; 2024Q1: 4,630 shares; 2024Q2: 4,171 shares; 2024Q3: 4,283 shares; 2024Q4: 4,325 shares; 2025Q1: 4,120 shares 4,120 $3.84M 0.24% -205 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: 15,161 shares; 2023Q4: 13,026 shares; 2024Q1: 14,706 shares; 2024Q2: 15,800 shares; 2024Q3: 17,520 shares; 2024Q4: 16,273 shares; 2025Q1: 17,932 shares 17,932 $3.76M 0.23% +1,659 Timeline TRI THOMSON REUTERS CORP More: the full row for THOMSON REUTERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 21,162 shares; 2023Q4: 21,162 shares; 2024Q1: 21,162 shares; 2024Q2: 21,162 shares; 2024Q3: 21,289 shares; 2024Q4: 21,322 shares; 2025Q1: 21,309 shares 21,309 $3.68M 0.23% -13 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 15,184 shares; 2023Q4: 16,368 shares; 2024Q1: 15,323 shares; 2024Q2: 14,943 shares; 2024Q3: 15,372 shares; 2024Q4: 16,362 shares; 2025Q1: 15,857 shares 15,857 $3.52M 0.22% -505 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: 70,989 shares; 2023Q4: 73,831 shares; 2024Q1: 79,751 shares; 2024Q2: 84,701 shares; 2024Q3: 86,021 shares; 2024Q4: 85,302 shares; 2025Q1: 83,996 shares 83,996 $3.51M 0.22% -1,306 Timeline SPTM 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: 37,120 shares; 2023Q4: 39,402 shares; 2024Q1: 46,862 shares; 2024Q2: 50,076 shares; 2024Q3: 51,552 shares; 2024Q4: 50,107 shares; 2025Q1: 51,043 shares 51,043 $3.47M 0.22% +936 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: 10,517 shares; 2023Q4: 10,815 shares; 2024Q1: 10,872 shares; 2024Q2: 7,899 shares; 2024Q3: 8,350 shares; 2024Q4: 8,562 shares; 2025Q1: 10,695 shares 10,695 $3.34M 0.21% +2,133 Timeline HTGC HERCULES CAPITAL INC More: the full row for HERCULES CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 126,107 shares; 2023Q4: 129,958 shares; 2024Q1: 133,374 shares; 2024Q2: 136,697 shares; 2024Q3: 140,230 shares; 2024Q4: 164,903 shares; 2025Q1: 165,597 shares 165,597 $3.18M 0.2% +694 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 21,098 shares; 2023Q4: 21,336 shares; 2024Q1: 21,246 shares; 2024Q2: 18,454 shares; 2024Q3: 17,935 shares; 2024Q4: 16,390 shares; 2025Q1: 16,390 shares 16,390 $3.18M 0.2% 0 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 17,215 shares; 2023Q4: 14,881 shares; 2024Q1: 14,619 shares; 2024Q2: 14,157 shares; 2024Q3: 14,021 shares; 2024Q4: 13,914 shares; 2025Q1: 13,716 shares 13,716 $3.13M 0.19% -198 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: 68,286 shares; 2023Q4: 58,515 shares; 2024Q1: 56,265 shares; 2024Q2: 38,338 shares; 2024Q3: 42,129 shares; 2024Q4: 42,109 shares; 2025Q1: 50,303 shares 50,303 $3.1M 0.19% +8,194 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 48,095 shares; 2023Q4: 37,871 shares; 2024Q1: 27,533 shares; 2024Q2: 24,736 shares; 2024Q3: 23,879 shares; 2024Q4: 22,846 shares; 2025Q1: 22,854 shares 22,854 $3.1M 0.19% +8 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: 2,203 shares; 2023Q4: 2,563 shares; 2024Q1: 2,751 shares; 2024Q2: 3,027 shares; 2024Q3: 3,243 shares; 2024Q4: 3,219 shares; 2025Q1: 3,278 shares 3,278 $3.1M 0.19% +59 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 3,990 shares; 2023Q4: 4,480 shares; 2024Q1: 4,496 shares; 2024Q2: 4,496 shares; 2024Q3: 4,497 shares; 2024Q4: 4,500 shares; 2025Q1: 5,680 shares 5,680 $3.03M 0.19% +1,180 Timeline EIC EAGLE POINT INCOME CO More: the full row for EAGLE POINT INCOME CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 143,374 shares; 2023Q4: 148,915 shares; 2024Q1: 152,963 shares; 2024Q2: 158,998 shares; 2024Q3: 165,323 shares; 2024Q4: 197,136 shares; 2025Q1: 200,895 shares 200,895 $3M 0.19% +3,759 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 19,710 shares; 2023Q4: 19,443 shares; 2024Q1: 18,932 shares; 2024Q2: 14,976 shares; 2024Q3: 14,834 shares; 2024Q4: 14,380 shares; 2025Q1: 14,185 shares 14,185 $2.94M 0.18% -195 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 101,470 shares; 2023Q4: 101,725 shares; 2024Q1: 105,431 shares; 2024Q2: 109,548 shares; 2024Q3: 113,330 shares; 2024Q4: 139,504 shares; 2025Q1: 137,187 shares 137,187 $2.87M 0.18% -2,317 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: 22,343 shares; 2023Q4: 28,418 shares; 2024Q1: 29,352 shares; 2024Q2: 35,074 shares; 2024Q3: 36,910 shares; 2024Q4: 39,752 shares; 2025Q1: 39,694 shares 39,694 $2.84M 0.18% -58 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 2,565 shares; 2023Q4: 4,645 shares; 2024Q1: 4,689 shares; 2024Q2: 4,850 shares; 2024Q3: 4,989 shares; 2024Q4: 5,033 shares; 2025Q1: 5,189 shares 5,189 $2.83M 0.18% +156 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 66,400 shares; 2023Q4: 68,041 shares; 2024Q1: 69,254 shares; 2024Q2: 70,955 shares; 2024Q3: 72,160 shares; 2024Q4: 73,312 shares; 2025Q1: 74,431 shares 74,431 $2.83M 0.18% +1,119 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 13,166 shares; 2023Q4: 24,234 shares; 2024Q1: 23,838 shares; 2024Q2: 22,524 shares; 2024Q3: 22,789 shares; 2024Q4: 22,221 shares; 2025Q1: 21,760 shares 21,760 $2.81M 0.17% -461 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: 5,505 shares; 2023Q4: 9,184 shares; 2024Q1: 9,821 shares; 2024Q2: 9,079 shares; 2024Q3: 9,567 shares; 2024Q4: 9,580 shares; 2025Q1: 8,927 shares 8,927 $2.79M 0.17% -653 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: 35,404 shares; 2023Q4: 36,246 shares; 2024Q1: 37,872 shares; 2024Q2: 33,290 shares; 2024Q3: 32,252 shares; 2024Q4: 32,597 shares; 2025Q1: 30,715 shares 30,715 $2.76M 0.17% -1,882 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: 7,585 shares; 2023Q4: 9,038 shares; 2024Q1: 9,738 shares; 2024Q2: 11,479 shares; 2024Q3: 9,794 shares; 2024Q4: 12,459 shares; 2025Q1: 10,958 shares 10,958 $2.72M 0.17% -1,501 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: 11,131 shares; 2023Q4: 11,015 shares; 2024Q1: 11,293 shares; 2024Q2: 10,590 shares; 2024Q3: 10,708 shares; 2024Q4: 10,666 shares; 2025Q1: 8,258 shares 8,258 $2.72M 0.17% -2,408 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 15,050 shares; 2023Q4: 14,321 shares; 2024Q1: 13,855 shares; 2024Q2: 13,932 shares; 2024Q3: 14,131 shares; 2024Q4: 13,598 shares; 2025Q1: 13,206 shares 13,206 $2.71M 0.17% -392 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 23,002 shares; 2023Q4: 30,272 shares; 2024Q1: 32,564 shares; 2024Q2: 38,580 shares; 2024Q3: 44,674 shares; 2024Q4: 45,402 shares; 2025Q1: 45,483 shares 45,483 $2.7M 0.17% +81 Timeline IWM 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: 13,118 shares; 2023Q4: 13,345 shares; 2024Q1: 14,462 shares; 2024Q2: 12,915 shares; 2024Q3: 13,194 shares; 2024Q4: 13,079 shares; 2025Q1: 13,058 shares 13,058 $2.6M 0.16% -21 Timeline FRA BLACKROCK FLOATING RATE INCO More: the full row for BLACKROCK FLOATING RATE INCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 162,768 shares; 2023Q4: 167,664 shares; 2024Q1: 172,610 shares; 2024Q2: 177,588 shares; 2024Q3: 182,625 shares; 2024Q4: 187,556 shares; 2025Q1: 192,985 shares 192,985 $2.49M 0.16% +5,429 Timeline BGT BLACKROCK FLOATING RATE INC More: the full row for BLACKROCK FLOATING RATE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 165,835 shares; 2023Q4: 174,129 shares; 2024Q1: 179,139 shares; 2024Q2: 184,212 shares; 2024Q3: 189,418 shares; 2024Q4: 194,738 shares; 2025Q1: 200,386 shares 200,386 $2.49M 0.16% +5,648 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 1,695 shares; 2023Q4: 2,014 shares; 2024Q1: 2,077 shares; 2024Q2: 2,192 shares; 2024Q3: 2,439 shares; 2024Q4: 4,045 shares; 2025Q1: 3,989 shares 3,989 $2.45M 0.15% -56 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 4,694 shares; 2023Q4: 4,603 shares; 2024Q1: 4,696 shares; 2024Q2: 5,016 shares; 2024Q3: 5,164 shares; 2024Q4: 7,339 shares; 2025Q1: 7,859 shares 7,859 $2.45M 0.15% +520 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: 27,469 shares; 2023Q4: 25,894 shares; 2024Q1: 24,960 shares; 2024Q2: 24,799 shares; 2024Q3: 25,810 shares; 2024Q4: 24,189 shares; 2025Q1: 24,735 shares 24,735 $2.44M 0.15% +546 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: 10,000 shares; 2023Q4: 20,292 shares; 2024Q1: 20,882 shares; 2024Q2: 20,867 shares; 2024Q3: 21,427 shares; 2024Q4: 129,634 shares; 2025Q1: 141,173 shares 141,173 $2.37M 0.15% +11,539 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: 14,910 shares; 2023Q4: 14,386 shares; 2024Q1: 14,800 shares; 2024Q2: 16,452 shares; 2024Q3: 16,665 shares; 2024Q4: 17,467 shares; 2025Q1: 17,770 shares 17,770 $2.35M 0.15% +303 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: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 22,996 shares; 2024Q4: 25,403 shares; 2025Q1: 25,564 shares 25,564 $2.34M 0.15% +161 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: 9,257 shares; 2023Q4: 10,725 shares; 2024Q1: 12,039 shares; 2024Q2: 13,049 shares; 2024Q3: 15,239 shares; 2024Q4: 15,760 shares; 2025Q1: 16,708 shares 16,708 $2.34M 0.15% +948 Timeline MFIC MIDCAP FINANCIAL INVSTMNT CO More: the full row for MIDCAP FINANCIAL INVSTMNT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 151,974 shares; 2023Q4: 156,184 shares; 2024Q1: 160,173 shares; 2024Q2: 164,185 shares; 2024Q3: 171,374 shares; 2024Q4: 176,154 shares; 2025Q1: 181,252 shares 181,252 $2.33M 0.15% +5,098 Timeline PLGO PELAGOS INS CAP LTD More: the full row for PELAGOS INS CAP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 140,180 shares; 2024Q1: 140,180 shares; 2024Q2: 140,180 shares; 2024Q3: 140,180 shares; 2024Q4: 140,180 shares; 2025Q1: 140,180 shares 140,180 $2.27M 0.14% 0 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 19,779 shares; 2023Q4: 19,517 shares; 2024Q1: 19,256 shares; 2024Q2: 24,485 shares; 2024Q3: 25,448 shares; 2024Q4: 28,172 shares; 2025Q1: 27,557 shares 27,557 $2.25M 0.14% -615 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 21,041 shares; 2023Q4: 18,211 shares; 2024Q1: 18,045 shares; 2024Q2: 17,950 shares; 2024Q3: 17,621 shares; 2024Q4: 17,047 shares; 2025Q1: 16,909 shares 16,909 $2.23M 0.14% -138 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: 47,422 shares; 2023Q4: 56,470 shares; 2024Q1: 57,022 shares; 2024Q2: 73,598 shares; 2024Q3: 76,286 shares; 2024Q4: 79,835 shares; 2025Q1: 78,807 shares 78,807 $2.23M 0.14% -1,028 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: 10,468 shares; 2023Q4: 10,504 shares; 2024Q1: 11,198 shares; 2024Q2: 9,949 shares; 2024Q3: 8,034 shares; 2024Q4: 8,370 shares; 2025Q1: 8,265 shares 8,265 $2.22M 0.14% -105 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: 29,668 shares; 2023Q4: 29,668 shares; 2024Q1: 32,024 shares; 2024Q2: 32,024 shares; 2024Q3: 40,407 shares; 2024Q4: 42,191 shares; 2025Q1: 42,203 shares 42,203 $2.16M 0.13% +12 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 20,928 shares; 2023Q4: 20,193 shares; 2024Q1: 17,392 shares; 2024Q2: 16,954 shares; 2024Q3: 18,020 shares; 2024Q4: 39,966 shares; 2025Q1: 40,474 shares 40,474 $2.1M 0.13% +508 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 3,952 shares; 2023Q4: 3,695 shares; 2024Q1: 3,571 shares; 2024Q2: 3,469 shares; 2024Q3: 3,478 shares; 2024Q4: 3,439 shares; 2025Q1: 3,484 shares 3,484 $2.05M 0.13% +45 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: 8,384 shares; 2023Q4: 8,796 shares; 2024Q1: 10,076 shares; 2024Q2: 10,661 shares; 2024Q3: 11,318 shares; 2024Q4: 11,479 shares; 2025Q1: 12,805 shares 12,805 $2.03M 0.13% +1,326 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: 21,067 shares; 2023Q4: 20,473 shares; 2024Q1: 21,800 shares; 2024Q2: 21,293 shares; 2024Q3: 21,789 shares; 2024Q4: 20,123 shares; 2025Q1: 19,009 shares 19,009 $2M 0.12% -1,114 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: 5,461 shares; 2023Q4: 5,542 shares; 2024Q1: 5,625 shares; 2024Q2: 5,950 shares; 2024Q3: 6,340 shares; 2024Q4: 6,500 shares; 2025Q1: 6,498 shares 6,498 $1.99M 0.12% -2 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: 6,019 shares; 2023Q4: 6,405 shares; 2024Q1: 6,503 shares; 2024Q2: 6,503 shares; 2024Q3: 6,699 shares; 2024Q4: 6,782 shares; 2025Q1: 8,468 shares 8,468 $1.96M 0.12% +1,686 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 2,399 shares; 2023Q4: 2,630 shares; 2024Q1: 2,637 shares; 2024Q2: 2,737 shares; 2024Q3: 2,757 shares; 2024Q4: 2,759 shares; 2025Q1: 2,729 shares 2,729 $1.86M 0.12% -30 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 48,288 shares; 2023Q4: 39,033 shares; 2024Q1: 33,984 shares; 2024Q2: 40,066 shares; 2024Q3: 39,362 shares; 2024Q4: 36,208 shares; 2025Q1: 34,144 shares 34,144 $1.84M 0.11% -2,064 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 2,913 shares; 2023Q4: 3,450 shares; 2024Q1: 3,561 shares; 2024Q2: 3,539 shares; 2024Q3: 3,999 shares; 2024Q4: 3,867 shares; 2025Q1: 3,932 shares 3,932 $1.83M 0.11% +65 Timeline BCSF BAIN CAP SPECIALTY FIN INC More: the full row for BAIN CAP SPECIALTY FIN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 96,052 shares; 2023Q4: 98,369 shares; 2024Q1: 100,639 shares; 2024Q2: 102,732 shares; 2024Q3: 103,112 shares; 2024Q4: 105,271 shares; 2025Q1: 109,630 shares 109,630 $1.82M 0.11% +4,359 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: 5,655 shares; 2023Q4: 6,824 shares; 2024Q1: 7,064 shares; 2024Q2: 7,708 shares; 2024Q3: 8,342 shares; 2024Q4: 8,624 shares; 2025Q1: 9,033 shares 9,033 $1.81M 0.11% +409 Timeline OPCH OPTION CARE HEALTH INC More: the full row for OPTION CARE HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 50,035 shares; 2025Q1: 50,035 shares 50,035 $1.75M 0.11% 0 Timeline IWP 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: 14,806 shares; 2023Q4: 14,806 shares; 2024Q1: 14,806 shares; 2024Q2: 14,806 shares; 2024Q3: 14,806 shares; 2024Q4: 14,806 shares; 2025Q1: 14,806 shares 14,806 $1.74M 0.11% 0 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: 5,914 shares; 2023Q4: 5,894 shares; 2024Q1: 5,894 shares; 2024Q2: 5,637 shares; 2024Q3: 5,637 shares; 2024Q4: 5,568 shares; 2025Q1: 5,456 shares 5,456 $1.67M 0.1% -112 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: 32,653 shares; 2023Q4: 28,983 shares; 2024Q1: 31,217 shares; 2024Q2: 30,379 shares; 2024Q3: 31,689 shares; 2024Q4: 32,586 shares; 2025Q1: 36,880 shares 36,880 $1.67M 0.1% +4,294 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: 2,559 shares; 2023Q4: 2,696 shares; 2024Q1: 2,457 shares; 2024Q2: 2,351 shares; 2024Q3: 2,503 shares; 2024Q4: 2,279 shares; 2025Q1: 2,081 shares 2,081 $1.66M 0.1% -198 Timeline VTES VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 16,400 shares; 2024Q2: 16,400 shares; 2024Q3: 16,400 shares; 2024Q4: 16,400 shares; 2025Q1: 16,400 shares 16,400 $1.65M 0.1% 0 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 4,578 shares; 2023Q4: 4,673 shares; 2024Q1: 4,821 shares; 2024Q2: 3,487 shares; 2024Q3: 3,377 shares; 2024Q4: 3,491 shares; 2025Q1: 3,506 shares 3,506 $1.65M 0.1% +15 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 2 shares; 2023Q4: 2 shares; 2024Q1: 2 shares; 2024Q2: 2 shares; 2024Q3: 2 shares; 2024Q4: 2 shares; 2025Q1: 2 shares 2 $1.6M 0.1% 0 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: 15,575 shares; 2023Q4: 12,951 shares; 2024Q1: 11,724 shares; 2024Q2: 10,081 shares; 2024Q3: 10,363 shares; 2024Q4: 7,926 shares; 2025Q1: 10,500 shares 10,500 $1.57M 0.1% +2,574 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 5,167 shares; 2023Q4: 5,663 shares; 2024Q1: 5,711 shares; 2024Q2: 5,885 shares; 2024Q3: 5,809 shares; 2024Q4: 5,881 shares; 2025Q1: 5,763 shares 5,763 $1.57M 0.1% -118 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 3,730 shares; 2023Q4: 4,463 shares; 2024Q1: 4,262 shares; 2024Q2: 4,411 shares; 2024Q3: 4,502 shares; 2024Q4: 9,144 shares; 2025Q1: 8,951 shares 8,951 $1.53M 0.1% -193 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 5,748 shares; 2023Q4: 12,097 shares; 2024Q1: 12,638 shares; 2024Q2: 13,301 shares; 2024Q3: 14,347 shares; 2024Q4: 14,897 shares; 2025Q1: 15,015 shares 15,015 $1.51M 0.09% +118 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: 3,876 shares; 2023Q4: 4,674 shares; 2024Q1: 4,229 shares; 2024Q2: 4,047 shares; 2024Q3: 4,749 shares; 2024Q4: 4,125 shares; 2025Q1: 3,937 shares 3,937 $1.51M 0.09% -188 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 20,771 shares; 2024Q1: 23,871 shares; 2024Q2: 19,221 shares; 2024Q3: 23,821 shares; 2024Q4: 29,501 shares; 2025Q1: 29,626 shares 29,626 $1.48M 0.09% +125 Timeline CORP 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: not reported; 2023Q4: not reported; 2024Q1: 34,608 shares; 2024Q2: 36,057 shares; 2024Q3: 38,660 shares; 2024Q4: 15,368 shares; 2025Q1: 15,053 shares 15,053 $1.46M 0.09% -315 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 6,284 shares; 2023Q4: 5,817 shares; 2024Q1: 6,019 shares; 2024Q2: 6,591 shares; 2024Q3: 6,889 shares; 2024Q4: 6,818 shares; 2025Q1: 8,409 shares 8,409 $1.45M 0.09% +1,591 Timeline NYF 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: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 29,390 shares; 2024Q4: 27,500 shares; 2025Q1: 27,500 shares 27,500 $1.45M 0.09% 0 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: 2,050 shares; 2023Q4: 2,239 shares; 2024Q1: 2,327 shares; 2024Q2: 2,905 shares; 2024Q3: 3,006 shares; 2024Q4: 2,902 shares; 2025Q1: 2,914 shares 2,914 $1.41M 0.09% +12 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 47,888 shares; 2023Q4: 43,482 shares; 2024Q1: 31,866 shares; 2024Q2: 17,485 shares; 2024Q3: 17,530 shares; 2024Q4: 15,770 shares; 2025Q1: 17,937 shares 17,937 $1.4M 0.09% +2,167 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 2,043 shares; 2023Q4: 2,390 shares; 2024Q1: 3,880 shares; 2024Q2: 3,986 shares; 2024Q3: 4,211 shares; 2024Q4: 4,219 shares; 2025Q1: 4,128 shares 4,128 $1.39M 0.09% -91 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,473 shares; 2024Q4: 1,418 shares; 2025Q1: 1,452 shares 1,452 $1.37M 0.09% +34 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 22,551 shares; 2023Q4: 24,944 shares; 2024Q1: 27,141 shares; 2024Q2: 27,902 shares; 2024Q3: 29,448 shares; 2024Q4: 29,673 shares; 2025Q1: 33,364 shares 33,364 $1.37M 0.09% +3,691 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: 10,073 shares; 2023Q4: 10,818 shares; 2024Q1: 10,603 shares; 2024Q2: 8,321 shares; 2024Q3: 9,942 shares; 2024Q4: 11,191 shares; 2025Q1: 12,156 shares 12,156 $1.36M 0.08% +965 Timeline BBHY 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: 11,035 shares; 2023Q4: 8,752 shares; 2024Q1: 10,987 shares; 2024Q2: 11,637 shares; 2024Q3: 18,669 shares; 2024Q4: 26,778 shares; 2025Q1: 29,284 shares 29,284 $1.35M 0.08% +2,506 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: 1,809 shares; 2023Q4: 1,749 shares; 2024Q1: 2,990 shares; 2024Q2: 2,951 shares; 2024Q3: 2,992 shares; 2024Q4: 2,455 shares; 2025Q1: 2,705 shares 2,705 $1.35M 0.08% +250 Timeline VRP INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 16,612 shares; 2023Q4: 249,285 shares; 2024Q1: 92,683 shares; 2024Q2: 60,726 shares; 2024Q3: 55,179 shares; 2024Q4: 54,336 shares; 2025Q1: 54,475 shares 54,475 $1.32M 0.08% +139 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 3,659 shares; 2023Q4: 3,854 shares; 2024Q1: 4,153 shares; 2024Q2: 4,202 shares; 2024Q3: 4,732 shares; 2024Q4: 4,680 shares; 2025Q1: 4,630 shares 4,630 $1.31M 0.08% -50 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 2,538 shares; 2023Q4: 3,337 shares; 2024Q1: 3,347 shares; 2024Q2: 3,503 shares; 2024Q3: 3,438 shares; 2024Q4: 3,434 shares; 2025Q1: 3,485 shares 3,485 $1.3M 0.08% +51 Timeline WELLS FARGO & CO 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: 2,522 shares; 2023Q4: 1,422 shares; 2024Q1: 1,422 shares; 2024Q2: 1,422 shares; 2024Q3: 1,317 shares; 2024Q4: 1,074 shares; 2025Q1: 1,074 shares 1,074 $1.29M 0.08% 0 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: 2,045 shares; 2023Q4: 2,092 shares; 2024Q1: 2,134 shares; 2024Q2: 2,270 shares; 2024Q3: 2,346 shares; 2024Q4: 2,108 shares; 2025Q1: 2,015 shares 2,015 $1.28M 0.08% -93 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: 12,952 shares; 2023Q4: 15,004 shares; 2024Q1: 15,693 shares; 2024Q2: 16,263 shares; 2024Q3: 16,338 shares; 2024Q4: 18,198 shares; 2025Q1: 17,704 shares 17,704 $1.27M 0.08% -494 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 23,890 shares; 2023Q4: 23,854 shares; 2024Q1: 17,783 shares; 2024Q2: 12,460 shares; 2024Q3: 11,123 shares; 2024Q4: 11,123 shares; 2025Q1: 11,502 shares 11,502 $1.27M 0.08% +379 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: 4,627 shares; 2023Q4: 5,885 shares; 2024Q1: 6,854 shares; 2024Q2: 7,923 shares; 2024Q3: 8,211 shares; 2024Q4: 7,707 shares; 2025Q1: 8,169 shares 8,169 $1.25M 0.08% +462 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: 9,260 shares; 2023Q4: 11,256 shares; 2024Q1: 12,243 shares; 2024Q2: 12,777 shares; 2024Q3: 13,010 shares; 2024Q4: 12,449 shares; 2025Q1: 11,885 shares 11,885 $1.22M 0.08% -564 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 4,701 shares; 2023Q4: 3,970 shares; 2024Q1: 4,053 shares; 2024Q2: 2,781 shares; 2024Q3: 2,835 shares; 2024Q4: 2,784 shares; 2025Q1: 2,512 shares 2,512 $1.22M 0.08% -272 Timeline GRND GRINDR INC More: the full row for GRINDR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 67,899 shares; 2025Q1: 67,899 shares 67,899 $1.22M 0.08% 0 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: 852 shares; 2023Q4: 886 shares; 2024Q1: 1,514 shares; 2024Q2: 1,643 shares; 2024Q3: 1,744 shares; 2024Q4: 1,391 shares; 2025Q1: 2,583 shares 2,583 $1.21M 0.08% +1,192 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: 11,927 shares; 2023Q4: 13,775 shares; 2024Q1: 13,642 shares; 2024Q2: 8,730 shares; 2024Q3: 11,293 shares; 2024Q4: 15,998 shares; 2025Q1: 19,421 shares 19,421 $1.18M 0.07% +3,423 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: 3,673 shares; 2023Q4: 3,933 shares; 2024Q1: 4,624 shares; 2024Q2: 3,386 shares; 2024Q3: 3,818 shares; 2024Q4: 3,937 shares; 2025Q1: 4,511 shares 4,511 $1.18M 0.07% +574 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 16,904 shares; 2023Q4: 15,908 shares; 2024Q1: 15,609 shares; 2024Q2: 15,559 shares; 2024Q3: 15,126 shares; 2024Q4: 44,089 shares; 2025Q1: 44,057 shares 44,057 $1.15M 0.07% -32 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 6,650 shares; 2024Q1: 6,650 shares; 2024Q2: 6,650 shares; 2024Q3: 6,650 shares; 2024Q4: 6,650 shares; 2025Q1: 6,650 shares 6,650 $1.15M 0.07% 0 Timeline ACWX 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: 29,308 shares; 2023Q4: 32,594 shares; 2024Q1: 28,496 shares; 2024Q2: 25,133 shares; 2024Q3: 20,496 shares; 2024Q4: 20,569 shares; 2025Q1: 20,566 shares 20,566 $1.14M 0.07% -3 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: 1,551 shares; 2023Q4: 1,950 shares; 2024Q1: 2,092 shares; 2024Q2: 2,321 shares; 2024Q3: 2,496 shares; 2024Q4: 2,569 shares; 2025Q1: 2,302 shares 2,302 $1.14M 0.07% -267 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: 13,053 shares; 2023Q4: 12,693 shares; 2024Q1: 13,277 shares; 2024Q2: 12,743 shares; 2024Q3: 12,650 shares; 2024Q4: 14,066 shares; 2025Q1: 13,900 shares 13,900 $1.14M 0.07% -166 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: 24,849 shares; 2023Q4: 37,730 shares; 2024Q1: 29,221 shares; 2024Q2: 21,679 shares; 2024Q3: 21,687 shares; 2024Q4: 22,293 shares; 2025Q1: 22,281 shares 22,281 $1.13M 0.07% -12 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 8,122 shares; 2023Q4: 12,528 shares; 2024Q1: 14,818 shares; 2024Q2: 17,425 shares; 2024Q3: 18,693 shares; 2024Q4: 18,552 shares; 2025Q1: 15,844 shares 15,844 $1.12M 0.07% -2,708 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 1,208 shares; 2023Q4: 1,449 shares; 2024Q1: 1,569 shares; 2024Q2: 1,809 shares; 2024Q3: 2,110 shares; 2024Q4: 2,064 shares; 2025Q1: 2,202 shares 2,202 $1.12M 0.07% +138 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: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 7,196 shares; 2024Q4: 11,607 shares; 2025Q1: 13,254 shares 13,254 $1.12M 0.07% +1,647 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 15,614 shares; 2025Q1: 15,466 shares 15,466 $1.11M 0.07% -148 Timeline RPRX ROYALTY PHARMA PLC More: the full row for ROYALTY PHARMA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 43,995 shares; 2023Q4: 44,027 shares; 2024Q1: 44,021 shares; 2024Q2: 35,195 shares; 2024Q3: 35,197 shares; 2024Q4: 35,184 shares; 2025Q1: 35,184 shares 35,184 $1.1M 0.07% 0 Timeline VCSH 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: 24,031 shares; 2023Q4: 17,578 shares; 2024Q1: 16,910 shares; 2024Q2: 15,821 shares; 2024Q3: 15,875 shares; 2024Q4: 15,983 shares; 2025Q1: 13,810 shares 13,810 $1.09M 0.07% -2,173 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 5,502 shares; 2023Q4: 5,878 shares; 2024Q1: 5,604 shares; 2024Q2: 5,479 shares; 2024Q3: 5,690 shares; 2024Q4: 6,124 shares; 2025Q1: 6,073 shares 6,073 $1.09M 0.07% -51 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: 4,231 shares; 2023Q4: 2,713 shares; 2024Q1: 2,957 shares; 2024Q2: 3,779 shares; 2024Q3: 4,100 shares; 2024Q4: 4,141 shares; 2025Q1: 4,016 shares 4,016 $1.08M 0.07% -125 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 213 shares; 2023Q4: 185 shares; 2024Q1: 207 shares; 2024Q2: 225 shares; 2024Q3: 218 shares; 2024Q4: 226 shares; 2025Q1: 231 shares 231 $1.06M 0.07% +5 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 5,258 shares; 2023Q4: 2,560 shares; 2024Q1: 2,501 shares; 2024Q2: 2,501 shares; 2024Q3: 2,504 shares; 2024Q4: 2,506 shares; 2025Q1: 4,344 shares 4,344 $1.06M 0.07% +1,838 Timeline K KELLANOVA More: the full row for KELLANOVA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 6,939 shares; 2024Q1: 9,201 shares; 2024Q2: 9,292 shares; 2024Q3: 10,762 shares; 2024Q4: 11,243 shares; 2025Q1: 12,882 shares 12,882 $1.06M 0.07% +1,639 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: 49,325 shares; 2023Q4: 33,560 shares; 2024Q1: 32,199 shares; 2024Q2: 32,765 shares; 2024Q3: 36,617 shares; 2024Q4: 40,528 shares; 2025Q1: 41,894 shares 41,894 $1.06M 0.07% +1,366 Timeline ITOT 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: 5,489 shares; 2023Q4: 5,990 shares; 2024Q1: 5,999 shares; 2024Q2: 5,602 shares; 2024Q3: 7,701 shares; 2024Q4: 8,311 shares; 2025Q1: 8,627 shares 8,627 $1.05M 0.07% +316 Timeline OCCI OFS CREDIT COMPANY INC More: the full row for OFS CREDIT COMPANY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 107,260 shares; 2023Q4: 112,776 shares; 2024Q1: 119,582 shares; 2024Q2: 124,991 shares; 2024Q3: 130,969 shares; 2024Q4: 164,826 shares; 2025Q1: 168,540 shares 168,540 $1.03M 0.06% +3,714 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: 10,586 shares; 2023Q4: 11,089 shares; 2024Q1: 9,872 shares; 2024Q2: 6,956 shares; 2024Q3: 8,454 shares; 2024Q4: 7,708 shares; 2025Q1: 10,510 shares 10,510 $1.03M 0.06% +2,802 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 15,555 shares; 2023Q4: 14,422 shares; 2024Q1: 13,305 shares; 2024Q2: 12,313 shares; 2024Q3: 13,773 shares; 2024Q4: 17,044 shares; 2025Q1: 13,972 shares 13,972 $1.03M 0.06% -3,072 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: 4,572 shares; 2023Q4: 5,778 shares; 2024Q1: 6,128 shares; 2024Q2: 7,582 shares; 2024Q3: 7,780 shares; 2024Q4: 7,077 shares; 2025Q1: 7,020 shares 7,020 $1.02M 0.06% -57 Timeline IWV 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: 4,566 shares; 2023Q4: 4,469 shares; 2024Q1: 3,266 shares; 2024Q2: 3,267 shares; 2024Q3: 3,268 shares; 2024Q4: 3,188 shares; 2025Q1: 3,188 shares 3,188 $1.01M 0.06% 0 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: 4,880 shares; 2023Q4: 5,191 shares; 2024Q1: 6,488 shares; 2024Q2: 6,132 shares; 2024Q3: 6,098 shares; 2024Q4: 5,338 shares; 2025Q1: 6,133 shares 6,133 $1.01M 0.06% +795 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: 30,341 shares; 2023Q4: 30,860 shares; 2024Q1: 28,129 shares; 2024Q2: 33,966 shares; 2024Q3: 33,153 shares; 2024Q4: 33,854 shares; 2025Q1: 27,284 shares 27,284 $1.01M 0.06% -6,570 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 6,266 shares; 2023Q4: 7,205 shares; 2024Q1: 7,045 shares; 2024Q2: 7,894 shares; 2024Q3: 8,352 shares; 2024Q4: 8,686 shares; 2025Q1: 8,260 shares 8,260 $1.01M 0.06% -426 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: 9,900 shares; 2023Q4: 9,050 shares; 2024Q1: 9,170 shares; 2024Q2: 9,354 shares; 2024Q3: 9,203 shares; 2024Q4: 9,050 shares; 2025Q1: 9,050 shares 9,050 $1.01M 0.06% 0 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: 1,586 shares; 2023Q4: 1,297 shares; 2024Q1: 1,126 shares; 2024Q2: 925 shares; 2024Q3: 1,400 shares; 2024Q4: 1,499 shares; 2025Q1: 2,496 shares 2,496 $996K 0.06% +997 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 1,684 shares; 2023Q4: 1,981 shares; 2024Q1: 2,228 shares; 2024Q2: 2,475 shares; 2024Q3: 2,731 shares; 2024Q4: 1,570 shares; 2025Q1: 2,228 shares 2,228 $969K 0.06% +658 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 1,667 shares; 2023Q4: 1,809 shares; 2024Q1: 1,736 shares; 2024Q2: 1,885 shares; 2024Q3: 1,935 shares; 2024Q4: 2,043 shares; 2025Q1: 1,890 shares 1,890 $967K 0.06% -153 Timeline TLSIW TRISALUS LIFE SCIENCES INC More: the full row for TRISALUS LIFE SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 827,590 shares; 2025Q1: 827,590 shares 827,590 $960K 0.06% 0 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 9,804 shares; 2023Q4: 11,010 shares; 2024Q1: 11,570 shares; 2024Q2: 12,448 shares; 2024Q3: 12,000 shares; 2024Q4: 13,841 shares; 2025Q1: 32,568 shares 32,568 $958K 0.06% +18,727 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: 6,502 shares; 2023Q4: 9,980 shares; 2024Q1: 10,011 shares; 2024Q2: 11,177 shares; 2024Q3: 11,077 shares; 2024Q4: 13,177 shares; 2025Q1: 13,451 shares 13,451 $955K 0.06% +274 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 6,078 shares; 2023Q4: 12,579 shares; 2024Q1: 12,476 shares; 2024Q2: 12,419 shares; 2024Q3: 13,894 shares; 2024Q4: 13,943 shares; 2025Q1: 13,517 shares 13,517 $949K 0.06% -426 Timeline BBCB 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: 21,097 shares; 2023Q4: 20,723 shares; 2024Q1: 20,739 shares; 2024Q2: 20,770 shares; 2024Q3: 20,792 shares; 2024Q4: 20,824 shares; 2025Q1: 20,807 shares 20,807 $945K 0.06% -17 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 10,565 shares; 2023Q4: 11,943 shares; 2024Q1: 10,958 shares; 2024Q2: 9,809 shares; 2024Q3: 11,705 shares; 2024Q4: 10,300 shares; 2025Q1: 10,738 shares 10,738 $933K 0.06% +438 Timeline IWO 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: 3,642 shares; 2023Q4: 3,642 shares; 2024Q1: 3,642 shares; 2024Q2: 3,642 shares; 2024Q3: 3,639 shares; 2024Q4: 3,639 shares; 2025Q1: 3,639 shares 3,639 $930K 0.06% 0 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 7,403 shares; 2023Q4: 5,007 shares; 2024Q1: 5,180 shares; 2024Q2: 7,982 shares; 2024Q3: 7,986 shares; 2024Q4: 7,140 shares; 2025Q1: 11,009 shares 11,009 $923K 0.06% +3,869 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 4,186 shares; 2023Q4: 4,667 shares; 2024Q1: 4,451 shares; 2024Q2: 4,879 shares; 2024Q3: 4,858 shares; 2024Q4: 5,067 shares; 2025Q1: 4,571 shares 4,571 $922K 0.06% -496 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 4,312 shares; 2023Q4: 5,083 shares; 2024Q1: 4,862 shares; 2024Q2: 5,231 shares; 2024Q3: 5,652 shares; 2024Q4: 5,800 shares; 2025Q1: 6,261 shares 6,261 $920K 0.06% +461 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 3,604 shares; 2023Q4: 3,403 shares; 2024Q1: 3,438 shares; 2024Q2: 3,362 shares; 2024Q3: 3,717 shares; 2024Q4: 3,540 shares; 2025Q1: 3,683 shares 3,683 $899K 0.06% +143 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 6,267 shares; 2023Q4: 5,821 shares; 2024Q1: 5,846 shares; 2024Q2: 5,958 shares; 2024Q3: 5,805 shares; 2024Q4: 5,902 shares; 2025Q1: 5,708 shares 5,708 $898K 0.06% -194 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: 11,724 shares; 2023Q4: 9,300 shares; 2024Q1: 10,503 shares; 2024Q2: 12,766 shares; 2024Q3: 12,924 shares; 2024Q4: 14,082 shares; 2025Q1: 14,948 shares 14,948 $897K 0.06% +866 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: 2,305 shares; 2023Q4: 2,498 shares; 2024Q1: 2,917 shares; 2024Q2: 2,945 shares; 2024Q3: 3,041 shares; 2024Q4: 2,459 shares; 2025Q1: 2,727 shares 2,727 $897K 0.06% +268 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: 46,311 shares; 2023Q4: 57,519 shares; 2024Q1: 54,807 shares; 2024Q2: 45,738 shares; 2024Q3: 30,915 shares; 2024Q4: 21,915 shares; 2025Q1: 17,705 shares 17,705 $896K 0.06% -4,210 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: 1,978 shares; 2023Q4: 2,240 shares; 2024Q1: 1,930 shares; 2024Q2: 2,188 shares; 2024Q3: 2,303 shares; 2024Q4: 2,288 shares; 2025Q1: 2,003 shares 2,003 $895K 0.06% -285 Timeline IFRA 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: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 21,170 shares; 2025Q1: 19,570 shares 19,570 $882K 0.05% -1,600 Timeline IWS 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: 6,884 shares; 2023Q4: 6,933 shares; 2024Q1: 6,884 shares; 2024Q2: 6,884 shares; 2024Q3: 6,884 shares; 2024Q4: 6,884 shares; 2025Q1: 6,884 shares 6,884 $867K 0.05% 0 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: 6,338 shares; 2023Q4: 6,575 shares; 2024Q1: 5,743 shares; 2024Q2: 6,653 shares; 2024Q3: 6,026 shares; 2024Q4: 5,353 shares; 2025Q1: 9,272 shares 9,272 $853K 0.05% +3,919 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: 3,383 shares; 2023Q4: 3,492 shares; 2024Q1: 3,643 shares; 2024Q2: 2,962 shares; 2024Q3: 5,332 shares; 2024Q4: 5,963 shares; 2025Q1: 7,964 shares 7,964 $841K 0.05% +2,001 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: 6,698 shares; 2023Q4: 5,605 shares; 2024Q1: 5,290 shares; 2024Q2: 6,146 shares; 2024Q3: 6,633 shares; 2024Q4: 7,057 shares; 2025Q1: 7,129 shares 7,129 $832K 0.05% +72 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 3,227 shares; 2023Q4: 3,605 shares; 2024Q1: 3,433 shares; 2024Q2: 4,016 shares; 2024Q3: 3,618 shares; 2024Q4: 3,960 shares; 2025Q1: 3,922 shares 3,922 $830K 0.05% -38 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: 2,140 shares; 2023Q4: 2,666 shares; 2024Q1: 2,723 shares; 2024Q2: 2,576 shares; 2024Q3: 2,518 shares; 2024Q4: 2,877 shares; 2025Q1: 3,115 shares 3,115 $826K 0.05% +238 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 2,405 shares; 2023Q4: 3,021 shares; 2024Q1: 2,946 shares; 2024Q2: 3,048 shares; 2024Q3: 3,183 shares; 2024Q4: 3,226 shares; 2025Q1: 3,120 shares 3,120 $825K 0.05% -106 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: 11,956 shares; 2023Q4: 12,263 shares; 2024Q1: 11,817 shares; 2024Q2: 13,573 shares; 2024Q3: 14,497 shares; 2024Q4: 14,781 shares; 2025Q1: 13,702 shares 13,702 $819K 0.05% -1,079 Timeline PFLT PENNANTPARK FLOATING RATE CA More: the full row for PENNANTPARK FLOATING RATE CA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 62,700 shares; 2023Q4: 63,938 shares; 2024Q1: 65,630 shares; 2024Q2: 67,415 shares; 2024Q3: 69,259 shares; 2024Q4: 71,156 shares; 2025Q1: 73,134 shares 73,134 $818K 0.05% +1,978 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: 2,481 shares; 2023Q4: 2,760 shares; 2024Q1: 2,905 shares; 2024Q2: 3,017 shares; 2024Q3: 3,248 shares; 2024Q4: 3,324 shares; 2025Q1: 3,279 shares 3,279 $813K 0.05% -45 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: 6,287 shares; 2023Q4: 8,246 shares; 2024Q1: 8,195 shares; 2024Q2: 8,158 shares; 2024Q3: 8,828 shares; 2024Q4: 9,279 shares; 2025Q1: 10,270 shares 10,270 $804K 0.05% +991 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: 5,953 shares; 2023Q4: 9,950 shares; 2024Q1: 14,424 shares; 2024Q2: 17,267 shares; 2024Q3: 16,457 shares; 2024Q4: 16,696 shares; 2025Q1: 13,363 shares 13,363 $799K 0.05% -3,333 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: 1,860 shares; 2023Q4: 2,949 shares; 2024Q1: 3,043 shares; 2024Q2: 3,299 shares; 2024Q3: 3,779 shares; 2024Q4: 3,387 shares; 2025Q1: 3,666 shares 3,666 $798K 0.05% +279 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 2,524 shares; 2023Q4: 2,888 shares; 2024Q1: 3,567 shares; 2024Q2: 5,237 shares; 2024Q3: 5,315 shares; 2024Q4: 4,381 shares; 2025Q1: 5,589 shares 5,589 $795K 0.05% +1,208 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 4,652 shares; 2023Q4: 5,137 shares; 2024Q1: 6,596 shares; 2024Q2: 7,065 shares; 2024Q3: 6,922 shares; 2024Q4: 7,020 shares; 2025Q1: 7,078 shares 7,078 $790K 0.05% +58 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 919 shares; 2024Q4: 9,829 shares; 2025Q1: 10,851 shares 10,851 $789K 0.05% +1,022 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: 4,806 shares; 2023Q4: 5,884 shares; 2024Q1: 7,721 shares; 2024Q2: 8,199 shares; 2024Q3: 8,115 shares; 2024Q4: 8,086 shares; 2025Q1: 10,681 shares 10,681 $778K 0.05% +2,595 Timeline PARAMOUNT GLOBAL PARAMOUNT GLOBAL More: the full row for PARAMOUNT GLOBAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 21,821 shares; 2024Q4: 47,989 shares; 2025Q1: 64,977 shares 64,977 $777K 0.05% +16,988 SKYY 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: 6,826 shares; 2023Q4: 6,894 shares; 2024Q1: 7,588 shares; 2024Q2: 7,588 shares; 2024Q3: 7,588 shares; 2024Q4: 7,588 shares; 2025Q1: 7,588 shares 7,588 $776K 0.05% 0 Timeline IWR 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: 11,501 shares; 2023Q4: 7,044 shares; 2024Q1: 7,044 shares; 2024Q2: 7,136 shares; 2024Q3: 7,486 shares; 2024Q4: 9,048 shares; 2025Q1: 9,049 shares 9,049 $770K 0.05% +1 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 3,930 shares; 2023Q4: 5,572 shares; 2024Q1: 5,613 shares; 2024Q2: 5,793 shares; 2024Q3: 6,007 shares; 2024Q4: 6,995 shares; 2025Q1: 8,131 shares 8,131 $762K 0.05% +1,136 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 1,203 shares; 2024Q1: 2,302 shares; 2024Q2: 2,334 shares; 2024Q3: 4,706 shares; 2024Q4: 4,722 shares; 2025Q1: 4,791 shares 4,791 $757K 0.05% +69 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 132 shares; 2023Q4: 143 shares; 2024Q1: 148 shares; 2024Q2: 204 shares; 2024Q3: 205 shares; 2024Q4: 207 shares; 2025Q1: 198 shares 198 $755K 0.05% -9 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: 7,760 shares; 2023Q4: 8,656 shares; 2024Q1: 8,492 shares; 2024Q2: 8,505 shares; 2024Q3: 8,672 shares; 2024Q4: 8,936 shares; 2025Q1: 8,569 shares 8,569 $745K 0.05% -367 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 1,817 shares; 2023Q4: 2,239 shares; 2024Q1: 2,244 shares; 2024Q2: 2,599 shares; 2024Q3: 2,800 shares; 2024Q4: 2,885 shares; 2025Q1: 2,792 shares 2,792 $745K 0.05% -93 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 3,320 shares; 2023Q4: 3,558 shares; 2024Q1: 3,522 shares; 2024Q2: 3,422 shares; 2024Q3: 2,832 shares; 2024Q4: 2,824 shares; 2025Q1: 2,798 shares 2,798 $741K 0.05% -26 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: 4,935 shares; 2023Q4: 3,954 shares; 2024Q1: 4,242 shares; 2024Q2: 4,507 shares; 2024Q3: 4,575 shares; 2024Q4: 4,834 shares; 2025Q1: 9,206 shares 9,206 $739K 0.05% +4,372 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 5,059 shares; 2023Q4: 5,854 shares; 2024Q1: 5,870 shares; 2024Q2: 5,988 shares; 2024Q3: 6,316 shares; 2024Q4: 6,506 shares; 2025Q1: 6,508 shares 6,508 $724K 0.05% +2 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 1,198 shares; 2023Q4: 1,262 shares; 2024Q1: 1,266 shares; 2024Q2: 1,458 shares; 2024Q3: 1,501 shares; 2024Q4: 1,460 shares; 2025Q1: 1,510 shares 1,510 $722K 0.04% +50 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: 7,132 shares; 2023Q4: 5,900 shares; 2024Q1: 6,273 shares; 2024Q2: 6,342 shares; 2024Q3: 6,444 shares; 2024Q4: 6,934 shares; 2025Q1: 8,033 shares 8,033 $722K 0.04% +1,099 Timeline IJK 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: 11,747 shares; 2023Q4: 13,743 shares; 2024Q1: 11,311 shares; 2024Q2: 11,789 shares; 2024Q3: 9,471 shares; 2024Q4: 8,638 shares; 2025Q1: 8,560 shares 8,560 $713K 0.04% -78 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 2,370 shares; 2024Q2: 2,226 shares; 2024Q3: 2,380 shares; 2024Q4: 4,208 shares; 2025Q1: 5,168 shares 5,168 $712K 0.04% +960 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 1,448 shares; 2023Q4: 1,571 shares; 2024Q1: 1,696 shares; 2024Q2: 1,814 shares; 2024Q3: 1,892 shares; 2024Q4: 1,924 shares; 2025Q1: 2,058 shares 2,058 $711K 0.04% +134 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 3,575 shares; 2023Q4: 3,457 shares; 2024Q1: 3,733 shares; 2024Q2: 4,267 shares; 2024Q3: 4,328 shares; 2024Q4: 4,428 shares; 2025Q1: 4,567 shares 4,567 $705K 0.04% +139 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: 12,143 shares; 2023Q4: 12,281 shares; 2024Q1: 11,906 shares; 2024Q2: 11,793 shares; 2024Q3: 11,788 shares; 2024Q4: 9,854 shares; 2025Q1: 10,367 shares 10,367 $703K 0.04% +513 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 12,241 shares; 2023Q4: 11,023 shares; 2024Q1: 11,064 shares; 2024Q2: 10,084 shares; 2024Q3: 9,879 shares; 2024Q4: 9,517 shares; 2025Q1: 9,409 shares 9,409 $703K 0.04% -108 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 13,284 shares; 2024Q3: 16,860 shares; 2024Q4: 6,541 shares; 2025Q1: 14,796 shares 14,796 $693K 0.04% +8,255 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 9,568 shares; 2023Q4: 9,752 shares; 2024Q1: 9,481 shares; 2024Q2: 9,985 shares; 2024Q3: 10,449 shares; 2024Q4: 10,422 shares; 2025Q1: 10,860 shares 10,860 $689K 0.04% +438 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 470 shares; 2023Q4: 491 shares; 2024Q1: 505 shares; 2024Q2: 610 shares; 2024Q3: 641 shares; 2024Q4: 799 shares; 2025Q1: 842 shares 842 $686K 0.04% +43 Timeline SPMD 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: 14,044 shares; 2023Q4: 14,044 shares; 2024Q1: 14,044 shares; 2024Q2: 13,694 shares; 2024Q3: 13,147 shares; 2024Q4: 13,147 shares; 2025Q1: 13,367 shares 13,367 $684K 0.04% +220 Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 3,978 shares; 2023Q4: not reported; 2024Q1: 12,447 shares; 2024Q2: 12,577 shares; 2024Q3: 10,634 shares; 2024Q4: 11,038 shares; 2025Q1: 11,090 shares 11,090 $682K 0.04% +52 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: 682 shares; 2023Q4: 781 shares; 2024Q1: 831 shares; 2024Q2: 1,005 shares; 2024Q3: 968 shares; 2024Q4: 1,006 shares; 2025Q1: 1,009 shares 1,009 $679K 0.04% +3 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: 9,030 shares; 2023Q4: 7,846 shares; 2024Q1: 10,743 shares; 2024Q2: 4,828 shares; 2024Q3: 4,504 shares; 2024Q4: 5,187 shares; 2025Q1: 9,998 shares 9,998 $677K 0.04% +4,811 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,812 shares; 2024Q3: 2,150 shares; 2024Q4: 2,220 shares; 2025Q1: 2,202 shares 2,202 $672K 0.04% -18 Timeline TRISALUS LIFE SCIENCES INC … TRISALUS LIFE SCIENCES INC COM More: the full row for TRISALUS LIFE SCIENCES INC COM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 120,355 shares; 2025Q1: 120,355 shares 120,355 $664K 0.04% 0 VMBS 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: 11,040 shares; 2023Q4: 6,920 shares; 2024Q1: 10,922 shares; 2024Q2: 10,922 shares; 2024Q3: 14,232 shares; 2024Q4: 14,215 shares; 2025Q1: 14,215 shares 14,215 $658K 0.04% 0 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: 580 shares; 2023Q4: 677 shares; 2024Q1: 416 shares; 2024Q2: 1,045 shares; 2024Q3: 1,218 shares; 2024Q4: 1,208 shares; 2025Q1: 1,149 shares 1,149 $650K 0.04% -59 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 1,640 shares; 2023Q4: 1,606 shares; 2024Q1: 1,745 shares; 2024Q2: 1,789 shares; 2024Q3: 1,840 shares; 2024Q4: 1,777 shares; 2025Q1: 1,831 shares 1,831 $633K 0.04% +54 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: 2,105 shares; 2023Q4: 2,208 shares; 2024Q1: 2,230 shares; 2024Q2: 2,100 shares; 2024Q3: 2,516 shares; 2024Q4: 2,426 shares; 2025Q1: 2,709 shares 2,709 $633K 0.04% +283 Timeline GPIQ GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 16,093 shares; 2025Q1: 14,068 shares 14,068 $627K 0.04% -2,025 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 13,483 shares; 2023Q4: 17,165 shares; 2024Q1: 18,415 shares; 2024Q2: 19,886 shares; 2024Q3: 25,447 shares; 2024Q4: 25,345 shares; 2025Q1: 21,836 shares 21,836 $623K 0.04% -3,509 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: 5,333 shares; 2023Q4: 3,787 shares; 2024Q1: 4,303 shares; 2024Q2: 4,809 shares; 2024Q3: 5,018 shares; 2024Q4: 5,151 shares; 2025Q1: 5,065 shares 5,065 $618K 0.04% -86 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: 2,298 shares; 2023Q4: 1,944 shares; 2024Q1: 2,069 shares; 2024Q2: 2,386 shares; 2024Q3: 2,405 shares; 2024Q4: 2,159 shares; 2025Q1: 2,227 shares 2,227 $607K 0.04% +68 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: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,369 shares; 2024Q3: 1,239 shares; 2024Q4: 1,239 shares; 2025Q1: 2,047 shares 2,047 $590K 0.04% +808 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 7,751 shares; 2024Q2: 6,877 shares; 2024Q3: 9,171 shares; 2024Q4: 9,970 shares; 2025Q1: 7,926 shares 7,926 $583K 0.04% -2,044 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 6,442 shares; 2023Q4: 7,472 shares; 2024Q1: 7,270 shares; 2024Q2: 7,955 shares; 2024Q3: 7,822 shares; 2024Q4: 7,634 shares; 2025Q1: 7,490 shares 7,490 $581K 0.04% -144 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 1,034 shares; 2023Q4: 1,255 shares; 2024Q1: 1,506 shares; 2024Q2: 1,651 shares; 2024Q3: 1,838 shares; 2024Q4: 1,874 shares; 2025Q1: 1,852 shares 1,852 $581K 0.04% -22 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: 4,623 shares; 2023Q4: 4,778 shares; 2024Q1: 5,615 shares; 2024Q2: 5,516 shares; 2024Q3: 4,622 shares; 2024Q4: 4,454 shares; 2025Q1: 4,849 shares 4,849 $579K 0.04% +395 Timeline SUSA 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: 5,012 shares; 2023Q4: 5,014 shares; 2024Q1: 5,011 shares; 2024Q2: 5,012 shares; 2024Q3: 5,012 shares; 2024Q4: 5,013 shares; 2025Q1: 5,013 shares 5,013 $576K 0.04% 0 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 3,616 shares; 2024Q1: 3,695 shares; 2024Q2: 3,918 shares; 2024Q3: 4,172 shares; 2024Q4: 4,181 shares; 2025Q1: 4,634 shares 4,634 $573K 0.04% +453 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 31,412 shares; 2023Q4: 30,787 shares; 2024Q1: 29,587 shares; 2024Q2: 19,009 shares; 2024Q3: 12,533 shares; 2024Q4: 10,113 shares; 2025Q1: 9,426 shares 9,426 $572K 0.04% -687 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 1,656 shares; 2023Q4: 1,776 shares; 2024Q1: 1,939 shares; 2024Q2: 2,050 shares; 2024Q3: 2,155 shares; 2024Q4: 2,225 shares; 2025Q1: 2,243 shares 2,243 $569K 0.04% +18 Timeline MCI BARINGS CORPORATE INVS More: the full row for BARINGS CORPORATE INVS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 21,075 shares; 2023Q4: 21,547 shares; 2024Q1: 21,999 shares; 2024Q2: 22,469 shares; 2024Q3: 22,947 shares; 2024Q4: 23,413 shares; 2025Q1: 23,980 shares 23,980 $562K 0.04% +567 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: 13,433 shares; 2023Q4: 9,685 shares; 2024Q1: 8,599 shares; 2024Q2: 4,850 shares; 2024Q3: 5,070 shares; 2024Q4: 5,106 shares; 2025Q1: 5,130 shares 5,130 $561K 0.03% +24 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 813 shares; 2023Q4: 924 shares; 2024Q1: 950 shares; 2024Q2: 1,189 shares; 2024Q3: 1,218 shares; 2024Q4: 1,156 shares; 2025Q1: 922 shares 922 $560K 0.03% -234 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 7,298 shares; 2024Q2: 9,755 shares; 2024Q3: 10,068 shares; 2024Q4: 7,657 shares; 2025Q1: 7,367 shares 7,367 $559K 0.03% -290 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: 3,155 shares; 2023Q4: 3,931 shares; 2024Q1: 4,142 shares; 2024Q2: 5,580 shares; 2024Q3: 6,433 shares; 2024Q4: 6,103 shares; 2025Q1: 5,626 shares 5,626 $558K 0.03% -477 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 18,113 shares; 2023Q4: 20,184 shares; 2024Q1: 28,353 shares; 2024Q2: 29,953 shares; 2024Q3: 35,359 shares; 2024Q4: 36,295 shares; 2025Q1: 35,817 shares 35,817 $553K 0.03% -478 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 3,413 shares; 2023Q4: 4,004 shares; 2024Q1: 3,025 shares; 2024Q2: 3,425 shares; 2024Q3: 4,043 shares; 2024Q4: 4,579 shares; 2025Q1: 4,295 shares 4,295 $551K 0.03% -284 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 2,117 shares; 2024Q1: 2,120 shares; 2024Q2: 2,589 shares; 2024Q3: 2,540 shares; 2024Q4: 2,763 shares; 2025Q1: 4,960 shares 4,960 $544K 0.03% +2,197 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 2,565 shares; 2024Q1: 2,687 shares; 2024Q2: 3,007 shares; 2024Q3: 3,343 shares; 2024Q4: 3,427 shares; 2025Q1: 3,535 shares 3,535 $542K 0.03% +108 Timeline IUSG 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: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 13,629 shares; 2024Q3: 13,581 shares; 2024Q4: 4,230 shares; 2025Q1: 4,226 shares 4,226 $537K 0.03% -4 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 797 shares; 2023Q4: 1,102 shares; 2024Q1: 1,186 shares; 2024Q2: 1,108 shares; 2024Q3: 1,501 shares; 2024Q4: 1,535 shares; 2025Q1: 1,513 shares 1,513 $528K 0.03% -22 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: 2,500 shares; 2023Q4: 2,685 shares; 2024Q1: 2,812 shares; 2024Q2: 3,014 shares; 2024Q3: 3,303 shares; 2024Q4: 3,297 shares; 2025Q1: 3,170 shares 3,170 $527K 0.03% -127 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: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 4,912 shares; 2024Q3: 6,268 shares; 2024Q4: 5,403 shares; 2025Q1: 5,383 shares 5,383 $514K 0.03% -20 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 2,908 shares; 2023Q4: 2,522 shares; 2024Q1: 2,394 shares; 2024Q2: 2,552 shares; 2024Q3: 2,814 shares; 2024Q4: 3,032 shares; 2025Q1: 2,905 shares 2,905 $511K 0.03% -127 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 266 shares; 2023Q4: 300 shares; 2024Q1: 322 shares; 2024Q2: 325 shares; 2024Q3: 350 shares; 2024Q4: 365 shares; 2025Q1: 355 shares 355 $509K 0.03% -10 Timeline IUSV 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: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 17,510 shares; 2024Q3: 17,431 shares; 2024Q4: 5,537 shares; 2025Q1: 5,507 shares 5,507 $508K 0.03% -30 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: 13,442 shares; 2023Q4: 12,273 shares; 2024Q1: 12,446 shares; 2024Q2: 11,665 shares; 2024Q3: 11,765 shares; 2024Q4: 11,933 shares; 2025Q1: 12,005 shares 12,005 $507K 0.03% +72 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 4,585 shares; 2024Q1: 4,247 shares; 2024Q2: 4,407 shares; 2024Q3: 4,514 shares; 2024Q4: 4,475 shares; 2025Q1: 5,179 shares 5,179 $505K 0.03% +704 Timeline MEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 17,774 shares; 2023Q4: 17,774 shares; 2024Q1: 10,789 shares; 2024Q2: 10,072 shares; 2024Q3: 10,072 shares; 2024Q4: 10,032 shares; 2025Q1: 10,032 shares 10,032 $504K 0.03% 0 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: not reported; 2023Q4: 6,055 shares; 2024Q1: not reported; 2024Q2: 7,204 shares; 2024Q3: 8,742 shares; 2024Q4: 8,447 shares; 2025Q1: 10,421 shares 10,421 $503K 0.03% +1,974 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 2,992 shares; 2024Q2: 3,557 shares; 2024Q3: 3,570 shares; 2024Q4: 2,528 shares; 2025Q1: 2,400 shares 2,400 $502K 0.03% -128 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 1,484 shares; 2023Q4: 1,857 shares; 2024Q1: 2,018 shares; 2024Q2: 2,026 shares; 2024Q3: 2,040 shares; 2024Q4: 2,060 shares; 2025Q1: 2,082 shares 2,082 $493K 0.03% +22 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 666 shares; 2023Q4: 688 shares; 2024Q1: 706 shares; 2024Q2: 860 shares; 2024Q3: 973 shares; 2024Q4: 1,004 shares; 2025Q1: 1,048 shares 1,048 $488K 0.03% +44 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 1,571 shares; 2023Q4: 1,814 shares; 2024Q1: 1,935 shares; 2024Q2: 2,034 shares; 2024Q3: 1,937 shares; 2024Q4: 2,090 shares; 2025Q1: 1,911 shares 1,911 $486K 0.03% -179 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 4,070 shares; 2023Q4: 4,070 shares; 2024Q1: 4,070 shares; 2024Q2: 4,055 shares; 2024Q3: 4,055 shares; 2024Q4: 4,055 shares; 2025Q1: 4,055 shares 4,055 $484K 0.03% 0 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 7,888 shares; 2025Q1: 6,200 shares 6,200 $480K 0.03% -1,688 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 1,708 shares; 2023Q4: 1,964 shares; 2024Q1: 2,046 shares; 2024Q2: 2,143 shares; 2024Q3: 2,176 shares; 2024Q4: 2,210 shares; 2025Q1: 2,005 shares 2,005 $478K 0.03% -205 Timeline USMV 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: 8,892 shares; 2023Q4: 7,051 shares; 2024Q1: 5,275 shares; 2024Q2: 5,875 shares; 2024Q3: 5,118 shares; 2024Q4: 5,132 shares; 2025Q1: 5,089 shares 5,089 $477K 0.03% -43 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: 2,773 shares; 2023Q4: 3,704 shares; 2024Q1: 3,704 shares; 2024Q2: 3,803 shares; 2024Q3: 3,982 shares; 2024Q4: 4,081 shares; 2025Q1: 3,716 shares 3,716 $475K 0.03% -365 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 15,950 shares; 2023Q4: 16,397 shares; 2024Q1: 13,149 shares; 2024Q2: 10,096 shares; 2024Q3: 9,810 shares; 2024Q4: 9,409 shares; 2025Q1: 10,049 shares 10,049 $473K 0.03% +640 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 2,482 shares; 2023Q4: 2,799 shares; 2024Q1: 2,787 shares; 2024Q2: 2,770 shares; 2024Q3: 2,724 shares; 2024Q4: 2,726 shares; 2025Q1: 2,729 shares 2,729 $471K 0.03% +3 Timeline SSNC SS&C TECH HLDGS More: the full row for SS&C TECH HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 9,199 shares; 2023Q4: 8,023 shares; 2024Q1: 8,230 shares; 2024Q2: 8,239 shares; 2024Q3: 8,221 shares; 2024Q4: 6,142 shares; 2025Q1: 5,581 shares 5,581 $466K 0.03% -561 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 1,468 shares; 2023Q4: 1,633 shares; 2024Q1: 1,704 shares; 2024Q2: 1,822 shares; 2024Q3: 1,869 shares; 2024Q4: 1,907 shares; 2025Q1: 2,042 shares 2,042 $465K 0.03% +135 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 2,884 shares; 2023Q4: 3,025 shares; 2024Q1: 3,397 shares; 2024Q2: 4,723 shares; 2024Q3: 4,558 shares; 2024Q4: 3,603 shares; 2025Q1: 3,742 shares 3,742 $462K 0.03% +139 Timeline 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: not reported; 2023Q4: not reported; 2024Q1: 2,602 shares; 2024Q2: not reported; 2024Q3: 2,111 shares; 2024Q4: 6,458 shares; 2025Q1: 5,471 shares 5,471 $461K 0.03% -987 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 3,749 shares; 2023Q4: 4,010 shares; 2024Q1: 3,987 shares; 2024Q2: 4,219 shares; 2024Q3: 4,115 shares; 2024Q4: 4,267 shares; 2025Q1: 4,414 shares 4,414 $456K 0.03% +147 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 2,441 shares; 2023Q4: 1,999 shares; 2024Q1: 1,539 shares; 2024Q2: 1,316 shares; 2024Q3: 1,380 shares; 2024Q4: 1,511 shares; 2025Q1: 1,539 shares 1,539 $454K 0.03% +28 Timeline NNN NNN REIT INC More: the full row for NNN REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,560 shares 10,560 $450K 0.03% new Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 3,045 shares; 2024Q3: 3,084 shares; 2024Q4: 2,653 shares; 2025Q1: 2,687 shares 2,687 $446K 0.03% +34 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 1,459 shares; 2024Q1: 3,254 shares; 2024Q2: 3,045 shares; 2024Q3: 3,899 shares; 2024Q4: 4,269 shares; 2025Q1: 3,026 shares 3,026 $446K 0.03% -1,243 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 9,917 shares; 2023Q4: 9,764 shares; 2024Q1: 3,336 shares; 2024Q2: not reported; 2024Q3: 4,865 shares; 2024Q4: 5,380 shares; 2025Q1: 6,683 shares 6,683 $436K 0.03% +1,303 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: 5,008 shares; 2023Q4: 3,714 shares; 2024Q1: 3,272 shares; 2024Q2: 2,037 shares; 2024Q3: 1,913 shares; 2024Q4: 2,261 shares; 2025Q1: 1,894 shares 1,894 $434K 0.03% -367 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 30,278 shares; 2023Q4: 32,649 shares; 2024Q1: 32,787 shares; 2024Q2: 30,915 shares; 2024Q3: 17,655 shares; 2024Q4: 12,738 shares; 2025Q1: 19,027 shares 19,027 $432K 0.03% +6,289 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 871 shares; 2023Q4: 330 shares; 2024Q1: 351 shares; 2024Q2: 366 shares; 2024Q3: 409 shares; 2024Q4: 411 shares; 2025Q1: 437 shares 437 $431K 0.03% +26 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 12,321 shares; 2023Q4: 13,398 shares; 2024Q1: 9,038 shares; 2024Q2: 9,987 shares; 2024Q3: 10,288 shares; 2024Q4: 10,717 shares; 2025Q1: 9,717 shares 9,717 $427K 0.03% -1,000 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 781 shares; 2024Q1: 804 shares; 2024Q2: 923 shares; 2024Q3: 1,048 shares; 2024Q4: 1,066 shares; 2025Q1: 974 shares 974 $426K 0.03% -92 Timeline HESS CORP HESS CORP More: the full row for HESS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 2,241 shares; 2023Q4: 2,108 shares; 2024Q1: 2,155 shares; 2024Q2: 2,468 shares; 2024Q3: 1,948 shares; 2024Q4: 2,368 shares; 2025Q1: 2,669 shares 2,669 $426K 0.03% +301 CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 434 shares; 2024Q1: 470 shares; 2024Q2: 572 shares; 2024Q3: 2,640 shares; 2024Q4: 2,257 shares; 2025Q1: 2,072 shares 2,072 $426K 0.03% -185 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: 7,214 shares; 2023Q4: 7,268 shares; 2024Q1: 6,936 shares; 2024Q2: 6,763 shares; 2024Q3: 6,751 shares; 2024Q4: 8,925 shares; 2025Q1: 6,837 shares 6,837 $425K 0.03% -2,088 Timeline QTRX QUANTERIX CORP More: the full row for QUANTERIX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 65,000 shares; 2025Q1: 65,000 shares 65,000 $423K 0.03% 0 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 10,400 shares; 2023Q4: 10,072 shares; 2024Q1: 10,205 shares; 2024Q2: 10,526 shares; 2024Q3: 11,259 shares; 2024Q4: 11,534 shares; 2025Q1: 10,730 shares 10,730 $421K 0.03% -804 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 855 shares; 2023Q4: 1,006 shares; 2024Q1: 1,074 shares; 2024Q2: 1,193 shares; 2024Q3: 1,069 shares; 2024Q4: 1,100 shares; 2025Q1: 976 shares 976 $419K 0.03% -124 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: 8,185 shares; 2023Q4: 7,625 shares; 2024Q1: 7,042 shares; 2024Q2: 7,292 shares; 2024Q3: 7,317 shares; 2024Q4: 7,022 shares; 2025Q1: 7,021 shares 7,021 $418K 0.03% -1 PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 5,270 shares; 2023Q4: 4,511 shares; 2024Q1: 4,162 shares; 2024Q2: 3,573 shares; 2024Q3: 4,714 shares; 2024Q4: 4,124 shares; 2025Q1: 3,724 shares 3,724 $416K 0.03% -400 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 2,511 shares; 2023Q4: 2,328 shares; 2024Q1: 2,337 shares; 2024Q2: 5,465 shares; 2024Q3: 5,524 shares; 2024Q4: 5,607 shares; 2025Q1: 6,276 shares 6,276 $412K 0.03% +669 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 3,845 shares; 2023Q4: 3,875 shares; 2024Q1: 3,951 shares; 2024Q2: 4,276 shares; 2024Q3: 4,661 shares; 2024Q4: 4,795 shares; 2025Q1: 5,352 shares 5,352 $409K 0.03% +557 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 3,879 shares; 2024Q1: 4,242 shares; 2024Q2: 4,530 shares; 2024Q3: 4,829 shares; 2024Q4: 3,996 shares; 2025Q1: 3,566 shares 3,566 $404K 0.03% -430 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: 1,066 shares; 2023Q4: 1,129 shares; 2024Q1: 1,229 shares; 2024Q2: 1,208 shares; 2024Q3: 1,219 shares; 2024Q4: 985 shares; 2025Q1: 960 shares 960 $403K 0.03% -25 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 2,272 shares; 2024Q1: 2,303 shares; 2024Q2: 2,576 shares; 2024Q3: 2,721 shares; 2024Q4: 2,540 shares; 2025Q1: 2,786 shares 2,786 $403K 0.03% +246 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 1,029 shares; 2024Q1: 1,135 shares; 2024Q2: 1,086 shares; 2024Q3: 1,171 shares; 2024Q4: 1,267 shares; 2025Q1: 1,442 shares 1,442 $401K 0.02% +175 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: 2,976 shares; 2023Q4: not reported; 2024Q1: 2,799 shares; 2024Q2: 3,009 shares; 2024Q3: 3,082 shares; 2024Q4: 3,105 shares; 2025Q1: 3,208 shares 3,208 $399K 0.02% +103 Timeline DISCOVER FINL SVCS DISCOVER FINL SVCS More: the full row for DISCOVER FINL SVCS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 1,858 shares; 2024Q1: 2,091 shares; 2024Q2: 2,247 shares; 2024Q3: 2,352 shares; 2024Q4: 2,333 shares; 2025Q1: 2,328 shares 2,328 $397K 0.02% -5 O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 4,749 shares; 2023Q4: 5,285 shares; 2024Q1: 5,844 shares; 2024Q2: 6,216 shares; 2024Q3: 6,826 shares; 2024Q4: 7,505 shares; 2025Q1: 6,833 shares 6,833 $396K 0.02% -672 Timeline PINS PINTEREST INC More: the full row for PINTEREST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 10,938 shares; 2025Q1: 12,775 shares 12,775 $396K 0.02% +1,837 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 2,798 shares; 2024Q1: 2,818 shares; 2024Q2: 3,085 shares; 2024Q3: 3,229 shares; 2024Q4: 3,267 shares; 2025Q1: 3,287 shares 3,287 $393K 0.02% +20 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 3,427 shares; 2023Q4: 3,754 shares; 2024Q1: 3,077 shares; 2024Q2: 3,443 shares; 2024Q3: 3,843 shares; 2024Q4: 3,388 shares; 2025Q1: 3,074 shares 3,074 $391K 0.02% -314 Timeline IJJ 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: 4,663 shares; 2023Q4: 4,663 shares; 2024Q1: 3,523 shares; 2024Q2: 3,523 shares; 2024Q3: 3,523 shares; 2024Q4: 3,263 shares; 2025Q1: 3,263 shares 3,263 $391K 0.02% 0 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: not reported; 2023Q4: 2,017 shares; 2024Q1: 1,914 shares; 2024Q2: 2,383 shares; 2024Q3: 2,847 shares; 2024Q4: 2,463 shares; 2025Q1: 2,631 shares 2,631 $388K 0.02% +168 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: not reported; 2023Q4: not reported; 2024Q1: 1,251 shares; 2024Q2: 1,370 shares; 2024Q3: 1,457 shares; 2024Q4: 1,525 shares; 2025Q1: 1,602 shares 1,602 $388K 0.02% +77 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 547 shares; 2024Q3: 860 shares; 2024Q4: 978 shares; 2025Q1: 1,100 shares 1,100 $388K 0.02% +122 Timeline FTV FORTIVE CORP More: the full row for FORTIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 7,351 shares; 2023Q4: 6,101 shares; 2024Q1: 5,497 shares; 2024Q2: 5,236 shares; 2024Q3: 5,370 shares; 2024Q4: 5,392 shares; 2025Q1: 5,289 shares 5,289 $387K 0.02% -103 Timeline BAX BAXTER INTL INC More: the full row for BAXTER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 13,573 shares; 2023Q4: 11,900 shares; 2024Q1: 13,627 shares; 2024Q2: 16,243 shares; 2024Q3: 16,361 shares; 2024Q4: 11,060 shares; 2025Q1: 11,238 shares 11,238 $385K 0.02% +178 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 5,094 shares; 2024Q2: 5,518 shares; 2024Q3: 5,508 shares; 2024Q4: 5,596 shares; 2025Q1: 5,682 shares 5,682 $385K 0.02% +86 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 12,004 shares; 2023Q4: 16,048 shares; 2024Q1: 12,012 shares; 2024Q2: 9,228 shares; 2024Q3: 9,224 shares; 2024Q4: 9,224 shares; 2025Q1: 8,452 shares 8,452 $383K 0.02% -772 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 1,208 shares; 2023Q4: 1,382 shares; 2024Q1: 1,208 shares; 2024Q2: 884 shares; 2024Q3: 754 shares; 2024Q4: 704 shares; 2025Q1: 696 shares 696 $377K 0.02% -8 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 1,548 shares; 2024Q1: 1,651 shares; 2024Q2: 2,138 shares; 2024Q3: 2,181 shares; 2024Q4: 1,964 shares; 2025Q1: 2,353 shares 2,353 $376K 0.02% +389 Timeline JHG JANUS HENDERSON GROUP PLC More: the full row for JANUS HENDERSON GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 7,680 shares; 2024Q1: 9,811 shares; 2024Q2: 10,221 shares; 2024Q3: 10,221 shares; 2024Q4: 10,221 shares; 2025Q1: 10,221 shares 10,221 $369K 0.02% 0 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2,342 shares; 2024Q4: 2,388 shares; 2025Q1: 2,841 shares 2,841 $369K 0.02% +453 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: 30,047 shares; 2023Q4: 24,839 shares; 2024Q1: 24,130 shares; 2024Q2: 14,747 shares; 2024Q3: 12,690 shares; 2024Q4: 10,606 shares; 2025Q1: 8,032 shares 8,032 $368K 0.02% -2,574 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 122 shares; 2023Q4: 150 shares; 2024Q1: 158 shares; 2024Q2: 8,000 shares; 2024Q3: 8,335 shares; 2024Q4: 8,668 shares; 2025Q1: 7,292 shares 7,292 $366K 0.02% -1,376 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 4,394 shares; 2023Q4: 4,251 shares; 2024Q1: not reported; 2024Q2: 4,010 shares; 2024Q3: 4,323 shares; 2024Q4: 4,218 shares; 2025Q1: 4,444 shares 4,444 $366K 0.02% +226 Timeline TRST TRUSTCO BK CORP N Y More: the full row for TRUSTCO BK CORP N Y Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 11,939 shares; 2023Q4: not reported; 2024Q1: 11,947 shares; 2024Q2: 11,976 shares; 2024Q3: 11,980 shares; 2024Q4: 11,984 shares; 2025Q1: 11,988 shares 11,988 $365K 0.02% +4 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 6,373 shares; 2023Q4: 6,552 shares; 2024Q1: 8,420 shares; 2024Q2: 10,338 shares; 2024Q3: 10,891 shares; 2024Q4: 7,457 shares; 2025Q1: 9,584 shares 9,584 $358K 0.02% +2,127 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: 3,900 shares; 2023Q4: 3,871 shares; 2024Q1: 3,513 shares; 2024Q2: 2,170 shares; 2024Q3: 1,916 shares; 2024Q4: 2,612 shares; 2025Q1: 2,099 shares 2,099 $358K 0.02% -513 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: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,075 shares 8,075 $358K 0.02% new Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 1,655 shares; 2023Q4: 1,773 shares; 2024Q1: 1,834 shares; 2024Q2: 2,243 shares; 2024Q3: 2,393 shares; 2024Q4: 2,373 shares; 2025Q1: 2,479 shares 2,479 $355K 0.02% +106 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 3,042 shares; 2024Q2: 3,565 shares; 2024Q3: 3,330 shares; 2024Q4: 3,699 shares; 2025Q1: 3,676 shares 3,676 $354K 0.02% -23 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: 158 shares; 2023Q4: 158 shares; 2024Q1: 158 shares; 2024Q2: 178 shares; 2024Q3: 182 shares; 2024Q4: 178 shares; 2025Q1: 181 shares 181 $353K 0.02% +3 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 2,598 shares; 2023Q4: 3,458 shares; 2024Q1: 3,557 shares; 2024Q2: 3,793 shares; 2024Q3: 3,908 shares; 2024Q4: 3,874 shares; 2025Q1: 3,615 shares 3,615 $352K 0.02% -259 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 4,732 shares; 2023Q4: 5,446 shares; 2024Q1: 7,125 shares; 2024Q2: 6,929 shares; 2024Q3: 6,822 shares; 2024Q4: 7,279 shares; 2025Q1: 6,252 shares 6,252 $351K 0.02% -1,027 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 2,148 shares; 2023Q4: 2,552 shares; 2024Q1: 2,642 shares; 2024Q2: 2,698 shares; 2024Q3: 2,442 shares; 2024Q4: 2,342 shares; 2025Q1: 2,898 shares 2,898 $349K 0.02% +556 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 4,164 shares; 2024Q4: 4,279 shares; 2025Q1: 5,127 shares 5,127 $347K 0.02% +848 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,429 shares; 2024Q3: 1,478 shares; 2024Q4: 1,505 shares; 2025Q1: 1,599 shares 1,599 $347K 0.02% +94 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 6,977 shares; 2024Q2: 7,369 shares; 2024Q3: 8,242 shares; 2024Q4: 8,646 shares; 2025Q1: 8,452 shares 8,452 $346K 0.02% -194 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: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 210 shares; 2024Q3: 325 shares; 2024Q4: 394 shares; 2025Q1: 521 shares 521 $345K 0.02% +127 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: 8,235 shares; 2023Q4: 10,029 shares; 2024Q1: 9,540 shares; 2024Q2: 11,154 shares; 2024Q3: 10,801 shares; 2024Q4: 10,416 shares; 2025Q1: 9,054 shares 9,054 $343K 0.02% -1,362 Timeline GPK GRAPHIC PACKAGING HLDG CO More: the full row for GRAPHIC PACKAGING HLDG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 19,020 shares; 2023Q4: 17,328 shares; 2024Q1: 17,071 shares; 2024Q2: 17,473 shares; 2024Q3: 16,154 shares; 2024Q4: 12,812 shares; 2025Q1: 13,189 shares 13,189 $342K 0.02% +377 Timeline VFMO VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 3,714 shares; 2023Q4: 3,714 shares; 2024Q1: 3,609 shares; 2024Q2: 2,434 shares; 2024Q3: 2,305 shares; 2024Q4: 2,245 shares; 2025Q1: 2,245 shares 2,245 $341K 0.02% 0 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,340 shares; 2024Q3: 1,370 shares; 2024Q4: 1,463 shares; 2025Q1: 1,656 shares 1,656 $340K 0.02% +193 Timeline BFAM BRIGHT HORIZONS FAM SOL IN D More: the full row for BRIGHT HORIZONS FAM SOL IN D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2,132 shares; 2024Q4: 1,961 shares; 2025Q1: 2,654 shares 2,654 $337K 0.02% +693 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 185 shares; 2024Q2: 216 shares; 2024Q3: 221 shares; 2024Q4: 239 shares; 2025Q1: 243 shares 243 $337K 0.02% +4 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 8,766 shares; 2023Q4: 5,988 shares; 2024Q1: 6,183 shares; 2024Q2: 9,225 shares; 2024Q3: 9,536 shares; 2024Q4: 6,461 shares; 2025Q1: 7,946 shares 7,946 $332K 0.02% +1,485 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: 7,027 shares; 2023Q4: 5,709 shares; 2024Q1: 5,668 shares; 2024Q2: 3,759 shares; 2024Q3: 3,741 shares; 2024Q4: 3,357 shares; 2025Q1: 2,968 shares 2,968 $331K 0.02% -389 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 2,800 shares; 2023Q4: 4,060 shares; 2024Q1: 4,146 shares; 2024Q2: 4,113 shares; 2024Q3: 4,154 shares; 2024Q4: 4,081 shares; 2025Q1: 3,960 shares 3,960 $328K 0.02% -121 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: 6,690 shares; 2023Q4: 6,489 shares; 2024Q1: 5,498 shares; 2024Q2: 5,316 shares; 2024Q3: 6,173 shares; 2024Q4: 6,487 shares; 2025Q1: 5,541 shares 5,541 $324K 0.02% -946 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 2,581 shares; 2024Q2: not reported; 2024Q3: 3,145 shares; 2024Q4: 3,315 shares; 2025Q1: 3,683 shares 3,683 $324K 0.02% +368 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 3,208 shares; 2023Q4: 3,707 shares; 2024Q1: 4,008 shares; 2024Q2: 3,956 shares; 2024Q3: 3,855 shares; 2024Q4: 3,200 shares; 2025Q1: 3,087 shares 3,087 $322K 0.02% -113 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2,413 shares; 2024Q3: 2,666 shares; 2024Q4: 2,507 shares; 2025Q1: 2,906 shares 2,906 $321K 0.02% +399 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,037 shares; 2025Q1: 1,877 shares 1,877 $321K 0.02% -160 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: 2,022 shares; 2023Q4: 2,247 shares; 2024Q1: 2,412 shares; 2024Q2: 2,896 shares; 2024Q3: 2,872 shares; 2024Q4: 2,509 shares; 2025Q1: 2,189 shares 2,189 $319K 0.02% -320 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,140 shares; 2025Q1: 1,197 shares 1,197 $317K 0.02% +57 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: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 3,264 shares; 2025Q1: 3,971 shares 3,971 $315K 0.02% +707 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 1,103 shares; 2023Q4: 1,451 shares; 2024Q1: 1,454 shares; 2024Q2: 1,585 shares; 2024Q3: 1,726 shares; 2024Q4: 1,702 shares; 2025Q1: 1,276 shares 1,276 $311K 0.02% -426 Timeline QUS 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: 2,499 shares; 2023Q4: 2,499 shares; 2024Q1: 1,984 shares; 2024Q2: 1,984 shares; 2024Q3: 1,984 shares; 2024Q4: 1,984 shares; 2025Q1: 1,984 shares 1,984 $311K 0.02% 0 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,816 shares 5,816 $311K 0.02% new Timeline VPL VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 17,840 shares; 2023Q4: 18,726 shares; 2024Q1: 17,868 shares; 2024Q2: 10,659 shares; 2024Q3: 5,890 shares; 2024Q4: 5,806 shares; 2025Q1: 4,219 shares 4,219 $306K 0.02% -1,587 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 9,585 shares; 2023Q4: 10,054 shares; 2024Q1: 10,612 shares; 2024Q2: 12,349 shares; 2024Q3: 15,896 shares; 2024Q4: 15,210 shares; 2025Q1: 11,014 shares 11,014 $305K 0.02% -4,196 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,768 shares; 2024Q3: 1,775 shares; 2024Q4: 1,988 shares; 2025Q1: 2,227 shares 2,227 $305K 0.02% +239 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 3,527 shares; 2024Q2: 4,217 shares; 2024Q3: not reported; 2024Q4: 3,331 shares; 2025Q1: 4,193 shares 4,193 $304K 0.02% +862 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 3,731 shares; 2023Q4: 4,106 shares; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 3,114 shares; 2024Q4: 4,019 shares; 2025Q1: 4,267 shares 4,267 $302K 0.02% +248 Timeline IYF 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: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,656 shares; 2025Q1: 2,656 shares 2,656 $300K 0.02% 0 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 3,350 shares; 2024Q2: 3,657 shares; 2024Q3: 4,100 shares; 2024Q4: 3,836 shares; 2025Q1: 3,976 shares 3,976 $298K 0.02% +140 Timeline CNH CNH INDL N V More: the full row for CNH INDL N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 20,534 shares; 2025Q1: 24,152 shares 24,152 $297K 0.02% +3,618 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: 7,566 shares; 2023Q4: 6,243 shares; 2024Q1: 6,299 shares; 2024Q2: 6,301 shares; 2024Q3: 7,516 shares; 2024Q4: 7,522 shares; 2025Q1: 7,211 shares 7,211 $294K 0.02% -311 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: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,295 shares 5,295 $292K 0.02% new Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 3,757 shares; 2025Q1: 3,409 shares 3,409 $291K 0.02% -348 Timeline ACWV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 2,500 shares; 2023Q4: 2,500 shares; 2024Q1: 2,500 shares; 2024Q2: 2,500 shares; 2024Q3: 2,500 shares; 2024Q4: 2,500 shares; 2025Q1: 2,500 shares 2,500 $291K 0.02% 0 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: 2,944 shares; 2023Q4: 2,952 shares; 2024Q1: 2,989 shares; 2024Q2: 3,237 shares; 2024Q3: 3,075 shares; 2024Q4: 2,977 shares; 2025Q1: 4,101 shares 4,101 $289K 0.02% +1,124 Timeline PENN PENN ENTERTAINMENT INC More: the full row for PENN ENTERTAINMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 26,743 shares; 2024Q2: 18,715 shares; 2024Q3: 20,382 shares; 2024Q4: 17,732 shares; 2025Q1: 17,532 shares 17,532 $286K 0.02% -200 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: not reported; 2023Q4: not reported; 2024Q1: 783 shares; 2024Q2: 820 shares; 2024Q3: 899 shares; 2024Q4: 897 shares; 2025Q1: 846 shares 846 $286K 0.02% -51 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: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 560 shares; 2024Q4: 702 shares; 2025Q1: 656 shares 656 $285K 0.02% -46 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: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 897 shares; 2024Q3: 974 shares; 2024Q4: 965 shares; 2025Q1: 954 shares 954 $284K 0.02% -11 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,318 shares; 2024Q4: 1,341 shares; 2025Q1: 1,581 shares 1,581 $283K 0.02% +240 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 6,609 shares; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 6,234 shares; 2024Q4: not reported; 2025Q1: 8,654 shares 8,654 $282K 0.02% new 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: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,006 shares; 2024Q4: 1,006 shares; 2025Q1: 1,163 shares 1,163 $282K 0.02% +157 Timeline ELAN ELANCO ANIMAL HEALTH INC More: the full row for ELANCO ANIMAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 39,573 shares; 2023Q4: 34,511 shares; 2024Q1: 27,521 shares; 2024Q2: 26,739 shares; 2024Q3: 31,989 shares; 2024Q4: 25,589 shares; 2025Q1: 26,845 shares 26,845 $282K 0.02% +1,256 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 2,092 shares; 2023Q4: not reported; 2024Q1: 1,979 shares; 2024Q2: 1,805 shares; 2024Q3: 1,865 shares; 2024Q4: 1,947 shares; 2025Q1: 2,021 shares 2,021 $279K 0.02% +74 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: not reported; 2023Q4: not reported; 2024Q1: 1,489 shares; 2024Q2: 1,424 shares; 2024Q3: 1,442 shares; 2024Q4: 1,506 shares; 2025Q1: 1,374 shares 1,374 $277K 0.02% -132 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: 6,218 shares; 2023Q4: 9,755 shares; 2024Q1: 10,148 shares; 2024Q2: 8,629 shares; 2024Q3: 4,245 shares; 2024Q4: 5,346 shares; 2025Q1: 4,359 shares 4,359 $277K 0.02% -987 Timeline VFVA VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 4,950 shares; 2023Q4: 4,500 shares; 2024Q1: 4,027 shares; 2024Q2: 2,630 shares; 2024Q3: 2,504 shares; 2024Q4: 2,419 shares; 2025Q1: 2,419 shares 2,419 $276K 0.02% 0 Timeline TASK TASKUS INC More: the full row for TASKUS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 20,206 shares; 2025Q1: 20,206 shares 20,206 $275K 0.02% 0 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 4,113 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 3,147 shares; 2024Q4: 3,277 shares; 2025Q1: 3,370 shares 3,370 $270K 0.02% +93 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 2,822 shares; 2024Q2: 2,918 shares; 2024Q3: 3,124 shares; 2024Q4: 4,018 shares; 2025Q1: 4,366 shares 4,366 $269K 0.02% +348 Timeline IWN 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: 3,619 shares; 2023Q4: 3,619 shares; 2024Q1: 3,619 shares; 2024Q2: 2,452 shares; 2024Q3: 2,452 shares; 2024Q4: 2,452 shares; 2025Q1: 1,777 shares 1,777 $268K 0.02% -675 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 284 shares; 2024Q2: 323 shares; 2024Q3: 368 shares; 2024Q4: 377 shares; 2025Q1: 426 shares 426 $267K 0.02% +49 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: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,214 shares 1,214 $265K 0.02% 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: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 150 shares; 2024Q4: 155 shares; 2025Q1: 143 shares 143 $264K 0.02% -12 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 3,556 shares; 2025Q1: 4,177 shares 4,177 $263K 0.02% +621 Timeline WCLD WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 9,485 shares; 2023Q4: 9,485 shares; 2024Q1: 8,078 shares; 2024Q2: 8,078 shares; 2024Q3: 8,078 shares; 2024Q4: 8,078 shares; 2025Q1: 8,078 shares 8,078 $262K 0.02% 0 Timeline OKTA OKTA INC More: the full row for OKTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 3,629 shares; 2025Q1: 2,476 shares 2,476 $261K 0.02% -1,153 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 4,663 shares; 2023Q4: 4,362 shares; 2024Q1: 4,644 shares; 2024Q2: 4,355 shares; 2024Q3: 4,293 shares; 2024Q4: 4,487 shares; 2025Q1: 3,651 shares 3,651 $261K 0.02% -836 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: 3,117 shares; 2023Q4: 3,626 shares; 2024Q1: 3,781 shares; 2024Q2: 1,677 shares; 2024Q3: 3,052 shares; 2024Q4: 3,373 shares; 2025Q1: 2,358 shares 2,358 $259K 0.02% -1,015 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: not reported; 2023Q4: not reported; 2024Q1: 3,852 shares; 2024Q2: 3,945 shares; 2024Q3: not reported; 2024Q4: 4,214 shares; 2025Q1: 4,564 shares 4,564 $258K 0.02% +350 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 2,378 shares; 2024Q1: 2,492 shares; 2024Q2: 2,625 shares; 2024Q3: 2,593 shares; 2024Q4: 2,610 shares; 2025Q1: 2,937 shares 2,937 $258K 0.02% +327 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 5,650 shares; 2024Q1: 5,147 shares; 2024Q2: 5,606 shares; 2024Q3: 6,195 shares; 2024Q4: 6,745 shares; 2025Q1: 6,233 shares 6,233 $256K 0.02% -512 Timeline EWU 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: 6,835 shares; 2023Q4: 6,835 shares; 2024Q1: 6,835 shares; 2024Q2: 6,835 shares; 2024Q3: 6,835 shares; 2024Q4: 7,570 shares; 2025Q1: 6,835 shares 6,835 $256K 0.02% -735 Timeline EAGG 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: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 5,086 shares; 2025Q1: 5,360 shares 5,360 $254K 0.02% +274 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 13,207 shares; 2023Q4: 9,902 shares; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 10,095 shares; 2024Q4: 10,457 shares; 2025Q1: 10,583 shares 10,583 $254K 0.02% +126 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,823 shares; 2024Q4: 2,028 shares; 2025Q1: 1,928 shares 1,928 $252K 0.02% -100 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 3,406 shares; 2024Q1: 3,510 shares; 2024Q2: 3,740 shares; 2024Q3: 4,084 shares; 2024Q4: 3,942 shares; 2025Q1: 4,056 shares 4,056 $252K 0.02% +114 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,333 shares; 2025Q1: 1,247 shares 1,247 $250K 0.02% -86 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 434 shares; 2025Q1: 474 shares 474 $249K 0.02% +40 Timeline PODD INSULET CORP More: the full row for INSULET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 1,018 shares; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 883 shares; 2024Q4: 930 shares; 2025Q1: 949 shares 949 $249K 0.02% +19 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: not reported; 2023Q4: 341 shares; 2024Q1: 349 shares; 2024Q2: 388 shares; 2024Q3: 403 shares; 2024Q4: 432 shares; 2025Q1: 426 shares 426 $247K 0.02% -6 Timeline LIONS GATE ENTMNT CORP LIONS GATE ENTMNT CORP More: the full row for LIONS GATE ENTMNT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 48,550 shares; 2023Q4: 40,250 shares; 2024Q1: 52,380 shares; 2024Q2: 52,380 shares; 2024Q3: 52,380 shares; 2024Q4: 31,380 shares; 2025Q1: 31,180 shares 31,180 $247K 0.02% -200 KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 7,412 shares; 2023Q4: 6,185 shares; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 6,211 shares; 2024Q4: 7,450 shares; 2025Q1: 7,201 shares 7,201 $246K 0.02% -249 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 4,196 shares; 2024Q4: 4,156 shares; 2025Q1: 4,593 shares 4,593 $245K 0.02% +437 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 2,460 shares; 2024Q2: 2,604 shares; 2024Q3: 2,768 shares; 2024Q4: 2,866 shares; 2025Q1: 3,028 shares 3,028 $244K 0.02% +162 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 130 shares; 2024Q3: 130 shares; 2024Q4: 131 shares; 2025Q1: 130 shares 130 $243K 0.02% -1 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,169 shares 1,169 $243K 0.02% new Timeline VYX NCR VOYIX CORPORATION More: the full row for NCR VOYIX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 22,917 shares; 2024Q4: 21,607 shares; 2025Q1: 24,816 shares 24,816 $242K 0.02% +3,209 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 2,086 shares; 2024Q2: 2,000 shares; 2024Q3: 2,086 shares; 2024Q4: 2,348 shares; 2025Q1: 2,634 shares 2,634 $240K 0.01% +286 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 10,540 shares; 2024Q4: 6,391 shares; 2025Q1: 6,926 shares 6,926 $236K 0.01% +535 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 12,989 shares; 2024Q2: 14,279 shares; 2024Q3: 14,954 shares; 2024Q4: 15,189 shares; 2025Q1: 14,731 shares 14,731 $236K 0.01% -458 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 17,039 shares; 2023Q4: 17,039 shares; 2024Q1: 16,399 shares; 2024Q2: 17,522 shares; 2024Q3: 17,522 shares; 2024Q4: 17,522 shares; 2025Q1: 9,772 shares 9,772 $235K 0.01% -7,750 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: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,758 shares 4,758 $235K 0.01% new Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 3,275 shares; 2023Q4: 2,582 shares; 2024Q1: 2,557 shares; 2024Q2: 3,276 shares; 2024Q3: 3,085 shares; 2024Q4: 2,881 shares; 2025Q1: 2,242 shares 2,242 $234K 0.01% -639 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,194 shares; 2025Q1: 1,127 shares 1,127 $234K 0.01% -67 Timeline GVI 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: 6,058 shares; 2023Q4: 4,774 shares; 2024Q1: 3,123 shares; 2024Q2: 2,428 shares; 2024Q3: 2,188 shares; 2024Q4: 2,118 shares; 2025Q1: 2,196 shares 2,196 $233K 0.01% +78 Timeline IJT 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: 2,030 shares; 2023Q4: 2,030 shares; 2024Q1: 2,030 shares; 2024Q2: 2,030 shares; 2024Q3: 2,010 shares; 2024Q4: 1,870 shares; 2025Q1: 1,870 shares 1,870 $233K 0.01% 0 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 2,583 shares; 2024Q1: 2,710 shares; 2024Q2: 3,024 shares; 2024Q3: 5,630 shares; 2024Q4: 5,541 shares; 2025Q1: 2,729 shares 2,729 $232K 0.01% -2,812 Timeline SPYD 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: not reported; 2023Q4: 5,214 shares; 2024Q1: 5,214 shares; 2024Q2: 5,214 shares; 2024Q3: 5,214 shares; 2024Q4: 5,214 shares; 2025Q1: 5,214 shares 5,214 $231K 0.01% 0 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,743 shares; 2024Q3: 1,701 shares; 2024Q4: 1,732 shares; 2025Q1: 1,690 shares 1,690 $228K 0.01% -42 Timeline IBB 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: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,488 shares; 2024Q3: 1,613 shares; 2024Q4: 1,779 shares; 2025Q1: 1,782 shares 1,782 $228K 0.01% +3 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: 531 shares; 2023Q4: 661 shares; 2024Q1: 1,320 shares; 2024Q2: 1,263 shares; 2024Q3: 1,539 shares; 2024Q4: 1,459 shares; 2025Q1: 1,369 shares 1,369 $227K 0.01% -90 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 695 shares; 2024Q4: 747 shares; 2025Q1: 751 shares 751 $225K 0.01% +4 Timeline XBI 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: not reported; 2023Q4: not reported; 2024Q1: 2,570 shares; 2024Q2: 2,592 shares; 2024Q3: 2,738 shares; 2024Q4: 2,770 shares; 2025Q1: 2,771 shares 2,771 $225K 0.01% +1 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 4,877 shares; 2023Q4: 4,931 shares; 2024Q1: 4,943 shares; 2024Q2: 5,448 shares; 2024Q3: 5,053 shares; 2024Q4: 4,161 shares; 2025Q1: 4,582 shares 4,582 $222K 0.01% +421 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 4,487 shares; 2024Q3: 4,668 shares; 2024Q4: 4,676 shares; 2025Q1: 4,174 shares 4,174 $221K 0.01% -502 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: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,123 shares; 2025Q1: 1,216 shares 1,216 $221K 0.01% +93 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 852 shares; 2024Q1: 822 shares; 2024Q2: 732 shares; 2024Q3: 840 shares; 2024Q4: 920 shares; 2025Q1: 852 shares 852 $220K 0.01% -68 Timeline IXUS 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: not reported; 2023Q4: 3,140 shares; 2024Q1: 3,140 shares; 2024Q2: 3,140 shares; 2024Q3: 3,140 shares; 2024Q4: 3,140 shares; 2025Q1: 3,140 shares 3,140 $219K 0.01% 0 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 956 shares; 2024Q4: 977 shares; 2025Q1: 972 shares 972 $218K 0.01% -5 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,925 shares 1,925 $217K 0.01% new Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 1,720 shares; 2023Q4: 1,616 shares; 2024Q1: 1,657 shares; 2024Q2: 1,758 shares; 2024Q3: 1,653 shares; 2024Q4: 1,410 shares; 2025Q1: 1,352 shares 1,352 $217K 0.01% -58 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: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,223 shares; 2025Q1: 1,257 shares 1,257 $216K 0.01% +34 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 924 shares 924 $214K 0.01% new Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,248 shares 3,248 $213K 0.01% new Timeline ANSYS INC COM ANSYS INC COM More: the full row for ANSYS INC COM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 634 shares; 2025Q1: 673 shares 673 $213K 0.01% +39 FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2,894 shares; 2024Q3: 3,026 shares; 2024Q4: 3,009 shares; 2025Q1: 2,848 shares 2,848 $213K 0.01% -161 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 796 shares; 2024Q2: not reported; 2024Q3: 729 shares; 2024Q4: 759 shares; 2025Q1: 834 shares 834 $212K 0.01% +75 Timeline BXP BXP INC More: the full row for BXP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 2,892 shares; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 3,233 shares; 2024Q4: 3,277 shares; 2025Q1: 3,150 shares 3,150 $212K 0.01% -127 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 547 shares; 2025Q1: 574 shares 574 $212K 0.01% +27 Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,510 shares; 2024Q3: 1,575 shares; 2024Q4: 1,431 shares; 2025Q1: 1,385 shares 1,385 $206K 0.01% -46 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,047 shares 7,047 $204K 0.01% new Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,347 shares; 2024Q4: 1,481 shares; 2025Q1: 1,438 shares 1,438 $203K 0.01% -43 Timeline CHTR CHARTER COMMUNICATIONS INC More: the full row for CHARTER COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 521 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 547 shares 547 $202K 0.01% new Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,361 shares 4,361 $201K 0.01% new Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 11,678 shares; 2024Q3: 10,514 shares; 2024Q4: 11,074 shares; 2025Q1: 10,047 shares 10,047 $196K 0.01% -1,027 Timeline ETB EATON VANCE TAX MNGED BUY WR More: the full row for EATON VANCE TAX MNGED BUY WR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 10,372 shares; 2023Q4: 10,372 shares; 2024Q1: 10,372 shares; 2024Q2: 10,372 shares; 2024Q3: 13,161 shares; 2024Q4: 14,201 shares; 2025Q1: 14,201 shares 14,201 $194K 0.01% 0 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,187 shares 16,187 $174K 0.01% new 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: 18,253 shares; 2023Q4: 11,201 shares; 2024Q1: 15,325 shares; 2024Q2: 16,414 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,553 shares 16,553 $166K 0.01% new Timeline OCUL OCULAR THERAPEUTIX INC More: the full row for OCULAR THERAPEUTIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,194 shares 20,194 $148K 0.01% new Timeline RITM RITHM CAPITAL CORP More: the full row for RITHM CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 12,616 shares; 2025Q1: 12,510 shares 12,510 $143K 0.01% -106 Timeline