SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,525,225 shares; 2024Q4: 17,745,162 shares; 2025Q1: 17,116,802 shares; 2025Q2: 16,689,224 shares; 2025Q3: 16,643,488 shares; 2025Q4: 16,564,209 shares 16,564,209 $5.82B 53.36% -79,279 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,809,377 shares; 2024Q4: 1,884,111 shares; 2025Q1: 1,984,859 shares; 2025Q2: 2,051,529 shares; 2025Q3: 2,033,275 shares; 2025Q4: 1,472,903 shares 1,472,903 $1.01B 9.25% -560,372 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,016 shares; 2024Q4: 41,387 shares; 2025Q1: 41,387 shares; 2025Q2: 41,387 shares; 2025Q3: 431,379 shares; 2025Q4: 5,464,262 shares 5,464,262 $438M 4.02% +5,032,883 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,822,728 shares; 2024Q4: 2,822,037 shares; 2025Q1: 2,771,509 shares; 2025Q2: 2,756,693 shares; 2025Q3: 2,726,823 shares; 2025Q4: 2,258,216 shares 2,258,216 $202M 1.85% -468,607 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 702,624 shares; 2024Q4: 709,917 shares; 2025Q1: 727,580 shares; 2025Q2: 673,239 shares; 2025Q3: 649,004 shares; 2025Q4: 640,284 shares 640,284 $174M 1.6% -8,720 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 330,573 shares; 2024Q4: 325,726 shares; 2025Q1: 329,216 shares; 2025Q2: 315,973 shares; 2025Q3: 292,811 shares; 2025Q4: 291,611 shares 291,611 $141M 1.29% -1,200 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,410,471 shares; 2024Q4: 2,329,616 shares; 2025Q1: 2,272,799 shares; 2025Q2: 2,277,767 shares; 2025Q3: 2,260,853 shares; 2025Q4: 1,644,259 shares 1,644,259 $109M 0.99% -616,594 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 851,498 shares; 2024Q4: 855,876 shares; 2025Q1: 834,124 shares; 2025Q2: 699,201 shares; 2025Q3: 582,284 shares; 2025Q4: 573,769 shares 573,769 $107M 0.98% -8,515 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 505,311 shares; 2024Q4: 506,707 shares; 2025Q1: 509,088 shares; 2025Q2: 484,905 shares; 2025Q3: 465,242 shares; 2025Q4: 463,473 shares 463,473 $107M 0.98% -1,769 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 423,956 shares; 2024Q4: 418,037 shares; 2025Q1: 406,101 shares; 2025Q2: 375,174 shares; 2025Q3: 338,317 shares; 2025Q4: 320,997 shares 320,997 $101M 0.92% -17,320 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,848,999 shares 1,848,999 $93.5M 0.86% new Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 285,787 shares; 2024Q4: 293,132 shares; 2025Q1: 306,541 shares; 2025Q2: 292,255 shares; 2025Q3: 290,367 shares; 2025Q4: 291,300 shares 291,300 $91.2M 0.84% +933 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,303,249 shares; 2024Q4: 2,112,840 shares; 2025Q1: 1,812,156 shares; 2025Q2: 1,687,308 shares; 2025Q3: 1,571,407 shares; 2025Q4: 1,524,913 shares 1,524,913 $83.4M 0.76% -46,494 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 235,657 shares; 2024Q4: 235,687 shares; 2025Q1: 563,215 shares; 2025Q2: 231,575 shares; 2025Q3: 233,133 shares; 2025Q4: 233,195 shares 233,195 $81.8M 0.75% +62 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 187,514 shares; 2024Q4: 193,461 shares; 2025Q1: 206,005 shares; 2025Q2: 211,394 shares; 2025Q3: 219,845 shares; 2025Q4: 769,541 shares 769,541 $74M 0.68% +549,696 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 113,499 shares; 2024Q4: 112,715 shares; 2025Q1: 112,615 shares; 2025Q2: 109,107 shares; 2025Q3: 108,190 shares; 2025Q4: 108,066 shares 108,066 $71.3M 0.65% -124 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 140,738 shares; 2024Q4: 139,841 shares; 2025Q1: 139,578 shares; 2025Q2: 135,747 shares; 2025Q3: 140,117 shares; 2025Q4: 138,346 shares 138,346 $69.5M 0.64% -1,771 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 842,043 shares; 2024Q4: 803,749 shares; 2025Q1: 767,755 shares; 2025Q2: 749,930 shares; 2025Q3: 739,683 shares; 2025Q4: 550,979 shares 550,979 $66.2M 0.61% -188,704 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,093,044 shares; 2024Q4: 1,010,176 shares; 2025Q1: 943,022 shares; 2025Q2: 925,577 shares; 2025Q3: 911,167 shares; 2025Q4: 895,353 shares 895,353 $60.2M 0.55% -15,814 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,467 shares; 2024Q4: 31,650 shares; 2025Q1: 31,446 shares; 2025Q2: 31,446 shares; 2025Q3: 103,345 shares; 2025Q4: 1,116,681 shares 1,116,681 $49.6M 0.45% +1,013,336 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,320 shares; 2024Q4: 71,424 shares; 2025Q1: 73,256 shares; 2025Q2: 80,017 shares; 2025Q3: 78,625 shares; 2025Q4: 78,354 shares 78,354 $49.1M 0.45% -271 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 57,519 shares; 2025Q4: 801,325 shares 801,325 $46.4M 0.43% +743,806 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 419,049 shares; 2024Q4: 430,412 shares; 2025Q1: 443,129 shares; 2025Q2: 445,280 shares; 2025Q3: 447,550 shares; 2025Q4: 451,146 shares 451,146 $44.4M 0.41% +3,596 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 474,314 shares; 2024Q4: 467,521 shares; 2025Q1: 464,851 shares; 2025Q2: 456,596 shares; 2025Q3: 434,706 shares; 2025Q4: 427,611 shares 427,611 $41.1M 0.38% -7,095 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 355,122 shares; 2024Q4: 353,421 shares; 2025Q1: 338,943 shares; 2025Q2: 341,181 shares; 2025Q3: 338,801 shares; 2025Q4: 316,812 shares 316,812 $39.1M 0.36% -21,989 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,222 shares; 2024Q4: 72,450 shares; 2025Q1: 73,853 shares; 2025Q2: 73,913 shares; 2025Q3: 74,589 shares; 2025Q4: 74,553 shares 74,553 $39M 0.36% -36 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 107,469 shares; 2024Q4: 113,296 shares; 2025Q1: 116,966 shares; 2025Q2: 111,252 shares; 2025Q3: 111,423 shares; 2025Q4: 111,910 shares 111,910 $38.7M 0.36% +487 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 114,482 shares; 2024Q4: 113,506 shares; 2025Q1: 101,658 shares; 2025Q2: 124,432 shares; 2025Q3: 124,369 shares; 2025Q4: 123,271 shares 123,271 $37.5M 0.34% -1,098 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,034,411 shares; 2024Q4: 1,085,296 shares; 2025Q1: 1,137,401 shares; 2025Q2: 1,115,156 shares; 2025Q3: 1,145,373 shares; 2025Q4: 1,208,436 shares 1,208,436 $37.4M 0.34% +63,063 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 152,258 shares; 2024Q4: 152,807 shares; 2025Q1: 157,037 shares; 2025Q2: 160,499 shares; 2025Q3: 157,781 shares; 2025Q4: 161,144 shares 161,144 $34.2M 0.31% +3,363 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 128,567 shares; 2024Q4: 129,679 shares; 2025Q1: 134,574 shares; 2025Q2: 115,294 shares; 2025Q3: 96,483 shares; 2025Q4: 94,126 shares 94,126 $30.3M 0.28% -2,357 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 104,933 shares; 2024Q4: 104,295 shares; 2025Q1: 106,405 shares; 2025Q2: 104,448 shares; 2025Q3: 43,449 shares; 2025Q4: 41,426 shares 41,426 $28.2M 0.26% -2,023 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,803 shares; 2024Q4: 97,369 shares; 2025Q1: 98,696 shares; 2025Q2: 98,056 shares; 2025Q3: 98,122 shares; 2025Q4: 98,606 shares 98,606 $26.1M 0.24% +484 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 41,460 shares; 2025Q4: 539,767 shares 539,767 $25.3M 0.23% +498,307 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 304,204 shares; 2024Q4: 304,248 shares; 2025Q1: 319,652 shares; 2025Q2: 325,507 shares; 2025Q3: 340,569 shares; 2025Q4: 342,796 shares 342,796 $25.2M 0.23% +2,227 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,602 shares; 2024Q4: 57,751 shares; 2025Q1: 53,624 shares; 2025Q2: 51,935 shares; 2025Q3: 51,347 shares; 2025Q4: 53,617 shares 53,617 $24.1M 0.22% +2,270 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,437 shares; 2024Q4: 26,067 shares; 2025Q1: 26,137 shares; 2025Q2: 24,090 shares; 2025Q3: 20,249 shares; 2025Q4: 20,715 shares 20,715 $22.3M 0.2% +466 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 146,737 shares; 2024Q4: 142,068 shares; 2025Q1: 145,336 shares; 2025Q2: 141,857 shares; 2025Q3: 140,176 shares; 2025Q4: 139,665 shares 139,665 $21.5M 0.2% -511 Timeline GSY INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 423,548 shares; 2024Q4: 484,301 shares; 2025Q1: 432,832 shares; 2025Q2: 377,964 shares; 2025Q3: 438,921 shares; 2025Q4: 426,881 shares 426,881 $21.5M 0.2% -12,040 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 116,429 shares; 2024Q4: 117,281 shares; 2025Q1: 121,398 shares; 2025Q2: 115,906 shares; 2025Q3: 109,149 shares; 2025Q4: 108,456 shares 108,456 $21.2M 0.19% -693 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 164,772 shares; 2024Q4: 162,891 shares; 2025Q1: 175,824 shares; 2025Q2: 117,287 shares; 2025Q3: 118,372 shares; 2025Q4: 113,549 shares 113,549 $19.9M 0.18% -4,823 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,722 shares; 2024Q4: 99,509 shares; 2025Q1: 93,343 shares; 2025Q2: 84,672 shares; 2025Q3: 78,048 shares; 2025Q4: 82,583 shares 82,583 $18.9M 0.17% +4,535 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 289,572 shares; 2024Q4: 299,676 shares; 2025Q1: 287,877 shares; 2025Q2: 277,279 shares; 2025Q3: 258,820 shares; 2025Q4: 245,885 shares 245,885 $17.6M 0.16% -12,935 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,097 shares; 2024Q4: 87,954 shares; 2025Q1: 97,477 shares; 2025Q2: 88,995 shares; 2025Q3: 83,318 shares; 2025Q4: 83,050 shares 83,050 $17.2M 0.16% -268 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,668 shares; 2024Q4: 36,649 shares; 2025Q1: 37,143 shares; 2025Q2: 36,993 shares; 2025Q3: 37,233 shares; 2025Q4: 37,634 shares 37,634 $16.8M 0.15% +401 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,632 shares; 2024Q4: 28,073 shares; 2025Q1: 28,812 shares; 2025Q2: 28,788 shares; 2025Q3: 29,401 shares; 2025Q4: 28,594 shares 28,594 $16.3M 0.15% -807 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 114,607 shares; 2024Q4: 115,589 shares; 2025Q1: 115,327 shares; 2025Q2: 113,097 shares; 2025Q3: 109,460 shares; 2025Q4: 108,341 shares 108,341 $16.1M 0.15% -1,119 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,789 shares; 2024Q4: 43,456 shares; 2025Q1: 47,912 shares; 2025Q2: 47,112 shares; 2025Q3: 48,008 shares; 2025Q4: 45,977 shares 45,977 $16.1M 0.15% -2,031 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 313,849 shares; 2024Q4: 318,935 shares; 2025Q1: 312,372 shares; 2025Q2: 310,742 shares; 2025Q3: 305,078 shares; 2025Q4: 298,252 shares 298,252 $16.1M 0.15% -6,826 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,525 shares; 2024Q4: 5,340 shares; 2025Q1: 3,074 shares; 2025Q2: 3,050 shares; 2025Q3: 2,998 shares; 2025Q4: 2,916 shares 2,916 $15.6M 0.14% -82 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 139,003 shares; 2024Q4: 139,470 shares; 2025Q1: 135,053 shares; 2025Q2: 130,996 shares; 2025Q3: 131,162 shares; 2025Q4: 132,786 shares 132,786 $14.8M 0.14% +1,624 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,353 shares; 2024Q4: 42,365 shares; 2025Q1: 44,458 shares; 2025Q2: 37,095 shares; 2025Q3: 43,073 shares; 2025Q4: 41,271 shares 41,271 $14.2M 0.13% -1,802 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,468 shares; 2024Q4: 104,557 shares; 2025Q1: 110,100 shares; 2025Q2: 100,930 shares; 2025Q3: 109,017 shares; 2025Q4: 106,716 shares 106,716 $14.2M 0.13% -2,301 Timeline GVI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 161,362 shares; 2024Q4: 184,183 shares; 2025Q1: 170,536 shares; 2025Q2: 158,890 shares; 2025Q3: 146,316 shares; 2025Q4: 131,804 shares 131,804 $14.1M 0.13% -14,512 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 104,541 shares; 2024Q4: 110,532 shares; 2025Q1: 107,295 shares; 2025Q2: 93,367 shares; 2025Q3: 64,701 shares; 2025Q4: 60,669 shares 60,669 $13.9M 0.13% -4,032 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 146,878 shares; 2024Q4: 161,591 shares; 2025Q1: 136,147 shares; 2025Q2: 134,640 shares; 2025Q3: 125,225 shares; 2025Q4: 118,611 shares 118,611 $13.5M 0.12% -6,614 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110,543 shares; 2024Q4: 112,578 shares; 2025Q1: 119,183 shares; 2025Q2: 102,512 shares; 2025Q3: 95,569 shares; 2025Q4: 100,116 shares 100,116 $12M 0.11% +4,547 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 197,743 shares; 2024Q4: 192,060 shares; 2025Q1: 199,911 shares; 2025Q2: 186,128 shares; 2025Q3: 204,511 shares; 2025Q4: 199,458 shares 199,458 $11.6M 0.11% -5,053 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,639 shares; 2024Q4: 69,773 shares; 2025Q1: 62,941 shares; 2025Q2: 60,394 shares; 2025Q3: 60,394 shares; 2025Q4: 60,260 shares 60,260 $11.5M 0.11% -134 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,744 shares; 2024Q4: 74,104 shares; 2025Q1: 74,404 shares; 2025Q2: 62,859 shares; 2025Q3: 57,005 shares; 2025Q4: 57,462 shares 57,462 $11.2M 0.1% +457 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18 shares; 2024Q4: 18 shares; 2025Q1: 18 shares; 2025Q2: 18 shares; 2025Q3: 14 shares; 2025Q4: 14 shares 14 $10.6M 0.1% 0 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,738 shares; 2024Q4: 16,792 shares; 2025Q1: 18,319 shares; 2025Q2: 15,982 shares; 2025Q3: 12,541 shares; 2025Q4: 12,202 shares 12,202 $10.5M 0.1% -339 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,778 shares; 2024Q4: 60,995 shares; 2025Q1: 72,581 shares; 2025Q2: 72,272 shares; 2025Q3: 71,774 shares; 2025Q4: 72,368 shares 72,368 $10.1M 0.09% +594 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,645 shares; 2024Q4: 108,083 shares; 2025Q1: 106,348 shares; 2025Q2: 94,916 shares; 2025Q3: 74,056 shares; 2025Q4: 68,295 shares 68,295 $9.79M 0.09% -5,761 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 158,817 shares; 2024Q4: 159,945 shares; 2025Q1: 163,602 shares; 2025Q2: 140,835 shares; 2025Q3: 123,057 shares; 2025Q4: 121,322 shares 121,322 $9.35M 0.09% -1,735 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,312 shares; 2024Q4: 91,023 shares; 2025Q1: 89,432 shares; 2025Q2: 76,812 shares; 2025Q3: 66,673 shares; 2025Q4: 64,286 shares 64,286 $9.23M 0.08% -2,387 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 53,912 shares; 2025Q1: 55,108 shares; 2025Q2: 50,525 shares; 2025Q3: 51,597 shares; 2025Q4: 51,981 shares 51,981 $8.9M 0.08% +384 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,581 shares; 2024Q4: 10,735 shares; 2025Q1: 10,795 shares; 2025Q2: 10,249 shares; 2025Q3: 10,192 shares; 2025Q4: 10,074 shares 10,074 $8.86M 0.08% -118 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,305 shares; 2024Q4: 17,741 shares; 2025Q1: 16,411 shares; 2025Q2: 15,634 shares; 2025Q3: 14,916 shares; 2025Q4: 15,286 shares 15,286 $8.76M 0.08% +370 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,276 shares; 2024Q4: 31,775 shares; 2025Q1: 33,268 shares; 2025Q2: 30,080 shares; 2025Q3: 29,937 shares; 2025Q4: 30,307 shares 30,307 $8.65M 0.08% +370 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 115,661 shares; 2024Q4: 116,022 shares; 2025Q1: 129,508 shares; 2025Q2: 118,839 shares; 2025Q3: 133,978 shares; 2025Q4: 128,557 shares 128,557 $8.19M 0.08% -5,421 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,618 shares; 2024Q4: 63,824 shares; 2025Q1: 63,870 shares; 2025Q2: 62,119 shares; 2025Q3: 24,919 shares; 2025Q4: 24,413 shares 24,413 $8.18M 0.08% -506 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,461 shares; 2024Q4: 103,434 shares; 2025Q1: 96,886 shares; 2025Q2: 77,266 shares; 2025Q3: 76,942 shares; 2025Q4: 77,358 shares 77,358 $8.14M 0.07% +416 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,938 shares; 2024Q4: 10,249 shares; 2025Q1: 9,501 shares; 2025Q2: 8,970 shares; 2025Q3: 8,827 shares; 2025Q4: 85,727 shares 85,727 $8.04M 0.07% +76,900 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,436 shares; 2024Q4: 95,843 shares; 2025Q1: 99,302 shares; 2025Q2: 87,958 shares; 2025Q3: 74,944 shares; 2025Q4: 63,337 shares 63,337 $7.94M 0.07% -11,607 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 149,184 shares; 2024Q4: 151,346 shares; 2025Q1: 156,145 shares; 2025Q2: 143,108 shares; 2025Q3: 144,176 shares; 2025Q4: 143,403 shares 143,403 $7.89M 0.07% -773 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 126,571 shares; 2024Q4: 130,706 shares; 2025Q1: 132,523 shares; 2025Q2: 114,613 shares; 2025Q3: 95,315 shares; 2025Q4: 94,945 shares 94,945 $7.62M 0.07% -370 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 513,839 shares; 2024Q4: 405,776 shares; 2025Q1: 405,179 shares; 2025Q2: 401,466 shares; 2025Q3: 400,428 shares; 2025Q4: 427,344 shares 427,344 $7.41M 0.07% +26,916 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,000 shares; 2024Q4: 85,691 shares; 2025Q1: 79,125 shares; 2025Q2: 77,042 shares; 2025Q3: 76,543 shares; 2025Q4: 76,401 shares 76,401 $7.4M 0.07% -142 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,809 shares; 2024Q4: 35,539 shares; 2025Q1: 36,039 shares; 2025Q2: 34,073 shares; 2025Q3: 33,230 shares; 2025Q4: 34,542 shares 34,542 $7.4M 0.07% +1,312 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,227 shares; 2024Q4: 56,879 shares; 2025Q1: 58,382 shares; 2025Q2: 56,890 shares; 2025Q3: 54,778 shares; 2025Q4: 53,568 shares 53,568 $7.24M 0.07% -1,210 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,486 shares; 2024Q4: 84,407 shares; 2025Q1: 87,344 shares; 2025Q2: 69,601 shares; 2025Q3: 41,173 shares; 2025Q4: 38,946 shares 38,946 $7.14M 0.07% -2,227 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,504 shares; 2024Q4: 40,904 shares; 2025Q1: 40,113 shares; 2025Q2: 29,157 shares; 2025Q3: 26,713 shares; 2025Q4: 26,808 shares 26,808 $6.89M 0.06% +95 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,362 shares; 2024Q4: 74,153 shares; 2025Q1: 75,982 shares; 2025Q2: 72,506 shares; 2025Q3: 71,377 shares; 2025Q4: 73,413 shares 73,413 $6.84M 0.06% +2,036 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,343 shares; 2024Q4: 57,127 shares; 2025Q1: 52,742 shares; 2025Q2: 51,651 shares; 2025Q3: 51,304 shares; 2025Q4: 50,933 shares 50,933 $6.7M 0.06% -371 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,406 shares; 2024Q4: 12,291 shares; 2025Q1: 12,383 shares; 2025Q2: 10,378 shares; 2025Q3: 10,995 shares; 2025Q4: 11,179 shares 11,179 $6.48M 0.06% +184 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,924 shares; 2024Q4: 21,343 shares; 2025Q1: 22,701 shares; 2025Q2: 20,983 shares; 2025Q3: 21,037 shares; 2025Q4: 20,987 shares 20,987 $6.46M 0.06% -50 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 175,479 shares; 2024Q4: 173,545 shares; 2025Q1: 176,297 shares; 2025Q2: 152,096 shares; 2025Q3: 96,708 shares; 2025Q4: 90,319 shares 90,319 $6.31M 0.06% -6,389 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,972 shares; 2024Q4: 79,539 shares; 2025Q1: 94,965 shares; 2025Q2: 79,114 shares; 2025Q3: 37,583 shares; 2025Q4: 35,249 shares 35,249 $6.27M 0.06% -2,334 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,436 shares; 2024Q4: 21,746 shares; 2025Q1: 21,416 shares; 2025Q2: 16,705 shares; 2025Q3: 16,234 shares; 2025Q4: 16,168 shares 16,168 $5.98M 0.05% -66 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,676 shares; 2024Q4: 7,719 shares; 2025Q1: 7,725 shares; 2025Q2: 7,044 shares; 2025Q3: 7,012 shares; 2025Q4: 7,257 shares 7,257 $5.95M 0.05% +245 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,981 shares; 2024Q4: 23,242 shares; 2025Q1: 22,558 shares; 2025Q2: 17,587 shares; 2025Q3: 18,175 shares; 2025Q4: 17,782 shares 17,782 $5.87M 0.05% -393 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,564 shares; 2024Q4: 33,471 shares; 2025Q1: 35,116 shares; 2025Q2: 37,609 shares; 2025Q3: 33,098 shares; 2025Q4: 36,417 shares 36,417 $5.84M 0.05% +3,319 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,499 shares; 2024Q4: 20,601 shares; 2025Q1: 21,290 shares; 2025Q2: 19,973 shares; 2025Q3: 19,213 shares; 2025Q4: 19,691 shares 19,691 $5.83M 0.05% +478 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,164 shares; 2024Q4: 16,861 shares; 2025Q1: 16,795 shares; 2025Q2: 13,465 shares; 2025Q3: 18,560 shares; 2025Q4: 18,176 shares 18,176 $5.79M 0.05% -384 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,587 shares; 2024Q4: 32,863 shares; 2025Q1: 34,475 shares; 2025Q2: 25,635 shares; 2025Q3: 20,507 shares; 2025Q4: 18,889 shares 18,889 $5.77M 0.05% -1,618 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,151 shares; 2024Q4: 9,223 shares; 2025Q1: 8,638 shares; 2025Q2: 8,524 shares; 2025Q3: 8,454 shares; 2025Q4: 8,618 shares 8,618 $5.71M 0.05% +164 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 297,265 shares; 2024Q4: 236,482 shares; 2025Q1: 252,749 shares; 2025Q2: 224,828 shares; 2025Q3: 228,326 shares; 2025Q4: 228,808 shares 228,808 $5.7M 0.05% +482 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,496 shares; 2024Q4: 36,286 shares; 2025Q1: 37,262 shares; 2025Q2: 32,102 shares; 2025Q3: 31,323 shares; 2025Q4: 31,693 shares 31,693 $5.42M 0.05% +370 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 115,944 shares; 2025Q1: 105,019 shares; 2025Q2: 74,966 shares; 2025Q3: 67,582 shares; 2025Q4: 50,241 shares 50,241 $5.36M 0.05% -17,341 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,043 shares; 2024Q4: 27,390 shares; 2025Q1: 26,458 shares; 2025Q2: 20,292 shares; 2025Q3: 11,494 shares; 2025Q4: 9,431 shares 9,431 $5.34M 0.05% -2,063 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,122 shares; 2024Q4: 24,268 shares; 2025Q1: 24,756 shares; 2025Q2: 22,161 shares; 2025Q3: 20,514 shares; 2025Q4: 19,640 shares 19,640 $5.27M 0.05% -874 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,517 shares; 2024Q4: 18,506 shares; 2025Q1: 16,635 shares; 2025Q2: 16,265 shares; 2025Q3: 16,265 shares; 2025Q4: 16,693 shares 16,693 $5.21M 0.05% +428 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,558 shares; 2024Q4: 54,309 shares; 2025Q1: 57,657 shares; 2025Q2: 53,243 shares; 2025Q3: 51,547 shares; 2025Q4: 51,172 shares 51,172 $5.11M 0.05% -375 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,737 shares; 2024Q4: 17,594 shares; 2025Q1: 17,415 shares; 2025Q2: 16,372 shares; 2025Q3: 14,951 shares; 2025Q4: 15,082 shares 15,082 $4.94M 0.05% +131 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,875 shares; 2024Q4: 32,885 shares; 2025Q1: 31,235 shares; 2025Q2: 28,715 shares; 2025Q3: 27,871 shares; 2025Q4: 27,563 shares 27,563 $4.89M 0.04% -308 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,285 shares; 2024Q4: 60,910 shares; 2025Q1: 63,467 shares; 2025Q2: 40,946 shares; 2025Q3: 34,916 shares; 2025Q4: 31,755 shares 31,755 $4.84M 0.04% -3,161 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,151 shares; 2024Q4: 3,794 shares; 2025Q1: 3,932 shares; 2025Q2: 3,576 shares; 2025Q3: 3,671 shares; 2025Q4: 3,918 shares 3,918 $4.76M 0.04% +247 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,006 shares; 2024Q4: 5,362 shares; 2025Q1: 17,142 shares; 2025Q2: 16,749 shares; 2025Q3: 16,628 shares; 2025Q4: 16,736 shares 16,736 $4.57M 0.04% +108 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 47,063 shares; 2025Q1: 48,662 shares; 2025Q2: 43,466 shares; 2025Q3: 42,933 shares; 2025Q4: 40,823 shares 40,823 $4.37M 0.04% -2,110 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 408,837 shares; 2024Q4: 404,491 shares; 2025Q1: 383,223 shares; 2025Q2: 286,400 shares; 2025Q3: 109,757 shares; 2025Q4: 58,947 shares 58,947 $4.34M 0.04% -50,810 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,049 shares; 2024Q4: 32,294 shares; 2025Q1: 33,071 shares; 2025Q2: 32,146 shares; 2025Q3: 28,382 shares; 2025Q4: 24,891 shares 24,891 $4.32M 0.04% -3,491 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,490 shares; 2024Q4: 36,130 shares; 2025Q1: 31,005 shares; 2025Q2: 30,630 shares; 2025Q3: 29,586 shares; 2025Q4: 29,014 shares 29,014 $4.1M 0.04% -572 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,745 shares; 2024Q4: 42,382 shares; 2025Q1: 42,888 shares; 2025Q2: 40,144 shares; 2025Q3: 37,274 shares; 2025Q4: 35,823 shares 35,823 $4.08M 0.04% -1,451 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,376 shares; 2024Q4: 7,507 shares; 2025Q1: 7,247 shares; 2025Q2: 7,028 shares; 2025Q3: 8,635 shares; 2025Q4: 8,381 shares 8,381 $4.05M 0.04% -254 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,209 shares; 2024Q4: 7,025 shares; 2025Q1: 6,836 shares; 2025Q2: 6,836 shares; 2025Q3: 6,836 shares; 2025Q4: 8,235 shares 8,235 $4.02M 0.04% +1,399 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,485 shares; 2024Q4: 10,688 shares; 2025Q1: 10,917 shares; 2025Q2: 16,345 shares; 2025Q3: 16,316 shares; 2025Q4: 16,526 shares 16,526 $4M 0.04% +210 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,733 shares; 2024Q4: 44,474 shares; 2025Q1: 36,194 shares; 2025Q2: 36,169 shares; 2025Q3: 34,968 shares; 2025Q4: 34,535 shares 34,535 $3.93M 0.04% -433 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,879 shares; 2024Q4: 25,215 shares; 2025Q1: 25,179 shares; 2025Q2: 16,833 shares; 2025Q3: 16,054 shares; 2025Q4: 16,014 shares 16,014 $3.86M 0.04% -40 Timeline DTH WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,225 shares; 2024Q4: 81,537 shares; 2025Q1: 80,630 shares; 2025Q2: 80,201 shares; 2025Q3: 72,777 shares; 2025Q4: 74,265 shares 74,265 $3.83M 0.04% +1,488 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,121 shares; 2024Q4: 8,356 shares; 2025Q1: 7,549 shares; 2025Q2: 7,649 shares; 2025Q3: 7,645 shares; 2025Q4: 7,874 shares 7,874 $3.73M 0.03% +229 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,246 shares; 2024Q4: 29,978 shares; 2025Q1: 31,868 shares; 2025Q2: 30,611 shares; 2025Q3: 18,428 shares; 2025Q4: 15,105 shares 15,105 $3.72M 0.03% -3,323 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,168 shares; 2024Q4: 36,241 shares; 2025Q1: 36,946 shares; 2025Q2: 28,437 shares; 2025Q3: 16,416 shares; 2025Q4: 14,424 shares 14,424 $3.71M 0.03% -1,992 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,007 shares; 2024Q4: 10,941 shares; 2025Q1: 10,726 shares; 2025Q2: 9,709 shares; 2025Q3: 9,346 shares; 2025Q4: 8,358 shares 8,358 $3.56M 0.03% -988 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,923 shares; 2024Q4: 17,992 shares; 2025Q1: 12,078 shares; 2025Q2: 11,726 shares; 2025Q3: 11,512 shares; 2025Q4: 10,982 shares 10,982 $3.56M 0.03% -530 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 144,068 shares; 2024Q4: 149,467 shares; 2025Q1: 158,237 shares; 2025Q2: 142,418 shares; 2025Q3: 148,389 shares; 2025Q4: 142,806 shares 142,806 $3.55M 0.03% -5,583 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,223 shares; 2024Q4: 13,633 shares; 2025Q1: 14,820 shares; 2025Q2: 13,220 shares; 2025Q3: 13,173 shares; 2025Q4: 13,450 shares 13,450 $3.53M 0.03% +277 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,420 shares; 2024Q4: 6,420 shares; 2025Q1: 6,362 shares; 2025Q2: 6,249 shares; 2025Q3: 5,744 shares; 2025Q4: 5,744 shares 5,744 $3.47M 0.03% 0 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,422 shares; 2024Q4: 5,405 shares; 2025Q1: 5,381 shares; 2025Q2: 5,019 shares; 2025Q3: 8,686 shares; 2025Q4: 8,746 shares 8,746 $3.4M 0.03% +60 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,637 shares; 2024Q4: 5,977 shares; 2025Q1: 6,349 shares; 2025Q2: 5,345 shares; 2025Q3: 5,088 shares; 2025Q4: 5,082 shares 5,082 $3.32M 0.03% -6 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,323 shares; 2024Q4: 9,345 shares; 2025Q1: 9,395 shares; 2025Q2: 9,287 shares; 2025Q3: 9,262 shares; 2025Q4: 9,264 shares 9,264 $3.31M 0.03% +2 Timeline SMFG SUMITOMO MITSUI FIN GRP INC More: the full row for SUMITOMO MITSUI FIN GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 295,457 shares; 2024Q4: 295,531 shares; 2025Q1: 170,448 shares; 2025Q2: 170,092 shares; 2025Q3: 170,091 shares; 2025Q4: 169,678 shares 169,678 $3.28M 0.03% -413 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,172 shares; 2024Q4: 75,016 shares; 2025Q1: 82,760 shares; 2025Q2: 79,962 shares; 2025Q3: 44,167 shares; 2025Q4: 33,872 shares 33,872 $3.26M 0.03% -10,295 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,328 shares; 2024Q4: 29,140 shares; 2025Q1: 29,085 shares; 2025Q2: 28,009 shares; 2025Q3: 27,643 shares; 2025Q4: 27,786 shares 27,786 $3.23M 0.03% +143 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,518 shares; 2024Q4: 39,704 shares; 2025Q1: 40,829 shares; 2025Q2: 78,984 shares; 2025Q3: 79,287 shares; 2025Q4: 80,324 shares 80,324 $3.22M 0.03% +1,037 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 61,200 shares; 2025Q1: 62,618 shares; 2025Q2: 49,962 shares; 2025Q3: 26,930 shares; 2025Q4: 24,404 shares 24,404 $3.2M 0.03% -2,526 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,174 shares; 2024Q4: 12,242 shares; 2025Q1: 12,384 shares; 2025Q2: 11,829 shares; 2025Q3: 11,776 shares; 2025Q4: 11,746 shares 11,746 $3.19M 0.03% -30 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,637 shares; 2024Q4: 8,010 shares; 2025Q1: 10,333 shares; 2025Q2: 10,194 shares; 2025Q3: 13,290 shares; 2025Q4: 14,391 shares 14,391 $3.12M 0.03% +1,101 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,068 shares; 2024Q4: 8,110 shares; 2025Q1: 8,004 shares; 2025Q2: 5,919 shares; 2025Q3: 5,913 shares; 2025Q4: 6,108 shares 6,108 $3.12M 0.03% +195 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,714 shares; 2024Q4: 6,692 shares; 2025Q1: 6,673 shares; 2025Q2: 6,021 shares; 2025Q3: 5,950 shares; 2025Q4: 6,000 shares 6,000 $3.07M 0.03% +50 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,436 shares; 2024Q4: 15,027 shares; 2025Q1: 14,716 shares; 2025Q2: 13,571 shares; 2025Q3: 13,114 shares; 2025Q4: 13,922 shares 13,922 $3.06M 0.03% +808 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,565 shares; 2024Q4: 32,967 shares; 2025Q1: 30,545 shares; 2025Q2: 29,669 shares; 2025Q3: 34,128 shares; 2025Q4: 38,029 shares 38,029 $3.01M 0.03% +3,901 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,197 shares; 2024Q4: 26,548 shares; 2025Q1: 28,827 shares; 2025Q2: 23,109 shares; 2025Q3: 23,280 shares; 2025Q4: 24,424 shares 24,424 $3M 0.03% +1,144 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,955 shares; 2025Q1: 7,644 shares; 2025Q2: 5,934 shares; 2025Q3: 3,358 shares; 2025Q4: 2,784 shares 2,784 $2.98M 0.03% -574 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,700 shares; 2024Q4: 3,861 shares; 2025Q1: 4,156 shares; 2025Q2: 4,079 shares; 2025Q3: 3,995 shares; 2025Q4: 19,421 shares 19,421 $2.98M 0.03% +15,426 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,352 shares; 2024Q4: 22,399 shares; 2025Q1: 22,652 shares; 2025Q2: 21,277 shares; 2025Q3: 21,187 shares; 2025Q4: 21,414 shares 21,414 $2.95M 0.03% +227 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,774 shares; 2024Q4: 20,562 shares; 2025Q1: 20,729 shares; 2025Q2: 13,604 shares; 2025Q3: 13,131 shares; 2025Q4: 12,617 shares 12,617 $2.92M 0.03% -514 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,314 shares; 2024Q4: 10,497 shares; 2025Q1: 10,679 shares; 2025Q2: 9,968 shares; 2025Q3: 9,999 shares; 2025Q4: 10,036 shares 10,036 $2.91M 0.03% +37 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,035 shares; 2024Q4: 88,233 shares; 2025Q1: 85,373 shares; 2025Q2: 78,994 shares; 2025Q3: 81,598 shares; 2025Q4: 71,344 shares 71,344 $2.91M 0.03% -10,254 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,320 shares; 2024Q4: 64,913 shares; 2025Q1: 65,702 shares; 2025Q2: 61,795 shares; 2025Q3: 61,133 shares; 2025Q4: 60,891 shares 60,891 $2.85M 0.03% -242 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,406 shares; 2024Q4: 10,203 shares; 2025Q1: 10,188 shares; 2025Q2: 9,851 shares; 2025Q3: 9,835 shares; 2025Q4: 9,880 shares 9,880 $2.84M 0.03% +45 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,194 shares; 2024Q4: 34,516 shares; 2025Q1: 33,843 shares; 2025Q2: 44,952 shares; 2025Q3: 44,743 shares; 2025Q4: 44,541 shares 44,541 $2.78M 0.03% -202 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,516 shares; 2024Q4: 32,445 shares; 2025Q1: 32,889 shares; 2025Q2: 32,226 shares; 2025Q3: 32,628 shares; 2025Q4: 32,547 shares 32,547 $2.77M 0.03% -81 Timeline VNT VONTIER CORPORATION More: the full row for VONTIER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,365 shares; 2024Q4: 78,924 shares; 2025Q1: 78,303 shares; 2025Q2: 79,692 shares; 2025Q3: 78,079 shares; 2025Q4: 73,786 shares 73,786 $2.74M 0.03% -4,293 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,617 shares; 2024Q4: 35,822 shares; 2025Q1: 36,096 shares; 2025Q2: 28,085 shares; 2025Q3: 16,550 shares; 2025Q4: 20,615 shares 20,615 $2.74M 0.03% +4,065 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,918 shares; 2024Q4: 2,931 shares; 2025Q1: 3,033 shares; 2025Q2: 2,958 shares; 2025Q3: 2,947 shares; 2025Q4: 3,111 shares 3,111 $2.73M 0.03% +164 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,821 shares; 2024Q4: 16,862 shares; 2025Q1: 16,644 shares; 2025Q2: 15,228 shares; 2025Q3: 13,745 shares; 2025Q4: 13,675 shares 13,675 $2.72M 0.02% -70 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,330 shares; 2024Q4: 27,467 shares; 2025Q1: 23,498 shares; 2025Q2: 22,997 shares; 2025Q3: 22,593 shares; 2025Q4: 22,555 shares 22,555 $2.7M 0.02% -38 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,809 shares; 2024Q4: 9,823 shares; 2025Q1: 9,870 shares; 2025Q2: 9,460 shares; 2025Q3: 10,175 shares; 2025Q4: 12,061 shares 12,061 $2.7M 0.02% +1,886 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,058 shares; 2024Q4: 12,138 shares; 2025Q1: 12,485 shares; 2025Q2: 11,351 shares; 2025Q3: 10,965 shares; 2025Q4: 11,800 shares 11,800 $2.69M 0.02% +835 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,948 shares; 2024Q4: 82,591 shares; 2025Q1: 76,335 shares; 2025Q2: 72,539 shares; 2025Q3: 72,185 shares; 2025Q4: 73,874 shares 73,874 $2.68M 0.02% +1,689 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,495 shares; 2024Q4: 20,760 shares; 2025Q1: 21,331 shares; 2025Q2: 16,798 shares; 2025Q3: 8,638 shares; 2025Q4: 5,713 shares 5,713 $2.66M 0.02% -2,925 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,393 shares; 2024Q4: 31,800 shares; 2025Q1: 34,367 shares; 2025Q2: 34,696 shares; 2025Q3: 33,694 shares; 2025Q4: 32,873 shares 32,873 $2.59M 0.02% -821 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,732 shares; 2024Q4: 2,696 shares; 2025Q1: 2,364 shares; 2025Q2: 2,347 shares; 2025Q3: 2,335 shares; 2025Q4: 2,393 shares 2,393 $2.56M 0.02% +58 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,839 shares; 2024Q4: 1,868 shares; 2025Q1: 1,911 shares; 2025Q2: 26,121 shares; 2025Q3: 26,139 shares; 2025Q4: 27,902 shares 27,902 $2.54M 0.02% +1,763 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,639 shares; 2024Q4: 23,013 shares; 2025Q1: 23,711 shares; 2025Q2: 25,901 shares; 2025Q3: 24,969 shares; 2025Q4: 25,036 shares 25,036 $2.5M 0.02% +67 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,506 shares; 2024Q4: 81,589 shares; 2025Q1: 83,051 shares; 2025Q2: 55,791 shares; 2025Q3: 60,916 shares; 2025Q4: 66,999 shares 66,999 $2.47M 0.02% +6,083 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,661 shares; 2024Q4: 16,118 shares; 2025Q1: 16,517 shares; 2025Q2: 15,330 shares; 2025Q3: 14,831 shares; 2025Q4: 15,133 shares 15,133 $2.45M 0.02% +302 Timeline SSNC SS&C TECH HLDGS More: the full row for SS&C TECH HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,341 shares; 2024Q4: 31,233 shares; 2025Q1: 29,875 shares; 2025Q2: 29,355 shares; 2025Q3: 28,782 shares; 2025Q4: 27,865 shares 27,865 $2.44M 0.02% -917 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,925 shares; 2024Q4: 18,726 shares; 2025Q1: 19,184 shares; 2025Q2: 18,955 shares; 2025Q3: 21,564 shares; 2025Q4: 20,728 shares 20,728 $2.43M 0.02% -836 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,302 shares; 2024Q4: 26,593 shares; 2025Q1: 28,258 shares; 2025Q2: 26,770 shares; 2025Q3: 26,595 shares; 2025Q4: 25,438 shares 25,438 $2.43M 0.02% -1,157 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,683 shares; 2024Q4: 14,292 shares; 2025Q1: 14,290 shares; 2025Q2: 12,409 shares; 2025Q3: 10,184 shares; 2025Q4: 9,720 shares 9,720 $2.39M 0.02% -464 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,894 shares; 2024Q4: 27,104 shares; 2025Q1: 27,608 shares; 2025Q2: 25,560 shares; 2025Q3: 25,262 shares; 2025Q4: 25,769 shares 25,769 $2.37M 0.02% +507 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,005 shares; 2024Q4: 51,139 shares; 2025Q1: 43,844 shares; 2025Q2: 44,710 shares; 2025Q3: 43,286 shares; 2025Q4: 43,252 shares 43,252 $2.33M 0.02% -34 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,852 shares; 2024Q4: 5,917 shares; 2025Q1: 6,152 shares; 2025Q2: 6,103 shares; 2025Q3: 6,007 shares; 2025Q4: 5,909 shares 5,909 $2.3M 0.02% -98 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 801 shares; 2024Q4: 810 shares; 2025Q1: 668 shares; 2025Q2: 624 shares; 2025Q3: 650 shares; 2025Q4: 678 shares 678 $2.3M 0.02% +28 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,911 shares; 2024Q4: 6,465 shares; 2025Q1: 13,339 shares; 2025Q2: 13,191 shares; 2025Q3: 13,325 shares; 2025Q4: 14,835 shares 14,835 $2.29M 0.02% +1,510 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,921 shares; 2024Q4: 24,148 shares; 2025Q1: 26,576 shares; 2025Q2: 21,165 shares; 2025Q3: 19,305 shares; 2025Q4: 19,383 shares 19,383 $2.26M 0.02% +78 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,471 shares; 2024Q4: 48,549 shares; 2025Q1: 48,717 shares; 2025Q2: 48,682 shares; 2025Q3: 48,901 shares; 2025Q4: 48,731 shares 48,731 $2.26M 0.02% -170 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,827 shares; 2024Q4: 16,291 shares; 2025Q1: 16,695 shares; 2025Q2: 14,341 shares; 2025Q3: 14,060 shares; 2025Q4: 14,089 shares 14,089 $2.26M 0.02% +29 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,464 shares; 2024Q4: 19,399 shares; 2025Q1: 21,161 shares; 2025Q2: 17,413 shares; 2025Q3: 17,150 shares; 2025Q4: 17,624 shares 17,624 $2.25M 0.02% +474 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,880 shares; 2024Q4: 27,844 shares; 2025Q1: 21,472 shares; 2025Q2: 18,507 shares; 2025Q3: 18,818 shares; 2025Q4: 27,828 shares 27,828 $2.25M 0.02% +9,010 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 843 shares; 2025Q1: 875 shares; 2025Q2: 1,557 shares; 2025Q3: 1,743 shares; 2025Q4: 3,326 shares 3,326 $2.24M 0.02% +1,583 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,509 shares; 2024Q4: 14,671 shares; 2025Q1: 14,243 shares; 2025Q2: 13,597 shares; 2025Q3: 13,562 shares; 2025Q4: 13,926 shares 13,926 $2.24M 0.02% +364 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,032 shares; 2024Q4: 10,060 shares; 2025Q1: 10,003 shares; 2025Q2: 9,832 shares; 2025Q3: 9,796 shares; 2025Q4: 9,901 shares 9,901 $2.21M 0.02% +105 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,127 shares; 2024Q4: 7,504 shares; 2025Q1: 8,217 shares; 2025Q2: 5,847 shares; 2025Q3: 6,029 shares; 2025Q4: 6,214 shares 6,214 $2.2M 0.02% +185 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,397 shares; 2024Q4: 16,781 shares; 2025Q1: 16,432 shares; 2025Q2: 17,057 shares; 2025Q3: 17,062 shares; 2025Q4: 17,003 shares 17,003 $2.19M 0.02% -59 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,849 shares; 2024Q4: 11,317 shares; 2025Q1: 11,007 shares; 2025Q2: 10,380 shares; 2025Q3: 9,503 shares; 2025Q4: 11,401 shares 11,401 $2.18M 0.02% +1,898 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,033 shares; 2024Q4: 10,237 shares; 2025Q1: 11,507 shares; 2025Q2: 12,003 shares; 2025Q3: 11,905 shares; 2025Q4: 11,941 shares 11,941 $2.17M 0.02% +36 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,653 shares; 2024Q4: 12,411 shares; 2025Q1: 12,540 shares; 2025Q2: 10,106 shares; 2025Q3: 10,038 shares; 2025Q4: 10,391 shares 10,391 $2.17M 0.02% +353 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,851 shares; 2024Q4: 4,897 shares; 2025Q1: 4,882 shares; 2025Q2: 5,945 shares; 2025Q3: 5,939 shares; 2025Q4: 5,835 shares 5,835 $2.15M 0.02% -104 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,415 shares; 2024Q4: 5,494 shares; 2025Q1: 5,766 shares; 2025Q2: 5,037 shares; 2025Q3: 4,703 shares; 2025Q4: 4,742 shares 4,742 $2.15M 0.02% +39 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,994 shares; 2024Q4: 9,003 shares; 2025Q1: 9,430 shares; 2025Q2: 9,076 shares; 2025Q3: 8,959 shares; 2025Q4: 7,790 shares 7,790 $2.14M 0.02% -1,169 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,606 shares; 2025Q1: 10,077 shares; 2025Q2: 9,921 shares; 2025Q3: 9,265 shares; 2025Q4: 9,360 shares 9,360 $2.13M 0.02% +95 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,479 shares; 2024Q4: 1,513 shares; 2025Q1: 1,605 shares; 2025Q2: 1,563 shares; 2025Q3: 1,522 shares; 2025Q4: 1,601 shares 1,601 $2.13M 0.02% +79 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,220 shares; 2024Q4: 35,220 shares; 2025Q1: 35,220 shares; 2025Q2: 35,220 shares; 2025Q3: 35,220 shares; 2025Q4: 35,220 shares 35,220 $2.09M 0.02% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,146 shares; 2024Q4: 28,704 shares; 2025Q1: 29,851 shares; 2025Q2: 23,123 shares; 2025Q3: 24,134 shares; 2025Q4: 23,795 shares 23,795 $2.07M 0.02% -339 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,646 shares; 2024Q4: 29,087 shares; 2025Q1: 29,123 shares; 2025Q2: 26,140 shares; 2025Q3: 26,227 shares; 2025Q4: 25,425 shares 25,425 $2.07M 0.02% -802 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,856 shares; 2024Q4: 32,245 shares; 2025Q1: 32,545 shares; 2025Q2: 28,829 shares; 2025Q3: 25,747 shares; 2025Q4: 24,384 shares 24,384 $2.05M 0.02% -1,363 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,396 shares; 2024Q4: 28,066 shares; 2025Q1: 29,773 shares; 2025Q2: 22,707 shares; 2025Q3: 13,107 shares; 2025Q4: 10,957 shares 10,957 $2.02M 0.02% -2,150 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,343 shares; 2024Q4: 27,678 shares; 2025Q1: 28,738 shares; 2025Q2: 23,879 shares; 2025Q3: 21,990 shares; 2025Q4: 21,286 shares 21,286 $1.99M 0.02% -704 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,601 shares; 2024Q4: 17,793 shares; 2025Q1: 17,624 shares; 2025Q2: 13,314 shares; 2025Q3: 13,696 shares; 2025Q4: 14,424 shares 14,424 $1.99M 0.02% +728 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,992 shares; 2024Q4: 96,128 shares; 2025Q1: 74,511 shares; 2025Q2: 74,096 shares; 2025Q3: 74,025 shares; 2025Q4: 77,565 shares 77,565 $1.99M 0.02% +3,540 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,079 shares; 2024Q4: 17,107 shares; 2025Q1: 22,752 shares; 2025Q2: 24,614 shares; 2025Q3: 24,474 shares; 2025Q4: 24,121 shares 24,121 $1.97M 0.02% -353 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,710 shares; 2024Q4: 31,216 shares; 2025Q1: 31,649 shares; 2025Q2: 30,002 shares; 2025Q3: 30,319 shares; 2025Q4: 31,282 shares 31,282 $1.95M 0.02% +963 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 111,095 shares; 2024Q4: 92,050 shares; 2025Q1: 84,311 shares; 2025Q2: 72,655 shares; 2025Q3: 63,840 shares; 2025Q4: 65,106 shares 65,106 $1.95M 0.02% +1,266 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,725 shares; 2024Q4: 5,771 shares; 2025Q1: 4,610 shares; 2025Q2: 4,324 shares; 2025Q3: 4,263 shares; 2025Q4: 4,166 shares 4,166 $1.94M 0.02% -97 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,230 shares; 2024Q4: 22,485 shares; 2025Q1: 23,428 shares; 2025Q2: 23,267 shares; 2025Q3: 22,685 shares; 2025Q4: 22,732 shares 22,732 $1.94M 0.02% +47 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,424 shares; 2024Q4: 9,806 shares; 2025Q1: 10,477 shares; 2025Q2: 9,043 shares; 2025Q3: 9,127 shares; 2025Q4: 9,522 shares 9,522 $1.93M 0.02% +395 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,920 shares; 2024Q4: 78,960 shares; 2025Q1: 80,553 shares; 2025Q2: 80,739 shares; 2025Q3: 82,078 shares; 2025Q4: 82,888 shares 82,888 $1.93M 0.02% +810 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,099 shares; 2024Q4: 13,699 shares; 2025Q1: 15,397 shares; 2025Q2: 13,047 shares; 2025Q3: 13,174 shares; 2025Q4: 39,138 shares 39,138 $1.93M 0.02% +25,964 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,946 shares; 2024Q4: 32,836 shares; 2025Q1: 33,030 shares; 2025Q2: 34,724 shares; 2025Q3: 35,030 shares; 2025Q4: 36,006 shares 36,006 $1.92M 0.02% +976 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 152,105 shares; 2024Q4: 153,470 shares; 2025Q1: 114,605 shares; 2025Q2: 114,185 shares; 2025Q3: 114,607 shares; 2025Q4: 120,967 shares 120,967 $1.92M 0.02% +6,360 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,192 shares; 2024Q4: 39,944 shares; 2025Q1: 42,735 shares; 2025Q2: 33,358 shares; 2025Q3: 34,885 shares; 2025Q4: 33,197 shares 33,197 $1.91M 0.02% -1,688 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,339 shares; 2024Q4: 7,699 shares; 2025Q1: 7,597 shares; 2025Q2: 6,874 shares; 2025Q3: 6,581 shares; 2025Q4: 6,584 shares 6,584 $1.9M 0.02% +3 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,409 shares; 2024Q4: 5,409 shares; 2025Q1: 6,294 shares; 2025Q2: 5,636 shares; 2025Q3: 5,242 shares; 2025Q4: 5,638 shares 5,638 $1.9M 0.02% +396 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,457 shares; 2024Q4: 22,172 shares; 2025Q1: 22,609 shares; 2025Q2: 22,799 shares; 2025Q3: 22,560 shares; 2025Q4: 21,706 shares 21,706 $1.89M 0.02% -854 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,624 shares; 2024Q4: 10,169 shares; 2025Q1: 10,519 shares; 2025Q2: 10,457 shares; 2025Q3: 9,531 shares; 2025Q4: 9,058 shares 9,058 $1.89M 0.02% -473 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,218 shares; 2024Q4: 6,197 shares; 2025Q1: 6,480 shares; 2025Q2: 6,970 shares; 2025Q3: 6,888 shares; 2025Q4: 6,818 shares 6,818 $1.88M 0.02% -70 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,191 shares; 2024Q4: 5,357 shares; 2025Q1: 5,469 shares; 2025Q2: 5,179 shares; 2025Q3: 5,118 shares; 2025Q4: 5,507 shares 5,507 $1.86M 0.02% +389 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,504 shares; 2024Q4: 8,504 shares; 2025Q1: 11,164 shares; 2025Q2: 8,629 shares; 2025Q3: 7,138 shares; 2025Q4: 12,756 shares 12,756 $1.84M 0.02% +5,618 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,295 shares; 2024Q4: 60,219 shares; 2025Q1: 45,943 shares; 2025Q2: 45,198 shares; 2025Q3: 40,059 shares; 2025Q4: 39,157 shares 39,157 $1.83M 0.02% -902 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,079 shares; 2024Q4: 9,420 shares; 2025Q1: 10,248 shares; 2025Q2: 9,721 shares; 2025Q3: 9,644 shares; 2025Q4: 9,805 shares 9,805 $1.82M 0.02% +161 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,711 shares; 2024Q4: 60,655 shares; 2025Q1: 62,982 shares; 2025Q2: 60,612 shares; 2025Q3: 64,027 shares; 2025Q4: 66,008 shares 66,008 $1.81M 0.02% +1,981 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,990 shares; 2024Q4: 17,264 shares; 2025Q1: 17,549 shares; 2025Q2: 15,928 shares; 2025Q3: 16,525 shares; 2025Q4: 16,426 shares 16,426 $1.81M 0.02% -99 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,985 shares; 2024Q4: 16,985 shares; 2025Q1: 16,985 shares; 2025Q2: 16,985 shares; 2025Q3: 16,985 shares; 2025Q4: 16,985 shares 16,985 $1.78M 0.02% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,403 shares; 2024Q4: 1,424 shares; 2025Q1: 1,410 shares; 2025Q2: 1,396 shares; 2025Q3: 1,751 shares; 2025Q4: 1,767 shares 1,767 $1.78M 0.02% +16 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,437 shares; 2024Q4: 3,322 shares; 2025Q1: 3,310 shares; 2025Q2: 3,009 shares; 2025Q3: 3,103 shares; 2025Q4: 3,115 shares 3,115 $1.78M 0.02% +12 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,804 shares; 2024Q4: 35,652 shares; 2025Q1: 35,429 shares; 2025Q2: 34,675 shares; 2025Q3: 34,031 shares; 2025Q4: 34,504 shares 34,504 $1.76M 0.02% +473 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,053 shares; 2024Q4: 5,891 shares; 2025Q1: 6,866 shares; 2025Q2: 5,960 shares; 2025Q3: 5,251 shares; 2025Q4: 5,007 shares 5,007 $1.76M 0.02% -244 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,247 shares; 2024Q4: 10,213 shares; 2025Q1: 10,716 shares; 2025Q2: 9,506 shares; 2025Q3: 8,835 shares; 2025Q4: 9,413 shares 9,413 $1.75M 0.02% +578 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,436 shares; 2024Q4: 5,757 shares; 2025Q1: 5,111 shares; 2025Q2: 4,816 shares; 2025Q3: 4,486 shares; 2025Q4: 4,516 shares 4,516 $1.73M 0.02% +30 Timeline RDY DR REDDYS LABS LTD More: the full row for DR REDDYS LABS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,498 shares; 2024Q4: 117,611 shares; 2025Q1: 117,441 shares; 2025Q2: 118,469 shares; 2025Q3: 118,415 shares; 2025Q4: 122,184 shares 122,184 $1.72M 0.02% +3,769 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,012 shares; 2024Q4: 5,763 shares; 2025Q1: 5,802 shares; 2025Q2: 5,531 shares; 2025Q3: 5,592 shares; 2025Q4: 5,467 shares 5,467 $1.71M 0.02% -125 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,596 shares; 2024Q4: 3,446 shares; 2025Q1: 3,468 shares; 2025Q2: 3,323 shares; 2025Q3: 3,118 shares; 2025Q4: 2,963 shares 2,963 $1.7M 0.02% -155 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,934 shares; 2024Q4: 2,967 shares; 2025Q1: 3,463 shares; 2025Q2: 3,594 shares; 2025Q3: 3,455 shares; 2025Q4: 3,620 shares 3,620 $1.7M 0.02% +165 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,786 shares; 2024Q4: 13,963 shares; 2025Q1: 14,011 shares; 2025Q2: 13,719 shares; 2025Q3: 12,557 shares; 2025Q4: 12,350 shares 12,350 $1.69M 0.02% -207 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,449 shares; 2024Q4: 11,663 shares; 2025Q1: 12,060 shares; 2025Q2: 15,161 shares; 2025Q3: 14,958 shares; 2025Q4: 17,148 shares 17,148 $1.67M 0.02% +2,190 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,736 shares; 2024Q4: 9,939 shares; 2025Q1: 9,904 shares; 2025Q2: 9,078 shares; 2025Q3: 9,021 shares; 2025Q4: 8,880 shares 8,880 $1.64M 0.02% -141 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,215 shares; 2024Q4: 10,814 shares; 2025Q1: 11,196 shares; 2025Q2: 9,827 shares; 2025Q3: 10,048 shares; 2025Q4: 9,951 shares 9,951 $1.62M 0.01% -97 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,741 shares; 2024Q4: 5,805 shares; 2025Q1: 5,987 shares; 2025Q2: 5,815 shares; 2025Q3: 5,756 shares; 2025Q4: 6,238 shares 6,238 $1.61M 0.01% +482 Timeline IVOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,967 shares; 2024Q4: 13,562 shares; 2025Q1: 14,084 shares; 2025Q2: 15,134 shares; 2025Q3: 14,707 shares; 2025Q4: 14,336 shares 14,336 $1.6M 0.01% -371 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,859 shares; 2024Q4: 4,544 shares; 2025Q1: 4,657 shares; 2025Q2: 4,686 shares; 2025Q3: 4,641 shares; 2025Q4: 5,070 shares 5,070 $1.57M 0.01% +429 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,604 shares; 2024Q4: 24,691 shares; 2025Q1: 24,933 shares; 2025Q2: 24,052 shares; 2025Q3: 23,847 shares; 2025Q4: 24,493 shares 24,493 $1.56M 0.01% +646 Timeline SSB SOUTHSTATE BK CORP More: the full row for SOUTHSTATE BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,498 shares; 2025Q4: 16,528 shares 16,528 $1.56M 0.01% +30 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,652 shares; 2024Q4: 7,750 shares; 2025Q1: 7,645 shares; 2025Q2: 7,259 shares; 2025Q3: 7,125 shares; 2025Q4: 7,092 shares 7,092 $1.52M 0.01% -33 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,187 shares; 2024Q4: 8,150 shares; 2025Q1: 7,313 shares; 2025Q2: 7,388 shares; 2025Q3: 7,113 shares; 2025Q4: 7,113 shares 7,113 $1.5M 0.01% 0 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,286 shares; 2024Q4: 18,428 shares; 2025Q1: 19,145 shares; 2025Q2: 18,041 shares; 2025Q3: 18,860 shares; 2025Q4: 19,224 shares 19,224 $1.49M 0.01% +364 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,921 shares; 2024Q4: 14,095 shares; 2025Q1: 21,279 shares; 2025Q2: 13,359 shares; 2025Q3: 14,476 shares; 2025Q4: 15,341 shares 15,341 $1.47M 0.01% +865 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,018 shares; 2024Q4: 9,041 shares; 2025Q1: 9,965 shares; 2025Q2: 9,347 shares; 2025Q3: 8,225 shares; 2025Q4: 7,757 shares 7,757 $1.46M 0.01% -468 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,768 shares; 2024Q4: 4,716 shares; 2025Q1: 4,716 shares; 2025Q2: 4,658 shares; 2025Q3: 4,541 shares; 2025Q4: 4,541 shares 4,541 $1.43M 0.01% 0 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,732 shares; 2024Q4: 17,967 shares; 2025Q1: 17,967 shares; 2025Q2: 17,915 shares; 2025Q3: 17,915 shares; 2025Q4: 17,915 shares 17,915 $1.41M 0.01% 0 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,258 shares; 2024Q4: 10,767 shares; 2025Q1: 10,677 shares; 2025Q2: 10,077 shares; 2025Q3: 8,447 shares; 2025Q4: 9,206 shares 9,206 $1.39M 0.01% +759 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,520 shares; 2024Q4: 5,666 shares; 2025Q1: 5,762 shares; 2025Q2: 5,059 shares; 2025Q3: 5,029 shares; 2025Q4: 4,959 shares 4,959 $1.38M 0.01% -70 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,667 shares; 2024Q4: 1,920 shares; 2025Q1: 1,775 shares; 2025Q2: 1,775 shares; 2025Q3: 1,831 shares; 2025Q4: 1,831 shares 1,831 $1.38M 0.01% 0 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,343 shares; 2024Q4: 6,909 shares; 2025Q1: 8,093 shares; 2025Q2: 6,523 shares; 2025Q3: 3,912 shares; 2025Q4: 2,911 shares 2,911 $1.37M 0.01% -1,001 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,079 shares; 2024Q4: 17,741 shares; 2025Q1: 17,317 shares; 2025Q2: 17,162 shares; 2025Q3: 16,745 shares; 2025Q4: 16,974 shares 16,974 $1.36M 0.01% +229 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,036 shares; 2024Q4: 5,040 shares; 2025Q1: 5,167 shares; 2025Q2: 5,031 shares; 2025Q3: 4,940 shares; 2025Q4: 5,569 shares 5,569 $1.35M 0.01% +629 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,425 shares; 2024Q4: 24,513 shares; 2025Q1: 27,541 shares; 2025Q2: 25,239 shares; 2025Q3: 22,986 shares; 2025Q4: 22,328 shares 22,328 $1.34M 0.01% -658 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,842 shares; 2024Q4: 4,978 shares; 2025Q1: 6,168 shares; 2025Q2: 5,390 shares; 2025Q3: 5,338 shares; 2025Q4: 5,719 shares 5,719 $1.34M 0.01% +381 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,211 shares; 2024Q4: 22,214 shares; 2025Q1: 22,722 shares; 2025Q2: 23,014 shares; 2025Q3: 23,507 shares; 2025Q4: 23,425 shares 23,425 $1.33M 0.01% -82 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,116 shares; 2024Q4: 4,737 shares; 2025Q1: 5,024 shares; 2025Q2: 4,498 shares; 2025Q3: 3,983 shares; 2025Q4: 3,726 shares 3,726 $1.31M 0.01% -257 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,220 shares; 2024Q4: 10,036 shares; 2025Q1: 10,172 shares; 2025Q2: 11,038 shares; 2025Q3: 10,555 shares; 2025Q4: 10,400 shares 10,400 $1.31M 0.01% -155 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,757 shares; 2024Q4: 6,813 shares; 2025Q1: 4,889 shares; 2025Q2: 4,969 shares; 2025Q3: 4,990 shares; 2025Q4: 5,011 shares 5,011 $1.31M 0.01% +21 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,154 shares; 2024Q4: 3,249 shares; 2025Q1: 3,246 shares; 2025Q2: 3,100 shares; 2025Q3: 3,025 shares; 2025Q4: 3,083 shares 3,083 $1.3M 0.01% +58 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,946 shares; 2024Q4: 18,788 shares; 2025Q1: 18,671 shares; 2025Q2: 18,601 shares; 2025Q3: 18,086 shares; 2025Q4: 17,610 shares 17,610 $1.29M 0.01% -476 Timeline BALL BALL CORP More: the full row for BALL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,716 shares; 2024Q4: 21,612 shares; 2025Q1: 22,848 shares; 2025Q2: 20,852 shares; 2025Q3: 23,331 shares; 2025Q4: 24,158 shares 24,158 $1.28M 0.01% +827 Timeline KB KB FINL GROUP INC More: the full row for KB FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,576 shares; 2024Q4: 14,576 shares; 2025Q1: 14,571 shares; 2025Q2: 14,613 shares; 2025Q3: 14,613 shares; 2025Q4: 14,641 shares 14,641 $1.26M 0.01% +28 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,596 shares; 2024Q4: 4,708 shares; 2025Q1: 4,915 shares; 2025Q2: 4,669 shares; 2025Q3: 4,377 shares; 2025Q4: 5,941 shares 5,941 $1.26M 0.01% +1,564 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,649 shares; 2024Q4: 1,667 shares; 2025Q1: 1,727 shares; 2025Q2: 1,601 shares; 2025Q3: 1,606 shares; 2025Q4: 1,549 shares 1,549 $1.25M 0.01% -57 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,377 shares; 2024Q4: 9,746 shares; 2025Q1: 10,152 shares; 2025Q2: 10,188 shares; 2025Q3: 10,627 shares; 2025Q4: 10,860 shares 10,860 $1.25M 0.01% +233 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,401 shares; 2024Q4: 16,949 shares; 2025Q1: 19,949 shares; 2025Q2: 15,001 shares; 2025Q3: 14,171 shares; 2025Q4: 15,774 shares 15,774 $1.25M 0.01% +1,603 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,185 shares; 2024Q4: 8,251 shares; 2025Q1: 8,336 shares; 2025Q2: 8,408 shares; 2025Q3: 8,529 shares; 2025Q4: 8,538 shares 8,538 $1.25M 0.01% +9 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,901 shares; 2024Q4: 4,949 shares; 2025Q1: 4,945 shares; 2025Q2: 2,675 shares; 2025Q3: 2,584 shares; 2025Q4: 2,543 shares 2,543 $1.25M 0.01% -41 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,862 shares; 2024Q4: 18,984 shares; 2025Q1: 19,776 shares; 2025Q2: 16,257 shares; 2025Q3: 16,324 shares; 2025Q4: 18,515 shares 18,515 $1.24M 0.01% +2,191 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,028 shares; 2024Q4: 4,562 shares; 2025Q1: 4,415 shares; 2025Q2: 4,324 shares; 2025Q3: 4,353 shares; 2025Q4: 4,294 shares 4,294 $1.24M 0.01% -59 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,147 shares; 2024Q4: 8,559 shares; 2025Q1: 9,341 shares; 2025Q2: 8,291 shares; 2025Q3: 11,065 shares; 2025Q4: 12,488 shares 12,488 $1.24M 0.01% +1,423 Timeline QDEF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,874 shares; 2024Q4: 29,466 shares; 2025Q1: 27,666 shares; 2025Q2: 25,662 shares; 2025Q3: 15,284 shares; 2025Q4: 15,284 shares 15,284 $1.24M 0.01% 0 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,614 shares; 2024Q4: 21,158 shares; 2025Q1: 20,478 shares; 2025Q2: 19,805 shares; 2025Q3: 20,411 shares; 2025Q4: 20,447 shares 20,447 $1.23M 0.01% +36 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,877 shares; 2024Q4: 17,312 shares; 2025Q1: 17,216 shares; 2025Q2: 12,712 shares; 2025Q3: 11,921 shares; 2025Q4: 12,585 shares 12,585 $1.23M 0.01% +664 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,867 shares; 2024Q4: 5,924 shares; 2025Q1: 5,580 shares; 2025Q2: 5,829 shares; 2025Q3: 5,832 shares; 2025Q4: 5,989 shares 5,989 $1.22M 0.01% +157 Timeline OMF ONEMAIN HLDGS INC More: the full row for ONEMAIN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,072 shares; 2024Q4: 17,023 shares; 2025Q1: 17,133 shares; 2025Q2: 17,796 shares; 2025Q3: 17,864 shares; 2025Q4: 17,920 shares 17,920 $1.21M 0.01% +56 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,826 shares; 2024Q4: 6,892 shares; 2025Q1: 7,005 shares; 2025Q2: 6,910 shares; 2025Q3: 6,753 shares; 2025Q4: 8,046 shares 8,046 $1.21M 0.01% +1,293 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,409 shares; 2024Q4: 8,568 shares; 2025Q1: 7,699 shares; 2025Q2: 6,411 shares; 2025Q3: 6,244 shares; 2025Q4: 7,587 shares 7,587 $1.21M 0.01% +1,343 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,336 shares; 2024Q4: 15,475 shares; 2025Q1: 15,441 shares; 2025Q2: 15,224 shares; 2025Q3: 14,940 shares; 2025Q4: 15,148 shares 15,148 $1.21M 0.01% +208 Timeline IBN ICICI BK LTD More: the full row for ICICI BK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,635 shares; 2024Q4: 62,926 shares; 2025Q1: 36,958 shares; 2025Q2: 36,958 shares; 2025Q3: 37,010 shares; 2025Q4: 40,300 shares 40,300 $1.2M 0.01% +3,290 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,353 shares; 2024Q4: 11,383 shares; 2025Q1: 11,477 shares; 2025Q2: 9,935 shares; 2025Q3: 9,195 shares; 2025Q4: 9,289 shares 9,289 $1.2M 0.01% +94 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,195 shares; 2024Q4: 2,121 shares; 2025Q1: 2,148 shares; 2025Q2: 2,252 shares; 2025Q3: 2,254 shares; 2025Q4: 2,344 shares 2,344 $1.2M 0.01% +90 Timeline UMC UNITED MICROELECTRONICS CORP More: the full row for UNITED MICROELECTRONICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 149,592 shares; 2024Q4: 149,099 shares; 2025Q1: 149,729 shares; 2025Q2: 150,786 shares; 2025Q3: 150,293 shares; 2025Q4: 152,034 shares 152,034 $1.19M 0.01% +1,741 Timeline VIOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,122 shares; 2024Q4: 9,904 shares; 2025Q1: 11,523 shares; 2025Q2: 11,202 shares; 2025Q3: 10,891 shares; 2025Q4: 10,665 shares 10,665 $1.18M 0.01% -226 Timeline AEG AEGON LTD More: the full row for AEGON LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 154,518 shares; 2024Q4: 154,518 shares; 2025Q1: 154,518 shares; 2025Q2: 153,131 shares; 2025Q3: 153,131 shares; 2025Q4: 153,476 shares 153,476 $1.18M 0.01% +345 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,659 shares; 2024Q4: 4,894 shares; 2025Q1: 3,711 shares; 2025Q2: 7,943 shares; 2025Q3: 8,348 shares; 2025Q4: 9,013 shares 9,013 $1.18M 0.01% +665 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,548 shares; 2024Q4: 11,843 shares; 2025Q1: 11,801 shares; 2025Q2: 10,962 shares; 2025Q3: 11,007 shares; 2025Q4: 10,772 shares 10,772 $1.18M 0.01% -235 Timeline PSK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 37,951 shares; 2025Q3: 37,161 shares; 2025Q4: 37,096 shares 37,096 $1.18M 0.01% -65 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,647 shares; 2024Q4: 6,101 shares; 2025Q1: 6,987 shares; 2025Q2: 7,126 shares; 2025Q3: 7,159 shares; 2025Q4: 7,116 shares 7,116 $1.16M 0.01% -43 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,730 shares; 2024Q4: 1,628 shares; 2025Q1: 1,791 shares; 2025Q2: 1,600 shares; 2025Q3: 1,649 shares; 2025Q4: 1,708 shares 1,708 $1.16M 0.01% +59 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,414 shares; 2024Q4: 25,777 shares; 2025Q1: 26,093 shares; 2025Q2: 23,131 shares; 2025Q3: 22,779 shares; 2025Q4: 22,655 shares 22,655 $1.15M 0.01% -124 Timeline IFF INTERNATIONAL FLAVORS&FRAGRA More: the full row for INTERNATIONAL FLAVORS&FRAGRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,671 shares; 2024Q4: 12,038 shares; 2025Q1: 11,465 shares; 2025Q2: 12,848 shares; 2025Q3: 13,752 shares; 2025Q4: 17,016 shares 17,016 $1.15M 0.01% +3,264 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,741 shares; 2024Q4: 21,013 shares; 2025Q1: 21,838 shares; 2025Q2: 15,159 shares; 2025Q3: 6,598 shares; 2025Q4: 3,862 shares 3,862 $1.14M 0.01% -2,736 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,951 shares; 2024Q4: 1,909 shares; 2025Q1: 1,912 shares; 2025Q2: 1,448 shares; 2025Q3: 1,405 shares; 2025Q4: 1,472 shares 1,472 $1.14M 0.01% +67 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,392 shares; 2024Q4: 49,738 shares; 2025Q1: 55,738 shares; 2025Q2: 63,735 shares; 2025Q3: 76,298 shares; 2025Q4: 96,689 shares 96,689 $1.13M 0.01% +20,391 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,657 shares; 2024Q4: 5,657 shares; 2025Q1: 5,657 shares; 2025Q2: 5,657 shares; 2025Q3: 5,715 shares; 2025Q4: 5,657 shares 5,657 $1.13M 0.01% -58 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 26,202 shares; 2025Q3: 25,762 shares; 2025Q4: 25,762 shares 25,762 $1.12M 0.01% 0 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,128 shares; 2024Q4: 19,477 shares; 2025Q1: 19,954 shares; 2025Q2: 19,717 shares; 2025Q3: 19,444 shares; 2025Q4: 20,903 shares 20,903 $1.12M 0.01% +1,459 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,822 shares; 2024Q4: 14,527 shares; 2025Q1: 15,133 shares; 2025Q2: 12,066 shares; 2025Q3: 11,942 shares; 2025Q4: 15,082 shares 15,082 $1.11M 0.01% +3,140 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,606 shares; 2024Q4: 5,065 shares; 2025Q1: 2,955 shares; 2025Q2: 5,669 shares; 2025Q3: 6,119 shares; 2025Q4: 6,309 shares 6,309 $1.11M 0.01% +190 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,017 shares; 2024Q4: 38,942 shares; 2025Q1: 38,849 shares; 2025Q2: 39,017 shares; 2025Q3: 39,126 shares; 2025Q4: 39,646 shares 39,646 $1.11M 0.01% +520 Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 864 shares; 2024Q4: 862 shares; 2025Q1: 872 shares; 2025Q2: 775 shares; 2025Q3: 784 shares; 2025Q4: 796 shares 796 $1.11M 0.01% +12 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,271 shares; 2024Q4: 9,682 shares; 2025Q1: 10,299 shares; 2025Q2: 11,534 shares; 2025Q3: 11,957 shares; 2025Q4: 12,595 shares 12,595 $1.1M 0.01% +638 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,596 shares; 2024Q4: 5,442 shares; 2025Q1: 5,130 shares; 2025Q2: 4,453 shares; 2025Q3: 4,457 shares; 2025Q4: 4,372 shares 4,372 $1.1M 0.01% -85 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,939 shares; 2024Q4: 2,939 shares; 2025Q1: 2,939 shares; 2025Q2: 2,969 shares; 2025Q3: 2,967 shares; 2025Q4: 2,932 shares 2,932 $1.09M 0.01% -35 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,613 shares; 2024Q4: 5,271 shares; 2025Q1: 5,450 shares; 2025Q2: 5,587 shares; 2025Q3: 5,480 shares; 2025Q4: 5,605 shares 5,605 $1.09M 0.01% +125 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,169 shares; 2024Q4: 6,306 shares; 2025Q1: 6,330 shares; 2025Q2: 6,087 shares; 2025Q3: 6,037 shares; 2025Q4: 5,923 shares 5,923 $1.09M 0.01% -114 Timeline IX ORIX CORP More: the full row for ORIX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,750 shares; 2024Q4: 8,750 shares; 2025Q1: 43,750 shares; 2025Q2: 37,035 shares; 2025Q3: 37,437 shares; 2025Q4: 37,375 shares 37,375 $1.09M 0.01% -62 Timeline ALNY ALNYLAM PHARMACEUTICALS INC More: the full row for ALNYLAM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,718 shares; 2024Q4: 2,722 shares; 2025Q1: 2,750 shares; 2025Q2: 2,730 shares; 2025Q3: 2,735 shares; 2025Q4: 2,733 shares 2,733 $1.09M 0.01% -2 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,141 shares; 2024Q4: 20,005 shares; 2025Q1: 20,005 shares; 2025Q2: 19,105 shares; 2025Q3: 19,105 shares; 2025Q4: 19,105 shares 19,105 $1.09M 0.01% 0 Timeline TME TENCENT MUSIC ENTMT GROUP More: the full row for TENCENT MUSIC ENTMT GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,757 shares; 2024Q4: 60,757 shares; 2025Q1: 60,757 shares; 2025Q2: 60,797 shares; 2025Q3: 60,816 shares; 2025Q4: 61,420 shares 61,420 $1.08M 0.01% +604 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,601 shares; 2024Q4: 30,177 shares; 2025Q1: 31,179 shares; 2025Q2: 26,203 shares; 2025Q3: 21,840 shares; 2025Q4: 19,941 shares 19,941 $1.08M 0.01% -1,899 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,023 shares; 2024Q4: 31,416 shares; 2025Q1: 32,822 shares; 2025Q2: 19,711 shares; 2025Q3: 24,979 shares; 2025Q4: 27,697 shares 27,697 $1.06M 0.01% +2,718 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,526 shares; 2024Q4: 40,578 shares; 2025Q1: 40,578 shares; 2025Q2: 40,578 shares; 2025Q3: 40,350 shares; 2025Q4: 40,350 shares 40,350 $1.06M 0.01% 0 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,586 shares; 2024Q4: 1,650 shares; 2025Q1: 1,625 shares; 2025Q2: 1,711 shares; 2025Q3: 1,537 shares; 2025Q4: 1,376 shares 1,376 $1.05M 0.01% -161 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,693 shares; 2024Q4: 6,137 shares; 2025Q1: 6,998 shares; 2025Q2: 6,733 shares; 2025Q3: 8,307 shares; 2025Q4: 8,260 shares 8,260 $1.05M 0.01% -47 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,670 shares; 2024Q4: 12,270 shares; 2025Q1: 14,238 shares; 2025Q2: 13,783 shares; 2025Q3: 13,049 shares; 2025Q4: 13,637 shares 13,637 $1.05M 0.01% +588 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,802 shares; 2024Q4: 6,585 shares; 2025Q1: 5,641 shares; 2025Q2: 6,231 shares; 2025Q3: 6,471 shares; 2025Q4: 7,353 shares 7,353 $1.04M 0.01% +882 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,957 shares; 2024Q4: 14,929 shares; 2025Q1: 15,367 shares; 2025Q2: 13,487 shares; 2025Q3: 12,816 shares; 2025Q4: 10,291 shares 10,291 $1.04M 0.01% -2,525 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,228 shares; 2024Q4: 5,433 shares; 2025Q1: 5,132 shares; 2025Q2: 5,531 shares; 2025Q3: 5,568 shares; 2025Q4: 5,763 shares 5,763 $1.04M 0.01% +195 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,361 shares; 2024Q4: 4,382 shares; 2025Q1: 4,174 shares; 2025Q2: 3,982 shares; 2025Q3: 2,672 shares; 2025Q4: 2,612 shares 2,612 $1.04M 0.01% -60 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,959 shares; 2024Q4: 11,192 shares; 2025Q1: 11,266 shares; 2025Q2: 10,829 shares; 2025Q3: 10,612 shares; 2025Q4: 9,833 shares 9,833 $1.03M 0.01% -779 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,117 shares; 2024Q4: 7,317 shares; 2025Q1: 7,704 shares; 2025Q2: 7,405 shares; 2025Q3: 7,617 shares; 2025Q4: 7,493 shares 7,493 $1.02M 0.01% -124 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,805 shares; 2024Q4: 8,036 shares; 2025Q1: 8,064 shares; 2025Q2: 7,970 shares; 2025Q3: 7,550 shares; 2025Q4: 7,491 shares 7,491 $1.02M 0.01% -59 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,204 shares; 2024Q4: 23,480 shares; 2025Q1: 25,009 shares; 2025Q2: 21,217 shares; 2025Q3: 20,293 shares; 2025Q4: 19,204 shares 19,204 $1.01M 0.01% -1,089 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,549 shares; 2024Q4: 3,783 shares; 2025Q1: 4,726 shares; 2025Q2: 5,084 shares; 2025Q3: 4,982 shares; 2025Q4: 4,900 shares 4,900 $1M 0.01% -82 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,777 shares; 2024Q4: 3,822 shares; 2025Q1: 3,868 shares; 2025Q2: 3,823 shares; 2025Q3: 3,980 shares; 2025Q4: 4,554 shares 4,554 $1M 0.01% +574 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,292 shares; 2024Q4: 7,461 shares; 2025Q1: 7,362 shares; 2025Q2: 6,748 shares; 2025Q3: 6,726 shares; 2025Q4: 6,938 shares 6,938 $999K 0.01% +212 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,313 shares; 2024Q4: 17,462 shares; 2025Q1: 6,481 shares; 2025Q2: 5,589 shares; 2025Q3: 6,314 shares; 2025Q4: 6,153 shares 6,153 $993K 0.01% -161 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 979 shares; 2024Q4: 964 shares; 2025Q1: 1,023 shares; 2025Q2: 1,069 shares; 2025Q3: 1,085 shares; 2025Q4: 1,089 shares 1,089 $987K 0.01% +4 Timeline HNI HNI CORP More: the full row for HNI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23,462 shares 23,462 $986K 0.01% new Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,682 shares; 2024Q4: 23,351 shares; 2025Q1: 25,429 shares; 2025Q2: 24,020 shares; 2025Q3: 23,933 shares; 2025Q4: 25,635 shares 25,635 $983K 0.01% +1,702 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,141 shares; 2024Q4: 9,441 shares; 2025Q1: 8,323 shares; 2025Q2: 8,323 shares; 2025Q3: 6,902 shares; 2025Q4: 6,902 shares 6,902 $974K 0.01% 0 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,507 shares; 2024Q4: 5,201 shares; 2025Q1: 5,396 shares; 2025Q2: 4,958 shares; 2025Q3: 4,655 shares; 2025Q4: 4,723 shares 4,723 $971K 0.01% +68 Timeline TRI THOMSON REUTERS CORP More: the full row for THOMSON REUTERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,789 shares; 2024Q4: 6,789 shares; 2025Q1: 6,797 shares; 2025Q2: 7,151 shares; 2025Q3: 7,151 shares; 2025Q4: 7,327 shares 7,327 $966K 0.01% +176 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,830 shares; 2024Q4: 5,912 shares; 2025Q1: 5,980 shares; 2025Q2: 5,577 shares; 2025Q3: 5,601 shares; 2025Q4: 6,005 shares 6,005 $965K 0.01% +404 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,753 shares; 2024Q4: 16,949 shares; 2025Q1: 16,817 shares; 2025Q2: 13,967 shares; 2025Q3: 4,181 shares; 2025Q4: 3,872 shares 3,872 $956K 0.01% -309 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,308 shares; 2024Q4: 6,002 shares; 2025Q1: 6,011 shares; 2025Q2: 5,403 shares; 2025Q3: 5,356 shares; 2025Q4: 5,337 shares 5,337 $953K 0.01% -19 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,093 shares; 2024Q4: 4,378 shares; 2025Q1: 4,533 shares; 2025Q2: 4,295 shares; 2025Q3: 4,317 shares; 2025Q4: 4,656 shares 4,656 $946K 0.01% +339 Timeline AER AERCAP HOLDINGS NV More: the full row for AERCAP HOLDINGS NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,294 shares; 2024Q4: 9,335 shares; 2025Q1: 6,544 shares; 2025Q2: 6,532 shares; 2025Q3: 6,532 shares; 2025Q4: 6,570 shares 6,570 $945K 0.01% +38 Timeline XPO XPO INC More: the full row for XPO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,260 shares; 2024Q4: 2,374 shares; 2025Q1: 7,411 shares; 2025Q2: 6,947 shares; 2025Q3: 6,908 shares; 2025Q4: 6,942 shares 6,942 $943K 0.01% +34 Timeline SGI SOMNIGROUP INTERNATIONAL INC More: the full row for SOMNIGROUP INTERNATIONAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,114 shares; 2024Q4: 10,170 shares; 2025Q1: 10,320 shares; 2025Q2: 10,411 shares; 2025Q3: 10,361 shares; 2025Q4: 10,432 shares 10,432 $931K 0.01% +71 Timeline FCNCA FIRST CTZNS BANCSHARES INC D More: the full row for FIRST CTZNS BANCSHARES INC D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 434 shares; 2024Q4: 434 shares; 2025Q1: 436 shares; 2025Q2: 408 shares; 2025Q3: 416 shares; 2025Q4: 433 shares 433 $929K 0.01% +17 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,778 shares; 2024Q4: 3,799 shares; 2025Q1: 4,270 shares; 2025Q2: 4,115 shares; 2025Q3: 4,122 shares; 2025Q4: 4,125 shares 4,125 $918K 0.01% +3 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,599 shares; 2024Q4: 5,671 shares; 2025Q1: 4,201 shares; 2025Q2: 3,792 shares; 2025Q3: 3,732 shares; 2025Q4: 4,007 shares 4,007 $914K 0.01% +275 Timeline CIG CIA ENERGETICA DE MINAS GERA More: the full row for CIA ENERGETICA DE MINAS GERA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 456,833 shares; 2024Q4: 456,833 shares; 2025Q1: 456,833 shares; 2025Q2: 456,833 shares; 2025Q3: 456,833 shares; 2025Q4: 456,833 shares 456,833 $914K 0.01% 0 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,316 shares; 2024Q4: 71,137 shares; 2025Q1: 65,546 shares; 2025Q2: 70,036 shares; 2025Q3: 69,062 shares; 2025Q4: 69,214 shares 69,214 $908K 0.01% +152 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,784 shares; 2024Q4: 2,857 shares; 2025Q1: 2,690 shares; 2025Q2: 2,897 shares; 2025Q3: 2,892 shares; 2025Q4: 3,170 shares 3,170 $904K 0.01% +278 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,814 shares 13,814 $904K 0.01% new Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,243 shares; 2024Q4: 10,862 shares; 2025Q1: 10,046 shares; 2025Q2: 11,139 shares; 2025Q3: 10,310 shares; 2025Q4: 10,207 shares 10,207 $901K 0.01% -103 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,270 shares; 2024Q4: 5,502 shares; 2025Q1: 6,192 shares; 2025Q2: 5,639 shares; 2025Q3: 6,732 shares; 2025Q4: 6,963 shares 6,963 $898K 0.01% +231 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,112 shares; 2024Q4: 35,821 shares; 2025Q1: 37,454 shares; 2025Q2: 30,969 shares; 2025Q3: 34,198 shares; 2025Q4: 38,330 shares 38,330 $896K 0.01% +4,132 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,590 shares; 2024Q4: 3,719 shares; 2025Q1: 3,379 shares; 2025Q2: 3,109 shares; 2025Q3: 3,087 shares; 2025Q4: 3,045 shares 3,045 $894K 0.01% -42 Timeline NACP TIDAL TRUST III More: the full row for TIDAL TRUST III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 36,250 shares; 2025Q1: 35,075 shares; 2025Q2: 21,000 shares; 2025Q3: 19,790 shares; 2025Q4: 18,125 shares 18,125 $893K 0.01% -1,665 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,896 shares; 2024Q4: 6,896 shares; 2025Q1: 8,496 shares; 2025Q2: 6,896 shares; 2025Q3: 6,896 shares; 2025Q4: 6,525 shares 6,525 $892K 0.01% -371 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,551 shares 13,551 $886K 0.01% new Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,795 shares; 2024Q4: 94,872 shares; 2025Q1: 106,980 shares; 2025Q2: 102,344 shares; 2025Q3: 93,260 shares; 2025Q4: 38,356 shares 38,356 $883K 0.01% -54,904 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,913 shares; 2024Q4: 20,802 shares; 2025Q1: 24,125 shares; 2025Q2: 18,892 shares; 2025Q3: 19,557 shares; 2025Q4: 20,260 shares 20,260 $883K 0.01% +703 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,282 shares; 2024Q4: 11,408 shares; 2025Q1: 11,915 shares; 2025Q2: 9,815 shares; 2025Q3: 9,519 shares; 2025Q4: 8,794 shares 8,794 $877K 0.01% -725 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,621 shares; 2024Q4: 1,565 shares; 2025Q1: 1,597 shares; 2025Q2: 1,547 shares; 2025Q3: 1,536 shares; 2025Q4: 1,529 shares 1,529 $868K 0.01% -7 Timeline CYBERARK SOFTWARE LTD/ISRAEL CYBERARK SOFTWARE LTD/ISRAEL More: the full row for CYBERARK SOFTWARE LTD/ISRAEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,829 shares; 2024Q4: 1,829 shares; 2025Q1: 1,829 shares; 2025Q2: 1,839 shares; 2025Q3: 1,841 shares; 2025Q4: 1,924 shares 1,924 $858K 0.01% +83 WOMN TIDAL TRUST III More: the full row for TIDAL TRUST III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 38,585 shares; 2025Q1: 37,160 shares; 2025Q2: 22,385 shares; 2025Q3: 22,385 shares; 2025Q4: 20,555 shares 20,555 $853K 0.01% -1,830 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,550 shares; 2024Q4: 30,255 shares; 2025Q1: 28,650 shares; 2025Q2: 28,650 shares; 2025Q3: 28,650 shares; 2025Q4: 28,650 shares 28,650 $848K 0.01% 0 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,425 shares; 2024Q4: 2,419 shares; 2025Q1: 2,665 shares; 2025Q2: 3,592 shares; 2025Q3: 3,691 shares; 2025Q4: 3,738 shares 3,738 $847K 0.01% +47 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,557 shares; 2024Q4: 3,557 shares; 2025Q1: 3,557 shares; 2025Q2: 3,522 shares; 2025Q3: 3,546 shares; 2025Q4: 7,044 shares 7,044 $841K 0.01% +3,498 Timeline GFI GOLD FIELDS LTD More: the full row for GOLD FIELDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,193 shares; 2024Q4: 19,193 shares; 2025Q1: 19,193 shares; 2025Q2: 19,228 shares; 2025Q3: 19,264 shares; 2025Q4: 19,250 shares 19,250 $840K 0.01% -14 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,756 shares; 2024Q4: 9,992 shares; 2025Q1: 10,619 shares; 2025Q2: 9,164 shares; 2025Q3: 9,042 shares; 2025Q4: 9,067 shares 9,067 $838K 0.01% +25 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,615 shares; 2024Q4: 7,685 shares; 2025Q1: 8,166 shares; 2025Q2: 5,217 shares; 2025Q3: 5,184 shares; 2025Q4: 5,137 shares 5,137 $838K 0.01% -47 Timeline EQH EQUITABLE HLDGS INC More: the full row for EQUITABLE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,809 shares; 2024Q4: 17,809 shares; 2025Q1: 17,809 shares; 2025Q2: 16,955 shares; 2025Q3: 17,605 shares; 2025Q4: 17,559 shares 17,559 $837K 0.01% -46 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 427 shares; 2024Q4: 428 shares; 2025Q1: 442 shares; 2025Q2: 411 shares; 2025Q3: 452 shares; 2025Q4: 492 shares 492 $832K 0.01% +40 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,257 shares; 2024Q4: 11,804 shares; 2025Q1: 9,460 shares; 2025Q2: 7,591 shares; 2025Q3: 7,434 shares; 2025Q4: 7,330 shares 7,330 $827K 0.01% -104 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,390 shares; 2024Q4: 11,139 shares; 2025Q1: 11,847 shares; 2025Q2: 9,587 shares; 2025Q3: 9,639 shares; 2025Q4: 10,300 shares 10,300 $827K 0.01% +661 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,363 shares; 2024Q4: 23,410 shares; 2025Q1: 26,281 shares; 2025Q2: 21,500 shares; 2025Q3: 21,421 shares; 2025Q4: 22,382 shares 22,382 $820K 0.01% +961 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,588 shares; 2024Q4: 15,974 shares; 2025Q1: 15,959 shares; 2025Q2: 14,205 shares; 2025Q3: 14,178 shares; 2025Q4: 13,995 shares 13,995 $817K 0.01% -183 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,329 shares; 2024Q4: 5,879 shares; 2025Q1: 5,879 shares; 2025Q2: 5,879 shares; 2025Q3: 5,876 shares; 2025Q4: 5,876 shares 5,876 $805K 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 140,254 shares; 2024Q4: 23,748 shares; 2025Q1: 27,168 shares; 2025Q2: 17,654 shares; 2025Q3: 22,367 shares; 2025Q4: 27,864 shares 27,864 $803K 0.01% +5,497 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,148 shares; 2024Q4: 16,497 shares; 2025Q1: 15,812 shares; 2025Q2: 15,041 shares; 2025Q3: 13,754 shares; 2025Q4: 13,699 shares 13,699 $803K 0.01% -55 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,224 shares; 2024Q4: 35,226 shares; 2025Q1: 31,836 shares; 2025Q2: 31,836 shares; 2025Q3: 29,724 shares; 2025Q4: 29,724 shares 29,724 $800K 0.01% 0 Timeline HST HOST HOTELS & RESORTS INC More: the full row for HOST HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,242 shares; 2024Q4: 44,685 shares; 2025Q1: 43,491 shares; 2025Q2: 43,055 shares; 2025Q3: 43,157 shares; 2025Q4: 44,551 shares 44,551 $790K 0.01% +1,394 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,135 shares; 2024Q4: 4,166 shares; 2025Q1: 4,212 shares; 2025Q2: 4,064 shares; 2025Q3: 4,097 shares; 2025Q4: 4,058 shares 4,058 $789K 0.01% -39 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,755 shares; 2024Q4: 3,938 shares; 2025Q1: 4,146 shares; 2025Q2: 3,985 shares; 2025Q3: 4,085 shares; 2025Q4: 4,861 shares 4,861 $782K 0.01% +776 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,855 shares; 2024Q4: 12,387 shares; 2025Q1: 12,213 shares; 2025Q2: 10,989 shares; 2025Q3: 10,946 shares; 2025Q4: 11,219 shares 11,219 $779K 0.01% +273 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,803 shares; 2024Q4: 8,145 shares; 2025Q1: 8,209 shares; 2025Q2: 7,654 shares; 2025Q3: 7,080 shares; 2025Q4: 7,352 shares 7,352 $775K 0.01% +272 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,235 shares; 2024Q4: 3,235 shares; 2025Q1: 3,200 shares; 2025Q2: 3,200 shares; 2025Q3: 3,267 shares; 2025Q4: 5,389 shares 5,389 $773K 0.01% +2,122 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,394 shares; 2024Q4: 11,365 shares; 2025Q1: 11,575 shares; 2025Q2: 11,080 shares; 2025Q3: 10,630 shares; 2025Q4: 11,056 shares 11,056 $773K 0.01% +426 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,642 shares; 2024Q4: 14,601 shares; 2025Q1: 14,635 shares; 2025Q2: 14,077 shares; 2025Q3: 13,332 shares; 2025Q4: 12,157 shares 12,157 $771K 0.01% -1,175 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,394 shares; 2024Q4: 5,052 shares; 2025Q1: 4,719 shares; 2025Q2: 4,868 shares; 2025Q3: 12,573 shares; 2025Q4: 12,812 shares 12,812 $769K 0.01% +239 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,523 shares; 2024Q4: 13,560 shares; 2025Q1: 13,887 shares; 2025Q2: 13,705 shares; 2025Q3: 13,873 shares; 2025Q4: 14,023 shares 14,023 $768K 0.01% +150 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,126 shares; 2024Q4: 11,126 shares; 2025Q1: 10,879 shares; 2025Q2: 10,307 shares; 2025Q3: 10,056 shares; 2025Q4: 9,885 shares 9,885 $766K 0.01% -171 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,607 shares; 2024Q4: 12,075 shares; 2025Q1: 10,313 shares; 2025Q2: 11,467 shares; 2025Q3: 13,606 shares; 2025Q4: 13,293 shares 13,293 $764K 0.01% -313 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,354 shares; 2024Q4: 10,031 shares; 2025Q1: 10,596 shares; 2025Q2: 9,536 shares; 2025Q3: 8,557 shares; 2025Q4: 9,581 shares 9,581 $761K 0.01% +1,024 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,621 shares; 2024Q4: 4,754 shares; 2025Q1: 4,683 shares; 2025Q2: 4,472 shares; 2025Q3: 4,352 shares; 2025Q4: 4,455 shares 4,455 $755K 0.01% +103 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,532 shares; 2024Q4: 2,428 shares; 2025Q1: 2,448 shares; 2025Q2: 2,683 shares; 2025Q3: 2,596 shares; 2025Q4: 2,971 shares 2,971 $753K 0.01% +375 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,392 shares; 2024Q4: 5,435 shares; 2025Q1: 5,622 shares; 2025Q2: 5,204 shares; 2025Q3: 4,985 shares; 2025Q4: 4,781 shares 4,781 $750K 0.01% -204 Timeline SHG SHINHAN FINANCIAL GROUP CO L More: the full row for SHINHAN FINANCIAL GROUP CO L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,544 shares; 2024Q4: 14,622 shares; 2025Q1: 13,768 shares; 2025Q2: 13,907 shares; 2025Q3: 13,907 shares; 2025Q4: 13,931 shares 13,931 $747K 0.01% +24 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,783 shares; 2024Q4: 3,897 shares; 2025Q1: 3,937 shares; 2025Q2: 3,701 shares; 2025Q3: 3,697 shares; 2025Q4: 3,679 shares 3,679 $746K 0.01% -18 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,206 shares; 2024Q4: 3,320 shares; 2025Q1: 3,670 shares; 2025Q2: 3,579 shares; 2025Q3: 3,559 shares; 2025Q4: 3,432 shares 3,432 $745K 0.01% -127 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,675 shares; 2024Q4: 1,675 shares; 2025Q1: 1,675 shares; 2025Q2: 1,675 shares; 2025Q3: 1,675 shares; 2025Q4: 1,675 shares 1,675 $745K 0.01% 0 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,135 shares; 2024Q4: 1,132 shares; 2025Q1: 1,147 shares; 2025Q2: 1,093 shares; 2025Q3: 1,132 shares; 2025Q4: 1,194 shares 1,194 $743K 0.01% +62 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,518 shares; 2024Q4: 23,549 shares; 2025Q1: 22,093 shares; 2025Q2: 16,388 shares; 2025Q3: 8,647 shares; 2025Q4: 5,666 shares 5,666 $739K 0.01% -2,981 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,951 shares; 2024Q4: 4,052 shares; 2025Q1: 4,183 shares; 2025Q2: 3,703 shares; 2025Q3: 3,723 shares; 2025Q4: 3,599 shares 3,599 $739K 0.01% -124 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,740 shares; 2024Q4: 7,696 shares; 2025Q1: 7,991 shares; 2025Q2: 7,239 shares; 2025Q3: 7,531 shares; 2025Q4: 8,736 shares 8,736 $733K 0.01% +1,205 Timeline GHC GRAHAM HLDGS CO More: the full row for GRAHAM HLDGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 659 shares; 2024Q4: 668 shares; 2025Q1: 669 shares; 2025Q2: 666 shares; 2025Q3: 668 shares; 2025Q4: 666 shares 666 $732K 0.01% -2 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,274 shares; 2024Q4: 3,310 shares; 2025Q1: 3,731 shares; 2025Q2: 3,452 shares; 2025Q3: 3,463 shares; 2025Q4: 2,812 shares 2,812 $728K 0.01% -651 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,311 shares; 2024Q4: 7,178 shares; 2025Q1: 7,309 shares; 2025Q2: 6,418 shares; 2025Q3: 5,921 shares; 2025Q4: 5,648 shares 5,648 $722K 0.01% -273 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,386 shares; 2024Q4: 7,551 shares; 2025Q1: 7,368 shares; 2025Q2: 8,142 shares; 2025Q3: 8,977 shares; 2025Q4: 8,693 shares 8,693 $721K 0.01% -284 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,051 shares; 2024Q4: 8,052 shares; 2025Q1: 7,925 shares; 2025Q2: 5,623 shares; 2025Q3: 5,885 shares; 2025Q4: 5,752 shares 5,752 $718K 0.01% -133 Timeline TRU TRANSUNION More: the full row for TRANSUNION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,103 shares; 2024Q4: 13,053 shares; 2025Q1: 12,912 shares; 2025Q2: 10,262 shares; 2025Q3: 9,574 shares; 2025Q4: 8,301 shares 8,301 $712K 0.01% -1,273 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,493 shares; 2024Q4: 8,303 shares; 2025Q1: 9,689 shares; 2025Q2: 8,014 shares; 2025Q3: 6,772 shares; 2025Q4: 5,631 shares 5,631 $708K 0.01% -1,141 Timeline RRX REGAL REXNORD CORPORATION More: the full row for REGAL REXNORD CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,064 shares; 2024Q4: 5,082 shares; 2025Q1: 5,187 shares; 2025Q2: 4,999 shares; 2025Q3: 5,009 shares; 2025Q4: 5,015 shares 5,015 $704K 0.01% +6 Timeline ALV AUTOLIV INC More: the full row for AUTOLIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,129 shares; 2024Q4: 6,166 shares; 2025Q1: 6,338 shares; 2025Q2: 5,895 shares; 2025Q3: 5,890 shares; 2025Q4: 5,926 shares 5,926 $703K 0.01% +36 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,287 shares; 2024Q4: 5,287 shares; 2025Q1: 5,287 shares; 2025Q2: 5,287 shares; 2025Q3: 5,287 shares; 2025Q4: 6,592 shares 6,592 $703K 0.01% +1,305 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,850 shares; 2024Q4: 5,905 shares; 2025Q1: 5,751 shares; 2025Q2: 5,477 shares; 2025Q3: 5,453 shares; 2025Q4: 5,540 shares 5,540 $701K 0.01% +87 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,931 shares; 2024Q4: 9,416 shares; 2025Q1: 9,898 shares; 2025Q2: 9,146 shares; 2025Q3: 8,906 shares; 2025Q4: 8,636 shares 8,636 $701K 0.01% -270 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,236 shares; 2024Q4: 4,458 shares; 2025Q1: 4,630 shares; 2025Q2: 4,930 shares; 2025Q3: 4,925 shares; 2025Q4: 4,528 shares 4,528 $701K 0.01% -397 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,148 shares; 2024Q4: 10,481 shares; 2025Q1: 11,829 shares; 2025Q2: 8,925 shares; 2025Q3: 8,842 shares; 2025Q4: 7,967 shares 7,967 $696K 0.01% -875 Timeline CMA COMERICA INC More: the full row for COMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,814 shares; 2024Q4: 8,460 shares; 2025Q1: 8,036 shares; 2025Q2: 7,622 shares; 2025Q3: 7,753 shares; 2025Q4: 7,853 shares 7,853 $683K 0.01% +100 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,974 shares; 2024Q4: 36,208 shares; 2025Q1: 38,215 shares; 2025Q2: 35,007 shares; 2025Q3: 22,593 shares; 2025Q4: 22,593 shares 22,593 $679K 0.01% 0 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,543 shares; 2025Q3: 2,444 shares; 2025Q4: 3,675 shares 3,675 $678K 0.01% +1,231 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,312 shares; 2024Q4: 12,089 shares; 2025Q1: 10,001 shares; 2025Q2: 9,427 shares; 2025Q3: 5,186 shares; 2025Q4: 6,820 shares 6,820 $676K 0.01% +1,634 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,050 shares; 2024Q4: 3,870 shares; 2025Q1: 3,897 shares; 2025Q2: 2,742 shares; 2025Q3: 3,680 shares; 2025Q4: 3,485 shares 3,485 $676K 0.01% -195 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,512 shares; 2024Q4: 9,824 shares; 2025Q1: 10,073 shares; 2025Q2: 9,059 shares; 2025Q3: 8,174 shares; 2025Q4: 9,119 shares 9,119 $670K 0.01% +945 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,459 shares; 2024Q4: 2,520 shares; 2025Q1: 2,492 shares; 2025Q2: 2,236 shares; 2025Q3: 2,215 shares; 2025Q4: 2,356 shares 2,356 $667K 0.01% +141 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,105 shares; 2024Q4: 9,771 shares; 2025Q1: 10,119 shares; 2025Q2: 11,033 shares; 2025Q3: 10,990 shares; 2025Q4: 11,036 shares 11,036 $667K 0.01% +46 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,250 shares; 2024Q4: 3,344 shares; 2025Q1: 3,437 shares; 2025Q2: 3,189 shares; 2025Q3: 3,062 shares; 2025Q4: 3,107 shares 3,107 $663K 0.01% +45 Timeline WTFC WINTRUST FINL CORP More: the full row for WINTRUST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,750 shares; 2024Q4: 5,848 shares; 2025Q1: 5,830 shares; 2025Q2: 3,752 shares; 2025Q3: 4,786 shares; 2025Q4: 4,741 shares 4,741 $663K 0.01% -45 Timeline CNO CNO FINL GROUP INC More: the full row for CNO FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,261 shares; 2024Q4: 15,222 shares; 2025Q1: 15,204 shares; 2025Q2: 15,165 shares; 2025Q3: 15,145 shares; 2025Q4: 15,529 shares 15,529 $660K 0.01% +384 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,642 shares; 2025Q3: 3,708 shares; 2025Q4: 3,825 shares 3,825 $659K 0.01% +117 Timeline 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,911 shares; 2024Q4: 11,672 shares; 2025Q1: 11,096 shares; 2025Q2: 11,855 shares; 2025Q3: 12,148 shares; 2025Q4: 11,668 shares 11,668 $658K 0.01% -480 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,420 shares; 2024Q4: 1,525 shares; 2025Q1: 1,596 shares; 2025Q2: 2,239 shares; 2025Q3: 2,707 shares; 2025Q4: 2,897 shares 2,897 $655K 0.01% +190 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,252 shares; 2024Q4: 6,452 shares; 2025Q1: 7,146 shares; 2025Q2: 6,520 shares; 2025Q3: 5,739 shares; 2025Q4: 5,834 shares 5,834 $654K 0.01% +95 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,171 shares; 2024Q4: 5,114 shares; 2025Q1: 4,984 shares; 2025Q2: 4,984 shares; 2025Q3: 4,984 shares; 2025Q4: 4,609 shares 4,609 $651K 0.01% -375 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,208 shares; 2024Q4: 25,042 shares; 2025Q1: 24,757 shares; 2025Q2: 24,901 shares; 2025Q3: 18,395 shares; 2025Q4: 17,562 shares 17,562 $650K 0.01% -833 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,252 shares; 2024Q4: 3,012 shares; 2025Q1: 3,129 shares; 2025Q2: 2,929 shares; 2025Q3: 2,970 shares; 2025Q4: 3,735 shares 3,735 $648K 0.01% +765 Timeline WCC WESCO INTL INC More: the full row for WESCO INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,401 shares; 2024Q4: 2,276 shares; 2025Q1: 2,360 shares; 2025Q2: 2,597 shares; 2025Q3: 2,605 shares; 2025Q4: 2,646 shares 2,646 $647K 0.01% +41 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,655 shares; 2024Q4: 13,552 shares; 2025Q1: 13,505 shares; 2025Q2: 12,898 shares; 2025Q3: 13,196 shares; 2025Q4: 12,815 shares 12,815 $641K 0.01% -381 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,670 shares; 2024Q4: 5,295 shares; 2025Q1: 5,279 shares; 2025Q2: 5,558 shares; 2025Q3: 5,611 shares; 2025Q4: 5,642 shares 5,642 $631K 0.01% +31 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,593 shares; 2024Q4: 4,428 shares; 2025Q1: 4,540 shares; 2025Q2: 4,134 shares; 2025Q3: 4,207 shares; 2025Q4: 4,199 shares 4,199 $626K 0.01% -8 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,889 shares; 2024Q4: 17,276 shares; 2025Q1: 17,951 shares; 2025Q2: 15,075 shares; 2025Q3: 16,131 shares; 2025Q4: 15,935 shares 15,935 $624K 0.01% -196 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,268 shares; 2024Q4: 3,046 shares; 2025Q1: 3,306 shares; 2025Q2: 2,965 shares; 2025Q3: 2,915 shares; 2025Q4: 2,583 shares 2,583 $622K 0.01% -332 Timeline VNO VORNADO RLTY TR More: the full row for VORNADO RLTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,596 shares; 2024Q4: 19,516 shares; 2025Q1: 19,685 shares; 2025Q2: 19,437 shares; 2025Q3: 19,418 shares; 2025Q4: 18,657 shares 18,657 $621K 0.01% -761 Timeline AU ANGLOGOLD ASHANTI PLC More: the full row for ANGLOGOLD ASHANTI PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,274 shares; 2025Q2: 7,274 shares; 2025Q3: 7,274 shares; 2025Q4: 7,274 shares 7,274 $620K 0.01% 0 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,928 shares; 2024Q4: 5,870 shares; 2025Q1: 5,344 shares; 2025Q2: 5,895 shares; 2025Q3: 5,810 shares; 2025Q4: 5,756 shares 5,756 $616K 0.01% -54 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,384 shares; 2025Q2: 4,368 shares; 2025Q3: 4,368 shares; 2025Q4: 4,368 shares 4,368 $616K 0.01% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,608 shares; 2024Q4: 3,631 shares; 2025Q1: 3,688 shares; 2025Q2: 3,553 shares; 2025Q3: 3,399 shares; 2025Q4: 3,340 shares 3,340 $615K 0.01% -59 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,426 shares; 2024Q4: 20,894 shares; 2025Q1: 17,595 shares; 2025Q2: 8,913 shares; 2025Q3: 8,991 shares; 2025Q4: 8,305 shares 8,305 $612K 0.01% -686 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,118 shares; 2024Q4: 2,127 shares; 2025Q1: 1,649 shares; 2025Q2: 1,648 shares; 2025Q3: 1,651 shares; 2025Q4: 1,646 shares 1,646 $608K 0.01% -5 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,629 shares; 2024Q4: 1,002 shares; 2025Q1: 986 shares; 2025Q2: 980 shares; 2025Q3: 980 shares; 2025Q4: 998 shares 998 $604K 0.01% +18 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,205 shares; 2024Q4: 18,692 shares; 2025Q1: 18,602 shares; 2025Q2: 13,823 shares; 2025Q3: 14,616 shares; 2025Q4: 14,988 shares 14,988 $603K 0.01% +372 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,715 shares; 2024Q4: 7,789 shares; 2025Q1: 8,248 shares; 2025Q2: 6,229 shares; 2025Q3: 6,119 shares; 2025Q4: 7,009 shares 7,009 $596K 0.01% +890 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,895 shares; 2024Q4: 1,993 shares; 2025Q1: 2,373 shares; 2025Q2: 2,198 shares; 2025Q3: 2,215 shares; 2025Q4: 2,318 shares 2,318 $593K 0.01% +103 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,563 shares; 2024Q4: 8,165 shares; 2025Q1: 11,045 shares; 2025Q2: 9,208 shares; 2025Q3: 8,171 shares; 2025Q4: 8,795 shares 8,795 $592K 0.01% +624 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,438 shares; 2024Q4: 2,524 shares; 2025Q1: 3,189 shares; 2025Q2: 3,075 shares; 2025Q3: 3,108 shares; 2025Q4: 3,490 shares 3,490 $585K 0.01% +382 Timeline RPG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,160 shares; 2024Q4: 13,878 shares; 2025Q1: 13,763 shares; 2025Q2: 13,763 shares; 2025Q3: 13,634 shares; 2025Q4: 12,483 shares 12,483 $583K 0.01% -1,151 Timeline EVR EVERCORE INC More: the full row for EVERCORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,794 shares; 2024Q4: 1,785 shares; 2025Q1: 1,781 shares; 2025Q2: 1,727 shares; 2025Q3: 1,697 shares; 2025Q4: 1,701 shares 1,701 $579K 0.01% +4 Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,115 shares; 2024Q4: 9,229 shares; 2025Q1: 9,203 shares; 2025Q2: 8,992 shares; 2025Q3: 5,467 shares; 2025Q4: 5,455 shares 5,455 $574K 0.01% -12 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,030 shares 7,030 $574K 0.01% new Timeline SQM SOCIEDAD QUIMICA Y MINERA DE More: the full row for SOCIEDAD QUIMICA Y MINERA DE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,252 shares; 2024Q4: 8,234 shares; 2025Q1: 8,262 shares; 2025Q2: 8,285 shares; 2025Q3: 8,296 shares; 2025Q4: 8,296 shares 8,296 $571K 0.01% 0 Timeline VLY VALLEY NATL BANCORP More: the full row for VALLEY NATL BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,155 shares; 2024Q4: 51,230 shares; 2025Q1: 47,882 shares; 2025Q2: 48,407 shares; 2025Q3: 48,525 shares; 2025Q4: 48,510 shares 48,510 $567K 0.01% -15 Timeline JLL JONES LANG LASALLE INC More: the full row for JONES LANG LASALLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,570 shares; 2024Q4: 1,617 shares; 2025Q1: 1,936 shares; 2025Q2: 1,635 shares; 2025Q3: 1,638 shares; 2025Q4: 1,668 shares 1,668 $561K 0.01% +30 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,492 shares; 2024Q4: 2,749 shares; 2025Q1: 2,697 shares; 2025Q2: 2,257 shares; 2025Q3: 2,319 shares; 2025Q4: 2,694 shares 2,694 $560K 0.01% +375 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,783 shares; 2024Q4: 1,646 shares; 2025Q1: 1,653 shares; 2025Q2: 1,582 shares; 2025Q3: 1,433 shares; 2025Q4: 1,473 shares 1,473 $559K 0.01% +40 Timeline XETYX EATON VANCE TAX-MANAGED DIVE More: the full row for EATON VANCE TAX-MANAGED DIVE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,329 shares; 2024Q4: 41,338 shares; 2025Q1: 41,338 shares; 2025Q2: 39,274 shares; 2025Q3: 36,392 shares; 2025Q4: 36,392 shares 36,392 $558K 0.01% 0 Timeline UHAL-B U HAUL HOLDING COMPANY More: the full row for U HAUL HOLDING COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,950 shares; 2024Q4: 14,877 shares; 2025Q1: 14,877 shares; 2025Q2: 12,689 shares; 2025Q3: 11,957 shares; 2025Q4: 11,921 shares 11,921 $557K 0.01% -36 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,684 shares; 2024Q4: 6,633 shares; 2025Q1: 7,699 shares; 2025Q2: 6,355 shares; 2025Q3: 6,247 shares; 2025Q4: 6,283 shares 6,283 $554K 0.01% +36 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,024 shares; 2024Q4: 13,559 shares; 2025Q1: 13,852 shares; 2025Q2: 12,147 shares; 2025Q3: 12,087 shares; 2025Q4: 12,104 shares 12,104 $551K 0.01% +17 Timeline ZBRA ZEBRA TECHNOLOGIES CORPORATI More: the full row for ZEBRA TECHNOLOGIES CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,052 shares; 2024Q4: 3,063 shares; 2025Q1: 2,904 shares; 2025Q2: 3,083 shares; 2025Q3: 2,862 shares; 2025Q4: 2,254 shares 2,254 $547K 0.01% -608 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,102 shares; 2024Q4: 21,959 shares; 2025Q1: 21,876 shares; 2025Q2: 10,063 shares; 2025Q3: 9,980 shares; 2025Q4: 11,434 shares 11,434 $547K 0.01% +1,454 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,948 shares; 2024Q4: 2,056 shares; 2025Q1: 2,322 shares; 2025Q2: 2,234 shares; 2025Q3: 2,528 shares; 2025Q4: 2,132 shares 2,132 $546K 0.01% -396 Timeline GFL GFL ENVIRONMENTAL INC More: the full row for GFL ENVIRONMENTAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,608 shares; 2024Q4: 12,608 shares; 2025Q1: 12,608 shares; 2025Q2: 12,631 shares; 2025Q3: 12,608 shares; 2025Q4: 12,708 shares 12,708 $546K 0.01% +100 Timeline U UNITY SOFTWARE INC More: the full row for UNITY SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,710 shares; 2024Q4: 14,126 shares; 2025Q1: 14,218 shares; 2025Q2: 12,385 shares; 2025Q3: 12,398 shares; 2025Q4: 12,340 shares 12,340 $545K <0.01% -58 Timeline FTV FORTIVE CORP More: the full row for FORTIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,341 shares; 2024Q4: 13,243 shares; 2025Q1: 13,241 shares; 2025Q2: 10,736 shares; 2025Q3: 10,124 shares; 2025Q4: 9,841 shares 9,841 $543K <0.01% -283 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,366 shares; 2024Q4: 2,447 shares; 2025Q1: 2,521 shares; 2025Q2: 2,263 shares; 2025Q3: 2,274 shares; 2025Q4: 2,263 shares 2,263 $542K <0.01% -11 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,100 shares; 2024Q4: 11,840 shares; 2025Q1: 11,840 shares; 2025Q2: 11,840 shares; 2025Q3: 11,840 shares; 2025Q4: 11,840 shares 11,840 $539K <0.01% 0 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,326 shares; 2024Q4: 6,522 shares; 2025Q1: 7,455 shares; 2025Q2: 7,710 shares; 2025Q3: 6,390 shares; 2025Q4: 6,471 shares 6,471 $537K <0.01% +81 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,139 shares; 2024Q4: 1,152 shares; 2025Q1: 1,139 shares; 2025Q2: 1,121 shares; 2025Q3: 1,049 shares; 2025Q4: 1,102 shares 1,102 $537K <0.01% +53 Timeline R RYDER SYS INC More: the full row for RYDER SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,721 shares; 2024Q4: 2,708 shares; 2025Q1: 2,761 shares; 2025Q2: 2,776 shares; 2025Q3: 2,795 shares; 2025Q4: 2,805 shares 2,805 $537K <0.01% +10 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,946 shares; 2024Q4: 24,382 shares; 2025Q1: 24,766 shares; 2025Q2: 20,164 shares; 2025Q3: 20,499 shares; 2025Q4: 19,674 shares 19,674 $533K <0.01% -825 Timeline NVR NVR INC More: the full row for NVR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43 shares; 2024Q4: 44 shares; 2025Q1: 44 shares; 2025Q2: 57 shares; 2025Q3: 66 shares; 2025Q4: 73 shares 73 $532K <0.01% +7 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,406 shares; 2024Q4: 2,503 shares; 2025Q1: 2,494 shares; 2025Q2: 2,573 shares; 2025Q3: 2,600 shares; 2025Q4: 2,581 shares 2,581 $532K <0.01% -19 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,886 shares; 2024Q4: 2,114 shares; 2025Q1: 2,418 shares; 2025Q2: 2,886 shares; 2025Q3: 3,267 shares; 2025Q4: 3,608 shares 3,608 $522K <0.01% +341 Timeline ARGX ARGENX SE More: the full row for ARGENX SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 600 shares; 2024Q4: 603 shares; 2025Q1: 624 shares; 2025Q2: 596 shares; 2025Q3: 602 shares; 2025Q4: 619 shares 619 $521K <0.01% +17 Timeline AMG AFFILIATED MANAGERS GROUP More: the full row for AFFILIATED MANAGERS GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,793 shares; 2024Q4: 1,804 shares; 2025Q1: 1,802 shares; 2025Q2: 1,776 shares; 2025Q3: 1,775 shares; 2025Q4: 1,801 shares 1,801 $519K <0.01% +26 Timeline RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,301 shares; 2024Q4: 13,273 shares; 2025Q1: 13,273 shares; 2025Q2: 13,295 shares; 2025Q3: 13,017 shares; 2025Q4: 12,841 shares 12,841 $519K <0.01% -176 Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,024 shares; 2024Q4: 4,094 shares; 2025Q1: 4,210 shares; 2025Q2: 4,056 shares; 2025Q3: 4,081 shares; 2025Q4: 4,061 shares 4,061 $518K <0.01% -20 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 362 shares; 2025Q4: 929 shares 929 $513K <0.01% +567 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,125 shares; 2024Q4: 5,220 shares; 2025Q1: 5,427 shares; 2025Q2: 4,627 shares; 2025Q3: 4,922 shares; 2025Q4: 4,973 shares 4,973 $511K <0.01% +51 Timeline EMN EASTMAN CHEM CO More: the full row for EASTMAN CHEM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,645 shares; 2024Q4: 6,470 shares; 2025Q1: 6,472 shares; 2025Q2: 5,948 shares; 2025Q3: 6,001 shares; 2025Q4: 8,006 shares 8,006 $511K <0.01% +2,005 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,286 shares; 2024Q4: 3,173 shares; 2025Q1: 2,819 shares; 2025Q2: 1,899 shares; 2025Q3: 2,256 shares; 2025Q4: 2,249 shares 2,249 $507K <0.01% -7 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,619 shares; 2024Q4: 7,568 shares; 2025Q1: 8,364 shares; 2025Q2: 6,294 shares; 2025Q3: 6,385 shares; 2025Q4: 6,179 shares 6,179 $507K <0.01% -206 Timeline BLD TOPBUILD COR More: the full row for TOPBUILD COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,236 shares; 2024Q4: 1,394 shares; 2025Q1: 1,682 shares; 2025Q2: 1,361 shares; 2025Q3: 1,192 shares; 2025Q4: 1,214 shares 1,214 $506K <0.01% +22 Timeline MFG MIZUHO FINANCIAL GROUP INC More: the full row for MIZUHO FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,610 shares; 2024Q4: 57,890 shares; 2025Q1: 60,960 shares; 2025Q2: 58,370 shares; 2025Q3: 59,360 shares; 2025Q4: 69,145 shares 69,145 $506K <0.01% +9,785 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,140 shares; 2024Q4: 1,140 shares; 2025Q1: 1,140 shares; 2025Q2: 1,140 shares; 2025Q3: 1,096 shares; 2025Q4: 1,053 shares 1,053 $506K <0.01% -43 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 422 shares; 2025Q3: 519 shares; 2025Q4: 542 shares 542 $506K <0.01% +23 Timeline