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: 47,578 shares; 2024Q4: 55,957 shares; 2025Q1: 39,049 shares; 2025Q2: 63,867 shares; 2025Q3: 60,248 shares; 2025Q4: 59,625 shares 59,625 $40.8M 4.43% -623 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: 147,043 shares; 2024Q4: 145,398 shares; 2025Q1: 138,201 shares; 2025Q2: 148,020 shares; 2025Q3: 146,552 shares; 2025Q4: 146,993 shares 146,993 $40M 4.34% +441 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: 128,513 shares; 2024Q4: 122,669 shares; 2025Q1: 127,973 shares; 2025Q2: 124,566 shares; 2025Q3: 115,231 shares; 2025Q4: 104,940 shares 104,940 $32.8M 3.57% -10,291 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: 65,497 shares; 2024Q4: 65,057 shares; 2025Q1: 67,232 shares; 2025Q2: 63,664 shares; 2025Q3: 63,073 shares; 2025Q4: 64,480 shares 64,480 $31.2M 3.39% +1,407 Timeline BBEU J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 293,047 shares; 2024Q4: 315,200 shares; 2025Q1: 329,796 shares; 2025Q2: 350,398 shares; 2025Q3: 362,897 shares; 2025Q4: 378,649 shares 378,649 $27.8M 3.01% +15,752 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: 90,934 shares; 2024Q4: 87,479 shares; 2025Q1: 84,872 shares; 2025Q2: 82,186 shares; 2025Q3: 85,273 shares; 2025Q4: 82,035 shares 82,035 $18.9M 2.06% -3,238 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: 34,356 shares; 2024Q4: 36,919 shares; 2025Q1: 32,973 shares; 2025Q2: 33,358 shares; 2025Q3: 34,546 shares; 2025Q4: 33,990 shares 33,990 $17.1M 1.86% -556 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: 133,926 shares; 2024Q4: 133,255 shares; 2025Q1: 133,358 shares; 2025Q2: 135,305 shares; 2025Q3: 137,157 shares; 2025Q4: 136,885 shares 136,885 $14.7M 1.6% -272 Timeline EMXC 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: 128,542 shares; 2024Q4: 159,341 shares; 2025Q1: 166,826 shares; 2025Q2: 175,347 shares; 2025Q3: 182,465 shares; 2025Q4: 192,531 shares 192,531 $14M 1.52% +10,066 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: 71,830 shares; 2024Q4: 49,288 shares; 2025Q1: 48,757 shares; 2025Q2: 38,989 shares; 2025Q3: 47,153 shares; 2025Q4: 45,956 shares 45,956 $13.6M 1.48% -1,197 Timeline AGG 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: 126,141 shares; 2024Q4: 124,754 shares; 2025Q1: 127,298 shares; 2025Q2: 129,661 shares; 2025Q3: 132,727 shares; 2025Q4: 135,525 shares 135,525 $13.5M 1.47% +2,798 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: 10,912 shares; 2024Q4: 10,813 shares; 2025Q1: 10,649 shares; 2025Q2: 10,496 shares; 2025Q3: 13,169 shares; 2025Q4: 12,425 shares 12,425 $13.4M 1.45% -744 Timeline IPAC 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: 110,162 shares; 2024Q4: 152,137 shares; 2025Q1: 156,840 shares; 2025Q2: 163,950 shares; 2025Q3: 165,292 shares; 2025Q4: 177,057 shares 177,057 $13M 1.41% +11,765 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 139,782 shares; 2025Q1: 173,945 shares; 2025Q2: 261,736 shares; 2025Q3: 313,913 shares; 2025Q4: 390,231 shares 390,231 $12.8M 1.39% +76,318 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,567 shares; 2024Q4: 46,995 shares; 2025Q1: 55,554 shares; 2025Q2: 47,459 shares; 2025Q3: 36,952 shares; 2025Q4: 35,732 shares 35,732 $12.4M 1.34% -1,220 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: 44,360 shares; 2024Q4: 43,165 shares; 2025Q1: 40,895 shares; 2025Q2: 41,114 shares; 2025Q3: 39,116 shares; 2025Q4: 38,200 shares 38,200 $12.3M 1.34% -916 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,478 shares; 2024Q4: 113,948 shares; 2025Q1: 118,719 shares; 2025Q2: 125,320 shares; 2025Q3: 127,788 shares; 2025Q4: 135,456 shares 135,456 $11.5M 1.25% +7,668 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: 71,927 shares; 2024Q4: 69,079 shares; 2025Q1: 53,983 shares; 2025Q2: 51,821 shares; 2025Q3: 50,724 shares; 2025Q4: 48,809 shares 48,809 $10.1M 1.1% -1,915 Timeline TEVA TEVA PHARMACEUTICAL INDS LTD More: the full row for TEVA PHARMACEUTICAL INDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 236,765 shares; 2024Q4: 233,525 shares; 2025Q1: 377,031 shares; 2025Q2: 314,305 shares; 2025Q3: 370,436 shares; 2025Q4: 322,480 shares 322,480 $10.1M 1.09% -47,956 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 184,497 shares; 2024Q4: 184,981 shares; 2025Q1: 178,510 shares; 2025Q2: 173,914 shares; 2025Q3: 171,396 shares; 2025Q4: 170,757 shares 170,757 $10M 1.09% -639 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: 74,976 shares; 2024Q4: 72,103 shares; 2025Q1: 79,111 shares; 2025Q2: 63,152 shares; 2025Q3: 58,520 shares; 2025Q4: 55,806 shares 55,806 $9.91M 1.08% -2,714 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: 22,996 shares; 2024Q4: 44,964 shares; 2025Q1: 44,795 shares; 2025Q2: 42,755 shares; 2025Q3: 49,835 shares; 2025Q4: 52,297 shares 52,297 $9.63M 1.05% +2,462 Timeline JIRE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 43,906 shares; 2025Q1: 60,134 shares; 2025Q2: 82,571 shares; 2025Q3: 99,759 shares; 2025Q4: 128,163 shares 128,163 $9.6M 1.04% +28,404 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: not reported; 2024Q4: 6,230 shares; 2025Q1: 12,498 shares; 2025Q2: 13,062 shares; 2025Q3: 13,057 shares; 2025Q4: 13,909 shares 13,909 $9.18M 1% +852 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 26,143 shares; 2025Q1: 70,729 shares; 2025Q2: 85,782 shares; 2025Q3: 109,004 shares; 2025Q4: 121,997 shares 121,997 $9.05M 0.98% +12,993 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: not reported; 2024Q4: not reported; 2025Q1: 8,442 shares; 2025Q2: 12,861 shares; 2025Q3: 12,591 shares; 2025Q4: 11,528 shares 11,528 $8.9M 0.97% -1,063 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: not reported; 2024Q4: 29,581 shares; 2025Q1: 77,241 shares; 2025Q2: 89,704 shares; 2025Q3: 114,481 shares; 2025Q4: 113,452 shares 113,452 $8.74M 0.95% -1,029 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: 17,414 shares; 2024Q4: 12,818 shares; 2025Q1: 10,902 shares; 2025Q2: 10,672 shares; 2025Q3: 94,913 shares; 2025Q4: 134,410 shares 134,410 $8.56M 0.93% +39,497 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: 74,164 shares; 2024Q4: 71,392 shares; 2025Q1: 78,356 shares; 2025Q2: 97,243 shares; 2025Q3: 108,012 shares; 2025Q4: 105,295 shares 105,295 $8.45M 0.92% -2,717 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: not reported; 2024Q4: 25,870 shares; 2025Q1: 41,544 shares; 2025Q2: 33,455 shares; 2025Q3: 40,061 shares; 2025Q4: 48,705 shares 48,705 $8.45M 0.92% +8,644 Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,134 shares; 2024Q4: 51,826 shares; 2025Q1: 57,736 shares; 2025Q2: 56,464 shares; 2025Q3: 58,059 shares; 2025Q4: 60,549 shares 60,549 $8.41M 0.91% +2,490 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: 96,465 shares; 2024Q4: 96,364 shares; 2025Q1: 111,645 shares; 2025Q2: 83,922 shares; 2025Q3: 86,297 shares; 2025Q4: 84,617 shares 84,617 $8.13M 0.88% -1,680 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: 69,269 shares; 2024Q4: 66,392 shares; 2025Q1: 75,697 shares; 2025Q2: 65,169 shares; 2025Q3: 65,255 shares; 2025Q4: 65,926 shares 65,926 $7.93M 0.86% +671 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,795 shares; 2025Q3: 9,113 shares; 2025Q4: 7,367 shares 7,367 $7.88M 0.86% -1,746 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: 917 shares; 2024Q4: 23,284 shares; 2025Q1: 21,321 shares; 2025Q2: 17,021 shares; 2025Q3: 18,264 shares; 2025Q4: 22,772 shares 22,772 $7.84M 0.85% +4,508 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: 99,743 shares; 2024Q4: 103,081 shares; 2025Q1: 128,414 shares; 2025Q2: 126,822 shares; 2025Q3: 131,070 shares; 2025Q4: 134,291 shares 134,291 $7.63M 0.83% +3,221 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: 102,788 shares; 2024Q4: 100,831 shares; 2025Q1: 67,421 shares; 2025Q2: 66,223 shares; 2025Q3: 63,507 shares; 2025Q4: 60,247 shares 60,247 $7.52M 0.82% -3,260 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: 25,542 shares; 2024Q4: 27,752 shares; 2025Q1: 27,215 shares; 2025Q2: 26,305 shares; 2025Q3: 24,544 shares; 2025Q4: 23,673 shares 23,673 $7.29M 0.79% -871 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: 61,833 shares; 2024Q4: 63,565 shares; 2025Q1: 138,311 shares; 2025Q2: 126,436 shares; 2025Q3: 108,558 shares; 2025Q4: 109,025 shares 109,025 $7.2M 0.78% +467 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: 31,911 shares; 2024Q4: 51,501 shares; 2025Q1: 52,219 shares; 2025Q2: 48,637 shares; 2025Q3: 47,945 shares; 2025Q4: 46,187 shares 46,187 $7.09M 0.77% -1,758 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,583 shares; 2024Q4: 59,318 shares; 2025Q1: 80,364 shares; 2025Q2: 82,424 shares; 2025Q3: 83,702 shares; 2025Q4: 148,960 shares 148,960 $7.01M 0.76% +65,258 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: 96,765 shares; 2024Q4: 82,925 shares; 2025Q1: 58,214 shares; 2025Q2: 56,164 shares; 2025Q3: 64,089 shares; 2025Q4: 62,674 shares 62,674 $6.98M 0.76% -1,415 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: not reported; 2024Q4: 370,624 shares; 2025Q1: 373,168 shares; 2025Q2: 287,046 shares; 2025Q3: 286,885 shares; 2025Q4: 382,176 shares 382,176 $6.63M 0.72% +95,291 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: 33,749 shares; 2024Q4: 33,094 shares; 2025Q1: 24,253 shares; 2025Q2: 23,850 shares; 2025Q3: 24,247 shares; 2025Q4: 24,248 shares 24,248 $6.62M 0.72% +1 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: not reported; 2024Q4: 14,589 shares; 2025Q1: 16,088 shares; 2025Q2: 15,901 shares; 2025Q3: 15,856 shares; 2025Q4: 21,401 shares 21,401 $6.54M 0.71% +5,545 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: 57,485 shares; 2024Q4: 86,600 shares; 2025Q1: 87,212 shares; 2025Q2: 88,552 shares; 2025Q3: 89,556 shares; 2025Q4: 67,561 shares 67,561 $6.5M 0.71% -21,995 Timeline UITB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 25,390 shares; 2025Q2: 56,956 shares; 2025Q3: 95,381 shares; 2025Q4: 134,996 shares 134,996 $6.39M 0.69% +39,615 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: 123,267 shares; 2024Q4: 125,848 shares; 2025Q1: 126,000 shares; 2025Q2: 120,710 shares; 2025Q3: 119,039 shares; 2025Q4: 115,882 shares 115,882 $6.37M 0.69% -3,157 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: 106,787 shares; 2024Q4: 104,920 shares; 2025Q1: 105,405 shares; 2025Q2: 102,770 shares; 2025Q3: 67,686 shares; 2025Q4: 46,910 shares 46,910 $6.34M 0.69% -20,776 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 50,156 shares; 2025Q4: 42,530 shares 42,530 $6.02M 0.65% -7,626 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,964 shares; 2024Q4: 22,810 shares; 2025Q1: 17,734 shares; 2025Q2: 17,057 shares; 2025Q3: 18,064 shares; 2025Q4: 17,001 shares 17,001 $5.98M 0.65% -1,063 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: not reported; 2024Q4: not reported; 2025Q1: 4,537 shares; 2025Q2: 9,205 shares; 2025Q3: 13,539 shares; 2025Q4: 15,393 shares 15,393 $5.9M 0.64% +1,854 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: 5,606 shares; 2024Q4: 5,529 shares; 2025Q1: 5,221 shares; 2025Q2: 4,905 shares; 2025Q3: 4,544 shares; 2025Q4: 62,688 shares 62,688 $5.88M 0.64% +58,144 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: 66,868 shares; 2024Q4: 50,804 shares; 2025Q1: 58,191 shares; 2025Q2: 42,139 shares; 2025Q3: 45,660 shares; 2025Q4: 49,640 shares 49,640 $5.65M 0.61% +3,980 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: 20,524 shares; 2024Q4: 18,465 shares; 2025Q1: 11,893 shares; 2025Q2: 10,298 shares; 2025Q3: 12,812 shares; 2025Q4: 12,322 shares 12,322 $5.59M 0.61% -490 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: not reported; 2024Q4: 11,522 shares; 2025Q1: 16,501 shares; 2025Q2: 8,962 shares; 2025Q3: 17,300 shares; 2025Q4: 17,106 shares 17,106 $5.45M 0.59% -194 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: not reported; 2024Q4: not reported; 2025Q1: 7,649 shares; 2025Q2: 6,450 shares; 2025Q3: 12,201 shares; 2025Q4: 11,647 shares 11,647 $5.42M 0.59% -554 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: 75,683 shares; 2024Q4: 75,681 shares; 2025Q1: 78,863 shares; 2025Q2: 79,167 shares; 2025Q3: 78,730 shares; 2025Q4: 76,902 shares 76,902 $5.38M 0.58% -1,828 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: not reported; 2024Q4: not reported; 2025Q1: 22,378 shares; 2025Q2: 15,916 shares; 2025Q3: 15,135 shares; 2025Q4: 15,151 shares 15,151 $5.35M 0.58% +16 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,507 shares; 2024Q4: 8,708 shares; 2025Q1: 8,714 shares; 2025Q2: 8,501 shares; 2025Q3: 8,401 shares; 2025Q4: 8,501 shares 8,501 $5.22M 0.57% +100 Timeline EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE COS 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: 22,714 shares; 2025Q3: 41,142 shares; 2025Q4: 49,418 shares 49,418 $5.18M 0.56% +8,276 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: 53,241 shares; 2024Q4: 52,430 shares; 2025Q1: 51,960 shares; 2025Q2: 50,226 shares; 2025Q3: 50,096 shares; 2025Q4: 49,046 shares 49,046 $5.15M 0.56% -1,050 Timeline MCHI 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: 76,723 shares; 2024Q4: 74,990 shares; 2025Q1: 77,814 shares; 2025Q2: 81,791 shares; 2025Q3: 81,769 shares; 2025Q4: 84,318 shares 84,318 $5.06M 0.55% +2,549 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: 33,526 shares; 2024Q4: 29,931 shares; 2025Q1: 6,397 shares; 2025Q2: 5,499 shares; 2025Q3: 4,209 shares; 2025Q4: 21,894 shares 21,894 $5.01M 0.54% +17,685 Timeline BBCA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,053 shares; 2024Q4: 44,835 shares; 2025Q1: 45,533 shares; 2025Q2: 46,578 shares; 2025Q3: 49,575 shares; 2025Q4: 53,438 shares 53,438 $4.97M 0.54% +3,863 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,119 shares; 2025Q3: 15,061 shares; 2025Q4: 14,795 shares 14,795 $4.88M 0.53% -266 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: 50,010 shares; 2024Q4: 23,056 shares; 2025Q1: 10,882 shares; 2025Q2: 10,373 shares; 2025Q3: 9,956 shares; 2025Q4: 28,014 shares 28,014 $4.79M 0.52% +18,058 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: 52,096 shares; 2024Q4: 40,151 shares; 2025Q1: 20,256 shares; 2025Q2: 14,583 shares; 2025Q3: 14,539 shares; 2025Q4: 14,126 shares 14,126 $4.62M 0.5% -413 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: 29,637 shares; 2024Q4: 27,514 shares; 2025Q1: 29,018 shares; 2025Q2: 28,020 shares; 2025Q3: 28,332 shares; 2025Q4: 28,880 shares 28,880 $4.34M 0.47% +548 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: 10,395 shares; 2024Q4: 11,761 shares; 2025Q1: 12,910 shares; 2025Q2: 12,672 shares; 2025Q3: 14,234 shares; 2025Q4: 13,666 shares 13,666 $4.27M 0.46% -568 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: 15,977 shares; 2024Q4: 15,921 shares; 2025Q1: 15,921 shares; 2025Q2: 13,621 shares; 2025Q3: 13,621 shares; 2025Q4: 13,592 shares 13,592 $4.27M 0.46% -29 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: 2,278 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 40,234 shares; 2025Q3: 34,335 shares; 2025Q4: 19,566 shares 19,566 $4.19M 0.46% -14,769 Timeline VGLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 27,277 shares; 2025Q1: 49,178 shares; 2025Q2: 57,234 shares; 2025Q3: 64,714 shares; 2025Q4: 73,012 shares 73,012 $4.07M 0.44% +8,298 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,486 shares; 2025Q1: 22,109 shares; 2025Q2: 26,388 shares; 2025Q3: 34,814 shares; 2025Q4: 52,646 shares 52,646 $3.99M 0.43% +17,832 Timeline FELG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,496 shares; 2025Q1: 42,845 shares; 2025Q2: 51,998 shares; 2025Q3: 65,610 shares; 2025Q4: 95,010 shares 95,010 $3.96M 0.43% +29,400 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: not reported; 2024Q4: not reported; 2025Q1: 26,094 shares; 2025Q2: 29,078 shares; 2025Q3: 28,959 shares; 2025Q4: 27,333 shares 27,333 $3.96M 0.43% -1,626 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: 16,243 shares; 2024Q4: 15,576 shares; 2025Q1: 13,625 shares; 2025Q2: 10,487 shares; 2025Q3: 10,319 shares; 2025Q4: 10,117 shares 10,117 $3.94M 0.43% -202 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,799 shares; 2024Q4: 28,552 shares; 2025Q1: 37,437 shares; 2025Q2: 29,858 shares; 2025Q3: 29,590 shares; 2025Q4: 29,403 shares 29,403 $3.89M 0.42% -187 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: 82,477 shares; 2024Q4: 55,416 shares; 2025Q1: 42,163 shares; 2025Q2: 40,626 shares; 2025Q3: 29,663 shares; 2025Q4: 29,266 shares 29,266 $3.88M 0.42% -397 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,713 shares; 2025Q1: 25,163 shares; 2025Q2: 34,322 shares; 2025Q3: 40,346 shares; 2025Q4: 50,241 shares 50,241 $3.87M 0.42% +9,895 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,190 shares; 2024Q4: 36,515 shares; 2025Q1: 39,576 shares; 2025Q2: 38,305 shares; 2025Q3: 37,841 shares; 2025Q4: 77,718 shares 77,718 $3.32M 0.36% +39,877 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: 29,607 shares; 2024Q4: 31,087 shares; 2025Q1: 31,999 shares; 2025Q2: 25,588 shares; 2025Q3: 25,783 shares; 2025Q4: 27,796 shares 27,796 $3.26M 0.35% +2,013 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 88,871 shares 88,871 $3.26M 0.35% new 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: not reported; 2024Q4: 8,324 shares; 2025Q1: not reported; 2025Q2: 7,653 shares; 2025Q3: 7,570 shares; 2025Q4: 21,787 shares 21,787 $3.08M 0.33% +14,217 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: 73,592 shares; 2024Q4: 72,324 shares; 2025Q1: 79,104 shares; 2025Q2: 63,785 shares; 2025Q3: 63,541 shares; 2025Q4: 75,010 shares 75,010 $3.06M 0.33% +11,469 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: 37,298 shares; 2024Q4: 27,128 shares; 2025Q1: 26,775 shares; 2025Q2: 26,364 shares; 2025Q3: 25,860 shares; 2025Q4: 24,988 shares 24,988 $3M 0.33% -872 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: 11,898 shares; 2024Q4: 11,865 shares; 2025Q1: 11,865 shares; 2025Q2: 11,847 shares; 2025Q3: 11,829 shares; 2025Q4: 11,470 shares 11,470 $2.95M 0.32% -359 Timeline FHN FIRST HORIZON CORPORATION More: the full row for FIRST HORIZON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 465,513 shares; 2024Q4: 153,764 shares; 2025Q1: 161,866 shares; 2025Q2: 146,874 shares; 2025Q3: 124,959 shares; 2025Q4: 123,393 shares 123,393 $2.95M 0.32% -1,566 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 35,396 shares; 2025Q4: 34,690 shares 34,690 $2.95M 0.32% -706 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,924 shares; 2024Q4: 8,085 shares; 2025Q1: 9,522 shares; 2025Q2: 9,382 shares; 2025Q3: 9,438 shares; 2025Q4: 9,529 shares 9,529 $2.88M 0.31% +91 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: 40,414 shares; 2024Q4: 45,504 shares; 2025Q1: 51,944 shares; 2025Q2: 43,437 shares; 2025Q3: 14,898 shares; 2025Q4: 14,498 shares 14,498 $2.83M 0.31% -400 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE 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: 61,090 shares 61,090 $2.67M 0.29% new 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: 92,695 shares; 2024Q4: 57,167 shares; 2025Q1: 80,089 shares; 2025Q2: 59,836 shares; 2025Q3: 52,104 shares; 2025Q4: 52,061 shares 52,061 $2.64M 0.29% -43 Timeline PFFD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 120,240 shares; 2025Q4: 122,595 shares 122,595 $2.32M 0.25% +2,355 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: 15,049 shares; 2024Q4: 14,512 shares; 2025Q1: 15,471 shares; 2025Q2: 13,747 shares; 2025Q3: 13,750 shares; 2025Q4: 14,583 shares 14,583 $2.22M 0.24% +833 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: 15,468 shares; 2024Q4: 15,469 shares; 2025Q1: 16,392 shares; 2025Q2: 19,111 shares; 2025Q3: 18,708 shares; 2025Q4: 19,295 shares 19,295 $2.18M 0.24% +587 Timeline FESM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,043 shares; 2025Q1: 29,149 shares; 2025Q2: 34,969 shares; 2025Q3: 39,620 shares; 2025Q4: 57,102 shares 57,102 $2.16M 0.23% +17,482 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: not reported; 2024Q4: 19,074 shares; 2025Q1: 28,157 shares; 2025Q2: 28,489 shares; 2025Q3: 28,490 shares; 2025Q4: 36,718 shares 36,718 $2.15M 0.23% +8,228 Timeline JMEE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,401 shares; 2025Q1: 15,350 shares; 2025Q2: 18,489 shares; 2025Q3: 22,259 shares; 2025Q4: 32,685 shares 32,685 $2.1M 0.23% +10,426 Timeline USMC PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,038 shares; 2025Q2: 9,749 shares; 2025Q3: 20,360 shares; 2025Q4: 30,658 shares 30,658 $2.1M 0.23% +10,298 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: 22,901 shares; 2024Q4: 22,777 shares; 2025Q1: 29,589 shares; 2025Q2: 41,092 shares; 2025Q3: 40,386 shares; 2025Q4: 44,539 shares 44,539 $2.08M 0.23% +4,153 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: 17,749 shares; 2024Q4: 19,405 shares; 2025Q1: 22,058 shares; 2025Q2: 24,012 shares; 2025Q3: 28,062 shares; 2025Q4: 28,047 shares 28,047 $2.06M 0.22% -15 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,337 shares; 2024Q4: 65,905 shares; 2025Q1: 84,012 shares; 2025Q2: 78,929 shares; 2025Q3: 79,737 shares; 2025Q4: 78,217 shares 78,217 $2.06M 0.22% -1,520 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,650 shares; 2024Q4: 82,517 shares; 2025Q1: 100,055 shares; 2025Q2: 94,778 shares; 2025Q3: 93,621 shares; 2025Q4: 99,389 shares 99,389 $2.05M 0.22% +5,768 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: 42,355 shares; 2024Q4: 50,620 shares; 2025Q1: 71,973 shares; 2025Q2: 72,400 shares; 2025Q3: 70,466 shares; 2025Q4: 74,062 shares 74,062 $2.01M 0.22% +3,596 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: 240,002 shares; 2024Q4: 185,302 shares; 2025Q1: 134,788 shares; 2025Q2: 135,277 shares; 2025Q3: 64,666 shares; 2025Q4: 64,320 shares 64,320 $1.99M 0.22% -346 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: 11,730 shares; 2024Q4: 11,332 shares; 2025Q1: 12,270 shares; 2025Q2: 8,685 shares; 2025Q3: 8,481 shares; 2025Q4: 8,846 shares 8,846 $1.85M 0.2% +365 Timeline IVZ INVESCO LTD More: the full row for INVESCO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,507 shares; 2024Q4: 71,686 shares; 2025Q1: 77,463 shares; 2025Q2: 75,023 shares; 2025Q3: 72,169 shares; 2025Q4: 69,673 shares 69,673 $1.83M 0.2% -2,496 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: 7,405 shares; 2024Q4: 7,305 shares; 2025Q1: 4,705 shares; 2025Q2: 4,705 shares; 2025Q3: 4,705 shares; 2025Q4: 9,677 shares 9,677 $1.8M 0.2% +4,972 Timeline FYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 27,265 shares; 2025Q2: 36,252 shares; 2025Q3: 43,229 shares; 2025Q4: 54,638 shares 54,638 $1.78M 0.19% +11,409 Timeline USIG 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: not reported; 2025Q1: not reported; 2025Q2: 32,765 shares; 2025Q3: 33,111 shares; 2025Q4: 33,634 shares 33,634 $1.74M 0.19% +523 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: 37,097 shares; 2024Q4: 32,399 shares; 2025Q1: 34,047 shares; 2025Q2: 32,536 shares; 2025Q3: 32,066 shares; 2025Q4: 32,065 shares 32,065 $1.73M 0.19% -1 Timeline LNC LINCOLN NATL CORP IND More: the full row for LINCOLN NATL CORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,212 shares; 2024Q4: 37,539 shares; 2025Q1: 39,450 shares; 2025Q2: 38,595 shares; 2025Q3: 37,524 shares; 2025Q4: 38,438 shares 38,438 $1.71M 0.19% +914 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: 17,359 shares; 2024Q4: 17,578 shares; 2025Q1: 18,688 shares; 2025Q2: 16,948 shares; 2025Q3: 16,497 shares; 2025Q4: 19,367 shares 19,367 $1.71M 0.19% +2,870 Timeline SKT TANGER INC More: the full row for TANGER 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: 35,083 shares; 2025Q3: 48,333 shares; 2025Q4: 50,925 shares 50,925 $1.7M 0.18% +2,592 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: 13,914 shares; 2024Q4: 14,079 shares; 2025Q1: 15,708 shares; 2025Q2: 18,191 shares; 2025Q3: 18,196 shares; 2025Q4: 19,126 shares 19,126 $1.69M 0.18% +930 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,037 shares; 2024Q4: 17,679 shares; 2025Q1: 20,733 shares; 2025Q2: 28,183 shares; 2025Q3: 28,183 shares; 2025Q4: 27,865 shares 27,865 $1.63M 0.18% -318 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,935 shares; 2025Q3: 18,874 shares; 2025Q4: 19,708 shares 19,708 $1.56M 0.17% +834 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: 3,952 shares; 2024Q4: 2,416 shares; 2025Q1: 2,749 shares; 2025Q2: 2,730 shares; 2025Q3: 2,769 shares; 2025Q4: 3,175 shares 3,175 $1.54M 0.17% +406 Timeline NJR NEW JERSEY RES CORP More: the full row for NEW JERSEY RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,139 shares; 2024Q4: 25,522 shares; 2025Q1: 27,614 shares; 2025Q2: 31,028 shares; 2025Q3: 31,088 shares; 2025Q4: 33,215 shares 33,215 $1.53M 0.17% +2,127 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,984 shares; 2025Q4: 26,179 shares 26,179 $1.51M 0.16% +3,195 Timeline MC MOELIS & CO More: the full row for MOELIS & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,462 shares; 2025Q2: 22,045 shares; 2025Q3: 21,118 shares; 2025Q4: 21,402 shares 21,402 $1.47M 0.16% +284 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,104 shares 25,104 $1.47M 0.16% new Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,797 shares; 2025Q4: 22,880 shares 22,880 $1.41M 0.15% +1,083 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: 14,257 shares; 2024Q4: 13,779 shares; 2025Q1: 17,025 shares; 2025Q2: 24,975 shares; 2025Q3: 24,464 shares; 2025Q4: 16,211 shares 16,211 $1.41M 0.15% -8,253 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,905 shares; 2024Q4: 16,846 shares; 2025Q1: 12,446 shares; 2025Q2: 17,193 shares; 2025Q3: 20,327 shares; 2025Q4: 20,649 shares 20,649 $1.38M 0.15% +322 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: 50,899 shares; 2024Q4: 50,793 shares; 2025Q1: 58,068 shares; 2025Q2: 53,622 shares; 2025Q3: 52,881 shares; 2025Q4: 55,130 shares 55,130 $1.37M 0.15% +2,249 Timeline DFGX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,026 shares; 2025Q2: 10,968 shares; 2025Q3: 17,758 shares; 2025Q4: 25,711 shares 25,711 $1.35M 0.15% +7,953 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: 9,989 shares; 2024Q4: 10,279 shares; 2025Q1: 11,438 shares; 2025Q2: 11,378 shares; 2025Q3: 11,317 shares; 2025Q4: 13,134 shares 13,134 $1.33M 0.14% +1,817 Timeline LW LAMB WESTON HLDGS INC More: the full row for LAMB WESTON HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 29,428 shares 29,428 $1.23M 0.13% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,547 shares; 2025Q3: 5,039 shares; 2025Q4: 5,380 shares 5,380 $1.23M 0.13% +341 Timeline SW SMURFIT WESTROCK PLC More: the full row for SMURFIT WESTROCK 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: 29,080 shares; 2025Q4: 31,547 shares 31,547 $1.22M 0.13% +2,467 Timeline EMMF 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: not reported; 2024Q4: not reported; 2025Q1: 16,672 shares; 2025Q2: 24,142 shares; 2025Q3: 29,058 shares; 2025Q4: 37,326 shares 37,326 $1.18M 0.13% +8,268 Timeline SWKS SKYWORKS SOLUTIONS INC More: the full row for SKYWORKS SOLUTIONS 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: 8,349 shares; 2025Q3: 18,446 shares; 2025Q4: 18,493 shares 18,493 $1.17M 0.13% +47 Timeline BG BUNGE GLOBAL SA More: the full row for BUNGE GLOBAL SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,330 shares; 2025Q3: 12,400 shares; 2025Q4: 13,042 shares 13,042 $1.16M 0.13% +642 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,087 shares; 2024Q4: 11,259 shares; 2025Q1: 13,822 shares; 2025Q2: 14,406 shares; 2025Q3: 14,565 shares; 2025Q4: 15,353 shares 15,353 $1.14M 0.12% +788 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: 23,454 shares; 2024Q4: 24,538 shares; 2025Q1: 23,742 shares; 2025Q2: 22,742 shares; 2025Q3: 22,742 shares; 2025Q4: 22,788 shares 22,788 $1.12M 0.12% +46 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,051 shares; 2024Q4: 17,890 shares; 2025Q1: 21,328 shares; 2025Q2: 21,070 shares; 2025Q3: 21,391 shares; 2025Q4: 24,028 shares 24,028 $1.12M 0.12% +2,637 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,948 shares; 2024Q4: 2,948 shares; 2025Q1: 2,902 shares; 2025Q2: 3,542 shares; 2025Q3: 2,880 shares; 2025Q4: 2,880 shares 2,880 $1.11M 0.12% 0 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,987 shares; 2024Q4: 25,469 shares; 2025Q1: 26,711 shares; 2025Q2: 26,276 shares; 2025Q3: 26,236 shares; 2025Q4: 27,960 shares 27,960 $1.1M 0.12% +1,724 Timeline USEW EA SERIES TRUST More: the full row for EA 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: not reported; 2025Q4: 21,521 shares 21,521 $1.09M 0.12% new 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: 1,926 shares; 2024Q4: not reported; 2025Q1: 76,249 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,346 shares 10,346 $1.09M 0.12% new Timeline WHR WHIRLPOOL CORP More: the full row for WHIRLPOOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,304 shares; 2024Q4: 7,303 shares; 2025Q1: 7,891 shares; 2025Q2: 7,936 shares; 2025Q3: 14,144 shares; 2025Q4: 14,881 shares 14,881 $1.07M 0.12% +737 Timeline DBMF IM GLOBAL PARTNER FUNDS More: the full row for IM GLOBAL PARTNER FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,605 shares; 2025Q2: 16,874 shares; 2025Q3: 26,102 shares; 2025Q4: 35,504 shares 35,504 $996K 0.11% +9,402 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 28,422 shares 28,422 $987K 0.11% new Timeline LAZ LAZARD INC More: the full row for LAZARD 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: 19,710 shares; 2025Q3: 19,098 shares; 2025Q4: 20,139 shares 20,139 $978K 0.11% +1,041 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: not reported; 2024Q4: 5,500 shares; 2025Q1: 10,676 shares; 2025Q2: 9,228 shares; 2025Q3: 9,333 shares; 2025Q4: 9,819 shares 9,819 $974K 0.11% +486 Timeline NXST NEXSTAR MEDIA GROUP INC More: the full row for NEXSTAR MEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,472 shares; 2025Q4: 4,777 shares 4,777 $970K 0.11% +305 Timeline KVUE KENVUE INC More: the full row for KENVUE 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: 56,091 shares 56,091 $968K 0.11% new 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: 23,511 shares; 2024Q4: 1,911 shares; 2025Q1: 1,911 shares; 2025Q2: 1,811 shares; 2025Q3: 1,802 shares; 2025Q4: 1,804 shares 1,804 $943K 0.1% +2 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: 2,636 shares; 2024Q4: 2,671 shares; 2025Q1: 2,520 shares; 2025Q2: 2,520 shares; 2025Q3: 2,492 shares; 2025Q4: 2,492 shares 2,492 $835K 0.09% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 33,972 shares 33,972 $794K 0.09% new 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: 1,778 shares; 2024Q4: 1,778 shares; 2025Q1: 1,778 shares; 2025Q2: 3,518 shares; 2025Q3: 3,318 shares; 2025Q4: 3,225 shares 3,225 $778K 0.08% -93 Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,552 shares; 2024Q4: 1,443 shares; 2025Q1: 2,099 shares; 2025Q2: 1,831 shares; 2025Q3: 1,804 shares; 2025Q4: 1,845 shares 1,845 $769K 0.08% +41 Timeline PEGA PEGASYSTEMS INC More: the full row for PEGASYSTEMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,959 shares; 2024Q4: 5,551 shares; 2025Q1: 10,428 shares; 2025Q2: 14,775 shares; 2025Q3: 13,641 shares; 2025Q4: 12,619 shares 12,619 $754K 0.08% -1,022 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,832 shares; 2024Q4: 35,675 shares; 2025Q1: 42,853 shares; 2025Q2: 44,914 shares; 2025Q3: 57,396 shares; 2025Q4: 33,608 shares 33,608 $749K 0.08% -23,788 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: 1,921 shares; 2025Q2: 1,565 shares; 2025Q3: 1,369 shares; 2025Q4: 1,311 shares 1,311 $725K 0.08% -58 Timeline GMED GLOBUS MED INC More: the full row for GLOBUS MED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,947 shares; 2024Q4: 9,453 shares; 2025Q1: 10,436 shares; 2025Q2: 10,362 shares; 2025Q3: 13,209 shares; 2025Q4: 8,287 shares 8,287 $724K 0.08% -4,922 Timeline DFAR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,326 shares; 2025Q2: 13,838 shares; 2025Q3: 23,287 shares; 2025Q4: 30,896 shares 30,896 $708K 0.08% +7,609 Timeline ONTO ONTO INNOVATION INC More: the full row for ONTO INNOVATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,593 shares; 2025Q1: 3,070 shares; 2025Q2: 3,061 shares; 2025Q3: 5,100 shares; 2025Q4: 4,308 shares 4,308 $680K 0.07% -792 Timeline MRCY MERCURY SYS INC More: the full row for MERCURY SYS 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: 10,077 shares; 2025Q2: 9,966 shares; 2025Q3: 9,382 shares; 2025Q4: 8,903 shares 8,903 $650K 0.07% -479 Timeline SNV SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,872 shares; 2024Q4: 29,727 shares; 2025Q1: 40,246 shares; 2025Q2: 37,549 shares; 2025Q3: 36,651 shares; 2025Q4: 12,809 shares 12,809 $641K 0.07% -23,842 Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,546 shares; 2024Q4: 6,765 shares; 2025Q1: 9,727 shares; 2025Q2: 8,294 shares; 2025Q3: 7,213 shares; 2025Q4: 6,452 shares 6,452 $637K 0.07% -761 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,922 shares; 2025Q4: 11,122 shares 11,122 $637K 0.07% +200 Timeline MGNI MAGNITE INC More: the full row for MAGNITE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,760 shares; 2024Q4: 64,369 shares; 2025Q1: 66,221 shares; 2025Q2: 40,175 shares; 2025Q3: 26,343 shares; 2025Q4: 38,620 shares 38,620 $627K 0.07% +12,277 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: 1,074 shares; 2024Q4: 1,074 shares; 2025Q1: 1,074 shares; 2025Q2: 1,074 shares; 2025Q3: 1,074 shares; 2025Q4: 1,074 shares 1,074 $615K 0.07% 0 Timeline MHK MOHAWK INDS INC More: the full row for MOHAWK INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,430 shares; 2024Q4: 4,164 shares; 2025Q1: 4,198 shares; 2025Q2: 3,670 shares; 2025Q3: 5,193 shares; 2025Q4: 5,453 shares 5,453 $596K 0.06% +260 Timeline KBH KB HOME More: the full row for KB HOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,219 shares; 2025Q4: 10,428 shares 10,428 $588K 0.06% +4,209 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: 10,061 shares; 2024Q4: 9,051 shares; 2025Q1: 9,021 shares; 2025Q2: 6,629 shares; 2025Q3: 6,119 shares; 2025Q4: 5,582 shares 5,582 $588K 0.06% -537 Timeline LSCC LATTICE SEMICONDUCTOR CORP More: the full row for LATTICE SEMICONDUCTOR 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: 6,481 shares; 2025Q3: 8,470 shares; 2025Q4: 7,902 shares 7,902 $581K 0.06% -568 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,321 shares; 2024Q4: 1,123 shares; 2025Q1: 1,693 shares; 2025Q2: 1,413 shares; 2025Q3: 1,288 shares; 2025Q4: 1,304 shares 1,304 $579K 0.06% +16 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: not reported; 2024Q4: not reported; 2025Q1: 2,349 shares; 2025Q2: 2,210 shares; 2025Q3: 1,388 shares; 2025Q4: 1,185 shares 1,185 $577K 0.06% -203 Timeline OKTA OKTA INC More: the full row for OKTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,653 shares; 2025Q1: 7,048 shares; 2025Q2: 9,197 shares; 2025Q3: 8,713 shares; 2025Q4: 6,617 shares 6,617 $572K 0.06% -2,096 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: 2,720 shares; 2025Q1: 2,720 shares; 2025Q2: 2,720 shares; 2025Q3: 2,720 shares; 2025Q4: 4,320 shares 4,320 $566K 0.06% +1,600 Timeline UTI UNIVERSAL TECHNICAL INST INC More: the full row for UNIVERSAL TECHNICAL INST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,322 shares; 2024Q4: 49,187 shares; 2025Q1: 20,957 shares; 2025Q2: 16,545 shares; 2025Q3: 19,116 shares; 2025Q4: 21,361 shares 21,361 $558K 0.06% +2,245 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,032 shares; 2025Q1: 14,113 shares; 2025Q2: 14,082 shares; 2025Q3: 14,082 shares; 2025Q4: 14,082 shares 14,082 $558K 0.06% 0 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,945 shares; 2024Q4: 22,448 shares; 2025Q1: 41,157 shares; 2025Q2: 45,894 shares; 2025Q3: 70,469 shares; 2025Q4: 41,411 shares 41,411 $549K 0.06% -29,058 Timeline CG CARLYLE GROUP INC More: the full row for CARLYLE GROUP 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: 10,223 shares; 2025Q2: 10,012 shares; 2025Q3: 9,155 shares; 2025Q4: 9,178 shares 9,178 $543K 0.06% +23 Timeline GENI GENIUS SPORTS LIMITED More: the full row for GENIUS SPORTS LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 51,755 shares; 2025Q2: 52,692 shares; 2025Q3: 48,112 shares; 2025Q4: 49,141 shares 49,141 $542K 0.06% +1,029 Timeline GBCI GLACIER BANCORP INC NEW More: the full row for GLACIER BANCORP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,087 shares; 2025Q2: 7,987 shares; 2025Q3: 11,110 shares; 2025Q4: 12,254 shares 12,254 $540K 0.06% +1,144 Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN 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: 9,635 shares; 2025Q2: 11,719 shares; 2025Q3: 11,330 shares; 2025Q4: 7,867 shares 7,867 $538K 0.06% -3,463 Timeline HGER HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,609 shares 21,609 $536K 0.06% new 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: 38,765 shares; 2024Q4: 28,733 shares; 2025Q1: 11,809 shares; 2025Q2: 11,444 shares; 2025Q3: 10,417 shares; 2025Q4: 9,792 shares 9,792 $536K 0.06% -625 Timeline SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,910 shares; 2024Q4: 11,035 shares; 2025Q1: 17,426 shares; 2025Q2: 17,084 shares; 2025Q3: 23,924 shares; 2025Q4: 25,662 shares 25,662 $536K 0.06% +1,738 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: 23,714 shares; 2024Q4: 24,398 shares; 2025Q1: 26,822 shares; 2025Q2: 34,988 shares; 2025Q3: 2,856 shares; 2025Q4: 3,740 shares 3,740 $536K 0.06% +884 Timeline HALO HALOZYME THERAPEUTICS INC More: the full row for HALOZYME THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,803 shares 7,803 $525K 0.06% new Timeline RMBS RAMBUS INC DEL More: the full row for RAMBUS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,830 shares; 2024Q4: 6,754 shares; 2025Q1: 10,402 shares; 2025Q2: 9,218 shares; 2025Q3: 6,361 shares; 2025Q4: 5,656 shares 5,656 $520K 0.06% -705 Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 708 shares; 2025Q3: 1,069 shares; 2025Q4: 964 shares 964 $514K 0.06% -105 Timeline FLR FLUOR CORP More: the full row for FLUOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,430 shares; 2024Q4: 13,334 shares; 2025Q1: 13,120 shares; 2025Q2: 12,323 shares; 2025Q3: 13,696 shares; 2025Q4: 12,783 shares 12,783 $507K 0.06% -913 Timeline MOS MOSAIC CO More: the full row for MOSAIC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,313 shares; 2025Q4: 20,911 shares 20,911 $504K 0.05% +3,598 Timeline PCRX PACIRA BIOSCIENCES INC More: the full row for PACIRA BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,156 shares; 2025Q3: 14,898 shares; 2025Q4: 19,324 shares 19,324 $500K 0.05% +4,426 Timeline CHWY CHEWY INC More: the full row for CHEWY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,717 shares; 2025Q3: 14,803 shares; 2025Q4: 15,026 shares 15,026 $497K 0.05% +223 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: 5,354 shares; 2024Q4: 8,317 shares; 2025Q1: 9,629 shares; 2025Q2: 7,879 shares; 2025Q3: 7,879 shares; 2025Q4: 7,879 shares 7,879 $492K 0.05% 0 Timeline VCTR VICTORY CAP HLDGS INC DEL More: the full row for VICTORY CAP HLDGS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,966 shares; 2024Q4: 13,313 shares; 2025Q1: 13,274 shares; 2025Q2: 8,912 shares; 2025Q3: 8,004 shares; 2025Q4: 7,775 shares 7,775 $491K 0.05% -229 Timeline OCFC OCEANFIRST FINL CORP More: the full row for OCEANFIRST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 26,976 shares 26,976 $484K 0.05% new Timeline ZETA ZETA GLOBAL HOLDINGS CORP More: the full row for ZETA GLOBAL HOLDINGS 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: 23,682 shares 23,682 $482K 0.05% new Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,283 shares; 2024Q4: 9,691 shares; 2025Q1: 9,721 shares; 2025Q2: 6,554 shares; 2025Q3: 6,119 shares; 2025Q4: 6,014 shares 6,014 $481K 0.05% -105 Timeline EMBD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,694 shares; 2025Q3: 13,998 shares; 2025Q4: 19,550 shares 19,550 $469K 0.05% +5,552 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,321 shares; 2025Q3: 3,886 shares; 2025Q4: 3,578 shares 3,578 $469K 0.05% -308 Timeline FPEI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,626 shares; 2025Q3: 17,153 shares; 2025Q4: 24,082 shares 24,082 $467K 0.05% +6,929 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,478 shares; 2024Q4: 4,285 shares; 2025Q1: 4,306 shares; 2025Q2: 3,993 shares; 2025Q3: 3,264 shares; 2025Q4: 3,390 shares 3,390 $462K 0.05% +126 Timeline SIHY HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,401 shares; 2025Q3: 7,113 shares; 2025Q4: 10,096 shares 10,096 $461K 0.05% +2,983 Timeline EG EVEREST GROUP LTD More: the full row for EVEREST GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,938 shares; 2024Q4: 1,814 shares; 2025Q1: 1,836 shares; 2025Q2: 1,519 shares; 2025Q3: 1,441 shares; 2025Q4: 1,331 shares 1,331 $452K 0.05% -110 Timeline VNOM VIPER ENERGY INC More: the full row for VIPER ENERGY 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: 11,795 shares; 2025Q4: 11,528 shares 11,528 $445K 0.05% -267 Timeline FR FIRST INDL RLTY TR INC More: the full row for FIRST INDL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,663 shares; 2024Q4: 10,206 shares; 2025Q1: 10,146 shares; 2025Q2: 7,890 shares; 2025Q3: 8,166 shares; 2025Q4: 7,729 shares 7,729 $443K 0.05% -437 Timeline AMBA AMBARELLA INC More: the full row for AMBARELLA 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: 6,116 shares 6,116 $433K 0.05% new Timeline TDW TIDEWATER INC NEW More: the full row for TIDEWATER INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,542 shares 8,542 $431K 0.05% new Timeline KEX KIRBY CORP More: the full row for KIRBY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,078 shares; 2024Q4: 9,671 shares; 2025Q1: 6,021 shares; 2025Q2: 5,059 shares; 2025Q3: 5,486 shares; 2025Q4: 3,844 shares 3,844 $424K 0.05% -1,642 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,284 shares; 2024Q4: 9,332 shares; 2025Q1: 9,253 shares; 2025Q2: 7,383 shares; 2025Q3: 6,805 shares; 2025Q4: 5,993 shares 5,993 $420K 0.05% -812 Timeline PRK PARK NATL CORP More: the full row for PARK NATL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,740 shares; 2024Q4: 2,740 shares; 2025Q1: 2,740 shares; 2025Q2: 2,740 shares; 2025Q3: 2,740 shares; 2025Q4: 2,740 shares 2,740 $417K 0.05% 0 Timeline SPXC SPX TECHNOLOGIES INC More: the full row for SPX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,313 shares; 2024Q4: 4,890 shares; 2025Q1: 2,813 shares; 2025Q2: 2,307 shares; 2025Q3: 2,174 shares; 2025Q4: 2,073 shares 2,073 $415K 0.05% -101 Timeline QAI NYLIM ETF TR More: the full row for NYLIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,632 shares; 2024Q4: 6,875 shares; 2025Q1: 11,508 shares; 2025Q2: 8,345 shares; 2025Q3: 11,752 shares; 2025Q4: 12,311 shares 12,311 $413K 0.04% +559 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: 974 shares; 2024Q4: 944 shares; 2025Q1: 895 shares; 2025Q2: 468 shares; 2025Q3: 468 shares; 2025Q4: 602 shares 602 $411K 0.04% +134 Timeline HUBG HUB GROUP INC More: the full row for HUB GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,888 shares; 2025Q4: 9,398 shares 9,398 $400K 0.04% +510 Timeline MOH MOLINA HEALTHCARE INC More: the full row for MOLINA HEALTHCARE 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: 2,289 shares 2,289 $397K 0.04% new 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: not reported; 2024Q4: not reported; 2025Q1: 1,250 shares; 2025Q2: 1,250 shares; 2025Q3: 1,250 shares; 2025Q4: 1,250 shares 1,250 $394K 0.04% 0 Timeline ST SENSATA TECHNOLOGIES HLDG PL More: the full row for SENSATA TECHNOLOGIES HLDG PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,255 shares; 2025Q4: 11,820 shares 11,820 $393K 0.04% +1,565 Timeline IGLD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,486 shares; 2025Q4: 15,679 shares 15,679 $392K 0.04% +3,193 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS 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: 9,689 shares; 2025Q4: 8,863 shares 8,863 $388K 0.04% -826 Timeline FTLS FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,247 shares; 2025Q4: 5,433 shares 5,433 $386K 0.04% +1,186 Timeline TAP MOLSON COORS BEVERAGE CO More: the full row for MOLSON COORS BEVERAGE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,788 shares; 2024Q4: 17,389 shares; 2025Q1: 9,049 shares; 2025Q2: 8,578 shares; 2025Q3: 8,578 shares; 2025Q4: 8,255 shares 8,255 $385K 0.04% -323 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,330 shares; 2024Q4: 2,927 shares; 2025Q1: 1,944 shares; 2025Q2: 1,494 shares; 2025Q3: 750 shares; 2025Q4: 690 shares 690 $380K 0.04% -60 Timeline UCON FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,339 shares; 2025Q4: 14,886 shares 14,886 $375K 0.04% +3,547 Timeline EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,535 shares; 2025Q4: 9,848 shares 9,848 $373K 0.04% +2,313 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,386 shares; 2024Q4: 4,386 shares; 2025Q1: 4,386 shares; 2025Q2: 4,386 shares; 2025Q3: 4,386 shares; 2025Q4: 4,386 shares 4,386 $367K 0.04% 0 Timeline HXL HEXCEL CORP NEW More: the full row for HEXCEL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,552 shares; 2024Q4: 7,367 shares; 2025Q1: 7,345 shares; 2025Q2: 6,082 shares; 2025Q3: 5,591 shares; 2025Q4: 4,953 shares 4,953 $366K 0.04% -638 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: 2,120 shares; 2024Q4: 2,120 shares; 2025Q1: 1,936 shares; 2025Q2: 1,936 shares; 2025Q3: 1,936 shares; 2025Q4: 1,936 shares 1,936 $355K 0.04% 0 Timeline BTAL AGF INVTS TR More: the full row for AGF INVTS 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: 16,494 shares; 2025Q4: 24,219 shares 24,219 $349K 0.04% +7,725 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 967 shares; 2025Q2: 950 shares; 2025Q3: 950 shares; 2025Q4: 1,192 shares 1,192 $346K 0.04% +242 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: 4,538 shares; 2024Q4: 3,474 shares; 2025Q1: 1,524 shares; 2025Q2: 1,524 shares; 2025Q3: 1,359 shares; 2025Q4: 2,398 shares 2,398 $345K 0.04% +1,039 Timeline TNDM TANDEM DIABETES CARE INC More: the full row for TANDEM DIABETES CARE 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: 15,350 shares 15,350 $337K 0.04% new 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: 690 shares; 2024Q4: 526 shares; 2025Q1: 511 shares; 2025Q2: 321 shares; 2025Q3: 321 shares; 2025Q4: 387 shares 387 $334K 0.04% +66 Timeline OTTR OTTER TAIL CORP More: the full row for OTTER TAIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,120 shares 4,120 $333K 0.04% new Timeline NBTB NBT BANCORP INC More: the full row for NBT BANCORP 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: 7,988 shares 7,988 $332K 0.04% new Timeline EXP EAGLE MATLS INC More: the full row for EAGLE MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,930 shares; 2024Q4: 4,699 shares; 2025Q1: 2,915 shares; 2025Q2: 2,189 shares; 2025Q3: 1,472 shares; 2025Q4: 1,598 shares 1,598 $330K 0.04% +126 Timeline FBIN FORTUNE BRANDS INNOVATIONS I More: the full row for FORTUNE BRANDS INNOVATIONS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,549 shares; 2025Q4: 6,467 shares 6,467 $323K 0.04% +918 Timeline CHRD CHORD ENERGY CORPORATION More: the full row for CHORD ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,456 shares 3,456 $320K 0.03% new 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: 1,106 shares; 2024Q4: 1,106 shares; 2025Q1: 1,064 shares; 2025Q2: 902 shares; 2025Q3: 892 shares; 2025Q4: 892 shares 892 $313K 0.03% 0 Timeline BAX BAXTER INTL INC More: the full row for BAXTER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,684 shares; 2025Q4: 16,186 shares 16,186 $309K 0.03% +502 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: not reported; 2024Q4: not reported; 2025Q1: 3,175 shares; 2025Q2: 3,175 shares; 2025Q3: 3,175 shares; 2025Q4: 3,175 shares 3,175 $305K 0.03% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,029 shares 2,029 $302K 0.03% new Timeline EWJ 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: 27,880 shares; 2024Q4: 16,024 shares; 2025Q1: 5,534 shares; 2025Q2: 4,354 shares; 2025Q3: 3,692 shares; 2025Q4: 3,692 shares 3,692 $298K 0.03% 0 Timeline FTXO FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,874 shares; 2025Q4: 7,874 shares 7,874 $298K 0.03% 0 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,516 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,196 shares; 2025Q4: 6,127 shares 6,127 $288K 0.03% +931 Timeline JMBS JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,223 shares 6,223 $284K 0.03% new Timeline VNQI 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: not reported; 2025Q2: 4,343 shares; 2025Q3: 5,855 shares; 2025Q4: 6,092 shares 6,092 $279K 0.03% +237 Timeline SHV 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,519 shares 2,519 $277K 0.03% new 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: 2,160 shares; 2024Q4: 2,160 shares; 2025Q1: 2,160 shares; 2025Q2: 2,160 shares; 2025Q3: 2,160 shares; 2025Q4: 2,160 shares 2,160 $266K 0.03% 0 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,477 shares; 2024Q4: 41,982 shares; 2025Q1: 6,369 shares; 2025Q2: 2,152 shares; 2025Q3: 1,951 shares; 2025Q4: 1,841 shares 1,841 $264K 0.03% -110 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,138 shares; 2024Q4: 6,820 shares; 2025Q1: 2,482 shares; 2025Q2: 1,892 shares; 2025Q3: 1,753 shares; 2025Q4: 1,648 shares 1,648 $256K 0.03% -105 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: 1,015 shares; 2024Q4: 1,015 shares; 2025Q1: 1,100 shares; 2025Q2: 1,015 shares; 2025Q3: 1,015 shares; 2025Q4: 885 shares 885 $252K 0.03% -130 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,652 shares; 2025Q2: 1,674 shares; 2025Q3: 1,062 shares; 2025Q4: 583 shares 583 $231K 0.03% -479 Timeline IGV 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: 5,757 shares; 2024Q4: 4,734 shares; 2025Q1: 2,463 shares; 2025Q2: 2,174 shares; 2025Q3: 2,065 shares; 2025Q4: 2,065 shares 2,065 $218K 0.02% 0 Timeline FMC FMC CORP More: the full row for FMC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,271 shares; 2024Q4: 23,476 shares; 2025Q1: 30,531 shares; 2025Q2: 27,194 shares; 2025Q3: 27,055 shares; 2025Q4: 15,586 shares 15,586 $216K 0.02% -11,469 Timeline APYX APYX MEDICAL CORPORATION More: the full row for APYX MEDICAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 257,820 shares; 2024Q4: 231,758 shares; 2025Q1: 23,671 shares; 2025Q2: 22,789 shares; 2025Q3: 22,789 shares; 2025Q4: 22,789 shares 22,789 $79.8K 0.01% 0 Timeline HBIO HARVARD BIOSCIENCE INC More: the full row for HARVARD BIOSCIENCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 225,866 shares; 2024Q4: 216,298 shares; 2025Q1: 28,489 shares; 2025Q2: 27,754 shares; 2025Q3: 27,754 shares; 2025Q4: 27,754 shares 27,754 $18.6K <0.01% 0 Timeline