BUFD 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: 4,058,290 shares; 2024Q4: 4,013,228 shares; 2025Q1: 4,253,174 shares; 2025Q2: 3,959,449 shares; 2025Q3: 3,971,235 shares; 2025Q4: 3,987,615 shares 3,987,615 $113M 5.42% +16,380 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: 311,500 shares; 2024Q4: 309,098 shares; 2025Q1: 311,061 shares; 2025Q2: 314,217 shares; 2025Q3: 340,655 shares; 2025Q4: 332,262 shares 332,262 $90.3M 4.35% -8,393 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: 115,680 shares; 2024Q4: 114,584 shares; 2025Q1: 121,506 shares; 2025Q2: 121,970 shares; 2025Q3: 137,285 shares; 2025Q4: 132,659 shares 132,659 $64.2M 3.09% -4,626 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: 219,735 shares; 2024Q4: 217,315 shares; 2025Q1: 224,862 shares; 2025Q2: 228,228 shares; 2025Q3: 206,819 shares; 2025Q4: 199,183 shares 199,183 $62.3M 3% -7,636 Timeline AVDE 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 629,162 shares 629,162 $51.8M 2.49% new 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: 4,112 shares; 2024Q4: 4,112 shares; 2025Q1: 5,294 shares; 2025Q2: 5,322 shares; 2025Q3: 5,325 shares; 2025Q4: 70,326 shares 70,326 $44.1M 2.12% +65,001 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: 235,370 shares; 2024Q4: 233,015 shares; 2025Q1: 231,771 shares; 2025Q2: 228,501 shares; 2025Q3: 227,800 shares; 2025Q4: 222,762 shares 222,762 $36.1M 1.74% -5,038 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: 115,399 shares; 2024Q4: 114,156 shares; 2025Q1: 155,018 shares; 2025Q2: 155,931 shares; 2025Q3: 155,076 shares; 2025Q4: 154,341 shares 154,341 $35.6M 1.71% -735 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: 301,537 shares; 2024Q4: 297,580 shares; 2025Q1: 303,689 shares; 2025Q2: 308,595 shares; 2025Q3: 309,209 shares; 2025Q4: 304,638 shares 304,638 $35.1M 1.69% -4,571 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: not reported; 2025Q1: 267,707 shares; 2025Q2: 288,780 shares; 2025Q3: 283,892 shares; 2025Q4: 267,693 shares 267,693 $35.1M 1.69% -16,199 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: 62,116 shares; 2024Q4: 61,215 shares; 2025Q1: 68,540 shares; 2025Q2: 70,442 shares; 2025Q3: 52,346 shares; 2025Q4: 52,196 shares 52,196 $34.5M 1.66% -150 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: 505,145 shares; 2024Q4: 501,566 shares; 2025Q1: 646,615 shares; 2025Q2: 667,015 shares; 2025Q3: 640,865 shares; 2025Q4: 642,640 shares 642,640 $31.6M 1.52% +1,775 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: 331,526 shares; 2024Q4: 325,237 shares; 2025Q1: 342,183 shares; 2025Q2: 353,620 shares; 2025Q3: 359,892 shares; 2025Q4: 355,868 shares 355,868 $31.4M 1.51% -4,024 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: 110,531 shares; 2024Q4: 108,908 shares; 2025Q1: 108,579 shares; 2025Q2: 106,815 shares; 2025Q3: 107,423 shares; 2025Q4: 103,111 shares 103,111 $29.9M 1.44% -4,312 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: 341,970 shares; 2024Q4: 337,109 shares; 2025Q1: 345,731 shares; 2025Q2: 353,005 shares; 2025Q3: 345,775 shares; 2025Q4: 338,543 shares 338,543 $29.5M 1.42% -7,232 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: 17,415 shares; 2024Q4: 17,415 shares; 2025Q1: 143,904 shares; 2025Q2: 149,817 shares; 2025Q3: 147,557 shares; 2025Q4: 149,240 shares 149,240 $27.8M 1.34% +1,683 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: 153,609 shares; 2024Q4: 151,838 shares; 2025Q1: 157,060 shares; 2025Q2: 159,898 shares; 2025Q3: 162,693 shares; 2025Q4: 162,442 shares 162,442 $27.8M 1.34% -251 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 365,681 shares; 2024Q4: 362,319 shares; 2025Q1: 379,354 shares; 2025Q2: 385,120 shares; 2025Q3: 387,540 shares; 2025Q4: 380,385 shares 380,385 $27.6M 1.33% -7,155 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: not reported; 2024Q4: not reported; 2025Q1: 473,681 shares; 2025Q2: 502,882 shares; 2025Q3: 513,458 shares; 2025Q4: 515,515 shares 515,515 $27.5M 1.32% +2,057 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: not reported; 2024Q4: not reported; 2025Q1: 546,920 shares; 2025Q2: 574,281 shares; 2025Q3: 581,832 shares; 2025Q4: 568,255 shares 568,255 $26.6M 1.28% -13,577 Timeline FMDE 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 726,258 shares 726,258 $26.4M 1.27% 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: 81,341 shares; 2024Q4: 80,256 shares; 2025Q1: 81,440 shares; 2025Q2: 79,774 shares; 2025Q3: 79,140 shares; 2025Q4: 75,092 shares 75,092 $26.3M 1.27% -4,048 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: 90,611 shares; 2024Q4: 90,398 shares; 2025Q1: 109,004 shares; 2025Q2: 116,006 shares; 2025Q3: 121,317 shares; 2025Q4: 125,359 shares 125,359 $24.9M 1.2% +4,042 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: 187,810 shares; 2024Q4: 185,223 shares; 2025Q1: 181,376 shares; 2025Q2: 116,430 shares; 2025Q3: 117,806 shares; 2025Q4: 119,448 shares 119,448 $24.9M 1.2% +1,642 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: 284,917 shares; 2024Q4: 283,125 shares; 2025Q1: 273,285 shares; 2025Q2: 265,119 shares; 2025Q3: 259,599 shares; 2025Q4: 241,312 shares 241,312 $24.1M 1.16% -18,287 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: 425,013 shares; 2024Q4: 419,405 shares; 2025Q1: 445,141 shares; 2025Q2: 451,897 shares; 2025Q3: 458,344 shares; 2025Q4: 181,178 shares 181,178 $23.8M 1.15% -277,166 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 374,654 shares; 2024Q4: 369,253 shares; 2025Q1: 357,393 shares; 2025Q2: 152,556 shares; 2025Q3: 148,520 shares; 2025Q4: 139,427 shares 139,427 $23.6M 1.14% -9,093 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: 97,251 shares; 2024Q4: 97,033 shares; 2025Q1: 116,506 shares; 2025Q2: 121,224 shares; 2025Q3: 130,831 shares; 2025Q4: 166,498 shares 166,498 $23.5M 1.13% +35,667 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: not reported; 2024Q4: not reported; 2025Q1: 36,420 shares; 2025Q2: 36,391 shares; 2025Q3: 35,832 shares; 2025Q4: 33,737 shares 33,737 $22.8M 1.1% -2,095 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: 324,531 shares; 2024Q4: 319,082 shares; 2025Q1: 341,014 shares; 2025Q2: 337,773 shares; 2025Q3: 337,837 shares; 2025Q4: 325,225 shares 325,225 $22.7M 1.09% -12,612 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: 278,218 shares; 2024Q4: 274,094 shares; 2025Q1: 271,210 shares; 2025Q2: 139,353 shares; 2025Q3: 139,517 shares; 2025Q4: 139,517 shares 139,517 $22.4M 1.08% 0 Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 251,153 shares; 2024Q4: 249,222 shares; 2025Q1: 263,198 shares; 2025Q2: 273,103 shares; 2025Q3: 273,127 shares; 2025Q4: 270,487 shares 270,487 $22.2M 1.07% -2,640 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: 17,425 shares; 2024Q4: 17,425 shares; 2025Q1: 36,710 shares; 2025Q2: 37,057 shares; 2025Q3: 38,074 shares; 2025Q4: 37,914 shares 37,914 $22M 1.06% -160 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: 372,071 shares; 2024Q4: 368,086 shares; 2025Q1: 392,889 shares; 2025Q2: 395,955 shares; 2025Q3: 395,859 shares; 2025Q4: 382,934 shares 382,934 $21.7M 1.04% -12,925 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: 348,136 shares; 2024Q4: 344,142 shares; 2025Q1: 344,105 shares; 2025Q2: 336,904 shares; 2025Q3: 199,887 shares; 2025Q4: 192,317 shares 192,317 $21.4M 1.03% -7,570 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: 314,619 shares 314,619 $20.6M 0.99% new Timeline GRPM 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 168,499 shares 168,499 $20.2M 0.97% new 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: 539,499 shares; 2024Q4: 532,865 shares; 2025Q1: 567,458 shares; 2025Q2: 344,186 shares; 2025Q3: 344,895 shares; 2025Q4: 336,916 shares 336,916 $19.7M 0.95% -7,979 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: 165,119 shares; 2024Q4: 163,175 shares; 2025Q1: 172,195 shares; 2025Q2: 179,121 shares; 2025Q3: 189,758 shares; 2025Q4: 187,490 shares 187,490 $19.7M 0.95% -2,268 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: 203,522 shares; 2024Q4: 201,091 shares; 2025Q1: 209,494 shares; 2025Q2: 213,618 shares; 2025Q3: 218,932 shares; 2025Q4: 223,539 shares 223,539 $19.7M 0.95% +4,607 Timeline SDVY 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: not reported; 2025Q4: 510,473 shares 510,473 $19.6M 0.94% new Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110,366 shares; 2024Q4: 109,566 shares; 2025Q1: 222,342 shares; 2025Q2: 221,336 shares; 2025Q3: 218,514 shares; 2025Q4: 208,483 shares 208,483 $19.3M 0.93% -10,031 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: 91,796 shares; 2024Q4: 90,423 shares; 2025Q1: 59,844 shares; 2025Q2: 59,957 shares; 2025Q3: 59,609 shares; 2025Q4: 58,049 shares 58,049 $19M 0.91% -1,560 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: 18,068 shares; 2024Q4: 17,817 shares; 2025Q1: 20,360 shares; 2025Q2: 21,482 shares; 2025Q3: 24,219 shares; 2025Q4: 24,442 shares 24,442 $18.9M 0.91% +223 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,619 shares; 2025Q2: 7,592 shares; 2025Q3: 10,156 shares; 2025Q4: 9,286 shares 9,286 $18.7M 0.9% -870 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: 275,667 shares; 2024Q4: 271,644 shares; 2025Q1: 277,875 shares; 2025Q2: 278,898 shares; 2025Q3: 282,245 shares; 2025Q4: 153,763 shares 153,763 $18.5M 0.89% -128,482 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: 344,531 shares; 2024Q4: 338,565 shares; 2025Q1: 345,787 shares; 2025Q2: 338,043 shares; 2025Q3: 338,941 shares; 2025Q4: 318,362 shares 318,362 $18.4M 0.88% -20,579 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: 236,437 shares; 2024Q4: 233,591 shares; 2025Q1: 233,638 shares; 2025Q2: 232,628 shares; 2025Q3: 234,958 shares; 2025Q4: 227,238 shares 227,238 $18.2M 0.88% -7,720 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: 824,662 shares; 2024Q4: 814,231 shares; 2025Q1: 635,977 shares; 2025Q2: 436,461 shares; 2025Q3: 441,040 shares; 2025Q4: 438,363 shares 438,363 $17.9M 0.86% -2,677 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: 250,878 shares; 2024Q4: 246,796 shares; 2025Q1: 136,418 shares; 2025Q2: 135,406 shares; 2025Q3: 133,468 shares; 2025Q4: 129,063 shares 129,063 $17.8M 0.86% -4,405 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS 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: 153,026 shares; 2025Q4: 147,441 shares 147,441 $17.3M 0.83% -5,585 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: 61,807 shares; 2024Q4: 61,037 shares; 2025Q1: 66,450 shares; 2025Q2: 68,427 shares; 2025Q3: 71,669 shares; 2025Q4: 64,693 shares 64,693 $17.1M 0.82% -6,976 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: 11,502 shares; 2024Q4: 11,409 shares; 2025Q1: 13,886 shares; 2025Q2: 14,769 shares; 2025Q3: 15,371 shares; 2025Q4: 15,959 shares 15,959 $17.1M 0.82% +588 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 103,485 shares; 2025Q3: 102,113 shares; 2025Q4: 96,164 shares 96,164 $17.1M 0.82% -5,949 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 215,351 shares 215,351 $16.6M 0.8% new Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,488 shares; 2024Q4: 34,177 shares; 2025Q1: 129,415 shares; 2025Q2: 132,520 shares; 2025Q3: 132,497 shares; 2025Q4: 120,516 shares 120,516 $16.4M 0.79% -11,981 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: 54,156 shares; 2024Q4: 53,452 shares; 2025Q1: 56,120 shares; 2025Q2: 59,105 shares; 2025Q3: 59,436 shares; 2025Q4: 59,706 shares 59,706 $16.2M 0.78% +270 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: 165,553 shares; 2024Q4: 163,690 shares; 2025Q1: 169,706 shares; 2025Q2: 172,415 shares; 2025Q3: 120,877 shares; 2025Q4: 118,869 shares 118,869 $15.8M 0.76% -2,008 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: 22,718 shares; 2024Q4: 22,658 shares; 2025Q1: 27,721 shares; 2025Q2: 29,641 shares; 2025Q3: 31,329 shares; 2025Q4: 31,245 shares 31,245 $15.2M 0.73% -84 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: 314,094 shares; 2024Q4: 309,922 shares; 2025Q1: 333,723 shares; 2025Q2: 342,838 shares; 2025Q3: 348,628 shares; 2025Q4: 132,771 shares 132,771 $15.1M 0.73% -215,857 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: 46,360 shares; 2024Q4: 45,821 shares; 2025Q1: 47,551 shares; 2025Q2: 47,727 shares; 2025Q3: 48,251 shares; 2025Q4: 47,753 shares 47,753 $14.6M 0.7% -498 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: 93,350 shares; 2024Q4: 91,269 shares; 2025Q1: 91,649 shares; 2025Q2: 92,071 shares; 2025Q3: 92,646 shares; 2025Q4: 81,736 shares 81,736 $14.4M 0.69% -10,910 Timeline OSK OSHKOSH CORP More: the full row for OSHKOSH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 121,995 shares; 2025Q3: 119,565 shares; 2025Q4: 113,196 shares 113,196 $14.2M 0.68% -6,369 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: 307,869 shares; 2025Q3: 304,331 shares; 2025Q4: 290,405 shares 290,405 $14.1M 0.68% -13,926 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: 64,264 shares; 2024Q4: 64,105 shares; 2025Q1: 81,976 shares; 2025Q2: 87,329 shares; 2025Q3: 93,218 shares; 2025Q4: 97,455 shares 97,455 $14M 0.67% +4,237 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: not reported; 2024Q4: not reported; 2025Q1: 241,480 shares; 2025Q2: 275,217 shares; 2025Q3: 275,807 shares; 2025Q4: 218,921 shares 218,921 $13.9M 0.67% -56,886 Timeline VAW 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 64,609 shares; 2025Q3: 64,202 shares; 2025Q4: 63,368 shares 63,368 $13.2M 0.63% -834 Timeline MTCH MATCH GROUP INC NEW More: the full row for MATCH GROUP 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: 421,281 shares; 2025Q3: 415,554 shares; 2025Q4: 402,227 shares 402,227 $13M 0.62% -13,327 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: not reported; 2024Q4: not reported; 2025Q1: 41,206 shares; 2025Q2: 41,235 shares; 2025Q3: 40,922 shares; 2025Q4: 40,269 shares 40,269 $13M 0.62% -653 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 36,082 shares; 2025Q3: 39,233 shares; 2025Q4: 42,129 shares 42,129 $12.5M 0.6% +2,896 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 146,124 shares; 2025Q3: 144,711 shares; 2025Q4: 142,533 shares 142,533 $12M 0.58% -2,178 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,441 shares; 2024Q4: 56,732 shares; 2025Q1: 56,504 shares; 2025Q2: 56,522 shares; 2025Q3: 19,414 shares; 2025Q4: 18,966 shares 18,966 $11.6M 0.56% -448 Timeline QXO QXO INC More: the full row for QXO 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: 653,131 shares; 2025Q4: 581,040 shares 581,040 $11.2M 0.54% -72,091 Timeline URA 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: 269,798 shares; 2025Q2: 274,880 shares; 2025Q3: 269,364 shares; 2025Q4: 252,683 shares 252,683 $10.8M 0.52% -16,681 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: 27,950 shares; 2024Q4: 27,150 shares; 2025Q1: 31,209 shares; 2025Q2: 31,949 shares; 2025Q3: 30,574 shares; 2025Q4: 29,979 shares 29,979 $10.3M 0.5% -595 Timeline IAT 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: 191,117 shares; 2025Q4: 186,550 shares 186,550 $10.3M 0.5% -4,567 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,286 shares; 2024Q4: 104,964 shares; 2025Q1: 115,497 shares; 2025Q2: 117,436 shares; 2025Q3: 123,305 shares; 2025Q4: 123,795 shares 123,795 $10.1M 0.49% +490 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 74,171 shares; 2025Q4: 57,621 shares 57,621 $10.1M 0.49% -16,550 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: 180,890 shares; 2024Q4: 179,531 shares; 2025Q1: 206,276 shares; 2025Q2: 219,790 shares; 2025Q3: 168,427 shares; 2025Q4: 169,120 shares 169,120 $9.87M 0.48% +693 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: 34,606 shares; 2024Q4: 34,531 shares; 2025Q1: 40,971 shares; 2025Q2: 41,226 shares; 2025Q3: 42,851 shares; 2025Q4: 44,375 shares 44,375 $9.75M 0.47% +1,524 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: 25,560 shares; 2024Q4: 25,389 shares; 2025Q1: 40,915 shares; 2025Q2: 45,545 shares; 2025Q3: 47,330 shares; 2025Q4: 50,382 shares 50,382 $9.17M 0.44% +3,052 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: 37,957 shares; 2024Q4: 37,438 shares; 2025Q1: 38,462 shares; 2025Q2: 19,002 shares; 2025Q3: 18,957 shares; 2025Q4: 18,752 shares 18,752 $9.07M 0.44% -205 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: 24,473 shares; 2024Q4: 24,216 shares; 2025Q1: 22,811 shares; 2025Q2: 22,763 shares; 2025Q3: 22,791 shares; 2025Q4: 18,834 shares 18,834 $8.54M 0.41% -3,957 Timeline DOX AMDOCS LTD More: the full row for AMDOCS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,184 shares; 2024Q4: 75,716 shares; 2025Q1: 104,190 shares; 2025Q2: 113,895 shares; 2025Q3: 122,851 shares; 2025Q4: 102,815 shares 102,815 $8.28M 0.4% -20,036 Timeline SFM SPROUTS FMRS MKT INC More: the full row for SPROUTS FMRS MKT 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: 85,458 shares 85,458 $6.81M 0.33% new 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: not reported; 2024Q4: not reported; 2025Q1: 131,241 shares; 2025Q2: 133,113 shares; 2025Q3: 131,776 shares; 2025Q4: 88,588 shares 88,588 $6.51M 0.31% -43,188 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: 3,485 shares; 2024Q4: 3,486 shares; 2025Q1: 16,448 shares; 2025Q2: 5,882 shares; 2025Q3: 7,291 shares; 2025Q4: 9,250 shares 9,250 $6.31M 0.3% +1,959 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,658 shares; 2024Q4: 99,658 shares; 2025Q1: 74,929 shares; 2025Q2: 74,954 shares; 2025Q3: 72,292 shares; 2025Q4: 138,686 shares 138,686 $6.2M 0.3% +66,394 Timeline IPAR INTERPARFUMS INC More: the full row for INTERPARFUMS 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: 96,729 shares; 2025Q3: 95,773 shares; 2025Q4: 72,932 shares 72,932 $6.19M 0.3% -22,841 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK 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: 100,728 shares; 2025Q3: 109,546 shares; 2025Q4: 96,464 shares 96,464 $5.87M 0.28% -13,082 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,711 shares; 2024Q4: 19,403 shares; 2025Q1: 74,306 shares; 2025Q2: 63,389 shares; 2025Q3: 58,331 shares; 2025Q4: 174,552 shares 174,552 $5.69M 0.27% +116,221 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 30,301 shares; 2025Q4: 22,735 shares 22,735 $5.09M 0.24% -7,566 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: 3,529 shares; 2024Q4: 3,529 shares; 2025Q1: 4,345 shares; 2025Q2: 6,004 shares; 2025Q3: 5,749 shares; 2025Q4: 6,194 shares 6,194 $4.24M 0.2% +445 Timeline GARP 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: 60,038 shares 60,038 $4.09M 0.2% new Timeline SCHO 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: 81,219 shares; 2024Q4: 81,219 shares; 2025Q1: 159,348 shares; 2025Q2: 165,009 shares; 2025Q3: 159,734 shares; 2025Q4: 158,201 shares 158,201 $3.86M 0.19% -1,533 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: 42,726 shares; 2024Q4: 41,852 shares; 2025Q1: 122,437 shares; 2025Q2: 120,311 shares; 2025Q3: 122,410 shares; 2025Q4: 124,235 shares 124,235 $3.34M 0.16% +1,825 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: 118,369 shares; 2024Q4: 117,275 shares; 2025Q1: 118,452 shares; 2025Q2: 119,649 shares; 2025Q3: 121,010 shares; 2025Q4: 19,519 shares 19,519 $2.8M 0.13% -101,491 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: 15,219 shares; 2024Q4: 15,049 shares; 2025Q1: 12,093 shares; 2025Q2: 12,093 shares; 2025Q3: 11,793 shares; 2025Q4: 11,186 shares 11,186 $2.76M 0.13% -607 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK 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: 64,441 shares; 2025Q3: 71,832 shares; 2025Q4: 64,927 shares 64,927 $2.5M 0.12% -6,905 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: 49,003 shares; 2024Q4: 49,003 shares; 2025Q1: 43,266 shares; 2025Q2: 42,187 shares; 2025Q3: 41,956 shares; 2025Q4: 35,639 shares 35,639 $2.35M 0.11% -6,317 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: 7,092 shares; 2024Q4: 7,076 shares; 2025Q1: 6,991 shares; 2025Q2: 6,862 shares; 2025Q3: 6,863 shares; 2025Q4: 6,522 shares 6,522 $2.05M 0.1% -341 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: 284,314 shares; 2024Q4: 278,358 shares; 2025Q1: 13,037 shares; 2025Q2: 12,969 shares; 2025Q3: 12,600 shares; 2025Q4: 11,433 shares 11,433 $1.86M 0.09% -1,167 Timeline XMMO 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,148 shares 13,148 $1.82M 0.09% new 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: 3,547 shares; 2024Q4: 3,497 shares; 2025Q1: 3,372 shares; 2025Q2: 3,292 shares; 2025Q3: 3,361 shares; 2025Q4: 3,586 shares 3,586 $1.8M 0.09% +225 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: 18,621 shares; 2024Q4: 18,306 shares; 2025Q1: 52,559 shares; 2025Q2: 51,725 shares; 2025Q3: 53,047 shares; 2025Q4: 54,883 shares 54,883 $1.63M 0.08% +1,836 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: 15,505 shares; 2024Q4: 15,505 shares; 2025Q1: 16,430 shares; 2025Q2: 16,643 shares; 2025Q3: 14,720 shares; 2025Q4: 14,723 shares 14,723 $1.62M 0.08% +3 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,005 shares; 2024Q4: 9,005 shares; 2025Q1: 8,775 shares; 2025Q2: 8,195 shares; 2025Q3: 7,325 shares; 2025Q4: 7,325 shares 7,325 $1.59M 0.08% 0 Timeline UMH UMH PPTYS INC More: the full row for UMH PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,368 shares; 2024Q4: 96,368 shares; 2025Q1: 96,368 shares; 2025Q2: 96,368 shares; 2025Q3: 96,368 shares; 2025Q4: 96,368 shares 96,368 $1.53M 0.07% 0 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: 2,144 shares; 2024Q4: 2,144 shares; 2025Q1: 3,189 shares; 2025Q2: 3,189 shares; 2025Q3: 3,113 shares; 2025Q4: 3,111 shares 3,111 $1.47M 0.07% -2 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: 5,356 shares; 2024Q4: 2,679 shares; 2025Q1: 2,942 shares; 2025Q2: 2,952 shares; 2025Q3: 3,238 shares; 2025Q4: 3,214 shares 3,214 $1.27M 0.06% -24 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: 2,152 shares; 2024Q4: 2,152 shares; 2025Q1: 3,958 shares; 2025Q2: 3,791 shares; 2025Q3: 3,760 shares; 2025Q4: 3,762 shares 3,762 $1.26M 0.06% +2 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,141 shares; 2024Q4: 5,141 shares; 2025Q1: 5,040 shares; 2025Q2: 5,089 shares; 2025Q3: 5,089 shares; 2025Q4: 4,609 shares 4,609 $1.01M 0.05% -480 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: 1,047 shares; 2024Q4: 1,047 shares; 2025Q1: 983 shares; 2025Q2: 908 shares; 2025Q3: 918 shares; 2025Q4: 883 shares 883 $949K 0.05% -35 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: 1,596 shares; 2024Q4: 1,496 shares; 2025Q1: 1,500 shares; 2025Q2: 1,479 shares; 2025Q3: 1,103 shares; 2025Q4: 1,098 shares 1,098 $947K 0.05% -5 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: 7,543 shares; 2024Q4: 7,543 shares; 2025Q1: 8,995 shares; 2025Q2: 23,038 shares; 2025Q3: 23,038 shares; 2025Q4: 23,038 shares 23,038 $912K 0.04% 0 Timeline SQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,812 shares 12,812 $878K 0.04% new 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: 1,938 shares; 2024Q4: 1,938 shares; 2025Q1: 8,271 shares; 2025Q2: 9,183 shares; 2025Q3: 6,949 shares; 2025Q4: 6,871 shares 6,871 $805K 0.04% -78 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: 18,414 shares; 2024Q4: 18,414 shares; 2025Q1: 10,470 shares; 2025Q2: 10,470 shares; 2025Q3: 9,630 shares; 2025Q4: 9,540 shares 9,540 $800K 0.04% -90 Timeline ILCG 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: 4,783 shares; 2024Q4: 4,783 shares; 2025Q1: 4,878 shares; 2025Q2: 7,709 shares; 2025Q3: 7,709 shares; 2025Q4: 7,677 shares 7,677 $799K 0.04% -32 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: 3,963 shares; 2024Q4: 3,963 shares; 2025Q1: 3,825 shares; 2025Q2: 3,825 shares; 2025Q3: 3,825 shares; 2025Q4: 3,825 shares 3,825 $746K 0.04% 0 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: 7,464 shares; 2024Q4: 7,464 shares; 2025Q1: 7,464 shares; 2025Q2: 7,464 shares; 2025Q3: 7,464 shares; 2025Q4: 7,444 shares 7,444 $744K 0.04% -20 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: 1,189 shares; 2024Q4: 1,189 shares; 2025Q1: 1,288 shares; 2025Q2: 1,227 shares; 2025Q3: 1,231 shares; 2025Q4: 1,227 shares 1,227 $701K 0.03% -4 Timeline USMV 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: 9,658 shares; 2024Q4: 9,658 shares; 2025Q1: 8,378 shares; 2025Q2: 8,288 shares; 2025Q3: 6,804 shares; 2025Q4: 6,881 shares 6,881 $648K 0.03% +77 Timeline DGRW 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: 7,281 shares; 2024Q4: 7,281 shares; 2025Q1: 6,995 shares; 2025Q2: 6,904 shares; 2025Q3: 6,878 shares; 2025Q4: 6,935 shares 6,935 $620K 0.03% +57 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: not reported; 2024Q4: not reported; 2025Q1: 781 shares; 2025Q2: 746 shares; 2025Q3: 766 shares; 2025Q4: 754 shares 754 $619K 0.03% -12 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: 1,728 shares; 2024Q4: 1,728 shares; 2025Q1: 2,118 shares; 2025Q2: 2,094 shares; 2025Q3: 2,094 shares; 2025Q4: 2,094 shares 2,094 $605K 0.03% 0 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: 209,223 shares; 2024Q4: 205,969 shares; 2025Q1: 4,592 shares; 2025Q2: 4,511 shares; 2025Q3: 4,337 shares; 2025Q4: 3,955 shares 3,955 $603K 0.03% -382 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: 10,727 shares; 2024Q4: 10,727 shares; 2025Q1: 10,701 shares; 2025Q2: 10,701 shares; 2025Q3: 10,661 shares; 2025Q4: 7,781 shares 7,781 $572K 0.03% -2,880 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,928 shares; 2024Q4: 4,328 shares; 2025Q1: 5,857 shares; 2025Q2: 6,887 shares; 2025Q3: 4,501 shares; 2025Q4: 4,501 shares 4,501 $553K 0.03% 0 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: 5,541 shares; 2024Q4: 5,542 shares; 2025Q1: 5,514 shares; 2025Q2: 5,239 shares; 2025Q3: 4,778 shares; 2025Q4: 4,836 shares 4,836 $550K 0.03% +58 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: 4,088 shares; 2024Q4: 4,066 shares; 2025Q1: 3,982 shares; 2025Q2: 4,074 shares; 2025Q3: 3,780 shares; 2025Q4: 3,790 shares 3,790 $543K 0.03% +10 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: 12,386 shares; 2024Q4: 10,549 shares; 2025Q1: 4,406 shares; 2025Q2: 3,970 shares; 2025Q3: 3,920 shares; 2025Q4: 4,020 shares 4,020 $519K 0.02% +100 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: 4,898 shares; 2024Q4: 4,898 shares; 2025Q1: 4,588 shares; 2025Q2: 4,192 shares; 2025Q3: 4,200 shares; 2025Q4: 4,267 shares 4,267 $513K 0.02% +67 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: 2,599 shares; 2024Q4: 2,599 shares; 2025Q1: 3,657 shares; 2025Q2: 3,807 shares; 2025Q3: 2,366 shares; 2025Q4: 2,343 shares 2,343 $485K 0.02% -23 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: 2,816 shares; 2024Q4: 2,816 shares; 2025Q1: 3,796 shares; 2025Q2: 3,796 shares; 2025Q3: 3,796 shares; 2025Q4: 3,796 shares 3,796 $476K 0.02% 0 Timeline XCEM COLUMBIA ETF TR II More: the full row for COLUMBIA ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,800 shares; 2024Q4: 14,800 shares; 2025Q1: 14,800 shares; 2025Q2: 14,800 shares; 2025Q3: 14,800 shares; 2025Q4: 12,287 shares 12,287 $471K 0.02% -2,513 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: 1,625 shares; 2024Q4: 1,625 shares; 2025Q1: 1,642 shares; 2025Q2: 1,598 shares; 2025Q3: 1,612 shares; 2025Q4: 1,568 shares 1,568 $464K 0.02% -44 Timeline UHS UNIVERSAL HLTH SVCS INC More: the full row for UNIVERSAL HLTH SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,229 shares; 2024Q4: 1,229 shares; 2025Q1: 1,229 shares; 2025Q2: 1,213 shares; 2025Q3: 2,260 shares; 2025Q4: 2,128 shares 2,128 $464K 0.02% -132 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,438 shares; 2024Q4: 2,438 shares; 2025Q1: 2,438 shares; 2025Q2: 2,438 shares; 2025Q3: 4,390 shares; 2025Q4: 4,518 shares 4,518 $463K 0.02% +128 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: 1,566 shares; 2024Q4: 1,566 shares; 2025Q1: 1,584 shares; 2025Q2: 1,476 shares; 2025Q3: 1,510 shares; 2025Q4: 1,390 shares 1,390 $459K 0.02% -120 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: 10,777 shares; 2024Q4: 10,777 shares; 2025Q1: 9,874 shares; 2025Q2: 9,036 shares; 2025Q3: 7,240 shares; 2025Q4: 7,240 shares 7,240 $452K 0.02% 0 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: 3,757 shares; 2024Q4: 3,757 shares; 2025Q1: 3,139 shares; 2025Q2: 3,139 shares; 2025Q3: 2,921 shares; 2025Q4: 2,321 shares 2,321 $450K 0.02% -600 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: 902 shares; 2024Q4: 902 shares; 2025Q1: 1,017 shares; 2025Q2: 867 shares; 2025Q3: 767 shares; 2025Q4: 767 shares 767 $439K 0.02% 0 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,533 shares; 2024Q4: 4,533 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,313 shares; 2025Q4: 6,314 shares 6,314 $438K 0.02% +1 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,292 shares; 2025Q3: 2,426 shares; 2025Q4: 2,426 shares 2,426 $431K 0.02% 0 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: 2,738 shares; 2024Q4: 2,738 shares; 2025Q1: 3,075 shares; 2025Q2: 2,634 shares; 2025Q3: 2,634 shares; 2025Q4: 2,634 shares 2,634 $422K 0.02% 0 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,459 shares; 2024Q4: 8,459 shares; 2025Q1: 7,959 shares; 2025Q2: 7,959 shares; 2025Q3: 7,959 shares; 2025Q4: 7,959 shares 7,959 $405K 0.02% 0 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: 1,092 shares; 2024Q4: 1,092 shares; 2025Q1: 1,034 shares; 2025Q2: 1,034 shares; 2025Q3: 900 shares; 2025Q4: 900 shares 900 $400K 0.02% 0 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,301 shares; 2024Q4: 1,301 shares; 2025Q1: 745 shares; 2025Q2: 723 shares; 2025Q3: 795 shares; 2025Q4: 643 shares 643 $395K 0.02% -152 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 117,253 shares; 2024Q4: 115,939 shares; 2025Q1: 5,735 shares; 2025Q2: 5,643 shares; 2025Q3: 4,759 shares; 2025Q4: 8,377 shares 8,377 $380K 0.02% +3,618 Timeline EYLD 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: 11,860 shares; 2024Q4: 11,860 shares; 2025Q1: 24,778 shares; 2025Q2: 26,693 shares; 2025Q3: 29,014 shares; 2025Q4: 9,679 shares 9,679 $371K 0.02% -19,335 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: 1,295 shares; 2024Q4: 1,234 shares; 2025Q1: 3,048 shares; 2025Q2: 2,869 shares; 2025Q3: 1,606 shares; 2025Q4: 1,606 shares 1,606 $367K 0.02% 0 Timeline ANF ABERCROMBIE & FITCH CO More: the full row for ABERCROMBIE & FITCH 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: 2,452 shares; 2025Q4: 2,890 shares 2,890 $364K 0.02% +438 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: 711 shares; 2024Q4: 711 shares; 2025Q1: 710 shares; 2025Q2: 703 shares; 2025Q3: 826 shares; 2025Q4: 723 shares 723 $352K 0.02% -103 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,649 shares; 2024Q4: 8,649 shares; 2025Q1: 17,058 shares; 2025Q2: 13,055 shares; 2025Q3: 12,936 shares; 2025Q4: 12,670 shares 12,670 $348K 0.02% -266 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,808 shares; 2025Q3: 1,820 shares; 2025Q4: 1,808 shares 1,808 $346K 0.02% -12 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: 6,144 shares; 2024Q4: not reported; 2025Q1: 18,940 shares; 2025Q2: 20,140 shares; 2025Q3: 6,100 shares; 2025Q4: 6,271 shares 6,271 $345K 0.02% +171 Timeline LSTR LANDSTAR SYS INC More: the full row for LANDSTAR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,217 shares; 2024Q4: 1,217 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,048 shares; 2025Q4: 2,325 shares 2,325 $334K 0.02% +277 Timeline MATX MATSON INC More: the full row for MATSON 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: 2,576 shares; 2025Q4: 2,597 shares 2,597 $321K 0.02% +21 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,187 shares; 2025Q4: 1,975 shares 1,975 $318K 0.02% -212 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: 4,334 shares; 2025Q2: 4,007 shares; 2025Q3: 4,007 shares; 2025Q4: 3,987 shares 3,987 $316K 0.02% -20 Timeline DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD 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: 17,235 shares; 2025Q2: 17,235 shares; 2025Q3: 30,666 shares; 2025Q4: 31,666 shares 31,666 $316K 0.02% +1,000 Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS 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: 2,605 shares; 2025Q3: 2,927 shares; 2025Q4: 2,704 shares 2,704 $310K 0.01% -223 Timeline YETI YETI HLDGS INC More: the full row for YETI HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,709 shares; 2025Q4: 6,883 shares 6,883 $304K 0.01% +174 Timeline REVG REV GROUP INC More: the full row for REV 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: 5,223 shares; 2025Q4: 4,897 shares 4,897 $298K 0.01% -326 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: not reported; 2024Q4: not reported; 2025Q1: 1,330 shares; 2025Q2: 1,228 shares; 2025Q3: 1,244 shares; 2025Q4: 1,228 shares 1,228 $296K 0.01% -16 Timeline BRC BRADY CORP More: the full row for BRADY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,855 shares; 2024Q4: 2,855 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,664 shares; 2025Q4: 3,642 shares 3,642 $285K 0.01% -22 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON 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: 1,516 shares; 2025Q4: 1,550 shares 1,550 $282K 0.01% +34 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: 1,103,208 shares; 2025Q3: 7,198 shares; 2025Q4: 6,445 shares 6,445 $281K 0.01% -753 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,288 shares; 2024Q4: 4,288 shares; 2025Q1: 3,251 shares; 2025Q2: 3,211 shares; 2025Q3: 3,361 shares; 2025Q4: 3,373 shares 3,373 $279K 0.01% +12 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: 2,455 shares; 2024Q4: 2,455 shares; 2025Q1: 2,910 shares; 2025Q2: 3,310 shares; 2025Q3: 2,810 shares; 2025Q4: 2,810 shares 2,810 $279K 0.01% 0 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: 1,431 shares; 2024Q4: 1,431 shares; 2025Q1: 1,088 shares; 2025Q2: 899 shares; 2025Q3: 899 shares; 2025Q4: 899 shares 899 $279K 0.01% 0 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: 3,688 shares; 2024Q4: 3,688 shares; 2025Q1: 3,424 shares; 2025Q2: 3,424 shares; 2025Q3: 3,449 shares; 2025Q4: 3,424 shares 3,424 $275K 0.01% -25 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,421 shares; 2025Q3: 11,056 shares; 2025Q4: 11,063 shares 11,063 $275K 0.01% +7 Timeline AOS SMITH A O CORP More: the full row for SMITH A O CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,717 shares; 2025Q4: 4,074 shares 4,074 $272K 0.01% +357 Timeline AXS AXIS CAP HLDGS LTD More: the full row for AXIS CAP HLDGS 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: 2,206 shares; 2025Q2: not reported; 2025Q3: 2,374 shares; 2025Q4: 2,536 shares 2,536 $272K 0.01% +162 Timeline RNR RENAISSANCERE HLDGS LTD More: the full row for RENAISSANCERE HLDGS 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: 944 shares; 2025Q4: 949 shares 949 $267K 0.01% +5 Timeline NXT NEXTPOWER INC More: the full row for NEXTPOWER 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: 4,062 shares; 2025Q4: 3,049 shares 3,049 $266K 0.01% -1,013 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,513 shares; 2025Q4: 1,465 shares 1,465 $264K 0.01% -48 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 922 shares 922 $261K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,394 shares; 2025Q4: 3,243 shares 3,243 $260K 0.01% -151 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: 67,139 shares; 2024Q4: 66,156 shares; 2025Q1: 6,520 shares; 2025Q2: 5,706 shares; 2025Q3: 5,706 shares; 2025Q4: 5,144 shares 5,144 $257K 0.01% -562 Timeline WS WORTHINGTON STL INC More: the full row for WORTHINGTON STL 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: 6,681 shares; 2025Q4: 7,414 shares 7,414 $257K 0.01% +733 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,765 shares; 2025Q4: 1,859 shares 1,859 $256K 0.01% +94 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,793 shares; 2025Q4: 6,428 shares 6,428 $255K 0.01% -365 Timeline NCDL NUVEEN CHURCHILL DIRECT LEND More: the full row for NUVEEN CHURCHILL DIRECT LEND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,002 shares; 2025Q2: 19,002 shares; 2025Q3: 19,002 shares; 2025Q4: 19,002 shares 19,002 $253K 0.01% 0 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: 183 shares; 2024Q4: 183 shares; 2025Q1: 183 shares; 2025Q2: 2,745 shares; 2025Q3: 2,745 shares; 2025Q4: 2,745 shares 2,745 $250K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,450 shares; 2025Q4: 4,473 shares 4,473 $247K 0.01% +23 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,930 shares; 2025Q4: 5,113 shares 5,113 $245K 0.01% +183 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 642 shares; 2025Q3: 660 shares; 2025Q4: 657 shares 657 $243K 0.01% -3 Timeline SPTI 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: 7,927 shares; 2025Q2: 7,500 shares; 2025Q3: 8,300 shares; 2025Q4: 8,426 shares 8,426 $243K 0.01% +126 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: 1,604 shares; 2024Q4: 1,604 shares; 2025Q1: 1,604 shares; 2025Q2: 1,604 shares; 2025Q3: 1,604 shares; 2025Q4: 1,604 shares 1,604 $243K 0.01% 0 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: 991 shares; 2024Q4: 991 shares; 2025Q1: not reported; 2025Q2: 991 shares; 2025Q3: 991 shares; 2025Q4: 985 shares 985 $242K 0.01% -6 Timeline INGR INGREDION INC More: the full row for INGREDION 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: 2,050 shares; 2025Q4: 2,198 shares 2,198 $242K 0.01% +148 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,359 shares; 2024Q4: 1,359 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,548 shares; 2025Q4: 1,548 shares 1,548 $240K 0.01% 0 Timeline TTC TORO CO More: the full row for TORO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,759 shares; 2025Q4: 3,000 shares 3,000 $236K 0.01% +241 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: not reported; 2025Q2: not reported; 2025Q3: 3,252 shares; 2025Q4: 3,433 shares 3,433 $236K 0.01% +181 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 700 shares 700 $236K 0.01% new 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: 1,220 shares; 2024Q4: 1,220 shares; 2025Q1: 1,109 shares; 2025Q2: not reported; 2025Q3: 1,130 shares; 2025Q4: 1,274 shares 1,274 $234K 0.01% +144 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,811 shares; 2025Q2: 5,811 shares; 2025Q3: 5,947 shares; 2025Q4: 5,811 shares 5,811 $234K 0.01% -136 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: 2,824 shares; 2025Q4: 2,883 shares 2,883 $233K 0.01% +59 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: 1,300 shares; 2024Q4: 1,300 shares; 2025Q1: not reported; 2025Q2: 1,138 shares; 2025Q3: not reported; 2025Q4: 903 shares 903 $232K 0.01% new Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,849 shares; 2024Q4: 16,407 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,770 shares; 2025Q4: 4,662 shares 4,662 $229K 0.01% -108 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: 1,012 shares; 2024Q4: 1,012 shares; 2025Q1: 1,095 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares 1,000 $228K 0.01% 0 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR 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: 2,041 shares; 2025Q4: 2,159 shares 2,159 $224K 0.01% +118 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 736 shares; 2025Q4: 725 shares 725 $223K 0.01% -11 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,157 shares; 2025Q4: 1,190 shares 1,190 $220K 0.01% +33 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: 821 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 497 shares; 2025Q4: 485 shares 485 $218K 0.01% -12 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 620 shares 620 $217K 0.01% new 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: not reported; 2025Q2: not reported; 2025Q3: 3,456 shares; 2025Q4: 3,673 shares 3,673 $217K 0.01% +217 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,196 shares; 2025Q4: 1,202 shares 1,202 $217K 0.01% +6 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: 10,001 shares; 2024Q4: 10,001 shares; 2025Q1: 9,258 shares; 2025Q2: not reported; 2025Q3: 11,789 shares; 2025Q4: 8,650 shares 8,650 $215K 0.01% -3,139 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 633 shares; 2025Q4: 633 shares 633 $215K 0.01% 0 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: 1,476 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,026 shares 1,026 $214K 0.01% new Timeline JD JD.COM INC More: the full row for JD.COM 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: 7,405 shares; 2025Q4: 7,455 shares 7,455 $214K 0.01% +50 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,867 shares; 2025Q4: 2,881 shares 2,881 $212K 0.01% +14 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,857 shares; 2025Q4: 1,711 shares 1,711 $211K 0.01% -146 Timeline SIG SIGNET JEWELERS LTD More: the full row for SIGNET JEWELERS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,204 shares; 2024Q4: 2,204 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,828 shares; 2025Q4: 2,543 shares 2,543 $211K 0.01% -285 Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA 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: 4,406 shares 4,406 $210K 0.01% new Timeline BKH BLACK HILLS CORP More: the full row for BLACK HILLS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,540 shares; 2024Q4: 3,540 shares; 2025Q1: 3,470 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,018 shares 3,018 $210K 0.01% new Timeline NNN NNN REIT INC More: the full row for NNN REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,604 shares; 2025Q4: 5,249 shares 5,249 $208K 0.01% -4,355 Timeline GLPI GAMING & LEISURE P More: the full row for GAMING & LEISURE P 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: 4,622 shares 4,622 $207K 0.01% new 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: not reported; 2025Q2: not reported; 2025Q3: 2,150 shares; 2025Q4: 2,150 shares 2,150 $206K 0.01% 0 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD 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: 1,013 shares; 2025Q4: 917 shares 917 $204K 0.01% -96 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,159 shares; 2024Q4: 4,159 shares; 2025Q1: 3,974 shares; 2025Q2: 3,974 shares; 2025Q3: 3,156 shares; 2025Q4: 3,166 shares 3,166 $204K 0.01% +10 Timeline PR PERMIAN RESOURCES CORP More: the full row for PERMIAN RESOURCES 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: 12,467 shares; 2025Q4: 13,857 shares 13,857 $194K 0.01% +1,390 Timeline PAGS PAGSEGURO DIGITAL LTD More: the full row for PAGSEGURO DIGITAL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,052 shares; 2024Q4: 10,052 shares; 2025Q1: 10,328 shares; 2025Q2: not reported; 2025Q3: 21,433 shares; 2025Q4: 20,131 shares 20,131 $194K 0.01% -1,302 Timeline INMD INMODE LTD More: the full row for INMODE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,467 shares; 2024Q4: 10,467 shares; 2025Q1: 10,301 shares; 2025Q2: not reported; 2025Q3: 13,565 shares; 2025Q4: 13,099 shares 13,099 $192K 0.01% -466 Timeline NOK NOKIA CORP More: the full row for NOKIA 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: 31,233 shares; 2025Q4: 22,720 shares 22,720 $147K 0.01% -8,513 Timeline CXM SPRINKLR INC More: the full row for SPRINKLR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,431 shares; 2024Q4: 18,431 shares; 2025Q1: 18,405 shares; 2025Q2: 18,405 shares; 2025Q3: 16,103 shares; 2025Q4: 17,602 shares 17,602 $137K 0.01% +1,499 Timeline JBLU JETBLUE AIRWAYS CORP More: the full row for JETBLUE AIRWAYS 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: 10,796 shares; 2025Q2: not reported; 2025Q3: 13,550 shares; 2025Q4: 13,550 shares 13,550 $61.7K <0.01% 0 Timeline