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: 382,216 shares; 2024Q4: 406,117 shares; 2025Q1: 394,933 shares; 2025Q2: 380,554 shares; 2025Q3: 379,364 shares; 2025Q4: 388,718 shares 388,718 $266M 4.8% +9,354 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: 742,360 shares; 2024Q4: 729,771 shares; 2025Q1: 728,021 shares; 2025Q2: 919,932 shares; 2025Q3: 877,511 shares; 2025Q4: 864,052 shares 864,052 $235M 4.24% -13,459 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: 314,839 shares; 2024Q4: 317,775 shares; 2025Q1: 317,702 shares; 2025Q2: 487,253 shares; 2025Q3: 479,542 shares; 2025Q4: 465,900 shares 465,900 $225M 4.06% -13,642 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: 744,820 shares; 2024Q4: 787,094 shares; 2025Q1: 814,932 shares; 2025Q2: 880,706 shares; 2025Q3: 870,831 shares; 2025Q4: 869,205 shares 869,205 $162M 2.92% -1,626 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: 413,370 shares; 2024Q4: 417,886 shares; 2025Q1: 417,779 shares; 2025Q2: 419,441 shares; 2025Q3: 429,212 shares; 2025Q4: 461,007 shares 461,007 $144M 2.6% +31,795 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: 432,870 shares; 2024Q4: 457,440 shares; 2025Q1: 462,089 shares; 2025Q2: 491,895 shares; 2025Q3: 493,409 shares; 2025Q4: 491,090 shares 491,090 $113M 2.04% -2,319 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: 218,682 shares; 2024Q4: 194,452 shares; 2025Q1: 191,734 shares; 2025Q2: 375,966 shares; 2025Q3: 360,362 shares; 2025Q4: 350,178 shares 350,178 $113M 2.03% -10,184 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,361,230 shares; 2024Q4: 1,346,244 shares; 2025Q1: 1,262,709 shares; 2025Q2: 1,234,811 shares; 2025Q3: 1,154,423 shares; 2025Q4: 1,139,930 shares 1,139,930 $109M 1.96% -14,493 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: 276,324 shares; 2024Q4: 238,254 shares; 2025Q1: 238,990 shares; 2025Q2: 256,172 shares; 2025Q3: 255,458 shares; 2025Q4: 243,156 shares 243,156 $84.2M 1.52% -12,302 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: 98,136 shares; 2024Q4: 100,053 shares; 2025Q1: 99,248 shares; 2025Q2: 112,149 shares; 2025Q3: 112,172 shares; 2025Q4: 112,092 shares 112,092 $74M 1.33% -80 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: 254,242 shares; 2024Q4: 262,611 shares; 2025Q1: 262,173 shares; 2025Q2: 623,444 shares; 2025Q3: 608,651 shares; 2025Q4: 600,221 shares 600,221 $72.2M 1.3% -8,430 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: 662,183 shares; 2024Q4: 625,101 shares; 2025Q1: 720,580 shares; 2025Q2: 737,538 shares; 2025Q3: 720,941 shares; 2025Q4: 725,799 shares 725,799 $69.7M 1.26% +4,858 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: 192,229 shares; 2024Q4: 194,610 shares; 2025Q1: 188,151 shares; 2025Q2: 185,873 shares; 2025Q3: 180,618 shares; 2025Q4: 164,802 shares 164,802 $65.3M 1.18% -15,816 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: 83,065 shares; 2024Q4: 84,056 shares; 2025Q1: 82,352 shares; 2025Q2: 193,441 shares; 2025Q3: 188,845 shares; 2025Q4: 172,345 shares 172,345 $59.3M 1.07% -16,500 Timeline HWC HANCOCK WHITNEY CORPORATION More: the full row for HANCOCK WHITNEY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,070,280 shares; 2024Q4: 1,069,063 shares; 2025Q1: 1,069,500 shares; 2025Q2: 1,068,395 shares; 2025Q3: 925,314 shares; 2025Q4: 928,797 shares 928,797 $59.1M 1.07% +3,483 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: 97,535 shares; 2024Q4: 97,030 shares; 2025Q1: 97,412 shares; 2025Q2: 383,291 shares; 2025Q3: 369,198 shares; 2025Q4: 371,228 shares 371,228 $53.3M 0.96% +2,030 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: 549,319 shares; 2024Q4: 568,423 shares; 2025Q1: 685,682 shares; 2025Q2: 756,141 shares; 2025Q3: 752,695 shares; 2025Q4: 769,235 shares 769,235 $50.8M 0.92% +16,540 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: 44,323 shares; 2024Q4: 41,849 shares; 2025Q1: 66,802 shares; 2025Q2: 154,989 shares; 2025Q3: 153,208 shares; 2025Q4: 149,983 shares 149,983 $49.1M 0.89% -3,225 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: 380,986 shares; 2024Q4: 459,500 shares; 2025Q1: 696,189 shares; 2025Q2: 697,282 shares; 2025Q3: 667,426 shares; 2025Q4: 663,974 shares 663,974 $48.3M 0.87% -3,452 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: 52,447 shares; 2024Q4: 53,853 shares; 2025Q1: 54,740 shares; 2025Q2: 256,928 shares; 2025Q3: 239,695 shares; 2025Q4: 231,030 shares 231,030 $47.8M 0.86% -8,665 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,630 shares; 2024Q4: 39,359 shares; 2025Q1: 40,180 shares; 2025Q2: 41,171 shares; 2025Q3: 93,303 shares; 2025Q4: 92,708 shares 92,708 $47.3M 0.85% -595 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 402,392 shares; 2024Q4: 363,960 shares; 2025Q1: 450,647 shares; 2025Q2: 476,796 shares; 2025Q3: 497,974 shares; 2025Q4: 511,573 shares 511,573 $45.8M 0.83% +13,599 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: 92,718 shares; 2024Q4: 96,200 shares; 2025Q1: 95,627 shares; 2025Q2: 281,441 shares; 2025Q3: 276,189 shares; 2025Q4: 279,212 shares 279,212 $42.6M 0.77% +3,023 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 203,077 shares; 2025Q3: 197,816 shares; 2025Q4: 193,004 shares 193,004 $42.4M 0.76% -4,812 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: 93,570 shares; 2024Q4: 94,394 shares; 2025Q1: 93,712 shares; 2025Q2: 125,164 shares; 2025Q3: 124,137 shares; 2025Q4: 120,145 shares 120,145 $42.1M 0.76% -3,992 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,478 shares; 2024Q4: 5,202 shares; 2025Q1: 6,995 shares; 2025Q2: 11,070 shares; 2025Q3: 11,339 shares; 2025Q4: 47,635 shares 47,635 $41.9M 0.75% +36,296 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: 12,018 shares; 2024Q4: 11,770 shares; 2025Q1: 11,567 shares; 2025Q2: 189,391 shares; 2025Q3: 183,087 shares; 2025Q4: 179,843 shares 179,843 $37.5M 0.68% -3,244 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 150,156 shares; 2024Q4: 154,459 shares; 2025Q1: 18,756 shares; 2025Q2: 369,857 shares; 2025Q3: 343,261 shares; 2025Q4: 322,945 shares 322,945 $37.5M 0.68% -20,316 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: 33,407 shares; 2024Q4: 28,619 shares; 2025Q1: 29,097 shares; 2025Q2: 402,540 shares; 2025Q3: 399,754 shares; 2025Q4: 388,326 shares 388,326 $37.3M 0.67% -11,428 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 305,078 shares; 2025Q3: 298,253 shares; 2025Q4: 289,406 shares 289,406 $36.9M 0.67% -8,847 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,634 shares; 2024Q4: 8,456 shares; 2025Q1: 8,456 shares; 2025Q2: 111,645 shares; 2025Q3: 110,067 shares; 2025Q4: 106,008 shares 106,008 $35.7M 0.64% -4,059 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: 88,943 shares; 2024Q4: 89,203 shares; 2025Q1: 88,560 shares; 2025Q2: 666,048 shares; 2025Q3: 653,561 shares; 2025Q4: 644,282 shares 644,282 $35.4M 0.64% -9,279 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: 10,745 shares; 2024Q4: 12,844 shares; 2025Q1: 12,854 shares; 2025Q2: 208,610 shares; 2025Q3: 204,002 shares; 2025Q4: 201,364 shares 201,364 $34.9M 0.63% -2,638 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: 2,424 shares; 2024Q4: 2,282 shares; 2025Q1: 2,404 shares; 2025Q2: 333,065 shares; 2025Q3: 322,191 shares; 2025Q4: 308,769 shares 308,769 $34M 0.61% -13,422 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,250 shares; 2024Q4: 5,343 shares; 2025Q1: 5,365 shares; 2025Q2: 119,262 shares; 2025Q3: 115,349 shares; 2025Q4: 115,008 shares 115,008 $33.8M 0.61% -341 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: 83,956 shares; 2024Q4: 82,269 shares; 2025Q1: 91,835 shares; 2025Q2: 845,757 shares; 2025Q3: 850,379 shares; 2025Q4: 813,085 shares 813,085 $33.1M 0.6% -37,294 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: 35,093 shares; 2024Q4: 37,752 shares; 2025Q1: 34,872 shares; 2025Q2: 44,976 shares; 2025Q3: 43,806 shares; 2025Q4: 47,616 shares 47,616 $32.5M 0.59% +3,810 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: 37,110 shares; 2024Q4: 35,308 shares; 2025Q1: 35,973 shares; 2025Q2: 327,036 shares; 2025Q3: 315,335 shares; 2025Q4: 307,300 shares 307,300 $32.3M 0.58% -8,035 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: 43,309 shares; 2024Q4: 47,100 shares; 2025Q1: 44,747 shares; 2025Q2: 475,409 shares; 2025Q3: 463,959 shares; 2025Q4: 453,164 shares 453,164 $31.7M 0.57% -10,795 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: 225,997 shares; 2024Q4: 223,676 shares; 2025Q1: 222,704 shares; 2025Q2: 252,982 shares; 2025Q3: 248,495 shares; 2025Q4: 261,224 shares 261,224 $31.4M 0.57% +12,729 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM 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: 670,090 shares 670,090 $30.5M 0.55% 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: 56,017 shares; 2024Q4: 50,143 shares; 2025Q1: 49,350 shares; 2025Q2: 266,199 shares; 2025Q3: 262,585 shares; 2025Q4: 131,011 shares 131,011 $29.9M 0.54% -131,574 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: 12,883 shares; 2024Q4: 17,424 shares; 2025Q1: 27,455 shares; 2025Q2: 278,431 shares; 2025Q3: 270,886 shares; 2025Q4: 257,798 shares 257,798 $29.3M 0.53% -13,088 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: 5,519 shares; 2024Q4: 5,672 shares; 2025Q1: 5,848 shares; 2025Q2: 104,694 shares; 2025Q3: 101,576 shares; 2025Q4: 98,812 shares 98,812 $29.3M 0.53% -2,764 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: 119,148 shares; 2024Q4: 118,215 shares; 2025Q1: 113,963 shares; 2025Q2: 115,005 shares; 2025Q3: 115,351 shares; 2025Q4: 113,886 shares 113,886 $29.3M 0.53% -1,465 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: 57,370 shares; 2024Q4: 58,637 shares; 2025Q1: 62,317 shares; 2025Q2: 51,961 shares; 2025Q3: 51,262 shares; 2025Q4: 47,665 shares 47,665 $29.2M 0.53% -3,597 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: 4,782 shares; 2024Q4: 4,721 shares; 2025Q1: 5,110 shares; 2025Q2: 97,846 shares; 2025Q3: 95,986 shares; 2025Q4: 94,065 shares 94,065 $28.7M 0.52% -1,921 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: 108,979 shares; 2024Q4: 111,222 shares; 2025Q1: 100,380 shares; 2025Q2: 204,963 shares; 2025Q3: 200,305 shares; 2025Q4: 199,853 shares 199,853 $28.6M 0.52% -452 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 419 shares; 2025Q1: 348 shares; 2025Q2: 28,323 shares; 2025Q3: 27,358 shares; 2025Q4: 26,559 shares 26,559 $28.4M 0.51% -799 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: 23,680 shares; 2024Q4: 23,065 shares; 2025Q1: 25,244 shares; 2025Q2: 371,745 shares; 2025Q3: 364,522 shares; 2025Q4: 353,894 shares 353,894 $28.4M 0.51% -10,628 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: 250,706 shares; 2024Q4: 287,500 shares; 2025Q1: 279,342 shares; 2025Q2: 289,290 shares; 2025Q3: 274,430 shares; 2025Q4: 282,206 shares 282,206 $28.2M 0.51% +7,776 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,175 shares; 2024Q4: 6,572 shares; 2025Q1: 6,711 shares; 2025Q2: 124,775 shares; 2025Q3: 122,399 shares; 2025Q4: 120,106 shares 120,106 $27.8M 0.5% -2,293 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: 18,405 shares; 2024Q4: 17,236 shares; 2025Q1: 17,229 shares; 2025Q2: 221,700 shares; 2025Q3: 222,190 shares; 2025Q4: 221,065 shares 221,065 $27.7M 0.5% -1,125 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: 74,320 shares; 2024Q4: 150,307 shares; 2025Q1: 151,250 shares; 2025Q2: 152,719 shares; 2025Q3: 150,884 shares; 2025Q4: 148,551 shares 148,551 $27.4M 0.49% -2,333 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: 319,008 shares; 2024Q4: 322,115 shares; 2025Q1: 321,044 shares; 2025Q2: 331,413 shares; 2025Q3: 477,493 shares; 2025Q4: 484,002 shares 484,002 $26.1M 0.47% +6,509 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: 72,373 shares; 2024Q4: 73,013 shares; 2025Q1: 72,703 shares; 2025Q2: 72,424 shares; 2025Q3: 71,762 shares; 2025Q4: 70,496 shares 70,496 $26.1M 0.47% -1,266 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,060 shares; 2024Q4: 94,659 shares; 2025Q1: 112,981 shares; 2025Q2: 144,379 shares; 2025Q3: 273,426 shares; 2025Q4: 276,437 shares 276,437 $25.8M 0.46% +3,011 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: 28,836 shares; 2024Q4: 29,241 shares; 2025Q1: 29,315 shares; 2025Q2: 28,184 shares; 2025Q3: 27,766 shares; 2025Q4: 273,747 shares 273,747 $25.7M 0.46% +245,981 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: 5,237 shares; 2024Q4: 5,208 shares; 2025Q1: 5,416 shares; 2025Q2: 44,420 shares; 2025Q3: 44,458 shares; 2025Q4: 44,437 shares 44,437 $25.4M 0.46% -21 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: 77,695 shares; 2024Q4: 36,250 shares; 2025Q1: 27,371 shares; 2025Q2: 183,646 shares; 2025Q3: 180,640 shares; 2025Q4: 176,195 shares 176,195 $25.3M 0.46% -4,445 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: 4,169 shares; 2024Q4: 4,368 shares; 2025Q1: 4,436 shares; 2025Q2: 222,751 shares; 2025Q3: 218,737 shares; 2025Q4: 213,281 shares 213,281 $25M 0.45% -5,456 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,297 shares; 2024Q4: 15,245 shares; 2025Q1: 15,031 shares; 2025Q2: 232,637 shares; 2025Q3: 226,971 shares; 2025Q4: 222,442 shares 222,442 $25M 0.45% -4,529 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: 46,700 shares; 2024Q4: 49,847 shares; 2025Q1: 50,928 shares; 2025Q2: 51,940 shares; 2025Q3: 51,503 shares; 2025Q4: 55,072 shares 55,072 $24.8M 0.45% +3,569 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: 8,964 shares; 2024Q4: 8,608 shares; 2025Q1: 9,010 shares; 2025Q2: 17,793 shares; 2025Q3: 64,188 shares; 2025Q4: 78,538 shares 78,538 $24.2M 0.44% +14,350 Timeline IGIB 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: 257,893 shares; 2024Q4: 256,142 shares; 2025Q1: 245,300 shares; 2025Q2: 452,856 shares; 2025Q3: 440,175 shares; 2025Q4: 435,986 shares 435,986 $23.5M 0.42% -4,189 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 601,499 shares; 2025Q3: 574,858 shares; 2025Q4: 584,781 shares 584,781 $23.5M 0.42% +9,923 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: 26,813 shares; 2024Q4: 18,517 shares; 2025Q1: 28,212 shares; 2025Q2: 290,167 shares; 2025Q3: 285,289 shares; 2025Q4: 268,429 shares 268,429 $23.4M 0.42% -16,860 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,065 shares; 2024Q4: 54,015 shares; 2025Q1: 54,125 shares; 2025Q2: 49,803 shares; 2025Q3: 41,977 shares; 2025Q4: 41,233 shares 41,233 $23.4M 0.42% -744 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 264,869 shares; 2025Q3: 260,095 shares; 2025Q4: 510,109 shares 510,109 $23.1M 0.42% +250,014 Timeline KSS KOHLS CORP More: the full row for KOHLS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,790 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,114,169 shares; 2025Q4: 1,118,903 shares 1,118,903 $22.8M 0.41% +4,734 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: 12,547 shares; 2024Q4: 12,531 shares; 2025Q1: 12,606 shares; 2025Q2: 13,667 shares; 2025Q3: 13,780 shares; 2025Q4: 25,920 shares 25,920 $22.4M 0.4% +12,140 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: 43,215 shares; 2025Q1: 48,938 shares; 2025Q2: 121,257 shares; 2025Q3: 121,456 shares; 2025Q4: 123,855 shares 123,855 $22.3M 0.4% +2,399 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,134 shares; 2024Q4: 2,124 shares; 2025Q1: 2,128 shares; 2025Q2: 177,496 shares; 2025Q3: 173,837 shares; 2025Q4: 170,060 shares 170,060 $22.2M 0.4% -3,777 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 220,428 shares; 2024Q4: 212,714 shares; 2025Q1: 207,917 shares; 2025Q2: 148,066 shares; 2025Q3: 138,819 shares; 2025Q4: 137,052 shares 137,052 $22.1M 0.4% -1,767 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: 74,224 shares; 2024Q4: 97,095 shares; 2025Q1: 102,722 shares; 2025Q2: 107,189 shares; 2025Q3: 105,309 shares; 2025Q4: 105,891 shares 105,891 $22M 0.4% +582 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: 41,691 shares; 2024Q4: 29,078 shares; 2025Q1: 28,913 shares; 2025Q2: 34,436 shares; 2025Q3: 21,220 shares; 2025Q4: 20,352 shares 20,352 $21.9M 0.39% -868 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,955 shares; 2024Q4: 42,164 shares; 2025Q1: 70,426 shares; 2025Q2: 74,956 shares; 2025Q3: 78,106 shares; 2025Q4: 78,242 shares 78,242 $21.5M 0.39% +136 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,827 shares; 2024Q4: 1,826 shares; 2025Q1: 1,928 shares; 2025Q2: 30,223 shares; 2025Q3: 88,291 shares; 2025Q4: 88,659 shares 88,659 $21.5M 0.39% +368 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,936 shares; 2025Q1: 5,878 shares; 2025Q2: 6,648 shares; 2025Q3: 124,059 shares; 2025Q4: 123,983 shares 123,983 $21.2M 0.38% -76 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: 2,374 shares; 2024Q4: 3,074 shares; 2025Q1: 2,959 shares; 2025Q2: 188,343 shares; 2025Q3: 225,524 shares; 2025Q4: 213,658 shares 213,658 $21.2M 0.38% -11,866 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: 131,564 shares; 2024Q4: 132,978 shares; 2025Q1: 132,457 shares; 2025Q2: 149,161 shares; 2025Q3: 141,484 shares; 2025Q4: 136,824 shares 136,824 $21M 0.38% -4,660 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: 155,633 shares; 2024Q4: 172,960 shares; 2025Q1: 227,652 shares; 2025Q2: 235,644 shares; 2025Q3: 189,658 shares; 2025Q4: 186,006 shares 186,006 $20.7M 0.37% -3,652 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 37,189 shares; 2025Q3: 37,364 shares; 2025Q4: 37,486 shares 37,486 $20.7M 0.37% +122 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: 4,287 shares; 2024Q4: 47,130 shares; 2025Q1: 48,751 shares; 2025Q2: 56,796 shares; 2025Q3: 58,479 shares; 2025Q4: 72,917 shares 72,917 $20.7M 0.37% +14,438 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,364 shares; 2024Q4: 75,035 shares; 2025Q1: 74,602 shares; 2025Q2: 75,602 shares; 2025Q3: 60,460 shares; 2025Q4: 59,436 shares 59,436 $20.1M 0.36% -1,024 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,378 shares; 2024Q4: 29,218 shares; 2025Q1: 29,252 shares; 2025Q2: 31,936 shares; 2025Q3: 31,356 shares; 2025Q4: 32,988 shares 32,988 $19.9M 0.36% +1,632 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,962 shares; 2024Q4: 93,239 shares; 2025Q1: 93,218 shares; 2025Q2: 101,122 shares; 2025Q3: 100,019 shares; 2025Q4: 97,744 shares 97,744 $19.8M 0.36% -2,275 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,612 shares; 2024Q4: 9,006 shares; 2025Q1: 9,483 shares; 2025Q2: 20,825 shares; 2025Q3: 61,303 shares; 2025Q4: 69,243 shares 69,243 $19.8M 0.36% +7,940 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 203,957 shares; 2024Q4: 154,127 shares; 2025Q1: 183,735 shares; 2025Q2: 226,869 shares; 2025Q3: 245,955 shares; 2025Q4: 240,820 shares 240,820 $19.7M 0.35% -5,135 Timeline BEN FRANKLIN TEMPLETON INC More: the full row for FRANKLIN TEMPLETON 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: 823,015 shares 823,015 $19.7M 0.35% new Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,975 shares; 2024Q4: 75,671 shares; 2025Q1: 76,016 shares; 2025Q2: 99,464 shares; 2025Q3: 86,718 shares; 2025Q4: 84,390 shares 84,390 $18.8M 0.34% -2,328 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,730 shares; 2024Q4: 1,740 shares; 2025Q1: 21,344 shares; 2025Q2: 52,161 shares; 2025Q3: 53,997 shares; 2025Q4: 53,858 shares 53,858 $18.6M 0.33% -139 Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,826 shares; 2024Q4: 81,846 shares; 2025Q1: 98,882 shares; 2025Q2: 104,134 shares; 2025Q3: 93,351 shares; 2025Q4: 91,935 shares 91,935 $18.3M 0.33% -1,416 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 283,192 shares; 2025Q3: 298,471 shares; 2025Q4: 296,983 shares 296,983 $17.9M 0.32% -1,488 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: 16,796 shares; 2024Q4: 120,811 shares; 2025Q1: 203,818 shares; 2025Q2: 235,895 shares; 2025Q3: 246,221 shares; 2025Q4: 242,465 shares 242,465 $16.3M 0.29% -3,756 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: 11,825 shares; 2024Q4: 11,638 shares; 2025Q1: 12,033 shares; 2025Q2: 31,643 shares; 2025Q3: 31,547 shares; 2025Q4: 31,924 shares 31,924 $16M 0.29% +377 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: 22,040 shares; 2024Q4: 22,661 shares; 2025Q1: 25,066 shares; 2025Q2: 48,828 shares; 2025Q3: 48,784 shares; 2025Q4: 49,006 shares 49,006 $15.4M 0.28% +222 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: 2,442 shares; 2024Q4: 2,451 shares; 2025Q1: 3,126 shares; 2025Q2: 3,476 shares; 2025Q3: 4,073 shares; 2025Q4: 74,778 shares 74,778 $15.2M 0.27% +70,705 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,816 shares; 2025Q3: 22,310 shares; 2025Q4: 20,623 shares 20,623 $13.9M 0.25% -1,687 Timeline CMBS 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: 219,110 shares; 2025Q2: 253,002 shares; 2025Q3: 256,960 shares; 2025Q4: 268,948 shares 268,948 $13.2M 0.24% +11,988 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: 47,733 shares; 2024Q4: 48,473 shares; 2025Q1: 50,455 shares; 2025Q2: 292,296 shares; 2025Q3: 292,392 shares; 2025Q4: 290,788 shares 290,788 $12.7M 0.23% -1,604 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: 38,860 shares; 2024Q4: 42,683 shares; 2025Q1: 34,010 shares; 2025Q2: 44,148 shares; 2025Q3: 50,228 shares; 2025Q4: 51,205 shares 51,205 $12.6M 0.23% +977 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: 101,972 shares; 2024Q4: 104,577 shares; 2025Q1: 98,528 shares; 2025Q2: 101,214 shares; 2025Q3: 97,262 shares; 2025Q4: 100,319 shares 100,319 $12.4M 0.22% +3,057 Timeline ASB ASSOCIATED BANC-CORP More: the full row for ASSOCIATED BANC-CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,600 shares; 2024Q4: 58,001 shares; 2025Q1: 274,707 shares; 2025Q2: 469,041 shares; 2025Q3: 470,624 shares; 2025Q4: 467,869 shares 467,869 $12.1M 0.22% -2,755 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD 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: 154,332 shares 154,332 $11.9M 0.22% new Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,467 shares; 2024Q4: 1,486 shares; 2025Q1: 2,783 shares; 2025Q2: 4,988 shares; 2025Q3: 16,993 shares; 2025Q4: 77,874 shares 77,874 $11.9M 0.22% +60,881 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,923 shares; 2024Q4: 7,778 shares; 2025Q1: 7,635 shares; 2025Q2: 67,106 shares; 2025Q3: 67,673 shares; 2025Q4: 68,352 shares 68,352 $11.9M 0.21% +679 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: 12,730 shares; 2024Q4: 8,923 shares; 2025Q1: 8,609 shares; 2025Q2: 9,437 shares; 2025Q3: 143,010 shares; 2025Q4: 146,712 shares 146,712 $11.6M 0.21% +3,702 Timeline R RYDER SYS INC More: the full row for RYDER SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,975 shares; 2024Q4: 26,615 shares; 2025Q1: 26,360 shares; 2025Q2: 62,389 shares; 2025Q3: 60,454 shares; 2025Q4: 60,824 shares 60,824 $11.6M 0.21% +370 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL 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: 254,353 shares 254,353 $11.6M 0.21% new Timeline CWEN CLEARWAY ENERGY INC More: the full row for CLEARWAY ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,420 shares; 2024Q4: 60,177 shares; 2025Q1: 68,193 shares; 2025Q2: 369,023 shares; 2025Q3: 358,752 shares; 2025Q4: 346,262 shares 346,262 $11.5M 0.21% -12,490 Timeline VIRT VIRTU FINL INC More: the full row for VIRTU FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 36,797 shares; 2025Q1: 293,755 shares; 2025Q2: 338,452 shares; 2025Q3: 390,596 shares; 2025Q4: 341,607 shares 341,607 $11.4M 0.21% -48,989 Timeline MAT MATTEL INC More: the full row for MATTEL 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: 17,220 shares; 2025Q2: 552,464 shares; 2025Q3: 561,973 shares; 2025Q4: 560,417 shares 560,417 $11.1M 0.2% -1,556 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: 12,349 shares; 2024Q4: 11,698 shares; 2025Q1: 11,645 shares; 2025Q2: 11,629 shares; 2025Q3: 79,222 shares; 2025Q4: 79,745 shares 79,745 $10.8M 0.19% +523 Timeline THG HANOVER INS GROUP INC More: the full row for HANOVER INS 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: 52,358 shares; 2025Q2: 56,355 shares; 2025Q3: 55,058 shares; 2025Q4: 58,598 shares 58,598 $10.7M 0.19% +3,540 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,439 shares; 2024Q4: 11,165 shares; 2025Q1: 10,788 shares; 2025Q2: 10,982 shares; 2025Q3: 122,619 shares; 2025Q4: 122,955 shares 122,955 $10.7M 0.19% +336 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO 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: 297,718 shares; 2025Q3: 403,858 shares; 2025Q4: 399,597 shares 399,597 $10.7M 0.19% -4,261 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 118,213 shares; 2024Q4: 123,820 shares; 2025Q1: 122,026 shares; 2025Q2: 124,320 shares; 2025Q3: 122,112 shares; 2025Q4: 113,657 shares 113,657 $10.6M 0.19% -8,455 Timeline SCHC 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: 138,477 shares; 2024Q4: 140,044 shares; 2025Q1: 151,111 shares; 2025Q2: 162,784 shares; 2025Q3: 220,009 shares; 2025Q4: 228,616 shares 228,616 $10.4M 0.19% +8,607 Timeline IGF 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: 175,404 shares; 2024Q4: 175,119 shares; 2025Q1: 181,894 shares; 2025Q2: 169,226 shares; 2025Q3: 176,938 shares; 2025Q4: 167,913 shares 167,913 $10.3M 0.19% -9,025 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,282 shares; 2024Q4: 46,827 shares; 2025Q1: 44,268 shares; 2025Q2: 46,368 shares; 2025Q3: 44,973 shares; 2025Q4: 48,289 shares 48,289 $10.2M 0.18% +3,316 Timeline CBT CABOT CORP More: the full row for CABOT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 134,079 shares; 2024Q4: 142,137 shares; 2025Q1: 169,868 shares; 2025Q2: 168,595 shares; 2025Q3: 167,058 shares; 2025Q4: 149,866 shares 149,866 $9.93M 0.18% -17,192 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,846 shares; 2024Q4: 6,940 shares; 2025Q1: 4,877 shares; 2025Q2: 7,827 shares; 2025Q3: 7,788 shares; 2025Q4: 7,886 shares 7,886 $9.58M 0.17% +98 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: 43,286 shares; 2024Q4: 45,530 shares; 2025Q1: 46,273 shares; 2025Q2: 50,399 shares; 2025Q3: 47,809 shares; 2025Q4: 49,263 shares 49,263 $9.44M 0.17% +1,454 Timeline POST POST HLDGS INC More: the full row for POST 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: 3,025 shares; 2025Q2: 4,989 shares; 2025Q3: 113,789 shares; 2025Q4: 93,649 shares 93,649 $9.28M 0.17% -20,140 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: 193,826 shares; 2024Q4: 185,750 shares; 2025Q1: 131,828 shares; 2025Q2: 126,453 shares; 2025Q3: 122,933 shares; 2025Q4: 116,080 shares 116,080 $9.25M 0.17% -6,853 Timeline HIMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 174,723 shares; 2025Q2: 176,981 shares; 2025Q3: 177,920 shares; 2025Q4: 188,860 shares 188,860 $9.19M 0.17% +10,940 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,468 shares; 2024Q4: 39,239 shares; 2025Q1: 39,871 shares; 2025Q2: 39,130 shares; 2025Q3: 39,174 shares; 2025Q4: 38,380 shares 38,380 $8.75M 0.16% -794 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,848 shares; 2025Q3: 11,337 shares; 2025Q4: 11,251 shares 11,251 $8.48M 0.15% -86 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,309 shares; 2024Q4: 6,804 shares; 2025Q1: 6,483 shares; 2025Q2: 26,912 shares; 2025Q3: 26,491 shares; 2025Q4: 27,220 shares 27,220 $8.27M 0.15% +729 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,841 shares; 2024Q4: 6,998 shares; 2025Q1: 5,956 shares; 2025Q2: 12,430 shares; 2025Q3: 12,186 shares; 2025Q4: 22,081 shares 22,081 $8.25M 0.15% +9,895 Timeline JHG JANUS HENDERSON GROUP PLC More: the full row for JANUS HENDERSON GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,204 shares; 2024Q4: 415,271 shares; 2025Q1: 438,771 shares; 2025Q2: 189,252 shares; 2025Q3: 183,054 shares; 2025Q4: 170,358 shares 170,358 $8.1M 0.15% -12,696 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 320,220 shares; 2025Q4: 332,331 shares 332,331 $7.98M 0.14% +12,111 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,118 shares; 2024Q4: 15,584 shares; 2025Q1: 34,657 shares; 2025Q2: 130,431 shares; 2025Q3: 130,288 shares; 2025Q4: 100,264 shares 100,264 $7.92M 0.14% -30,024 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: 6,246 shares; 2024Q4: 5,653 shares; 2025Q1: 4,074 shares; 2025Q2: 50,803 shares; 2025Q3: 51,480 shares; 2025Q4: 50,807 shares 50,807 $7.86M 0.14% -673 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 61,339 shares; 2025Q3: 59,161 shares; 2025Q4: 58,723 shares 58,723 $7.84M 0.14% -438 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,410 shares; 2024Q4: 42,684 shares; 2025Q1: 46,474 shares; 2025Q2: 49,464 shares; 2025Q3: 48,760 shares; 2025Q4: 47,656 shares 47,656 $7.76M 0.14% -1,104 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,494 shares; 2024Q4: 2,494 shares; 2025Q1: not reported; 2025Q2: 71,777 shares; 2025Q3: 70,239 shares; 2025Q4: 70,384 shares 70,384 $7.51M 0.14% +145 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 48,846 shares; 2025Q3: 46,936 shares; 2025Q4: 47,186 shares 47,186 $7.32M 0.13% +250 Timeline IWN 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: 33,735 shares; 2024Q4: 35,467 shares; 2025Q1: 35,263 shares; 2025Q2: 38,821 shares; 2025Q3: 38,729 shares; 2025Q4: 38,599 shares 38,599 $6.99M 0.13% -130 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: 147,517 shares; 2025Q1: 156,466 shares; 2025Q2: 57,413 shares; 2025Q3: 54,331 shares; 2025Q4: 52,909 shares 52,909 $6.93M 0.12% -1,422 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: 3,471 shares; 2024Q4: 3,471 shares; 2025Q1: 3,471 shares; 2025Q2: 22,934 shares; 2025Q3: 22,934 shares; 2025Q4: 20,629 shares 20,629 $6.92M 0.12% -2,305 Timeline IGSB 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: 34,222 shares; 2024Q4: 33,222 shares; 2025Q1: 33,634 shares; 2025Q2: 136,541 shares; 2025Q3: 129,336 shares; 2025Q4: 127,374 shares 127,374 $6.74M 0.12% -1,962 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,879 shares; 2024Q4: 4,178 shares; 2025Q1: 4,255 shares; 2025Q2: 4,993 shares; 2025Q3: 49,114 shares; 2025Q4: 49,194 shares 49,194 $6.65M 0.12% +80 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,268 shares; 2024Q4: 65,789 shares; 2025Q1: 37,730 shares; 2025Q2: 36,735 shares; 2025Q3: 32,787 shares; 2025Q4: 59,101 shares 59,101 $6.33M 0.11% +26,314 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 117,296 shares; 2024Q4: 79,003 shares; 2025Q1: 122,761 shares; 2025Q2: 144,864 shares; 2025Q3: 108,292 shares; 2025Q4: 113,898 shares 113,898 $6.23M 0.11% +5,606 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,792 shares; 2024Q4: 63,955 shares; 2025Q1: 63,051 shares; 2025Q2: 74,324 shares; 2025Q3: 81,534 shares; 2025Q4: 82,161 shares 82,161 $6.09M 0.11% +627 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,847 shares; 2024Q4: 8,847 shares; 2025Q1: 8,847 shares; 2025Q2: 26,802 shares; 2025Q3: 26,254 shares; 2025Q4: 50,363 shares 50,363 $6.01M 0.11% +24,109 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: 25,613 shares; 2024Q4: 25,814 shares; 2025Q1: 26,138 shares; 2025Q2: 31,257 shares; 2025Q3: 31,201 shares; 2025Q4: 30,853 shares 30,853 $6.01M 0.11% -348 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 247,215 shares; 2024Q4: 264,239 shares; 2025Q1: 80,193 shares; 2025Q2: 92,909 shares; 2025Q3: 90,572 shares; 2025Q4: 88,584 shares 88,584 $5.95M 0.11% -1,988 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: 56,489 shares; 2024Q4: 49,096 shares; 2025Q1: 48,497 shares; 2025Q2: 49,296 shares; 2025Q3: 15,770 shares; 2025Q4: 12,219 shares 12,219 $5.91M 0.11% -3,551 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI 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: 3,428 shares; 2025Q4: 35,931 shares 35,931 $5.87M 0.11% +32,503 Timeline IBDW 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: 255,257 shares; 2025Q3: 273,683 shares; 2025Q4: 274,748 shares 274,748 $5.81M 0.1% +1,065 Timeline ACWX 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: 84,534 shares; 2024Q4: 83,300 shares; 2025Q1: 85,704 shares; 2025Q2: 85,704 shares; 2025Q3: 85,971 shares; 2025Q4: 85,971 shares 85,971 $5.77M 0.1% 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: 10,584 shares; 2024Q4: 10,504 shares; 2025Q1: 9,155 shares; 2025Q2: 9,413 shares; 2025Q3: 9,281 shares; 2025Q4: 9,281 shares 9,281 $5.7M 0.1% 0 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 362 shares; 2024Q4: 455 shares; 2025Q1: 480 shares; 2025Q2: 1,002 shares; 2025Q3: 992 shares; 2025Q4: 1,066 shares 1,066 $5.7M 0.1% +74 Timeline VNQ 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: 37,039 shares; 2024Q4: 45,924 shares; 2025Q1: 21,747 shares; 2025Q2: 47,108 shares; 2025Q3: 60,033 shares; 2025Q4: 64,257 shares 64,257 $5.69M 0.1% +4,224 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,767 shares; 2024Q4: 19,376 shares; 2025Q1: 3,079 shares; 2025Q2: 5,738 shares; 2025Q3: 5,657 shares; 2025Q4: 8,569 shares 8,569 $5.68M 0.1% +2,912 Timeline IBDX 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: 203,710 shares; 2025Q3: 219,327 shares; 2025Q4: 221,355 shares 221,355 $5.65M 0.1% +2,028 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: 77,315 shares; 2024Q4: 83,663 shares; 2025Q1: 85,828 shares; 2025Q2: 110,668 shares; 2025Q3: 111,072 shares; 2025Q4: 112,057 shares 112,057 $5.61M 0.1% +985 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 132,397 shares; 2024Q4: 131,969 shares; 2025Q1: 69,812 shares; 2025Q2: 104,436 shares; 2025Q3: 103,184 shares; 2025Q4: 102,967 shares 102,967 $5.54M 0.1% -217 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,207 shares; 2024Q4: 3,199 shares; 2025Q1: 3,278 shares; 2025Q2: 37,352 shares; 2025Q3: 41,523 shares; 2025Q4: 35,376 shares 35,376 $5.47M 0.1% -6,147 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,038 shares; 2024Q4: 19,905 shares; 2025Q1: 17,627 shares; 2025Q2: 17,393 shares; 2025Q3: 19,523 shares; 2025Q4: 18,661 shares 18,661 $5.39M 0.1% -862 Timeline IBDY 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: 182,942 shares; 2025Q3: 198,726 shares; 2025Q4: 205,873 shares 205,873 $5.38M 0.1% +7,147 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,371 shares; 2024Q4: 2,335 shares; 2025Q1: not reported; 2025Q2: 54,207 shares; 2025Q3: 54,774 shares; 2025Q4: 55,390 shares 55,390 $5.33M 0.1% +616 Timeline IDCC INTERDIGITAL INC More: the full row for INTERDIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,496 shares; 2024Q4: 16,241 shares; 2025Q1: 19,259 shares; 2025Q2: 17,743 shares; 2025Q3: 16,549 shares; 2025Q4: 16,535 shares 16,535 $5.26M 0.09% -14 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,914 shares; 2024Q4: 13,910 shares; 2025Q1: 14,032 shares; 2025Q2: 25,617 shares; 2025Q3: 26,529 shares; 2025Q4: 26,829 shares 26,829 $5.23M 0.09% +300 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,820 shares; 2024Q4: 48,304 shares; 2025Q1: 50,206 shares; 2025Q2: 10,965 shares; 2025Q3: 10,036 shares; 2025Q4: 9,277 shares 9,277 $5.21M 0.09% -759 Timeline EZU 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: 75,956 shares; 2024Q4: 75,931 shares; 2025Q1: 79,280 shares; 2025Q2: 80,999 shares; 2025Q3: 80,999 shares; 2025Q4: 80,999 shares 80,999 $5.19M 0.09% 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: 4,258 shares; 2024Q4: 4,704 shares; 2025Q1: 4,378 shares; 2025Q2: 10,867 shares; 2025Q3: 9,955 shares; 2025Q4: 10,822 shares 10,822 $5.12M 0.09% +867 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: 60,830 shares; 2024Q4: 65,105 shares; 2025Q1: 82,607 shares; 2025Q2: 87,703 shares; 2025Q3: 86,764 shares; 2025Q4: 88,484 shares 88,484 $5.1M 0.09% +1,720 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: 80,734 shares; 2024Q4: 71,204 shares; 2025Q1: 67,473 shares; 2025Q2: 70,501 shares; 2025Q3: 68,252 shares; 2025Q4: 65,866 shares 65,866 $5.07M 0.09% -2,386 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: 16,825 shares; 2024Q4: 15,837 shares; 2025Q1: 15,456 shares; 2025Q2: 22,005 shares; 2025Q3: 21,932 shares; 2025Q4: 22,161 shares 22,161 $5.05M 0.09% +229 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: 4,838 shares; 2024Q4: 4,957 shares; 2025Q1: 5,142 shares; 2025Q2: 18,055 shares; 2025Q3: 19,989 shares; 2025Q4: 20,686 shares 20,686 $4.99M 0.09% +697 Timeline IBDU 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: 206,974 shares; 2025Q3: 218,234 shares; 2025Q4: 213,103 shares 213,103 $4.99M 0.09% -5,131 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: 12,847 shares; 2024Q4: 13,180 shares; 2025Q1: 14,320 shares; 2025Q2: 11,094 shares; 2025Q3: 10,773 shares; 2025Q4: 10,705 shares 10,705 $4.98M 0.09% -68 Timeline IBDV 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: 212,918 shares; 2025Q3: 229,680 shares; 2025Q4: 224,886 shares 224,886 $4.96M 0.09% -4,794 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: 115,216 shares; 2024Q4: 118,613 shares; 2025Q1: 118,759 shares; 2025Q2: 117,227 shares; 2025Q3: 84,518 shares; 2025Q4: 84,276 shares 84,276 $4.95M 0.09% -242 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,939 shares; 2024Q4: 9,670 shares; 2025Q1: 9,576 shares; 2025Q2: 8,806 shares; 2025Q3: 8,633 shares; 2025Q4: 8,573 shares 8,573 $4.89M 0.09% -60 Timeline IBDT 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: 182,476 shares; 2025Q3: 194,235 shares; 2025Q4: 189,810 shares 189,810 $4.83M 0.09% -4,425 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,018 shares; 2024Q4: 35,798 shares; 2025Q1: 22,526 shares; 2025Q2: 19,603 shares; 2025Q3: 18,854 shares; 2025Q4: 22,454 shares 22,454 $4.76M 0.09% +3,600 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: 1,196 shares; 2024Q4: 1,192 shares; 2025Q1: 1,836 shares; 2025Q2: 16,409 shares; 2025Q3: 17,574 shares; 2025Q4: 17,202 shares 17,202 $4.67M 0.08% -372 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: 15,653 shares; 2024Q4: 15,747 shares; 2025Q1: 16,483 shares; 2025Q2: 25,529 shares; 2025Q3: 25,742 shares; 2025Q4: 25,054 shares 25,054 $4.59M 0.08% -688 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,172 shares; 2024Q4: 48,268 shares; 2025Q1: 47,634 shares; 2025Q2: 48,541 shares; 2025Q3: 39,910 shares; 2025Q4: 37,157 shares 37,157 $4.56M 0.08% -2,753 Timeline FLMI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON 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: 93,847 shares; 2025Q3: 123,969 shares; 2025Q4: 182,273 shares 182,273 $4.53M 0.08% +58,304 Timeline CMC COMMERCIAL METALS CO More: the full row for COMMERCIAL METALS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 86,299 shares; 2025Q1: 29,186 shares; 2025Q2: 24,115 shares; 2025Q3: 63,999 shares; 2025Q4: 65,197 shares 65,197 $4.51M 0.08% +1,198 Timeline IBDR 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: 178,034 shares; 2025Q3: 187,616 shares; 2025Q4: 185,529 shares 185,529 $4.5M 0.08% -2,087 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: 9,473 shares; 2024Q4: 8,595 shares; 2025Q1: 7,496 shares; 2025Q2: 16,855 shares; 2025Q3: 15,644 shares; 2025Q4: 13,606 shares 13,606 $4.49M 0.08% -2,038 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 34,917 shares; 2025Q3: 33,656 shares; 2025Q4: 35,032 shares 35,032 $4.47M 0.08% +1,376 Timeline EMB 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: 33,938 shares; 2024Q4: 36,104 shares; 2025Q1: 34,650 shares; 2025Q2: 37,078 shares; 2025Q3: 42,611 shares; 2025Q4: 46,354 shares 46,354 $4.46M 0.08% +3,743 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,299 shares; 2024Q4: 51,949 shares; 2025Q1: 51,265 shares; 2025Q2: 52,695 shares; 2025Q3: 52,797 shares; 2025Q4: 53,078 shares 53,078 $4.43M 0.08% +281 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: 29,115 shares; 2024Q4: 29,825 shares; 2025Q1: 28,699 shares; 2025Q2: 28,989 shares; 2025Q3: 29,384 shares; 2025Q4: 31,328 shares 31,328 $4.42M 0.08% +1,944 Timeline IBDS 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: 174,933 shares; 2025Q3: 183,386 shares; 2025Q4: 180,902 shares 180,902 $4.39M 0.08% -2,484 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: 3,005 shares; 2024Q4: 3,371 shares; 2025Q1: 4,065 shares; 2025Q2: 7,376 shares; 2025Q3: 7,280 shares; 2025Q4: 6,893 shares 6,893 $4.32M 0.08% -387 Timeline IBDZ 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: 129,408 shares; 2025Q3: 154,593 shares; 2025Q4: 163,689 shares 163,689 $4.32M 0.08% +9,096 Timeline FN FABRINET More: the full row for FABRINET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 941 shares; 2024Q4: 3,092 shares; 2025Q1: 3,671 shares; 2025Q2: 10,627 shares; 2025Q3: 10,695 shares; 2025Q4: 9,474 shares 9,474 $4.31M 0.08% -1,221 Timeline SBRA SABRA HEALTH CARE REIT INC More: the full row for SABRA HEALTH CARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 194,819 shares; 2024Q4: 206,035 shares; 2025Q1: 209,923 shares; 2025Q2: 217,409 shares; 2025Q3: 219,530 shares; 2025Q4: 227,551 shares 227,551 $4.31M 0.08% +8,021 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,733 shares; 2024Q4: 1,706 shares; 2025Q1: 1,724 shares; 2025Q2: 4,982 shares; 2025Q3: 4,959 shares; 2025Q4: 5,103 shares 5,103 $4.13M 0.07% +144 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,057 shares; 2024Q4: 5,963 shares; 2025Q1: 5,971 shares; 2025Q2: 6,404 shares; 2025Q3: 6,399 shares; 2025Q4: 12,697 shares 12,697 $4.11M 0.07% +6,298 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: 10,807 shares; 2024Q4: 12,067 shares; 2025Q1: 12,398 shares; 2025Q2: 19,500 shares; 2025Q3: 17,217 shares; 2025Q4: 15,491 shares 15,491 $4.1M 0.07% -1,726 Timeline SCZ 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: 43,829 shares; 2024Q4: 48,672 shares; 2025Q1: 47,425 shares; 2025Q2: 49,261 shares; 2025Q3: 50,902 shares; 2025Q4: 52,304 shares 52,304 $4.06M 0.07% +1,402 Timeline TNL TRAVEL PLUS LEISURE CO More: the full row for TRAVEL PLUS LEISURE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,477 shares; 2024Q4: 45,039 shares; 2025Q1: 45,701 shares; 2025Q2: 54,140 shares; 2025Q3: 55,706 shares; 2025Q4: 57,223 shares 57,223 $4.04M 0.07% +1,517 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: 5,139 shares; 2024Q4: 7,708 shares; 2025Q1: 6,613 shares; 2025Q2: 8,131 shares; 2025Q3: 8,070 shares; 2025Q4: 8,207 shares 8,207 $4M 0.07% +137 Timeline PHIN PHINIA INC More: the full row for PHINIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,088 shares; 2024Q4: 59,547 shares; 2025Q1: 60,096 shares; 2025Q2: 62,332 shares; 2025Q3: 62,643 shares; 2025Q4: 63,326 shares 63,326 $3.97M 0.07% +683 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,428 shares; 2024Q4: 5,202 shares; 2025Q1: 4,575 shares; 2025Q2: 51,304 shares; 2025Q3: 51,060 shares; 2025Q4: 50,726 shares 50,726 $3.94M 0.07% -334 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,299 shares; 2024Q4: 16,354 shares; 2025Q1: 13,562 shares; 2025Q2: 17,958 shares; 2025Q3: 19,828 shares; 2025Q4: 24,298 shares 24,298 $3.87M 0.07% +4,470 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 48,043 shares; 2025Q3: 45,274 shares; 2025Q4: 89,844 shares 89,844 $3.84M 0.07% +44,570 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,495 shares; 2024Q4: 4,045 shares; 2025Q1: 4,157 shares; 2025Q2: 15,991 shares; 2025Q3: 16,720 shares; 2025Q4: 17,327 shares 17,327 $3.76M 0.07% +607 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: 13,508 shares; 2024Q4: 13,500 shares; 2025Q1: 13,288 shares; 2025Q2: 12,931 shares; 2025Q3: 12,947 shares; 2025Q4: 12,912 shares 12,912 $3.75M 0.07% -35 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,544 shares; 2024Q4: 5,341 shares; 2025Q1: 6,024 shares; 2025Q2: 32,972 shares; 2025Q3: 34,744 shares; 2025Q4: 31,782 shares 31,782 $3.71M 0.07% -2,962 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: 139,918 shares; 2024Q4: 114,667 shares; 2025Q1: 152,313 shares; 2025Q2: 1,000,587 shares; 2025Q3: 186,069 shares; 2025Q4: 147,434 shares 147,434 $3.67M 0.07% -38,635 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,597 shares; 2024Q4: 7,449 shares; 2025Q1: 7,471 shares; 2025Q2: 7,451 shares; 2025Q3: 10,166 shares; 2025Q4: 11,156 shares 11,156 $3.57M 0.06% +990 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: not reported; 2024Q4: 48,425 shares; 2025Q1: 107,466 shares; 2025Q2: 128,532 shares; 2025Q3: 129,153 shares; 2025Q4: 134,128 shares 134,128 $3.52M 0.06% +4,975 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: 6,667 shares; 2025Q3: 7,311 shares; 2025Q4: 11,867 shares 11,867 $3.51M 0.06% +4,556 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,907 shares; 2024Q4: 94,131 shares; 2025Q1: 94,779 shares; 2025Q2: 143,881 shares; 2025Q3: 96,839 shares; 2025Q4: 96,816 shares 96,816 $3.51M 0.06% -23 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY 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: 4,519 shares; 2025Q2: 7,459 shares; 2025Q3: 10,958 shares; 2025Q4: 11,076 shares 11,076 $3.49M 0.06% +118 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: 30,965 shares; 2024Q4: 31,856 shares; 2025Q1: 34,402 shares; 2025Q2: 21,976 shares; 2025Q3: 15,982 shares; 2025Q4: 19,975 shares 19,975 $3.42M 0.06% +3,993 Timeline DON 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: 68,708 shares; 2024Q4: 68,690 shares; 2025Q1: 67,879 shares; 2025Q2: 65,765 shares; 2025Q3: 64,744 shares; 2025Q4: 64,763 shares 64,763 $3.34M 0.06% +19 Timeline DJP BARCLAYS BANK PLC More: the full row for BARCLAYS BANK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 112,449 shares; 2024Q4: 120,782 shares; 2025Q1: 108,486 shares; 2025Q2: 86,276 shares; 2025Q3: 87,739 shares; 2025Q4: 87,782 shares 87,782 $3.3M 0.06% +43 Timeline POOL POOL CORP More: the full row for POOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,048 shares; 2024Q4: 17,757 shares; 2025Q1: 17,749 shares; 2025Q2: 17,706 shares; 2025Q3: 17,706 shares; 2025Q4: 14,375 shares 14,375 $3.29M 0.06% -3,331 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,106 shares; 2024Q4: 32,197 shares; 2025Q1: 40,763 shares; 2025Q2: 41,838 shares; 2025Q3: 41,760 shares; 2025Q4: 42,139 shares 42,139 $3.27M 0.06% +379 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: 385,986 shares; 2024Q4: 539,345 shares; 2025Q1: 335,872 shares; 2025Q2: 355,181 shares; 2025Q3: 210,460 shares; 2025Q4: 244,896 shares 244,896 $3.24M 0.06% +34,436 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,360 shares; 2024Q4: 3,129 shares; 2025Q1: 2,514 shares; 2025Q2: 2,382 shares; 2025Q3: 1,964 shares; 2025Q4: 1,910 shares 1,910 $3.23M 0.06% -54 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: 57,438 shares; 2024Q4: 56,142 shares; 2025Q1: 53,791 shares; 2025Q2: 53,791 shares; 2025Q3: 49,988 shares; 2025Q4: 67,735 shares 67,735 $3.19M 0.06% +17,747 Timeline SHM 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: 72,579 shares; 2024Q4: 73,969 shares; 2025Q1: 72,969 shares; 2025Q2: 65,237 shares; 2025Q3: 69,076 shares; 2025Q4: 66,304 shares 66,304 $3.18M 0.06% -2,772 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,483 shares; 2024Q4: 60,273 shares; 2025Q1: 59,773 shares; 2025Q2: 59,773 shares; 2025Q3: 61,823 shares; 2025Q4: 62,977 shares 62,977 $3.17M 0.06% +1,154 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,344 shares; 2024Q4: 2,344 shares; 2025Q1: 2,404 shares; 2025Q2: 2,596 shares; 2025Q3: 7,410 shares; 2025Q4: 7,475 shares 7,475 $3.15M 0.06% +65 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: 20,301 shares; 2024Q4: 19,923 shares; 2025Q1: 19,685 shares; 2025Q2: 19,623 shares; 2025Q3: 19,443 shares; 2025Q4: 19,245 shares 19,245 $3.13M 0.06% -198 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 112,178 shares; 2025Q3: 120,764 shares; 2025Q4: 16,870 shares 16,870 $3.13M 0.06% -103,894 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: 16,816 shares; 2024Q4: 16,628 shares; 2025Q1: 16,065 shares; 2025Q2: 16,284 shares; 2025Q3: 22,635 shares; 2025Q4: 22,635 shares 22,635 $3.12M 0.06% 0 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: 102,227 shares; 2024Q4: 102,271 shares; 2025Q1: 102,279 shares; 2025Q2: 124,905 shares; 2025Q3: 123,735 shares; 2025Q4: 124,131 shares 124,131 $3.08M 0.06% +396 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: 9,849 shares; 2024Q4: 9,945 shares; 2025Q1: 10,004 shares; 2025Q2: 9,944 shares; 2025Q3: 27,358 shares; 2025Q4: 26,704 shares 26,704 $3.07M 0.06% -654 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: 5,356 shares; 2024Q4: 5,386 shares; 2025Q1: 5,463 shares; 2025Q2: 5,349 shares; 2025Q3: 5,262 shares; 2025Q4: 5,251 shares 5,251 $3.04M 0.05% -11 Timeline CRBG COREBRIDGE FINL INC More: the full row for COREBRIDGE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,182 shares; 2024Q4: 90,629 shares; 2025Q1: 89,633 shares; 2025Q2: 95,080 shares; 2025Q3: 96,495 shares; 2025Q4: 100,476 shares 100,476 $3.03M 0.05% +3,981 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: 21,363 shares; 2024Q4: 33,968 shares; 2025Q1: 35,242 shares; 2025Q2: 42,953 shares; 2025Q3: 41,549 shares; 2025Q4: 37,811 shares 37,811 $3.03M 0.05% -3,738 Timeline CPAY CORPAY INC More: the full row for CORPAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,098 shares; 2024Q4: 48,918 shares; 2025Q1: 49,998 shares; 2025Q2: 50,832 shares; 2025Q3: 11,027 shares; 2025Q4: 10,018 shares 10,018 $3.01M 0.05% -1,009 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,741 shares; 2024Q4: 20,379 shares; 2025Q1: 8,450 shares; 2025Q2: 35,369 shares; 2025Q3: 34,653 shares; 2025Q4: 35,086 shares 35,086 $2.99M 0.05% +433 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE 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: 13,410 shares; 2025Q2: 15,267 shares; 2025Q3: 15,111 shares; 2025Q4: 15,062 shares 15,062 $2.97M 0.05% -49 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: 75,494 shares; 2024Q4: 81,223 shares; 2025Q1: 82,438 shares; 2025Q2: 87,538 shares; 2025Q3: 87,575 shares; 2025Q4: 88,788 shares 88,788 $2.96M 0.05% +1,213 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL 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: 8,793 shares; 2025Q2: 22,270 shares; 2025Q3: 22,436 shares; 2025Q4: 18,386 shares 18,386 $2.95M 0.05% -4,050 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: 2,892 shares; 2024Q4: 3,007 shares; 2025Q1: 3,065 shares; 2025Q2: 3,538 shares; 2025Q3: 3,526 shares; 2025Q4: 3,535 shares 3,535 $2.9M 0.05% +9 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,466 shares; 2024Q4: 5,157 shares; 2025Q1: 6,725 shares; 2025Q2: 7,856 shares; 2025Q3: 7,632 shares; 2025Q4: 12,807 shares 12,807 $2.9M 0.05% +5,175 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: 2,509 shares; 2024Q4: 2,080 shares; 2025Q1: 1,985 shares; 2025Q2: 6,905 shares; 2025Q3: 7,997 shares; 2025Q4: 8,198 shares 8,198 $2.87M 0.05% +201 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,756 shares; 2024Q4: 1,170 shares; 2025Q1: 966 shares; 2025Q2: 893 shares; 2025Q3: 880 shares; 2025Q4: 848 shares 848 $2.87M 0.05% -32 Timeline ITT ITT INC More: the full row for ITT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,839 shares; 2024Q4: 15,978 shares; 2025Q1: 16,327 shares; 2025Q2: 16,396 shares; 2025Q3: 16,373 shares; 2025Q4: 16,470 shares 16,470 $2.86M 0.05% +97 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: 2,617 shares; 2024Q4: 2,660 shares; 2025Q1: 2,747 shares; 2025Q2: 2,771 shares; 2025Q3: 4,102 shares; 2025Q4: 5,324 shares 5,324 $2.84M 0.05% +1,222 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,909 shares; 2024Q4: 1,863 shares; 2025Q1: 1,789 shares; 2025Q2: 26,512 shares; 2025Q3: 26,415 shares; 2025Q4: 31,066 shares 31,066 $2.83M 0.05% +4,651 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,852 shares; 2025Q3: 19,761 shares; 2025Q4: 28,178 shares 28,178 $2.82M 0.05% +8,417 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: not reported; 2024Q4: not reported; 2025Q1: 4,496 shares; 2025Q2: 7,467 shares; 2025Q3: 29,835 shares; 2025Q4: 30,528 shares 30,528 $2.81M 0.05% +693 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: 1,331 shares; 2024Q4: 1,331 shares; 2025Q1: 1,651 shares; 2025Q2: 5,884 shares; 2025Q3: 5,861 shares; 2025Q4: 5,741 shares 5,741 $2.8M 0.05% -120 Timeline COMT ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,580 shares; 2024Q4: 17,350 shares; 2025Q1: 134,741 shares; 2025Q2: 47,013 shares; 2025Q3: 109,058 shares; 2025Q4: 111,734 shares 111,734 $2.78M 0.05% +2,676 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,327 shares; 2024Q4: 4,227 shares; 2025Q1: 4,336 shares; 2025Q2: 42,527 shares; 2025Q3: 43,707 shares; 2025Q4: 52,171 shares 52,171 $2.76M 0.05% +8,464 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,732 shares; 2024Q4: 7,736 shares; 2025Q1: 7,637 shares; 2025Q2: 17,735 shares; 2025Q3: 17,622 shares; 2025Q4: 13,926 shares 13,926 $2.71M 0.05% -3,696 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 57,848 shares; 2025Q3: 56,778 shares; 2025Q4: 42,847 shares 42,847 $2.68M 0.05% -13,931 Timeline IDV 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: 67,957 shares; 2024Q4: 65,395 shares; 2025Q1: 74,175 shares; 2025Q2: 72,194 shares; 2025Q3: 70,070 shares; 2025Q4: 67,802 shares 67,802 $2.67M 0.05% -2,268 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,371 shares; 2024Q4: 16,274 shares; 2025Q1: 16,013 shares; 2025Q2: 16,295 shares; 2025Q3: 16,283 shares; 2025Q4: 15,902 shares 15,902 $2.67M 0.05% -381 Timeline TLT 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: 22,330 shares; 2024Q4: 34,085 shares; 2025Q1: 6,302 shares; 2025Q2: 14,758 shares; 2025Q3: 5,490 shares; 2025Q4: 30,476 shares 30,476 $2.66M 0.05% +24,986 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,790 shares; 2025Q3: 2,810 shares; 2025Q4: 2,843 shares 2,843 $2.65M 0.05% +33 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: 17,355 shares; 2024Q4: 17,689 shares; 2025Q1: 17,223 shares; 2025Q2: 17,784 shares; 2025Q3: 16,102 shares; 2025Q4: 16,374 shares 16,374 $2.62M 0.05% +272 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,090 shares; 2025Q2: 20,129 shares; 2025Q3: 20,399 shares; 2025Q4: 20,756 shares 20,756 $2.61M 0.05% +357 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,562 shares; 2024Q4: 48,945 shares; 2025Q1: 48,759 shares; 2025Q2: 43,055 shares; 2025Q3: 42,759 shares; 2025Q4: 32,439 shares 32,439 $2.58M 0.05% -10,320 Timeline AYI ACUITY INC More: the full row for ACUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,477 shares; 2024Q4: 6,744 shares; 2025Q1: 6,958 shares; 2025Q2: 7,070 shares; 2025Q3: 7,077 shares; 2025Q4: 7,139 shares 7,139 $2.57M 0.05% +62 Timeline XPO XPO INC More: the full row for XPO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,167 shares; 2024Q4: 67,899 shares; 2025Q1: 73,023 shares; 2025Q2: 20,448 shares; 2025Q3: 19,041 shares; 2025Q4: 18,825 shares 18,825 $2.56M 0.05% -216 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY 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: 57,757 shares; 2025Q3: 56,740 shares; 2025Q4: 57,596 shares 57,596 $2.55M 0.05% +856 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,413 shares; 2024Q4: 5,995 shares; 2025Q1: 6,203 shares; 2025Q2: 426,020 shares; 2025Q3: 424,537 shares; 2025Q4: 46,732 shares 46,732 $2.52M 0.05% -377,805 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: 7,248 shares; 2024Q4: 7,027 shares; 2025Q1: 6,933 shares; 2025Q2: 8,719 shares; 2025Q3: 8,796 shares; 2025Q4: 8,696 shares 8,696 $2.51M 0.05% -100 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: 13,159 shares; 2024Q4: 11,140 shares; 2025Q1: 10,212 shares; 2025Q2: 10,310 shares; 2025Q3: 7,165 shares; 2025Q4: 7,205 shares 7,205 $2.45M 0.04% +40 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 967,623 shares; 2024Q4: 962,735 shares; 2025Q1: 253,127 shares; 2025Q2: 201,649 shares; 2025Q3: 199,513 shares; 2025Q4: 195,638 shares 195,638 $2.44M 0.04% -3,875 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,239 shares; 2024Q4: 11,425 shares; 2025Q1: 11,334 shares; 2025Q2: 12,014 shares; 2025Q3: 11,844 shares; 2025Q4: 11,974 shares 11,974 $2.41M 0.04% +130 Timeline FCNCA FIRST CTZNS BANCSHARES INC D More: the full row for FIRST CTZNS BANCSHARES INC D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,169 shares; 2025Q3: 1,164 shares; 2025Q4: 1,123 shares 1,123 $2.41M 0.04% -41 Timeline VOX 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: 14,375 shares; 2025Q3: 14,484 shares; 2025Q4: 12,404 shares 12,404 $2.4M 0.04% -2,080 Timeline GAL 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: 35,801 shares; 2024Q4: 41,754 shares; 2025Q1: 44,707 shares; 2025Q2: 48,459 shares; 2025Q3: 48,459 shares; 2025Q4: 48,459 shares 48,459 $2.4M 0.04% 0 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,258 shares; 2024Q4: 40,859 shares; 2025Q1: 40,163 shares; 2025Q2: 42,435 shares; 2025Q3: 43,455 shares; 2025Q4: 43,861 shares 43,861 $2.39M 0.04% +406 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: 9,307 shares; 2024Q4: 9,739 shares; 2025Q1: 10,094 shares; 2025Q2: 12,108 shares; 2025Q3: 12,108 shares; 2025Q4: 9,204 shares 9,204 $2.37M 0.04% -2,904 Timeline MTDR MATADOR RES CO More: the full row for MATADOR RES CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,550 shares; 2024Q4: 29,239 shares; 2025Q1: 44,662 shares; 2025Q2: 59,835 shares; 2025Q3: 60,150 shares; 2025Q4: 55,290 shares 55,290 $2.35M 0.04% -4,860 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,676 shares; 2024Q4: 4,685 shares; 2025Q1: 4,451 shares; 2025Q2: 11,643 shares; 2025Q3: 11,953 shares; 2025Q4: 12,007 shares 12,007 $2.33M 0.04% +54 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25,568 shares; 2025Q3: 25,869 shares; 2025Q4: 51,453 shares 51,453 $2.3M 0.04% +25,584 Timeline AGO ASSURED GUARANTY LTD More: the full row for ASSURED GUARANTY LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,474 shares; 2024Q4: 24,474 shares; 2025Q1: 25,202 shares; 2025Q2: 25,197 shares; 2025Q3: 25,197 shares; 2025Q4: 25,197 shares 25,197 $2.26M 0.04% 0 Timeline SCHE 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: 80,447 shares; 2024Q4: 81,765 shares; 2025Q1: 64,648 shares; 2025Q2: 64,760 shares; 2025Q3: 65,909 shares; 2025Q4: 68,491 shares 68,491 $2.24M 0.04% +2,582 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,631 shares; 2024Q4: 7,359 shares; 2025Q1: 7,317 shares; 2025Q2: 86,443 shares; 2025Q3: 11,104 shares; 2025Q4: 8,297 shares 8,297 $2.23M 0.04% -2,807 Timeline HYG 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: 15,774 shares; 2024Q4: 20,149 shares; 2025Q1: 21,874 shares; 2025Q2: 17,946 shares; 2025Q3: 25,439 shares; 2025Q4: 26,979 shares 26,979 $2.18M 0.04% +1,540 Timeline AS AMER SPORTS INC More: the full row for AMER SPORTS 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: 62,159 shares; 2025Q3: 52,433 shares; 2025Q4: 58,004 shares 58,004 $2.17M 0.04% +5,571 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,505 shares; 2024Q4: 8,817 shares; 2025Q1: 9,175 shares; 2025Q2: 68,889 shares; 2025Q3: 66,447 shares; 2025Q4: 14,314 shares 14,314 $2.15M 0.04% -52,133 Timeline OC OWENS CORNING NEW More: the full row for OWENS CORNING NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,689 shares; 2024Q4: 17,058 shares; 2025Q1: 27,016 shares; 2025Q2: 31,414 shares; 2025Q3: 23,708 shares; 2025Q4: 19,204 shares 19,204 $2.15M 0.04% -4,504 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,300 shares; 2024Q4: 59,800 shares; 2025Q1: 60,142 shares; 2025Q2: 57,073 shares; 2025Q3: 32,083 shares; 2025Q4: 35,278 shares 35,278 $2.11M 0.04% +3,195 Timeline CCK CROWN HLDGS INC More: the full row for CROWN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,123 shares; 2025Q1: 14,288 shares; 2025Q2: 20,843 shares; 2025Q3: 21,197 shares; 2025Q4: 20,333 shares 20,333 $2.09M 0.04% -864 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: 22,023 shares; 2024Q4: 17,871 shares; 2025Q1: 17,687 shares; 2025Q2: 17,933 shares; 2025Q3: 18,490 shares; 2025Q4: 19,453 shares 19,453 $2.09M 0.04% +963 Timeline AM ANTERO MIDSTREAM CORP More: the full row for ANTERO MIDSTREAM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,461 shares; 2024Q4: 43,085 shares; 2025Q1: 101,376 shares; 2025Q2: 108,965 shares; 2025Q3: 114,366 shares; 2025Q4: 117,058 shares 117,058 $2.08M 0.04% +2,692 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 28,384 shares; 2025Q3: 28,247 shares; 2025Q4: 28,117 shares 28,117 $2.07M 0.04% -130 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,111 shares; 2024Q4: 5,130 shares; 2025Q1: 5,501 shares; 2025Q2: 6,070 shares; 2025Q3: 4,447 shares; 2025Q4: 4,429 shares 4,429 $2.07M 0.04% -18 Timeline PPA 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: 9,592 shares; 2025Q2: 10,572 shares; 2025Q3: 10,375 shares; 2025Q4: 13,178 shares 13,178 $2.06M 0.04% +2,803 Timeline CART MAPLEBEAR INC More: the full row for MAPLEBEAR 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: 27,664 shares; 2025Q2: 47,041 shares; 2025Q3: 46,993 shares; 2025Q4: 45,353 shares 45,353 $2.04M 0.04% -1,640 Timeline G GENPACT LIMITED More: the full row for GENPACT LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,956 shares; 2025Q1: 18,876 shares; 2025Q2: 29,411 shares; 2025Q3: 43,021 shares; 2025Q4: 43,572 shares 43,572 $2.04M 0.04% +551 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 26,568 shares; 2025Q3: 27,889 shares; 2025Q4: 29,367 shares 29,367 $2.04M 0.04% +1,478 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: 4,266 shares; 2024Q4: 7,217 shares; 2025Q1: 18,134 shares; 2025Q2: 31,420 shares; 2025Q3: 30,652 shares; 2025Q4: 35,526 shares 35,526 $2.03M 0.04% +4,874 Timeline AIT APPLIED INDL TECHNOLOGIES IN More: the full row for APPLIED INDL TECHNOLOGIES IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,795 shares; 2024Q4: 2,826 shares; 2025Q1: 2,838 shares; 2025Q2: 8,240 shares; 2025Q3: 7,745 shares; 2025Q4: 7,810 shares 7,810 $2.01M 0.04% +65 Timeline ESAB ESAB CORPORATION More: the full row for ESAB CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,697 shares; 2024Q4: 16,941 shares; 2025Q1: 17,657 shares; 2025Q2: 17,889 shares; 2025Q3: 17,868 shares; 2025Q4: 17,937 shares 17,937 $2M 0.04% +69 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: 10,263 shares; 2024Q4: 9,286 shares; 2025Q1: 8,066 shares; 2025Q2: 7,091 shares; 2025Q3: 7,064 shares; 2025Q4: 7,113 shares 7,113 $2M 0.04% +49 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND 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: 24,243 shares; 2025Q4: 25,232 shares 25,232 $2M 0.04% +989 Timeline TXRH TEXAS ROADHOUSE INC More: the full row for TEXAS ROADHOUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,176 shares; 2024Q4: 11,325 shares; 2025Q1: 11,706 shares; 2025Q2: 11,868 shares; 2025Q3: 11,847 shares; 2025Q4: 11,944 shares 11,944 $1.98M 0.04% +97 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,660 shares; 2024Q4: 13,220 shares; 2025Q1: 12,988 shares; 2025Q2: 13,971 shares; 2025Q3: 14,643 shares; 2025Q4: 15,423 shares 15,423 $1.97M 0.04% +780 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,114 shares; 2024Q4: 1,288 shares; 2025Q1: not reported; 2025Q2: 8,077 shares; 2025Q3: 8,513 shares; 2025Q4: 8,891 shares 8,891 $1.93M 0.03% +378 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,487 shares; 2024Q4: 9,354 shares; 2025Q1: 8,008 shares; 2025Q2: 7,918 shares; 2025Q3: 7,843 shares; 2025Q4: 19,897 shares 19,897 $1.93M 0.03% +12,054 Timeline BYD BOYD GAMING CORP More: the full row for BOYD GAMING CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,548 shares; 2025Q1: 8,223 shares; 2025Q2: 12,539 shares; 2025Q3: 23,228 shares; 2025Q4: 22,576 shares 22,576 $1.92M 0.03% -652 Timeline HCI HCI GROUP INC More: the full row for HCI 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: 1,460 shares; 2025Q2: 9,953 shares; 2025Q3: 9,958 shares; 2025Q4: 10,001 shares 10,001 $1.92M 0.03% +43 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,203 shares; 2024Q4: 20,464 shares; 2025Q1: 9,039 shares; 2025Q2: 9,624 shares; 2025Q3: 9,286 shares; 2025Q4: 9,292 shares 9,292 $1.91M 0.03% +6 Timeline GTLS CHART INDS INC More: the full row for CHART INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,420 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,027 shares; 2025Q4: 8,960 shares 8,960 $1.85M 0.03% -67 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,034 shares; 2024Q4: 2,939 shares; 2025Q1: 2,754 shares; 2025Q2: 2,620 shares; 2025Q3: 2,514 shares; 2025Q4: 2,410 shares 2,410 $1.85M 0.03% -104 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: 50,750 shares; 2024Q4: 50,750 shares; 2025Q1: 50,750 shares; 2025Q2: 50,750 shares; 2025Q3: 50,750 shares; 2025Q4: 50,750 shares 50,750 $1.85M 0.03% 0 Timeline EMLC VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,761 shares; 2024Q4: 86,877 shares; 2025Q1: 25,944 shares; 2025Q2: 109,141 shares; 2025Q3: 74,624 shares; 2025Q4: 71,177 shares 71,177 $1.84M 0.03% -3,447 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,299 shares; 2025Q4: 6,967 shares 6,967 $1.83M 0.03% +668 Timeline NEU NEWMARKET CORP More: the full row for NEWMARKET 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: 1,570 shares; 2025Q2: 2,596 shares; 2025Q3: 2,622 shares; 2025Q4: 2,651 shares 2,651 $1.82M 0.03% +29 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,855 shares; 2025Q3: 22,855 shares; 2025Q4: 22,850 shares 22,850 $1.82M 0.03% -5 Timeline RS RELIANCE INC More: the full row for RELIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,479 shares; 2024Q4: 18,165 shares; 2025Q1: 13,041 shares; 2025Q2: 7,215 shares; 2025Q3: 7,171 shares; 2025Q4: 6,281 shares 6,281 $1.81M 0.03% -890 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 31,108 shares; 2025Q3: 31,108 shares; 2025Q4: 55,339 shares 55,339 $1.81M 0.03% +24,231 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: 32,498 shares; 2024Q4: 31,157 shares; 2025Q1: 29,149 shares; 2025Q2: 28,420 shares; 2025Q3: 23,415 shares; 2025Q4: 22,455 shares 22,455 $1.8M 0.03% -960 Timeline DCI DONALDSON INC More: the full row for DONALDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,960 shares; 2024Q4: 19,041 shares; 2025Q1: 19,783 shares; 2025Q2: 20,131 shares; 2025Q3: 19,956 shares; 2025Q4: 20,149 shares 20,149 $1.79M 0.03% +193 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,601 shares; 2024Q4: 41,014 shares; 2025Q1: 23,326 shares; 2025Q2: 44,312 shares; 2025Q3: 26,585 shares; 2025Q4: 24,233 shares 24,233 $1.79M 0.03% -2,352 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,998 shares; 2025Q3: 4,958 shares; 2025Q4: 7,730 shares 7,730 $1.77M 0.03% +2,772 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: 79,332 shares; 2024Q4: 104,222 shares; 2025Q1: 105,305 shares; 2025Q2: 109,981 shares; 2025Q3: 15,472 shares; 2025Q4: 11,027 shares 11,027 $1.77M 0.03% -4,445 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: 49,513 shares; 2024Q4: 53,851 shares; 2025Q1: 53,594 shares; 2025Q2: 64,859 shares; 2025Q3: 37,554 shares; 2025Q4: 35,422 shares 35,422 $1.74M 0.03% -2,132 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: 2,613 shares; 2024Q4: 2,568 shares; 2025Q1: 2,789 shares; 2025Q2: 3,249 shares; 2025Q3: 3,050 shares; 2025Q4: 2,978 shares 2,978 $1.71M 0.03% -72 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,343 shares; 2024Q4: 42,022 shares; 2025Q1: 40,946 shares; 2025Q2: 41,274 shares; 2025Q3: 41,199 shares; 2025Q4: 21,489 shares 21,489 $1.7M 0.03% -19,710 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 833 shares; 2025Q1: 3,338 shares; 2025Q2: 3,179 shares; 2025Q3: 3,144 shares; 2025Q4: 2,916 shares 2,916 $1.69M 0.03% -228 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: 1,947 shares; 2024Q4: 9,655 shares; 2025Q1: 9,849 shares; 2025Q2: 33,874 shares; 2025Q3: 33,858 shares; 2025Q4: 33,848 shares 33,848 $1.69M 0.03% -10 Timeline MUR MURPHY OIL CORP More: the full row for MURPHY OIL 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: 54,373 shares; 2025Q4: 53,940 shares 53,940 $1.69M 0.03% -433 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: 4,398 shares; 2024Q4: 7,123 shares; 2025Q1: 7,587 shares; 2025Q2: 9,455 shares; 2025Q3: 9,406 shares; 2025Q4: 9,389 shares 9,389 $1.67M 0.03% -17 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: 6,323 shares; 2024Q4: 6,323 shares; 2025Q1: 6,323 shares; 2025Q2: 6,449 shares; 2025Q3: 6,550 shares; 2025Q4: 6,035 shares 6,035 $1.65M 0.03% -515 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,985 shares; 2024Q4: 23,286 shares; 2025Q1: 24,189 shares; 2025Q2: 24,183 shares; 2025Q3: 24,148 shares; 2025Q4: 24,454 shares 24,454 $1.64M 0.03% +306 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,130 shares; 2024Q4: 2,123 shares; 2025Q1: 2,194 shares; 2025Q2: 2,609 shares; 2025Q3: 2,497 shares; 2025Q4: 2,496 shares 2,496 $1.63M 0.03% -1 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: 2,806 shares; 2024Q4: 2,806 shares; 2025Q1: 3,169 shares; 2025Q2: 5,755 shares; 2025Q3: 5,738 shares; 2025Q4: 5,106 shares 5,106 $1.63M 0.03% -632 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,066 shares; 2024Q4: 5,149 shares; 2025Q1: 5,206 shares; 2025Q2: 5,202 shares; 2025Q3: 5,194 shares; 2025Q4: 5,193 shares 5,193 $1.62M 0.03% -1 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,204 shares; 2025Q3: 21,081 shares; 2025Q4: 18,579 shares 18,579 $1.59M 0.03% -2,502 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: 16,671 shares; 2024Q4: 17,271 shares; 2025Q1: 17,575 shares; 2025Q2: 12,402 shares; 2025Q3: 12,364 shares; 2025Q4: 12,271 shares 12,271 $1.58M 0.03% -93 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,812 shares; 2024Q4: 5,744 shares; 2025Q1: 5,593 shares; 2025Q2: 5,751 shares; 2025Q3: 4,292 shares; 2025Q4: 4,128 shares 4,128 $1.58M 0.03% -164 Timeline OMF ONEMAIN HLDGS INC More: the full row for ONEMAIN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,917 shares; 2024Q4: 22,212 shares; 2025Q1: 22,933 shares; 2025Q2: 23,219 shares; 2025Q3: 23,170 shares; 2025Q4: 23,295 shares 23,295 $1.57M 0.03% +125 Timeline TCBI TEXAS CAP BANCSHARES INC More: the full row for TEXAS CAP BANCSHARES 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: 10,926 shares; 2025Q3: 16,865 shares; 2025Q4: 17,136 shares 17,136 $1.55M 0.03% +271 Timeline BLDR BUILDERS FIRSTSOURCE INC More: the full row for BUILDERS FIRSTSOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,945 shares; 2024Q4: 26,442 shares; 2025Q1: 26,166 shares; 2025Q2: 16,305 shares; 2025Q3: 16,120 shares; 2025Q4: 15,013 shares 15,013 $1.54M 0.03% -1,107 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: 4,234 shares; 2024Q4: 4,289 shares; 2025Q1: 4,443 shares; 2025Q2: 4,517 shares; 2025Q3: 4,517 shares; 2025Q4: 4,557 shares 4,557 $1.53M 0.03% +40 Timeline ENS ENERSYS More: the full row for ENERSYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,124 shares; 2024Q4: not reported; 2025Q1: 7,121 shares; 2025Q2: 10,380 shares; 2025Q3: 10,387 shares; 2025Q4: 10,424 shares 10,424 $1.53M 0.03% +37 Timeline ENVA ENOVA INTL INC More: the full row for ENOVA INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,778 shares; 2024Q4: 13,237 shares; 2025Q1: 12,823 shares; 2025Q2: 11,451 shares; 2025Q3: 9,650 shares; 2025Q4: 9,712 shares 9,712 $1.53M 0.03% +62 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 2 shares 2 $1.51M 0.03% 0 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,766 shares; 2024Q4: 34,926 shares; 2025Q1: 47,480 shares; 2025Q2: 49,301 shares; 2025Q3: 50,157 shares; 2025Q4: 53,742 shares 53,742 $1.5M 0.03% +3,585 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,650 shares; 2024Q4: 10,747 shares; 2025Q1: 11,009 shares; 2025Q2: 16,896 shares; 2025Q3: 17,195 shares; 2025Q4: 16,279 shares 16,279 $1.5M 0.03% -916 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: not reported; 2024Q4: 3,826 shares; 2025Q1: 6,070 shares; 2025Q2: 3,902 shares; 2025Q3: 4,121 shares; 2025Q4: 13,087 shares 13,087 $1.49M 0.03% +8,966 Timeline MTUM 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: 5,940 shares; 2024Q4: 5,940 shares; 2025Q1: 5,940 shares; 2025Q2: 5,940 shares; 2025Q3: 5,940 shares; 2025Q4: 5,940 shares 5,940 $1.49M 0.03% 0 Timeline WBS WEBSTER FINL CORP More: the full row for WEBSTER 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: 23,336 shares 23,336 $1.47M 0.03% new 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: 24,559 shares; 2024Q4: 13,972 shares; 2025Q1: 14,018 shares; 2025Q2: 14,056 shares; 2025Q3: 13,974 shares; 2025Q4: 25,512 shares 25,512 $1.47M 0.03% +11,538 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,370 shares; 2024Q4: 19,682 shares; 2025Q1: 14,858 shares; 2025Q2: 11,566 shares; 2025Q3: 11,447 shares; 2025Q4: 11,548 shares 11,548 $1.46M 0.03% +101 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: 50,145 shares; 2024Q4: 11,570 shares; 2025Q1: 7,523 shares; 2025Q2: 7,056 shares; 2025Q3: 6,613 shares; 2025Q4: 6,765 shares 6,765 $1.45M 0.03% +152 Timeline KRC KILROY REALTY CORP More: the full row for KILROY REALTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19,541 shares; 2025Q1: 23,780 shares; 2025Q2: 38,140 shares; 2025Q3: 38,304 shares; 2025Q4: 38,711 shares 38,711 $1.45M 0.03% +407 Timeline AMJB JPMORGAN CHASE FINL CO LLC More: the full row for JPMORGAN CHASE FINL CO LLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,899 shares; 2024Q4: 49,380 shares; 2025Q1: 51,226 shares; 2025Q2: 49,302 shares; 2025Q3: 49,148 shares; 2025Q4: 48,020 shares 48,020 $1.44M 0.03% -1,128 Timeline WCC WESCO INTL INC More: the full row for WESCO INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,499 shares; 2025Q2: 5,736 shares; 2025Q3: 5,785 shares; 2025Q4: 5,813 shares 5,813 $1.42M 0.03% +28 Timeline EPR EPR PPTYS More: the full row for EPR PPTYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,776 shares; 2024Q4: 26,749 shares; 2025Q1: 27,840 shares; 2025Q2: 28,284 shares; 2025Q3: 28,230 shares; 2025Q4: 28,344 shares 28,344 $1.41M 0.03% +114 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,569 shares; 2024Q4: 17,094 shares; 2025Q1: 17,832 shares; 2025Q2: 17,890 shares; 2025Q3: 17,798 shares; 2025Q4: 11,232 shares 11,232 $1.41M 0.03% -6,566 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: 11,669 shares; 2025Q3: 9,972 shares; 2025Q4: 10,406 shares 10,406 $1.36M 0.02% +434 Timeline IBOC INTERNATIONAL BANCSHARES COR More: the full row for INTERNATIONAL BANCSHARES COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,012 shares; 2024Q4: 19,293 shares; 2025Q1: 19,984 shares; 2025Q2: 20,246 shares; 2025Q3: 20,284 shares; 2025Q4: 20,483 shares 20,483 $1.36M 0.02% +199 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,031 shares; 2024Q4: 20,132 shares; 2025Q1: 4,285 shares; 2025Q2: 2,776 shares; 2025Q3: 2,585 shares; 2025Q4: 1,348 shares 1,348 $1.36M 0.02% -1,237 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,315 shares; 2024Q4: 3,537 shares; 2025Q1: 3,761 shares; 2025Q2: 6,790 shares; 2025Q3: 4,750 shares; 2025Q4: 4,378 shares 4,378 $1.34M 0.02% -372 Timeline RHHBY ROCHE HOLDINGS LTD-SPONS ADR More: the full row for ROCHE HOLDINGS LTD-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,020 shares; 2024Q4: 23,516 shares; 2025Q1: 23,255 shares; 2025Q2: 23,372 shares; 2025Q3: 24,488 shares; 2025Q4: 25,954 shares 25,954 $1.34M 0.02% +1,466 Timeline WDFC WD 40 CO More: the full row for WD 40 CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,839 shares; 2024Q4: 6,838 shares; 2025Q1: 6,838 shares; 2025Q2: 6,836 shares; 2025Q3: 6,825 shares; 2025Q4: 6,794 shares 6,794 $1.34M 0.02% -31 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,069 shares; 2024Q4: 85,199 shares; 2025Q1: 83,172 shares; 2025Q2: 84,590 shares; 2025Q3: 86,210 shares; 2025Q4: 81,093 shares 81,093 $1.29M 0.02% -5,117 Timeline HQY HEALTHEQUITY INC More: the full row for HEALTHEQUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,193 shares; 2024Q4: 13,326 shares; 2025Q1: 14,261 shares; 2025Q2: 14,123 shares; 2025Q3: 13,843 shares; 2025Q4: 13,960 shares 13,960 $1.28M 0.02% +117 Timeline RYN RAYONIER INC More: the full row for RAYONIER 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: 43,351 shares; 2025Q2: 60,824 shares; 2025Q3: 62,061 shares; 2025Q4: 58,434 shares 58,434 $1.27M 0.02% -3,627 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,564 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 28,990 shares 28,990 $1.26M 0.02% new Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,129 shares; 2025Q3: 5,382 shares; 2025Q4: 5,631 shares 5,631 $1.25M 0.02% +249 Timeline REYN REYNOLDS CONSUMER PRODS INC More: the full row for REYNOLDS CONSUMER PRODS 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: 54,533 shares 54,533 $1.25M 0.02% new Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,691 shares; 2024Q4: 2,656 shares; 2025Q1: 2,639 shares; 2025Q2: 2,589 shares; 2025Q3: 2,589 shares; 2025Q4: 2,589 shares 2,589 $1.24M 0.02% 0 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: 23,439 shares; 2024Q4: 35,550 shares; 2025Q1: not reported; 2025Q2: 31,867 shares; 2025Q3: 25,558 shares; 2025Q4: 27,055 shares 27,055 $1.24M 0.02% +1,497 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: 1,627 shares; 2024Q4: 1,719 shares; 2025Q1: 1,723 shares; 2025Q2: 10,782 shares; 2025Q3: 11,338 shares; 2025Q4: 11,803 shares 11,803 $1.24M 0.02% +465 Timeline DVYE 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: 39,155 shares; 2024Q4: 42,073 shares; 2025Q1: 42,683 shares; 2025Q2: 42,568 shares; 2025Q3: 39,335 shares; 2025Q4: 39,691 shares 39,691 $1.24M 0.02% +356 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: 13,647 shares; 2024Q4: 13,957 shares; 2025Q1: 13,450 shares; 2025Q2: 14,893 shares; 2025Q3: 10,523 shares; 2025Q4: 10,956 shares 10,956 $1.24M 0.02% +433 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,072 shares; 2025Q3: 19,104 shares; 2025Q4: 19,145 shares 19,145 $1.23M 0.02% +41 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,457 shares; 2024Q4: 2,731 shares; 2025Q1: 2,933 shares; 2025Q2: 3,486 shares; 2025Q3: 2,891 shares; 2025Q4: 2,864 shares 2,864 $1.22M 0.02% -27 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: 10,385 shares; 2024Q4: 10,176 shares; 2025Q1: 10,319 shares; 2025Q2: 10,310 shares; 2025Q3: 10,654 shares; 2025Q4: 10,563 shares 10,563 $1.22M 0.02% -91 Timeline SAFRY SAFRAN SA-UNSPON ADR More: the full row for SAFRAN SA-UNSPON ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,162 shares; 2024Q4: 14,516 shares; 2025Q1: 14,799 shares; 2025Q2: 14,780 shares; 2025Q3: 14,001 shares; 2025Q4: 13,973 shares 13,973 $1.22M 0.02% -28 Timeline LNTH LANTHEUS HLDGS INC More: the full row for LANTHEUS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,895 shares; 2024Q4: 18,366 shares; 2025Q1: 19,102 shares; 2025Q2: 19,419 shares; 2025Q3: 19,409 shares; 2025Q4: 18,273 shares 18,273 $1.22M 0.02% -1,136 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 150,113 shares; 2025Q3: 146,658 shares; 2025Q4: 8,694 shares 8,694 $1.21M 0.02% -137,964 Timeline AMKR AMKOR TECHNOLOGY INC More: the full row for AMKOR TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,688 shares; 2024Q4: 21,765 shares; 2025Q1: 10,210 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 30,228 shares 30,228 $1.19M 0.02% new Timeline FIVE FIVE BELOW INC More: the full row for FIVE BELOW 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: 6,289 shares 6,289 $1.18M 0.02% new 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: 24,208 shares; 2024Q4: 21,684 shares; 2025Q1: 21,930 shares; 2025Q2: 22,267 shares; 2025Q3: 22,068 shares; 2025Q4: 20,901 shares 20,901 $1.18M 0.02% -1,167 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,281 shares; 2024Q4: 4,281 shares; 2025Q1: 4,529 shares; 2025Q2: 4,566 shares; 2025Q3: 4,530 shares; 2025Q4: 4,525 shares 4,525 $1.17M 0.02% -5 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,368 shares; 2024Q4: 3,541 shares; 2025Q1: 3,944 shares; 2025Q2: 5,279 shares; 2025Q3: 4,515 shares; 2025Q4: 4,243 shares 4,243 $1.17M 0.02% -272 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: not reported; 2025Q1: not reported; 2025Q2: 27,973 shares; 2025Q3: 29,923 shares; 2025Q4: 29,484 shares 29,484 $1.17M 0.02% -439 Timeline ABBNY ABB LTD-SPON ADR More: the full row for ABB LTD-SPON ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,015 shares; 2024Q4: 14,261 shares; 2025Q1: 14,745 shares; 2025Q2: 15,549 shares; 2025Q3: 16,079 shares; 2025Q4: 15,599 shares 15,599 $1.15M 0.02% -480 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: 14,812 shares; 2024Q4: 17,337 shares; 2025Q1: 20,915 shares; 2025Q2: 31,380 shares; 2025Q3: 33,232 shares; 2025Q4: 22,683 shares 22,683 $1.15M 0.02% -10,549 Timeline ALGN ALIGN TECHNOLOGY INC More: the full row for ALIGN TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,936 shares; 2025Q3: 5,995 shares; 2025Q4: 7,340 shares 7,340 $1.15M 0.02% +1,345 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: 17,481 shares 17,481 $1.14M 0.02% new 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: 5,251 shares; 2024Q4: 5,249 shares; 2025Q1: 5,281 shares; 2025Q2: 9,686 shares; 2025Q3: 9,676 shares; 2025Q4: 8,603 shares 8,603 $1.14M 0.02% -1,073 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,394 shares; 2024Q4: 8,874 shares; 2025Q1: 3,410 shares; 2025Q2: 2,464 shares; 2025Q3: 2,510 shares; 2025Q4: 2,419 shares 2,419 $1.14M 0.02% -91 Timeline USFD US FOODS HLDG CORP More: the full row for US FOODS HLDG 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: 15,052 shares 15,052 $1.13M 0.02% new 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: not reported; 2024Q4: 4,803 shares; 2025Q1: 6,017 shares; 2025Q2: 18,686 shares; 2025Q3: 18,757 shares; 2025Q4: 18,966 shares 18,966 $1.13M 0.02% +209 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,751 shares; 2025Q3: 5,702 shares; 2025Q4: 7,209 shares 7,209 $1.13M 0.02% +1,507 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,950 shares; 2024Q4: 12,038 shares; 2025Q1: 13,495 shares; 2025Q2: 17,496 shares; 2025Q3: 15,008 shares; 2025Q4: 10,246 shares 10,246 $1.13M 0.02% -4,762 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY 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: 10,952 shares; 2025Q3: 10,896 shares; 2025Q4: 11,416 shares 11,416 $1.13M 0.02% +520 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,616 shares; 2024Q4: 51,688 shares; 2025Q1: 43,295 shares; 2025Q2: 43,037 shares; 2025Q3: 43,815 shares; 2025Q4: 43,958 shares 43,958 $1.13M 0.02% +143 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: not reported; 2024Q4: 26,816 shares; 2025Q1: 33,492 shares; 2025Q2: 46,095 shares; 2025Q3: 46,096 shares; 2025Q4: 46,777 shares 46,777 $1.12M 0.02% +681 Timeline GAP GAP INC More: the full row for GAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 31,294 shares; 2025Q1: 29,259 shares; 2025Q2: 33,796 shares; 2025Q3: not reported; 2025Q4: 43,608 shares 43,608 $1.12M 0.02% new Timeline RGA REINSURANCE GROUP AMER INC More: the full row for REINSURANCE GROUP AMER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,428 shares; 2024Q4: 80,231 shares; 2025Q1: 82,602 shares; 2025Q2: 85,596 shares; 2025Q3: 80,724 shares; 2025Q4: 5,468 shares 5,468 $1.11M 0.02% -75,256 Timeline UMBF UMB FINL CORP More: the full row for UMB FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,022 shares; 2024Q4: 54,408 shares; 2025Q1: 8,052 shares; 2025Q2: 3,027 shares; 2025Q3: 8,077 shares; 2025Q4: 9,644 shares 9,644 $1.11M 0.02% +1,567 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: 25,577 shares; 2025Q3: 12,429 shares; 2025Q4: 12,899 shares 12,899 $1.1M 0.02% +470 Timeline MTG MGIC INVT CORP WIS More: the full row for MGIC INVT CORP WIS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,371 shares; 2024Q4: 33,304 shares; 2025Q1: 35,665 shares; 2025Q2: 36,876 shares; 2025Q3: 36,857 shares; 2025Q4: 37,234 shares 37,234 $1.09M 0.02% +377 Timeline EHC ENCOMPASS HEALTH CORP More: the full row for ENCOMPASS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,093 shares; 2024Q4: 8,968 shares; 2025Q1: 9,564 shares; 2025Q2: 10,083 shares; 2025Q3: 10,132 shares; 2025Q4: 10,225 shares 10,225 $1.09M 0.02% +93 Timeline OGE OGE ENERGY CORP More: the full row for OGE ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,208 shares; 2024Q4: 23,102 shares; 2025Q1: 24,445 shares; 2025Q2: 25,348 shares; 2025Q3: 25,415 shares; 2025Q4: 25,387 shares 25,387 $1.08M 0.02% -28 Timeline WDAY WORKDAY INC More: the full row for WORKDAY 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: 3,837 shares; 2025Q3: 4,717 shares; 2025Q4: 4,940 shares 4,940 $1.06M 0.02% +223 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,879 shares; 2025Q3: 22,424 shares; 2025Q4: 23,854 shares 23,854 $1.06M 0.02% +1,430 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: 44,280 shares; 2024Q4: 59,570 shares; 2025Q1: 63,951 shares; 2025Q2: 25,002 shares; 2025Q3: 62,440 shares; 2025Q4: 22,424 shares 22,424 $1.05M 0.02% -40,016 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: 79,197 shares; 2025Q3: 65,243 shares; 2025Q4: 59,527 shares 59,527 $1.03M 0.02% -5,716 Timeline CCIF CARLYLE CREDIT INCOME FUND More: the full row for CARLYLE CREDIT INCOME FUND 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: 217,347 shares; 2025Q3: 217,347 shares; 2025Q4: 217,347 shares 217,347 $1.02M 0.02% 0 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: 3,561 shares; 2024Q4: 3,561 shares; 2025Q1: 3,507 shares; 2025Q2: 3,507 shares; 2025Q3: 3,507 shares; 2025Q4: 3,507 shares 3,507 $1.02M 0.02% 0 Timeline AX AXOS FINANCIAL INC More: the full row for AXOS FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,931 shares; 2024Q4: 11,202 shares; 2025Q1: 11,446 shares; 2025Q2: 11,547 shares; 2025Q3: 11,511 shares; 2025Q4: 11,679 shares 11,679 $1.01M 0.02% +168 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: 5,801 shares; 2025Q4: 6,252 shares 6,252 $1.01M 0.02% +451 Timeline SF STIFEL FINL CORP More: the full row for STIFEL FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,442 shares; 2024Q4: 7,541 shares; 2025Q1: 7,835 shares; 2025Q2: 7,921 shares; 2025Q3: 7,940 shares; 2025Q4: 8,021 shares 8,021 $1M 0.02% +81 Timeline DT DYNATRACE INC More: the full row for DYNATRACE 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: 25,807 shares; 2025Q4: 23,070 shares 23,070 $1000K 0.02% -2,737 Timeline CRUS CIRRUS LOGIC INC More: the full row for CIRRUS LOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,233 shares; 2024Q4: 7,213 shares; 2025Q1: 7,612 shares; 2025Q2: 8,383 shares; 2025Q3: 8,330 shares; 2025Q4: 8,395 shares 8,395 $995K 0.02% +65 Timeline ORANY ORANGE SPONSORED ADR More: the full row for ORANGE SPONSORED ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,672 shares; 2024Q4: 57,423 shares; 2025Q1: 64,135 shares; 2025Q2: 64,382 shares; 2025Q3: 59,655 shares; 2025Q4: 59,491 shares 59,491 $993K 0.02% -164 Timeline BWX 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: 33,477 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 75,330 shares; 2025Q3: 43,070 shares; 2025Q4: 44,045 shares 44,045 $992K 0.02% +975 Timeline EZPW EZCORP INC More: the full row for EZCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,516 shares; 2024Q4: 49,065 shares; 2025Q1: 49,334 shares; 2025Q2: 49,720 shares; 2025Q3: 49,382 shares; 2025Q4: 50,512 shares 50,512 $981K 0.02% +1,130 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: 37,838 shares; 2024Q4: 43,324 shares; 2025Q1: 45,617 shares; 2025Q2: 23,446 shares; 2025Q3: 39,091 shares; 2025Q4: 25,596 shares 25,596 $969K 0.02% -13,495 Timeline ENLAY Enel Societa Per Azioni Unspon More: the full row for Enel Societa Per Azioni Unspon Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,308 shares; 2024Q4: 80,009 shares; 2025Q1: 83,388 shares; 2025Q2: 92,331 shares; 2025Q3: 93,715 shares; 2025Q4: 93,369 shares 93,369 $969K 0.02% -346 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: 25,195 shares; 2024Q4: 25,368 shares; 2025Q1: 26,472 shares; 2025Q2: 27,418 shares; 2025Q3: 27,703 shares; 2025Q4: 13,123 shares 13,123 $966K 0.02% -14,580 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: 27,742 shares; 2025Q3: 27,740 shares; 2025Q4: 27,789 shares 27,789 $965K 0.02% +49 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,018 shares; 2024Q4: 11,018 shares; 2025Q1: 11,018 shares; 2025Q2: 11,787 shares; 2025Q3: 11,787 shares; 2025Q4: 11,787 shares 11,787 $957K 0.02% 0 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,563 shares; 2025Q4: 6,514 shares 6,514 $955K 0.02% +1,951 Timeline STEL STELLAR BANCORP INC More: the full row for STELLAR BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,000 shares; 2024Q4: 22,268 shares; 2025Q1: 23,579 shares; 2025Q2: 30,115 shares; 2025Q3: 30,236 shares; 2025Q4: 30,529 shares 30,529 $945K 0.02% +293 Timeline FER FERROVIAL NV More: the full row for FERROVIAL NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,971 shares; 2024Q4: 12,279 shares; 2025Q1: 14,104 shares; 2025Q2: 14,164 shares; 2025Q3: 14,394 shares; 2025Q4: 14,343 shares 14,343 $927K 0.02% -51 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,627 shares; 2024Q4: 10,096 shares; 2025Q1: 8,513 shares; 2025Q2: 3,545 shares; 2025Q3: 3,222 shares; 2025Q4: 3,209 shares 3,209 $922K 0.02% -13 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: 27,333 shares; 2024Q4: 31,353 shares; 2025Q1: 34,543 shares; 2025Q2: 27,288 shares; 2025Q3: 27,288 shares; 2025Q4: 27,288 shares 27,288 $914K 0.02% 0 Timeline HTHIY HITACHI LTD ADR (10COM)NEW More: the full row for HITACHI LTD ADR (10COM)NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,115 shares; 2024Q4: 16,850 shares; 2025Q1: 33,298 shares; 2025Q2: 33,596 shares; 2025Q3: 34,389 shares; 2025Q4: 29,259 shares 29,259 $913K 0.02% -5,130 Timeline MPNGY MEITUAN AMERICAN DEPOSITARY RE More: the full row for MEITUAN AMERICAN DEPOSITARY RE 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: 27,301 shares; 2025Q4: 34,299 shares 34,299 $905K 0.02% +6,998 Timeline CPF CENTRAL PAC FINL CORP More: the full row for CENTRAL PAC FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,633 shares; 2024Q4: 30,041 shares; 2025Q1: 30,155 shares; 2025Q2: 28,692 shares; 2025Q3: 28,613 shares; 2025Q4: 28,996 shares 28,996 $904K 0.02% +383 Timeline MIELY MITSUBISHI ELECTRIC-UNSP ADR More: the full row for MITSUBISHI ELECTRIC-UNSP ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,655 shares; 2024Q4: 10,555 shares; 2025Q1: 14,755 shares; 2025Q2: 15,835 shares; 2025Q3: 15,917 shares; 2025Q4: 15,562 shares 15,562 $903K 0.02% -355 Timeline COKE COCA COLA CONS INC More: the full row for COCA COLA CONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,198 shares; 2024Q4: 15,646 shares; 2025Q1: 15,738 shares; 2025Q2: 13,720 shares; 2025Q3: 7,310 shares; 2025Q4: 5,848 shares 5,848 $897K 0.02% -1,462 Timeline ELEZY ENDESA S A UNSPONSORED ADR (ES More: the full row for ENDESA S A UNSPONSORED ADR (ES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,423 shares; 2024Q4: 41,868 shares; 2025Q1: 44,456 shares; 2025Q2: 42,708 shares; 2025Q3: 49,832 shares; 2025Q4: 49,546 shares 49,546 $890K 0.02% -286 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,543 shares; 2024Q4: 2,522 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,605 shares; 2025Q4: 14,788 shares 14,788 $888K 0.02% +1,183 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: 6,746 shares; 2024Q4: 6,854 shares; 2025Q1: 7,148 shares; 2025Q2: 8,035 shares; 2025Q3: 8,031 shares; 2025Q4: 8,014 shares 8,014 $884K 0.02% -17 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: 8,580 shares; 2024Q4: 11,039 shares; 2025Q1: 11,840 shares; 2025Q2: 15,381 shares; 2025Q3: 12,004 shares; 2025Q4: 11,934 shares 11,934 $877K 0.02% -70 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: 3,513 shares; 2024Q4: 3,353 shares; 2025Q1: 3,223 shares; 2025Q2: 6,099 shares; 2025Q3: 5,873 shares; 2025Q4: 5,873 shares 5,873 $873K 0.02% 0 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,331 shares; 2025Q3: 3,292 shares; 2025Q4: 11,815 shares 11,815 $873K 0.02% +8,523 Timeline MTUAY MTU Aero Engines Holdings AG U More: the full row for MTU Aero Engines Holdings AG U Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,602 shares; 2024Q4: 3,578 shares; 2025Q1: 3,984 shares; 2025Q2: 4,159 shares; 2025Q3: 4,208 shares; 2025Q4: 4,160 shares 4,160 $867K 0.02% -48 Timeline NOV NOV INC More: the full row for NOV 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: 55,082 shares 55,082 $861K 0.02% new Timeline MKSI MKS INC. More: the full row for MKS 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: 5,317 shares; 2025Q4: 5,386 shares 5,386 $861K 0.02% +69 Timeline CLH CLEAN HARBORS INC More: the full row for CLEAN HARBORS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,421 shares; 2024Q4: 12,149 shares; 2025Q1: 10,297 shares; 2025Q2: 9,589 shares; 2025Q3: 4,308 shares; 2025Q4: 3,651 shares 3,651 $856K 0.02% -657 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,143 shares; 2024Q4: 14,098 shares; 2025Q1: 13,798 shares; 2025Q2: 32,489 shares; 2025Q3: 27,029 shares; 2025Q4: 26,429 shares 26,429 $847K 0.02% -600 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: 6,785 shares; 2024Q4: 6,775 shares; 2025Q1: 3,856 shares; 2025Q2: 2,246 shares; 2025Q3: 1,982 shares; 2025Q4: 1,884 shares 1,884 $837K 0.02% -98 Timeline ALC ALCON AG More: the full row for ALCON AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,528 shares; 2024Q4: 5,780 shares; 2025Q1: 6,782 shares; 2025Q2: 9,297 shares; 2025Q3: 10,721 shares; 2025Q4: 10,558 shares 10,558 $832K 0.02% -163 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,160 shares; 2024Q4: 19,660 shares; 2025Q1: 20,499 shares; 2025Q2: 22,830 shares; 2025Q3: 23,186 shares; 2025Q4: 21,550 shares 21,550 $827K 0.01% -1,636 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,293 shares; 2025Q3: 14,112 shares; 2025Q4: 14,167 shares 14,167 $827K 0.01% +55 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION 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: 5,095 shares; 2025Q4: 5,184 shares 5,184 $825K 0.01% +89 Timeline QLYS QUALYS INC More: the full row for QUALYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,596 shares; 2025Q1: 14,649 shares; 2025Q2: 9,434 shares; 2025Q3: 9,359 shares; 2025Q4: 6,209 shares 6,209 $825K 0.01% -3,150 Timeline VPU 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: 4,064 shares; 2024Q4: 4,464 shares; 2025Q1: 4,464 shares; 2025Q2: 4,464 shares; 2025Q3: 4,442 shares; 2025Q4: 4,442 shares 4,442 $822K 0.01% 0 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,250 shares; 2024Q4: 13,249 shares; 2025Q1: 12,832 shares; 2025Q2: 12,228 shares; 2025Q3: 12,226 shares; 2025Q4: 12,066 shares 12,066 $822K 0.01% -160 Timeline MCY MERCURY GENL CORP NEW More: the full row for MERCURY GENL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,137 shares; 2024Q4: 4,158 shares; 2025Q1: 4,203 shares; 2025Q2: 8,422 shares; 2025Q3: 8,473 shares; 2025Q4: 8,647 shares 8,647 $813K 0.01% +174 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,017 shares; 2025Q3: 12,526 shares; 2025Q4: 15,362 shares 15,362 $811K 0.01% +2,836 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: 29,507 shares; 2025Q1: 36,345 shares; 2025Q2: 57,588 shares; 2025Q3: 57,232 shares; 2025Q4: 57,733 shares 57,733 $810K 0.01% +501 Timeline PAG PENSKE AUTOMOTIVE GRP INC More: the full row for PENSKE AUTOMOTIVE GRP 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: 2,127 shares; 2025Q2: 5,488 shares; 2025Q3: 5,527 shares; 2025Q4: 5,113 shares 5,113 $809K 0.01% -414 Timeline GLNCY GLENCORE PLC UNSPONSORED ADR ( More: the full row for GLENCORE PLC UNSPONSORED ADR ( Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,968 shares; 2025Q2: 65,930 shares; 2025Q3: 73,647 shares; 2025Q4: 73,427 shares 73,427 $803K 0.01% -220 Timeline IBCA 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: 30,874 shares 30,874 $801K 0.01% 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: 1,531 shares; 2024Q4: 1,559 shares; 2025Q1: 1,634 shares; 2025Q2: 1,715 shares; 2025Q3: 1,631 shares; 2025Q4: 1,525 shares 1,525 $797K 0.01% -106 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,911 shares; 2024Q4: 21,584 shares; 2025Q1: 3,794 shares; 2025Q2: 3,494 shares; 2025Q3: 3,490 shares; 2025Q4: 3,407 shares 3,407 $797K 0.01% -83 Timeline FXH 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: 7,000 shares; 2024Q4: 7,000 shares; 2025Q1: 7,000 shares; 2025Q2: 7,000 shares; 2025Q3: 7,000 shares; 2025Q4: 7,000 shares 7,000 $797K 0.01% 0 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,530 shares; 2024Q4: 52,440 shares; 2025Q1: 29,229 shares; 2025Q2: 29,955 shares; 2025Q3: 28,479 shares; 2025Q4: 26,159 shares 26,159 $782K 0.01% -2,320 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,586 shares; 2025Q4: 9,625 shares 9,625 $777K 0.01% +7,039 Timeline ADT ADT INC DEL More: the full row for ADT INC 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 95,297 shares 95,297 $769K 0.01% new Timeline CPRX CATALYST PHARMACEUTICALS INC More: the full row for CATALYST PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,928 shares; 2024Q4: 38,322 shares; 2025Q1: 38,847 shares; 2025Q2: 38,285 shares; 2025Q3: 32,656 shares; 2025Q4: 32,948 shares 32,948 $769K 0.01% +292 Timeline HBNC HORIZON BANCORP IND More: the full row for HORIZON BANCORP IND 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: 45,263 shares; 2025Q3: 45,263 shares; 2025Q4: 45,263 shares 45,263 $768K 0.01% 0 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,677 shares; 2024Q4: 17,677 shares; 2025Q1: 17,677 shares; 2025Q2: 17,677 shares; 2025Q3: 17,677 shares; 2025Q4: 17,677 shares 17,677 $765K 0.01% 0 Timeline OFG OFG BANCORP More: the full row for OFG BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,636 shares; 2024Q4: 29,369 shares; 2025Q1: 29,160 shares; 2025Q2: 18,888 shares; 2025Q3: 18,533 shares; 2025Q4: 18,649 shares 18,649 $764K 0.01% +116 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,304 shares; 2024Q4: 6,331 shares; 2025Q1: 6,211 shares; 2025Q2: 6,473 shares; 2025Q3: 6,721 shares; 2025Q4: 6,903 shares 6,903 $756K 0.01% +182 Timeline NOMD NOMAD FOODS LTD More: the full row for NOMAD FOODS 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: 57,969 shares; 2025Q3: 57,665 shares; 2025Q4: 60,412 shares 60,412 $756K 0.01% +2,747 Timeline URBN URBAN OUTFITTERS INC More: the full row for URBAN OUTFITTERS 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: 9,629 shares; 2025Q3: 9,786 shares; 2025Q4: 10,001 shares 10,001 $753K 0.01% +215 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,247 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,433 shares; 2025Q4: 14,628 shares 14,628 $747K 0.01% +10,195 Timeline ABCB AMERIS BANCORP More: the full row for AMERIS BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,761 shares; 2024Q4: 9,861 shares; 2025Q1: 9,884 shares; 2025Q2: 9,931 shares; 2025Q3: 9,911 shares; 2025Q4: 10,037 shares 10,037 $745K 0.01% +126 Timeline JAZZ JAZZ PHARMACEUTICALS PLC More: the full row for JAZZ PHARMACEUTICALS 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: 2,649 shares; 2025Q2: 4,254 shares; 2025Q3: 4,311 shares; 2025Q4: 4,349 shares 4,349 $739K 0.01% +38 Timeline EWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,884 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,971 shares; 2025Q3: 12,060 shares; 2025Q4: 11,152 shares 11,152 $732K 0.01% -908 Timeline MD PEDIATRIX MEDICAL GROUP INC More: the full row for PEDIATRIX MEDICAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,166 shares; 2025Q1: 14,822 shares; 2025Q2: 25,929 shares; 2025Q3: 33,701 shares; 2025Q4: 34,211 shares 34,211 $732K 0.01% +510 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: 3,826 shares; 2024Q4: 3,893 shares; 2025Q1: 1,884 shares; 2025Q2: 2,343 shares; 2025Q3: 2,352 shares; 2025Q4: 2,342 shares 2,342 $731K 0.01% -10 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,704 shares; 2024Q4: 2,946 shares; 2025Q1: 2,404 shares; 2025Q2: 1,501 shares; 2025Q3: 1,494 shares; 2025Q4: 1,488 shares 1,488 $729K 0.01% -6 Timeline MYRG MYR GROUP INC More: the full row for MYR 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: 3,241 shares; 2025Q4: 3,335 shares 3,335 $729K 0.01% +94 Timeline CNO CNO FINL GROUP INC More: the full row for CNO FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,957 shares; 2025Q1: 11,040 shares; 2025Q2: 16,907 shares; 2025Q3: 16,895 shares; 2025Q4: 17,050 shares 17,050 $724K 0.01% +155 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,277 shares 24,277 $719K 0.01% new Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,709 shares; 2024Q4: 6,050 shares; 2025Q1: 4,559 shares; 2025Q2: 3,640 shares; 2025Q3: 3,434 shares; 2025Q4: 2,969 shares 2,969 $711K 0.01% -465 Timeline ESNT ESSENT GROUP LTD More: the full row for ESSENT GROUP 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: 6,724 shares; 2025Q2: 10,777 shares; 2025Q3: 10,801 shares; 2025Q4: 10,905 shares 10,905 $709K 0.01% +104 Timeline RNST RENASANT CORP More: the full row for RENASANT 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: 20,000 shares; 2025Q3: 20,000 shares; 2025Q4: 20,000 shares 20,000 $704K 0.01% 0 Timeline NMIH NMI HLDGS INC More: the full row for NMI HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,549 shares; 2024Q4: 23,410 shares; 2025Q1: 22,629 shares; 2025Q2: 22,633 shares; 2025Q3: 17,199 shares; 2025Q4: 17,235 shares 17,235 $703K 0.01% +36 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: 329 shares; 2024Q4: not reported; 2025Q1: 503 shares; 2025Q2: 612 shares; 2025Q3: 665 shares; 2025Q4: 656 shares 656 $702K 0.01% -9 Timeline ARZGY Assicurazioni Generali Spa Ord More: the full row for Assicurazioni Generali Spa Ord Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,444 shares; 2024Q4: 31,759 shares; 2025Q1: 32,933 shares; 2025Q2: 32,637 shares; 2025Q3: 33,379 shares; 2025Q4: 33,252 shares 33,252 $696K 0.01% -127 Timeline AIQUY AIR LIQUIDE ADR More: the full row for AIR LIQUIDE ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,872 shares; 2024Q4: 16,998 shares; 2025Q1: 17,545 shares; 2025Q2: 18,553 shares; 2025Q3: 18,790 shares; 2025Q4: 18,499 shares 18,499 $695K 0.01% -291 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,957 shares; 2025Q1: 16,159 shares; 2025Q2: 3,144 shares; 2025Q3: 1,085 shares; 2025Q4: 765 shares 765 $693K 0.01% -320 Timeline CARG CARGURUS INC More: the full row for CARGURUS 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: 18,723 shares; 2025Q4: 17,940 shares 17,940 $688K 0.01% -783 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,170 shares; 2025Q2: 4,620 shares; 2025Q3: 4,864 shares; 2025Q4: 5,018 shares 5,018 $685K 0.01% +154 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 886 shares; 2024Q4: 1,819 shares; 2025Q1: 1,989 shares; 2025Q2: 3,120 shares; 2025Q3: 1,977 shares; 2025Q4: 1,937 shares 1,937 $684K 0.01% -40 Timeline DFSI 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: 15,774 shares; 2025Q2: 15,774 shares; 2025Q3: 15,774 shares; 2025Q4: 15,774 shares 15,774 $676K 0.01% 0 Timeline DGII DIGI INTL INC More: the full row for DIGI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,017 shares; 2024Q4: 15,134 shares; 2025Q1: 15,281 shares; 2025Q2: 15,280 shares; 2025Q3: 15,242 shares; 2025Q4: 15,561 shares 15,561 $674K 0.01% +319 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: 67,749 shares; 2024Q4: 63,404 shares; 2025Q1: 59,455 shares; 2025Q2: 14,877 shares; 2025Q3: 13,259 shares; 2025Q4: 6,415 shares 6,415 $665K 0.01% -6,844 Timeline BOOT BOOT BARN HLDGS INC More: the full row for BOOT BARN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,540 shares; 2024Q4: 2,736 shares; 2025Q1: 2,947 shares; 2025Q2: 3,079 shares; 2025Q3: 3,698 shares; 2025Q4: 3,768 shares 3,768 $665K 0.01% +70 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: 65,843 shares; 2024Q4: 65,705 shares; 2025Q1: 62,284 shares; 2025Q2: 70,415 shares; 2025Q3: 63,483 shares; 2025Q4: 24,411 shares 24,411 $662K 0.01% -39,072 Timeline ACI ALBERTSONS COMPANIES INC More: the full row for ALBERTSONS COMPANIES 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: 15,957 shares; 2025Q2: 43,695 shares; 2025Q3: 43,538 shares; 2025Q4: 38,099 shares 38,099 $654K 0.01% -5,439 Timeline ALNT ALLIENT INC More: the full row for ALLIENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,538 shares; 2025Q1: 11,555 shares; 2025Q2: 12,086 shares; 2025Q3: 12,029 shares; 2025Q4: 12,029 shares 12,029 $647K 0.01% 0 Timeline CSGS CSG SYS INTL INC More: the full row for CSG SYS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,493 shares; 2024Q4: 6,312 shares; 2025Q1: 6,375 shares; 2025Q2: 8,271 shares; 2025Q3: 8,262 shares; 2025Q4: 8,422 shares 8,422 $646K 0.01% +160 Timeline