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: 743,150 shares; 2024Q4: 751,596 shares; 2025Q1: 774,474 shares; 2025Q2: 763,615 shares; 2025Q3: 760,075 shares; 2025Q4: 763,393 shares 763,393 $256M 18.25% +3,318 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: 273,106 shares; 2024Q4: 271,285 shares; 2025Q1: 270,555 shares; 2025Q2: 280,605 shares; 2025Q3: 280,432 shares; 2025Q4: 281,146 shares 281,146 $176M 12.57% +714 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,451,908 shares; 2024Q4: 1,523,175 shares; 2025Q1: 1,565,232 shares; 2025Q2: 1,570,100 shares; 2025Q3: 1,578,450 shares; 2025Q4: 1,596,075 shares 1,596,075 $135M 9.63% +17,625 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: 400,929 shares; 2024Q4: 400,823 shares; 2025Q1: 400,580 shares; 2025Q2: 400,505 shares; 2025Q3: 400,867 shares; 2025Q4: 400,971 shares 400,971 $129M 9.21% +104 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,073,120 shares; 2024Q4: 1,147,477 shares; 2025Q1: 1,210,857 shares; 2025Q2: 1,236,615 shares; 2025Q3: 1,298,307 shares; 2025Q4: 1,391,168 shares 1,391,168 $67.2M 4.79% +92,861 Timeline FNDF 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: 843,127 shares; 2024Q4: 951,523 shares; 2025Q1: 1,032,627 shares; 2025Q2: 1,046,624 shares; 2025Q3: 1,038,667 shares; 2025Q4: 1,063,427 shares 1,063,427 $48.1M 3.43% +24,760 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: 135,617 shares; 2024Q4: 136,107 shares; 2025Q1: 130,186 shares; 2025Q2: 131,131 shares; 2025Q3: 134,124 shares; 2025Q4: 134,792 shares 134,792 $36.6M 2.61% +668 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 405,776 shares; 2024Q4: 403,500 shares; 2025Q1: 402,827 shares; 2025Q2: 401,071 shares; 2025Q3: 394,612 shares; 2025Q4: 385,689 shares 385,689 $29.1M 2.07% -8,923 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: 36 shares; 2024Q4: 36 shares; 2025Q1: 36 shares; 2025Q2: 36 shares; 2025Q3: 36 shares; 2025Q4: 36 shares 36 $27.2M 1.94% 0 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 257,739 shares; 2025Q4: 310,054 shares 310,054 $24.7M 1.76% +52,315 Timeline DCOR 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: 170,740 shares; 2024Q4: 186,739 shares; 2025Q1: 242,461 shares; 2025Q2: 282,278 shares; 2025Q3: 297,772 shares; 2025Q4: 329,788 shares 329,788 $24.3M 1.73% +32,016 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: 31,416 shares; 2024Q4: 35,580 shares; 2025Q1: 31,491 shares; 2025Q2: 31,338 shares; 2025Q3: 31,522 shares; 2025Q4: 31,461 shares 31,461 $21.5M 1.53% -61 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: 50,601 shares; 2024Q4: 50,661 shares; 2025Q1: 50,972 shares; 2025Q2: 53,930 shares; 2025Q3: 56,104 shares; 2025Q4: 56,756 shares 56,756 $17.8M 1.27% +652 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,339 shares; 2024Q4: 26,014 shares; 2025Q1: 25,759 shares; 2025Q2: 25,609 shares; 2025Q3: 25,395 shares; 2025Q4: 25,495 shares 25,495 $17.5M 1.25% +100 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: 134,283 shares; 2024Q4: 130,429 shares; 2025Q1: 130,429 shares; 2025Q2: 128,606 shares; 2025Q3: 128,606 shares; 2025Q4: 120,847 shares 120,847 $17.3M 1.24% -7,759 Timeline SPSB 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: 566,242 shares; 2024Q4: 557,893 shares; 2025Q1: 564,336 shares; 2025Q2: 556,678 shares; 2025Q3: 556,678 shares; 2025Q4: 568,878 shares 568,878 $17.2M 1.23% +12,200 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: 132,383 shares; 2024Q4: 132,319 shares; 2025Q1: 132,434 shares; 2025Q2: 132,434 shares; 2025Q3: 132,434 shares; 2025Q4: 132,434 shares 132,434 $15.9M 1.13% 0 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: 26,741 shares; 2024Q4: 27,504 shares; 2025Q1: 27,703 shares; 2025Q2: 26,937 shares; 2025Q3: 28,364 shares; 2025Q4: 27,082 shares 27,082 $13.1M 0.93% -1,282 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: 27,849 shares; 2024Q4: 27,714 shares; 2025Q1: 27,784 shares; 2025Q2: 27,784 shares; 2025Q3: 27,670 shares; 2025Q4: 27,637 shares 27,637 $13.1M 0.93% -33 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: 190,102 shares; 2024Q4: 189,666 shares; 2025Q1: 189,796 shares; 2025Q2: 189,617 shares; 2025Q3: 188,777 shares; 2025Q4: 189,162 shares 189,162 $12.5M 0.89% +385 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: 126,014 shares; 2024Q4: 126,014 shares; 2025Q1: 126,014 shares; 2025Q2: 125,827 shares; 2025Q3: 125,827 shares; 2025Q4: 125,827 shares 125,827 $11.3M 0.8% 0 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: 42,557 shares; 2024Q4: 45,878 shares; 2025Q1: 47,469 shares; 2025Q2: 47,319 shares; 2025Q3: 55,965 shares; 2025Q4: 53,156 shares 53,156 $9.91M 0.71% -2,809 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: 31,781 shares; 2024Q4: 31,836 shares; 2025Q1: 32,143 shares; 2025Q2: 34,951 shares; 2025Q3: 37,829 shares; 2025Q4: 38,462 shares 38,462 $8.88M 0.63% +633 Timeline CADE CADENCE BANK More: the full row for CADENCE BANK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 208,742 shares; 2024Q4: 208,742 shares; 2025Q1: 205,942 shares; 2025Q2: 205,642 shares; 2025Q3: 205,642 shares; 2025Q4: 205,378 shares 205,378 $8.8M 0.63% -264 Timeline DFAS 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: 106,880 shares; 2024Q4: 104,685 shares; 2025Q1: 107,985 shares; 2025Q2: 115,909 shares; 2025Q3: 116,362 shares; 2025Q4: 121,461 shares 121,461 $8.46M 0.6% +5,099 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: 33,318 shares; 2024Q4: 33,318 shares; 2025Q1: 33,373 shares; 2025Q2: 33,232 shares; 2025Q3: 26,942 shares; 2025Q4: 26,836 shares 26,836 $8.42M 0.6% -106 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,231 shares; 2024Q4: 43,231 shares; 2025Q1: 43,231 shares; 2025Q2: 43,231 shares; 2025Q3: 43,281 shares; 2025Q4: 43,281 shares 43,281 $8.27M 0.59% 0 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,179 shares; 2024Q4: 55,480 shares; 2025Q1: 55,429 shares; 2025Q2: 55,005 shares; 2025Q3: 54,996 shares; 2025Q4: 54,858 shares 54,858 $8.16M 0.58% -138 Timeline DFAU 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: 140,555 shares; 2024Q4: 140,555 shares; 2025Q1: 140,555 shares; 2025Q2: 140,471 shares; 2025Q3: 140,471 shares; 2025Q4: 140,471 shares 140,471 $6.57M 0.47% 0 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: 71,426 shares; 2024Q4: 71,199 shares; 2025Q1: 70,572 shares; 2025Q2: 70,572 shares; 2025Q3: 70,334 shares; 2025Q4: 70,572 shares 70,572 $6.24M 0.45% +238 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: 29,678 shares; 2024Q4: 29,678 shares; 2025Q1: 29,678 shares; 2025Q2: 29,678 shares; 2025Q3: 29,678 shares; 2025Q4: 29,678 shares 29,678 $6.24M 0.45% 0 Timeline BIV 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: 40,633 shares; 2024Q4: 50,743 shares; 2025Q1: 60,935 shares; 2025Q2: 63,198 shares; 2025Q3: 67,373 shares; 2025Q4: 70,569 shares 70,569 $5.5M 0.39% +3,196 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: 2,876 shares; 2024Q4: 6,076 shares; 2025Q1: 8,605 shares; 2025Q2: 8,131 shares; 2025Q3: 8,110 shares; 2025Q4: 7,958 shares 7,958 $5.2M 0.37% -152 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: 90,905 shares; 2024Q4: 90,905 shares; 2025Q1: 90,905 shares; 2025Q2: 90,913 shares; 2025Q3: 92,083 shares; 2025Q4: 92,073 shares 92,073 $4.95M 0.35% -10 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: 13,936 shares; 2024Q4: 13,995 shares; 2025Q1: 14,077 shares; 2025Q2: 14,079 shares; 2025Q3: 14,294 shares; 2025Q4: 14,047 shares 14,047 $4.93M 0.35% -247 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,006 shares; 2024Q4: 64,006 shares; 2025Q1: 64,006 shares; 2025Q2: 64,006 shares; 2025Q3: 64,006 shares; 2025Q4: 64,006 shares 64,006 $4.75M 0.34% 0 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,389 shares; 2024Q4: 11,086 shares; 2025Q1: 10,051 shares; 2025Q2: 10,178 shares; 2025Q3: 13,249 shares; 2025Q4: 13,480 shares 13,480 $4.67M 0.33% +231 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: 15,016 shares; 2024Q4: 15,016 shares; 2025Q1: 15,025 shares; 2025Q2: 15,016 shares; 2025Q3: 15,016 shares; 2025Q4: 15,016 shares 15,016 $4.34M 0.31% 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: 6,775 shares; 2024Q4: 6,775 shares; 2025Q1: 6,575 shares; 2025Q2: 6,575 shares; 2025Q3: 6,667 shares; 2025Q4: 6,605 shares 6,605 $4.06M 0.29% -62 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: 1,944 shares; 2024Q4: 2,464 shares; 2025Q1: 4,167 shares; 2025Q2: 5,413 shares; 2025Q3: 5,815 shares; 2025Q4: 5,891 shares 5,891 $3.89M 0.28% +76 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: 11,026 shares; 2024Q4: 11,000 shares; 2025Q1: 10,926 shares; 2025Q2: 10,868 shares; 2025Q3: 10,281 shares; 2025Q4: 10,170 shares 10,170 $3.5M 0.25% -111 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,565 shares; 2024Q4: 10,565 shares; 2025Q1: 10,678 shares; 2025Q2: 10,679 shares; 2025Q3: 8,604 shares; 2025Q4: 8,612 shares 8,612 $3.35M 0.24% +8 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: 24,133 shares; 2024Q4: 24,133 shares; 2025Q1: 24,088 shares; 2025Q2: 24,147 shares; 2025Q3: 24,462 shares; 2025Q4: 24,716 shares 24,716 $3.34M 0.24% +254 Timeline IAGG 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: 66,392 shares; 2024Q4: 70,236 shares; 2025Q1: 64,270 shares; 2025Q2: 63,723 shares; 2025Q3: 64,528 shares; 2025Q4: 63,868 shares 63,868 $3.19M 0.23% -660 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: 8,428 shares; 2024Q4: 8,428 shares; 2025Q1: 8,430 shares; 2025Q2: 8,420 shares; 2025Q3: 8,521 shares; 2025Q4: 8,536 shares 8,536 $3.16M 0.23% +15 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: 29,409 shares; 2024Q4: 28,239 shares; 2025Q1: 28,603 shares; 2025Q2: 28,105 shares; 2025Q3: 24,170 shares; 2025Q4: 24,831 shares 24,831 $2.99M 0.21% +661 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: 4,992 shares; 2024Q4: 5,015 shares; 2025Q1: 5,038 shares; 2025Q2: 5,057 shares; 2025Q3: 5,103 shares; 2025Q4: 5,187 shares 5,187 $2.96M 0.21% +84 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: 2,570 shares; 2024Q4: 2,570 shares; 2025Q1: 2,570 shares; 2025Q2: 5,060 shares; 2025Q3: 5,080 shares; 2025Q4: 5,096 shares 5,096 $2.95M 0.21% +16 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: 12,413 shares; 2024Q4: 12,901 shares; 2025Q1: 12,853 shares; 2025Q2: 12,795 shares; 2025Q3: 12,390 shares; 2025Q4: 12,628 shares 12,628 $2.61M 0.19% +238 Timeline SOXQ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,000 shares; 2024Q4: 45,000 shares; 2025Q1: 45,000 shares; 2025Q2: 45,000 shares; 2025Q3: 45,000 shares; 2025Q4: 45,000 shares 45,000 $2.51M 0.18% 0 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: 1,608 shares; 2025Q1: 2,283 shares; 2025Q2: 2,281 shares; 2025Q3: 2,313 shares; 2025Q4: 2,289 shares 2,289 $2.45M 0.17% -24 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,397 shares; 2025Q4: 11,660 shares 11,660 $2.43M 0.17% +5,263 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: 4,093 shares; 2024Q4: 4,093 shares; 2025Q1: 4,151 shares; 2025Q2: 4,092 shares; 2025Q3: 4,202 shares; 2025Q4: 4,248 shares 4,248 $2.43M 0.17% +46 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: 13,728 shares; 2024Q4: 13,728 shares; 2025Q1: 13,728 shares; 2025Q2: 13,312 shares; 2025Q3: 13,312 shares; 2025Q4: 13,312 shares 13,312 $2.41M 0.17% 0 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: 11,530 shares; 2024Q4: 11,514 shares; 2025Q1: 11,648 shares; 2025Q2: 9,846 shares; 2025Q3: 10,261 shares; 2025Q4: 10,387 shares 10,387 $2.37M 0.17% +126 Timeline MGC 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: 9,400 shares; 2024Q4: 9,400 shares; 2025Q1: 9,400 shares; 2025Q2: 9,400 shares; 2025Q3: 9,400 shares; 2025Q4: 9,400 shares 9,400 $2.36M 0.17% 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: 397 shares; 2024Q4: 399 shares; 2025Q1: 400 shares; 2025Q2: 403 shares; 2025Q3: 409 shares; 2025Q4: 411 shares 411 $2.2M 0.16% +2 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: 39,567 shares; 2024Q4: 39,567 shares; 2025Q1: 37,045 shares; 2025Q2: 32,259 shares; 2025Q3: 34,835 shares; 2025Q4: 34,670 shares 34,670 $2.17M 0.15% -165 Timeline VTHR 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: 8,183 shares; 2024Q4: 8,048 shares; 2025Q1: 8,048 shares; 2025Q2: 8,048 shares; 2025Q3: 8,048 shares; 2025Q4: 6,674 shares 6,674 $2M 0.14% -1,374 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: 9,950 shares; 2024Q4: 9,950 shares; 2025Q1: 10,382 shares; 2025Q2: 10,115 shares; 2025Q3: 10,193 shares; 2025Q4: 10,274 shares 10,274 $2M 0.14% +81 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,899 shares; 2024Q4: 15,497 shares; 2025Q1: 24,833 shares; 2025Q2: 24,821 shares; 2025Q3: 25,628 shares; 2025Q4: 24,659 shares 24,659 $1.94M 0.14% -969 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: 5,104 shares; 2024Q4: 10,208 shares; 2025Q1: 10,525 shares; 2025Q2: 10,519 shares; 2025Q3: 10,514 shares; 2025Q4: 10,521 shares 10,521 $1.94M 0.14% +7 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: 7,132 shares; 2024Q4: 7,253 shares; 2025Q1: 7,324 shares; 2025Q2: 7,328 shares; 2025Q3: 7,458 shares; 2025Q4: 7,531 shares 7,531 $1.94M 0.14% +73 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: 5,461 shares; 2024Q4: 5,470 shares; 2025Q1: 7,563 shares; 2025Q2: 8,184 shares; 2025Q3: 8,187 shares; 2025Q4: 8,229 shares 8,229 $1.88M 0.13% +42 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: 22,362 shares; 2024Q4: 22,361 shares; 2025Q1: 22,203 shares; 2025Q2: 22,740 shares; 2025Q3: 23,151 shares; 2025Q4: 23,463 shares 23,463 $1.88M 0.13% +312 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: 4,635 shares; 2024Q4: 4,725 shares; 2025Q1: 4,854 shares; 2025Q2: 4,905 shares; 2025Q3: 5,995 shares; 2025Q4: 6,155 shares 6,155 $1.87M 0.13% +160 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: 27,858 shares; 2024Q4: 27,858 shares; 2025Q1: 27,858 shares; 2025Q2: 27,858 shares; 2025Q3: 27,858 shares; 2025Q4: 27,858 shares 27,858 $1.87M 0.13% 0 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: 13,747 shares; 2024Q4: 13,572 shares; 2025Q1: 12,450 shares; 2025Q2: 12,343 shares; 2025Q3: 8,052 shares; 2025Q4: 8,158 shares 8,158 $1.86M 0.13% +106 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: 20,942 shares; 2024Q4: 20,835 shares; 2025Q1: 21,014 shares; 2025Q2: 20,938 shares; 2025Q3: 21,404 shares; 2025Q4: 21,609 shares 21,609 $1.77M 0.13% +205 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: 18,335 shares; 2024Q4: 18,347 shares; 2025Q1: 10,061 shares; 2025Q2: 10,451 shares; 2025Q3: 10,797 shares; 2025Q4: 10,526 shares 10,526 $1.69M 0.12% -271 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,823 shares; 2025Q3: 1,908 shares; 2025Q4: 1,920 shares 1,920 $1.69M 0.12% +12 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: 2,775 shares; 2024Q4: 2,775 shares; 2025Q1: 2,775 shares; 2025Q2: 2,775 shares; 2025Q3: 2,775 shares; 2025Q4: 2,775 shares 2,775 $1.67M 0.12% 0 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,025 shares; 2024Q4: 16,025 shares; 2025Q1: 10,131 shares; 2025Q2: 10,279 shares; 2025Q3: 10,085 shares; 2025Q4: 10,322 shares 10,322 $1.67M 0.12% +237 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: 11,387 shares; 2024Q4: 10,669 shares; 2025Q1: 10,669 shares; 2025Q2: 10,485 shares; 2025Q3: 10,869 shares; 2025Q4: 10,741 shares 10,741 $1.64M 0.12% -128 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: 1,215 shares; 2024Q4: 1,200 shares; 2025Q1: 3,569 shares; 2025Q2: 3,551 shares; 2025Q3: 3,648 shares; 2025Q4: 3,748 shares 3,748 $1.6M 0.11% +100 Timeline VBR 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: 7,428 shares; 2024Q4: 7,436 shares; 2025Q1: 7,436 shares; 2025Q2: 7,436 shares; 2025Q3: 7,436 shares; 2025Q4: 7,436 shares 7,436 $1.57M 0.11% 0 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: 5,805 shares; 2024Q4: 5,781 shares; 2025Q1: 4,949 shares; 2025Q2: 4,966 shares; 2025Q3: 4,999 shares; 2025Q4: 5,097 shares 5,097 $1.57M 0.11% +98 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: 3,268 shares; 2024Q4: 3,268 shares; 2025Q1: 3,290 shares; 2025Q2: 3,276 shares; 2025Q3: 3,284 shares; 2025Q4: 3,309 shares 3,309 $1.55M 0.11% +25 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: 12,657 shares; 2024Q4: 12,657 shares; 2025Q1: 12,629 shares; 2025Q2: 12,877 shares; 2025Q3: 13,740 shares; 2025Q4: 13,111 shares 13,111 $1.46M 0.1% -629 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: 8,754 shares; 2024Q4: 7,819 shares; 2025Q1: 7,953 shares; 2025Q2: 8,236 shares; 2025Q3: 8,438 shares; 2025Q4: 8,528 shares 8,528 $1.46M 0.1% +90 Timeline VSGX 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: 17,901 shares; 2024Q4: 19,333 shares; 2025Q1: 19,426 shares; 2025Q2: 20,182 shares; 2025Q3: 20,305 shares; 2025Q4: 20,305 shares 20,305 $1.45M 0.1% 0 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,470 shares; 2024Q4: 13,846 shares; 2025Q1: 13,852 shares; 2025Q2: 13,822 shares; 2025Q3: 13,440 shares; 2025Q4: 12,520 shares 12,520 $1.43M 0.1% -920 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: 501 shares; 2024Q4: 498 shares; 2025Q1: 1,108 shares; 2025Q2: 1,036 shares; 2025Q3: 1,204 shares; 2025Q4: 1,286 shares 1,286 $1.38M 0.1% +82 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: 1,145 shares; 2024Q4: 1,145 shares; 2025Q1: 1,144 shares; 2025Q2: 15,126 shares; 2025Q3: 15,119 shares; 2025Q4: 15,029 shares 15,029 $1.37M 0.1% -90 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: 8,987 shares; 2024Q4: 8,737 shares; 2025Q1: 8,599 shares; 2025Q2: 8,498 shares; 2025Q3: 8,490 shares; 2025Q4: 8,642 shares 8,642 $1.33M 0.09% +152 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,462 shares; 2024Q4: 1,429 shares; 2025Q1: 1,456 shares; 2025Q2: 1,469 shares; 2025Q3: 1,463 shares; 2025Q4: 1,499 shares 1,499 $1.32M 0.09% +36 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: 13,059 shares; 2024Q4: 13,225 shares; 2025Q1: 13,159 shares; 2025Q2: 13,018 shares; 2025Q3: 13,374 shares; 2025Q4: 13,090 shares 13,090 $1.31M 0.09% -284 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,815 shares; 2024Q4: 3,669 shares; 2025Q1: 5,880 shares; 2025Q2: 3,639 shares; 2025Q3: 3,662 shares; 2025Q4: 3,720 shares 3,720 $1.3M 0.09% +58 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,886 shares; 2025Q1: 6,997 shares; 2025Q2: 6,848 shares; 2025Q3: 7,178 shares; 2025Q4: 7,282 shares 7,282 $1.25M 0.09% +104 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,312 shares; 2024Q4: 4,312 shares; 2025Q1: 4,312 shares; 2025Q2: 4,312 shares; 2025Q3: 4,312 shares; 2025Q4: 8,624 shares 8,624 $1.24M 0.09% +4,312 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: 7,684 shares; 2024Q4: 7,684 shares; 2025Q1: 7,801 shares; 2025Q2: 7,747 shares; 2025Q3: 4,196 shares; 2025Q4: 4,470 shares 4,470 $1.2M 0.09% +274 Timeline NTES NETEASE COM INC More: the full row for NETEASE COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,255 shares; 2024Q4: 8,255 shares; 2025Q1: 8,394 shares; 2025Q2: 8,459 shares; 2025Q3: 8,538 shares; 2025Q4: 8,482 shares 8,482 $1.17M 0.08% -56 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: 8,916 shares; 2024Q4: 8,968 shares; 2025Q1: 10,737 shares; 2025Q2: 10,024 shares; 2025Q3: 9,188 shares; 2025Q4: 9,698 shares 9,698 $1.1M 0.08% +510 Timeline ESML 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: 25,952 shares; 2024Q4: 24,080 shares; 2025Q1: 24,080 shares; 2025Q2: 23,711 shares; 2025Q3: 23,874 shares; 2025Q4: 23,874 shares 23,874 $1.1M 0.08% 0 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: 10,103 shares; 2024Q4: 10,103 shares; 2025Q1: 10,103 shares; 2025Q2: 10,103 shares; 2025Q3: 8,903 shares; 2025Q4: 8,903 shares 8,903 $1.02M 0.07% 0 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: 5,016 shares; 2024Q4: 5,016 shares; 2025Q1: 5,019 shares; 2025Q2: 5,034 shares; 2025Q3: 5,057 shares; 2025Q4: 5,020 shares 5,020 $1.02M 0.07% -37 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,358 shares; 2024Q4: 4,358 shares; 2025Q1: 4,358 shares; 2025Q2: 4,360 shares; 2025Q3: 4,358 shares; 2025Q4: 4,382 shares 4,382 $980K 0.07% +24 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,803 shares; 2024Q4: 4,573 shares; 2025Q1: 4,022 shares; 2025Q2: 4,010 shares; 2025Q3: 4,028 shares; 2025Q4: 4,160 shares 4,160 $946K 0.07% +132 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,187 shares; 2025Q4: 4,186 shares 4,186 $909K 0.06% -1 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,378 shares; 2024Q4: 13,398 shares; 2025Q1: 13,398 shares; 2025Q2: 13,415 shares; 2025Q3: 13,426 shares; 2025Q4: 13,278 shares 13,278 $892K 0.06% -148 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: 5,230 shares; 2024Q4: 5,208 shares; 2025Q1: 4,038 shares; 2025Q2: 4,148 shares; 2025Q3: 4,490 shares; 2025Q4: 4,706 shares 4,706 $863K 0.06% +216 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,870 shares; 2024Q4: 29,097 shares; 2025Q1: 28,870 shares; 2025Q2: 29,013 shares; 2025Q3: 29,563 shares; 2025Q4: 31,392 shares 31,392 $863K 0.06% +1,829 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: 4,233 shares; 2024Q4: 4,248 shares; 2025Q1: 4,188 shares; 2025Q2: 5,933 shares; 2025Q3: 2,396 shares; 2025Q4: 2,556 shares 2,556 $844K 0.06% +160 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: 6,315 shares; 2024Q4: 6,315 shares; 2025Q1: 6,170 shares; 2025Q2: 6,170 shares; 2025Q3: 6,170 shares; 2025Q4: 6,170 shares 6,170 $824K 0.06% 0 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,270 shares; 2024Q4: 15,270 shares; 2025Q1: 15,270 shares; 2025Q2: 15,270 shares; 2025Q3: 15,270 shares; 2025Q4: 15,270 shares 15,270 $815K 0.06% 0 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,911 shares; 2024Q4: 3,389 shares; 2025Q1: 3,416 shares; 2025Q2: 3,404 shares; 2025Q3: 3,731 shares; 2025Q4: 4,280 shares 4,280 $790K 0.06% +549 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: 5,106 shares; 2024Q4: 5,106 shares; 2025Q1: 7,563 shares; 2025Q2: 7,581 shares; 2025Q3: 7,554 shares; 2025Q4: 9,627 shares 9,627 $777K 0.06% +2,073 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: 14,400 shares; 2024Q4: 14,710 shares; 2025Q1: 16,420 shares; 2025Q2: 16,806 shares; 2025Q3: 24,156 shares; 2025Q4: 24,156 shares 24,156 $774K 0.06% 0 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: 5,349 shares; 2024Q4: 5,564 shares; 2025Q1: 6,048 shares; 2025Q2: 5,520 shares; 2025Q3: 5,695 shares; 2025Q4: 8,112 shares 8,112 $756K 0.05% +2,417 Timeline FTEC 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: 4,010 shares; 2024Q4: 4,010 shares; 2025Q1: 4,010 shares; 2025Q2: 4,010 shares; 2025Q3: 4,010 shares; 2025Q4: 3,284 shares 3,284 $738K 0.05% -726 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,662 shares; 2024Q4: 2,538 shares; 2025Q1: 2,443 shares; 2025Q2: 2,443 shares; 2025Q3: 2,443 shares; 2025Q4: 2,323 shares 2,323 $731K 0.05% -120 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: 6,202 shares; 2024Q4: 6,202 shares; 2025Q1: 6,412 shares; 2025Q2: 6,260 shares; 2025Q3: 6,219 shares; 2025Q4: 6,435 shares 6,435 $726K 0.05% +216 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,420 shares; 2024Q4: 39,840 shares; 2025Q1: 39,840 shares; 2025Q2: 39,840 shares; 2025Q3: 39,840 shares; 2025Q4: 44,040 shares 44,040 $726K 0.05% +4,200 Timeline SUSB 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: 21,420 shares; 2024Q4: 26,457 shares; 2025Q1: 28,272 shares; 2025Q2: 28,272 shares; 2025Q3: 28,543 shares; 2025Q4: 28,543 shares 28,543 $720K 0.05% 0 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: 25,643 shares; 2024Q4: 25,977 shares; 2025Q1: 25,343 shares; 2025Q2: 25,747 shares; 2025Q3: 25,747 shares; 2025Q4: 25,883 shares 25,883 $701K 0.05% +136 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: 515 shares; 2024Q4: 515 shares; 2025Q1: 542 shares; 2025Q2: 546 shares; 2025Q3: 641 shares; 2025Q4: 650 shares 650 $695K 0.05% +9 Timeline ESGE 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: 12,527 shares; 2024Q4: 14,173 shares; 2025Q1: 14,834 shares; 2025Q2: 15,567 shares; 2025Q3: 15,671 shares; 2025Q4: 15,626 shares 15,626 $690K 0.05% -45 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: 15,628 shares; 2024Q4: 6,681 shares; 2025Q1: 16,061 shares; 2025Q2: 15,338 shares; 2025Q3: 6,507 shares; 2025Q4: 6,485 shares 6,485 $683K 0.05% -22 Timeline PXF INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,346 shares; 2025Q2: 10,346 shares; 2025Q3: 10,346 shares; 2025Q4: 10,346 shares 10,346 $678K 0.05% 0 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: 21,586 shares; 2024Q4: 21,486 shares; 2025Q1: 18,786 shares; 2025Q2: 18,586 shares; 2025Q3: 18,586 shares; 2025Q4: 18,586 shares 18,586 $655K 0.05% 0 Timeline EVR EVERCORE INC More: the full row for EVERCORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,854 shares; 2024Q4: 1,854 shares; 2025Q1: 1,854 shares; 2025Q2: 1,854 shares; 2025Q3: 1,854 shares; 2025Q4: 1,854 shares 1,854 $631K 0.04% 0 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: 6,268 shares; 2024Q4: 3,900 shares; 2025Q1: 6,250 shares; 2025Q2: 6,250 shares; 2025Q3: not reported; 2025Q4: 6,000 shares 6,000 $617K 0.04% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 867 shares; 2025Q4: 924 shares 924 $612K 0.04% +57 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,214 shares; 2024Q4: 1,219 shares; 2025Q1: 1,214 shares; 2025Q2: 1,214 shares; 2025Q3: 1,217 shares; 2025Q4: 1,232 shares 1,232 $600K 0.04% +15 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,499 shares; 2024Q4: 1,498 shares; 2025Q1: 1,498 shares; 2025Q2: 1,498 shares; 2025Q3: 1,498 shares; 2025Q4: 1,498 shares 1,498 $590K 0.04% 0 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,696 shares; 2024Q4: 2,696 shares; 2025Q1: 2,696 shares; 2025Q2: 5,711 shares; 2025Q3: 5,711 shares; 2025Q4: 5,711 shares 5,711 $585K 0.04% 0 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,659 shares; 2024Q4: 5,659 shares; 2025Q1: 5,659 shares; 2025Q2: 5,659 shares; 2025Q3: 5,659 shares; 2025Q4: 4,934 shares 4,934 $581K 0.04% -725 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: 2,060 shares; 2024Q4: 1,909 shares; 2025Q1: 1,921 shares; 2025Q2: 3,384 shares; 2025Q3: 3,867 shares; 2025Q4: 3,973 shares 3,973 $570K 0.04% +106 Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,450 shares; 2024Q4: 41,850 shares; 2025Q1: 41,850 shares; 2025Q2: 41,850 shares; 2025Q3: 41,850 shares; 2025Q4: 31,550 shares 31,550 $567K 0.04% -10,300 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: 9,346 shares; 2024Q4: 5,721 shares; 2025Q1: 5,801 shares; 2025Q2: 5,976 shares; 2025Q3: 6,644 shares; 2025Q4: 7,343 shares 7,343 $566K 0.04% +699 Timeline UFPI UFP INDUSTRIES INC More: the full row for UFP INDUSTRIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,203 shares; 2024Q4: 6,203 shares; 2025Q1: 6,203 shares; 2025Q2: 6,203 shares; 2025Q3: 6,203 shares; 2025Q4: 6,203 shares 6,203 $565K 0.04% 0 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: 3,268 shares; 2024Q4: 3,298 shares; 2025Q1: 3,060 shares; 2025Q2: 3,100 shares; 2025Q3: 3,176 shares; 2025Q4: 3,253 shares 3,253 $529K 0.04% +77 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: 8,964 shares; 2024Q4: 8,964 shares; 2025Q1: 8,948 shares; 2025Q2: 12,902 shares; 2025Q3: 12,838 shares; 2025Q4: 13,169 shares 13,169 $528K 0.04% +331 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: 4,124 shares; 2024Q4: 4,124 shares; 2025Q1: 4,138 shares; 2025Q2: 4,132 shares; 2025Q3: 4,440 shares; 2025Q4: 4,214 shares 4,214 $528K 0.04% -226 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,571 shares; 2024Q4: 3,571 shares; 2025Q1: 3,448 shares; 2025Q2: 3,434 shares; 2025Q3: 3,418 shares; 2025Q4: 3,513 shares 3,513 $523K 0.04% +95 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 926 shares; 2025Q4: 1,111 shares 1,111 $500K 0.04% +185 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: 7,877 shares; 2024Q4: 7,877 shares; 2025Q1: 8,020 shares; 2025Q2: 7,712 shares; 2025Q3: 8,787 shares; 2025Q4: 9,068 shares 9,068 $499K 0.04% +281 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: 5,762 shares; 2024Q4: 8,742 shares; 2025Q1: 8,521 shares; 2025Q2: 10,041 shares; 2025Q3: 10,171 shares; 2025Q4: 10,037 shares 10,037 $494K 0.04% -134 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: 1,640 shares; 2024Q4: 1,640 shares; 2025Q1: 1,640 shares; 2025Q2: 1,643 shares; 2025Q3: 1,704 shares; 2025Q4: 1,700 shares 1,700 $493K 0.04% -4 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,650 shares; 2024Q4: 1,650 shares; 2025Q1: 1,650 shares; 2025Q2: 1,650 shares; 2025Q3: 1,650 shares; 2025Q4: 1,650 shares 1,650 $492K 0.04% 0 Timeline TIP 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: 4,406 shares; 2024Q4: 3,925 shares; 2025Q1: 3,925 shares; 2025Q2: 3,925 shares; 2025Q3: 3,699 shares; 2025Q4: 4,272 shares 4,272 $470K 0.03% +573 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: 5,877 shares; 2024Q4: 2,287 shares; 2025Q1: 5,861 shares; 2025Q2: 3,576 shares; 2025Q3: 1,322 shares; 2025Q4: 1,335 shares 1,335 $468K 0.03% +13 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: 6,334 shares; 2024Q4: 6,345 shares; 2025Q1: 6,300 shares; 2025Q2: 6,270 shares; 2025Q3: 6,212 shares; 2025Q4: 2,023 shares 2,023 $468K 0.03% -4,189 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 699 shares; 2024Q4: 699 shares; 2025Q1: 741 shares; 2025Q2: 745 shares; 2025Q3: 767 shares; 2025Q4: 768 shares 768 $465K 0.03% +1 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,094 shares; 2025Q1: 1,255 shares; 2025Q2: 1,243 shares; 2025Q3: 1,558 shares; 2025Q4: 1,504 shares 1,504 $460K 0.03% -54 Timeline SSD SIMPSON MFG INC More: the full row for SIMPSON MFG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,285 shares; 2024Q4: 3,824 shares; 2025Q1: 3,659 shares; 2025Q2: 3,659 shares; 2025Q3: 3,469 shares; 2025Q4: 2,845 shares 2,845 $459K 0.03% -624 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: 3,643 shares; 2024Q4: 18,215 shares; 2025Q1: 16,996 shares; 2025Q2: 17,160 shares; 2025Q3: 18,582 shares; 2025Q4: 17,862 shares 17,862 $457K 0.03% -720 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: 4,397 shares; 2024Q4: 4,354 shares; 2025Q1: 4,354 shares; 2025Q2: 4,375 shares; 2025Q3: 5,446 shares; 2025Q4: 6,185 shares 6,185 $454K 0.03% +739 Timeline SIMO SILICON MOTION TECHNOLOGY CO More: the full row for SILICON MOTION TECHNOLOGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,797 shares; 2024Q4: 4,797 shares; 2025Q1: 4,797 shares; 2025Q2: 4,797 shares; 2025Q3: 4,956 shares; 2025Q4: 4,844 shares 4,844 $449K 0.03% -112 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO 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: 6,849 shares 6,849 $449K 0.03% new Timeline DUHP 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: not reported; 2025Q3: not reported; 2025Q4: 11,737 shares 11,737 $446K 0.03% new Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,819 shares; 2024Q4: 8,713 shares; 2025Q1: 8,713 shares; 2025Q2: 8,713 shares; 2025Q3: 6,280 shares; 2025Q4: 4,986 shares 4,986 $446K 0.03% -1,294 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: 6,435 shares; 2024Q4: 6,505 shares; 2025Q1: 6,628 shares; 2025Q2: 6,689 shares; 2025Q3: 7,814 shares; 2025Q4: 8,077 shares 8,077 $436K 0.03% +263 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: 3,086 shares; 2024Q4: 3,081 shares; 2025Q1: 3,079 shares; 2025Q2: 3,079 shares; 2025Q3: 3,079 shares; 2025Q4: 2,808 shares 2,808 $435K 0.03% -271 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: 2,580 shares; 2024Q4: 2,203 shares; 2025Q1: 2,236 shares; 2025Q2: 2,227 shares; 2025Q3: 2,279 shares; 2025Q4: 2,194 shares 2,194 $426K 0.03% -85 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: 705 shares; 2024Q4: 705 shares; 2025Q1: 837 shares; 2025Q2: 731 shares; 2025Q3: 749 shares; 2025Q4: 814 shares 814 $425K 0.03% +65 Timeline IX ORIX CORP More: the full row for ORIX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,685 shares; 2024Q4: 2,685 shares; 2025Q1: 13,425 shares; 2025Q2: 13,525 shares; 2025Q3: 14,704 shares; 2025Q4: 14,381 shares 14,381 $420K 0.03% -323 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,177 shares; 2024Q4: 5,177 shares; 2025Q1: 5,177 shares; 2025Q2: 5,177 shares; 2025Q3: 5,177 shares; 2025Q4: 5,177 shares 5,177 $415K 0.03% 0 Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,300 shares; 2025Q1: 3,300 shares; 2025Q2: 3,398 shares; 2025Q3: 3,398 shares; 2025Q4: 3,470 shares 3,470 $415K 0.03% +72 Timeline VONE 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: 1,479 shares; 2024Q4: 1,416 shares; 2025Q1: 1,390 shares; 2025Q2: 1,342 shares; 2025Q3: 1,332 shares; 2025Q4: 1,316 shares 1,316 $407K 0.03% -16 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: 6,207 shares 6,207 $406K 0.03% new Timeline DSGX DESCARTES SYS GROUP INC More: the full row for DESCARTES SYS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,857 shares; 2024Q4: 4,857 shares; 2025Q1: 4,552 shares; 2025Q2: 4,552 shares; 2025Q3: 4,552 shares; 2025Q4: 4,614 shares 4,614 $404K 0.03% +62 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,700 shares; 2025Q1: not reported; 2025Q2: 6,600 shares; 2025Q3: 4,820 shares; 2025Q4: 4,820 shares 4,820 $403K 0.03% 0 Timeline WES WESTERN MIDSTREAM PARTNERS L More: the full row for WESTERN MIDSTREAM PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,850 shares; 2024Q4: 18,850 shares; 2025Q1: 18,850 shares; 2025Q2: 13,450 shares; 2025Q3: 13,450 shares; 2025Q4: 10,050 shares 10,050 $397K 0.03% -3,400 Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,499 shares 15,499 $394K 0.03% new Timeline NWG NATWEST GROUP PLC More: the full row for NATWEST GROUP 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: 12,731 shares; 2025Q2: 21,756 shares; 2025Q3: 22,984 shares; 2025Q4: 22,309 shares 22,309 $390K 0.03% -675 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,280 shares; 2025Q1: 3,239 shares; 2025Q2: 5,763 shares; 2025Q3: 5,990 shares; 2025Q4: 6,101 shares 6,101 $389K 0.03% +111 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: 16,130 shares; 2024Q4: 16,721 shares; 2025Q1: 16,130 shares; 2025Q2: 16,130 shares; 2025Q3: 16,130 shares; 2025Q4: 16,130 shares 16,130 $385K 0.03% 0 Timeline HESM HESS MIDSTREAM LP More: the full row for HESS MIDSTREAM LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,540 shares; 2024Q4: 8,990 shares; 2025Q1: 8,990 shares; 2025Q2: 20,090 shares; 2025Q3: 13,690 shares; 2025Q4: 11,040 shares 11,040 $381K 0.03% -2,650 Timeline KNTK KINETIK HOLDINGS INC More: the full row for KINETIK HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,711 shares; 2025Q3: 6,751 shares; 2025Q4: 10,451 shares 10,451 $377K 0.03% +3,700 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,062 shares; 2024Q4: 18,087 shares; 2025Q1: 18,087 shares; 2025Q2: 18,087 shares; 2025Q3: 18,087 shares; 2025Q4: 14,351 shares 14,351 $376K 0.03% -3,736 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,150 shares; 2024Q4: 3,150 shares; 2025Q1: 3,150 shares; 2025Q2: 2,750 shares; 2025Q3: 2,750 shares; 2025Q4: 2,750 shares 2,750 $374K 0.03% 0 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,573 shares; 2025Q3: 1,790 shares; 2025Q4: 2,000 shares 2,000 $371K 0.03% +210 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: 1,189 shares; 2024Q4: 1,187 shares; 2025Q1: 1,179 shares; 2025Q2: 1,201 shares; 2025Q3: 1,196 shares; 2025Q4: 1,278 shares 1,278 $369K 0.03% +82 Timeline QSR RESTAURANT BRANDS INTL INC More: the full row for RESTAURANT BRANDS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,776 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,032 shares; 2025Q3: 5,372 shares; 2025Q4: 5,397 shares 5,397 $368K 0.03% +25 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,351 shares; 2024Q4: 8,350 shares; 2025Q1: 8,294 shares; 2025Q2: 8,532 shares; 2025Q3: 7,087 shares; 2025Q4: 7,177 shares 7,177 $365K 0.03% +90 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: 20,800 shares; 2024Q4: 20,800 shares; 2025Q1: 20,936 shares; 2025Q2: 20,845 shares; 2025Q3: 23,205 shares; 2025Q4: 22,953 shares 22,953 $364K 0.03% -252 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: 1,936 shares; 2024Q4: not reported; 2025Q1: 2,000 shares; 2025Q2: 1,945 shares; 2025Q3: 2,319 shares; 2025Q4: 2,479 shares 2,479 $363K 0.03% +160 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: 737 shares; 2024Q4: 737 shares; 2025Q1: 737 shares; 2025Q2: 737 shares; 2025Q3: 632 shares; 2025Q4: 636 shares 636 $357K 0.03% +4 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,557 shares; 2024Q4: 5,557 shares; 2025Q1: 5,292 shares; 2025Q2: 5,292 shares; 2025Q3: 5,292 shares; 2025Q4: 5,292 shares 5,292 $352K 0.03% 0 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,220 shares; 2024Q4: 6,239 shares; 2025Q1: 6,239 shares; 2025Q2: 6,329 shares; 2025Q3: 6,705 shares; 2025Q4: 5,821 shares 5,821 $350K 0.02% -884 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: 3,182 shares; 2024Q4: 3,191 shares; 2025Q1: 3,263 shares; 2025Q2: 3,338 shares; 2025Q3: 3,698 shares; 2025Q4: 3,801 shares 3,801 $349K 0.02% +103 Timeline HDB HDFC BANK LTD More: the full row for HDFC BANK 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: 3,065 shares; 2025Q3: 8,997 shares; 2025Q4: 9,526 shares 9,526 $348K 0.02% +529 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: not reported; 2025Q2: 2,686 shares; 2025Q3: 2,793 shares; 2025Q4: 2,723 shares 2,723 $343K 0.02% -70 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,574 shares; 2024Q4: 8,574 shares; 2025Q1: 8,574 shares; 2025Q2: 8,621 shares; 2025Q3: 8,574 shares; 2025Q4: 8,710 shares 8,710 $341K 0.02% +136 Timeline MTN VAIL RESORTS INC More: the full row for VAIL RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,269 shares; 2024Q4: 2,562 shares; 2025Q1: 2,607 shares; 2025Q2: 2,562 shares; 2025Q3: 2,562 shares; 2025Q4: 2,562 shares 2,562 $340K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,518 shares; 2025Q4: 1,518 shares 1,518 $339K 0.02% 0 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: 7,307 shares; 2024Q4: 7,307 shares; 2025Q1: 7,307 shares; 2025Q2: 7,225 shares; 2025Q3: 7,225 shares; 2025Q4: 7,618 shares 7,618 $338K 0.02% +393 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,534 shares; 2024Q4: 2,534 shares; 2025Q1: 2,813 shares; 2025Q2: 2,534 shares; 2025Q3: 2,749 shares; 2025Q4: 2,698 shares 2,698 $337K 0.02% -51 Timeline COLB COLUMBIA BKG SYS INC More: the full row for COLUMBIA BKG SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,962 shares; 2025Q4: 11,962 shares 11,962 $334K 0.02% 0 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: 5,045 shares; 2024Q4: 5,000 shares; 2025Q1: 5,000 shares; 2025Q2: 5,007 shares; 2025Q3: 4,525 shares; 2025Q4: 4,422 shares 4,422 $326K 0.02% -103 Timeline SIRI SIRIUSXM HOLDINGS INC More: the full row for SIRIUSXM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,590 shares; 2025Q1: 15,490 shares; 2025Q2: 15,490 shares; 2025Q3: 15,490 shares; 2025Q4: 15,490 shares 15,490 $310K 0.02% 0 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: 1,775 shares; 2024Q4: 1,741 shares; 2025Q1: 1,807 shares; 2025Q2: 1,786 shares; 2025Q3: 1,882 shares; 2025Q4: 1,783 shares 1,783 $309K 0.02% -99 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,907 shares; 2024Q4: 4,907 shares; 2025Q1: 4,907 shares; 2025Q2: 4,907 shares; 2025Q3: 5,026 shares; 2025Q4: 4,963 shares 4,963 $306K 0.02% -63 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: not reported; 2024Q4: 10,450 shares; 2025Q1: 10,450 shares; 2025Q2: 10,450 shares; 2025Q3: 11,138 shares; 2025Q4: 10,627 shares 10,627 $298K 0.02% -511 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,811 shares; 2025Q1: 2,993 shares; 2025Q2: 2,856 shares; 2025Q3: 2,639 shares; 2025Q4: 2,924 shares 2,924 $290K 0.02% +285 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: 2,743 shares; 2024Q4: 2,743 shares; 2025Q1: 2,600 shares; 2025Q2: 2,586 shares; 2025Q3: 2,817 shares; 2025Q4: 2,946 shares 2,946 $283K 0.02% +129 Timeline MASI MASIMO CORP More: the full row for MASIMO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,172 shares; 2024Q4: 2,172 shares; 2025Q1: 2,172 shares; 2025Q2: 2,175 shares; 2025Q3: 2,172 shares; 2025Q4: 2,172 shares 2,172 $282K 0.02% 0 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 125 shares; 2025Q1: 125 shares; 2025Q2: 126 shares; 2025Q3: 131 shares; 2025Q4: 138 shares 138 $278K 0.02% +7 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: 1,314 shares; 2024Q4: 1,314 shares; 2025Q1: 1,324 shares; 2025Q2: 1,317 shares; 2025Q3: 1,317 shares; 2025Q4: 823 shares 823 $277K 0.02% -494 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,411 shares; 2024Q4: 3,675 shares; 2025Q1: 3,755 shares; 2025Q2: 3,602 shares; 2025Q3: 3,607 shares; 2025Q4: 3,706 shares 3,706 $272K 0.02% +99 Timeline SEIC SEI INVTS CO More: the full row for SEI INVTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,288 shares; 2024Q4: 3,288 shares; 2025Q1: 3,288 shares; 2025Q2: 3,288 shares; 2025Q3: 3,288 shares; 2025Q4: 3,309 shares 3,309 $271K 0.02% +21 Timeline LOPE GRAND CANYON ED INC More: the full row for GRAND CANYON ED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,958 shares; 2024Q4: 1,958 shares; 2025Q1: 1,735 shares; 2025Q2: 1,630 shares; 2025Q3: 1,630 shares; 2025Q4: 1,630 shares 1,630 $271K 0.02% 0 Timeline CWST CASELLA WASTE SYS INC More: the full row for CASELLA WASTE SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,750 shares; 2024Q4: 2,750 shares; 2025Q1: 2,480 shares; 2025Q2: 2,360 shares; 2025Q3: 2,725 shares; 2025Q4: 2,752 shares 2,752 $270K 0.02% +27 Timeline FHI FEDERATED HERMES INC More: the full row for FEDERATED HERMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,990 shares; 2025Q1: 4,990 shares; 2025Q2: 5,004 shares; 2025Q3: 5,004 shares; 2025Q4: 5,090 shares 5,090 $265K 0.02% +86 Timeline RBC RBC BEARINGS INC More: the full row for RBC BEARINGS 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: 590 shares; 2025Q3: 590 shares; 2025Q4: 590 shares 590 $265K 0.02% 0 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 950 shares; 2024Q4: 950 shares; 2025Q1: 954 shares; 2025Q2: 960 shares; 2025Q3: 1,434 shares; 2025Q4: 1,087 shares 1,087 $264K 0.02% -347 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,179 shares; 2024Q4: 1,166 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,267 shares; 2025Q4: 1,209 shares 1,209 $259K 0.02% -58 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 388 shares; 2025Q3: not reported; 2025Q4: 447 shares 447 $253K 0.02% new 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: 11,133 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,180 shares; 2025Q3: 9,783 shares; 2025Q4: 10,026 shares 10,026 $250K 0.02% +243 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 193 shares; 2025Q4: 204 shares 204 $248K 0.02% +11 Timeline THO THOR INDS INC More: the full row for THOR INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,413 shares; 2024Q4: 2,413 shares; 2025Q1: not reported; 2025Q2: 2,413 shares; 2025Q3: 2,413 shares; 2025Q4: 2,413 shares 2,413 $248K 0.02% 0 Timeline EXPO EXPONENT INC More: the full row for EXPONENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,006 shares; 2024Q4: 3,648 shares; 2025Q1: 3,850 shares; 2025Q2: 3,655 shares; 2025Q3: 3,172 shares; 2025Q4: 3,543 shares 3,543 $246K 0.02% +371 Timeline AOS SMITH A O CORP More: the full row for SMITH A O CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,620 shares; 2024Q4: 3,620 shares; 2025Q1: 3,660 shares; 2025Q2: 3,620 shares; 2025Q3: 3,620 shares; 2025Q4: 3,631 shares 3,631 $243K 0.02% +11 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: 781 shares; 2024Q4: 781 shares; 2025Q1: 763 shares; 2025Q2: 622 shares; 2025Q3: 661 shares; 2025Q4: 741 shares 741 $236K 0.02% +80 Timeline KMX CARMAX INC More: the full row for CARMAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,075 shares; 2024Q4: 6,139 shares; 2025Q1: 6,128 shares; 2025Q2: 6,054 shares; 2025Q3: 6,034 shares; 2025Q4: 6,034 shares 6,034 $233K 0.02% 0 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: 2,630 shares; 2024Q4: 2,600 shares; 2025Q1: 2,615 shares; 2025Q2: 2,600 shares; 2025Q3: 2,698 shares; 2025Q4: 2,946 shares 2,946 $232K 0.02% +248 Timeline KAI KADANT INC More: the full row for KADANT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 616 shares; 2024Q4: 716 shares; 2025Q1: 811 shares; 2025Q2: 811 shares; 2025Q3: 811 shares; 2025Q4: 813 shares 813 $232K 0.02% +2 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: 2,951 shares; 2024Q4: 2,956 shares; 2025Q1: 2,956 shares; 2025Q2: 2,956 shares; 2025Q3: 3,008 shares; 2025Q4: 2,956 shares 2,956 $230K 0.02% -52 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: 3,381 shares; 2024Q4: 2,111 shares; 2025Q1: 2,111 shares; 2025Q2: 2,170 shares; 2025Q3: 2,267 shares; 2025Q4: 2,169 shares 2,169 $228K 0.02% -98 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: 589 shares; 2024Q4: 589 shares; 2025Q1: 476 shares; 2025Q2: 476 shares; 2025Q3: 510 shares; 2025Q4: 594 shares 594 $228K 0.02% +84 Timeline ENSG ENSIGN GROUP INC More: the full row for ENSIGN GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,710 shares; 2024Q4: 1,710 shares; 2025Q1: 1,710 shares; 2025Q2: not reported; 2025Q3: 1,276 shares; 2025Q4: 1,281 shares 1,281 $223K 0.02% +5 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: 1,909 shares; 2025Q1: not reported; 2025Q2: 1,923 shares; 2025Q3: not reported; 2025Q4: 1,182 shares 1,182 $223K 0.02% new Timeline WK WORKIVA INC More: the full row for WORKIVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,463 shares; 2024Q4: 3,463 shares; 2025Q1: 3,463 shares; 2025Q2: 3,425 shares; 2025Q3: 2,543 shares; 2025Q4: 2,543 shares 2,543 $219K 0.02% 0 Timeline ROAD CONSTRUCTION PARTNERS INC More: the full row for CONSTRUCTION PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,975 shares; 2024Q4: 2,975 shares; 2025Q1: 2,975 shares; 2025Q2: 2,545 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares 2,000 $217K 0.02% 0 Timeline LW LAMB WESTON HLDGS INC More: the full row for LAMB WESTON HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,169 shares; 2025Q3: 5,169 shares; 2025Q4: 5,169 shares 5,169 $217K 0.02% 0 Timeline ESE ESCO TECHNOLOGIES INC More: the full row for ESCO TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,187 shares; 2025Q3: 1,097 shares; 2025Q4: 1,097 shares 1,097 $214K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 651 shares 651 $213K 0.02% new Timeline ICLR ICON PUB LTD CO More: the full row for ICON PUB LTD CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,144 shares; 2024Q4: 1,144 shares; 2025Q1: 1,144 shares; 2025Q2: not reported; 2025Q3: 1,144 shares; 2025Q4: 1,147 shares 1,147 $209K 0.01% +3 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: 15,266 shares; 2024Q4: 15,266 shares; 2025Q1: 15,696 shares; 2025Q2: 2,815 shares; 2025Q3: 2,815 shares; 2025Q4: 2,833 shares 2,833 $209K 0.01% +18 Timeline GNTX GENTEX CORP More: the full row for GENTEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,863 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,764 shares; 2025Q4: 8,894 shares 8,894 $207K 0.01% +130 Timeline RBA RB GLOBAL INC More: the full row for RB GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,246 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,975 shares; 2025Q3: 1,975 shares; 2025Q4: 2,001 shares 2,001 $206K 0.01% +26 Timeline BL BLACKLINE INC More: the full row for BLACKLINE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,423 shares; 2024Q4: 4,843 shares; 2025Q1: 4,968 shares; 2025Q2: 4,263 shares; 2025Q3: not reported; 2025Q4: 3,715 shares 3,715 $205K 0.01% new Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,391 shares; 2025Q2: 8,102 shares; 2025Q3: 10,391 shares; 2025Q4: 8,224 shares 8,224 $204K 0.01% -2,167 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 540 shares 540 $202K 0.01% new Timeline CCC CCC INTELLIGENT SOLUTIONS HL More: the full row for CCC INTELLIGENT SOLUTIONS HL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,540 shares; 2024Q4: 23,955 shares; 2025Q1: 23,955 shares; 2025Q2: 32,339 shares; 2025Q3: 25,666 shares; 2025Q4: 20,307 shares 20,307 $161K 0.01% -5,359 Timeline GAIN GLADSTONE INVT CORP More: the full row for GLADSTONE INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,167 shares; 2025Q2: 10,733 shares; 2025Q3: 10,918 shares; 2025Q4: 11,108 shares 11,108 $155K 0.01% +190 Timeline UMC UNITED MICROELECTRONICS CORP More: the full row for UNITED MICROELECTRONICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,228 shares 11,228 $88.3K 0.01% new Timeline WIT WIPRO LTD More: the full row for WIPRO 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: 14,761 shares; 2025Q4: 29,768 shares 29,768 $84.5K 0.01% +15,007 Timeline