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: 7,833,992 shares; 2024Q4: 7,873,807 shares; 2025Q1: 8,458,435 shares; 2025Q2: 7,767,509 shares; 2025Q3: 8,551,906 shares; 2025Q4: 8,648,161 shares 8,648,161 $2.76B 17.9% +96,255 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,786,899 shares; 2024Q4: 4,868,929 shares; 2025Q1: 5,349,243 shares; 2025Q2: 5,215,607 shares; 2025Q3: 5,511,314 shares; 2025Q4: 5,705,891 shares 5,705,891 $1.24B 8.05% +194,577 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,610 shares; 2024Q4: 53,172 shares; 2025Q1: 1,174,242 shares; 2025Q2: 3,735,407 shares; 2025Q3: 4,762,043 shares; 2025Q4: 5,248,830 shares 5,248,830 $587M 3.8% +486,787 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,777,846 shares; 2025Q2: 7,766,678 shares; 2025Q3: 10,425,820 shares; 2025Q4: 12,380,010 shares 12,380,010 $586M 3.8% +1,954,190 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: 5,454,559 shares; 2024Q4: 5,628,340 shares; 2025Q1: 5,900,252 shares; 2025Q2: 6,418,158 shares; 2025Q3: 7,209,032 shares; 2025Q4: 7,608,929 shares 7,608,929 $571M 3.7% +399,897 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: 4,576,222 shares; 2024Q4: 4,634,594 shares; 2025Q1: 4,788,489 shares; 2025Q2: 4,366,773 shares; 2025Q3: 4,769,364 shares; 2025Q4: 4,781,932 shares 4,781,932 $489M 3.17% +12,568 Timeline JPST 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: 7,478,647 shares; 2024Q4: 8,316,836 shares; 2025Q1: 8,545,925 shares; 2025Q2: 8,888,716 shares; 2025Q3: 9,302,563 shares; 2025Q4: 9,443,109 shares 9,443,109 $475M 3.08% +140,546 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: 1,173,282 shares; 2024Q4: 1,213,149 shares; 2025Q1: 1,519,476 shares; 2025Q2: 1,275,279 shares; 2025Q3: 1,522,715 shares; 2025Q4: 1,540,363 shares 1,540,363 $419M 2.72% +17,648 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: 330,784 shares; 2024Q4: 336,564 shares; 2025Q1: 428,183 shares; 2025Q2: 404,054 shares; 2025Q3: 441,308 shares; 2025Q4: 461,430 shares 461,430 $315M 2.04% +20,122 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,517,381 shares; 2024Q4: 2,483,216 shares; 2025Q1: 2,479,175 shares; 2025Q2: 2,279,446 shares; 2025Q3: 2,409,948 shares; 2025Q4: 2,372,059 shares 2,372,059 $292M 1.9% -37,889 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: 322,292 shares; 2024Q4: 342,347 shares; 2025Q1: 482,005 shares; 2025Q2: 466,074 shares; 2025Q3: 512,306 shares; 2025Q4: 530,310 shares 530,310 $256M 1.66% +18,004 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: 684,424 shares; 2024Q4: 670,409 shares; 2025Q1: 685,240 shares; 2025Q2: 643,050 shares; 2025Q3: 686,049 shares; 2025Q4: 684,670 shares 684,670 $236M 1.53% -1,379 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: 840,780 shares; 2024Q4: 884,285 shares; 2025Q1: 945,865 shares; 2025Q2: 851,540 shares; 2025Q3: 950,465 shares; 2025Q4: 1,017,240 shares 1,017,240 $190M 1.23% +66,775 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: 2,224,077 shares; 2024Q4: 6,505,668 shares; 2025Q1: 6,470,877 shares; 2025Q2: 6,496,557 shares; 2025Q3: 6,694,089 shares; 2025Q4: 6,688,619 shares 6,688,619 $175M 1.14% -5,470 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS 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: 1,009,564 shares; 2025Q2: 1,071,101 shares; 2025Q3: 1,148,037 shares; 2025Q4: 1,211,257 shares 1,211,257 $160M 1.04% +63,220 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: 956,135 shares; 2024Q4: 953,699 shares; 2025Q1: 961,484 shares; 2025Q2: 974,950 shares; 2025Q3: 1,020,342 shares; 2025Q4: 1,020,678 shares 1,020,678 $152M 0.98% +336 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: 179,308 shares; 2024Q4: 179,954 shares; 2025Q1: 201,171 shares; 2025Q2: 201,722 shares; 2025Q3: 207,034 shares; 2025Q4: 216,099 shares 216,099 $148M 0.96% +9,065 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: 379,720 shares; 2024Q4: 416,865 shares; 2025Q1: 560,610 shares; 2025Q2: 516,398 shares; 2025Q3: 598,705 shares; 2025Q4: 618,057 shares 618,057 $143M 0.93% +19,352 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,109 shares; 2024Q4: 7,210 shares; 2025Q1: 2,007,800 shares; 2025Q2: 1,696,199 shares; 2025Q3: 1,684,856 shares; 2025Q4: 1,675,774 shares 1,675,774 $138M 0.89% -9,082 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: 220,690 shares; 2024Q4: 249,232 shares; 2025Q1: 386,802 shares; 2025Q2: 368,470 shares; 2025Q3: 419,167 shares; 2025Q4: 433,552 shares 433,552 $136M 0.88% +14,385 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: 151,427 shares; 2024Q4: 155,198 shares; 2025Q1: 166,971 shares; 2025Q2: 169,234 shares; 2025Q3: 190,292 shares; 2025Q4: 193,868 shares 193,868 $122M 0.79% +3,576 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: 2,395 shares; 2024Q4: 2,691 shares; 2025Q1: 1,046,985 shares; 2025Q2: 881,623 shares; 2025Q3: 1,157,081 shares; 2025Q4: 1,102,890 shares 1,102,890 $113M 0.73% -54,191 Timeline GSIE GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS 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: 3,123,743 shares; 2025Q2: 2,774,891 shares; 2025Q3: 2,681,342 shares; 2025Q4: 2,590,791 shares 2,590,791 $111M 0.72% -90,551 Timeline JMST 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: 117,089 shares; 2024Q4: 580,541 shares; 2025Q1: 639,956 shares; 2025Q2: 633,259 shares; 2025Q3: 1,733,119 shares; 2025Q4: 2,177,912 shares 2,177,912 $111M 0.72% +444,793 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: 189,018 shares; 2024Q4: 209,372 shares; 2025Q1: 346,371 shares; 2025Q2: 322,372 shares; 2025Q3: 340,867 shares; 2025Q4: 339,688 shares 339,688 $107M 0.69% -1,179 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: 129,790 shares; 2024Q4: 135,502 shares; 2025Q1: 163,173 shares; 2025Q2: 135,338 shares; 2025Q3: 165,884 shares; 2025Q4: 171,864 shares 171,864 $86.4M 0.56% +5,980 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: 123,332 shares; 2024Q4: 141,235 shares; 2025Q1: 195,002 shares; 2025Q2: 212,926 shares; 2025Q3: 233,068 shares; 2025Q4: 246,730 shares 246,730 $85.4M 0.55% +13,662 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,054,392 shares; 2024Q4: 3,006,048 shares; 2025Q1: 3,083,284 shares; 2025Q2: 2,998,568 shares; 2025Q3: 3,042,745 shares; 2025Q4: 3,031,436 shares 3,031,436 $81.6M 0.53% -11,309 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,601 shares; 2024Q4: 20,977 shares; 2025Q1: 1,088,701 shares; 2025Q2: 1,017,842 shares; 2025Q3: 1,035,739 shares; 2025Q4: 1,042,342 shares 1,042,342 $80.3M 0.52% +6,603 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: 162,915 shares; 2024Q4: 171,239 shares; 2025Q1: 219,144 shares; 2025Q2: 197,166 shares; 2025Q3: 242,098 shares; 2025Q4: 246,837 shares 246,837 $79.5M 0.52% +4,739 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: 991,442 shares; 2024Q4: 988,722 shares; 2025Q1: 973,811 shares; 2025Q2: 943,219 shares; 2025Q3: 1,038,532 shares; 2025Q4: 1,025,935 shares 1,025,935 $75.5M 0.49% -12,597 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: 26,321 shares; 2024Q4: 26,321 shares; 2025Q1: 919,235 shares; 2025Q2: 1,850,414 shares; 2025Q3: 1,836,971 shares; 2025Q4: 1,819,746 shares 1,819,746 $72M 0.47% -17,225 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: 865,963 shares; 2025Q3: 1,533,862 shares; 2025Q4: 1,828,670 shares 1,828,670 $69.5M 0.45% +294,808 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: 93,214 shares; 2024Q4: 95,803 shares; 2025Q1: 192,947 shares; 2025Q2: 181,658 shares; 2025Q3: 194,498 shares; 2025Q4: 195,054 shares 195,054 $68.4M 0.44% +556 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: 42,569 shares; 2024Q4: 43,783 shares; 2025Q1: 55,295 shares; 2025Q2: 52,801 shares; 2025Q3: 56,869 shares; 2025Q4: 59,121 shares 59,121 $63.5M 0.41% +2,252 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: 1,404,746 shares; 2024Q4: 1,485,986 shares; 2025Q1: 1,700,889 shares; 2025Q2: 1,365,823 shares; 2025Q3: 1,372,749 shares; 2025Q4: 1,343,300 shares 1,343,300 $62.9M 0.41% -29,449 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: 57,270 shares; 2024Q4: 60,377 shares; 2025Q1: 74,549 shares; 2025Q2: 74,891 shares; 2025Q3: 87,911 shares; 2025Q4: 94,184 shares 94,184 $62.2M 0.4% +6,273 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: 204,019 shares; 2024Q4: 207,479 shares; 2025Q1: 273,134 shares; 2025Q2: 256,200 shares; 2025Q3: 281,106 shares; 2025Q4: 296,444 shares 296,444 $61.3M 0.4% +15,338 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: 398,897 shares; 2024Q4: 1,579,711 shares; 2025Q1: 1,576,201 shares; 2025Q2: 1,779,473 shares; 2025Q3: 1,839,853 shares; 2025Q4: 1,834,718 shares 1,834,718 $59.8M 0.39% -5,135 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: 83,825 shares; 2024Q4: 83,105 shares; 2025Q1: 87,005 shares; 2025Q2: 79,057 shares; 2025Q3: 94,679 shares; 2025Q4: 96,868 shares 96,868 $59.5M 0.39% +2,189 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 550,285 shares; 2024Q4: 520,292 shares; 2025Q1: 425,945 shares; 2025Q2: 31,956 shares; 2025Q3: 440,608 shares; 2025Q4: 402,083 shares 402,083 $56.9M 0.37% -38,525 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: 163,920 shares; 2024Q4: 165,280 shares; 2025Q1: 175,439 shares; 2025Q2: 181,584 shares; 2025Q3: 206,654 shares; 2025Q4: 234,716 shares 234,716 $49.4M 0.32% +28,062 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: 423,218 shares; 2024Q4: 425,644 shares; 2025Q1: 91,872 shares; 2025Q2: 84,768 shares; 2025Q3: 99,365 shares; 2025Q4: 109,182 shares 109,182 $49.1M 0.32% +9,817 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: 62,662 shares; 2024Q4: 64,186 shares; 2025Q1: 73,819 shares; 2025Q2: 75,137 shares; 2025Q3: 90,111 shares; 2025Q4: 100,861 shares 100,861 $47.7M 0.31% +10,750 Timeline HTRB HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,951,956 shares; 2025Q2: 1,786,415 shares; 2025Q3: 1,547,962 shares; 2025Q4: 1,393,493 shares 1,393,493 $47.6M 0.31% -154,469 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: 345,045 shares; 2024Q4: 349,637 shares; 2025Q1: 387,260 shares; 2025Q2: 383,704 shares; 2025Q3: 417,593 shares; 2025Q4: 426,903 shares 426,903 $47.6M 0.31% +9,310 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: 28,598 shares; 2024Q4: 33,475 shares; 2025Q1: 199,948 shares; 2025Q2: 194,901 shares; 2025Q3: 219,478 shares; 2025Q4: 230,519 shares 230,519 $44.2M 0.29% +11,041 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 480,823 shares; 2024Q4: 1,437,279 shares; 2025Q1: 1,524,103 shares; 2025Q2: 1,439,980 shares; 2025Q3: 1,497,161 shares; 2025Q4: 1,579,368 shares 1,579,368 $43.3M 0.28% +82,207 Timeline MINT 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: 3,187,181 shares; 2024Q4: 3,475,456 shares; 2025Q1: 3,464,529 shares; 2025Q2: 1,457,247 shares; 2025Q3: 670,363 shares; 2025Q4: 430,527 shares 430,527 $43.2M 0.28% -239,836 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: 502,940 shares; 2024Q4: 515,154 shares; 2025Q1: 573,832 shares; 2025Q2: 481,727 shares; 2025Q3: 583,784 shares; 2025Q4: 599,770 shares 599,770 $41.9M 0.27% +15,986 Timeline GEM GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS 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: 1,780,214 shares; 2025Q2: 1,124,949 shares; 2025Q3: 1,056,245 shares; 2025Q4: 998,597 shares 998,597 $41.6M 0.27% -57,648 Timeline JSCP J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,119,948 shares; 2025Q2: 1,111,660 shares; 2025Q3: 899,138 shares; 2025Q4: 835,354 shares 835,354 $39.7M 0.26% -63,784 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: 165,415 shares; 2024Q4: 159,362 shares; 2025Q1: 227,202 shares; 2025Q2: 265,170 shares; 2025Q3: 313,078 shares; 2025Q4: 328,891 shares 328,891 $39.6M 0.26% +15,813 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: 209,667 shares; 2024Q4: 216,593 shares; 2025Q1: 267,664 shares; 2025Q2: 262,161 shares; 2025Q3: 275,822 shares; 2025Q4: 266,689 shares 266,689 $38.2M 0.25% -9,133 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: 64,983 shares; 2024Q4: 67,346 shares; 2025Q1: 73,572 shares; 2025Q2: 71,471 shares; 2025Q3: 77,468 shares; 2025Q4: 76,627 shares 76,627 $37.4M 0.24% -841 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 751,803 shares; 2025Q2: 605,445 shares; 2025Q3: 374,876 shares; 2025Q4: 365,486 shares 365,486 $37.3M 0.24% -9,390 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: 122,817 shares; 2024Q4: 124,831 shares; 2025Q1: 133,414 shares; 2025Q2: 81,565 shares; 2025Q3: 133,724 shares; 2025Q4: 135,208 shares 135,208 $36.3M 0.24% +1,484 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: 181,042 shares; 2024Q4: 185,623 shares; 2025Q1: 205,337 shares; 2025Q2: 188,142 shares; 2025Q3: 186,757 shares; 2025Q4: 183,745 shares 183,745 $35.8M 0.23% -3,012 Timeline SCHF 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: 611,491 shares; 2024Q4: 2,487,952 shares; 2025Q1: 1,514,481 shares; 2025Q2: 1,366,254 shares; 2025Q3: 1,434,901 shares; 2025Q4: 1,436,126 shares 1,436,126 $34.5M 0.22% +1,225 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: 91,824 shares; 2024Q4: 93,989 shares; 2025Q1: 116,646 shares; 2025Q2: 104,824 shares; 2025Q3: 118,232 shares; 2025Q4: 115,712 shares 115,712 $33.6M 0.22% -2,520 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: 316,471 shares; 2024Q4: 324,746 shares; 2025Q1: 386,846 shares; 2025Q2: 374,690 shares; 2025Q3: 410,741 shares; 2025Q4: 420,597 shares 420,597 $32.4M 0.21% +9,856 Timeline MGK 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: 66,404 shares; 2024Q4: 73,253 shares; 2025Q1: 75,498 shares; 2025Q2: 75,373 shares; 2025Q3: 75,253 shares; 2025Q4: 75,077 shares 75,077 $31M 0.2% -176 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,236 shares; 2024Q4: 84,327 shares; 2025Q1: 82,399 shares; 2025Q2: 82,501 shares; 2025Q3: 80,503 shares; 2025Q4: 79,930 shares 79,930 $30.9M 0.2% -573 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: 95,902 shares; 2024Q4: 107,938 shares; 2025Q1: 126,784 shares; 2025Q2: 116,152 shares; 2025Q3: 126,572 shares; 2025Q4: 135,025 shares 135,025 $30.9M 0.2% +8,453 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: 141,176 shares; 2024Q4: 162,866 shares; 2025Q1: 532,063 shares; 2025Q2: 248,736 shares; 2025Q3: 251,877 shares; 2025Q4: 249,759 shares 249,759 $30M 0.19% -2,118 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: 19,687 shares; 2024Q4: 23,245 shares; 2025Q1: 50,240 shares; 2025Q2: 47,717 shares; 2025Q3: 51,285 shares; 2025Q4: 51,640 shares 51,640 $29.5M 0.19% +355 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: 141,650 shares; 2024Q4: 143,805 shares; 2025Q1: 163,443 shares; 2025Q2: 156,368 shares; 2025Q3: 164,226 shares; 2025Q4: 160,677 shares 160,677 $29.5M 0.19% -3,549 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: 140,913 shares; 2024Q4: 153,518 shares; 2025Q1: 176,429 shares; 2025Q2: 162,762 shares; 2025Q3: 201,595 shares; 2025Q4: 186,022 shares 186,022 $28.4M 0.18% -15,573 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: 26 shares; 2024Q4: 26 shares; 2025Q1: 34 shares; 2025Q2: 29 shares; 2025Q3: 37 shares; 2025Q4: 37 shares 37 $27.9M 0.18% 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: 942,388 shares; 2024Q4: 963,156 shares; 2025Q1: 1,050,746 shares; 2025Q2: 981,173 shares; 2025Q3: 1,085,732 shares; 2025Q4: 1,082,606 shares 1,082,606 $26.9M 0.17% -3,126 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: 48,322 shares; 2024Q4: 50,814 shares; 2025Q1: 75,087 shares; 2025Q2: 56,228 shares; 2025Q3: 66,182 shares; 2025Q4: 67,330 shares 67,330 $26.7M 0.17% +1,148 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: 59,157 shares; 2024Q4: 62,952 shares; 2025Q1: 85,452 shares; 2025Q2: 81,340 shares; 2025Q3: 86,611 shares; 2025Q4: 86,813 shares 86,813 $26.5M 0.17% +202 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: 36,510 shares; 2024Q4: 37,804 shares; 2025Q1: 44,115 shares; 2025Q2: 41,441 shares; 2025Q3: 44,595 shares; 2025Q4: 45,409 shares 45,409 $26M 0.17% +814 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: 68,154 shares; 2024Q4: 69,873 shares; 2025Q1: 77,323 shares; 2025Q2: 71,770 shares; 2025Q3: 82,593 shares; 2025Q4: 86,702 shares 86,702 $25.7M 0.17% +4,109 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: 181,095 shares; 2024Q4: 181,064 shares; 2025Q1: 208,557 shares; 2025Q2: 198,521 shares; 2025Q3: 241,018 shares; 2025Q4: 262,631 shares 262,631 $25.2M 0.16% +21,613 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: 57,563 shares; 2024Q4: 57,774 shares; 2025Q1: 63,484 shares; 2025Q2: 59,986 shares; 2025Q3: 65,208 shares; 2025Q4: 66,568 shares 66,568 $24.6M 0.16% +1,360 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: 256,251 shares; 2024Q4: 249,300 shares; 2025Q1: 240,150 shares; 2025Q2: 277,374 shares; 2025Q3: 276,984 shares; 2025Q4: 269,353 shares 269,353 $24.1M 0.16% -7,631 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: 147,771 shares; 2024Q4: 154,176 shares; 2025Q1: 197,580 shares; 2025Q2: 196,775 shares; 2025Q3: 226,890 shares; 2025Q4: 228,194 shares 228,194 $24M 0.16% +1,304 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: 18,901 shares; 2024Q4: 20,491 shares; 2025Q1: 26,827 shares; 2025Q2: 24,128 shares; 2025Q3: 27,150 shares; 2025Q4: 27,397 shares 27,397 $23.6M 0.15% +247 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: 279,991 shares; 2024Q4: 290,470 shares; 2025Q1: 353,925 shares; 2025Q2: 333,256 shares; 2025Q3: 389,802 shares; 2025Q4: 409,871 shares 409,871 $22.5M 0.15% +20,069 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: 99,047 shares; 2024Q4: 113,306 shares; 2025Q1: 177,811 shares; 2025Q2: 173,334 shares; 2025Q3: 183,925 shares; 2025Q4: 177,271 shares 177,271 $22.2M 0.14% -6,654 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,567 shares; 2024Q4: 64,942 shares; 2025Q1: 66,534 shares; 2025Q2: 74,160 shares; 2025Q3: 83,129 shares; 2025Q4: 85,990 shares 85,990 $22.2M 0.14% +2,861 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: 14,152 shares; 2024Q4: 14,258 shares; 2025Q1: 20,878 shares; 2025Q2: 12,317 shares; 2025Q3: 26,633 shares; 2025Q4: 29,279 shares 29,279 $22.1M 0.14% +2,646 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: 100,430 shares; 2024Q4: 102,047 shares; 2025Q1: 139,676 shares; 2025Q2: 128,707 shares; 2025Q3: 143,700 shares; 2025Q4: 148,567 shares 148,567 $21.3M 0.14% +4,867 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: 103,505 shares; 2025Q1: 113,222 shares; 2025Q2: 123,574 shares; 2025Q3: 123,999 shares; 2025Q4: 121,992 shares 121,992 $20.9M 0.14% -2,007 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: 13,262 shares; 2024Q4: 13,681 shares; 2025Q1: 17,470 shares; 2025Q2: 15,768 shares; 2025Q3: 20,157 shares; 2025Q4: 222,631 shares 222,631 $20.9M 0.14% +202,474 Timeline VONG 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: 166,909 shares; 2024Q4: 167,123 shares; 2025Q1: 168,560 shares; 2025Q2: 147,671 shares; 2025Q3: 169,185 shares; 2025Q4: 169,328 shares 169,328 $20.6M 0.13% +143 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: 34,547 shares; 2024Q4: 34,534 shares; 2025Q1: 30,335 shares; 2025Q2: 4,029 shares; 2025Q3: 29,948 shares; 2025Q4: 29,864 shares 29,864 $20.5M 0.13% -84 Timeline DGRO 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: 230,433 shares; 2024Q4: 230,320 shares; 2025Q1: 227,419 shares; 2025Q2: 274,356 shares; 2025Q3: 291,513 shares; 2025Q4: 286,730 shares 286,730 $19.9M 0.13% -4,783 Timeline HDV 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: 151,660 shares; 2024Q4: 156,704 shares; 2025Q1: 160,543 shares; 2025Q2: 160,896 shares; 2025Q3: 161,637 shares; 2025Q4: 158,665 shares 158,665 $19.3M 0.13% -2,972 Timeline QLTY GMO ETF TRUST More: the full row for GMO ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 155,667 shares; 2024Q4: 294,591 shares; 2025Q1: 205,316 shares; 2025Q2: 434,135 shares; 2025Q3: 462,250 shares; 2025Q4: 500,906 shares 500,906 $19.3M 0.12% +38,656 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: 98,753 shares; 2024Q4: 125,683 shares; 2025Q1: 134,011 shares; 2025Q2: 149,134 shares; 2025Q3: 181,979 shares; 2025Q4: 211,434 shares 211,434 $18.9M 0.12% +29,455 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: 54,081 shares; 2024Q4: 53,960 shares; 2025Q1: 56,326 shares; 2025Q2: 129,405 shares; 2025Q3: 126,753 shares; 2025Q4: 133,966 shares 133,966 $18.9M 0.12% +7,213 Timeline IGM 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: 130,115 shares; 2024Q4: 133,620 shares; 2025Q1: 144,021 shares; 2025Q2: 134,875 shares; 2025Q3: 145,254 shares; 2025Q4: 145,612 shares 145,612 $18.8M 0.12% +358 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: 207,587 shares; 2024Q4: 207,962 shares; 2025Q1: 213,237 shares; 2025Q2: 192,486 shares; 2025Q3: 210,290 shares; 2025Q4: 217,656 shares 217,656 $18.4M 0.12% +7,366 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: 42,086 shares; 2024Q4: 43,854 shares; 2025Q1: 52,980 shares; 2025Q2: 49,873 shares; 2025Q3: 54,870 shares; 2025Q4: 56,037 shares 56,037 $18.3M 0.12% +1,167 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: 78,697 shares; 2024Q4: 77,983 shares; 2025Q1: 84,605 shares; 2025Q2: 88,704 shares; 2025Q3: 92,779 shares; 2025Q4: 91,266 shares 91,266 $17.8M 0.12% -1,513 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: 165,252 shares; 2024Q4: 170,426 shares; 2025Q1: 209,852 shares; 2025Q2: 203,354 shares; 2025Q3: 221,029 shares; 2025Q4: 220,724 shares 220,724 $17.7M 0.11% -305 Timeline SLDE SLIDE INS HLDGS INC More: the full row for SLIDE INS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 60,484 shares; 2025Q4: 892,586 shares 892,586 $17.4M 0.11% +832,102 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: 71,857 shares; 2024Q4: 79,967 shares; 2025Q1: 196,034 shares; 2025Q2: 204,655 shares; 2025Q3: 207,384 shares; 2025Q4: 206,836 shares 206,836 $16.8M 0.11% -548 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: 168,875 shares; 2024Q4: 174,866 shares; 2025Q1: 176,930 shares; 2025Q2: 162,606 shares; 2025Q3: 190,520 shares; 2025Q4: 192,433 shares 192,433 $16.8M 0.11% +1,913 Timeline ILOW AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 389,041 shares; 2024Q4: 390,407 shares; 2025Q1: 389,898 shares; 2025Q2: 389,495 shares; 2025Q3: 389,898 shares; 2025Q4: 390,984 shares 390,984 $16.7M 0.11% +1,086 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,771 shares; 2024Q4: 13,027 shares; 2025Q1: 28,161 shares; 2025Q2: 23,957 shares; 2025Q3: 27,422 shares; 2025Q4: 28,726 shares 28,726 $16.6M 0.11% +1,304 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: 9,270 shares; 2024Q4: 9,858 shares; 2025Q1: 14,222 shares; 2025Q2: 14,723 shares; 2025Q3: 17,649 shares; 2025Q4: 18,456 shares 18,456 $16.2M 0.11% +807 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,891 shares; 2024Q4: 52,070 shares; 2025Q1: 61,892 shares; 2025Q2: 62,041 shares; 2025Q3: 76,695 shares; 2025Q4: 88,948 shares 88,948 $15.8M 0.1% +12,253 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: 9,034 shares; 2024Q4: 9,908 shares; 2025Q1: 25,111 shares; 2025Q2: 24,978 shares; 2025Q3: 26,273 shares; 2025Q4: 27,772 shares 27,772 $15.7M 0.1% +1,499 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: 185,322 shares; 2024Q4: 229,526 shares; 2025Q1: 232,667 shares; 2025Q2: 215,825 shares; 2025Q3: 240,566 shares; 2025Q4: 251,769 shares 251,769 $15.7M 0.1% +11,203 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: 50,957 shares; 2024Q4: 51,986 shares; 2025Q1: 64,780 shares; 2025Q2: 48,952 shares; 2025Q3: 44,932 shares; 2025Q4: 47,523 shares 47,523 $15.7M 0.1% +2,591 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: 26,689 shares; 2024Q4: 26,471 shares; 2025Q1: 41,219 shares; 2025Q2: 39,724 shares; 2025Q3: 41,242 shares; 2025Q4: 41,092 shares 41,092 $15.3M 0.1% -150 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: 53,767 shares; 2024Q4: 65,613 shares; 2025Q1: 91,961 shares; 2025Q2: 81,855 shares; 2025Q3: 95,040 shares; 2025Q4: 95,309 shares 95,309 $15.3M 0.1% +269 Timeline ACWV 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: not reported; 2024Q4: not reported; 2025Q1: 179,035 shares; 2025Q2: 140,799 shares; 2025Q3: 129,515 shares; 2025Q4: 126,408 shares 126,408 $15M 0.1% -3,107 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: 54,855 shares; 2024Q4: 55,002 shares; 2025Q1: 57,750 shares; 2025Q2: 57,750 shares; 2025Q3: 59,355 shares; 2025Q4: 59,355 shares 59,355 $14.9M 0.1% 0 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: 36,435 shares; 2024Q4: 36,049 shares; 2025Q1: 167,121 shares; 2025Q2: 147,503 shares; 2025Q3: 175,980 shares; 2025Q4: 180,801 shares 180,801 $14.8M 0.1% +4,821 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: 50,770 shares; 2024Q4: 48,829 shares; 2025Q1: 70,292 shares; 2025Q2: 74,318 shares; 2025Q3: 77,694 shares; 2025Q4: 82,773 shares 82,773 $14.7M 0.1% +5,079 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: 31,556 shares; 2024Q4: 32,749 shares; 2025Q1: 36,648 shares; 2025Q2: 36,547 shares; 2025Q3: 41,649 shares; 2025Q4: 46,316 shares 46,316 $14.5M 0.09% +4,667 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,097 shares; 2024Q4: 15,075 shares; 2025Q1: 104,611 shares; 2025Q2: 100,074 shares; 2025Q3: 103,393 shares; 2025Q4: 101,438 shares 101,438 $14.3M 0.09% -1,955 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: 95,618 shares; 2024Q4: 99,856 shares; 2025Q1: 84,086 shares; 2025Q2: 82,589 shares; 2025Q3: 84,826 shares; 2025Q4: 82,456 shares 82,456 $14.3M 0.09% -2,370 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: 31,700 shares; 2024Q4: 32,643 shares; 2025Q1: 38,979 shares; 2025Q2: 39,670 shares; 2025Q3: 42,980 shares; 2025Q4: 42,278 shares 42,278 $14.2M 0.09% -702 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: 107,495 shares; 2024Q4: 107,453 shares; 2025Q1: 111,353 shares; 2025Q2: 10,942 shares; 2025Q3: 112,902 shares; 2025Q4: 113,843 shares 113,843 $14.2M 0.09% +941 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: 126,673 shares; 2024Q4: 128,357 shares; 2025Q1: 128,445 shares; 2025Q2: 189,782 shares; 2025Q3: 189,951 shares; 2025Q4: 189,901 shares 189,901 $14.1M 0.09% -50 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: 22,307 shares; 2024Q4: 24,637 shares; 2025Q1: 36,059 shares; 2025Q2: 36,178 shares; 2025Q3: 41,358 shares; 2025Q4: 45,963 shares 45,963 $14M 0.09% +4,605 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: 30,162 shares; 2024Q4: 31,090 shares; 2025Q1: 38,603 shares; 2025Q2: 27,834 shares; 2025Q3: 45,973 shares; 2025Q4: 44,332 shares 44,332 $14M 0.09% -1,641 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: 41,895 shares; 2024Q4: 38,376 shares; 2025Q1: 56,440 shares; 2025Q2: 51,853 shares; 2025Q3: 59,858 shares; 2025Q4: 64,893 shares 64,893 $13.9M 0.09% +5,035 Timeline MGV 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: 72,882 shares; 2024Q4: 88,675 shares; 2025Q1: 94,729 shares; 2025Q2: 89,617 shares; 2025Q3: 97,717 shares; 2025Q4: 97,674 shares 97,674 $13.8M 0.09% -43 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 184,510 shares; 2024Q4: 194,036 shares; 2025Q1: 214,235 shares; 2025Q2: 226,907 shares; 2025Q3: 254,322 shares; 2025Q4: 257,876 shares 257,876 $13.8M 0.09% +3,554 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: 43,717 shares; 2024Q4: 45,007 shares; 2025Q1: 58,626 shares; 2025Q2: 54,017 shares; 2025Q3: 59,188 shares; 2025Q4: 59,337 shares 59,337 $13.7M 0.09% +149 Timeline Z ZILLOW GROUP INC More: the full row for ZILLOW 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: 200,780 shares; 2025Q3: 200,919 shares; 2025Q4: 201,074 shares 201,074 $13.7M 0.09% +155 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: 51,993 shares; 2024Q4: 53,100 shares; 2025Q1: 56,535 shares; 2025Q2: 49,929 shares; 2025Q3: 57,780 shares; 2025Q4: 56,583 shares 56,583 $13.6M 0.09% -1,197 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: 65,021 shares; 2024Q4: 63,464 shares; 2025Q1: 75,214 shares; 2025Q2: 75,792 shares; 2025Q3: 89,856 shares; 2025Q4: 94,990 shares 94,990 $13.6M 0.09% +5,134 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: 47,984 shares; 2024Q4: 48,593 shares; 2025Q1: 58,228 shares; 2025Q2: 61,675 shares; 2025Q3: 61,593 shares; 2025Q4: 64,301 shares 64,301 $13.6M 0.09% +2,708 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: 73,236 shares; 2024Q4: 74,303 shares; 2025Q1: 82,504 shares; 2025Q2: 59,363 shares; 2025Q3: 85,146 shares; 2025Q4: 82,419 shares 82,419 $13.3M 0.09% -2,727 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,998 shares; 2024Q4: 83,709 shares; 2025Q1: 114,113 shares; 2025Q2: 129,750 shares; 2025Q3: 136,249 shares; 2025Q4: 141,291 shares 141,291 $13.2M 0.09% +5,042 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: 48,387 shares; 2024Q4: 74,741 shares; 2025Q1: 146,607 shares; 2025Q2: 116,352 shares; 2025Q3: 128,306 shares; 2025Q4: 131,197 shares 131,197 $13.1M 0.08% +2,891 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: 13,282 shares; 2024Q4: 12,803 shares; 2025Q1: 56,944 shares; 2025Q2: 51,535 shares; 2025Q3: 54,013 shares; 2025Q4: 56,859 shares 56,859 $13M 0.08% +2,846 Timeline ACWI 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: 20,947 shares; 2024Q4: 20,991 shares; 2025Q1: 80,391 shares; 2025Q2: 75,191 shares; 2025Q3: 99,943 shares; 2025Q4: 90,983 shares 90,983 $12.9M 0.08% -8,960 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,514 shares; 2024Q4: 87,786 shares; 2025Q1: 85,199 shares; 2025Q2: 85,543 shares; 2025Q3: 88,470 shares; 2025Q4: 89,293 shares 89,293 $12.4M 0.08% +823 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: 123,269 shares; 2024Q4: 145,355 shares; 2025Q1: 171,638 shares; 2025Q2: 144,227 shares; 2025Q3: 186,452 shares; 2025Q4: 179,370 shares 179,370 $11.8M 0.08% -7,082 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: 41,041 shares; 2024Q4: 43,571 shares; 2025Q1: 47,488 shares; 2025Q2: 42,622 shares; 2025Q3: 45,109 shares; 2025Q4: 45,767 shares 45,767 $11.8M 0.08% +658 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: 37,874 shares; 2024Q4: 43,056 shares; 2025Q1: 51,133 shares; 2025Q2: 50,485 shares; 2025Q3: 54,157 shares; 2025Q4: 54,217 shares 54,217 $11.3M 0.07% +60 Timeline DFCF 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: 212,447 shares; 2025Q2: 216,509 shares; 2025Q3: 233,724 shares; 2025Q4: 265,181 shares 265,181 $11.3M 0.07% +31,457 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: 44,134 shares; 2024Q4: 36,311 shares; 2025Q1: 53,588 shares; 2025Q2: 62,049 shares; 2025Q3: 56,448 shares; 2025Q4: 59,010 shares 59,010 $11.3M 0.07% +2,562 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: 20,354 shares; 2024Q4: 21,652 shares; 2025Q1: 33,120 shares; 2025Q2: 26,636 shares; 2025Q3: 32,631 shares; 2025Q4: 36,069 shares 36,069 $11.1M 0.07% +3,438 Timeline U UNITY SOFTWARE INC More: the full row for UNITY SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 107,383 shares; 2024Q4: 107,788 shares; 2025Q1: 111,563 shares; 2025Q2: not reported; 2025Q3: 245,732 shares; 2025Q4: 248,035 shares 248,035 $11M 0.07% +2,303 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: 138,147 shares; 2024Q4: 138,133 shares; 2025Q1: 147,099 shares; 2025Q2: 128,964 shares; 2025Q3: 151,921 shares; 2025Q4: 156,942 shares 156,942 $10.9M 0.07% +5,021 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: 39,284 shares; 2024Q4: 40,411 shares; 2025Q1: 43,300 shares; 2025Q2: 43,070 shares; 2025Q3: 44,192 shares; 2025Q4: 43,530 shares 43,530 $10.7M 0.07% -662 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: 21,372 shares; 2024Q4: 21,525 shares; 2025Q1: 31,826 shares; 2025Q2: 33,086 shares; 2025Q3: 34,079 shares; 2025Q4: 32,718 shares 32,718 $10.6M 0.07% -1,361 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: 42,929 shares; 2024Q4: 48,731 shares; 2025Q1: 71,796 shares; 2025Q2: 70,588 shares; 2025Q3: 86,436 shares; 2025Q4: 89,907 shares 89,907 $10.5M 0.07% +3,471 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: 47,975 shares; 2024Q4: 47,288 shares; 2025Q1: 52,489 shares; 2025Q2: 49,321 shares; 2025Q3: 49,184 shares; 2025Q4: 49,455 shares 49,455 $10.5M 0.07% +271 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: 24,044 shares; 2024Q4: 26,718 shares; 2025Q1: 35,698 shares; 2025Q2: 35,178 shares; 2025Q3: 41,601 shares; 2025Q4: 39,216 shares 39,216 $10.4M 0.07% -2,385 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: 75,762 shares; 2024Q4: 79,813 shares; 2025Q1: 96,077 shares; 2025Q2: 101,269 shares; 2025Q3: 108,625 shares; 2025Q4: 107,625 shares 107,625 $10.3M 0.07% -1,000 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: 6,151 shares; 2024Q4: 7,542 shares; 2025Q1: 19,777 shares; 2025Q2: 19,121 shares; 2025Q3: 19,081 shares; 2025Q4: 19,763 shares 19,763 $10.3M 0.07% +682 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: 8,930 shares; 2024Q4: 11,638 shares; 2025Q1: 75,807 shares; 2025Q2: 79,111 shares; 2025Q3: 77,382 shares; 2025Q4: 80,423 shares 80,423 $10.3M 0.07% +3,041 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: 37,617 shares; 2024Q4: 41,263 shares; 2025Q1: 57,157 shares; 2025Q2: 58,990 shares; 2025Q3: 63,582 shares; 2025Q4: 65,898 shares 65,898 $10.1M 0.07% +2,316 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: 42,916 shares; 2024Q4: 45,668 shares; 2025Q1: 46,737 shares; 2025Q2: 46,733 shares; 2025Q3: 49,021 shares; 2025Q4: 45,706 shares 45,706 $10M 0.07% -3,315 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: 65,937 shares; 2024Q4: 68,721 shares; 2025Q1: 72,807 shares; 2025Q2: 74,467 shares; 2025Q3: 85,194 shares; 2025Q4: 83,468 shares 83,468 $9.78M 0.06% -1,726 Timeline LRGF 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: 153,463 shares; 2024Q4: 152,018 shares; 2025Q1: 148,018 shares; 2025Q2: 122,769 shares; 2025Q3: 141,051 shares; 2025Q4: 140,339 shares 140,339 $9.74M 0.06% -712 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,145 shares; 2024Q4: 4,790 shares; 2025Q1: 6,773 shares; 2025Q2: 7,992 shares; 2025Q3: 7,698 shares; 2025Q4: 7,932 shares 7,932 $9.64M 0.06% +234 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,849 shares; 2024Q4: 76,217 shares; 2025Q1: 79,094 shares; 2025Q2: 44,563 shares; 2025Q3: 77,715 shares; 2025Q4: 78,180 shares 78,180 $9.61M 0.06% +465 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 127,336 shares; 2025Q2: 115,495 shares; 2025Q3: 103,353 shares; 2025Q4: 102,059 shares 102,059 $9.59M 0.06% -1,294 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: 32,063 shares; 2024Q4: 31,862 shares; 2025Q1: 26,607 shares; 2025Q2: 21,834 shares; 2025Q3: 33,084 shares; 2025Q4: 66,572 shares 66,572 $9.58M 0.06% +33,488 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: 45,476 shares; 2024Q4: 47,168 shares; 2025Q1: 85,815 shares; 2025Q2: 67,437 shares; 2025Q3: 84,252 shares; 2025Q4: 84,103 shares 84,103 $9.57M 0.06% -149 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110,647 shares; 2024Q4: 332,633 shares; 2025Q1: 334,873 shares; 2025Q2: 325,882 shares; 2025Q3: 326,203 shares; 2025Q4: 315,361 shares 315,361 $9.48M 0.06% -10,842 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: 25,775 shares; 2024Q4: 26,269 shares; 2025Q1: 29,276 shares; 2025Q2: 30,823 shares; 2025Q3: 33,286 shares; 2025Q4: 32,338 shares 32,338 $9.34M 0.06% -948 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,403 shares; 2024Q4: 5,949 shares; 2025Q1: 11,470 shares; 2025Q2: 10,843 shares; 2025Q3: 13,026 shares; 2025Q4: 14,218 shares 14,218 $9.29M 0.06% +1,192 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,292 shares; 2024Q4: 3,323 shares; 2025Q1: 29,064 shares; 2025Q2: 29,751 shares; 2025Q3: 25,985 shares; 2025Q4: 21,873 shares 21,873 $9.23M 0.06% -4,112 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: 4,116 shares; 2024Q4: 4,377 shares; 2025Q1: 7,686 shares; 2025Q2: 8,135 shares; 2025Q3: 10,452 shares; 2025Q4: 58,870 shares 58,870 $9.02M 0.06% +48,418 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: 6,251 shares; 2024Q4: 6,550 shares; 2025Q1: 12,450 shares; 2025Q2: 12,182 shares; 2025Q3: 13,217 shares; 2025Q4: 13,598 shares 13,598 $9.01M 0.06% +381 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: 23,547 shares; 2024Q4: 28,135 shares; 2025Q1: 69,241 shares; 2025Q2: 61,672 shares; 2025Q3: 66,097 shares; 2025Q4: 66,071 shares 66,071 $8.93M 0.06% -26 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: 13,993 shares; 2024Q4: 16,524 shares; 2025Q1: 21,486 shares; 2025Q2: 23,889 shares; 2025Q3: 26,597 shares; 2025Q4: 27,873 shares 27,873 $8.88M 0.06% +1,276 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: 15,670 shares; 2024Q4: 14,951 shares; 2025Q1: 20,118 shares; 2025Q2: 21,747 shares; 2025Q3: 26,575 shares; 2025Q4: 25,297 shares 25,297 $8.87M 0.06% -1,278 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: 18,964 shares; 2024Q4: 27,094 shares; 2025Q1: 28,548 shares; 2025Q2: 23,958 shares; 2025Q3: 27,269 shares; 2025Q4: 31,024 shares 31,024 $8.85M 0.06% +3,755 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,417 shares; 2025Q1: 8,204 shares; 2025Q2: 6,248 shares; 2025Q3: 7,975 shares; 2025Q4: 8,203 shares 8,203 $8.78M 0.06% +228 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: 18,977 shares; 2024Q4: 20,457 shares; 2025Q1: 22,392 shares; 2025Q2: 27,805 shares; 2025Q3: 32,183 shares; 2025Q4: 34,023 shares 34,023 $8.74M 0.06% +1,840 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,042 shares; 2024Q4: 29,555 shares; 2025Q1: 29,991 shares; 2025Q2: 28,893 shares; 2025Q3: 28,606 shares; 2025Q4: 28,300 shares 28,300 $8.55M 0.06% -306 Timeline ESGD 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: 19,884 shares; 2024Q4: 20,724 shares; 2025Q1: 23,066 shares; 2025Q2: 86,935 shares; 2025Q3: 90,135 shares; 2025Q4: 89,864 shares 89,864 $8.55M 0.06% -271 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: 42,018 shares; 2024Q4: 41,680 shares; 2025Q1: 42,028 shares; 2025Q2: 42,409 shares; 2025Q3: 46,087 shares; 2025Q4: 47,040 shares 47,040 $8.52M 0.06% +953 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: 15,985 shares; 2024Q4: 33,355 shares; 2025Q1: 35,071 shares; 2025Q2: 27,335 shares; 2025Q3: 43,770 shares; 2025Q4: 45,744 shares 45,744 $8.43M 0.05% +1,974 Timeline SCHA 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: 153,022 shares; 2024Q4: 298,629 shares; 2025Q1: 304,696 shares; 2025Q2: 278,250 shares; 2025Q3: 287,851 shares; 2025Q4: 288,149 shares 288,149 $8.21M 0.05% +298 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: 199,614 shares; 2024Q4: 198,360 shares; 2025Q1: 249,328 shares; 2025Q2: 291,528 shares; 2025Q3: 332,203 shares; 2025Q4: 328,847 shares 328,847 $8.19M 0.05% -3,356 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 228,396 shares; 2024Q4: 240,550 shares; 2025Q1: 272,734 shares; 2025Q2: 198,181 shares; 2025Q3: 275,028 shares; 2025Q4: 283,068 shares 283,068 $8.16M 0.05% +8,040 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,442 shares; 2024Q4: 27,094 shares; 2025Q1: 33,139 shares; 2025Q2: 34,310 shares; 2025Q3: 35,791 shares; 2025Q4: 32,994 shares 32,994 $8.15M 0.05% -2,797 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,179 shares; 2024Q4: 2,423 shares; 2025Q1: 27,260 shares; 2025Q2: 28,245 shares; 2025Q3: 28,724 shares; 2025Q4: 28,388 shares 28,388 $8.1M 0.05% -336 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: 5,258 shares; 2024Q4: 5,642 shares; 2025Q1: 112,295 shares; 2025Q2: 112,013 shares; 2025Q3: 111,830 shares; 2025Q4: 118,791 shares 118,791 $8.09M 0.05% +6,961 Timeline DFAI 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: 8,319 shares; 2024Q4: 7,925 shares; 2025Q1: 46,043 shares; 2025Q2: 141,227 shares; 2025Q3: 188,392 shares; 2025Q4: 211,642 shares 211,642 $8.07M 0.05% +23,250 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,939 shares; 2024Q4: 25,646 shares; 2025Q1: 38,010 shares; 2025Q2: 41,094 shares; 2025Q3: 47,597 shares; 2025Q4: 51,993 shares 51,993 $8.01M 0.05% +4,396 Timeline OEF 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: 23,432 shares; 2024Q4: 23,525 shares; 2025Q1: 23,263 shares; 2025Q2: 23,054 shares; 2025Q3: 23,032 shares; 2025Q4: 23,064 shares 23,064 $7.91M 0.05% +32 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: 21,919 shares; 2024Q4: 23,405 shares; 2025Q1: 27,263 shares; 2025Q2: 20,409 shares; 2025Q3: 26,689 shares; 2025Q4: 27,223 shares 27,223 $7.86M 0.05% +534 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: 11,952 shares; 2024Q4: 12,525 shares; 2025Q1: 13,850 shares; 2025Q2: 15,352 shares; 2025Q3: 14,859 shares; 2025Q4: 16,190 shares 16,190 $7.83M 0.05% +1,331 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 141,084 shares; 2024Q4: 141,550 shares; 2025Q1: 202,464 shares; 2025Q2: 174,021 shares; 2025Q3: 200,229 shares; 2025Q4: 210,349 shares 210,349 $7.76M 0.05% +10,120 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: 766 shares; 2024Q4: 874 shares; 2025Q1: 1,254 shares; 2025Q2: 1,257 shares; 2025Q3: 1,401 shares; 2025Q4: 1,446 shares 1,446 $7.74M 0.05% +45 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: 3,938 shares; 2024Q4: 4,962 shares; 2025Q1: 8,923 shares; 2025Q2: 7,756 shares; 2025Q3: 8,403 shares; 2025Q4: 8,798 shares 8,798 $7.73M 0.05% +395 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: 26,800 shares; 2024Q4: 31,426 shares; 2025Q1: 43,181 shares; 2025Q2: 38,693 shares; 2025Q3: 42,698 shares; 2025Q4: 45,046 shares 45,046 $7.71M 0.05% +2,348 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: 144,222 shares; 2024Q4: 160,587 shares; 2025Q1: 186,190 shares; 2025Q2: 189,833 shares; 2025Q3: 199,424 shares; 2025Q4: 188,945 shares 188,945 $7.7M 0.05% -10,479 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 677 shares; 2024Q4: 731 shares; 2025Q1: 5,603 shares; 2025Q2: 5,706 shares; 2025Q3: 5,697 shares; 2025Q4: 5,741 shares 5,741 $7.64M 0.05% +44 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: 1,824 shares; 2024Q4: 2,095 shares; 2025Q1: 4,937 shares; 2025Q2: 73,157 shares; 2025Q3: 78,153 shares; 2025Q4: 82,775 shares 82,775 $7.55M 0.05% +4,622 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: not reported; 2024Q4: not reported; 2025Q1: 81,911 shares; 2025Q2: 62,609 shares; 2025Q3: 92,888 shares; 2025Q4: 102,241 shares 102,241 $7.53M 0.05% +9,353 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: 9,807 shares; 2024Q4: 12,562 shares; 2025Q1: 18,512 shares; 2025Q2: 18,008 shares; 2025Q3: 19,275 shares; 2025Q4: 17,561 shares 17,561 $7.49M 0.05% -1,714 Timeline IWO 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: 20,456 shares; 2024Q4: 22,970 shares; 2025Q1: 20,692 shares; 2025Q2: 21,525 shares; 2025Q3: 21,737 shares; 2025Q4: 22,967 shares 22,967 $7.42M 0.05% +1,230 Timeline HEI-A HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 26,274 shares; 2025Q2: 29,174 shares; 2025Q3: 29,191 shares; 2025Q4: 29,229 shares 29,229 $7.38M 0.05% +38 Timeline SPLV 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: 103,917 shares; 2024Q4: 101,352 shares; 2025Q1: 101,042 shares; 2025Q2: 79,124 shares; 2025Q3: 100,917 shares; 2025Q4: 100,882 shares 100,882 $7.2M 0.05% -35 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,090 shares; 2024Q4: 5,826 shares; 2025Q1: 38,269 shares; 2025Q2: 41,985 shares; 2025Q3: 42,938 shares; 2025Q4: 44,659 shares 44,659 $7.18M 0.05% +1,721 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,964 shares; 2024Q4: 3,181 shares; 2025Q1: 13,533 shares; 2025Q2: 13,636 shares; 2025Q3: 13,615 shares; 2025Q4: 14,006 shares 14,006 $7.15M 0.05% +391 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,573 shares; 2024Q4: 24,748 shares; 2025Q1: 110,956 shares; 2025Q2: 92,547 shares; 2025Q3: 103,109 shares; 2025Q4: 155,734 shares 155,734 $7.15M 0.05% +52,625 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,161 shares; 2024Q4: 9,834 shares; 2025Q1: 14,370 shares; 2025Q2: 24,324 shares; 2025Q3: 27,163 shares; 2025Q4: 29,487 shares 29,487 $7.15M 0.05% +2,324 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: 65,190 shares; 2024Q4: 65,712 shares; 2025Q1: 79,333 shares; 2025Q2: 51,183 shares; 2025Q3: 75,023 shares; 2025Q4: 64,479 shares 64,479 $7.11M 0.05% -10,544 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,305 shares; 2024Q4: 32,609 shares; 2025Q1: 37,572 shares; 2025Q2: 38,975 shares; 2025Q3: 44,739 shares; 2025Q4: 40,014 shares 40,014 $7.03M 0.05% -4,725 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: 270,974 shares; 2024Q4: 282,926 shares; 2025Q1: 273,690 shares; 2025Q2: 289,000 shares; 2025Q3: 292,202 shares; 2025Q4: 233,309 shares 233,309 $6.97M 0.05% -58,893 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: 5,766 shares; 2024Q4: 7,069 shares; 2025Q1: 23,724 shares; 2025Q2: 23,793 shares; 2025Q3: 25,736 shares; 2025Q4: 26,411 shares 26,411 $6.93M 0.04% +675 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: 6,829 shares; 2024Q4: 7,538 shares; 2025Q1: 8,410 shares; 2025Q2: 6,616 shares; 2025Q3: 8,087 shares; 2025Q4: 8,365 shares 8,365 $6.86M 0.04% +278 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: 81,741 shares; 2024Q4: 86,393 shares; 2025Q1: 105,447 shares; 2025Q2: 98,825 shares; 2025Q3: 114,386 shares; 2025Q4: 118,458 shares 118,458 $6.83M 0.04% +4,072 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,754 shares; 2024Q4: 4,455 shares; 2025Q1: 6,171 shares; 2025Q2: 5,460 shares; 2025Q3: 6,019 shares; 2025Q4: 6,366 shares 6,366 $6.81M 0.04% +347 Timeline RSPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,873 shares; 2024Q4: 15,858 shares; 2025Q1: 144,113 shares; 2025Q2: 153,528 shares; 2025Q3: 153,532 shares; 2025Q4: 148,310 shares 148,310 $6.75M 0.04% -5,222 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: 20,297 shares; 2024Q4: 23,578 shares; 2025Q1: 31,814 shares; 2025Q2: 28,152 shares; 2025Q3: 30,642 shares; 2025Q4: 29,391 shares 29,391 $6.69M 0.04% -1,251 Timeline VOT 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: 18,036 shares; 2024Q4: 22,441 shares; 2025Q1: 22,598 shares; 2025Q2: 22,514 shares; 2025Q3: 23,997 shares; 2025Q4: 23,893 shares 23,893 $6.67M 0.04% -104 Timeline DFEM 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: 94,656 shares; 2025Q2: 202,993 shares; 2025Q3: 200,908 shares; 2025Q4: 200,786 shares 200,786 $6.64M 0.04% -122 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: 73,721 shares; 2024Q4: 80,808 shares; 2025Q1: 120,744 shares; 2025Q2: 136,167 shares; 2025Q3: 145,958 shares; 2025Q4: 122,696 shares 122,696 $6.6M 0.04% -23,262 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: 70,973 shares; 2024Q4: 71,771 shares; 2025Q1: 75,772 shares; 2025Q2: 81,142 shares; 2025Q3: 82,219 shares; 2025Q4: 82,927 shares 82,927 $6.55M 0.04% +708 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,859 shares; 2024Q4: 81,209 shares; 2025Q1: 97,220 shares; 2025Q2: 80,455 shares; 2025Q3: 117,354 shares; 2025Q4: 118,234 shares 118,234 $6.48M 0.04% +880 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: 9,411 shares; 2024Q4: 9,322 shares; 2025Q1: 10,729 shares; 2025Q2: 8,510 shares; 2025Q3: 13,758 shares; 2025Q4: 13,469 shares 13,469 $6.47M 0.04% -289 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: 104,534 shares; 2024Q4: 119,468 shares; 2025Q1: 136,982 shares; 2025Q2: 118,765 shares; 2025Q3: 154,147 shares; 2025Q4: 130,859 shares 130,859 $6.44M 0.04% -23,288 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: 59,532 shares; 2024Q4: 59,532 shares; 2025Q1: 66,517 shares; 2025Q2: 64,257 shares; 2025Q3: 66,518 shares; 2025Q4: 66,310 shares 66,310 $6.42M 0.04% -208 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: 10,970 shares; 2024Q4: 11,647 shares; 2025Q1: 18,927 shares; 2025Q2: 18,076 shares; 2025Q3: 20,035 shares; 2025Q4: 18,332 shares 18,332 $6.42M 0.04% -1,703 Timeline VOE 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: 30,183 shares; 2024Q4: 35,567 shares; 2025Q1: 37,681 shares; 2025Q2: 34,833 shares; 2025Q3: 36,127 shares; 2025Q4: 35,908 shares 35,908 $6.37M 0.04% -219 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: 18,005 shares; 2024Q4: 26,411 shares; 2025Q1: 33,958 shares; 2025Q2: 33,939 shares; 2025Q3: 47,188 shares; 2025Q4: 51,454 shares 51,454 $6.32M 0.04% +4,266 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: 7,185 shares; 2024Q4: 6,533 shares; 2025Q1: 10,968 shares; 2025Q2: 10,532 shares; 2025Q3: 12,664 shares; 2025Q4: 13,476 shares 13,476 $6.27M 0.04% +812 Timeline AXSM AXSOME THERAPEUTICS INC. More: the full row for AXSOME THERAPEUTICS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 55,030 shares; 2025Q2: 24,940 shares; 2025Q3: 40,206 shares; 2025Q4: 34,102 shares 34,102 $6.23M 0.04% -6,104 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,622 shares; 2024Q4: 62,072 shares; 2025Q1: 76,819 shares; 2025Q2: 22,004 shares; 2025Q3: 69,478 shares; 2025Q4: 70,010 shares 70,010 $6.13M 0.04% +532 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: 3,729 shares; 2024Q4: 4,540 shares; 2025Q1: 18,175 shares; 2025Q2: 18,359 shares; 2025Q3: 19,279 shares; 2025Q4: 19,233 shares 19,233 $6.01M 0.04% -46 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: 47,145 shares; 2024Q4: 45,556 shares; 2025Q1: 52,946 shares; 2025Q2: 42,841 shares; 2025Q3: 56,358 shares; 2025Q4: 59,594 shares 59,594 $5.95M 0.04% +3,236 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,492 shares; 2024Q4: 7,624 shares; 2025Q1: 8,143 shares; 2025Q2: 10,012 shares; 2025Q3: 11,766 shares; 2025Q4: 12,675 shares 12,675 $5.94M 0.04% +909 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: 21,258 shares; 2024Q4: 19,934 shares; 2025Q1: 30,781 shares; 2025Q2: 22,062 shares; 2025Q3: 68,990 shares; 2025Q4: 67,099 shares 67,099 $5.94M 0.04% -1,891 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,862 shares; 2024Q4: 20,201 shares; 2025Q1: 24,383 shares; 2025Q2: 18,829 shares; 2025Q3: 22,970 shares; 2025Q4: 23,955 shares 23,955 $5.9M 0.04% +985 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: 31,159 shares; 2024Q4: 35,900 shares; 2025Q1: 46,658 shares; 2025Q2: 47,691 shares; 2025Q3: 48,537 shares; 2025Q4: 50,238 shares 50,238 $5.79M 0.04% +1,701 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: 32,615 shares; 2024Q4: 35,661 shares; 2025Q1: 48,347 shares; 2025Q2: 52,990 shares; 2025Q3: 58,234 shares; 2025Q4: 52,808 shares 52,808 $5.78M 0.04% -5,426 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,251 shares; 2024Q4: 14,560 shares; 2025Q1: 28,473 shares; 2025Q2: 22,748 shares; 2025Q3: 27,581 shares; 2025Q4: 27,191 shares 27,191 $5.76M 0.04% -390 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: 20,821 shares; 2024Q4: 21,649 shares; 2025Q1: 27,445 shares; 2025Q2: 22,972 shares; 2025Q3: 32,650 shares; 2025Q4: 29,324 shares 29,324 $5.69M 0.04% -3,326 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: 11,835 shares; 2024Q4: 13,563 shares; 2025Q1: 17,608 shares; 2025Q2: 16,927 shares; 2025Q3: 18,611 shares; 2025Q4: 19,136 shares 19,136 $5.55M 0.04% +525 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: 1,186 shares; 2024Q4: 755 shares; 2025Q1: 5,846 shares; 2025Q2: 6,067 shares; 2025Q3: 5,983 shares; 2025Q4: 6,064 shares 6,064 $5.5M 0.04% +81 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,099 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 218,518 shares; 2025Q3: 235,303 shares; 2025Q4: 224,950 shares 224,950 $5.48M 0.04% -10,353 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: 152,534 shares; 2024Q4: 84,880 shares; 2025Q1: 103,217 shares; 2025Q2: 97,342 shares; 2025Q3: 95,339 shares; 2025Q4: 93,111 shares 93,111 $5.47M 0.04% -2,228 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: 2,941 shares; 2024Q4: 2,877 shares; 2025Q1: 6,425 shares; 2025Q2: 4,818 shares; 2025Q3: 6,608 shares; 2025Q4: 6,547 shares 6,547 $5.3M 0.03% -61 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: 9,708 shares; 2024Q4: 13,507 shares; 2025Q1: 17,591 shares; 2025Q2: 18,162 shares; 2025Q3: 22,327 shares; 2025Q4: 24,242 shares 24,242 $5.26M 0.03% +1,915 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: 53,745 shares; 2024Q4: 71,866 shares; 2025Q1: 88,760 shares; 2025Q2: 86,621 shares; 2025Q3: 95,547 shares; 2025Q4: 96,823 shares 96,823 $5.21M 0.03% +1,276 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,255 shares; 2024Q4: 9,476 shares; 2025Q1: 16,660 shares; 2025Q2: 14,696 shares; 2025Q3: 14,446 shares; 2025Q4: 14,733 shares 14,733 $5.18M 0.03% +287 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: 35,734 shares; 2024Q4: 39,113 shares; 2025Q1: 47,249 shares; 2025Q2: 46,169 shares; 2025Q3: 54,293 shares; 2025Q4: 55,268 shares 55,268 $5.17M 0.03% +975 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 27,558 shares; 2025Q2: 27,575 shares; 2025Q3: 28,826 shares; 2025Q4: 28,775 shares 28,775 $5.05M 0.03% -51 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: 20,755 shares; 2024Q4: 23,489 shares; 2025Q1: 33,008 shares; 2025Q2: 29,956 shares; 2025Q3: 29,868 shares; 2025Q4: 31,435 shares 31,435 $5.03M 0.03% +1,567 Timeline CSGP COSTAR GROUP INC More: the full row for COSTAR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,069 shares; 2024Q4: 4,591 shares; 2025Q1: 76,686 shares; 2025Q2: 57,237 shares; 2025Q3: 76,899 shares; 2025Q4: 73,804 shares 73,804 $4.96M 0.03% -3,095 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,688 shares; 2024Q4: 24,444 shares; 2025Q1: 79,196 shares; 2025Q2: 69,008 shares; 2025Q3: 80,877 shares; 2025Q4: 76,780 shares 76,780 $4.95M 0.03% -4,097 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,383 shares; 2024Q4: 7,531 shares; 2025Q1: 9,623 shares; 2025Q2: 4,486 shares; 2025Q3: 8,008 shares; 2025Q4: 7,877 shares 7,877 $4.91M 0.03% -131 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,360 shares; 2024Q4: 30,036 shares; 2025Q1: 38,759 shares; 2025Q2: 45,261 shares; 2025Q3: 50,291 shares; 2025Q4: 49,837 shares 49,837 $4.75M 0.03% -454 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: 62,519 shares; 2024Q4: 73,542 shares; 2025Q1: 90,042 shares; 2025Q2: 68,190 shares; 2025Q3: 77,697 shares; 2025Q4: 87,126 shares 87,126 $4.7M 0.03% +9,429 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: 119,229 shares; 2024Q4: 114,521 shares; 2025Q1: 142,914 shares; 2025Q2: 118,482 shares; 2025Q3: 136,173 shares; 2025Q4: 146,556 shares 146,556 $4.7M 0.03% +10,383 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: 3,069 shares; 2024Q4: 2,954 shares; 2025Q1: 6,194 shares; 2025Q2: 6,399 shares; 2025Q3: 8,467 shares; 2025Q4: 9,141 shares 9,141 $4.67M 0.03% +674 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 23,308 shares; 2025Q2: 19,437 shares; 2025Q3: 41,298 shares; 2025Q4: 41,981 shares 41,981 $4.62M 0.03% +683 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: 20,663 shares; 2024Q4: 19,883 shares; 2025Q1: 23,415 shares; 2025Q2: 16,758 shares; 2025Q3: 29,577 shares; 2025Q4: 29,694 shares 29,694 $4.6M 0.03% +117 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: 32,262 shares; 2024Q4: 32,173 shares; 2025Q1: 46,563 shares; 2025Q2: 27,650 shares; 2025Q3: 47,558 shares; 2025Q4: 49,922 shares 49,922 $4.59M 0.03% +2,364 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: 26,469 shares; 2025Q1: 31,285 shares; 2025Q2: 28,752 shares; 2025Q3: 32,410 shares; 2025Q4: 34,951 shares 34,951 $4.58M 0.03% +2,541 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: 1,248 shares; 2024Q4: 1,276 shares; 2025Q1: 1,413 shares; 2025Q2: 1,083 shares; 2025Q3: 1,360 shares; 2025Q4: 1,346 shares 1,346 $4.57M 0.03% -14 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,617 shares; 2024Q4: 77,626 shares; 2025Q1: 86,570 shares; 2025Q2: 51,394 shares; 2025Q3: 43,569 shares; 2025Q4: 46,667 shares 46,667 $4.56M 0.03% +3,098 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: 32,923 shares; 2024Q4: 39,106 shares; 2025Q1: 43,075 shares; 2025Q2: 40,397 shares; 2025Q3: 41,733 shares; 2025Q4: 45,792 shares 45,792 $4.54M 0.03% +4,059 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: 13,643 shares; 2024Q4: 18,815 shares; 2025Q1: 29,849 shares; 2025Q2: 32,050 shares; 2025Q3: 35,787 shares; 2025Q4: 38,997 shares 38,997 $4.53M 0.03% +3,210 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: 1,809 shares; 2024Q4: 2,380 shares; 2025Q1: 3,259 shares; 2025Q2: 4,346 shares; 2025Q3: 5,562 shares; 2025Q4: 6,643 shares 6,643 $4.48M 0.03% +1,081 Timeline VHT 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: 11,610 shares; 2024Q4: 11,529 shares; 2025Q1: 15,567 shares; 2025Q2: 7,657 shares; 2025Q3: 15,574 shares; 2025Q4: 15,507 shares 15,507 $4.46M 0.03% -67 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: 37,241 shares; 2024Q4: 44,045 shares; 2025Q1: 66,401 shares; 2025Q2: 63,542 shares; 2025Q3: 71,568 shares; 2025Q4: 74,255 shares 74,255 $4.46M 0.03% +2,687 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: 10,879 shares; 2024Q4: 10,625 shares; 2025Q1: 12,506 shares; 2025Q2: 9,246 shares; 2025Q3: 18,246 shares; 2025Q4: 37,349 shares 37,349 $4.46M 0.03% +19,103 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: 19,771 shares; 2024Q4: 22,539 shares; 2025Q1: 29,276 shares; 2025Q2: 30,739 shares; 2025Q3: 33,029 shares; 2025Q4: 34,466 shares 34,466 $4.45M 0.03% +1,437 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,089 shares; 2024Q4: 3,724 shares; 2025Q1: 45,698 shares; 2025Q2: 44,428 shares; 2025Q3: 47,486 shares; 2025Q4: 44,484 shares 44,484 $4.44M 0.03% -3,002 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,055 shares; 2024Q4: 402,418 shares; 2025Q1: 354,146 shares; 2025Q2: 151,661 shares; 2025Q3: 120,870 shares; 2025Q4: 108,013 shares 108,013 $4.35M 0.03% -12,857 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: 9,763 shares; 2024Q4: 10,875 shares; 2025Q1: 16,393 shares; 2025Q2: 14,918 shares; 2025Q3: 14,973 shares; 2025Q4: 16,005 shares 16,005 $4.34M 0.03% +1,032 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,375 shares; 2024Q4: 8,767 shares; 2025Q1: 10,656 shares; 2025Q2: 10,583 shares; 2025Q3: 8,680 shares; 2025Q4: 9,472 shares 9,472 $4.29M 0.03% +792 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 167,252 shares; 2024Q4: 177,018 shares; 2025Q1: 164,579 shares; 2025Q2: 134,239 shares; 2025Q3: 168,076 shares; 2025Q4: 211,494 shares 211,494 $4.28M 0.03% +43,418 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: 35,410 shares; 2024Q4: 39,550 shares; 2025Q1: 43,695 shares; 2025Q2: 36,175 shares; 2025Q3: 45,847 shares; 2025Q4: 44,280 shares 44,280 $4.26M 0.03% -1,567 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: 10,313 shares; 2024Q4: 9,971 shares; 2025Q1: 12,750 shares; 2025Q2: 14,782 shares; 2025Q3: 15,986 shares; 2025Q4: 15,266 shares 15,266 $4.2M 0.03% -720 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: 21,035 shares; 2024Q4: 22,907 shares; 2025Q1: 25,905 shares; 2025Q2: 24,907 shares; 2025Q3: 25,775 shares; 2025Q4: 25,823 shares 25,823 $4.2M 0.03% +48 Timeline DFAT 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: 11,584 shares; 2024Q4: 11,584 shares; 2025Q1: 10,732 shares; 2025Q2: 10,545 shares; 2025Q3: 66,579 shares; 2025Q4: 70,136 shares 70,136 $4.18M 0.03% +3,557 Timeline IUSG 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: 24,564 shares; 2024Q4: 25,988 shares; 2025Q1: 24,938 shares; 2025Q2: 23,336 shares; 2025Q3: 24,877 shares; 2025Q4: 24,744 shares 24,744 $4.16M 0.03% -133 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,904 shares; 2024Q4: 21,970 shares; 2025Q1: 19,000 shares; 2025Q2: 8,455 shares; 2025Q3: 19,436 shares; 2025Q4: 18,880 shares 18,880 $4.1M 0.03% -556 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,961 shares; 2024Q4: 7,033 shares; 2025Q1: 24,408 shares; 2025Q2: 5,105 shares; 2025Q3: 18,196 shares; 2025Q4: 20,611 shares 20,611 $4.09M 0.03% +2,415 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,110 shares; 2024Q4: 27,106 shares; 2025Q1: 34,129 shares; 2025Q2: 32,816 shares; 2025Q3: 31,364 shares; 2025Q4: 34,075 shares 34,075 $4.08M 0.03% +2,711 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: 5,925 shares; 2024Q4: 5,869 shares; 2025Q1: 6,535 shares; 2025Q2: 6,117 shares; 2025Q3: 7,213 shares; 2025Q4: 7,152 shares 7,152 $4.08M 0.03% -61 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: 2,142 shares; 2024Q4: 1,731 shares; 2025Q1: 18,022 shares; 2025Q2: 18,424 shares; 2025Q3: 19,382 shares; 2025Q4: 18,209 shares 18,209 $4.06M 0.03% -1,173 Timeline GWRE GUIDEWIRE SOFTWARE INC More: the full row for GUIDEWIRE SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,350 shares; 2024Q4: 2,113 shares; 2025Q1: 20,167 shares; 2025Q2: 20,481 shares; 2025Q3: 20,592 shares; 2025Q4: 20,162 shares 20,162 $4.05M 0.03% -430 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: 66,582 shares; 2024Q4: 91,605 shares; 2025Q1: 64,511 shares; 2025Q2: 42,869 shares; 2025Q3: 34,646 shares; 2025Q4: 50,755 shares 50,755 $4M 0.03% +16,109 Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 259,371 shares; 2024Q4: 275,185 shares; 2025Q1: 1,131,920 shares; 2025Q2: 738,059 shares; 2025Q3: 743,893 shares; 2025Q4: 321,585 shares 321,585 $4M 0.03% -422,308 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,798 shares; 2024Q4: 14,471 shares; 2025Q1: 19,815 shares; 2025Q2: 27,719 shares; 2025Q3: 33,559 shares; 2025Q4: 38,367 shares 38,367 $3.83M 0.02% +4,808 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: 64,485 shares; 2024Q4: 64,505 shares; 2025Q1: 68,942 shares; 2025Q2: 59,379 shares; 2025Q3: 68,065 shares; 2025Q4: 69,706 shares 69,706 $3.81M 0.02% +1,641 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,965 shares; 2024Q4: 21,326 shares; 2025Q1: 21,475 shares; 2025Q2: 28,857 shares; 2025Q3: 28,802 shares; 2025Q4: 28,804 shares 28,804 $3.79M 0.02% +2 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,011 shares; 2024Q4: 25,265 shares; 2025Q1: 43,047 shares; 2025Q2: 54,384 shares; 2025Q3: 65,660 shares; 2025Q4: 76,314 shares 76,314 $3.79M 0.02% +10,654 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,980 shares; 2024Q4: 23,419 shares; 2025Q1: 38,111 shares; 2025Q2: 34,372 shares; 2025Q3: 44,612 shares; 2025Q4: 46,089 shares 46,089 $3.75M 0.02% +1,477 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,251 shares; 2024Q4: 6,252 shares; 2025Q1: 11,969 shares; 2025Q2: 9,380 shares; 2025Q3: 10,812 shares; 2025Q4: 12,060 shares 12,060 $3.74M 0.02% +1,248 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: 25,738 shares; 2024Q4: 29,374 shares; 2025Q1: 25,971 shares; 2025Q2: 22,975 shares; 2025Q3: 26,094 shares; 2025Q4: 28,111 shares 28,111 $3.73M 0.02% +2,017 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: 12,583 shares; 2024Q4: 13,550 shares; 2025Q1: 24,100 shares; 2025Q2: 21,799 shares; 2025Q3: 22,909 shares; 2025Q4: 29,047 shares 29,047 $3.71M 0.02% +6,138 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: 7,333 shares; 2024Q4: 7,180 shares; 2025Q1: 9,928 shares; 2025Q2: 9,484 shares; 2025Q3: 11,463 shares; 2025Q4: 12,561 shares 12,561 $3.69M 0.02% +1,098 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 592 shares; 2024Q4: 629 shares; 2025Q1: 1,761 shares; 2025Q2: 1,683 shares; 2025Q3: 1,731 shares; 2025Q4: 1,702 shares 1,702 $3.66M 0.02% -29 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: 10,918 shares; 2024Q4: 11,127 shares; 2025Q1: 13,796 shares; 2025Q2: 13,945 shares; 2025Q3: 16,598 shares; 2025Q4: 17,902 shares 17,902 $3.63M 0.02% +1,304 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: 4,978 shares; 2024Q4: 5,689 shares; 2025Q1: 7,043 shares; 2025Q2: 8,056 shares; 2025Q3: 9,150 shares; 2025Q4: 9,295 shares 9,295 $3.62M 0.02% +145 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,623 shares; 2024Q4: 6,305 shares; 2025Q1: 7,642 shares; 2025Q2: 8,031 shares; 2025Q3: 9,711 shares; 2025Q4: 10,192 shares 10,192 $3.6M 0.02% +481 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: 17,833 shares; 2024Q4: 17,413 shares; 2025Q1: 22,768 shares; 2025Q2: 19,950 shares; 2025Q3: 23,296 shares; 2025Q4: 23,206 shares 23,206 $3.6M 0.02% -90 Timeline FDM 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: 45,000 shares; 2024Q4: 45,000 shares; 2025Q1: 45,000 shares; 2025Q2: not reported; 2025Q3: 45,000 shares; 2025Q4: 45,000 shares 45,000 $3.58M 0.02% 0 Timeline BSJQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX 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: 29,869 shares; 2025Q3: 40,412 shares; 2025Q4: 153,494 shares 153,494 $3.58M 0.02% +113,082 Timeline VIGI 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: 2,377 shares; 2024Q4: 2,943 shares; 2025Q1: 52,471 shares; 2025Q2: 40,576 shares; 2025Q3: 39,556 shares; 2025Q4: 39,052 shares 39,052 $3.57M 0.02% -504 Timeline ESGU 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: 28,012 shares; 2024Q4: 28,615 shares; 2025Q1: 30,001 shares; 2025Q2: 29,824 shares; 2025Q3: 25,210 shares; 2025Q4: 23,676 shares 23,676 $3.53M 0.02% -1,534 Timeline BAFE ADVISORS INNER CIRCLE FD III More: the full row for ADVISORS INNER CIRCLE FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 128,547 shares; 2025Q3: 128,547 shares; 2025Q4: 128,547 shares 128,547 $3.51M 0.02% 0 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: 11,532 shares; 2024Q4: 11,674 shares; 2025Q1: 54,518 shares; 2025Q2: 76,083 shares; 2025Q3: 77,739 shares; 2025Q4: 86,604 shares 86,604 $3.48M 0.02% +8,865 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: 36,124 shares; 2024Q4: 34,130 shares; 2025Q1: 48,228 shares; 2025Q2: 43,989 shares; 2025Q3: 45,330 shares; 2025Q4: 47,125 shares 47,125 $3.46M 0.02% +1,795 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: 5,663 shares; 2024Q4: 6,374 shares; 2025Q1: 10,843 shares; 2025Q2: 13,341 shares; 2025Q3: 14,136 shares; 2025Q4: 9,008 shares 9,008 $3.45M 0.02% -5,128 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 52,452 shares 52,452 $3.43M 0.02% new Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,691 shares; 2024Q4: 19,413 shares; 2025Q1: 22,271 shares; 2025Q2: 22,906 shares; 2025Q3: 26,669 shares; 2025Q4: 30,316 shares 30,316 $3.43M 0.02% +3,647 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: 7,866 shares; 2024Q4: 11,959 shares; 2025Q1: 25,714 shares; 2025Q2: 25,591 shares; 2025Q3: 28,481 shares; 2025Q4: 30,265 shares 30,265 $3.42M 0.02% +1,784 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,882 shares; 2024Q4: 14,806 shares; 2025Q1: 16,541 shares; 2025Q2: 11,274 shares; 2025Q3: 16,713 shares; 2025Q4: 17,101 shares 17,101 $3.41M 0.02% +388 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: 61,465 shares; 2024Q4: 71,186 shares; 2025Q1: 98,886 shares; 2025Q2: 79,034 shares; 2025Q3: 89,700 shares; 2025Q4: 93,582 shares 93,582 $3.39M 0.02% +3,882 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: 4,554 shares; 2024Q4: 3,930 shares; 2025Q1: 6,123 shares; 2025Q2: 5,275 shares; 2025Q3: 6,876 shares; 2025Q4: 7,266 shares 7,266 $3.39M 0.02% +390 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,798 shares; 2024Q4: 64,073 shares; 2025Q1: 72,560 shares; 2025Q2: 74,215 shares; 2025Q3: 69,084 shares; 2025Q4: 72,373 shares 72,373 $3.39M 0.02% +3,289 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: 72,358 shares; 2024Q4: 42,083 shares; 2025Q1: 51,865 shares; 2025Q2: 52,012 shares; 2025Q3: 53,122 shares; 2025Q4: 53,173 shares 53,173 $3.39M 0.02% +51 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: 13,659 shares; 2024Q4: 12,875 shares; 2025Q1: 13,243 shares; 2025Q2: 12,547 shares; 2025Q3: 13,971 shares; 2025Q4: 14,857 shares 14,857 $3.38M 0.02% +886 Timeline DFAE 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: 43,309 shares; 2025Q2: 50,757 shares; 2025Q3: 85,225 shares; 2025Q4: 103,626 shares 103,626 $3.38M 0.02% +18,401 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,430 shares; 2024Q4: 38,081 shares; 2025Q1: 46,580 shares; 2025Q2: 35,320 shares; 2025Q3: 42,945 shares; 2025Q4: 39,576 shares 39,576 $3.33M 0.02% -3,369 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,623 shares; 2024Q4: 16,623 shares; 2025Q1: 16,922 shares; 2025Q2: 16,922 shares; 2025Q3: 17,554 shares; 2025Q4: 23,439 shares 23,439 $3.31M 0.02% +5,885 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,283 shares; 2024Q4: 3,412 shares; 2025Q1: 16,629 shares; 2025Q2: 15,014 shares; 2025Q3: 15,620 shares; 2025Q4: 16,192 shares 16,192 $3.29M 0.02% +572 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: 151,692 shares; 2024Q4: 152,529 shares; 2025Q1: 185,760 shares; 2025Q2: 144,466 shares; 2025Q3: 147,852 shares; 2025Q4: 197,516 shares 197,516 $3.26M 0.02% +49,664 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: 17,767 shares; 2024Q4: 20,029 shares; 2025Q1: 32,893 shares; 2025Q2: 32,876 shares; 2025Q3: 38,280 shares; 2025Q4: 40,859 shares 40,859 $3.24M 0.02% +2,579 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: 33,278 shares; 2024Q4: 32,981 shares; 2025Q1: 32,743 shares; 2025Q2: 41,576 shares; 2025Q3: 49,632 shares; 2025Q4: 48,197 shares 48,197 $3.24M 0.02% -1,435 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: 5,908 shares; 2024Q4: 7,093 shares; 2025Q1: 8,533 shares; 2025Q2: 10,032 shares; 2025Q3: 10,660 shares; 2025Q4: 11,253 shares 11,253 $3.23M 0.02% +593 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: 15,919 shares; 2024Q4: 17,552 shares; 2025Q1: 18,707 shares; 2025Q2: 16,887 shares; 2025Q3: 19,834 shares; 2025Q4: 19,731 shares 19,731 $3.21M 0.02% -103 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,954 shares; 2024Q4: 8,186 shares; 2025Q1: 9,730 shares; 2025Q2: 10,366 shares; 2025Q3: 11,880 shares; 2025Q4: 15,362 shares 15,362 $3.2M 0.02% +3,482 Timeline BOXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 35,745 shares; 2025Q4: 27,151 shares 27,151 $3.13M 0.02% -8,594 Timeline KBDC KAYNE ANDERSON BDC INC More: the full row for KAYNE ANDERSON BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 96,195 shares; 2025Q1: 172,445 shares; 2025Q2: 196,671 shares; 2025Q3: 220,290 shares; 2025Q4: 217,872 shares 217,872 $3.12M 0.02% -2,418 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: 8,629 shares; 2024Q4: 9,191 shares; 2025Q1: 12,291 shares; 2025Q2: 12,547 shares; 2025Q3: 16,025 shares; 2025Q4: 16,711 shares 16,711 $3.1M 0.02% +686 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: 3,034 shares; 2024Q4: 2,835 shares; 2025Q1: 4,601 shares; 2025Q2: 3,828 shares; 2025Q3: 5,491 shares; 2025Q4: 6,271 shares 6,271 $3.07M 0.02% +780 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: 29,695 shares; 2024Q4: 29,110 shares; 2025Q1: 33,344 shares; 2025Q2: 41,421 shares; 2025Q3: 41,996 shares; 2025Q4: 42,205 shares 42,205 $3.07M 0.02% +209 Timeline VPL 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: 36,178 shares; 2024Q4: 34,711 shares; 2025Q1: 33,846 shares; 2025Q2: 30,239 shares; 2025Q3: 33,899 shares; 2025Q4: 33,899 shares 33,899 $3.06M 0.02% 0 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: 6,684 shares; 2024Q4: 5,685 shares; 2025Q1: 36,916 shares; 2025Q2: 32,730 shares; 2025Q3: 39,585 shares; 2025Q4: 41,086 shares 41,086 $3.04M 0.02% +1,501 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,418 shares; 2024Q4: 27,315 shares; 2025Q1: 29,991 shares; 2025Q2: 44,175 shares; 2025Q3: 48,280 shares; 2025Q4: 59,890 shares 59,890 $3.04M 0.02% +11,610 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: 44,247 shares; 2024Q4: 91,852 shares; 2025Q1: 96,660 shares; 2025Q2: 80,945 shares; 2025Q3: 102,827 shares; 2025Q4: 102,484 shares 102,484 $3.03M 0.02% -343 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: 9,687 shares; 2024Q4: 6,457 shares; 2025Q1: 6,158 shares; 2025Q2: 3,869 shares; 2025Q3: 5,135 shares; 2025Q4: 4,974 shares 4,974 $3M 0.02% -161 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: 96,659 shares; 2024Q4: 91,279 shares; 2025Q1: 98,422 shares; 2025Q2: 93,076 shares; 2025Q3: 107,254 shares; 2025Q4: 109,864 shares 109,864 $2.98M 0.02% +2,610 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: 6,165 shares; 2024Q4: 6,086 shares; 2025Q1: 8,863 shares; 2025Q2: 9,916 shares; 2025Q3: 12,219 shares; 2025Q4: 12,128 shares 12,128 $2.95M 0.02% -91 Timeline PCOR PROCORE TECHNOLOGIES INC More: the full row for PROCORE 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: not reported; 2025Q3: 40,114 shares; 2025Q4: 40,055 shares 40,055 $2.91M 0.02% -59 Timeline VONV 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: 29,613 shares; 2024Q4: 29,665 shares; 2025Q1: 30,433 shares; 2025Q2: 10,045 shares; 2025Q3: 30,668 shares; 2025Q4: 30,934 shares 30,934 $2.86M 0.02% +266 Timeline SUSA 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: 15,640 shares; 2024Q4: 15,641 shares; 2025Q1: 22,319 shares; 2025Q2: 22,374 shares; 2025Q3: 20,084 shares; 2025Q4: 20,207 shares 20,207 $2.82M 0.02% +123 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,228 shares; 2024Q4: 2,239 shares; 2025Q1: 3,824 shares; 2025Q2: 3,622 shares; 2025Q3: 3,950 shares; 2025Q4: 4,139 shares 4,139 $2.8M 0.02% +189 Timeline RYAN RYAN SPECIALTY HOLDINGS INC More: the full row for RYAN SPECIALTY 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: 56,167 shares; 2025Q2: 52,954 shares; 2025Q3: 53,614 shares; 2025Q4: 53,884 shares 53,884 $2.78M 0.02% +270 Timeline TRMK TRUSTMARK CORP More: the full row for TRUSTMARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,106 shares; 2024Q4: 74,634 shares; 2025Q1: 74,635 shares; 2025Q2: 10,903 shares; 2025Q3: 70,211 shares; 2025Q4: 70,431 shares 70,431 $2.74M 0.02% +220 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: 13,285 shares; 2024Q4: 20,420 shares; 2025Q1: 30,162 shares; 2025Q2: 25,577 shares; 2025Q3: 31,581 shares; 2025Q4: 34,740 shares 34,740 $2.74M 0.02% +3,159 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 973 shares; 2024Q4: 1,304 shares; 2025Q1: 7,233 shares; 2025Q2: 7,614 shares; 2025Q3: 7,702 shares; 2025Q4: 7,665 shares 7,665 $2.74M 0.02% -37 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,144 shares; 2024Q4: 10,424 shares; 2025Q1: 13,144 shares; 2025Q2: 13,432 shares; 2025Q3: 14,552 shares; 2025Q4: 18,921 shares 18,921 $2.73M 0.02% +4,369 Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,653 shares; 2024Q4: 35,454 shares; 2025Q1: 37,059 shares; 2025Q2: 11,743 shares; 2025Q3: 36,861 shares; 2025Q4: 34,776 shares 34,776 $2.69M 0.02% -2,085 Timeline DFNM 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: 22,994 shares; 2025Q2: 66,155 shares; 2025Q3: 55,830 shares; 2025Q4: 55,830 shares 55,830 $2.69M 0.02% 0 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: 12,638 shares; 2024Q4: 14,027 shares; 2025Q1: 15,827 shares; 2025Q2: 14,111 shares; 2025Q3: 14,021 shares; 2025Q4: 14,489 shares 14,489 $2.69M 0.02% +468 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,374 shares; 2024Q4: 7,552 shares; 2025Q1: 8,455 shares; 2025Q2: 8,564 shares; 2025Q3: 9,284 shares; 2025Q4: 9,595 shares 9,595 $2.68M 0.02% +311 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,711 shares; 2024Q4: 6,561 shares; 2025Q1: 7,736 shares; 2025Q2: 7,913 shares; 2025Q3: 9,045 shares; 2025Q4: 9,753 shares 9,753 $2.66M 0.02% +708 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: 8,466 shares; 2024Q4: 8,406 shares; 2025Q1: 9,876 shares; 2025Q2: 8,159 shares; 2025Q3: 22,417 shares; 2025Q4: 22,556 shares 22,556 $2.66M 0.02% +139 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,288 shares; 2024Q4: 1,377 shares; 2025Q1: 1,522 shares; 2025Q2: 1,826 shares; 2025Q3: 4,585 shares; 2025Q4: 4,504 shares 4,504 $2.58M 0.02% -81 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: 3,600 shares; 2024Q4: 3,076 shares; 2025Q1: 43,529 shares; 2025Q2: 36,160 shares; 2025Q3: 29,121 shares; 2025Q4: 32,089 shares 32,089 $2.56M 0.02% +2,968 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: 5,231 shares; 2024Q4: 5,064 shares; 2025Q1: 6,792 shares; 2025Q2: 6,865 shares; 2025Q3: 7,881 shares; 2025Q4: 8,546 shares 8,546 $2.53M 0.02% +665 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: 52,376 shares; 2024Q4: 70,026 shares; 2025Q1: 91,888 shares; 2025Q2: 91,589 shares; 2025Q3: 99,788 shares; 2025Q4: 91,932 shares 91,932 $2.53M 0.02% -7,856 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,132 shares; 2024Q4: 35,993 shares; 2025Q1: 37,659 shares; 2025Q2: 33,390 shares; 2025Q3: 43,580 shares; 2025Q4: 43,031 shares 43,031 $2.52M 0.02% -549 Timeline KNSL KINSALE CAP GROUP INC More: the full row for KINSALE CAP GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 530 shares; 2025Q1: 4,661 shares; 2025Q2: 4,267 shares; 2025Q3: 4,107 shares; 2025Q4: 6,356 shares 6,356 $2.49M 0.02% +2,249 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,960 shares; 2024Q4: 15,576 shares; 2025Q1: 17,438 shares; 2025Q2: 14,443 shares; 2025Q3: 15,097 shares; 2025Q4: 15,196 shares 15,196 $2.48M 0.02% +99 Timeline DSI 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: 19,226 shares; 2024Q4: 19,226 shares; 2025Q1: 19,226 shares; 2025Q2: 19,226 shares; 2025Q3: 19,226 shares; 2025Q4: 19,226 shares 19,226 $2.48M 0.02% 0 Timeline AVMC AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 284,819 shares; 2025Q2: 155,054 shares; 2025Q3: 35,620 shares; 2025Q4: 34,973 shares 34,973 $2.47M 0.02% -647 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX 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: 106,126 shares; 2025Q3: 121,232 shares; 2025Q4: 124,904 shares 124,904 $2.45M 0.02% +3,672 Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 824 shares; 2024Q4: 1,206 shares; 2025Q1: 12,047 shares; 2025Q2: 11,830 shares; 2025Q3: 12,175 shares; 2025Q4: 8,850 shares 8,850 $2.43M 0.02% -3,325 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: 13,240 shares; 2024Q4: 16,730 shares; 2025Q1: 26,021 shares; 2025Q2: 26,526 shares; 2025Q3: 27,479 shares; 2025Q4: 28,387 shares 28,387 $2.43M 0.02% +908 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: 4,232 shares; 2024Q4: 5,020 shares; 2025Q1: 6,346 shares; 2025Q2: 6,334 shares; 2025Q3: 6,854 shares; 2025Q4: 7,186 shares 7,186 $2.43M 0.02% +332 Timeline SMH 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: 10,115 shares; 2024Q4: 9,925 shares; 2025Q1: 9,221 shares; 2025Q2: 6,070 shares; 2025Q3: 6,687 shares; 2025Q4: 6,691 shares 6,691 $2.41M 0.02% +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: 57,446 shares; 2024Q4: 61,692 shares; 2025Q1: 73,391 shares; 2025Q2: 55,233 shares; 2025Q3: 63,483 shares; 2025Q4: 36,185 shares 36,185 $2.4M 0.02% -27,298 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: 5,598 shares; 2024Q4: 6,296 shares; 2025Q1: 10,431 shares; 2025Q2: 10,573 shares; 2025Q3: 11,419 shares; 2025Q4: 11,676 shares 11,676 $2.4M 0.02% +257 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,297 shares; 2024Q4: 6,786 shares; 2025Q1: 9,997 shares; 2025Q2: 9,184 shares; 2025Q3: 9,553 shares; 2025Q4: 9,251 shares 9,251 $2.39M 0.02% -302 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,210 shares; 2024Q4: 6,744 shares; 2025Q1: 11,293 shares; 2025Q2: 13,357 shares; 2025Q3: 16,939 shares; 2025Q4: 17,362 shares 17,362 $2.39M 0.02% +423 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: 688 shares; 2025Q1: 1,489 shares; 2025Q2: 886 shares; 2025Q3: 2,260 shares; 2025Q4: 2,550 shares 2,550 $2.38M 0.02% +290 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: 88,044 shares; 2024Q4: 89,560 shares; 2025Q1: 115,062 shares; 2025Q2: 44,375 shares; 2025Q3: 107,731 shares; 2025Q4: 98,724 shares 98,724 $2.37M 0.02% -9,007 Timeline M MACYS INC More: the full row for MACYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,569 shares; 2024Q4: 103,584 shares; 2025Q1: 103,639 shares; 2025Q2: 103,039 shares; 2025Q3: 104,418 shares; 2025Q4: 106,408 shares 106,408 $2.35M 0.02% +1,990 Timeline TECH BIO-TECHNE CORP More: the full row for BIO-TECHNE 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: 54,735 shares; 2025Q2: 55,404 shares; 2025Q3: 39,938 shares; 2025Q4: 39,849 shares 39,849 $2.34M 0.02% -89 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: 16,876 shares; 2024Q4: 15,985 shares; 2025Q1: 21,562 shares; 2025Q2: 23,544 shares; 2025Q3: 25,606 shares; 2025Q4: 27,394 shares 27,394 $2.34M 0.02% +1,788 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: 3,007 shares; 2024Q4: 3,198 shares; 2025Q1: 9,000 shares; 2025Q2: 9,220 shares; 2025Q3: 9,305 shares; 2025Q4: 10,407 shares 10,407 $2.33M 0.02% +1,102 Timeline JIRE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 28,164 shares; 2025Q2: 32,730 shares; 2025Q3: 32,687 shares; 2025Q4: 30,941 shares 30,941 $2.32M 0.02% -1,746 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: 18,474 shares; 2024Q4: 19,298 shares; 2025Q1: 22,392 shares; 2025Q2: 27,357 shares; 2025Q3: 29,031 shares; 2025Q4: 31,368 shares 31,368 $2.31M 0.01% +2,337 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: 18,288 shares; 2024Q4: 18,238 shares; 2025Q1: 40,530 shares; 2025Q2: 19,087 shares; 2025Q3: 13,854 shares; 2025Q4: 14,296 shares 14,296 $2.24M 0.01% +442 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: 5,648 shares; 2024Q4: 5,165 shares; 2025Q1: 5,268 shares; 2025Q2: 5,073 shares; 2025Q3: 5,166 shares; 2025Q4: 8,942 shares 8,942 $2.24M 0.01% +3,776 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: 11,215 shares; 2024Q4: 11,224 shares; 2025Q1: 11,359 shares; 2025Q2: 8,609 shares; 2025Q3: 11,509 shares; 2025Q4: 11,513 shares 11,513 $2.23M 0.01% +4 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,128 shares; 2024Q4: 11,201 shares; 2025Q1: 19,339 shares; 2025Q2: 22,271 shares; 2025Q3: 20,765 shares; 2025Q4: 24,097 shares 24,097 $2.23M 0.01% +3,332 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,518 shares; 2024Q4: 44,479 shares; 2025Q1: 36,397 shares; 2025Q2: 38,145 shares; 2025Q3: 36,925 shares; 2025Q4: 47,836 shares 47,836 $2.22M 0.01% +10,911 Timeline VUSB 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: 34,277 shares; 2024Q4: 39,749 shares; 2025Q1: 25,024 shares; 2025Q2: 24,888 shares; 2025Q3: 15,852 shares; 2025Q4: 44,257 shares 44,257 $2.21M 0.01% +28,405 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: 3,662 shares; 2024Q4: 3,650 shares; 2025Q1: 4,317 shares; 2025Q2: 699 shares; 2025Q3: 5,579 shares; 2025Q4: 5,580 shares 5,580 $2.2M 0.01% +1 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,871 shares; 2024Q4: 11,331 shares; 2025Q1: 13,232 shares; 2025Q2: 12,857 shares; 2025Q3: 13,832 shares; 2025Q4: 14,462 shares 14,462 $2.19M 0.01% +630 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,388 shares; 2024Q4: 3,303 shares; 2025Q1: 4,822 shares; 2025Q2: 4,719 shares; 2025Q3: 4,911 shares; 2025Q4: 4,892 shares 4,892 $2.18M 0.01% -19 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,500 shares; 2024Q4: 4,123 shares; 2025Q1: 18,420 shares; 2025Q2: 15,715 shares; 2025Q3: 13,283 shares; 2025Q4: 26,115 shares 26,115 $2.16M 0.01% +12,832 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: 3,109 shares; 2024Q4: 3,172 shares; 2025Q1: 3,336 shares; 2025Q2: 3,393 shares; 2025Q3: 7,888 shares; 2025Q4: 4,579 shares 4,579 $2.15M 0.01% -3,309 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 107,440 shares; 2024Q4: 25,094 shares; 2025Q1: 27,430 shares; 2025Q2: 19,942 shares; 2025Q3: 29,092 shares; 2025Q4: 35,684 shares 35,684 $2.15M 0.01% +6,592 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,880 shares; 2024Q4: 5,866 shares; 2025Q1: 12,014 shares; 2025Q2: 9,998 shares; 2025Q3: 10,952 shares; 2025Q4: 11,859 shares 11,859 $2.14M 0.01% +907 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,032 shares; 2024Q4: 9,340 shares; 2025Q1: 9,907 shares; 2025Q2: 9,810 shares; 2025Q3: 10,493 shares; 2025Q4: 10,326 shares 10,326 $2.13M 0.01% -167 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,902 shares; 2024Q4: 4,860 shares; 2025Q1: 7,654 shares; 2025Q2: 7,450 shares; 2025Q3: 9,458 shares; 2025Q4: 10,342 shares 10,342 $2.12M 0.01% +884 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: 5,888 shares; 2024Q4: 7,290 shares; 2025Q1: 10,209 shares; 2025Q2: 10,180 shares; 2025Q3: 11,785 shares; 2025Q4: 11,399 shares 11,399 $2.1M 0.01% -386 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,380 shares; 2024Q4: 26,969 shares; 2025Q1: 40,808 shares; 2025Q2: 38,440 shares; 2025Q3: 45,051 shares; 2025Q4: 45,859 shares 45,859 $2.09M 0.01% +808 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: 29,302 shares; 2024Q4: 30,871 shares; 2025Q1: 34,628 shares; 2025Q2: 33,000 shares; 2025Q3: 32,470 shares; 2025Q4: 28,308 shares 28,308 $2.08M 0.01% -4,162 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,467 shares; 2024Q4: 27,620 shares; 2025Q1: 57,978 shares; 2025Q2: 39,935 shares; 2025Q3: 57,011 shares; 2025Q4: 57,128 shares 57,128 $2.07M 0.01% +117 Timeline VTES VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON 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: 4,200 shares; 2025Q3: 19,481 shares; 2025Q4: 20,341 shares 20,341 $2.07M 0.01% +860 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: 5,246 shares; 2024Q4: 5,313 shares; 2025Q1: 7,749 shares; 2025Q2: 7,351 shares; 2025Q3: 7,278 shares; 2025Q4: 5,839 shares 5,839 $2.06M 0.01% -1,439 Timeline SUSL 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: 3,235 shares; 2024Q4: 3,094 shares; 2025Q1: 6,095 shares; 2025Q2: 6,053 shares; 2025Q3: 14,403 shares; 2025Q4: 16,986 shares 16,986 $2.06M 0.01% +2,583 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,628 shares; 2024Q4: 8,029 shares; 2025Q1: 8,951 shares; 2025Q2: 8,652 shares; 2025Q3: 10,277 shares; 2025Q4: 10,434 shares 10,434 $2.04M 0.01% +157 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: 31,629 shares; 2024Q4: 32,000 shares; 2025Q1: 36,438 shares; 2025Q2: 36,526 shares; 2025Q3: 38,639 shares; 2025Q4: 38,358 shares 38,358 $2.03M 0.01% -281 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: 198 shares; 2024Q4: 199 shares; 2025Q1: 903 shares; 2025Q2: 733 shares; 2025Q3: 939 shares; 2025Q4: 939 shares 939 $2.02M 0.01% 0 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,213 shares; 2024Q4: 23,254 shares; 2025Q1: 27,919 shares; 2025Q2: 27,078 shares; 2025Q3: 28,055 shares; 2025Q4: 28,551 shares 28,551 $2M 0.01% +496 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: 8,667 shares; 2024Q4: 8,278 shares; 2025Q1: 11,147 shares; 2025Q2: 10,913 shares; 2025Q3: 11,234 shares; 2025Q4: 11,292 shares 11,292 $1.96M 0.01% +58 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: 2,920 shares; 2024Q4: 12,328 shares; 2025Q1: 12,867 shares; 2025Q2: 11,131 shares; 2025Q3: 12,022 shares; 2025Q4: 14,028 shares 14,028 $1.95M 0.01% +2,006 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,595 shares; 2024Q4: 6,471 shares; 2025Q1: 7,486 shares; 2025Q2: 8,681 shares; 2025Q3: 8,770 shares; 2025Q4: 9,252 shares 9,252 $1.93M 0.01% +482 Timeline MKC-V 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: not reported; 2024Q4: not reported; 2025Q1: 36,165 shares; 2025Q2: 36,877 shares; 2025Q3: 36,632 shares; 2025Q4: 28,407 shares 28,407 $1.93M 0.01% -8,225 Timeline AVSU AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 24,090 shares; 2025Q2: 28,050 shares; 2025Q3: 23,440 shares; 2025Q4: 25,173 shares 25,173 $1.92M 0.01% +1,733 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,290 shares; 2024Q4: 13,413 shares; 2025Q1: 16,722 shares; 2025Q2: 24,990 shares; 2025Q3: 35,544 shares; 2025Q4: 37,715 shares 37,715 $1.92M 0.01% +2,171 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,589 shares; 2024Q4: 7,298 shares; 2025Q1: 9,309 shares; 2025Q2: 11,809 shares; 2025Q3: 13,208 shares; 2025Q4: 13,031 shares 13,031 $1.89M 0.01% -177 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,968 shares; 2024Q4: 2,129 shares; 2025Q1: 2,003 shares; 2025Q2: 2,049 shares; 2025Q3: 1,781 shares; 2025Q4: 2,427 shares 2,427 $1.87M 0.01% +646 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: not reported; 2024Q4: 967 shares; 2025Q1: 2,873 shares; 2025Q2: 2,064 shares; 2025Q3: 2,920 shares; 2025Q4: 3,030 shares 3,030 $1.85M 0.01% +110 Timeline FRPH FRP HLDGS INC More: the full row for FRP 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: 69,319 shares; 2025Q2: 69,325 shares; 2025Q3: 69,400 shares; 2025Q4: 81,092 shares 81,092 $1.85M 0.01% +11,692 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,234 shares; 2024Q4: 1,137 shares; 2025Q1: 4,374 shares; 2025Q2: 5,236 shares; 2025Q3: 7,843 shares; 2025Q4: 4,054 shares 4,054 $1.84M 0.01% -3,789 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: 48,835 shares; 2024Q4: 47,942 shares; 2025Q1: 49,451 shares; 2025Q2: 41,612 shares; 2025Q3: 50,619 shares; 2025Q4: 32,091 shares 32,091 $1.84M 0.01% -18,528 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,258 shares; 2024Q4: 11,827 shares; 2025Q1: 15,076 shares; 2025Q2: 8,340 shares; 2025Q3: 10,107 shares; 2025Q4: 11,392 shares 11,392 $1.83M 0.01% +1,285 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: 20,369 shares; 2024Q4: 20,776 shares; 2025Q1: 21,821 shares; 2025Q2: 36,929 shares; 2025Q3: 38,735 shares; 2025Q4: 41,152 shares 41,152 $1.82M 0.01% +2,417 Timeline IAG IAMGOLD CORP More: the full row for IAMGOLD 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: 109,000 shares; 2025Q2: 109,000 shares; 2025Q3: 109,000 shares; 2025Q4: 109,000 shares 109,000 $1.8M 0.01% 0 Timeline TMDX TRANSMEDICS GROUP INC More: the full row for TRANSMEDICS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,460 shares; 2024Q4: 8,149 shares; 2025Q1: 10,627 shares; 2025Q2: 12,056 shares; 2025Q3: 14,478 shares; 2025Q4: 14,736 shares 14,736 $1.79M 0.01% +258 Timeline SAIC SCIENCE APPLICATIONS INTL CO More: the full row for SCIENCE APPLICATIONS INTL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,830 shares; 2024Q4: 17,509 shares; 2025Q1: 17,748 shares; 2025Q2: 17,710 shares; 2025Q3: 18,102 shares; 2025Q4: 17,744 shares 17,744 $1.79M 0.01% -358 Timeline GRBK GREEN BRICK PARTNERS INC More: the full row for GREEN BRICK PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 28,307 shares; 2025Q1: 28,384 shares; 2025Q2: 28,332 shares; 2025Q3: 28,394 shares; 2025Q4: 28,397 shares 28,397 $1.78M 0.01% +3 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,763 shares; 2024Q4: 20,711 shares; 2025Q1: 19,940 shares; 2025Q2: 15,170 shares; 2025Q3: 20,286 shares; 2025Q4: 18,885 shares 18,885 $1.78M 0.01% -1,401 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,280 shares; 2024Q4: 2,243 shares; 2025Q1: 3,891 shares; 2025Q2: 4,045 shares; 2025Q3: 6,222 shares; 2025Q4: 7,837 shares 7,837 $1.77M 0.01% +1,615 Timeline BWIN THE BALDWIN INSURANCE GRP IN More: the full row for THE BALDWIN INSURANCE GRP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,667 shares; 2024Q4: 63,667 shares; 2025Q1: 84,155 shares; 2025Q2: 84,114 shares; 2025Q3: 92,747 shares; 2025Q4: 73,748 shares 73,748 $1.77M 0.01% -18,999 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,634 shares; 2024Q4: 11,687 shares; 2025Q1: 25,306 shares; 2025Q2: 24,233 shares; 2025Q3: 24,114 shares; 2025Q4: 20,378 shares 20,378 $1.76M 0.01% -3,736 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: 20,359 shares; 2024Q4: 21,702 shares; 2025Q1: 64,120 shares; 2025Q2: 84,224 shares; 2025Q3: 87,407 shares; 2025Q4: 44,868 shares 44,868 $1.76M 0.01% -42,539 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,198 shares; 2024Q4: 16,308 shares; 2025Q1: 21,345 shares; 2025Q2: 19,608 shares; 2025Q3: 23,883 shares; 2025Q4: 29,917 shares 29,917 $1.75M 0.01% +6,034 Timeline LLYVK LIBERTY LIVE HOLDINGS INC More: the full row for LIBERTY LIVE HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,880 shares 20,880 $1.74M 0.01% new 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: 27,897 shares; 2024Q4: 28,783 shares; 2025Q1: 38,115 shares; 2025Q2: 32,606 shares; 2025Q3: 32,254 shares; 2025Q4: 25,670 shares 25,670 $1.72M 0.01% -6,584 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: 9,860 shares; 2024Q4: 15,073 shares; 2025Q1: 17,844 shares; 2025Q2: 16,059 shares; 2025Q3: 19,998 shares; 2025Q4: 23,260 shares 23,260 $1.72M 0.01% +3,262 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: 7,206 shares; 2024Q4: 7,566 shares; 2025Q1: 8,295 shares; 2025Q2: 7,987 shares; 2025Q3: 8,334 shares; 2025Q4: 7,987 shares 7,987 $1.72M 0.01% -347 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,878 shares; 2024Q4: 25,771 shares; 2025Q1: 32,624 shares; 2025Q2: 75,007 shares; 2025Q3: 83,080 shares; 2025Q4: 86,772 shares 86,772 $1.71M 0.01% +3,692 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,311 shares; 2024Q4: 7,388 shares; 2025Q1: 8,336 shares; 2025Q2: 6,406 shares; 2025Q3: 7,998 shares; 2025Q4: 9,838 shares 9,838 $1.69M 0.01% +1,840 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,794 shares; 2024Q4: 3,531 shares; 2025Q1: 6,659 shares; 2025Q2: 5,898 shares; 2025Q3: 6,190 shares; 2025Q4: 6,603 shares 6,603 $1.69M 0.01% +413 Timeline SSB SOUTHSTATE BK CORP More: the full row for SOUTHSTATE BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,097 shares; 2025Q4: 17,916 shares 17,916 $1.69M 0.01% -181 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: 12,601 shares; 2024Q4: 61,660 shares; 2025Q1: 14,413 shares; 2025Q2: 7,296 shares; 2025Q3: 17,274 shares; 2025Q4: 37,693 shares 37,693 $1.69M 0.01% +20,419 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: 2,329 shares; 2025Q1: 2,329 shares; 2025Q2: 2,085 shares; 2025Q3: 3,546 shares; 2025Q4: 14,772 shares 14,772 $1.68M 0.01% +11,226 Timeline GBDC GOLUB CAP BDC INC More: the full row for GOLUB CAP BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 236,149 shares; 2024Q4: 253,913 shares; 2025Q1: 251,150 shares; 2025Q2: 193,875 shares; 2025Q3: 249,399 shares; 2025Q4: 123,645 shares 123,645 $1.68M 0.01% -125,754 Timeline PRF 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: 25,631 shares; 2024Q4: 25,631 shares; 2025Q1: 35,753 shares; 2025Q2: 35,753 shares; 2025Q3: 35,753 shares; 2025Q4: 35,753 shares 35,753 $1.68M 0.01% 0 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: 34,591 shares; 2024Q4: 35,359 shares; 2025Q1: 31,339 shares; 2025Q2: 25,702 shares; 2025Q3: 28,848 shares; 2025Q4: 29,166 shares 29,166 $1.68M 0.01% +318 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: 7,959 shares; 2024Q4: 12,235 shares; 2025Q1: 18,442 shares; 2025Q2: 17,222 shares; 2025Q3: 19,623 shares; 2025Q4: 20,835 shares 20,835 $1.67M 0.01% +1,212 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,674 shares; 2024Q4: 6,800 shares; 2025Q1: 8,292 shares; 2025Q2: 8,523 shares; 2025Q3: 8,855 shares; 2025Q4: 8,870 shares 8,870 $1.67M 0.01% +15 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,018 shares; 2024Q4: 2,090 shares; 2025Q1: 2,815 shares; 2025Q2: 2,860 shares; 2025Q3: 4,987 shares; 2025Q4: 5,867 shares 5,867 $1.66M 0.01% +880 Timeline TSLX SIXTH STREET SPECIALTY LENDI More: the full row for SIXTH STREET SPECIALTY LENDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,059 shares; 2024Q4: 79,163 shares; 2025Q1: 79,602 shares; 2025Q2: 76,206 shares; 2025Q3: 77,376 shares; 2025Q4: 75,751 shares 75,751 $1.65M 0.01% -1,625 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: 2,896 shares; 2024Q4: 3,231 shares; 2025Q1: 7,736 shares; 2025Q2: 7,616 shares; 2025Q3: 8,781 shares; 2025Q4: 9,085 shares 9,085 $1.64M 0.01% +304 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: 9,774 shares; 2024Q4: 9,984 shares; 2025Q1: 15,886 shares; 2025Q2: 16,700 shares; 2025Q3: 19,351 shares; 2025Q4: 18,806 shares 18,806 $1.64M 0.01% -545 Timeline OUNZ VANECK MERK GOLD ETF More: the full row for VANECK MERK GOLD ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 22,846 shares; 2025Q2: 24,417 shares; 2025Q3: 25,597 shares; 2025Q4: 39,466 shares 39,466 $1.64M 0.01% +13,869 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: 17,650 shares; 2024Q4: 24,322 shares; 2025Q1: 35,534 shares; 2025Q2: 32,720 shares; 2025Q3: 36,085 shares; 2025Q4: 37,496 shares 37,496 $1.63M 0.01% +1,411 Timeline AVSC AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 22,992 shares; 2025Q2: 29,050 shares; 2025Q3: 29,533 shares; 2025Q4: 27,732 shares 27,732 $1.63M 0.01% -1,801 Timeline CIBR 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: 14,841 shares; 2024Q4: 14,018 shares; 2025Q1: 26,903 shares; 2025Q2: 6,870 shares; 2025Q3: 22,611 shares; 2025Q4: 22,677 shares 22,677 $1.62M 0.01% +66 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,881 shares; 2024Q4: 6,812 shares; 2025Q1: 6,332 shares; 2025Q2: 4,794 shares; 2025Q3: 21,799 shares; 2025Q4: 39,273 shares 39,273 $1.62M 0.01% +17,474 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: 8,176 shares; 2024Q4: 8,045 shares; 2025Q1: 7,592 shares; 2025Q2: 8,138 shares; 2025Q3: 10,957 shares; 2025Q4: 11,853 shares 11,853 $1.61M 0.01% +896 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,566 shares; 2024Q4: 5,300 shares; 2025Q1: 7,878 shares; 2025Q2: 5,053 shares; 2025Q3: 7,308 shares; 2025Q4: 7,855 shares 7,855 $1.61M 0.01% +547 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: 2,787 shares; 2024Q4: 2,789 shares; 2025Q1: 2,732 shares; 2025Q2: 2,358 shares; 2025Q3: 5,399 shares; 2025Q4: 5,400 shares 5,400 $1.61M 0.01% +1 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,213 shares; 2024Q4: 2,681 shares; 2025Q1: 5,936 shares; 2025Q2: 5,673 shares; 2025Q3: 6,276 shares; 2025Q4: 7,529 shares 7,529 $1.61M 0.01% +1,253 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,261 shares; 2024Q4: 5,955 shares; 2025Q1: 8,543 shares; 2025Q2: 6,850 shares; 2025Q3: 9,481 shares; 2025Q4: 11,792 shares 11,792 $1.6M 0.01% +2,311 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: 2,927 shares; 2024Q4: 5,198 shares; 2025Q1: 8,147 shares; 2025Q2: 8,085 shares; 2025Q3: 9,261 shares; 2025Q4: 9,910 shares 9,910 $1.6M 0.01% +649 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,630 shares; 2024Q4: 1,675 shares; 2025Q1: 1,991 shares; 2025Q2: 2,250 shares; 2025Q3: 2,184 shares; 2025Q4: 2,083 shares 2,083 $1.6M 0.01% -101 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: 16,698 shares; 2024Q4: 18,116 shares; 2025Q1: 21,808 shares; 2025Q2: 22,308 shares; 2025Q3: 32,777 shares; 2025Q4: 27,337 shares 27,337 $1.6M 0.01% -5,440 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: 11,072 shares; 2024Q4: 12,113 shares; 2025Q1: 14,043 shares; 2025Q2: 13,753 shares; 2025Q3: 13,577 shares; 2025Q4: 20,091 shares 20,091 $1.6M 0.01% +6,514 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,020 shares; 2024Q4: 34,105 shares; 2025Q1: 51,301 shares; 2025Q2: 45,239 shares; 2025Q3: 37,136 shares; 2025Q4: 42,983 shares 42,983 $1.59M 0.01% +5,847 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,099 shares; 2025Q1: 17,269 shares; 2025Q2: 17,508 shares; 2025Q3: 18,283 shares; 2025Q4: 19,343 shares 19,343 $1.59M 0.01% +1,060 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: 1,152 shares; 2024Q4: 1,721 shares; 2025Q1: 2,505 shares; 2025Q2: 2,709 shares; 2025Q3: 2,970 shares; 2025Q4: 2,723 shares 2,723 $1.58M 0.01% -247 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: 4,712 shares; 2024Q4: 5,015 shares; 2025Q1: 5,044 shares; 2025Q2: 4,897 shares; 2025Q3: 5,173 shares; 2025Q4: 4,372 shares 4,372 $1.57M 0.01% -801 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: 6,781 shares; 2024Q4: 8,250 shares; 2025Q1: 9,798 shares; 2025Q2: 10,602 shares; 2025Q3: 11,126 shares; 2025Q4: 10,148 shares 10,148 $1.57M 0.01% -978 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,176 shares; 2024Q4: 11,218 shares; 2025Q1: 11,218 shares; 2025Q2: 11,981 shares; 2025Q3: 30,338 shares; 2025Q4: 35,760 shares 35,760 $1.56M 0.01% +5,422 Timeline DLN 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: 17,352 shares; 2024Q4: 18,070 shares; 2025Q1: 17,352 shares; 2025Q2: 17,352 shares; 2025Q3: 17,352 shares; 2025Q4: 17,679 shares 17,679 $1.56M 0.01% +327 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,344 shares; 2024Q4: 9,325 shares; 2025Q1: 11,539 shares; 2025Q2: 10,923 shares; 2025Q3: 12,755 shares; 2025Q4: 15,573 shares 15,573 $1.55M 0.01% +2,818 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,137 shares; 2024Q4: 18,787 shares; 2025Q1: 15,498 shares; 2025Q2: 15,137 shares; 2025Q3: 16,770 shares; 2025Q4: 17,515 shares 17,515 $1.55M 0.01% +745 Timeline VDE 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: 8,190 shares; 2024Q4: 10,193 shares; 2025Q1: 12,100 shares; 2025Q2: 5,949 shares; 2025Q3: 12,951 shares; 2025Q4: 12,274 shares 12,274 $1.55M 0.01% -677 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,926 shares; 2024Q4: 49,075 shares; 2025Q1: 83,622 shares; 2025Q2: 93,323 shares; 2025Q3: 148,932 shares; 2025Q4: 117,420 shares 117,420 $1.54M 0.01% -31,512 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,721 shares; 2024Q4: 61,596 shares; 2025Q1: 64,001 shares; 2025Q2: 61,185 shares; 2025Q3: 69,118 shares; 2025Q4: 69,094 shares 69,094 $1.54M 0.01% -24 Timeline ROOT ROOT INC More: the full row for ROOT 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: 21,259 shares; 2025Q2: 21,257 shares; 2025Q3: 21,259 shares; 2025Q4: 21,262 shares 21,262 $1.54M 0.01% +3 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: 9,853 shares; 2024Q4: 11,417 shares; 2025Q1: 13,659 shares; 2025Q2: 11,277 shares; 2025Q3: 13,879 shares; 2025Q4: 13,673 shares 13,673 $1.53M 0.01% -206 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,689 shares; 2024Q4: 17,737 shares; 2025Q1: 28,502 shares; 2025Q2: 21,220 shares; 2025Q3: 27,109 shares; 2025Q4: 28,584 shares 28,584 $1.53M 0.01% +1,475 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: 15,022 shares; 2024Q4: 15,497 shares; 2025Q1: 12,617 shares; 2025Q2: 8,476 shares; 2025Q3: 15,704 shares; 2025Q4: 17,988 shares 17,988 $1.53M 0.01% +2,284 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: 13,720 shares; 2024Q4: 18,791 shares; 2025Q1: 22,943 shares; 2025Q2: 19,488 shares; 2025Q3: 26,748 shares; 2025Q4: 27,949 shares 27,949 $1.53M 0.01% +1,201 Timeline EFAV 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: 19,889 shares; 2024Q4: 17,671 shares; 2025Q1: 17,571 shares; 2025Q2: 14,508 shares; 2025Q3: 17,358 shares; 2025Q4: 17,684 shares 17,684 $1.53M 0.01% +326 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: 16,247 shares; 2024Q4: 17,122 shares; 2025Q1: 34,452 shares; 2025Q2: 30,915 shares; 2025Q3: 32,554 shares; 2025Q4: 29,959 shares 29,959 $1.52M 0.01% -2,595 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,080 shares; 2024Q4: 5,481 shares; 2025Q1: 8,425 shares; 2025Q2: 8,447 shares; 2025Q3: 11,087 shares; 2025Q4: 11,750 shares 11,750 $1.52M 0.01% +663 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,391 shares; 2024Q4: 1,250 shares; 2025Q1: 1,373 shares; 2025Q2: 1,252 shares; 2025Q3: 1,468 shares; 2025Q4: 1,502 shares 1,502 $1.52M 0.01% +34 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,740 shares; 2024Q4: 7,115 shares; 2025Q1: 9,699 shares; 2025Q2: 7,382 shares; 2025Q3: 11,807 shares; 2025Q4: 11,845 shares 11,845 $1.51M 0.01% +38 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: 15,552 shares; 2024Q4: 14,563 shares; 2025Q1: 14,583 shares; 2025Q2: 22,135 shares; 2025Q3: 30,266 shares; 2025Q4: 30,069 shares 30,069 $1.51M 0.01% -197 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,569 shares; 2025Q1: 3,944 shares; 2025Q2: 3,663 shares; 2025Q3: 6,001 shares; 2025Q4: 6,830 shares 6,830 $1.5M 0.01% +829 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,370 shares; 2024Q4: 10,466 shares; 2025Q1: 16,108 shares; 2025Q2: 21,054 shares; 2025Q3: 22,560 shares; 2025Q4: 23,425 shares 23,425 $1.49M 0.01% +865 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,023 shares; 2024Q4: 11,654 shares; 2025Q1: 18,963 shares; 2025Q2: 15,029 shares; 2025Q3: 17,739 shares; 2025Q4: 19,462 shares 19,462 $1.49M 0.01% +1,723 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,061 shares; 2024Q4: 4,302 shares; 2025Q1: 19,028 shares; 2025Q2: 16,171 shares; 2025Q3: 17,708 shares; 2025Q4: 16,568 shares 16,568 $1.49M 0.01% -1,140 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: 5,086 shares; 2024Q4: 4,655 shares; 2025Q1: 6,945 shares; 2025Q2: 4,489 shares; 2025Q3: 10,358 shares; 2025Q4: 11,157 shares 11,157 $1.49M 0.01% +799 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,234 shares; 2024Q4: 5,262 shares; 2025Q1: 12,678 shares; 2025Q2: 13,333 shares; 2025Q3: 12,699 shares; 2025Q4: 10,723 shares 10,723 $1.48M 0.01% -1,976 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: 3,667 shares; 2024Q4: 3,502 shares; 2025Q1: 4,119 shares; 2025Q2: 4,118 shares; 2025Q3: 4,652 shares; 2025Q4: 5,338 shares 5,338 $1.47M 0.01% +686 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,195 shares; 2024Q4: 9,540 shares; 2025Q1: 18,480 shares; 2025Q2: 19,030 shares; 2025Q3: 20,889 shares; 2025Q4: 21,865 shares 21,865 $1.47M 0.01% +976 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,560 shares; 2024Q4: 17,479 shares; 2025Q1: 22,811 shares; 2025Q2: 15,671 shares; 2025Q3: 23,887 shares; 2025Q4: 24,416 shares 24,416 $1.47M 0.01% +529 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: 12,511 shares; 2024Q4: 14,723 shares; 2025Q1: 16,390 shares; 2025Q2: 13,967 shares; 2025Q3: 17,628 shares; 2025Q4: 13,953 shares 13,953 $1.47M 0.01% -3,675 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,790 shares; 2024Q4: 6,014 shares; 2025Q1: 13,685 shares; 2025Q2: 13,695 shares; 2025Q3: 13,694 shares; 2025Q4: 13,759 shares 13,759 $1.45M 0.01% +65 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,518 shares; 2024Q4: 16,209 shares; 2025Q1: 20,315 shares; 2025Q2: 14,953 shares; 2025Q3: 17,506 shares; 2025Q4: 16,585 shares 16,585 $1.45M 0.01% -921 Timeline FWONK LIBERTY MEDIA CORP DEL More: the full row for LIBERTY MEDIA CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,813 shares; 2024Q4: 8,903 shares; 2025Q1: 12,898 shares; 2025Q2: 6,422 shares; 2025Q3: 14,679 shares; 2025Q4: 14,690 shares 14,690 $1.45M 0.01% +11 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 18,616 shares; 2025Q2: 22,705 shares; 2025Q3: 24,735 shares; 2025Q4: 24,754 shares 24,754 $1.44M 0.01% +19 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: 18,760 shares; 2024Q4: 17,910 shares; 2025Q1: 7,787 shares; 2025Q2: 6,950 shares; 2025Q3: 10,531 shares; 2025Q4: 11,399 shares 11,399 $1.43M 0.01% +868 Timeline