SMMD 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: 189,202 shares; 2024Q4: 190,565 shares; 2025Q1: 219,999 shares; 2025Q2: 219,991 shares; 2025Q3: 219,267 shares; 2025Q4: 224,834 shares 224,834 $16.8M 7.66% +5,567 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 445,640 shares; 2024Q4: 446,891 shares; 2025Q1: 404,452 shares; 2025Q2: 404,596 shares; 2025Q3: 374,603 shares; 2025Q4: 339,952 shares 339,952 $15.9M 7.23% -34,651 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: 112,228 shares; 2024Q4: 137,025 shares; 2025Q1: 111,529 shares; 2025Q2: 111,643 shares; 2025Q3: 106,124 shares; 2025Q4: 108,143 shares 108,143 $10.4M 4.72% +2,019 Timeline USHY 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: 242,974 shares; 2024Q4: 256,955 shares; 2025Q1: 251,424 shares; 2025Q2: 251,467 shares; 2025Q3: 236,040 shares; 2025Q4: 237,760 shares 237,760 $8.89M 4.04% +1,720 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: 13,000 shares; 2024Q4: 12,772 shares; 2025Q1: 13,156 shares; 2025Q2: 13,153 shares; 2025Q3: 8,943 shares; 2025Q4: 10,221 shares 10,221 $7M 3.18% +1,278 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: 67,237 shares; 2024Q4: 68,711 shares; 2025Q1: 74,348 shares; 2025Q2: 74,348 shares; 2025Q3: 64,337 shares; 2025Q4: 70,029 shares 70,029 $6.99M 3.18% +5,692 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: 15,084 shares; 2024Q4: 17,567 shares; 2025Q1: 18,475 shares; 2025Q2: 18,475 shares; 2025Q3: 17,019 shares; 2025Q4: 16,615 shares 16,615 $4.52M 2.05% -404 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: 7,338 shares; 2024Q4: 8,968 shares; 2025Q1: 9,263 shares; 2025Q2: 9,263 shares; 2025Q3: 8,821 shares; 2025Q4: 9,195 shares 9,195 $4.45M 2.02% +374 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,323 shares; 2024Q4: 51,548 shares; 2025Q1: 52,786 shares; 2025Q2: 52,791 shares; 2025Q3: 48,655 shares; 2025Q4: 46,150 shares 46,150 $4.44M 2.02% -2,505 Timeline XPEL XPEL INC More: the full row for XPEL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,802 shares; 2024Q4: 81,802 shares; 2025Q1: 81,802 shares; 2025Q2: 81,802 shares; 2025Q3: 81,802 shares; 2025Q4: 81,802 shares 81,802 $4.08M 1.86% 0 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: 49,020 shares; 2024Q4: 49,970 shares; 2025Q1: 46,634 shares; 2025Q2: 46,634 shares; 2025Q3: 29,049 shares; 2025Q4: 34,390 shares 34,390 $3.08M 1.4% +5,341 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: 13,597 shares; 2024Q4: 14,635 shares; 2025Q1: 12,356 shares; 2025Q2: 12,358 shares; 2025Q3: 9,059 shares; 2025Q4: 8,875 shares 8,875 $3.07M 1.4% -184 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: 12,857 shares; 2024Q4: 12,875 shares; 2025Q1: 12,893 shares; 2025Q2: 12,893 shares; 2025Q3: 12,931 shares; 2025Q4: 32,800 shares 32,800 $3.06M 1.39% +19,869 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: not reported; 2024Q4: not reported; 2025Q1: 16,731 shares; 2025Q2: 16,731 shares; 2025Q3: 24,637 shares; 2025Q4: 20,603 shares 20,603 $2.78M 1.27% -4,034 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: 2,782 shares; 2024Q4: 2,954 shares; 2025Q1: 3,169 shares; 2025Q2: 3,169 shares; 2025Q3: 2,843 shares; 2025Q4: 2,241 shares 2,241 $2.72M 1.24% -602 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,567 shares; 2024Q4: 35,982 shares; 2025Q1: 27,366 shares; 2025Q2: 27,366 shares; 2025Q3: 23,820 shares; 2025Q4: 30,937 shares 30,937 $2.48M 1.13% +7,117 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,243 shares; 2024Q4: 921 shares; 2025Q1: 817 shares; 2025Q2: 817 shares; 2025Q3: 828 shares; 2025Q4: 7,061 shares 7,061 $2.37M 1.08% +6,233 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: 10,067 shares; 2024Q4: 10,568 shares; 2025Q1: 10,476 shares; 2025Q2: 10,472 shares; 2025Q3: 7,678 shares; 2025Q4: 9,523 shares 9,523 $2.34M 1.07% +1,845 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: 12,014 shares; 2024Q4: 12,115 shares; 2025Q1: not reported; 2025Q2: 12,833 shares; 2025Q3: 12,779 shares; 2025Q4: 12,047 shares 12,047 $2.21M 1% -732 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: not reported; 2024Q4: 15,335 shares; 2025Q1: 18,413 shares; 2025Q2: 18,413 shares; 2025Q3: 27,971 shares; 2025Q4: 42,252 shares 42,252 $2.1M 0.95% +14,281 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY 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: 12,957 shares; 2025Q2: 12,961 shares; 2025Q3: 21,867 shares; 2025Q4: 19,819 shares 19,819 $2.09M 0.95% -2,048 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: 8,902 shares; 2024Q4: 8,881 shares; 2025Q1: 9,428 shares; 2025Q2: 9,428 shares; 2025Q3: 9,486 shares; 2025Q4: 8,944 shares 8,944 $2.04M 0.93% -542 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,424 shares; 2025Q4: 6,306 shares 6,306 $2.01M 0.91% -1,118 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: 7,950 shares; 2024Q4: 8,359 shares; 2025Q1: 8,469 shares; 2025Q2: 8,469 shares; 2025Q3: 8,428 shares; 2025Q4: 8,052 shares 8,052 $1.94M 0.88% -376 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: 39,937 shares; 2024Q4: 56,938 shares; 2025Q1: 37,088 shares; 2025Q2: 37,088 shares; 2025Q3: 23,962 shares; 2025Q4: 28,464 shares 28,464 $1.91M 0.87% +4,502 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: 11,466 shares; 2024Q4: 11,690 shares; 2025Q1: 12,923 shares; 2025Q2: 12,922 shares; 2025Q3: 12,448 shares; 2025Q4: 11,694 shares 11,694 $1.89M 0.86% -754 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ 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: 14,776 shares; 2025Q2: 14,776 shares; 2025Q3: 20,551 shares; 2025Q4: 19,265 shares 19,265 $1.87M 0.85% -1,286 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,580 shares; 2024Q4: 14,912 shares; 2025Q1: 15,141 shares; 2025Q2: 15,141 shares; 2025Q3: 15,289 shares; 2025Q4: 13,668 shares 13,668 $1.81M 0.82% -1,621 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: 13,586 shares; 2024Q4: 14,295 shares; 2025Q1: 14,488 shares; 2025Q2: 14,488 shares; 2025Q3: 14,545 shares; 2025Q4: 13,383 shares 13,383 $1.78M 0.81% -1,162 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: 13,855 shares; 2024Q4: 14,824 shares; 2025Q1: 15,498 shares; 2025Q2: 15,498 shares; 2025Q3: 8,316 shares; 2025Q4: 7,729 shares 7,729 $1.76M 0.8% -587 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: 5,978 shares; 2024Q4: 7,860 shares; 2025Q1: 7,246 shares; 2025Q2: 7,999 shares; 2025Q3: 7,007 shares; 2025Q4: 6,475 shares 6,475 $1.68M 0.76% -532 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: 6,187 shares; 2024Q4: 7,628 shares; 2025Q1: 14,808 shares; 2025Q2: 14,811 shares; 2025Q3: 14,453 shares; 2025Q4: 13,334 shares 13,334 $1.67M 0.76% -1,119 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: 6,729 shares; 2024Q4: 6,974 shares; 2025Q1: 7,271 shares; 2025Q2: 7,271 shares; 2025Q3: 10,122 shares; 2025Q4: 9,278 shares 9,278 $1.61M 0.73% -844 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: 2,030 shares; 2024Q4: 4,302 shares; 2025Q1: 5,439 shares; 2025Q2: 5,439 shares; 2025Q3: 5,763 shares; 2025Q4: 8,569 shares 8,569 $1.6M 0.73% +2,806 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: 8,916 shares; 2024Q4: 9,686 shares; 2025Q1: 5,808 shares; 2025Q2: 5,808 shares; 2025Q3: 5,578 shares; 2025Q4: 5,293 shares 5,293 $1.44M 0.65% -285 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: 3,012 shares; 2024Q4: 1,729 shares; 2025Q1: 1,729 shares; 2025Q2: 1,729 shares; 2025Q3: 1,733 shares; 2025Q4: 1,739 shares 1,739 $1.43M 0.65% +6 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: 6,101 shares; 2024Q4: 6,392 shares; 2025Q1: 6,912 shares; 2025Q2: 6,913 shares; 2025Q3: 6,671 shares; 2025Q4: 3,903 shares 3,903 $1.37M 0.62% -2,768 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,927 shares; 2024Q4: 1,964 shares; 2025Q1: 2,138 shares; 2025Q2: 2,138 shares; 2025Q3: 1,317 shares; 2025Q4: 1,258 shares 1,258 $1.35M 0.61% -59 Timeline SCHZ 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: 15,372 shares; 2024Q4: 38,989 shares; 2025Q1: 49,012 shares; 2025Q2: 49,012 shares; 2025Q3: 48,016 shares; 2025Q4: 57,292 shares 57,292 $1.34M 0.61% +9,276 Timeline SHYG 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: 23,261 shares; 2024Q4: 26,157 shares; 2025Q1: 26,082 shares; 2025Q2: 26,119 shares; 2025Q3: 30,178 shares; 2025Q4: 29,914 shares 29,914 $1.28M 0.58% -264 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: 3,971 shares; 2024Q4: 4,100 shares; 2025Q1: 4,385 shares; 2025Q2: 4,386 shares; 2025Q3: 4,170 shares; 2025Q4: 2,226 shares 2,226 $1.27M 0.58% -1,944 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,419 shares; 2025Q2: 20,466 shares; 2025Q3: 23,333 shares; 2025Q4: 23,747 shares 23,747 $1.25M 0.57% +414 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,460 shares 9,460 $1.22M 0.55% new 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: 2,298 shares; 2024Q4: 2,463 shares; 2025Q1: 2,481 shares; 2025Q2: 2,481 shares; 2025Q3: 2,485 shares; 2025Q4: 2,323 shares 2,323 $1.19M 0.54% -162 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: 5,598 shares; 2024Q4: 6,027 shares; 2025Q1: 6,101 shares; 2025Q2: 6,101 shares; 2025Q3: 6,070 shares; 2025Q4: 3,275 shares 3,275 $1.15M 0.52% -2,795 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,267 shares 5,267 $1.14M 0.52% new Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,666 shares 1,666 $1.1M 0.5% new Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,563 shares; 2024Q4: 2,645 shares; 2025Q1: 6,420 shares; 2025Q2: 6,420 shares; 2025Q3: 7,367 shares; 2025Q4: 6,756 shares 6,756 $1.08M 0.49% -611 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,910 shares; 2025Q2: 14,910 shares; 2025Q3: 14,535 shares; 2025Q4: 12,919 shares 12,919 $1.07M 0.49% -1,616 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,099 shares 17,099 $1.07M 0.49% new 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: not reported; 2024Q4: 3,865 shares; 2025Q1: 3,933 shares; 2025Q2: 3,933 shares; 2025Q3: 3,920 shares; 2025Q4: 3,603 shares 3,603 $1.03M 0.47% -317 Timeline IUSB 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: 14,062 shares; 2024Q4: 19,887 shares; 2025Q1: 22,568 shares; 2025Q2: 22,568 shares; 2025Q3: 22,202 shares; 2025Q4: 21,947 shares 21,947 $1.02M 0.46% -255 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,312 shares 12,312 $1.01M 0.46% new Timeline CLOA BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,625 shares; 2024Q4: 19,730 shares; 2025Q1: 16,137 shares; 2025Q2: 16,187 shares; 2025Q3: 18,517 shares; 2025Q4: 18,451 shares 18,451 $955K 0.43% -66 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: 5,089 shares; 2024Q4: 5,358 shares; 2025Q1: 2,591 shares; 2025Q2: 2,591 shares; 2025Q3: 2,581 shares; 2025Q4: 2,705 shares 2,705 $931K 0.42% +124 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,526 shares; 2024Q4: 48,610 shares; 2025Q1: 37,771 shares; 2025Q2: 37,771 shares; 2025Q3: 38,944 shares; 2025Q4: 36,017 shares 36,017 $922K 0.42% -2,927 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,805 shares; 2025Q2: 15,828 shares; 2025Q3: 18,156 shares; 2025Q4: 18,214 shares 18,214 $921K 0.42% +58 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 30,487 shares 30,487 $917K 0.42% new Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,558 shares; 2024Q4: 14,964 shares; 2025Q1: 14,613 shares; 2025Q2: 14,613 shares; 2025Q3: 14,184 shares; 2025Q4: 12,827 shares 12,827 $916K 0.42% -1,357 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,190 shares 15,190 $913K 0.41% new Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 755 shares; 2024Q4: 1,753 shares; 2025Q1: 1,747 shares; 2025Q2: 1,747 shares; 2025Q3: 1,707 shares; 2025Q4: 1,760 shares 1,760 $885K 0.4% +53 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: 6,105 shares; 2024Q4: 6,405 shares; 2025Q1: 6,405 shares; 2025Q2: 6,405 shares; 2025Q3: 7,019 shares; 2025Q4: 7,693 shares 7,693 $857K 0.39% +674 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,815 shares 10,815 $833K 0.38% new Timeline HYBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,630 shares; 2024Q4: 10,731 shares; 2025Q1: 15,232 shares; 2025Q2: 15,254 shares; 2025Q3: 17,398 shares; 2025Q4: 17,429 shares 17,429 $821K 0.37% +31 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: 1,054 shares; 2024Q4: 1,015 shares; 2025Q1: 1,008 shares; 2025Q2: 1,008 shares; 2025Q3: 1,004 shares; 2025Q4: 758 shares 758 $810K 0.37% -246 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: 1,712 shares; 2024Q4: 1,783 shares; 2025Q1: 1,812 shares; 2025Q2: 1,812 shares; 2025Q3: 1,817 shares; 2025Q4: 1,689 shares 1,689 $786K 0.36% -128 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: 4,401 shares; 2024Q4: 4,401 shares; 2025Q1: 4,401 shares; 2025Q2: 4,401 shares; 2025Q3: 4,401 shares; 2025Q4: 4,598 shares 4,598 $738K 0.34% +197 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,884 shares; 2024Q4: 5,297 shares; 2025Q1: 4,285 shares; 2025Q2: 4,285 shares; 2025Q3: 4,375 shares; 2025Q4: 3,973 shares 3,973 $737K 0.34% -402 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: 9,132 shares; 2024Q4: 9,154 shares; 2025Q1: 9,017 shares; 2025Q2: 9,023 shares; 2025Q3: 8,894 shares; 2025Q4: 7,972 shares 7,972 $733K 0.33% -922 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: 2,898 shares; 2024Q4: 2,901 shares; 2025Q1: 2,905 shares; 2025Q2: 2,905 shares; 2025Q3: 2,910 shares; 2025Q4: 5,068 shares 5,068 $730K 0.33% +2,158 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,753 shares; 2024Q4: 20,132 shares; 2025Q1: 17,919 shares; 2025Q2: 17,919 shares; 2025Q3: 18,077 shares; 2025Q4: 16,301 shares 16,301 $723K 0.33% -1,776 Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,003 shares; 2024Q4: 91,314 shares; 2025Q1: 81,912 shares; 2025Q2: 81,912 shares; 2025Q3: 78,593 shares; 2025Q4: 71,482 shares 71,482 $723K 0.33% -7,111 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: 2,528 shares; 2024Q4: 2,951 shares; 2025Q1: 2,273 shares; 2025Q2: 2,273 shares; 2025Q3: 2,308 shares; 2025Q4: 2,045 shares 2,045 $722K 0.33% -263 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: 8,052 shares; 2024Q4: 7,872 shares; 2025Q1: 8,211 shares; 2025Q2: 8,211 shares; 2025Q3: 8,082 shares; 2025Q4: 7,429 shares 7,429 $714K 0.32% -653 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: 5,995 shares; 2024Q4: 6,107 shares; 2025Q1: 5,866 shares; 2025Q2: 5,870 shares; 2025Q3: 5,769 shares; 2025Q4: 5,152 shares 5,152 $710K 0.32% -617 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,414 shares; 2024Q4: 3,067 shares; 2025Q1: 3,948 shares; 2025Q2: 3,948 shares; 2025Q3: 11,959 shares; 2025Q4: 10,906 shares 10,906 $701K 0.32% -1,053 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: 1,727 shares; 2024Q4: 1,749 shares; 2025Q1: 2,269 shares; 2025Q2: 2,269 shares; 2025Q3: 2,118 shares; 2025Q4: 1,911 shares 1,911 $683K 0.31% -207 Timeline RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,266 shares; 2024Q4: 24,632 shares; 2025Q1: 18,660 shares; 2025Q2: 18,660 shares; 2025Q3: 19,249 shares; 2025Q4: 16,770 shares 16,770 $678K 0.31% -2,479 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: not reported; 2024Q4: 1,614 shares; 2025Q1: 1,644 shares; 2025Q2: 1,644 shares; 2025Q3: 1,548 shares; 2025Q4: 2,871 shares 2,871 $663K 0.3% +1,323 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: 3,008 shares; 2024Q4: 3,008 shares; 2025Q1: 3,008 shares; 2025Q2: 3,008 shares; 2025Q3: 3,008 shares; 2025Q4: 3,008 shares 3,008 $661K 0.3% 0 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,289 shares; 2024Q4: 3,478 shares; 2025Q1: 3,316 shares; 2025Q2: 3,316 shares; 2025Q3: 3,281 shares; 2025Q4: 2,925 shares 2,925 $635K 0.29% -356 Timeline BYLD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 27,803 shares 27,803 $633K 0.29% new Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,403 shares; 2024Q4: 5,325 shares; 2025Q1: 6,432 shares; 2025Q2: 6,432 shares; 2025Q3: 6,568 shares; 2025Q4: 6,609 shares 6,609 $629K 0.29% +41 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,939 shares; 2024Q4: 1,939 shares; 2025Q1: 1,939 shares; 2025Q2: 1,939 shares; 2025Q3: 1,939 shares; 2025Q4: 1,954 shares 1,954 $606K 0.28% +15 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,675 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,621 shares 1,621 $605K 0.28% new Timeline EQX EQUINOX GOLD CORP More: the full row for EQUINOX GOLD 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: 11,644 shares; 2025Q4: 41,644 shares 41,644 $585K 0.27% +30,000 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,233 shares; 2024Q4: 8,346 shares; 2025Q1: 10,218 shares; 2025Q2: 10,218 shares; 2025Q3: 9,188 shares; 2025Q4: 8,275 shares 8,275 $580K 0.26% -913 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: 2,817 shares; 2024Q4: 3,197 shares; 2025Q1: 2,901 shares; 2025Q2: 2,901 shares; 2025Q3: 2,783 shares; 2025Q4: 2,878 shares 2,878 $571K 0.26% +95 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,049 shares; 2024Q4: 1,112 shares; 2025Q1: 1,152 shares; 2025Q2: 1,152 shares; 2025Q3: 1,135 shares; 2025Q4: 1,058 shares 1,058 $553K 0.25% -77 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 895 shares; 2025Q4: 1,719 shares 1,719 $538K 0.24% +824 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 723 shares; 2024Q4: 828 shares; 2025Q1: 873 shares; 2025Q2: 873 shares; 2025Q3: 1,108 shares; 2025Q4: 1,046 shares 1,046 $534K 0.24% -62 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,068 shares 7,068 $533K 0.24% new 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: 3,708 shares; 2024Q4: 3,708 shares; 2025Q1: 3,708 shares; 2025Q2: 3,708 shares; 2025Q3: 3,708 shares; 2025Q4: 3,708 shares 3,708 $532K 0.24% 0 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: 5,923 shares; 2024Q4: 5,990 shares; 2025Q1: 6,161 shares; 2025Q2: 6,161 shares; 2025Q3: 2,085 shares; 2025Q4: 1,935 shares 1,935 $519K 0.24% -150 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: 6,329 shares; 2024Q4: 6,096 shares; 2025Q1: 5,179 shares; 2025Q2: 5,179 shares; 2025Q3: 4,509 shares; 2025Q4: 3,475 shares 3,475 $518K 0.24% -1,034 Timeline DB DEUTSCHE BK AG More: the full row for DEUTSCHE BK AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,306 shares 13,306 $513K 0.23% new Timeline ZWS ZURN ELKAY WATER SOLNS CORP More: the full row for ZURN ELKAY WATER SOLNS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,495 shares; 2024Q4: 11,058 shares; 2025Q1: 11,575 shares; 2025Q2: 11,575 shares; 2025Q3: 11,533 shares; 2025Q4: 10,878 shares 10,878 $506K 0.23% -655 Timeline COO COOPER COS INC More: the full row for COOPER COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,966 shares; 2024Q4: 4,985 shares; 2025Q1: 6,659 shares; 2025Q2: 6,659 shares; 2025Q3: 6,625 shares; 2025Q4: 6,130 shares 6,130 $502K 0.23% -495 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: 8,411 shares; 2024Q4: 8,106 shares; 2025Q1: 8,392 shares; 2025Q2: 8,392 shares; 2025Q3: 8,538 shares; 2025Q4: 7,931 shares 7,931 $476K 0.22% -607 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,711 shares 16,711 $476K 0.22% new Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,759 shares; 2024Q4: 1,844 shares; 2025Q1: 2,055 shares; 2025Q2: 2,055 shares; 2025Q3: 1,980 shares; 2025Q4: 1,897 shares 1,897 $456K 0.21% -83 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: 7,110 shares; 2024Q4: 7,530 shares; 2025Q1: 7,530 shares; 2025Q2: 7,530 shares; 2025Q3: 7,530 shares; 2025Q4: 7,743 shares 7,743 $446K 0.2% +213 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: 1,135 shares; 2024Q4: 1,400 shares; 2025Q1: 1,470 shares; 2025Q2: 1,470 shares; 2025Q3: 1,595 shares; 2025Q4: 2,098 shares 2,098 $445K 0.2% +503 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: 1,240 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,385 shares 1,385 $435K 0.2% new Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,880 shares; 2024Q4: 6,325 shares; 2025Q1: 6,325 shares; 2025Q2: 6,325 shares; 2025Q3: 6,325 shares; 2025Q4: 6,325 shares 6,325 $432K 0.2% 0 Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,182 shares; 2024Q4: 2,118 shares; 2025Q1: 2,238 shares; 2025Q2: 2,238 shares; 2025Q3: 2,193 shares; 2025Q4: 2,313 shares 2,313 $422K 0.19% +120 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: 6,035 shares; 2024Q4: 6,036 shares; 2025Q1: 6,024 shares; 2025Q2: 6,024 shares; 2025Q3: 5,973 shares; 2025Q4: 5,890 shares 5,890 $421K 0.19% -83 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: 1,650 shares; 2024Q4: 1,662 shares; 2025Q1: 2,069 shares; 2025Q2: 2,069 shares; 2025Q3: 2,126 shares; 2025Q4: 1,937 shares 1,937 $420K 0.19% -189 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,567 shares; 2025Q2: 4,567 shares; 2025Q3: 5,022 shares; 2025Q4: 6,856 shares 6,856 $417K 0.19% +1,834 Timeline OLLI OLLIES BARGAIN OUTLET HLDGS More: the full row for OLLIES BARGAIN OUTLET HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,736 shares; 2024Q4: 5,604 shares; 2025Q1: 5,783 shares; 2025Q2: 5,783 shares; 2025Q3: 4,138 shares; 2025Q4: 3,751 shares 3,751 $411K 0.19% -387 Timeline ULS UL SOLUTIONS INC More: the full row for UL SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,812 shares; 2025Q4: 5,167 shares 5,167 $407K 0.19% -645 Timeline AEIS ADVANCED ENERGY INDS More: the full row for ADVANCED ENERGY INDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,903 shares; 2024Q4: 2,019 shares; 2025Q1: 2,189 shares; 2025Q2: 2,189 shares; 2025Q3: 2,430 shares; 2025Q4: 1,927 shares 1,927 $403K 0.18% -503 Timeline BSY BENTLEY SYS INC More: the full row for BENTLEY SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,583 shares; 2024Q4: 10,731 shares; 2025Q1: 13,752 shares; 2025Q2: 13,752 shares; 2025Q3: 13,156 shares; 2025Q4: 10,515 shares 10,515 $401K 0.18% -2,641 Timeline AHR AMERICAN HEALTHCARE REIT INC More: the full row for AMERICAN HEALTHCARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,628 shares; 2024Q4: 13,881 shares; 2025Q1: 9,080 shares; 2025Q2: 9,080 shares; 2025Q3: 8,402 shares; 2025Q4: 8,279 shares 8,279 $390K 0.18% -123 Timeline ESE ESCO TECHNOLOGIES INC More: the full row for ESCO TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,832 shares; 2024Q4: 1,958 shares; 2025Q1: 2,096 shares; 2025Q2: 2,096 shares; 2025Q3: 2,208 shares; 2025Q4: 1,988 shares 1,988 $388K 0.18% -220 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: 591 shares; 2024Q4: 691 shares; 2025Q1: not reported; 2025Q2: 691 shares; 2025Q3: 724 shares; 2025Q4: 624 shares 624 $383K 0.17% -100 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: 1,818 shares; 2024Q4: 1,818 shares; 2025Q1: 1,818 shares; 2025Q2: 1,818 shares; 2025Q3: 1,827 shares; 2025Q4: 1,827 shares 1,827 $382K 0.17% 0 Timeline NPO ENPRO INC More: the full row for ENPRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,847 shares; 2024Q4: 1,934 shares; 2025Q1: 2,089 shares; 2025Q2: 2,089 shares; 2025Q3: 2,238 shares; 2025Q4: 1,707 shares 1,707 $365K 0.17% -531 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,440 shares; 2025Q1: 2,339 shares; 2025Q2: 2,339 shares; 2025Q3: 2,321 shares; 2025Q4: 2,959 shares 2,959 $365K 0.17% +638 Timeline KALU KAISER ALUMINIUM CORPORATION More: the full row for KAISER ALUMINIUM CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,760 shares; 2024Q4: 2,855 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,553 shares; 2025Q4: 3,172 shares 3,172 $364K 0.17% -381 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: 2,434 shares; 2024Q4: 2,448 shares; 2025Q1: 2,463 shares; 2025Q2: 2,463 shares; 2025Q3: 2,425 shares; 2025Q4: 3,014 shares 3,014 $363K 0.16% +589 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 798 shares 798 $359K 0.16% new Timeline OLED UNIVERSAL DISPLAY CORP More: the full row for UNIVERSAL DISPLAY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,942 shares; 2024Q4: 1,618 shares; 2025Q1: 3,280 shares; 2025Q2: 3,280 shares; 2025Q3: 3,860 shares; 2025Q4: 3,032 shares 3,032 $354K 0.16% -828 Timeline LII LENNOX INTL INC More: the full row for LENNOX INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,062 shares; 2024Q4: 1,068 shares; 2025Q1: 1,342 shares; 2025Q2: 1,342 shares; 2025Q3: 881 shares; 2025Q4: 726 shares 726 $352K 0.16% -155 Timeline TTAN SERVICETITAN INC More: the full row for SERVICETITAN 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: 3,240 shares 3,240 $345K 0.16% new Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,304 shares; 2024Q4: 3,304 shares; 2025Q1: 3,304 shares; 2025Q2: 3,304 shares; 2025Q3: 3,304 shares; 2025Q4: 3,304 shares 3,304 $344K 0.16% 0 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,009 shares 4,009 $342K 0.16% new Timeline MC MOELIS & CO More: the full row for MOELIS & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,251 shares; 2024Q4: 4,464 shares; 2025Q1: 4,940 shares; 2025Q2: 4,940 shares; 2025Q3: 5,446 shares; 2025Q4: 4,791 shares 4,791 $329K 0.15% -655 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,398 shares 2,398 $328K 0.15% new Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 490 shares 490 $323K 0.15% new Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,407 shares; 2024Q4: 3,910 shares; 2025Q1: 3,881 shares; 2025Q2: 3,881 shares; 2025Q3: 3,860 shares; 2025Q4: 2,825 shares 2,825 $322K 0.15% -1,035 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,995 shares; 2024Q4: 26,781 shares; 2025Q1: 18,814 shares; 2025Q2: 18,814 shares; 2025Q3: 18,132 shares; 2025Q4: 13,960 shares 13,960 $321K 0.15% -4,172 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,363 shares 13,363 $321K 0.15% new Timeline CLOI 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,000 shares 6,000 $317K 0.14% new Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,700 shares; 2024Q4: 1,700 shares; 2025Q1: 1,700 shares; 2025Q2: 1,700 shares; 2025Q3: 1,700 shares; 2025Q4: 1,700 shares 1,700 $315K 0.14% 0 Timeline SBCF SEACOAST BKG CORP FLA More: the full row for SEACOAST BKG CORP FLA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,414 shares; 2025Q4: 9,985 shares 9,985 $314K 0.14% -429 Timeline VONE VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,002 shares; 2024Q4: 1,002 shares; 2025Q1: 1,002 shares; 2025Q2: 1,002 shares; 2025Q3: 1,002 shares; 2025Q4: 1,002 shares 1,002 $310K 0.14% 0 Timeline AUB ATLANTIC UN BANKSHARES CORP More: the full row for ATLANTIC UN BANKSHARES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,942 shares; 2024Q4: 7,382 shares; 2025Q1: 8,194 shares; 2025Q2: 8,194 shares; 2025Q3: 9,609 shares; 2025Q4: 8,669 shares 8,669 $306K 0.14% -940 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: 5,511 shares; 2024Q4: 5,516 shares; 2025Q1: 5,520 shares; 2025Q2: 5,520 shares; 2025Q3: 5,438 shares; 2025Q4: 4,610 shares 4,610 $304K 0.14% -828 Timeline SAIA SAIA INC More: the full row for SAIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 730 shares; 2024Q4: 712 shares; 2025Q1: 741 shares; 2025Q2: 741 shares; 2025Q3: 1,088 shares; 2025Q4: 928 shares 928 $303K 0.14% -160 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,724 shares; 2024Q4: 6,359 shares; 2025Q1: 6,029 shares; 2025Q2: 6,029 shares; 2025Q3: 2,715 shares; 2025Q4: 2,821 shares 2,821 $302K 0.14% +106 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: 1,785 shares; 2024Q4: 1,785 shares; 2025Q1: 1,785 shares; 2025Q2: 1,785 shares; 2025Q3: 1,785 shares; 2025Q4: 1,785 shares 1,785 $300K 0.14% 0 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: 2,218 shares; 2024Q4: 2,229 shares; 2025Q1: 2,237 shares; 2025Q2: 2,237 shares; 2025Q3: 2,257 shares; 2025Q4: 2,271 shares 2,271 $299K 0.14% +14 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: 416 shares; 2024Q4: 416 shares; 2025Q1: 416 shares; 2025Q2: 416 shares; 2025Q3: 436 shares; 2025Q4: 436 shares 436 $297K 0.14% 0 Timeline POOL POOL CORP More: the full row for POOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,278 shares; 2024Q4: 1,293 shares; 2025Q1: 1,655 shares; 2025Q2: 1,655 shares; 2025Q3: 1,706 shares; 2025Q4: 1,298 shares 1,298 $297K 0.13% -408 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,375 shares; 2024Q4: 1,375 shares; 2025Q1: 1,375 shares; 2025Q2: 1,375 shares; 2025Q3: 1,375 shares; 2025Q4: 1,375 shares 1,375 $290K 0.13% 0 Timeline IUSV 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: 2,832 shares; 2024Q4: 2,832 shares; 2025Q1: 2,832 shares; 2025Q2: 2,832 shares; 2025Q3: 2,832 shares; 2025Q4: 2,832 shares 2,832 $290K 0.13% 0 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 958 shares; 2024Q4: 898 shares; 2025Q1: 1,086 shares; 2025Q2: 1,086 shares; 2025Q3: 1,021 shares; 2025Q4: 861 shares 861 $290K 0.13% -160 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: 600 shares; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 600 shares 600 $288K 0.13% 0 Timeline SIGI SELECTIVE INS GROUP INC More: the full row for SELECTIVE INS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,062 shares; 2024Q4: 3,255 shares; 2025Q1: 3,608 shares; 2025Q2: 3,608 shares; 2025Q3: 3,789 shares; 2025Q4: 3,368 shares 3,368 $282K 0.13% -421 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 340 shares; 2025Q4: 320 shares 320 $281K 0.13% -20 Timeline BJ BJS WHSL CLUB HLDGS INC More: the full row for BJS WHSL CLUB HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,498 shares; 2024Q4: 3,406 shares; 2025Q1: 3,442 shares; 2025Q2: 3,442 shares; 2025Q3: 3,426 shares; 2025Q4: 3,118 shares 3,118 $281K 0.13% -308 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: 3,346 shares; 2024Q4: 2,998 shares; 2025Q1: 3,029 shares; 2025Q2: 3,029 shares; 2025Q3: 3,087 shares; 2025Q4: 3,115 shares 3,115 $276K 0.13% +28 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: 2,931 shares; 2024Q4: 2,934 shares; 2025Q1: 2,937 shares; 2025Q2: 2,937 shares; 2025Q3: 2,603 shares; 2025Q4: 2,271 shares 2,271 $273K 0.12% -332 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: not reported; 2024Q4: 229 shares; 2025Q1: 229 shares; 2025Q2: 229 shares; 2025Q3: 229 shares; 2025Q4: 313 shares 313 $270K 0.12% +84 Timeline HLNE HAMILTON LANE INC More: the full row for HAMILTON LANE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,161 shares; 2025Q4: 1,983 shares 1,983 $266K 0.12% -178 Timeline ADUS ADDUS HOMECARE CORP More: the full row for ADDUS HOMECARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,115 shares; 2024Q4: 2,274 shares; 2025Q1: 2,417 shares; 2025Q2: 2,417 shares; 2025Q3: 2,809 shares; 2025Q4: 2,479 shares 2,479 $266K 0.12% -330 Timeline IDA IDACORP INC More: the full row for IDACORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,026 shares; 2025Q1: 2,167 shares; 2025Q2: 2,167 shares; 2025Q3: 2,301 shares; 2025Q4: 2,060 shares 2,060 $261K 0.12% -241 Timeline KFY KORN FERRY More: the full row for KORN FERRY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,601 shares; 2024Q4: 3,860 shares; 2025Q1: 4,113 shares; 2025Q2: 4,113 shares; 2025Q3: 4,388 shares; 2025Q4: 3,894 shares 3,894 $257K 0.12% -494 Timeline BOOT BOOT BARN HLDGS INC More: the full row for BOOT BARN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,187 shares; 2024Q4: 2,230 shares; 2025Q1: 2,047 shares; 2025Q2: 2,047 shares; 2025Q3: 1,868 shares; 2025Q4: 1,436 shares 1,436 $253K 0.12% -432 Timeline VIAV VIAVI SOLUTIONS INC More: the full row for VIAVI SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,396 shares; 2024Q4: 13,925 shares; 2025Q1: 14,970 shares; 2025Q2: 14,970 shares; 2025Q3: 15,526 shares; 2025Q4: 14,052 shares 14,052 $250K 0.11% -1,474 Timeline STC STEWART INFORMATION SVCS COR More: the full row for STEWART INFORMATION SVCS COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,234 shares; 2024Q4: 3,530 shares; 2025Q1: 3,840 shares; 2025Q2: 3,839 shares; 2025Q3: 4,012 shares; 2025Q4: 3,552 shares 3,552 $250K 0.11% -460 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,592 shares; 2025Q2: 2,592 shares; 2025Q3: 2,592 shares; 2025Q4: 1,280 shares 1,280 $245K 0.11% -1,312 Timeline SOXX 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: 892 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 811 shares; 2025Q4: 811 shares 811 $244K 0.11% 0 Timeline BCPC BALCHEM CORP More: the full row for BALCHEM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,311 shares; 2024Q4: 1,420 shares; 2025Q1: 1,504 shares; 2025Q2: 1,504 shares; 2025Q3: 1,586 shares; 2025Q4: 1,586 shares 1,586 $243K 0.11% 0 Timeline BFAM BRIGHT HORIZONS FAM SOL IN D More: the full row for BRIGHT HORIZONS FAM SOL IN D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,809 shares; 2024Q4: 2,683 shares; 2025Q1: 2,745 shares; 2025Q2: 2,745 shares; 2025Q3: 2,666 shares; 2025Q4: 2,382 shares 2,382 $242K 0.11% -284 Timeline ZBRA ZEBRA TECHNOLOGIES CORPORATI More: the full row for ZEBRA TECHNOLOGIES CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,212 shares; 2024Q4: 1,162 shares; 2025Q1: 1,408 shares; 2025Q2: 1,408 shares; 2025Q3: 1,335 shares; 2025Q4: 989 shares 989 $240K 0.11% -346 Timeline MCRI MONARCH CASINO & RESORT INC More: the full row for MONARCH CASINO & RESORT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,797 shares; 2024Q4: 2,993 shares; 2025Q1: 3,271 shares; 2025Q2: 3,271 shares; 2025Q3: 2,780 shares; 2025Q4: 2,489 shares 2,489 $238K 0.11% -291 Timeline CSW CSW INDUSTRIALS INC More: the full row for CSW INDUSTRIALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 958 shares; 2024Q4: 709 shares; 2025Q1: 779 shares; 2025Q2: 779 shares; 2025Q3: 828 shares; 2025Q4: 808 shares 808 $237K 0.11% -20 Timeline BHE BENCHMARK ELECTRS INC More: the full row for BENCHMARK ELECTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,828 shares; 2024Q4: 6,162 shares; 2025Q1: 5,907 shares; 2025Q2: 5,907 shares; 2025Q3: 6,241 shares; 2025Q4: 5,529 shares 5,529 $236K 0.11% -712 Timeline THO THOR INDS INC More: the full row for THOR INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,611 shares; 2024Q4: 2,578 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,500 shares; 2025Q4: 2,302 shares 2,302 $236K 0.11% -198 Timeline EXPO EXPONENT INC More: the full row for EXPONENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,009 shares; 2024Q4: 3,123 shares; 2025Q1: 3,472 shares; 2025Q2: 3,472 shares; 2025Q3: 3,627 shares; 2025Q4: 3,355 shares 3,355 $233K 0.11% -272 Timeline TRMB TRIMBLE INC More: the full row for TRIMBLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,473 shares; 2025Q4: 2,972 shares 2,972 $233K 0.11% -1,501 Timeline GOLF ACUSHNET HLDGS CORP More: the full row for ACUSHNET HLDGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,878 shares; 2025Q1: 3,090 shares; 2025Q2: 3,090 shares; 2025Q3: 3,354 shares; 2025Q4: 2,911 shares 2,911 $232K 0.11% -443 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 309 shares; 2025Q4: 306 shares 306 $231K 0.1% -3 Timeline ICFI ICF INTL INC More: the full row for ICF INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,866 shares; 2024Q4: 2,144 shares; 2025Q1: not reported; 2025Q2: 2,347 shares; 2025Q3: 3,132 shares; 2025Q4: 2,701 shares 2,701 $230K 0.1% -431 Timeline ENS ENERSYS More: the full row for ENERSYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,506 shares; 2025Q1: 2,683 shares; 2025Q2: 2,683 shares; 2025Q3: not reported; 2025Q4: 1,566 shares 1,566 $230K 0.1% new Timeline ITGR INTEGER HLDGS CORP More: the full row for INTEGER HLDGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,836 shares; 2024Q4: 3,033 shares; 2025Q1: 3,283 shares; 2025Q2: 3,283 shares; 2025Q3: 3,443 shares; 2025Q4: 2,911 shares 2,911 $228K 0.1% -532 Timeline SPMB 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: 9,363 shares; 2024Q4: 9,363 shares; 2025Q1: 9,363 shares; 2025Q2: 9,363 shares; 2025Q3: 9,363 shares; 2025Q4: 10,124 shares 10,124 $227K 0.1% +761 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 704 shares 704 $227K 0.1% new Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,779 shares; 2025Q2: 1,779 shares; 2025Q3: 1,729 shares; 2025Q4: 1,529 shares 1,529 $224K 0.1% -200 Timeline NOG NORTHERN OIL & GAS INC More: the full row for NORTHERN OIL & GAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,561 shares; 2025Q1: 6,783 shares; 2025Q2: 6,783 shares; 2025Q3: 9,389 shares; 2025Q4: 10,263 shares 10,263 $220K 0.1% +874 Timeline DIOD DIODES INC More: the full row for DIODES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,286 shares; 2025Q4: 4,455 shares 4,455 $220K 0.1% +169 Timeline CHH CHOICE HOTELS INTL INC More: the full row for CHOICE HOTELS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,074 shares; 2024Q4: 2,797 shares; 2025Q1: 2,812 shares; 2025Q2: 2,812 shares; 2025Q3: 2,694 shares; 2025Q4: 2,294 shares 2,294 $218K 0.1% -400 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 444 shares; 2025Q4: 445 shares 445 $217K 0.1% +1 Timeline CPK CHESAPEAKE UTILS CORP More: the full row for CHESAPEAKE UTILS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,956 shares; 2025Q4: 1,738 shares 1,738 $217K 0.1% -218 Timeline MMI MARCUS & MILLICHAP INC More: the full row for MARCUS & MILLICHAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,566 shares; 2024Q4: 7,030 shares; 2025Q1: 7,586 shares; 2025Q2: 7,586 shares; 2025Q3: 9,512 shares; 2025Q4: 7,930 shares 7,930 $216K 0.1% -1,582 Timeline PATK PATRICK INDS INC More: the full row for PATRICK INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,072 shares; 2024Q4: 3,066 shares; 2025Q1: 3,571 shares; 2025Q2: 3,571 shares; 2025Q3: 2,641 shares; 2025Q4: 1,989 shares 1,989 $216K 0.1% -652 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,025 shares; 2025Q4: 1,025 shares 1,025 $216K 0.1% 0 Timeline EXLS EXLSERVICE HLDGS INC More: the full row for EXLSERVICE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,256 shares; 2024Q4: 6,677 shares; 2025Q1: 5,666 shares; 2025Q2: 5,666 shares; 2025Q3: 5,552 shares; 2025Q4: 4,995 shares 4,995 $212K 0.1% -557 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: 860 shares; 2024Q4: 726 shares; 2025Q1: 700 shares; 2025Q2: 700 shares; 2025Q3: 474 shares; 2025Q4: 441 shares 441 $209K 0.09% -33 Timeline BIDU BAIDU INC More: the full row for BAIDU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,896 shares; 2025Q4: 1,596 shares 1,596 $209K 0.09% -300 Timeline COHU COHU INC More: the full row for COHU 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: 10,684 shares; 2025Q4: 8,924 shares 8,924 $208K 0.09% -1,760 Timeline RAMP LIVERAMP HLDGS INC More: the full row for LIVERAMP 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: 7,599 shares; 2025Q4: 7,008 shares 7,008 $206K 0.09% -591 Timeline BLKB BLACKBAUD INC More: the full row for BLACKBAUD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,819 shares; 2024Q4: 2,985 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,448 shares; 2025Q4: 3,220 shares 3,220 $204K 0.09% -228 Timeline SITE SITEONE LANDSCAPE SUPPLY INC More: the full row for SITEONE LANDSCAPE SUPPLY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,952 shares; 2024Q4: 1,895 shares; 2025Q1: 1,906 shares; 2025Q2: 1,906 shares; 2025Q3: 1,861 shares; 2025Q4: 1,636 shares 1,636 $204K 0.09% -225 Timeline FSCO FS CREDIT OPPORTUNITIES CORP More: the full row for FS CREDIT OPPORTUNITIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,905 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 32,426 shares; 2025Q3: 32,426 shares; 2025Q4: 31,972 shares 31,972 $201K 0.09% -454 Timeline SHO SUNSTONE HOTEL INVS INC NEW More: the full row for SUNSTONE HOTEL INVS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,440 shares; 2024Q4: 14,409 shares; 2025Q1: 15,146 shares; 2025Q2: 15,146 shares; 2025Q3: 19,535 shares; 2025Q4: 21,473 shares 21,473 $192K 0.09% +1,938 Timeline UEC URANIUM ENERGY CORP More: the full row for URANIUM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,000 shares; 2025Q4: 15,785 shares 15,785 $184K 0.08% +785 Timeline NTST NETSTREIT CORP More: the full row for NETSTREIT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,573 shares; 2025Q2: 10,573 shares; 2025Q3: 11,118 shares; 2025Q4: 10,104 shares 10,104 $178K 0.08% -1,014 Timeline UTZ UTZ BRANDS INC More: the full row for UTZ BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,916 shares; 2025Q4: 11,030 shares 11,030 $114K 0.05% -886 Timeline GLDG GOLDMINING INC More: the full row for GOLDMINING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 30,000 shares; 2025Q4: 30,000 shares 30,000 $37.5K 0.02% 0 Timeline