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: restricted; 2024Q4: 45,790 shares; 2025Q1: not loaded; 2025Q2: 46,066 shares; 2025Q3: 46,096 shares; 2025Q4: 65,750 shares 65,750 $31.8M 7.69% +19,654 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: restricted; 2024Q4: 154,042 shares; 2025Q1: not loaded; 2025Q2: 159,955 shares; 2025Q3: 161,112 shares; 2025Q4: 163,861 shares 163,861 $15.7M 3.8% +2,749 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: restricted; 2024Q4: 21,610 shares; 2025Q1: not loaded; 2025Q2: 24,335 shares; 2025Q3: 24,335 shares; 2025Q4: 20,940 shares 20,940 $13.1M 3.18% -3,395 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: restricted; 2024Q4: 73,467 shares; 2025Q1: not loaded; 2025Q2: 72,004 shares; 2025Q3: 69,309 shares; 2025Q4: 66,850 shares 66,850 $12.5M 3.01% -2,459 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: restricted; 2024Q4: 40,825 shares; 2025Q1: not loaded; 2025Q2: 41,746 shares; 2025Q3: 42,302 shares; 2025Q4: 41,801 shares 41,801 $11.4M 2.75% -501 Timeline INFL LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 124,115 shares; 2025Q1: not loaded; 2025Q2: 188,413 shares; 2025Q3: 209,978 shares; 2025Q4: 249,174 shares 249,174 $11.1M 2.68% +39,196 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: restricted; 2024Q4: 11,113 shares; 2025Q1: not loaded; 2025Q2: 13,831 shares; 2025Q3: 13,819 shares; 2025Q4: 13,953 shares 13,953 $9.56M 2.31% +134 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: restricted; 2024Q4: 33,480 shares; 2025Q1: not loaded; 2025Q2: 38,524 shares; 2025Q3: 38,292 shares; 2025Q4: 40,060 shares 40,060 $7.11M 1.72% +1,768 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: restricted; 2024Q4: 84,092 shares; 2025Q1: not loaded; 2025Q2: 116,448 shares; 2025Q3: 114,070 shares; 2025Q4: 114,266 shares 114,266 $6.14M 1.49% +196 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: restricted; 2024Q4: 83,134 shares; 2025Q1: not loaded; 2025Q2: 75,950 shares; 2025Q3: 73,690 shares; 2025Q4: 74,440 shares 74,440 $6.04M 1.46% +750 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: restricted; 2024Q4: 32,897 shares; 2025Q1: not loaded; 2025Q2: 42,896 shares; 2025Q3: 43,128 shares; 2025Q4: 43,404 shares 43,404 $5.94M 1.44% +276 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: restricted; 2024Q4: 11,789 shares; 2025Q1: not loaded; 2025Q2: 11,735 shares; 2025Q3: 11,858 shares; 2025Q4: 11,534 shares 11,534 $5.8M 1.4% -324 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: restricted; 2024Q4: 5,364 shares; 2025Q1: not loaded; 2025Q2: 5,712 shares; 2025Q3: 5,380 shares; 2025Q4: 5,315 shares 5,315 $5.71M 1.38% -65 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: restricted; 2024Q4: 70,697 shares; 2025Q1: not loaded; 2025Q2: 80,845 shares; 2025Q3: 82,144 shares; 2025Q4: 84,820 shares 84,820 $5.6M 1.35% +2,676 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: restricted; 2024Q4: 16,749 shares; 2025Q1: not loaded; 2025Q2: 16,427 shares; 2025Q3: 16,167 shares; 2025Q4: 15,625 shares 15,625 $4.75M 1.15% -542 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: restricted; 2024Q4: 14,910 shares; 2025Q1: not loaded; 2025Q2: 15,110 shares; 2025Q3: 14,307 shares; 2025Q4: 13,398 shares 13,398 $4.64M 1.12% -909 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: restricted; 2024Q4: 34,271 shares; 2025Q1: not loaded; 2025Q2: 34,566 shares; 2025Q3: 35,375 shares; 2025Q4: 36,066 shares 36,066 $4.34M 1.05% +691 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: restricted; 2024Q4: 15,104 shares; 2025Q1: not loaded; 2025Q2: 17,947 shares; 2025Q3: 18,768 shares; 2025Q4: 20,055 shares 20,055 $4.25M 1.03% +1,287 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: restricted; 2024Q4: 23,524 shares; 2025Q1: not loaded; 2025Q2: 35,374 shares; 2025Q3: 35,374 shares; 2025Q4: 21,144 shares 21,144 $4.05M 0.98% -14,230 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: restricted; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 32,426 shares; 2025Q3: 32,011 shares; 2025Q4: 30,769 shares 30,769 $4.03M 0.97% -1,242 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: restricted; 2024Q4: 5 shares; 2025Q1: not loaded; 2025Q2: 5 shares; 2025Q3: 5 shares; 2025Q4: 5 shares 5 $3.77M 0.91% 0 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: restricted; 2024Q4: 9,218 shares; 2025Q1: not loaded; 2025Q2: 11,224 shares; 2025Q3: 11,690 shares; 2025Q4: 12,334 shares 12,334 $3.73M 0.9% +644 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: restricted; 2024Q4: 32,241 shares; 2025Q1: not loaded; 2025Q2: 30,573 shares; 2025Q3: 30,161 shares; 2025Q4: 30,131 shares 30,131 $3.71M 0.9% -30 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: restricted; 2024Q4: 10,752 shares; 2025Q1: not loaded; 2025Q2: 10,422 shares; 2025Q3: 10,345 shares; 2025Q4: 11,167 shares 11,167 $3.6M 0.87% +822 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: restricted; 2024Q4: 5,784 shares; 2025Q1: not loaded; 2025Q2: 5,784 shares; 2025Q3: 5,784 shares; 2025Q4: 5,809 shares 5,809 $3.57M 0.86% +25 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: restricted; 2024Q4: 3,609 shares; 2025Q1: not loaded; 2025Q2: 3,977 shares; 2025Q3: 3,874 shares; 2025Q4: 37,808 shares 37,808 $3.54M 0.86% +33,934 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: restricted; 2024Q4: 3,328 shares; 2025Q1: not loaded; 2025Q2: 3,758 shares; 2025Q3: 3,747 shares; 2025Q4: 3,687 shares 3,687 $3.18M 0.77% -60 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: restricted; 2024Q4: 16,138 shares; 2025Q1: not loaded; 2025Q2: 15,959 shares; 2025Q3: 15,939 shares; 2025Q4: 16,108 shares 16,108 $3.08M 0.74% +169 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: restricted; 2024Q4: 24,647 shares; 2025Q1: not loaded; 2025Q2: 27,607 shares; 2025Q3: 27,999 shares; 2025Q4: 27,511 shares 27,511 $3.06M 0.74% -488 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: restricted; 2024Q4: 3,986 shares; 2025Q1: not loaded; 2025Q2: 4,300 shares; 2025Q3: 4,283 shares; 2025Q4: 4,300 shares 4,300 $2.93M 0.71% +17 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: restricted; 2024Q4: 7,526 shares; 2025Q1: not loaded; 2025Q2: 7,884 shares; 2025Q3: 7,906 shares; 2025Q4: 7,902 shares 7,902 $2.92M 0.71% -4 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: restricted; 2024Q4: 6,472 shares; 2025Q1: not loaded; 2025Q2: 6,898 shares; 2025Q3: 6,854 shares; 2025Q4: 6,839 shares 6,839 $2.89M 0.7% -15 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: restricted; 2024Q4: 4,178 shares; 2025Q1: not loaded; 2025Q2: 4,417 shares; 2025Q3: 4,504 shares; 2025Q4: 4,324 shares 4,324 $2.85M 0.69% -180 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: restricted; 2024Q4: 11,864 shares; 2025Q1: not loaded; 2025Q2: 11,892 shares; 2025Q3: 11,582 shares; 2025Q4: 13,028 shares 13,028 $2.7M 0.65% +1,446 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: restricted; 2024Q4: 7,827 shares; 2025Q1: not loaded; 2025Q2: 8,675 shares; 2025Q3: 8,556 shares; 2025Q4: 8,883 shares 8,883 $2.63M 0.64% +327 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: restricted; 2024Q4: 2,587 shares; 2025Q1: not loaded; 2025Q2: 2,451 shares; 2025Q3: 2,255 shares; 2025Q4: 2,146 shares 2,146 $2.61M 0.63% -109 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: restricted; 2024Q4: 28,074 shares; 2025Q1: not loaded; 2025Q2: 28,833 shares; 2025Q3: 28,987 shares; 2025Q4: 29,272 shares 29,272 $2.55M 0.62% +285 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: restricted; 2024Q4: 5,047 shares; 2025Q1: not loaded; 2025Q2: 5,304 shares; 2025Q3: 5,262 shares; 2025Q4: 5,159 shares 5,159 $2.53M 0.61% -103 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: restricted; 2024Q4: 6,140 shares; 2025Q1: not loaded; 2025Q2: 6,413 shares; 2025Q3: 6,351 shares; 2025Q4: 6,327 shares 6,327 $2.46M 0.6% -24 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: restricted; 2024Q4: 10,910 shares; 2025Q1: not loaded; 2025Q2: 10,183 shares; 2025Q3: 9,277 shares; 2025Q4: 8,928 shares 8,928 $2.46M 0.59% -349 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: restricted; 2024Q4: 18,207 shares; 2025Q1: not loaded; 2025Q2: 17,008 shares; 2025Q3: 16,897 shares; 2025Q4: 16,833 shares 16,833 $2.42M 0.58% -64 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: restricted; 2024Q4: 16,012 shares; 2025Q1: not loaded; 2025Q2: 16,088 shares; 2025Q3: 16,208 shares; 2025Q4: 16,409 shares 16,409 $2.35M 0.57% +201 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: restricted; 2024Q4: 5,380 shares; 2025Q1: not loaded; 2025Q2: 5,812 shares; 2025Q3: 6,744 shares; 2025Q4: 7,478 shares 7,478 $2.34M 0.57% +734 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: restricted; 2024Q4: 6,875 shares; 2025Q1: not loaded; 2025Q2: 7,030 shares; 2025Q3: 6,956 shares; 2025Q4: 6,877 shares 6,877 $2.25M 0.54% -79 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: restricted; 2024Q4: 12,998 shares; 2025Q1: not loaded; 2025Q2: 14,294 shares; 2025Q3: 14,256 shares; 2025Q4: 14,356 shares 14,356 $2.21M 0.54% +100 Timeline EEMV 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: restricted; 2024Q4: 35,887 shares; 2025Q1: not loaded; 2025Q2: 34,679 shares; 2025Q3: 35,024 shares; 2025Q4: 34,530 shares 34,530 $2.21M 0.53% -494 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: restricted; 2024Q4: 20,058 shares; 2025Q1: not loaded; 2025Q2: 18,450 shares; 2025Q3: 17,786 shares; 2025Q4: 17,107 shares 17,107 $2.06M 0.5% -679 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: restricted; 2024Q4: 9,864 shares; 2025Q1: not loaded; 2025Q2: 9,645 shares; 2025Q3: 9,079 shares; 2025Q4: 8,837 shares 8,837 $2.04M 0.49% -242 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: restricted; 2024Q4: 22,781 shares; 2025Q1: not loaded; 2025Q2: 22,671 shares; 2025Q3: 22,271 shares; 2025Q4: 20,865 shares 20,865 $2M 0.48% -1,406 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: restricted; 2024Q4: 6,103 shares; 2025Q1: not loaded; 2025Q2: 6,524 shares; 2025Q3: 6,305 shares; 2025Q4: 6,868 shares 6,868 $1.99M 0.48% +563 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: restricted; 2024Q4: 2,978 shares; 2025Q1: not loaded; 2025Q2: 3,297 shares; 2025Q3: 3,473 shares; 2025Q4: 3,446 shares 3,446 $1.97M 0.48% -27 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: restricted; 2024Q4: 8,954 shares; 2025Q1: not loaded; 2025Q2: 9,286 shares; 2025Q3: 9,254 shares; 2025Q4: 9,362 shares 9,362 $1.9M 0.46% +108 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: restricted; 2024Q4: 7,210 shares; 2025Q1: not loaded; 2025Q2: 22,080 shares; 2025Q3: 21,550 shares; 2025Q4: 21,269 shares 21,269 $1.86M 0.45% -281 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: restricted; 2024Q4: 618 shares; 2025Q1: not loaded; 2025Q2: 8,978 shares; 2025Q3: 9,346 shares; 2025Q4: 9,371 shares 9,371 $1.83M 0.44% +25 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: restricted; 2024Q4: 300 shares; 2025Q1: not loaded; 2025Q2: 620 shares; 2025Q3: 20,705 shares; 2025Q4: 21,061 shares 21,061 $1.79M 0.43% +356 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: restricted; 2024Q4: 3,591 shares; 2025Q1: not loaded; 2025Q2: 3,592 shares; 2025Q3: 3,378 shares; 2025Q4: 3,464 shares 3,464 $1.69M 0.41% +86 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: restricted; 2024Q4: 21,652 shares; 2025Q1: not loaded; 2025Q2: 22,946 shares; 2025Q3: 22,767 shares; 2025Q4: 22,942 shares 22,942 $1.69M 0.41% +175 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: restricted; 2024Q4: 4,716 shares; 2025Q1: not loaded; 2025Q2: 4,551 shares; 2025Q3: 4,651 shares; 2025Q4: 5,084 shares 5,084 $1.68M 0.41% +433 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: restricted; 2024Q4: 2,502 shares; 2025Q1: not loaded; 2025Q2: 3,141 shares; 2025Q3: 2,973 shares; 2025Q4: 2,880 shares 2,880 $1.65M 0.4% -93 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: restricted; 2024Q4: 19,757 shares; 2025Q1: not loaded; 2025Q2: 18,892 shares; 2025Q3: 18,337 shares; 2025Q4: 21,195 shares 21,195 $1.63M 0.39% +2,858 Timeline QSR RESTAURANT BRANDS INTL INC More: the full row for RESTAURANT BRANDS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23,547 shares 23,547 $1.61M 0.39% new 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: restricted; 2024Q4: 5,351 shares; 2025Q1: not loaded; 2025Q2: 5,492 shares; 2025Q3: 5,531 shares; 2025Q4: 5,732 shares 5,732 $1.6M 0.39% +201 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: restricted; 2024Q4: 2,593 shares; 2025Q1: not loaded; 2025Q2: 3,968 shares; 2025Q3: 3,968 shares; 2025Q4: 3,981 shares 3,981 $1.58M 0.38% +13 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: restricted; 2024Q4: 13,658 shares; 2025Q1: not loaded; 2025Q2: 16,795 shares; 2025Q3: 16,795 shares; 2025Q4: 16,795 shares 16,795 $1.57M 0.38% 0 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: restricted; 2024Q4: 9,355 shares; 2025Q1: not loaded; 2025Q2: 9,792 shares; 2025Q3: 9,301 shares; 2025Q4: 9,144 shares 9,144 $1.56M 0.38% -157 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: restricted; 2024Q4: 40 shares; 2025Q1: not loaded; 2025Q2: 37,298 shares; 2025Q3: 37,451 shares; 2025Q4: 42,310 shares 42,310 $1.53M 0.37% +4,859 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: restricted; 2024Q4: 9,006 shares; 2025Q1: not loaded; 2025Q2: 9,904 shares; 2025Q3: 10,751 shares; 2025Q4: 11,715 shares 11,715 $1.51M 0.37% +964 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 21,080 shares; 2025Q1: not loaded; 2025Q2: 16,534 shares; 2025Q3: 16,360 shares; 2025Q4: 16,360 shares 16,360 $1.5M 0.36% 0 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: restricted; 2024Q4: 3,821 shares; 2025Q1: not loaded; 2025Q2: 3,590 shares; 2025Q3: 3,417 shares; 2025Q4: 3,209 shares 3,209 $1.49M 0.36% -208 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: restricted; 2024Q4: 6,021 shares; 2025Q1: not loaded; 2025Q2: 6,620 shares; 2025Q3: 6,438 shares; 2025Q4: 6,997 shares 6,997 $1.48M 0.36% +559 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: restricted; 2024Q4: 6,327 shares; 2025Q1: not loaded; 2025Q2: 5,077 shares; 2025Q3: 5,077 shares; 2025Q4: 10,244 shares 10,244 $1.47M 0.36% +5,167 Timeline KIM KIMCO REALTY CORP More: the full row for KIMCO REALTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 66,085 shares; 2025Q3: 68,367 shares; 2025Q4: 70,734 shares 70,734 $1.43M 0.35% +2,367 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: restricted; 2024Q4: 6,114 shares; 2025Q1: not loaded; 2025Q2: 5,922 shares; 2025Q3: 5,644 shares; 2025Q4: 5,931 shares 5,931 $1.43M 0.35% +287 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: restricted; 2024Q4: 14,148 shares; 2025Q1: not loaded; 2025Q2: 14,730 shares; 2025Q3: 13,939 shares; 2025Q4: 11,333 shares 11,333 $1.42M 0.34% -2,606 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: restricted; 2024Q4: 18,432 shares; 2025Q1: not loaded; 2025Q2: 19,276 shares; 2025Q3: 20,030 shares; 2025Q4: 14,391 shares 14,391 $1.35M 0.33% -5,639 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: restricted; 2024Q4: 3,568 shares; 2025Q1: not loaded; 2025Q2: 3,568 shares; 2025Q3: 3,568 shares; 2025Q4: 3,568 shares 3,568 $1.33M 0.32% 0 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: restricted; 2024Q4: 25,259 shares; 2025Q1: not loaded; 2025Q2: 25,259 shares; 2025Q3: 12,738 shares; 2025Q4: 13,340 shares 13,340 $1.33M 0.32% +602 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: restricted; 2024Q4: 200 shares; 2025Q1: not loaded; 2025Q2: 7,744 shares; 2025Q3: 7,672 shares; 2025Q4: 7,581 shares 7,581 $1.32M 0.32% -91 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: restricted; 2024Q4: 18,743 shares; 2025Q1: not loaded; 2025Q2: 19,844 shares; 2025Q3: 19,734 shares; 2025Q4: 19,774 shares 19,774 $1.31M 0.32% +40 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: restricted; 2024Q4: 1,584 shares; 2025Q1: not loaded; 2025Q2: 1,683 shares; 2025Q3: 1,625 shares; 2025Q4: 1,595 shares 1,595 $1.31M 0.32% -30 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: restricted; 2024Q4: 6,605 shares; 2025Q1: not loaded; 2025Q2: 6,023 shares; 2025Q3: 6,900 shares; 2025Q4: 8,569 shares 8,569 $1.31M 0.32% +1,669 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,709 shares; 2025Q1: not loaded; 2025Q2: 6,363 shares; 2025Q3: 6,397 shares; 2025Q4: 6,587 shares 6,587 $1.3M 0.32% +190 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: restricted; 2024Q4: 4,052 shares; 2025Q1: not loaded; 2025Q2: 4,159 shares; 2025Q3: 4,007 shares; 2025Q4: 3,714 shares 3,714 $1.3M 0.31% -293 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: restricted; 2024Q4: 6,165 shares; 2025Q1: not loaded; 2025Q2: 6,149 shares; 2025Q3: 6,149 shares; 2025Q4: 6,590 shares 6,590 $1.29M 0.31% +441 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: restricted; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 1,263 shares; 2025Q3: 1,205 shares; 2025Q4: 1,190 shares 1,190 $1.27M 0.31% -15 Timeline SLF SUN LIFE FINANCIAL INC. More: the full row for SUN LIFE FINANCIAL INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20,239 shares; 2025Q1: not loaded; 2025Q2: 20,239 shares; 2025Q3: 20,239 shares; 2025Q4: 20,239 shares 20,239 $1.26M 0.31% 0 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: restricted; 2024Q4: 9,541 shares; 2025Q1: not loaded; 2025Q2: 11,162 shares; 2025Q3: 11,162 shares; 2025Q4: 11,117 shares 11,117 $1.25M 0.3% -45 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: restricted; 2024Q4: 44,434 shares; 2025Q1: not loaded; 2025Q2: 45,150 shares; 2025Q3: 45,150 shares; 2025Q4: 45,150 shares 45,150 $1.24M 0.3% 0 Timeline XLG 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: restricted; 2024Q4: 22,455 shares; 2025Q1: not loaded; 2025Q2: 20,650 shares; 2025Q3: 20,650 shares; 2025Q4: 20,650 shares 20,650 $1.22M 0.3% 0 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,407 shares; 2025Q1: not loaded; 2025Q2: 7,746 shares; 2025Q3: 7,657 shares; 2025Q4: 7,015 shares 7,015 $1.22M 0.29% -642 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: restricted; 2024Q4: 5,167 shares; 2025Q1: not loaded; 2025Q2: 6,148 shares; 2025Q3: 5,847 shares; 2025Q4: 5,013 shares 5,013 $1.21M 0.29% -834 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: restricted; 2024Q4: 8,101 shares; 2025Q1: not loaded; 2025Q2: 8,532 shares; 2025Q3: 8,490 shares; 2025Q4: 8,642 shares 8,642 $1.14M 0.28% +152 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,370 shares; 2025Q1: not loaded; 2025Q2: 17,183 shares; 2025Q3: 17,232 shares; 2025Q4: 18,155 shares 18,155 $1.13M 0.27% +923 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: restricted; 2024Q4: 12,849 shares; 2025Q1: not loaded; 2025Q2: 12,997 shares; 2025Q3: 13,169 shares; 2025Q4: 15,419 shares 15,419 $1.13M 0.27% +2,250 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,439 shares; 2025Q1: not loaded; 2025Q2: 8,170 shares; 2025Q3: 8,168 shares; 2025Q4: 8,380 shares 8,380 $1.13M 0.27% +212 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,255 shares; 2025Q1: not loaded; 2025Q2: 7,034 shares; 2025Q3: 6,684 shares; 2025Q4: 6,597 shares 6,597 $1.12M 0.27% -87 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: restricted; 2024Q4: 5,866 shares; 2025Q1: not loaded; 2025Q2: 4,598 shares; 2025Q3: 4,598 shares; 2025Q4: 12,184 shares 12,184 $1.12M 0.27% +7,586 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: restricted; 2024Q4: 4,736 shares; 2025Q1: not loaded; 2025Q2: 5,070 shares; 2025Q3: 4,940 shares; 2025Q4: 4,901 shares 4,901 $1.12M 0.27% -39 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: restricted; 2024Q4: 19,934 shares; 2025Q1: not loaded; 2025Q2: 10,618 shares; 2025Q3: 10,615 shares; 2025Q4: 10,400 shares 10,400 $1.09M 0.26% -215 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: restricted; 2024Q4: 3,302 shares; 2025Q1: not loaded; 2025Q2: 3,261 shares; 2025Q3: 3,211 shares; 2025Q4: 3,211 shares 3,211 $1.08M 0.26% 0 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: restricted; 2024Q4: 4,776 shares; 2025Q1: not loaded; 2025Q2: 5,888 shares; 2025Q3: 5,873 shares; 2025Q4: 5,775 shares 5,775 $1.06M 0.26% -98 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: restricted; 2024Q4: 50 shares; 2025Q1: not loaded; 2025Q2: 304 shares; 2025Q3: 3,333 shares; 2025Q4: 3,333 shares 3,333 $951K 0.23% 0 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: restricted; 2024Q4: 29,647 shares; 2025Q1: not loaded; 2025Q2: 29,647 shares; 2025Q3: 29,647 shares; 2025Q4: 29,647 shares 29,647 $950K 0.23% 0 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: restricted; 2024Q4: 1,077 shares; 2025Q1: not loaded; 2025Q2: 1,062 shares; 2025Q3: 1,047 shares; 2025Q4: 1,042 shares 1,042 $916K 0.22% -5 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: restricted; 2024Q4: 2,464 shares; 2025Q1: not loaded; 2025Q2: 2,555 shares; 2025Q3: 2,661 shares; 2025Q4: 2,656 shares 2,656 $914K 0.22% -5 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: restricted; 2024Q4: 8,826 shares; 2025Q1: not loaded; 2025Q2: 8,323 shares; 2025Q3: 7,911 shares; 2025Q4: 7,830 shares 7,830 $878K 0.21% -81 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: restricted; 2024Q4: 952 shares; 2025Q1: not loaded; 2025Q2: 814 shares; 2025Q3: 814 shares; 2025Q4: 809 shares 809 $866K 0.21% -5 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: restricted; 2024Q4: 4,860 shares; 2025Q1: not loaded; 2025Q2: 6,608 shares; 2025Q3: 6,583 shares; 2025Q4: 6,568 shares 6,568 $827K 0.2% -15 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: restricted; 2024Q4: 14,217 shares; 2025Q1: not loaded; 2025Q2: 14,012 shares; 2025Q3: 13,374 shares; 2025Q4: 10,252 shares 10,252 $823K 0.2% -3,122 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: restricted; 2024Q4: 2,413 shares; 2025Q1: not loaded; 2025Q2: 2,500 shares; 2025Q3: 2,356 shares; 2025Q4: 1,689 shares 1,689 $817K 0.2% -667 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: restricted; 2024Q4: 2,569 shares; 2025Q1: not loaded; 2025Q2: 2,630 shares; 2025Q3: 2,610 shares; 2025Q4: 2,583 shares 2,583 $789K 0.19% -27 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: restricted; 2024Q4: 8,580 shares; 2025Q1: not loaded; 2025Q2: 8,856 shares; 2025Q3: 8,580 shares; 2025Q4: 9,200 shares 9,200 $784K 0.19% +620 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,303 shares; 2025Q1: not loaded; 2025Q2: 18,453 shares; 2025Q3: 18,878 shares; 2025Q4: 19,423 shares 19,423 $781K 0.19% +545 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: restricted; 2024Q4: 22,653 shares; 2025Q1: not loaded; 2025Q2: 22,653 shares; 2025Q3: 22,653 shares; 2025Q4: 21,453 shares 21,453 $778K 0.19% -1,200 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: restricted; 2024Q4: 12,807 shares; 2025Q1: not loaded; 2025Q2: 12,974 shares; 2025Q3: 12,968 shares; 2025Q4: 12,905 shares 12,905 $776K 0.19% -63 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: restricted; 2024Q4: 3,571 shares; 2025Q1: not loaded; 2025Q2: 2,663 shares; 2025Q3: 2,455 shares; 2025Q4: 2,452 shares 2,452 $769K 0.19% -3 Timeline AAAU GOLDMAN SACHS PHYSICAL GOLD More: the full row for GOLDMAN SACHS PHYSICAL GOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,975 shares; 2025Q1: not loaded; 2025Q2: 17,975 shares; 2025Q3: 17,975 shares; 2025Q4: 17,975 shares 17,975 $765K 0.18% 0 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: restricted; 2024Q4: 3,547 shares; 2025Q1: not loaded; 2025Q2: 3,353 shares; 2025Q3: 3,155 shares; 2025Q4: 3,093 shares 3,093 $762K 0.18% -62 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 95 shares; 2025Q4: 17,264 shares 17,264 $752K 0.18% +17,169 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: restricted; 2024Q4: 1,231 shares; 2025Q1: not loaded; 2025Q2: 1,456 shares; 2025Q3: 1,456 shares; 2025Q4: 1,451 shares 1,451 $741K 0.18% -5 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: restricted; 2024Q4: 96 shares; 2025Q1: not loaded; 2025Q2: 141 shares; 2025Q3: 138 shares; 2025Q4: 138 shares 138 $739K 0.18% 0 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: restricted; 2024Q4: 13,647 shares; 2025Q1: not loaded; 2025Q2: 13,447 shares; 2025Q3: 12,521 shares; 2025Q4: 12,707 shares 12,707 $733K 0.18% +186 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: restricted; 2024Q4: 3,306 shares; 2025Q1: not loaded; 2025Q2: 3,285 shares; 2025Q3: 3,236 shares; 2025Q4: 3,290 shares 3,290 $723K 0.17% +54 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: restricted; 2024Q4: 15,216 shares; 2025Q1: not loaded; 2025Q2: 14,265 shares; 2025Q3: 13,129 shares; 2025Q4: 13,056 shares 13,056 $718K 0.17% -73 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: restricted; 2024Q4: 6,357 shares; 2025Q1: not loaded; 2025Q2: 6,119 shares; 2025Q3: 5,797 shares; 2025Q4: 5,722 shares 5,722 $704K 0.17% -75 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,532 shares; 2025Q1: not loaded; 2025Q2: 16,581 shares; 2025Q3: 16,581 shares; 2025Q4: 16,581 shares 16,581 $682K 0.16% 0 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: restricted; 2024Q4: 23,095 shares; 2025Q1: not loaded; 2025Q2: 18,500 shares; 2025Q3: 18,511 shares; 2025Q4: 16,179 shares 16,179 $659K 0.16% -2,332 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: restricted; 2024Q4: 16,377 shares; 2025Q1: not loaded; 2025Q2: 14,727 shares; 2025Q3: 11,884 shares; 2025Q4: 11,984 shares 11,984 $656K 0.16% +100 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: restricted; 2024Q4: 12,659 shares; 2025Q1: not loaded; 2025Q2: 12,626 shares; 2025Q3: 11,823 shares; 2025Q4: 12,901 shares 12,901 $635K 0.15% +1,078 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,377 shares; 2025Q1: not loaded; 2025Q2: 13,705 shares; 2025Q3: 12,969 shares; 2025Q4: 12,879 shares 12,879 $624K 0.15% -90 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: restricted; 2024Q4: 2,653 shares; 2025Q1: not loaded; 2025Q2: 2,432 shares; 2025Q3: 2,511 shares; 2025Q4: 2,895 shares 2,895 $620K 0.15% +384 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: restricted; 2024Q4: 745 shares; 2025Q1: not loaded; 2025Q2: 837 shares; 2025Q3: 1,075 shares; 2025Q4: 1,052 shares 1,052 $610K 0.15% -23 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: restricted; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 5,637 shares; 2025Q4: 6,454 shares 6,454 $589K 0.14% +817 Timeline WTBN 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: restricted; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23,103 shares 23,103 $588K 0.14% new Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,299 shares; 2025Q1: not loaded; 2025Q2: 6,299 shares; 2025Q3: 6,299 shares; 2025Q4: 6,299 shares 6,299 $556K 0.13% 0 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: restricted; 2024Q4: 7,646 shares; 2025Q1: not loaded; 2025Q2: 3,168 shares; 2025Q3: 3,142 shares; 2025Q4: 2,338 shares 2,338 $541K 0.13% -804 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: restricted; 2024Q4: 11,208 shares; 2025Q1: not loaded; 2025Q2: 20,398 shares; 2025Q3: 19,431 shares; 2025Q4: 21,682 shares 21,682 $539K 0.13% +2,251 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: restricted; 2024Q4: 1,908 shares; 2025Q1: not loaded; 2025Q2: 2,954 shares; 2025Q3: 2,589 shares; 2025Q4: 2,024 shares 2,024 $536K 0.13% -565 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: restricted; 2024Q4: 1,643 shares; 2025Q1: not loaded; 2025Q2: 1,643 shares; 2025Q3: 1,974 shares; 2025Q4: 1,834 shares 1,834 $530K 0.13% -140 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: restricted; 2024Q4: 2,502 shares; 2025Q1: not loaded; 2025Q2: 2,745 shares; 2025Q3: 2,745 shares; 2025Q4: 2,833 shares 2,833 $520K 0.13% +88 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: restricted; 2024Q4: 984 shares; 2025Q1: not loaded; 2025Q2: 1,243 shares; 2025Q3: 1,243 shares; 2025Q4: 1,188 shares 1,188 $507K 0.12% -55 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: restricted; 2024Q4: 1,257 shares; 2025Q1: not loaded; 2025Q2: 1,426 shares; 2025Q3: 1,416 shares; 2025Q4: 1,413 shares 1,413 $497K 0.12% -3 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: restricted; 2024Q4: 8,033 shares; 2025Q1: not loaded; 2025Q2: 8,131 shares; 2025Q3: 8,131 shares; 2025Q4: 9,143 shares 9,143 $493K 0.12% +1,012 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,399 shares; 2025Q1: not loaded; 2025Q2: 13,999 shares; 2025Q3: 13,659 shares; 2025Q4: 13,359 shares 13,359 $489K 0.12% -300 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 125 shares; 2025Q1: not loaded; 2025Q2: 9,770 shares; 2025Q3: 9,770 shares; 2025Q4: 9,770 shares 9,770 $489K 0.12% 0 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,010 shares; 2025Q1: not loaded; 2025Q2: 5,785 shares; 2025Q3: 5,785 shares; 2025Q4: 5,785 shares 5,785 $464K 0.11% 0 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: restricted; 2024Q4: 5,682 shares; 2025Q1: not loaded; 2025Q2: 7,564 shares; 2025Q3: 7,564 shares; 2025Q4: 5,772 shares 5,772 $456K 0.11% -1,792 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: restricted; 2024Q4: 19,077 shares; 2025Q1: not loaded; 2025Q2: 21,387 shares; 2025Q3: 18,962 shares; 2025Q4: 18,290 shares 18,290 $455K 0.11% -672 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: restricted; 2024Q4: 1,304 shares; 2025Q1: not loaded; 2025Q2: 1,173 shares; 2025Q3: 1,465 shares; 2025Q4: 1,476 shares 1,476 $455K 0.11% +11 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,209 shares; 2025Q1: not loaded; 2025Q2: 4,226 shares; 2025Q3: 3,928 shares; 2025Q4: 5,628 shares 5,628 $454K 0.11% +1,700 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,506 shares; 2025Q1: not loaded; 2025Q2: 3,779 shares; 2025Q3: 3,779 shares; 2025Q4: 9,484 shares 9,484 $454K 0.11% +5,705 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: restricted; 2024Q4: 3,875 shares; 2025Q1: not loaded; 2025Q2: 3,875 shares; 2025Q3: 3,875 shares; 2025Q4: 3,875 shares 3,875 $441K 0.11% 0 Timeline ACM AECOM More: the full row for AECOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,110 shares; 2025Q1: not loaded; 2025Q2: 4,530 shares; 2025Q3: 4,530 shares; 2025Q4: 4,530 shares 4,530 $432K 0.1% 0 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: restricted; 2024Q4: 5,850 shares; 2025Q1: not loaded; 2025Q2: 5,850 shares; 2025Q3: 5,876 shares; 2025Q4: 5,876 shares 5,876 $420K 0.1% 0 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,069 shares; 2025Q1: not loaded; 2025Q2: 12,559 shares; 2025Q3: 12,395 shares; 2025Q4: 11,995 shares 11,995 $417K 0.1% -400 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: restricted; 2024Q4: 1,970 shares; 2025Q1: not loaded; 2025Q2: 2,876 shares; 2025Q3: 2,876 shares; 2025Q4: 2,876 shares 2,876 $416K 0.1% 0 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: restricted; 2024Q4: 4,098 shares; 2025Q1: not loaded; 2025Q2: 4,028 shares; 2025Q3: 3,884 shares; 2025Q4: 3,867 shares 3,867 $414K 0.1% -17 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: restricted; 2024Q4: 260 shares; 2025Q1: not loaded; 2025Q2: 336 shares; 2025Q3: 336 shares; 2025Q4: 465 shares 465 $409K 0.1% +129 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: restricted; 2024Q4: 420 shares; 2025Q1: not loaded; 2025Q2: 609 shares; 2025Q3: 564 shares; 2025Q4: 2,650 shares 2,650 $406K 0.1% +2,086 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: restricted; 2024Q4: 4,806 shares; 2025Q1: not loaded; 2025Q2: 5,071 shares; 2025Q3: 4,063 shares; 2025Q4: 4,063 shares 4,063 $397K 0.1% 0 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: restricted; 2024Q4: 1,273 shares; 2025Q1: not loaded; 2025Q2: 1,617 shares; 2025Q3: 1,482 shares; 2025Q4: 1,730 shares 1,730 $396K 0.1% +248 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: restricted; 2024Q4: 1,685 shares; 2025Q1: not loaded; 2025Q2: 4,185 shares; 2025Q3: 4,185 shares; 2025Q4: 3,480 shares 3,480 $396K 0.1% -705 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: restricted; 2024Q4: 570 shares; 2025Q1: not loaded; 2025Q2: 864 shares; 2025Q3: 886 shares; 2025Q4: 871 shares 871 $392K 0.09% -15 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: restricted; 2024Q4: 2,908 shares; 2025Q1: not loaded; 2025Q2: 3,004 shares; 2025Q3: 2,673 shares; 2025Q4: 2,381 shares 2,381 $382K 0.09% -292 Timeline LAZ LAZARD INC More: the full row for LAZARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,830 shares; 2025Q1: not loaded; 2025Q2: 7,441 shares; 2025Q3: 7,441 shares; 2025Q4: 7,441 shares 7,441 $361K 0.09% 0 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: restricted; 2024Q4: 4,624 shares; 2025Q1: not loaded; 2025Q2: 6,005 shares; 2025Q3: 5,405 shares; 2025Q4: 5,141 shares 5,141 $359K 0.09% -264 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: restricted; 2024Q4: 2,361 shares; 2025Q1: not loaded; 2025Q2: 2,361 shares; 2025Q3: 2,361 shares; 2025Q4: 2,361 shares 2,361 $357K 0.09% 0 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: restricted; 2024Q4: 710 shares; 2025Q1: not loaded; 2025Q2: 665 shares; 2025Q3: 666 shares; 2025Q4: 1,345 shares 1,345 $346K 0.08% +679 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: restricted; 2024Q4: 110 shares; 2025Q1: not loaded; 2025Q2: 108 shares; 2025Q3: 106 shares; 2025Q4: 101 shares 101 $343K 0.08% -5 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,400 shares; 2025Q1: not loaded; 2025Q2: 6,400 shares; 2025Q3: 6,400 shares; 2025Q4: 6,400 shares 6,400 $342K 0.08% 0 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: restricted; 2024Q4: 2,952 shares; 2025Q1: not loaded; 2025Q2: 2,952 shares; 2025Q3: 2,952 shares; 2025Q4: 2,952 shares 2,952 $340K 0.08% 0 Timeline CWST CASELLA WASTE SYS INC More: the full row for CASELLA WASTE SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,271 shares; 2025Q1: not loaded; 2025Q2: 2,992 shares; 2025Q3: 2,992 shares; 2025Q4: 3,362 shares 3,362 $329K 0.08% +370 Timeline HHH HOWARD HUGHES HOLDINGS INC More: the full row for HOWARD HUGHES HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,768 shares; 2025Q1: not loaded; 2025Q2: 4,044 shares; 2025Q3: 4,044 shares; 2025Q4: 4,044 shares 4,044 $323K 0.08% 0 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,750 shares; 2025Q1: not loaded; 2025Q2: 8,750 shares; 2025Q3: 8,750 shares; 2025Q4: 8,750 shares 8,750 $306K 0.07% 0 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: restricted; 2024Q4: 2,007 shares; 2025Q1: not loaded; 2025Q2: 2,336 shares; 2025Q3: 2,335 shares; 2025Q4: 3,039 shares 3,039 $304K 0.07% +704 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: restricted; 2024Q4: 386 shares; 2025Q1: not loaded; 2025Q2: 292 shares; 2025Q3: 467 shares; 2025Q4: 464 shares 464 $303K 0.07% -3 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,169 shares; 2025Q1: not loaded; 2025Q2: 2,628 shares; 2025Q3: 2,628 shares; 2025Q4: 2,009 shares 2,009 $302K 0.07% -619 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: restricted; 2024Q4: 4,323 shares; 2025Q1: not loaded; 2025Q2: 4,323 shares; 2025Q3: 4,323 shares; 2025Q4: 4,058 shares 4,058 $301K 0.07% -265 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: restricted; 2024Q4: 1,283 shares; 2025Q1: not loaded; 2025Q2: 1,537 shares; 2025Q3: 1,560 shares; 2025Q4: 1,093 shares 1,093 $293K 0.07% -467 Timeline GBCI GLACIER BANCORP INC NEW More: the full row for GLACIER BANCORP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,627 shares; 2025Q1: not loaded; 2025Q2: 6,627 shares; 2025Q3: 6,627 shares; 2025Q4: 6,627 shares 6,627 $292K 0.07% 0 Timeline ASH ASHLAND INC More: the full row for ASHLAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,692 shares; 2025Q1: not loaded; 2025Q2: 4,785 shares; 2025Q3: 4,737 shares; 2025Q4: 4,940 shares 4,940 $290K 0.07% +203 Timeline RBC RBC BEARINGS INC More: the full row for RBC BEARINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 478 shares; 2025Q1: not loaded; 2025Q2: 643 shares; 2025Q3: 643 shares; 2025Q4: 643 shares 643 $288K 0.07% 0 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: restricted; 2024Q4: 619 shares; 2025Q1: not loaded; 2025Q2: 705 shares; 2025Q3: 707 shares; 2025Q4: 816 shares 816 $288K 0.07% +109 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: restricted; 2024Q4: 1,268 shares; 2025Q1: not loaded; 2025Q2: 1,402 shares; 2025Q3: 1,402 shares; 2025Q4: 1,402 shares 1,402 $288K 0.07% 0 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 218 shares; 2025Q1: not loaded; 2025Q2: 218 shares; 2025Q3: 218 shares; 2025Q4: 3,715 shares 3,715 $287K 0.07% +3,497 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: restricted; 2024Q4: 2,760 shares; 2025Q1: not loaded; 2025Q2: 1,320 shares; 2025Q3: 1,871 shares; 2025Q4: 1,612 shares 1,612 $287K 0.07% -259 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: restricted; 2024Q4: 7,161 shares; 2025Q1: not loaded; 2025Q2: 7,179 shares; 2025Q3: 7,667 shares; 2025Q4: 7,711 shares 7,711 $285K 0.07% +44 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,483 shares; 2025Q1: not loaded; 2025Q2: 1,616 shares; 2025Q3: 1,616 shares; 2025Q4: 1,541 shares 1,541 $284K 0.07% -75 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: restricted; 2024Q4: 30 shares; 2025Q1: not loaded; 2025Q2: 88 shares; 2025Q3: 30 shares; 2025Q4: 882 shares 882 $281K 0.07% +852 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: restricted; 2024Q4: 1,216 shares; 2025Q1: not loaded; 2025Q2: 1,716 shares; 2025Q3: 11,654 shares; 2025Q4: 11,614 shares 11,614 $279K 0.07% -40 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: restricted; 2024Q4: 2,116 shares; 2025Q1: not loaded; 2025Q2: 2,116 shares; 2025Q3: 2,116 shares; 2025Q4: 2,116 shares 2,116 $278K 0.07% 0 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 500 shares; 2025Q1: not loaded; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares 500 $276K 0.07% 0 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,683 shares; 2025Q1: not loaded; 2025Q2: 2,683 shares; 2025Q3: 2,683 shares; 2025Q4: 2,683 shares 2,683 $271K 0.07% 0 Timeline NWG NATWEST GROUP PLC More: the full row for NATWEST GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,837 shares; 2025Q1: not loaded; 2025Q2: 17,082 shares; 2025Q3: 17,082 shares; 2025Q4: 15,435 shares 15,435 $270K 0.07% -1,647 Timeline VET VERMILION ENERGY INC More: the full row for VERMILION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,000 shares; 2025Q1: not loaded; 2025Q2: 30,010 shares; 2025Q3: 30,010 shares; 2025Q4: 31,730 shares 31,730 $265K 0.06% +1,720 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: restricted; 2024Q4: 3,225 shares; 2025Q1: not loaded; 2025Q2: 4,344 shares; 2025Q3: 4,344 shares; 2025Q4: 4,344 shares 4,344 $261K 0.06% 0 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 205 shares; 2025Q1: not loaded; 2025Q2: 205 shares; 2025Q3: 205 shares; 2025Q4: 2,600 shares 2,600 $260K 0.06% +2,395 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,391 shares; 2025Q1: not loaded; 2025Q2: 7,039 shares; 2025Q3: 5,687 shares; 2025Q4: 4,270 shares 4,270 $258K 0.06% -1,417 Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 13,122 shares; 2025Q3: 13,122 shares; 2025Q4: 10,061 shares 10,061 $256K 0.06% -3,061 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: restricted; 2024Q4: 6,149 shares; 2025Q1: not loaded; 2025Q2: 8,894 shares; 2025Q3: 9,434 shares; 2025Q4: 5,374 shares 5,374 $250K 0.06% -4,060 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,800 shares; 2025Q1: not loaded; 2025Q2: 4,300 shares; 2025Q3: 4,300 shares; 2025Q4: 5,300 shares 5,300 $249K 0.06% +1,000 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: restricted; 2024Q4: 9,089 shares; 2025Q1: not loaded; 2025Q2: 9,481 shares; 2025Q3: 9,472 shares; 2025Q4: 9,042 shares 9,042 $249K 0.06% -430 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: restricted; 2024Q4: 1,234 shares; 2025Q1: not loaded; 2025Q2: 1,893 shares; 2025Q3: 1,682 shares; 2025Q4: 1,535 shares 1,535 $246K 0.06% -147 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: restricted; 2024Q4: 2,750 shares; 2025Q1: not loaded; 2025Q2: 3,750 shares; 2025Q3: 3,750 shares; 2025Q4: 3,803 shares 3,803 $245K 0.06% +53 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: restricted; 2024Q4: 2,218 shares; 2025Q1: not loaded; 2025Q2: 2,137 shares; 2025Q3: 2,137 shares; 2025Q4: 2,055 shares 2,055 $241K 0.06% -82 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,121 shares; 2025Q1: not loaded; 2025Q2: 1,121 shares; 2025Q3: 1,121 shares; 2025Q4: 2,549 shares 2,549 $240K 0.06% +1,428 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: restricted; 2024Q4: 804 shares; 2025Q1: not loaded; 2025Q2: 804 shares; 2025Q3: 848 shares; 2025Q4: 2,048 shares 2,048 $239K 0.06% +1,200 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: restricted; 2024Q4: 1,460 shares; 2025Q1: not loaded; 2025Q2: 1,628 shares; 2025Q3: 1,628 shares; 2025Q4: 1,460 shares 1,460 $238K 0.06% -168 Timeline ROAD CONSTRUCTION PARTNERS INC More: the full row for CONSTRUCTION PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,274 shares; 2025Q1: not loaded; 2025Q2: 2,930 shares; 2025Q3: 2,162 shares; 2025Q4: 2,162 shares 2,162 $235K 0.06% 0 Timeline AIZ ASSURANT INC More: the full row for ASSURANT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 963 shares 963 $232K 0.06% new Timeline SANM SANMINA CORP More: the full row for SANMINA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,494 shares; 2025Q1: not loaded; 2025Q2: 1,950 shares; 2025Q3: 1,950 shares; 2025Q4: 1,542 shares 1,542 $231K 0.06% -408 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,522 shares; 2025Q1: not loaded; 2025Q2: 9,816 shares; 2025Q3: 4,543 shares; 2025Q4: 5,842 shares 5,842 $224K 0.05% +1,299 Timeline IHI 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: restricted; 2024Q4: 3,555 shares; 2025Q1: not loaded; 2025Q2: 3,555 shares; 2025Q3: 3,555 shares; 2025Q4: 3,555 shares 3,555 $221K 0.05% 0 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,193 shares; 2025Q1: not loaded; 2025Q2: 1,193 shares; 2025Q3: 1,193 shares; 2025Q4: 1,193 shares 1,193 $221K 0.05% 0 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: restricted; 2024Q4: 1,706 shares; 2025Q1: not loaded; 2025Q2: 1,706 shares; 2025Q3: 1,706 shares; 2025Q4: 1,706 shares 1,706 $218K 0.05% 0 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: restricted; 2024Q4: 1,293 shares; 2025Q1: not loaded; 2025Q2: 1,708 shares; 2025Q3: 1,708 shares; 2025Q4: 1,340 shares 1,340 $215K 0.05% -368 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: restricted; 2024Q4: 910 shares; 2025Q1: not loaded; 2025Q2: 1,193 shares; 2025Q3: 1,193 shares; 2025Q4: 1,023 shares 1,023 $214K 0.05% -170 Timeline FPI FARMLAND PARTNERS INC More: the full row for FARMLAND PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 21,800 shares; 2025Q1: not loaded; 2025Q2: 21,800 shares; 2025Q3: 21,800 shares; 2025Q4: 21,800 shares 21,800 $211K 0.05% 0 Timeline RGEN REPLIGEN CORP More: the full row for REPLIGEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 875 shares; 2025Q1: not loaded; 2025Q2: 1,181 shares; 2025Q3: 1,276 shares; 2025Q4: 1,276 shares 1,276 $209K 0.05% 0 Timeline FSV FIRSTSERVICE CORP NEW More: the full row for FIRSTSERVICE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,056 shares; 2025Q1: not loaded; 2025Q2: 1,404 shares; 2025Q3: 1,343 shares; 2025Q4: 1,343 shares 1,343 $209K 0.05% 0 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,509 shares; 2025Q1: not loaded; 2025Q2: 3,530 shares; 2025Q3: 4,275 shares; 2025Q4: 4,470 shares 4,470 $207K 0.05% +195 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: restricted; 2024Q4: 791 shares; 2025Q1: not loaded; 2025Q2: 1,026 shares; 2025Q3: 1,026 shares; 2025Q4: 1,026 shares 1,026 $206K 0.05% 0 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: restricted; 2024Q4: 558 shares; 2025Q1: not loaded; 2025Q2: 649 shares; 2025Q3: 803 shares; 2025Q4: 573 shares 573 $202K 0.05% -230 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: restricted; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 846 shares; 2025Q3: 764 shares; 2025Q4: 764 shares 764 $201K 0.05% 0 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: restricted; 2024Q4: 319 shares; 2025Q1: not loaded; 2025Q2: 548 shares; 2025Q3: 548 shares; 2025Q4: 683 shares 683 $200K 0.05% +135 Timeline DSGX DESCARTES SYS GROUP INC More: the full row for DESCARTES SYS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,604 shares; 2025Q1: not loaded; 2025Q2: 2,118 shares; 2025Q3: 2,285 shares; 2025Q4: 2,285 shares 2,285 $200K 0.05% 0 Timeline MOG-A MOOG INC More: the full row for MOOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 718 shares; 2025Q1: not loaded; 2025Q2: 953 shares; 2025Q3: 953 shares; 2025Q4: 817 shares 817 $199K 0.05% -136 Timeline HDB HDFC BANK LTD More: the full row for HDFC BANK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,327 shares; 2025Q1: not loaded; 2025Q2: 3,041 shares; 2025Q3: 6,082 shares; 2025Q4: 5,438 shares 5,438 $199K 0.05% -644 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: restricted; 2024Q4: 150 shares; 2025Q1: not loaded; 2025Q2: 923 shares; 2025Q3: 1,771 shares; 2025Q4: 1,727 shares 1,727 $195K 0.05% -44 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: restricted; 2024Q4: 699 shares; 2025Q1: not loaded; 2025Q2: 927 shares; 2025Q3: 927 shares; 2025Q4: 765 shares 765 $193K 0.05% -162 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: restricted; 2024Q4: 1,876 shares; 2025Q1: not loaded; 2025Q2: 1,862 shares; 2025Q3: 1,862 shares; 2025Q4: 2,179 shares 2,179 $193K 0.05% +317 Timeline MRCY MERCURY SYS INC More: the full row for MERCURY SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 890 shares; 2025Q1: not loaded; 2025Q2: 2,050 shares; 2025Q3: 2,608 shares; 2025Q4: 2,608 shares 2,608 $190K 0.05% 0 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: restricted; 2024Q4: 560 shares; 2025Q1: not loaded; 2025Q2: 560 shares; 2025Q3: 560 shares; 2025Q4: 560 shares 560 $189K 0.05% 0 Timeline VNO VORNADO RLTY TR More: the full row for VORNADO RLTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,036 shares; 2025Q1: not loaded; 2025Q2: 6,170 shares; 2025Q3: 6,170 shares; 2025Q4: 5,679 shares 5,679 $189K 0.05% -491 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: restricted; 2024Q4: 1,236 shares; 2025Q1: not loaded; 2025Q2: 1,379 shares; 2025Q3: 1,718 shares; 2025Q4: 851 shares 851 $187K 0.05% -867 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: restricted; 2024Q4: 2,529 shares; 2025Q1: not loaded; 2025Q2: 2,529 shares; 2025Q3: 2,529 shares; 2025Q4: 2,529 shares 2,529 $187K 0.05% 0 Timeline MMSI MERIT MED SYS INC More: the full row for MERIT MED SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,427 shares; 2025Q1: not loaded; 2025Q2: 1,950 shares; 2025Q3: 2,119 shares; 2025Q4: 2,119 shares 2,119 $187K 0.05% 0 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: restricted; 2024Q4: 2,035 shares; 2025Q1: not loaded; 2025Q2: 1,934 shares; 2025Q3: 1,938 shares; 2025Q4: 1,916 shares 1,916 $183K 0.04% -22 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: restricted; 2024Q4: 5,512 shares; 2025Q1: not loaded; 2025Q2: 5,512 shares; 2025Q3: 5,512 shares; 2025Q4: 4,112 shares 4,112 $182K 0.04% -1,400 Timeline MDU MDU RES GROUP INC More: the full row for MDU RES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,568 shares; 2025Q1: not loaded; 2025Q2: 2,568 shares; 2025Q3: 2,568 shares; 2025Q4: 9,125 shares 9,125 $178K 0.04% +6,557 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: restricted; 2024Q4: 1,447 shares; 2025Q1: not loaded; 2025Q2: 412 shares; 2025Q3: 612 shares; 2025Q4: 612 shares 612 $178K 0.04% 0 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: restricted; 2024Q4: 292 shares; 2025Q1: not loaded; 2025Q2: 386 shares; 2025Q3: 386 shares; 2025Q4: 386 shares 386 $175K 0.04% 0 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: restricted; 2024Q4: 480 shares; 2025Q1: not loaded; 2025Q2: 526 shares; 2025Q3: 526 shares; 2025Q4: 596 shares 596 $175K 0.04% +70 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: restricted; 2024Q4: 656 shares; 2025Q1: not loaded; 2025Q2: 879 shares; 2025Q3: 1,131 shares; 2025Q4: 1,131 shares 1,131 $173K 0.04% 0 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 949 shares; 2025Q1: not loaded; 2025Q2: 542 shares; 2025Q3: 542 shares; 2025Q4: 1,066 shares 1,066 $173K 0.04% +524 Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 746 shares; 2025Q4: 746 shares 746 $171K 0.04% 0 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: restricted; 2024Q4: 2,104 shares; 2025Q1: not loaded; 2025Q2: 1,010 shares; 2025Q3: 1,225 shares; 2025Q4: 1,057 shares 1,057 $170K 0.04% -168 Timeline SF STIFEL FINL CORP More: the full row for STIFEL FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,150 shares; 2025Q1: not loaded; 2025Q2: 1,506 shares; 2025Q3: 1,506 shares; 2025Q4: 1,341 shares 1,341 $168K 0.04% -165 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: restricted; 2024Q4: 1,655 shares; 2025Q1: not loaded; 2025Q2: 2,239 shares; 2025Q3: 2,373 shares; 2025Q4: 2,373 shares 2,373 $165K 0.04% 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: restricted; 2024Q4: 300 shares; 2025Q1: not loaded; 2025Q2: 1,025 shares; 2025Q3: 2,237 shares; 2025Q4: 2,008 shares 2,008 $164K 0.04% -229 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,224 shares; 2025Q1: not loaded; 2025Q2: 3,313 shares; 2025Q3: 3,313 shares; 2025Q4: 3,313 shares 3,313 $164K 0.04% 0 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: restricted; 2024Q4: 470 shares; 2025Q1: not loaded; 2025Q2: 625 shares; 2025Q3: 625 shares; 2025Q4: 455 shares 455 $164K 0.04% -170 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: restricted; 2024Q4: 1,409 shares; 2025Q1: not loaded; 2025Q2: 1,876 shares; 2025Q3: 1,995 shares; 2025Q4: 1,995 shares 1,995 $164K 0.04% 0 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,638 shares; 2025Q1: not loaded; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 527 shares 527 $163K 0.04% -73 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: restricted; 2024Q4: 382 shares; 2025Q1: not loaded; 2025Q2: 414 shares; 2025Q3: 414 shares; 2025Q4: 714 shares 714 $162K 0.04% +300 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: restricted; 2024Q4: 3,371 shares; 2025Q1: not loaded; 2025Q2: 1,001 shares; 2025Q3: 1,001 shares; 2025Q4: 3,190 shares 3,190 $162K 0.04% +2,189 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 51 shares; 2025Q1: not loaded; 2025Q2: 2,252 shares; 2025Q3: 2,252 shares; 2025Q4: 2,070 shares 2,070 $160K 0.04% -182 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: restricted; 2024Q4: 2,154 shares; 2025Q1: not loaded; 2025Q2: 2,154 shares; 2025Q3: 2,154 shares; 2025Q4: 2,154 shares 2,154 $160K 0.04% 0 Timeline BAX BAXTER INTL INC More: the full row for BAXTER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,350 shares; 2025Q1: not loaded; 2025Q2: 8,350 shares; 2025Q3: 8,350 shares; 2025Q4: 8,350 shares 8,350 $160K 0.04% 0 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: restricted; 2024Q4: 402 shares; 2025Q1: not loaded; 2025Q2: 778 shares; 2025Q3: 778 shares; 2025Q4: 1,300 shares 1,300 $160K 0.04% +522 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: restricted; 2024Q4: 20,576 shares; 2025Q1: not loaded; 2025Q2: 3,277 shares; 2025Q3: 3,276 shares; 2025Q4: 3,120 shares 3,120 $159K 0.04% -156 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: restricted; 2024Q4: 656 shares; 2025Q1: not loaded; 2025Q2: 615 shares; 2025Q3: 615 shares; 2025Q4: 615 shares 615 $158K 0.04% 0 Timeline RGA REINSURANCE GROUP AMER INC More: the full row for REINSURANCE GROUP AMER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 678 shares; 2025Q1: not loaded; 2025Q2: 886 shares; 2025Q3: 886 shares; 2025Q4: 775 shares 775 $158K 0.04% -111 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: restricted; 2024Q4: 585 shares; 2025Q1: not loaded; 2025Q2: 797 shares; 2025Q3: 863 shares; 2025Q4: 863 shares 863 $157K 0.04% 0 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: restricted; 2024Q4: 305 shares; 2025Q1: not loaded; 2025Q2: 305 shares; 2025Q3: 305 shares; 2025Q4: 305 shares 305 $156K 0.04% 0 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: restricted; 2024Q4: 1,013 shares; 2025Q1: not loaded; 2025Q2: 1,013 shares; 2025Q3: 1,013 shares; 2025Q4: 1,013 shares 1,013 $156K 0.04% 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: restricted; 2024Q4: 321 shares; 2025Q1: not loaded; 2025Q2: 424 shares; 2025Q3: 454 shares; 2025Q4: 454 shares 454 $153K 0.04% 0 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: restricted; 2024Q4: 238 shares; 2025Q1: not loaded; 2025Q2: 323 shares; 2025Q3: 323 shares; 2025Q4: 322 shares 322 $151K 0.04% -1 Timeline PFGC PERFORMANCE FOOD GROUP CO More: the full row for PERFORMANCE FOOD GROUP CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,420 shares; 2025Q1: not loaded; 2025Q2: 1,904 shares; 2025Q3: 1,904 shares; 2025Q4: 1,677 shares 1,677 $151K 0.04% -227 Timeline NXT NEXTPOWER INC More: the full row for NEXTPOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,078 shares; 2025Q1: not loaded; 2025Q2: 2,580 shares; 2025Q3: 2,580 shares; 2025Q4: 1,726 shares 1,726 $150K 0.04% -854 Timeline QTWO Q2 HLDGS INC More: the full row for Q2 HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,455 shares; 2025Q1: not loaded; 2025Q2: 1,892 shares; 2025Q3: 2,077 shares; 2025Q4: 2,077 shares 2,077 $150K 0.04% 0 Timeline E ENI SPA More: the full row for ENI SPA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 4,285 shares; 2025Q3: 4,285 shares; 2025Q4: 3,928 shares 3,928 $149K 0.04% -357 Timeline GATX GATX CORP More: the full row for GATX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 743 shares; 2025Q1: not loaded; 2025Q2: 999 shares; 2025Q3: 999 shares; 2025Q4: 864 shares 864 $147K 0.04% -135 Timeline DGII DIGI INTL INC More: the full row for DIGI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,902 shares; 2025Q1: not loaded; 2025Q2: 3,851 shares; 2025Q3: 3,851 shares; 2025Q4: 3,376 shares 3,376 $146K 0.04% -475 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: restricted; 2024Q4: 301 shares; 2025Q1: not loaded; 2025Q2: 224 shares; 2025Q3: 278 shares; 2025Q4: 279 shares 279 $146K 0.04% +1 Timeline SPXC SPX TECHNOLOGIES INC More: the full row for SPX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 536 shares; 2025Q1: not loaded; 2025Q2: 726 shares; 2025Q3: 726 shares; 2025Q4: 726 shares 726 $145K 0.04% 0 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: restricted; 2024Q4: 2,640 shares; 2025Q1: not loaded; 2025Q2: 2,640 shares; 2025Q3: 2,640 shares; 2025Q4: 2,640 shares 2,640 $144K 0.03% 0 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: restricted; 2024Q4: 715 shares; 2025Q1: not loaded; 2025Q2: 1,194 shares; 2025Q3: 1,142 shares; 2025Q4: 1,002 shares 1,002 $144K 0.03% -140 Timeline BPOP POPULAR INC More: the full row for POPULAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 988 shares; 2025Q1: not loaded; 2025Q2: 1,297 shares; 2025Q3: 1,297 shares; 2025Q4: 1,129 shares 1,129 $141K 0.03% -168 Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,933 shares; 2025Q1: not loaded; 2025Q2: 2,916 shares; 2025Q3: 2,916 shares; 2025Q4: 2,911 shares 2,911 $140K 0.03% -5 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: restricted; 2024Q4: 971 shares; 2025Q1: not loaded; 2025Q2: 1,290 shares; 2025Q3: 1,376 shares; 2025Q4: 1,376 shares 1,376 $140K 0.03% 0 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,654 shares; 2025Q1: not loaded; 2025Q2: 2,668 shares; 2025Q3: 2,668 shares; 2025Q4: 2,447 shares 2,447 $139K 0.03% -221 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: restricted; 2024Q4: 290 shares; 2025Q1: not loaded; 2025Q2: 290 shares; 2025Q3: 636 shares; 2025Q4: 636 shares 636 $138K 0.03% 0 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,166 shares; 2025Q1: not loaded; 2025Q2: 753 shares; 2025Q3: 753 shares; 2025Q4: 1,700 shares 1,700 $136K 0.03% +947 Timeline STVN STEVANATO GROUP S P A More: the full row for STEVANATO GROUP S P A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,553 shares; 2025Q1: not loaded; 2025Q2: 6,463 shares; 2025Q3: 6,641 shares; 2025Q4: 6,641 shares 6,641 $134K 0.03% 0 Timeline CWAN CLEARWATER ANALYTICS HLDGS I More: the full row for CLEARWATER ANALYTICS HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,697 shares; 2025Q1: not loaded; 2025Q2: 4,914 shares; 2025Q3: 5,533 shares; 2025Q4: 5,533 shares 5,533 $133K 0.03% 0 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: restricted; 2024Q4: 259 shares; 2025Q1: not loaded; 2025Q2: 25 shares; 2025Q3: 25 shares; 2025Q4: 749 shares 749 $133K 0.03% +724 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: restricted; 2024Q4: 2,595 shares; 2025Q1: not loaded; 2025Q2: 3,229 shares; 2025Q3: 3,229 shares; 2025Q4: 13,124 shares 13,124 $133K 0.03% +9,895 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,686 shares; 2025Q1: not loaded; 2025Q2: 2,186 shares; 2025Q3: 2,186 shares; 2025Q4: 5,544 shares 5,544 $131K 0.03% +3,358 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 336 shares; 2025Q1: not loaded; 2025Q2: 447 shares; 2025Q3: 447 shares; 2025Q4: 386 shares 386 $131K 0.03% -61 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: restricted; 2024Q4: 216 shares; 2025Q1: not loaded; 2025Q2: 293 shares; 2025Q3: 473 shares; 2025Q4: 473 shares 473 $130K 0.03% 0 Timeline MUR MURPHY OIL CORP More: the full row for MURPHY OIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,456 shares; 2025Q1: not loaded; 2025Q2: 4,435 shares; 2025Q3: 4,435 shares; 2025Q4: 4,150 shares 4,150 $130K 0.03% -285 Timeline MFG MIZUHO FINANCIAL GROUP INC More: the full row for MIZUHO FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,588 shares 17,588 $129K 0.03% new Timeline FCFS FIRSTCASH HOLDINGS INC More: the full row for FIRSTCASH HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 694 shares; 2025Q1: not loaded; 2025Q2: 941 shares; 2025Q3: 941 shares; 2025Q4: 806 shares 806 $128K 0.03% -135 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: restricted; 2024Q4: 412 shares; 2025Q1: not loaded; 2025Q2: 554 shares; 2025Q3: 554 shares; 2025Q4: 554 shares 554 $127K 0.03% 0 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: restricted; 2024Q4: 31,745 shares; 2025Q1: not loaded; 2025Q2: 5,651 shares; 2025Q3: 5,651 shares; 2025Q4: 5,651 shares 5,651 $126K 0.03% 0 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 634 shares; 2025Q1: not loaded; 2025Q2: 850 shares; 2025Q3: 850 shares; 2025Q4: 750 shares 750 $126K 0.03% -100 Timeline CCC CCC INTELLIGENT SOLUTIONS HL More: the full row for CCC INTELLIGENT SOLUTIONS HL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,386 shares; 2025Q1: not loaded; 2025Q2: 15,571 shares; 2025Q3: 15,571 shares; 2025Q4: 15,571 shares 15,571 $124K 0.03% 0 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,729 shares; 2025Q1: not loaded; 2025Q2: 2,173 shares; 2025Q3: 2,173 shares; 2025Q4: 1,944 shares 1,944 $123K 0.03% -229 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: restricted; 2024Q4: 20 shares; 2025Q1: not loaded; 2025Q2: 272 shares; 2025Q3: 272 shares; 2025Q4: 272 shares 272 $123K 0.03% 0 Timeline UBSI UNITED BANKSHARES INC WEST V More: the full row for UNITED BANKSHARES INC WEST V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,683 shares; 2025Q1: not loaded; 2025Q2: 3,599 shares; 2025Q3: 3,599 shares; 2025Q4: 3,192 shares 3,192 $123K 0.03% -407 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: restricted; 2024Q4: 1,429 shares; 2025Q1: not loaded; 2025Q2: 1,381 shares; 2025Q3: 1,828 shares; 2025Q4: 1,828 shares 1,828 $123K 0.03% 0 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: restricted; 2024Q4: 701 shares; 2025Q1: not loaded; 2025Q2: 925 shares; 2025Q3: 983 shares; 2025Q4: 983 shares 983 $122K 0.03% 0 Timeline RNR RENAISSANCERE HLDGS LTD More: the full row for RENAISSANCERE HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 369 shares; 2025Q1: not loaded; 2025Q2: 491 shares; 2025Q3: 491 shares; 2025Q4: 434 shares 434 $122K 0.03% -57 Timeline SSD SIMPSON MFG INC More: the full row for SIMPSON MFG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 556 shares; 2025Q1: not loaded; 2025Q2: 750 shares; 2025Q3: 750 shares; 2025Q4: 750 shares 750 $121K 0.03% 0 Timeline NOVT NOVANTA INC More: the full row for NOVANTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 749 shares; 2025Q1: not loaded; 2025Q2: 1,013 shares; 2025Q3: 1,013 shares; 2025Q4: 1,013 shares 1,013 $121K 0.03% 0 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 304 shares; 2025Q1: not loaded; 2025Q2: 404 shares; 2025Q3: 404 shares; 2025Q4: 348 shares 348 $120K 0.03% -56 Timeline FHN FIRST HORIZON CORPORATION More: the full row for FIRST HORIZON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,017 shares 5,017 $120K 0.03% new Timeline MIDD MIDDLEBY CORP More: the full row for MIDDLEBY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 687 shares; 2025Q1: not loaded; 2025Q2: 927 shares; 2025Q3: 927 shares; 2025Q4: 806 shares 806 $120K 0.03% -121 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,623 shares; 2025Q1: not loaded; 2025Q2: 2,516 shares; 2025Q3: 2,516 shares; 2025Q4: 2,487 shares 2,487 $120K 0.03% -29 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: restricted; 2024Q4: 457 shares; 2025Q1: not loaded; 2025Q2: 442 shares; 2025Q3: 442 shares; 2025Q4: 438 shares 438 $119K 0.03% -4 Timeline LVS LAS VEGAS SANDS CORP More: the full row for LAS VEGAS SANDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,010 shares; 2025Q1: not loaded; 2025Q2: 1,010 shares; 2025Q3: 710 shares; 2025Q4: 1,801 shares 1,801 $117K 0.03% +1,091 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: restricted; 2024Q4: 480 shares; 2025Q1: not loaded; 2025Q2: 480 shares; 2025Q3: 478 shares; 2025Q4: 883 shares 883 $117K 0.03% +405 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: restricted; 2024Q4: 842 shares; 2025Q1: not loaded; 2025Q2: 842 shares; 2025Q3: 842 shares; 2025Q4: 842 shares 842 $117K 0.03% 0 Timeline DFUV 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: restricted; 2024Q4: 2,497 shares; 2025Q1: not loaded; 2025Q2: 2,497 shares; 2025Q3: 2,497 shares; 2025Q4: 2,497 shares 2,497 $116K 0.03% 0 Timeline JBTM JBT MAREL CORPORATION More: the full row for JBT MAREL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 541 shares; 2025Q1: not loaded; 2025Q2: 744 shares; 2025Q3: 766 shares; 2025Q4: 766 shares 766 $115K 0.03% 0 Timeline AVT AVNET INC More: the full row for AVNET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,127 shares; 2025Q1: not loaded; 2025Q2: 2,746 shares; 2025Q3: 2,746 shares; 2025Q4: 2,398 shares 2,398 $115K 0.03% -348 Timeline FDT FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,450 shares; 2025Q1: not loaded; 2025Q2: 1,450 shares; 2025Q3: 1,450 shares; 2025Q4: 1,450 shares 1,450 $115K 0.03% 0 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: restricted; 2024Q4: 608 shares; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 921 shares 921 $115K 0.03% new 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: restricted; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 471 shares; 2025Q3: 847 shares; 2025Q4: 505 shares 505 $114K 0.03% -342 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: restricted; 2024Q4: 1,513 shares; 2025Q1: not loaded; 2025Q2: 4,105 shares; 2025Q3: 4,889 shares; 2025Q4: 4,433 shares 4,433 $113K 0.03% -456 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: restricted; 2024Q4: 336 shares; 2025Q1: not loaded; 2025Q2: 314 shares; 2025Q3: 281 shares; 2025Q4: 241 shares 241 $113K 0.03% -40 Timeline MSA MSA SAFETY INC More: the full row for MSA SAFETY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 520 shares; 2025Q1: not loaded; 2025Q2: 695 shares; 2025Q3: 695 shares; 2025Q4: 695 shares 695 $111K 0.03% 0 Timeline BXP BXP INC More: the full row for BXP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,640 shares; 2025Q1: not loaded; 2025Q2: 1,640 shares; 2025Q3: 1,640 shares; 2025Q4: 1,640 shares 1,640 $111K 0.03% 0 Timeline FTC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 688 shares; 2025Q1: not loaded; 2025Q2: 688 shares; 2025Q3: 688 shares; 2025Q4: 688 shares 688 $110K 0.03% 0 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: restricted; 2024Q4: 702 shares; 2025Q1: not loaded; 2025Q2: 901 shares; 2025Q3: 1,492 shares; 2025Q4: 1,492 shares 1,492 $109K 0.03% 0 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: restricted; 2024Q4: 2,409 shares; 2025Q1: not loaded; 2025Q2: 2,962 shares; 2025Q3: 4,810 shares; 2025Q4: 1,373 shares 1,373 $108K 0.03% -3,437 Timeline INSM INSMED INC More: the full row for INSMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 279 shares; 2025Q3: 620 shares; 2025Q4: 620 shares 620 $108K 0.03% 0 Timeline ATKR ATKORE INC More: the full row for ATKORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,687 shares 1,687 $107K 0.03% new Timeline PNFP PINNACLE FINANCIAL PARTNERS More: the full row for PINNACLE FINANCIAL PARTNERS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 955 shares; 2025Q1: not loaded; 2025Q2: 1,267 shares; 2025Q3: 1,267 shares; 2025Q4: 1,118 shares 1,118 $107K 0.03% -149 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 471 shares; 2025Q1: not loaded; 2025Q2: 417 shares; 2025Q3: 186 shares; 2025Q4: 186 shares 186 $106K 0.03% 0 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,291 shares; 2025Q1: not loaded; 2025Q2: 2,126 shares; 2025Q3: 2,126 shares; 2025Q4: 2,126 shares 2,126 $104K 0.03% 0 Timeline SPMD 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: restricted; 2024Q4: 1,776 shares; 2025Q1: not loaded; 2025Q2: 1,776 shares; 2025Q3: 1,776 shares; 2025Q4: 1,776 shares 1,776 $103K 0.02% 0 Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,142 shares; 2025Q1: not loaded; 2025Q2: 2,142 shares; 2025Q3: 2,142 shares; 2025Q4: 2,142 shares 2,142 $102K 0.02% 0 Timeline EGP EASTGROUP PPTYS INC More: the full row for EASTGROUP PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 500 shares; 2025Q1: not loaded; 2025Q2: 662 shares; 2025Q3: 662 shares; 2025Q4: 574 shares 574 $102K 0.02% -88 Timeline EVI EVI INDS INC More: the full row for EVI INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,157 shares; 2025Q1: not loaded; 2025Q2: 4,135 shares; 2025Q3: 4,135 shares; 2025Q4: 4,135 shares 4,135 $102K 0.02% 0 Timeline UMBF UMB FINL CORP More: the full row for UMB FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 1,001 shares; 2025Q3: 1,001 shares; 2025Q4: 882 shares 882 $101K 0.02% -119 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: restricted; 2024Q4: 240 shares; 2025Q1: not loaded; 2025Q2: 214 shares; 2025Q3: 1,706 shares; 2025Q4: 1,583 shares 1,583 $101K 0.02% -123 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: restricted; 2024Q4: 1,015 shares; 2025Q1: not loaded; 2025Q2: 1,015 shares; 2025Q3: 1,015 shares; 2025Q4: 1,015 shares 1,015 $101K 0.02% 0 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: restricted; 2024Q4: 31 shares; 2025Q1: not loaded; 2025Q2: 43 shares; 2025Q3: 43 shares; 2025Q4: 174 shares 174 $99.2K 0.02% +131 Timeline WSBC WESBANCO INC More: the full row for WESBANCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,518 shares; 2025Q1: not loaded; 2025Q2: 3,417 shares; 2025Q3: 3,417 shares; 2025Q4: 2,975 shares 2,975 $98.9K 0.02% -442 Timeline EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 942 shares 942 $98.6K 0.02% new Timeline SBRA SABRA HEALTH CARE REIT INC More: the full row for SABRA HEALTH CARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,000 shares; 2025Q1: not loaded; 2025Q2: 5,200 shares; 2025Q3: 5,200 shares; 2025Q4: 5,200 shares 5,200 $98.5K 0.02% 0 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 100 shares; 2025Q1: not loaded; 2025Q2: 507 shares; 2025Q3: 507 shares; 2025Q4: 460 shares 460 $98.5K 0.02% -47 Timeline PR PERMIAN RESOURCES CORP More: the full row for PERMIAN RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,000 shares; 2025Q1: not loaded; 2025Q2: 5,500 shares; 2025Q3: 5,500 shares; 2025Q4: 7,009 shares 7,009 $98.3K 0.02% +1,509 Timeline VTWO 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: restricted; 2024Q4: 982 shares; 2025Q1: not loaded; 2025Q2: 982 shares; 2025Q3: 982 shares; 2025Q4: 982 shares 982 $97.7K 0.02% 0 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: restricted; 2024Q4: 1,333 shares; 2025Q1: not loaded; 2025Q2: 1,325 shares; 2025Q3: 1,325 shares; 2025Q4: 1,218 shares 1,218 $96.7K 0.02% -107 Timeline SEE SEALED AIR CORP NEW More: the full row for SEALED AIR CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,973 shares; 2025Q1: not loaded; 2025Q2: 2,631 shares; 2025Q3: 2,631 shares; 2025Q4: 2,315 shares 2,315 $95.9K 0.02% -316 Timeline STAG STAG INDUSTRIAL INC More: the full row for STAG INDUSTRIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,243 shares; 2025Q1: not loaded; 2025Q2: 2,979 shares; 2025Q3: 2,979 shares; 2025Q4: 2,608 shares 2,608 $95.9K 0.02% -371 Timeline SNDR SCHNEIDER NATIONAL INC More: the full row for SCHNEIDER NATIONAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,044 shares; 2025Q1: not loaded; 2025Q2: 4,237 shares; 2025Q3: 4,237 shares; 2025Q4: 3,585 shares 3,585 $95.1K 0.02% -652 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: restricted; 2024Q4: 3,172 shares; 2025Q1: not loaded; 2025Q2: 3,172 shares; 2025Q3: 2,172 shares; 2025Q4: 2,172 shares 2,172 $94.7K 0.02% 0 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: restricted; 2024Q4: 60 shares; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 263 shares 263 $92.2K 0.02% new 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: restricted; 2024Q4: 5,384 shares; 2025Q1: not loaded; 2025Q2: 5,584 shares; 2025Q3: 5,584 shares; 2025Q4: 5,584 shares 5,584 $92.1K 0.02% 0 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,267 shares; 2025Q1: not loaded; 2025Q2: 1,267 shares; 2025Q3: 1,267 shares; 2025Q4: 1,267 shares 1,267 $91.8K 0.02% 0 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: restricted; 2024Q4: 6,944 shares; 2025Q1: not loaded; 2025Q2: 6,944 shares; 2025Q3: 6,944 shares; 2025Q4: 6,944 shares 6,944 $91.1K 0.02% 0 Timeline PCTY PAYLOCITY HLDG CORP More: the full row for PAYLOCITY HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 597 shares; 2025Q3: 597 shares; 2025Q4: 597 shares 597 $91K 0.02% 0 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: restricted; 2024Q4: 119 shares; 2025Q1: not loaded; 2025Q2: 110 shares; 2025Q3: 111 shares; 2025Q4: 111 shares 111 $89.8K 0.02% 0 Timeline DAR DARLING INGREDIENTS INC More: the full row for DARLING INGREDIENTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,053 shares; 2025Q1: not loaded; 2025Q2: 2,790 shares; 2025Q3: 2,790 shares; 2025Q4: 2,489 shares 2,489 $89.6K 0.02% -301 Timeline FTA FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,037 shares; 2025Q1: not loaded; 2025Q2: 1,037 shares; 2025Q3: 1,037 shares; 2025Q4: 1,037 shares 1,037 $89.3K 0.02% 0 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: restricted; 2024Q4: 2,964 shares; 2025Q1: not loaded; 2025Q2: 1,013 shares; 2025Q3: 780 shares; 2025Q4: 780 shares 780 $88.7K 0.02% 0 Timeline CRL CHARLES RIV LABS INTL INC More: the full row for CHARLES RIV LABS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 375 shares; 2025Q1: not loaded; 2025Q2: 509 shares; 2025Q3: 509 shares; 2025Q4: 442 shares 442 $88.2K 0.02% -67 Timeline LCII LCI INDS More: the full row for LCI INDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 530 shares; 2025Q1: not loaded; 2025Q2: 726 shares; 2025Q3: 726 shares; 2025Q4: 726 shares 726 $88.1K 0.02% 0 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: restricted; 2024Q4: 1,667 shares; 2025Q1: not loaded; 2025Q2: 1,667 shares; 2025Q3: 1,667 shares; 2025Q4: 1,667 shares 1,667 $88.1K 0.02% 0 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,267 shares 1,267 $87.9K 0.02% new Timeline SGDM SPROTT ETF TRUST More: the full row for SPROTT ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 1,250 shares; 2025Q3: 1,250 shares; 2025Q4: 1,250 shares 1,250 $87K 0.02% 0 Timeline RRX REGAL REXNORD CORPORATION More: the full row for REGAL REXNORD CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 636 shares; 2025Q1: not loaded; 2025Q2: 992 shares; 2025Q3: 1,482 shares; 2025Q4: 617 shares 617 $86.6K 0.02% -865 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: restricted; 2024Q4: 3,888 shares; 2025Q1: not loaded; 2025Q2: 4,340 shares; 2025Q3: 4,340 shares; 2025Q4: 1,007 shares 1,007 $86.1K 0.02% -3,333 Timeline HNRG HALLADOR ENERGY COMPANY More: the full row for HALLADOR ENERGY COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 4,500 shares; 2025Q3: 4,500 shares; 2025Q4: 4,500 shares 4,500 $85.7K 0.02% 0 Timeline VOYA VOYA FINANCIAL INC More: the full row for VOYA FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,150 shares 1,150 $85.7K 0.02% new Timeline ENTG ENTEGRIS INC More: the full row for ENTEGRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 919 shares; 2025Q1: not loaded; 2025Q2: 1,177 shares; 2025Q3: 1,177 shares; 2025Q4: 1,015 shares 1,015 $85.5K 0.02% -162 Timeline EXP EAGLE MATLS INC More: the full row for EAGLE MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 413 shares 413 $85.4K 0.02% new Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 211 shares; 2025Q1: not loaded; 2025Q2: 191 shares; 2025Q3: 191 shares; 2025Q4: 191 shares 191 $84.9K 0.02% 0 Timeline NSA NATIONAL STORAGE AFFILIATES More: the full row for NATIONAL STORAGE AFFILIATES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,000 shares; 2025Q1: not loaded; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares 3,000 $84.6K 0.02% 0 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: restricted; 2024Q4: 1,063 shares; 2025Q1: not loaded; 2025Q2: 1,438 shares; 2025Q3: 1,438 shares; 2025Q4: 1,438 shares 1,438 $84.6K 0.02% 0 Timeline DTD 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: restricted; 2024Q4: 986 shares; 2025Q1: not loaded; 2025Q2: 986 shares; 2025Q3: 986 shares; 2025Q4: 986 shares 986 $83.7K 0.02% 0 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: restricted; 2024Q4: 151 shares; 2025Q1: not loaded; 2025Q2: 111 shares; 2025Q3: 111 shares; 2025Q4: 111 shares 111 $83.7K 0.02% 0 Timeline DBEU DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,838 shares; 2025Q1: not loaded; 2025Q2: 1,764 shares; 2025Q3: 1,764 shares; 2025Q4: 1,743 shares 1,743 $83.7K 0.02% -21 Timeline WK WORKIVA INC More: the full row for WORKIVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 717 shares; 2025Q1: not loaded; 2025Q2: 969 shares; 2025Q3: 969 shares; 2025Q4: 969 shares 969 $83.6K 0.02% 0 Timeline AAON AAON INC More: the full row for AAON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,096 shares 1,096 $83.6K 0.02% new Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 118 shares; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 326 shares 326 $83.5K 0.02% new 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: restricted; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 404 shares 404 $83.3K 0.02% new Timeline NOV NOV INC More: the full row for NOV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,461 shares; 2025Q1: not loaded; 2025Q2: 5,879 shares; 2025Q3: 5,879 shares; 2025Q4: 5,302 shares 5,302 $82.9K 0.02% -577 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 186 shares 186 $82.6K 0.02% new Timeline WBS WEBSTER FINL CORP More: the full row for WEBSTER FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,107 shares; 2025Q1: not loaded; 2025Q2: 1,463 shares; 2025Q3: 1,463 shares; 2025Q4: 1,291 shares 1,291 $81.3K 0.02% -172 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: restricted; 2024Q4: 280 shares; 2025Q1: not loaded; 2025Q2: 280 shares; 2025Q3: 280 shares; 2025Q4: 280 shares 280 $80.8K 0.02% 0 Timeline WEX WEX INC More: the full row for WEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 488 shares; 2025Q1: not loaded; 2025Q2: 644 shares; 2025Q3: 644 shares; 2025Q4: 541 shares 541 $80.6K 0.02% -103 Timeline BKH BLACK HILLS CORP More: the full row for BLACK HILLS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 900 shares; 2025Q1: not loaded; 2025Q2: 900 shares; 2025Q3: 1,649 shares; 2025Q4: 1,153 shares 1,153 $80K 0.02% -496 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: restricted; 2024Q4: 933 shares; 2025Q1: not loaded; 2025Q2: 890 shares; 2025Q3: 890 shares; 2025Q4: 1,780 shares 1,780 $79.6K 0.02% +890 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: restricted; 2024Q4: 1,836 shares; 2025Q1: not loaded; 2025Q2: 1,836 shares; 2025Q3: 1,478 shares; 2025Q4: 1,478 shares 1,478 $79.6K 0.02% 0 Timeline VGK 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: restricted; 2024Q4: 900 shares; 2025Q1: not loaded; 2025Q2: 900 shares; 2025Q3: 951 shares; 2025Q4: 951 shares 951 $79.5K 0.02% 0 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: restricted; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 70 shares; 2025Q3: 70 shares; 2025Q4: 1,478 shares 1,478 $79.2K 0.02% +1,408 Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 194 shares; 2025Q3: 310 shares; 2025Q4: 345 shares 345 $79K 0.02% +35 Timeline PSO PEARSON PLC More: the full row for PEARSON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,585 shares; 2025Q1: not loaded; 2025Q2: 5,585 shares; 2025Q3: 5,585 shares; 2025Q4: 5,585 shares 5,585 $78.4K 0.02% 0 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: restricted; 2024Q4: 542 shares; 2025Q1: not loaded; 2025Q2: 542 shares; 2025Q3: 542 shares; 2025Q4: 542 shares 542 $77.8K 0.02% 0 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 919 shares; 2025Q1: not loaded; 2025Q2: 819 shares; 2025Q3: 405 shares; 2025Q4: 562 shares 562 $77.4K 0.02% +157 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,109 shares; 2025Q1: not loaded; 2025Q2: 1,109 shares; 2025Q3: 1,109 shares; 2025Q4: 1,109 shares 1,109 $77.3K 0.02% 0 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,074 shares; 2025Q1: not loaded; 2025Q2: 3,386 shares; 2025Q3: 2,940 shares; 2025Q4: 2,563 shares 2,563 $76.6K 0.02% -377 Timeline AKAM AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 875 shares 875 $76.3K 0.02% new Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 616 shares; 2025Q1: not loaded; 2025Q2: 522 shares; 2025Q3: 527 shares; 2025Q4: 530 shares 530 $76K 0.02% +3 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: restricted; 2024Q4: 125 shares; 2025Q1: not loaded; 2025Q2: 125 shares; 2025Q3: 125 shares; 2025Q4: 125 shares 125 $75.4K 0.02% 0 Timeline TKR TIMKEN CO More: the full row for TIMKEN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 825 shares; 2025Q1: not loaded; 2025Q2: 1,015 shares; 2025Q3: 1,015 shares; 2025Q4: 888 shares 888 $74.7K 0.02% -127 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: restricted; 2024Q4: 285 shares; 2025Q1: not loaded; 2025Q2: 225 shares; 2025Q3: 225 shares; 2025Q4: 225 shares 225 $72.9K 0.02% 0 Timeline RYAAY RYANAIR HOLDINGS PLC More: the full row for RYANAIR HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 915 shares; 2025Q1: not loaded; 2025Q2: 1,140 shares; 2025Q3: 1,140 shares; 2025Q4: 1,009 shares 1,009 $72.8K 0.02% -131 Timeline CBT CABOT CORP More: the full row for CABOT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 911 shares; 2025Q1: not loaded; 2025Q2: 1,232 shares; 2025Q3: 1,232 shares; 2025Q4: 1,067 shares 1,067 $70.7K 0.02% -165 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: restricted; 2024Q4: 500 shares; 2025Q1: not loaded; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares 500 $70.6K 0.02% 0 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,360 shares; 2025Q1: not loaded; 2025Q2: 10,369 shares; 2025Q3: 8,577 shares; 2025Q4: 3,390 shares 3,390 $70K 0.02% -5,187 Timeline SBSI SOUTHSIDE BANCSHARES INC More: the full row for SOUTHSIDE BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,278 shares; 2025Q1: not loaded; 2025Q2: 2,278 shares; 2025Q3: 2,278 shares; 2025Q4: 2,278 shares 2,278 $69.2K 0.02% 0 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 397 shares; 2025Q1: not loaded; 2025Q2: 364 shares; 2025Q3: 365 shares; 2025Q4: 374 shares 374 $69K 0.02% +9 Timeline DLB DOLBY LABORATORIES INC More: the full row for DOLBY LABORATORIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,070 shares 1,070 $68.7K 0.02% new Timeline NCNO NCINO INC More: the full row for NCINO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,115 shares; 2025Q1: not loaded; 2025Q2: 1,492 shares; 2025Q3: 1,492 shares; 2025Q4: 2,673 shares 2,673 $68.5K 0.02% +1,181 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: restricted; 2024Q4: 700 shares; 2025Q1: not loaded; 2025Q2: 700 shares; 2025Q3: 700 shares; 2025Q4: 700 shares 700 $67.8K 0.02% 0 Timeline TMFE RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,304 shares; 2025Q1: not loaded; 2025Q2: 2,304 shares; 2025Q3: 2,304 shares; 2025Q4: 2,304 shares 2,304 $67.2K 0.02% 0 Timeline DXJ 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: restricted; 2024Q4: 485 shares; 2025Q1: not loaded; 2025Q2: 466 shares; 2025Q3: 466 shares; 2025Q4: 460 shares 460 $66.3K 0.02% -6 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: restricted; 2024Q4: 1,100 shares; 2025Q1: not loaded; 2025Q2: 1,100 shares; 2025Q3: 1,100 shares; 2025Q4: 1,100 shares 1,100 $66.2K 0.02% 0 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,838 shares; 2025Q1: not loaded; 2025Q2: 13,758 shares; 2025Q3: 13,053 shares; 2025Q4: 2,312 shares 2,312 $65.3K 0.02% -10,741 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: restricted; 2024Q4: 677 shares; 2025Q1: not loaded; 2025Q2: 677 shares; 2025Q3: 677 shares; 2025Q4: 862 shares 862 $65K 0.02% +185 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: restricted; 2024Q4: 1,123 shares; 2025Q1: not loaded; 2025Q2: 1,123 shares; 2025Q3: 1,123 shares; 2025Q4: 1,423 shares 1,423 $64.8K 0.02% +300 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: restricted; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 74 shares; 2025Q3: 116 shares; 2025Q4: 96 shares 96 $64.7K 0.02% -20 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 200 shares; 2025Q3: 1,976 shares; 2025Q4: 2,432 shares 2,432 $63.7K 0.02% +456 Timeline BBD BANCO BRADESCO S A More: the full row for BANCO BRADESCO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 21,072 shares; 2025Q3: 21,072 shares; 2025Q4: 19,095 shares 19,095 $63.6K 0.02% -1,977 Timeline AIN ALBANY INTL CORP More: the full row for ALBANY INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,045 shares; 2025Q1: not loaded; 2025Q2: 1,434 shares; 2025Q3: 1,434 shares; 2025Q4: 1,253 shares 1,253 $63.5K 0.02% -181 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: restricted; 2024Q4: 158 shares; 2025Q1: not loaded; 2025Q2: 515 shares; 2025Q3: 444 shares; 2025Q4: 429 shares 429 $62.9K 0.02% -15 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: restricted; 2024Q4: 904 shares; 2025Q1: not loaded; 2025Q2: 904 shares; 2025Q3: 904 shares; 2025Q4: 904 shares 904 $62.8K 0.02% 0 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: restricted; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 315 shares 315 $61.5K 0.01% new 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: restricted; 2024Q4: 1,629 shares; 2025Q1: not loaded; 2025Q2: 1,810 shares; 2025Q3: 1,933 shares; 2025Q4: 728 shares 728 $61.3K 0.01% -1,205 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 183 shares; 2025Q3: 280 shares; 2025Q4: 308 shares 308 $60.7K 0.01% +28 Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,300 shares; 2025Q1: not loaded; 2025Q2: 3,300 shares; 2025Q3: 3,300 shares; 2025Q4: 3,300 shares 3,300 $59.3K 0.01% 0 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 761 shares; 2025Q1: not loaded; 2025Q2: 980 shares; 2025Q3: 980 shares; 2025Q4: 236 shares 236 $59.2K 0.01% -744 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,395 shares; 2025Q1: not loaded; 2025Q2: 636 shares; 2025Q3: 456 shares; 2025Q4: 456 shares 456 $58.8K 0.01% 0 Timeline SPSC SPS COMM INC More: the full row for SPS COMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 657 shares; 2025Q1: not loaded; 2025Q2: 896 shares; 2025Q3: 947 shares; 2025Q4: 657 shares 657 $58.6K 0.01% -290 Timeline BURL BURLINGTON STORES INC More: the full row for BURLINGTON STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 202 shares 202 $58.3K 0.01% new Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,448 shares; 2025Q1: not loaded; 2025Q2: 1,032 shares; 2025Q3: 1,032 shares; 2025Q4: 990 shares 990 $58K 0.01% -42 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: restricted; 2024Q4: 442 shares; 2025Q1: not loaded; 2025Q2: 230 shares; 2025Q3: 230 shares; 2025Q4: 230 shares 230 $57.6K 0.01% 0 Timeline QIAGEN N.V. QIAGEN N.V. More: the full row for QIAGEN N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 1,377 shares; 2025Q3: 1,377 shares; 2025Q4: 1,261 shares 1,261 $56.7K 0.01% -116 CVNA CARVANA CO More: the full row for CARVANA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 496 shares; 2025Q1: not loaded; 2025Q2: 75 shares; 2025Q3: 181 shares; 2025Q4: 133 shares 133 $56.1K 0.01% -48 Timeline KAI KADANT INC More: the full row for KADANT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 75 shares; 2025Q1: not loaded; 2025Q2: 196 shares; 2025Q3: 196 shares; 2025Q4: 196 shares 196 $55.9K 0.01% 0 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: restricted; 2024Q4: 400 shares; 2025Q1: not loaded; 2025Q2: 538 shares; 2025Q3: 538 shares; 2025Q4: 400 shares 400 $55.1K 0.01% -138 Timeline ECG EVERUS CONSTR GROUP More: the full row for EVERUS CONSTR GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 642 shares; 2025Q3: 642 shares; 2025Q4: 642 shares 642 $54.9K 0.01% 0 Timeline ALC ALCON AG More: the full row for ALCON AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 50 shares; 2025Q1: not loaded; 2025Q2: 73 shares; 2025Q3: 73 shares; 2025Q4: 693 shares 693 $54.6K 0.01% +620 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: restricted; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 357 shares; 2025Q3: 357 shares; 2025Q4: 404 shares 404 $54.6K 0.01% +47 Timeline BWA BORGWARNER INC More: the full row for BORGWARNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,126 shares; 2025Q1: not loaded; 2025Q2: 1,406 shares; 2025Q3: 1,406 shares; 2025Q4: 1,208 shares 1,208 $54.4K 0.01% -198 Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 550 shares; 2025Q1: not loaded; 2025Q2: 550 shares; 2025Q3: 550 shares; 2025Q4: 550 shares 550 $54.3K 0.01% 0 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: restricted; 2024Q4: 100 shares; 2025Q1: not loaded; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 150 shares 150 $54K 0.01% +50 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: restricted; 2024Q4: 158 shares; 2025Q1: not loaded; 2025Q2: 154 shares; 2025Q3: 154 shares; 2025Q4: 208 shares 208 $53.7K 0.01% +54 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 602 shares; 2025Q1: not loaded; 2025Q2: 602 shares; 2025Q3: 602 shares; 2025Q4: 602 shares 602 $53.5K 0.01% 0 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: restricted; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 125 shares; 2025Q3: 125 shares; 2025Q4: 308 shares 308 $53.1K 0.01% +183 Timeline LKQ LKQ CORP More: the full row for LKQ CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,614 shares; 2025Q1: not loaded; 2025Q2: 2,036 shares; 2025Q3: 2,036 shares; 2025Q4: 1,756 shares 1,756 $53K 0.01% -280 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: restricted; 2024Q4: 1,658 shares; 2025Q1: not loaded; 2025Q2: 1,417 shares; 2025Q3: 272 shares; 2025Q4: 272 shares 272 $52.8K 0.01% 0 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: restricted; 2024Q4: 500 shares; 2025Q1: not loaded; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 495 shares 495 $52K 0.01% -5 Timeline IIM INVESCO VALUE MUN INCOME TR More: the full row for INVESCO VALUE MUN INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 4,208 shares; 2025Q3: 4,208 shares; 2025Q4: 4,208 shares 4,208 $51.8K 0.01% 0 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 861 shares; 2025Q3: 861 shares; 2025Q4: 861 shares 861 $51.7K 0.01% 0 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: restricted; 2024Q4: 198 shares; 2025Q1: not loaded; 2025Q2: 150 shares; 2025Q3: 150 shares; 2025Q4: 150 shares 150 $51.4K 0.01% 0 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,733 shares; 2025Q1: not loaded; 2025Q2: 1,775 shares; 2025Q3: 2,184 shares; 2025Q4: 2,184 shares 2,184 $51.1K 0.01% 0 Timeline SMG SCOTTS MIRACLE-GRO CO More: the full row for SCOTTS MIRACLE-GRO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 750 shares; 2025Q1: not loaded; 2025Q2: 1,004 shares; 2025Q3: 1,004 shares; 2025Q4: 869 shares 869 $50.7K 0.01% -135 Timeline UUUU ENERGY FUELS INC More: the full row for ENERGY FUELS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,780 shares; 2025Q1: not loaded; 2025Q2: 3,780 shares; 2025Q3: 3,980 shares; 2025Q4: 3,480 shares 3,480 $50.6K 0.01% -500 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: restricted; 2024Q4: 60 shares; 2025Q1: not loaded; 2025Q2: 89 shares; 2025Q3: 89 shares; 2025Q4: 76 shares 76 $50.3K 0.01% -13 Timeline SON SONOCO PRODS CO More: the full row for SONOCO PRODS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,060 shares; 2025Q1: not loaded; 2025Q2: 1,290 shares; 2025Q3: 1,290 shares; 2025Q4: 1,138 shares 1,138 $49.7K 0.01% -152 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: restricted; 2024Q4: 383 shares; 2025Q1: not loaded; 2025Q2: 406 shares; 2025Q3: 406 shares; 2025Q4: 106 shares 106 $49.5K 0.01% -300 Timeline BEP BROOKFIELD RENEWABLE ENERGY More: the full row for BROOKFIELD RENEWABLE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 680 shares; 2025Q1: not loaded; 2025Q2: 1,330 shares; 2025Q3: 1,830 shares; 2025Q4: 1,830 shares 1,830 $49.4K 0.01% 0 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 576 shares; 2025Q1: not loaded; 2025Q2: 903 shares; 2025Q3: 689 shares; 2025Q4: 219 shares 219 $48.8K 0.01% -470 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: restricted; 2024Q4: 203 shares; 2025Q1: not loaded; 2025Q2: 185 shares; 2025Q3: 186 shares; 2025Q4: 184 shares 184 $47.6K 0.01% -2 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: restricted; 2024Q4: 455 shares; 2025Q1: not loaded; 2025Q2: 455 shares; 2025Q3: 455 shares; 2025Q4: 455 shares 455 $47.4K 0.01% 0 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: restricted; 2024Q4: 198 shares; 2025Q1: not loaded; 2025Q2: 191 shares; 2025Q3: 191 shares; 2025Q4: 191 shares 191 $47.2K 0.01% 0 Timeline MHD BLACKROCK MUNIHOLDINGS FD IN More: the full row for BLACKROCK MUNIHOLDINGS FD IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,977 shares; 2025Q1: not loaded; 2025Q2: 3,977 shares; 2025Q3: 3,977 shares; 2025Q4: 3,977 shares 3,977 $46.7K 0.01% 0 Timeline JHX JAMES HARDIE INDS PLC More: the full row for JAMES HARDIE INDS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,250 shares 2,250 $46.7K 0.01% new Timeline EMN EASTMAN CHEM CO More: the full row for EASTMAN CHEM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 622 shares; 2025Q1: not loaded; 2025Q2: 827 shares; 2025Q3: 827 shares; 2025Q4: 723 shares 723 $46.1K 0.01% -104 Timeline AVB AVALONBAY CMNTYS INC More: the full row for AVALONBAY CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,018 shares; 2025Q1: not loaded; 2025Q2: 286 shares; 2025Q3: 286 shares; 2025Q4: 252 shares 252 $45.7K 0.01% -34 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: restricted; 2024Q4: 518 shares; 2025Q1: not loaded; 2025Q2: 518 shares; 2025Q3: 518 shares; 2025Q4: 518 shares 518 $45.2K 0.01% 0 Timeline KNF KNIFE RIVER CORP More: the full row for KNIFE RIVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 642 shares; 2025Q1: not loaded; 2025Q2: 642 shares; 2025Q3: 642 shares; 2025Q4: 642 shares 642 $45.2K 0.01% 0 Timeline IHG INTERCONTINENTAL HOTELS GROU More: the full row for INTERCONTINENTAL HOTELS GROU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 355 shares; 2025Q3: 355 shares; 2025Q4: 318 shares 318 $44.8K 0.01% -37 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 572 shares; 2025Q1: not loaded; 2025Q2: 694 shares; 2025Q3: 694 shares; 2025Q4: 694 shares 694 $44.7K 0.01% 0 Timeline PEB PEBBLEBROOK HOTEL TR More: the full row for PEBBLEBROOK HOTEL TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,268 shares; 2025Q1: not loaded; 2025Q2: 4,396 shares; 2025Q3: 4,396 shares; 2025Q4: 3,888 shares 3,888 $44K 0.01% -508 Timeline EMF TEMPLETON EMERGING MKTS FD More: the full row for TEMPLETON EMERGING MKTS FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,579 shares; 2025Q1: not loaded; 2025Q2: 2,579 shares; 2025Q3: 2,579 shares; 2025Q4: 2,579 shares 2,579 $43.9K 0.01% 0 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 150 shares; 2025Q1: not loaded; 2025Q2: 150 shares; 2025Q3: 150 shares; 2025Q4: 150 shares 150 $43.5K 0.01% 0 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: restricted; 2024Q4: 16 shares; 2025Q1: not loaded; 2025Q2: 16 shares; 2025Q3: 16 shares; 2025Q4: 436 shares 436 $43.5K 0.01% +420 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: restricted; 2024Q4: 158 shares; 2025Q1: not loaded; 2025Q2: 153 shares; 2025Q3: 153 shares; 2025Q4: 151 shares 151 $43.5K 0.01% -2 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,991 shares; 2025Q1: not loaded; 2025Q2: 3,898 shares; 2025Q3: 1,670 shares; 2025Q4: 1,535 shares 1,535 $43K 0.01% -135 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: restricted; 2024Q4: 104 shares; 2025Q1: not loaded; 2025Q2: 238 shares; 2025Q3: 195 shares; 2025Q4: 195 shares 195 $42.8K 0.01% 0 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 133 shares 133 $42.5K 0.01% new Timeline KRMN KARMAN HLDGS INC More: the full row for KARMAN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 579 shares 579 $42.4K 0.01% new 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: restricted; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 204 shares 204 $41.8K 0.01% new 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: restricted; 2024Q4: 585 shares; 2025Q1: not loaded; 2025Q2: 585 shares; 2025Q3: 585 shares; 2025Q4: 585 shares 585 $41.8K 0.01% 0 Timeline FLS FLOWSERVE CORP More: the full row for FLOWSERVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 600 shares; 2025Q1: not loaded; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 600 shares 600 $41.6K 0.01% 0 Timeline BBWI BATH & BODY WORKS INC More: the full row for BATH & BODY WORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,773 shares; 2025Q1: not loaded; 2025Q2: 2,340 shares; 2025Q3: 2,340 shares; 2025Q4: 2,067 shares 2,067 $41.5K 0.01% -273 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: restricted; 2024Q4: 484 shares; 2025Q1: not loaded; 2025Q2: 459 shares; 2025Q3: 459 shares; 2025Q4: 459 shares 459 $41.3K 0.01% 0 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,175 shares; 2025Q1: not loaded; 2025Q2: 675 shares; 2025Q3: 675 shares; 2025Q4: 675 shares 675 $40.8K 0.01% 0 Timeline JAPN LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 1,200 shares; 2025Q4: 1,580 shares 1,580 $40.6K 0.01% +380 Timeline AA ALCOA CORP More: the full row for ALCOA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 762 shares 762 $40.5K 0.01% new 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: restricted; 2024Q4: 190 shares; 2025Q1: not loaded; 2025Q2: 190 shares; 2025Q3: 190 shares; 2025Q4: 190 shares 190 $40.3K 0.01% 0 Timeline GRID 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: restricted; 2024Q4: 192 shares; 2025Q1: not loaded; 2025Q2: 260 shares; 2025Q3: 260 shares; 2025Q4: 260 shares 260 $39.8K 0.01% 0 Timeline IDU 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: restricted; 2024Q4: 366 shares; 2025Q1: not loaded; 2025Q2: 366 shares; 2025Q3: 366 shares; 2025Q4: 366 shares 366 $39.7K 0.01% 0 Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 369 shares; 2025Q1: not loaded; 2025Q2: 197 shares; 2025Q3: 343 shares; 2025Q4: 301 shares 301 $38.4K 0.01% -42 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: restricted; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 138 shares 138 $37.7K 0.01% new Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 100 shares; 2025Q3: 186 shares; 2025Q4: 127 shares 127 $37.5K 0.01% -59 Timeline DINO HF SINCLAIR CORP More: the full row for HF SINCLAIR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 808 shares; 2025Q1: not loaded; 2025Q2: 1,108 shares; 2025Q3: 1,108 shares; 2025Q4: 808 shares 808 $37.2K 0.01% -300 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 591 shares; 2025Q4: 459 shares 459 $37.2K 0.01% -132 Timeline PEO ADAM NAT RES FD INC More: the full row for ADAM NAT RES FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,695 shares; 2025Q1: not loaded; 2025Q2: 1,695 shares; 2025Q3: 1,695 shares; 2025Q4: 1,695 shares 1,695 $36.8K 0.01% 0 Timeline ARE ALEXANDRIA REAL ESTATE EQ IN More: the full row for ALEXANDRIA REAL ESTATE EQ IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 686 shares; 2025Q1: not loaded; 2025Q2: 874 shares; 2025Q3: 874 shares; 2025Q4: 749 shares 749 $36.7K 0.01% -125 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 400 shares; 2025Q1: not loaded; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares 400 $36.6K 0.01% 0 Timeline CWEN CLEARWAY ENERGY INC More: the full row for CLEARWAY ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,100 shares; 2025Q1: not loaded; 2025Q2: 1,100 shares; 2025Q3: 1,100 shares; 2025Q4: 1,100 shares 1,100 $36.6K 0.01% 0 Timeline