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: not loaded; 2024Q4: 36,574 shares; 2025Q1: 37,081 shares; 2025Q2: 38,356 shares; 2025Q3: 40,545 shares; 2025Q4: 40,800 shares 40,800 $19.7M 5.85% +255 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: not loaded; 2024Q4: 74,195 shares; 2025Q1: 75,533 shares; 2025Q2: 79,115 shares; 2025Q3: 82,997 shares; 2025Q4: 83,022 shares 83,022 $15.5M 4.59% +25 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: not loaded; 2024Q4: 48,039 shares; 2025Q1: 51,620 shares; 2025Q2: 52,741 shares; 2025Q3: 52,388 shares; 2025Q4: 52,066 shares 52,066 $14.2M 4.2% -322 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: not loaded; 2024Q4: 36,988 shares; 2025Q1: 33,430 shares; 2025Q2: 33,791 shares; 2025Q3: 36,566 shares; 2025Q4: 36,947 shares 36,947 $12.8M 3.79% +381 Timeline DDWM 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: not loaded; 2024Q4: 102,106 shares; 2025Q1: 110,592 shares; 2025Q2: 112,066 shares; 2025Q3: 198,007 shares; 2025Q4: 200,163 shares 200,163 $8.72M 2.58% +2,156 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: not loaded; 2024Q4: 44,190 shares; 2025Q1: 46,211 shares; 2025Q2: 46,277 shares; 2025Q3: 47,120 shares; 2025Q4: 46,563 shares 46,563 $6.67M 1.98% -557 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 16,564 shares; 2025Q1: 17,258 shares; 2025Q2: 19,460 shares; 2025Q3: 20,055 shares; 2025Q4: 20,337 shares 20,337 $6.55M 1.94% +282 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: not loaded; 2024Q4: 21,906 shares; 2025Q1: 24,137 shares; 2025Q2: 24,471 shares; 2025Q3: 26,411 shares; 2025Q4: 26,979 shares 26,979 $6.16M 1.83% +568 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 25,479 shares; 2025Q1: 24,909 shares; 2025Q2: 26,208 shares; 2025Q3: 26,255 shares; 2025Q4: 26,318 shares 26,318 $6.07M 1.8% +63 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 89,346 shares; 2025Q1: 107,343 shares; 2025Q2: 115,840 shares; 2025Q3: 115,721 shares; 2025Q4: 114,260 shares 114,260 $5.81M 1.72% -1,461 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: not loaded; 2024Q4: 24,379 shares; 2025Q1: 25,652 shares; 2025Q2: 25,979 shares; 2025Q3: 29,060 shares; 2025Q4: 29,495 shares 29,495 $5.75M 1.7% +435 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 18,501 shares; 2025Q1: 17,588 shares; 2025Q2: 18,073 shares; 2025Q3: 17,396 shares; 2025Q4: 17,214 shares 17,214 $5.39M 1.6% -182 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: not loaded; 2024Q4: 21,193 shares; 2025Q1: 23,573 shares; 2025Q2: 23,987 shares; 2025Q3: 25,086 shares; 2025Q4: 25,467 shares 25,467 $5.27M 1.56% +381 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 50,711 shares; 2025Q1: 42,365 shares; 2025Q2: 50,181 shares; 2025Q3: 48,057 shares; 2025Q4: 48,865 shares 48,865 $4.88M 1.45% +808 Timeline IMTM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 70,916 shares; 2025Q1: 85,294 shares; 2025Q2: 85,439 shares; 2025Q3: 86,702 shares; 2025Q4: 89,410 shares 89,410 $4.29M 1.27% +2,708 Timeline IBEX IBEX LTD More: the full row for IBEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 224,691 shares; 2025Q1: 114,691 shares; 2025Q2: 114,691 shares; 2025Q3: 108,491 shares; 2025Q4: 108,491 shares 108,491 $4.14M 1.23% 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: not loaded; 2024Q4: 49,148 shares; 2025Q1: 52,340 shares; 2025Q2: 53,274 shares; 2025Q3: 56,794 shares; 2025Q4: 58,744 shares 58,744 $4.11M 1.22% +1,950 Timeline OMF ONEMAIN HLDGS INC More: the full row for ONEMAIN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 44,143 shares; 2025Q1: 51,728 shares; 2025Q2: 52,813 shares; 2025Q3: 58,372 shares; 2025Q4: 59,752 shares 59,752 $4.04M 1.2% +1,380 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: not loaded; 2024Q4: 14,516 shares; 2025Q1: 14,723 shares; 2025Q2: 14,546 shares; 2025Q3: 12,962 shares; 2025Q4: 12,653 shares 12,653 $3.97M 1.18% -309 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: not loaded; 2024Q4: 11,583 shares; 2025Q1: 11,919 shares; 2025Q2: 12,035 shares; 2025Q3: 13,153 shares; 2025Q4: 13,408 shares 13,408 $3.64M 1.08% +255 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: not loaded; 2024Q4: 10,043 shares; 2025Q1: 9,676 shares; 2025Q2: 9,692 shares; 2025Q3: 10,340 shares; 2025Q4: 10,316 shares 10,316 $3.55M 1.05% -24 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,869 shares; 2025Q1: 4,991 shares; 2025Q2: 5,168 shares; 2025Q3: 5,290 shares; 2025Q4: 5,232 shares 5,232 $3.45M 1.02% -58 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: not loaded; 2024Q4: 10,513 shares; 2025Q1: 10,348 shares; 2025Q2: 10,153 shares; 2025Q3: 9,456 shares; 2025Q4: 9,011 shares 9,011 $3.16M 0.94% -445 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,324 shares; 2025Q1: 9,509 shares; 2025Q2: 9,504 shares; 2025Q3: 10,104 shares; 2025Q4: 10,295 shares 10,295 $3.15M 0.93% +191 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: not loaded; 2024Q4: 20,984 shares; 2025Q1: 21,810 shares; 2025Q2: 22,167 shares; 2025Q3: 23,909 shares; 2025Q4: 24,060 shares 24,060 $3.01M 0.89% +151 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: not loaded; 2024Q4: 20,029 shares; 2025Q1: 21,305 shares; 2025Q2: 22,052 shares; 2025Q3: 24,493 shares; 2025Q4: 24,737 shares 24,737 $2.98M 0.88% +244 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,772 shares; 2025Q1: 2,706 shares; 2025Q2: 2,708 shares; 2025Q3: 2,713 shares; 2025Q4: 2,709 shares 2,709 $2.9M 0.86% -4 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: not loaded; 2024Q4: 2,014 shares; 2025Q1: 15,324 shares; 2025Q2: 15,901 shares; 2025Q3: 17,514 shares; 2025Q4: 17,632 shares 17,632 $2.83M 0.84% +118 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: not loaded; 2024Q4: 6,107 shares; 2025Q1: 6,870 shares; 2025Q2: 6,838 shares; 2025Q3: 6,200 shares; 2025Q4: 5,554 shares 5,554 $2.79M 0.83% -646 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: not loaded; 2024Q4: 3,468 shares; 2025Q1: 3,833 shares; 2025Q2: 3,867 shares; 2025Q3: 3,982 shares; 2025Q4: 3,962 shares 3,962 $2.71M 0.8% -20 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: not loaded; 2024Q4: 2,756 shares; 2025Q1: 2,353 shares; 2025Q2: 3,377 shares; 2025Q3: 3,407 shares; 2025Q4: 3,979 shares 3,979 $2.71M 0.8% +572 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,373 shares; 2025Q1: 5,469 shares; 2025Q2: 5,783 shares; 2025Q3: 6,016 shares; 2025Q4: 5,919 shares 5,919 $2.66M 0.79% -97 Timeline IQDG 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: not loaded; 2024Q4: 74,412 shares; 2025Q1: 56,410 shares; 2025Q2: 57,236 shares; 2025Q3: 62,398 shares; 2025Q4: 63,151 shares 63,151 $2.62M 0.78% +753 Timeline SPIB 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: not loaded; 2024Q4: 40,510 shares; 2025Q1: 73,396 shares; 2025Q2: 74,480 shares; 2025Q3: 74,941 shares; 2025Q4: 77,037 shares 77,037 $2.6M 0.77% +2,096 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: not loaded; 2024Q4: 4,993 shares; 2025Q1: 5,209 shares; 2025Q2: 5,348 shares; 2025Q3: 5,813 shares; 2025Q4: 5,524 shares 5,524 $2.36M 0.7% -289 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: not loaded; 2024Q4: 5,748 shares; 2025Q1: 15,221 shares; 2025Q2: 14,946 shares; 2025Q3: 15,577 shares; 2025Q4: 15,362 shares 15,362 $2.34M 0.69% -215 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: not loaded; 2024Q4: 6,299 shares; 2025Q1: 6,518 shares; 2025Q2: 6,309 shares; 2025Q3: 6,509 shares; 2025Q4: 6,829 shares 6,829 $2.25M 0.67% +320 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: not loaded; 2024Q4: 7,574 shares; 2025Q1: 7,860 shares; 2025Q2: 7,944 shares; 2025Q3: 8,607 shares; 2025Q4: 8,390 shares 8,390 $2.16M 0.64% -217 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: not loaded; 2024Q4: 8,463 shares; 2025Q1: 8,817 shares; 2025Q2: 9,029 shares; 2025Q3: 9,119 shares; 2025Q4: 9,206 shares 9,206 $2.13M 0.63% +87 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11,403 shares; 2025Q1: 14,239 shares; 2025Q2: 14,446 shares; 2025Q3: 15,708 shares; 2025Q4: 16,064 shares 16,064 $2.05M 0.61% +356 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: not loaded; 2024Q4: 8,372 shares; 2025Q1: 8,815 shares; 2025Q2: 8,977 shares; 2025Q3: 9,578 shares; 2025Q4: 9,868 shares 9,868 $1.93M 0.57% +290 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: not loaded; 2024Q4: 5,491 shares; 2025Q1: 5,441 shares; 2025Q2: 5,659 shares; 2025Q3: 5,475 shares; 2025Q4: 5,575 shares 5,575 $1.87M 0.55% +100 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: not loaded; 2024Q4: 1,461 shares; 2025Q1: 1,685 shares; 2025Q2: 1,700 shares; 2025Q3: 1,623 shares; 2025Q4: 1,710 shares 1,710 $1.84M 0.54% +87 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: not loaded; 2024Q4: 5,897 shares; 2025Q1: 6,902 shares; 2025Q2: 7,928 shares; 2025Q3: 8,379 shares; 2025Q4: 8,304 shares 8,304 $1.83M 0.54% -75 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: not loaded; 2024Q4: 51,229 shares; 2025Q1: 50,640 shares; 2025Q2: 49,993 shares; 2025Q3: 50,077 shares; 2025Q4: 50,068 shares 50,068 $1.81M 0.54% -9 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: not loaded; 2024Q4: 10,372 shares; 2025Q1: 6,597 shares; 2025Q2: 6,137 shares; 2025Q3: 6,082 shares; 2025Q4: 5,792 shares 5,792 $1.76M 0.52% -290 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: not loaded; 2024Q4: 8,462 shares; 2025Q1: 8,693 shares; 2025Q2: 8,627 shares; 2025Q3: 8,432 shares; 2025Q4: 8,265 shares 8,265 $1.75M 0.52% -167 Timeline DLS 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: not loaded; 2024Q4: 17,592 shares; 2025Q1: 20,565 shares; 2025Q2: 20,738 shares; 2025Q3: 20,995 shares; 2025Q4: 21,296 shares 21,296 $1.73M 0.51% +301 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,060 shares; 2025Q1: 5,754 shares; 2025Q2: 5,864 shares; 2025Q3: 5,398 shares; 2025Q4: 5,500 shares 5,500 $1.72M 0.51% +102 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,715 shares; 2025Q1: 8,249 shares; 2025Q2: 8,371 shares; 2025Q3: 8,585 shares; 2025Q4: 8,890 shares 8,890 $1.65M 0.49% +305 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: not loaded; 2024Q4: 11,433 shares; 2025Q1: 11,332 shares; 2025Q2: 11,020 shares; 2025Q3: 10,634 shares; 2025Q4: 10,710 shares 10,710 $1.65M 0.49% +76 Timeline JMBS JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 14,744 shares; 2025Q1: 15,337 shares; 2025Q2: 16,925 shares; 2025Q3: 17,462 shares; 2025Q4: 34,826 shares 34,826 $1.59M 0.47% +17,364 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,718 shares; 2025Q1: 1,722 shares; 2025Q2: 1,773 shares; 2025Q3: 1,775 shares; 2025Q4: 1,753 shares 1,753 $1.51M 0.45% -22 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: not loaded; 2024Q4: 10,897 shares; 2025Q1: 10,737 shares; 2025Q2: 11,425 shares; 2025Q3: 11,823 shares; 2025Q4: 12,623 shares 12,623 $1.41M 0.42% +800 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: not loaded; 2024Q4: 1,674 shares; 2025Q1: 1,973 shares; 2025Q2: 2,705 shares; 2025Q3: 2,836 shares; 2025Q4: 4,644 shares 4,644 $1.35M 0.4% +1,808 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: not loaded; 2024Q4: 2,936 shares; 2025Q1: 8,013 shares; 2025Q2: 8,105 shares; 2025Q3: 8,950 shares; 2025Q4: 9,240 shares 9,240 $1.33M 0.39% +290 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: not loaded; 2024Q4: 2,320 shares; 2025Q1: 2,349 shares; 2025Q2: 2,392 shares; 2025Q3: 2,325 shares; 2025Q4: 2,307 shares 2,307 $1.32M 0.39% -18 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: not loaded; 2024Q4: 4,638 shares; 2025Q1: 5,992 shares; 2025Q2: 5,906 shares; 2025Q3: 4,163 shares; 2025Q4: 7,011 shares 7,011 $1.28M 0.38% +2,848 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: not loaded; 2024Q4: 3,108 shares; 2025Q1: 2,838 shares; 2025Q2: 2,918 shares; 2025Q3: 3,165 shares; 2025Q4: 3,208 shares 3,208 $1.25M 0.37% +43 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: not loaded; 2024Q4: 11,362 shares; 2025Q1: 11,195 shares; 2025Q2: 11,059 shares; 2025Q3: 11,544 shares; 2025Q4: 11,537 shares 11,537 $1.21M 0.36% -7 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: not loaded; 2024Q4: 14,555 shares; 2025Q1: 5,859 shares; 2025Q2: 5,469 shares; 2025Q3: 8,418 shares; 2025Q4: 12,422 shares 12,422 $1.19M 0.35% +4,004 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: not loaded; 2024Q4: 6,531 shares; 2025Q1: 7,400 shares; 2025Q2: 7,553 shares; 2025Q3: 8,323 shares; 2025Q4: 9,197 shares 9,197 $1.19M 0.35% +874 Timeline USFR 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: not loaded; 2024Q4: 33,476 shares; 2025Q1: 31,268 shares; 2025Q2: 33,761 shares; 2025Q3: 36,036 shares; 2025Q4: 23,107 shares 23,107 $1.16M 0.34% -12,929 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: not loaded; 2024Q4: 31,056 shares; 2025Q1: 13,573 shares; 2025Q2: 14,093 shares; 2025Q3: 13,791 shares; 2025Q4: 14,443 shares 14,443 $1.16M 0.34% +652 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: not loaded; 2024Q4: 6,729 shares; 2025Q1: 7,433 shares; 2025Q2: 7,381 shares; 2025Q3: 7,173 shares; 2025Q4: 6,594 shares 6,594 $1.06M 0.32% -579 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: not loaded; 2024Q4: 1,654 shares; 2025Q1: 1,727 shares; 2025Q2: 1,825 shares; 2025Q3: 1,900 shares; 2025Q4: 1,824 shares 1,824 $1.04M 0.31% -76 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: not loaded; 2024Q4: 8,075 shares; 2025Q1: 8,099 shares; 2025Q2: 8,077 shares; 2025Q3: 8,078 shares; 2025Q4: 8,086 shares 8,086 $1.04M 0.31% +8 Timeline WTS WATTS WATER TECHNOLOGIES INC More: the full row for WATTS WATER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,838 shares; 2025Q1: 4,141 shares; 2025Q2: 4,115 shares; 2025Q3: 4,037 shares; 2025Q4: 3,728 shares 3,728 $1.03M 0.31% -309 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,644 shares; 2025Q1: 2,861 shares; 2025Q2: 2,662 shares; 2025Q3: 1,857 shares; 2025Q4: 1,681 shares 1,681 $1.03M 0.3% -176 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,290 shares; 2025Q1: 5,260 shares; 2025Q2: 16,827 shares; 2025Q3: 16,066 shares; 2025Q4: 15,750 shares 15,750 $1.01M 0.3% -316 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: not loaded; 2024Q4: 2,244 shares; 2025Q1: 2,476 shares; 2025Q2: 2,139 shares; 2025Q3: 2,151 shares; 2025Q4: 2,226 shares 2,226 $1.01M 0.3% +75 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: not loaded; 2024Q4: 2,672 shares; 2025Q1: 1,334 shares; 2025Q2: 1,336 shares; 2025Q3: 1,256 shares; 2025Q4: 10,672 shares 10,672 $1M 0.3% +9,416 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: not loaded; 2024Q4: 4,431 shares; 2025Q1: 3,998 shares; 2025Q2: 4,006 shares; 2025Q3: 3,411 shares; 2025Q4: 3,709 shares 3,709 $995K 0.3% +298 Timeline PRI PRIMERICA INC More: the full row for PRIMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,185 shares; 2025Q1: 4,594 shares; 2025Q2: 4,542 shares; 2025Q3: 4,442 shares; 2025Q4: 3,827 shares 3,827 $989K 0.29% -615 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,883 shares; 2025Q1: 2,942 shares; 2025Q2: 2,850 shares; 2025Q3: 2,687 shares; 2025Q4: 2,767 shares 2,767 $988K 0.29% +80 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: not loaded; 2024Q4: 11,995 shares; 2025Q1: 10,292 shares; 2025Q2: 10,291 shares; 2025Q3: 13,235 shares; 2025Q4: 13,329 shares 13,329 $987K 0.29% +94 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,929 shares; 2025Q4: 5,075 shares 5,075 $969K 0.29% +2,146 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: not loaded; 2024Q4: 8,195 shares; 2025Q1: 8,317 shares; 2025Q2: 8,006 shares; 2025Q3: 7,685 shares; 2025Q4: 8,405 shares 8,405 $969K 0.29% +720 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: not loaded; 2024Q4: 2,104 shares; 2025Q1: 2,115 shares; 2025Q2: 2,295 shares; 2025Q3: 1,973 shares; 2025Q4: 1,960 shares 1,960 $919K 0.27% -13 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 14,352 shares; 2025Q1: 14,772 shares; 2025Q2: 14,107 shares; 2025Q3: 13,244 shares; 2025Q4: 13,033 shares 13,033 $914K 0.27% -211 Timeline FCN FTI CONSULTING INC More: the full row for FTI CONSULTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,077 shares; 2025Q1: 5,685 shares; 2025Q2: 5,620 shares; 2025Q3: 5,500 shares; 2025Q4: 5,211 shares 5,211 $890K 0.26% -289 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: not loaded; 2024Q4: 1,970 shares; 2025Q1: 2,741 shares; 2025Q2: 2,822 shares; 2025Q3: 2,982 shares; 2025Q4: 2,831 shares 2,831 $872K 0.26% -151 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 21,629 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,127 shares; 2025Q4: 9,697 shares 9,697 $867K 0.26% +5,570 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,895 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,558 shares 9,558 $855K 0.25% new Timeline GOLF ACUSHNET HLDGS CORP More: the full row for ACUSHNET HLDGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11,225 shares; 2025Q1: 11,991 shares; 2025Q2: 11,844 shares; 2025Q3: 11,578 shares; 2025Q4: 10,710 shares 10,710 $855K 0.25% -868 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,341 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,655 shares; 2025Q4: 3,436 shares 3,436 $846K 0.25% -1,219 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: not loaded; 2024Q4: 619 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 803 shares; 2025Q4: 1,345 shares 1,345 $811K 0.24% +542 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: not loaded; 2024Q4: 5,327 shares; 2025Q1: 5,049 shares; 2025Q2: 4,811 shares; 2025Q3: 3,590 shares; 2025Q4: 3,451 shares 3,451 $785K 0.23% -139 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: not loaded; 2024Q4: 9,538 shares; 2025Q1: 9,600 shares; 2025Q2: 9,994 shares; 2025Q3: 10,182 shares; 2025Q4: 16,753 shares 16,753 $776K 0.23% +6,571 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,441 shares; 2025Q1: 1,229 shares; 2025Q2: 1,275 shares; 2025Q3: 1,579 shares; 2025Q4: 1,620 shares 1,620 $767K 0.23% +41 Timeline MC MOELIS & CO More: the full row for MOELIS & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11,097 shares; 2025Q1: 12,257 shares; 2025Q2: 11,853 shares; 2025Q3: 12,000 shares; 2025Q4: 11,148 shares 11,148 $766K 0.23% -852 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares 1 $755K 0.22% 0 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: not loaded; 2024Q4: 415 shares; 2025Q1: 1,155 shares; 2025Q2: 1,202 shares; 2025Q3: 1,202 shares; 2025Q4: 1,202 shares 1,202 $754K 0.22% 0 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 27,902 shares; 2025Q4: 27,985 shares 27,985 $753K 0.22% +83 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,357 shares; 2025Q1: 1,379 shares; 2025Q2: 1,493 shares; 2025Q3: 1,482 shares; 2025Q4: 1,473 shares 1,473 $752K 0.22% -9 Timeline RBC RBC BEARINGS INC More: the full row for RBC BEARINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,065 shares; 2025Q1: 2,185 shares; 2025Q2: 1,844 shares; 2025Q3: 1,799 shares; 2025Q4: 1,674 shares 1,674 $751K 0.22% -125 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,894 shares; 2025Q1: 3,973 shares; 2025Q2: 4,843 shares; 2025Q3: 4,703 shares; 2025Q4: 4,682 shares 4,682 $745K 0.22% -21 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 667 shares; 2025Q1: 937 shares; 2025Q2: 804 shares; 2025Q3: 840 shares; 2025Q4: 840 shares 840 $738K 0.22% 0 Timeline ZWS ZURN ELKAY WATER SOLNS CORP More: the full row for ZURN ELKAY WATER SOLNS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 17,419 shares; 2025Q1: 17,345 shares; 2025Q2: 16,861 shares; 2025Q3: 16,227 shares; 2025Q4: 15,861 shares 15,861 $737K 0.22% -366 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: not loaded; 2024Q4: 4,617 shares; 2025Q1: 4,544 shares; 2025Q2: 4,512 shares; 2025Q3: 4,465 shares; 2025Q4: 4,468 shares 4,468 $719K 0.21% +3 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: not loaded; 2024Q4: 12,683 shares; 2025Q1: 13,009 shares; 2025Q2: 12,802 shares; 2025Q3: 12,295 shares; 2025Q4: 11,965 shares 11,965 $718K 0.21% -330 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: not loaded; 2024Q4: 2,870 shares; 2025Q1: 2,837 shares; 2025Q2: 2,838 shares; 2025Q3: 2,861 shares; 2025Q4: 2,848 shares 2,848 $702K 0.21% -13 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: not loaded; 2024Q4: 2,968 shares; 2025Q1: 3,807 shares; 2025Q2: 3,958 shares; 2025Q3: 4,572 shares; 2025Q4: 3,933 shares 3,933 $699K 0.21% -639 Timeline IBP INSTALLED BLDG PRODS INC More: the full row for INSTALLED BLDG PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,592 shares; 2025Q4: 2,627 shares 2,627 $681K 0.2% +1,035 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,535 shares; 2025Q3: 5,756 shares; 2025Q4: 4,995 shares 4,995 $675K 0.2% -761 Timeline NXST NEXSTAR MEDIA GROUP INC More: the full row for NEXSTAR MEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 2,802 shares; 2025Q2: 2,857 shares; 2025Q3: 3,192 shares; 2025Q4: 3,288 shares 3,288 $668K 0.2% +96 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: not loaded; 2024Q4: 3,296 shares; 2025Q1: 3,211 shares; 2025Q2: 3,139 shares; 2025Q3: 2,859 shares; 2025Q4: 2,764 shares 2,764 $667K 0.2% -95 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: not loaded; 2024Q4: 5,288 shares; 2025Q1: 5,737 shares; 2025Q2: 5,874 shares; 2025Q3: 6,464 shares; 2025Q4: 6,345 shares 6,345 $666K 0.2% -119 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: not loaded; 2024Q4: 7,585 shares; 2025Q1: 4,403 shares; 2025Q2: 3,944 shares; 2025Q3: 3,814 shares; 2025Q4: 3,741 shares 3,741 $664K 0.2% -73 Timeline TTC TORO CO More: the full row for TORO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,889 shares; 2025Q1: 10,839 shares; 2025Q2: 12,558 shares; 2025Q3: 11,863 shares; 2025Q4: 8,287 shares 8,287 $652K 0.19% -3,576 Timeline COO COOPER COS INC More: the full row for COOPER COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,064 shares; 2025Q1: 8,416 shares; 2025Q2: 8,422 shares; 2025Q3: 6,208 shares; 2025Q4: 7,844 shares 7,844 $643K 0.19% +1,636 Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,569 shares; 2025Q1: 2,794 shares; 2025Q2: 2,762 shares; 2025Q3: 2,656 shares; 2025Q4: 2,635 shares 2,635 $634K 0.19% -21 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: not loaded; 2024Q4: 1,775 shares; 2025Q1: 1,795 shares; 2025Q2: 1,834 shares; 2025Q3: 1,818 shares; 2025Q4: 1,779 shares 1,779 $625K 0.19% -39 Timeline LSTR LANDSTAR SYS INC More: the full row for LANDSTAR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,138 shares; 2025Q1: 4,510 shares; 2025Q2: 4,917 shares; 2025Q3: 2,659 shares; 2025Q4: 4,325 shares 4,325 $622K 0.18% +1,666 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,490 shares; 2025Q1: 8,157 shares; 2025Q2: 8,131 shares; 2025Q3: 8,066 shares; 2025Q4: 7,462 shares 7,462 $612K 0.18% -604 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: not loaded; 2024Q4: 8,346 shares; 2025Q1: 8,101 shares; 2025Q2: 7,683 shares; 2025Q3: 8,050 shares; 2025Q4: 7,916 shares 7,916 $610K 0.18% -134 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,230 shares 1,230 $600K 0.18% new 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: not loaded; 2024Q4: 9,141 shares; 2025Q1: 9,606 shares; 2025Q2: 9,858 shares; 2025Q3: 10,444 shares; 2025Q4: 10,895 shares 10,895 $599K 0.18% +451 Timeline ULS UL SOLUTIONS INC More: the full row for UL SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,562 shares; 2025Q4: 7,537 shares 7,537 $594K 0.18% -25 Timeline RLI RLI CORP More: the full row for RLI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,597 shares; 2025Q1: 5,747 shares; 2025Q2: 7,505 shares; 2025Q3: 6,047 shares; 2025Q4: 9,082 shares 9,082 $581K 0.17% +3,035 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: not loaded; 2024Q4: 1,643 shares; 2025Q1: 1,612 shares; 2025Q2: 1,691 shares; 2025Q3: 1,547 shares; 2025Q4: 1,564 shares 1,564 $579K 0.17% +17 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: not loaded; 2024Q4: 954 shares; 2025Q1: 1,024 shares; 2025Q2: 984 shares; 2025Q3: 975 shares; 2025Q4: 978 shares 978 $567K 0.17% +3 Timeline BSY BENTLEY SYS INC More: the full row for BENTLEY SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 16,745 shares; 2025Q1: 16,888 shares; 2025Q2: 16,499 shares; 2025Q3: 15,896 shares; 2025Q4: 14,616 shares 14,616 $558K 0.17% -1,280 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,157 shares; 2025Q1: 5,273 shares; 2025Q2: 7,566 shares; 2025Q3: 7,578 shares; 2025Q4: 7,345 shares 7,345 $554K 0.16% -233 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: not loaded; 2024Q4: 1,422 shares; 2025Q1: 1,337 shares; 2025Q2: 1,234 shares; 2025Q3: 1,219 shares; 2025Q4: 1,170 shares 1,170 $545K 0.16% -49 Timeline FHB FIRST HAWAIIAN INC More: the full row for FIRST HAWAIIAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 20,785 shares; 2025Q1: 22,676 shares; 2025Q2: 23,574 shares; 2025Q3: 23,220 shares; 2025Q4: 21,492 shares 21,492 $544K 0.16% -1,728 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,997 shares; 2025Q1: 1,914 shares; 2025Q2: 1,872 shares; 2025Q3: 1,870 shares; 2025Q4: 1,832 shares 1,832 $542K 0.16% -38 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,008 shares; 2025Q1: 2,175 shares; 2025Q2: 2,148 shares; 2025Q3: 2,289 shares; 2025Q4: 2,985 shares 2,985 $538K 0.16% +696 Timeline LII LENNOX INTL INC More: the full row for LENNOX INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,683 shares; 2025Q1: 1,699 shares; 2025Q2: 1,157 shares; 2025Q3: 1,071 shares; 2025Q4: 1,086 shares 1,086 $527K 0.16% +15 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,960 shares; 2025Q1: not reported; 2025Q2: 2,205 shares; 2025Q3: 6,052 shares; 2025Q4: 5,460 shares 5,460 $526K 0.16% -592 Timeline TTAN SERVICETITAN INC More: the full row for SERVICETITAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,797 shares; 2025Q3: 2,691 shares; 2025Q4: 4,925 shares 4,925 $525K 0.16% +2,234 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,793 shares; 2025Q1: 3,681 shares; 2025Q2: 3,522 shares; 2025Q3: 2,534 shares; 2025Q4: 2,294 shares 2,294 $522K 0.15% -240 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: not loaded; 2024Q4: 484 shares; 2025Q1: 450 shares; 2025Q2: 6,525 shares; 2025Q3: 5,486 shares; 2025Q4: 5,679 shares 5,679 $518K 0.15% +193 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: not loaded; 2024Q4: 807 shares; 2025Q1: 814 shares; 2025Q2: 876 shares; 2025Q3: 846 shares; 2025Q4: 911 shares 911 $517K 0.15% +65 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: not loaded; 2024Q4: 2,042 shares; 2025Q1: 2,201 shares; 2025Q2: 2,169 shares; 2025Q3: 2,116 shares; 2025Q4: 1,815 shares 1,815 $517K 0.15% -301 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,224 shares 4,224 $514K 0.15% new Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,967 shares; 2025Q3: 3,015 shares; 2025Q4: 2,972 shares 2,972 $509K 0.15% -43 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: not loaded; 2024Q4: 2,949 shares; 2025Q1: 2,407 shares; 2025Q2: 2,176 shares; 2025Q3: 2,011 shares; 2025Q4: 1,972 shares 1,972 $507K 0.15% -39 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: not loaded; 2024Q4: 5,656 shares; 2025Q1: 6,973 shares; 2025Q2: 8,251 shares; 2025Q3: 8,212 shares; 2025Q4: 9,362 shares 9,362 $503K 0.15% +1,150 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,730 shares; 2025Q1: 2,801 shares; 2025Q2: 2,807 shares; 2025Q3: 2,681 shares; 2025Q4: 2,306 shares 2,306 $500K 0.15% -375 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,857 shares; 2025Q4: 9,870 shares 9,870 $499K 0.15% -2,987 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: not loaded; 2024Q4: 950 shares; 2025Q1: 659 shares; 2025Q2: 676 shares; 2025Q3: 659 shares; 2025Q4: 3,232 shares 3,232 $495K 0.15% +2,573 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: not loaded; 2024Q4: 452 shares; 2025Q1: 403 shares; 2025Q2: 450 shares; 2025Q3: 484 shares; 2025Q4: 460 shares 460 $492K 0.15% -24 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: not loaded; 2024Q4: 2,877 shares; 2025Q1: 3,225 shares; 2025Q2: 3,347 shares; 2025Q3: 2,808 shares; 2025Q4: 2,647 shares 2,647 $485K 0.14% -161 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 16,994 shares; 2025Q1: 16,330 shares; 2025Q2: 16,006 shares; 2025Q3: 14,546 shares; 2025Q4: 13,026 shares 13,026 $482K 0.14% -1,520 Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,010 shares; 2025Q1: 3,990 shares; 2025Q2: 3,996 shares; 2025Q3: 3,997 shares; 2025Q4: 3,997 shares 3,997 $478K 0.14% 0 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 6,620 shares; 2025Q2: 6,753 shares; 2025Q3: 5,905 shares; 2025Q4: 4,739 shares 4,739 $478K 0.14% -1,166 Timeline MUR MURPHY OIL CORP More: the full row for MURPHY OIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 13,106 shares; 2025Q2: 13,155 shares; 2025Q3: 14,723 shares; 2025Q4: 15,143 shares 15,143 $473K 0.14% +420 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: not loaded; 2024Q4: 3,565 shares; 2025Q1: 4,256 shares; 2025Q2: 4,216 shares; 2025Q3: 4,134 shares; 2025Q4: 3,819 shares 3,819 $463K 0.14% -315 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: not loaded; 2024Q4: 2,640 shares; 2025Q1: 2,683 shares; 2025Q2: 3,250 shares; 2025Q3: 2,418 shares; 2025Q4: 2,690 shares 2,690 $460K 0.14% +272 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,276 shares; 2025Q1: 7,053 shares; 2025Q2: 6,787 shares; 2025Q3: 4,802 shares; 2025Q4: 4,594 shares 4,594 $459K 0.14% -208 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,588 shares; 2025Q4: 16,724 shares 16,724 $459K 0.14% -864 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,346 shares; 2025Q1: 1,167 shares; 2025Q2: 1,167 shares; 2025Q3: 2,198 shares; 2025Q4: 2,180 shares 2,180 $459K 0.14% -18 Timeline THO THOR INDS INC More: the full row for THOR INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,906 shares; 2025Q1: 4,814 shares; 2025Q2: 4,664 shares; 2025Q3: 4,503 shares; 2025Q4: 4,453 shares 4,453 $457K 0.14% -50 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,707 shares; 2025Q1: 3,815 shares; 2025Q2: 3,748 shares; 2025Q3: 3,727 shares; 2025Q4: 3,755 shares 3,755 $450K 0.13% +28 Timeline SAIA SAIA INC More: the full row for SAIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,150 shares; 2025Q1: 1,138 shares; 2025Q2: 1,451 shares; 2025Q3: 1,385 shares; 2025Q4: 1,368 shares 1,368 $447K 0.13% -17 Timeline DCI DONALDSON INC More: the full row for DONALDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 5,630 shares; 2025Q2: 5,543 shares; 2025Q3: 5,428 shares; 2025Q4: 5,026 shares 5,026 $446K 0.13% -402 Timeline BJ BJS WHSL CLUB HLDGS INC More: the full row for BJS WHSL CLUB HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,293 shares; 2025Q1: 5,198 shares; 2025Q2: 5,198 shares; 2025Q3: 4,783 shares; 2025Q4: 4,881 shares 4,881 $439K 0.13% +98 Timeline CRVL CORVEL CORP More: the full row for CORVEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,985 shares; 2025Q1: 7,568 shares; 2025Q2: 7,485 shares; 2025Q3: 6,867 shares; 2025Q4: 6,479 shares 6,479 $438K 0.13% -388 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,013 shares; 2025Q1: 954 shares; 2025Q2: 945 shares; 2025Q3: 720 shares; 2025Q4: 696 shares 696 $433K 0.13% -24 Timeline APAM ARTISAN PARTNERS ASSET MGMT More: the full row for ARTISAN PARTNERS ASSET MGMT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10,314 shares; 2025Q1: 11,164 shares; 2025Q2: 11,471 shares; 2025Q3: 11,269 shares; 2025Q4: 10,495 shares 10,495 $428K 0.13% -774 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: not loaded; 2024Q4: 1,473 shares; 2025Q1: 1,475 shares; 2025Q2: 1,441 shares; 2025Q3: 1,307 shares; 2025Q4: 1,259 shares 1,259 $424K 0.13% -48 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 5,636 shares; 2025Q2: 5,749 shares; 2025Q3: 6,242 shares; 2025Q4: 6,336 shares 6,336 $424K 0.13% +94 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 656 shares; 2025Q1: 660 shares; 2025Q2: 663 shares; 2025Q3: 631 shares; 2025Q4: 744 shares 744 $421K 0.12% +113 Timeline OLLI OLLIES BARGAIN OUTLET HLDGS More: the full row for OLLIES BARGAIN OUTLET HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,703 shares; 2025Q1: 4,073 shares; 2025Q2: 4,090 shares; 2025Q3: 3,953 shares; 2025Q4: 3,827 shares 3,827 $419K 0.12% -126 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 17,893 shares; 2025Q1: 15,268 shares; 2025Q2: 16,049 shares; 2025Q3: 15,780 shares; 2025Q4: 16,798 shares 16,798 $417K 0.12% +1,018 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: not loaded; 2024Q4: 488 shares; 2025Q1: 502 shares; 2025Q2: 513 shares; 2025Q3: 519 shares; 2025Q4: 512 shares 512 $414K 0.12% -7 Timeline MANH MANHATTAN ASSOCIATES INC More: the full row for MANHATTAN ASSOCIATES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,809 shares; 2025Q1: 2,684 shares; 2025Q2: 2,630 shares; 2025Q3: 2,583 shares; 2025Q4: 2,383 shares 2,383 $413K 0.12% -200 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 963 shares; 2025Q3: 1,186 shares; 2025Q4: 1,421 shares 1,421 $408K 0.12% +235 Timeline BANF BANCFIRST CORP More: the full row for BANCFIRST CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,356 shares; 2025Q1: 3,643 shares; 2025Q2: 3,596 shares; 2025Q3: 4,989 shares; 2025Q4: 3,842 shares 3,842 $407K 0.12% -1,147 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,414 shares; 2025Q4: 1,423 shares 1,423 $406K 0.12% +9 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: not loaded; 2024Q4: 3,716 shares; 2025Q1: 3,968 shares; 2025Q2: 4,298 shares; 2025Q3: 4,347 shares; 2025Q4: 4,339 shares 4,339 $404K 0.12% -8 Timeline UFPI UFP INDUSTRIES INC More: the full row for UFP INDUSTRIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,883 shares; 2025Q1: 6,194 shares; 2025Q2: 6,149 shares; 2025Q3: 4,276 shares; 2025Q4: 4,441 shares 4,441 $404K 0.12% +165 Timeline ZBRA ZEBRA TECHNOLOGIES CORPORATI More: the full row for ZEBRA TECHNOLOGIES CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,939 shares; 2025Q1: 1,890 shares; 2025Q2: 1,898 shares; 2025Q3: 1,805 shares; 2025Q4: 1,594 shares 1,594 $387K 0.11% -211 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: not loaded; 2024Q4: 6,073 shares; 2025Q1: 6,361 shares; 2025Q2: 6,424 shares; 2025Q3: 4,928 shares; 2025Q4: 4,650 shares 4,650 $380K 0.11% -278 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 560 shares; 2025Q3: 685 shares; 2025Q4: 581 shares 581 $380K 0.11% -104 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: not loaded; 2024Q4: 1,286 shares; 2025Q1: 1,317 shares; 2025Q2: 1,293 shares; 2025Q3: 1,291 shares; 2025Q4: 1,284 shares 1,284 $377K 0.11% -7 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,001 shares 3,001 $376K 0.11% new 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: not loaded; 2024Q4: 1,233 shares; 2025Q1: 1,095 shares; 2025Q2: 1,227 shares; 2025Q3: 1,250 shares; 2025Q4: 1,266 shares 1,266 $375K 0.11% +16 Timeline TRMB TRIMBLE INC More: the full row for TRIMBLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,191 shares; 2025Q4: 4,785 shares 4,785 $375K 0.11% -406 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,948 shares; 2025Q1: 3,274 shares; 2025Q2: 2,894 shares; 2025Q3: 2,707 shares; 2025Q4: 2,830 shares 2,830 $371K 0.11% +123 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 5,941 shares; 2025Q2: 5,941 shares; 2025Q3: 5,941 shares; 2025Q4: 5,927 shares 5,927 $370K 0.11% -14 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: not loaded; 2024Q4: 4,118 shares; 2025Q1: 4,197 shares; 2025Q2: 4,131 shares; 2025Q3: 3,765 shares; 2025Q4: 3,636 shares 3,636 $369K 0.11% -129 Timeline CR CRANE COMPANY More: the full row for CRANE COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,986 shares; 2025Q1: 1,989 shares; 2025Q2: 1,992 shares; 2025Q3: 1,994 shares; 2025Q4: 1,992 shares 1,992 $367K 0.11% -2 Timeline RDNT RADNET INC More: the full row for RADNET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,117 shares; 2025Q1: 5,076 shares; 2025Q2: 5,080 shares; 2025Q3: 5,091 shares; 2025Q4: 5,089 shares 5,089 $363K 0.11% -2 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: not loaded; 2024Q4: 2,402 shares; 2025Q1: 2,389 shares; 2025Q2: 2,409 shares; 2025Q3: 2,423 shares; 2025Q4: 2,385 shares 2,385 $361K 0.11% -38 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,359 shares 5,359 $360K 0.11% new Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 864 shares; 2025Q1: 876 shares; 2025Q2: 904 shares; 2025Q3: 912 shares; 2025Q4: 923 shares 923 $359K 0.11% +11 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,687 shares; 2025Q3: 1,654 shares; 2025Q4: 1,676 shares 1,676 $359K 0.11% +22 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,295 shares; 2025Q4: 1,298 shares 1,298 $357K 0.11% +3 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: not loaded; 2024Q4: not reported; 2025Q1: 1,822 shares; 2025Q2: 1,506 shares; 2025Q3: 1,707 shares; 2025Q4: 1,733 shares 1,733 $355K 0.11% +26 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: not loaded; 2024Q4: 2,075 shares; 2025Q1: 1,730 shares; 2025Q2: 1,818 shares; 2025Q3: 1,313 shares; 2025Q4: 1,341 shares 1,341 $355K 0.11% +28 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,397 shares; 2025Q4: 12,452 shares 12,452 $355K 0.11% +55 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: not loaded; 2024Q4: 644 shares; 2025Q1: 677 shares; 2025Q2: 653 shares; 2025Q3: 650 shares; 2025Q4: 668 shares 668 $349K 0.1% +18 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: not loaded; 2024Q4: 358 shares; 2025Q1: 354 shares; 2025Q2: 388 shares; 2025Q3: 389 shares; 2025Q4: 394 shares 394 $346K 0.1% +5 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: not loaded; 2024Q4: 2,741 shares; 2025Q1: 2,897 shares; 2025Q2: 3,141 shares; 2025Q3: 3,053 shares; 2025Q4: 2,988 shares 2,988 $340K 0.1% -65 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: not loaded; 2024Q4: 1,944 shares; 2025Q1: 2,099 shares; 2025Q2: 2,117 shares; 2025Q3: 2,026 shares; 2025Q4: 1,476 shares 1,476 $338K 0.1% -550 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,924 shares; 2025Q3: 2,063 shares; 2025Q4: 3,137 shares 3,137 $336K 0.1% +1,074 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 17,122 shares; 2025Q1: 14,917 shares; 2025Q2: 14,082 shares; 2025Q3: 13,287 shares; 2025Q4: 6,571 shares 6,571 $335K 0.1% -6,716 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: not loaded; 2024Q4: 2,821 shares; 2025Q1: 2,586 shares; 2025Q2: 2,291 shares; 2025Q3: 1,610 shares; 2025Q4: 1,355 shares 1,355 $335K 0.1% -255 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: not loaded; 2024Q4: 2,729 shares; 2025Q1: 2,818 shares; 2025Q2: 2,795 shares; 2025Q3: 2,670 shares; 2025Q4: 2,658 shares 2,658 $331K 0.1% -12 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,580 shares 3,580 $330K 0.1% new 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,369 shares; 2025Q4: 8,831 shares 8,831 $326K 0.1% +462 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,333 shares; 2025Q1: 3,377 shares; 2025Q2: 3,558 shares; 2025Q3: 4,032 shares; 2025Q4: 3,823 shares 3,823 $325K 0.1% -209 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: not loaded; 2024Q4: not reported; 2025Q1: 2,838 shares; 2025Q2: 3,282 shares; 2025Q3: 3,486 shares; 2025Q4: 3,524 shares 3,524 $324K 0.1% +38 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 983 shares; 2025Q1: 906 shares; 2025Q2: 923 shares; 2025Q3: 1,030 shares; 2025Q4: 1,131 shares 1,131 $323K 0.1% +101 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,248 shares; 2025Q3: 1,251 shares; 2025Q4: 1,241 shares 1,241 $320K 0.09% -10 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: not loaded; 2024Q4: 3,273 shares; 2025Q1: 3,189 shares; 2025Q2: 3,308 shares; 2025Q3: 3,232 shares; 2025Q4: 3,298 shares 3,298 $314K 0.09% +66 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: not loaded; 2024Q4: 9,614 shares; 2025Q1: 8,551 shares; 2025Q2: 8,227 shares; 2025Q3: 6,431 shares; 2025Q4: 5,452 shares 5,452 $314K 0.09% -979 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,755 shares; 2025Q1: 1,352 shares; 2025Q2: 1,092 shares; 2025Q3: 1,013 shares; 2025Q4: 983 shares 983 $313K 0.09% -30 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: not loaded; 2024Q4: 11,999 shares; 2025Q1: 11,500 shares; 2025Q2: 11,666 shares; 2025Q3: 10,791 shares; 2025Q4: 10,391 shares 10,391 $311K 0.09% -400 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 682 shares; 2025Q1: 438 shares; 2025Q2: 470 shares; 2025Q3: 462 shares; 2025Q4: 463 shares 463 $307K 0.09% +1 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: not loaded; 2024Q4: 4,253 shares; 2025Q1: 4,677 shares; 2025Q2: 4,688 shares; 2025Q3: 3,918 shares; 2025Q4: 4,384 shares 4,384 $305K 0.09% +466 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: not loaded; 2024Q4: 6,634 shares; 2025Q1: 6,378 shares; 2025Q2: 6,475 shares; 2025Q3: 6,514 shares; 2025Q4: 7,421 shares 7,421 $302K 0.09% +907 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,512 shares; 2025Q1: 2,526 shares; 2025Q2: 2,592 shares; 2025Q3: 2,935 shares; 2025Q4: 3,151 shares 3,151 $302K 0.09% +216 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,626 shares; 2025Q1: 6,714 shares; 2025Q2: 7,063 shares; 2025Q3: 7,188 shares; 2025Q4: 7,687 shares 7,687 $301K 0.09% +499 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,687 shares 3,687 $299K 0.09% new Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,247 shares; 2025Q2: 1,360 shares; 2025Q3: 1,344 shares; 2025Q4: 1,369 shares 1,369 $297K 0.09% +25 Timeline OLED UNIVERSAL DISPLAY CORP More: the full row for UNIVERSAL DISPLAY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,887 shares; 2025Q1: 4,756 shares; 2025Q2: 4,823 shares; 2025Q3: 4,614 shares; 2025Q4: 2,542 shares 2,542 $297K 0.09% -2,072 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,599 shares; 2025Q1: 1,701 shares; 2025Q2: 1,683 shares; 2025Q3: 1,732 shares; 2025Q4: 1,566 shares 1,566 $295K 0.09% -166 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: not loaded; 2024Q4: 2,127 shares; 2025Q1: 2,094 shares; 2025Q2: 1,902 shares; 2025Q3: 2,028 shares; 2025Q4: 1,837 shares 1,837 $294K 0.09% -191 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,339 shares; 2025Q1: 4,321 shares; 2025Q2: 4,334 shares; 2025Q3: 4,323 shares; 2025Q4: 4,351 shares 4,351 $293K 0.09% +28 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: not loaded; 2024Q4: 10,822 shares; 2025Q1: 13,686 shares; 2025Q2: 12,304 shares; 2025Q3: 12,933 shares; 2025Q4: 11,756 shares 11,756 $293K 0.09% -1,177 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: not loaded; 2024Q4: not reported; 2025Q1: 5,925 shares; 2025Q2: 5,512 shares; 2025Q3: 5,474 shares; 2025Q4: 5,755 shares 5,755 $292K 0.09% +281 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 465 shares; 2025Q2: 467 shares; 2025Q3: 513 shares; 2025Q4: 520 shares 520 $287K 0.09% +7 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,071 shares; 2025Q4: 5,209 shares 5,209 $285K 0.08% +138 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: not loaded; 2024Q4: 3,755 shares; 2025Q1: 3,511 shares; 2025Q2: 3,201 shares; 2025Q3: 1,967 shares; 2025Q4: 1,640 shares 1,640 $285K 0.08% -327 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,259 shares; 2025Q3: 1,269 shares; 2025Q4: 1,159 shares 1,159 $281K 0.08% -110 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,457 shares; 2025Q1: 1,440 shares; 2025Q2: 1,339 shares; 2025Q3: 1,361 shares; 2025Q4: 1,363 shares 1,363 $280K 0.08% +2 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: not loaded; 2024Q4: 1,632 shares; 2025Q1: 1,507 shares; 2025Q2: 1,345 shares; 2025Q3: 897 shares; 2025Q4: 967 shares 967 $279K 0.08% +70 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: not loaded; 2024Q4: 57 shares; 2025Q1: 54 shares; 2025Q2: 53 shares; 2025Q3: 53 shares; 2025Q4: 52 shares 52 $278K 0.08% -1 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: not loaded; 2024Q4: 1,149 shares; 2025Q1: 1,441 shares; 2025Q2: 1,501 shares; 2025Q3: 1,458 shares; 2025Q4: 1,499 shares 1,499 $276K 0.08% +41 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 898 shares; 2025Q1: 937 shares; 2025Q2: 859 shares; 2025Q3: 842 shares; 2025Q4: 836 shares 836 $274K 0.08% -6 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: not loaded; 2024Q4: 3,377 shares; 2025Q1: 3,410 shares; 2025Q2: 3,414 shares; 2025Q3: 3,438 shares; 2025Q4: 3,454 shares 3,454 $273K 0.08% +16 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: not loaded; 2024Q4: not reported; 2025Q1: 316 shares; 2025Q2: 334 shares; 2025Q3: 329 shares; 2025Q4: 332 shares 332 $272K 0.08% +3 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,550 shares 1,550 $267K 0.08% new Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,892 shares; 2025Q1: 4,214 shares; 2025Q2: 4,238 shares; 2025Q3: 4,193 shares; 2025Q4: 4,083 shares 4,083 $265K 0.08% -110 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 17,867 shares; 2025Q1: 15,179 shares; 2025Q2: 22,257 shares; 2025Q3: 22,272 shares; 2025Q4: 22,395 shares 22,395 $263K 0.08% +123 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,092 shares; 2025Q3: 2,127 shares; 2025Q4: 2,124 shares 2,124 $262K 0.08% -3 Timeline HLNE HAMILTON LANE INC More: the full row for HAMILTON LANE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,776 shares; 2025Q3: 2,522 shares; 2025Q4: 1,945 shares 1,945 $261K 0.08% -577 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: not loaded; 2024Q4: 5,198 shares; 2025Q1: 5,354 shares; 2025Q2: 5,229 shares; 2025Q3: 5,263 shares; 2025Q4: 5,213 shares 5,213 $261K 0.08% -50 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: not loaded; 2024Q4: 2,142 shares; 2025Q1: 3,836 shares; 2025Q2: 2,566 shares; 2025Q3: 2,766 shares; 2025Q4: 2,774 shares 2,774 $260K 0.08% +8 Timeline NEU NEWMARKET CORP More: the full row for NEWMARKET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 760 shares; 2025Q1: 694 shares; 2025Q2: 673 shares; 2025Q3: 417 shares; 2025Q4: 377 shares 377 $259K 0.08% -40 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,256 shares 1,256 $258K 0.08% new Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 6,633 shares; 2025Q2: 5,151 shares; 2025Q3: 4,884 shares; 2025Q4: 5,535 shares 5,535 $258K 0.08% +651 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,914 shares 4,914 $254K 0.08% new 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: not loaded; 2024Q4: 787 shares; 2025Q1: 527 shares; 2025Q2: 543 shares; 2025Q3: 551 shares; 2025Q4: 522 shares 522 $252K 0.07% -29 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: not loaded; 2024Q4: 1,682 shares; 2025Q1: 1,838 shares; 2025Q2: 1,909 shares; 2025Q3: 1,924 shares; 2025Q4: 1,900 shares 1,900 $252K 0.07% -24 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: not loaded; 2024Q4: 2,413 shares; 2025Q1: 1,963 shares; 2025Q2: 1,678 shares; 2025Q3: 964 shares; 2025Q4: 865 shares 865 $250K 0.07% -99 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,414 shares; 2025Q1: 1,109 shares; 2025Q2: 1,260 shares; 2025Q3: 1,195 shares; 2025Q4: 1,028 shares 1,028 $250K 0.07% -167 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,589 shares 2,589 $247K 0.07% new 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 687 shares; 2025Q3: 726 shares; 2025Q4: 711 shares 711 $240K 0.07% -15 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: not loaded; 2024Q4: 6,479 shares; 2025Q1: 6,556 shares; 2025Q2: 6,432 shares; 2025Q3: not reported; 2025Q4: 4,363 shares 4,363 $235K 0.07% new 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,144 shares; 2025Q4: 2,013 shares 2,013 $235K 0.07% -131 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 392 shares; 2025Q4: 405 shares 405 $227K 0.07% +13 Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 536 shares 536 $225K 0.07% new Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 382 shares; 2025Q2: 418 shares; 2025Q3: 445 shares; 2025Q4: 388 shares 388 $223K 0.07% -57 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,910 shares; 2025Q2: 1,982 shares; 2025Q3: not reported; 2025Q4: 2,776 shares 2,776 $221K 0.07% new Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 182 shares 182 $221K 0.07% new Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 971 shares; 2025Q2: 985 shares; 2025Q3: 988 shares; 2025Q4: 1,001 shares 1,001 $220K 0.07% +13 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 324 shares 324 $218K 0.06% new Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,699 shares; 2025Q1: 2,252 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,978 shares 1,978 $217K 0.06% new 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 350 shares; 2025Q4: 350 shares 350 $215K 0.06% 0 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,309 shares; 2025Q4: 2,308 shares 2,308 $213K 0.06% -1 Timeline HUBS HUBSPOT INC More: the full row for HUBSPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 678 shares; 2025Q1: 647 shares; 2025Q2: 624 shares; 2025Q3: 554 shares; 2025Q4: 528 shares 528 $212K 0.06% -26 Timeline CHH CHOICE HOTELS INTL INC More: the full row for CHOICE HOTELS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,633 shares; 2025Q1: 3,877 shares; 2025Q2: 3,807 shares; 2025Q3: 2,232 shares; 2025Q4: 2,189 shares 2,189 $209K 0.06% -43 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,211 shares; 2025Q1: 2,566 shares; 2025Q2: 2,493 shares; 2025Q3: not reported; 2025Q4: 1,328 shares 1,328 $208K 0.06% 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: not loaded; 2024Q4: 5,318 shares; 2025Q1: 5,047 shares; 2025Q2: 4,424 shares; 2025Q3: 2,957 shares; 2025Q4: 2,455 shares 2,455 $207K 0.06% -502 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,666 shares 1,666 $204K 0.06% new 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: not loaded; 2024Q4: 1,333 shares; 2025Q1: 1,262 shares; 2025Q2: 1,283 shares; 2025Q3: 816 shares; 2025Q4: 801 shares 801 $201K 0.06% -15 Timeline FWONK LIBERTY MEDIA CORP DEL More: the full row for LIBERTY MEDIA CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,039 shares 2,039 $201K 0.06% new Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 24,345 shares; 2025Q1: 14,288 shares; 2025Q2: 16,415 shares; 2025Q3: 16,239 shares; 2025Q4: 16,239 shares 16,239 $86.1K 0.03% 0 Timeline