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: 1,168,458 shares; 2024Q4: 1,580,341 shares; 2025Q1: 1,692,087 shares; 2025Q2: 1,792,266 shares; 2025Q3: 1,831,214 shares; 2025Q4: 2,240,102 shares 2,240,102 $418M 10.15% +408,888 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: 867,866 shares; 2024Q4: 952,107 shares; 2025Q1: 960,370 shares; 2025Q2: 943,130 shares; 2025Q3: 919,771 shares; 2025Q4: 927,993 shares 927,993 $252M 6.13% +8,222 Timeline ABCB AMERIS BANCORP More: the full row for AMERIS BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,533,580 shares; 2024Q4: 2,490,402 shares; 2025Q1: 2,490,408 shares; 2025Q2: 2,490,490 shares; 2025Q3: 2,490,426 shares; 2025Q4: 2,490,426 shares 2,490,426 $185M 4.49% 0 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 300,439 shares; 2024Q4: 326,011 shares; 2025Q1: 323,518 shares; 2025Q2: 315,162 shares; 2025Q3: 330,434 shares; 2025Q4: 337,508 shares 337,508 $163M 3.96% +7,074 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: 556,006 shares; 2024Q4: 592,295 shares; 2025Q1: 595,371 shares; 2025Q2: 596,496 shares; 2025Q3: 588,506 shares; 2025Q4: 595,497 shares 595,497 $137M 3.34% +6,991 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: 253,249 shares; 2024Q4: 263,158 shares; 2025Q1: 265,812 shares; 2025Q2: 268,746 shares; 2025Q3: 282,317 shares; 2025Q4: 283,385 shares 283,385 $88.9M 2.16% +1,068 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: 252,320 shares; 2024Q4: 284,919 shares; 2025Q1: 275,125 shares; 2025Q2: 276,272 shares; 2025Q3: 279,750 shares; 2025Q4: 279,825 shares 279,825 $87.6M 2.13% +75 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,986 shares; 2024Q4: 88,846 shares; 2025Q1: 102,688 shares; 2025Q2: 108,816 shares; 2025Q3: 136,358 shares; 2025Q4: 202,872 shares 202,872 $80.4M 1.95% +66,514 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: 187,592 shares; 2024Q4: 207,410 shares; 2025Q1: 205,115 shares; 2025Q2: 204,798 shares; 2025Q3: 211,077 shares; 2025Q4: 205,407 shares 205,407 $71.1M 1.73% -5,670 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: 64,908 shares; 2024Q4: 83,388 shares; 2025Q1: 85,862 shares; 2025Q2: 88,902 shares; 2025Q3: 91,187 shares; 2025Q4: 97,689 shares 97,689 $64.5M 1.57% +6,502 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: 80,101 shares; 2024Q4: 93,133 shares; 2025Q1: 97,063 shares; 2025Q2: 121,179 shares; 2025Q3: 125,254 shares; 2025Q4: 126,978 shares 126,978 $63.8M 1.55% +1,724 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: 301,385 shares; 2024Q4: 305,454 shares; 2025Q1: 292,200 shares; 2025Q2: 295,401 shares; 2025Q3: 295,946 shares; 2025Q4: 297,200 shares 297,200 $63.6M 1.55% +1,254 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: 170,319 shares; 2024Q4: 181,446 shares; 2025Q1: 185,379 shares; 2025Q2: 173,617 shares; 2025Q3: 177,249 shares; 2025Q4: 172,783 shares 172,783 $55.7M 1.35% -4,466 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: 99,004 shares; 2024Q4: 117,176 shares; 2025Q1: 114,143 shares; 2025Q2: 127,206 shares; 2025Q3: 117,793 shares; 2025Q4: 116,458 shares 116,458 $52.4M 1.27% -1,335 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: 39,583 shares; 2024Q4: 43,968 shares; 2025Q1: 44,147 shares; 2025Q2: 43,160 shares; 2025Q3: 43,972 shares; 2025Q4: 43,791 shares 43,791 $47.1M 1.14% -181 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: 312,051 shares; 2024Q4: 352,750 shares; 2025Q1: 334,211 shares; 2025Q2: 326,446 shares; 2025Q3: 331,784 shares; 2025Q4: 330,713 shares 330,713 $36.8M 0.89% -1,071 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: 105,259 shares; 2024Q4: 110,995 shares; 2025Q1: 110,871 shares; 2025Q2: 109,681 shares; 2025Q3: 107,395 shares; 2025Q4: 105,072 shares 105,072 $36.2M 0.88% -2,323 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: 299,874 shares; 2024Q4: 325,205 shares; 2025Q1: 325,158 shares; 2025Q2: 293,467 shares; 2025Q3: 279,710 shares; 2025Q4: 285,883 shares 285,883 $34.4M 0.84% +6,173 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: 71,370 shares; 2024Q4: 78,053 shares; 2025Q1: 81,404 shares; 2025Q2: 81,514 shares; 2025Q3: 83,071 shares; 2025Q4: 87,536 shares 87,536 $30.7M 0.75% +4,465 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: 48,366 shares; 2024Q4: 49,559 shares; 2025Q1: 46,046 shares; 2025Q2: 44,619 shares; 2025Q3: 46,710 shares; 2025Q4: 49,590 shares 49,590 $28.4M 0.69% +2,880 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: 22,166 shares; 2024Q4: 24,450 shares; 2025Q1: 26,720 shares; 2025Q2: 29,081 shares; 2025Q3: 28,311 shares; 2025Q4: 295,147 shares 295,147 $27.7M 0.67% +266,836 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: 116,337 shares; 2024Q4: 124,817 shares; 2025Q1: 115,483 shares; 2025Q2: 113,905 shares; 2025Q3: 116,871 shares; 2025Q4: 112,718 shares 112,718 $25.8M 0.63% -4,153 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: 534,625 shares; 2024Q4: 420,672 shares; 2025Q1: 414,525 shares; 2025Q2: 351,561 shares; 2025Q3: 316,451 shares; 2025Q4: 327,209 shares 327,209 $22.9M 0.56% +10,758 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 144,727 shares; 2024Q4: 3,066,946 shares; 2025Q1: 119,368 shares; 2025Q2: 184,594 shares; 2025Q3: 196,370 shares; 2025Q4: 280,232 shares 280,232 $22.5M 0.55% +83,862 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: 32,981 shares; 2024Q4: 35,125 shares; 2025Q1: 34,974 shares; 2025Q2: 32,915 shares; 2025Q3: 32,229 shares; 2025Q4: 26,056 shares 26,056 $22.5M 0.55% -6,173 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: 29,642 shares; 2024Q4: 56,530 shares; 2025Q1: 96,734 shares; 2025Q2: 143,724 shares; 2025Q3: 136,522 shares; 2025Q4: 124,070 shares 124,070 $22.1M 0.54% -12,452 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: 54,637 shares; 2024Q4: 60,266 shares; 2025Q1: 71,263 shares; 2025Q2: 71,425 shares; 2025Q3: 70,177 shares; 2025Q4: 70,345 shares 70,345 $20.8M 0.51% +168 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: 87,972 shares; 2024Q4: 93,481 shares; 2025Q1: 96,029 shares; 2025Q2: 93,898 shares; 2025Q3: 100,495 shares; 2025Q4: 100,560 shares 100,560 $20.8M 0.51% +65 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: 6,190 shares; 2024Q4: 218,333 shares; 2025Q1: 7,800 shares; 2025Q2: 25,860 shares; 2025Q3: 28,451 shares; 2025Q4: 28,622 shares 28,622 $19.6M 0.48% +171 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: 136,050 shares; 2024Q4: 141,182 shares; 2025Q1: 138,024 shares; 2025Q2: 134,644 shares; 2025Q3: 134,346 shares; 2025Q4: 129,794 shares 129,794 $18.6M 0.45% -4,552 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: 74,881 shares; 2024Q4: 74,232 shares; 2025Q1: 65,586 shares; 2025Q2: 61,430 shares; 2025Q3: 59,067 shares; 2025Q4: 58,972 shares 58,972 $18M 0.44% -95 Timeline FTGS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 237,615 shares; 2025Q2: 401,875 shares; 2025Q3: 420,698 shares; 2025Q4: 460,276 shares 460,276 $16.3M 0.4% +39,578 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: 25,922 shares; 2024Q4: 27,187 shares; 2025Q1: 28,817 shares; 2025Q2: 28,202 shares; 2025Q3: 28,401 shares; 2025Q4: 28,262 shares 28,262 $16.1M 0.39% -139 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 117,798 shares; 2024Q4: 133,868 shares; 2025Q1: 135,059 shares; 2025Q2: 135,282 shares; 2025Q3: 136,684 shares; 2025Q4: 137,623 shares 137,623 $16.1M 0.39% +939 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 282,607 shares; 2024Q4: 304,742 shares; 2025Q1: 308,893 shares; 2025Q2: 299,902 shares; 2025Q3: 329,093 shares; 2025Q4: 326,809 shares 326,809 $16.1M 0.39% -2,284 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: 26,888 shares; 2024Q4: 128,871 shares; 2025Q1: 37,889 shares; 2025Q2: 45,115 shares; 2025Q3: 44,693 shares; 2025Q4: 46,396 shares 46,396 $15.6M 0.38% +1,703 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: 119,604 shares; 2024Q4: 125,216 shares; 2025Q1: 121,949 shares; 2025Q2: 111,126 shares; 2025Q3: 97,486 shares; 2025Q4: 95,517 shares 95,517 $14.6M 0.35% -1,969 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: 53,766 shares; 2024Q4: 55,351 shares; 2025Q1: 56,988 shares; 2025Q2: 53,422 shares; 2025Q3: 56,349 shares; 2025Q4: 60,192 shares 60,192 $14.5M 0.35% +3,843 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,793 shares; 2024Q4: 69,454 shares; 2025Q1: 75,789 shares; 2025Q2: 72,841 shares; 2025Q3: 72,316 shares; 2025Q4: 75,642 shares 75,642 $14M 0.34% +3,326 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: 37,071 shares; 2024Q4: 51,995 shares; 2025Q1: 59,519 shares; 2025Q2: 62,707 shares; 2025Q3: 73,486 shares; 2025Q4: 70,089 shares 70,089 $13.7M 0.33% -3,397 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 134,194 shares; 2024Q4: 139,919 shares; 2025Q1: 126,160 shares; 2025Q2: 124,108 shares; 2025Q3: 145,410 shares; 2025Q4: 148,325 shares 148,325 $12.9M 0.31% +2,915 Timeline MITK MITEK SYS INC More: the full row for MITEK SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,701,813 shares; 2024Q4: 1,498,092 shares; 2025Q1: 1,337,491 shares; 2025Q2: 1,218,700 shares; 2025Q3: 1,172,103 shares; 2025Q4: 1,225,119 shares 1,225,119 $12.9M 0.31% +53,016 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: 221,058 shares; 2024Q4: 246,724 shares; 2025Q1: 226,835 shares; 2025Q2: 223,199 shares; 2025Q3: 227,950 shares; 2025Q4: 228,633 shares 228,633 $12.6M 0.31% +683 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 108,957 shares; 2025Q1: 104,925 shares; 2025Q2: 111,743 shares; 2025Q3: 103,542 shares; 2025Q4: 93,637 shares 93,637 $12.3M 0.3% -9,905 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: 76,937 shares; 2024Q4: 80,274 shares; 2025Q1: 79,378 shares; 2025Q2: 79,082 shares; 2025Q3: 72,224 shares; 2025Q4: 64,567 shares 64,567 $12.1M 0.29% -7,657 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: 57,413 shares; 2024Q4: 65,721 shares; 2025Q1: 61,632 shares; 2025Q2: 62,637 shares; 2025Q3: 35,955 shares; 2025Q4: 41,125 shares 41,125 $11.7M 0.29% +5,170 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: 27,999 shares; 2024Q4: 30,276 shares; 2025Q1: 31,545 shares; 2025Q2: 31,445 shares; 2025Q3: 32,556 shares; 2025Q4: 35,341 shares 35,341 $11.6M 0.28% +2,785 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: 64,113 shares; 2024Q4: 76,548 shares; 2025Q1: 80,329 shares; 2025Q2: 77,146 shares; 2025Q3: 72,895 shares; 2025Q4: 71,471 shares 71,471 $11.5M 0.28% -1,424 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: 21,157 shares; 2024Q4: 22,036 shares; 2025Q1: 23,656 shares; 2025Q2: 24,941 shares; 2025Q3: 25,122 shares; 2025Q4: 23,217 shares 23,217 $11.2M 0.27% -1,905 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: 49,916 shares; 2024Q4: 49,565 shares; 2025Q1: 44,730 shares; 2025Q2: 45,531 shares; 2025Q3: 61,284 shares; 2025Q4: 60,242 shares 60,242 $11M 0.27% -1,042 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110,056 shares; 2024Q4: 112,390 shares; 2025Q1: 94,362 shares; 2025Q2: 101,259 shares; 2025Q3: 143,877 shares; 2025Q4: 171,388 shares 171,388 $11M 0.27% +27,511 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: 38,320 shares; 2024Q4: 40,323 shares; 2025Q1: 40,172 shares; 2025Q2: 35,003 shares; 2025Q3: 28,642 shares; 2025Q4: 29,780 shares 29,780 $11M 0.27% +1,138 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: 23,846 shares; 2024Q4: 26,793 shares; 2025Q1: 27,814 shares; 2025Q2: 33,612 shares; 2025Q3: 35,449 shares; 2025Q4: 35,152 shares 35,152 $10.7M 0.26% -297 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: 38,179 shares; 2024Q4: 36,104 shares; 2025Q1: 34,253 shares; 2025Q2: 24,951 shares; 2025Q3: 31,977 shares; 2025Q4: 32,249 shares 32,249 $10.6M 0.26% +272 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: 17,641 shares; 2024Q4: 18,081 shares; 2025Q1: 16,766 shares; 2025Q2: 17,294 shares; 2025Q3: 12,796 shares; 2025Q4: 11,981 shares 11,981 $10.5M 0.26% -815 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: 66,051 shares; 2024Q4: 67,347 shares; 2025Q1: 64,223 shares; 2025Q2: 76,974 shares; 2025Q3: 88,262 shares; 2025Q4: 98,968 shares 98,968 $10.4M 0.25% +10,706 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,743 shares; 2024Q4: 71,611 shares; 2025Q1: 73,641 shares; 2025Q2: 71,591 shares; 2025Q3: 67,302 shares; 2025Q4: 63,216 shares 63,216 $10.2M 0.25% -4,086 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: 3,443 shares; 2024Q4: 208,689 shares; 2025Q1: 7,217 shares; 2025Q2: 9,139 shares; 2025Q3: 11,940 shares; 2025Q4: 14,811 shares 14,811 $10.1M 0.25% +2,871 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: 106,503 shares; 2024Q4: 105,907 shares; 2025Q1: 105,806 shares; 2025Q2: 84,033 shares; 2025Q3: 70,940 shares; 2025Q4: 70,093 shares 70,093 $10.1M 0.24% -847 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,540 shares; 2024Q4: 66,418 shares; 2025Q1: 65,326 shares; 2025Q2: 63,888 shares; 2025Q3: 63,427 shares; 2025Q4: 62,647 shares 62,647 $9.66M 0.23% -780 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: 61,187 shares; 2024Q4: 62,956 shares; 2025Q1: 58,153 shares; 2025Q2: 51,779 shares; 2025Q3: 48,054 shares; 2025Q4: 43,818 shares 43,818 $9.63M 0.23% -4,236 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: 22,189 shares; 2024Q4: 43,316 shares; 2025Q1: 43,846 shares; 2025Q2: 45,615 shares; 2025Q3: 50,215 shares; 2025Q4: 51,952 shares 51,952 $9.57M 0.23% +1,737 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: 35,103 shares; 2024Q4: 43,343 shares; 2025Q1: 43,884 shares; 2025Q2: 44,417 shares; 2025Q3: 43,126 shares; 2025Q4: 35,492 shares 35,492 $9.4M 0.23% -7,634 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,509 shares; 2024Q4: 29,588 shares; 2025Q1: 35,283 shares; 2025Q2: 35,966 shares; 2025Q3: 32,162 shares; 2025Q4: 31,793 shares 31,793 $9.4M 0.23% -369 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: 22,943 shares; 2024Q4: 27,886 shares; 2025Q1: 28,627 shares; 2025Q2: 30,007 shares; 2025Q3: 29,409 shares; 2025Q4: 29,957 shares 29,957 $9.23M 0.22% +548 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: 180,225 shares; 2024Q4: 197,916 shares; 2025Q1: 208,558 shares; 2025Q2: 210,425 shares; 2025Q3: 214,565 shares; 2025Q4: 222,234 shares 222,234 $9.05M 0.22% +7,669 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,075 shares; 2024Q4: 8,312 shares; 2025Q1: 9,338 shares; 2025Q2: 12,850 shares; 2025Q3: 14,076 shares; 2025Q4: 13,779 shares 13,779 $9.01M 0.22% -297 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: 37,721 shares; 2024Q4: 36,970 shares; 2025Q1: 33,309 shares; 2025Q2: 31,540 shares; 2025Q3: 29,691 shares; 2025Q4: 28,830 shares 28,830 $9M 0.22% -861 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: 69,318 shares; 2024Q4: 75,267 shares; 2025Q1: 71,816 shares; 2025Q2: 69,296 shares; 2025Q3: 68,396 shares; 2025Q4: 69,646 shares 69,646 $8.73M 0.21% +1,250 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: 70,252 shares; 2024Q4: 80,956 shares; 2025Q1: 85,660 shares; 2025Q2: 82,172 shares; 2025Q3: 82,461 shares; 2025Q4: 74,618 shares 74,618 $8.71M 0.21% -7,843 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: 33,054 shares; 2024Q4: 35,161 shares; 2025Q1: 35,697 shares; 2025Q2: 35,964 shares; 2025Q3: 37,002 shares; 2025Q4: 37,113 shares 37,113 $8.59M 0.21% +111 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,776 shares; 2024Q4: 1,445,464 shares; 2025Q1: 112,700 shares; 2025Q2: 144,805 shares; 2025Q3: 151,569 shares; 2025Q4: 187,950 shares 187,950 $8.35M 0.2% +36,381 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: 5,478 shares; 2024Q4: 7,021 shares; 2025Q1: 7,254 shares; 2025Q2: 8,570 shares; 2025Q3: 8,794 shares; 2025Q4: 9,474 shares 9,474 $8.33M 0.2% +680 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: 4,546 shares; 2024Q4: 4,555 shares; 2025Q1: 4,419 shares; 2025Q2: 5,061 shares; 2025Q3: 6,692 shares; 2025Q4: 7,764 shares 7,764 $8.31M 0.2% +1,072 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: 14,335 shares; 2024Q4: 17,303 shares; 2025Q1: 18,288 shares; 2025Q2: 23,334 shares; 2025Q3: 76,708 shares; 2025Q4: 101,855 shares 101,855 $8.27M 0.2% +25,147 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: 63,667 shares; 2024Q4: 76,972 shares; 2025Q1: 81,932 shares; 2025Q2: 80,212 shares; 2025Q3: 83,931 shares; 2025Q4: 86,721 shares 86,721 $8.08M 0.2% +2,790 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,612 shares; 2024Q4: 37,566 shares; 2025Q1: 34,180 shares; 2025Q2: 31,983 shares; 2025Q3: 30,824 shares; 2025Q4: 27,400 shares 27,400 $7.95M 0.19% -3,424 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: 42,471 shares; 2024Q4: 45,471 shares; 2025Q1: 48,070 shares; 2025Q2: 45,387 shares; 2025Q3: 45,824 shares; 2025Q4: 46,294 shares 46,294 $7.92M 0.19% +470 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,169 shares; 2024Q4: 29,517 shares; 2025Q1: 30,652 shares; 2025Q2: 39,965 shares; 2025Q3: 42,538 shares; 2025Q4: 42,750 shares 42,750 $7.78M 0.19% +212 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: 6,769 shares; 2024Q4: 8,217 shares; 2025Q1: 9,492 shares; 2025Q2: 9,624 shares; 2025Q3: 9,633 shares; 2025Q4: 50,529 shares 50,529 $7.74M 0.19% +40,896 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,209 shares; 2024Q4: 11,073 shares; 2025Q1: 10,958 shares; 2025Q2: 12,695 shares; 2025Q3: 13,375 shares; 2025Q4: 18,303 shares 18,303 $7.72M 0.19% +4,928 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,302 shares; 2024Q4: 43,447 shares; 2025Q1: 46,911 shares; 2025Q2: 44,021 shares; 2025Q3: 40,183 shares; 2025Q4: 38,000 shares 38,000 $7.72M 0.19% -2,183 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: 73,183 shares; 2024Q4: 103,155 shares; 2025Q1: 105,026 shares; 2025Q2: 109,812 shares; 2025Q3: 118,104 shares; 2025Q4: 99,597 shares 99,597 $7.67M 0.19% -18,507 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 84,748 shares; 2025Q4: 87,794 shares 87,794 $7.63M 0.19% +3,046 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: 30,674 shares; 2024Q4: 16,232 shares; 2025Q1: 16,122 shares; 2025Q2: 17,280 shares; 2025Q3: 16,829 shares; 2025Q4: 16,229 shares 16,229 $7.61M 0.18% -600 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: 125,399 shares; 2024Q4: 123,853 shares; 2025Q1: 126,852 shares; 2025Q2: 121,171 shares; 2025Q3: 96,552 shares; 2025Q4: 94,425 shares 94,425 $7.58M 0.18% -2,127 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: 19,768 shares; 2024Q4: 21,560 shares; 2025Q1: 20,871 shares; 2025Q2: 20,406 shares; 2025Q3: 27,132 shares; 2025Q4: 27,517 shares 27,517 $7.46M 0.18% +385 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 35,930 shares; 2025Q1: 41,252 shares; 2025Q2: 40,588 shares; 2025Q3: 41,524 shares; 2025Q4: 43,542 shares 43,542 $7.45M 0.18% +2,018 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: 8,604 shares; 2024Q4: 8,249 shares; 2025Q1: 8,345 shares; 2025Q2: 8,161 shares; 2025Q3: 9,108 shares; 2025Q4: 9,017 shares 9,017 $7.3M 0.18% -91 Timeline ARGX ARGENX SE More: the full row for ARGENX SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,477 shares; 2025Q2: 7,986 shares; 2025Q3: 8,604 shares; 2025Q4: 8,651 shares 8,651 $7.28M 0.18% +47 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: 141,658 shares; 2024Q4: 154,447 shares; 2025Q1: 132,839 shares; 2025Q2: 126,724 shares; 2025Q3: 122,601 shares; 2025Q4: 124,600 shares 124,600 $7.18M 0.17% +1,999 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,893 shares; 2024Q4: 52,985 shares; 2025Q1: 58,108 shares; 2025Q2: 56,826 shares; 2025Q3: 52,753 shares; 2025Q4: 46,793 shares 46,793 $7.11M 0.17% -5,960 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: 90,925 shares; 2024Q4: 91,660 shares; 2025Q1: 88,961 shares; 2025Q2: 79,572 shares; 2025Q3: 78,300 shares; 2025Q4: 75,947 shares 75,947 $7.11M 0.17% -2,353 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: 181,872 shares; 2024Q4: 214,508 shares; 2025Q1: 292,143 shares; 2025Q2: 271,729 shares; 2025Q3: 277,166 shares; 2025Q4: 285,187 shares 285,187 $7.08M 0.17% +8,021 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: 57,774 shares; 2024Q4: 56,888 shares; 2025Q1: 60,493 shares; 2025Q2: 58,703 shares; 2025Q3: 60,453 shares; 2025Q4: 62,216 shares 62,216 $7.08M 0.17% +1,763 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,720 shares; 2024Q4: 11,946 shares; 2025Q1: 12,090 shares; 2025Q2: 13,627 shares; 2025Q3: 12,757 shares; 2025Q4: 12,475 shares 12,475 $7.07M 0.17% -282 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,910 shares; 2024Q4: 7,608 shares; 2025Q1: 11,301 shares; 2025Q2: 15,729 shares; 2025Q3: 17,944 shares; 2025Q4: 19,913 shares 19,913 $7.03M 0.17% +1,969 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: 9,929 shares; 2024Q4: 11,298 shares; 2025Q1: 11,229 shares; 2025Q2: 11,834 shares; 2025Q3: 13,364 shares; 2025Q4: 13,345 shares 13,345 $6.97M 0.17% -19 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: 36,217 shares; 2024Q4: 43,286 shares; 2025Q1: 42,428 shares; 2025Q2: 39,935 shares; 2025Q3: 40,465 shares; 2025Q4: 38,746 shares 38,746 $6.88M 0.17% -1,719 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,832 shares; 2024Q4: 54,907 shares; 2025Q1: 54,808 shares; 2025Q2: 47,775 shares; 2025Q3: 67,103 shares; 2025Q4: 71,015 shares 71,015 $6.82M 0.17% +3,912 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: 17,562 shares; 2024Q4: 18,791 shares; 2025Q1: 16,988 shares; 2025Q2: 16,992 shares; 2025Q3: 16,402 shares; 2025Q4: 15,868 shares 15,868 $6.77M 0.16% -534 Timeline AGX ARGAN INC More: the full row for ARGAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 23,432 shares; 2025Q2: 24,425 shares; 2025Q3: 24,833 shares; 2025Q4: 21,408 shares 21,408 $6.71M 0.16% -3,425 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,894 shares; 2024Q4: 24,583 shares; 2025Q1: 22,581 shares; 2025Q2: 24,453 shares; 2025Q3: 26,646 shares; 2025Q4: 25,962 shares 25,962 $6.67M 0.16% -684 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,437 shares; 2024Q4: 46,258 shares; 2025Q1: 39,387 shares; 2025Q2: 41,917 shares; 2025Q3: 64,297 shares; 2025Q4: 65,569 shares 65,569 $6.5M 0.16% +1,272 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: 15,698 shares; 2024Q4: 16,471 shares; 2025Q1: 3,610 shares; 2025Q2: 3,916 shares; 2025Q3: 3,881 shares; 2025Q4: 23,495 shares 23,495 $6.47M 0.16% +19,614 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: 23,064 shares; 2024Q4: 23,552 shares; 2025Q1: 23,602 shares; 2025Q2: 21,025 shares; 2025Q3: 21,271 shares; 2025Q4: 21,550 shares 21,550 $6.33M 0.15% +279 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: 23,366 shares; 2024Q4: 24,955 shares; 2025Q1: 29,092 shares; 2025Q2: 29,907 shares; 2025Q3: 30,163 shares; 2025Q4: 30,217 shares 30,217 $6.2M 0.15% +54 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,187 shares; 2024Q4: 9,887 shares; 2025Q1: 10,615 shares; 2025Q2: 12,042 shares; 2025Q3: 11,874 shares; 2025Q4: 10,629 shares 10,629 $6.17M 0.15% -1,245 Timeline TTMI TTM TECHNOLOGIES INC More: the full row for TTM TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 88,198 shares; 2025Q4: 88,766 shares 88,766 $6.12M 0.15% +568 Timeline TLT 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: 31,226 shares; 2024Q4: 144,234 shares; 2025Q1: 32,573 shares; 2025Q2: 34,412 shares; 2025Q3: 70,441 shares; 2025Q4: 69,594 shares 69,594 $6.07M 0.15% -847 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,955 shares; 2024Q4: 17,734 shares; 2025Q1: 23,642 shares; 2025Q2: 25,086 shares; 2025Q3: 26,453 shares; 2025Q4: 29,052 shares 29,052 $6.06M 0.15% +2,599 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 130,940 shares; 2024Q4: 138,164 shares; 2025Q1: 135,866 shares; 2025Q2: 134,387 shares; 2025Q3: 132,929 shares; 2025Q4: 188,658 shares 188,658 $6.05M 0.15% +55,729 Timeline UI UBIQUITI INC More: the full row for UBIQUITI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,795 shares 10,795 $5.97M 0.15% new Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 654,262 shares; 2025Q1: not reported; 2025Q2: 16,192 shares; 2025Q3: 21,179 shares; 2025Q4: 23,547 shares 23,547 $5.96M 0.14% +2,368 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,523 shares; 2024Q4: 9,936 shares; 2025Q1: 10,043 shares; 2025Q2: 8,722 shares; 2025Q3: 8,922 shares; 2025Q4: 10,276 shares 10,276 $5.95M 0.14% +1,354 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: 33,861 shares; 2024Q4: 35,514 shares; 2025Q1: 33,213 shares; 2025Q2: 10,688 shares; 2025Q3: 13,292 shares; 2025Q4: 18,588 shares 18,588 $5.92M 0.14% +5,296 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,575 shares; 2024Q4: 969,526 shares; 2025Q1: 121,725 shares; 2025Q2: 116,155 shares; 2025Q3: 115,191 shares; 2025Q4: 181,109 shares 181,109 $5.91M 0.14% +65,918 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: 45,759 shares; 2024Q4: 44,670 shares; 2025Q1: 42,959 shares; 2025Q2: 39,231 shares; 2025Q3: 40,991 shares; 2025Q4: 37,897 shares 37,897 $5.82M 0.14% -3,094 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 reported; 2024Q4: 165,253 shares; 2025Q1: 57,271 shares; 2025Q2: 61,158 shares; 2025Q3: 62,229 shares; 2025Q4: 57,898 shares 57,898 $5.78M 0.14% -4,331 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: 35,119 shares; 2024Q4: 41,543 shares; 2025Q1: 43,202 shares; 2025Q2: 63,355 shares; 2025Q3: 68,972 shares; 2025Q4: 70,087 shares 70,087 $5.73M 0.14% +1,115 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: 234,455 shares; 2024Q4: 247,805 shares; 2025Q1: 263,936 shares; 2025Q2: 230,680 shares; 2025Q3: 214,176 shares; 2025Q4: 227,518 shares 227,518 $5.67M 0.14% +13,342 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,863 shares; 2025Q3: 5,973 shares; 2025Q4: 6,064 shares 6,064 $5.66M 0.14% +91 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: 49,587 shares; 2024Q4: 100,721 shares; 2025Q1: 57,672 shares; 2025Q2: 70,593 shares; 2025Q3: 73,811 shares; 2025Q4: 74,582 shares 74,582 $5.63M 0.14% +771 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: 42,010 shares; 2024Q4: 43,819 shares; 2025Q1: 37,263 shares; 2025Q2: 37,250 shares; 2025Q3: 34,476 shares; 2025Q4: 28,352 shares 28,352 $5.53M 0.13% -6,124 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: 40,210 shares; 2024Q4: 34,349 shares; 2025Q1: 39,103 shares; 2025Q2: 36,889 shares; 2025Q3: 39,217 shares; 2025Q4: 55,111 shares 55,111 $5.51M 0.13% +15,894 Timeline CVNA CARVANA CO More: the full row for CARVANA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,507 shares; 2025Q1: 1,639 shares; 2025Q2: 10,933 shares; 2025Q3: 11,482 shares; 2025Q4: 12,959 shares 12,959 $5.47M 0.13% +1,477 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: 18,322 shares; 2024Q4: 120,313 shares; 2025Q1: 22,868 shares; 2025Q2: 22,476 shares; 2025Q3: 22,862 shares; 2025Q4: 28,547 shares 28,547 $5.45M 0.13% +5,685 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: 69,429 shares; 2024Q4: 94,621 shares; 2025Q1: 74,725 shares; 2025Q2: 117,725 shares; 2025Q3: 130,449 shares; 2025Q4: 181,579 shares 181,579 $5.43M 0.13% +51,130 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 145,694 shares; 2024Q4: 365,461 shares; 2025Q1: 123,318 shares; 2025Q2: 90,215 shares; 2025Q3: 102,157 shares; 2025Q4: 108,153 shares 108,153 $5.41M 0.13% +5,996 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: 8,547 shares; 2024Q4: 10,129 shares; 2025Q1: 11,977 shares; 2025Q2: 11,628 shares; 2025Q3: 11,471 shares; 2025Q4: 11,434 shares 11,434 $5.32M 0.13% -37 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,669 shares; 2024Q4: 197,601 shares; 2025Q1: 102,314 shares; 2025Q2: 119,402 shares; 2025Q3: 117,365 shares; 2025Q4: 118,644 shares 118,644 $5.26M 0.13% +1,279 Timeline FXG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,941 shares; 2024Q4: 80,910 shares; 2025Q1: 62,359 shares; 2025Q2: 68,781 shares; 2025Q3: 76,614 shares; 2025Q4: 83,822 shares 83,822 $5.09M 0.12% +7,208 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: 29,860 shares; 2024Q4: 35,463 shares; 2025Q1: 38,340 shares; 2025Q2: 36,307 shares; 2025Q3: 45,495 shares; 2025Q4: 44,076 shares 44,076 $5.08M 0.12% -1,419 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: 730 shares; 2024Q4: 920 shares; 2025Q1: 921 shares; 2025Q2: 939 shares; 2025Q3: 950 shares; 2025Q4: 945 shares 945 $5.06M 0.12% -5 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,758 shares; 2024Q4: 89,480 shares; 2025Q1: 97,825 shares; 2025Q2: 97,645 shares; 2025Q3: 102,161 shares; 2025Q4: 105,162 shares 105,162 $5.03M 0.12% +3,001 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,154 shares; 2024Q4: 120,318 shares; 2025Q1: 62,317 shares; 2025Q2: 54,759 shares; 2025Q3: 52,468 shares; 2025Q4: 190,382 shares 190,382 $4.99M 0.12% +137,914 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 287,808 shares; 2024Q4: 288,382 shares; 2025Q1: 317,527 shares; 2025Q2: 318,111 shares; 2025Q3: 302,846 shares; 2025Q4: 301,601 shares 301,601 $4.97M 0.12% -1,245 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: 3,122 shares; 2024Q4: 3,894 shares; 2025Q1: 3,816 shares; 2025Q2: 3,680 shares; 2025Q3: 3,684 shares; 2025Q4: 4,016 shares 4,016 $4.88M 0.12% +332 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,501 shares; 2024Q4: 28,177 shares; 2025Q1: 28,180 shares; 2025Q2: 27,527 shares; 2025Q3: 27,263 shares; 2025Q4: 27,456 shares 27,456 $4.75M 0.12% +193 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,483 shares; 2025Q1: 3,619 shares; 2025Q2: 3,454 shares; 2025Q3: 3,589 shares; 2025Q4: 4,419 shares 4,419 $4.73M 0.11% +830 Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,577 shares; 2024Q4: 3,318 shares; 2025Q1: 4,188 shares; 2025Q2: 19,650 shares; 2025Q3: 21,848 shares; 2025Q4: 22,657 shares 22,657 $4.7M 0.11% +809 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,698 shares; 2024Q4: 26,661 shares; 2025Q1: 24,056 shares; 2025Q2: 22,467 shares; 2025Q3: 18,960 shares; 2025Q4: 13,352 shares 13,352 $4.67M 0.11% -5,608 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,812 shares; 2024Q4: 74,364 shares; 2025Q1: 25,898 shares; 2025Q2: 34,643 shares; 2025Q3: 45,876 shares; 2025Q4: 45,701 shares 45,701 $4.66M 0.11% -175 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,446 shares; 2024Q4: 157,159 shares; 2025Q1: 9,641 shares; 2025Q2: 9,464 shares; 2025Q3: 7,478 shares; 2025Q4: 7,505 shares 7,505 $4.61M 0.11% +27 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: 14,888 shares; 2024Q4: 18,119 shares; 2025Q1: 17,421 shares; 2025Q2: 17,459 shares; 2025Q3: 20,007 shares; 2025Q4: 21,124 shares 21,124 $4.59M 0.11% +1,117 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,249 shares; 2024Q4: 31,419 shares; 2025Q1: 32,718 shares; 2025Q2: 42,877 shares; 2025Q3: 36,998 shares; 2025Q4: 46,338 shares 46,338 $4.53M 0.11% +9,340 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: 8 shares; 2024Q4: 7 shares; 2025Q1: 7 shares; 2025Q2: 7 shares; 2025Q3: 7 shares; 2025Q4: 6 shares 6 $4.53M 0.11% -1 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,464 shares; 2024Q4: 72,088 shares; 2025Q1: 72,776 shares; 2025Q2: 69,315 shares; 2025Q3: 73,196 shares; 2025Q4: 76,807 shares 76,807 $4.5M 0.11% +3,611 Timeline SMCI SUPER MICRO COMPUTER INC More: the full row for SUPER MICRO COMPUTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 191,738 shares; 2025Q1: 203,158 shares; 2025Q2: 174,779 shares; 2025Q3: 160,129 shares; 2025Q4: 153,234 shares 153,234 $4.49M 0.11% -6,895 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 186,566 shares; 2024Q4: 354,509 shares; 2025Q1: 169,961 shares; 2025Q2: 89,615 shares; 2025Q3: 93,011 shares; 2025Q4: 96,958 shares 96,958 $4.47M 0.11% +3,947 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,373 shares; 2024Q4: 24,328 shares; 2025Q1: 21,930 shares; 2025Q2: 21,830 shares; 2025Q3: 13,216 shares; 2025Q4: 13,182 shares 13,182 $4.44M 0.11% -34 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,082 shares; 2024Q4: 328,192 shares; 2025Q1: 58,765 shares; 2025Q2: 73,901 shares; 2025Q3: 77,216 shares; 2025Q4: 94,752 shares 94,752 $4.44M 0.11% +17,536 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,986 shares; 2024Q4: 54,581 shares; 2025Q1: 39,326 shares; 2025Q2: 39,921 shares; 2025Q3: 36,656 shares; 2025Q4: 50,394 shares 50,394 $4.41M 0.11% +13,738 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: 45,719 shares; 2024Q4: 71,049 shares; 2025Q1: 76,073 shares; 2025Q2: 73,685 shares; 2025Q3: 87,635 shares; 2025Q4: 81,435 shares 81,435 $4.39M 0.11% -6,200 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,844 shares; 2024Q4: 6,940 shares; 2025Q1: 7,009 shares; 2025Q2: 7,595 shares; 2025Q3: 7,640 shares; 2025Q4: 7,570 shares 7,570 $4.32M 0.1% -70 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: 8,531 shares; 2024Q4: 10,196 shares; 2025Q1: 9,571 shares; 2025Q2: 10,158 shares; 2025Q3: 6,767 shares; 2025Q4: 6,486 shares 6,486 $4.3M 0.1% -281 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,460 shares; 2024Q4: 4,883 shares; 2025Q1: 5,631 shares; 2025Q2: 5,930 shares; 2025Q3: 5,424 shares; 2025Q4: 8,401 shares 8,401 $4.29M 0.1% +2,977 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,393 shares; 2024Q4: 41,828 shares; 2025Q1: 41,137 shares; 2025Q2: 39,337 shares; 2025Q3: 39,181 shares; 2025Q4: 38,705 shares 38,705 $4.27M 0.1% -476 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,776 shares; 2024Q4: 66,488 shares; 2025Q1: 71,120 shares; 2025Q2: 72,762 shares; 2025Q3: 78,203 shares; 2025Q4: 79,928 shares 79,928 $4.26M 0.1% +1,725 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,194 shares; 2024Q4: 6,267 shares; 2025Q1: 12,963 shares; 2025Q2: 12,819 shares; 2025Q3: 15,414 shares; 2025Q4: 15,260 shares 15,260 $4.26M 0.1% -154 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 63,724 shares; 2025Q1: 23,917 shares; 2025Q2: 16,639 shares; 2025Q3: 19,684 shares; 2025Q4: 22,042 shares 22,042 $4.22M 0.1% +2,358 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: 24,985 shares; 2024Q4: 27,740 shares; 2025Q1: 30,820 shares; 2025Q2: 30,591 shares; 2025Q3: 32,847 shares; 2025Q4: 32,320 shares 32,320 $4.17M 0.1% -527 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: 31,381 shares; 2024Q4: 32,740 shares; 2025Q1: 31,630 shares; 2025Q2: 30,930 shares; 2025Q3: 31,073 shares; 2025Q4: 31,259 shares 31,259 $4.15M 0.1% +186 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 63,312 shares; 2025Q1: 50,581 shares; 2025Q2: 52,002 shares; 2025Q3: 57,254 shares; 2025Q4: 49,468 shares 49,468 $4.14M 0.1% -7,786 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: 23,431 shares; 2024Q4: 26,182 shares; 2025Q1: 27,364 shares; 2025Q2: 20,944 shares; 2025Q3: 25,856 shares; 2025Q4: 25,336 shares 25,336 $4.06M 0.1% -520 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: 23,730 shares; 2024Q4: 32,128 shares; 2025Q1: 34,435 shares; 2025Q2: 33,020 shares; 2025Q3: 33,370 shares; 2025Q4: 33,032 shares 33,032 $4.05M 0.1% -338 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,994 shares; 2024Q4: 28,092 shares; 2025Q1: 28,801 shares; 2025Q2: 29,203 shares; 2025Q3: 34,368 shares; 2025Q4: 32,822 shares 32,822 $4.04M 0.1% -1,546 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: 16,833 shares; 2024Q4: 1,390,683 shares; 2025Q1: 48,518 shares; 2025Q2: 59,388 shares; 2025Q3: 61,828 shares; 2025Q4: 147,069 shares 147,069 $4.03M 0.1% +85,241 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,836 shares; 2024Q4: 23,634 shares; 2025Q1: 16,690 shares; 2025Q2: 17,393 shares; 2025Q3: 17,664 shares; 2025Q4: 17,996 shares 17,996 $4.02M 0.1% +332 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: 85,636 shares; 2024Q4: 85,975 shares; 2025Q1: 85,885 shares; 2025Q2: 86,721 shares; 2025Q3: 87,277 shares; 2025Q4: 86,232 shares 86,232 $3.99M 0.1% -1,045 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: 76,708 shares; 2024Q4: 80,103 shares; 2025Q1: 110,907 shares; 2025Q2: 76,844 shares; 2025Q3: 72,908 shares; 2025Q4: 107,739 shares 107,739 $3.98M 0.1% +34,831 Timeline ACIO ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27,787 shares; 2025Q3: 27,713 shares; 2025Q4: 90,767 shares 90,767 $3.97M 0.1% +63,054 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,578 shares; 2024Q4: 2,679 shares; 2025Q1: 2,699 shares; 2025Q2: 41,849 shares; 2025Q3: 42,065 shares; 2025Q4: 43,330 shares 43,330 $3.95M 0.1% +1,265 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: 15,821 shares; 2024Q4: 17,534 shares; 2025Q1: 16,868 shares; 2025Q2: 17,153 shares; 2025Q3: 19,245 shares; 2025Q4: 19,118 shares 19,118 $3.93M 0.1% -127 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: 28,227 shares; 2024Q4: 29,241 shares; 2025Q1: 24,230 shares; 2025Q2: 21,139 shares; 2025Q3: 20,051 shares; 2025Q4: 14,398 shares 14,398 $3.86M 0.09% -5,653 Timeline HSAI HESAI GROUP More: the full row for HESAI GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 195,290 shares; 2025Q2: 195,516 shares; 2025Q3: 183,297 shares; 2025Q4: 171,999 shares 171,999 $3.85M 0.09% -11,298 Timeline SSRM SSR MINING IN More: the full row for SSR MINING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 172,671 shares; 2025Q4: 175,230 shares 175,230 $3.84M 0.09% +2,559 Timeline EAT BRINKER INTL INC More: the full row for BRINKER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,731 shares; 2025Q3: 21,548 shares; 2025Q4: 26,282 shares 26,282 $3.77M 0.09% +4,734 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: 6,227 shares; 2024Q4: 9,382 shares; 2025Q1: 9,663 shares; 2025Q2: 12,075 shares; 2025Q3: 12,386 shares; 2025Q4: 15,562 shares 15,562 $3.77M 0.09% +3,176 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 229,547 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 185,192 shares 185,192 $3.75M 0.09% new Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,894 shares; 2024Q4: 13,296 shares; 2025Q1: 12,362 shares; 2025Q2: 12,460 shares; 2025Q3: 12,630 shares; 2025Q4: 11,515 shares 11,515 $3.73M 0.09% -1,115 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: 27,958 shares; 2024Q4: 32,602 shares; 2025Q1: 34,804 shares; 2025Q2: 36,139 shares; 2025Q3: 36,462 shares; 2025Q4: 35,156 shares 35,156 $3.69M 0.09% -1,306 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 55,549 shares; 2025Q1: 54,626 shares; 2025Q2: 57,021 shares; 2025Q3: 70,180 shares; 2025Q4: 60,893 shares 60,893 $3.65M 0.09% -9,287 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 106,858 shares; 2025Q1: 1,996 shares; 2025Q2: 25,413 shares; 2025Q3: 28,920 shares; 2025Q4: 25,290 shares 25,290 $3.63M 0.09% -3,630 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 70,608 shares; 2025Q4: 75,965 shares 75,965 $3.6M 0.09% +5,357 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,036 shares; 2024Q4: 18,157 shares; 2025Q1: 16,971 shares; 2025Q2: 17,027 shares; 2025Q3: 19,278 shares; 2025Q4: 18,389 shares 18,389 $3.59M 0.09% -889 Timeline EMBJ EMBRAER S.A. More: the full row for EMBRAER S.A. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 56,888 shares; 2025Q3: 56,909 shares; 2025Q4: 55,580 shares 55,580 $3.58M 0.09% -1,329 Timeline AXS AXIS CAP HLDGS LTD More: the full row for AXIS CAP HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,549 shares; 2024Q4: 33,298 shares; 2025Q1: 33,357 shares; 2025Q2: 32,931 shares; 2025Q3: 32,757 shares; 2025Q4: 33,306 shares 33,306 $3.57M 0.09% +549 Timeline HL HECLA MINING COMPANY More: the full row for HECLA MINING COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,061 shares; 2025Q4: 185,782 shares 185,782 $3.57M 0.09% +168,721 Timeline GWRE GUIDEWIRE SOFTWARE INC More: the full row for GUIDEWIRE SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,526 shares; 2025Q1: 16,438 shares; 2025Q2: 16,546 shares; 2025Q3: 19,619 shares; 2025Q4: 17,712 shares 17,712 $3.56M 0.09% -1,907 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: 30,344 shares; 2024Q4: 28,914 shares; 2025Q1: 28,210 shares; 2025Q2: 23,101 shares; 2025Q3: 21,878 shares; 2025Q4: 21,972 shares 21,972 $3.54M 0.09% +94 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,193 shares; 2025Q1: 9,812 shares; 2025Q2: 29,762 shares; 2025Q3: 31,239 shares; 2025Q4: 31,065 shares 31,065 $3.51M 0.09% -174 Timeline SEVN SEVEN HILLS REALTY TRUST More: the full row for SEVEN HILLS REALTY TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 309,957 shares; 2024Q4: 292,336 shares; 2025Q1: 280,404 shares; 2025Q2: 271,421 shares; 2025Q3: 302,517 shares; 2025Q4: 390,391 shares 390,391 $3.47M 0.08% +87,874 Timeline ESLT ELBIT SYS LTD More: the full row for ELBIT SYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,981 shares; 2025Q3: 6,127 shares; 2025Q4: 5,987 shares 5,987 $3.46M 0.08% -140 Timeline AVIG AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 76,888 shares; 2025Q4: 82,381 shares 82,381 $3.45M 0.08% +5,493 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 reported; 2024Q4: 151,619 shares; 2025Q1: 34,478 shares; 2025Q2: 36,890 shares; 2025Q3: 41,123 shares; 2025Q4: 35,984 shares 35,984 $3.43M 0.08% -5,139 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,605 shares 14,605 $3.42M 0.08% new Timeline DSGX DESCARTES SYS GROUP INC More: the full row for DESCARTES SYS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,934 shares; 2024Q4: 38,947 shares; 2025Q1: 38,520 shares; 2025Q2: 38,641 shares; 2025Q3: 38,662 shares; 2025Q4: 38,515 shares 38,515 $3.38M 0.08% -147 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: 6,824 shares; 2024Q4: 8,149 shares; 2025Q1: 8,250 shares; 2025Q2: 8,080 shares; 2025Q3: 9,642 shares; 2025Q4: 9,581 shares 9,581 $3.37M 0.08% -61 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,580 shares; 2024Q4: 106,020 shares; 2025Q1: 122,646 shares; 2025Q2: 111,029 shares; 2025Q3: 112,358 shares; 2025Q4: 122,259 shares 122,259 $3.36M 0.08% +9,901 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,627 shares; 2024Q4: 3,679 shares; 2025Q1: 3,581 shares; 2025Q2: 3,704 shares; 2025Q3: 3,803 shares; 2025Q4: 11,594 shares 11,594 $3.33M 0.08% +7,791 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: 20,904 shares; 2024Q4: 25,452 shares; 2025Q1: 26,684 shares; 2025Q2: 17,976 shares; 2025Q3: 19,258 shares; 2025Q4: 18,848 shares 18,848 $3.27M 0.08% -410 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: 5,729 shares; 2024Q4: 8,454 shares; 2025Q1: 10,357 shares; 2025Q2: 21,840 shares; 2025Q3: 28,462 shares; 2025Q4: 27,143 shares 27,143 $3.25M 0.08% -1,319 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 77,373 shares; 2025Q3: 77,598 shares; 2025Q4: 73,888 shares 73,888 $3.24M 0.08% -3,710 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,653 shares; 2024Q4: 53,662 shares; 2025Q1: 43,288 shares; 2025Q2: 37,940 shares; 2025Q3: 53,601 shares; 2025Q4: 46,293 shares 46,293 $3.21M 0.08% -7,308 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,946 shares; 2025Q2: 6,631 shares; 2025Q3: 6,674 shares; 2025Q4: 10,107 shares 10,107 $3.18M 0.08% +3,433 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,607 shares; 2024Q4: 44,826 shares; 2025Q1: 32,863 shares; 2025Q2: 21,406 shares; 2025Q3: 21,386 shares; 2025Q4: 21,278 shares 21,278 $3.17M 0.08% -108 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,209 shares; 2024Q4: 58,470 shares; 2025Q1: 66,314 shares; 2025Q2: 70,533 shares; 2025Q3: 19,398 shares; 2025Q4: 19,420 shares 19,420 $3.13M 0.08% +22 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,156 shares; 2024Q4: 9,230 shares; 2025Q1: 9,741 shares; 2025Q2: 14,326 shares; 2025Q3: 18,528 shares; 2025Q4: 19,291 shares 19,291 $3.12M 0.08% +763 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 55,469 shares; 2025Q1: 10,333 shares; 2025Q2: 12,442 shares; 2025Q3: 23,860 shares; 2025Q4: 64,403 shares 64,403 $3.11M 0.08% +40,543 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: 107,957 shares; 2024Q4: 84,488 shares; 2025Q1: 76,761 shares; 2025Q2: 73,344 shares; 2025Q3: 80,103 shares; 2025Q4: 85,835 shares 85,835 $3.11M 0.08% +5,732 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,822 shares; 2024Q4: 19,980 shares; 2025Q1: 19,029 shares; 2025Q2: 45,358 shares; 2025Q3: 67,056 shares; 2025Q4: 77,469 shares 77,469 $3.11M 0.08% +10,413 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: 18,100 shares; 2024Q4: 19,582 shares; 2025Q1: 19,341 shares; 2025Q2: 18,437 shares; 2025Q3: 18,570 shares; 2025Q4: 12,544 shares 12,544 $3.09M 0.08% -6,026 Timeline PSIX POWER SOLUTIONS INTL INC More: the full row for POWER SOLUTIONS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 42,940 shares; 2025Q2: 54,545 shares; 2025Q3: 54,475 shares; 2025Q4: 53,975 shares 53,975 $3.08M 0.07% -500 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: 2,023 shares; 2024Q4: 2,544 shares; 2025Q1: 2,541 shares; 2025Q2: 4,543 shares; 2025Q3: 12,111 shares; 2025Q4: 12,272 shares 12,272 $3.08M 0.07% +161 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,589 shares; 2024Q4: 9,669 shares; 2025Q1: 9,672 shares; 2025Q2: 10,252 shares; 2025Q3: 12,056 shares; 2025Q4: 18,114 shares 18,114 $3.07M 0.07% +6,058 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: 14,271 shares; 2024Q4: 32,233 shares; 2025Q1: 33,116 shares; 2025Q2: 32,527 shares; 2025Q3: 32,455 shares; 2025Q4: 32,910 shares 32,910 $3.04M 0.07% +455 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 466,795 shares; 2025Q1: 17,187 shares; 2025Q2: 19,627 shares; 2025Q3: 22,131 shares; 2025Q4: 52,408 shares 52,408 $3.03M 0.07% +30,277 Timeline SPYV 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: 25,423 shares; 2024Q4: 1,553,951 shares; 2025Q1: 27,766 shares; 2025Q2: 35,900 shares; 2025Q3: 41,209 shares; 2025Q4: 53,379 shares 53,379 $3.03M 0.07% +12,170 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 977 shares; 2024Q4: 157,967 shares; 2025Q1: not reported; 2025Q2: 7,212 shares; 2025Q3: 7,306 shares; 2025Q4: 21,022 shares 21,022 $3.03M 0.07% +13,716 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 102,562 shares; 2025Q1: 14,668 shares; 2025Q2: 40,896 shares; 2025Q3: 43,953 shares; 2025Q4: 59,982 shares 59,982 $3.02M 0.07% +16,029 Timeline FCCO FIRST CMNTY CORP S C More: the full row for FIRST CMNTY CORP S C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105,945 shares; 2024Q4: 98,803 shares; 2025Q1: 102,823 shares; 2025Q2: 100,982 shares; 2025Q3: 101,076 shares; 2025Q4: 100,834 shares 100,834 $2.99M 0.07% -242 Timeline WLDN WILLDAN GROUP INC More: the full row for WILLDAN GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 27,492 shares; 2025Q4: 28,641 shares 28,641 $2.97M 0.07% +1,149 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,639 shares; 2024Q4: 26,907 shares; 2025Q1: 28,166 shares; 2025Q2: 26,815 shares; 2025Q3: 29,323 shares; 2025Q4: 29,457 shares 29,457 $2.93M 0.07% +134 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,610 shares; 2024Q4: 41,381 shares; 2025Q1: 43,384 shares; 2025Q2: 44,672 shares; 2025Q3: 47,772 shares; 2025Q4: 45,696 shares 45,696 $2.91M 0.07% -2,076 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,788 shares; 2024Q4: 24,391 shares; 2025Q1: 25,589 shares; 2025Q2: 24,677 shares; 2025Q3: 27,927 shares; 2025Q4: 28,328 shares 28,328 $2.9M 0.07% +401 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: 12,777 shares; 2024Q4: 13,354 shares; 2025Q1: 12,637 shares; 2025Q2: 11,965 shares; 2025Q3: 11,849 shares; 2025Q4: 11,205 shares 11,205 $2.88M 0.07% -644 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,019 shares; 2024Q4: 1,598,110 shares; 2025Q1: 18,779 shares; 2025Q2: 24,316 shares; 2025Q3: 26,588 shares; 2025Q4: 26,913 shares 26,913 $2.87M 0.07% +325 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: 29,710 shares; 2024Q4: 228,474 shares; 2025Q1: 29,524 shares; 2025Q2: 29,164 shares; 2025Q3: 28,420 shares; 2025Q4: 31,746 shares 31,746 $2.84M 0.07% +3,326 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 73,081 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 39,748 shares 39,748 $2.84M 0.07% new Timeline FXN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 182,778 shares; 2025Q1: not reported; 2025Q2: 156,601 shares; 2025Q3: 163,179 shares; 2025Q4: 170,591 shares 170,591 $2.81M 0.07% +7,412 Timeline DRSK ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,466 shares; 2025Q3: 28,500 shares; 2025Q4: 98,407 shares 98,407 $2.8M 0.07% +69,907 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: 1,125 shares; 2024Q4: 38,752 shares; 2025Q1: 5,590 shares; 2025Q2: 5,826 shares; 2025Q3: 5,909 shares; 2025Q4: 5,909 shares 5,909 $2.8M 0.07% 0 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 reported; 2024Q4: 1,600 shares; 2025Q1: 1,956 shares; 2025Q2: 3,127 shares; 2025Q3: 3,613 shares; 2025Q4: 4,133 shares 4,133 $2.78M 0.07% +520 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,773 shares; 2024Q4: 5,140 shares; 2025Q1: 5,270 shares; 2025Q2: 5,664 shares; 2025Q3: 5,736 shares; 2025Q4: 5,623 shares 5,623 $2.76M 0.07% -113 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: 1,430 shares; 2024Q4: 86,675 shares; 2025Q1: 3,542 shares; 2025Q2: 3,969 shares; 2025Q3: 3,969 shares; 2025Q4: 5,621 shares 5,621 $2.74M 0.07% +1,652 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,369 shares; 2024Q4: 61,385 shares; 2025Q1: 60,941 shares; 2025Q2: 61,041 shares; 2025Q3: 61,078 shares; 2025Q4: 61,262 shares 61,262 $2.73M 0.07% +184 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: 9,683 shares; 2024Q4: 9,922 shares; 2025Q1: 9,957 shares; 2025Q2: 10,266 shares; 2025Q3: 10,289 shares; 2025Q4: 11,154 shares 11,154 $2.71M 0.07% +865 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: 45,671 shares; 2024Q4: 39,606 shares; 2025Q1: 33,763 shares; 2025Q2: 33,294 shares; 2025Q3: 33,643 shares; 2025Q4: 33,805 shares 33,805 $2.69M 0.07% +162 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,238 shares; 2024Q4: 8,522 shares; 2025Q1: 13,043 shares; 2025Q2: 9,287 shares; 2025Q3: 11,050 shares; 2025Q4: 18,341 shares 18,341 $2.69M 0.07% +7,291 Timeline BHF BRIGHTHOUSE FINL INC More: the full row for BRIGHTHOUSE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,137 shares; 2024Q4: 57,831 shares; 2025Q1: 62,838 shares; 2025Q2: 48,225 shares; 2025Q3: 48,722 shares; 2025Q4: 41,017 shares 41,017 $2.66M 0.06% -7,705 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,633 shares; 2024Q4: 4,583 shares; 2025Q1: 4,671 shares; 2025Q2: 5,171 shares; 2025Q3: 5,318 shares; 2025Q4: 15,106 shares 15,106 $2.65M 0.06% +9,788 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: 11,158 shares; 2024Q4: 16,122 shares; 2025Q1: 16,479 shares; 2025Q2: 21,195 shares; 2025Q3: 39,435 shares; 2025Q4: 39,178 shares 39,178 $2.65M 0.06% -257 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,337 shares; 2024Q4: 21,724 shares; 2025Q1: 22,326 shares; 2025Q2: 22,984 shares; 2025Q3: 25,122 shares; 2025Q4: 25,074 shares 25,074 $2.64M 0.06% -48 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,049 shares; 2024Q4: 12,813 shares; 2025Q1: 12,969 shares; 2025Q2: 11,655 shares; 2025Q3: 11,426 shares; 2025Q4: 14,228 shares 14,228 $2.64M 0.06% +2,802 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: 16,198 shares; 2024Q4: 29,780 shares; 2025Q1: 20,205 shares; 2025Q2: 24,833 shares; 2025Q3: 37,075 shares; 2025Q4: 31,031 shares 31,031 $2.64M 0.06% -6,044 Timeline SSB SOUTHSTATE BK CORP More: the full row for SOUTHSTATE BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 28,291 shares; 2025Q4: 27,921 shares 27,921 $2.63M 0.06% -370 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,485 shares; 2024Q4: 65,952 shares; 2025Q1: 65,975 shares; 2025Q2: 47,813 shares; 2025Q3: 48,623 shares; 2025Q4: 49,171 shares 49,171 $2.62M 0.06% +548 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,432 shares; 2024Q4: 29,386 shares; 2025Q1: 8,895 shares; 2025Q2: 9,094 shares; 2025Q3: 9,147 shares; 2025Q4: 9,476 shares 9,476 $2.62M 0.06% +329 Timeline SEZL SEZZLE INC More: the full row for SEZZLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,320 shares; 2025Q1: 50,106 shares; 2025Q2: 42,816 shares; 2025Q3: 44,913 shares; 2025Q4: 41,341 shares 41,341 $2.62M 0.06% -3,572 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,712 shares; 2024Q4: 7,900 shares; 2025Q1: 8,370 shares; 2025Q2: 14,394 shares; 2025Q3: 39,987 shares; 2025Q4: 39,430 shares 39,430 $2.62M 0.06% -557 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: 1,568 shares; 2024Q4: 2,163 shares; 2025Q1: 2,223 shares; 2025Q2: 2,872 shares; 2025Q3: 2,800 shares; 2025Q4: 3,194 shares 3,194 $2.62M 0.06% +394 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,234 shares; 2024Q4: 17,382 shares; 2025Q1: 14,595 shares; 2025Q2: 15,365 shares; 2025Q3: 14,030 shares; 2025Q4: 15,290 shares 15,290 $2.61M 0.06% +1,260 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,012 shares; 2024Q4: 13,103 shares; 2025Q1: 14,392 shares; 2025Q2: 17,006 shares; 2025Q3: 19,399 shares; 2025Q4: 26,035 shares 26,035 $2.6M 0.06% +6,636 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: 10,050 shares; 2024Q4: 10,428 shares; 2025Q1: 7,891 shares; 2025Q2: 11,865 shares; 2025Q3: 13,148 shares; 2025Q4: 12,222 shares 12,222 $2.59M 0.06% -926 Timeline DY DYCOM INDS INC More: the full row for DYCOM INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 737 shares; 2025Q4: 7,598 shares 7,598 $2.57M 0.06% +6,861 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: 5,344 shares; 2024Q4: 6,298 shares; 2025Q1: 5,830 shares; 2025Q2: 5,681 shares; 2025Q3: 5,543 shares; 2025Q4: 6,590 shares 6,590 $2.56M 0.06% +1,047 Timeline RITM RITHM CAPITAL CORP More: the full row for RITHM CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 224,669 shares; 2024Q4: 222,006 shares; 2025Q1: 226,495 shares; 2025Q2: 222,678 shares; 2025Q3: 220,055 shares; 2025Q4: 234,567 shares 234,567 $2.56M 0.06% +14,512 Timeline TBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,325,522 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 35,362 shares; 2025Q4: 51,190 shares 51,190 $2.55M 0.06% +15,828 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,952 shares; 2024Q4: 84,748 shares; 2025Q1: 72,199 shares; 2025Q2: 73,420 shares; 2025Q3: 78,970 shares; 2025Q4: 83,474 shares 83,474 $2.55M 0.06% +4,504 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,770 shares; 2025Q3: 42,980 shares; 2025Q4: 29,700 shares 29,700 $2.49M 0.06% -13,280 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,118 shares; 2024Q4: 32,945 shares; 2025Q1: 32,165 shares; 2025Q2: 29,728 shares; 2025Q3: 30,044 shares; 2025Q4: 31,279 shares 31,279 $2.48M 0.06% +1,235 Timeline VNET VNET GROUP INC More: the full row for VNET GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 347,113 shares; 2025Q2: 348,738 shares; 2025Q3: 345,956 shares; 2025Q4: 290,908 shares 290,908 $2.46M 0.06% -55,048 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,355 shares; 2024Q4: 17,570 shares; 2025Q1: 18,562 shares; 2025Q2: 23,746 shares; 2025Q3: 32,812 shares; 2025Q4: 33,215 shares 33,215 $2.44M 0.06% +403 Timeline FCNCA FIRST CTZNS BANCSHARES INC D More: the full row for FIRST CTZNS BANCSHARES INC D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,090 shares; 2024Q4: 1,158 shares; 2025Q1: 1,144 shares; 2025Q2: 1,133 shares; 2025Q3: 1,137 shares; 2025Q4: 1,137 shares 1,137 $2.44M 0.06% 0 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: 62,719 shares; 2024Q4: 65,101 shares; 2025Q1: 65,306 shares; 2025Q2: 66,180 shares; 2025Q3: 53,391 shares; 2025Q4: 34,736 shares 34,736 $2.44M 0.06% -18,655 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,717 shares; 2024Q4: 7,792 shares; 2025Q1: 7,664 shares; 2025Q2: 7,488 shares; 2025Q3: 7,277 shares; 2025Q4: 7,822 shares 7,822 $2.43M 0.06% +545 Timeline XPO XPO INC More: the full row for XPO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,170 shares; 2024Q4: 18,869 shares; 2025Q1: 19,279 shares; 2025Q2: 17,997 shares; 2025Q3: 18,236 shares; 2025Q4: 17,702 shares 17,702 $2.41M 0.06% -534 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: 4,641 shares; 2024Q4: 127,351 shares; 2025Q1: 34,908 shares; 2025Q2: 23,403 shares; 2025Q3: 21,885 shares; 2025Q4: 22,366 shares 22,366 $2.4M 0.06% +481 Timeline TPC TUTOR PERINI CORP More: the full row for TUTOR PERINI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 35,451 shares 35,451 $2.38M 0.06% new 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: 8,224 shares; 2024Q4: 7,058 shares; 2025Q1: 7,180 shares; 2025Q2: 17,520 shares; 2025Q3: 17,012 shares; 2025Q4: 17,378 shares 17,378 $2.35M 0.06% +366 Timeline IDUB ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 78,979 shares; 2025Q1: not reported; 2025Q2: 33,435 shares; 2025Q3: 32,707 shares; 2025Q4: 95,968 shares 95,968 $2.33M 0.06% +63,261 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,926 shares; 2024Q4: 12,116 shares; 2025Q1: 8,640 shares; 2025Q2: 12,654 shares; 2025Q3: 16,084 shares; 2025Q4: 43,061 shares 43,061 $2.31M 0.06% +26,977 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: 26,051 shares; 2024Q4: 27,750 shares; 2025Q1: 30,814 shares; 2025Q2: 31,254 shares; 2025Q3: 11,605 shares; 2025Q4: 10,131 shares 10,131 $2.31M 0.06% -1,474 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,011 shares; 2024Q4: 39,662 shares; 2025Q1: 41,061 shares; 2025Q2: 42,660 shares; 2025Q3: 24,116 shares; 2025Q4: 28,255 shares 28,255 $2.26M 0.05% +4,139 Timeline ELAN ELANCO ANIMAL HEALTH INC More: the full row for ELANCO ANIMAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,105 shares; 2025Q3: 98,025 shares; 2025Q4: 99,028 shares 99,028 $2.24M 0.05% +1,003 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,400 shares; 2024Q4: 53,749 shares; 2025Q1: 45,468 shares; 2025Q2: 44,452 shares; 2025Q3: 46,813 shares; 2025Q4: 41,495 shares 41,495 $2.23M 0.05% -5,318 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: 6,868 shares; 2024Q4: 7,082 shares; 2025Q1: 7,276 shares; 2025Q2: 7,705 shares; 2025Q3: 7,646 shares; 2025Q4: 7,709 shares 7,709 $2.23M 0.05% +63 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,162 shares; 2024Q4: 28,292 shares; 2025Q1: 27,131 shares; 2025Q2: 26,544 shares; 2025Q3: 12,519 shares; 2025Q4: 11,279 shares 11,279 $2.22M 0.05% -1,240 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,849 shares; 2024Q4: 39,310 shares; 2025Q1: 27,675 shares; 2025Q2: 27,132 shares; 2025Q3: 26,706 shares; 2025Q4: 26,767 shares 26,767 $2.22M 0.05% +61 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,647 shares; 2024Q4: 15,576 shares; 2025Q1: 14,747 shares; 2025Q2: 15,354 shares; 2025Q3: 14,626 shares; 2025Q4: 13,525 shares 13,525 $2.21M 0.05% -1,101 Timeline NGD NEW GOLD INC More: the full row for NEW GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,143 shares; 2025Q4: 252,470 shares 252,470 $2.2M 0.05% +239,327 Timeline DGRS 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 reported; 2024Q4: 140,985 shares; 2025Q1: not reported; 2025Q2: 46,318 shares; 2025Q3: 42,986 shares; 2025Q4: 44,233 shares 44,233 $2.19M 0.05% +1,247 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,177 shares; 2024Q4: 9,252 shares; 2025Q1: 8,048 shares; 2025Q2: 6,815 shares; 2025Q3: 14,419 shares; 2025Q4: 13,431 shares 13,431 $2.18M 0.05% -988 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,100 shares; 2024Q4: 33,382 shares; 2025Q1: 33,424 shares; 2025Q2: 33,610 shares; 2025Q3: 32,874 shares; 2025Q4: 34,925 shares 34,925 $2.18M 0.05% +2,051 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,797 shares; 2024Q4: 33,231 shares; 2025Q1: 37,397 shares; 2025Q2: 39,459 shares; 2025Q3: 44,523 shares; 2025Q4: 46,495 shares 46,495 $2.16M 0.05% +1,972 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: 28,289 shares; 2024Q4: 31,187 shares; 2025Q1: 31,876 shares; 2025Q2: 31,015 shares; 2025Q3: 27,013 shares; 2025Q4: 27,217 shares 27,217 $2.15M 0.05% +204 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,697 shares; 2025Q3: 10,849 shares; 2025Q4: 49,372 shares 49,372 $2.15M 0.05% +38,523 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,511 shares; 2024Q4: 15,933 shares; 2025Q1: 16,501 shares; 2025Q2: 16,911 shares; 2025Q3: 17,821 shares; 2025Q4: 16,842 shares 16,842 $2.15M 0.05% -979 Timeline OR OR ROYALTIES INC. More: the full row for OR ROYALTIES INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 60,661 shares 60,661 $2.15M 0.05% new Timeline XMHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,008 shares; 2024Q4: 235,333 shares; 2025Q1: 17,751 shares; 2025Q2: 21,728 shares; 2025Q3: 21,467 shares; 2025Q4: 20,926 shares 20,926 $2.14M 0.05% -541 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: 8,164 shares; 2024Q4: 7,364 shares; 2025Q1: 8,774 shares; 2025Q2: 8,490 shares; 2025Q3: 8,203 shares; 2025Q4: 7,404 shares 7,404 $2.14M 0.05% -799 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,447 shares; 2024Q4: 26,785 shares; 2025Q1: 27,099 shares; 2025Q2: 26,370 shares; 2025Q3: 27,226 shares; 2025Q4: 27,067 shares 27,067 $2.14M 0.05% -159 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 62,738 shares; 2025Q1: 26,175 shares; 2025Q2: 25,087 shares; 2025Q3: 30,207 shares; 2025Q4: 26,728 shares 26,728 $2.13M 0.05% -3,479 Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,047 shares; 2025Q1: 12,926 shares; 2025Q2: 13,027 shares; 2025Q3: 13,241 shares; 2025Q4: 16,664 shares 16,664 $2.13M 0.05% +3,423 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,264 shares; 2024Q4: 14,465 shares; 2025Q1: 13,430 shares; 2025Q2: 13,073 shares; 2025Q3: 13,273 shares; 2025Q4: 13,047 shares 13,047 $2.12M 0.05% -226 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,673 shares; 2024Q4: 3,667 shares; 2025Q1: 3,277 shares; 2025Q2: 3,342 shares; 2025Q3: 3,818 shares; 2025Q4: 3,504 shares 3,504 $2.12M 0.05% -314 Timeline MFA MFA FINL INC More: the full row for MFA FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 172,959 shares; 2024Q4: 174,183 shares; 2025Q1: 188,519 shares; 2025Q2: 193,993 shares; 2025Q3: 203,341 shares; 2025Q4: 225,297 shares 225,297 $2.1M 0.05% +21,956 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 304,366 shares; 2024Q4: 299,024 shares; 2025Q1: 293,953 shares; 2025Q2: 248,006 shares; 2025Q3: 194,686 shares; 2025Q4: 141,598 shares 141,598 $2.1M 0.05% -53,088 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,522 shares; 2024Q4: 500,088 shares; 2025Q1: 29,532 shares; 2025Q2: 28,545 shares; 2025Q3: 30,705 shares; 2025Q4: 31,758 shares 31,758 $2.1M 0.05% +1,053 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,251 shares; 2024Q4: 20,467 shares; 2025Q1: 22,737 shares; 2025Q2: 23,402 shares; 2025Q3: 23,677 shares; 2025Q4: 28,302 shares 28,302 $2.08M 0.05% +4,625 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: 22,835 shares; 2024Q4: 27,114 shares; 2025Q1: 27,641 shares; 2025Q2: 16,737 shares; 2025Q3: 16,462 shares; 2025Q4: 20,489 shares 20,489 $2.07M 0.05% +4,027 Timeline TME TENCENT MUSIC ENTMT GROUP More: the full row for TENCENT MUSIC ENTMT GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,386 shares; 2024Q4: 12,597 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 121,711 shares; 2025Q4: 117,271 shares 117,271 $2.06M 0.05% -4,440 Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 77,777 shares; 2025Q1: not reported; 2025Q2: 33,185 shares; 2025Q3: 40,721 shares; 2025Q4: 42,428 shares 42,428 $2.04M 0.05% +1,707 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: 15,054 shares; 2024Q4: 16,299 shares; 2025Q1: 16,517 shares; 2025Q2: 14,521 shares; 2025Q3: 12,174 shares; 2025Q4: 15,934 shares 15,934 $2.03M 0.05% +3,760 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,583 shares; 2024Q4: 41,443 shares; 2025Q1: 40,797 shares; 2025Q2: 44,976 shares; 2025Q3: 48,653 shares; 2025Q4: 56,027 shares 56,027 $2.03M 0.05% +7,374 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,033 shares; 2025Q1: 13,659 shares; 2025Q2: 10,256 shares; 2025Q3: 10,620 shares; 2025Q4: 84,165 shares 84,165 $2.02M 0.05% +73,545 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,734 shares; 2024Q4: 4,547 shares; 2025Q1: 4,404 shares; 2025Q2: 4,709 shares; 2025Q3: 4,770 shares; 2025Q4: 4,294 shares 4,294 $2.02M 0.05% -476 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: 7,889 shares; 2024Q4: 7,666 shares; 2025Q1: 7,522 shares; 2025Q2: 7,570 shares; 2025Q3: 7,384 shares; 2025Q4: 8,803 shares 8,803 $2M 0.05% +1,419 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,534 shares; 2024Q4: 72,642 shares; 2025Q1: 61,663 shares; 2025Q2: 60,386 shares; 2025Q3: 37,945 shares; 2025Q4: 38,789 shares 38,789 $1.97M 0.05% +844 Timeline EXE EXPAND ENERGY CORPORATION More: the full row for EXPAND ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,463 shares; 2024Q4: 20,502 shares; 2025Q1: 19,377 shares; 2025Q2: 18,650 shares; 2025Q3: 18,458 shares; 2025Q4: 17,715 shares 17,715 $1.96M 0.05% -743 Timeline AR ANTERO RESOURCES CORP More: the full row for ANTERO RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,907 shares; 2024Q4: 43,070 shares; 2025Q1: 44,985 shares; 2025Q2: 47,427 shares; 2025Q3: 55,322 shares; 2025Q4: 56,378 shares 56,378 $1.94M 0.05% +1,056 Timeline OCSL OAKTREE SPECIALTY LENDING More: the full row for OAKTREE SPECIALTY LENDING Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 196,649 shares; 2024Q4: 189,583 shares; 2025Q1: 187,446 shares; 2025Q2: 182,795 shares; 2025Q3: 164,250 shares; 2025Q4: 151,989 shares 151,989 $1.94M 0.05% -12,261 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,498 shares; 2024Q4: 19,963 shares; 2025Q1: 19,982 shares; 2025Q2: 20,536 shares; 2025Q3: 22,046 shares; 2025Q4: 9,283 shares 9,283 $1.93M 0.05% -12,763 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,047 shares; 2025Q1: 5,137 shares; 2025Q2: 8,305 shares; 2025Q3: 17,827 shares; 2025Q4: 22,375 shares 22,375 $1.91M 0.05% +4,548 Timeline SKOR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,324 shares; 2024Q4: 19,644 shares; 2025Q1: 25,810 shares; 2025Q2: 35,560 shares; 2025Q3: 36,027 shares; 2025Q4: 38,718 shares 38,718 $1.9M 0.05% +2,691 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,491 shares; 2024Q4: 18,108 shares; 2025Q1: 18,011 shares; 2025Q2: 16,862 shares; 2025Q3: 16,951 shares; 2025Q4: 16,844 shares 16,844 $1.9M 0.05% -107 Timeline BALL BALL CORP More: the full row for BALL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,834 shares; 2024Q4: 4,478 shares; 2025Q1: not reported; 2025Q2: 9,224 shares; 2025Q3: 9,470 shares; 2025Q4: 35,654 shares 35,654 $1.89M 0.05% +26,184 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: 4,702 shares; 2024Q4: 3,463 shares; 2025Q1: 3,723 shares; 2025Q2: 3,775 shares; 2025Q3: 5,341 shares; 2025Q4: 5,258 shares 5,258 $1.88M 0.05% -83 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,199 shares; 2024Q4: 19,699 shares; 2025Q1: 20,050 shares; 2025Q2: 22,431 shares; 2025Q3: 22,979 shares; 2025Q4: 23,064 shares 23,064 $1.88M 0.05% +85 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 reported; 2024Q4: 67,930 shares; 2025Q1: not reported; 2025Q2: 37,390 shares; 2025Q3: 38,663 shares; 2025Q4: 36,759 shares 36,759 $1.87M 0.05% -1,904 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: 12,907 shares; 2024Q4: 285,563 shares; 2025Q1: 21,942 shares; 2025Q2: 30,204 shares; 2025Q3: 30,574 shares; 2025Q4: 34,765 shares 34,765 $1.87M 0.05% +4,191 Timeline CECO CECO ENVIRONMENTAL CORP More: the full row for CECO ENVIRONMENTAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,711 shares; 2025Q4: 30,987 shares 30,987 $1.85M 0.05% +25,276 Timeline DMLP DORCHESTER MINERALS L P More: the full row for DORCHESTER MINERALS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,340 shares; 2024Q4: 72,490 shares; 2025Q1: 70,350 shares; 2025Q2: 74,200 shares; 2025Q3: 78,500 shares; 2025Q4: 82,750 shares 82,750 $1.85M 0.04% +4,250 Timeline LTC LTC PPTYS INC More: the full row for LTC PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,890 shares; 2024Q4: 55,759 shares; 2025Q1: 56,883 shares; 2025Q2: 56,983 shares; 2025Q3: 55,825 shares; 2025Q4: 53,774 shares 53,774 $1.85M 0.04% -2,051 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21,891 shares; 2025Q1: not reported; 2025Q2: 6,840 shares; 2025Q3: 5,952 shares; 2025Q4: 5,133 shares 5,133 $1.85M 0.04% -819 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 97,720 shares; 2025Q1: 37,678 shares; 2025Q2: 39,378 shares; 2025Q3: 39,378 shares; 2025Q4: 39,378 shares 39,378 $1.85M 0.04% 0 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,746 shares; 2024Q4: 29,813 shares; 2025Q1: 37,562 shares; 2025Q2: 34,513 shares; 2025Q3: 32,959 shares; 2025Q4: 32,038 shares 32,038 $1.84M 0.04% -921 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: 30,082 shares; 2024Q4: 24,552 shares; 2025Q1: 29,798 shares; 2025Q2: 19,509 shares; 2025Q3: 21,576 shares; 2025Q4: 21,525 shares 21,525 $1.81M 0.04% -51 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: 8,392 shares; 2024Q4: 8,934 shares; 2025Q1: 8,861 shares; 2025Q2: 9,149 shares; 2025Q3: 10,088 shares; 2025Q4: 13,970 shares 13,970 $1.8M 0.04% +3,882 Timeline JXN JACKSON FINANCIAL INC More: the full row for JACKSON FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,430 shares; 2024Q4: 11,739 shares; 2025Q1: 12,264 shares; 2025Q2: 21,587 shares; 2025Q3: 20,984 shares; 2025Q4: 16,850 shares 16,850 $1.8M 0.04% -4,134 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,258 shares; 2024Q4: 1,322 shares; 2025Q1: 1,797 shares; 2025Q2: 2,526 shares; 2025Q3: 6,783 shares; 2025Q4: 6,920 shares 6,920 $1.8M 0.04% +137 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: 4,969 shares; 2024Q4: 371,735 shares; 2025Q1: 6,268 shares; 2025Q2: 9,343 shares; 2025Q3: 8,579 shares; 2025Q4: 28,561 shares 28,561 $1.78M 0.04% +19,982 Timeline KNG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 63,132 shares; 2025Q1: 53,654 shares; 2025Q2: 50,366 shares; 2025Q3: 38,731 shares; 2025Q4: 36,145 shares 36,145 $1.78M 0.04% -2,586 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,647 shares; 2024Q4: 6,930 shares; 2025Q1: 6,734 shares; 2025Q2: 8,294 shares; 2025Q3: 11,094 shares; 2025Q4: 11,349 shares 11,349 $1.76M 0.04% +255 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 22,185 shares; 2025Q1: 9,510 shares; 2025Q2: 10,302 shares; 2025Q3: 17,563 shares; 2025Q4: 18,219 shares 18,219 $1.75M 0.04% +656 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 375,423 shares; 2025Q1: 28,945 shares; 2025Q2: 26,568 shares; 2025Q3: 33,529 shares; 2025Q4: 29,482 shares 29,482 $1.73M 0.04% -4,047 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,494 shares; 2024Q4: 9,790 shares; 2025Q1: 9,746 shares; 2025Q2: 7,567 shares; 2025Q3: 6,807 shares; 2025Q4: 42,052 shares 42,052 $1.69M 0.04% +35,245 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,290 shares; 2024Q4: 3,286 shares; 2025Q1: 3,309 shares; 2025Q2: 3,477 shares; 2025Q3: 3,813 shares; 2025Q4: 3,788 shares 3,788 $1.69M 0.04% -25 Timeline LAD LITHIA MTRS INC More: the full row for LITHIA MTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,042 shares 5,042 $1.68M 0.04% new Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,457 shares; 2024Q4: 3,786 shares; 2025Q1: 3,115 shares; 2025Q2: 7,448 shares; 2025Q3: 12,452 shares; 2025Q4: 7,324 shares 7,324 $1.67M 0.04% -5,128 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,932 shares; 2024Q4: 6,412 shares; 2025Q1: 4,869 shares; 2025Q2: 18,370 shares; 2025Q3: 10,792 shares; 2025Q4: 21,766 shares 21,766 $1.67M 0.04% +10,974 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,599 shares; 2024Q4: 17,461 shares; 2025Q1: 19,415 shares; 2025Q2: 20,231 shares; 2025Q3: 8,818 shares; 2025Q4: 9,034 shares 9,034 $1.67M 0.04% +216 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,480 shares; 2024Q4: 32,947 shares; 2025Q1: 35,907 shares; 2025Q2: 35,812 shares; 2025Q3: 23,862 shares; 2025Q4: 20,986 shares 20,986 $1.67M 0.04% -2,876 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: 6,014 shares; 2024Q4: 14,213 shares; 2025Q1: 14,890 shares; 2025Q2: 36,360 shares; 2025Q3: 36,960 shares; 2025Q4: 17,474 shares 17,474 $1.67M 0.04% -19,486 Timeline EMN EASTMAN CHEM CO More: the full row for EASTMAN CHEM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,065 shares; 2024Q4: 2,527 shares; 2025Q1: 16,974 shares; 2025Q2: 19,242 shares; 2025Q3: 24,776 shares; 2025Q4: 26,094 shares 26,094 $1.67M 0.04% +1,318 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,846 shares; 2024Q4: 81,794 shares; 2025Q1: 33,680 shares; 2025Q2: 26,299 shares; 2025Q3: 26,258 shares; 2025Q4: 68,889 shares 68,889 $1.66M 0.04% +42,631 Timeline GNTX GENTEX CORP More: the full row for GENTEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 71,026 shares 71,026 $1.65M 0.04% new Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,544 shares; 2024Q4: 6,782 shares; 2025Q1: 7,016 shares; 2025Q2: 6,463 shares; 2025Q3: 7,432 shares; 2025Q4: 7,877 shares 7,877 $1.61M 0.04% +445 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: 2,509 shares; 2024Q4: 3,006 shares; 2025Q1: 3,272 shares; 2025Q2: 3,474 shares; 2025Q3: 3,109 shares; 2025Q4: 2,834 shares 2,834 $1.61M 0.04% -275 Timeline COKE COCA COLA CONS INC More: the full row for COCA COLA CONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 963 shares; 2024Q4: 978 shares; 2025Q1: 1,094 shares; 2025Q2: 10,497 shares; 2025Q3: 10,465 shares; 2025Q4: 10,496 shares 10,496 $1.61M 0.04% +31 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 820 shares; 2024Q4: 18,320 shares; 2025Q1: 932 shares; 2025Q2: 1,983 shares; 2025Q3: 2,004 shares; 2025Q4: 2,121 shares 2,121 $1.6M 0.04% +117 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,137 shares; 2024Q4: 5,692 shares; 2025Q1: 5,549 shares; 2025Q2: 6,637 shares; 2025Q3: 6,661 shares; 2025Q4: 6,224 shares 6,224 $1.59M 0.04% -437 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,675 shares; 2024Q4: 7,488 shares; 2025Q1: 8,004 shares; 2025Q2: 8,104 shares; 2025Q3: 8,498 shares; 2025Q4: 6,990 shares 6,990 $1.58M 0.04% -1,508 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,175 shares; 2024Q4: 1,860 shares; 2025Q1: 1,781 shares; 2025Q2: 1,949 shares; 2025Q3: 1,827 shares; 2025Q4: 7,269 shares 7,269 $1.58M 0.04% +5,442 Timeline JUCY ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,272 shares; 2025Q4: 70,636 shares 70,636 $1.57M 0.04% +53,364 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,572 shares; 2024Q4: 11,487 shares; 2025Q1: 12,623 shares; 2025Q2: 12,924 shares; 2025Q3: 13,539 shares; 2025Q4: 13,464 shares 13,464 $1.56M 0.04% -75 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 29,158 shares; 2025Q1: not reported; 2025Q2: 12,305 shares; 2025Q3: 23,412 shares; 2025Q4: 18,030 shares 18,030 $1.55M 0.04% -5,382 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 reported; 2024Q4: 38,229 shares; 2025Q1: 5,916 shares; 2025Q2: 19,083 shares; 2025Q3: 15,727 shares; 2025Q4: 15,958 shares 15,958 $1.53M 0.04% +231 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,842 shares; 2024Q4: 10,968 shares; 2025Q1: 11,038 shares; 2025Q2: 12,283 shares; 2025Q3: 12,355 shares; 2025Q4: 11,061 shares 11,061 $1.52M 0.04% -1,294 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,814 shares; 2024Q4: 11,780 shares; 2025Q1: 12,800 shares; 2025Q2: 13,061 shares; 2025Q3: 19,754 shares; 2025Q4: 22,626 shares 22,626 $1.52M 0.04% +2,872 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 691 shares; 2024Q4: 776 shares; 2025Q1: 790 shares; 2025Q2: 792 shares; 2025Q3: 783 shares; 2025Q4: 754 shares 754 $1.52M 0.04% -29 Timeline SPSM 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 reported; 2024Q4: 1,418,031 shares; 2025Q1: 21,037 shares; 2025Q2: 25,173 shares; 2025Q3: 27,794 shares; 2025Q4: 32,242 shares 32,242 $1.51M 0.04% +4,448 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,713 shares; 2024Q4: 7,458 shares; 2025Q1: 7,324 shares; 2025Q2: 8,082 shares; 2025Q3: 10,391 shares; 2025Q4: 10,476 shares 10,476 $1.51M 0.04% +85 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,777 shares; 2024Q4: 14,410 shares; 2025Q1: 14,414 shares; 2025Q2: 14,326 shares; 2025Q3: 16,556 shares; 2025Q4: 17,993 shares 17,993 $1.5M 0.04% +1,437 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,515 shares; 2025Q1: not reported; 2025Q2: 1,292 shares; 2025Q3: 8,014 shares; 2025Q4: 8,296 shares 8,296 $1.5M 0.04% +282 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: 1,174 shares; 2024Q4: 2,228 shares; 2025Q1: 2,828 shares; 2025Q2: 2,909 shares; 2025Q3: 3,226 shares; 2025Q4: 3,300 shares 3,300 $1.5M 0.04% +74 Timeline IHG INTERCONTINENTAL HOTELS GROU More: the full row for INTERCONTINENTAL HOTELS GROU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,598 shares; 2024Q4: 9,674 shares; 2025Q1: 10,066 shares; 2025Q2: 10,206 shares; 2025Q3: 10,486 shares; 2025Q4: 10,577 shares 10,577 $1.49M 0.04% +91 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 58,741 shares; 2025Q1: 66,392 shares; 2025Q2: 47,704 shares; 2025Q3: 31,803 shares; 2025Q4: 28,278 shares 28,278 $1.49M 0.04% -3,525 Timeline LXP LXP INDUSTRIAL TRUST More: the full row for LXP INDUSTRIAL TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 29,767 shares 29,767 $1.48M 0.04% new 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: 4,233 shares; 2024Q4: 5,280 shares; 2025Q1: 5,496 shares; 2025Q2: 5,527 shares; 2025Q3: 5,399 shares; 2025Q4: 4,955 shares 4,955 $1.47M 0.04% -444 Timeline GSBC GREAT SOUTHN BANCORP INC More: the full row for GREAT SOUTHN BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,862 shares; 2024Q4: 24,203 shares; 2025Q1: 24,203 shares; 2025Q2: 24,203 shares; 2025Q3: 24,159 shares; 2025Q4: 23,779 shares 23,779 $1.46M 0.04% -380 Timeline FHN FIRST HORIZON CORPORATION More: the full row for FIRST HORIZON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,098 shares; 2024Q4: 57,730 shares; 2025Q1: 58,650 shares; 2025Q2: 61,558 shares; 2025Q3: 60,924 shares; 2025Q4: 61,021 shares 61,021 $1.46M 0.04% +97 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,904 shares; 2024Q4: 15,008 shares; 2025Q1: 14,103 shares; 2025Q2: 13,725 shares; 2025Q3: 13,927 shares; 2025Q4: 14,438 shares 14,438 $1.46M 0.04% +511 Timeline SPTS 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: 10,231 shares; 2024Q4: 69,027 shares; 2025Q1: 12,173 shares; 2025Q2: 17,093 shares; 2025Q3: 17,956 shares; 2025Q4: 48,618 shares 48,618 $1.42M 0.03% +30,662 Timeline ADME ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,816 shares; 2025Q3: 9,633 shares; 2025Q4: 27,414 shares 27,414 $1.41M 0.03% +17,781 Timeline OSCV ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,015 shares; 2025Q3: 14,883 shares; 2025Q4: 37,965 shares 37,965 $1.41M 0.03% +23,082 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 271 shares; 2024Q4: 319 shares; 2025Q1: 304 shares; 2025Q2: 346 shares; 2025Q3: 385 shares; 2025Q4: 414 shares 414 $1.4M 0.03% +29 Timeline RYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 179,574 shares; 2025Q1: 40,802 shares; 2025Q2: 142,306 shares; 2025Q3: 100,932 shares; 2025Q4: 91,063 shares 91,063 $1.39M 0.03% -9,869 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,317 shares; 2024Q4: 4,369 shares; 2025Q1: 4,243 shares; 2025Q2: 3,757 shares; 2025Q3: 10,115 shares; 2025Q4: 10,445 shares 10,445 $1.39M 0.03% +330 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: 5,066 shares; 2024Q4: 5,702 shares; 2025Q1: 5,490 shares; 2025Q2: 5,552 shares; 2025Q3: 5,655 shares; 2025Q4: 5,608 shares 5,608 $1.39M 0.03% -47 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,987 shares; 2024Q4: 4,163 shares; 2025Q1: 4,956 shares; 2025Q2: 7,019 shares; 2025Q3: 15,470 shares; 2025Q4: 15,838 shares 15,838 $1.38M 0.03% +368 Timeline IGE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 40,736 shares; 2025Q3: 27,620 shares; 2025Q4: 27,546 shares 27,546 $1.38M 0.03% -74 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,937 shares; 2024Q4: 19,551 shares; 2025Q1: 19,778 shares; 2025Q2: 21,651 shares; 2025Q3: 20,355 shares; 2025Q4: 24,328 shares 24,328 $1.38M 0.03% +3,973 Timeline PAHC PHIBRO ANIMAL HEALTH CORP More: the full row for PHIBRO ANIMAL HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 26,995 shares; 2025Q2: 26,995 shares; 2025Q3: 26,895 shares; 2025Q4: 36,795 shares 36,795 $1.37M 0.03% +9,900 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,935 shares; 2024Q4: 1,781 shares; 2025Q1: 2,113 shares; 2025Q2: 2,014 shares; 2025Q3: 1,978 shares; 2025Q4: 2,028 shares 2,028 $1.37M 0.03% +50 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,563 shares; 2024Q4: 13,256 shares; 2025Q1: 16,113 shares; 2025Q2: 26,150 shares; 2025Q3: 28,379 shares; 2025Q4: 23,955 shares 23,955 $1.37M 0.03% -4,424 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,111 shares; 2024Q4: 5,895 shares; 2025Q1: 5,806 shares; 2025Q2: 5,847 shares; 2025Q3: 5,242 shares; 2025Q4: 4,975 shares 4,975 $1.37M 0.03% -267 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,657 shares; 2024Q4: 267,678 shares; 2025Q1: 13,123 shares; 2025Q2: 11,256 shares; 2025Q3: 11,666 shares; 2025Q4: 11,372 shares 11,372 $1.37M 0.03% -294 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,810 shares; 2024Q4: 48,312 shares; 2025Q1: 47,574 shares; 2025Q2: 51,507 shares; 2025Q3: 51,018 shares; 2025Q4: 51,663 shares 51,663 $1.36M 0.03% +645 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,930 shares; 2024Q4: 6,314 shares; 2025Q1: 6,224 shares; 2025Q2: 5,804 shares; 2025Q3: 5,969 shares; 2025Q4: 6,232 shares 6,232 $1.35M 0.03% +263 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,142 shares; 2024Q4: 1,965 shares; 2025Q1: 2,612 shares; 2025Q2: 2,775 shares; 2025Q3: 2,842 shares; 2025Q4: 2,890 shares 2,890 $1.35M 0.03% +48 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,000 shares; 2024Q4: 3,455 shares; 2025Q1: 3,049 shares; 2025Q2: 3,021 shares; 2025Q3: 2,795 shares; 2025Q4: 2,636 shares 2,636 $1.35M 0.03% -159 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21,782 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,055 shares; 2025Q4: 13,887 shares 13,887 $1.34M 0.03% +10,832 Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,839 shares; 2024Q4: 69,569 shares; 2025Q1: 69,569 shares; 2025Q2: 69,889 shares; 2025Q3: 71,857 shares; 2025Q4: 73,669 shares 73,669 $1.32M 0.03% +1,812 Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,254 shares; 2024Q4: 5,759 shares; 2025Q1: 4,725 shares; 2025Q2: 8,168 shares; 2025Q3: 29,446 shares; 2025Q4: 17,070 shares 17,070 $1.32M 0.03% -12,376 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,951 shares; 2024Q4: 53,811 shares; 2025Q1: 51,852 shares; 2025Q2: 56,476 shares; 2025Q3: 42,427 shares; 2025Q4: 22,597 shares 22,597 $1.32M 0.03% -19,830 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,331 shares; 2024Q4: 20,541 shares; 2025Q1: 19,097 shares; 2025Q2: 19,559 shares; 2025Q3: 18,850 shares; 2025Q4: 17,887 shares 17,887 $1.32M 0.03% -963 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,791 shares; 2024Q4: 18,849 shares; 2025Q1: 4,482 shares; 2025Q2: 5,212 shares; 2025Q3: 26,469 shares; 2025Q4: 15,041 shares 15,041 $1.31M 0.03% -11,428 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,621 shares; 2024Q4: 29,395 shares; 2025Q1: 28,642 shares; 2025Q2: 28,712 shares; 2025Q3: 28,737 shares; 2025Q4: 15,495 shares 15,495 $1.3M 0.03% -13,242 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,307 shares; 2025Q1: 12,624 shares; 2025Q2: 9,688 shares; 2025Q3: 15,974 shares; 2025Q4: 34,662 shares 34,662 $1.3M 0.03% +18,688 Timeline GXO GXO LOGISTICS INCORPORATED More: the full row for GXO LOGISTICS INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,749 shares; 2024Q4: 18,543 shares; 2025Q1: 19,347 shares; 2025Q2: 22,093 shares; 2025Q3: 23,700 shares; 2025Q4: 24,623 shares 24,623 $1.3M 0.03% +923 Timeline FQAL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,394 shares; 2024Q4: 18,591 shares; 2025Q1: 17,928 shares; 2025Q2: 18,077 shares; 2025Q3: 17,663 shares; 2025Q4: 17,121 shares 17,121 $1.29M 0.03% -542 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: 84,689 shares; 2024Q4: 82,471 shares; 2025Q1: 71,004 shares; 2025Q2: 53,178 shares; 2025Q3: 38,820 shares; 2025Q4: 34,740 shares 34,740 $1.29M 0.03% -4,080 Timeline SLGN SILGAN HLDGS INC More: the full row for SILGAN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,349 shares; 2024Q4: 32,064 shares; 2025Q1: 32,330 shares; 2025Q2: 32,243 shares; 2025Q3: 31,943 shares; 2025Q4: 31,799 shares 31,799 $1.28M 0.03% -144 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,321 shares; 2024Q4: 8,970 shares; 2025Q1: 9,002 shares; 2025Q2: 9,555 shares; 2025Q3: 9,146 shares; 2025Q4: 9,873 shares 9,873 $1.28M 0.03% +727 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,271 shares; 2024Q4: 29,418 shares; 2025Q1: 29,615 shares; 2025Q2: 32,551 shares; 2025Q3: 31,371 shares; 2025Q4: 36,730 shares 36,730 $1.28M 0.03% +5,359 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,078 shares; 2024Q4: 5,126 shares; 2025Q1: 4,996 shares; 2025Q2: 5,096 shares; 2025Q3: 6,571 shares; 2025Q4: 5,786 shares 5,786 $1.27M 0.03% -785 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,003 shares; 2024Q4: 50,746 shares; 2025Q1: 50,148 shares; 2025Q2: 36,510 shares; 2025Q3: 44,330 shares; 2025Q4: 73,417 shares 73,417 $1.27M 0.03% +29,087 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,084 shares; 2024Q4: 31,351 shares; 2025Q1: 35,485 shares; 2025Q2: 45,560 shares; 2025Q3: 53,743 shares; 2025Q4: 56,551 shares 56,551 $1.26M 0.03% +2,808 Timeline QQQI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 24,327 shares; 2025Q4: 23,468 shares 23,468 $1.26M 0.03% -859 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 reported; 2024Q4: 93,189 shares; 2025Q1: not reported; 2025Q2: 1,917 shares; 2025Q3: 1,956 shares; 2025Q4: 2,013 shares 2,013 $1.26M 0.03% +57 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,031 shares; 2024Q4: 5,327 shares; 2025Q1: 8,803 shares; 2025Q2: 10,992 shares; 2025Q3: 19,638 shares; 2025Q4: 18,771 shares 18,771 $1.26M 0.03% -867 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,071 shares; 2025Q1: not reported; 2025Q2: 2,876 shares; 2025Q3: 3,592 shares; 2025Q4: 3,862 shares 3,862 $1.25M 0.03% +270 Timeline TXRH TEXAS ROADHOUSE INC More: the full row for TEXAS ROADHOUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,654 shares; 2024Q4: 17,690 shares; 2025Q1: 17,589 shares; 2025Q2: 7,398 shares; 2025Q3: 7,457 shares; 2025Q4: 7,440 shares 7,440 $1.24M 0.03% -17 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,377 shares; 2024Q4: 7,461 shares; 2025Q1: 6,817 shares; 2025Q2: 6,837 shares; 2025Q3: 6,302 shares; 2025Q4: 9,083 shares 9,083 $1.23M 0.03% +2,781 Timeline CNR CORE NATURAL RESOURCES INC More: the full row for CORE NATURAL RESOURCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,974 shares; 2025Q2: 13,775 shares; 2025Q3: 13,868 shares; 2025Q4: 13,844 shares 13,844 $1.23M 0.03% -24 Timeline SPTI 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: 26,884 shares; 2024Q4: 1,447,120 shares; 2025Q1: 23,538 shares; 2025Q2: 32,486 shares; 2025Q3: 35,519 shares; 2025Q4: 42,427 shares 42,427 $1.22M 0.03% +6,908 Timeline BROS DUTCH BROS INC More: the full row for DUTCH BROS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,073 shares; 2024Q4: 18,535 shares; 2025Q1: 19,742 shares; 2025Q2: 20,802 shares; 2025Q3: 20,788 shares; 2025Q4: 19,972 shares 19,972 $1.22M 0.03% -816 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,418 shares; 2024Q4: 5,383 shares; 2025Q1: 4,912 shares; 2025Q2: 4,894 shares; 2025Q3: 4,898 shares; 2025Q4: 4,606 shares 4,606 $1.21M 0.03% -292 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,877 shares; 2024Q4: 11,215 shares; 2025Q1: 10,552 shares; 2025Q2: 7,615 shares; 2025Q3: 7,532 shares; 2025Q4: 7,360 shares 7,360 $1.2M 0.03% -172 Timeline PRFZ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 131,978 shares; 2025Q1: 27,636 shares; 2025Q2: 25,941 shares; 2025Q3: 25,941 shares; 2025Q4: 25,941 shares 25,941 $1.19M 0.03% 0 Timeline CCEP COCA-COLA EUROPACIFIC PARTNE More: the full row for COCA-COLA EUROPACIFIC PARTNE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,293 shares; 2024Q4: 12,362 shares; 2025Q1: 12,776 shares; 2025Q2: 12,859 shares; 2025Q3: 13,428 shares; 2025Q4: 13,059 shares 13,059 $1.18M 0.03% -369 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: 7,004 shares; 2024Q4: 7,180 shares; 2025Q1: 7,619 shares; 2025Q2: 8,774 shares; 2025Q3: 7,899 shares; 2025Q4: 7,809 shares 7,809 $1.18M 0.03% -90 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,030 shares; 2024Q4: 1,521 shares; 2025Q1: 1,512 shares; 2025Q2: 1,296 shares; 2025Q3: 1,278 shares; 2025Q4: 1,149 shares 1,149 $1.16M 0.03% -129 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: 3,483 shares; 2024Q4: 6,925 shares; 2025Q1: 6,779 shares; 2025Q2: 8,042 shares; 2025Q3: 8,095 shares; 2025Q4: 12,088 shares 12,088 $1.16M 0.03% +3,993 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,923 shares; 2024Q4: 100,711 shares; 2025Q1: 104,534 shares; 2025Q2: 92,440 shares; 2025Q3: 89,135 shares; 2025Q4: 88,053 shares 88,053 $1.16M 0.03% -1,082 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,019 shares; 2024Q4: 9,675 shares; 2025Q1: 10,507 shares; 2025Q2: 12,756 shares; 2025Q3: 13,059 shares; 2025Q4: 12,281 shares 12,281 $1.15M 0.03% -778 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: 14,418 shares; 2024Q4: 19,424 shares; 2025Q1: 19,676 shares; 2025Q2: 17,962 shares; 2025Q3: 21,433 shares; 2025Q4: 22,671 shares 22,671 $1.15M 0.03% +1,238 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 39,985 shares; 2025Q1: not reported; 2025Q2: 4,059 shares; 2025Q3: 12,079 shares; 2025Q4: 12,762 shares 12,762 $1.15M 0.03% +683 Timeline DEM 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 23,130 shares; 2025Q3: 27,104 shares; 2025Q4: 24,583 shares 24,583 $1.15M 0.03% -2,521 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,094 shares; 2024Q4: 19,232 shares; 2025Q1: 18,979 shares; 2025Q2: 19,402 shares; 2025Q3: 19,337 shares; 2025Q4: 19,031 shares 19,031 $1.14M 0.03% -306 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,137 shares; 2024Q4: 5,282 shares; 2025Q1: 5,392 shares; 2025Q2: 4,459 shares; 2025Q3: 4,539 shares; 2025Q4: 4,977 shares 4,977 $1.14M 0.03% +438 Timeline BUCK SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 32,520 shares; 2025Q4: 47,975 shares 47,975 $1.14M 0.03% +15,455 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,000 shares; 2024Q4: 8,063 shares; 2025Q1: 7,475 shares; 2025Q2: 7,232 shares; 2025Q3: 7,243 shares; 2025Q4: 6,764 shares 6,764 $1.13M 0.03% -479 Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,354 shares; 2024Q4: 40,024 shares; 2025Q1: 32,000 shares; 2025Q2: 27,901 shares; 2025Q3: 33,971 shares; 2025Q4: 29,733 shares 29,733 $1.13M 0.03% -4,238 Timeline KBWB INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,943 shares; 2025Q4: 13,389 shares 13,389 $1.13M 0.03% +446 Timeline EGO ELDORADO GOLD CORP NEW More: the full row for ELDORADO GOLD CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,310 shares; 2024Q4: 31,400 shares; 2025Q1: 31,272 shares; 2025Q2: 31,324 shares; 2025Q3: 31,404 shares; 2025Q4: 31,368 shares 31,368 $1.13M 0.03% -36 Timeline AES AES CORP More: the full row for AES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 78,495 shares 78,495 $1.13M 0.03% new Timeline ASIA MATTHEWS INTL FDS More: the full row for MATTHEWS INTL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 31,014 shares; 2025Q4: 32,909 shares 32,909 $1.12M 0.03% +1,895 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,422 shares; 2024Q4: 10,348 shares; 2025Q1: 9,604 shares; 2025Q2: 8,002 shares; 2025Q3: 6,256 shares; 2025Q4: 5,779 shares 5,779 $1.12M 0.03% -477 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,126 shares; 2024Q4: 25,530 shares; 2025Q1: 28,914 shares; 2025Q2: 79,772 shares; 2025Q3: 104,474 shares; 2025Q4: 104,465 shares 104,465 $1.12M 0.03% -9 Timeline AFRM AFFIRM HLDGS INC More: the full row for AFFIRM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,449 shares; 2024Q4: 18,024 shares; 2025Q1: 18,681 shares; 2025Q2: 17,839 shares; 2025Q3: 17,752 shares; 2025Q4: 15,040 shares 15,040 $1.12M 0.03% -2,712 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,890 shares; 2025Q1: not reported; 2025Q2: 7,618 shares; 2025Q3: 5,078 shares; 2025Q4: 5,198 shares 5,198 $1.12M 0.03% +120 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 reported; 2024Q4: 77,804 shares; 2025Q1: 1,708 shares; 2025Q2: 3,919 shares; 2025Q3: 3,389 shares; 2025Q4: 4,318 shares 4,318 $1.11M 0.03% +929 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,577 shares; 2024Q4: 4,054 shares; 2025Q1: 4,176 shares; 2025Q2: 5,535 shares; 2025Q3: 4,431 shares; 2025Q4: 4,297 shares 4,297 $1.11M 0.03% -134 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,472 shares; 2024Q4: 7,886 shares; 2025Q1: 8,419 shares; 2025Q2: 12,050 shares; 2025Q3: 13,268 shares; 2025Q4: 13,497 shares 13,497 $1.11M 0.03% +229 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,719 shares; 2024Q4: 17,186 shares; 2025Q1: 26,800 shares; 2025Q2: 28,981 shares; 2025Q3: 32,133 shares; 2025Q4: 41,585 shares 41,585 $1.09M 0.03% +9,452 Timeline AESR TWO RDS SHARED TR More: the full row for TWO RDS SHARED TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 91,274 shares; 2025Q1: 91,127 shares; 2025Q2: 88,421 shares; 2025Q3: 73,386 shares; 2025Q4: 64,163 shares 64,163 $1.09M 0.03% -9,223 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,456 shares; 2024Q4: 2,397 shares; 2025Q1: 2,319 shares; 2025Q2: 2,499 shares; 2025Q3: 2,522 shares; 2025Q4: 7,954 shares 7,954 $1.08M 0.03% +5,432 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,536 shares; 2024Q4: 4,362 shares; 2025Q1: 4,534 shares; 2025Q2: 4,880 shares; 2025Q3: 5,383 shares; 2025Q4: 7,846 shares 7,846 $1.08M 0.03% +2,463 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,931 shares; 2024Q4: 25,033 shares; 2025Q1: 27,322 shares; 2025Q2: 25,848 shares; 2025Q3: 25,816 shares; 2025Q4: 26,092 shares 26,092 $1.07M 0.03% +276 Timeline SPMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,036 shares; 2024Q4: 1,140,442 shares; 2025Q1: 31,413 shares; 2025Q2: 42,389 shares; 2025Q3: 46,512 shares; 2025Q4: 47,836 shares 47,836 $1.07M 0.03% +1,324 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,958 shares; 2024Q4: 24,134 shares; 2025Q1: 19,934 shares; 2025Q2: 18,058 shares; 2025Q3: 19,352 shares; 2025Q4: 19,013 shares 19,013 $1.07M 0.03% -339 Timeline GWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,865 shares; 2025Q1: 20,214 shares; 2025Q2: 22,606 shares; 2025Q3: 23,062 shares; 2025Q4: 25,793 shares 25,793 $1.05M 0.03% +2,731 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,903 shares; 2024Q4: 8,506 shares; 2025Q1: 8,098 shares; 2025Q2: 9,084 shares; 2025Q3: 14,455 shares; 2025Q4: 17,455 shares 17,455 $1.05M 0.03% +3,000 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,289 shares; 2024Q4: 2,469 shares; 2025Q1: 2,008 shares; 2025Q2: not reported; 2025Q3: 2,171 shares; 2025Q4: 5,987 shares 5,987 $1.05M 0.03% +3,816 Timeline AMCOR PLC AMCOR PLC More: the full row for AMCOR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,442 shares; 2024Q4: 67,290 shares; 2025Q1: 55,242 shares; 2025Q2: 57,814 shares; 2025Q3: 55,551 shares; 2025Q4: 125,966 shares 125,966 $1.05M 0.03% +70,415 J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,780 shares; 2024Q4: 9,140 shares; 2025Q1: 8,971 shares; 2025Q2: 8,126 shares; 2025Q3: 7,999 shares; 2025Q4: 7,884 shares 7,884 $1.04M 0.03% -115 Timeline HACK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 24,554 shares; 2025Q1: not reported; 2025Q2: 16,000 shares; 2025Q3: 14,066 shares; 2025Q4: 12,913 shares 12,913 $1.04M 0.03% -1,153 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,550 shares; 2024Q4: 9,120 shares; 2025Q1: 8,986 shares; 2025Q2: 10,124 shares; 2025Q3: 8,900 shares; 2025Q4: 7,326 shares 7,326 $1.04M 0.03% -1,574 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,619 shares; 2024Q4: 5,883 shares; 2025Q1: 5,826 shares; 2025Q2: 5,791 shares; 2025Q3: 6,102 shares; 2025Q4: 6,095 shares 6,095 $1.03M 0.03% -7 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,981 shares; 2024Q4: 22,613 shares; 2025Q1: 22,748 shares; 2025Q2: 22,989 shares; 2025Q3: 23,225 shares; 2025Q4: 22,973 shares 22,973 $1.03M 0.02% -252 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 554,301 shares; 2025Q1: 7,406 shares; 2025Q2: 14,679 shares; 2025Q3: 14,412 shares; 2025Q4: 18,706 shares 18,706 $1.02M 0.02% +4,294 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: 4,415 shares; 2024Q4: 30,666 shares; 2025Q1: 26,695 shares; 2025Q2: 34,917 shares; 2025Q3: 35,309 shares; 2025Q4: 37,957 shares 37,957 $1.02M 0.02% +2,648 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,556 shares; 2024Q4: 11,639 shares; 2025Q1: 12,822 shares; 2025Q2: 25,932 shares; 2025Q3: 24,928 shares; 2025Q4: 23,225 shares 23,225 $1.01M 0.02% -1,703 Timeline LNC LINCOLN NATL CORP IND More: the full row for LINCOLN NATL CORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,952 shares; 2024Q4: 21,054 shares; 2025Q1: 22,299 shares; 2025Q2: 22,096 shares; 2025Q3: 21,297 shares; 2025Q4: 22,470 shares 22,470 $1M 0.02% +1,173 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,339 shares; 2024Q4: 3,267 shares; 2025Q1: 3,380 shares; 2025Q2: 3,360 shares; 2025Q3: 3,112 shares; 2025Q4: 4,672 shares 4,672 $1M 0.02% +1,560 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,552 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,292 shares 11,292 $999K 0.02% new Timeline BSM BLACK STONE MINERALS L P More: the full row for BLACK STONE MINERALS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,077 shares; 2024Q4: 73,477 shares; 2025Q1: 73,487 shares; 2025Q2: 74,998 shares; 2025Q3: 75,044 shares; 2025Q4: 75,087 shares 75,087 $998K 0.02% +43 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,501 shares; 2024Q4: 3,990 shares; 2025Q1: 3,552 shares; 2025Q2: 3,507 shares; 2025Q3: 2,945 shares; 2025Q4: 2,839 shares 2,839 $995K 0.02% -106 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,733 shares; 2025Q3: 6,144 shares; 2025Q4: 8,453 shares 8,453 $993K 0.02% +2,309 Timeline DUBS ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,684 shares; 2025Q3: 11,592 shares; 2025Q4: 26,351 shares 26,351 $993K 0.02% +14,759 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,135 shares; 2024Q4: 8,827 shares; 2025Q1: 9,767 shares; 2025Q2: 9,678 shares; 2025Q3: 3,542 shares; 2025Q4: 3,633 shares 3,633 $992K 0.02% +91 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: 1,983 shares; 2024Q4: 397,601 shares; 2025Q1: 2,599 shares; 2025Q2: 4,308 shares; 2025Q3: 4,406 shares; 2025Q4: 4,467 shares 4,467 $982K 0.02% +61 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: 4,191 shares; 2024Q4: 4,596 shares; 2025Q1: 4,713 shares; 2025Q2: 5,871 shares; 2025Q3: 6,262 shares; 2025Q4: 8,144 shares 8,144 $975K 0.02% +1,882 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,393 shares; 2024Q4: 16,211 shares; 2025Q1: 16,307 shares; 2025Q2: 12,680 shares; 2025Q3: 11,666 shares; 2025Q4: 11,361 shares 11,361 $972K 0.02% -305 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,492 shares; 2025Q1: not reported; 2025Q2: 3,975 shares; 2025Q3: 3,972 shares; 2025Q4: 5,001 shares 5,001 $968K 0.02% +1,029 Timeline SRAD SPORTRADAR GROUP AG More: the full row for SPORTRADAR GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 43,903 shares; 2025Q3: 43,869 shares; 2025Q4: 40,723 shares 40,723 $968K 0.02% -3,146 Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 92,927 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,735 shares 21,735 $964K 0.02% new Timeline NVR NVR INC More: the full row for NVR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 153 shares; 2024Q4: 152 shares; 2025Q1: 147 shares; 2025Q2: 155 shares; 2025Q3: 134 shares; 2025Q4: 132 shares 132 $963K 0.02% -2 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,568 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,531 shares; 2025Q4: 36,103 shares 36,103 $956K 0.02% +21,572 Timeline GLRE GREENLIGHT CAP RE LTD More: the full row for GREENLIGHT CAP RE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,127 shares; 2024Q4: 57,777 shares; 2025Q1: 58,102 shares; 2025Q2: 56,102 shares; 2025Q3: 62,810 shares; 2025Q4: 64,561 shares 64,561 $941K 0.02% +1,751 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,387 shares 14,387 $941K 0.02% new Timeline HUT HUT 8 CORP More: the full row for HUT 8 CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,083 shares; 2025Q4: 20,459 shares 20,459 $940K 0.02% +3,376 Timeline WMS ADVANCED DRAIN SYS INC DEL More: the full row for ADVANCED DRAIN SYS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,975 shares; 2024Q4: 5,974 shares; 2025Q1: 5,997 shares; 2025Q2: 6,049 shares; 2025Q3: 7,000 shares; 2025Q4: 6,445 shares 6,445 $933K 0.02% -555 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,345 shares; 2024Q4: 5,607 shares; 2025Q1: 5,818 shares; 2025Q2: 5,627 shares; 2025Q3: 17,374 shares; 2025Q4: 17,024 shares 17,024 $929K 0.02% -350 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: 2,552 shares; 2024Q4: 3,680 shares; 2025Q1: 3,507 shares; 2025Q2: 2,871 shares; 2025Q3: 2,880 shares; 2025Q4: 3,219 shares 3,219 $925K 0.02% +339 Timeline TMC TMC THE METALS COMPANY INC More: the full row for TMC THE METALS COMPANY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 37,665 shares; 2025Q1: 57,665 shares; 2025Q2: 112,665 shares; 2025Q3: 130,265 shares; 2025Q4: 149,798 shares 149,798 $924K 0.02% +19,533 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,850 shares; 2025Q1: 1,762 shares; 2025Q2: 1,894 shares; 2025Q3: 2,121 shares; 2025Q4: 2,388 shares 2,388 $915K 0.02% +267 Timeline KORP AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,377 shares; 2024Q4: 19,331 shares; 2025Q1: 11,753 shares; 2025Q2: 16,051 shares; 2025Q3: 18,004 shares; 2025Q4: 19,359 shares 19,359 $915K 0.02% +1,355 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,228 shares; 2025Q1: 5,248 shares; 2025Q2: 7,056 shares; 2025Q3: 7,630 shares; 2025Q4: 11,603 shares 11,603 $913K 0.02% +3,973 Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,531 shares; 2025Q4: 7,347 shares 7,347 $912K 0.02% +1,816 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: 4,916 shares; 2024Q4: 5,020 shares; 2025Q1: 4,919 shares; 2025Q2: 4,952 shares; 2025Q3: 4,920 shares; 2025Q4: 4,918 shares 4,918 $907K 0.02% -2 Timeline SPTL 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: 8,041 shares; 2024Q4: 1,166,274 shares; 2025Q1: 12,594 shares; 2025Q2: 21,162 shares; 2025Q3: 21,658 shares; 2025Q4: 34,183 shares 34,183 $905K 0.02% +12,525 Timeline EG EVEREST GROUP LTD More: the full row for EVEREST GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,301 shares; 2024Q4: 1,136 shares; 2025Q1: 1,199 shares; 2025Q2: 1,294 shares; 2025Q3: 2,107 shares; 2025Q4: 2,664 shares 2,664 $904K 0.02% +557 Timeline QBTS D-WAVE QUANTUM INC More: the full row for D-WAVE QUANTUM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 32,498 shares; 2025Q2: 30,503 shares; 2025Q3: 35,000 shares; 2025Q4: 34,526 shares 34,526 $903K 0.02% -474 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,046 shares; 2024Q4: 11,178 shares; 2025Q1: 10,069 shares; 2025Q2: 10,269 shares; 2025Q3: 11,311 shares; 2025Q4: 11,042 shares 11,042 $895K 0.02% -269 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,666 shares; 2024Q4: 3,660 shares; 2025Q1: 3,196 shares; 2025Q2: 3,086 shares; 2025Q3: 3,093 shares; 2025Q4: 2,860 shares 2,860 $894K 0.02% -233 Timeline WES WESTERN MIDSTREAM PARTNERS L More: the full row for WESTERN MIDSTREAM PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,647 shares; 2024Q4: 22,647 shares; 2025Q1: 22,492 shares; 2025Q2: 22,492 shares; 2025Q3: 22,097 shares; 2025Q4: 22,506 shares 22,506 $889K 0.02% +409 Timeline