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: 119,136 shares; 2024Q4: 112,138 shares; 2025Q1: 113,031 shares; 2025Q2: 115,552 shares; 2025Q3: 111,406 shares; 2025Q4: 76,646 shares 76,646 $36.3M 7.12% -34,760 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 362,269 shares; 2024Q4: 335,642 shares; 2025Q1: 392,629 shares; 2025Q2: 334,003 shares; 2025Q3: 331,728 shares; 2025Q4: 180,699 shares 180,699 $24.7M 4.86% -151,029 Timeline UWMC UWM HOLDINGS CORPORATION More: the full row for UWM HOLDINGS CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,688 shares; 2024Q4: 95,914 shares; 2025Q1: 115,655 shares; 2025Q2: not reported; 2025Q3: 5,357,968 shares; 2025Q4: 5,344,985 shares 5,344,985 $23.4M 4.59% -12,983 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,842 shares; 2024Q4: 174,905 shares; 2025Q1: 257,247 shares; 2025Q2: 317,803 shares; 2025Q3: 353,983 shares; 2025Q4: 404,474 shares 404,474 $20.7M 4.06% +50,491 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,194 shares; 2024Q4: 85,612 shares; 2025Q1: 88,017 shares; 2025Q2: 95,050 shares; 2025Q3: 96,919 shares; 2025Q4: 91,112 shares 91,112 $19.2M 3.76% -5,807 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: 191,915 shares; 2024Q4: 169,822 shares; 2025Q1: 175,883 shares; 2025Q2: 186,076 shares; 2025Q3: 194,677 shares; 2025Q4: 197,426 shares 197,426 $17.7M 3.47% +2,749 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: 182,071 shares; 2024Q4: 561,993 shares; 2025Q1: 592,085 shares; 2025Q2: 574,846 shares; 2025Q3: 561,365 shares; 2025Q4: 587,348 shares 587,348 $16.1M 3.16% +25,983 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,923 shares; 2024Q4: 104,486 shares; 2025Q1: 115,249 shares; 2025Q2: 116,007 shares; 2025Q3: 123,148 shares; 2025Q4: 121,824 shares 121,824 $14.8M 2.91% -1,324 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: 23,272 shares; 2024Q4: 27,137 shares; 2025Q1: 28,788 shares; 2025Q2: 26,932 shares; 2025Q3: 25,539 shares; 2025Q4: 25,978 shares 25,978 $12.6M 2.47% +439 Timeline VIOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,871 shares; 2024Q4: 22,473 shares; 2025Q1: 27,089 shares; 2025Q2: 25,911 shares; 2025Q3: 124,494 shares; 2025Q4: 126,053 shares 126,053 $12.3M 2.42% +1,559 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,736,650 shares; 2024Q4: 43,441 shares; 2025Q1: 47,251 shares; 2025Q2: 44,690 shares; 2025Q3: 44,904 shares; 2025Q4: 41,609 shares 41,609 $11.3M 2.22% -3,295 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: 180,228 shares; 2024Q4: 180,498 shares; 2025Q1: 174,833 shares; 2025Q2: 179,073 shares; 2025Q3: 178,941 shares; 2025Q4: 177,469 shares 177,469 $11.1M 2.18% -1,472 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: 14,960 shares; 2024Q4: 14,815 shares; 2025Q1: 15,666 shares; 2025Q2: 15,673 shares; 2025Q3: 18,526 shares; 2025Q4: 14,585 shares 14,585 $9.99M 1.96% -3,941 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 112,763 shares; 2024Q4: 113,762 shares; 2025Q1: 123,849 shares; 2025Q2: 122,662 shares; 2025Q3: 127,487 shares; 2025Q4: 124,994 shares 124,994 $9.98M 1.96% -2,493 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: 162,892 shares; 2024Q4: 189,758 shares; 2025Q1: 178,904 shares; 2025Q2: 182,962 shares; 2025Q3: 185,885 shares; 2025Q4: 189,201 shares 189,201 $8.86M 1.74% +3,316 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: 69,253 shares; 2024Q4: 274,756 shares; 2025Q1: 271,557 shares; 2025Q2: 263,300 shares; 2025Q3: 263,374 shares; 2025Q4: 256,488 shares 256,488 $8.37M 1.64% -6,886 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,865 shares; 2024Q4: 92,279 shares; 2025Q1: 91,406 shares; 2025Q2: 106,841 shares; 2025Q3: 109,041 shares; 2025Q4: 111,559 shares 111,559 $7.74M 1.52% +2,518 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,324 shares; 2024Q4: 25,969 shares; 2025Q1: 20,182 shares; 2025Q2: 28,319 shares; 2025Q3: 36,387 shares; 2025Q4: 37,480 shares 37,480 $6.79M 1.33% +1,093 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: 23,104 shares; 2024Q4: 23,292 shares; 2025Q1: 27,114 shares; 2025Q2: 29,687 shares; 2025Q3: 25,875 shares; 2025Q4: 21,638 shares 21,638 $6.77M 1.33% -4,237 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: 34,116 shares; 2024Q4: 34,276 shares; 2025Q1: 33,901 shares; 2025Q2: 34,026 shares; 2025Q3: 34,160 shares; 2025Q4: 34,041 shares 34,041 $6.5M 1.28% -119 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: 8,392 shares; 2024Q4: 8,694 shares; 2025Q1: 8,552 shares; 2025Q2: 9,772 shares; 2025Q3: 10,706 shares; 2025Q4: 10,184 shares 10,184 $6.26M 1.23% -522 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: 40,142 shares; 2024Q4: 19,634 shares; 2025Q1: 29,789 shares; 2025Q2: 26,045 shares; 2025Q3: 25,245 shares; 2025Q4: 18,396 shares 18,396 $5.93M 1.16% -6,849 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: 6,860 shares; 2024Q4: 6,934 shares; 2025Q1: 7,182 shares; 2025Q2: 9,032 shares; 2025Q3: 8,310 shares; 2025Q4: 8,421 shares 8,421 $5.28M 1.04% +111 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,460 shares; 2024Q4: 31,722 shares; 2025Q1: 43,923 shares; 2025Q2: 43,493 shares; 2025Q3: 54,263 shares; 2025Q4: 56,863 shares 56,863 $5.25M 1.03% +2,600 Timeline SKY CHAMPION HOMES INC More: the full row for CHAMPION HOMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,618 shares; 2024Q4: 105,554 shares; 2025Q1: 247,458 shares; 2025Q2: 61,461 shares; 2025Q3: 61,461 shares; 2025Q4: 61,461 shares 61,461 $5.19M 1.02% 0 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,691 shares; 2025Q1: 9,821 shares; 2025Q2: 11,145 shares; 2025Q3: 10,041 shares; 2025Q4: 10,061 shares 10,061 $4.91M 0.96% +20 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: 15,999 shares; 2024Q4: 17,599 shares; 2025Q1: 21,554 shares; 2025Q2: 22,972 shares; 2025Q3: 22,251 shares; 2025Q4: 19,279 shares 19,279 $4.45M 0.87% -2,972 Timeline MEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,600 shares; 2024Q4: 60,565 shares; 2025Q1: 63,455 shares; 2025Q2: 86,465 shares; 2025Q3: 72,349 shares; 2025Q4: 76,887 shares 76,887 $3.87M 0.76% +4,538 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: 694,167 shares; 2024Q4: 3,708 shares; 2025Q1: 2,061 shares; 2025Q2: 2,172 shares; 2025Q3: 2,150 shares; 2025Q4: 3,541 shares 3,541 $3.81M 0.75% +1,391 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: 20,672 shares; 2024Q4: 12,459 shares; 2025Q1: 5,871 shares; 2025Q2: 5,871 shares; 2025Q3: 5,871 shares; 2025Q4: 12,246 shares 12,246 $3.63M 0.71% +6,375 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: 169,189 shares; 2024Q4: 16,169 shares; 2025Q1: 16,729 shares; 2025Q2: 11,328 shares; 2025Q3: 11,285 shares; 2025Q4: 14,252 shares 14,252 $3.26M 0.64% +2,967 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,970 shares; 2024Q4: 12,633 shares; 2025Q1: 16,096 shares; 2025Q2: 18,836 shares; 2025Q3: 18,578 shares; 2025Q4: 17,080 shares 17,080 $3.19M 0.63% -1,498 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: 12,999 shares; 2024Q4: 20,094 shares; 2025Q1: 19,144 shares; 2025Q2: 19,601 shares; 2025Q3: 19,515 shares; 2025Q4: 31,656 shares 31,656 $3.16M 0.62% +12,141 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: 4,132,870 shares; 2024Q4: 6,496 shares; 2025Q1: 6,109 shares; 2025Q2: 6,128 shares; 2025Q3: 4,759 shares; 2025Q4: 4,690 shares 4,690 $3.1M 0.61% -69 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: 613,412 shares; 2024Q4: 28,550 shares; 2025Q1: 19,883 shares; 2025Q2: 19,520 shares; 2025Q3: 18,729 shares; 2025Q4: 28,816 shares 28,816 $3.03M 0.6% +10,087 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,783 shares; 2024Q4: 33,346 shares; 2025Q1: 38,329 shares; 2025Q2: 51,169 shares; 2025Q3: 53,671 shares; 2025Q4: 55,102 shares 55,102 $3.01M 0.59% +1,431 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: 91,035 shares; 2024Q4: 46,109 shares; 2025Q1: 37,184 shares; 2025Q2: 23,230 shares; 2025Q3: 24,072 shares; 2025Q4: 38,291 shares 38,291 $2.95M 0.58% +14,219 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: 297,722 shares; 2024Q4: 6,864 shares; 2025Q1: 7,046 shares; 2025Q2: 7,496 shares; 2025Q3: 6,531 shares; 2025Q4: 5,825 shares 5,825 $2.93M 0.57% -706 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: 15,623 shares; 2024Q4: 39,432 shares; 2025Q1: 17,044 shares; 2025Q2: 12,131 shares; 2025Q3: 11,834 shares; 2025Q4: 25,346 shares 25,346 $2.82M 0.55% +13,512 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: 35,397 shares; 2024Q4: 69,462 shares; 2025Q1: 39,317 shares; 2025Q2: 29,034 shares; 2025Q3: 20,762 shares; 2025Q4: 50,014 shares 50,014 $2.75M 0.54% +29,252 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: 3,124 shares; 2024Q4: 17,164 shares; 2025Q1: 5,784 shares; 2025Q2: 7,801 shares; 2025Q3: 7,308 shares; 2025Q4: 14,704 shares 14,704 $2.7M 0.53% +7,396 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: 10,767 shares; 2024Q4: 10,689 shares; 2025Q1: 10,837 shares; 2025Q2: 10,819 shares; 2025Q3: 10,817 shares; 2025Q4: 10,608 shares 10,608 $2.61M 0.51% -209 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: 65,312 shares; 2024Q4: 13,026 shares; 2025Q1: 11,021 shares; 2025Q2: 8,249 shares; 2025Q3: 8,321 shares; 2025Q4: 12,189 shares 12,189 $2.52M 0.49% +3,868 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: 16,970 shares; 2024Q4: 7,450 shares; 2025Q1: 9,679 shares; 2025Q2: 8,212 shares; 2025Q3: 8,126 shares; 2025Q4: 7,945 shares 7,945 $2.43M 0.48% -181 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: 256,038 shares; 2024Q4: 22,175 shares; 2025Q1: 14,157 shares; 2025Q2: 10,750 shares; 2025Q3: 10,557 shares; 2025Q4: 19,881 shares 19,881 $2.39M 0.47% +9,324 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: 114,032 shares; 2024Q4: 19,987 shares; 2025Q1: 17,014 shares; 2025Q2: 12,929 shares; 2025Q3: 12,929 shares; 2025Q4: 18,732 shares 18,732 $2.35M 0.46% +5,803 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: 5,468 shares; 2024Q4: 5,850 shares; 2025Q1: 6,069 shares; 2025Q2: 8,433 shares; 2025Q3: 8,411 shares; 2025Q4: 7,476 shares 7,476 $2.35M 0.46% -935 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: 3,879 shares; 2024Q4: 12,101 shares; 2025Q1: 5,535 shares; 2025Q2: 6,569 shares; 2025Q3: 6,837 shares; 2025Q4: 14,151 shares 14,151 $2.03M 0.4% +7,314 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: 104,278 shares; 2024Q4: 28,356 shares; 2025Q1: 27,820 shares; 2025Q2: 24,966 shares; 2025Q3: 19,487 shares; 2025Q4: 20,216 shares 20,216 $2.02M 0.4% +729 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: 6,720 shares; 2024Q4: 30,456 shares; 2025Q1: 8,249 shares; 2025Q2: 18,374 shares; 2025Q3: 19,482 shares; 2025Q4: 20,162 shares 20,162 $1.94M 0.38% +680 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: 24,293 shares; 2024Q4: 17,465 shares; 2025Q1: 1,848 shares; 2025Q2: not reported; 2025Q3: 2,140 shares; 2025Q4: 17,465 shares 17,465 $1.93M 0.38% +15,325 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,648 shares; 2025Q1: 11,087 shares; 2025Q2: 7,925 shares; 2025Q3: 7,925 shares; 2025Q4: 14,289 shares 14,289 $1.9M 0.37% +6,364 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: 107,880 shares; 2024Q4: 12,882 shares; 2025Q1: 12,882 shares; 2025Q2: 12,882 shares; 2025Q3: 12,807 shares; 2025Q4: 12,807 shares 12,807 $1.84M 0.36% 0 Timeline CCSI CONSENSUS CLOUD SOLUTIONS IN More: the full row for CONSENSUS CLOUD SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 155,857 shares; 2024Q4: 170,306 shares; 2025Q1: 170,306 shares; 2025Q2: 166,260 shares; 2025Q3: 85,335 shares; 2025Q4: 82,946 shares 82,946 $1.81M 0.36% -2,389 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: 8,345 shares; 2024Q4: 25,586 shares; 2025Q1: 9,820 shares; 2025Q2: 9,667 shares; 2025Q3: 9,610 shares; 2025Q4: 18,913 shares 18,913 $1.76M 0.35% +9,303 Timeline SUI SUN CMNTYS INC More: the full row for SUN CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,458 shares; 2024Q4: 13,458 shares; 2025Q1: 13,458 shares; 2025Q2: 13,458 shares; 2025Q3: 13,458 shares; 2025Q4: 13,383 shares 13,383 $1.66M 0.33% -75 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: 7,203 shares; 2024Q4: 7,465 shares; 2025Q1: 7,176 shares; 2025Q2: 6,643 shares; 2025Q3: 4,658 shares; 2025Q4: 4,608 shares 4,608 $1.65M 0.32% -50 Timeline VNT VONTIER CORPORATION More: the full row for VONTIER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,823 shares; 2024Q4: 67,480 shares; 2025Q1: 67,312 shares; 2025Q2: 70,743 shares; 2025Q3: 43,520 shares; 2025Q4: 43,099 shares 43,099 $1.6M 0.31% -421 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,793 shares; 2025Q1: 7,793 shares; 2025Q2: 7,793 shares; 2025Q3: 7,793 shares; 2025Q4: 7,793 shares 7,793 $1.6M 0.31% 0 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: 63,293 shares; 2024Q4: 12,750 shares; 2025Q1: 11,759 shares; 2025Q2: 9,407 shares; 2025Q3: 9,011 shares; 2025Q4: 13,206 shares 13,206 $1.5M 0.29% +4,195 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,521 shares; 2024Q4: 14,932 shares; 2025Q1: 14,973 shares; 2025Q2: 14,587 shares; 2025Q3: 14,205 shares; 2025Q4: 11,885 shares 11,885 $1.46M 0.29% -2,320 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: 5,345 shares; 2024Q4: 5,392 shares; 2025Q1: 16,898 shares; 2025Q2: 9,381 shares; 2025Q3: 9,362 shares; 2025Q4: 4,171 shares 4,171 $1.44M 0.28% -5,191 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: not reported; 2024Q4: 19,628 shares; 2025Q1: 3,687 shares; 2025Q2: 3,572 shares; 2025Q3: 3,318 shares; 2025Q4: 19,569 shares 19,569 $1.44M 0.28% +16,251 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: 1,836 shares; 2024Q4: 9,828 shares; 2025Q1: 12,781 shares; 2025Q2: 7,106 shares; 2025Q3: 7,113 shares; 2025Q4: 9,871 shares 9,871 $1.41M 0.28% +2,758 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM 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: 7,489 shares; 2025Q2: 12,573 shares; 2025Q3: 28,502 shares; 2025Q4: 30,702 shares 30,702 $1.4M 0.27% +2,200 Timeline SSNC SS&C TECH HLDGS More: the full row for SS&C TECH HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,320 shares; 2024Q4: 23,326 shares; 2025Q1: 23,224 shares; 2025Q2: 26,311 shares; 2025Q3: 19,496 shares; 2025Q4: 15,454 shares 15,454 $1.35M 0.27% -4,042 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,025 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,545 shares 5,545 $1.34M 0.26% new 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: 9,166 shares; 2024Q4: 9,541 shares; 2025Q1: 10,842 shares; 2025Q2: 10,775 shares; 2025Q3: 10,683 shares; 2025Q4: 10,795 shares 10,795 $1.3M 0.25% +112 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,529 shares; 2024Q4: 28,993 shares; 2025Q1: 28,467 shares; 2025Q2: 23,588 shares; 2025Q3: 20,007 shares; 2025Q4: 19,946 shares 19,946 $1.28M 0.25% -61 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: 112,885 shares; 2024Q4: 49,305 shares; 2025Q1: 32,065 shares; 2025Q2: 24,038 shares; 2025Q3: 25,151 shares; 2025Q4: 51,012 shares 51,012 $1.27M 0.25% +25,861 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: 12,800 shares; 2024Q4: 7,450 shares; 2025Q1: 7,450 shares; 2025Q2: 7,450 shares; 2025Q3: 7,426 shares; 2025Q4: 7,341 shares 7,341 $1.18M 0.23% -85 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: 13,566 shares; 2024Q4: 14,890 shares; 2025Q1: 4,097 shares; 2025Q2: 4,090 shares; 2025Q3: 4,090 shares; 2025Q4: 14,890 shares 14,890 $1.18M 0.23% +10,800 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: 5,660 shares; 2024Q4: 20,864 shares; 2025Q1: 17,026 shares; 2025Q2: 8,790 shares; 2025Q3: 9,086 shares; 2025Q4: 16,741 shares 16,741 $1.17M 0.23% +7,655 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: 2,887 shares; 2024Q4: 2,967 shares; 2025Q1: 3,064 shares; 2025Q2: 3,267 shares; 2025Q3: 3,248 shares; 2025Q4: 3,335 shares 3,335 $1.17M 0.23% +87 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: 18,911 shares; 2024Q4: 18,729 shares; 2025Q1: 17,378 shares; 2025Q2: 17,532 shares; 2025Q3: 21,801 shares; 2025Q4: 21,341 shares 21,341 $1.15M 0.23% -460 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: 3,836 shares; 2024Q4: 3,424 shares; 2025Q1: 3,472 shares; 2025Q2: 3,279 shares; 2025Q3: 3,276 shares; 2025Q4: 3,183 shares 3,183 $1.12M 0.22% -93 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,283 shares; 2024Q4: 4,067 shares; 2025Q1: 4,067 shares; 2025Q2: 4,022 shares; 2025Q3: 4,004 shares; 2025Q4: 4,004 shares 4,004 $1.12M 0.22% 0 Timeline PNW PINNACLE WEST CAP CORP More: the full row for PINNACLE WEST CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,800 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,800 shares 11,800 $1.05M 0.21% new 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: 2,116 shares; 2024Q4: 2,198 shares; 2025Q1: 2,226 shares; 2025Q2: 1,751 shares; 2025Q3: 1,272 shares; 2025Q4: 1,264 shares 1,264 $1.04M 0.2% -8 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,609 shares; 2024Q4: 3,031 shares; 2025Q1: 3,056 shares; 2025Q2: 3,023 shares; 2025Q3: 2,652 shares; 2025Q4: 3,548 shares 3,548 $1.03M 0.2% +896 Timeline ITRN ITURAN LOCATION AND CONTROL More: the full row for ITURAN LOCATION AND CONTROL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,099 shares; 2024Q4: 23,099 shares; 2025Q1: 23,099 shares; 2025Q2: 23,099 shares; 2025Q3: 23,099 shares; 2025Q4: 23,099 shares 23,099 $993K 0.19% 0 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: not reported; 2024Q4: 6,814 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,140 shares 10,140 $991K 0.19% new Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,300 shares; 2024Q4: 5,323 shares; 2025Q1: 6,010 shares; 2025Q2: 5,931 shares; 2025Q3: 5,309 shares; 2025Q4: 4,659 shares 4,659 $988K 0.19% -650 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,837 shares; 2024Q4: 2,837 shares; 2025Q1: 6,129 shares; 2025Q2: 4,474 shares; 2025Q3: 4,448 shares; 2025Q4: 3,955 shares 3,955 $974K 0.19% -493 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: 5,409 shares; 2024Q4: 5,736 shares; 2025Q1: 5,779 shares; 2025Q2: 10,410 shares; 2025Q3: 7,748 shares; 2025Q4: 7,632 shares 7,632 $973K 0.19% -116 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: 11,514 shares; 2024Q4: 2,595 shares; 2025Q1: 2,595 shares; 2025Q2: 2,574 shares; 2025Q3: 1,637 shares; 2025Q4: 1,560 shares 1,560 $944K 0.19% -77 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: 1,458 shares; 2024Q4: 1,510 shares; 2025Q1: 3,546 shares; 2025Q2: 3,054 shares; 2025Q3: 3,612 shares; 2025Q4: 3,560 shares 3,560 $943K 0.19% -52 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: 1,184 shares; 2024Q4: 1,184 shares; 2025Q1: 1,334 shares; 2025Q2: 1,340 shares; 2025Q3: 1,317 shares; 2025Q4: 1,066 shares 1,066 $919K 0.18% -251 Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,969 shares; 2024Q4: 15,969 shares; 2025Q1: 15,969 shares; 2025Q2: 15,969 shares; 2025Q3: 15,969 shares; 2025Q4: 15,969 shares 15,969 $910K 0.18% 0 Timeline PRGS PROGRESS SOFTWARE CORP More: the full row for PROGRESS SOFTWARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,031 shares; 2024Q4: 6,244 shares; 2025Q1: 7,885 shares; 2025Q2: 8,257 shares; 2025Q3: 21,279 shares; 2025Q4: 21,024 shares 21,024 $903K 0.18% -255 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: 4,038 shares; 2024Q4: 4,070 shares; 2025Q1: 5,073 shares; 2025Q2: 5,167 shares; 2025Q3: 5,147 shares; 2025Q4: 4,147 shares 4,147 $900K 0.18% -1,000 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: 23,543 shares; 2024Q4: 5,555 shares; 2025Q1: 6,247 shares; 2025Q2: 7,516 shares; 2025Q3: 7,373 shares; 2025Q4: 5,872 shares 5,872 $895K 0.18% -1,501 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 653 shares; 2024Q4: 692 shares; 2025Q1: 2,185 shares; 2025Q2: 2,172 shares; 2025Q3: 1,749 shares; 2025Q4: 1,591 shares 1,591 $894K 0.18% -158 Timeline UBND VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS 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: 35,602 shares; 2025Q2: 36,565 shares; 2025Q3: 37,339 shares; 2025Q4: 39,596 shares 39,596 $871K 0.17% +2,257 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 395 shares; 2025Q3: 1,867 shares; 2025Q4: 1,847 shares 1,847 $866K 0.17% -20 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: 338,118 shares; 2024Q4: 22,873 shares; 2025Q1: 9,512 shares; 2025Q2: 9,487 shares; 2025Q3: 9,887 shares; 2025Q4: 15,566 shares 15,566 $840K 0.16% +5,679 Timeline FREL 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: 31,000 shares; 2024Q4: 31,000 shares; 2025Q1: 31,000 shares; 2025Q2: 31,000 shares; 2025Q3: 31,000 shares; 2025Q4: 31,000 shares 31,000 $834K 0.16% 0 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,176 shares; 2024Q4: 3,398 shares; 2025Q1: 3,396 shares; 2025Q2: 3,327 shares; 2025Q3: 2,066 shares; 2025Q4: 2,060 shares 2,060 $801K 0.16% -6 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: 22,026 shares; 2024Q4: 22,051 shares; 2025Q1: 22,044 shares; 2025Q2: 17,001 shares; 2025Q3: 15,651 shares; 2025Q4: 15,698 shares 15,698 $797K 0.16% +47 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: 6,207 shares; 2024Q4: 6,298 shares; 2025Q1: 5,239 shares; 2025Q2: 5,230 shares; 2025Q3: 3,629 shares; 2025Q4: 3,925 shares 3,925 $765K 0.15% +296 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: 11,635 shares; 2024Q4: 11,635 shares; 2025Q1: 9,695 shares; 2025Q2: 9,701 shares; 2025Q3: 10,890 shares; 2025Q4: 1,924 shares 1,924 $762K 0.15% -8,966 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,861 shares; 2024Q4: 10,861 shares; 2025Q1: 10,861 shares; 2025Q2: 10,861 shares; 2025Q3: 10,861 shares; 2025Q4: 10,861 shares 10,861 $760K 0.15% 0 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: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares 1 $755K 0.15% 0 Timeline TRU TRANSUNION More: the full row for TRANSUNION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,759 shares; 2024Q4: 11,218 shares; 2025Q1: 11,380 shares; 2025Q2: 12,485 shares; 2025Q3: 8,735 shares; 2025Q4: 8,659 shares 8,659 $743K 0.15% -76 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: 15,926 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 65,500 shares; 2025Q3: 39,535 shares; 2025Q4: 69,055 shares 69,055 $740K 0.15% +29,520 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,884 shares; 2025Q4: 13,784 shares 13,784 $697K 0.14% +8,900 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: 18,600 shares; 2024Q4: 18,600 shares; 2025Q1: 19,205 shares; 2025Q2: 19,197 shares; 2025Q3: 19,197 shares; 2025Q4: 19,197 shares 19,197 $696K 0.14% 0 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: 48,474 shares; 2024Q4: 16,425 shares; 2025Q1: 15,849 shares; 2025Q2: 15,849 shares; 2025Q3: 15,849 shares; 2025Q4: 8,522 shares 8,522 $692K 0.14% -7,327 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: 18,187 shares; 2024Q4: 1,199 shares; 2025Q1: 1,204 shares; 2025Q2: 1,199 shares; 2025Q3: 1,199 shares; 2025Q4: 1,199 shares 1,199 $687K 0.13% 0 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: 2,185 shares; 2024Q4: 2,177 shares; 2025Q1: 3,496 shares; 2025Q2: 2,825 shares; 2025Q3: 2,862 shares; 2025Q4: 2,177 shares 2,177 $671K 0.13% -685 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: not reported; 2024Q4: 12,548 shares; 2025Q1: 3,247 shares; 2025Q2: 4,838 shares; 2025Q3: 3,510 shares; 2025Q4: 12,422 shares 12,422 $669K 0.13% +8,912 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: 1,398 shares; 2024Q4: 451,784 shares; 2025Q1: 288,476 shares; 2025Q2: 1,436 shares; 2025Q3: 1,499 shares; 2025Q4: 977 shares 977 $666K 0.13% -522 Timeline TNET TRINET GROUP INC More: the full row for TRINET GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,981 shares; 2024Q4: 7,237 shares; 2025Q1: 7,769 shares; 2025Q2: 9,070 shares; 2025Q3: 11,198 shares; 2025Q4: 11,062 shares 11,062 $654K 0.13% -136 Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,942 shares; 2024Q4: 2,031 shares; 2025Q1: 2,031 shares; 2025Q2: 2,031 shares; 2025Q3: 2,031 shares; 2025Q4: 1,984 shares 1,984 $642K 0.13% -47 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 27,000 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 27,000 shares 27,000 $640K 0.13% new 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: 2,124 shares; 2024Q4: 2,130 shares; 2025Q1: 4,049 shares; 2025Q2: 3,071 shares; 2025Q3: 3,071 shares; 2025Q4: 1,855 shares 1,855 $638K 0.13% -1,216 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: 275,920 shares; 2024Q4: 18,552 shares; 2025Q1: 8,090 shares; 2025Q2: 6,720 shares; 2025Q3: 7,457 shares; 2025Q4: 15,639 shares 15,639 $637K 0.12% +8,182 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: 1,922 shares; 2024Q4: 1,743 shares; 2025Q1: 1,855 shares; 2025Q2: 1,860 shares; 2025Q3: 1,737 shares; 2025Q4: 1,688 shares 1,688 $624K 0.12% -49 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,558 shares; 2025Q4: 1,598 shares 1,598 $597K 0.12% +40 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: 15,350 shares; 2024Q4: 15,350 shares; 2025Q1: 9,078 shares; 2025Q2: 9,078 shares; 2025Q3: 9,078 shares; 2025Q4: 7,437 shares 7,437 $593K 0.12% -1,641 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: 7,339 shares; 2024Q4: 12,784 shares; 2025Q1: 8,604 shares; 2025Q2: 8,604 shares; 2025Q3: 7,424 shares; 2025Q4: 6,774 shares 6,774 $590K 0.12% -650 Timeline HLI HOULIHAN LOKEY INC More: the full row for HOULIHAN LOKEY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,174 shares; 2024Q4: 6,212 shares; 2025Q1: 9,048 shares; 2025Q2: 4,314 shares; 2025Q3: 4,314 shares; 2025Q4: 3,295 shares 3,295 $574K 0.11% -1,019 Timeline AEIS ADVANCED ENERGY INDS More: the full row for ADVANCED ENERGY INDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,494 shares; 2024Q4: 4,594 shares; 2025Q1: 4,567 shares; 2025Q2: 2,838 shares; 2025Q3: 2,838 shares; 2025Q4: 2,741 shares 2,741 $574K 0.11% -97 Timeline FLS FLOWSERVE CORP More: the full row for FLOWSERVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,248 shares; 2024Q4: 13,207 shares; 2025Q1: 13,160 shares; 2025Q2: 8,082 shares; 2025Q3: 8,082 shares; 2025Q4: 8,082 shares 8,082 $561K 0.11% 0 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: not reported; 2024Q4: not reported; 2025Q1: 10,081 shares; 2025Q2: 10,289 shares; 2025Q3: 16,777 shares; 2025Q4: 8,451 shares 8,451 $558K 0.11% -8,326 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 170,488 shares; 2025Q1: 171,067 shares; 2025Q2: 2,885 shares; 2025Q3: 2,851 shares; 2025Q4: 1,640 shares 1,640 $550K 0.11% -1,211 Timeline SPXC SPX TECHNOLOGIES INC More: the full row for SPX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,394 shares; 2024Q4: 5,349 shares; 2025Q1: 5,379 shares; 2025Q2: 3,140 shares; 2025Q3: 3,140 shares; 2025Q4: 2,747 shares 2,747 $550K 0.11% -393 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: 86,820 shares; 2024Q4: not reported; 2025Q1: 2,272 shares; 2025Q2: 3,679 shares; 2025Q3: 3,004 shares; 2025Q4: 3,020 shares 3,020 $537K 0.11% +16 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,395 shares; 2024Q4: 2,395 shares; 2025Q1: 2,395 shares; 2025Q2: 2,395 shares; 2025Q3: 2,395 shares; 2025Q4: 2,361 shares 2,361 $527K 0.1% -34 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: 632 shares; 2024Q4: 657 shares; 2025Q1: 676 shares; 2025Q2: 668 shares; 2025Q3: 2,901 shares; 2025Q4: 1,500 shares 1,500 $525K 0.1% -1,401 Timeline FORM FORMFACTOR INC More: the full row for FORMFACTOR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,854 shares; 2024Q4: 14,748 shares; 2025Q1: 14,821 shares; 2025Q2: 9,154 shares; 2025Q3: 9,154 shares; 2025Q4: 9,137 shares 9,137 $510K 0.1% -17 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: 361 shares; 2024Q4: 334 shares; 2025Q1: 554 shares; 2025Q2: 552 shares; 2025Q3: 536 shares; 2025Q4: 5,425 shares 5,425 $509K 0.1% +4,889 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,794 shares; 2025Q1: 2,794 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,950 shares 4,950 $497K 0.1% new Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,896 shares; 2025Q4: 7,314 shares 7,314 $492K 0.1% +418 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: 2,826 shares; 2024Q4: 2,739 shares; 2025Q1: 4,697 shares; 2025Q2: 3,442 shares; 2025Q3: 2,051 shares; 2025Q4: 1,499 shares 1,499 $491K 0.1% -552 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: 11,205 shares; 2024Q4: 11,205 shares; 2025Q1: 11,205 shares; 2025Q2: 11,040 shares; 2025Q3: 11,040 shares; 2025Q4: 11,040 shares 11,040 $490K 0.1% 0 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,977 shares; 2024Q4: 9,793 shares; 2025Q1: 9,560 shares; 2025Q2: 9,560 shares; 2025Q3: 4,210 shares; 2025Q4: 3,514 shares 3,514 $490K 0.1% -696 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: 1,545 shares; 2024Q4: 1,785 shares; 2025Q1: 1,490 shares; 2025Q2: 1,510 shares; 2025Q3: 1,505 shares; 2025Q4: 1,610 shares 1,610 $489K 0.1% +105 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: 4,160 shares; 2024Q4: 4,160 shares; 2025Q1: 4,160 shares; 2025Q2: 4,380 shares; 2025Q3: 4,473 shares; 2025Q4: 4,567 shares 4,567 $489K 0.1% +94 Timeline AMKR AMKOR TECHNOLOGY INC More: the full row for AMKOR TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,612 shares; 2024Q4: 10,691 shares; 2025Q1: 10,598 shares; 2025Q2: 12,377 shares; 2025Q3: 12,377 shares; 2025Q4: 12,370 shares 12,370 $488K 0.1% -7 Timeline ZBRA ZEBRA TECHNOLOGIES CORPORATI More: the full row for ZEBRA TECHNOLOGIES CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,697 shares; 2024Q4: 3,103 shares; 2025Q1: 3,125 shares; 2025Q2: 3,099 shares; 2025Q3: 2,054 shares; 2025Q4: 2,008 shares 2,008 $488K 0.1% -46 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: 1,240 shares; 2024Q4: 1,251 shares; 2025Q1: 1,253 shares; 2025Q2: 1,251 shares; 2025Q3: 1,251 shares; 2025Q4: 1,251 shares 1,251 $487K 0.1% 0 Timeline FLRN 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,697 shares; 2025Q4: 15,697 shares 15,697 $482K 0.09% 0 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: 3,267 shares; 2024Q4: 3,251 shares; 2025Q1: 3,301 shares; 2025Q2: 2,997 shares; 2025Q3: 2,983 shares; 2025Q4: 2,910 shares 2,910 $471K 0.09% -73 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,870 shares; 2024Q4: 3,007 shares; 2025Q1: 3,007 shares; 2025Q2: 2,922 shares; 2025Q3: 2,922 shares; 2025Q4: 2,922 shares 2,922 $470K 0.09% 0 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,046 shares; 2024Q4: 1,087 shares; 2025Q1: 1,103 shares; 2025Q2: 1,078 shares; 2025Q3: 825 shares; 2025Q4: 817 shares 817 $469K 0.09% -8 Timeline CMA COMERICA INC More: the full row for COMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,389 shares; 2024Q4: 5,389 shares; 2025Q1: 5,411 shares; 2025Q2: 5,389 shares; 2025Q3: 5,389 shares; 2025Q4: 5,389 shares 5,389 $468K 0.09% 0 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: 1,071 shares; 2024Q4: 1,181 shares; 2025Q1: 1,295 shares; 2025Q2: 1,434 shares; 2025Q3: 1,428 shares; 2025Q4: 1,031 shares 1,031 $464K 0.09% -397 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: 1,291 shares; 2024Q4: 1,291 shares; 2025Q1: 1,589 shares; 2025Q2: 1,737 shares; 2025Q3: 1,594 shares; 2025Q4: 3,178 shares 3,178 $458K 0.09% +1,584 Timeline MOG-A MOOG INC More: the full row for MOOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,496 shares; 2024Q4: 3,610 shares; 2025Q1: 3,579 shares; 2025Q2: 1,949 shares; 2025Q3: 1,949 shares; 2025Q4: 1,872 shares 1,872 $456K 0.09% -77 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: 17,221 shares; 2024Q4: 1,865 shares; 2025Q1: 1,897 shares; 2025Q2: 4,631 shares; 2025Q3: 3,998 shares; 2025Q4: 2,558 shares 2,558 $454K 0.09% -1,440 Timeline FCFS FIRSTCASH HOLDINGS INC More: the full row for FIRSTCASH HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,490 shares; 2024Q4: 4,595 shares; 2025Q1: 4,570 shares; 2025Q2: 2,842 shares; 2025Q3: 2,842 shares; 2025Q4: 2,841 shares 2,841 $453K 0.09% -1 Timeline CTRE CARETRUST REIT INC More: the full row for CARETRUST REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,100 shares; 2024Q4: 12,100 shares; 2025Q1: 12,100 shares; 2025Q2: 12,100 shares; 2025Q3: 12,100 shares; 2025Q4: 12,100 shares 12,100 $438K 0.09% 0 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: 1,456 shares; 2024Q4: 1,456 shares; 2025Q1: 2,608 shares; 2025Q2: 2,006 shares; 2025Q3: 1,995 shares; 2025Q4: 2,199 shares 2,199 $429K 0.08% +204 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: 5,476 shares; 2024Q4: 5,476 shares; 2025Q1: 5,666 shares; 2025Q2: 11,322 shares; 2025Q3: 11,322 shares; 2025Q4: 10,609 shares 10,609 $426K 0.08% -713 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: 1,484 shares; 2024Q4: 1,579 shares; 2025Q1: 1,582 shares; 2025Q2: 1,579 shares; 2025Q3: 1,590 shares; 2025Q4: 1,558 shares 1,558 $423K 0.08% -32 Timeline PULS PGIM ETF TR More: the full row for PGIM 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: 6,990 shares; 2025Q4: 8,490 shares 8,490 $421K 0.08% +1,500 Timeline CSW CSW INDUSTRIALS INC More: the full row for CSW INDUSTRIALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,438 shares; 2025Q4: 1,424 shares 1,424 $418K 0.08% -14 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: 8,581 shares; 2024Q4: 17,262 shares; 2025Q1: 17,262 shares; 2025Q2: 17,262 shares; 2025Q3: 17,263 shares; 2025Q4: 17,263 shares 17,263 $415K 0.08% 0 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: 423 shares; 2024Q4: 439 shares; 2025Q1: 450 shares; 2025Q2: 449 shares; 2025Q3: 449 shares; 2025Q4: 2,680 shares 2,680 $411K 0.08% +2,231 Timeline GATX GATX CORP More: the full row for GATX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,825 shares; 2024Q4: 3,907 shares; 2025Q1: 3,883 shares; 2025Q2: 2,415 shares; 2025Q3: 2,415 shares; 2025Q4: 2,414 shares 2,414 $409K 0.08% -1 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: 8,159 shares; 2024Q4: 8,769 shares; 2025Q1: 8,748 shares; 2025Q2: 7,964 shares; 2025Q3: 5,869 shares; 2025Q4: 5,115 shares 5,115 $408K 0.08% -754 Timeline ADC AGREE RLTY CORP More: the full row for AGREE RLTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,476 shares; 2024Q4: 5,301 shares; 2025Q1: 5,301 shares; 2025Q2: 5,167 shares; 2025Q3: 5,715 shares; 2025Q4: 5,579 shares 5,579 $402K 0.08% -136 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: 741 shares; 2024Q4: 741 shares; 2025Q1: 762 shares; 2025Q2: 759 shares; 2025Q3: 754 shares; 2025Q4: 765 shares 765 $400K 0.08% +11 Timeline SF STIFEL FINL CORP More: the full row for STIFEL FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,186 shares; 2024Q4: 5,635 shares; 2025Q1: 5,309 shares; 2025Q2: 3,314 shares; 2025Q3: 3,188 shares; 2025Q4: 3,187 shares 3,187 $399K 0.08% -1 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: 1,066 shares; 2024Q4: 1,066 shares; 2025Q1: 674 shares; 2025Q2: 659 shares; 2025Q3: 659 shares; 2025Q4: 597 shares 597 $395K 0.08% -62 Timeline ENS ENERSYS More: the full row for ENERSYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,521 shares; 2024Q4: 4,519 shares; 2025Q1: 4,414 shares; 2025Q2: 2,686 shares; 2025Q3: 2,686 shares; 2025Q4: 2,683 shares 2,683 $394K 0.08% -3 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: 1,611 shares; 2024Q4: 1,383 shares; 2025Q1: 1,411 shares; 2025Q2: 1,573 shares; 2025Q3: 1,722 shares; 2025Q4: 1,714 shares 1,714 $392K 0.08% -8 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,584 shares; 2024Q4: 10,584 shares; 2025Q1: 10,607 shares; 2025Q2: 10,584 shares; 2025Q3: 10,584 shares; 2025Q4: 11,384 shares 11,384 $392K 0.08% +800 Timeline RGEN REPLIGEN CORP More: the full row for REPLIGEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,226 shares; 2024Q4: 2,360 shares; 2025Q1: 2,360 shares; 2025Q2: 2,360 shares; 2025Q3: 2,360 shares; 2025Q4: 2,360 shares 2,360 $387K 0.08% 0 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,091 shares; 2024Q4: 1,842 shares; 2025Q1: 2,030 shares; 2025Q2: 2,030 shares; 2025Q3: 2,030 shares; 2025Q4: 2,088 shares 2,088 $385K 0.08% +58 Timeline HXL HEXCEL CORP NEW More: the full row for HEXCEL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,345 shares; 2024Q4: 8,442 shares; 2025Q1: 8,369 shares; 2025Q2: 5,138 shares; 2025Q3: 5,138 shares; 2025Q4: 5,136 shares 5,136 $380K 0.07% -2 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,266 shares; 2024Q4: 6,266 shares; 2025Q1: 6,266 shares; 2025Q2: 6,266 shares; 2025Q3: 6,266 shares; 2025Q4: 6,266 shares 6,266 $379K 0.07% 0 Timeline CLF CLEVELAND-CLIFFS INC NEW More: the full row for CLEVELAND-CLIFFS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,874 shares; 2024Q4: 27,874 shares; 2025Q1: 27,874 shares; 2025Q2: 27,874 shares; 2025Q3: 27,874 shares; 2025Q4: 27,874 shares 27,874 $370K 0.07% 0 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,168 shares; 2024Q4: 4,172 shares; 2025Q1: 4,176 shares; 2025Q2: 4,092 shares; 2025Q3: 3,942 shares; 2025Q4: 3,812 shares 3,812 $369K 0.07% -130 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: 3,870 shares; 2025Q4: 3,869 shares 3,869 $364K 0.07% -1 Timeline R RYDER SYS INC More: the full row for RYDER SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,090 shares; 2024Q4: 3,057 shares; 2025Q1: 3,068 shares; 2025Q2: 1,901 shares; 2025Q3: 1,901 shares; 2025Q4: 1,899 shares 1,899 $363K 0.07% -2 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: 27,305 shares; 2024Q4: 10,357 shares; 2025Q1: 10,357 shares; 2025Q2: 10,518 shares; 2025Q3: 10,447 shares; 2025Q4: 10,447 shares 10,447 $363K 0.07% 0 Timeline AIR AAR CORP More: the full row for AAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,090 shares; 2024Q4: 7,179 shares; 2025Q1: 7,086 shares; 2025Q2: 4,350 shares; 2025Q3: 4,350 shares; 2025Q4: 4,350 shares 4,350 $360K 0.07% 0 Timeline CWST CASELLA WASTE SYS INC More: the full row for CASELLA WASTE SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,442 shares; 2024Q4: 7,607 shares; 2025Q1: 7,622 shares; 2025Q2: 3,787 shares; 2025Q3: 3,787 shares; 2025Q4: 3,668 shares 3,668 $359K 0.07% -119 Timeline CSGP COSTAR GROUP INC More: the full row for COSTAR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,598 shares; 2024Q4: 5,439 shares; 2025Q1: 5,442 shares; 2025Q2: 5,403 shares; 2025Q3: 5,403 shares; 2025Q4: 5,300 shares 5,300 $356K 0.07% -103 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: not reported; 2024Q4: not reported; 2025Q1: 4,954 shares; 2025Q2: 4,954 shares; 2025Q3: 4,811 shares; 2025Q4: 4,067 shares 4,067 $356K 0.07% -744 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: 819 shares; 2024Q4: 633 shares; 2025Q1: 1,246 shares; 2025Q2: 1,000 shares; 2025Q3: 1,018 shares; 2025Q4: 540 shares 540 $353K 0.07% -478 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: 1,597 shares; 2024Q4: 1,605 shares; 2025Q1: 2,644 shares; 2025Q2: 2,279 shares; 2025Q3: 2,392 shares; 2025Q4: 1,067 shares 1,067 $352K 0.07% -1,325 Timeline FLR FLUOR CORP More: the full row for FLUOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,862 shares; 2024Q4: 8,862 shares; 2025Q1: 8,862 shares; 2025Q2: 8,862 shares; 2025Q3: 8,862 shares; 2025Q4: 8,862 shares 8,862 $351K 0.07% 0 Timeline RGA REINSURANCE GROUP AMER INC More: the full row for REINSURANCE GROUP AMER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,272 shares; 2024Q4: 3,349 shares; 2025Q1: 3,337 shares; 2025Q2: 1,720 shares; 2025Q3: 1,720 shares; 2025Q4: 1,720 shares 1,720 $350K 0.07% 0 Timeline PSN PARSONS CORP DEL More: the full row for PARSONS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,124 shares; 2024Q4: 9,086 shares; 2025Q1: 9,060 shares; 2025Q2: 5,587 shares; 2025Q3: 5,587 shares; 2025Q4: 5,586 shares 5,586 $345K 0.07% -1 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: 250 shares; 2024Q4: 250 shares; 2025Q1: 260 shares; 2025Q2: 3,900 shares; 2025Q3: 3,900 shares; 2025Q4: 3,750 shares 3,750 $342K 0.07% -150 Timeline UMBF UMB FINL CORP More: the full row for UMB FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,753 shares; 2025Q2: 2,960 shares; 2025Q3: 2,960 shares; 2025Q4: 2,959 shares 2,959 $340K 0.07% -1 Timeline UCB UNITED CMNTY BKS BLAIRSVLE G More: the full row for UNITED CMNTY BKS BLAIRSVLE G Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,201 shares; 2024Q4: 15,423 shares; 2025Q1: 16,122 shares; 2025Q2: 10,861 shares; 2025Q3: 10,861 shares; 2025Q4: 10,864 shares 10,864 $339K 0.07% +3 Timeline CAKE CHEESECAKE FACTORY INC More: the full row for CHEESECAKE FACTORY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,451 shares; 2024Q4: 12,448 shares; 2025Q1: 12,280 shares; 2025Q2: 6,679 shares; 2025Q3: 6,679 shares; 2025Q4: 6,682 shares 6,682 $337K 0.07% +3 Timeline UBSI UNITED BANKSHARES INC WEST V More: the full row for UNITED BANKSHARES INC WEST V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,267 shares; 2024Q4: 12,537 shares; 2025Q1: 12,560 shares; 2025Q2: 8,762 shares; 2025Q3: 8,762 shares; 2025Q4: 8,765 shares 8,765 $337K 0.07% +3 Timeline SMG SCOTTS MIRACLE-GRO CO More: the full row for SCOTTS MIRACLE-GRO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,766 shares; 2024Q4: 7,895 shares; 2025Q1: 7,857 shares; 2025Q2: 5,771 shares; 2025Q3: 5,771 shares; 2025Q4: 5,689 shares 5,689 $332K 0.07% -82 Timeline MDGL MADRIGAL PHARMACEUTICALS INC More: the full row for MADRIGAL PHARMACEUTICALS 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: 567 shares; 2025Q4: 567 shares 567 $330K 0.06% 0 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,911 shares; 2024Q4: 7,257 shares; 2025Q1: 7,257 shares; 2025Q2: 4,800 shares; 2025Q3: 4,844 shares; 2025Q4: 4,843 shares 4,843 $325K 0.06% -1 Timeline DAR DARLING INGREDIENTS INC More: the full row for DARLING INGREDIENTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,008 shares; 2024Q4: 10,871 shares; 2025Q1: 12,269 shares; 2025Q2: 8,965 shares; 2025Q3: 8,965 shares; 2025Q4: 8,971 shares 8,971 $323K 0.06% +6 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 722 shares; 2024Q4: 722 shares; 2025Q1: 722 shares; 2025Q2: 722 shares; 2025Q3: 722 shares; 2025Q4: 706 shares 706 $320K 0.06% -16 Timeline TRMK TRUSTMARK CORP More: the full row for TRUSTMARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,134 shares; 2024Q4: 15,052 shares; 2025Q1: 15,046 shares; 2025Q2: 8,180 shares; 2025Q3: 8,180 shares; 2025Q4: 8,183 shares 8,183 $319K 0.06% +3 Timeline PLXS PLEXUS CORP More: the full row for PLEXUS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,501 shares; 2024Q4: 3,488 shares; 2025Q1: 3,477 shares; 2025Q2: 2,159 shares; 2025Q3: 2,159 shares; 2025Q4: 2,159 shares 2,159 $317K 0.06% 0 Timeline RBA RB GLOBAL INC More: the full row for RB GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,877 shares; 2024Q4: 3,134 shares; 2025Q1: 3,134 shares; 2025Q2: 3,134 shares; 2025Q3: 3,134 shares; 2025Q4: 3,067 shares 3,067 $316K 0.06% -67 Timeline FELE FRANKLIN ELEC INC More: the full row for FRANKLIN ELEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,074 shares; 2024Q4: 6,069 shares; 2025Q1: 6,026 shares; 2025Q2: 3,293 shares; 2025Q3: 3,293 shares; 2025Q4: 3,294 shares 3,294 $315K 0.06% +1 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: not reported; 2024Q4: not reported; 2025Q1: 6,519 shares; 2025Q2: 6,266 shares; 2025Q3: 5,438 shares; 2025Q4: 5,399 shares 5,399 $304K 0.06% -39 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: 14,800 shares; 2025Q3: 14,800 shares; 2025Q4: 21,200 shares 21,200 $304K 0.06% +6,400 Timeline OGS ONE GAS INC More: the full row for ONE GAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,193 shares; 2024Q4: 6,182 shares; 2025Q1: 6,172 shares; 2025Q2: 3,799 shares; 2025Q3: 3,799 shares; 2025Q4: 3,797 shares 3,797 $293K 0.06% -2 Timeline OII OCEANEERING INTL INC More: the full row for OCEANEERING INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,847 shares; 2024Q4: 20,023 shares; 2025Q1: 19,665 shares; 2025Q2: 12,093 shares; 2025Q3: 12,093 shares; 2025Q4: 12,088 shares 12,088 $290K 0.06% -5 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: 650 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 438 shares; 2025Q3: 438 shares; 2025Q4: 429 shares 429 $290K 0.06% -9 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,719 shares; 2024Q4: 5,719 shares; 2025Q1: 5,747 shares; 2025Q2: 5,554 shares; 2025Q3: 5,554 shares; 2025Q4: 5,464 shares 5,464 $289K 0.06% -90 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: 1,490 shares; 2024Q4: 1,483 shares; 2025Q1: 1,487 shares; 2025Q2: 1,487 shares; 2025Q3: 1,488 shares; 2025Q4: 1,488 shares 1,488 $285K 0.06% 0 Timeline BOX BOX INC More: the full row for BOX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,542 shares; 2024Q4: 15,421 shares; 2025Q1: 15,457 shares; 2025Q2: 9,512 shares; 2025Q3: 9,512 shares; 2025Q4: 9,512 shares 9,512 $285K 0.06% 0 Timeline STAG STAG INDUSTRIAL INC More: the full row for STAG INDUSTRIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,084 shares; 2024Q4: 12,341 shares; 2025Q1: 12,238 shares; 2025Q2: 7,685 shares; 2025Q3: 7,685 shares; 2025Q4: 7,684 shares 7,684 $282K 0.06% -1 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: 1,009 shares; 2024Q4: 1,009 shares; 2025Q1: 1,001 shares; 2025Q2: not reported; 2025Q3: 453 shares; 2025Q4: 480 shares 480 $278K 0.05% +27 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,981 shares; 2025Q3: 5,981 shares; 2025Q4: 5,981 shares 5,981 $277K 0.05% 0 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: 714 shares; 2024Q4: 762 shares; 2025Q1: 845 shares; 2025Q2: 842 shares; 2025Q3: 918 shares; 2025Q4: 820 shares 820 $276K 0.05% -98 Timeline EXPRO GROUP HOLDINGS NV COM EXPRO GROUP HOLDINGS NV COM More: the full row for EXPRO GROUP HOLDINGS NV COM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,119 shares; 2024Q4: 12,472 shares; 2025Q1: 33,291 shares; 2025Q2: 20,545 shares; 2025Q3: 20,545 shares; 2025Q4: 20,542 shares 20,542 $274K 0.05% -3 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: 2,116 shares; 2024Q4: 1,856 shares; 2025Q1: 1,840 shares; 2025Q2: 945 shares; 2025Q3: 945 shares; 2025Q4: 945 shares 945 $273K 0.05% 0 Timeline FRME FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,710 shares; 2024Q4: 11,772 shares; 2025Q1: 11,701 shares; 2025Q2: 7,268 shares; 2025Q3: 7,268 shares; 2025Q4: 7,267 shares 7,267 $272K 0.05% -1 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,001 shares; 2024Q4: 2,038 shares; 2025Q1: 2,206 shares; 2025Q2: 2,176 shares; 2025Q3: 2,289 shares; 2025Q4: 2,371 shares 2,371 $270K 0.05% +82 Timeline LFUS LITTELFUSE INC More: the full row for LITTELFUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,751 shares; 2024Q4: 1,729 shares; 2025Q1: 1,730 shares; 2025Q2: 1,065 shares; 2025Q3: 1,065 shares; 2025Q4: 1,065 shares 1,065 $269K 0.05% 0 Timeline AUB ATLANTIC UN BANKSHARES CORP More: the full row for ATLANTIC UN BANKSHARES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,595 shares; 2025Q3: 7,595 shares; 2025Q4: 7,597 shares 7,597 $268K 0.05% +2 Timeline ECG EVERUS CONSTR GROUP More: the full row for EVERUS CONSTR GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,121 shares; 2025Q4: 3,120 shares 3,120 $267K 0.05% -1 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: not reported; 2025Q1: not reported; 2025Q2: 3,263 shares; 2025Q3: 2,932 shares; 2025Q4: 1,543 shares 1,543 $264K 0.05% -1,389 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 232 shares; 2024Q4: 232 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 156 shares 156 $264K 0.05% new Timeline MTH MERITAGE HOMES CORP More: the full row for MERITAGE HOMES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,810 shares; 2024Q4: 2,824 shares; 2025Q1: 5,633 shares; 2025Q2: 3,958 shares; 2025Q3: 3,958 shares; 2025Q4: 3,961 shares 3,961 $261K 0.05% +3 Timeline ITGR INTEGER HLDGS CORP More: the full row for INTEGER HLDGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,383 shares; 2024Q4: 5,382 shares; 2025Q1: 5,345 shares; 2025Q2: 3,324 shares; 2025Q3: 3,324 shares; 2025Q4: 3,323 shares 3,323 $261K 0.05% -1 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,300 shares; 2025Q3: 1,879 shares; 2025Q4: 1,268 shares 1,268 $260K 0.05% -611 Timeline MTZ MASTEC INC More: the full row for MASTEC 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: 1,190 shares 1,190 $259K 0.05% new Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 283 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 283 shares; 2025Q3: 283 shares; 2025Q4: 283 shares 283 $256K 0.05% 0 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: 3,691 shares; 2024Q4: 3,691 shares; 2025Q1: 3,735 shares; 2025Q2: 3,691 shares; 2025Q3: 3,981 shares; 2025Q4: 3,039 shares 3,039 $256K 0.05% -942 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,052 shares 1,052 $256K 0.05% new Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 947 shares; 2024Q4: 947 shares; 2025Q1: 945 shares; 2025Q2: 945 shares; 2025Q3: 945 shares; 2025Q4: 923 shares 923 $254K 0.05% -22 Timeline EFSC ENTERPRISE FINL SVCS CORP More: the full row for ENTERPRISE FINL SVCS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,597 shares; 2024Q4: 8,612 shares; 2025Q1: 8,581 shares; 2025Q2: 4,679 shares; 2025Q3: 4,679 shares; 2025Q4: 4,678 shares 4,678 $253K 0.05% -1 Timeline CBT CABOT CORP More: the full row for CABOT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,033 shares; 2024Q4: 6,144 shares; 2025Q1: 6,114 shares; 2025Q2: 3,805 shares; 2025Q3: 3,805 shares; 2025Q4: 3,804 shares 3,804 $252K 0.05% -1 Timeline SDVY 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: not reported; 2025Q2: 6,033 shares; 2025Q3: 6,033 shares; 2025Q4: 6,505 shares 6,505 $249K 0.05% +472 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 853 shares; 2024Q4: 853 shares; 2025Q1: 856 shares; 2025Q2: 853 shares; 2025Q3: 853 shares; 2025Q4: 1,106 shares 1,106 $247K 0.05% +253 Timeline MOS MOSAIC CO More: the full row for MOSAIC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,192 shares; 2024Q4: 10,262 shares; 2025Q1: 10,262 shares; 2025Q2: 10,262 shares; 2025Q3: 10,339 shares; 2025Q4: 10,262 shares 10,262 $247K 0.05% -77 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,316 shares; 2024Q4: 5,316 shares; 2025Q1: 5,318 shares; 2025Q2: 5,316 shares; 2025Q3: 5,316 shares; 2025Q4: 4,039 shares 4,039 $242K 0.05% -1,277 Timeline BHE BENCHMARK ELECTRS INC More: the full row for BENCHMARK ELECTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,567 shares 5,567 $238K 0.05% new Timeline CTS CTS CORP More: the full row for CTS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,665 shares; 2024Q4: 7,652 shares; 2025Q1: 7,656 shares; 2025Q2: 5,544 shares; 2025Q3: 5,544 shares; 2025Q4: 5,545 shares 5,545 $238K 0.05% +1 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 940 shares; 2025Q3: not reported; 2025Q4: 1,249 shares 1,249 $235K 0.05% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,760 shares; 2025Q3: 1,719 shares; 2025Q4: 1,206 shares 1,206 $234K 0.05% -513 Timeline JGRO 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: 2,582 shares; 2025Q3: 2,593 shares; 2025Q4: 2,511 shares 2,511 $233K 0.05% -82 Timeline FIVE FIVE BELOW INC More: the full row for FIVE BELOW 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: 1,232 shares 1,232 $232K 0.05% new 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: 1,338 shares; 2024Q4: 1,338 shares; 2025Q1: 1,716 shares; 2025Q2: 1,589 shares; 2025Q3: 1,482 shares; 2025Q4: 1,328 shares 1,328 $230K 0.05% -154 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: 1,517 shares; 2024Q4: 1,617 shares; 2025Q1: 1,617 shares; 2025Q2: 1,617 shares; 2025Q3: 1,812 shares; 2025Q4: 1,487 shares 1,487 $229K 0.04% -325 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,102 shares; 2025Q4: 980 shares 980 $223K 0.04% -122 Timeline LOPE GRAND CANYON ED INC More: the full row for GRAND CANYON ED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,358 shares; 2025Q1: 1,358 shares; 2025Q2: 1,358 shares; 2025Q3: 1,358 shares; 2025Q4: 1,327 shares 1,327 $221K 0.04% -31 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 181 shares 181 $220K 0.04% new Timeline NBN NORTHEAST BK PORTLAND ME More: the full row for NORTHEAST BK PORTLAND ME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,102 shares; 2025Q4: 2,100 shares 2,100 $218K 0.04% -2 Timeline TKR TIMKEN CO More: the full row for TIMKEN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,090 shares; 2024Q4: 4,160 shares; 2025Q1: 4,165 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,593 shares 2,593 $218K 0.04% new Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,710 shares 4,710 $209K 0.04% new 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: 2,074 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,157 shares; 2025Q3: 2,157 shares; 2025Q4: 2,157 shares 2,157 $207K 0.04% 0 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,420 shares 2,420 $207K 0.04% new 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: 332 shares; 2024Q4: 369 shares; 2025Q1: 479 shares; 2025Q2: not reported; 2025Q3: 258 shares; 2025Q4: 255 shares 255 $206K 0.04% -3 Timeline DFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,319 shares; 2025Q4: 4,319 shares 4,319 $206K 0.04% 0 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,121 shares; 2024Q4: 7,785 shares; 2025Q1: 7,865 shares; 2025Q2: 10,781 shares; 2025Q3: 10,144 shares; 2025Q4: 3,233 shares 3,233 $205K 0.04% -6,911 Timeline ENSG ENSIGN GROUP INC More: the full row for ENSIGN 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: 1,195 shares; 2025Q4: 1,168 shares 1,168 $203K 0.04% -27 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,666 shares; 2025Q4: 5,472 shares 5,472 $202K 0.04% -194 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 256 shares; 2025Q3: 263 shares; 2025Q4: 188 shares 188 $201K 0.04% -75 Timeline SABR SABRE CORP More: the full row for SABRE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 131,006 shares; 2024Q4: 110,240 shares; 2025Q1: 129,194 shares; 2025Q2: 79,231 shares; 2025Q3: 79,231 shares; 2025Q4: 79,191 shares 79,191 $108K 0.02% -40 Timeline KLC KINDERCARE LEARNING COMPANIE More: the full row for KINDERCARE LEARNING COMPANIE 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: 21,300 shares 21,300 $92K 0.02% new Timeline DNN DENISON MINES CORP More: the full row for DENISON MINES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,000 shares; 2024Q4: 15,000 shares; 2025Q1: 15,000 shares; 2025Q2: 15,000 shares; 2025Q3: 15,000 shares; 2025Q4: 15,000 shares 15,000 $39.9K 0.01% 0 Timeline ENVX ENOVIX CORPORATION More: the full row for ENOVIX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares 300 $2.19K <0.01% 0 Timeline