IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,003,529 shares; 2024Q2: 969,394 shares; 2024Q3: not reported; 2024Q4: 907,672 shares; 2025Q1: 890,670 shares 890,670 $67.4M 4.64% -17,002 Timeline XLC 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 399,162 shares; 2024Q2: 363,805 shares; 2024Q3: 352,450 shares; 2024Q4: 341,959 shares; 2025Q1: 333,688 shares 333,688 $32.2M 2.21% -8,271 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 99,970 shares; 2024Q2: 88,863 shares; 2024Q3: 89,124 shares; 2024Q4: 86,698 shares; 2025Q1: 84,238 shares 84,238 $31.6M 2.18% -2,460 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 167,358 shares; 2024Q2: 152,297 shares; 2024Q3: 154,772 shares; 2024Q4: 151,719 shares; 2025Q1: 148,284 shares 148,284 $30.6M 2.11% -3,435 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 789,197 shares; 2024Q2: 782,249 shares; 2024Q3: 767,954 shares; 2024Q4: 717,924 shares; 2025Q1: 733,582 shares 733,582 $29.6M 2.03% +15,658 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 159,751 shares; 2024Q2: 153,282 shares; 2024Q3: 142,204 shares; 2024Q4: 117,740 shares; 2025Q1: 113,670 shares 113,670 $27.9M 1.92% -4,070 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 122,775 shares; 2024Q2: 126,075 shares; 2024Q3: 124,051 shares; 2024Q4: 290,219 shares; 2025Q1: 357,795 shares 357,795 $25.4M 1.75% +67,576 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 18,907 shares; 2024Q2: 18,128 shares; 2024Q3: 180,222 shares; 2024Q4: 170,322 shares; 2025Q1: 147,622 shares 147,622 $24.7M 1.7% -22,700 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 95,748 shares; 2024Q2: 93,706 shares; 2024Q3: 89,158 shares; 2024Q4: 85,806 shares; 2025Q1: 83,584 shares 83,584 $24.1M 1.66% -2,222 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 206,987 shares; 2024Q2: 198,989 shares; 2024Q3: 196,461 shares; 2024Q4: 163,902 shares; 2025Q1: 141,209 shares 141,209 $23.4M 1.61% -22,693 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 64,621 shares; 2024Q2: 62,142 shares; 2024Q3: 68,922 shares; 2024Q4: 67,279 shares; 2025Q1: 72,826 shares 72,826 $22.7M 1.57% +5,547 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 114,275 shares; 2024Q2: 109,079 shares; 2024Q3: 108,115 shares; 2024Q4: 106,752 shares; 2025Q1: 101,592 shares 101,592 $21.3M 1.46% -5,160 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 119,211 shares; 2024Q2: 116,823 shares; 2024Q3: 110,562 shares; 2024Q4: 107,161 shares; 2025Q1: 105,122 shares 105,122 $21M 1.44% -2,039 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 121,681 shares; 2024Q2: 119,982 shares; 2024Q3: 118,659 shares; 2024Q4: 116,222 shares; 2025Q1: 112,969 shares 112,969 $18.9M 1.3% -3,253 Timeline KBE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 374,452 shares; 2024Q4: 360,697 shares; 2025Q1: 351,444 shares 351,444 $18.6M 1.28% -9,253 Timeline XLU 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 263,185 shares; 2024Q3: 253,121 shares; 2024Q4: 244,349 shares; 2025Q1: 235,536 shares 235,536 $18.6M 1.28% -8,813 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 327,369 shares; 2024Q2: 314,507 shares; 2024Q3: 311,478 shares; 2024Q4: 307,164 shares; 2025Q1: 292,627 shares 292,627 $18.1M 1.24% -14,537 Timeline XLRE 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 431,080 shares; 2024Q2: 206,141 shares; 2024Q3: 449,826 shares; 2024Q4: 431,304 shares; 2025Q1: 420,123 shares 420,123 $17.6M 1.21% -11,181 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 101,549 shares; 2024Q2: 81,272 shares; 2024Q3: 82,913 shares; 2024Q4: 81,203 shares; 2025Q1: 78,299 shares 78,299 $17.4M 1.2% -2,904 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 126,165 shares; 2024Q2: 123,696 shares; 2024Q3: 117,226 shares; 2024Q4: 113,784 shares; 2025Q1: 111,528 shares 111,528 $17.1M 1.17% -2,256 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 138,152 shares; 2024Q2: 192,555 shares; 2024Q3: 185,997 shares; 2024Q4: 178,166 shares; 2025Q1: 174,743 shares 174,743 $16.3M 1.12% -3,423 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 206,876 shares; 2024Q2: 196,909 shares; 2024Q3: 194,742 shares; 2024Q4: 186,539 shares; 2025Q1: 181,093 shares 181,093 $16.3M 1.12% -5,446 Timeline XLP 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 4,832 shares; 2024Q2: 4,848 shares; 2024Q3: 205,126 shares; 2024Q4: 197,161 shares; 2025Q1: 186,443 shares 186,443 $15.2M 1.05% -10,718 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 106,720 shares; 2024Q2: 102,494 shares; 2024Q3: 101,394 shares; 2024Q4: 85,329 shares; 2025Q1: 61,206 shares 61,206 $15.2M 1.05% -24,123 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 102,102 shares; 2024Q2: 96,120 shares; 2024Q3: 95,710 shares; 2024Q4: 92,851 shares; 2025Q1: 89,408 shares 89,408 $14.8M 1.02% -3,443 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 45,669 shares; 2024Q2: not reported; 2024Q3: 44,300 shares; 2024Q4: 42,667 shares; 2025Q1: 42,167 shares 42,167 $14.8M 1.02% -500 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 78,909 shares; 2024Q2: 74,891 shares; 2024Q3: 90,915 shares; 2024Q4: 89,577 shares; 2025Q1: 85,571 shares 85,571 $14.6M 1% -4,006 Timeline XLY 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 97,076 shares; 2024Q2: 95,327 shares; 2024Q3: 9,064 shares; 2024Q4: 9,569 shares; 2025Q1: 72,909 shares 72,909 $14.4M 0.99% +63,340 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 57,676 shares; 2024Q2: 55,040 shares; 2024Q3: 54,558 shares; 2024Q4: 51,061 shares; 2025Q1: 48,323 shares 48,323 $14.3M 0.98% -2,738 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 78,768 shares; 2024Q2: 74,787 shares; 2024Q3: 86,951 shares; 2024Q4: 104,324 shares; 2025Q1: 135,301 shares 135,301 $14.1M 0.97% +30,977 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 33,612 shares; 2024Q2: 32,133 shares; 2024Q3: 28,275 shares; 2024Q4: 25,396 shares; 2025Q1: 24,844 shares 24,844 $13.6M 0.93% -552 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 507,340 shares; 2024Q2: 478,605 shares; 2024Q3: 471,811 shares; 2024Q4: 463,791 shares; 2025Q1: 438,527 shares 438,527 $13.4M 0.92% -25,264 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 305,641 shares; 2024Q2: 304,805 shares; 2024Q3: 299,273 shares; 2024Q4: 290,543 shares; 2025Q1: 285,381 shares 285,381 $13.4M 0.92% -5,162 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 155,987 shares; 2024Q2: 149,374 shares; 2024Q3: 147,348 shares; 2024Q4: 121,007 shares; 2025Q1: 114,820 shares 114,820 $13.4M 0.92% -6,187 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 31,340 shares; 2024Q2: 29,301 shares; 2024Q3: 29,271 shares; 2024Q4: 28,837 shares; 2025Q1: 36,508 shares 36,508 $13.4M 0.92% +7,671 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 188,151 shares; 2025Q1: 232,499 shares 232,499 $13.4M 0.92% +44,348 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 253,496 shares; 2024Q2: 245,834 shares; 2024Q3: 244,660 shares; 2024Q4: 190,754 shares; 2025Q1: 150,874 shares 150,874 $13.2M 0.91% -39,880 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 132,001 shares; 2024Q2: not reported; 2024Q3: 127,092 shares; 2024Q4: 125,150 shares; 2025Q1: 118,873 shares 118,873 $13.2M 0.91% -6,277 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 325,773 shares; 2024Q2: 311,735 shares; 2024Q3: 309,317 shares; 2024Q4: 295,120 shares; 2025Q1: 289,607 shares 289,607 $13.1M 0.9% -5,513 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 16,150 shares; 2024Q2: 15,063 shares; 2024Q3: 14,869 shares; 2024Q4: 55,597 shares; 2025Q1: 71,715 shares 71,715 $12.9M 0.89% +16,118 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 92,073 shares; 2024Q2: 87,681 shares; 2024Q3: 87,764 shares; 2024Q4: 85,299 shares; 2025Q1: 83,013 shares 83,013 $12.8M 0.88% -2,286 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 116,576 shares; 2024Q2: 89,657 shares; 2024Q3: 88,740 shares; 2024Q4: 87,492 shares; 2025Q1: 83,121 shares 83,121 $12.8M 0.88% -4,371 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 44,854 shares; 2024Q2: 41,777 shares; 2024Q3: 41,613 shares; 2024Q4: 40,953 shares; 2025Q1: 38,787 shares 38,787 $12.8M 0.88% -2,166 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 87,042 shares; 2024Q2: 86,073 shares; 2024Q3: 84,857 shares; 2024Q4: 83,765 shares; 2025Q1: 79,724 shares 79,724 $12.7M 0.87% -4,041 Timeline ANGL VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 468,913 shares; 2024Q2: 467,320 shares; 2024Q3: 458,942 shares; 2024Q4: 432,848 shares; 2025Q1: 437,405 shares 437,405 $12.6M 0.87% +4,557 Timeline ANSYS INC ANSYS INC More: the full row for ANSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 39,393 shares; 2024Q2: 39,301 shares; 2024Q3: 39,281 shares; 2024Q4: 39,271 shares; 2025Q1: 39,281 shares 39,281 $12.4M 0.86% +10 BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 108,511 shares; 2024Q3: 106,851 shares; 2024Q4: 175,841 shares; 2025Q1: 167,523 shares 167,523 $12.3M 0.85% -8,318 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,022,661 shares; 2024Q2: 1,000,917 shares; 2024Q3: 952,205 shares; 2024Q4: 893,339 shares; 2025Q1: 893,068 shares 893,068 $12.2M 0.84% -271 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 103,595 shares; 2024Q2: 99,282 shares; 2024Q3: 98,343 shares; 2024Q4: 77,123 shares; 2025Q1: 73,138 shares 73,138 $12.1M 0.84% -3,985 Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 5,024,685 shares; 2024Q2: 4,841,939 shares; 2024Q3: 4,773,870 shares; 2024Q4: 4,685,732 shares; 2025Q1: 3,174,021 shares 3,174,021 $12.1M 0.83% -1,511,711 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 60,307 shares; 2024Q2: 58,211 shares; 2024Q3: 58,191 shares; 2024Q4: 55,348 shares; 2025Q1: 54,553 shares 54,553 $11.6M 0.79% -795 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 103,923 shares; 2024Q2: 101,105 shares; 2024Q3: 99,982 shares; 2024Q4: 98,257 shares; 2025Q1: 93,263 shares 93,263 $11.4M 0.78% -4,994 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 93,888 shares; 2024Q2: 88,693 shares; 2024Q3: 88,435 shares; 2024Q4: 95,071 shares; 2025Q1: 101,299 shares 101,299 $11.1M 0.77% +6,228 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 153,930 shares; 2024Q2: 150,941 shares; 2024Q3: 150,555 shares; 2024Q4: 145,987 shares; 2025Q1: 143,791 shares 143,791 $10.7M 0.74% -2,196 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 40,830 shares; 2024Q2: 39,156 shares; 2024Q3: 38,955 shares; 2024Q4: 41,379 shares; 2025Q1: 49,279 shares 49,279 $10.7M 0.74% +7,900 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 26,489 shares; 2024Q2: 25,773 shares; 2024Q3: 25,987 shares; 2024Q4: 25,032 shares; 2025Q1: 20,037 shares 20,037 $10.5M 0.72% -4,995 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 80,302 shares; 2024Q2: 80,056 shares; 2024Q3: 79,240 shares; 2024Q4: 76,761 shares; 2025Q1: 54,350 shares 54,350 $10.3M 0.71% -22,411 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 44,755 shares; 2024Q2: 42,168 shares; 2024Q3: 41,801 shares; 2024Q4: 150,817 shares; 2025Q1: 145,664 shares 145,664 $10.3M 0.71% -5,153 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 293,227 shares; 2024Q2: 279,546 shares; 2024Q3: 278,872 shares; 2024Q4: 252,063 shares; 2025Q1: 245,714 shares 245,714 $10.3M 0.71% -6,349 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 104,666 shares; 2024Q2: 99,453 shares; 2024Q3: 98,266 shares; 2024Q4: 96,539 shares; 2025Q1: 91,754 shares 91,754 $10.1M 0.69% -4,785 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 56,072 shares; 2024Q2: 77,633 shares; 2024Q3: 62,922 shares; 2024Q4: 60,839 shares; 2025Q1: 60,256 shares 60,256 $9.92M 0.68% -583 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 28,364 shares; 2024Q2: 33,422 shares; 2024Q3: 33,103 shares; 2024Q4: 32,063 shares; 2025Q1: 31,733 shares 31,733 $9.9M 0.68% -330 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 23,368 shares; 2024Q2: 22,481 shares; 2024Q3: 22,246 shares; 2024Q4: 21,420 shares; 2025Q1: 21,177 shares 21,177 $9.86M 0.68% -243 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,002 shares; 2024Q2: 1,002 shares; 2024Q3: 8,218 shares; 2024Q4: 7,761 shares; 2025Q1: 11,686 shares 11,686 $9.65M 0.66% +3,925 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 107,210 shares; 2024Q2: 105,938 shares; 2024Q3: 103,813 shares; 2024Q4: 97,690 shares; 2025Q1: 98,940 shares 98,940 $9.44M 0.65% +1,250 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 233,025 shares; 2024Q2: 228,859 shares; 2024Q3: 218,229 shares; 2024Q4: 211,618 shares; 2025Q1: 207,988 shares 207,988 $9.41M 0.65% -3,630 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 26,423 shares; 2024Q2: 26,215 shares; 2024Q3: 26,307 shares; 2024Q4: 20,677 shares; 2025Q1: 17,432 shares 17,432 $9.28M 0.64% -3,245 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 13,998 shares; 2024Q2: 107,584 shares; 2024Q3: 106,397 shares; 2024Q4: 102,900 shares; 2025Q1: 84,112 shares 84,112 $9.12M 0.63% -18,788 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 10,258 shares; 2024Q2: 9,840 shares; 2024Q3: 9,749 shares; 2024Q4: 9,432 shares; 2025Q1: 13,673 shares 13,673 $9.06M 0.62% +4,241 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 6,448 shares; 2024Q2: 6,426 shares; 2024Q3: 6,349 shares; 2024Q4: 4,669 shares; 2025Q1: 4,642 shares 4,642 $9.06M 0.62% -27 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 18,820 shares; 2024Q2: 18,297 shares; 2024Q3: 18,677 shares; 2024Q4: 18,154 shares; 2025Q1: 17,928 shares 17,928 $8.92M 0.61% -226 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 74,705 shares; 2024Q2: 82,298 shares; 2024Q3: 79,984 shares; 2024Q4: 79,084 shares; 2025Q1: 60,849 shares 60,849 $8.89M 0.61% -18,235 Timeline PINS PINTEREST INC More: the full row for PINTEREST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 147,902 shares; 2025Q1: 286,518 shares 286,518 $8.88M 0.61% +138,616 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 130,974 shares; 2024Q2: 129,620 shares; 2024Q3: 127,814 shares; 2024Q4: 125,794 shares; 2025Q1: 119,746 shares 119,746 $8.78M 0.6% -6,048 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 191,081 shares 191,081 $8.75M 0.6% new Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 16,951 shares; 2024Q2: not reported; 2024Q3: 16,709 shares; 2024Q4: 12,882 shares; 2025Q1: 10,929 shares 10,929 $8.7M 0.6% -1,953 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 23,752 shares; 2024Q2: 23,564 shares; 2024Q3: 23,323 shares; 2024Q4: 22,596 shares; 2025Q1: 22,519 shares 22,519 $8.64M 0.59% -77 Timeline PDD PDD HOLDINGS INC More: the full row for PDD HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 37,264 shares; 2024Q2: 59,643 shares; 2024Q3: 57,706 shares; 2024Q4: 36,084 shares; 2025Q1: 70,744 shares 70,744 $8.37M 0.58% +34,660 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 84,458 shares; 2024Q4: 81,735 shares; 2025Q1: 115,608 shares 115,608 $8.35M 0.57% +33,873 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 14,284 shares; 2024Q3: 14,146 shares; 2024Q4: 13,664 shares; 2025Q1: 13,600 shares 13,600 $8.27M 0.57% -64 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 12,530 shares; 2025Q1: 19,005 shares 19,005 $8.15M 0.56% +6,475 Timeline FMX FOMENTO ECONOMICO MEXICANO S More: the full row for FOMENTO ECONOMICO MEXICANO S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 86,914 shares; 2024Q2: 86,631 shares; 2024Q3: 85,685 shares; 2024Q4: 82,785 shares; 2025Q1: 82,412 shares 82,412 $8.04M 0.55% -373 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 17,060 shares; 2024Q2: 16,616 shares; 2024Q3: 16,458 shares; 2024Q4: 16,253 shares; 2025Q1: 15,819 shares 15,819 $8.04M 0.55% -434 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 17,407 shares; 2024Q2: 17,338 shares; 2024Q3: 17,155 shares; 2024Q4: 16,589 shares; 2025Q1: 16,507 shares 16,507 $8M 0.55% -82 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 26,127 shares; 2024Q2: 25,912 shares; 2024Q3: 25,498 shares; 2024Q4: 24,480 shares; 2025Q1: 24,339 shares 24,339 $7.35M 0.51% -141 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 17,355 shares; 2024Q3: 17,138 shares; 2024Q4: 34,173 shares; 2025Q1: 42,288 shares 42,288 $7.22M 0.5% +8,115 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 28,828 shares; 2024Q2: 28,746 shares; 2024Q3: 28,420 shares; 2024Q4: 27,490 shares; 2025Q1: 27,330 shares 27,330 $6.95M 0.48% -160 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 36,666 shares; 2024Q2: 35,632 shares; 2024Q3: 35,306 shares; 2024Q4: 33,983 shares; 2025Q1: 33,593 shares 33,593 $6.89M 0.47% -390 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 20,404 shares; 2024Q2: 19,751 shares; 2024Q3: 19,558 shares; 2024Q4: 18,911 shares; 2025Q1: 18,688 shares 18,688 $6.85M 0.47% -223 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 142,788 shares; 2024Q2: 139,488 shares; 2024Q3: 136,093 shares; 2024Q4: 116,231 shares; 2025Q1: 162,408 shares 162,408 $6.79M 0.47% +46,177 Timeline HUBS HUBSPOT INC More: the full row for HUBSPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,602 shares 11,602 $6.63M 0.46% new Timeline HDB HDFC BANK LTD More: the full row for HDFC BANK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 102,592 shares; 2024Q2: 101,718 shares; 2024Q3: 99,593 shares; 2024Q4: 92,037 shares; 2025Q1: 95,441 shares 95,441 $6.34M 0.44% +3,404 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 92,445 shares; 2024Q2: 90,808 shares; 2024Q3: 89,426 shares; 2024Q4: 87,367 shares; 2025Q1: 83,765 shares 83,765 $5.9M 0.41% -3,602 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 59,320 shares; 2024Q2: 59,293 shares; 2024Q3: 58,649 shares; 2024Q4: 56,540 shares; 2025Q1: 56,005 shares 56,005 $5.88M 0.4% -535 Timeline CPNG COUPANG INC More: the full row for COUPANG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 269,236 shares; 2024Q4: 260,523 shares; 2025Q1: 259,381 shares 259,381 $5.69M 0.39% -1,142 Timeline VPLS VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 70,759 shares 70,759 $5.49M 0.38% new Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 56,889 shares 56,889 $5.43M 0.37% new 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 49,110 shares; 2024Q2: 46,593 shares; 2024Q3: 46,481 shares; 2024Q4: 45,908 shares; 2025Q1: 44,928 shares 44,928 $5.34M 0.37% -980 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 47,694 shares; 2024Q2: 46,248 shares; 2024Q3: 45,329 shares; 2024Q4: 43,295 shares; 2025Q1: 43,657 shares 43,657 $5.29M 0.36% +362 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 20,850 shares; 2024Q2: 19,674 shares; 2024Q3: 20,160 shares; 2024Q4: 19,744 shares; 2025Q1: 18,983 shares 18,983 $3.93M 0.27% -761 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 4,098 shares; 2025Q1: 3,832 shares 3,832 $3.63M 0.25% -266 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 31,260 shares; 2024Q2: 29,335 shares; 2024Q3: 30,660 shares; 2024Q4: 29,975 shares; 2025Q1: 28,792 shares 28,792 $3.51M 0.24% -1,183 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 50,062 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 45,540 shares; 2025Q1: 45,909 shares 45,909 $3.38M 0.23% +369 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 49,788 shares; 2024Q2: 47,570 shares; 2024Q3: 48,289 shares; 2024Q4: 47,378 shares; 2025Q1: 45,814 shares 45,814 $3.28M 0.23% -1,564 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 74,491 shares; 2024Q2: not reported; 2024Q3: 70,573 shares; 2024Q4: 22,526 shares; 2025Q1: 20,717 shares 20,717 $3.11M 0.21% -1,809 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 42,526 shares; 2024Q2: 39,650 shares; 2024Q3: 40,390 shares; 2024Q4: 40,090 shares; 2025Q1: 37,817 shares 37,817 $3.04M 0.21% -2,273 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 15,745 shares; 2024Q2: 14,674 shares; 2024Q3: 15,017 shares; 2024Q4: 11,622 shares; 2025Q1: 11,084 shares 11,084 $3.01M 0.21% -538 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 27,347 shares; 2024Q2: 27,344 shares; 2024Q3: 27,344 shares; 2024Q4: 27,344 shares; 2025Q1: 27,327 shares 27,327 $2.99M 0.21% -17 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 121,981 shares; 2024Q2: 112,819 shares; 2024Q3: 112,274 shares; 2024Q4: 109,163 shares; 2025Q1: 104,057 shares 104,057 $2.97M 0.2% -5,106 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 63,104 shares; 2024Q2: 63,111 shares; 2024Q3: 63,253 shares; 2024Q4: 59,627 shares; 2025Q1: 61,505 shares 61,505 $2.93M 0.2% +1,878 Timeline HYLS 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 77,401 shares; 2024Q2: 75,510 shares; 2024Q3: 74,276 shares; 2024Q4: 67,373 shares; 2025Q1: 71,050 shares 71,050 $2.92M 0.2% +3,677 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 12,425 shares; 2024Q2: 11,648 shares; 2024Q3: 12,017 shares; 2024Q4: 11,736 shares; 2025Q1: 10,922 shares 10,922 $2.9M 0.2% -814 Timeline FTHI 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 142,121 shares; 2024Q2: 137,785 shares; 2024Q3: 135,058 shares; 2024Q4: 129,004 shares; 2025Q1: 130,082 shares 130,082 $2.84M 0.2% +1,078 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 10,223 shares; 2024Q2: 9,649 shares; 2024Q3: 9,574 shares; 2024Q4: 9,488 shares; 2025Q1: 9,150 shares 9,150 $2.8M 0.19% -338 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 26,124 shares; 2024Q2: 21,446 shares; 2024Q3: 21,722 shares; 2024Q4: 21,321 shares; 2025Q1: 20,189 shares 20,189 $2.68M 0.18% -1,132 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 23,941 shares; 2024Q2: 24,121 shares; 2024Q3: 39,139 shares; 2024Q4: 41,702 shares; 2025Q1: 53,013 shares 53,013 $2.64M 0.18% +11,311 Timeline SMB VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 148,777 shares; 2024Q2: 148,792 shares; 2024Q3: not reported; 2024Q4: 143,606 shares; 2025Q1: 144,874 shares 144,874 $2.48M 0.17% +1,268 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 47,573 shares; 2024Q2: 44,831 shares; 2024Q3: 45,664 shares; 2024Q4: 40,518 shares; 2025Q1: 40,298 shares 40,298 $2.46M 0.17% -220 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 35,003 shares; 2024Q2: 34,080 shares; 2024Q3: 33,512 shares; 2024Q4: 30,467 shares; 2025Q1: 31,966 shares 31,966 $2.35M 0.16% +1,499 Timeline JPIE 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 53,802 shares; 2024Q2: 52,172 shares; 2024Q3: 51,150 shares; 2024Q4: 48,878 shares; 2025Q1: 49,675 shares 49,675 $2.29M 0.16% +797 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 22,875 shares; 2024Q2: 21,309 shares; 2024Q3: 21,682 shares; 2024Q4: 18,638 shares; 2025Q1: 18,916 shares 18,916 $2.12M 0.15% +278 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 25,023 shares; 2024Q2: 24,247 shares; 2024Q3: 23,798 shares; 2024Q4: 68,194 shares; 2025Q1: 68,751 shares 68,751 $1.92M 0.13% +557 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 31,750 shares; 2024Q2: 26,777 shares; 2024Q3: 27,211 shares; 2024Q4: 26,437 shares; 2025Q1: 25,273 shares 25,273 $1.9M 0.13% -1,164 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 9,435 shares; 2024Q2: 9,435 shares; 2024Q3: 9,435 shares; 2024Q4: 9,435 shares; 2025Q1: 9,435 shares 9,435 $1.89M 0.13% 0 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 57,316 shares; 2024Q2: 53,984 shares; 2024Q3: 55,945 shares; 2024Q4: 54,190 shares; 2025Q1: 50,649 shares 50,649 $1.87M 0.13% -3,541 Timeline XLI 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 5,126 shares; 2024Q2: 65,850 shares; 2024Q3: 12,268 shares; 2024Q4: 13,054 shares; 2025Q1: 12,922 shares 12,922 $1.69M 0.12% -132 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 59,227 shares; 2024Q2: 57,416 shares; 2024Q3: 56,284 shares; 2024Q4: 57,848 shares; 2025Q1: 54,211 shares 54,211 $1.67M 0.11% -3,637 Timeline XLV 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 9,896 shares; 2024Q2: not reported; 2024Q3: 114,382 shares; 2024Q4: 108,594 shares; 2025Q1: 11,112 shares 11,112 $1.62M 0.11% -97,482 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 8,528 shares; 2024Q2: 7,959 shares; 2024Q3: 8,032 shares; 2024Q4: 7,834 shares; 2025Q1: 7,521 shares 7,521 $1.52M 0.1% -313 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 30,194 shares; 2024Q2: 30,192 shares; 2024Q3: 30,257 shares; 2024Q4: 29,127 shares; 2025Q1: 29,299 shares 29,299 $1.51M 0.1% +172 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 37,935 shares; 2024Q2: 36,904 shares; 2024Q3: not reported; 2024Q4: 34,562 shares; 2025Q1: 34,857 shares 34,857 $1.47M 0.1% +295 Timeline MMIT NYLIM ACTIVE ETF TR More: the full row for NYLIM ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 61,162 shares; 2024Q2: 61,158 shares; 2024Q3: 61,294 shares; 2024Q4: 59,907 shares; 2025Q1: 59,343 shares 59,343 $1.42M 0.1% -564 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,253 shares; 2024Q2: 2,283 shares; 2024Q3: 2,283 shares; 2024Q4: 2,283 shares; 2025Q1: 2,283 shares 2,283 $1.28M 0.09% 0 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 14,164 shares; 2024Q2: 14,164 shares; 2024Q3: 14,164 shares; 2024Q4: 14,138 shares; 2025Q1: 13,778 shares 13,778 $1.24M 0.09% -360 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 10,469 shares; 2025Q1: 6,080 shares 6,080 $1.14M 0.08% -4,389 Timeline PVI 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 41,697 shares; 2024Q2: 41,695 shares; 2024Q3: 41,781 shares; 2024Q4: 40,851 shares; 2025Q1: 40,463 shares 40,463 $1M 0.07% -388 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 4,886 shares; 2024Q2: 4,886 shares; 2024Q3: 4,886 shares; 2024Q4: 4,886 shares; 2025Q1: 4,886 shares 4,886 $859K 0.06% 0 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 15,770 shares; 2024Q2: 15,396 shares; 2024Q3: 15,016 shares; 2024Q4: 14,902 shares; 2025Q1: 14,814 shares 14,814 $735K 0.05% -88 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 5,329 shares; 2024Q2: 4,507 shares; 2024Q3: 5,607 shares; 2024Q4: 5,290 shares; 2025Q1: 5,208 shares 5,208 $728K 0.05% -82 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 2,354 shares; 2024Q3: 2,354 shares; 2024Q4: 2,354 shares; 2025Q1: 2,354 shares 2,354 $719K 0.05% 0 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,168 shares; 2024Q2: 3,168 shares; 2024Q3: 3,585 shares; 2024Q4: 3,352 shares; 2025Q1: 2,969 shares 2,969 $701K 0.05% -383 Timeline WSBC WESBANCO INC More: the full row for WESBANCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 21,691 shares; 2024Q2: 21,691 shares; 2024Q3: 21,691 shares; 2024Q4: 21,691 shares; 2025Q1: 21,691 shares 21,691 $672K 0.05% 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,531 shares; 2024Q2: 2,531 shares; 2024Q3: 2,531 shares; 2024Q4: 2,531 shares; 2025Q1: 2,531 shares 2,531 $654K 0.04% 0 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 9,092 shares; 2024Q2: 9,008 shares; 2024Q3: 6,528 shares; 2024Q4: 5,309 shares; 2025Q1: 4,848 shares 4,848 $629K 0.04% -461 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 21,880 shares; 2024Q2: 21,890 shares; 2024Q3: 21,042 shares; 2024Q4: 21,075 shares; 2025Q1: 19,210 shares 19,210 $609K 0.04% -1,865 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 6,000 shares; 2024Q2: 5,931 shares; 2024Q3: 5,915 shares; 2024Q4: 5,719 shares; 2025Q1: 5,556 shares 5,556 $581K 0.04% -163 Timeline FRT FEDERAL RLTY INVT TR NEW More: the full row for FEDERAL RLTY INVT TR NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 22,965 shares; 2024Q2: 22,965 shares; 2024Q3: 5,655 shares; 2024Q4: 5,655 shares; 2025Q1: 5,655 shares 5,655 $553K 0.04% 0 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,440 shares; 2024Q2: 2,440 shares; 2024Q3: 2,440 shares; 2024Q4: 2,440 shares; 2025Q1: 2,440 shares 2,440 $539K 0.04% 0 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 9,729 shares; 2024Q2: 9,646 shares; 2024Q3: 9,268 shares; 2024Q4: 9,282 shares; 2025Q1: 8,461 shares 8,461 $511K 0.04% -821 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,114 shares; 2024Q2: 2,114 shares; 2024Q3: 2,114 shares; 2024Q4: 2,100 shares; 2025Q1: 2,100 shares 2,100 $511K 0.04% 0 Timeline GFL GFL ENVIRONMENTAL INC More: the full row for GFL ENVIRONMENTAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 11,946 shares; 2024Q2: 11,836 shares; 2024Q3: 11,370 shares; 2024Q4: 11,386 shares; 2025Q1: 10,370 shares 10,370 $501K 0.03% -1,016 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 7,097 shares; 2025Q1: 6,817 shares 6,817 $496K 0.03% -280 Timeline MRX MAREX GROUP PLC More: the full row for MAREX GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 15,332 shares; 2024Q4: 15,359 shares; 2025Q1: 14,001 shares 14,001 $495K 0.03% -1,358 Timeline MR COOPER GROUP INC MR COOPER GROUP INC More: the full row for MR COOPER GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 4,678 shares; 2024Q2: 4,639 shares; 2024Q3: 4,456 shares; 2024Q4: 4,464 shares; 2025Q1: 4,074 shares 4,074 $487K 0.03% -390 USFD US FOODS HLDG CORP More: the full row for US FOODS HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 8,442 shares; 2024Q2: 8,370 shares; 2024Q3: 8,044 shares; 2024Q4: 8,056 shares; 2025Q1: 7,349 shares 7,349 $481K 0.03% -707 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,659 shares; 2024Q2: 2,659 shares; 2024Q3: 2,809 shares; 2024Q4: not reported; 2025Q1: 2,807 shares 2,807 $479K 0.03% new Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,335 shares; 2024Q2: 3,335 shares; 2024Q3: 3,335 shares; 2024Q4: 3,335 shares; 2025Q1: 3,335 shares 3,335 $466K 0.03% 0 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 7,696 shares; 2024Q2: 7,635 shares; 2024Q3: 5,984 shares; 2024Q4: 5,294 shares; 2025Q1: 4,832 shares 4,832 $465K 0.03% -462 Timeline XPO XPO INC More: the full row for XPO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 4,943 shares; 2024Q2: 4,900 shares; 2024Q3: 4,708 shares; 2024Q4: 4,716 shares; 2025Q1: 4,301 shares 4,301 $463K 0.03% -415 Timeline CR CRANE COMPANY More: the full row for CRANE COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,437 shares; 2024Q2: 3,405 shares; 2024Q3: 3,271 shares; 2024Q4: 3,277 shares; 2025Q1: 3,007 shares 3,007 $461K 0.03% -270 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 14,192 shares; 2024Q2: 14,072 shares; 2024Q3: 13,521 shares; 2024Q4: 13,541 shares; 2025Q1: 12,339 shares 12,339 $456K 0.03% -1,202 Timeline IAI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,209 shares 3,209 $450K 0.03% new 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,033 shares; 2024Q2: 3,033 shares; 2024Q3: 3,033 shares; 2024Q4: 3,033 shares; 2025Q1: 3,033 shares 3,033 $442K 0.03% 0 Timeline LGND LIGAND PHARMACEUTICALS INC More: the full row for LIGAND PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 5,833 shares; 2024Q3: 4,560 shares; 2024Q4: 4,567 shares; 2025Q1: 4,169 shares 4,169 $438K 0.03% -398 Timeline ONON ON HLDG AG More: the full row for ON HLDG AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 14,380 shares; 2024Q2: 14,244 shares; 2024Q3: 13,689 shares; 2024Q4: 10,856 shares; 2025Q1: 9,911 shares 9,911 $435K 0.03% -945 Timeline AL AIR LEASE CORP More: the full row for AIR LEASE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 10,309 shares; 2024Q2: 10,220 shares; 2024Q3: 9,824 shares; 2024Q4: 9,837 shares; 2025Q1: 8,975 shares 8,975 $434K 0.03% -862 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 4,109 shares; 2024Q2: 4,074 shares; 2024Q3: 3,916 shares; 2024Q4: not reported; 2025Q1: 3,574 shares 3,574 $432K 0.03% new Timeline BURL BURLINGTON STORES INC More: the full row for BURLINGTON STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,227 shares; 2024Q2: 2,825 shares; 2024Q3: 1,981 shares; 2024Q4: 1,984 shares; 2025Q1: 1,805 shares 1,805 $430K 0.03% -179 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 4,381 shares; 2024Q2: 4,381 shares; 2024Q3: 4,681 shares; 2024Q4: 4,681 shares; 2025Q1: 4,681 shares 4,681 $429K 0.03% 0 Timeline WH WYNDHAM HOTELS & RESORTS INC More: the full row for WYNDHAM HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 5,431 shares; 2024Q2: 5,385 shares; 2024Q3: 5,175 shares; 2024Q4: not reported; 2025Q1: 4,731 shares 4,731 $428K 0.03% new Timeline GSHD GOOSEHEAD INS INC More: the full row for GOOSEHEAD INS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 5,610 shares; 2024Q2: 5,557 shares; 2024Q3: 5,339 shares; 2024Q4: 3,963 shares; 2025Q1: 3,617 shares 3,617 $427K 0.03% -346 Timeline GTLS CHART INDS INC More: the full row for CHART INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 4,480 shares; 2024Q2: 4,444 shares; 2024Q3: 4,271 shares; 2024Q4: 3,138 shares; 2025Q1: 2,867 shares 2,867 $414K 0.03% -271 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 9,243 shares; 2024Q2: 8,918 shares; 2024Q3: 8,719 shares; 2024Q4: 8,381 shares; 2025Q1: 7,880 shares 7,880 $413K 0.03% -501 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,735 shares; 2024Q2: 3,735 shares; 2024Q3: 3,735 shares; 2024Q4: 3,735 shares; 2025Q1: 3,735 shares 3,735 $411K 0.03% 0 Timeline SMPL SIMPLY GOOD FOODS CO More: the full row for SIMPLY GOOD FOODS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 13,466 shares; 2024Q2: 13,351 shares; 2024Q3: 12,833 shares; 2024Q4: 12,854 shares; 2025Q1: 11,721 shares 11,721 $404K 0.03% -1,133 Timeline CFLT CONFLUENT INC-CLASS A More: the full row for CONFLUENT INC-CLASS A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 13,228 shares; 2024Q2: 13,104 shares; 2024Q3: 19,946 shares; 2024Q4: 19,627 shares; 2025Q1: 17,189 shares 17,189 $403K 0.03% -2,438 Timeline XLB 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2,236 shares; 2024Q4: 2,392 shares; 2025Q1: 4,613 shares 4,613 $397K 0.03% +2,221 Timeline UHAL-B U HAUL HOLDING COMPANY More: the full row for U HAUL HOLDING COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 7,682 shares; 2024Q2: not reported; 2024Q3: 7,312 shares; 2024Q4: 7,321 shares; 2025Q1: 6,671 shares 6,671 $395K 0.03% -650 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 5,634 shares; 2024Q2: 5,667 shares; 2024Q3: 5,673 shares; 2024Q4: 5,365 shares; 2025Q1: 5,584 shares 5,584 $392K 0.03% +219 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 4,675 shares; 2024Q2: 4,675 shares; 2024Q3: 4,732 shares; 2024Q4: 4,675 shares; 2025Q1: 4,675 shares 4,675 $392K 0.03% 0 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,869 shares; 2024Q2: 2,644 shares; 2024Q3: 2,703 shares; 2024Q4: 2,703 shares; 2025Q1: 2,703 shares 2,703 $391K 0.03% 0 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 6,672 shares; 2024Q2: 6,672 shares; 2024Q3: 6,672 shares; 2024Q4: 6,672 shares; 2025Q1: 6,672 shares 6,672 $378K 0.03% 0 Timeline OPCH OPTION CARE HEALTH INC More: the full row for OPTION CARE HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 11,561 shares; 2024Q4: not reported; 2025Q1: 10,561 shares 10,561 $369K 0.03% new Timeline SKX SKECHERS U S A INC More: the full row for SKECHERS U S A INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 8,610 shares; 2024Q2: 8,534 shares; 2024Q3: 7,020 shares; 2024Q4: 7,033 shares; 2025Q1: 6,416 shares 6,416 $364K 0.03% -617 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 695 shares; 2024Q2: 695 shares; 2024Q3: 695 shares; 2024Q4: not reported; 2025Q1: 695 shares 695 $356K 0.02% new Timeline IOT SAMSARA INC More: the full row for SAMSARA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 9,988 shares; 2024Q2: 9,895 shares; 2024Q3: 9,509 shares; 2024Q4: 9,521 shares; 2025Q1: 8,670 shares 8,670 $332K 0.02% -851 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 8,395 shares; 2024Q2: 8,323 shares; 2024Q3: 5,375 shares; 2024Q4: 5,386 shares; 2025Q1: 5,010 shares 5,010 $325K 0.02% -376 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,734 shares; 2024Q2: 1,719 shares; 2024Q3: 1,418 shares; 2024Q4: 1,422 shares; 2025Q1: 1,276 shares 1,276 $325K 0.02% -146 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,200 shares; 2024Q2: 1,257 shares; 2024Q3: 1,337 shares; 2024Q4: 1,337 shares; 2025Q1: 1,337 shares 1,337 $312K 0.02% 0 Timeline PTC PTC INC More: the full row for PTC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,773 shares; 2024Q2: 2,749 shares; 2024Q3: 2,183 shares; 2024Q4: 2,185 shares; 2025Q1: 2,004 shares 2,004 $311K 0.02% -181 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 673 shares; 2024Q2: 571 shares; 2024Q3: 571 shares; 2024Q4: 571 shares; 2025Q1: 535 shares 535 $308K 0.02% -36 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,955 shares; 2024Q2: 2,934 shares; 2024Q3: 2,927 shares; 2024Q4: 2,884 shares; 2025Q1: 2,749 shares 2,749 $305K 0.02% -135 Timeline FXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 8,650 shares; 2024Q2: 8,682 shares; 2024Q3: 8,693 shares; 2024Q4: 8,333 shares; 2025Q1: 8,504 shares 8,504 $305K 0.02% +171 Timeline TEM TEMPUS AI INC More: the full row for TEMPUS AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 6,794 shares; 2024Q4: 6,670 shares; 2025Q1: 6,202 shares 6,202 $299K 0.02% -468 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 575 shares; 2024Q2: not reported; 2024Q3: 788 shares; 2024Q4: 788 shares; 2025Q1: 788 shares 788 $294K 0.02% 0 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,235 shares; 2024Q2: 1,235 shares; 2024Q3: 1,294 shares; 2024Q4: 1,235 shares; 2025Q1: 1,235 shares 1,235 $293K 0.02% 0 Timeline ECPG ENCORE CAP GROUP INC More: the full row for ENCORE CAP GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 7,543 shares; 2024Q2: 7,478 shares; 2024Q3: 7,184 shares; 2024Q4: 9,754 shares; 2025Q1: 8,556 shares 8,556 $293K 0.02% -1,198 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 5,276 shares; 2024Q2: 3,248 shares; 2024Q3: 3,405 shares; 2024Q4: 3,398 shares; 2025Q1: 2,903 shares 2,903 $287K 0.02% -495 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 612 shares; 2024Q2: 612 shares; 2024Q3: 612 shares; 2024Q4: 612 shares; 2025Q1: 638 shares 638 $285K 0.02% +26 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 7,886 shares; 2024Q2: 7,886 shares; 2024Q3: 7,886 shares; 2024Q4: 7,886 shares; 2025Q1: 7,886 shares 7,886 $285K 0.02% 0 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,930 shares; 2024Q2: not reported; 2024Q3: 1,930 shares; 2024Q4: 1,930 shares; 2025Q1: 1,930 shares 1,930 $283K 0.02% 0 Timeline DAR DARLING INGREDIENTS INC More: the full row for DARLING INGREDIENTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 7,063 shares; 2024Q2: 7,003 shares; 2024Q3: 6,732 shares; 2024Q4: 8,631 shares; 2025Q1: 8,636 shares 8,636 $270K 0.02% +5 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 204 shares; 2025Q1: 204 shares 204 $270K 0.02% 0 Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 7,397 shares; 2024Q4: 4,921 shares; 2025Q1: 4,490 shares 4,490 $268K 0.02% -431 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,769 shares; 2024Q2: 1,843 shares; 2024Q3: 1,924 shares; 2024Q4: 1,360 shares; 2025Q1: 1,000 shares 1,000 $268K 0.02% -360 Timeline COLD AMERICOLD REALTY TRUST INC More: the full row for AMERICOLD REALTY TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 14,285 shares; 2024Q2: 14,159 shares; 2024Q3: 13,603 shares; 2024Q4: 11,295 shares; 2025Q1: 11,913 shares 11,913 $256K 0.02% +618 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,140 shares; 2024Q2: not reported; 2024Q3: 3,140 shares; 2024Q4: 3,140 shares; 2025Q1: 3,140 shares 3,140 $254K 0.02% 0 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 800 shares; 2024Q2: 19,640 shares; 2024Q3: 27,173 shares; 2024Q4: 17,258 shares; 2025Q1: 813 shares 813 $253K 0.02% -16,445 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,519 shares; 2024Q2: 1,246 shares; 2024Q3: 1,299 shares; 2024Q4: 1,293 shares; 2025Q1: 941 shares 941 $253K 0.02% -352 Timeline FTA FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,263 shares; 2024Q2: 3,263 shares; 2024Q3: 3,263 shares; 2024Q4: 3,263 shares; 2025Q1: 3,263 shares 3,263 $250K 0.02% 0 Timeline ZETA ZETA GLOBAL HOLDINGS CORP More: the full row for ZETA GLOBAL HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 19,715 shares; 2025Q1: 18,301 shares 18,301 $248K 0.02% -1,414 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 44,133 shares; 2024Q2: 42,673 shares; 2024Q3: 42,275 shares; 2024Q4: 40,905 shares; 2025Q1: 991 shares 991 $240K 0.02% -39,914 Timeline NWBI NORTHWEST BANCSHARES INC More: the full row for NORTHWEST BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 19,845 shares; 2024Q2: 19,845 shares; 2024Q3: 19,845 shares; 2024Q4: 19,845 shares; 2025Q1: 19,845 shares 19,845 $239K 0.02% 0 Timeline TENB TENABLE HLDGS INC More: the full row for TENABLE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 5,691 shares; 2024Q2: 5,637 shares; 2024Q3: 7,551 shares; 2024Q4: 7,218 shares; 2025Q1: 6,623 shares 6,623 $232K 0.02% -595 Timeline CCC CCC INTELLIGENT SOLUTIONS HL More: the full row for CCC INTELLIGENT SOLUTIONS HL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 29,018 shares; 2024Q4: 29,075 shares; 2025Q1: 25,472 shares 25,472 $230K 0.02% -3,603 Timeline VOYA VOYA FINANCIAL INC More: the full row for VOYA FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,908 shares; 2024Q2: 3,871 shares; 2024Q3: 3,719 shares; 2024Q4: 3,724 shares; 2025Q1: 3,396 shares 3,396 $230K 0.02% -328 Timeline QTRX QUANTERIX CORP More: the full row for QUANTERIX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 11,001 shares; 2024Q2: 17,623 shares; 2024Q3: 23,553 shares; 2024Q4: 33,192 shares; 2025Q1: 35,120 shares 35,120 $229K 0.02% +1,928 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,049 shares 8,049 $228K 0.02% new Timeline HCM HUTCHMED CHINA LTD More: the full row for HUTCHMED CHINA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 17,145 shares; 2024Q2: 16,988 shares; 2024Q3: 16,329 shares; 2024Q4: 15,388 shares; 2025Q1: 14,898 shares 14,898 $224K 0.02% -490 Timeline TNC TENNANT CO More: the full row for TENNANT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,220 shares; 2024Q2: 3,194 shares; 2024Q3: 3,069 shares; 2024Q4: 3,074 shares; 2025Q1: 2,800 shares 2,800 $223K 0.02% -274 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 6,718 shares; 2024Q2: 3,272 shares; 2024Q3: 3,417 shares; 2024Q4: 3,400 shares; 2025Q1: 2,492 shares 2,492 $217K 0.01% -908 Timeline VLRS CONTROLADORA VUELA COMP DE A More: the full row for CONTROLADORA VUELA COMP DE A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 47,766 shares; 2024Q2: 47,366 shares; 2024Q3: 45,528 shares; 2024Q4: 45,592 shares; 2025Q1: 41,575 shares 41,575 $217K 0.01% -4,017 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,834 shares; 2024Q2: 1,834 shares; 2024Q3: 1,834 shares; 2024Q4: 1,834 shares; 2025Q1: 1,834 shares 1,834 $215K 0.01% 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 569 shares; 2024Q3: 569 shares; 2024Q4: 569 shares; 2025Q1: 569 shares 569 $211K 0.01% 0 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2,041 shares; 2024Q4: 2,041 shares; 2025Q1: 1,477 shares 1,477 $209K 0.01% -564 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 6,279 shares; 2024Q2: 6,284 shares; 2024Q3: 6,048 shares; 2024Q4: not reported; 2025Q1: 5,542 shares 5,542 $207K 0.01% new Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,242 shares 3,242 $204K 0.01% new Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 13,486 shares; 2024Q2: 13,486 shares; 2024Q3: 13,486 shares; 2024Q4: 13,486 shares; 2025Q1: 13,486 shares 13,486 $202K 0.01% 0 Timeline QXO QXO INC More: the full row for QXO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 16,038 shares; 2025Q1: 14,025 shares 14,025 $190K 0.01% -2,013 Timeline