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: 766,765 shares; 2024Q4: 1,017,793 shares; 2025Q1: 1,049,898 shares; 2025Q2: 1,076,986 shares; 2025Q3: 1,245,615 shares; 2025Q4: 1,245,586 shares 1,245,586 $853M 31.93% -29 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 505,972 shares; 2024Q4: 435,911 shares; 2025Q1: 372,080 shares; 2025Q2: 392,067 shares; 2025Q3: 428,413 shares; 2025Q4: 409,922 shares 409,922 $194M 7.26% -18,491 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: 1,386,513 shares; 2024Q4: 1,510,144 shares; 2025Q1: 1,477,876 shares; 2025Q2: 1,469,951 shares; 2025Q3: 1,611,347 shares; 2025Q4: 1,811,291 shares 1,811,291 $162M 6.07% +199,944 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,733,895 shares; 2024Q4: 1,662,671 shares; 2025Q1: 1,712,968 shares; 2025Q2: 1,740,907 shares; 2025Q3: 2,045,865 shares; 2025Q4: 2,017,792 shares 2,017,792 $120M 4.48% -28,073 Timeline JOUT JOHNSON OUTDOORS INC More: the full row for JOHNSON OUTDOORS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,718,635 shares; 2024Q4: 1,700,195 shares; 2025Q1: 1,700,195 shares; 2025Q2: 1,700,195 shares; 2025Q3: 1,700,195 shares; 2025Q4: 1,700,195 shares 1,700,195 $72.2M 2.7% 0 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,272,704 shares; 2024Q4: 605,888 shares; 2025Q1: 559,260 shares; 2025Q2: 551,610 shares; 2025Q3: 593,389 shares; 2025Q4: 594,344 shares 594,344 $70.9M 2.66% +955 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: 204,685 shares; 2024Q4: 204,458 shares; 2025Q1: 200,534 shares; 2025Q2: 208,758 shares; 2025Q3: 223,820 shares; 2025Q4: 212,205 shares 212,205 $57.7M 2.16% -11,615 Timeline ACWX 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: 871,345 shares; 2024Q4: 649,185 shares; 2025Q1: 625,222 shares; 2025Q2: 639,512 shares; 2025Q3: 729,551 shares; 2025Q4: 718,986 shares 718,986 $48.3M 1.81% -10,565 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: 91,371 shares; 2024Q4: 87,739 shares; 2025Q1: 100,479 shares; 2025Q2: 100,799 shares; 2025Q3: 104,131 shares; 2025Q4: 97,514 shares 97,514 $47.2M 1.77% -6,617 Timeline IXUS 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: 590,574 shares; 2024Q4: 512,603 shares; 2025Q1: 486,145 shares; 2025Q2: 457,941 shares; 2025Q3: 498,358 shares; 2025Q4: 485,529 shares 485,529 $41.1M 1.54% -12,829 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: 62,790 shares; 2024Q4: 58,027 shares; 2025Q1: 54,707 shares; 2025Q2: 55,296 shares; 2025Q3: 57,226 shares; 2025Q4: 58,745 shares 58,745 $40.2M 1.5% +1,519 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: 573,791 shares; 2024Q4: 389,292 shares; 2025Q1: 482,219 shares; 2025Q2: 460,810 shares; 2025Q3: 516,762 shares; 2025Q4: 480,929 shares 480,929 $32.3M 1.21% -35,833 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: 128,506 shares; 2024Q4: 127,827 shares; 2025Q1: 132,688 shares; 2025Q2: 132,620 shares; 2025Q3: 151,071 shares; 2025Q4: 168,082 shares 168,082 $31.3M 1.17% +17,011 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: 124,237 shares; 2024Q4: 110,976 shares; 2025Q1: 108,227 shares; 2025Q2: 108,382 shares; 2025Q3: 105,043 shares; 2025Q4: 94,719 shares 94,719 $29.7M 1.11% -10,324 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: 412,717 shares; 2024Q4: 343,541 shares; 2025Q1: 362,897 shares; 2025Q2: 408,777 shares; 2025Q3: 416,066 shares; 2025Q4: 431,722 shares 431,722 $28.5M 1.07% +15,656 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 393,405 shares; 2024Q4: 272,899 shares; 2025Q1: 353,180 shares; 2025Q2: 424,068 shares; 2025Q3: 477,932 shares; 2025Q4: 532,617 shares 532,617 $25.3M 0.95% +54,685 Timeline ISTB 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: 399,542 shares; 2024Q4: 333,444 shares; 2025Q1: 341,608 shares; 2025Q2: 409,777 shares; 2025Q3: 460,948 shares; 2025Q4: 516,266 shares 516,266 $25.2M 0.94% +55,318 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 285,670 shares; 2024Q4: 184,128 shares; 2025Q1: 187,324 shares; 2025Q2: 200,741 shares; 2025Q3: 223,784 shares; 2025Q4: 233,937 shares 233,937 $22.3M 0.83% +10,153 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: 54,110 shares; 2024Q4: 51,271 shares; 2025Q1: 52,077 shares; 2025Q2: 51,233 shares; 2025Q3: 52,706 shares; 2025Q4: 53,794 shares 53,794 $20.1M 0.75% +1,088 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: 44,372 shares; 2024Q4: 44,549 shares; 2025Q1: 43,670 shares; 2025Q2: 54,710 shares; 2025Q3: 56,397 shares; 2025Q4: 56,214 shares 56,214 $18.8M 0.71% -183 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: 30,295 shares; 2024Q4: 29,097 shares; 2025Q1: 30,409 shares; 2025Q2: 30,307 shares; 2025Q3: 31,766 shares; 2025Q4: 31,804 shares 31,804 $16M 0.6% +38 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: 20,206 shares; 2024Q4: 20,006 shares; 2025Q1: 20,599 shares; 2025Q2: 21,428 shares; 2025Q3: 22,197 shares; 2025Q4: 22,172 shares 22,172 $14.6M 0.55% -25 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: 52,014 shares; 2024Q4: 52,808 shares; 2025Q1: 57,132 shares; 2025Q2: 56,025 shares; 2025Q3: 61,421 shares; 2025Q4: 61,633 shares 61,633 $14.2M 0.53% +212 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: 100,465 shares; 2024Q4: 113,137 shares; 2025Q1: 116,332 shares; 2025Q2: 118,548 shares; 2025Q3: 115,980 shares; 2025Q4: 113,030 shares 113,030 $13.6M 0.51% -2,950 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: 154,873 shares; 2024Q4: 53,940 shares; 2025Q1: 52,662 shares; 2025Q2: 70,926 shares; 2025Q3: 64,740 shares; 2025Q4: 64,295 shares 64,295 $13.5M 0.51% -445 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: 61,445 shares; 2024Q4: 58,736 shares; 2025Q1: 61,323 shares; 2025Q2: 62,672 shares; 2025Q3: 62,436 shares; 2025Q4: 59,440 shares 59,440 $12.3M 0.46% -2,996 Timeline DSI 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: 53,226 shares; 2024Q4: 54,563 shares; 2025Q1: 56,831 shares; 2025Q2: 59,117 shares; 2025Q3: 54,328 shares; 2025Q4: 95,412 shares 95,412 $12.3M 0.46% +41,084 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: 63,902 shares; 2024Q4: 58,751 shares; 2025Q1: 55,768 shares; 2025Q2: 59,244 shares; 2025Q3: 53,954 shares; 2025Q4: 36,575 shares 36,575 $11.8M 0.44% -17,379 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: 34,055 shares; 2024Q4: 30,823 shares; 2025Q1: 30,147 shares; 2025Q2: 30,525 shares; 2025Q3: 33,045 shares; 2025Q4: 31,821 shares 31,821 $11.2M 0.42% -1,224 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: 36,513 shares; 2024Q4: 35,330 shares; 2025Q1: 33,568 shares; 2025Q2: 37,310 shares; 2025Q3: 41,305 shares; 2025Q4: 31,522 shares 31,522 $10.9M 0.41% -9,783 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 144,448 shares; 2024Q4: 141,269 shares; 2025Q1: 137,894 shares; 2025Q2: 126,729 shares; 2025Q3: 123,966 shares; 2025Q4: 119,909 shares 119,909 $10.6M 0.4% -4,057 Timeline GVI 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: 210,202 shares; 2024Q4: 130,056 shares; 2025Q1: 115,305 shares; 2025Q2: 104,847 shares; 2025Q3: 107,914 shares; 2025Q4: 96,559 shares 96,559 $10.4M 0.39% -11,355 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: 1,152 shares; 2024Q4: 1,152 shares; 2025Q1: 712 shares; 2025Q2: 104,169 shares; 2025Q3: 83,042 shares; 2025Q4: 71,502 shares 71,502 $10.3M 0.38% -11,540 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: 33,629 shares; 2024Q4: 28,029 shares; 2025Q1: 28,167 shares; 2025Q2: 28,066 shares; 2025Q3: 31,723 shares; 2025Q4: 32,212 shares 32,212 $10.1M 0.38% +489 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: 59,524 shares; 2025Q1: 58,523 shares; 2025Q2: 61,549 shares; 2025Q3: 62,792 shares; 2025Q4: 56,450 shares 56,450 $9.68M 0.36% -6,342 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 154,022 shares; 2024Q4: 168,666 shares; 2025Q1: 171,168 shares; 2025Q2: 174,456 shares; 2025Q3: 162,571 shares; 2025Q4: 161,549 shares 161,549 $9.48M 0.35% -1,022 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 338,725 shares; 2024Q4: 98,065 shares; 2025Q1: 70,361 shares; 2025Q2: 92,234 shares; 2025Q3: 129,427 shares; 2025Q4: 130,357 shares 130,357 $9.31M 0.35% +930 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: 61,687 shares; 2024Q4: 76,066 shares; 2025Q1: 76,684 shares; 2025Q2: 82,564 shares; 2025Q3: 77,521 shares; 2025Q4: 64,826 shares 64,826 $9.29M 0.35% -12,695 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 376 shares; 2024Q4: 5 shares; 2025Q1: not reported; 2025Q2: 56 shares; 2025Q3: 21,233 shares; 2025Q4: 17,413 shares 17,413 $8.9M 0.33% -3,820 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: 132,025 shares; 2024Q4: 123,242 shares; 2025Q1: 127,848 shares; 2025Q2: 136,575 shares; 2025Q3: 132,963 shares; 2025Q4: 115,163 shares 115,163 $8.87M 0.33% -17,800 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,806 shares; 2024Q4: 2,916 shares; 2025Q1: 2,695 shares; 2025Q2: 608 shares; 2025Q3: 25,332 shares; 2025Q4: 25,265 shares 25,265 $8.71M 0.33% -67 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: 37,931 shares; 2024Q4: 40,889 shares; 2025Q1: 41,271 shares; 2025Q2: 45,066 shares; 2025Q3: 44,301 shares; 2025Q4: 37,181 shares 37,181 $8.5M 0.32% -7,120 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: 14,999 shares; 2024Q4: 13,714 shares; 2025Q1: 14,184 shares; 2025Q2: 13,321 shares; 2025Q3: 14,489 shares; 2025Q4: 13,986 shares 13,986 $8.01M 0.3% -503 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: 8,438 shares; 2024Q4: 7,287 shares; 2025Q1: 6,707 shares; 2025Q2: 6,995 shares; 2025Q3: 7,676 shares; 2025Q4: 7,418 shares 7,418 $7.97M 0.3% -258 Timeline JPST 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: 123,078 shares; 2024Q4: 105,413 shares; 2025Q1: 106,917 shares; 2025Q2: 118,759 shares; 2025Q3: 136,290 shares; 2025Q4: 152,552 shares 152,552 $7.74M 0.29% +16,262 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: 49,701 shares; 2024Q4: 43,836 shares; 2025Q1: 48,377 shares; 2025Q2: 54,941 shares; 2025Q3: 58,764 shares; 2025Q4: 56,289 shares 56,289 $7.05M 0.26% -2,475 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,193 shares; 2024Q4: 48,958 shares; 2025Q1: 49,919 shares; 2025Q2: 47,902 shares; 2025Q3: 58,202 shares; 2025Q4: 49,517 shares 49,517 $6.7M 0.25% -8,685 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: 60,794 shares; 2024Q4: 135,741 shares; 2025Q1: 84,452 shares; 2025Q2: 66,487 shares; 2025Q3: 65,178 shares; 2025Q4: 67,023 shares 67,023 $6.69M 0.25% +1,845 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,479 shares; 2024Q4: 29,369 shares; 2025Q1: 29,288 shares; 2025Q2: 30,348 shares; 2025Q3: 30,371 shares; 2025Q4: 29,226 shares 29,226 $6.66M 0.25% -1,145 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,048 shares; 2024Q4: 12,587 shares; 2025Q1: 12,747 shares; 2025Q2: 12,905 shares; 2025Q3: 12,951 shares; 2025Q4: 13,394 shares 13,394 $6.48M 0.24% +443 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: 60,171 shares; 2024Q4: 38,449 shares; 2025Q1: 33,166 shares; 2025Q2: 35,788 shares; 2025Q3: 46,403 shares; 2025Q4: 46,446 shares 46,446 $6.36M 0.24% +43 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: 102,453 shares; 2024Q4: 40,133 shares; 2025Q1: 41,046 shares; 2025Q2: 58,508 shares; 2025Q3: 52,378 shares; 2025Q4: 52,552 shares 52,552 $6.32M 0.24% +174 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,541 shares; 2024Q4: 76,271 shares; 2025Q1: 88,794 shares; 2025Q2: 80,294 shares; 2025Q3: 78,036 shares; 2025Q4: 74,451 shares 74,451 $6.05M 0.23% -3,585 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,351 shares; 2024Q4: 23,572 shares; 2025Q1: 22,560 shares; 2025Q2: 22,755 shares; 2025Q3: 57,930 shares; 2025Q4: 53,062 shares 53,062 $6.04M 0.23% -4,868 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,564 shares; 2024Q4: 39,614 shares; 2025Q1: 39,798 shares; 2025Q2: 39,699 shares; 2025Q3: 39,268 shares; 2025Q4: 40,141 shares 40,141 $5.98M 0.22% +873 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: 67,211 shares; 2024Q4: 65,667 shares; 2025Q1: 65,144 shares; 2025Q2: 64,202 shares; 2025Q3: 56,364 shares; 2025Q4: 60,736 shares 60,736 $5.83M 0.22% +4,372 Timeline IGF 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: 96,088 shares; 2024Q4: 96,724 shares; 2025Q1: 88,997 shares; 2025Q2: 88,276 shares; 2025Q3: 85,646 shares; 2025Q4: 94,648 shares 94,648 $5.81M 0.22% +9,002 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,372 shares; 2024Q4: 3,961 shares; 2025Q1: 5,381 shares; 2025Q2: 35,560 shares; 2025Q3: 30,516 shares; 2025Q4: 30,768 shares 30,768 $5.46M 0.2% +252 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,085 shares; 2024Q4: 22,669 shares; 2025Q1: 22,953 shares; 2025Q2: 20,992 shares; 2025Q3: 22,530 shares; 2025Q4: 20,279 shares 20,279 $5.44M 0.2% -2,251 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: 114,035 shares; 2024Q4: 109,747 shares; 2025Q1: 124,836 shares; 2025Q2: 126,367 shares; 2025Q3: 112,824 shares; 2025Q4: 133,213 shares 133,213 $5.43M 0.2% +20,389 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,225 shares; 2024Q4: 52,152 shares; 2025Q1: 50,460 shares; 2025Q2: 53,134 shares; 2025Q3: 62,076 shares; 2025Q4: 55,609 shares 55,609 $5.35M 0.2% -6,467 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: 83,849 shares; 2024Q4: 79,684 shares; 2025Q1: 79,083 shares; 2025Q2: 77,562 shares; 2025Q3: 67,612 shares; 2025Q4: 47,710 shares 47,710 $5.32M 0.2% -19,902 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 123 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,139 shares; 2025Q3: 12,087 shares; 2025Q4: 14,727 shares 14,727 $5.16M 0.19% +2,640 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: 78,075 shares; 2024Q4: 76,490 shares; 2025Q1: 74,337 shares; 2025Q2: 107,490 shares; 2025Q3: 96,967 shares; 2025Q4: 95,937 shares 95,937 $5.16M 0.19% -1,030 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,533 shares; 2024Q4: 18,639 shares; 2025Q1: 20,133 shares; 2025Q2: 19,083 shares; 2025Q3: 19,852 shares; 2025Q4: 21,165 shares 21,165 $5.13M 0.19% +1,313 Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 749,478 shares; 2024Q4: 733,302 shares; 2025Q1: 637,727 shares; 2025Q2: 499,857 shares; 2025Q3: 430,540 shares; 2025Q4: 398,390 shares 398,390 $5.09M 0.19% -32,150 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,994 shares; 2024Q4: 33,686 shares; 2025Q1: 35,214 shares; 2025Q2: 33,687 shares; 2025Q3: 34,184 shares; 2025Q4: 34,620 shares 34,620 $4.99M 0.19% +436 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: 18,969 shares; 2024Q4: 20,041 shares; 2025Q1: 19,753 shares; 2025Q2: 17,858 shares; 2025Q3: 15,725 shares; 2025Q4: 15,879 shares 15,879 $4.85M 0.18% +154 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: 19,461 shares; 2024Q4: 18,700 shares; 2025Q1: 18,737 shares; 2025Q2: 17,299 shares; 2025Q3: 12,592 shares; 2025Q4: 14,700 shares 14,700 $4.85M 0.18% +2,108 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: 14,451 shares; 2024Q4: 10,525 shares; 2025Q1: 18,251 shares; 2025Q2: 14,384 shares; 2025Q3: 14,771 shares; 2025Q4: 14,076 shares 14,076 $4.84M 0.18% -695 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 112,582 shares; 2024Q4: 121,648 shares; 2025Q1: 117,874 shares; 2025Q2: 113,525 shares; 2025Q3: 114,730 shares; 2025Q4: 111,010 shares 111,010 $4.84M 0.18% -3,720 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: 266,021 shares; 2024Q4: 214,702 shares; 2025Q1: 177,333 shares; 2025Q2: 72,532 shares; 2025Q3: 45,767 shares; 2025Q4: 45,119 shares 45,119 $4.83M 0.18% -648 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: 8,675 shares; 2024Q4: 9,237 shares; 2025Q1: 9,615 shares; 2025Q2: 10,438 shares; 2025Q3: 14,480 shares; 2025Q4: 13,107 shares 13,107 $4.59M 0.17% -1,373 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,391 shares; 2024Q4: 23,497 shares; 2025Q1: 22,459 shares; 2025Q2: 23,138 shares; 2025Q3: 20,990 shares; 2025Q4: 21,222 shares 21,222 $4.3M 0.16% +232 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 553 shares; 2024Q4: 516 shares; 2025Q1: 516 shares; 2025Q2: 21,275 shares; 2025Q3: 17,754 shares; 2025Q4: 16,620 shares 16,620 $4.29M 0.16% -1,134 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,419 shares; 2024Q4: 5,793 shares; 2025Q1: 5,626 shares; 2025Q2: 5,505 shares; 2025Q3: 14,130 shares; 2025Q4: 15,738 shares 15,738 $4.04M 0.15% +1,608 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,626 shares; 2024Q4: 33,417 shares; 2025Q1: 34,587 shares; 2025Q2: 26,702 shares; 2025Q3: 33,609 shares; 2025Q4: 36,398 shares 36,398 $4.03M 0.15% +2,789 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,542 shares; 2024Q4: 46,239 shares; 2025Q1: 44,809 shares; 2025Q2: 43,987 shares; 2025Q3: 44,813 shares; 2025Q4: 49,593 shares 49,593 $3.94M 0.15% +4,780 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,883 shares; 2024Q4: 69,334 shares; 2025Q1: 73,089 shares; 2025Q2: 70,728 shares; 2025Q3: 72,002 shares; 2025Q4: 71,761 shares 71,761 $3.87M 0.14% -241 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: 43,680 shares; 2024Q4: 31,665 shares; 2025Q1: 32,744 shares; 2025Q2: 34,437 shares; 2025Q3: 42,332 shares; 2025Q4: 41,295 shares 41,295 $3.85M 0.14% -1,037 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: 21,597 shares; 2024Q4: 26,315 shares; 2025Q1: 27,049 shares; 2025Q2: 21,436 shares; 2025Q3: 24,868 shares; 2025Q4: 24,622 shares 24,622 $3.75M 0.14% -246 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,950 shares; 2024Q4: 41,333 shares; 2025Q1: 42,712 shares; 2025Q2: 25,366 shares; 2025Q3: 27,010 shares; 2025Q4: 34,910 shares 34,910 $3.57M 0.13% +7,900 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,702 shares; 2024Q4: 31,729 shares; 2025Q1: 16,736 shares; 2025Q2: 15,443 shares; 2025Q3: 16,752 shares; 2025Q4: 16,204 shares 16,204 $3.56M 0.13% -548 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: 90,058 shares; 2024Q4: 58,431 shares; 2025Q1: 86,494 shares; 2025Q2: 121,497 shares; 2025Q3: 118,145 shares; 2025Q4: 138,314 shares 138,314 $3.44M 0.13% +20,169 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: 22,543 shares; 2024Q4: 28,090 shares; 2025Q1: 28,439 shares; 2025Q2: 26,255 shares; 2025Q3: 27,919 shares; 2025Q4: 23,736 shares 23,736 $3.44M 0.13% -4,183 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 268 shares; 2024Q4: 6,988 shares; 2025Q1: 8,232 shares; 2025Q2: 8,269 shares; 2025Q3: 8,263 shares; 2025Q4: 8,004 shares 8,004 $3.41M 0.13% -259 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,050 shares; 2024Q4: 37,214 shares; 2025Q1: 34,601 shares; 2025Q2: 35,602 shares; 2025Q3: 48,171 shares; 2025Q4: 31,778 shares 31,778 $3.35M 0.13% -16,393 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 369 shares; 2025Q2: 71 shares; 2025Q3: not reported; 2025Q4: 70,906 shares 70,906 $3.3M 0.12% new Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,004 shares; 2024Q4: 9,821 shares; 2025Q1: 9,722 shares; 2025Q2: 10,334 shares; 2025Q3: 10,529 shares; 2025Q4: 10,460 shares 10,460 $3.27M 0.12% -69 Timeline NUDM NUSHARES ETF TR More: the full row for NUSHARES 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: not reported; 2025Q4: 88,565 shares 88,565 $3.21M 0.12% new 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: 2,720 shares; 2024Q4: 2,592 shares; 2025Q1: 2,659 shares; 2025Q2: 38,123 shares; 2025Q3: 35,139 shares; 2025Q4: 34,922 shares 34,922 $3.19M 0.12% -217 Timeline USMV 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: 33,392 shares; 2024Q4: 32,394 shares; 2025Q1: 31,321 shares; 2025Q2: 30,433 shares; 2025Q3: 33,885 shares; 2025Q4: 33,608 shares 33,608 $3.16M 0.12% -277 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: 1,314 shares; 2024Q4: 693 shares; 2025Q1: 708 shares; 2025Q2: 716 shares; 2025Q3: 3,851 shares; 2025Q4: 32,927 shares 32,927 $3.09M 0.12% +29,076 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,065 shares; 2024Q4: 3,337 shares; 2025Q1: 5,135 shares; 2025Q2: 3,635 shares; 2025Q3: 28,409 shares; 2025Q4: 30,393 shares 30,393 $3.03M 0.11% +1,984 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: 10,911 shares; 2024Q4: 11,122 shares; 2025Q1: 11,006 shares; 2025Q2: 10,862 shares; 2025Q3: 10,489 shares; 2025Q4: 20,956 shares 20,956 $3.02M 0.11% +10,467 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: 15,830 shares; 2024Q4: 11,260 shares; 2025Q1: 11,060 shares; 2025Q2: 16,230 shares; 2025Q3: 16,018 shares; 2025Q4: 15,770 shares 15,770 $3.01M 0.11% -248 Timeline XRNPX COHEN & STEERS REIT & PFD & More: the full row for COHEN & STEERS REIT & PFD & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 180,213 shares; 2024Q4: 164,770 shares; 2025Q1: 159,385 shares; 2025Q2: 155,793 shares; 2025Q3: 155,793 shares; 2025Q4: 151,059 shares 151,059 $3M 0.11% -4,734 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,648 shares; 2024Q4: 5,013 shares; 2025Q1: 4,608 shares; 2025Q2: 4,532 shares; 2025Q3: 4,516 shares; 2025Q4: 4,916 shares 4,916 $2.98M 0.11% +400 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: 12,101 shares; 2024Q4: 9,472 shares; 2025Q1: 8,641 shares; 2025Q2: 7,655 shares; 2025Q3: 8,012 shares; 2025Q4: 8,797 shares 8,797 $2.88M 0.11% +785 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: 2,767 shares; 2024Q4: 2,769 shares; 2025Q1: 2,590 shares; 2025Q2: 3,196 shares; 2025Q3: 3,417 shares; 2025Q4: 3,262 shares 3,262 $2.81M 0.11% -155 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: 33,147 shares; 2024Q4: 30,562 shares; 2025Q1: 32,412 shares; 2025Q2: 38,727 shares; 2025Q3: 38,709 shares; 2025Q4: 25,859 shares 25,859 $2.74M 0.1% -12,850 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: 18,566 shares; 2024Q4: 14,969 shares; 2025Q1: 16,120 shares; 2025Q2: 14,832 shares; 2025Q3: 17,792 shares; 2025Q4: 17,046 shares 17,046 $2.74M 0.1% -746 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: 8,591 shares; 2024Q4: 9,294 shares; 2025Q1: 10,195 shares; 2025Q2: 10,618 shares; 2025Q3: 11,304 shares; 2025Q4: 11,077 shares 11,077 $2.73M 0.1% -227 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,647 shares; 2024Q4: 22,915 shares; 2025Q1: 23,548 shares; 2025Q2: 21,725 shares; 2025Q3: 26,765 shares; 2025Q4: 25,538 shares 25,538 $2.68M 0.1% -1,227 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: 3,489 shares; 2024Q4: 3,607 shares; 2025Q1: 2,739 shares; 2025Q2: 3,424 shares; 2025Q3: 4,367 shares; 2025Q4: 4,247 shares 4,247 $2.66M 0.1% -120 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: 6,242 shares; 2024Q4: 5,199 shares; 2025Q1: 14,051 shares; 2025Q2: 14,271 shares; 2025Q3: 16,469 shares; 2025Q4: 13,528 shares 13,528 $2.64M 0.1% -2,941 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,292 shares; 2024Q4: 12,171 shares; 2025Q1: 12,207 shares; 2025Q2: 12,797 shares; 2025Q3: 12,455 shares; 2025Q4: 12,249 shares 12,249 $2.56M 0.1% -206 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,813 shares; 2024Q4: 2,653 shares; 2025Q1: 2,951 shares; 2025Q2: 3,278 shares; 2025Q3: 3,146 shares; 2025Q4: 3,217 shares 3,217 $2.48M 0.09% +71 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 103,987 shares; 2024Q4: 125,780 shares; 2025Q1: 130,505 shares; 2025Q2: 127,919 shares; 2025Q3: 115,152 shares; 2025Q4: 99,567 shares 99,567 $2.47M 0.09% -15,585 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19,716 shares; 2025Q1: 22,421 shares; 2025Q2: 27,880 shares; 2025Q3: 24,681 shares; 2025Q4: 33,162 shares 33,162 $2.4M 0.09% +8,481 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: 12,500 shares; 2024Q4: 10,033 shares; 2025Q1: 10,173 shares; 2025Q2: 9,974 shares; 2025Q3: 11,605 shares; 2025Q4: 12,044 shares 12,044 $2.35M 0.09% +439 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 123 shares; 2024Q4: 123 shares; 2025Q1: 123 shares; 2025Q2: 123 shares; 2025Q3: 144 shares; 2025Q4: 13,007 shares 13,007 $2.35M 0.09% +12,863 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,004 shares; 2024Q4: 2,692 shares; 2025Q1: 2,836 shares; 2025Q2: 2,918 shares; 2025Q3: 5,640 shares; 2025Q4: 4,091 shares 4,091 $2.34M 0.09% -1,549 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,122 shares; 2024Q4: 3,446 shares; 2025Q1: 3,446 shares; 2025Q2: 1,632 shares; 2025Q3: 2,092 shares; 2025Q4: 20,071 shares 20,071 $2.31M 0.09% +17,979 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,368 shares; 2024Q4: 9,935 shares; 2025Q1: 8,971 shares; 2025Q2: 9,171 shares; 2025Q3: 8,925 shares; 2025Q4: 8,722 shares 8,722 $2.26M 0.08% -203 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,347 shares; 2024Q4: 18,550 shares; 2025Q1: 18,406 shares; 2025Q2: 22,645 shares; 2025Q3: 18,790 shares; 2025Q4: 18,346 shares 18,346 $2.25M 0.08% -444 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,497 shares; 2024Q4: 8,355 shares; 2025Q1: 8,299 shares; 2025Q2: 8,088 shares; 2025Q3: 7,194 shares; 2025Q4: 7,153 shares 7,153 $2.24M 0.08% -41 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,024 shares; 2024Q4: 28,364 shares; 2025Q1: 32,914 shares; 2025Q2: 30,874 shares; 2025Q3: 23,621 shares; 2025Q4: 22,375 shares 22,375 $2.16M 0.08% -1,246 Timeline FFIV F5 INC More: the full row for F5 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,173 shares; 2024Q4: 7,809 shares; 2025Q1: 7,185 shares; 2025Q2: 8,471 shares; 2025Q3: 8,084 shares; 2025Q4: 8,469 shares 8,469 $2.16M 0.08% +385 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: 38,938 shares; 2024Q4: 13,113 shares; 2025Q1: 14,901 shares; 2025Q2: 10,968 shares; 2025Q3: 16,578 shares; 2025Q4: 12,269 shares 12,269 $2.13M 0.08% -4,309 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,463 shares; 2024Q4: 4,119 shares; 2025Q1: 13,407 shares; 2025Q2: 13,441 shares; 2025Q3: 11,948 shares; 2025Q4: 11,902 shares 11,902 $1.91M 0.07% -46 Timeline CATH GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,030 shares; 2024Q4: 23,030 shares; 2025Q1: 23,030 shares; 2025Q2: 23,030 shares; 2025Q3: 23,030 shares; 2025Q4: 23,030 shares 23,030 $1.9M 0.07% 0 Timeline DVY 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: 5,003 shares; 2024Q4: 5,477 shares; 2025Q1: 5,577 shares; 2025Q2: 12,287 shares; 2025Q3: 11,753 shares; 2025Q4: 13,453 shares 13,453 $1.9M 0.07% +1,700 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,779 shares; 2025Q4: 3,197 shares 3,197 $1.86M 0.07% -582 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,742 shares; 2024Q4: 3,977 shares; 2025Q1: 9,795 shares; 2025Q2: 11,008 shares; 2025Q3: 12,407 shares; 2025Q4: 11,408 shares 11,408 $1.85M 0.07% -999 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: 1,818 shares; 2024Q4: 2,732 shares; 2025Q1: 2,999 shares; 2025Q2: 2,963 shares; 2025Q3: 2,913 shares; 2025Q4: 2,970 shares 2,970 $1.82M 0.07% +57 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,828 shares; 2024Q4: 61,122 shares; 2025Q1: 65,609 shares; 2025Q2: 78,084 shares; 2025Q3: 75,717 shares; 2025Q4: 63,246 shares 63,246 $1.81M 0.07% -12,471 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,709 shares; 2024Q4: 24,282 shares; 2025Q1: 24,214 shares; 2025Q2: 12,190 shares; 2025Q3: 11,580 shares; 2025Q4: 8,742 shares 8,742 $1.78M 0.07% -2,838 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,412 shares; 2024Q4: 7,970 shares; 2025Q1: 8,514 shares; 2025Q2: 8,900 shares; 2025Q3: 7,868 shares; 2025Q4: 6,766 shares 6,766 $1.76M 0.07% -1,102 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,131 shares; 2024Q4: 1,884 shares; 2025Q1: 6,811 shares; 2025Q2: 7,247 shares; 2025Q3: 7,393 shares; 2025Q4: 5,965 shares 5,965 $1.73M 0.06% -1,428 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,759 shares; 2024Q4: 14,555 shares; 2025Q1: 14,534 shares; 2025Q2: 10,490 shares; 2025Q3: 11,253 shares; 2025Q4: 12,292 shares 12,292 $1.67M 0.06% +1,039 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,384 shares; 2024Q4: 63,698 shares; 2025Q1: 66,346 shares; 2025Q2: 72,767 shares; 2025Q3: 60,842 shares; 2025Q4: 60,966 shares 60,966 $1.67M 0.06% +124 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,502 shares; 2024Q4: 8,983 shares; 2025Q1: 9,330 shares; 2025Q2: 9,513 shares; 2025Q3: 9,321 shares; 2025Q4: 10,539 shares 10,539 $1.65M 0.06% +1,218 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,805 shares; 2024Q4: 27,400 shares; 2025Q1: 27,712 shares; 2025Q2: 21,743 shares; 2025Q3: 22,801 shares; 2025Q4: 23,208 shares 23,208 $1.57M 0.06% +407 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,110 shares; 2024Q4: 15,917 shares; 2025Q1: 15,381 shares; 2025Q2: 15,275 shares; 2025Q3: 10,814 shares; 2025Q4: 9,878 shares 9,878 $1.57M 0.06% -936 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: 5,764 shares; 2024Q4: 11,118 shares; 2025Q1: 11,304 shares; 2025Q2: 11,118 shares; 2025Q3: 12,416 shares; 2025Q4: 12,416 shares 12,416 $1.53M 0.06% 0 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,192 shares; 2024Q4: 1,141 shares; 2025Q1: 1,141 shares; 2025Q2: 3,616 shares; 2025Q3: 4,087 shares; 2025Q4: 3,716 shares 3,716 $1.44M 0.05% -371 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: 5,035 shares; 2024Q4: 4,490 shares; 2025Q1: 5,502 shares; 2025Q2: 4,256 shares; 2025Q3: 5,391 shares; 2025Q4: 5,331 shares 5,331 $1.41M 0.05% -60 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: 28,716 shares; 2024Q4: 28,378 shares; 2025Q1: 27,636 shares; 2025Q2: 26,618 shares; 2025Q3: 25,007 shares; 2025Q4: 22,537 shares 22,537 $1.41M 0.05% -2,470 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: 890 shares; 2024Q4: 833 shares; 2025Q1: 665 shares; 2025Q2: 779 shares; 2025Q3: 2,138 shares; 2025Q4: 1,155 shares 1,155 $1.4M 0.05% -983 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: 6,132 shares; 2024Q4: 9,750 shares; 2025Q1: 9,935 shares; 2025Q2: 32,540 shares; 2025Q3: 30,000 shares; 2025Q4: 25,110 shares 25,110 $1.37M 0.05% -4,890 Timeline VSS 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: 430 shares; 2024Q4: 430 shares; 2025Q1: 370 shares; 2025Q2: 12,799 shares; 2025Q3: 9,645 shares; 2025Q4: 9,370 shares 9,370 $1.34M 0.05% -275 Timeline BWA BORGWARNER INC More: the full row for BORGWARNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,043 shares; 2024Q4: 39,995 shares; 2025Q1: 39,330 shares; 2025Q2: 26,029 shares; 2025Q3: 25,746 shares; 2025Q4: 29,672 shares 29,672 $1.34M 0.05% +3,926 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,117 shares; 2024Q4: 3,895 shares; 2025Q1: 3,698 shares; 2025Q2: 7,860 shares; 2025Q3: 8,116 shares; 2025Q4: 8,610 shares 8,610 $1.32M 0.05% +494 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: 3,943 shares; 2024Q4: 2,039 shares; 2025Q1: 1,966 shares; 2025Q2: 2,683 shares; 2025Q3: 2,657 shares; 2025Q4: 2,681 shares 2,681 $1.31M 0.05% +24 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,876 shares; 2024Q4: 28,947 shares; 2025Q1: 28,896 shares; 2025Q2: 32,953 shares; 2025Q3: 31,560 shares; 2025Q4: 23,755 shares 23,755 $1.3M 0.05% -7,805 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: 3,159 shares; 2024Q4: 3,016 shares; 2025Q1: 2,118 shares; 2025Q2: 3,394 shares; 2025Q3: 3,721 shares; 2025Q4: 2,808 shares 2,808 $1.26M 0.05% -913 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,762 shares; 2025Q1: 17,250 shares; 2025Q2: 20,016 shares; 2025Q3: 17,553 shares; 2025Q4: 16,833 shares 16,833 $1.25M 0.05% -720 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,819 shares; 2024Q4: 10,727 shares; 2025Q1: 10,400 shares; 2025Q2: 10,356 shares; 2025Q3: 10,422 shares; 2025Q4: 8,671 shares 8,671 $1.24M 0.05% -1,751 Timeline VEU 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: 7,475 shares; 2024Q4: 15,475 shares; 2025Q1: 16,470 shares; 2025Q2: 17,420 shares; 2025Q3: 17,420 shares; 2025Q4: 16,900 shares 16,900 $1.24M 0.05% -520 Timeline IUSG 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: 7,867 shares; 2024Q4: 6,313 shares; 2025Q1: 7,013 shares; 2025Q2: 7,963 shares; 2025Q3: 8,219 shares; 2025Q4: 7,376 shares 7,376 $1.24M 0.05% -843 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: 13,473 shares; 2024Q4: 34,487 shares; 2025Q1: 34,487 shares; 2025Q2: 24,036 shares; 2025Q3: 35,501 shares; 2025Q4: 33,123 shares 33,123 $1.22M 0.05% -2,378 Timeline BMI BADGER METER INC More: the full row for BADGER METER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,970 shares; 2024Q4: 9,970 shares; 2025Q1: 7,970 shares; 2025Q2: 6,970 shares; 2025Q3: 8,170 shares; 2025Q4: 6,970 shares 6,970 $1.22M 0.05% -1,200 Timeline SJNK 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: 34,000 shares; 2025Q3: 35,000 shares; 2025Q4: 45,000 shares 45,000 $1.14M 0.04% +10,000 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: 17,663 shares; 2024Q4: 11,583 shares; 2025Q1: 12,506 shares; 2025Q2: 9,951 shares; 2025Q3: 17,014 shares; 2025Q4: 10,945 shares 10,945 $1.09M 0.04% -6,069 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: 4,419 shares; 2024Q4: 4,419 shares; 2025Q1: 10,156 shares; 2025Q2: 16,288 shares; 2025Q3: 15,826 shares; 2025Q4: 13,755 shares 13,755 $1.09M 0.04% -2,071 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: 12,830 shares; 2024Q4: 12,674 shares; 2025Q1: 12,674 shares; 2025Q2: 12,674 shares; 2025Q3: 12,674 shares; 2025Q4: 12,674 shares 12,674 $1.08M 0.04% 0 Timeline ESGE 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: not reported; 2025Q4: 24,464 shares 24,464 $1.08M 0.04% new Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 122 shares; 2024Q4: 8,144 shares; 2025Q1: 8,144 shares; 2025Q2: 8,022 shares; 2025Q3: 10,781 shares; 2025Q4: 8,914 shares 8,914 $1.07M 0.04% -1,867 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: 7,570 shares; 2024Q4: 13,103 shares; 2025Q1: 10,260 shares; 2025Q2: 10,914 shares; 2025Q3: 14,235 shares; 2025Q4: 15,189 shares 15,189 $1.06M 0.04% +954 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,320 shares; 2024Q4: 3,322 shares; 2025Q1: 8,041 shares; 2025Q2: 4,506 shares; 2025Q3: 6,435 shares; 2025Q4: 6,880 shares 6,880 $1.03M 0.04% +445 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,521 shares; 2024Q4: 4,086 shares; 2025Q1: 3,564 shares; 2025Q2: 3,438 shares; 2025Q3: 7,580 shares; 2025Q4: 4,288 shares 4,288 $1.03M 0.04% -3,292 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: 2,820 shares; 2024Q4: 1,050 shares; 2025Q1: 1,332 shares; 2025Q2: 1,237 shares; 2025Q3: 4,427 shares; 2025Q4: 3,319 shares 3,319 $1.02M 0.04% -1,108 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: 4,575 shares; 2024Q4: 15,866 shares; 2025Q1: 18,202 shares; 2025Q2: 16,466 shares; 2025Q3: 16,135 shares; 2025Q4: 18,797 shares 18,797 $1.01M 0.04% +2,662 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: 1,936 shares; 2024Q4: 1,748 shares; 2025Q1: 1,740 shares; 2025Q2: 1,673 shares; 2025Q3: 1,724 shares; 2025Q4: 1,746 shares 1,746 $1.01M 0.04% +22 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,174 shares; 2024Q4: 17,251 shares; 2025Q1: 26,576 shares; 2025Q2: 21,515 shares; 2025Q3: 23,076 shares; 2025Q4: 27,451 shares 27,451 $1.01M 0.04% +4,375 Timeline CWB 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: 5,875 shares; 2024Q4: 9,123 shares; 2025Q1: 9,523 shares; 2025Q2: 11,223 shares; 2025Q3: 10,873 shares; 2025Q4: 10,873 shares 10,873 $970K 0.04% 0 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: 5,031 shares; 2024Q4: 3,701 shares; 2025Q1: 3,608 shares; 2025Q2: 4,489 shares; 2025Q3: 3,705 shares; 2025Q4: 5,236 shares 5,236 $949K 0.04% +1,531 Timeline NULG NUSHARES ETF TR More: the full row for NUSHARES 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: not reported; 2025Q4: 9,683 shares 9,683 $947K 0.04% new Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 719 shares; 2025Q1: 726 shares; 2025Q2: 841 shares; 2025Q3: 1,064 shares; 2025Q4: 883 shares 883 $945K 0.04% -181 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,583 shares; 2024Q4: 11,768 shares; 2025Q1: 10,493 shares; 2025Q2: 9,922 shares; 2025Q3: 10,055 shares; 2025Q4: 8,225 shares 8,225 $923K 0.03% -1,830 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,000 shares; 2024Q4: 14,000 shares; 2025Q1: 14,000 shares; 2025Q2: 19,000 shares; 2025Q3: 22,400 shares; 2025Q4: 20,248 shares 20,248 $922K 0.03% -2,152 Timeline NIC NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,500 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,500 shares; 2025Q4: 7,500 shares 7,500 $910K 0.03% 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: 2,839 shares; 2024Q4: 448 shares; 2025Q1: 681 shares; 2025Q2: 666 shares; 2025Q3: 10,344 shares; 2025Q4: 5,610 shares 5,610 $909K 0.03% -4,734 Timeline EDIV SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 39,400 shares; 2025Q3: 12,100 shares; 2025Q4: 23,200 shares 23,200 $908K 0.03% +11,100 Timeline IWS 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: 3,362 shares; 2024Q4: 2,804 shares; 2025Q1: 2,508 shares; 2025Q2: 6,531 shares; 2025Q3: 6,615 shares; 2025Q4: 6,377 shares 6,377 $899K 0.03% -238 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,977 shares; 2024Q4: 7,162 shares; 2025Q1: 6,980 shares; 2025Q2: 7,128 shares; 2025Q3: 6,588 shares; 2025Q4: 5,307 shares 5,307 $871K 0.03% -1,281 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,324 shares; 2024Q4: 1,974 shares; 2025Q1: 4,344 shares; 2025Q2: 2,013 shares; 2025Q3: 3,363 shares; 2025Q4: 3,910 shares 3,910 $859K 0.03% +547 Timeline DLB DOLBY LABORATORIES INC More: the full row for DOLBY LABORATORIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,993 shares; 2024Q4: 25,658 shares; 2025Q1: 22,775 shares; 2025Q2: 16,010 shares; 2025Q3: 17,196 shares; 2025Q4: 13,340 shares 13,340 $857K 0.03% -3,856 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,200 shares; 2024Q4: 2,046 shares; 2025Q1: 2,364 shares; 2025Q2: 3,598 shares; 2025Q3: 5,041 shares; 2025Q4: 4,935 shares 4,935 $844K 0.03% -106 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,958 shares; 2024Q4: 9,068 shares; 2025Q1: 9,390 shares; 2025Q2: 11,070 shares; 2025Q3: 11,860 shares; 2025Q4: 8,191 shares 8,191 $840K 0.03% -3,669 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,165 shares; 2024Q4: 611 shares; 2025Q1: 1,089 shares; 2025Q2: 3,388 shares; 2025Q3: 3,715 shares; 2025Q4: 3,906 shares 3,906 $837K 0.03% +191 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: 4,827 shares; 2024Q4: 4,227 shares; 2025Q1: 4,281 shares; 2025Q2: 4,227 shares; 2025Q3: 3,867 shares; 2025Q4: 4,698 shares 4,698 $835K 0.03% +831 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: 6,886 shares; 2024Q4: 4,291 shares; 2025Q1: 4,291 shares; 2025Q2: 5,036 shares; 2025Q3: 11,049 shares; 2025Q4: 6,261 shares 6,261 $831K 0.03% -4,788 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,761 shares; 2024Q4: 16,762 shares; 2025Q1: 17,232 shares; 2025Q2: 16,276 shares; 2025Q3: 14,050 shares; 2025Q4: 13,135 shares 13,135 $821K 0.03% -915 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: 39,608 shares; 2024Q4: 10,614 shares; 2025Q1: 22,987 shares; 2025Q2: 13,191 shares; 2025Q3: 14,496 shares; 2025Q4: 14,830 shares 14,830 $816K 0.03% +334 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 122,773 shares; 2024Q4: 120,413 shares; 2025Q1: 134,404 shares; 2025Q2: 84,974 shares; 2025Q3: 36,783 shares; 2025Q4: 27,147 shares 27,147 $811K 0.03% -9,636 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: 403 shares; 2024Q4: 268 shares; 2025Q1: 663 shares; 2025Q2: 2,538 shares; 2025Q3: 2,673 shares; 2025Q4: 2,661 shares 2,661 $811K 0.03% -12 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,506 shares; 2024Q4: 1,517 shares; 2025Q1: 1,341 shares; 2025Q2: 1,309 shares; 2025Q3: 1,609 shares; 2025Q4: 1,364 shares 1,364 $778K 0.03% -245 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: 5,799 shares; 2024Q4: 3,921 shares; 2025Q1: 8,459 shares; 2025Q2: 5,276 shares; 2025Q3: 6,845 shares; 2025Q4: 7,899 shares 7,899 $772K 0.03% +1,054 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,503 shares; 2024Q4: 5,370 shares; 2025Q1: 4,921 shares; 2025Q2: 3,993 shares; 2025Q3: 3,580 shares; 2025Q4: 1,507 shares 1,507 $769K 0.03% -2,073 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: 1,781 shares; 2024Q4: 1,879 shares; 2025Q1: 2,450 shares; 2025Q2: 2,564 shares; 2025Q3: 7,932 shares; 2025Q4: 4,191 shares 4,191 $769K 0.03% -3,741 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,605 shares; 2024Q4: 7,866 shares; 2025Q1: 7,164 shares; 2025Q2: 6,386 shares; 2025Q3: 7,763 shares; 2025Q4: 7,695 shares 7,695 $741K 0.03% -68 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,675 shares; 2024Q4: 2,807 shares; 2025Q1: 2,857 shares; 2025Q2: 2,904 shares; 2025Q3: 2,566 shares; 2025Q4: 2,505 shares 2,505 $727K 0.03% -61 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,623 shares; 2024Q4: 12,787 shares; 2025Q1: 12,603 shares; 2025Q2: 12,242 shares; 2025Q3: 9,633 shares; 2025Q4: 9,604 shares 9,604 $725K 0.03% -29 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: 8,542 shares; 2024Q4: 24,696 shares; 2025Q1: 24,696 shares; 2025Q2: 24,696 shares; 2025Q3: 24,724 shares; 2025Q4: 26,290 shares 26,290 $721K 0.03% +1,566 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,510 shares; 2024Q4: 1,510 shares; 2025Q1: 1,510 shares; 2025Q2: 1,510 shares; 2025Q3: 1,510 shares; 2025Q4: 1,495 shares 1,495 $720K 0.03% -15 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,531 shares; 2025Q1: 7,331 shares; 2025Q2: 7,857 shares; 2025Q3: 7,812 shares; 2025Q4: 7,785 shares 7,785 $720K 0.03% -27 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,820 shares; 2024Q4: 1,448 shares; 2025Q1: 8,868 shares; 2025Q2: 1,393 shares; 2025Q3: 7,647 shares; 2025Q4: 7,619 shares 7,619 $713K 0.03% -28 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,853 shares; 2024Q4: 3,135 shares; 2025Q1: 4,861 shares; 2025Q2: 2,781 shares; 2025Q3: 3,034 shares; 2025Q4: 3,081 shares 3,081 $713K 0.03% +47 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,026 shares; 2024Q4: 8,715 shares; 2025Q1: 8,699 shares; 2025Q2: 7,919 shares; 2025Q3: 13,528 shares; 2025Q4: 8,558 shares 8,558 $710K 0.03% -4,970 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,503 shares; 2024Q4: 3,160 shares; 2025Q1: 9,262 shares; 2025Q2: 9,112 shares; 2025Q3: 11,031 shares; 2025Q4: 10,634 shares 10,634 $707K 0.03% -397 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,793 shares; 2024Q4: 12,052 shares; 2025Q1: 11,629 shares; 2025Q2: 10,370 shares; 2025Q3: 13,502 shares; 2025Q4: 10,488 shares 10,488 $704K 0.03% -3,014 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,009 shares; 2024Q4: 1,017 shares; 2025Q1: 1,454 shares; 2025Q2: 919 shares; 2025Q3: 7,039 shares; 2025Q4: 7,004 shares 7,004 $695K 0.03% -35 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,170 shares; 2024Q4: 3,242 shares; 2025Q1: 3,338 shares; 2025Q2: 1,854 shares; 2025Q3: 2,778 shares; 2025Q4: 1,635 shares 1,635 $690K 0.03% -1,143 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,375 shares; 2024Q4: 1,375 shares; 2025Q1: 3,922 shares; 2025Q2: 3,852 shares; 2025Q3: 24,809 shares; 2025Q4: 25,158 shares 25,158 $662K 0.02% +349 Timeline JMTG 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: 81 shares; 2025Q3: 12,827 shares; 2025Q4: 12,827 shares 12,827 $657K 0.02% 0 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,244 shares; 2024Q4: 1,820 shares; 2025Q1: 2,064 shares; 2025Q2: 2,777 shares; 2025Q3: 2,613 shares; 2025Q4: 2,624 shares 2,624 $657K 0.02% +11 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: 5,989 shares; 2024Q4: 8,385 shares; 2025Q1: 9,698 shares; 2025Q2: 7,823 shares; 2025Q3: 7,308 shares; 2025Q4: 7,493 shares 7,493 $653K 0.02% +185 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: 4,248 shares; 2024Q4: 1,787 shares; 2025Q1: 782 shares; 2025Q2: 907 shares; 2025Q3: 4,368 shares; 2025Q4: 2,328 shares 2,328 $631K 0.02% -2,040 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,676 shares; 2024Q4: 3,270 shares; 2025Q1: 4,470 shares; 2025Q2: 4,069 shares; 2025Q3: 3,752 shares; 2025Q4: 3,446 shares 3,446 $627K 0.02% -306 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,427 shares; 2024Q4: 1,118 shares; 2025Q1: 1,728 shares; 2025Q2: 1,646 shares; 2025Q3: 4,903 shares; 2025Q4: 5,250 shares 5,250 $613K 0.02% +347 Timeline ITOT 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: 8,261 shares; 2024Q4: 7,068 shares; 2025Q1: 6,893 shares; 2025Q2: 6,153 shares; 2025Q3: 5,662 shares; 2025Q4: 4,087 shares 4,087 $608K 0.02% -1,575 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: 4,258 shares; 2024Q4: 1,558 shares; 2025Q1: 1,611 shares; 2025Q2: 1,528 shares; 2025Q3: 2,850 shares; 2025Q4: 2,850 shares 2,850 $604K 0.02% 0 Timeline BIZD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,500 shares; 2024Q4: 57,500 shares; 2025Q1: 42,500 shares; 2025Q2: 42,500 shares; 2025Q3: 42,500 shares; 2025Q4: 42,500 shares 42,500 $603K 0.02% 0 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,349 shares; 2024Q4: 1,918 shares; 2025Q1: 1,776 shares; 2025Q2: 3,216 shares; 2025Q3: 3,692 shares; 2025Q4: 3,371 shares 3,371 $598K 0.02% -321 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: 1,270 shares; 2024Q4: 869 shares; 2025Q1: 1,092 shares; 2025Q2: 917 shares; 2025Q3: 1,792 shares; 2025Q4: 1,114 shares 1,114 $582K 0.02% -678 Timeline BTZ BLACKROCK CR ALLOCATION More: the full row for BLACKROCK CR ALLOCATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 136,634 shares; 2024Q4: 89,797 shares; 2025Q1: 80,195 shares; 2025Q2: 68,000 shares; 2025Q3: 55,500 shares; 2025Q4: 53,707 shares 53,707 $582K 0.02% -1,793 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,664 shares; 2024Q4: 16,403 shares; 2025Q1: 19,548 shares; 2025Q2: 16,794 shares; 2025Q3: 4,738 shares; 2025Q4: 3,537 shares 3,537 $579K 0.02% -1,201 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 765 shares; 2025Q1: 765 shares; 2025Q2: 765 shares; 2025Q3: 765 shares; 2025Q4: 765 shares 765 $577K 0.02% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,325 shares; 2024Q4: 1,125 shares; 2025Q1: 1,192 shares; 2025Q2: 1,371 shares; 2025Q3: 5,605 shares; 2025Q4: 2,498 shares 2,498 $568K 0.02% -3,107 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,143 shares; 2024Q4: 14,363 shares; 2025Q1: 14,065 shares; 2025Q2: 13,640 shares; 2025Q3: 12,351 shares; 2025Q4: 11,738 shares 11,738 $554K 0.02% -613 Timeline VOYA VOYA FINANCIAL INC More: the full row for VOYA FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,518 shares; 2024Q4: 7,418 shares; 2025Q1: 7,802 shares; 2025Q2: 6,269 shares; 2025Q3: 6,400 shares; 2025Q4: 7,414 shares 7,414 $552K 0.02% +1,014 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 810 shares; 2024Q4: 810 shares; 2025Q1: 810 shares; 2025Q2: 5,456 shares; 2025Q3: 5,544 shares; 2025Q4: 5,528 shares 5,528 $549K 0.02% -16 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,874 shares; 2024Q4: 6,548 shares; 2025Q1: 6,474 shares; 2025Q2: 6,486 shares; 2025Q3: 6,474 shares; 2025Q4: 6,474 shares 6,474 $542K 0.02% 0 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: 162 shares; 2024Q4: 381 shares; 2025Q1: 963 shares; 2025Q2: 822 shares; 2025Q3: 760 shares; 2025Q4: 886 shares 886 $536K 0.02% +126 Timeline MUSA MURPHY USA INC More: the full row for MURPHY USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 127 shares; 2025Q1: 1,354 shares; 2025Q2: 1,281 shares; 2025Q3: 1,307 shares; 2025Q4: 1,281 shares 1,281 $517K 0.02% -26 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: 3,015 shares; 2024Q4: 590 shares; 2025Q1: 491 shares; 2025Q2: 460 shares; 2025Q3: 4,069 shares; 2025Q4: 4,048 shares 4,048 $516K 0.02% -21 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: 2,017 shares; 2024Q4: 1,676 shares; 2025Q1: 1,685 shares; 2025Q2: 1,317 shares; 2025Q3: 2,056 shares; 2025Q4: 2,244 shares 2,244 $514K 0.02% +188 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,893 shares; 2024Q4: 12,279 shares; 2025Q1: 12,201 shares; 2025Q2: 8,474 shares; 2025Q3: 8,553 shares; 2025Q4: 9,301 shares 9,301 $509K 0.02% +748 Timeline MOH MOLINA HEALTHCARE INC More: the full row for MOLINA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,093 shares; 2024Q4: 850 shares; 2025Q1: 1,150 shares; 2025Q2: 1,297 shares; 2025Q3: 2,196 shares; 2025Q4: 2,900 shares 2,900 $503K 0.02% +704 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 743 shares; 2024Q4: 827 shares; 2025Q1: 884 shares; 2025Q2: 1,237 shares; 2025Q3: 2,047 shares; 2025Q4: 1,743 shares 1,743 $503K 0.02% -304 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 800 shares; 2024Q4: 50 shares; 2025Q1: 51 shares; 2025Q2: 26 shares; 2025Q3: 48 shares; 2025Q4: 570 shares 570 $501K 0.02% +522 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 998 shares; 2024Q4: 160 shares; 2025Q1: 312 shares; 2025Q2: 312 shares; 2025Q3: 2,126 shares; 2025Q4: 1,712 shares 1,712 $492K 0.02% -414 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,018 shares; 2024Q4: 3,045 shares; 2025Q1: 2,022 shares; 2025Q2: 2,130 shares; 2025Q3: 2,130 shares; 2025Q4: 4,117 shares 4,117 $492K 0.02% +1,987 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,267 shares; 2024Q4: 43 shares; 2025Q1: 1,939 shares; 2025Q2: 43 shares; 2025Q3: 2,069 shares; 2025Q4: 1,874 shares 1,874 $470K 0.02% -195 Timeline VV 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: 2,389 shares; 2024Q4: 2,339 shares; 2025Q1: 1,041 shares; 2025Q2: 716 shares; 2025Q3: 1,641 shares; 2025Q4: 1,441 shares 1,441 $454K 0.02% -200 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 995 shares; 2024Q4: 950 shares; 2025Q1: 941 shares; 2025Q2: 988 shares; 2025Q3: 1,249 shares; 2025Q4: 925 shares 925 $454K 0.02% -324 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM 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: not reported; 2025Q3: 1,659 shares; 2025Q4: 1,226 shares 1,226 $452K 0.02% -433 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: 8,042 shares; 2024Q4: 12,827 shares; 2025Q1: 12,737 shares; 2025Q2: 13,737 shares; 2025Q3: 13,808 shares; 2025Q4: 8,253 shares 8,253 $448K 0.02% -5,555 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75 shares; 2024Q4: 57 shares; 2025Q1: 56 shares; 2025Q2: 56 shares; 2025Q3: 85 shares; 2025Q4: 83 shares 83 $444K 0.02% -2 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: 1,131 shares; 2024Q4: 639 shares; 2025Q1: 560 shares; 2025Q2: 706 shares; 2025Q3: 3,322 shares; 2025Q4: 1,252 shares 1,252 $441K 0.02% -2,070 Timeline BG BUNGE GLOBAL SA More: the full row for BUNGE GLOBAL SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,773 shares; 2024Q4: 5,597 shares; 2025Q1: 6,636 shares; 2025Q2: 5,430 shares; 2025Q3: 4,955 shares; 2025Q4: 4,904 shares 4,904 $437K 0.02% -51 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,923 shares; 2024Q4: 3,123 shares; 2025Q1: 2,923 shares; 2025Q2: 1,511 shares; 2025Q3: 2,348 shares; 2025Q4: 32,847 shares 32,847 $431K 0.02% +30,499 Timeline DT DYNATRACE INC More: the full row for DYNATRACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 161 shares; 2024Q4: 413 shares; 2025Q1: 3,214 shares; 2025Q2: 2,854 shares; 2025Q3: 9,720 shares; 2025Q4: 9,781 shares 9,781 $424K 0.02% +61 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: 585 shares; 2024Q4: 141 shares; 2025Q1: 141 shares; 2025Q2: 102 shares; 2025Q3: 868 shares; 2025Q4: 647 shares 647 $423K 0.02% -221 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,930 shares; 2024Q4: 4,897 shares; 2025Q1: 4,808 shares; 2025Q2: 4,719 shares; 2025Q3: 5,533 shares; 2025Q4: 5,247 shares 5,247 $421K 0.02% -286 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: 440 shares; 2024Q4: 310 shares; 2025Q1: 657 shares; 2025Q2: 629 shares; 2025Q3: 871 shares; 2025Q4: 635 shares 635 $421K 0.02% -236 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 681 shares; 2024Q4: 105 shares; 2025Q1: 602 shares; 2025Q2: 148 shares; 2025Q3: 2,809 shares; 2025Q4: 1,470 shares 1,470 $419K 0.02% -1,339 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: 401 shares; 2024Q4: 495 shares; 2025Q1: 539 shares; 2025Q2: 533 shares; 2025Q3: 809 shares; 2025Q4: 2,715 shares 2,715 $416K 0.02% +1,906 Timeline MTG MGIC INVT CORP WIS More: the full row for MGIC INVT CORP WIS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,865 shares; 2024Q4: not reported; 2025Q1: 8,275 shares; 2025Q2: not reported; 2025Q3: 13,640 shares; 2025Q4: 14,180 shares 14,180 $414K 0.02% +540 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 633 shares; 2024Q4: 906 shares; 2025Q1: 1,008 shares; 2025Q2: 1,094 shares; 2025Q3: 4,551 shares; 2025Q4: 1,282 shares 1,282 $408K 0.02% -3,269 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 275 shares; 2024Q4: 288 shares; 2025Q1: 578 shares; 2025Q2: 775 shares; 2025Q3: 969 shares; 2025Q4: 717 shares 717 $406K 0.02% -252 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,500 shares; 2025Q3: 7,786 shares; 2025Q4: 7,570 shares 7,570 $406K 0.02% -216 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,429 shares; 2024Q4: 6,408 shares; 2025Q1: 7,800 shares; 2025Q2: 8,540 shares; 2025Q3: 4,605 shares; 2025Q4: 4,595 shares 4,595 $400K 0.01% -10 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,260 shares; 2024Q4: 1,071 shares; 2025Q1: 6,718 shares; 2025Q2: 6,670 shares; 2025Q3: 17,023 shares; 2025Q4: 13,606 shares 13,606 $392K 0.01% -3,417 Timeline NUV NUVEEN MUN VALUE FD INC More: the full row for NUVEEN MUN VALUE FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 117,500 shares; 2024Q4: 72,500 shares; 2025Q1: 72,500 shares; 2025Q2: 41,500 shares; 2025Q3: 37,500 shares; 2025Q4: 42,500 shares 42,500 $385K 0.01% +5,000 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,583 shares; 2024Q4: 3,126 shares; 2025Q1: 3,085 shares; 2025Q2: 3,426 shares; 2025Q3: 3,139 shares; 2025Q4: 2,648 shares 2,648 $383K 0.01% -491 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: 1,302 shares; 2024Q4: 1,711 shares; 2025Q1: 2,138 shares; 2025Q2: 2,643 shares; 2025Q3: 3,067 shares; 2025Q4: 2,374 shares 2,374 $366K 0.01% -693 Timeline QDF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,000 shares; 2024Q4: 5,000 shares; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 4,870 shares; 2025Q4: 4,500 shares 4,500 $364K 0.01% -370 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,081 shares; 2024Q4: 4,109 shares; 2025Q1: 4,154 shares; 2025Q2: 4,291 shares; 2025Q3: 2,410 shares; 2025Q4: 1,792 shares 1,792 $355K 0.01% -618 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,725 shares; 2024Q4: 667 shares; 2025Q1: 1,123 shares; 2025Q2: 361 shares; 2025Q3: 1,000 shares; 2025Q4: 755 shares 755 $353K 0.01% -245 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 129 shares; 2025Q1: 325 shares; 2025Q2: 105 shares; 2025Q3: 707 shares; 2025Q4: 418 shares 418 $343K 0.01% -289 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: 830 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,431 shares; 2025Q4: 1,365 shares 1,365 $332K 0.01% -66 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: 563 shares; 2024Q4: 653 shares; 2025Q1: 476 shares; 2025Q2: 476 shares; 2025Q3: 1,943 shares; 2025Q4: 1,117 shares 1,117 $331K 0.01% -826 Timeline AFG AMERICAN FINANCIAL GROUP INC More: the full row for AMERICAN FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,957 shares; 2024Q4: 3,101 shares; 2025Q1: 3,101 shares; 2025Q2: 3,172 shares; 2025Q3: 2,849 shares; 2025Q4: 2,395 shares 2,395 $327K 0.01% -454 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,119 shares; 2024Q4: 704 shares; 2025Q1: 704 shares; 2025Q2: 704 shares; 2025Q3: 1,161 shares; 2025Q4: 909 shares 909 $321K 0.01% -252 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,366 shares; 2024Q4: 5,710 shares; 2025Q1: 5,632 shares; 2025Q2: 5,204 shares; 2025Q3: 1,097 shares; 2025Q4: 675 shares 675 $317K 0.01% -422 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,161 shares; 2024Q4: 8,385 shares; 2025Q1: 7,731 shares; 2025Q2: 7,685 shares; 2025Q3: 8,768 shares; 2025Q4: 8,083 shares 8,083 $316K 0.01% -685 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: 3,594 shares; 2024Q4: 140 shares; 2025Q1: 870 shares; 2025Q2: 384 shares; 2025Q3: 5,028 shares; 2025Q4: 4,293 shares 4,293 $315K 0.01% -735 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: 2,785 shares; 2024Q4: 1,942 shares; 2025Q1: 4,375 shares; 2025Q2: 1,527 shares; 2025Q3: 2,959 shares; 2025Q4: 2,740 shares 2,740 $314K 0.01% -219 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: 697 shares; 2024Q4: 153 shares; 2025Q1: 281 shares; 2025Q2: 366 shares; 2025Q3: 690 shares; 2025Q4: 846 shares 846 $313K 0.01% +156 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,432 shares; 2024Q4: 3,206 shares; 2025Q1: 1,774 shares; 2025Q2: 585 shares; 2025Q3: 564 shares; 2025Q4: 562 shares 562 $311K 0.01% -2 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: 8,214 shares; 2024Q4: 3,832 shares; 2025Q1: 6,804 shares; 2025Q2: 3,546 shares; 2025Q3: 2,643 shares; 2025Q4: 3,688 shares 3,688 $311K 0.01% +1,045 Timeline MEC MAYVILLE ENGR CO INC More: the full row for MAYVILLE ENGR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,500 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,475 shares 16,475 $308K 0.01% new Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45 shares; 2024Q4: 104 shares; 2025Q1: 90 shares; 2025Q2: 614 shares; 2025Q3: 375 shares; 2025Q4: 321 shares 321 $300K 0.01% -54 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: 7 shares; 2024Q4: 321 shares; 2025Q1: 757 shares; 2025Q2: 573 shares; 2025Q3: 606 shares; 2025Q4: 631 shares 631 $296K 0.01% +25 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,663 shares; 2024Q4: 13,748 shares; 2025Q1: 12,380 shares; 2025Q2: 12,130 shares; 2025Q3: 9,242 shares; 2025Q4: 6,486 shares 6,486 $295K 0.01% -2,756 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: 1,024 shares; 2024Q4: 1,224 shares; 2025Q1: 1,219 shares; 2025Q2: 1,219 shares; 2025Q3: 1,659 shares; 2025Q4: 1,354 shares 1,354 $294K 0.01% -305 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,277 shares; 2024Q4: 12,358 shares; 2025Q1: 11,020 shares; 2025Q2: 9,900 shares; 2025Q3: 9,500 shares; 2025Q4: 8,000 shares 8,000 $290K 0.01% -1,500 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: 676 shares; 2024Q4: 728 shares; 2025Q1: 1,144 shares; 2025Q2: 1,022 shares; 2025Q3: 1,978 shares; 2025Q4: 1,542 shares 1,542 $290K 0.01% -436 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,404 shares; 2024Q4: 17,957 shares; 2025Q1: 18,897 shares; 2025Q2: 14,810 shares; 2025Q3: 14,114 shares; 2025Q4: 12,822 shares 12,822 $290K 0.01% -1,292 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 2,800 shares; 2025Q1: 2,800 shares; 2025Q2: 3,275 shares; 2025Q3: 3,275 shares; 2025Q4: 3,275 shares 3,275 $288K 0.01% 0 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,400 shares; 2024Q4: 3,600 shares; 2025Q1: 3,600 shares; 2025Q2: 4,148 shares; 2025Q3: 8,799 shares; 2025Q4: 4,427 shares 4,427 $288K 0.01% -4,372 Timeline SPSB 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: 2,107 shares; 2024Q4: 5,800 shares; 2025Q1: 5,250 shares; 2025Q2: 9,500 shares; 2025Q3: 9,500 shares; 2025Q4: 9,500 shares 9,500 $287K 0.01% 0 Timeline EXAS EXACT SCIENCES CORP More: the full row for EXACT SCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 235 shares; 2024Q4: 35 shares; 2025Q1: 35 shares; 2025Q2: 35 shares; 2025Q3: 2,110 shares; 2025Q4: 2,784 shares 2,784 $283K 0.01% +674 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 945 shares; 2024Q4: 751 shares; 2025Q1: 717 shares; 2025Q2: 719 shares; 2025Q3: 715 shares; 2025Q4: 577 shares 577 $281K 0.01% -138 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,260 shares; 2024Q4: 3,113 shares; 2025Q1: 3,575 shares; 2025Q2: 3,442 shares; 2025Q3: 5,659 shares; 2025Q4: 6,806 shares 6,806 $280K 0.01% +1,147 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,288 shares; 2025Q1: 2,288 shares; 2025Q2: 2,288 shares; 2025Q3: 2,144 shares; 2025Q4: 2,095 shares 2,095 $275K 0.01% -49 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: 440 shares; 2024Q4: 450 shares; 2025Q1: 670 shares; 2025Q2: 770 shares; 2025Q3: 1,113 shares; 2025Q4: 814 shares 814 $274K 0.01% -299 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,525 shares; 2024Q4: 3,583 shares; 2025Q1: 2,939 shares; 2025Q2: 5,365 shares; 2025Q3: 5,365 shares; 2025Q4: 4,819 shares 4,819 $274K 0.01% -546 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 775 shares; 2024Q4: 775 shares; 2025Q1: 775 shares; 2025Q2: 775 shares; 2025Q3: 775 shares; 2025Q4: 775 shares 775 $266K 0.01% 0 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: 443 shares; 2024Q4: 457 shares; 2025Q1: 489 shares; 2025Q2: 404 shares; 2025Q3: 375 shares; 2025Q4: 287 shares 287 $261K 0.01% -88 Timeline DOX AMDOCS LTD More: the full row for AMDOCS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,354 shares; 2024Q4: 3,217 shares; 2025Q1: 3,931 shares; 2025Q2: 2,849 shares; 2025Q3: 2,915 shares; 2025Q4: 3,185 shares 3,185 $258K 0.01% +270 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 930 shares; 2024Q4: 10,590 shares; 2025Q1: 10,590 shares; 2025Q2: 10,629 shares; 2025Q3: 10,005 shares; 2025Q4: 9,590 shares 9,590 $258K 0.01% -415 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 524 shares; 2024Q4: 1,198 shares; 2025Q1: 1,198 shares; 2025Q2: 2,700 shares; 2025Q3: 2,700 shares; 2025Q4: 2,410 shares 2,410 $257K 0.01% -290 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 468 shares; 2024Q4: 140 shares; 2025Q1: 140 shares; 2025Q2: 100 shares; 2025Q3: 249 shares; 2025Q4: 253 shares 253 $255K 0.01% +4 Timeline FNDX 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: 412 shares; 2024Q4: 11,390 shares; 2025Q1: 11,390 shares; 2025Q2: 11,435 shares; 2025Q3: 9,285 shares; 2025Q4: 9,285 shares 9,285 $253K 0.01% 0 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16 shares; 2024Q4: 833 shares; 2025Q1: 592 shares; 2025Q2: 770 shares; 2025Q3: 756 shares; 2025Q4: 743 shares 743 $251K 0.01% -13 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33 shares; 2024Q4: 73 shares; 2025Q1: 159 shares; 2025Q2: 111 shares; 2025Q3: 330 shares; 2025Q4: 188 shares 188 $250K 0.01% -142 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 494 shares; 2024Q4: 606 shares; 2025Q1: 606 shares; 2025Q2: 626 shares; 2025Q3: 1,470 shares; 2025Q4: 901 shares 901 $249K 0.01% -569 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,104 shares; 2024Q4: 706 shares; 2025Q1: 904 shares; 2025Q2: 644 shares; 2025Q3: 1,011 shares; 2025Q4: 869 shares 869 $248K 0.01% -142 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,897 shares; 2024Q4: 6,800 shares; 2025Q1: 2,295 shares; 2025Q2: 2,243 shares; 2025Q3: 3,043 shares; 2025Q4: 5,458 shares 5,458 $244K 0.01% +2,415 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 610 shares; 2024Q4: 300 shares; 2025Q1: 670 shares; 2025Q2: 663 shares; 2025Q3: 1,875 shares; 2025Q4: 1,160 shares 1,160 $242K 0.01% -715 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,320 shares; 2024Q4: 2,120 shares; 2025Q1: 2,546 shares; 2025Q2: 2,120 shares; 2025Q3: 1,610 shares; 2025Q4: 1,480 shares 1,480 $238K 0.01% -130 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,496 shares; 2024Q4: 306 shares; 2025Q1: 5,266 shares; 2025Q2: 6,306 shares; 2025Q3: 6,440 shares; 2025Q4: 6,026 shares 6,026 $237K 0.01% -414 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,633 shares; 2024Q4: 1,083 shares; 2025Q1: 2,420 shares; 2025Q2: 2,540 shares; 2025Q3: 4,713 shares; 2025Q4: 4,062 shares 4,062 $237K 0.01% -651 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 190 shares; 2024Q4: 10,049 shares; 2025Q1: 17,833 shares; 2025Q2: 21,039 shares; 2025Q3: 22,539 shares; 2025Q4: 13,605 shares 13,605 $236K 0.01% -8,934 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,422 shares; 2024Q4: 1,288 shares; 2025Q1: 1,288 shares; 2025Q2: 1,288 shares; 2025Q3: 1,208 shares; 2025Q4: 1,208 shares 1,208 $234K 0.01% 0 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: 14,305 shares; 2024Q4: 9,621 shares; 2025Q1: 6,427 shares; 2025Q2: 10,082 shares; 2025Q3: 10,191 shares; 2025Q4: 5,755 shares 5,755 $231K 0.01% -4,436 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,311 shares; 2024Q4: 1,247 shares; 2025Q1: 1,292 shares; 2025Q2: 1,521 shares; 2025Q3: 1,630 shares; 2025Q4: 1,187 shares 1,187 $230K 0.01% -443 Timeline LKQ LKQ CORP More: the full row for LKQ CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,210 shares; 2024Q4: 4,322 shares; 2025Q1: 5,374 shares; 2025Q2: 4,597 shares; 2025Q3: 7,373 shares; 2025Q4: 7,513 shares 7,513 $227K 0.01% +140 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 123 shares; 2024Q4: 324 shares; 2025Q1: 255 shares; 2025Q2: 540 shares; 2025Q3: 566 shares; 2025Q4: 587 shares 587 $226K 0.01% +21 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37 shares; 2024Q4: 113 shares; 2025Q1: 107 shares; 2025Q2: 260 shares; 2025Q3: 3,186 shares; 2025Q4: 872 shares 872 $226K 0.01% -2,314 Timeline JNK 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: 1,100 shares; 2024Q4: 1,625 shares; 2025Q1: 1,140 shares; 2025Q2: 2,833 shares; 2025Q3: 2,300 shares; 2025Q4: 2,300 shares 2,300 $224K 0.01% 0 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,217 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,415 shares; 2025Q4: 9,415 shares 9,415 $219K 0.01% 0 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,439 shares; 2025Q4: 2,797 shares 2,797 $216K 0.01% -1,642 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: 2,336 shares; 2024Q4: 2,336 shares; 2025Q1: 2,336 shares; 2025Q2: 2,336 shares; 2025Q3: 6,276 shares; 2025Q4: 3,574 shares 3,574 $216K 0.01% -2,702 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: 4,253 shares; 2024Q4: 65 shares; 2025Q1: 4,140 shares; 2025Q2: not reported; 2025Q3: 2,329 shares; 2025Q4: 1,687 shares 1,687 $211K 0.01% -642 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,620 shares; 2024Q4: 805 shares; 2025Q1: 799 shares; 2025Q2: 799 shares; 2025Q3: 887 shares; 2025Q4: 856 shares 856 $208K 0.01% -31 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,868 shares; 2024Q4: 7,525 shares; 2025Q1: 8,187 shares; 2025Q2: 2,009 shares; 2025Q3: 1,845 shares; 2025Q4: 1,768 shares 1,768 $207K 0.01% -77 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,243 shares; 2024Q4: 2,150 shares; 2025Q1: 2,313 shares; 2025Q2: 648 shares; 2025Q3: 1,079 shares; 2025Q4: 956 shares 956 $205K 0.01% -123 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 144 shares; 2024Q4: 31 shares; 2025Q1: 299 shares; 2025Q2: 335 shares; 2025Q3: 6,851 shares; 2025Q4: 1,539 shares 1,539 $204K 0.01% -5,312 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,732 shares; 2024Q4: not reported; 2025Q1: 2,730 shares; 2025Q2: 457 shares; 2025Q3: 8,941 shares; 2025Q4: 2,086 shares 2,086 $203K 0.01% -6,855 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50 shares; 2024Q4: 110 shares; 2025Q1: 110 shares; 2025Q2: 4,000 shares; 2025Q3: 4,480 shares; 2025Q4: 4,040 shares 4,040 $202K 0.01% -440 Timeline SUB 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: 2,936 shares; 2024Q4: 2,710 shares; 2025Q1: 2,710 shares; 2025Q2: 2,010 shares; 2025Q3: 1,883 shares; 2025Q4: 1,883 shares 1,883 $201K 0.01% 0 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,424 shares; 2024Q4: 14,117 shares; 2025Q1: 13,200 shares; 2025Q2: 13,474 shares; 2025Q3: 12,125 shares; 2025Q4: 1,861 shares 1,861 $199K 0.01% -10,264 Timeline CPB THE CAMPBELLS COMPANY More: the full row for THE CAMPBELLS COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,209 shares; 2025Q2: 7,000 shares; 2025Q3: 7,093 shares; 2025Q4: 7,137 shares 7,137 $199K 0.01% +44 Timeline PFF 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: 6,520 shares; 2024Q4: 8,555 shares; 2025Q1: 5,555 shares; 2025Q2: 5,555 shares; 2025Q3: 6,355 shares; 2025Q4: 6,355 shares 6,355 $197K 0.01% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,408 shares; 2024Q4: 4,762 shares; 2025Q1: 2,537 shares; 2025Q2: 1,220 shares; 2025Q3: 1,334 shares; 2025Q4: 1,223 shares 1,223 $190K 0.01% -111 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,175 shares; 2024Q4: 1,776 shares; 2025Q1: 2,564 shares; 2025Q2: 2,494 shares; 2025Q3: 4,570 shares; 2025Q4: 2,306 shares 2,306 $188K 0.01% -2,264 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: 9,867 shares; 2024Q4: 9,243 shares; 2025Q1: 948 shares; 2025Q2: 948 shares; 2025Q3: 6,166 shares; 2025Q4: 5,177 shares 5,177 $188K 0.01% -989 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,185 shares; 2024Q4: 2,493 shares; 2025Q1: 2,436 shares; 2025Q2: 2,436 shares; 2025Q3: 2,906 shares; 2025Q4: 596 shares 596 $185K 0.01% -2,310 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,311 shares; 2024Q4: 775 shares; 2025Q1: 1,582 shares; 2025Q2: 425 shares; 2025Q3: 1,232 shares; 2025Q4: 908 shares 908 $184K 0.01% -324 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 312 shares; 2024Q4: 418 shares; 2025Q1: 1,599 shares; 2025Q2: 3,711 shares; 2025Q3: 5,525 shares; 2025Q4: 3,699 shares 3,699 $182K 0.01% -1,826 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,580 shares; 2024Q4: 3,580 shares; 2025Q1: 3,580 shares; 2025Q2: 3,580 shares; 2025Q3: 3,580 shares; 2025Q4: 3,580 shares 3,580 $180K 0.01% 0 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,645 shares; 2024Q4: 1,657 shares; 2025Q1: 1,438 shares; 2025Q2: 2,058 shares; 2025Q3: 2,058 shares; 2025Q4: 1,867 shares 1,867 $178K 0.01% -191 Timeline FBIZ FIRST BUSINESS FINL SVCS INC More: the full row for FIRST BUSINESS FINL SVCS 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: 6,196 shares; 2025Q2: not reported; 2025Q3: 3,260 shares; 2025Q4: 3,260 shares 3,260 $177K 0.01% 0 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: 9,311 shares; 2024Q4: 215 shares; 2025Q1: 1,697 shares; 2025Q2: 1,984 shares; 2025Q3: 4,561 shares; 2025Q4: 3,429 shares 3,429 $174K 0.01% -1,132 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: 794 shares; 2024Q4: 1,361 shares; 2025Q1: 678 shares; 2025Q2: 771 shares; 2025Q3: 837 shares; 2025Q4: 700 shares 700 $174K 0.01% -137 Timeline HYLB DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 700 shares; 2024Q4: 5,200 shares; 2025Q1: 5,200 shares; 2025Q2: 4,700 shares; 2025Q3: 4,700 shares; 2025Q4: 4,700 shares 4,700 $173K 0.01% 0 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 304 shares; 2024Q4: 304 shares; 2025Q1: 363 shares; 2025Q2: 163 shares; 2025Q3: 371 shares; 2025Q4: 591 shares 591 $172K 0.01% +220 Timeline FNDA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,740 shares; 2025Q1: 5,740 shares; 2025Q2: 5,758 shares; 2025Q3: 5,740 shares; 2025Q4: 5,440 shares 5,440 $171K 0.01% -300 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: not reported; 2024Q4: 10,263 shares; 2025Q1: 8,184 shares; 2025Q2: 8,198 shares; 2025Q3: 7,084 shares; 2025Q4: 7,084 shares 7,084 $170K 0.01% 0 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,114 shares; 2024Q4: 371 shares; 2025Q1: 1,912 shares; 2025Q2: 382 shares; 2025Q3: 539 shares; 2025Q4: 580 shares 580 $170K 0.01% +41 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 4,026 shares; 2025Q3: 3,708 shares; 2025Q4: 3,858 shares 3,858 $169K 0.01% +150 Timeline SHY 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: 11,290 shares; 2024Q4: 11,190 shares; 2025Q1: 11,140 shares; 2025Q2: 12,987 shares; 2025Q3: 10,840 shares; 2025Q4: 2,040 shares 2,040 $169K 0.01% -8,800 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: 323 shares; 2024Q4: 323 shares; 2025Q1: 323 shares; 2025Q2: 373 shares; 2025Q3: 423 shares; 2025Q4: 423 shares 423 $168K 0.01% 0 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: 45 shares; 2024Q4: 19 shares; 2025Q1: 82 shares; 2025Q2: not reported; 2025Q3: 134 shares; 2025Q4: 430 shares 430 $167K 0.01% +296 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,393 shares; 2024Q4: 2,110 shares; 2025Q1: 1,084 shares; 2025Q2: 424 shares; 2025Q3: 648 shares; 2025Q4: 367 shares 367 $166K 0.01% -281 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 126 shares; 2024Q4: 111 shares; 2025Q1: 222 shares; 2025Q2: 100 shares; 2025Q3: 812 shares; 2025Q4: 756 shares 756 $165K 0.01% -56 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 39 shares; 2025Q1: 23 shares; 2025Q2: 589 shares; 2025Q3: 1,413 shares; 2025Q4: 889 shares 889 $165K 0.01% -524 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,222 shares; 2024Q4: 5,459 shares; 2025Q1: 4,635 shares; 2025Q2: 1,648 shares; 2025Q3: 1,198 shares; 2025Q4: 1,058 shares 1,058 $164K 0.01% -140 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: 1,622 shares; 2024Q4: 1,622 shares; 2025Q1: 1,787 shares; 2025Q2: 1,622 shares; 2025Q3: 1,712 shares; 2025Q4: 852 shares 852 $163K 0.01% -860 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,351 shares; 2024Q4: 3,601 shares; 2025Q1: 2,975 shares; 2025Q2: 3,475 shares; 2025Q3: 3,475 shares; 2025Q4: 3,475 shares 3,475 $163K 0.01% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,458 shares; 2024Q4: 1,989 shares; 2025Q1: 1,989 shares; 2025Q2: 1,889 shares; 2025Q3: 1,361 shares; 2025Q4: 1,220 shares 1,220 $161K 0.01% -141 Timeline VPL 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: 2,300 shares; 2024Q4: 4,200 shares; 2025Q1: 4,205 shares; 2025Q2: 4,275 shares; 2025Q3: 2,775 shares; 2025Q4: 1,775 shares 1,775 $160K 0.01% -1,000 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,932 shares; 2024Q4: 958 shares; 2025Q1: 1,159 shares; 2025Q2: 1,296 shares; 2025Q3: 4,564 shares; 2025Q4: 1,261 shares 1,261 $159K 0.01% -3,303 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 802 shares; 2024Q4: 203 shares; 2025Q1: not reported; 2025Q2: 445 shares; 2025Q3: 2,921 shares; 2025Q4: 1,209 shares 1,209 $154K 0.01% -1,712 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,311 shares; 2024Q4: 1,219 shares; 2025Q1: 1,219 shares; 2025Q2: 1,219 shares; 2025Q3: 1,323 shares; 2025Q4: 1,799 shares 1,799 $153K 0.01% +476 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: 193 shares; 2025Q2: 193 shares; 2025Q3: 4,515 shares; 2025Q4: 1,750 shares 1,750 $153K 0.01% -2,765 Timeline MUR MURPHY OIL CORP More: the full row for MURPHY OIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,546 shares; 2024Q4: not reported; 2025Q1: 4,896 shares; 2025Q2: 4,896 shares; 2025Q3: 4,896 shares; 2025Q4: 4,896 shares 4,896 $153K 0.01% 0 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 122 shares; 2025Q1: 491 shares; 2025Q2: 491 shares; 2025Q3: 527 shares; 2025Q4: 594 shares 594 $152K 0.01% +67 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 180 shares; 2024Q4: 180 shares; 2025Q1: 509 shares; 2025Q2: 848 shares; 2025Q3: 852 shares; 2025Q4: 848 shares 848 $151K 0.01% -4 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: 3,360 shares; 2024Q4: 4,027 shares; 2025Q1: 3,462 shares; 2025Q2: 2,962 shares; 2025Q3: 2,862 shares; 2025Q4: 2,862 shares 2,862 $151K 0.01% 0 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 190 shares; 2024Q4: 90 shares; 2025Q1: 100 shares; 2025Q2: 110 shares; 2025Q3: 188 shares; 2025Q4: 172 shares 172 $151K 0.01% -16 Timeline HEI-A HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33 shares; 2024Q4: 205 shares; 2025Q1: 129 shares; 2025Q2: 129 shares; 2025Q3: 598 shares; 2025Q4: 598 shares 598 $151K 0.01% 0 Timeline COHR COHERENT CORP More: the full row for COHERENT 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: 575 shares; 2025Q4: 813 shares 813 $150K 0.01% +238 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS 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: 3,059 shares 3,059 $149K 0.01% new Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 844 shares; 2025Q3: 613 shares; 2025Q4: 651 shares 651 $147K 0.01% +38 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,311 shares; 2024Q4: not reported; 2025Q1: 10,076 shares; 2025Q2: not reported; 2025Q3: 1,802 shares; 2025Q4: 1,720 shares 1,720 $147K 0.01% -82 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: 826 shares; 2025Q1: 790 shares; 2025Q2: 750 shares; 2025Q3: 551 shares; 2025Q4: 523 shares 523 $146K 0.01% -28 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,545 shares; 2024Q4: 989 shares; 2025Q1: 1,189 shares; 2025Q2: 989 shares; 2025Q3: 1,928 shares; 2025Q4: 1,824 shares 1,824 $145K 0.01% -104 Timeline NXST NEXSTAR MEDIA GROUP INC More: the full row for NEXSTAR MEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 712 shares; 2025Q3: 712 shares; 2025Q4: 712 shares 712 $145K 0.01% 0 Timeline JGH NUVEEN GLOBAL HIGH INCOME FD More: the full row for NUVEEN GLOBAL HIGH INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,459 shares; 2024Q4: 11,459 shares; 2025Q1: 11,459 shares; 2025Q2: 11,459 shares; 2025Q3: 11,459 shares; 2025Q4: 11,459 shares 11,459 $144K 0.01% 0 Timeline AER AERCAP HOLDINGS NV More: the full row for AERCAP HOLDINGS NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 984 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 984 shares; 2025Q4: 984 shares 984 $141K 0.01% 0 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,232 shares; 2025Q2: not reported; 2025Q3: 2,614 shares; 2025Q4: 1,790 shares 1,790 $141K 0.01% -824 Timeline IYK 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: 2,100 shares; 2024Q4: 2,100 shares; 2025Q1: 2,100 shares; 2025Q2: 2,100 shares; 2025Q3: 2,100 shares; 2025Q4: 2,100 shares 2,100 $141K 0.01% 0 Timeline AMRN AMARIN CORP PLC More: the full row for AMARIN CORP 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: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares 10,000 $140K 0.01% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,696 shares; 2024Q4: 2,227 shares; 2025Q1: 2,207 shares; 2025Q2: 2,204 shares; 2025Q3: 2,596 shares; 2025Q4: 671 shares 671 $137K 0.01% -1,925 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 103 shares; 2024Q4: 77 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,984 shares; 2025Q4: 2,347 shares 2,347 $137K 0.01% +363 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 130 shares; 2024Q4: 330 shares; 2025Q1: 330 shares; 2025Q2: 882 shares; 2025Q3: 259 shares; 2025Q4: 1,652 shares 1,652 $135K 0.01% +1,393 Timeline STT STATE STR CORP More: the full row for STATE STR 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: 835 shares; 2025Q4: 1,039 shares 1,039 $134K 0.01% +204 Timeline SCHM 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: 1,434 shares; 2024Q4: 4,302 shares; 2025Q1: 4,302 shares; 2025Q2: 4,302 shares; 2025Q3: 4,302 shares; 2025Q4: 4,434 shares 4,434 $133K <0.01% +132 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 517 shares; 2024Q4: 31 shares; 2025Q1: 673 shares; 2025Q2: 15 shares; 2025Q3: 103 shares; 2025Q4: 212 shares 212 $132K <0.01% +109 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,160 shares; 2025Q1: 7,160 shares; 2025Q2: 7,306 shares; 2025Q3: 19,434 shares; 2025Q4: 10,526 shares 10,526 $131K <0.01% -8,908 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 737 shares; 2024Q4: 78 shares; 2025Q1: 68 shares; 2025Q2: 1,030 shares; 2025Q3: 1,006 shares; 2025Q4: 1,006 shares 1,006 $131K <0.01% 0 Timeline UITB 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: 105 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,675 shares 2,675 $127K <0.01% new Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,760 shares; 2024Q4: 11,884 shares; 2025Q1: 16,130 shares; 2025Q2: 18,224 shares; 2025Q3: 15,894 shares; 2025Q4: 1,443 shares 1,443 $126K <0.01% -14,451 Timeline PHO 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: 3,512 shares; 2024Q4: 1,275 shares; 2025Q1: 1,275 shares; 2025Q2: 3,185 shares; 2025Q3: 2,188 shares; 2025Q4: 1,779 shares 1,779 $125K <0.01% -409 Timeline PFGC PERFORMANCE FOOD GROUP CO More: the full row for PERFORMANCE FOOD GROUP CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,100 shares; 2025Q4: 1,362 shares 1,362 $122K <0.01% +262 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 303 shares; 2024Q4: 296 shares; 2025Q1: 271 shares; 2025Q2: 384 shares; 2025Q3: 445 shares; 2025Q4: 441 shares 441 $120K <0.01% -4 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 223 shares; 2024Q4: 193 shares; 2025Q1: 193 shares; 2025Q2: 995 shares; 2025Q3: 565 shares; 2025Q4: 565 shares 565 $120K <0.01% 0 Timeline MGEE MGE ENERGY INC More: the full row for MGE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,687 shares; 2024Q4: 4,687 shares; 2025Q1: 4,687 shares; 2025Q2: 4,187 shares; 2025Q3: 4,187 shares; 2025Q4: 1,497 shares 1,497 $117K <0.01% -2,690 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 978 shares; 2024Q4: 619 shares; 2025Q1: 619 shares; 2025Q2: 619 shares; 2025Q3: 645 shares; 2025Q4: 637 shares 637 $117K <0.01% -8 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,898 shares; 2024Q4: 3,514 shares; 2025Q1: 4,048 shares; 2025Q2: 3,494 shares; 2025Q3: 337 shares; 2025Q4: 719 shares 719 $117K <0.01% +382 Timeline FMDE 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: 3,200 shares; 2024Q4: 3,200 shares; 2025Q1: 3,200 shares; 2025Q2: 3,200 shares; 2025Q3: 3,200 shares; 2025Q4: 3,200 shares 3,200 $116K <0.01% 0 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,803 shares; 2024Q4: 291 shares; 2025Q1: 2,061 shares; 2025Q2: 230 shares; 2025Q3: 358 shares; 2025Q4: 249 shares 249 $116K <0.01% -109 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,878 shares; 2024Q4: 778 shares; 2025Q1: 778 shares; 2025Q2: 833 shares; 2025Q3: 1,171 shares; 2025Q4: 641 shares 641 $114K <0.01% -530 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 785 shares; 2024Q4: 1,103 shares; 2025Q1: 814 shares; 2025Q2: 514 shares; 2025Q3: 2,304 shares; 2025Q4: 2,451 shares 2,451 $113K <0.01% +147 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,011 shares; 2024Q4: 2,332 shares; 2025Q1: 281 shares; 2025Q2: 1,415 shares; 2025Q3: 1,366 shares; 2025Q4: 1,607 shares 1,607 $112K <0.01% +241 Timeline JLL JONES LANG LASALLE INC More: the full row for JONES LANG LASALLE 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: 217 shares; 2025Q2: 94 shares; 2025Q3: 901 shares; 2025Q4: 330 shares 330 $111K <0.01% -571 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,516 shares; 2024Q4: 37 shares; 2025Q1: 1,166 shares; 2025Q2: not reported; 2025Q3: 308 shares; 2025Q4: 305 shares 305 $108K <0.01% -3 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 139 shares; 2024Q4: 181 shares; 2025Q1: 341 shares; 2025Q2: 341 shares; 2025Q3: 792 shares; 2025Q4: 363 shares 363 $107K <0.01% -429 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: 62 shares; 2024Q4: 62 shares; 2025Q1: 62 shares; 2025Q2: 654 shares; 2025Q3: 698 shares; 2025Q4: 666 shares 666 $107K <0.01% -32 Timeline IYW 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: 987 shares; 2024Q4: 531 shares; 2025Q1: 570 shares; 2025Q2: 531 shares; 2025Q3: 531 shares; 2025Q4: 531 shares 531 $106K <0.01% 0 Timeline VERX VERTEX INC More: the full row for VERTEX 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: 5,263 shares; 2025Q4: 5,263 shares 5,263 $105K <0.01% 0 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 749 shares; 2025Q2: 802 shares; 2025Q3: 2,593 shares; 2025Q4: 1,731 shares 1,731 $104K <0.01% -862 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 220 shares; 2024Q4: 217 shares; 2025Q1: 274 shares; 2025Q2: 153 shares; 2025Q3: 784 shares; 2025Q4: 421 shares 421 $104K <0.01% -363 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,576 shares; 2024Q4: 1,576 shares; 2025Q1: 1,576 shares; 2025Q2: not reported; 2025Q3: 1,738 shares; 2025Q4: 1,738 shares 1,738 $104K <0.01% 0 Timeline LYV LIVE NATION ENTERTAINMENT IN More: the full row for LIVE NATION ENTERTAINMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 595 shares; 2024Q4: 278 shares; 2025Q1: 218 shares; 2025Q2: 218 shares; 2025Q3: 1,101 shares; 2025Q4: 717 shares 717 $102K <0.01% -384 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 403 shares; 2024Q4: 464 shares; 2025Q1: 425 shares; 2025Q2: 525 shares; 2025Q3: 563 shares; 2025Q4: 543 shares 543 $101K <0.01% -20 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: 100 shares; 2024Q4: 201 shares; 2025Q1: not reported; 2025Q2: 245 shares; 2025Q3: 259 shares; 2025Q4: 255 shares 255 $99.2K <0.01% -4 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 3,660 shares; 2025Q1: 2,660 shares; 2025Q2: 1,378 shares; 2025Q3: 1,073 shares; 2025Q4: 900 shares 900 $99.2K <0.01% -173 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: 649 shares; 2024Q4: 88 shares; 2025Q1: 602 shares; 2025Q2: 71 shares; 2025Q3: 506 shares; 2025Q4: 440 shares 440 $98.4K <0.01% -66 Timeline AGYS AGILYSYS INC More: the full row for AGILYSYS 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: 817 shares; 2025Q3: 1,374 shares; 2025Q4: 817 shares 817 $97.1K <0.01% -557 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: 471 shares; 2024Q4: 389 shares; 2025Q1: 343 shares; 2025Q2: 1,236 shares; 2025Q3: 1,271 shares; 2025Q4: 1,521 shares 1,521 $96.5K <0.01% +250 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 360 shares; 2024Q4: 120 shares; 2025Q1: 120 shares; 2025Q2: 1,370 shares; 2025Q3: 2,900 shares; 2025Q4: 1,910 shares 1,910 $94.8K <0.01% -990 Timeline YETI YETI HLDGS INC More: the full row for YETI HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,294 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,139 shares; 2025Q3: 2,139 shares; 2025Q4: 2,139 shares 2,139 $94.5K <0.01% 0 Timeline IYF 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: 729 shares; 2024Q4: 729 shares; 2025Q1: 729 shares; 2025Q2: 729 shares; 2025Q3: 729 shares; 2025Q4: 729 shares 729 $94K <0.01% 0 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 440 shares; 2024Q4: 440 shares; 2025Q1: 1,440 shares; 2025Q2: 440 shares; 2025Q3: 1,440 shares; 2025Q4: 1,440 shares 1,440 $92.8K <0.01% 0 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 225 shares; 2024Q4: 428 shares; 2025Q1: 1,149 shares; 2025Q2: 407 shares; 2025Q3: 478 shares; 2025Q4: 448 shares 448 $92K <0.01% -30 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,446 shares; 2024Q4: 916 shares; 2025Q1: 916 shares; 2025Q2: 916 shares; 2025Q3: 385 shares; 2025Q4: 692 shares 692 $91.1K <0.01% +307 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 27 shares; 2025Q4: 356 shares 356 $89.4K <0.01% +329 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,009 shares; 2025Q1: 4,504 shares; 2025Q2: 206 shares; 2025Q3: 815 shares; 2025Q4: 617 shares 617 $88.8K <0.01% -198 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,963 shares; 2025Q1: 3,963 shares; 2025Q2: 2,011 shares; 2025Q3: 1,999 shares; 2025Q4: 1,963 shares 1,963 $88.7K <0.01% -36 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: 534 shares; 2024Q4: 432 shares; 2025Q1: 1,200 shares; 2025Q2: 457 shares; 2025Q3: 1,011 shares; 2025Q4: 481 shares 481 $88.6K <0.01% -530 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,839 shares; 2024Q4: 2,980 shares; 2025Q1: 1,541 shares; 2025Q2: 860 shares; 2025Q3: 607 shares; 2025Q4: 679 shares 679 $87.6K <0.01% +72 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: 44 shares; 2024Q4: 279 shares; 2025Q1: 809 shares; 2025Q2: 396 shares; 2025Q3: 1,913 shares; 2025Q4: 1,094 shares 1,094 $87.2K <0.01% -819 Timeline NEU NEWMARKET CORP More: the full row for NEWMARKET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 125 shares 125 $86.3K <0.01% 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: 79 shares; 2024Q4: 140 shares; 2025Q1: 157 shares; 2025Q2: 100 shares; 2025Q3: 205 shares; 2025Q4: 106 shares 106 $85.8K <0.01% -99 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,826 shares; 2024Q4: 6,439 shares; 2025Q1: 7,688 shares; 2025Q2: 4,754 shares; 2025Q3: 1,512 shares; 2025Q4: 1,342 shares 1,342 $85.7K <0.01% -170 Timeline KLRS KALARIS THERAPEUTICS INC More: the full row for KALARIS THERAPEUTICS 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: 10,000 shares; 2025Q4: 10,000 shares 10,000 $84.4K <0.01% 0 Timeline WTW WILLIS TOWERS WATSON PLC LTD More: the full row for WILLIS TOWERS WATSON PLC LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 338 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 259 shares; 2025Q4: 256 shares 256 $84.4K <0.01% -3 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,676 shares; 2024Q4: 5,590 shares; 2025Q1: 7,127 shares; 2025Q2: 5,567 shares; 2025Q3: 735 shares; 2025Q4: 516 shares 516 $83.9K <0.01% -219 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25 shares; 2024Q4: 105 shares; 2025Q1: 66 shares; 2025Q2: 66 shares; 2025Q3: 1,796 shares; 2025Q4: 816 shares 816 $83.9K <0.01% -980 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 424 shares; 2024Q4: 424 shares; 2025Q1: 525 shares; 2025Q2: 292 shares; 2025Q3: 5,338 shares; 2025Q4: 1,971 shares 1,971 $82.3K <0.01% -3,367 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20 shares; 2024Q4: 27 shares; 2025Q1: 17 shares; 2025Q2: 10 shares; 2025Q3: 13 shares; 2025Q4: 24 shares 24 $81.4K <0.01% +11 Timeline BFC BANK FIRST CORP More: the full row for BANK FIRST CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 665 shares; 2024Q4: 665 shares; 2025Q1: 665 shares; 2025Q2: 665 shares; 2025Q3: 665 shares; 2025Q4: 665 shares 665 $81.3K <0.01% 0 Timeline ARWR ARROWHEAD PHARMACEUTICALS IN More: the full row for ARROWHEAD PHARMACEUTICALS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,215 shares; 2025Q2: 1,215 shares; 2025Q3: 1,215 shares; 2025Q4: 1,215 shares 1,215 $80.7K <0.01% 0 Timeline ETHE GRAYSCALE ETHEREUM STAKING E More: the full row for GRAYSCALE ETHEREUM STAKING E 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: 3,300 shares 3,300 $80.4K <0.01% new Timeline VIAV VIAVI SOLUTIONS INC More: the full row for VIAVI SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 565 shares; 2024Q4: 447 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,430 shares; 2025Q4: 4,427 shares 4,427 $78.9K <0.01% +997 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: 5,621 shares; 2024Q4: not reported; 2025Q1: 4,154 shares; 2025Q2: not reported; 2025Q3: 700 shares; 2025Q4: 888 shares 888 $77.6K <0.01% +188 Timeline ETSY ETSY INC More: the full row for ETSY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 132 shares; 2024Q4: 1,270 shares; 2025Q1: 132 shares; 2025Q2: 1,531 shares; 2025Q3: 1,531 shares; 2025Q4: 1,399 shares 1,399 $77.6K <0.01% -132 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59 shares; 2024Q4: 31 shares; 2025Q1: 1,390 shares; 2025Q2: 1,453 shares; 2025Q3: 1,967 shares; 2025Q4: 1,046 shares 1,046 $77.3K <0.01% -921 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30 shares; 2024Q4: 30 shares; 2025Q1: 52 shares; 2025Q2: 38 shares; 2025Q3: 64 shares; 2025Q4: 38 shares 38 $76.5K <0.01% -26 Timeline HOG HARLEY DAVIDSON INC More: the full row for HARLEY DAVIDSON 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: 24 shares; 2025Q3: 3,717 shares; 2025Q4: 3,705 shares 3,705 $75.9K <0.01% -12 Timeline DLTR DOLLAR TREE INC More: the full row for DOLLAR TREE 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: 998 shares; 2025Q2: 543 shares; 2025Q3: 626 shares; 2025Q4: 617 shares 617 $75.9K <0.01% -9 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: 170 shares; 2024Q4: 170 shares; 2025Q1: 970 shares; 2025Q2: 450 shares; 2025Q3: 1,587 shares; 2025Q4: 367 shares 367 $75.2K <0.01% -1,220 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: 1,188 shares; 2024Q4: 4,752 shares; 2025Q1: 3,212 shares; 2025Q2: 2,303 shares; 2025Q3: 2,300 shares; 2025Q4: 2,300 shares 2,300 $75K <0.01% 0 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: 194 shares; 2024Q4: 238 shares; 2025Q1: 746 shares; 2025Q2: 231 shares; 2025Q3: 535 shares; 2025Q4: 335 shares 335 $74.8K <0.01% -200 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,114 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 609 shares; 2025Q3: 964 shares; 2025Q4: 635 shares 635 $74.6K <0.01% -329 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: 351 shares; 2024Q4: 351 shares; 2025Q1: 351 shares; 2025Q2: 351 shares; 2025Q3: 383 shares; 2025Q4: 676 shares 676 $74.5K <0.01% +293 Timeline SUSB 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: 2,953 shares; 2024Q4: 2,953 shares; 2025Q1: 2,953 shares; 2025Q2: 2,953 shares; 2025Q3: 2,953 shares; 2025Q4: 2,953 shares 2,953 $74.5K <0.01% 0 Timeline MLKN MILLERKNOLL INC More: the full row for MILLERKNOLL 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: 4,000 shares; 2025Q4: 4,000 shares 4,000 $73.9K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 500 shares; 2025Q4: 500 shares 500 $73.5K <0.01% 0 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,900 shares; 2024Q4: 2,900 shares; 2025Q1: 2,900 shares; 2025Q2: 2,900 shares; 2025Q3: 3,125 shares; 2025Q4: 3,034 shares 3,034 $73.3K <0.01% -91 Timeline VWOB 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: 675 shares; 2024Q4: 1,485 shares; 2025Q1: 1,345 shares; 2025Q2: 1,085 shares; 2025Q3: 1,085 shares; 2025Q4: 1,085 shares 1,085 $73.2K <0.01% 0 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 629 shares; 2024Q4: 328 shares; 2025Q1: 328 shares; 2025Q2: 625 shares; 2025Q3: 242 shares; 2025Q4: 242 shares 242 $73.1K <0.01% 0 Timeline AMBA AMBARELLA INC More: the full row for AMBARELLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 924 shares; 2025Q1: not reported; 2025Q2: 1,018 shares; 2025Q3: 1,018 shares; 2025Q4: 1,018 shares 1,018 $72.1K <0.01% 0 Timeline UL UNILEVER PLC More: the full row for UNILEVER 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: not reported; 2025Q4: 1,093 shares 1,093 $71.5K <0.01% new Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5 shares; 2024Q4: 23 shares; 2025Q1: 301 shares; 2025Q2: 10 shares; 2025Q3: 137 shares; 2025Q4: 396 shares 396 $71.3K <0.01% +259 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,250 shares; 2025Q1: 2,250 shares; 2025Q2: 2,653 shares; 2025Q3: 2,653 shares; 2025Q4: 1,400 shares 1,400 $70.4K <0.01% -1,253 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: 2,257 shares; 2024Q4: 1,411 shares; 2025Q1: 1,411 shares; 2025Q2: 1,411 shares; 2025Q3: 565 shares; 2025Q4: 726 shares 726 $70.3K <0.01% +161 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11 shares; 2024Q4: not reported; 2025Q1: 428 shares; 2025Q2: not reported; 2025Q3: 26 shares; 2025Q4: 330 shares 330 $69.9K <0.01% +304 Timeline PXH INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,334 shares; 2025Q1: 5,334 shares; 2025Q2: 5,334 shares; 2025Q3: 2,634 shares; 2025Q4: 2,634 shares 2,634 $68K <0.01% 0 Timeline SPHD INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,407 shares; 2024Q4: 1,407 shares; 2025Q1: 1,407 shares; 2025Q2: 1,407 shares; 2025Q3: 1,407 shares; 2025Q4: 1,407 shares 1,407 $67.5K <0.01% 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: 863 shares; 2024Q4: 587 shares; 2025Q1: 475 shares; 2025Q2: 475 shares; 2025Q3: 574 shares; 2025Q4: 1,007 shares 1,007 $67.5K <0.01% +433 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: 129 shares; 2024Q4: 115 shares; 2025Q1: 115 shares; 2025Q2: 63 shares; 2025Q3: 63 shares; 2025Q4: 63 shares 63 $67.4K <0.01% 0 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 613 shares; 2024Q4: 53 shares; 2025Q1: 486 shares; 2025Q2: not reported; 2025Q3: 276 shares; 2025Q4: 578 shares 578 $67.2K <0.01% +302 Timeline FESM 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,740 shares 1,740 $65.7K <0.01% new 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: 5 shares; 2024Q4: 20 shares; 2025Q1: 22 shares; 2025Q2: 108 shares; 2025Q3: 210 shares; 2025Q4: 143 shares 143 $64.9K <0.01% -67 Timeline CNH CNH INDL N V More: the full row for CNH INDL N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,000 shares 7,000 $64.5K <0.01% new Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 146 shares; 2024Q4: not reported; 2025Q1: 2,831 shares; 2025Q2: 1,182 shares; 2025Q3: 4,406 shares; 2025Q4: 1,305 shares 1,305 $64.5K <0.01% -3,101 Timeline ATI ATI INC More: the full row for ATI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 700 shares; 2024Q4: 700 shares; 2025Q1: 700 shares; 2025Q2: 700 shares; 2025Q3: 550 shares; 2025Q4: 550 shares 550 $63.1K <0.01% 0 Timeline SUN SUNOCO LP/SUNOCO FIN CORP More: the full row for SUNOCO LP/SUNOCO FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,200 shares; 2024Q4: 1,200 shares; 2025Q1: 1,200 shares; 2025Q2: 1,200 shares; 2025Q3: 1,200 shares; 2025Q4: 1,200 shares 1,200 $62.9K <0.01% 0 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39 shares; 2024Q4: 104 shares; 2025Q1: 48 shares; 2025Q2: 137 shares; 2025Q3: 142 shares; 2025Q4: 141 shares 141 $62.6K <0.01% -1 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,381 shares; 2025Q3: 4,657 shares; 2025Q4: 1,431 shares 1,431 $62.3K <0.01% -3,226 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7 shares; 2024Q4: 270 shares; 2025Q1: 943 shares; 2025Q2: 270 shares; 2025Q3: 622 shares; 2025Q4: 351 shares 351 $61.6K <0.01% -271 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: 14 shares; 2024Q4: 52 shares; 2025Q1: 84 shares; 2025Q2: 27 shares; 2025Q3: 60 shares; 2025Q4: 36 shares 36 $60.9K <0.01% -24 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 86 shares; 2025Q4: 538 shares 538 $60.8K <0.01% +452 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 501 shares; 2024Q4: 84 shares; 2025Q1: 53 shares; 2025Q2: 75 shares; 2025Q3: 2,388 shares; 2025Q4: 731 shares 731 $60K <0.01% -1,657 Timeline MDU MDU RES GROUP INC More: the full row for MDU RES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,037 shares; 2025Q1: 3,037 shares; 2025Q2: 3,037 shares; 2025Q3: 3,037 shares; 2025Q4: 3,037 shares 3,037 $59.8K <0.01% 0 Timeline RRX REGAL REXNORD CORPORATION More: the full row for REGAL REXNORD CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,170 shares; 2024Q4: not reported; 2025Q1: 1,910 shares; 2025Q2: not reported; 2025Q3: 415 shares; 2025Q4: 415 shares 415 $58.4K <0.01% 0 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,041 shares; 2025Q1: 4,577 shares; 2025Q2: 4,058 shares; 2025Q3: 2,157 shares; 2025Q4: 2,041 shares 2,041 $58.1K <0.01% -116 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68 shares; 2024Q4: 44 shares; 2025Q1: 99 shares; 2025Q2: 35 shares; 2025Q3: 188 shares; 2025Q4: 172 shares 172 $55.7K <0.01% -16 Timeline PIO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,255 shares; 2024Q4: 1,255 shares; 2025Q1: 1,255 shares; 2025Q2: 1,255 shares; 2025Q3: 1,255 shares; 2025Q4: 1,255 shares 1,255 $55.4K <0.01% 0 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,704 shares; 2025Q1: 10,443 shares; 2025Q2: 11,539 shares; 2025Q3: 11,070 shares; 2025Q4: 417 shares 417 $54.3K <0.01% -10,653 Timeline XYL XYLEM INC More: the full row for XYLEM 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: 521 shares; 2025Q4: 398 shares 398 $54.2K <0.01% -123 Timeline BWX 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: 2,400 shares; 2024Q4: 2,400 shares; 2025Q1: 2,400 shares; 2025Q2: 2,427 shares; 2025Q3: 2,400 shares; 2025Q4: 2,400 shares 2,400 $54.1K <0.01% 0 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2 shares; 2024Q4: 13 shares; 2025Q1: 8 shares; 2025Q2: 8 shares; 2025Q3: 25 shares; 2025Q4: 25 shares 25 $53.7K <0.01% 0 Timeline SPYX 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: 2,256 shares; 2024Q4: 3,615 shares; 2025Q1: 3,432 shares; 2025Q2: 2,826 shares; 2025Q3: 951 shares; 2025Q4: 951 shares 951 $53.4K <0.01% 0 Timeline KNF KNIFE RIVER CORP More: the full row for KNIFE RIVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 759 shares; 2025Q1: 759 shares; 2025Q2: 759 shares; 2025Q3: 759 shares; 2025Q4: 759 shares 759 $53.4K <0.01% 0 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 198 shares; 2024Q4: 190 shares; 2025Q1: 151 shares; 2025Q2: 251 shares; 2025Q3: 280 shares; 2025Q4: 424 shares 424 $53.4K <0.01% +144 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 191 shares; 2024Q4: 178 shares; 2025Q1: 844 shares; 2025Q2: 421 shares; 2025Q3: 941 shares; 2025Q4: 401 shares 401 $53.2K <0.01% -540 Timeline REZI RESIDEO TECHNOLOGIES INC More: the full row for RESIDEO TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares 1,500 $52.7K <0.01% 0 Timeline HYS 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: 826 shares; 2024Q4: 1,151 shares; 2025Q1: 1,151 shares; 2025Q2: 951 shares; 2025Q3: 851 shares; 2025Q4: 551 shares 551 $52.6K <0.01% -300 Timeline BIPC BROOKFIELD INFRASTRUCTURE CO More: the full row for BROOKFIELD INFRASTRUCTURE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 513 shares; 2025Q1: 318 shares; 2025Q2: 318 shares; 2025Q3: 1,147 shares; 2025Q4: 1,147 shares 1,147 $52.1K <0.01% 0 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58 shares; 2024Q4: 155 shares; 2025Q1: 93 shares; 2025Q2: 63 shares; 2025Q3: 163 shares; 2025Q4: 394 shares 394 $51.4K <0.01% +231 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: 800 shares; 2024Q4: 700 shares; 2025Q1: 700 shares; 2025Q2: 700 shares; 2025Q3: 976 shares; 2025Q4: 638 shares 638 $50.9K <0.01% -338 Timeline