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: 1,319,922 shares; 2024Q4: 1,315,847 shares; 2025Q1: 1,319,410 shares; 2025Q2: 1,342,450 shares; 2025Q3: 1,366,550 shares; 2025Q4: 1,410,609 shares 1,410,609 $966M 7.9% +44,059 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: 1,290,064 shares; 2024Q4: 1,329,268 shares; 2025Q1: 1,360,302 shares; 2025Q2: 1,405,034 shares; 2025Q3: 1,426,322 shares; 2025Q4: 1,403,281 shares 1,403,281 $524M 4.28% -23,041 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,900,164 shares; 2024Q4: 1,873,164 shares; 2025Q1: 1,893,018 shares; 2025Q2: 1,905,789 shares; 2025Q3: 1,900,050 shares; 2025Q4: 1,860,944 shares 1,860,944 $506M 4.14% -39,106 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: 739,870 shares; 2024Q4: 773,198 shares; 2025Q1: 801,439 shares; 2025Q2: 823,603 shares; 2025Q3: 829,466 shares; 2025Q4: 828,230 shares 828,230 $401M 3.27% -1,236 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: 1,240,140 shares; 2024Q4: 1,243,885 shares; 2025Q1: 1,232,498 shares; 2025Q2: 1,240,320 shares; 2025Q3: 1,183,389 shares; 2025Q4: 1,137,465 shares 1,137,465 $356M 2.91% -45,924 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: 2,283,779 shares; 2024Q4: 2,312,831 shares; 2025Q1: 2,339,447 shares; 2025Q2: 2,317,146 shares; 2025Q3: 2,306,381 shares; 2025Q4: 2,315,120 shares 2,315,120 $332M 2.71% +8,739 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: 2,432,586 shares; 2024Q4: 2,518,732 shares; 2025Q1: 2,585,438 shares; 2025Q2: 2,614,856 shares; 2025Q3: 2,671,300 shares; 2025Q4: 2,817,442 shares 2,817,442 $271M 2.22% +146,142 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: 1,323,953 shares; 2024Q4: 1,332,689 shares; 2025Q1: 1,388,176 shares; 2025Q2: 1,367,767 shares; 2025Q3: 1,405,680 shares; 2025Q4: 1,403,909 shares 1,403,909 $229M 1.87% -1,771 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: 793,838 shares; 2024Q4: 842,884 shares; 2025Q1: 873,878 shares; 2025Q2: 920,257 shares; 2025Q3: 920,989 shares; 2025Q4: 930,535 shares 930,535 $215M 1.76% +9,546 Timeline ILOW AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS 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: 3,590,667 shares; 2025Q2: 4,152,063 shares; 2025Q3: 4,574,505 shares; 2025Q4: 4,899,916 shares 4,899,916 $209M 1.71% +325,411 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: 1,903,732 shares; 2024Q4: 2,012,696 shares; 2025Q1: 2,181,104 shares; 2025Q2: 2,310,042 shares; 2025Q3: 2,518,779 shares; 2025Q4: 2,723,302 shares 2,723,302 $200M 1.64% +204,523 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: 3,274,316 shares; 2024Q4: 3,213,244 shares; 2025Q1: 3,116,861 shares; 2025Q2: 3,093,148 shares; 2025Q3: 3,072,230 shares; 2025Q4: 3,048,735 shares 3,048,735 $183M 1.5% -23,495 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,533,059 shares; 2024Q4: 1,576,002 shares; 2025Q1: 1,704,025 shares; 2025Q2: 1,747,061 shares; 2025Q3: 1,717,696 shares; 2025Q4: 1,584,100 shares 1,584,100 $162M 1.32% -133,596 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: 294,843 shares; 2024Q4: 290,236 shares; 2025Q1: 280,340 shares; 2025Q2: 280,445 shares; 2025Q3: 279,241 shares; 2025Q4: 281,823 shares 281,823 $161M 1.32% +2,582 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: 1,958,289 shares; 2024Q4: 1,934,969 shares; 2025Q1: 1,873,820 shares; 2025Q2: 1,868,135 shares; 2025Q3: 1,577,127 shares; 2025Q4: 1,555,679 shares 1,555,679 $151M 1.24% -21,448 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: 560,965 shares; 2024Q4: 597,780 shares; 2025Q1: 644,548 shares; 2025Q2: 645,961 shares; 2025Q3: 664,705 shares; 2025Q4: 656,739 shares 656,739 $150M 1.23% -7,966 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: 387,562 shares; 2024Q4: 387,017 shares; 2025Q1: 364,624 shares; 2025Q2: 357,020 shares; 2025Q3: 397,472 shares; 2025Q4: 419,583 shares 419,583 $147M 1.2% +22,111 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: 1,241,845 shares; 2024Q4: 1,201,099 shares; 2025Q1: 1,167,496 shares; 2025Q2: 1,129,510 shares; 2025Q3: 1,100,064 shares; 2025Q4: 1,051,869 shares 1,051,869 $142M 1.16% -48,195 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: 1,390,201 shares; 2024Q4: 4,713,155 shares; 2025Q1: 4,841,305 shares; 2025Q2: 4,887,034 shares; 2025Q3: 5,023,680 shares; 2025Q4: 5,075,689 shares 5,075,689 $137M 1.12% +52,009 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: 1,057,084 shares; 2024Q4: 1,109,997 shares; 2025Q1: 1,134,038 shares; 2025Q2: 1,169,737 shares; 2025Q3: 1,171,506 shares; 2025Q4: 1,170,482 shares 1,170,482 $135M 1.1% -1,024 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: 914,767 shares; 2024Q4: 909,966 shares; 2025Q1: 905,342 shares; 2025Q2: 891,249 shares; 2025Q3: 885,902 shares; 2025Q4: 872,238 shares 872,238 $134M 1.1% -13,664 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: 1,806,488 shares; 2024Q4: 1,815,769 shares; 2025Q1: 1,872,409 shares; 2025Q2: 1,924,229 shares; 2025Q3: 1,979,718 shares; 2025Q4: 1,978,399 shares 1,978,399 $129M 1.05% -1,319 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: 1,239,008 shares; 2024Q4: 1,391,563 shares; 2025Q1: 1,434,920 shares; 2025Q2: 1,728,951 shares; 2025Q3: 1,902,976 shares; 2025Q4: 2,025,712 shares 2,025,712 $127M 1.03% +122,736 Timeline AXS AXIS CAP HLDGS LTD More: the full row for AXIS CAP HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,346,443 shares; 2024Q4: 1,312,018 shares; 2025Q1: 1,234,506 shares; 2025Q2: 1,216,361 shares; 2025Q3: 1,222,932 shares; 2025Q4: 1,171,996 shares 1,171,996 $126M 1.03% -50,936 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: 409,487 shares; 2024Q4: 413,283 shares; 2025Q1: 406,039 shares; 2025Q2: 399,623 shares; 2025Q3: 388,269 shares; 2025Q4: 369,038 shares 369,038 $125M 1.02% -19,231 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: 997,208 shares; 2024Q4: 1,009,560 shares; 2025Q1: 999,886 shares; 2025Q2: 988,641 shares; 2025Q3: 975,877 shares; 2025Q4: 985,964 shares 985,964 $124M 1.01% +10,087 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: 546,587 shares; 2024Q4: 545,004 shares; 2025Q1: 543,610 shares; 2025Q2: 549,636 shares; 2025Q3: 553,840 shares; 2025Q4: 559,422 shares 559,422 $123M 1% +5,582 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: 777,475 shares; 2024Q4: 792,982 shares; 2025Q1: 809,506 shares; 2025Q2: 837,953 shares; 2025Q3: 799,534 shares; 2025Q4: 778,901 shares 778,901 $119M 0.97% -20,633 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: 1,112,249 shares; 2024Q4: 1,181,625 shares; 2025Q1: 1,224,229 shares; 2025Q2: 1,263,596 shares; 2025Q3: 1,276,772 shares; 2025Q4: 1,234,101 shares 1,234,101 $116M 0.95% -42,671 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: 366,019 shares; 2024Q4: 367,875 shares; 2025Q1: 381,322 shares; 2025Q2: 392,504 shares; 2025Q3: 390,669 shares; 2025Q4: 381,510 shares 381,510 $116M 0.95% -9,159 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: 430,423 shares; 2024Q4: 426,984 shares; 2025Q1: 424,367 shares; 2025Q2: 427,561 shares; 2025Q3: 429,780 shares; 2025Q4: 425,299 shares 425,299 $115M 0.94% -4,481 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: 1,438,660 shares; 2024Q4: 1,458,691 shares; 2025Q1: 1,487,846 shares; 2025Q2: 1,482,349 shares; 2025Q3: 1,491,381 shares; 2025Q4: 1,493,460 shares 1,493,460 $104M 0.85% +2,079 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: 65,459 shares; 2024Q4: 82,646 shares; 2025Q1: 93,831 shares; 2025Q2: 100,866 shares; 2025Q3: 103,143 shares; 2025Q4: 96,236 shares 96,236 $103M 0.84% -6,907 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: 375,290 shares; 2024Q4: 381,546 shares; 2025Q1: 383,436 shares; 2025Q2: 405,667 shares; 2025Q3: 394,760 shares; 2025Q4: 362,347 shares 362,347 $97.2M 0.79% -32,413 Timeline QUAL 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: 461,433 shares; 2024Q4: 477,473 shares; 2025Q1: 491,753 shares; 2025Q2: 474,242 shares; 2025Q3: 480,655 shares; 2025Q4: 488,614 shares 488,614 $97M 0.79% +7,959 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: 318,260 shares; 2024Q4: 317,356 shares; 2025Q1: 321,535 shares; 2025Q2: 317,780 shares; 2025Q3: 317,788 shares; 2025Q4: 314,827 shares 314,827 $96.2M 0.79% -2,961 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: 279,514 shares; 2024Q4: 282,330 shares; 2025Q1: 283,248 shares; 2025Q2: 289,084 shares; 2025Q3: 288,448 shares; 2025Q4: 284,390 shares 284,390 $93.5M 0.76% -4,058 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: 460,455 shares; 2024Q4: 460,996 shares; 2025Q1: 461,278 shares; 2025Q2: 452,427 shares; 2025Q3: 456,734 shares; 2025Q4: 486,150 shares 486,150 $90.2M 0.74% +29,416 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: 126,237 shares; 2024Q4: 132,809 shares; 2025Q1: 130,115 shares; 2025Q2: 130,724 shares; 2025Q3: 130,482 shares; 2025Q4: 130,618 shares 130,618 $89.1M 0.73% +136 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: 860,918 shares; 2024Q4: 807,690 shares; 2025Q1: 784,093 shares; 2025Q2: 763,829 shares; 2025Q3: 755,338 shares; 2025Q4: 734,990 shares 734,990 $81.9M 0.67% -20,348 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: 393,344 shares; 2024Q4: 395,511 shares; 2025Q1: 413,480 shares; 2025Q2: 413,578 shares; 2025Q3: 412,983 shares; 2025Q4: 418,588 shares 418,588 $81.7M 0.67% +5,605 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: 336,610 shares; 2024Q4: 325,821 shares; 2025Q1: 355,567 shares; 2025Q2: 387,953 shares; 2025Q3: 401,235 shares; 2025Q4: 430,258 shares 430,258 $80.2M 0.66% +29,023 Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 307,311 shares; 2024Q4: 307,566 shares; 2025Q1: 331,047 shares; 2025Q2: 338,366 shares; 2025Q3: 337,659 shares; 2025Q4: 333,522 shares 333,522 $80.2M 0.66% -4,137 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: 260,612 shares; 2024Q4: 259,188 shares; 2025Q1: 261,359 shares; 2025Q2: 261,800 shares; 2025Q3: 262,191 shares; 2025Q4: 254,649 shares 254,649 $79.9M 0.65% -7,542 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: 282,889 shares; 2024Q4: 285,950 shares; 2025Q1: 318,204 shares; 2025Q2: 320,292 shares; 2025Q3: 320,202 shares; 2025Q4: 321,267 shares 321,267 $79.1M 0.65% +1,065 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: 295,770 shares; 2024Q4: 294,016 shares; 2025Q1: 297,982 shares; 2025Q2: 311,406 shares; 2025Q3: 312,463 shares; 2025Q4: 325,378 shares 325,378 $78.5M 0.64% +12,915 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: 401,975 shares; 2024Q4: 494,956 shares; 2025Q1: 518,317 shares; 2025Q2: 547,679 shares; 2025Q3: 555,743 shares; 2025Q4: 546,558 shares 546,558 $78.4M 0.64% -9,185 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: 80,754 shares; 2024Q4: 80,943 shares; 2025Q1: 82,732 shares; 2025Q2: 83,041 shares; 2025Q3: 103,839 shares; 2025Q4: 115,969 shares 115,969 $76.8M 0.63% +12,130 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: 166,100 shares; 2024Q4: 176,956 shares; 2025Q1: 195,259 shares; 2025Q2: 204,486 shares; 2025Q3: 209,934 shares; 2025Q4: 210,608 shares 210,608 $74M 0.61% +674 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: 232,838 shares; 2024Q4: 231,772 shares; 2025Q1: 225,104 shares; 2025Q2: 230,250 shares; 2025Q3: 229,006 shares; 2025Q4: 227,654 shares 227,654 $73.4M 0.6% -1,352 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: 86,250 shares; 2024Q4: 94,348 shares; 2025Q1: 102,703 shares; 2025Q2: 109,486 shares; 2025Q3: 114,610 shares; 2025Q4: 119,215 shares 119,215 $73.2M 0.6% +4,605 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: 88,233 shares; 2024Q4: 85,650 shares; 2025Q1: 85,581 shares; 2025Q2: 85,210 shares; 2025Q3: 84,919 shares; 2025Q4: 84,532 shares 84,532 $72.9M 0.6% -387 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: 207,521 shares; 2024Q4: 219,224 shares; 2025Q1: 221,311 shares; 2025Q2: 219,750 shares; 2025Q3: 235,602 shares; 2025Q4: 282,631 shares 282,631 $69.6M 0.57% +47,029 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 152,149 shares; 2024Q4: 154,311 shares; 2025Q1: 154,858 shares; 2025Q2: 157,812 shares; 2025Q3: 162,291 shares; 2025Q4: 152,529 shares 152,529 $67.9M 0.55% -9,762 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,976 shares; 2024Q4: 18,814 shares; 2025Q1: 264,452 shares; 2025Q2: 314,937 shares; 2025Q3: 351,635 shares; 2025Q4: 361,605 shares 361,605 $65.8M 0.54% +9,970 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: 568,662 shares; 2024Q4: 570,342 shares; 2025Q1: 567,682 shares; 2025Q2: 602,558 shares; 2025Q3: 591,657 shares; 2025Q4: 478,475 shares 478,475 $65.4M 0.53% -113,182 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: not reported; 2024Q4: not reported; 2025Q1: 154,561 shares; 2025Q2: 330,506 shares; 2025Q3: 433,964 shares; 2025Q4: 444,060 shares 444,060 $64.3M 0.53% +10,096 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: 140,011 shares; 2024Q4: 138,102 shares; 2025Q1: 136,404 shares; 2025Q2: 139,691 shares; 2025Q3: 142,462 shares; 2025Q4: 141,779 shares 141,779 $63.8M 0.52% -683 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: 311,779 shares; 2024Q4: 329,176 shares; 2025Q1: 342,669 shares; 2025Q2: 378,398 shares; 2025Q3: 393,541 shares; 2025Q4: 494,632 shares 494,632 $59.4M 0.49% +101,091 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: 168,563 shares; 2024Q4: 164,605 shares; 2025Q1: 163,483 shares; 2025Q2: 162,474 shares; 2025Q3: 162,328 shares; 2025Q4: 160,229 shares 160,229 $59.3M 0.48% -2,099 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: 136,783 shares; 2024Q4: 140,100 shares; 2025Q1: 143,457 shares; 2025Q2: 149,336 shares; 2025Q3: 158,499 shares; 2025Q4: 168,904 shares 168,904 $58.5M 0.48% +10,405 Timeline FHN FIRST HORIZON CORPORATION More: the full row for FIRST HORIZON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,589,253 shares; 2024Q4: 2,661,592 shares; 2025Q1: 2,785,777 shares; 2025Q2: 3,152,122 shares; 2025Q3: 3,119,409 shares; 2025Q4: 2,424,295 shares 2,424,295 $57.9M 0.47% -695,114 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: 617,135 shares; 2024Q4: 583,898 shares; 2025Q1: 574,950 shares; 2025Q2: 596,196 shares; 2025Q3: 590,276 shares; 2025Q4: 577,536 shares 577,536 $55.5M 0.45% -12,740 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: 427,209 shares; 2024Q4: 426,150 shares; 2025Q1: 420,320 shares; 2025Q2: 404,889 shares; 2025Q3: 402,757 shares; 2025Q4: 403,273 shares 403,273 $55.2M 0.45% +516 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: 98,912 shares; 2024Q4: 98,438 shares; 2025Q1: 98,162 shares; 2025Q2: 112,779 shares; 2025Q3: 115,618 shares; 2025Q4: 116,211 shares 116,211 $55M 0.45% +593 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: 522,426 shares; 2024Q4: 518,289 shares; 2025Q1: 491,188 shares; 2025Q2: 489,773 shares; 2025Q3: 482,858 shares; 2025Q4: 428,831 shares 428,831 $54M 0.44% -54,027 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: 474,090 shares; 2024Q4: 481,393 shares; 2025Q1: 483,011 shares; 2025Q2: 502,632 shares; 2025Q3: 510,353 shares; 2025Q4: 542,662 shares 542,662 $52.1M 0.43% +32,309 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: 154,245 shares; 2024Q4: 127,161 shares; 2025Q1: 114,481 shares; 2025Q2: 104,004 shares; 2025Q3: 101,587 shares; 2025Q4: 99,312 shares 99,312 $51.9M 0.42% -2,275 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: 86,197 shares; 2024Q4: 86,872 shares; 2025Q1: 88,328 shares; 2025Q2: 90,407 shares; 2025Q3: 91,368 shares; 2025Q4: 91,528 shares 91,528 $46M 0.38% +160 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: 73,065 shares; 2024Q4: 70,742 shares; 2025Q1: 72,310 shares; 2025Q2: 71,606 shares; 2025Q3: 72,966 shares; 2025Q4: 581,053 shares 581,053 $45.9M 0.38% +508,087 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: 43,035 shares; 2024Q4: 46,317 shares; 2025Q1: 51,555 shares; 2025Q2: 60,495 shares; 2025Q3: 71,236 shares; 2025Q4: 73,139 shares 73,139 $45.9M 0.37% +1,903 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: not reported; 2024Q4: not reported; 2025Q1: 8,191 shares; 2025Q2: 8,228 shares; 2025Q3: 849,566 shares; 2025Q4: 987,954 shares 987,954 $45M 0.37% +138,388 Timeline IEX IDEX CORP More: the full row for IDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,559 shares; 2024Q4: 254,842 shares; 2025Q1: 290,262 shares; 2025Q2: 310,743 shares; 2025Q3: 302,897 shares; 2025Q4: 241,162 shares 241,162 $42.9M 0.35% -61,735 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,968 shares; 2024Q4: 7,668 shares; 2025Q1: 7,258 shares; 2025Q2: 13,378 shares; 2025Q3: 17,277 shares; 2025Q4: 1,144,240 shares 1,144,240 $42.3M 0.35% +1,126,963 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 141,148 shares; 2024Q4: 139,015 shares; 2025Q1: 136,671 shares; 2025Q2: 134,194 shares; 2025Q3: 132,815 shares; 2025Q4: 130,507 shares 130,507 $41.7M 0.34% -2,308 Timeline UMBF UMB FINL CORP More: the full row for UMB FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,450 shares; 2024Q4: 21,450 shares; 2025Q1: 21,450 shares; 2025Q2: 21,491 shares; 2025Q3: 21,802 shares; 2025Q4: 362,118 shares 362,118 $41.7M 0.34% +340,316 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: 606,959 shares; 2024Q4: 611,745 shares; 2025Q1: 606,371 shares; 2025Q2: 629,522 shares; 2025Q3: 632,508 shares; 2025Q4: 625,871 shares 625,871 $41.3M 0.34% -6,637 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: 96,799 shares; 2024Q4: 94,607 shares; 2025Q1: 93,779 shares; 2025Q2: 94,945 shares; 2025Q3: 93,271 shares; 2025Q4: 91,270 shares 91,270 $40.5M 0.33% -2,001 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: 194,519 shares; 2024Q4: 194,753 shares; 2025Q1: 201,581 shares; 2025Q2: 189,105 shares; 2025Q3: 188,274 shares; 2025Q4: 185,090 shares 185,090 $38.3M 0.31% -3,184 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: 33,969 shares; 2024Q4: 34,597 shares; 2025Q1: 34,297 shares; 2025Q2: 34,778 shares; 2025Q3: 35,531 shares; 2025Q4: 35,489 shares 35,489 $38.1M 0.31% -42 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: 173,941 shares; 2024Q4: 933,150 shares; 2025Q1: 1,007,664 shares; 2025Q2: 1,058,434 shares; 2025Q3: 1,151,376 shares; 2025Q4: 1,145,183 shares 1,145,183 $37.4M 0.31% -6,193 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 288,025 shares; 2024Q4: 251,881 shares; 2025Q1: 258,866 shares; 2025Q2: 259,377 shares; 2025Q3: 258,957 shares; 2025Q4: 293,970 shares 293,970 $36.1M 0.3% +35,013 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 156,468 shares; 2025Q1: 161,824 shares; 2025Q2: 156,526 shares; 2025Q3: 158,735 shares; 2025Q4: 157,106 shares 157,106 $35.9M 0.29% -1,629 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: 26,129 shares; 2024Q4: 27,024 shares; 2025Q1: 25,909 shares; 2025Q2: 28,293 shares; 2025Q3: 45,456 shares; 2025Q4: 46,889 shares 46,889 $35.3M 0.29% +1,433 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: 108,688 shares; 2024Q4: 108,642 shares; 2025Q1: 107,116 shares; 2025Q2: 106,002 shares; 2025Q3: 106,098 shares; 2025Q4: 102,430 shares 102,430 $35.2M 0.29% -3,668 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: 141,695 shares; 2024Q4: 145,126 shares; 2025Q1: 156,164 shares; 2025Q2: 153,875 shares; 2025Q3: 141,521 shares; 2025Q4: 97,309 shares 97,309 $34.1M 0.28% -44,212 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: 27,595 shares; 2024Q4: 28,244 shares; 2025Q1: 30,070 shares; 2025Q2: 40,377 shares; 2025Q3: 46,950 shares; 2025Q4: 51,318 shares 51,318 $33.9M 0.28% +4,368 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: 134,311 shares; 2024Q4: 142,300 shares; 2025Q1: 146,053 shares; 2025Q2: 147,412 shares; 2025Q3: 150,809 shares; 2025Q4: 154,212 shares 154,212 $29M 0.24% +3,403 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: 40,561 shares; 2024Q4: 40,173 shares; 2025Q1: 39,916 shares; 2025Q2: 78,144 shares; 2025Q3: 88,653 shares; 2025Q4: 87,452 shares 87,452 $28.3M 0.23% -1,201 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: 143,019 shares; 2024Q4: 144,181 shares; 2025Q1: 145,407 shares; 2025Q2: 144,227 shares; 2025Q3: 145,056 shares; 2025Q4: 155,544 shares 155,544 $28.2M 0.23% +10,488 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: 373,336 shares; 2024Q4: 375,382 shares; 2025Q1: 370,855 shares; 2025Q2: 364,841 shares; 2025Q3: 357,124 shares; 2025Q4: 349,627 shares 349,627 $28.1M 0.23% -7,497 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: 475,626 shares; 2024Q4: 975,074 shares; 2025Q1: 1,018,700 shares; 2025Q2: 1,062,250 shares; 2025Q3: 1,119,338 shares; 2025Q4: 1,166,323 shares 1,166,323 $28M 0.23% +46,985 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: 635,907 shares; 2024Q4: 703,401 shares; 2025Q1: 690,987 shares; 2025Q2: 644,250 shares; 2025Q3: 571,365 shares; 2025Q4: 514,464 shares 514,464 $27.5M 0.22% -56,901 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: 139,299 shares; 2024Q4: 139,264 shares; 2025Q1: 140,902 shares; 2025Q2: 139,391 shares; 2025Q3: 140,168 shares; 2025Q4: 138,446 shares 138,446 $27M 0.22% -1,722 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: 221,994 shares; 2024Q4: 218,484 shares; 2025Q1: 229,059 shares; 2025Q2: 218,867 shares; 2025Q3: 217,547 shares; 2025Q4: 214,919 shares 214,919 $25.9M 0.21% -2,628 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: 97,088 shares; 2024Q4: 96,134 shares; 2025Q1: 96,427 shares; 2025Q2: 95,239 shares; 2025Q3: 95,938 shares; 2025Q4: 96,403 shares 96,403 $24.8M 0.2% +465 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: 72,391 shares; 2024Q4: 73,170 shares; 2025Q1: 73,808 shares; 2025Q2: 76,232 shares; 2025Q3: 76,656 shares; 2025Q4: 76,675 shares 76,675 $23.6M 0.19% +19 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: 70,251 shares; 2024Q4: 67,563 shares; 2025Q1: 69,913 shares; 2025Q2: 71,383 shares; 2025Q3: 70,335 shares; 2025Q4: 69,982 shares 69,982 $23.5M 0.19% -353 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: 133,918 shares; 2024Q4: 135,920 shares; 2025Q1: 155,588 shares; 2025Q2: 164,057 shares; 2025Q3: 177,929 shares; 2025Q4: 187,759 shares 187,759 $23.1M 0.19% +9,830 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: 35,762 shares; 2024Q4: 36,283 shares; 2025Q1: 36,316 shares; 2025Q2: 36,411 shares; 2025Q3: 36,722 shares; 2025Q4: 37,726 shares 37,726 $22.8M 0.19% +1,004 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: 62,463 shares; 2024Q4: 62,680 shares; 2025Q1: 63,421 shares; 2025Q2: 63,818 shares; 2025Q3: 63,175 shares; 2025Q4: 57,938 shares 57,938 $22.4M 0.18% -5,237 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: 304,127 shares; 2024Q4: 615,010 shares; 2025Q1: 662,863 shares; 2025Q2: 682,705 shares; 2025Q3: 705,013 shares; 2025Q4: 761,887 shares 761,887 $21.7M 0.18% +56,874 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: 183,876 shares; 2024Q4: 563,106 shares; 2025Q1: 594,465 shares; 2025Q2: 611,333 shares; 2025Q3: 622,871 shares; 2025Q4: 695,876 shares 695,876 $20.9M 0.17% +73,005 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: 79,289 shares; 2024Q4: 81,638 shares; 2025Q1: 83,261 shares; 2025Q2: 84,267 shares; 2025Q3: 86,615 shares; 2025Q4: 95,786 shares 95,786 $20.3M 0.17% +9,171 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: 83,447 shares; 2024Q4: 88,695 shares; 2025Q1: 105,145 shares; 2025Q2: 95,718 shares; 2025Q3: 96,531 shares; 2025Q4: 96,650 shares 96,650 $20.2M 0.16% +119 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: 26,594 shares; 2024Q4: 26,545 shares; 2025Q1: 28,144 shares; 2025Q2: 29,042 shares; 2025Q3: 31,592 shares; 2025Q4: 32,163 shares 32,163 $18.2M 0.15% +571 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: 38,187 shares; 2024Q4: 38,332 shares; 2025Q1: 42,531 shares; 2025Q2: 44,578 shares; 2025Q3: 46,762 shares; 2025Q4: 46,870 shares 46,870 $18M 0.15% +108 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,181 shares; 2024Q4: 99,846 shares; 2025Q1: 97,694 shares; 2025Q2: 95,446 shares; 2025Q3: 94,670 shares; 2025Q4: 90,867 shares 90,867 $17.7M 0.15% -3,803 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: 178,943 shares; 2024Q4: 191,954 shares; 2025Q1: 202,251 shares; 2025Q2: 229,278 shares; 2025Q3: 238,225 shares; 2025Q4: 246,685 shares 246,685 $17.6M 0.14% +8,460 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: 105,808 shares; 2024Q4: 111,579 shares; 2025Q1: 47,143 shares; 2025Q2: 37,989 shares; 2025Q3: 32,398 shares; 2025Q4: 30,830 shares 30,830 $17.6M 0.14% -1,568 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: 225,601 shares; 2024Q4: 220,212 shares; 2025Q1: 228,328 shares; 2025Q2: 225,623 shares; 2025Q3: 229,132 shares; 2025Q4: 220,236 shares 220,236 $17M 0.14% -8,896 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: 87,919 shares; 2024Q4: 94,906 shares; 2025Q1: 101,131 shares; 2025Q2: 124,406 shares; 2025Q3: 136,717 shares; 2025Q4: 148,873 shares 148,873 $17M 0.14% +12,156 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,313 shares; 2024Q4: 116,859 shares; 2025Q1: 119,772 shares; 2025Q2: 158,387 shares; 2025Q3: 183,570 shares; 2025Q4: 195,610 shares 195,610 $16.8M 0.14% +12,040 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: 45,022 shares; 2024Q4: 46,988 shares; 2025Q1: 49,141 shares; 2025Q2: 56,444 shares; 2025Q3: 57,565 shares; 2025Q4: 61,622 shares 61,622 $15.9M 0.13% +4,057 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: 24,449 shares; 2024Q4: 27,679 shares; 2025Q1: 29,914 shares; 2025Q2: 22,773 shares; 2025Q3: 26,569 shares; 2025Q4: 31,063 shares 31,063 $15.2M 0.12% +4,494 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: 44,341 shares; 2024Q4: 48,959 shares; 2025Q1: 51,258 shares; 2025Q2: 56,687 shares; 2025Q3: 58,301 shares; 2025Q4: 73,793 shares 73,793 $14.7M 0.12% +15,492 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: 10,761 shares; 2024Q4: 12,660 shares; 2025Q1: 67,802 shares; 2025Q2: 68,122 shares; 2025Q3: 69,124 shares; 2025Q4: 73,523 shares 73,523 $14.1M 0.12% +4,399 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: 29,002 shares; 2024Q4: 28,662 shares; 2025Q1: 29,754 shares; 2025Q2: 36,325 shares; 2025Q3: 40,680 shares; 2025Q4: 91,163 shares 91,163 $13.1M 0.11% +50,483 Timeline VHT 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: 23,155 shares; 2024Q4: 23,458 shares; 2025Q1: 24,117 shares; 2025Q2: 42,235 shares; 2025Q3: 40,689 shares; 2025Q4: 45,234 shares 45,234 $13M 0.11% +4,545 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 115,885 shares; 2024Q4: 345,891 shares; 2025Q1: 321,047 shares; 2025Q2: 387,281 shares; 2025Q3: 458,858 shares; 2025Q4: 489,962 shares 489,962 $12.9M 0.11% +31,104 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: 56,908 shares; 2024Q4: 57,769 shares; 2025Q1: 58,244 shares; 2025Q2: 57,695 shares; 2025Q3: 57,171 shares; 2025Q4: 56,459 shares 56,459 $12.4M 0.1% -712 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: 96,052 shares; 2024Q4: 94,931 shares; 2025Q1: 94,334 shares; 2025Q2: 88,483 shares; 2025Q3: 87,496 shares; 2025Q4: 86,885 shares 86,885 $12.3M 0.1% -611 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: 39,576 shares; 2024Q4: 39,301 shares; 2025Q1: 39,905 shares; 2025Q2: 42,094 shares; 2025Q3: 40,873 shares; 2025Q4: 40,719 shares 40,719 $12.1M 0.1% -154 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: 93,830 shares; 2024Q4: 91,815 shares; 2025Q1: 103,095 shares; 2025Q2: 92,104 shares; 2025Q3: 90,779 shares; 2025Q4: 90,234 shares 90,234 $12M 0.1% -545 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: 230,031 shares; 2024Q4: 241,735 shares; 2025Q1: 235,187 shares; 2025Q2: 224,123 shares; 2025Q3: 220,475 shares; 2025Q4: 216,306 shares 216,306 $11.9M 0.1% -4,169 Timeline IXN 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: 109,831 shares; 2024Q4: 109,014 shares; 2025Q1: 109,400 shares; 2025Q2: 110,541 shares; 2025Q3: 111,986 shares; 2025Q4: 111,303 shares 111,303 $11.7M 0.1% -683 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: 177,993 shares; 2024Q4: 178,255 shares; 2025Q1: 183,732 shares; 2025Q2: 178,931 shares; 2025Q3: 181,683 shares; 2025Q4: 181,723 shares 181,723 $11.4M 0.09% +40 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: 103,765 shares; 2024Q4: 102,473 shares; 2025Q1: 121,591 shares; 2025Q2: 109,774 shares; 2025Q3: 110,433 shares; 2025Q4: 103,841 shares 103,841 $10.9M 0.09% -6,592 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: 262,059 shares; 2024Q4: 255,606 shares; 2025Q1: 226,084 shares; 2025Q2: 66,102 shares; 2025Q3: 45,210 shares; 2025Q4: 32,166 shares 32,166 $10.6M 0.09% -13,044 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: 22,214 shares; 2024Q4: 21,839 shares; 2025Q1: 21,700 shares; 2025Q2: 21,502 shares; 2025Q3: 21,495 shares; 2025Q4: 20,983 shares 20,983 $10.1M 0.08% -512 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: 2,006 shares; 2024Q4: 1,934 shares; 2025Q1: 1,911 shares; 2025Q2: 1,853 shares; 2025Q3: 1,893 shares; 2025Q4: 1,881 shares 1,881 $10.1M 0.08% -12 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: 45,870 shares; 2024Q4: 44,773 shares; 2025Q1: 45,421 shares; 2025Q2: 44,680 shares; 2025Q3: 43,968 shares; 2025Q4: 42,991 shares 42,991 $9.94M 0.08% -977 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: 50,638 shares; 2024Q4: 50,951 shares; 2025Q1: 50,238 shares; 2025Q2: 47,075 shares; 2025Q3: 44,596 shares; 2025Q4: 43,949 shares 43,949 $9.24M 0.08% -647 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: 141,906 shares; 2024Q4: 150,144 shares; 2025Q1: 145,170 shares; 2025Q2: 145,902 shares; 2025Q3: 136,007 shares; 2025Q4: 137,489 shares 137,489 $9.23M 0.08% +1,482 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: 166,747 shares; 2024Q4: 168,010 shares; 2025Q1: 158,770 shares; 2025Q2: 157,862 shares; 2025Q3: 156,967 shares; 2025Q4: 152,752 shares 152,752 $9.06M 0.07% -4,215 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: 23,888 shares; 2024Q4: 24,069 shares; 2025Q1: 27,019 shares; 2025Q2: 28,423 shares; 2025Q3: 28,980 shares; 2025Q4: 30,765 shares 30,765 $8.93M 0.07% +1,785 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: 25,710 shares; 2024Q4: 25,492 shares; 2025Q1: 25,689 shares; 2025Q2: 26,244 shares; 2025Q3: 26,111 shares; 2025Q4: 25,803 shares 25,803 $8.45M 0.07% -308 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: 55,155 shares; 2024Q4: 54,985 shares; 2025Q1: 55,635 shares; 2025Q2: 55,156 shares; 2025Q3: 55,044 shares; 2025Q4: 52,559 shares 52,559 $8.43M 0.07% -2,485 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: 30,339 shares; 2024Q4: 29,550 shares; 2025Q1: 29,961 shares; 2025Q2: 30,803 shares; 2025Q3: 31,026 shares; 2025Q4: 28,962 shares 28,962 $8.36M 0.07% -2,064 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: 39,498 shares; 2024Q4: 38,573 shares; 2025Q1: 38,019 shares; 2025Q2: 37,835 shares; 2025Q3: 37,856 shares; 2025Q4: 37,513 shares 37,513 $8.14M 0.07% -343 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,548 shares; 2024Q4: 30,892 shares; 2025Q1: 28,588 shares; 2025Q2: 24,921 shares; 2025Q3: 24,997 shares; 2025Q4: 25,193 shares 25,193 $8.14M 0.07% +196 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: 12,499 shares; 2024Q4: 12,659 shares; 2025Q1: 12,554 shares; 2025Q2: 14,302 shares; 2025Q3: 14,799 shares; 2025Q4: 14,165 shares 14,165 $8.11M 0.07% -634 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: 21,997 shares; 2024Q4: 21,880 shares; 2025Q1: 21,889 shares; 2025Q2: 21,573 shares; 2025Q3: 21,398 shares; 2025Q4: 21,148 shares 21,148 $7.25M 0.06% -250 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: 74,242 shares; 2024Q4: 71,808 shares; 2025Q1: 71,029 shares; 2025Q2: 68,704 shares; 2025Q3: 67,825 shares; 2025Q4: 65,358 shares 65,358 $7.16M 0.06% -2,467 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: 35,166 shares; 2024Q4: 35,744 shares; 2025Q1: 35,744 shares; 2025Q2: 35,829 shares; 2025Q3: 35,940 shares; 2025Q4: 34,786 shares 34,786 $7.14M 0.06% -1,154 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: 30,323 shares; 2024Q4: 30,642 shares; 2025Q1: 29,566 shares; 2025Q2: 30,131 shares; 2025Q3: 30,490 shares; 2025Q4: 30,275 shares 30,275 $6.89M 0.06% -215 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: 16,345 shares; 2024Q4: 14,903 shares; 2025Q1: 14,282 shares; 2025Q2: 14,785 shares; 2025Q3: 14,027 shares; 2025Q4: 14,063 shares 14,063 $6.76M 0.06% +36 Timeline EG EVEREST GROUP LTD More: the full row for EVEREST GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 177,343 shares; 2024Q4: 186,327 shares; 2025Q1: 190,646 shares; 2025Q2: 189,702 shares; 2025Q3: 161,187 shares; 2025Q4: 19,809 shares 19,809 $6.72M 0.05% -141,378 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: 28,824 shares; 2024Q4: 32,966 shares; 2025Q1: 34,481 shares; 2025Q2: 37,895 shares; 2025Q3: 37,759 shares; 2025Q4: 36,265 shares 36,265 $6.65M 0.05% -1,494 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: 137,588 shares; 2024Q4: 146,140 shares; 2025Q1: 143,693 shares; 2025Q2: 143,146 shares; 2025Q3: 141,589 shares; 2025Q4: 140,218 shares 140,218 $6.56M 0.05% -1,371 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: 61,986 shares; 2024Q4: 58,885 shares; 2025Q1: 56,791 shares; 2025Q2: 57,732 shares; 2025Q3: 57,624 shares; 2025Q4: 56,827 shares 56,827 $6.47M 0.05% -797 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: 41,767 shares; 2024Q4: 41,964 shares; 2025Q1: 42,423 shares; 2025Q2: 43,152 shares; 2025Q3: 43,192 shares; 2025Q4: 43,173 shares 43,173 $6.42M 0.05% -19 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: 7,941 shares; 2024Q4: 8,080 shares; 2025Q1: 8,044 shares; 2025Q2: 8,084 shares; 2025Q3: 8,237 shares; 2025Q4: 41,664 shares 41,664 $6.38M 0.05% +33,427 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: 24,149 shares; 2024Q4: 23,963 shares; 2025Q1: 24,104 shares; 2025Q2: 24,550 shares; 2025Q3: 24,369 shares; 2025Q4: 23,601 shares 23,601 $6.25M 0.05% -768 Timeline VFH 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: 39,828 shares; 2024Q4: 41,021 shares; 2025Q1: 42,759 shares; 2025Q2: 43,560 shares; 2025Q3: 43,586 shares; 2025Q4: 46,179 shares 46,179 $6.16M 0.05% +2,593 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: 17,363 shares; 2024Q4: 17,410 shares; 2025Q1: 17,372 shares; 2025Q2: 18,091 shares; 2025Q3: 17,421 shares; 2025Q4: 17,348 shares 17,348 $6.12M 0.05% -73 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: 31,664 shares; 2024Q4: 32,025 shares; 2025Q1: 31,872 shares; 2025Q2: 31,869 shares; 2025Q3: 34,663 shares; 2025Q4: 34,690 shares 34,690 $5.93M 0.05% +27 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,025 shares; 2024Q4: 34,723 shares; 2025Q1: 33,857 shares; 2025Q2: 34,188 shares; 2025Q3: 49,011 shares; 2025Q4: 47,571 shares 47,571 $5.79M 0.05% -1,440 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: 105,913 shares; 2024Q4: 106,350 shares; 2025Q1: 105,678 shares; 2025Q2: 110,114 shares; 2025Q3: 108,913 shares; 2025Q4: 107,058 shares 107,058 $5.77M 0.05% -1,855 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: 16,855 shares; 2024Q4: 18,777 shares; 2025Q1: 21,777 shares; 2025Q2: 21,955 shares; 2025Q3: 24,251 shares; 2025Q4: 22,440 shares 22,440 $5.77M 0.05% -1,811 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: 38,441 shares; 2024Q4: 35,078 shares; 2025Q1: 38,466 shares; 2025Q2: 36,200 shares; 2025Q3: 35,510 shares; 2025Q4: 34,956 shares 34,956 $5.6M 0.05% -554 Timeline ILCG 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: 57,658 shares; 2024Q4: 55,028 shares; 2025Q1: 54,288 shares; 2025Q2: 53,594 shares; 2025Q3: 53,574 shares; 2025Q4: 53,554 shares 53,554 $5.57M 0.05% -20 Timeline VDC 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: 18,083 shares; 2024Q4: 25,407 shares; 2025Q1: 26,150 shares; 2025Q2: 26,149 shares; 2025Q3: 26,168 shares; 2025Q4: 25,925 shares 25,925 $5.48M 0.04% -243 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: 29,764 shares; 2024Q4: 29,724 shares; 2025Q1: 29,028 shares; 2025Q2: 29,664 shares; 2025Q3: 29,892 shares; 2025Q4: 28,432 shares 28,432 $5.43M 0.04% -1,460 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: 9,961 shares; 2024Q4: 10,613 shares; 2025Q1: 10,634 shares; 2025Q2: 10,423 shares; 2025Q3: 12,612 shares; 2025Q4: 12,639 shares 12,639 $5.39M 0.04% +27 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: 42,273 shares; 2024Q4: 44,479 shares; 2025Q1: 52,244 shares; 2025Q2: 45,343 shares; 2025Q3: 45,869 shares; 2025Q4: 45,956 shares 45,956 $5.39M 0.04% +87 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: 17,642 shares; 2024Q4: 18,905 shares; 2025Q1: 18,762 shares; 2025Q2: 19,346 shares; 2025Q3: 7,850 shares; 2025Q4: 7,856 shares 7,856 $5.13M 0.04% +6 Timeline NWBI NORTHWEST BANCSHARES INC More: the full row for NORTHWEST BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 419,589 shares; 2024Q4: 420,256 shares; 2025Q1: 419,922 shares; 2025Q2: 419,589 shares; 2025Q3: 419,589 shares; 2025Q4: 419,589 shares 419,589 $5.04M 0.04% 0 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: 40,565 shares; 2024Q4: 121,944 shares; 2025Q1: 130,687 shares; 2025Q2: 165,512 shares; 2025Q3: 172,452 shares; 2025Q4: 177,838 shares 177,838 $4.88M 0.04% +5,386 Timeline FFBC 1ST FINL BANCORP More: the full row for 1ST FINL BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 189,609 shares; 2024Q4: 198,028 shares; 2025Q1: 203,274 shares; 2025Q2: 193,870 shares; 2025Q3: 194,141 shares; 2025Q4: 192,570 shares 192,570 $4.82M 0.04% -1,571 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: 80,309 shares; 2024Q4: 81,721 shares; 2025Q1: 78,949 shares; 2025Q2: 79,993 shares; 2025Q3: 79,045 shares; 2025Q4: 82,791 shares 82,791 $4.77M 0.04% +3,746 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: 18,134 shares; 2024Q4: 18,232 shares; 2025Q1: 17,740 shares; 2025Q2: 17,561 shares; 2025Q3: 18,726 shares; 2025Q4: 19,182 shares 19,182 $4.74M 0.04% +456 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: 39,722 shares; 2024Q4: 50,956 shares; 2025Q1: 50,364 shares; 2025Q2: 50,466 shares; 2025Q3: 50,362 shares; 2025Q4: 50,320 shares 50,320 $4.71M 0.04% -42 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: 13,907 shares; 2024Q4: 14,010 shares; 2025Q1: 13,999 shares; 2025Q2: 15,742 shares; 2025Q3: 15,427 shares; 2025Q4: 15,058 shares 15,058 $4.7M 0.04% -369 Timeline CRL CHARLES RIV LABS INTL INC More: the full row for CHARLES RIV LABS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,787 shares; 2024Q4: 19,942 shares; 2025Q1: 19,525 shares; 2025Q2: 20,570 shares; 2025Q3: 23,876 shares; 2025Q4: 22,535 shares 22,535 $4.5M 0.04% -1,341 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,930 shares; 2024Q4: 28,760 shares; 2025Q1: 28,590 shares; 2025Q2: 29,255 shares; 2025Q3: 30,005 shares; 2025Q4: 31,745 shares 31,745 $4.42M 0.04% +1,740 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,547 shares; 2025Q2: 7,652 shares; 2025Q3: 7,652 shares; 2025Q4: 7,652 shares 7,652 $4.35M 0.04% 0 Timeline COKE COCA COLA CONS INC More: the full row for COCA COLA CONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,176 shares; 2024Q4: 2,026 shares; 2025Q1: 2,446 shares; 2025Q2: 31,177 shares; 2025Q3: 31,232 shares; 2025Q4: 28,032 shares 28,032 $4.3M 0.04% -3,200 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: 114,101 shares; 2024Q4: 114,812 shares; 2025Q1: 107,786 shares; 2025Q2: 86,532 shares; 2025Q3: 75,953 shares; 2025Q4: 65,723 shares 65,723 $4.19M 0.03% -10,230 Timeline VIS 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: 5,254 shares; 2024Q4: 6,689 shares; 2025Q1: 7,244 shares; 2025Q2: 10,028 shares; 2025Q3: 11,798 shares; 2025Q4: 14,024 shares 14,024 $4.18M 0.03% +2,226 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: 10,111 shares; 2024Q4: 20,188 shares; 2025Q1: 20,129 shares; 2025Q2: 21,205 shares; 2025Q3: 22,857 shares; 2025Q4: 22,513 shares 22,513 $4.15M 0.03% -344 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: 3,655 shares; 2024Q4: 3,413 shares; 2025Q1: 4,323 shares; 2025Q2: 4,124 shares; 2025Q3: 4,215 shares; 2025Q4: 44,050 shares 44,050 $4.13M 0.03% +39,835 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: 3,372 shares; 2024Q4: 3,841 shares; 2025Q1: 4,125 shares; 2025Q2: 4,386 shares; 2025Q3: 4,648 shares; 2025Q4: 4,602 shares 4,602 $4.05M 0.03% -46 Timeline IWC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,289 shares; 2024Q4: 30,035 shares; 2025Q1: 29,614 shares; 2025Q2: 26,080 shares; 2025Q3: 25,903 shares; 2025Q4: 25,588 shares 25,588 $4.04M 0.03% -315 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: 23,648 shares; 2024Q4: 23,290 shares; 2025Q1: 25,017 shares; 2025Q2: 23,774 shares; 2025Q3: 23,884 shares; 2025Q4: 23,122 shares 23,122 $4.01M 0.03% -762 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: 12,776 shares; 2024Q4: 14,787 shares; 2025Q1: 14,776 shares; 2025Q2: 14,912 shares; 2025Q3: 11,356 shares; 2025Q4: 11,857 shares 11,857 $3.99M 0.03% +501 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: 16,892 shares; 2024Q4: 17,858 shares; 2025Q1: 17,590 shares; 2025Q2: 17,855 shares; 2025Q3: 23,376 shares; 2025Q4: 27,078 shares 27,078 $3.89M 0.03% +3,702 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: 105,938 shares; 2024Q4: 106,894 shares; 2025Q1: 87,615 shares; 2025Q2: 94,482 shares; 2025Q3: 93,101 shares; 2025Q4: 89,325 shares 89,325 $3.87M 0.03% -3,776 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,383 shares; 2024Q4: 31,374 shares; 2025Q1: 36,545 shares; 2025Q2: 36,800 shares; 2025Q3: 37,188 shares; 2025Q4: 37,146 shares 37,146 $3.86M 0.03% -42 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: 17,160 shares; 2024Q4: 16,656 shares; 2025Q1: 16,455 shares; 2025Q2: 18,095 shares; 2025Q3: 18,507 shares; 2025Q4: 18,337 shares 18,337 $3.82M 0.03% -170 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: 140,712 shares; 2024Q4: 117,674 shares; 2025Q1: 128,614 shares; 2025Q2: 116,121 shares; 2025Q3: 108,497 shares; 2025Q4: 103,315 shares 103,315 $3.81M 0.03% -5,182 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: 9,195 shares; 2024Q4: 9,031 shares; 2025Q1: 7,920 shares; 2025Q2: 7,947 shares; 2025Q3: 7,676 shares; 2025Q4: 6,565 shares 6,565 $3.8M 0.03% -1,111 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: 26,601 shares; 2024Q4: 25,862 shares; 2025Q1: 27,047 shares; 2025Q2: 27,096 shares; 2025Q3: 27,727 shares; 2025Q4: 26,748 shares 26,748 $3.78M 0.03% -979 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3 shares; 2024Q4: 3 shares; 2025Q1: 7 shares; 2025Q2: 7 shares; 2025Q3: 5 shares; 2025Q4: 5 shares 5 $3.77M 0.03% 0 Timeline CHE CHEMED CORP NEW More: the full row for CHEMED CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,893 shares; 2024Q4: 8,753 shares; 2025Q1: 8,743 shares; 2025Q2: 8,794 shares; 2025Q3: 8,714 shares; 2025Q4: 8,764 shares 8,764 $3.75M 0.03% +50 Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,567 shares; 2024Q4: 31,779 shares; 2025Q1: 31,010 shares; 2025Q2: 31,308 shares; 2025Q3: 31,238 shares; 2025Q4: 31,238 shares 31,238 $3.74M 0.03% 0 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: 47,947 shares; 2024Q4: 48,387 shares; 2025Q1: 46,647 shares; 2025Q2: 45,597 shares; 2025Q3: 44,361 shares; 2025Q4: 82,927 shares 82,927 $3.71M 0.03% +38,566 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: 99,919 shares; 2024Q4: 108,096 shares; 2025Q1: 115,544 shares; 2025Q2: 101,532 shares; 2025Q3: 102,050 shares; 2025Q4: 101,100 shares 101,100 $3.66M 0.03% -950 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: 19,786 shares; 2024Q4: 21,858 shares; 2025Q1: 19,672 shares; 2025Q2: 20,208 shares; 2025Q3: 19,392 shares; 2025Q4: 23,154 shares 23,154 $3.58M 0.03% +3,762 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: 33,077 shares; 2024Q4: 33,031 shares; 2025Q1: 34,016 shares; 2025Q2: 38,675 shares; 2025Q3: 39,169 shares; 2025Q4: 35,293 shares 35,293 $3.53M 0.03% -3,876 Timeline LFUS LITTELFUSE INC More: the full row for LITTELFUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,785 shares; 2024Q4: 13,338 shares; 2025Q1: 13,263 shares; 2025Q2: 13,456 shares; 2025Q3: 13,647 shares; 2025Q4: 13,862 shares 13,862 $3.51M 0.03% +215 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: 7,820 shares; 2024Q4: 7,883 shares; 2025Q1: 7,919 shares; 2025Q2: 7,748 shares; 2025Q3: 7,730 shares; 2025Q4: 7,726 shares 7,726 $3.5M 0.03% -4 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,612 shares; 2024Q4: 43,305 shares; 2025Q1: 40,795 shares; 2025Q2: 38,904 shares; 2025Q3: 36,378 shares; 2025Q4: 35,038 shares 35,038 $3.5M 0.03% -1,340 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: 6,729 shares; 2024Q4: 6,833 shares; 2025Q1: 6,825 shares; 2025Q2: 6,826 shares; 2025Q3: 6,831 shares; 2025Q4: 6,835 shares 6,835 $3.49M 0.03% +4 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: 2,097 shares; 2024Q4: 2,422 shares; 2025Q1: 2,436 shares; 2025Q2: 2,383 shares; 2025Q3: 2,794 shares; 2025Q4: 2,841 shares 2,841 $3.45M 0.03% +47 Timeline RS RELIANCE INC More: the full row for RELIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,110 shares; 2024Q4: 11,149 shares; 2025Q1: 12,610 shares; 2025Q2: 12,685 shares; 2025Q3: 11,935 shares; 2025Q4: 11,935 shares 11,935 $3.45M 0.03% 0 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: 4,772 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 40,665 shares 40,665 $3.44M 0.03% new Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,049 shares; 2024Q4: 8,053 shares; 2025Q1: 7,658 shares; 2025Q2: 7,176 shares; 2025Q3: 7,360 shares; 2025Q4: 7,387 shares 7,387 $3.44M 0.03% +27 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: 20,109 shares; 2024Q4: 18,169 shares; 2025Q1: 18,169 shares; 2025Q2: 15,194 shares; 2025Q3: 15,148 shares; 2025Q4: 15,138 shares 15,138 $3.42M 0.03% -10 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: 2,199 shares; 2024Q4: 2,222 shares; 2025Q1: 2,163 shares; 2025Q2: 2,423 shares; 2025Q3: 2,681 shares; 2025Q4: 3,879 shares 3,879 $3.41M 0.03% +1,198 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,746 shares; 2024Q4: 31,409 shares; 2025Q1: 30,345 shares; 2025Q2: 29,643 shares; 2025Q3: 29,078 shares; 2025Q4: 29,231 shares 29,231 $3.39M 0.03% +153 Timeline UTL UNITIL CORP More: the full row for UNITIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,983 shares; 2024Q4: 56,540 shares; 2025Q1: 66,640 shares; 2025Q2: 60,581 shares; 2025Q3: 69,453 shares; 2025Q4: 69,773 shares 69,773 $3.38M 0.03% +320 Timeline DCI DONALDSON INC More: the full row for DONALDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,670 shares; 2024Q4: 35,670 shares; 2025Q1: 44,411 shares; 2025Q2: 45,270 shares; 2025Q3: 45,086 shares; 2025Q4: 38,026 shares 38,026 $3.37M 0.03% -7,060 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: 6,914 shares; 2024Q4: 6,905 shares; 2025Q1: 7,115 shares; 2025Q2: 6,856 shares; 2025Q3: 6,760 shares; 2025Q4: 6,760 shares 6,760 $3.31M 0.03% 0 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: 20,932 shares; 2024Q4: 21,076 shares; 2025Q1: 21,350 shares; 2025Q2: 21,078 shares; 2025Q3: 21,445 shares; 2025Q4: 21,487 shares 21,487 $3.31M 0.03% +42 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: 87,057 shares; 2024Q4: 85,959 shares; 2025Q1: 92,151 shares; 2025Q2: 85,127 shares; 2025Q3: 82,893 shares; 2025Q4: 79,573 shares 79,573 $3.24M 0.03% -3,320 Timeline AIT APPLIED INDL TECHNOLOGIES IN More: the full row for APPLIED INDL TECHNOLOGIES IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,850 shares; 2024Q4: 12,475 shares; 2025Q1: 12,462 shares; 2025Q2: 12,582 shares; 2025Q3: 12,612 shares; 2025Q4: 12,612 shares 12,612 $3.24M 0.03% 0 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 471,130 shares; 2024Q4: 296,124 shares; 2025Q1: 223,475 shares; 2025Q2: 184,064 shares; 2025Q3: 148,762 shares; 2025Q4: 108,047 shares 108,047 $3.23M 0.03% -40,715 Timeline RUSHA RUSH ENTERPRISES INC More: the full row for RUSH ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,505 shares; 2024Q4: 43,505 shares; 2025Q1: 43,225 shares; 2025Q2: 58,894 shares; 2025Q3: 59,185 shares; 2025Q4: 59,185 shares 59,185 $3.19M 0.03% 0 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: 52,184 shares; 2024Q4: 35,617 shares; 2025Q1: 30,966 shares; 2025Q2: 25,228 shares; 2025Q3: 23,329 shares; 2025Q4: 18,101 shares 18,101 $3.18M 0.03% -5,228 Timeline UHS UNIVERSAL HLTH SVCS INC More: the full row for UNIVERSAL HLTH SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,291 shares; 2024Q4: 13,291 shares; 2025Q1: 13,284 shares; 2025Q2: 13,376 shares; 2025Q3: 17,506 shares; 2025Q4: 14,526 shares 14,526 $3.17M 0.03% -2,980 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: 30,059 shares; 2024Q4: 29,985 shares; 2025Q1: 24,284 shares; 2025Q2: 24,933 shares; 2025Q3: 24,429 shares; 2025Q4: 24,527 shares 24,527 $3.17M 0.03% +98 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 118,689 shares; 2025Q1: 137,588 shares; 2025Q2: 126,501 shares; 2025Q3: 121,936 shares; 2025Q4: 124,420 shares 124,420 $3.09M 0.03% +2,484 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: 18,972 shares; 2024Q4: 18,699 shares; 2025Q1: 25,731 shares; 2025Q2: 27,177 shares; 2025Q3: 29,339 shares; 2025Q4: 34,533 shares 34,533 $3.09M 0.03% +5,194 Timeline AOS SMITH A O CORP More: the full row for SMITH A O CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,415 shares; 2024Q4: 44,290 shares; 2025Q1: 43,277 shares; 2025Q2: 43,644 shares; 2025Q3: 46,040 shares; 2025Q4: 46,040 shares 46,040 $3.08M 0.03% 0 Timeline SNX TD SYNNEX CORPORATION More: the full row for TD SYNNEX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,179 shares; 2024Q4: 20,179 shares; 2025Q1: 20,130 shares; 2025Q2: 20,342 shares; 2025Q3: 20,389 shares; 2025Q4: 20,393 shares 20,393 $3.06M 0.03% +4 Timeline AM ANTERO MIDSTREAM CORP More: the full row for ANTERO MIDSTREAM 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: 138,700 shares; 2025Q3: 172,093 shares; 2025Q4: 172,093 shares 172,093 $3.06M 0.03% 0 Timeline UFPI UFP INDUSTRIES INC More: the full row for UFP INDUSTRIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,125 shares; 2024Q4: 19,905 shares; 2025Q1: 26,425 shares; 2025Q2: 26,942 shares; 2025Q3: 27,494 shares; 2025Q4: 33,619 shares 33,619 $3.06M 0.03% +6,125 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: 48,579 shares; 2024Q4: 44,456 shares; 2025Q1: 44,231 shares; 2025Q2: 40,657 shares; 2025Q3: 38,559 shares; 2025Q4: 36,341 shares 36,341 $3.06M 0.03% -2,218 Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,831 shares; 2024Q4: 16,293 shares; 2025Q1: 16,284 shares; 2025Q2: 16,402 shares; 2025Q3: 15,494 shares; 2025Q4: 16,673 shares 16,673 $3.04M 0.02% +1,179 Timeline FNDE 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: 74,448 shares; 2024Q4: 83,977 shares; 2025Q1: 87,376 shares; 2025Q2: 83,283 shares; 2025Q3: 82,393 shares; 2025Q4: 84,015 shares 84,015 $3.03M 0.02% +1,622 Timeline RGEN REPLIGEN CORP More: the full row for REPLIGEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,181 shares; 2024Q4: 14,146 shares; 2025Q1: 14,098 shares; 2025Q2: 15,308 shares; 2025Q3: 15,831 shares; 2025Q4: 18,487 shares 18,487 $3.03M 0.02% +2,656 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: not reported; 2025Q1: 2,762 shares; 2025Q2: 2,693 shares; 2025Q3: 2,827 shares; 2025Q4: 2,829 shares 2,829 $3.03M 0.02% +2 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,430 shares; 2024Q4: 17,344 shares; 2025Q1: 17,252 shares; 2025Q2: 16,224 shares; 2025Q3: 15,677 shares; 2025Q4: 15,592 shares 15,592 $3.03M 0.02% -85 Timeline SEIC SEI INVTS CO More: the full row for SEI INVTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,900 shares; 2024Q4: 29,941 shares; 2025Q1: 29,791 shares; 2025Q2: 29,699 shares; 2025Q3: 29,852 shares; 2025Q4: 36,882 shares 36,882 $3.03M 0.02% +7,030 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: 263,133 shares; 2024Q4: 69,065 shares; 2025Q1: 38,850 shares; 2025Q2: 25,393 shares; 2025Q3: 19,673 shares; 2025Q4: 16,622 shares 16,622 $3.02M 0.02% -3,051 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: 6,795 shares; 2024Q4: 7,203 shares; 2025Q1: 9,017 shares; 2025Q2: 9,404 shares; 2025Q3: 9,404 shares; 2025Q4: 10,525 shares 10,525 $3M 0.02% +1,121 Timeline JAZZ JAZZ PHARMACEUTICALS PLC More: the full row for JAZZ PHARMACEUTICALS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,890 shares; 2024Q4: 19,790 shares; 2025Q1: 20,790 shares; 2025Q2: 20,835 shares; 2025Q3: 21,154 shares; 2025Q4: 17,494 shares 17,494 $2.97M 0.02% -3,660 Timeline ESI ELEMENT SOLUTIONS INC More: the full row for ELEMENT SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,200 shares; 2024Q4: 9,200 shares; 2025Q1: 9,200 shares; 2025Q2: 123,805 shares; 2025Q3: 122,517 shares; 2025Q4: 118,902 shares 118,902 $2.97M 0.02% -3,615 Timeline OPCH OPTION CARE HEALTH INC More: the full row for OPTION CARE HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,001 shares; 2024Q4: 84,571 shares; 2025Q1: 87,691 shares; 2025Q2: 88,456 shares; 2025Q3: 110,992 shares; 2025Q4: 92,592 shares 92,592 $2.95M 0.02% -18,400 Timeline FUL FULLER H B CO More: the full row for FULLER H B CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,290 shares; 2024Q4: 48,400 shares; 2025Q1: 48,400 shares; 2025Q2: 48,561 shares; 2025Q3: 46,590 shares; 2025Q4: 49,490 shares 49,490 $2.94M 0.02% +2,900 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: 55,237 shares; 2024Q4: 54,155 shares; 2025Q1: 55,377 shares; 2025Q2: 54,638 shares; 2025Q3: 55,667 shares; 2025Q4: 54,351 shares 54,351 $2.93M 0.02% -1,316 Timeline ESAB ESAB CORPORATION More: the full row for ESAB CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19,532 shares; 2025Q1: 19,520 shares; 2025Q2: 19,538 shares; 2025Q3: 26,162 shares; 2025Q4: 25,982 shares 25,982 $2.9M 0.02% -180 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: 28,391 shares; 2024Q4: 31,567 shares; 2025Q1: 30,197 shares; 2025Q2: 31,362 shares; 2025Q3: 31,395 shares; 2025Q4: 30,995 shares 30,995 $2.89M 0.02% -400 Timeline WBS WEBSTER FINL CORP More: the full row for WEBSTER FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,195 shares; 2024Q4: 45,195 shares; 2025Q1: 45,070 shares; 2025Q2: 45,563 shares; 2025Q3: 45,563 shares; 2025Q4: 45,563 shares 45,563 $2.87M 0.02% 0 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: 7,006 shares; 2024Q4: 7,179 shares; 2025Q1: 7,934 shares; 2025Q2: 8,290 shares; 2025Q3: 9,135 shares; 2025Q4: 8,929 shares 8,929 $2.84M 0.02% -206 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: 131,902 shares; 2024Q4: 110,365 shares; 2025Q1: 143,433 shares; 2025Q2: 123,998 shares; 2025Q3: 114,351 shares; 2025Q4: 114,141 shares 114,141 $2.84M 0.02% -210 Timeline RNR RENAISSANCERE HLDGS LTD More: the full row for RENAISSANCERE HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,701 shares; 2024Q4: 10,511 shares; 2025Q1: 10,511 shares; 2025Q2: 10,316 shares; 2025Q3: 10,186 shares; 2025Q4: 10,045 shares 10,045 $2.82M 0.02% -141 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,956 shares; 2024Q4: 12,956 shares; 2025Q1: 16,286 shares; 2025Q2: 16,127 shares; 2025Q3: 16,127 shares; 2025Q4: 16,127 shares 16,127 $2.8M 0.02% 0 Timeline ICFI ICF INTL INC More: the full row for ICF INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,700 shares; 2024Q4: 9,700 shares; 2025Q1: 15,800 shares; 2025Q2: 16,434 shares; 2025Q3: 26,901 shares; 2025Q4: 32,643 shares 32,643 $2.78M 0.02% +5,742 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,454 shares; 2025Q2: 19,212 shares; 2025Q3: 18,827 shares; 2025Q4: 16,257 shares 16,257 $2.78M 0.02% -2,570 Timeline EWBC EAST WEST BANCORP INC More: the full row for EAST WEST BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,560 shares; 2024Q4: 31,560 shares; 2025Q1: 24,290 shares; 2025Q2: 24,579 shares; 2025Q3: 24,579 shares; 2025Q4: 24,579 shares 24,579 $2.76M 0.02% 0 Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,305 shares; 2024Q4: 13,225 shares; 2025Q1: 9,475 shares; 2025Q2: 9,277 shares; 2025Q3: 9,311 shares; 2025Q4: 7,796 shares 7,796 $2.76M 0.02% -1,515 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: 32,522 shares; 2024Q4: 33,544 shares; 2025Q1: 36,044 shares; 2025Q2: 32,489 shares; 2025Q3: 33,115 shares; 2025Q4: 31,585 shares 31,585 $2.75M 0.02% -1,530 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: 6,620 shares; 2024Q4: 6,708 shares; 2025Q1: 8,950 shares; 2025Q2: 10,627 shares; 2025Q3: 15,327 shares; 2025Q4: 15,268 shares 15,268 $2.71M 0.02% -59 Timeline MMS MAXIMUS INC More: the full row for MAXIMUS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,830 shares; 2024Q4: 29,170 shares; 2025Q1: 30,870 shares; 2025Q2: 30,888 shares; 2025Q3: 31,285 shares; 2025Q4: 31,285 shares 31,285 $2.7M 0.02% 0 Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,095 shares; 2024Q4: 4,027 shares; 2025Q1: not reported; 2025Q2: 58,472 shares; 2025Q3: 61,312 shares; 2025Q4: 49,792 shares 49,792 $2.7M 0.02% -11,520 Timeline USPH U S PHYSICAL THERAPY More: the full row for U S PHYSICAL THERAPY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,715 shares; 2024Q4: 21,720 shares; 2025Q1: 21,650 shares; 2025Q2: 21,317 shares; 2025Q3: 28,794 shares; 2025Q4: 34,404 shares 34,404 $2.69M 0.02% +5,610 Timeline NNN NNN REIT INC More: the full row for NNN REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,302 shares; 2024Q4: 65,302 shares; 2025Q1: 65,342 shares; 2025Q2: 63,898 shares; 2025Q3: 64,449 shares; 2025Q4: 67,569 shares 67,569 $2.68M 0.02% +3,120 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,382 shares; 2024Q4: 76,418 shares; 2025Q1: 114,868 shares; 2025Q2: 154,365 shares; 2025Q3: 155,956 shares; 2025Q4: 152,399 shares 152,399 $2.64M 0.02% -3,557 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: 11,840 shares; 2024Q4: 11,025 shares; 2025Q1: 10,920 shares; 2025Q2: 10,899 shares; 2025Q3: 10,899 shares; 2025Q4: 21,783 shares 21,783 $2.6M 0.02% +10,884 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: 38,869 shares; 2024Q4: 39,074 shares; 2025Q1: 39,425 shares; 2025Q2: 42,945 shares; 2025Q3: 43,614 shares; 2025Q4: 47,490 shares 47,490 $2.6M 0.02% +3,876 Timeline WKC WORLD KINECT CORPORATION More: the full row for WORLD KINECT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 109,490 shares; 2024Q4: 109,490 shares; 2025Q1: 109,490 shares; 2025Q2: 110,334 shares; 2025Q3: 110,836 shares; 2025Q4: 110,476 shares 110,476 $2.59M 0.02% -360 Timeline QIAGEN N.V. QIAGEN N.V. More: the full row for QIAGEN 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: 56,600 shares; 2025Q2: 57,119 shares; 2025Q3: 57,359 shares; 2025Q4: 57,359 shares 57,359 $2.58M 0.02% 0 HBT HBT FINL INC. More: the full row for HBT FINL 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: 98,100 shares; 2025Q2: 99,108 shares; 2025Q3: 99,527 shares; 2025Q4: 99,527 shares 99,527 $2.57M 0.02% 0 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: 45,027 shares; 2024Q4: 44,278 shares; 2025Q1: 45,144 shares; 2025Q2: 51,655 shares; 2025Q3: 50,823 shares; 2025Q4: 46,848 shares 46,848 $2.57M 0.02% -3,975 Timeline ITT ITT INC More: the full row for ITT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,956 shares; 2024Q4: 2,740 shares; 2025Q1: 2,710 shares; 2025Q2: 2,710 shares; 2025Q3: 14,875 shares; 2025Q4: 14,714 shares 14,714 $2.55M 0.02% -161 Timeline STAG STAG INDUSTRIAL INC More: the full row for STAG INDUSTRIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,297 shares; 2024Q4: 75,047 shares; 2025Q1: 75,975 shares; 2025Q2: 77,111 shares; 2025Q3: 76,512 shares; 2025Q4: 68,970 shares 68,970 $2.54M 0.02% -7,542 Timeline G GENPACT LIMITED More: the full row for GENPACT LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,460 shares; 2024Q4: 79,460 shares; 2025Q1: 53,290 shares; 2025Q2: 53,827 shares; 2025Q3: 54,138 shares; 2025Q4: 54,138 shares 54,138 $2.53M 0.02% 0 Timeline SMMD 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: 18,216 shares; 2024Q4: 27,651 shares; 2025Q1: 18,776 shares; 2025Q2: 22,217 shares; 2025Q3: 36,623 shares; 2025Q4: 33,653 shares 33,653 $2.52M 0.02% -2,970 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: 16,146 shares; 2024Q4: 14,112 shares; 2025Q1: 13,427 shares; 2025Q2: 14,810 shares; 2025Q3: 15,187 shares; 2025Q4: 5,548 shares 5,548 $2.52M 0.02% -9,639 Timeline VCR 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: 4,310 shares; 2024Q4: 5,575 shares; 2025Q1: 5,720 shares; 2025Q2: 5,843 shares; 2025Q3: 5,913 shares; 2025Q4: 6,388 shares 6,388 $2.52M 0.02% +475 Timeline IRMD IRADIMED CORP More: the full row for IRADIMED 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: 25,655 shares; 2025Q3: 25,842 shares; 2025Q4: 25,842 shares 25,842 $2.51M 0.02% 0 Timeline CCC CCC INTELLIGENT SOLUTIONS HL More: the full row for CCC INTELLIGENT SOLUTIONS HL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 216,632 shares; 2025Q3: 331,942 shares; 2025Q4: 312,319 shares 312,319 $2.48M 0.02% -19,623 Timeline VDE 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: 28,619 shares; 2024Q4: 28,719 shares; 2025Q1: 19,841 shares; 2025Q2: 20,623 shares; 2025Q3: 21,348 shares; 2025Q4: 19,428 shares 19,428 $2.45M 0.02% -1,920 Timeline VTHR 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: 4,800 shares; 2024Q4: 4,800 shares; 2025Q1: 4,802 shares; 2025Q2: 4,802 shares; 2025Q3: 4,802 shares; 2025Q4: 8,111 shares 8,111 $2.44M 0.02% +3,309 Timeline NYT NEW YORK TIMES CO MTN BE More: the full row for NEW YORK TIMES CO MTN BE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,499 shares; 2024Q4: 48,505 shares; 2025Q1: 48,499 shares; 2025Q2: 34,915 shares; 2025Q3: 34,915 shares; 2025Q4: 34,915 shares 34,915 $2.42M 0.02% 0 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,533 shares; 2025Q4: 5,979 shares 5,979 $2.41M 0.02% +446 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 54,090 shares; 2025Q1: 54,590 shares; 2025Q2: 54,090 shares; 2025Q3: 55,448 shares; 2025Q4: 51,263 shares 51,263 $2.41M 0.02% -4,185 Timeline LMAT LEMAITRE VASCULAR INC More: the full row for LEMAITRE VASCULAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,825 shares; 2024Q4: 21,825 shares; 2025Q1: 29,428 shares; 2025Q2: 29,639 shares; 2025Q3: 29,792 shares; 2025Q4: 29,717 shares 29,717 $2.41M 0.02% -75 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,900 shares; 2024Q4: 19,900 shares; 2025Q1: 20,390 shares; 2025Q2: 20,390 shares; 2025Q3: 20,390 shares; 2025Q4: 20,465 shares 20,465 $2.41M 0.02% +75 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,384 shares; 2024Q4: 77,559 shares; 2025Q1: 77,559 shares; 2025Q2: 107,002 shares; 2025Q3: 129,013 shares; 2025Q4: 118,580 shares 118,580 $2.4M 0.02% -10,433 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: 49,319 shares 49,319 $2.4M 0.02% new Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,781 shares; 2024Q4: 20,979 shares; 2025Q1: 18,562 shares; 2025Q2: 14,288 shares; 2025Q3: 14,290 shares; 2025Q4: 14,293 shares 14,293 $2.4M 0.02% +3 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,448 shares; 2025Q2: 6,786 shares; 2025Q3: 7,549 shares; 2025Q4: 8,558 shares 8,558 $2.37M 0.02% +1,009 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,982 shares; 2024Q4: 12,214 shares; 2025Q1: 12,214 shares; 2025Q2: 12,214 shares; 2025Q3: 12,214 shares; 2025Q4: 11,497 shares 11,497 $2.36M 0.02% -717 Timeline GRC GORMAN RUPP CO More: the full row for GORMAN RUPP CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,015 shares; 2024Q4: 48,415 shares; 2025Q1: 48,415 shares; 2025Q2: 48,878 shares; 2025Q3: 48,878 shares; 2025Q4: 48,878 shares 48,878 $2.33M 0.02% 0 Timeline BSY BENTLEY SYS INC More: the full row for BENTLEY SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,303 shares; 2024Q4: 81,863 shares; 2025Q1: 79,763 shares; 2025Q2: 68,381 shares; 2025Q3: 51,953 shares; 2025Q4: 61,068 shares 61,068 $2.33M 0.02% +9,115 Timeline IYH 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: 35,170 shares; 2024Q4: 35,485 shares; 2025Q1: 32,095 shares; 2025Q2: 34,955 shares; 2025Q3: 32,870 shares; 2025Q4: 35,795 shares 35,795 $2.33M 0.02% +2,925 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: 9,464 shares; 2024Q4: 9,148 shares; 2025Q1: 10,495 shares; 2025Q2: 9,398 shares; 2025Q3: 10,087 shares; 2025Q4: 10,870 shares 10,870 $2.33M 0.02% +783 Timeline EEMV 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: 17,552 shares; 2024Q4: 34,740 shares; 2025Q1: 34,640 shares; 2025Q2: 36,490 shares; 2025Q3: 35,682 shares; 2025Q4: 36,164 shares 36,164 $2.32M 0.02% +482 Timeline APPF APPFOLIO INC More: the full row for APPFOLIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,820 shares; 2025Q2: 13,242 shares; 2025Q3: 9,813 shares; 2025Q4: 9,813 shares 9,813 $2.28M 0.02% 0 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: 18,115 shares; 2024Q4: 18,206 shares; 2025Q1: 18,303 shares; 2025Q2: 24,638 shares; 2025Q3: 31,939 shares; 2025Q4: 30,235 shares 30,235 $2.28M 0.02% -1,704 Timeline UFPT UFP TECHNOLOGIES INC More: the full row for UFP 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: 10,026 shares; 2025Q3: 9,431 shares; 2025Q4: 10,271 shares 10,271 $2.28M 0.02% +840 Timeline FELE FRANKLIN ELEC INC More: the full row for FRANKLIN ELEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,834 shares; 2024Q4: 23,834 shares; 2025Q1: 23,835 shares; 2025Q2: 23,836 shares; 2025Q3: 23,837 shares; 2025Q4: 23,838 shares 23,838 $2.28M 0.02% +1 Timeline FND FLOOR & DECOR HLDGS INC More: the full row for FLOOR & DECOR HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,281 shares; 2024Q4: 20,236 shares; 2025Q1: 25,402 shares; 2025Q2: 34,111 shares; 2025Q3: 33,482 shares; 2025Q4: 37,206 shares 37,206 $2.27M 0.02% +3,724 Timeline TXRH TEXAS ROADHOUSE INC More: the full row for TEXAS ROADHOUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,075 shares; 2024Q4: 13,075 shares; 2025Q1: 13,335 shares; 2025Q2: 13,462 shares; 2025Q3: 13,581 shares; 2025Q4: 13,612 shares 13,612 $2.26M 0.02% +31 Timeline LCNB LCNB CORP More: the full row for LCNB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 136,971 shares; 2024Q4: 157,783 shares; 2025Q1: 149,763 shares; 2025Q2: 137,148 shares; 2025Q3: 137,207 shares; 2025Q4: 136,848 shares 136,848 $2.24M 0.02% -359 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: 14,789 shares; 2024Q4: 14,387 shares; 2025Q1: 13,942 shares; 2025Q2: 14,466 shares; 2025Q3: 14,580 shares; 2025Q4: 13,767 shares 13,767 $2.24M 0.02% -813 Timeline CNM CORE & MAIN INC More: the full row for CORE & MAIN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,830 shares; 2024Q4: 35,830 shares; 2025Q1: 34,540 shares; 2025Q2: 42,826 shares; 2025Q3: 43,070 shares; 2025Q4: 43,070 shares 43,070 $2.24M 0.02% 0 Timeline WTFC WINTRUST FINL CORP More: the full row for WINTRUST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,937 shares; 2024Q4: 24,027 shares; 2025Q1: 17,253 shares; 2025Q2: 17,401 shares; 2025Q3: 15,625 shares; 2025Q4: 15,594 shares 15,594 $2.18M 0.02% -31 Timeline ZBRA ZEBRA TECHNOLOGIES CORPORATI More: the full row for ZEBRA TECHNOLOGIES CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,478 shares; 2024Q4: 4,478 shares; 2025Q1: 4,384 shares; 2025Q2: 7,305 shares; 2025Q3: 7,305 shares; 2025Q4: 8,945 shares 8,945 $2.17M 0.02% +1,640 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: 5,041 shares; 2024Q4: 5,079 shares; 2025Q1: 5,051 shares; 2025Q2: 5,023 shares; 2025Q3: 7,391 shares; 2025Q4: 7,322 shares 7,322 $2.12M 0.02% -69 Timeline HDV 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: 5,340 shares; 2024Q4: 7,741 shares; 2025Q1: 9,641 shares; 2025Q2: 10,320 shares; 2025Q3: 12,436 shares; 2025Q4: 17,249 shares 17,249 $2.1M 0.02% +4,813 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,934 shares; 2024Q4: 44,359 shares; 2025Q1: 54,810 shares; 2025Q2: 48,321 shares; 2025Q3: 45,847 shares; 2025Q4: 43,495 shares 43,495 $2.08M 0.02% -2,352 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: 5,472 shares; 2024Q4: 5,347 shares; 2025Q1: 5,317 shares; 2025Q2: 4,814 shares; 2025Q3: 4,675 shares; 2025Q4: 4,434 shares 4,434 $2.07M 0.02% -241 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,540 shares; 2024Q4: 18,290 shares; 2025Q1: 19,106 shares; 2025Q2: 18,706 shares; 2025Q3: 14,966 shares; 2025Q4: 14,966 shares 14,966 $2.06M 0.02% 0 Timeline SLVP 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: 20,615 shares; 2024Q4: 25,615 shares; 2025Q1: 25,615 shares; 2025Q2: 25,615 shares; 2025Q3: 25,615 shares; 2025Q4: 60,000 shares 60,000 $2.06M 0.02% +34,385 Timeline WTS WATTS WATER TECHNOLOGIES INC More: the full row for WATTS WATER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,425 shares; 2024Q4: 9,425 shares; 2025Q1: 9,345 shares; 2025Q2: 9,416 shares; 2025Q3: 7,325 shares; 2025Q4: 7,325 shares 7,325 $2.02M 0.02% 0 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,142 shares; 2024Q4: 15,316 shares; 2025Q1: 16,065 shares; 2025Q2: 14,918 shares; 2025Q3: 14,918 shares; 2025Q4: 51,493 shares 51,493 $2.02M 0.02% +36,575 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: 4,500 shares; 2024Q4: 3,278 shares; 2025Q1: 3,643 shares; 2025Q2: 4,268 shares; 2025Q3: 4,914 shares; 2025Q4: 5,907 shares 5,907 $1.99M 0.02% +993 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: 32,924 shares; 2024Q4: 24,617 shares; 2025Q1: 23,571 shares; 2025Q2: 22,391 shares; 2025Q3: 22,615 shares; 2025Q4: 24,693 shares 24,693 $1.96M 0.02% +2,078 Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,090 shares; 2024Q4: 3,547 shares; 2025Q1: 3,535 shares; 2025Q2: 4,767 shares; 2025Q3: 4,798 shares; 2025Q4: 3,677 shares 3,677 $1.96M 0.02% -1,121 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: 24,352 shares; 2024Q4: 26,381 shares; 2025Q1: 26,488 shares; 2025Q2: 28,145 shares; 2025Q3: 28,647 shares; 2025Q4: 36,185 shares 36,185 $1.95M 0.02% +7,538 Timeline AROW ARROW FINL CORP More: the full row for ARROW FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,902 shares; 2024Q4: 39,902 shares; 2025Q1: 59,102 shares; 2025Q2: 59,622 shares; 2025Q3: 59,992 shares; 2025Q4: 61,882 shares 61,882 $1.94M 0.02% +1,890 Timeline IEO 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: 22,051 shares; 2024Q4: 22,051 shares; 2025Q1: 21,801 shares; 2025Q2: 21,801 shares; 2025Q3: 21,701 shares; 2025Q4: 21,701 shares 21,701 $1.94M 0.02% 0 Timeline FN FABRINET More: the full row for FABRINET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,815 shares; 2025Q1: 11,475 shares; 2025Q2: 7,319 shares; 2025Q3: 5,667 shares; 2025Q4: 4,236 shares 4,236 $1.93M 0.02% -1,431 Timeline ALSN ALLISON TRANSMISSION HLDGS I More: the full row for ALLISON TRANSMISSION HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,376 shares; 2024Q4: 27,380 shares; 2025Q1: 27,371 shares; 2025Q2: 28,259 shares; 2025Q3: 28,415 shares; 2025Q4: 19,228 shares 19,228 $1.88M 0.02% -9,187 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,168 shares; 2024Q4: 26,043 shares; 2025Q1: 25,380 shares; 2025Q2: 22,840 shares; 2025Q3: 23,036 shares; 2025Q4: 43,881 shares 43,881 $1.87M 0.02% +20,845 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: 1,288 shares; 2024Q4: 1,200 shares; 2025Q1: 1,165 shares; 2025Q2: 1,104 shares; 2025Q3: 1,103 shares; 2025Q4: 1,103 shares 1,103 $1.86M 0.02% 0 Timeline VPU 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: 7,006 shares; 2024Q4: 7,035 shares; 2025Q1: 7,034 shares; 2025Q2: 6,788 shares; 2025Q3: 10,886 shares; 2025Q4: 10,054 shares 10,054 $1.86M 0.02% -832 Timeline POR PORTLAND GEN ELEC CO More: the full row for PORTLAND GEN ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,110 shares; 2024Q4: 38,110 shares; 2025Q1: 37,960 shares; 2025Q2: 38,261 shares; 2025Q3: 38,563 shares; 2025Q4: 38,563 shares 38,563 $1.85M 0.02% 0 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,681 shares; 2024Q4: 28,159 shares; 2025Q1: 28,170 shares; 2025Q2: 28,132 shares; 2025Q3: 27,741 shares; 2025Q4: 27,041 shares 27,041 $1.84M 0.02% -700 Timeline BJ BJS WHSL CLUB HLDGS INC More: the full row for BJS WHSL CLUB HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,910 shares; 2024Q4: 24,967 shares; 2025Q1: 20,057 shares; 2025Q2: 20,238 shares; 2025Q3: 20,449 shares; 2025Q4: 20,397 shares 20,397 $1.84M 0.02% -52 Timeline BLD TOPBUILD COR More: the full row for TOPBUILD COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,914 shares; 2025Q1: 5,610 shares; 2025Q2: 5,618 shares; 2025Q3: 5,684 shares; 2025Q4: 4,374 shares 4,374 $1.82M 0.01% -1,310 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: 2,927 shares; 2024Q4: 4,644 shares; 2025Q1: 6,213 shares; 2025Q2: 5,135 shares; 2025Q3: 5,112 shares; 2025Q4: 5,113 shares 5,113 $1.81M 0.01% +1 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,757 shares; 2024Q4: 1,817 shares; 2025Q1: 1,771 shares; 2025Q2: 1,786 shares; 2025Q3: 1,781 shares; 2025Q4: 1,781 shares 1,781 $1.8M 0.01% 0 Timeline CWAN CLEARWATER ANALYTICS HLDGS I More: the full row for CLEARWATER ANALYTICS HLDGS I 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: 72,027 shares; 2025Q4: 73,073 shares 73,073 $1.76M 0.01% +1,046 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,189 shares; 2024Q4: 11,380 shares; 2025Q1: 11,359 shares; 2025Q2: 11,622 shares; 2025Q3: 11,565 shares; 2025Q4: 11,590 shares 11,590 $1.75M 0.01% +25 Timeline BROS DUTCH BROS INC More: the full row for DUTCH BROS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 28,304 shares 28,304 $1.73M 0.01% new Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 390,371 shares; 2024Q4: 118,060 shares; 2025Q1: 69,529 shares; 2025Q2: 46,854 shares; 2025Q3: 28,930 shares; 2025Q4: 19,134 shares 19,134 $1.72M 0.01% -9,796 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,029 shares; 2024Q4: 2,090 shares; 2025Q1: 1,992 shares; 2025Q2: 1,936 shares; 2025Q3: 2,014 shares; 2025Q4: 2,051 shares 2,051 $1.68M 0.01% +37 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,947 shares; 2024Q4: 2,828 shares; 2025Q1: 2,964 shares; 2025Q2: 3,035 shares; 2025Q3: 2,480 shares; 2025Q4: 2,194 shares 2,194 $1.68M 0.01% -286 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,511 shares; 2024Q4: 31,511 shares; 2025Q1: 35,887 shares; 2025Q2: 35,785 shares; 2025Q3: 35,976 shares; 2025Q4: 35,976 shares 35,976 $1.68M 0.01% 0 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,764 shares; 2024Q4: 9,954 shares; 2025Q1: 10,014 shares; 2025Q2: 9,911 shares; 2025Q3: 10,097 shares; 2025Q4: 14,181 shares 14,181 $1.67M 0.01% +4,084 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: 1,047 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,560 shares; 2025Q4: 10,646 shares 10,646 $1.67M 0.01% +9,086 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER 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: 49,850 shares; 2025Q4: 49,225 shares 49,225 $1.67M 0.01% -625 Timeline LYTS LSI INDS INC OHIO More: the full row for LSI INDS INC OHIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 117,366 shares; 2024Q4: 117,118 shares; 2025Q1: 116,766 shares; 2025Q2: 117,863 shares; 2025Q3: 117,863 shares; 2025Q4: 90,563 shares 90,563 $1.66M 0.01% -27,300 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,934 shares; 2024Q4: 4,943 shares; 2025Q1: 5,084 shares; 2025Q2: 4,824 shares; 2025Q3: 7,189 shares; 2025Q4: 7,353 shares 7,353 $1.64M 0.01% +164 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,696 shares; 2024Q4: 12,573 shares; 2025Q1: 13,832 shares; 2025Q2: 13,163 shares; 2025Q3: 12,939 shares; 2025Q4: 12,810 shares 12,810 $1.64M 0.01% -129 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: 14,709 shares; 2024Q4: 14,853 shares; 2025Q1: 14,773 shares; 2025Q2: 14,629 shares; 2025Q3: 14,629 shares; 2025Q4: 12,394 shares 12,394 $1.63M 0.01% -2,235 Timeline SPLV 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: 20,382 shares; 2024Q4: 19,857 shares; 2025Q1: 19,990 shares; 2025Q2: 22,622 shares; 2025Q3: 22,409 shares; 2025Q4: 22,773 shares 22,773 $1.63M 0.01% +364 Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,684 shares; 2024Q4: 15,043 shares; 2025Q1: 15,379 shares; 2025Q2: 15,639 shares; 2025Q3: 13,206 shares; 2025Q4: 12,440 shares 12,440 $1.62M 0.01% -766 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,962 shares; 2024Q4: 7,866 shares; 2025Q1: 7,852 shares; 2025Q2: 7,909 shares; 2025Q3: 7,909 shares; 2025Q4: 7,867 shares 7,867 $1.62M 0.01% -42 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: 26,434 shares; 2024Q4: 26,392 shares; 2025Q1: 26,092 shares; 2025Q2: 19,881 shares; 2025Q3: 20,081 shares; 2025Q4: 20,039 shares 20,039 $1.61M 0.01% -42 Timeline XSMO 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: 22,741 shares; 2024Q4: 22,741 shares; 2025Q1: 22,741 shares; 2025Q2: 21,381 shares; 2025Q3: 21,381 shares; 2025Q4: 22,162 shares 22,162 $1.6M 0.01% +781 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: 5,866 shares; 2024Q4: 5,485 shares; 2025Q1: 5,611 shares; 2025Q2: 5,376 shares; 2025Q3: 4,655 shares; 2025Q4: 4,548 shares 4,548 $1.59M 0.01% -107 Timeline DGS 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: 27,878 shares; 2024Q4: 27,703 shares; 2025Q1: 27,703 shares; 2025Q2: 27,458 shares; 2025Q3: 27,879 shares; 2025Q4: 27,829 shares 27,829 $1.59M 0.01% -50 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: 23,966 shares 23,966 $1.57M 0.01% new 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: 4,413 shares; 2024Q4: 4,123 shares; 2025Q1: 3,983 shares; 2025Q2: 4,486 shares; 2025Q3: 4,703 shares; 2025Q4: 5,133 shares 5,133 $1.55M 0.01% +430 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: 15,080 shares; 2024Q4: 16,629 shares; 2025Q1: 12,088 shares; 2025Q2: 14,249 shares; 2025Q3: 13,786 shares; 2025Q4: 12,613 shares 12,613 $1.55M 0.01% -1,173 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: 18,145 shares; 2024Q4: 18,049 shares; 2025Q1: 18,032 shares; 2025Q2: 17,768 shares; 2025Q3: 19,986 shares; 2025Q4: 18,827 shares 18,827 $1.5M 0.01% -1,159 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: 48,231 shares; 2024Q4: 48,331 shares; 2025Q1: 51,066 shares; 2025Q2: 51,066 shares; 2025Q3: 40,960 shares; 2025Q4: 40,960 shares 40,960 $1.49M 0.01% 0 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,444 shares; 2024Q4: 12,371 shares; 2025Q1: 12,251 shares; 2025Q2: 12,298 shares; 2025Q3: 13,167 shares; 2025Q4: 14,632 shares 14,632 $1.48M 0.01% +1,465 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: 26,130 shares; 2024Q4: 25,819 shares; 2025Q1: 24,715 shares; 2025Q2: 24,988 shares; 2025Q3: 20,145 shares; 2025Q4: 19,925 shares 19,925 $1.46M 0.01% -220 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: 15,806 shares; 2024Q4: 15,853 shares; 2025Q1: 15,543 shares; 2025Q2: 16,110 shares; 2025Q3: 16,062 shares; 2025Q4: 16,538 shares 16,538 $1.45M 0.01% +476 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: 8,056 shares; 2024Q4: 8,403 shares; 2025Q1: 8,003 shares; 2025Q2: 7,987 shares; 2025Q3: 8,009 shares; 2025Q4: 8,016 shares 8,016 $1.42M 0.01% +7 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: 19,728 shares; 2024Q4: 19,489 shares; 2025Q1: 8,526 shares; 2025Q2: 8,882 shares; 2025Q3: 9,226 shares; 2025Q4: 9,839 shares 9,839 $1.42M 0.01% +613 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,643 shares; 2024Q4: 28,023 shares; 2025Q1: 29,107 shares; 2025Q2: 27,830 shares; 2025Q3: 27,016 shares; 2025Q4: 26,472 shares 26,472 $1.4M 0.01% -544 Timeline OPPE 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: 29,121 shares; 2024Q4: 29,121 shares; 2025Q1: 29,121 shares; 2025Q2: 29,121 shares; 2025Q3: 29,121 shares; 2025Q4: 27,100 shares 27,100 $1.39M 0.01% -2,021 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: 10,826 shares; 2024Q4: 10,791 shares; 2025Q1: 10,820 shares; 2025Q2: 8,587 shares; 2025Q3: 8,530 shares; 2025Q4: 8,480 shares 8,480 $1.38M 0.01% -50 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: 13,772 shares; 2024Q4: 13,852 shares; 2025Q1: 13,829 shares; 2025Q2: 13,183 shares; 2025Q3: 13,606 shares; 2025Q4: 13,441 shares 13,441 $1.38M 0.01% -165 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,306 shares; 2024Q4: 5,527 shares; 2025Q1: 5,291 shares; 2025Q2: 5,009 shares; 2025Q3: 4,919 shares; 2025Q4: 4,919 shares 4,919 $1.35M 0.01% 0 Timeline HWKN HAWKINS INC More: the full row for HAWKINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,725 shares; 2024Q4: 24,050 shares; 2025Q1: 19,440 shares; 2025Q2: 14,998 shares; 2025Q3: 14,698 shares; 2025Q4: 9,498 shares 9,498 $1.35M 0.01% -5,200 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,085 shares; 2024Q4: 19,085 shares; 2025Q1: 19,085 shares; 2025Q2: 19,085 shares; 2025Q3: 19,130 shares; 2025Q4: 19,085 shares 19,085 $1.33M 0.01% -45 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: 708 shares; 2024Q4: 11,125 shares; 2025Q1: 11,176 shares; 2025Q2: 12,552 shares; 2025Q3: 12,771 shares; 2025Q4: 26,562 shares 26,562 $1.33M 0.01% +13,791 Timeline HY HYSTER-YALE INC More: the full row for HYSTER-YALE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,603 shares; 2024Q4: 44,603 shares; 2025Q1: 44,603 shares; 2025Q2: 44,603 shares; 2025Q3: 44,603 shares; 2025Q4: 44,603 shares 44,603 $1.33M 0.01% 0 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: 22,709 shares; 2024Q4: 23,091 shares; 2025Q1: 22,801 shares; 2025Q2: 22,800 shares; 2025Q3: 22,927 shares; 2025Q4: 15,912 shares 15,912 $1.31M 0.01% -7,015 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: 12,759 shares; 2024Q4: 12,642 shares; 2025Q1: 12,811 shares; 2025Q2: 5,998 shares; 2025Q3: 5,987 shares; 2025Q4: 6,103 shares 6,103 $1.29M 0.01% +116 Timeline EMBJ EMBRAER S.A. More: the full row for EMBRAER S.A. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,000 shares; 2024Q4: 25,000 shares; 2025Q1: 20,105 shares; 2025Q2: 20,105 shares; 2025Q3: 20,105 shares; 2025Q4: 20,105 shares 20,105 $1.29M 0.01% 0 Timeline SPSC SPS COMM INC More: the full row for SPS COMM 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: 13,682 shares; 2025Q2: 16,792 shares; 2025Q3: 27,557 shares; 2025Q4: 14,355 shares 14,355 $1.28M 0.01% -13,202 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,514 shares; 2024Q4: 4,532 shares; 2025Q1: 4,884 shares; 2025Q2: 4,385 shares; 2025Q3: 4,854 shares; 2025Q4: 4,866 shares 4,866 $1.28M 0.01% +12 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: 14,884 shares; 2024Q4: 14,891 shares; 2025Q1: 14,892 shares; 2025Q2: 14,584 shares; 2025Q3: 15,414 shares; 2025Q4: 15,375 shares 15,375 $1.28M 0.01% -39 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: 6,093 shares; 2024Q4: 6,095 shares; 2025Q1: 6,110 shares; 2025Q2: 5,984 shares; 2025Q3: 5,986 shares; 2025Q4: 5,994 shares 5,994 $1.27M 0.01% +8 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: 12,774 shares; 2024Q4: 13,569 shares; 2025Q1: 13,083 shares; 2025Q2: 12,908 shares; 2025Q3: 13,076 shares; 2025Q4: 10,788 shares 10,788 $1.26M 0.01% -2,288 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,099 shares; 2024Q4: 6,356 shares; 2025Q1: 5,901 shares; 2025Q2: 5,896 shares; 2025Q3: 8,942 shares; 2025Q4: 9,104 shares 9,104 $1.25M 0.01% +162 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,276 shares; 2024Q4: 6,739 shares; 2025Q1: 6,636 shares; 2025Q2: 7,046 shares; 2025Q3: 7,001 shares; 2025Q4: 6,810 shares 6,810 $1.21M 0.01% -191 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO 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: 18,366 shares 18,366 $1.2M 0.01% new 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: 4,829 shares; 2024Q4: 4,829 shares; 2025Q1: 5,029 shares; 2025Q2: 6,099 shares; 2025Q3: 6,076 shares; 2025Q4: 6,203 shares 6,203 $1.2M 0.01% +127 Timeline CPT CAMDEN PPTY TR More: the full row for CAMDEN PPTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,998 shares; 2024Q4: 20,319 shares; 2025Q1: 17,606 shares; 2025Q2: 16,545 shares; 2025Q3: 13,179 shares; 2025Q4: 10,880 shares 10,880 $1.2M 0.01% -2,299 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,866 shares; 2024Q4: 9,707 shares; 2025Q1: 9,139 shares; 2025Q2: 8,498 shares; 2025Q3: 45,659 shares; 2025Q4: 30,628 shares 30,628 $1.18M 0.01% -15,031 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,765 shares; 2024Q4: 18,226 shares; 2025Q1: 17,429 shares; 2025Q2: 18,168 shares; 2025Q3: 18,224 shares; 2025Q4: 18,170 shares 18,170 $1.16M 0.01% -54 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: 6,964 shares; 2024Q4: 6,754 shares; 2025Q1: 6,658 shares; 2025Q2: 6,633 shares; 2025Q3: 5,178 shares; 2025Q4: 4,738 shares 4,738 $1.15M 0.01% -440 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,330 shares; 2024Q4: 17,580 shares; 2025Q1: 19,410 shares; 2025Q2: 18,685 shares; 2025Q3: 14,476 shares; 2025Q4: 14,361 shares 14,361 $1.15M 0.01% -115 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: 1,406 shares; 2024Q4: 3,241 shares; 2025Q1: 2,947 shares; 2025Q2: 3,621 shares; 2025Q3: 4,122 shares; 2025Q4: 3,907 shares 3,907 $1.15M 0.01% -215 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: 8,512 shares; 2024Q4: 14,856 shares; 2025Q1: 9,316 shares; 2025Q2: 8,329 shares; 2025Q3: 8,174 shares; 2025Q4: 14,060 shares 14,060 $1.14M 0.01% +5,886 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: 5,427 shares; 2024Q4: 5,402 shares; 2025Q1: 5,293 shares; 2025Q2: 6,093 shares; 2025Q3: 6,262 shares; 2025Q4: 7,311 shares 7,311 $1.13M 0.01% +1,049 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,558 shares; 2024Q4: not reported; 2025Q1: 50,625 shares; 2025Q2: 50,532 shares; 2025Q3: 50,458 shares; 2025Q4: 50,363 shares 50,363 $1.13M 0.01% -95 Timeline MGK 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: 1,623 shares; 2024Q4: 2,465 shares; 2025Q1: 2,397 shares; 2025Q2: 2,347 shares; 2025Q3: 2,601 shares; 2025Q4: 2,725 shares 2,725 $1.12M 0.01% +124 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,311 shares; 2024Q4: 8,298 shares; 2025Q1: 9,307 shares; 2025Q2: 9,308 shares; 2025Q3: 8,963 shares; 2025Q4: 8,694 shares 8,694 $1.12M 0.01% -269 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,673 shares; 2024Q4: 16,862 shares; 2025Q1: 15,809 shares; 2025Q2: 14,815 shares; 2025Q3: 14,365 shares; 2025Q4: 14,311 shares 14,311 $1.11M 0.01% -54 Timeline KN KNOWLES CORP More: the full row for KNOWLES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,543 shares; 2024Q4: 51,543 shares; 2025Q1: 51,543 shares; 2025Q2: 71,984 shares; 2025Q3: 52,486 shares; 2025Q4: 51,543 shares 51,543 $1.1M 0.01% -943 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,862 shares; 2024Q4: 13,546 shares; 2025Q1: 13,015 shares; 2025Q2: 12,449 shares; 2025Q3: 11,253 shares; 2025Q4: 11,290 shares 11,290 $1.1M 0.01% +37 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: 10,432 shares; 2024Q4: 10,639 shares; 2025Q1: 14,365 shares; 2025Q2: 13,774 shares; 2025Q3: 13,908 shares; 2025Q4: 13,909 shares 13,909 $1.1M 0.01% +1 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: 2,545 shares; 2024Q4: 3,294 shares; 2025Q1: 3,308 shares; 2025Q2: 3,420 shares; 2025Q3: 3,420 shares; 2025Q4: 3,437 shares 3,437 $1.08M 0.01% +17 Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,040 shares; 2024Q4: 6,040 shares; 2025Q1: 6,040 shares; 2025Q2: 7,210 shares; 2025Q3: 7,710 shares; 2025Q4: 7,710 shares 7,710 $1.08M 0.01% 0 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,857 shares; 2024Q4: 7,261 shares; 2025Q1: 6,110 shares; 2025Q2: 6,105 shares; 2025Q3: 6,054 shares; 2025Q4: 5,793 shares 5,793 $1.08M 0.01% -261 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: 23,055 shares; 2024Q4: 18,773 shares; 2025Q1: 17,142 shares; 2025Q2: 16,842 shares; 2025Q3: 6,890 shares; 2025Q4: 5,968 shares 5,968 $1.07M 0.01% -922 Timeline PEY 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: 52,175 shares; 2024Q4: 52,175 shares; 2025Q1: 52,175 shares; 2025Q2: 52,175 shares; 2025Q3: 52,175 shares; 2025Q4: 52,175 shares 52,175 $1.06M 0.01% 0 Timeline SPEU 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: 8,639 shares; 2024Q4: 8,639 shares; 2025Q1: 8,639 shares; 2025Q2: 36,334 shares; 2025Q3: 22,249 shares; 2025Q4: 20,345 shares 20,345 $1.06M 0.01% -1,904 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: 12,628 shares; 2024Q4: 13,230 shares; 2025Q1: 12,778 shares; 2025Q2: 11,601 shares; 2025Q3: 11,563 shares; 2025Q4: 10,787 shares 10,787 $1.05M 0.01% -776 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: 9,334 shares; 2024Q4: 9,798 shares; 2025Q1: 10,157 shares; 2025Q2: 10,014 shares; 2025Q3: 10,085 shares; 2025Q4: 9,979 shares 9,979 $1.05M 0.01% -106 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: 14,686 shares; 2024Q4: 14,692 shares; 2025Q1: 14,409 shares; 2025Q2: 14,574 shares; 2025Q3: 10,874 shares; 2025Q4: 10,595 shares 10,595 $1.05M 0.01% -279 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,669 shares; 2024Q4: 53,206 shares; 2025Q1: 52,003 shares; 2025Q2: 27,975 shares; 2025Q3: 15,211 shares; 2025Q4: 10,228 shares 10,228 $1.05M 0.01% -4,983 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: 13,272 shares; 2024Q4: 13,482 shares; 2025Q1: 13,313 shares; 2025Q2: 11,521 shares; 2025Q3: 11,521 shares; 2025Q4: 12,021 shares 12,021 $1.05M 0.01% +500 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,356 shares; 2025Q1: 1,456 shares; 2025Q2: 4,624 shares; 2025Q3: 4,742 shares; 2025Q4: 4,320 shares 4,320 $1.05M 0.01% -422 Timeline VTWO 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: 8,050 shares; 2024Q4: 8,720 shares; 2025Q1: 8,328 shares; 2025Q2: 9,746 shares; 2025Q3: 10,359 shares; 2025Q4: 10,433 shares 10,433 $1.04M 0.01% +74 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: 9,516 shares; 2024Q4: 10,389 shares; 2025Q1: 10,389 shares; 2025Q2: 10,653 shares; 2025Q3: 10,965 shares; 2025Q4: 11,116 shares 11,116 $1M 0.01% +151 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: 3,779 shares; 2024Q4: 3,839 shares; 2025Q1: 7,261 shares; 2025Q2: 7,657 shares; 2025Q3: 8,276 shares; 2025Q4: 8,276 shares 8,276 $991K 0.01% 0 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: 1,882 shares; 2024Q4: 1,856 shares; 2025Q1: 1,901 shares; 2025Q2: 2,161 shares; 2025Q3: 2,117 shares; 2025Q4: 1,934 shares 1,934 $987K 0.01% -183 Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,856 shares; 2024Q4: 7,163 shares; 2025Q1: 7,054 shares; 2025Q2: 7,039 shares; 2025Q3: 7,039 shares; 2025Q4: 7,050 shares 7,050 $979K 0.01% +11 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: 12,341 shares; 2024Q4: 8,222 shares; 2025Q1: 8,059 shares; 2025Q2: 6,121 shares; 2025Q3: 6,610 shares; 2025Q4: 5,992 shares 5,992 $977K 0.01% -618 Timeline SCHK 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: 11,995 shares; 2024Q4: 25,722 shares; 2025Q1: 30,090 shares; 2025Q2: 29,623 shares; 2025Q3: 29,668 shares; 2025Q4: 29,627 shares 29,627 $972K 0.01% -41 Timeline ALC ALCON AG More: the full row for ALCON AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,251 shares; 2024Q4: 14,429 shares; 2025Q1: 14,214 shares; 2025Q2: 13,574 shares; 2025Q3: 13,386 shares; 2025Q4: 12,324 shares 12,324 $971K 0.01% -1,062 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: 24,028 shares; 2024Q4: 27,363 shares; 2025Q1: 27,368 shares; 2025Q2: 14,585 shares; 2025Q3: 14,614 shares; 2025Q4: 17,022 shares 17,022 $967K 0.01% +2,408 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: not reported; 2024Q4: 8,239 shares; 2025Q1: 8,569 shares; 2025Q2: 8,894 shares; 2025Q3: 8,902 shares; 2025Q4: 8,495 shares 8,495 $937K 0.01% -407 Timeline CR CRANE COMPANY More: the full row for CRANE COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,079 shares; 2024Q4: 5,079 shares; 2025Q1: 5,079 shares; 2025Q2: 5,079 shares; 2025Q3: 5,079 shares; 2025Q4: 5,079 shares 5,079 $937K 0.01% 0 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: 11,652 shares; 2024Q4: 11,053 shares; 2025Q1: 11,615 shares; 2025Q2: 8,754 shares; 2025Q3: 7,302 shares; 2025Q4: 7,303 shares 7,303 $933K 0.01% +1 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,484 shares; 2024Q4: 3,284 shares; 2025Q1: 3,999 shares; 2025Q2: 3,032 shares; 2025Q3: 3,107 shares; 2025Q4: 3,283 shares 3,283 $916K 0.01% +176 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: 6,181 shares; 2024Q4: 5,383 shares; 2025Q1: 5,541 shares; 2025Q2: 5,750 shares; 2025Q3: 5,766 shares; 2025Q4: 5,636 shares 5,636 $907K 0.01% -130 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: 4,485 shares; 2024Q4: 4,720 shares; 2025Q1: 4,700 shares; 2025Q2: 4,617 shares; 2025Q3: 3,117 shares; 2025Q4: 3,230 shares 3,230 $901K 0.01% +113 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: 8,310 shares; 2024Q4: 25,903 shares; 2025Q1: 27,946 shares; 2025Q2: 28,093 shares; 2025Q3: 27,576 shares; 2025Q4: 33,027 shares 33,027 $899K 0.01% +5,451 Timeline QDTE ROUNDHILL ETF TRUST More: the full row for ROUNDHILL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 28,650 shares; 2025Q3: 28,650 shares; 2025Q4: 28,650 shares 28,650 $884K 0.01% 0 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,133 shares; 2024Q4: 11,133 shares; 2025Q1: 10,902 shares; 2025Q2: 13,285 shares; 2025Q3: 13,145 shares; 2025Q4: 12,726 shares 12,726 $883K 0.01% -419 Timeline SCHV 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: 10,912 shares; 2024Q4: 33,111 shares; 2025Q1: 22,818 shares; 2025Q2: 29,776 shares; 2025Q3: 29,373 shares; 2025Q4: 29,664 shares 29,664 $878K 0.01% +291 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,029 shares; 2024Q4: 1,013 shares; 2025Q1: 1,013 shares; 2025Q2: 1,013 shares; 2025Q3: 1,013 shares; 2025Q4: 3,039 shares 3,039 $873K 0.01% +2,026 Timeline LSTR LANDSTAR SYS INC More: the full row for LANDSTAR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,900 shares; 2024Q4: 5,921 shares; 2025Q1: 5,900 shares; 2025Q2: 5,900 shares; 2025Q3: 6,078 shares; 2025Q4: 6,023 shares 6,023 $866K 0.01% -55 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,480 shares; 2024Q4: 10,747 shares; 2025Q1: 10,183 shares; 2025Q2: 10,601 shares; 2025Q3: 11,137 shares; 2025Q4: 9,670 shares 9,670 $865K 0.01% -1,467 Timeline PCTY PAYLOCITY HLDG CORP More: the full row for PAYLOCITY HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,818 shares; 2024Q4: 8,792 shares; 2025Q1: 8,355 shares; 2025Q2: 8,790 shares; 2025Q3: 8,749 shares; 2025Q4: 5,669 shares 5,669 $865K 0.01% -3,080 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,410 shares; 2024Q4: 1,570 shares; 2025Q1: 1,500 shares; 2025Q2: 1,647 shares; 2025Q3: 1,585 shares; 2025Q4: 1,535 shares 1,535 $862K 0.01% -50 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,885 shares; 2024Q4: 12,048 shares; 2025Q1: 12,721 shares; 2025Q2: 12,528 shares; 2025Q3: 12,535 shares; 2025Q4: 11,636 shares 11,636 $857K 0.01% -899 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: 5,936 shares; 2024Q4: 5,936 shares; 2025Q1: 5,996 shares; 2025Q2: 5,944 shares; 2025Q3: 5,944 shares; 2025Q4: 5,744 shares 5,744 $856K 0.01% -200 Timeline IJT 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: 5,502 shares; 2024Q4: 5,602 shares; 2025Q1: 5,602 shares; 2025Q2: 5,688 shares; 2025Q3: 6,058 shares; 2025Q4: 6,058 shares 6,058 $855K 0.01% 0 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,661 shares; 2024Q4: 9,493 shares; 2025Q1: 9,907 shares; 2025Q2: 9,756 shares; 2025Q3: 9,422 shares; 2025Q4: 9,297 shares 9,297 $855K 0.01% -125 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,275 shares; 2024Q4: 1,309 shares; 2025Q1: 1,813 shares; 2025Q2: 1,875 shares; 2025Q3: 2,198 shares; 2025Q4: 1,921 shares 1,921 $854K 0.01% -277 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: 15,786 shares; 2024Q4: 12,746 shares; 2025Q1: 12,144 shares; 2025Q2: 12,087 shares; 2025Q3: 11,937 shares; 2025Q4: 8,557 shares 8,557 $849K 0.01% -3,380 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: 455 shares; 2024Q4: 457 shares; 2025Q1: 458 shares; 2025Q2: 8,205 shares; 2025Q3: 9,067 shares; 2025Q4: 9,275 shares 9,275 $846K 0.01% +208 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: 2,843 shares; 2024Q4: 2,222 shares; 2025Q1: 2,222 shares; 2025Q2: 2,158 shares; 2025Q3: 2,731 shares; 2025Q4: 2,446 shares 2,446 $843K 0.01% -285 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: 2,506 shares; 2024Q4: 3,359 shares; 2025Q1: 6,759 shares; 2025Q2: 6,760 shares; 2025Q3: 7,160 shares; 2025Q4: 6,530 shares 6,530 $842K 0.01% -630 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: 4,018 shares; 2024Q4: 10,682 shares; 2025Q1: 12,528 shares; 2025Q2: 12,623 shares; 2025Q3: 12,510 shares; 2025Q4: 12,111 shares 12,111 $841K 0.01% -399 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,439 shares; 2024Q4: 7,640 shares; 2025Q1: 7,842 shares; 2025Q2: 7,314 shares; 2025Q3: 7,097 shares; 2025Q4: 7,306 shares 7,306 $825K 0.01% +209 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,990 shares; 2024Q4: 17,607 shares; 2025Q1: 15,868 shares; 2025Q2: 20,379 shares; 2025Q3: 16,742 shares; 2025Q4: 16,192 shares 16,192 $824K 0.01% -550 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: 2,501 shares; 2024Q4: 2,737 shares; 2025Q1: 2,691 shares; 2025Q2: 2,680 shares; 2025Q3: 2,687 shares; 2025Q4: 2,649 shares 2,649 $822K 0.01% -38 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,672 shares; 2024Q4: 8,574 shares; 2025Q1: 8,622 shares; 2025Q2: 9,598 shares; 2025Q3: 9,883 shares; 2025Q4: 10,194 shares 10,194 $818K 0.01% +311 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: 17,574 shares; 2024Q4: 15,086 shares; 2025Q1: 13,896 shares; 2025Q2: 12,980 shares; 2025Q3: 12,980 shares; 2025Q4: 11,054 shares 11,054 $814K 0.01% -1,926 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,915 shares; 2024Q4: 12,119 shares; 2025Q1: 12,115 shares; 2025Q2: 12,233 shares; 2025Q3: 9,633 shares; 2025Q4: 9,634 shares 9,634 $804K 0.01% +1 Timeline DON 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: 15,394 shares; 2024Q4: 14,893 shares; 2025Q1: 14,899 shares; 2025Q2: 15,088 shares; 2025Q3: 15,557 shares; 2025Q4: 15,574 shares 15,574 $804K 0.01% +17 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,721 shares; 2024Q4: 10,951 shares; 2025Q1: 10,603 shares; 2025Q2: 10,369 shares; 2025Q3: 10,387 shares; 2025Q4: 10,002 shares 10,002 $803K 0.01% -385 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,445 shares; 2025Q4: 4,566 shares 4,566 $787K 0.01% +121 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,994 shares; 2025Q3: 4,217 shares; 2025Q4: 8,698 shares 8,698 $783K 0.01% +4,481 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE 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: 4,559 shares; 2025Q2: 4,516 shares; 2025Q3: 4,865 shares; 2025Q4: 4,865 shares 4,865 $782K 0.01% 0 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: 795 shares; 2024Q4: 830 shares; 2025Q1: 860 shares; 2025Q2: 1,603 shares; 2025Q3: not reported; 2025Q4: 1,658 shares 1,658 $777K 0.01% new 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: 7,093 shares; 2024Q4: 6,646 shares; 2025Q1: 6,651 shares; 2025Q2: 6,623 shares; 2025Q3: 5,776 shares; 2025Q4: 5,655 shares 5,655 $770K 0.01% -121 Timeline MORN MORNINGSTAR INC More: the full row for MORNINGSTAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,257 shares; 2024Q4: 4,213 shares; 2025Q1: 4,202 shares; 2025Q2: 4,533 shares; 2025Q3: 4,398 shares; 2025Q4: 3,542 shares 3,542 $770K 0.01% -856 Timeline MGV 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: 5,229 shares; 2024Q4: 5,231 shares; 2025Q1: 5,518 shares; 2025Q2: 5,729 shares; 2025Q3: 5,732 shares; 2025Q4: 5,451 shares 5,451 $769K 0.01% -281 Timeline IYJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,187 shares 5,187 $769K 0.01% new Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,540 shares; 2024Q4: 15,659 shares; 2025Q1: 14,054 shares; 2025Q2: 11,527 shares; 2025Q3: 10,545 shares; 2025Q4: 10,423 shares 10,423 $766K 0.01% -122 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,540 shares; 2024Q4: 4,369 shares; 2025Q1: 4,688 shares; 2025Q2: 4,668 shares; 2025Q3: 4,613 shares; 2025Q4: 4,940 shares 4,940 $764K 0.01% +327 Timeline PTC PTC INC More: the full row for PTC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,927 shares; 2024Q4: 12,596 shares; 2025Q1: 12,482 shares; 2025Q2: 12,362 shares; 2025Q3: 4,463 shares; 2025Q4: 4,374 shares 4,374 $762K 0.01% -89 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,533 shares; 2024Q4: 5,493 shares; 2025Q1: 4,963 shares; 2025Q2: 5,017 shares; 2025Q3: 4,315 shares; 2025Q4: 3,743 shares 3,743 $754K 0.01% -572 Timeline SCZ 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: 8,031 shares; 2024Q4: 8,144 shares; 2025Q1: 8,349 shares; 2025Q2: 9,068 shares; 2025Q3: 9,644 shares; 2025Q4: 9,652 shares 9,652 $748K 0.01% +8 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,141 shares; 2024Q4: 19,141 shares; 2025Q1: 19,141 shares; 2025Q2: 18,923 shares; 2025Q3: 18,667 shares; 2025Q4: 18,667 shares 18,667 $739K 0.01% 0 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,521 shares; 2024Q4: 8,935 shares; 2025Q1: 9,095 shares; 2025Q2: 8,647 shares; 2025Q3: 8,481 shares; 2025Q4: 8,439 shares 8,439 $737K 0.01% -42 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: 1,729 shares; 2024Q4: 2,065 shares; 2025Q1: not reported; 2025Q2: 2,768 shares; 2025Q3: 5,646 shares; 2025Q4: 5,801 shares 5,801 $730K 0.01% +155 Timeline FOXA FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,517 shares; 2024Q4: 7,530 shares; 2025Q1: 7,530 shares; 2025Q2: 8,812 shares; 2025Q3: 9,904 shares; 2025Q4: 9,904 shares 9,904 $724K 0.01% 0 Timeline AZZ AZZ INC More: the full row for AZZ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,423 shares; 2025Q1: 4,636 shares; 2025Q2: 4,636 shares; 2025Q3: 4,479 shares; 2025Q4: 6,698 shares 6,698 $718K 0.01% +2,219 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: 6,403 shares; 2024Q4: 6,764 shares; 2025Q1: 6,390 shares; 2025Q2: 5,114 shares; 2025Q3: 5,114 shares; 2025Q4: 6,114 shares 6,114 $717K 0.01% +1,000 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: 11,862 shares; 2024Q4: 11,862 shares; 2025Q1: 11,862 shares; 2025Q2: 11,862 shares; 2025Q3: 11,862 shares; 2025Q4: 11,862 shares 11,862 $717K 0.01% 0 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: 9,111 shares; 2024Q4: 8,495 shares; 2025Q1: 8,295 shares; 2025Q2: 9,029 shares; 2025Q3: 8,829 shares; 2025Q4: 8,404 shares 8,404 $716K 0.01% -425 Timeline VXF 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: 2,266 shares; 2024Q4: 2,266 shares; 2025Q1: 2,408 shares; 2025Q2: 3,077 shares; 2025Q3: 3,275 shares; 2025Q4: 3,415 shares 3,415 $714K 0.01% +140 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: 13,953 shares; 2024Q4: 13,993 shares; 2025Q1: 13,988 shares; 2025Q2: 15,718 shares; 2025Q3: 14,990 shares; 2025Q4: 14,444 shares 14,444 $708K 0.01% -546 Timeline IBB 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: 5,436 shares; 2024Q4: 3,683 shares; 2025Q1: 3,641 shares; 2025Q2: 3,924 shares; 2025Q3: 4,174 shares; 2025Q4: 4,174 shares 4,174 $704K 0.01% 0 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,389 shares; 2024Q4: 4,329 shares; 2025Q1: 4,314 shares; 2025Q2: 4,324 shares; 2025Q3: 4,352 shares; 2025Q4: 4,352 shares 4,352 $699K 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: 13,403 shares; 2024Q4: 13,415 shares; 2025Q1: 10,549 shares; 2025Q2: 10,332 shares; 2025Q3: 10,340 shares; 2025Q4: 10,399 shares 10,399 $697K 0.01% +59 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: 15,594 shares; 2024Q4: 16,265 shares; 2025Q1: 16,680 shares; 2025Q2: 16,490 shares; 2025Q3: 16,595 shares; 2025Q4: 16,494 shares 16,494 $689K 0.01% -101 Timeline TFX TELEFLEX INCORPORATED More: the full row for TELEFLEX INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,089 shares; 2024Q4: 6,888 shares; 2025Q1: 6,741 shares; 2025Q2: 6,614 shares; 2025Q3: 5,928 shares; 2025Q4: 5,610 shares 5,610 $685K 0.01% -318 Timeline THFF FIRST FINANCIAL CORPORATION More: the full row for FIRST FINANCIAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,000 shares; 2024Q4: 7,000 shares; 2025Q1: 9,000 shares; 2025Q2: 9,000 shares; 2025Q3: 9,000 shares; 2025Q4: 11,295 shares 11,295 $682K 0.01% +2,295 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: 3,326 shares; 2024Q4: 3,813 shares; 2025Q1: 3,850 shares; 2025Q2: 4,305 shares; 2025Q3: 4,997 shares; 2025Q4: 5,347 shares 5,347 $682K 0.01% +350 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,223 shares; 2025Q2: 3,147 shares; 2025Q3: 3,232 shares; 2025Q4: 2,994 shares 2,994 $681K 0.01% -238 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: 3,354 shares; 2024Q4: 3,900 shares; 2025Q1: 3,187 shares; 2025Q2: 3,319 shares; 2025Q3: 2,810 shares; 2025Q4: 2,343 shares 2,343 $677K 0.01% -467 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 403 shares; 2025Q4: 1,093 shares 1,093 $669K 0.01% +690 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,067 shares; 2024Q4: 11,144 shares; 2025Q1: 11,276 shares; 2025Q2: 11,329 shares; 2025Q3: 11,528 shares; 2025Q4: 11,529 shares 11,529 $668K 0.01% +1 Timeline VMI VALMONT INDS INC More: the full row for VALMONT INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,757 shares; 2024Q4: 1,757 shares; 2025Q1: 1,757 shares; 2025Q2: 1,757 shares; 2025Q3: 1,757 shares; 2025Q4: 1,657 shares 1,657 $667K 0.01% -100 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: 4,189 shares; 2024Q4: 4,421 shares; 2025Q1: 4,891 shares; 2025Q2: 5,097 shares; 2025Q3: 6,253 shares; 2025Q4: 5,902 shares 5,902 $662K 0.01% -351 Timeline EMXC 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: 32,268 shares; 2024Q4: 10,276 shares; 2025Q1: 10,406 shares; 2025Q2: 9,093 shares; 2025Q3: 9,125 shares; 2025Q4: 9,109 shares 9,109 $662K 0.01% -16 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,600 shares; 2024Q4: 2,597 shares; 2025Q1: 2,599 shares; 2025Q2: 2,599 shares; 2025Q3: 2,599 shares; 2025Q4: 2,599 shares 2,599 $659K 0.01% 0 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,060 shares; 2024Q4: 6,060 shares; 2025Q1: 6,060 shares; 2025Q2: 5,672 shares; 2025Q3: 5,672 shares; 2025Q4: 5,672 shares 5,672 $645K 0.01% 0 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: 30,269 shares; 2024Q4: 29,432 shares; 2025Q1: 31,282 shares; 2025Q2: 29,658 shares; 2025Q3: 29,744 shares; 2025Q4: 28,840 shares 28,840 $643K 0.01% -904 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: 22,594 shares; 2024Q4: 4,554 shares; 2025Q1: 3,929 shares; 2025Q2: 3,880 shares; 2025Q3: 3,530 shares; 2025Q4: 3,555 shares 3,555 $641K 0.01% +25 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,521 shares; 2024Q4: 4,572 shares; 2025Q1: 4,511 shares; 2025Q2: 4,409 shares; 2025Q3: 7,324 shares; 2025Q4: 7,263 shares 7,263 $641K 0.01% -61 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: 5,434 shares; 2024Q4: 11,824 shares; 2025Q1: 15,344 shares; 2025Q2: 14,858 shares; 2025Q3: 15,694 shares; 2025Q4: 19,996 shares 19,996 $630K 0.01% +4,302 Timeline GLOB GLOBANT S A More: the full row for GLOBANT S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,009 shares; 2024Q4: 13,802 shares; 2025Q1: 15,790 shares; 2025Q2: 15,097 shares; 2025Q3: 14,042 shares; 2025Q4: 9,631 shares 9,631 $630K 0.01% -4,411 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,241 shares; 2024Q4: 9,094 shares; 2025Q1: 8,429 shares; 2025Q2: 7,922 shares; 2025Q3: 7,083 shares; 2025Q4: 6,583 shares 6,583 $628K 0.01% -500 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: 5,593 shares; 2024Q4: 5,668 shares; 2025Q1: 5,495 shares; 2025Q2: 5,505 shares; 2025Q3: 9,361 shares; 2025Q4: 9,361 shares 9,361 $627K 0.01% 0 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,950 shares; 2024Q4: 6,355 shares; 2025Q1: 6,355 shares; 2025Q2: 6,281 shares; 2025Q3: 6,449 shares; 2025Q4: 6,449 shares 6,449 $625K 0.01% 0 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,002 shares; 2024Q4: 22,674 shares; 2025Q1: 22,847 shares; 2025Q2: 24,375 shares; 2025Q3: 18,376 shares; 2025Q4: 17,966 shares 17,966 $624K 0.01% -410 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,038 shares; 2024Q4: 25,199 shares; 2025Q1: 25,596 shares; 2025Q2: 25,201 shares; 2025Q3: 25,929 shares; 2025Q4: 25,635 shares 25,635 $622K 0.01% -294 Timeline EGP EASTGROUP PPTYS INC More: the full row for EASTGROUP PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,440 shares; 2024Q4: 3,476 shares; 2025Q1: 3,487 shares; 2025Q2: 3,476 shares; 2025Q3: 3,476 shares; 2025Q4: 3,476 shares 3,476 $619K 0.01% 0 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,741 shares; 2024Q4: 10,123 shares; 2025Q1: 10,118 shares; 2025Q2: 10,089 shares; 2025Q3: 9,738 shares; 2025Q4: 9,738 shares 9,738 $618K 0.01% 0 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,195 shares; 2024Q4: 7,735 shares; 2025Q1: 6,942 shares; 2025Q2: 6,312 shares; 2025Q3: 6,189 shares; 2025Q4: 6,090 shares 6,090 $614K 0.01% -99 Timeline