VLUE 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: 441,233 shares; 2024Q4: 455,056 shares; 2025Q1: 457,832 shares; 2025Q2: 453,600 shares; 2025Q3: 459,226 shares; 2025Q4: 464,178 shares 464,178 $63.5M 4.28% +4,952 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: 854,676 shares; 2024Q4: 933,789 shares; 2025Q1: 966,077 shares; 2025Q2: 980,792 shares; 2025Q3: 984,592 shares; 2025Q4: 995,410 shares 995,410 $62.2M 4.19% +10,818 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: 149,780 shares; 2024Q4: 151,313 shares; 2025Q1: 153,507 shares; 2025Q2: 156,138 shares; 2025Q3: 156,393 shares; 2025Q4: 161,146 shares 161,146 $50.7M 3.42% +4,753 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: 217,158 shares; 2024Q4: 217,364 shares; 2025Q1: 217,314 shares; 2025Q2: 219,929 shares; 2025Q3: 223,038 shares; 2025Q4: 230,233 shares 230,233 $45.7M 3.08% +7,195 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 183,336 shares; 2024Q4: 181,530 shares; 2025Q1: 179,935 shares; 2025Q2: 175,869 shares; 2025Q3: 170,840 shares; 2025Q4: 175,897 shares 175,897 $44M 2.97% +5,057 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 600,218 shares; 2024Q4: 619,386 shares; 2025Q1: 633,774 shares; 2025Q2: 660,516 shares; 2025Q3: 687,999 shares; 2025Q4: 732,375 shares 732,375 $41.9M 2.83% +44,376 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 742,093 shares; 2024Q4: 694,680 shares; 2025Q1: 656,681 shares; 2025Q2: 640,090 shares; 2025Q3: 685,068 shares; 2025Q4: 647,825 shares 647,825 $38.8M 2.62% -37,243 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: 77,210 shares; 2024Q4: 82,903 shares; 2025Q1: 111,623 shares; 2025Q2: 112,578 shares; 2025Q3: 118,371 shares; 2025Q4: 125,392 shares 125,392 $34.1M 2.3% +7,021 Timeline IBDR 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: 969,855 shares; 2024Q4: 986,986 shares; 2025Q1: 1,085,993 shares; 2025Q2: 1,135,267 shares; 2025Q3: 1,288,343 shares; 2025Q4: 1,278,379 shares 1,278,379 $31M 2.09% -9,964 Timeline IVLU 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: 764,916 shares; 2024Q4: 803,824 shares; 2025Q1: 806,041 shares; 2025Q2: 808,775 shares; 2025Q3: 799,355 shares; 2025Q4: 810,176 shares 810,176 $30.8M 2.08% +10,821 Timeline IBDS 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: 968,787 shares; 2024Q4: 989,505 shares; 2025Q1: 1,083,382 shares; 2025Q2: 1,121,733 shares; 2025Q3: 1,268,483 shares; 2025Q4: 1,258,895 shares 1,258,895 $30.6M 2.06% -9,588 Timeline IBDT 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: 921,911 shares; 2024Q4: 947,947 shares; 2025Q1: 1,028,705 shares; 2025Q2: 1,069,915 shares; 2025Q3: 1,202,922 shares; 2025Q4: 1,196,223 shares 1,196,223 $30.4M 2.05% -6,699 Timeline IBDV 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: 1,376,104 shares 1,376,104 $30.4M 2.05% new 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: 477,664 shares; 2024Q4: 490,646 shares; 2025Q1: 514,281 shares; 2025Q2: 515,193 shares; 2025Q3: 516,892 shares; 2025Q4: 527,593 shares 527,593 $28.4M 1.91% +10,701 Timeline FRDM EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 501,193 shares; 2024Q4: 517,163 shares; 2025Q1: 515,602 shares; 2025Q2: 519,600 shares; 2025Q3: 518,090 shares; 2025Q4: 507,176 shares 507,176 $26M 1.75% -10,914 Timeline IBDU 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: 967,083 shares; 2024Q4: 795,473 shares; 2025Q1: 838,505 shares; 2025Q2: 912,316 shares; 2025Q3: 1,042,331 shares; 2025Q4: 1,036,202 shares 1,036,202 $24.3M 1.64% -6,129 Timeline GMED GLOBUS MED INC More: the full row for GLOBUS MED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 279,176 shares; 2025Q1: 279,176 shares; 2025Q2: 279,176 shares; 2025Q3: 279,335 shares; 2025Q4: 270,888 shares 270,888 $23.7M 1.6% -8,447 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 404,351 shares; 2024Q4: 429,083 shares; 2025Q1: 432,997 shares; 2025Q2: 437,453 shares; 2025Q3: 444,910 shares; 2025Q4: 467,470 shares 467,470 $21.2M 1.43% +22,560 Timeline BOXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 64,066 shares; 2025Q1: 65,198 shares; 2025Q2: 60,470 shares; 2025Q3: 236,786 shares; 2025Q4: 184,540 shares 184,540 $21.2M 1.43% -52,246 Timeline IMTM 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: 382,053 shares; 2024Q4: 397,824 shares; 2025Q1: 403,329 shares; 2025Q2: 407,253 shares; 2025Q3: 407,940 shares; 2025Q4: 425,758 shares 425,758 $20.4M 1.38% +17,818 Timeline DSMC ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 374,098 shares; 2024Q4: 396,107 shares; 2025Q1: 420,114 shares; 2025Q2: 482,792 shares; 2025Q3: 508,073 shares; 2025Q4: 556,779 shares 556,779 $19.7M 1.33% +48,706 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: 22,775 shares; 2024Q4: 28,100 shares; 2025Q1: 31,412 shares; 2025Q2: 32,587 shares; 2025Q3: 35,196 shares; 2025Q4: 40,054 shares 40,054 $19.4M 1.31% +4,858 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: 66,147 shares; 2024Q4: 67,907 shares; 2025Q1: 73,205 shares; 2025Q2: 77,497 shares; 2025Q3: 79,660 shares; 2025Q4: 81,057 shares 81,057 $15.5M 1.04% +1,397 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: 28,731 shares; 2024Q4: 28,282 shares; 2025Q1: 29,691 shares; 2025Q2: 32,040 shares; 2025Q3: 32,160 shares; 2025Q4: 31,158 shares 31,158 $15.2M 1.03% -1,002 Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 214,560 shares; 2025Q1: 466,272 shares; 2025Q2: 532,900 shares; 2025Q3: 524,487 shares; 2025Q4: 599,016 shares 599,016 $15M 1.01% +74,529 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: 341,723 shares; 2024Q4: 352,041 shares; 2025Q1: 352,727 shares; 2025Q2: 357,912 shares; 2025Q3: 359,732 shares; 2025Q4: 373,500 shares 373,500 $13.5M 0.91% +13,768 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: 49,597 shares; 2024Q4: 54,611 shares; 2025Q1: 57,178 shares; 2025Q2: 56,286 shares; 2025Q3: 62,281 shares; 2025Q4: 71,589 shares 71,589 $13.4M 0.9% +9,308 Timeline IBMS 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: 500,145 shares 500,145 $13M 0.88% new 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: 44,516 shares; 2024Q4: 45,025 shares; 2025Q1: 46,244 shares; 2025Q2: 46,782 shares; 2025Q3: 47,132 shares; 2025Q4: 47,246 shares 47,246 $12.2M 0.82% +114 Timeline IBMO 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: 630,761 shares; 2024Q4: 622,914 shares; 2025Q1: 528,357 shares; 2025Q2: 474,005 shares; 2025Q3: 473,772 shares; 2025Q4: 471,604 shares 471,604 $12.1M 0.82% -2,168 Timeline IBMP 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: 636,053 shares; 2024Q4: 628,341 shares; 2025Q1: 554,924 shares; 2025Q2: 401,761 shares; 2025Q3: 411,576 shares; 2025Q4: 411,966 shares 411,966 $10.5M 0.71% +390 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: 15,890 shares; 2024Q4: 16,280 shares; 2025Q1: 16,850 shares; 2025Q2: 24,762 shares; 2025Q3: 26,110 shares; 2025Q4: 28,221 shares 28,221 $9.46M 0.64% +2,111 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: 20,018 shares; 2024Q4: 21,001 shares; 2025Q1: 25,049 shares; 2025Q2: 25,671 shares; 2025Q3: 27,555 shares; 2025Q4: 29,896 shares 29,896 $9.38M 0.63% +2,341 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: 2,246 shares; 2024Q4: 5,294 shares; 2025Q1: 5,461 shares; 2025Q2: 5,427 shares; 2025Q3: 13,593 shares; 2025Q4: 14,080 shares 14,080 $8.83M 0.6% +487 Timeline WD WALKER & DUNLOP INC More: the full row for WALKER & DUNLOP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 138,401 shares; 2024Q4: 138,401 shares; 2025Q1: 138,401 shares; 2025Q2: 138,401 shares; 2025Q3: 138,401 shares; 2025Q4: 138,441 shares 138,441 $8.33M 0.56% +40 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: 196,745 shares; 2024Q4: 394,283 shares; 2025Q1: 411,823 shares; 2025Q2: 383,161 shares; 2025Q3: 353,756 shares; 2025Q4: 343,201 shares 343,201 $8.25M 0.56% -10,555 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: 24,616 shares; 2024Q4: 22,697 shares; 2025Q1: 33,140 shares; 2025Q2: 32,268 shares; 2025Q3: 36,466 shares; 2025Q4: 39,536 shares 39,536 $8.18M 0.55% +3,070 Timeline IBMQ 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: 634,290 shares; 2024Q4: 626,748 shares; 2025Q1: 554,311 shares; 2025Q2: 301,088 shares; 2025Q3: 309,280 shares; 2025Q4: 313,253 shares 313,253 $8.01M 0.54% +3,973 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 74,022 shares; 2025Q3: 93,022 shares; 2025Q4: 92,934 shares 92,934 $7.62M 0.51% -88 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: 117,301 shares; 2024Q4: 119,097 shares; 2025Q1: 115,147 shares; 2025Q2: 110,317 shares; 2025Q3: 107,874 shares; 2025Q4: 106,413 shares 106,413 $7.6M 0.51% -1,461 Timeline QVAL EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 146,484 shares; 2024Q4: 145,309 shares; 2025Q1: 143,470 shares; 2025Q2: 143,894 shares; 2025Q3: 146,765 shares; 2025Q4: 152,079 shares 152,079 $7.42M 0.5% +5,314 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: 50,903 shares; 2024Q4: 54,655 shares; 2025Q1: 54,762 shares; 2025Q2: 59,209 shares; 2025Q3: 65,512 shares; 2025Q4: 66,017 shares 66,017 $7.35M 0.5% +505 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: 14,200 shares; 2024Q4: 17,354 shares; 2025Q1: 22,191 shares; 2025Q2: 22,658 shares; 2025Q3: 25,957 shares; 2025Q4: 31,283 shares 31,283 $7.22M 0.49% +5,326 Timeline IBMR 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: 526,001 shares; 2024Q4: 156,982 shares; 2025Q1: 394,027 shares; 2025Q2: 277,247 shares; 2025Q3: 279,882 shares; 2025Q4: 279,534 shares 279,534 $7.11M 0.48% -348 Timeline JVAL J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 109,115 shares; 2024Q4: 105,438 shares; 2025Q1: 104,966 shares; 2025Q2: 143,006 shares; 2025Q3: 140,117 shares; 2025Q4: 136,936 shares 136,936 $6.72M 0.45% -3,181 Timeline BSCT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 259,345 shares; 2025Q1: 362,713 shares; 2025Q2: 340,868 shares; 2025Q3: 355,295 shares; 2025Q4: 355,700 shares 355,700 $6.7M 0.45% +405 Timeline QMOM EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,274 shares; 2024Q4: 95,991 shares; 2025Q1: 94,564 shares; 2025Q2: 95,037 shares; 2025Q3: 96,448 shares; 2025Q4: 99,980 shares 99,980 $6.53M 0.44% +3,532 Timeline BSMT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 426,234 shares; 2025Q1: 178,152 shares; 2025Q2: 286,752 shares; 2025Q3: 277,996 shares; 2025Q4: 272,702 shares 272,702 $6.31M 0.43% -5,294 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,564 shares; 2024Q4: 95,503 shares; 2025Q1: 106,546 shares; 2025Q2: 79,356 shares; 2025Q3: 79,175 shares; 2025Q4: 61,110 shares 61,110 $6.13M 0.41% -18,065 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,966 shares; 2024Q4: 17,545 shares; 2025Q1: 30,880 shares; 2025Q2: 33,526 shares; 2025Q3: 69,733 shares; 2025Q4: 76,840 shares 76,840 $6.06M 0.41% +7,107 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: 6,668 shares; 2024Q4: 8,519 shares; 2025Q1: 10,506 shares; 2025Q2: 12,230 shares; 2025Q3: 14,365 shares; 2025Q4: 19,067 shares 19,067 $5.97M 0.4% +4,702 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,638 shares; 2024Q4: 18,866 shares; 2025Q1: 43,100 shares; 2025Q2: 47,631 shares; 2025Q3: 92,316 shares; 2025Q4: 96,759 shares 96,759 $5.68M 0.38% +4,443 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: 55,056 shares; 2024Q4: 55,632 shares; 2025Q1: 53,316 shares; 2025Q2: 51,026 shares; 2025Q3: 50,388 shares; 2025Q4: 49,761 shares 49,761 $5.67M 0.38% -627 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,693 shares; 2024Q4: 3,896 shares; 2025Q1: 6,555 shares; 2025Q2: 7,736 shares; 2025Q3: 8,610 shares; 2025Q4: 12,212 shares 12,212 $5.49M 0.37% +3,602 Timeline BSMS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 22,533 shares; 2025Q1: not reported; 2025Q2: 251,708 shares; 2025Q3: 237,702 shares; 2025Q4: 231,189 shares 231,189 $5.43M 0.37% -6,513 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: 103,965 shares; 2024Q4: 197,704 shares; 2025Q1: 206,878 shares; 2025Q2: 182,821 shares; 2025Q3: 168,620 shares; 2025Q4: 167,250 shares 167,250 $5.27M 0.36% -1,370 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: 10,739 shares; 2024Q4: 12,531 shares; 2025Q1: 13,487 shares; 2025Q2: 14,720 shares; 2025Q3: 15,082 shares; 2025Q4: 14,909 shares 14,909 $5.23M 0.35% -173 Timeline CAOS EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 55,913 shares 55,913 $5.02M 0.34% new 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: 40,864 shares; 2024Q4: 47,921 shares; 2025Q1: 52,924 shares; 2025Q2: 56,075 shares; 2025Q3: 60,290 shares; 2025Q4: 65,005 shares 65,005 $5.01M 0.34% +4,715 Timeline SLQD 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: 97,860 shares; 2025Q4: 93,911 shares 93,911 $4.76M 0.32% -3,949 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,082 shares; 2024Q4: 40,087 shares; 2025Q1: 39,374 shares; 2025Q2: 37,902 shares; 2025Q3: 36,958 shares; 2025Q4: 35,923 shares 35,923 $4.76M 0.32% -1,035 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: 9,754 shares; 2024Q4: 10,719 shares; 2025Q1: 11,477 shares; 2025Q2: 14,711 shares; 2025Q3: 15,186 shares; 2025Q4: 14,800 shares 14,800 $4.5M 0.3% -386 Timeline IQDG 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: 115,914 shares; 2024Q4: 115,942 shares; 2025Q1: 114,843 shares; 2025Q2: 110,456 shares; 2025Q3: 109,188 shares; 2025Q4: 107,604 shares 107,604 $4.46M 0.3% -1,584 Timeline IVAL EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 133,638 shares; 2024Q4: 137,412 shares; 2025Q1: 136,091 shares; 2025Q2: 136,536 shares; 2025Q3: 135,094 shares; 2025Q4: 138,728 shares 138,728 $4.36M 0.29% +3,634 Timeline IMOM EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 111,335 shares; 2024Q4: 114,722 shares; 2025Q1: 112,739 shares; 2025Q2: 112,833 shares; 2025Q3: 110,402 shares; 2025Q4: 112,777 shares 112,777 $4.3M 0.29% +2,375 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: 7,350 shares; 2024Q4: 8,790 shares; 2025Q1: 9,395 shares; 2025Q2: 10,145 shares; 2025Q3: 9,288 shares; 2025Q4: 12,291 shares 12,291 $4.25M 0.29% +3,003 Timeline VUSB VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,646 shares; 2024Q4: 111,676 shares; 2025Q1: 143,193 shares; 2025Q2: 94,167 shares; 2025Q3: 90,928 shares; 2025Q4: 85,299 shares 85,299 $4.25M 0.29% -5,629 Timeline JMOM J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,199 shares; 2024Q4: 61,657 shares; 2025Q1: 62,355 shares; 2025Q2: 62,664 shares; 2025Q3: 62,622 shares; 2025Q4: 60,790 shares 60,790 $4.14M 0.28% -1,832 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: 3,293 shares; 2024Q4: 3,808 shares; 2025Q1: 4,503 shares; 2025Q2: 4,990 shares; 2025Q3: 5,390 shares; 2025Q4: 6,274 shares 6,274 $4.14M 0.28% +884 Timeline GSEW GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,451 shares; 2025Q2: 47,290 shares; 2025Q3: 47,484 shares; 2025Q4: 47,484 shares 47,484 $4.04M 0.27% 0 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,732 shares; 2024Q4: 61,518 shares; 2025Q1: 66,816 shares; 2025Q2: 72,700 shares; 2025Q3: 73,473 shares; 2025Q4: 71,272 shares 71,272 $4.04M 0.27% -2,201 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: 6,415 shares; 2024Q4: 6,979 shares; 2025Q1: 7,351 shares; 2025Q2: 7,598 shares; 2025Q3: 7,394 shares; 2025Q4: 8,004 shares 8,004 $4.02M 0.27% +610 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: 6,125 shares; 2024Q4: 7,553 shares; 2025Q1: 8,080 shares; 2025Q2: 9,981 shares; 2025Q3: 10,175 shares; 2025Q4: 12,378 shares 12,378 $3.99M 0.27% +2,203 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: 25,135 shares; 2024Q4: 25,389 shares; 2025Q1: 27,072 shares; 2025Q2: 28,634 shares; 2025Q3: 29,525 shares; 2025Q4: 33,102 shares 33,102 $3.98M 0.27% +3,577 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: 12,826 shares; 2024Q4: 18,699 shares; 2025Q1: 22,021 shares; 2025Q2: 25,573 shares; 2025Q3: 25,359 shares; 2025Q4: 24,736 shares 24,736 $3.97M 0.27% -623 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: 3,919 shares; 2024Q4: 4,148 shares; 2025Q1: 4,249 shares; 2025Q2: 3,979 shares; 2025Q3: 3,672 shares; 2025Q4: 3,639 shares 3,639 $3.91M 0.26% -33 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: 4,076 shares; 2024Q4: 4,377 shares; 2025Q1: 4,393 shares; 2025Q2: 4,668 shares; 2025Q3: 4,384 shares; 2025Q4: 4,402 shares 4,402 $3.8M 0.26% +18 Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,783 shares; 2024Q4: 55,540 shares; 2025Q1: 58,085 shares; 2025Q2: 60,052 shares; 2025Q3: 59,251 shares; 2025Q4: 59,000 shares 59,000 $3.73M 0.25% -251 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: 12,281 shares; 2024Q4: 17,527 shares; 2025Q1: 21,830 shares; 2025Q2: 24,979 shares; 2025Q3: 26,489 shares; 2025Q4: 28,247 shares 28,247 $3.47M 0.23% +1,758 Timeline SCHE 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: 100,358 shares; 2024Q4: 99,103 shares; 2025Q1: 94,491 shares; 2025Q2: 113,375 shares; 2025Q3: 107,593 shares; 2025Q4: 105,488 shares 105,488 $3.45M 0.23% -2,105 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: 8,593 shares; 2024Q4: 8,873 shares; 2025Q1: 8,157 shares; 2025Q2: 7,691 shares; 2025Q3: 7,668 shares; 2025Q4: 9,387 shares 9,387 $3.23M 0.22% +1,719 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: 64,796 shares; 2024Q4: 67,186 shares; 2025Q1: 73,859 shares; 2025Q2: 82,879 shares; 2025Q3: 88,594 shares; 2025Q4: 78,299 shares 78,299 $3.19M 0.22% -10,295 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: 42,845 shares; 2024Q4: 123,455 shares; 2025Q1: 123,558 shares; 2025Q2: 119,737 shares; 2025Q3: 116,670 shares; 2025Q4: 114,080 shares 114,080 $3.07M 0.21% -2,590 Timeline BUFB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,999 shares; 2024Q4: 90,386 shares; 2025Q1: 90,772 shares; 2025Q2: 87,888 shares; 2025Q3: 87,890 shares; 2025Q4: 83,167 shares 83,167 $3.05M 0.21% -4,723 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: 12,595 shares; 2024Q4: 9,534 shares; 2025Q1: 5,488 shares; 2025Q2: 9,148 shares; 2025Q3: 20,365 shares; 2025Q4: 21,126 shares 21,126 $3.03M 0.2% +761 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 126,253 shares 126,253 $2.99M 0.2% new Timeline BSMR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 22,158 shares; 2025Q1: not reported; 2025Q2: 140,666 shares; 2025Q3: 126,686 shares; 2025Q4: 126,137 shares 126,137 $2.99M 0.2% -549 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: 41,012 shares; 2024Q4: 41,866 shares; 2025Q1: 46,287 shares; 2025Q2: 52,404 shares; 2025Q3: 54,933 shares; 2025Q4: 50,935 shares 50,935 $2.94M 0.2% -3,998 Timeline PXH INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 123,498 shares; 2024Q4: 121,535 shares; 2025Q1: 117,499 shares; 2025Q2: 116,415 shares; 2025Q3: 114,366 shares; 2025Q4: 112,256 shares 112,256 $2.9M 0.2% -2,110 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: 18,319 shares; 2024Q4: 19,762 shares; 2025Q1: 19,423 shares; 2025Q2: 17,542 shares; 2025Q3: 21,523 shares; 2025Q4: 19,494 shares 19,494 $2.79M 0.19% -2,029 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: 17,770 shares; 2024Q4: 12,954 shares; 2025Q1: 18,742 shares; 2025Q2: 17,363 shares; 2025Q3: 20,864 shares; 2025Q4: 19,925 shares 19,925 $2.75M 0.19% -939 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: 20,912 shares; 2024Q4: 20,474 shares; 2025Q1: 19,951 shares; 2025Q2: 19,802 shares; 2025Q3: 21,393 shares; 2025Q4: 25,933 shares 25,933 $2.73M 0.18% +4,540 Timeline JBBB JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,297 shares; 2024Q4: 28,099 shares; 2025Q1: 29,983 shares; 2025Q2: 31,657 shares; 2025Q3: 63,357 shares; 2025Q4: 55,654 shares 55,654 $2.65M 0.18% -7,703 Timeline FLBL FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,965 shares; 2024Q4: 56,410 shares; 2025Q1: 60,627 shares; 2025Q2: 63,025 shares; 2025Q3: 126,743 shares; 2025Q4: 113,332 shares 113,332 $2.65M 0.18% -13,411 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,419 shares; 2024Q4: 53,901 shares; 2025Q1: 55,458 shares; 2025Q2: 56,686 shares; 2025Q3: 56,769 shares; 2025Q4: 58,490 shares 58,490 $2.64M 0.18% +1,721 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,822 shares; 2024Q4: 10,809 shares; 2025Q1: 11,998 shares; 2025Q2: 20,246 shares; 2025Q3: 20,220 shares; 2025Q4: 22,338 shares 22,338 $2.61M 0.18% +2,118 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: 16,200 shares; 2024Q4: 23,339 shares; 2025Q1: 24,907 shares; 2025Q2: 25,983 shares; 2025Q3: 31,703 shares; 2025Q4: 34,085 shares 34,085 $2.57M 0.17% +2,382 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: 5,976 shares; 2024Q4: 6,350 shares; 2025Q1: 8,150 shares; 2025Q2: 7,851 shares; 2025Q3: 8,635 shares; 2025Q4: 10,904 shares 10,904 $2.52M 0.17% +2,269 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: 3,643 shares; 2024Q4: 5,627 shares; 2025Q1: 5,456 shares; 2025Q2: 6,655 shares; 2025Q3: 6,286 shares; 2025Q4: 9,048 shares 9,048 $2.43M 0.16% +2,762 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,648 shares; 2024Q4: 75,377 shares; 2025Q1: 81,329 shares; 2025Q2: 82,929 shares; 2025Q3: 162,887 shares; 2025Q4: 62,502 shares 62,502 $2.34M 0.16% -100,385 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: 30,837 shares; 2024Q4: 33,815 shares; 2025Q1: 32,170 shares; 2025Q2: 35,867 shares; 2025Q3: 38,854 shares; 2025Q4: 42,275 shares 42,275 $2.33M 0.16% +3,421 Timeline GSIE GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,227 shares; 2024Q4: 59,986 shares; 2025Q1: 57,066 shares; 2025Q2: 54,336 shares; 2025Q3: 54,046 shares; 2025Q4: 53,370 shares 53,370 $2.29M 0.15% -676 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: 3,542 shares; 2024Q4: 3,697 shares; 2025Q1: 3,841 shares; 2025Q2: 5,227 shares; 2025Q3: 5,853 shares; 2025Q4: 6,371 shares 6,371 $2.14M 0.14% +518 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,404 shares; 2025Q4: 42,136 shares 42,136 $2.09M 0.14% +37,732 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 23,674 shares; 2025Q3: 23,674 shares; 2025Q4: 24,116 shares 24,116 $2.04M 0.14% +442 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,992 shares; 2024Q4: 2,149 shares; 2025Q1: 2,299 shares; 2025Q2: 2,369 shares; 2025Q3: 2,377 shares; 2025Q4: 2,480 shares 2,480 $2.03M 0.14% +103 Timeline PTLC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,970 shares; 2024Q4: 37,873 shares; 2025Q1: 38,053 shares; 2025Q2: 37,720 shares; 2025Q3: 37,724 shares; 2025Q4: 35,945 shares 35,945 $2M 0.13% -1,779 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: 1,537 shares; 2024Q4: 2,023 shares; 2025Q1: 1,917 shares; 2025Q2: 2,964 shares; 2025Q3: 3,243 shares; 2025Q4: 3,456 shares 3,456 $1.98M 0.13% +213 Timeline CHT CHUNGHWA TELECOM CO LTD More: the full row for CHUNGHWA TELECOM CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,573 shares; 2024Q4: 34,401 shares; 2025Q1: 40,103 shares; 2025Q2: 43,304 shares; 2025Q3: 48,037 shares; 2025Q4: 47,392 shares 47,392 $1.98M 0.13% -645 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: 10,267 shares; 2024Q4: 15,069 shares; 2025Q1: 14,638 shares; 2025Q2: 16,231 shares; 2025Q3: 16,133 shares; 2025Q4: 21,047 shares 21,047 $1.96M 0.13% +4,914 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: 7,261 shares; 2024Q4: 7,456 shares; 2025Q1: 8,686 shares; 2025Q2: 8,697 shares; 2025Q3: 9,364 shares; 2025Q4: 8,927 shares 8,927 $1.96M 0.13% -437 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,765 shares; 2024Q4: 5,321 shares; 2025Q1: 9,159 shares; 2025Q2: 10,136 shares; 2025Q3: 11,626 shares; 2025Q4: 13,264 shares 13,264 $1.94M 0.13% +1,638 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: 5,494 shares; 2024Q4: 5,258 shares; 2025Q1: 4,738 shares; 2025Q2: 4,638 shares; 2025Q3: 5,811 shares; 2025Q4: 5,709 shares 5,709 $1.88M 0.13% -102 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: 5,439 shares; 2024Q4: 6,761 shares; 2025Q1: 8,340 shares; 2025Q2: 8,545 shares; 2025Q3: 9,271 shares; 2025Q4: 10,170 shares 10,170 $1.87M 0.13% +899 Timeline CTRN CITI TRENDS INC More: the full row for CITI TRENDS 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: 35,000 shares; 2025Q2: 33,600 shares; 2025Q3: 38,602 shares; 2025Q4: 44,497 shares 44,497 $1.85M 0.12% +5,895 Timeline TLK TELEKOMUNIKASI IND More: the full row for TELEKOMUNIKASI IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,640 shares; 2024Q4: 29,595 shares; 2025Q1: 28,569 shares; 2025Q2: 72,629 shares; 2025Q3: 80,498 shares; 2025Q4: 87,022 shares 87,022 $1.83M 0.12% +6,524 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: 7,195 shares; 2024Q4: 18,046 shares; 2025Q1: 18,145 shares; 2025Q2: 16,486 shares; 2025Q3: 17,079 shares; 2025Q4: 10,302 shares 10,302 $1.83M 0.12% -6,777 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: 7,614 shares; 2024Q4: 7,994 shares; 2025Q1: 7,059 shares; 2025Q2: 7,752 shares; 2025Q3: 8,237 shares; 2025Q4: 8,743 shares 8,743 $1.83M 0.12% +506 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: 1,330 shares; 2024Q4: 1,468 shares; 2025Q1: 1,534 shares; 2025Q2: 1,570 shares; 2025Q3: 1,748 shares; 2025Q4: 2,069 shares 2,069 $1.82M 0.12% +321 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: 4,323 shares; 2024Q4: 5,121 shares; 2025Q1: 6,162 shares; 2025Q2: 7,503 shares; 2025Q3: 7,649 shares; 2025Q4: 7,048 shares 7,048 $1.81M 0.12% -601 Timeline VALE VALE S A More: the full row for VALE S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,093 shares; 2024Q4: 43,222 shares; 2025Q1: 82,814 shares; 2025Q2: 79,105 shares; 2025Q3: 118,664 shares; 2025Q4: 135,416 shares 135,416 $1.76M 0.12% +16,752 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: 4,356 shares; 2024Q4: 5,133 shares; 2025Q1: 5,833 shares; 2025Q2: 5,199 shares; 2025Q3: 6,934 shares; 2025Q4: 7,139 shares 7,139 $1.76M 0.12% +205 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: 4,135 shares; 2024Q4: 4,667 shares; 2025Q1: 5,611 shares; 2025Q2: 5,979 shares; 2025Q3: 5,594 shares; 2025Q4: 5,991 shares 5,991 $1.74M 0.12% +397 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,188 shares; 2024Q4: 13,378 shares; 2025Q1: 16,467 shares; 2025Q2: 17,627 shares; 2025Q3: 20,878 shares; 2025Q4: 21,695 shares 21,695 $1.71M 0.12% +817 Timeline RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,913 shares; 2024Q4: 48,141 shares; 2025Q1: 49,774 shares; 2025Q2: 51,059 shares; 2025Q3: 51,758 shares; 2025Q4: 41,189 shares 41,189 $1.66M 0.11% -10,569 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,819 shares; 2024Q4: 53,345 shares; 2025Q1: 43,915 shares; 2025Q2: 43,988 shares; 2025Q3: 39,454 shares; 2025Q4: 32,300 shares 32,300 $1.65M 0.11% -7,154 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: 3,687 shares; 2024Q4: 4,173 shares; 2025Q1: 3,158 shares; 2025Q2: 4,107 shares; 2025Q3: 3,998 shares; 2025Q4: 3,393 shares 3,393 $1.64M 0.11% -605 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,438 shares; 2024Q4: 34,747 shares; 2025Q1: 35,696 shares; 2025Q2: 32,969 shares; 2025Q3: 34,999 shares; 2025Q4: 35,170 shares 35,170 $1.63M 0.11% +171 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: 14,480 shares; 2024Q4: 14,541 shares; 2025Q1: 15,010 shares; 2025Q2: 14,744 shares; 2025Q3: 14,582 shares; 2025Q4: 14,661 shares 14,661 $1.62M 0.11% +79 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,493 shares; 2024Q4: 12,400 shares; 2025Q1: 11,673 shares; 2025Q2: 8,762 shares; 2025Q3: 9,837 shares; 2025Q4: 8,150 shares 8,150 $1.59M 0.11% -1,687 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,388 shares; 2024Q4: 2,430 shares; 2025Q1: 2,908 shares; 2025Q2: 3,765 shares; 2025Q3: 4,984 shares; 2025Q4: 5,555 shares 5,555 $1.57M 0.11% +571 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: 2,212 shares; 2024Q4: 2,379 shares; 2025Q1: 2,822 shares; 2025Q2: 3,893 shares; 2025Q3: 4,211 shares; 2025Q4: 4,714 shares 4,714 $1.53M 0.1% +503 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: 2,332 shares; 2024Q4: 2,784 shares; 2025Q1: 3,066 shares; 2025Q2: 5,751 shares; 2025Q3: 7,130 shares; 2025Q4: 8,580 shares 8,580 $1.52M 0.1% +1,450 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: 2,701 shares; 2024Q4: 4,439 shares; 2025Q1: 3,256 shares; 2025Q2: 7,998 shares; 2025Q3: 8,348 shares; 2025Q4: 8,380 shares 8,380 $1.51M 0.1% +32 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: 1,562 shares; 2024Q4: 1,749 shares; 2025Q1: 1,981 shares; 2025Q2: 2,038 shares; 2025Q3: 2,310 shares; 2025Q4: 2,645 shares 2,645 $1.51M 0.1% +335 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: not reported; 2024Q4: not reported; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 2 shares 2 $1.51M 0.1% 0 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,574 shares; 2024Q4: 44,743 shares; 2025Q1: 51,865 shares; 2025Q2: 55,108 shares; 2025Q3: 59,164 shares; 2025Q4: 64,350 shares 64,350 $1.5M 0.1% +5,186 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: 11,313 shares; 2024Q4: 12,348 shares; 2025Q1: 12,643 shares; 2025Q2: 13,067 shares; 2025Q3: 14,877 shares; 2025Q4: 15,552 shares 15,552 $1.46M 0.1% +675 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 481 shares; 2024Q4: 701 shares; 2025Q1: 696 shares; 2025Q2: 1,061 shares; 2025Q3: 2,101 shares; 2025Q4: 2,109 shares 2,109 $1.44M 0.1% +8 Timeline GNR SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23,141 shares 23,141 $1.44M 0.1% new Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,437 shares; 2024Q4: 7,437 shares; 2025Q1: 13,254 shares; 2025Q2: 14,633 shares; 2025Q3: 26,670 shares; 2025Q4: 28,703 shares 28,703 $1.42M 0.1% +2,033 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,637 shares; 2025Q3: 17,767 shares; 2025Q4: 17,626 shares 17,626 $1.41M 0.1% -141 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: 809 shares; 2024Q4: 894 shares; 2025Q1: 971 shares; 2025Q2: 15,097 shares; 2025Q3: 15,947 shares; 2025Q4: 15,145 shares 15,145 $1.38M 0.09% -802 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: 3,875 shares; 2024Q4: 4,331 shares; 2025Q1: 4,438 shares; 2025Q2: 3,715 shares; 2025Q3: 4,052 shares; 2025Q4: 4,461 shares 4,461 $1.37M 0.09% +409 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: 3,343 shares; 2024Q4: 3,525 shares; 2025Q1: 3,523 shares; 2025Q2: 4,674 shares; 2025Q3: 4,782 shares; 2025Q4: 5,658 shares 5,658 $1.37M 0.09% +876 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: 185 shares; 2024Q4: 202 shares; 2025Q1: 205 shares; 2025Q2: 240 shares; 2025Q3: 244 shares; 2025Q4: 254 shares 254 $1.36M 0.09% +10 Timeline PXF 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: 23,951 shares; 2024Q4: 23,888 shares; 2025Q1: 22,187 shares; 2025Q2: 20,290 shares; 2025Q3: 20,112 shares; 2025Q4: 20,618 shares 20,618 $1.35M 0.09% +506 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,970 shares; 2024Q4: 3,326 shares; 2025Q1: 4,542 shares; 2025Q2: 14,142 shares; 2025Q3: 10,058 shares; 2025Q4: 13,658 shares 13,658 $1.35M 0.09% +3,600 Timeline BSMQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 22,223 shares; 2025Q1: 22,223 shares; 2025Q2: 55,773 shares; 2025Q3: 55,236 shares; 2025Q4: 56,599 shares 56,599 $1.34M 0.09% +1,363 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: 14,077 shares; 2024Q4: 14,250 shares; 2025Q1: 14,728 shares; 2025Q2: 14,699 shares; 2025Q3: 14,222 shares; 2025Q4: 15,231 shares 15,231 $1.33M 0.09% +1,009 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: 6,559 shares; 2024Q4: 7,005 shares; 2025Q1: 7,529 shares; 2025Q2: 8,953 shares; 2025Q3: 8,419 shares; 2025Q4: 9,616 shares 9,616 $1.33M 0.09% +1,197 Timeline HGER HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 53,303 shares 53,303 $1.32M 0.09% new Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,070 shares; 2024Q4: 12,485 shares; 2025Q1: 20,461 shares; 2025Q2: 19,623 shares; 2025Q3: 19,863 shares; 2025Q4: 10,817 shares 10,817 $1.3M 0.09% -9,046 Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,768 shares; 2024Q4: 48,435 shares; 2025Q1: 50,422 shares; 2025Q2: 40,599 shares; 2025Q3: 42,236 shares; 2025Q4: 50,901 shares 50,901 $1.3M 0.09% +8,665 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,168 shares; 2024Q4: 9,261 shares; 2025Q1: 8,878 shares; 2025Q2: 9,009 shares; 2025Q3: 9,060 shares; 2025Q4: 9,178 shares 9,178 $1.29M 0.09% +118 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: 6,559 shares; 2024Q4: 6,732 shares; 2025Q1: 6,684 shares; 2025Q2: 6,705 shares; 2025Q3: 6,460 shares; 2025Q4: 6,206 shares 6,206 $1.29M 0.09% -254 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: 8,107 shares; 2024Q4: 8,741 shares; 2025Q1: 12,585 shares; 2025Q2: 11,350 shares; 2025Q3: 12,470 shares; 2025Q4: 15,389 shares 15,389 $1.28M 0.09% +2,919 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: 18,265 shares; 2024Q4: 41,011 shares; 2025Q1: 50,421 shares; 2025Q2: 50,802 shares; 2025Q3: 52,135 shares; 2025Q4: 49,709 shares 49,709 $1.23M 0.08% -2,426 Timeline FXE INVESCO CURRENCYSHARES EURO More: the full row for INVESCO CURRENCYSHARES EURO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,109 shares; 2024Q4: 11,109 shares; 2025Q1: 11,109 shares; 2025Q2: 11,109 shares; 2025Q3: 11,109 shares; 2025Q4: 11,109 shares 11,109 $1.2M 0.08% 0 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,289 shares; 2024Q4: 9,781 shares; 2025Q1: 8,684 shares; 2025Q2: 6,190 shares; 2025Q3: 4,457 shares; 2025Q4: 4,061 shares 4,061 $1.2M 0.08% -396 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,066 shares 24,066 $1.19M 0.08% new Timeline INFY INFOSYS LTD More: the full row for INFOSYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,328 shares; 2024Q4: 51,652 shares; 2025Q1: 38,953 shares; 2025Q2: 39,048 shares; 2025Q3: 49,136 shares; 2025Q4: 65,527 shares 65,527 $1.17M 0.08% +16,391 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,278 shares; 2025Q3: 8,555 shares; 2025Q4: 9,100 shares 9,100 $1.16M 0.08% +545 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,780 shares; 2024Q4: 13,543 shares; 2025Q1: 12,908 shares; 2025Q2: 10,515 shares; 2025Q3: 10,309 shares; 2025Q4: 9,291 shares 9,291 $1.16M 0.08% -1,018 Timeline NWG NATWEST GROUP PLC More: the full row for NATWEST GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,850 shares; 2024Q4: 62,780 shares; 2025Q1: 64,633 shares; 2025Q2: 52,645 shares; 2025Q3: 59,507 shares; 2025Q4: 65,668 shares 65,668 $1.15M 0.08% +6,161 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: not reported; 2024Q4: not reported; 2025Q1: 9,564 shares; 2025Q2: 26,288 shares; 2025Q3: 32,642 shares; 2025Q4: 45,960 shares 45,960 $1.14M 0.08% +13,318 Timeline OPLN OPENLANE INC More: the full row for OPENLANE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,400 shares; 2024Q4: 38,400 shares; 2025Q1: 39,400 shares; 2025Q2: 38,400 shares; 2025Q3: 38,400 shares; 2025Q4: 38,400 shares 38,400 $1.14M 0.08% 0 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,664 shares; 2025Q1: 5,239 shares; 2025Q2: 8,156 shares; 2025Q3: 8,541 shares; 2025Q4: 8,322 shares 8,322 $1.14M 0.08% -219 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: 3,111 shares; 2024Q4: 3,049 shares; 2025Q1: 4,540 shares; 2025Q2: 3,473 shares; 2025Q3: 3,222 shares; 2025Q4: 3,450 shares 3,450 $1.13M 0.08% +228 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: 4,815 shares; 2024Q4: 5,246 shares; 2025Q1: 9,743 shares; 2025Q2: 10,242 shares; 2025Q3: 12,864 shares; 2025Q4: 15,271 shares 15,271 $1.12M 0.08% +2,407 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,894 shares; 2024Q4: 12,809 shares; 2025Q1: 14,498 shares; 2025Q2: 16,798 shares; 2025Q3: 13,845 shares; 2025Q4: 13,893 shares 13,893 $1.1M 0.07% +48 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,482 shares; 2024Q4: 3,614 shares; 2025Q1: 3,596 shares; 2025Q2: 4,278 shares; 2025Q3: 3,491 shares; 2025Q4: 3,534 shares 3,534 $1.1M 0.07% +43 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,284 shares; 2024Q4: 4,475 shares; 2025Q1: 4,514 shares; 2025Q2: 5,474 shares; 2025Q3: 6,035 shares; 2025Q4: 6,408 shares 6,408 $1.09M 0.07% +373 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: not reported; 2024Q4: 3,641 shares; 2025Q1: 5,984 shares; 2025Q2: 7,772 shares; 2025Q3: 12,806 shares; 2025Q4: 11,308 shares 11,308 $1.09M 0.07% -1,498 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,574 shares; 2024Q4: 1,588 shares; 2025Q1: 1,588 shares; 2025Q2: 2,288 shares; 2025Q3: 2,288 shares; 2025Q4: 2,288 shares 2,288 $1.08M 0.07% 0 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: 5,210 shares; 2024Q4: 5,062 shares; 2025Q1: 5,202 shares; 2025Q2: 5,689 shares; 2025Q3: 8,745 shares; 2025Q4: 9,200 shares 9,200 $1.08M 0.07% +455 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,693 shares; 2024Q4: 50,013 shares; 2025Q1: 61,076 shares; 2025Q2: 67,827 shares; 2025Q3: 78,632 shares; 2025Q4: 91,537 shares 91,537 $1.07M 0.07% +12,905 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: 9,772 shares; 2024Q4: 42,669 shares; 2025Q1: 44,696 shares; 2025Q2: 47,191 shares; 2025Q3: 32,574 shares; 2025Q4: 32,763 shares 32,763 $1.07M 0.07% +189 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19,116 shares; 2025Q1: 32,602 shares; 2025Q2: 30,968 shares; 2025Q3: 31,573 shares; 2025Q4: 16,075 shares 16,075 $1.06M 0.07% -15,498 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: 9,000 shares; 2024Q4: 9,430 shares; 2025Q1: 9,695 shares; 2025Q2: 9,669 shares; 2025Q3: 10,618 shares; 2025Q4: 6,882 shares 6,882 $1.06M 0.07% -3,736 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: 3,414 shares; 2024Q4: 3,777 shares; 2025Q1: 4,011 shares; 2025Q2: 3,979 shares; 2025Q3: 4,019 shares; 2025Q4: 4,300 shares 4,300 $1.04M 0.07% +281 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: 6,354 shares; 2024Q4: 7,495 shares; 2025Q1: 9,416 shares; 2025Q2: 11,218 shares; 2025Q3: 13,878 shares; 2025Q4: 14,922 shares 14,922 $1.04M 0.07% +1,044 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: 3,378 shares; 2024Q4: 3,546 shares; 2025Q1: 4,049 shares; 2025Q2: 4,326 shares; 2025Q3: 4,774 shares; 2025Q4: 4,920 shares 4,920 $1.04M 0.07% +146 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: 6,190 shares; 2024Q4: 6,168 shares; 2025Q1: 5,201 shares; 2025Q2: 8,252 shares; 2025Q3: 6,830 shares; 2025Q4: 8,267 shares 8,267 $1.04M 0.07% +1,437 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: 6,220 shares; 2024Q4: 5,058 shares; 2025Q1: 9,290 shares; 2025Q2: 7,539 shares; 2025Q3: 10,865 shares; 2025Q4: 11,278 shares 11,278 $1.04M 0.07% +413 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: 7,902 shares; 2024Q4: 7,416 shares; 2025Q1: 8,395 shares; 2025Q2: 7,747 shares; 2025Q3: 8,017 shares; 2025Q4: 12,414 shares 12,414 $1.03M 0.07% +4,397 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,382 shares; 2025Q3: 10,232 shares; 2025Q4: 12,643 shares 12,643 $1.03M 0.07% +2,411 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: 5,087 shares; 2024Q4: 5,360 shares; 2025Q1: 5,695 shares; 2025Q2: 5,708 shares; 2025Q3: 4,778 shares; 2025Q4: 4,817 shares 4,817 $1.02M 0.07% +39 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: 2,496 shares; 2024Q4: 2,896 shares; 2025Q1: 3,324 shares; 2025Q2: 3,415 shares; 2025Q3: 4,066 shares; 2025Q4: 4,417 shares 4,417 $1.01M 0.07% +351 Timeline VFVA VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,304 shares; 2024Q4: 4,427 shares; 2025Q1: 5,215 shares; 2025Q2: 6,077 shares; 2025Q3: 7,067 shares; 2025Q4: 7,508 shares 7,508 $997K 0.07% +441 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,172 shares; 2024Q4: 3,393 shares; 2025Q1: 4,264 shares; 2025Q2: 3,920 shares; 2025Q3: 4,181 shares; 2025Q4: 4,318 shares 4,318 $985K 0.07% +137 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,283 shares; 2024Q4: 1,791 shares; 2025Q1: 1,886 shares; 2025Q2: 1,745 shares; 2025Q3: 1,844 shares; 2025Q4: 2,627 shares 2,627 $972K 0.07% +783 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: 2,784 shares; 2024Q4: 2,908 shares; 2025Q1: 2,929 shares; 2025Q2: 2,895 shares; 2025Q3: 3,259 shares; 2025Q4: 4,019 shares 4,019 $969K 0.07% +760 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: 8,008 shares; 2024Q4: 8,447 shares; 2025Q1: 8,684 shares; 2025Q2: 8,203 shares; 2025Q3: 8,133 shares; 2025Q4: 8,345 shares 8,345 $969K 0.07% +212 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 497 shares; 2025Q1: 816 shares; 2025Q2: 1,413 shares; 2025Q3: 1,558 shares; 2025Q4: 1,599 shares 1,599 $967K 0.07% +41 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: 3,342 shares; 2024Q4: 2,682 shares; 2025Q1: 3,232 shares; 2025Q2: 3,490 shares; 2025Q3: 3,757 shares; 2025Q4: 2,752 shares 2,752 $963K 0.06% -1,005 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: 14,886 shares; 2024Q4: 14,889 shares; 2025Q1: 14,892 shares; 2025Q2: 20,578 shares; 2025Q3: 20,578 shares; 2025Q4: 20,578 shares 20,578 $959K 0.06% 0 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: 983 shares; 2024Q4: 814 shares; 2025Q1: 847 shares; 2025Q2: 745 shares; 2025Q3: 788 shares; 2025Q4: 789 shares 789 $959K 0.06% +1 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: 8,663 shares; 2024Q4: 9,281 shares; 2025Q1: 8,350 shares; 2025Q2: 11,720 shares; 2025Q3: 15,538 shares; 2025Q4: 17,847 shares 17,847 $952K 0.06% +2,309 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: 694 shares; 2024Q4: 649 shares; 2025Q1: 854 shares; 2025Q2: 992 shares; 2025Q3: 1,247 shares; 2025Q4: 10,143 shares 10,143 $951K 0.06% +8,896 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: 515 shares; 2025Q1: 562 shares; 2025Q2: 574 shares; 2025Q3: 823 shares; 2025Q4: 881 shares 881 $943K 0.06% +58 Timeline JPIN J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,879 shares; 2024Q4: 9,231 shares; 2025Q1: 10,403 shares; 2025Q2: 11,381 shares; 2025Q3: 12,950 shares; 2025Q4: 13,698 shares 13,698 $933K 0.06% +748 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: 1,833 shares; 2024Q4: 3,506 shares; 2025Q1: 2,502 shares; 2025Q2: 2,939 shares; 2025Q3: 2,951 shares; 2025Q4: 3,120 shares 3,120 $924K 0.06% +169 Timeline PTIN PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,388 shares; 2024Q4: 30,558 shares; 2025Q1: 30,702 shares; 2025Q2: 30,804 shares; 2025Q3: 30,853 shares; 2025Q4: 29,152 shares 29,152 $917K 0.06% -1,701 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,653 shares; 2024Q4: 18,236 shares; 2025Q1: 17,895 shares; 2025Q2: 15,064 shares; 2025Q3: 14,780 shares; 2025Q4: 14,673 shares 14,673 $917K 0.06% -107 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: not reported; 2024Q4: not reported; 2025Q1: 841 shares; 2025Q2: 1,376 shares; 2025Q3: 1,456 shares; 2025Q4: 1,957 shares 1,957 $914K 0.06% +501 Timeline DB DEUTSCHE BK AG More: the full row for DEUTSCHE BK AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,803 shares; 2024Q4: 17,036 shares; 2025Q1: 19,093 shares; 2025Q2: 19,073 shares; 2025Q3: 20,177 shares; 2025Q4: 23,440 shares 23,440 $904K 0.06% +3,263 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: 2,212 shares; 2024Q4: 2,759 shares; 2025Q1: 5,451 shares; 2025Q2: 4,208 shares; 2025Q3: 5,470 shares; 2025Q4: 5,929 shares 5,929 $904K 0.06% +459 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,513 shares; 2024Q4: 10,025 shares; 2025Q1: 10,994 shares; 2025Q2: 22,180 shares; 2025Q3: 21,650 shares; 2025Q4: 22,351 shares 22,351 $897K 0.06% +701 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,431 shares; 2025Q3: 6,483 shares; 2025Q4: 6,597 shares 6,597 $892K 0.06% +114 Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 177,442 shares; 2024Q4: 133,556 shares; 2025Q1: 163,831 shares; 2025Q2: 160,050 shares; 2025Q3: 158,119 shares; 2025Q4: 167,904 shares 167,904 $890K 0.06% +9,785 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: 511 shares; 2024Q4: 574 shares; 2025Q1: 573 shares; 2025Q2: 750 shares; 2025Q3: 903 shares; 2025Q4: 881 shares 881 $889K 0.06% -22 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,072 shares; 2025Q1: 20,057 shares; 2025Q2: 30,163 shares; 2025Q3: 31,857 shares; 2025Q4: 34,423 shares 34,423 $881K 0.06% +2,566 Timeline GIB CGI INC More: the full row for CGI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,777 shares; 2024Q4: 11,594 shares; 2025Q1: 7,007 shares; 2025Q2: 12,062 shares; 2025Q3: 7,171 shares; 2025Q4: 9,432 shares 9,432 $871K 0.06% +2,261 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: 3,886 shares; 2024Q4: 4,068 shares; 2025Q1: 4,054 shares; 2025Q2: 4,026 shares; 2025Q3: 4,091 shares; 2025Q4: 4,193 shares 4,193 $862K 0.06% +102 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,085 shares; 2024Q4: 5,303 shares; 2025Q1: 3,876 shares; 2025Q2: 2,075 shares; 2025Q3: 1,481 shares; 2025Q4: 1,277 shares 1,277 $860K 0.06% -204 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: 739 shares; 2024Q4: 896 shares; 2025Q1: 926 shares; 2025Q2: 634 shares; 2025Q3: 1,623 shares; 2025Q4: 1,685 shares 1,685 $860K 0.06% +62 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 237 shares; 2024Q4: 254 shares; 2025Q1: 250 shares; 2025Q2: 244 shares; 2025Q3: 244 shares; 2025Q4: 253 shares 253 $858K 0.06% +9 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,463 shares 14,463 $857K 0.06% new 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: 1,911 shares; 2025Q4: 4,970 shares 4,970 $856K 0.06% +3,059 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: 7,872 shares; 2024Q4: 8,492 shares; 2025Q1: 7,070 shares; 2025Q2: 5,345 shares; 2025Q3: 5,086 shares; 2025Q4: 4,352 shares 4,352 $849K 0.06% -734 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: 2,521 shares; 2024Q4: 4,518 shares; 2025Q1: 4,566 shares; 2025Q2: 4,840 shares; 2025Q3: 5,061 shares; 2025Q4: 5,519 shares 5,519 $848K 0.06% +458 Timeline VIV TELEFONICA BRASIL SA More: the full row for TELEFONICA BRASIL SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,129 shares; 2024Q4: 33,276 shares; 2025Q1: 35,852 shares; 2025Q2: 64,377 shares; 2025Q3: 66,705 shares; 2025Q4: 71,277 shares 71,277 $845K 0.06% +4,572 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,663 shares; 2025Q3: 2,473 shares; 2025Q4: 4,791 shares 4,791 $843K 0.06% +2,318 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: 353 shares; 2024Q4: 350 shares; 2025Q1: 387 shares; 2025Q2: 429 shares; 2025Q3: 607 shares; 2025Q4: 775 shares 775 $829K 0.06% +168 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: 8,538 shares; 2024Q4: 27,330 shares; 2025Q1: 29,099 shares; 2025Q2: 33,699 shares; 2025Q3: 27,899 shares; 2025Q4: 27,986 shares 27,986 $829K 0.06% +87 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,144 shares; 2025Q4: 2,952 shares 2,952 $806K 0.05% +1,808 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,651 shares; 2024Q4: 9,403 shares; 2025Q1: 9,475 shares; 2025Q2: 8,930 shares; 2025Q3: 8,905 shares; 2025Q4: 9,372 shares 9,372 $802K 0.05% +467 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: not reported; 2024Q4: 1,372 shares; 2025Q1: 839 shares; 2025Q2: 916 shares; 2025Q3: 918 shares; 2025Q4: 1,221 shares 1,221 $798K 0.05% +303 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,885 shares; 2024Q4: 2,542 shares; 2025Q1: 4,359 shares; 2025Q2: 5,768 shares; 2025Q3: 4,070 shares; 2025Q4: 3,567 shares 3,567 $784K 0.05% -503 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: 1,825 shares; 2024Q4: 2,091 shares; 2025Q1: 2,295 shares; 2025Q2: 3,265 shares; 2025Q3: 2,433 shares; 2025Q4: 2,314 shares 2,314 $781K 0.05% -119 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: 3,728 shares; 2024Q4: 4,103 shares; 2025Q1: 4,574 shares; 2025Q2: 5,303 shares; 2025Q3: 5,571 shares; 2025Q4: 6,237 shares 6,237 $781K 0.05% +666 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: 3,558 shares; 2024Q4: 4,762 shares; 2025Q1: 4,313 shares; 2025Q2: 5,932 shares; 2025Q3: 6,239 shares; 2025Q4: 6,852 shares 6,852 $780K 0.05% +613 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: not reported; 2024Q4: 3,479 shares; 2025Q1: 3,595 shares; 2025Q2: 6,152 shares; 2025Q3: 7,087 shares; 2025Q4: 7,794 shares 7,794 $779K 0.05% +707 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: 930 shares; 2024Q4: 2,649 shares; 2025Q1: 3,410 shares; 2025Q2: 3,218 shares; 2025Q3: 3,677 shares; 2025Q4: 4,222 shares 4,222 $778K 0.05% +545 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,582 shares; 2025Q4: 7,777 shares 7,777 $777K 0.05% +2,195 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,080 shares; 2024Q4: 5,618 shares; 2025Q1: 6,714 shares; 2025Q2: 6,911 shares; 2025Q3: 7,568 shares; 2025Q4: 9,627 shares 9,627 $773K 0.05% +2,059 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: 3,879 shares; 2024Q4: 4,679 shares; 2025Q1: 4,455 shares; 2025Q2: 4,647 shares; 2025Q3: 4,413 shares; 2025Q4: 4,743 shares 4,743 $772K 0.05% +330 Timeline IX ORIX CORP More: the full row for ORIX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,225 shares; 2024Q4: 5,000 shares; 2025Q1: 26,855 shares; 2025Q2: 20,807 shares; 2025Q3: 25,301 shares; 2025Q4: 26,319 shares 26,319 $769K 0.05% +1,018 Timeline FSCO FS CREDIT OPPORTUNITIES CORP More: the full row for FS CREDIT OPPORTUNITIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 120,087 shares; 2024Q4: 120,087 shares; 2025Q1: 120,087 shares; 2025Q2: 120,087 shares; 2025Q3: 120,087 shares; 2025Q4: 120,087 shares 120,087 $757K 0.05% 0 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: 5,635 shares; 2024Q4: 4,804 shares; 2025Q1: 8,394 shares; 2025Q2: 8,494 shares; 2025Q3: 10,089 shares; 2025Q4: 10,282 shares 10,282 $756K 0.05% +193 Timeline MEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,472 shares; 2024Q4: 20,534 shares; 2025Q1: 20,609 shares; 2025Q2: 14,900 shares; 2025Q3: 15,008 shares; 2025Q4: 15,000 shares 15,000 $755K 0.05% -8 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,586 shares; 2024Q4: 2,395 shares; 2025Q1: 2,329 shares; 2025Q2: 2,303 shares; 2025Q3: 2,336 shares; 2025Q4: 2,374 shares 2,374 $742K 0.05% +38 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,368 shares; 2025Q4: 3,456 shares 3,456 $740K 0.05% +2,088 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,386 shares; 2025Q1: 4,704 shares; 2025Q2: 4,964 shares; 2025Q3: 5,855 shares; 2025Q4: 5,620 shares 5,620 $736K 0.05% -235 Timeline VFMO VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,443 shares; 2024Q4: 2,487 shares; 2025Q1: 2,926 shares; 2025Q2: 3,229 shares; 2025Q3: 3,650 shares; 2025Q4: 3,842 shares 3,842 $735K 0.05% +192 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,718 shares; 2024Q4: 2,786 shares; 2025Q1: 3,499 shares; 2025Q2: 3,050 shares; 2025Q3: 4,122 shares; 2025Q4: 4,563 shares 4,563 $735K 0.05% +441 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,731 shares; 2025Q3: 5,921 shares; 2025Q4: 6,504 shares 6,504 $727K 0.05% +583 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,725 shares; 2024Q4: 9,252 shares; 2025Q1: 12,147 shares; 2025Q2: 14,714 shares; 2025Q3: 10,923 shares; 2025Q4: 10,782 shares 10,782 $725K 0.05% -141 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,215 shares; 2025Q1: 5,718 shares; 2025Q2: 7,581 shares; 2025Q3: 11,236 shares; 2025Q4: 11,681 shares 11,681 $705K 0.05% +445 Timeline KOF COCA-COLA FEMSA SAB DE CV More: the full row for COCA-COLA FEMSA SAB DE CV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,797 shares; 2024Q4: 7,003 shares; 2025Q1: 9,330 shares; 2025Q2: 9,940 shares; 2025Q3: 7,852 shares; 2025Q4: 7,347 shares 7,347 $696K 0.05% -505 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,867 shares; 2024Q4: 9,702 shares; 2025Q1: 9,111 shares; 2025Q2: 6,310 shares; 2025Q3: 6,211 shares; 2025Q4: 5,401 shares 5,401 $696K 0.05% -810 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,005 shares; 2024Q4: 1,568 shares; 2025Q1: 2,024 shares; 2025Q2: 2,136 shares; 2025Q3: 2,196 shares; 2025Q4: 2,772 shares 2,772 $696K 0.05% +576 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,142 shares; 2024Q4: 1,233 shares; 2025Q1: 1,341 shares; 2025Q2: 1,314 shares; 2025Q3: 1,327 shares; 2025Q4: 1,330 shares 1,330 $695K 0.05% +3 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: 591 shares; 2024Q4: 600 shares; 2025Q1: 576 shares; 2025Q2: 434 shares; 2025Q3: 430 shares; 2025Q4: 404 shares 404 $683K 0.05% -26 Timeline TWLO TWILIO INC More: the full row for TWILIO 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: 3,328 shares; 2025Q3: 4,279 shares; 2025Q4: 4,757 shares 4,757 $677K 0.05% +478 Timeline VFQY VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,562 shares; 2024Q4: 2,627 shares; 2025Q1: 3,086 shares; 2025Q2: 3,491 shares; 2025Q3: 4,101 shares; 2025Q4: 4,349 shares 4,349 $667K 0.05% +248 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,220 shares; 2025Q4: 3,897 shares 3,897 $667K 0.05% +1,677 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: 1,449 shares; 2024Q4: 1,306 shares; 2025Q1: 1,802 shares; 2025Q2: 1,956 shares; 2025Q3: 2,479 shares; 2025Q4: 3,892 shares 3,892 $666K 0.04% +1,413 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: 5,732 shares; 2024Q4: 5,370 shares; 2025Q1: 6,311 shares; 2025Q2: 5,691 shares; 2025Q3: 5,188 shares; 2025Q4: 3,541 shares 3,541 $657K 0.04% -1,647 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: 9,477 shares; 2024Q4: not reported; 2025Q1: 10,117 shares; 2025Q2: 9,138 shares; 2025Q3: 10,446 shares; 2025Q4: 17,620 shares 17,620 $650K 0.04% +7,174 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: 2,551 shares; 2024Q4: 3,114 shares; 2025Q1: 3,555 shares; 2025Q2: 2,309 shares; 2025Q3: 4,202 shares; 2025Q4: 4,295 shares 4,295 $650K 0.04% +93 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,613 shares; 2025Q4: 2,210 shares 2,210 $649K 0.04% +597 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,291 shares; 2025Q4: 2,338 shares 2,338 $644K 0.04% +1,047 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 582 shares; 2024Q4: 1,023 shares; 2025Q1: 1,100 shares; 2025Q2: 1,122 shares; 2025Q3: 1,200 shares; 2025Q4: 1,101 shares 1,101 $639K 0.04% -99 Timeline RSPT 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: 14,000 shares; 2024Q4: 14,000 shares; 2025Q1: 14,000 shares; 2025Q2: 14,000 shares; 2025Q3: 14,000 shares; 2025Q4: 14,000 shares 14,000 $637K 0.04% 0 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: 841 shares; 2024Q4: 847 shares; 2025Q1: 982 shares; 2025Q2: 572 shares; 2025Q3: 932 shares; 2025Q4: 1,094 shares 1,094 $634K 0.04% +162 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: not reported; 2024Q4: 730 shares; 2025Q1: 552 shares; 2025Q2: 552 shares; 2025Q3: 1,136 shares; 2025Q4: 1,020 shares 1,020 $626K 0.04% -116 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,643 shares; 2025Q3: 6,688 shares; 2025Q4: 8,131 shares 8,131 $623K 0.04% +1,443 Timeline BJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,160 shares; 2024Q4: 12,265 shares; 2025Q1: 12,265 shares; 2025Q2: 12,193 shares; 2025Q3: 12,193 shares; 2025Q4: 12,159 shares 12,159 $617K 0.04% -34 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: 2,164 shares; 2024Q4: not reported; 2025Q1: 2,558 shares; 2025Q2: not reported; 2025Q3: 1,284 shares; 2025Q4: 2,136 shares 2,136 $610K 0.04% +852 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 674 shares; 2024Q4: 731 shares; 2025Q1: 735 shares; 2025Q2: 965 shares; 2025Q3: 1,146 shares; 2025Q4: 1,101 shares 1,101 $607K 0.04% -45 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: 1,316 shares; 2024Q4: 1,363 shares; 2025Q1: 1,535 shares; 2025Q2: 1,537 shares; 2025Q3: 1,602 shares; 2025Q4: 1,405 shares 1,405 $599K 0.04% -197 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,607 shares; 2024Q4: 15,923 shares; 2025Q1: 21,956 shares; 2025Q2: 21,392 shares; 2025Q3: 34,705 shares; 2025Q4: 37,544 shares 37,544 $595K 0.04% +2,839 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,876 shares; 2025Q3: 4,197 shares; 2025Q4: 4,623 shares 4,623 $590K 0.04% +426 Timeline DFIV 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: 11,808 shares; 2024Q4: 11,808 shares; 2025Q1: 11,808 shares; 2025Q2: 11,808 shares; 2025Q3: 11,808 shares; 2025Q4: 11,808 shares 11,808 $589K 0.04% 0 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,022 shares; 2025Q1: 2,227 shares; 2025Q2: 1,823 shares; 2025Q3: 4,511 shares; 2025Q4: 4,415 shares 4,415 $586K 0.04% -96 Timeline AMG AFFILIATED MANAGERS GROUP More: the full row for AFFILIATED MANAGERS GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,002 shares; 2024Q4: 3,535 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,025 shares 2,025 $584K 0.04% new Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,141 shares; 2024Q4: 8,141 shares; 2025Q1: 8,141 shares; 2025Q2: 8,141 shares; 2025Q3: 8,526 shares; 2025Q4: 8,539 shares 8,539 $584K 0.04% +13 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,614 shares; 2024Q4: 25,483 shares; 2025Q1: 12,918 shares; 2025Q2: 24,671 shares; 2025Q3: 24,956 shares; 2025Q4: 24,210 shares 24,210 $582K 0.04% -746 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: not reported; 2024Q4: 1,085 shares; 2025Q1: 2,677 shares; 2025Q2: 2,302 shares; 2025Q3: 1,474 shares; 2025Q4: 1,628 shares 1,628 $571K 0.04% +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: 2,123 shares; 2024Q4: 3,168 shares; 2025Q1: 3,193 shares; 2025Q2: 2,959 shares; 2025Q3: 2,867 shares; 2025Q4: 2,501 shares 2,501 $570K 0.04% -366 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: 825 shares; 2024Q4: 1,005 shares; 2025Q1: 1,261 shares; 2025Q2: 1,426 shares; 2025Q3: 1,673 shares; 2025Q4: 1,863 shares 1,863 $569K 0.04% +190 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: 996 shares; 2024Q4: 1,084 shares; 2025Q1: 1,273 shares; 2025Q2: 1,223 shares; 2025Q3: 1,137 shares; 2025Q4: 1,223 shares 1,223 $569K 0.04% +86 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: 632 shares; 2024Q4: 783 shares; 2025Q1: 883 shares; 2025Q2: 757 shares; 2025Q3: 757 shares; 2025Q4: 755 shares 755 $569K 0.04% -2 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: 5,600 shares; 2024Q4: 5,797 shares; 2025Q1: 6,221 shares; 2025Q2: 3,575 shares; 2025Q3: 3,552 shares; 2025Q4: 3,551 shares 3,551 $568K 0.04% -1 Timeline IMO IMPERIAL OIL LTD More: the full row for IMPERIAL OIL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,352 shares; 2024Q4: 6,020 shares; 2025Q1: 6,580 shares; 2025Q2: 6,335 shares; 2025Q3: 6,377 shares; 2025Q4: 6,563 shares 6,563 $566K 0.04% +186 Timeline BBDO BANCO BRADESCO S A More: the full row for BANCO BRADESCO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 47,205 shares; 2025Q2: 104,656 shares; 2025Q3: 107,307 shares; 2025Q4: 196,166 shares 196,166 $563K 0.04% +88,859 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: 589 shares; 2024Q4: 581 shares; 2025Q1: 664 shares; 2025Q2: 642 shares; 2025Q3: 1,065 shares; 2025Q4: 1,095 shares 1,095 $560K 0.04% +30 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: 486 shares; 2024Q4: 438 shares; 2025Q1: 492 shares; 2025Q2: 888 shares; 2025Q3: 650 shares; 2025Q4: 843 shares 843 $558K 0.04% +193 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: 9,427 shares; 2024Q4: 9,447 shares; 2025Q1: 8,533 shares; 2025Q2: 8,449 shares; 2025Q3: 1,550 shares; 2025Q4: 1,582 shares 1,582 $558K 0.04% +32 Timeline PJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,903 shares; 2024Q4: 11,906 shares; 2025Q1: 11,906 shares; 2025Q2: 11,906 shares; 2025Q3: 11,906 shares; 2025Q4: 11,872 shares 11,872 $558K 0.04% -34 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: not reported; 2024Q4: not reported; 2025Q1: 8,637 shares; 2025Q2: 17,651 shares; 2025Q3: 29,312 shares; 2025Q4: 23,014 shares 23,014 $558K 0.04% -6,298 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: 2,988 shares; 2024Q4: 3,544 shares; 2025Q1: 5,199 shares; 2025Q2: not reported; 2025Q3: 5,995 shares; 2025Q4: 6,969 shares 6,969 $558K 0.04% +974 Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,191 shares; 2024Q4: 12,302 shares; 2025Q1: 12,031 shares; 2025Q2: 10,740 shares; 2025Q3: 10,500 shares; 2025Q4: 14,532 shares 14,532 $557K 0.04% +4,032 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: 7,982 shares; 2024Q4: 10,638 shares; 2025Q1: 9,574 shares; 2025Q2: 9,248 shares; 2025Q3: 5,397 shares; 2025Q4: 10,294 shares 10,294 $555K 0.04% +4,897 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,091 shares; 2024Q4: 40,696 shares; 2025Q1: 41,258 shares; 2025Q2: 36,405 shares; 2025Q3: 36,405 shares; 2025Q4: 37,305 shares 37,305 $552K 0.04% +900 Timeline KT KT CORP More: the full row for KT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,592 shares; 2024Q4: 31,738 shares; 2025Q1: 33,566 shares; 2025Q2: 30,372 shares; 2025Q3: 29,458 shares; 2025Q4: 28,920 shares 28,920 $549K 0.04% -538 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: not reported; 2024Q4: not reported; 2025Q1: 3,967 shares; 2025Q2: 3,019 shares; 2025Q3: 4,731 shares; 2025Q4: 6,884 shares 6,884 $546K 0.04% +2,153 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,652 shares; 2025Q2: 3,276 shares; 2025Q3: 3,486 shares; 2025Q4: 3,359 shares 3,359 $540K 0.04% -127 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: not reported; 2024Q4: 4,854 shares; 2025Q1: 5,822 shares; 2025Q2: 7,001 shares; 2025Q3: 8,315 shares; 2025Q4: 11,283 shares 11,283 $540K 0.04% +2,968 Timeline PRFZ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,160 shares; 2024Q4: 12,152 shares; 2025Q1: 12,072 shares; 2025Q2: 11,670 shares; 2025Q3: 11,606 shares; 2025Q4: 11,566 shares 11,566 $531K 0.04% -40 Timeline CX CEMEX SAB DE CV More: the full row for CEMEX SAB DE CV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,234 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,703 shares; 2025Q3: 28,937 shares; 2025Q4: 45,968 shares 45,968 $528K 0.04% +17,031 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,623 shares; 2025Q3: 7,733 shares; 2025Q4: 7,576 shares 7,576 $526K 0.04% -157 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: 12,771 shares; 2024Q4: 13,340 shares; 2025Q1: 14,573 shares; 2025Q2: 13,624 shares; 2025Q3: 14,144 shares; 2025Q4: 14,421 shares 14,421 $523K 0.04% +277 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,160 shares; 2024Q4: 2,434 shares; 2025Q1: 2,434 shares; 2025Q2: 2,404 shares; 2025Q3: 2,373 shares; 2025Q4: 4,378 shares 4,378 $523K 0.04% +2,005 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,326 shares; 2024Q4: 1,250 shares; 2025Q1: 1,575 shares; 2025Q2: 1,641 shares; 2025Q3: 2,020 shares; 2025Q4: 2,428 shares 2,428 $520K 0.04% +408 Timeline WB WEIBO CORP More: the full row for WEIBO 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: 15,527 shares; 2025Q2: 20,455 shares; 2025Q3: 26,367 shares; 2025Q4: 50,418 shares 50,418 $515K 0.03% +24,051 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: 5,521 shares; 2024Q4: 4,814 shares; 2025Q1: 4,508 shares; 2025Q2: 2,841 shares; 2025Q3: 2,789 shares; 2025Q4: 3,147 shares 3,147 $512K 0.03% +358 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: 451 shares; 2024Q4: 452 shares; 2025Q1: 3,220 shares; 2025Q2: 547 shares; 2025Q3: 958 shares; 2025Q4: 742 shares 742 $506K 0.03% -216 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 577 shares; 2024Q4: 667 shares; 2025Q1: 809 shares; 2025Q2: 1,107 shares; 2025Q3: 812 shares; 2025Q4: 874 shares 874 $501K 0.03% +62 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: 7,667 shares 7,667 $501K 0.03% new Timeline DFAT 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: 5,487 shares; 2024Q4: 5,487 shares; 2025Q1: 5,487 shares; 2025Q2: 8,608 shares; 2025Q3: 8,420 shares; 2025Q4: 8,420 shares 8,420 $501K 0.03% 0 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: 3,476 shares; 2024Q4: 4,510 shares; 2025Q1: 4,751 shares; 2025Q2: 4,946 shares; 2025Q3: 5,110 shares; 2025Q4: 5,228 shares 5,228 $498K 0.03% +118 Timeline HMC HONDA MOTOR CO LTD More: the full row for HONDA MOTOR CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,623 shares; 2024Q4: not reported; 2025Q1: 7,990 shares; 2025Q2: 9,108 shares; 2025Q3: 12,261 shares; 2025Q4: 16,807 shares 16,807 $495K 0.03% +4,546 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: not reported; 2024Q4: 2,370 shares; 2025Q1: 1,732 shares; 2025Q2: 2,246 shares; 2025Q3: 3,070 shares; 2025Q4: 2,719 shares 2,719 $495K 0.03% -351 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,253 shares; 2024Q4: 10,140 shares; 2025Q1: 8,701 shares; 2025Q2: 11,376 shares; 2025Q3: 10,311 shares; 2025Q4: 11,144 shares 11,144 $494K 0.03% +833 Timeline MGA MAGNA INTL INC More: the full row for MAGNA INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,053 shares; 2025Q4: 9,262 shares 9,262 $494K 0.03% +3,209 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: 2,599 shares; 2024Q4: 3,118 shares; 2025Q1: 5,574 shares; 2025Q2: 6,678 shares; 2025Q3: 5,657 shares; 2025Q4: 5,241 shares 5,241 $491K 0.03% -416 Timeline ING ING GROEP N.V. More: the full row for ING GROEP 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: 11,796 shares; 2025Q2: 12,626 shares; 2025Q3: 15,878 shares; 2025Q4: 17,519 shares 17,519 $491K 0.03% +1,641 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,105 shares; 2025Q4: 5,946 shares 5,946 $489K 0.03% +2,841 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,647 shares; 2025Q2: 23,686 shares; 2025Q3: 23,508 shares; 2025Q4: 23,715 shares 23,715 $489K 0.03% +207 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,591 shares; 2025Q4: 3,389 shares 3,389 $488K 0.03% +1,798 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: 731 shares; 2024Q4: 913 shares; 2025Q1: 898 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,687 shares 1,687 $487K 0.03% new Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,497 shares; 2024Q4: 1,923 shares; 2025Q1: 1,649 shares; 2025Q2: 1,944 shares; 2025Q3: 2,098 shares; 2025Q4: 2,241 shares 2,241 $487K 0.03% +143 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: not reported; 2024Q4: 1,097 shares; 2025Q1: 1,227 shares; 2025Q2: 1,214 shares; 2025Q3: 1,290 shares; 2025Q4: 1,347 shares 1,347 $476K 0.03% +57 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: 943 shares; 2024Q4: 990 shares; 2025Q1: 1,026 shares; 2025Q2: 863 shares; 2025Q3: 777 shares; 2025Q4: 770 shares 770 $471K 0.03% -7 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,954 shares; 2024Q4: 3,954 shares; 2025Q1: 3,954 shares; 2025Q2: 3,954 shares; 2025Q3: 3,916 shares; 2025Q4: 3,559 shares 3,559 $460K 0.03% -357 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,570 shares; 2025Q4: 9,314 shares 9,314 $458K 0.03% +4,744 Timeline ACIO ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,456 shares; 2025Q3: 10,462 shares; 2025Q4: 10,470 shares 10,470 $458K 0.03% +8 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,952 shares 6,952 $455K 0.03% new Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,582 shares; 2025Q1: 3,363 shares; 2025Q2: 6,328 shares; 2025Q3: 5,614 shares; 2025Q4: 5,677 shares 5,677 $448K 0.03% +63 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: 1,002 shares; 2024Q4: 1,089 shares; 2025Q1: 1,255 shares; 2025Q2: 1,237 shares; 2025Q3: 1,276 shares; 2025Q4: 1,392 shares 1,392 $443K 0.03% +116 Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,355 shares; 2024Q4: 47,099 shares; 2025Q1: 66,070 shares; 2025Q2: 84,743 shares; 2025Q3: 49,543 shares; 2025Q4: 43,705 shares 43,705 $442K 0.03% -5,838 Timeline HDB HDFC BANK LTD More: the full row for HDFC BANK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,275 shares; 2025Q3: 9,261 shares; 2025Q4: 12,061 shares 12,061 $441K 0.03% +2,800 Timeline KGC KINROSS GOLD CORP More: the full row for KINROSS GOLD 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: 11,008 shares; 2025Q2: 13,377 shares; 2025Q3: 13,609 shares; 2025Q4: 15,401 shares 15,401 $434K 0.03% +1,792 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: 4,528 shares; 2024Q4: 5,551 shares; 2025Q1: 5,528 shares; 2025Q2: 4,709 shares; 2025Q3: 4,695 shares; 2025Q4: 4,835 shares 4,835 $433K 0.03% +140 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: 16,035 shares; 2024Q4: 10,769 shares; 2025Q1: 14,950 shares; 2025Q2: 20,627 shares; 2025Q3: 14,659 shares; 2025Q4: 7,970 shares 7,970 $429K 0.03% -6,689 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,988 shares; 2025Q3: 3,311 shares; 2025Q4: 3,309 shares 3,309 $427K 0.03% -2 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,624 shares 6,624 $427K 0.03% new Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,146 shares; 2024Q4: 4,265 shares; 2025Q1: 4,586 shares; 2025Q2: 4,764 shares; 2025Q3: 6,175 shares; 2025Q4: 5,085 shares 5,085 $426K 0.03% -1,090 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,441 shares; 2024Q4: 2,299 shares; 2025Q1: 2,858 shares; 2025Q2: 2,902 shares; 2025Q3: 1,869 shares; 2025Q4: 1,897 shares 1,897 $424K 0.03% +28 Timeline JOYY JOYY INC More: the full row for JOYY 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: 5,180 shares; 2025Q2: 6,524 shares; 2025Q3: 6,790 shares; 2025Q4: 6,527 shares 6,527 $423K 0.03% -263 Timeline PBR PETROLEO BRASILEIRO S A More: the full row for PETROLEO BRASILEIRO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,049 shares; 2024Q4: 35,909 shares; 2025Q1: 24,785 shares; 2025Q2: 33,966 shares; 2025Q3: 39,942 shares; 2025Q4: 35,496 shares 35,496 $421K 0.03% -4,446 Timeline E ENI SPA More: the full row for ENI SPA 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: 8,383 shares; 2025Q4: 11,062 shares 11,062 $420K 0.03% +2,679 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: 712 shares; 2024Q4: 717 shares; 2025Q1: 721 shares; 2025Q2: 1,227 shares; 2025Q3: 719 shares; 2025Q4: 853 shares 853 $418K 0.03% +134 Timeline NVRI ENVIRI CORP More: the full row for ENVIRI 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: 27,272 shares; 2025Q3: 27,272 shares; 2025Q4: 23,258 shares 23,258 $417K 0.03% -4,014 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: 958 shares; 2024Q4: 890 shares; 2025Q1: 1,118 shares; 2025Q2: 1,272 shares; 2025Q3: 1,573 shares; 2025Q4: 1,820 shares 1,820 $417K 0.03% +247 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 803 shares; 2024Q4: 918 shares; 2025Q1: 918 shares; 2025Q2: 935 shares; 2025Q3: 961 shares; 2025Q4: 972 shares 972 $410K 0.03% +11 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,390 shares; 2024Q4: 6,854 shares; 2025Q1: 13,910 shares; 2025Q2: 15,892 shares; 2025Q3: 14,203 shares; 2025Q4: 11,194 shares 11,194 $410K 0.03% -3,009 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,688 shares; 2024Q4: 1,869 shares; 2025Q1: 2,118 shares; 2025Q2: 1,873 shares; 2025Q3: 2,039 shares; 2025Q4: 2,203 shares 2,203 $409K 0.03% +164 Timeline RYAAY RYANAIR HOLDINGS PLC More: the full row for RYANAIR HOLDINGS 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: 5,647 shares 5,647 $408K 0.03% new Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,884 shares; 2025Q2: 4,862 shares; 2025Q3: 7,331 shares; 2025Q4: 8,531 shares 8,531 $407K 0.03% +1,200 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: not reported; 2024Q4: 767 shares; 2025Q1: 838 shares; 2025Q2: 1,274 shares; 2025Q3: 1,263 shares; 2025Q4: 1,297 shares 1,297 $405K 0.03% +34 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: 15,946 shares; 2024Q4: 15,738 shares; 2025Q1: 15,291 shares; 2025Q2: 17,454 shares; 2025Q3: 17,786 shares; 2025Q4: 18,121 shares 18,121 $404K 0.03% +335 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 695 shares; 2025Q2: 498 shares; 2025Q3: 593 shares; 2025Q4: 1,037 shares 1,037 $404K 0.03% +444 Timeline LII LENNOX INTL INC More: the full row for LENNOX INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 815 shares; 2024Q4: 824 shares; 2025Q1: 824 shares; 2025Q2: 824 shares; 2025Q3: 824 shares; 2025Q4: 825 shares 825 $401K 0.03% +1 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,256 shares; 2025Q3: 1,586 shares; 2025Q4: 1,873 shares 1,873 $400K 0.03% +287 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: 988 shares; 2024Q4: 1,064 shares; 2025Q1: 1,193 shares; 2025Q2: 2,061 shares; 2025Q3: 1,066 shares; 2025Q4: 1,497 shares 1,497 $397K 0.03% +431 Timeline JJSF J & J SNACK FOODS CORP More: the full row for J & J SNACK FOODS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,950 shares; 2024Q4: 4,348 shares; 2025Q1: 4,348 shares; 2025Q2: 4,348 shares; 2025Q3: 4,348 shares; 2025Q4: 4,348 shares 4,348 $393K 0.03% 0 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 258 shares; 2024Q4: 316 shares; 2025Q1: 371 shares; 2025Q2: 369 shares; 2025Q3: 435 shares; 2025Q4: 2,552 shares 2,552 $391K 0.03% +2,117 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: not reported; 2024Q4: not reported; 2025Q1: 7,242 shares; 2025Q2: 6,816 shares; 2025Q3: 9,947 shares; 2025Q4: 11,228 shares 11,228 $390K 0.03% +1,281 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: 1,739 shares; 2024Q4: 1,878 shares; 2025Q1: 2,004 shares; 2025Q2: 1,714 shares; 2025Q3: 1,698 shares; 2025Q4: 1,924 shares 1,924 $388K 0.03% +226 Timeline BIDU BAIDU INC More: the full row for BAIDU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,959 shares; 2025Q4: 2,957 shares 2,957 $386K 0.03% +998 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 453 shares; 2025Q3: 486 shares; 2025Q4: 821 shares 821 $385K 0.03% +335 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: 17,682 shares; 2024Q4: 17,464 shares; 2025Q1: 13,623 shares; 2025Q2: 18,663 shares; 2025Q3: 14,398 shares; 2025Q4: 12,754 shares 12,754 $381K 0.03% -1,644 Timeline DLTR DOLLAR TREE INC More: the full row for DOLLAR TREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,098 shares 3,098 $381K 0.03% new 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: 4,211 shares; 2024Q4: 4,842 shares; 2025Q1: 5,709 shares; 2025Q2: 6,846 shares; 2025Q3: 5,436 shares; 2025Q4: 3,368 shares 3,368 $378K 0.03% -2,068 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,368 shares; 2025Q3: 5,043 shares; 2025Q4: 6,449 shares 6,449 $377K 0.03% +1,406 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: 5,053 shares; 2024Q4: not reported; 2025Q1: 7,463 shares; 2025Q2: 6,579 shares; 2025Q3: 7,264 shares; 2025Q4: 7,643 shares 7,643 $375K 0.03% +379 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,048 shares; 2024Q4: 3,408 shares; 2025Q1: 3,545 shares; 2025Q2: 3,722 shares; 2025Q3: 3,962 shares; 2025Q4: 4,331 shares 4,331 $374K 0.03% +369 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: not reported; 2024Q4: 809 shares; 2025Q1: 875 shares; 2025Q2: 860 shares; 2025Q3: 897 shares; 2025Q4: 1,062 shares 1,062 $373K 0.03% +165 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: 3,704 shares; 2024Q4: 3,925 shares; 2025Q1: 3,925 shares; 2025Q2: 4,417 shares; 2025Q3: 4,104 shares; 2025Q4: 3,887 shares 3,887 $373K 0.03% -217 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: not reported; 2024Q4: not reported; 2025Q1: 2,410 shares; 2025Q2: 2,724 shares; 2025Q3: 3,201 shares; 2025Q4: 3,175 shares 3,175 $372K 0.03% -26 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,600 shares; 2025Q3: 5,928 shares; 2025Q4: 8,096 shares 8,096 $372K 0.03% +2,168 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,071 shares; 2024Q4: 4,422 shares; 2025Q1: 4,559 shares; 2025Q2: 3,534 shares; 2025Q3: 3,840 shares; 2025Q4: 5,831 shares 5,831 $372K 0.03% +1,991 Timeline SMFG SUMITOMO MITSUI FIN GRP INC More: the full row for SUMITOMO MITSUI FIN GRP 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: 14,590 shares; 2025Q2: 10,761 shares; 2025Q3: 19,011 shares; 2025Q4: 19,207 shares 19,207 $371K 0.03% +196 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,808 shares; 2025Q2: 6,388 shares; 2025Q3: 6,962 shares; 2025Q4: 3,518 shares 3,518 $369K 0.02% -3,444 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,370 shares; 2025Q3: 18,370 shares; 2025Q4: 18,615 shares 18,615 $367K 0.02% +245 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,301 shares; 2025Q2: 3,462 shares; 2025Q3: 5,075 shares; 2025Q4: 4,720 shares 4,720 $365K 0.02% -355 Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,311 shares; 2025Q4: 3,155 shares 3,155 $362K 0.02% +844 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,665 shares; 2025Q3: 7,665 shares; 2025Q4: 7,775 shares 7,775 $362K 0.02% +110 Timeline AU ANGLOGOLD ASHANTI PLC More: the full row for ANGLOGOLD ASHANTI 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: 2,956 shares; 2025Q4: 4,188 shares 4,188 $357K 0.02% +1,232 Timeline EQNR EQUINOR ASA More: the full row for EQUINOR ASA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,822 shares; 2025Q2: 24,458 shares; 2025Q3: 25,738 shares; 2025Q4: 15,011 shares 15,011 $355K 0.02% -10,727 Timeline ERIC TELEFONAKTIEBOLAGET LM ERICS More: the full row for TELEFONAKTIEBOLAGET LM ERICS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 28,124 shares; 2025Q1: 27,488 shares; 2025Q2: 32,024 shares; 2025Q3: 33,008 shares; 2025Q4: 36,744 shares 36,744 $355K 0.02% +3,736 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: 3,788 shares; 2024Q4: 3,941 shares; 2025Q1: 3,934 shares; 2025Q2: 3,899 shares; 2025Q3: 4,006 shares; 2025Q4: 4,820 shares 4,820 $354K 0.02% +814 Timeline FER FERROVIAL NV More: the full row for FERROVIAL NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,268 shares; 2025Q4: 5,460 shares 5,460 $353K 0.02% +1,192 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: 1,398 shares; 2024Q4: 1,502 shares; 2025Q1: 1,541 shares; 2025Q2: 1,537 shares; 2025Q3: 2,209 shares; 2025Q4: 1,422 shares 1,422 $351K 0.02% -787 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,532 shares; 2025Q4: 3,715 shares 3,715 $350K 0.02% +183 Timeline RBA RB GLOBAL INC More: the full row for RB GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,482 shares; 2025Q3: 4,686 shares; 2025Q4: 3,390 shares 3,390 $349K 0.02% -1,296 Timeline JPUS J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,797 shares; 2024Q4: 2,797 shares; 2025Q1: 2,797 shares; 2025Q2: 2,797 shares; 2025Q3: 2,797 shares; 2025Q4: 2,797 shares 2,797 $347K 0.02% 0 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,843 shares; 2025Q4: 2,042 shares 2,042 $346K 0.02% +199 Timeline BLDR BUILDERS FIRSTSOURCE INC More: the full row for BUILDERS FIRSTSOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,161 shares; 2024Q4: 5,034 shares; 2025Q1: 4,639 shares; 2025Q2: 3,185 shares; 2025Q3: 3,155 shares; 2025Q4: 3,364 shares 3,364 $346K 0.02% +209 Timeline VOD VODAFONE GROUP PLC More: the full row for VODAFONE GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,663 shares; 2024Q4: 27,608 shares; 2025Q1: 29,313 shares; 2025Q2: 22,502 shares; 2025Q3: 24,473 shares; 2025Q4: 26,041 shares 26,041 $344K 0.02% +1,568 Timeline SII SPROTT INC More: the full row for SPROTT 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: 3,061 shares; 2025Q3: 3,284 shares; 2025Q4: 3,458 shares 3,458 $339K 0.02% +174 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: 5,112 shares; 2024Q4: 10,257 shares; 2025Q1: 10,849 shares; 2025Q2: 11,755 shares; 2025Q3: 11,739 shares; 2025Q4: 11,818 shares 11,818 $337K 0.02% +79 Timeline BJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,348 shares; 2024Q4: 7,276 shares; 2025Q1: 7,276 shares; 2025Q2: 6,174 shares; 2025Q3: 6,166 shares; 2025Q4: 6,095 shares 6,095 $336K 0.02% -71 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: 1,569 shares; 2024Q4: 1,770 shares; 2025Q1: 1,948 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,370 shares 3,370 $334K 0.02% new Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,208 shares; 2024Q4: 1,208 shares; 2025Q1: 1,132 shares; 2025Q2: 1,018 shares; 2025Q3: 921 shares; 2025Q4: 921 shares 921 $332K 0.02% 0 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,631 shares; 2025Q4: 3,775 shares 3,775 $331K 0.02% +144 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: not reported; 2024Q4: 1,944 shares; 2025Q1: 2,078 shares; 2025Q2: 2,195 shares; 2025Q3: 2,215 shares; 2025Q4: 2,361 shares 2,361 $330K 0.02% +146 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,163 shares; 2024Q4: 1,196 shares; 2025Q1: 1,212 shares; 2025Q2: 1,226 shares; 2025Q3: 1,216 shares; 2025Q4: 1,269 shares 1,269 $328K 0.02% +53 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: 5,818 shares; 2024Q4: 5,238 shares; 2025Q1: 5,062 shares; 2025Q2: 5,075 shares; 2025Q3: 5,845 shares; 2025Q4: 3,255 shares 3,255 $328K 0.02% -2,590 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,349 shares; 2024Q4: 1,469 shares; 2025Q1: 1,725 shares; 2025Q2: 1,680 shares; 2025Q3: 1,848 shares; 2025Q4: 1,578 shares 1,578 $320K 0.02% -270 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: 6,124 shares; 2024Q4: 8,104 shares; 2025Q1: 8,338 shares; 2025Q2: 7,034 shares; 2025Q3: 6,548 shares; 2025Q4: 7,025 shares 7,025 $320K 0.02% +477 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 373 shares; 2025Q3: not reported; 2025Q4: 563 shares 563 $319K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,234 shares 1,234 $317K 0.02% new Timeline MFG MIZUHO FINANCIAL GROUP INC More: the full row for MIZUHO FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,625 shares; 2024Q4: 13,973 shares; 2025Q1: 21,135 shares; 2025Q2: 20,125 shares; 2025Q3: 34,767 shares; 2025Q4: 43,255 shares 43,255 $317K 0.02% +8,488 Timeline BMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,302 shares; 2024Q4: 7,176 shares; 2025Q1: 7,176 shares; 2025Q2: 7,101 shares; 2025Q3: 7,076 shares; 2025Q4: 7,007 shares 7,007 $314K 0.02% -69 Timeline NVR NVR INC More: the full row for NVR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43 shares; 2024Q4: 44 shares; 2025Q1: 43 shares; 2025Q2: 39 shares; 2025Q3: 37 shares; 2025Q4: 43 shares 43 $314K 0.02% +6 Timeline EFXT ENERFLEX LTD More: the full row for ENERFLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,063 shares; 2025Q4: 20,165 shares 20,165 $311K 0.02% +6,102 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,372 shares; 2025Q4: 1,392 shares 1,392 $311K 0.02% +20 Timeline TNL TRAVEL PLUS LEISURE CO More: the full row for TRAVEL PLUS LEISURE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,569 shares; 2025Q4: 4,372 shares 4,372 $308K 0.02% +803 Timeline SOXX 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: 1,236 shares; 2024Q4: 1,236 shares; 2025Q1: 1,236 shares; 2025Q2: 1,180 shares; 2025Q3: 1,058 shares; 2025Q4: 1,022 shares 1,022 $308K 0.02% -36 Timeline TIMB TIM S A More: the full row for TIM S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,134 shares; 2025Q3: 14,761 shares; 2025Q4: 15,767 shares 15,767 $307K 0.02% +1,006 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 860 shares; 2025Q2: 1,466 shares; 2025Q3: 1,558 shares; 2025Q4: 1,258 shares 1,258 $306K 0.02% -300 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,062 shares; 2024Q4: 13,575 shares; 2025Q1: 9,772 shares; 2025Q2: 10,082 shares; 2025Q3: 11,543 shares; 2025Q4: 6,567 shares 6,567 $305K 0.02% -4,976 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,222 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,953 shares 5,953 $302K 0.02% new Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,242 shares; 2025Q1: 1,293 shares; 2025Q2: 2,482 shares; 2025Q3: 1,634 shares; 2025Q4: 1,605 shares 1,605 $302K 0.02% -29 Timeline SPD SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,676 shares; 2024Q4: 7,676 shares; 2025Q1: 7,676 shares; 2025Q2: 7,676 shares; 2025Q3: 7,676 shares; 2025Q4: 7,676 shares 7,676 $301K 0.02% 0 Timeline IBN ICICI BK LTD More: the full row for ICICI BK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,203 shares; 2025Q3: 9,862 shares; 2025Q4: 10,103 shares 10,103 $301K 0.02% +241 Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM 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: 13,412 shares 13,412 $301K 0.02% new Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,609 shares; 2025Q1: not reported; 2025Q2: 2,744 shares; 2025Q3: 3,491 shares; 2025Q4: 3,678 shares 3,678 $301K 0.02% +187 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,105 shares 1,105 $300K 0.02% new 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: 2,340 shares; 2024Q4: 2,550 shares; 2025Q1: 2,559 shares; 2025Q2: 2,884 shares; 2025Q3: 2,777 shares; 2025Q4: 3,519 shares 3,519 $296K 0.02% +742 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: 21,649 shares; 2024Q4: 20,160 shares; 2025Q1: 15,030 shares; 2025Q2: 8,999 shares; 2025Q3: 7,662 shares; 2025Q4: 5,786 shares 5,786 $294K 0.02% -1,876 Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,426 shares; 2024Q4: 2,098 shares; 2025Q1: 1,967 shares; 2025Q2: 2,214 shares; 2025Q3: 2,763 shares; 2025Q4: 2,153 shares 2,153 $293K 0.02% -610 Timeline BPOP POPULAR INC More: the full row for POPULAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,078 shares; 2025Q3: 2,424 shares; 2025Q4: 2,350 shares 2,350 $293K 0.02% -74 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 313 shares; 2025Q4: 332 shares 332 $292K 0.02% +19 Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL 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: 184 shares; 2025Q4: 209 shares 209 $291K 0.02% +25 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: 4,697 shares; 2024Q4: 4,595 shares; 2025Q1: 3,763 shares; 2025Q2: 2,146 shares; 2025Q3: 2,472 shares; 2025Q4: 2,301 shares 2,301 $290K 0.02% -171 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,390 shares 2,390 $286K 0.02% new 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: 1,777 shares; 2024Q4: 1,540 shares; 2025Q1: 1,518 shares; 2025Q2: not reported; 2025Q3: 1,400 shares; 2025Q4: 1,602 shares 1,602 $286K 0.02% +202 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,117 shares 10,117 $286K 0.02% new Timeline BBHL BBH TR More: the full row for BBH 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: 17,609 shares 17,609 $284K 0.02% new Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,751 shares 3,751 $278K 0.02% new Timeline GSL GLOBAL SHIP LEASE INC More: the full row for GLOBAL SHIP LEASE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,846 shares; 2025Q4: 7,892 shares 7,892 $277K 0.02% +1,046 Timeline AER AERCAP HOLDINGS NV More: the full row for AERCAP HOLDINGS NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,161 shares; 2025Q3: 2,246 shares; 2025Q4: 1,922 shares 1,922 $276K 0.02% -324 Timeline IJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,664 shares; 2024Q4: 7,659 shares; 2025Q1: 7,659 shares; 2025Q2: 7,659 shares; 2025Q3: 7,659 shares; 2025Q4: 7,631 shares 7,631 $276K 0.02% -28 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,430 shares; 2024Q4: 2,484 shares; 2025Q1: 2,720 shares; 2025Q2: 2,223 shares; 2025Q3: 1,610 shares; 2025Q4: 1,616 shares 1,616 $274K 0.02% +6 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: not reported; 2024Q4: not reported; 2025Q1: 851 shares; 2025Q2: 793 shares; 2025Q3: 938 shares; 2025Q4: 943 shares 943 $272K 0.02% +5 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,911 shares 3,911 $271K 0.02% new Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 830 shares; 2025Q2: 930 shares; 2025Q3: 1,009 shares; 2025Q4: 684 shares 684 $271K 0.02% -325 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,032 shares 1,032 $271K 0.02% new Timeline GEM GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,315 shares; 2024Q4: 6,472 shares; 2025Q1: 6,472 shares; 2025Q2: 6,433 shares; 2025Q3: 6,433 shares; 2025Q4: 6,433 shares 6,433 $268K 0.02% 0 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,542 shares; 2024Q4: 3,010 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,797 shares; 2025Q4: 1,966 shares 1,966 $268K 0.02% +169 Timeline SCHC 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: 8,808 shares; 2024Q4: 8,808 shares; 2025Q1: 8,808 shares; 2025Q2: 5,852 shares; 2025Q3: 5,852 shares; 2025Q4: 5,852 shares 5,852 $266K 0.02% 0 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: 3,069 shares; 2024Q4: 3,147 shares; 2025Q1: 3,569 shares; 2025Q2: 3,409 shares; 2025Q3: 3,305 shares; 2025Q4: 3,372 shares 3,372 $266K 0.02% +67 Timeline PAYC PAYCOM SOFTWARE INC More: the full row for PAYCOM SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,206 shares; 2024Q4: 1,206 shares; 2025Q1: 1,206 shares; 2025Q2: 1,228 shares; 2025Q3: 1,236 shares; 2025Q4: 1,646 shares 1,646 $262K 0.02% +410 Timeline ESS ESSEX PPTY TR INC More: the full row for ESSEX PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 710 shares; 2024Q4: 712 shares; 2025Q1: 733 shares; 2025Q2: 713 shares; 2025Q3: 923 shares; 2025Q4: 996 shares 996 $261K 0.02% +73 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,866 shares; 2025Q4: 2,005 shares 2,005 $260K 0.02% +139 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,919 shares; 2024Q4: 3,862 shares; 2025Q1: 3,946 shares; 2025Q2: 3,971 shares; 2025Q3: 3,924 shares; 2025Q4: 4,039 shares 4,039 $260K 0.02% +115 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,527 shares; 2025Q4: 2,643 shares 2,643 $259K 0.02% +116 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,290 shares; 2025Q4: 1,134 shares 1,134 $258K 0.02% -156 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: 2,468 shares; 2024Q4: 2,541 shares; 2025Q1: 2,889 shares; 2025Q2: 2,608 shares; 2025Q3: 2,569 shares; 2025Q4: 2,635 shares 2,635 $258K 0.02% +66 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,658 shares; 2025Q2: 2,753 shares; 2025Q3: 2,763 shares; 2025Q4: 2,782 shares 2,782 $257K 0.02% +19 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 652 shares; 2025Q4: 726 shares 726 $257K 0.02% +74 Timeline IDCC INTERDIGITAL INC More: the full row for INTERDIGITAL 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: 928 shares; 2025Q3: 894 shares; 2025Q4: 806 shares 806 $257K 0.02% -88 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: not reported; 2024Q4: not reported; 2025Q1: 10,363 shares; 2025Q2: 8,356 shares; 2025Q3: 8,235 shares; 2025Q4: 6,651 shares 6,651 $255K 0.02% -1,584 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: 3,530 shares; 2024Q4: 3,990 shares; 2025Q1: 3,861 shares; 2025Q2: 3,447 shares; 2025Q3: 4,704 shares; 2025Q4: 4,005 shares 4,005 $254K 0.02% -699 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: not reported; 2024Q4: 1,714 shares; 2025Q1: 1,956 shares; 2025Q2: not reported; 2025Q3: 1,751 shares; 2025Q4: 2,428 shares 2,428 $253K 0.02% +677 Timeline JD JD.COM INC More: the full row for JD.COM 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: 8,395 shares; 2025Q2: not reported; 2025Q3: 8,779 shares; 2025Q4: 8,793 shares 8,793 $252K 0.02% +14 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,363 shares 7,363 $252K 0.02% new Timeline EQH EQUITABLE HLDGS INC More: the full row for EQUITABLE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,685 shares; 2024Q4: 6,732 shares; 2025Q1: 6,787 shares; 2025Q2: 5,616 shares; 2025Q3: 5,199 shares; 2025Q4: 5,282 shares 5,282 $252K 0.02% +83 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 582 shares; 2025Q4: 729 shares 729 $251K 0.02% +147 Timeline CLH CLEAN HARBORS INC More: the full row for CLEAN HARBORS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,063 shares 1,063 $249K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 3,706 shares 3,706 $249K 0.02% -1,294 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: 3,254 shares; 2024Q4: not reported; 2025Q1: 3,423 shares; 2025Q2: 3,395 shares; 2025Q3: 3,392 shares; 2025Q4: 3,361 shares 3,361 $247K 0.02% -31 Timeline PUK PRUDENTIAL PLC More: the full row for PRUDENTIAL 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: 7,914 shares 7,914 $246K 0.02% new Timeline SEI SOLARIS ENERGY INFRAS INC More: the full row for SOLARIS ENERGY INFRAS 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: 5,752 shares; 2025Q4: 5,295 shares 5,295 $243K 0.02% -457 Timeline BNS BANK NOVA SCOTIA B C More: the full row for BANK NOVA SCOTIA B C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,318 shares; 2025Q4: 3,298 shares 3,298 $243K 0.02% -20 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,625 shares; 2025Q2: 4,578 shares; 2025Q3: not reported; 2025Q4: 4,932 shares 4,932 $239K 0.02% new Timeline FINV FINVOLUTION GROUP More: the full row for FINVOLUTION GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,897 shares; 2024Q4: 74,981 shares; 2025Q1: 83,511 shares; 2025Q2: 77,979 shares; 2025Q3: 72,914 shares; 2025Q4: 45,514 shares 45,514 $238K 0.02% -27,400 Timeline GTX GARRETT MOTION INC More: the full row for GARRETT MOTION 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: 12,681 shares; 2025Q3: 11,464 shares; 2025Q4: 13,582 shares 13,582 $237K 0.02% +2,118 Timeline L LOEWS CORP More: the full row for LOEWS 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: 2,088 shares; 2025Q4: 2,246 shares 2,246 $237K 0.02% +158 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: 1,689 shares; 2024Q4: 1,689 shares; 2025Q1: 1,831 shares; 2025Q2: 1,702 shares; 2025Q3: 1,702 shares; 2025Q4: 1,699 shares 1,699 $236K 0.02% -3 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,312 shares; 2025Q1: 4,312 shares; 2025Q2: 4,515 shares; 2025Q3: 4,718 shares; 2025Q4: 4,280 shares 4,280 $234K 0.02% -438 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,141 shares; 2025Q1: 1,320 shares; 2025Q2: 1,837 shares; 2025Q3: 1,257 shares; 2025Q4: 1,205 shares 1,205 $234K 0.02% -52 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: not reported; 2024Q4: not reported; 2025Q1: 2,218 shares; 2025Q2: 2,579 shares; 2025Q3: 2,846 shares; 2025Q4: 2,669 shares 2,669 $233K 0.02% -177 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: 1,103 shares; 2024Q4: 1,103 shares; 2025Q1: 1,103 shares; 2025Q2: 1,103 shares; 2025Q3: 1,103 shares; 2025Q4: 1,103 shares 1,103 $232K 0.02% 0 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,139 shares; 2025Q2: 4,909 shares; 2025Q3: 4,239 shares; 2025Q4: 2,605 shares 2,605 $231K 0.02% -1,634 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,822 shares; 2025Q1: 4,800 shares; 2025Q2: 2,966 shares; 2025Q3: 2,966 shares; 2025Q4: 2,967 shares 2,967 $231K 0.02% +1 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,697 shares; 2025Q3: 8,303 shares; 2025Q4: 8,340 shares 8,340 $229K 0.02% +37 Timeline NPKI NPK INTERNATIONAL INC More: the full row for NPK INTERNATIONAL 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: 19,203 shares; 2025Q3: 19,203 shares; 2025Q4: 19,203 shares 19,203 $229K 0.02% 0 Timeline BSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,907 shares; 2024Q4: 4,720 shares; 2025Q1: not reported; 2025Q2: 4,719 shares; 2025Q3: 4,716 shares; 2025Q4: 4,613 shares 4,613 $227K 0.02% -103 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: 876 shares; 2024Q4: 902 shares; 2025Q1: 903 shares; 2025Q2: 1,379 shares; 2025Q3: 749 shares; 2025Q4: 786 shares 786 $227K 0.02% +37 Timeline VIPS VIPSHOP HLDGS LTD More: the full row for VIPSHOP HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,889 shares; 2024Q4: 11,272 shares; 2025Q1: 14,904 shares; 2025Q2: not reported; 2025Q3: 10,607 shares; 2025Q4: 12,761 shares 12,761 $226K 0.02% +2,154 Timeline BDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,678 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,616 shares; 2025Q3: 4,616 shares; 2025Q4: 4,544 shares 4,544 $225K 0.02% -72 Timeline CM CANADIAN IMPERIAL BANK OF CO More: the full row for CANADIAN IMPERIAL BANK OF CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,485 shares 2,485 $225K 0.02% new Timeline HUM HUMANA INC More: the full row for HUMANA 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: 877 shares 877 $225K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,533 shares 2,533 $225K 0.02% new 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: 581 shares; 2024Q4: 673 shares; 2025Q1: 666 shares; 2025Q2: 1,146 shares; 2025Q3: 618 shares; 2025Q4: 583 shares 583 $223K 0.02% -35 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,062 shares; 2024Q4: 2,110 shares; 2025Q1: 1,953 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,207 shares 1,207 $223K 0.02% new Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID 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: 2,876 shares 2,876 $222K 0.02% new Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,081 shares 1,081 $222K 0.01% new Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,496 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,857 shares 2,857 $221K 0.01% new Timeline CGAU CENTERRA GOLD INC More: the full row for CENTERRA GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,405 shares; 2025Q3: 15,405 shares; 2025Q4: 15,405 shares 15,405 $221K 0.01% 0 Timeline WEARABLE DEVICES LTD WEARABLE DEVICES LTD More: the full row for WEARABLE DEVICES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 134,500 shares; 2025Q4: 191,300 shares 191,300 $218K 0.01% +56,800 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: 1,101 shares; 2024Q4: not reported; 2025Q1: 817 shares; 2025Q2: 1,361 shares; 2025Q3: 1,459 shares; 2025Q4: 792 shares 792 $218K 0.01% -667 Timeline MTG MGIC INVT CORP WIS More: the full row for MGIC INVT CORP WIS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,458 shares 7,458 $218K 0.01% new Timeline