SMMD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 177,555 shares; 2024Q4: 292,799 shares; 2025Q1: 303,038 shares; 2025Q2: 310,495 shares; 2025Q3: 331,297 shares; 2025Q4: 352,861 shares 352,861 $26.4M 5.53% +21,564 Timeline TMSL T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED 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: 624,577 shares; 2025Q4: 692,124 shares 692,124 $24.8M 5.2% +67,547 Timeline JIRE 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: 31,896 shares; 2024Q4: 79,131 shares; 2025Q1: 177,832 shares; 2025Q2: 245,388 shares; 2025Q3: 303,288 shares; 2025Q4: 325,315 shares 325,315 $24.4M 5.1% +22,027 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: 63,670 shares; 2024Q4: 57,867 shares; 2025Q1: 54,887 shares; 2025Q2: 54,037 shares; 2025Q3: 52,530 shares; 2025Q4: 45,933 shares 45,933 $15.9M 3.33% -6,597 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: 18,452 shares; 2024Q4: 20,176 shares; 2025Q1: 21,813 shares; 2025Q2: 23,048 shares; 2025Q3: 24,874 shares; 2025Q4: 29,114 shares 29,114 $14.2M 2.97% +4,240 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: 30,584 shares; 2024Q4: 30,584 shares; 2025Q1: 29,552 shares; 2025Q2: 28,766 shares; 2025Q3: 29,090 shares; 2025Q4: 217,894 shares 217,894 $11.7M 2.45% +188,804 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 157,120 shares; 2024Q4: 159,102 shares; 2025Q1: 182,944 shares; 2025Q2: 193,866 shares; 2025Q3: 195,074 shares; 2025Q4: 219,358 shares 219,358 $11.1M 2.32% +24,284 Timeline AVT AVNET INC More: the full row for AVNET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 127,005 shares; 2024Q4: 133,205 shares; 2025Q1: 143,445 shares; 2025Q2: 149,475 shares; 2025Q3: 156,225 shares; 2025Q4: 163,710 shares 163,710 $7.87M 1.65% +7,485 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,320 shares; 2024Q4: 83,685 shares; 2025Q1: 82,965 shares; 2025Q2: 83,135 shares; 2025Q3: 84,275 shares; 2025Q4: 96,201 shares 96,201 $7.77M 1.63% +11,926 Timeline VSEC VSE CORP More: the full row for VSE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,650 shares; 2024Q4: 70,650 shares; 2025Q1: 65,650 shares; 2025Q2: 54,215 shares; 2025Q3: 47,215 shares; 2025Q4: 43,900 shares 43,900 $7.58M 1.59% -3,315 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: 41,120 shares; 2024Q4: 48,950 shares; 2025Q1: 52,005 shares; 2025Q2: 51,360 shares; 2025Q3: 52,640 shares; 2025Q4: 59,963 shares 59,963 $7.55M 1.58% +7,323 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: 6,921 shares; 2024Q4: 6,739 shares; 2025Q1: 6,640 shares; 2025Q2: 6,518 shares; 2025Q3: 6,337 shares; 2025Q4: 5,886 shares 5,886 $7.15M 1.5% -451 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: 22,158 shares; 2024Q4: 22,102 shares; 2025Q1: 22,102 shares; 2025Q2: 22,102 shares; 2025Q3: 22,069 shares; 2025Q4: 22,069 shares 22,069 $6.95M 1.45% 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: 43,540 shares; 2024Q4: 37,970 shares; 2025Q1: 35,750 shares; 2025Q2: 33,222 shares; 2025Q3: 29,784 shares; 2025Q4: 21,644 shares 21,644 $6.4M 1.34% -8,140 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: 16,600 shares; 2024Q4: 18,595 shares; 2025Q1: 19,165 shares; 2025Q2: 19,740 shares; 2025Q3: 20,480 shares; 2025Q4: 19,466 shares 19,466 $6.09M 1.27% -1,014 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: 195,730 shares; 2024Q4: 206,945 shares; 2025Q1: 210,055 shares; 2025Q2: 214,779 shares; 2025Q3: 248,379 shares; 2025Q4: 252,224 shares 252,224 $6.06M 1.27% +3,845 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: 17,309 shares; 2024Q4: 18,189 shares; 2025Q1: 18,299 shares; 2025Q2: 18,019 shares; 2025Q3: 18,239 shares; 2025Q4: 17,379 shares 17,379 $5.87M 1.23% -860 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,042 shares; 2024Q4: 20,042 shares; 2025Q1: 20,042 shares; 2025Q2: 20,042 shares; 2025Q3: 20,042 shares; 2025Q4: 20,042 shares 20,042 $5.82M 1.22% 0 Timeline NXST NEXSTAR MEDIA GROUP INC More: the full row for NEXSTAR MEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,024 shares; 2024Q4: 10,599 shares; 2025Q1: 12,234 shares; 2025Q2: 19,129 shares; 2025Q3: 23,614 shares; 2025Q4: 28,434 shares 28,434 $5.77M 1.21% +4,820 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: 115,199 shares; 2024Q4: 113,804 shares; 2025Q1: 115,139 shares; 2025Q2: 118,054 shares; 2025Q3: 124,239 shares; 2025Q4: 120,705 shares 120,705 $5.75M 1.2% -3,534 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: 20,159 shares; 2024Q4: 20,599 shares; 2025Q1: 20,223 shares; 2025Q2: 21,728 shares; 2025Q3: 22,089 shares; 2025Q4: 21,084 shares 21,084 $5.73M 1.2% -1,005 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: 32,052 shares; 2024Q4: 30,147 shares; 2025Q1: 27,590 shares; 2025Q2: 26,964 shares; 2025Q3: 26,242 shares; 2025Q4: 24,918 shares 24,918 $5.69M 1.19% -1,324 Timeline VCTR VICTORY CAP HLDGS INC DEL More: the full row for VICTORY CAP HLDGS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,034 shares; 2024Q4: 88,674 shares; 2025Q1: 87,689 shares; 2025Q2: 90,189 shares; 2025Q3: 88,944 shares; 2025Q4: 89,289 shares 89,289 $5.63M 1.18% +345 Timeline GEN GEN DIGITAL INC More: the full row for GEN DIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,585 shares; 2024Q4: 50,535 shares; 2025Q1: 60,640 shares; 2025Q2: 98,845 shares; 2025Q3: 124,895 shares; 2025Q4: 194,470 shares 194,470 $5.29M 1.11% +69,575 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: 13,723 shares; 2024Q4: 14,070 shares; 2025Q1: 14,248 shares; 2025Q2: 14,499 shares; 2025Q3: 14,457 shares; 2025Q4: 14,251 shares 14,251 $4.78M 1% -206 Timeline CSGS CSG SYS INTL INC More: the full row for CSG SYS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,885 shares; 2024Q4: 46,025 shares; 2025Q1: 47,260 shares; 2025Q2: 60,335 shares; 2025Q3: 66,285 shares; 2025Q4: 59,985 shares 59,985 $4.6M 0.96% -6,300 Timeline FHI FEDERATED HERMES INC More: the full row for FEDERATED HERMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,135 shares; 2024Q4: 65,925 shares; 2025Q1: 69,850 shares; 2025Q2: 69,100 shares; 2025Q3: 74,655 shares; 2025Q4: 87,635 shares 87,635 $4.56M 0.95% +12,980 Timeline TDTF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 133,458 shares; 2024Q4: 129,281 shares; 2025Q1: 149,700 shares; 2025Q2: 160,762 shares; 2025Q3: 160,830 shares; 2025Q4: 184,396 shares 184,396 $4.42M 0.92% +23,566 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: 7,702 shares; 2024Q4: 7,632 shares; 2025Q1: 7,698 shares; 2025Q2: 8,208 shares; 2025Q3: 8,268 shares; 2025Q4: 7,952 shares 7,952 $4.06M 0.85% -316 Timeline CMRE COSTAMARE INC More: the full row for COSTAMARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 241,004 shares; 2024Q4: 242,374 shares; 2025Q1: 253,409 shares; 2025Q2: 231,889 shares; 2025Q3: 237,154 shares; 2025Q4: 255,215 shares 255,215 $4.03M 0.84% +18,061 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: 6,306 shares; 2024Q4: 6,297 shares; 2025Q1: 6,343 shares; 2025Q2: 6,271 shares; 2025Q3: 6,331 shares; 2025Q4: 6,791 shares 6,791 $3.88M 0.81% +460 Timeline JXN JACKSON FINANCIAL INC More: the full row for JACKSON FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,677 shares; 2024Q4: 49,540 shares; 2025Q1: 48,160 shares; 2025Q2: 41,850 shares; 2025Q3: 38,030 shares; 2025Q4: 35,470 shares 35,470 $3.78M 0.79% -2,560 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: 25,462 shares; 2024Q4: 28,555 shares; 2025Q1: 29,255 shares; 2025Q2: 29,150 shares; 2025Q3: 29,620 shares; 2025Q4: 27,750 shares 27,750 $3.78M 0.79% -1,870 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: 7,965 shares; 2024Q4: 10,550 shares; 2025Q1: 11,325 shares; 2025Q2: 12,260 shares; 2025Q3: 12,815 shares; 2025Q4: 13,080 shares 13,080 $3.71M 0.78% +265 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: 2,845 shares; 2024Q4: 12,850 shares; 2025Q1: 14,770 shares; 2025Q2: 14,930 shares; 2025Q3: 15,140 shares; 2025Q4: 18,544 shares 18,544 $3.46M 0.72% +3,404 Timeline ACMR ACM RESH INC More: the full row for ACM RESH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,085 shares; 2024Q4: 44,605 shares; 2025Q1: 45,240 shares; 2025Q2: 54,055 shares; 2025Q3: 76,771 shares; 2025Q4: 84,221 shares 84,221 $3.32M 0.7% +7,450 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,542 shares; 2024Q4: 6,795 shares; 2025Q1: 7,270 shares; 2025Q2: 7,180 shares; 2025Q3: 7,150 shares; 2025Q4: 6,559 shares 6,559 $3.2M 0.67% -591 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: 5,332 shares; 2024Q4: 5,282 shares; 2025Q1: 5,274 shares; 2025Q2: 5,269 shares; 2025Q3: 7,330 shares; 2025Q4: 11,814 shares 11,814 $3.17M 0.66% +4,484 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,144 shares; 2025Q3: 6,909 shares; 2025Q4: 16,165 shares 16,165 $3.09M 0.65% +9,256 Timeline HRB BLOCK H & R INC More: the full row for BLOCK H & R INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,545 shares; 2024Q4: 52,535 shares; 2025Q1: 54,750 shares; 2025Q2: 62,420 shares; 2025Q3: 65,235 shares; 2025Q4: 70,780 shares 70,780 $3.08M 0.65% +5,545 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: 44,647 shares; 2024Q4: 47,632 shares; 2025Q1: 47,542 shares; 2025Q2: 55,752 shares; 2025Q3: 59,482 shares; 2025Q4: 56,785 shares 56,785 $3.06M 0.64% -2,697 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: 43,640 shares; 2024Q4: 42,535 shares; 2025Q1: 41,795 shares; 2025Q2: 41,495 shares; 2025Q3: 40,960 shares; 2025Q4: 36,950 shares 36,950 $2.86M 0.6% -4,010 Timeline R RYDER SYS INC More: the full row for RYDER SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,670 shares; 2024Q4: 16,970 shares; 2025Q1: 15,620 shares; 2025Q2: 15,400 shares; 2025Q3: 15,035 shares; 2025Q4: 14,700 shares 14,700 $2.81M 0.59% -335 Timeline ARW ARROW ELECTRS INC More: the full row for ARROW ELECTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,340 shares; 2024Q4: 23,330 shares; 2025Q1: 23,300 shares; 2025Q2: 24,320 shares; 2025Q3: 24,480 shares; 2025Q4: 25,350 shares 25,350 $2.79M 0.58% +870 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: 106,860 shares; 2024Q4: 114,758 shares; 2025Q1: 122,058 shares; 2025Q2: 129,082 shares; 2025Q3: 137,197 shares; 2025Q4: 121,857 shares 121,857 $2.71M 0.57% -15,340 Timeline IWC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,363 shares; 2024Q4: 22,110 shares; 2025Q1: 21,660 shares; 2025Q2: 17,639 shares; 2025Q3: 17,074 shares; 2025Q4: 17,195 shares 17,195 $2.71M 0.57% +121 Timeline WLY WILEY JOHN & SONS INC More: the full row for WILEY JOHN & SONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,587 shares; 2024Q4: 77,397 shares; 2025Q1: 84,617 shares; 2025Q2: 93,697 shares; 2025Q3: 98,262 shares; 2025Q4: 88,227 shares 88,227 $2.7M 0.57% -10,035 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,994 shares; 2025Q4: 36,695 shares 36,695 $2.7M 0.56% +23,701 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,720 shares; 2024Q4: 3,019 shares; 2025Q1: 3,144 shares; 2025Q2: 3,133 shares; 2025Q3: 3,301 shares; 2025Q4: 3,247 shares 3,247 $2.66M 0.56% -54 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 209,970 shares; 2024Q4: 226,025 shares; 2025Q1: 215,510 shares; 2025Q2: 180,950 shares; 2025Q3: 183,080 shares; 2025Q4: 209,590 shares 209,590 $2.61M 0.55% +26,510 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: 18,490 shares; 2025Q1: 22,255 shares; 2025Q2: 24,555 shares; 2025Q3: 28,535 shares; 2025Q4: 36,935 shares 36,935 $2.61M 0.54% +8,400 Timeline CALM CAL MAINE FOODS INC More: the full row for CAL MAINE FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,275 shares; 2024Q4: 33,665 shares; 2025Q1: 32,780 shares; 2025Q2: 32,385 shares; 2025Q3: 31,940 shares; 2025Q4: 31,175 shares 31,175 $2.48M 0.52% -765 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: 1,748 shares; 2024Q4: 3,029 shares; 2025Q1: 3,211 shares; 2025Q2: 3,181 shares; 2025Q3: 3,215 shares; 2025Q4: 3,516 shares 3,516 $2.32M 0.49% +301 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: 9,445 shares; 2024Q4: 9,110 shares; 2025Q1: 8,875 shares; 2025Q2: 8,865 shares; 2025Q3: 8,822 shares; 2025Q4: 8,862 shares 8,862 $2.22M 0.47% +40 Timeline BWA BORGWARNER INC More: the full row for BORGWARNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,170 shares; 2024Q4: 47,190 shares; 2025Q1: 44,905 shares; 2025Q2: 45,040 shares; 2025Q3: 46,075 shares; 2025Q4: 49,045 shares 49,045 $2.21M 0.46% +2,970 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: 1,990 shares; 2024Q4: 1,945 shares; 2025Q1: 1,915 shares; 2025Q2: 6,035 shares; 2025Q3: 6,915 shares; 2025Q4: 12,299 shares 12,299 $2.1M 0.44% +5,384 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: 1,793 shares; 2024Q4: 1,713 shares; 2025Q1: 1,669 shares; 2025Q2: 23,555 shares; 2025Q3: 23,130 shares; 2025Q4: 22,910 shares 22,910 $2.09M 0.44% -220 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: not reported; 2024Q4: not reported; 2025Q1: 14,396 shares; 2025Q2: 25,446 shares; 2025Q3: 32,941 shares; 2025Q4: 41,956 shares 41,956 $2.06M 0.43% +9,015 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: 19,785 shares; 2024Q4: 19,349 shares; 2025Q1: 18,857 shares; 2025Q2: 17,692 shares; 2025Q3: 19,075 shares; 2025Q4: 18,807 shares 18,807 $1.98M 0.41% -268 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,139 shares; 2024Q4: 2,834 shares; 2025Q1: 2,687 shares; 2025Q2: 2,577 shares; 2025Q3: 2,477 shares; 2025Q4: 2,297 shares 2,297 $1.86M 0.39% -180 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: 4,655 shares; 2024Q4: 4,460 shares; 2025Q1: 4,350 shares; 2025Q2: 4,165 shares; 2025Q3: 4,150 shares; 2025Q4: 3,910 shares 3,910 $1.83M 0.38% -240 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: 17,665 shares; 2024Q4: 17,980 shares; 2025Q1: 16,690 shares; 2025Q2: 16,075 shares; 2025Q3: 15,200 shares; 2025Q4: 14,160 shares 14,160 $1.81M 0.38% -1,040 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: 35,014 shares; 2024Q4: 29,963 shares; 2025Q1: 27,169 shares; 2025Q2: 25,011 shares; 2025Q3: 23,588 shares; 2025Q4: 23,393 shares 23,393 $1.8M 0.38% -195 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: 4,343 shares; 2024Q4: 4,638 shares; 2025Q1: 5,113 shares; 2025Q2: 5,168 shares; 2025Q3: 5,033 shares; 2025Q4: 5,708 shares 5,708 $1.77M 0.37% +675 Timeline FDM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,907 shares; 2024Q4: 22,167 shares; 2025Q1: 22,019 shares; 2025Q2: 22,209 shares; 2025Q3: 22,209 shares; 2025Q4: 22,209 shares 22,209 $1.77M 0.37% 0 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: 11,950 shares; 2024Q4: 11,570 shares; 2025Q1: 11,311 shares; 2025Q2: 11,066 shares; 2025Q3: 11,036 shares; 2025Q4: 10,871 shares 10,871 $1.75M 0.37% -165 Timeline AN AUTONATION INC More: the full row for AUTONATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,570 shares; 2024Q4: 9,030 shares; 2025Q1: 8,625 shares; 2025Q2: 8,445 shares; 2025Q3: 8,435 shares; 2025Q4: 8,325 shares 8,325 $1.72M 0.36% -110 Timeline VVX V2X INC More: the full row for V2X 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: 13,600 shares; 2025Q3: 21,410 shares; 2025Q4: 31,115 shares 31,115 $1.7M 0.36% +9,705 Timeline CBNK CAPITAL BANCORP INC MD More: the full row for CAPITAL BANCORP INC MD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,140 shares; 2024Q4: 62,040 shares; 2025Q1: 60,040 shares; 2025Q2: 60,040 shares; 2025Q3: 60,040 shares; 2025Q4: 60,040 shares 60,040 $1.69M 0.35% 0 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,347 shares; 2024Q4: 2,327 shares; 2025Q1: 2,212 shares; 2025Q2: 2,128 shares; 2025Q3: 2,124 shares; 2025Q4: 2,125 shares 2,125 $1.64M 0.34% +1 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: 5,310 shares; 2024Q4: 9,930 shares; 2025Q1: 13,160 shares; 2025Q2: 14,325 shares; 2025Q3: 16,010 shares; 2025Q4: 16,730 shares 16,730 $1.64M 0.34% +720 Timeline LRN STRIDE INC More: the full row for STRIDE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,590 shares; 2024Q4: 23,135 shares; 2025Q1: 23,515 shares; 2025Q2: 23,915 shares; 2025Q3: 24,335 shares; 2025Q4: 24,860 shares 24,860 $1.61M 0.34% +525 Timeline RITM RITHM CAPITAL CORP More: the full row for RITHM CAPITAL 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: 12,620 shares; 2025Q2: 52,670 shares; 2025Q3: 85,460 shares; 2025Q4: 144,775 shares 144,775 $1.58M 0.33% +59,315 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: 2,164 shares; 2024Q4: 2,539 shares; 2025Q1: 2,231 shares; 2025Q2: 2,260 shares; 2025Q3: 2,286 shares; 2025Q4: 3,260 shares 3,260 $1.58M 0.33% +974 Timeline UGI UGI CORP NEW More: the full row for UGI CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,655 shares; 2024Q4: 22,520 shares; 2025Q1: 23,805 shares; 2025Q2: 34,490 shares; 2025Q3: 38,920 shares; 2025Q4: 41,690 shares 41,690 $1.56M 0.33% +2,770 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,132 shares; 2024Q4: 3,692 shares; 2025Q1: 3,692 shares; 2025Q2: 3,692 shares; 2025Q3: 3,692 shares; 2025Q4: 4,168 shares 4,168 $1.56M 0.33% +476 Timeline TMHC TAYLOR MORRISON HOME CORP More: the full row for TAYLOR MORRISON HOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,975 shares; 2024Q4: 21,515 shares; 2025Q1: 21,165 shares; 2025Q2: 21,140 shares; 2025Q3: 21,510 shares; 2025Q4: 26,245 shares 26,245 $1.55M 0.32% +4,735 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: 7,553 shares; 2024Q4: 7,636 shares; 2025Q1: 7,583 shares; 2025Q2: 7,540 shares; 2025Q3: 7,515 shares; 2025Q4: 7,464 shares 7,464 $1.54M 0.32% -51 Timeline PLGO PELAGOS INS CAP LTD More: the full row for PELAGOS INS CAP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,915 shares; 2024Q4: 45,460 shares; 2025Q1: 55,515 shares; 2025Q2: 53,120 shares; 2025Q3: 56,220 shares; 2025Q4: 78,185 shares 78,185 $1.53M 0.32% +21,965 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: 6,025 shares; 2024Q4: 6,025 shares; 2025Q1: 6,054 shares; 2025Q2: 5,910 shares; 2025Q3: 5,910 shares; 2025Q4: 5,910 shares 5,910 $1.52M 0.32% 0 Timeline GRBK GREEN BRICK PARTNERS INC More: the full row for GREEN BRICK PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,703 shares; 2024Q4: 17,068 shares; 2025Q1: 17,323 shares; 2025Q2: 22,458 shares; 2025Q3: 23,688 shares; 2025Q4: 24,303 shares 24,303 $1.52M 0.32% +615 Timeline AAMI ACADIAN ASSET MANAGEMENT INC More: the full row for ACADIAN ASSET MANAGEMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,130 shares; 2025Q3: 15,150 shares; 2025Q4: 32,260 shares 32,260 $1.52M 0.32% +17,110 Timeline PLAB PHOTRONICS INC More: the full row for PHOTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,020 shares; 2024Q4: 51,710 shares; 2025Q1: 50,545 shares; 2025Q2: 45,730 shares; 2025Q3: 45,830 shares; 2025Q4: 46,385 shares 46,385 $1.48M 0.31% +555 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,618 shares; 2024Q4: 17,347 shares; 2025Q1: 18,237 shares; 2025Q2: 17,054 shares; 2025Q3: 16,709 shares; 2025Q4: 17,245 shares 17,245 $1.47M 0.31% +536 Timeline TAP MOLSON COORS BEVERAGE CO More: the full row for MOLSON COORS BEVERAGE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,010 shares; 2024Q4: 14,010 shares; 2025Q1: 19,995 shares; 2025Q2: 28,145 shares; 2025Q3: 28,130 shares; 2025Q4: 31,370 shares 31,370 $1.46M 0.31% +3,240 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: 77,275 shares; 2024Q4: 79,721 shares; 2025Q1: 89,599 shares; 2025Q2: 57,701 shares; 2025Q3: 15,850 shares; 2025Q4: 16,217 shares 16,217 $1.45M 0.3% +367 Timeline PSMT PRICESMART INC More: the full row for PRICESMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,450 shares; 2024Q4: 10,460 shares; 2025Q1: 11,485 shares; 2025Q2: 11,900 shares; 2025Q3: 11,950 shares; 2025Q4: 11,670 shares 11,670 $1.43M 0.3% -280 Timeline JAZZ JAZZ PHARMACEUTICALS PLC More: the full row for JAZZ PHARMACEUTICALS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,044 shares; 2024Q4: 7,869 shares; 2025Q1: 7,964 shares; 2025Q2: 8,229 shares; 2025Q3: 8,454 shares; 2025Q4: 8,304 shares 8,304 $1.41M 0.3% -150 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,120 shares; 2024Q4: 2,965 shares; 2025Q1: 2,915 shares; 2025Q2: 2,855 shares; 2025Q3: 2,700 shares; 2025Q4: 2,455 shares 2,455 $1.38M 0.29% -245 Timeline CPAY CORPAY INC More: the full row for CORPAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,786 shares; 2024Q4: 3,361 shares; 2025Q1: 3,536 shares; 2025Q2: 3,466 shares; 2025Q3: 3,436 shares; 2025Q4: 4,560 shares 4,560 $1.37M 0.29% +1,124 Timeline SLM SLM CORP More: the full row for SLM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,085 shares; 2024Q4: 53,835 shares; 2025Q1: 52,405 shares; 2025Q2: 51,340 shares; 2025Q3: 49,860 shares; 2025Q4: 49,210 shares 49,210 $1.33M 0.28% -650 Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,297 shares; 2024Q4: 7,413 shares; 2025Q1: 7,696 shares; 2025Q2: 7,806 shares; 2025Q3: 7,686 shares; 2025Q4: 5,203 shares 5,203 $1.31M 0.27% -2,483 Timeline ISCG 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: 23,500 shares; 2025Q3: 23,500 shares; 2025Q4: 23,543 shares 23,543 $1.31M 0.27% +43 Timeline SLYV 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: 14,000 shares; 2025Q3: 14,000 shares; 2025Q4: 14,000 shares 14,000 $1.27M 0.27% 0 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 129,995 shares; 2024Q4: 72,275 shares; 2025Q1: 60,985 shares; 2025Q2: 53,025 shares; 2025Q3: 52,170 shares; 2025Q4: 96,185 shares 96,185 $1.26M 0.26% +44,015 Timeline CRUS CIRRUS LOGIC INC More: the full row for CIRRUS LOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,095 shares; 2024Q4: 9,310 shares; 2025Q1: 10,080 shares; 2025Q2: 10,440 shares; 2025Q3: 10,510 shares; 2025Q4: 10,600 shares 10,600 $1.26M 0.26% +90 Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,570 shares; 2024Q4: 14,783 shares; 2025Q1: 14,783 shares; 2025Q2: 14,283 shares; 2025Q3: 14,588 shares; 2025Q4: 15,335 shares 15,335 $1.23M 0.26% +747 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: 7,705 shares; 2024Q4: 7,924 shares; 2025Q1: 8,501 shares; 2025Q2: 8,713 shares; 2025Q3: 8,653 shares; 2025Q4: 8,682 shares 8,682 $1.22M 0.26% +29 Timeline XSMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,000 shares; 2025Q3: 17,000 shares; 2025Q4: 17,000 shares 17,000 $1.22M 0.26% 0 Timeline TGNA TEGNA INC More: the full row for TEGNA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,927 shares; 2024Q4: 66,312 shares; 2025Q1: 67,542 shares; 2025Q2: 66,332 shares; 2025Q3: 63,452 shares; 2025Q4: 62,347 shares 62,347 $1.21M 0.25% -1,105 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: not reported; 2024Q4: not reported; 2025Q1: 2,205 shares; 2025Q2: 4,270 shares; 2025Q3: 5,155 shares; 2025Q4: 6,685 shares 6,685 $1.21M 0.25% +1,530 Timeline PAG PENSKE AUTOMOTIVE GRP INC More: the full row for PENSKE AUTOMOTIVE GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,445 shares; 2024Q4: 7,720 shares; 2025Q1: 7,545 shares; 2025Q2: 7,505 shares; 2025Q3: 7,315 shares; 2025Q4: 7,390 shares 7,390 $1.17M 0.24% +75 Timeline BHF BRIGHTHOUSE FINL INC More: the full row for BRIGHTHOUSE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,990 shares; 2024Q4: 12,085 shares; 2025Q1: 11,525 shares; 2025Q2: 12,505 shares; 2025Q3: 18,090 shares; 2025Q4: 17,650 shares 17,650 $1.14M 0.24% -440 Timeline UPBD UPBOUND GROUP INC More: the full row for UPBOUND GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,080 shares; 2024Q4: 80,950 shares; 2025Q1: 91,995 shares; 2025Q2: 93,930 shares; 2025Q3: 114,485 shares; 2025Q4: 64,870 shares 64,870 $1.14M 0.24% -49,615 Timeline LEA LEAR CORP More: the full row for LEAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,376 shares; 2024Q4: 9,505 shares; 2025Q1: 10,165 shares; 2025Q2: 10,045 shares; 2025Q3: 9,935 shares; 2025Q4: 9,865 shares 9,865 $1.13M 0.24% -70 Timeline GUNR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,931 shares; 2024Q4: 18,713 shares; 2025Q1: 21,272 shares; 2025Q2: 22,150 shares; 2025Q3: 22,126 shares; 2025Q4: 24,054 shares 24,054 $1.1M 0.23% +1,928 Timeline PR PERMIAN RESOURCES CORP More: the full row for PERMIAN RESOURCES 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: 13,475 shares; 2025Q2: 18,005 shares; 2025Q3: 38,100 shares; 2025Q4: 78,485 shares 78,485 $1.1M 0.23% +40,385 Timeline TBBK BANCORP INC DEL More: the full row for BANCORP INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,540 shares; 2024Q4: 14,520 shares; 2025Q1: 16,945 shares; 2025Q2: 17,270 shares; 2025Q3: 16,520 shares; 2025Q4: 16,225 shares 16,225 $1.1M 0.23% -295 Timeline PKW 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: 3,647 shares; 2025Q4: 8,082 shares 8,082 $1.09M 0.23% +4,435 Timeline TNK TEEKAY TANKERS LTD More: the full row for TEEKAY TANKERS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,965 shares; 2025Q1: 19,390 shares; 2025Q2: 20,215 shares; 2025Q3: 20,190 shares; 2025Q4: 19,985 shares 19,985 $1.07M 0.22% -205 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: 8,382 shares; 2024Q4: 8,692 shares; 2025Q1: 8,717 shares; 2025Q2: 8,822 shares; 2025Q3: 8,912 shares; 2025Q4: 8,652 shares 8,652 $1.06M 0.22% -260 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,800 shares; 2025Q3: 5,800 shares; 2025Q4: 11,000 shares 11,000 $1.06M 0.22% +5,200 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: 4,135 shares; 2024Q4: 4,010 shares; 2025Q1: 4,000 shares; 2025Q2: 3,855 shares; 2025Q3: 3,605 shares; 2025Q4: 3,605 shares 3,605 $1.04M 0.22% 0 Timeline HG HAMILTON INSURANCE GROUP LTD More: the full row for HAMILTON INSURANCE GROUP 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: 23,195 shares; 2025Q3: 34,450 shares; 2025Q4: 37,179 shares 37,179 $1.04M 0.22% +2,729 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: 10,800 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,400 shares; 2025Q3: 26,515 shares; 2025Q4: 41,445 shares 41,445 $1.03M 0.22% +14,930 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,973 shares; 2025Q3: 5,372 shares; 2025Q4: 4,062 shares 4,062 $984K 0.21% -1,310 Timeline REZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,352 shares; 2024Q4: 9,305 shares; 2025Q1: 10,290 shares; 2025Q2: 10,683 shares; 2025Q3: 10,829 shares; 2025Q4: 11,873 shares 11,873 $981K 0.21% +1,044 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: 3,940 shares; 2024Q4: 3,090 shares; 2025Q1: 3,075 shares; 2025Q2: 3,107 shares; 2025Q3: 3,017 shares; 2025Q4: 2,997 shares 2,997 $981K 0.21% -20 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: 3,549 shares; 2024Q4: 3,424 shares; 2025Q1: 3,424 shares; 2025Q2: 3,404 shares; 2025Q3: 3,464 shares; 2025Q4: 3,245 shares 3,245 $961K 0.2% -219 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: 7,519 shares; 2024Q4: 7,394 shares; 2025Q1: 7,144 shares; 2025Q2: 6,875 shares; 2025Q3: 6,745 shares; 2025Q4: 5,740 shares 5,740 $934K 0.2% -1,005 Timeline OMF ONEMAIN HLDGS INC More: the full row for ONEMAIN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,903 shares; 2024Q4: 18,993 shares; 2025Q1: 18,093 shares; 2025Q2: 15,193 shares; 2025Q3: 14,115 shares; 2025Q4: 13,760 shares 13,760 $929K 0.19% -355 Timeline SANM SANMINA CORP More: the full row for SANMINA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,085 shares; 2024Q4: 6,205 shares; 2025Q1: 6,395 shares; 2025Q2: 6,390 shares; 2025Q3: 6,390 shares; 2025Q4: 5,940 shares 5,940 $891K 0.19% -450 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: 10,775 shares; 2024Q4: 9,680 shares; 2025Q1: 9,655 shares; 2025Q2: 8,125 shares; 2025Q3: 8,025 shares; 2025Q4: 7,740 shares 7,740 $889K 0.19% -285 Timeline ENVA ENOVA INTL INC More: the full row for ENOVA 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: 4,880 shares; 2025Q3: 5,415 shares; 2025Q4: 5,625 shares 5,625 $884K 0.18% +210 Timeline QSR RESTAURANT BRANDS INTL INC More: the full row for RESTAURANT BRANDS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,340 shares; 2024Q4: 12,005 shares; 2025Q1: 11,620 shares; 2025Q2: 11,725 shares; 2025Q3: 12,165 shares; 2025Q4: 12,545 shares 12,545 $856K 0.18% +380 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,501 shares; 2025Q3: 4,829 shares; 2025Q4: 4,625 shares 4,625 $820K 0.17% -204 Timeline ACI ALBERTSONS COMPANIES INC More: the full row for ALBERTSONS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,165 shares; 2024Q4: 39,770 shares; 2025Q1: 31,010 shares; 2025Q2: 30,180 shares; 2025Q3: 29,385 shares; 2025Q4: 47,390 shares 47,390 $814K 0.17% +18,005 Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,786 shares; 2025Q1: 5,305 shares; 2025Q2: 5,255 shares; 2025Q3: 5,115 shares; 2025Q4: 4,055 shares 4,055 $806K 0.17% -1,060 Timeline INCY INCYTE CORP More: the full row for INCYTE 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: 5,950 shares; 2025Q4: 8,030 shares 8,030 $793K 0.17% +2,080 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,875 shares; 2024Q4: 7,770 shares; 2025Q1: 6,583 shares; 2025Q2: 5,970 shares; 2025Q3: 5,725 shares; 2025Q4: 4,910 shares 4,910 $792K 0.17% -815 Timeline SFM SPROUTS FMRS MKT INC More: the full row for SPROUTS FMRS MKT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,290 shares; 2024Q4: 11,960 shares; 2025Q1: 10,885 shares; 2025Q2: 10,210 shares; 2025Q3: 10,145 shares; 2025Q4: 9,920 shares 9,920 $790K 0.17% -225 Timeline COLL COLLEGIUM PHARMACEUTICAL INC More: the full row for COLLEGIUM PHARMACEUTICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,500 shares; 2024Q4: 17,760 shares; 2025Q1: 20,360 shares; 2025Q2: 17,980 shares; 2025Q3: 17,980 shares; 2025Q4: 16,590 shares 16,590 $768K 0.16% -1,390 Timeline GPI GROUP 1 AUTOMOTIVE INC More: the full row for GROUP 1 AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,085 shares; 2024Q4: 2,005 shares; 2025Q1: 1,920 shares; 2025Q2: 1,900 shares; 2025Q3: 1,900 shares; 2025Q4: 1,925 shares 1,925 $757K 0.16% +25 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: 69,885 shares; 2024Q4: 79,525 shares; 2025Q1: 82,065 shares; 2025Q2: 70,875 shares; 2025Q3: 63,420 shares; 2025Q4: 31,190 shares 31,190 $756K 0.16% -32,230 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,955 shares; 2024Q4: 4,180 shares; 2025Q1: 4,093 shares; 2025Q2: 5,316 shares; 2025Q3: 5,352 shares; 2025Q4: 5,352 shares 5,352 $755K 0.16% 0 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,886 shares; 2024Q4: 3,861 shares; 2025Q1: 8,007 shares; 2025Q2: 8,007 shares; 2025Q3: 8,033 shares; 2025Q4: 8,033 shares 8,033 $739K 0.15% 0 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: 6,075 shares; 2024Q4: 6,750 shares; 2025Q1: 6,900 shares; 2025Q2: 6,900 shares; 2025Q3: 6,805 shares; 2025Q4: 6,495 shares 6,495 $726K 0.15% -310 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,148 shares; 2024Q4: 15,073 shares; 2025Q1: 15,418 shares; 2025Q2: 15,118 shares; 2025Q3: 14,873 shares; 2025Q4: 10,668 shares 10,668 $717K 0.15% -4,205 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,772 shares; 2024Q4: 5,951 shares; 2025Q1: 5,742 shares; 2025Q2: 6,229 shares; 2025Q3: 6,271 shares; 2025Q4: 6,271 shares 6,271 $713K 0.15% 0 Timeline NOMD NOMAD FOODS LTD More: the full row for NOMAD FOODS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,570 shares; 2024Q4: 43,825 shares; 2025Q1: 51,000 shares; 2025Q2: 82,795 shares; 2025Q3: 79,040 shares; 2025Q4: 56,755 shares 56,755 $710K 0.15% -22,285 Timeline LNC LINCOLN NATL CORP IND More: the full row for LINCOLN NATL CORP IND 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: 15,870 shares 15,870 $707K 0.15% new Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,350 shares; 2024Q4: 5,810 shares; 2025Q1: 5,770 shares; 2025Q2: 4,245 shares; 2025Q3: 4,860 shares; 2025Q4: 4,860 shares 4,860 $704K 0.15% 0 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: 14,497 shares; 2024Q4: 14,497 shares; 2025Q1: 12,382 shares; 2025Q2: 11,982 shares; 2025Q3: 12,047 shares; 2025Q4: 12,132 shares 12,132 $700K 0.15% +85 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: 1,400 shares; 2024Q4: 1,344 shares; 2025Q1: 1,309 shares; 2025Q2: 1,300 shares; 2025Q3: 1,265 shares; 2025Q4: 1,261 shares 1,261 $659K 0.14% -4 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,913 shares; 2024Q4: 1,913 shares; 2025Q1: 1,913 shares; 2025Q2: 1,913 shares; 2025Q3: 2,143 shares; 2025Q4: 4,436 shares 4,436 $639K 0.13% +2,293 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: 3,186 shares; 2024Q4: 2,952 shares; 2025Q1: 2,905 shares; 2025Q2: 2,654 shares; 2025Q3: 2,463 shares; 2025Q4: 2,203 shares 2,203 $636K 0.13% -260 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: 2,680 shares; 2024Q4: 2,525 shares; 2025Q1: 2,190 shares; 2025Q2: 1,365 shares; 2025Q3: 1,350 shares; 2025Q4: 1,340 shares 1,340 $634K 0.13% -10 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: 3,770 shares; 2025Q1: 3,770 shares; 2025Q2: 3,770 shares; 2025Q3: 3,770 shares; 2025Q4: 3,645 shares 3,645 $624K 0.13% -125 Timeline INVA INNOVIVA INC More: the full row for INNOVIVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,590 shares; 2024Q4: 33,615 shares; 2025Q1: 35,115 shares; 2025Q2: 24,465 shares; 2025Q3: 23,115 shares; 2025Q4: 31,095 shares 31,095 $622K 0.13% +7,980 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,445 shares; 2024Q4: 9,950 shares; 2025Q1: 10,545 shares; 2025Q2: 10,150 shares; 2025Q3: 9,855 shares; 2025Q4: 9,310 shares 9,310 $619K 0.13% -545 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,600 shares; 2025Q1: 11,600 shares; 2025Q2: 11,600 shares; 2025Q3: 11,600 shares; 2025Q4: 11,600 shares 11,600 $608K 0.13% 0 Timeline DLX DELUXE CORP MEDIUM TERM NTS More: the full row for DELUXE CORP MEDIUM TERM NTS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,776 shares; 2024Q4: 50,686 shares; 2025Q1: 43,386 shares; 2025Q2: 28,096 shares; 2025Q3: 28,886 shares; 2025Q4: 26,661 shares 26,661 $595K 0.12% -2,225 Timeline ADEA ADEIA INC More: the full row for ADEIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,011 shares; 2024Q4: 33,351 shares; 2025Q1: 34,401 shares; 2025Q2: 34,465 shares; 2025Q3: 34,575 shares; 2025Q4: 33,025 shares 33,025 $570K 0.12% -1,550 Timeline BG BUNGE GLOBAL SA More: the full row for BUNGE GLOBAL SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,455 shares; 2024Q4: 11,550 shares; 2025Q1: 11,070 shares; 2025Q2: 8,935 shares; 2025Q3: 6,880 shares; 2025Q4: 6,050 shares 6,050 $539K 0.11% -830 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: 1,596 shares; 2024Q4: 1,561 shares; 2025Q1: 1,561 shares; 2025Q2: 1,634 shares; 2025Q3: 1,498 shares; 2025Q4: 1,613 shares 1,613 $520K 0.11% +115 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: not reported; 2024Q4: 6,952 shares; 2025Q1: 6,802 shares; 2025Q2: 6,802 shares; 2025Q3: 6,802 shares; 2025Q4: 8,264 shares 8,264 $516K 0.11% +1,462 Timeline IVZ INVESCO LTD More: the full row for INVESCO 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: 19,575 shares; 2025Q3: 19,575 shares; 2025Q4: 19,325 shares 19,325 $508K 0.11% -250 Timeline TDW TIDEWATER INC NEW More: the full row for TIDEWATER INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,030 shares 10,030 $507K 0.11% new Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS 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: 3,605 shares 3,605 $497K 0.1% new 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: 5,135 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,465 shares; 2025Q3: 8,835 shares; 2025Q4: 9,230 shares 9,230 $492K 0.1% +395 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,820 shares; 2024Q4: 3,466 shares; 2025Q1: 3,256 shares; 2025Q2: 3,061 shares; 2025Q3: 2,901 shares; 2025Q4: 2,807 shares 2,807 $487K 0.1% -94 Timeline RDN RADIAN GROUP INC More: the full row for RADIAN GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,065 shares; 2024Q4: 13,015 shares; 2025Q1: 13,015 shares; 2025Q2: 12,965 shares; 2025Q3: 13,065 shares; 2025Q4: 13,280 shares 13,280 $478K 0.1% +215 Timeline PRGS PROGRESS SOFTWARE CORP More: the full row for PROGRESS SOFTWARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,615 shares; 2024Q4: 20,095 shares; 2025Q1: 21,945 shares; 2025Q2: 19,070 shares; 2025Q3: 13,930 shares; 2025Q4: 11,065 shares 11,065 $475K 0.1% -2,865 Timeline TKO TKO GROUP HOLDINGS INC More: the full row for TKO GROUP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,145 shares; 2024Q4: 2,760 shares; 2025Q1: 2,720 shares; 2025Q2: 2,720 shares; 2025Q3: 2,495 shares; 2025Q4: 2,230 shares 2,230 $466K 0.1% -265 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,950 shares; 2025Q4: 4,520 shares 4,520 $442K 0.09% -430 Timeline HCC WARRIOR MET COAL INC More: the full row for WARRIOR MET COAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,560 shares; 2024Q4: 12,110 shares; 2025Q1: 10,295 shares; 2025Q2: 5,715 shares; 2025Q3: 5,365 shares; 2025Q4: 4,940 shares 4,940 $436K 0.09% -425 Timeline AMRX AMNEAL PHARMACEUTICALS INC More: the full row for AMNEAL PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,105 shares; 2025Q3: 25,670 shares; 2025Q4: 34,265 shares 34,265 $432K 0.09% +8,595 Timeline CARS CARS COM INC More: the full row for CARS COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,385 shares; 2024Q4: 70,035 shares; 2025Q1: 69,165 shares; 2025Q2: 62,940 shares; 2025Q3: 62,940 shares; 2025Q4: 35,380 shares 35,380 $432K 0.09% -27,560 Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,219 shares; 2024Q4: 1,294 shares; 2025Q1: 1,109 shares; 2025Q2: 1,109 shares; 2025Q3: 859 shares; 2025Q4: 799 shares 799 $426K 0.09% -60 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: 3,585 shares; 2024Q4: 4,149 shares; 2025Q1: 4,115 shares; 2025Q2: 3,940 shares; 2025Q3: 3,925 shares; 2025Q4: 3,804 shares 3,804 $424K 0.09% -121 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: 21,068 shares; 2024Q4: 18,624 shares; 2025Q1: 19,947 shares; 2025Q2: 18,749 shares; 2025Q3: 17,393 shares; 2025Q4: 13,774 shares 13,774 $412K 0.09% -3,619 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,710 shares; 2024Q4: 1,485 shares; 2025Q1: 1,480 shares; 2025Q2: 1,470 shares; 2025Q3: 1,550 shares; 2025Q4: 1,395 shares 1,395 $410K 0.09% -155 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: 7,205 shares; 2024Q4: 7,055 shares; 2025Q1: 7,055 shares; 2025Q2: 7,015 shares; 2025Q3: 6,560 shares; 2025Q4: 6,850 shares 6,850 $402K 0.08% +290 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: 688 shares; 2024Q4: 678 shares; 2025Q1: 678 shares; 2025Q2: 678 shares; 2025Q3: 703 shares; 2025Q4: 799 shares 799 $402K 0.08% +96 Timeline FMDE FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,902 shares 10,902 $397K 0.08% new 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: 2,565 shares; 2024Q4: 2,330 shares; 2025Q1: 2,255 shares; 2025Q2: 2,230 shares; 2025Q3: 2,165 shares; 2025Q4: 1,915 shares 1,915 $394K 0.08% -250 Timeline IWL 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: 2,353 shares; 2025Q1: 2,353 shares; 2025Q2: 2,114 shares; 2025Q3: 1,990 shares; 2025Q4: 2,290 shares 2,290 $391K 0.08% +300 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: 2,943 shares; 2024Q4: 3,649 shares; 2025Q1: 3,502 shares; 2025Q2: 3,295 shares; 2025Q3: 3,378 shares; 2025Q4: 3,188 shares 3,188 $384K 0.08% -190 Timeline CTEV CLARITEV CORPORATION More: the full row for CLARITEV CORPORATION 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: 8,731 shares 8,731 $373K 0.08% new Timeline SBGI SINCLAIR INC More: the full row for SINCLAIR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,370 shares; 2025Q1: 28,075 shares; 2025Q2: 25,530 shares; 2025Q3: 26,495 shares; 2025Q4: 24,305 shares 24,305 $372K 0.08% -2,190 Timeline CVSA COVISTA INC More: the full row for COVISTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,227 shares; 2025Q2: 3,182 shares; 2025Q3: 3,192 shares; 2025Q4: 3,547 shares 3,547 $367K 0.08% +355 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: not reported; 2024Q4: 1,800 shares; 2025Q1: 1,800 shares; 2025Q2: 1,800 shares; 2025Q3: 1,800 shares; 2025Q4: 1,800 shares 1,800 $358K 0.07% 0 Timeline DTD 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: 10,580 shares; 2024Q4: 9,930 shares; 2025Q1: 8,155 shares; 2025Q2: 4,080 shares; 2025Q3: 4,080 shares; 2025Q4: 4,080 shares 4,080 $346K 0.07% 0 Timeline OC OWENS CORNING NEW More: the full row for OWENS CORNING NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,755 shares; 2024Q4: 3,645 shares; 2025Q1: 3,535 shares; 2025Q2: 2,880 shares; 2025Q3: 2,855 shares; 2025Q4: 2,855 shares 2,855 $320K 0.07% 0 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: not reported; 2024Q4: 2,669 shares; 2025Q1: 2,610 shares; 2025Q2: 2,578 shares; 2025Q3: 2,578 shares; 2025Q4: 2,644 shares 2,644 $318K 0.07% +66 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,318 shares; 2024Q4: 2,318 shares; 2025Q1: 2,318 shares; 2025Q2: 2,318 shares; 2025Q3: 2,318 shares; 2025Q4: 2,318 shares 2,318 $317K 0.07% 0 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: 2,345 shares; 2024Q4: 2,345 shares; 2025Q1: 2,345 shares; 2025Q2: 2,345 shares; 2025Q3: 2,295 shares; 2025Q4: 2,295 shares 2,295 $316K 0.07% 0 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: 1,788 shares; 2024Q4: 2,118 shares; 2025Q1: 2,118 shares; 2025Q2: 2,107 shares; 2025Q3: 2,102 shares; 2025Q4: 2,065 shares 2,065 $315K 0.07% -37 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: 714 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 500 shares; 2025Q4: 536 shares 536 $307K 0.06% +36 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,329 shares; 2025Q4: 1,447 shares 1,447 $307K 0.06% +118 Timeline PATK PATRICK INDS INC More: the full row for PATRICK INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,360 shares; 2024Q4: 2,977 shares; 2025Q1: 2,837 shares; 2025Q2: 2,820 shares; 2025Q3: 2,795 shares; 2025Q4: 2,770 shares 2,770 $300K 0.06% -25 Timeline MMS MAXIMUS INC More: the full row for MAXIMUS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,470 shares 3,470 $300K 0.06% new Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,041 shares; 2025Q4: 1,041 shares 1,041 $291K 0.06% 0 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: 782 shares; 2024Q4: 742 shares; 2025Q1: 742 shares; 2025Q2: 742 shares; 2025Q3: 773 shares; 2025Q4: 817 shares 817 $287K 0.06% +44 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: 2,293 shares; 2024Q4: 2,268 shares; 2025Q1: 2,268 shares; 2025Q2: 2,038 shares; 2025Q3: 2,038 shares; 2025Q4: 1,973 shares 1,973 $284K 0.06% -65 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: 9,843 shares; 2024Q4: 4,680 shares; 2025Q1: 3,580 shares; 2025Q2: 3,580 shares; 2025Q3: 3,580 shares; 2025Q4: 3,580 shares 3,580 $284K 0.06% 0 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,517 shares; 2024Q4: 1,417 shares; 2025Q1: 1,350 shares; 2025Q2: 1,239 shares; 2025Q3: 1,238 shares; 2025Q4: 1,226 shares 1,226 $284K 0.06% -12 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: 22,380 shares; 2024Q4: 22,897 shares; 2025Q1: 29,127 shares; 2025Q2: 31,447 shares; 2025Q3: 29,917 shares; 2025Q4: 18,822 shares 18,822 $279K 0.06% -11,095 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,785 shares 2,785 $278K 0.06% new Timeline THO THOR INDS INC More: the full row for THOR INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,890 shares; 2024Q4: 3,735 shares; 2025Q1: 3,560 shares; 2025Q2: 3,460 shares; 2025Q3: 3,250 shares; 2025Q4: 2,675 shares 2,675 $275K 0.06% -575 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: not reported; 2024Q4: 78 shares; 2025Q1: 80 shares; 2025Q2: 80 shares; 2025Q3: 79 shares; 2025Q4: 79 shares 79 $268K 0.06% 0 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: 758 shares; 2024Q4: 648 shares; 2025Q1: 588 shares; 2025Q2: 625 shares; 2025Q3: 669 shares; 2025Q4: 763 shares 763 $268K 0.06% +94 Timeline VECO VEECO INSTRS INC DEL More: the full row for VEECO INSTRS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,940 shares; 2024Q4: 9,980 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,150 shares; 2025Q4: 9,150 shares 9,150 $262K 0.05% 0 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,795 shares; 2025Q1: 8,795 shares; 2025Q2: 4,467 shares; 2025Q3: 4,467 shares; 2025Q4: 5,138 shares 5,138 $258K 0.05% +671 Timeline EVR EVERCORE INC More: the full row for EVERCORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,415 shares; 2024Q4: 1,080 shares; 2025Q1: not reported; 2025Q2: 880 shares; 2025Q3: 825 shares; 2025Q4: 740 shares 740 $252K 0.05% -85 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: 4,865 shares; 2024Q4: 4,755 shares; 2025Q1: 4,630 shares; 2025Q2: 4,170 shares; 2025Q3: 4,130 shares; 2025Q4: 3,880 shares 3,880 $246K 0.05% -250 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,061 shares; 2025Q1: 3,063 shares; 2025Q2: 3,065 shares; 2025Q3: 3,067 shares; 2025Q4: 3,069 shares 3,069 $245K 0.05% +2 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 833 shares; 2025Q4: 989 shares 989 $243K 0.05% +156 Timeline ZD ZIFF DAVIS INC More: the full row for ZIFF DAVIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,813 shares; 2024Q4: 11,615 shares; 2025Q1: 11,665 shares; 2025Q2: 11,865 shares; 2025Q3: 11,275 shares; 2025Q4: 6,750 shares 6,750 $237K 0.05% -4,525 Timeline CIVI CIVITAS RESOURCES INC More: the full row for CIVITAS RESOURCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,500 shares; 2024Q4: 19,450 shares; 2025Q1: 14,245 shares; 2025Q2: 13,760 shares; 2025Q3: 12,825 shares; 2025Q4: 8,670 shares 8,670 $235K 0.05% -4,155 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: 8,100 shares; 2024Q4: 7,525 shares; 2025Q1: 6,205 shares; 2025Q2: 3,810 shares; 2025Q3: 3,055 shares; 2025Q4: 2,215 shares 2,215 $228K 0.05% -840 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,574 shares; 2024Q4: 2,574 shares; 2025Q1: 2,570 shares; 2025Q2: 2,570 shares; 2025Q3: 2,570 shares; 2025Q4: 2,570 shares 2,570 $227K 0.05% 0 Timeline AES AES CORP More: the full row for AES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,342 shares; 2024Q4: 23,637 shares; 2025Q1: 22,097 shares; 2025Q2: 17,812 shares; 2025Q3: 16,762 shares; 2025Q4: 15,662 shares 15,662 $225K 0.05% -1,100 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,144 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,144 shares; 2025Q3: 6,144 shares; 2025Q4: 6,144 shares 6,144 $223K 0.05% 0 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: 2,768 shares; 2025Q3: 2,768 shares; 2025Q4: 2,768 shares 2,768 $222K 0.05% 0 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: 5,030 shares; 2024Q4: 4,655 shares; 2025Q1: 4,655 shares; 2025Q2: 4,735 shares; 2025Q3: 4,685 shares; 2025Q4: 4,540 shares 4,540 $220K 0.05% -145 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: not reported; 2024Q4: 1,741 shares; 2025Q1: 1,650 shares; 2025Q2: 1,000 shares; 2025Q3: 974 shares; 2025Q4: 946 shares 946 $218K 0.05% -28 Timeline GBX GREENBRIER COS INC More: the full row for GREENBRIER COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,030 shares; 2025Q1: 5,645 shares; 2025Q2: 5,605 shares; 2025Q3: 5,745 shares; 2025Q4: 4,625 shares 4,625 $216K 0.05% -1,120 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: 1,728 shares; 2024Q4: 1,525 shares; 2025Q1: not reported; 2025Q2: 1,390 shares; 2025Q3: 1,230 shares; 2025Q4: 1,100 shares 1,100 $214K 0.04% -130 Timeline VYX NCR VOYIX CORPORATION More: the full row for NCR VOYIX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,385 shares; 2024Q4: 29,185 shares; 2025Q1: 28,150 shares; 2025Q2: 28,150 shares; 2025Q3: 28,150 shares; 2025Q4: 20,900 shares 20,900 $213K 0.04% -7,250 Timeline CCSI CONSENSUS CLOUD SOLUTIONS IN More: the full row for CONSENSUS CLOUD SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,630 shares 9,630 $210K 0.04% new Timeline SFD SMITHFIELD FOODS INC More: the full row for SMITHFIELD FOODS 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: 9,300 shares 9,300 $208K 0.04% new Timeline FNDB 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,683 shares 7,683 $204K 0.04% new Timeline NAVI NAVIENT CORPORATION More: the full row for NAVIENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,460 shares; 2024Q4: 38,395 shares; 2025Q1: 32,200 shares; 2025Q2: 27,350 shares; 2025Q3: 20,885 shares; 2025Q4: 12,600 shares 12,600 $164K 0.03% -8,285 Timeline GSBD GOLDMAN SACHS BDC INC More: the full row for GOLDMAN SACHS BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,215 shares; 2024Q4: 30,970 shares; 2025Q1: 30,710 shares; 2025Q2: 28,355 shares; 2025Q3: 27,995 shares; 2025Q4: 16,105 shares 16,105 $149K 0.03% -11,890 Timeline WU WESTERN UN CO More: the full row for WESTERN UN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,399 shares; 2024Q4: 56,592 shares; 2025Q1: 56,367 shares; 2025Q2: 40,087 shares; 2025Q3: 30,197 shares; 2025Q4: 15,272 shares 15,272 $142K 0.03% -14,925 Timeline OGN ORGANON & CO More: the full row for ORGANON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,520 shares; 2024Q4: 57,545 shares; 2025Q1: 64,020 shares; 2025Q2: 54,205 shares; 2025Q3: 38,450 shares; 2025Q4: 17,380 shares 17,380 $125K 0.03% -21,070 Timeline PK PARK HOTELS & RESORTS INC More: the full row for PARK HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,955 shares; 2024Q4: 15,405 shares; 2025Q1: 14,180 shares; 2025Q2: 12,990 shares; 2025Q3: 13,190 shares; 2025Q4: 11,065 shares 11,065 $116K 0.02% -2,125 Timeline SVC SERVICE PPTYS TR More: the full row for SERVICE PPTYS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,450 shares; 2024Q4: 30,900 shares; 2025Q1: 29,450 shares; 2025Q2: 28,250 shares; 2025Q3: 31,316 shares; 2025Q4: 20,091 shares 20,091 $37K 0.01% -11,225 Timeline BASA BASANITE INC More: the full row for BASANITE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,000 shares; 2024Q4: 31,000 shares; 2025Q1: 31,000 shares; 2025Q2: 31,000 shares; 2025Q3: 31,000 shares; 2025Q4: 31,000 shares 31,000 $933 <0.01% 0 Timeline