DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 785,046 shares; 2024Q4: 784,774 shares; 2025Q1: 803,661 shares; 2025Q2: 820,492 shares; 2025Q3: 818,458 shares; 2025Q4: 818,325 shares 818,325 $73.2M 10.12% -133 Timeline DIVI 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: 602,420 shares; 2024Q4: 673,433 shares; 2025Q1: 859,866 shares; 2025Q2: 877,208 shares; 2025Q3: 864,934 shares; 2025Q4: 853,141 shares 853,141 $33.2M 4.59% -11,793 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 216,195 shares; 2024Q4: 210,612 shares; 2025Q1: 203,683 shares; 2025Q2: 198,558 shares; 2025Q3: 188,158 shares; 2025Q4: 177,984 shares 177,984 $26.5M 3.66% -10,174 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: 79,052 shares; 2024Q4: 80,182 shares; 2025Q1: 82,543 shares; 2025Q2: 76,788 shares; 2025Q3: 81,376 shares; 2025Q4: 86,033 shares 86,033 $23.4M 3.24% +4,657 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: 102,162 shares; 2024Q4: 102,137 shares; 2025Q1: 101,845 shares; 2025Q2: 110,990 shares; 2025Q3: 111,512 shares; 2025Q4: 114,381 shares 114,381 $21.3M 2.95% +2,869 Timeline WTV 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: 217,570 shares; 2024Q4: 217,454 shares; 2025Q1: 217,300 shares; 2025Q2: 222,048 shares; 2025Q3: 223,859 shares; 2025Q4: 222,633 shares 222,633 $20.8M 2.87% -1,226 Timeline XC 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: 610,994 shares; 2024Q4: 618,931 shares; 2025Q1: 640,754 shares; 2025Q2: 638,635 shares; 2025Q3: 633,589 shares; 2025Q4: 631,874 shares 631,874 $20.5M 2.84% -1,715 Timeline PYLD 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: 483,659 shares; 2025Q1: 552,163 shares; 2025Q2: 565,023 shares; 2025Q3: 709,267 shares; 2025Q4: 767,274 shares 767,274 $20.5M 2.83% +58,007 Timeline QGRW 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: 377,332 shares; 2024Q4: 357,410 shares; 2025Q1: 355,696 shares; 2025Q2: 354,204 shares; 2025Q3: 346,961 shares; 2025Q4: 328,144 shares 328,144 $19.3M 2.66% -18,817 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: 33,552 shares; 2024Q4: 35,355 shares; 2025Q1: 34,238 shares; 2025Q2: 35,208 shares; 2025Q3: 35,858 shares; 2025Q4: 35,145 shares 35,145 $17M 2.35% -713 Timeline GQI NATIXIS ETF TR More: the full row for NATIXIS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 312,078 shares; 2024Q4: 324,266 shares; 2025Q1: 329,520 shares; 2025Q2: 340,762 shares; 2025Q3: 361,433 shares; 2025Q4: 230,174 shares 230,174 $13.1M 1.82% -131,259 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: 198,236 shares; 2024Q4: 193,784 shares; 2025Q1: 187,094 shares; 2025Q2: 183,808 shares; 2025Q3: 175,295 shares; 2025Q4: 169,423 shares 169,423 $11.8M 1.63% -5,872 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: 79,750 shares; 2024Q4: 79,849 shares; 2025Q1: 79,980 shares; 2025Q2: 75,672 shares; 2025Q3: 74,544 shares; 2025Q4: 81,745 shares 81,745 $11.7M 1.62% +7,201 Timeline JMUB 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: 283,148 shares; 2024Q4: 293,820 shares; 2025Q1: 304,871 shares; 2025Q2: 305,847 shares; 2025Q3: 226,184 shares; 2025Q4: 225,949 shares 225,949 $11.4M 1.58% -235 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: 37,195 shares; 2024Q4: 37,881 shares; 2025Q1: 38,964 shares; 2025Q2: 43,288 shares; 2025Q3: 44,566 shares; 2025Q4: 47,184 shares 47,184 $10.9M 1.51% +2,618 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: 38,128 shares; 2024Q4: 38,183 shares; 2025Q1: 37,958 shares; 2025Q2: 34,280 shares; 2025Q3: 34,235 shares; 2025Q4: 33,564 shares 33,564 $10.8M 1.5% -671 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: 26,991 shares; 2024Q4: 27,711 shares; 2025Q1: 27,444 shares; 2025Q2: 35,262 shares; 2025Q3: 33,884 shares; 2025Q4: 34,367 shares 34,367 $10.8M 1.49% +483 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: 24,871 shares; 2024Q4: 25,663 shares; 2025Q1: 25,120 shares; 2025Q2: 26,024 shares; 2025Q3: 25,763 shares; 2025Q4: 28,936 shares 28,936 $9.08M 1.26% +3,173 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: 10,986 shares; 2024Q4: 10,870 shares; 2025Q1: 11,282 shares; 2025Q2: 11,246 shares; 2025Q3: 11,369 shares; 2025Q4: 10,987 shares 10,987 $7.25M 1% -382 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: 16,315 shares; 2024Q4: 17,498 shares; 2025Q1: 15,779 shares; 2025Q2: 17,215 shares; 2025Q3: 15,790 shares; 2025Q4: 16,080 shares 16,080 $7.23M 1% +290 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: 15,106 shares; 2024Q4: 15,571 shares; 2025Q1: 14,893 shares; 2025Q2: 16,642 shares; 2025Q3: 17,335 shares; 2025Q4: 18,785 shares 18,785 $6.5M 0.9% +1,450 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: 13,974 shares; 2024Q4: 13,169 shares; 2025Q1: 15,298 shares; 2025Q2: 16,634 shares; 2025Q3: 16,238 shares; 2025Q4: 18,004 shares 18,004 $6.04M 0.83% +1,766 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,409 shares; 2024Q4: 49,531 shares; 2025Q1: 45,352 shares; 2025Q2: 46,297 shares; 2025Q3: 43,583 shares; 2025Q4: 41,812 shares 41,812 $5.09M 0.7% -1,771 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: 72,819 shares; 2024Q4: 68,190 shares; 2025Q1: 64,936 shares; 2025Q2: 61,347 shares; 2025Q3: 58,060 shares; 2025Q4: 55,409 shares 55,409 $4.96M 0.69% -2,651 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: 13,189 shares; 2024Q4: 13,476 shares; 2025Q1: 13,585 shares; 2025Q2: 13,695 shares; 2025Q3: 13,202 shares; 2025Q4: 12,920 shares 12,920 $4.53M 0.63% -282 Timeline FLMI 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 149,803 shares; 2025Q4: 180,570 shares 180,570 $4.49M 0.62% +30,767 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: 5,921 shares; 2024Q4: 5,531 shares; 2025Q1: 5,539 shares; 2025Q2: 6,020 shares; 2025Q3: 5,945 shares; 2025Q4: 5,828 shares 5,828 $3.99M 0.55% -117 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: 6,291 shares; 2024Q4: 6,531 shares; 2025Q1: 6,779 shares; 2025Q2: 6,792 shares; 2025Q3: 7,036 shares; 2025Q4: 7,492 shares 7,492 $3.77M 0.52% +456 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: 4,255 shares; 2024Q4: 4,154 shares; 2025Q1: 4,169 shares; 2025Q2: 4,141 shares; 2025Q3: 4,064 shares; 2025Q4: 40,008 shares 40,008 $3.75M 0.52% +35,944 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: not reported; 2024Q4: 32,994 shares; 2025Q1: 41,095 shares; 2025Q2: 34,546 shares; 2025Q3: 74,025 shares; 2025Q4: 74,026 shares 74,026 $3.74M 0.52% +1 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,556 shares; 2024Q4: 60,009 shares; 2025Q1: 58,997 shares; 2025Q2: 56,704 shares; 2025Q3: 53,824 shares; 2025Q4: 51,491 shares 51,491 $3.74M 0.52% -2,333 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: 19,456 shares; 2024Q4: 18,961 shares; 2025Q1: 19,180 shares; 2025Q2: 19,112 shares; 2025Q3: 19,086 shares; 2025Q4: 18,970 shares 18,970 $3.7M 0.51% -116 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: 43,562 shares; 2024Q4: 57,105 shares; 2025Q1: 59,247 shares; 2025Q2: 55,811 shares; 2025Q3: 55,496 shares; 2025Q4: 55,555 shares 55,555 $3.47M 0.48% +59 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: 2,273 shares; 2024Q4: 2,819 shares; 2025Q1: 2,829 shares; 2025Q2: 2,693 shares; 2025Q3: 4,122 shares; 2025Q4: 5,088 shares 5,088 $3.47M 0.48% +966 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: 25,072 shares; 2024Q4: 26,263 shares; 2025Q1: 24,783 shares; 2025Q2: 25,473 shares; 2025Q3: 28,407 shares; 2025Q4: 30,982 shares 30,982 $3.45M 0.48% +2,575 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: 3,016 shares; 2024Q4: 2,954 shares; 2025Q1: 3,035 shares; 2025Q2: 3,164 shares; 2025Q3: 3,008 shares; 2025Q4: 3,149 shares 3,149 $3.38M 0.47% +141 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: 15,202 shares; 2024Q4: 15,646 shares; 2025Q1: 16,121 shares; 2025Q2: 16,156 shares; 2025Q3: 16,594 shares; 2025Q4: 15,881 shares 15,881 $3.31M 0.46% -713 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,911 shares; 2024Q4: 77,077 shares; 2025Q1: 71,066 shares; 2025Q2: 70,658 shares; 2025Q3: 70,142 shares; 2025Q4: 70,733 shares 70,733 $3.31M 0.46% +591 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: 37,520 shares; 2024Q4: 39,285 shares; 2025Q1: 38,931 shares; 2025Q2: 62,523 shares; 2025Q3: 64,827 shares; 2025Q4: 57,328 shares 57,328 $3.15M 0.44% -7,499 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: 6,367 shares; 2024Q4: 6,555 shares; 2025Q1: 6,461 shares; 2025Q2: 8,263 shares; 2025Q3: 9,966 shares; 2025Q4: 11,799 shares 11,799 $3.13M 0.43% +1,833 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: 18,606 shares; 2024Q4: 11,962 shares; 2025Q1: 8,210 shares; 2025Q2: 20,602 shares; 2025Q3: 24,672 shares; 2025Q4: 28,660 shares 28,660 $3.02M 0.42% +3,988 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: 17,991 shares; 2024Q4: 15,944 shares; 2025Q1: 18,294 shares; 2025Q2: 12,939 shares; 2025Q3: 14,520 shares; 2025Q4: 14,383 shares 14,383 $2.98M 0.41% -137 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: 30,118 shares; 2024Q4: 27,694 shares; 2025Q1: 29,113 shares; 2025Q2: 23,286 shares; 2025Q3: 22,410 shares; 2025Q4: 23,221 shares 23,221 $2.79M 0.39% +811 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: 16,714 shares; 2024Q4: 18,191 shares; 2025Q1: 20,906 shares; 2025Q2: 16,696 shares; 2025Q3: 14,239 shares; 2025Q4: 14,475 shares 14,475 $2.57M 0.36% +236 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,538 shares; 2024Q4: 26,701 shares; 2025Q1: 29,222 shares; 2025Q2: 28,063 shares; 2025Q3: 31,048 shares; 2025Q4: 34,231 shares 34,231 $2.57M 0.36% +3,183 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: 2,381 shares; 2024Q4: 2,622 shares; 2025Q1: 3,241 shares; 2025Q2: 4,718 shares; 2025Q3: 5,929 shares; 2025Q4: 8,566 shares 8,566 $2.44M 0.34% +2,637 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: 28,530 shares; 2024Q4: 33,254 shares; 2025Q1: 40,791 shares; 2025Q2: 41,944 shares; 2025Q3: 46,117 shares; 2025Q4: 47,219 shares 47,219 $2.36M 0.33% +1,102 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: 6,116 shares; 2024Q4: 6,805 shares; 2025Q1: 7,088 shares; 2025Q2: 7,287 shares; 2025Q3: 7,691 shares; 2025Q4: 7,639 shares 7,639 $2.35M 0.33% -52 Timeline HYMB 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: 116,455 shares; 2024Q4: 111,262 shares; 2025Q1: 106,921 shares; 2025Q2: 99,003 shares; 2025Q3: 95,662 shares; 2025Q4: 94,094 shares 94,094 $2.35M 0.32% -1,568 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: 2,224 shares; 2024Q4: 2,611 shares; 2025Q1: 3,182 shares; 2025Q2: 7,807 shares; 2025Q3: 8,705 shares; 2025Q4: 9,655 shares 9,655 $2.34M 0.32% +950 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: 3,437 shares; 2024Q4: 3,447 shares; 2025Q1: 5,145 shares; 2025Q2: 18,740 shares; 2025Q3: 20,428 shares; 2025Q4: 18,927 shares 18,927 $2.21M 0.31% -1,501 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: 37,046 shares; 2024Q4: 37,842 shares; 2025Q1: 38,270 shares; 2025Q2: 25,947 shares; 2025Q3: 27,994 shares; 2025Q4: 28,582 shares 28,582 $2.2M 0.3% +588 Timeline HLMN HILLMAN SOLUTIONS CORP More: the full row for HILLMAN SOLUTIONS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 112,500 shares; 2024Q4: 112,500 shares; 2025Q1: 112,500 shares; 2025Q2: 252,500 shares; 2025Q3: 252,500 shares; 2025Q4: 252,500 shares 252,500 $2.19M 0.3% 0 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: 8,457 shares; 2024Q4: 10,970 shares; 2025Q1: 9,818 shares; 2025Q2: 10,303 shares; 2025Q3: 10,187 shares; 2025Q4: 10,070 shares 10,070 $2.19M 0.3% -117 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: 4,058 shares; 2024Q4: 3,924 shares; 2025Q1: 3,780 shares; 2025Q2: 3,759 shares; 2025Q3: 3,827 shares; 2025Q4: 3,800 shares 3,800 $2.17M 0.3% -27 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: 12,702 shares; 2024Q4: 16,100 shares; 2025Q1: 18,304 shares; 2025Q2: 26,680 shares; 2025Q3: 27,700 shares; 2025Q4: 22,815 shares 22,815 $2.13M 0.29% -4,885 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: 12,100 shares; 2024Q4: 13,437 shares; 2025Q1: 14,083 shares; 2025Q2: 8,731 shares; 2025Q3: 14,904 shares; 2025Q4: 13,875 shares 13,875 $2.11M 0.29% -1,029 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: 85,119 shares; 2024Q4: 75,207 shares; 2025Q1: 33,639 shares; 2025Q2: 27,869 shares; 2025Q3: 24,693 shares; 2025Q4: 22,320 shares 22,320 $2.1M 0.29% -2,373 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: 9,136 shares; 2024Q4: 9,408 shares; 2025Q1: 9,878 shares; 2025Q2: 9,471 shares; 2025Q3: 9,427 shares; 2025Q4: 9,144 shares 9,144 $2.09M 0.29% -283 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: 7,715 shares; 2024Q4: 7,763 shares; 2025Q1: 7,720 shares; 2025Q2: 6,416 shares; 2025Q3: 6,506 shares; 2025Q4: 5,926 shares 5,926 $2.04M 0.28% -580 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: 874 shares; 2024Q4: 980 shares; 2025Q1: 923 shares; 2025Q2: 1,049 shares; 2025Q3: 1,027 shares; 2025Q4: 12,679 shares 12,679 $1.94M 0.27% +11,652 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: 36,897 shares; 2024Q4: 37,014 shares; 2025Q1: 27,176 shares; 2025Q2: 28,079 shares; 2025Q3: 26,593 shares; 2025Q4: 27,227 shares 27,227 $1.9M 0.26% +634 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: 6,968 shares; 2024Q4: 7,826 shares; 2025Q1: 5,830 shares; 2025Q2: 16,347 shares; 2025Q3: 18,500 shares; 2025Q4: 20,263 shares 20,263 $1.9M 0.26% +1,763 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: 10,451 shares; 2024Q4: 11,200 shares; 2025Q1: 10,854 shares; 2025Q2: 10,790 shares; 2025Q3: 11,191 shares; 2025Q4: 11,690 shares 11,690 $1.88M 0.26% +499 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: 32,001 shares; 2024Q4: 32,098 shares; 2025Q1: 31,510 shares; 2025Q2: 31,008 shares; 2025Q3: 32,714 shares; 2025Q4: 34,313 shares 34,313 $1.83M 0.25% +1,599 Timeline IDHQ 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: 34,305 shares; 2024Q4: 35,327 shares; 2025Q1: 40,775 shares; 2025Q2: 43,249 shares; 2025Q3: 45,976 shares; 2025Q4: 48,637 shares 48,637 $1.71M 0.24% +2,661 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: 5,754 shares; 2024Q4: 5,002 shares; 2025Q1: 5,212 shares; 2025Q2: 5,807 shares; 2025Q3: 7,531 shares; 2025Q4: 7,948 shares 7,948 $1.7M 0.24% +417 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: 4,512 shares; 2024Q4: 4,980 shares; 2025Q1: 5,433 shares; 2025Q2: 5,262 shares; 2025Q3: 5,652 shares; 2025Q4: 5,500 shares 5,500 $1.68M 0.23% -152 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: 6,939 shares; 2024Q4: 7,449 shares; 2025Q1: 7,992 shares; 2025Q2: 8,120 shares; 2025Q3: 5,333 shares; 2025Q4: 5,663 shares 5,663 $1.68M 0.23% +330 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: 7,457 shares; 2024Q4: 8,832 shares; 2025Q1: 9,293 shares; 2025Q2: 9,860 shares; 2025Q3: 10,195 shares; 2025Q4: 10,196 shares 10,196 $1.64M 0.23% +1 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: 7,619 shares; 2024Q4: 7,118 shares; 2025Q1: 7,645 shares; 2025Q2: 4,972 shares; 2025Q3: 6,875 shares; 2025Q4: 7,062 shares 7,062 $1.63M 0.23% +187 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: 12,095 shares; 2024Q4: 13,036 shares; 2025Q1: 13,003 shares; 2025Q2: 13,445 shares; 2025Q3: 13,013 shares; 2025Q4: 14,294 shares 14,294 $1.63M 0.22% +1,281 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: 8,137 shares; 2024Q4: 8,781 shares; 2025Q1: 8,843 shares; 2025Q2: 9,055 shares; 2025Q3: 9,994 shares; 2025Q4: 10,567 shares 10,567 $1.62M 0.22% +573 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: 6,571 shares; 2024Q4: 5,895 shares; 2025Q1: 5,858 shares; 2025Q2: 4,865 shares; 2025Q3: 4,860 shares; 2025Q4: 4,698 shares 4,698 $1.62M 0.22% -162 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: 5,641 shares; 2024Q4: 6,274 shares; 2025Q1: 7,949 shares; 2025Q2: 6,856 shares; 2025Q3: 7,079 shares; 2025Q4: 9,465 shares 9,465 $1.62M 0.22% +2,386 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: 7,089 shares; 2024Q4: 14,279 shares; 2025Q1: 15,008 shares; 2025Q2: 23,585 shares; 2025Q3: 24,934 shares; 2025Q4: 25,245 shares 25,245 $1.61M 0.22% +311 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,590 shares; 2025Q4: 2,591 shares 2,591 $1.59M 0.22% +1 Timeline RWJ 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: 25,836 shares; 2024Q4: 26,176 shares; 2025Q1: 27,193 shares; 2025Q2: 29,217 shares; 2025Q3: 31,976 shares; 2025Q4: 32,637 shares 32,637 $1.59M 0.22% +661 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: 2,033 shares; 2024Q4: 2,155 shares; 2025Q1: 2,156 shares; 2025Q2: 2,239 shares; 2025Q3: 2,700 shares; 2025Q4: 2,750 shares 2,750 $1.58M 0.22% +50 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: 2,589 shares; 2024Q4: 2,573 shares; 2025Q1: 2,934 shares; 2025Q2: 3,137 shares; 2025Q3: 3,785 shares; 2025Q4: 3,891 shares 3,891 $1.54M 0.21% +106 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: 1,997 shares; 2024Q4: 2,055 shares; 2025Q1: 2,106 shares; 2025Q2: 2,114 shares; 2025Q3: 2,262 shares; 2025Q4: 2,331 shares 2,331 $1.52M 0.21% +69 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: 7,700 shares; 2024Q4: 7,920 shares; 2025Q1: 8,141 shares; 2025Q2: 8,906 shares; 2025Q3: 8,455 shares; 2025Q4: 8,287 shares 8,287 $1.52M 0.21% -168 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,903 shares; 2025Q3: 8,092 shares; 2025Q4: 11,193 shares 11,193 $1.52M 0.21% +3,101 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: 4,357 shares; 2024Q4: 6,638 shares; 2025Q1: 7,311 shares; 2025Q2: 18,624 shares; 2025Q3: 18,008 shares; 2025Q4: 15,148 shares 15,148 $1.51M 0.21% -2,860 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: 1,458 shares; 2024Q4: 1,591 shares; 2025Q1: 1,773 shares; 2025Q2: 1,840 shares; 2025Q3: 1,780 shares; 2025Q4: 1,721 shares 1,721 $1.51M 0.21% -59 Timeline DISV 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: 34,945 shares; 2024Q4: 33,582 shares; 2025Q1: 37,191 shares; 2025Q2: 37,738 shares; 2025Q3: 39,219 shares; 2025Q4: 38,834 shares 38,834 $1.48M 0.2% -385 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: 1,755 shares; 2024Q4: 1,718 shares; 2025Q1: 1,734 shares; 2025Q2: 1,788 shares; 2025Q3: 1,782 shares; 2025Q4: 1,704 shares 1,704 $1.47M 0.2% -78 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: 2,173 shares; 2024Q4: 2,000 shares; 2025Q1: 2,237 shares; 2025Q2: 5,224 shares; 2025Q3: 6,943 shares; 2025Q4: 21,579 shares 21,579 $1.45M 0.2% +14,636 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,009 shares; 2024Q4: 4,200 shares; 2025Q1: 4,455 shares; 2025Q2: 4,564 shares; 2025Q3: 4,755 shares; 2025Q4: 5,605 shares 5,605 $1.44M 0.2% +850 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,432 shares; 2024Q4: 1,639 shares; 2025Q1: 1,730 shares; 2025Q2: 2,752 shares; 2025Q3: 2,486 shares; 2025Q4: 3,058 shares 3,058 $1.42M 0.2% +572 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,906 shares; 2024Q4: 6,467 shares; 2025Q1: 6,409 shares; 2025Q2: 8,999 shares; 2025Q3: 10,772 shares; 2025Q4: 10,755 shares 10,755 $1.39M 0.19% -17 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,946 shares; 2024Q4: 1,718 shares; 2025Q1: 1,722 shares; 2025Q2: 6,547 shares; 2025Q3: 7,143 shares; 2025Q4: 8,547 shares 8,547 $1.38M 0.19% +1,404 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: 14,560 shares; 2025Q3: 16,791 shares; 2025Q4: 19,804 shares 19,804 $1.37M 0.19% +3,013 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: 59,555 shares; 2024Q4: 52,825 shares; 2025Q1: 49,989 shares; 2025Q2: 46,921 shares; 2025Q3: 27,186 shares; 2025Q4: 26,045 shares 26,045 $1.37M 0.19% -1,141 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: 18,677 shares; 2025Q3: 20,898 shares; 2025Q4: 16,747 shares 16,747 $1.36M 0.19% -4,151 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: 10,057 shares; 2024Q4: 12,568 shares; 2025Q1: 13,381 shares; 2025Q2: 19,710 shares; 2025Q3: 19,957 shares; 2025Q4: 25,086 shares 25,086 $1.35M 0.19% +5,129 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,448 shares; 2024Q4: 2,552 shares; 2025Q1: 3,086 shares; 2025Q2: 2,981 shares; 2025Q3: 2,926 shares; 2025Q4: 2,975 shares 2,975 $1.35M 0.19% +49 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: 1,327 shares; 2024Q4: 761 shares; 2025Q1: 837 shares; 2025Q2: 2,273 shares; 2025Q3: 2,476 shares; 2025Q4: 3,816 shares 3,816 $1.34M 0.19% +1,340 Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER 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: 20,687 shares; 2025Q3: 35,291 shares; 2025Q4: 46,954 shares 46,954 $1.32M 0.18% +11,663 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,251 shares; 2025Q2: 57,710 shares; 2025Q3: 57,050 shares; 2025Q4: 45,084 shares 45,084 $1.3M 0.18% -11,966 Timeline XCEM COLUMBIA ETF TR II More: the full row for COLUMBIA ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,906 shares; 2024Q4: 11,220 shares; 2025Q1: 15,113 shares; 2025Q2: 34,455 shares; 2025Q3: 33,335 shares; 2025Q4: 33,301 shares 33,301 $1.28M 0.18% -34 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: 8,147 shares; 2024Q4: 7,336 shares; 2025Q1: 7,185 shares; 2025Q2: 7,237 shares; 2025Q3: 7,030 shares; 2025Q4: 6,783 shares 6,783 $1.28M 0.18% -247 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: not reported; 2024Q4: 5,216 shares; 2025Q1: 7,654 shares; 2025Q2: 8,549 shares; 2025Q3: 13,238 shares; 2025Q4: 21,305 shares 21,305 $1.27M 0.18% +8,067 Timeline KE KIMBALL ELECTRONICS INC More: the full row for KIMBALL ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,503 shares; 2024Q4: 38,051 shares; 2025Q1: 38,051 shares; 2025Q2: 38,051 shares; 2025Q3: 38,051 shares; 2025Q4: 45,373 shares 45,373 $1.26M 0.17% +7,322 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: 2,654 shares; 2024Q4: 2,618 shares; 2025Q1: 2,728 shares; 2025Q2: 2,773 shares; 2025Q3: 3,082 shares; 2025Q4: 4,019 shares 4,019 $1.25M 0.17% +937 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,861 shares; 2025Q3: 4,762 shares; 2025Q4: 5,560 shares 5,560 $1.25M 0.17% +798 Timeline WTW WILLIS TOWERS WATSON PLC LTD More: the full row for WILLIS TOWERS WATSON PLC LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,948 shares; 2025Q3: 3,277 shares; 2025Q4: 3,813 shares 3,813 $1.25M 0.17% +536 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: 35,896 shares; 2024Q4: 28,831 shares; 2025Q1: 27,940 shares; 2025Q2: 25,709 shares; 2025Q3: 26,837 shares; 2025Q4: 24,580 shares 24,580 $1.24M 0.17% -2,257 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: 477 shares; 2024Q4: 5,040 shares; 2025Q1: 6,316 shares; 2025Q2: 6,105 shares; 2025Q3: 6,670 shares; 2025Q4: 7,164 shares 7,164 $1.23M 0.17% +494 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: 9,427 shares; 2024Q4: 7,985 shares; 2025Q1: 8,247 shares; 2025Q2: 5,181 shares; 2025Q3: 7,733 shares; 2025Q4: 8,538 shares 8,538 $1.23M 0.17% +805 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,601 shares; 2025Q1: 3,761 shares; 2025Q2: 9,988 shares; 2025Q3: 10,312 shares; 2025Q4: 18,010 shares 18,010 $1.21M 0.17% +7,698 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: 2,169 shares; 2024Q4: 2,128 shares; 2025Q1: 2,255 shares; 2025Q2: 1,641 shares; 2025Q3: 1,828 shares; 2025Q4: 2,058 shares 2,058 $1.19M 0.16% +230 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: 2,088 shares; 2024Q4: 2,325 shares; 2025Q1: 2,264 shares; 2025Q2: 2,554 shares; 2025Q3: 2,091 shares; 2025Q4: 2,099 shares 2,099 $1.19M 0.16% +8 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES 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: 3,980 shares; 2025Q4: 6,440 shares 6,440 $1.19M 0.16% +2,460 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,428 shares; 2025Q3: 11,526 shares; 2025Q4: 13,688 shares 13,688 $1.17M 0.16% +2,162 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: 7,485 shares; 2024Q4: 9,543 shares; 2025Q1: 10,337 shares; 2025Q2: 10,997 shares; 2025Q3: 10,753 shares; 2025Q4: 9,102 shares 9,102 $1.14M 0.16% -1,651 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: 14,281 shares; 2024Q4: 14,544 shares; 2025Q1: 14,813 shares; 2025Q2: 14,957 shares; 2025Q3: 14,875 shares; 2025Q4: 14,595 shares 14,595 $1.12M 0.15% -280 Timeline XMHQ 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: 8,352 shares; 2024Q4: 7,566 shares; 2025Q1: 7,449 shares; 2025Q2: 9,566 shares; 2025Q3: 9,933 shares; 2025Q4: 10,742 shares 10,742 $1.1M 0.15% +809 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,648 shares; 2024Q4: 2,642 shares; 2025Q1: 2,632 shares; 2025Q2: 2,771 shares; 2025Q3: 2,693 shares; 2025Q4: 2,664 shares 2,664 $1.1M 0.15% -29 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,151 shares; 2024Q4: 2,827 shares; 2025Q1: 2,811 shares; 2025Q2: 9,653 shares; 2025Q3: 11,466 shares; 2025Q4: 13,270 shares 13,270 $1.09M 0.15% +1,804 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: 894 shares; 2024Q4: 728 shares; 2025Q1: 992 shares; 2025Q2: 999 shares; 2025Q3: 1,221 shares; 2025Q4: 1,385 shares 1,385 $1.07M 0.15% +164 Timeline ALLY ALLY FINL INC More: the full row for ALLY FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,820 shares; 2025Q3: 20,629 shares; 2025Q4: 23,573 shares 23,573 $1.07M 0.15% +2,944 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: 2,755 shares; 2024Q4: 2,744 shares; 2025Q1: 2,905 shares; 2025Q2: 2,819 shares; 2025Q3: 2,806 shares; 2025Q4: 2,757 shares 2,757 $1.06M 0.15% -49 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: 1,205 shares; 2024Q4: 1,292 shares; 2025Q1: 1,289 shares; 2025Q2: 1,466 shares; 2025Q3: 1,576 shares; 2025Q4: 1,593 shares 1,593 $1.06M 0.15% +17 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,657 shares; 2024Q4: 3,655 shares; 2025Q1: 3,832 shares; 2025Q2: 3,763 shares; 2025Q3: 3,650 shares; 2025Q4: 3,562 shares 3,562 $1.05M 0.15% -88 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: 4,190 shares; 2024Q4: 3,554 shares; 2025Q1: 3,592 shares; 2025Q2: 7,002 shares; 2025Q3: 7,383 shares; 2025Q4: 6,439 shares 6,439 $1.05M 0.14% -944 Timeline FCNCA FIRST CTZNS BANCSHARES INC D More: the full row for FIRST CTZNS BANCSHARES INC D 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: 380 shares; 2025Q3: 427 shares; 2025Q4: 475 shares 475 $1.02M 0.14% +48 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: 5,648 shares; 2024Q4: 6,596 shares; 2025Q1: 6,593 shares; 2025Q2: 3,321 shares; 2025Q3: 3,258 shares; 2025Q4: 3,104 shares 3,104 $1.02M 0.14% -154 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: 2,765 shares; 2024Q4: 3,084 shares; 2025Q1: 3,012 shares; 2025Q2: 3,260 shares; 2025Q3: 2,952 shares; 2025Q4: 2,692 shares 2,692 $996K 0.14% -260 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: 85,875 shares; 2024Q4: 39,739 shares; 2025Q1: 36,769 shares; 2025Q2: 22,522 shares; 2025Q3: 20,956 shares; 2025Q4: 20,205 shares 20,205 $994K 0.14% -751 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: 11,517 shares; 2024Q4: 11,688 shares; 2025Q1: 12,366 shares; 2025Q2: 12,079 shares; 2025Q3: 10,920 shares; 2025Q4: 11,692 shares 11,692 $985K 0.14% +772 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,917 shares; 2025Q3: 9,173 shares; 2025Q4: 9,776 shares 9,776 $950K 0.13% +603 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,979 shares; 2024Q4: 6,358 shares; 2025Q1: 6,006 shares; 2025Q2: 6,160 shares; 2025Q3: 6,174 shares; 2025Q4: 5,341 shares 5,341 $948K 0.13% -833 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: 3,952 shares; 2024Q4: 4,229 shares; 2025Q1: 4,087 shares; 2025Q2: 4,258 shares; 2025Q3: 4,851 shares; 2025Q4: 5,533 shares 5,533 $943K 0.13% +682 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: 3,583 shares; 2024Q4: 3,826 shares; 2025Q1: 4,218 shares; 2025Q2: 3,753 shares; 2025Q3: 3,793 shares; 2025Q4: 3,467 shares 3,467 $940K 0.13% -326 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,842 shares; 2024Q4: 4,077 shares; 2025Q1: 4,134 shares; 2025Q2: 4,086 shares; 2025Q3: 4,525 shares; 2025Q4: 4,561 shares 4,561 $890K 0.12% +36 Timeline PID 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: 42,409 shares; 2024Q4: 46,712 shares; 2025Q1: 37,547 shares; 2025Q2: 41,118 shares; 2025Q3: 40,871 shares; 2025Q4: 40,406 shares 40,406 $889K 0.12% -465 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: 3,972 shares; 2024Q4: 3,924 shares; 2025Q1: 3,951 shares; 2025Q2: 3,964 shares; 2025Q3: 4,229 shares; 2025Q4: 4,232 shares 4,232 $881K 0.12% +3 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: 45,417 shares; 2024Q4: 44,755 shares; 2025Q1: 45,457 shares; 2025Q2: 42,544 shares; 2025Q3: 34,742 shares; 2025Q4: 29,184 shares 29,184 $872K 0.12% -5,558 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX 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: 3,064 shares; 2025Q3: 3,246 shares; 2025Q4: 4,012 shares 4,012 $871K 0.12% +766 Timeline RGA REINSURANCE GROUP AMER INC More: the full row for REINSURANCE GROUP AMER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,877 shares; 2025Q1: 2,731 shares; 2025Q2: 2,631 shares; 2025Q3: 3,702 shares; 2025Q4: 4,277 shares 4,277 $870K 0.12% +575 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,576 shares; 2025Q3: 4,596 shares; 2025Q4: 9,606 shares 9,606 $864K 0.12% +5,010 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: 10,734 shares; 2024Q4: 11,190 shares; 2025Q1: 11,363 shares; 2025Q2: 11,705 shares; 2025Q3: 11,204 shares; 2025Q4: 10,608 shares 10,608 $852K 0.12% -596 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: 2,255 shares; 2024Q4: 2,513 shares; 2025Q1: 2,543 shares; 2025Q2: 3,051 shares; 2025Q3: 2,951 shares; 2025Q4: 2,670 shares 2,670 $851K 0.12% -281 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: 5,914 shares; 2024Q4: 5,888 shares; 2025Q1: 6,076 shares; 2025Q2: 6,188 shares; 2025Q3: 7,300 shares; 2025Q4: 7,249 shares 7,249 $850K 0.12% -51 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA 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: 2,054 shares; 2025Q4: 4,064 shares 4,064 $844K 0.12% +2,010 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: 112 shares; 2024Q4: 111 shares; 2025Q1: 117 shares; 2025Q2: 120 shares; 2025Q3: 134 shares; 2025Q4: 157 shares 157 $840K 0.12% +23 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,770 shares 1,770 $838K 0.12% new 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: 1,851 shares; 2024Q4: 1,853 shares; 2025Q1: 1,952 shares; 2025Q2: 2,045 shares; 2025Q3: 2,428 shares; 2025Q4: 1,921 shares 1,921 $819K 0.11% -507 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: 52,193 shares; 2024Q4: 40,436 shares; 2025Q1: 44,695 shares; 2025Q2: 30,718 shares; 2025Q3: 31,922 shares; 2025Q4: 32,680 shares 32,680 $814K 0.11% +758 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: 3,725 shares; 2024Q4: 3,802 shares; 2025Q1: 3,902 shares; 2025Q2: 3,886 shares; 2025Q3: 3,734 shares; 2025Q4: 3,163 shares 3,163 $814K 0.11% -571 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: 3,288 shares; 2024Q4: 3,632 shares; 2025Q1: 3,664 shares; 2025Q2: 3,732 shares; 2025Q3: 3,616 shares; 2025Q4: 3,358 shares 3,358 $810K 0.11% -258 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: 1,013 shares; 2024Q4: 2,094 shares; 2025Q1: 2,412 shares; 2025Q2: 2,503 shares; 2025Q3: 3,173 shares; 2025Q4: 4,391 shares 4,391 $809K 0.11% +1,218 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,269 shares; 2024Q4: 5,682 shares; 2025Q1: 6,124 shares; 2025Q2: 6,330 shares; 2025Q3: 11,337 shares; 2025Q4: 10,930 shares 10,930 $807K 0.11% -407 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: 36,581 shares; 2024Q4: 36,595 shares; 2025Q1: 39,674 shares; 2025Q2: 28,590 shares; 2025Q3: 21,027 shares; 2025Q4: 21,849 shares 21,849 $806K 0.11% +822 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: 945 shares; 2024Q4: 1,034 shares; 2025Q1: 1,053 shares; 2025Q2: 1,076 shares; 2025Q3: 991 shares; 2025Q4: 916 shares 916 $805K 0.11% -75 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: 5,265 shares; 2024Q4: 6,603 shares; 2025Q1: 6,479 shares; 2025Q2: 3,258 shares; 2025Q3: 3,238 shares; 2025Q4: 2,942 shares 2,942 $803K 0.11% -296 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,800 shares; 2024Q4: 4,800 shares; 2025Q1: 4,800 shares; 2025Q2: 4,787 shares; 2025Q3: 4,756 shares; 2025Q4: 4,756 shares 4,756 $799K 0.11% 0 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: 4,716 shares; 2025Q4: 7,952 shares 7,952 $794K 0.11% +3,236 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: 39,601 shares; 2024Q4: 38,055 shares; 2025Q1: 39,221 shares; 2025Q2: 20,136 shares; 2025Q3: 21,688 shares; 2025Q4: 19,402 shares 19,402 $790K 0.11% -2,286 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: 22,860 shares; 2024Q4: 30,032 shares; 2025Q1: 35,364 shares; 2025Q2: 36,684 shares; 2025Q3: 38,801 shares; 2025Q4: 31,724 shares 31,724 $788K 0.11% -7,077 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: 5,499 shares; 2024Q4: 5,597 shares; 2025Q1: 5,676 shares; 2025Q2: 3,273 shares; 2025Q3: 3,537 shares; 2025Q4: 2,322 shares 2,322 $766K 0.11% -1,215 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: 1,635 shares; 2025Q2: 5,664 shares; 2025Q3: 5,148 shares; 2025Q4: 4,714 shares 4,714 $758K 0.1% -434 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: 9,579 shares; 2024Q4: 9,299 shares; 2025Q1: 10,275 shares; 2025Q2: 5,946 shares; 2025Q3: 6,043 shares; 2025Q4: 4,350 shares 4,350 $755K 0.1% -1,693 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,837 shares; 2024Q4: 4,429 shares; 2025Q1: 4,523 shares; 2025Q2: 2,234 shares; 2025Q3: 2,338 shares; 2025Q4: 2,232 shares 2,232 $751K 0.1% -106 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: 6,914 shares; 2024Q4: not reported; 2025Q1: 7,149 shares; 2025Q2: 8,386 shares; 2025Q3: 8,774 shares; 2025Q4: 9,177 shares 9,177 $750K 0.1% +403 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: 466 shares; 2024Q4: 484 shares; 2025Q1: 507 shares; 2025Q2: 7,615 shares; 2025Q3: 7,685 shares; 2025Q4: 8,179 shares 8,179 $746K 0.1% +494 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: 3,646 shares; 2024Q4: 4,057 shares; 2025Q1: 4,161 shares; 2025Q2: 7,695 shares; 2025Q3: 7,428 shares; 2025Q4: 7,065 shares 7,065 $742K 0.1% -363 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: not reported; 2025Q3: not reported; 2025Q4: 5,149 shares 5,149 $740K 0.1% new Timeline M MACYS INC More: the full row for MACYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,548 shares; 2024Q4: 16,548 shares; 2025Q1: 16,539 shares; 2025Q2: 32,157 shares; 2025Q3: 32,511 shares; 2025Q4: 33,470 shares 33,470 $738K 0.1% +959 Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,000 shares; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 4,000 shares; 2025Q3: 5,062 shares; 2025Q4: 8,375 shares 8,375 $723K 0.1% +3,313 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: 658 shares; 2024Q4: 706 shares; 2025Q1: 671 shares; 2025Q2: 888 shares; 2025Q3: 703 shares; 2025Q4: 671 shares 671 $718K 0.1% -32 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: 1,235 shares; 2024Q4: 1,314 shares; 2025Q1: 1,333 shares; 2025Q2: 1,375 shares; 2025Q3: 1,339 shares; 2025Q4: 1,372 shares 1,372 $717K 0.1% +33 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: 4,353 shares; 2025Q3: 3,931 shares; 2025Q4: 3,126 shares 3,126 $711K 0.1% -805 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: 11,069 shares; 2024Q4: 14,357 shares; 2025Q1: 17,391 shares; 2025Q2: 18,182 shares; 2025Q3: 19,347 shares; 2025Q4: 14,784 shares 14,784 $707K 0.1% -4,563 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: 4,743 shares; 2024Q4: 5,239 shares; 2025Q1: 5,069 shares; 2025Q2: 5,213 shares; 2025Q3: 3,296 shares; 2025Q4: 3,074 shares 3,074 $700K 0.1% -222 Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS 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: 6,985 shares; 2025Q3: 7,638 shares; 2025Q4: 9,031 shares 9,031 $699K 0.1% +1,393 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,900 shares; 2025Q3: 7,600 shares; 2025Q4: 5,405 shares 5,405 $697K 0.1% -2,195 Timeline CG CARLYLE GROUP INC More: the full row for CARLYLE 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: 9,427 shares; 2025Q3: 10,354 shares; 2025Q4: 11,683 shares 11,683 $691K 0.1% +1,329 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: 606 shares; 2024Q4: 548 shares; 2025Q1: 658 shares; 2025Q2: 599 shares; 2025Q3: 602 shares; 2025Q4: 567 shares 567 $689K 0.1% -35 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: 5,098 shares; 2024Q4: 5,400 shares; 2025Q1: 4,657 shares; 2025Q2: 3,611 shares; 2025Q3: 3,903 shares; 2025Q4: 3,999 shares 3,999 $678K 0.09% +96 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: 12,953 shares; 2024Q4: 13,283 shares; 2025Q1: 13,772 shares; 2025Q2: 6,250 shares; 2025Q3: 7,782 shares; 2025Q4: 7,027 shares 7,027 $675K 0.09% -755 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: 2,064 shares; 2024Q4: 1,517 shares; 2025Q1: 2,017 shares; 2025Q2: 1,403 shares; 2025Q3: 1,850 shares; 2025Q4: 1,925 shares 1,925 $674K 0.09% +75 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: 6,736 shares 6,736 $673K 0.09% new 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: 1,419 shares; 2024Q4: 1,267 shares; 2025Q1: 1,309 shares; 2025Q2: 904 shares; 2025Q3: 1,670 shares; 2025Q4: 2,326 shares 2,326 $672K 0.09% +656 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: 496 shares; 2024Q4: 558 shares; 2025Q1: 556 shares; 2025Q2: 691 shares; 2025Q3: 720 shares; 2025Q4: 816 shares 816 $669K 0.09% +96 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,558 shares; 2025Q3: 5,632 shares; 2025Q4: 6,309 shares 6,309 $648K 0.09% +677 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: 8,696 shares; 2024Q4: 7,998 shares; 2025Q1: 8,422 shares; 2025Q2: 8,379 shares; 2025Q3: 7,796 shares; 2025Q4: 10,886 shares 10,886 $635K 0.09% +3,090 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: 48,957 shares; 2024Q4: 47,609 shares; 2025Q1: 50,690 shares; 2025Q2: 48,042 shares; 2025Q3: 47,215 shares; 2025Q4: 48,384 shares 48,384 $635K 0.09% +1,169 Timeline CLSK CLEANSPARK INC More: the full row for CLEANSPARK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 62,674 shares; 2025Q1: 62,674 shares; 2025Q2: 62,674 shares; 2025Q3: 62,607 shares; 2025Q4: 62,607 shares 62,607 $634K 0.09% 0 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: not reported; 2024Q4: 10,619 shares; 2025Q1: 12,496 shares; 2025Q2: 12,729 shares; 2025Q3: 13,431 shares; 2025Q4: 13,584 shares 13,584 $629K 0.09% +153 Timeline NULV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,716 shares; 2024Q4: 13,716 shares; 2025Q1: 13,880 shares; 2025Q2: 14,220 shares; 2025Q3: 14,220 shares; 2025Q4: 13,923 shares 13,923 $627K 0.09% -297 Timeline AMRZ AMRIZE LTD More: the full row for AMRIZE 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: not reported; 2025Q4: 11,580 shares 11,580 $626K 0.09% new Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,013 shares; 2024Q4: 33,125 shares; 2025Q1: 33,514 shares; 2025Q2: 34,131 shares; 2025Q3: 34,269 shares; 2025Q4: 35,504 shares 35,504 $616K 0.09% +1,235 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,328 shares; 2024Q4: 2,184 shares; 2025Q1: 2,268 shares; 2025Q2: 2,262 shares; 2025Q3: 2,250 shares; 2025Q4: 2,184 shares 2,184 $609K 0.08% -66 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: 3,414 shares; 2024Q4: 3,730 shares; 2025Q1: 3,716 shares; 2025Q2: 3,722 shares; 2025Q3: 3,233 shares; 2025Q4: 3,090 shares 3,090 $603K 0.08% -143 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: 3,859 shares; 2024Q4: 3,983 shares; 2025Q1: 3,887 shares; 2025Q2: 3,585 shares; 2025Q3: 1,963 shares; 2025Q4: 2,245 shares 2,245 $602K 0.08% +282 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,634 shares 7,634 $602K 0.08% new 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: not reported; 2024Q4: 3,198 shares; 2025Q1: 3,663 shares; 2025Q2: 4,421 shares; 2025Q3: 4,855 shares; 2025Q4: 4,845 shares 4,845 $595K 0.08% -10 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: 7,413 shares; 2024Q4: not reported; 2025Q1: 8,246 shares; 2025Q2: 8,246 shares; 2025Q3: 8,256 shares; 2025Q4: 9,174 shares 9,174 $591K 0.08% +918 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: 8,863 shares; 2024Q4: 11,046 shares; 2025Q1: 10,830 shares; 2025Q2: 5,339 shares; 2025Q3: 5,403 shares; 2025Q4: 5,796 shares 5,796 $575K 0.08% +393 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: 2,602 shares; 2024Q4: 2,627 shares; 2025Q1: 2,663 shares; 2025Q2: 2,651 shares; 2025Q3: 2,816 shares; 2025Q4: 2,785 shares 2,785 $561K 0.08% -31 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,709 shares; 2024Q4: 2,523 shares; 2025Q1: 1,720 shares; 2025Q2: 2,041 shares; 2025Q3: 1,784 shares; 2025Q4: 2,442 shares 2,442 $559K 0.08% +658 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,945 shares 1,945 $551K 0.08% new 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: 3,835 shares; 2024Q4: 3,923 shares; 2025Q1: 4,163 shares; 2025Q2: 3,967 shares; 2025Q3: 3,924 shares; 2025Q4: 3,636 shares 3,636 $550K 0.08% -288 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,739 shares; 2024Q4: 2,739 shares; 2025Q1: 2,739 shares; 2025Q2: 2,739 shares; 2025Q3: 2,739 shares; 2025Q4: 2,739 shares 2,739 $547K 0.08% 0 Timeline CLF CLEVELAND-CLIFFS INC NEW More: the full row for CLEVELAND-CLIFFS 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: 30,365 shares; 2025Q2: 41,073 shares; 2025Q3: 41,205 shares; 2025Q4: 41,095 shares 41,095 $546K 0.08% -110 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: 5,321 shares; 2024Q4: 7,025 shares; 2025Q1: 7,181 shares; 2025Q2: 8,037 shares; 2025Q3: 10,329 shares; 2025Q4: 9,463 shares 9,463 $546K 0.08% -866 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,344 shares; 2024Q4: 9,310 shares; 2025Q1: 9,824 shares; 2025Q2: 10,357 shares; 2025Q3: 10,391 shares; 2025Q4: 9,255 shares 9,255 $542K 0.08% -1,136 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: 1,542 shares; 2024Q4: 1,620 shares; 2025Q1: 1,665 shares; 2025Q2: 1,656 shares; 2025Q3: 1,676 shares; 2025Q4: 1,729 shares 1,729 $536K 0.07% +53 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,098 shares; 2025Q4: 10,519 shares 10,519 $534K 0.07% +3,421 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: 2,386 shares; 2025Q2: 2,093 shares; 2025Q3: 3,204 shares; 2025Q4: 4,101 shares 4,101 $532K 0.07% +897 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: 2,807 shares; 2025Q3: 3,551 shares; 2025Q4: 3,937 shares 3,937 $532K 0.07% +386 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: not reported; 2024Q4: 780 shares; 2025Q1: 766 shares; 2025Q2: 773 shares; 2025Q3: 839 shares; 2025Q4: 832 shares 832 $522K 0.07% -7 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,716 shares; 2025Q4: 10,796 shares 10,796 $503K 0.07% +5,080 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,316 shares; 2024Q4: 2,335 shares; 2025Q1: not reported; 2025Q2: 2,595 shares; 2025Q3: 2,858 shares; 2025Q4: 3,811 shares 3,811 $500K 0.07% +953 Timeline CHTR CHARTER COMMUNICATIONS INC More: the full row for CHARTER COMMUNICATIONS 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: 1,936 shares; 2025Q3: 2,019 shares; 2025Q4: 2,392 shares 2,392 $499K 0.07% +373 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: 1,293 shares; 2024Q4: 1,219 shares; 2025Q1: 1,250 shares; 2025Q2: 1,272 shares; 2025Q3: 1,259 shares; 2025Q4: 1,276 shares 1,276 $497K 0.07% +17 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: 2,770 shares; 2024Q4: 1,722 shares; 2025Q1: 1,767 shares; 2025Q2: 806 shares; 2025Q3: 820 shares; 2025Q4: 1,000 shares 1,000 $484K 0.07% +180 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: 849 shares; 2024Q4: 862 shares; 2025Q1: 1,002 shares; 2025Q2: 977 shares; 2025Q3: 975 shares; 2025Q4: 944 shares 944 $482K 0.07% -31 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: 7,364 shares 7,364 $482K 0.07% new 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: 3,318 shares; 2025Q1: 3,089 shares; 2025Q2: 2,796 shares; 2025Q3: 3,495 shares; 2025Q4: 3,677 shares 3,677 $482K 0.07% +182 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,668 shares; 2025Q3: 6,254 shares; 2025Q4: 7,553 shares 7,553 $479K 0.07% +1,299 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: 1,723 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,926 shares; 2025Q3: 3,867 shares; 2025Q4: 4,894 shares 4,894 $478K 0.07% +1,027 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: 993 shares; 2024Q4: 1,009 shares; 2025Q1: not reported; 2025Q2: 1,060 shares; 2025Q3: 1,138 shares; 2025Q4: 1,352 shares 1,352 $478K 0.07% +214 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: not reported; 2024Q4: not reported; 2025Q1: 3,614 shares; 2025Q2: 9,052 shares; 2025Q3: 7,749 shares; 2025Q4: 4,111 shares 4,111 $477K 0.07% -3,638 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,298 shares; 2025Q3: not reported; 2025Q4: 11,594 shares 11,594 $477K 0.07% new 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: 953 shares; 2024Q4: 921 shares; 2025Q1: 966 shares; 2025Q2: 912 shares; 2025Q3: 1,021 shares; 2025Q4: 1,345 shares 1,345 $475K 0.07% +324 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: 2,340 shares; 2024Q4: 2,264 shares; 2025Q1: 2,365 shares; 2025Q2: 2,189 shares; 2025Q3: 2,171 shares; 2025Q4: 2,335 shares 2,335 $474K 0.07% +164 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: 6,504 shares; 2024Q4: 8,038 shares; 2025Q1: 8,137 shares; 2025Q2: 8,120 shares; 2025Q3: 8,102 shares; 2025Q4: 7,578 shares 7,578 $473K 0.07% -524 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: 3,977 shares; 2024Q4: 5,320 shares; 2025Q1: 5,576 shares; 2025Q2: 6,794 shares; 2025Q3: 5,715 shares; 2025Q4: 4,956 shares 4,956 $473K 0.07% -759 Timeline PCG PG&E CORP More: the full row for PG&E 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: 14,436 shares; 2025Q4: 29,214 shares 29,214 $469K 0.06% +14,778 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: 4,402 shares; 2024Q4: not reported; 2025Q1: 3,502 shares; 2025Q2: 3,951 shares; 2025Q3: 5,111 shares; 2025Q4: 4,982 shares 4,982 $469K 0.06% -129 Timeline AAL AMERICAN AIRLINES GROUP INC More: the full row for AMERICAN AIRLINES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,121 shares; 2024Q4: 40,591 shares; 2025Q1: not reported; 2025Q2: 30,067 shares; 2025Q3: 31,080 shares; 2025Q4: 30,383 shares 30,383 $466K 0.06% -697 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: not reported; 2024Q4: 627 shares; 2025Q1: 676 shares; 2025Q2: 613 shares; 2025Q3: 739 shares; 2025Q4: 904 shares 904 $461K 0.06% +165 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: 1,037 shares; 2024Q4: 1,138 shares; 2025Q1: 1,163 shares; 2025Q2: 1,223 shares; 2025Q3: 1,600 shares; 2025Q4: 1,589 shares 1,589 $461K 0.06% -11 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN 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: 3,105 shares; 2025Q3: 4,846 shares; 2025Q4: 5,978 shares 5,978 $456K 0.06% +1,132 Timeline FBIN FORTUNE BRANDS INNOVATIONS I More: the full row for FORTUNE BRANDS INNOVATIONS 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: 7,306 shares; 2025Q3: 7,950 shares; 2025Q4: 9,049 shares 9,049 $453K 0.06% +1,099 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: 9,066 shares; 2024Q4: 9,259 shares; 2025Q1: 9,661 shares; 2025Q2: 2,503 shares; 2025Q3: 2,502 shares; 2025Q4: 2,797 shares 2,797 $448K 0.06% +295 Timeline TEAM ATLASSIAN CORPORATION More: the full row for ATLASSIAN 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: 2,759 shares 2,759 $447K 0.06% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,632 shares; 2025Q4: 20,059 shares 20,059 $447K 0.06% +12,427 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,085 shares; 2025Q3: 3,840 shares; 2025Q4: 3,546 shares 3,546 $446K 0.06% -294 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,200 shares 3,200 $436K 0.06% new Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,032 shares; 2024Q4: 5,031 shares; 2025Q1: 5,425 shares; 2025Q2: 5,663 shares; 2025Q3: 5,756 shares; 2025Q4: 4,990 shares 4,990 $435K 0.06% -766 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: 12,196 shares; 2024Q4: 9,436 shares; 2025Q1: 7,742 shares; 2025Q2: 6,030 shares; 2025Q3: 5,989 shares; 2025Q4: 6,517 shares 6,517 $430K 0.06% +528 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,311 shares; 2024Q4: 2,861 shares; 2025Q1: 2,970 shares; 2025Q2: 2,853 shares; 2025Q3: 3,523 shares; 2025Q4: 5,826 shares 5,826 $429K 0.06% +2,303 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: 912 shares; 2024Q4: 1,099 shares; 2025Q1: 1,199 shares; 2025Q2: 1,307 shares; 2025Q3: 1,480 shares; 2025Q4: 1,209 shares 1,209 $425K 0.06% -271 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 978 shares; 2024Q4: 919 shares; 2025Q1: 993 shares; 2025Q2: 970 shares; 2025Q3: 912 shares; 2025Q4: 903 shares 903 $424K 0.06% -9 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,245 shares; 2024Q4: 3,139 shares; 2025Q1: 3,463 shares; 2025Q2: 3,047 shares; 2025Q3: 2,944 shares; 2025Q4: 2,847 shares 2,847 $424K 0.06% -97 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: 1,432 shares; 2024Q4: 1,378 shares; 2025Q1: 1,297 shares; 2025Q2: 1,344 shares; 2025Q3: 1,330 shares; 2025Q4: 1,351 shares 1,351 $422K 0.06% +21 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,470 shares; 2024Q4: 7,310 shares; 2025Q1: 6,079 shares; 2025Q2: 6,881 shares; 2025Q3: 5,398 shares; 2025Q4: 11,288 shares 11,288 $418K 0.06% +5,890 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,880 shares; 2025Q3: 3,088 shares; 2025Q4: 3,371 shares 3,371 $415K 0.06% +283 Timeline ESGV 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: 3,894 shares; 2024Q4: 3,894 shares; 2025Q1: 3,894 shares; 2025Q2: 3,720 shares; 2025Q3: 3,427 shares; 2025Q4: 3,427 shares 3,427 $415K 0.06% 0 Timeline CNH CNH INDL N V More: the full row for CNH INDL N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 44,818 shares 44,818 $413K 0.06% new Timeline CRBG COREBRIDGE FINL INC More: the full row for COREBRIDGE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,366 shares; 2025Q3: 10,649 shares; 2025Q4: 13,649 shares 13,649 $412K 0.06% +3,000 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: 604 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 626 shares; 2025Q3: 782 shares; 2025Q4: 879 shares 879 $410K 0.06% +97 Timeline PNFP PINNACLE FINL PARTNERS INC More: the full row for PINNACLE FINL PARTNERS 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: 4,283 shares 4,283 $409K 0.06% new Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,977 shares; 2024Q4: 9,968 shares; 2025Q1: 9,937 shares; 2025Q2: 9,921 shares; 2025Q3: 11,622 shares; 2025Q4: 15,479 shares 15,479 $407K 0.06% +3,857 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,086 shares; 2024Q4: 15,258 shares; 2025Q1: 14,336 shares; 2025Q2: 14,269 shares; 2025Q3: 14,154 shares; 2025Q4: 14,686 shares 14,686 $403K 0.06% +532 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: 1,279 shares; 2024Q4: 1,195 shares; 2025Q1: 1,210 shares; 2025Q2: 1,250 shares; 2025Q3: 1,195 shares; 2025Q4: 1,239 shares 1,239 $402K 0.06% +44 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: 2,572 shares; 2024Q4: 2,600 shares; 2025Q1: 2,577 shares; 2025Q2: 1,324 shares; 2025Q3: 1,278 shares; 2025Q4: 1,182 shares 1,182 $399K 0.06% -96 Timeline DFUS 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,304 shares; 2025Q4: 5,304 shares 5,304 $393K 0.05% 0 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 421 shares 421 $393K 0.05% new Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,538 shares; 2024Q4: 1,581 shares; 2025Q1: not reported; 2025Q2: 1,609 shares; 2025Q3: 1,684 shares; 2025Q4: 2,179 shares 2,179 $392K 0.05% +495 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,049 shares; 2025Q2: 1,999 shares; 2025Q3: 2,815 shares; 2025Q4: 3,358 shares 3,358 $387K 0.05% +543 Timeline EIX EDISON INTL More: the full row for EDISON INTL 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: 6,435 shares 6,435 $386K 0.05% new Timeline EMN EASTMAN CHEM CO More: the full row for EASTMAN CHEM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,121 shares; 2024Q4: 6,579 shares; 2025Q1: 6,424 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,044 shares 6,044 $386K 0.05% new 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: 1,112 shares; 2024Q4: 1,127 shares; 2025Q1: 1,170 shares; 2025Q2: 1,206 shares; 2025Q3: 1,234 shares; 2025Q4: 1,467 shares 1,467 $385K 0.05% +233 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 647 shares; 2024Q4: 684 shares; 2025Q1: 705 shares; 2025Q2: 671 shares; 2025Q3: 646 shares; 2025Q4: 674 shares 674 $384K 0.05% +28 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,972 shares 1,972 $383K 0.05% new 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: 1,353 shares; 2024Q4: 1,587 shares; 2025Q1: 1,684 shares; 2025Q2: 1,770 shares; 2025Q3: 1,595 shares; 2025Q4: 1,325 shares 1,325 $383K 0.05% -270 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: not reported; 2024Q4: 1,881 shares; 2025Q1: 1,878 shares; 2025Q2: 1,901 shares; 2025Q3: 1,902 shares; 2025Q4: 1,856 shares 1,856 $381K 0.05% -46 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: 1,634 shares; 2025Q3: 1,949 shares; 2025Q4: 2,758 shares 2,758 $381K 0.05% +809 Timeline BDC BELDEN INC More: the full row for BELDEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,226 shares; 2024Q4: 3,226 shares; 2025Q1: 3,226 shares; 2025Q2: 3,226 shares; 2025Q3: 3,226 shares; 2025Q4: 3,226 shares 3,226 $376K 0.05% 0 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,333 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,694 shares 21,694 $376K 0.05% new 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: 4,716 shares; 2024Q4: 4,716 shares; 2025Q1: 4,716 shares; 2025Q2: 4,716 shares; 2025Q3: 4,296 shares; 2025Q4: 3,883 shares 3,883 $374K 0.05% -413 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,294 shares; 2025Q2: 11,388 shares; 2025Q3: 8,250 shares; 2025Q4: 8,569 shares 8,569 $373K 0.05% +319 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: 8,916 shares; 2024Q4: 9,306 shares; 2025Q1: 9,460 shares; 2025Q2: 9,699 shares; 2025Q3: 8,705 shares; 2025Q4: 8,117 shares 8,117 $372K 0.05% -588 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: 1,701 shares; 2024Q4: 1,577 shares; 2025Q1: 1,682 shares; 2025Q2: 1,666 shares; 2025Q3: 1,508 shares; 2025Q4: 1,672 shares 1,672 $367K 0.05% +164 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,105 shares; 2024Q4: 1,108 shares; 2025Q1: 1,245 shares; 2025Q2: 1,196 shares; 2025Q3: 1,178 shares; 2025Q4: 1,266 shares 1,266 $364K 0.05% +88 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: 4,559 shares; 2024Q4: 4,652 shares; 2025Q1: 4,649 shares; 2025Q2: 4,604 shares; 2025Q3: 4,546 shares; 2025Q4: 4,434 shares 4,434 $364K 0.05% -112 Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,058 shares; 2024Q4: 5,087 shares; 2025Q1: 5,067 shares; 2025Q2: 5,119 shares; 2025Q3: 5,357 shares; 2025Q4: 5,307 shares 5,307 $363K 0.05% -50 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,133 shares; 2024Q4: 5,735 shares; 2025Q1: 5,839 shares; 2025Q2: 5,741 shares; 2025Q3: 6,422 shares; 2025Q4: 6,311 shares 6,311 $363K 0.05% -111 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: 2,023 shares; 2024Q4: 2,197 shares; 2025Q1: 2,406 shares; 2025Q2: 2,488 shares; 2025Q3: 2,360 shares; 2025Q4: 1,467 shares 1,467 $362K 0.05% -893 Timeline CIEN CIENA CORP More: the full row for CIENA 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: 1,470 shares; 2025Q4: 1,549 shares 1,549 $362K 0.05% +79 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,646 shares; 2025Q4: 7,106 shares 7,106 $361K 0.05% -540 Timeline RH RH More: the full row for RH 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: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares 2,000 $358K 0.05% 0 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,739 shares; 2024Q4: 2,315 shares; 2025Q1: 2,415 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,045 shares 1,045 $355K 0.05% new Timeline NULG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,812 shares; 2024Q4: 3,812 shares; 2025Q1: 3,471 shares; 2025Q2: 3,758 shares; 2025Q3: 3,680 shares; 2025Q4: 3,630 shares 3,630 $355K 0.05% -50 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: 1,448 shares; 2025Q4: 1,288 shares 1,288 $355K 0.05% -160 Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,658 shares; 2025Q4: 9,767 shares 9,767 $354K 0.05% -891 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,686 shares; 2024Q4: 11,548 shares; 2025Q1: 11,519 shares; 2025Q2: 13,117 shares; 2025Q3: 7,738 shares; 2025Q4: 7,781 shares 7,781 $348K 0.05% +43 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: 1,250 shares; 2024Q4: not reported; 2025Q1: 872 shares; 2025Q2: 868 shares; 2025Q3: 1,045 shares; 2025Q4: 1,190 shares 1,190 $345K 0.05% +145 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,141 shares; 2025Q4: 1,359 shares 1,359 $344K 0.05% +218 Timeline NCLH NORWEGIAN CRUISE LINE HLDGS More: the full row for NORWEGIAN CRUISE LINE HLDGS 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: 15,367 shares; 2025Q3: 15,367 shares; 2025Q4: 15,349 shares 15,349 $343K 0.05% -18 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,675 shares; 2024Q4: 6,444 shares; 2025Q1: 6,237 shares; 2025Q2: 2,392 shares; 2025Q3: 2,189 shares; 2025Q4: 2,109 shares 2,109 $339K 0.05% -80 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,410 shares; 2025Q3: 1,395 shares; 2025Q4: 1,641 shares 1,641 $335K 0.05% +246 Timeline FINX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,813 shares; 2025Q4: 11,355 shares 11,355 $334K 0.05% +2,542 Timeline NTRA NATERA INC More: the full row for NATERA 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: 1,442 shares 1,442 $330K 0.05% new Timeline APA APA CORPORATION More: the full row for APA 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: 22,975 shares; 2025Q3: 24,939 shares; 2025Q4: 13,481 shares 13,481 $330K 0.05% -11,458 Timeline FFBC 1ST FINL BANCORP More: the full row for 1ST FINL BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,819 shares; 2024Q4: 12,891 shares; 2025Q1: 12,902 shares; 2025Q2: 13,089 shares; 2025Q3: 13,163 shares; 2025Q4: 13,157 shares 13,157 $329K 0.05% -6 Timeline SNV SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL 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: 5,774 shares; 2025Q4: 6,564 shares 6,564 $329K 0.05% +790 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 846 shares; 2024Q4: 850 shares; 2025Q1: 860 shares; 2025Q2: 850 shares; 2025Q3: 801 shares; 2025Q4: 1,131 shares 1,131 $328K 0.05% +330 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: 3,468 shares; 2025Q4: 4,428 shares 4,428 $326K 0.05% +960 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: 565 shares; 2025Q3: 582 shares; 2025Q4: 690 shares 690 $323K 0.04% +108 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: 539 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 654 shares 654 $319K 0.04% new 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: 2,530 shares; 2025Q1: 1,948 shares; 2025Q2: 2,535 shares; 2025Q3: 2,552 shares; 2025Q4: 2,373 shares 2,373 $315K 0.04% -179 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,982 shares; 2025Q3: 8,394 shares; 2025Q4: 8,128 shares 8,128 $313K 0.04% -266 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: 464 shares; 2024Q4: 451 shares; 2025Q1: 442 shares; 2025Q2: 482 shares; 2025Q3: 582 shares; 2025Q4: 628 shares 628 $308K 0.04% +46 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: 2,314 shares; 2024Q4: 2,317 shares; 2025Q1: 2,343 shares; 2025Q2: 2,032 shares; 2025Q3: 2,122 shares; 2025Q4: 1,658 shares 1,658 $308K 0.04% -464 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: 10,339 shares; 2024Q4: 9,976 shares; 2025Q1: 8,129 shares; 2025Q2: 8,241 shares; 2025Q3: 8,207 shares; 2025Q4: 8,484 shares 8,484 $308K 0.04% +277 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,260 shares; 2024Q4: not reported; 2025Q1: 2,189 shares; 2025Q2: 2,308 shares; 2025Q3: 3,472 shares; 2025Q4: 3,083 shares 3,083 $306K 0.04% -389 Timeline NUHY NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,408 shares; 2024Q4: 12,760 shares; 2025Q1: 11,697 shares; 2025Q2: 12,800 shares; 2025Q3: 12,813 shares; 2025Q4: 14,087 shares 14,087 $304K 0.04% +1,274 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,101 shares; 2025Q4: 1,526 shares 1,526 $303K 0.04% +425 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,472 shares; 2024Q4: 872 shares; 2025Q1: 849 shares; 2025Q2: 849 shares; 2025Q3: 849 shares; 2025Q4: 775 shares 775 $300K 0.04% -74 Timeline DFSB 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: not reported; 2024Q4: not reported; 2025Q1: 4,274 shares; 2025Q2: 4,724 shares; 2025Q3: 4,724 shares; 2025Q4: 5,673 shares 5,673 $294K 0.04% +949 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,203 shares 2,203 $292K 0.04% new 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: not reported; 2025Q4: 2,547 shares 2,547 $292K 0.04% new Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,024 shares; 2025Q1: 4,055 shares; 2025Q2: 4,754 shares; 2025Q3: 4,717 shares; 2025Q4: 4,829 shares 4,829 $290K 0.04% +112 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 516 shares 516 $290K 0.04% 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: 1,374 shares; 2025Q3: 1,429 shares; 2025Q4: 1,405 shares 1,405 $288K 0.04% -24 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,662 shares; 2024Q4: 3,831 shares; 2025Q1: 4,040 shares; 2025Q2: 4,233 shares; 2025Q3: 4,111 shares; 2025Q4: 3,587 shares 3,587 $288K 0.04% -524 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: 1,495 shares; 2025Q2: 1,705 shares; 2025Q3: 1,636 shares; 2025Q4: 1,620 shares 1,620 $287K 0.04% -16 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: 2,365 shares; 2024Q4: 2,168 shares; 2025Q1: 2,171 shares; 2025Q2: 2,066 shares; 2025Q3: 2,641 shares; 2025Q4: 2,570 shares 2,570 $283K 0.04% -71 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 828 shares; 2025Q4: 1,094 shares 1,094 $280K 0.04% +266 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,232 shares; 2025Q2: 4,420 shares; 2025Q3: 4,422 shares; 2025Q4: 5,220 shares 5,220 $280K 0.04% +798 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: not reported; 2025Q2: not reported; 2025Q3: 1,091 shares; 2025Q4: 1,151 shares 1,151 $280K 0.04% +60 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,308 shares 1,308 $275K 0.04% 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: 4,144 shares; 2024Q4: 3,401 shares; 2025Q1: 2,777 shares; 2025Q2: 2,529 shares; 2025Q3: 2,396 shares; 2025Q4: 2,288 shares 2,288 $275K 0.04% -108 Timeline INEQ COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,522 shares; 2024Q4: 7,522 shares; 2025Q1: 7,540 shares; 2025Q2: 7,675 shares; 2025Q3: 7,675 shares; 2025Q4: 7,335 shares 7,335 $273K 0.04% -340 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,666 shares; 2025Q4: 1,668 shares 1,668 $272K 0.04% +2 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,676 shares; 2024Q4: 4,495 shares; 2025Q1: 4,648 shares; 2025Q2: 1,799 shares; 2025Q3: 1,734 shares; 2025Q4: 1,567 shares 1,567 $272K 0.04% -167 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,512 shares; 2024Q4: 1,361 shares; 2025Q1: 1,400 shares; 2025Q2: 1,482 shares; 2025Q3: 1,465 shares; 2025Q4: 975 shares 975 $268K 0.04% -490 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: 9,199 shares; 2024Q4: not reported; 2025Q1: 3,843 shares; 2025Q2: 4,421 shares; 2025Q3: 4,176 shares; 2025Q4: 3,372 shares 3,372 $268K 0.04% -804 Timeline QTUM 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: not reported; 2025Q3: not reported; 2025Q4: 2,433 shares 2,433 $267K 0.04% new Timeline LVS LAS VEGAS SANDS CORP More: the full row for LAS VEGAS SANDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,097 shares 4,097 $267K 0.04% new Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 283 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 307 shares; 2025Q3: 310 shares; 2025Q4: 322 shares 322 $260K 0.04% +12 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: not reported; 2024Q4: 3,164 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,957 shares; 2025Q4: 3,109 shares 3,109 $259K 0.04% +152 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,314 shares; 2025Q4: 1,475 shares 1,475 $259K 0.04% +161 Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,086 shares; 2024Q4: 13,899 shares; 2025Q1: 14,082 shares; 2025Q2: 6,698 shares; 2025Q3: 6,819 shares; 2025Q4: 6,714 shares 6,714 $257K 0.04% -105 Timeline CLOU GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,491 shares; 2025Q4: 11,378 shares 11,378 $257K 0.04% +1,887 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,662 shares 6,662 $256K 0.04% new 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: not reported; 2025Q3: 12,098 shares; 2025Q4: 9,278 shares 9,278 $255K 0.04% -2,820 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,511 shares; 2024Q4: 2,552 shares; 2025Q1: 2,616 shares; 2025Q2: 2,619 shares; 2025Q3: 2,621 shares; 2025Q4: 2,551 shares 2,551 $255K 0.04% -70 Timeline DOW DOW HLDGS INC More: the full row for DOW 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: 13,149 shares; 2025Q2: 34,415 shares; 2025Q3: 30,775 shares; 2025Q4: 10,869 shares 10,869 $254K 0.04% -19,906 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: not reported; 2025Q4: 1,470 shares 1,470 $253K 0.04% new Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,551 shares; 2025Q3: 1,532 shares; 2025Q4: 1,584 shares 1,584 $252K 0.03% +52 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: not reported; 2025Q4: 901 shares 901 $252K 0.03% new 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: not reported; 2025Q4: 2,534 shares 2,534 $250K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 369 shares 369 $248K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 428 shares 428 $246K 0.03% new Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,643 shares; 2024Q4: 3,733 shares; 2025Q1: 3,688 shares; 2025Q2: 3,753 shares; 2025Q3: 3,938 shares; 2025Q4: 3,775 shares 3,775 $246K 0.03% -163 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: 2,403 shares; 2024Q4: 2,713 shares; 2025Q1: 2,641 shares; 2025Q2: 2,580 shares; 2025Q3: 3,227 shares; 2025Q4: 3,286 shares 3,286 $242K 0.03% +59 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: 2,130 shares; 2024Q4: not reported; 2025Q1: 1,635 shares; 2025Q2: 1,708 shares; 2025Q3: 1,706 shares; 2025Q4: 1,747 shares 1,747 $241K 0.03% +41 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: 10,049 shares; 2024Q4: 16,077 shares; 2025Q1: 15,470 shares; 2025Q2: 4,284 shares; 2025Q3: 3,337 shares; 2025Q4: 2,595 shares 2,595 $240K 0.03% -742 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,094 shares; 2025Q3: 10,865 shares; 2025Q4: 9,864 shares 9,864 $237K 0.03% -1,001 Timeline NU NU HLDGS LTD More: the full row for NU HLDGS 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: 11,850 shares; 2025Q4: 14,027 shares 14,027 $235K 0.03% +2,177 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 526 shares; 2025Q4: 553 shares 553 $233K 0.03% +27 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: not reported; 2025Q3: not reported; 2025Q4: 1,091 shares 1,091 $233K 0.03% new Timeline ESTC ELASTIC N V More: the full row for ELASTIC N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,078 shares 3,078 $232K 0.03% new Timeline MKTX MARKETAXESS HLDGS INC More: the full row for MARKETAXESS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,257 shares 1,257 $228K 0.03% new Timeline NBIX NEUROCRINE BIOSCIENCES INC More: the full row for NEUROCRINE BIOSCIENCES 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: 1,603 shares 1,603 $227K 0.03% new 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: 70 shares; 2024Q4: 69 shares; 2025Q1: 74 shares; 2025Q2: 74 shares; 2025Q3: 97 shares; 2025Q4: 66 shares 66 $225K 0.03% -31 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,625 shares 6,625 $224K 0.03% new Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,905 shares; 2025Q2: not reported; 2025Q3: 4,572 shares; 2025Q4: 4,910 shares 4,910 $224K 0.03% +338 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,260 shares; 2025Q2: 1,352 shares; 2025Q3: 1,270 shares; 2025Q4: 1,030 shares 1,030 $223K 0.03% -240 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,077 shares 5,077 $223K 0.03% new Timeline TSN TYSON FOODS INC More: the full row for TYSON 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: 3,796 shares 3,796 $223K 0.03% new Timeline BMRN BIOMARIN PHARMACEUTICAL INC More: the full row for BIOMARIN PHARMACEUTICAL 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: 3,733 shares 3,733 $222K 0.03% new Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 422 shares; 2025Q2: 360 shares; 2025Q3: 447 shares; 2025Q4: 498 shares 498 $222K 0.03% +51 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 184 shares; 2024Q4: 177 shares; 2025Q1: 183 shares; 2025Q2: 203 shares; 2025Q3: 167 shares; 2025Q4: 167 shares 167 $222K 0.03% 0 Timeline DASH DOORDASH INC More: the full row for DOORDASH 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: 850 shares; 2025Q3: 1,180 shares; 2025Q4: 974 shares 974 $221K 0.03% -206 Timeline WHR WHIRLPOOL CORP More: the full row for WHIRLPOOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,643 shares; 2024Q4: 5,448 shares; 2025Q1: 5,111 shares; 2025Q2: 3,366 shares; 2025Q3: 3,059 shares; 2025Q4: 3,032 shares 3,032 $219K 0.03% -27 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,020 shares; 2024Q4: 1,026 shares; 2025Q1: 1,058 shares; 2025Q2: 1,059 shares; 2025Q3: 1,113 shares; 2025Q4: 1,017 shares 1,017 $218K 0.03% -96 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,737 shares 2,737 $217K 0.03% new Timeline TPB TURNING PT BRANDS INC More: the full row for TURNING PT 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: 2,004 shares 2,004 $217K 0.03% new 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: 5,838 shares; 2024Q4: 5,833 shares; 2025Q1: 6,175 shares; 2025Q2: 6,462 shares; 2025Q3: 7,323 shares; 2025Q4: 3,962 shares 3,962 $213K 0.03% -3,361 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: 973 shares; 2024Q4: 994 shares; 2025Q1: 1,154 shares; 2025Q2: 1,206 shares; 2025Q3: 1,071 shares; 2025Q4: 821 shares 821 $212K 0.03% -250 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC 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: 4,737 shares 4,737 $211K 0.03% new Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 829 shares; 2025Q4: 840 shares 840 $211K 0.03% +11 Timeline DFCF 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,905 shares 4,905 $209K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,735 shares 5,735 $208K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,486 shares 4,486 $202K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,206 shares; 2025Q4: 1,241 shares 1,241 $202K 0.03% +35 Timeline OCC OPTICAL CABLE CORP More: the full row for OPTICAL CABLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 212,031 shares; 2024Q4: 161,076 shares; 2025Q1: 115,196 shares; 2025Q2: 331,471 shares; 2025Q3: 256,534 shares; 2025Q4: 43,393 shares 43,393 $193K 0.03% -213,141 Timeline ADT ADT INC DEL More: the full row for ADT 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: not reported; 2025Q3: 10,965 shares; 2025Q4: 22,435 shares 22,435 $181K 0.03% +11,470 Timeline IBRX IMMUNITYBIO INC More: the full row for IMMUNITYBIO 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: 45,250 shares; 2025Q4: 76,650 shares 76,650 $152K 0.02% +31,400 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,006 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,005 shares 11,005 $137K 0.02% new Timeline APPS DIGITAL TURBINE INC More: the full row for DIGITAL TURBINE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,000 shares; 2024Q4: 19,000 shares; 2025Q1: 19,000 shares; 2025Q2: 19,000 shares; 2025Q3: 19,000 shares; 2025Q4: 19,124 shares 19,124 $95.6K 0.01% +124 Timeline