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: 511,025 shares; 2024Q4: 507,601 shares; 2025Q1: 505,583 shares; 2025Q2: 516,635 shares; 2025Q3: 500,673 shares; 2025Q4: 498,031 shares 498,031 $135M 4.43% -2,642 Timeline LGRO ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,130,724 shares; 2024Q4: 2,198,022 shares; 2025Q1: 2,312,167 shares; 2025Q2: 2,154,964 shares; 2025Q3: 2,340,169 shares; 2025Q4: 2,661,407 shares 2,661,407 $109M 3.57% +321,238 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: 139,108 shares; 2024Q4: 141,959 shares; 2025Q1: 148,955 shares; 2025Q2: 153,636 shares; 2025Q3: 149,895 shares; 2025Q4: 156,642 shares 156,642 $75.8M 2.48% +6,747 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: 138,441 shares; 2024Q4: 136,990 shares; 2025Q1: 131,762 shares; 2025Q2: 125,145 shares; 2025Q3: 121,507 shares; 2025Q4: 120,926 shares 120,926 $74.3M 2.43% -581 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: 226,796 shares; 2024Q4: 230,371 shares; 2025Q1: 226,795 shares; 2025Q2: 226,582 shares; 2025Q3: 226,784 shares; 2025Q4: 243,957 shares 243,957 $56.3M 1.84% +17,173 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: 269,643 shares; 2024Q4: 270,449 shares; 2025Q1: 261,484 shares; 2025Q2: 289,117 shares; 2025Q3: 274,785 shares; 2025Q4: 281,313 shares 281,313 $52.5M 1.72% +6,528 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: 148,555 shares; 2024Q4: 155,035 shares; 2025Q1: 158,806 shares; 2025Q2: 180,776 shares; 2025Q3: 176,286 shares; 2025Q4: 160,777 shares 160,777 $50.3M 1.65% -15,509 Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 701,640 shares; 2024Q4: 754,423 shares; 2025Q1: 892,652 shares; 2025Q2: 914,706 shares; 2025Q3: 957,972 shares; 2025Q4: 1,159,901 shares 1,159,901 $44.3M 1.45% +201,929 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: 60,770 shares; 2024Q4: 55,469 shares; 2025Q1: 48,772 shares; 2025Q2: 56,416 shares; 2025Q3: 58,565 shares; 2025Q4: 65,829 shares 65,829 $41.3M 1.35% +7,264 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: 119,896 shares; 2024Q4: 126,332 shares; 2025Q1: 117,154 shares; 2025Q2: 119,936 shares; 2025Q3: 113,113 shares; 2025Q4: 114,195 shares 114,195 $39.5M 1.29% +1,082 Timeline JIRE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 433,664 shares; 2024Q4: 400,284 shares; 2025Q1: 436,977 shares; 2025Q2: 450,142 shares; 2025Q3: 500,467 shares; 2025Q4: 511,036 shares 511,036 $38.3M 1.25% +10,569 Timeline SMTH ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,271,655 shares; 2025Q3: 1,304,256 shares; 2025Q4: 1,342,242 shares 1,342,242 $35M 1.14% +37,986 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 627,045 shares; 2024Q4: 630,856 shares; 2025Q1: 633,885 shares; 2025Q2: 620,611 shares; 2025Q3: 667,132 shares; 2025Q4: 640,412 shares 640,412 $32.2M 1.05% -26,720 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: 98,492 shares; 2024Q4: 99,025 shares; 2025Q1: 103,284 shares; 2025Q2: 101,520 shares; 2025Q3: 97,650 shares; 2025Q4: 98,877 shares 98,877 $31.9M 1.04% +1,227 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 319,683 shares; 2024Q4: 332,704 shares; 2025Q1: 351,777 shares; 2025Q2: 357,975 shares; 2025Q3: 295,147 shares; 2025Q4: 296,122 shares 296,122 $30.7M 1% +975 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: 134,719 shares; 2024Q4: 127,149 shares; 2025Q1: 129,365 shares; 2025Q2: 133,406 shares; 2025Q3: 129,118 shares; 2025Q4: 131,749 shares 131,749 $30.1M 0.99% +2,631 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 330,642 shares; 2024Q4: 335,362 shares; 2025Q1: 343,515 shares; 2025Q2: 343,984 shares; 2025Q3: 349,239 shares; 2025Q4: 362,274 shares 362,274 $29.1M 0.95% +13,035 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: 42,898 shares; 2024Q4: 45,451 shares; 2025Q1: 45,378 shares; 2025Q2: 43,579 shares; 2025Q3: 41,680 shares; 2025Q4: 43,038 shares 43,038 $28.4M 0.93% +1,358 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: 185,978 shares; 2024Q4: 192,633 shares; 2025Q1: 228,331 shares; 2025Q2: 187,313 shares; 2025Q3: 199,588 shares; 2025Q4: 231,434 shares 231,434 $23.1M 0.76% +31,846 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: 58,234 shares; 2024Q4: 63,584 shares; 2025Q1: 74,926 shares; 2025Q2: 93,479 shares; 2025Q3: 98,047 shares; 2025Q4: 78,241 shares 78,241 $22.3M 0.73% -19,806 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: 177,549 shares; 2024Q4: 170,018 shares; 2025Q1: 169,494 shares; 2025Q2: 180,885 shares; 2025Q3: 175,317 shares; 2025Q4: 182,050 shares 182,050 $20.3M 0.66% +6,733 Timeline PTLC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 392,183 shares; 2024Q4: 386,248 shares; 2025Q1: 390,246 shares; 2025Q2: 392,514 shares; 2025Q3: 394,527 shares; 2025Q4: 364,187 shares 364,187 $20.2M 0.66% -30,340 Timeline QQQM 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: 51,856 shares; 2024Q4: 53,390 shares; 2025Q1: 61,961 shares; 2025Q2: 75,394 shares; 2025Q3: 76,756 shares; 2025Q4: 76,537 shares 76,537 $19.4M 0.63% -219 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: 6,231 shares; 2024Q4: 125,288 shares; 2025Q1: 40,694 shares; 2025Q2: 7,744 shares; 2025Q3: 11,755 shares; 2025Q4: 88,901 shares 88,901 $18.7M 0.61% +77,146 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: 32,105 shares; 2024Q4: 32,503 shares; 2025Q1: 34,122 shares; 2025Q2: 35,568 shares; 2025Q3: 36,340 shares; 2025Q4: 36,178 shares 36,178 $18.2M 0.6% -162 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: 54,999 shares; 2024Q4: 55,707 shares; 2025Q1: 58,566 shares; 2025Q2: 61,905 shares; 2025Q3: 59,088 shares; 2025Q4: 44,369 shares 44,369 $17.6M 0.58% -14,719 Timeline DSTL 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: 263,759 shares; 2024Q4: 261,831 shares; 2025Q1: 271,621 shares; 2025Q2: 276,377 shares; 2025Q3: 285,418 shares; 2025Q4: 293,793 shares 293,793 $17.3M 0.57% +8,375 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: 158,290 shares; 2024Q4: 169,099 shares; 2025Q1: 166,342 shares; 2025Q2: 172,208 shares; 2025Q3: 151,781 shares; 2025Q4: 147,041 shares 147,041 $17.2M 0.56% -4,740 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: 974,093 shares; 2024Q4: 974,025 shares; 2025Q1: 974,884 shares; 2025Q2: 973,966 shares; 2025Q3: 972,732 shares; 2025Q4: 975,034 shares 975,034 $16.9M 0.55% +2,302 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 180,429 shares; 2024Q4: 184,388 shares; 2025Q1: 192,829 shares; 2025Q2: 193,839 shares; 2025Q3: 196,788 shares; 2025Q4: 162,032 shares 162,032 $16.2M 0.53% -34,756 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: 24,196 shares; 2024Q4: 25,545 shares; 2025Q1: 21,295 shares; 2025Q2: 20,092 shares; 2025Q3: 20,501 shares; 2025Q4: 23,477 shares 23,477 $16M 0.52% +2,976 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: 40,623 shares; 2024Q4: 41,521 shares; 2025Q1: 39,832 shares; 2025Q2: 40,596 shares; 2025Q3: 42,115 shares; 2025Q4: 45,008 shares 45,008 $15.8M 0.52% +2,893 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: 35,444 shares; 2024Q4: 36,914 shares; 2025Q1: 35,908 shares; 2025Q2: 37,573 shares; 2025Q3: 41,058 shares; 2025Q4: 49,492 shares 49,492 $15.5M 0.51% +8,434 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: 64,588 shares; 2024Q4: 62,817 shares; 2025Q1: 66,662 shares; 2025Q2: 68,509 shares; 2025Q3: 70,498 shares; 2025Q4: 73,665 shares 73,665 $15.2M 0.5% +3,167 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: 107,063 shares; 2024Q4: 110,379 shares; 2025Q1: 111,666 shares; 2025Q2: 181,769 shares; 2025Q3: 177,152 shares; 2025Q4: 179,812 shares 179,812 $14.4M 0.47% +2,660 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 208,860 shares; 2024Q4: 210,831 shares; 2025Q1: 217,134 shares; 2025Q2: 223,912 shares; 2025Q3: 231,997 shares; 2025Q4: 237,698 shares 237,698 $14.3M 0.47% +5,701 Timeline SPTL 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: 507,721 shares; 2024Q4: 418,608 shares; 2025Q1: 508,864 shares; 2025Q2: 494,267 shares; 2025Q3: 522,702 shares; 2025Q4: 535,492 shares 535,492 $14.2M 0.46% +12,790 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: 109,363 shares; 2024Q4: 113,370 shares; 2025Q1: 106,391 shares; 2025Q2: 107,514 shares; 2025Q3: 103,886 shares; 2025Q4: 79,071 shares 79,071 $14M 0.46% -24,815 Timeline SPTI 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: 439,177 shares; 2024Q4: 449,066 shares; 2025Q1: 471,893 shares; 2025Q2: 474,150 shares; 2025Q3: 480,328 shares; 2025Q4: 482,652 shares 482,652 $13.9M 0.46% +2,324 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: 34,151 shares; 2024Q4: 33,760 shares; 2025Q1: 33,651 shares; 2025Q2: 31,931 shares; 2025Q3: 35,321 shares; 2025Q4: 40,103 shares 40,103 $13.2M 0.43% +4,782 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: 15,553 shares; 2024Q4: 16,696 shares; 2025Q1: 16,254 shares; 2025Q2: 16,406 shares; 2025Q3: 15,276 shares; 2025Q4: 15,022 shares 15,022 $13.2M 0.43% -254 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: 165,358 shares; 2024Q4: 177,983 shares; 2025Q1: 192,031 shares; 2025Q2: 169,305 shares; 2025Q3: 159,126 shares; 2025Q4: 161,464 shares 161,464 $13.2M 0.43% +2,338 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 111,752 shares; 2024Q4: 111,725 shares; 2025Q1: 107,918 shares; 2025Q2: 106,937 shares; 2025Q3: 107,553 shares; 2025Q4: 106,824 shares 106,824 $13.2M 0.43% -729 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,488 shares; 2024Q4: 27,118 shares; 2025Q1: 24,913 shares; 2025Q2: 25,857 shares; 2025Q3: 31,810 shares; 2025Q4: 35,613 shares 35,613 $12.8M 0.42% +3,803 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,608 shares; 2024Q4: 39,115 shares; 2025Q1: 38,559 shares; 2025Q2: 44,627 shares; 2025Q3: 42,089 shares; 2025Q4: 83,301 shares 83,301 $12M 0.39% +41,212 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: 19,945 shares; 2024Q4: 20,378 shares; 2025Q1: 22,564 shares; 2025Q2: 23,101 shares; 2025Q3: 23,564 shares; 2025Q4: 24,362 shares 24,362 $11.8M 0.39% +798 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,445 shares; 2024Q4: 42,517 shares; 2025Q1: 99,347 shares; 2025Q2: 107,003 shares; 2025Q3: 157,437 shares; 2025Q4: 169,568 shares 169,568 $11.8M 0.39% +12,131 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: 39,738 shares; 2024Q4: 38,922 shares; 2025Q1: 39,075 shares; 2025Q2: 40,299 shares; 2025Q3: 40,270 shares; 2025Q4: 34,172 shares 34,172 $11.8M 0.38% -6,098 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,424 shares; 2024Q4: 201,166 shares; 2025Q1: 87,448 shares; 2025Q2: 63,830 shares; 2025Q3: 63,820 shares; 2025Q4: 122,231 shares 122,231 $11.7M 0.38% +58,411 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: 31,347 shares; 2024Q4: 31,753 shares; 2025Q1: 31,053 shares; 2025Q2: 31,420 shares; 2025Q3: 32,521 shares; 2025Q4: 34,482 shares 34,482 $11.6M 0.38% +1,961 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: 20,340 shares; 2024Q4: 20,704 shares; 2025Q1: 21,438 shares; 2025Q2: 21,586 shares; 2025Q3: 21,937 shares; 2025Q4: 21,901 shares 21,901 $11.2M 0.37% -36 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: 37,260 shares; 2024Q4: 36,970 shares; 2025Q1: 38,115 shares; 2025Q2: 29,439 shares; 2025Q3: 35,401 shares; 2025Q4: 51,640 shares 51,640 $11.1M 0.36% +16,239 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: 71,148 shares; 2024Q4: 76,978 shares; 2025Q1: 77,857 shares; 2025Q2: 81,376 shares; 2025Q3: 73,746 shares; 2025Q4: 71,207 shares 71,207 $10.9M 0.36% -2,539 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: 118,565 shares; 2024Q4: 117,213 shares; 2025Q1: 147,599 shares; 2025Q2: 154,534 shares; 2025Q3: 155,551 shares; 2025Q4: 164,593 shares 164,593 $10.9M 0.36% +9,042 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: 16,303 shares; 2024Q4: 16,061 shares; 2025Q1: 17,559 shares; 2025Q2: 17,985 shares; 2025Q3: 18,151 shares; 2025Q4: 18,714 shares 18,714 $10.7M 0.35% +563 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,050 shares; 2024Q4: 50,323 shares; 2025Q1: 32,754 shares; 2025Q2: 19,113 shares; 2025Q3: 19,152 shares; 2025Q4: 42,818 shares 42,818 $10.5M 0.34% +23,666 Timeline PAAA PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 107,286 shares; 2025Q3: 110,844 shares; 2025Q4: 205,370 shares 205,370 $10.5M 0.34% +94,526 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: 4,431 shares; 2024Q4: 4,838 shares; 2025Q1: 5,065 shares; 2025Q2: 5,306 shares; 2025Q3: 4,967 shares; 2025Q4: 4,864 shares 4,864 $10.4M 0.34% -103 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: 22,627 shares; 2024Q4: 23,097 shares; 2025Q1: 22,747 shares; 2025Q2: 27,531 shares; 2025Q3: 27,780 shares; 2025Q4: 23,144 shares 23,144 $10.4M 0.34% -4,636 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,953 shares; 2024Q4: 70,614 shares; 2025Q1: 64,095 shares; 2025Q2: 78,334 shares; 2025Q3: 70,876 shares; 2025Q4: 46,908 shares 46,908 $10.3M 0.34% -23,968 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,306 shares; 2024Q4: 2,345 shares; 2025Q1: 2,301 shares; 2025Q2: 2,082 shares; 2025Q3: 1,946 shares; 2025Q4: 1,900 shares 1,900 $10.2M 0.33% -46 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: 72,508 shares; 2024Q4: 70,537 shares; 2025Q1: 82,362 shares; 2025Q2: 117,190 shares; 2025Q3: 113,276 shares; 2025Q4: 108,523 shares 108,523 $10.2M 0.33% -4,753 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: 8,237 shares; 2024Q4: 8,433 shares; 2025Q1: 8,216 shares; 2025Q2: 8,234 shares; 2025Q3: 8,286 shares; 2025Q4: 8,261 shares 8,261 $10M 0.33% -25 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 106,442 shares; 2025Q1: 123,616 shares; 2025Q2: 134,432 shares; 2025Q3: 117,547 shares; 2025Q4: 57,885 shares 57,885 $9.91M 0.32% -59,662 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,709 shares; 2024Q4: 97,943 shares; 2025Q1: 102,084 shares; 2025Q2: 117,194 shares; 2025Q3: 108,133 shares; 2025Q4: 94,274 shares 94,274 $9.65M 0.32% -13,859 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,794 shares; 2024Q4: 79,349 shares; 2025Q1: 69,556 shares; 2025Q2: 67,349 shares; 2025Q3: 62,713 shares; 2025Q4: 67,855 shares 67,855 $9.65M 0.32% +5,142 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: 13,971 shares; 2024Q4: 14,160 shares; 2025Q1: 15,027 shares; 2025Q2: 13,808 shares; 2025Q3: 12,124 shares; 2025Q4: 11,739 shares 11,739 $9.63M 0.32% -385 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: 15,226 shares; 2024Q4: 15,778 shares; 2025Q1: 16,231 shares; 2025Q2: 15,722 shares; 2025Q3: 15,186 shares; 2025Q4: 16,786 shares 16,786 $9.58M 0.31% +1,600 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: 29,526 shares; 2024Q4: 30,757 shares; 2025Q1: 33,097 shares; 2025Q2: 31,589 shares; 2025Q3: 31,820 shares; 2025Q4: 36,165 shares 36,165 $9.58M 0.31% +4,345 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: 36,544 shares; 2024Q4: 37,996 shares; 2025Q1: 41,452 shares; 2025Q2: 48,087 shares; 2025Q3: 40,677 shares; 2025Q4: 36,788 shares 36,788 $9.45M 0.31% -3,889 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,714 shares; 2025Q2: 48,769 shares; 2025Q3: 70,106 shares; 2025Q4: 78,877 shares 78,877 $9.41M 0.31% +8,771 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: 49,326 shares; 2024Q4: 52,804 shares; 2025Q1: 56,681 shares; 2025Q2: 59,123 shares; 2025Q3: 55,314 shares; 2025Q4: 54,261 shares 54,261 $9.28M 0.3% -1,053 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,403 shares; 2024Q4: 37,289 shares; 2025Q1: 37,425 shares; 2025Q2: 37,321 shares; 2025Q3: 37,715 shares; 2025Q4: 42,107 shares 42,107 $9.25M 0.3% +4,392 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: 44,942 shares; 2024Q4: 45,140 shares; 2025Q1: 48,438 shares; 2025Q2: 50,843 shares; 2025Q3: 51,694 shares; 2025Q4: 53,152 shares 53,152 $9.22M 0.3% +1,458 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: 26,564 shares; 2024Q4: 27,377 shares; 2025Q1: 28,553 shares; 2025Q2: 27,265 shares; 2025Q3: 27,992 shares; 2025Q4: 30,005 shares 30,005 $9.17M 0.3% +2,013 Timeline PTNQ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 118,407 shares; 2024Q4: 118,215 shares; 2025Q1: 121,076 shares; 2025Q2: 122,128 shares; 2025Q3: 122,816 shares; 2025Q4: 114,786 shares 114,786 $9.03M 0.3% -8,030 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: 174,794 shares; 2024Q4: 167,294 shares; 2025Q1: 173,941 shares; 2025Q2: 182,569 shares; 2025Q3: 168,939 shares; 2025Q4: 163,864 shares 163,864 $9.01M 0.29% -5,075 Timeline JPEF 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: 155,014 shares; 2024Q4: 162,299 shares; 2025Q1: 171,945 shares; 2025Q2: 169,821 shares; 2025Q3: 117,817 shares; 2025Q4: 119,713 shares 119,713 $8.94M 0.29% +1,896 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: 68,886 shares; 2024Q4: 66,878 shares; 2025Q1: 66,842 shares; 2025Q2: 67,772 shares; 2025Q3: 68,653 shares; 2025Q4: 74,200 shares 74,200 $8.93M 0.29% +5,547 Timeline ACIO ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 208,062 shares; 2024Q4: 207,469 shares; 2025Q1: 212,338 shares; 2025Q2: 211,201 shares; 2025Q3: 210,321 shares; 2025Q4: 198,183 shares 198,183 $8.66M 0.28% -12,138 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: 29,964 shares; 2024Q4: 29,028 shares; 2025Q1: 29,295 shares; 2025Q2: 27,783 shares; 2025Q3: 27,518 shares; 2025Q4: 29,032 shares 29,032 $8.6M 0.28% +1,514 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: 79,636 shares; 2024Q4: 79,422 shares; 2025Q1: 76,768 shares; 2025Q2: 73,010 shares; 2025Q3: 78,331 shares; 2025Q4: 81,357 shares 81,357 $8.56M 0.28% +3,026 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: 17,126 shares; 2024Q4: 18,047 shares; 2025Q1: 21,142 shares; 2025Q2: 56,455 shares; 2025Q3: 51,931 shares; 2025Q4: 47,695 shares 47,695 $8.54M 0.28% -4,236 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: 31,412 shares; 2024Q4: 31,514 shares; 2025Q1: 33,258 shares; 2025Q2: 33,674 shares; 2025Q3: 34,537 shares; 2025Q4: 35,323 shares 35,323 $8.52M 0.28% +786 Timeline LW LAMB WESTON HLDGS INC More: the full row for LAMB WESTON HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 202,732 shares; 2024Q4: 202,486 shares; 2025Q1: 202,486 shares; 2025Q2: 202,546 shares; 2025Q3: 202,554 shares; 2025Q4: 202,565 shares 202,565 $8.49M 0.28% +11 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: 17,326 shares; 2024Q4: 14,701 shares; 2025Q1: 13,323 shares; 2025Q2: 16,345 shares; 2025Q3: 16,436 shares; 2025Q4: 17,142 shares 17,142 $8.36M 0.27% +706 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,958 shares; 2024Q4: 28,699 shares; 2025Q1: 28,820 shares; 2025Q2: 28,120 shares; 2025Q3: 29,746 shares; 2025Q4: 32,377 shares 32,377 $8.35M 0.27% +2,631 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,330 shares; 2024Q4: 63,016 shares; 2025Q1: 65,323 shares; 2025Q2: 42,546 shares; 2025Q3: 40,597 shares; 2025Q4: 42,890 shares 42,890 $8.22M 0.27% +2,293 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,627 shares; 2024Q4: 30,488 shares; 2025Q1: 31,619 shares; 2025Q2: 31,543 shares; 2025Q3: 52,147 shares; 2025Q4: 56,260 shares 56,260 $8.07M 0.26% +4,113 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: 280,447 shares; 2024Q4: 224,092 shares; 2025Q1: 380,102 shares; 2025Q2: 422,426 shares; 2025Q3: 381,071 shares; 2025Q4: 329,758 shares 329,758 $8.07M 0.26% -51,313 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,621 shares; 2024Q4: 67,598 shares; 2025Q1: 115,958 shares; 2025Q2: 119,292 shares; 2025Q3: 121,406 shares; 2025Q4: 124,845 shares 124,845 $7.96M 0.26% +3,439 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,686 shares; 2025Q1: 10,901 shares; 2025Q2: 11,138 shares; 2025Q3: 10,257 shares; 2025Q4: 7,380 shares 7,380 $7.9M 0.26% -2,877 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: 92,885 shares; 2024Q4: 94,447 shares; 2025Q1: 96,535 shares; 2025Q2: 92,005 shares; 2025Q3: 95,693 shares; 2025Q4: 101,141 shares 101,141 $7.79M 0.25% +5,448 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: 9,889 shares; 2024Q4: 10,481 shares; 2025Q1: 9,937 shares; 2025Q2: 8,617 shares; 2025Q3: 8,003 shares; 2025Q4: 82,838 shares 82,838 $7.77M 0.25% +74,835 Timeline DUSA DAVIS FUNDAMENTAL ETF TR More: the full row for DAVIS FUNDAMENTAL ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 146,270 shares; 2024Q4: 144,383 shares; 2025Q1: 147,138 shares; 2025Q2: 147,168 shares; 2025Q3: 149,882 shares; 2025Q4: 151,321 shares 151,321 $7.74M 0.25% +1,439 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: 22,694 shares; 2024Q4: 22,066 shares; 2025Q1: 21,466 shares; 2025Q2: 23,276 shares; 2025Q3: 23,944 shares; 2025Q4: 24,060 shares 24,060 $7.66M 0.25% +116 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: 48,680 shares; 2024Q4: 45,171 shares; 2025Q1: 44,978 shares; 2025Q2: 44,319 shares; 2025Q3: 48,713 shares; 2025Q4: 50,091 shares 50,091 $7.63M 0.25% +1,378 Timeline XMMO 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: 53,299 shares; 2024Q4: 55,467 shares; 2025Q1: 68,967 shares; 2025Q2: 52,017 shares; 2025Q3: 53,839 shares; 2025Q4: 55,084 shares 55,084 $7.63M 0.25% +1,245 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: 6,381 shares; 2024Q4: 7,666 shares; 2025Q1: 10,413 shares; 2025Q2: 15,289 shares; 2025Q3: 16,014 shares; 2025Q4: 16,033 shares 16,033 $7.59M 0.25% +19 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,893 shares; 2024Q4: 6,840 shares; 2025Q1: 6,443 shares; 2025Q2: 6,726 shares; 2025Q3: 6,142 shares; 2025Q4: 6,967 shares 6,967 $7.49M 0.24% +825 Timeline LEA LEAR CORP More: the full row for LEAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,031 shares; 2024Q4: 48,637 shares; 2025Q1: 74,412 shares; 2025Q2: 80,230 shares; 2025Q3: 71,487 shares; 2025Q4: 65,323 shares 65,323 $7.49M 0.24% -6,164 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: 48,535 shares; 2024Q4: 50,618 shares; 2025Q1: 53,440 shares; 2025Q2: 51,009 shares; 2025Q3: 46,343 shares; 2025Q4: 46,215 shares 46,215 $7.49M 0.24% -128 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 208,495 shares; 2024Q4: 192,194 shares; 2025Q1: 188,831 shares; 2025Q2: 179,099 shares; 2025Q3: 170,621 shares; 2025Q4: 162,194 shares 162,194 $7.43M 0.24% -8,427 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,750 shares; 2024Q4: 49,247 shares; 2025Q1: 56,081 shares; 2025Q2: 55,087 shares; 2025Q3: 56,883 shares; 2025Q4: 57,817 shares 57,817 $7.38M 0.24% +934 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: 406,345 shares; 2024Q4: 386,146 shares; 2025Q1: 388,924 shares; 2025Q2: 403,681 shares; 2025Q3: 283,853 shares; 2025Q4: 265,768 shares 265,768 $7.29M 0.24% -18,085 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: 71,427 shares; 2024Q4: 68,828 shares; 2025Q1: 62,814 shares; 2025Q2: 63,960 shares; 2025Q3: 65,135 shares; 2025Q4: 65,792 shares 65,792 $7.25M 0.24% +657 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: 91,165 shares; 2024Q4: 91,336 shares; 2025Q1: 100,943 shares; 2025Q2: 102,425 shares; 2025Q3: 104,181 shares; 2025Q4: 102,900 shares 102,900 $7.19M 0.24% -1,281 Timeline ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,017 shares; 2024Q4: 72,017 shares; 2025Q1: 71,004 shares; 2025Q2: 70,796 shares; 2025Q3: 69,453 shares; 2025Q4: 68,693 shares 68,693 $7.15M 0.23% -760 Timeline ALSN ALLISON TRANSMISSION HLDGS I More: the full row for ALLISON TRANSMISSION HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,922 shares; 2024Q4: 80,527 shares; 2025Q1: 79,587 shares; 2025Q2: 81,362 shares; 2025Q3: 73,860 shares; 2025Q4: 72,920 shares 72,920 $7.14M 0.23% -940 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 134,610 shares; 2024Q4: 114,873 shares; 2025Q1: 106,239 shares; 2025Q2: 103,699 shares; 2025Q3: 104,916 shares; 2025Q4: 82,551 shares 82,551 $7.08M 0.23% -22,365 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,671 shares; 2024Q4: 10,464 shares; 2025Q1: 9,054 shares; 2025Q2: 120,900 shares; 2025Q3: 126,304 shares; 2025Q4: 153,373 shares 153,373 $7.06M 0.23% +27,069 Timeline PFXF VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 379,143 shares; 2024Q4: 376,368 shares; 2025Q1: 393,825 shares; 2025Q2: 386,093 shares; 2025Q3: 394,073 shares; 2025Q4: 398,939 shares 398,939 $7.05M 0.23% +4,866 Timeline OUSM ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 156,728 shares; 2024Q4: 167,402 shares; 2025Q1: 174,988 shares; 2025Q2: 140,654 shares; 2025Q3: 160,384 shares; 2025Q4: 160,409 shares 160,409 $7.02M 0.23% +25 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: 13,226 shares; 2024Q4: 13,748 shares; 2025Q1: 14,068 shares; 2025Q2: 12,087 shares; 2025Q3: 15,315 shares; 2025Q4: 24,007 shares 24,007 $6.97M 0.23% +8,692 Timeline AGCO AGCO CORP More: the full row for AGCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,878 shares; 2024Q4: 53,463 shares; 2025Q1: 78,620 shares; 2025Q2: 81,011 shares; 2025Q3: 71,116 shares; 2025Q4: 66,596 shares 66,596 $6.95M 0.23% -4,520 Timeline PTMC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 187,188 shares; 2024Q4: 186,792 shares; 2025Q1: 192,900 shares; 2025Q2: 194,604 shares; 2025Q3: 197,301 shares; 2025Q4: 192,630 shares 192,630 $6.87M 0.22% -4,671 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: 47,884 shares; 2024Q4: 46,697 shares; 2025Q1: 46,163 shares; 2025Q2: 47,211 shares; 2025Q3: 47,872 shares; 2025Q4: 47,339 shares 47,339 $6.78M 0.22% -533 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: 104,456 shares; 2024Q4: 106,826 shares; 2025Q1: 101,137 shares; 2025Q2: 94,176 shares; 2025Q3: 93,702 shares; 2025Q4: 98,215 shares 98,215 $6.72M 0.22% +4,513 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: 3,321 shares; 2025Q2: 2,674 shares; 2025Q3: 49,179 shares; 2025Q4: 49,569 shares 49,569 $6.7M 0.22% +390 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: 9,833 shares; 2024Q4: 9,594 shares; 2025Q1: 7,855 shares; 2025Q2: 8,808 shares; 2025Q3: 9,425 shares; 2025Q4: 9,774 shares 9,774 $6.7M 0.22% +349 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: 82,983 shares; 2024Q4: 88,557 shares; 2025Q1: 87,600 shares; 2025Q2: 72,892 shares; 2025Q3: 65,430 shares; 2025Q4: 64,945 shares 64,945 $6.65M 0.22% -485 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,863 shares; 2024Q4: 8,509 shares; 2025Q1: 9,332 shares; 2025Q2: 10,615 shares; 2025Q3: 9,386 shares; 2025Q4: 7,302 shares 7,302 $6.62M 0.22% -2,084 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,335 shares; 2024Q4: 55,637 shares; 2025Q1: 55,055 shares; 2025Q2: 55,117 shares; 2025Q3: 54,279 shares; 2025Q4: 53,964 shares 53,964 $6.56M 0.21% -315 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 124,392 shares 124,392 $6.36M 0.21% new Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,163 shares; 2024Q4: 22,085 shares; 2025Q1: 28,597 shares; 2025Q2: 29,744 shares; 2025Q3: 29,483 shares; 2025Q4: 29,952 shares 29,952 $6.35M 0.21% +469 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,384 shares; 2024Q4: 77,290 shares; 2025Q1: 76,334 shares; 2025Q2: 153,432 shares; 2025Q3: 155,237 shares; 2025Q4: 157,359 shares 157,359 $6.31M 0.21% +2,122 Timeline IJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 187,968 shares 187,968 $6.3M 0.21% new 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: 7,290 shares; 2024Q4: 11,561 shares; 2025Q1: 14,145 shares; 2025Q2: 13,971 shares; 2025Q3: 83,376 shares; 2025Q4: 83,696 shares 83,696 $6.28M 0.21% +320 Timeline FEZ SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,901 shares; 2024Q4: 39,677 shares; 2025Q1: 54,864 shares; 2025Q2: 69,046 shares; 2025Q3: 91,964 shares; 2025Q4: 97,425 shares 97,425 $6.27M 0.21% +5,461 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: 36,631 shares; 2024Q4: 37,458 shares; 2025Q1: 43,307 shares; 2025Q2: 47,588 shares; 2025Q3: 45,038 shares; 2025Q4: 48,041 shares 48,041 $6.2M 0.2% +3,003 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: 57,742 shares; 2024Q4: 60,218 shares; 2025Q1: 65,695 shares; 2025Q2: 56,931 shares; 2025Q3: 55,100 shares; 2025Q4: 69,165 shares 69,165 $6.19M 0.2% +14,065 Timeline GATX GATX CORP More: the full row for GATX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 25,763 shares; 2025Q1: 34,688 shares; 2025Q2: 35,117 shares; 2025Q3: 35,766 shares; 2025Q4: 36,376 shares 36,376 $6.17M 0.2% +610 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: 64,751 shares; 2024Q4: 65,929 shares; 2025Q1: 69,128 shares; 2025Q2: 68,051 shares; 2025Q3: 70,146 shares; 2025Q4: 72,719 shares 72,719 $6.12M 0.2% +2,573 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: 121,008 shares; 2024Q4: 127,048 shares; 2025Q1: 133,647 shares; 2025Q2: 155,487 shares; 2025Q3: 148,405 shares; 2025Q4: 104,016 shares 104,016 $6.07M 0.2% -44,389 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,383 shares; 2024Q4: 31,611 shares; 2025Q1: 26,795 shares; 2025Q2: 26,840 shares; 2025Q3: 27,970 shares; 2025Q4: 28,569 shares 28,569 $6.05M 0.2% +599 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,535 shares; 2024Q4: 52,878 shares; 2025Q1: 54,724 shares; 2025Q2: 56,298 shares; 2025Q3: 57,283 shares; 2025Q4: 59,365 shares 59,365 $6.05M 0.2% +2,082 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: 35,441 shares; 2024Q4: 36,111 shares; 2025Q1: 33,955 shares; 2025Q2: 34,108 shares; 2025Q3: 34,735 shares; 2025Q4: 34,862 shares 34,862 $6.05M 0.2% +127 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: 55,892 shares; 2024Q4: 57,964 shares; 2025Q1: 57,332 shares; 2025Q2: 57,355 shares; 2025Q3: 57,307 shares; 2025Q4: 62,700 shares 62,700 $6.04M 0.2% +5,393 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,777 shares; 2024Q4: 43,683 shares; 2025Q1: 44,984 shares; 2025Q2: 60,974 shares; 2025Q3: 79,270 shares; 2025Q4: 105,378 shares 105,378 $6.03M 0.2% +26,108 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,036 shares; 2024Q4: 42,384 shares; 2025Q1: 42,550 shares; 2025Q2: 42,550 shares; 2025Q3: 42,522 shares; 2025Q4: 42,522 shares 42,522 $6M 0.2% 0 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,701 shares; 2024Q4: 7,418 shares; 2025Q1: 7,293 shares; 2025Q2: 7,434 shares; 2025Q3: 7,080 shares; 2025Q4: 38,642 shares 38,642 $5.92M 0.19% +31,562 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: 12,829 shares; 2024Q4: 12,844 shares; 2025Q1: 11,485 shares; 2025Q2: 11,552 shares; 2025Q3: 11,737 shares; 2025Q4: 12,021 shares 12,021 $5.89M 0.19% +284 Timeline AOS SMITH A O CORP More: the full row for SMITH A O CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,059 shares; 2024Q4: 65,081 shares; 2025Q1: 84,838 shares; 2025Q2: 84,725 shares; 2025Q3: 85,867 shares; 2025Q4: 87,644 shares 87,644 $5.86M 0.19% +1,777 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,539 shares; 2024Q4: 6,467 shares; 2025Q1: 33,699 shares; 2025Q2: 63,344 shares; 2025Q3: 66,909 shares; 2025Q4: 136,478 shares 136,478 $5.83M 0.19% +69,569 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,248 shares; 2024Q4: 53,222 shares; 2025Q1: 55,186 shares; 2025Q2: 59,738 shares; 2025Q3: 64,840 shares; 2025Q4: 69,558 shares 69,558 $5.83M 0.19% +4,718 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: 162,950 shares; 2024Q4: 164,868 shares; 2025Q1: 152,188 shares; 2025Q2: 147,054 shares; 2025Q3: 152,215 shares; 2025Q4: 141,998 shares 141,998 $5.78M 0.19% -10,217 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,635 shares; 2024Q4: 7,780 shares; 2025Q1: 14,286 shares; 2025Q2: 26,212 shares; 2025Q3: 28,398 shares; 2025Q4: 30,203 shares 30,203 $5.77M 0.19% +1,805 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: 74,840 shares; 2024Q4: 47,318 shares; 2025Q1: 72,432 shares; 2025Q2: 76,937 shares; 2025Q3: 78,602 shares; 2025Q4: 82,778 shares 82,778 $5.75M 0.19% +4,176 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: 91,747 shares; 2024Q4: 88,272 shares; 2025Q1: 96,213 shares; 2025Q2: 100,933 shares; 2025Q3: 94,369 shares; 2025Q4: 98,556 shares 98,556 $5.68M 0.19% +4,187 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: 25,834 shares; 2024Q4: 27,380 shares; 2025Q1: 27,654 shares; 2025Q2: 30,221 shares; 2025Q3: 30,328 shares; 2025Q4: 30,444 shares 30,444 $5.58M 0.18% +116 Timeline MDB MONGODB INC More: the full row for MONGODB 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: 13,142 shares 13,142 $5.52M 0.18% new Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,239 shares; 2024Q4: 24,470 shares; 2025Q1: 23,585 shares; 2025Q2: 23,730 shares; 2025Q3: 24,147 shares; 2025Q4: 24,507 shares 24,507 $5.47M 0.18% +360 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,501 shares; 2024Q4: 35,082 shares; 2025Q1: 37,926 shares; 2025Q2: 39,185 shares; 2025Q3: 40,135 shares; 2025Q4: 41,487 shares 41,487 $5.41M 0.18% +1,352 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,467 shares; 2024Q4: 35,367 shares; 2025Q1: 33,531 shares; 2025Q2: 34,973 shares; 2025Q3: 31,224 shares; 2025Q4: 30,264 shares 30,264 $5.4M 0.18% -960 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,659 shares; 2024Q4: 29,280 shares; 2025Q1: 29,229 shares; 2025Q2: 29,572 shares; 2025Q3: 29,619 shares; 2025Q4: 30,521 shares 30,521 $5.36M 0.18% +902 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,981 shares; 2024Q4: 34,674 shares; 2025Q1: 36,702 shares; 2025Q2: 25,522 shares; 2025Q3: 29,756 shares; 2025Q4: 34,453 shares 34,453 $5.34M 0.17% +4,697 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 143,775 shares; 2024Q4: 143,287 shares; 2025Q1: 121,149 shares; 2025Q2: 112,998 shares; 2025Q3: 90,284 shares; 2025Q4: 97,377 shares 97,377 $5.33M 0.17% +7,093 Timeline SNDK SANDISK CORP More: the full row for SANDISK 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: 15,587 shares; 2025Q4: 22,364 shares 22,364 $5.31M 0.17% +6,777 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,503 shares; 2024Q4: 7,645 shares; 2025Q1: 9,470 shares; 2025Q2: 14,823 shares; 2025Q3: 15,499 shares; 2025Q4: 17,342 shares 17,342 $5.27M 0.17% +1,843 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: 6,937 shares; 2024Q4: 5,454 shares; 2025Q1: 5,501 shares; 2025Q2: 5,203 shares; 2025Q3: 5,253 shares; 2025Q4: 6,072 shares 6,072 $5.24M 0.17% +819 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,144 shares; 2024Q4: 45,417 shares; 2025Q1: 45,417 shares; 2025Q2: 45,418 shares; 2025Q3: 45,368 shares; 2025Q4: 45,488 shares 45,488 $5.17M 0.17% +120 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: 196,639 shares; 2024Q4: 191,517 shares; 2025Q1: 210,756 shares; 2025Q2: 220,714 shares; 2025Q3: 198,106 shares; 2025Q4: 196,325 shares 196,325 $5.17M 0.17% -1,781 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,171 shares; 2024Q4: 3,526 shares; 2025Q1: 3,716 shares; 2025Q2: 3,824 shares; 2025Q3: 29,693 shares; 2025Q4: 37,334 shares 37,334 $5.11M 0.17% +7,641 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: 43,155 shares; 2024Q4: 41,499 shares; 2025Q1: 43,958 shares; 2025Q2: 46,414 shares; 2025Q3: 43,120 shares; 2025Q4: 44,373 shares 44,373 $5.05M 0.17% +1,253 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,566 shares; 2024Q4: 8,593 shares; 2025Q1: 10,457 shares; 2025Q2: 38,957 shares; 2025Q3: 40,170 shares; 2025Q4: 62,038 shares 62,038 $5.04M 0.16% +21,868 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: 57,829 shares; 2024Q4: 61,089 shares; 2025Q1: 63,582 shares; 2025Q2: 65,581 shares; 2025Q3: 59,153 shares; 2025Q4: 47,925 shares 47,925 $5.03M 0.16% -11,228 Timeline FLTR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 186,581 shares; 2024Q4: 185,626 shares; 2025Q1: 191,904 shares; 2025Q2: 185,657 shares; 2025Q3: 190,647 shares; 2025Q4: 196,493 shares 196,493 $5.01M 0.16% +5,846 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: 20,486 shares; 2024Q4: 19,714 shares; 2025Q1: 28,922 shares; 2025Q2: 35,845 shares; 2025Q3: 38,045 shares; 2025Q4: 41,522 shares 41,522 $4.99M 0.16% +3,477 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: 19,812 shares; 2024Q4: 20,108 shares; 2025Q1: 20,521 shares; 2025Q2: 21,636 shares; 2025Q3: 21,459 shares; 2025Q4: 21,565 shares 21,565 $4.99M 0.16% +106 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: 31,978 shares; 2024Q4: 32,606 shares; 2025Q1: 37,325 shares; 2025Q2: 41,583 shares; 2025Q3: 41,517 shares; 2025Q4: 41,526 shares 41,526 $4.87M 0.16% +9 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: 756 shares; 2024Q4: 894 shares; 2025Q1: 858 shares; 2025Q2: 975 shares; 2025Q3: 1,204 shares; 2025Q4: 8,589 shares 8,589 $4.86M 0.16% +7,385 Timeline CGMS CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,584 shares; 2024Q4: 110,681 shares; 2025Q1: 118,084 shares; 2025Q2: 147,583 shares; 2025Q3: 154,173 shares; 2025Q4: 175,333 shares 175,333 $4.84M 0.16% +21,160 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 138,929 shares; 2024Q4: 119,639 shares; 2025Q1: 154,649 shares; 2025Q2: 175,376 shares; 2025Q3: 159,206 shares; 2025Q4: 117,178 shares 117,178 $4.82M 0.16% -42,028 Timeline BUG 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: 124,850 shares; 2024Q4: 125,566 shares; 2025Q1: 131,575 shares; 2025Q2: 133,561 shares; 2025Q3: 149,646 shares; 2025Q4: 158,091 shares 158,091 $4.82M 0.16% +8,445 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97,769 shares; 2024Q4: 81,159 shares; 2025Q1: 134,903 shares; 2025Q2: 159,384 shares; 2025Q3: 159,807 shares; 2025Q4: 94,126 shares 94,126 $4.79M 0.16% -65,681 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,121 shares; 2024Q4: 75,623 shares; 2025Q1: 78,197 shares; 2025Q2: 79,449 shares; 2025Q3: 82,110 shares; 2025Q4: 84,116 shares 84,116 $4.74M 0.16% +2,006 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,941 shares; 2024Q4: 22,012 shares; 2025Q1: 22,181 shares; 2025Q2: 55,194 shares; 2025Q3: 33,386 shares; 2025Q4: 30,512 shares 30,512 $4.72M 0.15% -2,874 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,765 shares; 2024Q4: 30,867 shares; 2025Q1: 32,521 shares; 2025Q2: 41,420 shares; 2025Q3: 39,070 shares; 2025Q4: 40,207 shares 40,207 $4.71M 0.15% +1,137 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: 51,816 shares; 2024Q4: 42,957 shares; 2025Q1: 56,928 shares; 2025Q2: 58,857 shares; 2025Q3: 54,419 shares; 2025Q4: 46,632 shares 46,632 $4.63M 0.15% -7,787 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,738 shares; 2024Q4: 31,421 shares; 2025Q1: 30,992 shares; 2025Q2: 31,963 shares; 2025Q3: 33,683 shares; 2025Q4: 34,637 shares 34,637 $4.56M 0.15% +954 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: 13,167 shares; 2024Q4: 13,485 shares; 2025Q1: 13,383 shares; 2025Q2: 13,632 shares; 2025Q3: 14,009 shares; 2025Q4: 13,919 shares 13,919 $4.56M 0.15% -90 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: 43,489 shares; 2024Q4: 42,470 shares; 2025Q1: 51,439 shares; 2025Q2: 52,270 shares; 2025Q3: 59,848 shares; 2025Q4: 62,300 shares 62,300 $4.53M 0.15% +2,452 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: 31,325 shares; 2024Q4: 18,160 shares; 2025Q1: 22,247 shares; 2025Q2: 24,106 shares; 2025Q3: 27,443 shares; 2025Q4: 25,160 shares 25,160 $4.47M 0.15% -2,283 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: 7,532 shares; 2024Q4: 7,776 shares; 2025Q1: 7,000 shares; 2025Q2: 7,447 shares; 2025Q3: 9,878 shares; 2025Q4: 11,892 shares 11,892 $4.4M 0.14% +2,014 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: 32,268 shares; 2024Q4: 31,277 shares; 2025Q1: 30,167 shares; 2025Q2: 30,994 shares; 2025Q3: 31,839 shares; 2025Q4: 30,558 shares 30,558 $4.39M 0.14% -1,281 Timeline COWG PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 59,396 shares; 2025Q3: 116,490 shares; 2025Q4: 123,793 shares 123,793 $4.36M 0.14% +7,303 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,965 shares; 2024Q4: 113,000 shares; 2025Q1: 114,165 shares; 2025Q2: 127,142 shares; 2025Q3: 129,320 shares; 2025Q4: 135,459 shares 135,459 $4.34M 0.14% +6,139 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,033 shares; 2024Q4: 7,467 shares; 2025Q1: 8,436 shares; 2025Q2: 7,451 shares; 2025Q3: 7,586 shares; 2025Q4: 9,553 shares 9,553 $4.33M 0.14% +1,967 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: 40,657 shares; 2024Q4: 40,982 shares; 2025Q1: 41,452 shares; 2025Q2: 42,526 shares; 2025Q3: 43,862 shares; 2025Q4: 44,299 shares 44,299 $4.26M 0.14% +437 Timeline FMDE FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 109,833 shares; 2025Q4: 116,045 shares 116,045 $4.22M 0.14% +6,212 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: 45,247 shares; 2024Q4: 45,845 shares; 2025Q1: 44,134 shares; 2025Q2: 44,489 shares; 2025Q3: 44,279 shares; 2025Q4: 48,364 shares 48,364 $4.22M 0.14% +4,085 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,083 shares; 2024Q4: 13,132 shares; 2025Q1: 12,541 shares; 2025Q2: 12,735 shares; 2025Q3: 13,297 shares; 2025Q4: 13,463 shares 13,463 $4.2M 0.14% +166 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: 135,721 shares; 2024Q4: 139,923 shares; 2025Q1: 147,271 shares; 2025Q2: 147,127 shares; 2025Q3: 169,446 shares; 2025Q4: 168,767 shares 168,767 $4.19M 0.14% -679 Timeline RAL RALLIANT CORP More: the full row for RALLIANT 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: 14,068 shares; 2025Q3: 13,834 shares; 2025Q4: 81,902 shares 81,902 $4.17M 0.14% +68,068 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: 5,143 shares; 2025Q1: 8,318 shares; 2025Q2: 44,948 shares; 2025Q3: 39,479 shares; 2025Q4: 31,704 shares 31,704 $4.15M 0.14% -7,775 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: 12,028 shares; 2024Q4: 24,228 shares; 2025Q1: 23,619 shares; 2025Q2: 22,218 shares; 2025Q3: 21,789 shares; 2025Q4: 22,419 shares 22,419 $4.13M 0.14% +630 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: 18,327 shares; 2024Q4: 16,462 shares; 2025Q1: 19,723 shares; 2025Q2: 19,385 shares; 2025Q3: 18,171 shares; 2025Q4: 21,167 shares 21,167 $4.13M 0.13% +2,996 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,686 shares; 2024Q4: 69,258 shares; 2025Q1: 73,898 shares; 2025Q2: 75,430 shares; 2025Q3: 67,883 shares; 2025Q4: 48,873 shares 48,873 $4.1M 0.13% -19,010 Timeline FENI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 111,151 shares 111,151 $4.07M 0.13% new Timeline ISCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,416 shares; 2024Q4: 47,416 shares; 2025Q1: 47,416 shares; 2025Q2: 47,416 shares; 2025Q3: 46,496 shares; 2025Q4: 71,839 shares 71,839 $3.98M 0.13% +25,343 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,964 shares; 2024Q4: 18,256 shares; 2025Q1: 13,968 shares; 2025Q2: 13,733 shares; 2025Q3: 22,985 shares; 2025Q4: 101,164 shares 101,164 $3.96M 0.13% +78,179 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: 13,213 shares; 2024Q4: 10,810 shares; 2025Q1: 15,997 shares; 2025Q2: 16,947 shares; 2025Q3: 15,359 shares; 2025Q4: 11,190 shares 11,190 $3.92M 0.13% -4,169 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,720 shares; 2024Q4: 72,769 shares; 2025Q1: 75,522 shares; 2025Q2: 88,343 shares; 2025Q3: 84,869 shares; 2025Q4: 85,593 shares 85,593 $3.81M 0.12% +724 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,046 shares; 2024Q4: 13,196 shares; 2025Q1: 12,387 shares; 2025Q2: 52,940 shares; 2025Q3: 50,486 shares; 2025Q4: 56,848 shares 56,848 $3.77M 0.12% +6,362 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: 12,268 shares; 2024Q4: 9,996 shares; 2025Q1: 14,294 shares; 2025Q2: 13,918 shares; 2025Q3: 12,596 shares; 2025Q4: 8,416 shares 8,416 $3.75M 0.12% -4,180 Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 109,970 shares; 2024Q4: 130,048 shares; 2025Q1: 135,947 shares; 2025Q2: 166,554 shares; 2025Q3: 172,322 shares; 2025Q4: 165,029 shares 165,029 $3.74M 0.12% -7,293 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,560 shares; 2024Q4: 25,812 shares; 2025Q1: 26,372 shares; 2025Q2: 26,309 shares; 2025Q3: 30,806 shares; 2025Q4: 31,591 shares 31,591 $3.72M 0.12% +785 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: 35,922 shares; 2024Q4: 29,312 shares; 2025Q1: 32,474 shares; 2025Q2: 54,080 shares; 2025Q3: 56,690 shares; 2025Q4: 57,095 shares 57,095 $3.68M 0.12% +405 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,258 shares; 2024Q4: 61,002 shares; 2025Q1: 61,274 shares; 2025Q2: 63,639 shares; 2025Q3: 56,155 shares; 2025Q4: 46,402 shares 46,402 $3.59M 0.12% -9,753 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: 34,055 shares; 2024Q4: 33,870 shares; 2025Q1: 34,270 shares; 2025Q2: 26,325 shares; 2025Q3: 26,910 shares; 2025Q4: 29,013 shares 29,013 $3.56M 0.12% +2,103 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: 2,332 shares; 2024Q4: 2,451 shares; 2025Q1: 2,510 shares; 2025Q2: 2,291 shares; 2025Q3: 2,206 shares; 2025Q4: 2,674 shares 2,674 $3.56M 0.12% +468 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,193 shares; 2024Q4: 9,189 shares; 2025Q1: 9,271 shares; 2025Q2: 9,172 shares; 2025Q3: 12,142 shares; 2025Q4: 22,123 shares 22,123 $3.41M 0.11% +9,981 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,527 shares; 2024Q4: 7,772 shares; 2025Q1: 7,779 shares; 2025Q2: 15,068 shares; 2025Q3: 15,166 shares; 2025Q4: 15,478 shares 15,478 $3.4M 0.11% +312 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,840 shares; 2024Q4: 93,820 shares; 2025Q1: 89,397 shares; 2025Q2: 89,042 shares; 2025Q3: 89,042 shares; 2025Q4: 85,187 shares 85,187 $3.37M 0.11% -3,855 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,177 shares; 2024Q4: 23,966 shares; 2025Q1: 25,207 shares; 2025Q2: 28,877 shares; 2025Q3: 29,468 shares; 2025Q4: 29,750 shares 29,750 $3.36M 0.11% +282 Timeline CELH CELSIUS HLDGS INC More: the full row for CELSIUS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,605 shares; 2024Q4: 7,813 shares; 2025Q1: 19,797 shares; 2025Q2: 95,249 shares; 2025Q3: 86,317 shares; 2025Q4: 73,334 shares 73,334 $3.35M 0.11% -12,983 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: 163,400 shares; 2024Q4: 142,749 shares; 2025Q1: 179,588 shares; 2025Q2: 187,318 shares; 2025Q3: 156,911 shares; 2025Q4: 111,142 shares 111,142 $3.32M 0.11% -45,769 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: 35,727 shares; 2024Q4: 27,124 shares; 2025Q1: 39,752 shares; 2025Q2: 47,049 shares; 2025Q3: 44,318 shares; 2025Q4: 33,826 shares 33,826 $3.31M 0.11% -10,492 Timeline JEPQ 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: 7,239 shares; 2024Q4: 14,812 shares; 2025Q1: 14,394 shares; 2025Q2: 37,649 shares; 2025Q3: 53,434 shares; 2025Q4: 56,878 shares 56,878 $3.31M 0.11% +3,444 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: 10,570 shares; 2024Q4: 11,359 shares; 2025Q1: 11,575 shares; 2025Q2: 11,717 shares; 2025Q3: 12,158 shares; 2025Q4: 12,035 shares 12,035 $3.29M 0.11% -123 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,701 shares; 2024Q4: 4,918 shares; 2025Q1: 14,542 shares; 2025Q2: 30,086 shares; 2025Q3: 30,647 shares; 2025Q4: 29,837 shares 29,837 $3.28M 0.11% -810 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,026 shares; 2024Q4: 2,024 shares; 2025Q1: 2,405 shares; 2025Q2: 2,668 shares; 2025Q3: 2,821 shares; 2025Q4: 2,964 shares 2,964 $3.17M 0.1% +143 Timeline Z ZILLOW GROUP INC More: the full row for ZILLOW GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,225 shares; 2024Q4: 44,678 shares; 2025Q1: 44,019 shares; 2025Q2: 44,245 shares; 2025Q3: 40,828 shares; 2025Q4: 45,724 shares 45,724 $3.12M 0.1% +4,896 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,062 shares; 2024Q4: 129,294 shares; 2025Q1: 155,628 shares; 2025Q2: 190,758 shares; 2025Q3: 191,765 shares; 2025Q4: 187,066 shares 187,066 $3.08M 0.1% -4,699 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,704 shares; 2024Q4: 35,393 shares; 2025Q1: 36,556 shares; 2025Q2: 43,142 shares; 2025Q3: 44,769 shares; 2025Q4: 45,631 shares 45,631 $3.05M 0.1% +862 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: 24,391 shares; 2024Q4: 19,742 shares; 2025Q1: 19,752 shares; 2025Q2: 20,910 shares; 2025Q3: 21,675 shares; 2025Q4: 24,319 shares 24,319 $3.05M 0.1% +2,644 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,073 shares; 2024Q4: 23,497 shares; 2025Q1: 34,843 shares; 2025Q2: 27,405 shares; 2025Q3: 27,819 shares; 2025Q4: 28,149 shares 28,149 $3.02M 0.1% +330 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,873 shares; 2024Q4: 100,568 shares; 2025Q1: 101,823 shares; 2025Q2: 100,338 shares; 2025Q3: 99,557 shares; 2025Q4: 97,264 shares 97,264 $3.01M 0.1% -2,293 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,743 shares; 2024Q4: 29,396 shares; 2025Q1: 30,591 shares; 2025Q2: 26,247 shares; 2025Q3: 26,941 shares; 2025Q4: 28,506 shares 28,506 $3.01M 0.1% +1,565 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: 7,648 shares; 2024Q4: 7,512 shares; 2025Q1: 7,404 shares; 2025Q2: 7,345 shares; 2025Q3: 7,456 shares; 2025Q4: 7,830 shares 7,830 $3M 0.1% +374 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: 7,123 shares; 2024Q4: 7,036 shares; 2025Q1: 8,778 shares; 2025Q2: 8,356 shares; 2025Q3: 9,352 shares; 2025Q4: 9,737 shares 9,737 $3M 0.1% +385 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,386 shares; 2024Q4: 13,386 shares; 2025Q1: 20,904 shares; 2025Q2: 35,060 shares; 2025Q3: 35,433 shares; 2025Q4: 36,128 shares 36,128 $2.99M 0.1% +695 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,385 shares; 2024Q4: 16,229 shares; 2025Q1: 15,205 shares; 2025Q2: 15,588 shares; 2025Q3: 33,534 shares; 2025Q4: 52,607 shares 52,607 $2.99M 0.1% +19,073 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,335 shares; 2024Q4: 9,561 shares; 2025Q1: 10,042 shares; 2025Q2: 11,680 shares; 2025Q3: 12,080 shares; 2025Q4: 12,060 shares 12,060 $2.97M 0.1% -20 Timeline CFA VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,972 shares; 2024Q4: 34,092 shares; 2025Q1: 34,579 shares; 2025Q2: 34,426 shares; 2025Q3: 33,434 shares; 2025Q4: 32,625 shares 32,625 $2.97M 0.1% -809 Timeline MSM MSC INDL DIRECT INC More: the full row for MSC INDL DIRECT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,231 shares; 2024Q4: 25,220 shares; 2025Q1: 26,896 shares; 2025Q2: 33,620 shares; 2025Q3: 34,085 shares; 2025Q4: 34,263 shares 34,263 $2.88M 0.09% +178 Timeline FTV FORTIVE CORP More: the full row for FORTIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,256 shares; 2024Q4: 32,011 shares; 2025Q1: 37,308 shares; 2025Q2: 42,658 shares; 2025Q3: 41,894 shares; 2025Q4: 51,893 shares 51,893 $2.87M 0.09% +9,999 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,416 shares; 2025Q4: 18,719 shares 18,719 $2.86M 0.09% +1,303 Timeline SGOV 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: 2,235 shares; 2024Q4: 5,109 shares; 2025Q1: 6,945 shares; 2025Q2: 12,823 shares; 2025Q3: 14,671 shares; 2025Q4: 28,349 shares 28,349 $2.85M 0.09% +13,678 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: 22,672 shares; 2024Q4: 22,943 shares; 2025Q1: 20,925 shares; 2025Q2: 20,383 shares; 2025Q3: 25,371 shares; 2025Q4: 30,124 shares 30,124 $2.81M 0.09% +4,753 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,687 shares; 2024Q4: 18,980 shares; 2025Q1: 29,983 shares; 2025Q2: 29,733 shares; 2025Q3: 34,841 shares; 2025Q4: 41,625 shares 41,625 $2.8M 0.09% +6,784 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: 7,758 shares; 2024Q4: 7,934 shares; 2025Q1: 8,181 shares; 2025Q2: 7,924 shares; 2025Q3: 8,106 shares; 2025Q4: 8,106 shares 8,106 $2.79M 0.09% 0 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: 5,204 shares; 2024Q4: 6,132 shares; 2025Q1: 7,100 shares; 2025Q2: 3,057 shares; 2025Q3: 3,866 shares; 2025Q4: 4,193 shares 4,193 $2.74M 0.09% +327 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,845 shares; 2024Q4: 39,148 shares; 2025Q1: 40,105 shares; 2025Q2: 44,222 shares; 2025Q3: 43,746 shares; 2025Q4: 48,281 shares 48,281 $2.74M 0.09% +4,535 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,735 shares; 2024Q4: 11,899 shares; 2025Q1: 27,421 shares; 2025Q2: 27,380 shares; 2025Q3: 37,001 shares; 2025Q4: 38,152 shares 38,152 $2.73M 0.09% +1,151 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: 33,793 shares; 2024Q4: 33,554 shares; 2025Q1: 29,526 shares; 2025Q2: 26,981 shares; 2025Q3: 26,884 shares; 2025Q4: 16,817 shares 16,817 $2.71M 0.09% -10,067 Timeline INGR INGREDION INC More: the full row for INGREDION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,218 shares; 2024Q4: 35,428 shares; 2025Q1: 38,408 shares; 2025Q2: 38,734 shares; 2025Q3: 34,947 shares; 2025Q4: 24,165 shares 24,165 $2.66M 0.09% -10,782 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,492 shares; 2024Q4: 57,650 shares; 2025Q1: 61,936 shares; 2025Q2: 63,182 shares; 2025Q3: 63,010 shares; 2025Q4: 71,217 shares 71,217 $2.66M 0.09% +8,207 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: 32,807 shares; 2024Q4: 32,609 shares; 2025Q1: 32,754 shares; 2025Q2: 30,942 shares; 2025Q3: 28,230 shares; 2025Q4: 27,985 shares 27,985 $2.64M 0.09% -245 Timeline QDPL PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,580 shares; 2024Q4: 64,036 shares; 2025Q1: 63,382 shares; 2025Q2: 58,183 shares; 2025Q3: 59,582 shares; 2025Q4: 61,169 shares 61,169 $2.6M 0.09% +1,587 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,032 shares; 2024Q4: 31,032 shares; 2025Q1: 30,390 shares; 2025Q2: 30,265 shares; 2025Q3: 30,090 shares; 2025Q4: 30,090 shares 30,090 $2.6M 0.08% 0 Timeline SPSM 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: 50,178 shares; 2024Q4: 49,975 shares; 2025Q1: 53,121 shares; 2025Q2: 50,832 shares; 2025Q3: 50,670 shares; 2025Q4: 55,020 shares 55,020 $2.58M 0.08% +4,350 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: 11,618 shares; 2024Q4: 12,371 shares; 2025Q1: 16,149 shares; 2025Q2: 18,653 shares; 2025Q3: 18,954 shares; 2025Q4: 18,654 shares 18,654 $2.57M 0.08% -300 Timeline ETSY ETSY INC More: the full row for ETSY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,128 shares; 2024Q4: 24,241 shares; 2025Q1: 46,919 shares; 2025Q2: 61,427 shares; 2025Q3: 55,934 shares; 2025Q4: 46,368 shares 46,368 $2.57M 0.08% -9,566 Timeline QYLD 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: 22,930 shares; 2024Q4: 28,518 shares; 2025Q1: 26,534 shares; 2025Q2: 16,355 shares; 2025Q3: 32,478 shares; 2025Q4: 143,455 shares 143,455 $2.53M 0.08% +110,977 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,438 shares; 2024Q4: 18,705 shares; 2025Q1: 18,297 shares; 2025Q2: 17,977 shares; 2025Q3: 17,830 shares; 2025Q4: 17,889 shares 17,889 $2.52M 0.08% +59 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,979 shares; 2024Q4: 9,931 shares; 2025Q1: 11,296 shares; 2025Q2: 15,892 shares; 2025Q3: 18,044 shares; 2025Q4: 18,219 shares 18,219 $2.51M 0.08% +175 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: 7,733 shares; 2024Q4: 7,226 shares; 2025Q1: 7,273 shares; 2025Q2: 6,873 shares; 2025Q3: 9,061 shares; 2025Q4: 9,207 shares 9,207 $2.5M 0.08% +146 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,175 shares; 2024Q4: 6,130 shares; 2025Q1: 6,077 shares; 2025Q2: 4,337 shares; 2025Q3: 4,467 shares; 2025Q4: 4,515 shares 4,515 $2.49M 0.08% +48 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: 10,995 shares; 2024Q4: 9,976 shares; 2025Q1: 10,627 shares; 2025Q2: 22,923 shares; 2025Q3: 33,957 shares; 2025Q4: 24,894 shares 24,894 $2.49M 0.08% -9,063 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,099 shares; 2024Q4: 30,749 shares; 2025Q1: 31,164 shares; 2025Q2: 33,529 shares; 2025Q3: 33,243 shares; 2025Q4: 31,488 shares 31,488 $2.45M 0.08% -1,755 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: 15,890 shares; 2024Q4: 15,037 shares; 2025Q1: 15,076 shares; 2025Q2: 18,213 shares; 2025Q3: 16,699 shares; 2025Q4: 15,203 shares 15,203 $2.44M 0.08% -1,496 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: 9,862 shares; 2025Q4: 13,966 shares 13,966 $2.41M 0.08% +4,104 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: 5,897 shares; 2024Q4: 6,153 shares; 2025Q1: 5,828 shares; 2025Q2: 6,068 shares; 2025Q3: 6,887 shares; 2025Q4: 7,139 shares 7,139 $2.4M 0.08% +252 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: 77,238 shares; 2024Q4: 76,766 shares; 2025Q1: 80,136 shares; 2025Q2: 104,487 shares; 2025Q3: 106,330 shares; 2025Q4: 107,115 shares 107,115 $2.39M 0.08% +785 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: 21,865 shares; 2024Q4: 20,361 shares; 2025Q1: 13,082 shares; 2025Q2: 13,165 shares; 2025Q3: 13,119 shares; 2025Q4: 14,657 shares 14,657 $2.38M 0.08% +1,538 Timeline OC OWENS CORNING NEW More: the full row for OWENS CORNING NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 35,871 shares; 2025Q3: 32,148 shares; 2025Q4: 20,493 shares 20,493 $2.29M 0.08% -11,655 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,733 shares; 2024Q4: 22,198 shares; 2025Q1: 22,795 shares; 2025Q2: 21,819 shares; 2025Q3: 22,445 shares; 2025Q4: 22,624 shares 22,624 $2.28M 0.07% +179 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,239 shares; 2024Q4: 29,925 shares; 2025Q1: 29,639 shares; 2025Q2: 15,029 shares; 2025Q3: 16,182 shares; 2025Q4: 25,996 shares 25,996 $2.27M 0.07% +9,814 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: 8,773 shares; 2024Q4: 5,682 shares; 2025Q1: 9,070 shares; 2025Q2: 10,965 shares; 2025Q3: 11,377 shares; 2025Q4: 10,333 shares 10,333 $2.24M 0.07% -1,044 Timeline JBTM JBT MAREL CORPORATION More: the full row for JBT MAREL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,880 shares; 2024Q4: 12,073 shares; 2025Q1: 13,730 shares; 2025Q2: 15,547 shares; 2025Q3: 15,285 shares; 2025Q4: 14,886 shares 14,886 $2.24M 0.07% -399 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: 16,860 shares; 2024Q4: 12,701 shares; 2025Q1: 12,737 shares; 2025Q2: 12,740 shares; 2025Q3: 12,841 shares; 2025Q4: 12,841 shares 12,841 $2.19M 0.07% 0 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,972 shares; 2024Q4: 3,975 shares; 2025Q1: 4,039 shares; 2025Q2: 3,834 shares; 2025Q3: 4,062 shares; 2025Q4: 4,543 shares 4,543 $2.18M 0.07% +481 Timeline EPI 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: 73,929 shares; 2024Q4: 76,848 shares; 2025Q1: 81,176 shares; 2025Q2: 81,736 shares; 2025Q3: 47,468 shares; 2025Q4: 46,794 shares 46,794 $2.17M 0.07% -674 Timeline VALE VALE S A More: the full row for VALE S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 111,555 shares; 2024Q4: 44,217 shares; 2025Q1: 138,600 shares; 2025Q2: 149,935 shares; 2025Q3: 169,375 shares; 2025Q4: 164,710 shares 164,710 $2.15M 0.07% -4,665 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: 3,749 shares; 2024Q4: 4,513 shares; 2025Q1: 5,640 shares; 2025Q2: 2,754 shares; 2025Q3: 2,838 shares; 2025Q4: 2,296 shares 2,296 $2.14M 0.07% -542 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: 11,443 shares; 2024Q4: 11,334 shares; 2025Q1: 10,523 shares; 2025Q2: 9,928 shares; 2025Q3: 9,970 shares; 2025Q4: 10,152 shares 10,152 $2.12M 0.07% +182 Timeline BIL 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: 17,542 shares; 2024Q4: 20,186 shares; 2025Q1: 20,700 shares; 2025Q2: 18,382 shares; 2025Q3: 20,910 shares; 2025Q4: 23,088 shares 23,088 $2.11M 0.07% +2,178 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: 13,810 shares; 2024Q4: 13,667 shares; 2025Q1: 13,326 shares; 2025Q2: 12,288 shares; 2025Q3: 12,188 shares; 2025Q4: 12,718 shares 12,718 $2.07M 0.07% +530 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: 2,547 shares; 2024Q4: 2,386 shares; 2025Q1: 2,499 shares; 2025Q2: 2,524 shares; 2025Q3: 2,590 shares; 2025Q4: 4,418 shares 4,418 $2.06M 0.07% +1,828 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,664 shares; 2024Q4: 29,949 shares; 2025Q1: 34,352 shares; 2025Q2: 31,239 shares; 2025Q3: 34,673 shares; 2025Q4: 37,471 shares 37,471 $2.05M 0.07% +2,798 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: 40,728 shares; 2024Q4: 41,114 shares; 2025Q1: 40,040 shares; 2025Q2: 38,876 shares; 2025Q3: 39,890 shares; 2025Q4: 41,533 shares 41,533 $2.04M 0.07% +1,643 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,412 shares; 2024Q4: 36,285 shares; 2025Q1: 31,180 shares; 2025Q2: 30,479 shares; 2025Q3: 29,533 shares; 2025Q4: 43,264 shares 43,264 $1.99M 0.07% +13,731 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,721 shares; 2024Q4: 7,171 shares; 2025Q1: 8,400 shares; 2025Q2: 9,985 shares; 2025Q3: 20,749 shares; 2025Q4: 23,140 shares 23,140 $1.97M 0.06% +2,391 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,735 shares; 2024Q4: 17,749 shares; 2025Q1: 30,027 shares; 2025Q2: 18,456 shares; 2025Q3: 17,444 shares; 2025Q4: 17,382 shares 17,382 $1.92M 0.06% -62 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,504 shares; 2024Q4: 22,591 shares; 2025Q1: 26,544 shares; 2025Q2: 24,791 shares; 2025Q3: 25,932 shares; 2025Q4: 25,976 shares 25,976 $1.91M 0.06% +44 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,963 shares; 2024Q4: 14,558 shares; 2025Q1: 14,335 shares; 2025Q2: 12,572 shares; 2025Q3: 12,555 shares; 2025Q4: 14,966 shares 14,966 $1.91M 0.06% +2,411 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: 26,300 shares; 2024Q4: 25,916 shares; 2025Q1: 28,184 shares; 2025Q2: 29,372 shares; 2025Q3: 30,224 shares; 2025Q4: 32,415 shares 32,415 $1.9M 0.06% +2,191 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: 164,129 shares; 2024Q4: 154,864 shares; 2025Q1: 163,054 shares; 2025Q2: 71,001 shares; 2025Q3: 75,357 shares; 2025Q4: 76,028 shares 76,028 $1.89M 0.06% +671 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,128 shares; 2024Q4: 5,176 shares; 2025Q1: 5,385 shares; 2025Q2: 5,285 shares; 2025Q3: 5,456 shares; 2025Q4: 5,593 shares 5,593 $1.88M 0.06% +137 Timeline GMAB GENMAB A/S More: the full row for GENMAB A/S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,288 shares; 2024Q4: 16,620 shares; 2025Q1: 52,037 shares; 2025Q2: 64,925 shares; 2025Q3: 67,343 shares; 2025Q4: 61,027 shares 61,027 $1.88M 0.06% -6,316 Timeline AYI ACUITY INC More: the full row for ACUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,888 shares; 2024Q4: 5,465 shares; 2025Q1: 5,518 shares; 2025Q2: 5,302 shares; 2025Q3: 5,491 shares; 2025Q4: 5,210 shares 5,210 $1.88M 0.06% -281 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,980 shares; 2024Q4: 5,450 shares; 2025Q1: 7,090 shares; 2025Q2: 8,292 shares; 2025Q3: 8,764 shares; 2025Q4: 8,756 shares 8,756 $1.87M 0.06% -8 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,617 shares; 2024Q4: 25,482 shares; 2025Q1: 21,455 shares; 2025Q2: 30,127 shares; 2025Q3: 20,563 shares; 2025Q4: 41,366 shares 41,366 $1.85M 0.06% +20,803 Timeline OSIS OSI SYSTEMS INC More: the full row for OSI SYSTEMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,777 shares; 2024Q4: 10,016 shares; 2025Q1: 7,442 shares; 2025Q2: 6,929 shares; 2025Q3: 7,401 shares; 2025Q4: 7,193 shares 7,193 $1.83M 0.06% -208 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,161 shares; 2024Q4: 8,119 shares; 2025Q1: 8,624 shares; 2025Q2: 8,588 shares; 2025Q3: 8,281 shares; 2025Q4: 8,149 shares 8,149 $1.83M 0.06% -132 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,998 shares; 2024Q4: not reported; 2025Q1: 9,913 shares; 2025Q2: 11,778 shares; 2025Q3: 14,351 shares; 2025Q4: 24,148 shares 24,148 $1.82M 0.06% +9,797 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: 53,264 shares; 2024Q4: 52,163 shares; 2025Q1: 51,210 shares; 2025Q2: 66,390 shares; 2025Q3: 66,806 shares; 2025Q4: 66,023 shares 66,023 $1.81M 0.06% -783 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: 13,132 shares; 2024Q4: 15,751 shares; 2025Q1: 18,945 shares; 2025Q2: 19,918 shares; 2025Q3: 28,289 shares; 2025Q4: 28,110 shares 28,110 $1.79M 0.06% -179 Timeline SFBS SERVISFIRST BANCSHARES INC More: the full row for SERVISFIRST BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,777 shares 24,777 $1.78M 0.06% new Timeline PAYC PAYCOM SOFTWARE INC More: the full row for PAYCOM SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,029 shares; 2024Q4: 12,821 shares; 2025Q1: 14,450 shares; 2025Q2: 13,814 shares; 2025Q3: 13,294 shares; 2025Q4: 11,122 shares 11,122 $1.77M 0.06% -2,172 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 26,593 shares; 2025Q3: 35,312 shares; 2025Q4: 40,334 shares 40,334 $1.76M 0.06% +5,022 Timeline MGC 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: 11,303 shares; 2024Q4: 6,032 shares; 2025Q1: 6,124 shares; 2025Q2: 6,282 shares; 2025Q3: 6,989 shares; 2025Q4: 6,988 shares 6,988 $1.76M 0.06% -1 Timeline PIPR PIPER SANDLER COS More: the full row for PIPER SANDLER COS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,025 shares; 2025Q1: 4,553 shares; 2025Q2: 5,063 shares; 2025Q3: 5,229 shares; 2025Q4: 5,124 shares 5,124 $1.74M 0.06% -105 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: not reported; 2024Q4: not reported; 2025Q1: 14,579 shares; 2025Q2: 22,321 shares; 2025Q3: 34,284 shares; 2025Q4: 34,284 shares 34,284 $1.73M 0.06% 0 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,695 shares; 2024Q4: 1,918 shares; 2025Q1: 3,711 shares; 2025Q2: 7,607 shares; 2025Q3: 7,931 shares; 2025Q4: 8,625 shares 8,625 $1.71M 0.06% +694 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: 24,722 shares; 2024Q4: 23,843 shares; 2025Q1: 26,007 shares; 2025Q2: 24,087 shares; 2025Q3: 25,055 shares; 2025Q4: 31,756 shares 31,756 $1.71M 0.06% +6,701 Timeline AVA AVISTA CORP More: the full row for AVISTA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,339 shares; 2024Q4: 51,890 shares; 2025Q1: 48,091 shares; 2025Q2: 46,945 shares; 2025Q3: 48,227 shares; 2025Q4: 44,063 shares 44,063 $1.7M 0.06% -4,164 Timeline WT WISDOMTREE INC More: the full row for WISDOMTREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,712 shares; 2024Q4: 98,807 shares; 2025Q1: 100,084 shares; 2025Q2: 124,851 shares; 2025Q3: 128,924 shares; 2025Q4: 138,589 shares 138,589 $1.69M 0.06% +9,665 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,952 shares; 2024Q4: 3,425 shares; 2025Q1: 3,725 shares; 2025Q2: 2,634 shares; 2025Q3: 2,815 shares; 2025Q4: 2,751 shares 2,751 $1.68M 0.06% -64 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,989 shares; 2024Q4: 24,351 shares; 2025Q1: 20,877 shares; 2025Q2: 20,914 shares; 2025Q3: 22,511 shares; 2025Q4: 22,706 shares 22,706 $1.68M 0.06% +195 Timeline POR PORTLAND GEN ELEC CO More: the full row for PORTLAND GEN ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,203 shares; 2024Q4: 39,151 shares; 2025Q1: 36,686 shares; 2025Q2: 39,788 shares; 2025Q3: 39,423 shares; 2025Q4: 35,034 shares 35,034 $1.68M 0.06% -4,389 Timeline VCLT 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,557 shares; 2025Q4: 22,048 shares 22,048 $1.67M 0.05% +16,491 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: 6,034 shares; 2024Q4: 5,636 shares; 2025Q1: 5,044 shares; 2025Q2: 5,846 shares; 2025Q3: 6,355 shares; 2025Q4: 7,636 shares 7,636 $1.66M 0.05% +1,281 Timeline CYBERARK SOFTWARE LTD/ISRAEL CYBERARK SOFTWARE LTD/ISRAEL More: the full row for CYBERARK SOFTWARE LTD/ISRAEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,419 shares; 2024Q4: 5,916 shares; 2025Q1: 5,190 shares; 2025Q2: 3,859 shares; 2025Q3: 3,884 shares; 2025Q4: 3,713 shares 3,713 $1.66M 0.05% -171 VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,932 shares; 2024Q4: 2,519 shares; 2025Q1: 9,087 shares; 2025Q2: 11,567 shares; 2025Q3: 10,615 shares; 2025Q4: 10,198 shares 10,198 $1.65M 0.05% -417 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: 22,282 shares; 2024Q4: 18,931 shares; 2025Q1: 42,188 shares; 2025Q2: 81,664 shares; 2025Q3: 84,880 shares; 2025Q4: 26,428 shares 26,428 $1.65M 0.05% -58,452 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: 4,374 shares; 2024Q4: 4,092 shares; 2025Q1: 4,102 shares; 2025Q2: 4,180 shares; 2025Q3: 5,443 shares; 2025Q4: 5,623 shares 5,623 $1.62M 0.05% +180 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS 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: 20,596 shares; 2025Q3: 26,998 shares; 2025Q4: 30,402 shares 30,402 $1.6M 0.05% +3,404 Timeline DJD 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: 29,232 shares; 2024Q4: 29,175 shares; 2025Q1: 28,857 shares; 2025Q2: 27,321 shares; 2025Q3: 27,661 shares; 2025Q4: 27,648 shares 27,648 $1.58M 0.05% -13 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: 3,212 shares; 2024Q4: 3,343 shares; 2025Q1: 3,325 shares; 2025Q2: 3,069 shares; 2025Q3: 4,629 shares; 2025Q4: 5,717 shares 5,717 $1.57M 0.05% +1,088 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,914 shares; 2024Q4: 15,862 shares; 2025Q1: 16,728 shares; 2025Q2: 19,443 shares; 2025Q3: 27,999 shares; 2025Q4: 32,504 shares 32,504 $1.57M 0.05% +4,505 Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,103 shares; 2024Q4: 9,176 shares; 2025Q1: 8,736 shares; 2025Q2: 5,024 shares; 2025Q3: 18,800 shares; 2025Q4: 35,396 shares 35,396 $1.57M 0.05% +16,596 Timeline SXI STANDEX INTL CORP More: the full row for STANDEX INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,215 shares; 2024Q4: 7,045 shares; 2025Q1: 6,765 shares; 2025Q2: 7,240 shares; 2025Q3: 7,581 shares; 2025Q4: 7,146 shares 7,146 $1.55M 0.05% -435 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,881 shares; 2024Q4: 5,477 shares; 2025Q1: 6,209 shares; 2025Q2: 6,301 shares; 2025Q3: 9,921 shares; 2025Q4: 11,004 shares 11,004 $1.55M 0.05% +1,083 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 76,699 shares; 2025Q1: 53,292 shares; 2025Q2: 43,074 shares; 2025Q3: 38,623 shares; 2025Q4: 34,914 shares 34,914 $1.55M 0.05% -3,709 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: 13,047 shares; 2024Q4: 11,370 shares; 2025Q1: 11,212 shares; 2025Q2: 10,983 shares; 2025Q3: 10,887 shares; 2025Q4: 10,423 shares 10,423 $1.55M 0.05% -464 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: 6,428 shares; 2024Q4: 6,211 shares; 2025Q1: 9,408 shares; 2025Q2: 10,941 shares; 2025Q3: 17,300 shares; 2025Q4: 19,653 shares 19,653 $1.55M 0.05% +2,353 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: 11,399 shares; 2024Q4: 9,111 shares; 2025Q1: 9,045 shares; 2025Q2: 8,833 shares; 2025Q3: 8,705 shares; 2025Q4: 8,725 shares 8,725 $1.55M 0.05% +20 Timeline PPH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,860 shares; 2024Q4: 32,017 shares; 2025Q1: 36,363 shares; 2025Q2: 37,495 shares; 2025Q3: 15,031 shares; 2025Q4: 14,920 shares 14,920 $1.54M 0.05% -111 Timeline QUS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,399 shares; 2024Q4: 11,066 shares; 2025Q1: 8,958 shares; 2025Q2: 8,861 shares; 2025Q3: 8,829 shares; 2025Q4: 8,732 shares 8,732 $1.52M 0.05% -97 Timeline LBRT LIBERTY ENERGY INC More: the full row for LIBERTY ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,205 shares; 2024Q4: 55,293 shares; 2025Q1: 108,109 shares; 2025Q2: 126,738 shares; 2025Q3: 113,779 shares; 2025Q4: 81,577 shares 81,577 $1.51M 0.05% -32,202 Timeline INTA INTAPP INC More: the full row for INTAPP 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: 25,761 shares; 2025Q3: 41,440 shares; 2025Q4: 32,774 shares 32,774 $1.5M 0.05% -8,666 Timeline MMSI MERIT MED SYS INC More: the full row for MERIT MED SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,743 shares; 2024Q4: 16,201 shares; 2025Q1: 16,494 shares; 2025Q2: 17,865 shares; 2025Q3: 20,018 shares; 2025Q4: 17,022 shares 17,022 $1.5M 0.05% -2,996 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: 11,219 shares; 2024Q4: 11,752 shares; 2025Q1: 11,729 shares; 2025Q2: 12,403 shares; 2025Q3: 12,179 shares; 2025Q4: 11,297 shares 11,297 $1.5M 0.05% -882 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,740 shares; 2024Q4: 11,245 shares; 2025Q1: 10,165 shares; 2025Q2: 10,368 shares; 2025Q3: 15,444 shares; 2025Q4: 16,879 shares 16,879 $1.48M 0.05% +1,435 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: 5,516 shares; 2024Q4: 3,770 shares; 2025Q1: 5,460 shares; 2025Q2: 3,863 shares; 2025Q3: 4,284 shares; 2025Q4: 4,167 shares 4,167 $1.47M 0.05% -117 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 585 shares; 2024Q4: 624 shares; 2025Q1: 651 shares; 2025Q2: 690 shares; 2025Q3: 674 shares; 2025Q4: 719 shares 719 $1.45M 0.05% +45 Timeline UFPT UFP TECHNOLOGIES INC More: the full row for UFP TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 921 shares; 2025Q1: 7,111 shares; 2025Q2: 7,800 shares; 2025Q3: 7,973 shares; 2025Q4: 6,409 shares 6,409 $1.42M 0.05% -1,564 Timeline SANM SANMINA CORP More: the full row for SANMINA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,417 shares 9,417 $1.41M 0.05% new Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,971 shares; 2025Q2: 13,522 shares; 2025Q3: 11,335 shares; 2025Q4: 11,340 shares 11,340 $1.41M 0.05% +5 Timeline GEF GREIF INC More: the full row for GREIF INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,970 shares; 2024Q4: 17,209 shares; 2025Q1: 17,771 shares; 2025Q2: 19,937 shares; 2025Q3: 21,387 shares; 2025Q4: 20,800 shares 20,800 $1.41M 0.05% -587 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,966 shares; 2024Q4: 20,619 shares; 2025Q1: 24,080 shares; 2025Q2: 24,705 shares; 2025Q3: 28,868 shares; 2025Q4: 32,784 shares 32,784 $1.41M 0.05% +3,916 Timeline SPBO 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: 21,916 shares; 2024Q4: 22,432 shares; 2025Q1: 26,919 shares; 2025Q2: 31,275 shares; 2025Q3: 28,787 shares; 2025Q4: 47,453 shares 47,453 $1.39M 0.05% +18,666 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,713 shares; 2024Q4: 7,485 shares; 2025Q1: 8,152 shares; 2025Q2: 8,516 shares; 2025Q3: 15,063 shares; 2025Q4: 16,687 shares 16,687 $1.38M 0.05% +1,624 Timeline IBP INSTALLED BLDG PRODS INC More: the full row for INSTALLED BLDG PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,643 shares; 2024Q4: 4,198 shares; 2025Q1: 7,647 shares; 2025Q2: 8,666 shares; 2025Q3: 7,292 shares; 2025Q4: 5,280 shares 5,280 $1.37M 0.04% -2,012 Timeline GTES GATES INDL CORP PLC More: the full row for GATES INDL CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,555 shares; 2024Q4: 82,733 shares; 2025Q1: 67,524 shares; 2025Q2: 58,904 shares; 2025Q3: 64,783 shares; 2025Q4: 63,061 shares 63,061 $1.35M 0.04% -1,722 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,948 shares; 2024Q4: 4,834 shares; 2025Q1: 4,160 shares; 2025Q2: 4,175 shares; 2025Q3: 4,160 shares; 2025Q4: 4,478 shares 4,478 $1.35M 0.04% +318 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,360 shares; 2024Q4: 7,268 shares; 2025Q1: 8,262 shares; 2025Q2: 9,157 shares; 2025Q3: 9,589 shares; 2025Q4: 9,575 shares 9,575 $1.35M 0.04% -14 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: 5,529 shares; 2024Q4: 4,573 shares; 2025Q1: 5,971 shares; 2025Q2: 5,765 shares; 2025Q3: 9,790 shares; 2025Q4: 11,096 shares 11,096 $1.35M 0.04% +1,306 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,597 shares; 2024Q4: 6,615 shares; 2025Q1: 5,926 shares; 2025Q2: 5,667 shares; 2025Q3: 6,174 shares; 2025Q4: 6,378 shares 6,378 $1.35M 0.04% +204 Timeline MWA MUELLER WTR PRODS INC More: the full row for MUELLER WTR PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 35,479 shares; 2025Q2: 60,323 shares; 2025Q3: 62,057 shares; 2025Q4: 55,977 shares 55,977 $1.33M 0.04% -6,080 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,344 shares; 2025Q2: 8,044 shares; 2025Q3: 6,129 shares; 2025Q4: 4,488 shares 4,488 $1.33M 0.04% -1,641 Timeline SIL 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: 18,759 shares; 2024Q4: 16,710 shares; 2025Q1: 16,590 shares; 2025Q2: 16,433 shares; 2025Q3: 16,433 shares; 2025Q4: 15,880 shares 15,880 $1.33M 0.04% -553 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: 6,557 shares; 2024Q4: 6,193 shares; 2025Q1: 5,983 shares; 2025Q2: 5,982 shares; 2025Q3: 5,643 shares; 2025Q4: 1,622 shares 1,622 $1.31M 0.04% -4,021 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,843 shares; 2024Q4: 2,016 shares; 2025Q1: 2,206 shares; 2025Q2: 2,535 shares; 2025Q3: 2,799 shares; 2025Q4: 3,732 shares 3,732 $1.31M 0.04% +933 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: 25,479 shares; 2024Q4: 22,685 shares; 2025Q1: 20,287 shares; 2025Q2: 22,438 shares; 2025Q3: 22,101 shares; 2025Q4: 21,616 shares 21,616 $1.3M 0.04% -485 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 504 shares; 2024Q4: 524 shares; 2025Q1: 1,219 shares; 2025Q2: 1,111 shares; 2025Q3: 1,660 shares; 2025Q4: 1,678 shares 1,678 $1.29M 0.04% +18 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,409 shares; 2024Q4: 2,546 shares; 2025Q1: 2,278 shares; 2025Q2: 2,559 shares; 2025Q3: 2,382 shares; 2025Q4: 2,190 shares 2,190 $1.27M 0.04% -192 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,301 shares; 2024Q4: 5,508 shares; 2025Q1: 5,101 shares; 2025Q2: 5,797 shares; 2025Q3: 5,974 shares; 2025Q4: 5,699 shares 5,699 $1.27M 0.04% -275 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: 3,598 shares; 2024Q4: 3,809 shares; 2025Q1: 3,771 shares; 2025Q2: 3,791 shares; 2025Q3: 4,019 shares; 2025Q4: 4,901 shares 4,901 $1.26M 0.04% +882 Timeline FN FABRINET More: the full row for FABRINET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,156 shares; 2024Q4: 8,209 shares; 2025Q1: 4,386 shares; 2025Q2: 4,817 shares; 2025Q3: 3,610 shares; 2025Q4: 2,766 shares 2,766 $1.26M 0.04% -844 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,377 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 30,925 shares; 2025Q3: 31,525 shares; 2025Q4: 31,525 shares 31,525 $1.24M 0.04% 0 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 67,105 shares; 2025Q3: 192,721 shares; 2025Q4: 62,813 shares 62,813 $1.24M 0.04% -129,908 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: 529 shares; 2024Q4: 773 shares; 2025Q1: 901 shares; 2025Q2: 896 shares; 2025Q3: 2,575 shares; 2025Q4: 2,639 shares 2,639 $1.24M 0.04% +64 Timeline IQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,780 shares; 2025Q3: 24,080 shares; 2025Q4: 27,838 shares 27,838 $1.24M 0.04% +3,758 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,978 shares; 2024Q4: 10,061 shares; 2025Q1: 9,872 shares; 2025Q2: 9,909 shares; 2025Q3: 10,158 shares; 2025Q4: 10,291 shares 10,291 $1.23M 0.04% +133 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,460 shares; 2024Q4: 6,512 shares; 2025Q1: 6,590 shares; 2025Q2: 6,573 shares; 2025Q3: 6,427 shares; 2025Q4: 6,532 shares 6,532 $1.21M 0.04% +105 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,455 shares; 2024Q4: 6,451 shares; 2025Q1: 6,441 shares; 2025Q2: 6,359 shares; 2025Q3: 6,488 shares; 2025Q4: 6,582 shares 6,582 $1.21M 0.04% +94 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,748 shares; 2025Q4: 5,629 shares 5,629 $1.21M 0.04% -119 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: 11,270 shares; 2024Q4: 11,547 shares; 2025Q1: 12,631 shares; 2025Q2: 12,378 shares; 2025Q3: 11,629 shares; 2025Q4: 10,375 shares 10,375 $1.2M 0.04% -1,254 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: 20,101 shares; 2024Q4: 19,475 shares; 2025Q1: 8,663 shares; 2025Q2: 9,269 shares; 2025Q3: 22,263 shares; 2025Q4: 23,553 shares 23,553 $1.2M 0.04% +1,290 Timeline NE NOBLE CORP PLC More: the full row for NOBLE CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,892 shares; 2024Q4: 20,715 shares; 2025Q1: 46,917 shares; 2025Q2: 51,134 shares; 2025Q3: 52,670 shares; 2025Q4: 42,139 shares 42,139 $1.19M 0.04% -10,531 Timeline FRDM EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,316 shares; 2024Q4: 27,554 shares; 2025Q1: 23,431 shares; 2025Q2: 23,568 shares; 2025Q3: 25,036 shares; 2025Q4: 23,048 shares 23,048 $1.18M 0.04% -1,988 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,546 shares; 2024Q4: 4,535 shares; 2025Q1: 4,583 shares; 2025Q2: 4,625 shares; 2025Q3: 4,622 shares; 2025Q4: 4,482 shares 4,482 $1.18M 0.04% -140 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: 1,919 shares; 2024Q4: 1,809 shares; 2025Q1: 1,609 shares; 2025Q2: 1,866 shares; 2025Q3: 2,296 shares; 2025Q4: 2,524 shares 2,524 $1.18M 0.04% +228 Timeline FIDU FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,771 shares; 2024Q4: 14,188 shares; 2025Q1: 14,219 shares; 2025Q2: 14,214 shares; 2025Q3: 14,214 shares; 2025Q4: 14,214 shares 14,214 $1.17M 0.04% 0 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: 1,731 shares; 2024Q4: 1,941 shares; 2025Q1: 2,316 shares; 2025Q2: 2,390 shares; 2025Q3: 3,305 shares; 2025Q4: 4,255 shares 4,255 $1.17M 0.04% +950 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: 4,316 shares; 2024Q4: 4,026 shares; 2025Q1: 3,556 shares; 2025Q2: 3,682 shares; 2025Q3: 3,750 shares; 2025Q4: 4,181 shares 4,181 $1.17M 0.04% +431 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,895 shares; 2024Q4: 7,265 shares; 2025Q1: 10,888 shares; 2025Q2: 11,230 shares; 2025Q3: 11,942 shares; 2025Q4: 13,110 shares 13,110 $1.16M 0.04% +1,168 Timeline ITA 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: 2,394 shares; 2024Q4: 2,716 shares; 2025Q1: 2,490 shares; 2025Q2: 2,776 shares; 2025Q3: 4,603 shares; 2025Q4: 5,379 shares 5,379 $1.15M 0.04% +776 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: 2,682 shares; 2024Q4: 2,855 shares; 2025Q1: 3,809 shares; 2025Q2: 7,456 shares; 2025Q3: 7,383 shares; 2025Q4: 9,160 shares 9,160 $1.15M 0.04% +1,777 Timeline EHC ENCOMPASS HEALTH CORP More: the full row for ENCOMPASS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,994 shares; 2024Q4: 10,800 shares; 2025Q1: 9,781 shares; 2025Q2: 10,030 shares; 2025Q3: 11,013 shares; 2025Q4: 10,839 shares 10,839 $1.15M 0.04% -174 Timeline RWL 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: 7,689 shares; 2024Q4: 10,543 shares; 2025Q1: 10,440 shares; 2025Q2: 10,371 shares; 2025Q3: 10,105 shares; 2025Q4: 9,970 shares 9,970 $1.14M 0.04% -135 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,697 shares; 2024Q4: 10,897 shares; 2025Q1: 11,806 shares; 2025Q2: 10,369 shares; 2025Q3: 10,598 shares; 2025Q4: 14,275 shares 14,275 $1.14M 0.04% +3,677 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: 1,579 shares; 2024Q4: 1,668 shares; 2025Q1: 1,641 shares; 2025Q2: 1,727 shares; 2025Q3: 1,667 shares; 2025Q4: 1,714 shares 1,714 $1.14M 0.04% +47 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,143 shares; 2024Q4: 2,977 shares; 2025Q1: 3,230 shares; 2025Q2: 4,269 shares; 2025Q3: 8,675 shares; 2025Q4: 10,279 shares 10,279 $1.13M 0.04% +1,604 Timeline CXT CRANE NXT CO More: the full row for CRANE NXT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,508 shares; 2024Q4: 25,208 shares; 2025Q1: 26,720 shares; 2025Q2: 31,187 shares; 2025Q3: 32,162 shares; 2025Q4: 24,034 shares 24,034 $1.13M 0.04% -8,128 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,267 shares; 2024Q4: 23,429 shares; 2025Q1: 22,614 shares; 2025Q2: 19,276 shares; 2025Q3: 19,886 shares; 2025Q4: 29,312 shares 29,312 $1.12M 0.04% +9,426 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,757 shares; 2024Q4: 8,324 shares; 2025Q1: 8,946 shares; 2025Q2: 7,904 shares; 2025Q3: 8,130 shares; 2025Q4: 8,002 shares 8,002 $1.11M 0.04% -128 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,473 shares; 2024Q4: 2,624 shares; 2025Q1: 2,934 shares; 2025Q2: 4,738 shares; 2025Q3: 4,693 shares; 2025Q4: 4,888 shares 4,888 $1.11M 0.04% +195 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,296 shares; 2025Q1: 1,413 shares; 2025Q2: 1,998 shares; 2025Q3: 3,272 shares; 2025Q4: 4,504 shares 4,504 $1.09M 0.04% +1,232 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,092 shares; 2024Q4: 2,969 shares; 2025Q1: 3,168 shares; 2025Q2: 4,292 shares; 2025Q3: 8,939 shares; 2025Q4: 10,608 shares 10,608 $1.09M 0.04% +1,669 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,345 shares; 2024Q4: 19,806 shares; 2025Q1: 20,326 shares; 2025Q2: 20,536 shares; 2025Q3: 22,232 shares; 2025Q4: 22,898 shares 22,898 $1.08M 0.04% +666 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,084 shares; 2025Q4: 39,508 shares 39,508 $1.07M 0.04% +21,424 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: 7,668 shares; 2024Q4: 8,429 shares; 2025Q1: 9,160 shares; 2025Q2: 9,249 shares; 2025Q3: 10,030 shares; 2025Q4: 11,200 shares 11,200 $1.07M 0.03% +1,170 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,450 shares; 2024Q4: 9,450 shares; 2025Q1: 9,450 shares; 2025Q2: 9,450 shares; 2025Q3: 9,450 shares; 2025Q4: 9,450 shares 9,450 $1.06M 0.03% 0 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: 2,677 shares; 2024Q4: 2,968 shares; 2025Q1: 2,802 shares; 2025Q2: 3,234 shares; 2025Q3: 3,343 shares; 2025Q4: 3,922 shares 3,922 $1.05M 0.03% +579 Timeline BMI BADGER METER INC More: the full row for BADGER METER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,172 shares; 2025Q4: 6,020 shares 6,020 $1.05M 0.03% -152 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 873 shares; 2024Q4: 890 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,090 shares; 2025Q4: 3,645 shares 3,645 $1.04M 0.03% +1,555 Timeline HYLS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,970 shares; 2024Q4: 13,530 shares; 2025Q1: 16,673 shares; 2025Q2: 17,273 shares; 2025Q3: 21,539 shares; 2025Q4: 24,792 shares 24,792 $1.04M 0.03% +3,253 Timeline LTH LIFE TIME GROUP HOLDINGS INC More: the full row for LIFE TIME GROUP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,601 shares; 2025Q1: 58,950 shares; 2025Q2: 74,763 shares; 2025Q3: 76,937 shares; 2025Q4: 38,932 shares 38,932 $1.03M 0.03% -38,005 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,600 shares; 2024Q4: 39,230 shares; 2025Q1: 33,855 shares; 2025Q2: 33,050 shares; 2025Q3: 27,276 shares; 2025Q4: 39,356 shares 39,356 $1.03M 0.03% +12,080 Timeline GPI GROUP 1 AUTOMOTIVE INC More: the full row for GROUP 1 AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,353 shares; 2024Q4: 3,860 shares; 2025Q1: 2,707 shares; 2025Q2: 2,636 shares; 2025Q3: 2,803 shares; 2025Q4: 2,615 shares 2,615 $1.03M 0.03% -188 Timeline IMCV 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: 12,587 shares; 2024Q4: 12,365 shares; 2025Q1: 12,366 shares; 2025Q2: 12,367 shares; 2025Q3: 12,367 shares; 2025Q4: 12,368 shares 12,368 $1.02M 0.03% +1 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,436 shares; 2024Q4: 6,754 shares; 2025Q1: 5,435 shares; 2025Q2: 5,109 shares; 2025Q3: 5,120 shares; 2025Q4: 4,877 shares 4,877 $1.02M 0.03% -243 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: 43,942 shares; 2024Q4: 43,126 shares; 2025Q1: 46,123 shares; 2025Q2: 53,670 shares; 2025Q3: 54,534 shares; 2025Q4: 57,857 shares 57,857 $1M 0.03% +3,323 Timeline GDXJ VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,536 shares; 2024Q4: 27,256 shares; 2025Q1: 17,970 shares; 2025Q2: 15,933 shares; 2025Q3: 26,933 shares; 2025Q4: 8,803 shares 8,803 $1M 0.03% -18,130 Timeline MORN MORNINGSTAR INC More: the full row for MORNINGSTAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,117 shares; 2024Q4: 3,705 shares; 2025Q1: 3,781 shares; 2025Q2: 3,798 shares; 2025Q3: 5,638 shares; 2025Q4: 4,602 shares 4,602 $1M 0.03% -1,036 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,614 shares; 2024Q4: not reported; 2025Q1: 8,393 shares; 2025Q2: 7,811 shares; 2025Q3: 7,872 shares; 2025Q4: 8,257 shares 8,257 $986K 0.03% +385 Timeline VNT VONTIER CORPORATION More: the full row for VONTIER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,244 shares; 2024Q4: 25,969 shares; 2025Q1: 26,838 shares; 2025Q2: 29,068 shares; 2025Q3: 30,132 shares; 2025Q4: 26,414 shares 26,414 $982K 0.03% -3,718 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: 5,352 shares; 2024Q4: 4,871 shares; 2025Q1: 5,225 shares; 2025Q2: 5,035 shares; 2025Q3: 4,751 shares; 2025Q4: 4,835 shares 4,835 $982K 0.03% +84 Timeline CELC CELCUITY INC More: the full row for CELCUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,802 shares 9,802 $978K 0.03% new Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,922 shares; 2025Q3: 20,277 shares; 2025Q4: 19,548 shares 19,548 $971K 0.03% -729 Timeline PINK SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 26,361 shares 26,361 $965K 0.03% new Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,929 shares; 2024Q4: 3,853 shares; 2025Q1: 4,251 shares; 2025Q2: 4,285 shares; 2025Q3: 4,559 shares; 2025Q4: 8,078 shares 8,078 $965K 0.03% +3,519 Timeline VPL VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,222 shares; 2024Q4: 11,363 shares; 2025Q1: 10,896 shares; 2025Q2: 10,605 shares; 2025Q3: 10,257 shares; 2025Q4: 10,649 shares 10,649 $963K 0.03% +392 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: 23,539 shares; 2024Q4: 21,736 shares; 2025Q1: 18,790 shares; 2025Q2: 29,237 shares; 2025Q3: 22,002 shares; 2025Q4: 20,073 shares 20,073 $960K 0.03% -1,929 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: 2,864 shares; 2024Q4: 2,882 shares; 2025Q1: 2,574 shares; 2025Q2: 2,461 shares; 2025Q3: 2,326 shares; 2025Q4: 2,459 shares 2,459 $957K 0.03% +133 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,459 shares; 2024Q4: 6,609 shares; 2025Q1: 6,609 shares; 2025Q2: 17,813 shares; 2025Q3: 17,813 shares; 2025Q4: 17,813 shares 17,813 $951K 0.03% 0 Timeline CWK CUSHMAN AND WAKEFIELD LTD More: the full row for CUSHMAN AND WAKEFIELD 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: 58,703 shares 58,703 $950K 0.03% new Timeline MOH MOLINA HEALTHCARE INC More: the full row for MOLINA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,529 shares; 2024Q4: 6,049 shares; 2025Q1: 8,261 shares; 2025Q2: 8,201 shares; 2025Q3: 8,373 shares; 2025Q4: 5,425 shares 5,425 $941K 0.03% -2,948 Timeline ARGX ARGENX SE More: the full row for ARGENX SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,139 shares; 2024Q4: 1,145 shares; 2025Q1: not reported; 2025Q2: 1,134 shares; 2025Q3: 1,125 shares; 2025Q4: 1,119 shares 1,119 $941K 0.03% -6 Timeline DFAI 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: 29,109 shares; 2024Q4: 23,343 shares; 2025Q1: 23,343 shares; 2025Q2: 23,285 shares; 2025Q3: 23,285 shares; 2025Q4: 24,576 shares 24,576 $937K 0.03% +1,291 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: 14,822 shares; 2024Q4: 13,529 shares; 2025Q1: 13,657 shares; 2025Q2: 14,827 shares; 2025Q3: 15,968 shares; 2025Q4: 14,897 shares 14,897 $931K 0.03% -1,071 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: 1,023 shares; 2024Q4: 1,086 shares; 2025Q1: 1,154 shares; 2025Q2: 898 shares; 2025Q3: 904 shares; 2025Q4: 1,056 shares 1,056 $929K 0.03% +152 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,295 shares; 2024Q4: 11,248 shares; 2025Q1: 10,965 shares; 2025Q2: 11,425 shares; 2025Q3: 10,206 shares; 2025Q4: 10,322 shares 10,322 $923K 0.03% +116 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,159 shares; 2024Q4: 3,131 shares; 2025Q1: 3,928 shares; 2025Q2: 3,907 shares; 2025Q3: 5,566 shares; 2025Q4: 6,350 shares 6,350 $919K 0.03% +784 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,197 shares; 2024Q4: 10,339 shares; 2025Q1: 10,318 shares; 2025Q2: 10,365 shares; 2025Q3: 10,330 shares; 2025Q4: 11,043 shares 11,043 $916K 0.03% +713 Timeline LOB LIVE OAK BANCSHARES INC More: the full row for LIVE OAK BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,574 shares; 2024Q4: 19,444 shares; 2025Q1: 27,412 shares; 2025Q2: 30,765 shares; 2025Q3: 31,426 shares; 2025Q4: 26,583 shares 26,583 $913K 0.03% -4,843 Timeline PBA PEMBINA PIPELINE CORP More: the full row for PEMBINA PIPELINE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,818 shares; 2024Q4: 23,818 shares; 2025Q1: 23,820 shares; 2025Q2: 23,821 shares; 2025Q3: 23,823 shares; 2025Q4: 23,824 shares 23,824 $907K 0.03% +1 Timeline SPIP 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: 36,351 shares; 2024Q4: 36,051 shares; 2025Q1: 38,551 shares; 2025Q2: 38,101 shares; 2025Q3: 35,430 shares; 2025Q4: 34,938 shares 34,938 $907K 0.03% -492 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: 8,772 shares; 2024Q4: 7,448 shares; 2025Q1: 8,266 shares; 2025Q2: 10,120 shares; 2025Q3: 10,421 shares; 2025Q4: 12,267 shares 12,267 $902K 0.03% +1,846 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: 2,235 shares; 2024Q4: 2,792 shares; 2025Q1: 2,728 shares; 2025Q2: 1,942 shares; 2025Q3: 2,078 shares; 2025Q4: 1,921 shares 1,921 $900K 0.03% -157 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,906 shares; 2024Q4: 3,115 shares; 2025Q1: 3,068 shares; 2025Q2: 2,996 shares; 2025Q3: 3,044 shares; 2025Q4: 3,098 shares 3,098 $899K 0.03% +54 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,944 shares; 2024Q4: 17,387 shares; 2025Q1: 17,387 shares; 2025Q2: 17,388 shares; 2025Q3: 17,726 shares; 2025Q4: 18,046 shares 18,046 $893K 0.03% +320 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,431 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,670 shares; 2025Q3: 11,801 shares; 2025Q4: 13,164 shares 13,164 $890K 0.03% +1,363 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,601 shares; 2025Q3: 8,438 shares; 2025Q4: 16,588 shares 16,588 $889K 0.03% +8,150 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,818 shares; 2024Q4: 4,292 shares; 2025Q1: 3,057 shares; 2025Q2: 2,643 shares; 2025Q3: 8,559 shares; 2025Q4: 8,618 shares 8,618 $886K 0.03% +59 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: 9,461 shares; 2024Q4: 9,838 shares; 2025Q1: 7,146 shares; 2025Q2: 7,410 shares; 2025Q3: 10,964 shares; 2025Q4: 12,759 shares 12,759 $857K 0.03% +1,795 Timeline BRC BRADY CORP More: the full row for BRADY 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: 10,930 shares 10,930 $857K 0.03% new Timeline SPHD INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,601 shares; 2024Q4: 9,135 shares; 2025Q1: 11,981 shares; 2025Q2: 12,906 shares; 2025Q3: 15,480 shares; 2025Q4: 17,394 shares 17,394 $835K 0.03% +1,914 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,538 shares; 2024Q4: 1,700 shares; 2025Q1: 1,804 shares; 2025Q2: 1,756 shares; 2025Q3: 1,629 shares; 2025Q4: 1,463 shares 1,463 $834K 0.03% -166 Timeline PAVE 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: 28,217 shares; 2024Q4: 28,614 shares; 2025Q1: 24,691 shares; 2025Q2: 17,802 shares; 2025Q3: 20,369 shares; 2025Q4: 17,369 shares 17,369 $830K 0.03% -3,000 Timeline YETI YETI HLDGS INC More: the full row for YETI HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 31,761 shares; 2025Q1: 39,725 shares; 2025Q2: 50,302 shares; 2025Q3: 19,885 shares; 2025Q4: 18,712 shares 18,712 $827K 0.03% -1,173 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,125 shares; 2024Q4: 3,759 shares; 2025Q1: 4,681 shares; 2025Q2: 5,376 shares; 2025Q3: 8,128 shares; 2025Q4: 8,383 shares 8,383 $824K 0.03% +255 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,898 shares; 2024Q4: 2,774 shares; 2025Q1: 2,778 shares; 2025Q2: 2,780 shares; 2025Q3: 3,073 shares; 2025Q4: 2,950 shares 2,950 $817K 0.03% -123 Timeline GVAL CAMBRIA ETF TR More: the full row for CAMBRIA 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: 28,571 shares; 2025Q3: 16,465 shares; 2025Q4: 25,909 shares 25,909 $815K 0.03% +9,444 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,435 shares 12,435 $813K 0.03% new 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: 6,969 shares; 2024Q4: 8,238 shares; 2025Q1: 9,005 shares; 2025Q2: 10,043 shares; 2025Q3: 10,782 shares; 2025Q4: 12,108 shares 12,108 $812K 0.03% +1,326 Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI Quarterly shares; oldest 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: 5,625 shares 5,625 $809K 0.03% new Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,737 shares 8,737 $808K 0.03% new 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: 979 shares; 2024Q4: 1,118 shares; 2025Q1: 1,042 shares; 2025Q2: 1,209 shares; 2025Q3: 1,305 shares; 2025Q4: 1,383 shares 1,383 $801K 0.03% +78 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE 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: 25,002 shares; 2025Q3: 12,334 shares; 2025Q4: 11,142 shares 11,142 $798K 0.03% -1,192 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,795 shares; 2024Q4: 21,638 shares; 2025Q1: 21,931 shares; 2025Q2: 26,163 shares; 2025Q3: 26,247 shares; 2025Q4: 27,845 shares 27,845 $793K 0.03% +1,598 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,373 shares; 2024Q4: 33,172 shares; 2025Q1: 37,728 shares; 2025Q2: 32,117 shares; 2025Q3: 38,079 shares; 2025Q4: 43,463 shares 43,463 $792K 0.03% +5,384 Timeline PRM PERIMETER SOLUTIONS INC More: the full row for PERIMETER SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 28,748 shares 28,748 $791K 0.03% new Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,724 shares; 2024Q4: 3,715 shares; 2025Q1: 4,450 shares; 2025Q2: 4,906 shares; 2025Q3: 4,899 shares; 2025Q4: 4,850 shares 4,850 $791K 0.03% -49 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 955 shares; 2024Q4: 936 shares; 2025Q1: 1,145 shares; 2025Q2: 901 shares; 2025Q3: 826 shares; 2025Q4: 1,049 shares 1,049 $791K 0.03% +223 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: 4,995 shares; 2024Q4: 4,585 shares; 2025Q1: 4,562 shares; 2025Q2: 4,083 shares; 2025Q3: 4,187 shares; 2025Q4: 3,845 shares 3,845 $790K 0.03% -342 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: 7,661 shares; 2024Q4: 17,225 shares; 2025Q1: 22,467 shares; 2025Q2: 23,909 shares; 2025Q3: 21,834 shares; 2025Q4: 17,301 shares 17,301 $788K 0.03% -4,533 Timeline TXG 10X GENOMICS INC More: the full row for 10X GENOMICS 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: 54,751 shares; 2025Q4: 47,650 shares 47,650 $777K 0.03% -7,101 Timeline FDIS FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,877 shares; 2024Q4: 7,877 shares; 2025Q1: 7,898 shares; 2025Q2: 7,927 shares; 2025Q3: 7,890 shares; 2025Q4: 7,593 shares 7,593 $776K 0.03% -297 Timeline NRP NATURAL RESOURCE PARTNERS LP More: the full row for NATURAL RESOURCE PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,300 shares; 2024Q4: 7,300 shares; 2025Q1: 7,300 shares; 2025Q2: 7,300 shares; 2025Q3: 7,348 shares; 2025Q4: 7,348 shares 7,348 $767K 0.03% 0 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: 132,524 shares; 2024Q4: 97,294 shares; 2025Q1: 146,601 shares; 2025Q2: 9,170 shares; 2025Q3: 8,528 shares; 2025Q4: 9,630 shares 9,630 $764K 0.03% +1,102 Timeline CBU COMMUNITY FINANCIAL SYSTEM I More: the full row for COMMUNITY FINANCIAL SYSTEM I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,404 shares; 2024Q4: 11,125 shares; 2025Q1: 12,194 shares; 2025Q2: 13,293 shares; 2025Q3: 13,773 shares; 2025Q4: 13,268 shares 13,268 $762K 0.02% -505 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,294 shares 8,294 $758K 0.02% new 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: 3,388 shares; 2024Q4: 3,497 shares; 2025Q1: 3,499 shares; 2025Q2: 3,482 shares; 2025Q3: 3,783 shares; 2025Q4: 4,070 shares 4,070 $755K 0.02% +287 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares 1 $755K 0.02% 0 Timeline OZK BANK OZK LITTLE ROCK ARK More: the full row for BANK OZK LITTLE ROCK ARK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,988 shares; 2024Q4: 16,884 shares; 2025Q1: 16,804 shares; 2025Q2: 16,585 shares; 2025Q3: 16,816 shares; 2025Q4: 16,383 shares 16,383 $754K 0.02% -433 Timeline VSEC VSE CORP More: the full row for VSE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,350 shares 4,350 $752K 0.02% new Timeline IDA IDACORP INC More: the full row for IDACORP 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: 5,968 shares; 2025Q3: 5,966 shares; 2025Q4: 5,926 shares 5,926 $750K 0.02% -40 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,656 shares; 2024Q4: 3,650 shares; 2025Q1: 3,625 shares; 2025Q2: 4,190 shares; 2025Q3: 5,485 shares; 2025Q4: 7,024 shares 7,024 $750K 0.02% +1,539 Timeline IEF 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: 64,540 shares; 2024Q4: 51,815 shares; 2025Q1: 9,132 shares; 2025Q2: 5,880 shares; 2025Q3: 5,936 shares; 2025Q4: 7,780 shares 7,780 $748K 0.02% +1,844 Timeline TOWN TOWNEBANK PORTSMOUTH VA More: the full row for TOWNEBANK PORTSMOUTH VA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,159 shares; 2024Q4: 25,736 shares; 2025Q1: 22,397 shares; 2025Q2: 22,397 shares; 2025Q3: 22,397 shares; 2025Q4: 22,397 shares 22,397 $747K 0.02% 0 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,551 shares; 2024Q4: 76,403 shares; 2025Q1: 64,506 shares; 2025Q2: 51,315 shares; 2025Q3: 52,991 shares; 2025Q4: 56,718 shares 56,718 $744K 0.02% +3,727 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,025 shares; 2024Q4: 3,090 shares; 2025Q1: 3,090 shares; 2025Q2: 3,090 shares; 2025Q3: 3,090 shares; 2025Q4: 3,308 shares 3,308 $735K 0.02% +218 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 952 shares 952 $735K 0.02% new Timeline PFFA ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,010 shares; 2024Q4: 36,279 shares; 2025Q1: 40,481 shares; 2025Q2: 33,625 shares; 2025Q3: 34,265 shares; 2025Q4: 33,910 shares 33,910 $731K 0.02% -355 Timeline VMBS 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: 12,875 shares; 2024Q4: 12,853 shares; 2025Q1: 14,320 shares; 2025Q2: 15,221 shares; 2025Q3: 15,501 shares; 2025Q4: 15,501 shares 15,501 $730K 0.02% 0 Timeline FBT FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,768 shares; 2024Q4: 2,869 shares; 2025Q1: 3,149 shares; 2025Q2: 3,061 shares; 2025Q3: 3,251 shares; 2025Q4: 3,528 shares 3,528 $729K 0.02% +277 Timeline JXN JACKSON FINANCIAL INC More: the full row for JACKSON FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,876 shares; 2024Q4: 6,904 shares; 2025Q1: 6,932 shares; 2025Q2: 6,960 shares; 2025Q3: 6,969 shares; 2025Q4: 6,814 shares 6,814 $727K 0.02% -155 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 717 shares 717 $723K 0.02% new Timeline CHRD CHORD ENERGY CORPORATION More: the full row for CHORD ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,269 shares; 2024Q4: 4,149 shares; 2025Q1: 8,166 shares; 2025Q2: 8,948 shares; 2025Q3: 9,323 shares; 2025Q4: 7,774 shares 7,774 $721K 0.02% -1,549 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,891 shares; 2024Q4: 2,061 shares; 2025Q1: 2,080 shares; 2025Q2: 2,241 shares; 2025Q3: 2,388 shares; 2025Q4: 1,947 shares 1,947 $720K 0.02% -441 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,782 shares; 2024Q4: 6,954 shares; 2025Q1: 7,585 shares; 2025Q2: 7,473 shares; 2025Q3: 8,084 shares; 2025Q4: 9,180 shares 9,180 $713K 0.02% +1,096 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,278 shares; 2024Q4: 12,074 shares; 2025Q1: 11,283 shares; 2025Q2: 11,127 shares; 2025Q3: 10,020 shares; 2025Q4: 9,967 shares 9,967 $712K 0.02% -53 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: 2,584 shares; 2024Q4: 2,517 shares; 2025Q1: 2,572 shares; 2025Q2: 2,764 shares; 2025Q3: 2,648 shares; 2025Q4: 2,444 shares 2,444 $706K 0.02% -204 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: 8,494 shares; 2024Q4: 7,607 shares; 2025Q1: 5,811 shares; 2025Q2: 6,367 shares; 2025Q3: 5,805 shares; 2025Q4: 3,609 shares 3,609 $704K 0.02% -2,196 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,362 shares; 2024Q4: 12,899 shares; 2025Q1: 11,049 shares; 2025Q2: 9,107 shares; 2025Q3: 8,659 shares; 2025Q4: 8,915 shares 8,915 $704K 0.02% +256 Timeline IVOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,301 shares; 2024Q4: 6,439 shares; 2025Q1: 6,449 shares; 2025Q2: 6,375 shares; 2025Q3: 6,381 shares; 2025Q4: 6,294 shares 6,294 $704K 0.02% -87 Timeline USPH U S PHYSICAL THERAPY More: the full row for U S PHYSICAL THERAPY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,099 shares; 2024Q4: 12,512 shares; 2025Q1: 13,702 shares; 2025Q2: 15,555 shares; 2025Q3: 15,356 shares; 2025Q4: 8,842 shares 8,842 $691K 0.02% -6,514 Timeline PCT PURECYCLE TECHNOLOGIES INC More: the full row for PURECYCLE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,491 shares; 2024Q4: 54,991 shares; 2025Q1: 92,439 shares; 2025Q2: 77,927 shares; 2025Q3: 80,179 shares; 2025Q4: 80,179 shares 80,179 $689K 0.02% 0 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,456 shares; 2025Q1: 7,066 shares; 2025Q2: 6,954 shares; 2025Q3: 6,711 shares; 2025Q4: 11,471 shares 11,471 $687K 0.02% +4,760 Timeline IHF 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: 17,148 shares; 2024Q4: 16,868 shares; 2025Q1: 16,708 shares; 2025Q2: 16,088 shares; 2025Q3: 15,382 shares; 2025Q4: 14,309 shares 14,309 $686K 0.02% -1,073 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: 3,140 shares; 2024Q4: 3,110 shares; 2025Q1: 3,411 shares; 2025Q2: 3,757 shares; 2025Q3: 3,442 shares; 2025Q4: 3,338 shares 3,338 $684K 0.02% -104 Timeline JPC NUVEEN PFD & INCOME OPPORTUN More: the full row for NUVEEN PFD & INCOME OPPORTUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,738 shares; 2024Q4: 73,423 shares; 2025Q1: 71,886 shares; 2025Q2: 72,055 shares; 2025Q3: 73,990 shares; 2025Q4: 83,682 shares 83,682 $679K 0.02% +9,692 Timeline ITRI ITRON INC More: the full row for ITRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,446 shares; 2025Q2: 10,058 shares; 2025Q3: 14,925 shares; 2025Q4: 7,295 shares 7,295 $677K 0.02% -7,630 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,090 shares; 2024Q4: 27,983 shares; 2025Q1: 27,983 shares; 2025Q2: 28,052 shares; 2025Q3: 28,052 shares; 2025Q4: 27,926 shares 27,926 $671K 0.02% -126 Timeline TFLR T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,794 shares; 2025Q4: 12,980 shares 12,980 $667K 0.02% +4,186 Timeline