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: 81,591 shares; 2024Q4: 89,364 shares; 2025Q1: 86,755 shares; 2025Q2: 1,232,520 shares; 2025Q3: 1,257,516 shares; 2025Q4: 1,249,244 shares 1,249,244 $78M 7.91% -8,272 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: 1,185,633 shares; 2024Q4: 3,597,636 shares; 2025Q1: 3,538,710 shares; 2025Q2: 3,323,058 shares; 2025Q3: 2,358,936 shares; 2025Q4: 2,228,967 shares 2,228,967 $61.1M 6.2% -129,969 Timeline SCHO 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: 528,070 shares; 2024Q4: 1,057,851 shares; 2025Q1: 1,920,372 shares; 2025Q2: 1,834,600 shares; 2025Q3: 1,982,002 shares; 2025Q4: 2,072,234 shares 2,072,234 $50.5M 5.12% +90,232 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: 466,478 shares; 2024Q4: 467,752 shares; 2025Q1: 498,240 shares; 2025Q2: 498,485 shares; 2025Q3: 452,212 shares; 2025Q4: 412,627 shares 412,627 $50.2M 5.09% -39,585 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: 354,325 shares; 2024Q4: 380,738 shares; 2025Q1: 398,597 shares; 2025Q2: 391,145 shares; 2025Q3: 401,915 shares; 2025Q4: 408,434 shares 408,434 $41.8M 4.24% +6,519 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 127,411 shares; 2024Q4: 122,808 shares; 2025Q1: 122,776 shares; 2025Q2: 127,131 shares; 2025Q3: 135,972 shares; 2025Q4: 140,686 shares 140,686 $38.2M 3.88% +4,714 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 541,323 shares; 2024Q4: 640,170 shares; 2025Q1: 768,724 shares; 2025Q2: 946,565 shares; 2025Q3: 1,028,465 shares; 2025Q4: 1,067,741 shares 1,067,741 $37M 3.75% +39,276 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: 271,519 shares; 2024Q4: 260,548 shares; 2025Q1: 376,555 shares; 2025Q2: 392,430 shares; 2025Q3: 428,087 shares; 2025Q4: 449,171 shares 449,171 $35M 3.55% +21,084 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 294,981 shares; 2025Q4: 434,372 shares 434,372 $34.8M 3.53% +139,391 Timeline CGIE CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 374,470 shares; 2024Q4: 453,945 shares; 2025Q1: 560,680 shares; 2025Q2: 659,164 shares; 2025Q3: 717,550 shares; 2025Q4: 766,998 shares 766,998 $26.7M 2.71% +49,448 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: 70,482 shares; 2024Q4: 72,909 shares; 2025Q1: 77,788 shares; 2025Q2: 87,283 shares; 2025Q3: 143,577 shares; 2025Q4: 138,047 shares 138,047 $25.7M 2.61% -5,530 Timeline TAFM AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 401,177 shares; 2025Q1: 811,847 shares; 2025Q2: 879,311 shares; 2025Q3: 967,446 shares; 2025Q4: 1,005,869 shares 1,005,869 $25.6M 2.59% +38,423 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: 83,220 shares; 2024Q4: 84,640 shares; 2025Q1: 81,151 shares; 2025Q2: 63,760 shares; 2025Q3: 60,961 shares; 2025Q4: 51,904 shares 51,904 $25.3M 2.57% -9,057 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 167,347 shares; 2024Q4: 666,053 shares; 2025Q1: 793,295 shares; 2025Q2: 803,755 shares; 2025Q3: 722,745 shares; 2025Q4: 713,135 shares 713,135 $23.3M 2.36% -9,610 Timeline SUB 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: 64,384 shares; 2024Q4: 67,939 shares; 2025Q1: 185,386 shares; 2025Q2: 198,105 shares; 2025Q3: 216,105 shares; 2025Q4: 217,652 shares 217,652 $23.2M 2.35% +1,547 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: 31,142 shares; 2024Q4: 29,351 shares; 2025Q1: 30,449 shares; 2025Q2: 34,228 shares; 2025Q3: 38,178 shares; 2025Q4: 37,831 shares 37,831 $18.3M 1.85% -347 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 270,797 shares; 2025Q1: 244,609 shares; 2025Q2: 180,500 shares; 2025Q3: 186,186 shares; 2025Q4: 191,280 shares 191,280 $14.2M 1.44% +5,094 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: 29,665 shares; 2024Q4: 27,316 shares; 2025Q1: 26,762 shares; 2025Q2: 26,183 shares; 2025Q3: 27,052 shares; 2025Q4: 43,850 shares 43,850 $14.1M 1.43% +16,798 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: 54,179 shares; 2024Q4: 73,771 shares; 2025Q1: 90,639 shares; 2025Q2: 111,682 shares; 2025Q3: 113,397 shares; 2025Q4: 116,974 shares 116,974 $14.1M 1.42% +3,577 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: 37,716 shares; 2024Q4: 37,295 shares; 2025Q1: 37,389 shares; 2025Q2: 39,709 shares; 2025Q3: 40,166 shares; 2025Q4: 39,986 shares 39,986 $12.5M 1.27% -180 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: 42,761 shares; 2024Q4: 41,985 shares; 2025Q1: 43,277 shares; 2025Q2: 46,969 shares; 2025Q3: 49,830 shares; 2025Q4: 50,814 shares 50,814 $11.7M 1.19% +984 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: 29,913 shares; 2024Q4: 29,785 shares; 2025Q1: 28,582 shares; 2025Q2: 32,163 shares; 2025Q3: 30,920 shares; 2025Q4: 31,253 shares 31,253 $9.78M 0.99% +333 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: 40,735 shares; 2024Q4: 35,125 shares; 2025Q1: 33,189 shares; 2025Q2: 30,914 shares; 2025Q3: 31,276 shares; 2025Q4: 27,003 shares 27,003 $9.35M 0.95% -4,273 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 257,235 shares; 2025Q2: 269,722 shares; 2025Q3: 283,045 shares; 2025Q4: 289,648 shares 289,648 $7.73M 0.78% +6,603 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: 19,303 shares; 2024Q4: 19,836 shares; 2025Q1: 19,950 shares; 2025Q2: 21,143 shares; 2025Q3: 20,399 shares; 2025Q4: 20,105 shares 20,105 $7.05M 0.71% -294 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: 14,372 shares; 2024Q4: 14,051 shares; 2025Q1: 14,135 shares; 2025Q2: 14,198 shares; 2025Q3: 14,013 shares; 2025Q4: 13,899 shares 13,899 $6.99M 0.71% -114 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: 8,863 shares; 2024Q4: 8,517 shares; 2025Q1: 9,545 shares; 2025Q2: 9,655 shares; 2025Q3: 9,949 shares; 2025Q4: 9,541 shares 9,541 $6.3M 0.64% -408 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 120,741 shares; 2024Q4: 89,875 shares; 2025Q1: 74,337 shares; 2025Q2: 55,912 shares; 2025Q3: 53,626 shares; 2025Q4: 52,968 shares 52,968 $5.27M 0.53% -658 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: 19,111 shares; 2024Q4: 21,517 shares; 2025Q1: 20,620 shares; 2025Q2: 23,727 shares; 2025Q3: 24,221 shares; 2025Q4: 24,623 shares 24,623 $5.1M 0.52% +402 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: 4,303 shares; 2024Q4: 5,303 shares; 2025Q1: 5,808 shares; 2025Q2: 5,903 shares; 2025Q3: 6,630 shares; 2025Q4: 7,686 shares 7,686 $4.82M 0.49% +1,056 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: 6,319 shares; 2024Q4: 6,575 shares; 2025Q1: 6,693 shares; 2025Q2: 8,212 shares; 2025Q3: 10,649 shares; 2025Q4: 10,667 shares 10,667 $4.8M 0.49% +18 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: 55,059 shares; 2024Q4: 116,181 shares; 2025Q1: 162,340 shares; 2025Q2: 172,560 shares; 2025Q3: 178,922 shares; 2025Q4: 186,136 shares 186,136 $4.47M 0.45% +7,214 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: 47,566 shares; 2024Q4: 50,541 shares; 2025Q1: 58,751 shares; 2025Q2: 61,835 shares; 2025Q3: 60,149 shares; 2025Q4: 60,521 shares 60,521 $4.4M 0.45% +372 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: 23,252 shares; 2024Q4: 22,023 shares; 2025Q1: 21,544 shares; 2025Q2: 18,854 shares; 2025Q3: 17,943 shares; 2025Q4: 17,578 shares 17,578 $4.02M 0.41% -365 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,504 shares; 2024Q4: 6,925 shares; 2025Q1: 7,124 shares; 2025Q2: 7,860 shares; 2025Q3: 6,955 shares; 2025Q4: 6,794 shares 6,794 $3.88M 0.39% -161 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,299 shares; 2024Q4: 2,890 shares; 2025Q1: 2,901 shares; 2025Q2: 3,104 shares; 2025Q3: 3,288 shares; 2025Q4: 3,455 shares 3,455 $3.71M 0.38% +167 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: 3,534 shares; 2024Q4: 3,350 shares; 2025Q1: 3,356 shares; 2025Q2: 3,376 shares; 2025Q3: 5,513 shares; 2025Q4: 5,253 shares 5,253 $3.58M 0.36% -260 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: 73,493 shares; 2024Q4: 71,771 shares; 2025Q1: 71,903 shares; 2025Q2: 77,161 shares; 2025Q3: 67,588 shares; 2025Q4: 61,710 shares 61,710 $3.56M 0.36% -5,878 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: 48,848 shares; 2024Q4: 47,504 shares; 2025Q1: 47,986 shares; 2025Q2: 49,760 shares; 2025Q3: 49,180 shares; 2025Q4: 44,264 shares 44,264 $3.41M 0.35% -4,916 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: 44,767 shares; 2024Q4: 50,567 shares; 2025Q1: 53,909 shares; 2025Q2: 54,935 shares; 2025Q3: 59,021 shares; 2025Q4: 66,686 shares 66,686 $3.41M 0.35% +7,665 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: 14,908 shares; 2024Q4: 14,892 shares; 2025Q1: 11,250 shares; 2025Q2: 18,359 shares; 2025Q3: 19,649 shares; 2025Q4: 18,982 shares 18,982 $3.37M 0.34% -667 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: 11,754 shares; 2024Q4: 11,556 shares; 2025Q1: 11,354 shares; 2025Q2: 11,604 shares; 2025Q3: 10,546 shares; 2025Q4: 10,548 shares 10,548 $3.29M 0.33% +2 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,264 shares; 2024Q4: 54,832 shares; 2025Q1: 47,661 shares; 2025Q2: 48,090 shares; 2025Q3: 52,488 shares; 2025Q4: 56,452 shares 56,452 $3.01M 0.31% +3,964 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: 7,056 shares; 2024Q4: 6,206 shares; 2025Q1: 5,565 shares; 2025Q2: 6,098 shares; 2025Q3: 6,326 shares; 2025Q4: 9,124 shares 9,124 $2.99M 0.3% +2,798 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: 18,349 shares; 2024Q4: 19,707 shares; 2025Q1: 24,599 shares; 2025Q2: 27,889 shares; 2025Q3: 30,910 shares; 2025Q4: 29,495 shares 29,495 $2.83M 0.29% -1,415 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: 11,244 shares; 2024Q4: 10,773 shares; 2025Q1: 9,413 shares; 2025Q2: 8,219 shares; 2025Q3: 8,174 shares; 2025Q4: 8,160 shares 8,160 $2.75M 0.28% -14 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: 9,136 shares; 2024Q4: 8,917 shares; 2025Q1: 8,145 shares; 2025Q2: 8,248 shares; 2025Q3: 8,306 shares; 2025Q4: 7,927 shares 7,927 $2.73M 0.28% -379 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: 18,819 shares; 2024Q4: 18,823 shares; 2025Q1: 18,340 shares; 2025Q2: 19,678 shares; 2025Q3: 19,949 shares; 2025Q4: 21,821 shares 21,821 $2.68M 0.27% +1,872 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,539 shares; 2024Q4: 13,799 shares; 2025Q1: 14,240 shares; 2025Q2: 14,566 shares; 2025Q3: 13,406 shares; 2025Q4: 13,362 shares 13,362 $2.67M 0.27% -44 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: not reported; 2024Q4: 12,286 shares; 2025Q1: 32,255 shares; 2025Q2: 49,791 shares; 2025Q3: 49,971 shares; 2025Q4: 29,118 shares 29,118 $2.66M 0.27% -20,853 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: 7,820 shares; 2024Q4: 10,473 shares; 2025Q1: 14,559 shares; 2025Q2: 18,917 shares; 2025Q3: 19,532 shares; 2025Q4: 24,771 shares 24,771 $2.61M 0.26% +5,239 Timeline SCHZ 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: 32,140 shares; 2024Q4: 73,307 shares; 2025Q1: 79,065 shares; 2025Q2: 81,624 shares; 2025Q3: 88,644 shares; 2025Q4: 109,019 shares 109,019 $2.55M 0.26% +20,375 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: 19,113 shares; 2024Q4: 18,610 shares; 2025Q1: 18,493 shares; 2025Q2: 19,886 shares; 2025Q3: 19,550 shares; 2025Q4: 20,760 shares 20,760 $2.5M 0.25% +1,210 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: 18,058 shares; 2024Q4: 19,236 shares; 2025Q1: 18,045 shares; 2025Q2: 17,703 shares; 2025Q3: 18,316 shares; 2025Q4: 17,107 shares 17,107 $2.46M 0.25% -1,209 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: 24,689 shares; 2024Q4: 23,647 shares; 2025Q1: 21,638 shares; 2025Q2: 22,721 shares; 2025Q3: 21,896 shares; 2025Q4: 21,947 shares 21,947 $2.45M 0.25% +51 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: 7,882 shares; 2024Q4: 7,776 shares; 2025Q1: 7,659 shares; 2025Q2: 7,166 shares; 2025Q3: 6,963 shares; 2025Q4: 7,506 shares 7,506 $2.29M 0.23% +543 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,896 shares; 2024Q4: 10,538 shares; 2025Q1: 11,107 shares; 2025Q2: 12,233 shares; 2025Q3: 12,297 shares; 2025Q4: 11,653 shares 11,653 $2.19M 0.22% -644 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: 5,579 shares; 2024Q4: 8,691 shares; 2025Q1: 9,958 shares; 2025Q2: 18,060 shares; 2025Q3: 16,962 shares; 2025Q4: 13,391 shares 13,391 $2.15M 0.22% -3,571 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: 17,954 shares; 2024Q4: 18,708 shares; 2025Q1: 19,646 shares; 2025Q2: 20,746 shares; 2025Q3: 19,593 shares; 2025Q4: 18,156 shares 18,156 $2.13M 0.22% -1,437 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,144 shares; 2024Q4: 3,187 shares; 2025Q1: 3,422 shares; 2025Q2: 4,260 shares; 2025Q3: 4,345 shares; 2025Q4: 3,972 shares 3,972 $2.08M 0.21% -373 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,184 shares; 2024Q4: 18,874 shares; 2025Q1: 19,270 shares; 2025Q2: 19,666 shares; 2025Q3: 18,986 shares; 2025Q4: 18,449 shares 18,449 $2.07M 0.21% -537 Timeline BNL BROADSTONE NET LEASE INC More: the full row for BROADSTONE NET LEASE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 127,190 shares; 2024Q4: 125,762 shares; 2025Q1: 125,762 shares; 2025Q2: 125,762 shares; 2025Q3: 121,862 shares; 2025Q4: 117,862 shares 117,862 $2.05M 0.21% -4,000 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,398 shares; 2024Q4: 7,410 shares; 2025Q1: 6,950 shares; 2025Q2: 6,534 shares; 2025Q3: 7,087 shares; 2025Q4: 6,698 shares 6,698 $2.04M 0.21% -389 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: 8,983 shares; 2024Q4: 10,945 shares; 2025Q1: 12,022 shares; 2025Q2: 13,103 shares; 2025Q3: 15,417 shares; 2025Q4: 13,189 shares 13,189 $2.01M 0.2% -2,228 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: 2,058 shares; 2024Q4: 2,000 shares; 2025Q1: 2,090 shares; 2025Q2: 2,274 shares; 2025Q3: 2,346 shares; 2025Q4: 2,167 shares 2,167 $1.87M 0.19% -179 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: 1,952 shares; 2024Q4: 1,969 shares; 2025Q1: 2,107 shares; 2025Q2: 2,281 shares; 2025Q3: 2,118 shares; 2025Q4: 2,100 shares 2,100 $1.85M 0.19% -18 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: 30,764 shares; 2024Q4: 29,300 shares; 2025Q1: 31,325 shares; 2025Q2: 35,004 shares; 2025Q3: 29,817 shares; 2025Q4: 26,277 shares 26,277 $1.84M 0.19% -3,540 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: 1,615 shares; 2024Q4: 1,630 shares; 2025Q1: 1,782 shares; 2025Q2: 1,982 shares; 2025Q3: 2,118 shares; 2025Q4: 19,547 shares 19,547 $1.83M 0.19% +17,429 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: 14,430 shares; 2024Q4: 14,924 shares; 2025Q1: 16,095 shares; 2025Q2: 17,081 shares; 2025Q3: 16,271 shares; 2025Q4: 15,860 shares 15,860 $1.83M 0.19% -411 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: 69,869 shares; 2024Q4: 137,284 shares; 2025Q1: 96,040 shares; 2025Q2: 72,640 shares; 2025Q3: 66,757 shares; 2025Q4: 63,285 shares 63,285 $1.8M 0.18% -3,472 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: 10,878 shares; 2024Q4: 11,207 shares; 2025Q1: 11,144 shares; 2025Q2: 11,112 shares; 2025Q3: 9,847 shares; 2025Q4: 9,616 shares 9,616 $1.76M 0.18% -231 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: 16,082 shares; 2024Q4: 16,907 shares; 2025Q1: 16,744 shares; 2025Q2: 17,262 shares; 2025Q3: 17,441 shares; 2025Q4: 16,591 shares 16,591 $1.75M 0.18% -850 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,384 shares; 2024Q4: 2,892 shares; 2025Q1: 2,986 shares; 2025Q2: 3,639 shares; 2025Q3: 3,592 shares; 2025Q4: 3,592 shares 3,592 $1.68M 0.17% 0 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,850 shares; 2024Q4: 31,584 shares; 2025Q1: 29,129 shares; 2025Q2: 24,470 shares; 2025Q3: 25,777 shares; 2025Q4: 30,343 shares 30,343 $1.67M 0.17% +4,566 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: 11,707 shares; 2024Q4: 11,996 shares; 2025Q1: 10,007 shares; 2025Q2: 8,076 shares; 2025Q3: 7,603 shares; 2025Q4: 6,751 shares 6,751 $1.66M 0.17% -852 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,567 shares; 2024Q4: 4,145 shares; 2025Q1: 5,459 shares; 2025Q2: 7,886 shares; 2025Q3: 7,464 shares; 2025Q4: 6,842 shares 6,842 $1.65M 0.17% -622 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,393 shares; 2024Q4: 36,753 shares; 2025Q1: 10,448 shares; 2025Q2: 9,875 shares; 2025Q3: 9,471 shares; 2025Q4: 14,464 shares 14,464 $1.65M 0.17% +4,993 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: 47,793 shares; 2024Q4: 45,431 shares; 2025Q1: 41,928 shares; 2025Q2: 49,956 shares; 2025Q3: 45,898 shares; 2025Q4: 40,450 shares 40,450 $1.65M 0.17% -5,448 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,610 shares; 2025Q2: 5,113 shares; 2025Q3: 10,666 shares; 2025Q4: 12,295 shares 12,295 $1.57M 0.16% +1,629 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: 2,422 shares; 2024Q4: 7,214 shares; 2025Q1: 11,106 shares; 2025Q2: 13,364 shares; 2025Q3: 16,289 shares; 2025Q4: 19,367 shares 19,367 $1.55M 0.16% +3,078 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 2 shares 2 $1.51M 0.15% 0 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: 16,818 shares; 2024Q4: 18,566 shares; 2025Q1: 19,653 shares; 2025Q2: 21,643 shares; 2025Q3: 20,872 shares; 2025Q4: 17,091 shares 17,091 $1.49M 0.15% -3,781 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: 8,276 shares; 2024Q4: 7,830 shares; 2025Q1: 7,233 shares; 2025Q2: 6,091 shares; 2025Q3: 6,242 shares; 2025Q4: 6,788 shares 6,788 $1.42M 0.14% +546 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: 2,205 shares; 2024Q4: 2,815 shares; 2025Q1: 4,376 shares; 2025Q2: 6,330 shares; 2025Q3: 6,248 shares; 2025Q4: 5,306 shares 5,306 $1.39M 0.14% -942 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,888 shares; 2024Q4: 11,440 shares; 2025Q1: 11,340 shares; 2025Q2: 13,539 shares; 2025Q3: 13,310 shares; 2025Q4: 10,907 shares 10,907 $1.37M 0.14% -2,403 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,440 shares; 2024Q4: 25,446 shares; 2025Q1: 20,952 shares; 2025Q2: 20,929 shares; 2025Q3: 22,403 shares; 2025Q4: 26,908 shares 26,908 $1.35M 0.14% +4,505 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: 10,480 shares; 2024Q4: 13,987 shares; 2025Q1: 12,181 shares; 2025Q2: 9,200 shares; 2025Q3: 10,609 shares; 2025Q4: 9,289 shares 9,289 $1.33M 0.14% -1,320 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,268 shares; 2024Q4: 2,257 shares; 2025Q1: 2,341 shares; 2025Q2: 2,462 shares; 2025Q3: 2,444 shares; 2025Q4: 2,607 shares 2,607 $1.33M 0.13% +163 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: 3,550 shares; 2024Q4: 3,264 shares; 2025Q1: 3,006 shares; 2025Q2: 3,264 shares; 2025Q3: 3,479 shares; 2025Q4: 3,356 shares 3,356 $1.24M 0.13% -123 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: 6,251 shares; 2024Q4: 6,243 shares; 2025Q1: 6,407 shares; 2025Q2: 3,490 shares; 2025Q3: 3,547 shares; 2025Q4: 3,556 shares 3,556 $1.19M 0.12% +9 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: 1,354 shares; 2024Q4: 1,311 shares; 2025Q1: 1,315 shares; 2025Q2: 1,261 shares; 2025Q3: 1,194 shares; 2025Q4: 1,100 shares 1,100 $1.18M 0.12% -94 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,229 shares; 2024Q4: 1,117 shares; 2025Q1: 1,109 shares; 2025Q2: 1,017 shares; 2025Q3: 980 shares; 2025Q4: 1,273 shares 1,273 $1.12M 0.11% +293 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,526 shares; 2024Q4: 15,962 shares; 2025Q1: 16,960 shares; 2025Q2: 15,971 shares; 2025Q3: 15,317 shares; 2025Q4: 12,145 shares 12,145 $1.12M 0.11% -3,172 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,088 shares; 2024Q4: 4,171 shares; 2025Q1: 3,919 shares; 2025Q2: 3,705 shares; 2025Q3: 3,365 shares; 2025Q4: 3,074 shares 3,074 $1.1M 0.11% -291 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: 2,960 shares; 2024Q4: 2,059 shares; 2025Q1: 1,537 shares; 2025Q2: 1,450 shares; 2025Q3: 1,782 shares; 2025Q4: 3,258 shares 3,258 $1.08M 0.11% +1,476 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: 1,429 shares; 2024Q4: 1,448 shares; 2025Q1: 1,549 shares; 2025Q2: 1,736 shares; 2025Q3: 1,607 shares; 2025Q4: 1,842 shares 1,842 $1.04M 0.11% +235 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: 2,754 shares; 2024Q4: 2,753 shares; 2025Q1: 2,751 shares; 2025Q2: 3,465 shares; 2025Q3: 3,538 shares; 2025Q4: 3,583 shares 3,583 $1.04M 0.11% +45 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: 12,654 shares; 2024Q4: 10,960 shares; 2025Q1: 8,984 shares; 2025Q2: 6,093 shares; 2025Q3: 6,031 shares; 2025Q4: 5,850 shares 5,850 $1.04M 0.11% -181 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,283 shares; 2024Q4: 34,797 shares; 2025Q1: 27,221 shares; 2025Q2: 24,845 shares; 2025Q3: 22,698 shares; 2025Q4: 22,262 shares 22,262 $1.01M 0.1% -436 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,402 shares; 2024Q4: 1,460 shares; 2025Q1: 1,563 shares; 2025Q2: 1,691 shares; 2025Q3: 1,764 shares; 2025Q4: 1,744 shares 1,744 $1M 0.1% -20 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: 2,949 shares; 2024Q4: 2,933 shares; 2025Q1: 2,933 shares; 2025Q2: 2,909 shares; 2025Q3: 2,876 shares; 2025Q4: 2,701 shares 2,701 $998K 0.1% -175 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,318 shares; 2025Q4: 8,540 shares 8,540 $997K 0.1% +6,222 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: 8,231 shares; 2024Q4: 6,942 shares; 2025Q1: 6,757 shares; 2025Q2: 7,218 shares; 2025Q3: 8,730 shares; 2025Q4: 10,497 shares 10,497 $978K 0.1% +1,767 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,303 shares; 2024Q4: 4,464 shares; 2025Q1: 4,446 shares; 2025Q2: 5,623 shares; 2025Q3: 3,506 shares; 2025Q4: 6,193 shares 6,193 $971K 0.1% +2,687 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,790 shares; 2024Q4: 6,632 shares; 2025Q1: 6,255 shares; 2025Q2: 17,982 shares; 2025Q3: 15,677 shares; 2025Q4: 14,833 shares 14,833 $954K 0.1% -844 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: 19,632 shares; 2024Q4: 21,171 shares; 2025Q1: 22,753 shares; 2025Q2: 35,064 shares; 2025Q3: 34,715 shares; 2025Q4: 34,125 shares 34,125 $938K 0.1% -590 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: 2,385 shares; 2024Q4: 2,389 shares; 2025Q1: 2,221 shares; 2025Q2: 2,179 shares; 2025Q3: 2,112 shares; 2025Q4: 2,005 shares 2,005 $933K 0.09% -107 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: 40,759 shares; 2024Q4: 44,970 shares; 2025Q1: 36,277 shares; 2025Q2: 54,019 shares; 2025Q3: 38,610 shares; 2025Q4: 31,020 shares 31,020 $927K 0.09% -7,590 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,818 shares; 2024Q4: 13,891 shares; 2025Q1: 13,654 shares; 2025Q2: 13,366 shares; 2025Q3: 10,229 shares; 2025Q4: 7,874 shares 7,874 $914K 0.09% -2,355 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: not reported; 2024Q4: 1,282 shares; 2025Q1: 1,734 shares; 2025Q2: 2,314 shares; 2025Q3: 2,877 shares; 2025Q4: 2,955 shares 2,955 $910K 0.09% +78 Timeline RMOP TIDAL TRUST III More: the full row for TIDAL TRUST III Quarterly shares; oldest 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: 36,353 shares 36,353 $910K 0.09% 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: 3,719 shares; 2024Q4: 3,971 shares; 2025Q1: 4,372 shares; 2025Q2: 5,226 shares; 2025Q3: 5,233 shares; 2025Q4: 4,059 shares 4,059 $906K 0.09% -1,174 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,000 shares; 2025Q3: 10,963 shares; 2025Q4: 13,339 shares 13,339 $894K 0.09% +2,376 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,223 shares; 2024Q4: 5,901 shares; 2025Q1: 9,209 shares; 2025Q2: 11,206 shares; 2025Q3: 11,624 shares; 2025Q4: 10,494 shares 10,494 $857K 0.09% -1,130 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,727 shares; 2024Q4: 16,575 shares; 2025Q1: 15,656 shares; 2025Q2: 14,260 shares; 2025Q3: 12,384 shares; 2025Q4: 11,697 shares 11,697 $820K 0.08% -687 Timeline UTEN RBB FD INC More: the full row for RBB FD 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: 11,415 shares; 2025Q4: 18,209 shares 18,209 $802K 0.08% +6,794 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: 3,244 shares; 2024Q4: 7,023 shares; 2025Q1: 7,671 shares; 2025Q2: 9,637 shares; 2025Q3: 9,642 shares; 2025Q4: 8,580 shares 8,580 $793K 0.08% -1,062 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,240 shares; 2024Q4: 6,734 shares; 2025Q1: 4,964 shares; 2025Q2: 4,524 shares; 2025Q3: 4,201 shares; 2025Q4: 3,196 shares 3,196 $776K 0.08% -1,005 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,507 shares; 2024Q4: 5,410 shares; 2025Q1: 5,110 shares; 2025Q2: 6,031 shares; 2025Q3: 5,253 shares; 2025Q4: 4,859 shares 4,859 $774K 0.08% -394 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,791 shares; 2024Q4: 5,388 shares; 2025Q1: 5,068 shares; 2025Q2: 10,292 shares; 2025Q3: 7,546 shares; 2025Q4: 9,776 shares 9,776 $772K 0.08% +2,230 Timeline UTWO RBB FD INC More: the full row for RBB FD 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: 15,847 shares 15,847 $770K 0.08% new Timeline XMTR XOMETRY INC More: the full row for XOMETRY 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: 11,486 shares; 2025Q3: 12,826 shares; 2025Q4: 12,826 shares 12,826 $763K 0.08% 0 Timeline ZWS ZURN ELKAY WATER SOLNS CORP More: the full row for ZURN ELKAY WATER SOLNS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,023 shares; 2024Q4: 22,942 shares; 2025Q1: 21,617 shares; 2025Q2: 19,841 shares; 2025Q3: 17,280 shares; 2025Q4: 16,363 shares 16,363 $761K 0.08% -917 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,668 shares; 2024Q4: 4,643 shares; 2025Q1: 4,878 shares; 2025Q2: 5,415 shares; 2025Q3: 5,699 shares; 2025Q4: 5,487 shares 5,487 $756K 0.08% -212 Timeline VMRK VIVMARK RESIDENTIAL More: the full row for VIVMARK RESIDENTIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,414 shares; 2024Q4: 10,091 shares; 2025Q1: 12,979 shares; 2025Q2: 18,199 shares; 2025Q3: 12,541 shares; 2025Q4: 11,979 shares 11,979 $755K 0.08% -562 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: 3,107 shares; 2024Q4: 2,888 shares; 2025Q1: 3,547 shares; 2025Q2: 5,843 shares; 2025Q3: 6,481 shares; 2025Q4: 5,639 shares 5,639 $748K 0.08% -842 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,991 shares; 2024Q4: 16,790 shares; 2025Q1: 15,997 shares; 2025Q2: 15,281 shares; 2025Q3: 12,717 shares; 2025Q4: 12,445 shares 12,445 $747K 0.08% -272 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 486 shares; 2024Q4: 443 shares; 2025Q1: 692 shares; 2025Q2: 1,028 shares; 2025Q3: 1,094 shares; 2025Q4: 1,108 shares 1,108 $734K 0.07% +14 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,431 shares; 2024Q4: 5,630 shares; 2025Q1: 5,420 shares; 2025Q2: 5,158 shares; 2025Q3: 5,509 shares; 2025Q4: 5,605 shares 5,605 $723K 0.07% +96 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: 3,021 shares; 2024Q4: 2,533 shares; 2025Q1: 2,438 shares; 2025Q2: 2,975 shares; 2025Q3: 3,715 shares; 2025Q4: 3,679 shares 3,679 $717K 0.07% -36 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: not reported; 2024Q4: 4,799 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,216 shares 5,216 $714K 0.07% new Timeline LII LENNOX INTL INC More: the full row for LENNOX INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,035 shares; 2024Q4: 3,021 shares; 2025Q1: 3,012 shares; 2025Q2: 2,092 shares; 2025Q3: 1,832 shares; 2025Q4: 1,466 shares 1,466 $712K 0.07% -366 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,614 shares; 2024Q4: 2,265 shares; 2025Q1: 2,146 shares; 2025Q2: 1,538 shares; 2025Q3: 1,644 shares; 2025Q4: 1,240 shares 1,240 $710K 0.07% -404 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,252 shares; 2024Q4: 8,617 shares; 2025Q1: 8,437 shares; 2025Q2: 8,943 shares; 2025Q3: 8,925 shares; 2025Q4: 8,821 shares 8,821 $708K 0.07% -104 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: 1,552 shares; 2024Q4: 2,745 shares; 2025Q1: 5,782 shares; 2025Q2: 7,219 shares; 2025Q3: 5,429 shares; 2025Q4: 4,029 shares 4,029 $707K 0.07% -1,400 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,038 shares; 2024Q4: 3,244 shares; 2025Q1: 3,361 shares; 2025Q2: 3,796 shares; 2025Q3: 3,666 shares; 2025Q4: 2,736 shares 2,736 $703K 0.07% -930 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: 3,147 shares; 2024Q4: 2,749 shares; 2025Q1: 2,766 shares; 2025Q2: 4,864 shares; 2025Q3: 4,513 shares; 2025Q4: 4,368 shares 4,368 $703K 0.07% -145 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: 4,770 shares; 2024Q4: 5,470 shares; 2025Q1: 6,005 shares; 2025Q2: 6,733 shares; 2025Q3: 6,784 shares; 2025Q4: 6,163 shares 6,163 $701K 0.07% -621 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,636 shares; 2024Q4: 4,598 shares; 2025Q1: 4,515 shares; 2025Q2: 4,490 shares; 2025Q3: 4,434 shares; 2025Q4: 4,350 shares 4,350 $696K 0.07% -84 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,897 shares; 2024Q4: 3,106 shares; 2025Q1: 3,338 shares; 2025Q2: 4,156 shares; 2025Q3: 4,173 shares; 2025Q4: 4,515 shares 4,515 $694K 0.07% +342 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,007 shares; 2025Q4: 1,000 shares 1,000 $674K 0.07% -7 Timeline SPGM 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: 78,806 shares; 2024Q4: 82,742 shares; 2025Q1: 18,344 shares; 2025Q2: 10,091 shares; 2025Q3: 9,322 shares; 2025Q4: 8,718 shares 8,718 $669K 0.07% -604 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: 792 shares; 2024Q4: 766 shares; 2025Q1: 794 shares; 2025Q2: 813 shares; 2025Q3: 971 shares; 2025Q4: 1,474 shares 1,474 $668K 0.07% +503 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,666 shares; 2024Q4: 3,572 shares; 2025Q1: 3,177 shares; 2025Q2: 3,156 shares; 2025Q3: 2,810 shares; 2025Q4: 1,976 shares 1,976 $667K 0.07% -834 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,522 shares; 2025Q3: 3,767 shares; 2025Q4: 3,894 shares 3,894 $667K 0.07% +127 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,680 shares; 2024Q4: 12,502 shares; 2025Q1: 8,694 shares; 2025Q2: 8,709 shares; 2025Q3: 9,406 shares; 2025Q4: 8,992 shares 8,992 $664K 0.07% -414 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: 753 shares; 2024Q4: 510 shares; 2025Q1: 528 shares; 2025Q2: 676 shares; 2025Q3: 883 shares; 2025Q4: 808 shares 808 $663K 0.07% -75 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: 3,183 shares; 2024Q4: 3,265 shares; 2025Q1: 3,576 shares; 2025Q2: 3,785 shares; 2025Q3: 4,179 shares; 2025Q4: 4,296 shares 4,296 $662K 0.07% +117 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,470 shares; 2024Q4: 2,343 shares; 2025Q1: 4,089 shares; 2025Q2: 5,876 shares; 2025Q3: 5,280 shares; 2025Q4: 5,142 shares 5,142 $647K 0.07% -138 Timeline ARQT ARCUTIS BIOTHERAPEUTICS INC More: the full row for ARCUTIS BIOTHERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,936 shares; 2025Q1: 14,466 shares; 2025Q2: 17,561 shares; 2025Q3: 20,654 shares; 2025Q4: 22,189 shares 22,189 $644K 0.07% +1,535 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,677 shares; 2024Q4: 7,831 shares; 2025Q1: 7,821 shares; 2025Q2: 7,711 shares; 2025Q3: 9,236 shares; 2025Q4: 11,933 shares 11,933 $642K 0.07% +2,697 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: 2,910 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,892 shares; 2025Q3: 2,679 shares; 2025Q4: 2,991 shares 2,991 $641K 0.06% +312 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,381 shares; 2024Q4: 1,368 shares; 2025Q1: 1,350 shares; 2025Q2: 1,526 shares; 2025Q3: 1,324 shares; 2025Q4: 1,251 shares 1,251 $639K 0.06% -73 Timeline DB DEUTSCHE BK AG More: the full row for DEUTSCHE BK AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,990 shares; 2024Q4: 18,109 shares; 2025Q1: 22,769 shares; 2025Q2: 21,421 shares; 2025Q3: 20,147 shares; 2025Q4: 16,478 shares 16,478 $635K 0.06% -3,669 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: 3,162 shares; 2024Q4: 3,183 shares; 2025Q1: 3,072 shares; 2025Q2: 3,536 shares; 2025Q3: 4,452 shares; 2025Q4: 4,701 shares 4,701 $635K 0.06% +249 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: 612 shares; 2025Q1: 564 shares; 2025Q2: 575 shares; 2025Q3: 577 shares; 2025Q4: 585 shares 585 $626K 0.06% +8 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: 2,176 shares; 2024Q4: 1,872 shares; 2025Q1: 2,179 shares; 2025Q2: 3,251 shares; 2025Q3: 2,620 shares; 2025Q4: 2,114 shares 2,114 $626K 0.06% -506 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: 6,909 shares; 2024Q4: 6,045 shares; 2025Q1: 6,045 shares; 2025Q2: 6,275 shares; 2025Q3: 6,275 shares; 2025Q4: 7,145 shares 7,145 $626K 0.06% +870 Timeline IGSB 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: 66,591 shares; 2024Q4: 67,840 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,764 shares 11,764 $622K 0.06% new Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,331 shares; 2024Q4: 10,700 shares; 2025Q1: 10,719 shares; 2025Q2: 9,145 shares; 2025Q3: 8,209 shares; 2025Q4: 7,871 shares 7,871 $621K 0.06% -338 Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,620 shares; 2024Q4: 3,328 shares; 2025Q1: 3,381 shares; 2025Q2: 3,100 shares; 2025Q3: 2,720 shares; 2025Q4: 2,579 shares 2,579 $620K 0.06% -141 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: 8,258 shares; 2024Q4: 7,835 shares; 2025Q1: 7,435 shares; 2025Q2: 6,953 shares; 2025Q3: 5,128 shares; 2025Q4: 4,326 shares 4,326 $620K 0.06% -802 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,537 shares; 2025Q3: 10,644 shares; 2025Q4: 9,566 shares 9,566 $616K 0.06% -1,078 Timeline ULS UL SOLUTIONS INC More: the full row for UL 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: 8,155 shares; 2025Q4: 7,743 shares 7,743 $611K 0.06% -412 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: 5,575 shares; 2024Q4: 8,012 shares; 2025Q1: 7,951 shares; 2025Q2: 7,824 shares; 2025Q3: 10,181 shares; 2025Q4: 9,136 shares 9,136 $603K 0.06% -1,045 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: 528 shares; 2024Q4: 513 shares; 2025Q1: 530 shares; 2025Q2: 599 shares; 2025Q3: 636 shares; 2025Q4: 3,927 shares 3,927 $602K 0.06% +3,291 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: 8,931 shares; 2024Q4: 9,085 shares; 2025Q1: 8,853 shares; 2025Q2: 10,327 shares; 2025Q3: 7,787 shares; 2025Q4: 5,889 shares 5,889 $594K 0.06% -1,898 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: 5,760 shares; 2024Q4: 4,628 shares; 2025Q1: 3,968 shares; 2025Q2: 5,404 shares; 2025Q3: 5,392 shares; 2025Q4: 5,252 shares 5,252 $593K 0.06% -140 Timeline COO COOPER COS INC More: the full row for COOPER COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,591 shares; 2024Q4: 10,216 shares; 2025Q1: 9,948 shares; 2025Q2: 9,033 shares; 2025Q3: 7,951 shares; 2025Q4: 7,209 shares 7,209 $591K 0.06% -742 Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,497 shares; 2024Q4: 4,462 shares; 2025Q1: 4,228 shares; 2025Q2: 3,877 shares; 2025Q3: 3,391 shares; 2025Q4: 3,221 shares 3,221 $588K 0.06% -170 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 736 shares; 2025Q2: 1,296 shares; 2025Q3: 1,836 shares; 2025Q4: 1,474 shares 1,474 $584K 0.06% -362 Timeline NWG NATWEST GROUP PLC More: the full row for NATWEST GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,639 shares; 2024Q4: 38,489 shares; 2025Q1: 38,796 shares; 2025Q2: 36,749 shares; 2025Q3: 34,432 shares; 2025Q4: 32,956 shares 32,956 $577K 0.06% -1,476 Timeline ESS ESSEX PPTY TR INC More: the full row for ESSEX PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 883 shares; 2025Q1: 2,180 shares; 2025Q2: 2,929 shares; 2025Q3: 1,909 shares; 2025Q4: 2,183 shares 2,183 $571K 0.06% +274 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,644 shares; 2024Q4: 3,564 shares; 2025Q1: 3,417 shares; 2025Q2: 3,149 shares; 2025Q3: 2,759 shares; 2025Q4: 2,626 shares 2,626 $570K 0.06% -133 Timeline EMBJ EMBRAER S.A. More: the full row for EMBRAER S.A. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,320 shares; 2024Q4: 10,660 shares; 2025Q1: 10,660 shares; 2025Q2: 12,460 shares; 2025Q3: 8,767 shares; 2025Q4: 8,767 shares 8,767 $564K 0.06% 0 Timeline FOSL FOSSIL GROUP INC More: the full row for FOSSIL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 60,000 shares; 2025Q1: 60,000 shares; 2025Q2: 60,000 shares; 2025Q3: 108,000 shares; 2025Q4: 150,000 shares 150,000 $564K 0.06% +42,000 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: 1,107 shares; 2024Q4: 1,230 shares; 2025Q1: 1,128 shares; 2025Q2: 1,466 shares; 2025Q3: 1,278 shares; 2025Q4: 1,165 shares 1,165 $564K 0.06% -113 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,077 shares; 2025Q3: 17,961 shares; 2025Q4: 21,974 shares 21,974 $563K 0.06% +4,013 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: 809 shares; 2024Q4: 807 shares; 2025Q1: 777 shares; 2025Q2: 773 shares; 2025Q3: 765 shares; 2025Q4: 815 shares 815 $559K 0.06% +50 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,861 shares; 2024Q4: 22,408 shares; 2025Q1: 29,759 shares; 2025Q2: 42,553 shares; 2025Q3: 42,299 shares; 2025Q4: 19,461 shares 19,461 $547K 0.06% -22,838 Timeline TTAN SERVICETITAN INC More: the full row for SERVICETITAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,092 shares 5,092 $542K 0.05% new 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: 1,846 shares; 2024Q4: 2,044 shares; 2025Q1: 2,397 shares; 2025Q2: 2,484 shares; 2025Q3: 1,845 shares; 2025Q4: 2,018 shares 2,018 $535K 0.05% +173 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: 910 shares; 2024Q4: 889 shares; 2025Q1: 891 shares; 2025Q2: 712 shares; 2025Q3: 735 shares; 2025Q4: 895 shares 895 $519K 0.05% +160 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 692 shares; 2025Q4: 793 shares 793 $518K 0.05% +101 Timeline CALX CALIX INC More: the full row for CALIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,047 shares; 2024Q4: not reported; 2025Q1: 6,365 shares; 2025Q2: 9,571 shares; 2025Q3: 9,467 shares; 2025Q4: 9,655 shares 9,655 $511K 0.05% +188 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: 71 shares; 2024Q4: 79 shares; 2025Q1: 70 shares; 2025Q2: 90 shares; 2025Q3: 96 shares; 2025Q4: 95 shares 95 $509K 0.05% -1 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,077 shares; 2024Q4: 936 shares; 2025Q1: 1,214 shares; 2025Q2: 1,293 shares; 2025Q3: 1,276 shares; 2025Q4: 1,452 shares 1,452 $508K 0.05% +176 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: 2,917 shares; 2025Q1: 3,248 shares; 2025Q2: 3,501 shares; 2025Q3: 3,913 shares; 2025Q4: 3,820 shares 3,820 $501K 0.05% -93 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: 9,215 shares; 2024Q4: 8,650 shares; 2025Q1: not reported; 2025Q2: 11,398 shares; 2025Q3: 14,325 shares; 2025Q4: 18,392 shares 18,392 $498K 0.05% +4,067 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: 11,623 shares; 2024Q4: 10,052 shares; 2025Q1: 4,844 shares; 2025Q2: 4,553 shares; 2025Q3: 7,057 shares; 2025Q4: 9,231 shares 9,231 $498K 0.05% +2,174 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,151 shares; 2024Q4: 5,158 shares; 2025Q1: 5,440 shares; 2025Q2: 6,273 shares; 2025Q3: 4,317 shares; 2025Q4: 4,994 shares 4,994 $496K 0.05% +677 Timeline BSY BENTLEY SYS INC More: the full row for BENTLEY SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,183 shares; 2024Q4: 20,324 shares; 2025Q1: 21,036 shares; 2025Q2: 19,264 shares; 2025Q3: 16,598 shares; 2025Q4: 12,992 shares 12,992 $496K 0.05% -3,606 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,508 shares; 2024Q4: 1,502 shares; 2025Q1: 1,274 shares; 2025Q2: 1,553 shares; 2025Q3: 1,525 shares; 2025Q4: 1,688 shares 1,688 $496K 0.05% +163 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 637 shares; 2025Q3: 638 shares; 2025Q4: 529 shares 529 $494K 0.05% -109 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: 1,387 shares; 2025Q1: 1,317 shares; 2025Q2: 1,733 shares; 2025Q3: 1,876 shares; 2025Q4: 1,996 shares 1,996 $484K 0.05% +120 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,244 shares; 2024Q4: 14,153 shares; 2025Q1: 15,298 shares; 2025Q2: 13,876 shares; 2025Q3: 13,608 shares; 2025Q4: 9,483 shares 9,483 $482K 0.05% -4,125 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,696 shares; 2025Q4: 1,674 shares 1,674 $478K 0.05% -22 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 650 shares; 2025Q2: 794 shares; 2025Q3: 927 shares; 2025Q4: 1,018 shares 1,018 $477K 0.05% +91 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: 21,120 shares; 2024Q4: 14,841 shares; 2025Q1: 12,447 shares; 2025Q2: 9,426 shares; 2025Q3: 9,411 shares; 2025Q4: 9,529 shares 9,529 $469K 0.05% +118 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,829 shares; 2024Q4: 6,668 shares; 2025Q1: not reported; 2025Q2: 1,975 shares; 2025Q3: 2,807 shares; 2025Q4: 2,349 shares 2,349 $463K 0.05% -458 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,334 shares; 2024Q4: 3,980 shares; 2025Q1: 3,835 shares; 2025Q2: 4,052 shares; 2025Q3: 4,134 shares; 2025Q4: 3,462 shares 3,462 $459K 0.05% -672 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: not reported; 2024Q4: not reported; 2025Q1: 1,198 shares; 2025Q2: 2,287 shares; 2025Q3: 2,324 shares; 2025Q4: 2,180 shares 2,180 $454K 0.05% -144 Timeline RYAAY RYANAIR HOLDINGS PLC More: the full row for RYANAIR HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,532 shares; 2025Q2: 6,623 shares; 2025Q3: 6,118 shares; 2025Q4: 6,276 shares 6,276 $453K 0.05% +158 Timeline BJ BJS WHSL CLUB HLDGS INC More: the full row for BJS WHSL CLUB HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,346 shares; 2024Q4: 7,164 shares; 2025Q1: 6,646 shares; 2025Q2: 6,026 shares; 2025Q3: 5,317 shares; 2025Q4: 5,006 shares 5,006 $451K 0.05% -311 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: 1,622 shares; 2024Q4: 1,581 shares; 2025Q1: 1,664 shares; 2025Q2: 1,832 shares; 2025Q3: 1,802 shares; 2025Q4: 1,750 shares 1,750 $450K 0.05% -52 Timeline ACWI 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: 4,267 shares; 2024Q4: 4,199 shares; 2025Q1: 3,077 shares; 2025Q2: 3,248 shares; 2025Q3: 3,248 shares; 2025Q4: 3,179 shares 3,179 $450K 0.05% -69 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: 9,906 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,638 shares; 2025Q4: 17,937 shares 17,937 $447K 0.05% +6,299 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: 3,394 shares; 2024Q4: 2,921 shares; 2025Q1: not reported; 2025Q2: 3,832 shares; 2025Q3: 4,341 shares; 2025Q4: 4,346 shares 4,346 $445K 0.05% +5 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,109 shares; 2025Q3: 20,303 shares; 2025Q4: 18,982 shares 18,982 $442K 0.04% -1,321 Timeline SAIA SAIA INC More: the full row for SAIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,645 shares; 2024Q4: 1,626 shares; 2025Q1: 1,594 shares; 2025Q2: 1,770 shares; 2025Q3: 1,577 shares; 2025Q4: 1,352 shares 1,352 $441K 0.04% -225 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,104 shares; 2025Q4: 4,104 shares 4,104 $438K 0.04% 0 Timeline OLLI OLLIES BARGAIN OUTLET HLDGS More: the full row for OLLIES BARGAIN OUTLET HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,716 shares; 2025Q1: 5,305 shares; 2025Q2: 4,794 shares; 2025Q3: 4,235 shares; 2025Q4: 3,995 shares 3,995 $438K 0.04% -240 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,472 shares; 2024Q4: 20,517 shares; 2025Q1: 20,517 shares; 2025Q2: 9,090 shares; 2025Q3: 9,090 shares; 2025Q4: 9,090 shares 9,090 $437K 0.04% 0 Timeline TRMB TRIMBLE INC More: the full row for TRIMBLE 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: 6,194 shares; 2025Q4: 5,577 shares 5,577 $437K 0.04% -617 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,457 shares; 2024Q4: 1,464 shares; 2025Q1: 1,502 shares; 2025Q2: 2,010 shares; 2025Q3: 2,152 shares; 2025Q4: 2,160 shares 2,160 $435K 0.04% +8 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: 1,926 shares; 2024Q4: 1,914 shares; 2025Q1: 1,823 shares; 2025Q2: 1,664 shares; 2025Q3: 1,462 shares; 2025Q4: 1,285 shares 1,285 $433K 0.04% -177 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,834 shares; 2025Q1: 1,598 shares; 2025Q2: 1,991 shares; 2025Q3: 1,600 shares; 2025Q4: 2,045 shares 2,045 $430K 0.04% +445 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: 875 shares; 2024Q4: 941 shares; 2025Q1: 930 shares; 2025Q2: 896 shares; 2025Q3: 880 shares; 2025Q4: 1,589 shares 1,589 $426K 0.04% +709 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,127 shares; 2025Q1: 1,127 shares; 2025Q2: 1,127 shares; 2025Q3: 1,127 shares; 2025Q4: 1,127 shares 1,127 $421K 0.04% 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: not reported; 2024Q4: 1,871 shares; 2025Q1: 1,871 shares; 2025Q2: 1,730 shares; 2025Q3: 2,852 shares; 2025Q4: 2,114 shares 2,114 $420K 0.04% -738 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: 10,209 shares; 2024Q4: 9,612 shares; 2025Q1: 6,953 shares; 2025Q2: 5,170 shares; 2025Q3: 2,627 shares; 2025Q4: 3,552 shares 3,552 $417K 0.04% +925 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,409 shares; 2025Q4: 4,134 shares 4,134 $415K 0.04% +725 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,511 shares; 2024Q4: 3,098 shares; 2025Q1: 2,672 shares; 2025Q2: 3,580 shares; 2025Q3: 2,935 shares; 2025Q4: 1,722 shares 1,722 $415K 0.04% -1,213 Timeline ZBRA ZEBRA TECHNOLOGIES CORPORATI More: the full row for ZEBRA TECHNOLOGIES CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,533 shares; 2024Q4: 2,507 shares; 2025Q1: 2,370 shares; 2025Q2: 2,167 shares; 2025Q3: 1,907 shares; 2025Q4: 1,682 shares 1,682 $408K 0.04% -225 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: 2,600 shares; 2024Q4: 2,600 shares; 2025Q1: 2,600 shares; 2025Q2: 2,600 shares; 2025Q3: 2,600 shares; 2025Q4: 5,118 shares 5,118 $408K 0.04% +2,518 Timeline BFAM BRIGHT HORIZONS FAM SOL IN D More: the full row for BRIGHT HORIZONS FAM SOL IN D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,084 shares; 2024Q4: 5,656 shares; 2025Q1: 5,646 shares; 2025Q2: 5,111 shares; 2025Q3: 4,295 shares; 2025Q4: 4,019 shares 4,019 $408K 0.04% -276 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 950 shares; 2025Q3: 1,342 shares; 2025Q4: 1,454 shares 1,454 $406K 0.04% +112 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: 2,877 shares; 2024Q4: 2,540 shares; 2025Q1: 2,502 shares; 2025Q2: 2,556 shares; 2025Q3: 2,421 shares; 2025Q4: 2,503 shares 2,503 $405K 0.04% +82 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 38,683 shares; 2025Q3: 36,128 shares; 2025Q4: 34,185 shares 34,185 $401K 0.04% -1,943 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: 2,373 shares; 2024Q4: 2,375 shares; 2025Q1: 2,321 shares; 2025Q2: 2,357 shares; 2025Q3: 2,577 shares; 2025Q4: 2,049 shares 2,049 $400K 0.04% -528 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,305 shares; 2024Q4: 4,730 shares; 2025Q1: 4,614 shares; 2025Q2: 4,490 shares; 2025Q3: 4,493 shares; 2025Q4: 4,539 shares 4,539 $395K 0.04% +46 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: 424 shares; 2024Q4: 615 shares; 2025Q1: 755 shares; 2025Q2: 755 shares; 2025Q3: 628 shares; 2025Q4: 643 shares 643 $395K 0.04% +15 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: 3,015 shares; 2024Q4: 2,986 shares; 2025Q1: 2,204 shares; 2025Q2: 1,959 shares; 2025Q3: 1,526 shares; 2025Q4: 1,706 shares 1,706 $395K 0.04% +180 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,950 shares 3,950 $395K 0.04% new Timeline THO THOR INDS INC More: the full row for THOR INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,265 shares; 2024Q4: 4,999 shares; 2025Q1: 4,981 shares; 2025Q2: 4,568 shares; 2025Q3: 4,052 shares; 2025Q4: 3,840 shares 3,840 $394K 0.04% -212 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,627 shares; 2025Q4: 5,627 shares 5,627 $391K 0.04% 0 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,409 shares; 2025Q1: 1,495 shares; 2025Q2: 1,563 shares; 2025Q3: 1,891 shares; 2025Q4: 1,713 shares 1,713 $388K 0.04% -178 Timeline RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,554 shares; 2024Q4: 12,930 shares; 2025Q1: 13,052 shares; 2025Q2: 13,380 shares; 2025Q3: 12,584 shares; 2025Q4: 9,511 shares 9,511 $384K 0.04% -3,073 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: 589 shares; 2024Q4: 796 shares; 2025Q1: 796 shares; 2025Q2: 797 shares; 2025Q3: 797 shares; 2025Q4: 797 shares 797 $377K 0.04% 0 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: 255 shares; 2024Q4: 603 shares; 2025Q1: 447 shares; 2025Q2: 961 shares; 2025Q3: 635 shares; 2025Q4: 373 shares 373 $376K 0.04% -262 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: 6,599 shares; 2024Q4: 6,510 shares; 2025Q1: 5,522 shares; 2025Q2: 9,698 shares; 2025Q3: 9,725 shares; 2025Q4: 9,108 shares 9,108 $366K 0.04% -617 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 27,938 shares 27,938 $364K 0.04% new Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,128 shares; 2024Q4: 15,360 shares; 2025Q1: 10,923 shares; 2025Q2: 8,081 shares; 2025Q3: 8,202 shares; 2025Q4: 7,752 shares 7,752 $363K 0.04% -450 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,290 shares; 2024Q4: 17,406 shares; 2025Q1: 17,524 shares; 2025Q2: 17,644 shares; 2025Q3: 17,778 shares; 2025Q4: 17,915 shares 17,915 $362K 0.04% +137 Timeline OLED UNIVERSAL DISPLAY CORP More: the full row for UNIVERSAL DISPLAY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,741 shares; 2024Q4: 3,150 shares; 2025Q1: 5,572 shares; 2025Q2: 5,158 shares; 2025Q3: 4,600 shares; 2025Q4: 3,093 shares 3,093 $361K 0.04% -1,507 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,390 shares; 2024Q4: 7,303 shares; 2025Q1: 7,154 shares; 2025Q2: 7,158 shares; 2025Q3: 7,179 shares; 2025Q4: 6,831 shares 6,831 $361K 0.04% -348 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,525 shares; 2024Q4: 14,452 shares; 2025Q1: 13,620 shares; 2025Q2: 11,133 shares; 2025Q3: 10,777 shares; 2025Q4: 5,668 shares 5,668 $360K 0.04% -5,109 Timeline TOST TOAST INC More: the full row for TOAST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,098 shares; 2025Q1: 8,113 shares; 2025Q2: 10,506 shares; 2025Q3: 9,886 shares; 2025Q4: 10,033 shares 10,033 $356K 0.04% +147 Timeline POOL POOL CORP More: the full row for POOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,716 shares; 2024Q4: 2,514 shares; 2025Q1: 2,531 shares; 2025Q2: 2,297 shares; 2025Q3: 2,025 shares; 2025Q4: 1,535 shares 1,535 $351K 0.04% -490 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 949 shares; 2025Q3: 1,055 shares; 2025Q4: 1,185 shares 1,185 $351K 0.04% +130 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: 894 shares; 2024Q4: 1,056 shares; 2025Q1: 1,352 shares; 2025Q2: 1,352 shares; 2025Q3: 1,352 shares; 2025Q4: 1,351 shares 1,351 $348K 0.04% -1 Timeline SITE SITEONE LANDSCAPE SUPPLY INC More: the full row for SITEONE LANDSCAPE SUPPLY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,942 shares; 2024Q4: 3,646 shares; 2025Q1: 3,651 shares; 2025Q2: 3,352 shares; 2025Q3: 2,981 shares; 2025Q4: 2,791 shares 2,791 $348K 0.04% -190 Timeline BBIO BRIDGEBIO PHARMA INC More: the full row for BRIDGEBIO PHARMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,667 shares; 2025Q3: 4,537 shares; 2025Q4: 4,537 shares 4,537 $347K 0.04% 0 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: not reported; 2024Q4: 3,841 shares; 2025Q1: 3,592 shares; 2025Q2: 3,576 shares; 2025Q3: 3,576 shares; 2025Q4: 3,857 shares 3,857 $345K 0.03% +281 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,370 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,917 shares; 2025Q4: 9,305 shares 9,305 $343K 0.03% +388 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,271 shares; 2025Q3: 1,478 shares; 2025Q4: 1,199 shares 1,199 $342K 0.03% -279 Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,343 shares; 2024Q4: 2,114 shares; 2025Q1: 1,653 shares; 2025Q2: 1,333 shares; 2025Q3: 1,254 shares; 2025Q4: 1,483 shares 1,483 $340K 0.03% +229 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,251 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,741 shares; 2025Q3: 3,759 shares; 2025Q4: 3,838 shares 3,838 $339K 0.03% +79 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: 604 shares; 2024Q4: 390 shares; 2025Q1: 418 shares; 2025Q2: 474 shares; 2025Q3: 536 shares; 2025Q4: 277 shares 277 $337K 0.03% -259 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: 132,724 shares; 2024Q4: 173,481 shares; 2025Q1: 3,585 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,212 shares 4,212 $332K 0.03% new 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: 874 shares; 2024Q4: 865 shares; 2025Q1: 890 shares; 2025Q2: 1,000 shares; 2025Q3: 1,001 shares; 2025Q4: 943 shares 943 $331K 0.03% -58 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,478 shares; 2025Q2: 3,538 shares; 2025Q3: 2,388 shares; 2025Q4: 2,312 shares 2,312 $329K 0.03% -76 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,052 shares; 2025Q3: 1,122 shares; 2025Q4: 1,119 shares 1,119 $321K 0.03% -3 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,064 shares; 2024Q4: 6,985 shares; 2025Q1: 7,670 shares; 2025Q2: 7,257 shares; 2025Q3: 6,848 shares; 2025Q4: 5,654 shares 5,654 $320K 0.03% -1,194 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: 2,154 shares; 2024Q4: 2,025 shares; 2025Q1: 1,783 shares; 2025Q2: 1,805 shares; 2025Q3: 2,328 shares; 2025Q4: 2,312 shares 2,312 $319K 0.03% -16 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: 4,511 shares; 2024Q4: 3,562 shares; 2025Q1: 3,411 shares; 2025Q2: 4,578 shares; 2025Q3: 3,047 shares; 2025Q4: 3,174 shares 3,174 $315K 0.03% +127 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,263 shares; 2024Q4: 902 shares; 2025Q1: not reported; 2025Q2: 1,068 shares; 2025Q3: 1,187 shares; 2025Q4: 1,375 shares 1,375 $315K 0.03% +188 Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,925 shares; 2024Q4: 2,900 shares; 2025Q1: 2,900 shares; 2025Q2: 2,775 shares; 2025Q3: 2,904 shares; 2025Q4: 3,022 shares 3,022 $315K 0.03% +118 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,903 shares; 2024Q4: 4,172 shares; 2025Q1: 4,197 shares; 2025Q2: 4,867 shares; 2025Q3: 4,821 shares; 2025Q4: 4,460 shares 4,460 $312K 0.03% -361 Timeline HLNE HAMILTON LANE INC More: the full row for HAMILTON LANE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,794 shares; 2025Q3: 2,441 shares; 2025Q4: 2,311 shares 2,311 $310K 0.03% -130 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 559 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 634 shares; 2025Q3: 668 shares; 2025Q4: 698 shares 698 $310K 0.03% +30 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,670 shares; 2025Q2: 2,639 shares; 2025Q3: 2,774 shares; 2025Q4: 3,026 shares 3,026 $302K 0.03% +252 Timeline CHH CHOICE HOTELS INTL INC More: the full row for CHOICE HOTELS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,038 shares; 2024Q4: 5,862 shares; 2025Q1: 5,451 shares; 2025Q2: 4,907 shares; 2025Q3: 4,309 shares; 2025Q4: 3,159 shares 3,159 $301K 0.03% -1,150 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,018 shares; 2025Q3: 1,200 shares; 2025Q4: 1,633 shares 1,633 $301K 0.03% +433 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: 2,592 shares; 2024Q4: 1,831 shares; 2025Q1: 2,049 shares; 2025Q2: 2,502 shares; 2025Q3: 2,452 shares; 2025Q4: 1,740 shares 1,740 $298K 0.03% -712 Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,742 shares; 2024Q4: 1,298 shares; 2025Q1: 1,215 shares; 2025Q2: 1,337 shares; 2025Q3: 1,064 shares; 2025Q4: 713 shares 713 $297K 0.03% -351 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 403 shares; 2025Q4: 439 shares 439 $297K 0.03% +36 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,925 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,900 shares; 2025Q3: 2,900 shares; 2025Q4: 2,900 shares 2,900 $296K 0.03% 0 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,755 shares; 2025Q3: 4,593 shares; 2025Q4: 5,436 shares 5,436 $293K 0.03% +843 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,100 shares; 2024Q4: 26,374 shares; 2025Q1: 22,172 shares; 2025Q2: 22,093 shares; 2025Q3: 4,086 shares; 2025Q4: 4,086 shares 4,086 $292K 0.03% 0 Timeline CACC CREDIT ACCEP CORP MICH More: the full row for CREDIT ACCEP CORP MICH Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 652 shares; 2024Q4: 652 shares; 2025Q1: 652 shares; 2025Q2: 652 shares; 2025Q3: 652 shares; 2025Q4: 654 shares 654 $290K 0.03% +2 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,978 shares; 2024Q4: 2,781 shares; 2025Q1: 2,488 shares; 2025Q2: 2,020 shares; 2025Q3: 2,193 shares; 2025Q4: 2,125 shares 2,125 $289K 0.03% -68 Timeline KTOS KRATOS DEFENSE & SEC SOLUTIO More: the full row for KRATOS DEFENSE & SEC SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,558 shares; 2025Q4: 3,665 shares 3,665 $278K 0.03% +107 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: not reported; 2024Q4: 652 shares; 2025Q1: 1,076 shares; 2025Q2: 539 shares; 2025Q3: 550 shares; 2025Q4: 475 shares 475 $276K 0.03% -75 Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,225 shares; 2025Q3: 1,429 shares; 2025Q4: 1,381 shares 1,381 $274K 0.03% -48 Timeline TMP TOMPKINS FINL CORP More: the full row for TOMPKINS FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,077 shares; 2024Q4: 3,781 shares; 2025Q1: 3,781 shares; 2025Q2: 3,781 shares; 2025Q3: 3,781 shares; 2025Q4: 3,781 shares 3,781 $274K 0.03% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,832 shares; 2025Q4: 2,832 shares 2,832 $272K 0.03% 0 Timeline CHE CHEMED CORP NEW More: the full row for CHEMED CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,040 shares; 2024Q4: 970 shares; 2025Q1: 974 shares; 2025Q2: 897 shares; 2025Q3: 790 shares; 2025Q4: 634 shares 634 $271K 0.03% -156 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,873 shares; 2024Q4: 7,180 shares; 2025Q1: 8,106 shares; 2025Q2: 8,085 shares; 2025Q3: 6,824 shares; 2025Q4: 7,231 shares 7,231 $268K 0.03% +407 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,400 shares 3,400 $267K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 962 shares; 2025Q3: 1,303 shares; 2025Q4: 1,218 shares 1,218 $267K 0.03% -85 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,532 shares; 2025Q2: 2,812 shares; 2025Q3: 2,921 shares; 2025Q4: 2,665 shares 2,665 $266K 0.03% -256 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,861 shares; 2025Q3: 3,712 shares; 2025Q4: 3,269 shares 3,269 $265K 0.03% -443 Timeline PFIS PEOPLES FINL SVCS CORP More: the full row for PEOPLES FINL SVCS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,393 shares; 2025Q4: 5,393 shares 5,393 $263K 0.03% 0 Timeline HEFA 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: 1,687,128 shares; 2024Q4: 1,710,648 shares; 2025Q1: 1,749,918 shares; 2025Q2: 18,359 shares; 2025Q3: 6,321 shares; 2025Q4: 6,321 shares 6,321 $261K 0.03% 0 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: 3,136 shares; 2024Q4: 3,497 shares; 2025Q1: 3,545 shares; 2025Q2: 3,249 shares; 2025Q3: 2,902 shares; 2025Q4: 3,103 shares 3,103 $261K 0.03% +201 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,005 shares; 2025Q4: 3,004 shares 3,004 $258K 0.03% -1 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,465 shares; 2025Q3: 1,569 shares; 2025Q4: 1,765 shares 1,765 $256K 0.03% +196 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: 1,812 shares; 2024Q4: not reported; 2025Q1: 1,949 shares; 2025Q2: 2,380 shares; 2025Q3: 2,306 shares; 2025Q4: 2,317 shares 2,317 $255K 0.03% +11 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,048 shares 3,048 $254K 0.03% new Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,706 shares; 2024Q4: 5,767 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,038 shares; 2025Q4: 4,224 shares 4,224 $254K 0.03% +186 Timeline EQNR EQUINOR ASA More: the full row for EQUINOR ASA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,714 shares 10,714 $253K 0.03% new Timeline ENVX ENOVIX CORPORATION More: the full row for ENOVIX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,300 shares; 2024Q4: 30,322 shares; 2025Q1: 30,335 shares; 2025Q2: 30,342 shares; 2025Q3: 34,627 shares; 2025Q4: 34,630 shares 34,630 $253K 0.03% +3 Timeline CYTK CYTOKINETICS INC More: the full row for CYTOKINETICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,982 shares; 2025Q4: 3,982 shares 3,982 $253K 0.03% 0 Timeline SBAC SBA COMMUNICATIONS CORP More: the full row for SBA COMMUNICATIONS 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: 1,935 shares; 2025Q2: 3,042 shares; 2025Q3: 1,146 shares; 2025Q4: 1,295 shares 1,295 $250K 0.03% +149 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: 23,884 shares; 2024Q4: 18,667 shares; 2025Q1: 16,922 shares; 2025Q2: 13,649 shares; 2025Q3: 13,655 shares; 2025Q4: 11,220 shares 11,220 $250K 0.03% -2,435 Timeline CVNA CARVANA CO More: the full row for CARVANA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 688 shares; 2025Q4: 589 shares 589 $249K 0.03% -99 Timeline ASND ASCENDIS PHARMA A/S More: the full row for ASCENDIS PHARMA A/S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,168 shares; 2025Q3: 1,157 shares; 2025Q4: 1,165 shares 1,165 $248K 0.03% +8 Timeline EXPO EXPONENT INC More: the full row for EXPONENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,040 shares; 2024Q4: 5,547 shares; 2025Q1: 5,608 shares; 2025Q2: 5,125 shares; 2025Q3: 4,526 shares; 2025Q4: 3,545 shares 3,545 $246K 0.02% -981 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 790 shares; 2025Q2: 694 shares; 2025Q3: not reported; 2025Q4: 1,094 shares 1,094 $245K 0.02% new Timeline ONC BEONE MEDICINES LTD More: the full row for BEONE MEDICINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,001 shares; 2024Q4: 1,132 shares; 2025Q1: 1,029 shares; 2025Q2: 1,022 shares; 2025Q3: 952 shares; 2025Q4: 787 shares 787 $239K 0.02% -165 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: 1,340 shares; 2024Q4: 1,110 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,339 shares; 2025Q4: 1,372 shares 1,372 $238K 0.02% +33 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,094 shares 1,094 $238K 0.02% new 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: 4,426 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,330 shares 2,330 $233K 0.02% new Timeline REMX 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,134 shares 3,134 $232K 0.02% new Timeline ALNY ALNYLAM PHARMACEUTICALS INC More: the full row for ALNYLAM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 590 shares; 2025Q4: 582 shares 582 $231K 0.02% -8 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,745 shares 5,745 $220K 0.02% new Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,406 shares; 2024Q4: not reported; 2025Q1: 3,406 shares; 2025Q2: 3,406 shares; 2025Q3: 3,406 shares; 2025Q4: 3,425 shares 3,425 $220K 0.02% +19 Timeline AAXJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,366 shares 2,366 $220K 0.02% new 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: not reported; 2025Q3: not reported; 2025Q4: 5,054 shares 5,054 $220K 0.02% new Timeline IBGB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,673 shares 8,673 $214K 0.02% new Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,441 shares; 2025Q3: 1,567 shares; 2025Q4: 1,409 shares 1,409 $213K 0.02% -158 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,704 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,561 shares 1,561 $212K 0.02% new Timeline FELG 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: 5,043 shares; 2025Q4: 5,043 shares 5,043 $210K 0.02% 0 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,086 shares; 2025Q4: 1,086 shares 1,086 $207K 0.02% 0 Timeline SUSC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,827 shares 8,827 $206K 0.02% new Timeline BXMT BLACKSTONE MORTGAGE TRUST IN More: the full row for BLACKSTONE MORTGAGE TRUST IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,777 shares 10,777 $206K 0.02% new 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: 1,498 shares; 2024Q4: 1,521 shares; 2025Q1: 1,522 shares; 2025Q2: 983 shares; 2025Q3: not reported; 2025Q4: 836 shares 836 $206K 0.02% new Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,638 shares; 2024Q4: 4,589 shares; 2025Q1: 4,447 shares; 2025Q2: 3,528 shares; 2025Q3: 4,228 shares; 2025Q4: 2,375 shares 2,375 $205K 0.02% -1,853 Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,447 shares 16,447 $204K 0.02% new Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,061 shares; 2024Q4: 1,061 shares; 2025Q1: not reported; 2025Q2: 996 shares; 2025Q3: 927 shares; 2025Q4: 927 shares 927 $204K 0.02% 0 Timeline NYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,781 shares 3,781 $202K 0.02% new Timeline IYLD 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: 9,790 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,428 shares; 2025Q4: 9,428 shares 9,428 $202K 0.02% 0 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,986 shares; 2024Q4: 2,619 shares; 2025Q1: 4,014 shares; 2025Q2: 3,692 shares; 2025Q3: 3,467 shares; 2025Q4: 2,039 shares 2,039 $202K 0.02% -1,428 Timeline TDUP THREDUP INC More: the full row for THREDUP 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: 17,554 shares; 2025Q4: 31,366 shares 31,366 $200K 0.02% +13,812 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,060 shares 2,060 $200K 0.02% new Timeline TRAK REPOSITRAK INC More: the full row for REPOSITRAK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,775 shares; 2025Q1: 12,775 shares; 2025Q2: 12,775 shares; 2025Q3: 12,775 shares; 2025Q4: 12,775 shares 12,775 $158K 0.02% 0 Timeline FWRG FIRST WATCH RESTAURANT GROUP More: the full row for FIRST WATCH RESTAURANT GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,813 shares; 2025Q3: 10,471 shares; 2025Q4: 10,471 shares 10,471 $158K 0.02% 0 Timeline PTON PELOTON INTERACTIVE INC More: the full row for PELOTON INTERACTIVE 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: 13,433 shares 13,433 $82.7K 0.01% new Timeline OTLK OUTLOOK THERAPEUTICS INC More: the full row for OUTLOOK THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,730 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,000 shares; 2025Q3: 48,235 shares; 2025Q4: 48,235 shares 48,235 $76.2K 0.01% 0 Timeline RXRX RECURSION PHARMACEUTICALS IN More: the full row for RECURSION PHARMACEUTICALS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,000 shares; 2025Q4: 13,000 shares 13,000 $53.2K 0.01% 0 Timeline