ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,213,516 shares; 2024Q4: 4,439,745 shares; 2025Q1: 4,837,602 shares; 2025Q2: 4,825,235 shares; 2025Q3: 4,707,947 shares; 2025Q4: 4,332,431 shares 4,332,431 $416M 4.78% -375,516 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,349,187 shares; 2024Q4: 1,521,809 shares; 2025Q1: 1,607,872 shares; 2025Q2: 1,659,087 shares; 2025Q3: 1,593,021 shares; 2025Q4: 1,507,387 shares 1,507,387 $272M 3.12% -85,634 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,325,256 shares; 2024Q4: 2,448,096 shares; 2025Q1: 2,569,851 shares; 2025Q2: 2,517,149 shares; 2025Q3: 2,461,080 shares; 2025Q4: 2,282,440 shares 2,282,440 $250M 2.88% -178,640 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: 1,365,906 shares; 2024Q4: 1,353,569 shares; 2025Q1: 1,313,830 shares; 2025Q2: 943,146 shares; 2025Q3: 840,616 shares; 2025Q4: 769,985 shares 769,985 $242M 2.78% -70,631 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: 2,075,843 shares; 2024Q4: 2,271,402 shares; 2025Q1: 2,546,347 shares; 2025Q2: 2,478,319 shares; 2025Q3: 2,442,702 shares; 2025Q4: 1,340,841 shares 1,340,841 $181M 2.09% -1,101,861 Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 465,569 shares; 2024Q4: 505,292 shares; 2025Q1: 552,190 shares; 2025Q2: 702,813 shares; 2025Q3: 715,811 shares; 2025Q4: 675,398 shares 675,398 $170M 1.96% -40,413 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: 747,114 shares; 2024Q4: 741,418 shares; 2025Q1: 758,621 shares; 2025Q2: 746,067 shares; 2025Q3: 736,150 shares; 2025Q4: 702,961 shares 702,961 $162M 1.87% -33,189 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,159,546 shares; 2024Q4: 4,420,382 shares; 2025Q1: 4,651,616 shares; 2025Q2: 4,590,422 shares; 2025Q3: 4,510,596 shares; 2025Q4: 4,072,359 shares 4,072,359 $159M 1.83% -438,237 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,734,746 shares; 2024Q4: 1,941,098 shares; 2025Q1: 2,060,954 shares; 2025Q2: 2,042,286 shares; 2025Q3: 2,008,760 shares; 2025Q4: 1,987,110 shares 1,987,110 $158M 1.82% -21,650 Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 502,552 shares; 2024Q4: 752,677 shares; 2025Q1: 836,530 shares; 2025Q2: 1,324,521 shares; 2025Q3: 1,296,175 shares; 2025Q4: 1,154,334 shares 1,154,334 $157M 1.81% -141,841 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,946 shares; 2025Q1: 9,683 shares; 2025Q2: 297,048 shares; 2025Q3: 292,629 shares; 2025Q4: 277,757 shares 277,757 $156M 1.8% -14,872 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 371,790 shares; 2024Q4: 401,822 shares; 2025Q1: 515,134 shares; 2025Q2: 516,436 shares; 2025Q3: 508,966 shares; 2025Q4: 475,632 shares 475,632 $152M 1.75% -33,334 Timeline MKSI MKS INC. More: the full row for MKS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 801,348 shares; 2024Q4: 933,936 shares; 2025Q1: 1,428,143 shares; 2025Q2: 1,463,683 shares; 2025Q3: 976,091 shares; 2025Q4: 921,450 shares 921,450 $147M 1.69% -54,641 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 494,339 shares; 2024Q4: 538,178 shares; 2025Q1: 556,683 shares; 2025Q2: 570,807 shares; 2025Q3: 556,122 shares; 2025Q4: 525,878 shares 525,878 $132M 1.52% -30,244 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: 284,896 shares; 2024Q4: 279,500 shares; 2025Q1: 452,263 shares; 2025Q2: 574,252 shares; 2025Q3: 553,187 shares; 2025Q4: 545,044 shares 545,044 $125M 1.44% -8,143 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: 405,250 shares; 2024Q4: 376,465 shares; 2025Q1: 365,051 shares; 2025Q2: 360,027 shares; 2025Q3: 366,257 shares; 2025Q4: 355,548 shares 355,548 $125M 1.43% -10,709 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: 1,553,936 shares; 2024Q4: 1,682,258 shares; 2025Q1: 1,842,275 shares; 2025Q2: 1,853,872 shares; 2025Q3: 1,831,084 shares; 2025Q4: 1,724,598 shares 1,724,598 $121M 1.39% -106,486 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: 579,530 shares; 2024Q4: 613,706 shares; 2025Q1: 659,008 shares; 2025Q2: 763,621 shares; 2025Q3: 725,279 shares; 2025Q4: 677,878 shares 677,878 $118M 1.35% -47,401 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 257,871 shares; 2024Q4: 282,076 shares; 2025Q1: 309,319 shares; 2025Q2: 312,259 shares; 2025Q3: 307,693 shares; 2025Q4: 293,164 shares 293,164 $111M 1.28% -14,529 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: 185,107 shares; 2024Q4: 204,082 shares; 2025Q1: 222,515 shares; 2025Q2: 225,111 shares; 2025Q3: 222,575 shares; 2025Q4: 210,832 shares 210,832 $108M 1.24% -11,743 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: 920,977 shares; 2024Q4: 999,768 shares; 2025Q1: 1,065,299 shares; 2025Q2: 1,113,378 shares; 2025Q3: 1,102,188 shares; 2025Q4: 1,043,703 shares 1,043,703 $107M 1.23% -58,485 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 545,426 shares; 2024Q4: 548,874 shares; 2025Q1: 540,801 shares; 2025Q2: 531,069 shares; 2025Q3: 571,222 shares; 2025Q4: 519,312 shares 519,312 $106M 1.21% -51,910 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,355,696 shares; 2024Q4: 1,322,117 shares; 2025Q1: 1,427,903 shares; 2025Q2: 1,407,188 shares; 2025Q3: 1,448,969 shares; 2025Q4: 1,362,392 shares 1,362,392 $102M 1.18% -86,577 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 531,004 shares; 2024Q4: 524,664 shares; 2025Q1: 521,033 shares; 2025Q2: 406,066 shares; 2025Q3: 378,575 shares; 2025Q4: 367,468 shares 367,468 $99.7M 1.15% -11,107 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: 143,446 shares; 2024Q4: 147,855 shares; 2025Q1: 162,642 shares; 2025Q2: 152,923 shares; 2025Q3: 169,700 shares; 2025Q4: 196,935 shares 196,935 $95.2M 1.1% +27,235 Timeline BAM BROOKFIELD ASSET MANAGMT LTD More: the full row for BROOKFIELD ASSET MANAGMT LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,579,950 shares; 2024Q4: 1,736,887 shares; 2025Q1: 1,901,985 shares; 2025Q2: 1,926,784 shares; 2025Q3: 1,908,051 shares; 2025Q4: 1,801,474 shares 1,801,474 $94.4M 1.09% -106,577 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: 1,208,442 shares; 2025Q1: 668,516 shares; 2025Q2: 1,222,347 shares; 2025Q3: 728,558 shares; 2025Q4: 712,155 shares 712,155 $93.3M 1.07% -16,403 Timeline MSA MSA SAFETY INC More: the full row for MSA SAFETY 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: 568,244 shares 568,244 $91M 1.05% new 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: 431,428 shares; 2024Q4: 448,844 shares; 2025Q1: 439,630 shares; 2025Q2: 431,683 shares; 2025Q3: 407,815 shares; 2025Q4: 375,532 shares 375,532 $90.6M 1.04% -32,283 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 307,344 shares; 2024Q4: 300,601 shares; 2025Q1: 472,848 shares; 2025Q2: 460,220 shares; 2025Q3: 442,545 shares; 2025Q4: 397,291 shares 397,291 $88.4M 1.02% -45,254 Timeline LAD LITHIA MTRS INC More: the full row for LITHIA MTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 230,251 shares; 2024Q4: 255,125 shares; 2025Q1: 280,456 shares; 2025Q2: 284,804 shares; 2025Q3: 283,015 shares; 2025Q4: 266,043 shares 266,043 $88.4M 1.02% -16,972 Timeline FWONK LIBERTY MEDIA CORP DEL More: the full row for LIBERTY MEDIA CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 733,333 shares; 2024Q4: 845,119 shares; 2025Q1: 971,418 shares; 2025Q2: 985,188 shares; 2025Q3: 970,479 shares; 2025Q4: 892,786 shares 892,786 $87.9M 1.01% -77,693 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: 163,296 shares; 2024Q4: 125,068 shares; 2025Q1: 123,118 shares; 2025Q2: 120,401 shares; 2025Q3: 109,245 shares; 2025Q4: 98,952 shares 98,952 $87M 1% -10,293 Timeline FND FLOOR & DECOR HLDGS INC More: the full row for FLOOR & DECOR HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 908,834 shares; 2024Q4: 978,458 shares; 2025Q1: 1,063,511 shares; 2025Q2: 1,627,820 shares; 2025Q3: 1,644,673 shares; 2025Q4: 1,411,076 shares 1,411,076 $85.9M 0.99% -233,597 Timeline MC MOELIS & CO More: the full row for MOELIS & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,559,321 shares; 2024Q4: 1,164,887 shares; 2025Q1: 1,264,200 shares; 2025Q2: 1,295,284 shares; 2025Q3: 1,284,261 shares; 2025Q4: 1,218,178 shares 1,218,178 $83.7M 0.96% -66,083 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 435,468 shares; 2024Q4: 432,488 shares; 2025Q1: 424,830 shares; 2025Q2: 412,608 shares; 2025Q3: 397,440 shares; 2025Q4: 367,175 shares 367,175 $83.6M 0.96% -30,265 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 699,474 shares; 2024Q4: 700,094 shares; 2025Q1: 695,411 shares; 2025Q2: 667,908 shares; 2025Q3: 653,819 shares; 2025Q4: 609,418 shares 609,418 $82.9M 0.95% -44,401 Timeline AOS SMITH A O CORP More: the full row for SMITH A O CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,209,405 shares 1,209,405 $80.9M 0.93% new Timeline ABG ASBURY AUTOMOTIVE GROUP INC More: the full row for ASBURY AUTOMOTIVE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 306,580 shares; 2024Q4: 339,160 shares; 2025Q1: 373,320 shares; 2025Q2: 378,519 shares; 2025Q3: 374,577 shares; 2025Q4: 346,280 shares 346,280 $80.5M 0.93% -28,297 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 465,903 shares; 2024Q4: 496,852 shares; 2025Q1: 548,284 shares; 2025Q2: 553,722 shares; 2025Q3: 547,050 shares; 2025Q4: 525,834 shares 525,834 $78.4M 0.9% -21,216 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: 982,609 shares; 2024Q4: 961,439 shares; 2025Q1: 957,641 shares; 2025Q2: 841,082 shares; 2025Q3: 809,610 shares; 2025Q4: 761,350 shares 761,350 $76.1M 0.88% -48,260 Timeline JMBS JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,677,710 shares; 2024Q4: 1,715,313 shares; 2025Q1: 1,848,438 shares; 2025Q2: 1,726,547 shares; 2025Q3: 1,641,120 shares; 2025Q4: 1,532,028 shares 1,532,028 $70M 0.81% -109,092 Timeline TECH BIO-TECHNE CORP More: the full row for BIO-TECHNE 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: 744,651 shares; 2025Q4: 1,181,308 shares 1,181,308 $69.5M 0.8% +436,657 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: 515,033 shares; 2024Q4: 512,440 shares; 2025Q1: 507,201 shares; 2025Q2: 495,974 shares; 2025Q3: 479,739 shares; 2025Q4: 449,390 shares 449,390 $69M 0.79% -30,349 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,218,119 shares; 2024Q4: 1,213,230 shares; 2025Q1: 1,195,621 shares; 2025Q2: 1,169,057 shares; 2025Q3: 1,120,935 shares; 2025Q4: 1,498,571 shares 1,498,571 $68.8M 0.79% +377,636 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: 152,483 shares; 2024Q4: 136,726 shares; 2025Q1: 164,123 shares; 2025Q2: 146,526 shares; 2025Q3: 156,974 shares; 2025Q4: 350,974 shares 350,974 $68.5M 0.79% +194,000 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: 638,075 shares 638,075 $68M 0.78% new 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: 313,273 shares; 2024Q4: 305,088 shares; 2025Q1: 305,935 shares; 2025Q2: 303,237 shares; 2025Q3: 284,442 shares; 2025Q4: 244,254 shares 244,254 $65.5M 0.75% -40,188 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: 50,026 shares; 2024Q4: 49,648 shares; 2025Q1: 49,495 shares; 2025Q2: 55,688 shares; 2025Q3: 58,856 shares; 2025Q4: 60,914 shares 60,914 $65.5M 0.75% +2,058 Timeline MSTI MADISON ETFS TRUST More: the full row for MADISON ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,972,579 shares; 2024Q4: 3,096,207 shares; 2025Q1: 3,068,537 shares; 2025Q2: 3,083,424 shares; 2025Q3: 3,038,297 shares; 2025Q4: 2,820,994 shares 2,820,994 $57.8M 0.67% -217,303 Timeline LBRDK LIBERTY BROADBAND CORP More: the full row for LIBERTY BROADBAND CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,551,396 shares; 2024Q4: 1,641,438 shares; 2025Q1: 1,781,745 shares; 2025Q2: 1,768,132 shares; 2025Q3: 1,328,182 shares; 2025Q4: 1,181,920 shares 1,181,920 $57.4M 0.66% -146,262 Timeline DSTL ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,415,814 shares; 2024Q4: 1,318,928 shares; 2025Q1: 1,345,696 shares; 2025Q2: 1,115,963 shares; 2025Q3: 1,090,137 shares; 2025Q4: 943,332 shares 943,332 $55.6M 0.64% -146,805 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: 731,658 shares; 2024Q4: 702,937 shares; 2025Q1: 688,093 shares; 2025Q2: 688,473 shares; 2025Q3: 683,751 shares; 2025Q4: 686,878 shares 686,878 $55.1M 0.63% +3,127 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 271,209 shares; 2024Q4: 272,729 shares; 2025Q1: 314,949 shares; 2025Q2: 312,379 shares; 2025Q3: 319,737 shares; 2025Q4: 290,337 shares 290,337 $53.9M 0.62% -29,400 Timeline KNSL KINSALE CAP GROUP INC More: the full row for KINSALE CAP GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 156,634 shares; 2025Q2: 163,974 shares; 2025Q3: 156,124 shares; 2025Q4: 137,362 shares 137,362 $53.7M 0.62% -18,762 Timeline MAGG MADISON ETFS TRUST More: the full row for MADISON ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,779,486 shares; 2024Q4: 2,862,010 shares; 2025Q1: 2,796,158 shares; 2025Q2: 2,811,220 shares; 2025Q3: 2,661,903 shares; 2025Q4: 2,606,897 shares 2,606,897 $53.5M 0.62% -55,006 Timeline DIVL MADISON ETFS TRUST More: the full row for MADISON ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,574,005 shares; 2024Q4: 2,519,603 shares; 2025Q1: 2,484,841 shares; 2025Q2: 2,503,742 shares; 2025Q3: 2,368,228 shares; 2025Q4: 2,328,892 shares 2,328,892 $53.4M 0.61% -39,336 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: 197,303 shares; 2024Q4: 193,953 shares; 2025Q1: 189,400 shares; 2025Q2: 185,412 shares; 2025Q3: 195,295 shares; 2025Q4: 195,520 shares 195,520 $53.2M 0.61% +225 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,503 shares; 2024Q4: 39,842 shares; 2025Q1: 34,904 shares; 2025Q2: 29,164 shares; 2025Q3: 24,058 shares; 2025Q4: 83,341 shares 83,341 $50.3M 0.58% +59,283 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 259,096 shares; 2025Q3: 401,679 shares; 2025Q4: 362,323 shares 362,323 $49.2M 0.57% -39,356 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: 118,259 shares; 2024Q4: 118,311 shares; 2025Q1: 114,958 shares; 2025Q2: 108,503 shares; 2025Q3: 103,660 shares; 2025Q4: 98,137 shares 98,137 $45.7M 0.53% -5,523 Timeline CFR CULLEN FROST BANKERS INC More: the full row for CULLEN FROST BANKERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 314,864 shares; 2024Q4: 344,307 shares; 2025Q1: 376,784 shares; 2025Q2: 381,179 shares; 2025Q3: 377,226 shares; 2025Q4: 356,874 shares 356,874 $45.2M 0.52% -20,352 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: 161,933 shares; 2024Q4: 159,007 shares; 2025Q1: 153,654 shares; 2025Q2: 143,220 shares; 2025Q3: 132,583 shares; 2025Q4: 137,868 shares 137,868 $44.4M 0.51% +5,285 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,434 shares; 2024Q4: 62,334 shares; 2025Q1: 59,296 shares; 2025Q2: 58,846 shares; 2025Q3: 59,826 shares; 2025Q4: 58,121 shares 58,121 $43.8M 0.5% -1,705 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: 50,044 shares; 2024Q4: 55,969 shares; 2025Q1: 40,939 shares; 2025Q2: 48,909 shares; 2025Q3: 66,496 shares; 2025Q4: 64,038 shares 64,038 $43.7M 0.5% -2,458 Timeline GBCI GLACIER BANCORP INC NEW More: the full row for GLACIER BANCORP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 870,902 shares; 2024Q4: 951,224 shares; 2025Q1: 1,041,736 shares; 2025Q2: 1,055,415 shares; 2025Q3: 1,044,445 shares; 2025Q4: 987,362 shares 987,362 $43.5M 0.5% -57,083 Timeline FWONA LIBERTY MEDIA CORP DEL More: the full row for LIBERTY MEDIA CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 454,863 shares; 2024Q4: 454,863 shares; 2025Q1: 454,863 shares; 2025Q2: 454,863 shares; 2025Q3: 454,863 shares; 2025Q4: 454,863 shares 454,863 $40.7M 0.47% 0 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 411,729 shares; 2024Q4: 453,186 shares; 2025Q1: 497,585 shares; 2025Q2: 504,339 shares; 2025Q3: 499,241 shares; 2025Q4: 473,849 shares 473,849 $38.8M 0.45% -25,392 Timeline EEMA 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: 371,107 shares; 2024Q4: 440,473 shares; 2025Q1: 464,630 shares; 2025Q2: 373,592 shares; 2025Q3: 396,693 shares; 2025Q4: 392,640 shares 392,640 $36.9M 0.42% -4,053 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 189,679 shares; 2024Q4: 199,205 shares; 2025Q1: 208,218 shares; 2025Q2: 375,448 shares; 2025Q3: 462,706 shares; 2025Q4: 497,130 shares 497,130 $36.6M 0.42% +34,424 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: 39,023 shares; 2024Q4: 37,884 shares; 2025Q1: 39,531 shares; 2025Q2: 37,146 shares; 2025Q3: 33,829 shares; 2025Q4: 33,693 shares 33,693 $36.1M 0.42% -136 Timeline CVRD MADISON ETFS TRUST More: the full row for MADISON ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,726,642 shares; 2024Q4: 2,987,290 shares; 2025Q1: 2,668,145 shares; 2025Q2: 2,298,594 shares; 2025Q3: 2,205,000 shares; 2025Q4: 1,885,000 shares 1,885,000 $34.7M 0.4% -320,000 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: 91,093 shares; 2024Q4: 89,805 shares; 2025Q1: 91,137 shares; 2025Q2: 99,105 shares; 2025Q3: 109,266 shares; 2025Q4: 202,944 shares 202,944 $34.7M 0.4% +93,678 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,961 shares; 2024Q4: 116,845 shares; 2025Q1: 132,258 shares; 2025Q2: 157,639 shares; 2025Q3: 154,023 shares; 2025Q4: 152,050 shares 152,050 $34.6M 0.4% -1,973 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: 166,035 shares; 2024Q4: 203,767 shares; 2025Q1: 194,894 shares; 2025Q2: 186,461 shares; 2025Q3: 203,470 shares; 2025Q4: 157,184 shares 157,184 $32.5M 0.37% -46,286 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: 110,638 shares; 2024Q4: 107,182 shares; 2025Q1: 104,048 shares; 2025Q2: 97,549 shares; 2025Q3: 95,607 shares; 2025Q4: 94,398 shares 94,398 $32.5M 0.37% -1,209 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 70,672 shares; 2025Q4: 55,494 shares 55,494 $31.8M 0.37% -15,178 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: 551,093 shares; 2024Q4: 544,004 shares; 2025Q1: 507,950 shares; 2025Q2: 488,092 shares; 2025Q3: 460,080 shares; 2025Q4: 367,263 shares 367,263 $30.9M 0.36% -92,817 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 143,044 shares; 2024Q4: 106,780 shares; 2025Q1: 90,279 shares; 2025Q2: 76,980 shares; 2025Q3: 105,373 shares; 2025Q4: 110,567 shares 110,567 $30.2M 0.35% +5,194 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: 134,117 shares; 2024Q4: 181,321 shares; 2025Q1: 214,597 shares; 2025Q2: 173,020 shares; 2025Q3: 160,260 shares; 2025Q4: 249,350 shares 249,350 $30M 0.34% +89,090 Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,095,057 shares; 2024Q4: 2,316,840 shares; 2025Q1: 1,670,536 shares; 2025Q2: 1,207,518 shares; 2025Q3: 1,139,355 shares; 2025Q4: 1,132,088 shares 1,132,088 $28.4M 0.33% -7,267 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: 168,627 shares; 2024Q4: 160,838 shares; 2025Q1: 158,218 shares; 2025Q2: 144,524 shares; 2025Q3: 138,841 shares; 2025Q4: 222,970 shares 222,970 $26.8M 0.31% +84,129 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 446,102 shares; 2025Q1: 944,127 shares; 2025Q2: 1,151,255 shares; 2025Q3: 1,130,255 shares; 2025Q4: 1,130,255 shares 1,130,255 $26.8M 0.31% 0 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: 167,705 shares; 2024Q4: 166,029 shares; 2025Q1: 185,722 shares; 2025Q2: 189,697 shares; 2025Q3: 171,356 shares; 2025Q4: 133,071 shares 133,071 $25.9M 0.3% -38,285 Timeline ALC ALCON AG More: the full row for ALCON AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 938,107 shares; 2024Q4: 931,197 shares; 2025Q1: 915,229 shares; 2025Q2: 867,101 shares; 2025Q3: 360,135 shares; 2025Q4: 320,900 shares 320,900 $25.3M 0.29% -39,235 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: 193,705 shares; 2024Q4: 182,097 shares; 2025Q1: 177,225 shares; 2025Q2: 157,263 shares; 2025Q3: 176,072 shares; 2025Q4: 173,291 shares 173,291 $24.9M 0.29% -2,781 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: 196,531 shares; 2024Q4: 192,007 shares; 2025Q1: 237,051 shares; 2025Q2: 242,014 shares; 2025Q3: 237,926 shares; 2025Q4: 247,990 shares 247,990 $24.8M 0.29% +10,064 Timeline KBE 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: 260,368 shares; 2025Q1: 397,809 shares; 2025Q2: 361,338 shares; 2025Q3: 420,694 shares; 2025Q4: 406,063 shares 406,063 $24.6M 0.28% -14,631 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: 141,785 shares; 2024Q4: 135,929 shares; 2025Q1: 131,058 shares; 2025Q2: 126,708 shares; 2025Q3: 120,842 shares; 2025Q4: 159,868 shares 159,868 $24.4M 0.28% +39,026 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: 35,458 shares; 2024Q4: 33,543 shares; 2025Q1: 30,955 shares; 2025Q2: 27,932 shares; 2025Q3: 27,095 shares; 2025Q4: 27,581 shares 27,581 $23.8M 0.27% +486 Timeline JIRE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 310,862 shares; 2025Q4: 310,496 shares 310,496 $23.2M 0.27% -366 Timeline VGK 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: 326,627 shares; 2024Q4: 156,918 shares; 2025Q1: 217,323 shares; 2025Q2: 269,918 shares; 2025Q3: 269,918 shares; 2025Q4: 266,160 shares 266,160 $22.3M 0.26% -3,758 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: 18,268 shares; 2024Q4: 17,327 shares; 2025Q1: 18,383 shares; 2025Q2: 17,171 shares; 2025Q3: 87,875 shares; 2025Q4: 86,961 shares 86,961 $21.4M 0.25% -914 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 93,120 shares 93,120 $20M 0.23% new Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,854 shares; 2024Q4: 38,352 shares; 2025Q1: 37,890 shares; 2025Q2: 42,769 shares; 2025Q3: 43,601 shares; 2025Q4: 46,772 shares 46,772 $19.9M 0.23% +3,171 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: 341,519 shares; 2024Q4: 343,931 shares; 2025Q1: 319,386 shares; 2025Q2: 288,286 shares; 2025Q3: 276,110 shares; 2025Q4: 297,331 shares 297,331 $19.6M 0.23% +21,221 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: 387,081 shares; 2024Q4: 374,646 shares; 2025Q1: 368,569 shares; 2025Q2: 262,800 shares; 2025Q3: 169,689 shares; 2025Q4: 195,216 shares 195,216 $18.8M 0.22% +25,527 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: 132,186 shares; 2024Q4: 126,846 shares; 2025Q1: 98,041 shares; 2025Q2: 82,348 shares; 2025Q3: 72,144 shares; 2025Q4: 70,666 shares 70,666 $18.2M 0.21% -1,478 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: 221,191 shares; 2024Q4: 166,706 shares; 2025Q1: 155,334 shares; 2025Q2: 146,288 shares; 2025Q3: 123,193 shares; 2025Q4: 101,108 shares 101,108 $17.9M 0.21% -22,085 Timeline VFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,305 shares; 2024Q4: 36,399 shares; 2025Q1: 47,198 shares; 2025Q2: 56,236 shares; 2025Q3: 100,307 shares; 2025Q4: 437,966 shares 437,966 $17.2M 0.2% +337,659 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: 4,780 shares; 2024Q4: 21,296 shares; 2025Q1: 21,620 shares; 2025Q2: 21,086 shares; 2025Q3: 12,955 shares; 2025Q4: 15,672 shares 15,672 $16.8M 0.19% +2,717 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: 51,047 shares; 2024Q4: 51,018 shares; 2025Q1: 50,427 shares; 2025Q2: 59,269 shares; 2025Q3: 58,171 shares; 2025Q4: 63,218 shares 63,218 $16.6M 0.19% +5,047 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 221,045 shares; 2024Q4: 214,991 shares; 2025Q1: 173,999 shares; 2025Q2: 169,521 shares; 2025Q3: 169,739 shares; 2025Q4: 164,014 shares 164,014 $15.8M 0.18% -5,725 Timeline AES AES CORP More: the full row for AES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 728,000 shares; 2024Q4: 793,000 shares; 2025Q1: 1,093,000 shares; 2025Q2: 1,093,000 shares; 2025Q3: 1,094,000 shares; 2025Q4: 1,094,000 shares 1,094,000 $15.7M 0.18% 0 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,742 shares; 2024Q4: 49,354 shares; 2025Q1: 48,639 shares; 2025Q2: 49,514 shares; 2025Q3: 47,968 shares; 2025Q4: 49,754 shares 49,754 $15.7M 0.18% +1,786 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,765 shares; 2024Q4: 98,690 shares; 2025Q1: 94,505 shares; 2025Q2: 88,660 shares; 2025Q3: 87,066 shares; 2025Q4: 85,914 shares 85,914 $15.6M 0.18% -1,152 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: 247,572 shares; 2024Q4: 245,479 shares; 2025Q1: 241,649 shares; 2025Q2: 38,756 shares; 2025Q3: 31,891 shares; 2025Q4: 30,808 shares 30,808 $15.5M 0.18% -1,083 Timeline EZU ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 172,657 shares; 2025Q2: 331,826 shares; 2025Q3: 264,809 shares; 2025Q4: 237,385 shares 237,385 $15.2M 0.18% -27,424 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: 90,757 shares; 2024Q4: 84,227 shares; 2025Q1: 79,270 shares; 2025Q2: 70,192 shares; 2025Q3: 67,401 shares; 2025Q4: 65,421 shares 65,421 $14.9M 0.17% -1,980 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: 95,070 shares; 2024Q4: 96,522 shares; 2025Q1: 92,811 shares; 2025Q2: 67,659 shares; 2025Q3: 66,361 shares; 2025Q4: 64,069 shares 64,069 $14.8M 0.17% -2,292 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: 438,854 shares; 2024Q4: 225,521 shares; 2025Q1: 206,477 shares; 2025Q2: 368,792 shares; 2025Q3: 248,234 shares; 2025Q4: 363,279 shares 363,279 $14.6M 0.17% +115,045 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: 333,550 shares; 2024Q4: 317,607 shares; 2025Q1: 294,901 shares; 2025Q2: 262,808 shares; 2025Q3: 263,601 shares; 2025Q4: 254,087 shares 254,087 $14M 0.16% -9,514 Timeline IGIB 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: 294,042 shares; 2025Q3: 309,483 shares; 2025Q4: 245,961 shares 245,961 $13.3M 0.15% -63,522 Timeline EMLC 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: 511,961 shares 511,961 $13.2M 0.15% new Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 451,206 shares; 2024Q4: 437,701 shares; 2025Q1: 453,617 shares; 2025Q2: 416,597 shares; 2025Q3: 640,623 shares; 2025Q4: 207,225 shares 207,225 $13.2M 0.15% -433,398 Timeline SPTI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 395,287 shares; 2025Q3: 451,307 shares; 2025Q4: 454,171 shares 454,171 $13.1M 0.15% +2,864 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: 44,383 shares; 2024Q4: 35,220 shares; 2025Q1: 31,870 shares; 2025Q2: 27,865 shares; 2025Q3: 24,593 shares; 2025Q4: 41,366 shares 41,366 $12.6M 0.15% +16,773 Timeline RIG TRANSOCEAN LTD More: the full row for TRANSOCEAN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,775,000 shares; 2024Q4: 2,975,000 shares; 2025Q1: 2,975,000 shares; 2025Q2: 2,975,000 shares; 2025Q3: 3,030,000 shares; 2025Q4: 3,030,000 shares 3,030,000 $12.5M 0.14% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 46,599 shares 46,599 $12.3M 0.14% new 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: 199,294 shares; 2024Q4: 194,717 shares; 2025Q1: 99,145 shares; 2025Q2: 87,436 shares; 2025Q3: 83,833 shares; 2025Q4: 97,681 shares 97,681 $12.2M 0.14% +13,848 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: 19,518 shares; 2024Q4: 41,002 shares; 2025Q1: 59,142 shares; 2025Q2: 58,122 shares; 2025Q3: 26,608 shares; 2025Q4: 34,887 shares 34,887 $12.2M 0.14% +8,279 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: 63,461 shares; 2024Q4: 60,507 shares; 2025Q1: 56,787 shares; 2025Q2: 63,633 shares; 2025Q3: 60,659 shares; 2025Q4: 82,997 shares 82,997 $11.9M 0.14% +22,338 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: 37,951 shares; 2024Q4: 37,613 shares; 2025Q1: 37,352 shares; 2025Q2: 25,309 shares; 2025Q3: 33,433 shares; 2025Q4: 35,623 shares 35,623 $11.8M 0.14% +2,190 Timeline SBGSY SCHNEIDER ELECT SE-UNSP ADR More: the full row for SCHNEIDER ELECT SE-UNSP ADR Quarterly shares; oldest 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: 212,988 shares 212,988 $11.7M 0.13% new Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 255,902 shares; 2024Q4: 248,409 shares; 2025Q1: 244,527 shares; 2025Q2: 228,467 shares; 2025Q3: 220,851 shares; 2025Q4: 117,200 shares 117,200 $11M 0.13% -103,651 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: 2,037,539 shares; 2024Q4: 2,018,822 shares; 2025Q1: 395,490 shares; 2025Q2: 263,423 shares; 2025Q3: 166,584 shares; 2025Q4: 198,996 shares 198,996 $10.6M 0.12% +32,412 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 756,325 shares; 2024Q4: 1,371,603 shares; 2025Q1: 1,579,949 shares; 2025Q2: 1,608,160 shares; 2025Q3: 1,588,932 shares; 2025Q4: 163,303 shares 163,303 $10.4M 0.12% -1,425,629 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 138,850 shares; 2024Q4: 138,850 shares; 2025Q1: 138,850 shares; 2025Q2: 126,650 shares; 2025Q3: 126,650 shares; 2025Q4: 126,650 shares 126,650 $10.1M 0.12% 0 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: 47,510 shares; 2024Q4: 142,530 shares; 2025Q1: 270,502 shares; 2025Q2: 374,351 shares; 2025Q3: 365,292 shares; 2025Q4: 365,292 shares 365,292 $10M 0.12% 0 Timeline FLXR TCW ETF TRUST More: the full row for TCW 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: 54,184 shares; 2025Q3: 235,967 shares; 2025Q4: 249,639 shares 249,639 $9.89M 0.11% +13,672 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 177,400 shares; 2024Q4: 162,900 shares; 2025Q1: 162,900 shares; 2025Q2: 162,900 shares; 2025Q3: 170,500 shares; 2025Q4: 170,500 shares 170,500 $9.8M 0.11% 0 Timeline MLPA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 170,521 shares; 2024Q4: 180,931 shares; 2025Q1: 217,710 shares; 2025Q2: 217,710 shares; 2025Q3: 202,210 shares; 2025Q4: 196,210 shares 196,210 $9.5M 0.11% -6,000 Timeline FLJP FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 696,436 shares; 2024Q4: 693,406 shares; 2025Q1: 670,993 shares; 2025Q2: 396,238 shares; 2025Q3: 277,486 shares; 2025Q4: 273,154 shares 273,154 $9.41M 0.11% -4,332 Timeline MTDR MATADOR RES CO More: the full row for MATADOR RES CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 196,000 shares; 2024Q4: 221,000 shares; 2025Q1: 221,000 shares; 2025Q2: 221,000 shares; 2025Q3: 221,000 shares; 2025Q4: 221,000 shares 221,000 $9.38M 0.11% 0 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 151,756 shares; 2024Q4: 141,981 shares; 2025Q1: 134,581 shares; 2025Q2: 114,844 shares; 2025Q3: 110,540 shares; 2025Q4: 88,985 shares 88,985 $9.34M 0.11% -21,555 Timeline QLTA 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: 474,529 shares; 2024Q4: 718,296 shares; 2025Q1: 164,426 shares; 2025Q2: 170,455 shares; 2025Q3: 191,538 shares; 2025Q4: 188,104 shares 188,104 $9.05M 0.1% -3,434 Timeline SPTS 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: 604,435 shares; 2024Q4: 424,210 shares; 2025Q1: 354,843 shares; 2025Q2: 319,537 shares; 2025Q3: 306,146 shares; 2025Q4: 306,015 shares 306,015 $8.96M 0.1% -131 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: 72,867 shares; 2024Q4: 71,599 shares; 2025Q1: 122,248 shares; 2025Q2: 120,148 shares; 2025Q3: 131,045 shares; 2025Q4: 111,584 shares 111,584 $8.9M 0.1% -19,461 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,000 shares; 2024Q4: 10,000 shares; 2025Q1: 31,000 shares; 2025Q2: 42,700 shares; 2025Q3: 43,300 shares; 2025Q4: 43,300 shares 43,300 $8.79M 0.1% 0 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 152,300 shares; 2024Q4: 157,300 shares; 2025Q1: 157,300 shares; 2025Q2: 157,300 shares; 2025Q3: 157,300 shares; 2025Q4: 150,300 shares 150,300 $8.77M 0.1% -7,000 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,066 shares; 2025Q1: 51,746 shares; 2025Q2: 52,625 shares; 2025Q3: 62,208 shares; 2025Q4: 65,237 shares 65,237 $8.71M 0.1% +3,029 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 47,812 shares; 2025Q1: 52,514 shares; 2025Q2: 48,925 shares; 2025Q3: 22,537 shares; 2025Q4: 21,477 shares 21,477 $8.36M 0.1% -1,060 Timeline APA APA CORPORATION More: the full row for APA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 399,900 shares; 2024Q4: 358,700 shares; 2025Q1: 338,700 shares; 2025Q2: 338,700 shares; 2025Q3: 338,700 shares; 2025Q4: 338,700 shares 338,700 $8.28M 0.1% 0 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: 43,400 shares; 2024Q4: 43,400 shares; 2025Q1: 43,400 shares; 2025Q2: 40,900 shares; 2025Q3: 58,900 shares; 2025Q4: 58,900 shares 58,900 $8.13M 0.09% 0 Timeline EHC ENCOMPASS HEALTH CORP More: the full row for ENCOMPASS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97,798 shares; 2024Q4: 87,907 shares; 2025Q1: 82,974 shares; 2025Q2: 72,799 shares; 2025Q3: 72,853 shares; 2025Q4: 73,127 shares 73,127 $7.76M 0.09% +274 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: 14,511 shares; 2024Q4: 14,522 shares; 2025Q1: 14,396 shares; 2025Q2: 14,192 shares; 2025Q3: 16,201 shares; 2025Q4: 16,435 shares 16,435 $7.45M 0.09% +234 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,413 shares; 2024Q4: 88,983 shares; 2025Q1: 94,628 shares; 2025Q2: 89,243 shares; 2025Q3: 142,941 shares; 2025Q4: 140,719 shares 140,719 $7.15M 0.08% -2,222 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: 44,697 shares; 2024Q4: 44,753 shares; 2025Q1: 45,294 shares; 2025Q2: 49,009 shares; 2025Q3: 66,179 shares; 2025Q4: 32,760 shares 32,760 $7.11M 0.08% -33,419 Timeline QLTY GMO ETF TRUST More: the full row for GMO ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,058 shares; 2025Q1: 20,887 shares; 2025Q2: 20,389 shares; 2025Q3: 20,787 shares; 2025Q4: 183,547 shares 183,547 $7.06M 0.08% +162,760 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,619 shares; 2024Q4: 31,062 shares; 2025Q1: 19,170 shares; 2025Q2: 16,562 shares; 2025Q3: 18,233 shares; 2025Q4: 13,781 shares 13,781 $7.03M 0.08% -4,452 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,922 shares; 2024Q4: 43,473 shares; 2025Q1: 35,368 shares; 2025Q2: 30,617 shares; 2025Q3: 29,384 shares; 2025Q4: 28,227 shares 28,227 $6.97M 0.08% -1,157 Timeline SMG SCOTTS MIRACLE-GRO CO More: the full row for SCOTTS MIRACLE-GRO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,078 shares; 2024Q4: 96,461 shares; 2025Q1: 111,385 shares; 2025Q2: 111,763 shares; 2025Q3: 111,868 shares; 2025Q4: 112,598 shares 112,598 $6.57M 0.08% +730 Timeline HAYW HAYWARD HLDGS INC More: the full row for HAYWARD HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 295,195 shares; 2024Q4: 295,195 shares; 2025Q1: 326,579 shares; 2025Q2: 420,901 shares; 2025Q3: 421,221 shares; 2025Q4: 423,937 shares 423,937 $6.55M 0.08% +2,716 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: 43,827 shares; 2024Q4: 54,221 shares; 2025Q1: 64,788 shares; 2025Q2: 63,900 shares; 2025Q3: 97,674 shares; 2025Q4: 81,327 shares 81,327 $6.52M 0.08% -16,347 Timeline RLI RLI CORP More: the full row for RLI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,394 shares; 2024Q4: 10,211 shares; 2025Q1: 68,275 shares; 2025Q2: 106,132 shares; 2025Q3: 100,479 shares; 2025Q4: 94,929 shares 94,929 $6.07M 0.07% -5,550 Timeline CNM CORE & MAIN INC More: the full row for CORE & MAIN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 160,078 shares; 2024Q4: 160,078 shares; 2025Q1: 139,648 shares; 2025Q2: 125,538 shares; 2025Q3: 116,023 shares; 2025Q4: 116,796 shares 116,796 $6.07M 0.07% +773 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: 203,208 shares; 2024Q4: 202,029 shares; 2025Q1: 201,486 shares; 2025Q2: 201,486 shares; 2025Q3: 242,132 shares; 2025Q4: 242,132 shares 242,132 $6.03M 0.07% 0 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,179 shares; 2024Q4: 62,081 shares; 2025Q1: 149,572 shares; 2025Q2: 143,353 shares; 2025Q3: 16,600 shares; 2025Q4: 16,054 shares 16,054 $5.63M 0.06% -546 Timeline HQY HEALTHEQUITY INC More: the full row for HEALTHEQUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,459 shares; 2024Q4: 70,155 shares; 2025Q1: 69,364 shares; 2025Q2: 60,661 shares; 2025Q3: 60,707 shares; 2025Q4: 60,938 shares 60,938 $5.58M 0.06% +231 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: 109,170 shares; 2024Q4: 104,266 shares; 2025Q1: 95,434 shares; 2025Q2: 85,507 shares; 2025Q3: 73,635 shares; 2025Q4: 70,437 shares 70,437 $5.57M 0.06% -3,198 Timeline TCBI TEXAS CAP BANCSHARES INC More: the full row for TEXAS CAP BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,082 shares; 2024Q4: 56,113 shares; 2025Q1: 55,536 shares; 2025Q2: 55,721 shares; 2025Q3: 55,771 shares; 2025Q4: 60,996 shares 60,996 $5.52M 0.06% +5,225 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: 5,833 shares; 2024Q4: 6,894 shares; 2025Q1: 8,031 shares; 2025Q2: 8,451 shares; 2025Q3: 13,189 shares; 2025Q4: 10,964 shares 10,964 $5.35M 0.06% -2,225 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 661,692 shares; 2024Q4: 655,777 shares; 2025Q1: 633,173 shares; 2025Q2: 595,345 shares; 2025Q3: 534,949 shares; 2025Q4: 79,500 shares 79,500 $5.34M 0.06% -455,449 Timeline FORM FORMFACTOR INC More: the full row for FORMFACTOR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,332 shares; 2024Q4: 105,606 shares; 2025Q1: 148,979 shares; 2025Q2: 149,482 shares; 2025Q3: 149,619 shares; 2025Q4: 95,562 shares 95,562 $5.33M 0.06% -54,057 Timeline ENTG ENTEGRIS INC More: the full row for ENTEGRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,577 shares; 2024Q4: 46,577 shares; 2025Q1: 45,953 shares; 2025Q2: 56,086 shares; 2025Q3: 62,353 shares; 2025Q4: 62,756 shares 62,756 $5.29M 0.06% +403 Timeline OPCH OPTION CARE HEALTH INC More: the full row for OPTION CARE HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 111,995 shares; 2024Q4: 178,236 shares; 2025Q1: 176,295 shares; 2025Q2: 162,527 shares; 2025Q3: 162,647 shares; 2025Q4: 163,684 shares 163,684 $5.21M 0.06% +1,037 Timeline LVS LAS VEGAS SANDS CORP More: the full row for LAS VEGAS SANDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 407,600 shares; 2024Q4: 392,600 shares; 2025Q1: 392,600 shares; 2025Q2: 339,900 shares; 2025Q3: 274,900 shares; 2025Q4: 78,000 shares 78,000 $5.08M 0.06% -196,900 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: 119,025 shares; 2024Q4: 161,703 shares; 2025Q1: 159,006 shares; 2025Q2: 147,007 shares; 2025Q3: 110,199 shares; 2025Q4: 28,568 shares 28,568 $5.02M 0.06% -81,631 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: 7,255 shares; 2024Q4: 7,101 shares; 2025Q1: 7,215 shares; 2025Q2: 7,236 shares; 2025Q3: 7,186 shares; 2025Q4: 7,178 shares 7,178 $4.92M 0.06% -8 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER 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: 207,000 shares; 2025Q4: 207,000 shares 207,000 $4.9M 0.06% 0 Timeline BOX BOX INC More: the full row for BOX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 215,665 shares; 2024Q4: 198,815 shares; 2025Q1: 191,805 shares; 2025Q2: 161,748 shares; 2025Q3: 161,870 shares; 2025Q4: 162,911 shares 162,911 $4.87M 0.06% +1,041 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: 24,766 shares; 2024Q4: 23,476 shares; 2025Q1: 22,176 shares; 2025Q2: 20,008 shares; 2025Q3: 19,217 shares; 2025Q4: 8,366 shares 8,366 $4.79M 0.06% -10,851 Timeline SHAK SHAKE SHACK INC More: the full row for SHAKE SHACK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,445 shares; 2024Q4: 44,901 shares; 2025Q1: 51,251 shares; 2025Q2: 43,008 shares; 2025Q3: 42,552 shares; 2025Q4: 58,404 shares 58,404 $4.74M 0.05% +15,852 Timeline KN KNOWLES CORP More: the full row for KNOWLES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 124,841 shares; 2025Q1: 184,094 shares; 2025Q2: 218,213 shares; 2025Q3: 218,377 shares; 2025Q4: 219,777 shares 219,777 $4.71M 0.05% +1,400 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: 24,053 shares; 2024Q4: 21,236 shares; 2025Q1: 20,250 shares; 2025Q2: 18,180 shares; 2025Q3: 17,794 shares; 2025Q4: 15,293 shares 15,293 $4.65M 0.05% -2,501 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,559 shares; 2024Q4: 6,445 shares; 2025Q1: 6,420 shares; 2025Q2: 6,401 shares; 2025Q3: 6,111 shares; 2025Q4: 5,969 shares 5,969 $4.61M 0.05% -142 Timeline AXS AXIS CAP HLDGS LTD More: the full row for AXIS CAP HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,435 shares; 2024Q4: 62,435 shares; 2025Q1: 61,613 shares; 2025Q2: 61,805 shares; 2025Q3: 51,565 shares; 2025Q4: 42,881 shares 42,881 $4.59M 0.05% -8,684 Timeline WK WORKIVA INC More: the full row for WORKIVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,534 shares; 2024Q4: 41,787 shares; 2025Q1: 58,261 shares; 2025Q2: 63,739 shares; 2025Q3: 52,797 shares; 2025Q4: 53,138 shares 53,138 $4.58M 0.05% +341 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,168 shares; 2024Q4: 16,102 shares; 2025Q1: 15,891 shares; 2025Q2: 15,653 shares; 2025Q3: 14,835 shares; 2025Q4: 14,511 shares 14,511 $4.54M 0.05% -324 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,858 shares; 2025Q3: 7,181 shares; 2025Q4: 7,163 shares 7,163 $4.49M 0.05% -18 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 246,935 shares; 2024Q4: 239,844 shares; 2025Q1: 143,739 shares; 2025Q2: 36,782 shares; 2025Q3: 37,337 shares; 2025Q4: 37,151 shares 37,151 $4.43M 0.05% -186 Timeline VFC V F CORP More: the full row for V F CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 118,327 shares; 2025Q1: 146,046 shares; 2025Q2: 235,218 shares; 2025Q3: 235,396 shares; 2025Q4: 236,287 shares 236,287 $4.27M 0.05% +891 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: 23,741 shares; 2024Q4: 23,741 shares; 2025Q1: 24,143 shares; 2025Q2: 24,364 shares; 2025Q3: 24,364 shares; 2025Q4: 22,639 shares 22,639 $4.22M 0.05% -1,725 Timeline CR CRANE COMPANY More: the full row for CRANE COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,861 shares; 2024Q4: 25,621 shares; 2025Q1: 25,358 shares; 2025Q2: 22,136 shares; 2025Q3: 22,154 shares; 2025Q4: 22,296 shares 22,296 $4.11M 0.05% +142 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,074 shares; 2024Q4: 44,641 shares; 2025Q1: 37,056 shares; 2025Q2: 29,233 shares; 2025Q3: 28,558 shares; 2025Q4: 27,444 shares 27,444 $4.02M 0.05% -1,114 Timeline RVLV REVOLVE GROUP INC More: the full row for REVOLVE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 136,355 shares; 2024Q4: 107,686 shares; 2025Q1: 128,660 shares; 2025Q2: 129,092 shares; 2025Q3: 129,200 shares; 2025Q4: 129,686 shares 129,686 $3.92M 0.05% +486 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 414,375 shares; 2024Q4: 423,358 shares; 2025Q1: 404,125 shares; 2025Q2: 441,348 shares; 2025Q3: 74,040 shares; 2025Q4: 85,068 shares 85,068 $3.87M 0.04% +11,028 Timeline PNGAY PING AN INSURANCE-ADR More: the full row for PING AN INSURANCE-ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 235,187 shares; 2024Q4: 205,106 shares; 2025Q1: 240,404 shares; 2025Q2: 238,442 shares; 2025Q3: 232,910 shares; 2025Q4: 222,664 shares 222,664 $3.74M 0.04% -10,246 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: 54,510 shares; 2024Q4: 50,789 shares; 2025Q1: 47,863 shares; 2025Q2: 47,087 shares; 2025Q3: 42,179 shares; 2025Q4: 40,584 shares 40,584 $3.73M 0.04% -1,595 Timeline POWI POWER INTEGRATIONS INC More: the full row for POWER INTEGRATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,574 shares; 2024Q4: 84,436 shares; 2025Q1: 102,726 shares; 2025Q2: 103,075 shares; 2025Q3: 103,171 shares; 2025Q4: 103,843 shares 103,843 $3.69M 0.04% +672 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,481 shares; 2024Q4: 60,932 shares; 2025Q1: 102,202 shares; 2025Q2: 69,441 shares; 2025Q3: 58,630 shares; 2025Q4: 39,851 shares 39,851 $3.65M 0.04% -18,779 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: 547,959 shares; 2024Q4: 599,394 shares; 2025Q1: 540,662 shares; 2025Q2: 489,973 shares; 2025Q3: 497,237 shares; 2025Q4: 120,521 shares 120,521 $3.6M 0.04% -376,716 Timeline DRS LEONARDO DRS INC More: the full row for LEONARDO DRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 151,741 shares; 2024Q4: 117,318 shares; 2025Q1: 116,183 shares; 2025Q2: 104,782 shares; 2025Q3: 104,861 shares; 2025Q4: 105,538 shares 105,538 $3.6M 0.04% +677 Timeline AAGIY AIA GROUP LTD-SP ADR More: the full row for AIA GROUP LTD-SP ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 103,774 shares; 2024Q4: 77,552 shares; 2025Q1: 79,079 shares; 2025Q2: 86,139 shares; 2025Q3: 90,594 shares; 2025Q4: 86,499 shares 86,499 $3.55M 0.04% -4,095 Timeline WMS ADVANCED DRAIN SYS INC DEL More: the full row for ADVANCED DRAIN SYS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 23,125 shares; 2025Q3: 23,143 shares; 2025Q4: 23,292 shares 23,292 $3.37M 0.04% +149 Timeline EADSY AIRBUS SE - UNSP ADR More: the full row for AIRBUS SE - UNSP ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,173 shares; 2024Q4: 73,591 shares; 2025Q1: 68,433 shares; 2025Q2: 67,643 shares; 2025Q3: 54,405 shares; 2025Q4: 57,958 shares 57,958 $3.36M 0.04% +3,553 Timeline HDB HDFC BANK LTD More: the full row for HDFC BANK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,659 shares; 2024Q4: 75,341 shares; 2025Q1: 59,818 shares; 2025Q2: 48,447 shares; 2025Q3: 95,050 shares; 2025Q4: 91,380 shares 91,380 $3.34M 0.04% -3,670 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,655 shares 25,655 $3.28M 0.04% new Timeline THG HANOVER INS GROUP INC More: the full row for HANOVER INS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,786 shares; 2025Q3: 17,800 shares; 2025Q4: 17,915 shares 17,915 $3.27M 0.04% +115 Timeline OSW ONESPAWORLD HOLDINGS LIMITED More: the full row for ONESPAWORLD HOLDINGS LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 547,405 shares; 2024Q4: 352,297 shares; 2025Q1: 273,985 shares; 2025Q2: 275,021 shares; 2025Q3: 187,118 shares; 2025Q4: 156,572 shares 156,572 $3.25M 0.04% -30,546 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: 2,485 shares; 2024Q4: 2,485 shares; 2025Q1: 2,548 shares; 2025Q2: 8,599 shares; 2025Q3: 8,813 shares; 2025Q4: 9,361 shares 9,361 $3.24M 0.04% +548 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: 5,219 shares; 2024Q4: 3,642 shares; 2025Q1: 3,629 shares; 2025Q2: 3,461 shares; 2025Q3: 3,287 shares; 2025Q4: 3,182 shares 3,182 $3.21M 0.04% -105 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: 7,591 shares; 2024Q4: 7,472 shares; 2025Q1: 7,408 shares; 2025Q2: 7,400 shares; 2025Q3: 7,375 shares; 2025Q4: 9,797 shares 9,797 $3.21M 0.04% +2,422 Timeline CTS CTS CORP More: the full row for CTS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,731 shares; 2024Q4: 71,823 shares; 2025Q1: 71,135 shares; 2025Q2: 47,782 shares; 2025Q3: 72,341 shares; 2025Q4: 72,807 shares 72,807 $3.12M 0.04% +466 Timeline CRL CHARLES RIV LABS INTL INC More: the full row for CHARLES RIV LABS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,366 shares; 2025Q4: 15,622 shares 15,622 $3.12M 0.04% +3,256 Timeline VIAV VIAVI SOLUTIONS INC More: the full row for VIAVI SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 169,009 shares 169,009 $3.01M 0.03% new Timeline CVLT COMMVAULT SYS INC More: the full row for COMMVAULT SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,214 shares; 2024Q4: 23,933 shares; 2025Q1: 23,695 shares; 2025Q2: 23,773 shares; 2025Q3: 23,794 shares; 2025Q4: 23,947 shares 23,947 $3M 0.03% +153 Timeline SPMD 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: 48,222 shares; 2025Q1: 48,524 shares; 2025Q2: 48,524 shares; 2025Q3: 53,052 shares; 2025Q4: 51,395 shares 51,395 $2.98M 0.03% -1,657 Timeline PUK PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 126,289 shares; 2024Q4: 120,277 shares; 2025Q1: 130,531 shares; 2025Q2: 101,849 shares; 2025Q3: 99,529 shares; 2025Q4: 94,884 shares 94,884 $2.95M 0.03% -4,645 Timeline SMPL SIMPLY GOOD FOODS CO More: the full row for SIMPLY GOOD FOODS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 171,818 shares; 2024Q4: 184,809 shares; 2025Q1: 182,787 shares; 2025Q2: 168,700 shares; 2025Q3: 143,592 shares; 2025Q4: 144,519 shares 144,519 $2.9M 0.03% +927 Timeline KIGRY KION GROUP AG ADR (DEU) More: the full row for KION GROUP AG ADR (DEU) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 286,422 shares; 2024Q4: 223,979 shares; 2025Q1: 215,477 shares; 2025Q2: 184,378 shares; 2025Q3: 143,075 shares; 2025Q4: 136,605 shares 136,605 $2.71M 0.03% -6,470 Timeline WMMVY WALMART DE MEXICO-SPON ADR V More: the full row for WALMART DE MEXICO-SPON ADR V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 113,101 shares; 2024Q4: 115,129 shares; 2025Q1: 113,524 shares; 2025Q2: 90,713 shares; 2025Q3: 88,995 shares; 2025Q4: 84,515 shares 84,515 $2.63M 0.03% -4,480 Timeline BINV 2023 ETF SERIES TRUST More: the full row for 2023 ETF 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: 69,155 shares; 2025Q4: 64,950 shares 64,950 $2.61M 0.03% -4,205 Timeline ITUB ITAU UNIBANCO HLDG S A More: the full row for ITAU UNIBANCO HLDG S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 433,907 shares; 2024Q4: 373,870 shares; 2025Q1: 371,738 shares; 2025Q2: 372,210 shares; 2025Q3: 364,971 shares; 2025Q4: 361,149 shares 361,149 $2.59M 0.03% -3,822 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: 32,186 shares; 2024Q4: 26,807 shares; 2025Q1: 26,563 shares; 2025Q2: 26,652 shares; 2025Q3: 23,073 shares; 2025Q4: 23,222 shares 23,222 $2.55M 0.03% +149 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: 29,582 shares; 2024Q4: 27,684 shares; 2025Q1: 26,986 shares; 2025Q2: 25,983 shares; 2025Q3: 25,514 shares; 2025Q4: 23,918 shares 23,918 $2.52M 0.03% -1,596 Timeline BWIN THE BALDWIN INSURANCE GRP IN More: the full row for THE BALDWIN INSURANCE GRP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,151 shares; 2024Q4: 81,541 shares; 2025Q1: 93,024 shares; 2025Q2: 125,782 shares; 2025Q3: 104,951 shares; 2025Q4: 104,282 shares 104,282 $2.51M 0.03% -669 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: 92,943 shares; 2024Q4: 44,126 shares; 2025Q1: 29,558 shares; 2025Q2: 11,557 shares; 2025Q3: 11,375 shares; 2025Q4: 11,330 shares 11,330 $2.49M 0.03% -45 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,286 shares; 2024Q4: 5,373 shares; 2025Q1: 14,270 shares; 2025Q2: 7,194 shares; 2025Q3: 6,304 shares; 2025Q4: 25,602 shares 25,602 $2.46M 0.03% +19,298 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,425 shares; 2024Q4: 3,425 shares; 2025Q1: 3,076 shares; 2025Q2: 3,902 shares; 2025Q3: 3,822 shares; 2025Q4: 3,730 shares 3,730 $2.46M 0.03% -92 Timeline TCEHY TENCENT HOLDINGS LTD-UNS ADR More: the full row for TENCENT HOLDINGS LTD-UNS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,577 shares; 2024Q4: 63,794 shares; 2025Q1: 45,722 shares; 2025Q2: 34,191 shares; 2025Q3: 33,412 shares; 2025Q4: 31,859 shares 31,859 $2.44M 0.03% -1,553 Timeline HXL HEXCEL CORP NEW More: the full row for HEXCEL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,483 shares; 2025Q4: 32,944 shares 32,944 $2.43M 0.03% +10,461 Timeline MWA MUELLER WTR PRODS INC More: the full row for MUELLER WTR PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,090 shares; 2024Q4: 102,090 shares; 2025Q1: 100,857 shares; 2025Q2: 101,191 shares; 2025Q3: 101,282 shares; 2025Q4: 101,929 shares 101,929 $2.43M 0.03% +647 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 171,978 shares; 2024Q4: 173,804 shares; 2025Q1: 162,038 shares; 2025Q2: 160,707 shares; 2025Q3: 156,965 shares; 2025Q4: 149,570 shares 149,570 $2.37M 0.03% -7,395 Timeline PRMB PRIMO BRANDS CORPORATION More: the full row for PRIMO BRANDS CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 171,234 shares; 2025Q1: 168,884 shares; 2025Q2: 168,976 shares; 2025Q3: 143,492 shares; 2025Q4: 144,435 shares 144,435 $2.36M 0.03% +943 Timeline CHRD CHORD ENERGY CORPORATION More: the full row for CHORD ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,906 shares; 2024Q4: 35,094 shares; 2025Q1: 36,907 shares; 2025Q2: 24,772 shares; 2025Q3: 24,790 shares; 2025Q4: 24,950 shares 24,950 $2.31M 0.03% +160 Timeline EPC EDGEWELL PERSONAL CARE CO More: the full row for EDGEWELL PERSONAL CARE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 115,056 shares; 2024Q4: 115,056 shares; 2025Q1: 113,698 shares; 2025Q2: 114,038 shares; 2025Q3: 134,168 shares; 2025Q4: 135,035 shares 135,035 $2.3M 0.03% +867 Timeline DTEGY DEUTSCHE TELEKOM AG-SPON ADR More: the full row for DEUTSCHE TELEKOM AG-SPON ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 159,496 shares; 2024Q4: 113,147 shares; 2025Q1: 83,311 shares; 2025Q2: 74,932 shares; 2025Q3: 73,240 shares; 2025Q4: 69,870 shares 69,870 $2.28M 0.03% -3,370 Timeline GTLB GITLAB INC More: the full row for GITLAB 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: 60,354 shares 60,354 $2.27M 0.03% new Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,301 shares; 2024Q4: 21,061 shares; 2025Q1: 19,647 shares; 2025Q2: 19,613 shares; 2025Q3: 16,424 shares; 2025Q4: 15,755 shares 15,755 $2.26M 0.03% -669 Timeline KRYAY KERRY GROUP PLC SPONSORED ADR More: the full row for KERRY GROUP PLC SPONSORED ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,244 shares; 2024Q4: 28,769 shares; 2025Q1: 27,480 shares; 2025Q2: 27,245 shares; 2025Q3: 26,616 shares; 2025Q4: 24,750 shares 24,750 $2.25M 0.03% -1,866 Timeline DSNKY DAIICHI SANKYO CO-SPON ADR More: the full row for DAIICHI SANKYO CO-SPON ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,223 shares; 2024Q4: 80,170 shares; 2025Q1: 86,013 shares; 2025Q2: 95,724 shares; 2025Q3: 103,259 shares; 2025Q4: 105,074 shares 105,074 $2.23M 0.03% +1,815 Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 92,245 shares; 2025Q4: 133,218 shares 133,218 $2.23M 0.03% +40,973 Timeline LSRCY LASERTEC CORP ADR (JAPAN) More: the full row for LASERTEC CORP ADR (JAPAN) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,136 shares; 2024Q4: 46,819 shares; 2025Q1: 62,819 shares; 2025Q2: 63,080 shares; 2025Q3: 61,622 shares; 2025Q4: 58,717 shares 58,717 $2.23M 0.03% -2,905 Timeline ADDYY ADIDAS AG-SPONSORED ADR More: the full row for ADIDAS AG-SPONSORED ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,077 shares; 2024Q4: 20,010 shares; 2025Q1: 18,683 shares; 2025Q2: 18,332 shares; 2025Q3: 20,442 shares; 2025Q4: 22,543 shares 22,543 $2.23M 0.03% +2,101 Timeline SIEGY SIEMENS AG-SPONS ADR More: the full row for SIEMENS AG-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,046 shares; 2024Q4: 20,649 shares; 2025Q1: 17,103 shares; 2025Q2: 16,971 shares; 2025Q3: 16,581 shares; 2025Q4: 15,813 shares 15,813 $2.21M 0.03% -768 Timeline EXP EAGLE MATLS INC More: the full row for EAGLE MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,300 shares; 2025Q2: not reported; 2025Q3: 8,478 shares; 2025Q4: 10,544 shares 10,544 $2.18M 0.03% +2,066 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,793 shares; 2024Q4: 15,793 shares; 2025Q1: 15,793 shares; 2025Q2: 15,613 shares; 2025Q3: 15,613 shares; 2025Q4: 15,638 shares 15,638 $2.18M 0.03% +25 Timeline DSMC ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,043 shares; 2024Q4: 60,481 shares; 2025Q1: 64,509 shares; 2025Q2: 60,096 shares; 2025Q3: 71,111 shares; 2025Q4: 60,500 shares 60,500 $2.15M 0.02% -10,611 Timeline CXT CRANE NXT CO More: the full row for CRANE NXT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,098 shares; 2024Q4: 58,098 shares; 2025Q1: 57,333 shares; 2025Q2: 44,966 shares; 2025Q3: 44,999 shares; 2025Q4: 45,289 shares 45,289 $2.13M 0.02% +290 Timeline PKW INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,058 shares; 2024Q4: 17,558 shares; 2025Q1: 17,558 shares; 2025Q2: 16,969 shares; 2025Q3: 16,969 shares; 2025Q4: 15,839 shares 15,839 $2.13M 0.02% -1,130 Timeline INFY INFOSYS LTD More: the full row for INFOSYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 158,801 shares; 2024Q4: 140,495 shares; 2025Q1: 122,955 shares; 2025Q2: 107,806 shares; 2025Q3: 122,805 shares; 2025Q4: 117,830 shares 117,830 $2.1M 0.02% -4,975 Timeline DQJCY PAN PACIFIC INTERN-UNSP ADR More: the full row for PAN PACIFIC INTERN-UNSP ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 125,607 shares; 2024Q4: 102,111 shares; 2025Q1: 83,967 shares; 2025Q2: 83,286 shares; 2025Q3: 73,749 shares; 2025Q4: 176,268 shares 176,268 $2.08M 0.02% +102,519 Timeline GMAB GENMAB A/S More: the full row for GENMAB A/S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,689 shares; 2024Q4: 46,904 shares; 2025Q1: 62,363 shares; 2025Q2: 62,930 shares; 2025Q3: 61,492 shares; 2025Q4: 66,491 shares 66,491 $2.05M 0.02% +4,999 Timeline OLN OLIN CORP More: the full row for OLIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,221 shares; 2024Q4: 98,170 shares; 2025Q1: 96,793 shares; 2025Q2: 97,071 shares; 2025Q3: 97,061 shares; 2025Q4: 97,616 shares 97,616 $2.03M 0.02% +555 Timeline SEZL SEZZLE INC More: the full row for SEZZLE 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: 31,534 shares; 2025Q4: 31,165 shares 31,165 $1.98M 0.02% -369 Timeline TRYIY TORAY INDS ADR More: the full row for TORAY INDS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 270,675 shares; 2024Q4: 176,054 shares; 2025Q1: 166,329 shares; 2025Q2: 164,948 shares; 2025Q3: 161,135 shares; 2025Q4: 152,471 shares 152,471 $1.98M 0.02% -8,664 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 217,640 shares; 2024Q4: 137,780 shares; 2025Q1: 132,514 shares; 2025Q2: 138,508 shares; 2025Q3: 57,671 shares; 2025Q4: 44,160 shares 44,160 $1.97M 0.02% -13,511 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: 28,896 shares; 2024Q4: 116,706 shares; 2025Q1: 108,524 shares; 2025Q2: 107,427 shares; 2025Q3: 104,903 shares; 2025Q4: 74,432 shares 74,432 $1.91M 0.02% -30,471 Timeline NHYDY NORSK HYDRO A. S. ADR More: the full row for NORSK HYDRO A. S. ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 320,898 shares; 2024Q4: 257,302 shares; 2025Q1: 254,651 shares; 2025Q2: 252,660 shares; 2025Q3: 247,680 shares; 2025Q4: 237,919 shares 237,919 $1.85M 0.02% -9,761 Timeline MRAAY MURATA MANUFACTUR-UNSPON ADR More: the full row for MURATA MANUFACTUR-UNSPON ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 207,454 shares; 2024Q4: 183,897 shares; 2025Q1: 189,445 shares; 2025Q2: 190,162 shares; 2025Q3: 185,714 shares; 2025Q4: 177,556 shares 177,556 $1.83M 0.02% -8,158 Timeline VCEL VERICEL CORP More: the full row for VERICEL 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: 50,518 shares 50,518 $1.82M 0.02% new Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,036 shares; 2024Q4: 34,118 shares; 2025Q1: 30,234 shares; 2025Q2: 26,545 shares; 2025Q3: 26,029 shares; 2025Q4: 24,579 shares 24,579 $1.81M 0.02% -1,450 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: 3,937 shares; 2024Q4: 3,976 shares; 2025Q1: 3,987 shares; 2025Q2: 3,819 shares; 2025Q3: 3,817 shares; 2025Q4: 3,379 shares 3,379 $1.77M 0.02% -438 Timeline WSC WILLSCOT HLDGS CORP More: the full row for WILLSCOT HLDGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 168,565 shares; 2024Q4: 189,619 shares; 2025Q1: 171,528 shares; 2025Q2: 211,050 shares; 2025Q3: 211,208 shares; 2025Q4: 92,834 shares 92,834 $1.75M 0.02% -118,374 Timeline SFGYY SONY FINL GROUP INC ADR (JPN) More: the full row for SONY FINL GROUP INC ADR (JPN) Quarterly shares; oldest 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: 333,536 shares 333,536 $1.74M 0.02% new Timeline SCBFY STANDARD CHARTERED- UNSP ADR More: the full row for STANDARD CHARTERED- UNSP ADR Quarterly shares; oldest 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: 36,496 shares; 2025Q4: 34,846 shares 34,846 $1.72M 0.02% -1,650 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: 11,714 shares; 2024Q4: 11,528 shares; 2025Q1: 11,528 shares; 2025Q2: 11,528 shares; 2025Q3: 9,825 shares; 2025Q4: 24,388 shares 24,388 $1.7M 0.02% +14,563 Timeline CABGY CARLSBERG AS SPONSORED ADR CL More: the full row for CARLSBERG AS SPONSORED ADR CL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 68,024 shares; 2025Q2: 58,273 shares; 2025Q3: 67,809 shares; 2025Q4: 64,748 shares 64,748 $1.69M 0.02% -3,061 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: 13,938 shares; 2024Q4: 10,194 shares; 2025Q1: 8,908 shares; 2025Q2: 5,850 shares; 2025Q3: 5,735 shares; 2025Q4: 6,810 shares 6,810 $1.65M 0.02% +1,075 Timeline FNDX 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: 20,951 shares; 2024Q4: 62,853 shares; 2025Q1: 62,853 shares; 2025Q2: 60,771 shares; 2025Q3: 60,771 shares; 2025Q4: 60,771 shares 60,771 $1.65M 0.02% 0 Timeline AAON AAON INC More: the full row for AAON 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: 21,363 shares 21,363 $1.63M 0.02% new Timeline FMX FOMENTO ECONOMICO MEXICANO S More: the full row for FOMENTO ECONOMICO MEXICANO S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,835 shares; 2024Q4: 23,437 shares; 2025Q1: 22,310 shares; 2025Q2: 16,729 shares; 2025Q3: 16,411 shares; 2025Q4: 15,822 shares 15,822 $1.6M 0.02% -589 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,972 shares; 2024Q4: 9,645 shares; 2025Q1: 7,038 shares; 2025Q2: 7,785 shares; 2025Q3: 7,634 shares; 2025Q4: 7,334 shares 7,334 $1.59M 0.02% -300 Timeline DLTH DULUTH HLDGS INC More: the full row for DULUTH HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 762,777 shares; 2024Q4: 762,777 shares; 2025Q1: 762,777 shares; 2025Q2: 762,777 shares; 2025Q3: 762,777 shares; 2025Q4: 762,777 shares 762,777 $1.59M 0.02% 0 Timeline NICE NICE LTD More: the full row for NICE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,540 shares; 2025Q4: 13,988 shares 13,988 $1.58M 0.02% +4,448 Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 33,534 shares; 2025Q4: 32,276 shares 32,276 $1.54M 0.02% -1,258 Timeline XSHQ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 234,561 shares; 2025Q1: 255,241 shares; 2025Q2: 269,057 shares; 2025Q3: 263,953 shares; 2025Q4: 36,338 shares 36,338 $1.53M 0.02% -227,615 Timeline SXYAY SIKA AG ADR (CHE) More: the full row for SIKA AG ADR (CHE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,162 shares; 2024Q4: 71,853 shares; 2025Q1: 69,263 shares; 2025Q2: 68,941 shares; 2025Q3: 67,308 shares; 2025Q4: 73,238 shares 73,238 $1.5M 0.02% +5,930 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: 4,165 shares; 2024Q4: 3,536 shares; 2025Q1: 3,817 shares; 2025Q2: 2,700 shares; 2025Q3: 3,275 shares; 2025Q4: 3,867 shares 3,867 $1.43M 0.02% +592 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,369 shares; 2024Q4: 24,369 shares; 2025Q1: 18,531 shares; 2025Q2: 18,531 shares; 2025Q3: 17,960 shares; 2025Q4: 17,052 shares 17,052 $1.41M 0.02% -908 Timeline LZAGY LONZA GROUP AG-UNSPON ADR More: the full row for LONZA GROUP AG-UNSPON ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,847 shares; 2024Q4: 39,540 shares; 2025Q1: 36,865 shares; 2025Q2: 27,272 shares; 2025Q3: 21,926 shares; 2025Q4: 20,934 shares 20,934 $1.41M 0.02% -992 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: 1,211 shares; 2024Q4: 1,211 shares; 2025Q1: 1,211 shares; 2025Q2: 1,211 shares; 2025Q3: 5,686 shares; 2025Q4: 5,686 shares 5,686 $1.4M 0.02% 0 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,684 shares 10,684 $1.38M 0.02% new Timeline PRDSY PRADA SPA UNSPON ADR (ITALY) More: the full row for PRADA SPA UNSPON ADR (ITALY) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 109,850 shares; 2025Q3: 129,807 shares; 2025Q4: 119,045 shares 119,045 $1.37M 0.02% -10,762 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: 34,649 shares 34,649 $1.33M 0.02% new Timeline MIR MIRION TECHNOLOGIES INC More: the full row for MIRION TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 56,644 shares 56,644 $1.33M 0.02% new Timeline GMED GLOBUS MED INC More: the full row for GLOBUS MED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,439 shares; 2024Q4: 51,330 shares; 2025Q1: 53,392 shares; 2025Q2: 85,721 shares; 2025Q3: 26,750 shares; 2025Q4: 15,151 shares 15,151 $1.32M 0.02% -11,599 Timeline TOELY Tokyo Electron Ltd Unsponsored More: the full row for Tokyo Electron Ltd Unsponsored Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,885 shares 11,885 $1.32M 0.02% new Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,486 shares; 2024Q4: 11,700 shares; 2025Q1: 11,914 shares; 2025Q2: 11,700 shares; 2025Q3: 11,379 shares; 2025Q4: 7,603 shares 7,603 $1.29M 0.01% -3,776 Timeline WIZEY WISE PLC ADR (UK) More: the full row for WISE PLC ADR (UK) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 116,899 shares; 2025Q3: 114,245 shares; 2025Q4: 103,503 shares 103,503 $1.27M 0.01% -10,742 Timeline SYIEY SYMRISE AG-UNSPON ADR More: the full row for SYMRISE AG-UNSPON ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,561 shares; 2024Q4: 46,326 shares; 2025Q1: 44,356 shares; 2025Q2: 52,727 shares; 2025Q3: 51,485 shares; 2025Q4: 62,100 shares 62,100 $1.25M 0.01% +10,615 Timeline SHECY SHIN-ETSU CHEM-UNSPON ADR More: the full row for SHIN-ETSU CHEM-UNSPON ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,504 shares; 2024Q4: 77,757 shares; 2025Q1: 87,707 shares; 2025Q2: 87,149 shares; 2025Q3: 85,165 shares; 2025Q4: 79,785 shares 79,785 $1.24M 0.01% -5,380 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: 5,969 shares; 2024Q4: 5,969 shares; 2025Q1: 5,969 shares; 2025Q2: 5,969 shares; 2025Q3: 5,969 shares; 2025Q4: 5,909 shares 5,909 $1.23M 0.01% -60 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,440 shares; 2024Q4: 2,440 shares; 2025Q1: 2,440 shares; 2025Q2: 2,440 shares; 2025Q3: 2,440 shares; 2025Q4: 2,440 shares 2,440 $1.15M 0.01% 0 Timeline AIQUY AIR LIQUIDE-UNSPONSORED ADR More: the full row for AIR LIQUIDE-UNSPONSORED ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,044 shares; 2024Q4: 35,571 shares; 2025Q1: 33,153 shares; 2025Q2: 32,823 shares; 2025Q3: 32,045 shares; 2025Q4: 30,512 shares 30,512 $1.15M 0.01% -1,533 Timeline HESAY HERMES INTL-UNSPONSORED ADR More: the full row for HERMES INTL-UNSPONSORED ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,987 shares; 2025Q3: 4,954 shares; 2025Q4: 4,547 shares 4,547 $1.13M 0.01% -407 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,160 shares; 2024Q4: 26,300 shares; 2025Q1: 24,285 shares; 2025Q2: 19,180 shares; 2025Q3: 15,563 shares; 2025Q4: 14,929 shares 14,929 $1.1M 0.01% -634 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: 89,728 shares; 2024Q4: 41,587 shares; 2025Q1: 17,703 shares; 2025Q2: 13,295 shares; 2025Q3: 11,725 shares; 2025Q4: 11,621 shares 11,621 $1.08M 0.01% -104 Timeline LUMN LUMEN TECHNOLOGIES INC More: the full row for LUMEN TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 124,000 shares; 2024Q4: 124,000 shares; 2025Q1: 124,000 shares; 2025Q2: 124,000 shares; 2025Q3: 124,000 shares; 2025Q4: 124,000 shares 124,000 $963K 0.01% 0 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,017 shares; 2025Q2: 811 shares; 2025Q3: 742 shares; 2025Q4: 3,118 shares 3,118 $905K 0.01% +2,376 Timeline AMPL AMPLITUDE INC More: the full row for AMPLITUDE 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: 78,000 shares 78,000 $903K 0.01% new Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,384 shares; 2024Q4: 4,384 shares; 2025Q1: 4,384 shares; 2025Q2: 4,384 shares; 2025Q3: 4,384 shares; 2025Q4: 4,384 shares 4,384 $889K 0.01% 0 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: 2,642 shares; 2024Q4: 2,642 shares; 2025Q1: 2,642 shares; 2025Q2: 2,630 shares; 2025Q3: 2,630 shares; 2025Q4: 2,630 shares 2,630 $885K 0.01% 0 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,477 shares 4,477 $858K 0.01% new Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,581 shares; 2024Q4: 4,581 shares; 2025Q1: 4,581 shares; 2025Q2: 7,253 shares; 2025Q3: 8,648 shares; 2025Q4: 9,246 shares 9,246 $827K 0.01% +598 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,934 shares; 2024Q4: 1,934 shares; 2025Q1: 1,537 shares; 2025Q2: 1,537 shares; 2025Q3: 1,537 shares; 2025Q4: 1,447 shares 1,447 $826K 0.01% -90 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: 835 shares; 2024Q4: 3,189 shares; 2025Q1: 1,335 shares; 2025Q2: 1,551 shares; 2025Q3: 1,701 shares; 2025Q4: 2,205 shares 2,205 $823K 0.01% +504 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: 8,713 shares; 2024Q4: 8,539 shares; 2025Q1: 1,737 shares; 2025Q2: 1,690 shares; 2025Q3: 1,200 shares; 2025Q4: 1,200 shares 1,200 $795K 0.01% 0 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: not reported; 2024Q4: 3,106 shares; 2025Q1: 3,106 shares; 2025Q2: 3,106 shares; 2025Q3: 2,985 shares; 2025Q4: 2,945 shares 2,945 $760K 0.01% -40 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,275 shares; 2024Q4: 3,275 shares; 2025Q1: 3,275 shares; 2025Q2: 3,275 shares; 2025Q3: 3,275 shares; 2025Q4: 3,275 shares 3,275 $720K 0.01% 0 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,897 shares; 2025Q3: 2,897 shares; 2025Q4: 2,897 shares 2,897 $702K 0.01% 0 Timeline BCD ABRDN ETFS More: the full row for ABRDN ETFS Quarterly shares; oldest 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: 11,400 shares; 2025Q4: 21,646 shares 21,646 $670K 0.01% +10,246 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 40,589 shares; 2025Q1: 9,005 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,887 shares 9,887 $664K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,686 shares 5,686 $642K 0.01% new Timeline ATI ATI INC More: the full row for ATI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,000 shares; 2025Q1: not reported; 2025Q2: 12,500 shares; 2025Q3: 8,500 shares; 2025Q4: 5,500 shares 5,500 $631K 0.01% -3,000 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: 58,817 shares; 2024Q4: 11,797 shares; 2025Q1: 11,797 shares; 2025Q2: 11,797 shares; 2025Q3: 8,097 shares; 2025Q4: 8,097 shares 8,097 $624K 0.01% 0 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: 3,383 shares; 2024Q4: 3,010 shares; 2025Q1: 2,882 shares; 2025Q2: 2,840 shares; 2025Q3: 2,690 shares; 2025Q4: 2,126 shares 2,126 $617K 0.01% -564 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: not reported; 2024Q4: 25,140 shares; 2025Q1: 25,140 shares; 2025Q2: 25,140 shares; 2025Q3: 25,140 shares; 2025Q4: 25,380 shares 25,380 $610K 0.01% +240 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 285 shares; 2024Q4: 285 shares; 2025Q1: 285 shares; 2025Q2: 285 shares; 2025Q3: 279 shares; 2025Q4: 279 shares 279 $600K 0.01% 0 Timeline BBJP J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,045 shares; 2024Q4: 60,232 shares; 2025Q1: 42,928 shares; 2025Q2: 33,707 shares; 2025Q3: 11,615 shares; 2025Q4: 8,411 shares 8,411 $554K 0.01% -3,204 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,898 shares 7,898 $531K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,826 shares 12,826 $522K 0.01% new Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,653 shares; 2024Q4: 2,567 shares; 2025Q1: 4,657 shares; 2025Q2: 4,244 shares; 2025Q3: 3,815 shares; 2025Q4: 2,967 shares 2,967 $498K 0.01% -848 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: 4,000 shares; 2024Q4: 4,000 shares; 2025Q1: 4,800 shares; 2025Q2: 4,000 shares; 2025Q3: 4,000 shares; 2025Q4: 4,000 shares 4,000 $491K 0.01% 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: 8,162 shares; 2024Q4: 8,162 shares; 2025Q1: 2,561 shares; 2025Q2: 2,309 shares; 2025Q3: 2,309 shares; 2025Q4: 2,309 shares 2,309 $459K 0.01% 0 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: 3,128 shares; 2024Q4: 3,078 shares; 2025Q1: 3,078 shares; 2025Q2: 3,078 shares; 2025Q3: 3,078 shares; 2025Q4: 3,078 shares 3,078 $422K <0.01% 0 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,431 shares; 2024Q4: 6,431 shares; 2025Q1: 6,431 shares; 2025Q2: 6,431 shares; 2025Q3: 6,431 shares; 2025Q4: 6,431 shares 6,431 $418K <0.01% 0 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,173 shares; 2025Q2: 8,173 shares; 2025Q3: 8,173 shares; 2025Q4: 8,173 shares 8,173 $416K <0.01% 0 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: 4,368 shares; 2024Q4: 4,245 shares; 2025Q1: 4,245 shares; 2025Q2: 4,084 shares; 2025Q3: 9,516 shares; 2025Q4: 3,326 shares 3,326 $367K <0.01% -6,190 Timeline NSRGY NESTLE SA-SPONS ADR More: the full row for NESTLE SA-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,367 shares; 2024Q4: 8,015 shares; 2025Q1: 3,896 shares; 2025Q2: 3,896 shares; 2025Q3: 4,033 shares; 2025Q4: 3,640 shares 3,640 $360K <0.01% -393 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,176 shares; 2024Q4: 2,676 shares; 2025Q1: 2,676 shares; 2025Q2: 2,676 shares; 2025Q3: 3,176 shares; 2025Q4: 3,176 shares 3,176 $354K <0.01% 0 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,519 shares; 2024Q4: 3,519 shares; 2025Q1: 3,519 shares; 2025Q2: 3,519 shares; 2025Q3: 3,519 shares; 2025Q4: 3,519 shares 3,519 $335K <0.01% 0 Timeline IWO 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: 1,032 shares; 2024Q4: 1,032 shares; 2025Q1: 1,032 shares; 2025Q2: 1,032 shares; 2025Q3: 1,032 shares; 2025Q4: 1,032 shares 1,032 $333K <0.01% 0 Timeline TFLO 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: 641,025 shares; 2024Q4: 283,868 shares; 2025Q1: 32,748 shares; 2025Q2: 7,547 shares; 2025Q3: 9,469 shares; 2025Q4: 6,579 shares 6,579 $332K <0.01% -2,890 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: not reported; 2024Q4: 5,851 shares; 2025Q1: 5,851 shares; 2025Q2: 5,851 shares; 2025Q3: 5,851 shares; 2025Q4: 5,851 shares 5,851 $315K <0.01% 0 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,164 shares; 2024Q4: 12,950 shares; 2025Q1: 10,212 shares; 2025Q2: 6,782 shares; 2025Q3: 3,395 shares; 2025Q4: 3,117 shares 3,117 $305K <0.01% -278 Timeline JUST GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,916 shares 2,916 $282K <0.01% new Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,200 shares; 2024Q4: 2,161 shares; 2025Q1: 2,124 shares; 2025Q2: 1,839 shares; 2025Q3: 1,762 shares; 2025Q4: 1,723 shares 1,723 $281K <0.01% -39 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,675 shares; 2025Q3: 3,675 shares; 2025Q4: 5,375 shares 5,375 $267K <0.01% +1,700 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: 1,731 shares; 2024Q4: 1,731 shares; 2025Q1: 1,731 shares; 2025Q2: 1,721 shares; 2025Q3: 1,721 shares; 2025Q4: 1,721 shares 1,721 $265K <0.01% 0 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: 2,578 shares; 2024Q4: 2,578 shares; 2025Q1: 1,987 shares; 2025Q2: 1,886 shares; 2025Q3: 1,886 shares; 2025Q4: 1,885 shares 1,885 $250K <0.01% -1 Timeline MGEE MGE ENERGY INC More: the full row for MGE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,138 shares; 2024Q4: 3,138 shares; 2025Q1: 3,138 shares; 2025Q2: 3,138 shares; 2025Q3: 3,138 shares; 2025Q4: 3,138 shares 3,138 $246K <0.01% 0 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 398 shares; 2025Q3: 398 shares; 2025Q4: 400 shares 400 $246K <0.01% +2 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,888 shares; 2024Q4: 6,888 shares; 2025Q1: 6,888 shares; 2025Q2: 6,888 shares; 2025Q3: 6,888 shares; 2025Q4: 6,188 shares 6,188 $224K <0.01% -700 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,923 shares; 2025Q3: 1,393 shares; 2025Q4: 1,393 shares 1,393 $223K <0.01% 0 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,702 shares; 2025Q4: 1,702 shares 1,702 $221K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: 1,615 shares; 2025Q2: 1,615 shares; 2025Q3: 1,454 shares; 2025Q4: 1,139 shares 1,139 $209K <0.01% -315 Timeline AWI ARMSTRONG WORLD INDS INC NEW More: the full row for ARMSTRONG WORLD INDS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 494,367 shares; 2024Q4: 532,387 shares; 2025Q1: 2,467 shares; 2025Q2: 1,304 shares; 2025Q3: 1,177 shares; 2025Q4: 1,091 shares 1,091 $209K <0.01% -86 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 556 shares 556 $206K <0.01% new 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: 4,068 shares; 2024Q4: 3,768 shares; 2025Q1: 3,768 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,712 shares 3,712 $200K <0.01% new Timeline