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: 162,384 shares; 2024Q4: 160,867 shares; 2025Q1: 160,940 shares; 2025Q2: 161,386 shares; 2025Q3: 151,704 shares; 2025Q4: 111,373 shares 111,373 $34.9M 3.35% -40,331 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: 103,325 shares; 2024Q4: 102,512 shares; 2025Q1: 102,595 shares; 2025Q2: 101,871 shares; 2025Q3: 109,612 shares; 2025Q4: 116,359 shares 116,359 $31.6M 3.03% +6,747 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 154,893 shares; 2024Q4: 160,627 shares; 2025Q1: 135,900 shares; 2025Q2: 198,938 shares; 2025Q3: 265,209 shares; 2025Q4: 349,440 shares 349,440 $25M 2.39% +84,231 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,381 shares; 2024Q4: 32,059 shares; 2025Q1: 32,510 shares; 2025Q2: 32,065 shares; 2025Q3: 29,862 shares; 2025Q4: 39,573 shares 39,573 $19.1M 1.83% +9,711 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: 23,309 shares; 2024Q4: 23,320 shares; 2025Q1: 22,856 shares; 2025Q2: 23,441 shares; 2025Q3: 57,877 shares; 2025Q4: 94,109 shares 94,109 $17.6M 1.68% +36,232 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,314 shares; 2024Q4: 78,614 shares; 2025Q1: 85,378 shares; 2025Q2: 83,337 shares; 2025Q3: 80,405 shares; 2025Q4: 79,030 shares 79,030 $16.7M 1.6% -1,375 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: 23,125 shares; 2024Q4: 22,841 shares; 2025Q1: 22,295 shares; 2025Q2: 21,904 shares; 2025Q3: 16,556 shares; 2025Q4: 25,256 shares 25,256 $16.7M 1.6% +8,700 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: 30,506 shares; 2024Q4: 31,226 shares; 2025Q1: 19,136 shares; 2025Q2: 19,660 shares; 2025Q3: 47,802 shares; 2025Q4: 47,964 shares 47,964 $15.8M 1.52% +162 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 104,901 shares; 2024Q4: 104,295 shares; 2025Q1: 119,577 shares; 2025Q2: 117,434 shares; 2025Q3: 110,888 shares; 2025Q4: 96,970 shares 96,970 $15.7M 1.5% -13,918 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,936 shares; 2024Q4: 52,705 shares; 2025Q1: 53,535 shares; 2025Q2: 53,411 shares; 2025Q3: 51,475 shares; 2025Q4: 44,057 shares 44,057 $15.5M 1.48% -7,418 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: 30,546 shares; 2024Q4: 31,558 shares; 2025Q1: 73,888 shares; 2025Q2: 137,346 shares; 2025Q3: 177,599 shares; 2025Q4: 225,538 shares 225,538 $15.2M 1.45% +47,939 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,933 shares; 2024Q4: 12,167 shares; 2025Q1: 12,311 shares; 2025Q2: 12,145 shares; 2025Q3: 13,364 shares; 2025Q4: 46,069 shares 46,069 $14.2M 1.36% +32,705 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: 38,100 shares; 2024Q4: 38,200 shares; 2025Q1: 37,995 shares; 2025Q2: 38,421 shares; 2025Q3: 37,280 shares; 2025Q4: 49,177 shares 49,177 $13M 1.25% +11,897 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: 43,167 shares; 2024Q4: 43,378 shares; 2025Q1: 43,569 shares; 2025Q2: 44,033 shares; 2025Q3: 43,591 shares; 2025Q4: 52,823 shares 52,823 $12.2M 1.17% +9,232 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: 59,027 shares; 2024Q4: 58,499 shares; 2025Q1: 56,953 shares; 2025Q2: 55,664 shares; 2025Q3: 34,495 shares; 2025Q4: 34,244 shares 34,244 $12M 1.15% -251 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 134,824 shares; 2024Q4: 127,776 shares; 2025Q1: 147,468 shares; 2025Q2: 131,910 shares; 2025Q3: 120,279 shares; 2025Q4: 100,918 shares 100,918 $10.3M 0.99% -19,361 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,339 shares; 2024Q4: 26,954 shares; 2025Q1: 27,824 shares; 2025Q2: 22,912 shares; 2025Q3: 21,579 shares; 2025Q4: 18,649 shares 18,649 $10.3M 0.98% -2,930 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: 15,788 shares; 2024Q4: 14,972 shares; 2025Q1: 14,629 shares; 2025Q2: 14,092 shares; 2025Q3: 13,209 shares; 2025Q4: 11,417 shares 11,417 $10M 0.96% -1,792 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,612 shares; 2024Q4: 22,108 shares; 2025Q1: 23,449 shares; 2025Q2: 20,271 shares; 2025Q3: 18,431 shares; 2025Q4: 15,675 shares 15,675 $9.59M 0.92% -2,756 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,603 shares; 2024Q4: 76,310 shares; 2025Q1: 50,606 shares; 2025Q2: 48,458 shares; 2025Q3: 63,985 shares; 2025Q4: 83,658 shares 83,658 $9.53M 0.91% +19,673 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: 77,213 shares; 2024Q4: 74,682 shares; 2025Q1: 75,827 shares; 2025Q2: 74,168 shares; 2025Q3: 70,633 shares; 2025Q4: 61,808 shares 61,808 $9.49M 0.91% -8,825 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,602 shares; 2024Q4: 34,466 shares; 2025Q1: 45,915 shares; 2025Q2: 51,164 shares; 2025Q3: 48,363 shares; 2025Q4: 40,995 shares 40,995 $9.24M 0.88% -7,368 Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,567 shares; 2024Q4: 18,870 shares; 2025Q1: 23,416 shares; 2025Q2: 20,714 shares; 2025Q3: 19,627 shares; 2025Q4: 16,796 shares 16,796 $8.95M 0.86% -2,831 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,606 shares; 2024Q4: 36,306 shares; 2025Q1: 43,129 shares; 2025Q2: 57,117 shares; 2025Q3: 54,924 shares; 2025Q4: 46,083 shares 46,083 $8.94M 0.86% -8,841 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: 2,866 shares; 2024Q4: 2,925 shares; 2025Q1: 2,839 shares; 2025Q2: 15,612 shares; 2025Q3: 15,613 shares; 2025Q4: 14,040 shares 14,040 $8.8M 0.84% -1,573 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,115 shares; 2024Q4: 55,806 shares; 2025Q1: 63,990 shares; 2025Q2: 60,984 shares; 2025Q3: 56,626 shares; 2025Q4: 48,657 shares 48,657 $8.78M 0.84% -7,969 Timeline ITT ITT INC More: the full row for ITT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,094 shares; 2024Q4: 61,416 shares; 2025Q1: 63,780 shares; 2025Q2: 61,378 shares; 2025Q3: 57,864 shares; 2025Q4: 50,354 shares 50,354 $8.74M 0.84% -7,510 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,500 shares; 2024Q4: 47,665 shares; 2025Q1: 48,482 shares; 2025Q2: 48,550 shares; 2025Q3: 47,035 shares; 2025Q4: 41,800 shares 41,800 $8.58M 0.82% -5,235 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: 27,274 shares; 2024Q4: 26,784 shares; 2025Q1: 31,620 shares; 2025Q2: 31,253 shares; 2025Q3: 29,249 shares; 2025Q4: 25,304 shares 25,304 $8.52M 0.82% -3,945 Timeline ICLR ICON PUB LTD CO More: the full row for ICON PUB LTD CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,579 shares; 2024Q4: 32,127 shares; 2025Q1: 46,311 shares; 2025Q2: 55,838 shares; 2025Q3: 52,744 shares; 2025Q4: 45,554 shares 45,554 $8.3M 0.79% -7,190 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: 13,382 shares; 2024Q4: 13,180 shares; 2025Q1: 13,039 shares; 2025Q2: 11,432 shares; 2025Q3: 15,710 shares; 2025Q4: 41,693 shares 41,693 $8.13M 0.78% +25,983 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,798 shares; 2024Q4: 89,068 shares; 2025Q1: 98,135 shares; 2025Q2: 99,191 shares; 2025Q3: 96,722 shares; 2025Q4: 101,320 shares 101,320 $8.03M 0.77% +4,598 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,546 shares; 2024Q4: 30,074 shares; 2025Q1: 28,971 shares; 2025Q2: 28,934 shares; 2025Q3: 28,429 shares; 2025Q4: 31,004 shares 31,004 $8.02M 0.77% +2,575 Timeline RBA RB GLOBAL INC More: the full row for RB GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 103,614 shares; 2024Q4: 99,664 shares; 2025Q1: 93,979 shares; 2025Q2: 90,639 shares; 2025Q3: 85,847 shares; 2025Q4: 77,678 shares 77,678 $7.99M 0.77% -8,169 Timeline SSNC SS&C TECH HLDGS More: the full row for SS&C TECH HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 114,464 shares; 2024Q4: 110,837 shares; 2025Q1: 106,062 shares; 2025Q2: 106,102 shares; 2025Q3: 102,362 shares; 2025Q4: 91,138 shares 91,138 $7.97M 0.76% -11,224 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: 9,303 shares; 2024Q4: 8,885 shares; 2025Q1: 9,274 shares; 2025Q2: 8,927 shares; 2025Q3: 8,685 shares; 2025Q4: 7,889 shares 7,889 $7.96M 0.76% -796 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: 44,210 shares; 2024Q4: 43,421 shares; 2025Q1: 44,904 shares; 2025Q2: 44,471 shares; 2025Q3: 43,433 shares; 2025Q4: 40,694 shares 40,694 $7.94M 0.76% -2,739 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 38,221 shares; 2025Q4: 44,457 shares 44,457 $7.9M 0.76% +6,236 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,039 shares; 2024Q4: 33,710 shares; 2025Q1: 36,197 shares; 2025Q2: 35,837 shares; 2025Q3: 34,791 shares; 2025Q4: 30,777 shares 30,777 $7.8M 0.75% -4,014 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,914 shares; 2024Q4: 28,313 shares; 2025Q1: 30,599 shares; 2025Q2: 28,875 shares; 2025Q3: 27,128 shares; 2025Q4: 24,071 shares 24,071 $7.67M 0.73% -3,057 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: not reported; 2024Q4: not reported; 2025Q1: 14,039 shares; 2025Q2: 12,489 shares; 2025Q3: 12,180 shares; 2025Q4: 11,554 shares 11,554 $7.65M 0.73% -626 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: 31,996 shares; 2024Q4: 30,766 shares; 2025Q1: 31,659 shares; 2025Q2: 33,101 shares; 2025Q3: 32,351 shares; 2025Q4: 30,334 shares 30,334 $7.49M 0.72% -2,017 Timeline FELE FRANKLIN ELEC INC More: the full row for FRANKLIN ELEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,497 shares; 2024Q4: 78,929 shares; 2025Q1: 82,145 shares; 2025Q2: 92,837 shares; 2025Q3: 88,551 shares; 2025Q4: 78,169 shares 78,169 $7.47M 0.71% -10,382 Timeline PRI PRIMERICA INC More: the full row for PRIMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,016 shares; 2024Q4: 33,360 shares; 2025Q1: 32,601 shares; 2025Q2: 33,254 shares; 2025Q3: 32,185 shares; 2025Q4: 28,899 shares 28,899 $7.47M 0.71% -3,286 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,112 shares; 2024Q4: 39,663 shares; 2025Q1: 39,476 shares; 2025Q2: 38,506 shares; 2025Q3: 36,804 shares; 2025Q4: 33,179 shares 33,179 $7.4M 0.71% -3,625 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 38,031 shares; 2025Q2: 35,994 shares; 2025Q3: 34,298 shares; 2025Q4: 30,639 shares 30,639 $7.38M 0.71% -3,659 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: 18,826 shares; 2024Q4: 18,085 shares; 2025Q1: 17,288 shares; 2025Q2: 17,167 shares; 2025Q3: 16,284 shares; 2025Q4: 14,447 shares 14,447 $7.38M 0.71% -1,837 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: 33,538 shares; 2024Q4: 32,747 shares; 2025Q1: 34,059 shares; 2025Q2: 36,450 shares; 2025Q3: 35,523 shares; 2025Q4: 31,735 shares 31,735 $7.34M 0.7% -3,788 Timeline AAAU GOLDMAN SACHS PHYSICAL GOLD More: the full row for GOLDMAN SACHS PHYSICAL GOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 113,644 shares; 2024Q4: 101,638 shares; 2025Q1: 102,897 shares; 2025Q2: 114,140 shares; 2025Q3: 198,131 shares; 2025Q4: 172,223 shares 172,223 $7.33M 0.7% -25,908 Timeline TXRH TEXAS ROADHOUSE INC More: the full row for TEXAS ROADHOUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,397 shares; 2024Q4: 51,703 shares; 2025Q1: 51,825 shares; 2025Q2: 49,666 shares; 2025Q3: 48,301 shares; 2025Q4: 43,735 shares 43,735 $7.26M 0.7% -4,566 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,851 shares; 2024Q4: 50,419 shares; 2025Q1: 47,178 shares; 2025Q2: 44,482 shares; 2025Q3: 43,241 shares; 2025Q4: 39,450 shares 39,450 $7.26M 0.7% -3,791 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: 64,074 shares; 2024Q4: 61,373 shares; 2025Q1: 66,056 shares; 2025Q2: 65,710 shares; 2025Q3: 61,750 shares; 2025Q4: 54,166 shares 54,166 $7.17M 0.69% -7,584 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: 95,556 shares; 2024Q4: 92,807 shares; 2025Q1: 97,344 shares; 2025Q2: 97,400 shares; 2025Q3: 94,664 shares; 2025Q4: 85,105 shares 85,105 $6.98M 0.67% -9,559 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,528 shares; 2024Q4: 24,847 shares; 2025Q1: 25,340 shares; 2025Q2: 25,630 shares; 2025Q3: 24,771 shares; 2025Q4: 19,674 shares 19,674 $6.94M 0.66% -5,097 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,656 shares; 2024Q4: 148,558 shares; 2025Q1: 154,650 shares; 2025Q2: 161,608 shares; 2025Q3: 151,901 shares; 2025Q4: 135,859 shares 135,859 $6.79M 0.65% -16,042 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: 21,617 shares; 2024Q4: 20,974 shares; 2025Q1: 25,348 shares; 2025Q2: 23,638 shares; 2025Q3: 22,904 shares; 2025Q4: 20,914 shares 20,914 $6.69M 0.64% -1,990 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,611 shares; 2024Q4: 14,966 shares; 2025Q1: 15,371 shares; 2025Q2: 15,231 shares; 2025Q3: 14,536 shares; 2025Q4: 12,031 shares 12,031 $6.65M 0.64% -2,505 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: 31,425 shares; 2024Q4: 30,193 shares; 2025Q1: 29,944 shares; 2025Q2: 29,283 shares; 2025Q3: 28,246 shares; 2025Q4: 25,649 shares 25,649 $6.6M 0.63% -2,597 Timeline DOX AMDOCS LTD More: the full row for AMDOCS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,201 shares; 2024Q4: 90,832 shares; 2025Q1: 93,996 shares; 2025Q2: 92,485 shares; 2025Q3: 90,280 shares; 2025Q4: 81,237 shares 81,237 $6.54M 0.63% -9,043 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: 6,513 shares; 2024Q4: 6,977 shares; 2025Q1: 7,005 shares; 2025Q2: 9,787 shares; 2025Q3: 9,763 shares; 2025Q4: 9,570 shares 9,570 $6.53M 0.62% -193 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: 95,392 shares; 2024Q4: 91,502 shares; 2025Q1: 87,111 shares; 2025Q2: 87,901 shares; 2025Q3: 86,667 shares; 2025Q4: 80,601 shares 80,601 $6.42M 0.62% -6,066 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: 38,153 shares; 2024Q4: 37,127 shares; 2025Q1: 37,742 shares; 2025Q2: 37,979 shares; 2025Q3: 37,237 shares; 2025Q4: 34,037 shares 34,037 $6.31M 0.6% -3,200 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: 171,680 shares; 2024Q4: 170,771 shares; 2025Q1: 163,513 shares; 2025Q2: 161,906 shares; 2025Q3: 146,882 shares; 2025Q4: 119,311 shares 119,311 $6.25M 0.6% -27,571 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: 26,368 shares; 2024Q4: 23,526 shares; 2025Q1: 25,151 shares; 2025Q2: 26,175 shares; 2025Q3: 25,551 shares; 2025Q4: 22,952 shares 22,952 $6.16M 0.59% -2,599 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,958 shares; 2024Q4: 54,492 shares; 2025Q1: 62,902 shares; 2025Q2: 73,272 shares; 2025Q3: 71,467 shares; 2025Q4: 58,216 shares 58,216 $6.04M 0.58% -13,251 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: 187,494 shares; 2024Q4: 189,703 shares; 2025Q1: 192,754 shares; 2025Q2: 192,302 shares; 2025Q3: 179,053 shares; 2025Q4: 153,577 shares 153,577 $6.01M 0.58% -25,476 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: 20,624 shares; 2024Q4: 20,329 shares; 2025Q1: 20,250 shares; 2025Q2: 14,983 shares; 2025Q3: 14,912 shares; 2025Q4: 18,360 shares 18,360 $5.92M 0.57% +3,448 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,092 shares; 2024Q4: 4,943 shares; 2025Q1: 4,871 shares; 2025Q2: 4,705 shares; 2025Q3: 4,498 shares; 2025Q4: 3,423 shares 3,423 $5.79M 0.55% -1,075 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,168 shares; 2024Q4: 17,527 shares; 2025Q1: 17,940 shares; 2025Q2: 18,874 shares; 2025Q3: 18,407 shares; 2025Q4: 16,720 shares 16,720 $5.63M 0.54% -1,687 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK 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: 74,676 shares; 2025Q3: 130,842 shares; 2025Q4: 169,013 shares 169,013 $5.63M 0.54% +38,171 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,530 shares; 2024Q4: 27,906 shares; 2025Q1: 28,320 shares; 2025Q2: 28,364 shares; 2025Q3: 26,591 shares; 2025Q4: 10,989 shares 10,989 $5.61M 0.54% -15,602 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: 20,965 shares; 2024Q4: 21,563 shares; 2025Q1: 22,316 shares; 2025Q2: 22,844 shares; 2025Q3: 22,104 shares; 2025Q4: 9,728 shares 9,728 $5.58M 0.53% -12,376 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: 6,385 shares; 2024Q4: 6,387 shares; 2025Q1: 6,083 shares; 2025Q2: 5,675 shares; 2025Q3: 5,708 shares; 2025Q4: 17,757 shares 17,757 $5.56M 0.53% +12,049 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,084 shares; 2024Q4: 27,465 shares; 2025Q1: 37,388 shares; 2025Q2: 37,102 shares; 2025Q3: 35,428 shares; 2025Q4: 29,350 shares 29,350 $5.52M 0.53% -6,078 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,140 shares; 2024Q4: 11,009 shares; 2025Q1: 11,833 shares; 2025Q2: 11,940 shares; 2025Q3: 10,101 shares; 2025Q4: 7,972 shares 7,972 $5.39M 0.52% -2,129 Timeline DCI DONALDSON INC More: the full row for DONALDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,792 shares; 2024Q4: 58,792 shares; 2025Q1: 58,792 shares; 2025Q2: 58,792 shares; 2025Q3: 58,792 shares; 2025Q4: 58,792 shares 58,792 $5.21M 0.5% 0 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,073 shares; 2024Q4: 78,040 shares; 2025Q1: 79,814 shares; 2025Q2: 78,383 shares; 2025Q3: 86,051 shares; 2025Q4: 67,854 shares 67,854 $5.2M 0.5% -18,197 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,736 shares; 2024Q4: 6,736 shares; 2025Q1: 84,518 shares; 2025Q2: 73,323 shares; 2025Q3: 73,323 shares; 2025Q4: 80,345 shares 80,345 $5.02M 0.48% +7,022 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: 10,632 shares; 2024Q4: 10,726 shares; 2025Q1: 10,767 shares; 2025Q2: 10,573 shares; 2025Q3: 10,237 shares; 2025Q4: 9,907 shares 9,907 $4.98M 0.48% -330 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,821 shares; 2024Q4: 31,565 shares; 2025Q1: 32,850 shares; 2025Q2: 33,418 shares; 2025Q3: 30,096 shares; 2025Q4: 16,298 shares 16,298 $4.73M 0.45% -13,798 Timeline SAIA SAIA INC More: the full row for SAIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,313 shares; 2024Q4: 19,217 shares; 2025Q1: 21,429 shares; 2025Q2: 30,874 shares; 2025Q3: 28,955 shares; 2025Q4: 14,323 shares 14,323 $4.68M 0.45% -14,632 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: 96,238 shares; 2024Q4: 83,476 shares; 2025Q1: 93,199 shares; 2025Q2: 93,376 shares; 2025Q3: 99,715 shares; 2025Q4: 55,983 shares 55,983 $4.41M 0.42% -43,732 Timeline PAYC PAYCOM SOFTWARE INC More: the full row for PAYCOM SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,124 shares; 2024Q4: 35,156 shares; 2025Q1: 32,837 shares; 2025Q2: 32,202 shares; 2025Q3: 31,404 shares; 2025Q4: 26,508 shares 26,508 $4.22M 0.4% -4,896 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,191 shares; 2024Q4: 11,109 shares; 2025Q1: 9,756 shares; 2025Q2: 9,691 shares; 2025Q3: 9,305 shares; 2025Q4: 7,302 shares 7,302 $4.14M 0.4% -2,003 Timeline FCN FTI CONSULTING INC More: the full row for FTI CONSULTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,124 shares; 2024Q4: 34,127 shares; 2025Q1: 49,269 shares; 2025Q2: 50,207 shares; 2025Q3: 48,410 shares; 2025Q4: 23,288 shares 23,288 $3.98M 0.38% -25,122 Timeline CVCO CAVCO INDS INC DEL More: the full row for CAVCO INDS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,137 shares; 2024Q4: 11,226 shares; 2025Q1: 10,820 shares; 2025Q2: 10,810 shares; 2025Q3: 10,315 shares; 2025Q4: 6,378 shares 6,378 $3.77M 0.36% -3,937 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,013 shares; 2024Q4: 22,023 shares; 2025Q1: 27,164 shares; 2025Q2: 26,999 shares; 2025Q3: 26,488 shares; 2025Q4: 13,662 shares 13,662 $3.76M 0.36% -12,826 Timeline NVR NVR INC More: the full row for NVR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 557 shares; 2024Q4: 567 shares; 2025Q1: 589 shares; 2025Q2: 603 shares; 2025Q3: 610 shares; 2025Q4: 510 shares 510 $3.72M 0.36% -100 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,908 shares; 2024Q4: 20,531 shares; 2025Q1: 20,954 shares; 2025Q2: 20,945 shares; 2025Q3: 15,217 shares; 2025Q4: 8,291 shares 8,291 $3.69M 0.35% -6,926 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: 17,639 shares; 2024Q4: 17,997 shares; 2025Q1: 18,449 shares; 2025Q2: 18,511 shares; 2025Q3: 17,657 shares; 2025Q4: 7,043 shares 7,043 $3.68M 0.35% -10,614 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: 25,009 shares; 2024Q4: 24,494 shares; 2025Q1: 24,496 shares; 2025Q2: 22,951 shares; 2025Q3: 23,482 shares; 2025Q4: 42,173 shares 42,173 $3.55M 0.34% +18,691 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,450 shares; 2024Q4: 2,606 shares; 2025Q1: 2,698 shares; 2025Q2: 2,694 shares; 2025Q3: 2,891 shares; 2025Q4: 2,670 shares 2,670 $3.55M 0.34% -221 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: 43,672 shares; 2024Q4: 44,952 shares; 2025Q1: 41,227 shares; 2025Q2: 28,554 shares; 2025Q3: 34,450 shares; 2025Q4: 37,787 shares 37,787 $3.47M 0.33% +3,337 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: 31,148 shares; 2024Q4: 30,427 shares; 2025Q1: 30,173 shares; 2025Q2: 33,418 shares; 2025Q3: 33,926 shares; 2025Q4: 37,075 shares 37,075 $3.46M 0.33% +3,149 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,909 shares; 2024Q4: 1,798 shares; 2025Q1: 1,889 shares; 2025Q2: 1,753 shares; 2025Q3: 2,121 shares; 2025Q4: 3,192 shares 3,192 $3.41M 0.33% +1,071 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: 47,700 shares; 2024Q4: 46,072 shares; 2025Q1: 46,072 shares; 2025Q2: 90,118 shares; 2025Q3: 82,345 shares; 2025Q4: 84,417 shares 84,417 $3.39M 0.32% +2,072 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,458 shares; 2024Q4: 20,513 shares; 2025Q1: 20,682 shares; 2025Q2: 20,687 shares; 2025Q3: 20,729 shares; 2025Q4: 27,385 shares 27,385 $3.38M 0.32% +6,656 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: 29,776 shares; 2024Q4: 29,702 shares; 2025Q1: 30,437 shares; 2025Q2: 26,001 shares; 2025Q3: 26,236 shares; 2025Q4: 27,925 shares 27,925 $3.36M 0.32% +1,689 Timeline WDEF WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 84,526 shares; 2025Q4: 111,625 shares 111,625 $3.24M 0.31% +27,099 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,380 shares; 2024Q4: 10,425 shares; 2025Q1: 10,110 shares; 2025Q2: 9,324 shares; 2025Q3: 9,090 shares; 2025Q4: 10,734 shares 10,734 $3.18M 0.3% +1,644 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: 10,921 shares; 2024Q4: 6,902 shares; 2025Q1: 6,670 shares; 2025Q2: 6,084 shares; 2025Q3: 7,527 shares; 2025Q4: 10,438 shares 10,438 $3.17M 0.3% +2,911 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,820 shares; 2024Q4: 9,091 shares; 2025Q1: 9,387 shares; 2025Q2: 9,692 shares; 2025Q3: 5,351 shares; 2025Q4: 5,398 shares 5,398 $3.13M 0.3% +47 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,182 shares; 2024Q4: 58,182 shares; 2025Q1: 58,806 shares; 2025Q2: 58,191 shares; 2025Q3: 57,425 shares; 2025Q4: 64,890 shares 64,890 $3.1M 0.3% +7,465 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: 53,588 shares; 2024Q4: 50,281 shares; 2025Q1: 42,984 shares; 2025Q2: 49,941 shares; 2025Q3: 49,108 shares; 2025Q4: 44,729 shares 44,729 $3M 0.29% -4,379 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,902 shares; 2024Q4: 17,737 shares; 2025Q1: 17,804 shares; 2025Q2: 28,161 shares; 2025Q3: 28,887 shares; 2025Q4: 32,216 shares 32,216 $2.98M 0.29% +3,329 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,832 shares; 2024Q4: 7,832 shares; 2025Q1: 8,104 shares; 2025Q2: 7,981 shares; 2025Q3: 8,023 shares; 2025Q4: 23,764 shares 23,764 $2.98M 0.29% +15,741 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: 14,749 shares; 2024Q4: 14,564 shares; 2025Q1: 14,447 shares; 2025Q2: 14,572 shares; 2025Q3: 14,443 shares; 2025Q4: 14,443 shares 14,443 $2.87M 0.27% 0 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: 34,263 shares; 2024Q4: 34,612 shares; 2025Q1: 35,053 shares; 2025Q2: 28,826 shares; 2025Q3: 29,497 shares; 2025Q4: 29,579 shares 29,579 $2.84M 0.27% +82 Timeline SPGP 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: 23,892 shares; 2024Q4: 23,892 shares; 2025Q1: 23,892 shares; 2025Q2: 23,892 shares; 2025Q3: 23,892 shares; 2025Q4: 23,892 shares 23,892 $2.72M 0.26% 0 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: 48,073 shares; 2024Q4: 47,542 shares; 2025Q1: 47,764 shares; 2025Q2: 46,315 shares; 2025Q3: 46,779 shares; 2025Q4: 50,842 shares 50,842 $2.71M 0.26% +4,063 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,606 shares; 2024Q4: 17,396 shares; 2025Q1: 17,688 shares; 2025Q2: 17,607 shares; 2025Q3: 18,018 shares; 2025Q4: 20,435 shares 20,435 $2.59M 0.25% +2,417 Timeline GOF GUGGENHEIM STRATEGIC OPPORTU More: the full row for GUGGENHEIM STRATEGIC OPPORTU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 196,262 shares; 2024Q4: 196,262 shares; 2025Q1: 196,262 shares; 2025Q2: 196,262 shares; 2025Q3: 196,262 shares; 2025Q4: 196,262 shares 196,262 $2.53M 0.24% 0 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: 2,262 shares; 2024Q4: 2,262 shares; 2025Q1: 2,262 shares; 2025Q2: 2,262 shares; 2025Q3: 2,268 shares; 2025Q4: 4,367 shares 4,367 $2.49M 0.24% +2,099 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,937 shares; 2024Q4: 30,651 shares; 2025Q1: 28,054 shares; 2025Q2: 28,429 shares; 2025Q3: 26,292 shares; 2025Q4: 19,584 shares 19,584 $2.47M 0.24% -6,708 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: 5,480 shares; 2024Q4: 5,207 shares; 2025Q1: 5,168 shares; 2025Q2: 4,969 shares; 2025Q3: 4,969 shares; 2025Q4: 4,969 shares 4,969 $2.42M 0.23% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,672 shares 6,672 $2.31M 0.22% new Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3 shares; 2024Q4: 3 shares; 2025Q1: 3 shares; 2025Q2: 3 shares; 2025Q3: 3 shares; 2025Q4: 3 shares 3 $2.26M 0.22% 0 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,944 shares; 2024Q4: 38,900 shares; 2025Q1: 40,200 shares; 2025Q2: 39,751 shares; 2025Q3: 40,949 shares; 2025Q4: 45,197 shares 45,197 $2.22M 0.21% +4,248 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,529 shares; 2024Q4: 34,320 shares; 2025Q1: 25,765 shares; 2025Q2: 27,096 shares; 2025Q3: 27,096 shares; 2025Q4: 27,096 shares 27,096 $2.2M 0.21% 0 Timeline XEXGX EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 230,456 shares; 2024Q4: 230,456 shares; 2025Q1: 230,456 shares; 2025Q2: 230,456 shares; 2025Q3: 230,456 shares; 2025Q4: 230,456 shares 230,456 $2.2M 0.21% 0 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: 6,270 shares; 2024Q4: 5,939 shares; 2025Q1: 6,136 shares; 2025Q2: 5,844 shares; 2025Q3: 5,999 shares; 2025Q4: 6,641 shares 6,641 $2.17M 0.21% +642 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 44,323 shares; 2025Q4: 33,684 shares 33,684 $2.17M 0.21% -10,639 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: 32,590 shares; 2024Q4: 32,510 shares; 2025Q1: 33,255 shares; 2025Q2: 32,536 shares; 2025Q3: 27,492 shares; 2025Q4: 30,433 shares 30,433 $2.13M 0.2% +2,941 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: 17,197 shares; 2024Q4: 75,997 shares; 2025Q1: 71,738 shares; 2025Q2: 72,768 shares; 2025Q3: 78,241 shares; 2025Q4: 81,534 shares 81,534 $2.09M 0.2% +3,293 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,033 shares; 2024Q4: 2,544 shares; 2025Q1: 6,032 shares; 2025Q2: 5,914 shares; 2025Q3: 5,515 shares; 2025Q4: 6,059 shares 6,059 $2.06M 0.2% +544 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: 56,639 shares; 2024Q4: 56,062 shares; 2025Q1: 57,732 shares; 2025Q2: 56,909 shares; 2025Q3: 29,103 shares; 2025Q4: 67,462 shares 67,462 $2.02M 0.19% +38,359 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,334 shares; 2025Q1: 2,352 shares; 2025Q2: 2,313 shares; 2025Q3: 1,695 shares; 2025Q4: 1,870 shares 1,870 $2M 0.19% +175 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: 8,139 shares; 2024Q4: 8,046 shares; 2025Q1: 8,325 shares; 2025Q2: 8,052 shares; 2025Q3: 8,326 shares; 2025Q4: 11,395 shares 11,395 $2M 0.19% +3,069 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: 531 shares; 2024Q4: 531 shares; 2025Q1: 531 shares; 2025Q2: 455 shares; 2025Q3: 460 shares; 2025Q4: 1,859 shares 1,859 $2M 0.19% +1,399 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: 44,340 shares; 2024Q4: 44,132 shares; 2025Q1: 45,003 shares; 2025Q2: 43,427 shares; 2025Q3: 44,340 shares; 2025Q4: 48,775 shares 48,775 $1.99M 0.19% +4,435 Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 51,396 shares 51,396 $1.97M 0.19% new Timeline IGA VOYA GLBL ADV & PREM OPP FD More: the full row for VOYA GLBL ADV & PREM OPP FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 199,864 shares; 2025Q3: 199,864 shares; 2025Q4: 199,864 shares 199,864 $1.94M 0.19% 0 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,683 shares; 2024Q4: 14,698 shares; 2025Q1: 14,908 shares; 2025Q2: 14,196 shares; 2025Q3: 14,462 shares; 2025Q4: 16,408 shares 16,408 $1.92M 0.18% +1,946 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,121 shares; 2024Q4: 13,754 shares; 2025Q1: 14,958 shares; 2025Q2: 13,190 shares; 2025Q3: 13,268 shares; 2025Q4: 15,019 shares 15,019 $1.85M 0.18% +1,751 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: 9,980 shares; 2024Q4: 9,066 shares; 2025Q1: 7,854 shares; 2025Q2: 8,096 shares; 2025Q3: 8,894 shares; 2025Q4: 7,575 shares 7,575 $1.84M 0.18% -1,319 Timeline NI NISOURCE INC More: the full row for NISOURCE 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: 43,606 shares 43,606 $1.82M 0.17% new Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,894 shares 7,894 $1.69M 0.16% new Timeline VIOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,225 shares; 2025Q3: 17,368 shares; 2025Q4: 15,188 shares 15,188 $1.69M 0.16% -2,180 Timeline NWG NATWEST GROUP PLC More: the full row for NATWEST GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,229 shares; 2024Q4: not reported; 2025Q1: 32,966 shares; 2025Q2: 78,482 shares; 2025Q3: 90,185 shares; 2025Q4: 95,436 shares 95,436 $1.67M 0.16% +5,251 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,556 shares; 2024Q4: 5,079 shares; 2025Q1: 4,702 shares; 2025Q2: 5,036 shares; 2025Q3: 4,697 shares; 2025Q4: 12,831 shares 12,831 $1.64M 0.16% +8,134 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,649 shares; 2024Q4: 13,467 shares; 2025Q1: 13,796 shares; 2025Q2: 13,633 shares; 2025Q3: 21,711 shares; 2025Q4: 24,350 shares 24,350 $1.62M 0.15% +2,639 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 669 shares; 2025Q3: 664 shares; 2025Q4: 4,782 shares 4,782 $1.62M 0.15% +4,118 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,764 shares; 2024Q4: 12,479 shares; 2025Q1: 12,467 shares; 2025Q2: 11,206 shares; 2025Q3: 10,628 shares; 2025Q4: 15,287 shares 15,287 $1.61M 0.15% +4,659 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: 5,523 shares; 2024Q4: 5,491 shares; 2025Q1: 5,490 shares; 2025Q2: 5,490 shares; 2025Q3: 5,490 shares; 2025Q4: 5,540 shares 5,540 $1.61M 0.15% +50 Timeline PTC PTC INC More: the full row for PTC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,168 shares 9,168 $1.6M 0.15% new Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,984 shares; 2024Q4: 89,984 shares; 2025Q1: 89,984 shares; 2025Q2: 89,984 shares; 2025Q3: 89,984 shares; 2025Q4: 89,984 shares 89,984 $1.59M 0.15% 0 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23,877 shares 23,877 $1.56M 0.15% new Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,382 shares 15,382 $1.54M 0.15% new Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,792 shares; 2025Q3: 123,974 shares; 2025Q4: 130,657 shares 130,657 $1.53M 0.15% +6,683 Timeline GAB GABELLI EQUITY TR INC More: the full row for GABELLI EQUITY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 244,838 shares; 2024Q4: 244,838 shares; 2025Q1: 244,838 shares; 2025Q2: 244,838 shares; 2025Q3: 244,838 shares; 2025Q4: 244,838 shares 244,838 $1.51M 0.14% 0 Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,217 shares; 2024Q4: 8,068 shares; 2025Q1: 7,631 shares; 2025Q2: 8,637 shares; 2025Q3: 10,418 shares; 2025Q4: 11,801 shares 11,801 $1.51M 0.14% +1,383 Timeline FREL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,324 shares; 2024Q4: 60,489 shares; 2025Q1: 61,478 shares; 2025Q2: 61,478 shares; 2025Q3: 55,559 shares; 2025Q4: 55,559 shares 55,559 $1.49M 0.14% 0 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,738 shares; 2025Q4: 18,739 shares 18,739 $1.47M 0.14% +10,001 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,054 shares; 2024Q4: 11,554 shares; 2025Q1: 11,054 shares; 2025Q2: 11,054 shares; 2025Q3: 11,054 shares; 2025Q4: 11,054 shares 11,054 $1.47M 0.14% 0 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,050 shares; 2024Q4: 2,211 shares; 2025Q1: 2,094 shares; 2025Q2: 2,115 shares; 2025Q3: 2,288 shares; 2025Q4: 2,552 shares 2,552 $1.46M 0.14% +264 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: 5,273 shares; 2024Q4: not reported; 2025Q1: 36,359 shares; 2025Q2: 23,559 shares; 2025Q3: 23,559 shares; 2025Q4: 27,160 shares 27,160 $1.46M 0.14% +3,601 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES 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: 79,564 shares; 2025Q4: 90,476 shares 90,476 $1.45M 0.14% +10,912 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: 6,677 shares; 2024Q4: 6,647 shares; 2025Q1: 6,812 shares; 2025Q2: 6,820 shares; 2025Q3: 7,048 shares; 2025Q4: 8,293 shares 8,293 $1.44M 0.14% +1,245 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,926 shares; 2025Q3: 3,759 shares; 2025Q4: 8,470 shares 8,470 $1.44M 0.14% +4,711 Timeline THFF FIRST FINANCIAL CORPORATION More: the full row for FIRST FINANCIAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,309 shares; 2024Q4: 23,684 shares; 2025Q1: 23,684 shares; 2025Q2: 23,684 shares; 2025Q3: 23,684 shares; 2025Q4: 23,684 shares 23,684 $1.43M 0.14% 0 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,868 shares; 2024Q4: 2,868 shares; 2025Q1: 2,868 shares; 2025Q2: 2,868 shares; 2025Q3: 2,868 shares; 2025Q4: 2,868 shares 2,868 $1.41M 0.13% 0 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: 1,811 shares; 2024Q4: 1,667 shares; 2025Q1: 1,647 shares; 2025Q2: 1,598 shares; 2025Q3: 1,601 shares; 2025Q4: 2,009 shares 2,009 $1.38M 0.13% +408 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,430 shares; 2024Q4: 7,536 shares; 2025Q1: 7,426 shares; 2025Q2: 7,172 shares; 2025Q3: 7,172 shares; 2025Q4: 7,172 shares 7,172 $1.37M 0.13% 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: 7,692 shares; 2024Q4: 7,692 shares; 2025Q1: 10,943 shares; 2025Q2: 7,692 shares; 2025Q3: 7,558 shares; 2025Q4: 7,145 shares 7,145 $1.37M 0.13% -413 Timeline PHK PIMCO HIGH INCOME FD More: the full row for PIMCO HIGH INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 280,669 shares; 2024Q4: 280,669 shares; 2025Q1: 280,669 shares; 2025Q2: 280,669 shares; 2025Q3: 280,669 shares; 2025Q4: 280,669 shares 280,669 $1.36M 0.13% 0 Timeline WTW WILLIS TOWERS WATSON PLC LTD More: the full row for WILLIS TOWERS WATSON PLC LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,141 shares 4,141 $1.36M 0.13% new Timeline RIV RIVERNORTH OPPORTUNITIES FD More: the full row for RIVERNORTH OPPORTUNITIES FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 115,399 shares; 2024Q4: 115,399 shares; 2025Q1: 115,399 shares; 2025Q2: 115,399 shares; 2025Q3: 115,399 shares; 2025Q4: 115,399 shares 115,399 $1.35M 0.13% 0 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,673 shares; 2024Q4: 23,667 shares; 2025Q1: 25,087 shares; 2025Q2: 19,210 shares; 2025Q3: 19,673 shares; 2025Q4: 22,514 shares 22,514 $1.35M 0.13% +2,841 Timeline SYY SYSCO CORP More: the full row for SYSCO 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: 15,760 shares; 2025Q3: 16,181 shares; 2025Q4: 18,133 shares 18,133 $1.34M 0.13% +1,952 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: 3,130 shares; 2024Q4: 3,156 shares; 2025Q1: 3,189 shares; 2025Q2: 2,905 shares; 2025Q3: 2,925 shares; 2025Q4: 2,829 shares 2,829 $1.32M 0.13% -96 Timeline BRW SABA CAPITAL INCOME & OPRNT More: the full row for SABA CAPITAL INCOME & OPRNT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 185,636 shares; 2024Q4: 185,636 shares; 2025Q1: 185,636 shares; 2025Q2: 185,636 shares; 2025Q3: 185,636 shares; 2025Q4: 185,636 shares 185,636 $1.3M 0.12% 0 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: not reported; 2024Q4: 36,034 shares; 2025Q1: 49,170 shares; 2025Q2: 51,436 shares; 2025Q3: 59,774 shares; 2025Q4: 79,673 shares 79,673 $1.26M 0.12% +19,899 Timeline PPL PPL CORP More: the full row for PPL 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: 34,758 shares 34,758 $1.22M 0.12% new Timeline XEADX ALLSPRING INCOME OPPORTUNIT More: the full row for ALLSPRING INCOME OPPORTUNIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 176,440 shares; 2024Q4: 176,440 shares; 2025Q1: 176,440 shares; 2025Q2: 176,440 shares; 2025Q3: 176,440 shares; 2025Q4: 176,440 shares 176,440 $1.2M 0.11% 0 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,606 shares 7,606 $1.15M 0.11% new Timeline ATRC ATRICURE INC More: the full row for ATRICURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,185 shares; 2024Q4: 21,185 shares; 2025Q1: 21,185 shares; 2025Q2: 28,973 shares; 2025Q3: 28,973 shares; 2025Q4: 28,973 shares 28,973 $1.15M 0.11% 0 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,927 shares; 2025Q1: not reported; 2025Q2: 3,725 shares; 2025Q3: 3,725 shares; 2025Q4: 18,609 shares 18,609 $1.13M 0.11% +14,884 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,059 shares; 2024Q4: 2,932 shares; 2025Q1: 2,900 shares; 2025Q2: 2,980 shares; 2025Q3: 2,849 shares; 2025Q4: 3,935 shares 3,935 $1.13M 0.11% +1,086 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,549 shares; 2025Q3: 14,961 shares; 2025Q4: 16,383 shares 16,383 $1.1M 0.11% +1,422 Timeline HYT BLACKROCK CORPOR HI YLD FD I More: the full row for BLACKROCK CORPOR HI YLD FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 122,892 shares; 2024Q4: 122,892 shares; 2025Q1: 122,892 shares; 2025Q2: 122,892 shares; 2025Q3: 122,892 shares; 2025Q4: 122,892 shares 122,892 $1.09M 0.1% 0 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,241 shares; 2024Q4: 5,241 shares; 2025Q1: 5,241 shares; 2025Q2: 5,192 shares; 2025Q3: 5,192 shares; 2025Q4: 3,809 shares 3,809 $1.09M 0.1% -1,383 Timeline BTZ BLACKROCK CR ALLOCATION More: the full row for BLACKROCK CR ALLOCATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97,838 shares; 2024Q4: 97,838 shares; 2025Q1: 97,838 shares; 2025Q2: 97,838 shares; 2025Q3: 97,838 shares; 2025Q4: 97,838 shares 97,838 $1.06M 0.1% 0 Timeline SPSC SPS COMM INC More: the full row for SPS COMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,856 shares; 2024Q4: 11,830 shares; 2025Q1: 11,830 shares; 2025Q2: 11,830 shares; 2025Q3: 11,830 shares; 2025Q4: 11,830 shares 11,830 $1.05M 0.1% 0 Timeline ISD PGIM HIGH YIELD BOND FUND IN More: the full row for PGIM HIGH YIELD BOND FUND IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,531 shares; 2024Q4: 93,531 shares; 2025Q1: 93,531 shares; 2025Q2: 93,531 shares; 2025Q3: 72,725 shares; 2025Q4: 72,725 shares 72,725 $1.05M 0.1% 0 Timeline RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,871 shares; 2024Q4: 26,196 shares; 2025Q1: 23,546 shares; 2025Q2: 23,789 shares; 2025Q3: 26,925 shares; 2025Q4: 25,971 shares 25,971 $1.05M 0.1% -954 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,919 shares; 2024Q4: 5,919 shares; 2025Q1: 5,955 shares; 2025Q2: 6,185 shares; 2025Q3: 6,142 shares; 2025Q4: 6,398 shares 6,398 $1.03M 0.1% +256 Timeline ARGX ARGENX SE More: the full row for ARGENX SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,178 shares; 2024Q4: 1,316 shares; 2025Q1: 1,224 shares; 2025Q2: 1,523 shares; 2025Q3: 1,769 shares; 2025Q4: 1,219 shares 1,219 $1.03M 0.1% -550 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 30,228 shares 30,228 $1.02M 0.1% new 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: 12,557 shares; 2024Q4: 12,743 shares; 2025Q1: 12,843 shares; 2025Q2: 12,511 shares; 2025Q3: 13,855 shares; 2025Q4: 15,045 shares 15,045 $1.01M 0.1% +1,190 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: 1,341 shares; 2024Q4: 1,577 shares; 2025Q1: 1,617 shares; 2025Q2: 1,610 shares; 2025Q3: 1,618 shares; 2025Q4: 1,618 shares 1,618 $994K 0.1% 0 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM 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: 21,695 shares 21,695 $989K 0.09% new Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,065 shares; 2024Q4: 21,065 shares; 2025Q1: 21,065 shares; 2025Q2: 21,065 shares; 2025Q3: 21,065 shares; 2025Q4: 21,065 shares 21,065 $965K 0.09% 0 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,833 shares; 2024Q4: 8,363 shares; 2025Q1: 8,411 shares; 2025Q2: 7,863 shares; 2025Q3: 7,863 shares; 2025Q4: 7,863 shares 7,863 $945K 0.09% 0 Timeline PAGP PLAINS GP HLDGS L P More: the full row for PLAINS GP HLDGS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,013 shares; 2024Q4: 41,776 shares; 2025Q1: 41,974 shares; 2025Q2: 41,576 shares; 2025Q3: 42,809 shares; 2025Q4: 49,305 shares 49,305 $944K 0.09% +6,496 Timeline CYTK CYTOKINETICS INC More: the full row for CYTOKINETICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,566 shares 14,566 $926K 0.09% new Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,664 shares; 2025Q1: 4,024 shares; 2025Q2: 4,192 shares; 2025Q3: 4,795 shares; 2025Q4: 4,981 shares 4,981 $924K 0.09% +186 Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,003 shares 24,003 $917K 0.09% new 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: 764 shares; 2024Q4: 1,002 shares; 2025Q1: 1,009 shares; 2025Q2: 1,059 shares; 2025Q3: 1,063 shares; 2025Q4: 1,058 shares 1,058 $912K 0.09% -5 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,031 shares; 2024Q4: 4,031 shares; 2025Q1: 3,962 shares; 2025Q2: 3,362 shares; 2025Q3: 3,362 shares; 2025Q4: 5,799 shares 5,799 $898K 0.09% +2,437 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: 17,269 shares; 2024Q4: 15,706 shares; 2025Q1: 15,978 shares; 2025Q2: 16,537 shares; 2025Q3: 15,531 shares; 2025Q4: 19,385 shares 19,385 $890K 0.09% +3,854 Timeline RYAAY RYANAIR HOLDINGS PLC More: the full row for RYANAIR HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,087 shares 12,087 $873K 0.08% new Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,913 shares; 2024Q4: 5,199 shares; 2025Q1: 5,199 shares; 2025Q2: 5,185 shares; 2025Q3: 5,105 shares; 2025Q4: 5,433 shares 5,433 $870K 0.08% +328 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,760 shares 10,760 $863K 0.08% new Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 480 shares; 2024Q4: 480 shares; 2025Q1: 624 shares; 2025Q2: 931 shares; 2025Q3: 933 shares; 2025Q4: 935 shares 935 $822K 0.08% +2 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,719 shares; 2025Q4: 2,731 shares 2,731 $807K 0.08% +12 Timeline HEI-A HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,764 shares; 2024Q4: 3,697 shares; 2025Q1: 3,754 shares; 2025Q2: 3,555 shares; 2025Q3: 3,177 shares; 2025Q4: 3,177 shares 3,177 $802K 0.08% 0 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 887 shares; 2024Q4: 1,342 shares; 2025Q1: 1,342 shares; 2025Q2: 1,623 shares; 2025Q3: 1,623 shares; 2025Q4: 1,623 shares 1,623 $780K 0.07% 0 Timeline XLG 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: 13,099 shares 13,099 $777K 0.07% new 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: 5,714 shares; 2024Q4: 4,412 shares; 2025Q1: 4,412 shares; 2025Q2: 3,930 shares; 2025Q3: 3,930 shares; 2025Q4: 3,732 shares 3,732 $772K 0.07% -198 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,569 shares; 2024Q4: 1,822 shares; 2025Q1: 1,663 shares; 2025Q2: 1,732 shares; 2025Q3: 1,955 shares; 2025Q4: 2,047 shares 2,047 $756K 0.07% +92 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 995 shares; 2024Q4: 1,018 shares; 2025Q1: 1,005 shares; 2025Q2: 983 shares; 2025Q3: 986 shares; 2025Q4: 1,100 shares 1,100 $719K 0.07% +114 Timeline FTC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,435 shares; 2024Q4: 4,435 shares; 2025Q1: 4,435 shares; 2025Q2: 4,435 shares; 2025Q3: 4,435 shares; 2025Q4: 4,435 shares 4,435 $709K 0.07% 0 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,863 shares; 2024Q4: 2,146 shares; 2025Q1: 2,203 shares; 2025Q2: 2,455 shares; 2025Q3: 2,457 shares; 2025Q4: 2,451 shares 2,451 $699K 0.07% -6 Timeline JQUA 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: not reported; 2025Q4: 10,883 shares 10,883 $688K 0.07% new Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,275 shares; 2024Q4: 1,286 shares; 2025Q1: 1,295 shares; 2025Q2: 1,437 shares; 2025Q3: 1,487 shares; 2025Q4: 1,512 shares 1,512 $680K 0.07% +25 Timeline SUSA 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: 4,878 shares; 2024Q4: 4,878 shares; 2025Q1: 4,878 shares; 2025Q2: 4,878 shares; 2025Q3: 4,878 shares; 2025Q4: 4,878 shares 4,878 $680K 0.07% 0 Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,252 shares 24,252 $679K 0.07% 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: 2,714 shares; 2024Q4: 2,142 shares; 2025Q1: 2,016 shares; 2025Q2: 2,028 shares; 2025Q3: 2,136 shares; 2025Q4: 1,571 shares 1,571 $670K 0.06% -565 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,068 shares; 2024Q4: 6,068 shares; 2025Q1: 6,068 shares; 2025Q2: 6,068 shares; 2025Q3: 6,068 shares; 2025Q4: 6,384 shares 6,384 $664K 0.06% +316 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,737 shares; 2024Q4: 8,110 shares; 2025Q1: 5,952 shares; 2025Q2: 5,915 shares; 2025Q3: 4,257 shares; 2025Q4: 4,104 shares 4,104 $661K 0.06% -153 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,819 shares 4,819 $651K 0.06% new Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,134 shares; 2024Q4: 6,136 shares; 2025Q1: 6,006 shares; 2025Q2: 5,860 shares; 2025Q3: 5,860 shares; 2025Q4: 5,686 shares 5,686 $647K 0.06% -174 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: 312 shares; 2024Q4: 311 shares; 2025Q1: 302 shares; 2025Q2: 301 shares; 2025Q3: 298 shares; 2025Q4: 297 shares 297 $638K 0.06% -1 Timeline SCHV 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: 7,186 shares; 2024Q4: 21,558 shares; 2025Q1: 21,558 shares; 2025Q2: 21,558 shares; 2025Q3: 21,558 shares; 2025Q4: 21,558 shares 21,558 $638K 0.06% 0 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,940 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,496 shares; 2025Q3: 11,981 shares; 2025Q4: 13,572 shares 13,572 $631K 0.06% +1,591 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 605 shares; 2024Q4: 587 shares; 2025Q1: 579 shares; 2025Q2: 7,635 shares; 2025Q3: 6,865 shares; 2025Q4: 6,904 shares 6,904 $630K 0.06% +39 Timeline PRLB PROTO LABS INC More: the full row for PROTO LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,052 shares; 2024Q4: 12,052 shares; 2025Q1: 12,052 shares; 2025Q2: 12,052 shares; 2025Q3: 12,052 shares; 2025Q4: 12,052 shares 12,052 $610K 0.06% 0 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 742 shares 742 $609K 0.06% new Timeline ECOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,786 shares 24,786 $605K 0.06% new 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: 17,182 shares; 2024Q4: 17,172 shares; 2025Q1: 17,705 shares; 2025Q2: 16,272 shares; 2025Q3: 5,852 shares; 2025Q4: 6,155 shares 6,155 $602K 0.06% +303 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: 4,660 shares; 2024Q4: 4,972 shares; 2025Q1: 5,329 shares; 2025Q2: 5,568 shares; 2025Q3: not reported; 2025Q4: 2,608 shares 2,608 $597K 0.06% new Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,257 shares; 2024Q4: 1,404 shares; 2025Q1: 1,534 shares; 2025Q2: 1,404 shares; 2025Q3: 1,404 shares; 2025Q4: 1,441 shares 1,441 $571K 0.05% +37 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: 2,654 shares 2,654 $570K 0.05% new Timeline LYV LIVE NATION ENTERTAINMENT IN More: the full row for LIVE NATION ENTERTAINMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,931 shares; 2024Q4: 2,931 shares; 2025Q1: 2,931 shares; 2025Q2: 2,979 shares; 2025Q3: 3,342 shares; 2025Q4: 3,817 shares 3,817 $544K 0.05% +475 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,437 shares; 2024Q4: 8,437 shares; 2025Q1: 8,474 shares; 2025Q2: 7,251 shares; 2025Q3: 7,142 shares; 2025Q4: 7,220 shares 7,220 $533K 0.05% +78 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: 1,147 shares; 2024Q4: 1,145 shares; 2025Q1: 1,164 shares; 2025Q2: 1,103 shares; 2025Q3: 1,100 shares; 2025Q4: 1,123 shares 1,123 $532K 0.05% +23 Timeline ETHO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,090 shares; 2024Q4: 8,090 shares; 2025Q1: 8,090 shares; 2025Q2: 8,090 shares; 2025Q3: 8,090 shares; 2025Q4: 8,090 shares 8,090 $528K 0.05% 0 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 327 shares; 2024Q4: 278 shares; 2025Q1: 274 shares; 2025Q2: 261 shares; 2025Q3: 262 shares; 2025Q4: 258 shares 258 $520K 0.05% -4 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 707 shares; 2024Q4: 812 shares; 2025Q1: 818 shares; 2025Q2: 780 shares; 2025Q3: 784 shares; 2025Q4: 805 shares 805 $501K 0.05% +21 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: 3,175 shares; 2024Q4: 3,175 shares; 2025Q1: 3,175 shares; 2025Q2: 3,175 shares; 2025Q3: 3,175 shares; 2025Q4: 3,288 shares 3,288 $471K 0.05% +113 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: 21,597 shares; 2024Q4: 17,523 shares; 2025Q1: 16,648 shares; 2025Q2: 18,710 shares; 2025Q3: 13,305 shares; 2025Q4: 12,798 shares 12,798 $468K 0.04% -507 Timeline BIPC BROOKFIELD INFRASTRUCTURE CO More: the full row for BROOKFIELD INFRASTRUCTURE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,297 shares; 2025Q1: 10,004 shares; 2025Q2: 10,357 shares; 2025Q3: 9,999 shares; 2025Q4: 10,064 shares 10,064 $457K 0.04% +65 Timeline UFPI UFP INDUSTRIES INC More: the full row for UFP INDUSTRIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,000 shares; 2024Q4: 5,000 shares; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 5,000 shares 5,000 $455K 0.04% 0 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: 12,415 shares; 2024Q4: 7,043 shares; 2025Q1: 6,760 shares; 2025Q2: 6,356 shares; 2025Q3: 6,376 shares; 2025Q4: 6,159 shares 6,159 $453K 0.04% -217 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: 3,315 shares; 2024Q4: 3,394 shares; 2025Q1: 3,394 shares; 2025Q2: 3,043 shares; 2025Q3: 3,043 shares; 2025Q4: 3,135 shares 3,135 $450K 0.04% +92 Timeline UITB 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: 9,093 shares; 2024Q4: 10,676 shares; 2025Q1: 10,676 shares; 2025Q2: 9,379 shares; 2025Q3: 9,379 shares; 2025Q4: 9,379 shares 9,379 $444K 0.04% 0 Timeline FDMO FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,163 shares 5,163 $433K 0.04% new Timeline NXTG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,000 shares; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 4,000 shares; 2025Q3: 4,000 shares; 2025Q4: 4,000 shares 4,000 $431K 0.04% 0 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: 3,954 shares; 2024Q4: 3,954 shares; 2025Q1: 3,954 shares; 2025Q2: 3,954 shares; 2025Q3: 3,954 shares; 2025Q4: 3,855 shares 3,855 $429K 0.04% -99 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,303 shares; 2024Q4: 18,623 shares; 2025Q1: 18,890 shares; 2025Q2: 15,629 shares; 2025Q3: 4,387 shares; 2025Q4: 4,319 shares 4,319 $428K 0.04% -68 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: 1,446 shares; 2024Q4: 1,435 shares; 2025Q1: 1,437 shares; 2025Q2: 1,334 shares; 2025Q3: 1,336 shares; 2025Q4: 1,241 shares 1,241 $427K 0.04% -95 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,304 shares; 2024Q4: 1,381 shares; 2025Q1: 1,427 shares; 2025Q2: 1,453 shares; 2025Q3: 1,420 shares; 2025Q4: 1,894 shares 1,894 $423K 0.04% +474 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: 7,561 shares; 2024Q4: 7,390 shares; 2025Q1: 7,081 shares; 2025Q2: 6,008 shares; 2025Q3: 6,008 shares; 2025Q4: 5,408 shares 5,408 $417K 0.04% -600 Timeline CSGP COSTAR GROUP INC More: the full row for COSTAR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,241 shares; 2024Q4: 6,188 shares; 2025Q1: 5,932 shares; 2025Q2: 5,771 shares; 2025Q3: 5,250 shares; 2025Q4: 6,187 shares 6,187 $416K 0.04% +937 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: 6,766 shares; 2024Q4: 3,820 shares; 2025Q1: 3,649 shares; 2025Q2: 3,420 shares; 2025Q3: 3,416 shares; 2025Q4: 4,052 shares 4,052 $410K 0.04% +636 Timeline FTV FORTIVE CORP More: the full row for FORTIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,416 shares 7,416 $409K 0.04% new Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,065 shares; 2024Q4: 10,065 shares; 2025Q1: 9,665 shares; 2025Q2: 9,665 shares; 2025Q3: 9,665 shares; 2025Q4: 8,665 shares 8,665 $406K 0.04% -1,000 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 828 shares 828 $400K 0.04% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,053 shares 1,053 $400K 0.04% new Timeline HELO 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: 5,839 shares; 2025Q3: 5,839 shares; 2025Q4: 6,006 shares 6,006 $399K 0.04% +167 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,963 shares 3,963 $395K 0.04% new Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,154 shares 3,154 $387K 0.04% new 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: 6,892 shares; 2024Q4: 6,892 shares; 2025Q1: 6,892 shares; 2025Q2: 6,088 shares; 2025Q3: 6,088 shares; 2025Q4: 7,025 shares 7,025 $386K 0.04% +937 Timeline XLRE 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,596 shares; 2025Q3: 8,596 shares; 2025Q4: 9,406 shares 9,406 $380K 0.04% +810 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,164 shares 2,164 $379K 0.04% new Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,813 shares; 2024Q4: 89,480 shares; 2025Q1: 68,299 shares; 2025Q2: 69,477 shares; 2025Q3: 16,819 shares; 2025Q4: 16,147 shares 16,147 $376K 0.04% -672 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 981 shares; 2024Q4: 958 shares; 2025Q1: 958 shares; 2025Q2: 888 shares; 2025Q3: 888 shares; 2025Q4: 977 shares 977 $375K 0.04% +89 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,500 shares; 2024Q4: 4,500 shares; 2025Q1: 4,500 shares; 2025Q2: 3,755 shares; 2025Q3: 3,755 shares; 2025Q4: 3,719 shares 3,719 $372K 0.04% -36 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: 1,199 shares; 2024Q4: 1,199 shares; 2025Q1: 1,199 shares; 2025Q2: 1,199 shares; 2025Q3: 1,199 shares; 2025Q4: 1,208 shares 1,208 $369K 0.04% +9 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: 1,700 shares; 2024Q4: 1,700 shares; 2025Q1: 1,700 shares; 2025Q2: 1,700 shares; 2025Q3: 1,700 shares; 2025Q4: 1,700 shares 1,700 $369K 0.04% 0 Timeline APOG APOGEE ENTERPRISES INC More: the full row for APOGEE ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares 10,000 $364K 0.03% 0 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 103,143 shares; 2024Q4: 105,086 shares; 2025Q1: 108,814 shares; 2025Q2: 110,241 shares; 2025Q3: 105,721 shares; 2025Q4: 9,740 shares 9,740 $360K 0.03% -95,981 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 667 shares; 2024Q4: 599 shares; 2025Q1: 597 shares; 2025Q2: 597 shares; 2025Q3: 601 shares; 2025Q4: 791 shares 791 $359K 0.03% +190 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,751 shares 7,751 $357K 0.03% new Timeline BSY BENTLEY SYS INC More: the full row for BENTLEY SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,998 shares 8,998 $343K 0.03% new 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: 2,069 shares; 2024Q4: 2,074 shares; 2025Q1: 2,143 shares; 2025Q2: 1,477 shares; 2025Q3: 1,477 shares; 2025Q4: 1,501 shares 1,501 $343K 0.03% +24 Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,310 shares; 2025Q3: 9,310 shares; 2025Q4: 9,310 shares 9,310 $343K 0.03% 0 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 361 shares; 2025Q4: 361 shares 361 $337K 0.03% 0 Timeline RUNN STRATEGIC TRUST More: the full row for STRATEGIC TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,858 shares; 2024Q4: 10,625 shares; 2025Q1: 28,580 shares; 2025Q2: 11,385 shares; 2025Q3: 11,734 shares; 2025Q4: 9,738 shares 9,738 $325K 0.03% -1,996 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,407 shares 1,407 $319K 0.03% new Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,052 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,655 shares; 2025Q4: 8,629 shares 8,629 $318K 0.03% +1,974 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,937 shares; 2024Q4: 14,759 shares; 2025Q1: 13,953 shares; 2025Q2: 13,049 shares; 2025Q3: 8,975 shares; 2025Q4: 8,749 shares 8,749 $317K 0.03% -226 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: 2,003 shares; 2024Q4: 2,008 shares; 2025Q1: 2,014 shares; 2025Q2: 1,877 shares; 2025Q3: 1,907 shares; 2025Q4: 2,079 shares 2,079 $317K 0.03% +172 Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 151,738 shares; 2024Q4: 93,607 shares; 2025Q1: 71,219 shares; 2025Q2: 40,805 shares; 2025Q3: 32,038 shares; 2025Q4: 31,137 shares 31,137 $315K 0.03% -901 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: 37,596 shares; 2024Q4: 38,612 shares; 2025Q1: 30,762 shares; 2025Q2: 30,804 shares; 2025Q3: 2,170 shares; 2025Q4: 1,985 shares 1,985 $296K 0.03% -185 Timeline ACLX ARCELLX INC More: the full row for ARCELLX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,524 shares 4,524 $295K 0.03% new Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 113,917 shares; 2024Q4: 109,241 shares; 2025Q1: 4,883 shares; 2025Q2: 4,615 shares; 2025Q3: 3,252 shares; 2025Q4: 3,092 shares 3,092 $295K 0.03% -160 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,649 shares; 2025Q3: 1,654 shares; 2025Q4: 1,658 shares 1,658 $294K 0.03% +4 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,088 shares; 2024Q4: 4,056 shares; 2025Q1: 3,890 shares; 2025Q2: 3,652 shares; 2025Q3: 3,649 shares; 2025Q4: 3,654 shares 3,654 $292K 0.03% +5 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 941 shares; 2024Q4: 941 shares; 2025Q1: 941 shares; 2025Q2: 941 shares; 2025Q3: 941 shares; 2025Q4: 941 shares 941 $292K 0.03% 0 Timeline RWL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,520 shares; 2024Q4: 2,520 shares; 2025Q1: 2,520 shares; 2025Q2: 2,520 shares; 2025Q3: 2,520 shares; 2025Q4: 2,520 shares 2,520 $289K 0.03% 0 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,807 shares; 2025Q3: 1,807 shares; 2025Q4: 1,807 shares 1,807 $288K 0.03% 0 Timeline ZLAB ZAI LAB LTD More: the full row for ZAI LAB 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: 10,331 shares; 2025Q2: 14,253 shares; 2025Q3: 16,523 shares; 2025Q4: 16,278 shares 16,278 $287K 0.03% -245 Timeline BNTX BIONTECH SE More: the full row for BIONTECH SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,978 shares 2,978 $284K 0.03% new Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 651 shares; 2025Q3: 737 shares; 2025Q4: 793 shares 793 $283K 0.03% +56 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 293 shares; 2024Q4: 293 shares; 2025Q1: 293 shares; 2025Q2: 238 shares; 2025Q3: 238 shares; 2025Q4: 2,983 shares 2,983 $280K 0.03% +2,745 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: not reported; 2025Q4: 2,424 shares 2,424 $274K 0.03% new Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 945 shares; 2024Q4: 945 shares; 2025Q1: not reported; 2025Q2: 945 shares; 2025Q3: 945 shares; 2025Q4: 1,890 shares 1,890 $272K 0.03% +945 Timeline GXO GXO LOGISTICS INCORPORATED More: the full row for GXO LOGISTICS INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,000 shares; 2024Q4: 5,000 shares; 2025Q1: not reported; 2025Q2: 5,000 shares; 2025Q3: 5,100 shares; 2025Q4: 5,100 shares 5,100 $268K 0.03% 0 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: 3,325 shares; 2024Q4: 3,325 shares; 2025Q1: 3,319 shares; 2025Q2: 2,713 shares; 2025Q3: 2,713 shares; 2025Q4: 2,546 shares 2,546 $268K 0.03% -167 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: 724 shares 724 $268K 0.03% new Timeline AUR AURORA INNOVATION INC More: the full row for AURORA INNOVATION 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: 69,054 shares 69,054 $265K 0.03% new 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: 3,787 shares; 2024Q4: 3,787 shares; 2025Q1: 2,677 shares; 2025Q2: 2,677 shares; 2025Q3: 2,677 shares; 2025Q4: 5,882 shares 5,882 $263K 0.03% +3,205 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: 4,919 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,117 shares; 2025Q3: 5,105 shares; 2025Q4: 5,113 shares 5,113 $260K 0.02% +8 Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,272 shares; 2024Q4: 5,272 shares; 2025Q1: 5,272 shares; 2025Q2: 4,924 shares; 2025Q3: 4,924 shares; 2025Q4: 4,924 shares 4,924 $259K 0.02% 0 Timeline FTRE FORTREA HLDGS INC More: the full row for FORTREA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,000 shares; 2024Q4: 14,000 shares; 2025Q1: 14,000 shares; 2025Q2: 25,000 shares; 2025Q3: 25,000 shares; 2025Q4: 15,000 shares 15,000 $259K 0.02% -10,000 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,636 shares; 2025Q4: 1,796 shares 1,796 $248K 0.02% +160 Timeline NTES NETEASE COM INC More: the full row for NETEASE COM 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: 1,853 shares; 2025Q3: 1,857 shares; 2025Q4: 1,798 shares 1,798 $247K 0.02% -59 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,457 shares; 2025Q1: 1,448 shares; 2025Q2: 1,447 shares; 2025Q3: 1,419 shares; 2025Q4: 1,522 shares 1,522 $246K 0.02% +103 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,201 shares; 2025Q4: 2,083 shares 2,083 $243K 0.02% -118 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: 2,161 shares; 2024Q4: 2,005 shares; 2025Q1: 1,968 shares; 2025Q2: 1,931 shares; 2025Q3: 1,931 shares; 2025Q4: 1,931 shares 1,931 $242K 0.02% 0 Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 663 shares; 2024Q4: 663 shares; 2025Q1: 639 shares; 2025Q2: 607 shares; 2025Q3: 579 shares; 2025Q4: 579 shares 579 $241K 0.02% 0 Timeline BAP CREDICORP LTD More: the full row for CREDICORP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,677 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 852 shares; 2025Q4: 824 shares 824 $236K 0.02% -28 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,471 shares 1,471 $236K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,731 shares; 2025Q4: 2,713 shares 2,713 $229K 0.02% -18 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,891 shares; 2024Q4: 1,891 shares; 2025Q1: 2,183 shares; 2025Q2: 2,163 shares; 2025Q3: 2,213 shares; 2025Q4: 2,213 shares 2,213 $227K 0.02% 0 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,210 shares; 2024Q4: 2,210 shares; 2025Q1: not reported; 2025Q2: 2,110 shares; 2025Q3: 2,110 shares; 2025Q4: 2,110 shares 2,110 $226K 0.02% 0 Timeline SCI SERVICE CORP INTL More: the full row for SERVICE CORP INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,812 shares 2,812 $219K 0.02% new Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,853 shares; 2024Q4: 1,708 shares; 2025Q1: 1,708 shares; 2025Q2: 1,708 shares; 2025Q3: 1,725 shares; 2025Q4: 583 shares 583 $218K 0.02% -1,142 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,822 shares 2,822 $217K 0.02% new Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 640 shares 640 $215K 0.02% new 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: not reported; 2025Q3: not reported; 2025Q4: 1,327 shares 1,327 $213K 0.02% new Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 988 shares 988 $212K 0.02% new Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 835 shares; 2024Q4: 835 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 545 shares; 2025Q4: 545 shares 545 $211K 0.02% 0 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: not reported; 2024Q4: 2,352 shares; 2025Q1: 2,352 shares; 2025Q2: 2,264 shares; 2025Q3: 2,110 shares; 2025Q4: 2,110 shares 2,110 $208K 0.02% 0 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,611 shares; 2025Q1: not reported; 2025Q2: 2,597 shares; 2025Q3: 2,627 shares; 2025Q4: 2,410 shares 2,410 $205K 0.02% -217 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,141 shares 8,141 $202K 0.02% new Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,322 shares 2,322 $200K 0.02% new Timeline CCC CCC INTELLIGENT SOLUTIONS HL More: the full row for CCC INTELLIGENT SOLUTIONS HL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,486 shares; 2024Q4: 12,486 shares; 2025Q1: 12,486 shares; 2025Q2: 12,486 shares; 2025Q3: 15,137 shares; 2025Q4: 15,137 shares 15,137 $120K 0.01% 0 Timeline SNBRQ SLEEP NUMBER CORP More: the full row for SLEEP NUMBER 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: 10,000 shares 10,000 $84.6K 0.01% new Timeline MFG MIZUHO FINANCIAL GROUP INC More: the full row for MIZUHO FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,553 shares; 2024Q4: 26,003 shares; 2025Q1: 26,339 shares; 2025Q2: 21,681 shares; 2025Q3: 10,657 shares; 2025Q4: 10,494 shares 10,494 $76.8K 0.01% -163 Timeline OBE OBSIDIAN ENERGY LTD More: the full row for OBSIDIAN ENERGY LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,000 shares 10,000 $61.3K 0.01% new Timeline