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: 10,986 shares; 2024Q4: 12,407 shares; 2025Q1: 16,820 shares; 2025Q2: 29,017 shares; 2025Q3: 32,767 shares; 2025Q4: 3,610,494 shares 3,610,494 $295M 19.9% +3,577,727 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,000,995 shares; 2024Q4: 3,032,163 shares; 2025Q1: 2,978,491 shares; 2025Q2: 3,131,577 shares; 2025Q3: 3,169,464 shares; 2025Q4: 1,208,677 shares 1,208,677 $70.3M 4.74% -1,960,787 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,599,478 shares; 2024Q4: 1,496,457 shares; 2025Q1: 1,479,625 shares; 2025Q2: 1,535,363 shares; 2025Q3: 1,538,449 shares; 2025Q4: 585,065 shares 585,065 $63.4M 4.27% -953,384 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: 434,232 shares; 2025Q1: 459,655 shares; 2025Q2: 487,821 shares; 2025Q3: 488,607 shares; 2025Q4: 754,863 shares 754,863 $61.1M 4.12% +266,256 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: 154,131 shares; 2024Q4: 155,407 shares; 2025Q1: 159,099 shares; 2025Q2: 162,656 shares; 2025Q3: 190,450 shares; 2025Q4: 201,637 shares 201,637 $52.5M 3.53% +11,187 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 293,853 shares; 2024Q4: 291,094 shares; 2025Q1: 270,954 shares; 2025Q2: 274,237 shares; 2025Q3: 269,495 shares; 2025Q4: 307,968 shares 307,968 $46.8M 3.15% +38,473 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: 518,851 shares; 2024Q4: 542,740 shares; 2025Q1: 511,212 shares; 2025Q2: 532,555 shares; 2025Q3: 563,669 shares; 2025Q4: 720,525 shares 720,525 $46.8M 3.15% +156,856 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 549,568 shares; 2024Q4: 538,402 shares; 2025Q1: 557,911 shares; 2025Q2: 533,882 shares; 2025Q3: 561,347 shares; 2025Q4: 695,282 shares 695,282 $35.2M 2.37% +133,935 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: 94,734 shares; 2024Q4: 94,641 shares; 2025Q1: 93,855 shares; 2025Q2: 93,164 shares; 2025Q3: 92,963 shares; 2025Q4: 107,901 shares 107,901 $32.3M 2.17% +14,938 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: 57,807 shares; 2024Q4: 57,717 shares; 2025Q1: 61,230 shares; 2025Q2: 57,817 shares; 2025Q3: 58,046 shares; 2025Q4: 58,069 shares 58,069 $29M 1.95% +23 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: 535,474 shares; 2024Q4: 548,449 shares; 2025Q1: 534,229 shares; 2025Q2: 539,338 shares; 2025Q3: 559,643 shares; 2025Q4: 591,999 shares 591,999 $27.3M 1.84% +32,356 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: 45,962 shares; 2024Q4: 47,071 shares; 2025Q1: 48,480 shares; 2025Q2: 50,580 shares; 2025Q3: 50,759 shares; 2025Q4: 55,206 shares 55,206 $26.3M 1.77% +4,447 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: 24,250 shares; 2024Q4: 27,275 shares; 2025Q1: 25,089 shares; 2025Q2: 25,040 shares; 2025Q3: 27,254 shares; 2025Q4: 37,910 shares 37,910 $24.2M 1.63% +10,656 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: 65,417 shares; 2024Q4: 65,307 shares; 2025Q1: 65,070 shares; 2025Q2: 65,745 shares; 2025Q3: 66,299 shares; 2025Q4: 70,008 shares 70,008 $22.7M 1.53% +3,709 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: 88,378 shares; 2024Q4: 90,609 shares; 2025Q1: 92,443 shares; 2025Q2: 97,036 shares; 2025Q3: 97,855 shares; 2025Q4: 117,178 shares 117,178 $21.7M 1.46% +19,323 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 274,498 shares; 2024Q4: 278,296 shares; 2025Q1: 239,321 shares; 2025Q2: 239,522 shares; 2025Q3: 253,607 shares; 2025Q4: 260,374 shares 260,374 $19.3M 1.3% +6,767 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: 343,261 shares; 2024Q4: 352,656 shares; 2025Q1: 345,073 shares; 2025Q2: 346,573 shares; 2025Q3: 354,730 shares; 2025Q4: 389,946 shares 389,946 $18.5M 1.24% +35,216 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: 113,495 shares; 2024Q4: 130,303 shares; 2025Q1: 131,332 shares; 2025Q2: 126,074 shares; 2025Q3: 128,088 shares; 2025Q4: 124,120 shares 124,120 $17.8M 1.2% -3,968 Timeline AVRE 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: 274,771 shares; 2024Q4: 288,392 shares; 2025Q1: 304,330 shares; 2025Q2: 326,364 shares; 2025Q3: 478,625 shares; 2025Q4: 388,797 shares 388,797 $17.1M 1.15% -89,828 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: 51,439 shares; 2024Q4: 52,523 shares; 2025Q1: 53,116 shares; 2025Q2: 54,040 shares; 2025Q3: 54,540 shares; 2025Q4: 64,931 shares 64,931 $16M 1.08% +10,391 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: 39,543 shares; 2024Q4: 42,035 shares; 2025Q1: 44,502 shares; 2025Q2: 47,078 shares; 2025Q3: 47,673 shares; 2025Q4: 47,777 shares 47,777 $15.9M 1.07% +104 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: 116,995 shares; 2024Q4: 123,560 shares; 2025Q1: 128,526 shares; 2025Q2: 132,541 shares; 2025Q3: 134,516 shares; 2025Q4: 138,208 shares 138,208 $14.5M 0.98% +3,692 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,339 shares; 2024Q4: 43,388 shares; 2025Q1: 42,439 shares; 2025Q2: 44,044 shares; 2025Q3: 40,597 shares; 2025Q4: 50,012 shares 50,012 $13.6M 0.92% +9,415 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: 19,545 shares; 2024Q4: 18,092 shares; 2025Q1: 18,050 shares; 2025Q2: 18,023 shares; 2025Q3: 17,857 shares; 2025Q4: 18,022 shares 18,022 $12.6M 0.85% +165 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: 50,539 shares; 2024Q4: 48,086 shares; 2025Q1: 46,388 shares; 2025Q2: 48,374 shares; 2025Q3: 55,847 shares; 2025Q4: 62,921 shares 62,921 $12.4M 0.83% +7,074 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 122,273 shares; 2024Q4: 165,149 shares; 2025Q1: 191,260 shares; 2025Q2: 208,783 shares; 2025Q3: 205,899 shares; 2025Q4: 194,125 shares 194,125 $11.4M 0.77% -11,774 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,369 shares; 2024Q4: 20,289 shares; 2025Q1: 21,969 shares; 2025Q2: 22,106 shares; 2025Q3: 23,548 shares; 2025Q4: 33,704 shares 33,704 $11.2M 0.76% +10,156 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 112,031 shares; 2024Q4: 107,849 shares; 2025Q1: 100,299 shares; 2025Q2: 95,751 shares; 2025Q3: 96,334 shares; 2025Q4: 99,281 shares 99,281 $10.7M 0.72% +2,947 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: 13,247 shares; 2024Q4: 12,528 shares; 2025Q1: 11,642 shares; 2025Q2: 11,746 shares; 2025Q3: 14,114 shares; 2025Q4: 14,510 shares 14,510 $10.1M 0.68% +396 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,228 shares; 2024Q4: 65,243 shares; 2025Q1: 68,201 shares; 2025Q2: 68,156 shares; 2025Q3: 67,849 shares; 2025Q4: 77,478 shares 77,478 $8.28M 0.56% +9,629 Timeline YLD PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 534,036 shares; 2024Q4: 542,704 shares; 2025Q1: 512,621 shares; 2025Q2: 518,895 shares; 2025Q3: 539,537 shares; 2025Q4: 433,302 shares 433,302 $8.27M 0.56% -106,235 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: 19,855 shares; 2024Q4: 18,489 shares; 2025Q1: 18,339 shares; 2025Q2: 18,320 shares; 2025Q3: 18,200 shares; 2025Q4: 16,740 shares 16,740 $8.24M 0.56% -1,460 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: 18,242 shares; 2024Q4: 19,004 shares; 2025Q1: 20,251 shares; 2025Q2: 20,998 shares; 2025Q3: 21,060 shares; 2025Q4: 21,667 shares 21,667 $8.12M 0.55% +607 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: 87,759 shares; 2024Q4: 89,560 shares; 2025Q1: 92,098 shares; 2025Q2: 95,698 shares; 2025Q3: 95,937 shares; 2025Q4: 114,363 shares 114,363 $8.06M 0.54% +18,426 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 205,175 shares; 2024Q4: 202,693 shares; 2025Q1: 198,683 shares; 2025Q2: 208,483 shares; 2025Q3: 214,321 shares; 2025Q4: 160,871 shares 160,871 $7.79M 0.52% -53,450 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,719 shares; 2024Q4: 9,018 shares; 2025Q1: 9,454 shares; 2025Q2: 9,561 shares; 2025Q3: 9,783 shares; 2025Q4: 11,446 shares 11,446 $7.35M 0.49% +1,663 Timeline AMJB JPMORGAN CHASE FINL CO LLC More: the full row for JPMORGAN CHASE FINL CO LLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 475,140 shares; 2024Q4: 481,624 shares; 2025Q1: 460,899 shares; 2025Q2: 478,274 shares; 2025Q3: 492,462 shares; 2025Q4: 211,761 shares 211,761 $6.55M 0.44% -280,701 Timeline OSK OSHKOSH CORP More: the full row for OSHKOSH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,948 shares; 2024Q4: 42,230 shares; 2025Q1: 44,253 shares; 2025Q2: 42,894 shares; 2025Q3: 42,731 shares; 2025Q4: 42,601 shares 42,601 $6.38M 0.43% -130 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: 45,330 shares; 2024Q4: 46,072 shares; 2025Q1: 47,583 shares; 2025Q2: 48,167 shares; 2025Q3: 47,860 shares; 2025Q4: 49,948 shares 49,948 $5.89M 0.4% +2,088 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: 9,087 shares; 2024Q4: 9,989 shares; 2025Q1: 11,857 shares; 2025Q2: 12,982 shares; 2025Q3: 13,232 shares; 2025Q4: 16,047 shares 16,047 $5.65M 0.38% +2,815 Timeline VONE VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,135 shares 16,135 $5.09M 0.34% new Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,123 shares; 2024Q4: 4,515 shares; 2025Q1: 5,794 shares; 2025Q2: 6,609 shares; 2025Q3: 7,062 shares; 2025Q4: 8,023 shares 8,023 $5.07M 0.34% +961 Timeline BFC BANK FIRST CORP More: the full row for BANK FIRST CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,673 shares; 2024Q4: 72,699 shares; 2025Q1: 72,827 shares; 2025Q2: 45,225 shares; 2025Q3: 45,225 shares; 2025Q4: 40,765 shares 40,765 $5.02M 0.34% -4,460 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: 43,079 shares; 2024Q4: 41,001 shares; 2025Q1: 42,990 shares; 2025Q2: 43,158 shares; 2025Q3: 42,646 shares; 2025Q4: 35,081 shares 35,081 $4.96M 0.33% -7,565 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,902 shares; 2024Q4: 10,081 shares; 2025Q1: 10,888 shares; 2025Q2: 12,563 shares; 2025Q3: 18,555 shares; 2025Q4: 20,406 shares 20,406 $4.89M 0.33% +1,851 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: 32,768 shares; 2024Q4: 33,004 shares; 2025Q1: 35,160 shares; 2025Q2: 39,533 shares; 2025Q3: 39,468 shares; 2025Q4: 36,484 shares 36,484 $4.55M 0.31% -2,984 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: 36,809 shares; 2024Q4: 34,480 shares; 2025Q1: 36,027 shares; 2025Q2: 35,072 shares; 2025Q3: 34,512 shares; 2025Q4: 36,660 shares 36,660 $4.55M 0.31% +2,148 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: 9,044 shares; 2024Q4: 8,274 shares; 2025Q1: 8,657 shares; 2025Q2: 8,851 shares; 2025Q3: 9,620 shares; 2025Q4: 10,109 shares 10,109 $4.54M 0.31% +489 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: 9,581 shares; 2024Q4: 10,798 shares; 2025Q1: 11,652 shares; 2025Q2: 12,074 shares; 2025Q3: 12,242 shares; 2025Q4: 13,674 shares 13,674 $4.5M 0.3% +1,432 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,032 shares; 2024Q4: 41,159 shares; 2025Q1: 41,399 shares; 2025Q2: 62,778 shares; 2025Q3: 71,087 shares; 2025Q4: 74,685 shares 74,685 $4.47M 0.3% +3,598 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: 25,159 shares; 2024Q4: 25,880 shares; 2025Q1: 24,960 shares; 2025Q2: 24,601 shares; 2025Q3: 24,214 shares; 2025Q4: 27,737 shares 27,737 $4.36M 0.29% +3,523 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,497 shares; 2024Q4: 3,287 shares; 2025Q1: 3,814 shares; 2025Q2: 3,486 shares; 2025Q3: 3,458 shares; 2025Q4: 3,917 shares 3,917 $4.23M 0.29% +459 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: 3,172 shares; 2024Q4: 3,522 shares; 2025Q1: 3,598 shares; 2025Q2: 3,564 shares; 2025Q3: 3,617 shares; 2025Q4: 4,429 shares 4,429 $4.18M 0.28% +812 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: 13,297 shares; 2024Q4: 13,530 shares; 2025Q1: 13,733 shares; 2025Q2: 13,988 shares; 2025Q3: 24,897 shares; 2025Q4: 24,999 shares 24,999 $4.13M 0.28% +102 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: 12,003 shares; 2024Q4: 11,621 shares; 2025Q1: 11,345 shares; 2025Q2: 10,929 shares; 2025Q3: 10,520 shares; 2025Q4: 11,116 shares 11,116 $3.84M 0.26% +596 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: 16,425 shares; 2024Q4: 16,501 shares; 2025Q1: 16,168 shares; 2025Q2: 15,745 shares; 2025Q3: 17,032 shares; 2025Q4: 18,208 shares 18,208 $3.73M 0.25% +1,176 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,220 shares; 2024Q4: 4,299 shares; 2025Q1: 4,874 shares; 2025Q2: 4,678 shares; 2025Q3: 4,821 shares; 2025Q4: 6,519 shares 6,519 $3.69M 0.25% +1,698 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 118,405 shares; 2024Q4: 118,009 shares; 2025Q1: 115,173 shares; 2025Q2: 111,409 shares; 2025Q3: 110,718 shares; 2025Q4: 89,230 shares 89,230 $3.63M 0.24% -21,488 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: 3,768 shares; 2024Q4: 4,237 shares; 2025Q1: 4,267 shares; 2025Q2: 10,448 shares; 2025Q3: 10,785 shares; 2025Q4: 10,470 shares 10,470 $3.59M 0.24% -315 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: 3,892 shares; 2024Q4: 3,867 shares; 2025Q1: 3,886 shares; 2025Q2: 4,892 shares; 2025Q3: 4,937 shares; 2025Q4: 5,691 shares 5,691 $3.58M 0.24% +754 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: 11,983 shares; 2024Q4: 11,008 shares; 2025Q1: 13,214 shares; 2025Q2: 14,704 shares; 2025Q3: 14,847 shares; 2025Q4: 16,128 shares 16,128 $3.38M 0.23% +1,281 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: 32,472 shares; 2024Q4: 33,099 shares; 2025Q1: 33,939 shares; 2025Q2: 34,118 shares; 2025Q3: 34,772 shares; 2025Q4: 34,538 shares 34,538 $3.28M 0.22% -234 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: 19,713 shares; 2024Q4: 21,731 shares; 2025Q1: 22,791 shares; 2025Q2: 37,929 shares; 2025Q3: 37,951 shares; 2025Q4: 44,183 shares 44,183 $3.27M 0.22% +6,232 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 41,583 shares; 2025Q1: 50,298 shares; 2025Q2: 58,085 shares; 2025Q3: 61,366 shares; 2025Q4: 63,476 shares 63,476 $3.13M 0.21% +2,110 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,539 shares; 2024Q4: 9,368 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,217 shares 15,217 $2.95M 0.2% new Timeline CWI SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 73,730 shares 73,730 $2.76M 0.19% new Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,324 shares; 2024Q4: 76,609 shares; 2025Q1: 70,095 shares; 2025Q2: 63,213 shares; 2025Q3: 63,756 shares; 2025Q4: 58,053 shares 58,053 $2.68M 0.18% -5,703 Timeline ASB ASSOCIATED BANC-CORP More: the full row for ASSOCIATED BANC-CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,819 shares; 2024Q4: 98,368 shares; 2025Q1: 98,302 shares; 2025Q2: 100,421 shares; 2025Q3: 100,421 shares; 2025Q4: 100,421 shares 100,421 $2.61M 0.18% 0 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,119 shares; 2024Q4: 7,724 shares; 2025Q1: 7,611 shares; 2025Q2: 7,122 shares; 2025Q3: 7,326 shares; 2025Q4: 8,412 shares 8,412 $2.58M 0.17% +1,086 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: 20,155 shares; 2024Q4: 21,174 shares; 2025Q1: 21,958 shares; 2025Q2: 24,049 shares; 2025Q3: 23,445 shares; 2025Q4: 25,183 shares 25,183 $2.57M 0.17% +1,738 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,782 shares; 2024Q4: 11,522 shares; 2025Q1: 11,506 shares; 2025Q2: 10,908 shares; 2025Q3: 11,407 shares; 2025Q4: 11,357 shares 11,357 $2.56M 0.17% -50 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: 9,081 shares; 2024Q4: 8,702 shares; 2025Q1: 7,682 shares; 2025Q2: 20,366 shares; 2025Q3: 20,367 shares; 2025Q4: 20,367 shares 20,367 $2.55M 0.17% 0 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,467 shares; 2024Q4: 11,997 shares; 2025Q1: 12,075 shares; 2025Q2: 12,581 shares; 2025Q3: 12,639 shares; 2025Q4: 15,985 shares 15,985 $2.5M 0.17% +3,346 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: 3,767 shares; 2024Q4: 3,930 shares; 2025Q1: 4,803 shares; 2025Q2: 5,501 shares; 2025Q3: 6,416 shares; 2025Q4: 5,113 shares 5,113 $2.44M 0.16% -1,303 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,644 shares; 2024Q4: 6,304 shares; 2025Q1: 7,817 shares; 2025Q2: 8,943 shares; 2025Q3: 9,412 shares; 2025Q4: 11,742 shares 11,742 $2.44M 0.16% +2,330 Timeline SPTM 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: 28,149 shares; 2024Q4: 24,416 shares; 2025Q1: 21,930 shares; 2025Q2: 21,237 shares; 2025Q3: 19,871 shares; 2025Q4: 28,587 shares 28,587 $2.41M 0.16% +8,716 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: 11,222 shares; 2024Q4: 11,486 shares; 2025Q1: 11,570 shares; 2025Q2: 11,452 shares; 2025Q3: 11,285 shares; 2025Q4: 10,869 shares 10,869 $2.39M 0.16% -416 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: 8,188 shares; 2024Q4: 7,766 shares; 2025Q1: 7,666 shares; 2025Q2: 7,539 shares; 2025Q3: 7,476 shares; 2025Q4: 7,313 shares 7,313 $2.28M 0.15% -163 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: 14,344 shares; 2024Q4: 15,406 shares; 2025Q1: 17,116 shares; 2025Q2: 16,572 shares; 2025Q3: 17,129 shares; 2025Q4: 19,320 shares 19,320 $2.18M 0.15% +2,191 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,574 shares; 2024Q4: 5,487 shares; 2025Q1: 8,109 shares; 2025Q2: 6,101 shares; 2025Q3: 6,102 shares; 2025Q4: 15,203 shares 15,203 $2.15M 0.14% +9,101 Timeline GLIX LAZARD ACTIVE ETF TR More: the full row for LAZARD ACTIVE 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: 84,500 shares 84,500 $2.12M 0.14% new Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,382 shares; 2024Q4: 5,524 shares; 2025Q1: 4,194 shares; 2025Q2: 4,303 shares; 2025Q3: 4,329 shares; 2025Q4: 7,088 shares 7,088 $2.08M 0.14% +2,759 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,344 shares; 2024Q4: 7,343 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,340 shares 7,340 $2.06M 0.14% new Timeline SCZ 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: 23,215 shares; 2024Q4: 24,520 shares; 2025Q1: 23,638 shares; 2025Q2: 23,194 shares; 2025Q3: 22,780 shares; 2025Q4: 25,347 shares 25,347 $2.04M 0.14% +2,567 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: 5,241 shares; 2024Q4: 5,669 shares; 2025Q1: 5,915 shares; 2025Q2: 5,467 shares; 2025Q3: 5,543 shares; 2025Q4: 5,611 shares 5,611 $1.93M 0.13% +68 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: 9,452 shares; 2024Q4: 10,800 shares; 2025Q1: 10,147 shares; 2025Q2: 11,855 shares; 2025Q3: 12,099 shares; 2025Q4: 11,738 shares 11,738 $1.91M 0.13% -361 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: 30,782 shares; 2024Q4: 31,984 shares; 2025Q1: 31,586 shares; 2025Q2: 34,568 shares; 2025Q3: 34,519 shares; 2025Q4: 34,401 shares 34,401 $1.9M 0.13% -118 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: 5,026 shares; 2024Q4: 5,452 shares; 2025Q1: 5,621 shares; 2025Q2: 5,317 shares; 2025Q3: 5,320 shares; 2025Q4: 7,237 shares 7,237 $1.88M 0.13% +1,917 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,176 shares; 2024Q4: 4,238 shares; 2025Q1: 4,457 shares; 2025Q2: 4,184 shares; 2025Q3: 4,073 shares; 2025Q4: 5,107 shares 5,107 $1.84M 0.12% +1,034 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,149 shares; 2025Q1: 3,277 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,293 shares 5,293 $1.82M 0.12% new Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,956 shares; 2024Q4: 3,840 shares; 2025Q1: 4,130 shares; 2025Q2: 3,830 shares; 2025Q3: 4,119 shares; 2025Q4: 4,112 shares 4,112 $1.71M 0.12% -7 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: 4,168 shares; 2024Q4: 4,099 shares; 2025Q1: 4,323 shares; 2025Q2: 9,043 shares; 2025Q3: 10,426 shares; 2025Q4: 14,398 shares 14,398 $1.69M 0.11% +3,972 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,104 shares; 2024Q4: 17,138 shares; 2025Q1: 15,939 shares; 2025Q2: 17,618 shares; 2025Q3: 17,693 shares; 2025Q4: 20,223 shares 20,223 $1.64M 0.11% +2,530 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: 10,464 shares; 2024Q4: 10,851 shares; 2025Q1: 10,588 shares; 2025Q2: 11,056 shares; 2025Q3: 10,581 shares; 2025Q4: 7,835 shares 7,835 $1.63M 0.11% -2,746 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,247 shares; 2024Q4: 2,152 shares; 2025Q1: 2,161 shares; 2025Q2: 7,520 shares; 2025Q3: 7,520 shares; 2025Q4: 7,520 shares 7,520 $1.63M 0.11% 0 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,376 shares; 2024Q4: 1,468 shares; 2025Q1: 1,515 shares; 2025Q2: 1,680 shares; 2025Q3: 1,717 shares; 2025Q4: 18,144 shares 18,144 $1.62M 0.11% +16,427 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: 4,409 shares; 2024Q4: 4,821 shares; 2025Q1: 4,975 shares; 2025Q2: 5,346 shares; 2025Q3: 5,338 shares; 2025Q4: 4,998 shares 4,998 $1.62M 0.11% -340 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,169 shares; 2024Q4: 14,715 shares; 2025Q1: 16,475 shares; 2025Q2: 14,075 shares; 2025Q3: 26,534 shares; 2025Q4: 27,540 shares 27,540 $1.61M 0.11% +1,006 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,647 shares; 2024Q4: 2,849 shares; 2025Q1: 3,001 shares; 2025Q2: 3,205 shares; 2025Q3: 3,193 shares; 2025Q4: 4,659 shares 4,659 $1.59M 0.11% +1,466 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,626 shares; 2024Q4: 2,190 shares; 2025Q1: 2,367 shares; 2025Q2: 6,999 shares; 2025Q3: 7,047 shares; 2025Q4: 6,584 shares 6,584 $1.54M 0.1% -463 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,598 shares; 2024Q4: 4,777 shares; 2025Q1: 4,600 shares; 2025Q2: 5,028 shares; 2025Q3: 4,651 shares; 2025Q4: 5,299 shares 5,299 $1.53M 0.1% +648 Timeline TFI 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: 7,281 shares; 2024Q4: 6,543 shares; 2025Q1: 34,590 shares; 2025Q2: 33,512 shares; 2025Q3: 33,516 shares; 2025Q4: 31,802 shares 31,802 $1.46M 0.1% -1,714 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,220 shares; 2024Q4: 2,117 shares; 2025Q1: 2,112 shares; 2025Q2: 2,403 shares; 2025Q3: 2,569 shares; 2025Q4: 2,329 shares 2,329 $1.43M 0.1% -240 Timeline RBC RBC BEARINGS INC More: the full row for RBC BEARINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,413 shares; 2024Q4: 2,656 shares; 2025Q1: 2,784 shares; 2025Q2: 2,784 shares; 2025Q3: 2,937 shares; 2025Q4: 2,910 shares 2,910 $1.42M 0.1% -27 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,060 shares; 2024Q4: 4,793 shares; 2025Q1: 4,409 shares; 2025Q2: 4,628 shares; 2025Q3: 4,749 shares; 2025Q4: 7,511 shares 7,511 $1.42M 0.1% +2,762 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: 7,594 shares; 2024Q4: 7,758 shares; 2025Q1: 7,325 shares; 2025Q2: 7,428 shares; 2025Q3: 7,479 shares; 2025Q4: 7,600 shares 7,600 $1.42M 0.1% +121 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: 13,856 shares; 2024Q4: 14,218 shares; 2025Q1: 12,191 shares; 2025Q2: 13,125 shares; 2025Q3: 11,717 shares; 2025Q4: 12,786 shares 12,786 $1.4M 0.09% +1,069 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,468 shares; 2024Q4: 7,573 shares; 2025Q1: 12,341 shares; 2025Q2: 14,157 shares; 2025Q3: 14,153 shares; 2025Q4: 17,352 shares 17,352 $1.39M 0.09% +3,199 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: 9,733 shares; 2024Q4: 12,648 shares; 2025Q1: 9,593 shares; 2025Q2: 7,793 shares; 2025Q3: 8,039 shares; 2025Q4: 7,734 shares 7,734 $1.39M 0.09% -305 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: 7,238 shares; 2024Q4: 7,406 shares; 2025Q1: 6,923 shares; 2025Q2: 6,627 shares; 2025Q3: 6,876 shares; 2025Q4: 8,184 shares 8,184 $1.36M 0.09% +1,308 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: 3,089 shares; 2024Q4: 3,175 shares; 2025Q1: 3,153 shares; 2025Q2: 3,244 shares; 2025Q3: 2,785 shares; 2025Q4: 2,752 shares 2,752 $1.35M 0.09% -33 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: 6,405 shares; 2024Q4: 6,350 shares; 2025Q1: 5,234 shares; 2025Q2: 4,088 shares; 2025Q3: 3,997 shares; 2025Q4: 3,893 shares 3,893 $1.33M 0.09% -104 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,446 shares; 2024Q4: 3,673 shares; 2025Q1: 3,311 shares; 2025Q2: 3,424 shares; 2025Q3: 3,620 shares; 2025Q4: 4,838 shares 4,838 $1.31M 0.09% +1,218 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,466 shares; 2024Q4: 37,343 shares; 2025Q1: 33,498 shares; 2025Q2: 31,129 shares; 2025Q3: 30,696 shares; 2025Q4: 21,482 shares 21,482 $1.3M 0.09% -9,214 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,547 shares; 2024Q4: 6,270 shares; 2025Q1: 5,922 shares; 2025Q2: 7,172 shares; 2025Q3: 7,177 shares; 2025Q4: 5,961 shares 5,961 $1.3M 0.09% -1,216 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,390 shares; 2024Q4: 5,273 shares; 2025Q1: 4,822 shares; 2025Q2: 4,682 shares; 2025Q3: 4,678 shares; 2025Q4: 4,473 shares 4,473 $1.28M 0.09% -205 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,155 shares; 2024Q4: 5,090 shares; 2025Q1: 4,556 shares; 2025Q2: 5,448 shares; 2025Q3: 5,912 shares; 2025Q4: 6,105 shares 6,105 $1.27M 0.09% +193 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,498 shares; 2024Q4: 32,235 shares; 2025Q1: 38,645 shares; 2025Q2: 42,802 shares; 2025Q3: 42,537 shares; 2025Q4: 49,120 shares 49,120 $1.24M 0.08% +6,583 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: 13,215 shares; 2024Q4: 11,677 shares; 2025Q1: 14,284 shares; 2025Q2: 15,097 shares; 2025Q3: 15,167 shares; 2025Q4: 24,429 shares 24,429 $1.23M 0.08% +9,262 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,245 shares; 2024Q4: 15,086 shares; 2025Q1: 19,922 shares; 2025Q2: 22,714 shares; 2025Q3: 20,015 shares; 2025Q4: 26,954 shares 26,954 $1.22M 0.08% +6,939 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 241 shares; 2024Q4: 236 shares; 2025Q1: 238 shares; 2025Q2: 222 shares; 2025Q3: 223 shares; 2025Q4: 225 shares 225 $1.21M 0.08% +2 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,528 shares; 2024Q4: 7,582 shares; 2025Q1: 7,212 shares; 2025Q2: 7,155 shares; 2025Q3: 6,620 shares; 2025Q4: 6,611 shares 6,611 $1.16M 0.08% -9 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: 798 shares; 2024Q4: 873 shares; 2025Q1: 945 shares; 2025Q2: 1,278 shares; 2025Q3: 1,292 shares; 2025Q4: 1,822 shares 1,822 $1.16M 0.08% +530 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,891 shares; 2025Q3: 3,592 shares; 2025Q4: 6,863 shares 6,863 $1.15M 0.08% +3,271 Timeline AOA 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: 12,385 shares; 2024Q4: 12,010 shares; 2025Q1: 12,997 shares; 2025Q2: 12,525 shares; 2025Q3: 12,522 shares; 2025Q4: 12,561 shares 12,561 $1.15M 0.08% +39 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,700 shares; 2024Q4: 5,440 shares; 2025Q1: 4,963 shares; 2025Q2: 3,643 shares; 2025Q3: 5,915 shares; 2025Q4: 7,779 shares 7,779 $1.15M 0.08% +1,864 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,309 shares; 2024Q4: 5,350 shares; 2025Q1: 6,135 shares; 2025Q2: 16,052 shares; 2025Q3: 16,110 shares; 2025Q4: 16,048 shares 16,048 $1.14M 0.08% -62 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: 5,088 shares; 2024Q4: 4,849 shares; 2025Q1: 5,832 shares; 2025Q2: 6,224 shares; 2025Q3: 6,153 shares; 2025Q4: 6,542 shares 6,542 $1.12M 0.08% +389 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 975 shares; 2024Q4: 1,040 shares; 2025Q1: 992 shares; 2025Q2: 1,223 shares; 2025Q3: 1,296 shares; 2025Q4: 1,137 shares 1,137 $1.1M 0.07% -159 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,634 shares; 2024Q4: 16,804 shares; 2025Q1: 16,933 shares; 2025Q2: 17,136 shares; 2025Q3: 18,168 shares; 2025Q4: 18,012 shares 18,012 $1.1M 0.07% -156 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,485 shares; 2025Q1: 5,947 shares; 2025Q2: 5,891 shares; 2025Q3: 5,983 shares; 2025Q4: 4,954 shares 4,954 $1.09M 0.07% -1,029 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,314 shares; 2024Q4: 3,377 shares; 2025Q1: 3,215 shares; 2025Q2: 3,470 shares; 2025Q3: 3,850 shares; 2025Q4: 7,442 shares 7,442 $1.08M 0.07% +3,592 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,289 shares; 2024Q4: 7,507 shares; 2025Q1: 7,300 shares; 2025Q2: 7,192 shares; 2025Q3: 7,237 shares; 2025Q4: 7,610 shares 7,610 $1.06M 0.07% +373 Timeline AVDE 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: 12,392 shares 12,392 $1.06M 0.07% new Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,745 shares; 2024Q4: 2,975 shares; 2025Q1: 3,378 shares; 2025Q2: 3,296 shares; 2025Q3: 3,311 shares; 2025Q4: 3,412 shares 3,412 $1.05M 0.07% +101 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,366 shares; 2024Q4: 2,416 shares; 2025Q1: 2,222 shares; 2025Q2: 1,517 shares; 2025Q3: 1,587 shares; 2025Q4: 1,637 shares 1,637 $1.03M 0.07% +50 Timeline EXLS EXLSERVICE HLDGS INC More: the full row for EXLSERVICE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,774 shares; 2024Q4: 24,122 shares; 2025Q1: 23,359 shares; 2025Q2: 23,410 shares; 2025Q3: 25,290 shares; 2025Q4: 24,419 shares 24,419 $1.03M 0.07% -871 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,777 shares; 2024Q4: 7,326 shares; 2025Q1: 4,651 shares; 2025Q2: 4,408 shares; 2025Q3: 9,290 shares; 2025Q4: 10,154 shares 10,154 $1.01M 0.07% +864 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,967 shares; 2024Q4: 15,430 shares; 2025Q1: 16,720 shares; 2025Q2: 15,779 shares; 2025Q3: 15,182 shares; 2025Q4: 18,088 shares 18,088 $1.01M 0.07% +2,906 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,363 shares; 2024Q4: 8,851 shares; 2025Q1: 9,748 shares; 2025Q2: 10,312 shares; 2025Q3: 10,257 shares; 2025Q4: 10,352 shares 10,352 $989K 0.07% +95 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,885 shares; 2024Q4: 14,373 shares; 2025Q1: 16,488 shares; 2025Q2: 18,514 shares; 2025Q3: 18,711 shares; 2025Q4: 17,762 shares 17,762 $975K 0.07% -949 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: not reported; 2024Q4: 1,725 shares; 2025Q1: 2,139 shares; 2025Q2: 5,093 shares; 2025Q3: 5,047 shares; 2025Q4: 7,180 shares 7,180 $962K 0.06% +2,133 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,863 shares; 2024Q4: 13,291 shares; 2025Q1: 11,453 shares; 2025Q2: 10,842 shares; 2025Q3: 10,854 shares; 2025Q4: 10,698 shares 10,698 $958K 0.06% -156 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: 2,792 shares; 2024Q4: 2,936 shares; 2025Q1: 3,421 shares; 2025Q2: 3,908 shares; 2025Q3: 4,158 shares; 2025Q4: 4,164 shares 4,164 $956K 0.06% +6 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,346 shares; 2024Q4: 7,724 shares; 2025Q1: 9,699 shares; 2025Q2: 23,080 shares; 2025Q3: 23,230 shares; 2025Q4: 10,308 shares 10,308 $955K 0.06% -12,922 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,490 shares; 2024Q4: 4,913 shares; 2025Q1: 5,610 shares; 2025Q2: 5,056 shares; 2025Q3: 4,356 shares; 2025Q4: 4,366 shares 4,366 $945K 0.06% +10 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: 722 shares; 2024Q4: 432 shares; 2025Q1: 587 shares; 2025Q2: 778 shares; 2025Q3: 753 shares; 2025Q4: 736 shares 736 $943K 0.06% -17 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: 2,759 shares; 2024Q4: 3,026 shares; 2025Q1: 3,560 shares; 2025Q2: 3,585 shares; 2025Q3: 3,374 shares; 2025Q4: 5,999 shares 5,999 $941K 0.06% +2,625 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,014 shares; 2024Q4: 1,109 shares; 2025Q1: 1,234 shares; 2025Q2: 1,446 shares; 2025Q3: 1,462 shares; 2025Q4: 6,582 shares 6,582 $939K 0.06% +5,120 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: 1,778 shares; 2024Q4: 4,341 shares; 2025Q1: 5,172 shares; 2025Q2: 1,312 shares; 2025Q3: 1,282 shares; 2025Q4: 2,450 shares 2,450 $934K 0.06% +1,168 Timeline PLXS PLEXUS CORP More: the full row for PLEXUS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,597 shares; 2024Q4: 5,660 shares; 2025Q1: 5,660 shares; 2025Q2: 5,819 shares; 2025Q3: 5,872 shares; 2025Q4: 5,747 shares 5,747 $922K 0.06% -125 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: 13,062 shares; 2024Q4: 12,891 shares; 2025Q1: 10,978 shares; 2025Q2: 10,877 shares; 2025Q3: 10,064 shares; 2025Q4: 15,461 shares 15,461 $908K 0.06% +5,397 Timeline VXF 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: 4,134 shares 4,134 $906K 0.06% new 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: 2,080 shares; 2024Q4: 1,875 shares; 2025Q1: 3,083 shares; 2025Q2: 3,700 shares; 2025Q3: 3,926 shares; 2025Q4: 4,455 shares 4,455 $903K 0.06% +529 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,819 shares; 2024Q4: 8,569 shares; 2025Q1: 8,519 shares; 2025Q2: 8,519 shares; 2025Q3: 9,561 shares; 2025Q4: 11,571 shares 11,571 $894K 0.06% +2,010 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: not reported; 2024Q4: not reported; 2025Q1: 11,417 shares; 2025Q2: 11,437 shares; 2025Q3: 11,487 shares; 2025Q4: 11,527 shares 11,527 $893K 0.06% +40 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: 7,181 shares; 2024Q4: 7,413 shares; 2025Q1: 8,140 shares; 2025Q2: 9,641 shares; 2025Q3: 10,067 shares; 2025Q4: 12,044 shares 12,044 $891K 0.06% +1,977 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,874 shares; 2024Q4: 26,738 shares; 2025Q1: 34,213 shares; 2025Q2: 31,667 shares; 2025Q3: 27,795 shares; 2025Q4: 28,164 shares 28,164 $891K 0.06% +369 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: 5,485 shares; 2024Q4: 5,874 shares; 2025Q1: 5,937 shares; 2025Q2: 5,154 shares; 2025Q3: 5,013 shares; 2025Q4: 6,130 shares 6,130 $890K 0.06% +1,117 Timeline WMS ADVANCED DRAIN SYS INC DEL More: the full row for ADVANCED DRAIN SYS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,867 shares; 2024Q4: 4,024 shares; 2025Q1: 4,191 shares; 2025Q2: 5,175 shares; 2025Q3: 5,682 shares; 2025Q4: 5,570 shares 5,570 $873K 0.06% -112 Timeline GMED GLOBUS MED INC More: the full row for GLOBUS MED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,209 shares; 2024Q4: 8,384 shares; 2025Q1: 10,536 shares; 2025Q2: 11,205 shares; 2025Q3: 10,040 shares; 2025Q4: 9,520 shares 9,520 $873K 0.06% -520 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,063 shares; 2024Q4: 2,481 shares; 2025Q1: 2,270 shares; 2025Q2: 2,524 shares; 2025Q3: 2,478 shares; 2025Q4: 3,102 shares 3,102 $871K 0.06% +624 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: 3,802 shares; 2024Q4: 3,823 shares; 2025Q1: 3,702 shares; 2025Q2: 3,445 shares; 2025Q3: 3,669 shares; 2025Q4: 8,912 shares 8,912 $864K 0.06% +5,243 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: 1,658 shares; 2024Q4: 1,743 shares; 2025Q1: 1,737 shares; 2025Q2: 2,519 shares; 2025Q3: 2,393 shares; 2025Q4: 2,400 shares 2,400 $863K 0.06% +7 Timeline BURL BURLINGTON STORES INC More: the full row for BURLINGTON STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,462 shares; 2024Q4: 2,663 shares; 2025Q1: 2,717 shares; 2025Q2: 2,733 shares; 2025Q3: 2,902 shares; 2025Q4: 2,824 shares 2,824 $853K 0.06% -78 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: 476 shares; 2024Q4: 467 shares; 2025Q1: 534 shares; 2025Q2: 593 shares; 2025Q3: 525 shares; 2025Q4: 876 shares 876 $832K 0.06% +351 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: 1,200 shares; 2024Q4: 1,300 shares; 2025Q1: 1,286 shares; 2025Q2: 941 shares; 2025Q3: 1,052 shares; 2025Q4: 1,325 shares 1,325 $831K 0.06% +273 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,958 shares; 2024Q4: 1,905 shares; 2025Q1: 1,669 shares; 2025Q2: 1,799 shares; 2025Q3: 2,386 shares; 2025Q4: 2,551 shares 2,551 $818K 0.06% +165 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: 2,472 shares; 2024Q4: 2,388 shares; 2025Q1: 2,225 shares; 2025Q2: 2,610 shares; 2025Q3: 2,615 shares; 2025Q4: 2,242 shares 2,242 $810K 0.05% -373 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,727 shares; 2024Q4: 5,727 shares; 2025Q1: 5,845 shares; 2025Q2: 5,734 shares; 2025Q3: 7,609 shares; 2025Q4: 10,088 shares 10,088 $792K 0.05% +2,479 Timeline BCPC BALCHEM CORP More: the full row for BALCHEM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,662 shares; 2024Q4: 4,139 shares; 2025Q1: 4,360 shares; 2025Q2: 4,623 shares; 2025Q3: 5,070 shares; 2025Q4: 4,969 shares 4,969 $791K 0.05% -101 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,649 shares; 2024Q4: 7,650 shares; 2025Q1: 8,030 shares; 2025Q2: 7,966 shares; 2025Q3: 8,551 shares; 2025Q4: 7,951 shares 7,951 $781K 0.05% -600 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: 49,156 shares; 2024Q4: 41,887 shares; 2025Q1: 40,985 shares; 2025Q2: 33,846 shares; 2025Q3: 33,704 shares; 2025Q4: 32,843 shares 32,843 $780K 0.05% -861 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,068 shares; 2024Q4: 1,039 shares; 2025Q1: 1,034 shares; 2025Q2: 1,318 shares; 2025Q3: 1,385 shares; 2025Q4: 1,408 shares 1,408 $776K 0.05% +23 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,959 shares; 2025Q3: 3,254 shares; 2025Q4: 5,606 shares 5,606 $750K 0.05% +2,352 Timeline SPAB 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: 39,973 shares; 2024Q4: 37,650 shares; 2025Q1: 35,321 shares; 2025Q2: 31,858 shares; 2025Q3: 29,352 shares; 2025Q4: 28,473 shares 28,473 $735K 0.05% -879 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,898 shares; 2024Q4: 1,790 shares; 2025Q1: 1,875 shares; 2025Q2: 2,513 shares; 2025Q3: 2,613 shares; 2025Q4: 3,071 shares 3,071 $734K 0.05% +458 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,796 shares; 2024Q4: 5,852 shares; 2025Q1: 5,534 shares; 2025Q2: 6,989 shares; 2025Q3: 7,015 shares; 2025Q4: 6,928 shares 6,928 $731K 0.05% -87 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: 1,025 shares; 2025Q1: 1,051 shares; 2025Q2: 856 shares; 2025Q3: 851 shares; 2025Q4: 668 shares 668 $728K 0.05% -183 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,848 shares; 2024Q4: not reported; 2025Q1: 2,408 shares; 2025Q2: 2,838 shares; 2025Q3: 2,803 shares; 2025Q4: 3,915 shares 3,915 $727K 0.05% +1,112 Timeline AAON AAON INC More: the full row for AAON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,916 shares; 2024Q4: 8,409 shares; 2025Q1: 9,077 shares; 2025Q2: 9,163 shares; 2025Q3: 9,377 shares; 2025Q4: 8,509 shares 8,509 $726K 0.05% -868 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,540 shares; 2024Q4: 7,555 shares; 2025Q1: 7,146 shares; 2025Q2: 5,256 shares; 2025Q3: 5,256 shares; 2025Q4: 5,401 shares 5,401 $723K 0.05% +145 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: 12,136 shares; 2024Q4: 8,447 shares; 2025Q1: 7,419 shares; 2025Q2: 8,362 shares; 2025Q3: 8,755 shares; 2025Q4: 12,805 shares 12,805 $721K 0.05% +4,050 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,003 shares; 2024Q4: 18,070 shares; 2025Q1: 13,631 shares; 2025Q2: 11,258 shares; 2025Q3: 10,342 shares; 2025Q4: 12,605 shares 12,605 $721K 0.05% +2,263 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,657 shares; 2024Q4: 9,041 shares; 2025Q1: 14,401 shares; 2025Q2: 15,518 shares; 2025Q3: 16,909 shares; 2025Q4: 13,008 shares 13,008 $720K 0.05% -3,901 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,929 shares; 2024Q4: 3,293 shares; 2025Q1: 3,204 shares; 2025Q2: 2,921 shares; 2025Q3: 3,587 shares; 2025Q4: 3,868 shares 3,868 $718K 0.05% +281 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: 16,253 shares; 2024Q4: 14,646 shares; 2025Q1: 18,748 shares; 2025Q2: 19,121 shares; 2025Q3: 19,603 shares; 2025Q4: 17,942 shares 17,942 $715K 0.05% -1,661 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,024 shares; 2024Q4: 1,069 shares; 2025Q1: 1,144 shares; 2025Q2: 1,180 shares; 2025Q3: 1,194 shares; 2025Q4: 1,233 shares 1,233 $706K 0.05% +39 Timeline ROAD CONSTRUCTION PARTNERS INC More: the full row for CONSTRUCTION PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,091 shares; 2024Q4: 2,747 shares; 2025Q1: 3,035 shares; 2025Q2: 2,406 shares; 2025Q3: 2,033 shares; 2025Q4: 5,962 shares 5,962 $698K 0.05% +3,929 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 899 shares; 2024Q4: 929 shares; 2025Q1: 1,552 shares; 2025Q2: 1,824 shares; 2025Q3: 1,866 shares; 2025Q4: 2,044 shares 2,044 $686K 0.05% +178 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: 1,690 shares; 2024Q4: 1,853 shares; 2025Q1: 1,914 shares; 2025Q2: 2,007 shares; 2025Q3: 2,120 shares; 2025Q4: 1,510 shares 1,510 $674K 0.05% -610 Timeline OLLI OLLIES BARGAIN OUTLET HLDGS More: the full row for OLLIES BARGAIN OUTLET HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,510 shares; 2024Q4: 5,025 shares; 2025Q1: 5,284 shares; 2025Q2: 5,298 shares; 2025Q3: 5,668 shares; 2025Q4: 5,592 shares 5,592 $668K 0.05% -76 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,029 shares; 2025Q1: 1,782 shares; 2025Q2: 2,054 shares; 2025Q3: 2,628 shares; 2025Q4: 2,554 shares 2,554 $668K 0.04% -74 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,088 shares; 2024Q4: 7,345 shares; 2025Q1: 9,400 shares; 2025Q2: 11,816 shares; 2025Q3: 12,383 shares; 2025Q4: 10,147 shares 10,147 $666K 0.04% -2,236 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,458 shares; 2024Q4: 1,777 shares; 2025Q1: 1,968 shares; 2025Q2: 2,039 shares; 2025Q3: 2,045 shares; 2025Q4: 2,002 shares 2,002 $652K 0.04% -43 Timeline GUNR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,746 shares; 2024Q4: 105,642 shares; 2025Q1: 94,137 shares; 2025Q2: 19,300 shares; 2025Q3: 15,554 shares; 2025Q4: 13,545 shares 13,545 $648K 0.04% -2,009 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,648 shares; 2024Q4: 17,955 shares; 2025Q1: 14,225 shares; 2025Q2: 13,237 shares; 2025Q3: 10,380 shares; 2025Q4: 9,254 shares 9,254 $644K 0.04% -1,126 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: 985 shares; 2024Q4: 1,023 shares; 2025Q1: 1,031 shares; 2025Q2: 973 shares; 2025Q3: 995 shares; 2025Q4: 996 shares 996 $637K 0.04% +1 Timeline RGEN REPLIGEN CORP More: the full row for REPLIGEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,254 shares; 2024Q4: 3,262 shares; 2025Q1: 3,607 shares; 2025Q2: 4,680 shares; 2025Q3: 5,178 shares; 2025Q4: 3,770 shares 3,770 $635K 0.04% -1,408 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: 2,684 shares; 2024Q4: 2,565 shares; 2025Q1: 2,910 shares; 2025Q2: 4,080 shares; 2025Q3: 3,723 shares; 2025Q4: 3,333 shares 3,333 $630K 0.04% -390 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: not reported; 2024Q4: not reported; 2025Q1: 1,424 shares; 2025Q2: 1,887 shares; 2025Q3: 1,892 shares; 2025Q4: 1,890 shares 1,890 $627K 0.04% -2 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 834 shares; 2024Q4: 844 shares; 2025Q1: 1,060 shares; 2025Q2: 1,080 shares; 2025Q3: 1,084 shares; 2025Q4: 1,101 shares 1,101 $619K 0.04% +17 Timeline MOFG MIDWESTONE FINANCIAL GROUP I More: the full row for MIDWESTONE FINANCIAL GROUP I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,496 shares 15,496 $618K 0.04% new Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,960 shares; 2024Q4: 5,316 shares; 2025Q1: 3,365 shares; 2025Q2: 12,105 shares; 2025Q3: 13,015 shares; 2025Q4: 6,148 shares 6,148 $615K 0.04% -6,867 Timeline IGF 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: 80,224 shares; 2024Q4: 79,712 shares; 2025Q1: 76,143 shares; 2025Q2: 70,082 shares; 2025Q3: 70,933 shares; 2025Q4: 9,908 shares 9,908 $613K 0.04% -61,025 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: 626 shares; 2024Q4: 429 shares; 2025Q1: 376 shares; 2025Q2: 6,754 shares; 2025Q3: 5,550 shares; 2025Q4: 6,361 shares 6,361 $608K 0.04% +811 Timeline RYAN RYAN SPECIALTY HOLDINGS INC More: the full row for RYAN SPECIALTY HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,338 shares; 2024Q4: 11,301 shares; 2025Q1: 11,439 shares; 2025Q2: 10,133 shares; 2025Q3: 12,312 shares; 2025Q4: 11,911 shares 11,911 $604K 0.04% -401 Timeline IWN 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: 1,328 shares; 2024Q4: not reported; 2025Q1: 1,788 shares; 2025Q2: 1,788 shares; 2025Q3: 1,704 shares; 2025Q4: 3,152 shares 3,152 $604K 0.04% +1,448 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,989 shares; 2025Q3: 3,895 shares; 2025Q4: 4,724 shares 4,724 $598K 0.04% +829 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,660 shares; 2024Q4: 6,385 shares; 2025Q1: 8,067 shares; 2025Q2: 8,545 shares; 2025Q3: 8,550 shares; 2025Q4: 6,973 shares 6,973 $590K 0.04% -1,577 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,909 shares; 2024Q4: 2,828 shares; 2025Q1: 2,833 shares; 2025Q2: 2,856 shares; 2025Q3: 2,856 shares; 2025Q4: 2,893 shares 2,893 $586K 0.04% +37 Timeline SHM 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: 20,960 shares; 2024Q4: 17,107 shares; 2025Q1: 16,530 shares; 2025Q2: 14,932 shares; 2025Q3: 14,869 shares; 2025Q4: 12,074 shares 12,074 $581K 0.04% -2,795 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,623 shares; 2024Q4: 5,471 shares; 2025Q1: 7,467 shares; 2025Q2: 8,829 shares; 2025Q3: 9,222 shares; 2025Q4: 10,123 shares 10,123 $580K 0.04% +901 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,236 shares; 2025Q1: 4,603 shares; 2025Q2: 5,686 shares; 2025Q3: 7,422 shares; 2025Q4: 11,074 shares 11,074 $574K 0.04% +3,652 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,436 shares; 2024Q4: 2,433 shares; 2025Q1: 2,293 shares; 2025Q2: 1,854 shares; 2025Q3: 1,989 shares; 2025Q4: 1,715 shares 1,715 $562K 0.04% -274 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: 1,803 shares; 2024Q4: 1,741 shares; 2025Q1: 1,763 shares; 2025Q2: 1,951 shares; 2025Q3: 1,813 shares; 2025Q4: 1,699 shares 1,699 $553K 0.04% -114 Timeline DSGX DESCARTES SYS GROUP INC More: the full row for DESCARTES SYS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,485 shares; 2024Q4: 6,088 shares; 2025Q1: 6,433 shares; 2025Q2: 6,424 shares; 2025Q3: 6,907 shares; 2025Q4: 6,094 shares 6,094 $540K 0.04% -813 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: 1,693 shares; 2024Q4: 3,396 shares; 2025Q1: 5,614 shares; 2025Q2: 5,642 shares; 2025Q3: 5,678 shares; 2025Q4: 5,745 shares 5,745 $537K 0.04% +67 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,420 shares; 2024Q4: 2,467 shares; 2025Q1: 2,726 shares; 2025Q2: 2,590 shares; 2025Q3: 2,545 shares; 2025Q4: 2,195 shares 2,195 $530K 0.04% -350 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,701 shares; 2025Q3: 18,905 shares; 2025Q4: 18,544 shares 18,544 $529K 0.04% -361 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,320 shares; 2024Q4: 7,349 shares; 2025Q1: 7,995 shares; 2025Q2: 12,305 shares; 2025Q3: 12,305 shares; 2025Q4: 7,529 shares 7,529 $521K 0.04% -4,776 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: 11,761 shares; 2024Q4: 11,226 shares; 2025Q1: 12,214 shares; 2025Q2: 8,867 shares; 2025Q3: 9,425 shares; 2025Q4: 7,848 shares 7,848 $520K 0.04% -1,577 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,465 shares; 2024Q4: 16,239 shares; 2025Q1: 16,525 shares; 2025Q2: 16,063 shares; 2025Q3: 16,008 shares; 2025Q4: 14,673 shares 14,673 $517K 0.03% -1,335 Timeline SNDR SCHNEIDER NATIONAL INC More: the full row for SCHNEIDER NATIONAL 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: 17,802 shares 17,802 $512K 0.03% new Timeline HQY HEALTHEQUITY INC More: the full row for HEALTHEQUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,218 shares; 2024Q4: 2,876 shares; 2025Q1: 2,838 shares; 2025Q2: 2,267 shares; 2025Q3: 2,308 shares; 2025Q4: 6,021 shares 6,021 $509K 0.03% +3,713 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,749 shares; 2024Q4: 13,019 shares; 2025Q1: 13,480 shares; 2025Q2: 13,353 shares; 2025Q3: 14,620 shares; 2025Q4: 15,791 shares 15,791 $507K 0.03% +1,171 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,460 shares; 2024Q4: 3,843 shares; 2025Q1: 3,444 shares; 2025Q2: 3,752 shares; 2025Q3: 3,773 shares; 2025Q4: 3,916 shares 3,916 $505K 0.03% +143 Timeline KNSL KINSALE CAP GROUP INC More: the full row for KINSALE CAP GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,353 shares; 2024Q4: 1,513 shares; 2025Q1: 1,593 shares; 2025Q2: 1,469 shares; 2025Q3: 1,582 shares; 2025Q4: 1,288 shares 1,288 $503K 0.03% -294 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: 1,184 shares; 2024Q4: 1,327 shares; 2025Q1: 1,428 shares; 2025Q2: 1,470 shares; 2025Q3: 1,570 shares; 2025Q4: 1,622 shares 1,622 $502K 0.03% +52 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,815 shares; 2024Q4: 14,830 shares; 2025Q1: 14,388 shares; 2025Q2: 14,487 shares; 2025Q3: 14,441 shares; 2025Q4: 14,580 shares 14,580 $502K 0.03% +139 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: 103,789 shares; 2024Q4: 9,255 shares; 2025Q1: 7,821 shares; 2025Q2: 13,980 shares; 2025Q3: 13,577 shares; 2025Q4: 7,031 shares 7,031 $499K 0.03% -6,546 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,215 shares; 2024Q4: 4,175 shares; 2025Q1: 4,370 shares; 2025Q2: 4,418 shares; 2025Q3: 4,127 shares; 2025Q4: 4,428 shares 4,428 $493K 0.03% +301 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,846 shares; 2024Q4: 2,519 shares; 2025Q1: 3,435 shares; 2025Q2: 3,718 shares; 2025Q3: 3,535 shares; 2025Q4: 5,380 shares 5,380 $492K 0.03% +1,845 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: 19,303 shares; 2024Q4: 18,924 shares; 2025Q1: 21,111 shares; 2025Q2: 18,682 shares; 2025Q3: 19,529 shares; 2025Q4: 12,050 shares 12,050 $481K 0.03% -7,479 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,723 shares; 2025Q2: 3,853 shares; 2025Q3: 3,857 shares; 2025Q4: 3,986 shares 3,986 $481K 0.03% +129 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,743 shares 4,743 $475K 0.03% new Timeline WTM WHITE MTNS INS GROUP LTD More: the full row for WHITE MTNS INS GROUP 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: 213 shares; 2025Q4: 230 shares 230 $474K 0.03% +17 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,438 shares 4,438 $469K 0.03% new 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: 1,237 shares; 2024Q4: 1,043 shares; 2025Q1: 1,046 shares; 2025Q2: 1,002 shares; 2025Q3: 1,037 shares; 2025Q4: 1,311 shares 1,311 $467K 0.03% +274 Timeline PFGC PERFORMANCE FOOD GROUP CO More: the full row for PERFORMANCE FOOD GROUP CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,008 shares; 2024Q4: 8,008 shares; 2025Q1: 5,038 shares; 2025Q2: 5,038 shares; 2025Q3: 5,038 shares; 2025Q4: 5,038 shares 5,038 $464K 0.03% 0 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: 1,605 shares; 2024Q4: 1,618 shares; 2025Q1: 1,591 shares; 2025Q2: 2,287 shares; 2025Q3: 2,275 shares; 2025Q4: 1,729 shares 1,729 $462K 0.03% -546 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: 375 shares; 2024Q4: 349 shares; 2025Q1: 360 shares; 2025Q2: 318 shares; 2025Q3: 351 shares; 2025Q4: 283 shares 283 $462K 0.03% -68 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: not reported; 2024Q4: not reported; 2025Q1: 2,012 shares; 2025Q2: 2,454 shares; 2025Q3: 2,474 shares; 2025Q4: 2,747 shares 2,747 $461K 0.03% +273 Timeline PSLV 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: 16,240 shares; 2024Q4: 16,240 shares; 2025Q1: 16,240 shares; 2025Q2: 16,240 shares; 2025Q3: 16,240 shares; 2025Q4: 16,240 shares 16,240 $457K 0.03% 0 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,327 shares; 2024Q4: 9,083 shares; 2025Q1: 9,083 shares; 2025Q2: 9,083 shares; 2025Q3: 9,083 shares; 2025Q4: 9,083 shares 9,083 $456K 0.03% 0 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: 4,383 shares; 2024Q4: 21,915 shares; 2025Q1: 21,429 shares; 2025Q2: 19,620 shares; 2025Q3: 17,657 shares; 2025Q4: 18,097 shares 18,097 $456K 0.03% +440 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: 1,376 shares; 2024Q4: 1,133 shares; 2025Q1: 1,102 shares; 2025Q2: 554 shares; 2025Q3: 554 shares; 2025Q4: 626 shares 626 $454K 0.03% +72 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,734 shares; 2024Q4: 11,734 shares; 2025Q1: 11,734 shares; 2025Q2: 10,978 shares; 2025Q3: 10,978 shares; 2025Q4: 13,150 shares 13,150 $448K 0.03% +2,172 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: 1,474 shares; 2024Q4: 1,602 shares; 2025Q1: 1,828 shares; 2025Q2: 1,977 shares; 2025Q3: 1,982 shares; 2025Q4: 1,875 shares 1,875 $447K 0.03% -107 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,158 shares; 2024Q4: 2,158 shares; 2025Q1: 2,473 shares; 2025Q2: 2,034 shares; 2025Q3: 2,034 shares; 2025Q4: 2,034 shares 2,034 $444K 0.03% 0 Timeline EXPO EXPONENT INC More: the full row for EXPONENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,898 shares; 2024Q4: 7,270 shares; 2025Q1: 8,345 shares; 2025Q2: 9,707 shares; 2025Q3: 10,356 shares; 2025Q4: 5,952 shares 5,952 $443K 0.03% -4,404 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: 1,202 shares; 2024Q4: 1,400 shares; 2025Q1: 1,364 shares; 2025Q2: 1,345 shares; 2025Q3: 1,320 shares; 2025Q4: 1,611 shares 1,611 $442K 0.03% +291 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,576 shares; 2024Q4: 6,874 shares; 2025Q1: 7,707 shares; 2025Q2: 6,615 shares; 2025Q3: 5,566 shares; 2025Q4: 5,770 shares 5,770 $442K 0.03% +204 Timeline VOOG 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: 852 shares; 2024Q4: 896 shares; 2025Q1: 652 shares; 2025Q2: 563 shares; 2025Q3: 920 shares; 2025Q4: 965 shares 965 $435K 0.03% +45 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: 649 shares; 2024Q4: 630 shares; 2025Q1: 735 shares; 2025Q2: 884 shares; 2025Q3: 924 shares; 2025Q4: 973 shares 973 $432K 0.03% +49 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 422 shares; 2024Q4: 424 shares; 2025Q1: 429 shares; 2025Q2: 438 shares; 2025Q3: 441 shares; 2025Q4: 446 shares 446 $423K 0.03% +5 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: 822 shares; 2024Q4: 825 shares; 2025Q1: 872 shares; 2025Q2: 830 shares; 2025Q3: 812 shares; 2025Q4: 978 shares 978 $423K 0.03% +166 Timeline ONTO ONTO INNOVATION INC More: the full row for ONTO INNOVATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,242 shares; 2024Q4: 2,520 shares; 2025Q1: 2,879 shares; 2025Q2: 2,931 shares; 2025Q3: 3,091 shares; 2025Q4: 2,213 shares 2,213 $423K 0.03% -878 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: 30,684 shares; 2024Q4: 28,001 shares; 2025Q1: 26,042 shares; 2025Q2: 28,994 shares; 2025Q3: 28,065 shares; 2025Q4: 14,530 shares 14,530 $422K 0.03% -13,535 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,265 shares 15,265 $419K 0.03% new Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,072 shares; 2024Q4: 2,115 shares; 2025Q1: 1,809 shares; 2025Q2: 2,342 shares; 2025Q3: 2,312 shares; 2025Q4: 1,911 shares 1,911 $418K 0.03% -401 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,093 shares; 2024Q4: 1,064 shares; 2025Q1: 1,239 shares; 2025Q2: 1,308 shares; 2025Q3: 1,317 shares; 2025Q4: 1,576 shares 1,576 $418K 0.03% +259 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: 13,331 shares; 2024Q4: not reported; 2025Q1: 10,338 shares; 2025Q2: not reported; 2025Q3: 9,790 shares; 2025Q4: 9,445 shares 9,445 $416K 0.03% -345 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,138 shares; 2024Q4: 3,153 shares; 2025Q1: 1,955 shares; 2025Q2: 2,532 shares; 2025Q3: 2,046 shares; 2025Q4: 2,243 shares 2,243 $411K 0.03% +197 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: 997 shares; 2024Q4: 1,183 shares; 2025Q1: 1,331 shares; 2025Q2: 1,468 shares; 2025Q3: 1,564 shares; 2025Q4: 1,551 shares 1,551 $411K 0.03% -13 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,701 shares; 2024Q4: 1,701 shares; 2025Q1: 1,982 shares; 2025Q2: 2,099 shares; 2025Q3: 2,119 shares; 2025Q4: 2,414 shares 2,414 $409K 0.03% +295 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,580 shares; 2024Q4: 1,514 shares; 2025Q1: 1,448 shares; 2025Q2: 1,421 shares; 2025Q3: 1,269 shares; 2025Q4: 1,332 shares 1,332 $408K 0.03% +63 Timeline OSBC OLD SECOND BANCORP INC DEL More: the full row for OLD SECOND BANCORP INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,210 shares; 2024Q4: 20,210 shares; 2025Q1: 20,210 shares; 2025Q2: 20,210 shares; 2025Q3: 20,210 shares; 2025Q4: 20,210 shares 20,210 $399K 0.03% 0 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,034 shares; 2024Q4: 960 shares; 2025Q1: 944 shares; 2025Q2: 711 shares; 2025Q3: 848 shares; 2025Q4: 853 shares 853 $398K 0.03% +5 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: 6,939 shares; 2024Q4: 6,900 shares; 2025Q1: 6,882 shares; 2025Q2: 7,238 shares; 2025Q3: 7,396 shares; 2025Q4: 5,797 shares 5,797 $395K 0.03% -1,599 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,870 shares; 2024Q4: 1,808 shares; 2025Q1: 1,755 shares; 2025Q2: 1,519 shares; 2025Q3: 1,514 shares; 2025Q4: 1,228 shares 1,228 $395K 0.03% -286 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,564 shares; 2024Q4: 1,783 shares; 2025Q1: 1,637 shares; 2025Q2: 1,558 shares; 2025Q3: 1,748 shares; 2025Q4: 1,497 shares 1,497 $393K 0.03% -251 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,733 shares; 2024Q4: 2,801 shares; 2025Q1: 3,195 shares; 2025Q2: 2,977 shares; 2025Q3: 3,054 shares; 2025Q4: 3,348 shares 3,348 $390K 0.03% +294 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,070 shares; 2024Q4: 1,063 shares; 2025Q1: 1,096 shares; 2025Q2: 1,103 shares; 2025Q3: 1,166 shares; 2025Q4: 1,091 shares 1,091 $390K 0.03% -75 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,845 shares; 2024Q4: 2,931 shares; 2025Q1: 2,922 shares; 2025Q2: 2,607 shares; 2025Q3: 2,609 shares; 2025Q4: 1,797 shares 1,797 $388K 0.03% -812 Timeline PHYS 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: not reported; 2024Q4: not reported; 2025Q1: 11,580 shares; 2025Q2: 11,035 shares; 2025Q3: 11,035 shares; 2025Q4: 11,035 shares 11,035 $386K 0.03% 0 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,032 shares; 2024Q4: 4,132 shares; 2025Q1: not reported; 2025Q2: 3,878 shares; 2025Q3: 3,881 shares; 2025Q4: 8,972 shares 8,972 $382K 0.03% +5,091 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: 3,290 shares; 2024Q4: 2,714 shares; 2025Q1: 4,081 shares; 2025Q2: 4,113 shares; 2025Q3: 4,170 shares; 2025Q4: 3,256 shares 3,256 $380K 0.03% -914 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,579 shares; 2025Q1: 5,672 shares; 2025Q2: 5,327 shares; 2025Q3: 6,332 shares; 2025Q4: 6,516 shares 6,516 $378K 0.03% +184 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: not reported; 2024Q4: 2,355 shares; 2025Q1: 2,266 shares; 2025Q2: 2,921 shares; 2025Q3: 2,966 shares; 2025Q4: 3,932 shares 3,932 $376K 0.03% +966 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,377 shares; 2024Q4: 3,502 shares; 2025Q1: 3,542 shares; 2025Q2: 3,037 shares; 2025Q3: 3,097 shares; 2025Q4: 3,171 shares 3,171 $376K 0.03% +74 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,927 shares; 2024Q4: 5,594 shares; 2025Q1: 4,409 shares; 2025Q2: 4,529 shares; 2025Q3: 4,719 shares; 2025Q4: 4,736 shares 4,736 $371K 0.02% +17 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: 16,354 shares; 2024Q4: 12,639 shares; 2025Q1: 7,785 shares; 2025Q2: 7,008 shares; 2025Q3: 7,062 shares; 2025Q4: 6,799 shares 6,799 $370K 0.02% -263 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,434 shares; 2024Q4: 5,496 shares; 2025Q1: 5,215 shares; 2025Q2: 5,317 shares; 2025Q3: 5,294 shares; 2025Q4: 4,262 shares 4,262 $370K 0.02% -1,032 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 553 shares; 2025Q4: 550 shares 550 $362K 0.02% -3 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,722 shares; 2024Q4: 6,431 shares; 2025Q1: 6,661 shares; 2025Q2: 5,776 shares; 2025Q3: 5,426 shares; 2025Q4: 5,458 shares 5,458 $361K 0.02% +32 Timeline ICSH 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: 5,791 shares; 2025Q1: 7,383 shares; 2025Q2: 6,017 shares; 2025Q3: 5,917 shares; 2025Q4: 7,130 shares 7,130 $361K 0.02% +1,213 Timeline ARMK ARAMARK More: the full row for ARAMARK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,487 shares; 2024Q4: 8,314 shares; 2025Q1: 9,542 shares; 2025Q2: 9,775 shares; 2025Q3: 9,674 shares; 2025Q4: 9,300 shares 9,300 $361K 0.02% -374 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,909 shares; 2024Q4: 2,596 shares; 2025Q1: 2,946 shares; 2025Q2: 2,951 shares; 2025Q3: 2,981 shares; 2025Q4: 3,855 shares 3,855 $359K 0.02% +874 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,549 shares; 2024Q4: 1,680 shares; 2025Q1: 1,705 shares; 2025Q2: 1,588 shares; 2025Q3: 1,520 shares; 2025Q4: 951 shares 951 $358K 0.02% -569 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,000 shares; 2025Q2: 5,290 shares; 2025Q3: 5,742 shares; 2025Q4: 6,124 shares 6,124 $357K 0.02% +382 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,310 shares; 2024Q4: 6,328 shares; 2025Q1: 6,206 shares; 2025Q2: 6,388 shares; 2025Q3: 6,893 shares; 2025Q4: 4,110 shares 4,110 $356K 0.02% -2,783 Timeline BJ BJS WHSL CLUB HLDGS INC More: the full row for BJS WHSL CLUB HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,332 shares; 2025Q4: 3,872 shares 3,872 $356K 0.02% -460 Timeline TECH BIO-TECHNE CORP More: the full row for BIO-TECHNE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,071 shares; 2024Q4: 6,416 shares; 2025Q1: 5,870 shares; 2025Q2: 7,237 shares; 2025Q3: 7,713 shares; 2025Q4: 5,260 shares 5,260 $350K 0.02% -2,453 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,608 shares; 2024Q4: 1,729 shares; 2025Q1: 1,616 shares; 2025Q2: 1,758 shares; 2025Q3: 1,738 shares; 2025Q4: 1,721 shares 1,721 $350K 0.02% -17 Timeline CVNA CARVANA CO More: the full row for CARVANA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 651 shares; 2025Q3: 644 shares; 2025Q4: 751 shares 751 $349K 0.02% +107 Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,818 shares; 2024Q4: 1,818 shares; 2025Q1: 1,828 shares; 2025Q2: 1,800 shares; 2025Q3: 1,805 shares; 2025Q4: 1,831 shares 1,831 $348K 0.02% +26 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,150 shares; 2024Q4: 3,422 shares; 2025Q1: 2,647 shares; 2025Q2: 3,004 shares; 2025Q3: 3,042 shares; 2025Q4: 3,201 shares 3,201 $346K 0.02% +159 Timeline VOOV 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: 2,464 shares; 2024Q4: 2,549 shares; 2025Q1: 2,549 shares; 2025Q2: 1,642 shares; 2025Q3: 1,642 shares; 2025Q4: 1,642 shares 1,642 $345K 0.02% 0 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 440 shares; 2025Q4: 449 shares 449 $344K 0.02% +9 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,553 shares; 2024Q4: not reported; 2025Q1: 5,062 shares; 2025Q2: 5,114 shares; 2025Q3: 5,175 shares; 2025Q4: 5,259 shares 5,259 $343K 0.02% +84 Timeline XETYX EATON VANCE TAX-MANAGED DIVE More: the full row for EATON VANCE TAX-MANAGED DIVE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,626 shares; 2024Q4: 24,313 shares; 2025Q1: 23,634 shares; 2025Q2: 23,634 shares; 2025Q3: 22,997 shares; 2025Q4: 22,045 shares 22,045 $342K 0.02% -952 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,789 shares; 2024Q4: 2,351 shares; 2025Q1: 1,735 shares; 2025Q2: 1,672 shares; 2025Q3: 1,673 shares; 2025Q4: 1,535 shares 1,535 $340K 0.02% -138 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: 590 shares; 2024Q4: 592 shares; 2025Q1: 603 shares; 2025Q2: 624 shares; 2025Q3: 662 shares; 2025Q4: 665 shares 665 $339K 0.02% +3 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: 8,184 shares; 2024Q4: 7,087 shares; 2025Q1: 8,573 shares; 2025Q2: 9,076 shares; 2025Q3: 9,644 shares; 2025Q4: 5,693 shares 5,693 $338K 0.02% -3,951 Timeline PLUS EPLUS INC More: the full row for EPLUS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,336 shares; 2025Q4: 3,800 shares 3,800 $337K 0.02% +464 Timeline NOVT NOVANTA INC More: the full row for NOVANTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,502 shares; 2024Q4: 3,260 shares; 2025Q1: 3,254 shares; 2025Q2: 3,777 shares; 2025Q3: 4,046 shares; 2025Q4: 2,600 shares 2,600 $335K 0.02% -1,446 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: 882 shares; 2024Q4: 938 shares; 2025Q1: 1,180 shares; 2025Q2: 1,074 shares; 2025Q3: 1,298 shares; 2025Q4: 1,209 shares 1,209 $334K 0.02% -89 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,557 shares; 2025Q3: 1,238 shares; 2025Q4: 1,029 shares 1,029 $331K 0.02% -209 Timeline AB ALLIANCEBERNSTEIN HLDG L P More: the full row for ALLIANCEBERNSTEIN HLDG L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,598 shares; 2024Q4: 8,598 shares; 2025Q1: 8,598 shares; 2025Q2: 8,598 shares; 2025Q3: 8,598 shares; 2025Q4: 8,598 shares 8,598 $331K 0.02% 0 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,497 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,570 shares; 2025Q4: 2,675 shares 2,675 $330K 0.02% +1,105 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,668 shares; 2024Q4: 1,667 shares; 2025Q1: 1,758 shares; 2025Q2: 1,075 shares; 2025Q3: 1,071 shares; 2025Q4: 1,058 shares 1,058 $330K 0.02% -13 Timeline PHG KONINKLIJKE PHILIPS N V More: the full row for KONINKLIJKE PHILIPS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,176 shares; 2024Q4: 9,152 shares; 2025Q1: 10,480 shares; 2025Q2: 10,808 shares; 2025Q3: 10,825 shares; 2025Q4: 11,011 shares 11,011 $328K 0.02% +186 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 641 shares; 2024Q4: 703 shares; 2025Q1: 937 shares; 2025Q2: 1,085 shares; 2025Q3: 835 shares; 2025Q4: 711 shares 711 $327K 0.02% -124 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest 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: 4,797 shares 4,797 $315K 0.02% new Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,159 shares; 2024Q4: 1,164 shares; 2025Q1: 1,074 shares; 2025Q2: 1,121 shares; 2025Q3: 1,131 shares; 2025Q4: 1,162 shares 1,162 $315K 0.02% +31 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,393 shares; 2024Q4: 10,891 shares; 2025Q1: 11,559 shares; 2025Q2: 10,659 shares; 2025Q3: 11,417 shares; 2025Q4: 11,642 shares 11,642 $313K 0.02% +225 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,064 shares; 2025Q3: 2,272 shares; 2025Q4: 2,471 shares 2,471 $313K 0.02% +199 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: 3,480 shares; 2024Q4: 3,580 shares; 2025Q1: 2,142 shares; 2025Q2: 2,262 shares; 2025Q3: 2,327 shares; 2025Q4: 2,542 shares 2,542 $312K 0.02% +215 Timeline POOL POOL CORP More: the full row for POOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,774 shares; 2024Q4: 1,666 shares; 2025Q1: 1,645 shares; 2025Q2: 1,962 shares; 2025Q3: 2,066 shares; 2025Q4: 1,191 shares 1,191 $308K 0.02% -875 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: 1,554 shares; 2024Q4: 1,763 shares; 2025Q1: not reported; 2025Q2: 1,976 shares; 2025Q3: 1,842 shares; 2025Q4: 1,766 shares 1,766 $308K 0.02% -76 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 898 shares 898 $306K 0.02% new Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,068 shares; 2025Q4: 1,381 shares 1,381 $304K 0.02% +313 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 502 shares; 2025Q2: 517 shares; 2025Q3: 575 shares; 2025Q4: 571 shares 571 $303K 0.02% -4 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,228 shares; 2025Q1: 3,919 shares; 2025Q2: 4,615 shares; 2025Q3: 4,714 shares; 2025Q4: 5,169 shares 5,169 $302K 0.02% +455 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,341 shares; 2024Q4: 1,941 shares; 2025Q1: 1,429 shares; 2025Q2: 1,253 shares; 2025Q3: 1,681 shares; 2025Q4: 1,604 shares 1,604 $302K 0.02% -77 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: not reported; 2024Q4: 4,048 shares; 2025Q1: 4,142 shares; 2025Q2: 8,262 shares; 2025Q3: 7,459 shares; 2025Q4: 7,177 shares 7,177 $299K 0.02% -282 Timeline AOK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,101 shares; 2024Q4: 7,105 shares; 2025Q1: 7,128 shares; 2025Q2: 7,164 shares; 2025Q3: 7,243 shares; 2025Q4: 7,260 shares 7,260 $295K 0.02% +17 Timeline EPAM EPAM SYS INC More: the full row for EPAM SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,161 shares; 2024Q4: 2,796 shares; 2025Q1: 2,289 shares; 2025Q2: 3,332 shares; 2025Q3: 2,459 shares; 2025Q4: 1,390 shares 1,390 $294K 0.02% -1,069 Timeline RWO SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,677 shares; 2024Q4: 8,467 shares; 2025Q1: 8,372 shares; 2025Q2: 8,117 shares; 2025Q3: 7,844 shares; 2025Q4: 6,402 shares 6,402 $294K 0.02% -1,442 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: 2,443 shares; 2024Q4: 2,512 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,757 shares 2,757 $293K 0.02% new 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: 917 shares; 2024Q4: not reported; 2025Q1: 940 shares; 2025Q2: 928 shares; 2025Q3: 934 shares; 2025Q4: 1,122 shares 1,122 $293K 0.02% +188 Timeline AMCOR PLC AMCOR PLC More: the full row for AMCOR 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: 39,571 shares; 2025Q4: 33,925 shares 33,925 $292K 0.02% -5,646 VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,224 shares; 2024Q4: 1,320 shares; 2025Q1: 1,303 shares; 2025Q2: 1,330 shares; 2025Q3: 1,377 shares; 2025Q4: 1,293 shares 1,293 $291K 0.02% -84 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,478 shares; 2025Q1: not reported; 2025Q2: 1,516 shares; 2025Q3: 1,655 shares; 2025Q4: 1,687 shares 1,687 $288K 0.02% +32 Timeline LAD LITHIA MTRS INC More: the full row for LITHIA MTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 707 shares; 2025Q4: 867 shares 867 $287K 0.02% +160 Timeline TBUX 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: 5,718 shares 5,718 $285K 0.02% new Timeline MUSA MURPHY USA INC More: the full row for MURPHY 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: 580 shares; 2025Q4: 646 shares 646 $285K 0.02% +66 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: 964 shares; 2024Q4: 1,010 shares; 2025Q1: 994 shares; 2025Q2: 986 shares; 2025Q3: 976 shares; 2025Q4: 1,262 shares 1,262 $281K 0.02% +286 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 825 shares; 2025Q4: 702 shares 702 $280K 0.02% -123 Timeline IWS 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: 1,842 shares; 2024Q4: 5,214 shares; 2025Q1: 7,268 shares; 2025Q2: 2,711 shares; 2025Q3: 2,711 shares; 2025Q4: 1,894 shares 1,894 $278K 0.02% -817 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,508 shares; 2024Q4: 5,558 shares; 2025Q1: 5,161 shares; 2025Q2: 5,246 shares; 2025Q3: 5,260 shares; 2025Q4: 5,328 shares 5,328 $278K 0.02% +68 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 746 shares; 2025Q4: 654 shares 654 $276K 0.02% -92 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,669 shares; 2024Q4: 3,678 shares; 2025Q1: 3,875 shares; 2025Q2: 11,180 shares; 2025Q3: 11,181 shares; 2025Q4: 3,878 shares 3,878 $276K 0.02% -7,303 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,530 shares 3,530 $274K 0.02% new Timeline COO COOPER COS INC More: the full row for COOPER COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,049 shares; 2025Q4: 3,291 shares 3,291 $274K 0.02% +242 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,466 shares; 2025Q3: 3,440 shares; 2025Q4: 3,112 shares 3,112 $274K 0.02% -328 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: 2,670 shares; 2024Q4: 2,768 shares; 2025Q1: not reported; 2025Q2: 3,354 shares; 2025Q3: 4,839 shares; 2025Q4: 3,617 shares 3,617 $269K 0.02% -1,222 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,708 shares; 2024Q4: 3,808 shares; 2025Q1: 3,951 shares; 2025Q2: not reported; 2025Q3: 1,179 shares; 2025Q4: 1,287 shares 1,287 $269K 0.02% +108 Timeline AHR AMERICAN HEALTHCARE REIT INC More: the full row for AMERICAN HEALTHCARE REIT 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: 7,243 shares; 2025Q2: 6,133 shares; 2025Q3: 5,948 shares; 2025Q4: 5,608 shares 5,608 $267K 0.02% -340 Timeline MTW MANITOWOC CO INC More: the full row for MANITOWOC CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,334 shares; 2024Q4: 19,083 shares; 2025Q1: 19,083 shares; 2025Q2: 19,083 shares; 2025Q3: 19,208 shares; 2025Q4: 19,083 shares 19,083 $263K 0.02% -125 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: 19,065 shares; 2024Q4: 19,816 shares; 2025Q1: 19,101 shares; 2025Q2: 17,426 shares; 2025Q3: 19,294 shares; 2025Q4: 6,505 shares 6,505 $262K 0.02% -12,789 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,454 shares; 2024Q4: 2,721 shares; 2025Q1: 2,771 shares; 2025Q2: 2,844 shares; 2025Q3: 1,796 shares; 2025Q4: 1,479 shares 1,479 $260K 0.02% -317 Timeline OKLO OKLO INC More: the full row for OKLO 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: 2,252 shares; 2025Q4: 2,524 shares 2,524 $259K 0.02% +272 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,453 shares; 2025Q4: 11,638 shares 11,638 $257K 0.02% +2,185 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,059 shares; 2024Q4: 1,070 shares; 2025Q1: 1,079 shares; 2025Q2: 1,077 shares; 2025Q3: 1,052 shares; 2025Q4: 1,009 shares 1,009 $257K 0.02% -43 Timeline SGDM SPROTT ETF TRUST More: the full row for SPROTT ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,300 shares; 2025Q4: 3,300 shares 3,300 $256K 0.02% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,464 shares; 2025Q4: 3,568 shares 3,568 $256K 0.02% +104 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,993 shares 10,993 $255K 0.02% new Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,673 shares 1,673 $254K 0.02% new Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 613 shares; 2025Q4: 613 shares 613 $253K 0.02% 0 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,342 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,124 shares; 2025Q4: 4,539 shares 4,539 $251K 0.02% +415 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,134 shares; 2024Q4: 1,159 shares; 2025Q1: 1,204 shares; 2025Q2: 1,426 shares; 2025Q3: 1,512 shares; 2025Q4: 1,270 shares 1,270 $251K 0.02% -242 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: not reported; 2024Q4: 2,346 shares; 2025Q1: not reported; 2025Q2: 2,754 shares; 2025Q3: 2,788 shares; 2025Q4: 5,327 shares 5,327 $247K 0.02% +2,539 Timeline SGDJ SPROTT ETF TRUST More: the full row for SPROTT 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: 2,655 shares; 2025Q4: 2,655 shares 2,655 $245K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,540 shares 2,540 $244K 0.02% new Timeline DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,665 shares; 2024Q4: 16,862 shares; 2025Q1: 17,012 shares; 2025Q2: 25,877 shares; 2025Q3: 25,976 shares; 2025Q4: 24,221 shares 24,221 $243K 0.02% -1,755 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,939 shares; 2025Q3: 2,843 shares; 2025Q4: 2,919 shares 2,919 $242K 0.02% +76 Timeline ESE ESCO TECHNOLOGIES INC More: the full row for ESCO 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: 1,015 shares; 2025Q4: 1,133 shares 1,133 $242K 0.02% +118 Timeline VFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,000 shares; 2025Q3: 6,000 shares; 2025Q4: 6,000 shares 6,000 $242K 0.02% 0 Timeline FCFS FIRSTCASH HOLDINGS INC More: the full row for FIRSTCASH HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,940 shares; 2025Q2: 1,688 shares; 2025Q3: 1,578 shares; 2025Q4: 1,445 shares 1,445 $240K 0.02% -133 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,126 shares 4,126 $238K 0.02% new Timeline WCC WESCO INTL INC More: the full row for WESCO 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: 1,291 shares; 2025Q4: 865 shares 865 $237K 0.02% -426 Timeline UNF UNIFIRST CORP MASS More: the full row for UNIFIRST CORP MASS Quarterly shares; oldest 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: 1,170 shares 1,170 $236K 0.02% new Timeline HDUS LATTICE STRATEGIES TR More: the full row for LATTICE STRATEGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,230 shares; 2025Q4: 3,546 shares 3,546 $235K 0.02% +316 Timeline ZION ZIONS BANCORPORATION NATL AS More: the full row for ZIONS BANCORPORATION NATL AS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,913 shares; 2025Q4: 3,965 shares 3,965 $235K 0.02% +52 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,900 shares; 2024Q4: 24,952 shares; 2025Q1: 20,641 shares; 2025Q2: 16,501 shares; 2025Q3: 14,002 shares; 2025Q4: 13,630 shares 13,630 $234K 0.02% -372 Timeline AGO ASSURED GUARANTY LTD More: the full row for ASSURED GUARANTY 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: 2,621 shares 2,621 $233K 0.02% new Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 275 shares; 2025Q3: 219 shares; 2025Q4: 163 shares 163 $233K 0.02% -56 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 843 shares; 2025Q3: not reported; 2025Q4: 765 shares 765 $230K 0.02% new 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: 2,828 shares; 2024Q4: 2,891 shares; 2025Q1: 4,453 shares; 2025Q2: 4,214 shares; 2025Q3: 2,693 shares; 2025Q4: 2,551 shares 2,551 $230K 0.02% -142 Timeline GNW GENWORTH FINL INC More: the full row for GENWORTH FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,731 shares; 2025Q4: 25,788 shares 25,788 $227K 0.02% +3,057 Timeline AOM 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: 8,675 shares; 2024Q4: 8,372 shares; 2025Q1: 8,061 shares; 2025Q2: 7,714 shares; 2025Q3: 7,339 shares; 2025Q4: 4,690 shares 4,690 $227K 0.02% -2,649 Timeline CXW CORECIVIC INC More: the full row for CORECIVIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,811 shares; 2025Q4: 11,227 shares 11,227 $227K 0.02% -584 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: 529 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 338 shares; 2025Q4: 360 shares 360 $227K 0.02% +22 Timeline HUBS HUBSPOT INC More: the full row for HUBSPOT 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: 628 shares; 2025Q2: 956 shares; 2025Q3: 1,036 shares; 2025Q4: 601 shares 601 $226K 0.02% -435 Timeline BBWI BATH & BODY WORKS INC More: the full row for BATH & BODY WORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,621 shares; 2024Q4: 7,824 shares; 2025Q1: 8,750 shares; 2025Q2: 9,063 shares; 2025Q3: 11,277 shares; 2025Q4: 10,009 shares 10,009 $226K 0.02% -1,268 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,246 shares; 2024Q4: 13,788 shares; 2025Q1: 15,894 shares; 2025Q2: 12,657 shares; 2025Q3: 15,201 shares; 2025Q4: 16,100 shares 16,100 $226K 0.02% +899 Timeline BBAG 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: 35,257 shares; 2024Q4: 31,942 shares; 2025Q1: 28,111 shares; 2025Q2: 25,638 shares; 2025Q3: 23,851 shares; 2025Q4: 4,841 shares 4,841 $225K 0.02% -19,010 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,009 shares; 2025Q4: 3,099 shares 3,099 $225K 0.02% +90 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,596 shares 2,596 $225K 0.02% new Timeline HST HOST HOTELS & RESORTS INC More: the full row for HOST HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,868 shares; 2024Q4: 11,948 shares; 2025Q1: 11,943 shares; 2025Q2: 12,033 shares; 2025Q3: 12,033 shares; 2025Q4: 12,078 shares 12,078 $222K 0.01% +45 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: 1,009 shares; 2024Q4: 1,010 shares; 2025Q1: 1,006 shares; 2025Q2: 896 shares; 2025Q3: 865 shares; 2025Q4: 880 shares 880 $219K 0.01% +15 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,137 shares; 2024Q4: 1,624 shares; 2025Q1: 717 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 791 shares 791 $219K 0.01% new Timeline MGRC MCGRATH RENTCORP More: the full row for MCGRATH RENTCORP Quarterly shares; oldest 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: 2,214 shares; 2025Q4: 1,969 shares 1,969 $216K 0.01% -245 Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 834 shares; 2024Q4: 755 shares; 2025Q1: 723 shares; 2025Q2: 969 shares; 2025Q3: 916 shares; 2025Q4: 891 shares 891 $216K 0.01% -25 Timeline ATR APTARGROUP INC More: the full row for APTARGROUP 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: 1,709 shares 1,709 $214K 0.01% new Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,496 shares; 2025Q3: 1,458 shares; 2025Q4: 1,478 shares 1,478 $213K 0.01% +20 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,532 shares 2,532 $210K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,115 shares 1,115 $210K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,161 shares 1,161 $209K 0.01% new Timeline WEX WEX INC More: the full row for WEX 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: 1,260 shares; 2025Q3: 1,362 shares; 2025Q4: 1,293 shares 1,293 $208K 0.01% -69 Timeline GWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,564 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,910 shares 4,910 $208K 0.01% 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: 1,290 shares; 2024Q4: 1,406 shares; 2025Q1: 1,029 shares; 2025Q2: 1,030 shares; 2025Q3: 1,235 shares; 2025Q4: 1,402 shares 1,402 $206K 0.01% +167 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,973 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,900 shares; 2025Q4: 1,922 shares 1,922 $205K 0.01% +22 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,236 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,594 shares; 2025Q4: 2,599 shares 2,599 $205K 0.01% +5 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 375 shares 375 $204K 0.01% new Timeline VTR VENTAS INC More: the full row for VENTAS 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: 2,673 shares 2,673 $202K 0.01% new Timeline PR PERMIAN RESOURCES CORP More: the full row for PERMIAN RESOURCES 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: 13,483 shares; 2025Q4: 13,723 shares 13,723 $192K 0.01% +240 Timeline WNC WABASH NATL CORP More: the full row for WABASH NATL 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: 11,912 shares; 2025Q2: 15,199 shares; 2025Q3: 15,199 shares; 2025Q4: 15,334 shares 15,334 $165K 0.01% +135 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,348 shares; 2025Q4: 14,348 shares 14,348 $163K 0.01% 0 Timeline CLF CLEVELAND-CLIFFS INC NEW More: the full row for CLEVELAND-CLIFFS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,751 shares; 2025Q4: 10,937 shares 10,937 $141K 0.01% -2,814 Timeline CERT CERTARA INC More: the full row for CERTARA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,831 shares; 2024Q4: 14,956 shares; 2025Q1: 24,890 shares; 2025Q2: 28,508 shares; 2025Q3: 30,608 shares; 2025Q4: 13,092 shares 13,092 $123K 0.01% -17,516 Timeline NOK NOKIA CORP More: the full row for NOKIA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,578 shares; 2024Q4: 15,578 shares; 2025Q1: 15,578 shares; 2025Q2: 15,578 shares; 2025Q3: 15,510 shares; 2025Q4: 15,510 shares 15,510 $102K 0.01% 0 Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP 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: 12,659 shares 12,659 $69.2K <0.01% new Timeline GTN GRAY MEDIA INC More: the full row for GRAY MEDIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,640 shares; 2024Q4: 13,995 shares; 2025Q1: 14,259 shares; 2025Q2: 14,510 shares; 2025Q3: 14,711 shares; 2025Q4: 14,955 shares 14,955 $64.9K <0.01% +244 Timeline INV INNVENTURE INC More: the full row for INNVENTURE 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: 15,437 shares; 2025Q3: 15,437 shares; 2025Q4: 14,311 shares 14,311 $62.1K <0.01% -1,126 Timeline AMBP ARDAGH METAL PACKAGING S A More: the full row for ARDAGH METAL PACKAGING S A 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 $42.8K <0.01% 0 Timeline AKBA AKEBIA THREAPEUTICS INC More: the full row for AKEBIA THREAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,000 shares; 2024Q4: 20,000 shares; 2025Q1: 20,000 shares; 2025Q2: 20,000 shares; 2025Q3: 20,000 shares; 2025Q4: 20,000 shares 20,000 $28K <0.01% 0 Timeline ALIT ALIGHT INC More: the full row for ALIGHT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,506 shares; 2025Q4: 16,269 shares 16,269 $27K <0.01% +3,763 Timeline HRTX HERON THERAPEUTICS INC More: the full row for HERON THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,000 shares; 2025Q1: 16,000 shares; 2025Q2: 16,000 shares; 2025Q3: 16,000 shares; 2025Q4: 16,000 shares 16,000 $23.8K <0.01% 0 Timeline