ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 548,289 shares; 2025Q1: 534,137 shares; 2025Q2: 526,140 shares; 2025Q3: 523,761 shares; 2025Q4: 501,176 shares 501,176 $84M 7.28% -22,585 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: 187,125 shares; 2024Q4: 215,098 shares; 2025Q1: 216,360 shares; 2025Q2: 206,786 shares; 2025Q3: 216,287 shares; 2025Q4: 213,510 shares 213,510 $58M 5.03% -2,777 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: 144,002 shares; 2024Q4: 152,621 shares; 2025Q1: 152,796 shares; 2025Q2: 149,947 shares; 2025Q3: 154,990 shares; 2025Q4: 167,430 shares 167,430 $31.2M 2.7% +12,440 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: 112,878 shares; 2024Q4: 112,974 shares; 2025Q1: 113,179 shares; 2025Q2: 73,623 shares; 2025Q3: 71,450 shares; 2025Q4: 74,101 shares 74,101 $25.6M 2.22% +2,651 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: 83,100 shares; 2024Q4: 93,301 shares; 2025Q1: 92,952 shares; 2025Q2: 90,848 shares; 2025Q3: 96,571 shares; 2025Q4: 101,750 shares 101,750 $23.5M 2.03% +5,179 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: 26,630 shares; 2024Q4: 28,127 shares; 2025Q1: 30,504 shares; 2025Q2: 31,930 shares; 2025Q3: 32,975 shares; 2025Q4: 33,356 shares 33,356 $22.7M 1.97% +381 Timeline FTXL 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: 170,377 shares; 2024Q4: 178,580 shares; 2025Q1: 6,822 shares; 2025Q2: 6,599 shares; 2025Q3: 3,807 shares; 2025Q4: 175,114 shares 175,114 $22.7M 1.96% +171,307 Timeline FXU 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: 384,896 shares; 2025Q2: 319,643 shares; 2025Q3: 484,536 shares; 2025Q4: 499,969 shares 499,969 $22.5M 1.95% +15,433 Timeline MISL 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: not reported; 2025Q4: 521,838 shares 521,838 $22.3M 1.93% new Timeline FXO 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: 18,509 shares; 2025Q1: 306,228 shares; 2025Q2: 255,384 shares; 2025Q3: 348,722 shares; 2025Q4: 366,047 shares 366,047 $22.1M 1.91% +17,325 Timeline FDN 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: 82,290 shares; 2024Q4: 87,502 shares; 2025Q1: 85,509 shares; 2025Q2: 71,610 shares; 2025Q3: 79,059 shares; 2025Q4: 82,038 shares 82,038 $22.1M 1.91% +2,979 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: 34,666 shares; 2024Q4: 39,670 shares; 2025Q1: 40,087 shares; 2025Q2: 34,547 shares; 2025Q3: 39,804 shares; 2025Q4: 41,266 shares 41,266 $20M 1.73% +1,462 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: 119,201 shares; 2025Q1: 128,223 shares; 2025Q2: 108,770 shares; 2025Q3: 103,698 shares; 2025Q4: 102,919 shares 102,919 $17.6M 1.53% -779 Timeline PAAA PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 138,751 shares; 2025Q2: 157,036 shares; 2025Q3: 268,145 shares; 2025Q4: 306,457 shares 306,457 $15.7M 1.36% +38,312 Timeline SGI SOMNIGROUP INTERNATIONAL INC More: the full row for SOMNIGROUP INTERNATIONAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 183,791 shares; 2024Q4: 190,691 shares; 2025Q1: 190,847 shares; 2025Q2: 189,043 shares; 2025Q3: 178,682 shares; 2025Q4: 174,978 shares 174,978 $15.6M 1.35% -3,704 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 247,993 shares; 2024Q4: 247,139 shares; 2025Q1: 246,407 shares; 2025Q2: 245,285 shares; 2025Q3: 245,991 shares; 2025Q4: 246,120 shares 246,120 $15.4M 1.33% +129 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,627 shares; 2024Q4: 43,790 shares; 2025Q1: 146,975 shares; 2025Q2: 149,554 shares; 2025Q3: 234,932 shares; 2025Q4: 267,732 shares 267,732 $13.5M 1.17% +32,800 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: 13,294 shares; 2024Q4: 13,641 shares; 2025Q1: 14,472 shares; 2025Q2: 14,100 shares; 2025Q3: 14,376 shares; 2025Q4: 14,788 shares 14,788 $12.8M 1.1% +412 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: 8,974 shares; 2024Q4: 9,246 shares; 2025Q1: 9,129 shares; 2025Q2: 14,469 shares; 2025Q3: 16,425 shares; 2025Q4: 17,714 shares 17,714 $11.7M 1.01% +1,289 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: 10,674 shares; 2024Q4: 12,445 shares; 2025Q1: 14,186 shares; 2025Q2: 13,343 shares; 2025Q3: 14,477 shares; 2025Q4: 16,564 shares 16,564 $11.3M 0.98% +2,087 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: 30,260 shares; 2024Q4: 31,863 shares; 2025Q1: 32,755 shares; 2025Q2: 32,275 shares; 2025Q3: 34,114 shares; 2025Q4: 34,674 shares 34,674 $11.2M 0.97% +560 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: 29,479 shares; 2024Q4: 30,371 shares; 2025Q1: 30,759 shares; 2025Q2: 30,697 shares; 2025Q3: 30,183 shares; 2025Q4: 31,849 shares 31,849 $11.2M 0.97% +1,666 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: 11,316 shares; 2024Q4: 11,916 shares; 2025Q1: 12,188 shares; 2025Q2: 12,153 shares; 2025Q3: 9,733 shares; 2025Q4: 10,194 shares 10,194 $11M 0.95% +461 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 126,078 shares; 2024Q4: 137,014 shares; 2025Q1: 145,551 shares; 2025Q2: 103,608 shares; 2025Q3: 142,870 shares; 2025Q4: 152,110 shares 152,110 $10.9M 0.94% +9,240 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: 16,784 shares; 2024Q4: 17,395 shares; 2025Q1: 17,548 shares; 2025Q2: 17,733 shares; 2025Q3: 18,485 shares; 2025Q4: 19,331 shares 19,331 $9.72M 0.84% +846 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: 4,130 shares; 2024Q4: 4,593 shares; 2025Q1: 8,852 shares; 2025Q2: 9,749 shares; 2025Q3: 9,685 shares; 2025Q4: 99,678 shares 99,678 $9.35M 0.81% +89,993 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: 17,344 shares; 2024Q4: 21,711 shares; 2025Q1: 22,236 shares; 2025Q2: 23,086 shares; 2025Q3: 26,720 shares; 2025Q4: 28,460 shares 28,460 $8.91M 0.77% +1,740 Timeline FTSL 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: 150,837 shares; 2024Q4: 164,731 shares; 2025Q1: 169,688 shares; 2025Q2: 173,005 shares; 2025Q3: 182,263 shares; 2025Q4: 193,804 shares 193,804 $8.89M 0.77% +11,541 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: 5,904 shares; 2024Q4: 6,268 shares; 2025Q1: 6,909 shares; 2025Q2: 6,939 shares; 2025Q3: 6,743 shares; 2025Q4: 6,763 shares 6,763 $8.22M 0.71% +20 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: 18,280 shares; 2024Q4: 20,361 shares; 2025Q1: 20,137 shares; 2025Q2: 2,813 shares; 2025Q3: 31,685 shares; 2025Q4: 33,149 shares 33,149 $8.16M 0.71% +1,464 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: 16,281 shares; 2024Q4: 24,203 shares; 2025Q1: 24,556 shares; 2025Q2: 22,611 shares; 2025Q3: 24,331 shares; 2025Q4: 25,439 shares 25,439 $7.98M 0.69% +1,108 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: 51,166 shares; 2024Q4: 56,644 shares; 2025Q1: 54,878 shares; 2025Q2: 62,812 shares; 2025Q3: 64,440 shares; 2025Q4: 62,457 shares 62,457 $7.52M 0.65% -1,983 Timeline JBBB JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,105 shares; 2024Q4: 23,394 shares; 2025Q1: 87,175 shares; 2025Q2: 90,839 shares; 2025Q3: 134,943 shares; 2025Q4: 153,226 shares 153,226 $7.31M 0.63% +18,283 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: 17,725 shares; 2024Q4: 17,926 shares; 2025Q1: 17,886 shares; 2025Q2: 17,976 shares; 2025Q3: 22,749 shares; 2025Q4: 23,416 shares 23,416 $7.12M 0.62% +667 Timeline COWG PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 114,010 shares; 2025Q1: 135,562 shares; 2025Q2: 140,787 shares; 2025Q3: 185,049 shares; 2025Q4: 199,716 shares 199,716 $7.03M 0.61% +14,667 Timeline SPIB 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: 138,775 shares; 2024Q4: 156,380 shares; 2025Q1: 163,760 shares; 2025Q2: 174,446 shares; 2025Q3: 190,049 shares; 2025Q4: 205,778 shares 205,778 $6.96M 0.6% +15,729 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: 3,244 shares; 2024Q4: 5,079 shares; 2025Q1: 5,553 shares; 2025Q2: 5,700 shares; 2025Q3: 7,065 shares; 2025Q4: 7,573 shares 7,573 $6.66M 0.58% +508 Timeline VRP INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 177,221 shares; 2024Q4: 199,126 shares; 2025Q1: 216,322 shares; 2025Q2: 226,080 shares; 2025Q3: 253,514 shares; 2025Q4: 270,699 shares 270,699 $6.59M 0.57% +17,185 Timeline FLOT 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: 7,952 shares; 2024Q4: 10,391 shares; 2025Q1: 43,897 shares; 2025Q2: 51,904 shares; 2025Q3: 102,568 shares; 2025Q4: 125,445 shares 125,445 $6.38M 0.55% +22,877 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: 14,245 shares; 2024Q4: 14,322 shares; 2025Q1: 10,875 shares; 2025Q2: 12,005 shares; 2025Q3: 12,624 shares; 2025Q4: 13,475 shares 13,475 $6.06M 0.52% +851 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: 17,744 shares; 2024Q4: 19,386 shares; 2025Q1: 20,244 shares; 2025Q2: 19,829 shares; 2025Q3: 20,138 shares; 2025Q4: 19,552 shares 19,552 $5.98M 0.52% -586 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,924 shares; 2024Q4: 6,973 shares; 2025Q1: 7,021 shares; 2025Q2: 7,001 shares; 2025Q3: 7,102 shares; 2025Q4: 7,257 shares 7,257 $5.87M 0.51% +155 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: 26,847 shares; 2024Q4: 37,850 shares; 2025Q1: 42,274 shares; 2025Q2: 43,802 shares; 2025Q3: 47,405 shares; 2025Q4: 51,635 shares 51,635 $5.75M 0.5% +4,230 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: 11,218 shares; 2024Q4: 11,832 shares; 2025Q1: 11,089 shares; 2025Q2: 11,562 shares; 2025Q3: 23,194 shares; 2025Q4: 25,427 shares 25,427 $5.52M 0.48% +2,233 Timeline VWOB 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: 53,871 shares; 2024Q4: 60,549 shares; 2025Q1: 66,493 shares; 2025Q2: 69,541 shares; 2025Q3: 76,497 shares; 2025Q4: 81,402 shares 81,402 $5.49M 0.48% +4,905 Timeline AN AUTONATION INC More: the full row for AUTONATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,984 shares; 2024Q4: 25,165 shares; 2025Q1: 26,350 shares; 2025Q2: 26,627 shares; 2025Q3: 26,040 shares; 2025Q4: 26,562 shares 26,562 $5.48M 0.48% +522 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 128,225 shares; 2024Q4: 128,502 shares; 2025Q1: 78,227 shares; 2025Q2: 80,157 shares; 2025Q3: 84,255 shares; 2025Q4: 89,577 shares 89,577 $5.37M 0.47% +5,322 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: 9,452 shares; 2024Q4: 9,798 shares; 2025Q1: 9,713 shares; 2025Q2: 9,064 shares; 2025Q3: 9,276 shares; 2025Q4: 9,333 shares 9,333 $5.35M 0.46% +57 Timeline FSMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 239,087 shares; 2024Q4: 252,300 shares; 2025Q1: 220,773 shares; 2025Q2: 226,340 shares; 2025Q3: 246,573 shares; 2025Q4: 252,715 shares 252,715 $5.07M 0.44% +6,142 Timeline ABCB AMERIS BANCORP More: the full row for AMERIS BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,664 shares; 2024Q4: 52,316 shares; 2025Q1: 60,577 shares; 2025Q2: 61,934 shares; 2025Q3: 64,261 shares; 2025Q4: 66,350 shares 66,350 $4.93M 0.43% +2,089 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: 26,622 shares; 2024Q4: 29,067 shares; 2025Q1: 28,090 shares; 2025Q2: 24,939 shares; 2025Q3: 27,997 shares; 2025Q4: 25,012 shares 25,012 $4.88M 0.42% -2,985 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: 11,933 shares; 2024Q4: 12,265 shares; 2025Q1: 12,552 shares; 2025Q2: 12,796 shares; 2025Q3: 13,890 shares; 2025Q4: 14,327 shares 14,327 $4.84M 0.42% +437 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: 26,551 shares; 2024Q4: 27,654 shares; 2025Q1: 27,888 shares; 2025Q2: 19,971 shares; 2025Q3: 18,897 shares; 2025Q4: 19,545 shares 19,545 $4.71M 0.41% +648 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: 7,579 shares; 2024Q4: 7,593 shares; 2025Q1: 14,039 shares; 2025Q2: 14,732 shares; 2025Q3: 15,616 shares; 2025Q4: 15,889 shares 15,889 $4.53M 0.39% +273 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: 18,082 shares; 2024Q4: 20,869 shares; 2025Q1: 20,856 shares; 2025Q2: 20,499 shares; 2025Q3: 21,581 shares; 2025Q4: 21,839 shares 21,839 $4.52M 0.39% +258 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,625 shares; 2024Q4: 3,883 shares; 2025Q1: 4,472 shares; 2025Q2: 4,644 shares; 2025Q3: 4,753 shares; 2025Q4: 4,897 shares 4,897 $4.3M 0.37% +144 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,796 shares; 2024Q4: 3,228 shares; 2025Q1: 3,354 shares; 2025Q2: 4,696 shares; 2025Q3: 4,406 shares; 2025Q4: 6,824 shares 6,824 $4.28M 0.37% +2,418 Timeline VGZ VISTA GOLD CORP More: the full row for VISTA GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,970,739 shares; 2025Q1: 1,970,739 shares; 2025Q2: 2,150,539 shares; 2025Q3: 2,150,539 shares; 2025Q4: 2,150,539 shares 2,150,539 $4.24M 0.37% 0 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: 4,848 shares; 2024Q4: 5,285 shares; 2025Q1: 5,270 shares; 2025Q2: 36,611 shares; 2025Q3: 40,675 shares; 2025Q4: 44,184 shares 44,184 $4.21M 0.36% +3,509 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,454 shares; 2025Q3: 61,975 shares; 2025Q4: 84,134 shares 84,134 $4.17M 0.36% +22,159 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: 36,577 shares; 2024Q4: 38,371 shares; 2025Q1: 38,695 shares; 2025Q2: 37,368 shares; 2025Q3: 36,063 shares; 2025Q4: 36,182 shares 36,182 $4.12M 0.36% +119 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: 41,681 shares; 2024Q4: 45,856 shares; 2025Q1: 51,185 shares; 2025Q2: 51,695 shares; 2025Q3: 53,469 shares; 2025Q4: 57,671 shares 57,671 $4.03M 0.35% +4,202 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: 29,578 shares; 2024Q4: 30,124 shares; 2025Q1: 29,073 shares; 2025Q2: 43,528 shares; 2025Q3: 47,730 shares; 2025Q4: 52,287 shares 52,287 $4.03M 0.35% +4,557 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: 30,937 shares; 2024Q4: 32,683 shares; 2025Q1: 18,206 shares; 2025Q2: 18,444 shares; 2025Q3: 23,098 shares; 2025Q4: 24,261 shares 24,261 $3.95M 0.34% +1,163 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: 60,345 shares; 2024Q4: 61,388 shares; 2025Q1: 59,418 shares; 2025Q2: 59,418 shares; 2025Q3: 59,693 shares; 2025Q4: 59,693 shares 59,693 $3.94M 0.34% 0 Timeline EPU 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: 35,794 shares; 2024Q4: 41,398 shares; 2025Q1: 53,284 shares; 2025Q2: 54,468 shares; 2025Q3: 54,064 shares; 2025Q4: 53,464 shares 53,464 $3.87M 0.34% -600 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,209 shares; 2024Q4: 4,450 shares; 2025Q1: 4,668 shares; 2025Q2: 4,697 shares; 2025Q3: 4,625 shares; 2025Q4: 4,708 shares 4,708 $3.86M 0.33% +83 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,973 shares; 2024Q4: 70,741 shares; 2025Q1: 73,843 shares; 2025Q2: 72,917 shares; 2025Q3: 73,554 shares; 2025Q4: 73,651 shares 73,651 $3.75M 0.32% +97 Timeline LYV LIVE NATION ENTERTAINMENT IN More: the full row for LIVE NATION ENTERTAINMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,007 shares; 2024Q4: 23,742 shares; 2025Q1: 24,691 shares; 2025Q2: 25,163 shares; 2025Q3: 24,766 shares; 2025Q4: 26,169 shares 26,169 $3.73M 0.32% +1,403 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: 6,294 shares; 2024Q4: 6,889 shares; 2025Q1: 12,585 shares; 2025Q2: 14,493 shares; 2025Q3: 6,986 shares; 2025Q4: 6,566 shares 6,566 $3.72M 0.32% -420 Timeline PAG PENSKE AUTOMOTIVE GRP INC More: the full row for PENSKE AUTOMOTIVE GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,925 shares; 2024Q4: 17,561 shares; 2025Q1: 20,653 shares; 2025Q2: 21,436 shares; 2025Q3: 21,441 shares; 2025Q4: 22,989 shares 22,989 $3.64M 0.32% +1,548 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,240 shares 22,240 $3.6M 0.31% new Timeline EPOL 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: 83,490 shares; 2024Q4: 92,980 shares; 2025Q1: 107,123 shares; 2025Q2: 107,736 shares; 2025Q3: 101,608 shares; 2025Q4: 102,376 shares 102,376 $3.6M 0.31% +768 Timeline EWI 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: 57,381 shares; 2024Q4: 61,795 shares; 2025Q1: 64,972 shares; 2025Q2: 65,656 shares; 2025Q3: 63,608 shares; 2025Q4: 64,085 shares 64,085 $3.48M 0.3% +477 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,515 shares; 2024Q4: 10,658 shares; 2025Q1: 9,549 shares; 2025Q2: 13,303 shares; 2025Q3: 54,853 shares; 2025Q4: 67,222 shares 67,222 $3.39M 0.29% +12,369 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: 774 shares; 2024Q4: 1,574 shares; 2025Q1: not reported; 2025Q2: 15,785 shares; 2025Q3: 17,330 shares; 2025Q4: 18,311 shares 18,311 $3.37M 0.29% +981 Timeline WTV WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 34,623 shares; 2025Q1: 41,784 shares; 2025Q2: 32,765 shares; 2025Q3: 34,244 shares; 2025Q4: 35,951 shares 35,951 $3.35M 0.29% +1,707 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: 64,610 shares; 2024Q4: 72,987 shares; 2025Q1: 48,382 shares; 2025Q2: 49,438 shares; 2025Q3: 51,507 shares; 2025Q4: 54,523 shares 54,523 $3.27M 0.28% +3,016 Timeline EHC ENCOMPASS HEALTH CORP More: the full row for ENCOMPASS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 27,426 shares; 2025Q2: 27,656 shares; 2025Q3: 28,380 shares; 2025Q4: 30,264 shares 30,264 $3.21M 0.28% +1,884 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,557 shares; 2025Q1: 2,838 shares; 2025Q2: 2,964 shares; 2025Q3: 2,840 shares; 2025Q4: 2,974 shares 2,974 $3.18M 0.28% +134 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,066 shares; 2025Q3: 24,207 shares; 2025Q4: 31,709 shares 31,709 $3.18M 0.28% +7,502 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,902 shares; 2024Q4: 3,103 shares; 2025Q1: 3,346 shares; 2025Q2: 14,841 shares; 2025Q3: 16,444 shares; 2025Q4: 16,976 shares 16,976 $3.15M 0.27% +532 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,110 shares; 2024Q4: 54,922 shares; 2025Q1: 65,891 shares; 2025Q2: 68,522 shares; 2025Q3: 71,932 shares; 2025Q4: 75,033 shares 75,033 $3.1M 0.27% +3,101 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,356 shares; 2024Q4: 23,654 shares; 2025Q1: 28,357 shares; 2025Q2: 29,446 shares; 2025Q3: 30,725 shares; 2025Q4: 31,848 shares 31,848 $3.1M 0.27% +1,123 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: 58,890 shares; 2024Q4: 81,495 shares; 2025Q1: 72,467 shares; 2025Q2: 120,361 shares; 2025Q3: 128,473 shares; 2025Q4: 124,595 shares 124,595 $3.09M 0.27% -3,878 Timeline EIS ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 25,548 shares; 2025Q2: 26,584 shares; 2025Q3: 27,439 shares; 2025Q4: 27,985 shares 27,985 $3.08M 0.27% +546 Timeline ARGX ARGENX SE More: the full row for ARGENX SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,653 shares 3,653 $3.07M 0.27% new Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,940 shares; 2025Q3: 5,217 shares; 2025Q4: 5,493 shares 5,493 $3.04M 0.26% +276 Timeline BDC BELDEN INC More: the full row for BELDEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,564 shares; 2024Q4: 34,879 shares; 2025Q1: 36,573 shares; 2025Q2: 25,666 shares; 2025Q3: 25,081 shares; 2025Q4: 25,927 shares 25,927 $3.02M 0.26% +846 Timeline KIM KIMCO REALTY CORP More: the full row for KIMCO REALTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,425 shares; 2024Q4: 106,767 shares; 2025Q1: 128,586 shares; 2025Q2: 135,519 shares; 2025Q3: 135,368 shares; 2025Q4: 147,675 shares 147,675 $2.99M 0.26% +12,307 Timeline MTG MGIC INVT CORP WIS More: the full row for MGIC INVT CORP WIS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,807 shares; 2024Q4: 88,317 shares; 2025Q1: 98,841 shares; 2025Q2: 99,981 shares; 2025Q3: 96,666 shares; 2025Q4: 101,771 shares 101,771 $2.97M 0.26% +5,105 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: 9,307 shares; 2024Q4: 12,053 shares; 2025Q1: 14,834 shares; 2025Q2: 15,762 shares; 2025Q3: 23,768 shares; 2025Q4: 25,180 shares 25,180 $2.92M 0.25% +1,412 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: 7,052 shares; 2024Q4: 9,539 shares; 2025Q1: 9,576 shares; 2025Q2: 9,444 shares; 2025Q3: 9,654 shares; 2025Q4: 9,740 shares 9,740 $2.89M 0.25% +86 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,300 shares; 2024Q4: 20,300 shares; 2025Q1: 19,725 shares; 2025Q2: 19,725 shares; 2025Q3: 18,539 shares; 2025Q4: 18,539 shares 18,539 $2.88M 0.25% 0 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,070 shares; 2024Q4: 10,046 shares; 2025Q1: 9,801 shares; 2025Q2: 9,696 shares; 2025Q3: 9,737 shares; 2025Q4: 9,911 shares 9,911 $2.87M 0.25% +174 Timeline EWY ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 29,353 shares 29,353 $2.85M 0.25% new Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,746 shares; 2025Q3: 5,500 shares; 2025Q4: 6,054 shares 6,054 $2.84M 0.25% +554 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: 13,782 shares; 2024Q4: 13,750 shares; 2025Q1: 12,796 shares; 2025Q2: 12,882 shares; 2025Q3: 18,528 shares; 2025Q4: 17,616 shares 17,616 $2.84M 0.25% -912 Timeline MLI MUELLER INDS INC More: the full row for MUELLER 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: 16,947 shares; 2025Q2: 18,687 shares; 2025Q3: 23,146 shares; 2025Q4: 24,438 shares 24,438 $2.81M 0.24% +1,292 Timeline GEN GEN DIGITAL INC More: the full row for GEN DIGITAL 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: 89,471 shares; 2025Q2: 91,882 shares; 2025Q3: 94,801 shares; 2025Q4: 101,860 shares 101,860 $2.77M 0.24% +7,059 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: 25,633 shares; 2024Q4: 28,272 shares; 2025Q1: 27,755 shares; 2025Q2: 28,272 shares; 2025Q3: 10,026 shares; 2025Q4: 10,620 shares 10,620 $2.73M 0.24% +594 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: 37,449 shares; 2025Q1: 36,527 shares; 2025Q2: 36,587 shares; 2025Q3: 31,682 shares; 2025Q4: 30,985 shares 30,985 $2.71M 0.24% -697 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: 2,893 shares; 2024Q4: 2,770 shares; 2025Q1: 2,897 shares; 2025Q2: 12,213 shares; 2025Q3: 14,530 shares; 2025Q4: 14,722 shares 14,722 $2.7M 0.23% +192 Timeline IBND SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 77,586 shares; 2025Q4: 83,911 shares 83,911 $2.69M 0.23% +6,325 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: 25,442 shares; 2024Q4: 24,977 shares; 2025Q1: 23,716 shares; 2025Q2: 24,168 shares; 2025Q3: 22,621 shares; 2025Q4: 29,929 shares 29,929 $2.68M 0.23% +7,308 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: 12,483 shares; 2024Q4: 18,029 shares; 2025Q1: 17,801 shares; 2025Q2: 15,708 shares; 2025Q3: 17,259 shares; 2025Q4: 16,885 shares 16,885 $2.57M 0.22% -374 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: 22,709 shares; 2024Q4: 11,930 shares; 2025Q1: 9,255 shares; 2025Q2: 6,844 shares; 2025Q3: 22,171 shares; 2025Q4: 24,319 shares 24,319 $2.56M 0.22% +2,148 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: 6,778 shares; 2024Q4: 8,256 shares; 2025Q1: 7,768 shares; 2025Q2: 14,008 shares; 2025Q3: 16,705 shares; 2025Q4: 17,502 shares 17,502 $2.51M 0.22% +797 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: 4,258 shares; 2024Q4: 4,355 shares; 2025Q1: 4,312 shares; 2025Q2: 4,272 shares; 2025Q3: 4,236 shares; 2025Q4: 4,253 shares 4,253 $2.43M 0.21% +17 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,523 shares; 2024Q4: 6,498 shares; 2025Q1: 6,446 shares; 2025Q2: 6,241 shares; 2025Q3: 6,178 shares; 2025Q4: 6,218 shares 6,218 $2.42M 0.21% +40 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,920 shares; 2024Q4: 2,065 shares; 2025Q1: 2,099 shares; 2025Q2: not reported; 2025Q3: 14,330 shares; 2025Q4: 14,837 shares 14,837 $2.42M 0.21% +507 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25,816 shares; 2025Q4: 28,850 shares 28,850 $2.41M 0.21% +3,034 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,894 shares; 2025Q3: 26,125 shares; 2025Q4: 29,161 shares 29,161 $2.38M 0.21% +3,036 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: 26,470 shares; 2024Q4: 26,828 shares; 2025Q1: 26,928 shares; 2025Q2: 29,351 shares; 2025Q3: 32,000 shares; 2025Q4: 35,295 shares 35,295 $2.37M 0.21% +3,295 Timeline MTUM 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: 7,627 shares; 2025Q2: 9,271 shares; 2025Q3: 9,144 shares; 2025Q4: 9,407 shares 9,407 $2.35M 0.2% +263 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: 7,635 shares; 2024Q4: 9,618 shares; 2025Q1: 9,505 shares; 2025Q2: 8,936 shares; 2025Q3: 10,077 shares; 2025Q4: 10,265 shares 10,265 $2.35M 0.2% +188 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: 8,162 shares; 2024Q4: 8,112 shares; 2025Q1: 8,099 shares; 2025Q2: 7,890 shares; 2025Q3: 7,958 shares; 2025Q4: 8,089 shares 8,089 $2.34M 0.2% +131 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: 24,019 shares; 2024Q4: 24,485 shares; 2025Q1: 24,806 shares; 2025Q2: 25,571 shares; 2025Q3: 26,836 shares; 2025Q4: 27,872 shares 27,872 $2.27M 0.2% +1,036 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: 22,486 shares; 2024Q4: 23,104 shares; 2025Q1: 22,455 shares; 2025Q2: 28,960 shares; 2025Q3: 29,887 shares; 2025Q4: 29,480 shares 29,480 $2.26M 0.2% -407 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: 27,575 shares; 2024Q4: 31,741 shares; 2025Q1: 31,191 shares; 2025Q2: 31,276 shares; 2025Q3: 37,882 shares; 2025Q4: 40,446 shares 40,446 $2.22M 0.19% +2,564 Timeline CPAI NORTHERN LTS FD TR III More: the full row for NORTHERN LTS FD TR III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 53,682 shares; 2025Q3: 52,021 shares; 2025Q4: 55,311 shares 55,311 $2.22M 0.19% +3,290 Timeline HAS HASBRO INC More: the full row for HASBRO 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: 13,419 shares; 2025Q3: 24,547 shares; 2025Q4: 26,800 shares 26,800 $2.2M 0.19% +2,253 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS 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: 41,935 shares; 2025Q2: 43,916 shares; 2025Q3: 45,801 shares; 2025Q4: 48,214 shares 48,214 $2.14M 0.19% +2,413 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,799 shares; 2025Q3: 12,359 shares; 2025Q4: 13,115 shares 13,115 $2.11M 0.18% +756 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: 4,429 shares; 2024Q4: 4,955 shares; 2025Q1: 4,562 shares; 2025Q2: 4,421 shares; 2025Q3: 5,045 shares; 2025Q4: 5,821 shares 5,821 $2M 0.17% +776 Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,804 shares; 2024Q4: 35,929 shares; 2025Q1: 35,715 shares; 2025Q2: 35,762 shares; 2025Q3: 35,772 shares; 2025Q4: 35,727 shares 35,727 $1.93M 0.17% -45 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: 7,140 shares; 2024Q4: 7,463 shares; 2025Q1: 7,267 shares; 2025Q2: 6,497 shares; 2025Q3: 6,124 shares; 2025Q4: 7,192 shares 7,192 $1.91M 0.17% +1,068 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,856 shares; 2025Q2: 12,613 shares; 2025Q3: 14,079 shares; 2025Q4: 15,491 shares 15,491 $1.9M 0.16% +1,412 Timeline EWBC EAST WEST BANCORP INC More: the full row for EAST WEST BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,659 shares; 2024Q4: 11,958 shares; 2025Q1: 14,473 shares; 2025Q2: 15,645 shares; 2025Q3: 15,602 shares; 2025Q4: 16,876 shares 16,876 $1.9M 0.16% +1,274 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: 7,811 shares; 2024Q4: 9,100 shares; 2025Q1: 8,964 shares; 2025Q2: 9,600 shares; 2025Q3: 10,191 shares; 2025Q4: 10,683 shares 10,683 $1.9M 0.16% +492 Timeline ACM AECOM More: the full row for AECOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,147 shares; 2024Q4: 14,877 shares; 2025Q1: 15,464 shares; 2025Q2: 16,480 shares; 2025Q3: 17,915 shares; 2025Q4: 19,888 shares 19,888 $1.9M 0.16% +1,973 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: 2,599 shares; 2024Q4: 2,562 shares; 2025Q1: 2,286 shares; 2025Q2: 3,248 shares; 2025Q3: 3,094 shares; 2025Q4: 3,070 shares 3,070 $1.89M 0.16% -24 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,801 shares; 2024Q4: 4,312 shares; 2025Q1: 4,140 shares; 2025Q2: 4,467 shares; 2025Q3: 6,475 shares; 2025Q4: 13,200 shares 13,200 $1.78M 0.15% +6,725 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,599 shares; 2024Q4: 5,861 shares; 2025Q1: 5,495 shares; 2025Q2: 5,406 shares; 2025Q3: 6,066 shares; 2025Q4: 6,281 shares 6,281 $1.78M 0.15% +215 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,167 shares; 2024Q4: 15,928 shares; 2025Q1: 16,030 shares; 2025Q2: 16,892 shares; 2025Q3: 17,315 shares; 2025Q4: 22,216 shares 22,216 $1.77M 0.15% +4,901 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: 8,632 shares; 2024Q4: 7,748 shares; 2025Q1: 7,566 shares; 2025Q2: 19,711 shares; 2025Q3: 20,940 shares; 2025Q4: 22,087 shares 22,087 $1.77M 0.15% +1,147 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,389 shares; 2025Q2: 7,835 shares; 2025Q3: 8,074 shares; 2025Q4: 8,702 shares 8,702 $1.77M 0.15% +628 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: 3,572 shares; 2024Q4: 3,677 shares; 2025Q1: 3,661 shares; 2025Q2: 3,659 shares; 2025Q3: 4,426 shares; 2025Q4: 4,390 shares 4,390 $1.74M 0.15% -36 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: 3,202 shares; 2024Q4: 3,204 shares; 2025Q1: 3,720 shares; 2025Q2: 3,725 shares; 2025Q3: 3,552 shares; 2025Q4: 3,781 shares 3,781 $1.71M 0.15% +229 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: not reported; 2025Q1: not reported; 2025Q2: 8,399 shares; 2025Q3: 9,943 shares; 2025Q4: 10,667 shares 10,667 $1.71M 0.15% +724 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: 6,803 shares; 2024Q4: 6,718 shares; 2025Q1: 6,752 shares; 2025Q2: 6,815 shares; 2025Q3: 6,662 shares; 2025Q4: 6,595 shares 6,595 $1.7M 0.15% -67 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,094 shares; 2025Q4: 6,984 shares 6,984 $1.69M 0.15% +890 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: 38,490 shares; 2024Q4: 40,180 shares; 2025Q1: 43,696 shares; 2025Q2: 44,894 shares; 2025Q3: 45,387 shares; 2025Q4: 46,225 shares 46,225 $1.68M 0.15% +838 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,014 shares; 2024Q4: 20,746 shares; 2025Q1: 22,721 shares; 2025Q2: 8,369 shares; 2025Q3: 8,061 shares; 2025Q4: 8,322 shares 8,322 $1.65M 0.14% +261 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: 16,023 shares; 2024Q4: 22,780 shares; 2025Q1: 24,923 shares; 2025Q2: 24,899 shares; 2025Q3: 13,316 shares; 2025Q4: 12,907 shares 12,907 $1.62M 0.14% -409 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,426 shares; 2024Q4: 2,430 shares; 2025Q1: 2,498 shares; 2025Q2: 2,312 shares; 2025Q3: 2,633 shares; 2025Q4: 2,806 shares 2,806 $1.6M 0.14% +173 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,748 shares; 2024Q4: 6,910 shares; 2025Q1: 6,897 shares; 2025Q2: 7,102 shares; 2025Q3: 7,174 shares; 2025Q4: 7,073 shares 7,073 $1.6M 0.14% -101 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: 5,319 shares; 2024Q4: 7,105 shares; 2025Q1: 7,053 shares; 2025Q2: 6,332 shares; 2025Q3: 5,614 shares; 2025Q4: 11,088 shares 11,088 $1.59M 0.14% +5,474 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: 11,159 shares; 2024Q4: 13,387 shares; 2025Q1: 19,066 shares; 2025Q2: 17,268 shares; 2025Q3: 15,799 shares; 2025Q4: 15,782 shares 15,782 $1.58M 0.14% -17 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 111 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 619 shares; 2025Q3: 727 shares; 2025Q4: 781 shares 781 $1.57M 0.14% +54 Timeline PPA 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: 15,853 shares; 2024Q4: 15,393 shares; 2025Q1: 11,672 shares; 2025Q2: 11,663 shares; 2025Q3: 10,974 shares; 2025Q4: 9,895 shares 9,895 $1.55M 0.13% -1,079 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: 14,591 shares; 2024Q4: 13,727 shares; 2025Q1: 13,606 shares; 2025Q2: 6,356 shares; 2025Q3: 6,711 shares; 2025Q4: 7,223 shares 7,223 $1.55M 0.13% +512 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: 10,192 shares; 2024Q4: 10,665 shares; 2025Q1: 11,334 shares; 2025Q2: 2,544 shares; 2025Q3: 2,308 shares; 2025Q4: 2,667 shares 2,667 $1.55M 0.13% +359 Timeline XTN SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,878 shares; 2024Q4: 17,878 shares; 2025Q1: 17,878 shares; 2025Q2: 17,878 shares; 2025Q3: 16,757 shares; 2025Q4: 16,757 shares 16,757 $1.53M 0.13% 0 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: 7,810 shares; 2024Q4: 8,145 shares; 2025Q1: 8,070 shares; 2025Q2: 7,243 shares; 2025Q3: 8,275 shares; 2025Q4: 8,843 shares 8,843 $1.51M 0.13% +568 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: 10,634 shares; 2024Q4: 11,114 shares; 2025Q1: 10,895 shares; 2025Q2: 10,087 shares; 2025Q3: 10,409 shares; 2025Q4: 10,525 shares 10,525 $1.51M 0.13% +116 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: 1,680 shares; 2024Q4: 5,162 shares; 2025Q1: 6,101 shares; 2025Q2: 6,503 shares; 2025Q3: 6,380 shares; 2025Q4: 7,203 shares 7,203 $1.5M 0.13% +823 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: 6,292 shares; 2024Q4: 6,313 shares; 2025Q1: 4,941 shares; 2025Q2: 4,901 shares; 2025Q3: 4,807 shares; 2025Q4: 4,684 shares 4,684 $1.49M 0.13% -123 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,396 shares; 2025Q2: 17,001 shares; 2025Q3: 17,932 shares; 2025Q4: 19,239 shares 19,239 $1.49M 0.13% +1,307 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: 2,983 shares; 2024Q4: 2,976 shares; 2025Q1: 2,982 shares; 2025Q2: 2,930 shares; 2025Q3: 2,968 shares; 2025Q4: 2,918 shares 2,918 $1.49M 0.13% -50 Timeline PBD INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 91,821 shares 91,821 $1.48M 0.13% new Timeline EMB 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: 16,399 shares; 2024Q4: 16,066 shares; 2025Q1: 15,828 shares; 2025Q2: 15,992 shares; 2025Q3: 15,169 shares; 2025Q4: 15,285 shares 15,285 $1.47M 0.13% +116 Timeline LEMB 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: 37,123 shares; 2024Q4: 36,437 shares; 2025Q1: 36,393 shares; 2025Q2: 36,688 shares; 2025Q3: 34,648 shares; 2025Q4: 35,383 shares 35,383 $1.47M 0.13% +735 Timeline PRN 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: 9,186 shares; 2025Q1: 9,252 shares; 2025Q2: 9,361 shares; 2025Q3: 9,026 shares; 2025Q4: 8,412 shares 8,412 $1.47M 0.13% -614 Timeline GHYG 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: 31,492 shares; 2024Q4: 30,835 shares; 2025Q1: 30,510 shares; 2025Q2: 30,890 shares; 2025Q3: 29,393 shares; 2025Q4: 31,626 shares 31,626 $1.46M 0.13% +2,233 Timeline PNQI 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: 37,009 shares; 2024Q4: 36,252 shares; 2025Q1: 29,387 shares; 2025Q2: 29,499 shares; 2025Q3: 28,030 shares; 2025Q4: 26,954 shares 26,954 $1.45M 0.13% -1,076 Timeline EMHY 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: 37,783 shares; 2024Q4: 36,857 shares; 2025Q1: 36,220 shares; 2025Q2: 36,655 shares; 2025Q3: 34,801 shares; 2025Q4: 35,957 shares 35,957 $1.45M 0.13% +1,156 Timeline PSI 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: 18,139 shares 18,139 $1.43M 0.12% new Timeline CEMB ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 30,047 shares; 2025Q2: 30,336 shares; 2025Q3: 29,044 shares; 2025Q4: 31,171 shares 31,171 $1.43M 0.12% +2,127 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,696 shares; 2024Q4: 4,718 shares; 2025Q1: 4,633 shares; 2025Q2: 4,573 shares; 2025Q3: 4,620 shares; 2025Q4: 4,737 shares 4,737 $1.4M 0.12% +117 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: 5,556 shares; 2024Q4: 5,814 shares; 2025Q1: 6,279 shares; 2025Q2: 5,794 shares; 2025Q3: 5,625 shares; 2025Q4: 6,036 shares 6,036 $1.4M 0.12% +411 Timeline GGME 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: 25,944 shares; 2025Q2: 26,050 shares; 2025Q3: 24,638 shares; 2025Q4: 23,408 shares 23,408 $1.39M 0.12% -1,230 Timeline KNCT 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: 10,331 shares 10,331 $1.38M 0.12% new Timeline QTEC 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: 85,797 shares; 2024Q4: 93,209 shares; 2025Q1: 106,985 shares; 2025Q2: 12,229 shares; 2025Q3: 10,266 shares; 2025Q4: 5,953 shares 5,953 $1.37M 0.12% -4,313 Timeline ATI ATI INC More: the full row for ATI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,932 shares 11,932 $1.37M 0.12% new Timeline DVOL 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: 39,030 shares; 2025Q3: 40,442 shares; 2025Q4: 38,978 shares 38,978 $1.37M 0.12% -1,464 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: 5,886 shares; 2024Q4: 7,042 shares; 2025Q1: 7,042 shares; 2025Q2: 6,242 shares; 2025Q3: 5,670 shares; 2025Q4: 6,210 shares 6,210 $1.36M 0.12% +540 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: 6,718 shares; 2024Q4: 7,067 shares; 2025Q1: 7,048 shares; 2025Q2: 7,324 shares; 2025Q3: 8,362 shares; 2025Q4: 8,760 shares 8,760 $1.33M 0.11% +398 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,941 shares; 2024Q4: 11,332 shares; 2025Q1: 12,096 shares; 2025Q2: 9,843 shares; 2025Q3: 8,786 shares; 2025Q4: 9,036 shares 9,036 $1.32M 0.11% +250 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,834 shares; 2024Q4: 50,793 shares; 2025Q1: 43,888 shares; 2025Q2: 46,172 shares; 2025Q3: 47,514 shares; 2025Q4: 44,266 shares 44,266 $1.32M 0.11% -3,248 Timeline EXC EXELON CORP More: the full row for EXELON 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: 25,191 shares; 2025Q3: 28,097 shares; 2025Q4: 30,301 shares 30,301 $1.32M 0.11% +2,204 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,768 shares; 2024Q4: 10,006 shares; 2025Q1: 9,840 shares; 2025Q2: 9,406 shares; 2025Q3: 9,525 shares; 2025Q4: 9,655 shares 9,655 $1.31M 0.11% +130 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: 2,596 shares; 2024Q4: 2,730 shares; 2025Q1: 2,554 shares; 2025Q2: 2,781 shares; 2025Q3: 3,227 shares; 2025Q4: 3,523 shares 3,523 $1.3M 0.11% +296 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: 7,673 shares; 2024Q4: 7,408 shares; 2025Q1: 7,961 shares; 2025Q2: 7,341 shares; 2025Q3: 12,562 shares; 2025Q4: 13,911 shares 13,911 $1.3M 0.11% +1,349 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: 6,762 shares; 2024Q4: 6,855 shares; 2025Q1: 6,166 shares; 2025Q2: 2,895 shares; 2025Q3: 3,293 shares; 2025Q4: 3,857 shares 3,857 $1.27M 0.11% +564 Timeline FTXO 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: 35,489 shares; 2025Q1: 38,068 shares; 2025Q2: 38,540 shares; 2025Q3: 36,789 shares; 2025Q4: 32,961 shares 32,961 $1.25M 0.11% -3,828 Timeline PBW 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: 40,384 shares 40,384 $1.23M 0.11% new Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 979 shares; 2024Q4: 1,006 shares; 2025Q1: 1,346 shares; 2025Q2: 1,585 shares; 2025Q3: 1,592 shares; 2025Q4: 1,584 shares 1,584 $1.22M 0.11% -8 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,684 shares; 2024Q4: 3,419 shares; 2025Q1: 3,625 shares; 2025Q2: 3,747 shares; 2025Q3: 3,528 shares; 2025Q4: 3,555 shares 3,555 $1.2M 0.1% +27 Timeline NBIX NEUROCRINE BIOSCIENCES INC More: the full row for NEUROCRINE BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,437 shares 8,437 $1.2M 0.1% new Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,475 shares; 2024Q4: 17,046 shares; 2025Q1: 16,644 shares; 2025Q2: 16,766 shares; 2025Q3: 16,896 shares; 2025Q4: 18,494 shares 18,494 $1.18M 0.1% +1,598 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,128 shares; 2025Q3: 18,616 shares; 2025Q4: 19,500 shares 19,500 $1.17M 0.1% +884 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: 2,399 shares; 2024Q4: 2,861 shares; 2025Q1: 2,546 shares; 2025Q2: 2,377 shares; 2025Q3: 2,320 shares; 2025Q4: 2,416 shares 2,416 $1.17M 0.1% +96 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: 6,118 shares; 2024Q4: 5,914 shares; 2025Q1: 5,079 shares; 2025Q2: 5,274 shares; 2025Q3: 5,380 shares; 2025Q4: 5,968 shares 5,968 $1.16M 0.1% +588 Timeline FWONK LIBERTY MEDIA CORP DEL More: the full row for LIBERTY MEDIA CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,929 shares; 2025Q1: 12,705 shares; 2025Q2: 10,000 shares; 2025Q3: 10,462 shares; 2025Q4: 11,251 shares 11,251 $1.11M 0.1% +789 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: 2,973 shares; 2024Q4: 5,623 shares; 2025Q1: 5,471 shares; 2025Q2: 5,230 shares; 2025Q3: 5,340 shares; 2025Q4: 5,417 shares 5,417 $1.1M 0.1% +77 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: 1,075 shares; 2024Q4: 1,962 shares; 2025Q1: 1,881 shares; 2025Q2: 3,740 shares; 2025Q3: 3,206 shares; 2025Q4: 3,279 shares 3,279 $1.1M 0.1% +73 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: 5,568 shares; 2024Q4: 5,624 shares; 2025Q1: 5,288 shares; 2025Q2: 12,468 shares; 2025Q3: 13,368 shares; 2025Q4: 4,816 shares 4,816 $1.1M 0.1% -8,552 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC 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: 5,387 shares; 2025Q4: 7,980 shares 7,980 $1.09M 0.09% +2,593 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: 4,689 shares; 2024Q4: 5,225 shares; 2025Q1: 5,571 shares; 2025Q2: 5,935 shares; 2025Q3: 2,152 shares; 2025Q4: 2,335 shares 2,335 $1.09M 0.09% +183 Timeline FBT FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,240 shares 5,240 $1.08M 0.09% new Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 123,364 shares; 2024Q4: 126,197 shares; 2025Q1: 61,574 shares; 2025Q2: 44,851 shares; 2025Q3: 23,880 shares; 2025Q4: 17,875 shares 17,875 $1.08M 0.09% -6,005 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,910 shares; 2024Q4: 3,806 shares; 2025Q1: 3,653 shares; 2025Q2: 3,629 shares; 2025Q3: 3,314 shares; 2025Q4: 3,428 shares 3,428 $1.06M 0.09% +114 Timeline USFD US FOODS HLDG CORP More: the full row for US FOODS HLDG 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: 12,427 shares; 2025Q3: 13,214 shares; 2025Q4: 14,057 shares 14,057 $1.06M 0.09% +843 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: 12,670 shares; 2024Q4: 12,639 shares; 2025Q1: 12,670 shares; 2025Q2: 12,479 shares; 2025Q3: 12,387 shares; 2025Q4: 12,485 shares 12,485 $1.05M 0.09% +98 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,456 shares; 2024Q4: 9,813 shares; 2025Q1: 9,980 shares; 2025Q2: 9,720 shares; 2025Q3: 9,272 shares; 2025Q4: 9,516 shares 9,516 $1.05M 0.09% +244 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: 1,328 shares; 2024Q4: 1,271 shares; 2025Q1: 1,170 shares; 2025Q2: 1,190 shares; 2025Q3: 1,183 shares; 2025Q4: 1,390 shares 1,390 $1.05M 0.09% +207 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: 22,909 shares; 2024Q4: 20,121 shares; 2025Q1: 6,879 shares; 2025Q2: 6,193 shares; 2025Q3: 7,832 shares; 2025Q4: 8,173 shares 8,173 $1.04M 0.09% +341 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,168 shares; 2025Q1: 4,060 shares; 2025Q2: 4,240 shares; 2025Q3: 4,835 shares; 2025Q4: 5,826 shares 5,826 $1.04M 0.09% +991 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: 4,238 shares; 2024Q4: 4,253 shares; 2025Q1: 4,170 shares; 2025Q2: 4,005 shares; 2025Q3: 5,291 shares; 2025Q4: 5,572 shares 5,572 $1.03M 0.09% +281 Timeline QSR RESTAURANT BRANDS INTL INC More: the full row for RESTAURANT BRANDS 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: 14,166 shares; 2025Q4: 14,887 shares 14,887 $1.02M 0.09% +721 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: 59,125 shares; 2024Q4: 59,141 shares; 2025Q1: 59,141 shares; 2025Q2: 59,141 shares; 2025Q3: 59,671 shares; 2025Q4: 60,989 shares 60,989 $1.01M 0.09% +1,318 Timeline FAN 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: not reported; 2025Q4: 49,123 shares 49,123 $1.01M 0.09% new 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: 1,871 shares; 2024Q4: 1,887 shares; 2025Q1: 1,817 shares; 2025Q2: 2,163 shares; 2025Q3: 3,768 shares; 2025Q4: 4,303 shares 4,303 $985K 0.09% +535 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: 14,820 shares; 2024Q4: 11,666 shares; 2025Q1: 9,152 shares; 2025Q2: 9,007 shares; 2025Q3: 9,469 shares; 2025Q4: 9,779 shares 9,779 $977K 0.08% +310 Timeline BGH BARINGS GLOBAL SHORT DURATIO More: the full row for BARINGS GLOBAL SHORT DURATIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 60,593 shares; 2025Q3: 62,006 shares; 2025Q4: 63,501 shares 63,501 $953K 0.08% +1,495 Timeline CG CARLYLE GROUP INC More: the full row for CARLYLE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,134 shares; 2025Q4: 16,084 shares 16,084 $951K 0.08% +950 Timeline ATEN A10 NETWORKS INC More: the full row for A10 NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 50,574 shares; 2025Q4: 52,393 shares 52,393 $927K 0.08% +1,819 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,001 shares; 2024Q4: 4,001 shares; 2025Q1: 4,001 shares; 2025Q2: 3,831 shares; 2025Q3: 4,019 shares; 2025Q4: 4,017 shares 4,017 $916K 0.08% -2 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,748 shares; 2025Q1: 1,774 shares; 2025Q2: 1,784 shares; 2025Q3: 1,892 shares; 2025Q4: 6,139 shares 6,139 $889K 0.08% +4,247 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: 4,878 shares; 2024Q4: 4,897 shares; 2025Q1: 5,046 shares; 2025Q2: 4,074 shares; 2025Q3: 4,180 shares; 2025Q4: 3,971 shares 3,971 $871K 0.08% -209 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,500 shares; 2024Q4: 7,007 shares; 2025Q1: 6,772 shares; 2025Q2: 6,518 shares; 2025Q3: 6,582 shares; 2025Q4: 8,947 shares 8,947 $869K 0.08% +2,365 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: 3,212 shares; 2024Q4: 3,051 shares; 2025Q1: 3,035 shares; 2025Q2: 3,190 shares; 2025Q3: 3,037 shares; 2025Q4: 3,195 shares 3,195 $857K 0.07% +158 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: 4,688 shares; 2024Q4: 4,736 shares; 2025Q1: 4,507 shares; 2025Q2: 4,483 shares; 2025Q3: 4,950 shares; 2025Q4: 5,476 shares 5,476 $841K 0.07% +526 Timeline PHK PIMCO HIGH INCOME FD More: the full row for PIMCO HIGH INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 171,232 shares; 2025Q3: 166,121 shares; 2025Q4: 171,108 shares 171,108 $832K 0.07% +4,987 Timeline BBDC BARINGS BDC INC More: the full row for BARINGS BDC 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: 90,011 shares; 2025Q3: 86,948 shares; 2025Q4: 89,451 shares 89,451 $821K 0.07% +2,503 Timeline UGI UGI CORP NEW More: the full row for UGI CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,672 shares; 2024Q4: 18,318 shares; 2025Q1: 18,007 shares; 2025Q2: 18,938 shares; 2025Q3: 20,678 shares; 2025Q4: 21,897 shares 21,897 $820K 0.07% +1,219 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: 1,683 shares; 2024Q4: 1,674 shares; 2025Q1: 3,761 shares; 2025Q2: 3,668 shares; 2025Q3: 3,478 shares; 2025Q4: 3,738 shares 3,738 $811K 0.07% +260 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: 6,365 shares; 2024Q4: 5,680 shares; 2025Q1: 5,631 shares; 2025Q2: 5,748 shares; 2025Q3: 6,479 shares; 2025Q4: 6,751 shares 6,751 $791K 0.07% +272 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,871 shares; 2024Q4: 26,618 shares; 2025Q1: 26,164 shares; 2025Q2: 26,370 shares; 2025Q3: 23,189 shares; 2025Q4: 21,490 shares 21,490 $787K 0.07% -1,699 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: 12,205 shares; 2024Q4: 12,634 shares; 2025Q1: 5,233 shares; 2025Q2: 5,116 shares; 2025Q3: 5,944 shares; 2025Q4: 6,738 shares 6,738 $786K 0.07% +794 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: 1,161 shares; 2024Q4: 1,421 shares; 2025Q1: 1,515 shares; 2025Q2: 1,432 shares; 2025Q3: 1,868 shares; 2025Q4: 2,547 shares 2,547 $785K 0.07% +679 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: 908 shares; 2024Q4: 2,306 shares; 2025Q1: 2,497 shares; 2025Q2: 2,613 shares; 2025Q3: 2,613 shares; 2025Q4: 2,965 shares 2,965 $765K 0.07% +352 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: 993 shares; 2024Q4: 1,041 shares; 2025Q1: 978 shares; 2025Q2: 1,008 shares; 2025Q3: 1,240 shares; 2025Q4: 1,458 shares 1,458 $762K 0.07% +218 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: 1,053 shares; 2024Q4: 1,832 shares; 2025Q1: 1,833 shares; 2025Q2: 2,036 shares; 2025Q3: 2,377 shares; 2025Q4: 2,748 shares 2,748 $745K 0.06% +371 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: 9,645 shares; 2024Q4: 9,007 shares; 2025Q1: 9,007 shares; 2025Q2: 8,967 shares; 2025Q3: 8,792 shares; 2025Q4: 6,892 shares 6,892 $738K 0.06% -1,900 Timeline REZI RESIDEO TECHNOLOGIES INC More: the full row for RESIDEO TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,373 shares; 2024Q4: 15,607 shares; 2025Q1: 16,858 shares; 2025Q2: 17,118 shares; 2025Q3: 19,933 shares; 2025Q4: 21,003 shares 21,003 $738K 0.06% +1,070 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: 6,030 shares; 2025Q1: 6,074 shares; 2025Q2: 6,082 shares; 2025Q3: 6,082 shares; 2025Q4: 8,973 shares 8,973 $728K 0.06% +2,891 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,710 shares; 2024Q4: 4,671 shares; 2025Q1: 4,642 shares; 2025Q2: 4,492 shares; 2025Q3: 4,495 shares; 2025Q4: 4,495 shares 4,495 $716K 0.06% 0 Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 29,160 shares; 2025Q1: 28,444 shares; 2025Q2: 28,479 shares; 2025Q3: 27,825 shares; 2025Q4: 27,874 shares 27,874 $709K 0.06% +49 Timeline LLYVK LIBERTY LIVE HOLDINGS INC More: the full row for LIBERTY LIVE 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,500 shares 8,500 $707K 0.06% new 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: 17,826 shares; 2024Q4: 22,147 shares; 2025Q1: 21,579 shares; 2025Q2: 20,624 shares; 2025Q3: 20,609 shares; 2025Q4: 20,151 shares 20,151 $700K 0.06% -458 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,384 shares; 2024Q4: 5,364 shares; 2025Q1: 5,018 shares; 2025Q2: 4,994 shares; 2025Q3: 4,964 shares; 2025Q4: 5,071 shares 5,071 $699K 0.06% +107 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,136 shares; 2024Q4: 1,838 shares; 2025Q1: 1,931 shares; 2025Q2: 1,889 shares; 2025Q3: 1,918 shares; 2025Q4: 1,959 shares 1,959 $687K 0.06% +41 Timeline FXD 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: 247,903 shares; 2024Q4: 268,575 shares; 2025Q1: 27,227 shares; 2025Q2: 27,357 shares; 2025Q3: 9,670 shares; 2025Q4: 9,464 shares 9,464 $647K 0.06% -206 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: 4,216 shares; 2025Q1: 4,200 shares; 2025Q2: 4,277 shares; 2025Q3: 4,837 shares; 2025Q4: 4,891 shares 4,891 $641K 0.06% +54 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,460 shares; 2024Q4: 4,444 shares; 2025Q1: 4,399 shares; 2025Q2: 4,265 shares; 2025Q3: 4,246 shares; 2025Q4: 4,274 shares 4,274 $637K 0.06% +28 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,695 shares; 2024Q4: 27,846 shares; 2025Q1: 31,462 shares; 2025Q2: 32,234 shares; 2025Q3: 34,276 shares; 2025Q4: 5,061 shares 5,061 $637K 0.06% -29,215 Timeline CELH CELSIUS HLDGS INC More: the full row for CELSIUS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,870 shares; 2025Q4: 13,551 shares 13,551 $620K 0.05% +681 Timeline MTSI MACOM TECH SOLUTIONS HLDGS I More: the full row for MACOM TECH SOLUTIONS HLDGS 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: 2,246 shares; 2025Q3: 3,067 shares; 2025Q4: 3,591 shares 3,591 $615K 0.05% +524 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: 9,342 shares; 2024Q4: 9,981 shares; 2025Q1: 11,578 shares; 2025Q2: 12,055 shares; 2025Q3: 2,714 shares; 2025Q4: 1,951 shares 1,951 $609K 0.05% -763 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,506 shares; 2024Q4: not reported; 2025Q1: 1,506 shares; 2025Q2: 1,506 shares; 2025Q3: 1,506 shares; 2025Q4: 4,289 shares 4,289 $605K 0.05% +2,783 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,391 shares; 2024Q4: 6,722 shares; 2025Q1: 6,435 shares; 2025Q2: 6,109 shares; 2025Q3: 6,486 shares; 2025Q4: 7,438 shares 7,438 $601K 0.05% +952 Timeline SEIC SEI INVTS CO More: the full row for SEI INVTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,501 shares; 2024Q4: 8,476 shares; 2025Q1: 7,579 shares; 2025Q2: 7,520 shares; 2025Q3: 7,257 shares; 2025Q4: 7,252 shares 7,252 $595K 0.05% -5 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: 1,670 shares; 2024Q4: 1,996 shares; 2025Q1: 1,919 shares; 2025Q2: 2,081 shares; 2025Q3: 2,194 shares; 2025Q4: 2,414 shares 2,414 $595K 0.05% +220 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: 1,511 shares; 2024Q4: 1,443 shares; 2025Q1: 965 shares; 2025Q2: 1,209 shares; 2025Q3: 1,380 shares; 2025Q4: 1,369 shares 1,369 $584K 0.05% -11 Timeline FXR 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: 239,297 shares; 2024Q4: 254,035 shares; 2025Q1: 272,167 shares; 2025Q2: 229,519 shares; 2025Q3: 275,024 shares; 2025Q4: 7,265 shares 7,265 $580K 0.05% -267,759 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: 623 shares; 2024Q4: 615 shares; 2025Q1: 631 shares; 2025Q2: 473 shares; 2025Q3: 503 shares; 2025Q4: 535 shares 535 $572K 0.05% +32 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,109 shares; 2024Q4: 9,037 shares; 2025Q1: 8,695 shares; 2025Q2: 8,704 shares; 2025Q3: 8,673 shares; 2025Q4: 6,177 shares 6,177 $568K 0.05% -2,496 Timeline VTHR 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: 1,396 shares; 2024Q4: 1,536 shares; 2025Q1: 1,593 shares; 2025Q2: 1,498 shares; 2025Q3: 1,592 shares; 2025Q4: 1,884 shares 1,884 $566K 0.05% +292 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,307 shares; 2024Q4: 2,059 shares; 2025Q1: 2,022 shares; 2025Q2: 2,008 shares; 2025Q3: 2,071 shares; 2025Q4: 1,469 shares 1,469 $563K 0.05% -602 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,743 shares; 2024Q4: 4,378 shares; 2025Q1: 4,403 shares; 2025Q2: 4,353 shares; 2025Q3: 4,093 shares; 2025Q4: 3,668 shares 3,668 $561K 0.05% -425 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,139 shares; 2024Q4: 5,509 shares; 2025Q1: 5,681 shares; 2025Q2: 5,465 shares; 2025Q3: 5,519 shares; 2025Q4: 5,468 shares 5,468 $560K 0.05% -51 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,670 shares; 2024Q4: 13,438 shares; 2025Q1: 13,120 shares; 2025Q2: 13,349 shares; 2025Q3: 13,821 shares; 2025Q4: 13,529 shares 13,529 $557K 0.05% -292 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,950 shares; 2024Q4: 3,917 shares; 2025Q1: 3,922 shares; 2025Q2: 3,502 shares; 2025Q3: 3,660 shares; 2025Q4: 3,197 shares 3,197 $555K 0.05% -463 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: 2,209 shares; 2024Q4: 2,358 shares; 2025Q1: 2,299 shares; 2025Q2: 2,122 shares; 2025Q3: 2,302 shares; 2025Q4: 2,654 shares 2,654 $554K 0.05% +352 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: 2,754 shares; 2024Q4: 2,756 shares; 2025Q1: 2,660 shares; 2025Q2: 2,785 shares; 2025Q3: 2,975 shares; 2025Q4: 3,431 shares 3,431 $550K 0.05% +456 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: 2,618 shares; 2024Q4: 2,723 shares; 2025Q1: 2,674 shares; 2025Q2: 2,799 shares; 2025Q3: 3,424 shares; 2025Q4: 3,533 shares 3,533 $545K 0.05% +109 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,509 shares; 2025Q1: 1,597 shares; 2025Q2: 1,772 shares; 2025Q3: 2,139 shares; 2025Q4: 2,501 shares 2,501 $535K 0.05% +362 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: 5,776 shares; 2024Q4: 6,156 shares; 2025Q1: 6,281 shares; 2025Q2: 6,103 shares; 2025Q3: 5,841 shares; 2025Q4: 6,090 shares 6,090 $531K 0.05% +249 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,470 shares; 2024Q4: 2,712 shares; 2025Q1: 2,568 shares; 2025Q2: 2,439 shares; 2025Q3: 2,601 shares; 2025Q4: 2,825 shares 2,825 $523K 0.05% +224 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,493 shares; 2024Q4: 21,853 shares; 2025Q1: 19,662 shares; 2025Q2: 19,097 shares; 2025Q3: 16,247 shares; 2025Q4: 10,074 shares 10,074 $515K 0.04% -6,173 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: 2,595 shares; 2024Q4: 4,059 shares; 2025Q1: 4,064 shares; 2025Q2: 3,711 shares; 2025Q3: 4,215 shares; 2025Q4: 3,961 shares 3,961 $511K 0.04% -254 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: 2,474 shares; 2025Q3: 5,274 shares; 2025Q4: 5,274 shares 5,274 $508K 0.04% 0 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,053 shares; 2024Q4: 5,204 shares; 2025Q1: 5,568 shares; 2025Q2: 6,390 shares; 2025Q3: 6,684 shares; 2025Q4: 4,204 shares 4,204 $505K 0.04% -2,480 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: 4,168 shares; 2024Q4: 6,137 shares; 2025Q1: 5,921 shares; 2025Q2: 5,909 shares; 2025Q3: 6,234 shares; 2025Q4: 6,388 shares 6,388 $504K 0.04% +154 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: not reported; 2024Q4: not reported; 2025Q1: 1,019 shares; 2025Q2: 1,090 shares; 2025Q3: 2,137 shares; 2025Q4: 2,287 shares 2,287 $502K 0.04% +150 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: 3,288 shares; 2024Q4: 3,150 shares; 2025Q1: 3,216 shares; 2025Q2: 3,280 shares; 2025Q3: 2,740 shares; 2025Q4: 2,860 shares 2,860 $502K 0.04% +120 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,469 shares; 2025Q4: 5,469 shares 5,469 $500K 0.04% 0 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: 33,657 shares; 2024Q4: 33,814 shares; 2025Q1: 33,782 shares; 2025Q2: 34,304 shares; 2025Q3: 17,935 shares; 2025Q4: 7,340 shares 7,340 $493K 0.04% -10,595 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: 1,467 shares; 2024Q4: 1,567 shares; 2025Q1: 1,589 shares; 2025Q2: 1,553 shares; 2025Q3: 1,531 shares; 2025Q4: 1,702 shares 1,702 $489K 0.04% +171 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: 14,918 shares; 2024Q4: 16,856 shares; 2025Q1: 16,457 shares; 2025Q2: 16,593 shares; 2025Q3: 17,223 shares; 2025Q4: 17,577 shares 17,577 $483K 0.04% +354 Timeline R RYDER SYS INC More: the full row for RYDER SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,475 shares; 2025Q1: 1,600 shares; 2025Q2: 1,959 shares; 2025Q3: 2,149 shares; 2025Q4: 2,487 shares 2,487 $476K 0.04% +338 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: 4,285 shares; 2024Q4: 4,272 shares; 2025Q1: 4,325 shares; 2025Q2: 3,960 shares; 2025Q3: 3,788 shares; 2025Q4: 3,972 shares 3,972 $458K 0.04% +184 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,183 shares; 2024Q4: 6,765 shares; 2025Q1: 6,423 shares; 2025Q2: 6,675 shares; 2025Q3: 6,662 shares; 2025Q4: 6,936 shares 6,936 $451K 0.04% +274 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,229 shares; 2024Q4: 4,649 shares; 2025Q1: 4,703 shares; 2025Q2: 4,635 shares; 2025Q3: 4,529 shares; 2025Q4: 4,427 shares 4,427 $451K 0.04% -102 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,891 shares; 2024Q4: 17,012 shares; 2025Q1: 17,088 shares; 2025Q2: 17,532 shares; 2025Q3: 17,243 shares; 2025Q4: 16,053 shares 16,053 $449K 0.04% -1,190 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,359 shares; 2024Q4: 2,368 shares; 2025Q1: 2,461 shares; 2025Q2: 2,117 shares; 2025Q3: 2,103 shares; 2025Q4: 2,162 shares 2,162 $443K 0.04% +59 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,276 shares; 2024Q4: 3,489 shares; 2025Q1: 3,449 shares; 2025Q2: 3,149 shares; 2025Q3: 3,136 shares; 2025Q4: 3,361 shares 3,361 $441K 0.04% +225 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,236 shares; 2024Q4: 9,412 shares; 2025Q1: 9,268 shares; 2025Q2: 8,785 shares; 2025Q3: 8,650 shares; 2025Q4: 5,534 shares 5,534 $437K 0.04% -3,116 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: 2,423 shares; 2025Q1: 2,602 shares; 2025Q2: 3,318 shares; 2025Q3: 3,396 shares; 2025Q4: 3,133 shares 3,133 $426K 0.04% -263 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: 501 shares; 2025Q4: 628 shares 628 $423K 0.04% +127 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: 6,772 shares; 2024Q4: 7,452 shares; 2025Q1: 7,231 shares; 2025Q2: 5,556 shares; 2025Q3: 5,758 shares; 2025Q4: 5,726 shares 5,726 $422K 0.04% -32 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,694 shares; 2024Q4: 1,897 shares; 2025Q1: 1,736 shares; 2025Q2: 1,810 shares; 2025Q3: 1,822 shares; 2025Q4: 1,947 shares 1,947 $418K 0.04% +125 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: 15,193 shares; 2024Q4: 18,579 shares; 2025Q1: 3,272 shares; 2025Q2: 3,411 shares; 2025Q3: 3,459 shares; 2025Q4: 4,414 shares 4,414 $413K 0.04% +955 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: 2,742 shares; 2025Q3: 3,723 shares; 2025Q4: 4,810 shares 4,810 $410K 0.04% +1,087 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: not reported; 2024Q4: not reported; 2025Q1: 1,400 shares; 2025Q2: 1,400 shares; 2025Q3: 1,400 shares; 2025Q4: 2,800 shares 2,800 $403K 0.03% +1,400 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 378 shares; 2025Q4: 616 shares 616 $403K 0.03% +238 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,673 shares; 2025Q4: 4,014 shares 4,014 $401K 0.03% +341 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: 10,284 shares; 2024Q4: 10,965 shares; 2025Q1: 10,618 shares; 2025Q2: 8,977 shares; 2025Q3: 9,536 shares; 2025Q4: 10,710 shares 10,710 $395K 0.03% +1,174 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,632 shares; 2024Q4: 6,065 shares; 2025Q1: 5,910 shares; 2025Q2: 5,560 shares; 2025Q3: 5,557 shares; 2025Q4: 5,477 shares 5,477 $391K 0.03% -80 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: 6,177 shares; 2024Q4: 2,682 shares; 2025Q1: 974 shares; 2025Q2: 1,008 shares; 2025Q3: 1,097 shares; 2025Q4: 1,418 shares 1,418 $390K 0.03% +321 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: not reported; 2025Q3: 2,477 shares; 2025Q4: 3,051 shares 3,051 $390K 0.03% +574 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: 6,784 shares; 2024Q4: 6,861 shares; 2025Q1: 6,690 shares; 2025Q2: 6,097 shares; 2025Q3: 6,391 shares; 2025Q4: 6,660 shares 6,660 $389K 0.03% +269 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: 1,895 shares; 2024Q4: 1,895 shares; 2025Q1: 1,895 shares; 2025Q2: 1,895 shares; 2025Q3: 1,895 shares; 2025Q4: 1,895 shares 1,895 $378K 0.03% 0 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: 4,055 shares; 2024Q4: 3,555 shares; 2025Q1: 3,397 shares; 2025Q2: 3,424 shares; 2025Q3: 3,534 shares; 2025Q4: 3,583 shares 3,583 $378K 0.03% +49 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,870 shares; 2025Q1: 2,870 shares; 2025Q2: 2,874 shares; 2025Q3: 2,870 shares; 2025Q4: 2,870 shares 2,870 $378K 0.03% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,657 shares; 2025Q4: 5,372 shares 5,372 $373K 0.03% +715 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: 13,405 shares; 2025Q1: 13,212 shares; 2025Q2: 6,851 shares; 2025Q3: 6,622 shares; 2025Q4: 6,191 shares 6,191 $363K 0.03% -431 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: 8,332 shares; 2024Q4: 8,855 shares; 2025Q1: 8,332 shares; 2025Q2: 7,632 shares; 2025Q3: 7,132 shares; 2025Q4: 7,132 shares 7,132 $359K 0.03% 0 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,167 shares; 2024Q4: 7,640 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,663 shares; 2025Q4: 6,715 shares 6,715 $358K 0.03% +52 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: 16,893 shares; 2024Q4: 8,569 shares; 2025Q1: 7,594 shares; 2025Q2: 7,484 shares; 2025Q3: 7,113 shares; 2025Q4: 6,602 shares 6,602 $355K 0.03% -511 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: 1,957 shares; 2024Q4: 1,968 shares; 2025Q1: 1,969 shares; 2025Q2: 1,945 shares; 2025Q3: 1,920 shares; 2025Q4: 1,920 shares 1,920 $349K 0.03% 0 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,616 shares; 2024Q4: 1,790 shares; 2025Q1: 1,907 shares; 2025Q2: 2,106 shares; 2025Q3: 2,130 shares; 2025Q4: 2,207 shares 2,207 $341K 0.03% +77 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,119 shares; 2025Q4: 4,338 shares 4,338 $341K 0.03% +219 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 345 shares; 2025Q3: 366 shares; 2025Q4: 513 shares 513 $340K 0.03% +147 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,231 shares; 2024Q4: 19,319 shares; 2025Q1: 18,675 shares; 2025Q2: 2,362 shares; 2025Q3: 2,362 shares; 2025Q4: 2,512 shares 2,512 $340K 0.03% +150 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,453 shares; 2024Q4: 10,598 shares; 2025Q1: 10,645 shares; 2025Q2: 10,832 shares; 2025Q3: 11,669 shares; 2025Q4: 11,951 shares 11,951 $336K 0.03% +282 Timeline GPI GROUP 1 AUTOMOTIVE INC More: the full row for GROUP 1 AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 864 shares; 2024Q4: 943 shares; 2025Q1: 941 shares; 2025Q2: 855 shares; 2025Q3: 836 shares; 2025Q4: 850 shares 850 $334K 0.03% +14 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: 1,627 shares; 2024Q4: 2,018 shares; 2025Q1: 1,680 shares; 2025Q2: 1,537 shares; 2025Q3: 1,735 shares; 2025Q4: 1,688 shares 1,688 $330K 0.03% -47 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: 3,587 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,608 shares; 2025Q4: 4,110 shares 4,110 $326K 0.03% +502 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,222 shares; 2024Q4: 1,223 shares; 2025Q1: 1,152 shares; 2025Q2: 1,136 shares; 2025Q3: 1,104 shares; 2025Q4: 1,123 shares 1,123 $326K 0.03% +19 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 60 shares 60 $321K 0.03% new Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,181 shares; 2024Q4: 1,185 shares; 2025Q1: 1,198 shares; 2025Q2: 1,185 shares; 2025Q3: 1,238 shares; 2025Q4: 1,209 shares 1,209 $314K 0.03% -29 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 887 shares; 2025Q3: 957 shares; 2025Q4: 1,111 shares 1,111 $310K 0.03% +154 Timeline EAT BRINKER INTL INC More: the full row for BRINKER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,622 shares; 2024Q4: 2,966 shares; 2025Q1: 2,291 shares; 2025Q2: 2,271 shares; 2025Q3: 2,247 shares; 2025Q4: 2,088 shares 2,088 $300K 0.03% -159 Timeline VDE 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: 1,786 shares; 2025Q1: 1,975 shares; 2025Q2: 2,202 shares; 2025Q3: 2,202 shares; 2025Q4: 2,373 shares 2,373 $299K 0.03% +171 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,376 shares; 2024Q4: 6,701 shares; 2025Q1: 7,330 shares; 2025Q2: 6,517 shares; 2025Q3: 5,203 shares; 2025Q4: 6,025 shares 6,025 $296K 0.03% +822 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: 17,328 shares; 2024Q4: 11,960 shares; 2025Q1: 15,205 shares; 2025Q2: 13,039 shares; 2025Q3: 13,864 shares; 2025Q4: 11,898 shares 11,898 $296K 0.03% -1,966 Timeline FXL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,353 shares; 2024Q4: 3,538 shares; 2025Q1: 2,779 shares; 2025Q2: 1,866 shares; 2025Q3: 1,759 shares; 2025Q4: 1,739 shares 1,739 $293K 0.03% -20 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 648 shares; 2025Q3: 580 shares; 2025Q4: 598 shares 598 $292K 0.03% +18 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS 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: 5,050 shares; 2025Q3: not reported; 2025Q4: 8,352 shares 8,352 $288K 0.02% new Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,972 shares; 2024Q4: 3,000 shares; 2025Q1: 2,992 shares; 2025Q2: 2,995 shares; 2025Q3: 3,426 shares; 2025Q4: 3,436 shares 3,436 $288K 0.02% +10 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,386 shares; 2024Q4: 2,726 shares; 2025Q1: 2,777 shares; 2025Q2: 2,271 shares; 2025Q3: 2,299 shares; 2025Q4: 2,332 shares 2,332 $287K 0.02% +33 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: not reported; 2024Q4: 3,009 shares; 2025Q1: 3,203 shares; 2025Q2: 3,390 shares; 2025Q3: 2,957 shares; 2025Q4: 2,980 shares 2,980 $286K 0.02% +23 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: 1,057 shares; 2024Q4: 1,247 shares; 2025Q1: 1,227 shares; 2025Q2: 1,190 shares; 2025Q3: 1,218 shares; 2025Q4: 1,261 shares 1,261 $281K 0.02% +43 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: 23,194 shares; 2024Q4: 30,264 shares; 2025Q1: 38,788 shares; 2025Q2: 42,678 shares; 2025Q3: 6,268 shares; 2025Q4: 7,528 shares 7,528 $279K 0.02% +1,260 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,408 shares; 2025Q2: 3,894 shares; 2025Q3: 3,909 shares; 2025Q4: 3,971 shares 3,971 $278K 0.02% +62 Timeline ARW ARROW ELECTRS INC More: the full row for ARROW ELECTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,734 shares; 2024Q4: 2,709 shares; 2025Q1: 2,694 shares; 2025Q2: 2,503 shares; 2025Q3: 2,503 shares; 2025Q4: 2,503 shares 2,503 $276K 0.02% 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: not reported; 2024Q4: 3,078 shares; 2025Q1: 3,237 shares; 2025Q2: 3,180 shares; 2025Q3: 3,186 shares; 2025Q4: 6,372 shares 6,372 $272K 0.02% +3,186 Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,537 shares; 2024Q4: 6,633 shares; 2025Q1: 6,330 shares; 2025Q2: 5,617 shares; 2025Q3: 5,671 shares; 2025Q4: 5,662 shares 5,662 $270K 0.02% -9 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,459 shares; 2025Q4: 4,685 shares 4,685 $270K 0.02% +1,226 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 989 shares 989 $270K 0.02% new Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS 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: 1,494 shares; 2025Q2: 1,394 shares; 2025Q3: 1,332 shares; 2025Q4: 1,292 shares 1,292 $264K 0.02% -40 Timeline FHN FIRST HORIZON CORPORATION More: the full row for FIRST HORIZON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,946 shares; 2024Q4: 10,996 shares; 2025Q1: 10,946 shares; 2025Q2: 11,030 shares; 2025Q3: 11,030 shares; 2025Q4: 11,030 shares 11,030 $264K 0.02% 0 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,244 shares; 2025Q3: 21,120 shares; 2025Q4: 22,395 shares 22,395 $263K 0.02% +1,275 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: 4,401 shares; 2025Q1: 4,385 shares; 2025Q2: 4,385 shares; 2025Q3: 4,385 shares; 2025Q4: 4,476 shares 4,476 $262K 0.02% +91 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,392 shares; 2025Q3: 1,466 shares; 2025Q4: 1,619 shares 1,619 $262K 0.02% +153 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: 3,451 shares; 2025Q3: 3,028 shares; 2025Q4: 3,362 shares 3,362 $260K 0.02% +334 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 842 shares; 2024Q4: 850 shares; 2025Q1: 839 shares; 2025Q2: 705 shares; 2025Q3: 691 shares; 2025Q4: 735 shares 735 $259K 0.02% +44 Timeline NCLH NORWEGIAN CRUISE LINE HLDGS More: the full row for NORWEGIAN CRUISE LINE HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,610 shares; 2025Q4: 11,437 shares 11,437 $255K 0.02% +2,827 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,489 shares; 2024Q4: 6,049 shares; 2025Q1: 6,049 shares; 2025Q2: 5,499 shares; 2025Q3: 5,499 shares; 2025Q4: 5,506 shares 5,506 $254K 0.02% +7 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,313 shares; 2024Q4: 1,313 shares; 2025Q1: not reported; 2025Q2: 522 shares; 2025Q3: 1,600 shares; 2025Q4: 531 shares 531 $251K 0.02% -1,069 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,088 shares 2,088 $250K 0.02% new Timeline ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,400 shares; 2025Q3: 2,400 shares; 2025Q4: 2,400 shares 2,400 $250K 0.02% 0 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,155 shares; 2025Q3: 1,297 shares; 2025Q4: 1,102 shares 1,102 $250K 0.02% -195 Timeline FCNCA FIRST CTZNS BANCSHARES INC D More: the full row for FIRST CTZNS BANCSHARES INC D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 117 shares; 2024Q4: 117 shares; 2025Q1: 130 shares; 2025Q2: 132 shares; 2025Q3: 127 shares; 2025Q4: 116 shares 116 $249K 0.02% -11 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: not reported; 2024Q4: not reported; 2025Q1: 1,268 shares; 2025Q2: 1,158 shares; 2025Q3: not reported; 2025Q4: 1,518 shares 1,518 $246K 0.02% new Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,733 shares 3,733 $244K 0.02% new Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,999 shares; 2024Q4: 20,574 shares; 2025Q1: 24,749 shares; 2025Q2: 3,078 shares; 2025Q3: 1,814 shares; 2025Q4: 2,061 shares 2,061 $242K 0.02% +247 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 660 shares 660 $233K 0.02% new Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,527 shares; 2025Q4: 4,968 shares 4,968 $233K 0.02% +441 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: 8,685 shares; 2024Q4: 816 shares; 2025Q1: 742 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 662 shares 662 $232K 0.02% new Timeline AER AERCAP HOLDINGS NV More: the full row for AERCAP HOLDINGS NV Quarterly shares; oldest 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: 1,592 shares 1,592 $229K 0.02% new Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,842 shares; 2024Q4: 1,900 shares; 2025Q1: 1,971 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,400 shares 1,400 $228K 0.02% new Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,443 shares; 2025Q4: 6,728 shares 6,728 $228K 0.02% +285 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: 1,644 shares; 2025Q1: not reported; 2025Q2: 1,625 shares; 2025Q3: 1,929 shares; 2025Q4: 1,772 shares 1,772 $226K 0.02% -157 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,257 shares; 2024Q4: 2,273 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 932 shares; 2025Q4: 985 shares 985 $224K 0.02% +53 Timeline SLF SUN LIFE FINANCIAL INC. More: the full row for SUN LIFE FINANCIAL INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,563 shares; 2024Q4: 3,563 shares; 2025Q1: 3,563 shares; 2025Q2: 3,563 shares; 2025Q3: 3,563 shares; 2025Q4: 3,563 shares 3,563 $222K 0.02% 0 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,020 shares; 2025Q4: 919 shares 919 $222K 0.02% -101 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,067 shares 1,067 $219K 0.02% new Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,513 shares 2,513 $219K 0.02% new 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: 2,166 shares; 2024Q4: 2,149 shares; 2025Q1: 2,313 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,648 shares 1,648 $219K 0.02% new Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 453 shares; 2025Q4: 453 shares 453 $218K 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: not reported; 2025Q4: 2,934 shares 2,934 $216K 0.02% new Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,005 shares; 2025Q1: 1,026 shares; 2025Q2: 1,013 shares; 2025Q3: 1,013 shares; 2025Q4: 1,106 shares 1,106 $215K 0.02% +93 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,871 shares; 2024Q4: 4,871 shares; 2025Q1: 4,883 shares; 2025Q2: 4,754 shares; 2025Q3: 4,792 shares; 2025Q4: 3,707 shares 3,707 $213K 0.02% -1,085 Timeline SPYD 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: 4,902 shares; 2024Q4: 4,902 shares; 2025Q1: 4,902 shares; 2025Q2: 4,902 shares; 2025Q3: 4,902 shares; 2025Q4: 4,902 shares 4,902 $212K 0.02% 0 Timeline JLL JONES LANG LASALLE INC More: the full row for JONES LANG LASALLE 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: 630 shares 630 $212K 0.02% new Timeline ENSG ENSIGN GROUP INC More: the full row for ENSIGN GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,208 shares; 2025Q4: 1,208 shares 1,208 $210K 0.02% 0 Timeline OCSL OAKTREE SPECIALTY LENDING More: the full row for OAKTREE SPECIALTY LENDING Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,455 shares; 2024Q4: 16,455 shares; 2025Q1: 16,455 shares; 2025Q2: 16,455 shares; 2025Q3: 16,455 shares; 2025Q4: 16,455 shares 16,455 $210K 0.02% 0 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,303 shares 1,303 $210K 0.02% new Timeline LBRDK LIBERTY BROADBAND CORP More: the full row for LIBERTY BROADBAND CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,948 shares; 2024Q4: 9,870 shares; 2025Q1: 7,756 shares; 2025Q2: 6,424 shares; 2025Q3: 5,000 shares; 2025Q4: 4,292 shares 4,292 $209K 0.02% -708 Timeline AL AIR LEASE CORP More: the full row for AIR LEASE 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: 3,254 shares; 2025Q4: 3,202 shares 3,202 $206K 0.02% -52 Timeline RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,140 shares; 2024Q4: 7,332 shares; 2025Q1: 5,973 shares; 2025Q2: 5,016 shares; 2025Q3: 4,953 shares; 2025Q4: 5,068 shares 5,068 $205K 0.02% +115 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,275 shares; 2024Q4: 2,525 shares; 2025Q1: 2,525 shares; 2025Q2: 1,850 shares; 2025Q3: 1,858 shares; 2025Q4: 1,858 shares 1,858 $205K 0.02% 0 Timeline FNB F N B CORP More: the full row for F N B CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,966 shares; 2024Q4: 12,463 shares; 2025Q1: 12,076 shares; 2025Q2: 11,966 shares; 2025Q3: 11,966 shares; 2025Q4: 11,966 shares 11,966 $205K 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,735 shares; 2025Q4: 3,735 shares 3,735 $205K 0.02% 0 Timeline IJK 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: 2,776 shares; 2025Q3: 2,300 shares; 2025Q4: 2,102 shares 2,102 $204K 0.02% -198 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,468 shares 3,468 $203K 0.02% new Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,154 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,469 shares; 2025Q4: 3,585 shares 3,585 $202K 0.02% +116 Timeline IYH 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: 3,865 shares; 2024Q4: 3,865 shares; 2025Q1: 3,865 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,094 shares 3,094 $201K 0.02% new Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 428 shares 428 $201K 0.02% new Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,685 shares; 2025Q1: 14,485 shares; 2025Q2: 11,985 shares; 2025Q3: 11,010 shares; 2025Q4: 11,010 shares 11,010 $201K 0.02% 0 Timeline CRH CRH PLC More: the full row for CRH 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: 1,603 shares 1,603 $200K 0.02% new Timeline ERIC TELEFONAKTIEBOLAGET LM ERICS More: the full row for TELEFONAKTIEBOLAGET LM ERICS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,068 shares; 2024Q4: 20,068 shares; 2025Q1: 20,068 shares; 2025Q2: 18,664 shares; 2025Q3: 18,724 shares; 2025Q4: 18,465 shares 18,465 $178K 0.02% -259 Timeline MFG MIZUHO FINANCIAL GROUP INC More: the full row for MIZUHO FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,564 shares; 2024Q4: 47,150 shares; 2025Q1: 46,499 shares; 2025Q2: 38,029 shares; 2025Q3: 20,516 shares; 2025Q4: 21,594 shares 21,594 $158K 0.01% +1,078 Timeline CRPT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,547 shares; 2025Q2: 10,547 shares; 2025Q3: 10,331 shares; 2025Q4: 10,333 shares 10,333 $155K 0.01% +2 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: 12,774 shares; 2025Q3: 12,774 shares; 2025Q4: 12,774 shares 12,774 $107K 0.01% 0 DGXX DIGI PWR X INC More: the full row for DIGI PWR X 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: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 13,000 shares 13,000 $33.1K <0.01% +3,000 Timeline