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: 729 shares; 2025Q1: 794 shares; 2025Q2: 841 shares; 2025Q3: 245,094 shares; 2025Q4: 245,119 shares 245,119 $262M 19.66% +25 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: 171,474 shares; 2024Q4: 169,548 shares; 2025Q1: 173,262 shares; 2025Q2: 181,824 shares; 2025Q3: 196,954 shares; 2025Q4: 197,533 shares 197,533 $53.7M 4.02% +579 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 263,571 shares; 2024Q4: 332,975 shares; 2025Q1: 346,561 shares; 2025Q2: 355,061 shares; 2025Q3: 349,436 shares; 2025Q4: 339,048 shares 339,048 $41.3M 3.09% -10,388 Timeline VONV 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: 315,499 shares; 2024Q4: 342,716 shares; 2025Q1: 353,047 shares; 2025Q2: 371,164 shares; 2025Q3: 377,483 shares; 2025Q4: 386,590 shares 386,590 $35.7M 2.67% +9,107 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: 88,549 shares; 2024Q4: 85,684 shares; 2025Q1: 84,079 shares; 2025Q2: 82,574 shares; 2025Q3: 77,938 shares; 2025Q4: 75,060 shares 75,060 $35.5M 2.66% -2,878 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: 48,176 shares; 2024Q4: 50,640 shares; 2025Q1: 51,913 shares; 2025Q2: 57,693 shares; 2025Q3: 63,764 shares; 2025Q4: 65,590 shares 65,590 $31.7M 2.38% +1,826 Timeline ROIV ROIVANT SCIENCES LTD More: the full row for ROIVANT SCIENCES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 195 shares; 2024Q4: 206 shares; 2025Q1: 613,926 shares; 2025Q2: 1,309,541 shares; 2025Q3: 698,520 shares; 2025Q4: 1,166,756 shares 1,166,756 $25.3M 1.9% +468,236 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: 97,969 shares; 2024Q4: 93,922 shares; 2025Q1: 98,727 shares; 2025Q2: 104,802 shares; 2025Q3: 125,262 shares; 2025Q4: 123,060 shares 123,060 $23M 1.72% -2,202 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 109,111 shares; 2024Q4: 109,997 shares; 2025Q1: 109,364 shares; 2025Q2: 107,795 shares; 2025Q3: 104,716 shares; 2025Q4: 103,825 shares 103,825 $21.8M 1.64% -891 Timeline VONE VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,681 shares; 2024Q4: 48,033 shares; 2025Q1: 52,100 shares; 2025Q2: 58,129 shares; 2025Q3: 58,082 shares; 2025Q4: 64,936 shares 64,936 $20.1M 1.5% +6,854 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 159,518 shares; 2024Q4: 206,326 shares; 2025Q1: 215,098 shares; 2025Q2: 215,780 shares; 2025Q3: 229,225 shares; 2025Q4: 248,338 shares 248,338 $19.6M 1.47% +19,113 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 177,784 shares; 2024Q4: 205,211 shares; 2025Q1: 217,120 shares; 2025Q2: 217,528 shares; 2025Q3: 229,131 shares; 2025Q4: 243,238 shares 243,238 $18.9M 1.42% +14,107 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: 21,561 shares; 2024Q4: 21,998 shares; 2025Q1: 22,885 shares; 2025Q2: 27,493 shares; 2025Q3: 27,945 shares; 2025Q4: 29,768 shares 29,768 $18.7M 1.4% +1,823 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: 19,475 shares; 2024Q4: 19,628 shares; 2025Q1: 24,641 shares; 2025Q2: 24,604 shares; 2025Q3: 23,914 shares; 2025Q4: 25,038 shares 25,038 $17.1M 1.28% +1,124 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: 56,541 shares; 2024Q4: 59,604 shares; 2025Q1: 61,440 shares; 2025Q2: 67,164 shares; 2025Q3: 70,749 shares; 2025Q4: 73,345 shares 73,345 $16.9M 1.27% +2,596 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: 35,698 shares; 2024Q4: 35,277 shares; 2025Q1: 38,237 shares; 2025Q2: 44,813 shares; 2025Q3: 47,881 shares; 2025Q4: 50,553 shares 50,553 $15.8M 1.19% +2,672 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 127,636 shares; 2024Q4: 164,544 shares; 2025Q1: 175,464 shares; 2025Q2: 151,682 shares; 2025Q3: 154,355 shares; 2025Q4: 157,741 shares 157,741 $15.1M 1.14% +3,386 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: 31,368 shares; 2024Q4: 33,022 shares; 2025Q1: 32,254 shares; 2025Q2: 39,181 shares; 2025Q3: 39,808 shares; 2025Q4: 40,100 shares 40,100 $12.9M 0.97% +292 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,554 shares; 2024Q4: 99,990 shares; 2025Q1: 121,043 shares; 2025Q2: 218,241 shares; 2025Q3: 232,924 shares; 2025Q4: 241,792 shares 241,792 $11.3M 0.85% +8,868 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: 49,745 shares; 2024Q4: 49,560 shares; 2025Q1: 48,413 shares; 2025Q2: 47,058 shares; 2025Q3: 43,540 shares; 2025Q4: 39,840 shares 39,840 $10.7M 0.8% -3,700 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,917 shares; 2024Q4: 27,892 shares; 2025Q1: 27,885 shares; 2025Q2: 27,619 shares; 2025Q3: 27,433 shares; 2025Q4: 27,260 shares 27,260 $10.2M 0.76% -173 Timeline TPYP TORTOISE CAPITAL SERIES TRUS More: the full row for TORTOISE CAPITAL SERIES TRUS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 218,650 shares; 2025Q3: 238,215 shares; 2025Q4: 271,434 shares 271,434 $9.58M 0.72% +33,219 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: 22,171 shares; 2024Q4: 23,111 shares; 2025Q1: 24,867 shares; 2025Q2: 27,535 shares; 2025Q3: 30,000 shares; 2025Q4: 30,019 shares 30,019 $9.42M 0.71% +19 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: 36,942 shares; 2024Q4: 36,252 shares; 2025Q1: 37,835 shares; 2025Q2: 38,126 shares; 2025Q3: 37,294 shares; 2025Q4: 37,721 shares 37,721 $9.29M 0.7% +427 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: 16,018 shares; 2024Q4: 16,274 shares; 2025Q1: 18,534 shares; 2025Q2: 19,483 shares; 2025Q3: 19,407 shares; 2025Q4: 19,916 shares 19,916 $8.96M 0.67% +509 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: 12,559 shares; 2024Q4: 12,996 shares; 2025Q1: 13,491 shares; 2025Q2: 15,011 shares; 2025Q3: 17,085 shares; 2025Q4: 17,226 shares 17,226 $8.66M 0.65% +141 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: 6,392 shares; 2024Q4: 6,448 shares; 2025Q1: 6,604 shares; 2025Q2: 7,853 shares; 2025Q3: 7,769 shares; 2025Q4: 7,741 shares 7,741 $8.32M 0.62% -28 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3 shares; 2024Q4: 3 shares; 2025Q1: 11 shares; 2025Q2: 11 shares; 2025Q3: 11 shares; 2025Q4: 11 shares 11 $8.3M 0.62% 0 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,333 shares; 2024Q4: 57,123 shares; 2025Q1: 57,583 shares; 2025Q2: 64,170 shares; 2025Q3: 63,871 shares; 2025Q4: 70,326 shares 70,326 $7.84M 0.59% +6,455 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: 17,331 shares; 2024Q4: 17,698 shares; 2025Q1: 18,429 shares; 2025Q2: 21,791 shares; 2025Q3: 21,779 shares; 2025Q4: 22,443 shares 22,443 $7.77M 0.58% +664 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: 13,148 shares; 2024Q4: 12,180 shares; 2025Q1: 12,553 shares; 2025Q2: 16,047 shares; 2025Q3: 16,035 shares; 2025Q4: 15,801 shares 15,801 $7.71M 0.58% -234 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 113,674 shares; 2024Q4: 117,757 shares; 2025Q1: 124,386 shares; 2025Q2: 132,650 shares; 2025Q3: 135,932 shares; 2025Q4: 136,155 shares 136,155 $7.32M 0.55% +223 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,378 shares; 2024Q4: 36,350 shares; 2025Q1: 36,911 shares; 2025Q2: 39,106 shares; 2025Q3: 36,412 shares; 2025Q4: 63,282 shares 63,282 $7.21M 0.54% +26,870 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: 16,919 shares; 2024Q4: 17,313 shares; 2025Q1: 19,374 shares; 2025Q2: 28,755 shares; 2025Q3: 29,431 shares; 2025Q4: 29,314 shares 29,314 $6.7M 0.5% -117 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,095 shares; 2024Q4: 7,422 shares; 2025Q1: 10,154 shares; 2025Q2: 8,883 shares; 2025Q3: 9,673 shares; 2025Q4: 9,746 shares 9,746 $6.68M 0.5% +73 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: 12,781 shares; 2024Q4: 13,391 shares; 2025Q1: 14,254 shares; 2025Q2: 18,003 shares; 2025Q3: 18,141 shares; 2025Q4: 18,834 shares 18,834 $6.61M 0.49% +693 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: 63,921 shares; 2024Q4: 61,735 shares; 2025Q1: 65,139 shares; 2025Q2: 69,836 shares; 2025Q3: 68,836 shares; 2025Q4: 68,911 shares 68,911 $6.16M 0.46% +75 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,327 shares; 2024Q4: 73,771 shares; 2025Q1: 73,310 shares; 2025Q2: 77,936 shares; 2025Q3: 65,513 shares; 2025Q4: 79,956 shares 79,956 $5.71M 0.43% +14,443 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,639 shares; 2024Q4: 30,200 shares; 2025Q1: 32,824 shares; 2025Q2: 42,736 shares; 2025Q3: 45,606 shares; 2025Q4: 47,368 shares 47,368 $5.7M 0.43% +1,762 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,390 shares; 2024Q4: 52,741 shares; 2025Q1: 58,456 shares; 2025Q2: 65,168 shares; 2025Q3: 66,493 shares; 2025Q4: 70,361 shares 70,361 $5.46M 0.41% +3,868 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,164 shares; 2024Q4: 45,376 shares; 2025Q1: 46,744 shares; 2025Q2: 59,742 shares; 2025Q3: 61,466 shares; 2025Q4: 70,578 shares 70,578 $5.32M 0.4% +9,112 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: 29,951 shares; 2024Q4: 30,396 shares; 2025Q1: 28,664 shares; 2025Q2: 32,324 shares; 2025Q3: 34,635 shares; 2025Q4: 35,869 shares 35,869 $5.15M 0.39% +1,234 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: 5,676 shares; 2024Q4: 5,564 shares; 2025Q1: 5,768 shares; 2025Q2: 17,453 shares; 2025Q3: 18,394 shares; 2025Q4: 19,948 shares 19,948 $5.15M 0.39% +1,554 Timeline IBTG 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: 1,112 shares; 2024Q4: 1,112 shares; 2025Q1: 1,112 shares; 2025Q2: 1,354 shares; 2025Q3: not reported; 2025Q4: 218,579 shares 218,579 $5M 0.37% new Timeline TNGY TORTOISE CAPITAL SERIES TRUS More: the full row for TORTOISE CAPITAL SERIES TRUS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 566,715 shares; 2025Q3: 547,819 shares; 2025Q4: 534,211 shares 534,211 $4.83M 0.36% -13,608 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: 5,706 shares; 2024Q4: 5,825 shares; 2025Q1: 6,463 shares; 2025Q2: 6,917 shares; 2025Q3: 7,156 shares; 2025Q4: 7,203 shares 7,203 $4.75M 0.36% +47 Timeline IBTH 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: 691 shares; 2025Q3: not reported; 2025Q4: 200,311 shares 200,311 $4.5M 0.34% new Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,493 shares; 2024Q4: 36,653 shares; 2025Q1: 49,181 shares; 2025Q2: 69,477 shares; 2025Q3: 69,112 shares; 2025Q4: 70,372 shares 70,372 $4.4M 0.33% +1,260 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: 5,270 shares; 2024Q4: 5,206 shares; 2025Q1: 5,813 shares; 2025Q2: 5,987 shares; 2025Q3: 7,535 shares; 2025Q4: 7,615 shares 7,615 $4.35M 0.33% +80 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: 17,254 shares; 2024Q4: 17,510 shares; 2025Q1: 18,131 shares; 2025Q2: 18,965 shares; 2025Q3: 19,774 shares; 2025Q4: 20,733 shares 20,733 $4.29M 0.32% +959 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,601 shares; 2024Q4: 9,546 shares; 2025Q1: 10,309 shares; 2025Q2: 12,160 shares; 2025Q3: 12,363 shares; 2025Q4: 12,344 shares 12,344 $4.25M 0.32% -19 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: 19,164 shares; 2024Q4: 19,496 shares; 2025Q1: 21,583 shares; 2025Q2: 22,057 shares; 2025Q3: 21,093 shares; 2025Q4: 21,198 shares 21,198 $4.13M 0.31% +105 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,266 shares; 2024Q4: 24,020 shares; 2025Q1: 23,994 shares; 2025Q2: 23,490 shares; 2025Q3: 22,738 shares; 2025Q4: 22,643 shares 22,643 $4.1M 0.31% -95 Timeline HYG 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: 48,176 shares; 2024Q4: 50,114 shares; 2025Q1: 48,714 shares; 2025Q2: 50,673 shares; 2025Q3: 48,617 shares; 2025Q4: 49,459 shares 49,459 $3.99M 0.3% +842 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: 9,249 shares; 2024Q4: 9,370 shares; 2025Q1: 9,696 shares; 2025Q2: 10,270 shares; 2025Q3: 10,753 shares; 2025Q4: 10,704 shares 10,704 $3.96M 0.3% -49 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: 14,318 shares; 2024Q4: 14,480 shares; 2025Q1: 14,094 shares; 2025Q2: 25,928 shares; 2025Q3: 27,059 shares; 2025Q4: 27,237 shares 27,237 $3.91M 0.29% +178 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: 5,286 shares; 2024Q4: 7,122 shares; 2025Q1: 7,358 shares; 2025Q2: 6,556 shares; 2025Q3: 6,051 shares; 2025Q4: 6,087 shares 6,087 $3.74M 0.28% +36 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: 18,129 shares; 2024Q4: 18,698 shares; 2025Q1: 20,278 shares; 2025Q2: 25,297 shares; 2025Q3: 25,269 shares; 2025Q4: 25,537 shares 25,537 $3.66M 0.27% +268 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: 16,312 shares; 2024Q4: 16,708 shares; 2025Q1: 17,974 shares; 2025Q2: 29,385 shares; 2025Q3: 29,150 shares; 2025Q4: 29,035 shares 29,035 $3.64M 0.27% -115 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,000 shares; 2024Q4: 14,000 shares; 2025Q1: 44,150 shares; 2025Q2: 44,150 shares; 2025Q3: 64,150 shares; 2025Q4: 44,150 shares 44,150 $3.52M 0.26% -20,000 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,377 shares; 2024Q4: 77,508 shares; 2025Q1: 77,508 shares; 2025Q2: 107,976 shares; 2025Q3: 106,551 shares; 2025Q4: 107,092 shares 107,092 $3.49M 0.26% +541 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: 5,828 shares; 2024Q4: 5,972 shares; 2025Q1: 6,267 shares; 2025Q2: 6,326 shares; 2025Q3: 6,357 shares; 2025Q4: 5,904 shares 5,904 $3.38M 0.25% -453 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: 4,524 shares; 2024Q4: 6,695 shares; 2025Q1: 7,030 shares; 2025Q2: 10,103 shares; 2025Q3: 10,890 shares; 2025Q4: 11,216 shares 11,216 $3.32M 0.25% +326 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: 42,321 shares; 2024Q4: 56,248 shares; 2025Q1: 56,853 shares; 2025Q2: 58,263 shares; 2025Q3: 57,474 shares; 2025Q4: 59,786 shares 59,786 $3.29M 0.25% +2,312 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,319 shares; 2024Q4: 12,779 shares; 2025Q1: 12,915 shares; 2025Q2: 10,886 shares; 2025Q3: 10,231 shares; 2025Q4: 10,155 shares 10,155 $3.28M 0.25% -76 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: 5,377 shares; 2024Q4: 5,421 shares; 2025Q1: 5,480 shares; 2025Q2: 9,170 shares; 2025Q3: 10,504 shares; 2025Q4: 10,618 shares 10,618 $3.27M 0.25% +114 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: 7,310 shares; 2024Q4: 6,603 shares; 2025Q1: 7,652 shares; 2025Q2: 8,031 shares; 2025Q3: 14,955 shares; 2025Q4: 14,969 shares 14,969 $3.21M 0.24% +14 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: 13,616 shares; 2024Q4: 13,604 shares; 2025Q1: 14,316 shares; 2025Q2: 16,408 shares; 2025Q3: 16,465 shares; 2025Q4: 16,799 shares 16,799 $3.08M 0.23% +334 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 935 shares; 2024Q4: 936 shares; 2025Q1: 911 shares; 2025Q2: 893 shares; 2025Q3: 895 shares; 2025Q4: 894 shares 894 $3.03M 0.23% -1 Timeline ITM VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,850 shares; 2024Q4: 67,983 shares; 2025Q1: 71,769 shares; 2025Q2: 54,503 shares; 2025Q3: 57,182 shares; 2025Q4: 64,274 shares 64,274 $3.03M 0.23% +7,092 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: 32,044 shares; 2024Q4: 32,287 shares; 2025Q1: 32,867 shares; 2025Q2: 35,481 shares; 2025Q3: 37,098 shares; 2025Q4: 38,905 shares 38,905 $3M 0.22% +1,807 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: 15,174 shares; 2024Q4: 15,240 shares; 2025Q1: 14,930 shares; 2025Q2: 17,269 shares; 2025Q3: 18,272 shares; 2025Q4: 18,976 shares 18,976 $2.89M 0.22% +704 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: 9,354 shares; 2024Q4: 10,175 shares; 2025Q1: 9,715 shares; 2025Q2: 9,309 shares; 2025Q3: 8,912 shares; 2025Q4: 8,591 shares 8,591 $2.88M 0.22% -321 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,729 shares; 2024Q4: 6,560 shares; 2025Q1: 8,008 shares; 2025Q2: 13,712 shares; 2025Q3: 14,228 shares; 2025Q4: 14,879 shares 14,879 $2.84M 0.21% +651 Timeline VTWG 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: 7,255 shares; 2024Q4: 7,964 shares; 2025Q1: 9,450 shares; 2025Q2: 10,625 shares; 2025Q3: 11,098 shares; 2025Q4: 11,982 shares 11,982 $2.83M 0.21% +884 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: 13,568 shares; 2024Q4: 13,906 shares; 2025Q1: 14,284 shares; 2025Q2: 15,042 shares; 2025Q3: 15,850 shares; 2025Q4: 15,894 shares 15,894 $2.82M 0.21% +44 Timeline SMLF 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: 35,930 shares; 2024Q4: 36,084 shares; 2025Q1: 36,171 shares; 2025Q2: 36,274 shares; 2025Q3: 36,381 shares; 2025Q4: 36,486 shares 36,486 $2.73M 0.2% +105 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,098 shares; 2024Q4: 2,139 shares; 2025Q1: 2,262 shares; 2025Q2: 2,780 shares; 2025Q3: 2,971 shares; 2025Q4: 3,158 shares 3,158 $2.72M 0.2% +187 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: 29,427 shares; 2024Q4: 29,376 shares; 2025Q1: 29,631 shares; 2025Q2: 31,749 shares; 2025Q3: 32,812 shares; 2025Q4: 33,696 shares 33,696 $2.71M 0.2% +884 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: 31,828 shares; 2024Q4: 32,156 shares; 2025Q1: 33,432 shares; 2025Q2: 35,983 shares; 2025Q3: 38,776 shares; 2025Q4: 40,326 shares 40,326 $2.66M 0.2% +1,550 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: 19,939 shares; 2024Q4: 20,118 shares; 2025Q1: 19,878 shares; 2025Q2: 24,022 shares; 2025Q3: 24,079 shares; 2025Q4: 24,966 shares 24,966 $2.63M 0.2% +887 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50 shares; 2024Q4: 50 shares; 2025Q1: 58,328 shares; 2025Q2: 44,692 shares; 2025Q3: 28,983 shares; 2025Q4: 28,539 shares 28,539 $2.61M 0.2% -444 Timeline WES WESTERN MIDSTREAM PARTNERS L More: the full row for WESTERN MIDSTREAM PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,383 shares; 2024Q4: 39,120 shares; 2025Q1: 64,124 shares; 2025Q2: 65,167 shares; 2025Q3: 52,215 shares; 2025Q4: 65,438 shares 65,438 $2.58M 0.19% +13,223 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: 3,752 shares; 2024Q4: 5,219 shares; 2025Q1: 28,061 shares; 2025Q2: 29,222 shares; 2025Q3: 41,739 shares; 2025Q4: 31,739 shares 31,739 $2.58M 0.19% -10,000 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: 7,450 shares; 2024Q4: 7,684 shares; 2025Q1: 7,499 shares; 2025Q2: 7,745 shares; 2025Q3: 7,687 shares; 2025Q4: 8,203 shares 8,203 $2.56M 0.19% +516 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,167 shares; 2024Q4: 2,369 shares; 2025Q1: 2,849 shares; 2025Q2: 4,106 shares; 2025Q3: 7,453 shares; 2025Q4: 8,442 shares 8,442 $2.55M 0.19% +989 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: 25,423 shares; 2024Q4: 25,462 shares; 2025Q1: 28,061 shares; 2025Q2: 35,195 shares; 2025Q3: 35,368 shares; 2025Q4: 34,770 shares 34,770 $2.43M 0.18% -598 Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,796 shares; 2024Q4: 57,835 shares; 2025Q1: 58,402 shares; 2025Q2: 54,806 shares; 2025Q3: 59,067 shares; 2025Q4: 49,171 shares 49,171 $2.36M 0.18% -9,896 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: 9,096 shares; 2024Q4: 9,178 shares; 2025Q1: 9,148 shares; 2025Q2: 9,240 shares; 2025Q3: 9,798 shares; 2025Q4: 9,714 shares 9,714 $2.34M 0.18% -84 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,642 shares; 2024Q4: 28,253 shares; 2025Q1: 43,253 shares; 2025Q2: 44,198 shares; 2025Q3: 44,285 shares; 2025Q4: 43,776 shares 43,776 $2.34M 0.18% -509 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,760 shares; 2024Q4: 33,100 shares; 2025Q1: 32,762 shares; 2025Q2: 34,168 shares; 2025Q3: 32,895 shares; 2025Q4: 34,008 shares 34,008 $2.29M 0.17% +1,113 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: 5,864 shares; 2024Q4: 5,971 shares; 2025Q1: 6,112 shares; 2025Q2: 7,072 shares; 2025Q3: 6,664 shares; 2025Q4: 6,821 shares 6,821 $2.25M 0.17% +157 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: 3,709 shares; 2024Q4: 3,778 shares; 2025Q1: 4,155 shares; 2025Q2: 6,782 shares; 2025Q3: 6,982 shares; 2025Q4: 7,290 shares 7,290 $2.23M 0.17% +308 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: 10,486 shares; 2024Q4: 12,305 shares; 2025Q1: 12,069 shares; 2025Q2: 13,037 shares; 2025Q3: 13,159 shares; 2025Q4: 13,780 shares 13,780 $2.21M 0.17% +621 Timeline SLYG 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: 5,831 shares; 2024Q4: 11,720 shares; 2025Q1: 12,383 shares; 2025Q2: 21,371 shares; 2025Q3: 20,958 shares; 2025Q4: 23,137 shares 23,137 $2.18M 0.16% +2,179 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: 10,810 shares; 2024Q4: 11,026 shares; 2025Q1: 10,658 shares; 2025Q2: 15,155 shares; 2025Q3: 15,114 shares; 2025Q4: 16,061 shares 16,061 $2.13M 0.16% +947 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,497 shares; 2024Q4: 51,986 shares; 2025Q1: 55,626 shares; 2025Q2: 54,729 shares; 2025Q3: 53,145 shares; 2025Q4: 53,606 shares 53,606 $2.12M 0.16% +461 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: 2,188 shares; 2024Q4: 2,209 shares; 2025Q1: 2,298 shares; 2025Q2: 2,180 shares; 2025Q3: 2,304 shares; 2025Q4: 2,349 shares 2,349 $2.06M 0.15% +45 Timeline VTWV 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: 9,879 shares; 2024Q4: 8,088 shares; 2025Q1: 10,275 shares; 2025Q2: 11,293 shares; 2025Q3: 12,049 shares; 2025Q4: 12,731 shares 12,731 $2.04M 0.15% +682 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: 51,253 shares; 2024Q4: 38,106 shares; 2025Q1: 19,966 shares; 2025Q2: 29,240 shares; 2025Q3: 26,849 shares; 2025Q4: 19,270 shares 19,270 $1.93M 0.14% -7,579 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: 3,090 shares; 2024Q4: 7,044 shares; 2025Q1: 7,667 shares; 2025Q2: 7,953 shares; 2025Q3: 9,277 shares; 2025Q4: 10,553 shares 10,553 $1.88M 0.14% +1,276 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: 1,491 shares; 2024Q4: 1,426 shares; 2025Q1: 1,484 shares; 2025Q2: 2,480 shares; 2025Q3: 2,798 shares; 2025Q4: 2,857 shares 2,857 $1.87M 0.14% +59 Timeline SLYV 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: 4,232 shares; 2024Q4: 11,144 shares; 2025Q1: 14,043 shares; 2025Q2: 18,248 shares; 2025Q3: 17,974 shares; 2025Q4: 20,296 shares 20,296 $1.85M 0.14% +2,322 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: 46,020 shares; 2024Q4: 46,491 shares; 2025Q1: 46,599 shares; 2025Q2: 60,769 shares; 2025Q3: 69,806 shares; 2025Q4: 73,422 shares 73,422 $1.83M 0.14% +3,616 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: 4,125 shares; 2024Q4: 4,143 shares; 2025Q1: 4,454 shares; 2025Q2: 7,325 shares; 2025Q3: 7,338 shares; 2025Q4: 7,490 shares 7,490 $1.82M 0.14% +152 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,903 shares; 2024Q4: 37,747 shares; 2025Q1: 37,747 shares; 2025Q2: 37,611 shares; 2025Q3: 37,611 shares; 2025Q4: 37,611 shares 37,611 $1.81M 0.14% 0 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,940 shares; 2024Q4: 5,093 shares; 2025Q1: 5,170 shares; 2025Q2: 6,461 shares; 2025Q3: 6,587 shares; 2025Q4: 8,447 shares 8,447 $1.79M 0.13% +1,860 Timeline ICF 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: 17,466 shares; 2024Q4: 17,691 shares; 2025Q1: 20,973 shares; 2025Q2: 23,009 shares; 2025Q3: 25,874 shares; 2025Q4: 29,327 shares 29,327 $1.75M 0.13% +3,453 Timeline DFSI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,442 shares; 2024Q4: 37,676 shares; 2025Q1: 40,712 shares; 2025Q2: 41,239 shares; 2025Q3: 41,388 shares; 2025Q4: 39,277 shares 39,277 $1.68M 0.13% -2,111 Timeline VIGI 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: 2,083 shares; 2024Q4: 27,690 shares; 2025Q1: 1,929 shares; 2025Q2: 1,929 shares; 2025Q3: 1,929 shares; 2025Q4: 18,198 shares 18,198 $1.66M 0.12% +16,269 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,532 shares; 2024Q4: 1,558 shares; 2025Q1: 1,612 shares; 2025Q2: 1,681 shares; 2025Q3: 1,738 shares; 2025Q4: 17,637 shares 17,637 $1.65M 0.12% +15,899 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: 4,487 shares; 2024Q4: 4,606 shares; 2025Q1: 4,562 shares; 2025Q2: 8,427 shares; 2025Q3: 4,587 shares; 2025Q4: 4,604 shares 4,604 $1.62M 0.12% +17 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,999 shares; 2024Q4: 48,856 shares; 2025Q1: 48,856 shares; 2025Q2: 50,131 shares; 2025Q3: 49,935 shares; 2025Q4: 49,935 shares 49,935 $1.6M 0.12% 0 Timeline DGRW 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: 18,597 shares; 2025Q1: 18,597 shares; 2025Q2: 17,985 shares; 2025Q3: 17,423 shares; 2025Q4: 17,423 shares 17,423 $1.56M 0.12% 0 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,920 shares; 2024Q4: 4,470 shares; 2025Q1: 10,532 shares; 2025Q2: 15,942 shares; 2025Q3: 15,942 shares; 2025Q4: 15,927 shares 15,927 $1.53M 0.11% -15 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,977 shares; 2024Q4: 26,156 shares; 2025Q1: 39,071 shares; 2025Q2: 45,217 shares; 2025Q3: 50,202 shares; 2025Q4: 54,902 shares 54,902 $1.51M 0.11% +4,700 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,207 shares; 2024Q4: 5,100 shares; 2025Q1: 5,238 shares; 2025Q2: 5,360 shares; 2025Q3: 5,548 shares; 2025Q4: 5,821 shares 5,821 $1.5M 0.11% +273 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: 15,534 shares; 2024Q4: 14,560 shares; 2025Q1: 14,668 shares; 2025Q2: 15,907 shares; 2025Q3: 15,719 shares; 2025Q4: 26,576 shares 26,576 $1.46M 0.11% +10,857 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,396 shares; 2024Q4: 20,062 shares; 2025Q1: 22,326 shares; 2025Q2: 22,326 shares; 2025Q3: 22,326 shares; 2025Q4: 19,463 shares 19,463 $1.44M 0.11% -2,863 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,476 shares; 2024Q4: 17,506 shares; 2025Q1: 18,130 shares; 2025Q2: 25,933 shares; 2025Q3: 26,831 shares; 2025Q4: 26,750 shares 26,750 $1.44M 0.11% -81 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,808 shares; 2024Q4: 2,730 shares; 2025Q1: 2,830 shares; 2025Q2: 2,787 shares; 2025Q3: 3,014 shares; 2025Q4: 3,078 shares 3,078 $1.43M 0.11% +64 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: 7,179 shares; 2024Q4: 6,788 shares; 2025Q1: 7,164 shares; 2025Q2: 8,204 shares; 2025Q3: 8,638 shares; 2025Q4: 9,247 shares 9,247 $1.42M 0.11% +609 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: 52,998 shares; 2024Q4: 50,024 shares; 2025Q1: 52,129 shares; 2025Q2: 52,994 shares; 2025Q3: 55,762 shares; 2025Q4: 56,950 shares 56,950 $1.41M 0.11% +1,188 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: 5,075 shares; 2024Q4: 5,106 shares; 2025Q1: 5,269 shares; 2025Q2: 5,382 shares; 2025Q3: 5,389 shares; 2025Q4: 5,463 shares 5,463 $1.41M 0.11% +74 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,833 shares; 2024Q4: 32,759 shares; 2025Q1: 35,072 shares; 2025Q2: 33,988 shares; 2025Q3: 32,161 shares; 2025Q4: 29,322 shares 29,322 $1.37M 0.1% -2,839 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: 2,563 shares; 2024Q4: 2,512 shares; 2025Q1: 2,712 shares; 2025Q2: 3,377 shares; 2025Q3: 3,997 shares; 2025Q4: 4,282 shares 4,282 $1.36M 0.1% +285 Timeline IJT 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: 9,594 shares; 2024Q4: 11,760 shares; 2025Q1: 9,481 shares; 2025Q2: 8,566 shares; 2025Q3: 8,544 shares; 2025Q4: 9,446 shares 9,446 $1.33M 0.1% +902 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,769 shares; 2024Q4: 3,731 shares; 2025Q1: 3,847 shares; 2025Q2: 4,061 shares; 2025Q3: 4,002 shares; 2025Q4: 3,997 shares 3,997 $1.31M 0.1% -5 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,551 shares; 2024Q4: 18,101 shares; 2025Q1: 18,196 shares; 2025Q2: 15,638 shares; 2025Q3: 14,178 shares; 2025Q4: 12,916 shares 12,916 $1.29M 0.1% -1,262 Timeline IGE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,680 shares; 2024Q4: 20,815 shares; 2025Q1: 21,828 shares; 2025Q2: 23,852 shares; 2025Q3: 24,283 shares; 2025Q4: 25,481 shares 25,481 $1.28M 0.1% +1,198 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: 11,786 shares; 2024Q4: 11,694 shares; 2025Q1: 12,323 shares; 2025Q2: 13,114 shares; 2025Q3: 12,942 shares; 2025Q4: 13,589 shares 13,589 $1.27M 0.09% +647 Timeline AMJB JPMORGAN CHASE FINL CO LLC More: the full row for JPMORGAN CHASE FINL CO LLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 276,464 shares; 2024Q4: 174,826 shares; 2025Q1: 105,703 shares; 2025Q2: 60,266 shares; 2025Q3: 52,076 shares; 2025Q4: 41,824 shares 41,824 $1.25M 0.09% -10,252 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: 4,469 shares; 2024Q4: 4,394 shares; 2025Q1: 4,645 shares; 2025Q2: 4,930 shares; 2025Q3: 5,111 shares; 2025Q4: 5,408 shares 5,408 $1.25M 0.09% +297 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: 9,034 shares; 2024Q4: 8,756 shares; 2025Q1: 9,417 shares; 2025Q2: 9,633 shares; 2025Q3: 10,382 shares; 2025Q4: 10,633 shares 10,633 $1.24M 0.09% +251 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,998 shares; 2024Q4: 5,015 shares; 2025Q1: 5,084 shares; 2025Q2: 5,130 shares; 2025Q3: 5,235 shares; 2025Q4: 5,426 shares 5,426 $1.24M 0.09% +191 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: 5,862 shares; 2024Q4: 5,696 shares; 2025Q1: 6,066 shares; 2025Q2: 6,838 shares; 2025Q3: 6,738 shares; 2025Q4: 7,016 shares 7,016 $1.2M 0.09% +278 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: 1,056 shares; 2024Q4: 1,052 shares; 2025Q1: 1,420 shares; 2025Q2: 1,443 shares; 2025Q3: 1,450 shares; 2025Q4: 1,457 shares 1,457 $1.18M 0.09% +7 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,984 shares; 2024Q4: 10,427 shares; 2025Q1: 10,429 shares; 2025Q2: 10,431 shares; 2025Q3: 10,180 shares; 2025Q4: 9,534 shares 9,534 $1.18M 0.09% -646 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: 3,385 shares; 2024Q4: 3,332 shares; 2025Q1: 3,347 shares; 2025Q2: 3,383 shares; 2025Q3: 3,411 shares; 2025Q4: 3,358 shares 3,358 $1.13M 0.08% -53 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: 1,673 shares; 2024Q4: 1,688 shares; 2025Q1: 1,754 shares; 2025Q2: 1,968 shares; 2025Q3: 1,968 shares; 2025Q4: 2,189 shares 2,189 $1.12M 0.08% +221 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: 2,323 shares; 2024Q4: 2,286 shares; 2025Q1: 2,422 shares; 2025Q2: 2,463 shares; 2025Q3: 2,307 shares; 2025Q4: 2,305 shares 2,305 $1.11M 0.08% -2 Timeline TIP 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: 5,796 shares; 2024Q4: 7,406 shares; 2025Q1: 8,346 shares; 2025Q2: 8,492 shares; 2025Q3: 9,680 shares; 2025Q4: 9,903 shares 9,903 $1.09M 0.08% +223 Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,478 shares; 2024Q4: 58,491 shares; 2025Q1: 58,491 shares; 2025Q2: 59,965 shares; 2025Q3: 59,894 shares; 2025Q4: 60,001 shares 60,001 $1.08M 0.08% +107 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: 6,105 shares; 2025Q1: 6,378 shares; 2025Q2: 6,212 shares; 2025Q3: 5,994 shares; 2025Q4: 6,137 shares 6,137 $1.05M 0.08% +143 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,353 shares; 2024Q4: 2,603 shares; 2025Q1: 2,473 shares; 2025Q2: 3,614 shares; 2025Q3: 3,507 shares; 2025Q4: 3,613 shares 3,613 $1.04M 0.08% +106 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,073 shares; 2024Q4: 11,490 shares; 2025Q1: 12,928 shares; 2025Q2: 12,358 shares; 2025Q3: 12,126 shares; 2025Q4: 11,671 shares 11,671 $1.03M 0.08% -455 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: 3,911 shares; 2024Q4: 3,932 shares; 2025Q1: 3,860 shares; 2025Q2: 3,704 shares; 2025Q3: 4,052 shares; 2025Q4: 4,456 shares 4,456 $1.02M 0.08% +404 Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 67 shares; 2025Q1: 5,846 shares; 2025Q2: 5,666 shares; 2025Q3: 5,054 shares; 2025Q4: 4,420 shares 4,420 $1.02M 0.08% -634 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,496 shares; 2024Q4: 20,286 shares; 2025Q1: 20,339 shares; 2025Q2: 18,663 shares; 2025Q3: 12,426 shares; 2025Q4: 13,870 shares 13,870 $1.01M 0.08% +1,444 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,083 shares; 2024Q4: 5,153 shares; 2025Q1: 5,094 shares; 2025Q2: 6,328 shares; 2025Q3: 6,156 shares; 2025Q4: 6,296 shares 6,296 $1.01M 0.08% +140 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,099 shares; 2024Q4: 13,930 shares; 2025Q1: 13,838 shares; 2025Q2: 7,120 shares; 2025Q3: 7,120 shares; 2025Q4: 8,770 shares 8,770 $997K 0.07% +1,650 Timeline GOLF ACUSHNET HLDGS CORP More: the full row for ACUSHNET HLDGS 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: 20 shares; 2025Q2: 12,272 shares; 2025Q3: 12,272 shares; 2025Q4: 12,280 shares 12,280 $980K 0.07% +8 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,560 shares; 2024Q4: 3,695 shares; 2025Q1: 3,690 shares; 2025Q2: 3,897 shares; 2025Q3: 6,898 shares; 2025Q4: 6,899 shares 6,899 $973K 0.07% +1 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,017 shares; 2024Q4: 4,948 shares; 2025Q1: 11,535 shares; 2025Q2: 9,586 shares; 2025Q3: 9,544 shares; 2025Q4: 9,256 shares 9,256 $972K 0.07% -288 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: 2,523 shares; 2024Q4: 2,427 shares; 2025Q1: 2,505 shares; 2025Q2: 3,510 shares; 2025Q3: 3,484 shares; 2025Q4: 3,517 shares 3,517 $968K 0.07% +33 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,821 shares; 2024Q4: 2,838 shares; 2025Q1: 2,966 shares; 2025Q2: 4,375 shares; 2025Q3: 4,491 shares; 2025Q4: 4,347 shares 4,347 $944K 0.07% -144 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: 9,773 shares; 2024Q4: 12,637 shares; 2025Q1: 13,162 shares; 2025Q2: 13,259 shares; 2025Q3: 13,922 shares; 2025Q4: 16,302 shares 16,302 $940K 0.07% +2,380 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,641 shares; 2024Q4: 2,657 shares; 2025Q1: 2,730 shares; 2025Q2: 6,140 shares; 2025Q3: 6,106 shares; 2025Q4: 6,180 shares 6,180 $935K 0.07% +74 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: 3,064 shares; 2024Q4: 3,338 shares; 2025Q1: 3,257 shares; 2025Q2: 3,219 shares; 2025Q3: 3,197 shares; 2025Q4: 3,269 shares 3,269 $933K 0.07% +72 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,371 shares; 2024Q4: 3,471 shares; 2025Q1: 11,974 shares; 2025Q2: 12,082 shares; 2025Q3: 11,975 shares; 2025Q4: 11,984 shares 11,984 $927K 0.07% +9 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: 3,037 shares; 2024Q4: 3,053 shares; 2025Q1: 3,112 shares; 2025Q2: 3,162 shares; 2025Q3: 3,112 shares; 2025Q4: 3,143 shares 3,143 $907K 0.07% +31 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,247 shares; 2024Q4: 27,741 shares; 2025Q1: 30,000 shares; 2025Q2: 30,000 shares; 2025Q3: 30,000 shares; 2025Q4: 30,000 shares 30,000 $902K 0.07% 0 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,190 shares; 2024Q4: 8,661 shares; 2025Q1: 8,781 shares; 2025Q2: 8,953 shares; 2025Q3: 8,450 shares; 2025Q4: 20,068 shares 20,068 $897K 0.07% +11,618 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: 18,487 shares; 2024Q4: 22,176 shares; 2025Q1: 21,353 shares; 2025Q2: 25,500 shares; 2025Q3: 24,086 shares; 2025Q4: 16,806 shares 16,806 $897K 0.07% -7,280 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,279 shares; 2024Q4: 1,286 shares; 2025Q1: 2,518 shares; 2025Q2: 2,496 shares; 2025Q3: 6,488 shares; 2025Q4: 6,525 shares 6,525 $893K 0.07% +37 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: 441 shares; 2024Q4: 290 shares; 2025Q1: 1,251 shares; 2025Q2: 1,184 shares; 2025Q3: 1,102 shares; 2025Q4: 1,321 shares 1,321 $890K 0.07% +219 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,997 shares; 2024Q4: 9,872 shares; 2025Q1: 9,094 shares; 2025Q2: 9,101 shares; 2025Q3: 9,180 shares; 2025Q4: 8,692 shares 8,692 $868K 0.07% -488 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: 7,324 shares; 2024Q4: 7,803 shares; 2025Q1: 7,985 shares; 2025Q2: 7,898 shares; 2025Q3: 7,348 shares; 2025Q4: 7,226 shares 7,226 $865K 0.06% -122 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: 3,553 shares; 2024Q4: 3,520 shares; 2025Q1: 4,032 shares; 2025Q2: 4,704 shares; 2025Q3: 4,873 shares; 2025Q4: 5,318 shares 5,318 $865K 0.06% +445 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: 8,167 shares; 2024Q4: 8,087 shares; 2025Q1: 7,646 shares; 2025Q2: 8,065 shares; 2025Q3: 8,216 shares; 2025Q4: 8,553 shares 8,553 $854K 0.06% +337 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: 3,745 shares; 2024Q4: 4,524 shares; 2025Q1: 3,752 shares; 2025Q2: 3,771 shares; 2025Q3: 3,832 shares; 2025Q4: 4,313 shares 4,313 $841K 0.06% +481 Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,961 shares; 2025Q1: 22,863 shares; 2025Q2: 25,973 shares; 2025Q3: 25,415 shares; 2025Q4: 33,144 shares 33,144 $831K 0.06% +7,729 Timeline SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,251 shares; 2024Q4: 24,534 shares; 2025Q1: 31,556 shares; 2025Q2: 37,928 shares; 2025Q3: 37,236 shares; 2025Q4: 39,766 shares 39,766 $831K 0.06% +2,530 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,998 shares; 2024Q4: 32,095 shares; 2025Q1: 32,128 shares; 2025Q2: 30,975 shares; 2025Q3: 31,029 shares; 2025Q4: 30,521 shares 30,521 $821K 0.06% -508 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: 1,130 shares; 2024Q4: 1,099 shares; 2025Q1: 1,235 shares; 2025Q2: 3,493 shares; 2025Q3: 3,309 shares; 2025Q4: 3,310 shares 3,310 $815K 0.06% +1 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,991 shares; 2024Q4: 2,953 shares; 2025Q1: 2,950 shares; 2025Q2: 3,232 shares; 2025Q3: 3,182 shares; 2025Q4: 3,111 shares 3,111 $813K 0.06% -71 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 296 shares; 2024Q4: 2,171 shares; 2025Q1: 2,613 shares; 2025Q2: 3,990 shares; 2025Q3: 5,048 shares; 2025Q4: 5,018 shares 5,018 $810K 0.06% -30 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: 1,076 shares; 2024Q4: 1,134 shares; 2025Q1: 1,153 shares; 2025Q2: 1,186 shares; 2025Q3: 1,200 shares; 2025Q4: 1,217 shares 1,217 $806K 0.06% +17 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: 1,066 shares; 2024Q4: 1,039 shares; 2025Q1: 1,173 shares; 2025Q2: 978 shares; 2025Q3: 1,290 shares; 2025Q4: 1,382 shares 1,382 $801K 0.06% +92 Timeline GEW EA SERIES TRUST More: the full row for EA 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: 15,535 shares; 2025Q4: 15,535 shares 15,535 $799K 0.06% 0 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,665 shares; 2024Q4: 21,377 shares; 2025Q1: 21,372 shares; 2025Q2: 23,079 shares; 2025Q3: 23,194 shares; 2025Q4: 19,434 shares 19,434 $792K 0.06% -3,760 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,231 shares; 2024Q4: 8,341 shares; 2025Q1: 11,305 shares; 2025Q2: 10,665 shares; 2025Q3: 10,885 shares; 2025Q4: 6,581 shares 6,581 $791K 0.06% -4,304 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 260 shares; 2025Q1: 260 shares; 2025Q2: 10,271 shares; 2025Q3: 10,367 shares; 2025Q4: 10,367 shares 10,367 $790K 0.06% 0 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: 1,027 shares; 2024Q4: 1,026 shares; 2025Q1: 1,069 shares; 2025Q2: 1,400 shares; 2025Q3: 1,342 shares; 2025Q4: 1,380 shares 1,380 $787K 0.06% +38 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,132 shares; 2024Q4: 1,097 shares; 2025Q1: 1,142 shares; 2025Q2: 1,136 shares; 2025Q3: 1,070 shares; 2025Q4: 861 shares 861 $780K 0.06% -209 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,800 shares; 2024Q4: 6,854 shares; 2025Q1: 5,169 shares; 2025Q2: 5,195 shares; 2025Q3: 9,578 shares; 2025Q4: 15,244 shares 15,244 $774K 0.06% +5,666 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,314 shares; 2024Q4: 2,152 shares; 2025Q1: 2,190 shares; 2025Q2: 2,355 shares; 2025Q3: 2,172 shares; 2025Q4: 2,201 shares 2,201 $770K 0.06% +29 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: 1,613 shares; 2024Q4: 1,626 shares; 2025Q1: 1,776 shares; 2025Q2: 1,847 shares; 2025Q3: 1,811 shares; 2025Q4: 1,797 shares 1,797 $766K 0.06% -14 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,314 shares; 2024Q4: 6,447 shares; 2025Q1: 6,549 shares; 2025Q2: 6,773 shares; 2025Q3: 6,825 shares; 2025Q4: 6,722 shares 6,722 $765K 0.06% -103 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,382 shares; 2024Q4: 1,499 shares; 2025Q1: 1,580 shares; 2025Q2: 1,650 shares; 2025Q3: 2,027 shares; 2025Q4: 2,618 shares 2,618 $760K 0.06% +591 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: 3,228 shares; 2024Q4: 4,040 shares; 2025Q1: 19,434 shares; 2025Q2: 20,735 shares; 2025Q3: 18,288 shares; 2025Q4: 15,070 shares 15,070 $758K 0.06% -3,218 Timeline NUMV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,471 shares; 2024Q4: 19,725 shares; 2025Q1: 18,962 shares; 2025Q2: 18,962 shares; 2025Q3: 18,962 shares; 2025Q4: 19,180 shares 19,180 $750K 0.06% +218 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,038 shares; 2024Q4: 2,336 shares; 2025Q1: 2,308 shares; 2025Q2: 2,834 shares; 2025Q3: 3,245 shares; 2025Q4: 3,413 shares 3,413 $750K 0.06% +168 Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,010 shares; 2024Q4: 16,140 shares; 2025Q1: 16,311 shares; 2025Q2: 16,301 shares; 2025Q3: 16,301 shares; 2025Q4: 16,393 shares 16,393 $746K 0.06% +92 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: 3,693 shares; 2024Q4: 3,715 shares; 2025Q1: 4,457 shares; 2025Q2: 4,623 shares; 2025Q3: 4,587 shares; 2025Q4: 5,383 shares 5,383 $742K 0.06% +796 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: 1,602 shares; 2024Q4: 1,455 shares; 2025Q1: 1,394 shares; 2025Q2: 2,063 shares; 2025Q3: 1,823 shares; 2025Q4: 2,428 shares 2,428 $738K 0.06% +605 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,946 shares; 2024Q4: 1,952 shares; 2025Q1: 1,973 shares; 2025Q2: 2,542 shares; 2025Q3: 2,545 shares; 2025Q4: 2,802 shares 2,802 $736K 0.06% +257 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: 3,370 shares; 2024Q4: 3,480 shares; 2025Q1: 3,992 shares; 2025Q2: 4,461 shares; 2025Q3: 4,782 shares; 2025Q4: 4,227 shares 4,227 $733K 0.05% -555 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: 6,037 shares; 2024Q4: 6,047 shares; 2025Q1: 5,831 shares; 2025Q2: 5,958 shares; 2025Q3: 6,111 shares; 2025Q4: 6,241 shares 6,241 $732K 0.05% +130 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: 6,479 shares; 2024Q4: 6,673 shares; 2025Q1: 6,140 shares; 2025Q2: 9,994 shares; 2025Q3: 9,329 shares; 2025Q4: 9,220 shares 9,220 $729K 0.05% -109 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: 6,531 shares; 2024Q4: 6,472 shares; 2025Q1: 6,894 shares; 2025Q2: 7,389 shares; 2025Q3: 6,922 shares; 2025Q4: 7,565 shares 7,565 $727K 0.05% +643 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: 6,207 shares; 2024Q4: 7,350 shares; 2025Q1: 7,439 shares; 2025Q2: 8,376 shares; 2025Q3: 7,916 shares; 2025Q4: 7,746 shares 7,746 $725K 0.05% -170 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: 2,020 shares; 2024Q4: 2,020 shares; 2025Q1: 2,020 shares; 2025Q2: 2,687 shares; 2025Q3: 2,687 shares; 2025Q4: 5,032 shares 5,032 $724K 0.05% +2,345 Timeline VYMI 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,020 shares 8,020 $722K 0.05% new Timeline UAN CVR PARTNERS LP/CVR NITROGEN More: the full row for CVR PARTNERS LP/CVR NITROGEN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: 7,000 shares; 2025Q2: 7,000 shares; 2025Q3: 7,000 shares; 2025Q4: 7,000 shares 7,000 $718K 0.05% 0 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,037 shares; 2024Q4: 3,454 shares; 2025Q1: 3,608 shares; 2025Q2: 3,535 shares; 2025Q3: 3,909 shares; 2025Q4: 3,883 shares 3,883 $715K 0.05% -26 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: 20,886 shares; 2024Q4: 17,006 shares; 2025Q1: 11,694 shares; 2025Q2: 12,047 shares; 2025Q3: 7,057 shares; 2025Q4: 7,153 shares 7,153 $714K 0.05% +96 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: 3,030 shares; 2024Q4: 2,865 shares; 2025Q1: 2,775 shares; 2025Q2: 2,906 shares; 2025Q3: 2,673 shares; 2025Q4: 2,695 shares 2,695 $714K 0.05% +22 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: 1,014 shares; 2024Q4: 1,034 shares; 2025Q1: 1,190 shares; 2025Q2: 1,351 shares; 2025Q3: 1,329 shares; 2025Q4: 1,364 shares 1,364 $713K 0.05% +35 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: 4,698 shares; 2024Q4: 5,130 shares; 2025Q1: 5,551 shares; 2025Q2: 7,160 shares; 2025Q3: 7,575 shares; 2025Q4: 8,697 shares 8,697 $711K 0.05% +1,122 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: 712 shares; 2024Q4: 616 shares; 2025Q1: 646 shares; 2025Q2: 558 shares; 2025Q3: 573 shares; 2025Q4: 583 shares 583 $708K 0.05% +10 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: 32,512 shares; 2024Q4: 32,117 shares; 2025Q1: 31,713 shares; 2025Q2: 32,064 shares; 2025Q3: 30,949 shares; 2025Q4: 23,626 shares 23,626 $706K 0.05% -7,323 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,089 shares; 2024Q4: 1,089 shares; 2025Q1: 1,089 shares; 2025Q2: 1,165 shares; 2025Q3: 1,152 shares; 2025Q4: 1,152 shares 1,152 $695K 0.05% 0 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,562 shares; 2024Q4: 11,901 shares; 2025Q1: 12,190 shares; 2025Q2: 12,259 shares; 2025Q3: 12,148 shares; 2025Q4: 12,606 shares 12,606 $690K 0.05% +458 Timeline NUSA NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,700 shares; 2024Q4: 26,023 shares; 2025Q1: 26,209 shares; 2025Q2: 26,470 shares; 2025Q3: 26,725 shares; 2025Q4: 29,210 shares 29,210 $683K 0.05% +2,485 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,185 shares; 2024Q4: 11,998 shares; 2025Q1: 13,005 shares; 2025Q2: 13,933 shares; 2025Q3: 14,955 shares; 2025Q4: 18,486 shares 18,486 $682K 0.05% +3,531 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 485 shares; 2024Q4: 487 shares; 2025Q1: 1,164 shares; 2025Q2: 1,178 shares; 2025Q3: 1,191 shares; 2025Q4: 1,449 shares 1,449 $676K 0.05% +258 Timeline DFCF DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,022 shares; 2024Q4: 9,022 shares; 2025Q1: 9,022 shares; 2025Q2: 9,022 shares; 2025Q3: 9,022 shares; 2025Q4: 15,882 shares 15,882 $676K 0.05% +6,860 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: 33,333 shares; 2024Q4: 37,550 shares; 2025Q1: 37,550 shares; 2025Q2: 40,602 shares; 2025Q3: 40,379 shares; 2025Q4: 40,859 shares 40,859 $674K 0.05% +480 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: 728 shares; 2024Q4: 747 shares; 2025Q1: 850 shares; 2025Q2: 955 shares; 2025Q3: 1,090 shares; 2025Q4: 1,175 shares 1,175 $665K 0.05% +85 Timeline FTAI FTAI AVIATION LTD More: the full row for FTAI AVIATION 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: 40 shares; 2025Q2: 18 shares; 2025Q3: 3,293 shares; 2025Q4: 3,303 shares 3,303 $650K 0.05% +10 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: 1,709 shares; 2024Q4: 1,730 shares; 2025Q1: 1,976 shares; 2025Q2: 2,087 shares; 2025Q3: 2,142 shares; 2025Q4: 2,385 shares 2,385 $647K 0.05% +243 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: 17,522 shares; 2024Q4: 17,580 shares; 2025Q1: 17,798 shares; 2025Q2: 17,831 shares; 2025Q3: 17,434 shares; 2025Q4: 17,715 shares 17,715 $642K 0.05% +281 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: 7,097 shares; 2024Q4: 6,924 shares; 2025Q1: 7,570 shares; 2025Q2: 7,730 shares; 2025Q3: 7,682 shares; 2025Q4: 7,613 shares 7,613 $641K 0.05% -69 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 714 shares; 2024Q4: 706 shares; 2025Q1: 714 shares; 2025Q2: 930 shares; 2025Q3: 1,004 shares; 2025Q4: 4,165 shares 4,165 $638K 0.05% +3,161 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,286 shares; 2024Q4: 1,367 shares; 2025Q1: 1,129 shares; 2025Q2: 1,113 shares; 2025Q3: 1,443 shares; 2025Q4: 1,509 shares 1,509 $637K 0.05% +66 Timeline USRT 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: 3,200 shares; 2024Q4: 3,200 shares; 2025Q1: 3,200 shares; 2025Q2: 11,013 shares; 2025Q3: 11,042 shares; 2025Q4: 11,092 shares 11,092 $632K 0.05% +50 Timeline AR ANTERO RESOURCES CORP More: the full row for ANTERO RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 181 shares; 2024Q4: 2,692 shares; 2025Q1: 18,197 shares; 2025Q2: 18,207 shares; 2025Q3: 18,207 shares; 2025Q4: 18,301 shares 18,301 $631K 0.05% +94 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: 3,778 shares; 2024Q4: 3,799 shares; 2025Q1: 3,975 shares; 2025Q2: 3,887 shares; 2025Q3: 3,743 shares; 2025Q4: 3,869 shares 3,869 $630K 0.05% +126 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: 467 shares; 2024Q4: 447 shares; 2025Q1: 601 shares; 2025Q2: 654 shares; 2025Q3: 725 shares; 2025Q4: 766 shares 766 $628K 0.05% +41 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,051 shares; 2024Q4: 3,051 shares; 2025Q1: 3,051 shares; 2025Q2: 3,273 shares; 2025Q3: 3,273 shares; 2025Q4: 3,273 shares 3,273 $627K 0.05% 0 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,636 shares; 2024Q4: 25,703 shares; 2025Q1: 25,879 shares; 2025Q2: 20,437 shares; 2025Q3: 20,491 shares; 2025Q4: 20,234 shares 20,234 $626K 0.05% -257 Timeline EPS 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: 8,816 shares; 2025Q1: 8,816 shares; 2025Q2: 8,816 shares; 2025Q3: 8,816 shares; 2025Q4: 8,816 shares 8,816 $625K 0.05% 0 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,464 shares; 2024Q4: 10,481 shares; 2025Q1: 11,367 shares; 2025Q2: 13,110 shares; 2025Q3: 12,221 shares; 2025Q4: 11,586 shares 11,586 $624K 0.05% -635 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,295 shares; 2024Q4: 4,298 shares; 2025Q1: 4,314 shares; 2025Q2: 4,728 shares; 2025Q3: 4,736 shares; 2025Q4: 4,763 shares 4,763 $614K 0.05% +27 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: 4,476 shares; 2024Q4: 4,489 shares; 2025Q1: 4,684 shares; 2025Q2: 4,761 shares; 2025Q3: 5,072 shares; 2025Q4: 5,296 shares 5,296 $611K 0.05% +224 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: 1,291 shares; 2024Q4: 1,303 shares; 2025Q1: 1,426 shares; 2025Q2: 1,575 shares; 2025Q3: 1,655 shares; 2025Q4: 1,715 shares 1,715 $606K 0.05% +60 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: 11,691 shares; 2024Q4: 9,414 shares; 2025Q1: 9,315 shares; 2025Q2: 9,093 shares; 2025Q3: 9,020 shares; 2025Q4: 8,979 shares 8,979 $605K 0.05% -41 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,437 shares; 2024Q4: 1,621 shares; 2025Q1: 2,137 shares; 2025Q2: 5,637 shares; 2025Q3: 5,960 shares; 2025Q4: 5,671 shares 5,671 $605K 0.05% -289 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: 1,583 shares; 2024Q4: 1,598 shares; 2025Q1: 1,677 shares; 2025Q2: 1,748 shares; 2025Q3: 1,746 shares; 2025Q4: 1,784 shares 1,784 $603K 0.05% +38 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,118 shares; 2024Q4: 3,157 shares; 2025Q1: 3,446 shares; 2025Q2: 3,460 shares; 2025Q3: 3,379 shares; 2025Q4: 3,475 shares 3,475 $599K 0.04% +96 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,075 shares; 2024Q4: 11,099 shares; 2025Q1: 9,189 shares; 2025Q2: 9,190 shares; 2025Q3: 9,190 shares; 2025Q4: 8,560 shares 8,560 $596K 0.04% -630 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: 1,805 shares; 2024Q4: 1,890 shares; 2025Q1: 1,853 shares; 2025Q2: 1,953 shares; 2025Q3: 1,950 shares; 2025Q4: 1,994 shares 1,994 $578K 0.04% +44 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,182 shares; 2025Q1: 2,470 shares; 2025Q2: 2,654 shares; 2025Q3: 2,731 shares; 2025Q4: 4,408 shares 4,408 $578K 0.04% +1,677 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,769 shares; 2024Q4: 5,019 shares; 2025Q1: 4,476 shares; 2025Q2: 3,448 shares; 2025Q3: 3,628 shares; 2025Q4: 3,745 shares 3,745 $577K 0.04% +117 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,362 shares; 2024Q4: 6,527 shares; 2025Q1: 6,517 shares; 2025Q2: 6,760 shares; 2025Q3: 6,487 shares; 2025Q4: 5,811 shares 5,811 $568K 0.04% -676 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: 76 shares; 2024Q4: 76 shares; 2025Q1: 88 shares; 2025Q2: 101 shares; 2025Q3: 106 shares; 2025Q4: 106 shares 106 $568K 0.04% 0 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,769 shares; 2024Q4: 2,843 shares; 2025Q1: 3,010 shares; 2025Q2: 3,961 shares; 2025Q3: 4,025 shares; 2025Q4: 4,187 shares 4,187 $566K 0.04% +162 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,109 shares; 2024Q4: 1,200 shares; 2025Q1: 1,288 shares; 2025Q2: 1,440 shares; 2025Q3: 1,779 shares; 2025Q4: 2,058 shares 2,058 $562K 0.04% +279 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: 9,929 shares; 2024Q4: 9,383 shares; 2025Q1: 9,829 shares; 2025Q2: 11,039 shares; 2025Q3: 11,623 shares; 2025Q4: 11,409 shares 11,409 $561K 0.04% -214 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 845 shares; 2024Q4: 848 shares; 2025Q1: 1,020 shares; 2025Q2: 1,224 shares; 2025Q3: 1,185 shares; 2025Q4: 1,140 shares 1,140 $559K 0.04% -45 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,558 shares; 2024Q4: 19,558 shares; 2025Q1: 18,336 shares; 2025Q2: 18,336 shares; 2025Q3: 17,075 shares; 2025Q4: 17,075 shares 17,075 $559K 0.04% 0 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,063 shares; 2024Q4: 3,849 shares; 2025Q1: 4,075 shares; 2025Q2: 5,120 shares; 2025Q3: 4,045 shares; 2025Q4: 4,272 shares 4,272 $545K 0.04% +227 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,033 shares; 2024Q4: 17,921 shares; 2025Q1: 19,285 shares; 2025Q2: 19,288 shares; 2025Q3: 19,301 shares; 2025Q4: 19,111 shares 19,111 $544K 0.04% -190 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: 1,887 shares; 2024Q4: 1,916 shares; 2025Q1: 1,909 shares; 2025Q2: 1,934 shares; 2025Q3: 1,811 shares; 2025Q4: 1,138 shares 1,138 $534K 0.04% -673 Timeline LOPE GRAND CANYON ED INC More: the full row for GRAND CANYON ED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,290 shares; 2024Q4: 3,461 shares; 2025Q1: 3,616 shares; 2025Q2: 3,141 shares; 2025Q3: 2,904 shares; 2025Q4: 3,171 shares 3,171 $527K 0.04% +267 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: 1,793 shares; 2024Q4: 1,804 shares; 2025Q1: 1,665 shares; 2025Q2: 1,585 shares; 2025Q3: 1,487 shares; 2025Q4: 1,699 shares 1,699 $527K 0.04% +212 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,210 shares; 2024Q4: 3,210 shares; 2025Q1: 3,935 shares; 2025Q2: 3,151 shares; 2025Q3: 2,967 shares; 2025Q4: 2,967 shares 2,967 $526K 0.04% 0 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: 2,790 shares; 2024Q4: 3,007 shares; 2025Q1: 3,121 shares; 2025Q2: 3,916 shares; 2025Q3: 4,116 shares; 2025Q4: 4,230 shares 4,230 $519K 0.04% +114 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: 5,471 shares; 2024Q4: 5,671 shares; 2025Q1: 6,459 shares; 2025Q2: 6,784 shares; 2025Q3: 6,512 shares; 2025Q4: 7,024 shares 7,024 $516K 0.04% +512 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: 897 shares; 2024Q4: 867 shares; 2025Q1: 965 shares; 2025Q2: 988 shares; 2025Q3: 1,275 shares; 2025Q4: 1,294 shares 1,294 $504K 0.04% +19 Timeline LRGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,757 shares; 2024Q4: 9,057 shares; 2025Q1: 7,721 shares; 2025Q2: 7,661 shares; 2025Q3: 7,187 shares; 2025Q4: 7,231 shares 7,231 $502K 0.04% +44 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 607 shares; 2024Q4: 659 shares; 2025Q1: 489 shares; 2025Q2: 453 shares; 2025Q3: 1,579 shares; 2025Q4: 1,790 shares 1,790 $493K 0.04% +211 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,783 shares; 2024Q4: 2,525 shares; 2025Q1: 18,840 shares; 2025Q2: 19,038 shares; 2025Q3: 18,721 shares; 2025Q4: 18,714 shares 18,714 $493K 0.04% -7 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,588 shares; 2024Q4: 5,234 shares; 2025Q1: 5,228 shares; 2025Q2: 5,221 shares; 2025Q3: 5,213 shares; 2025Q4: 5,217 shares 5,217 $490K 0.04% +4 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: 8 shares; 2024Q4: 8 shares; 2025Q1: 8 shares; 2025Q2: 2,408 shares; 2025Q3: 2,408 shares; 2025Q4: 2,426 shares 2,426 $484K 0.04% +18 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: 2,281 shares; 2024Q4: 2,384 shares; 2025Q1: 3,519 shares; 2025Q2: 2,554 shares; 2025Q3: 3,520 shares; 2025Q4: 3,710 shares 3,710 $479K 0.04% +190 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: 190 shares; 2024Q4: 631 shares; 2025Q1: 631 shares; 2025Q2: 1,223 shares; 2025Q3: 1,223 shares; 2025Q4: 1,183 shares 1,183 $469K 0.04% -40 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 496 shares; 2024Q4: 626 shares; 2025Q1: 1,244 shares; 2025Q2: 1,066 shares; 2025Q3: 680 shares; 2025Q4: 5,780 shares 5,780 $463K 0.03% +5,100 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,545 shares; 2024Q4: 7,652 shares; 2025Q1: 20,726 shares; 2025Q2: 20,735 shares; 2025Q3: 17,983 shares; 2025Q4: 17,629 shares 17,629 $462K 0.03% -354 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: 415 shares; 2024Q4: 421 shares; 2025Q1: 504 shares; 2025Q2: 515 shares; 2025Q3: 534 shares; 2025Q4: 520 shares 520 $457K 0.03% -14 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: 907 shares; 2024Q4: 867 shares; 2025Q1: 884 shares; 2025Q2: 884 shares; 2025Q3: 694 shares; 2025Q4: 1,002 shares 1,002 $454K 0.03% +308 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,031 shares; 2024Q4: 24,435 shares; 2025Q1: 23,152 shares; 2025Q2: 19,783 shares; 2025Q3: 18,610 shares; 2025Q4: 18,888 shares 18,888 $454K 0.03% +278 Timeline SSD SIMPSON MFG INC More: the full row for SIMPSON MFG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 824 shares; 2025Q1: 844 shares; 2025Q2: 2,779 shares; 2025Q3: 2,837 shares; 2025Q4: 2,806 shares 2,806 $453K 0.03% -31 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: 4,482 shares; 2024Q4: 4,984 shares; 2025Q1: 5,138 shares; 2025Q2: 5,296 shares; 2025Q3: 5,135 shares; 2025Q4: 5,164 shares 5,164 $452K 0.03% +29 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,421 shares; 2024Q4: 1,436 shares; 2025Q1: 1,568 shares; 2025Q2: 1,715 shares; 2025Q3: 2,229 shares; 2025Q4: 2,222 shares 2,222 $451K 0.03% -7 Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,126 shares; 2024Q4: 1,925 shares; 2025Q1: 1,805 shares; 2025Q2: 1,537 shares; 2025Q3: 1,351 shares; 2025Q4: 1,387 shares 1,387 $449K 0.03% +36 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,874 shares; 2024Q4: 12,285 shares; 2025Q1: 11,512 shares; 2025Q2: 11,507 shares; 2025Q3: 11,508 shares; 2025Q4: 7,509 shares 7,509 $447K 0.03% -3,999 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 234 shares; 2024Q4: 230 shares; 2025Q1: 241 shares; 2025Q2: 226 shares; 2025Q3: 1,980 shares; 2025Q4: 2,043 shares 2,043 $443K 0.03% +63 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,416 shares; 2024Q4: 4,829 shares; 2025Q1: 3,959 shares; 2025Q2: 3,809 shares; 2025Q3: 4,346 shares; 2025Q4: 4,347 shares 4,347 $443K 0.03% +1 Timeline SF STIFEL FINL CORP More: the full row for STIFEL FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 978 shares; 2024Q4: 934 shares; 2025Q1: 1,177 shares; 2025Q2: 1,158 shares; 2025Q3: 3,506 shares; 2025Q4: 3,533 shares 3,533 $442K 0.03% +27 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,484 shares; 2024Q4: 2,995 shares; 2025Q1: 2,353 shares; 2025Q2: 2,455 shares; 2025Q3: 2,389 shares; 2025Q4: 2,448 shares 2,448 $441K 0.03% +59 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: 683 shares; 2024Q4: 752 shares; 2025Q1: 778 shares; 2025Q2: 922 shares; 2025Q3: 893 shares; 2025Q4: 930 shares 930 $436K 0.03% +37 Timeline INDA 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: 549 shares; 2024Q4: 549 shares; 2025Q1: 8,549 shares; 2025Q2: 8,587 shares; 2025Q3: 8,587 shares; 2025Q4: 8,000 shares 8,000 $432K 0.03% -587 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,471 shares; 2024Q4: 7,512 shares; 2025Q1: 7,347 shares; 2025Q2: 8,307 shares; 2025Q3: 8,627 shares; 2025Q4: 9,265 shares 9,265 $431K 0.03% +638 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,078 shares; 2024Q4: 3,085 shares; 2025Q1: 3,089 shares; 2025Q2: 3,120 shares; 2025Q3: 3,079 shares; 2025Q4: 3,136 shares 3,136 $427K 0.03% +57 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 647 shares; 2024Q4: 642 shares; 2025Q1: 723 shares; 2025Q2: 4,511 shares; 2025Q3: 4,582 shares; 2025Q4: 4,103 shares 4,103 $420K 0.03% -479 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 983 shares; 2024Q4: 997 shares; 2025Q1: 1,077 shares; 2025Q2: 1,121 shares; 2025Q3: 1,139 shares; 2025Q4: 1,188 shares 1,188 $418K 0.03% +49 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: 3,035 shares; 2024Q4: 3,167 shares; 2025Q1: 3,290 shares; 2025Q2: 3,362 shares; 2025Q3: 3,590 shares; 2025Q4: 3,718 shares 3,718 $410K 0.03% +128 Timeline DJP BARCLAYS BANK PLC More: the full row for BARCLAYS BANK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,989 shares; 2024Q4: 8,852 shares; 2025Q1: 8,852 shares; 2025Q2: 10,344 shares; 2025Q3: 10,344 shares; 2025Q4: 10,868 shares 10,868 $409K 0.03% +524 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: 1,372 shares; 2024Q4: 1,393 shares; 2025Q1: 1,430 shares; 2025Q2: 1,564 shares; 2025Q3: 1,562 shares; 2025Q4: 1,458 shares 1,458 $407K 0.03% -104 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 875 shares; 2024Q4: 783 shares; 2025Q1: 801 shares; 2025Q2: 801 shares; 2025Q3: 766 shares; 2025Q4: 721 shares 721 $405K 0.03% -45 Timeline RBA RB GLOBAL INC More: the full row for RB GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,495 shares; 2024Q4: 4,208 shares; 2025Q1: 4,334 shares; 2025Q2: 3,622 shares; 2025Q3: 3,837 shares; 2025Q4: 3,924 shares 3,924 $404K 0.03% +87 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,164 shares; 2024Q4: 5,026 shares; 2025Q1: 5,318 shares; 2025Q2: 4,482 shares; 2025Q3: 4,257 shares; 2025Q4: 5,418 shares 5,418 $398K 0.03% +1,161 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: 2,162 shares; 2024Q4: 2,123 shares; 2025Q1: 2,190 shares; 2025Q2: 2,362 shares; 2025Q3: 2,397 shares; 2025Q4: 2,251 shares 2,251 $395K 0.03% -146 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: 5,600 shares; 2024Q4: 5,069 shares; 2025Q1: 5,104 shares; 2025Q2: 5,227 shares; 2025Q3: 4,561 shares; 2025Q4: 4,967 shares 4,967 $394K 0.03% +406 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: 2,978 shares; 2024Q4: 3,043 shares; 2025Q1: 3,043 shares; 2025Q2: 3,043 shares; 2025Q3: 2,978 shares; 2025Q4: 2,978 shares 2,978 $392K 0.03% 0 Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 925 shares; 2024Q4: 853 shares; 2025Q1: 871 shares; 2025Q2: 1,606 shares; 2025Q3: 1,623 shares; 2025Q4: 2,119 shares 2,119 $387K 0.03% +496 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,408 shares; 2024Q4: 4,178 shares; 2025Q1: 3,940 shares; 2025Q2: 6,176 shares; 2025Q3: 6,028 shares; 2025Q4: 6,057 shares 6,057 $386K 0.03% +29 Timeline FIVE FIVE BELOW INC More: the full row for FIVE BELOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,215 shares; 2024Q4: 1,994 shares; 2025Q1: 1,956 shares; 2025Q2: 1,945 shares; 2025Q3: 1,978 shares; 2025Q4: 2,047 shares 2,047 $386K 0.03% +69 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: 3,633 shares; 2024Q4: 3,141 shares; 2025Q1: 3,394 shares; 2025Q2: 4,536 shares; 2025Q3: 4,323 shares; 2025Q4: 4,040 shares 4,040 $385K 0.03% -283 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: 2,066 shares; 2024Q4: 2,214 shares; 2025Q1: 2,665 shares; 2025Q2: 3,316 shares; 2025Q3: 3,177 shares; 2025Q4: 4,705 shares 4,705 $383K 0.03% +1,528 Timeline AZZ AZZ INC More: the full row for AZZ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,515 shares; 2024Q4: 3,658 shares; 2025Q1: 3,719 shares; 2025Q2: 3,571 shares; 2025Q3: 3,542 shares; 2025Q4: 3,560 shares 3,560 $382K 0.03% +18 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,380 shares; 2024Q4: 5,926 shares; 2025Q1: 6,044 shares; 2025Q2: 5,883 shares; 2025Q3: 6,009 shares; 2025Q4: 6,354 shares 6,354 $381K 0.03% +345 Timeline NULG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,895 shares; 2024Q4: 4,895 shares; 2025Q1: 5,069 shares; 2025Q2: 5,069 shares; 2025Q3: 4,556 shares; 2025Q4: 3,849 shares 3,849 $376K 0.03% -707 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: 6,166 shares; 2024Q4: 6,715 shares; 2025Q1: 6,499 shares; 2025Q2: 6,172 shares; 2025Q3: 6,565 shares; 2025Q4: 5,902 shares 5,902 $376K 0.03% -663 Timeline KSS KOHLS CORP More: the full row for KOHLS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,803 shares; 2024Q4: 17,803 shares; 2025Q1: 18,319 shares; 2025Q2: 18,291 shares; 2025Q3: 18,291 shares; 2025Q4: 18,291 shares 18,291 $373K 0.03% 0 Timeline AM ANTERO MIDSTREAM CORP More: the full row for ANTERO MIDSTREAM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,901 shares; 2024Q4: 20,898 shares; 2025Q1: 21,036 shares; 2025Q2: 20,898 shares; 2025Q3: 40,902 shares; 2025Q4: 20,954 shares 20,954 $373K 0.03% -19,948 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: 340 shares; 2024Q4: 425 shares; 2025Q1: 438 shares; 2025Q2: 425 shares; 2025Q3: 378 shares; 2025Q4: 492 shares 492 $371K 0.03% +114 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,991 shares; 2024Q4: 2,203 shares; 2025Q1: 3,340 shares; 2025Q2: 4,313 shares; 2025Q3: 3,689 shares; 2025Q4: 3,726 shares 3,726 $370K 0.03% +37 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 974 shares; 2024Q4: 758 shares; 2025Q1: 793 shares; 2025Q2: 787 shares; 2025Q3: 780 shares; 2025Q4: 813 shares 813 $369K 0.03% +33 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: 1,986 shares; 2024Q4: 1,992 shares; 2025Q1: 2,060 shares; 2025Q2: 2,234 shares; 2025Q3: 2,244 shares; 2025Q4: 2,292 shares 2,292 $369K 0.03% +48 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: 1,009 shares; 2024Q4: 1,198 shares; 2025Q1: 1,540 shares; 2025Q2: 1,947 shares; 2025Q3: 1,770 shares; 2025Q4: 1,791 shares 1,791 $368K 0.03% +21 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,643 shares; 2024Q4: 1,586 shares; 2025Q1: 1,629 shares; 2025Q2: 1,626 shares; 2025Q3: 1,652 shares; 2025Q4: 1,644 shares 1,644 $368K 0.03% -8 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: 1,391 shares; 2024Q4: 1,437 shares; 2025Q1: 1,578 shares; 2025Q2: 1,865 shares; 2025Q3: 1,928 shares; 2025Q4: 1,977 shares 1,977 $367K 0.03% +49 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: 5,549 shares 5,549 $363K 0.03% new Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,460 shares; 2024Q4: 8,842 shares; 2025Q1: 7,590 shares; 2025Q2: 7,590 shares; 2025Q3: 7,515 shares; 2025Q4: 7,197 shares 7,197 $359K 0.03% -318 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: 1,690 shares; 2024Q4: 1,649 shares; 2025Q1: 1,682 shares; 2025Q2: 2,138 shares; 2025Q3: 2,149 shares; 2025Q4: 2,189 shares 2,189 $357K 0.03% +40 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 446 shares; 2024Q4: 307 shares; 2025Q1: 364 shares; 2025Q2: 533 shares; 2025Q3: 624 shares; 2025Q4: 610 shares 610 $354K 0.03% -14 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: 2,111 shares; 2024Q4: 1,897 shares; 2025Q1: 2,032 shares; 2025Q2: 2,284 shares; 2025Q3: 1,943 shares; 2025Q4: 2,000 shares 2,000 $348K 0.03% +57 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,348 shares; 2024Q4: 1,256 shares; 2025Q1: 1,184 shares; 2025Q2: 1,943 shares; 2025Q3: 1,966 shares; 2025Q4: 1,795 shares 1,795 $348K 0.03% -171 Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,343 shares; 2024Q4: 4,348 shares; 2025Q1: 4,348 shares; 2025Q2: 4,345 shares; 2025Q3: 4,345 shares; 2025Q4: 4,343 shares 4,343 $348K 0.03% -2 Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,394 shares; 2024Q4: 1,231 shares; 2025Q1: 1,267 shares; 2025Q2: 1,318 shares; 2025Q3: 1,332 shares; 2025Q4: 1,258 shares 1,258 $346K 0.03% -74 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: 2,075 shares; 2024Q4: 2,069 shares; 2025Q1: 2,131 shares; 2025Q2: 2,503 shares; 2025Q3: 2,245 shares; 2025Q4: 2,802 shares 2,802 $345K 0.03% +557 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 221 shares; 2024Q4: 222 shares; 2025Q1: 240 shares; 2025Q2: 2,551 shares; 2025Q3: 3,738 shares; 2025Q4: 3,746 shares 3,746 $342K 0.03% +8 Timeline NULV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,820 shares; 2024Q4: 9,820 shares; 2025Q1: 9,327 shares; 2025Q2: 9,327 shares; 2025Q3: 9,327 shares; 2025Q4: 7,569 shares 7,569 $341K 0.03% -1,758 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: 1,120 shares; 2024Q4: 2,507 shares; 2025Q1: 2,046 shares; 2025Q2: 1,662 shares; 2025Q3: 1,662 shares; 2025Q4: 2,187 shares 2,187 $339K 0.03% +525 Timeline IWY 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: 655 shares; 2024Q4: 805 shares; 2025Q1: 1,221 shares; 2025Q2: 1,221 shares; 2025Q3: 1,221 shares; 2025Q4: 1,221 shares 1,221 $338K 0.03% 0 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: 703 shares; 2024Q4: 707 shares; 2025Q1: 737 shares; 2025Q2: 733 shares; 2025Q3: 780 shares; 2025Q4: 882 shares 882 $338K 0.03% +102 Timeline SILA SILA REALTY TRUST INC More: the full row for SILA REALTY TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,975 shares; 2024Q4: 11,975 shares; 2025Q1: 11,975 shares; 2025Q2: 11,975 shares; 2025Q3: 14,491 shares; 2025Q4: 14,491 shares 14,491 $338K 0.03% 0 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,805 shares 3,805 $335K 0.03% new 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: 3,453 shares; 2024Q4: 3,653 shares; 2025Q1: 3,453 shares; 2025Q2: 3,453 shares; 2025Q3: 3,453 shares; 2025Q4: 3,453 shares 3,453 $335K 0.03% 0 Timeline PHO 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: 4,750 shares; 2024Q4: 4,750 shares; 2025Q1: 4,750 shares; 2025Q2: 4,750 shares; 2025Q3: 4,750 shares; 2025Q4: 4,750 shares 4,750 $334K 0.03% 0 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 734 shares; 2024Q4: 878 shares; 2025Q1: 1,208 shares; 2025Q2: 1,386 shares; 2025Q3: 1,386 shares; 2025Q4: 5,528 shares 5,528 $334K 0.03% +4,142 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,223 shares; 2024Q4: 1,525 shares; 2025Q1: 1,696 shares; 2025Q2: 1,565 shares; 2025Q3: 2,334 shares; 2025Q4: 2,180 shares 2,180 $328K 0.02% -154 Timeline PRI PRIMERICA INC More: the full row for PRIMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90 shares; 2024Q4: 104 shares; 2025Q1: 100 shares; 2025Q2: 1,299 shares; 2025Q3: 1,257 shares; 2025Q4: 1,266 shares 1,266 $327K 0.02% +9 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: 1,549 shares; 2024Q4: 1,453 shares; 2025Q1: 1,433 shares; 2025Q2: 1,490 shares; 2025Q3: 3,241 shares; 2025Q4: 3,359 shares 3,359 $326K 0.02% +118 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: 2,663 shares; 2024Q4: 2,663 shares; 2025Q1: 2,699 shares; 2025Q2: 2,725 shares; 2025Q3: 2,717 shares; 2025Q4: 2,805 shares 2,805 $326K 0.02% +88 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: 3,919 shares; 2024Q4: 4,174 shares; 2025Q1: 4,458 shares; 2025Q2: 4,812 shares; 2025Q3: 5,064 shares; 2025Q4: 5,416 shares 5,416 $326K 0.02% +352 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: 1,123 shares; 2024Q4: 1,045 shares; 2025Q1: 2,625 shares; 2025Q2: 2,904 shares; 2025Q3: 2,956 shares; 2025Q4: 4,029 shares 4,029 $325K 0.02% +1,073 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 679 shares; 2024Q4: 679 shares; 2025Q1: 3,316 shares; 2025Q2: 3,316 shares; 2025Q3: 4,628 shares; 2025Q4: 4,413 shares 4,413 $325K 0.02% -215 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 858 shares; 2024Q4: 1,052 shares; 2025Q1: 1,125 shares; 2025Q2: 1,660 shares; 2025Q3: 1,430 shares; 2025Q4: 1,313 shares 1,313 $324K 0.02% -117 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,705 shares; 2024Q4: 2,616 shares; 2025Q1: 2,656 shares; 2025Q2: 3,167 shares; 2025Q3: 2,781 shares; 2025Q4: 2,863 shares 2,863 $323K 0.02% +82 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: 1,283 shares; 2024Q4: 1,516 shares; 2025Q1: 1,601 shares; 2025Q2: 1,945 shares; 2025Q3: 1,868 shares; 2025Q4: 1,986 shares 1,986 $322K 0.02% +118 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,541 shares; 2024Q4: 2,574 shares; 2025Q1: 2,741 shares; 2025Q2: 2,796 shares; 2025Q3: 2,811 shares; 2025Q4: 2,898 shares 2,898 $317K 0.02% +87 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,280 shares; 2024Q4: 1,288 shares; 2025Q1: 1,437 shares; 2025Q2: 1,723 shares; 2025Q3: 1,778 shares; 2025Q4: 1,473 shares 1,473 $312K 0.02% -305 Timeline ENR ENERGIZER HLDGS INC More: the full row for ENERGIZER HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 600 shares; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 5,677 shares; 2025Q3: 5,704 shares; 2025Q4: 15,674 shares 15,674 $312K 0.02% +9,970 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,512 shares; 2024Q4: 1,408 shares; 2025Q1: 1,431 shares; 2025Q2: 1,647 shares; 2025Q3: 1,739 shares; 2025Q4: 1,771 shares 1,771 $312K 0.02% +32 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76 shares; 2024Q4: 74 shares; 2025Q1: 235 shares; 2025Q2: 765 shares; 2025Q3: 536 shares; 2025Q4: 508 shares 508 $311K 0.02% -28 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,046 shares; 2024Q4: 5,046 shares; 2025Q1: 3,546 shares; 2025Q2: 3,546 shares; 2025Q3: 3,546 shares; 2025Q4: 3,584 shares 3,584 $307K 0.02% +38 Timeline WTS WATTS WATER TECHNOLOGIES INC More: the full row for WATTS WATER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22 shares; 2024Q4: 22 shares; 2025Q1: 32 shares; 2025Q2: 1,102 shares; 2025Q3: 1,102 shares; 2025Q4: 1,112 shares 1,112 $307K 0.02% +10 Timeline CSGP COSTAR GROUP INC More: the full row for COSTAR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,636 shares; 2024Q4: 4,324 shares; 2025Q1: 4,538 shares; 2025Q2: 4,431 shares; 2025Q3: 4,466 shares; 2025Q4: 4,560 shares 4,560 $307K 0.02% +94 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: 220 shares; 2024Q4: 169 shares; 2025Q1: 223 shares; 2025Q2: 218 shares; 2025Q3: 255 shares; 2025Q4: 285 shares 285 $305K 0.02% +30 Timeline KAI KADANT INC More: the full row for KADANT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 556 shares; 2024Q4: 502 shares; 2025Q1: 518 shares; 2025Q2: 1,097 shares; 2025Q3: 1,098 shares; 2025Q4: 1,062 shares 1,062 $303K 0.02% -36 Timeline RGA REINSURANCE GROUP AMER INC More: the full row for REINSURANCE GROUP AMER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,327 shares; 2024Q4: 1,488 shares; 2025Q1: 1,405 shares; 2025Q2: 1,398 shares; 2025Q3: 1,447 shares; 2025Q4: 1,484 shares 1,484 $302K 0.02% +37 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,706 shares; 2025Q3: 5,706 shares; 2025Q4: 5,706 shares 5,706 $302K 0.02% 0 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,415 shares; 2024Q4: 1,415 shares; 2025Q1: 1,415 shares; 2025Q2: 1,415 shares; 2025Q3: 1,415 shares; 2025Q4: 1,415 shares 1,415 $300K 0.02% 0 Timeline VCRB VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,780 shares 3,780 $294K 0.02% new Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,818 shares; 2024Q4: 7,053 shares; 2025Q1: 7,265 shares; 2025Q2: 8,164 shares; 2025Q3: 8,922 shares; 2025Q4: 10,198 shares 10,198 $294K 0.02% +1,276 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,273 shares; 2024Q4: 2,216 shares; 2025Q1: 2,429 shares; 2025Q2: 3,301 shares; 2025Q3: 3,433 shares; 2025Q4: 3,567 shares 3,567 $293K 0.02% +134 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,389 shares; 2024Q4: 1,360 shares; 2025Q1: 1,470 shares; 2025Q2: 1,574 shares; 2025Q3: 1,604 shares; 2025Q4: 1,547 shares 1,547 $291K 0.02% -57 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,699 shares; 2024Q4: 3,505 shares; 2025Q1: 3,616 shares; 2025Q2: 5,913 shares; 2025Q3: 5,790 shares; 2025Q4: 5,464 shares 5,464 $289K 0.02% -326 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 324 shares; 2024Q4: 329 shares; 2025Q1: 376 shares; 2025Q2: 447 shares; 2025Q3: 378 shares; 2025Q4: 371 shares 371 $284K 0.02% -7 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: 502 shares; 2024Q4: 590 shares; 2025Q1: 591 shares; 2025Q2: 2,610 shares; 2025Q3: 2,630 shares; 2025Q4: 2,691 shares 2,691 $284K 0.02% +61 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 343 shares; 2024Q4: 351 shares; 2025Q1: 387 shares; 2025Q2: 517 shares; 2025Q3: 562 shares; 2025Q4: 555 shares 555 $284K 0.02% -7 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,042 shares; 2024Q4: 1,026 shares; 2025Q1: 1,225 shares; 2025Q2: 2,034 shares; 2025Q3: 1,641 shares; 2025Q4: 1,667 shares 1,667 $282K 0.02% +26 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,151 shares; 2024Q4: 3,151 shares; 2025Q1: 3,384 shares; 2025Q2: 3,151 shares; 2025Q3: 2,624 shares; 2025Q4: 2,624 shares 2,624 $280K 0.02% 0 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,865 shares; 2024Q4: 3,865 shares; 2025Q1: 3,850 shares; 2025Q2: 3,850 shares; 2025Q3: 3,706 shares; 2025Q4: 3,714 shares 3,714 $279K 0.02% +8 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: 80 shares; 2024Q4: 80 shares; 2025Q1: 442 shares; 2025Q2: 442 shares; 2025Q3: 443 shares; 2025Q4: 1,266 shares 1,266 $278K 0.02% +823 Timeline OPCH OPTION CARE HEALTH INC More: the full row for OPTION CARE HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,845 shares; 2024Q4: 3,440 shares; 2025Q1: 5,058 shares; 2025Q2: 5,753 shares; 2025Q3: 7,990 shares; 2025Q4: 8,718 shares 8,718 $278K 0.02% +728 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: 973 shares; 2024Q4: 1,001 shares; 2025Q1: 1,136 shares; 2025Q2: 1,189 shares; 2025Q3: 1,189 shares; 2025Q4: 1,329 shares 1,329 $277K 0.02% +140 Timeline TTC TORO CO More: the full row for TORO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67 shares; 2024Q4: 98 shares; 2025Q1: 79 shares; 2025Q2: 3,506 shares; 2025Q3: 3,533 shares; 2025Q4: 3,503 shares 3,503 $276K 0.02% -30 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: 656 shares; 2024Q4: 1,078 shares; 2025Q1: 1,251 shares; 2025Q2: 1,016 shares; 2025Q3: 1,016 shares; 2025Q4: 1,317 shares 1,317 $275K 0.02% +301 Timeline ENTG ENTEGRIS INC More: the full row for ENTEGRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,073 shares; 2024Q4: 1,854 shares; 2025Q1: 1,980 shares; 2025Q2: 2,048 shares; 2025Q3: 3,298 shares; 2025Q4: 3,262 shares 3,262 $275K 0.02% -36 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,748 shares; 2024Q4: 3,832 shares; 2025Q1: 3,140 shares; 2025Q2: 3,158 shares; 2025Q3: 3,199 shares; 2025Q4: 3,051 shares 3,051 $271K 0.02% -148 Timeline FCN FTI CONSULTING INC More: the full row for FTI CONSULTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 332 shares; 2024Q4: 332 shares; 2025Q1: 533 shares; 2025Q2: 1,575 shares; 2025Q3: 1,550 shares; 2025Q4: 1,583 shares 1,583 $270K 0.02% +33 Timeline PRVA PRIVIA HEALTH GROUP INC More: the full row for PRIVIA HEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,068 shares; 2024Q4: 10,843 shares; 2025Q1: 11,141 shares; 2025Q2: 11,106 shares; 2025Q3: 11,006 shares; 2025Q4: 11,386 shares 11,386 $270K 0.02% +380 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,000 shares; 2024Q4: 10,004 shares; 2025Q1: 10,004 shares; 2025Q2: 10,004 shares; 2025Q3: 10,004 shares; 2025Q4: 10,004 shares 10,004 $265K 0.02% 0 Timeline VFMV VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,220 shares; 2024Q4: 3,134 shares; 2025Q1: 2,037 shares; 2025Q2: 2,037 shares; 2025Q3: 2,031 shares; 2025Q4: 2,031 shares 2,031 $265K 0.02% 0 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,708 shares; 2024Q4: 1,431 shares; 2025Q1: 1,576 shares; 2025Q2: 1,688 shares; 2025Q3: 1,968 shares; 2025Q4: 5,810 shares 5,810 $263K 0.02% +3,842 Timeline EFSC ENTERPRISE FINL SVCS CORP More: the full row for ENTERPRISE FINL SVCS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,363 shares; 2024Q4: 5,632 shares; 2025Q1: 5,522 shares; 2025Q2: 5,518 shares; 2025Q3: 3,868 shares; 2025Q4: 4,874 shares 4,874 $263K 0.02% +1,006 Timeline RBC RBC BEARINGS INC More: the full row for RBC BEARINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96 shares; 2024Q4: 98 shares; 2025Q1: 98 shares; 2025Q2: 518 shares; 2025Q3: 573 shares; 2025Q4: 582 shares 582 $261K 0.02% +9 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,082 shares; 2025Q2: 989 shares; 2025Q3: 1,053 shares; 2025Q4: 1,099 shares 1,099 $261K 0.02% +46 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 560 shares; 2024Q4: 554 shares; 2025Q1: 619 shares; 2025Q2: 642 shares; 2025Q3: 783 shares; 2025Q4: 804 shares 804 $261K 0.02% +21 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53 shares; 2024Q4: 51 shares; 2025Q1: 132 shares; 2025Q2: 135 shares; 2025Q3: 143 shares; 2025Q4: 153 shares 153 $259K 0.02% +10 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: 613 shares; 2024Q4: 516 shares; 2025Q1: 540 shares; 2025Q2: 559 shares; 2025Q3: 725 shares; 2025Q4: 900 shares 900 $259K 0.02% +175 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: 1,221 shares; 2024Q4: 1,227 shares; 2025Q1: 1,513 shares; 2025Q2: 1,420 shares; 2025Q3: 1,433 shares; 2025Q4: 1,387 shares 1,387 $257K 0.02% -46 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,530 shares; 2024Q4: 1,534 shares; 2025Q1: 1,746 shares; 2025Q2: 2,167 shares; 2025Q3: 2,157 shares; 2025Q4: 2,996 shares 2,996 $256K 0.02% +839 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 362 shares; 2024Q4: 1,804 shares; 2025Q1: 2,183 shares; 2025Q2: 2,277 shares; 2025Q3: 2,248 shares; 2025Q4: 2,771 shares 2,771 $256K 0.02% +523 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: 3,168 shares; 2024Q4: 3,206 shares; 2025Q1: 3,478 shares; 2025Q2: 3,648 shares; 2025Q3: 3,668 shares; 2025Q4: 4,068 shares 4,068 $254K 0.02% +400 Timeline IBP INSTALLED BLDG PRODS INC More: the full row for INSTALLED BLDG PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 211 shares; 2024Q4: 240 shares; 2025Q1: 345 shares; 2025Q2: 390 shares; 2025Q3: 969 shares; 2025Q4: 977 shares 977 $253K 0.02% +8 Timeline HALO HALOZYME THERAPEUTICS INC More: the full row for HALOZYME THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,478 shares; 2024Q4: 1,800 shares; 2025Q1: 4,159 shares; 2025Q2: 4,015 shares; 2025Q3: 3,648 shares; 2025Q4: 3,759 shares 3,759 $253K 0.02% +111 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: 2,244 shares; 2024Q4: 3,237 shares; 2025Q1: 3,328 shares; 2025Q2: 2,268 shares; 2025Q3: 2,243 shares; 2025Q4: 4,296 shares 4,296 $252K 0.02% +2,053 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,687 shares; 2024Q4: 1,682 shares; 2025Q1: 1,544 shares; 2025Q2: 1,504 shares; 2025Q3: 1,939 shares; 2025Q4: 1,744 shares 1,744 $251K 0.02% -195 Timeline LSTR LANDSTAR SYS INC More: the full row for LANDSTAR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 114 shares; 2024Q4: 116 shares; 2025Q1: 106 shares; 2025Q2: 1,506 shares; 2025Q3: 1,762 shares; 2025Q4: 1,733 shares 1,733 $249K 0.02% -29 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: 2,429 shares; 2024Q4: 2,513 shares; 2025Q1: 2,626 shares; 2025Q2: 2,942 shares; 2025Q3: 3,137 shares; 2025Q4: 2,852 shares 2,852 $249K 0.02% -285 Timeline ICLN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,736 shares; 2024Q4: 14,749 shares; 2025Q1: 14,749 shares; 2025Q2: 14,762 shares; 2025Q3: 15,033 shares; 2025Q4: 15,043 shares 15,043 $247K 0.02% +10 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 969 shares; 2024Q4: 972 shares; 2025Q1: 1,353 shares; 2025Q2: 1,437 shares; 2025Q3: 1,417 shares; 2025Q4: 1,551 shares 1,551 $247K 0.02% +134 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: 1,186 shares; 2024Q4: 1,278 shares; 2025Q1: 1,536 shares; 2025Q2: 1,938 shares; 2025Q3: 1,438 shares; 2025Q4: 1,330 shares 1,330 $247K 0.02% -108 Timeline GDDY GODADDY INC More: the full row for GODADDY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,853 shares; 2024Q4: 1,720 shares; 2025Q1: 1,921 shares; 2025Q2: 1,840 shares; 2025Q3: 1,800 shares; 2025Q4: 1,985 shares 1,985 $246K 0.02% +185 Timeline WK WORKIVA INC More: the full row for WORKIVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,077 shares; 2024Q4: 2,774 shares; 2025Q1: 2,854 shares; 2025Q2: 2,827 shares; 2025Q3: 2,822 shares; 2025Q4: 2,826 shares 2,826 $244K 0.02% +4 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,288 shares; 2024Q4: 13,742 shares; 2025Q1: 15,826 shares; 2025Q2: 15,195 shares; 2025Q3: 15,165 shares; 2025Q4: 15,149 shares 15,149 $244K 0.02% -16 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,314 shares; 2024Q4: 5,231 shares; 2025Q1: 5,289 shares; 2025Q2: 5,797 shares; 2025Q3: 5,864 shares; 2025Q4: 5,923 shares 5,923 $244K 0.02% +59 Timeline FCFS FIRSTCASH HOLDINGS INC More: the full row for FIRSTCASH HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,276 shares; 2024Q4: 1,370 shares; 2025Q1: 1,521 shares; 2025Q2: 1,581 shares; 2025Q3: 1,519 shares; 2025Q4: 1,524 shares 1,524 $243K 0.02% +5 Timeline TOST TOAST INC More: the full row for TOAST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,082 shares; 2024Q4: 6,361 shares; 2025Q1: 6,615 shares; 2025Q2: 6,921 shares; 2025Q3: 6,535 shares; 2025Q4: 6,820 shares 6,820 $242K 0.02% +285 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: 1,340 shares; 2024Q4: 1,643 shares; 2025Q1: 2,081 shares; 2025Q2: 2,019 shares; 2025Q3: 2,001 shares; 2025Q4: 2,100 shares 2,100 $241K 0.02% +99 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,698 shares; 2024Q4: 2,952 shares; 2025Q1: 2,925 shares; 2025Q2: 3,108 shares; 2025Q3: 3,231 shares; 2025Q4: 3,593 shares 3,593 $241K 0.02% +362 Timeline VFVA VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,743 shares; 2024Q4: 2,487 shares; 2025Q1: 1,857 shares; 2025Q2: 1,857 shares; 2025Q3: 1,808 shares; 2025Q4: 1,808 shares 1,808 $240K 0.02% 0 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: 2,930 shares; 2024Q4: 2,969 shares; 2025Q1: 3,089 shares; 2025Q2: 3,197 shares; 2025Q3: 2,918 shares; 2025Q4: 3,041 shares 3,041 $240K 0.02% +123 Timeline PRIM PRIMORIS SVCS CORP More: the full row for PRIMORIS SVCS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,677 shares; 2024Q4: 1,677 shares; 2025Q1: 1,771 shares; 2025Q2: 2,060 shares; 2025Q3: 2,256 shares; 2025Q4: 1,919 shares 1,919 $238K 0.02% -337 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 649 shares; 2024Q4: 661 shares; 2025Q1: 627 shares; 2025Q2: 654 shares; 2025Q3: 718 shares; 2025Q4: 809 shares 809 $237K 0.02% +91 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: 490 shares; 2024Q4: 401 shares; 2025Q1: 447 shares; 2025Q2: 702 shares; 2025Q3: 653 shares; 2025Q4: 677 shares 677 $237K 0.02% +24 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 152 shares; 2024Q4: 156 shares; 2025Q1: 162 shares; 2025Q2: 162 shares; 2025Q3: 171 shares; 2025Q4: 178 shares 178 $237K 0.02% +7 Timeline CMA COMERICA INC More: the full row for COMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 876 shares; 2024Q4: 805 shares; 2025Q1: 766 shares; 2025Q2: 721 shares; 2025Q3: 722 shares; 2025Q4: 2,722 shares 2,722 $237K 0.02% +2,000 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 524 shares; 2024Q4: 572 shares; 2025Q1: 670 shares; 2025Q2: 719 shares; 2025Q3: 732 shares; 2025Q4: 755 shares 755 $236K 0.02% +23 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: 1,022 shares; 2024Q4: 1,039 shares; 2025Q1: 1,103 shares; 2025Q2: 1,168 shares; 2025Q3: 1,158 shares; 2025Q4: 1,200 shares 1,200 $233K 0.02% +42 Timeline KNSL KINSALE CAP GROUP INC More: the full row for KINSALE CAP GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 592 shares; 2024Q4: 531 shares; 2025Q1: 543 shares; 2025Q2: 582 shares; 2025Q3: 557 shares; 2025Q4: 596 shares 596 $233K 0.02% +39 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: 7,894 shares; 2024Q4: 8,193 shares; 2025Q1: 8,093 shares; 2025Q2: 8,271 shares; 2025Q3: 8,112 shares; 2025Q4: 8,445 shares 8,445 $232K 0.02% +333 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,335 shares; 2024Q4: 10,004 shares; 2025Q1: 10,004 shares; 2025Q2: 9,917 shares; 2025Q3: 7,836 shares; 2025Q4: 7,836 shares 7,836 $232K 0.02% 0 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,375 shares; 2025Q1: 6,375 shares; 2025Q2: 6,375 shares; 2025Q3: 2,233 shares; 2025Q4: 2,233 shares 2,233 $231K 0.02% 0 Timeline RLI RLI CORP More: the full row for RLI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79 shares; 2024Q4: 95 shares; 2025Q1: 179 shares; 2025Q2: 2,242 shares; 2025Q3: 2,260 shares; 2025Q4: 3,599 shares 3,599 $230K 0.02% +1,339 Timeline PAYC PAYCOM SOFTWARE INC More: the full row for PAYCOM SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,668 shares; 2024Q4: 1,518 shares; 2025Q1: 1,570 shares; 2025Q2: 1,730 shares; 2025Q3: 1,549 shares; 2025Q4: 1,439 shares 1,439 $229K 0.02% -110 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: 2,891 shares; 2024Q4: 3,452 shares; 2025Q1: 2,870 shares; 2025Q2: 3,167 shares; 2025Q3: 3,100 shares; 2025Q4: 3,296 shares 3,296 $229K 0.02% +196 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: 4,186 shares; 2024Q4: 4,367 shares; 2025Q1: 4,415 shares; 2025Q2: 4,458 shares; 2025Q3: 4,555 shares; 2025Q4: 5,222 shares 5,222 $228K 0.02% +667 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,779 shares; 2025Q1: 2,805 shares; 2025Q2: 2,805 shares; 2025Q3: 2,805 shares; 2025Q4: 2,805 shares 2,805 $225K 0.02% 0 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: 2,296 shares; 2024Q4: 2,350 shares; 2025Q1: 1,168 shares; 2025Q2: 4,098 shares; 2025Q3: 4,831 shares; 2025Q4: 5,457 shares 5,457 $225K 0.02% +626 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,535 shares; 2024Q4: 3,535 shares; 2025Q1: 3,535 shares; 2025Q2: 3,535 shares; 2025Q3: 3,535 shares; 2025Q4: 3,275 shares 3,275 $224K 0.02% -260 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: 4,889 shares; 2024Q4: 4,875 shares; 2025Q1: 4,875 shares; 2025Q2: 3,808 shares; 2025Q3: 3,121 shares; 2025Q4: 3,121 shares 3,121 $223K 0.02% 0 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: 8,343 shares; 2024Q4: 8,348 shares; 2025Q1: 8,403 shares; 2025Q2: 10,058 shares; 2025Q3: 9,513 shares; 2025Q4: 7,913 shares 7,913 $223K 0.02% -1,600 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: 487 shares; 2024Q4: 539 shares; 2025Q1: 736 shares; 2025Q2: 1,099 shares; 2025Q3: 1,035 shares; 2025Q4: 1,077 shares 1,077 $221K 0.02% +42 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,120 shares; 2025Q2: 7,120 shares; 2025Q3: 6,346 shares; 2025Q4: 6,346 shares 6,346 $219K 0.02% 0 Timeline OKLO OKLO INC More: the full row for OKLO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 350 shares; 2025Q1: 2,647 shares; 2025Q2: 2,528 shares; 2025Q3: 2,622 shares; 2025Q4: 3,039 shares 3,039 $218K 0.02% +417 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 547 shares; 2024Q4: 613 shares; 2025Q1: 676 shares; 2025Q2: 619 shares; 2025Q3: 620 shares; 2025Q4: 559 shares 559 $217K 0.02% -61 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: 1,404 shares; 2024Q4: 1,586 shares; 2025Q1: 1,648 shares; 2025Q2: 2,155 shares; 2025Q3: 1,843 shares; 2025Q4: 1,694 shares 1,694 $216K 0.02% -149 Timeline SR SPIRE INC More: the full row for SPIRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,067 shares; 2024Q4: 2,308 shares; 2025Q1: 2,328 shares; 2025Q2: 2,338 shares; 2025Q3: 2,338 shares; 2025Q4: 2,612 shares 2,612 $216K 0.02% +274 Timeline TECH BIO-TECHNE CORP More: the full row for BIO-TECHNE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,068 shares; 2024Q4: 3,706 shares; 2025Q1: 3,915 shares; 2025Q2: 4,134 shares; 2025Q3: 3,859 shares; 2025Q4: 3,651 shares 3,651 $215K 0.02% -208 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: 195 shares; 2024Q4: 192 shares; 2025Q1: 186 shares; 2025Q2: 142 shares; 2025Q3: 163 shares; 2025Q4: 278 shares 278 $215K 0.02% +115 Timeline PCTY PAYLOCITY HLDG CORP More: the full row for PAYLOCITY HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,594 shares; 2024Q4: 1,507 shares; 2025Q1: 1,644 shares; 2025Q2: 1,544 shares; 2025Q3: 1,513 shares; 2025Q4: 1,405 shares 1,405 $214K 0.02% -108 Timeline CASS CASS INFORMATION SYS INC More: the full row for CASS INFORMATION SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,023 shares; 2024Q4: 5,023 shares; 2025Q1: 5,023 shares; 2025Q2: 5,023 shares; 2025Q3: 5,023 shares; 2025Q4: 5,023 shares 5,023 $209K 0.02% 0 Timeline GKOS GLAUKOS CORP More: the full row for GLAUKOS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10 shares; 2024Q4: 10 shares; 2025Q1: 124 shares; 2025Q2: 1,252 shares; 2025Q3: 1,803 shares; 2025Q4: 1,840 shares 1,840 $208K 0.02% +37 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 444 shares; 2024Q4: 468 shares; 2025Q1: 535 shares; 2025Q2: 570 shares; 2025Q3: 629 shares; 2025Q4: 803 shares 803 $208K 0.02% +174 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,266 shares; 2024Q4: 8,644 shares; 2025Q1: 8,706 shares; 2025Q2: 8,795 shares; 2025Q3: 8,885 shares; 2025Q4: 8,873 shares 8,873 $207K 0.02% -12 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 470 shares; 2024Q4: 448 shares; 2025Q1: 531 shares; 2025Q2: 658 shares; 2025Q3: 1,111 shares; 2025Q4: 1,019 shares 1,019 $207K 0.02% -92 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102 shares; 2024Q4: 520 shares; 2025Q1: 659 shares; 2025Q2: 1,203 shares; 2025Q3: 928 shares; 2025Q4: 880 shares 880 $206K 0.02% -48 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 677 shares; 2024Q4: 660 shares; 2025Q1: 794 shares; 2025Q2: 1,327 shares; 2025Q3: 1,231 shares; 2025Q4: 1,490 shares 1,490 $206K 0.02% +259 Timeline MC MOELIS & CO More: the full row for MOELIS & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14 shares; 2024Q4: 14 shares; 2025Q1: 54 shares; 2025Q2: 2,946 shares; 2025Q3: 2,946 shares; 2025Q4: 2,966 shares 2,966 $204K 0.02% +20 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,463 shares; 2024Q4: 7,463 shares; 2025Q1: 7,463 shares; 2025Q2: 7,131 shares; 2025Q3: 5,757 shares; 2025Q4: 3,780 shares 3,780 $204K 0.02% -1,977 Timeline XLC 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: 102 shares; 2024Q4: 1,753 shares; 2025Q1: 946 shares; 2025Q2: 904 shares; 2025Q3: 802 shares; 2025Q4: 1,729 shares 1,729 $204K 0.02% +927 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,898 shares; 2024Q4: 1,898 shares; 2025Q1: 1,664 shares; 2025Q2: 1,664 shares; 2025Q3: 1,530 shares; 2025Q4: 2,384 shares 2,384 $204K 0.02% +854 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: 497 shares; 2024Q4: 537 shares; 2025Q1: 669 shares; 2025Q2: 664 shares; 2025Q3: 693 shares; 2025Q4: 892 shares 892 $203K 0.02% +199 Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,020 shares; 2024Q4: 1,084 shares; 2025Q1: 1,289 shares; 2025Q2: 4,690 shares; 2025Q3: 4,800 shares; 2025Q4: 5,280 shares 5,280 $202K 0.02% +480 Timeline XME SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,115 shares; 2024Q4: 1,936 shares; 2025Q1: 1,938 shares; 2025Q2: 1,941 shares; 2025Q3: 1,943 shares; 2025Q4: 1,945 shares 1,945 $202K 0.02% +2 Timeline AAUS EA SERIES TRUST More: the full row for EA 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: 3,635 shares; 2025Q4: 3,635 shares 3,635 $200K 0.02% 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: 4,064 shares; 2024Q4: 4,109 shares; 2025Q1: 4,172 shares; 2025Q2: 4,200 shares; 2025Q3: 4,033 shares; 2025Q4: 2,981 shares 2,981 $200K 0.02% -1,052 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: 1,811 shares; 2024Q4: 1,811 shares; 2025Q1: 1,698 shares; 2025Q2: 1,624 shares; 2025Q3: 1,625 shares; 2025Q4: 1,409 shares 1,409 $199K 0.01% -216 Timeline CRL CHARLES RIV LABS INTL INC More: the full row for CHARLES RIV LABS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,010 shares; 2024Q4: 915 shares; 2025Q1: 1,008 shares; 2025Q2: 1,041 shares; 2025Q3: 1,180 shares; 2025Q4: 996 shares 996 $199K 0.01% -184 Timeline FMC FMC CORP More: the full row for FMC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 879 shares; 2024Q4: 4,008 shares; 2025Q1: 3,797 shares; 2025Q2: 7,116 shares; 2025Q3: 7,335 shares; 2025Q4: 14,225 shares 14,225 $197K 0.01% +6,890 Timeline ESGV 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: 1,627 shares; 2024Q4: 1,627 shares; 2025Q1: 1,627 shares; 2025Q2: 1,627 shares; 2025Q3: 1,627 shares; 2025Q4: 1,627 shares 1,627 $197K 0.01% 0 Timeline PTNQ 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: 2,465 shares; 2024Q4: 3,365 shares; 2025Q1: 2,465 shares; 2025Q2: 2,465 shares; 2025Q3: 2,465 shares; 2025Q4: 2,465 shares 2,465 $194K 0.01% 0 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 996 shares; 2024Q4: 1,477 shares; 2025Q1: 1,445 shares; 2025Q2: 1,450 shares; 2025Q3: 1,371 shares; 2025Q4: 1,367 shares 1,367 $193K 0.01% -4 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81 shares; 2024Q4: 93 shares; 2025Q1: 194 shares; 2025Q2: 2,243 shares; 2025Q3: 2,243 shares; 2025Q4: 2,339 shares 2,339 $192K 0.01% +96 Timeline VFMF VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 972 shares; 2024Q4: 1,321 shares; 2025Q1: 1,272 shares; 2025Q2: 1,272 shares; 2025Q3: 1,272 shares; 2025Q4: 1,272 shares 1,272 $192K 0.01% 0 Timeline LAUR LAUREATE ED INC More: the full row for LAUREATE ED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,303 shares; 2024Q4: 6,976 shares; 2025Q1: 5,395 shares; 2025Q2: 6,031 shares; 2025Q3: 5,687 shares; 2025Q4: 5,669 shares 5,669 $191K 0.01% -18 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 212 shares; 2024Q4: 264 shares; 2025Q1: 202 shares; 2025Q2: 202 shares; 2025Q3: 199 shares; 2025Q4: 204 shares 204 $190K 0.01% +5 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: 731 shares; 2024Q4: 812 shares; 2025Q1: 813 shares; 2025Q2: 829 shares; 2025Q3: 862 shares; 2025Q4: 931 shares 931 $190K 0.01% +69 Timeline AGO ASSURED GUARANTY LTD More: the full row for ASSURED GUARANTY LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,517 shares; 2024Q4: 1,893 shares; 2025Q1: 2,155 shares; 2025Q2: 2,197 shares; 2025Q3: 2,105 shares; 2025Q4: 2,111 shares 2,111 $190K 0.01% +6 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: 58 shares; 2024Q4: 70 shares; 2025Q1: 96 shares; 2025Q2: 64 shares; 2025Q3: 316 shares; 2025Q4: 341 shares 341 $188K 0.01% +25 Timeline GWRE GUIDEWIRE SOFTWARE INC More: the full row for GUIDEWIRE SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,304 shares; 2024Q4: 2,135 shares; 2025Q1: 1,269 shares; 2025Q2: 896 shares; 2025Q3: 963 shares; 2025Q4: 935 shares 935 $188K 0.01% -28 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: 405 shares; 2024Q4: 418 shares; 2025Q1: 424 shares; 2025Q2: 689 shares; 2025Q3: 887 shares; 2025Q4: 841 shares 841 $188K 0.01% -46 Timeline LCII LCI INDS More: the full row for LCI INDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28 shares; 2024Q4: 25 shares; 2025Q1: 603 shares; 2025Q2: 1,541 shares; 2025Q3: 1,543 shares; 2025Q4: 1,542 shares 1,542 $187K 0.01% -1 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 584 shares; 2024Q4: 544 shares; 2025Q1: 573 shares; 2025Q2: 554 shares; 2025Q3: 545 shares; 2025Q4: 554 shares 554 $187K 0.01% +9 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,012 shares; 2024Q4: 2,018 shares; 2025Q1: 1,708 shares; 2025Q2: 2,495 shares; 2025Q3: 2,260 shares; 2025Q4: 2,215 shares 2,215 $186K 0.01% -45 Timeline UFPI UFP INDUSTRIES INC More: the full row for UFP INDUSTRIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86 shares; 2024Q4: 120 shares; 2025Q1: 260 shares; 2025Q2: 2,045 shares; 2025Q3: 2,038 shares; 2025Q4: 2,034 shares 2,034 $185K 0.01% -4 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 247 shares; 2024Q4: 237 shares; 2025Q1: 245 shares; 2025Q2: 255 shares; 2025Q3: 258 shares; 2025Q4: 273 shares 273 $185K 0.01% +15 Timeline IGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,005 shares; 2025Q3: 3,005 shares; 2025Q4: 3,005 shares 3,005 $184K 0.01% 0 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 35 shares; 2025Q2: 35 shares; 2025Q3: 35 shares; 2025Q4: 1,375 shares 1,375 $184K 0.01% +1,340 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 389 shares; 2024Q4: 391 shares; 2025Q1: 2,222 shares; 2025Q2: 2,225 shares; 2025Q3: 2,228 shares; 2025Q4: 5,626 shares 5,626 $183K 0.01% +3,398 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: 8,900 shares; 2024Q4: 8,900 shares; 2025Q1: 8,900 shares; 2025Q2: 8,900 shares; 2025Q3: 8,900 shares; 2025Q4: 8,900 shares 8,900 $182K 0.01% 0 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,955 shares; 2024Q4: 1,991 shares; 2025Q1: 1,904 shares; 2025Q2: 1,603 shares; 2025Q3: 2,310 shares; 2025Q4: 2,703 shares 2,703 $182K 0.01% +393 Timeline GVA GRANITE CONSTR INC More: the full row for GRANITE CONSTR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,279 shares; 2024Q4: 1,279 shares; 2025Q1: 1,531 shares; 2025Q2: 1,642 shares; 2025Q3: 1,579 shares; 2025Q4: 1,573 shares 1,573 $181K 0.01% -6 Timeline DCI DONALDSON INC More: the full row for DONALDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 265 shares; 2024Q4: 316 shares; 2025Q1: 318 shares; 2025Q2: 1,961 shares; 2025Q3: 1,970 shares; 2025Q4: 2,040 shares 2,040 $181K 0.01% +70 Timeline VOYA VOYA FINANCIAL INC More: the full row for VOYA FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,348 shares; 2024Q4: 1,532 shares; 2025Q1: 1,546 shares; 2025Q2: 1,851 shares; 2025Q3: 1,968 shares; 2025Q4: 2,424 shares 2,424 $181K 0.01% +456 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,971 shares; 2024Q4: 6,980 shares; 2025Q1: 6,985 shares; 2025Q2: 6,993 shares; 2025Q3: 7,000 shares; 2025Q4: 7,010 shares 7,010 $181K 0.01% +10 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 326 shares; 2024Q4: 1,589 shares; 2025Q1: 1,460 shares; 2025Q2: 2,915 shares; 2025Q3: 3,069 shares; 2025Q4: 3,603 shares 3,603 $180K 0.01% +534 Timeline ESGD 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: 1,893 shares; 2024Q4: 1,893 shares; 2025Q1: 1,893 shares; 2025Q2: 1,893 shares; 2025Q3: 1,893 shares; 2025Q4: 1,893 shares 1,893 $180K 0.01% 0 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: 689 shares; 2024Q4: 1,043 shares; 2025Q1: 618 shares; 2025Q2: 968 shares; 2025Q3: 1,657 shares; 2025Q4: 1,939 shares 1,939 $177K 0.01% +282 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,384 shares; 2024Q4: 2,422 shares; 2025Q1: 2,539 shares; 2025Q2: 2,692 shares; 2025Q3: 4,264 shares; 2025Q4: 7,333 shares 7,333 $176K 0.01% +3,069 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: 527 shares; 2024Q4: 536 shares; 2025Q1: 574 shares; 2025Q2: 561 shares; 2025Q3: 582 shares; 2025Q4: 593 shares 593 $176K 0.01% +11 Timeline CRBN 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: 760 shares; 2024Q4: 760 shares; 2025Q1: 760 shares; 2025Q2: 760 shares; 2025Q3: 760 shares; 2025Q4: 760 shares 760 $175K 0.01% 0 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 729 shares; 2024Q4: 825 shares; 2025Q1: 743 shares; 2025Q2: 797 shares; 2025Q3: 787 shares; 2025Q4: 820 shares 820 $175K 0.01% +33 Timeline FTDR FRONTDOOR INC More: the full row for FRONTDOOR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,659 shares; 2024Q4: 2,880 shares; 2025Q1: 3,315 shares; 2025Q2: 2,564 shares; 2025Q3: 1,974 shares; 2025Q4: 3,024 shares 3,024 $174K 0.01% +1,050 Timeline CRVL CORVEL CORP More: the full row for CORVEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3 shares; 2024Q4: 9 shares; 2025Q1: 29 shares; 2025Q2: 2,572 shares; 2025Q3: 2,587 shares; 2025Q4: 2,572 shares 2,572 $174K 0.01% -15 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: 3,001 shares; 2024Q4: 3,063 shares; 2025Q1: 3,133 shares; 2025Q2: 3,325 shares; 2025Q3: 3,350 shares; 2025Q4: 3,702 shares 3,702 $173K 0.01% +352 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,494 shares; 2024Q4: 3,854 shares; 2025Q1: 2,494 shares; 2025Q2: 2,494 shares; 2025Q3: 2,494 shares; 2025Q4: 2,494 shares 2,494 $173K 0.01% 0 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: 1,219 shares; 2024Q4: 1,289 shares; 2025Q1: 1,343 shares; 2025Q2: 1,269 shares; 2025Q3: 1,420 shares; 2025Q4: 1,357 shares 1,357 $173K 0.01% -63 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,187 shares; 2024Q4: 3,754 shares; 2025Q1: 1,443 shares; 2025Q2: 1,444 shares; 2025Q3: 1,187 shares; 2025Q4: 1,187 shares 1,187 $170K 0.01% 0 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,417 shares; 2024Q4: 4,494 shares; 2025Q1: 5,951 shares; 2025Q2: 5,863 shares; 2025Q3: 4,315 shares; 2025Q4: 4,427 shares 4,427 $170K 0.01% +112 Timeline RGEN REPLIGEN CORP More: the full row for REPLIGEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,071 shares; 2024Q4: 1,037 shares; 2025Q1: 1,254 shares; 2025Q2: 1,204 shares; 2025Q3: 1,057 shares; 2025Q4: 1,033 shares 1,033 $169K 0.01% -24 Timeline FHB FIRST HAWAIIAN INC More: the full row for FIRST HAWAIIAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45 shares; 2024Q4: 75 shares; 2025Q1: 287 shares; 2025Q2: 6,519 shares; 2025Q3: 6,519 shares; 2025Q4: 6,633 shares 6,633 $168K 0.01% +114 Timeline SIRI SIRIUSXM HOLDINGS INC More: the full row for SIRIUSXM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110 shares; 2024Q4: 375 shares; 2025Q1: 232 shares; 2025Q2: 307 shares; 2025Q3: 8,307 shares; 2025Q4: 8,315 shares 8,315 $166K 0.01% +8 Timeline