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: 228,072 shares; 2024Q4: 226,064 shares; 2025Q1: 226,566 shares; 2025Q2: 229,256 shares; 2025Q3: 228,541 shares; 2025Q4: 229,235 shares 229,235 $62.3M 4.29% +694 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: 108,631 shares; 2024Q4: 112,683 shares; 2025Q1: 116,759 shares; 2025Q2: 173,222 shares; 2025Q3: 174,839 shares; 2025Q4: 172,387 shares 172,387 $57.8M 3.98% -2,452 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 257,275 shares; 2024Q4: 263,448 shares; 2025Q1: 272,059 shares; 2025Q2: 279,105 shares; 2025Q3: 281,427 shares; 2025Q4: 281,667 shares 281,667 $55.9M 3.85% +240 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: 283,036 shares; 2024Q4: 292,873 shares; 2025Q1: 292,163 shares; 2025Q2: 296,759 shares; 2025Q3: 301,424 shares; 2025Q4: 304,969 shares 304,969 $43.8M 3.01% +3,545 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: 82,907 shares; 2024Q4: 82,366 shares; 2025Q1: 82,378 shares; 2025Q2: 84,014 shares; 2025Q3: 84,352 shares; 2025Q4: 86,219 shares 86,219 $41.7M 2.87% +1,867 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: 129,300 shares; 2024Q4: 137,392 shares; 2025Q1: 144,096 shares; 2025Q2: 146,144 shares; 2025Q3: 155,458 shares; 2025Q4: 158,310 shares 158,310 $40.8M 2.81% +2,852 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: 48,392 shares; 2024Q4: 49,751 shares; 2025Q1: 58,747 shares; 2025Q2: 59,797 shares; 2025Q3: 64,651 shares; 2025Q4: 64,746 shares 64,746 $39.8M 2.74% +95 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: 383,277 shares; 2024Q4: 398,208 shares; 2025Q1: 416,881 shares; 2025Q2: 443,356 shares; 2025Q3: 476,216 shares; 2025Q4: 495,262 shares 495,262 $36.4M 2.51% +19,046 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: 51,152 shares; 2024Q4: 52,143 shares; 2025Q1: 52,874 shares; 2025Q2: 53,780 shares; 2025Q3: 53,521 shares; 2025Q4: 51,781 shares 51,781 $35.3M 2.43% -1,740 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: 45,658 shares; 2024Q4: 46,634 shares; 2025Q1: 47,956 shares; 2025Q2: 49,677 shares; 2025Q3: 50,663 shares; 2025Q4: 50,875 shares 50,875 $34.8M 2.4% +212 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: 148,254 shares; 2024Q4: 146,352 shares; 2025Q1: 152,179 shares; 2025Q2: 160,040 shares; 2025Q3: 159,391 shares; 2025Q4: 169,404 shares 169,404 $31.6M 2.17% +10,013 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: 412,551 shares; 2024Q4: 415,117 shares; 2025Q1: 422,995 shares; 2025Q2: 442,058 shares; 2025Q3: 441,939 shares; 2025Q4: 438,733 shares 438,733 $27.4M 1.89% -3,206 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: 75,771 shares; 2024Q4: 75,366 shares; 2025Q1: 78,467 shares; 2025Q2: 82,097 shares; 2025Q3: 82,291 shares; 2025Q4: 83,311 shares 83,311 $26.1M 1.79% +1,020 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 331,376 shares; 2024Q4: 340,344 shares; 2025Q1: 382,194 shares; 2025Q2: 387,766 shares; 2025Q3: 391,412 shares; 2025Q4: 381,952 shares 381,952 $21.9M 1.5% -9,460 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: 175,692 shares; 2024Q4: 177,180 shares; 2025Q1: 173,049 shares; 2025Q2: 178,339 shares; 2025Q3: 177,758 shares; 2025Q4: 178,061 shares 178,061 $21.4M 1.47% +303 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: 60,762 shares; 2024Q4: 61,710 shares; 2025Q1: 61,746 shares; 2025Q2: 60,650 shares; 2025Q3: 60,355 shares; 2025Q4: 60,994 shares 60,994 $21.1M 1.45% +639 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: 280,331 shares; 2024Q4: 280,174 shares; 2025Q1: 297,644 shares; 2025Q2: 314,947 shares; 2025Q3: 314,812 shares; 2025Q4: 315,635 shares 315,635 $20.8M 1.43% +823 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: 40,368 shares; 2024Q4: 40,098 shares; 2025Q1: 40,195 shares; 2025Q2: 40,337 shares; 2025Q3: 39,737 shares; 2025Q4: 39,752 shares 39,752 $20M 1.38% +15 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: 70,051 shares; 2024Q4: 70,360 shares; 2025Q1: 74,535 shares; 2025Q2: 74,806 shares; 2025Q3: 76,115 shares; 2025Q4: 81,293 shares 81,293 $18.8M 1.29% +5,178 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: 85,901 shares; 2024Q4: 83,802 shares; 2025Q1: 83,671 shares; 2025Q2: 83,809 shares; 2025Q3: 85,210 shares; 2025Q4: 86,222 shares 86,222 $17.8M 1.23% +1,012 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: 4,777 shares; 2024Q4: 4,927 shares; 2025Q1: 146,752 shares; 2025Q2: 166,355 shares; 2025Q3: 186,478 shares; 2025Q4: 197,401 shares 197,401 $17.7M 1.22% +10,923 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 168,109 shares; 2024Q4: 174,739 shares; 2025Q1: 183,355 shares; 2025Q2: 195,254 shares; 2025Q3: 205,004 shares; 2025Q4: 228,636 shares 228,636 $16.9M 1.17% +23,632 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: 330,991 shares; 2024Q4: 1,042,402 shares; 2025Q1: 668,762 shares; 2025Q2: 657,646 shares; 2025Q3: 614,814 shares; 2025Q4: 600,635 shares 600,635 $16.5M 1.13% -14,179 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: 75,191 shares; 2024Q4: 79,855 shares; 2025Q1: 84,437 shares; 2025Q2: 85,245 shares; 2025Q3: 86,529 shares; 2025Q4: 85,024 shares 85,024 $16.3M 1.12% -1,505 Timeline DUHP 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: 372,785 shares; 2024Q4: 372,785 shares; 2025Q1: 364,595 shares; 2025Q2: 395,316 shares; 2025Q3: 396,758 shares; 2025Q4: 397,491 shares 397,491 $15.1M 1.04% +733 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: 55,975 shares; 2024Q4: 56,314 shares; 2025Q1: 57,717 shares; 2025Q2: 61,745 shares; 2025Q3: 61,743 shares; 2025Q4: 61,355 shares 61,355 $15.1M 1.04% -388 Timeline DFAI 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: 379,132 shares; 2024Q4: 380,670 shares; 2025Q1: 386,436 shares; 2025Q2: 391,729 shares; 2025Q3: 391,729 shares; 2025Q4: 391,729 shares 391,729 $14.9M 1.03% 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: 130,583 shares; 2024Q4: 128,850 shares; 2025Q1: 126,687 shares; 2025Q2: 125,634 shares; 2025Q3: 124,814 shares; 2025Q4: 130,927 shares 130,927 $14.6M 1% +6,113 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: 40,734 shares; 2024Q4: 41,073 shares; 2025Q1: 40,914 shares; 2025Q2: 40,906 shares; 2025Q3: 40,641 shares; 2025Q4: 40,050 shares 40,050 $12.9M 0.89% -591 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 198,707 shares; 2024Q4: 216,590 shares; 2025Q1: 244,025 shares; 2025Q2: 268,141 shares; 2025Q3: 292,122 shares; 2025Q4: 311,607 shares 311,607 $12.5M 0.86% +19,485 Timeline DFSV 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: 306,978 shares; 2024Q4: 306,211 shares; 2025Q1: 321,308 shares; 2025Q2: 328,564 shares; 2025Q3: 328,564 shares; 2025Q4: 328,564 shares 328,564 $10.8M 0.74% 0 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,824 shares; 2024Q4: 27,089 shares; 2025Q1: 29,539 shares; 2025Q2: 33,026 shares; 2025Q3: 36,018 shares; 2025Q4: 37,093 shares 37,093 $9.98M 0.69% +1,075 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: 10,451 shares; 2024Q4: 11,144 shares; 2025Q1: 13,201 shares; 2025Q2: 14,069 shares; 2025Q3: 14,414 shares; 2025Q4: 14,660 shares 14,660 $9.68M 0.67% +246 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: 15,774 shares; 2024Q4: 15,566 shares; 2025Q1: 15,830 shares; 2025Q2: 15,858 shares; 2025Q3: 16,281 shares; 2025Q4: 16,936 shares 16,936 $9.67M 0.67% +655 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: 23,705 shares; 2024Q4: 23,524 shares; 2025Q1: 24,391 shares; 2025Q2: 24,725 shares; 2025Q3: 25,514 shares; 2025Q4: 25,273 shares 25,273 $9.35M 0.64% -241 Timeline RDVI 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: 205,506 shares; 2024Q4: 240,095 shares; 2025Q1: 294,212 shares; 2025Q2: 318,232 shares; 2025Q3: 322,292 shares; 2025Q4: 342,206 shares 342,206 $8.98M 0.62% +19,914 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: 45,253 shares; 2024Q4: 45,223 shares; 2025Q1: 47,106 shares; 2025Q2: 48,383 shares; 2025Q3: 50,013 shares; 2025Q4: 50,535 shares 50,535 $8.97M 0.62% +522 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,270 shares; 2024Q4: 102,403 shares; 2025Q1: 110,118 shares; 2025Q2: 112,647 shares; 2025Q3: 116,449 shares; 2025Q4: 124,777 shares 124,777 $8.92M 0.61% +8,328 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: 55,968 shares; 2024Q4: 55,891 shares; 2025Q1: 56,356 shares; 2025Q2: 55,853 shares; 2025Q3: 57,363 shares; 2025Q4: 56,990 shares 56,990 $8.17M 0.56% -373 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: 44,156 shares; 2024Q4: 43,633 shares; 2025Q1: 43,602 shares; 2025Q2: 43,352 shares; 2025Q3: 43,315 shares; 2025Q4: 43,152 shares 43,152 $7.91M 0.54% -163 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: 22,594 shares; 2024Q4: 21,956 shares; 2025Q1: 22,481 shares; 2025Q2: 22,554 shares; 2025Q3: 22,261 shares; 2025Q4: 23,951 shares 23,951 $7.52M 0.52% +1,690 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,316 shares; 2025Q1: 6,593 shares; 2025Q2: 6,654 shares; 2025Q3: 6,926 shares; 2025Q4: 6,951 shares 6,951 $7.44M 0.51% +25 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,767 shares; 2024Q4: 67,460 shares; 2025Q1: 67,791 shares; 2025Q2: 71,809 shares; 2025Q3: 73,899 shares; 2025Q4: 76,243 shares 76,243 $7.33M 0.5% +2,344 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: 91,199 shares; 2024Q4: 92,531 shares; 2025Q1: 100,323 shares; 2025Q2: 103,427 shares; 2025Q3: 102,606 shares; 2025Q4: 105,233 shares 105,233 $7.31M 0.5% +2,627 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: 123,359 shares; 2024Q4: 126,848 shares; 2025Q1: 131,671 shares; 2025Q2: 135,291 shares; 2025Q3: 135,194 shares; 2025Q4: 135,004 shares 135,004 $7.26M 0.5% -190 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,798 shares; 2024Q4: 23,139 shares; 2025Q1: 23,119 shares; 2025Q2: 23,104 shares; 2025Q3: 23,119 shares; 2025Q4: 22,944 shares 22,944 $7.22M 0.5% -175 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: 206,442 shares; 2024Q4: 208,045 shares; 2025Q1: 209,331 shares; 2025Q2: 216,573 shares; 2025Q3: 216,573 shares; 2025Q4: 216,573 shares 216,573 $7.05M 0.49% 0 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,400 shares; 2025Q1: 89,347 shares; 2025Q2: 114,297 shares; 2025Q3: 161,572 shares; 2025Q4: 175,745 shares 175,745 $6.73M 0.46% +14,173 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: 11,611 shares; 2024Q4: 11,618 shares; 2025Q1: 11,382 shares; 2025Q2: 10,982 shares; 2025Q3: 10,802 shares; 2025Q4: 10,832 shares 10,832 $6.53M 0.45% +30 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: 74,600 shares; 2024Q4: 74,578 shares; 2025Q1: 79,038 shares; 2025Q2: 78,830 shares; 2025Q3: 80,580 shares; 2025Q4: 84,177 shares 84,177 $6.48M 0.45% +3,597 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: 10,683 shares; 2024Q4: 11,113 shares; 2025Q1: 11,143 shares; 2025Q2: 10,701 shares; 2025Q3: 10,532 shares; 2025Q4: 10,073 shares 10,073 $6.32M 0.43% -459 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: 16,803 shares; 2024Q4: 16,901 shares; 2025Q1: 17,275 shares; 2025Q2: 17,386 shares; 2025Q3: 17,771 shares; 2025Q4: 17,672 shares 17,672 $6.08M 0.42% -99 Timeline HELO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,790 shares; 2025Q2: 39,388 shares; 2025Q3: 58,773 shares; 2025Q4: 89,917 shares 89,917 $5.97M 0.41% +31,144 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: 54,756 shares; 2024Q4: 54,822 shares; 2025Q1: 52,961 shares; 2025Q2: 48,931 shares; 2025Q3: 50,050 shares; 2025Q4: 56,488 shares 56,488 $5.95M 0.41% +6,438 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: 13,259 shares; 2024Q4: 13,147 shares; 2025Q1: 13,423 shares; 2025Q2: 14,260 shares; 2025Q3: 13,849 shares; 2025Q4: 13,098 shares 13,098 $5.89M 0.41% -751 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,362 shares; 2024Q4: 15,278 shares; 2025Q1: 15,297 shares; 2025Q2: 14,296 shares; 2025Q3: 13,066 shares; 2025Q4: 11,983 shares 11,983 $5.76M 0.4% -1,083 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: 27,498 shares; 2024Q4: 25,050 shares; 2025Q1: 24,350 shares; 2025Q2: 24,221 shares; 2025Q3: 24,172 shares; 2025Q4: 37,386 shares 37,386 $5.37M 0.37% +13,214 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: 17,844 shares; 2024Q4: 16,698 shares; 2025Q1: 17,373 shares; 2025Q2: 17,788 shares; 2025Q3: 18,207 shares; 2025Q4: 17,381 shares 17,381 $5.15M 0.35% -826 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: 5,043 shares; 2024Q4: 5,270 shares; 2025Q1: 5,372 shares; 2025Q2: 5,463 shares; 2025Q3: 5,823 shares; 2025Q4: 5,965 shares 5,965 $5.14M 0.35% +142 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: 20,313 shares; 2025Q1: 26,148 shares; 2025Q2: 26,393 shares; 2025Q3: 28,089 shares; 2025Q4: 29,860 shares 29,860 $5.11M 0.35% +1,771 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: 8,453 shares; 2024Q4: 8,783 shares; 2025Q1: 8,695 shares; 2025Q2: 8,750 shares; 2025Q3: 9,279 shares; 2025Q4: 10,287 shares 10,287 $4.98M 0.34% +1,008 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,029 shares; 2024Q4: 16,882 shares; 2025Q1: 16,883 shares; 2025Q2: 16,882 shares; 2025Q3: 16,268 shares; 2025Q4: 16,153 shares 16,153 $4.94M 0.34% -115 Timeline ACWI 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: 28,185 shares; 2024Q4: 30,600 shares; 2025Q1: 30,575 shares; 2025Q2: 26,377 shares; 2025Q3: 36,732 shares; 2025Q4: 34,862 shares 34,862 $4.93M 0.34% -1,870 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: 70,754 shares; 2024Q4: 74,032 shares; 2025Q1: 76,100 shares; 2025Q2: 105,305 shares; 2025Q3: 107,686 shares; 2025Q4: 97,593 shares 97,593 $4.91M 0.34% -10,093 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: 29,010 shares; 2024Q4: 28,082 shares; 2025Q1: 28,289 shares; 2025Q2: 27,067 shares; 2025Q3: 26,846 shares; 2025Q4: 26,380 shares 26,380 $4.9M 0.34% -466 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: 20,169 shares; 2024Q4: 20,077 shares; 2025Q1: 20,043 shares; 2025Q2: 19,686 shares; 2025Q3: 19,860 shares; 2025Q4: 19,633 shares 19,633 $4.84M 0.33% -227 Timeline AMG AMG More: the full row for AMG Quarterly shares; oldest 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: 174,094 shares 174,094 $4.68M 0.32% new 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: 4,946 shares; 2024Q4: 5,650 shares; 2025Q1: 6,130 shares; 2025Q2: 7,161 shares; 2025Q3: 7,853 shares; 2025Q4: 8,116 shares 8,116 $4.65M 0.32% +263 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,757 shares; 2024Q4: 3,711 shares; 2025Q1: 3,684 shares; 2025Q2: 3,777 shares; 2025Q3: 3,728 shares; 2025Q4: 4,289 shares 4,289 $4.61M 0.32% +561 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: 11,678 shares; 2024Q4: 11,618 shares; 2025Q1: 12,291 shares; 2025Q2: 12,454 shares; 2025Q3: 13,663 shares; 2025Q4: 14,060 shares 14,060 $4.6M 0.32% +397 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: 64,117 shares; 2024Q4: 72,262 shares; 2025Q1: 68,033 shares; 2025Q2: 63,722 shares; 2025Q3: 61,388 shares; 2025Q4: 60,514 shares 60,514 $4.57M 0.31% -874 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: 12,205 shares; 2024Q4: 12,061 shares; 2025Q1: 15,874 shares; 2025Q2: 15,148 shares; 2025Q3: 15,057 shares; 2025Q4: 15,189 shares 15,189 $4.41M 0.3% +132 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: 10,651 shares; 2024Q4: 11,049 shares; 2025Q1: 11,295 shares; 2025Q2: 11,544 shares; 2025Q3: 12,379 shares; 2025Q4: 12,536 shares 12,536 $4.4M 0.3% +157 Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,517 shares; 2024Q4: 62,794 shares; 2025Q1: 76,927 shares; 2025Q2: 101,218 shares; 2025Q3: 108,530 shares; 2025Q4: 121,194 shares 121,194 $4.39M 0.3% +12,664 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: 61,530 shares; 2024Q4: 61,117 shares; 2025Q1: 62,854 shares; 2025Q2: 62,819 shares; 2025Q3: 63,466 shares; 2025Q4: 62,107 shares 62,107 $4.34M 0.3% -1,359 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,656 shares; 2024Q4: 32,795 shares; 2025Q1: 35,210 shares; 2025Q2: 35,665 shares; 2025Q3: 36,460 shares; 2025Q4: 35,707 shares 35,707 $4.26M 0.29% -753 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,683 shares; 2024Q4: 20,433 shares; 2025Q1: 44,953 shares; 2025Q2: 56,182 shares; 2025Q3: 67,299 shares; 2025Q4: 71,633 shares 71,633 $4.16M 0.29% +4,334 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: 70,333 shares; 2024Q4: 67,755 shares; 2025Q1: 71,217 shares; 2025Q2: 69,786 shares; 2025Q3: 69,467 shares; 2025Q4: 73,302 shares 73,302 $4.03M 0.28% +3,835 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: 31,118 shares; 2024Q4: 33,698 shares; 2025Q1: 34,375 shares; 2025Q2: 34,881 shares; 2025Q3: 36,613 shares; 2025Q4: 32,244 shares 32,244 $3.96M 0.27% -4,369 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: 15,630 shares; 2024Q4: 16,972 shares; 2025Q1: 16,790 shares; 2025Q2: 16,371 shares; 2025Q3: 15,149 shares; 2025Q4: 17,719 shares 17,719 $3.89M 0.27% +2,570 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,300 shares; 2024Q4: 15,247 shares; 2025Q1: 15,358 shares; 2025Q2: 16,485 shares; 2025Q3: 16,400 shares; 2025Q4: 16,490 shares 16,490 $3.77M 0.26% +90 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: 2,607 shares; 2024Q4: 2,699 shares; 2025Q1: 2,801 shares; 2025Q2: 2,983 shares; 2025Q3: 3,068 shares; 2025Q4: 2,999 shares 2,999 $3.64M 0.25% -69 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: 10,659 shares; 2024Q4: 10,910 shares; 2025Q1: 10,904 shares; 2025Q2: 11,458 shares; 2025Q3: 15,955 shares; 2025Q4: 17,841 shares 17,841 $3.48M 0.24% +1,886 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: 86,999 shares; 2024Q4: 85,493 shares; 2025Q1: 45,938 shares; 2025Q2: 44,137 shares; 2025Q3: 43,402 shares; 2025Q4: 42,336 shares 42,336 $3.28M 0.23% -1,066 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: 37,111 shares; 2024Q4: 29,405 shares; 2025Q1: 28,999 shares; 2025Q2: 29,003 shares; 2025Q3: 29,421 shares; 2025Q4: 28,739 shares 28,739 $3.27M 0.23% -682 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: 38,099 shares; 2024Q4: 105,252 shares; 2025Q1: 122,718 shares; 2025Q2: 108,740 shares; 2025Q3: 107,075 shares; 2025Q4: 108,296 shares 108,296 $3.26M 0.22% +1,221 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: 23,794 shares; 2024Q4: 24,533 shares; 2025Q1: 24,410 shares; 2025Q2: 23,814 shares; 2025Q3: 23,830 shares; 2025Q4: 26,157 shares 26,157 $3.15M 0.22% +2,327 Timeline CCLFX CLIFFWATER CORPORATE LENDING FUND… More: the full row for CLIFFWATER CORPORATE LENDING FUND CLASS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 287,638 shares; 2025Q4: 295,254 shares 295,254 $3.08M 0.21% +7,616 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: 2,740 shares; 2024Q4: 2,849 shares; 2025Q1: 3,011 shares; 2025Q2: 3,126 shares; 2025Q3: 3,172 shares; 2025Q4: 32,079 shares 32,079 $3.01M 0.21% +28,907 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,988 shares; 2024Q4: 42,361 shares; 2025Q1: 43,342 shares; 2025Q2: 50,091 shares; 2025Q3: 50,813 shares; 2025Q4: 50,169 shares 50,169 $3.01M 0.21% -644 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: 18,245 shares; 2024Q4: 17,531 shares; 2025Q1: 18,155 shares; 2025Q2: 18,071 shares; 2025Q3: 19,506 shares; 2025Q4: 19,695 shares 19,695 $3M 0.21% +189 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: 29,957 shares; 2024Q4: 30,270 shares; 2025Q1: 31,409 shares; 2025Q2: 30,873 shares; 2025Q3: 33,399 shares; 2025Q4: 34,249 shares 34,249 $2.99M 0.21% +850 Timeline IXUS 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: 32,405 shares; 2024Q4: 32,285 shares; 2025Q1: 39,129 shares; 2025Q2: 35,388 shares; 2025Q3: 35,796 shares; 2025Q4: 35,189 shares 35,189 $2.98M 0.21% -607 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: 2,648 shares; 2024Q4: 2,938 shares; 2025Q1: 2,934 shares; 2025Q2: 3,215 shares; 2025Q3: 3,164 shares; 2025Q4: 3,258 shares 3,258 $2.86M 0.2% +94 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: 4,796 shares; 2024Q4: 11,762 shares; 2025Q1: 10,675 shares; 2025Q2: 11,056 shares; 2025Q3: 11,029 shares; 2025Q4: 10,770 shares 10,770 $2.77M 0.19% -259 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: 13,123 shares; 2024Q4: 14,582 shares; 2025Q1: 16,022 shares; 2025Q2: 16,166 shares; 2025Q3: 16,535 shares; 2025Q4: 16,856 shares 16,856 $2.74M 0.19% +321 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: 8,071 shares; 2024Q4: 8,377 shares; 2025Q1: 8,750 shares; 2025Q2: 8,034 shares; 2025Q3: 7,396 shares; 2025Q4: 8,242 shares 8,242 $2.72M 0.19% +846 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: 10,470 shares; 2024Q4: 10,316 shares; 2025Q1: 10,098 shares; 2025Q2: 9,885 shares; 2025Q3: 9,568 shares; 2025Q4: 12,545 shares 12,545 $2.62M 0.18% +2,977 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: 7,406 shares; 2024Q4: 7,851 shares; 2025Q1: 8,303 shares; 2025Q2: 9,032 shares; 2025Q3: 9,766 shares; 2025Q4: 9,916 shares 9,916 $2.55M 0.18% +150 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: 4,443 shares; 2024Q4: 4,528 shares; 2025Q1: 4,357 shares; 2025Q2: 5,902 shares; 2025Q3: 5,926 shares; 2025Q4: 8,692 shares 8,692 $2.48M 0.17% +2,766 Timeline GLRE GREENLIGHT CAP RE LTD More: the full row for GREENLIGHT CAP RE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 170,050 shares 170,050 $2.48M 0.17% new Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,600 shares; 2024Q4: 58,910 shares; 2025Q1: 62,245 shares; 2025Q2: 63,585 shares; 2025Q3: 61,185 shares; 2025Q4: 70,745 shares 70,745 $2.42M 0.17% +9,560 Timeline NSRGY NESTLE SA-SPONS ADR More: the full row for NESTLE SA-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,865 shares; 2024Q4: 30,185 shares; 2025Q1: 28,346 shares; 2025Q2: 28,250 shares; 2025Q3: 27,520 shares; 2025Q4: 23,948 shares 23,948 $2.37M 0.16% -3,572 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: 16,581 shares; 2024Q4: 15,846 shares; 2025Q1: 15,818 shares; 2025Q2: 16,599 shares; 2025Q3: 17,208 shares; 2025Q4: 20,047 shares 20,047 $2.34M 0.16% +2,839 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: 8,671 shares; 2024Q4: 12,266 shares; 2025Q1: 13,210 shares; 2025Q2: 12,950 shares; 2025Q3: 13,358 shares; 2025Q4: 13,658 shares 13,658 $2.34M 0.16% +300 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,681 shares; 2024Q4: 3,393 shares; 2025Q1: 4,237 shares; 2025Q2: 5,130 shares; 2025Q3: 5,661 shares; 2025Q4: 8,206 shares 8,206 $2.32M 0.16% +2,545 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: 4,675 shares; 2024Q4: 4,673 shares; 2025Q1: 4,655 shares; 2025Q2: 4,525 shares; 2025Q3: 4,372 shares; 2025Q4: 4,494 shares 4,494 $2.29M 0.16% +122 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,465 shares; 2025Q2: 7,959 shares; 2025Q3: 9,896 shares; 2025Q4: 12,652 shares 12,652 $2.25M 0.15% +2,756 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: 8,198 shares; 2024Q4: 8,068 shares; 2025Q1: 7,284 shares; 2025Q2: 10,160 shares; 2025Q3: 10,190 shares; 2025Q4: 10,264 shares 10,264 $2.2M 0.15% +74 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: 6,099 shares; 2024Q4: 7,588 shares; 2025Q1: 7,435 shares; 2025Q2: 7,431 shares; 2025Q3: 7,350 shares; 2025Q4: 14,846 shares 14,846 $2.14M 0.15% +7,496 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: 26,545 shares; 2024Q4: 28,479 shares; 2025Q1: 27,367 shares; 2025Q2: 25,831 shares; 2025Q3: 25,261 shares; 2025Q4: 26,123 shares 26,123 $2.1M 0.14% +862 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: 6,415 shares; 2024Q4: 6,905 shares; 2025Q1: 6,665 shares; 2025Q2: 8,021 shares; 2025Q3: 8,569 shares; 2025Q4: 8,616 shares 8,616 $2.08M 0.14% +47 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: 55,026 shares; 2024Q4: 53,681 shares; 2025Q1: 52,716 shares; 2025Q2: 53,594 shares; 2025Q3: 51,946 shares; 2025Q4: 50,792 shares 50,792 $2.07M 0.14% -1,154 Timeline USFR 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: 14,919 shares; 2024Q4: 32,650 shares; 2025Q1: 29,450 shares; 2025Q2: 24,629 shares; 2025Q3: 34,035 shares; 2025Q4: 37,845 shares 37,845 $1.9M 0.13% +3,810 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: 5,789 shares; 2024Q4: 6,210 shares; 2025Q1: 6,794 shares; 2025Q2: 6,643 shares; 2025Q3: 6,361 shares; 2025Q4: 5,234 shares 5,234 $1.83M 0.13% -1,127 Timeline IXC 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: 17,836 shares; 2024Q4: 28,936 shares; 2025Q1: 40,036 shares; 2025Q2: 40,311 shares; 2025Q3: 43,811 shares; 2025Q4: 43,461 shares 43,461 $1.82M 0.13% -350 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 744 shares; 2024Q4: 1,077 shares; 2025Q1: 1,219 shares; 2025Q2: 1,464 shares; 2025Q3: 1,688 shares; 2025Q4: 1,795 shares 1,795 $1.81M 0.12% +107 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: 910 shares; 2024Q4: 1,948 shares; 2025Q1: 2,597 shares; 2025Q2: 3,056 shares; 2025Q3: 3,114 shares; 2025Q4: 3,647 shares 3,647 $1.78M 0.12% +533 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: 1,262 shares; 2024Q4: 1,041 shares; 2025Q1: 1,528 shares; 2025Q2: 1,294 shares; 2025Q3: 1,527 shares; 2025Q4: 2,237 shares 2,237 $1.73M 0.12% +710 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,397 shares; 2024Q4: 4,353 shares; 2025Q1: 4,301 shares; 2025Q2: 4,428 shares; 2025Q3: 4,294 shares; 2025Q4: 5,507 shares 5,507 $1.7M 0.12% +1,213 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: 4,937 shares; 2024Q4: 4,995 shares; 2025Q1: 4,390 shares; 2025Q2: 4,827 shares; 2025Q3: 4,182 shares; 2025Q4: 6,314 shares 6,314 $1.69M 0.12% +2,132 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: 27,409 shares; 2024Q4: 26,065 shares; 2025Q1: 25,191 shares; 2025Q2: 23,527 shares; 2025Q3: 21,581 shares; 2025Q4: 19,831 shares 19,831 $1.67M 0.11% -1,750 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: 17,898 shares; 2024Q4: 18,869 shares; 2025Q1: 20,919 shares; 2025Q2: 17,824 shares; 2025Q3: 15,693 shares; 2025Q4: 29,946 shares 29,946 $1.62M 0.11% +14,253 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: 6,310 shares; 2024Q4: 6,251 shares; 2025Q1: 6,225 shares; 2025Q2: 6,470 shares; 2025Q3: 6,490 shares; 2025Q4: 10,470 shares 10,470 $1.61M 0.11% +3,980 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,500 shares; 2024Q4: 7,500 shares; 2025Q1: 7,500 shares; 2025Q2: 7,500 shares; 2025Q3: 7,500 shares; 2025Q4: 7,500 shares 7,500 $1.57M 0.11% 0 Timeline CLIFFWATER ENHANCED LENDING… CLIFFWATER ENHANCED LENDING I More: the full row for CLIFFWATER ENHANCED LENDING I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 121,786 shares; 2025Q4: 144,258 shares 144,258 $1.56M 0.11% +22,472 MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,121 shares; 2024Q4: 7,156 shares; 2025Q1: 5,557 shares; 2025Q2: 6,844 shares; 2025Q3: 9,469 shares; 2025Q4: 14,547 shares 14,547 $1.56M 0.11% +5,078 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: 49,333 shares; 2024Q4: 47,535 shares; 2025Q1: 46,152 shares; 2025Q2: 43,848 shares; 2025Q3: 43,053 shares; 2025Q4: 42,983 shares 42,983 $1.56M 0.11% -70 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: 87,604 shares; 2024Q4: 64,981 shares; 2025Q1: 65,591 shares; 2025Q2: 66,284 shares; 2025Q3: 65,875 shares; 2025Q4: 61,337 shares 61,337 $1.53M 0.11% -4,538 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: 13,972 shares; 2024Q4: 14,080 shares; 2025Q1: 14,004 shares; 2025Q2: 13,799 shares; 2025Q3: 13,420 shares; 2025Q4: 13,420 shares 13,420 $1.53M 0.11% 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: 11,809 shares; 2024Q4: 15,798 shares; 2025Q1: 15,798 shares; 2025Q2: 15,798 shares; 2025Q3: 15,798 shares; 2025Q4: 15,798 shares 15,798 $1.52M 0.1% 0 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,431 shares; 2024Q4: 9,131 shares; 2025Q1: 10,656 shares; 2025Q2: 11,672 shares; 2025Q3: 12,194 shares; 2025Q4: 12,886 shares 12,886 $1.51M 0.1% +692 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: 2,398 shares; 2024Q4: 2,468 shares; 2025Q1: 2,468 shares; 2025Q2: 2,468 shares; 2025Q3: 2,626 shares; 2025Q4: 3,735 shares 3,735 $1.48M 0.1% +1,109 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: 5,559 shares; 2024Q4: 6,288 shares; 2025Q1: 6,343 shares; 2025Q2: 6,624 shares; 2025Q3: 7,221 shares; 2025Q4: 9,014 shares 9,014 $1.45M 0.1% +1,793 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: 22,500 shares; 2024Q4: 23,630 shares; 2025Q1: 21,518 shares; 2025Q2: 21,662 shares; 2025Q3: 21,497 shares; 2025Q4: 21,246 shares 21,246 $1.43M 0.1% -251 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: 1,978 shares; 2024Q4: 2,501 shares; 2025Q1: 2,514 shares; 2025Q2: 2,573 shares; 2025Q3: 3,036 shares; 2025Q4: 3,037 shares 3,037 $1.41M 0.1% +1 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,650 shares; 2024Q4: 2,650 shares; 2025Q1: 2,650 shares; 2025Q2: 3,150 shares; 2025Q3: 3,150 shares; 2025Q4: 3,150 shares 3,150 $1.4M 0.1% 0 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,628 shares; 2024Q4: 1,724 shares; 2025Q1: 1,508 shares; 2025Q2: 1,514 shares; 2025Q3: 4,920 shares; 2025Q4: 5,494 shares 5,494 $1.38M 0.09% +574 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,421 shares; 2024Q4: 3,902 shares; 2025Q1: 4,212 shares; 2025Q2: 4,165 shares; 2025Q3: 3,916 shares; 2025Q4: 3,889 shares 3,889 $1.33M 0.09% -27 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: 147 shares; 2024Q4: 143 shares; 2025Q1: 150 shares; 2025Q2: 148 shares; 2025Q3: 149 shares; 2025Q4: 245 shares 245 $1.31M 0.09% +96 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: 4,192 shares; 2024Q4: 4,185 shares; 2025Q1: 4,167 shares; 2025Q2: 4,107 shares; 2025Q3: 4,114 shares; 2025Q4: 4,117 shares 4,117 $1.31M 0.09% +3 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: 1,558 shares; 2024Q4: 1,552 shares; 2025Q1: 1,255 shares; 2025Q2: 1,315 shares; 2025Q3: 1,317 shares; 2025Q4: 1,487 shares 1,487 $1.31M 0.09% +170 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: 22,684 shares; 2024Q4: 44,634 shares; 2025Q1: 46,002 shares; 2025Q2: 46,003 shares; 2025Q3: 46,004 shares; 2025Q4: 45,683 shares 45,683 $1.3M 0.09% -321 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: 2,235 shares; 2024Q4: 2,138 shares; 2025Q1: 2,131 shares; 2025Q2: 2,841 shares; 2025Q3: 2,835 shares; 2025Q4: 5,348 shares 5,348 $1.3M 0.09% +2,513 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: 6,183 shares; 2024Q4: 5,977 shares; 2025Q1: 5,705 shares; 2025Q2: 6,271 shares; 2025Q3: 5,884 shares; 2025Q4: 5,887 shares 5,887 $1.28M 0.09% +3 Timeline GSG ISHARES S&P GSCI COMMODITY- More: the full row for ISHARES S&P GSCI COMMODITY- Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,000 shares; 2024Q4: 55,000 shares; 2025Q1: 55,000 shares; 2025Q2: 55,000 shares; 2025Q3: 55,000 shares; 2025Q4: 55,000 shares 55,000 $1.27M 0.09% 0 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: 48,116 shares; 2024Q4: 45,484 shares; 2025Q1: 48,935 shares; 2025Q2: 50,738 shares; 2025Q3: 50,199 shares; 2025Q4: 49,572 shares 49,572 $1.23M 0.08% -627 Timeline SMH 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: 3,146 shares; 2024Q4: 5,909 shares; 2025Q1: 3,532 shares; 2025Q2: 3,731 shares; 2025Q3: 3,960 shares; 2025Q4: 3,400 shares 3,400 $1.22M 0.08% -560 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: 9,424 shares; 2024Q4: 9,210 shares; 2025Q1: 9,207 shares; 2025Q2: 9,223 shares; 2025Q3: 9,281 shares; 2025Q4: 9,218 shares 9,218 $1.22M 0.08% -63 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,746 shares; 2024Q4: 1,686 shares; 2025Q1: 1,829 shares; 2025Q2: 1,780 shares; 2025Q3: 1,769 shares; 2025Q4: 3,907 shares 3,907 $1.22M 0.08% +2,138 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: 880 shares; 2024Q4: 914 shares; 2025Q1: 1,114 shares; 2025Q2: 1,254 shares; 2025Q3: 1,254 shares; 2025Q4: 1,617 shares 1,617 $1.22M 0.08% +363 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,965 shares; 2024Q4: 2,592 shares; 2025Q1: 2,290 shares; 2025Q2: 2,338 shares; 2025Q3: 2,343 shares; 2025Q4: 3,569 shares 3,569 $1.2M 0.08% +1,226 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,285 shares; 2024Q4: 17,685 shares; 2025Q1: 17,221 shares; 2025Q2: 17,561 shares; 2025Q3: 17,564 shares; 2025Q4: 17,256 shares 17,256 $1.2M 0.08% -308 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: 3,535 shares; 2024Q4: 3,483 shares; 2025Q1: 3,311 shares; 2025Q2: 2,734 shares; 2025Q3: 2,671 shares; 2025Q4: 4,044 shares 4,044 $1.17M 0.08% +1,373 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,433 shares; 2024Q4: 9,308 shares; 2025Q1: 13,104 shares; 2025Q2: 13,082 shares; 2025Q3: 13,157 shares; 2025Q4: 11,588 shares 11,588 $1.16M 0.08% -1,569 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,520 shares; 2024Q4: 11,454 shares; 2025Q1: 11,384 shares; 2025Q2: 11,426 shares; 2025Q3: 11,257 shares; 2025Q4: 10,312 shares 10,312 $1.16M 0.08% -945 Timeline HYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,875 shares; 2025Q3: 22,625 shares; 2025Q4: 22,625 shares 22,625 $1.16M 0.08% 0 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,373 shares; 2024Q4: 3,414 shares; 2025Q1: 3,451 shares; 2025Q2: 3,457 shares; 2025Q3: 3,457 shares; 2025Q4: 3,933 shares 3,933 $1.14M 0.08% +476 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: 679 shares; 2024Q4: 674 shares; 2025Q1: 674 shares; 2025Q2: 743 shares; 2025Q3: 748 shares; 2025Q4: 7,268 shares 7,268 $1.11M 0.08% +6,520 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: 12,017 shares; 2024Q4: 11,481 shares; 2025Q1: 11,304 shares; 2025Q2: 11,710 shares; 2025Q3: 11,731 shares; 2025Q4: 11,939 shares 11,939 $1.11M 0.08% +208 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,217 shares; 2025Q1: 3,136 shares; 2025Q2: 4,998 shares; 2025Q3: 5,019 shares; 2025Q4: 8,394 shares 8,394 $1.1M 0.08% +3,375 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,445 shares; 2024Q4: 4,470 shares; 2025Q1: 4,517 shares; 2025Q2: 4,617 shares; 2025Q3: 4,915 shares; 2025Q4: 5,901 shares 5,901 $1.09M 0.08% +986 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,323 shares; 2024Q4: 2,485 shares; 2025Q1: 2,530 shares; 2025Q2: 2,560 shares; 2025Q3: 2,567 shares; 2025Q4: 2,517 shares 2,517 $1.07M 0.07% -50 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,636 shares; 2025Q4: 3,545 shares 3,545 $1.07M 0.07% +1,909 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: 1,090 shares; 2024Q4: 1,092 shares; 2025Q1: 1,088 shares; 2025Q2: 1,153 shares; 2025Q3: 1,157 shares; 2025Q4: 1,607 shares 1,607 $1.05M 0.07% +450 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: 7,231 shares; 2024Q4: 7,051 shares; 2025Q1: 5,622 shares; 2025Q2: 6,202 shares; 2025Q3: 5,801 shares; 2025Q4: 5,933 shares 5,933 $1.03M 0.07% +132 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: 5,841 shares; 2024Q4: 5,441 shares; 2025Q1: 4,882 shares; 2025Q2: 4,957 shares; 2025Q3: 4,900 shares; 2025Q4: 5,248 shares 5,248 $1.02M 0.07% +348 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: 3,079 shares; 2024Q4: 3,481 shares; 2025Q1: 4,669 shares; 2025Q2: 4,925 shares; 2025Q3: 5,848 shares; 2025Q4: 6,164 shares 6,164 $1M 0.07% +316 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,682 shares; 2025Q3: 10,321 shares; 2025Q4: 22,038 shares 22,038 $999K 0.07% +11,717 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: 10,197 shares; 2024Q4: 10,140 shares; 2025Q1: 9,447 shares; 2025Q2: 9,631 shares; 2025Q3: 9,778 shares; 2025Q4: 9,994 shares 9,994 $999K 0.07% +216 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: 1,533 shares; 2024Q4: 2,430 shares; 2025Q1: 4,654 shares; 2025Q2: 4,425 shares; 2025Q3: 4,429 shares; 2025Q4: 5,145 shares 5,145 $983K 0.07% +716 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,649 shares; 2025Q2: 7,603 shares; 2025Q3: 7,603 shares; 2025Q4: 6,103 shares 6,103 $982K 0.07% -1,500 Timeline IBB 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: 1,931 shares; 2024Q4: 3,034 shares; 2025Q1: 2,861 shares; 2025Q2: 2,452 shares; 2025Q3: 2,252 shares; 2025Q4: 5,669 shares 5,669 $957K 0.07% +3,417 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: 861 shares; 2024Q4: 830 shares; 2025Q1: 865 shares; 2025Q2: 866 shares; 2025Q3: 859 shares; 2025Q4: 1,156 shares 1,156 $948K 0.07% +297 Timeline MSGS MADISON SQUARE GRDN SPRT COR More: the full row for MADISON SQUARE GRDN SPRT COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,558 shares; 2024Q4: 3,558 shares; 2025Q1: 3,603 shares; 2025Q2: 3,663 shares; 2025Q3: 3,663 shares; 2025Q4: 3,663 shares 3,663 $947K 0.07% 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: 9,261 shares; 2024Q4: 9,261 shares; 2025Q1: 45,000 shares; 2025Q2: 45,188 shares; 2025Q3: 43,136 shares; 2025Q4: 30,376 shares 30,376 $940K 0.06% -12,760 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,524 shares; 2024Q4: 1,481 shares; 2025Q1: 1,488 shares; 2025Q2: 1,570 shares; 2025Q3: 1,558 shares; 2025Q4: 1,641 shares 1,641 $929K 0.06% +83 Timeline SKYY FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,065 shares; 2024Q4: 3,059 shares; 2025Q1: 3,292 shares; 2025Q2: 3,460 shares; 2025Q3: 3,236 shares; 2025Q4: 7,036 shares 7,036 $915K 0.06% +3,800 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,576 shares; 2024Q4: 8,576 shares; 2025Q1: 9,396 shares; 2025Q2: 10,526 shares; 2025Q3: 10,389 shares; 2025Q4: 10,867 shares 10,867 $910K 0.06% +478 Timeline TCMD TACTILE SYS TECHNOLOGY INC More: the full row for TACTILE SYS TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,250 shares; 2025Q3: 13,250 shares; 2025Q4: 30,886 shares 30,886 $896K 0.06% +17,636 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: 4,360 shares; 2024Q4: 4,328 shares; 2025Q1: 4,368 shares; 2025Q2: 4,419 shares; 2025Q3: 4,201 shares; 2025Q4: 4,056 shares 4,056 $891K 0.06% -145 Timeline TDIV 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: 7,000 shares; 2024Q4: 7,000 shares; 2025Q1: 7,031 shares; 2025Q2: 7,000 shares; 2025Q3: 6,300 shares; 2025Q4: 9,158 shares 9,158 $887K 0.06% +2,858 Timeline XAIX 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,625 shares; 2025Q4: 20,625 shares 20,625 $885K 0.06% 0 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: 5,643 shares; 2024Q4: 5,608 shares; 2025Q1: 5,965 shares; 2025Q2: 7,244 shares; 2025Q3: 7,151 shares; 2025Q4: 7,044 shares 7,044 $883K 0.06% -107 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: 11,929 shares; 2024Q4: 11,937 shares; 2025Q1: 11,928 shares; 2025Q2: 11,756 shares; 2025Q3: 11,149 shares; 2025Q4: 11,133 shares 11,133 $880K 0.06% -16 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: 19,292 shares; 2024Q4: 25,515 shares; 2025Q1: 25,234 shares; 2025Q2: 32,485 shares; 2025Q3: 33,662 shares; 2025Q4: 28,934 shares 28,934 $865K 0.06% -4,728 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: 4,461 shares; 2024Q4: 3,816 shares; 2025Q1: 3,793 shares; 2025Q2: 3,464 shares; 2025Q3: 3,464 shares; 2025Q4: 6,611 shares 6,611 $853K 0.06% +3,147 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,791 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,697 shares; 2025Q3: 1,748 shares; 2025Q4: 6,270 shares 6,270 $851K 0.06% +4,522 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,181 shares; 2024Q4: 2,619 shares; 2025Q1: 2,995 shares; 2025Q2: 3,571 shares; 2025Q3: 3,916 shares; 2025Q4: 4,490 shares 4,490 $831K 0.06% +574 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: 4,569 shares; 2024Q4: 4,575 shares; 2025Q1: 4,672 shares; 2025Q2: 5,040 shares; 2025Q3: 5,502 shares; 2025Q4: 5,276 shares 5,276 $813K 0.06% -226 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: 6,741 shares; 2024Q4: 6,741 shares; 2025Q1: 6,741 shares; 2025Q2: 6,741 shares; 2025Q3: 6,741 shares; 2025Q4: 6,841 shares 6,841 $805K 0.06% +100 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,381 shares; 2024Q4: 5,964 shares; 2025Q1: 8,706 shares; 2025Q2: 8,105 shares; 2025Q3: 8,543 shares; 2025Q4: 8,543 shares 8,543 $795K 0.05% 0 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,665 shares; 2024Q4: 11,535 shares; 2025Q1: 11,535 shares; 2025Q2: 11,535 shares; 2025Q3: 11,335 shares; 2025Q4: 11,810 shares 11,810 $793K 0.05% +475 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: 8,065 shares; 2024Q4: 8,089 shares; 2025Q1: 8,072 shares; 2025Q2: 8,234 shares; 2025Q3: 8,255 shares; 2025Q4: 9,748 shares 9,748 $793K 0.05% +1,493 Timeline NJR NEW JERSEY RES CORP More: the full row for NEW JERSEY RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,415 shares; 2024Q4: 17,665 shares; 2025Q1: 17,705 shares; 2025Q2: 17,665 shares; 2025Q3: 17,276 shares; 2025Q4: 16,831 shares 16,831 $776K 0.05% -445 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: 1,031 shares; 2024Q4: 828 shares; 2025Q1: 695 shares; 2025Q2: 608 shares; 2025Q3: 1,278 shares; 2025Q4: 1,302 shares 1,302 $754K 0.05% +24 Timeline DH DEFINITIVE HEALTHCARE CORP More: the full row for DEFINITIVE HEALTHCARE 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: 260,000 shares; 2025Q2: 130,000 shares; 2025Q3: 130,000 shares; 2025Q4: 260,012 shares 260,012 $746K 0.05% +130,012 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: 8,167 shares; 2024Q4: 8,002 shares; 2025Q1: 6,410 shares; 2025Q2: 6,241 shares; 2025Q3: 5,148 shares; 2025Q4: 7,441 shares 7,441 $738K 0.05% +2,293 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: 3,712 shares; 2024Q4: 3,670 shares; 2025Q1: 4,420 shares; 2025Q2: 3,670 shares; 2025Q3: 3,681 shares; 2025Q4: 4,756 shares 4,756 $738K 0.05% +1,075 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: 4,326 shares; 2024Q4: 3,336 shares; 2025Q1: 3,286 shares; 2025Q2: 3,335 shares; 2025Q3: 3,461 shares; 2025Q4: 4,548 shares 4,548 $728K 0.05% +1,087 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: 1,211 shares; 2024Q4: 2,369 shares; 2025Q1: 2,410 shares; 2025Q2: 2,410 shares; 2025Q3: 2,335 shares; 2025Q4: 3,935 shares 3,935 $725K 0.05% +1,600 Timeline ROBO EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,432 shares; 2024Q4: 13,898 shares; 2025Q1: 14,314 shares; 2025Q2: 10,470 shares; 2025Q3: 10,380 shares; 2025Q4: 10,380 shares 10,380 $719K 0.05% 0 Timeline DON 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: 21,144 shares; 2024Q4: 20,446 shares; 2025Q1: 17,036 shares; 2025Q2: 14,960 shares; 2025Q3: 14,625 shares; 2025Q4: 13,868 shares 13,868 $716K 0.05% -757 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: 4,755 shares; 2024Q4: 4,655 shares; 2025Q1: 4,655 shares; 2025Q2: 4,905 shares; 2025Q3: 5,805 shares; 2025Q4: 7,400 shares 7,400 $711K 0.05% +1,595 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: 8,544 shares; 2024Q4: 25,146 shares; 2025Q1: 25,234 shares; 2025Q2: 25,236 shares; 2025Q3: 26,386 shares; 2025Q4: 26,997 shares 26,997 $708K 0.05% +611 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: 6,523 shares; 2024Q4: 8,023 shares; 2025Q1: 7,823 shares; 2025Q2: 7,829 shares; 2025Q3: 7,829 shares; 2025Q4: 7,823 shares 7,823 $704K 0.05% -6 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: 4,111 shares; 2024Q4: 4,089 shares; 2025Q1: 4,184 shares; 2025Q2: 4,052 shares; 2025Q3: 3,977 shares; 2025Q4: 6,020 shares 6,020 $699K 0.05% +2,043 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: 2,917 shares; 2024Q4: 2,379 shares; 2025Q1: 2,468 shares; 2025Q2: 2,456 shares; 2025Q3: 2,455 shares; 2025Q4: 2,485 shares 2,485 $693K 0.05% +30 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,345 shares; 2024Q4: 1,971 shares; 2025Q1: 1,587 shares; 2025Q2: 1,873 shares; 2025Q3: 1,753 shares; 2025Q4: 1,963 shares 1,963 $688K 0.05% +210 Timeline AEO AMERICAN EAGLE OUTFITTERS IN More: the full row for AMERICAN EAGLE OUTFITTERS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,750 shares; 2025Q4: 26,043 shares 26,043 $687K 0.05% +15,293 Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 42,696 shares 42,696 $686K 0.05% new Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,360 shares; 2024Q4: 2,990 shares; 2025Q1: 3,205 shares; 2025Q2: 3,680 shares; 2025Q3: 3,680 shares; 2025Q4: 3,703 shares 3,703 $683K 0.05% +23 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: 13,292 shares; 2024Q4: not reported; 2025Q1: 9,949 shares; 2025Q2: 12,432 shares; 2025Q3: 13,419 shares; 2025Q4: 18,331 shares 18,331 $676K 0.05% +4,912 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: 1,543 shares; 2024Q4: 1,524 shares; 2025Q1: 1,565 shares; 2025Q2: 1,510 shares; 2025Q3: 1,971 shares; 2025Q4: 1,990 shares 1,990 $672K 0.05% +19 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: not reported; 2024Q4: 5,594 shares; 2025Q1: 7,717 shares; 2025Q2: 7,423 shares; 2025Q3: 7,423 shares; 2025Q4: 7,510 shares 7,510 $672K 0.05% +87 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: 638 shares; 2024Q4: 638 shares; 2025Q1: 641 shares; 2025Q2: 638 shares; 2025Q3: 638 shares; 2025Q4: 622 shares 622 $665K 0.05% -16 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,739 shares; 2024Q4: 1,922 shares; 2025Q1: 1,825 shares; 2025Q2: 1,800 shares; 2025Q3: 1,720 shares; 2025Q4: 1,751 shares 1,751 $665K 0.05% +31 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: 764 shares; 2024Q4: 771 shares; 2025Q1: 791 shares; 2025Q2: 954 shares; 2025Q3: 960 shares; 2025Q4: 987 shares 987 $654K 0.05% +27 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: 2,186 shares; 2024Q4: 2,095 shares; 2025Q1: 1,661 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,847 shares 2,847 $652K 0.04% new 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: 5,090 shares; 2024Q4: 5,468 shares; 2025Q1: 7,568 shares; 2025Q2: 8,193 shares; 2025Q3: 9,645 shares; 2025Q4: 8,030 shares 8,030 $647K 0.04% -1,615 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,717 shares 10,717 $643K 0.04% new Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,904 shares; 2024Q4: 3,880 shares; 2025Q1: 3,851 shares; 2025Q2: 4,326 shares; 2025Q3: 4,338 shares; 2025Q4: 4,759 shares 4,759 $643K 0.04% +421 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,318 shares; 2024Q4: 7,317 shares; 2025Q1: 7,127 shares; 2025Q2: 7,021 shares; 2025Q3: 8,656 shares; 2025Q4: 8,663 shares 8,663 $638K 0.04% +7 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,222 shares 15,222 $626K 0.04% new Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,190 shares; 2024Q4: 1,222 shares; 2025Q1: 1,222 shares; 2025Q2: 1,282 shares; 2025Q3: 1,279 shares; 2025Q4: 3,192 shares 3,192 $623K 0.04% +1,913 Timeline TEAM ATLASSIAN CORPORATION More: the full row for ATLASSIAN CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,824 shares 3,824 $620K 0.04% new Timeline VICR VICOR CORP More: the full row for VICOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,647 shares 5,647 $619K 0.04% new 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: 3,436 shares; 2024Q4: 3,052 shares; 2025Q1: 2,805 shares; 2025Q2: 2,596 shares; 2025Q3: 2,735 shares; 2025Q4: 4,836 shares 4,836 $617K 0.04% +2,101 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: 1,621 shares; 2024Q4: 1,781 shares; 2025Q1: 1,592 shares; 2025Q2: 1,573 shares; 2025Q3: 1,593 shares; 2025Q4: 2,266 shares 2,266 $615K 0.04% +673 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,898 shares; 2024Q4: 2,849 shares; 2025Q1: 2,845 shares; 2025Q2: 2,809 shares; 2025Q3: 2,399 shares; 2025Q4: 6,073 shares 6,073 $612K 0.04% +3,674 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: not reported; 2024Q4: 4,336 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,617 shares; 2025Q4: 11,337 shares 11,337 $605K 0.04% +4,720 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: 5,156 shares; 2024Q4: 5,234 shares; 2025Q1: 5,234 shares; 2025Q2: 5,235 shares; 2025Q3: 5,235 shares; 2025Q4: 4,961 shares 4,961 $604K 0.04% -274 Timeline JBND J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,345 shares; 2025Q4: 11,160 shares 11,160 $603K 0.04% +5,815 Timeline Lord Abbett Flexible Inc Fu… Lord Abbett Flexible Inc Fund More: the full row for Lord Abbett Flexible Inc Fund Quarterly shares; oldest 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: 59,642 shares; 2025Q4: 59,642 shares 59,642 $600K 0.04% 0 UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,937 shares; 2024Q4: 2,870 shares; 2025Q1: 2,968 shares; 2025Q2: 2,879 shares; 2025Q3: 2,783 shares; 2025Q4: 2,582 shares 2,582 $597K 0.04% -201 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,259 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,663 shares 11,663 $592K 0.04% new Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,810 shares; 2025Q4: 6,810 shares 6,810 $592K 0.04% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,369 shares; 2025Q4: 3,283 shares 3,283 $591K 0.04% +914 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,597 shares; 2025Q4: 5,886 shares 5,886 $588K 0.04% +3,289 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: 10,941 shares; 2024Q4: 10,187 shares; 2025Q1: 9,963 shares; 2025Q2: 9,464 shares; 2025Q3: 9,357 shares; 2025Q4: 9,993 shares 9,993 $585K 0.04% +636 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,103 shares; 2024Q4: 2,122 shares; 2025Q1: 2,146 shares; 2025Q2: 2,179 shares; 2025Q3: 2,145 shares; 2025Q4: 2,275 shares 2,275 $582K 0.04% +130 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: 1,040 shares; 2024Q4: 1,028 shares; 2025Q1: 1,054 shares; 2025Q2: 1,102 shares; 2025Q3: 1,044 shares; 2025Q4: 1,114 shares 1,114 $582K 0.04% +70 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: 2,160 shares; 2024Q4: 2,185 shares; 2025Q1: 2,302 shares; 2025Q2: 2,444 shares; 2025Q3: 2,160 shares; 2025Q4: 2,180 shares 2,180 $578K 0.04% +20 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: 4,894 shares; 2024Q4: 5,179 shares; 2025Q1: 4,795 shares; 2025Q2: 4,884 shares; 2025Q3: 4,858 shares; 2025Q4: 4,927 shares 4,927 $577K 0.04% +69 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: not reported; 2024Q4: 6,463 shares; 2025Q1: 4,688 shares; 2025Q2: 4,814 shares; 2025Q3: 4,814 shares; 2025Q4: 4,642 shares 4,642 $572K 0.04% -172 Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,587 shares 6,587 $568K 0.04% new 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: 7,118 shares; 2024Q4: 7,118 shares; 2025Q1: 6,933 shares; 2025Q2: 6,933 shares; 2025Q3: 6,933 shares; 2025Q4: 6,983 shares 6,983 $567K 0.04% +50 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,853 shares; 2025Q4: 10,286 shares 10,286 $563K 0.04% +433 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,064 shares; 2024Q4: 8,501 shares; 2025Q1: 7,935 shares; 2025Q2: 7,647 shares; 2025Q3: 7,380 shares; 2025Q4: 6,512 shares 6,512 $562K 0.04% -868 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,525 shares; 2025Q1: 10,376 shares; 2025Q2: 7,329 shares; 2025Q3: 8,658 shares; 2025Q4: 11,083 shares 11,083 $561K 0.04% +2,425 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: 1,665 shares; 2024Q4: 3,790 shares; 2025Q1: 2,690 shares; 2025Q2: 2,749 shares; 2025Q3: 2,662 shares; 2025Q4: 2,624 shares 2,624 $556K 0.04% -38 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,879 shares; 2025Q3: 1,850 shares; 2025Q4: 2,014 shares 2,014 $555K 0.04% +164 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,832 shares; 2024Q4: 4,502 shares; 2025Q1: 4,573 shares; 2025Q2: 4,610 shares; 2025Q3: 4,551 shares; 2025Q4: 5,002 shares 5,002 $552K 0.04% +451 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,021 shares; 2024Q4: 3,021 shares; 2025Q1: 3,142 shares; 2025Q2: 3,365 shares; 2025Q3: 3,389 shares; 2025Q4: 3,428 shares 3,428 $551K 0.04% +39 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,275 shares; 2024Q4: 1,410 shares; 2025Q1: 1,410 shares; 2025Q2: 1,370 shares; 2025Q3: 1,370 shares; 2025Q4: 2,277 shares 2,277 $549K 0.04% +907 Timeline CLMB CLIMB GLOBAL SOLUTIONS INC More: the full row for CLIMB GLOBAL SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,326 shares 5,326 $547K 0.04% new Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,809 shares 2,809 $546K 0.04% new 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: 1,369 shares; 2024Q4: 1,421 shares; 2025Q1: 1,445 shares; 2025Q2: 1,506 shares; 2025Q3: 1,512 shares; 2025Q4: 1,532 shares 1,532 $538K 0.04% +20 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: 4,549 shares; 2024Q4: 4,658 shares; 2025Q1: 4,222 shares; 2025Q2: 3,928 shares; 2025Q3: 3,743 shares; 2025Q4: 3,708 shares 3,708 $531K 0.04% -35 Timeline HLIO HELIOS TECHNOLOGIES INC More: the full row for HELIOS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,325 shares; 2025Q4: 9,912 shares 9,912 $530K 0.04% +5,587 Timeline PBH PRESTIGE CONSMR HEALTHCARE I More: the full row for PRESTIGE CONSMR HEALTHCARE I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,565 shares 8,565 $528K 0.04% new Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 564 shares 564 $526K 0.04% new 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: 5,097 shares; 2024Q4: 6,193 shares; 2025Q1: 8,173 shares; 2025Q2: 8,554 shares; 2025Q3: 8,601 shares; 2025Q4: 8,621 shares 8,621 $518K 0.04% +20 Timeline FBNC FIRST BANCORP N C More: the full row for FIRST BANCORP N C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,190 shares 10,190 $518K 0.04% new Timeline ALEX ALEXANDER & BALDWIN INC More: the full row for ALEXANDER & BALDWIN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,050 shares 25,050 $517K 0.04% new Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,987 shares; 2024Q4: 4,904 shares; 2025Q1: 4,914 shares; 2025Q2: 5,157 shares; 2025Q3: 5,192 shares; 2025Q4: 5,387 shares 5,387 $514K 0.04% +195 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: 4,063 shares; 2024Q4: 4,063 shares; 2025Q1: 4,112 shares; 2025Q2: 3,862 shares; 2025Q3: 3,812 shares; 2025Q4: 3,712 shares 3,712 $512K 0.04% -100 Timeline BELFB BEL FUSE INC More: the full row for BEL FUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,000 shares 3,000 $509K 0.04% new Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,991 shares 1,991 $505K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,407 shares; 2025Q3: 15,407 shares; 2025Q4: 15,407 shares 15,407 $503K 0.03% 0 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,761 shares 3,761 $499K 0.03% new Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,733 shares 7,733 $498K 0.03% new Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 373 shares; 2024Q4: not reported; 2025Q1: 388 shares; 2025Q2: 396 shares; 2025Q3: not reported; 2025Q4: 1,118 shares 1,118 $498K 0.03% new Timeline AUB ATLANTIC UN BANKSHARES CORP More: the full row for ATLANTIC UN BANKSHARES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,047 shares; 2025Q4: 14,013 shares 14,013 $495K 0.03% +7,966 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: 5,610 shares; 2024Q4: 5,606 shares; 2025Q1: 5,670 shares; 2025Q2: 5,706 shares; 2025Q3: 5,633 shares; 2025Q4: 5,700 shares 5,700 $488K 0.03% +67 Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,116 shares 2,116 $485K 0.03% new 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: 2,241 shares; 2024Q4: not reported; 2025Q1: 2,762 shares; 2025Q2: 3,257 shares; 2025Q3: 4,503 shares; 2025Q4: 5,007 shares 5,007 $481K 0.03% +504 Timeline ESTC ELASTIC N V More: the full row for ELASTIC N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,371 shares 6,371 $481K 0.03% new 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: 5,171 shares; 2024Q4: 5,171 shares; 2025Q1: 5,171 shares; 2025Q2: 5,171 shares; 2025Q3: 5,171 shares; 2025Q4: 5,171 shares 5,171 $477K 0.03% 0 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,655 shares; 2024Q4: 4,536 shares; 2025Q1: 4,393 shares; 2025Q2: 4,535 shares; 2025Q3: 4,440 shares; 2025Q4: 4,656 shares 4,656 $477K 0.03% +216 Timeline OSW ONESPAWORLD HOLDINGS LIMITED More: the full row for ONESPAWORLD HOLDINGS LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,510 shares; 2024Q4: 11,130 shares; 2025Q1: 11,945 shares; 2025Q2: 12,955 shares; 2025Q3: 10,593 shares; 2025Q4: 22,936 shares 22,936 $476K 0.03% +12,343 Timeline ALNT ALLIENT INC More: the full row for ALLIENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,832 shares 8,832 $475K 0.03% new 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: 7,896 shares; 2024Q4: 7,095 shares; 2025Q1: 8,142 shares; 2025Q2: 7,905 shares; 2025Q3: 6,900 shares; 2025Q4: 5,364 shares 5,364 $475K 0.03% -1,536 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,566 shares; 2024Q4: 5,413 shares; 2025Q1: 5,787 shares; 2025Q2: 5,667 shares; 2025Q3: 5,648 shares; 2025Q4: 5,901 shares 5,901 $474K 0.03% +253 Timeline CTO CTO RLTY GROWTH INC NEW More: the full row for CTO RLTY GROWTH INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,570 shares 25,570 $471K 0.03% new 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: 1,265 shares; 2024Q4: 1,256 shares; 2025Q1: 1,080 shares; 2025Q2: 1,067 shares; 2025Q3: 1,071 shares; 2025Q4: 1,199 shares 1,199 $467K 0.03% +128 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: 7,515 shares; 2024Q4: 5,158 shares; 2025Q1: 9,686 shares; 2025Q2: 13,110 shares; 2025Q3: 8,609 shares; 2025Q4: 7,322 shares 7,322 $467K 0.03% -1,287 Timeline SBSI SOUTHSIDE BANCSHARES INC More: the full row for SOUTHSIDE BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,309 shares 15,309 $465K 0.03% new Timeline NTNX NUTANIX INC More: the full row for NUTANIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,961 shares 8,961 $463K 0.03% new Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,629 shares; 2025Q3: 10,629 shares; 2025Q4: 10,629 shares 10,629 $463K 0.03% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,675 shares 2,675 $461K 0.03% new Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,012 shares; 2024Q4: 5,013 shares; 2025Q1: 5,735 shares; 2025Q2: 5,501 shares; 2025Q3: 5,499 shares; 2025Q4: 5,501 shares 5,501 $460K 0.03% +2 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: 7,916 shares; 2024Q4: 6,260 shares; 2025Q1: 7,853 shares; 2025Q2: 8,882 shares; 2025Q3: 9,263 shares; 2025Q4: 8,481 shares 8,481 $457K 0.03% -782 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: 8,670 shares; 2024Q4: 8,629 shares; 2025Q1: 8,834 shares; 2025Q2: 8,960 shares; 2025Q3: 8,982 shares; 2025Q4: 7,908 shares 7,908 $456K 0.03% -1,074 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: 1,913 shares; 2024Q4: 1,888 shares; 2025Q1: 1,927 shares; 2025Q2: 2,019 shares; 2025Q3: 1,956 shares; 2025Q4: 1,998 shares 1,998 $455K 0.03% +42 Timeline JPSE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,859 shares; 2024Q4: 8,859 shares; 2025Q1: 8,859 shares; 2025Q2: 8,859 shares; 2025Q3: 8,859 shares; 2025Q4: 8,965 shares 8,965 $449K 0.03% +106 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,467 shares; 2024Q4: 3,467 shares; 2025Q1: 3,503 shares; 2025Q2: 3,544 shares; 2025Q3: 3,545 shares; 2025Q4: 5,119 shares 5,119 $447K 0.03% +1,574 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: 4,580 shares; 2024Q4: 4,287 shares; 2025Q1: 3,412 shares; 2025Q2: 2,608 shares; 2025Q3: 2,565 shares; 2025Q4: 4,530 shares 4,530 $443K 0.03% +1,965 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,818 shares; 2024Q4: 1,746 shares; 2025Q1: 1,724 shares; 2025Q2: 1,494 shares; 2025Q3: 1,510 shares; 2025Q4: 1,465 shares 1,465 $443K 0.03% -45 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,676 shares; 2024Q4: 12,676 shares; 2025Q1: 12,998 shares; 2025Q2: 13,060 shares; 2025Q3: 12,868 shares; 2025Q4: 12,480 shares 12,480 $437K 0.03% -388 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,505 shares; 2024Q4: 6,613 shares; 2025Q1: 6,502 shares; 2025Q2: 6,689 shares; 2025Q3: not reported; 2025Q4: 11,795 shares 11,795 $436K 0.03% new Timeline AGX ARGAN INC More: the full row for ARGAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,385 shares 1,385 $434K 0.03% new 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: 724 shares; 2024Q4: 691 shares; 2025Q1: 712 shares; 2025Q2: 733 shares; 2025Q3: 730 shares; 2025Q4: 882 shares 882 $432K 0.03% +152 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: 8,655 shares; 2024Q4: 8,512 shares; 2025Q1: 8,475 shares; 2025Q2: 8,643 shares; 2025Q3: 8,644 shares; 2025Q4: 8,744 shares 8,744 $430K 0.03% +100 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 765 shares 765 $430K 0.03% new Timeline SEI SOLARIS ENERGY INFRAS INC More: the full row for SOLARIS ENERGY INFRAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,295 shares 9,295 $427K 0.03% new Timeline VRP INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,524 shares; 2024Q4: 20,083 shares; 2025Q1: 17,404 shares; 2025Q2: 17,404 shares; 2025Q3: 17,404 shares; 2025Q4: 17,404 shares 17,404 $423K 0.03% 0 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,910 shares; 2025Q2: 1,671 shares; 2025Q3: 1,597 shares; 2025Q4: 2,143 shares 2,143 $422K 0.03% +546 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,856 shares; 2024Q4: 1,856 shares; 2025Q1: 1,856 shares; 2025Q2: 890 shares; 2025Q3: 890 shares; 2025Q4: 890 shares 890 $421K 0.03% 0 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: 723 shares; 2024Q4: 721 shares; 2025Q1: 769 shares; 2025Q2: 793 shares; 2025Q3: 794 shares; 2025Q4: 900 shares 900 $420K 0.03% +106 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: 1,438 shares; 2024Q4: 1,415 shares; 2025Q1: 1,457 shares; 2025Q2: 1,408 shares; 2025Q3: 1,416 shares; 2025Q4: 1,449 shares 1,449 $418K 0.03% +33 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: 1,497 shares; 2024Q4: 1,499 shares; 2025Q1: 1,534 shares; 2025Q2: 1,542 shares; 2025Q3: 1,548 shares; 2025Q4: 1,580 shares 1,580 $415K 0.03% +32 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,345 shares; 2024Q4: 1,349 shares; 2025Q1: 1,288 shares; 2025Q2: 1,392 shares; 2025Q3: 1,639 shares; 2025Q4: 1,679 shares 1,679 $415K 0.03% +40 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,220 shares 5,220 $415K 0.03% new Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,855 shares; 2024Q4: 2,794 shares; 2025Q1: 2,915 shares; 2025Q2: 3,005 shares; 2025Q3: 3,039 shares; 2025Q4: 4,155 shares 4,155 $413K 0.03% +1,116 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,827 shares 1,827 $412K 0.03% new Timeline REVG REV GROUP INC More: the full row for REV GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,763 shares 6,763 $411K 0.03% new Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,243 shares; 2025Q3: 2,249 shares; 2025Q4: 2,223 shares 2,223 $410K 0.03% -26 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,871 shares 9,871 $410K 0.03% new Timeline DGICA DONEGAL GROUP INC More: the full row for DONEGAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,400 shares 20,400 $408K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,896 shares 1,896 $405K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: 1,721 shares; 2025Q2: 1,769 shares; 2025Q3: 1,662 shares; 2025Q4: 1,970 shares 1,970 $404K 0.03% +308 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,910 shares 6,910 $403K 0.03% new Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,114 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,355 shares 7,355 $402K 0.03% new 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: 268 shares; 2024Q4: 246 shares; 2025Q1: 286 shares; 2025Q2: 4,247 shares; 2025Q3: 4,293 shares; 2025Q4: 4,397 shares 4,397 $401K 0.03% +104 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: 794 shares; 2024Q4: 795 shares; 2025Q1: 807 shares; 2025Q2: 873 shares; 2025Q3: 777 shares; 2025Q4: 781 shares 781 $399K 0.03% +4 Timeline GHC GRAHAM HLDGS CO More: the full row for GRAHAM HLDGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 356 shares; 2024Q4: 353 shares; 2025Q1: 353 shares; 2025Q2: 353 shares; 2025Q3: 353 shares; 2025Q4: 363 shares 363 $399K 0.03% +10 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,739 shares; 2024Q4: 3,885 shares; 2025Q1: 3,118 shares; 2025Q2: 3,118 shares; 2025Q3: 2,318 shares; 2025Q4: 2,568 shares 2,568 $398K 0.03% +250 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,134 shares 5,134 $397K 0.03% new Timeline MGNI MAGNITE INC More: the full row for MAGNITE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,443 shares 24,443 $397K 0.03% new Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC 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: 8,721 shares 8,721 $389K 0.03% new Timeline PNFP PINNACLE FINL PARTNERS INC More: the full row for PINNACLE FINL PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,061 shares 4,061 $387K 0.03% new Timeline TDW TIDEWATER INC NEW More: the full row for TIDEWATER INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,650 shares 7,650 $386K 0.03% new Timeline PNTG PENNANT GROUP INC More: the full row for PENNANT GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,631 shares 13,631 $384K 0.03% new Timeline VTEC VANGUARD CALIF TAX FREE FDS More: the full row for VANGUARD CALIF TAX FREE 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: 2,800 shares; 2025Q4: 3,805 shares 3,805 $381K 0.03% +1,005 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: 4,753 shares; 2024Q4: 4,277 shares; 2025Q1: 4,319 shares; 2025Q2: 4,874 shares; 2025Q3: 5,005 shares; 2025Q4: 4,783 shares 4,783 $381K 0.03% -222 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,085 shares; 2024Q4: 1,079 shares; 2025Q1: 1,090 shares; 2025Q2: 1,103 shares; 2025Q3: 1,117 shares; 2025Q4: 1,171 shares 1,171 $379K 0.03% +54 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,765 shares 1,765 $379K 0.03% new Timeline AVAV AEROVIRONMENT INC More: the full row for AEROVIRONMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,175 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,562 shares; 2025Q3: 1,562 shares; 2025Q4: 1,562 shares 1,562 $378K 0.03% 0 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,381 shares 5,381 $373K 0.03% new Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,184 shares; 2024Q4: 2,232 shares; 2025Q1: 2,314 shares; 2025Q2: 2,196 shares; 2025Q3: 2,343 shares; 2025Q4: 2,404 shares 2,404 $372K 0.03% +61 Timeline MGM MGM RESORTS INTERNATIONAL More: the full row for MGM RESORTS INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,092 shares 10,092 $368K 0.03% new Timeline LVS LAS VEGAS SANDS CORP More: the full row for LAS VEGAS SANDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,656 shares 5,656 $368K 0.03% new 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: 1,206 shares; 2024Q4: 1,209 shares; 2025Q1: 1,132 shares; 2025Q2: 1,086 shares; 2025Q3: 997 shares; 2025Q4: 1,039 shares 1,039 $367K 0.03% +42 Timeline BMRN BIOMARIN PHARMACEUTICAL INC More: the full row for BIOMARIN PHARMACEUTICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,121 shares 6,121 $364K 0.03% new 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: 3,901 shares; 2024Q4: 3,988 shares; 2025Q1: 4,536 shares; 2025Q2: 4,440 shares; 2025Q3: 2,989 shares; 2025Q4: 2,989 shares 2,989 $362K 0.02% 0 Timeline FFIV F5 INC More: the full row for F5 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,422 shares; 2025Q3: 1,422 shares; 2025Q4: 1,411 shares 1,411 $360K 0.02% -11 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,438 shares; 2024Q4: 4,416 shares; 2025Q1: 4,427 shares; 2025Q2: 4,697 shares; 2025Q3: 4,596 shares; 2025Q4: 4,685 shares 4,685 $359K 0.02% +89 Timeline CVGW CALAVO GROWERS INC More: the full row for CALAVO GROWERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,502 shares 16,502 $359K 0.02% new Timeline MTCH MATCH GROUP INC NEW More: the full row for MATCH GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,101 shares 11,101 $358K 0.02% new Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,611 shares 2,611 $357K 0.02% new Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,662 shares 12,662 $355K 0.02% new 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: 711 shares; 2024Q4: 686 shares; 2025Q1: 731 shares; 2025Q2: 757 shares; 2025Q3: 765 shares; 2025Q4: 780 shares 780 $354K 0.02% +15 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,039 shares 1,039 $353K 0.02% new Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,437 shares; 2025Q4: 3,472 shares 3,472 $353K 0.02% +35 Timeline NPKI NPK INTERNATIONAL INC More: the full row for NPK INTERNATIONAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,661 shares; 2025Q4: 29,508 shares 29,508 $352K 0.02% +16,847 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: 2,108 shares; 2024Q4: 2,091 shares; 2025Q1: 2,097 shares; 2025Q2: 2,127 shares; 2025Q3: 2,136 shares; 2025Q4: 2,156 shares 2,156 $349K 0.02% +20 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: 1,505 shares; 2024Q4: 1,243 shares; 2025Q1: 1,153 shares; 2025Q2: 1,305 shares; 2025Q3: 1,257 shares; 2025Q4: 1,961 shares 1,961 $344K 0.02% +704 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,816 shares; 2024Q4: 1,805 shares; 2025Q1: 1,842 shares; 2025Q2: 1,625 shares; 2025Q3: 1,625 shares; 2025Q4: 1,626 shares 1,626 $344K 0.02% +1 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: not reported; 2024Q4: 1,561 shares; 2025Q1: 1,576 shares; 2025Q2: 1,592 shares; 2025Q3: 1,605 shares; 2025Q4: 1,542 shares 1,542 $344K 0.02% -63 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,674 shares 1,674 $344K 0.02% new Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,855 shares 18,855 $344K 0.02% new Timeline BCAL CALIFORNIA BANCORP More: the full row for CALIFORNIA BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,350 shares 18,350 $343K 0.02% new Timeline IBEX IBEX LTD More: the full row for IBEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,966 shares 8,966 $342K 0.02% new Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,776 shares; 2024Q4: 4,642 shares; 2025Q1: 3,613 shares; 2025Q2: 4,030 shares; 2025Q3: 3,985 shares; 2025Q4: 3,648 shares 3,648 $342K 0.02% -337 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,599 shares 2,599 $341K 0.02% new Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,444 shares 3,444 $340K 0.02% new Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,655 shares; 2025Q3: 6,655 shares; 2025Q4: 6,658 shares 6,658 $336K 0.02% +3 Timeline SPHR SPHERE ENTERTAINMENT CO More: the full row for SPHERE ENTERTAINMENT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,535 shares; 2025Q4: 3,535 shares 3,535 $336K 0.02% 0 Timeline BEPC BROOKFIELD RENEWABLE CORP More: the full row for BROOKFIELD RENEWABLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,000 shares; 2025Q4: 8,750 shares 8,750 $335K 0.02% +750 Timeline SHOE SHOE STA GROUP INC More: the full row for SHOE STA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,757 shares 19,757 $333K 0.02% new Timeline ESS ESSEX PPTY TR INC More: the full row for ESSEX PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 873 shares; 2024Q4: 872 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,274 shares 1,274 $333K 0.02% new Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,747 shares; 2024Q4: 2,950 shares; 2025Q1: 3,927 shares; 2025Q2: 3,937 shares; 2025Q3: 2,396 shares; 2025Q4: 2,389 shares 2,389 $333K 0.02% -7 Timeline KTOS KRATOS DEFENSE & SEC SOLUTIO More: the full row for KRATOS DEFENSE & SEC SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,310 shares; 2025Q3: 4,310 shares; 2025Q4: 4,310 shares 4,310 $327K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,454 shares; 2025Q4: 5,454 shares 5,454 $325K 0.02% 0 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 5,000 shares 5,000 $324K 0.02% 0 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: 2,155 shares; 2024Q4: 2,211 shares; 2025Q1: 2,341 shares; 2025Q2: not reported; 2025Q3: 2,097 shares; 2025Q4: 2,942 shares 2,942 $322K 0.02% +845 Timeline CCRN CROSS CTRY HEALTHCARE INC More: the full row for CROSS CTRY HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 39,727 shares 39,727 $322K 0.02% new Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,808 shares 4,808 $322K 0.02% new 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: 7,912 shares; 2024Q4: 7,235 shares; 2025Q1: 7,127 shares; 2025Q2: 7,188 shares; 2025Q3: 7,216 shares; 2025Q4: 7,825 shares 7,825 $322K 0.02% +609 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,478 shares 5,478 $321K 0.02% new Timeline VSGX 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: 4,719 shares; 2024Q4: 5,051 shares; 2025Q1: 6,608 shares; 2025Q2: 6,478 shares; 2025Q3: 4,479 shares; 2025Q4: 4,471 shares 4,471 $320K 0.02% -8 Timeline TXRH TEXAS ROADHOUSE INC More: the full row for TEXAS ROADHOUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,927 shares 1,927 $320K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,960 shares; 2025Q4: 9,961 shares 9,961 $319K 0.02% +1 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: not reported; 2024Q4: not reported; 2025Q1: 58 shares; 2025Q2: 64 shares; 2025Q3: 95 shares; 2025Q4: 94 shares 94 $319K 0.02% -1 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: 1,656 shares; 2024Q4: 1,637 shares; 2025Q1: 1,609 shares; 2025Q2: 1,660 shares; 2025Q3: 1,671 shares; 2025Q4: 1,569 shares 1,569 $319K 0.02% -102 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,452 shares 5,452 $318K 0.02% new Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,772 shares 2,772 $318K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,031 shares; 2025Q4: 8,031 shares 8,031 $318K 0.02% 0 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: 5,304 shares; 2024Q4: 5,303 shares; 2025Q1: 5,426 shares; 2025Q2: 5,534 shares; 2025Q3: 5,469 shares; 2025Q4: 6,008 shares 6,008 $317K 0.02% +539 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: 3,978 shares; 2024Q4: 3,978 shares; 2025Q1: 3,979 shares; 2025Q2: 3,805 shares; 2025Q3: 1,505 shares; 2025Q4: 1,506 shares 1,506 $317K 0.02% +1 Timeline MKTX MARKETAXESS HLDGS INC More: the full row for MARKETAXESS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,745 shares 1,745 $316K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 672 shares; 2025Q3: 674 shares; 2025Q4: 749 shares 749 $316K 0.02% +75 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,696 shares 3,696 $315K 0.02% new Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,163 shares 8,163 $313K 0.02% new 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: 930 shares; 2024Q4: 930 shares; 2025Q1: 891 shares; 2025Q2: 989 shares; 2025Q3: 998 shares; 2025Q4: 1,002 shares 1,002 $313K 0.02% +4 Timeline TRMB TRIMBLE INC More: the full row for TRIMBLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,276 shares; 2024Q4: 3,308 shares; 2025Q1: 3,617 shares; 2025Q2: 3,964 shares; 2025Q3: 3,975 shares; 2025Q4: 3,996 shares 3,996 $313K 0.02% +21 Timeline JLL JONES LANG LASALLE INC More: the full row for JONES LANG LASALLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 923 shares 923 $311K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,633 shares 4,633 $311K 0.02% new 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: 1,040 shares; 2024Q4: 1,033 shares; 2025Q1: 1,025 shares; 2025Q2: 1,039 shares; 2025Q3: 1,042 shares; 2025Q4: 1,057 shares 1,057 $310K 0.02% +15 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,603 shares 1,603 $310K 0.02% new Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,236 shares; 2024Q4: 3,246 shares; 2025Q1: 3,449 shares; 2025Q2: 3,534 shares; 2025Q3: 3,360 shares; 2025Q4: 6,920 shares 6,920 $309K 0.02% +3,560 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,175 shares 3,175 $308K 0.02% new Timeline TPC TUTOR PERINI CORP More: the full row for TUTOR PERINI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,870 shares; 2025Q4: 4,565 shares 4,565 $306K 0.02% +695 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,497 shares 3,497 $305K 0.02% new Timeline AEIS ADVANCED ENERGY INDS More: the full row for ADVANCED ENERGY INDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,455 shares; 2025Q4: 1,455 shares 1,455 $305K 0.02% 0 Timeline GLNG GOLAR LNG LTD More: the full row for GOLAR LNG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,685 shares; 2024Q4: 7,685 shares; 2025Q1: 7,520 shares; 2025Q2: 8,170 shares; 2025Q3: 8,170 shares; 2025Q4: 8,170 shares 8,170 $304K 0.02% 0 Timeline OXM OXFORD INDS INC More: the full row for OXFORD INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,875 shares 8,875 $304K 0.02% new Timeline HDV 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: 2,545 shares; 2024Q4: 4,420 shares; 2025Q1: 2,545 shares; 2025Q2: 2,495 shares; 2025Q3: 2,495 shares; 2025Q4: 2,495 shares 2,495 $303K 0.02% 0 Timeline OGE OGE ENERGY CORP More: the full row for OGE ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,132 shares; 2024Q4: 7,132 shares; 2025Q1: 7,073 shares; 2025Q2: 6,912 shares; 2025Q3: 6,912 shares; 2025Q4: 7,103 shares 7,103 $303K 0.02% +191 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: 220 shares; 2024Q4: 217 shares; 2025Q1: 225 shares; 2025Q2: 230 shares; 2025Q3: 228 shares; 2025Q4: 228 shares 228 $303K 0.02% 0 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: 990 shares; 2024Q4: 1,014 shares; 2025Q1: 937 shares; 2025Q2: 932 shares; 2025Q3: 935 shares; 2025Q4: 970 shares 970 $301K 0.02% +35 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,094 shares 1,094 $299K 0.02% new Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 443 shares 443 $299K 0.02% new Timeline LOB LIVE OAK BANCSHARES INC More: the full row for LIVE OAK BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,683 shares 8,683 $298K 0.02% new Timeline DES 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: 11,778 shares; 2024Q4: 11,450 shares; 2025Q1: 10,489 shares; 2025Q2: 10,239 shares; 2025Q3: 9,360 shares; 2025Q4: 8,860 shares 8,860 $296K 0.02% -500 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: not reported; 2024Q4: not reported; 2025Q1: 3,404 shares; 2025Q2: 3,956 shares; 2025Q3: 3,303 shares; 2025Q4: 3,731 shares 3,731 $296K 0.02% +428 Timeline ICLR ICON PUB LTD CO More: the full row for ICON PUB LTD CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,059 shares; 2024Q4: 1,059 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,624 shares; 2025Q4: 1,624 shares 1,624 $296K 0.02% 0 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: 163 shares; 2024Q4: 162 shares; 2025Q1: 171 shares; 2025Q2: 177 shares; 2025Q3: 164 shares; 2025Q4: 172 shares 172 $291K 0.02% +8 Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 814 shares 814 $288K 0.02% new 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: 745 shares; 2024Q4: 733 shares; 2025Q1: not reported; 2025Q2: 737 shares; 2025Q3: 740 shares; 2025Q4: 737 shares 737 $287K 0.02% -3 Timeline NBIX NEUROCRINE BIOSCIENCES INC More: the full row for NEUROCRINE BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,006 shares 2,006 $285K 0.02% new Timeline RNG RINGCENTRAL INC More: the full row for RINGCENTRAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,850 shares 9,850 $284K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: 1,023 shares; 2025Q2: 1,023 shares; 2025Q3: 1,023 shares; 2025Q4: 1,023 shares 1,023 $283K 0.02% 0 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,142 shares; 2025Q4: 2,195 shares 2,195 $283K 0.02% +53 Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,413 shares 1,413 $281K 0.02% new Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,654 shares 4,654 $280K 0.02% new 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: 878 shares; 2024Q4: 870 shares; 2025Q1: 906 shares; 2025Q2: 935 shares; 2025Q3: 938 shares; 2025Q4: 974 shares 974 $280K 0.02% +36 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: 3,921 shares; 2024Q4: 3,675 shares; 2025Q1: 3,447 shares; 2025Q2: 3,941 shares; 2025Q3: 4,008 shares; 2025Q4: 4,383 shares 4,383 $279K 0.02% +375 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,369 shares 6,369 $279K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,224 shares 2,224 $278K 0.02% new Timeline VHT 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: 825 shares; 2025Q2: 985 shares; 2025Q3: 967 shares; 2025Q4: 967 shares 967 $278K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 783 shares 783 $276K 0.02% new Timeline EXAS EXACT SCIENCES CORP More: the full row for EXACT SCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,695 shares 2,695 $274K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 898 shares; 2025Q3: 901 shares; 2025Q4: 911 shares 911 $270K 0.02% +10 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: 2,268 shares; 2024Q4: 2,268 shares; 2025Q1: 2,268 shares; 2025Q2: 2,234 shares; 2025Q3: 1,957 shares; 2025Q4: 1,893 shares 1,893 $267K 0.02% -64 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,517 shares; 2025Q3: 2,817 shares; 2025Q4: 3,262 shares 3,262 $267K 0.02% +445 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,008 shares; 2025Q4: 3,016 shares 3,016 $264K 0.02% +8 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: 3,097 shares; 2024Q4: 2,970 shares; 2025Q1: 2,989 shares; 2025Q2: 3,356 shares; 2025Q3: 3,314 shares; 2025Q4: 3,335 shares 3,335 $263K 0.02% +21 Timeline PINS PINTEREST INC More: the full row for PINTEREST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,160 shares 10,160 $263K 0.02% new Timeline LVMUY LVMH MOET HENNESSY-UNSP ADR More: the full row for LVMH MOET HENNESSY-UNSP ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,750 shares; 2024Q4: 1,750 shares; 2025Q1: 1,782 shares; 2025Q2: not reported; 2025Q3: 1,750 shares; 2025Q4: 1,733 shares 1,733 $261K 0.02% -17 Timeline XHB 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: 2,535 shares; 2024Q4: 2,598 shares; 2025Q1: 2,598 shares; 2025Q2: 2,598 shares; 2025Q3: 2,598 shares; 2025Q4: 2,535 shares 2,535 $261K 0.02% -63 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,153 shares; 2025Q3: 2,171 shares; 2025Q4: 2,178 shares 2,178 $261K 0.02% +7 Timeline JEF JEFFERIES FINANCIAL GROUP IN More: the full row for JEFFERIES FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,204 shares 4,204 $261K 0.02% new Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,185 shares 4,185 $260K 0.02% new Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,802 shares; 2024Q4: 1,867 shares; 2025Q1: 2,108 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,304 shares 2,304 $260K 0.02% new 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: 664 shares; 2024Q4: 672 shares; 2025Q1: 676 shares; 2025Q2: 701 shares; 2025Q3: 703 shares; 2025Q4: 657 shares 657 $252K 0.02% -46 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: 1,131 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,237 shares; 2025Q4: 1,740 shares 1,740 $251K 0.02% +503 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,865 shares; 2025Q2: 9,878 shares; 2025Q3: 9,378 shares; 2025Q4: 9,278 shares 9,278 $250K 0.02% -100 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: 980 shares; 2024Q4: 966 shares; 2025Q1: 985 shares; 2025Q2: 1,019 shares; 2025Q3: 989 shares; 2025Q4: 964 shares 964 $249K 0.02% -25 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: 596 shares; 2024Q4: 547 shares; 2025Q1: 400 shares; 2025Q2: 469 shares; 2025Q3: 433 shares; 2025Q4: 436 shares 436 $249K 0.02% +3 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,131 shares 7,131 $246K 0.02% new Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,964 shares 2,964 $243K 0.02% new Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,033 shares; 2024Q4: 1,070 shares; 2025Q1: 1,182 shares; 2025Q2: 883 shares; 2025Q3: 839 shares; 2025Q4: 945 shares 945 $242K 0.02% +106 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: 3,452 shares; 2024Q4: 3,545 shares; 2025Q1: 3,528 shares; 2025Q2: 3,516 shares; 2025Q3: 3,451 shares; 2025Q4: 3,287 shares 3,287 $242K 0.02% -164 Timeline ITRI ITRON INC More: the full row for ITRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,060 shares; 2024Q4: 2,185 shares; 2025Q1: 2,345 shares; 2025Q2: 2,525 shares; 2025Q3: 2,525 shares; 2025Q4: 2,592 shares 2,592 $241K 0.02% +67 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,275 shares 1,275 $240K 0.02% new Timeline STLA STELLANTIS N.V More: the full row for STELLANTIS N.V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,000 shares; 2025Q3: 22,000 shares; 2025Q4: 22,000 shares 22,000 $240K 0.02% 0 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 551 shares; 2025Q3: not reported; 2025Q4: 510 shares 510 $239K 0.02% new Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,552 shares; 2024Q4: 1,544 shares; 2025Q1: 1,550 shares; 2025Q2: 1,535 shares; 2025Q3: 1,545 shares; 2025Q4: 1,716 shares 1,716 $238K 0.02% +171 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: 3,068 shares; 2024Q4: 3,068 shares; 2025Q1: 3,039 shares; 2025Q2: 3,039 shares; 2025Q3: 3,039 shares; 2025Q4: 3,175 shares 3,175 $238K 0.02% +136 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: 1,637 shares; 2024Q4: 1,588 shares; 2025Q1: 1,492 shares; 2025Q2: 1,271 shares; 2025Q3: 1,040 shares; 2025Q4: 865 shares 865 $238K 0.02% -175 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,062 shares 1,062 $238K 0.02% new Timeline MEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,714 shares 4,714 $237K 0.02% new Timeline ARMK ARAMARK More: the full row for ARAMARK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,435 shares 6,435 $237K 0.02% new Timeline AXS AXIS CAP HLDGS LTD More: the full row for AXIS CAP HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,209 shares 2,209 $237K 0.02% new Timeline ROBT FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,550 shares 4,550 $236K 0.02% new Timeline BWA BORGWARNER INC More: the full row for BORGWARNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,226 shares 5,226 $235K 0.02% new 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: 1,208 shares; 2024Q4: 1,209 shares; 2025Q1: 1,256 shares; 2025Q2: 1,267 shares; 2025Q3: 1,269 shares; 2025Q4: 1,250 shares 1,250 $235K 0.02% -19 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 409 shares 409 $235K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: 2,724 shares; 2025Q2: 2,524 shares; 2025Q3: 2,530 shares; 2025Q4: 2,533 shares 2,533 $234K 0.02% +3 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,207 shares; 2025Q4: 2,227 shares 2,227 $234K 0.02% +20 Timeline IFF INTERNATIONAL FLAVORS&FRAGRA More: the full row for INTERNATIONAL FLAVORS&FRAGRA Quarterly shares; oldest 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: 3,465 shares 3,465 $234K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,854 shares 2,854 $230K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 512 shares 512 $230K 0.02% new Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,600 shares; 2024Q4: 3,464 shares; 2025Q1: 3,506 shares; 2025Q2: not reported; 2025Q3: 3,506 shares; 2025Q4: 3,506 shares 3,506 $228K 0.02% 0 Timeline LYFT LYFT INC More: the full row for LYFT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,750 shares 11,750 $228K 0.02% new 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: 276 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 275 shares; 2025Q3: 281 shares; 2025Q4: 281 shares 281 $227K 0.02% 0 Timeline DSI 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: 1,740 shares; 2025Q3: 1,763 shares; 2025Q4: 1,762 shares 1,762 $227K 0.02% -1 Timeline FRT FEDERAL RLTY INVT TR NEW More: the full row for FEDERAL RLTY INVT TR NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,246 shares 2,246 $226K 0.02% new Timeline NYT NEW YORK TIMES CO MTN BE More: the full row for NEW YORK TIMES CO MTN BE Quarterly shares; oldest 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: 3,231 shares 3,231 $224K 0.02% new Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,032 shares; 2024Q4: 7,032 shares; 2025Q1: 5,892 shares; 2025Q2: 5,892 shares; 2025Q3: 4,837 shares; 2025Q4: 4,837 shares 4,837 $220K 0.02% 0 Timeline ALGN ALIGN TECHNOLOGY INC More: the full row for ALIGN TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,407 shares 1,407 $220K 0.02% new Timeline ADT ADT INC DEL More: the full row for ADT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 27,168 shares 27,168 $219K 0.02% new Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,529 shares; 2024Q4: 6,004 shares; 2025Q1: 9,389 shares; 2025Q2: not reported; 2025Q3: 5,557 shares; 2025Q4: 4,272 shares 4,272 $218K 0.02% -1,285 Timeline PB PROSPERITY BANCSHARES INC More: the full row for PROSPERITY BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,157 shares 3,157 $218K 0.02% new Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 750 shares 750 $218K 0.01% new Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,946 shares 1,946 $218K 0.01% new Timeline AA ALCOA CORP More: the full row for ALCOA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,093 shares 4,093 $218K 0.01% new Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,300 shares 2,300 $217K 0.01% new Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,335 shares 1,335 $216K 0.01% new Timeline CFLT CONFLUENT INC-CLASS A More: the full row for CONFLUENT INC-CLASS A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,117 shares 7,117 $215K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: 972 shares; 2025Q2: 1,006 shares; 2025Q3: 985 shares; 2025Q4: 1,031 shares 1,031 $215K 0.01% +46 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 317 shares 317 $214K 0.01% new Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 490 shares; 2024Q4: 487 shares; 2025Q1: 468 shares; 2025Q2: 522 shares; 2025Q3: 489 shares; 2025Q4: 454 shares 454 $213K 0.01% -35 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,124 shares 2,124 $212K 0.01% new Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,152 shares; 2024Q4: 2,156 shares; 2025Q1: not reported; 2025Q2: 2,195 shares; 2025Q3: 1,995 shares; 2025Q4: 2,025 shares 2,025 $211K 0.01% +30 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,497 shares 4,497 $210K 0.01% new Timeline OVV OVINTIV INC More: the full row for OVINTIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,343 shares 5,343 $209K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,042 shares; 2025Q3: 7,165 shares; 2025Q4: 7,564 shares 7,564 $208K 0.01% +399 Timeline