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: 139,901 shares; 2024Q4: 141,272 shares; 2025Q1: 141,089 shares; 2025Q2: 140,274 shares; 2025Q3: 142,646 shares; 2025Q4: 152,318 shares 152,318 $41.4M 5.35% +9,672 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: 116,277 shares; 2024Q4: 118,373 shares; 2025Q1: 121,199 shares; 2025Q2: 117,859 shares; 2025Q3: 113,824 shares; 2025Q4: 204,653 shares 204,653 $29.5M 3.8% +90,829 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: 139,649 shares; 2024Q4: 139,334 shares; 2025Q1: 138,002 shares; 2025Q2: 141,422 shares; 2025Q3: 144,169 shares; 2025Q4: 149,892 shares 149,892 $28M 3.61% +5,723 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: 52,381 shares; 2024Q4: 52,390 shares; 2025Q1: 51,511 shares; 2025Q2: 53,025 shares; 2025Q3: 54,105 shares; 2025Q4: 54,228 shares 54,228 $26.2M 3.39% +123 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: 108,132 shares; 2024Q4: 136,989 shares; 2025Q1: 152,929 shares; 2025Q2: 180,568 shares; 2025Q3: 206,478 shares; 2025Q4: 270,551 shares 270,551 $18.2M 2.35% +64,073 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: 64,514 shares; 2024Q4: 66,126 shares; 2025Q1: 59,855 shares; 2025Q2: 60,104 shares; 2025Q3: 62,024 shares; 2025Q4: 69,660 shares 69,660 $16.1M 2.08% +7,636 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: 42,763 shares; 2024Q4: 46,084 shares; 2025Q1: 44,733 shares; 2025Q2: 43,633 shares; 2025Q3: 44,518 shares; 2025Q4: 47,035 shares 47,035 $14.7M 1.9% +2,517 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: 240,704 shares; 2024Q4: 237,369 shares; 2025Q1: 220,711 shares; 2025Q2: 246,333 shares; 2025Q3: 256,193 shares; 2025Q4: 239,882 shares 239,882 $13.1M 1.7% -16,311 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: 33,103 shares; 2024Q4: 32,708 shares; 2025Q1: 32,763 shares; 2025Q2: 32,983 shares; 2025Q3: 33,187 shares; 2025Q4: 33,849 shares 33,849 $11.7M 1.51% +662 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: 158,749 shares; 2024Q4: 164,508 shares; 2025Q1: 167,836 shares; 2025Q2: 173,364 shares; 2025Q3: 172,838 shares; 2025Q4: 161,500 shares 161,500 $11.2M 1.45% -11,338 Timeline USIG 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: 208,184 shares; 2024Q4: 215,620 shares; 2025Q1: 212,570 shares; 2025Q2: 221,033 shares; 2025Q3: 233,401 shares; 2025Q4: 216,333 shares 216,333 $11.2M 1.45% -17,068 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: 33,969 shares; 2024Q4: 36,700 shares; 2025Q1: 35,519 shares; 2025Q2: 34,354 shares; 2025Q3: 34,044 shares; 2025Q4: 34,765 shares 34,765 $10.9M 1.41% +721 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: 52,313 shares; 2024Q4: 53,621 shares; 2025Q1: 54,885 shares; 2025Q2: 57,598 shares; 2025Q3: 57,237 shares; 2025Q4: 52,856 shares 52,856 $10.5M 1.36% -4,381 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: 14,351 shares; 2024Q4: 14,337 shares; 2025Q1: 14,663 shares; 2025Q2: 15,256 shares; 2025Q3: 15,621 shares; 2025Q4: 15,490 shares 15,490 $10.2M 1.32% -131 Timeline XLY 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: 48,041 shares; 2024Q4: 45,551 shares; 2025Q1: 49,801 shares; 2025Q2: 48,500 shares; 2025Q3: 45,776 shares; 2025Q4: 84,897 shares 84,897 $10.1M 1.31% +39,121 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: 92,371 shares; 2024Q4: 90,133 shares; 2025Q1: 89,628 shares; 2025Q2: 89,809 shares; 2025Q3: 88,289 shares; 2025Q4: 82,177 shares 82,177 $9.67M 1.25% -6,112 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: 68,006 shares; 2024Q4: 71,121 shares; 2025Q1: 66,099 shares; 2025Q2: 72,170 shares; 2025Q3: 69,375 shares; 2025Q4: 62,268 shares 62,268 $9.64M 1.24% -7,107 Timeline SHY 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: 96,610 shares; 2024Q4: 102,587 shares; 2025Q1: 110,532 shares; 2025Q2: 113,984 shares; 2025Q3: 122,491 shares; 2025Q4: 115,563 shares 115,563 $9.57M 1.24% -6,928 Timeline IDEV 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: 110,848 shares; 2024Q4: 115,665 shares; 2025Q1: 118,970 shares; 2025Q2: 117,174 shares; 2025Q3: 122,424 shares; 2025Q4: 115,048 shares 115,048 $9.49M 1.23% -7,376 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: 77,569 shares; 2024Q4: 81,083 shares; 2025Q1: 88,790 shares; 2025Q2: 88,529 shares; 2025Q3: 88,902 shares; 2025Q4: 94,606 shares 94,606 $9.1M 1.17% +5,704 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: 58,778 shares; 2024Q4: 61,395 shares; 2025Q1: 66,434 shares; 2025Q2: 68,475 shares; 2025Q3: 68,805 shares; 2025Q4: 71,394 shares 71,394 $8.52M 1.1% +2,589 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: 24,383 shares; 2024Q4: 24,569 shares; 2025Q1: 24,448 shares; 2025Q2: 25,508 shares; 2025Q3: 25,731 shares; 2025Q4: 26,353 shares 26,353 $8.49M 1.1% +622 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,297 shares; 2024Q4: 17,576 shares; 2025Q1: 15,521 shares; 2025Q2: 16,840 shares; 2025Q3: 17,442 shares; 2025Q4: 18,612 shares 18,612 $8.37M 1.08% +1,170 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: 57,269 shares; 2024Q4: 57,937 shares; 2025Q1: 57,890 shares; 2025Q2: 58,630 shares; 2025Q3: 57,418 shares; 2025Q4: 53,838 shares 53,838 $8.35M 1.08% -3,580 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: 61,889 shares; 2024Q4: 63,055 shares; 2025Q1: 67,329 shares; 2025Q2: 70,931 shares; 2025Q3: 72,321 shares; 2025Q4: 67,989 shares 67,989 $8.17M 1.06% -4,332 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,121 shares; 2024Q4: 6,065 shares; 2025Q1: 6,146 shares; 2025Q2: 6,067 shares; 2025Q3: 6,174 shares; 2025Q4: 6,543 shares 6,543 $7.03M 0.91% +369 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: 166,394 shares; 2024Q4: 173,457 shares; 2025Q1: 178,685 shares; 2025Q2: 176,637 shares; 2025Q3: 184,060 shares; 2025Q4: 172,361 shares 172,361 $6.57M 0.85% -11,699 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,049 shares; 2024Q4: 42,248 shares; 2025Q1: 47,502 shares; 2025Q2: 38,183 shares; 2025Q3: 49,812 shares; 2025Q4: 60,880 shares 60,880 $6.52M 0.84% +11,068 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,163 shares; 2024Q4: 84,542 shares; 2025Q1: 86,804 shares; 2025Q2: 89,293 shares; 2025Q3: 89,583 shares; 2025Q4: 82,528 shares 82,528 $6.25M 0.81% -7,055 Timeline VMBS 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: 114,935 shares; 2024Q4: 120,253 shares; 2025Q1: 131,892 shares; 2025Q2: 135,955 shares; 2025Q3: 143,346 shares; 2025Q4: 132,100 shares 132,100 $6.22M 0.8% -11,246 Timeline DBND DOUBLELINE ETF TRUST More: the full row for DOUBLELINE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 112,739 shares; 2024Q4: 119,575 shares; 2025Q1: 130,313 shares; 2025Q2: 135,838 shares; 2025Q3: 144,038 shares; 2025Q4: 133,891 shares 133,891 $6.21M 0.8% -10,147 Timeline IQDG 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: 135,517 shares; 2024Q4: 138,632 shares; 2025Q1: 148,538 shares; 2025Q2: 149,617 shares; 2025Q3: 157,906 shares; 2025Q4: 148,965 shares 148,965 $6.18M 0.8% -8,941 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: 49,140 shares; 2024Q4: 52,303 shares; 2025Q1: 58,562 shares; 2025Q2: 61,743 shares; 2025Q3: 66,290 shares; 2025Q4: 60,409 shares 60,409 $6.14M 0.79% -5,881 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: 8,489 shares; 2024Q4: 8,608 shares; 2025Q1: 8,948 shares; 2025Q2: 9,528 shares; 2025Q3: 9,119 shares; 2025Q4: 10,288 shares 10,288 $5.17M 0.67% +1,169 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,947 shares; 2024Q4: 27,317 shares; 2025Q1: 29,311 shares; 2025Q2: 29,595 shares; 2025Q3: 31,603 shares; 2025Q4: 45,906 shares 45,906 $5.06M 0.65% +14,303 Timeline XLP 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: 61,056 shares; 2024Q4: 65,392 shares; 2025Q1: 63,825 shares; 2025Q2: 65,988 shares; 2025Q3: 66,272 shares; 2025Q4: 61,932 shares 61,932 $4.81M 0.62% -4,340 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: 10,577 shares; 2024Q4: 10,688 shares; 2025Q1: 10,766 shares; 2025Q2: 11,196 shares; 2025Q3: 11,573 shares; 2025Q4: 13,284 shares 13,284 $4.66M 0.6% +1,711 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: 25,118 shares; 2024Q4: 36,822 shares; 2025Q1: 34,951 shares; 2025Q2: 35,906 shares; 2025Q3: 35,802 shares; 2025Q4: 36,712 shares 36,712 $4.42M 0.57% +910 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: 21,271 shares; 2024Q4: 34,171 shares; 2025Q1: 20,249 shares; 2025Q2: 17,884 shares; 2025Q3: 16,448 shares; 2025Q4: 20,682 shares 20,682 $4.35M 0.56% +4,234 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,963 shares; 2024Q4: 16,074 shares; 2025Q1: 18,216 shares; 2025Q2: 15,475 shares; 2025Q3: 17,505 shares; 2025Q4: 18,649 shares 18,649 $3.86M 0.5% +1,144 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: 25,092 shares; 2024Q4: 27,346 shares; 2025Q1: 26,899 shares; 2025Q2: 27,818 shares; 2025Q3: 29,301 shares; 2025Q4: 34,621 shares 34,621 $3.86M 0.5% +5,320 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: 9,935 shares; 2024Q4: 9,695 shares; 2025Q1: 9,138 shares; 2025Q2: 8,472 shares; 2025Q3: 7,902 shares; 2025Q4: 7,757 shares 7,757 $3.67M 0.47% -145 Timeline OUSM ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,540 shares; 2024Q4: 77,432 shares; 2025Q1: 78,292 shares; 2025Q2: 79,551 shares; 2025Q3: 85,245 shares; 2025Q4: 82,095 shares 82,095 $3.59M 0.46% -3,150 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: 3,374 shares; 2025Q1: 3,478 shares; 2025Q2: 3,582 shares; 2025Q3: 3,506 shares; 2025Q4: 3,355 shares 3,355 $3.59M 0.46% -151 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,840 shares; 2024Q4: 34,645 shares; 2025Q1: 34,759 shares; 2025Q2: 35,611 shares; 2025Q3: 37,575 shares; 2025Q4: 35,109 shares 35,109 $3.58M 0.46% -2,466 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: 22,262 shares; 2024Q4: 21,984 shares; 2025Q1: 21,423 shares; 2025Q2: 21,078 shares; 2025Q3: 20,658 shares; 2025Q4: 19,224 shares 19,224 $3.53M 0.46% -1,434 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: 13,542 shares; 2024Q4: 14,153 shares; 2025Q1: 13,128 shares; 2025Q2: 12,553 shares; 2025Q3: 11,918 shares; 2025Q4: 11,332 shares 11,332 $3.49M 0.45% -586 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: 3,458 shares; 2024Q4: 3,427 shares; 2025Q1: 3,493 shares; 2025Q2: 3,583 shares; 2025Q3: 3,595 shares; 2025Q4: 36,975 shares 36,975 $3.47M 0.45% +33,380 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: 16,530 shares; 2024Q4: 17,068 shares; 2025Q1: 17,803 shares; 2025Q2: 18,428 shares; 2025Q3: 18,058 shares; 2025Q4: 18,890 shares 18,890 $3.36M 0.43% +832 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: 6,810 shares; 2024Q4: 6,889 shares; 2025Q1: 6,756 shares; 2025Q2: 7,924 shares; 2025Q3: 7,961 shares; 2025Q4: 4,791 shares 4,791 $3.28M 0.42% -3,170 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: 22,725 shares; 2024Q4: 23,044 shares; 2025Q1: 23,214 shares; 2025Q2: 23,935 shares; 2025Q3: 23,998 shares; 2025Q4: 28,037 shares 28,037 $3.25M 0.42% +4,039 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: 37,937 shares; 2024Q4: 35,688 shares; 2025Q1: 35,689 shares; 2025Q2: 39,556 shares; 2025Q3: 38,507 shares; 2025Q4: 72,460 shares 72,460 $3.24M 0.42% +33,953 Timeline XSOE 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: 81,856 shares; 2024Q4: 82,143 shares; 2025Q1: 87,111 shares; 2025Q2: 86,827 shares; 2025Q3: 89,463 shares; 2025Q4: 82,466 shares 82,466 $3.22M 0.42% -6,997 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,527 shares; 2024Q4: 4,586 shares; 2025Q1: 4,708 shares; 2025Q2: 5,076 shares; 2025Q3: 5,176 shares; 2025Q4: 5,602 shares 5,602 $3.2M 0.41% +426 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,407 shares; 2024Q4: 3,436 shares; 2025Q1: 3,355 shares; 2025Q2: 3,490 shares; 2025Q3: 3,476 shares; 2025Q4: 3,602 shares 3,602 $3.11M 0.4% +126 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: 44,180 shares; 2024Q4: 44,631 shares; 2025Q1: 43,131 shares; 2025Q2: 46,313 shares; 2025Q3: 47,382 shares; 2025Q4: 55,954 shares 55,954 $3.08M 0.4% +8,572 Timeline EDIV SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,963 shares; 2024Q4: 72,806 shares; 2025Q1: 76,486 shares; 2025Q2: 76,512 shares; 2025Q3: 80,208 shares; 2025Q4: 77,857 shares 77,857 $3.05M 0.39% -2,351 Timeline QEMM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,922 shares; 2024Q4: 42,260 shares; 2025Q1: 46,193 shares; 2025Q2: 46,286 shares; 2025Q3: 47,115 shares; 2025Q4: 45,414 shares 45,414 $3M 0.39% -1,701 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: 42,962 shares; 2024Q4: 43,243 shares; 2025Q1: 44,404 shares; 2025Q2: 44,155 shares; 2025Q3: 47,135 shares; 2025Q4: 45,181 shares 45,181 $2.98M 0.39% -1,954 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: 6,042 shares; 2024Q4: 6,683 shares; 2025Q1: 6,524 shares; 2025Q2: 8,231 shares; 2025Q3: 8,343 shares; 2025Q4: 8,187 shares 8,187 $2.82M 0.36% -156 Timeline SMLF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,108 shares; 2024Q4: 35,663 shares; 2025Q1: 36,424 shares; 2025Q2: 37,134 shares; 2025Q3: 39,461 shares; 2025Q4: 37,531 shares 37,531 $2.81M 0.36% -1,930 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: 9,073 shares; 2024Q4: 10,426 shares; 2025Q1: 11,195 shares; 2025Q2: 11,233 shares; 2025Q3: 11,331 shares; 2025Q4: 11,813 shares 11,813 $2.7M 0.35% +482 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: 5,359 shares; 2024Q4: 5,792 shares; 2025Q1: 6,007 shares; 2025Q2: 10,319 shares; 2025Q3: 11,125 shares; 2025Q4: 26,706 shares 26,706 $2.67M 0.34% +15,581 Timeline REGL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,202 shares; 2024Q4: 28,905 shares; 2025Q1: 30,167 shares; 2025Q2: 30,585 shares; 2025Q3: 32,834 shares; 2025Q4: 31,580 shares 31,580 $2.66M 0.34% -1,254 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: 43,966 shares; 2024Q4: 23,131 shares; 2025Q1: 23,366 shares; 2025Q2: 24,959 shares; 2025Q3: 25,558 shares; 2025Q4: 28,266 shares 28,266 $2.63M 0.34% +2,708 Timeline XSVM 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: 39,740 shares; 2024Q4: 41,043 shares; 2025Q1: 44,679 shares; 2025Q2: 46,084 shares; 2025Q3: 48,350 shares; 2025Q4: 45,729 shares 45,729 $2.61M 0.34% -2,621 Timeline AVMV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,788 shares; 2024Q4: 34,211 shares; 2025Q1: 35,516 shares; 2025Q2: 36,235 shares; 2025Q3: 38,770 shares; 2025Q4: 36,648 shares 36,648 $2.61M 0.34% -2,122 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: not reported; 2024Q4: 4,397 shares; 2025Q1: 5,729 shares; 2025Q2: 53,806 shares; 2025Q3: 48,502 shares; 2025Q4: 51,743 shares 51,743 $2.6M 0.34% +3,241 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: 4,304 shares; 2024Q4: 5,551 shares; 2025Q1: 5,360 shares; 2025Q2: 5,394 shares; 2025Q3: 5,340 shares; 2025Q4: 5,373 shares 5,373 $2.6M 0.34% +33 Timeline CALF 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: 46,647 shares; 2024Q4: 45,746 shares; 2025Q1: 56,920 shares; 2025Q2: 58,332 shares; 2025Q3: 60,632 shares; 2025Q4: 56,507 shares 56,507 $2.51M 0.32% -4,125 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: 1,873 shares; 2024Q4: 1,789 shares; 2025Q1: 1,893 shares; 2025Q2: 1,646 shares; 2025Q3: 4,554 shares; 2025Q4: 4,309 shares 4,309 $2.5M 0.32% -245 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: 9,639 shares; 2024Q4: 8,856 shares; 2025Q1: 9,416 shares; 2025Q2: 10,045 shares; 2025Q3: 9,956 shares; 2025Q4: 9,423 shares 9,423 $2.5M 0.32% -533 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: 5,318 shares; 2024Q4: 5,204 shares; 2025Q1: 5,160 shares; 2025Q2: 5,023 shares; 2025Q3: 4,880 shares; 2025Q4: 3,262 shares 3,262 $2.46M 0.32% -1,618 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: 21,677 shares; 2024Q4: 19,687 shares; 2025Q1: 19,581 shares; 2025Q2: 21,228 shares; 2025Q3: 21,065 shares; 2025Q4: 21,036 shares 21,036 $2.39M 0.31% -29 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: 13,272 shares; 2024Q4: 13,431 shares; 2025Q1: 13,653 shares; 2025Q2: 14,349 shares; 2025Q3: 14,737 shares; 2025Q4: 15,530 shares 15,530 $2.39M 0.31% +793 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: 42,102 shares; 2024Q4: 41,280 shares; 2025Q1: 40,628 shares; 2025Q2: 42,080 shares; 2025Q3: 42,554 shares; 2025Q4: 44,333 shares 44,333 $2.37M 0.31% +1,779 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: 1,921 shares; 2024Q4: 2,016 shares; 2025Q1: 2,029 shares; 2025Q2: 2,172 shares; 2025Q3: 2,219 shares; 2025Q4: 2,515 shares 2,515 $2.21M 0.29% +296 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,576 shares; 2024Q4: 26,968 shares; 2025Q1: 26,450 shares; 2025Q2: 27,182 shares; 2025Q3: 27,747 shares; 2025Q4: 51,673 shares 51,673 $2.21M 0.28% +23,926 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 158,087 shares; 2024Q4: 135,815 shares; 2025Q1: 134,086 shares; 2025Q2: 134,943 shares; 2025Q3: 88,333 shares; 2025Q4: 75,360 shares 75,360 $2.17M 0.28% -12,973 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: 7,052 shares; 2024Q4: 6,936 shares; 2025Q1: 6,910 shares; 2025Q2: 6,837 shares; 2025Q3: 6,793 shares; 2025Q4: 6,759 shares 6,759 $2.15M 0.28% -34 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: 10,117 shares; 2024Q4: 12,536 shares; 2025Q1: 12,744 shares; 2025Q2: 12,560 shares; 2025Q3: 15,414 shares; 2025Q4: 14,100 shares 14,100 $2.15M 0.28% -1,314 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: 4,531 shares; 2024Q4: 4,538 shares; 2025Q1: 4,666 shares; 2025Q2: 5,490 shares; 2025Q3: 5,482 shares; 2025Q4: 5,653 shares 5,653 $2.09M 0.27% +171 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: 1,834 shares; 2024Q4: 1,860 shares; 2025Q1: 1,894 shares; 2025Q2: 1,968 shares; 2025Q3: 2,032 shares; 2025Q4: 2,347 shares 2,347 $2.06M 0.27% +315 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: 14,040 shares; 2024Q4: 14,242 shares; 2025Q1: 14,485 shares; 2025Q2: 15,866 shares; 2025Q3: 15,831 shares; 2025Q4: 17,615 shares 17,615 $2.06M 0.27% +1,784 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: 13,767 shares; 2024Q4: 18,058 shares; 2025Q1: 20,811 shares; 2025Q2: 22,419 shares; 2025Q3: 23,717 shares; 2025Q4: 25,878 shares 25,878 $1.99M 0.26% +2,161 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: 5,504 shares; 2024Q4: 5,555 shares; 2025Q1: 5,673 shares; 2025Q2: 6,196 shares; 2025Q3: 6,189 shares; 2025Q4: 6,682 shares 6,682 $1.98M 0.26% +493 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: 10,343 shares; 2024Q4: 10,072 shares; 2025Q1: 9,527 shares; 2025Q2: 10,081 shares; 2025Q3: 10,090 shares; 2025Q4: 10,861 shares 10,861 $1.93M 0.25% +771 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,760 shares; 2024Q4: 3,252 shares; 2025Q1: 2,899 shares; 2025Q2: 2,915 shares; 2025Q3: 3,115 shares; 2025Q4: 3,332 shares 3,332 $1.91M 0.25% +217 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: 26,131 shares; 2024Q4: 25,162 shares; 2025Q1: 29,187 shares; 2025Q2: 29,842 shares; 2025Q3: 26,205 shares; 2025Q4: 23,699 shares 23,699 $1.88M 0.24% -2,506 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,757 shares; 2024Q4: 46,410 shares; 2025Q1: 45,225 shares; 2025Q2: 48,155 shares; 2025Q3: 48,511 shares; 2025Q4: 46,315 shares 46,315 $1.87M 0.24% -2,196 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,583 shares; 2024Q4: 10,501 shares; 2025Q1: 9,830 shares; 2025Q2: 8,667 shares; 2025Q3: 9,239 shares; 2025Q4: 8,502 shares 8,502 $1.85M 0.24% -737 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: 3,938 shares; 2024Q4: 3,988 shares; 2025Q1: 4,288 shares; 2025Q2: 6,703 shares; 2025Q3: 7,071 shares; 2025Q4: 7,422 shares 7,422 $1.8M 0.23% +351 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: 23,119 shares; 2024Q4: 22,279 shares; 2025Q1: 22,445 shares; 2025Q2: 22,776 shares; 2025Q3: 22,806 shares; 2025Q4: 22,261 shares 22,261 $1.79M 0.23% -545 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,813 shares; 2024Q4: 2,813 shares; 2025Q1: 3,009 shares; 2025Q2: 2,990 shares; 2025Q3: 3,017 shares; 2025Q4: 2,829 shares 2,829 $1.77M 0.23% -188 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: 5,714 shares; 2024Q4: 6,122 shares; 2025Q1: 6,423 shares; 2025Q2: 6,343 shares; 2025Q3: 7,001 shares; 2025Q4: 7,277 shares 7,277 $1.75M 0.23% +276 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: 62,070 shares; 2024Q4: 60,126 shares; 2025Q1: 63,599 shares; 2025Q2: 67,160 shares; 2025Q3: 73,344 shares; 2025Q4: 68,398 shares 68,398 $1.7M 0.22% -4,946 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: 42,993 shares; 2024Q4: 45,299 shares; 2025Q1: 46,270 shares; 2025Q2: 45,869 shares; 2025Q3: 44,881 shares; 2025Q4: 41,581 shares 41,581 $1.69M 0.22% -3,300 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: 20,670 shares; 2024Q4: 21,536 shares; 2025Q1: 19,511 shares; 2025Q2: 20,111 shares; 2025Q3: 19,487 shares; 2025Q4: 36,725 shares 36,725 $1.67M 0.22% +17,238 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: 31,520 shares; 2024Q4: 33,388 shares; 2025Q1: 33,476 shares; 2025Q2: 33,589 shares; 2025Q3: 33,131 shares; 2025Q4: 30,562 shares 30,562 $1.65M 0.21% -2,569 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: 2,784 shares; 2024Q4: 2,785 shares; 2025Q1: 2,824 shares; 2025Q2: 2,944 shares; 2025Q3: 2,841 shares; 2025Q4: 2,894 shares 2,894 $1.64M 0.21% +53 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: 4,255 shares; 2024Q4: 8,052 shares; 2025Q1: 8,864 shares; 2025Q2: 9,769 shares; 2025Q3: 11,087 shares; 2025Q4: 13,281 shares 13,281 $1.63M 0.21% +2,194 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: 17,524 shares; 2024Q4: 17,512 shares; 2025Q1: 17,559 shares; 2025Q2: 17,751 shares; 2025Q3: 17,736 shares; 2025Q4: 16,604 shares 16,604 $1.6M 0.21% -1,132 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,981 shares; 2024Q4: 1,922 shares; 2025Q1: 2,034 shares; 2025Q2: 2,236 shares; 2025Q3: 2,264 shares; 2025Q4: 2,378 shares 2,378 $1.58M 0.2% +114 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,679 shares; 2024Q4: 5,545 shares; 2025Q1: 5,219 shares; 2025Q2: 3,924 shares; 2025Q3: 3,509 shares; 2025Q4: 4,770 shares 4,770 $1.57M 0.2% +1,261 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,027 shares; 2025Q3: 15,557 shares; 2025Q4: 15,557 shares 15,557 $1.56M 0.2% 0 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: 8,165 shares; 2024Q4: 6,912 shares; 2025Q1: 17,195 shares; 2025Q2: 14,977 shares; 2025Q3: 5,665 shares; 2025Q4: 7,291 shares 7,291 $1.56M 0.2% +1,626 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: 4,480 shares; 2024Q4: 4,433 shares; 2025Q1: 4,638 shares; 2025Q2: 4,718 shares; 2025Q3: 4,699 shares; 2025Q4: 4,701 shares 4,701 $1.54M 0.2% +2 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: 6,935 shares; 2024Q4: 7,017 shares; 2025Q1: 6,847 shares; 2025Q2: 7,390 shares; 2025Q3: 7,811 shares; 2025Q4: 7,859 shares 7,859 $1.53M 0.2% +48 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2 shares; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 2 shares 2 $1.51M 0.19% 0 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,732 shares; 2024Q4: 4,633 shares; 2025Q1: 4,527 shares; 2025Q2: 4,622 shares; 2025Q3: 4,556 shares; 2025Q4: 4,468 shares 4,468 $1.5M 0.19% -88 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: 4,842 shares; 2024Q4: 5,142 shares; 2025Q1: 5,006 shares; 2025Q2: 5,029 shares; 2025Q3: 4,872 shares; 2025Q4: 4,838 shares 4,838 $1.48M 0.19% -34 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: 6,198 shares; 2024Q4: 5,319 shares; 2025Q1: 5,136 shares; 2025Q2: 5,579 shares; 2025Q3: 5,634 shares; 2025Q4: 5,741 shares 5,741 $1.48M 0.19% +107 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: 14,736 shares; 2024Q4: 12,724 shares; 2025Q1: 12,126 shares; 2025Q2: 9,164 shares; 2025Q3: 11,691 shares; 2025Q4: 13,829 shares 13,829 $1.46M 0.19% +2,138 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,316 shares; 2024Q4: 9,015 shares; 2025Q1: 11,031 shares; 2025Q2: 11,213 shares; 2025Q3: 10,918 shares; 2025Q4: 8,777 shares 8,777 $1.43M 0.18% -2,141 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,665 shares; 2024Q4: 3,121 shares; 2025Q1: 3,061 shares; 2025Q2: 3,212 shares; 2025Q3: 3,164 shares; 2025Q4: 3,053 shares 3,053 $1.42M 0.18% -111 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,526 shares; 2024Q4: 7,737 shares; 2025Q1: 7,354 shares; 2025Q2: 7,032 shares; 2025Q3: 5,676 shares; 2025Q4: 4,643 shares 4,643 $1.41M 0.18% -1,033 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: 1,855 shares; 2024Q4: 3,820 shares; 2025Q1: 4,582 shares; 2025Q2: 4,334 shares; 2025Q3: 4,570 shares; 2025Q4: 4,030 shares 4,030 $1.41M 0.18% -540 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: 3,114 shares; 2024Q4: 1,671 shares; 2025Q1: 1,667 shares; 2025Q2: 1,921 shares; 2025Q3: 1,806 shares; 2025Q4: 9,085 shares 9,085 $1.39M 0.18% +7,279 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: 20,537 shares; 2024Q4: 21,738 shares; 2025Q1: 23,863 shares; 2025Q2: 26,276 shares; 2025Q3: 26,176 shares; 2025Q4: 21,296 shares 21,296 $1.36M 0.18% -4,880 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: 191 shares; 2024Q4: 210 shares; 2025Q1: 205 shares; 2025Q2: 207 shares; 2025Q3: 206 shares; 2025Q4: 252 shares 252 $1.35M 0.17% +46 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: 115,525 shares; 2024Q4: 111,961 shares; 2025Q1: 100,845 shares; 2025Q2: 97,459 shares; 2025Q3: 55,282 shares; 2025Q4: 53,821 shares 53,821 $1.34M 0.17% -1,461 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: 4,249 shares; 2024Q4: 4,146 shares; 2025Q1: 4,062 shares; 2025Q2: 3,913 shares; 2025Q3: 4,216 shares; 2025Q4: 4,528 shares 4,528 $1.29M 0.17% +312 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: 9,042 shares; 2024Q4: 8,613 shares; 2025Q1: 8,692 shares; 2025Q2: 7,310 shares; 2025Q3: 7,944 shares; 2025Q4: 8,975 shares 8,975 $1.29M 0.17% +1,031 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: 60,151 shares; 2024Q4: 54,776 shares; 2025Q1: 53,647 shares; 2025Q2: 55,260 shares; 2025Q3: 57,809 shares; 2025Q4: 41,851 shares 41,851 $1.25M 0.16% -15,958 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: 6,063 shares; 2024Q4: 6,097 shares; 2025Q1: 6,425 shares; 2025Q2: 6,954 shares; 2025Q3: 7,047 shares; 2025Q4: 7,772 shares 7,772 $1.25M 0.16% +725 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: 1,477 shares; 2024Q4: 1,496 shares; 2025Q1: 1,543 shares; 2025Q2: 1,724 shares; 2025Q3: 1,761 shares; 2025Q4: 1,904 shares 1,904 $1.24M 0.16% +143 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: 3,029 shares; 2024Q4: 5,884 shares; 2025Q1: 6,144 shares; 2025Q2: 5,950 shares; 2025Q3: 6,222 shares; 2025Q4: 6,462 shares 6,462 $1.19M 0.15% +240 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: not reported; 2024Q4: 1,969 shares; 2025Q1: 1,815 shares; 2025Q2: 1,691 shares; 2025Q3: 1,446 shares; 2025Q4: 1,112 shares 1,112 $1.19M 0.15% -334 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: 8,585 shares; 2025Q1: 8,613 shares; 2025Q2: 8,890 shares; 2025Q3: 9,068 shares; 2025Q4: 9,038 shares 9,038 $1.18M 0.15% -30 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,064 shares; 2024Q4: 5,716 shares; 2025Q1: 5,994 shares; 2025Q2: 5,404 shares; 2025Q3: 5,750 shares; 2025Q4: 5,283 shares 5,283 $1.15M 0.15% -467 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: 13,409 shares; 2024Q4: 11,076 shares; 2025Q1: 12,318 shares; 2025Q2: 13,113 shares; 2025Q3: 13,830 shares; 2025Q4: 14,012 shares 14,012 $1.14M 0.15% +182 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: 17,349 shares; 2024Q4: 17,508 shares; 2025Q1: 17,611 shares; 2025Q2: 18,735 shares; 2025Q3: 18,813 shares; 2025Q4: 19,006 shares 19,006 $1.14M 0.15% +193 Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,357 shares; 2024Q4: 44,969 shares; 2025Q1: 43,320 shares; 2025Q2: 40,080 shares; 2025Q3: 26,636 shares; 2025Q4: 23,670 shares 23,670 $1.14M 0.15% -2,966 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,305 shares; 2024Q4: 20,114 shares; 2025Q1: 20,135 shares; 2025Q2: 18,457 shares; 2025Q3: 12,146 shares; 2025Q4: 10,627 shares 10,627 $1.13M 0.15% -1,519 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: 3,008 shares; 2024Q4: 23,554 shares; 2025Q1: 23,915 shares; 2025Q2: 20,870 shares; 2025Q3: 20,388 shares; 2025Q4: 17,795 shares 17,795 $1.13M 0.15% -2,593 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: 39,338 shares; 2024Q4: 39,641 shares; 2025Q1: 39,786 shares; 2025Q2: 41,943 shares; 2025Q3: 41,782 shares; 2025Q4: 41,182 shares 41,182 $1.13M 0.15% -600 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,307 shares; 2024Q4: 34,274 shares; 2025Q1: 33,711 shares; 2025Q2: 31,538 shares; 2025Q3: 30,654 shares; 2025Q4: 23,076 shares 23,076 $1.13M 0.15% -7,578 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: 5,897 shares; 2024Q4: 6,267 shares; 2025Q1: 6,525 shares; 2025Q2: 6,538 shares; 2025Q3: 7,158 shares; 2025Q4: 7,309 shares 7,309 $1.13M 0.15% +151 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: 1,846 shares; 2024Q4: 1,850 shares; 2025Q1: 1,949 shares; 2025Q2: 2,217 shares; 2025Q3: 2,341 shares; 2025Q4: 2,153 shares 2,153 $1.13M 0.15% -188 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,641 shares; 2024Q4: 7,677 shares; 2025Q1: 7,817 shares; 2025Q2: 8,739 shares; 2025Q3: 9,076 shares; 2025Q4: 11,241 shares 11,241 $1.12M 0.15% +2,165 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: 14,169 shares; 2024Q4: 14,884 shares; 2025Q1: 14,527 shares; 2025Q2: 13,666 shares; 2025Q3: 13,587 shares; 2025Q4: 13,880 shares 13,880 $1.11M 0.14% +293 Timeline EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,316 shares; 2024Q4: 15,923 shares; 2025Q1: 18,418 shares; 2025Q2: 17,947 shares; 2025Q3: 13,945 shares; 2025Q4: 10,585 shares 10,585 $1.11M 0.14% -3,360 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,222 shares; 2024Q4: 5,473 shares; 2025Q1: 5,831 shares; 2025Q2: 7,594 shares; 2025Q3: 7,146 shares; 2025Q4: 5,571 shares 5,571 $1.08M 0.14% -1,575 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: 3,735 shares; 2024Q4: 4,702 shares; 2025Q1: 3,710 shares; 2025Q2: 4,116 shares; 2025Q3: 4,338 shares; 2025Q4: 5,173 shares 5,173 $1.08M 0.14% +835 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: 5,284 shares; 2024Q4: 5,475 shares; 2025Q1: 5,335 shares; 2025Q2: 5,308 shares; 2025Q3: 5,494 shares; 2025Q4: 5,485 shares 5,485 $1.07M 0.14% -9 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,961 shares; 2024Q4: 21,488 shares; 2025Q1: 23,602 shares; 2025Q2: 17,746 shares; 2025Q3: 20,213 shares; 2025Q4: 16,678 shares 16,678 $1.07M 0.14% -3,535 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,438 shares; 2024Q4: 5,727 shares; 2025Q1: 5,970 shares; 2025Q2: 7,183 shares; 2025Q3: 7,242 shares; 2025Q4: 7,902 shares 7,902 $1.07M 0.14% +660 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: 71,303 shares; 2024Q4: 13,422 shares; 2025Q1: 18,870 shares; 2025Q2: 21,594 shares; 2025Q3: 24,353 shares; 2025Q4: 28,770 shares 28,770 $1.06M 0.14% +4,417 Timeline SMMU 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: 42,381 shares; 2024Q4: 40,351 shares; 2025Q1: 39,717 shares; 2025Q2: 35,813 shares; 2025Q3: 23,963 shares; 2025Q4: 21,023 shares 21,023 $1.06M 0.14% -2,940 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,554 shares; 2024Q4: 17,276 shares; 2025Q1: 18,052 shares; 2025Q2: 19,175 shares; 2025Q3: 17,786 shares; 2025Q4: 26,140 shares 26,140 $1.05M 0.14% +8,354 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: 2,761 shares; 2024Q4: 2,813 shares; 2025Q1: 2,816 shares; 2025Q2: 3,015 shares; 2025Q3: 3,020 shares; 2025Q4: 2,460 shares 2,460 $1.05M 0.14% -560 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: 4,787 shares; 2024Q4: 4,770 shares; 2025Q1: 4,643 shares; 2025Q2: 4,933 shares; 2025Q3: 4,821 shares; 2025Q4: 4,188 shares 4,188 $1.03M 0.13% -633 Timeline AKAM AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI 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: 15,518 shares; 2025Q3: 15,091 shares; 2025Q4: 11,813 shares 11,813 $1.03M 0.13% -3,278 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: 9,767 shares; 2024Q4: 10,065 shares; 2025Q1: 9,684 shares; 2025Q2: 9,402 shares; 2025Q3: 8,308 shares; 2025Q4: 7,162 shares 7,162 $1.03M 0.13% -1,146 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: 732 shares; 2024Q4: 755 shares; 2025Q1: 756 shares; 2025Q2: 11,527 shares; 2025Q3: 11,670 shares; 2025Q4: 11,219 shares 11,219 $1.02M 0.13% -451 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: 12,648 shares; 2024Q4: 13,300 shares; 2025Q1: 13,658 shares; 2025Q2: 15,797 shares; 2025Q3: 14,814 shares; 2025Q4: 14,448 shares 14,448 $1.01M 0.13% -366 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,008 shares; 2024Q4: 7,556 shares; 2025Q1: 8,712 shares; 2025Q2: 9,551 shares; 2025Q3: 9,043 shares; 2025Q4: 5,730 shares 5,730 $1.01M 0.13% -3,313 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,048 shares; 2024Q4: 6,650 shares; 2025Q1: 7,231 shares; 2025Q2: 8,596 shares; 2025Q3: 8,648 shares; 2025Q4: 8,670 shares 8,670 $1000K 0.13% +22 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: 8,126 shares; 2024Q4: 6,066 shares; 2025Q1: 7,150 shares; 2025Q2: 8,636 shares; 2025Q3: 8,909 shares; 2025Q4: 9,998 shares 9,998 $998K 0.13% +1,089 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: 6,640 shares; 2024Q4: 7,204 shares; 2025Q1: 7,684 shares; 2025Q2: 8,576 shares; 2025Q3: 8,500 shares; 2025Q4: 7,896 shares 7,896 $989K 0.13% -604 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: 12,289 shares; 2024Q4: 12,346 shares; 2025Q1: 12,182 shares; 2025Q2: 12,811 shares; 2025Q3: 12,253 shares; 2025Q4: 9,370 shares 9,370 $959K 0.12% -2,883 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,423 shares; 2024Q4: 2,486 shares; 2025Q1: 2,745 shares; 2025Q2: 2,694 shares; 2025Q3: 11,162 shares; 2025Q4: 14,253 shares 14,253 $957K 0.12% +3,091 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: 4,852 shares; 2024Q4: 4,988 shares; 2025Q1: 5,048 shares; 2025Q2: 5,645 shares; 2025Q3: 5,698 shares; 2025Q4: 5,878 shares 5,878 $941K 0.12% +180 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: 572 shares; 2025Q3: 963 shares; 2025Q4: 1,396 shares 1,396 $941K 0.12% +433 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: 13,901 shares; 2024Q4: 15,759 shares; 2025Q1: 16,078 shares; 2025Q2: 16,886 shares; 2025Q3: 19,802 shares; 2025Q4: 13,668 shares 13,668 $921K 0.12% -6,134 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,446 shares; 2024Q4: 3,597 shares; 2025Q1: 3,971 shares; 2025Q2: 3,743 shares; 2025Q3: 3,802 shares; 2025Q4: 3,974 shares 3,974 $919K 0.12% +172 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: 3,195 shares; 2024Q4: 3,211 shares; 2025Q1: 3,188 shares; 2025Q2: 3,415 shares; 2025Q3: 3,032 shares; 2025Q4: 2,936 shares 2,936 $916K 0.12% -96 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: 6,380 shares; 2024Q4: 6,197 shares; 2025Q1: 5,929 shares; 2025Q2: 5,967 shares; 2025Q3: 6,352 shares; 2025Q4: 6,344 shares 6,344 $914K 0.12% -8 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: 1,387 shares; 2024Q4: 1,368 shares; 2025Q1: 1,442 shares; 2025Q2: 1,782 shares; 2025Q3: 1,791 shares; 2025Q4: 1,954 shares 1,954 $912K 0.12% +163 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: 5,352 shares; 2024Q4: 4,107 shares; 2025Q1: 5,255 shares; 2025Q2: 3,466 shares; 2025Q3: 5,385 shares; 2025Q4: 7,014 shares 7,014 $895K 0.12% +1,629 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,178 shares; 2024Q4: 4,574 shares; 2025Q1: 5,019 shares; 2025Q2: 4,638 shares; 2025Q3: 4,727 shares; 2025Q4: 5,209 shares 5,209 $891K 0.12% +482 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: 2,231 shares; 2024Q4: 2,458 shares; 2025Q1: 2,343 shares; 2025Q2: 2,297 shares; 2025Q3: 2,276 shares; 2025Q4: 2,286 shares 2,286 $890K 0.11% +10 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: 3,944 shares; 2024Q4: 3,905 shares; 2025Q1: 3,886 shares; 2025Q2: 3,989 shares; 2025Q3: 3,993 shares; 2025Q4: 3,894 shares 3,894 $887K 0.11% -99 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,157 shares; 2024Q4: 5,642 shares; 2025Q1: 7,390 shares; 2025Q2: 6,831 shares; 2025Q3: 8,726 shares; 2025Q4: 6,417 shares 6,417 $885K 0.11% -2,309 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: 4,211 shares; 2024Q4: 4,350 shares; 2025Q1: 4,427 shares; 2025Q2: 4,535 shares; 2025Q3: 4,562 shares; 2025Q4: 4,629 shares 4,629 $859K 0.11% +67 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,611 shares; 2024Q4: 6,606 shares; 2025Q1: 6,482 shares; 2025Q2: 6,391 shares; 2025Q3: 6,387 shares; 2025Q4: 6,343 shares 6,343 $847K 0.11% -44 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: 8,435 shares; 2024Q4: 9,125 shares; 2025Q1: 8,856 shares; 2025Q2: 8,699 shares; 2025Q3: 9,196 shares; 2025Q4: 10,265 shares 10,265 $835K 0.11% +1,069 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: 8,685 shares; 2024Q4: 8,691 shares; 2025Q1: 8,700 shares; 2025Q2: 8,773 shares; 2025Q3: 9,117 shares; 2025Q4: 8,736 shares 8,736 $833K 0.11% -381 Timeline KMX CARMAX INC More: the full row for CARMAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,384 shares; 2024Q4: 16,178 shares; 2025Q1: 15,363 shares; 2025Q2: 18,489 shares; 2025Q3: 20,902 shares; 2025Q4: 21,514 shares 21,514 $831K 0.11% +612 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: 1,688 shares; 2024Q4: 1,707 shares; 2025Q1: 2,069 shares; 2025Q2: 2,332 shares; 2025Q3: 2,366 shares; 2025Q4: 2,349 shares 2,349 $830K 0.11% -17 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: 3,270 shares; 2025Q1: 4,133 shares; 2025Q2: 3,946 shares; 2025Q3: 4,250 shares; 2025Q4: 4,836 shares 4,836 $828K 0.11% +586 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: 16,457 shares; 2024Q4: 5,815 shares; 2025Q1: 5,709 shares; 2025Q2: 6,507 shares; 2025Q3: 6,571 shares; 2025Q4: 6,233 shares 6,233 $827K 0.11% -338 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS 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: 5,030 shares; 2025Q2: 4,854 shares; 2025Q3: 6,766 shares; 2025Q4: 7,283 shares 7,283 $824K 0.11% +517 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: 2,742 shares; 2024Q4: 2,718 shares; 2025Q1: 2,784 shares; 2025Q2: 2,862 shares; 2025Q3: 2,887 shares; 2025Q4: 3,127 shares 3,127 $821K 0.11% +240 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: 1,606 shares; 2024Q4: 1,686 shares; 2025Q1: 1,790 shares; 2025Q2: 1,835 shares; 2025Q3: 1,690 shares; 2025Q4: 1,808 shares 1,808 $820K 0.11% +118 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,295 shares; 2024Q4: 4,345 shares; 2025Q1: 5,073 shares; 2025Q2: 6,186 shares; 2025Q3: 6,068 shares; 2025Q4: 6,409 shares 6,409 $817K 0.11% +341 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,293 shares; 2024Q4: 1,368 shares; 2025Q1: 1,362 shares; 2025Q2: 1,473 shares; 2025Q3: 1,505 shares; 2025Q4: 1,599 shares 1,599 $816K 0.11% +94 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: 4,452 shares; 2024Q4: 4,558 shares; 2025Q1: 4,802 shares; 2025Q2: 5,694 shares; 2025Q3: 5,622 shares; 2025Q4: 5,019 shares 5,019 $813K 0.1% -603 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,869 shares; 2024Q4: 2,908 shares; 2025Q1: 2,789 shares; 2025Q2: 2,679 shares; 2025Q3: 2,406 shares; 2025Q4: 3,021 shares 3,021 $811K 0.1% +615 Timeline BAX BAXTER INTL INC More: the full row for BAXTER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,787 shares; 2024Q4: 35,629 shares; 2025Q1: 39,367 shares; 2025Q2: 39,513 shares; 2025Q3: 51,563 shares; 2025Q4: 42,381 shares 42,381 $810K 0.1% -9,182 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,711 shares; 2024Q4: 45,388 shares; 2025Q1: 49,081 shares; 2025Q2: 54,231 shares; 2025Q3: 64,180 shares; 2025Q4: 46,595 shares 46,595 $807K 0.1% -17,585 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: 8,339 shares; 2024Q4: 9,031 shares; 2025Q1: 9,891 shares; 2025Q2: 10,491 shares; 2025Q3: 10,947 shares; 2025Q4: 12,005 shares 12,005 $805K 0.1% +1,058 Timeline BF-B BROWN FORMAN CORP More: the full row for BROWN FORMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 31,428 shares; 2025Q1: 38,848 shares; 2025Q2: 44,845 shares; 2025Q3: 42,875 shares; 2025Q4: 30,692 shares 30,692 $800K 0.1% -12,183 Timeline LEGH LEGACY HOUSING CORP More: the full row for LEGACY HOUSING CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,823 shares; 2024Q4: 44,823 shares; 2025Q1: 43,910 shares; 2025Q2: 41,807 shares; 2025Q3: 40,872 shares; 2025Q4: 40,872 shares 40,872 $798K 0.1% 0 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,627 shares; 2024Q4: 40,141 shares; 2025Q1: 42,990 shares; 2025Q2: 46,883 shares; 2025Q3: 45,181 shares; 2025Q4: 32,879 shares 32,879 $797K 0.1% -12,302 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,251 shares; 2024Q4: 10,304 shares; 2025Q1: 12,472 shares; 2025Q2: 13,166 shares; 2025Q3: 12,058 shares; 2025Q4: 8,735 shares 8,735 $785K 0.1% -3,323 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,003 shares; 2024Q4: 1,016 shares; 2025Q1: 1,038 shares; 2025Q2: 1,454 shares; 2025Q3: 1,464 shares; 2025Q4: 1,655 shares 1,655 $776K 0.1% +191 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: 853 shares; 2024Q4: 873 shares; 2025Q1: 768 shares; 2025Q2: 859 shares; 2025Q3: 884 shares; 2025Q4: 949 shares 949 $768K 0.1% +65 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: not reported; 2024Q4: 10,287 shares; 2025Q1: 11,047 shares; 2025Q2: 10,995 shares; 2025Q3: 12,064 shares; 2025Q4: 8,886 shares 8,886 $767K 0.1% -3,178 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: 3,048 shares; 2024Q4: 3,207 shares; 2025Q1: 3,407 shares; 2025Q2: 3,771 shares; 2025Q3: 3,748 shares; 2025Q4: 2,955 shares 2,955 $760K 0.1% -793 Timeline CPB THE CAMPBELLS COMPANY More: the full row for THE CAMPBELLS COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,096 shares; 2024Q4: 26,079 shares; 2025Q1: 32,283 shares; 2025Q2: 35,419 shares; 2025Q3: 36,906 shares; 2025Q4: 26,909 shares 26,909 $750K 0.1% -9,997 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: 2,503 shares; 2024Q4: 2,569 shares; 2025Q1: 2,504 shares; 2025Q2: 2,521 shares; 2025Q3: 2,575 shares; 2025Q4: 2,549 shares 2,549 $732K 0.09% -26 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: 2,204 shares; 2024Q4: 2,270 shares; 2025Q1: 2,410 shares; 2025Q2: 2,448 shares; 2025Q3: 2,476 shares; 2025Q4: 2,610 shares 2,610 $728K 0.09% +134 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,849 shares; 2024Q4: 8,774 shares; 2025Q1: 8,627 shares; 2025Q2: 8,564 shares; 2025Q3: 8,566 shares; 2025Q4: 8,403 shares 8,403 $725K 0.09% -163 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,327 shares; 2024Q4: 2,326 shares; 2025Q1: 2,289 shares; 2025Q2: 2,228 shares; 2025Q3: 2,214 shares; 2025Q4: 2,214 shares 2,214 $715K 0.09% 0 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: 4,744 shares; 2024Q4: 4,532 shares; 2025Q1: 4,868 shares; 2025Q2: 4,530 shares; 2025Q3: 4,441 shares; 2025Q4: 4,057 shares 4,057 $704K 0.09% -384 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: 13,907 shares; 2024Q4: 14,033 shares; 2025Q1: 14,723 shares; 2025Q2: 12,477 shares; 2025Q3: 13,687 shares; 2025Q4: 14,203 shares 14,203 $699K 0.09% +516 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: 1,048 shares; 2024Q4: 1,115 shares; 2025Q1: 1,171 shares; 2025Q2: 1,749 shares; 2025Q3: 1,813 shares; 2025Q4: 2,354 shares 2,354 $697K 0.09% +541 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: 468 shares; 2024Q4: 478 shares; 2025Q1: 494 shares; 2025Q2: 482 shares; 2025Q3: 469 shares; 2025Q4: 521 shares 521 $693K 0.09% +52 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: 511 shares; 2024Q4: 435 shares; 2025Q1: 521 shares; 2025Q2: 518 shares; 2025Q3: 518 shares; 2025Q4: 569 shares 569 $691K 0.09% +51 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: 3,307 shares; 2024Q4: 3,456 shares; 2025Q1: 3,486 shares; 2025Q2: 3,454 shares; 2025Q3: 3,583 shares; 2025Q4: 3,370 shares 3,370 $684K 0.09% -213 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,485 shares; 2024Q4: 1,498 shares; 2025Q1: 1,580 shares; 2025Q2: 1,797 shares; 2025Q3: 1,823 shares; 2025Q4: 2,357 shares 2,357 $684K 0.09% +534 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: 7,399 shares; 2024Q4: 7,643 shares; 2025Q1: 8,222 shares; 2025Q2: 9,353 shares; 2025Q3: 10,647 shares; 2025Q4: 11,779 shares 11,779 $679K 0.09% +1,132 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: 1,637 shares; 2024Q4: 1,664 shares; 2025Q1: 1,638 shares; 2025Q2: 1,622 shares; 2025Q3: 1,636 shares; 2025Q4: 1,733 shares 1,733 $664K 0.09% +97 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,353 shares; 2024Q4: 16,391 shares; 2025Q1: 16,669 shares; 2025Q2: 15,488 shares; 2025Q3: 15,119 shares; 2025Q4: 16,919 shares 16,919 $662K 0.09% +1,800 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: 2,505 shares; 2024Q4: 2,395 shares; 2025Q1: 2,602 shares; 2025Q2: 3,150 shares; 2025Q3: 3,148 shares; 2025Q4: 2,438 shares 2,438 $661K 0.09% -710 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,687 shares; 2024Q4: 2,738 shares; 2025Q1: 2,801 shares; 2025Q2: 3,088 shares; 2025Q3: 3,105 shares; 2025Q4: 3,208 shares 3,208 $658K 0.08% +103 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: 3,574 shares; 2024Q4: 4,774 shares; 2025Q1: 4,772 shares; 2025Q2: 6,773 shares; 2025Q3: 7,205 shares; 2025Q4: 7,005 shares 7,005 $656K 0.08% -200 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: 1,281 shares; 2024Q4: 1,293 shares; 2025Q1: 1,305 shares; 2025Q2: 1,336 shares; 2025Q3: 1,335 shares; 2025Q4: 1,322 shares 1,322 $648K 0.08% -13 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: 15,887 shares; 2024Q4: 16,086 shares; 2025Q1: 14,657 shares; 2025Q2: 14,882 shares; 2025Q3: 16,046 shares; 2025Q4: 17,661 shares 17,661 $640K 0.08% +1,615 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: 11,177 shares; 2024Q4: 3,539 shares; 2025Q1: 3,535 shares; 2025Q2: 3,232 shares; 2025Q3: 3,245 shares; 2025Q4: 3,443 shares 3,443 $637K 0.08% +198 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: 595 shares; 2024Q4: 638 shares; 2025Q1: 646 shares; 2025Q2: 715 shares; 2025Q3: 732 shares; 2025Q4: 630 shares 630 $636K 0.08% -102 Timeline HEI-A HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,946 shares; 2024Q4: 2,946 shares; 2025Q1: 2,946 shares; 2025Q2: 2,852 shares; 2025Q3: 2,792 shares; 2025Q4: 2,512 shares 2,512 $634K 0.08% -280 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 269 shares; 2024Q4: 239 shares; 2025Q1: 261 shares; 2025Q2: 297 shares; 2025Q3: 316 shares; 2025Q4: 315 shares 315 $633K 0.08% -1 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: 1,682 shares; 2024Q4: 1,665 shares; 2025Q1: 1,673 shares; 2025Q2: 1,746 shares; 2025Q3: 1,757 shares; 2025Q4: 1,801 shares 1,801 $633K 0.08% +44 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: 2,744 shares; 2024Q4: 2,786 shares; 2025Q1: 2,825 shares; 2025Q2: 3,027 shares; 2025Q3: 3,055 shares; 2025Q4: 3,334 shares 3,334 $627K 0.08% +279 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,947 shares; 2025Q3: 2,221 shares; 2025Q4: 5,645 shares 5,645 $622K 0.08% +3,424 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: 793 shares; 2024Q4: 943 shares; 2025Q1: 887 shares; 2025Q2: 895 shares; 2025Q3: 220,898 shares; 2025Q4: 912 shares 912 $622K 0.08% -219,986 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,340 shares; 2025Q2: 4,659 shares; 2025Q3: 5,143 shares; 2025Q4: 11,653 shares 11,653 $616K 0.08% +6,510 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: 831 shares; 2024Q4: 936 shares; 2025Q1: 987 shares; 2025Q2: 1,029 shares; 2025Q3: 1,063 shares; 2025Q4: 1,069 shares 1,069 $609K 0.08% +6 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: 2,026 shares; 2024Q4: 2,193 shares; 2025Q1: 2,490 shares; 2025Q2: 2,417 shares; 2025Q3: 2,454 shares; 2025Q4: 2,454 shares 2,454 $604K 0.08% 0 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: 2,368 shares; 2024Q4: 2,480 shares; 2025Q1: 2,290 shares; 2025Q2: 2,457 shares; 2025Q3: 2,531 shares; 2025Q4: 2,887 shares 2,887 $601K 0.08% +356 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: 5,657 shares; 2024Q4: 5,103 shares; 2025Q1: 5,214 shares; 2025Q2: 5,021 shares; 2025Q3: 5,658 shares; 2025Q4: 4,610 shares 4,610 $595K 0.08% -1,048 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,017 shares; 2024Q4: 2,064 shares; 2025Q1: 2,260 shares; 2025Q2: 2,369 shares; 2025Q3: 2,414 shares; 2025Q4: 2,606 shares 2,606 $590K 0.08% +192 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,555 shares; 2024Q4: 3,973 shares; 2025Q1: 3,981 shares; 2025Q2: 4,696 shares; 2025Q3: 4,988 shares; 2025Q4: 5,023 shares 5,023 $589K 0.08% +35 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: 2,810 shares; 2024Q4: 5,844 shares; 2025Q1: 5,860 shares; 2025Q2: 6,047 shares; 2025Q3: 6,205 shares; 2025Q4: 6,226 shares 6,226 $575K 0.07% +21 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,617 shares; 2024Q4: 2,786 shares; 2025Q1: 2,772 shares; 2025Q2: 3,237 shares; 2025Q3: 3,383 shares; 2025Q4: 3,571 shares 3,571 $574K 0.07% +188 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: 2,319 shares; 2024Q4: 2,246 shares; 2025Q1: 1,619 shares; 2025Q2: 1,325 shares; 2025Q3: 1,570 shares; 2025Q4: 2,475 shares 2,475 $567K 0.07% +905 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 862 shares; 2024Q4: 864 shares; 2025Q1: 839 shares; 2025Q2: 876 shares; 2025Q3: 880 shares; 2025Q4: 902 shares 902 $562K 0.07% +22 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: 2,643 shares; 2024Q4: 2,752 shares; 2025Q1: 2,844 shares; 2025Q2: 3,539 shares; 2025Q3: 3,760 shares; 2025Q4: 4,560 shares 4,560 $546K 0.07% +800 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,843 shares; 2024Q4: 5,266 shares; 2025Q1: 5,041 shares; 2025Q2: 5,002 shares; 2025Q3: 5,706 shares; 2025Q4: 6,524 shares 6,524 $544K 0.07% +818 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: not reported; 2024Q4: not reported; 2025Q1: 444 shares; 2025Q2: 744 shares; 2025Q3: 787 shares; 2025Q4: 1,059 shares 1,059 $541K 0.07% +272 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: 1,004 shares; 2024Q4: 1,127 shares; 2025Q1: 1,146 shares; 2025Q2: 1,432 shares; 2025Q3: 1,885 shares; 2025Q4: 1,640 shares 1,640 $532K 0.07% -245 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,073 shares; 2024Q4: 1,092 shares; 2025Q1: 1,069 shares; 2025Q2: 1,112 shares; 2025Q3: 1,117 shares; 2025Q4: 1,255 shares 1,255 $530K 0.07% +138 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: 8,472 shares; 2024Q4: 8,432 shares; 2025Q1: 8,787 shares; 2025Q2: 8,782 shares; 2025Q3: 8,850 shares; 2025Q4: 8,920 shares 8,920 $523K 0.07% +70 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: 2,017 shares; 2025Q1: 2,323 shares; 2025Q2: 2,462 shares; 2025Q3: 2,524 shares; 2025Q4: 2,646 shares 2,646 $522K 0.07% +122 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,555 shares; 2024Q4: 21,050 shares; 2025Q1: 24,290 shares; 2025Q2: 28,704 shares; 2025Q3: 32,853 shares; 2025Q4: 39,750 shares 39,750 $522K 0.07% +6,897 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: 473 shares; 2024Q4: 452 shares; 2025Q1: 443 shares; 2025Q2: 475 shares; 2025Q3: 492 shares; 2025Q4: 635 shares 635 $521K 0.07% +143 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,757 shares 1,757 $510K 0.07% new Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,833 shares; 2024Q4: 1,824 shares; 2025Q1: 2,004 shares; 2025Q2: 2,061 shares; 2025Q3: 2,088 shares; 2025Q4: 2,241 shares 2,241 $510K 0.07% +153 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: 3,264 shares; 2024Q4: 3,160 shares; 2025Q1: 3,451 shares; 2025Q2: 3,406 shares; 2025Q3: 3,388 shares; 2025Q4: 1,407 shares 1,407 $507K 0.07% -1,981 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: 1,285 shares; 2024Q4: 1,290 shares; 2025Q1: 1,306 shares; 2025Q2: 1,379 shares; 2025Q3: 1,398 shares; 2025Q4: 1,498 shares 1,498 $506K 0.07% +100 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: 7,457 shares; 2024Q4: 7,648 shares; 2025Q1: 6,932 shares; 2025Q2: 6,162 shares; 2025Q3: 6,104 shares; 2025Q4: 6,399 shares 6,399 $505K 0.07% +295 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,035 shares; 2024Q4: 3,303 shares; 2025Q1: 3,538 shares; 2025Q2: 4,086 shares; 2025Q3: 3,797 shares; 2025Q4: 2,777 shares 2,777 $487K 0.06% -1,020 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,735 shares; 2024Q4: 2,799 shares; 2025Q1: 3,123 shares; 2025Q2: 3,172 shares; 2025Q3: 3,053 shares; 2025Q4: 3,005 shares 3,005 $486K 0.06% -48 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: 4,721 shares; 2025Q3: 4,975 shares; 2025Q4: 5,530 shares 5,530 $484K 0.06% +555 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,478 shares; 2024Q4: 5,388 shares; 2025Q1: 5,549 shares; 2025Q2: 5,414 shares; 2025Q3: 5,050 shares; 2025Q4: 3,828 shares 3,828 $482K 0.06% -1,222 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,134 shares; 2024Q4: 3,766 shares; 2025Q1: 4,175 shares; 2025Q2: 10,816 shares; 2025Q3: 11,409 shares; 2025Q4: 11,827 shares 11,827 $475K 0.06% +418 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: 3,211 shares; 2024Q4: 3,210 shares; 2025Q1: 3,166 shares; 2025Q2: 3,094 shares; 2025Q3: 3,080 shares; 2025Q4: 3,052 shares 3,052 $472K 0.06% -28 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,660 shares; 2024Q4: 2,659 shares; 2025Q1: 2,664 shares; 2025Q2: 2,792 shares; 2025Q3: 2,550 shares; 2025Q4: 2,522 shares 2,522 $468K 0.06% -28 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: 6,357 shares; 2024Q4: 5,639 shares; 2025Q1: 5,573 shares; 2025Q2: 5,780 shares; 2025Q3: 5,303 shares; 2025Q4: 5,461 shares 5,461 $467K 0.06% +158 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,327 shares; 2024Q4: 1,410 shares; 2025Q1: 1,487 shares; 2025Q2: 1,616 shares; 2025Q3: 1,627 shares; 2025Q4: 1,700 shares 1,700 $464K 0.06% +73 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,444 shares; 2024Q4: 1,525 shares; 2025Q1: 1,702 shares; 2025Q2: 1,907 shares; 2025Q3: 1,971 shares; 2025Q4: 2,014 shares 2,014 $450K 0.06% +43 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: 1,510 shares; 2024Q4: 1,561 shares; 2025Q1: 1,425 shares; 2025Q2: 1,660 shares; 2025Q3: 1,866 shares; 2025Q4: 1,530 shares 1,530 $449K 0.06% -336 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: 3,007 shares; 2024Q4: 3,066 shares; 2025Q1: 3,043 shares; 2025Q2: 2,928 shares; 2025Q3: 2,937 shares; 2025Q4: 3,467 shares 3,467 $447K 0.06% +530 Timeline IUSV 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: 4,341 shares; 2024Q4: 4,341 shares; 2025Q1: 4,341 shares; 2025Q2: 4,341 shares; 2025Q3: 4,341 shares; 2025Q4: 4,341 shares 4,341 $445K 0.06% 0 Timeline IUSG 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: 2,682 shares; 2024Q4: 2,682 shares; 2025Q1: 2,632 shares; 2025Q2: 2,632 shares; 2025Q3: 2,632 shares; 2025Q4: 2,632 shares 2,632 $442K 0.06% 0 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,227 shares; 2025Q1: 4,386 shares; 2025Q2: 5,085 shares; 2025Q3: 5,246 shares; 2025Q4: 5,678 shares 5,678 $435K 0.06% +432 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,212 shares; 2024Q4: 1,213 shares; 2025Q1: 1,195 shares; 2025Q2: 1,206 shares; 2025Q3: 1,297 shares; 2025Q4: 1,397 shares 1,397 $433K 0.06% +100 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: 2,810 shares; 2024Q4: 3,149 shares; 2025Q1: 3,258 shares; 2025Q2: 3,108 shares; 2025Q3: 3,054 shares; 2025Q4: 2,999 shares 2,999 $430K 0.06% -55 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,284 shares; 2024Q4: 2,152 shares; 2025Q1: 1,899 shares; 2025Q2: 2,406 shares; 2025Q3: 2,068 shares; 2025Q4: 2,384 shares 2,384 $429K 0.06% +316 Timeline PKE PARK AEROSPACE CORP More: the full row for PARK AEROSPACE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,302 shares; 2024Q4: 28,695 shares; 2025Q1: 28,695 shares; 2025Q2: 27,895 shares; 2025Q3: 20,318 shares; 2025Q4: 19,947 shares 19,947 $426K 0.05% -371 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,015 shares; 2024Q4: 3,097 shares; 2025Q1: 3,526 shares; 2025Q2: 3,429 shares; 2025Q3: 3,643 shares; 2025Q4: 3,873 shares 3,873 $424K 0.05% +230 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 550 shares; 2024Q4: 575 shares; 2025Q1: 547 shares; 2025Q2: 546 shares; 2025Q3: 522 shares; 2025Q4: 551 shares 551 $422K 0.05% +29 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: 625 shares; 2024Q4: not reported; 2025Q1: 344 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 537 shares 537 $414K 0.05% new Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,584 shares; 2024Q4: 5,449 shares; 2025Q1: 5,399 shares; 2025Q2: 5,217 shares; 2025Q3: 4,834 shares; 2025Q4: 4,689 shares 4,689 $414K 0.05% -145 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,390 shares; 2025Q2: 1,338 shares; 2025Q3: 1,566 shares; 2025Q4: 1,849 shares 1,849 $406K 0.05% +283 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,149 shares; 2024Q4: 3,149 shares; 2025Q1: 2,974 shares; 2025Q2: 2,242 shares; 2025Q3: 2,237 shares; 2025Q4: 2,218 shares 2,218 $402K 0.05% -19 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: 8,568 shares; 2024Q4: 8,730 shares; 2025Q1: 8,600 shares; 2025Q2: 8,399 shares; 2025Q3: 8,666 shares; 2025Q4: 8,577 shares 8,577 $401K 0.05% -89 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,284 shares; 2025Q1: not reported; 2025Q2: 1,316 shares; 2025Q3: 1,664 shares; 2025Q4: 1,720 shares 1,720 $389K 0.05% +56 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,604 shares; 2025Q3: 3,812 shares; 2025Q4: 4,044 shares 4,044 $388K 0.05% +232 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: 3,458 shares; 2024Q4: 3,469 shares; 2025Q1: 3,383 shares; 2025Q2: 3,687 shares; 2025Q3: 4,149 shares; 2025Q4: 4,403 shares 4,403 $384K 0.05% +254 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,923 shares; 2024Q4: 2,909 shares; 2025Q1: 2,968 shares; 2025Q2: 2,777 shares; 2025Q3: 2,812 shares; 2025Q4: 2,797 shares 2,797 $381K 0.05% -15 Timeline MINO 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: 15,494 shares; 2024Q4: 15,388 shares; 2025Q1: 15,619 shares; 2025Q2: 14,667 shares; 2025Q3: 9,601 shares; 2025Q4: 8,386 shares 8,386 $380K 0.05% -1,215 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,197 shares; 2024Q4: 4,284 shares; 2025Q1: 3,748 shares; 2025Q2: 3,632 shares; 2025Q3: 3,746 shares; 2025Q4: 3,690 shares 3,690 $379K 0.05% -56 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,669 shares; 2025Q2: 1,697 shares; 2025Q3: 1,697 shares; 2025Q4: 1,826 shares 1,826 $375K 0.05% +129 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,826 shares; 2024Q4: 1,857 shares; 2025Q1: 1,909 shares; 2025Q2: 1,923 shares; 2025Q3: 1,907 shares; 2025Q4: 1,858 shares 1,858 $374K 0.05% -49 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,130 shares; 2024Q4: 1,191 shares; 2025Q1: 2,010 shares; 2025Q2: 2,268 shares; 2025Q3: 2,282 shares; 2025Q4: 1,925 shares 1,925 $374K 0.05% -357 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: 4,294 shares; 2024Q4: 4,854 shares; 2025Q1: 5,923 shares; 2025Q2: 5,293 shares; 2025Q3: 5,473 shares; 2025Q4: 4,440 shares 4,440 $374K 0.05% -1,033 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: 9,565 shares; 2024Q4: 8,653 shares; 2025Q1: 7,573 shares; 2025Q2: 5,389 shares; 2025Q3: 5,528 shares; 2025Q4: 7,323 shares 7,323 $372K 0.05% +1,795 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,902 shares; 2024Q4: 3,927 shares; 2025Q1: 4,271 shares; 2025Q2: 4,304 shares; 2025Q3: 4,322 shares; 2025Q4: 4,265 shares 4,265 $371K 0.05% -57 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,259 shares; 2024Q4: 5,422 shares; 2025Q1: 6,580 shares; 2025Q2: 5,835 shares; 2025Q3: 6,125 shares; 2025Q4: 6,567 shares 6,567 $370K 0.05% +442 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: 3,774 shares; 2024Q4: 3,779 shares; 2025Q1: 3,774 shares; 2025Q2: 3,198 shares; 2025Q3: 3,073 shares; 2025Q4: 3,266 shares 3,266 $369K 0.05% +193 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,934 shares; 2024Q4: 1,947 shares; 2025Q1: 2,012 shares; 2025Q2: 2,191 shares; 2025Q3: 2,262 shares; 2025Q4: 2,669 shares 2,669 $368K 0.05% +407 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: 5,202 shares; 2024Q4: 5,212 shares; 2025Q1: 5,505 shares; 2025Q2: 5,902 shares; 2025Q3: 5,954 shares; 2025Q4: 1,095 shares 1,095 $367K 0.05% -4,859 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: 803 shares; 2024Q4: 806 shares; 2025Q1: not reported; 2025Q2: 1,053 shares; 2025Q3: 1,146 shares; 2025Q4: 1,265 shares 1,265 $365K 0.05% +119 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: 8,719 shares; 2024Q4: 10,231 shares; 2025Q1: 9,705 shares; 2025Q2: 6,980 shares; 2025Q3: 7,552 shares; 2025Q4: 9,425 shares 9,425 $362K 0.05% +1,873 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,335 shares; 2025Q1: 1,335 shares; 2025Q2: 5,340 shares; 2025Q3: 5,590 shares; 2025Q4: 5,590 shares 5,590 $359K 0.05% 0 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,197 shares; 2025Q3: 2,268 shares; 2025Q4: 2,446 shares 2,446 $354K 0.05% +178 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: 2,908 shares; 2024Q4: 3,240 shares; 2025Q1: 2,931 shares; 2025Q2: 3,241 shares; 2025Q3: 2,677 shares; 2025Q4: 4,468 shares 4,468 $353K 0.05% +1,791 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: 7,661 shares; 2024Q4: 8,548 shares; 2025Q1: 7,408 shares; 2025Q2: 6,233 shares; 2025Q3: 7,014 shares; 2025Q4: 6,022 shares 6,022 $352K 0.05% -992 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,925 shares; 2024Q4: 6,081 shares; 2025Q1: 5,535 shares; 2025Q2: 6,306 shares; 2025Q3: 5,244 shares; 2025Q4: 4,782 shares 4,782 $351K 0.05% -462 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 806 shares; 2024Q4: 829 shares; 2025Q1: not reported; 2025Q2: 1,035 shares; 2025Q3: 1,092 shares; 2025Q4: 1,230 shares 1,230 $351K 0.05% +138 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,903 shares; 2024Q4: 6,411 shares; 2025Q1: 4,866 shares; 2025Q2: 4,548 shares; 2025Q3: 6,476 shares; 2025Q4: 5,347 shares 5,347 $348K 0.04% -1,129 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,782 shares 2,782 $347K 0.04% 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: 1,556 shares; 2024Q4: 1,570 shares; 2025Q1: 1,568 shares; 2025Q2: 1,623 shares; 2025Q3: 1,619 shares; 2025Q4: 1,623 shares 1,623 $346K 0.04% +4 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 530 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 397 shares; 2025Q3: 440 shares; 2025Q4: 512 shares 512 $346K 0.04% +72 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: 934 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,501 shares 1,501 $338K 0.04% new 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: 4,132 shares; 2024Q4: 4,522 shares; 2025Q1: 4,698 shares; 2025Q2: 4,807 shares; 2025Q3: 5,674 shares; 2025Q4: 4,578 shares 4,578 $337K 0.04% -1,096 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: not reported; 2024Q4: not reported; 2025Q1: 1,006 shares; 2025Q2: 1,201 shares; 2025Q3: 1,198 shares; 2025Q4: 1,312 shares 1,312 $336K 0.04% +114 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,296 shares 1,296 $334K 0.04% new Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,108 shares; 2024Q4: 1,136 shares; 2025Q1: 1,144 shares; 2025Q2: 1,305 shares; 2025Q3: 1,476 shares; 2025Q4: 1,379 shares 1,379 $332K 0.04% -97 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: not reported; 2024Q4: not reported; 2025Q1: 970 shares; 2025Q2: 901 shares; 2025Q3: 1,061 shares; 2025Q4: 1,138 shares 1,138 $329K 0.04% +77 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,599 shares; 2025Q3: 1,854 shares; 2025Q4: 1,970 shares 1,970 $321K 0.04% +116 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: 1,707 shares; 2024Q4: 1,744 shares; 2025Q1: 1,723 shares; 2025Q2: 1,939 shares; 2025Q3: 1,923 shares; 2025Q4: 1,730 shares 1,730 $319K 0.04% -193 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: 4,274 shares; 2024Q4: 3,807 shares; 2025Q1: 3,815 shares; 2025Q2: 4,210 shares; 2025Q3: 4,194 shares; 2025Q4: 3,718 shares 3,718 $317K 0.04% -476 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: not reported; 2025Q2: not reported; 2025Q3: 58 shares; 2025Q4: 93 shares 93 $316K 0.04% +35 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,830 shares; 2024Q4: 3,997 shares; 2025Q1: 4,795 shares; 2025Q2: 5,260 shares; 2025Q3: 5,085 shares; 2025Q4: 4,998 shares 4,998 $312K 0.04% -87 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,027 shares; 2024Q4: 10,324 shares; 2025Q1: 9,364 shares; 2025Q2: 6,909 shares; 2025Q3: 6,909 shares; 2025Q4: 6,960 shares 6,960 $309K 0.04% +51 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: 2,673 shares; 2025Q4: 3,180 shares 3,180 $309K 0.04% +507 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: 1,904 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,664 shares; 2025Q3: 1,743 shares; 2025Q4: 1,857 shares 1,857 $302K 0.04% +114 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,181 shares; 2024Q4: 1,221 shares; 2025Q1: 1,236 shares; 2025Q2: 1,265 shares; 2025Q3: 1,161 shares; 2025Q4: 1,157 shares 1,157 $300K 0.04% -4 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: 1,658 shares; 2024Q4: 2,200 shares; 2025Q1: 1,961 shares; 2025Q2: 1,736 shares; 2025Q3: 1,446 shares; 2025Q4: 1,089 shares 1,089 $300K 0.04% -357 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,909 shares; 2025Q1: 6,315 shares; 2025Q2: 5,936 shares; 2025Q3: 6,022 shares; 2025Q4: 6,561 shares 6,561 $299K 0.04% +539 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: 1,392 shares; 2024Q4: 730 shares; 2025Q1: 876 shares; 2025Q2: 748 shares; 2025Q3: 660 shares; 2025Q4: 849 shares 849 $298K 0.04% +189 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 897 shares; 2025Q3: 923 shares; 2025Q4: 950 shares 950 $297K 0.04% +27 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: not reported; 2025Q3: 864 shares; 2025Q4: 1,072 shares 1,072 $295K 0.04% +208 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX 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: 3,410 shares; 2025Q3: 3,904 shares; 2025Q4: 3,588 shares 3,588 $291K 0.04% -316 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,148 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 920 shares; 2025Q3: 1,026 shares; 2025Q4: 1,338 shares 1,338 $290K 0.04% +312 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,841 shares 3,841 $290K 0.04% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 743 shares 743 $289K 0.04% new Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,000 shares; 2024Q4: 14,000 shares; 2025Q1: 14,000 shares; 2025Q2: 14,000 shares; 2025Q3: 23,242 shares; 2025Q4: 23,242 shares 23,242 $289K 0.04% 0 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,469 shares; 2024Q4: 1,469 shares; 2025Q1: 1,575 shares; 2025Q2: 1,750 shares; 2025Q3: 1,704 shares; 2025Q4: 1,716 shares 1,716 $288K 0.04% +12 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,303 shares; 2024Q4: 3,070 shares; 2025Q1: 3,467 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,433 shares 3,433 $285K 0.04% new Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,851 shares; 2024Q4: 3,237 shares; 2025Q1: 3,335 shares; 2025Q2: 3,469 shares; 2025Q3: 3,493 shares; 2025Q4: 2,678 shares 2,678 $282K 0.04% -815 Timeline SHYM BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,066 shares; 2024Q4: 28,919 shares; 2025Q1: 31,185 shares; 2025Q2: 29,095 shares; 2025Q3: 19,182 shares; 2025Q4: 12,615 shares 12,615 $280K 0.04% -6,567 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: 1,013 shares; 2024Q4: 1,018 shares; 2025Q1: 1,071 shares; 2025Q2: 1,214 shares; 2025Q3: 1,165 shares; 2025Q4: 1,263 shares 1,263 $278K 0.04% +98 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,464 shares 10,464 $274K 0.04% new 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: 374 shares; 2025Q3: 388 shares; 2025Q4: 476 shares 476 $273K 0.04% +88 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: 3,950 shares; 2024Q4: 3,993 shares; 2025Q1: 3,930 shares; 2025Q2: 3,944 shares; 2025Q3: 3,960 shares; 2025Q4: 442 shares 442 $271K 0.04% -3,518 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,347 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,193 shares 3,193 $271K 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: 1,455 shares; 2024Q4: 1,458 shares; 2025Q1: 1,538 shares; 2025Q2: 1,490 shares; 2025Q3: 1,432 shares; 2025Q4: 1,387 shares 1,387 $271K 0.03% -45 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,474 shares; 2024Q4: 3,425 shares; 2025Q1: 3,477 shares; 2025Q2: 3,475 shares; 2025Q3: 2,943 shares; 2025Q4: 2,431 shares 2,431 $268K 0.03% -512 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,795 shares; 2025Q1: 3,057 shares; 2025Q2: 3,064 shares; 2025Q3: 3,428 shares; 2025Q4: 3,620 shares 3,620 $267K 0.03% +192 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: 3,428 shares; 2024Q4: not reported; 2025Q1: 3,570 shares; 2025Q2: 3,545 shares; 2025Q3: 3,154 shares; 2025Q4: 3,421 shares 3,421 $265K 0.03% +267 Timeline CVNA CARVANA CO More: the full row for CARVANA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 642 shares; 2025Q4: 625 shares 625 $264K 0.03% -17 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,429 shares 1,429 $264K 0.03% new Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,424 shares; 2024Q4: 4,525 shares; 2025Q1: 2,934 shares; 2025Q2: not reported; 2025Q3: 2,491 shares; 2025Q4: 2,986 shares 2,986 $264K 0.03% +495 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,846 shares; 2024Q4: 11,087 shares; 2025Q1: 12,356 shares; 2025Q2: 12,385 shares; 2025Q3: 12,668 shares; 2025Q4: 9,371 shares 9,371 $264K 0.03% -3,297 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 911 shares; 2025Q4: 1,183 shares 1,183 $263K 0.03% +272 Timeline ROIV ROIVANT SCIENCES LTD More: the full row for ROIVANT SCIENCES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,000 shares; 2024Q4: 12,000 shares; 2025Q1: 12,000 shares; 2025Q2: 12,000 shares; 2025Q3: 12,000 shares; 2025Q4: 12,000 shares 12,000 $260K 0.03% 0 Timeline CLMT CALUMET INC More: the full row for CALUMET 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: 11,533 shares; 2025Q2: 12,853 shares; 2025Q3: 12,853 shares; 2025Q4: 12,853 shares 12,853 $255K 0.03% 0 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: 3,562 shares; 2024Q4: 3,168 shares; 2025Q1: 3,525 shares; 2025Q2: 2,442 shares; 2025Q3: 2,912 shares; 2025Q4: 2,577 shares 2,577 $252K 0.03% -335 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: 3,524 shares; 2024Q4: 3,625 shares; 2025Q1: 4,144 shares; 2025Q2: 4,383 shares; 2025Q3: 3,906 shares; 2025Q4: 2,245 shares 2,245 $252K 0.03% -1,661 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: 3,492 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,604 shares 3,604 $250K 0.03% 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: 2,675 shares; 2025Q4: 2,641 shares 2,641 $249K 0.03% -34 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: not reported; 2025Q3: 3,259 shares; 2025Q4: 3,259 shares 3,259 $247K 0.03% 0 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 373 shares; 2025Q1: 438 shares; 2025Q2: 415 shares; 2025Q3: 451 shares; 2025Q4: 435 shares 435 $247K 0.03% -16 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,420 shares; 2024Q4: 2,517 shares; 2025Q1: 1,790 shares; 2025Q2: 1,792 shares; 2025Q3: 1,796 shares; 2025Q4: 1,769 shares 1,769 $246K 0.03% -27 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: 1,982 shares; 2024Q4: 1,972 shares; 2025Q1: not reported; 2025Q2: 1,926 shares; 2025Q3: 1,893 shares; 2025Q4: 1,889 shares 1,889 $246K 0.03% -4 Timeline AMLX AMYLYX PHARMACEUTICALS INC More: the full row for AMYLYX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,265 shares; 2024Q4: not reported; 2025Q1: 20,265 shares; 2025Q2: 20,265 shares; 2025Q3: 20,265 shares; 2025Q4: 20,265 shares 20,265 $245K 0.03% 0 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,259 shares; 2024Q4: 1,271 shares; 2025Q1: 1,338 shares; 2025Q2: 1,116 shares; 2025Q3: 1,156 shares; 2025Q4: 1,106 shares 1,106 $238K 0.03% -50 Timeline ALNY ALNYLAM PHARMACEUTICALS INC More: the full row for ALNYLAM PHARMACEUTICALS 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: 504 shares; 2025Q4: 596 shares 596 $237K 0.03% +92 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,825 shares; 2025Q2: 4,639 shares; 2025Q3: 5,589 shares; 2025Q4: 5,036 shares 5,036 $237K 0.03% -553 Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,446 shares; 2024Q4: not reported; 2025Q1: 1,646 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,808 shares 1,808 $235K 0.03% new Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,495 shares 3,495 $235K 0.03% new Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,074 shares; 2025Q3: 1,157 shares; 2025Q4: 1,157 shares 1,157 $235K 0.03% 0 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 590 shares; 2024Q4: 587 shares; 2025Q1: 585 shares; 2025Q2: 585 shares; 2025Q3: 578 shares; 2025Q4: 633 shares 633 $234K 0.03% +55 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: 2,477 shares; 2024Q4: 2,572 shares; 2025Q1: 2,269 shares; 2025Q2: not reported; 2025Q3: 1,890 shares; 2025Q4: 1,993 shares 1,993 $234K 0.03% +103 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,738 shares; 2024Q4: 2,844 shares; 2025Q1: 2,790 shares; 2025Q2: 2,887 shares; 2025Q3: 2,858 shares; 2025Q4: 2,814 shares 2,814 $233K 0.03% -44 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,468 shares; 2025Q3: 1,461 shares; 2025Q4: 1,465 shares 1,465 $233K 0.03% +4 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 917 shares; 2024Q4: 4,645 shares; 2025Q1: 4,574 shares; 2025Q2: 4,583 shares; 2025Q3: 5,314 shares; 2025Q4: 4,640 shares 4,640 $232K 0.03% -674 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: 2,214 shares; 2024Q4: 2,032 shares; 2025Q1: not reported; 2025Q2: 1,950 shares; 2025Q3: 1,879 shares; 2025Q4: 1,879 shares 1,879 $232K 0.03% 0 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: 2,736 shares; 2025Q1: 3,238 shares; 2025Q2: 3,096 shares; 2025Q3: 2,905 shares; 2025Q4: 2,910 shares 2,910 $231K 0.03% +5 Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO 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: 165 shares 165 $230K 0.03% new Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,503 shares; 2025Q2: 4,867 shares; 2025Q3: 5,069 shares; 2025Q4: 5,263 shares 5,263 $229K 0.03% +194 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,114 shares 1,114 $228K 0.03% new 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: 6,034 shares; 2024Q4: 6,023 shares; 2025Q1: 6,343 shares; 2025Q2: 7,667 shares; 2025Q3: 5,485 shares; 2025Q4: 6,135 shares 6,135 $227K 0.03% +650 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,444 shares 1,444 $226K 0.03% new Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,933 shares; 2025Q4: 3,932 shares 3,932 $226K 0.03% -1 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,291 shares; 2025Q2: 1,613 shares; 2025Q3: 1,661 shares; 2025Q4: 1,208 shares 1,208 $222K 0.03% -453 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: 4,815 shares; 2024Q4: 4,107 shares; 2025Q1: 4,036 shares; 2025Q2: 4,093 shares; 2025Q3: 4,120 shares; 2025Q4: 4,047 shares 4,047 $218K 0.03% -73 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,171 shares; 2024Q4: 2,276 shares; 2025Q1: 1,957 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,589 shares 1,589 $216K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,018 shares 1,018 $216K 0.03% new Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,903 shares; 2024Q4: 2,655 shares; 2025Q1: 2,349 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,139 shares 2,139 $212K 0.03% new 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: 2,631 shares; 2024Q4: 2,579 shares; 2025Q1: 2,981 shares; 2025Q2: 3,036 shares; 2025Q3: 2,883 shares; 2025Q4: 2,418 shares 2,418 $211K 0.03% -465 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,488 shares; 2024Q4: 2,869 shares; 2025Q1: 3,266 shares; 2025Q2: 4,147 shares; 2025Q3: 3,756 shares; 2025Q4: 2,358 shares 2,358 $210K 0.03% -1,398 Timeline PAVE 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: 10,397 shares; 2024Q4: 10,981 shares; 2025Q1: 10,838 shares; 2025Q2: 10,379 shares; 2025Q3: 10,412 shares; 2025Q4: 4,351 shares 4,351 $208K 0.03% -6,061 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: 2,108 shares; 2024Q4: 2,108 shares; 2025Q1: not reported; 2025Q2: 2,108 shares; 2025Q3: 1,694 shares; 2025Q4: 1,694 shares 1,694 $206K 0.03% 0 Timeline FLJP FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,967 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,919 shares; 2025Q4: 5,905 shares 5,905 $203K 0.03% -14 Timeline ABUS ARBUTUS BIOPHARMA CORP More: the full row for ARBUTUS BIOPHARMA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,000 shares; 2024Q4: 40,000 shares; 2025Q1: 40,000 shares; 2025Q2: 40,000 shares; 2025Q3: 40,000 shares; 2025Q4: 40,000 shares 40,000 $192K 0.02% 0 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,675 shares; 2025Q1: 11,675 shares; 2025Q2: 11,675 shares; 2025Q3: 11,675 shares; 2025Q4: 11,004 shares 11,004 $175K 0.02% -671 Timeline VLY VALLEY NATL BANCORP More: the full row for VALLEY NATL 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: 10,669 shares 10,669 $125K 0.02% new Timeline AVXL ANAVEX LIFE SCIENCES CORP More: the full row for ANAVEX LIFE SCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,500 shares; 2024Q4: 12,500 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares 10,000 $35.6K <0.01% 0 Timeline