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: 262,761 shares; 2024Q4: 269,058 shares; 2025Q1: 274,448 shares; 2025Q2: 283,962 shares; 2025Q3: 293,869 shares; 2025Q4: 292,640 shares 292,640 $62.1M 9.94% -1,229 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: 503,893 shares; 2024Q4: 499,710 shares; 2025Q1: 501,058 shares; 2025Q2: 506,561 shares; 2025Q3: 501,264 shares; 2025Q4: 486,359 shares 486,359 $59.9M 9.6% -14,905 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 381,459 shares; 2024Q4: 427,201 shares; 2025Q1: 445,157 shares; 2025Q2: 444,717 shares; 2025Q3: 451,430 shares; 2025Q4: 453,369 shares 453,369 $40.6M 6.5% +1,939 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 201,809 shares; 2024Q4: 174,823 shares; 2025Q1: 173,559 shares; 2025Q2: 172,767 shares; 2025Q3: 175,558 shares; 2025Q4: 173,140 shares 173,140 $19.7M 3.15% -2,418 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 219,675 shares; 2024Q4: 226,479 shares; 2025Q1: 226,285 shares; 2025Q2: 238,341 shares; 2025Q3: 256,570 shares; 2025Q4: 278,079 shares 278,079 $15.8M 2.53% +21,509 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,824 shares; 2024Q4: 99,691 shares; 2025Q1: 102,808 shares; 2025Q2: 106,082 shares; 2025Q3: 109,088 shares; 2025Q4: 110,007 shares 110,007 $15.5M 2.49% +919 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 129,600 shares; 2024Q4: 127,865 shares; 2025Q1: 126,186 shares; 2025Q2: 130,127 shares; 2025Q3: 133,845 shares; 2025Q4: 144,776 shares 144,776 $15.4M 2.47% +10,931 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: 287,716 shares; 2024Q4: 307,861 shares; 2025Q1: 307,793 shares; 2025Q2: 313,038 shares; 2025Q3: 321,843 shares; 2025Q4: 331,650 shares 331,650 $14.7M 2.36% +9,807 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 153,238 shares; 2024Q4: 167,454 shares; 2025Q1: 167,866 shares; 2025Q2: 165,981 shares; 2025Q3: 173,335 shares; 2025Q4: 178,197 shares 178,197 $14.4M 2.3% +4,862 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 178,629 shares; 2024Q4: 178,309 shares; 2025Q1: 181,157 shares; 2025Q2: 182,872 shares; 2025Q3: 183,853 shares; 2025Q4: 181,946 shares 181,946 $12.2M 1.96% -1,907 Timeline IBDU 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: 273,459 shares; 2024Q4: 366,835 shares; 2025Q1: 392,309 shares; 2025Q2: 407,135 shares; 2025Q3: 423,003 shares; 2025Q4: 452,594 shares 452,594 $10.6M 1.7% +29,591 Timeline IBDT 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: 281,362 shares; 2024Q4: 350,854 shares; 2025Q1: 365,515 shares; 2025Q2: 379,589 shares; 2025Q3: 393,310 shares; 2025Q4: 412,676 shares 412,676 $10.5M 1.68% +19,366 Timeline IBDV 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: 291,446 shares; 2024Q4: 377,176 shares; 2025Q1: 403,083 shares; 2025Q2: 424,368 shares; 2025Q3: 445,858 shares; 2025Q4: 465,937 shares 465,937 $10.3M 1.65% +20,079 Timeline IBDW 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: 122,751 shares; 2024Q4: 180,843 shares; 2025Q1: 293,167 shares; 2025Q2: 369,980 shares; 2025Q3: 425,810 shares; 2025Q4: 476,552 shares 476,552 $10.1M 1.61% +50,742 Timeline IBTK 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: 306,881 shares; 2024Q4: 390,458 shares; 2025Q1: 416,258 shares; 2025Q2: 435,300 shares; 2025Q3: 540,826 shares; 2025Q4: 486,938 shares 486,938 $9.66M 1.55% -53,888 Timeline IBTJ 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: 277,254 shares; 2024Q4: 352,353 shares; 2025Q1: 375,835 shares; 2025Q2: 393,741 shares; 2025Q3: 411,393 shares; 2025Q4: 437,386 shares 437,386 $9.6M 1.54% +25,993 Timeline IBTI 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: 272,061 shares; 2024Q4: 344,974 shares; 2025Q1: 366,861 shares; 2025Q2: 384,268 shares; 2025Q3: 477,285 shares; 2025Q4: 421,498 shares 421,498 $9.43M 1.51% -55,787 Timeline IBTL 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: 122,166 shares; 2024Q4: 183,855 shares; 2025Q1: 284,542 shares; 2025Q2: 355,015 shares; 2025Q3: 407,003 shares; 2025Q4: 451,864 shares 451,864 $9.27M 1.49% +44,861 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,521 shares; 2024Q4: 92,154 shares; 2025Q1: 90,418 shares; 2025Q2: 91,479 shares; 2025Q3: 94,680 shares; 2025Q4: 95,865 shares 95,865 $9.23M 1.48% +1,185 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: 20,165 shares; 2024Q4: 20,743 shares; 2025Q1: 20,530 shares; 2025Q2: 19,994 shares; 2025Q3: 19,210 shares; 2025Q4: 18,841 shares 18,841 $9.11M 1.46% -369 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 192,735 shares; 2024Q4: 152,937 shares; 2025Q1: 138,663 shares; 2025Q2: 130,922 shares; 2025Q3: 132,836 shares; 2025Q4: 136,615 shares 136,615 $6.95M 1.11% +3,779 Timeline IBDS 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: 284,601 shares; 2024Q4: 333,480 shares; 2025Q1: 280,964 shares; 2025Q2: 231,701 shares; 2025Q3: 215,258 shares; 2025Q4: 234,269 shares 234,269 $5.69M 0.91% +19,011 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: 36,144 shares; 2025Q1: 37,519 shares; 2025Q2: 37,369 shares; 2025Q3: 35,289 shares; 2025Q4: 32,431 shares 32,431 $5.55M 0.89% -2,858 Timeline SPEM 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: 129,860 shares; 2024Q4: 123,711 shares; 2025Q1: 116,491 shares; 2025Q2: 117,079 shares; 2025Q3: 115,696 shares; 2025Q4: 118,286 shares 118,286 $5.54M 0.89% +2,590 Timeline IBTH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 269,228 shares; 2024Q4: 318,771 shares; 2025Q1: 275,553 shares; 2025Q2: 234,722 shares; 2025Q3: 219,174 shares; 2025Q4: 240,754 shares 240,754 $5.41M 0.87% +21,580 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,740 shares; 2024Q4: 52,950 shares; 2025Q1: 50,997 shares; 2025Q2: 53,633 shares; 2025Q3: 54,525 shares; 2025Q4: 56,814 shares 56,814 $5.17M 0.83% +2,289 Timeline IBDR 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: 137,809 shares; 2024Q4: 147,046 shares; 2025Q1: 151,460 shares; 2025Q2: 156,274 shares; 2025Q3: 161,661 shares; 2025Q4: 207,223 shares 207,223 $5.02M 0.8% +45,562 Timeline IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 129,470 shares; 2024Q4: 147,388 shares; 2025Q1: 153,312 shares; 2025Q2: 160,455 shares; 2025Q3: 166,306 shares; 2025Q4: 209,102 shares 209,102 $4.78M 0.77% +42,796 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: 19,247 shares; 2024Q4: 18,154 shares; 2025Q1: 17,997 shares; 2025Q2: 16,790 shares; 2025Q3: 14,801 shares; 2025Q4: 12,995 shares 12,995 $4.5M 0.72% -1,806 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,389 shares; 2024Q4: 38,772 shares; 2025Q1: 39,126 shares; 2025Q2: 40,890 shares; 2025Q3: 42,687 shares; 2025Q4: 45,797 shares 45,797 $4.31M 0.69% +3,110 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,770 shares; 2024Q4: 9,418 shares; 2025Q1: 9,301 shares; 2025Q2: 9,210 shares; 2025Q3: 9,097 shares; 2025Q4: 8,714 shares 8,714 $4.25M 0.68% -383 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: 47,522 shares; 2024Q4: 51,486 shares; 2025Q1: 51,770 shares; 2025Q2: 50,801 shares; 2025Q3: 50,081 shares; 2025Q4: 49,415 shares 49,415 $4.08M 0.65% -666 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,359 shares; 2024Q4: 13,204 shares; 2025Q1: 13,153 shares; 2025Q2: 13,332 shares; 2025Q3: 13,314 shares; 2025Q4: 13,121 shares 13,121 $3.96M 0.63% -193 Timeline IBDZ 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: 120,838 shares; 2025Q1: 129,151 shares; 2025Q2: 141,238 shares; 2025Q3: 142,041 shares; 2025Q4: 143,370 shares 143,370 $3.78M 0.61% +1,329 Timeline IBDX 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: 101,318 shares; 2024Q4: 123,427 shares; 2025Q1: 130,997 shares; 2025Q2: 142,263 shares; 2025Q3: 145,198 shares; 2025Q4: 143,681 shares 143,681 $3.67M 0.59% -1,517 Timeline IBDY 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: 98,723 shares; 2024Q4: 120,296 shares; 2025Q1: 127,563 shares; 2025Q2: 140,036 shares; 2025Q3: 141,069 shares; 2025Q4: 140,020 shares 140,020 $3.66M 0.59% -1,049 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: 4,943 shares; 2024Q4: 4,570 shares; 2025Q1: 4,502 shares; 2025Q2: 4,544 shares; 2025Q3: 4,345 shares; 2025Q4: 4,026 shares 4,026 $3.54M 0.57% -319 Timeline IBTM 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: 108,982 shares; 2024Q4: 134,444 shares; 2025Q1: 146,262 shares; 2025Q2: 155,278 shares; 2025Q3: 156,108 shares; 2025Q4: 151,891 shares 151,891 $3.5M 0.56% -4,217 Timeline IBTO 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: 101,614 shares; 2024Q4: 125,460 shares; 2025Q1: 136,792 shares; 2025Q2: 145,627 shares; 2025Q3: 145,680 shares; 2025Q4: 142,201 shares 142,201 $3.49M 0.56% -3,479 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: 33,775 shares; 2024Q4: 33,775 shares; 2025Q1: 33,531 shares; 2025Q2: 33,531 shares; 2025Q3: 33,420 shares; 2025Q4: 33,009 shares 33,009 $3.17M 0.51% -411 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,658 shares; 2024Q4: 3,445 shares; 2025Q1: 3,278 shares; 2025Q2: 3,227 shares; 2025Q3: 3,156 shares; 2025Q4: 2,773 shares 2,773 $2.98M 0.48% -383 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: 13,895 shares; 2024Q4: 13,486 shares; 2025Q1: 13,426 shares; 2025Q2: 13,376 shares; 2025Q3: 13,079 shares; 2025Q4: 12,512 shares 12,512 $2.86M 0.46% -567 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: 24,324 shares; 2025Q1: 23,830 shares; 2025Q2: 24,533 shares; 2025Q3: 23,942 shares; 2025Q4: 21,774 shares 21,774 $2.85M 0.46% -2,168 Timeline IBTP 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: 13,625 shares; 2025Q1: 56,939 shares; 2025Q2: 90,776 shares; 2025Q3: 101,800 shares; 2025Q4: 110,486 shares 110,486 $2.85M 0.46% +8,686 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: 13,220 shares; 2024Q4: 13,637 shares; 2025Q1: 14,794 shares; 2025Q2: 16,192 shares; 2025Q3: 16,409 shares; 2025Q4: 16,167 shares 16,167 $2.8M 0.45% -242 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: 10,953 shares; 2024Q4: 11,745 shares; 2025Q1: 12,112 shares; 2025Q2: 12,157 shares; 2025Q3: 12,141 shares; 2025Q4: 12,039 shares 12,039 $2.78M 0.45% -102 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: 47,486 shares; 2024Q4: 47,687 shares; 2025Q1: 49,660 shares; 2025Q2: 52,291 shares; 2025Q3: 50,862 shares; 2025Q4: 49,193 shares 49,193 $2.71M 0.43% -1,669 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,024 shares; 2024Q4: 33,091 shares; 2025Q1: 33,191 shares; 2025Q2: 33,785 shares; 2025Q3: 34,383 shares; 2025Q4: 33,886 shares 33,886 $2.63M 0.42% -497 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: 27,531 shares; 2024Q4: 31,155 shares; 2025Q1: 37,821 shares; 2025Q2: 48,215 shares; 2025Q3: 50,000 shares; 2025Q4: 49,022 shares 49,022 $2.62M 0.42% -978 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: 7,707 shares; 2024Q4: 8,785 shares; 2025Q1: 8,595 shares; 2025Q2: 9,100 shares; 2025Q3: 8,723 shares; 2025Q4: 8,281 shares 8,281 $2.59M 0.42% -442 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: 8,014 shares; 2024Q4: 7,883 shares; 2025Q1: 7,899 shares; 2025Q2: 8,565 shares; 2025Q3: 8,514 shares; 2025Q4: 8,012 shares 8,012 $2.51M 0.4% -502 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: 34,228 shares; 2024Q4: 32,575 shares; 2025Q1: 31,821 shares; 2025Q2: 33,187 shares; 2025Q3: 32,725 shares; 2025Q4: 31,441 shares 31,441 $2.42M 0.39% -1,284 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: 10,833 shares; 2024Q4: 10,160 shares; 2025Q1: 27,614 shares; 2025Q2: 28,197 shares; 2025Q3: 36,793 shares; 2025Q4: 34,683 shares 34,683 $2.41M 0.39% -2,110 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,923 shares; 2024Q4: 13,425 shares; 2025Q1: 13,563 shares; 2025Q2: 13,031 shares; 2025Q3: 12,946 shares; 2025Q4: 12,423 shares 12,423 $2.37M 0.38% -523 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: 40,559 shares; 2024Q4: 35,569 shares; 2025Q1: 32,617 shares; 2025Q2: 31,194 shares; 2025Q3: 32,636 shares; 2025Q4: 35,433 shares 35,433 $2.26M 0.36% +2,797 Timeline IBCA 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: 36,998 shares; 2025Q4: 85,056 shares 85,056 $2.21M 0.35% +48,058 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: 16,234 shares; 2024Q4: 16,917 shares; 2025Q1: 17,747 shares; 2025Q2: 18,915 shares; 2025Q3: 20,134 shares; 2025Q4: 20,822 shares 20,822 $2.19M 0.35% +688 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,700 shares; 2024Q4: 8,639 shares; 2025Q1: 8,392 shares; 2025Q2: 10,548 shares; 2025Q3: 10,527 shares; 2025Q4: 10,219 shares 10,219 $2.16M 0.35% -308 Timeline IBTQ 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: 37,406 shares; 2025Q4: 81,560 shares 81,560 $2.08M 0.33% +44,154 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: 10,707 shares; 2024Q4: 10,441 shares; 2025Q1: 10,144 shares; 2025Q2: 10,153 shares; 2025Q3: 10,083 shares; 2025Q4: 9,854 shares 9,854 $2.04M 0.33% -229 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: 19,236 shares; 2024Q4: 21,947 shares; 2025Q1: 25,035 shares; 2025Q2: 25,484 shares; 2025Q3: 24,130 shares; 2025Q4: 21,586 shares 21,586 $2.03M 0.33% -2,544 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,423 shares; 2024Q4: 8,379 shares; 2025Q1: 9,078 shares; 2025Q2: 8,970 shares; 2025Q3: 8,848 shares; 2025Q4: 7,447 shares 7,447 $2.02M 0.32% -1,401 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: 3,775 shares; 2024Q4: 3,539 shares; 2025Q1: 3,619 shares; 2025Q2: 3,759 shares; 2025Q3: 4,286 shares; 2025Q4: 4,109 shares 4,109 $1.99M 0.32% -177 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: 22,985 shares; 2024Q4: 22,951 shares; 2025Q1: 22,861 shares; 2025Q2: 23,717 shares; 2025Q3: 23,132 shares; 2025Q4: 22,545 shares 22,545 $1.9M 0.3% -587 Timeline PCY INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 128,887 shares; 2024Q4: 97,549 shares; 2025Q1: 91,357 shares; 2025Q2: 83,498 shares; 2025Q3: 82,379 shares; 2025Q4: 82,340 shares 82,340 $1.78M 0.29% -39 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: 4,170 shares; 2024Q4: 3,679 shares; 2025Q1: 3,515 shares; 2025Q2: 2,994 shares; 2025Q3: 2,849 shares; 2025Q4: 2,951 shares 2,951 $1.69M 0.27% +102 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: 14,484 shares; 2024Q4: 12,836 shares; 2025Q1: 12,301 shares; 2025Q2: 11,235 shares; 2025Q3: 10,072 shares; 2025Q4: 9,373 shares 9,373 $1.67M 0.27% -699 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 29,480 shares; 2025Q2: 31,372 shares; 2025Q3: 57,572 shares; 2025Q4: 60,203 shares 60,203 $1.65M 0.26% +2,631 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: 16,298 shares; 2024Q4: 16,148 shares; 2025Q1: 15,960 shares; 2025Q2: 15,258 shares; 2025Q3: 15,158 shares; 2025Q4: 14,789 shares 14,789 $1.65M 0.26% -369 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,181 shares; 2024Q4: 25,739 shares; 2025Q1: 28,519 shares; 2025Q2: 31,118 shares; 2025Q3: 29,898 shares; 2025Q4: 26,077 shares 26,077 $1.61M 0.26% -3,821 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: 12,931 shares; 2024Q4: 14,033 shares; 2025Q1: 14,077 shares; 2025Q2: 14,252 shares; 2025Q3: 14,083 shares; 2025Q4: 13,792 shares 13,792 $1.59M 0.25% -291 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,944 shares; 2024Q4: 38,944 shares; 2025Q1: 38,944 shares; 2025Q2: 38,944 shares; 2025Q3: 38,944 shares; 2025Q4: 38,944 shares 38,944 $1.54M 0.25% 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: 6,728 shares; 2024Q4: 7,720 shares; 2025Q1: 8,396 shares; 2025Q2: 8,360 shares; 2025Q3: 7,924 shares; 2025Q4: 7,169 shares 7,169 $1.54M 0.25% -755 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,876 shares; 2024Q4: 12,650 shares; 2025Q1: 12,689 shares; 2025Q2: 12,708 shares; 2025Q3: 12,371 shares; 2025Q4: 11,785 shares 11,785 $1.53M 0.24% -586 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: 15,202 shares; 2024Q4: 14,451 shares; 2025Q1: 13,906 shares; 2025Q2: 13,516 shares; 2025Q3: 13,093 shares; 2025Q4: 12,440 shares 12,440 $1.53M 0.24% -653 Timeline BOKF BOK FINL CORP More: the full row for BOK FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,822 shares; 2024Q4: 11,382 shares; 2025Q1: 11,098 shares; 2025Q2: 12,499 shares; 2025Q3: 12,423 shares; 2025Q4: 12,847 shares 12,847 $1.52M 0.24% +424 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,862 shares; 2024Q4: 19,821 shares; 2025Q1: 19,772 shares; 2025Q2: 19,534 shares; 2025Q3: 23,109 shares; 2025Q4: 22,857 shares 22,857 $1.43M 0.23% -252 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,674 shares; 2024Q4: 1,737 shares; 2025Q1: 1,723 shares; 2025Q2: 1,767 shares; 2025Q3: 1,738 shares; 2025Q4: 1,723 shares 1,723 $1.39M 0.22% -15 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,893 shares; 2024Q4: 11,739 shares; 2025Q1: 14,456 shares; 2025Q2: 14,605 shares; 2025Q3: 14,465 shares; 2025Q4: 13,922 shares 13,922 $1.38M 0.22% -543 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,619 shares; 2024Q4: 3,114 shares; 2025Q1: 2,956 shares; 2025Q2: 2,659 shares; 2025Q3: 2,661 shares; 2025Q4: 2,935 shares 2,935 $1.37M 0.22% +274 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: 5,005 shares; 2024Q4: 5,437 shares; 2025Q1: 5,220 shares; 2025Q2: 4,450 shares; 2025Q3: 4,079 shares; 2025Q4: 4,071 shares 4,071 $1.31M 0.21% -8 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: 7,911 shares; 2024Q4: 8,715 shares; 2025Q1: 9,625 shares; 2025Q2: 13,804 shares; 2025Q3: 14,177 shares; 2025Q4: 13,415 shares 13,415 $1.29M 0.21% -762 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: 4,354 shares; 2024Q4: 4,383 shares; 2025Q1: 4,444 shares; 2025Q2: 4,334 shares; 2025Q3: 4,294 shares; 2025Q4: 4,179 shares 4,179 $1.28M 0.2% -115 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: 9,521 shares; 2024Q4: 15,120 shares; 2025Q1: 19,201 shares; 2025Q2: 23,685 shares; 2025Q3: 25,451 shares; 2025Q4: 24,775 shares 24,775 $1.21M 0.19% -676 Timeline GWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,891 shares; 2024Q4: 29,589 shares; 2025Q1: 28,352 shares; 2025Q2: 28,138 shares; 2025Q3: 28,667 shares; 2025Q4: 29,359 shares 29,359 $1.2M 0.19% +692 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,525 shares; 2024Q4: 4,841 shares; 2025Q1: 4,671 shares; 2025Q2: 4,668 shares; 2025Q3: 4,661 shares; 2025Q4: 4,598 shares 4,598 $1.19M 0.19% -63 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: 8,867 shares; 2024Q4: 9,934 shares; 2025Q1: 10,333 shares; 2025Q2: 9,967 shares; 2025Q3: 9,831 shares; 2025Q4: 9,764 shares 9,764 $1.17M 0.19% -67 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: 1,073 shares; 2024Q4: 1,375 shares; 2025Q1: 1,527 shares; 2025Q2: 1,686 shares; 2025Q3: 1,709 shares; 2025Q4: 1,743 shares 1,743 $1.15M 0.18% +34 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,780 shares; 2024Q4: 40,008 shares; 2025Q1: 41,431 shares; 2025Q2: 49,699 shares; 2025Q3: 48,760 shares; 2025Q4: 44,800 shares 44,800 $1.12M 0.18% -3,960 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: 1,897 shares; 2024Q4: 1,819 shares; 2025Q1: 1,800 shares; 2025Q2: 1,803 shares; 2025Q3: 2,091 shares; 2025Q4: 2,199 shares 2,199 $1.11M 0.18% +108 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,163 shares; 2024Q4: 3,249 shares; 2025Q1: 3,344 shares; 2025Q2: 3,568 shares; 2025Q3: 3,890 shares; 2025Q4: 4,131 shares 4,131 $1.09M 0.18% +241 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,413 shares; 2024Q4: 17,460 shares; 2025Q1: 18,247 shares; 2025Q2: 20,846 shares; 2025Q3: 21,628 shares; 2025Q4: 22,524 shares 22,524 $1.09M 0.17% +896 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: 8,351 shares; 2024Q4: 8,711 shares; 2025Q1: 9,613 shares; 2025Q2: 12,489 shares; 2025Q3: 11,734 shares; 2025Q4: 11,137 shares 11,137 $1.09M 0.17% -597 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,622 shares; 2024Q4: 4,263 shares; 2025Q1: 4,140 shares; 2025Q2: 4,103 shares; 2025Q3: 3,877 shares; 2025Q4: 3,592 shares 3,592 $1.04M 0.17% -285 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,150 shares; 2025Q4: 2,871 shares 2,871 $962K 0.15% -279 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: 9,724 shares; 2024Q4: 8,832 shares; 2025Q1: 8,468 shares; 2025Q2: 8,215 shares; 2025Q3: 8,014 shares; 2025Q4: 7,914 shares 7,914 $951K 0.15% -100 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,023 shares; 2025Q4: 17,404 shares 17,404 $939K 0.15% +10,381 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,791 shares; 2024Q4: 9,143 shares; 2025Q1: 9,378 shares; 2025Q2: 9,855 shares; 2025Q3: 9,813 shares; 2025Q4: 9,419 shares 9,419 $921K 0.15% -394 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,943 shares; 2024Q4: 12,902 shares; 2025Q1: 12,815 shares; 2025Q2: 12,770 shares; 2025Q3: 12,711 shares; 2025Q4: 12,362 shares 12,362 $909K 0.15% -349 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: 3,154 shares; 2024Q4: 3,260 shares; 2025Q1: 3,579 shares; 2025Q2: 3,662 shares; 2025Q3: 4,177 shares; 2025Q4: 5,961 shares 5,961 $909K 0.15% +1,784 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: 11,535 shares; 2024Q4: 11,299 shares; 2025Q1: 13,280 shares; 2025Q2: 14,620 shares; 2025Q3: 15,901 shares; 2025Q4: 15,378 shares 15,378 $898K 0.14% -523 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,372 shares; 2024Q4: 6,586 shares; 2025Q1: 6,644 shares; 2025Q2: 6,704 shares; 2025Q3: 6,651 shares; 2025Q4: 6,853 shares 6,853 $884K 0.14% +202 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,071 shares; 2024Q4: 980 shares; 2025Q1: 963 shares; 2025Q2: 1,096 shares; 2025Q3: 1,086 shares; 2025Q4: 5,653 shares 5,653 $866K 0.14% +4,567 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: not reported; 2024Q4: not reported; 2025Q1: 2,697 shares; 2025Q2: 3,990 shares; 2025Q3: 3,378 shares; 2025Q4: 3,032 shares 3,032 $865K 0.14% -346 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: 8,179 shares; 2024Q4: 12,221 shares; 2025Q1: 13,266 shares; 2025Q2: 11,461 shares; 2025Q3: 13,047 shares; 2025Q4: 13,453 shares 13,453 $857K 0.14% +406 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: 2,672 shares; 2024Q4: 2,646 shares; 2025Q1: 2,538 shares; 2025Q2: 2,342 shares; 2025Q3: 2,975 shares; 2025Q4: 5,846 shares 5,846 $839K 0.13% +2,871 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: 1,381 shares; 2024Q4: 1,825 shares; 2025Q1: 2,070 shares; 2025Q2: 2,325 shares; 2025Q3: 2,320 shares; 2025Q4: 2,392 shares 2,392 $837K 0.13% +72 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: 3,395 shares; 2024Q4: 4,422 shares; 2025Q1: 4,384 shares; 2025Q2: 4,308 shares; 2025Q3: 3,576 shares; 2025Q4: 3,177 shares 3,177 $816K 0.13% -399 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: 41,562 shares; 2024Q4: 39,253 shares; 2025Q1: 36,486 shares; 2025Q2: 34,902 shares; 2025Q3: 33,373 shares; 2025Q4: 32,846 shares 32,846 $816K 0.13% -527 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: 4,854 shares; 2024Q4: 4,724 shares; 2025Q1: 4,794 shares; 2025Q2: 4,968 shares; 2025Q3: 5,011 shares; 2025Q4: 5,185 shares 5,185 $802K 0.13% +174 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,786 shares; 2024Q4: 4,928 shares; 2025Q1: 5,320 shares; 2025Q2: 6,194 shares; 2025Q3: 6,488 shares; 2025Q4: 6,166 shares 6,166 $796K 0.13% -322 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: 9,145 shares; 2024Q4: 9,589 shares; 2025Q1: 9,239 shares; 2025Q2: 9,119 shares; 2025Q3: 9,065 shares; 2025Q4: 8,482 shares 8,482 $794K 0.13% -583 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,808 shares; 2024Q4: 8,166 shares; 2025Q1: 8,232 shares; 2025Q2: 7,631 shares; 2025Q3: 7,504 shares; 2025Q4: 7,396 shares 7,396 $769K 0.12% -108 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: 756 shares; 2025Q1: 752 shares; 2025Q2: 826 shares; 2025Q3: 780 shares; 2025Q4: 716 shares 716 $766K 0.12% -64 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: 3,267 shares; 2024Q4: 3,725 shares; 2025Q1: 3,584 shares; 2025Q2: 3,357 shares; 2025Q3: 3,324 shares; 2025Q4: 3,737 shares 3,737 $728K 0.12% +413 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,871 shares; 2024Q4: 4,598 shares; 2025Q1: 5,616 shares; 2025Q2: 6,042 shares; 2025Q3: 6,173 shares; 2025Q4: 5,857 shares 5,857 $720K 0.12% -316 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: 9,343 shares; 2024Q4: 11,936 shares; 2025Q1: 13,631 shares; 2025Q2: 13,521 shares; 2025Q3: 13,045 shares; 2025Q4: 12,469 shares 12,469 $717K 0.11% -576 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: 2,896 shares; 2024Q4: 2,896 shares; 2025Q1: 3,086 shares; 2025Q2: 2,600 shares; 2025Q3: 2,345 shares; 2025Q4: 2,076 shares 2,076 $714K 0.11% -269 Timeline PNW PINNACLE WEST CAP CORP More: the full row for PINNACLE WEST CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,897 shares; 2024Q4: 6,056 shares; 2025Q1: 6,214 shares; 2025Q2: 6,322 shares; 2025Q3: 7,006 shares; 2025Q4: 7,928 shares 7,928 $703K 0.11% +922 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: 7,101 shares; 2024Q4: 6,523 shares; 2025Q1: 5,816 shares; 2025Q2: 5,012 shares; 2025Q3: 4,775 shares; 2025Q4: 4,347 shares 4,347 $697K 0.11% -428 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,521 shares; 2024Q4: 2,830 shares; 2025Q1: not reported; 2025Q2: 8,644 shares; 2025Q3: 10,109 shares; 2025Q4: 11,419 shares 11,419 $685K 0.11% +1,310 Timeline TAK TAKEDA PHARMACEUTICAL CO LTD More: the full row for TAKEDA PHARMACEUTICAL CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,296 shares; 2024Q4: 43,295 shares; 2025Q1: 38,951 shares; 2025Q2: 41,328 shares; 2025Q3: 42,936 shares; 2025Q4: 43,433 shares 43,433 $677K 0.11% +497 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,511 shares; 2024Q4: 7,435 shares; 2025Q1: 7,154 shares; 2025Q2: 7,014 shares; 2025Q3: 6,921 shares; 2025Q4: 6,913 shares 6,913 $672K 0.11% -8 Timeline REG REGENCY CTRS CORP More: the full row for REGENCY CTRS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,261 shares; 2024Q4: 6,970 shares; 2025Q1: 7,794 shares; 2025Q2: 8,995 shares; 2025Q3: 8,961 shares; 2025Q4: 9,621 shares 9,621 $664K 0.11% +660 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: 3,101 shares; 2024Q4: 6,786 shares; 2025Q1: 8,586 shares; 2025Q2: 8,991 shares; 2025Q3: 8,417 shares; 2025Q4: 8,035 shares 8,035 $657K 0.11% -382 Timeline PII POLARIS INC More: the full row for POLARIS 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: 9,190 shares; 2025Q3: 9,828 shares; 2025Q4: 10,312 shares 10,312 $652K 0.1% +484 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: 117 shares; 2024Q4: 107 shares; 2025Q1: 120 shares; 2025Q2: 136 shares; 2025Q3: 135 shares; 2025Q4: 120 shares 120 $643K 0.1% -15 Timeline SLQD 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: 68,043 shares; 2024Q4: 24,732 shares; 2025Q1: 13,750 shares; 2025Q2: 12,695 shares; 2025Q3: 12,656 shares; 2025Q4: 12,656 shares 12,656 $642K 0.1% 0 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,720 shares; 2024Q4: 5,845 shares; 2025Q1: 5,787 shares; 2025Q2: 5,719 shares; 2025Q3: 5,440 shares; 2025Q4: 5,635 shares 5,635 $641K 0.1% +195 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,283 shares; 2025Q4: 7,749 shares 7,749 $615K 0.1% +4,466 Timeline SKM SK TELECOM CO LTD More: the full row for SK TELECOM CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,472 shares; 2024Q4: 27,483 shares; 2025Q1: 28,829 shares; 2025Q2: 29,505 shares; 2025Q3: 29,508 shares; 2025Q4: 29,677 shares 29,677 $609K 0.1% +169 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: 2,456 shares; 2024Q4: 2,378 shares; 2025Q1: 2,333 shares; 2025Q2: 2,262 shares; 2025Q3: 2,236 shares; 2025Q4: 2,214 shares 2,214 $600K 0.1% -22 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: 8,865 shares; 2024Q4: 8,767 shares; 2025Q1: 8,736 shares; 2025Q2: 9,025 shares; 2025Q3: 8,961 shares; 2025Q4: 8,879 shares 8,879 $595K 0.1% -82 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: 21,768 shares; 2024Q4: 20,640 shares; 2025Q1: 20,101 shares; 2025Q2: 21,390 shares; 2025Q3: 21,961 shares; 2025Q4: 21,635 shares 21,635 $595K 0.1% -326 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,860 shares; 2024Q4: 14,004 shares; 2025Q1: 15,767 shares; 2025Q2: 15,712 shares; 2025Q3: 17,583 shares; 2025Q4: 12,598 shares 12,598 $586K 0.09% -4,985 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,927 shares; 2024Q4: 5,211 shares; 2025Q1: 5,352 shares; 2025Q2: 5,173 shares; 2025Q3: 5,112 shares; 2025Q4: 4,997 shares 4,997 $586K 0.09% -115 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,501 shares; 2025Q1: 6,266 shares; 2025Q2: 7,047 shares; 2025Q3: 6,368 shares; 2025Q4: 4,329 shares 4,329 $575K 0.09% -2,039 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,409 shares; 2024Q4: 7,435 shares; 2025Q1: 8,040 shares; 2025Q2: 8,168 shares; 2025Q3: 7,954 shares; 2025Q4: 7,741 shares 7,741 $569K 0.09% -213 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,593 shares; 2024Q4: 3,530 shares; 2025Q1: 3,380 shares; 2025Q2: 4,228 shares; 2025Q3: 4,164 shares; 2025Q4: 3,856 shares 3,856 $548K 0.09% -308 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: 21,704 shares; 2024Q4: 20,439 shares; 2025Q1: 24,701 shares; 2025Q2: 29,023 shares; 2025Q3: 30,571 shares; 2025Q4: 22,389 shares 22,389 $543K 0.09% -8,182 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,374 shares; 2024Q4: 8,326 shares; 2025Q1: 8,206 shares; 2025Q2: 9,688 shares; 2025Q3: 9,404 shares; 2025Q4: 8,962 shares 8,962 $541K 0.09% -442 Timeline FROG JFROG LTD More: the full row for JFROG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,551 shares; 2025Q1: 8,326 shares; 2025Q2: 9,062 shares; 2025Q3: 8,953 shares; 2025Q4: 8,652 shares 8,652 $540K 0.09% -301 Timeline SMP STANDARD MTR PRODS INC More: the full row for STANDARD MTR PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,068 shares; 2024Q4: 10,671 shares; 2025Q1: 12,903 shares; 2025Q2: 15,331 shares; 2025Q3: 15,548 shares; 2025Q4: 14,650 shares 14,650 $540K 0.09% -898 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: 4,955 shares; 2024Q4: 5,137 shares; 2025Q1: 4,912 shares; 2025Q2: 4,883 shares; 2025Q3: 4,670 shares; 2025Q4: 3,731 shares 3,731 $535K 0.09% -939 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,583 shares; 2025Q3: 1,665 shares; 2025Q4: 2,864 shares 2,864 $528K 0.08% +1,199 Timeline VMRK VIVMARK RESIDENTIAL More: the full row for VIVMARK RESIDENTIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,731 shares; 2024Q4: 7,570 shares; 2025Q1: 8,341 shares; 2025Q2: 9,035 shares; 2025Q3: 9,098 shares; 2025Q4: 8,359 shares 8,359 $527K 0.08% -739 Timeline BXP BXP INC More: the full row for BXP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,460 shares; 2024Q4: 4,556 shares; 2025Q1: 5,373 shares; 2025Q2: 7,207 shares; 2025Q3: 7,708 shares; 2025Q4: 7,687 shares 7,687 $519K 0.08% -21 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,602 shares; 2024Q4: 2,614 shares; 2025Q1: 2,468 shares; 2025Q2: 2,405 shares; 2025Q3: 2,259 shares; 2025Q4: 2,234 shares 2,234 $517K 0.08% -25 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,086 shares; 2024Q4: 2,031 shares; 2025Q1: 2,029 shares; 2025Q2: 1,938 shares; 2025Q3: 1,981 shares; 2025Q4: 1,783 shares 1,783 $515K 0.08% -198 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: 1,781 shares; 2024Q4: 1,632 shares; 2025Q1: 1,539 shares; 2025Q2: 1,554 shares; 2025Q3: 1,609 shares; 2025Q4: 1,435 shares 1,435 $503K 0.08% -174 Timeline BCE BCE INC More: the full row for BCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,985 shares; 2024Q4: 15,067 shares; 2025Q1: 15,274 shares; 2025Q2: 21,045 shares; 2025Q3: 20,969 shares; 2025Q4: 21,082 shares 21,082 $502K 0.08% +113 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,972 shares; 2024Q4: 9,539 shares; 2025Q1: 9,387 shares; 2025Q2: 9,285 shares; 2025Q3: 9,246 shares; 2025Q4: 8,984 shares 8,984 $483K 0.08% -262 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: 13,822 shares; 2024Q4: 15,898 shares; 2025Q1: 20,366 shares; 2025Q2: 28,513 shares; 2025Q3: 29,231 shares; 2025Q4: 27,893 shares 27,893 $483K 0.08% -1,338 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,134 shares; 2024Q4: 5,390 shares; 2025Q1: 5,878 shares; 2025Q2: 6,642 shares; 2025Q3: 7,807 shares; 2025Q4: 8,182 shares 8,182 $480K 0.08% +375 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,617 shares; 2024Q4: 1,617 shares; 2025Q1: 1,671 shares; 2025Q2: 1,069 shares; 2025Q3: 1,011 shares; 2025Q4: 1,011 shares 1,011 $479K 0.08% 0 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: 4,001 shares; 2024Q4: 4,558 shares; 2025Q1: 5,782 shares; 2025Q2: 6,418 shares; 2025Q3: 6,875 shares; 2025Q4: 5,370 shares 5,370 $477K 0.08% -1,505 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: 343 shares; 2025Q1: 470 shares; 2025Q2: 473 shares; 2025Q3: 474 shares; 2025Q4: 446 shares 446 $477K 0.08% -28 Timeline ELAN ELANCO ANIMAL HEALTH INC More: the full row for ELANCO ANIMAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,206 shares; 2025Q1: 14,520 shares; 2025Q2: 21,496 shares; 2025Q3: 21,488 shares; 2025Q4: 21,080 shares 21,080 $477K 0.08% -408 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,231 shares; 2024Q4: 17,231 shares; 2025Q1: 17,231 shares; 2025Q2: 14,464 shares; 2025Q3: 14,464 shares; 2025Q4: 14,464 shares 14,464 $473K 0.08% 0 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: 24,570 shares; 2024Q4: 22,925 shares; 2025Q1: 22,091 shares; 2025Q2: 21,369 shares; 2025Q3: 19,530 shares; 2025Q4: 18,081 shares 18,081 $473K 0.08% -1,449 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 850 shares; 2024Q4: 828 shares; 2025Q1: 1,012 shares; 2025Q2: 1,026 shares; 2025Q3: 1,108 shares; 2025Q4: 1,021 shares 1,021 $463K 0.07% -87 Timeline SLG SL GREEN RLTY CORP More: the full row for SL GREEN RLTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,252 shares; 2024Q4: 6,170 shares; 2025Q1: 6,751 shares; 2025Q2: 8,644 shares; 2025Q3: 9,771 shares; 2025Q4: 10,040 shares 10,040 $461K 0.07% +269 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: 6,720 shares; 2024Q4: 5,996 shares; 2025Q1: 5,566 shares; 2025Q2: 5,838 shares; 2025Q3: 6,814 shares; 2025Q4: 5,533 shares 5,533 $459K 0.07% -1,281 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,740 shares; 2024Q4: 2,045 shares; 2025Q1: 1,946 shares; 2025Q2: 1,817 shares; 2025Q3: 1,556 shares; 2025Q4: 1,507 shares 1,507 $458K 0.07% -49 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: 16,314 shares; 2024Q4: 15,094 shares; 2025Q1: 12,656 shares; 2025Q2: 8,405 shares; 2025Q3: 7,360 shares; 2025Q4: 5,661 shares 5,661 $455K 0.07% -1,699 Timeline QSR RESTAURANT BRANDS INTL INC More: the full row for RESTAURANT BRANDS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,661 shares; 2024Q4: 7,267 shares; 2025Q1: 7,145 shares; 2025Q2: 7,147 shares; 2025Q3: 7,131 shares; 2025Q4: 6,537 shares 6,537 $446K 0.07% -594 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,322 shares; 2025Q4: 18,954 shares 18,954 $443K 0.07% +5,632 Timeline AVB AVALONBAY CMNTYS INC More: the full row for AVALONBAY CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,934 shares; 2024Q4: 2,017 shares; 2025Q1: 2,183 shares; 2025Q2: 2,243 shares; 2025Q3: 2,233 shares; 2025Q4: 2,376 shares 2,376 $431K 0.07% +143 Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,801 shares; 2024Q4: 4,457 shares; 2025Q1: 4,832 shares; 2025Q2: 5,365 shares; 2025Q3: 5,292 shares; 2025Q4: 5,227 shares 5,227 $429K 0.07% -65 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,367 shares; 2024Q4: 1,309 shares; 2025Q1: 1,292 shares; 2025Q2: 1,249 shares; 2025Q3: 1,201 shares; 2025Q4: 1,200 shares 1,200 $414K 0.07% -1 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,999 shares; 2024Q4: 2,090 shares; 2025Q1: 2,167 shares; 2025Q2: 2,320 shares; 2025Q3: 2,316 shares; 2025Q4: 2,355 shares 2,355 $413K 0.07% +39 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,460 shares; 2025Q4: 9,461 shares 9,461 $410K 0.07% +5,001 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,195 shares; 2025Q4: 15,713 shares 15,713 $409K 0.07% +7,518 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: 6,200 shares; 2024Q4: 6,100 shares; 2025Q1: 5,900 shares; 2025Q2: 5,400 shares; 2025Q3: 4,902 shares; 2025Q4: 4,680 shares 4,680 $408K 0.07% -222 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: 819 shares; 2024Q4: 732 shares; 2025Q1: 991 shares; 2025Q2: 1,188 shares; 2025Q3: 1,367 shares; 2025Q4: 1,356 shares 1,356 $401K 0.06% -11 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: 2,792 shares; 2024Q4: 2,562 shares; 2025Q1: 2,562 shares; 2025Q2: 2,556 shares; 2025Q3: 2,520 shares; 2025Q4: 2,469 shares 2,469 $395K 0.06% -51 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: 1,085 shares; 2024Q4: 944 shares; 2025Q1: 1,007 shares; 2025Q2: 765 shares; 2025Q3: 765 shares; 2025Q4: 577 shares 577 $393K 0.06% -188 Timeline CFR CULLEN FROST BANKERS INC More: the full row for CULLEN FROST BANKERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,405 shares; 2024Q4: 3,855 shares; 2025Q1: 3,689 shares; 2025Q2: 3,362 shares; 2025Q3: 3,161 shares; 2025Q4: 3,049 shares 3,049 $386K 0.06% -112 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,801 shares; 2025Q4: 2,839 shares 2,839 $386K 0.06% +1,038 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,117 shares 2,117 $385K 0.06% new 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: 10,252 shares; 2024Q4: 8,074 shares; 2025Q1: 3,381 shares; 2025Q2: 3,381 shares; 2025Q3: 3,381 shares; 2025Q4: 3,381 shares 3,381 $372K 0.06% 0 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,516 shares; 2024Q4: 3,232 shares; 2025Q1: 3,122 shares; 2025Q2: 3,100 shares; 2025Q3: 3,051 shares; 2025Q4: 2,970 shares 2,970 $372K 0.06% -81 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,659 shares 3,659 $369K 0.06% new 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: 11,299 shares; 2024Q4: 6,444 shares; 2025Q1: 5,496 shares; 2025Q2: 3,824 shares; 2025Q3: 3,775 shares; 2025Q4: 3,345 shares 3,345 $357K 0.06% -430 Timeline IGRO 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: 2,844 shares; 2025Q2: 2,975 shares; 2025Q3: 4,067 shares; 2025Q4: 4,192 shares 4,192 $347K 0.06% +125 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,452 shares; 2025Q3: 4,104 shares; 2025Q4: 5,182 shares 5,182 $347K 0.06% +1,078 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: 500 shares; 2024Q4: 386 shares; 2025Q1: 364 shares; 2025Q2: 337 shares; 2025Q3: 311 shares; 2025Q4: 280 shares 280 $340K 0.05% -31 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,358 shares; 2025Q4: 1,636 shares 1,636 $340K 0.05% +278 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,175 shares 5,175 $338K 0.05% new Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,923 shares; 2024Q4: 13,257 shares; 2025Q1: 18,436 shares; 2025Q2: 22,737 shares; 2025Q3: 23,232 shares; 2025Q4: 20,883 shares 20,883 $336K 0.05% -2,349 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: 19,543 shares; 2024Q4: 12,289 shares; 2025Q1: 10,049 shares; 2025Q2: 9,206 shares; 2025Q3: 8,270 shares; 2025Q4: 7,808 shares 7,808 $318K 0.05% -462 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,858 shares 3,858 $316K 0.05% new Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,644 shares; 2024Q4: 3,544 shares; 2025Q1: 3,544 shares; 2025Q2: 3,260 shares; 2025Q3: 3,260 shares; 2025Q4: 3,260 shares 3,260 $316K 0.05% 0 Timeline WEN WENDYS CO More: the full row for WENDYS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,689 shares; 2024Q4: 14,253 shares; 2025Q1: 18,502 shares; 2025Q2: 24,537 shares; 2025Q3: 29,797 shares; 2025Q4: 37,727 shares 37,727 $314K 0.05% +7,930 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: 2,314 shares; 2024Q4: 1,454 shares; 2025Q1: 1,323 shares; 2025Q2: 1,293 shares; 2025Q3: 1,421 shares; 2025Q4: 2,494 shares 2,494 $314K 0.05% +1,073 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 599 shares 599 $313K 0.05% new Timeline GMED GLOBUS MED INC More: the full row for GLOBUS MED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,593 shares; 2025Q3: 3,792 shares; 2025Q4: 3,528 shares 3,528 $308K 0.05% -264 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: 1,297 shares; 2024Q4: 1,235 shares; 2025Q1: 982 shares; 2025Q2: 979 shares; 2025Q3: 982 shares; 2025Q4: 960 shares 960 $306K 0.05% -22 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,322 shares; 2025Q2: 1,548 shares; 2025Q3: 1,364 shares; 2025Q4: 1,038 shares 1,038 $305K 0.05% -326 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,846 shares; 2024Q4: 1,829 shares; 2025Q1: 1,779 shares; 2025Q2: 1,863 shares; 2025Q3: 1,863 shares; 2025Q4: 1,857 shares 1,857 $302K 0.05% -6 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,292 shares; 2024Q4: 4,359 shares; 2025Q1: 4,335 shares; 2025Q2: 4,312 shares; 2025Q3: 4,266 shares; 2025Q4: 4,158 shares 4,158 $301K 0.05% -108 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,830 shares; 2024Q4: 2,054 shares; 2025Q1: not reported; 2025Q2: 2,306 shares; 2025Q3: 2,273 shares; 2025Q4: 2,298 shares 2,298 $301K 0.05% +25 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: not reported; 2024Q4: not reported; 2025Q1: 411 shares; 2025Q2: 595 shares; 2025Q3: 582 shares; 2025Q4: 508 shares 508 $294K 0.05% -74 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,895 shares; 2024Q4: 1,836 shares; 2025Q1: 1,660 shares; 2025Q2: 1,660 shares; 2025Q3: 1,591 shares; 2025Q4: 1,211 shares 1,211 $293K 0.05% -380 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,247 shares; 2024Q4: 2,785 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,049 shares 2,049 $290K 0.05% new Timeline PINS PINTEREST INC More: the full row for PINTEREST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,524 shares; 2024Q4: 12,138 shares; 2025Q1: 12,852 shares; 2025Q2: 13,631 shares; 2025Q3: 13,508 shares; 2025Q4: 11,088 shares 11,088 $287K 0.05% -2,420 Timeline MRNA MODERNA INC More: the full row for MODERNA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,844 shares; 2024Q4: 10,746 shares; 2025Q1: 14,515 shares; 2025Q2: 14,892 shares; 2025Q3: 12,944 shares; 2025Q4: 9,679 shares 9,679 $285K 0.05% -3,265 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,858 shares; 2024Q4: 12,858 shares; 2025Q1: 12,808 shares; 2025Q2: 16,209 shares; 2025Q3: 17,374 shares; 2025Q4: 16,846 shares 16,846 $278K 0.04% -528 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: 2,276 shares; 2024Q4: 2,090 shares; 2025Q1: 2,049 shares; 2025Q2: 1,851 shares; 2025Q3: 1,733 shares; 2025Q4: 1,615 shares 1,615 $276K 0.04% -118 Timeline BNTX BIONTECH SE More: the full row for BIONTECH SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,816 shares; 2024Q4: 1,970 shares; 2025Q1: not reported; 2025Q2: 2,371 shares; 2025Q3: 2,506 shares; 2025Q4: 2,863 shares 2,863 $273K 0.04% +357 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,981 shares; 2025Q1: 4,843 shares; 2025Q2: 5,154 shares; 2025Q3: 5,090 shares; 2025Q4: 3,181 shares 3,181 $271K 0.04% -1,909 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: 613 shares; 2024Q4: 575 shares; 2025Q1: 575 shares; 2025Q2: 542 shares; 2025Q3: 442 shares; 2025Q4: 392 shares 392 $268K 0.04% -50 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,347 shares; 2025Q3: 8,849 shares; 2025Q4: 8,345 shares 8,345 $268K 0.04% -504 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,448 shares; 2024Q4: 3,201 shares; 2025Q1: 3,085 shares; 2025Q2: 3,065 shares; 2025Q3: 2,768 shares; 2025Q4: 2,975 shares 2,975 $268K 0.04% +207 Timeline CGNX COGNEX CORP More: the full row for COGNEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,518 shares; 2025Q4: 7,256 shares 7,256 $261K 0.04% +738 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: not reported; 2024Q4: 2,135 shares; 2025Q1: 2,285 shares; 2025Q2: 1,924 shares; 2025Q3: 1,568 shares; 2025Q4: 1,386 shares 1,386 $258K 0.04% -182 Timeline S SENTINELONE INC More: the full row for SENTINELONE 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: 11,902 shares; 2025Q2: 15,233 shares; 2025Q3: 16,754 shares; 2025Q4: 16,951 shares 16,951 $254K 0.04% +197 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,693 shares; 2024Q4: 6,115 shares; 2025Q1: 5,216 shares; 2025Q2: 5,012 shares; 2025Q3: 4,825 shares; 2025Q4: 4,678 shares 4,678 $252K 0.04% -147 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: 3,430 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,899 shares; 2025Q3: 2,794 shares; 2025Q4: 2,790 shares 2,790 $243K 0.04% -4 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: not reported; 2024Q4: 1,826 shares; 2025Q1: 1,797 shares; 2025Q2: 1,705 shares; 2025Q3: 1,678 shares; 2025Q4: 1,299 shares 1,299 $238K 0.04% -379 Timeline BWA BORGWARNER INC More: the full row for BORGWARNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,364 shares; 2025Q4: 5,229 shares 5,229 $236K 0.04% -135 Timeline OWL BLUE OWL CAPITAL INC More: the full row for BLUE OWL CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,754 shares 15,754 $235K 0.04% new 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: 517 shares; 2024Q4: 575 shares; 2025Q1: 620 shares; 2025Q2: 556 shares; 2025Q3: 482 shares; 2025Q4: 407 shares 407 $232K 0.04% -75 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,241 shares; 2024Q4: 4,241 shares; 2025Q1: 4,241 shares; 2025Q2: 4,241 shares; 2025Q3: 4,241 shares; 2025Q4: 4,241 shares 4,241 $232K 0.04% 0 Timeline AI C3 AI INC More: the full row for C3 AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,192 shares; 2024Q4: 16,706 shares; 2025Q1: 17,444 shares; 2025Q2: 19,149 shares; 2025Q3: 19,619 shares; 2025Q4: 16,270 shares 16,270 $219K 0.04% -3,349 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,053 shares; 2024Q4: 898 shares; 2025Q1: 759 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 580 shares 580 $215K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,017 shares 3,017 $211K 0.03% new Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 810 shares; 2024Q4: not reported; 2025Q1: 805 shares; 2025Q2: 805 shares; 2025Q3: 800 shares; 2025Q4: 800 shares 800 $210K 0.03% 0 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: 16,567 shares; 2024Q4: 14,140 shares; 2025Q1: 5,384 shares; 2025Q2: 2,823 shares; 2025Q3: 2,669 shares; 2025Q4: 2,432 shares 2,432 $201K 0.03% -237 Timeline PHR PHREESIA INC More: the full row for PHREESIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,074 shares; 2025Q1: 12,043 shares; 2025Q2: 13,211 shares; 2025Q3: 13,305 shares; 2025Q4: 11,132 shares 11,132 $188K 0.03% -2,173 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: 27,862 shares; 2024Q4: 33,055 shares; 2025Q1: 41,078 shares; 2025Q2: 32,524 shares; 2025Q3: 19,480 shares; 2025Q4: 11,750 shares 11,750 $154K 0.02% -7,730 Timeline HCAT HEALTH CATALYST INC More: the full row for HEALTH CATALYST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,045 shares; 2024Q4: 30,692 shares; 2025Q1: 36,313 shares; 2025Q2: 37,490 shares; 2025Q3: 45,161 shares; 2025Q4: 23,375 shares 23,375 $55.9K 0.01% -21,786 Timeline