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: 140,605 shares; 2024Q4: 143,300 shares; 2025Q1: 149,240 shares; 2025Q2: 158,138 shares; 2025Q3: 202,970 shares; 2025Q4: 208,786 shares 208,786 $143M 7.86% +5,816 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,150,249 shares; 2024Q4: 1,171,600 shares; 2025Q1: 1,279,757 shares; 2025Q2: 1,291,697 shares; 2025Q3: 1,420,403 shares; 2025Q4: 1,432,023 shares 1,432,023 $73.1M 4.02% +11,620 Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 868,687 shares; 2024Q4: 2,016,938 shares; 2025Q1: 2,181,127 shares; 2025Q2: 2,342,662 shares; 2025Q3: 2,648,929 shares; 2025Q4: 2,867,615 shares 2,867,615 $71.9M 3.95% +218,686 Timeline MEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,121,077 shares; 2024Q4: 1,051,899 shares; 2025Q1: 1,232,247 shares; 2025Q2: 1,233,046 shares; 2025Q3: 1,372,596 shares; 2025Q4: 1,373,218 shares 1,373,218 $69.1M 3.8% +622 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 524,196 shares; 2024Q4: 566,178 shares; 2025Q1: 593,729 shares; 2025Q2: 623,094 shares; 2025Q3: 822,802 shares; 2025Q4: 863,328 shares 863,328 $68.8M 3.78% +40,526 Timeline DSTL ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 882,469 shares; 2024Q4: 890,000 shares; 2025Q1: 932,231 shares; 2025Q2: 985,505 shares; 2025Q3: 1,015,720 shares; 2025Q4: 1,045,286 shares 1,045,286 $61.6M 3.38% +29,566 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: 657,561 shares; 2024Q4: 665,466 shares; 2025Q1: 689,009 shares; 2025Q2: 696,158 shares; 2025Q3: 742,372 shares; 2025Q4: 771,777 shares 771,777 $50.9M 2.8% +29,405 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: 703,452 shares; 2024Q4: 708,752 shares; 2025Q1: 550,330 shares; 2025Q2: 418,153 shares; 2025Q3: 454,080 shares; 2025Q4: 506,100 shares 506,100 $50.8M 2.79% +52,020 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: 261,751 shares; 2024Q4: 265,816 shares; 2025Q1: 349,502 shares; 2025Q2: 363,436 shares; 2025Q3: 404,763 shares; 2025Q4: 452,772 shares 452,772 $40.5M 2.23% +48,009 Timeline FNDX 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: 402,996 shares; 2024Q4: 1,213,558 shares; 2025Q1: 1,260,697 shares; 2025Q2: 1,321,791 shares; 2025Q3: 1,342,981 shares; 2025Q4: 1,367,927 shares 1,367,927 $37.2M 2.05% +24,946 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: 400,091 shares; 2024Q4: 446,757 shares; 2025Q1: 514,112 shares; 2025Q2: 549,677 shares; 2025Q3: 657,870 shares; 2025Q4: 699,992 shares 699,992 $35.2M 1.93% +42,122 Timeline FNDF 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: 526,031 shares; 2024Q4: 523,248 shares; 2025Q1: 669,986 shares; 2025Q2: 684,534 shares; 2025Q3: 691,264 shares; 2025Q4: 746,700 shares 746,700 $33.8M 1.86% +55,436 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: 238,813 shares; 2024Q4: 241,763 shares; 2025Q1: 248,235 shares; 2025Q2: 250,176 shares; 2025Q3: 268,843 shares; 2025Q4: 274,785 shares 274,785 $33M 1.81% +5,942 Timeline FNDA 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: 426,880 shares; 2024Q4: 860,541 shares; 2025Q1: 879,404 shares; 2025Q2: 890,652 shares; 2025Q3: 902,537 shares; 2025Q4: 920,862 shares 920,862 $29M 1.59% +18,325 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: 45,223 shares; 2024Q4: 45,153 shares; 2025Q1: 44,780 shares; 2025Q2: 43,623 shares; 2025Q3: 42,306 shares; 2025Q4: 42,223 shares 42,223 $28.9M 1.59% -83 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 251,311 shares; 2024Q4: 252,834 shares; 2025Q1: 260,256 shares; 2025Q2: 269,307 shares; 2025Q3: 123,908 shares; 2025Q4: 125,624 shares 125,624 $27.6M 1.52% +1,716 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 162,857 shares; 2024Q4: 166,909 shares; 2025Q1: 235,169 shares; 2025Q2: 242,781 shares; 2025Q3: 254,908 shares; 2025Q4: 299,590 shares 299,590 $27.4M 1.51% +44,682 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: 81,233 shares; 2024Q4: 79,967 shares; 2025Q1: 82,118 shares; 2025Q2: 92,256 shares; 2025Q3: 95,292 shares; 2025Q4: 99,610 shares 99,610 $27.1M 1.49% +4,318 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: 233,324 shares; 2024Q4: 236,607 shares; 2025Q1: 303,179 shares; 2025Q2: 313,733 shares; 2025Q3: 333,005 shares; 2025Q4: 360,082 shares 360,082 $24.2M 1.33% +27,077 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 202,775 shares; 2024Q4: 209,840 shares; 2025Q1: 224,913 shares; 2025Q2: 188,909 shares; 2025Q3: 198,386 shares; 2025Q4: 460,712 shares 460,712 $23.4M 1.29% +262,326 Timeline FNDE 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: 445,950 shares; 2024Q4: 446,959 shares; 2025Q1: 560,423 shares; 2025Q2: 571,159 shares; 2025Q3: 575,744 shares; 2025Q4: 639,617 shares 639,617 $23.1M 1.27% +63,873 Timeline ICSH 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: 200,150 shares; 2024Q4: 207,541 shares; 2025Q1: 219,783 shares; 2025Q2: 184,542 shares; 2025Q3: 196,363 shares; 2025Q4: 455,775 shares 455,775 $23.1M 1.27% +259,412 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: 37,180 shares; 2024Q4: 37,574 shares; 2025Q1: 38,154 shares; 2025Q2: 45,803 shares; 2025Q3: 45,488 shares; 2025Q4: 46,248 shares 46,248 $22.4M 1.23% +760 Timeline RWK 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: 151,729 shares; 2024Q4: 154,708 shares; 2025Q1: 162,537 shares; 2025Q2: 161,746 shares; 2025Q3: 159,095 shares; 2025Q4: 164,309 shares 164,309 $20.8M 1.14% +5,214 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 245,256 shares; 2024Q4: 245,960 shares; 2025Q1: 252,904 shares; 2025Q2: 255,613 shares; 2025Q3: 253,207 shares; 2025Q4: 252,938 shares 252,938 $20.5M 1.13% -269 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: 114,866 shares; 2024Q4: 126,265 shares; 2025Q1: 136,376 shares; 2025Q2: 144,086 shares; 2025Q3: 176,776 shares; 2025Q4: 191,279 shares 191,279 $20.5M 1.13% +14,503 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: 68,206 shares; 2024Q4: 68,940 shares; 2025Q1: 87,341 shares; 2025Q2: 108,838 shares; 2025Q3: 109,423 shares; 2025Q4: 109,783 shares 109,783 $20.5M 1.13% +360 Timeline JSMD JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 219,323 shares; 2024Q4: 226,394 shares; 2025Q1: 235,882 shares; 2025Q2: 234,772 shares; 2025Q3: 234,657 shares; 2025Q4: 241,490 shares 241,490 $19.7M 1.08% +6,833 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: 190,851 shares; 2024Q4: 193,508 shares; 2025Q1: 201,751 shares; 2025Q2: 202,362 shares; 2025Q3: 209,919 shares; 2025Q4: 412,584 shares 412,584 $18.4M 1.01% +202,665 Timeline SCHO 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: 294,818 shares; 2024Q4: 591,854 shares; 2025Q1: 623,211 shares; 2025Q2: 590,469 shares; 2025Q3: 594,156 shares; 2025Q4: 671,112 shares 671,112 $16.4M 0.9% +76,956 Timeline COMB GRANITESHARES ETF TR More: the full row for GRANITESHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 551,154 shares; 2024Q4: 567,512 shares; 2025Q1: 638,745 shares; 2025Q2: 656,542 shares; 2025Q3: 713,960 shares; 2025Q4: 748,980 shares 748,980 $15.8M 0.87% +35,020 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: 47,510 shares; 2024Q4: 47,467 shares; 2025Q1: 47,140 shares; 2025Q2: 48,659 shares; 2025Q3: 47,721 shares; 2025Q4: 47,152 shares 47,152 $14.8M 0.81% -569 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: 22,269 shares; 2024Q4: 21,929 shares; 2025Q1: 21,652 shares; 2025Q2: 22,844 shares; 2025Q3: 22,433 shares; 2025Q4: 22,145 shares 22,145 $13.9M 0.76% -288 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: 43,459 shares; 2024Q4: 44,799 shares; 2025Q1: 47,168 shares; 2025Q2: 54,346 shares; 2025Q3: 54,720 shares; 2025Q4: 60,098 shares 60,098 $13.9M 0.76% +5,378 Timeline DFNM 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: 161,179 shares; 2024Q4: 188,028 shares; 2025Q1: 236,140 shares; 2025Q2: 216,429 shares; 2025Q3: 239,065 shares; 2025Q4: 286,265 shares 286,265 $13.8M 0.76% +47,200 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: 28,001 shares; 2024Q4: 30,226 shares; 2025Q1: 31,629 shares; 2025Q2: 38,880 shares; 2025Q3: 39,424 shares; 2025Q4: 42,185 shares 42,185 $13.2M 0.73% +2,761 Timeline DSMC ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 278,601 shares; 2024Q4: 289,467 shares; 2025Q1: 306,085 shares; 2025Q2: 326,435 shares; 2025Q3: 333,925 shares; 2025Q4: 348,238 shares 348,238 $12.4M 0.68% +14,313 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: 21,510 shares; 2024Q4: 21,545 shares; 2025Q1: 22,241 shares; 2025Q2: 22,926 shares; 2025Q3: 23,158 shares; 2025Q4: 23,607 shares 23,607 $11.9M 0.65% +449 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: 31,229 shares; 2024Q4: 31,043 shares; 2025Q1: 30,647 shares; 2025Q2: 35,809 shares; 2025Q3: 34,850 shares; 2025Q4: 33,821 shares 33,821 $11.7M 0.64% -1,029 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: 32,594 shares; 2024Q4: 32,742 shares; 2025Q1: 32,586 shares; 2025Q2: 35,304 shares; 2025Q3: 35,181 shares; 2025Q4: 35,033 shares 35,033 $11.3M 0.62% -148 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 139,545 shares; 2024Q4: 145,666 shares; 2025Q1: 160,590 shares; 2025Q2: 163,711 shares; 2025Q3: 178,656 shares; 2025Q4: 183,602 shares 183,602 $10.6M 0.58% +4,946 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: 17,684 shares; 2024Q4: 17,694 shares; 2025Q1: 17,206 shares; 2025Q2: 16,843 shares; 2025Q3: 27,424 shares; 2025Q4: 25,678 shares 25,678 $8.61M 0.47% -1,746 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: 9,832 shares; 2024Q4: 10,341 shares; 2025Q1: 10,936 shares; 2025Q2: 12,878 shares; 2025Q3: 13,136 shares; 2025Q4: 12,676 shares 12,676 $8.37M 0.46% -460 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: 88,391 shares; 2024Q4: 91,505 shares; 2025Q1: 103,141 shares; 2025Q2: 102,959 shares; 2025Q3: 101,087 shares; 2025Q4: 101,071 shares 101,071 $8.34M 0.46% -16 Timeline RWL 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: 74,020 shares; 2024Q4: 74,020 shares; 2025Q1: 74,020 shares; 2025Q2: 73,775 shares; 2025Q3: 71,901 shares; 2025Q4: 71,003 shares 71,003 $8.13M 0.45% -898 Timeline PKW 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: 64,084 shares; 2024Q4: 64,084 shares; 2025Q1: 63,960 shares; 2025Q2: 63,960 shares; 2025Q3: 59,999 shares; 2025Q4: 59,999 shares 59,999 $8.06M 0.44% 0 Timeline PRF 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: 188,689 shares; 2024Q4: 186,221 shares; 2025Q1: 186,221 shares; 2025Q2: 176,864 shares; 2025Q3: 166,454 shares; 2025Q4: 166,132 shares 166,132 $7.79M 0.43% -322 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: 8,639 shares; 2024Q4: 8,601 shares; 2025Q1: 8,913 shares; 2025Q2: 8,924 shares; 2025Q3: 9,038 shares; 2025Q4: 8,932 shares 8,932 $7.33M 0.4% -106 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: 49,165 shares; 2024Q4: 48,343 shares; 2025Q1: 51,869 shares; 2025Q2: 54,238 shares; 2025Q3: 55,632 shares; 2025Q4: 59,707 shares 59,707 $7.19M 0.39% +4,075 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: 19,730 shares; 2024Q4: 20,009 shares; 2025Q1: 20,329 shares; 2025Q2: 22,045 shares; 2025Q3: 21,464 shares; 2025Q4: 20,277 shares 20,277 $7.11M 0.39% -1,187 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: 25,931 shares; 2024Q4: 26,287 shares; 2025Q1: 28,653 shares; 2025Q2: 29,961 shares; 2025Q3: 31,647 shares; 2025Q4: 32,912 shares 32,912 $6.81M 0.37% +1,265 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: 121,804 shares; 2024Q4: 177,297 shares; 2025Q1: 179,374 shares; 2025Q2: 186,814 shares; 2025Q3: 247,176 shares; 2025Q4: 258,186 shares 258,186 $6.26M 0.34% +11,010 Timeline SPMD 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: 87,894 shares; 2024Q4: 84,204 shares; 2025Q1: 87,490 shares; 2025Q2: 109,559 shares; 2025Q3: 107,244 shares; 2025Q4: 107,417 shares 107,417 $6.22M 0.34% +173 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: 33,203 shares; 2024Q4: 34,230 shares; 2025Q1: 35,832 shares; 2025Q2: 37,471 shares; 2025Q3: 39,359 shares; 2025Q4: 40,625 shares 40,625 $6.19M 0.34% +1,266 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: 4,927 shares; 2024Q4: 4,996 shares; 2025Q1: 5,283 shares; 2025Q2: 5,844 shares; 2025Q3: 5,552 shares; 2025Q4: 5,713 shares 5,713 $6.14M 0.34% +161 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: 17,104 shares; 2024Q4: 16,965 shares; 2025Q1: 16,805 shares; 2025Q2: 17,424 shares; 2025Q3: 16,735 shares; 2025Q4: 16,522 shares 16,522 $6.11M 0.34% -213 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: 61,628 shares; 2024Q4: 63,230 shares; 2025Q1: 65,900 shares; 2025Q2: 71,896 shares; 2025Q3: 73,396 shares; 2025Q4: 75,591 shares 75,591 $5.82M 0.32% +2,195 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: 25,487 shares; 2024Q4: 25,106 shares; 2025Q1: 25,208 shares; 2025Q2: 25,699 shares; 2025Q3: 23,942 shares; 2025Q4: 25,123 shares 25,123 $5.72M 0.31% +1,181 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: 19,124 shares; 2024Q4: 19,128 shares; 2025Q1: 19,754 shares; 2025Q2: 20,217 shares; 2025Q3: 20,419 shares; 2025Q4: 21,059 shares 21,059 $5.71M 0.31% +640 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: 27,945 shares; 2024Q4: 27,817 shares; 2025Q1: 28,665 shares; 2025Q2: 30,947 shares; 2025Q3: 32,172 shares; 2025Q4: 33,373 shares 33,373 $5.71M 0.31% +1,201 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97,393 shares; 2024Q4: 102,755 shares; 2025Q1: 106,511 shares; 2025Q2: 125,803 shares; 2025Q3: 124,867 shares; 2025Q4: 121,692 shares 121,692 $5.7M 0.31% -3,175 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,719 shares; 2024Q4: 9,719 shares; 2025Q1: 9,719 shares; 2025Q2: 9,452 shares; 2025Q3: 9,183 shares; 2025Q4: 9,198 shares 9,198 $5.57M 0.31% +15 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: 111,996 shares; 2024Q4: 171,848 shares; 2025Q1: 178,103 shares; 2025Q2: 185,555 shares; 2025Q3: 221,111 shares; 2025Q4: 227,156 shares 227,156 $5.52M 0.3% +6,045 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: 108,711 shares; 2024Q4: 115,009 shares; 2025Q1: 118,774 shares; 2025Q2: 116,092 shares; 2025Q3: 107,020 shares; 2025Q4: 100,521 shares 100,521 $5.32M 0.29% -6,499 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: 12,222 shares; 2024Q4: 11,993 shares; 2025Q1: 12,851 shares; 2025Q2: 13,164 shares; 2025Q3: 13,493 shares; 2025Q4: 14,845 shares 14,845 $4.86M 0.27% +1,352 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,587 shares; 2024Q4: 5,951 shares; 2025Q1: 6,329 shares; 2025Q2: 6,893 shares; 2025Q3: 6,597 shares; 2025Q4: 8,293 shares 8,293 $4.73M 0.26% +1,696 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: 1,330 shares; 2024Q4: 1,319 shares; 2025Q1: 1,333 shares; 2025Q2: 1,313 shares; 2025Q3: 1,352 shares; 2025Q4: 1,361 shares 1,361 $4.62M 0.25% +9 Timeline BCI ABRDN ETFS More: the full row for ABRDN ETFS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 238,331 shares; 2024Q4: 247,752 shares; 2025Q1: 237,980 shares; 2025Q2: 237,666 shares; 2025Q3: 234,607 shares; 2025Q4: 223,906 shares 223,906 $4.37M 0.24% -10,701 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,486 shares; 2024Q4: 5,509 shares; 2025Q1: 5,358 shares; 2025Q2: 5,499 shares; 2025Q3: 5,079 shares; 2025Q4: 5,015 shares 5,015 $4.32M 0.24% -64 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: 51,037 shares; 2024Q4: 50,753 shares; 2025Q1: 51,241 shares; 2025Q2: 51,476 shares; 2025Q3: 49,885 shares; 2025Q4: 49,224 shares 49,224 $4.29M 0.24% -661 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: 5,561 shares; 2024Q4: 5,881 shares; 2025Q1: 5,732 shares; 2025Q2: 8,554 shares; 2025Q3: 8,577 shares; 2025Q4: 9,102 shares 9,102 $4.09M 0.22% +525 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,149 shares; 2024Q4: 83,436 shares; 2025Q1: 88,578 shares; 2025Q2: 78,922 shares; 2025Q3: 78,979 shares; 2025Q4: 80,363 shares 80,363 $4.07M 0.22% +1,384 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: 11,733 shares; 2024Q4: 11,589 shares; 2025Q1: 11,983 shares; 2025Q2: 12,525 shares; 2025Q3: 12,828 shares; 2025Q4: 13,260 shares 13,260 $4.05M 0.22% +432 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,276 shares; 2024Q4: 90,423 shares; 2025Q1: 91,625 shares; 2025Q2: 82,591 shares; 2025Q3: 71,709 shares; 2025Q4: 67,324 shares 67,324 $4.03M 0.22% -4,385 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: 13,597 shares; 2024Q4: 13,592 shares; 2025Q1: 13,958 shares; 2025Q2: 14,251 shares; 2025Q3: 14,090 shares; 2025Q4: 14,696 shares 14,696 $3.8M 0.21% +606 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: 12,615 shares; 2024Q4: 12,677 shares; 2025Q1: 12,726 shares; 2025Q2: 13,433 shares; 2025Q3: 12,327 shares; 2025Q4: 14,170 shares 14,170 $3.8M 0.21% +1,843 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: 15,482 shares; 2024Q4: 15,970 shares; 2025Q1: 16,678 shares; 2025Q2: 17,371 shares; 2025Q3: 18,024 shares; 2025Q4: 18,463 shares 18,463 $3.77M 0.21% +439 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: 13,577 shares; 2024Q4: 13,652 shares; 2025Q1: 13,994 shares; 2025Q2: 14,758 shares; 2025Q3: 14,282 shares; 2025Q4: 16,400 shares 16,400 $3.76M 0.21% +2,118 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: 23,461 shares; 2024Q4: 23,937 shares; 2025Q1: 25,652 shares; 2025Q2: 27,568 shares; 2025Q3: 24,247 shares; 2025Q4: 25,178 shares 25,178 $3.61M 0.2% +931 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: 63,488 shares; 2024Q4: 53,657 shares; 2025Q1: 52,884 shares; 2025Q2: 54,566 shares; 2025Q3: 66,831 shares; 2025Q4: 66,914 shares 66,914 $3.61M 0.2% +83 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: 17,030 shares; 2024Q4: 16,965 shares; 2025Q1: 17,238 shares; 2025Q2: 17,632 shares; 2025Q3: 16,999 shares; 2025Q4: 17,227 shares 17,227 $3.6M 0.2% +228 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: 5,546 shares; 2024Q4: 5,571 shares; 2025Q1: 5,645 shares; 2025Q2: 6,217 shares; 2025Q3: 6,304 shares; 2025Q4: 6,734 shares 6,734 $3.52M 0.19% +430 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: 14,508 shares; 2024Q4: 14,387 shares; 2025Q1: 14,537 shares; 2025Q2: 15,546 shares; 2025Q3: 15,596 shares; 2025Q4: 15,355 shares 15,355 $3.51M 0.19% -241 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: 9,247 shares; 2024Q4: 9,196 shares; 2025Q1: 9,227 shares; 2025Q2: 9,603 shares; 2025Q3: 9,770 shares; 2025Q4: 9,911 shares 9,911 $3.49M 0.19% +141 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: 20,273 shares; 2024Q4: 20,391 shares; 2025Q1: 20,578 shares; 2025Q2: 21,746 shares; 2025Q3: 21,317 shares; 2025Q4: 21,412 shares 21,412 $3.48M 0.19% +95 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: 11,894 shares; 2024Q4: 11,974 shares; 2025Q1: 12,142 shares; 2025Q2: 12,842 shares; 2025Q3: 13,643 shares; 2025Q4: 14,313 shares 14,313 $3.45M 0.19% +670 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: 51,992 shares; 2024Q4: 52,339 shares; 2025Q1: 55,028 shares; 2025Q2: 55,338 shares; 2025Q3: 54,574 shares; 2025Q4: 55,239 shares 55,239 $3.45M 0.19% +665 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: 108,033 shares; 2024Q4: 110,513 shares; 2025Q1: 111,264 shares; 2025Q2: 117,214 shares; 2025Q3: 127,865 shares; 2025Q4: 138,491 shares 138,491 $3.45M 0.19% +10,626 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: 31,891 shares; 2024Q4: 32,471 shares; 2025Q1: 32,478 shares; 2025Q2: 35,219 shares; 2025Q3: 33,829 shares; 2025Q4: 34,458 shares 34,458 $3.44M 0.19% +629 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: 15,041 shares; 2024Q4: 17,482 shares; 2025Q1: 18,909 shares; 2025Q2: 21,078 shares; 2025Q3: 24,400 shares; 2025Q4: 27,900 shares 27,900 $3.42M 0.19% +3,500 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: 29,669 shares; 2024Q4: 29,564 shares; 2025Q1: 29,349 shares; 2025Q2: 25,604 shares; 2025Q3: 25,256 shares; 2025Q4: 17,518 shares 17,518 $3.41M 0.19% -7,738 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: 20,816 shares; 2024Q4: 21,087 shares; 2025Q1: 21,457 shares; 2025Q2: 20,598 shares; 2025Q3: 23,006 shares; 2025Q4: 23,505 shares 23,505 $3.41M 0.19% +499 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: 3,861 shares; 2024Q4: 3,922 shares; 2025Q1: 4,456 shares; 2025Q2: 8,030 shares; 2025Q3: 9,017 shares; 2025Q4: 9,642 shares 9,642 $3.37M 0.19% +625 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: 187 shares; 2024Q4: 191 shares; 2025Q1: 206 shares; 2025Q2: 232 shares; 2025Q3: 557 shares; 2025Q4: 625 shares 625 $3.35M 0.18% +68 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: 7,738 shares; 2024Q4: 15,626 shares; 2025Q1: 15,776 shares; 2025Q2: 16,705 shares; 2025Q3: 17,130 shares; 2025Q4: 17,674 shares 17,674 $3.26M 0.18% +544 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,121 shares; 2024Q4: 21,189 shares; 2025Q1: 22,362 shares; 2025Q2: 22,639 shares; 2025Q3: 22,796 shares; 2025Q4: 23,001 shares 23,001 $3.16M 0.17% +205 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: 29,470 shares; 2024Q4: 29,300 shares; 2025Q1: 31,135 shares; 2025Q2: 33,228 shares; 2025Q3: 31,875 shares; 2025Q4: 32,573 shares 32,573 $3.15M 0.17% +698 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: 25,384 shares; 2024Q4: 26,006 shares; 2025Q1: 26,119 shares; 2025Q2: 28,194 shares; 2025Q3: 28,345 shares; 2025Q4: 27,425 shares 27,425 $3.14M 0.17% -920 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,201 shares; 2024Q4: 7,959 shares; 2025Q1: 8,528 shares; 2025Q2: 9,498 shares; 2025Q3: 10,538 shares; 2025Q4: 11,568 shares 11,568 $3.07M 0.17% +1,030 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 184,159 shares; 2024Q4: 416,091 shares; 2025Q1: 454,446 shares; 2025Q2: 498,091 shares; 2025Q3: 150,398 shares; 2025Q4: 109,761 shares 109,761 $2.91M 0.16% -40,637 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: 19,848 shares; 2024Q4: 20,237 shares; 2025Q1: 20,126 shares; 2025Q2: 22,377 shares; 2025Q3: 21,743 shares; 2025Q4: 20,691 shares 20,691 $2.8M 0.15% -1,052 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: 55,963 shares; 2024Q4: 60,505 shares; 2025Q1: 63,439 shares; 2025Q2: 69,559 shares; 2025Q3: 69,361 shares; 2025Q4: 74,489 shares 74,489 $2.7M 0.15% +5,128 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,846 shares; 2024Q4: 21,213 shares; 2025Q1: 21,898 shares; 2025Q2: 23,158 shares; 2025Q3: 24,310 shares; 2025Q4: 25,511 shares 25,511 $2.68M 0.15% +1,201 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: 49,900 shares; 2024Q4: 49,556 shares; 2025Q1: 51,231 shares; 2025Q2: 51,152 shares; 2025Q3: 47,553 shares; 2025Q4: 49,003 shares 49,003 $2.64M 0.15% +1,450 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: 51,951 shares; 2024Q4: 54,063 shares; 2025Q1: 58,103 shares; 2025Q2: 57,616 shares; 2025Q3: 55,706 shares; 2025Q4: 55,946 shares 55,946 $2.62M 0.14% +240 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,627 shares; 2024Q4: 33,593 shares; 2025Q1: 34,875 shares; 2025Q2: 38,988 shares; 2025Q3: 38,424 shares; 2025Q4: 37,239 shares 37,239 $2.59M 0.14% -1,185 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: 30,734 shares; 2024Q4: 44,137 shares; 2025Q1: 45,145 shares; 2025Q2: 52,283 shares; 2025Q3: 94,040 shares; 2025Q4: 100,868 shares 100,868 $2.57M 0.14% +6,828 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,023 shares; 2024Q4: 26,023 shares; 2025Q1: 26,023 shares; 2025Q2: 26,391 shares; 2025Q3: 26,391 shares; 2025Q4: 26,391 shares 26,391 $2.54M 0.14% 0 Timeline FNDB 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: 27,398 shares; 2024Q4: 84,145 shares; 2025Q1: 88,490 shares; 2025Q2: 98,247 shares; 2025Q3: 97,607 shares; 2025Q4: 95,185 shares 95,185 $2.53M 0.14% -2,422 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: 30,298 shares; 2024Q4: 30,635 shares; 2025Q1: 30,980 shares; 2025Q2: 43,029 shares; 2025Q3: 44,553 shares; 2025Q4: 43,231 shares 43,231 $2.52M 0.14% -1,322 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: 4,001 shares; 2024Q4: 4,010 shares; 2025Q1: 4,010 shares; 2025Q2: 4,010 shares; 2025Q3: 4,010 shares; 2025Q4: 4,000 shares 4,000 $2.46M 0.14% -10 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: 9,470 shares; 2024Q4: 9,421 shares; 2025Q1: 9,151 shares; 2025Q2: 9,904 shares; 2025Q3: 10,743 shares; 2025Q4: 11,536 shares 11,536 $2.24M 0.12% +793 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,659 shares; 2024Q4: 19,178 shares; 2025Q1: 16,649 shares; 2025Q2: 63,198 shares; 2025Q3: 63,844 shares; 2025Q4: 73,671 shares 73,671 $2.2M 0.12% +9,827 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,314 shares; 2024Q4: 55,118 shares; 2025Q1: 55,118 shares; 2025Q2: 54,675 shares; 2025Q3: 53,070 shares; 2025Q4: 53,010 shares 53,010 $2.18M 0.12% -60 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: 18,225 shares; 2024Q4: 18,225 shares; 2025Q1: 18,279 shares; 2025Q2: 18,225 shares; 2025Q3: 18,225 shares; 2025Q4: 18,225 shares 18,225 $2.18M 0.12% 0 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,824 shares; 2024Q4: 12,489 shares; 2025Q1: 12,943 shares; 2025Q2: 17,225 shares; 2025Q3: 18,480 shares; 2025Q4: 19,056 shares 19,056 $2.13M 0.12% +576 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: 22,252 shares; 2024Q4: 21,991 shares; 2025Q1: 21,991 shares; 2025Q2: 23,825 shares; 2025Q3: 22,829 shares; 2025Q4: 22,071 shares 22,071 $2.12M 0.12% -758 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: 9,023 shares; 2024Q4: 9,066 shares; 2025Q1: 9,499 shares; 2025Q2: 10,908 shares; 2025Q3: 11,235 shares; 2025Q4: 11,385 shares 11,385 $2.09M 0.11% +150 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,076 shares; 2024Q4: 2,135 shares; 2025Q1: 2,194 shares; 2025Q2: 2,622 shares; 2025Q3: 2,612 shares; 2025Q4: 21,936 shares 21,936 $2.06M 0.11% +19,324 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: not reported; 2024Q4: 18,972 shares; 2025Q1: 20,077 shares; 2025Q2: 35,912 shares; 2025Q3: 74,971 shares; 2025Q4: 84,510 shares 84,510 $1.98M 0.11% +9,539 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: 43,506 shares; 2024Q4: 43,433 shares; 2025Q1: 43,478 shares; 2025Q2: 43,528 shares; 2025Q3: 41,426 shares; 2025Q4: 41,426 shares 41,426 $1.95M 0.11% 0 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: 2,637 shares; 2024Q4: 2,554 shares; 2025Q1: 2,558 shares; 2025Q2: 2,553 shares; 2025Q3: 4,390 shares; 2025Q4: 4,102 shares 4,102 $1.94M 0.11% -288 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 29,874 shares; 2025Q3: 71,291 shares; 2025Q4: 81,967 shares 81,967 $1.81M 0.1% +10,676 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: 35,891 shares; 2024Q4: 39,360 shares; 2025Q1: 44,556 shares; 2025Q2: 42,835 shares; 2025Q3: 42,645 shares; 2025Q4: 42,649 shares 42,649 $1.77M 0.1% +4 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: 5,406 shares; 2024Q4: 5,386 shares; 2025Q1: 5,340 shares; 2025Q2: 6,259 shares; 2025Q3: 6,203 shares; 2025Q4: 5,040 shares 5,040 $1.73M 0.1% -1,163 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: 3,134 shares; 2024Q4: 3,263 shares; 2025Q1: 3,631 shares; 2025Q2: 5,288 shares; 2025Q3: 5,500 shares; 2025Q4: 5,583 shares 5,583 $1.7M 0.09% +83 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: 13,399 shares; 2024Q4: 13,515 shares; 2025Q1: 13,669 shares; 2025Q2: 14,503 shares; 2025Q3: 14,574 shares; 2025Q4: 13,457 shares 13,457 $1.69M 0.09% -1,117 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,464 shares; 2024Q4: 12,216 shares; 2025Q1: 12,125 shares; 2025Q2: 12,125 shares; 2025Q3: 12,125 shares; 2025Q4: 12,073 shares 12,073 $1.68M 0.09% -52 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: 1,019 shares; 2024Q4: 1,032 shares; 2025Q1: 1,086 shares; 2025Q2: 16,987 shares; 2025Q3: 17,621 shares; 2025Q4: 17,778 shares 17,778 $1.62M 0.09% +157 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,300 shares; 2024Q4: 3,300 shares; 2025Q1: 3,300 shares; 2025Q2: 3,300 shares; 2025Q3: 3,300 shares; 2025Q4: 3,300 shares 3,300 $1.59M 0.09% 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: 5,903 shares; 2024Q4: 5,072 shares; 2025Q1: 5,835 shares; 2025Q2: 6,952 shares; 2025Q3: 7,162 shares; 2025Q4: 7,386 shares 7,386 $1.58M 0.09% +224 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: 8,538 shares; 2024Q4: 8,698 shares; 2025Q1: 8,730 shares; 2025Q2: 9,227 shares; 2025Q3: 8,959 shares; 2025Q4: 7,666 shares 7,666 $1.58M 0.09% -1,293 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 644 shares; 2024Q4: 647 shares; 2025Q1: 654 shares; 2025Q2: 682 shares; 2025Q3: 688 shares; 2025Q4: 714 shares 714 $1.53M 0.08% +26 Timeline BSMQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,533 shares; 2024Q4: 71,705 shares; 2025Q1: 67,506 shares; 2025Q2: 65,489 shares; 2025Q3: 65,489 shares; 2025Q4: 64,664 shares 64,664 $1.53M 0.08% -825 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest 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: 6,692 shares; 2025Q4: 8,048 shares 8,048 $1.49M 0.08% +1,356 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: 1,761 shares; 2024Q4: 1,826 shares; 2025Q1: 1,805 shares; 2025Q2: 2,475 shares; 2025Q3: 2,561 shares; 2025Q4: 2,576 shares 2,576 $1.48M 0.08% +15 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: 31,160 shares; 2024Q4: 31,161 shares; 2025Q1: 31,160 shares; 2025Q2: 31,160 shares; 2025Q3: 31,160 shares; 2025Q4: 31,160 shares 31,160 $1.47M 0.08% 0 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: 5,562 shares; 2024Q4: 5,610 shares; 2025Q1: 6,295 shares; 2025Q2: 6,342 shares; 2025Q3: 6,458 shares; 2025Q4: 6,394 shares 6,394 $1.45M 0.08% -64 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,261 shares; 2025Q3: 6,527 shares; 2025Q4: 8,942 shares 8,942 $1.44M 0.08% +2,415 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: 9,352 shares; 2024Q4: 8,955 shares; 2025Q1: 10,066 shares; 2025Q2: 11,462 shares; 2025Q3: 12,503 shares; 2025Q4: 13,562 shares 13,562 $1.44M 0.08% +1,059 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: 3,912 shares; 2024Q4: 3,724 shares; 2025Q1: 4,019 shares; 2025Q2: 4,506 shares; 2025Q3: 4,647 shares; 2025Q4: 4,656 shares 4,656 $1.44M 0.08% +9 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: 5,946 shares; 2024Q4: 6,162 shares; 2025Q1: 6,272 shares; 2025Q2: 7,753 shares; 2025Q3: 7,944 shares; 2025Q4: 8,079 shares 8,079 $1.43M 0.08% +135 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,574 shares; 2024Q4: 29,968 shares; 2025Q1: 29,362 shares; 2025Q2: 30,502 shares; 2025Q3: 30,446 shares; 2025Q4: 26,640 shares 26,640 $1.43M 0.08% -3,806 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: 17,438 shares; 2024Q4: 18,480 shares; 2025Q1: 17,892 shares; 2025Q2: 24,276 shares; 2025Q3: 25,034 shares; 2025Q4: 25,798 shares 25,798 $1.42M 0.08% +764 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,305 shares; 2024Q4: 20,305 shares; 2025Q1: 19,603 shares; 2025Q2: 17,515 shares; 2025Q3: 17,515 shares; 2025Q4: 17,515 shares 17,515 $1.41M 0.08% 0 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,526 shares; 2024Q4: 1,532 shares; 2025Q1: 1,554 shares; 2025Q2: 1,816 shares; 2025Q3: 1,478 shares; 2025Q4: 2,456 shares 2,456 $1.39M 0.08% +978 Timeline PRFZ 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: 36,727 shares; 2024Q4: 33,492 shares; 2025Q1: 33,492 shares; 2025Q2: 33,492 shares; 2025Q3: 31,821 shares; 2025Q4: 29,916 shares 29,916 $1.37M 0.08% -1,905 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,181 shares; 2024Q4: 18,292 shares; 2025Q1: 18,376 shares; 2025Q2: 19,334 shares; 2025Q3: 19,043 shares; 2025Q4: 19,078 shares 19,078 $1.34M 0.07% +35 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,662 shares; 2024Q4: 6,627 shares; 2025Q1: 6,742 shares; 2025Q2: 10,983 shares; 2025Q3: 10,985 shares; 2025Q4: 10,575 shares 10,575 $1.33M 0.07% -410 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,749 shares; 2024Q4: 7,642 shares; 2025Q1: 8,025 shares; 2025Q2: 8,035 shares; 2025Q3: 8,423 shares; 2025Q4: 8,881 shares 8,881 $1.32M 0.07% +458 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: 3,205 shares; 2024Q4: 3,429 shares; 2025Q1: 3,593 shares; 2025Q2: 4,302 shares; 2025Q3: 4,294 shares; 2025Q4: 4,444 shares 4,444 $1.32M 0.07% +150 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: 14,093 shares; 2024Q4: 14,270 shares; 2025Q1: 14,737 shares; 2025Q2: 32,513 shares; 2025Q3: 33,039 shares; 2025Q4: 32,679 shares 32,679 $1.31M 0.07% -360 Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,516 shares; 2024Q4: 17,592 shares; 2025Q1: 17,797 shares; 2025Q2: 18,245 shares; 2025Q3: 17,950 shares; 2025Q4: 18,483 shares 18,483 $1.26M 0.07% +533 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: 8,486 shares; 2024Q4: 9,544 shares; 2025Q1: 9,524 shares; 2025Q2: 12,083 shares; 2025Q3: 12,555 shares; 2025Q4: 12,958 shares 12,958 $1.21M 0.07% +403 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,542 shares; 2024Q4: 1,576 shares; 2025Q1: 1,631 shares; 2025Q2: 1,876 shares; 2025Q3: 1,929 shares; 2025Q4: 1,985 shares 1,985 $1.2M 0.07% +56 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: 4,855 shares; 2024Q4: 5,017 shares; 2025Q1: 5,724 shares; 2025Q2: 7,273 shares; 2025Q3: 7,697 shares; 2025Q4: 7,358 shares 7,358 $1.19M 0.07% -339 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: 2,587 shares; 2024Q4: 2,630 shares; 2025Q1: 2,995 shares; 2025Q2: 2,628 shares; 2025Q3: 3,565 shares; 2025Q4: 3,578 shares 3,578 $1.18M 0.06% +13 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: 5,259 shares; 2025Q1: 6,636 shares; 2025Q2: 6,538 shares; 2025Q3: 6,769 shares; 2025Q4: 6,715 shares 6,715 $1.15M 0.06% -54 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: 13,478 shares; 2024Q4: 13,465 shares; 2025Q1: 13,465 shares; 2025Q2: 13,465 shares; 2025Q3: 13,465 shares; 2025Q4: 26,930 shares 26,930 $1.15M 0.06% +13,465 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: 469 shares; 2024Q4: 360 shares; 2025Q1: 837 shares; 2025Q2: 1,049 shares; 2025Q3: 1,037 shares; 2025Q4: 1,058 shares 1,058 $1.13M 0.06% +21 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: 2,931 shares; 2024Q4: 2,911 shares; 2025Q1: 3,173 shares; 2025Q2: 3,486 shares; 2025Q3: 3,260 shares; 2025Q4: 2,641 shares 2,641 $1.13M 0.06% -619 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: 1,844 shares; 2024Q4: 1,407 shares; 2025Q1: 1,443 shares; 2025Q2: 1,575 shares; 2025Q3: 1,852 shares; 2025Q4: 1,941 shares 1,941 $1.13M 0.06% +89 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: 5,362 shares; 2024Q4: 5,511 shares; 2025Q1: 5,316 shares; 2025Q2: 5,984 shares; 2025Q3: 5,734 shares; 2025Q4: 6,205 shares 6,205 $1.12M 0.06% +471 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,176 shares; 2025Q1: 3,927 shares; 2025Q2: 6,102 shares; 2025Q3: 6,266 shares; 2025Q4: 6,196 shares 6,196 $1.1M 0.06% -70 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: 668 shares; 2024Q4: 725 shares; 2025Q1: 783 shares; 2025Q2: 1,169 shares; 2025Q3: 1,218 shares; 2025Q4: 1,243 shares 1,243 $1.09M 0.06% +25 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,000 shares; 2024Q4: 7,000 shares; 2025Q1: 7,007 shares; 2025Q2: 7,057 shares; 2025Q3: 7,000 shares; 2025Q4: 7,000 shares 7,000 $988K 0.05% 0 Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,264 shares; 2024Q4: 2,288 shares; 2025Q1: 2,324 shares; 2025Q2: 2,494 shares; 2025Q3: 3,077 shares; 2025Q4: 3,795 shares 3,795 $957K 0.05% +718 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,408 shares; 2024Q4: 3,442 shares; 2025Q1: 3,493 shares; 2025Q2: 3,627 shares; 2025Q3: 3,635 shares; 2025Q4: 3,773 shares 3,773 $947K 0.05% +138 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: 2,144 shares; 2024Q4: not reported; 2025Q1: 2,840 shares; 2025Q2: 3,199 shares; 2025Q3: 3,131 shares; 2025Q4: 3,269 shares 3,269 $933K 0.05% +138 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: 7,972 shares; 2024Q4: 7,904 shares; 2025Q1: 9,740 shares; 2025Q2: 12,750 shares; 2025Q3: 9,154 shares; 2025Q4: 13,321 shares 13,321 $931K 0.05% +4,167 Timeline RGA REINSURANCE GROUP AMER INC More: the full row for REINSURANCE GROUP AMER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,368 shares; 2024Q4: 4,409 shares; 2025Q1: 4,182 shares; 2025Q2: 4,342 shares; 2025Q3: 4,465 shares; 2025Q4: 4,559 shares 4,559 $928K 0.05% +94 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: 598 shares; 2025Q1: 615 shares; 2025Q2: 858 shares; 2025Q3: 904 shares; 2025Q4: 864 shares 864 $925K 0.05% -40 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: 2,046 shares; 2024Q4: 2,104 shares; 2025Q1: 2,109 shares; 2025Q2: 2,526 shares; 2025Q3: 2,547 shares; 2025Q4: 2,574 shares 2,574 $909K 0.05% +27 Timeline CR CRANE COMPANY More: the full row for CRANE COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,543 shares; 2024Q4: 5,919 shares; 2025Q1: 5,681 shares; 2025Q2: 5,273 shares; 2025Q3: 5,145 shares; 2025Q4: 4,894 shares 4,894 $903K 0.05% -251 Timeline AFG AMERICAN FINANCIAL GROUP INC More: the full row for AMERICAN FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,494 shares; 2024Q4: 5,441 shares; 2025Q1: 5,471 shares; 2025Q2: 5,846 shares; 2025Q3: 6,465 shares; 2025Q4: 6,493 shares 6,493 $887K 0.05% +28 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,858 shares; 2025Q4: 12,579 shares 12,579 $873K 0.05% -1,279 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 32,704 shares; 2025Q4: 41,023 shares 41,023 $868K 0.05% +8,319 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: 22,810 shares; 2024Q4: 23,379 shares; 2025Q1: 23,198 shares; 2025Q2: 24,551 shares; 2025Q3: 24,881 shares; 2025Q4: 22,119 shares 22,119 $866K 0.05% -2,762 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: 1,087 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,038 shares; 2025Q3: 4,563 shares; 2025Q4: 4,064 shares 4,064 $855K 0.05% -499 Timeline UHS UNIVERSAL HLTH SVCS INC More: the full row for UNIVERSAL HLTH SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,327 shares; 2024Q4: 3,350 shares; 2025Q1: 3,393 shares; 2025Q2: 3,516 shares; 2025Q3: 3,799 shares; 2025Q4: 3,859 shares 3,859 $841K 0.05% +60 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: 941 shares; 2024Q4: 1,022 shares; 2025Q1: 1,006 shares; 2025Q2: 1,262 shares; 2025Q3: 1,278 shares; 2025Q4: 1,269 shares 1,269 $829K 0.05% -9 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,285 shares; 2024Q4: 9,336 shares; 2025Q1: 9,390 shares; 2025Q2: 10,036 shares; 2025Q3: 10,247 shares; 2025Q4: 10,317 shares 10,317 $822K 0.05% +70 Timeline RLI RLI CORP More: the full row for RLI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,759 shares; 2024Q4: 4,799 shares; 2025Q1: 9,787 shares; 2025Q2: 10,155 shares; 2025Q3: 11,904 shares; 2025Q4: 12,706 shares 12,706 $813K 0.04% +802 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,626 shares; 2024Q4: 1,676 shares; 2025Q1: 1,849 shares; 2025Q2: 1,968 shares; 2025Q3: 2,244 shares; 2025Q4: 2,595 shares 2,595 $812K 0.04% +351 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: 13,185 shares; 2024Q4: 13,000 shares; 2025Q1: 13,000 shares; 2025Q2: 13,000 shares; 2025Q3: 13,000 shares; 2025Q4: 13,000 shares 13,000 $812K 0.04% 0 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,470 shares; 2024Q4: 6,559 shares; 2025Q1: 6,672 shares; 2025Q2: 7,653 shares; 2025Q3: 7,290 shares; 2025Q4: 8,424 shares 8,424 $808K 0.04% +1,134 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,600 shares; 2024Q4: 5,600 shares; 2025Q1: 5,600 shares; 2025Q2: 5,600 shares; 2025Q3: 5,600 shares; 2025Q4: 5,600 shares 5,600 $804K 0.04% 0 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: 4,141 shares; 2024Q4: 3,479 shares; 2025Q1: 3,073 shares; 2025Q2: 3,852 shares; 2025Q3: 3,890 shares; 2025Q4: 3,699 shares 3,699 $803K 0.04% -191 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: 1,076 shares; 2025Q1: 1,107 shares; 2025Q2: 1,184 shares; 2025Q3: 1,193 shares; 2025Q4: 1,177 shares 1,177 $793K 0.04% -16 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: 8,982 shares; 2024Q4: 9,017 shares; 2025Q1: 9,427 shares; 2025Q2: 11,271 shares; 2025Q3: 11,003 shares; 2025Q4: 12,424 shares 12,424 $792K 0.04% +1,421 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,378 shares; 2024Q4: 13,291 shares; 2025Q1: 13,749 shares; 2025Q2: 14,295 shares; 2025Q3: 13,841 shares; 2025Q4: 14,036 shares 14,036 $768K 0.04% +195 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: not reported; 2024Q4: 3,596 shares; 2025Q1: 3,764 shares; 2025Q2: 6,117 shares; 2025Q3: 6,347 shares; 2025Q4: 6,457 shares 6,457 $753K 0.04% +110 Timeline ESGU 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: 5,048 shares; 2024Q4: 5,048 shares; 2025Q1: 5,048 shares; 2025Q2: 5,048 shares; 2025Q3: 5,048 shares; 2025Q4: 5,048 shares 5,048 $752K 0.04% 0 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: 5,883 shares; 2024Q4: 5,841 shares; 2025Q1: 6,951 shares; 2025Q2: 9,419 shares; 2025Q3: 9,100 shares; 2025Q4: 9,365 shares 9,365 $752K 0.04% +265 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,848 shares; 2025Q3: 3,069 shares; 2025Q4: 3,099 shares 3,099 $751K 0.04% +30 Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,154 shares; 2024Q4: 4,223 shares; 2025Q1: 4,316 shares; 2025Q2: 5,015 shares; 2025Q3: 4,823 shares; 2025Q4: 5,499 shares 5,499 $749K 0.04% +676 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,529 shares; 2025Q2: 3,025 shares; 2025Q3: 3,644 shares; 2025Q4: 5,002 shares 5,002 $733K 0.04% +1,358 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,459 shares; 2024Q4: 2,539 shares; 2025Q1: 2,583 shares; 2025Q2: 3,143 shares; 2025Q3: 3,127 shares; 2025Q4: 3,199 shares 3,199 $729K 0.04% +72 Timeline BAH BOOZ ALLEN HAMILTON HLDG COR More: the full row for BOOZ ALLEN HAMILTON HLDG COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,110 shares; 2024Q4: 6,159 shares; 2025Q1: 6,317 shares; 2025Q2: 6,739 shares; 2025Q3: 7,537 shares; 2025Q4: 8,601 shares 8,601 $726K 0.04% +1,064 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: 27,572 shares; 2024Q4: 27,838 shares; 2025Q1: 29,414 shares; 2025Q2: 31,733 shares; 2025Q3: 32,823 shares; 2025Q4: 31,753 shares 31,753 $719K 0.04% -1,070 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: 1,226 shares; 2024Q4: 1,267 shares; 2025Q1: 1,450 shares; 2025Q2: 1,558 shares; 2025Q3: 1,464 shares; 2025Q4: 1,566 shares 1,566 $710K 0.04% +102 Timeline IBMO 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: 11,781 shares; 2025Q1: 27,461 shares; 2025Q2: 27,461 shares; 2025Q3: 27,461 shares; 2025Q4: 27,461 shares 27,461 $704K 0.04% 0 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 974 shares; 2024Q4: 975 shares; 2025Q1: 1,032 shares; 2025Q2: 1,091 shares; 2025Q3: 1,102 shares; 2025Q4: 1,146 shares 1,146 $701K 0.04% +44 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,230 shares; 2025Q1: 4,168 shares; 2025Q2: 5,270 shares; 2025Q3: 5,558 shares; 2025Q4: 5,307 shares 5,307 $695K 0.04% -251 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: 3,167 shares; 2024Q4: 3,488 shares; 2025Q1: 3,424 shares; 2025Q2: 4,645 shares; 2025Q3: 4,818 shares; 2025Q4: 4,513 shares 4,513 $693K 0.04% -305 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: 1,914 shares; 2024Q4: 1,982 shares; 2025Q1: 1,969 shares; 2025Q2: 2,200 shares; 2025Q3: 2,272 shares; 2025Q4: 2,176 shares 2,176 $693K 0.04% -96 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,099 shares; 2024Q4: 3,200 shares; 2025Q1: 3,387 shares; 2025Q2: 3,949 shares; 2025Q3: 3,910 shares; 2025Q4: 4,066 shares 4,066 $691K 0.04% +156 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,418 shares; 2024Q4: 3,474 shares; 2025Q1: 3,506 shares; 2025Q2: 3,956 shares; 2025Q3: 3,937 shares; 2025Q4: 3,855 shares 3,855 $688K 0.04% -82 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,845 shares; 2024Q4: 22,040 shares; 2025Q1: 22,814 shares; 2025Q2: 24,016 shares; 2025Q3: 24,355 shares; 2025Q4: 25,151 shares 25,151 $688K 0.04% +796 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,484 shares; 2024Q4: 4,646 shares; 2025Q1: 5,046 shares; 2025Q2: 5,554 shares; 2025Q3: 5,744 shares; 2025Q4: 5,794 shares 5,794 $673K 0.04% +50 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: 1,290 shares; 2024Q4: 1,221 shares; 2025Q1: 1,488 shares; 2025Q2: 1,761 shares; 2025Q3: 1,961 shares; 2025Q4: 1,974 shares 1,974 $665K 0.04% +13 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: 454 shares; 2024Q4: 462 shares; 2025Q1: 475 shares; 2025Q2: 506 shares; 2025Q3: 485 shares; 2025Q4: 499 shares 499 $664K 0.04% +14 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,941 shares; 2024Q4: 14,151 shares; 2025Q1: 14,903 shares; 2025Q2: 15,723 shares; 2025Q3: 15,381 shares; 2025Q4: 14,884 shares 14,884 $652K 0.04% -497 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,885 shares; 2024Q4: 5,861 shares; 2025Q1: 6,120 shares; 2025Q2: 6,288 shares; 2025Q3: 7,025 shares; 2025Q4: 7,942 shares 7,942 $647K 0.04% +917 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: 14,140 shares; 2024Q4: 13,866 shares; 2025Q1: 15,150 shares; 2025Q2: 18,126 shares; 2025Q3: 15,351 shares; 2025Q4: 15,838 shares 15,838 $645K 0.04% +487 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,514 shares; 2024Q4: 2,676 shares; 2025Q1: 3,589 shares; 2025Q2: 3,911 shares; 2025Q3: 4,586 shares; 2025Q4: 4,640 shares 4,640 $640K 0.04% +54 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 300 shares; 2024Q4: 306 shares; 2025Q1: 319 shares; 2025Q2: 338 shares; 2025Q3: 362 shares; 2025Q4: 375 shares 375 $634K 0.03% +13 Timeline SFM SPROUTS FMRS MKT INC More: the full row for SPROUTS FMRS MKT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,635 shares; 2024Q4: 8,659 shares; 2025Q1: 8,345 shares; 2025Q2: 8,362 shares; 2025Q3: 7,156 shares; 2025Q4: 7,956 shares 7,956 $634K 0.03% +800 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: 1,430 shares; 2024Q4: not reported; 2025Q1: 1,498 shares; 2025Q2: 2,828 shares; 2025Q3: 2,365 shares; 2025Q4: 2,435 shares 2,435 $626K 0.03% +70 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 496 shares; 2025Q3: 501 shares; 2025Q4: 508 shares 508 $617K 0.03% +7 Timeline MDYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,073 shares; 2025Q3: 7,075 shares; 2025Q4: 7,078 shares 7,078 $599K 0.03% +3 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,649 shares; 2024Q4: 1,549 shares; 2025Q1: 1,503 shares; 2025Q2: 1,503 shares; 2025Q3: 1,503 shares; 2025Q4: 1,503 shares 1,503 $596K 0.03% 0 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,238 shares; 2024Q4: 7,801 shares; 2025Q1: 9,240 shares; 2025Q2: 10,219 shares; 2025Q3: 8,727 shares; 2025Q4: 10,895 shares 10,895 $592K 0.03% +2,168 Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,330 shares; 2025Q3: 6,330 shares; 2025Q4: 6,331 shares 6,331 $585K 0.03% +1 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: 19,237 shares; 2024Q4: 19,116 shares; 2025Q1: 4,269 shares; 2025Q2: 4,804 shares; 2025Q3: 4,481 shares; 2025Q4: 6,916 shares 6,916 $582K 0.03% +2,435 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,800 shares 1,800 $581K 0.03% new Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,551 shares; 2025Q1: 4,124 shares; 2025Q2: 5,691 shares; 2025Q3: 6,129 shares; 2025Q4: 6,191 shares 6,191 $580K 0.03% +62 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,987 shares; 2024Q4: 4,345 shares; 2025Q1: 4,831 shares; 2025Q2: 6,343 shares; 2025Q3: 5,274 shares; 2025Q4: 6,058 shares 6,058 $578K 0.03% +784 Timeline TMHC TAYLOR MORRISON HOME CORP More: the full row for TAYLOR MORRISON HOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,103 shares; 2024Q4: 9,451 shares; 2025Q1: 8,901 shares; 2025Q2: 9,229 shares; 2025Q3: 9,385 shares; 2025Q4: 9,794 shares 9,794 $577K 0.03% +409 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: 19,166 shares; 2024Q4: 22,907 shares; 2025Q1: 27,243 shares; 2025Q2: 26,449 shares; 2025Q3: 28,272 shares; 2025Q4: 22,995 shares 22,995 $571K 0.03% -5,277 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,506 shares; 2024Q4: 3,068 shares; 2025Q1: 3,216 shares; 2025Q2: 3,443 shares; 2025Q3: 3,443 shares; 2025Q4: 3,485 shares 3,485 $561K 0.03% +42 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: 3,074 shares; 2024Q4: 3,416 shares; 2025Q1: 3,882 shares; 2025Q2: 4,518 shares; 2025Q3: 4,602 shares; 2025Q4: 4,660 shares 4,660 $560K 0.03% +58 Timeline XPO XPO INC More: the full row for XPO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,097 shares 4,097 $557K 0.03% new 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: 339 shares; 2024Q4: 426 shares; 2025Q1: 485 shares; 2025Q2: 777 shares; 2025Q3: 751 shares; 2025Q4: 822 shares 822 $545K 0.03% +71 Timeline MUSA MURPHY USA INC More: the full row for MURPHY USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 952 shares; 2024Q4: 956 shares; 2025Q1: 958 shares; 2025Q2: 1,001 shares; 2025Q3: 1,129 shares; 2025Q4: 1,333 shares 1,333 $538K 0.03% +204 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,500 shares 5,500 $533K 0.03% new Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,035 shares; 2024Q4: 9,749 shares; 2025Q1: 10,063 shares; 2025Q2: 10,866 shares; 2025Q3: 10,774 shares; 2025Q4: 10,053 shares 10,053 $531K 0.03% -721 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,578 shares; 2024Q4: 1,576 shares; 2025Q1: 1,759 shares; 2025Q2: 2,105 shares; 2025Q3: 2,588 shares; 2025Q4: 2,822 shares 2,822 $531K 0.03% +234 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,982 shares; 2024Q4: 2,982 shares; 2025Q1: 3,279 shares; 2025Q2: 3,703 shares; 2025Q3: 3,315 shares; 2025Q4: 3,253 shares 3,253 $527K 0.03% -62 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,506 shares; 2024Q4: 1,600 shares; 2025Q1: 1,860 shares; 2025Q2: 2,575 shares; 2025Q3: 2,027 shares; 2025Q4: 2,122 shares 2,122 $515K 0.03% +95 Timeline BNL BROADSTONE NET LEASE INC More: the full row for BROADSTONE NET LEASE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 29,128 shares 29,128 $514K 0.03% new Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,118 shares 6,118 $510K 0.03% new 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: 6,656 shares; 2024Q4: 6,562 shares; 2025Q1: 7,998 shares; 2025Q2: 10,025 shares; 2025Q3: 10,848 shares; 2025Q4: 8,682 shares 8,682 $510K 0.03% -2,166 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,169 shares; 2024Q4: 51,636 shares; 2025Q1: 57,199 shares; 2025Q2: 61,287 shares; 2025Q3: 14,832 shares; 2025Q4: 13,883 shares 13,883 $509K 0.03% -949 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,661 shares; 2025Q1: 2,681 shares; 2025Q2: 2,963 shares; 2025Q3: 3,002 shares; 2025Q4: 2,961 shares 2,961 $502K 0.03% -41 Timeline DBX DROPBOX INC More: the full row for DROPBOX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,799 shares; 2024Q4: 11,076 shares; 2025Q1: 11,744 shares; 2025Q2: 12,824 shares; 2025Q3: 15,846 shares; 2025Q4: 17,716 shares 17,716 $493K 0.03% +1,870 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: 1,990 shares; 2024Q4: 1,931 shares; 2025Q1: 2,041 shares; 2025Q2: 2,491 shares; 2025Q3: 2,308 shares; 2025Q4: 2,109 shares 2,109 $488K 0.03% -199 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,047 shares; 2024Q4: 6,804 shares; 2025Q1: 7,842 shares; 2025Q2: 8,107 shares; 2025Q3: 7,584 shares; 2025Q4: 9,582 shares 9,582 $488K 0.03% +1,998 Timeline FOXA FOX CORP More: the full row for FOX 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: 6,629 shares 6,629 $484K 0.03% new 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: 3,078 shares; 2024Q4: not reported; 2025Q1: 4,149 shares; 2025Q2: 5,992 shares; 2025Q3: 6,063 shares; 2025Q4: 5,924 shares 5,924 $484K 0.03% -139 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,407 shares 2,407 $481K 0.03% new 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: 2,110 shares; 2024Q4: 2,149 shares; 2025Q1: 2,189 shares; 2025Q2: 2,271 shares; 2025Q3: 2,318 shares; 2025Q4: 2,373 shares 2,373 $478K 0.03% +55 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: 1,299 shares; 2024Q4: 1,373 shares; 2025Q1: 1,586 shares; 2025Q2: 1,684 shares; 2025Q3: 1,381 shares; 2025Q4: 2,164 shares 2,164 $475K 0.03% +783 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,053 shares; 2024Q4: 12,094 shares; 2025Q1: 14,062 shares; 2025Q2: 15,851 shares; 2025Q3: 16,894 shares; 2025Q4: 16,935 shares 16,935 $474K 0.03% +41 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: 8,560 shares; 2024Q4: 8,226 shares; 2025Q1: 8,622 shares; 2025Q2: 7,717 shares; 2025Q3: 7,682 shares; 2025Q4: 7,804 shares 7,804 $472K 0.03% +122 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: 5,440 shares; 2024Q4: 5,455 shares; 2025Q1: 5,460 shares; 2025Q2: 6,138 shares; 2025Q3: 6,034 shares; 2025Q4: 5,839 shares 5,839 $461K 0.03% -195 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 716 shares; 2024Q4: 730 shares; 2025Q1: 735 shares; 2025Q2: 896 shares; 2025Q3: 948 shares; 2025Q4: 1,013 shares 1,013 $450K 0.02% +65 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,903 shares; 2025Q1: 6,906 shares; 2025Q2: 7,919 shares; 2025Q3: 8,957 shares; 2025Q4: 9,004 shares 9,004 $449K 0.02% +47 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: 979 shares; 2024Q4: 1,037 shares; 2025Q1: 960 shares; 2025Q2: 1,368 shares; 2025Q3: 1,441 shares; 2025Q4: 1,432 shares 1,432 $448K 0.02% -9 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: 3,058 shares; 2024Q4: 2,387 shares; 2025Q1: 2,417 shares; 2025Q2: 2,958 shares; 2025Q3: 3,106 shares; 2025Q4: 3,063 shares 3,063 $443K 0.02% -43 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: 6,777 shares 6,777 $443K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,985 shares; 2025Q3: 2,277 shares; 2025Q4: 2,386 shares 2,386 $443K 0.02% +109 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,238 shares; 2025Q3: 4,401 shares; 2025Q4: 4,433 shares 4,433 $443K 0.02% +32 Timeline OKTA OKTA INC More: the full row for OKTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,978 shares; 2024Q4: 4,026 shares; 2025Q1: 4,437 shares; 2025Q2: 4,771 shares; 2025Q3: 4,635 shares; 2025Q4: 5,100 shares 5,100 $441K 0.02% +465 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: 539 shares; 2024Q4: 566 shares; 2025Q1: 581 shares; 2025Q2: 747 shares; 2025Q3: 733 shares; 2025Q4: 2,870 shares 2,870 $440K 0.02% +2,137 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,394 shares; 2024Q4: 4,278 shares; 2025Q1: 4,276 shares; 2025Q2: 5,162 shares; 2025Q3: 5,477 shares; 2025Q4: 5,638 shares 5,638 $436K 0.02% +161 Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,770 shares 3,770 $433K 0.02% new 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: 7,780 shares; 2024Q4: 7,840 shares; 2025Q1: 8,424 shares; 2025Q2: 5,051 shares; 2025Q3: 5,222 shares; 2025Q4: 5,306 shares 5,306 $431K 0.02% +84 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,362 shares; 2024Q4: 4,442 shares; 2025Q1: 4,405 shares; 2025Q2: 4,039 shares; 2025Q3: 3,890 shares; 2025Q4: 4,023 shares 4,023 $431K 0.02% +133 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,123 shares; 2024Q4: 5,361 shares; 2025Q1: 5,744 shares; 2025Q2: 7,310 shares; 2025Q3: 7,186 shares; 2025Q4: 7,117 shares 7,117 $428K 0.02% -69 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,356 shares; 2024Q4: 2,408 shares; 2025Q1: 2,792 shares; 2025Q2: 2,969 shares; 2025Q3: 3,097 shares; 2025Q4: 4,112 shares 4,112 $426K 0.02% +1,015 Timeline VT 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: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares 3,000 $423K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: 6,730 shares; 2025Q2: 9,967 shares; 2025Q3: 12,795 shares; 2025Q4: 9,097 shares 9,097 $423K 0.02% -3,698 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,173 shares; 2025Q2: 3,918 shares; 2025Q3: 3,459 shares; 2025Q4: 4,579 shares 4,579 $421K 0.02% +1,120 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: 474 shares; 2024Q4: 480 shares; 2025Q1: 466 shares; 2025Q2: 591 shares; 2025Q3: 598 shares; 2025Q4: 519 shares 519 $420K 0.02% -79 Timeline HST HOST HOTELS & RESORTS INC More: the full row for HOST HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,300 shares; 2024Q4: 14,495 shares; 2025Q1: 15,255 shares; 2025Q2: 19,777 shares; 2025Q3: 21,082 shares; 2025Q4: 23,203 shares 23,203 $420K 0.02% +2,121 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,436 shares; 2024Q4: 1,488 shares; 2025Q1: 2,003 shares; 2025Q2: 2,127 shares; 2025Q3: 2,018 shares; 2025Q4: 2,058 shares 2,058 $418K 0.02% +40 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: not reported; 2024Q4: not reported; 2025Q1: 9,828 shares; 2025Q2: 10,432 shares; 2025Q3: 10,031 shares; 2025Q4: 11,245 shares 11,245 $415K 0.02% +1,214 Timeline GDDY GODADDY INC More: the full row for GODADDY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,560 shares; 2024Q4: 2,581 shares; 2025Q1: 2,717 shares; 2025Q2: 3,151 shares; 2025Q3: 2,871 shares; 2025Q4: 3,328 shares 3,328 $413K 0.02% +457 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: 20,535 shares; 2024Q4: 20,956 shares; 2025Q1: 24,687 shares; 2025Q2: 30,523 shares; 2025Q3: 26,042 shares; 2025Q4: 26,031 shares 26,031 $413K 0.02% -11 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 845 shares 845 $412K 0.02% new Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,741 shares; 2025Q3: 3,884 shares; 2025Q4: 4,767 shares 4,767 $411K 0.02% +883 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: 493 shares; 2024Q4: not reported; 2025Q1: 837 shares; 2025Q2: 1,028 shares; 2025Q3: 775 shares; 2025Q4: 881 shares 881 $411K 0.02% +106 Timeline SUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,498 shares; 2024Q4: 14,586 shares; 2025Q1: 14,586 shares; 2025Q2: 14,586 shares; 2025Q3: 16,223 shares; 2025Q4: 16,260 shares 16,260 $410K 0.02% +37 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: 721 shares; 2024Q4: 596 shares; 2025Q1: 560 shares; 2025Q2: 983 shares; 2025Q3: 912 shares; 2025Q4: 1,162 shares 1,162 $407K 0.02% +250 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,565 shares; 2025Q3: not reported; 2025Q4: 5,096 shares 5,096 $403K 0.02% new Timeline NUSC NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,959 shares; 2024Q4: 8,966 shares; 2025Q1: 8,966 shares; 2025Q2: 8,966 shares; 2025Q3: 8,969 shares; 2025Q4: 8,981 shares 8,981 $401K 0.02% +12 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,310 shares 7,310 $400K 0.02% 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: 5,724 shares; 2024Q4: 6,953 shares; 2025Q1: 7,220 shares; 2025Q2: 7,908 shares; 2025Q3: 8,791 shares; 2025Q4: 9,175 shares 9,175 $400K 0.02% +384 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,492 shares; 2024Q4: 2,512 shares; 2025Q1: 2,537 shares; 2025Q2: 2,836 shares; 2025Q3: 2,817 shares; 2025Q4: 2,927 shares 2,927 $399K 0.02% +110 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: 2,666 shares; 2024Q4: 10,534 shares; 2025Q1: 13,965 shares; 2025Q2: 13,965 shares; 2025Q3: 13,966 shares; 2025Q4: 14,528 shares 14,528 $399K 0.02% +562 Timeline ABFL ABACUS FCF ETF TR More: the full row for ABACUS FCF ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,544 shares; 2024Q4: 5,544 shares; 2025Q1: 5,544 shares; 2025Q2: 5,544 shares; 2025Q3: 5,544 shares; 2025Q4: 5,544 shares 5,544 $396K 0.02% 0 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,589 shares; 2024Q4: 7,554 shares; 2025Q1: 8,935 shares; 2025Q2: 12,136 shares; 2025Q3: 4,545 shares; 2025Q4: 4,363 shares 4,363 $390K 0.02% -182 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: 10,895 shares; 2024Q4: 11,054 shares; 2025Q1: 13,290 shares; 2025Q2: 2,810 shares; 2025Q3: not reported; 2025Q4: 3,927 shares 3,927 $390K 0.02% new Timeline MGEE MGE ENERGY INC More: the full row for MGE 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: not reported; 2025Q3: 5,098 shares; 2025Q4: 4,960 shares 4,960 $389K 0.02% -138 Timeline GUNR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,467 shares; 2024Q4: 8,467 shares; 2025Q1: 8,467 shares; 2025Q2: 8,467 shares; 2025Q3: 8,467 shares; 2025Q4: 8,467 shares 8,467 $388K 0.02% 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: 4,987 shares; 2024Q4: 4,987 shares; 2025Q1: 4,635 shares; 2025Q2: 4,635 shares; 2025Q3: 4,635 shares; 2025Q4: 4,635 shares 4,635 $384K 0.02% 0 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,563 shares; 2024Q4: 3,641 shares; 2025Q1: 3,843 shares; 2025Q2: 4,078 shares; 2025Q3: 4,428 shares; 2025Q4: 4,671 shares 4,671 $383K 0.02% +243 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,859 shares; 2025Q4: 15,859 shares 15,859 $381K 0.02% 0 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,867 shares; 2024Q4: 4,640 shares; 2025Q1: 7,072 shares; 2025Q2: 6,993 shares; 2025Q3: 5,222 shares; 2025Q4: 5,188 shares 5,188 $381K 0.02% -34 Timeline SPDN DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,324 shares; 2024Q4: 21,324 shares; 2025Q1: 28,403 shares; 2025Q2: 28,403 shares; 2025Q3: 26,820 shares; 2025Q4: 40,145 shares 40,145 $379K 0.02% +13,325 Timeline QLYS QUALYS INC More: the full row for QUALYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,781 shares; 2024Q4: 1,830 shares; 2025Q1: 1,871 shares; 2025Q2: 2,127 shares; 2025Q3: 2,301 shares; 2025Q4: 2,816 shares 2,816 $374K 0.02% +515 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: 1,376 shares; 2024Q4: 1,482 shares; 2025Q1: 1,679 shares; 2025Q2: 2,386 shares; 2025Q3: 2,494 shares; 2025Q4: 2,425 shares 2,425 $374K 0.02% -69 Timeline VSGX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,118 shares; 2024Q4: 5,151 shares; 2025Q1: 5,151 shares; 2025Q2: 5,151 shares; 2025Q3: 5,151 shares; 2025Q4: 5,149 shares 5,149 $369K 0.02% -2 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,036 shares; 2025Q3: 941 shares; 2025Q4: 1,264 shares 1,264 $367K 0.02% +323 Timeline AER AERCAP HOLDINGS NV More: the full row for AERCAP HOLDINGS NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,767 shares; 2024Q4: 2,772 shares; 2025Q1: 2,531 shares; 2025Q2: 2,532 shares; 2025Q3: 2,532 shares; 2025Q4: 2,546 shares 2,546 $366K 0.02% +14 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,549 shares 5,549 $363K 0.02% new Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,829 shares; 2025Q3: 2,845 shares; 2025Q4: 2,825 shares 2,825 $361K 0.02% -20 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: 11,485 shares; 2024Q4: 11,101 shares; 2025Q1: 11,787 shares; 2025Q2: 12,318 shares; 2025Q3: 12,751 shares; 2025Q4: 13,783 shares 13,783 $357K 0.02% +1,032 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 471 shares; 2025Q2: 588 shares; 2025Q3: 612 shares; 2025Q4: 612 shares 612 $355K 0.02% 0 Timeline IBMP 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: 9,951 shares; 2025Q1: 13,914 shares; 2025Q2: 13,914 shares; 2025Q3: 13,914 shares; 2025Q4: 13,914 shares 13,914 $353K 0.02% 0 Timeline CROX CROCS INC More: the full row for CROCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,064 shares 4,064 $348K 0.02% new Timeline APA APA CORPORATION More: the full row for APA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,114 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,158 shares; 2025Q3: 14,142 shares; 2025Q4: 14,084 shares 14,084 $344K 0.02% -58 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: 31,884 shares; 2024Q4: not reported; 2025Q1: 3,058 shares; 2025Q2: 4,075 shares; 2025Q3: 4,233 shares; 2025Q4: 4,308 shares 4,308 $342K 0.02% +75 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: 2,881 shares; 2024Q4: 2,851 shares; 2025Q1: 2,978 shares; 2025Q2: 3,154 shares; 2025Q3: 4,055 shares; 2025Q4: 5,050 shares 5,050 $339K 0.02% +995 Timeline ANF ABERCROMBIE & FITCH CO More: the full row for ABERCROMBIE & FITCH 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: 2,679 shares 2,679 $337K 0.02% new 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: 1,302 shares; 2024Q4: 1,302 shares; 2025Q1: 1,302 shares; 2025Q2: 1,302 shares; 2025Q3: 1,302 shares; 2025Q4: 1,302 shares 1,302 $336K 0.02% 0 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 739 shares; 2024Q4: 741 shares; 2025Q1: 816 shares; 2025Q2: 998 shares; 2025Q3: 968 shares; 2025Q4: 1,044 shares 1,044 $334K 0.02% +76 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: 370 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 363 shares; 2025Q4: 432 shares 432 $333K 0.02% +69 Timeline CNR CORE NATURAL RESOURCES INC More: the full row for CORE NATURAL RESOURCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,194 shares; 2025Q2: 3,401 shares; 2025Q3: 3,696 shares; 2025Q4: 3,738 shares 3,738 $331K 0.02% +42 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,081 shares; 2025Q4: 4,195 shares 4,195 $330K 0.02% +114 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 308 shares; 2025Q3: 353 shares; 2025Q4: 374 shares 374 $329K 0.02% +21 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: 1,183 shares; 2025Q4: 1,188 shares 1,188 $328K 0.02% +5 Timeline HDB HDFC BANK LTD More: the full row for HDFC BANK 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: 4,150 shares; 2025Q3: 6,779 shares; 2025Q4: 8,936 shares 8,936 $327K 0.02% +2,157 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: 6,699 shares; 2024Q4: 6,586 shares; 2025Q1: 6,109 shares; 2025Q2: 6,736 shares; 2025Q3: 5,826 shares; 2025Q4: 6,420 shares 6,420 $326K 0.02% +594 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,064 shares; 2025Q3: 2,922 shares; 2025Q4: 2,777 shares 2,777 $325K 0.02% -145 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: 3,132 shares; 2024Q4: 3,382 shares; 2025Q1: 3,350 shares; 2025Q2: 3,886 shares; 2025Q3: 3,374 shares; 2025Q4: 3,804 shares 3,804 $324K 0.02% +430 Timeline SWKS SKYWORKS SOLUTIONS INC More: the full row for SKYWORKS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,867 shares; 2024Q4: 3,010 shares; 2025Q1: 3,386 shares; 2025Q2: 4,406 shares; 2025Q3: 4,665 shares; 2025Q4: 5,099 shares 5,099 $323K 0.02% +434 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,999 shares; 2024Q4: 4,085 shares; 2025Q1: 3,854 shares; 2025Q2: 4,998 shares; 2025Q3: 5,828 shares; 2025Q4: 5,026 shares 5,026 $323K 0.02% -802 Timeline JLL JONES LANG LASALLE INC More: the full row for JONES LANG LASALLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 922 shares; 2024Q4: not reported; 2025Q1: 838 shares; 2025Q2: 948 shares; 2025Q3: 958 shares; 2025Q4: 956 shares 956 $322K 0.02% -2 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 923 shares; 2024Q4: 943 shares; 2025Q1: 959 shares; 2025Q2: 1,095 shares; 2025Q3: 1,101 shares; 2025Q4: 1,419 shares 1,419 $317K 0.02% +318 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP 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: 12,133 shares; 2025Q2: 12,912 shares; 2025Q3: 14,572 shares; 2025Q4: 12,190 shares 12,190 $312K 0.02% -2,382 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: not reported; 2024Q4: 814 shares; 2025Q1: 908 shares; 2025Q2: 958 shares; 2025Q3: 972 shares; 2025Q4: 1,071 shares 1,071 $308K 0.02% +99 Timeline OC OWENS CORNING NEW More: the full row for OWENS CORNING NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,616 shares; 2024Q4: 1,642 shares; 2025Q1: 1,745 shares; 2025Q2: 2,104 shares; 2025Q3: 2,225 shares; 2025Q4: 2,719 shares 2,719 $304K 0.02% +494 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: 895 shares; 2024Q4: 849 shares; 2025Q1: 1,369 shares; 2025Q2: 1,578 shares; 2025Q3: 917 shares; 2025Q4: 1,104 shares 1,104 $304K 0.02% +187 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,143 shares; 2024Q4: 2,236 shares; 2025Q1: 2,195 shares; 2025Q2: 1,600 shares; 2025Q3: 1,613 shares; 2025Q4: 1,631 shares 1,631 $302K 0.02% +18 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: not reported; 2024Q4: not reported; 2025Q1: 2,661 shares; 2025Q2: 3,513 shares; 2025Q3: 4,609 shares; 2025Q4: 3,448 shares 3,448 $301K 0.02% -1,161 Timeline MGY MAGNOLIA OIL & GAS CORP More: the full row for MAGNOLIA OIL & GAS 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: 13,657 shares 13,657 $299K 0.02% 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: not reported; 2024Q4: not reported; 2025Q1: 814 shares; 2025Q2: 1,050 shares; 2025Q3: 1,144 shares; 2025Q4: 1,135 shares 1,135 $299K 0.02% -9 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: 3,425 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,730 shares; 2025Q3: 3,710 shares; 2025Q4: 4,060 shares 4,060 $299K 0.02% +350 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: 6,648 shares; 2024Q4: 5,740 shares; 2025Q1: 5,674 shares; 2025Q2: 7,043 shares; 2025Q3: 7,177 shares; 2025Q4: 7,718 shares 7,718 $299K 0.02% +541 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,575 shares; 2025Q4: 1,684 shares 1,684 $296K 0.02% +109 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,676 shares; 2025Q4: 1,709 shares 1,709 $294K 0.02% +33 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: 1,974 shares; 2024Q4: 2,010 shares; 2025Q1: 2,033 shares; 2025Q2: 2,299 shares; 2025Q3: 2,824 shares; 2025Q4: 2,829 shares 2,829 $294K 0.02% +5 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: 14,376 shares; 2024Q4: 13,652 shares; 2025Q1: 19,984 shares; 2025Q2: 24,125 shares; 2025Q3: 24,162 shares; 2025Q4: 22,395 shares 22,395 $294K 0.02% -1,767 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: not reported; 2024Q4: not reported; 2025Q1: 113 shares; 2025Q2: 148 shares; 2025Q3: 139 shares; 2025Q4: 145 shares 145 $292K 0.02% +6 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: not reported; 2024Q4: not reported; 2025Q1: 902 shares; 2025Q2: 1,057 shares; 2025Q3: 1,155 shares; 2025Q4: 1,005 shares 1,005 $292K 0.02% -150 Timeline CPNG COUPANG INC More: the full row for COUPANG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,293 shares; 2024Q4: 11,292 shares; 2025Q1: 11,768 shares; 2025Q2: 12,714 shares; 2025Q3: 13,088 shares; 2025Q4: 12,169 shares 12,169 $287K 0.02% -919 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,350 shares; 2024Q4: 3,455 shares; 2025Q1: 3,701 shares; 2025Q2: 4,019 shares; 2025Q3: 3,784 shares; 2025Q4: 3,272 shares 3,272 $286K 0.02% -512 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: 423 shares; 2024Q4: 426 shares; 2025Q1: 521 shares; 2025Q2: 796 shares; 2025Q3: not reported; 2025Q4: 590 shares 590 $285K 0.02% new Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 795 shares; 2025Q2: 1,166 shares; 2025Q3: 781 shares; 2025Q4: 1,034 shares 1,034 $282K 0.02% +253 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: 2,271 shares; 2024Q4: 2,272 shares; 2025Q1: 2,273 shares; 2025Q2: 2,274 shares; 2025Q3: 2,274 shares; 2025Q4: 2,275 shares 2,275 $280K 0.02% +1 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,049 shares; 2025Q3: 5,081 shares; 2025Q4: 4,933 shares 4,933 $279K 0.02% -148 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: 1,052 shares; 2024Q4: 1,113 shares; 2025Q1: 1,300 shares; 2025Q2: 2,005 shares; 2025Q3: 1,534 shares; 2025Q4: 1,552 shares 1,552 $276K 0.02% +18 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: 492 shares; 2024Q4: 531 shares; 2025Q1: 640 shares; 2025Q2: 763 shares; 2025Q3: 563 shares; 2025Q4: 589 shares 589 $275K 0.02% +26 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,140 shares; 2024Q4: not reported; 2025Q1: 2,735 shares; 2025Q2: 3,314 shares; 2025Q3: 3,337 shares; 2025Q4: 3,350 shares 3,350 $275K 0.02% +13 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,827 shares; 2024Q4: 1,865 shares; 2025Q1: 1,941 shares; 2025Q2: 2,146 shares; 2025Q3: 1,943 shares; 2025Q4: 1,309 shares 1,309 $274K 0.02% -634 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 883 shares; 2025Q3: 896 shares; 2025Q4: 917 shares 917 $271K 0.01% +21 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 300 shares; 2025Q4: 288 shares 288 $269K 0.01% -12 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: 499 shares; 2024Q4: 514 shares; 2025Q1: 531 shares; 2025Q2: 618 shares; 2025Q3: 569 shares; 2025Q4: 548 shares 548 $269K 0.01% -21 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 914 shares; 2025Q3: 738 shares; 2025Q4: 794 shares 794 $268K 0.01% +56 Timeline TTC TORO CO More: the full row for TORO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,886 shares; 2024Q4: 2,907 shares; 2025Q1: 3,027 shares; 2025Q2: not reported; 2025Q3: 3,265 shares; 2025Q4: 3,384 shares 3,384 $268K 0.01% +119 Timeline SPTI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,276 shares; 2025Q4: 9,276 shares 9,276 $268K 0.01% 0 Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,097 shares; 2024Q4: 20,738 shares; 2025Q1: 27,671 shares; 2025Q2: 29,432 shares; 2025Q3: 23,449 shares; 2025Q4: 26,446 shares 26,446 $267K 0.01% +2,997 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: 14,902 shares; 2024Q4: 14,235 shares; 2025Q1: 12,079 shares; 2025Q2: 12,079 shares; 2025Q3: 12,079 shares; 2025Q4: 12,079 shares 12,079 $265K 0.01% 0 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,889 shares; 2025Q4: 2,052 shares 2,052 $262K 0.01% +163 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: not reported; 2025Q2: 488 shares; 2025Q3: 468 shares; 2025Q4: 512 shares 512 $262K 0.01% +44 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,435 shares; 2024Q4: 3,959 shares; 2025Q1: 4,032 shares; 2025Q2: 3,970 shares; 2025Q3: 4,012 shares; 2025Q4: 3,998 shares 3,998 $260K 0.01% -14 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 712 shares; 2025Q3: 665 shares; 2025Q4: 664 shares 664 $258K 0.01% -1 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: 14,254 shares; 2024Q4: 13,600 shares; 2025Q1: 11,483 shares; 2025Q2: 11,483 shares; 2025Q3: 11,483 shares; 2025Q4: 11,483 shares 11,483 $258K 0.01% 0 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: 2,444 shares; 2024Q4: 2,387 shares; 2025Q1: 2,368 shares; 2025Q2: 3,292 shares; 2025Q3: 2,710 shares; 2025Q4: 2,508 shares 2,508 $258K 0.01% -202 Timeline CALM CAL MAINE FOODS INC More: the full row for CAL MAINE FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,235 shares 3,235 $257K 0.01% new Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,000 shares; 2024Q4: 8,000 shares; 2025Q1: 8,750 shares; 2025Q2: 10,493 shares; 2025Q3: 10,498 shares; 2025Q4: 8,000 shares 8,000 $256K 0.01% -2,498 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: 1,354 shares; 2024Q4: 1,545 shares; 2025Q1: 1,540 shares; 2025Q2: 2,242 shares; 2025Q3: 2,034 shares; 2025Q4: 1,305 shares 1,305 $255K 0.01% -729 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,138 shares; 2025Q4: 4,420 shares 4,420 $254K 0.01% +282 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,845 shares; 2025Q3: 4,266 shares; 2025Q4: 4,299 shares 4,299 $252K 0.01% +33 Timeline RWM 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: not reported; 2024Q4: not reported; 2025Q1: 10,859 shares; 2025Q2: 10,859 shares; 2025Q3: 10,254 shares; 2025Q4: 15,346 shares 15,346 $251K 0.01% +5,092 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 809 shares 809 $251K 0.01% new 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: 8,559 shares; 2024Q4: 8,600 shares; 2025Q1: 2,699 shares; 2025Q2: 1,915 shares; 2025Q3: not reported; 2025Q4: 1,432 shares 1,432 $248K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,078 shares; 2025Q4: 2,151 shares 2,151 $248K 0.01% +73 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,168 shares; 2025Q3: 1,175 shares; 2025Q4: 1,255 shares 1,255 $247K 0.01% +80 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,107 shares; 2025Q4: 1,094 shares 1,094 $247K 0.01% -13 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,260 shares; 2024Q4: 2,529 shares; 2025Q1: 2,842 shares; 2025Q2: 3,314 shares; 2025Q3: 2,831 shares; 2025Q4: 3,071 shares 3,071 $243K 0.01% +240 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,594 shares 3,594 $243K 0.01% new Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,130 shares 1,130 $242K 0.01% new Timeline QRVO QORVO INC More: the full row for QORVO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,059 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,677 shares; 2025Q3: 2,881 shares; 2025Q4: 2,844 shares 2,844 $240K 0.01% -37 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 547 shares; 2025Q4: 567 shares 567 $239K 0.01% +20 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON 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: 8,460 shares 8,460 $239K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 774 shares; 2025Q3: 832 shares; 2025Q4: 832 shares 832 $237K 0.01% 0 Timeline ICLR ICON PUB LTD CO More: the full row for ICON PUB LTD CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 966 shares; 2024Q4: 958 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,314 shares; 2025Q4: 1,293 shares 1,293 $236K 0.01% -21 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,109 shares; 2025Q3: 1,125 shares; 2025Q4: 840 shares 840 $235K 0.01% -285 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,416 shares; 2025Q3: 1,435 shares; 2025Q4: 1,463 shares 1,463 $234K 0.01% +28 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,187 shares; 2025Q3: 1,229 shares; 2025Q4: 1,028 shares 1,028 $233K 0.01% -201 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 421 shares; 2025Q4: 408 shares 408 $233K 0.01% -13 Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,800 shares; 2025Q4: 1,820 shares 1,820 $232K 0.01% +20 Timeline MTSI MACOM TECH SOLUTIONS HLDGS I More: the full row for MACOM TECH SOLUTIONS HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,353 shares 1,353 $232K 0.01% new Timeline RRX REGAL REXNORD CORPORATION More: the full row for REGAL REXNORD CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,618 shares; 2025Q4: 1,634 shares 1,634 $230K 0.01% +16 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 243 shares; 2025Q4: 253 shares 253 $230K 0.01% +10 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: not reported; 2025Q3: 1,391 shares; 2025Q4: 1,408 shares 1,408 $229K 0.01% +17 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,354 shares; 2025Q3: 1,104 shares; 2025Q4: 1,110 shares 1,110 $228K 0.01% +6 Timeline DNOW DNOW INC More: the full row for DNOW 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: 17,059 shares 17,059 $226K 0.01% new 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: 2,723 shares; 2025Q1: 3,126 shares; 2025Q2: 3,541 shares; 2025Q3: 2,748 shares; 2025Q4: 2,822 shares 2,822 $224K 0.01% +74 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: not reported; 2024Q4: not reported; 2025Q1: 2,355 shares; 2025Q2: 2,741 shares; 2025Q3: not reported; 2025Q4: 2,617 shares 2,617 $224K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 438 shares 438 $224K 0.01% new Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,356 shares; 2025Q4: 1,389 shares 1,389 $223K 0.01% +33 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,259 shares; 2025Q2: 11,259 shares; 2025Q3: 11,259 shares; 2025Q4: 11,259 shares 11,259 $222K 0.01% 0 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,779 shares 1,779 $222K 0.01% new 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: not reported; 2024Q4: 1,711 shares; 2025Q1: 1,711 shares; 2025Q2: 1,711 shares; 2025Q3: 1,676 shares; 2025Q4: 1,590 shares 1,590 $221K 0.01% -86 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: not reported; 2025Q2: not reported; 2025Q3: 784 shares; 2025Q4: 753 shares 753 $221K 0.01% -31 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: 227 shares; 2024Q4: 238 shares; 2025Q1: 302 shares; 2025Q2: 302 shares; 2025Q3: 255 shares; 2025Q4: 219 shares 219 $221K 0.01% -36 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 839 shares; 2025Q2: 1,120 shares; 2025Q3: not reported; 2025Q4: 1,025 shares 1,025 $217K 0.01% new 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: 13,169 shares; 2024Q4: 13,369 shares; 2025Q1: 14,321 shares; 2025Q2: 14,753 shares; 2025Q3: 2,665 shares; 2025Q4: 2,216 shares 2,216 $217K 0.01% -449 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,128 shares; 2025Q3: 1,128 shares; 2025Q4: 1,128 shares 1,128 $215K 0.01% 0 Timeline SCMB 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: 32,697 shares; 2025Q1: 36,207 shares; 2025Q2: 41,046 shares; 2025Q3: 8,349 shares; 2025Q4: 8,349 shares 8,349 $215K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,449 shares 7,449 $215K 0.01% 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: 3,046 shares; 2024Q4: not reported; 2025Q1: 3,467 shares; 2025Q2: 3,447 shares; 2025Q3: 3,418 shares; 2025Q4: 3,153 shares 3,153 $212K 0.01% -265 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: 2,309 shares; 2024Q4: 2,277 shares; 2025Q1: 2,387 shares; 2025Q2: not reported; 2025Q3: 1,570 shares; 2025Q4: 1,554 shares 1,554 $212K 0.01% -16 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 903 shares 903 $211K 0.01% new Timeline SPIP 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: 33,872 shares; 2024Q4: 38,468 shares; 2025Q1: 38,371 shares; 2025Q2: 32,471 shares; 2025Q3: 12,164 shares; 2025Q4: 7,997 shares 7,997 $208K 0.01% -4,167 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: not reported; 2024Q4: not reported; 2025Q1: 890 shares; 2025Q2: 904 shares; 2025Q3: 1,228 shares; 2025Q4: 836 shares 836 $207K 0.01% -392 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: not reported; 2025Q2: 958 shares; 2025Q3: not reported; 2025Q4: 939 shares 939 $206K 0.01% new Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,543 shares 1,543 $205K 0.01% new Timeline IBN ICICI BK LTD More: the full row for ICICI BK 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: 10,750 shares; 2025Q3: 6,911 shares; 2025Q4: 6,812 shares 6,812 $203K 0.01% -99 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,574 shares; 2024Q4: 2,764 shares; 2025Q1: not reported; 2025Q2: 3,099 shares; 2025Q3: not reported; 2025Q4: 3,041 shares 3,041 $202K 0.01% new Timeline EPP 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: 11,000 shares; 2024Q4: 11,000 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,000 shares; 2025Q4: 4,000 shares 4,000 $202K 0.01% 0 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,161 shares; 2025Q4: 2,184 shares 2,184 $202K 0.01% +23 Timeline FBT FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 975 shares 975 $201K 0.01% new 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: not reported; 2025Q2: not reported; 2025Q3: 1,715 shares; 2025Q4: 1,778 shares 1,778 $201K 0.01% +63 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,508 shares; 2025Q3: not reported; 2025Q4: 1,337 shares 1,337 $201K 0.01% new 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: not reported; 2025Q2: not reported; 2025Q3: 671 shares; 2025Q4: 695 shares 695 $201K 0.01% +24 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,285 shares 2,285 $200K 0.01% new Timeline ASX ASE TECHNOLOGY HLDG CO LTD More: the full row for ASE TECHNOLOGY HLDG CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,264 shares 10,264 $165K 0.01% new Timeline UMC UNITED MICROELECTRONICS CORP More: the full row for UNITED MICROELECTRONICS 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: 14,592 shares; 2025Q3: not reported; 2025Q4: 20,804 shares 20,804 $164K 0.01% new Timeline FLO FLOWERS FOODS INC More: the full row for FLOWERS FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,008 shares 15,008 $163K 0.01% new Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,088 shares; 2025Q4: 12,378 shares 12,378 $145K 0.01% +290 Timeline RIG TRANSOCEAN LTD More: the full row for TRANSOCEAN 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: 32,161 shares; 2025Q3: 34,455 shares; 2025Q4: 34,585 shares 34,585 $143K 0.01% +130 Timeline WIT WIPRO LTD More: the full row for WIPRO 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: 32,705 shares; 2025Q3: not reported; 2025Q4: 48,453 shares 48,453 $138K 0.01% new Timeline IMRX IMMUNEERING CORP More: the full row for IMMUNEERING 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: 20,000 shares; 2025Q4: 20,000 shares 20,000 $132K 0.01% 0 Timeline LPL LG DISPLAY CO LTD More: the full row for LG DISPLAY CO 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: 13,871 shares; 2025Q3: 14,202 shares; 2025Q4: 15,382 shares 15,382 $64.8K <0.01% +1,180 Timeline BTE BAYTEX ENERGY CORP More: the full row for BAYTEX 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: 12,498 shares; 2025Q3: 12,498 shares; 2025Q4: 12,498 shares 12,498 $40.6K <0.01% 0 Timeline