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: 468,161 shares; 2024Q4: 459,665 shares; 2025Q1: 449,156 shares; 2025Q2: 433,565 shares; 2025Q3: 424,484 shares; 2025Q4: 418,692 shares 418,692 $78.1M 4.3% -5,792 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: 307,732 shares; 2024Q4: 301,018 shares; 2025Q1: 289,661 shares; 2025Q2: 276,346 shares; 2025Q3: 262,927 shares; 2025Q4: 256,425 shares 256,425 $69.7M 3.84% -6,502 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: 180,421 shares; 2024Q4: 178,972 shares; 2025Q1: 177,900 shares; 2025Q2: 176,283 shares; 2025Q3: 174,783 shares; 2025Q4: 170,222 shares 170,222 $53.3M 2.93% -4,561 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: 154,209 shares; 2024Q4: 150,861 shares; 2025Q1: 149,145 shares; 2025Q2: 147,034 shares; 2025Q3: 145,306 shares; 2025Q4: 142,966 shares 142,966 $46.1M 2.53% -2,340 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: 69,690 shares; 2024Q4: 69,938 shares; 2025Q1: 69,861 shares; 2025Q2: 70,504 shares; 2025Q3: 70,430 shares; 2025Q4: 69,912 shares 69,912 $33.8M 1.86% -518 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: 64,777 shares; 2024Q4: 64,781 shares; 2025Q1: 63,473 shares; 2025Q2: 63,955 shares; 2025Q3: 64,243 shares; 2025Q4: 63,519 shares 63,519 $31.9M 1.76% -724 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: 201,494 shares; 2024Q4: 196,478 shares; 2025Q1: 196,767 shares; 2025Q2: 198,697 shares; 2025Q3: 199,208 shares; 2025Q4: 195,947 shares 195,947 $30.2M 1.66% -3,261 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: 594,067 shares; 2024Q4: 598,037 shares; 2025Q1: 620,416 shares; 2025Q2: 619,388 shares; 2025Q3: 618,102 shares; 2025Q4: 619,700 shares 619,700 $29.1M 1.6% +1,598 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: 107,576 shares; 2024Q4: 105,399 shares; 2025Q1: 102,446 shares; 2025Q2: 102,745 shares; 2025Q3: 96,080 shares; 2025Q4: 88,873 shares 88,873 $27.9M 1.53% -7,207 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: 108,461 shares; 2024Q4: 108,386 shares; 2025Q1: 107,725 shares; 2025Q2: 111,002 shares; 2025Q3: 111,178 shares; 2025Q4: 113,961 shares 113,961 $26.3M 1.45% +2,783 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: 108,254 shares; 2024Q4: 107,040 shares; 2025Q1: 104,208 shares; 2025Q2: 102,094 shares; 2025Q3: 101,801 shares; 2025Q4: 99,348 shares 99,348 $22.7M 1.25% -2,453 Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 289,680 shares; 2024Q4: 387,506 shares; 2025Q1: 496,780 shares; 2025Q2: 536,824 shares; 2025Q3: 572,597 shares; 2025Q4: 596,092 shares 596,092 $21.2M 1.17% +23,495 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: 105,299 shares; 2024Q4: 104,313 shares; 2025Q1: 102,058 shares; 2025Q2: 97,916 shares; 2025Q3: 97,975 shares; 2025Q4: 97,072 shares 97,072 $20.1M 1.11% -903 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: 31,312 shares; 2024Q4: 30,969 shares; 2025Q1: 30,517 shares; 2025Q2: 30,730 shares; 2025Q3: 30,220 shares; 2025Q4: 30,163 shares 30,163 $19.9M 1.1% -57 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: 133,947 shares; 2024Q4: 134,483 shares; 2025Q1: 135,143 shares; 2025Q2: 132,502 shares; 2025Q3: 132,821 shares; 2025Q4: 127,530 shares 127,530 $19.4M 1.07% -5,291 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: 25,206 shares; 2024Q4: 25,131 shares; 2025Q1: 26,005 shares; 2025Q2: 26,930 shares; 2025Q3: 27,310 shares; 2025Q4: 28,040 shares 28,040 $19.1M 1.05% +730 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: 170,950 shares; 2024Q4: 179,134 shares; 2025Q1: 334,166 shares; 2025Q2: 330,565 shares; 2025Q3: 330,155 shares; 2025Q4: 333,933 shares 333,933 $19.1M 1.05% +3,778 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 121,057 shares; 2024Q4: 140,050 shares; 2025Q1: 151,697 shares; 2025Q2: 181,417 shares; 2025Q3: 182,646 shares; 2025Q4: 187,213 shares 187,213 $19.1M 1.05% +4,567 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: 58,617 shares; 2024Q4: 60,259 shares; 2025Q1: 60,950 shares; 2025Q2: 59,803 shares; 2025Q3: 59,063 shares; 2025Q4: 58,163 shares 58,163 $19M 1.05% -900 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: 79,455 shares; 2024Q4: 80,323 shares; 2025Q1: 81,812 shares; 2025Q2: 81,149 shares; 2025Q3: 81,263 shares; 2025Q4: 84,297 shares 84,297 $18.5M 1.02% +3,034 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: 26,256 shares; 2024Q4: 25,820 shares; 2025Q1: 24,300 shares; 2025Q2: 22,223 shares; 2025Q3: 21,786 shares; 2025Q4: 21,208 shares 21,208 $18.3M 1.01% -578 Timeline FYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 478,118 shares; 2024Q4: 477,909 shares; 2025Q1: 513,211 shares; 2025Q2: 529,701 shares; 2025Q3: 524,734 shares; 2025Q4: 557,994 shares 557,994 $18.1M 1% +33,260 Timeline SYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 176,237 shares; 2024Q4: 185,854 shares; 2025Q1: 197,562 shares; 2025Q2: 213,537 shares; 2025Q3: 232,350 shares; 2025Q4: 247,655 shares 247,655 $17.2M 0.95% +15,305 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: 136,847 shares; 2024Q4: 143,310 shares; 2025Q1: 144,582 shares; 2025Q2: 144,979 shares; 2025Q3: 143,897 shares; 2025Q4: 142,756 shares 142,756 $17.2M 0.95% -1,141 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: 50,595 shares; 2024Q4: 48,568 shares; 2025Q1: 48,333 shares; 2025Q2: 47,489 shares; 2025Q3: 48,602 shares; 2025Q4: 47,748 shares 47,748 $16.1M 0.88% -854 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: 27,518 shares; 2024Q4: 27,199 shares; 2025Q1: 27,088 shares; 2025Q2: 26,330 shares; 2025Q3: 25,939 shares; 2025Q4: 25,617 shares 25,617 $14.8M 0.82% -322 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: 87,124 shares; 2024Q4: 85,812 shares; 2025Q1: 85,053 shares; 2025Q2: 85,738 shares; 2025Q3: 75,956 shares; 2025Q4: 73,876 shares 73,876 $14.4M 0.79% -2,080 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: 16,539 shares; 2024Q4: 16,558 shares; 2025Q1: 46,091 shares; 2025Q2: 47,305 shares; 2025Q3: 47,807 shares; 2025Q4: 46,734 shares 46,734 $14.4M 0.79% -1,073 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: 47,356 shares; 2024Q4: 46,140 shares; 2025Q1: 44,598 shares; 2025Q2: 42,262 shares; 2025Q3: 41,902 shares; 2025Q4: 41,421 shares 41,421 $14.3M 0.79% -481 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: 49,021 shares; 2024Q4: 89,231 shares; 2025Q1: 83,764 shares; 2025Q2: 77,442 shares; 2025Q3: 77,614 shares; 2025Q4: 75,747 shares 75,747 $14M 0.77% -1,867 Timeline BBIN 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: 56,736 shares; 2024Q4: 57,821 shares; 2025Q1: 166,726 shares; 2025Q2: 179,232 shares; 2025Q3: 184,573 shares; 2025Q4: 188,817 shares 188,817 $13.7M 0.75% +4,244 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: 8,326 shares; 2024Q4: 9,305 shares; 2025Q1: 26,137 shares; 2025Q2: 27,891 shares; 2025Q3: 27,384 shares; 2025Q4: 22,353 shares 22,353 $12.8M 0.7% -5,031 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: 53,557 shares; 2024Q4: 52,874 shares; 2025Q1: 52,340 shares; 2025Q2: 50,826 shares; 2025Q3: 50,182 shares; 2025Q4: 49,671 shares 49,671 $12.2M 0.67% -511 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,573 shares; 2024Q4: 78,085 shares; 2025Q1: 78,572 shares; 2025Q2: 80,355 shares; 2025Q3: 80,663 shares; 2025Q4: 77,562 shares 77,562 $12M 0.66% -3,101 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: 58,082 shares; 2024Q4: 58,950 shares; 2025Q1: 60,074 shares; 2025Q2: 60,527 shares; 2025Q3: 61,764 shares; 2025Q4: 60,773 shares 60,773 $11.9M 0.65% -991 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,645 shares; 2024Q4: 60,638 shares; 2025Q1: 68,238 shares; 2025Q2: 201,234 shares; 2025Q3: 203,299 shares; 2025Q4: 203,611 shares 203,611 $11.8M 0.65% +312 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: 156,822 shares; 2024Q4: 154,795 shares; 2025Q1: 151,997 shares; 2025Q2: 152,235 shares; 2025Q3: 153,114 shares; 2025Q4: 151,658 shares 151,658 $11.7M 0.64% -1,456 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: 30,221 shares; 2024Q4: 30,450 shares; 2025Q1: 33,190 shares; 2025Q2: 178,824 shares; 2025Q3: 189,417 shares; 2025Q4: 214,980 shares 214,980 $11.4M 0.63% +25,563 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: 11,502 shares; 2024Q4: 11,423 shares; 2025Q1: 11,069 shares; 2025Q2: 11,013 shares; 2025Q3: 10,823 shares; 2025Q4: 119,464 shares 119,464 $11.2M 0.62% +108,641 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: 130,459 shares; 2024Q4: 131,808 shares; 2025Q1: 132,196 shares; 2025Q2: 132,235 shares; 2025Q3: 132,685 shares; 2025Q4: 129,950 shares 129,950 $11.1M 0.61% -2,735 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: 9,302 shares; 2024Q4: 9,859 shares; 2025Q1: 10,392 shares; 2025Q2: 10,607 shares; 2025Q3: 10,125 shares; 2025Q4: 10,290 shares 10,290 $11.1M 0.61% +165 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: 31,629 shares; 2024Q4: 31,048 shares; 2025Q1: 30,341 shares; 2025Q2: 30,802 shares; 2025Q3: 31,054 shares; 2025Q4: 31,338 shares 31,338 $11M 0.6% +284 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: 16,118 shares; 2024Q4: 16,035 shares; 2025Q1: 15,640 shares; 2025Q2: 16,924 shares; 2025Q3: 16,746 shares; 2025Q4: 17,473 shares 17,473 $11M 0.6% +727 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: 64,237 shares; 2024Q4: 63,783 shares; 2025Q1: 62,926 shares; 2025Q2: 62,563 shares; 2025Q3: 63,549 shares; 2025Q4: 62,729 shares 62,729 $10.7M 0.59% -820 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: 31,971 shares; 2024Q4: 30,783 shares; 2025Q1: 30,416 shares; 2025Q2: 29,104 shares; 2025Q3: 28,911 shares; 2025Q4: 28,279 shares 28,279 $9.94M 0.55% -632 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97,910 shares; 2024Q4: 107,597 shares; 2025Q1: 129,584 shares; 2025Q2: 150,670 shares; 2025Q3: 211,709 shares; 2025Q4: 226,713 shares 226,713 $9.89M 0.54% +15,004 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,300 shares; 2024Q4: 1,361 shares; 2025Q1: 1,361 shares; 2025Q2: 1,361 shares; 2025Q3: 1,911 shares; 2025Q4: 206,396 shares 206,396 $9.86M 0.54% +204,485 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,960 shares; 2024Q4: 5,810 shares; 2025Q1: 72,718 shares; 2025Q2: 151,548 shares; 2025Q3: 237,580 shares; 2025Q4: 270,536 shares 270,536 $9.37M 0.52% +32,956 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: 27,091 shares; 2024Q4: 27,128 shares; 2025Q1: 27,430 shares; 2025Q2: 27,156 shares; 2025Q3: 27,583 shares; 2025Q4: 27,134 shares 27,134 $9.34M 0.51% -449 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: 89,597 shares; 2024Q4: 88,850 shares; 2025Q1: 85,721 shares; 2025Q2: 85,407 shares; 2025Q3: 92,603 shares; 2025Q4: 83,624 shares 83,624 $9.32M 0.51% -8,979 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,715 shares; 2024Q4: 37,279 shares; 2025Q1: 37,284 shares; 2025Q2: 37,155 shares; 2025Q3: 37,078 shares; 2025Q4: 37,017 shares 37,017 $9.29M 0.51% -61 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: 14,401 shares; 2024Q4: 13,187 shares; 2025Q1: 59,633 shares; 2025Q2: 77,009 shares; 2025Q3: 161,772 shares; 2025Q4: 141,671 shares 141,671 $9.03M 0.5% -20,101 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: 38,094 shares; 2024Q4: 37,651 shares; 2025Q1: 40,297 shares; 2025Q2: 40,696 shares; 2025Q3: 42,062 shares; 2025Q4: 41,470 shares 41,470 $8.88M 0.49% -592 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: 20,407 shares; 2024Q4: 20,004 shares; 2025Q1: 19,716 shares; 2025Q2: 18,979 shares; 2025Q3: 18,595 shares; 2025Q4: 18,644 shares 18,644 $8.82M 0.49% +49 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: 93,661 shares; 2024Q4: 92,884 shares; 2025Q1: 89,238 shares; 2025Q2: 84,850 shares; 2025Q3: 86,900 shares; 2025Q4: 83,768 shares 83,768 $8.82M 0.49% -3,132 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: 43,667 shares; 2024Q4: 42,639 shares; 2025Q1: 33,153 shares; 2025Q2: 31,947 shares; 2025Q3: 30,944 shares; 2025Q4: 30,504 shares 30,504 $8.76M 0.48% -440 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,498 shares; 2024Q4: 36,593 shares; 2025Q1: 39,873 shares; 2025Q2: 41,952 shares; 2025Q3: 41,968 shares; 2025Q4: 44,678 shares 44,678 $8.56M 0.47% +2,710 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: 40,120 shares; 2024Q4: 39,377 shares; 2025Q1: 39,403 shares; 2025Q2: 37,438 shares; 2025Q3: 37,873 shares; 2025Q4: 36,503 shares 36,503 $8.44M 0.46% -1,370 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: 98,633 shares; 2024Q4: 98,380 shares; 2025Q1: 100,994 shares; 2025Q2: 98,839 shares; 2025Q3: 98,435 shares; 2025Q4: 96,462 shares 96,462 $8.41M 0.46% -1,973 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: 130,489 shares; 2024Q4: 130,738 shares; 2025Q1: 129,860 shares; 2025Q2: 133,981 shares; 2025Q3: 134,852 shares; 2025Q4: 132,415 shares 132,415 $7.28M 0.4% -2,437 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: 13,574 shares; 2024Q4: 13,021 shares; 2025Q1: 14,889 shares; 2025Q2: 14,641 shares; 2025Q3: 14,641 shares; 2025Q4: 21,063 shares 21,063 $7.06M 0.39% +6,422 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: 192,067 shares; 2024Q4: 197,400 shares; 2025Q1: 198,665 shares; 2025Q2: 193,423 shares; 2025Q3: 187,850 shares; 2025Q4: 168,937 shares 168,937 $6.88M 0.38% -18,913 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: 25,083 shares; 2024Q4: 24,656 shares; 2025Q1: 24,287 shares; 2025Q2: 23,662 shares; 2025Q3: 23,176 shares; 2025Q4: 22,430 shares 22,430 $6.86M 0.38% -746 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,778 shares; 2024Q4: 39,439 shares; 2025Q1: 41,439 shares; 2025Q2: 41,718 shares; 2025Q3: 42,223 shares; 2025Q4: 41,959 shares 41,959 $6.84M 0.38% -264 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: 224,496 shares; 2024Q4: 224,552 shares; 2025Q1: 224,552 shares; 2025Q2: 218,452 shares; 2025Q3: 218,302 shares; 2025Q4: 213,002 shares 213,002 $6.83M 0.38% -5,300 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: 15,846 shares; 2024Q4: 16,255 shares; 2025Q1: 16,503 shares; 2025Q2: 18,926 shares; 2025Q3: 19,520 shares; 2025Q4: 19,208 shares 19,208 $6.79M 0.37% -312 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,304 shares; 2024Q4: 69,266 shares; 2025Q1: 69,478 shares; 2025Q2: 74,672 shares; 2025Q3: 76,476 shares; 2025Q4: 78,884 shares 78,884 $6.7M 0.37% +2,408 Timeline RPV 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: 70,359 shares; 2024Q4: 69,481 shares; 2025Q1: 69,053 shares; 2025Q2: 68,455 shares; 2025Q3: 64,847 shares; 2025Q4: 62,434 shares 62,434 $6.45M 0.36% -2,413 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,697 shares; 2024Q4: 32,358 shares; 2025Q1: 32,264 shares; 2025Q2: 31,714 shares; 2025Q3: 31,753 shares; 2025Q4: 30,732 shares 30,732 $6.43M 0.35% -1,021 Timeline TOST TOAST INC More: the full row for TOAST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 135 shares; 2025Q3: 475 shares; 2025Q4: 176,589 shares 176,589 $6.27M 0.35% +176,114 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: 31,188 shares; 2024Q4: 30,945 shares; 2025Q1: 30,706 shares; 2025Q2: 31,029 shares; 2025Q3: 34,519 shares; 2025Q4: 33,987 shares 33,987 $6.23M 0.34% -532 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: 21,421 shares; 2024Q4: 21,662 shares; 2025Q1: 21,689 shares; 2025Q2: 21,849 shares; 2025Q3: 21,221 shares; 2025Q4: 20,999 shares 20,999 $6.22M 0.34% -222 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: 12,079 shares; 2024Q4: 12,010 shares; 2025Q1: 12,009 shares; 2025Q2: 11,631 shares; 2025Q3: 12,168 shares; 2025Q4: 11,994 shares 11,994 $6.12M 0.34% -174 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,421 shares; 2024Q4: 24,968 shares; 2025Q1: 24,866 shares; 2025Q2: 24,199 shares; 2025Q3: 25,488 shares; 2025Q4: 23,526 shares 23,526 $6.1M 0.34% -1,962 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: 27,558 shares; 2024Q4: 28,931 shares; 2025Q1: 29,232 shares; 2025Q2: 28,289 shares; 2025Q3: 27,701 shares; 2025Q4: 28,647 shares 28,647 $6.03M 0.33% +946 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,247 shares; 2024Q4: 3,200 shares; 2025Q1: 15,292 shares; 2025Q2: 17,302 shares; 2025Q3: 18,664 shares; 2025Q4: 18,588 shares 18,588 $5.92M 0.33% -76 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: 70,839 shares; 2024Q4: 71,535 shares; 2025Q1: 70,809 shares; 2025Q2: 70,931 shares; 2025Q3: 73,452 shares; 2025Q4: 71,742 shares 71,742 $5.66M 0.31% -1,710 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: 11,005 shares; 2024Q4: 10,981 shares; 2025Q1: 11,739 shares; 2025Q2: 11,737 shares; 2025Q3: 11,360 shares; 2025Q4: 11,593 shares 11,593 $5.61M 0.31% +233 Timeline BLD TOPBUILD COR More: the full row for TOPBUILD COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18 shares; 2024Q4: 19 shares; 2025Q1: 11,395 shares; 2025Q2: 13,011 shares; 2025Q3: 13,186 shares; 2025Q4: 13,115 shares 13,115 $5.47M 0.3% -71 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 320 shares; 2024Q4: 320 shares; 2025Q1: 320 shares; 2025Q2: 59,924 shares; 2025Q3: 70,734 shares; 2025Q4: 74,905 shares 74,905 $5.44M 0.3% +4,171 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,118 shares; 2024Q4: 38,152 shares; 2025Q1: 37,936 shares; 2025Q2: 38,943 shares; 2025Q3: 41,106 shares; 2025Q4: 41,376 shares 41,376 $5.34M 0.29% +270 Timeline CGMS CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,525 shares; 2024Q4: 64,925 shares; 2025Q1: 86,850 shares; 2025Q2: 96,350 shares; 2025Q3: 113,975 shares; 2025Q4: 191,523 shares 191,523 $5.29M 0.29% +77,548 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: 33,441 shares; 2024Q4: 33,461 shares; 2025Q1: 33,209 shares; 2025Q2: 37,492 shares; 2025Q3: 38,573 shares; 2025Q4: 38,521 shares 38,521 $5.11M 0.28% -52 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: 25,819 shares; 2024Q4: 25,321 shares; 2025Q1: 25,050 shares; 2025Q2: 25,048 shares; 2025Q3: 24,338 shares; 2025Q4: 23,803 shares 23,803 $4.95M 0.27% -535 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: 10,717 shares; 2024Q4: 10,634 shares; 2025Q1: 10,372 shares; 2025Q2: 10,467 shares; 2025Q3: 10,499 shares; 2025Q4: 10,831 shares 10,831 $4.87M 0.27% +332 Timeline BJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,600 shares; 2024Q4: 91,000 shares; 2025Q1: 89,800 shares; 2025Q2: 94,600 shares; 2025Q3: 94,350 shares; 2025Q4: 92,550 shares 92,550 $4.7M 0.26% -1,800 Timeline EYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 121,085 shares; 2024Q4: 128,421 shares; 2025Q1: 129,474 shares; 2025Q2: 126,128 shares; 2025Q3: 124,734 shares; 2025Q4: 121,284 shares 121,284 $4.65M 0.26% -3,450 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,768 shares; 2024Q4: 36,869 shares; 2025Q1: 36,077 shares; 2025Q2: 36,197 shares; 2025Q3: 36,452 shares; 2025Q4: 36,112 shares 36,112 $4.6M 0.25% -340 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: 16,016 shares; 2024Q4: 16,115 shares; 2025Q1: 15,230 shares; 2025Q2: 13,799 shares; 2025Q3: 15,602 shares; 2025Q4: 15,553 shares 15,553 $4.49M 0.25% -49 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,238 shares; 2024Q4: 5,709 shares; 2025Q1: 5,768 shares; 2025Q2: 6,102 shares; 2025Q3: 6,224 shares; 2025Q4: 7,255 shares 7,255 $4.46M 0.25% +1,031 Timeline PXH 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: 176,194 shares; 2024Q4: 174,324 shares; 2025Q1: 173,399 shares; 2025Q2: 175,159 shares; 2025Q3: 173,149 shares; 2025Q4: 172,524 shares 172,524 $4.45M 0.25% -625 Timeline STBF TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 775 shares; 2025Q1: 27,000 shares; 2025Q2: 32,001 shares; 2025Q3: 27,182 shares; 2025Q4: 170,838 shares 170,838 $4.33M 0.24% +143,656 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: 26,397 shares; 2024Q4: 26,405 shares; 2025Q1: 29,240 shares; 2025Q2: 39,723 shares; 2025Q3: 41,858 shares; 2025Q4: 45,069 shares 45,069 $4.33M 0.24% +3,211 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: 77,093 shares; 2024Q4: 74,811 shares; 2025Q1: 59,194 shares; 2025Q2: 56,259 shares; 2025Q3: 58,537 shares; 2025Q4: 53,879 shares 53,879 $4.28M 0.24% -4,658 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: 18,226 shares; 2024Q4: 18,109 shares; 2025Q1: 17,740 shares; 2025Q2: 19,679 shares; 2025Q3: 20,219 shares; 2025Q4: 19,306 shares 19,306 $4.19M 0.23% -913 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: 6,881 shares; 2024Q4: 8,454 shares; 2025Q1: 21,068 shares; 2025Q2: 20,841 shares; 2025Q3: 21,846 shares; 2025Q4: 23,231 shares 23,231 $4.13M 0.23% +1,385 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: 32,813 shares; 2024Q4: 32,803 shares; 2025Q1: 32,207 shares; 2025Q2: 33,079 shares; 2025Q3: 32,709 shares; 2025Q4: 32,535 shares 32,535 $4.08M 0.22% -174 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: 63,694 shares; 2024Q4: 66,920 shares; 2025Q1: 70,727 shares; 2025Q2: 70,933 shares; 2025Q3: 68,546 shares; 2025Q4: 69,753 shares 69,753 $4.07M 0.22% +1,207 Timeline CGSD CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 163,478 shares; 2024Q4: 164,930 shares; 2025Q1: 159,919 shares; 2025Q2: 162,502 shares; 2025Q3: 151,816 shares; 2025Q4: 155,683 shares 155,683 $4.05M 0.22% +3,867 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: 32,642 shares; 2024Q4: 32,284 shares; 2025Q1: 33,679 shares; 2025Q2: 34,257 shares; 2025Q3: 34,371 shares; 2025Q4: 34,409 shares 34,409 $4.03M 0.22% +38 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: 12,451 shares; 2024Q4: 12,451 shares; 2025Q1: 12,507 shares; 2025Q2: 13,135 shares; 2025Q3: 13,207 shares; 2025Q4: 13,072 shares 13,072 $3.97M 0.22% -135 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: 25,372 shares; 2024Q4: 27,159 shares; 2025Q1: 27,703 shares; 2025Q2: 27,350 shares; 2025Q3: 26,443 shares; 2025Q4: 24,425 shares 24,425 $3.91M 0.22% -2,018 Timeline BJRI BJS RESTAURANTS INC More: the full row for BJS RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 107,060 shares; 2024Q4: 110,895 shares; 2025Q1: 110,180 shares; 2025Q2: 105,260 shares; 2025Q3: 98,895 shares; 2025Q4: 96,072 shares 96,072 $3.79M 0.21% -2,823 Timeline RVT ROYCE SMALL CAP TRUST INC More: the full row for ROYCE SMALL CAP TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 178,424 shares; 2024Q4: 195,061 shares; 2025Q1: 194,268 shares; 2025Q2: 203,172 shares; 2025Q3: 223,693 shares; 2025Q4: 229,703 shares 229,703 $3.7M 0.2% +6,010 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 134,577 shares; 2024Q4: 132,722 shares; 2025Q1: 131,498 shares; 2025Q2: 133,199 shares; 2025Q3: 143,245 shares; 2025Q4: 133,571 shares 133,571 $3.67M 0.2% -9,674 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: 6,253 shares; 2024Q4: 6,399 shares; 2025Q1: 5,879 shares; 2025Q2: 10,878 shares; 2025Q3: 11,169 shares; 2025Q4: 11,086 shares 11,086 $3.66M 0.2% -83 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: 9,144 shares; 2024Q4: 8,724 shares; 2025Q1: 8,685 shares; 2025Q2: 8,732 shares; 2025Q3: 8,717 shares; 2025Q4: 8,545 shares 8,545 $3.64M 0.2% -172 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: 8,325 shares; 2024Q4: 7,836 shares; 2025Q1: 7,794 shares; 2025Q2: 7,825 shares; 2025Q3: 7,326 shares; 2025Q4: 7,353 shares 7,353 $3.59M 0.2% +27 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: 7,744 shares; 2024Q4: 7,710 shares; 2025Q1: 7,416 shares; 2025Q2: 7,274 shares; 2025Q3: 7,243 shares; 2025Q4: 7,249 shares 7,249 $3.37M 0.19% +6 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: 6,746 shares; 2024Q4: 17,032 shares; 2025Q1: 20,631 shares; 2025Q2: 20,784 shares; 2025Q3: 20,858 shares; 2025Q4: 20,705 shares 20,705 $3.37M 0.19% -153 Timeline ITB 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: 34,560 shares; 2024Q4: 34,535 shares; 2025Q1: 34,535 shares; 2025Q2: 34,535 shares; 2025Q3: 34,665 shares; 2025Q4: 34,370 shares 34,370 $3.31M 0.18% -295 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: 24,472 shares; 2024Q4: 25,783 shares; 2025Q1: 25,919 shares; 2025Q2: 25,693 shares; 2025Q3: 24,474 shares; 2025Q4: 22,724 shares 22,724 $3.26M 0.18% -1,750 Timeline WT WISDOMTREE INC More: the full row for WISDOMTREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 228,161 shares; 2024Q4: 244,763 shares; 2025Q1: 274,158 shares; 2025Q2: 268,988 shares; 2025Q3: 269,404 shares; 2025Q4: 264,041 shares 264,041 $3.22M 0.18% -5,363 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: 11,067 shares; 2024Q4: 10,896 shares; 2025Q1: 10,900 shares; 2025Q2: 10,818 shares; 2025Q3: 10,817 shares; 2025Q4: 10,829 shares 10,829 $3.13M 0.17% +12 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: 35,703 shares; 2024Q4: 79,579 shares; 2025Q1: 85,027 shares; 2025Q2: 78,881 shares; 2025Q3: 89,244 shares; 2025Q4: 83,871 shares 83,871 $3.07M 0.17% -5,373 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: 145,810 shares; 2024Q4: 142,208 shares; 2025Q1: 128,416 shares; 2025Q2: 123,016 shares; 2025Q3: 131,128 shares; 2025Q4: 122,782 shares 122,782 $3.06M 0.17% -8,346 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,037 shares; 2024Q4: 61,441 shares; 2025Q1: 61,493 shares; 2025Q2: 60,587 shares; 2025Q3: 66,056 shares; 2025Q4: 66,633 shares 66,633 $3.04M 0.17% +577 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: 29,160 shares; 2024Q4: 28,184 shares; 2025Q1: 29,209 shares; 2025Q2: 47,073 shares; 2025Q3: 51,555 shares; 2025Q4: 51,444 shares 51,444 $3.01M 0.17% -111 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,609 shares; 2024Q4: 28,763 shares; 2025Q1: 28,736 shares; 2025Q2: 28,765 shares; 2025Q3: 28,936 shares; 2025Q4: 30,218 shares 30,218 $3M 0.17% +1,282 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: 15,708 shares; 2024Q4: 23,205 shares; 2025Q1: 24,515 shares; 2025Q2: 30,446 shares; 2025Q3: 33,961 shares; 2025Q4: 35,584 shares 35,584 $2.95M 0.16% +1,623 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: 34,406 shares; 2024Q4: 34,415 shares; 2025Q1: 34,154 shares; 2025Q2: 33,980 shares; 2025Q3: 33,634 shares; 2025Q4: 33,496 shares 33,496 $2.93M 0.16% -138 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: 17,160 shares; 2024Q4: 17,265 shares; 2025Q1: 17,405 shares; 2025Q2: 17,492 shares; 2025Q3: 17,848 shares; 2025Q4: 18,072 shares 18,072 $2.9M 0.16% +224 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: 8,584 shares; 2024Q4: 8,538 shares; 2025Q1: 7,896 shares; 2025Q2: 7,842 shares; 2025Q3: 7,745 shares; 2025Q4: 7,768 shares 7,768 $2.87M 0.16% +23 Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,840 shares; 2024Q4: 119,940 shares; 2025Q1: 121,890 shares; 2025Q2: 123,090 shares; 2025Q3: 124,590 shares; 2025Q4: 126,715 shares 126,715 $2.87M 0.16% +2,125 Timeline CGCB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,000 shares; 2024Q4: 45,550 shares; 2025Q1: 78,360 shares; 2025Q2: 99,188 shares; 2025Q3: 107,442 shares; 2025Q4: 107,747 shares 107,747 $2.86M 0.16% +305 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,594 shares; 2024Q4: 46,241 shares; 2025Q1: 39,713 shares; 2025Q2: 37,812 shares; 2025Q3: 38,769 shares; 2025Q4: 36,726 shares 36,726 $2.84M 0.16% -2,043 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: 5,447 shares; 2024Q4: 5,160 shares; 2025Q1: 4,982 shares; 2025Q2: 5,348 shares; 2025Q3: 11,728 shares; 2025Q4: 12,317 shares 12,317 $2.82M 0.16% +589 Timeline EXLS EXLSERVICE HLDGS INC More: the full row for EXLSERVICE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 160 shares; 2024Q4: 185 shares; 2025Q1: 275 shares; 2025Q2: not reported; 2025Q3: 2,209 shares; 2025Q4: 65,894 shares 65,894 $2.8M 0.15% +63,685 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: 15,593 shares; 2024Q4: 15,795 shares; 2025Q1: 15,873 shares; 2025Q2: 16,224 shares; 2025Q3: 18,554 shares; 2025Q4: 19,314 shares 19,314 $2.77M 0.15% +760 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: 10,083 shares; 2024Q4: 10,872 shares; 2025Q1: 15,148 shares; 2025Q2: 13,827 shares; 2025Q3: 14,716 shares; 2025Q4: 18,652 shares 18,652 $2.68M 0.15% +3,936 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: 39,474 shares; 2024Q4: 36,958 shares; 2025Q1: 37,078 shares; 2025Q2: 36,376 shares; 2025Q3: 38,449 shares; 2025Q4: 48,566 shares 48,566 $2.62M 0.14% +10,117 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,034 shares; 2024Q4: 27,063 shares; 2025Q1: 26,931 shares; 2025Q2: 26,929 shares; 2025Q3: 26,210 shares; 2025Q4: 24,666 shares 24,666 $2.6M 0.14% -1,544 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: 28,067 shares; 2024Q4: 28,347 shares; 2025Q1: 28,699 shares; 2025Q2: 28,666 shares; 2025Q3: 27,405 shares; 2025Q4: 27,741 shares 27,741 $2.59M 0.14% +336 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,296 shares; 2024Q4: 70,910 shares; 2025Q1: 73,087 shares; 2025Q2: 77,974 shares; 2025Q3: 76,877 shares; 2025Q4: 73,650 shares 73,650 $2.56M 0.14% -3,227 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: 9,955 shares; 2024Q4: 9,266 shares; 2025Q1: 9,265 shares; 2025Q2: 9,126 shares; 2025Q3: 9,177 shares; 2025Q4: 9,186 shares 9,186 $2.53M 0.14% +9 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: 1,331 shares; 2024Q4: 1,267 shares; 2025Q1: 1,522 shares; 2025Q2: 2,078 shares; 2025Q3: 2,087 shares; 2025Q4: 2,080 shares 2,080 $2.53M 0.14% -7 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: 92,718 shares; 2024Q4: 90,710 shares; 2025Q1: 90,640 shares; 2025Q2: 105,026 shares; 2025Q3: 105,047 shares; 2025Q4: 101,542 shares 101,542 $2.52M 0.14% -3,505 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: 45,469 shares; 2024Q4: 46,246 shares; 2025Q1: 45,973 shares; 2025Q2: 46,436 shares; 2025Q3: 46,367 shares; 2025Q4: 46,582 shares 46,582 $2.5M 0.14% +215 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,975 shares; 2024Q4: 43,282 shares; 2025Q1: 45,672 shares; 2025Q2: 42,692 shares; 2025Q3: 49,261 shares; 2025Q4: 49,196 shares 49,196 $2.44M 0.13% -65 Timeline NTNX NUTANIX INC More: the full row for NUTANIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,345 shares; 2024Q4: 53,486 shares; 2025Q1: 52,971 shares; 2025Q2: 50,843 shares; 2025Q3: 54,459 shares; 2025Q4: 45,917 shares 45,917 $2.37M 0.13% -8,542 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: 32,945 shares; 2024Q4: 31,174 shares; 2025Q1: 30,195 shares; 2025Q2: 25,713 shares; 2025Q3: 23,436 shares; 2025Q4: 20,852 shares 20,852 $2.37M 0.13% -2,584 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,806 shares; 2024Q4: 2,639 shares; 2025Q1: 2,619 shares; 2025Q2: 2,529 shares; 2025Q3: 2,661 shares; 2025Q4: 2,683 shares 2,683 $2.36M 0.13% +22 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: 16,581 shares; 2024Q4: 16,682 shares; 2025Q1: 16,533 shares; 2025Q2: 16,581 shares; 2025Q3: 16,777 shares; 2025Q4: 16,783 shares 16,783 $2.31M 0.13% +6 Timeline PXF 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: 19,685 shares; 2024Q4: 19,895 shares; 2025Q1: 19,895 shares; 2025Q2: 21,455 shares; 2025Q3: 32,795 shares; 2025Q4: 35,120 shares 35,120 $2.3M 0.13% +2,325 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: 37,640 shares; 2024Q4: 42,076 shares; 2025Q1: 41,186 shares; 2025Q2: 37,585 shares; 2025Q3: 39,000 shares; 2025Q4: 38,046 shares 38,046 $2.28M 0.13% -954 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: 10,715 shares; 2024Q4: 10,815 shares; 2025Q1: 10,414 shares; 2025Q2: 9,841 shares; 2025Q3: 9,864 shares; 2025Q4: 10,319 shares 10,319 $2.27M 0.12% +455 Timeline PNW PINNACLE WEST CAP CORP More: the full row for PINNACLE WEST CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,127 shares; 2024Q4: 24,855 shares; 2025Q1: 24,755 shares; 2025Q2: 24,765 shares; 2025Q3: 24,934 shares; 2025Q4: 25,030 shares 25,030 $2.22M 0.12% +96 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: 22,716 shares; 2024Q4: 22,613 shares; 2025Q1: 22,053 shares; 2025Q2: 22,384 shares; 2025Q3: 23,329 shares; 2025Q4: 23,612 shares 23,612 $2.21M 0.12% +283 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 212,986 shares; 2024Q4: 193,304 shares; 2025Q1: 164,491 shares; 2025Q2: 122,929 shares; 2025Q3: 112,747 shares; 2025Q4: 70,327 shares 70,327 $2.18M 0.12% -42,420 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: 17,581 shares; 2024Q4: 23,251 shares; 2025Q1: 24,631 shares; 2025Q2: 26,289 shares; 2025Q3: 26,699 shares; 2025Q4: 26,544 shares 26,544 $2.17M 0.12% -155 Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,727 shares; 2024Q4: 4,607 shares; 2025Q1: 4,608 shares; 2025Q2: 4,609 shares; 2025Q3: 5,151 shares; 2025Q4: 5,142 shares 5,142 $2.16M 0.12% -9 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: 19,778 shares; 2024Q4: 19,327 shares; 2025Q1: 19,303 shares; 2025Q2: 18,489 shares; 2025Q3: 19,068 shares; 2025Q4: 18,571 shares 18,571 $2.16M 0.12% -497 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: 28,514 shares; 2024Q4: 31,005 shares; 2025Q1: 30,675 shares; 2025Q2: 30,599 shares; 2025Q3: 28,728 shares; 2025Q4: 25,438 shares 25,438 $2.14M 0.12% -3,290 Timeline TCHP T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 42,480 shares 42,480 $2.12M 0.12% new Timeline SSNC SS&C TECH HLDGS More: the full row for SS&C TECH HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,299 shares; 2024Q4: 24,232 shares; 2025Q1: 24,201 shares; 2025Q2: 24,204 shares; 2025Q3: 23,870 shares; 2025Q4: 23,898 shares 23,898 $2.09M 0.11% +28 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: 10,023 shares; 2024Q4: 9,928 shares; 2025Q1: 9,909 shares; 2025Q2: 9,628 shares; 2025Q3: 9,412 shares; 2025Q4: 9,063 shares 9,063 $2.06M 0.11% -349 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: 33,072 shares; 2024Q4: 30,870 shares; 2025Q1: 31,327 shares; 2025Q2: 30,589 shares; 2025Q3: 56,490 shares; 2025Q4: 54,616 shares 54,616 $2.02M 0.11% -1,874 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: 12,360 shares; 2024Q4: 12,333 shares; 2025Q1: 11,876 shares; 2025Q2: 12,998 shares; 2025Q3: 12,647 shares; 2025Q4: 12,867 shares 12,867 $1.93M 0.11% +220 Timeline OWL BLUE OWL CAPITAL INC More: the full row for BLUE OWL CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,160 shares; 2024Q4: 33,955 shares; 2025Q1: 61,132 shares; 2025Q2: 66,143 shares; 2025Q3: 97,350 shares; 2025Q4: 126,756 shares 126,756 $1.89M 0.1% +29,406 Timeline PRDO PERDOCEO ED CORP More: the full row for PERDOCEO ED CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,499 shares; 2024Q4: 85,250 shares; 2025Q1: 85,202 shares; 2025Q2: 65,810 shares; 2025Q3: 64,545 shares; 2025Q4: 64,451 shares 64,451 $1.89M 0.1% -94 Timeline KBR KBR INC More: the full row for KBR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,821 shares; 2024Q4: 26,786 shares; 2025Q1: 26,709 shares; 2025Q2: 26,704 shares; 2025Q3: 26,222 shares; 2025Q4: 46,294 shares 46,294 $1.86M 0.1% +20,072 Timeline ALLY ALLY FINL INC More: the full row for ALLY FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,283 shares; 2024Q4: 41,283 shares; 2025Q1: 41,299 shares; 2025Q2: 40,534 shares; 2025Q3: 39,783 shares; 2025Q4: 39,870 shares 39,870 $1.81M 0.1% +87 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: 49 shares; 2024Q4: 49 shares; 2025Q1: 49 shares; 2025Q2: not reported; 2025Q3: 9,885 shares; 2025Q4: 9,885 shares 9,885 $1.8M 0.1% 0 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 150 shares; 2024Q4: 101 shares; 2025Q1: 126 shares; 2025Q2: 127 shares; 2025Q3: 916 shares; 2025Q4: 5,295 shares 5,295 $1.8M 0.1% +4,379 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: 32,759 shares; 2024Q4: 33,755 shares; 2025Q1: 32,794 shares; 2025Q2: 29,286 shares; 2025Q3: 34,373 shares; 2025Q4: 35,424 shares 35,424 $1.8M 0.1% +1,051 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,408 shares; 2024Q4: 44,017 shares; 2025Q1: 44,053 shares; 2025Q2: 43,785 shares; 2025Q3: 43,108 shares; 2025Q4: 43,081 shares 43,081 $1.8M 0.1% -27 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,945 shares; 2024Q4: 18,948 shares; 2025Q1: 18,949 shares; 2025Q2: 19,627 shares; 2025Q3: 18,532 shares; 2025Q4: 18,034 shares 18,034 $1.78M 0.1% -498 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,057 shares; 2024Q4: 7,162 shares; 2025Q1: 7,227 shares; 2025Q2: 7,083 shares; 2025Q3: 7,018 shares; 2025Q4: 7,218 shares 7,218 $1.78M 0.1% +200 Timeline FWRD FORWARD AIR CORP More: the full row for FORWARD AIR 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: 80 shares; 2025Q3: 270,065 shares; 2025Q4: 70,055 shares 70,055 $1.75M 0.1% -200,010 Timeline KRE 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: 26,797 shares; 2024Q4: 26,797 shares; 2025Q1: 26,797 shares; 2025Q2: 26,897 shares; 2025Q3: 26,897 shares; 2025Q4: 26,897 shares 26,897 $1.74M 0.1% 0 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: 973 shares; 2024Q4: 999 shares; 2025Q1: 951 shares; 2025Q2: 3,985 shares; 2025Q3: 5,209 shares; 2025Q4: 7,103 shares 7,103 $1.72M 0.09% +1,894 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: 2,749 shares; 2024Q4: 2,793 shares; 2025Q1: 2,696 shares; 2025Q2: 2,848 shares; 2025Q3: 2,854 shares; 2025Q4: 2,989 shares 2,989 $1.71M 0.09% +135 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: 9,533 shares; 2024Q4: 12,174 shares; 2025Q1: 15,761 shares; 2025Q2: 16,392 shares; 2025Q3: 18,519 shares; 2025Q4: 17,756 shares 17,756 $1.71M 0.09% -763 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,229 shares; 2024Q4: 25,091 shares; 2025Q1: 28,973 shares; 2025Q2: 30,323 shares; 2025Q3: 34,010 shares; 2025Q4: 37,677 shares 37,677 $1.68M 0.09% +3,667 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,662 shares; 2024Q4: 60,798 shares; 2025Q1: 60,824 shares; 2025Q2: 63,313 shares; 2025Q3: 69,073 shares; 2025Q4: 63,380 shares 63,380 $1.67M 0.09% -5,693 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: 39,595 shares; 2024Q4: 39,575 shares; 2025Q1: 39,523 shares; 2025Q2: 39,496 shares; 2025Q3: 39,441 shares; 2025Q4: 37,894 shares 37,894 $1.65M 0.09% -1,547 Timeline USEW EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 32,501 shares 32,501 $1.65M 0.09% new Timeline IGE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,700 shares; 2024Q4: 33,130 shares; 2025Q1: 32,535 shares; 2025Q2: 33,390 shares; 2025Q3: 32,495 shares; 2025Q4: 32,502 shares 32,502 $1.63M 0.09% +7 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: 11,730 shares; 2024Q4: 11,919 shares; 2025Q1: 12,016 shares; 2025Q2: 11,950 shares; 2025Q3: 20,245 shares; 2025Q4: 20,030 shares 20,030 $1.63M 0.09% -215 Timeline BALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS 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: 48,800 shares; 2025Q3: 47,000 shares; 2025Q4: 48,400 shares 48,400 $1.62M 0.09% +1,400 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: 1,965 shares; 2024Q4: 1,937 shares; 2025Q1: 1,971 shares; 2025Q2: 1,887 shares; 2025Q3: 3,698 shares; 2025Q4: 5,113 shares 5,113 $1.6M 0.09% +1,415 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,930 shares; 2024Q4: 12,916 shares; 2025Q1: 12,836 shares; 2025Q2: 12,586 shares; 2025Q3: 17,298 shares; 2025Q4: 26,444 shares 26,444 $1.59M 0.09% +9,146 Timeline STWD STARWOOD PPTY TR INC More: the full row for STARWOOD PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,985 shares; 2024Q4: 94,986 shares; 2025Q1: 95,961 shares; 2025Q2: 95,301 shares; 2025Q3: 98,155 shares; 2025Q4: 87,604 shares 87,604 $1.58M 0.09% -10,551 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: 4,470 shares; 2024Q4: 4,598 shares; 2025Q1: 4,503 shares; 2025Q2: 4,400 shares; 2025Q3: 7,216 shares; 2025Q4: 7,179 shares 7,179 $1.57M 0.09% -37 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,978 shares; 2024Q4: 15,806 shares; 2025Q1: 15,780 shares; 2025Q2: 15,709 shares; 2025Q3: 16,097 shares; 2025Q4: 15,618 shares 15,618 $1.56M 0.09% -479 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,533 shares; 2024Q4: 38,288 shares; 2025Q1: 46,703 shares; 2025Q2: 48,776 shares; 2025Q3: 48,082 shares; 2025Q4: 37,925 shares 37,925 $1.56M 0.09% -10,157 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: 6,144 shares; 2024Q4: 11,418 shares; 2025Q1: 11,412 shares; 2025Q2: 11,409 shares; 2025Q3: 13,280 shares; 2025Q4: 12,231 shares 12,231 $1.52M 0.08% -1,049 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2 shares; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 2 shares 2 $1.51M 0.08% 0 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: 20,677 shares; 2024Q4: 20,845 shares; 2025Q1: 20,548 shares; 2025Q2: 15,801 shares; 2025Q3: 15,190 shares; 2025Q4: 15,106 shares 15,106 $1.51M 0.08% -84 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,879 shares; 2024Q4: 1,932 shares; 2025Q1: 1,965 shares; 2025Q2: 2,099 shares; 2025Q3: 2,298 shares; 2025Q4: 2,302 shares 2,302 $1.5M 0.08% +4 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,739 shares; 2024Q4: 45,500 shares; 2025Q1: 45,463 shares; 2025Q2: 45,427 shares; 2025Q3: 42,827 shares; 2025Q4: 42,738 shares 42,738 $1.5M 0.08% -89 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,510 shares; 2024Q4: 11,526 shares; 2025Q1: 11,448 shares; 2025Q2: 11,452 shares; 2025Q3: 11,223 shares; 2025Q4: 11,232 shares 11,232 $1.49M 0.08% +9 Timeline REXR REXFORD INDL RLTY INC More: the full row for REXFORD INDL RLTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5 shares; 2024Q4: 38,019 shares; 2025Q1: 38,039 shares; 2025Q2: 38,074 shares; 2025Q3: 37,535 shares; 2025Q4: 37,516 shares 37,516 $1.45M 0.08% -19 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: 21,200 shares; 2024Q4: 19,981 shares; 2025Q1: 19,957 shares; 2025Q2: 19,210 shares; 2025Q3: 20,394 shares; 2025Q4: 20,689 shares 20,689 $1.45M 0.08% +295 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: 22,885 shares; 2024Q4: 23,071 shares; 2025Q1: 22,962 shares; 2025Q2: 25,723 shares; 2025Q3: 26,220 shares; 2025Q4: 24,946 shares 24,946 $1.44M 0.08% -1,274 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,686 shares; 2024Q4: 13,641 shares; 2025Q1: 13,704 shares; 2025Q2: 15,364 shares; 2025Q3: 15,146 shares; 2025Q4: 15,990 shares 15,990 $1.41M 0.08% +844 Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,999 shares; 2024Q4: 3,999 shares; 2025Q1: 99,299 shares; 2025Q2: 107,799 shares; 2025Q3: 111,848 shares; 2025Q4: 113,498 shares 113,498 $1.41M 0.08% +1,650 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: 7,875 shares; 2024Q4: 7,970 shares; 2025Q1: 7,090 shares; 2025Q2: 7,051 shares; 2025Q3: 7,750 shares; 2025Q4: 7,898 shares 7,898 $1.4M 0.08% +148 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: 2,625 shares; 2024Q4: 2,625 shares; 2025Q1: 2,657 shares; 2025Q2: 2,631 shares; 2025Q3: 2,670 shares; 2025Q4: 2,681 shares 2,681 $1.4M 0.08% +11 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,300 shares; 2024Q4: 9,555 shares; 2025Q1: 9,562 shares; 2025Q2: 12,244 shares; 2025Q3: 12,163 shares; 2025Q4: 11,365 shares 11,365 $1.4M 0.08% -798 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,702 shares; 2024Q4: 6,704 shares; 2025Q1: 4,174 shares; 2025Q2: 3,637 shares; 2025Q3: 3,679 shares; 2025Q4: 3,930 shares 3,930 $1.39M 0.08% +251 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: 2,421 shares; 2024Q4: 2,420 shares; 2025Q1: 2,294 shares; 2025Q2: 2,032 shares; 2025Q3: 1,793 shares; 2025Q4: 1,710 shares 1,710 $1.38M 0.08% -83 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,740 shares; 2024Q4: 17,425 shares; 2025Q1: 17,425 shares; 2025Q2: 17,425 shares; 2025Q3: 17,425 shares; 2025Q4: 17,480 shares 17,480 $1.36M 0.07% +55 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,933 shares; 2024Q4: 6,457 shares; 2025Q1: 6,475 shares; 2025Q2: 6,494 shares; 2025Q3: 6,513 shares; 2025Q4: 6,335 shares 6,335 $1.34M 0.07% -178 Timeline IVZ INVESCO LTD More: the full row for INVESCO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,070 shares; 2024Q4: 52,600 shares; 2025Q1: 49,665 shares; 2025Q2: 43,040 shares; 2025Q3: 46,844 shares; 2025Q4: 51,069 shares 51,069 $1.34M 0.07% +4,225 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,437 shares; 2024Q4: 16,453 shares; 2025Q1: 16,461 shares; 2025Q2: 16,473 shares; 2025Q3: 16,487 shares; 2025Q4: 16,709 shares 16,709 $1.32M 0.07% +222 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 783 shares; 2024Q4: 763 shares; 2025Q1: 763 shares; 2025Q2: 853 shares; 2025Q3: 1,083 shares; 2025Q4: 1,737 shares 1,737 $1.31M 0.07% +654 Timeline AIOT POWERFLEET INC More: the full row for POWERFLEET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55 shares; 2024Q4: 80 shares; 2025Q1: 250 shares; 2025Q2: 110 shares; 2025Q3: 200 shares; 2025Q4: 245,897 shares 245,897 $1.31M 0.07% +245,697 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,711 shares; 2024Q4: 8,738 shares; 2025Q1: 8,635 shares; 2025Q2: 8,794 shares; 2025Q3: 10,009 shares; 2025Q4: 10,075 shares 10,075 $1.3M 0.07% +66 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,001 shares; 2024Q4: 19,332 shares; 2025Q1: 22,652 shares; 2025Q2: 23,502 shares; 2025Q3: 21,602 shares; 2025Q4: 21,552 shares 21,552 $1.3M 0.07% -50 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: 7,710 shares; 2024Q4: 7,894 shares; 2025Q1: 8,049 shares; 2025Q2: 8,021 shares; 2025Q3: 20,579 shares; 2025Q4: 20,602 shares 20,602 $1.29M 0.07% +23 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: 18,687 shares; 2024Q4: 18,699 shares; 2025Q1: 18,730 shares; 2025Q2: 18,783 shares; 2025Q3: 18,365 shares; 2025Q4: 18,351 shares 18,351 $1.29M 0.07% -14 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: 1,476 shares; 2024Q4: 1,613 shares; 2025Q1: 1,728 shares; 2025Q2: 1,734 shares; 2025Q3: 4,138 shares; 2025Q4: 4,494 shares 4,494 $1.28M 0.07% +356 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: 8,451 shares; 2024Q4: 8,528 shares; 2025Q1: 8,382 shares; 2025Q2: 8,319 shares; 2025Q3: 9,063 shares; 2025Q4: 9,073 shares 9,073 $1.28M 0.07% +10 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: 16,831 shares; 2024Q4: 52,068 shares; 2025Q1: 51,941 shares; 2025Q2: 46,356 shares; 2025Q3: 45,928 shares; 2025Q4: 8,809 shares 8,809 $1.28M 0.07% -37,119 Timeline DVA DAVITA INC More: the full row for DAVITA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,041 shares; 2024Q4: 11,865 shares; 2025Q1: 11,865 shares; 2025Q2: 11,625 shares; 2025Q3: 11,631 shares; 2025Q4: 11,100 shares 11,100 $1.26M 0.07% -531 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,935 shares; 2024Q4: 56,232 shares; 2025Q1: 59,547 shares; 2025Q2: 59,658 shares; 2025Q3: 62,011 shares; 2025Q4: 62,071 shares 62,071 $1.26M 0.07% +60 Timeline DEM 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: 9,574 shares; 2024Q4: 10,987 shares; 2025Q1: 11,013 shares; 2025Q2: 14,622 shares; 2025Q3: 24,020 shares; 2025Q4: 26,734 shares 26,734 $1.25M 0.07% +2,714 Timeline DDFS INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS 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: 57,865 shares; 2025Q4: 57,865 shares 57,865 $1.23M 0.07% 0 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,776 shares; 2024Q4: 11,871 shares; 2025Q1: 11,424 shares; 2025Q2: 11,380 shares; 2025Q3: 11,191 shares; 2025Q4: 8,589 shares 8,589 $1.21M 0.07% -2,602 Timeline NPKI NPK INTERNATIONAL INC More: the full row for NPK INTERNATIONAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,176 shares; 2024Q4: 105,271 shares; 2025Q1: 105,316 shares; 2025Q2: 105,426 shares; 2025Q3: 101,285 shares; 2025Q4: 101,323 shares 101,323 $1.21M 0.07% +38 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: 8,622 shares; 2024Q4: 8,709 shares; 2025Q1: 8,911 shares; 2025Q2: 9,053 shares; 2025Q3: 11,009 shares; 2025Q4: 19,912 shares 19,912 $1.2M 0.07% +8,903 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: 12,718 shares; 2024Q4: 12,981 shares; 2025Q1: 13,149 shares; 2025Q2: 13,171 shares; 2025Q3: 14,236 shares; 2025Q4: 14,006 shares 14,006 $1.19M 0.07% -230 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,682 shares; 2024Q4: 1,785 shares; 2025Q1: 1,813 shares; 2025Q2: 1,750 shares; 2025Q3: 1,726 shares; 2025Q4: 1,735 shares 1,735 $1.19M 0.07% +9 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,613 shares; 2024Q4: 3,634 shares; 2025Q1: 3,659 shares; 2025Q2: 3,685 shares; 2025Q3: 4,119 shares; 2025Q4: 4,096 shares 4,096 $1.19M 0.07% -23 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,970 shares; 2024Q4: 19,470 shares; 2025Q1: 19,740 shares; 2025Q2: 15,470 shares; 2025Q3: 15,470 shares; 2025Q4: 15,572 shares 15,572 $1.17M 0.06% +102 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: 1,277 shares; 2024Q4: 1,737 shares; 2025Q1: 2,161 shares; 2025Q2: 2,375 shares; 2025Q3: 2,385 shares; 2025Q4: 2,435 shares 2,435 $1.17M 0.06% +50 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: 18,412 shares; 2024Q4: 17,616 shares; 2025Q1: 16,946 shares; 2025Q2: 14,827 shares; 2025Q3: 14,168 shares; 2025Q4: 14,265 shares 14,265 $1.15M 0.06% +97 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: 4,583 shares; 2024Q4: 4,601 shares; 2025Q1: 4,619 shares; 2025Q2: 4,522 shares; 2025Q3: 4,017 shares; 2025Q4: 3,691 shares 3,691 $1.15M 0.06% -326 Timeline ACI ALBERTSONS COMPANIES INC More: the full row for ALBERTSONS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,819 shares; 2024Q4: 69,816 shares; 2025Q1: 69,821 shares; 2025Q2: 69,821 shares; 2025Q3: 66,744 shares; 2025Q4: 66,517 shares 66,517 $1.14M 0.06% -227 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: 6,070 shares; 2024Q4: 6,141 shares; 2025Q1: 5,908 shares; 2025Q2: 6,762 shares; 2025Q3: 6,156 shares; 2025Q4: 11,449 shares 11,449 $1.14M 0.06% +5,293 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,273 shares; 2024Q4: 2,213 shares; 2025Q1: 1,988 shares; 2025Q2: 2,168 shares; 2025Q3: 2,418 shares; 2025Q4: 2,843 shares 2,843 $1.13M 0.06% +425 Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,800 shares; 2024Q4: 3,732 shares; 2025Q1: 3,735 shares; 2025Q2: 3,059 shares; 2025Q3: 2,709 shares; 2025Q4: 2,694 shares 2,694 $1.12M 0.06% -15 Timeline BG BUNGE GLOBAL SA More: the full row for BUNGE GLOBAL SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,863 shares; 2024Q4: 14,129 shares; 2025Q1: 13,749 shares; 2025Q2: 12,703 shares; 2025Q3: 12,572 shares; 2025Q4: 12,478 shares 12,478 $1.11M 0.06% -94 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: 332 shares; 2024Q4: 3,509 shares; 2025Q1: 4,279 shares; 2025Q2: 3,684 shares; 2025Q3: 6,189 shares; 2025Q4: 6,453 shares 6,453 $1.1M 0.06% +264 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91 shares; 2024Q4: 91 shares; 2025Q1: 31 shares; 2025Q2: 28 shares; 2025Q3: 4,148 shares; 2025Q4: 5,679 shares 5,679 $1.1M 0.06% +1,531 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,536 shares; 2024Q4: 24,568 shares; 2025Q1: 24,469 shares; 2025Q2: 22,702 shares; 2025Q3: 22,816 shares; 2025Q4: 23,448 shares 23,448 $1.1M 0.06% +632 Timeline TECH BIO-TECHNE CORP More: the full row for BIO-TECHNE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,410 shares; 2024Q4: 1,493 shares; 2025Q1: 1,447 shares; 2025Q2: 18,976 shares; 2025Q3: 18,606 shares; 2025Q4: 18,651 shares 18,651 $1.1M 0.06% +45 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: 2,101 shares; 2024Q4: 2,125 shares; 2025Q1: 2,110 shares; 2025Q2: 1,803 shares; 2025Q3: 1,803 shares; 2025Q4: 1,807 shares 1,807 $1.09M 0.06% +4 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 758 shares; 2024Q4: 896 shares; 2025Q1: 697 shares; 2025Q2: 522 shares; 2025Q3: 5,684 shares; 2025Q4: 26,519 shares 26,519 $1.09M 0.06% +20,835 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: 17,406 shares; 2024Q4: 17,390 shares; 2025Q1: 17,424 shares; 2025Q2: 17,185 shares; 2025Q3: 17,030 shares; 2025Q4: 17,038 shares 17,038 $1.09M 0.06% +8 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: 2,050 shares; 2024Q4: 1,968 shares; 2025Q1: 1,981 shares; 2025Q2: 1,919 shares; 2025Q3: 1,935 shares; 2025Q4: 1,900 shares 1,900 $1.08M 0.06% -35 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: 5,936 shares; 2024Q4: 5,990 shares; 2025Q1: 6,298 shares; 2025Q2: 6,959 shares; 2025Q3: 6,571 shares; 2025Q4: 6,599 shares 6,599 $1.07M 0.06% +28 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 217 shares; 2024Q4: 242 shares; 2025Q1: 253 shares; 2025Q2: 240 shares; 2025Q3: 3,451 shares; 2025Q4: 3,763 shares 3,763 $1.07M 0.06% +312 Timeline XBI 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: 9,373 shares; 2024Q4: 9,655 shares; 2025Q1: 9,771 shares; 2025Q2: 8,699 shares; 2025Q3: 8,612 shares; 2025Q4: 8,614 shares 8,614 $1.05M 0.06% +2 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,429 shares; 2024Q4: 25,876 shares; 2025Q1: 25,883 shares; 2025Q2: 25,811 shares; 2025Q3: 31,289 shares; 2025Q4: 38,149 shares 38,149 $1.05M 0.06% +6,860 Timeline PNFP PINNACLE FINL PARTNERS INC More: the full row for PINNACLE FINL PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,954 shares 10,954 $1.05M 0.06% new Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,192 shares; 2024Q4: 17,217 shares; 2025Q1: 17,445 shares; 2025Q2: 14,680 shares; 2025Q3: 14,461 shares; 2025Q4: 13,859 shares 13,859 $1.02M 0.06% -602 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,932 shares; 2024Q4: 13,432 shares; 2025Q1: 11,057 shares; 2025Q2: 11,462 shares; 2025Q3: 11,462 shares; 2025Q4: 15,793 shares 15,793 $1.02M 0.06% +4,331 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: 1,001 shares; 2024Q4: 1,002 shares; 2025Q1: 1,003 shares; 2025Q2: 1,001 shares; 2025Q3: 1,000 shares; 2025Q4: 1,002 shares 1,002 $1.01M 0.06% +2 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: 28,868 shares; 2024Q4: 23,515 shares; 2025Q1: 23,369 shares; 2025Q2: 22,221 shares; 2025Q3: 4,895 shares; 2025Q4: 5,656 shares 5,656 $993K 0.05% +761 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,360 shares; 2024Q4: 14,490 shares; 2025Q1: 14,490 shares; 2025Q2: 14,490 shares; 2025Q3: 14,490 shares; 2025Q4: 14,490 shares 14,490 $991K 0.05% 0 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,318 shares; 2024Q4: 12,195 shares; 2025Q1: 12,375 shares; 2025Q2: 12,515 shares; 2025Q3: 11,872 shares; 2025Q4: 11,112 shares 11,112 $987K 0.05% -760 Timeline TEAM ATLASSIAN CORPORATION More: the full row for ATLASSIAN CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 204 shares; 2024Q4: 204 shares; 2025Q1: 207 shares; 2025Q2: 205 shares; 2025Q3: 2,874 shares; 2025Q4: 6,009 shares 6,009 $974K 0.05% +3,135 Timeline UTI UNIVERSAL TECHNICAL INST INC More: the full row for UNIVERSAL TECHNICAL INST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,993 shares; 2024Q4: 57,788 shares; 2025Q1: 38,460 shares; 2025Q2: 38,480 shares; 2025Q3: 36,697 shares; 2025Q4: 36,723 shares 36,723 $960K 0.05% +26 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,790 shares; 2024Q4: 28,790 shares; 2025Q1: 28,616 shares; 2025Q2: 28,299 shares; 2025Q3: 28,299 shares; 2025Q4: 28,311 shares 28,311 $958K 0.05% +12 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: 325 shares; 2024Q4: 348 shares; 2025Q1: 500 shares; 2025Q2: 569 shares; 2025Q3: 562 shares; 2025Q4: 6,164 shares 6,164 $944K 0.05% +5,602 Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,890 shares; 2024Q4: 1,995 shares; 2025Q1: 476 shares; 2025Q2: 189 shares; 2025Q3: 26,201 shares; 2025Q4: 58,576 shares 58,576 $941K 0.05% +32,375 Timeline VPU 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: 4,231 shares; 2024Q4: 4,411 shares; 2025Q1: 4,490 shares; 2025Q2: 4,390 shares; 2025Q3: 4,390 shares; 2025Q4: 5,085 shares 5,085 $941K 0.05% +695 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,752 shares; 2024Q4: 4,612 shares; 2025Q1: 6,839 shares; 2025Q2: 7,170 shares; 2025Q3: 6,861 shares; 2025Q4: 9,580 shares 9,580 $936K 0.05% +2,719 Timeline CLIP GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,250 shares; 2024Q4: 9,250 shares; 2025Q1: 9,250 shares; 2025Q2: 9,250 shares; 2025Q3: 9,250 shares; 2025Q4: 9,250 shares 9,250 $926K 0.05% 0 Timeline CGMM CAPITAL GROUP EQUITY ETF TR More: the full row for CAPITAL GROUP EQUITY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27,690 shares; 2025Q3: 31,578 shares; 2025Q4: 31,580 shares 31,580 $911K 0.05% +2 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,690 shares; 2024Q4: 3,488 shares; 2025Q1: 3,217 shares; 2025Q2: 3,270 shares; 2025Q3: 3,664 shares; 2025Q4: 6,813 shares 6,813 $905K 0.05% +3,149 Timeline FTLS FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,728 shares; 2024Q4: 12,728 shares; 2025Q1: 12,728 shares; 2025Q2: 12,728 shares; 2025Q3: 12,728 shares; 2025Q4: 12,728 shares 12,728 $904K 0.05% 0 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,106 shares; 2024Q4: 3,206 shares; 2025Q1: 2,545 shares; 2025Q2: 2,267 shares; 2025Q3: 4,834 shares; 2025Q4: 6,190 shares 6,190 $892K 0.05% +1,356 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,512 shares; 2024Q4: 4,547 shares; 2025Q1: 4,532 shares; 2025Q2: 4,533 shares; 2025Q3: 4,857 shares; 2025Q4: 4,817 shares 4,817 $886K 0.05% -40 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: 5,520 shares; 2024Q4: 5,596 shares; 2025Q1: 5,519 shares; 2025Q2: 5,553 shares; 2025Q3: 5,857 shares; 2025Q4: 6,474 shares 6,474 $884K 0.05% +617 Timeline JHS HANCOCK JOHN INCOME SECS TR More: the full row for HANCOCK JOHN INCOME SECS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 127,379 shares; 2024Q4: 122,797 shares; 2025Q1: 109,985 shares; 2025Q2: 99,825 shares; 2025Q3: 92,925 shares; 2025Q4: 73,436 shares 73,436 $860K 0.05% -19,489 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,054 shares; 2024Q4: 38,093 shares; 2025Q1: 38,782 shares; 2025Q2: 38,761 shares; 2025Q3: 36,268 shares; 2025Q4: 35,006 shares 35,006 $849K 0.05% -1,262 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: 12,418 shares; 2024Q4: 12,491 shares; 2025Q1: 12,420 shares; 2025Q2: 11,364 shares; 2025Q3: 10,917 shares; 2025Q4: 18,690 shares 18,690 $836K 0.05% +7,773 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: 13 shares; 2024Q4: 7 shares; 2025Q1: 21 shares; 2025Q2: 15 shares; 2025Q3: 5,205 shares; 2025Q4: 9,680 shares 9,680 $835K 0.05% +4,475 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,318 shares; 2024Q4: 3,397 shares; 2025Q1: 3,443 shares; 2025Q2: 3,343 shares; 2025Q3: 3,183 shares; 2025Q4: 3,248 shares 3,248 $835K 0.05% +65 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,871 shares; 2024Q4: 13,871 shares; 2025Q1: 15,871 shares; 2025Q2: 16,771 shares; 2025Q3: 16,771 shares; 2025Q4: 17,371 shares 17,371 $831K 0.05% +600 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: 559 shares; 2024Q4: 567 shares; 2025Q1: 579 shares; 2025Q2: 606 shares; 2025Q3: 660 shares; 2025Q4: 776 shares 776 $831K 0.05% +116 Timeline EWJ 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: 10,087 shares; 2024Q4: 10,123 shares; 2025Q1: 10,123 shares; 2025Q2: 10,190 shares; 2025Q3: 10,190 shares; 2025Q4: 10,270 shares 10,270 $829K 0.05% +80 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 364 shares; 2024Q4: 424 shares; 2025Q1: 541 shares; 2025Q2: 517 shares; 2025Q3: 4,450 shares; 2025Q4: 6,098 shares 6,098 $828K 0.05% +1,648 Timeline GMED GLOBUS MED INC More: the full row for GLOBUS MED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,748 shares; 2024Q4: 9,748 shares; 2025Q1: 9,748 shares; 2025Q2: 9,748 shares; 2025Q3: 9,333 shares; 2025Q4: 9,384 shares 9,384 $819K 0.05% +51 Timeline WTFC WINTRUST FINL CORP More: the full row for WINTRUST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,083 shares; 2024Q4: 3,083 shares; 2025Q1: 3,084 shares; 2025Q2: 3,006 shares; 2025Q3: 3,006 shares; 2025Q4: 5,859 shares 5,859 $819K 0.05% +2,853 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,887 shares; 2024Q4: 16,888 shares; 2025Q1: 16,888 shares; 2025Q2: 18,139 shares; 2025Q3: 18,889 shares; 2025Q4: 20,185 shares 20,185 $812K 0.04% +1,296 Timeline TAGG T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,750 shares; 2025Q3: 16,875 shares; 2025Q4: 18,725 shares 18,725 $806K 0.04% +1,850 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: 2,578 shares; 2024Q4: 2,567 shares; 2025Q1: 2,786 shares; 2025Q2: 2,913 shares; 2025Q3: 7,047 shares; 2025Q4: 7,988 shares 7,988 $798K 0.04% +941 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,131 shares; 2024Q4: 1,252 shares; 2025Q1: 1,045 shares; 2025Q2: 983 shares; 2025Q3: 898 shares; 2025Q4: 903 shares 903 $794K 0.04% +5 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: 44,358 shares; 2024Q4: 3,523 shares; 2025Q1: 3,469 shares; 2025Q2: 3,896 shares; 2025Q3: 3,743 shares; 2025Q4: 2,990 shares 2,990 $792K 0.04% -753 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 150 shares; 2024Q4: 7,161 shares; 2025Q1: 9,225 shares; 2025Q2: 12,425 shares; 2025Q3: 20,025 shares; 2025Q4: 20,475 shares 20,475 $785K 0.04% +450 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: 8,650 shares; 2024Q4: 8,550 shares; 2025Q1: 8,400 shares; 2025Q2: 8,401 shares; 2025Q3: 8,320 shares; 2025Q4: 18,008 shares 18,008 $769K 0.04% +9,688 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: 5,002 shares; 2024Q4: 5,306 shares; 2025Q1: 5,332 shares; 2025Q2: 5,698 shares; 2025Q3: 6,910 shares; 2025Q4: 6,657 shares 6,657 $768K 0.04% -253 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS 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: 15,774 shares 15,774 $766K 0.04% new Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 58 shares; 2025Q1: 120 shares; 2025Q2: 115 shares; 2025Q3: 605 shares; 2025Q4: 820 shares 820 $765K 0.04% +215 Timeline MTN VAIL RESORTS INC More: the full row for VAIL RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78 shares; 2024Q4: 76 shares; 2025Q1: 76 shares; 2025Q2: 76 shares; 2025Q3: 76 shares; 2025Q4: 5,763 shares 5,763 $765K 0.04% +5,687 Timeline DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,107 shares; 2024Q4: 77,165 shares; 2025Q1: 76,985 shares; 2025Q2: 80,184 shares; 2025Q3: 76,389 shares; 2025Q4: 76,389 shares 76,389 $763K 0.04% 0 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: 540 shares; 2024Q4: 455 shares; 2025Q1: 400 shares; 2025Q2: 403 shares; 2025Q3: 609 shares; 2025Q4: 975 shares 975 $753K 0.04% +366 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,111 shares; 2024Q4: 2,116 shares; 2025Q1: 2,096 shares; 2025Q2: 2,073 shares; 2025Q3: 1,878 shares; 2025Q4: 1,963 shares 1,963 $752K 0.04% +85 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,779 shares; 2024Q4: 5,779 shares; 2025Q1: 5,779 shares; 2025Q2: 4,400 shares; 2025Q3: 4,400 shares; 2025Q4: 4,400 shares 4,400 $743K 0.04% 0 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,788 shares; 2024Q4: 5,774 shares; 2025Q1: 5,884 shares; 2025Q2: 5,825 shares; 2025Q3: 6,358 shares; 2025Q4: 7,230 shares 7,230 $729K 0.04% +872 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: 45 shares; 2024Q4: 46 shares; 2025Q1: 48 shares; 2025Q2: 47 shares; 2025Q3: 42 shares; 2025Q4: 135 shares 135 $724K 0.04% +93 Timeline XNIEX VIRTUS EQUITY & CONV INCM FD More: the full row for VIRTUS EQUITY & CONV INCM FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,210 shares; 2024Q4: 30,210 shares; 2025Q1: 29,441 shares; 2025Q2: 28,991 shares; 2025Q3: 28,991 shares; 2025Q4: 28,991 shares 28,991 $722K 0.04% 0 Timeline FLR FLUOR CORP More: the full row for FLUOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,237 shares; 2024Q4: 18,007 shares; 2025Q1: 17,892 shares; 2025Q2: 17,767 shares; 2025Q3: 17,265 shares; 2025Q4: 18,013 shares 18,013 $714K 0.04% +748 Timeline BITW BITWISE 10 CRYPTO INDEX ETF More: the full row for BITWISE 10 CRYPTO INDEX ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,925 shares 11,925 $701K 0.04% new Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,519 shares; 2025Q1: 2,441 shares; 2025Q2: 2,457 shares; 2025Q3: 3,260 shares; 2025Q4: 5,339 shares 5,339 $700K 0.04% +2,079 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: 25,324 shares; 2024Q4: 24,937 shares; 2025Q1: 19,006 shares; 2025Q2: 8,711 shares; 2025Q3: 8,715 shares; 2025Q4: 6,917 shares 6,917 $694K 0.04% -1,798 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 936 shares; 2025Q4: 1,224 shares 1,224 $687K 0.04% +288 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: 2,268 shares; 2024Q4: 2,333 shares; 2025Q1: 2,484 shares; 2025Q2: 2,559 shares; 2025Q3: 2,560 shares; 2025Q4: 2,648 shares 2,648 $683K 0.04% +88 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: 1,616 shares; 2024Q4: 1,651 shares; 2025Q1: 1,710 shares; 2025Q2: 1,549 shares; 2025Q3: 1,122 shares; 2025Q4: 2,542 shares 2,542 $682K 0.04% +1,420 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: 963 shares; 2024Q4: 966 shares; 2025Q1: 983 shares; 2025Q2: 982 shares; 2025Q3: 982 shares; 2025Q4: 1,386 shares 1,386 $680K 0.04% +404 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,767 shares; 2024Q4: 1,774 shares; 2025Q1: 1,838 shares; 2025Q2: 1,723 shares; 2025Q3: 2,105 shares; 2025Q4: 3,662 shares 3,662 $679K 0.04% +1,557 Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,210 shares; 2024Q4: 19,527 shares; 2025Q1: 19,319 shares; 2025Q2: 19,524 shares; 2025Q3: 18,499 shares; 2025Q4: 17,692 shares 17,692 $679K 0.04% -807 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: 3,812 shares; 2024Q4: 3,976 shares; 2025Q1: 2,836 shares; 2025Q2: 2,809 shares; 2025Q3: 3,411 shares; 2025Q4: 4,403 shares 4,403 $676K 0.04% +992 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 331,255 shares; 2024Q4: 322,202 shares; 2025Q1: 293,301 shares; 2025Q2: 59,832 shares; 2025Q3: 49,087 shares; 2025Q4: 38,912 shares 38,912 $671K 0.04% -10,175 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,522 shares; 2024Q4: 3,544 shares; 2025Q1: 3,577 shares; 2025Q2: 3,589 shares; 2025Q3: 3,595 shares; 2025Q4: 3,624 shares 3,624 $671K 0.04% +29 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,160 shares; 2024Q4: 4,463 shares; 2025Q1: 4,455 shares; 2025Q2: 4,539 shares; 2025Q3: 5,380 shares; 2025Q4: 5,373 shares 5,373 $660K 0.04% -7 Timeline EVN EATON VANCE MUN INCOME TR More: the full row for EATON VANCE MUN INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 195,100 shares; 2024Q4: 205,100 shares; 2025Q1: 208,100 shares; 2025Q2: 61,000 shares; 2025Q3: 61,000 shares; 2025Q4: 61,000 shares 61,000 $656K 0.04% 0 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,016 shares; 2024Q4: 11,876 shares; 2025Q1: 12,272 shares; 2025Q2: 12,862 shares; 2025Q3: 13,996 shares; 2025Q4: 13,096 shares 13,096 $642K 0.04% -900 Timeline ACM AECOM More: the full row for AECOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 755 shares; 2024Q4: 755 shares; 2025Q1: 1,180 shares; 2025Q2: 6,015 shares; 2025Q3: 6,460 shares; 2025Q4: 6,640 shares 6,640 $633K 0.03% +180 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: 8,343 shares; 2024Q4: 8,364 shares; 2025Q1: 7,556 shares; 2025Q2: 6,635 shares; 2025Q3: 6,838 shares; 2025Q4: 7,029 shares 7,029 $629K 0.03% +191 Timeline ETHE GRAYSCALE ETHEREUM STAKING E More: the full row for GRAYSCALE ETHEREUM STAKING E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,334 shares; 2024Q4: 25,334 shares; 2025Q1: 25,284 shares; 2025Q2: 25,284 shares; 2025Q3: 25,784 shares; 2025Q4: 25,784 shares 25,784 $628K 0.03% 0 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,135 shares; 2024Q4: 2,521 shares; 2025Q1: 1,968 shares; 2025Q2: 1,583 shares; 2025Q3: 1,675 shares; 2025Q4: 1,924 shares 1,924 $623K 0.03% +249 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,082 shares; 2024Q4: 1,234 shares; 2025Q1: 1,240 shares; 2025Q2: 1,234 shares; 2025Q3: 9,751 shares; 2025Q4: 17,971 shares 17,971 $619K 0.03% +8,220 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 719 shares; 2024Q4: 861 shares; 2025Q1: 764 shares; 2025Q2: 448 shares; 2025Q3: 7,265 shares; 2025Q4: 9,175 shares 9,175 $614K 0.03% +1,910 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,641 shares; 2024Q4: 4,219 shares; 2025Q1: 4,535 shares; 2025Q2: 4,195 shares; 2025Q3: 4,297 shares; 2025Q4: 29,748 shares 29,748 $614K 0.03% +25,451 Timeline RSPG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,968 shares; 2024Q4: 6,868 shares; 2025Q1: 7,594 shares; 2025Q2: 7,898 shares; 2025Q3: 7,701 shares; 2025Q4: 7,705 shares 7,705 $613K 0.03% +4 Timeline XTWO BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,710 shares; 2024Q4: 12,865 shares; 2025Q1: 12,865 shares; 2025Q2: 12,865 shares; 2025Q3: 12,365 shares; 2025Q4: 12,365 shares 12,365 $612K 0.03% 0 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: 90,968 shares; 2024Q4: 122,112 shares; 2025Q1: 120,840 shares; 2025Q2: 15,477 shares; 2025Q3: 14,727 shares; 2025Q4: 11,935 shares 11,935 $607K 0.03% -2,792 Timeline ESTC ELASTIC N V More: the full row for ELASTIC N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 3,957 shares; 2025Q4: 7,951 shares 7,951 $600K 0.03% +3,994 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,550 shares; 2025Q3: 13,550 shares; 2025Q4: 13,550 shares 13,550 $590K 0.03% 0 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: 115 shares; 2024Q4: 125 shares; 2025Q1: 200 shares; 2025Q2: not reported; 2025Q3: 3,559 shares; 2025Q4: 5,133 shares 5,133 $589K 0.03% +1,574 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: 2,018 shares; 2024Q4: 2,126 shares; 2025Q1: 2,181 shares; 2025Q2: 2,131 shares; 2025Q3: 2,135 shares; 2025Q4: 2,154 shares 2,154 $588K 0.03% +19 Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,006 shares; 2025Q4: 2,564 shares 2,564 $587K 0.03% +558 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 80 shares; 2025Q3: 2,384 shares; 2025Q4: 2,474 shares 2,474 $587K 0.03% +90 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,158 shares; 2024Q4: 1,096 shares; 2025Q1: 2,129 shares; 2025Q2: 1,842 shares; 2025Q3: 2,464 shares; 2025Q4: 1,677 shares 1,677 $587K 0.03% -787 Timeline LYFT LYFT INC More: the full row for LYFT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20 shares; 2025Q2: 20 shares; 2025Q3: 28,480 shares; 2025Q4: 30,234 shares 30,234 $586K 0.03% +1,754 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: 10,958 shares; 2024Q4: 11,231 shares; 2025Q1: 11,160 shares; 2025Q2: 10,748 shares; 2025Q3: 8,202 shares; 2025Q4: 10,962 shares 10,962 $585K 0.03% +2,760 Timeline IEUR 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: 7,738 shares; 2024Q4: 7,840 shares; 2025Q1: 7,840 shares; 2025Q2: 7,994 shares; 2025Q3: 8,010 shares; 2025Q4: 8,091 shares 8,091 $574K 0.03% +81 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 251,798 shares; 2024Q4: 250,565 shares; 2025Q1: 10,666 shares; 2025Q2: 10,313 shares; 2025Q3: 10,308 shares; 2025Q4: 11,620 shares 11,620 $572K 0.03% +1,312 Timeline LVS LAS VEGAS SANDS CORP More: the full row for LAS VEGAS SANDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,315 shares; 2024Q4: 1,333 shares; 2025Q1: 1,399 shares; 2025Q2: 813 shares; 2025Q3: 1,192 shares; 2025Q4: 8,724 shares 8,724 $568K 0.03% +7,532 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,605 shares; 2024Q4: 10,746 shares; 2025Q1: 10,884 shares; 2025Q2: 11,070 shares; 2025Q3: 11,116 shares; 2025Q4: 15,189 shares 15,189 $562K 0.03% +4,073 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: 1,228 shares; 2024Q4: 3,848 shares; 2025Q1: 3,791 shares; 2025Q2: 5,230 shares; 2025Q3: 5,501 shares; 2025Q4: 5,232 shares 5,232 $560K 0.03% -269 Timeline DLTR DOLLAR TREE INC More: the full row for DOLLAR TREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,079 shares; 2024Q4: 13,814 shares; 2025Q1: 5,573 shares; 2025Q2: 5,624 shares; 2025Q3: 5,517 shares; 2025Q4: 4,554 shares 4,554 $560K 0.03% -963 Timeline TGLS TECNOGLASS INC More: the full row for TECNOGLASS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,557 shares; 2024Q4: 11,562 shares; 2025Q1: 11,577 shares; 2025Q2: 11,582 shares; 2025Q3: 11,052 shares; 2025Q4: 11,043 shares 11,043 $556K 0.03% -9 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: 3,437 shares; 2024Q4: 3,439 shares; 2025Q1: 3,438 shares; 2025Q2: 3,276 shares; 2025Q3: 4,392 shares; 2025Q4: 4,956 shares 4,956 $555K 0.03% +564 Timeline OSBC OLD SECOND BANCORP INC DEL More: the full row for OLD SECOND BANCORP INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,080 shares; 2024Q4: 28,035 shares; 2025Q1: 28,070 shares; 2025Q2: 28,170 shares; 2025Q3: 28,201 shares; 2025Q4: 28,292 shares 28,292 $552K 0.03% +91 Timeline ESPO VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,340 shares; 2024Q4: 5,340 shares; 2025Q1: 5,340 shares; 2025Q2: 5,340 shares; 2025Q3: 5,340 shares; 2025Q4: 5,300 shares 5,300 $549K 0.03% -40 Timeline HODL VANECK BITCOIN ETF More: the full row for VANECK BITCOIN ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,000 shares; 2024Q4: 3,500 shares; 2025Q1: 14,000 shares; 2025Q2: 20,000 shares; 2025Q3: 17,000 shares; 2025Q4: 22,000 shares 22,000 $544K 0.03% +5,000 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,950 shares; 2024Q4: 9,950 shares; 2025Q1: 9,150 shares; 2025Q2: 11,150 shares; 2025Q3: 11,150 shares; 2025Q4: 10,150 shares 10,150 $542K 0.03% -1,000 Timeline JPC NUVEEN PFD & INCOME OPPORTUN More: the full row for NUVEEN PFD & INCOME OPPORTUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 514,042 shares; 2024Q4: 503,105 shares; 2025Q1: 427,519 shares; 2025Q2: 69,400 shares; 2025Q3: 68,510 shares; 2025Q4: 66,236 shares 66,236 $537K 0.03% -2,274 Timeline ENVX ENOVIX CORPORATION More: the full row for ENOVIX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,600 shares; 2024Q4: 63,675 shares; 2025Q1: 63,745 shares; 2025Q2: 63,890 shares; 2025Q3: 72,850 shares; 2025Q4: 73,296 shares 73,296 $536K 0.03% +446 Timeline PECO PHILLIPS EDISON & CO INC More: the full row for PHILLIPS EDISON & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,970 shares; 2024Q4: 15,005 shares; 2025Q1: 15,010 shares; 2025Q2: 15,010 shares; 2025Q3: 14,995 shares; 2025Q4: 15,041 shares 15,041 $535K 0.03% +46 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 410 shares; 2024Q4: 401 shares; 2025Q1: 460 shares; 2025Q2: 529 shares; 2025Q3: 1,436 shares; 2025Q4: 9,157 shares 9,157 $535K 0.03% +7,721 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: 1,934 shares; 2024Q4: 1,890 shares; 2025Q1: 1,846 shares; 2025Q2: 1,834 shares; 2025Q3: 1,816 shares; 2025Q4: 2,966 shares 2,966 $534K 0.03% +1,150 Timeline MGM MGM RESORTS INTERNATIONAL More: the full row for MGM RESORTS INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,985 shares; 2024Q4: 14,960 shares; 2025Q1: 14,640 shares; 2025Q2: 14,180 shares; 2025Q3: 18,229 shares; 2025Q4: 14,635 shares 14,635 $534K 0.03% -3,594 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: 1,982 shares; 2024Q4: 2,046 shares; 2025Q1: 2,260 shares; 2025Q2: 2,514 shares; 2025Q3: 3,996 shares; 2025Q4: 3,947 shares 3,947 $533K 0.03% -49 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,468 shares; 2024Q4: 6,442 shares; 2025Q1: 6,411 shares; 2025Q2: 6,502 shares; 2025Q3: 6,549 shares; 2025Q4: 7,220 shares 7,220 $532K 0.03% +671 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: 422 shares; 2024Q4: 531 shares; 2025Q1: 3,270 shares; 2025Q2: 6,405 shares; 2025Q3: 6,942 shares; 2025Q4: 3,885 shares 3,885 $530K 0.03% -3,057 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5 shares; 2024Q4: 5 shares; 2025Q1: 20 shares; 2025Q2: 45 shares; 2025Q3: 11,506 shares; 2025Q4: 11,869 shares 11,869 $529K 0.03% +363 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 565 shares; 2024Q4: 576 shares; 2025Q1: 585 shares; 2025Q2: 557 shares; 2025Q3: 560 shares; 2025Q4: 681 shares 681 $522K 0.03% +121 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,012 shares; 2024Q4: 12,013 shares; 2025Q1: 14,515 shares; 2025Q2: 14,410 shares; 2025Q3: 12,032 shares; 2025Q4: 11,707 shares 11,707 $521K 0.03% -325 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: 10,005 shares; 2024Q4: 10,197 shares; 2025Q1: 9,326 shares; 2025Q2: 5,833 shares; 2025Q3: 4,977 shares; 2025Q4: 4,957 shares 4,957 $521K 0.03% -20 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: 3,184 shares; 2024Q4: 3,697 shares; 2025Q1: 5,187 shares; 2025Q2: 7,093 shares; 2025Q3: 7,101 shares; 2025Q4: 8,325 shares 8,325 $520K 0.03% +1,224 Timeline QQQM 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: 2,052 shares; 2024Q4: 2,052 shares; 2025Q1: 2,052 shares; 2025Q2: 2,052 shares; 2025Q3: 2,052 shares; 2025Q4: 2,052 shares 2,052 $519K 0.03% 0 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: 3,219 shares; 2024Q4: 3,324 shares; 2025Q1: 3,270 shares; 2025Q2: 3,034 shares; 2025Q3: 3,457 shares; 2025Q4: 4,432 shares 4,432 $517K 0.03% +975 Timeline CPT CAMDEN PPTY TR More: the full row for CAMDEN PPTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,588 shares; 2024Q4: 7,594 shares; 2025Q1: 7,570 shares; 2025Q2: 6,440 shares; 2025Q3: 6,192 shares; 2025Q4: 4,692 shares 4,692 $516K 0.03% -1,500 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: 2,607 shares; 2024Q4: 2,658 shares; 2025Q1: 2,617 shares; 2025Q2: 2,722 shares; 2025Q3: 2,678 shares; 2025Q4: 2,682 shares 2,682 $512K 0.03% +4 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: 2,526 shares; 2024Q4: 2,693 shares; 2025Q1: 2,673 shares; 2025Q2: 2,235 shares; 2025Q3: 2,012 shares; 2025Q4: 2,091 shares 2,091 $504K 0.03% +79 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,807 shares; 2024Q4: 7,807 shares; 2025Q1: 7,807 shares; 2025Q2: 7,207 shares; 2025Q3: 7,044 shares; 2025Q4: 7,044 shares 7,044 $503K 0.03% 0 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,889 shares; 2024Q4: 2,883 shares; 2025Q1: 2,689 shares; 2025Q2: 2,669 shares; 2025Q3: 2,780 shares; 2025Q4: 2,674 shares 2,674 $503K 0.03% -106 Timeline ASB ASSOCIATED BANC-CORP More: the full row for ASSOCIATED BANC-CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,200 shares; 2024Q4: 18,155 shares; 2025Q1: 18,760 shares; 2025Q2: 18,565 shares; 2025Q3: 19,282 shares; 2025Q4: 19,454 shares 19,454 $501K 0.03% +172 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,738 shares; 2024Q4: 6,867 shares; 2025Q1: 6,422 shares; 2025Q2: 6,057 shares; 2025Q3: 6,256 shares; 2025Q4: 6,261 shares 6,261 $501K 0.03% +5 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,822 shares; 2024Q4: 12,766 shares; 2025Q1: 12,767 shares; 2025Q2: 12,767 shares; 2025Q3: 12,768 shares; 2025Q4: 18,588 shares 18,588 $500K 0.03% +5,820 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: 6,553 shares; 2024Q4: 6,771 shares; 2025Q1: 7,161 shares; 2025Q2: 7,193 shares; 2025Q3: 7,199 shares; 2025Q4: 7,201 shares 7,201 $500K 0.03% +2 Timeline AXS AXIS CAP HLDGS LTD More: the full row for AXIS CAP HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5 shares; 2025Q2: 10 shares; 2025Q3: 2,169 shares; 2025Q4: 4,649 shares 4,649 $498K 0.03% +2,480 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,555 shares; 2024Q4: 16,555 shares; 2025Q1: 16,150 shares; 2025Q2: 15,950 shares; 2025Q3: 15,550 shares; 2025Q4: 16,800 shares 16,800 $496K 0.03% +1,250 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,412 shares; 2024Q4: 7,398 shares; 2025Q1: 7,144 shares; 2025Q2: 7,104 shares; 2025Q3: 7,822 shares; 2025Q4: 10,563 shares 10,563 $491K 0.03% +2,741 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 848 shares; 2024Q4: 1,019 shares; 2025Q1: 1,220 shares; 2025Q2: 1,893 shares; 2025Q3: 2,547 shares; 2025Q4: 2,515 shares 2,515 $489K 0.03% -32 Timeline RGT ROYCE GLOBAL TRUST INC More: the full row for ROYCE GLOBAL TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,323 shares; 2024Q4: 37,463 shares; 2025Q1: 35,730 shares; 2025Q2: 36,577 shares; 2025Q3: 36,577 shares; 2025Q4: 37,110 shares 37,110 $487K 0.03% +533 Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,156 shares; 2024Q4: 4,160 shares; 2025Q1: 3,965 shares; 2025Q2: 3,934 shares; 2025Q3: 2,516 shares; 2025Q4: 3,490 shares 3,490 $485K 0.03% +974 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: not reported; 2024Q4: 16 shares; 2025Q1: 267 shares; 2025Q2: 267 shares; 2025Q3: 697 shares; 2025Q4: 792 shares 792 $485K 0.03% +95 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2 shares; 2025Q3: 5 shares; 2025Q4: 1,666 shares 1,666 $483K 0.03% +1,661 Timeline BITQ BITWISE FUNDS TRUST More: the full row for BITWISE FUNDS 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: not reported; 2025Q4: 24,250 shares 24,250 $483K 0.03% new 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: 9,016 shares; 2024Q4: 9,022 shares; 2025Q1: 8,488 shares; 2025Q2: 7,991 shares; 2025Q3: 8,580 shares; 2025Q4: 8,697 shares 8,697 $476K 0.03% +117 Timeline MKTX MARKETAXESS HLDGS INC More: the full row for MARKETAXESS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92 shares; 2024Q4: 92 shares; 2025Q1: not reported; 2025Q2: 2 shares; 2025Q3: 1,736 shares; 2025Q4: 2,622 shares 2,622 $475K 0.03% +886 Timeline TGNA TEGNA INC More: the full row for TEGNA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,196 shares; 2024Q4: 24,501 shares; 2025Q1: 24,591 shares; 2025Q2: 24,706 shares; 2025Q3: 27,230 shares; 2025Q4: 24,461 shares 24,461 $475K 0.03% -2,769 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: 3,733 shares; 2024Q4: 3,777 shares; 2025Q1: 3,775 shares; 2025Q2: 3,751 shares; 2025Q3: 6,637 shares; 2025Q4: 5,359 shares 5,359 $468K 0.03% -1,278 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,549 shares; 2024Q4: 6,549 shares; 2025Q1: 6,549 shares; 2025Q2: 6,549 shares; 2025Q3: 6,549 shares; 2025Q4: 6,549 shares 6,549 $468K 0.03% 0 Timeline ASO ACADEMY SPORTS & OUTDOORS IN More: the full row for ACADEMY SPORTS & OUTDOORS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,995 shares; 2024Q4: 13,005 shares; 2025Q1: 13,030 shares; 2025Q2: 10,870 shares; 2025Q3: 10,840 shares; 2025Q4: 9,355 shares 9,355 $467K 0.03% -1,485 Timeline EQAL 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: 9,535 shares; 2024Q4: 8,806 shares; 2025Q1: 8,823 shares; 2025Q2: 8,839 shares; 2025Q3: 8,857 shares; 2025Q4: 8,874 shares 8,874 $467K 0.03% +17 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,338 shares; 2024Q4: 3,334 shares; 2025Q1: 3,320 shares; 2025Q2: 3,134 shares; 2025Q3: 4,835 shares; 2025Q4: 4,569 shares 4,569 $456K 0.03% -266 Timeline VFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,575 shares 11,575 $456K 0.03% new 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: 1,699 shares; 2024Q4: 1,727 shares; 2025Q1: 1,731 shares; 2025Q2: 1,744 shares; 2025Q3: 1,679 shares; 2025Q4: 1,766 shares 1,766 $454K 0.02% +87 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: 7,118 shares; 2024Q4: 5,935 shares; 2025Q1: 5,855 shares; 2025Q2: 6,040 shares; 2025Q3: 6,066 shares; 2025Q4: 6,115 shares 6,115 $449K 0.02% +49 Timeline PB PROSPERITY BANCSHARES INC More: the full row for PROSPERITY BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,991 shares; 2025Q4: 6,489 shares 6,489 $448K 0.02% +3,498 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,530 shares; 2024Q4: 1,805 shares; 2025Q1: 1,741 shares; 2025Q2: 1,706 shares; 2025Q3: 1,656 shares; 2025Q4: 1,718 shares 1,718 $445K 0.02% +62 Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 370 shares; 2024Q4: 410 shares; 2025Q1: 410 shares; 2025Q2: 245 shares; 2025Q3: 4,431 shares; 2025Q4: 4,486 shares 4,486 $443K 0.02% +55 Timeline EG EVEREST GROUP LTD More: the full row for EVEREST GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2 shares; 2024Q4: 15 shares; 2025Q1: 1 shares; 2025Q2: 16 shares; 2025Q3: 1,372 shares; 2025Q4: 1,302 shares 1,302 $442K 0.02% -70 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: 646 shares; 2024Q4: 703 shares; 2025Q1: 878 shares; 2025Q2: 822 shares; 2025Q3: 2,947 shares; 2025Q4: 5,559 shares 5,559 $441K 0.02% +2,612 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: 2,181 shares; 2024Q4: 2,199 shares; 2025Q1: 2,067 shares; 2025Q2: 2,087 shares; 2025Q3: 2,117 shares; 2025Q4: 2,134 shares 2,134 $436K 0.02% +17 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,215 shares; 2024Q4: 1,409 shares; 2025Q1: 1,736 shares; 2025Q2: 1,748 shares; 2025Q3: 2,624 shares; 2025Q4: 2,685 shares 2,685 $435K 0.02% +61 Timeline G GENPACT LIMITED More: the full row for GENPACT LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6 shares; 2024Q4: 1 shares; 2025Q1: 11 shares; 2025Q2: 1 shares; 2025Q3: 4,184 shares; 2025Q4: 9,299 shares 9,299 $435K 0.02% +5,115 Timeline EQH EQUITABLE HLDGS INC More: the full row for EQUITABLE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,425 shares; 2024Q4: 11,425 shares; 2025Q1: 11,425 shares; 2025Q2: 8,725 shares; 2025Q3: 9,114 shares; 2025Q4: 9,129 shares 9,129 $435K 0.02% +15 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: 5,887 shares; 2024Q4: 5,848 shares; 2025Q1: 5,128 shares; 2025Q2: 5,375 shares; 2025Q3: 5,272 shares; 2025Q4: 5,503 shares 5,503 $435K 0.02% +231 Timeline NBIX NEUROCRINE BIOSCIENCES INC More: the full row for NEUROCRINE BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3 shares; 2025Q1: 3 shares; 2025Q2: not reported; 2025Q3: 2,765 shares; 2025Q4: 3,065 shares 3,065 $435K 0.02% +300 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,349 shares; 2024Q4: 5,297 shares; 2025Q1: 5,306 shares; 2025Q2: 5,768 shares; 2025Q3: 6,994 shares; 2025Q4: 6,411 shares 6,411 $430K 0.02% -583 Timeline EAT BRINKER INTL INC More: the full row for BRINKER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,170 shares; 2024Q4: 3,175 shares; 2025Q1: 3,115 shares; 2025Q2: 3,130 shares; 2025Q3: 3,123 shares; 2025Q4: 2,985 shares 2,985 $428K 0.02% -138 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,313 shares; 2024Q4: 4,393 shares; 2025Q1: 4,593 shares; 2025Q2: 4,571 shares; 2025Q3: 4,738 shares; 2025Q4: 4,477 shares 4,477 $427K 0.02% -261 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,994 shares; 2024Q4: 7,890 shares; 2025Q1: 7,822 shares; 2025Q2: 8,383 shares; 2025Q3: 9,008 shares; 2025Q4: 10,581 shares 10,581 $425K 0.02% +1,573 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: 2,130 shares; 2024Q4: 2,086 shares; 2025Q1: 1,533 shares; 2025Q2: 1,553 shares; 2025Q3: 4,681 shares; 2025Q4: 2,024 shares 2,024 $422K 0.02% -2,657 Timeline ADT ADT INC DEL More: the full row for ADT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 51,638 shares; 2025Q4: 52,125 shares 52,125 $421K 0.02% +487 Timeline ARKG ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,150 shares; 2024Q4: 15,150 shares; 2025Q1: 14,450 shares; 2025Q2: 14,450 shares; 2025Q3: 14,450 shares; 2025Q4: 14,450 shares 14,450 $419K 0.02% 0 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,337 shares; 2024Q4: 33,946 shares; 2025Q1: 25,841 shares; 2025Q2: 23,790 shares; 2025Q3: 21,808 shares; 2025Q4: 17,893 shares 17,893 $418K 0.02% -3,915 Timeline EGP EASTGROUP PPTYS INC More: the full row for EASTGROUP PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: not reported; 2025Q1: 2,465 shares; 2025Q2: 2,465 shares; 2025Q3: 2,333 shares; 2025Q4: 2,339 shares 2,339 $417K 0.02% +6 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,674 shares; 2024Q4: 4,678 shares; 2025Q1: 5,780 shares; 2025Q2: 5,586 shares; 2025Q3: 6,713 shares; 2025Q4: 4,551 shares 4,551 $416K 0.02% -2,162 Timeline BAB 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: 18,025 shares; 2024Q4: 18,025 shares; 2025Q1: 17,625 shares; 2025Q2: 17,625 shares; 2025Q3: 17,625 shares; 2025Q4: 15,275 shares 15,275 $415K 0.02% -2,350 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,597 shares; 2024Q4: 1,600 shares; 2025Q1: 1,656 shares; 2025Q2: 1,650 shares; 2025Q3: 1,710 shares; 2025Q4: 1,824 shares 1,824 $415K 0.02% +114 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: 109 shares; 2024Q4: 100 shares; 2025Q1: 21 shares; 2025Q2: 6 shares; 2025Q3: 10 shares; 2025Q4: 4,007 shares 4,007 $415K 0.02% +3,997 Timeline EXAS EXACT SCIENCES CORP More: the full row for EXACT SCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,105 shares; 2024Q4: 1,103 shares; 2025Q1: 1,100 shares; 2025Q2: 1,113 shares; 2025Q3: 3,887 shares; 2025Q4: 4,074 shares 4,074 $414K 0.02% +187 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: 32,633 shares; 2024Q4: 21,264 shares; 2025Q1: 29,453 shares; 2025Q2: 29,463 shares; 2025Q3: 15,948 shares; 2025Q4: 1,768 shares 1,768 $413K 0.02% -14,180 Timeline XHB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,000 shares; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 4,000 shares; 2025Q3: 4,000 shares; 2025Q4: 4,000 shares 4,000 $412K 0.02% 0 Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,713 shares; 2024Q4: 11,346 shares; 2025Q1: 16,625 shares; 2025Q2: 17,671 shares; 2025Q3: 24,034 shares; 2025Q4: 24,550 shares 24,550 $411K 0.02% +516 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: 292 shares; 2024Q4: 284 shares; 2025Q1: 223 shares; 2025Q2: 203 shares; 2025Q3: 359 shares; 2025Q4: 383 shares 383 $410K 0.02% +24 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: 417 shares; 2024Q4: 425 shares; 2025Q1: 412 shares; 2025Q2: 472 shares; 2025Q3: 706 shares; 2025Q4: 618 shares 618 $410K 0.02% -88 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82 shares; 2024Q4: 221 shares; 2025Q1: 306 shares; 2025Q2: 1,174 shares; 2025Q3: 1,009 shares; 2025Q4: 871 shares 871 $408K 0.02% -138 Timeline IFF INTERNATIONAL FLAVORS&FRAGRA More: the full row for INTERNATIONAL FLAVORS&FRAGRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,504 shares; 2024Q4: 1,338 shares; 2025Q1: 1,178 shares; 2025Q2: 1,177 shares; 2025Q3: 1,392 shares; 2025Q4: 6,057 shares 6,057 $408K 0.02% +4,665 Timeline IRT INDEPENDENCE RLTY TR INC More: the full row for INDEPENDENCE RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,968 shares; 2024Q4: 22,998 shares; 2025Q1: 23,128 shares; 2025Q2: 22,938 shares; 2025Q3: 23,043 shares; 2025Q4: 23,314 shares 23,314 $408K 0.02% +271 Timeline SF STIFEL FINL CORP More: the full row for STIFEL FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 765 shares; 2024Q4: 765 shares; 2025Q1: 780 shares; 2025Q2: 785 shares; 2025Q3: 1,584 shares; 2025Q4: 3,243 shares 3,243 $406K 0.02% +1,659 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: 2,811 shares; 2024Q4: 2,656 shares; 2025Q1: 2,553 shares; 2025Q2: 2,312 shares; 2025Q3: 2,334 shares; 2025Q4: 3,148 shares 3,148 $402K 0.02% +814 Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 150 shares; 2024Q4: 160 shares; 2025Q1: 205 shares; 2025Q2: 245 shares; 2025Q3: 20,241 shares; 2025Q4: 20,328 shares 20,328 $401K 0.02% +87 Timeline BWA BORGWARNER INC More: the full row for BORGWARNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,495 shares; 2024Q4: 3,675 shares; 2025Q1: 3,270 shares; 2025Q2: 3,205 shares; 2025Q3: 11,317 shares; 2025Q4: 8,865 shares 8,865 $399K 0.02% -2,452 Timeline POCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54 shares; 2024Q4: 54 shares; 2025Q1: 54 shares; 2025Q2: 54 shares; 2025Q3: 54 shares; 2025Q4: 9,090 shares 9,090 $399K 0.02% +9,036 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,237 shares; 2024Q4: 12,562 shares; 2025Q1: 15,912 shares; 2025Q2: 16,762 shares; 2025Q3: 23,262 shares; 2025Q4: 24,069 shares 24,069 $397K 0.02% +807 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,083 shares; 2024Q4: 3,089 shares; 2025Q1: 3,070 shares; 2025Q2: 3,084 shares; 2025Q3: 3,382 shares; 2025Q4: 4,437 shares 4,437 $391K 0.02% +1,055 Timeline ZBRA ZEBRA TECHNOLOGIES CORPORATI More: the full row for ZEBRA TECHNOLOGIES CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,429 shares; 2024Q4: 1,430 shares; 2025Q1: 1,341 shares; 2025Q2: 1,446 shares; 2025Q3: 1,443 shares; 2025Q4: 1,608 shares 1,608 $391K 0.02% +165 Timeline RIFR RUSSELL INVTS EXCHANGE TRADE More: the full row for RUSSELL INVTS EXCHANGE TRADE Quarterly shares; oldest 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: 15,085 shares 15,085 $389K 0.02% new 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: 345 shares; 2024Q4: 463 shares; 2025Q1: 842 shares; 2025Q2: 2,190 shares; 2025Q3: 2,341 shares; 2025Q4: 2,409 shares 2,409 $389K 0.02% +68 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,502 shares; 2024Q4: 2,003 shares; 2025Q1: 2,049 shares; 2025Q2: 2,513 shares; 2025Q3: 2,554 shares; 2025Q4: 2,552 shares 2,552 $388K 0.02% -2 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,275 shares; 2024Q4: 7,825 shares; 2025Q1: 8,272 shares; 2025Q2: 8,513 shares; 2025Q3: 8,256 shares; 2025Q4: 7,170 shares 7,170 $386K 0.02% -1,086 Timeline WTW WILLIS TOWERS WATSON PLC LTD More: the full row for WILLIS TOWERS WATSON PLC LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 807 shares; 2024Q4: 807 shares; 2025Q1: 793 shares; 2025Q2: 798 shares; 2025Q3: 1,166 shares; 2025Q4: 1,168 shares 1,168 $384K 0.02% +2 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 734 shares; 2024Q4: 734 shares; 2025Q1: 426 shares; 2025Q2: 435 shares; 2025Q3: 2,675 shares; 2025Q4: 2,907 shares 2,907 $381K 0.02% +232 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,050 shares; 2024Q4: 4,050 shares; 2025Q1: 4,050 shares; 2025Q2: 4,050 shares; 2025Q3: 4,050 shares; 2025Q4: 4,050 shares 4,050 $377K 0.02% 0 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: 550 shares; 2024Q4: 559 shares; 2025Q1: 570 shares; 2025Q2: 564 shares; 2025Q3: 6,868 shares; 2025Q4: 14,550 shares 14,550 $377K 0.02% +7,682 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: 16 shares; 2024Q4: 56 shares; 2025Q1: 56 shares; 2025Q2: 16 shares; 2025Q3: 736 shares; 2025Q4: 1,851 shares 1,851 $377K 0.02% +1,115 Timeline ARTY 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: 7,771 shares; 2024Q4: 7,771 shares; 2025Q1: 7,771 shares; 2025Q2: 7,771 shares; 2025Q3: 7,771 shares; 2025Q4: 7,771 shares 7,771 $374K 0.02% 0 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,591 shares; 2024Q4: 6,630 shares; 2025Q1: 6,659 shares; 2025Q2: 6,514 shares; 2025Q3: 7,548 shares; 2025Q4: 8,587 shares 8,587 $371K 0.02% +1,039 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: 107 shares; 2024Q4: 1,717 shares; 2025Q1: 1,777 shares; 2025Q2: 2,147 shares; 2025Q3: 2,622 shares; 2025Q4: 2,522 shares 2,522 $370K 0.02% -100 Timeline AMRZ AMRIZE LTD More: the full row for AMRIZE 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: 6,555 shares; 2025Q4: 6,835 shares 6,835 $370K 0.02% +280 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5 shares; 2025Q3: 4,832 shares; 2025Q4: 8,427 shares 8,427 $369K 0.02% +3,595 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,314 shares; 2024Q4: 1,325 shares; 2025Q1: 1,293 shares; 2025Q2: 1,410 shares; 2025Q3: 1,957 shares; 2025Q4: 5,314 shares 5,314 $369K 0.02% +3,357 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: 12,982 shares; 2024Q4: 13,142 shares; 2025Q1: 13,408 shares; 2025Q2: 12,965 shares; 2025Q3: 12,732 shares; 2025Q4: 12,785 shares 12,785 $368K 0.02% +53 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: 704 shares; 2024Q4: 704 shares; 2025Q1: 731 shares; 2025Q2: 748 shares; 2025Q3: 762 shares; 2025Q4: 788 shares 788 $368K 0.02% +26 Timeline ZDEK INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,200 shares; 2025Q1: 15,200 shares; 2025Q2: 15,200 shares; 2025Q3: 15,200 shares; 2025Q4: 14,200 shares 14,200 $365K 0.02% -1,000 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: 379 shares; 2024Q4: 436 shares; 2025Q1: 424 shares; 2025Q2: 535 shares; 2025Q3: 1,644 shares; 2025Q4: 2,112 shares 2,112 $364K 0.02% +468 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: 6,901 shares; 2024Q4: 6,314 shares; 2025Q1: 6,336 shares; 2025Q2: 6,286 shares; 2025Q3: 6,976 shares; 2025Q4: 6,855 shares 6,855 $362K 0.02% -121 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: 419 shares; 2024Q4: 460 shares; 2025Q1: 449 shares; 2025Q2: 442 shares; 2025Q3: 394 shares; 2025Q4: 438 shares 438 $359K 0.02% +44 Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12 shares; 2024Q4: 12 shares; 2025Q1: 11 shares; 2025Q2: 23 shares; 2025Q3: 1,607 shares; 2025Q4: 1,784 shares 1,784 $355K 0.02% +177 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: 9,458 shares; 2024Q4: 8,715 shares; 2025Q1: 9,124 shares; 2025Q2: 10,732 shares; 2025Q3: 11,502 shares; 2025Q4: 12,529 shares 12,529 $354K 0.02% +1,027 Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,863 shares; 2024Q4: 3,462 shares; 2025Q1: 3,147 shares; 2025Q2: 3,501 shares; 2025Q3: 6,505 shares; 2025Q4: 6,510 shares 6,510 $353K 0.02% +5 Timeline AKAM AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25 shares; 2024Q4: 0 shares; 2025Q1: 27 shares; 2025Q2: 26 shares; 2025Q3: 4,088 shares; 2025Q4: 4,028 shares 4,028 $351K 0.02% -60 Timeline BANK OF AMER CORP 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: 279 shares; 2024Q4: 279 shares; 2025Q1: 279 shares; 2025Q2: 279 shares; 2025Q3: 279 shares; 2025Q4: 279 shares 279 $349K 0.02% 0 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: 2,736 shares; 2024Q4: 2,736 shares; 2025Q1: 2,773 shares; 2025Q2: 2,773 shares; 2025Q3: 2,773 shares; 2025Q4: 2,905 shares 2,905 $349K 0.02% +132 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,471 shares; 2024Q4: 2,471 shares; 2025Q1: 2,471 shares; 2025Q2: 2,471 shares; 2025Q3: 2,471 shares; 2025Q4: 2,471 shares 2,471 $349K 0.02% 0 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,114 shares; 2024Q4: 18,575 shares; 2025Q1: 17,974 shares; 2025Q2: 14,990 shares; 2025Q3: 7,753 shares; 2025Q4: 8,025 shares 8,025 $347K 0.02% +272 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,955 shares; 2024Q4: 7,555 shares; 2025Q1: 7,555 shares; 2025Q2: 7,620 shares; 2025Q3: 9,620 shares; 2025Q4: 9,770 shares 9,770 $345K 0.02% +150 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 549 shares; 2024Q4: 549 shares; 2025Q1: 924 shares; 2025Q2: 924 shares; 2025Q3: 921 shares; 2025Q4: 921 shares 921 $344K 0.02% 0 Timeline NNN NNN REIT INC More: the full row for NNN REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 366 shares; 2024Q4: 366 shares; 2025Q1: 371 shares; 2025Q2: 366 shares; 2025Q3: 4,271 shares; 2025Q4: 8,636 shares 8,636 $342K 0.02% +4,365 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,946 shares; 2024Q4: 1,961 shares; 2025Q1: 1,866 shares; 2025Q2: 1,911 shares; 2025Q3: 2,978 shares; 2025Q4: 2,669 shares 2,669 $341K 0.02% -309 Timeline MOD MODINE MFG CO More: the full row for MODINE MFG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,280 shares; 2024Q4: 1,720 shares; 2025Q1: 2,553 shares; 2025Q2: 2,764 shares; 2025Q3: 2,584 shares; 2025Q4: 2,544 shares 2,544 $340K 0.02% -40 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,959 shares; 2024Q4: 10,940 shares; 2025Q1: 11,740 shares; 2025Q2: 11,457 shares; 2025Q3: 12,358 shares; 2025Q4: 11,065 shares 11,065 $338K 0.02% -1,293 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,330 shares; 2024Q4: 1,350 shares; 2025Q1: 1,207 shares; 2025Q2: 1,198 shares; 2025Q3: 1,967 shares; 2025Q4: 1,982 shares 1,982 $336K 0.02% +15 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 113 shares; 2024Q4: 113 shares; 2025Q1: 105 shares; 2025Q2: 110 shares; 2025Q3: 994 shares; 2025Q4: 1,318 shares 1,318 $334K 0.02% +324 Timeline KIE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,950 shares; 2024Q4: 5,950 shares; 2025Q1: 5,600 shares; 2025Q2: 5,550 shares; 2025Q3: 5,550 shares; 2025Q4: 5,550 shares 5,550 $334K 0.02% 0 Timeline CFLT CONFLUENT INC-CLASS A More: the full row for CONFLUENT INC-CLASS A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9 shares; 2024Q4: 6 shares; 2025Q1: 6 shares; 2025Q2: 6 shares; 2025Q3: 6,607 shares; 2025Q4: 11,019 shares 11,019 $333K 0.02% +4,412 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: 2,031 shares; 2024Q4: 2,009 shares; 2025Q1: 2,025 shares; 2025Q2: 2,070 shares; 2025Q3: 2,076 shares; 2025Q4: 2,057 shares 2,057 $333K 0.02% -19 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: 681 shares; 2024Q4: 681 shares; 2025Q1: 683 shares; 2025Q2: 699 shares; 2025Q3: 648 shares; 2025Q4: 652 shares 652 $333K 0.02% +4 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 438 shares; 2024Q4: 441 shares; 2025Q1: 443 shares; 2025Q2: 452 shares; 2025Q3: 2,219 shares; 2025Q4: 1,613 shares 1,613 $333K 0.02% -606 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,098 shares; 2024Q4: 1,106 shares; 2025Q1: 1,156 shares; 2025Q2: 1,181 shares; 2025Q3: 1,182 shares; 2025Q4: 1,190 shares 1,190 $332K 0.02% +8 Timeline BKLN 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: 16,290 shares; 2024Q4: 16,290 shares; 2025Q1: 16,290 shares; 2025Q2: 16,290 shares; 2025Q3: 16,290 shares; 2025Q4: 15,790 shares 15,790 $332K 0.02% -500 Timeline ROKU ROKU INC More: the full row for ROKU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26 shares; 2024Q4: 26 shares; 2025Q1: 26 shares; 2025Q2: 10 shares; 2025Q3: 3,177 shares; 2025Q4: 3,040 shares 3,040 $330K 0.02% -137 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: 429 shares; 2024Q4: 463 shares; 2025Q1: 791 shares; 2025Q2: 827 shares; 2025Q3: 850 shares; 2025Q4: 780 shares 780 $329K 0.02% -70 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: 50,948 shares; 2024Q4: 32,233 shares; 2025Q1: 36,789 shares; 2025Q2: 30,392 shares; 2025Q3: 22,980 shares; 2025Q4: 24,963 shares 24,963 $328K 0.02% +1,983 Timeline ITOT 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: 2,514 shares; 2024Q4: 2,552 shares; 2025Q1: 2,201 shares; 2025Q2: 2,201 shares; 2025Q3: 2,201 shares; 2025Q4: 2,199 shares 2,199 $327K 0.02% -2 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: 6,452 shares; 2024Q4: 6,009 shares; 2025Q1: 6,009 shares; 2025Q2: 6,009 shares; 2025Q3: 5,944 shares; 2025Q4: 5,944 shares 5,944 $325K 0.02% 0 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,540 shares; 2024Q4: 4,198 shares; 2025Q1: 4,576 shares; 2025Q2: 4,263 shares; 2025Q3: 4,304 shares; 2025Q4: 4,374 shares 4,374 $324K 0.02% +70 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,360 shares; 2024Q4: 3,658 shares; 2025Q1: 3,208 shares; 2025Q2: 3,832 shares; 2025Q3: 3,542 shares; 2025Q4: 3,666 shares 3,666 $324K 0.02% +124 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,209 shares; 2024Q4: 1,209 shares; 2025Q1: 1,209 shares; 2025Q2: 1,209 shares; 2025Q3: 1,119 shares; 2025Q4: 1,119 shares 1,119 $322K 0.02% 0 Timeline MTG MGIC INVT CORP WIS More: the full row for MGIC INVT CORP WIS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 250 shares; 2024Q4: 250 shares; 2025Q1: 270 shares; 2025Q2: 295 shares; 2025Q3: 6,634 shares; 2025Q4: 10,950 shares 10,950 $320K 0.02% +4,316 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,847 shares; 2024Q4: 46,791 shares; 2025Q1: 1,360 shares; 2025Q2: 1,457 shares; 2025Q3: 4,404 shares; 2025Q4: 4,283 shares 4,283 $318K 0.02% -121 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 735 shares; 2024Q4: 783 shares; 2025Q1: 758 shares; 2025Q2: 911 shares; 2025Q3: 3,240 shares; 2025Q4: 3,261 shares 3,261 $317K 0.02% +21 Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,700 shares; 2024Q4: 9,500 shares; 2025Q1: 10,780 shares; 2025Q2: 11,950 shares; 2025Q3: 17,600 shares; 2025Q4: 17,600 shares 17,600 $316K 0.02% 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: 474 shares; 2024Q4: 481 shares; 2025Q1: 561 shares; 2025Q2: 545 shares; 2025Q3: 493 shares; 2025Q4: 558 shares 558 $316K 0.02% +65 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 838 shares; 2024Q4: 836 shares; 2025Q1: 868 shares; 2025Q2: 868 shares; 2025Q3: 873 shares; 2025Q4: 1,219 shares 1,219 $312K 0.02% +346 Timeline ALGN ALIGN TECHNOLOGY INC More: the full row for ALIGN TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 158 shares; 2024Q4: 26 shares; 2025Q1: 62 shares; 2025Q2: 149 shares; 2025Q3: 308 shares; 2025Q4: 1,991 shares 1,991 $311K 0.02% +1,683 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS 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: 3,785 shares 3,785 $309K 0.02% new 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: 45,669 shares; 2024Q4: 43,409 shares; 2025Q1: 40,534 shares; 2025Q2: 38,257 shares; 2025Q3: 12,931 shares; 2025Q4: 10,276 shares 10,276 $307K 0.02% -2,655 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,342 shares; 2024Q4: 1,363 shares; 2025Q1: 1,416 shares; 2025Q2: 1,460 shares; 2025Q3: 1,617 shares; 2025Q4: 1,653 shares 1,653 $307K 0.02% +36 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23 shares; 2024Q4: 31 shares; 2025Q1: 61 shares; 2025Q2: 61 shares; 2025Q3: 2,592 shares; 2025Q4: 5,184 shares 5,184 $304K 0.02% +2,592 Timeline GAP GAP INC More: the full row for GAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 513 shares; 2024Q4: 518 shares; 2025Q1: 523 shares; 2025Q2: 513 shares; 2025Q3: 9,352 shares; 2025Q4: 11,870 shares 11,870 $304K 0.02% +2,518 Timeline NYT NEW YORK TIMES CO MTN BE More: the full row for NEW YORK TIMES CO MTN BE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10 shares; 2025Q3: 3,777 shares; 2025Q4: 4,359 shares 4,359 $303K 0.02% +582 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 582 shares; 2024Q4: 597 shares; 2025Q1: 541 shares; 2025Q2: 570 shares; 2025Q3: 1,424 shares; 2025Q4: 1,538 shares 1,538 $300K 0.02% +114 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: 4,640 shares; 2024Q4: 4,640 shares; 2025Q1: 4,640 shares; 2025Q2: 4,640 shares; 2025Q3: 4,649 shares; 2025Q4: 4,911 shares 4,911 $297K 0.02% +262 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,374 shares; 2024Q4: 6,374 shares; 2025Q1: 6,374 shares; 2025Q2: 6,374 shares; 2025Q3: 6,374 shares; 2025Q4: 7,480 shares 7,480 $296K 0.02% +1,106 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: not reported; 2025Q3: 186 shares; 2025Q4: 604 shares 604 $294K 0.02% +418 Timeline LNC LINCOLN NATL CORP IND More: the full row for LINCOLN NATL CORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,486 shares; 2024Q4: 6,486 shares; 2025Q1: 6,501 shares; 2025Q2: 6,515 shares; 2025Q3: 6,535 shares; 2025Q4: 6,608 shares 6,608 $294K 0.02% +73 Timeline SXT SENSIENT TECHNOLOGIES CORP More: the full row for SENSIENT TECHNOLOGIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,195 shares; 2024Q4: 3,195 shares; 2025Q1: 3,210 shares; 2025Q2: 3,190 shares; 2025Q3: 3,180 shares; 2025Q4: 3,112 shares 3,112 $292K 0.02% -68 Timeline