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: restricted; 2024Q4: 1,429,902 shares; 2025Q1: 1,398,092 shares; 2025Q2: 1,397,615 shares; 2025Q3: 1,392,826 shares; 2025Q4: 1,394,593 shares 1,394,593 $336M 9.5% +1,767 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,508,235 shares; 2025Q1: 1,497,841 shares; 2025Q2: 1,473,927 shares; 2025Q3: 1,458,628 shares; 2025Q4: 1,420,358 shares 1,420,358 $265M 7.48% -38,270 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: restricted; 2024Q4: 995,287 shares; 2025Q1: 977,372 shares; 2025Q2: 975,375 shares; 2025Q3: 975,635 shares; 2025Q4: 964,223 shares 964,223 $262M 7.4% -11,412 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 403,427 shares; 2025Q1: 399,896 shares; 2025Q2: 398,450 shares; 2025Q3: 398,460 shares; 2025Q4: 389,632 shares 389,632 $188M 5.32% -8,828 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: restricted; 2024Q4: 501,254 shares; 2025Q1: 499,019 shares; 2025Q2: 499,868 shares; 2025Q3: 501,209 shares; 2025Q4: 499,301 shares 499,301 $157M 4.42% -1,908 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: restricted; 2024Q4: 1,117,509 shares; 2025Q1: 939,134 shares; 2025Q2: 816,322 shares; 2025Q3: 715,870 shares; 2025Q4: 638,251 shares 638,251 $113M 3.2% -77,619 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: restricted; 2024Q4: 480,154 shares; 2025Q1: 480,658 shares; 2025Q2: 480,698 shares; 2025Q3: 479,843 shares; 2025Q4: 480,474 shares 480,474 $111M 3.13% +631 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: restricted; 2024Q4: 164,696 shares; 2025Q1: 163,759 shares; 2025Q2: 162,685 shares; 2025Q3: 159,516 shares; 2025Q4: 156,059 shares 156,059 $103M 2.91% -3,457 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: restricted; 2024Q4: 177,359 shares; 2025Q1: 175,853 shares; 2025Q2: 173,546 shares; 2025Q3: 172,813 shares; 2025Q4: 172,058 shares 172,058 $86.5M 2.44% -755 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: restricted; 2024Q4: 68,616 shares; 2025Q1: 71,443 shares; 2025Q2: 71,869 shares; 2025Q3: 80,164 shares; 2025Q4: 79,255 shares 79,255 $85.2M 2.41% -909 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: restricted; 2024Q4: 275,708 shares; 2025Q1: 276,256 shares; 2025Q2: 276,816 shares; 2025Q3: 275,453 shares; 2025Q4: 268,004 shares 268,004 $83.9M 2.37% -7,449 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: restricted; 2024Q4: 228,599 shares; 2025Q1: 228,075 shares; 2025Q2: 227,894 shares; 2025Q3: 228,573 shares; 2025Q4: 240,983 shares 240,983 $77.6M 2.19% +12,410 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: restricted; 2024Q4: 1,133,815 shares; 2025Q1: 1,127,403 shares; 2025Q2: 1,131,508 shares; 2025Q3: 1,134,867 shares; 2025Q4: 1,126,924 shares 1,126,924 $62M 1.75% -7,943 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: restricted; 2024Q4: 305,544 shares; 2025Q1: 223,641 shares; 2025Q2: 220,663 shares; 2025Q3: 219,273 shares; 2025Q4: 206,483 shares 206,483 $59M 1.66% -12,790 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: restricted; 2024Q4: 173,623 shares; 2025Q1: 262,344 shares; 2025Q2: 262,700 shares; 2025Q3: 265,783 shares; 2025Q4: 263,263 shares 263,263 $56.4M 1.59% -2,520 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: restricted; 2024Q4: 292,565 shares; 2025Q1: 288,515 shares; 2025Q2: 284,343 shares; 2025Q3: 284,350 shares; 2025Q4: 284,874 shares 284,874 $41.2M 1.16% +524 Timeline GRBK GREEN BRICK PARTNERS INC More: the full row for GREEN BRICK PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 679,172 shares; 2025Q1: 669,644 shares; 2025Q2: 649,786 shares; 2025Q3: 648,637 shares; 2025Q4: 644,772 shares 644,772 $40.4M 1.14% -3,865 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: restricted; 2024Q4: 222,323 shares; 2025Q1: 220,952 shares; 2025Q2: 222,252 shares; 2025Q3: 222,614 shares; 2025Q4: 219,927 shares 219,927 $40.3M 1.14% -2,687 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: restricted; 2024Q4: 336,761 shares; 2025Q1: 338,214 shares; 2025Q2: 338,078 shares; 2025Q3: 336,773 shares; 2025Q4: 334,890 shares 334,890 $37.3M 1.05% -1,883 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: restricted; 2024Q4: 179,539 shares; 2025Q1: 179,471 shares; 2025Q2: 178,673 shares; 2025Q3: 178,356 shares; 2025Q4: 177,770 shares 177,770 $36.8M 1.04% -586 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: restricted; 2024Q4: 60,082 shares; 2025Q1: 59,713 shares; 2025Q2: 59,482 shares; 2025Q3: 61,299 shares; 2025Q4: 61,958 shares 61,958 $35.1M 0.99% +659 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: restricted; 2024Q4: 2,166,113 shares; 2025Q1: 2,281,213 shares; 2025Q2: 2,282,236 shares; 2025Q3: 2,139,452 shares; 2025Q4: 2,087,012 shares 2,087,012 $34.9M 0.99% -52,440 Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 175,844 shares; 2025Q3: 183,728 shares; 2025Q4: 182,325 shares 182,325 $30.3M 0.86% -1,403 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: restricted; 2024Q4: 132,253 shares; 2025Q1: 130,846 shares; 2025Q2: 131,459 shares; 2025Q3: 132,754 shares; 2025Q4: 131,607 shares 131,607 $30.1M 0.85% -1,147 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: restricted; 2024Q4: 78,463 shares; 2025Q1: 78,434 shares; 2025Q2: 79,074 shares; 2025Q3: 79,118 shares; 2025Q4: 80,813 shares 80,813 $28.3M 0.8% +1,695 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: restricted; 2024Q4: 42,229 shares; 2025Q1: 42,533 shares; 2025Q2: 50,581 shares; 2025Q3: 51,250 shares; 2025Q4: 49,130 shares 49,130 $28.1M 0.79% -2,120 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 270,032 shares; 2025Q1: 268,167 shares; 2025Q2: 264,540 shares; 2025Q3: 266,079 shares; 2025Q4: 261,972 shares 261,972 $26.9M 0.76% -4,107 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: restricted; 2024Q4: 912,497 shares; 2025Q1: 925,684 shares; 2025Q2: 930,860 shares; 2025Q3: 941,315 shares; 2025Q4: 937,188 shares 937,188 $25.2M 0.71% -4,127 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: restricted; 2024Q4: 88,768 shares; 2025Q1: 89,523 shares; 2025Q2: 89,929 shares; 2025Q3: 88,201 shares; 2025Q4: 81,844 shares 81,844 $24.9M 0.7% -6,357 Timeline MGK 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: restricted; 2024Q4: 57,204 shares; 2025Q1: 56,617 shares; 2025Q2: 55,558 shares; 2025Q3: 55,115 shares; 2025Q4: 54,891 shares 54,891 $22.7M 0.64% -224 Timeline SW SMURFIT WESTROCK PLC More: the full row for SMURFIT WESTROCK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 586,932 shares; 2025Q1: 586,932 shares; 2025Q2: 562,032 shares; 2025Q3: 561,092 shares; 2025Q4: 554,057 shares 554,057 $21.4M 0.61% -7,035 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: restricted; 2024Q4: 80,009 shares; 2025Q1: 78,397 shares; 2025Q2: 78,370 shares; 2025Q3: 78,406 shares; 2025Q4: 78,202 shares 78,202 $21M 0.59% -204 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: restricted; 2024Q4: 22,532 shares; 2025Q1: 22,791 shares; 2025Q2: 22,793 shares; 2025Q3: 23,439 shares; 2025Q4: 24,132 shares 24,132 $20.8M 0.59% +693 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: restricted; 2024Q4: 309,279 shares; 2025Q1: 274,800 shares; 2025Q2: 273,219 shares; 2025Q3: 271,475 shares; 2025Q4: 269,373 shares 269,373 $20.7M 0.59% -2,102 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: restricted; 2024Q4: 28,662 shares; 2025Q1: 29,431 shares; 2025Q2: 29,249 shares; 2025Q3: 29,589 shares; 2025Q4: 29,945 shares 29,945 $20.5M 0.58% +356 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 68,612 shares; 2025Q1: 68,654 shares; 2025Q2: 70,342 shares; 2025Q3: 69,929 shares; 2025Q4: 70,071 shares 70,071 $20.3M 0.57% +142 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: restricted; 2024Q4: 255,649 shares; 2025Q1: 256,410 shares; 2025Q2: 192,700 shares; 2025Q3: 189,648 shares; 2025Q4: 188,483 shares 188,483 $20M 0.56% -1,165 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: restricted; 2024Q4: 113,770 shares; 2025Q1: 113,235 shares; 2025Q2: 112,916 shares; 2025Q3: 114,041 shares; 2025Q4: 113,462 shares 113,462 $19.4M 0.55% -579 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: restricted; 2024Q4: 72,254 shares; 2025Q1: 72,194 shares; 2025Q2: 74,214 shares; 2025Q3: 74,509 shares; 2025Q4: 74,674 shares 74,674 $19.3M 0.54% +165 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 674,447 shares; 2025Q1: 667,206 shares; 2025Q2: 628,255 shares; 2025Q3: 634,553 shares; 2025Q4: 634,996 shares 634,996 $19.1M 0.54% +443 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: restricted; 2024Q4: 196,790 shares; 2025Q1: 192,846 shares; 2025Q2: 192,941 shares; 2025Q3: 195,836 shares; 2025Q4: 196,072 shares 196,072 $18.7M 0.53% +236 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: restricted; 2024Q4: 52,463 shares; 2025Q1: 52,140 shares; 2025Q2: 52,481 shares; 2025Q3: 52,623 shares; 2025Q4: 52,827 shares 52,827 $16.1M 0.46% +204 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: restricted; 2024Q4: 109,493 shares; 2025Q1: 110,709 shares; 2025Q2: 111,122 shares; 2025Q3: 104,344 shares; 2025Q4: 103,608 shares 103,608 $14.8M 0.42% -736 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 109,208 shares; 2025Q1: 116,525 shares; 2025Q2: 123,216 shares; 2025Q3: 161,585 shares; 2025Q4: 176,452 shares 176,452 $14.5M 0.41% +14,867 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: restricted; 2024Q4: 292,822 shares; 2025Q1: 270,712 shares; 2025Q2: 277,549 shares; 2025Q3: 272,697 shares; 2025Q4: 274,601 shares 274,601 $13.5M 0.38% +1,904 Timeline BCPC BALCHEM CORP More: the full row for BALCHEM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 76,345 shares; 2025Q1: 76,345 shares; 2025Q2: 76,345 shares; 2025Q3: 76,345 shares; 2025Q4: 76,345 shares 76,345 $11.7M 0.33% 0 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: restricted; 2024Q4: 28,740 shares; 2025Q1: 29,985 shares; 2025Q2: 32,074 shares; 2025Q3: 32,269 shares; 2025Q4: 32,718 shares 32,718 $11.3M 0.32% +449 Timeline UI UBIQUITI INC More: the full row for UBIQUITI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 21,180 shares; 2025Q1: 20,480 shares; 2025Q2: 20,473 shares; 2025Q3: 20,046 shares; 2025Q4: 20,021 shares 20,021 $11.1M 0.31% -25 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: restricted; 2024Q4: 68,000 shares; 2025Q1: 66,253 shares; 2025Q2: 67,586 shares; 2025Q3: not reported; 2025Q4: 68,459 shares 68,459 $11M 0.31% new 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: restricted; 2024Q4: 91,577 shares; 2025Q1: 90,068 shares; 2025Q2: 87,961 shares; 2025Q3: 87,104 shares; 2025Q4: 90,501 shares 90,501 $10.9M 0.31% +3,397 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: restricted; 2024Q4: 13,088 shares; 2025Q1: 13,111 shares; 2025Q2: 44,437 shares; 2025Q3: 44,416 shares; 2025Q4: 44,417 shares 44,417 $10.8M 0.3% +1 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: restricted; 2024Q4: 8,623 shares; 2025Q1: 8,663 shares; 2025Q2: 30,691 shares; 2025Q3: 31,863 shares; 2025Q4: 32,471 shares 32,471 $10.3M 0.29% +608 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: restricted; 2024Q4: 25,666 shares; 2025Q1: 26,344 shares; 2025Q2: 27,360 shares; 2025Q3: 28,918 shares; 2025Q4: 29,934 shares 29,934 $9.8M 0.28% +1,016 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: restricted; 2024Q4: 82,643 shares; 2025Q1: 82,437 shares; 2025Q2: 81,816 shares; 2025Q3: 80,330 shares; 2025Q4: 77,246 shares 77,246 $9.68M 0.27% -3,084 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: restricted; 2024Q4: 342,455 shares; 2025Q1: 340,322 shares; 2025Q2: 340,766 shares; 2025Q3: 346,256 shares; 2025Q4: 348,156 shares 348,156 $9.57M 0.27% +1,900 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: restricted; 2024Q4: 17,664 shares; 2025Q1: 18,822 shares; 2025Q2: 17,074 shares; 2025Q3: 18,108 shares; 2025Q4: 16,460 shares 16,460 $9.54M 0.27% -1,648 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: restricted; 2024Q4: 79,146 shares; 2025Q1: 73,671 shares; 2025Q2: 73,102 shares; 2025Q3: 76,654 shares; 2025Q4: 82,429 shares 82,429 $9.5M 0.27% +5,775 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: restricted; 2024Q4: 2,282 shares; 2025Q1: 6,035 shares; 2025Q2: 31,136 shares; 2025Q3: 83,314 shares; 2025Q4: 111,010 shares 111,010 $9.43M 0.27% +27,696 Timeline HIMS HIMS & HERS HEALTH INC More: the full row for HIMS & HERS HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 265,468 shares; 2025Q2: 262,163 shares; 2025Q3: 262,783 shares; 2025Q4: 267,633 shares 267,633 $8.69M 0.25% +4,850 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 314,089 shares; 2025Q1: 318,662 shares; 2025Q2: 290,580 shares; 2025Q3: 296,286 shares; 2025Q4: 304,128 shares 304,128 $8.66M 0.24% +7,842 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: restricted; 2024Q4: 51,374 shares; 2025Q1: 45,335 shares; 2025Q2: 44,602 shares; 2025Q3: 44,836 shares; 2025Q4: 43,496 shares 43,496 $8.49M 0.24% -1,340 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: restricted; 2024Q4: 204,791 shares; 2025Q1: 247,791 shares; 2025Q2: 247,791 shares; 2025Q3: 248,744 shares; 2025Q4: 254,426 shares 254,426 $8.16M 0.23% +5,682 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: restricted; 2024Q4: 23,058 shares; 2025Q1: 23,270 shares; 2025Q2: 22,452 shares; 2025Q3: 23,233 shares; 2025Q4: 23,299 shares 23,299 $8.02M 0.23% +66 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: restricted; 2024Q4: 98,814 shares; 2025Q1: 94,644 shares; 2025Q2: 90,133 shares; 2025Q3: 94,913 shares; 2025Q4: 99,483 shares 99,483 $7.96M 0.22% +4,570 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: restricted; 2024Q4: 5,035 shares; 2025Q1: 6,752 shares; 2025Q2: 7,308 shares; 2025Q3: 7,410 shares; 2025Q4: 7,435 shares 7,435 $7.95M 0.22% +25 Timeline KBH KB HOME More: the full row for KB HOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 146,435 shares; 2025Q1: 144,125 shares; 2025Q2: 139,495 shares; 2025Q3: 139,345 shares; 2025Q4: 138,720 shares 138,720 $7.83M 0.22% -625 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: restricted; 2024Q4: 59,222 shares; 2025Q1: 160,666 shares; 2025Q2: 160,116 shares; 2025Q3: 159,445 shares; 2025Q4: 159,200 shares 159,200 $7.61M 0.22% -245 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: restricted; 2024Q4: not reported; 2025Q1: 10 shares; 2025Q2: 10 shares; 2025Q3: 10 shares; 2025Q4: 10 shares 10 $7.55M 0.21% 0 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,122 shares; 2025Q1: 16,842 shares; 2025Q2: 16,748 shares; 2025Q3: 16,517 shares; 2025Q4: 16,033 shares 16,033 $7.52M 0.21% -484 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: restricted; 2024Q4: 10,401 shares; 2025Q1: 10,531 shares; 2025Q2: 10,588 shares; 2025Q3: 11,057 shares; 2025Q4: 10,937 shares 10,937 $7.49M 0.21% -120 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,144 shares; 2025Q1: 9,144 shares; 2025Q2: 9,144 shares; 2025Q3: 9,144 shares; 2025Q4: 16,690 shares 16,690 $7.41M 0.21% +7,546 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: restricted; 2024Q4: 109,579 shares; 2025Q1: 107,609 shares; 2025Q2: 107,623 shares; 2025Q3: 107,301 shares; 2025Q4: 105,661 shares 105,661 $7.39M 0.21% -1,640 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: restricted; 2024Q4: 11,928 shares; 2025Q1: 12,138 shares; 2025Q2: 12,077 shares; 2025Q3: 12,121 shares; 2025Q4: 11,764 shares 11,764 $7.38M 0.21% -357 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 77,524 shares; 2025Q1: 76,302 shares; 2025Q2: 76,027 shares; 2025Q3: 75,849 shares; 2025Q4: 75,824 shares 75,824 $7.3M 0.21% -25 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: restricted; 2024Q4: 34,199 shares; 2025Q1: 34,688 shares; 2025Q2: 34,933 shares; 2025Q3: 34,926 shares; 2025Q4: 34,766 shares 34,766 $6.78M 0.19% -160 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: restricted; 2024Q4: 20,896 shares; 2025Q1: 20,840 shares; 2025Q2: 22,457 shares; 2025Q3: 23,147 shares; 2025Q4: 23,292 shares 23,292 $6.76M 0.19% +145 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: restricted; 2024Q4: 29,792 shares; 2025Q1: 30,543 shares; 2025Q2: 30,087 shares; 2025Q3: 29,861 shares; 2025Q4: 29,888 shares 29,888 $6.57M 0.19% +27 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 78,604 shares; 2025Q1: 77,265 shares; 2025Q2: 77,234 shares; 2025Q3: 77,236 shares; 2025Q4: 77,478 shares 77,478 $6.44M 0.18% +242 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: restricted; 2024Q4: 384,774 shares; 2025Q1: 384,665 shares; 2025Q2: 384,671 shares; 2025Q3: 384,649 shares; 2025Q4: 383,301 shares 383,301 $6.32M 0.18% -1,348 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,187 shares; 2025Q1: 15,196 shares; 2025Q2: 15,187 shares; 2025Q3: 16,178 shares; 2025Q4: 16,178 shares 16,178 $6.3M 0.18% 0 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: restricted; 2024Q4: 7,060 shares; 2025Q1: 7,054 shares; 2025Q2: 7,054 shares; 2025Q3: 7,054 shares; 2025Q4: 7,054 shares 7,054 $6.2M 0.18% 0 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: restricted; 2024Q4: 24,101 shares; 2025Q1: 24,453 shares; 2025Q2: 25,103 shares; 2025Q3: 28,023 shares; 2025Q4: 27,371 shares 27,371 $6.02M 0.17% -652 Timeline PBR PETROLEO BRASILEIRO S A More: the full row for PETROLEO BRASILEIRO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 426,746 shares; 2025Q1: 520,911 shares; 2025Q2: 564,661 shares; 2025Q3: 537,546 shares; 2025Q4: 502,831 shares 502,831 $5.96M 0.17% -34,715 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: restricted; 2024Q4: 78,358 shares; 2025Q1: 78,506 shares; 2025Q2: 76,981 shares; 2025Q3: 77,658 shares; 2025Q4: 75,442 shares 75,442 $5.96M 0.17% -2,216 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: restricted; 2024Q4: 41,264 shares; 2025Q1: 45,884 shares; 2025Q2: 45,681 shares; 2025Q3: 46,041 shares; 2025Q4: 46,041 shares 46,041 $5.94M 0.17% 0 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: restricted; 2024Q4: 16,138 shares; 2025Q1: 8,567 shares; 2025Q2: 9,112 shares; 2025Q3: 9,742 shares; 2025Q4: 12,473 shares 12,473 $5.61M 0.16% +2,731 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: restricted; 2024Q4: 94,852 shares; 2025Q1: 93,827 shares; 2025Q2: 97,745 shares; 2025Q3: 99,630 shares; 2025Q4: 101,728 shares 101,728 $5.53M 0.16% +2,098 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: restricted; 2024Q4: 29,317 shares; 2025Q1: 30,319 shares; 2025Q2: 30,284 shares; 2025Q3: 30,591 shares; 2025Q4: 30,905 shares 30,905 $5.49M 0.15% +314 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: restricted; 2024Q4: 67,838 shares; 2025Q1: 67,795 shares; 2025Q2: 67,624 shares; 2025Q3: 67,217 shares; 2025Q4: 66,839 shares 66,839 $5.37M 0.15% -378 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: restricted; 2024Q4: 227,140 shares; 2025Q1: 231,915 shares; 2025Q2: 235,415 shares; 2025Q3: 243,325 shares; 2025Q4: 257,855 shares 257,855 $5.22M 0.15% +14,530 Timeline VUSB 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: restricted; 2024Q4: 75,851 shares; 2025Q1: 77,209 shares; 2025Q2: 80,941 shares; 2025Q3: 94,906 shares; 2025Q4: 102,239 shares 102,239 $5.1M 0.14% +7,333 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 104,283 shares 104,283 $5.07M 0.14% new 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: restricted; 2024Q4: 34,325 shares; 2025Q1: 30,785 shares; 2025Q2: 30,887 shares; 2025Q3: 32,085 shares; 2025Q4: 32,424 shares 32,424 $4.94M 0.14% +339 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,424 shares; 2025Q1: 1,852 shares; 2025Q2: 1,874 shares; 2025Q3: 2,088 shares; 2025Q4: 2,399 shares 2,399 $4.83M 0.14% +311 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,353 shares; 2025Q1: 8,359 shares; 2025Q2: 8,348 shares; 2025Q3: 8,343 shares; 2025Q4: 7,438 shares 7,438 $4.63M 0.13% -905 Timeline SON SONOCO PRODS CO More: the full row for SONOCO PRODS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 96,323 shares; 2025Q1: 94,581 shares; 2025Q2: 98,641 shares; 2025Q3: 102,578 shares; 2025Q4: 105,765 shares 105,765 $4.62M 0.13% +3,187 Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,300 shares; 2025Q1: 3,300 shares; 2025Q2: 3,300 shares; 2025Q3: 3,300 shares; 2025Q4: 3,300 shares 3,300 $4.6M 0.13% 0 Timeline DY DYCOM INDS INC More: the full row for DYCOM INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,970 shares; 2025Q1: 14,173 shares; 2025Q2: 13,652 shares; 2025Q3: 13,482 shares; 2025Q4: 13,332 shares 13,332 $4.5M 0.13% -150 Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 31,776 shares; 2025Q4: 57,672 shares 57,672 $4.35M 0.12% +25,896 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: restricted; 2024Q4: 19,849 shares; 2025Q1: 19,884 shares; 2025Q2: 20,069 shares; 2025Q3: 20,569 shares; 2025Q4: 20,465 shares 20,465 $4.27M 0.12% -104 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: restricted; 2024Q4: 329,975 shares; 2025Q1: 373,320 shares; 2025Q2: 372,915 shares; 2025Q3: 382,525 shares; 2025Q4: 342,130 shares 342,130 $4.26M 0.12% -40,395 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 73,966 shares; 2025Q1: 48,337 shares; 2025Q2: 77,548 shares; 2025Q3: 77,884 shares; 2025Q4: 41,256 shares 41,256 $4.22M 0.12% -36,628 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,799 shares; 2025Q1: 1,789 shares; 2025Q2: 1,816 shares; 2025Q3: 1,816 shares; 2025Q4: 1,946 shares 1,946 $4.18M 0.12% +130 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 30,929 shares; 2025Q1: 33,619 shares; 2025Q2: 36,738 shares; 2025Q3: 42,670 shares; 2025Q4: 41,395 shares 41,395 $4.13M 0.12% -1,275 Timeline CRI CARTERS INC More: the full row for CARTERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 92,645 shares; 2025Q3: 91,270 shares; 2025Q4: 125,115 shares 125,115 $4.06M 0.11% +33,845 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 60,299 shares; 2025Q1: 58,629 shares; 2025Q2: 49,709 shares; 2025Q3: 47,309 shares; 2025Q4: 46,524 shares 46,524 $4.06M 0.11% -785 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 69,021 shares; 2025Q1: 82,779 shares; 2025Q2: 82,556 shares; 2025Q3: 83,551 shares; 2025Q4: 84,497 shares 84,497 $3.97M 0.11% +946 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 47,365 shares; 2025Q1: 47,925 shares; 2025Q2: 49,260 shares; 2025Q3: 64,664 shares; 2025Q4: 77,719 shares 77,719 $3.95M 0.11% +13,055 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: restricted; 2024Q4: 5,819 shares; 2025Q1: 5,867 shares; 2025Q2: 6,448 shares; 2025Q3: 6,401 shares; 2025Q4: 6,349 shares 6,349 $3.9M 0.11% -52 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: restricted; 2024Q4: 23,002 shares; 2025Q1: 24,217 shares; 2025Q2: 24,455 shares; 2025Q3: 24,915 shares; 2025Q4: 23,415 shares 23,415 $3.79M 0.11% -1,500 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: restricted; 2024Q4: 16,280 shares; 2025Q1: 16,280 shares; 2025Q2: 16,280 shares; 2025Q3: 16,280 shares; 2025Q4: 16,280 shares 16,280 $3.73M 0.11% 0 Timeline PSCI 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: restricted; 2024Q4: 24,833 shares; 2025Q1: 24,808 shares; 2025Q2: 24,793 shares; 2025Q3: 24,793 shares; 2025Q4: 24,793 shares 24,793 $3.72M 0.11% 0 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: restricted; 2024Q4: 39,787 shares; 2025Q1: 32,439 shares; 2025Q2: 32,162 shares; 2025Q3: 31,351 shares; 2025Q4: 31,248 shares 31,248 $3.66M 0.1% -103 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: restricted; 2024Q4: 64,483 shares; 2025Q1: 64,798 shares; 2025Q2: 67,219 shares; 2025Q3: 68,009 shares; 2025Q4: 35,568 shares 35,568 $3.66M 0.1% -32,441 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 111,133 shares; 2025Q1: 110,992 shares; 2025Q2: 109,172 shares; 2025Q3: 135,412 shares; 2025Q4: 135,299 shares 135,299 $3.55M 0.1% -113 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: restricted; 2024Q4: 34,580 shares; 2025Q1: 32,173 shares; 2025Q2: 31,268 shares; 2025Q3: 30,587 shares; 2025Q4: 29,837 shares 29,837 $3.48M 0.1% -750 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,243 shares; 2025Q1: 29,933 shares; 2025Q2: 45,153 shares; 2025Q3: 52,243 shares; 2025Q4: 197,982 shares 197,982 $3.47M 0.1% +145,739 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: restricted; 2024Q4: 4,138 shares; 2025Q1: 4,161 shares; 2025Q2: 4,131 shares; 2025Q3: 4,483 shares; 2025Q4: 22,482 shares 22,482 $3.44M 0.1% +17,999 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: restricted; 2024Q4: 14,048 shares; 2025Q1: 14,048 shares; 2025Q2: 13,873 shares; 2025Q3: 13,708 shares; 2025Q4: 13,708 shares 13,708 $3.37M 0.1% 0 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: restricted; 2024Q4: 110,301 shares; 2025Q1: 62,886 shares; 2025Q2: 48,751 shares; 2025Q3: 44,605 shares; 2025Q4: 42,348 shares 42,348 $3.36M 0.09% -2,257 Timeline ALSN ALLISON TRANSMISSION HLDGS I More: the full row for ALLISON TRANSMISSION HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 56,642 shares; 2025Q1: 56,892 shares; 2025Q2: 34,052 shares; 2025Q3: 33,487 shares; 2025Q4: 34,262 shares 34,262 $3.35M 0.09% +775 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: restricted; 2024Q4: 49,117 shares; 2025Q1: 46,439 shares; 2025Q2: 46,039 shares; 2025Q3: 45,839 shares; 2025Q4: 45,089 shares 45,089 $3.32M 0.09% -750 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 146,628 shares; 2025Q1: 143,116 shares; 2025Q2: 144,539 shares; 2025Q3: 139,486 shares; 2025Q4: 136,993 shares 136,993 $3.29M 0.09% -2,493 Timeline HRI HERC HLDGS INC More: the full row for HERC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 21,126 shares; 2025Q1: 21,001 shares; 2025Q2: 21,626 shares; 2025Q3: 21,721 shares; 2025Q4: 22,121 shares 22,121 $3.28M 0.09% +400 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: restricted; 2024Q4: 10,088 shares; 2025Q1: 10,071 shares; 2025Q2: 10,071 shares; 2025Q3: 10,212 shares; 2025Q4: 10,217 shares 10,217 $3.15M 0.09% +5 Timeline CYBERARK SOFTWARE LTD/ISRAEL CYBERARK SOFTWARE LTD/ISRAEL More: the full row for CYBERARK SOFTWARE LTD/ISRAEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 15 shares; 2025Q2: 7,381 shares; 2025Q3: 7,109 shares; 2025Q4: 7,042 shares 7,042 $3.14M 0.09% -67 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: restricted; 2024Q4: 38,538 shares; 2025Q1: 36,193 shares; 2025Q2: 16,233 shares; 2025Q3: 9,728 shares; 2025Q4: 9,183 shares 9,183 $3.03M 0.09% -545 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: restricted; 2024Q4: 1,155 shares; 2025Q1: 1,962 shares; 2025Q2: 56,612 shares; 2025Q3: 58,445 shares; 2025Q4: 58,856 shares 58,856 $2.92M 0.08% +411 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: restricted; 2024Q4: 5,773 shares; 2025Q1: 5,847 shares; 2025Q2: 5,857 shares; 2025Q3: 5,916 shares; 2025Q4: 5,903 shares 5,903 $2.88M 0.08% -13 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,724 shares; 2025Q1: 18,524 shares; 2025Q2: 18,524 shares; 2025Q3: 18,524 shares; 2025Q4: 18,524 shares 18,524 $2.8M 0.08% 0 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: restricted; 2024Q4: 7,547 shares; 2025Q1: 7,717 shares; 2025Q2: 7,738 shares; 2025Q3: 7,889 shares; 2025Q4: 7,929 shares 7,929 $2.79M 0.08% +40 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: restricted; 2024Q4: 126,093 shares; 2025Q1: 118,107 shares; 2025Q2: 114,152 shares; 2025Q3: 111,180 shares; 2025Q4: 108,330 shares 108,330 $2.7M 0.08% -2,850 Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 104,988 shares; 2025Q1: 110,468 shares; 2025Q2: 110,253 shares; 2025Q3: 110,225 shares; 2025Q4: 106,455 shares 106,455 $2.67M 0.08% -3,770 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: restricted; 2024Q4: 2,890 shares; 2025Q1: 2,972 shares; 2025Q2: 3,033 shares; 2025Q3: 2,957 shares; 2025Q4: 28,231 shares 28,231 $2.65M 0.07% +25,274 Timeline NGVT INGEVITY CORP More: the full row for INGEVITY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 50,822 shares; 2025Q1: 50,822 shares; 2025Q2: 44,722 shares; 2025Q3: 44,722 shares; 2025Q4: 44,722 shares 44,722 $2.65M 0.07% 0 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: restricted; 2024Q4: 18,544 shares; 2025Q1: 17,343 shares; 2025Q2: 16,623 shares; 2025Q3: 16,643 shares; 2025Q4: 16,015 shares 16,015 $2.62M 0.07% -628 Timeline FRPH FRP HLDGS INC More: the full row for FRP HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 110,184 shares; 2025Q1: 111,434 shares; 2025Q2: 111,434 shares; 2025Q3: 111,634 shares; 2025Q4: 114,734 shares 114,734 $2.61M 0.07% +3,100 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: restricted; 2024Q4: 25,822 shares; 2025Q1: 25,876 shares; 2025Q2: 25,881 shares; 2025Q3: 25,661 shares; 2025Q4: 25,485 shares 25,485 $2.55M 0.07% -176 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,197 shares; 2025Q1: 4,197 shares; 2025Q2: 4,197 shares; 2025Q3: 4,197 shares; 2025Q4: 4,197 shares 4,197 $2.54M 0.07% 0 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,243 shares; 2025Q1: 9,254 shares; 2025Q2: 9,243 shares; 2025Q3: 9,293 shares; 2025Q4: 9,977 shares 9,977 $2.5M 0.07% +684 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 38,045 shares 38,045 $2.49M 0.07% new Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,800 shares; 2025Q1: 15,800 shares; 2025Q2: 15,800 shares; 2025Q3: 15,974 shares; 2025Q4: 16,066 shares 16,066 $2.49M 0.07% +92 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: restricted; 2024Q4: 21,342 shares; 2025Q1: 21,411 shares; 2025Q2: 20,567 shares; 2025Q3: 21,960 shares; 2025Q4: 24,362 shares 24,362 $2.43M 0.07% +2,402 Timeline HSIC SCHEIN HENRY INC More: the full row for SCHEIN HENRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 31,503 shares; 2025Q1: 31,318 shares; 2025Q2: 31,318 shares; 2025Q3: 31,158 shares; 2025Q4: 31,050 shares 31,050 $2.35M 0.07% -108 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: restricted; 2024Q4: 4,956 shares; 2025Q1: 5,037 shares; 2025Q2: 5,037 shares; 2025Q3: 4,982 shares; 2025Q4: 4,941 shares 4,941 $2.34M 0.07% -41 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: restricted; 2024Q4: 93,831 shares; 2025Q1: 67,910 shares; 2025Q2: 65,809 shares; 2025Q3: 64,034 shares; 2025Q4: 61,834 shares 61,834 $2.28M 0.06% -2,200 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 75 shares; 2025Q2: 1,135 shares; 2025Q3: 26,930 shares; 2025Q4: 26,930 shares 26,930 $2.25M 0.06% 0 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,903 shares; 2025Q1: 7,930 shares; 2025Q2: 7,949 shares; 2025Q3: 7,661 shares; 2025Q4: 15,527 shares 15,527 $2.24M 0.06% +7,866 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,043 shares; 2025Q1: 9,918 shares; 2025Q2: 9,796 shares; 2025Q3: 10,087 shares; 2025Q4: 9,919 shares 9,919 $2.23M 0.06% -168 Timeline UNF UNIFIRST CORP MASS More: the full row for UNIFIRST CORP MASS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,519 shares; 2025Q1: 11,490 shares; 2025Q2: 11,490 shares; 2025Q3: 11,490 shares; 2025Q4: 11,490 shares 11,490 $2.22M 0.06% 0 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,538 shares; 2025Q1: 15,413 shares; 2025Q2: 15,253 shares; 2025Q3: 15,253 shares; 2025Q4: 15,253 shares 15,253 $2.15M 0.06% 0 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: restricted; 2024Q4: 14,261 shares; 2025Q1: 13,766 shares; 2025Q2: 15,128 shares; 2025Q3: 15,800 shares; 2025Q4: 15,980 shares 15,980 $2.12M 0.06% +180 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: restricted; 2024Q4: 88,486 shares; 2025Q1: 86,971 shares; 2025Q2: 86,856 shares; 2025Q3: 86,981 shares; 2025Q4: 81,546 shares 81,546 $2.11M 0.06% -5,435 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: restricted; 2024Q4: 6,196 shares; 2025Q1: 6,114 shares; 2025Q2: 6,520 shares; 2025Q3: 6,401 shares; 2025Q4: 6,184 shares 6,184 $2.07M 0.06% -217 Timeline MGC 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: restricted; 2024Q4: 8,457 shares; 2025Q1: 8,395 shares; 2025Q2: 7,981 shares; 2025Q3: 7,966 shares; 2025Q4: 8,106 shares 8,106 $2.04M 0.06% +140 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: restricted; 2024Q4: 78,462 shares; 2025Q1: 81,942 shares; 2025Q2: 85,477 shares; 2025Q3: 69,859 shares; 2025Q4: 69,455 shares 69,455 $2M 0.06% -404 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 34,253 shares; 2025Q1: 36,065 shares; 2025Q2: 36,919 shares; 2025Q3: 45,112 shares; 2025Q4: 42,812 shares 42,812 $1.94M 0.05% -2,300 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 22,000 shares; 2025Q1: 22,000 shares; 2025Q2: 22,000 shares; 2025Q3: 24,000 shares; 2025Q4: 24,000 shares 24,000 $1.91M 0.05% 0 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: restricted; 2024Q4: 6,554 shares; 2025Q1: 6,456 shares; 2025Q2: 6,448 shares; 2025Q3: 6,276 shares; 2025Q4: 6,276 shares 6,276 $1.86M 0.05% 0 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 42,912 shares; 2025Q1: 44,842 shares; 2025Q2: 44,102 shares; 2025Q3: 44,007 shares; 2025Q4: 46,633 shares 46,633 $1.83M 0.05% +2,626 Timeline QXO QXO INC More: the full row for QXO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 80,285 shares; 2025Q4: 94,475 shares 94,475 $1.82M 0.05% +14,190 Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,550 shares; 2025Q3: 3,718 shares; 2025Q4: 6,561 shares 6,561 $1.81M 0.05% +2,843 Timeline TEM TEMPUS AI INC More: the full row for TEMPUS AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 375 shares; 2025Q2: 30,450 shares; 2025Q3: 30,138 shares; 2025Q4: 30,180 shares 30,180 $1.78M 0.05% +42 Timeline JQUA 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: restricted; 2024Q4: 18,259 shares; 2025Q1: 18,266 shares; 2025Q2: 18,522 shares; 2025Q3: 23,833 shares; 2025Q4: 27,416 shares 27,416 $1.73M 0.05% +3,583 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: restricted; 2024Q4: 20,051 shares; 2025Q1: 19,651 shares; 2025Q2: 19,651 shares; 2025Q3: 19,651 shares; 2025Q4: 19,614 shares 19,614 $1.72M 0.05% -37 Timeline SGI SOMNIGROUP INTERNATIONAL INC More: the full row for SOMNIGROUP INTERNATIONAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,800 shares; 2025Q1: 14,800 shares; 2025Q2: 14,800 shares; 2025Q3: 14,800 shares; 2025Q4: 19,200 shares 19,200 $1.71M 0.05% +4,400 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: restricted; 2024Q4: 2,649 shares; 2025Q1: 2,632 shares; 2025Q2: 2,632 shares; 2025Q3: 2,555 shares; 2025Q4: 2,606 shares 2,606 $1.7M 0.05% +51 Timeline MRP MILLROSE PPTYS INC More: the full row for MILLROSE PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 73,643 shares; 2025Q2: 64,562 shares; 2025Q3: 57,907 shares; 2025Q4: 55,066 shares 55,066 $1.64M 0.05% -2,841 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: restricted; 2024Q4: 4,334 shares; 2025Q1: 4,357 shares; 2025Q2: 4,357 shares; 2025Q3: 4,357 shares; 2025Q4: 4,400 shares 4,400 $1.63M 0.05% +43 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: restricted; 2024Q4: 11,633 shares; 2025Q1: 11,554 shares; 2025Q2: 11,404 shares; 2025Q3: 11,404 shares; 2025Q4: 11,270 shares 11,270 $1.62M 0.05% -134 Timeline USMV 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: restricted; 2024Q4: 7,201 shares; 2025Q1: 7,799 shares; 2025Q2: 17,259 shares; 2025Q3: 20,713 shares; 2025Q4: 17,138 shares 17,138 $1.61M 0.05% -3,575 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: restricted; 2024Q4: 32,408 shares; 2025Q1: 32,165 shares; 2025Q2: 32,113 shares; 2025Q3: 30,995 shares; 2025Q4: 27,029 shares 27,029 $1.59M 0.04% -3,966 Timeline RDVT RED VIOLET INC More: the full row for RED VIOLET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 25,312 shares; 2025Q1: 25,312 shares; 2025Q2: 25,312 shares; 2025Q3: 27,013 shares; 2025Q4: 27,558 shares 27,558 $1.57M 0.04% +545 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: restricted; 2024Q4: 11,439 shares; 2025Q1: 7,439 shares; 2025Q2: 7,439 shares; 2025Q3: 7,439 shares; 2025Q4: 7,270 shares 7,270 $1.54M 0.04% -169 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: restricted; 2024Q4: 3,255 shares; 2025Q1: 3,267 shares; 2025Q2: 3,255 shares; 2025Q3: 3,255 shares; 2025Q4: 3,251 shares 3,251 $1.52M 0.04% -4 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 62,029 shares; 2025Q1: 66,415 shares; 2025Q2: 62,162 shares; 2025Q3: 59,503 shares; 2025Q4: 55,487 shares 55,487 $1.51M 0.04% -4,016 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,617 shares; 2025Q1: 11,602 shares; 2025Q2: 12,000 shares; 2025Q3: 12,030 shares; 2025Q4: 11,905 shares 11,905 $1.5M 0.04% -125 Timeline FN FABRINET More: the full row for FABRINET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,355 shares; 2025Q1: 3,026 shares; 2025Q2: 3,261 shares; 2025Q3: 3,231 shares; 2025Q4: 3,231 shares 3,231 $1.47M 0.04% 0 Timeline CPNG COUPANG INC More: the full row for COUPANG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 85,220 shares; 2025Q3: 88,695 shares; 2025Q4: 61,240 shares 61,240 $1.44M 0.04% -27,455 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,200 shares; 2025Q1: 13,200 shares; 2025Q2: 13,200 shares; 2025Q3: 13,536 shares; 2025Q4: 13,536 shares 13,536 $1.42M 0.04% 0 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,115 shares; 2025Q1: 8,138 shares; 2025Q2: 8,110 shares; 2025Q3: 8,132 shares; 2025Q4: 8,122 shares 8,122 $1.41M 0.04% -10 Timeline LBRT LIBERTY ENERGY INC More: the full row for LIBERTY ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 26,335 shares; 2025Q2: 47,810 shares; 2025Q3: 75,485 shares; 2025Q4: 75,420 shares 75,420 $1.39M 0.04% -65 Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 5,325 shares; 2025Q2: 5,945 shares; 2025Q3: 5,945 shares; 2025Q4: 5,945 shares 5,945 $1.37M 0.04% 0 Timeline LOB LIVE OAK BANCSHARES INC More: the full row for LIVE OAK BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 66,725 shares; 2025Q1: 47,730 shares; 2025Q2: 45,570 shares; 2025Q3: 39,395 shares; 2025Q4: 38,205 shares 38,205 $1.31M 0.04% -1,190 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: restricted; 2024Q4: 15,252 shares; 2025Q1: 14,552 shares; 2025Q2: 14,552 shares; 2025Q3: 14,201 shares; 2025Q4: 13,620 shares 13,620 $1.27M 0.04% -581 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: restricted; 2024Q4: 37,400 shares; 2025Q1: 37,637 shares; 2025Q2: 37,637 shares; 2025Q3: 37,400 shares; 2025Q4: 36,800 shares 36,800 $1.26M 0.04% -600 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,010 shares; 2025Q1: 11,972 shares; 2025Q2: 12,109 shares; 2025Q3: 13,954 shares; 2025Q4: 13,979 shares 13,979 $1.25M 0.04% +25 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: restricted; 2024Q4: 18,054 shares; 2025Q1: 18,283 shares; 2025Q2: 18,283 shares; 2025Q3: 18,054 shares; 2025Q4: 16,992 shares 16,992 $1.25M 0.04% -1,062 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 31,280 shares; 2025Q1: 20,628 shares; 2025Q2: 19,562 shares; 2025Q3: 19,443 shares; 2025Q4: 18,879 shares 18,879 $1.25M 0.04% -564 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: restricted; 2024Q4: 34,860 shares; 2025Q1: 34,045 shares; 2025Q2: 33,106 shares; 2025Q3: 32,602 shares; 2025Q4: 30,141 shares 30,141 $1.23M 0.03% -2,461 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: restricted; 2024Q4: 13,801 shares; 2025Q1: 13,144 shares; 2025Q2: 11,954 shares; 2025Q3: 10,869 shares; 2025Q4: 10,724 shares 10,724 $1.23M 0.03% -145 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: restricted; 2024Q4: 4,191 shares; 2025Q1: 4,241 shares; 2025Q2: 4,245 shares; 2025Q3: 3,970 shares; 2025Q4: 4,184 shares 4,184 $1.21M 0.03% +214 Timeline BBUS 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: restricted; 2024Q4: 14 shares; 2025Q1: 14 shares; 2025Q2: 14 shares; 2025Q3: 14 shares; 2025Q4: 9,667 shares 9,667 $1.19M 0.03% +9,653 Timeline AYI ACUITY INC More: the full row for ACUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,222 shares; 2025Q1: 3,222 shares; 2025Q2: 3,222 shares; 2025Q3: 3,222 shares; 2025Q4: 3,222 shares 3,222 $1.16M 0.03% 0 Timeline VOT 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: restricted; 2024Q4: 3,611 shares; 2025Q1: 3,511 shares; 2025Q2: 3,121 shares; 2025Q3: 4,307 shares; 2025Q4: 4,122 shares 4,122 $1.15M 0.03% -185 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: restricted; 2024Q4: 31,208 shares; 2025Q1: 30,638 shares; 2025Q2: 22,444 shares; 2025Q3: 21,936 shares; 2025Q4: 21,168 shares 21,168 $1.14M 0.03% -768 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: restricted; 2024Q4: 6,721 shares; 2025Q1: 7,180 shares; 2025Q2: 6,749 shares; 2025Q3: 7,051 shares; 2025Q4: 18,025 shares 18,025 $1.13M 0.03% +10,974 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: restricted; 2024Q4: 11,075 shares; 2025Q1: 11,075 shares; 2025Q2: 11,075 shares; 2025Q3: 11,075 shares; 2025Q4: 11,075 shares 11,075 $1.09M 0.03% 0 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,282 shares; 2025Q1: 3,242 shares; 2025Q2: 3,283 shares; 2025Q3: 3,295 shares; 2025Q4: 3,245 shares 3,245 $1.09M 0.03% -50 Timeline SSB SOUTHSTATE BK CORP More: the full row for SOUTHSTATE BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,347 shares; 2025Q4: 11,447 shares 11,447 $1.08M 0.03% -900 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: restricted; 2024Q4: 3,989 shares; 2025Q1: 4,057 shares; 2025Q2: 4,328 shares; 2025Q3: 4,139 shares; 2025Q4: 3,989 shares 3,989 $1.06M 0.03% -150 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: restricted; 2024Q4: 75,265 shares; 2025Q1: 73,482 shares; 2025Q2: 69,402 shares; 2025Q3: 62,188 shares; 2025Q4: 37,964 shares 37,964 $1.04M 0.03% -24,224 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,409 shares; 2025Q1: 10,374 shares; 2025Q2: 9,514 shares; 2025Q3: 9,474 shares; 2025Q4: 8,249 shares 8,249 $1.04M 0.03% -1,225 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: restricted; 2024Q4: 391 shares; 2025Q1: 391 shares; 2025Q2: 1,316 shares; 2025Q3: 1,386 shares; 2025Q4: 1,377 shares 1,377 $1.04M 0.03% -9 Timeline FLO FLOWERS FOODS INC More: the full row for FLOWERS FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 216,345 shares; 2025Q1: 217,920 shares; 2025Q2: 234,725 shares; 2025Q3: 90,683 shares; 2025Q4: 94,233 shares 94,233 $1.03M 0.03% +3,550 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: restricted; 2024Q4: 12,354 shares; 2025Q1: 16,290 shares; 2025Q2: 18,904 shares; 2025Q3: 16,624 shares; 2025Q4: 10,050 shares 10,050 $1.01M 0.03% -6,574 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: restricted; 2024Q4: 10,344 shares; 2025Q1: 10,344 shares; 2025Q2: 10,344 shares; 2025Q3: 10,344 shares; 2025Q4: 8,115 shares 8,115 $1M 0.03% -2,229 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,046 shares; 2025Q1: 5,472 shares; 2025Q2: 4,662 shares; 2025Q3: 4,662 shares; 2025Q4: 4,662 shares 4,662 $998K 0.03% 0 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 159 shares; 2025Q3: 159 shares; 2025Q4: 12,413 shares 12,413 $990K 0.03% +12,254 Timeline KTOS KRATOS DEFENSE & SEC SOLUTIO More: the full row for KRATOS DEFENSE & SEC SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,500 shares; 2025Q1: 8,975 shares; 2025Q2: 13,275 shares; 2025Q3: 13,275 shares; 2025Q4: 13,000 shares 13,000 $987K 0.03% -275 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: restricted; 2024Q4: 12,334 shares; 2025Q1: 12,269 shares; 2025Q2: 12,279 shares; 2025Q3: 10,984 shares; 2025Q4: 21,838 shares 21,838 $976K 0.03% +10,854 Timeline IGV 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: restricted; 2024Q4: 8,916 shares; 2025Q1: 8,911 shares; 2025Q2: 8,876 shares; 2025Q3: 8,941 shares; 2025Q4: 9,012 shares 9,012 $952K 0.03% +71 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,138 shares; 2025Q1: 11,138 shares; 2025Q2: 11,138 shares; 2025Q3: 12,020 shares; 2025Q4: 12,020 shares 12,020 $952K 0.03% 0 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: restricted; 2024Q4: 4,268 shares; 2025Q1: 4,451 shares; 2025Q2: 4,634 shares; 2025Q3: 4,654 shares; 2025Q4: 4,879 shares 4,879 $935K 0.03% +225 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: restricted; 2024Q4: 10,305 shares; 2025Q1: 10,061 shares; 2025Q2: 10,122 shares; 2025Q3: 9,669 shares; 2025Q4: 9,645 shares 9,645 $926K 0.03% -24 Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,211 shares; 2025Q1: 8,271 shares; 2025Q2: 8,896 shares; 2025Q3: 8,930 shares; 2025Q4: 11,948 shares 11,948 $925K 0.03% +3,018 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: restricted; 2024Q4: 4,730 shares; 2025Q1: 4,730 shares; 2025Q2: 4,730 shares; 2025Q3: 4,730 shares; 2025Q4: 4,730 shares 4,730 $923K 0.03% 0 Timeline VVX V2X INC More: the full row for V2X INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9 shares; 2025Q1: 9 shares; 2025Q2: 9 shares; 2025Q3: 14,509 shares; 2025Q4: 16,804 shares 16,804 $917K 0.03% +2,295 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: restricted; 2024Q4: 20,490 shares; 2025Q1: 16,885 shares; 2025Q2: 17,158 shares; 2025Q3: 17,053 shares; 2025Q4: 16,878 shares 16,878 $892K 0.03% -175 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: restricted; 2024Q4: 4,246 shares; 2025Q1: 4,253 shares; 2025Q2: 4,313 shares; 2025Q3: 4,313 shares; 2025Q4: 4,246 shares 4,246 $888K 0.03% -67 Timeline EXE EXPAND ENERGY CORPORATION More: the full row for EXPAND ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,231 shares; 2025Q1: 8,281 shares; 2025Q2: 8,281 shares; 2025Q3: 7,992 shares; 2025Q4: 7,992 shares 7,992 $882K 0.02% 0 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,167 shares; 2025Q1: 5,167 shares; 2025Q2: 5,167 shares; 2025Q3: 5,167 shares; 2025Q4: 5,167 shares 5,167 $881K 0.02% 0 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 31,018 shares; 2025Q1: 32,427 shares; 2025Q2: 31,669 shares; 2025Q3: 35,482 shares; 2025Q4: 35,458 shares 35,458 $881K 0.02% -24 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: restricted; 2024Q4: 3,900 shares; 2025Q1: 3,986 shares; 2025Q2: 3,870 shares; 2025Q3: 4,213 shares; 2025Q4: 5,713 shares 5,713 $878K 0.02% +1,500 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: restricted; 2024Q4: 1,541 shares; 2025Q1: 1,589 shares; 2025Q2: 1,591 shares; 2025Q3: 1,599 shares; 2025Q4: 1,505 shares 1,505 $859K 0.02% -94 Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,400 shares; 2025Q1: 5,400 shares; 2025Q2: 5,400 shares; 2025Q3: 5,400 shares; 2025Q4: 6,000 shares 6,000 $839K 0.02% +600 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: restricted; 2024Q4: 2,240 shares; 2025Q1: 2,240 shares; 2025Q2: 2,240 shares; 2025Q3: 2,240 shares; 2025Q4: 2,240 shares 2,240 $837K 0.02% 0 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: restricted; 2024Q4: 1,847 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,769 shares 20,769 $836K 0.02% new 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: restricted; 2024Q4: 5,025 shares; 2025Q1: 5,129 shares; 2025Q2: 5,052 shares; 2025Q3: 5,409 shares; 2025Q4: 5,409 shares 5,409 $834K 0.02% 0 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: restricted; 2024Q4: 8,926 shares; 2025Q1: 7,649 shares; 2025Q2: 7,567 shares; 2025Q3: 7,856 shares; 2025Q4: 9,502 shares 9,502 $830K 0.02% +1,646 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: restricted; 2024Q4: 15,993 shares; 2025Q1: 14,130 shares; 2025Q2: 14,087 shares; 2025Q3: 14,084 shares; 2025Q4: 14,089 shares 14,089 $823K 0.02% +5 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: restricted; 2024Q4: 4,470 shares; 2025Q1: 4,716 shares; 2025Q2: 4,716 shares; 2025Q3: 4,776 shares; 2025Q4: 4,776 shares 4,776 $819K 0.02% 0 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: restricted; 2024Q4: 9,437 shares; 2025Q1: 9,448 shares; 2025Q2: 9,397 shares; 2025Q3: 9,397 shares; 2025Q4: 18,990 shares 18,990 $811K 0.02% +9,593 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: restricted; 2024Q4: 19,076 shares; 2025Q1: 9,139 shares; 2025Q2: 9,000 shares; 2025Q3: 9,284 shares; 2025Q4: 9,296 shares 9,296 $811K 0.02% +12 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: restricted; 2024Q4: 3,249 shares; 2025Q1: 3,544 shares; 2025Q2: 3,505 shares; 2025Q3: 3,479 shares; 2025Q4: 3,493 shares 3,493 $808K 0.02% +14 Timeline ULST SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 22,459 shares; 2025Q1: 21,859 shares; 2025Q2: 20,409 shares; 2025Q3: 19,646 shares; 2025Q4: 19,646 shares 19,646 $796K 0.02% 0 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: restricted; 2024Q4: 44,132 shares; 2025Q1: 44,414 shares; 2025Q2: 43,763 shares; 2025Q3: 44,084 shares; 2025Q4: 45,703 shares 45,703 $788K 0.02% +1,619 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,737 shares; 2025Q1: 18,462 shares; 2025Q2: 19,099 shares; 2025Q3: 20,006 shares; 2025Q4: 20,569 shares 20,569 $784K 0.02% +563 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: restricted; 2024Q4: 2,422 shares; 2025Q1: 2,429 shares; 2025Q2: 2,422 shares; 2025Q3: 2,422 shares; 2025Q4: 2,403 shares 2,403 $779K 0.02% -19 Timeline XHLF 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,261 shares 15,261 $769K 0.02% new 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: restricted; 2024Q4: 600 shares; 2025Q1: 605 shares; 2025Q2: 608 shares; 2025Q3: 631 shares; 2025Q4: 758 shares 758 $765K 0.02% +127 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: restricted; 2024Q4: 9,616 shares; 2025Q1: 10,556 shares; 2025Q2: 10,406 shares; 2025Q3: 8,871 shares; 2025Q4: 8,871 shares 8,871 $756K 0.02% 0 Timeline MGV 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,346 shares 5,346 $755K 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: restricted; 2024Q4: 22,841 shares; 2025Q1: 22,671 shares; 2025Q2: 22,406 shares; 2025Q3: 21,380 shares; 2025Q4: 24,809 shares 24,809 $742K 0.02% +3,429 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: restricted; 2024Q4: 6,362 shares; 2025Q1: 5,447 shares; 2025Q2: 5,362 shares; 2025Q3: 5,337 shares; 2025Q4: 5,337 shares 5,337 $736K 0.02% 0 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: restricted; 2024Q4: 14,384 shares; 2025Q1: 14,384 shares; 2025Q2: 14,384 shares; 2025Q3: 14,057 shares; 2025Q4: 13,307 shares 13,307 $728K 0.02% -750 Timeline GPK GRAPHIC PACKAGING HLDG CO More: the full row for GRAPHIC PACKAGING HLDG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,405 shares; 2025Q1: 8,638 shares; 2025Q2: 19,892 shares; 2025Q3: 31,799 shares; 2025Q4: 47,859 shares 47,859 $726K 0.02% +16,060 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares 3,000 $724K 0.02% 0 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: restricted; 2024Q4: 12,911 shares; 2025Q1: 10,311 shares; 2025Q2: 10,320 shares; 2025Q3: 10,314 shares; 2025Q4: 11,240 shares 11,240 $720K 0.02% +926 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: restricted; 2024Q4: 8,080 shares; 2025Q1: 8,080 shares; 2025Q2: 8,080 shares; 2025Q3: 8,080 shares; 2025Q4: 8,080 shares 8,080 $719K 0.02% 0 Timeline TDW TIDEWATER INC NEW More: the full row for TIDEWATER INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 6,014 shares; 2025Q2: 13,488 shares; 2025Q3: 13,488 shares; 2025Q4: 13,488 shares 13,488 $681K 0.02% 0 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: restricted; 2024Q4: 4,122 shares; 2025Q1: 4,122 shares; 2025Q2: 4,122 shares; 2025Q3: 4,134 shares; 2025Q4: 4,122 shares 4,122 $670K 0.02% -12 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: restricted; 2024Q4: 4,495 shares; 2025Q1: 4,519 shares; 2025Q2: 4,272 shares; 2025Q3: 3,878 shares; 2025Q4: 3,476 shares 3,476 $664K 0.02% -402 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: restricted; 2024Q4: 7,440 shares; 2025Q1: 7,440 shares; 2025Q2: 7,454 shares; 2025Q3: 7,440 shares; 2025Q4: 7,381 shares 7,381 $653K 0.02% -59 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: restricted; 2024Q4: 4,580 shares; 2025Q1: 4,580 shares; 2025Q2: 4,380 shares; 2025Q3: 4,380 shares; 2025Q4: 4,380 shares 4,380 $651K 0.02% 0 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: restricted; 2024Q4: 2,596 shares; 2025Q1: 2,496 shares; 2025Q2: 2,540 shares; 2025Q3: 2,549 shares; 2025Q4: 2,496 shares 2,496 $646K 0.02% -53 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: restricted; 2024Q4: 8,129 shares; 2025Q1: 8,129 shares; 2025Q2: 8,129 shares; 2025Q3: 8,129 shares; 2025Q4: 8,129 shares 8,129 $646K 0.02% 0 Timeline KLAR KLARNA GROUP PLC More: the full row for KLARNA GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 400 shares; 2025Q4: 22,300 shares 22,300 $645K 0.02% +21,900 Timeline AVTR AVANTOR INC More: the full row for AVANTOR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 77,382 shares; 2025Q1: 89,667 shares; 2025Q2: 74,992 shares; 2025Q3: 59,277 shares; 2025Q4: 55,862 shares 55,862 $640K 0.02% -3,415 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 202 shares; 2025Q1: 198 shares; 2025Q2: 197 shares; 2025Q3: 197 shares; 2025Q4: 185 shares 185 $627K 0.02% -12 Timeline BAH BOOZ ALLEN HAMILTON HLDG COR More: the full row for BOOZ ALLEN HAMILTON HLDG COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,556 shares; 2025Q1: 9,400 shares; 2025Q2: 9,100 shares; 2025Q3: 8,450 shares; 2025Q4: 7,350 shares 7,350 $620K 0.02% -1,100 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: restricted; 2024Q4: 652 shares; 2025Q1: 753 shares; 2025Q2: 1,916 shares; 2025Q3: 1,891 shares; 2025Q4: 1,564 shares 1,564 $620K 0.02% -327 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: restricted; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares 1,000 $612K 0.02% 0 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,790 shares; 2025Q1: 4,690 shares; 2025Q2: 12,457 shares; 2025Q3: 12,833 shares; 2025Q4: 11,917 shares 11,917 $606K 0.02% -916 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: restricted; 2024Q4: 7,818 shares; 2025Q1: 7,868 shares; 2025Q2: 7,762 shares; 2025Q3: 6,694 shares; 2025Q4: 6,469 shares 6,469 $606K 0.02% -225 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: restricted; 2024Q4: 1,399 shares; 2025Q1: 1,404 shares; 2025Q2: 1,420 shares; 2025Q3: 1,426 shares; 2025Q4: 1,420 shares 1,420 $605K 0.02% -6 Timeline EZPW EZCORP INC More: the full row for EZCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 37,225 shares; 2025Q1: 37,225 shares; 2025Q2: 37,225 shares; 2025Q3: 30,890 shares; 2025Q4: 30,890 shares 30,890 $600K 0.02% 0 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: restricted; 2024Q4: 11,837 shares; 2025Q1: 7,337 shares; 2025Q2: 7,337 shares; 2025Q3: 7,337 shares; 2025Q4: 7,337 shares 7,337 $592K 0.02% 0 Timeline FNB F N B CORP More: the full row for F N B CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 34,995 shares; 2025Q1: 34,486 shares; 2025Q2: 34,486 shares; 2025Q3: 34,486 shares; 2025Q4: 34,486 shares 34,486 $590K 0.02% 0 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,777 shares; 2025Q1: 5,397 shares; 2025Q2: 5,079 shares; 2025Q3: 4,807 shares; 2025Q4: 4,902 shares 4,902 $589K 0.02% +95 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: restricted; 2024Q4: 1,241 shares; 2025Q1: 1,253 shares; 2025Q2: 1,254 shares; 2025Q3: 1,268 shares; 2025Q4: 1,254 shares 1,254 $586K 0.02% -14 Timeline AAP ADVANCE AUTO PARTS INC More: the full row for ADVANCE AUTO PARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,170 shares; 2025Q1: 13,200 shares; 2025Q2: 14,625 shares; 2025Q3: 14,625 shares; 2025Q4: 14,625 shares 14,625 $575K 0.02% 0 Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,201 shares; 2025Q1: 13,544 shares; 2025Q2: 12,801 shares; 2025Q3: 12,001 shares; 2025Q4: 12,001 shares 12,001 $573K 0.02% 0 Timeline DAR DARLING INGREDIENTS INC More: the full row for DARLING INGREDIENTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,172 shares; 2025Q1: 13,364 shares; 2025Q2: 15,558 shares; 2025Q3: 15,636 shares; 2025Q4: 15,636 shares 15,636 $563K 0.02% 0 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,005 shares; 2025Q1: 8,327 shares; 2025Q2: 8,322 shares; 2025Q3: 8,366 shares; 2025Q4: 8,367 shares 8,367 $562K 0.02% +1 Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,000 shares; 2025Q1: 6,000 shares; 2025Q2: 6,000 shares; 2025Q3: 6,000 shares; 2025Q4: 6,000 shares 6,000 $555K 0.02% 0 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,175 shares; 2025Q1: 1,208 shares; 2025Q2: 1,253 shares; 2025Q3: 1,778 shares; 2025Q4: 1,769 shares 1,769 $519K 0.01% -9 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,316 shares; 2025Q1: 1,316 shares; 2025Q2: 1,316 shares; 2025Q3: 1,453 shares; 2025Q4: 1,951 shares 1,951 $514K 0.01% +498 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: restricted; 2024Q4: 4,601 shares; 2025Q1: 4,601 shares; 2025Q2: 4,176 shares; 2025Q3: 4,176 shares; 2025Q4: 4,176 shares 4,176 $509K 0.01% 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: restricted; 2024Q4: 21,926 shares; 2025Q1: 23,475 shares; 2025Q2: 19,075 shares; 2025Q3: 19,028 shares; 2025Q4: 9,692 shares 9,692 $493K 0.01% -9,336 Timeline VPL 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: restricted; 2024Q4: 5,630 shares; 2025Q1: 5,305 shares; 2025Q2: 5,205 shares; 2025Q3: 5,205 shares; 2025Q4: 5,300 shares 5,300 $479K 0.01% +95 Timeline EVLV EVOLV TECHNOLOGIES HLDNGS IN More: the full row for EVOLV TECHNOLOGIES HLDNGS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 54,500 shares; 2025Q1: 64,500 shares; 2025Q2: 59,600 shares; 2025Q3: 66,600 shares; 2025Q4: 66,600 shares 66,600 $477K 0.01% 0 Timeline SCHE 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: restricted; 2024Q4: 15,256 shares; 2025Q1: 15,137 shares; 2025Q2: 14,844 shares; 2025Q3: 14,599 shares; 2025Q4: 14,499 shares 14,499 $475K 0.01% -100 Timeline VMD VIEMED HEALTHCARE INC More: the full row for VIEMED HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 72,007 shares; 2025Q1: 72,007 shares; 2025Q2: 72,007 shares; 2025Q3: 72,007 shares; 2025Q4: 63,107 shares 63,107 $469K 0.01% -8,900 Timeline AIQ 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: restricted; 2024Q4: 8,487 shares; 2025Q1: 8,931 shares; 2025Q2: 8,131 shares; 2025Q3: 8,926 shares; 2025Q4: 9,171 shares 9,171 $467K 0.01% +245 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,474 shares; 2025Q1: 6,405 shares; 2025Q2: 6,371 shares; 2025Q3: 5,932 shares; 2025Q4: 5,821 shares 5,821 $461K 0.01% -111 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: restricted; 2024Q4: 2,334 shares; 2025Q1: 2,403 shares; 2025Q2: 2,252 shares; 2025Q3: 2,199 shares; 2025Q4: 2,188 shares 2,188 $460K 0.01% -11 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,311 shares; 2025Q1: 1,311 shares; 2025Q2: 1,311 shares; 2025Q3: 1,311 shares; 2025Q4: 1,310 shares 1,310 $459K 0.01% -1 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: restricted; 2024Q4: 979 shares; 2025Q1: 1,075 shares; 2025Q2: 1,062 shares; 2025Q3: 954 shares; 2025Q4: 944 shares 944 $457K 0.01% -10 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: restricted; 2024Q4: 1,040 shares; 2025Q1: 1,040 shares; 2025Q2: 1,050 shares; 2025Q3: 1,053 shares; 2025Q4: 1,053 shares 1,053 $444K 0.01% 0 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: restricted; 2024Q4: 20,054 shares; 2025Q1: 19,859 shares; 2025Q2: 21,659 shares; 2025Q3: 20,909 shares; 2025Q4: 10,610 shares 10,610 $439K 0.01% -10,299 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: restricted; 2024Q4: 23,008 shares; 2025Q1: 7,008 shares; 2025Q2: 6,988 shares; 2025Q3: 7,438 shares; 2025Q4: 7,986 shares 7,986 $437K 0.01% +548 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 325 shares; 2025Q1: 328 shares; 2025Q2: 325 shares; 2025Q3: 325 shares; 2025Q4: 325 shares 325 $432K 0.01% 0 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: restricted; 2024Q4: 292 shares; 2025Q1: 467 shares; 2025Q2: 752 shares; 2025Q3: 753 shares; 2025Q4: 753 shares 753 $429K 0.01% 0 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: restricted; 2024Q4: 3,788 shares; 2025Q1: 4,842 shares; 2025Q2: 4,841 shares; 2025Q3: 5,186 shares; 2025Q4: 5,186 shares 5,186 $424K 0.01% 0 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,092 shares; 2025Q1: 1,092 shares; 2025Q2: 1,092 shares; 2025Q3: 1,250 shares; 2025Q4: 1,250 shares 1,250 $422K 0.01% 0 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: restricted; 2024Q4: 745 shares; 2025Q1: 745 shares; 2025Q2: 745 shares; 2025Q3: 745 shares; 2025Q4: 745 shares 745 $418K 0.01% 0 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,131 shares; 2025Q1: 3,648 shares; 2025Q2: 3,648 shares; 2025Q3: 3,648 shares; 2025Q4: 3,151 shares 3,151 $417K 0.01% -497 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,235 shares; 2025Q1: 4,235 shares; 2025Q2: 4,955 shares; 2025Q3: 4,955 shares; 2025Q4: 4,955 shares 4,955 $414K 0.01% 0 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: restricted; 2024Q4: 504 shares; 2025Q1: 511 shares; 2025Q2: 511 shares; 2025Q3: 511 shares; 2025Q4: 511 shares 511 $414K 0.01% 0 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,800 shares; 2025Q1: 8,800 shares; 2025Q2: 8,800 shares; 2025Q3: 8,800 shares; 2025Q4: 8,800 shares 8,800 $413K 0.01% 0 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,973 shares; 2025Q1: 2,365 shares; 2025Q2: 3,662 shares; 2025Q3: 5,819 shares; 2025Q4: 6,289 shares 6,289 $409K 0.01% +470 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: restricted; 2024Q4: 6,757 shares; 2025Q1: 6,757 shares; 2025Q2: 6,757 shares; 2025Q3: 6,912 shares; 2025Q4: 6,912 shares 6,912 $405K 0.01% 0 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,645 shares; 2025Q1: 1,666 shares; 2025Q2: 1,674 shares; 2025Q3: 1,497 shares; 2025Q4: 1,488 shares 1,488 $404K 0.01% -9 Timeline FCNCA FIRST CTZNS BANCSHARES INC D More: the full row for FIRST CTZNS BANCSHARES INC D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 185 shares; 2025Q1: 185 shares; 2025Q2: 185 shares; 2025Q3: 185 shares; 2025Q4: 185 shares 185 $397K 0.01% 0 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: restricted; 2024Q4: 116 shares; 2025Q1: 170 shares; 2025Q2: 97 shares; 2025Q3: 2,983 shares; 2025Q4: 7,348 shares 7,348 $395K 0.01% +4,365 Timeline VFC V F CORP More: the full row for V F CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 21,467 shares; 2025Q1: 21,665 shares; 2025Q2: 21,467 shares; 2025Q3: 21,467 shares; 2025Q4: 21,467 shares 21,467 $388K 0.01% 0 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,413 shares; 2025Q1: 2,413 shares; 2025Q2: 2,413 shares; 2025Q3: 2,413 shares; 2025Q4: 2,413 shares 2,413 $388K 0.01% 0 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: restricted; 2024Q4: 1,449 shares; 2025Q1: 1,007 shares; 2025Q2: 1,007 shares; 2025Q3: 1,007 shares; 2025Q4: 802 shares 802 $386K 0.01% -205 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,138 shares; 2025Q1: 2,038 shares; 2025Q2: 1,298 shares; 2025Q3: 1,433 shares; 2025Q4: 1,261 shares 1,261 $381K 0.01% -172 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: restricted; 2024Q4: 581 shares; 2025Q1: 590 shares; 2025Q2: 579 shares; 2025Q3: 579 shares; 2025Q4: 574 shares 574 $380K 0.01% -5 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,780 shares; 2025Q1: 2,809 shares; 2025Q2: 2,780 shares; 2025Q3: 2,670 shares; 2025Q4: 2,720 shares 2,720 $379K 0.01% +50 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,330 shares; 2025Q1: 3,330 shares; 2025Q2: 3,330 shares; 2025Q3: 4,453 shares; 2025Q4: 7,453 shares 7,453 $373K 0.01% +3,000 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: restricted; 2024Q4: 420 shares; 2025Q1: 420 shares; 2025Q2: 4,620 shares; 2025Q3: 4,620 shares; 2025Q4: 5,770 shares 5,770 $372K 0.01% +1,150 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: restricted; 2024Q4: 6,222 shares; 2025Q1: 5,967 shares; 2025Q2: 5,817 shares; 2025Q3: 6,192 shares; 2025Q4: 6,212 shares 6,212 $364K 0.01% +20 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: restricted; 2024Q4: 2,255 shares; 2025Q1: 2,255 shares; 2025Q2: 2,255 shares; 2025Q3: 2,080 shares; 2025Q4: 2,126 shares 2,126 $359K 0.01% +46 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,760 shares; 2025Q1: 3,595 shares; 2025Q2: 3,215 shares; 2025Q3: 3,075 shares; 2025Q4: 3,250 shares 3,250 $358K 0.01% +175 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,067 shares; 2025Q1: 4,067 shares; 2025Q2: 3,592 shares; 2025Q3: 3,467 shares; 2025Q4: 3,042 shares 3,042 $357K 0.01% -425 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: restricted; 2024Q4: 433 shares; 2025Q1: 445 shares; 2025Q2: 445 shares; 2025Q3: 445 shares; 2025Q4: 435 shares 435 $357K 0.01% -10 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: restricted; 2024Q4: 4,206 shares; 2025Q1: 4,313 shares; 2025Q2: 4,206 shares; 2025Q3: 4,185 shares; 2025Q4: 4,185 shares 4,185 $352K 0.01% 0 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: restricted; 2024Q4: 312 shares; 2025Q1: 321 shares; 2025Q2: 687 shares; 2025Q3: 687 shares; 2025Q4: 687 shares 687 $351K 0.01% 0 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 612 shares; 2025Q1: 612 shares; 2025Q2: 612 shares; 2025Q3: 504 shares; 2025Q4: 1,509 shares 1,509 $340K 0.01% +1,005 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: restricted; 2024Q4: 4,958 shares; 2025Q1: 5,264 shares; 2025Q2: 5,222 shares; 2025Q3: 4,958 shares; 2025Q4: 4,958 shares 4,958 $336K 0.01% 0 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,081 shares 4,081 $333K 0.01% new Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,878 shares; 2025Q1: 1,911 shares; 2025Q2: 1,911 shares; 2025Q3: 1,877 shares; 2025Q4: 1,670 shares 1,670 $332K 0.01% -207 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: restricted; 2024Q4: 2,440 shares; 2025Q1: 2,325 shares; 2025Q2: 2,363 shares; 2025Q3: 2,243 shares; 2025Q4: 2,243 shares 2,243 $329K 0.01% 0 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: restricted; 2024Q4: 8,165 shares; 2025Q1: 8,165 shares; 2025Q2: 8,470 shares; 2025Q3: 8,165 shares; 2025Q4: 8,165 shares 8,165 $328K 0.01% 0 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: restricted; 2024Q4: 7,365 shares; 2025Q1: 7,365 shares; 2025Q2: 7,365 shares; 2025Q3: 7,365 shares; 2025Q4: 7,365 shares 7,365 $328K 0.01% 0 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: restricted; 2024Q4: 1,140 shares; 2025Q1: 1,140 shares; 2025Q2: 1,140 shares; 2025Q3: 1,140 shares; 2025Q4: 1,139 shares 1,139 $328K 0.01% -1 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,364 shares; 2025Q1: 2,377 shares; 2025Q2: 2,364 shares; 2025Q3: 2,364 shares; 2025Q4: 2,364 shares 2,364 $322K 0.01% 0 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: restricted; 2024Q4: 2,988 shares; 2025Q1: 2,988 shares; 2025Q2: 2,988 shares; 2025Q3: 2,988 shares; 2025Q4: 2,988 shares 2,988 $320K 0.01% 0 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 23,340 shares; 2025Q1: 6,668 shares; 2025Q2: 6,668 shares; 2025Q3: 6,668 shares; 2025Q4: 6,668 shares 6,668 $312K 0.01% 0 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,487 shares; 2025Q1: 5,546 shares; 2025Q2: 6,221 shares; 2025Q3: 7,579 shares; 2025Q4: 9,508 shares 9,508 $310K 0.01% +1,929 Timeline XONE 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,100 shares 6,100 $303K 0.01% new 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: restricted; 2024Q4: 557 shares; 2025Q1: 593 shares; 2025Q2: 596 shares; 2025Q3: 575 shares; 2025Q4: 575 shares 575 $300K 0.01% 0 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,026 shares; 2025Q1: 14,119 shares; 2025Q2: 11,776 shares; 2025Q3: 11,776 shares; 2025Q4: 9,464 shares 9,464 $293K 0.01% -2,312 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: restricted; 2024Q4: 234 shares; 2025Q1: 234 shares; 2025Q2: 234 shares; 2025Q3: 234 shares; 2025Q4: 484 shares 484 $293K 0.01% +250 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,121 shares; 2025Q1: 1,121 shares; 2025Q2: 1,042 shares; 2025Q3: 1,571 shares; 2025Q4: 2,571 shares 2,571 $288K 0.01% +1,000 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,875 shares; 2025Q1: 16,875 shares; 2025Q2: 17,875 shares; 2025Q3: 17,875 shares; 2025Q4: 17,875 shares 17,875 $287K 0.01% 0 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: restricted; 2024Q4: 1,813 shares; 2025Q1: 1,343 shares; 2025Q2: 1,293 shares; 2025Q3: 813 shares; 2025Q4: 813 shares 813 $285K 0.01% 0 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,734 shares; 2025Q1: 1,734 shares; 2025Q2: 1,734 shares; 2025Q3: 1,708 shares; 2025Q4: 1,693 shares 1,693 $284K 0.01% -15 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,247 shares; 2025Q1: 1,293 shares; 2025Q2: 1,293 shares; 2025Q3: 1,293 shares; 2025Q4: 1,293 shares 1,293 $276K 0.01% 0 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: restricted; 2024Q4: 1,075 shares; 2025Q1: 1,125 shares; 2025Q2: 1,075 shares; 2025Q3: 1,075 shares; 2025Q4: 1,060 shares 1,060 $272K 0.01% -15 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: restricted; 2024Q4: 416 shares; 2025Q1: 435 shares; 2025Q2: 425 shares; 2025Q3: 764 shares; 2025Q4: 764 shares 764 $270K 0.01% 0 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,554 shares; 2025Q1: 7,154 shares; 2025Q2: 7,422 shares; 2025Q3: 7,422 shares; 2025Q4: 7,422 shares 7,422 $269K 0.01% 0 Timeline VXX BARCLAYS BANK PLC More: the full row for BARCLAYS BANK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 100 shares; 2025Q1: 700 shares; 2025Q2: not reported; 2025Q3: 2,000 shares; 2025Q4: 10,000 shares 10,000 $265K 0.01% +8,000 Timeline AORT ARTIVION INC More: the full row for ARTIVION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,600 shares; 2025Q1: 10,600 shares; 2025Q2: 10,600 shares; 2025Q3: 10,600 shares; 2025Q4: 5,600 shares 5,600 $255K 0.01% -5,000 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: restricted; 2024Q4: 5,901 shares; 2025Q1: 5,578 shares; 2025Q2: 5,578 shares; 2025Q3: 5,578 shares; 2025Q4: 5,578 shares 5,578 $255K 0.01% 0 Timeline SMTI SANARA MEDTECH INC More: the full row for SANARA MEDTECH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,215 shares; 2025Q1: 11,215 shares; 2025Q2: 11,215 shares; 2025Q3: 8,715 shares; 2025Q4: 10,897 shares 10,897 $254K 0.01% +2,182 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: restricted; 2024Q4: 3,665 shares; 2025Q1: 3,115 shares; 2025Q2: 3,115 shares; 2025Q3: 3,115 shares; 2025Q4: 3,115 shares 3,115 $253K 0.01% 0 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: restricted; 2024Q4: 243 shares; 2025Q1: 282 shares; 2025Q2: 193 shares; 2025Q3: 373 shares; 2025Q4: 1,367 shares 1,367 $253K 0.01% +994 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: restricted; 2024Q4: 958 shares; 2025Q1: 958 shares; 2025Q2: 1,015 shares; 2025Q3: 1,024 shares; 2025Q4: 1,015 shares 1,015 $252K 0.01% -9 Timeline BEP BROOKFIELD RENEWABLE ENERGY More: the full row for BROOKFIELD RENEWABLE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,262 shares; 2025Q1: 9,262 shares; 2025Q2: 9,262 shares; 2025Q3: 9,262 shares; 2025Q4: 9,262 shares 9,262 $250K 0.01% 0 Timeline GPIX GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 400 shares; 2025Q1: 1,350 shares; 2025Q2: 2,500 shares; 2025Q3: 2,850 shares; 2025Q4: 4,600 shares 4,600 $243K 0.01% +1,750 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: restricted; 2024Q4: 1,863 shares; 2025Q1: 1,863 shares; 2025Q2: 1,798 shares; 2025Q3: 1,798 shares; 2025Q4: 1,678 shares 1,678 $241K 0.01% -120 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 843 shares; 2025Q1: 813 shares; 2025Q2: 761 shares; 2025Q3: 761 shares; 2025Q4: 761 shares 761 $240K 0.01% 0 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: restricted; 2024Q4: 3,806 shares; 2025Q1: 3,762 shares; 2025Q2: 3,793 shares; 2025Q3: 3,793 shares; 2025Q4: 935 shares 935 $236K 0.01% -2,858 Timeline EXP EAGLE MATLS INC More: the full row for EAGLE MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,326 shares; 2025Q1: 1,126 shares; 2025Q2: 1,126 shares; 2025Q3: 1,126 shares; 2025Q4: 1,126 shares 1,126 $233K 0.01% 0 Timeline XOP 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: restricted; 2024Q4: 4,495 shares; 2025Q1: 2,295 shares; 2025Q2: 2,295 shares; 2025Q3: 2,295 shares; 2025Q4: 1,845 shares 1,845 $233K 0.01% -450 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,170 shares; 2025Q1: 2,170 shares; 2025Q2: 2,170 shares; 2025Q3: 2,170 shares; 2025Q4: 1,920 shares 1,920 $232K 0.01% -250 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: restricted; 2024Q4: 905 shares; 2025Q1: 819 shares; 2025Q2: 794 shares; 2025Q3: 794 shares; 2025Q4: 794 shares 794 $230K 0.01% 0 Timeline IWP 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: restricted; 2024Q4: 1,670 shares; 2025Q1: 1,670 shares; 2025Q2: 1,670 shares; 2025Q3: 1,670 shares; 2025Q4: 1,670 shares 1,670 $229K 0.01% 0 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: restricted; 2024Q4: 673 shares; 2025Q1: 678 shares; 2025Q2: 729 shares; 2025Q3: 724 shares; 2025Q4: 724 shares 724 $227K 0.01% 0 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 259 shares; 2025Q1: 320 shares; 2025Q2: 494 shares; 2025Q3: 359 shares; 2025Q4: 494 shares 494 $224K 0.01% +135 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 41,322 shares; 2025Q1: 40,322 shares; 2025Q2: 36,411 shares; 2025Q3: 25,423 shares; 2025Q4: 17,944 shares 17,944 $223K 0.01% -7,479 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: restricted; 2024Q4: 2,385 shares; 2025Q1: 2,428 shares; 2025Q2: 2,421 shares; 2025Q3: 2,350 shares; 2025Q4: 2,271 shares 2,271 $222K 0.01% -79 Timeline GRID 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: restricted; 2024Q4: 2,330 shares; 2025Q1: 2,330 shares; 2025Q2: 1,550 shares; 2025Q3: 1,770 shares; 2025Q4: 1,450 shares 1,450 $222K 0.01% -320 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: restricted; 2024Q4: 1,835 shares; 2025Q1: 1,895 shares; 2025Q2: 1,760 shares; 2025Q3: 1,760 shares; 2025Q4: 4,765 shares 4,765 $222K 0.01% +3,005 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,103 shares; 2025Q1: 1,098 shares; 2025Q2: 1,028 shares; 2025Q3: 1,018 shares; 2025Q4: 1,003 shares 1,003 $219K 0.01% -15 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: restricted; 2024Q4: 5,805 shares; 2025Q1: 5,300 shares; 2025Q2: 5,300 shares; 2025Q3: 5,836 shares; 2025Q4: 5,637 shares 5,637 $216K 0.01% -199 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 986 shares; 2025Q1: 986 shares; 2025Q2: 986 shares; 2025Q3: 986 shares; 2025Q4: 986 shares 986 $214K 0.01% 0 Timeline IXC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,100 shares; 2025Q1: 5,100 shares; 2025Q2: 5,100 shares; 2025Q3: 5,100 shares; 2025Q4: 5,100 shares 5,100 $214K 0.01% 0 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,298 shares; 2025Q1: 1,299 shares; 2025Q2: 1,300 shares; 2025Q3: 1,301 shares; 2025Q4: 1,302 shares 1,302 $214K 0.01% +1 Timeline APG API GROUP CORP More: the full row for API GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,643 shares; 2025Q1: 3,643 shares; 2025Q2: 3,643 shares; 2025Q3: 5,464 shares; 2025Q4: 5,464 shares 5,464 $209K 0.01% 0 Timeline FHN FIRST HORIZON CORPORATION More: the full row for FIRST HORIZON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,135 shares; 2025Q1: 9,135 shares; 2025Q2: 9,135 shares; 2025Q3: 9,135 shares; 2025Q4: 8,635 shares 8,635 $208K 0.01% -500 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,000 shares; 2025Q1: not reported; 2025Q2: 50 shares; 2025Q3: 613 shares; 2025Q4: 3,181 shares 3,181 $208K 0.01% +2,568 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 905 shares; 2025Q1: 905 shares; 2025Q2: 905 shares; 2025Q3: 905 shares; 2025Q4: 905 shares 905 $206K 0.01% 0 Timeline INFU INFUSYSTEM HLDGS INC More: the full row for INFUSYSTEM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 22,417 shares; 2025Q2: 22,417 shares; 2025Q3: 22,417 shares; 2025Q4: 22,417 shares 22,417 $201K 0.01% 0 Timeline SCHV 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: restricted; 2024Q4: 8,168 shares; 2025Q1: 8,168 shares; 2025Q2: 8,118 shares; 2025Q3: 6,765 shares; 2025Q4: 6,765 shares 6,765 $200K 0.01% 0 Timeline RQI COHEN & STEERS QUALITY INCOM More: the full row for COHEN & STEERS QUALITY INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,447 shares; 2025Q1: 15,000 shares; 2025Q2: 15,000 shares; 2025Q3: 15,000 shares; 2025Q4: 15,000 shares 15,000 $171K <0.01% 0 Timeline SVV SAVERS VALUE VLG INC More: the full row for SAVERS VALUE VLG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,000 shares; 2025Q4: 18,000 shares 18,000 $168K <0.01% +9,000 Timeline APYX APYX MEDICAL CORPORATION More: the full row for APYX MEDICAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 45,500 shares; 2025Q4: 45,500 shares 45,500 $159K <0.01% 0 Timeline INDI INDIE SEMICONDUCTOR INC More: the full row for INDIE SEMICONDUCTOR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 41,294 shares; 2025Q1: 41,294 shares; 2025Q2: 41,294 shares; 2025Q3: 41,294 shares; 2025Q4: 41,294 shares 41,294 $146K <0.01% 0 Timeline XRAY DENTSPLY SIRONA INC More: the full row for DENTSPLY SIRONA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,500 shares; 2025Q1: 12,500 shares; 2025Q2: 12,500 shares; 2025Q3: 12,500 shares; 2025Q4: 12,500 shares 12,500 $145K <0.01% 0 Timeline DWSN DAWSON GEOPHYSICAL CO NEW More: the full row for DAWSON GEOPHYSICAL CO NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 118,669 shares; 2025Q1: 116,800 shares; 2025Q2: 80,800 shares; 2025Q3: 80,800 shares; 2025Q4: 77,800 shares 77,800 $121K <0.01% -3,000 Timeline MEI METHODE ELECTRS INC More: the full row for METHODE ELECTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,000 shares; 2025Q1: 18,000 shares; 2025Q2: 18,000 shares; 2025Q3: 18,000 shares; 2025Q4: 18,000 shares 18,000 $120K <0.01% 0 Timeline DERM JOURNEY MED CORP More: the full row for JOURNEY MED CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,100 shares; 2025Q4: 14,300 shares 14,300 $110K <0.01% +2,200 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: restricted; 2024Q4: 78,100 shares; 2025Q1: 74,900 shares; 2025Q2: 71,550 shares; 2025Q3: 79,565 shares; 2025Q4: 13,997 shares 13,997 $102K <0.01% -65,568 Timeline ACHR ARCHER AVIATION INC More: the full row for ARCHER AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,000 shares; 2025Q1: 11,000 shares; 2025Q2: 11,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares 10,000 $75.2K <0.01% 0 Timeline ACTG ACACIA RESH CORP More: the full row for ACACIA RESH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,664 shares; 2025Q1: 14,664 shares; 2025Q2: 14,664 shares; 2025Q3: 14,664 shares; 2025Q4: 14,664 shares 14,664 $54.8K <0.01% 0 Timeline ODV OSISKO DEVELOPMENT CORP More: the full row for OSISKO DEVELOPMENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,900 shares; 2025Q3: 13,900 shares; 2025Q4: 13,900 shares 13,900 $48.5K <0.01% 0 Timeline