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: 426,496 shares; 2024Q4: 422,048 shares; 2025Q1: 418,149 shares; 2025Q2: 422,419 shares; 2025Q3: 417,747 shares; 2025Q4: 413,101 shares 413,101 $259M 11.46% -4,646 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,059,943 shares; 2024Q4: 2,049,294 shares; 2025Q1: 2,045,743 shares; 2025Q2: 2,043,482 shares; 2025Q3: 2,078,207 shares; 2025Q4: 2,026,919 shares 2,026,919 $119M 5.26% -51,288 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,326,166 shares; 2024Q4: 1,353,301 shares; 2025Q1: 1,319,350 shares; 2025Q2: 1,289,516 shares; 2025Q3: 1,279,126 shares; 2025Q4: 1,268,269 shares 1,268,269 $99.9M 4.42% -10,857 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,012,332 shares; 2024Q4: 1,046,433 shares; 2025Q1: 1,099,425 shares; 2025Q2: 1,099,630 shares; 2025Q3: 1,107,159 shares; 2025Q4: 1,111,801 shares 1,111,801 $92.1M 4.07% +4,642 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: 932,465 shares; 2024Q4: 937,315 shares; 2025Q1: 956,084 shares; 2025Q2: 949,420 shares; 2025Q3: 962,288 shares; 2025Q4: 960,454 shares 960,454 $76.6M 3.39% -1,834 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: 280,138 shares; 2024Q4: 278,073 shares; 2025Q1: 275,909 shares; 2025Q2: 274,279 shares; 2025Q3: 273,595 shares; 2025Q4: 272,320 shares 272,320 $74M 3.27% -1,275 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: 263,245 shares; 2024Q4: 258,286 shares; 2025Q1: 253,224 shares; 2025Q2: 259,988 shares; 2025Q3: 255,042 shares; 2025Q4: 252,205 shares 252,205 $73.2M 3.24% -2,837 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: 263,850 shares; 2024Q4: 257,179 shares; 2025Q1: 251,792 shares; 2025Q2: 258,797 shares; 2025Q3: 257,086 shares; 2025Q4: 254,416 shares 254,416 $65.7M 2.9% -2,670 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: 863,960 shares; 2024Q4: 845,073 shares; 2025Q1: 839,508 shares; 2025Q2: 804,414 shares; 2025Q3: 787,959 shares; 2025Q4: 774,900 shares 774,900 $64.8M 2.87% -13,059 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: 92,274 shares; 2024Q4: 89,471 shares; 2025Q1: 87,953 shares; 2025Q2: 87,896 shares; 2025Q3: 86,914 shares; 2025Q4: 86,520 shares 86,520 $59.3M 2.62% -394 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: 393,261 shares; 2024Q4: 386,972 shares; 2025Q1: 387,955 shares; 2025Q2: 403,011 shares; 2025Q3: 395,220 shares; 2025Q4: 390,509 shares 390,509 $56M 2.48% -4,711 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: 84,239 shares; 2024Q4: 83,317 shares; 2025Q1: 85,810 shares; 2025Q2: 93,678 shares; 2025Q3: 92,721 shares; 2025Q4: 89,919 shares 89,919 $55.2M 2.44% -2,802 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: 646,077 shares; 2024Q4: 637,191 shares; 2025Q1: 657,455 shares; 2025Q2: 625,903 shares; 2025Q3: 614,435 shares; 2025Q4: 600,519 shares 600,519 $54.3M 2.4% -13,916 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,084,449 shares; 2024Q4: 1,055,351 shares; 2025Q1: 1,065,039 shares; 2025Q2: 1,032,011 shares; 2025Q3: 1,023,779 shares; 2025Q4: 1,005,205 shares 1,005,205 $54M 2.39% -18,574 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: 146,153 shares; 2024Q4: 129,877 shares; 2025Q1: 310,480 shares; 2025Q2: 392,505 shares; 2025Q3: 402,456 shares; 2025Q4: 449,958 shares 449,958 $45.2M 2% +47,502 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: 92,292 shares; 2024Q4: 92,161 shares; 2025Q1: 91,230 shares; 2025Q2: 91,138 shares; 2025Q3: 91,100 shares; 2025Q4: 91,818 shares 91,818 $44.4M 1.96% +718 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: 278,688 shares; 2024Q4: 280,570 shares; 2025Q1: 310,074 shares; 2025Q2: 323,173 shares; 2025Q3: 367,255 shares; 2025Q4: 394,323 shares 394,323 $39.3M 1.74% +27,068 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: 108,357 shares; 2024Q4: 107,757 shares; 2025Q1: 107,531 shares; 2025Q2: 107,511 shares; 2025Q3: 107,884 shares; 2025Q4: 107,913 shares 107,913 $36.2M 1.6% +29 Timeline IPAC 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: 310,080 shares; 2024Q4: 313,266 shares; 2025Q1: 314,640 shares; 2025Q2: 352,399 shares; 2025Q3: 350,108 shares; 2025Q4: 342,376 shares 342,376 $25.1M 1.11% -7,732 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 347,803 shares; 2024Q4: 351,917 shares; 2025Q1: 349,399 shares; 2025Q2: 361,485 shares; 2025Q3: 354,833 shares; 2025Q4: 348,563 shares 348,563 $24.7M 1.09% -6,270 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 329,420 shares; 2024Q4: 370,910 shares; 2025Q1: 341,633 shares; 2025Q2: 334,688 shares; 2025Q3: 337,381 shares; 2025Q4: 321,815 shares 321,815 $23.8M 1.05% -15,566 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: 324,478 shares; 2024Q4: 320,733 shares; 2025Q1: 319,163 shares; 2025Q2: 347,215 shares; 2025Q3: 340,738 shares; 2025Q4: 335,953 shares 335,953 $22.6M 1% -4,785 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: 168,640 shares; 2024Q4: 167,716 shares; 2025Q1: 174,030 shares; 2025Q2: 179,722 shares; 2025Q3: 178,266 shares; 2025Q4: 178,709 shares 178,709 $21.5M 0.95% +443 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: 292,044 shares; 2024Q4: 291,038 shares; 2025Q1: 302,188 shares; 2025Q2: 293,179 shares; 2025Q3: 287,779 shares; 2025Q4: 289,301 shares 289,301 $19.1M 0.84% +1,522 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 251,981 shares; 2024Q4: 251,263 shares; 2025Q1: 230,680 shares; 2025Q2: 218,929 shares; 2025Q3: 220,249 shares; 2025Q4: 227,283 shares 227,283 $17.7M 0.78% +7,034 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 147,786 shares; 2024Q4: 149,706 shares; 2025Q1: 148,800 shares; 2025Q2: 148,447 shares; 2025Q3: 148,091 shares; 2025Q4: 148,117 shares 148,117 $17.2M 0.76% +26 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: 84,330 shares; 2024Q4: 83,555 shares; 2025Q1: 84,751 shares; 2025Q2: 87,296 shares; 2025Q3: 87,783 shares; 2025Q4: 90,782 shares 90,782 $16.9M 0.75% +2,999 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: 86,490 shares; 2024Q4: 84,517 shares; 2025Q1: 80,214 shares; 2025Q2: 79,656 shares; 2025Q3: 79,482 shares; 2025Q4: 80,120 shares 80,120 $16.6M 0.73% +638 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: 21 shares; 2024Q4: 21 shares; 2025Q1: 21 shares; 2025Q2: 22 shares; 2025Q3: 22 shares; 2025Q4: 22 shares 22 $15.9M 0.7% 0 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: 50,721 shares; 2024Q4: 85,124 shares; 2025Q1: 84,620 shares; 2025Q2: 85,765 shares; 2025Q3: 96,390 shares; 2025Q4: 102,135 shares 102,135 $15.2M 0.67% +5,745 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: 151,019 shares; 2024Q4: 162,105 shares; 2025Q1: 157,571 shares; 2025Q2: 143,720 shares; 2025Q3: 138,701 shares; 2025Q4: 132,745 shares 132,745 $14.6M 0.65% -5,956 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 208,165 shares; 2024Q4: 227,276 shares; 2025Q1: 227,716 shares; 2025Q2: 218,242 shares; 2025Q3: 274,443 shares; 2025Q4: 288,336 shares 288,336 $14.5M 0.64% +13,893 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: 27,232 shares; 2024Q4: 27,337 shares; 2025Q1: 27,294 shares; 2025Q2: 28,143 shares; 2025Q3: 27,781 shares; 2025Q4: 27,720 shares 27,720 $14M 0.62% -61 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: 24,209 shares; 2024Q4: 23,819 shares; 2025Q1: 34,182 shares; 2025Q2: 45,338 shares; 2025Q3: 44,607 shares; 2025Q4: 44,339 shares 44,339 $14M 0.62% -268 Timeline SPSB 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: 511,777 shares; 2024Q4: 502,007 shares; 2025Q1: 481,824 shares; 2025Q2: 453,770 shares; 2025Q3: 456,959 shares; 2025Q4: 459,438 shares 459,438 $13.9M 0.61% +2,479 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,825 shares; 2024Q4: 43,309 shares; 2025Q1: 43,581 shares; 2025Q2: 45,198 shares; 2025Q3: 44,730 shares; 2025Q4: 44,172 shares 44,172 $13.8M 0.61% -558 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: 45,240 shares; 2024Q4: 45,340 shares; 2025Q1: 45,009 shares; 2025Q2: 44,652 shares; 2025Q3: 43,694 shares; 2025Q4: 43,415 shares 43,415 $13.6M 0.6% -279 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: 65,098 shares; 2024Q4: 65,038 shares; 2025Q1: 64,988 shares; 2025Q2: 64,988 shares; 2025Q3: 65,679 shares; 2025Q4: 65,539 shares 65,539 $12.8M 0.56% -140 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 265,848 shares; 2024Q4: 261,488 shares; 2025Q1: 255,174 shares; 2025Q2: 237,262 shares; 2025Q3: 234,949 shares; 2025Q4: 237,355 shares 237,355 $12.6M 0.56% +2,406 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: 52,523 shares; 2024Q4: 52,309 shares; 2025Q1: 52,421 shares; 2025Q2: 51,870 shares; 2025Q3: 51,864 shares; 2025Q4: 52,450 shares 52,450 $12.1M 0.54% +586 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: 48,060 shares; 2024Q4: 47,986 shares; 2025Q1: 47,905 shares; 2025Q2: 46,877 shares; 2025Q3: 45,917 shares; 2025Q4: 45,151 shares 45,151 $11.1M 0.49% -766 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,253 shares; 2024Q4: 63,717 shares; 2025Q1: 69,698 shares; 2025Q2: 71,836 shares; 2025Q3: 87,574 shares; 2025Q4: 97,830 shares 97,830 $10.4M 0.46% +10,256 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,253 shares; 2024Q4: 9,228 shares; 2025Q1: 9,134 shares; 2025Q2: 9,134 shares; 2025Q3: 9,131 shares; 2025Q4: 9,432 shares 9,432 $10.1M 0.45% +301 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: 116,777 shares; 2024Q4: 90,986 shares; 2025Q1: 92,416 shares; 2025Q2: 91,543 shares; 2025Q3: 90,312 shares; 2025Q4: 91,910 shares 91,910 $9.66M 0.43% +1,598 Timeline IXUS 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: 50,422 shares; 2024Q4: 85,491 shares; 2025Q1: 87,436 shares; 2025Q2: 94,212 shares; 2025Q3: 104,815 shares; 2025Q4: 111,572 shares 111,572 $9.44M 0.42% +6,757 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: 75,530 shares; 2024Q4: 75,367 shares; 2025Q1: 74,781 shares; 2025Q2: 74,245 shares; 2025Q3: 72,960 shares; 2025Q4: 77,176 shares 77,176 $9.28M 0.41% +4,216 Timeline CHDN CHURCHILL DOWNS INC More: the full row for CHURCHILL DOWNS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,636 shares; 2024Q4: 81,636 shares; 2025Q1: 81,636 shares; 2025Q2: 81,636 shares; 2025Q3: 81,272 shares; 2025Q4: 81,272 shares 81,272 $9.25M 0.41% 0 Timeline HDV 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: 74,698 shares; 2024Q4: 69,246 shares; 2025Q1: 65,926 shares; 2025Q2: 67,473 shares; 2025Q3: 67,033 shares; 2025Q4: 75,721 shares 75,721 $9.21M 0.41% +8,688 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: 64,708 shares; 2024Q4: 64,691 shares; 2025Q1: 64,154 shares; 2025Q2: 63,485 shares; 2025Q3: 63,456 shares; 2025Q4: 63,871 shares 63,871 $9.14M 0.4% +415 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: 27,544 shares; 2024Q4: 27,547 shares; 2025Q1: 26,887 shares; 2025Q2: 26,692 shares; 2025Q3: 26,463 shares; 2025Q4: 27,946 shares 27,946 $9.01M 0.4% +1,483 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: 32,976 shares; 2024Q4: 33,054 shares; 2025Q1: 32,776 shares; 2025Q2: 32,576 shares; 2025Q3: 31,983 shares; 2025Q4: 31,938 shares 31,938 $7.29M 0.32% -45 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: 52,766 shares; 2024Q4: 52,829 shares; 2025Q1: 52,629 shares; 2025Q2: 51,839 shares; 2025Q3: 51,650 shares; 2025Q4: 51,386 shares 51,386 $7.24M 0.32% -264 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: 10,960 shares; 2024Q4: 11,038 shares; 2025Q1: 10,969 shares; 2025Q2: 10,902 shares; 2025Q3: 10,100 shares; 2025Q4: 10,102 shares 10,102 $6.89M 0.3% +2 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: 53,887 shares; 2024Q4: 53,318 shares; 2025Q1: 47,968 shares; 2025Q2: 46,393 shares; 2025Q3: 46,001 shares; 2025Q4: 46,026 shares 46,026 $6.6M 0.29% +25 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: 22,462 shares; 2024Q4: 21,122 shares; 2025Q1: 21,122 shares; 2025Q2: 20,955 shares; 2025Q3: 20,955 shares; 2025Q4: 21,175 shares 21,175 $6.53M 0.29% +220 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: 21,678 shares; 2024Q4: 21,758 shares; 2025Q1: 21,674 shares; 2025Q2: 21,197 shares; 2025Q3: 20,963 shares; 2025Q4: 20,932 shares 20,932 $6.4M 0.28% -31 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: 15,190 shares; 2024Q4: 15,190 shares; 2025Q1: 15,008 shares; 2025Q2: 14,842 shares; 2025Q3: 15,451 shares; 2025Q4: 17,102 shares 17,102 $5.91M 0.26% +1,651 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,840 shares; 2024Q4: 60,198 shares; 2025Q1: 61,847 shares; 2025Q2: 53,184 shares; 2025Q3: 54,466 shares; 2025Q4: 54,616 shares 54,616 $5.85M 0.26% +150 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: 21,691 shares; 2024Q4: 21,784 shares; 2025Q1: 21,634 shares; 2025Q2: 21,634 shares; 2025Q3: 22,400 shares; 2025Q4: 22,419 shares 22,419 $5.76M 0.25% +19 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: 18,929 shares; 2024Q4: 18,829 shares; 2025Q1: 18,829 shares; 2025Q2: 18,779 shares; 2025Q3: 18,596 shares; 2025Q4: 19,257 shares 19,257 $5.71M 0.25% +661 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: 94,764 shares; 2024Q4: 94,831 shares; 2025Q1: 94,650 shares; 2025Q2: 93,226 shares; 2025Q3: 89,076 shares; 2025Q4: 88,520 shares 88,520 $5.53M 0.24% -556 Timeline SQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 77,360 shares 77,360 $5.3M 0.23% new 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: 50,583 shares; 2024Q4: 151,749 shares; 2025Q1: 160,910 shares; 2025Q2: 186,259 shares; 2025Q3: 186,972 shares; 2025Q4: 182,941 shares 182,941 $5.02M 0.22% -4,031 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: 20,982 shares; 2024Q4: 21,002 shares; 2025Q1: 20,423 shares; 2025Q2: 20,225 shares; 2025Q3: 19,974 shares; 2025Q4: 24,097 shares 24,097 $5.01M 0.22% +4,123 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: 51,514 shares; 2024Q4: 48,022 shares; 2025Q1: 47,962 shares; 2025Q2: 44,769 shares; 2025Q3: 44,703 shares; 2025Q4: 35,394 shares 35,394 $4.93M 0.22% -9,309 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: 16,078 shares; 2024Q4: 15,967 shares; 2025Q1: 15,967 shares; 2025Q2: 15,967 shares; 2025Q3: 16,267 shares; 2025Q4: 16,786 shares 16,786 $4.85M 0.21% +519 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: 14,559 shares; 2024Q4: 14,639 shares; 2025Q1: 14,445 shares; 2025Q2: 14,365 shares; 2025Q3: 14,154 shares; 2025Q4: 13,727 shares 13,727 $4.82M 0.21% -427 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: 42,621 shares; 2024Q4: 41,265 shares; 2025Q1: 39,273 shares; 2025Q2: 38,395 shares; 2025Q3: 37,461 shares; 2025Q4: 42,410 shares 42,410 $4.72M 0.21% +4,949 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: 40,026 shares; 2024Q4: 40,229 shares; 2025Q1: 39,814 shares; 2025Q2: 38,822 shares; 2025Q3: 38,541 shares; 2025Q4: 37,984 shares 37,984 $4.68M 0.21% -557 Timeline SOXS Direxion Daily Semiconductors Bea… More: the full row for Direxion Daily Semiconductors Bear 3x Shares Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 295,280 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,494,700 shares 1,494,700 $4.68M 0.21% new 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: 6,048 shares; 2024Q4: 6,291 shares; 2025Q1: 5,973 shares; 2025Q2: 5,960 shares; 2025Q3: 6,100 shares; 2025Q4: 7,969 shares 7,969 $4.62M 0.2% +1,869 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: 21,885 shares; 2024Q4: 22,076 shares; 2025Q1: 21,770 shares; 2025Q2: 21,770 shares; 2025Q3: 20,859 shares; 2025Q4: 20,859 shares 20,859 $4.43M 0.2% 0 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: 18,913 shares; 2024Q4: 18,821 shares; 2025Q1: 18,401 shares; 2025Q2: 18,401 shares; 2025Q3: 18,399 shares; 2025Q4: 18,559 shares 18,559 $4.29M 0.19% +160 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: 7,683 shares; 2024Q4: 7,993 shares; 2025Q1: 7,443 shares; 2025Q2: 7,287 shares; 2025Q3: 7,038 shares; 2025Q4: 7,066 shares 7,066 $4.03M 0.18% +28 Timeline WOR WORTHINGTON ENTERPRISES INC More: the full row for WORTHINGTON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,116 shares; 2024Q4: 76,116 shares; 2025Q1: 76,116 shares; 2025Q2: 76,116 shares; 2025Q3: 76,116 shares; 2025Q4: 76,116 shares 76,116 $3.92M 0.17% 0 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: 11,133 shares; 2024Q4: 11,122 shares; 2025Q1: 10,776 shares; 2025Q2: 10,772 shares; 2025Q3: 10,493 shares; 2025Q4: 10,489 shares 10,489 $3.88M 0.17% -4 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: 5,518 shares; 2024Q4: 5,516 shares; 2025Q1: 5,826 shares; 2025Q2: 5,829 shares; 2025Q3: 5,814 shares; 2025Q4: 5,816 shares 5,816 $3.85M 0.17% +2 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,195 shares; 2024Q4: 56,195 shares; 2025Q1: 56,195 shares; 2025Q2: 56,195 shares; 2025Q3: 56,195 shares; 2025Q4: 56,195 shares 56,195 $3.84M 0.17% 0 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,968 shares; 2024Q4: 30,968 shares; 2025Q1: 31,001 shares; 2025Q2: 30,573 shares; 2025Q3: 30,509 shares; 2025Q4: 30,407 shares 30,407 $3.81M 0.17% -102 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,955 shares; 2024Q4: 36,253 shares; 2025Q1: 36,253 shares; 2025Q2: 38,118 shares; 2025Q3: 41,347 shares; 2025Q4: 63,277 shares 63,277 $3.79M 0.17% +21,930 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: 10,313 shares; 2024Q4: 8,782 shares; 2025Q1: 7,483 shares; 2025Q2: 6,340 shares; 2025Q3: 7,584 shares; 2025Q4: 7,398 shares 7,398 $3.61M 0.16% -186 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: 5,600 shares; 2024Q4: 5,598 shares; 2025Q1: 5,504 shares; 2025Q2: 5,465 shares; 2025Q3: 5,465 shares; 2025Q4: 5,473 shares 5,473 $3.58M 0.16% +8 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 124,382 shares; 2024Q4: 121,931 shares; 2025Q1: 121,508 shares; 2025Q2: 121,416 shares; 2025Q3: 121,362 shares; 2025Q4: 34,285 shares 34,285 $3.52M 0.16% -87,077 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: 18,521 shares; 2024Q4: 18,419 shares; 2025Q1: 17,798 shares; 2025Q2: 17,798 shares; 2025Q3: 20,583 shares; 2025Q4: 23,007 shares 23,007 $3.51M 0.16% +2,424 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: 14,076 shares; 2024Q4: 14,627 shares; 2025Q1: 14,237 shares; 2025Q2: 13,929 shares; 2025Q3: 13,571 shares; 2025Q4: 13,387 shares 13,387 $3.44M 0.15% -184 Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,646 shares; 2024Q4: 134,738 shares; 2025Q1: 132,669 shares; 2025Q2: 81,131 shares; 2025Q3: 71,365 shares; 2025Q4: 70,927 shares 70,927 $3.4M 0.15% -438 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: 62,388 shares; 2024Q4: 61,295 shares; 2025Q1: 60,470 shares; 2025Q2: 59,642 shares; 2025Q3: 59,911 shares; 2025Q4: 59,785 shares 59,785 $3.27M 0.14% -126 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: 9,213 shares; 2024Q4: 9,213 shares; 2025Q1: 9,198 shares; 2025Q2: 9,136 shares; 2025Q3: 9,244 shares; 2025Q4: 9,240 shares 9,240 $3.17M 0.14% -4 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: 40,062 shares; 2024Q4: 39,800 shares; 2025Q1: 39,102 shares; 2025Q2: 39,102 shares; 2025Q3: 38,600 shares; 2025Q4: 39,471 shares 39,471 $3.17M 0.14% +871 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,112 shares; 2024Q4: 4,112 shares; 2025Q1: 4,252 shares; 2025Q2: 4,252 shares; 2025Q3: 4,452 shares; 2025Q4: 5,463 shares 5,463 $3.13M 0.14% +1,011 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,360 shares; 2025Q1: 15,664 shares; 2025Q2: 16,126 shares; 2025Q3: 16,176 shares; 2025Q4: 15,890 shares 15,890 $2.72M 0.12% -286 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: 33,011 shares; 2024Q4: 33,016 shares; 2025Q1: 32,569 shares; 2025Q2: 32,569 shares; 2025Q3: 32,427 shares; 2025Q4: 32,179 shares 32,179 $2.67M 0.12% -248 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 85,253 shares; 2025Q3: 82,746 shares; 2025Q4: 81,657 shares 81,657 $2.66M 0.12% -1,089 Timeline WS WORTHINGTON STL INC More: the full row for WORTHINGTON STL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,116 shares; 2024Q4: 76,116 shares; 2025Q1: 76,116 shares; 2025Q2: 76,116 shares; 2025Q3: 76,116 shares; 2025Q4: 76,116 shares 76,116 $2.63M 0.12% 0 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: 33,664 shares; 2024Q4: 34,814 shares; 2025Q1: 34,509 shares; 2025Q2: 34,549 shares; 2025Q3: 33,549 shares; 2025Q4: 33,666 shares 33,666 $2.6M 0.11% +117 Timeline ISTB 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: 54,327 shares; 2024Q4: 54,327 shares; 2025Q1: 54,327 shares; 2025Q2: 54,327 shares; 2025Q3: 54,327 shares; 2025Q4: 49,789 shares 49,789 $2.43M 0.11% -4,538 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: 5,738 shares; 2024Q4: 5,568 shares; 2025Q1: 5,518 shares; 2025Q2: 6,777 shares; 2025Q3: 7,006 shares; 2025Q4: 7,543 shares 7,543 $2.29M 0.1% +537 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: 4,866 shares; 2024Q4: 4,866 shares; 2025Q1: 4,859 shares; 2025Q2: 4,859 shares; 2025Q3: 4,726 shares; 2025Q4: 4,747 shares 4,747 $2.21M 0.1% +21 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: 38,392 shares; 2024Q4: 38,392 shares; 2025Q1: 36,924 shares; 2025Q2: 36,947 shares; 2025Q3: 38,384 shares; 2025Q4: 40,093 shares 40,093 $2.21M 0.1% +1,709 Timeline ETHE GRAYSCALE ETHEREUM STAKING E More: the full row for GRAYSCALE ETHEREUM STAKING E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97,200 shares; 2024Q4: 97,200 shares; 2025Q1: 90,250 shares; 2025Q2: 90,250 shares; 2025Q3: 90,250 shares; 2025Q4: 90,250 shares 90,250 $2.2M 0.1% 0 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: 5,778 shares; 2024Q4: 5,778 shares; 2025Q1: 5,778 shares; 2025Q2: 5,778 shares; 2025Q3: 5,778 shares; 2025Q4: 5,771 shares 5,771 $2.15M 0.1% -7 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,268 shares; 2024Q4: 10,133 shares; 2025Q1: 10,307 shares; 2025Q2: 10,280 shares; 2025Q3: 9,978 shares; 2025Q4: 9,995 shares 9,995 $2.11M 0.09% +17 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: 10,908 shares; 2024Q4: 10,899 shares; 2025Q1: 10,614 shares; 2025Q2: 10,597 shares; 2025Q3: 10,480 shares; 2025Q4: 10,646 shares 10,646 $2.08M 0.09% +166 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: 19,602 shares; 2024Q4: 21,489 shares; 2025Q1: 21,483 shares; 2025Q2: 22,872 shares; 2025Q3: 22,982 shares; 2025Q4: 22,765 shares 22,765 $2.02M 0.09% -217 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: 21,176 shares; 2024Q4: 21,368 shares; 2025Q1: 21,368 shares; 2025Q2: 21,274 shares; 2025Q3: 20,860 shares; 2025Q4: 20,860 shares 20,860 $2M 0.09% 0 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: 12,615 shares; 2024Q4: 12,525 shares; 2025Q1: 12,094 shares; 2025Q2: 11,931 shares; 2025Q3: 11,751 shares; 2025Q4: 12,322 shares 12,322 $1.98M 0.09% +571 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,710 shares; 2024Q4: 4,268 shares; 2025Q1: 4,093 shares; 2025Q2: 4,082 shares; 2025Q3: 4,076 shares; 2025Q4: 4,067 shares 4,067 $1.96M 0.09% -9 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: 5,390 shares; 2024Q4: 5,390 shares; 2025Q1: 5,390 shares; 2025Q2: 5,390 shares; 2025Q3: 5,390 shares; 2025Q4: 6,018 shares 6,018 $1.92M 0.08% +628 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,018 shares; 2024Q4: 8,327 shares; 2025Q1: 7,918 shares; 2025Q2: 7,785 shares; 2025Q3: 7,614 shares; 2025Q4: 7,522 shares 7,522 $1.81M 0.08% -92 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,422 shares; 2024Q4: 30,604 shares; 2025Q1: 26,004 shares; 2025Q2: 26,442 shares; 2025Q3: 24,756 shares; 2025Q4: 24,771 shares 24,771 $1.81M 0.08% +15 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,640 shares; 2024Q4: 9,590 shares; 2025Q1: 9,288 shares; 2025Q2: 9,288 shares; 2025Q3: 9,688 shares; 2025Q4: 9,760 shares 9,760 $1.79M 0.08% +72 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: 15,639 shares; 2024Q4: 15,273 shares; 2025Q1: 15,301 shares; 2025Q2: 15,251 shares; 2025Q3: 14,515 shares; 2025Q4: 14,392 shares 14,392 $1.74M 0.08% -123 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: 2,041 shares; 2024Q4: 2,027 shares; 2025Q1: 2,027 shares; 2025Q2: 2,026 shares; 2025Q3: 1,995 shares; 2025Q4: 1,998 shares 1,998 $1.73M 0.08% +3 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: 73,600 shares; 2024Q4: 72,980 shares; 2025Q1: 70,490 shares; 2025Q2: 62,358 shares; 2025Q3: 65,698 shares; 2025Q4: 68,677 shares 68,677 $1.71M 0.08% +2,979 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: 11,582 shares; 2024Q4: 11,332 shares; 2025Q1: 11,282 shares; 2025Q2: 10,899 shares; 2025Q3: 10,608 shares; 2025Q4: 10,582 shares 10,582 $1.69M 0.07% -26 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: 4,868 shares; 2024Q4: 5,068 shares; 2025Q1: 4,503 shares; 2025Q2: 4,353 shares; 2025Q3: 3,982 shares; 2025Q4: 3,952 shares 3,952 $1.68M 0.07% -30 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: 6,852 shares; 2024Q4: 6,814 shares; 2025Q1: 6,791 shares; 2025Q2: 6,751 shares; 2025Q3: 6,741 shares; 2025Q4: 6,741 shares 6,741 $1.66M 0.07% 0 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,869 shares; 2024Q4: 17,541 shares; 2025Q1: 16,461 shares; 2025Q2: 15,311 shares; 2025Q3: 14,701 shares; 2025Q4: 14,608 shares 14,608 $1.66M 0.07% -93 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: 7,215 shares; 2024Q4: 7,146 shares; 2025Q1: 7,051 shares; 2025Q2: 7,076 shares; 2025Q3: 7,626 shares; 2025Q4: 7,681 shares 7,681 $1.64M 0.07% +55 Timeline WSBC WESBANCO INC More: the full row for WESBANCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,152 shares; 2024Q4: 49,152 shares; 2025Q1: 49,152 shares; 2025Q2: 49,152 shares; 2025Q3: 49,152 shares; 2025Q4: 49,152 shares 49,152 $1.63M 0.07% 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: 9,655 shares; 2024Q4: 9,845 shares; 2025Q1: 9,045 shares; 2025Q2: 9,044 shares; 2025Q3: 9,054 shares; 2025Q4: 9,054 shares 9,054 $1.57M 0.07% 0 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,439 shares; 2024Q4: 10,659 shares; 2025Q1: 11,020 shares; 2025Q2: 10,349 shares; 2025Q3: 9,656 shares; 2025Q4: 9,656 shares 9,656 $1.56M 0.07% 0 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: 76,362 shares; 2024Q4: 76,364 shares; 2025Q1: 76,364 shares; 2025Q2: 76,364 shares; 2025Q3: 76,364 shares; 2025Q4: 89,638 shares 89,638 $1.55M 0.07% +13,274 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: 40,296 shares; 2024Q4: 40,236 shares; 2025Q1: 40,746 shares; 2025Q2: 40,746 shares; 2025Q3: 42,191 shares; 2025Q4: 42,270 shares 42,270 $1.53M 0.07% +79 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: 38,699 shares; 2024Q4: 37,989 shares; 2025Q1: 37,213 shares; 2025Q2: 36,453 shares; 2025Q3: 36,862 shares; 2025Q4: 37,003 shares 37,003 $1.51M 0.07% +141 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,233 shares; 2024Q4: 9,374 shares; 2025Q1: 9,124 shares; 2025Q2: 8,754 shares; 2025Q3: 8,192 shares; 2025Q4: 8,192 shares 8,192 $1.49M 0.07% 0 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,871 shares; 2024Q4: 23,108 shares; 2025Q1: 25,495 shares; 2025Q2: 19,579 shares; 2025Q3: 23,123 shares; 2025Q4: 19,666 shares 19,666 $1.48M 0.07% -3,457 Timeline EIS 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: 13,571 shares; 2024Q4: 13,571 shares; 2025Q1: 13,229 shares; 2025Q2: 13,229 shares; 2025Q3: 13,229 shares; 2025Q4: 13,229 shares 13,229 $1.46M 0.06% 0 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: 5,562 shares; 2024Q4: 5,602 shares; 2025Q1: 5,542 shares; 2025Q2: 5,726 shares; 2025Q3: 5,962 shares; 2025Q4: 5,319 shares 5,319 $1.43M 0.06% -643 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,618 shares; 2025Q1: 6,618 shares; 2025Q2: 6,349 shares; 2025Q3: 6,172 shares; 2025Q4: 6,170 shares 6,170 $1.41M 0.06% -2 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,107 shares; 2024Q4: 9,332 shares; 2025Q1: 7,557 shares; 2025Q2: 7,557 shares; 2025Q3: 7,557 shares; 2025Q4: 7,278 shares 7,278 $1.34M 0.06% -279 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: 11,206 shares; 2024Q4: 11,201 shares; 2025Q1: 11,201 shares; 2025Q2: 11,163 shares; 2025Q3: 10,417 shares; 2025Q4: 9,973 shares 9,973 $1.32M 0.06% -444 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: 20,005 shares; 2024Q4: 19,040 shares; 2025Q1: 18,389 shares; 2025Q2: 18,239 shares; 2025Q3: 18,462 shares; 2025Q4: 18,822 shares 18,822 $1.31M 0.06% +360 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: 2,542 shares; 2024Q4: 2,542 shares; 2025Q1: 2,542 shares; 2025Q2: 2,542 shares; 2025Q3: 2,542 shares; 2025Q4: 2,551 shares 2,551 $1.3M 0.06% +9 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,500 shares; 2024Q4: 5,382 shares; 2025Q1: 5,435 shares; 2025Q2: 4,956 shares; 2025Q3: 4,095 shares; 2025Q4: 3,901 shares 3,901 $1.29M 0.06% -194 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,766 shares; 2024Q4: 9,766 shares; 2025Q1: 9,766 shares; 2025Q2: 9,766 shares; 2025Q3: 9,766 shares; 2025Q4: 9,766 shares 9,766 $1.27M 0.06% 0 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,816 shares; 2024Q4: 23,816 shares; 2025Q1: 23,389 shares; 2025Q2: 23,389 shares; 2025Q3: 23,184 shares; 2025Q4: 23,162 shares 23,162 $1.25M 0.06% -22 Timeline SJNK 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: 49,036 shares; 2024Q4: 49,036 shares; 2025Q1: 49,036 shares; 2025Q2: 49,036 shares; 2025Q3: 49,036 shares; 2025Q4: 49,036 shares 49,036 $1.24M 0.05% 0 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,703 shares; 2024Q4: 6,703 shares; 2025Q1: 6,679 shares; 2025Q2: 6,619 shares; 2025Q3: 6,619 shares; 2025Q4: 6,619 shares 6,619 $1.23M 0.05% 0 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,280 shares; 2024Q4: 1,280 shares; 2025Q1: 1,458 shares; 2025Q2: 1,449 shares; 2025Q3: 1,449 shares; 2025Q4: 1,396 shares 1,396 $1.23M 0.05% -53 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,663 shares; 2024Q4: 2,663 shares; 2025Q1: 2,663 shares; 2025Q2: 2,594 shares; 2025Q3: 2,594 shares; 2025Q4: 2,594 shares 2,594 $1.23M 0.05% 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: 2,830 shares; 2024Q4: 2,820 shares; 2025Q1: 2,776 shares; 2025Q2: 2,626 shares; 2025Q3: 2,626 shares; 2025Q4: 2,718 shares 2,718 $1.22M 0.05% +92 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: 2,832 shares; 2024Q4: 2,832 shares; 2025Q1: 2,567 shares; 2025Q2: 3,205 shares; 2025Q3: 3,462 shares; 2025Q4: 3,463 shares 3,463 $1.21M 0.05% +1 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,919 shares; 2024Q4: 12,919 shares; 2025Q1: 12,919 shares; 2025Q2: 12,920 shares; 2025Q3: 12,920 shares; 2025Q4: 13,388 shares 13,388 $1.2M 0.05% +468 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: 6,560 shares; 2024Q4: 6,560 shares; 2025Q1: 6,560 shares; 2025Q2: 6,560 shares; 2025Q3: 6,328 shares; 2025Q4: 6,198 shares 6,198 $1.18M 0.05% -130 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: 9,729 shares; 2024Q4: 9,729 shares; 2025Q1: 24,442 shares; 2025Q2: 24,742 shares; 2025Q3: 24,742 shares; 2025Q4: 24,805 shares 24,805 $1.17M 0.05% +63 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,762 shares; 2024Q4: 5,524 shares; 2025Q1: 5,524 shares; 2025Q2: 5,524 shares; 2025Q3: 6,150 shares; 2025Q4: 6,150 shares 6,150 $1.13M 0.05% 0 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: 582 shares; 2024Q4: 582 shares; 2025Q1: 532 shares; 2025Q2: 527 shares; 2025Q3: 527 shares; 2025Q4: 527 shares 527 $1.13M 0.05% 0 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,709 shares; 2024Q4: 3,748 shares; 2025Q1: 3,748 shares; 2025Q2: 3,703 shares; 2025Q3: 3,703 shares; 2025Q4: 3,875 shares 3,875 $1.12M 0.05% +172 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: 19,911 shares; 2024Q4: 19,669 shares; 2025Q1: 18,943 shares; 2025Q2: 18,428 shares; 2025Q3: 17,858 shares; 2025Q4: 17,508 shares 17,508 $1.12M 0.05% -350 Timeline VOE 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: 6,974 shares; 2024Q4: 6,680 shares; 2025Q1: 6,322 shares; 2025Q2: 6,322 shares; 2025Q3: 6,200 shares; 2025Q4: 6,200 shares 6,200 $1.1M 0.05% 0 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: 3,668 shares; 2024Q4: 3,788 shares; 2025Q1: 3,640 shares; 2025Q2: 3,604 shares; 2025Q3: 3,382 shares; 2025Q4: 3,382 shares 3,382 $1.1M 0.05% 0 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,571 shares; 2024Q4: 11,543 shares; 2025Q1: 11,388 shares; 2025Q2: 11,347 shares; 2025Q3: 11,072 shares; 2025Q4: 10,891 shares 10,891 $1.1M 0.05% -181 Timeline EZU 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: 21,469 shares; 2024Q4: 20,536 shares; 2025Q1: 20,435 shares; 2025Q2: 20,159 shares; 2025Q3: 17,040 shares; 2025Q4: 16,980 shares 16,980 $1.09M 0.05% -60 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: 7,874 shares; 2024Q4: 7,890 shares; 2025Q1: 7,583 shares; 2025Q2: 7,449 shares; 2025Q3: 7,086 shares; 2025Q4: 6,994 shares 6,994 $1.07M 0.05% -92 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,564 shares; 2024Q4: 9,564 shares; 2025Q1: 9,006 shares; 2025Q2: 9,006 shares; 2025Q3: 8,486 shares; 2025Q4: 8,879 shares 8,879 $1.06M 0.05% +393 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,008 shares; 2024Q4: 851 shares; 2025Q1: 851 shares; 2025Q2: 851 shares; 2025Q3: 851 shares; 2025Q4: 830 shares 830 $1.01M 0.04% -21 Timeline ONB OLD NATL BANCORP IND More: the full row for OLD NATL BANCORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,129 shares; 2024Q4: 45,129 shares; 2025Q1: 45,129 shares; 2025Q2: 45,129 shares; 2025Q3: 45,129 shares; 2025Q4: 45,129 shares 45,129 $1.01M 0.04% 0 Timeline BEDY BNY MELLON ETF TRUST II More: the full row for BNY MELLON ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 37,429 shares 37,429 $996K 0.04% new 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: 17,223 shares; 2024Q4: 17,223 shares; 2025Q1: 16,376 shares; 2025Q2: 15,976 shares; 2025Q3: 15,478 shares; 2025Q4: 18,319 shares 18,319 $990K 0.04% +2,841 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: 10,084 shares; 2024Q4: 10,084 shares; 2025Q1: 10,084 shares; 2025Q2: 9,584 shares; 2025Q3: 9,089 shares; 2025Q4: 12,474 shares 12,474 $987K 0.04% +3,385 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,484 shares; 2024Q4: 1,479 shares; 2025Q1: 1,470 shares; 2025Q2: 1,470 shares; 2025Q3: 1,470 shares; 2025Q4: 1,466 shares 1,466 $972K 0.04% -4 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: 4,124 shares; 2024Q4: 4,015 shares; 2025Q1: 3,906 shares; 2025Q2: 3,814 shares; 2025Q3: 3,715 shares; 2025Q4: 3,437 shares 3,437 $962K 0.04% -278 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: 864 shares; 2024Q4: 904 shares; 2025Q1: 914 shares; 2025Q2: 890 shares; 2025Q3: 884 shares; 2025Q4: 894 shares 894 $952K 0.04% +10 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,721 shares; 2024Q4: 10,721 shares; 2025Q1: 10,721 shares; 2025Q2: 10,721 shares; 2025Q3: 10,721 shares; 2025Q4: 10,721 shares 10,721 $932K 0.04% 0 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,740 shares; 2024Q4: 11,557 shares; 2025Q1: 11,557 shares; 2025Q2: 10,157 shares; 2025Q3: 10,157 shares; 2025Q4: 10,059 shares 10,059 $918K 0.04% -98 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,887 shares; 2024Q4: 16,887 shares; 2025Q1: 12,719 shares; 2025Q2: 12,720 shares; 2025Q3: 12,719 shares; 2025Q4: 13,155 shares 13,155 $912K 0.04% +436 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 662 shares; 2024Q4: 662 shares; 2025Q1: 662 shares; 2025Q2: 9,930 shares; 2025Q3: 9,930 shares; 2025Q4: 9,930 shares 9,930 $905K 0.04% 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: 4,493 shares; 2024Q4: 4,493 shares; 2025Q1: 4,451 shares; 2025Q2: 4,223 shares; 2025Q3: 4,223 shares; 2025Q4: 4,620 shares 4,620 $887K 0.04% +397 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: 5,854 shares; 2024Q4: 5,554 shares; 2025Q1: 5,254 shares; 2025Q2: 5,254 shares; 2025Q3: 6,213 shares; 2025Q4: 9,459 shares 9,459 $882K 0.04% +3,246 Timeline VCIT 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: not reported; 2024Q4: not reported; 2025Q1: 14,400 shares; 2025Q2: 7,517 shares; 2025Q3: 10,517 shares; 2025Q4: 10,517 shares 10,517 $881K 0.04% 0 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,852 shares; 2024Q4: 5,734 shares; 2025Q1: 5,228 shares; 2025Q2: 4,930 shares; 2025Q3: 4,298 shares; 2025Q4: 4,298 shares 4,298 $879K 0.04% 0 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,432 shares; 2024Q4: 4,382 shares; 2025Q1: 4,417 shares; 2025Q2: 4,178 shares; 2025Q3: 3,982 shares; 2025Q4: 3,982 shares 3,982 $845K 0.04% 0 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,729 shares; 2024Q4: 1,728 shares; 2025Q1: 1,728 shares; 2025Q2: 1,728 shares; 2025Q3: 1,715 shares; 2025Q4: 1,715 shares 1,715 $841K 0.04% 0 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: 4,524 shares; 2024Q4: 4,524 shares; 2025Q1: 4,524 shares; 2025Q2: 4,524 shares; 2025Q3: 4,524 shares; 2025Q4: 4,668 shares 4,668 $831K 0.04% +144 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: 506 shares; 2024Q4: 506 shares; 2025Q1: 502 shares; 2025Q2: 502 shares; 2025Q3: 837 shares; 2025Q4: 8,720 shares 8,720 $824K 0.04% +7,883 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: 7,342 shares; 2024Q4: 6,723 shares; 2025Q1: 6,633 shares; 2025Q2: 2,883 shares; 2025Q3: 2,729 shares; 2025Q4: 2,832 shares 2,832 $814K 0.04% +103 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: 2,392 shares; 2024Q4: 2,371 shares; 2025Q1: 2,145 shares; 2025Q2: 2,060 shares; 2025Q3: 1,906 shares; 2025Q4: 1,911 shares 1,911 $805K 0.04% +5 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,190 shares; 2024Q4: 5,190 shares; 2025Q1: 5,165 shares; 2025Q2: 5,165 shares; 2025Q3: 5,165 shares; 2025Q4: 5,165 shares 5,165 $794K 0.04% 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: 3,685 shares; 2024Q4: 3,652 shares; 2025Q1: 3,652 shares; 2025Q2: 3,652 shares; 2025Q3: 3,652 shares; 2025Q4: 3,591 shares 3,591 $789K 0.03% -61 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: 909 shares; 2024Q4: 909 shares; 2025Q1: 893 shares; 2025Q2: 873 shares; 2025Q3: 873 shares; 2025Q4: 887 shares 887 $782K 0.03% +14 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,193 shares; 2024Q4: 1,879 shares; 2025Q1: 2,170 shares; 2025Q2: 2,170 shares; 2025Q3: 2,170 shares; 2025Q4: 1,970 shares 1,970 $781K 0.03% -200 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: 4,559 shares; 2024Q4: 3,934 shares; 2025Q1: 3,920 shares; 2025Q2: 3,810 shares; 2025Q3: 4,491 shares; 2025Q4: 4,559 shares 4,559 $778K 0.03% +68 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,674 shares; 2024Q4: 9,674 shares; 2025Q1: 9,674 shares; 2025Q2: 9,674 shares; 2025Q3: 9,674 shares; 2025Q4: 10,524 shares 10,524 $775K 0.03% +850 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,662 shares; 2024Q4: 14,749 shares; 2025Q1: 9,579 shares; 2025Q2: 9,064 shares; 2025Q3: 7,943 shares; 2025Q4: 7,686 shares 7,686 $771K 0.03% -257 Timeline VSGX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,529 shares; 2024Q4: 11,195 shares; 2025Q1: 11,225 shares; 2025Q2: 11,265 shares; 2025Q3: 10,641 shares; 2025Q4: 10,613 shares 10,613 $762K 0.03% -28 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,655 shares; 2024Q4: 28,309 shares; 2025Q1: 24,836 shares; 2025Q2: 23,388 shares; 2025Q3: 20,626 shares; 2025Q4: 20,339 shares 20,339 $751K 0.03% -287 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: 5,149 shares; 2024Q4: 5,149 shares; 2025Q1: 6,798 shares; 2025Q2: 6,798 shares; 2025Q3: 6,798 shares; 2025Q4: 7,321 shares 7,321 $731K 0.03% +523 Timeline IYY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,354 shares; 2024Q4: 4,354 shares; 2025Q1: 4,354 shares; 2025Q2: 4,354 shares; 2025Q3: 4,354 shares; 2025Q4: 4,354 shares 4,354 $722K 0.03% 0 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,220 shares; 2024Q4: 5,307 shares; 2025Q1: 5,307 shares; 2025Q2: 5,307 shares; 2025Q3: 5,248 shares; 2025Q4: 5,281 shares 5,281 $713K 0.03% +33 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,334 shares; 2024Q4: 1,334 shares; 2025Q1: 1,334 shares; 2025Q2: 2,199 shares; 2025Q3: 2,938 shares; 2025Q4: 2,935 shares 2,935 $711K 0.03% -3 Timeline ICLN 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: 37,041 shares; 2024Q4: 34,146 shares; 2025Q1: 40,396 shares; 2025Q2: 43,267 shares; 2025Q3: 43,267 shares; 2025Q4: 43,267 shares 43,267 $709K 0.03% 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: 26,426 shares; 2024Q4: 24,969 shares; 2025Q1: 24,969 shares; 2025Q2: 24,796 shares; 2025Q3: 27,436 shares; 2025Q4: 28,359 shares 28,359 $705K 0.03% +923 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,261 shares; 2024Q4: 4,200 shares; 2025Q1: 4,010 shares; 2025Q2: 4,010 shares; 2025Q3: 3,819 shares; 2025Q4: 3,965 shares 3,965 $697K 0.03% +146 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,940 shares; 2024Q4: 1,940 shares; 2025Q1: 2,040 shares; 2025Q2: 2,040 shares; 2025Q3: 1,935 shares; 2025Q4: 3,095 shares 3,095 $683K 0.03% +1,160 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: 925 shares; 2024Q4: 925 shares; 2025Q1: 917 shares; 2025Q2: 917 shares; 2025Q3: 878 shares; 2025Q4: 4,393 shares 4,393 $669K 0.03% +3,515 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,256 shares; 2024Q4: 4,256 shares; 2025Q1: 4,256 shares; 2025Q2: 4,256 shares; 2025Q3: 4,256 shares; 2025Q4: 4,256 shares 4,256 $667K 0.03% 0 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: 7,603 shares; 2024Q4: 7,116 shares; 2025Q1: 7,116 shares; 2025Q2: 7,116 shares; 2025Q3: 6,940 shares; 2025Q4: 6,940 shares 6,940 $663K 0.03% 0 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,058 shares; 2024Q4: 2,058 shares; 2025Q1: 2,058 shares; 2025Q2: 2,046 shares; 2025Q3: 2,046 shares; 2025Q4: 2,046 shares 2,046 $663K 0.03% 0 Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,269 shares; 2024Q4: 17,269 shares; 2025Q1: 17,269 shares; 2025Q2: 17,269 shares; 2025Q3: 17,269 shares; 2025Q4: 17,269 shares 17,269 $663K 0.03% 0 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,297 shares; 2024Q4: 4,622 shares; 2025Q1: 4,468 shares; 2025Q2: 4,454 shares; 2025Q3: 3,859 shares; 2025Q4: 3,700 shares 3,700 $660K 0.03% -159 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: 28,430 shares; 2024Q4: 28,430 shares; 2025Q1: 26,826 shares; 2025Q2: 25,675 shares; 2025Q3: 22,947 shares; 2025Q4: 21,929 shares 21,929 $657K 0.03% -1,018 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,946 shares; 2024Q4: 4,056 shares; 2025Q1: 3,861 shares; 2025Q2: 3,756 shares; 2025Q3: 3,350 shares; 2025Q4: 3,350 shares 3,350 $656K 0.03% 0 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: 7,002 shares; 2024Q4: 7,483 shares; 2025Q1: 7,293 shares; 2025Q2: 7,275 shares; 2025Q3: 7,255 shares; 2025Q4: 7,275 shares 7,275 $637K 0.03% +20 Timeline ERIE ERIE INDTY CO More: the full row for ERIE INDTY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,200 shares 2,200 $631K 0.03% new Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 117 shares; 2024Q4: 117 shares; 2025Q1: 117 shares; 2025Q2: 117 shares; 2025Q3: 117 shares; 2025Q4: 118 shares 118 $626K 0.03% +1 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: 2,281 shares; 2024Q4: 1,986 shares; 2025Q1: 2,053 shares; 2025Q2: 2,263 shares; 2025Q3: 2,363 shares; 2025Q4: 2,086 shares 2,086 $625K 0.03% -277 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,849 shares; 2024Q4: 9,849 shares; 2025Q1: 9,849 shares; 2025Q2: 9,849 shares; 2025Q3: 9,849 shares; 2025Q4: 13,899 shares 13,899 $623K 0.03% +4,050 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: 9,443 shares; 2024Q4: 9,443 shares; 2025Q1: 9,443 shares; 2025Q2: 9,443 shares; 2025Q3: 9,443 shares; 2025Q4: 9,443 shares 9,443 $608K 0.03% 0 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: 2,966 shares; 2024Q4: 2,974 shares; 2025Q1: 2,879 shares; 2025Q2: 2,489 shares; 2025Q3: 2,430 shares; 2025Q4: 2,277 shares 2,277 $604K 0.03% -153 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,572 shares; 2024Q4: 1,572 shares; 2025Q1: 1,520 shares; 2025Q2: 1,520 shares; 2025Q3: 1,915 shares; 2025Q4: 1,915 shares 1,915 $600K 0.03% 0 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,600 shares; 2024Q4: 10,600 shares; 2025Q1: 10,600 shares; 2025Q2: 10,600 shares; 2025Q3: 10,600 shares; 2025Q4: 10,600 shares 10,600 $600K 0.03% 0 Timeline MSA MSA SAFETY INC More: the full row for MSA SAFETY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,278 shares; 2024Q4: 4,221 shares; 2025Q1: 4,129 shares; 2025Q2: 3,946 shares; 2025Q3: 3,880 shares; 2025Q4: 3,738 shares 3,738 $599K 0.03% -142 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: 1,219 shares; 2024Q4: 1,219 shares; 2025Q1: 1,219 shares; 2025Q2: 1,219 shares; 2025Q3: 1,359 shares; 2025Q4: 984 shares 984 $591K 0.03% -375 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,190 shares; 2024Q4: 1,190 shares; 2025Q1: 2,042 shares; 2025Q2: 2,062 shares; 2025Q3: 2,063 shares; 2025Q4: 2,056 shares 2,056 $588K 0.03% -7 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,828 shares 8,828 $578K 0.03% new Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,524 shares; 2024Q4: 2,524 shares; 2025Q1: 2,556 shares; 2025Q2: 2,556 shares; 2025Q3: 2,543 shares; 2025Q4: 2,534 shares 2,534 $577K 0.03% -9 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,979 shares; 2024Q4: 23,979 shares; 2025Q1: 23,979 shares; 2025Q2: 23,979 shares; 2025Q3: 23,979 shares; 2025Q4: 24,034 shares 24,034 $577K 0.03% +55 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: 879 shares; 2024Q4: 895 shares; 2025Q1: 895 shares; 2025Q2: 895 shares; 2025Q3: 1,473 shares; 2025Q4: 2,756 shares 2,756 $572K 0.03% +1,283 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: 1,915 shares; 2024Q4: 1,915 shares; 2025Q1: 2,315 shares; 2025Q2: 2,315 shares; 2025Q3: 2,415 shares; 2025Q4: 6,440 shares 6,440 $561K 0.02% +4,025 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,888 shares; 2024Q4: 1,931 shares; 2025Q1: 1,931 shares; 2025Q2: 1,886 shares; 2025Q3: 1,661 shares; 2025Q4: 1,661 shares 1,661 $561K 0.02% 0 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: 17,570 shares; 2024Q4: 17,570 shares; 2025Q1: 17,570 shares; 2025Q2: 17,570 shares; 2025Q3: 17,570 shares; 2025Q4: 17,570 shares 17,570 $561K 0.02% 0 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,123 shares; 2024Q4: 2,123 shares; 2025Q1: 2,123 shares; 2025Q2: 2,123 shares; 2025Q3: 2,123 shares; 2025Q4: 2,123 shares 2,123 $549K 0.02% 0 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,809 shares; 2024Q4: 24,809 shares; 2025Q1: 24,809 shares; 2025Q2: 24,809 shares; 2025Q3: 24,669 shares; 2025Q4: 24,669 shares 24,669 $549K 0.02% 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: 1,937 shares; 2024Q4: 1,937 shares; 2025Q1: 1,931 shares; 2025Q2: 1,931 shares; 2025Q3: 1,931 shares; 2025Q4: 1,556 shares 1,556 $546K 0.02% -375 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,900 shares; 2024Q4: 6,900 shares; 2025Q1: 6,900 shares; 2025Q2: 13,800 shares; 2025Q3: 13,580 shares; 2025Q4: 13,580 shares 13,580 $546K 0.02% 0 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,610 shares; 2024Q4: 1,610 shares; 2025Q1: 1,770 shares; 2025Q2: 2,375 shares; 2025Q3: 2,375 shares; 2025Q4: 2,425 shares 2,425 $544K 0.02% +50 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: 8,075 shares; 2024Q4: 7,787 shares; 2025Q1: 7,569 shares; 2025Q2: 7,569 shares; 2025Q3: 7,289 shares; 2025Q4: 7,315 shares 7,315 $540K 0.02% +26 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: 3,547 shares; 2024Q4: 3,547 shares; 2025Q1: 3,547 shares; 2025Q2: 3,513 shares; 2025Q3: 3,446 shares; 2025Q4: 3,530 shares 3,530 $537K 0.02% +84 Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,132 shares; 2024Q4: 2,132 shares; 2025Q1: 2,132 shares; 2025Q2: 2,132 shares; 2025Q3: 23,315 shares; 2025Q4: 23,315 shares 23,315 $523K 0.02% 0 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: 7,230 shares; 2024Q4: 6,318 shares; 2025Q1: 6,318 shares; 2025Q2: 6,318 shares; 2025Q3: 6,318 shares; 2025Q4: 6,318 shares 6,318 $519K 0.02% 0 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,021 shares; 2024Q4: 28,590 shares; 2025Q1: 24,307 shares; 2025Q2: 11,730 shares; 2025Q3: 10,091 shares; 2025Q4: 10,091 shares 10,091 $517K 0.02% 0 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: 7,488 shares; 2024Q4: 7,488 shares; 2025Q1: 7,418 shares; 2025Q2: 6,868 shares; 2025Q3: 6,202 shares; 2025Q4: 6,147 shares 6,147 $516K 0.02% -55 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: 13,140 shares; 2024Q4: 13,140 shares; 2025Q1: 13,140 shares; 2025Q2: 13,140 shares; 2025Q3: 13,140 shares; 2025Q4: 13,140 shares 13,140 $515K 0.02% 0 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: 475 shares; 2024Q4: 475 shares; 2025Q1: 508 shares; 2025Q2: 627 shares; 2025Q3: 627 shares; 2025Q4: 627 shares 627 $514K 0.02% 0 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,412 shares; 2024Q4: 2,412 shares; 2025Q1: 3,131 shares; 2025Q2: 3,131 shares; 2025Q3: 3,131 shares; 2025Q4: 3,119 shares 3,119 $505K 0.02% -12 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,952 shares; 2024Q4: 1,950 shares; 2025Q1: 1,950 shares; 2025Q2: 2,415 shares; 2025Q3: 2,358 shares; 2025Q4: 2,358 shares 2,358 $501K 0.02% 0 Timeline IDCC INTERDIGITAL INC More: the full row for INTERDIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,120 shares; 2024Q4: 2,070 shares; 2025Q1: 2,070 shares; 2025Q2: 1,956 shares; 2025Q3: 1,861 shares; 2025Q4: 1,574 shares 1,574 $501K 0.02% -287 Timeline FCOM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,850 shares; 2024Q4: 3,850 shares; 2025Q1: 4,710 shares; 2025Q2: 6,650 shares; 2025Q3: 6,650 shares; 2025Q4: 6,775 shares 6,775 $497K 0.02% +125 Timeline CCBG CAPITAL CITY BANK More: the full row for CAPITAL CITY BANK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,500 shares; 2024Q4: 11,500 shares; 2025Q1: 11,500 shares; 2025Q2: 11,500 shares; 2025Q3: 11,500 shares; 2025Q4: 11,500 shares 11,500 $490K 0.02% 0 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 753 shares; 2024Q4: 753 shares; 2025Q1: 753 shares; 2025Q2: 797 shares; 2025Q3: 797 shares; 2025Q4: 797 shares 797 $487K 0.02% 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: 1,446 shares; 2024Q4: 1,446 shares; 2025Q1: 1,414 shares; 2025Q2: 1,414 shares; 2025Q3: 1,414 shares; 2025Q4: 1,562 shares 1,562 $485K 0.02% +148 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,479 shares; 2024Q4: 1,479 shares; 2025Q1: 1,321 shares; 2025Q2: 1,246 shares; 2025Q3: 1,218 shares; 2025Q4: 918 shares 918 $483K 0.02% -300 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: 5,900 shares; 2024Q4: 5,900 shares; 2025Q1: 5,800 shares; 2025Q2: 5,800 shares; 2025Q3: 5,800 shares; 2025Q4: 8,067 shares 8,067 $472K 0.02% +2,267 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: 1,021 shares; 2024Q4: 1,021 shares; 2025Q1: 1,021 shares; 2025Q2: 1,021 shares; 2025Q3: 1,435 shares; 2025Q4: 1,724 shares 1,724 $469K 0.02% +289 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,180 shares; 2024Q4: 3,149 shares; 2025Q1: 3,149 shares; 2025Q2: 3,149 shares; 2025Q3: 3,149 shares; 2025Q4: 3,149 shares 3,149 $469K 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: 2,562 shares; 2024Q4: 2,288 shares; 2025Q1: 1,498 shares; 2025Q2: 1,419 shares; 2025Q3: 1,585 shares; 2025Q4: 1,587 shares 1,587 $467K 0.02% +2 Timeline WCC WESCO INTL INC More: the full row for WESCO INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,082 shares; 2024Q4: 2,192 shares; 2025Q1: 2,192 shares; 2025Q2: 1,944 shares; 2025Q3: 1,914 shares; 2025Q4: 1,914 shares 1,914 $467K 0.02% 0 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: 6,804 shares; 2024Q4: 6,804 shares; 2025Q1: 6,618 shares; 2025Q2: 6,518 shares; 2025Q3: 5,114 shares; 2025Q4: 4,731 shares 4,731 $451K 0.02% -383 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,065 shares; 2025Q1: 176 shares; 2025Q2: 176 shares; 2025Q3: 1,342 shares; 2025Q4: 3,365 shares 3,365 $441K 0.02% +2,023 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,090 shares; 2024Q4: 6,064 shares; 2025Q1: 6,064 shares; 2025Q2: 5,979 shares; 2025Q3: 5,979 shares; 2025Q4: 6,512 shares 6,512 $436K 0.02% +533 Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,239 shares; 2025Q1: 11,239 shares; 2025Q2: 11,239 shares; 2025Q3: 11,239 shares; 2025Q4: 11,239 shares 11,239 $435K 0.02% 0 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,770 shares; 2024Q4: 3,770 shares; 2025Q1: 3,570 shares; 2025Q2: 3,570 shares; 2025Q3: 3,331 shares; 2025Q4: 3,398 shares 3,398 $434K 0.02% +67 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: 8,005 shares; 2024Q4: 8,005 shares; 2025Q1: 7,055 shares; 2025Q2: 7,055 shares; 2025Q3: 7,055 shares; 2025Q4: 7,528 shares 7,528 $433K 0.02% +473 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,300 shares; 2024Q4: 6,300 shares; 2025Q1: 6,300 shares; 2025Q2: 7,425 shares; 2025Q3: 7,425 shares; 2025Q4: 7,600 shares 7,600 $431K 0.02% +175 Timeline FDIS FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,275 shares; 2024Q4: 3,275 shares; 2025Q1: 3,586 shares; 2025Q2: 3,931 shares; 2025Q3: 3,931 shares; 2025Q4: 4,131 shares 4,131 $421K 0.02% +200 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,765 shares; 2024Q4: 4,765 shares; 2025Q1: 4,800 shares; 2025Q2: 5,805 shares; 2025Q3: 5,805 shares; 2025Q4: 5,955 shares 5,955 $414K 0.02% +150 Timeline MTUM 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: 685 shares; 2024Q4: 1,317 shares; 2025Q1: 1,317 shares; 2025Q2: 1,389 shares; 2025Q3: 1,459 shares; 2025Q4: 1,636 shares 1,636 $413K 0.02% +177 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,413 shares; 2025Q3: 5,413 shares; 2025Q4: 5,413 shares 5,413 $410K 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: 2,329 shares; 2024Q4: 2,329 shares; 2025Q1: 2,229 shares; 2025Q2: 2,229 shares; 2025Q3: 2,229 shares; 2025Q4: 2,494 shares 2,494 $406K 0.02% +265 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,500 shares; 2024Q4: 1,588 shares; 2025Q1: 2,368 shares; 2025Q2: 2,368 shares; 2025Q3: 2,368 shares; 2025Q4: 2,368 shares 2,368 $402K 0.02% 0 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,898 shares; 2024Q4: 3,898 shares; 2025Q1: 3,856 shares; 2025Q2: 3,856 shares; 2025Q3: 3,806 shares; 2025Q4: 3,806 shares 3,806 $400K 0.02% 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: 429 shares; 2024Q4: 429 shares; 2025Q1: 386 shares; 2025Q2: 493 shares; 2025Q3: 493 shares; 2025Q4: 490 shares 490 $396K 0.02% -3 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,563 shares; 2024Q4: 4,563 shares; 2025Q1: 4,563 shares; 2025Q2: 4,932 shares; 2025Q3: 4,932 shares; 2025Q4: 4,932 shares 4,932 $396K 0.02% 0 Timeline FMDE FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,550 shares; 2024Q4: 5,550 shares; 2025Q1: 7,215 shares; 2025Q2: 10,715 shares; 2025Q3: 10,715 shares; 2025Q4: 10,840 shares 10,840 $394K 0.02% +125 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,619 shares; 2024Q4: 4,148 shares; 2025Q1: 3,978 shares; 2025Q2: 3,978 shares; 2025Q3: 3,978 shares; 2025Q4: 4,225 shares 4,225 $388K 0.02% +247 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: 805 shares; 2024Q4: 805 shares; 2025Q1: 805 shares; 2025Q2: 805 shares; 2025Q3: 805 shares; 2025Q4: 805 shares 805 $387K 0.02% 0 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,684 shares; 2024Q4: 1,684 shares; 2025Q1: 1,684 shares; 2025Q2: 1,684 shares; 2025Q3: 1,684 shares; 2025Q4: 1,684 shares 1,684 $383K 0.02% 0 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,386 shares; 2024Q4: 6,486 shares; 2025Q1: 6,486 shares; 2025Q2: 8,615 shares; 2025Q3: 9,985 shares; 2025Q4: 9,998 shares 9,998 $383K 0.02% +13 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,258 shares; 2024Q4: 4,411 shares; 2025Q1: 4,371 shares; 2025Q2: 4,371 shares; 2025Q3: 4,371 shares; 2025Q4: 4,386 shares 4,386 $381K 0.02% +15 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: 5,404 shares; 2024Q4: 5,190 shares; 2025Q1: 4,871 shares; 2025Q2: 4,871 shares; 2025Q3: 4,851 shares; 2025Q4: 4,786 shares 4,786 $380K 0.02% -65 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,184 shares; 2024Q4: 1,183 shares; 2025Q1: 1,922 shares; 2025Q2: 1,922 shares; 2025Q3: 1,922 shares; 2025Q4: 1,861 shares 1,861 $378K 0.02% -61 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,296 shares; 2025Q2: 1,342 shares; 2025Q3: 1,651 shares; 2025Q4: 1,671 shares 1,671 $369K 0.02% +20 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: 159 shares; 2024Q4: 82 shares; 2025Q1: 60 shares; 2025Q2: 1,807 shares; 2025Q3: 1,766 shares; 2025Q4: 1,766 shares 1,766 $365K 0.02% 0 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: 893 shares; 2024Q4: 1,630 shares; 2025Q1: 1,630 shares; 2025Q2: 1,720 shares; 2025Q3: 1,828 shares; 2025Q4: 1,828 shares 1,828 $365K 0.02% 0 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,589 shares 5,589 $363K 0.02% new Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,786 shares; 2024Q4: 10,156 shares; 2025Q1: 9,687 shares; 2025Q2: 9,773 shares; 2025Q3: 9,322 shares; 2025Q4: 5,401 shares 5,401 $362K 0.02% -3,921 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: 7,318 shares; 2024Q4: 6,902 shares; 2025Q1: 6,854 shares; 2025Q2: 6,876 shares; 2025Q3: 6,889 shares; 2025Q4: 630 shares 630 $361K 0.02% -6,259 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: 738 shares; 2024Q4: 738 shares; 2025Q1: 843 shares; 2025Q2: 869 shares; 2025Q3: 1,668 shares; 2025Q4: 1,565 shares 1,565 $357K 0.02% -103 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: 4,381 shares; 2024Q4: 3,663 shares; 2025Q1: 2,719 shares; 2025Q2: 2,719 shares; 2025Q3: 2,719 shares; 2025Q4: 3,486 shares 3,486 $349K 0.02% +767 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: 2,073 shares; 2024Q4: 3,529 shares; 2025Q1: 3,529 shares; 2025Q2: 3,529 shares; 2025Q3: 3,686 shares; 2025Q4: 3,678 shares 3,678 $345K 0.02% -8 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,221 shares; 2024Q4: 2,437 shares; 2025Q1: 2,437 shares; 2025Q2: 2,437 shares; 2025Q3: 2,542 shares; 2025Q4: 2,536 shares 2,536 $345K 0.02% -6 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,417 shares; 2024Q4: 3,417 shares; 2025Q1: 3,417 shares; 2025Q2: 3,417 shares; 2025Q3: 3,417 shares; 2025Q4: 3,417 shares 3,417 $340K 0.02% 0 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,497 shares; 2024Q4: 2,497 shares; 2025Q1: 2,497 shares; 2025Q2: 1,350 shares; 2025Q3: 1,750 shares; 2025Q4: 1,750 shares 1,750 $339K 0.01% 0 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,130 shares; 2024Q4: 5,130 shares; 2025Q1: 3,990 shares; 2025Q2: 3,990 shares; 2025Q3: 2,670 shares; 2025Q4: 2,670 shares 2,670 $339K 0.01% 0 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 605 shares; 2024Q4: 605 shares; 2025Q1: 590 shares; 2025Q2: 590 shares; 2025Q3: 590 shares; 2025Q4: 597 shares 597 $337K 0.01% +7 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 1,609 shares; 2025Q4: 1,609 shares 1,609 $337K 0.01% 0 Timeline SLF SUN LIFE FINANCIAL INC. More: the full row for SUN LIFE FINANCIAL INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,894 shares; 2024Q4: 5,894 shares; 2025Q1: 5,894 shares; 2025Q2: 5,394 shares; 2025Q3: 5,394 shares; 2025Q4: 5,394 shares 5,394 $337K 0.01% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,533 shares 19,533 $335K 0.01% new Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,411 shares; 2024Q4: 1,411 shares; 2025Q1: 1,335 shares; 2025Q2: 1,335 shares; 2025Q3: 1,286 shares; 2025Q4: 1,352 shares 1,352 $331K 0.01% +66 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: 3,826 shares; 2024Q4: 11,478 shares; 2025Q1: 11,478 shares; 2025Q2: 11,478 shares; 2025Q3: 11,478 shares; 2025Q4: 12,178 shares 12,178 $329K 0.01% +700 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,862 shares; 2024Q4: 3,862 shares; 2025Q1: 4,325 shares; 2025Q2: 5,199 shares; 2025Q3: 5,199 shares; 2025Q4: 5,199 shares 5,199 $329K 0.01% 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: 2,666 shares; 2024Q4: 2,607 shares; 2025Q1: 2,222 shares; 2025Q2: 2,222 shares; 2025Q3: 2,156 shares; 2025Q4: 2,731 shares 2,731 $320K 0.01% +575 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: 6,339 shares; 2024Q4: 6,339 shares; 2025Q1: 5,944 shares; 2025Q2: 5,944 shares; 2025Q3: 5,399 shares; 2025Q4: 5,399 shares 5,399 $316K 0.01% 0 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: 7,700 shares; 2024Q4: 7,700 shares; 2025Q1: 7,700 shares; 2025Q2: 7,700 shares; 2025Q3: 7,700 shares; 2025Q4: 8,100 shares 8,100 $308K 0.01% +400 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 308 shares; 2025Q1: 303 shares; 2025Q2: 280 shares; 2025Q3: 280 shares; 2025Q4: 283 shares 283 $302K 0.01% +3 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,080 shares; 2024Q4: 1,073 shares; 2025Q1: 880 shares; 2025Q2: 880 shares; 2025Q3: 880 shares; 2025Q4: 1,097 shares 1,097 $301K 0.01% +217 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: 682 shares; 2024Q4: 274 shares; 2025Q1: 583 shares; 2025Q2: 691 shares; 2025Q3: 1,369 shares; 2025Q4: 1,335 shares 1,335 $300K 0.01% -34 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,094 shares; 2024Q4: 2,164 shares; 2025Q1: 2,210 shares; 2025Q2: 2,210 shares; 2025Q3: 2,202 shares; 2025Q4: 2,294 shares 2,294 $290K 0.01% +92 Timeline NEU NEWMARKET CORP More: the full row for NEWMARKET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 504 shares; 2024Q4: 468 shares; 2025Q1: 468 shares; 2025Q2: 432 shares; 2025Q3: 419 shares; 2025Q4: 419 shares 419 $289K 0.01% 0 Timeline IPAR INTERPARFUMS INC More: the full row for INTERPARFUMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,376 shares; 2024Q4: 3,376 shares; 2025Q1: 3,376 shares; 2025Q2: 3,376 shares; 2025Q3: 3,376 shares; 2025Q4: 3,376 shares 3,376 $286K 0.01% 0 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,276 shares; 2024Q4: 3,276 shares; 2025Q1: 3,276 shares; 2025Q2: 3,276 shares; 2025Q3: 3,276 shares; 2025Q4: 3,443 shares 3,443 $280K 0.01% +167 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 700 shares; 2024Q4: 700 shares; 2025Q1: 700 shares; 2025Q2: 700 shares; 2025Q3: 928 shares; 2025Q4: 1,093 shares 1,093 $277K 0.01% +165 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,132 shares; 2024Q4: 3,393 shares; 2025Q1: 3,393 shares; 2025Q2: 2,985 shares; 2025Q3: 2,885 shares; 2025Q4: 2,972 shares 2,972 $276K 0.01% +87 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,500 shares; 2025Q1: 6,172 shares; 2025Q2: 8,347 shares; 2025Q3: 8,347 shares; 2025Q4: 8,347 shares 8,347 $276K 0.01% 0 Timeline ENTG ENTEGRIS INC More: the full row for ENTEGRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,230 shares; 2024Q4: 3,820 shares; 2025Q1: 3,539 shares; 2025Q2: 3,539 shares; 2025Q3: 3,271 shares; 2025Q4: 3,271 shares 3,271 $275K 0.01% 0 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 137 shares; 2024Q4: 137 shares; 2025Q1: 137 shares; 2025Q2: 123 shares; 2025Q3: 345 shares; 2025Q4: 355 shares 355 $274K 0.01% +10 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,350 shares 5,350 $274K 0.01% new Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,172 shares; 2024Q4: 1,172 shares; 2025Q1: 1,037 shares; 2025Q2: 1,037 shares; 2025Q3: 1,037 shares; 2025Q4: 1,041 shares 1,041 $273K 0.01% +4 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: 1,596 shares; 2024Q4: 1,596 shares; 2025Q1: 1,596 shares; 2025Q2: 1,596 shares; 2025Q3: 1,983 shares; 2025Q4: 1,877 shares 1,877 $271K 0.01% -106 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,240 shares; 2024Q4: 1,240 shares; 2025Q1: 848 shares; 2025Q2: 848 shares; 2025Q3: 848 shares; 2025Q4: 893 shares 893 $266K 0.01% +45 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 396 shares; 2024Q4: 396 shares; 2025Q1: 377 shares; 2025Q2: 377 shares; 2025Q3: 346 shares; 2025Q4: 347 shares 347 $265K 0.01% +1 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: 259 shares; 2024Q4: 259 shares; 2025Q1: 259 shares; 2025Q2: 259 shares; 2025Q3: 259 shares; 2025Q4: 259 shares 259 $262K 0.01% 0 Timeline SPYX SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,647 shares; 2024Q4: 4,647 shares; 2025Q1: 4,647 shares; 2025Q2: 4,647 shares; 2025Q3: 4,647 shares; 2025Q4: 4,647 shares 4,647 $260K 0.01% 0 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: 3,180 shares; 2024Q4: 9,540 shares; 2025Q1: 9,540 shares; 2025Q2: 9,540 shares; 2025Q3: 9,540 shares; 2025Q4: 9,540 shares 9,540 $260K 0.01% 0 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: 1,931 shares; 2024Q4: 1,931 shares; 2025Q1: 1,931 shares; 2025Q2: 1,901 shares; 2025Q3: 1,901 shares; 2025Q4: 1,901 shares 1,901 $259K 0.01% 0 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,250 shares; 2024Q4: 1,250 shares; 2025Q1: 1,250 shares; 2025Q2: 1,250 shares; 2025Q3: 1,250 shares; 2025Q4: 1,250 shares 1,250 $257K 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: 1,374 shares; 2024Q4: 1,374 shares; 2025Q1: 1,374 shares; 2025Q2: 1,374 shares; 2025Q3: 1,374 shares; 2025Q4: 1,382 shares 1,382 $256K 0.01% +8 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 418 shares; 2024Q4: 418 shares; 2025Q1: 402 shares; 2025Q2: 402 shares; 2025Q3: 402 shares; 2025Q4: 667 shares 667 $256K 0.01% +265 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,412 shares; 2024Q4: 1,412 shares; 2025Q1: 1,405 shares; 2025Q2: 1,405 shares; 2025Q3: 1,405 shares; 2025Q4: 1,418 shares 1,418 $255K 0.01% +13 Timeline XCEM COLUMBIA ETF TR II More: the full row for COLUMBIA ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,575 shares; 2024Q4: 4,575 shares; 2025Q1: 5,575 shares; 2025Q2: 6,475 shares; 2025Q3: 6,475 shares; 2025Q4: 6,600 shares 6,600 $254K 0.01% +125 Timeline ETH GRAYSCALE ETHEREUM STAKING More: the full row for GRAYSCALE ETHEREUM STAKING Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,721 shares; 2025Q1: 9,025 shares; 2025Q2: 9,025 shares; 2025Q3: 9,025 shares; 2025Q4: 9,025 shares 9,025 $253K 0.01% 0 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,596 shares; 2024Q4: 2,606 shares; 2025Q1: 2,453 shares; 2025Q2: 2,337 shares; 2025Q3: 2,145 shares; 2025Q4: 2,145 shares 2,145 $251K 0.01% 0 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: 651 shares; 2024Q4: 651 shares; 2025Q1: 640 shares; 2025Q2: 640 shares; 2025Q3: 640 shares; 2025Q4: 640 shares 640 $251K 0.01% 0 Timeline WAY WAYSTAR HLDG CORP More: the full row for WAYSTAR HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,435 shares; 2024Q4: 7,560 shares; 2025Q1: 7,560 shares; 2025Q2: 7,560 shares; 2025Q3: 7,560 shares; 2025Q4: 7,560 shares 7,560 $248K 0.01% 0 Timeline QQH NORTHERN LTS FD TR III More: the full row for NORTHERN LTS FD TR III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,198 shares 3,198 $246K 0.01% new Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,036 shares; 2024Q4: 2,036 shares; 2025Q1: 2,036 shares; 2025Q2: 2,036 shares; 2025Q3: 1,740 shares; 2025Q4: 1,705 shares 1,705 $245K 0.01% -35 Timeline LGH NORTHERN LTS FD TR III More: the full row for NORTHERN LTS FD TR III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,950 shares 3,950 $245K 0.01% new Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,401 shares; 2024Q4: 2,401 shares; 2025Q1: 3,301 shares; 2025Q2: 3,301 shares; 2025Q3: 3,301 shares; 2025Q4: 3,301 shares 3,301 $244K 0.01% 0 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,685 shares; 2024Q4: 3,685 shares; 2025Q1: 3,685 shares; 2025Q2: 3,675 shares; 2025Q3: 3,675 shares; 2025Q4: 3,675 shares 3,675 $244K 0.01% 0 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: 592 shares; 2024Q4: 592 shares; 2025Q1: 592 shares; 2025Q2: 592 shares; 2025Q3: 592 shares; 2025Q4: 592 shares 592 $243K 0.01% 0 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,161 shares; 2024Q4: 1,107 shares; 2025Q1: 1,198 shares; 2025Q2: 1,198 shares; 2025Q3: 1,198 shares; 2025Q4: 1,106 shares 1,106 $240K 0.01% -92 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: 4,190 shares; 2024Q4: 2,900 shares; 2025Q1: 2,651 shares; 2025Q2: 2,651 shares; 2025Q3: 2,651 shares; 2025Q4: 2,651 shares 2,651 $238K 0.01% 0 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 417 shares; 2024Q4: 417 shares; 2025Q1: 417 shares; 2025Q2: 417 shares; 2025Q3: 417 shares; 2025Q4: 417 shares 417 $238K 0.01% 0 Timeline PDBA INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,950 shares; 2025Q2: 4,950 shares; 2025Q3: 7,000 shares; 2025Q4: 7,000 shares 7,000 $238K 0.01% 0 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 819 shares; 2024Q4: 819 shares; 2025Q1: 785 shares; 2025Q2: 930 shares; 2025Q3: 850 shares; 2025Q4: 721 shares 721 $235K 0.01% -129 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,280 shares; 2024Q4: 1,280 shares; 2025Q1: 1,280 shares; 2025Q2: 1,280 shares; 2025Q3: 1,280 shares; 2025Q4: 4,938 shares 4,938 $231K 0.01% +3,658 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,000 shares; 2024Q4: 8,000 shares; 2025Q1: 8,000 shares; 2025Q2: 8,000 shares; 2025Q3: 8,000 shares; 2025Q4: 8,107 shares 8,107 $229K 0.01% +107 Timeline AMTM AMENTUM HOLDINGS INC More: the full row for AMENTUM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,476 shares; 2025Q1: 7,856 shares; 2025Q2: 7,890 shares; 2025Q3: 7,890 shares; 2025Q4: 7,890 shares 7,890 $229K 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: 658 shares; 2024Q4: 658 shares; 2025Q1: 503 shares; 2025Q2: 503 shares; 2025Q3: 503 shares; 2025Q4: 503 shares 503 $228K 0.01% 0 Timeline CET CENTRAL SECS CORP More: the full row for CENTRAL SECS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,478 shares; 2024Q4: 4,480 shares; 2025Q1: 4,480 shares; 2025Q2: 4,480 shares; 2025Q3: 4,480 shares; 2025Q4: 4,480 shares 4,480 $228K 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,738 shares 2,738 $223K 0.01% new Timeline FIW 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: 2,274 shares; 2024Q4: 2,274 shares; 2025Q1: 2,274 shares; 2025Q2: 2,274 shares; 2025Q3: 2,274 shares; 2025Q4: 2,049 shares 2,049 $223K 0.01% -225 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: 139 shares; 2024Q4: 139 shares; 2025Q1: 74 shares; 2025Q2: 74 shares; 2025Q3: 1,956 shares; 2025Q4: 4,114 shares 4,114 $220K 0.01% +2,158 Timeline MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75 shares; 2024Q4: 75 shares; 2025Q1: 75 shares; 2025Q2: 610 shares; 2025Q3: 1,010 shares; 2025Q4: 1,010 shares 1,010 $219K 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: 9,679 shares; 2024Q4: 8,996 shares; 2025Q1: 8,996 shares; 2025Q2: 8,576 shares; 2025Q3: 8,889 shares; 2025Q4: 6,855 shares 6,855 $217K 0.01% -2,034 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: 4,971 shares; 2024Q4: 4,971 shares; 2025Q1: 4,971 shares; 2025Q2: 4,886 shares; 2025Q3: 4,886 shares; 2025Q4: 5,386 shares 5,386 $217K 0.01% +500 Timeline EG EVEREST GROUP LTD More: the full row for EVEREST GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 630 shares; 2024Q4: 630 shares; 2025Q1: 630 shares; 2025Q2: 630 shares; 2025Q3: 630 shares; 2025Q4: 630 shares 630 $212K 0.01% 0 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 292 shares; 2024Q4: 292 shares; 2025Q1: 270 shares; 2025Q2: 270 shares; 2025Q3: 270 shares; 2025Q4: 1,051 shares 1,051 $211K 0.01% +781 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: 2,146 shares; 2025Q1: 4,060 shares; 2025Q2: 4,060 shares; 2025Q3: 4,060 shares; 2025Q4: 5,960 shares 5,960 $209K 0.01% +1,900 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 532 shares; 2024Q4: 532 shares; 2025Q1: 532 shares; 2025Q2: 532 shares; 2025Q3: 532 shares; 2025Q4: 532 shares 532 $207K 0.01% 0 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,604 shares; 2024Q4: 1,604 shares; 2025Q1: 1,604 shares; 2025Q2: 1,604 shares; 2025Q3: 1,604 shares; 2025Q4: 1,604 shares 1,604 $206K 0.01% 0 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,284 shares; 2024Q4: 1,284 shares; 2025Q1: 1,284 shares; 2025Q2: 1,284 shares; 2025Q3: 1,284 shares; 2025Q4: 1,284 shares 1,284 $206K 0.01% 0 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,346 shares; 2024Q4: 2,346 shares; 2025Q1: 2,346 shares; 2025Q2: 2,346 shares; 2025Q3: 2,346 shares; 2025Q4: 2,346 shares 2,346 $202K 0.01% 0 Timeline SCI SERVICE CORP INTL More: the full row for SERVICE CORP INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,014 shares; 2024Q4: 2,602 shares; 2025Q1: 2,558 shares; 2025Q2: 2,558 shares; 2025Q3: 2,558 shares; 2025Q4: 2,558 shares 2,558 $202K 0.01% 0 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: 737 shares; 2024Q4: 737 shares; 2025Q1: 737 shares; 2025Q2: 737 shares; 2025Q3: 737 shares; 2025Q4: 1,729 shares 1,729 $200K 0.01% +992 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 797 shares; 2024Q4: 797 shares; 2025Q1: 797 shares; 2025Q2: 797 shares; 2025Q3: 797 shares; 2025Q4: 797 shares 797 $200K 0.01% 0 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,585 shares; 2024Q4: 1,585 shares; 2025Q1: 3,195 shares; 2025Q2: 3,195 shares; 2025Q3: 3,195 shares; 2025Q4: 3,215 shares 3,215 $199K 0.01% +20 Timeline AMKR AMKOR TECHNOLOGY INC More: the full row for AMKOR TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,000 shares; 2024Q4: 5,000 shares; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 5,000 shares 5,000 $197K 0.01% 0 Timeline OLED UNIVERSAL DISPLAY CORP More: the full row for UNIVERSAL DISPLAY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,349 shares; 2024Q4: 1,295 shares; 2025Q1: 1,295 shares; 2025Q2: 1,443 shares; 2025Q3: 1,443 shares; 2025Q4: 1,693 shares 1,693 $197K 0.01% +250 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: 1,382 shares; 2024Q4: 1,382 shares; 2025Q1: 1,266 shares; 2025Q2: 1,319 shares; 2025Q3: 1,266 shares; 2025Q4: 1,266 shares 1,266 $196K 0.01% 0 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,025 shares; 2024Q4: 1,830 shares; 2025Q1: 1,431 shares; 2025Q2: 1,293 shares; 2025Q3: 1,954 shares; 2025Q4: 1,954 shares 1,954 $195K 0.01% 0 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,785 shares; 2024Q4: 3,785 shares; 2025Q1: 4,002 shares; 2025Q2: 4,194 shares; 2025Q3: 4,002 shares; 2025Q4: 4,002 shares 4,002 $193K 0.01% 0 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 233 shares; 2024Q4: 233 shares; 2025Q1: 233 shares; 2025Q2: 327 shares; 2025Q3: 533 shares; 2025Q4: 403 shares 403 $191K 0.01% -130 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,422 shares; 2024Q4: 1,422 shares; 2025Q1: 1,422 shares; 2025Q2: 1,422 shares; 2025Q3: 1,422 shares; 2025Q4: 1,422 shares 1,422 $187K 0.01% 0 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: 647 shares; 2024Q4: 647 shares; 2025Q1: 647 shares; 2025Q2: 647 shares; 2025Q3: 647 shares; 2025Q4: 647 shares 647 $186K 0.01% 0 Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,482 shares; 2024Q4: 1,482 shares; 2025Q1: 1,471 shares; 2025Q2: 1,434 shares; 2025Q3: 1,365 shares; 2025Q4: 1,365 shares 1,365 $186K 0.01% 0 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: 395 shares; 2024Q4: 395 shares; 2025Q1: 380 shares; 2025Q2: 335 shares; 2025Q3: 2,182 shares; 2025Q4: 2,182 shares 2,182 $185K 0.01% 0 Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,300 shares 2,300 $184K 0.01% new Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 465 shares; 2024Q4: 456 shares; 2025Q1: 444 shares; 2025Q2: 444 shares; 2025Q3: 459 shares; 2025Q4: 666 shares 666 $183K 0.01% +207 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,730 shares; 2024Q4: 2,535 shares; 2025Q1: 903 shares; 2025Q2: 903 shares; 2025Q3: 903 shares; 2025Q4: 783 shares 783 $183K 0.01% -120 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: 2,365 shares; 2024Q4: 2,365 shares; 2025Q1: 2,621 shares; 2025Q2: 2,621 shares; 2025Q3: 2,285 shares; 2025Q4: 2,285 shares 2,285 $183K 0.01% 0 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 857 shares; 2024Q4: 857 shares; 2025Q1: 857 shares; 2025Q2: 857 shares; 2025Q3: 1,835 shares; 2025Q4: 1,871 shares 1,871 $183K 0.01% +36 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: 4,040 shares; 2024Q4: 4,040 shares; 2025Q1: 4,040 shares; 2025Q2: 4,040 shares; 2025Q3: 4,040 shares; 2025Q4: 4,040 shares 4,040 $183K 0.01% 0 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,135 shares; 2024Q4: 1,135 shares; 2025Q1: 1,135 shares; 2025Q2: 1,135 shares; 2025Q3: 1,135 shares; 2025Q4: 1,135 shares 1,135 $180K 0.01% 0 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 404 shares; 2024Q4: 419 shares; 2025Q1: 419 shares; 2025Q2: 340 shares; 2025Q3: 340 shares; 2025Q4: 345 shares 345 $177K 0.01% +5 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: 3,325 shares; 2024Q4: 3,325 shares; 2025Q1: 3,325 shares; 2025Q2: 3,325 shares; 2025Q3: 3,325 shares; 2025Q4: 3,325 shares 3,325 $177K 0.01% 0 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,195 shares; 2024Q4: 1,195 shares; 2025Q1: 1,023 shares; 2025Q2: 1,018 shares; 2025Q3: 1,018 shares; 2025Q4: 1,018 shares 1,018 $176K 0.01% 0 Timeline FPX FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,067 shares; 2024Q4: 1,067 shares; 2025Q1: 1,067 shares; 2025Q2: 1,067 shares; 2025Q3: 1,067 shares; 2025Q4: 1,067 shares 1,067 $175K 0.01% 0 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: 2,637 shares; 2024Q4: 2,637 shares; 2025Q1: 2,358 shares; 2025Q2: 2,358 shares; 2025Q3: 2,174 shares; 2025Q4: 2,174 shares 2,174 $173K 0.01% 0 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: 345 shares; 2024Q4: 345 shares; 2025Q1: 345 shares; 2025Q2: 345 shares; 2025Q3: 345 shares; 2025Q4: 370 shares 370 $172K 0.01% +25 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,560 shares; 2024Q4: 1,560 shares; 2025Q1: 1,560 shares; 2025Q2: 1,560 shares; 2025Q3: 1,560 shares; 2025Q4: 1,560 shares 1,560 $172K 0.01% 0 Timeline GXO GXO LOGISTICS INCORPORATED More: the full row for GXO LOGISTICS INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,723 shares; 2024Q4: 1,723 shares; 2025Q1: 3,271 shares; 2025Q2: 3,271 shares; 2025Q3: 3,271 shares; 2025Q4: 3,243 shares 3,243 $171K 0.01% -28 Timeline VVV VALVOLINE INC More: the full row for VALVOLINE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,928 shares; 2024Q4: 5,928 shares; 2025Q1: 5,928 shares; 2025Q2: 5,928 shares; 2025Q3: 5,928 shares; 2025Q4: 5,928 shares 5,928 $171K 0.01% 0 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 504 shares; 2024Q4: 704 shares; 2025Q1: 720 shares; 2025Q2: 704 shares; 2025Q3: 1,104 shares; 2025Q4: 704 shares 704 $169K 0.01% -400 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: not reported; 2024Q4: 1,518 shares; 2025Q1: 1,500 shares; 2025Q2: 1,800 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares 2,000 $167K 0.01% 0 Timeline RDVY 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: 2,800 shares; 2024Q4: 2,800 shares; 2025Q1: 2,800 shares; 2025Q2: 2,800 shares; 2025Q3: 2,800 shares; 2025Q4: 2,383 shares 2,383 $166K 0.01% -417 Timeline EWBC EAST WEST BANCORP INC More: the full row for EAST WEST BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,461 shares; 2024Q4: 1,461 shares; 2025Q1: 1,461 shares; 2025Q2: 1,461 shares; 2025Q3: 1,461 shares; 2025Q4: 1,461 shares 1,461 $165K 0.01% 0 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: 498 shares; 2024Q4: 498 shares; 2025Q1: 498 shares; 2025Q2: 466 shares; 2025Q3: 466 shares; 2025Q4: 466 shares 466 $164K 0.01% 0 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 238 shares; 2024Q4: 238 shares; 2025Q1: 236 shares; 2025Q2: 236 shares; 2025Q3: 236 shares; 2025Q4: 243 shares 243 $164K 0.01% +7 Timeline ORA ORMAT TECHNOLOGIES INC More: the full row for ORMAT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,484 shares; 2024Q4: 1,484 shares; 2025Q1: 1,484 shares; 2025Q2: 1,484 shares; 2025Q3: 1,484 shares; 2025Q4: 1,484 shares 1,484 $164K 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: 2,495 shares; 2024Q4: 2,495 shares; 2025Q1: 2,495 shares; 2025Q2: 2,495 shares; 2025Q3: 1,197 shares; 2025Q4: 1,197 shares 1,197 $163K 0.01% 0 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,822 shares; 2025Q1: 2,822 shares; 2025Q2: 2,822 shares; 2025Q3: 2,822 shares; 2025Q4: 2,822 shares 2,822 $162K 0.01% 0 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 727 shares; 2024Q4: 727 shares; 2025Q1: 727 shares; 2025Q2: 727 shares; 2025Q3: 727 shares; 2025Q4: 727 shares 727 $162K 0.01% 0 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 568 shares; 2024Q4: 556 shares; 2025Q1: 541 shares; 2025Q2: 516 shares; 2025Q3: 516 shares; 2025Q4: 516 shares 516 $162K 0.01% 0 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,489 shares; 2024Q4: 1,489 shares; 2025Q1: 1,615 shares; 2025Q2: 1,615 shares; 2025Q3: 1,615 shares; 2025Q4: 1,615 shares 1,615 $159K 0.01% 0 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: 1,450 shares; 2024Q4: 1,450 shares; 2025Q1: 1,450 shares; 2025Q2: 1,450 shares; 2025Q3: 1,400 shares; 2025Q4: 1,400 shares 1,400 $158K 0.01% 0 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 183 shares; 2024Q4: 183 shares; 2025Q1: 700 shares; 2025Q2: 700 shares; 2025Q3: 700 shares; 2025Q4: 700 shares 700 $156K 0.01% 0 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,510 shares; 2024Q4: 1,510 shares; 2025Q1: 1,510 shares; 2025Q2: 1,510 shares; 2025Q3: 1,260 shares; 2025Q4: 1,260 shares 1,260 $155K 0.01% 0 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 591 shares; 2024Q4: 591 shares; 2025Q1: 591 shares; 2025Q2: 591 shares; 2025Q3: 591 shares; 2025Q4: 591 shares 591 $155K 0.01% 0 Timeline QBTS D-WAVE QUANTUM INC More: the full row for D-WAVE QUANTUM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,865 shares 5,865 $153K 0.01% new Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,101 shares; 2024Q4: 1,101 shares; 2025Q1: 1,101 shares; 2025Q2: 1,101 shares; 2025Q3: 1,101 shares; 2025Q4: 1,101 shares 1,101 $149K 0.01% 0 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: 2,161 shares; 2024Q4: 2,161 shares; 2025Q1: 2,161 shares; 2025Q2: 2,149 shares; 2025Q3: 1,865 shares; 2025Q4: 1,899 shares 1,899 $149K 0.01% +34 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,498 shares; 2024Q4: 2,498 shares; 2025Q1: 2,418 shares; 2025Q2: 2,418 shares; 2025Q3: 2,168 shares; 2025Q4: 2,168 shares 2,168 $149K 0.01% 0 Timeline FNDA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,369 shares; 2024Q4: 4,738 shares; 2025Q1: 4,738 shares; 2025Q2: 4,738 shares; 2025Q3: 4,738 shares; 2025Q4: 4,738 shares 4,738 $149K 0.01% 0 Timeline IMTM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,015 shares; 2024Q4: 2,953 shares; 2025Q1: 2,953 shares; 2025Q2: 2,953 shares; 2025Q3: 3,133 shares; 2025Q4: 3,074 shares 3,074 $148K 0.01% -59 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 535 shares; 2025Q2: 535 shares; 2025Q3: 535 shares; 2025Q4: 535 shares 535 $148K 0.01% 0 Timeline RS RELIANCE INC More: the full row for RELIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 645 shares; 2024Q4: 510 shares; 2025Q1: 510 shares; 2025Q2: 510 shares; 2025Q3: 510 shares; 2025Q4: 510 shares 510 $148K 0.01% 0 Timeline VSS 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: 390 shares; 2024Q4: 949 shares; 2025Q1: 949 shares; 2025Q2: 895 shares; 2025Q3: 1,028 shares; 2025Q4: 1,021 shares 1,021 $146K 0.01% -7 Timeline FBIN FORTUNE BRANDS INNOVATIONS I More: the full row for FORTUNE BRANDS INNOVATIONS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,031 shares; 2024Q4: 3,031 shares; 2025Q1: 2,898 shares; 2025Q2: 2,898 shares; 2025Q3: 2,898 shares; 2025Q4: 2,898 shares 2,898 $146K 0.01% 0 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: 47 shares; 2024Q4: 45 shares; 2025Q1: 45 shares; 2025Q2: 45 shares; 2025Q3: 43 shares; 2025Q4: 43 shares 43 $145K 0.01% 0 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,725 shares; 2024Q4: 2,725 shares; 2025Q1: 2,725 shares; 2025Q2: 2,725 shares; 2025Q3: 2,725 shares; 2025Q4: 2,725 shares 2,725 $145K 0.01% 0 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 510 shares; 2024Q4: 510 shares; 2025Q1: 700 shares; 2025Q2: 700 shares; 2025Q3: 700 shares; 2025Q4: 700 shares 700 $144K 0.01% 0 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,644 shares; 2024Q4: 1,644 shares; 2025Q1: 1,386 shares; 2025Q2: 1,386 shares; 2025Q3: 1,386 shares; 2025Q4: 1,386 shares 1,386 $144K 0.01% 0 Timeline BFAM BRIGHT HORIZONS FAM SOL IN D More: the full row for BRIGHT HORIZONS FAM SOL IN D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,577 shares; 2024Q4: 1,577 shares; 2025Q1: 1,426 shares; 2025Q2: 1,426 shares; 2025Q3: 1,426 shares; 2025Q4: 1,426 shares 1,426 $144K 0.01% 0 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,778 shares; 2024Q4: 1,778 shares; 2025Q1: 1,778 shares; 2025Q2: 1,778 shares; 2025Q3: 1,778 shares; 2025Q4: 2,053 shares 2,053 $144K 0.01% +275 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: 1,272 shares; 2024Q4: 1,272 shares; 2025Q1: 1,272 shares; 2025Q2: 1,068 shares; 2025Q3: 1,068 shares; 2025Q4: 1,113 shares 1,113 $143K 0.01% +45 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: 1,660 shares; 2024Q4: 1,660 shares; 2025Q1: 1,660 shares; 2025Q2: 1,660 shares; 2025Q3: 1,660 shares; 2025Q4: 1,660 shares 1,660 $142K 0.01% 0 Timeline IVLU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,252 shares; 2024Q4: 3,546 shares; 2025Q1: 3,546 shares; 2025Q2: 3,546 shares; 2025Q3: 3,777 shares; 2025Q4: 3,674 shares 3,674 $141K 0.01% -103 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: 510 shares; 2024Q4: 510 shares; 2025Q1: 510 shares; 2025Q2: 510 shares; 2025Q3: 510 shares; 2025Q4: 510 shares 510 $140K 0.01% 0 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,405 shares; 2024Q4: 1,373 shares; 2025Q1: 1,194 shares; 2025Q2: 1,194 shares; 2025Q3: 1,194 shares; 2025Q4: 1,452 shares 1,452 $139K 0.01% +258 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 841 shares; 2024Q4: 841 shares; 2025Q1: 841 shares; 2025Q2: 841 shares; 2025Q3: 841 shares; 2025Q4: 841 shares 841 $139K 0.01% 0 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,328 shares; 2024Q4: 1,328 shares; 2025Q1: 1,328 shares; 2025Q2: 1,328 shares; 2025Q3: 1,328 shares; 2025Q4: 1,328 shares 1,328 $138K 0.01% 0 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: 2,116 shares; 2024Q4: 4,232 shares; 2025Q1: 4,232 shares; 2025Q2: 4,232 shares; 2025Q3: 5,382 shares; 2025Q4: 5,707 shares 5,707 $138K 0.01% +325 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,281 shares; 2024Q4: 1,225 shares; 2025Q1: 1,274 shares; 2025Q2: 1,149 shares; 2025Q3: 1,010 shares; 2025Q4: 994 shares 994 $137K 0.01% -16 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: 800 shares; 2024Q4: 800 shares; 2025Q1: 800 shares; 2025Q2: 816 shares; 2025Q3: 800 shares; 2025Q4: 800 shares 800 $136K 0.01% 0 Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 125 shares; 2024Q4: 125 shares; 2025Q1: 125 shares; 2025Q2: 125 shares; 2025Q3: 328 shares; 2025Q4: 328 shares 328 $136K 0.01% 0 Timeline TRMB TRIMBLE INC More: the full row for TRIMBLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,705 shares; 2024Q4: 2,305 shares; 2025Q1: 2,305 shares; 2025Q2: 1,705 shares; 2025Q3: 1,705 shares; 2025Q4: 1,716 shares 1,716 $135K 0.01% +11 Timeline UBSI UNITED BANKSHARES INC WEST V More: the full row for UNITED BANKSHARES INC WEST V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,520 shares 3,520 $135K 0.01% new Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 676 shares; 2024Q4: 760 shares; 2025Q1: 700 shares; 2025Q2: 700 shares; 2025Q3: 662 shares; 2025Q4: 616 shares 616 $133K 0.01% -46 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,150 shares; 2025Q4: 1,070 shares 1,070 $133K 0.01% -80 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,875 shares; 2024Q4: 1,855 shares; 2025Q1: 1,759 shares; 2025Q2: 1,759 shares; 2025Q3: 1,049 shares; 2025Q4: 1,025 shares 1,025 $132K 0.01% -24 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: 1,774 shares; 2024Q4: 1,774 shares; 2025Q1: 1,774 shares; 2025Q2: 1,774 shares; 2025Q3: 1,774 shares; 2025Q4: 1,788 shares 1,788 $132K 0.01% +14 Timeline WTM WHITE MTNS INS GROUP LTD More: the full row for WHITE MTNS INS GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82 shares; 2024Q4: 73 shares; 2025Q1: 73 shares; 2025Q2: 64 shares; 2025Q3: 64 shares; 2025Q4: 64 shares 64 $132K 0.01% 0 Timeline NVMI NOVA LTD More: the full row for NOVA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 400 shares; 2025Q4: 400 shares 400 $131K 0.01% 0 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,380 shares; 2024Q4: 1,380 shares; 2025Q1: 1,186 shares; 2025Q2: 1,092 shares; 2025Q3: 632 shares; 2025Q4: 632 shares 632 $130K 0.01% 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: 2,600 shares; 2024Q4: 2,600 shares; 2025Q1: 2,600 shares; 2025Q2: 2,600 shares; 2025Q3: 2,720 shares; 2025Q4: 2,727 shares 2,727 $130K 0.01% +7 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: 600 shares; 2024Q4: 592 shares; 2025Q1: 524 shares; 2025Q2: 617 shares; 2025Q3: 617 shares; 2025Q4: 727 shares 727 $129K 0.01% +110 Timeline ALV AUTOLIV INC More: the full row for AUTOLIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,260 shares; 2024Q4: 1,156 shares; 2025Q1: 1,156 shares; 2025Q2: 1,156 shares; 2025Q3: 1,099 shares; 2025Q4: 1,099 shares 1,099 $129K 0.01% 0 Timeline SPXC SPX TECHNOLOGIES INC More: the full row for SPX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 630 shares; 2024Q4: 630 shares; 2025Q1: 630 shares; 2025Q2: 630 shares; 2025Q3: 630 shares; 2025Q4: 630 shares 630 $126K 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: 1,937 shares; 2024Q4: 1,252 shares; 2025Q1: 1,414 shares; 2025Q2: 1,414 shares; 2025Q3: 1,532 shares; 2025Q4: 1,532 shares 1,532 $125K 0.01% 0 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,656 shares 2,656 $124K 0.01% new Timeline PIO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,800 shares; 2024Q4: 2,800 shares; 2025Q1: 2,800 shares; 2025Q2: 2,800 shares; 2025Q3: 2,800 shares; 2025Q4: 2,800 shares 2,800 $124K 0.01% 0 Timeline RBA RB GLOBAL INC More: the full row for RB GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,200 shares; 2024Q4: 1,200 shares; 2025Q1: 1,200 shares; 2025Q2: 1,200 shares; 2025Q3: 1,200 shares; 2025Q4: 1,200 shares 1,200 $123K 0.01% 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: 143 shares; 2024Q4: 137 shares; 2025Q1: 594 shares; 2025Q2: 257 shares; 2025Q3: 257 shares; 2025Q4: 257 shares 257 $120K 0.01% 0 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 775 shares; 2024Q4: 581 shares; 2025Q1: 581 shares; 2025Q2: 581 shares; 2025Q3: 581 shares; 2025Q4: 581 shares 581 $119K 0.01% 0 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: 817 shares; 2024Q4: 817 shares; 2025Q1: 980 shares; 2025Q2: 1,024 shares; 2025Q3: 774 shares; 2025Q4: 863 shares 863 $118K 0.01% +89 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: 467 shares; 2024Q4: 467 shares; 2025Q1: 467 shares; 2025Q2: 467 shares; 2025Q3: 467 shares; 2025Q4: 467 shares 467 $118K 0.01% 0 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,022 shares; 2025Q2: 1,022 shares; 2025Q3: 942 shares; 2025Q4: 722 shares 722 $117K 0.01% -220 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: 84 shares; 2024Q4: 84 shares; 2025Q1: 84 shares; 2025Q2: 84 shares; 2025Q3: 84 shares; 2025Q4: 84 shares 84 $117K 0.01% 0 Timeline UFOX ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,830 shares; 2024Q4: 1,830 shares; 2025Q1: 1,830 shares; 2025Q2: 1,830 shares; 2025Q3: 1,830 shares; 2025Q4: 1,830 shares 1,830 $117K 0.01% 0 Timeline CUT 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: 4,000 shares; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 4,000 shares; 2025Q3: 4,000 shares; 2025Q4: 4,000 shares 4,000 $116K 0.01% 0 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 670 shares; 2024Q4: 670 shares; 2025Q1: 670 shares; 2025Q2: 670 shares; 2025Q3: 670 shares; 2025Q4: 670 shares 670 $114K 0.01% 0 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: 188 shares; 2024Q4: 188 shares; 2025Q1: 188 shares; 2025Q2: 188 shares; 2025Q3: 188 shares; 2025Q4: 187 shares 187 $114K 0.01% -1 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,673 shares; 2024Q4: 1,673 shares; 2025Q1: 1,673 shares; 2025Q2: 1,673 shares; 2025Q3: 1,673 shares; 2025Q4: 1,673 shares 1,673 $113K <0.01% 0 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,500 shares 2,500 $111K <0.01% new Timeline OILK PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,200 shares; 2025Q1: 5,720 shares; 2025Q2: 5,500 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares 3,000 $111K <0.01% 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: 678 shares; 2024Q4: 678 shares; 2025Q1: 678 shares; 2025Q2: 678 shares; 2025Q3: 678 shares; 2025Q4: 678 shares 678 $110K <0.01% 0 Timeline CIGI COLLIERS INTL GROUP INC More: the full row for COLLIERS INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 746 shares; 2025Q4: 746 shares 746 $110K <0.01% 0 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: 175 shares; 2024Q4: 175 shares; 2025Q1: 175 shares; 2025Q2: 175 shares; 2025Q3: 175 shares; 2025Q4: 175 shares 175 $109K <0.01% 0 Timeline ZBRA ZEBRA TECHNOLOGIES CORPORATI More: the full row for ZEBRA TECHNOLOGIES CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 436 shares; 2024Q4: 436 shares; 2025Q1: 436 shares; 2025Q2: 436 shares; 2025Q3: 436 shares; 2025Q4: 444 shares 444 $108K <0.01% +8 Timeline R RYDER SYS INC More: the full row for RYDER SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: 557 shares; 2025Q1: 557 shares; 2025Q2: 557 shares; 2025Q3: 557 shares; 2025Q4: 557 shares 557 $107K <0.01% 0 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: 440 shares; 2024Q4: 440 shares; 2025Q1: 440 shares; 2025Q2: 440 shares; 2025Q3: 440 shares; 2025Q4: 540 shares 540 $106K <0.01% +100 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,341 shares; 2024Q4: 11,231 shares; 2025Q1: 11,171 shares; 2025Q2: 11,108 shares; 2025Q3: 11,108 shares; 2025Q4: 748 shares 748 $106K <0.01% -10,360 Timeline AOS SMITH A O CORP More: the full row for SMITH A O CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,570 shares; 2024Q4: 1,570 shares; 2025Q1: 1,570 shares; 2025Q2: 1,570 shares; 2025Q3: 1,570 shares; 2025Q4: 1,570 shares 1,570 $105K <0.01% 0 Timeline IEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,533 shares; 2024Q4: 1,533 shares; 2025Q1: 1,533 shares; 2025Q2: 1,533 shares; 2025Q3: 1,533 shares; 2025Q4: 1,533 shares 1,533 $105K <0.01% 0 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: 1,823 shares; 2024Q4: 3,646 shares; 2025Q1: 3,646 shares; 2025Q2: 3,646 shares; 2025Q3: 3,646 shares; 2025Q4: 3,646 shares 3,646 $104K <0.01% 0 Timeline LII LENNOX INTL INC More: the full row for LENNOX INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 216 shares; 2024Q4: 216 shares; 2025Q1: 216 shares; 2025Q2: 216 shares; 2025Q3: 216 shares; 2025Q4: 216 shares 216 $104K <0.01% 0 Timeline DLTR DOLLAR TREE INC More: the full row for DOLLAR TREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 883 shares; 2024Q4: 847 shares; 2025Q1: 847 shares; 2025Q2: 847 shares; 2025Q3: 847 shares; 2025Q4: 847 shares 847 $104K <0.01% 0 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: 425 shares; 2024Q4: 425 shares; 2025Q1: 425 shares; 2025Q2: 425 shares; 2025Q3: 425 shares; 2025Q4: 425 shares 425 $103K <0.01% 0 Timeline AMG AFFILIATED MANAGERS GROUP More: the full row for AFFILIATED MANAGERS GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 410 shares; 2024Q4: 410 shares; 2025Q1: 410 shares; 2025Q2: 410 shares; 2025Q3: 360 shares; 2025Q4: 360 shares 360 $103K <0.01% 0 Timeline VTHR 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: 13,391 shares; 2024Q4: 340 shares; 2025Q1: 340 shares; 2025Q2: 340 shares; 2025Q3: 340 shares; 2025Q4: 340 shares 340 $103K <0.01% 0 Timeline ICLR ICON PUB LTD CO More: the full row for ICON PUB LTD CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 559 shares; 2025Q4: 559 shares 559 $102K <0.01% 0 Timeline HXL HEXCEL CORP NEW More: the full row for HEXCEL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,774 shares; 2024Q4: 1,774 shares; 2025Q1: 1,377 shares; 2025Q2: 1,377 shares; 2025Q3: 1,377 shares; 2025Q4: 1,377 shares 1,377 $102K <0.01% 0 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,515 shares; 2024Q4: 7,158 shares; 2025Q1: 6,163 shares; 2025Q2: 8,767 shares; 2025Q3: 5,108 shares; 2025Q4: 4,320 shares 4,320 $101K <0.01% -788 Timeline ATR APTARGROUP INC More: the full row for APTARGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 800 shares; 2024Q4: 800 shares; 2025Q1: 800 shares; 2025Q2: 800 shares; 2025Q3: 800 shares; 2025Q4: 800 shares 800 $98K <0.01% 0 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: 1,970 shares; 2024Q4: 1,970 shares; 2025Q1: 1,970 shares; 2025Q2: 1,970 shares; 2025Q3: 1,970 shares; 2025Q4: 1,970 shares 1,970 $98K <0.01% 0 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: 383 shares; 2024Q4: 388 shares; 2025Q1: 425 shares; 2025Q2: 425 shares; 2025Q3: 272 shares; 2025Q4: 272 shares 272 $97K <0.01% 0 Timeline RUSHA RUSH ENTERPRISES INC More: the full row for RUSH ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 183 shares; 2024Q4: 183 shares; 2025Q1: 183 shares; 2025Q2: 1,765 shares; 2025Q3: 1,765 shares; 2025Q4: 1,779 shares 1,779 $96K <0.01% +14 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 467 shares; 2024Q4: 467 shares; 2025Q1: 467 shares; 2025Q2: 467 shares; 2025Q3: 467 shares; 2025Q4: 467 shares 467 $96K <0.01% 0 Timeline NMIH NMI HLDGS INC More: the full row for NMI HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 223 shares; 2024Q4: 223 shares; 2025Q1: 223 shares; 2025Q2: 2,354 shares; 2025Q3: 2,354 shares; 2025Q4: 2,354 shares 2,354 $96K <0.01% 0 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 918 shares; 2024Q4: 1,099 shares; 2025Q1: 1,099 shares; 2025Q2: 1,099 shares; 2025Q3: 1,099 shares; 2025Q4: 1,099 shares 1,099 $95K <0.01% 0 Timeline ITT ITT INC More: the full row for ITT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 581 shares; 2024Q4: 581 shares; 2025Q1: 581 shares; 2025Q2: 550 shares; 2025Q3: 550 shares; 2025Q4: 550 shares 550 $95K <0.01% 0 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 591 shares; 2024Q4: 591 shares; 2025Q1: 565 shares; 2025Q2: 565 shares; 2025Q3: 565 shares; 2025Q4: 565 shares 565 $95K <0.01% 0 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 976 shares; 2024Q4: 976 shares; 2025Q1: 976 shares; 2025Q2: 976 shares; 2025Q3: 976 shares; 2025Q4: 1,227 shares 1,227 $95K <0.01% +251 Timeline PSMT PRICESMART INC More: the full row for PRICESMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 980 shares; 2024Q4: 980 shares; 2025Q1: 980 shares; 2025Q2: 980 shares; 2025Q3: 764 shares; 2025Q4: 764 shares 764 $94K <0.01% 0 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,019 shares; 2024Q4: 1,019 shares; 2025Q1: 831 shares; 2025Q2: 831 shares; 2025Q3: 614 shares; 2025Q4: 674 shares 674 $94K <0.01% +60 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: 1,831 shares; 2024Q4: 1,831 shares; 2025Q1: 1,831 shares; 2025Q2: 1,831 shares; 2025Q3: 1,831 shares; 2025Q4: 2,081 shares 2,081 $93K <0.01% +250 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,396 shares; 2024Q4: 1,396 shares; 2025Q1: 1,396 shares; 2025Q2: 1,483 shares; 2025Q3: 1,483 shares; 2025Q4: 2,099 shares 2,099 $93K <0.01% +616 Timeline AGCO AGCO CORP More: the full row for AGCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90 shares; 2024Q4: 90 shares; 2025Q1: 90 shares; 2025Q2: 90 shares; 2025Q3: 890 shares; 2025Q4: 890 shares 890 $93K <0.01% 0 Timeline EMN EASTMAN CHEM CO More: the full row for EASTMAN CHEM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 432 shares; 2024Q4: 1,494 shares; 2025Q1: 1,494 shares; 2025Q2: 1,494 shares; 2025Q3: 1,447 shares; 2025Q4: 1,447 shares 1,447 $92K <0.01% 0 Timeline TXRH TEXAS ROADHOUSE INC More: the full row for TEXAS ROADHOUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 554 shares; 2025Q4: 554 shares 554 $91K <0.01% 0 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,275 shares; 2025Q3: 1,275 shares; 2025Q4: 1,275 shares 1,275 $91K <0.01% 0 Timeline SIGI SELECTIVE INS GROUP INC More: the full row for SELECTIVE INS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,088 shares; 2024Q4: 1,088 shares; 2025Q1: 1,068 shares; 2025Q2: 1,068 shares; 2025Q3: 1,068 shares; 2025Q4: 1,068 shares 1,068 $90K <0.01% 0 Timeline ERII ENERGY RECOVERY INC More: the full row for ENERGY RECOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,700 shares; 2024Q4: 6,700 shares; 2025Q1: 6,700 shares; 2025Q2: 6,700 shares; 2025Q3: 6,700 shares; 2025Q4: 6,700 shares 6,700 $90K <0.01% 0 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 209 shares; 2024Q4: 209 shares; 2025Q1: 209 shares; 2025Q2: 1,676 shares; 2025Q3: 1,676 shares; 2025Q4: 1,676 shares 1,676 $89K <0.01% 0 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 914 shares; 2024Q4: 914 shares; 2025Q1: 914 shares; 2025Q2: 914 shares; 2025Q3: 914 shares; 2025Q4: 914 shares 914 $89K <0.01% 0 Timeline DFJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 925 shares; 2024Q4: 925 shares; 2025Q1: 925 shares; 2025Q2: 925 shares; 2025Q3: 925 shares; 2025Q4: 925 shares 925 $89K <0.01% 0 Timeline TMHC TAYLOR MORRISON HOME CORP More: the full row for TAYLOR MORRISON HOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94 shares; 2024Q4: 94 shares; 2025Q1: 94 shares; 2025Q2: 1,483 shares; 2025Q3: 1,483 shares; 2025Q4: 1,483 shares 1,483 $88K <0.01% 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: 245 shares; 2024Q4: 245 shares; 2025Q1: 245 shares; 2025Q2: 245 shares; 2025Q3: 245 shares; 2025Q4: 263 shares 263 $88K <0.01% +18 Timeline