AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,018,585 shares; 2024Q1: 1,026,739 shares; 2024Q2: 1,038,104 shares; 2024Q3: 1,032,890 shares; 2024Q4: 1,002,672 shares 1,002,672 $251M 6.7% -30,218 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 480,277 shares; 2024Q1: 430,229 shares; 2024Q2: 435,761 shares; 2024Q3: 441,259 shares; 2024Q4: 432,342 shares 432,342 $182M 4.86% -8,917 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 644,426 shares; 2024Q1: 1,968,275 shares; 2024Q2: 1,997,996 shares; 2024Q3: 2,023,557 shares; 2024Q4: 1,976,278 shares 1,976,278 $179M 4.76% -47,279 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 709,641 shares; 2024Q1: 715,015 shares; 2024Q2: 720,535 shares; 2024Q3: 730,200 shares; 2024Q4: 714,076 shares 714,076 $171M 4.57% -16,124 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 844,804 shares; 2024Q1: 847,026 shares; 2024Q2: 855,074 shares; 2024Q3: 872,306 shares; 2024Q4: 853,050 shares 853,050 $161M 4.31% -19,256 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 278,775 shares; 2024Q1: 281,379 shares; 2024Q2: 287,626 shares; 2024Q3: 291,548 shares; 2024Q4: 289,573 shares 289,573 $131M 3.5% -1,975 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 495,886 shares; 2024Q1: 499,011 shares; 2024Q2: 514,832 shares; 2024Q3: 537,326 shares; 2024Q4: 597,098 shares 597,098 $131M 3.5% +59,772 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 756,363 shares; 2024Q1: 764,664 shares; 2024Q2: 771,156 shares; 2024Q3: 787,081 shares; 2024Q4: 780,304 shares 780,304 $113M 3.02% -6,777 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 965,762 shares; 2024Q1: 980,346 shares; 2024Q2: 1,005,555 shares; 2024Q3: 1,026,318 shares; 2024Q4: 1,023,803 shares 1,023,803 $110M 2.94% -2,515 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 314,797 shares; 2024Q1: 323,490 shares; 2024Q2: 335,098 shares; 2024Q3: 343,477 shares; 2024Q4: 344,098 shares 344,098 $109M 2.9% +621 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 245,706 shares; 2024Q1: 243,485 shares; 2024Q2: 250,768 shares; 2024Q3: 255,117 shares; 2024Q4: 252,757 shares 252,757 $98.3M 2.62% -2,360 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,416,070 shares; 2024Q1: 1,424,546 shares; 2024Q2: 1,490,206 shares; 2024Q3: 1,528,051 shares; 2024Q4: 1,539,557 shares 1,539,557 $91.1M 2.43% +11,506 Timeline SFBS SERVISFIRST BANCSHARES INC More: the full row for SERVISFIRST BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 52,285 shares; 2024Q1: 52,028 shares; 2024Q2: 953,104 shares; 2024Q3: 834,846 shares; 2024Q4: 947,367 shares 947,367 $80.3M 2.14% +112,521 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 521,929 shares; 2024Q1: 533,781 shares; 2024Q2: 537,141 shares; 2024Q3: 540,579 shares; 2024Q4: 534,895 shares 534,895 $77.4M 2.06% -5,684 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 987,632 shares; 2024Q1: 993,342 shares; 2024Q2: 939,232 shares; 2024Q3: 906,662 shares; 2024Q4: 915,908 shares 915,908 $75.4M 2.01% +9,246 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 654,391 shares; 2024Q1: 653,984 shares; 2024Q2: 970,077 shares; 2024Q3: 979,649 shares; 2024Q4: 962,364 shares 962,364 $75.2M 2.01% -17,285 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 250,368 shares; 2024Q1: 254,686 shares; 2024Q2: 267,616 shares; 2024Q3: 326,314 shares; 2024Q4: 331,622 shares 331,622 $74.9M 2% +5,308 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 118,242 shares; 2024Q1: 122,799 shares; 2024Q2: 220,703 shares; 2024Q3: 216,408 shares; 2024Q4: 411,401 shares 411,401 $74.9M 2% +194,993 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 83,894 shares; 2024Q1: 83,995 shares; 2024Q2: 85,591 shares; 2024Q3: 77,609 shares; 2024Q4: 77,231 shares 77,231 $70.8M 1.89% -378 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 96,305 shares; 2024Q1: 98,869 shares; 2024Q2: 111,140 shares; 2024Q3: 112,471 shares; 2024Q4: 119,288 shares 119,288 $70.2M 1.87% +6,817 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 6,747 shares; 2024Q1: 6,687 shares; 2024Q2: 228,357 shares; 2024Q3: 367,361 shares; 2024Q4: 512,428 shares 512,428 $61.9M 1.65% +145,067 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 333,691 shares; 2024Q1: 339,520 shares; 2024Q2: 556,215 shares; 2024Q3: 563,981 shares; 2024Q4: 570,343 shares 570,343 $60.3M 1.61% +6,362 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 353,541 shares; 2024Q1: 354,819 shares; 2024Q2: 366,727 shares; 2024Q3: 372,126 shares; 2024Q4: 352,023 shares 352,023 $59M 1.57% -20,103 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 537,506 shares; 2024Q1: 495,213 shares; 2024Q2: 501,893 shares; 2024Q3: 513,289 shares; 2024Q4: 511,153 shares 511,153 $58.2M 1.55% -2,136 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 414,747 shares; 2024Q1: 429,280 shares; 2024Q2: 446,898 shares; 2024Q3: 458,395 shares; 2024Q4: 457,736 shares 457,736 $55.3M 1.48% -659 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 43,278 shares; 2024Q1: 45,846 shares; 2024Q2: 34,206 shares; 2024Q3: 436,093 shares; 2024Q4: 438,226 shares 438,226 $55.3M 1.47% +2,133 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 440,114 shares; 2024Q1: 445,176 shares; 2024Q2: 468,842 shares; 2024Q3: 473,703 shares; 2024Q4: 480,150 shares 480,150 $53.5M 1.43% +6,447 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 243,646 shares; 2024Q1: 196,518 shares; 2024Q2: 210,073 shares; 2024Q3: 220,369 shares; 2024Q4: 225,199 shares 225,199 $51.7M 1.38% +4,830 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 96,888 shares; 2024Q1: 99,281 shares; 2024Q2: 102,857 shares; 2024Q3: 104,703 shares; 2024Q4: 105,090 shares 105,090 $51.1M 1.36% +387 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 12,454 shares; 2024Q1: 12,627 shares; 2024Q2: 11,566 shares; 2024Q3: 565,830 shares; 2024Q4: 670,616 shares 670,616 $50.7M 1.35% +104,786 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 101,636 shares; 2024Q1: 104,066 shares; 2024Q2: 109,801 shares; 2024Q3: 114,042 shares; 2024Q4: 115,333 shares 115,333 $48.9M 1.3% +1,291 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 66,718 shares; 2024Q1: 53,795 shares; 2024Q2: 56,137 shares; 2024Q3: 56,999 shares; 2024Q4: 56,283 shares 56,283 $43.5M 1.16% -716 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 464,521 shares; 2024Q1: 453,956 shares; 2024Q2: 481,324 shares; 2024Q3: 495,628 shares; 2024Q4: 482,633 shares 482,633 $41.2M 1.1% -12,995 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 10,746 shares; 2024Q1: 10,729 shares; 2024Q2: 10,295 shares; 2024Q3: 159,390 shares; 2024Q4: 157,469 shares 157,469 $36.5M 0.97% -1,921 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 181,554 shares; 2024Q1: 205,084 shares; 2024Q2: 239,374 shares; 2024Q3: 252,847 shares; 2024Q4: 261,782 shares 261,782 $33.8M 0.9% +8,935 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 43,606 shares; 2024Q1: 43,733 shares; 2024Q2: 46,810 shares; 2024Q3: 46,245 shares; 2024Q4: 45,518 shares 45,518 $26.7M 0.71% -727 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 14,580 shares; 2024Q1: 13,737 shares; 2024Q2: 137,249 shares; 2024Q3: 141,517 shares; 2024Q4: 151,844 shares 151,844 $20.4M 0.54% +10,327 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 29,114 shares; 2024Q1: 31,098 shares; 2024Q2: 33,369 shares; 2024Q3: 33,494 shares; 2024Q4: 37,166 shares 37,166 $19M 0.51% +3,672 Timeline CLF CLEVELAND-CLIFFS INC NEW More: the full row for CLEVELAND-CLIFFS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,021,210 shares 2,021,210 $19M 0.51% new Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 35,624 shares; 2024Q1: 35,103 shares; 2024Q2: 35,375 shares; 2024Q3: 35,660 shares; 2024Q4: 35,260 shares 35,260 $19M 0.51% -400 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 79,064 shares; 2024Q2: 80,364 shares; 2024Q3: 84,705 shares; 2024Q4: 84,108 shares 84,108 $16.6M 0.44% -597 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 91,767 shares; 2024Q1: 92,286 shares; 2024Q2: 92,599 shares; 2024Q3: 91,939 shares; 2024Q4: 92,221 shares 92,221 $15.4M 0.41% +282 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 220,926 shares; 2024Q1: 226,152 shares; 2024Q2: 233,382 shares; 2024Q3: 235,468 shares; 2024Q4: 240,433 shares 240,433 $15M 0.4% +4,965 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 34,195 shares; 2024Q1: 33,958 shares; 2024Q2: 34,178 shares; 2024Q3: 34,058 shares; 2024Q4: 34,733 shares 34,733 $14.5M 0.39% +675 Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 91,711 shares; 2024Q1: 91,705 shares; 2024Q2: 91,715 shares; 2024Q3: 92,328 shares; 2024Q4: 92,338 shares 92,338 $14.3M 0.38% +10 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 68,401 shares; 2024Q1: 67,584 shares; 2024Q2: 67,665 shares; 2024Q3: 67,332 shares; 2024Q4: 65,071 shares 65,071 $13.1M 0.35% -2,261 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 37,351 shares; 2024Q1: 36,016 shares; 2024Q2: 34,625 shares; 2024Q3: 98,887 shares; 2024Q4: 99,413 shares 99,413 $12.5M 0.33% +526 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 38,261 shares; 2024Q1: 38,249 shares; 2024Q2: 37,518 shares; 2024Q3: 38,155 shares; 2024Q4: 38,742 shares 38,742 $11.2M 0.3% +587 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 23,964 shares; 2024Q1: 25,495 shares; 2024Q2: 27,243 shares; 2024Q3: 39,987 shares; 2024Q4: 40,444 shares 40,444 $10.9M 0.29% +457 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 108,315 shares; 2024Q1: 108,315 shares; 2024Q2: 109,679 shares; 2024Q3: 108,228 shares; 2024Q4: 113,435 shares 113,435 $10M 0.27% +5,207 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 41,936 shares; 2024Q1: 41,893 shares; 2024Q2: 41,541 shares; 2024Q3: 41,610 shares; 2024Q4: 42,937 shares 42,937 $9.79M 0.26% +1,327 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 74,670 shares; 2024Q1: 75,053 shares; 2024Q2: 88,416 shares; 2024Q3: 87,610 shares; 2024Q4: 75,655 shares 75,655 $9.27M 0.25% -11,955 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 77,726 shares; 2024Q1: 80,018 shares; 2024Q2: 78,688 shares; 2024Q3: 78,794 shares; 2024Q4: 79,552 shares 79,552 $9M 0.24% +758 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 17,102 shares; 2024Q1: 17,731 shares; 2024Q2: 17,243 shares; 2024Q3: 16,992 shares; 2024Q4: 17,655 shares 17,655 $8.93M 0.24% +663 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 14,523 shares; 2024Q1: 15,527 shares; 2024Q2: 15,569 shares; 2024Q3: 15,898 shares; 2024Q4: 16,025 shares 16,025 $8.44M 0.23% +127 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 30,089 shares; 2024Q1: 32,198 shares; 2024Q2: 33,789 shares; 2024Q3: 25,753 shares; 2024Q4: 23,492 shares 23,492 $8.26M 0.22% -2,261 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 0 shares; 2024Q1: 117,628 shares; 2024Q2: 114,385 shares; 2024Q3: 115,296 shares; 2024Q4: 111,715 shares 111,715 $8.01M 0.21% -3,581 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 4,547 shares; 2024Q1: 5,288 shares; 2024Q2: 6,640 shares; 2024Q3: 6,684 shares; 2024Q4: 6,716 shares 6,716 $7.12M 0.19% +32 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 20,101 shares; 2024Q1: 35,094 shares; 2024Q2: 35,094 shares; 2024Q3: 35,094 shares; 2024Q4: 37,016 shares 37,016 $7.07M 0.19% +1,922 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 389,439 shares; 2024Q1: 31,118 shares; 2024Q2: 32,800 shares; 2024Q3: 33,657 shares; 2024Q4: 37,653 shares 37,653 $6.69M 0.18% +3,996 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 86,753 shares; 2024Q1: 87,819 shares; 2024Q2: 69,502 shares; 2024Q3: 71,413 shares; 2024Q4: 70,832 shares 70,832 $6.46M 0.17% -581 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 20,255 shares; 2024Q1: 19,929 shares; 2024Q2: 22,546 shares; 2024Q3: 22,779 shares; 2024Q4: 22,123 shares 22,123 $5.69M 0.15% -656 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 13,745 shares; 2024Q4: 15,378 shares 15,378 $5.68M 0.15% +1,633 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 23,067 shares; 2024Q1: 22,390 shares; 2024Q2: 21,983 shares; 2024Q3: 21,768 shares; 2024Q4: 20,231 shares 20,231 $5.59M 0.15% -1,537 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 47,000 shares; 2024Q1: 50,000 shares; 2024Q2: 52,600 shares; 2024Q3: 51,900 shares; 2024Q4: 56,750 shares 56,750 $5.5M 0.15% +4,850 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 31,434 shares; 2024Q1: 30,491 shares; 2024Q2: 30,367 shares; 2024Q3: 27,544 shares; 2024Q4: 25,200 shares 25,200 $5.35M 0.14% -2,344 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 70,539 shares; 2024Q1: 70,796 shares; 2024Q2: 54,498 shares; 2024Q3: 52,377 shares; 2024Q4: 53,326 shares 53,326 $5.29M 0.14% +949 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 5,123 shares 5,123 $5.25M 0.14% new Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 16,032 shares; 2024Q1: 17,799 shares; 2024Q2: 17,844 shares; 2024Q3: 17,688 shares; 2024Q4: 17,679 shares 17,679 $5.23M 0.14% -9 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 44,408 shares; 2024Q1: 43,548 shares; 2024Q2: 36,220 shares; 2024Q3: 30,492 shares; 2024Q4: 27,769 shares 27,769 $5.21M 0.14% -2,723 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 33,808 shares; 2024Q1: 33,120 shares; 2024Q2: 31,379 shares; 2024Q3: 31,290 shares; 2024Q4: 31,026 shares 31,026 $5.17M 0.14% -264 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 111,790 shares; 2024Q1: 117,423 shares; 2024Q2: 125,843 shares; 2024Q3: 133,861 shares; 2024Q4: 128,833 shares 128,833 $5.15M 0.14% -5,028 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 7,969 shares; 2024Q1: 9,079 shares; 2024Q2: 9,728 shares; 2024Q3: 9,741 shares; 2024Q4: 10,629 shares 10,629 $4.73M 0.13% +888 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 11,244 shares; 2024Q1: 11,523 shares; 2024Q2: 11,886 shares; 2024Q3: 11,527 shares; 2024Q4: 11,554 shares 11,554 $4.64M 0.12% +27 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 8,091 shares; 2024Q1: 9,193 shares; 2024Q2: 9,637 shares; 2024Q3: 9,916 shares; 2024Q4: 7,167 shares 7,167 $4.5M 0.12% -2,749 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 7,628 shares; 2024Q1: 9,038 shares; 2024Q2: 9,011 shares; 2024Q3: 9,011 shares; 2024Q4: 9,266 shares 9,266 $4.35M 0.12% +255 Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 34,123 shares; 2024Q1: 31,161 shares; 2024Q2: 37,855 shares; 2024Q3: 36,616 shares; 2024Q4: 36,216 shares 36,216 $4.04M 0.11% -400 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 18,610 shares; 2024Q1: 17,864 shares; 2024Q2: 17,091 shares; 2024Q3: 17,091 shares; 2024Q4: 17,091 shares 17,091 $4.01M 0.11% 0 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 159,732 shares; 2024Q1: 160,055 shares; 2024Q2: 177,368 shares; 2024Q3: 173,747 shares; 2024Q4: 169,781 shares 169,781 $3.99M 0.11% -3,966 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 17,626 shares; 2024Q1: 19,602 shares; 2024Q2: 19,658 shares; 2024Q3: 22,883 shares; 2024Q4: 25,785 shares 25,785 $3.92M 0.1% +2,902 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 18,677 shares; 2024Q1: 18,570 shares; 2024Q2: 17,946 shares; 2024Q3: 13,173 shares; 2024Q4: 13,173 shares 13,173 $3.82M 0.1% 0 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,545 shares; 2024Q1: 3,863 shares; 2024Q2: 4,460 shares; 2024Q3: 8,579 shares; 2024Q4: 8,857 shares 8,857 $3.64M 0.1% +278 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 10,963 shares; 2024Q1: 138,438 shares; 2024Q2: 255,430 shares; 2024Q3: 258,647 shares; 2024Q4: 13,800 shares 13,800 $3.6M 0.1% -244,847 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,205,355 shares; 2024Q1: 2,232,340 shares; 2024Q2: 265,234 shares; 2024Q3: 202,485 shares; 2024Q4: 166,158 shares 166,158 $3.55M 0.09% -36,327 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 4,437 shares; 2024Q1: 4,802 shares; 2024Q2: 4,932 shares; 2024Q3: 6,770 shares; 2024Q4: 6,788 shares 6,788 $3.53M 0.09% +18 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 19,284 shares; 2024Q1: 19,554 shares; 2024Q2: 19,620 shares; 2024Q3: 20,007 shares; 2024Q4: 18,519 shares 18,519 $3.53M 0.09% -1,488 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 7,902 shares; 2024Q1: 16,820 shares; 2024Q2: 17,108 shares; 2024Q3: 20,898 shares; 2024Q4: 13,560 shares 13,560 $3.5M 0.09% -7,338 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 117,840 shares; 2024Q1: 83,909 shares; 2024Q2: 31,720 shares; 2024Q3: 31,822 shares; 2024Q4: 30,015 shares 30,015 $3.47M 0.09% -1,807 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 37,014 shares; 2024Q1: 38,925 shares; 2024Q2: 42,479 shares; 2024Q3: 45,433 shares; 2024Q4: 46,036 shares 46,036 $3.23M 0.09% +603 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 13,551 shares; 2024Q1: 15,718 shares; 2024Q2: 16,012 shares; 2024Q3: 16,013 shares; 2024Q4: 16,005 shares 16,005 $3.23M 0.09% -8 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 342,739 shares; 2024Q1: 33,284 shares; 2024Q2: 32,040 shares; 2024Q3: 13,328 shares; 2024Q4: 14,518 shares 14,518 $3.19M 0.09% +1,190 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 19,996 shares; 2024Q1: 20,165 shares; 2024Q2: 20,084 shares; 2024Q3: 19,858 shares; 2024Q4: 18,367 shares 18,367 $3.17M 0.08% -1,491 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 4,904 shares; 2024Q1: 6,091 shares; 2024Q2: 8,289 shares; 2024Q3: 17,404 shares; 2024Q4: 18,021 shares 18,021 $3.05M 0.08% +617 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 706 shares; 2024Q1: 701 shares; 2024Q2: 2,454 shares; 2024Q3: 2,496 shares; 2024Q4: 2,538 shares 2,538 $3.01M 0.08% +42 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 5,988 shares; 2024Q1: 5,993 shares; 2024Q2: 6,491 shares; 2024Q3: 6,572 shares; 2024Q4: 8,063 shares 8,063 $2.93M 0.08% +1,491 Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 28,161 shares; 2024Q1: 28,997 shares; 2024Q2: 25,407 shares; 2024Q3: 25,705 shares; 2024Q4: 25,913 shares 25,913 $2.9M 0.08% +208 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 14,346 shares; 2024Q1: 14,400 shares; 2024Q2: 14,620 shares; 2024Q3: 14,697 shares; 2024Q4: 14,821 shares 14,821 $2.9M 0.08% +124 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 4,513 shares; 2024Q1: 6,389 shares; 2024Q2: 6,589 shares; 2024Q3: 6,589 shares; 2024Q4: 6,623 shares 6,623 $2.88M 0.08% +34 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 7,176 shares; 2024Q1: 7,171 shares; 2024Q2: 7,893 shares; 2024Q3: 7,907 shares; 2024Q4: 8,377 shares 8,377 $2.8M 0.07% +470 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 10,338 shares; 2024Q1: 10,387 shares; 2024Q2: 10,809 shares; 2024Q3: 10,888 shares; 2024Q4: 11,213 shares 11,213 $2.77M 0.07% +325 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 9,965 shares; 2024Q1: 9,954 shares; 2024Q2: 9,933 shares; 2024Q3: 9,908 shares; 2024Q4: 9,908 shares 9,908 $2.76M 0.07% 0 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 24,836 shares; 2024Q1: 24,915 shares; 2024Q2: 26,572 shares; 2024Q3: 26,646 shares; 2024Q4: 27,654 shares 27,654 $2.75M 0.07% +1,008 Timeline SNV SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 52,609 shares; 2024Q1: 52,543 shares; 2024Q2: 53,443 shares; 2024Q3: 53,499 shares; 2024Q4: 53,528 shares 53,528 $2.74M 0.07% +29 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 25,380 shares; 2024Q1: 28,916 shares; 2024Q2: 29,614 shares; 2024Q3: 30,291 shares; 2024Q4: 31,599 shares 31,599 $2.72M 0.07% +1,308 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,276 shares; 2024Q1: 3,144 shares; 2024Q2: 6,742 shares; 2024Q3: 6,468 shares; 2024Q4: 6,509 shares 6,509 $2.62M 0.07% +41 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 27,152 shares; 2024Q1: 25,755 shares; 2024Q2: 26,293 shares; 2024Q3: 26,577 shares; 2024Q4: 24,326 shares 24,326 $2.62M 0.07% -2,251 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 4,394 shares; 2024Q1: 5,011 shares; 2024Q2: 5,645 shares; 2024Q3: 9,491 shares; 2024Q4: 9,750 shares 9,750 $2.58M 0.07% +259 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 111,520 shares; 2024Q1: 108,426 shares; 2024Q2: 99,841 shares; 2024Q3: 98,302 shares; 2024Q4: 96,747 shares 96,747 $2.57M 0.07% -1,555 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 41,852 shares; 2024Q1: 41,852 shares; 2024Q2: 42,593 shares; 2024Q3: 45,125 shares; 2024Q4: 45,266 shares 45,266 $2.54M 0.07% +141 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 16,360 shares; 2024Q1: 18,890 shares; 2024Q2: 18,846 shares; 2024Q3: 18,847 shares; 2024Q4: 18,892 shares 18,892 $2.52M 0.07% +45 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 46,363 shares; 2024Q1: 44,992 shares; 2024Q2: 46,674 shares; 2024Q3: 46,895 shares; 2024Q4: 47,104 shares 47,104 $2.46M 0.07% +209 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 32,300 shares; 2024Q1: 29,490 shares; 2024Q2: 30,609 shares; 2024Q3: 31,864 shares; 2024Q4: 30,627 shares 30,627 $2.42M 0.06% -1,237 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 26,673 shares; 2024Q1: 29,350 shares; 2024Q2: 33,678 shares; 2024Q3: 45,672 shares; 2024Q4: 44,377 shares 44,377 $2.4M 0.06% -1,295 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,112 shares; 2024Q1: 1,379 shares; 2024Q2: 3,972 shares; 2024Q3: 3,954 shares; 2024Q4: 3,966 shares 3,966 $2.32M 0.06% +12 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 9,542 shares; 2024Q1: 9,243 shares; 2024Q2: 9,032 shares; 2024Q3: 9,032 shares; 2024Q4: 8,899 shares 8,899 $2.14M 0.06% -133 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,863 shares; 2024Q1: 4,089 shares; 2024Q2: 4,133 shares; 2024Q3: 3,740 shares; 2024Q4: 3,701 shares 3,701 $2.12M 0.06% -39 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 5,057 shares; 2024Q1: 6,071 shares; 2024Q2: 6,686 shares; 2024Q3: 6,969 shares; 2024Q4: 6,983 shares 6,983 $2.03M 0.05% +14 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 13,972 shares; 2024Q1: 15,481 shares; 2024Q2: 16,078 shares; 2024Q3: 19,363 shares; 2024Q4: 20,828 shares 20,828 $1.89M 0.05% +1,465 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 288,917 shares; 2024Q1: 166,517 shares; 2024Q2: 186,517 shares; 2024Q3: 194,445 shares; 2024Q4: 194,445 shares 194,445 $1.89M 0.05% 0 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 7,381 shares; 2024Q1: 10,956 shares; 2024Q2: 12,338 shares; 2024Q3: 19,743 shares; 2024Q4: 16,033 shares 16,033 $1.85M 0.05% -3,710 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 6,337 shares; 2024Q3: 5,950 shares; 2024Q4: 5,590 shares 5,590 $1.84M 0.05% -360 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 4,903 shares; 2024Q1: 4,509 shares; 2024Q2: 5,081 shares; 2024Q3: 5,109 shares; 2024Q4: 5,105 shares 5,105 $1.69M 0.05% -4 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 17,341 shares; 2024Q1: 18,297 shares; 2024Q2: 20,440 shares; 2024Q3: 20,666 shares; 2024Q4: 20,702 shares 20,702 $1.67M 0.04% +36 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 34,364 shares; 2024Q1: 34,833 shares; 2024Q2: 35,926 shares; 2024Q3: 36,010 shares; 2024Q4: 34,019 shares 34,019 $1.66M 0.04% -1,991 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 12,163 shares; 2024Q1: 12,155 shares; 2024Q2: 13,079 shares; 2024Q3: 12,504 shares; 2024Q4: 14,108 shares 14,108 $1.65M 0.04% +1,604 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 14,272 shares; 2024Q1: 13,716 shares; 2024Q2: 13,990 shares; 2024Q3: 12,871 shares; 2024Q4: 13,565 shares 13,565 $1.63M 0.04% +694 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 6,705 shares; 2024Q1: 6,697 shares; 2024Q2: 6,629 shares; 2024Q3: 6,629 shares; 2024Q4: 6,835 shares 6,835 $1.6M 0.04% +206 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 24,987 shares; 2024Q1: 25,490 shares; 2024Q2: 34,333 shares; 2024Q3: 33,747 shares; 2024Q4: 36,296 shares 36,296 $1.6M 0.04% +2,549 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 29,135 shares; 2024Q1: 29,521 shares; 2024Q2: 11,983 shares; 2024Q3: 11,923 shares; 2024Q4: 11,903 shares 11,903 $1.57M 0.04% -20 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 28,548 shares; 2024Q1: 28,572 shares; 2024Q2: 27,118 shares; 2024Q3: 27,143 shares; 2024Q4: 27,666 shares 27,666 $1.56M 0.04% +523 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 17,430 shares; 2024Q1: 19,550 shares; 2024Q2: 20,318 shares; 2024Q3: 33,833 shares; 2024Q4: 35,832 shares 35,832 $1.52M 0.04% +1,999 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 4,193 shares; 2024Q1: 4,857 shares; 2024Q2: 5,184 shares; 2024Q3: 11,259 shares; 2024Q4: 11,561 shares 11,561 $1.5M 0.04% +302 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 8,402 shares; 2024Q1: 8,591 shares; 2024Q2: 8,592 shares; 2024Q3: 8,514 shares; 2024Q4: 6,684 shares 6,684 $1.48M 0.04% -1,830 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,605 shares; 2024Q1: 2,425 shares; 2024Q2: 2,700 shares; 2024Q3: 2,815 shares; 2024Q4: 2,712 shares 2,712 $1.42M 0.04% -103 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,727 shares; 2024Q1: 1,720 shares; 2024Q2: 1,733 shares; 2024Q3: 1,722 shares; 2024Q4: 2,219 shares 2,219 $1.41M 0.04% +497 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 4,774 shares; 2024Q1: 5,170 shares; 2024Q2: 5,272 shares; 2024Q3: 5,536 shares; 2024Q4: 6,095 shares 6,095 $1.38M 0.04% +559 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 360 shares; 2024Q1: 360 shares; 2024Q2: 380 shares; 2024Q3: 3,920 shares; 2024Q4: 4,626 shares 4,626 $1.34M 0.04% +706 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 4,006 shares; 2024Q1: 4,006 shares; 2024Q2: 4,006 shares; 2024Q3: 3,900 shares; 2024Q4: 3,900 shares 3,900 $1.3M 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 51,997 shares; 2024Q1: 52,402 shares; 2024Q2: 55,970 shares; 2024Q3: 54,530 shares; 2024Q4: 56,956 shares 56,956 $1.3M 0.03% +2,426 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 39,869 shares; 2024Q1: 40,668 shares; 2024Q2: 39,131 shares; 2024Q3: 37,616 shares; 2024Q4: 34,431 shares 34,431 $1.29M 0.03% -3,185 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 27,165 shares; 2024Q1: 28,826 shares; 2024Q2: 30,092 shares; 2024Q3: 30,425 shares; 2024Q4: 32,480 shares 32,480 $1.24M 0.03% +2,055 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 7,280 shares; 2024Q1: 7,280 shares; 2024Q2: 8,780 shares; 2024Q3: 9,185 shares; 2024Q4: 9,655 shares 9,655 $1.2M 0.03% +470 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 9,815 shares; 2024Q1: 10,769 shares; 2024Q2: 12,243 shares; 2024Q3: 13,577 shares; 2024Q4: 13,331 shares 13,331 $1.17M 0.03% -246 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 5,293 shares; 2024Q1: 5,321 shares; 2024Q2: 6,156 shares; 2024Q3: 6,443 shares; 2024Q4: 6,331 shares 6,331 $1.16M 0.03% -112 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,004 shares; 2024Q1: 1,978 shares; 2024Q2: 2,140 shares; 2024Q3: 2,454 shares; 2024Q4: 2,778 shares 2,778 $1.12M 0.03% +324 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 360 shares; 2024Q1: 1,122 shares; 2024Q2: 1,114 shares; 2024Q3: 1,007 shares; 2024Q4: 1,008 shares 1,008 $1.11M 0.03% +1 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 4,801 shares; 2024Q1: 5,596 shares; 2024Q2: 6,655 shares; 2024Q3: 11,946 shares; 2024Q4: 12,261 shares 12,261 $1.1M 0.03% +315 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 11,690 shares; 2024Q3: 11,758 shares; 2024Q4: 11,851 shares 11,851 $1.08M 0.03% +93 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 13,222 shares; 2024Q1: 14,141 shares; 2024Q2: 14,925 shares; 2024Q3: 16,418 shares; 2024Q4: 16,318 shares 16,318 $1.07M 0.03% -100 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 10,833 shares; 2024Q1: 10,852 shares; 2024Q2: 11,263 shares; 2024Q3: 22,653 shares; 2024Q4: 27,706 shares 27,706 $1.06M 0.03% +5,053 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 6,293 shares; 2024Q1: 6,330 shares; 2024Q2: 6,341 shares; 2024Q3: 6,381 shares; 2024Q4: 6,574 shares 6,574 $1.01M 0.03% +193 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,040 shares; 2024Q1: 1,025 shares; 2024Q2: 1,170 shares; 2024Q3: 1,205 shares; 2024Q4: 1,121 shares 1,121 $999K 0.03% -84 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,715 shares; 2024Q1: 3,688 shares; 2024Q2: 4,314 shares; 2024Q3: 4,116 shares; 2024Q4: 4,116 shares 4,116 $997K 0.03% 0 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 25,623 shares; 2024Q1: 25,765 shares; 2024Q2: 31,836 shares; 2024Q3: 34,251 shares; 2024Q4: 9,345 shares 9,345 $994K 0.03% -24,906 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,890 shares; 2024Q1: 1,884 shares; 2024Q2: 1,919 shares; 2024Q3: 1,851 shares; 2024Q4: 1,860 shares 1,860 $990K 0.03% +9 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 10,189 shares; 2024Q1: 11,449 shares; 2024Q2: 12,753 shares; 2024Q3: 13,367 shares; 2024Q4: 13,260 shares 13,260 $965K 0.03% -107 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,634 shares; 2024Q1: 2,588 shares; 2024Q2: 2,863 shares; 2024Q3: 2,801 shares; 2024Q4: 2,815 shares 2,815 $957K 0.03% +14 Timeline SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 45,250 shares 45,250 $953K 0.03% new Timeline AIT APPLIED INDL TECHNOLOGIES IN More: the full row for APPLIED INDL TECHNOLOGIES IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2,599 shares; 2024Q3: 1,500 shares; 2024Q4: 3,909 shares 3,909 $936K 0.02% +2,409 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 16,779 shares; 2024Q4: 8,071 shares 8,071 $910K 0.02% -8,708 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 172 shares; 2024Q2: 9,240 shares; 2024Q3: 11,252 shares; 2024Q4: 15,076 shares 15,076 $909K 0.02% +3,824 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 950,270 shares; 2024Q1: 1,001,698 shares; 2024Q2: 2,202,689 shares; 2024Q3: 47,548 shares; 2024Q4: 43,286 shares 43,286 $868K 0.02% -4,262 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 8,165 shares; 2024Q1: 10,619 shares; 2024Q2: 9,987 shares; 2024Q3: 25,097 shares; 2024Q4: 31,262 shares 31,262 $868K 0.02% +6,165 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 9,356 shares; 2024Q3: 26,502 shares; 2024Q4: 28,232 shares 28,232 $867K 0.02% +1,730 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 9,821 shares; 2024Q1: 8,064 shares; 2024Q2: 7,575 shares; 2024Q3: 7,423 shares; 2024Q4: 5,187 shares 5,187 $857K 0.02% -2,236 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 4,879 shares 4,879 $855K 0.02% new Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 5,440 shares; 2024Q2: 8,994 shares; 2024Q3: 11,717 shares; 2024Q4: 12,122 shares 12,122 $853K 0.02% +405 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 494 shares; 2024Q1: 1,078 shares; 2024Q2: 1,212 shares; 2024Q3: 1,597 shares; 2024Q4: 1,215 shares 1,215 $842K 0.02% -382 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,291 shares; 2024Q1: 3,993 shares; 2024Q2: 4,155 shares; 2024Q3: 3,864 shares; 2024Q4: 3,749 shares 3,749 $828K 0.02% -115 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 13,221 shares; 2024Q1: 13,063 shares; 2024Q2: 14,351 shares; 2024Q3: 15,078 shares; 2024Q4: 15,321 shares 15,321 $825K 0.02% +243 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 5,037 shares; 2024Q1: 4,702 shares; 2024Q2: 4,774 shares; 2024Q3: 4,824 shares; 2024Q4: 4,931 shares 4,931 $802K 0.02% +107 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 5,121 shares; 2024Q1: 5,900 shares; 2024Q2: 6,338 shares; 2024Q3: 5,946 shares; 2024Q4: 5,879 shares 5,879 $795K 0.02% -67 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 7,179 shares; 2024Q1: 8,700 shares; 2024Q2: 11,438 shares; 2024Q3: 11,985 shares; 2024Q4: 12,485 shares 12,485 $782K 0.02% +500 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,944 shares; 2024Q1: 1,944 shares; 2024Q2: 2,137 shares; 2024Q3: 2,114 shares; 2024Q4: 2,156 shares 2,156 $776K 0.02% +42 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,654 shares; 2024Q1: 1,480 shares; 2024Q2: 1,666 shares; 2024Q3: 1,528 shares; 2024Q4: 1,471 shares 1,471 $733K 0.02% -57 Timeline JOE ST JOE CO More: the full row for ST JOE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 16,446 shares; 2024Q1: 17,191 shares; 2024Q2: 16,601 shares; 2024Q3: 16,172 shares; 2024Q4: 16,260 shares 16,260 $731K 0.02% +88 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 8,290 shares; 2024Q1: 11,090 shares; 2024Q2: 15,847 shares; 2024Q3: 21,582 shares; 2024Q4: 24,615 shares 24,615 $728K 0.02% +3,033 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 18,076 shares; 2024Q1: 18,188 shares; 2024Q2: 19,683 shares; 2024Q3: 24,866 shares; 2024Q4: 25,846 shares 25,846 $708K 0.02% +980 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,158 shares; 2024Q1: 2,453 shares; 2024Q2: 3,365 shares; 2024Q3: 3,761 shares; 2024Q4: 3,337 shares 3,337 $702K 0.02% -424 Timeline MLPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 12,900 shares; 2024Q3: 8,000 shares; 2024Q4: 11,580 shares 11,580 $701K 0.02% +3,580 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 8,640 shares; 2024Q1: 7,150 shares; 2024Q2: 7,167 shares; 2024Q3: 7,701 shares; 2024Q4: 7,827 shares 7,827 $699K 0.02% +126 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 11,203 shares; 2024Q1: 11,765 shares; 2024Q2: 12,460 shares; 2024Q3: 2,545 shares; 2024Q4: 2,021 shares 2,021 $692K 0.02% -524 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,242 shares; 2024Q1: 3,359 shares; 2024Q2: 3,532 shares; 2024Q3: 3,626 shares; 2024Q4: 3,874 shares 3,874 $691K 0.02% +248 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,344 shares; 2024Q1: 2,889 shares; 2024Q2: 3,684 shares; 2024Q3: 4,388 shares; 2024Q4: 4,596 shares 4,596 $685K 0.02% +208 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 412 shares; 2024Q1: 645 shares; 2024Q2: 743 shares; 2024Q3: 637 shares; 2024Q4: 643 shares 643 $678K 0.02% +6 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 30,216 shares; 2024Q1: 30,704 shares; 2024Q2: 33,329 shares; 2024Q3: 33,838 shares; 2024Q4: 34,320 shares 34,320 $672K 0.02% +482 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,162 shares; 2024Q1: not reported; 2024Q2: 1,966 shares; 2024Q3: 1,516 shares; 2024Q4: 2,266 shares 2,266 $663K 0.02% +750 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,571 shares; 2024Q1: 1,586 shares; 2024Q2: 1,599 shares; 2024Q3: 1,652 shares; 2024Q4: 390 shares 390 $663K 0.02% -1,262 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 6,412 shares; 2024Q1: 6,403 shares; 2024Q2: 6,403 shares; 2024Q3: 6,424 shares; 2024Q4: 8,022 shares 8,022 $657K 0.02% +1,598 Timeline BANK OF AMER CORP BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 533 shares; 2024Q1: 533 shares; 2024Q2: 533 shares; 2024Q3: 533 shares; 2024Q4: 533 shares 533 $650K 0.02% 0 GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 12,039 shares; 2024Q1: 13,510 shares; 2024Q2: 16,285 shares; 2024Q3: 15,564 shares; 2024Q4: 11,888 shares 11,888 $633K 0.02% -3,676 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 4,195 shares; 2024Q4: 4,259 shares 4,259 $609K 0.02% +64 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 5,386 shares; 2024Q1: 4,355 shares; 2024Q2: 5,221 shares; 2024Q3: 13,668 shares; 2024Q4: 15,002 shares 15,002 $602K 0.02% +1,334 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 7,292 shares 7,292 $595K 0.02% new Timeline HUBS HUBSPOT INC More: the full row for HUBSPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 4,395 shares; 2024Q1: 4,333 shares; 2024Q2: 4,575 shares; 2024Q3: 4,685 shares; 2024Q4: 851 shares 851 $593K 0.02% -3,834 Timeline AVB AVALONBAY CMNTYS INC More: the full row for AVALONBAY CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,498 shares; 2024Q1: 2,698 shares; 2024Q2: 2,709 shares; 2024Q3: 2,700 shares; 2024Q4: 2,694 shares 2,694 $593K 0.02% -6 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 5,349 shares; 2024Q1: 5,962 shares; 2024Q2: 7,022 shares; 2024Q3: 6,849 shares; 2024Q4: 6,415 shares 6,415 $592K 0.02% -434 Timeline FCNCA FIRST CTZNS BANCSHARES INC D More: the full row for FIRST CTZNS BANCSHARES INC D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 187 shares; 2024Q3: 267 shares; 2024Q4: 279 shares 279 $590K 0.02% +12 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2,330 shares; 2024Q3: 2,508 shares; 2024Q4: 2,570 shares 2,570 $589K 0.02% +62 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,103 shares; 2024Q1: 3,012 shares; 2024Q2: 3,168 shares; 2024Q3: 2,984 shares; 2024Q4: 2,568 shares 2,568 $575K 0.02% -416 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 7,297 shares; 2024Q1: 7,003 shares; 2024Q2: 7,032 shares; 2024Q3: 6,788 shares; 2024Q4: 6,147 shares 6,147 $568K 0.02% -641 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 21,772 shares; 2024Q1: 21,651 shares; 2024Q2: 11,112 shares; 2024Q3: 2,838 shares; 2024Q4: 1,837 shares 1,837 $545K 0.01% -1,001 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,660 shares; 2024Q1: 2,632 shares; 2024Q2: 2,635 shares; 2024Q3: 2,639 shares; 2024Q4: 2,825 shares 2,825 $545K 0.01% +186 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 5,215 shares; 2024Q1: 5,195 shares; 2024Q2: 6,126 shares; 2024Q3: 6,129 shares; 2024Q4: 7,085 shares 7,085 $540K 0.01% +956 Timeline IOT SAMSARA INC More: the full row for SAMSARA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 6,850 shares; 2024Q1: 6,850 shares; 2024Q2: 12,300 shares; 2024Q3: 12,300 shares; 2024Q4: 12,300 shares 12,300 $537K 0.01% 0 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 4,790 shares; 2024Q1: 4,790 shares; 2024Q2: 8,128 shares; 2024Q3: 7,498 shares; 2024Q4: 9,395 shares 9,395 $535K 0.01% +1,897 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 11,037 shares; 2024Q1: 11,037 shares; 2024Q2: 11,037 shares; 2024Q3: 11,037 shares; 2024Q4: 11,037 shares 11,037 $532K 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 7,013 shares; 2024Q1: 7,013 shares; 2024Q2: 6,676 shares; 2024Q3: 9,006 shares; 2024Q4: 11,477 shares 11,477 $529K 0.01% +2,471 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,936 shares; 2024Q1: 2,926 shares; 2024Q2: 2,833 shares; 2024Q3: 2,728 shares; 2024Q4: 1,817 shares 1,817 $519K 0.01% -911 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 5,566 shares 5,566 $515K 0.01% new Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 27,870 shares; 2024Q1: 33,129 shares; 2024Q2: 5,300 shares; 2024Q3: 6,363 shares; 2024Q4: 6,354 shares 6,354 $508K 0.01% -9 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,171 shares; 2024Q1: 2,171 shares; 2024Q2: 2,234 shares; 2024Q3: 2,172 shares; 2024Q4: 2,172 shares 2,172 $505K 0.01% 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,499 shares; 2024Q1: 2,499 shares; 2024Q2: 2,614 shares; 2024Q3: 3,818 shares; 2024Q4: 3,818 shares 3,818 $500K 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 7,672 shares; 2024Q1: 7,565 shares; 2024Q2: 11,917 shares; 2024Q3: 12,377 shares; 2024Q4: 8,274 shares 8,274 $499K 0.01% -4,103 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,581 shares; 2024Q1: 2,584 shares; 2024Q2: 2,449 shares; 2024Q3: 2,415 shares; 2024Q4: 2,554 shares 2,554 $492K 0.01% +139 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,456 shares; 2024Q1: 3,999 shares; 2024Q2: 4,390 shares; 2024Q3: 3,618 shares; 2024Q4: 3,868 shares 3,868 $492K 0.01% +250 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 46,958 shares; 2024Q1: 46,813 shares; 2024Q2: 49,502 shares; 2024Q3: 49,466 shares; 2024Q4: 49,482 shares 49,482 $490K 0.01% +16 Timeline SSNC SS&C TECH HLDGS More: the full row for SS&C TECH HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 3,798 shares; 2024Q3: 5,397 shares; 2024Q4: 6,327 shares 6,327 $479K 0.01% +930 Timeline UNILEVER PLC UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 4,065 shares; 2024Q2: 4,073 shares; 2024Q3: 3,298 shares; 2024Q4: 8,415 shares 8,415 $477K 0.01% +5,117 DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,008 shares; 2024Q1: 2,008 shares; 2024Q2: 2,008 shares; 2024Q3: 2,008 shares; 2024Q4: 2,066 shares 2,066 $473K 0.01% +58 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 12,216 shares; 2024Q1: 12,558 shares; 2024Q2: 14,659 shares; 2024Q3: 15,456 shares; 2024Q4: 15,456 shares 15,456 $469K 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2,165 shares; 2024Q3: 3,883 shares; 2024Q4: 3,937 shares 3,937 $466K 0.01% +54 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 9,178 shares; 2024Q1: 9,756 shares; 2024Q2: 10,539 shares; 2024Q3: 12,090 shares; 2024Q4: 12,284 shares 12,284 $462K 0.01% +194 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,662 shares; 2024Q1: 1,848 shares; 2024Q2: 1,293 shares; 2024Q3: 1,293 shares; 2024Q4: 1,293 shares 1,293 $444K 0.01% 0 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,389 shares; 2024Q1: 2,423 shares; 2024Q2: 2,840 shares; 2024Q3: 2,539 shares; 2024Q4: 2,721 shares 2,721 $443K 0.01% +182 Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 10,968 shares; 2024Q1: 32,625 shares; 2024Q2: 39,136 shares; 2024Q3: 37,708 shares; 2024Q4: 46,428 shares 46,428 $443K 0.01% +8,720 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 1,123 shares; 2024Q2: 1,474 shares; 2024Q3: 1,474 shares; 2024Q4: 3,173 shares 3,173 $443K 0.01% +1,699 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,830 shares; 2024Q1: 3,830 shares; 2024Q2: 3,830 shares; 2024Q3: 3,830 shares; 2024Q4: 3,972 shares 3,972 $435K 0.01% +142 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 3,296 shares; 2024Q3: 4,689 shares; 2024Q4: 4,691 shares 4,691 $429K 0.01% +2 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 5,374 shares; 2024Q3: 8,751 shares; 2024Q4: 8,808 shares 8,808 $425K 0.01% +57 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 973 shares; 2024Q3: 1,102 shares; 2024Q4: 1,495 shares 1,495 $424K 0.01% +393 Timeline FELV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 13,558 shares; 2024Q2: 13,593 shares; 2024Q3: 13,653 shares; 2024Q4: 13,718 shares 13,718 $418K 0.01% +65 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,133 shares; 2024Q1: 1,607 shares; 2024Q2: 1,459 shares; 2024Q3: 1,459 shares; 2024Q4: 1,389 shares 1,389 $416K 0.01% -70 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 690,902 shares; 2024Q1: 712,726 shares; 2024Q2: 6,215 shares; 2024Q3: 7,945 shares; 2024Q4: 9,096 shares 9,096 $408K 0.01% +1,151 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,049 shares; 2024Q1: 2,013 shares; 2024Q2: 2,106 shares; 2024Q3: 1,932 shares; 2024Q4: 3,106 shares 3,106 $408K 0.01% +1,174 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 370 shares; 2024Q1: 305 shares; 2024Q2: 474 shares; 2024Q3: 440 shares; 2024Q4: 433 shares 433 $408K 0.01% -7 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 319 shares; 2024Q4: 318 shares 318 $403K 0.01% -1 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,138 shares; 2024Q1: 3,488 shares; 2024Q2: 5,288 shares; 2024Q3: 5,467 shares; 2024Q4: 6,819 shares 6,819 $401K 0.01% +1,352 Timeline PINS PINTEREST INC More: the full row for PINTEREST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 68,096 shares; 2024Q1: 62,287 shares; 2024Q2: 62,641 shares; 2024Q3: 64,637 shares; 2024Q4: 13,740 shares 13,740 $398K 0.01% -50,897 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 10,184 shares; 2024Q1: 10,222 shares; 2024Q2: 11,423 shares; 2024Q3: 12,481 shares; 2024Q4: 12,536 shares 12,536 $393K 0.01% +55 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,504 shares; 2024Q1: 2,159 shares; 2024Q2: 2,159 shares; 2024Q3: 1,948 shares; 2024Q4: 1,573 shares 1,573 $387K 0.01% -375 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,425 shares; 2024Q1: 4,000 shares; 2024Q2: 4,000 shares; 2024Q3: 3,925 shares; 2024Q4: 3,875 shares 3,875 $386K 0.01% -50 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,671 shares; 2024Q1: 3,630 shares; 2024Q2: 3,636 shares; 2024Q3: 3,213 shares; 2024Q4: 3,213 shares 3,213 $384K 0.01% 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 6,379 shares; 2024Q3: 11,912 shares; 2024Q4: 11,589 shares 11,589 $378K 0.01% -323 Timeline BCRX BIOCRYST PHARMACEUTICALS INC More: the full row for BIOCRYST PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 48,988 shares; 2024Q1: 49,588 shares; 2024Q2: 49,588 shares; 2024Q3: 49,588 shares; 2024Q4: 49,688 shares 49,688 $374K 0.01% +100 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 31,720 shares; 2024Q1: 31,981 shares; 2024Q2: 30,226 shares; 2024Q3: 2,824 shares; 2024Q4: 4,723 shares 4,723 $361K 0.01% +1,899 Timeline SMBK SMARTFINANCIAL INC More: the full row for SMARTFINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 11,342 shares 11,342 $351K 0.01% new 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 4,620 shares 4,620 $349K 0.01% new Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2,597 shares; 2024Q4: 16,465 shares 16,465 $348K 0.01% +13,868 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 4,963 shares; 2024Q1: 4,912 shares; 2024Q2: 4,428 shares; 2024Q3: 4,275 shares; 2024Q4: 3,999 shares 3,999 $345K 0.01% -276 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 3,191 shares; 2024Q3: 3,191 shares; 2024Q4: 3,191 shares 3,191 $330K 0.01% 0 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 805 shares; 2024Q2: 1,009 shares; 2024Q3: 1,173 shares; 2024Q4: 6,190 shares 6,190 $328K 0.01% +5,017 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 11,717 shares; 2024Q1: 11,999 shares; 2024Q2: 8,546 shares; 2024Q3: 6,340 shares; 2024Q4: 5,478 shares 5,478 $327K 0.01% -862 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 5,286 shares; 2024Q2: 5,409 shares; 2024Q3: 5,673 shares; 2024Q4: 5,700 shares 5,700 $327K 0.01% +27 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,357 shares 1,357 $325K 0.01% new Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 15,340 shares; 2024Q1: 12,961 shares; 2024Q2: 12,965 shares; 2024Q3: 13,164 shares; 2024Q4: 10,068 shares 10,068 $325K 0.01% -3,096 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 51 shares; 2024Q3: 60 shares; 2024Q4: 65 shares 65 $323K 0.01% +5 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 37,382 shares; 2024Q1: 16,226 shares; 2024Q2: 14,745 shares; 2024Q3: 14,756 shares; 2024Q4: 9,845 shares 9,845 $322K 0.01% -4,911 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,429 shares; 2024Q1: 1,429 shares; 2024Q2: 1,429 shares; 2024Q3: 1,429 shares; 2024Q4: 1,371 shares 1,371 $318K 0.01% -58 Timeline HESS CORP HESS CORP More: the full row for HESS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2,350 shares; 2024Q4: 2,348 shares 2,348 $312K 0.01% -2 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 7,876 shares; 2024Q2: 11,427 shares; 2024Q3: 7,917 shares; 2024Q4: 4,305 shares 4,305 $310K 0.01% -3,612 Timeline CG CARLYLE GROUP INC More: the full row for CARLYLE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 6,000 shares; 2024Q4: 6,000 shares 6,000 $303K 0.01% 0 Timeline BAX BAXTER INTL INC More: the full row for BAXTER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 8,509 shares; 2024Q3: 10,386 shares; 2024Q4: 10,386 shares 10,386 $303K 0.01% 0 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 3,619 shares; 2024Q4: 3,890 shares 3,890 $299K 0.01% +271 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,801 shares; 2024Q1: 2,801 shares; 2024Q2: 2,801 shares; 2024Q3: 2,801 shares; 2024Q4: 2,801 shares 2,801 $298K 0.01% 0 Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 13,261 shares; 2024Q4: 14,450 shares 14,450 $292K 0.01% +1,189 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,796 shares; 2024Q1: 3,180 shares; 2024Q2: 3,587 shares; 2024Q3: 2,868 shares; 2024Q4: 3,461 shares 3,461 $291K 0.01% +593 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 517 shares; 2024Q1: 517 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 743 shares 743 $284K 0.01% new 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,548 shares; 2024Q4: 1,939 shares 1,939 $284K 0.01% +391 Timeline SEIC SEI INVTS CO More: the full row for SEI INVTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 3,689 shares; 2024Q3: 3,689 shares; 2024Q4: 3,420 shares 3,420 $282K 0.01% -269 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 5,698 shares 5,698 $282K 0.01% new Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 3,325 shares; 2024Q2: 4,450 shares; 2024Q3: 4,450 shares; 2024Q4: 4,450 shares 4,450 $277K 0.01% 0 Timeline FSV FIRSTSERVICE CORP NEW More: the full row for FIRSTSERVICE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,530 shares; 2024Q3: 1,530 shares; 2024Q4: 1,530 shares 1,530 $277K 0.01% 0 Timeline ACA ARCOSA INC More: the full row for ARCOSA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2,987 shares; 2024Q3: 3,095 shares; 2024Q4: 2,855 shares 2,855 $276K 0.01% -240 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 3,636 shares 3,636 $276K 0.01% new Timeline CADE CADENCE BANK More: the full row for CADENCE BANK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 8,726 shares; 2024Q1: 8,541 shares; 2024Q2: 8,541 shares; 2024Q3: 7,931 shares; 2024Q4: 7,931 shares 7,931 $273K 0.01% 0 Timeline DJT TRUMP MEDIA & TECHNOLOGY GRO More: the full row for TRUMP MEDIA & TECHNOLOGY GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 8,020 shares; 2024Q2: 8,020 shares; 2024Q3: not reported; 2024Q4: 8,010 shares 8,010 $273K 0.01% new 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 7,315 shares; 2024Q1: 6,193 shares; 2024Q2: 5,392 shares; 2024Q3: 4,804 shares; 2024Q4: 6,277 shares 6,277 $272K 0.01% +1,473 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 7,483 shares; 2024Q4: 7,483 shares 7,483 $272K 0.01% 0 Timeline BFS SAUL CTRS INC More: the full row for SAUL CTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 6,987 shares; 2024Q1: 6,987 shares; 2024Q2: 6,987 shares; 2024Q3: 6,987 shares; 2024Q4: 6,987 shares 6,987 $271K 0.01% 0 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 965 shares; 2024Q1: 1,080 shares; 2024Q2: 1,080 shares; 2024Q3: 1,124 shares; 2024Q4: 1,124 shares 1,124 $270K 0.01% 0 Timeline JBTM JBT MAREL CORPORATION More: the full row for JBT MAREL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,105 shares 2,105 $268K 0.01% new Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 826 shares 826 $267K 0.01% new Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 4,538 shares; 2024Q1: 4,542 shares; 2024Q2: 6,873 shares; 2024Q3: 1,334 shares; 2024Q4: 1,511 shares 1,511 $267K 0.01% +177 Timeline MORN MORNINGSTAR INC More: the full row for MORNINGSTAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 764 shares; 2024Q3: 764 shares; 2024Q4: 788 shares 788 $265K 0.01% +24 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 2,588 shares; 2024Q2: 2,202 shares; 2024Q3: 2,202 shares; 2024Q4: 2,194 shares 2,194 $265K 0.01% -8 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,865 shares; 2024Q3: 2,066 shares; 2024Q4: 2,072 shares 2,072 $264K 0.01% +6 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 8,969 shares; 2024Q1: 8,877 shares; 2024Q2: 8,954 shares; 2024Q3: 9,564 shares; 2024Q4: 1,710 shares 1,710 $264K 0.01% -7,854 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 5,176 shares; 2024Q1: 3,972 shares; 2024Q2: 3,974 shares; 2024Q3: 3,686 shares; 2024Q4: 3,290 shares 3,290 $263K 0.01% -396 Timeline EHC ENCOMPASS HEALTH CORP More: the full row for ENCOMPASS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 2,773 shares; 2024Q2: 2,773 shares; 2024Q3: 2,774 shares; 2024Q4: 2,826 shares 2,826 $261K 0.01% +52 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 12,255 shares; 2024Q2: 14,250 shares; 2024Q3: 7,240 shares; 2024Q4: 2,738 shares 2,738 $259K 0.01% -4,502 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 4,608 shares; 2024Q1: 4,608 shares; 2024Q2: 5,023 shares; 2024Q3: 4,643 shares; 2024Q4: 4,809 shares 4,809 $253K 0.01% +166 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,154 shares; 2024Q4: 1,430 shares 1,430 $252K 0.01% +276 Timeline MKSI MKS INC. More: the full row for MKS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 1,741 shares; 2024Q2: 2,282 shares; 2024Q3: 2,077 shares; 2024Q4: 2,411 shares 2,411 $252K 0.01% +334 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,128 shares; 2024Q4: 1,137 shares 1,137 $251K 0.01% +9 Timeline WDFC WD 40 CO More: the full row for WD 40 CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,091 shares; 2024Q1: 1,070 shares; 2024Q2: 1,070 shares; 2024Q3: 1,000 shares; 2024Q4: 1,021 shares 1,021 $248K 0.01% +21 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,580 shares; 2024Q1: 1,640 shares; 2024Q2: 1,640 shares; 2024Q3: 1,274 shares; 2024Q4: 1,199 shares 1,199 $246K 0.01% -75 Timeline GAB GABELLI EQUITY TR INC More: the full row for GABELLI EQUITY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 40,732 shares; 2024Q1: 41,847 shares; 2024Q2: 43,064 shares; 2024Q3: 44,249 shares; 2024Q4: 45,508 shares 45,508 $245K 0.01% +1,259 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 11,959 shares; 2024Q1: 11,959 shares; 2024Q2: 13,497 shares; 2024Q3: 11,252 shares; 2024Q4: 11,152 shares 11,152 $244K 0.01% -100 Timeline IOSP INNOSPEC INC More: the full row for INNOSPEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,654 shares; 2024Q1: not reported; 2024Q2: 1,991 shares; 2024Q3: 2,208 shares; 2024Q4: 2,217 shares 2,217 $244K 0.01% +9 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 10,546 shares; 2024Q1: 10,570 shares; 2024Q2: 8,597 shares; 2024Q3: 8,629 shares; 2024Q4: 8,824 shares 8,824 $240K 0.01% +195 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,788 shares 1,788 $240K 0.01% new Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 1,060 shares; 2024Q2: 1,060 shares; 2024Q3: 1,232 shares; 2024Q4: 1,232 shares 1,232 $240K 0.01% 0 Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,038 shares 1,038 $240K 0.01% new 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,740 shares; 2024Q4: 1,740 shares 1,740 $237K 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,622 shares 2,622 $237K 0.01% new Timeline BEPC BROOKFIELD RENEWABLE CORP More: the full row for BROOKFIELD RENEWABLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 8,511 shares 8,511 $235K 0.01% new Timeline USLM UNITED STS LIME & MINERALS I More: the full row for UNITED STS LIME & MINERALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,765 shares 1,765 $234K 0.01% new Timeline CNX CNX RES CORP More: the full row for CNX RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 6,336 shares 6,336 $232K 0.01% new Timeline ESE ESCO TECHNOLOGIES INC More: the full row for ESCO TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,608 shares; 2024Q4: 1,743 shares 1,743 $232K 0.01% +135 Timeline WTW WILLIS TOWERS WATSON PLC LTD More: the full row for WILLIS TOWERS WATSON PLC LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 723 shares 723 $226K 0.01% new Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2,232 shares; 2024Q3: 2,037 shares; 2024Q4: 2,447 shares 2,447 $226K 0.01% +410 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2,449 shares; 2024Q3: 2,075 shares; 2024Q4: 1,637 shares 1,637 $226K 0.01% -438 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 3,025 shares 3,025 $224K 0.01% new Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,980 shares; 2024Q1: 1,980 shares; 2024Q2: 1,980 shares; 2024Q3: 1,980 shares; 2024Q4: 1,980 shares 1,980 $222K 0.01% 0 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,200 shares 2,200 $221K 0.01% new Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 1,344 shares; 2024Q2: not reported; 2024Q3: 1,344 shares; 2024Q4: 1,356 shares 1,356 $220K 0.01% +12 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,076 shares; 2024Q4: 1,201 shares 1,201 $219K 0.01% +125 Timeline RS RELIANCE INC More: the full row for RELIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 736 shares; 2024Q1: 736 shares; 2024Q2: 854 shares; 2024Q3: 806 shares; 2024Q4: 814 shares 814 $219K 0.01% +8 Timeline KAI KADANT INC More: the full row for KADANT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 758 shares; 2024Q1: 675 shares; 2024Q2: 868 shares; 2024Q3: 804 shares; 2024Q4: 635 shares 635 $219K 0.01% -169 Timeline CR CRANE COMPANY More: the full row for CRANE COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,367 shares; 2024Q4: 1,439 shares 1,439 $218K 0.01% +72 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,965 shares; 2024Q1: 1,778 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,224 shares 1,224 $217K 0.01% new Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,404 shares 2,404 $216K 0.01% new Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 6,874 shares; 2024Q1: 6,874 shares; 2024Q2: 6,874 shares; 2024Q3: 6,874 shares; 2024Q4: 6,874 shares 6,874 $216K 0.01% 0 Timeline ESAB ESAB CORPORATION More: the full row for ESAB CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,799 shares 1,799 $216K 0.01% new Timeline FWONK LIBERTY MEDIA CORP DEL More: the full row for LIBERTY MEDIA CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,294 shares 2,294 $213K 0.01% new Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,427 shares 1,427 $211K 0.01% new 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 3,000 shares; 2024Q4: 3,000 shares 3,000 $210K 0.01% 0 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2,051 shares; 2024Q3: 3,136 shares; 2024Q4: 2,755 shares 2,755 $209K 0.01% -381 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 6,233 shares; 2024Q2: not reported; 2024Q3: 5,840 shares; 2024Q4: 5,840 shares 5,840 $208K 0.01% 0 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 2,362 shares; 2024Q2: 3,303 shares; 2024Q3: 3,168 shares; 2024Q4: 2,877 shares 2,877 $208K 0.01% -291 Timeline TKO TKO GROUP HOLDINGS INC More: the full row for TKO GROUP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,463 shares 1,463 $208K 0.01% new Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 4,371 shares 4,371 $208K 0.01% new 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 442 shares 442 $204K 0.01% new 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 8,000 shares; 2024Q4: 8,000 shares 8,000 $202K 0.01% 0 Timeline SEE SEALED AIR CORP NEW More: the full row for SEALED AIR CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 5,836 shares; 2024Q4: 5,938 shares 5,938 $201K 0.01% +102 Timeline XEVVX EATON VANCE LIMITED DURATION More: the full row for EATON VANCE LIMITED DURATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 18,552 shares; 2024Q1: 18,552 shares; 2024Q2: 18,552 shares; 2024Q3: 18,552 shares; 2024Q4: 18,552 shares 18,552 $181K <0.01% 0 Timeline OCSL OAKTREE SPECIALTY LENDING More: the full row for OAKTREE SPECIALTY LENDING Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 11,471 shares; 2024Q2: 11,471 shares; 2024Q3: 11,471 shares; 2024Q4: 11,471 shares 11,471 $175K <0.01% 0 Timeline KW KENNEDY-WILSON HOLDINGS INC More: the full row for KENNEDY-WILSON HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 11,111 shares; 2024Q2: 15,613 shares; 2024Q3: 14,937 shares; 2024Q4: 15,976 shares 15,976 $160K <0.01% +1,039 Timeline EHI WESTERN ASSET GBL HIGH INC F More: the full row for WESTERN ASSET GBL HIGH INC F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 20,726 shares; 2024Q1: 20,726 shares; 2024Q2: 20,726 shares; 2024Q3: 20,726 shares; 2024Q4: 20,726 shares 20,726 $138K <0.01% 0 Timeline RUM RUM GROUP INC More: the full row for RUM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 10,000 shares 10,000 $130K <0.01% new Timeline JPC NUVEEN PFD & INCOME OPPORTUN More: the full row for NUVEEN PFD & INCOME OPPORTUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 17,965 shares; 2024Q1: 15,988 shares; 2024Q2: 15,988 shares; 2024Q3: 15,988 shares; 2024Q4: 15,988 shares 15,988 $126K <0.01% 0 Timeline MSOS ADVISORSHARES TR More: the full row for ADVISORSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 32,621 shares 32,621 $124K <0.01% new Timeline UAA UNDER ARMOUR INC More: the full row for UNDER ARMOUR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 13,424 shares; 2024Q3: 13,424 shares; 2024Q4: 12,944 shares 12,944 $107K <0.01% -480 Timeline NUVASIVE INC NUVASIVE INC More: the full row for NUVASIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 51,000 shares; 2024Q2: 63,000 shares; 2024Q3: 63,000 shares; 2024Q4: 63,000 shares 63,000 $62.2K <0.01% 0 OMEX ODYSSEY MARINE EXPL INC More: the full row for ODYSSEY MARINE EXPL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 118,692 shares; 2024Q1: 118,692 shares; 2024Q2: 125,357 shares; 2024Q3: 102,462 shares; 2024Q4: 84,962 shares 84,962 $61.2K <0.01% -17,500 Timeline BOOKING HOLDINGS INC BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 23,000 shares; 2024Q1: 23,000 shares; 2024Q2: 23,000 shares; 2024Q3: 23,000 shares; 2024Q4: 23,000 shares 23,000 $60.7K <0.01% 0 OKTA INC OKTA INC More: the full row for OKTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 63,000 shares; 2024Q1: 63,000 shares; 2024Q2: 63,000 shares; 2024Q3: 63,000 shares; 2024Q4: 63,000 shares 63,000 $60.6K <0.01% 0 SOUTHWEST AIRLS CO SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 11,000 shares; 2024Q1: 11,000 shares; 2024Q2: 29,000 shares; 2024Q3: 29,000 shares; 2024Q4: 57,000 shares 57,000 $58.5K <0.01% +28,000 BILL HOLDINGS INC BILL HOLDINGS INC More: the full row for BILL HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 64,000 shares; 2024Q2: 64,000 shares; 2024Q3: 64,000 shares; 2024Q4: 64,000 shares 64,000 $56.6K <0.01% 0 XIGDX VOYA GLBL EQTY DIV & PREM OP More: the full row for VOYA GLBL EQTY DIV & PREM OP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 10,000 shares; 2024Q1: 10,000 shares; 2024Q2: 10,000 shares; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares 10,000 $54.2K <0.01% 0 Timeline EURONET WORLDWIDE INC EURONET WORLDWIDE INC More: the full row for EURONET WORLDWIDE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 38,000 shares; 2024Q1: 63,000 shares; 2024Q2: 63,000 shares; 2024Q3: 63,000 shares; 2024Q4: 50,000 shares 50,000 $49.4K <0.01% -13,000 IN8BIO INC IN8BIO INC More: the full row for IN8BIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 180,000 shares; 2024Q1: 180,000 shares; 2024Q2: 180,000 shares; 2024Q3: 180,000 shares; 2024Q4: 180,000 shares 180,000 $46.3K <0.01% 0 Shopify Inc Shopify Inc More: the full row for Shopify Inc Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 59,000 shares; 2024Q1: 51,000 shares; 2024Q2: 51,000 shares; 2024Q3: 56,000 shares; 2024Q4: 44,000 shares 44,000 $44.8K <0.01% -12,000 DRAFTKINGS INC NEW DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 32,000 shares; 2024Q1: 45,000 shares; 2024Q2: 45,000 shares; 2024Q3: 45,000 shares; 2024Q4: 45,000 shares 45,000 $38.3K <0.01% 0 LUMENTUM HLDGS INC LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 13,000 shares; 2024Q4: 25,000 shares 25,000 $34.8K <0.01% +12,000 NCL CORP LTD NCL CORP LTD More: the full row for NCL CORP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 32,000 shares 32,000 $33.1K <0.01% new DAYFORCE INC DAYFORCE INC More: the full row for DAYFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 32,000 shares 32,000 $30.8K <0.01% new SHIFT4 PMTS INC SHIFT4 PMTS INC More: the full row for SHIFT4 PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 26,000 shares; 2024Q3: 26,000 shares; 2024Q4: 26,000 shares 26,000 $27.9K <0.01% 0 COINBASE GLOBAL INC COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 11,000 shares; 2024Q2: 11,000 shares; 2024Q3: 11,000 shares; 2024Q4: 26,000 shares 26,000 $27.2K <0.01% +15,000 DUKE ENERGY CORP NEW 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 26,000 shares; 2024Q3: 26,000 shares; 2024Q4: 26,000 shares 26,000 $26.6K <0.01% 0 SPOTIFY USA INC SPOTIFY USA INC More: the full row for SPOTIFY USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 25,000 shares; 2024Q2: 25,000 shares; 2024Q3: 25,000 shares; 2024Q4: 25,000 shares 25,000 $26.6K <0.01% 0 AXON ENTERPRISE INC AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 10,000 shares; 2024Q2: 13,000 shares; 2024Q3: 13,000 shares; 2024Q4: 10,000 shares 10,000 $26.1K <0.01% -3,000 GRANITE CONSTR INC GRANITE CONSTR INC More: the full row for GRANITE CONSTR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 13,000 shares; 2024Q3: 13,000 shares; 2024Q4: 13,000 shares 13,000 $25.5K <0.01% 0 FIVE9 INC FIVE9 INC More: the full row for FIVE9 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 19,000 shares; 2024Q1: 26,000 shares; 2024Q2: 26,000 shares; 2024Q3: 26,000 shares; 2024Q4: 26,000 shares 26,000 $25.2K <0.01% 0 EXPEDIA GROUP INC EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 42,000 shares; 2024Q1: 42,000 shares; 2024Q2: 42,000 shares; 2024Q3: 42,000 shares; 2024Q4: 25,000 shares 25,000 $24.8K <0.01% -17,000 LYFT INC LYFT INC More: the full row for LYFT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 13,000 shares; 2024Q1: 13,000 shares; 2024Q2: 25,000 shares; 2024Q3: 25,000 shares; 2024Q4: 25,000 shares 25,000 $24.7K <0.01% 0 FRESHPET INC FRESHPET INC More: the full row for FRESHPET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 11,000 shares; 2024Q3: 11,000 shares; 2024Q4: 11,000 shares 11,000 $24.3K <0.01% 0 Q2 HLDGS INC Q2 HLDGS INC More: the full row for Q2 HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 13,000 shares; 2024Q4: 19,000 shares 19,000 $23.4K <0.01% +6,000 BLOCK INC BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 25,000 shares; 2024Q1: 25,000 shares; 2024Q2: 25,000 shares; 2024Q3: 25,000 shares; 2024Q4: 25,000 shares 25,000 $23.2K <0.01% 0 ITRON INC ITRON INC More: the full row for ITRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 21,000 shares; 2024Q3: 21,000 shares; 2024Q4: 21,000 shares 21,000 $21.7K <0.01% 0 TYLER TEX INDPT SCH DIST TYLER TEX INDPT SCH DIST More: the full row for TYLER TEX INDPT SCH DIST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 17,000 shares; 2024Q4: 17,000 shares 17,000 $20.5K <0.01% 0 ENPHASE ENERGY INC ENPHASE ENERGY INC More: the full row for ENPHASE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 25,000 shares; 2024Q1: 25,000 shares; 2024Q2: 25,000 shares; 2024Q3: 25,000 shares; 2024Q4: 25,000 shares 25,000 $20.5K <0.01% 0 VENTAS RLTY LTD PARTNERSHIP VENTAS RLTY LTD PARTNERSHIP More: the full row for VENTAS RLTY LTD PARTNERSHIP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 18,000 shares; 2024Q4: 18,000 shares 18,000 $20.5K <0.01% 0 INSULET CORP INSULET CORP More: the full row for INSULET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 16,000 shares; 2024Q4: 16,000 shares 16,000 $20.2K <0.01% 0 DATADOG INC DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 19,000 shares; 2024Q1: 15,000 shares; 2024Q2: 15,000 shares; 2024Q3: not reported; 2024Q4: 13,000 shares 13,000 $20.1K <0.01% new LIBERTY MEDIA CORP DEL LIBERTY MEDIA CORP DEL More: the full row for LIBERTY MEDIA CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 16,000 shares; 2024Q4: 16,000 shares 16,000 $19.5K <0.01% 0 CONFLUENT INC CONFLUENT INC More: the full row for CONFLUENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 19,000 shares; 2024Q1: 19,000 shares; 2024Q2: 19,000 shares; 2024Q3: 19,000 shares; 2024Q4: 19,000 shares 19,000 $17.1K <0.01% 0 SEA LTD SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 13,000 shares; 2024Q4: 13,000 shares 13,000 $16.5K <0.01% 0 GUIDEWIRE SOFTWARE INC GUIDEWIRE SOFTWARE INC More: the full row for GUIDEWIRE SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 16,000 shares; 2024Q1: 16,000 shares; 2024Q2: 19,000 shares; 2024Q3: 19,000 shares; 2024Q4: 11,000 shares 11,000 $16.2K <0.01% -8,000 LIVE NATION ENTERTAINMENT IN LIVE NATION ENTERTAINMENT IN More: the full row for LIVE NATION ENTERTAINMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 13,000 shares; 2024Q1: 25,000 shares; 2024Q2: 13,000 shares; 2024Q3: 13,000 shares; 2024Q4: 13,000 shares 13,000 $15.9K <0.01% 0 POST HLDGS INC POST HLDGS INC More: the full row for POST HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 13,000 shares; 2024Q4: 13,000 shares 13,000 $15.2K <0.01% 0 ZILLOW GROUP INC ZILLOW GROUP INC More: the full row for ZILLOW GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 31,000 shares; 2024Q1: 38,000 shares; 2024Q2: 13,000 shares; 2024Q3: 13,000 shares; 2024Q4: 13,000 shares 13,000 $15K <0.01% 0 WAYFAIR INC WAYFAIR INC More: the full row for WAYFAIR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 14,000 shares; 2024Q3: 14,000 shares; 2024Q4: 14,000 shares 14,000 $14.9K <0.01% 0 SAREPTA THERAPEUTICS INC SAREPTA THERAPEUTICS INC More: the full row for SAREPTA THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 13,000 shares; 2024Q3: 13,000 shares; 2024Q4: 13,000 shares 13,000 $14.3K <0.01% 0 SOUTHERN CO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 23,000 shares; 2024Q4: 13,000 shares 13,000 $13.7K <0.01% -10,000 RIVIAN AUTOMOTIVE INC RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 13,000 shares; 2024Q4: 13,000 shares 13,000 $13.1K <0.01% 0 AKAMAI TECHNOLOGIES INC AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 13,000 shares; 2024Q4: 13,000 shares 13,000 $13K <0.01% 0 ZTO EXPRESS CAYMAN INC ZTO EXPRESS CAYMAN INC More: the full row for ZTO EXPRESS CAYMAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 13,000 shares; 2024Q2: 13,000 shares; 2024Q3: 13,000 shares; 2024Q4: 13,000 shares 13,000 $12.8K <0.01% 0 CLOUDFLARE INC CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 32,000 shares; 2024Q1: 32,000 shares; 2024Q2: 32,000 shares; 2024Q3: 32,000 shares; 2024Q4: 13,000 shares 13,000 $12.4K <0.01% -19,000 ON SEMICONDUCTOR CORP ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 14,000 shares; 2024Q2: 14,000 shares; 2024Q3: 26,000 shares; 2024Q4: 13,000 shares 13,000 $12.2K <0.01% -13,000 AIRBNB INC CLASS A AIRBNB INC CLASS A More: the full row for AIRBNB INC CLASS A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 31,000 shares; 2024Q1: 31,000 shares; 2024Q2: 13,000 shares; 2024Q3: 13,000 shares; 2024Q4: 13,000 shares 13,000 $12.2K <0.01% 0 UBER TECHNOLOGIES INC UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 51,000 shares; 2024Q1: 42,000 shares; 2024Q2: 25,000 shares; 2024Q3: 25,000 shares; 2024Q4: 12,000 shares 12,000 $12.1K <0.01% -13,000 BLACKSTONE MORTGAGE TRUST IN BLACKSTONE MORTGAGE TRUST IN More: the full row for BLACKSTONE MORTGAGE TRUST IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 11,000 shares; 2024Q1: 11,000 shares; 2024Q2: 11,000 shares; 2024Q3: 11,000 shares; 2024Q4: 11,000 shares 11,000 $10.6K <0.01% 0