AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q1: 996,072 shares 996,072 $221M 5.92% -6,600 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 709,641 shares; 2024Q1: 715,015 shares; 2024Q2: 720,535 shares; 2024Q3: 730,200 shares; 2024Q4: 714,076 shares; 2025Q1: 712,086 shares 712,086 $175M 4.67% -1,990 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q1: 1,965,510 shares 1,965,510 $173M 4.62% -10,768 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 480,277 shares; 2024Q1: 430,229 shares; 2024Q2: 435,761 shares; 2024Q3: 441,259 shares; 2024Q4: 432,342 shares; 2025Q1: 439,449 shares 439,449 $165M 4.41% +7,107 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 278,775 shares; 2024Q1: 281,379 shares; 2024Q2: 287,626 shares; 2024Q3: 291,548 shares; 2024Q4: 289,573 shares; 2025Q1: 296,951 shares 296,951 $158M 4.23% +7,378 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 844,804 shares; 2024Q1: 847,026 shares; 2024Q2: 855,074 shares; 2024Q3: 872,306 shares; 2024Q4: 853,050 shares; 2025Q1: 864,196 shares 864,196 $134M 3.58% +11,146 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 756,363 shares; 2024Q1: 764,664 shares; 2024Q2: 771,156 shares; 2024Q3: 787,081 shares; 2024Q4: 780,304 shares; 2025Q1: 790,099 shares 790,099 $132M 3.54% +9,795 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; 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; 2025Q1: 1,033,185 shares 1,033,185 $123M 3.29% +9,382 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 314,797 shares; 2024Q1: 323,490 shares; 2024Q2: 335,098 shares; 2024Q3: 343,477 shares; 2024Q4: 344,098 shares; 2025Q1: 349,122 shares 349,122 $122M 3.27% +5,024 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 495,886 shares; 2024Q1: 499,011 shares; 2024Q2: 514,832 shares; 2024Q3: 537,326 shares; 2024Q4: 597,098 shares; 2025Q1: 606,188 shares 606,188 $115M 3.09% +9,090 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; 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; 2025Q1: 1,554,422 shares 1,554,422 $95.9M 2.57% +14,865 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 245,706 shares; 2024Q1: 243,485 shares; 2024Q2: 250,768 shares; 2024Q3: 255,117 shares; 2024Q4: 252,757 shares; 2025Q1: 255,430 shares 255,430 $93.6M 2.51% +2,673 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 521,929 shares; 2024Q1: 533,781 shares; 2024Q2: 537,141 shares; 2024Q3: 540,579 shares; 2024Q4: 534,895 shares; 2025Q1: 537,343 shares 537,343 $89.1M 2.38% +2,448 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 987,632 shares; 2024Q1: 993,342 shares; 2024Q2: 939,232 shares; 2024Q3: 906,662 shares; 2024Q4: 915,908 shares; 2025Q1: 880,281 shares 880,281 $80.9M 2.17% -35,627 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 654,391 shares; 2024Q1: 653,984 shares; 2024Q2: 970,077 shares; 2024Q3: 979,649 shares; 2024Q4: 962,364 shares; 2025Q1: 970,727 shares 970,727 $78.3M 2.1% +8,363 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 52,285 shares; 2024Q1: 52,028 shares; 2024Q2: 953,104 shares; 2024Q3: 834,846 shares; 2024Q4: 947,367 shares; 2025Q1: 939,118 shares 939,118 $77.6M 2.08% -8,249 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 83,894 shares; 2024Q1: 83,995 shares; 2024Q2: 85,591 shares; 2024Q3: 77,609 shares; 2024Q4: 77,231 shares; 2025Q1: 77,020 shares 77,020 $72.8M 1.95% -211 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 250,368 shares; 2024Q1: 254,686 shares; 2024Q2: 267,616 shares; 2024Q3: 326,314 shares; 2024Q4: 331,622 shares; 2025Q1: 335,274 shares 335,274 $71M 1.9% +3,652 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 43,278 shares; 2024Q1: 45,846 shares; 2024Q2: 34,206 shares; 2024Q3: 436,093 shares; 2024Q4: 438,226 shares; 2025Q1: 636,276 shares 636,276 $70M 1.87% +198,050 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 118,242 shares; 2024Q1: 122,799 shares; 2024Q2: 220,703 shares; 2024Q3: 216,408 shares; 2024Q4: 411,401 shares; 2025Q1: 408,767 shares 408,767 $69.8M 1.87% -2,634 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 96,305 shares; 2024Q1: 98,869 shares; 2024Q2: 111,140 shares; 2024Q3: 112,471 shares; 2024Q4: 119,288 shares; 2025Q1: 119,298 shares 119,298 $67M 1.79% +10 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 333,691 shares; 2024Q1: 339,520 shares; 2024Q2: 556,215 shares; 2024Q3: 563,981 shares; 2024Q4: 570,343 shares; 2025Q1: 575,829 shares 575,829 $64.4M 1.72% +5,486 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 537,506 shares; 2024Q1: 495,213 shares; 2024Q2: 501,893 shares; 2024Q3: 513,289 shares; 2024Q4: 511,153 shares; 2025Q1: 520,170 shares 520,170 $64.2M 1.72% +9,017 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 414,747 shares; 2024Q1: 429,280 shares; 2024Q2: 446,898 shares; 2024Q3: 458,395 shares; 2024Q4: 457,736 shares; 2025Q1: 509,095 shares 509,095 $62M 1.66% +51,359 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 353,541 shares; 2024Q1: 354,819 shares; 2024Q2: 366,727 shares; 2024Q3: 372,126 shares; 2024Q4: 352,023 shares; 2025Q1: 356,263 shares 356,263 $60.7M 1.62% +4,240 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 43,606 shares; 2024Q1: 43,733 shares; 2024Q2: 46,810 shares; 2024Q3: 46,245 shares; 2024Q4: 45,518 shares; 2025Q1: 102,636 shares 102,636 $59.2M 1.58% +57,118 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 101,636 shares; 2024Q1: 104,066 shares; 2024Q2: 109,801 shares; 2024Q3: 114,042 shares; 2024Q4: 115,333 shares; 2025Q1: 115,694 shares 115,694 $54.3M 1.45% +361 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 243,646 shares; 2024Q1: 196,518 shares; 2024Q2: 210,073 shares; 2024Q3: 220,369 shares; 2024Q4: 225,199 shares; 2025Q1: 259,150 shares 259,150 $53.1M 1.42% +33,951 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 6,747 shares; 2024Q1: 6,687 shares; 2024Q2: 228,357 shares; 2024Q3: 367,361 shares; 2024Q4: 512,428 shares; 2025Q1: 511,608 shares 511,608 $52.6M 1.41% -820 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 440,114 shares; 2024Q1: 445,176 shares; 2024Q2: 468,842 shares; 2024Q3: 473,703 shares; 2024Q4: 480,150 shares; 2025Q1: 497,027 shares 497,027 $49.1M 1.31% +16,877 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 66,718 shares; 2024Q1: 53,795 shares; 2024Q2: 56,137 shares; 2024Q3: 56,999 shares; 2024Q4: 56,283 shares; 2025Q1: 56,739 shares 56,739 $46.9M 1.25% +456 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 12,454 shares; 2024Q1: 12,627 shares; 2024Q2: 11,566 shares; 2024Q3: 565,830 shares; 2024Q4: 670,616 shares; 2025Q1: 663,555 shares 663,555 $42.1M 1.13% -7,061 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 181,554 shares; 2024Q1: 205,084 shares; 2024Q2: 239,374 shares; 2024Q3: 252,847 shares; 2024Q4: 261,782 shares; 2025Q1: 266,788 shares 266,788 $39.2M 1.05% +5,006 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 464,521 shares; 2024Q1: 453,956 shares; 2024Q2: 481,324 shares; 2024Q3: 495,628 shares; 2024Q4: 482,633 shares; 2025Q1: 501,456 shares 501,456 $32.7M 0.88% +18,823 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 10,746 shares; 2024Q1: 10,729 shares; 2024Q2: 10,295 shares; 2024Q3: 159,390 shares; 2024Q4: 157,469 shares; 2025Q1: 156,116 shares 156,116 $26.1M 0.7% -1,353 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,021,210 shares; 2025Q1: 2,859,792 shares 2,859,792 $23.5M 0.63% +838,582 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 35,624 shares; 2024Q1: 35,103 shares; 2024Q2: 35,375 shares; 2024Q3: 35,660 shares; 2024Q4: 35,260 shares; 2025Q1: 37,343 shares 37,343 $19.2M 0.51% +2,083 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 29,114 shares; 2024Q1: 31,098 shares; 2024Q2: 33,369 shares; 2024Q3: 33,494 shares; 2024Q4: 37,166 shares; 2025Q1: 37,747 shares 37,747 $17.7M 0.47% +581 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 220,926 shares; 2024Q1: 226,152 shares; 2024Q2: 233,382 shares; 2024Q3: 235,468 shares; 2024Q4: 240,433 shares; 2025Q1: 237,468 shares 237,468 $17M 0.46% -2,965 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 14,580 shares; 2024Q1: 13,737 shares; 2024Q2: 137,249 shares; 2024Q3: 141,517 shares; 2024Q4: 151,844 shares; 2025Q1: 153,529 shares 153,529 $16.6M 0.45% +1,685 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 34,195 shares; 2024Q1: 33,958 shares; 2024Q2: 34,178 shares; 2024Q3: 34,058 shares; 2024Q4: 34,733 shares; 2025Q1: 34,878 shares 34,878 $16.2M 0.43% +145 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 68,401 shares; 2024Q1: 67,584 shares; 2024Q2: 67,665 shares; 2024Q3: 67,332 shares; 2024Q4: 65,071 shares; 2025Q1: 64,893 shares 64,893 $15.7M 0.42% -178 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 91,711 shares; 2024Q1: 91,705 shares; 2024Q2: 91,715 shares; 2024Q3: 92,328 shares; 2024Q4: 92,338 shares; 2025Q1: 93,607 shares 93,607 $15.7M 0.42% +1,269 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 79,064 shares; 2024Q2: 80,364 shares; 2024Q3: 84,705 shares; 2024Q4: 84,108 shares; 2025Q1: 85,409 shares 85,409 $14.2M 0.38% +1,301 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 91,767 shares; 2024Q1: 92,286 shares; 2024Q2: 92,599 shares; 2024Q3: 91,939 shares; 2024Q4: 92,221 shares; 2025Q1: 96,658 shares 96,658 $13.5M 0.36% +4,437 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 38,261 shares; 2024Q1: 38,249 shares; 2024Q2: 37,518 shares; 2024Q3: 38,155 shares; 2024Q4: 38,742 shares; 2025Q1: 39,062 shares 39,062 $12.2M 0.33% +320 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 37,351 shares; 2024Q1: 36,016 shares; 2024Q2: 34,625 shares; 2024Q3: 98,887 shares; 2024Q4: 99,413 shares; 2025Q1: 100,601 shares 100,601 $11.7M 0.31% +1,188 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 23,964 shares; 2024Q1: 25,495 shares; 2024Q2: 27,243 shares; 2024Q3: 39,987 shares; 2024Q4: 40,444 shares; 2025Q1: 42,904 shares 42,904 $11M 0.3% +2,460 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 14,523 shares; 2024Q1: 15,527 shares; 2024Q2: 15,569 shares; 2024Q3: 15,898 shares; 2024Q4: 16,025 shares; 2025Q1: 19,887 shares 19,887 $10.9M 0.29% +3,862 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 41,936 shares; 2024Q1: 41,893 shares; 2024Q2: 41,541 shares; 2024Q3: 41,610 shares; 2024Q4: 42,937 shares; 2025Q1: 45,962 shares 45,962 $10.9M 0.29% +3,025 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 77,726 shares; 2024Q1: 80,018 shares; 2024Q2: 78,688 shares; 2024Q3: 78,794 shares; 2024Q4: 79,552 shares; 2025Q1: 79,530 shares 79,530 $10.5M 0.28% -22 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 74,670 shares; 2024Q1: 75,053 shares; 2024Q2: 88,416 shares; 2024Q3: 87,610 shares; 2024Q4: 75,655 shares; 2025Q1: 75,782 shares 75,782 $9.72M 0.26% +127 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 108,315 shares; 2024Q1: 108,315 shares; 2024Q2: 109,679 shares; 2024Q3: 108,228 shares; 2024Q4: 113,435 shares; 2025Q1: 112,459 shares 112,459 $9.57M 0.26% -976 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 159,732 shares; 2024Q1: 160,055 shares; 2024Q2: 177,368 shares; 2024Q3: 173,747 shares; 2024Q4: 169,781 shares; 2025Q1: 411,298 shares 411,298 $8.94M 0.24% +241,517 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 389,439 shares; 2024Q1: 31,118 shares; 2024Q2: 32,800 shares; 2024Q3: 33,657 shares; 2024Q4: 37,653 shares; 2025Q1: 38,241 shares 38,241 $8.01M 0.21% +588 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 0 shares; 2024Q1: 117,628 shares; 2024Q2: 114,385 shares; 2024Q3: 115,296 shares; 2024Q4: 111,715 shares; 2025Q1: 112,453 shares 112,453 $7.97M 0.21% +738 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 30,089 shares; 2024Q1: 32,198 shares; 2024Q2: 33,789 shares; 2024Q3: 25,753 shares; 2024Q4: 23,492 shares; 2025Q1: 23,729 shares 23,729 $7.4M 0.2% +237 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 20,101 shares; 2024Q1: 35,094 shares; 2024Q2: 35,094 shares; 2024Q3: 35,094 shares; 2024Q4: 37,016 shares; 2025Q1: 37,067 shares 37,067 $7.06M 0.19% +51 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 111,790 shares; 2024Q1: 117,423 shares; 2024Q2: 125,843 shares; 2024Q3: 133,861 shares; 2024Q4: 128,833 shares; 2025Q1: 144,250 shares 144,250 $6.54M 0.18% +15,417 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 31,434 shares; 2024Q1: 30,491 shares; 2024Q2: 30,367 shares; 2024Q3: 27,544 shares; 2024Q4: 25,200 shares; 2025Q1: 25,144 shares 25,144 $6.14M 0.16% -56 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 33,808 shares; 2024Q1: 33,120 shares; 2024Q2: 31,379 shares; 2024Q3: 31,290 shares; 2024Q4: 31,026 shares; 2025Q1: 30,368 shares 30,368 $6.08M 0.16% -658 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 23,067 shares; 2024Q1: 22,390 shares; 2024Q2: 21,983 shares; 2024Q3: 21,768 shares; 2024Q4: 20,231 shares; 2025Q1: 19,847 shares 19,847 $5.99M 0.16% -384 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 47,000 shares; 2024Q1: 50,000 shares; 2024Q2: 52,600 shares; 2024Q3: 51,900 shares; 2024Q4: 56,750 shares; 2025Q1: 60,370 shares 60,370 $5.97M 0.16% +3,620 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 70,539 shares; 2024Q1: 70,796 shares; 2024Q2: 54,498 shares; 2024Q3: 52,377 shares; 2024Q4: 53,326 shares; 2025Q1: 52,813 shares 52,813 $5.55M 0.15% -513 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 17,102 shares; 2024Q1: 17,731 shares; 2024Q2: 17,243 shares; 2024Q3: 16,992 shares; 2024Q4: 17,655 shares; 2025Q1: 10,394 shares 10,394 $5.44M 0.15% -7,261 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 4,547 shares; 2024Q1: 5,288 shares; 2024Q2: 6,640 shares; 2024Q3: 6,684 shares; 2024Q4: 6,716 shares; 2025Q1: 6,695 shares 6,695 $5.33M 0.14% -21 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 13,745 shares; 2024Q4: 15,378 shares; 2025Q1: 15,505 shares 15,505 $5.22M 0.14% +127 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 20,255 shares; 2024Q1: 19,929 shares; 2024Q2: 22,546 shares; 2024Q3: 22,779 shares; 2024Q4: 22,123 shares; 2025Q1: 21,863 shares 21,863 $5.1M 0.14% -260 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 7,628 shares; 2024Q1: 9,038 shares; 2024Q2: 9,011 shares; 2024Q3: 9,011 shares; 2024Q4: 9,266 shares; 2025Q1: 9,832 shares 9,832 $5.03M 0.13% +566 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 44,408 shares; 2024Q1: 43,548 shares; 2024Q2: 36,220 shares; 2024Q3: 30,492 shares; 2024Q4: 27,769 shares; 2025Q1: 27,179 shares 27,179 $4.88M 0.13% -590 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 16,032 shares; 2024Q1: 17,799 shares; 2024Q2: 17,844 shares; 2024Q3: 17,688 shares; 2024Q4: 17,679 shares; 2025Q1: 17,282 shares 17,282 $4.52M 0.12% -397 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 34,123 shares; 2024Q1: 31,161 shares; 2024Q2: 37,855 shares; 2024Q3: 36,616 shares; 2024Q4: 36,216 shares; 2025Q1: 33,860 shares 33,860 $4.46M 0.12% -2,356 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 8,091 shares; 2024Q1: 9,193 shares; 2024Q2: 9,637 shares; 2024Q3: 9,916 shares; 2024Q4: 7,167 shares; 2025Q1: 7,111 shares 7,111 $4.37M 0.12% -56 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 11,244 shares; 2024Q1: 11,523 shares; 2024Q2: 11,886 shares; 2024Q3: 11,527 shares; 2024Q4: 11,554 shares; 2025Q1: 11,693 shares 11,693 $4.22M 0.11% +139 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 18,610 shares; 2024Q1: 17,864 shares; 2024Q2: 17,091 shares; 2024Q3: 17,091 shares; 2024Q4: 17,091 shares; 2025Q1: 17,488 shares 17,488 $4.14M 0.11% +397 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 10,963 shares; 2024Q1: 138,438 shares; 2024Q2: 255,430 shares; 2024Q3: 258,647 shares; 2024Q4: 13,800 shares; 2025Q1: 13,280 shares 13,280 $4.14M 0.11% -520 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 17,626 shares; 2024Q1: 19,602 shares; 2024Q2: 19,658 shares; 2024Q3: 22,883 shares; 2024Q4: 25,785 shares; 2025Q1: 27,106 shares 27,106 $4.06M 0.11% +1,321 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 117,840 shares; 2024Q1: 83,909 shares; 2024Q2: 31,720 shares; 2024Q3: 31,822 shares; 2024Q4: 30,015 shares; 2025Q1: 30,065 shares 30,065 $3.98M 0.11% +50 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q1: 161,580 shares 161,580 $3.87M 0.1% -4,578 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 7,969 shares; 2024Q1: 9,079 shares; 2024Q2: 9,728 shares; 2024Q3: 9,741 shares; 2024Q4: 10,629 shares; 2025Q1: 10,095 shares 10,095 $3.87M 0.1% -534 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 13,551 shares; 2024Q1: 15,718 shares; 2024Q2: 16,012 shares; 2024Q3: 16,013 shares; 2024Q4: 16,005 shares; 2025Q1: 15,955 shares 15,955 $3.69M 0.1% -50 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 4,437 shares; 2024Q1: 4,802 shares; 2024Q2: 4,932 shares; 2024Q3: 6,770 shares; 2024Q4: 6,788 shares; 2025Q1: 7,231 shares 7,231 $3.6M 0.1% +443 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 706 shares; 2024Q1: 701 shares; 2024Q2: 2,454 shares; 2024Q3: 2,496 shares; 2024Q4: 2,538 shares; 2025Q1: 2,461 shares 2,461 $3.53M 0.09% -77 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 4,904 shares; 2024Q1: 6,091 shares; 2024Q2: 8,289 shares; 2024Q3: 17,404 shares; 2024Q4: 18,021 shares; 2025Q1: 20,384 shares 20,384 $3.52M 0.09% +2,363 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,545 shares; 2024Q1: 3,863 shares; 2024Q2: 4,460 shares; 2024Q3: 8,579 shares; 2024Q4: 8,857 shares; 2025Q1: 9,488 shares 9,488 $3.52M 0.09% +631 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 342,739 shares; 2024Q1: 33,284 shares; 2024Q2: 32,040 shares; 2024Q3: 13,328 shares; 2024Q4: 14,518 shares; 2025Q1: 14,135 shares 14,135 $3.51M 0.09% -383 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 4,394 shares; 2024Q1: 5,011 shares; 2024Q2: 5,645 shares; 2024Q3: 9,491 shares; 2024Q4: 9,750 shares; 2025Q1: 12,907 shares 12,907 $3.34M 0.09% +3,157 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 37,014 shares; 2024Q1: 38,925 shares; 2024Q2: 42,479 shares; 2024Q3: 45,433 shares; 2024Q4: 46,036 shares; 2025Q1: 46,096 shares 46,096 $3.31M 0.09% +60 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 18,677 shares; 2024Q1: 18,570 shares; 2024Q2: 17,946 shares; 2024Q3: 13,173 shares; 2024Q4: 13,173 shares; 2025Q1: 11,994 shares 11,994 $3.3M 0.09% -1,179 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 27,152 shares; 2024Q1: 25,755 shares; 2024Q2: 26,293 shares; 2024Q3: 26,577 shares; 2024Q4: 24,326 shares; 2025Q1: 26,310 shares 26,310 $3.21M 0.09% +1,984 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 19,284 shares; 2024Q1: 19,554 shares; 2024Q2: 19,620 shares; 2024Q3: 20,007 shares; 2024Q4: 18,519 shares; 2025Q1: 20,517 shares 20,517 $3.21M 0.09% +1,998 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 7,902 shares; 2024Q1: 16,820 shares; 2024Q2: 17,108 shares; 2024Q3: 20,898 shares; 2024Q4: 13,560 shares; 2025Q1: 13,610 shares 13,610 $3.18M 0.09% +50 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,276 shares; 2024Q1: 3,144 shares; 2024Q2: 6,742 shares; 2024Q3: 6,468 shares; 2024Q4: 6,509 shares; 2025Q1: 6,356 shares 6,356 $3.08M 0.08% -153 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 14,272 shares; 2024Q1: 13,716 shares; 2024Q2: 13,990 shares; 2024Q3: 12,871 shares; 2024Q4: 13,565 shares; 2025Q1: 19,250 shares 19,250 $3.06M 0.08% +5,685 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 26,575 shares 26,575 $3M 0.08% new 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 41,852 shares; 2024Q1: 41,852 shares; 2024Q2: 42,593 shares; 2024Q3: 45,125 shares; 2024Q4: 45,266 shares; 2025Q1: 45,125 shares 45,125 $2.94M 0.08% -141 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 14,346 shares; 2024Q1: 14,400 shares; 2024Q2: 14,620 shares; 2024Q3: 14,697 shares; 2024Q4: 14,821 shares; 2025Q1: 14,843 shares 14,843 $2.88M 0.08% +22 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 46,363 shares; 2024Q1: 44,992 shares; 2024Q2: 46,674 shares; 2024Q3: 46,895 shares; 2024Q4: 47,104 shares; 2025Q1: 47,886 shares 47,886 $2.87M 0.08% +782 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 26,673 shares; 2024Q1: 29,350 shares; 2024Q2: 33,678 shares; 2024Q3: 45,672 shares; 2024Q4: 44,377 shares; 2025Q1: 47,206 shares 47,206 $2.82M 0.08% +2,829 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 24,836 shares; 2024Q1: 24,915 shares; 2024Q2: 26,572 shares; 2024Q3: 26,646 shares; 2024Q4: 27,654 shares; 2025Q1: 30,870 shares 30,870 $2.77M 0.07% +3,216 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 5,988 shares; 2024Q1: 5,993 shares; 2024Q2: 6,491 shares; 2024Q3: 6,572 shares; 2024Q4: 8,063 shares; 2025Q1: 7,992 shares 7,992 $2.64M 0.07% -71 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 10,338 shares; 2024Q1: 10,387 shares; 2024Q2: 10,809 shares; 2024Q3: 10,888 shares; 2024Q4: 11,213 shares; 2025Q1: 11,229 shares 11,229 $2.62M 0.07% +16 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 28,161 shares; 2024Q1: 28,997 shares; 2024Q2: 25,407 shares; 2024Q3: 25,705 shares; 2024Q4: 25,913 shares; 2025Q1: 26,653 shares 26,653 $2.61M 0.07% +740 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,128 shares 6,128 $2.57M 0.07% new 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 52,609 shares; 2024Q1: 52,543 shares; 2024Q2: 53,443 shares; 2024Q3: 53,499 shares; 2024Q4: 53,528 shares; 2025Q1: 53,335 shares 53,335 $2.49M 0.07% -193 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 19,996 shares; 2024Q1: 20,165 shares; 2024Q2: 20,084 shares; 2024Q3: 19,858 shares; 2024Q4: 18,367 shares; 2025Q1: 17,733 shares 17,733 $2.48M 0.07% -634 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 32,300 shares; 2024Q1: 29,490 shares; 2024Q2: 30,609 shares; 2024Q3: 31,864 shares; 2024Q4: 30,627 shares; 2025Q1: 30,751 shares 30,751 $2.46M 0.07% +124 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 13,972 shares; 2024Q1: 15,481 shares; 2024Q2: 16,078 shares; 2024Q3: 19,363 shares; 2024Q4: 20,828 shares; 2025Q1: 23,212 shares 23,212 $2.42M 0.06% +2,384 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 4,513 shares; 2024Q1: 6,389 shares; 2024Q2: 6,589 shares; 2024Q3: 6,589 shares; 2024Q4: 6,623 shares; 2025Q1: 6,589 shares 6,589 $2.42M 0.06% -34 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 9,965 shares; 2024Q1: 9,954 shares; 2024Q2: 9,933 shares; 2024Q3: 9,908 shares; 2024Q4: 9,908 shares; 2025Q1: 9,908 shares 9,908 $2.36M 0.06% 0 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,112 shares; 2024Q1: 1,379 shares; 2024Q2: 3,972 shares; 2024Q3: 3,954 shares; 2024Q4: 3,966 shares; 2025Q1: 4,162 shares 4,162 $2.33M 0.06% +196 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q1: 102,409 shares 102,409 $2.33M 0.06% +59,123 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 111,520 shares; 2024Q1: 108,426 shares; 2024Q2: 99,841 shares; 2024Q3: 98,302 shares; 2024Q4: 96,747 shares; 2025Q1: 91,283 shares 91,283 $2.31M 0.06% -5,464 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 16,360 shares; 2024Q1: 18,890 shares; 2024Q2: 18,846 shares; 2024Q3: 18,847 shares; 2024Q4: 18,892 shares; 2025Q1: 18,848 shares 18,848 $2.28M 0.06% -44 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 7,176 shares; 2024Q1: 7,171 shares; 2024Q2: 7,893 shares; 2024Q3: 7,907 shares; 2024Q4: 8,377 shares; 2025Q1: 8,444 shares 8,444 $2.27M 0.06% +67 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 9,542 shares; 2024Q1: 9,243 shares; 2024Q2: 9,032 shares; 2024Q3: 9,032 shares; 2024Q4: 8,899 shares; 2025Q1: 8,548 shares 8,548 $2.26M 0.06% -351 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 25,380 shares; 2024Q1: 28,916 shares; 2024Q2: 29,614 shares; 2024Q3: 30,291 shares; 2024Q4: 31,599 shares; 2025Q1: 32,511 shares 32,511 $2.26M 0.06% +912 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 7,381 shares; 2024Q1: 10,956 shares; 2024Q2: 12,338 shares; 2024Q3: 19,743 shares; 2024Q4: 16,033 shares; 2025Q1: 20,954 shares 20,954 $2.19M 0.06% +4,921 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,863 shares; 2024Q1: 4,089 shares; 2024Q2: 4,133 shares; 2024Q3: 3,740 shares; 2024Q4: 3,701 shares; 2025Q1: 3,908 shares 3,908 $2.13M 0.06% +207 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 5,057 shares; 2024Q1: 6,071 shares; 2024Q2: 6,686 shares; 2024Q3: 6,969 shares; 2024Q4: 6,983 shares; 2025Q1: 6,831 shares 6,831 $2.01M 0.05% -152 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 17,430 shares; 2024Q1: 19,550 shares; 2024Q2: 20,318 shares; 2024Q3: 33,833 shares; 2024Q4: 35,832 shares; 2025Q1: 40,619 shares 40,619 $1.8M 0.05% +4,787 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 12,163 shares; 2024Q1: 12,155 shares; 2024Q2: 13,079 shares; 2024Q3: 12,504 shares; 2024Q4: 14,108 shares; 2025Q1: 14,510 shares 14,510 $1.73M 0.05% +402 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 6,705 shares; 2024Q1: 6,697 shares; 2024Q2: 6,629 shares; 2024Q3: 6,629 shares; 2024Q4: 6,835 shares; 2025Q1: 6,774 shares 6,774 $1.72M 0.05% -61 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 28,548 shares; 2024Q1: 28,572 shares; 2024Q2: 27,118 shares; 2024Q3: 27,143 shares; 2024Q4: 27,666 shares; 2025Q1: 28,033 shares 28,033 $1.71M 0.05% +367 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 6,337 shares; 2024Q3: 5,950 shares; 2024Q4: 5,590 shares; 2025Q1: 5,540 shares 5,540 $1.69M 0.05% -50 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 24,987 shares; 2024Q1: 25,490 shares; 2024Q2: 34,333 shares; 2024Q3: 33,747 shares; 2024Q4: 36,296 shares; 2025Q1: 39,515 shares 39,515 $1.65M 0.04% +3,219 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 34,364 shares; 2024Q1: 34,833 shares; 2024Q2: 35,926 shares; 2024Q3: 36,010 shares; 2024Q4: 34,019 shares; 2025Q1: 33,846 shares 33,846 $1.64M 0.04% -173 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 29,135 shares; 2024Q1: 29,521 shares; 2024Q2: 11,983 shares; 2024Q3: 11,923 shares; 2024Q4: 11,903 shares; 2025Q1: 11,903 shares 11,903 $1.61M 0.04% 0 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 4,193 shares; 2024Q1: 4,857 shares; 2024Q2: 5,184 shares; 2024Q3: 11,259 shares; 2024Q4: 11,561 shares; 2025Q1: 12,530 shares 12,530 $1.58M 0.04% +969 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 17,341 shares; 2024Q1: 18,297 shares; 2024Q2: 20,440 shares; 2024Q3: 20,666 shares; 2024Q4: 20,702 shares; 2025Q1: 20,971 shares 20,971 $1.57M 0.04% +269 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 51,997 shares; 2024Q1: 52,402 shares; 2024Q2: 55,970 shares; 2024Q3: 54,530 shares; 2024Q4: 56,956 shares; 2025Q1: 52,753 shares 52,753 $1.49M 0.04% -4,203 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 4,903 shares; 2024Q1: 4,509 shares; 2024Q2: 5,081 shares; 2024Q3: 5,109 shares; 2024Q4: 5,105 shares; 2025Q1: 5,326 shares 5,326 $1.45M 0.04% +221 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 4,774 shares; 2024Q1: 5,170 shares; 2024Q2: 5,272 shares; 2024Q3: 5,536 shares; 2024Q4: 6,095 shares; 2025Q1: 6,307 shares 6,307 $1.44M 0.04% +212 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 7,179 shares; 2024Q1: 8,700 shares; 2024Q2: 11,438 shares; 2024Q3: 11,985 shares; 2024Q4: 12,485 shares; 2025Q1: 19,527 shares 19,527 $1.43M 0.04% +7,042 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 39,869 shares; 2024Q1: 40,668 shares; 2024Q2: 39,131 shares; 2024Q3: 37,616 shares; 2024Q4: 34,431 shares; 2025Q1: 38,533 shares 38,533 $1.42M 0.04% +4,102 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 5,293 shares; 2024Q1: 5,321 shares; 2024Q2: 6,156 shares; 2024Q3: 6,443 shares; 2024Q4: 6,331 shares; 2025Q1: 6,170 shares 6,170 $1.34M 0.04% -161 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 10,833 shares; 2024Q1: 10,852 shares; 2024Q2: 11,263 shares; 2024Q3: 22,653 shares; 2024Q4: 27,706 shares; 2025Q1: 32,006 shares 32,006 $1.34M 0.04% +4,300 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 86,753 shares; 2024Q1: 87,819 shares; 2024Q2: 69,502 shares; 2024Q3: 71,413 shares; 2024Q4: 70,832 shares; 2025Q1: 13,433 shares 13,433 $1.32M 0.04% -57,399 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,727 shares; 2024Q1: 1,720 shares; 2024Q2: 1,733 shares; 2024Q3: 1,722 shares; 2024Q4: 2,219 shares; 2025Q1: 2,102 shares 2,102 $1.28M 0.03% -117 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 690,902 shares; 2024Q1: 712,726 shares; 2024Q2: 6,215 shares; 2024Q3: 7,945 shares; 2024Q4: 9,096 shares; 2025Q1: 18,495 shares 18,495 $1.25M 0.03% +9,399 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 4,006 shares; 2024Q1: 4,006 shares; 2024Q2: 4,006 shares; 2024Q3: 3,900 shares; 2024Q4: 3,900 shares; 2025Q1: 3,912 shares 3,912 $1.24M 0.03% +12 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,605 shares; 2024Q1: 2,425 shares; 2024Q2: 2,700 shares; 2024Q3: 2,815 shares; 2024Q4: 2,712 shares; 2025Q1: 2,500 shares 2,500 $1.24M 0.03% -212 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 360 shares; 2024Q1: 360 shares; 2024Q2: 380 shares; 2024Q3: 3,920 shares; 2024Q4: 4,626 shares; 2025Q1: 4,185 shares 4,185 $1.21M 0.03% -441 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 13,222 shares; 2024Q1: 14,141 shares; 2024Q2: 14,925 shares; 2024Q3: 16,418 shares; 2024Q4: 16,318 shares; 2025Q1: 16,311 shares 16,311 $1.2M 0.03% -7 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,715 shares; 2024Q1: 3,688 shares; 2024Q2: 4,314 shares; 2024Q3: 4,116 shares; 2024Q4: 4,116 shares; 2025Q1: 4,076 shares 4,076 $1.17M 0.03% -40 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 27,165 shares; 2024Q1: 28,826 shares; 2024Q2: 30,092 shares; 2024Q3: 30,425 shares; 2024Q4: 32,480 shares; 2025Q1: 29,988 shares 29,988 $1.14M 0.03% -2,492 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 11,690 shares; 2024Q3: 11,758 shares; 2024Q4: 11,851 shares; 2025Q1: 11,712 shares 11,712 $1.1M 0.03% -139 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 25,623 shares; 2024Q1: 25,765 shares; 2024Q2: 31,836 shares; 2024Q3: 34,251 shares; 2024Q4: 9,345 shares; 2025Q1: 11,457 shares 11,457 $1.09M 0.03% +2,112 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 4,801 shares; 2024Q1: 5,596 shares; 2024Q2: 6,655 shares; 2024Q3: 11,946 shares; 2024Q4: 12,261 shares; 2025Q1: 13,271 shares 13,271 $1.07M 0.03% +1,010 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 4,879 shares; 2025Q1: 5,841 shares 5,841 $1.01M 0.03% +962 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 8,165 shares; 2024Q1: 10,619 shares; 2024Q2: 9,987 shares; 2024Q3: 25,097 shares; 2024Q4: 31,262 shares; 2025Q1: 37,427 shares 37,427 $998K 0.03% +6,165 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 6,293 shares; 2024Q1: 6,330 shares; 2024Q2: 6,341 shares; 2024Q3: 6,381 shares; 2024Q4: 6,574 shares; 2025Q1: 6,493 shares 6,493 $997K 0.03% -81 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 9,356 shares; 2024Q3: 26,502 shares; 2024Q4: 28,232 shares; 2025Q1: 32,523 shares 32,523 $990K 0.03% +4,291 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 45,250 shares; 2025Q1: 45,250 shares 45,250 $973K 0.03% 0 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 4,195 shares; 2024Q4: 4,259 shares; 2025Q1: 6,874 shares 6,874 $971K 0.03% +2,615 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,040 shares; 2024Q1: 1,025 shares; 2024Q2: 1,170 shares; 2024Q3: 1,205 shares; 2024Q4: 1,121 shares; 2025Q1: 1,019 shares 1,019 $950K 0.03% -102 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,634 shares; 2024Q1: 2,588 shares; 2024Q2: 2,863 shares; 2024Q3: 2,801 shares; 2024Q4: 2,815 shares; 2025Q1: 2,693 shares 2,693 $940K 0.03% -122 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 9,815 shares; 2024Q1: 10,769 shares; 2024Q2: 12,243 shares; 2024Q3: 13,577 shares; 2024Q4: 13,331 shares; 2025Q1: 12,912 shares 12,912 $921K 0.02% -419 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 7,280 shares; 2024Q1: 7,280 shares; 2024Q2: 8,780 shares; 2024Q3: 9,185 shares; 2024Q4: 9,655 shares; 2025Q1: 8,287 shares 8,287 $909K 0.02% -1,368 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 494 shares; 2024Q1: 1,078 shares; 2024Q2: 1,212 shares; 2024Q3: 1,597 shares; 2024Q4: 1,215 shares; 2025Q1: 1,368 shares 1,368 $907K 0.02% +153 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 10,189 shares; 2024Q1: 11,449 shares; 2024Q2: 12,753 shares; 2024Q3: 13,367 shares; 2024Q4: 13,260 shares; 2025Q1: 10,343 shares 10,343 $899K 0.02% -2,917 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 8,290 shares; 2024Q1: 11,090 shares; 2024Q2: 15,847 shares; 2024Q3: 21,582 shares; 2024Q4: 24,615 shares; 2025Q1: 26,537 shares 26,537 $897K 0.02% +1,922 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 5,440 shares; 2024Q2: 8,994 shares; 2024Q3: 11,717 shares; 2024Q4: 12,122 shares; 2025Q1: 12,358 shares 12,358 $877K 0.02% +236 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 11,203 shares; 2024Q1: 11,765 shares; 2024Q2: 12,460 shares; 2024Q3: 2,545 shares; 2024Q4: 2,021 shares; 2025Q1: 2,464 shares 2,464 $869K 0.02% +443 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 288,917 shares; 2024Q1: 166,517 shares; 2024Q2: 186,517 shares; 2024Q3: 194,445 shares; 2024Q4: 194,445 shares; 2025Q1: 63,745 shares 63,745 $868K 0.02% -130,700 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 360 shares; 2024Q1: 1,122 shares; 2024Q2: 1,114 shares; 2024Q3: 1,007 shares; 2024Q4: 1,008 shares; 2025Q1: 655 shares 655 $868K 0.02% -353 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 13,221 shares; 2024Q1: 13,063 shares; 2024Q2: 14,351 shares; 2024Q3: 15,078 shares; 2024Q4: 15,321 shares; 2025Q1: 15,170 shares 15,170 $851K 0.02% -151 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 4,065 shares; 2024Q2: 4,073 shares; 2024Q3: 3,298 shares; 2024Q4: 8,415 shares; 2025Q1: 14,282 shares 14,282 $850K 0.02% +5,867 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 16,446 shares; 2024Q1: 17,191 shares; 2024Q2: 16,601 shares; 2024Q3: 16,172 shares; 2024Q4: 16,260 shares; 2025Q1: 18,008 shares 18,008 $845K 0.02% +1,748 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,004 shares; 2024Q1: 1,978 shares; 2024Q2: 2,140 shares; 2024Q3: 2,454 shares; 2024Q4: 2,778 shares; 2025Q1: 3,247 shares 3,247 $842K 0.02% +469 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,890 shares; 2024Q1: 1,884 shares; 2024Q2: 1,919 shares; 2024Q3: 1,851 shares; 2024Q4: 1,860 shares; 2025Q1: 1,692 shares 1,692 $819K 0.02% -168 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 18,076 shares; 2024Q1: 18,188 shares; 2024Q2: 19,683 shares; 2024Q3: 24,866 shares; 2024Q4: 25,846 shares; 2025Q1: 28,371 shares 28,371 $809K 0.02% +2,525 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 5,349 shares; 2024Q1: 5,962 shares; 2024Q2: 7,022 shares; 2024Q3: 6,849 shares; 2024Q4: 6,415 shares; 2025Q1: 7,371 shares 7,371 $805K 0.02% +956 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,944 shares; 2024Q1: 1,944 shares; 2024Q2: 2,137 shares; 2024Q3: 2,114 shares; 2024Q4: 2,156 shares; 2025Q1: 2,132 shares 2,132 $794K 0.02% -24 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,158 shares; 2024Q1: 2,453 shares; 2024Q2: 3,365 shares; 2024Q3: 3,761 shares; 2024Q4: 3,337 shares; 2025Q1: 3,753 shares 3,753 $786K 0.02% +416 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 9,821 shares; 2024Q1: 8,064 shares; 2024Q2: 7,575 shares; 2024Q3: 7,423 shares; 2024Q4: 5,187 shares; 2025Q1: 5,720 shares 5,720 $783K 0.02% +533 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,291 shares; 2024Q1: 3,993 shares; 2024Q2: 4,155 shares; 2024Q3: 3,864 shares; 2024Q4: 3,749 shares; 2025Q1: 2,876 shares 2,876 $767K 0.02% -873 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,571 shares; 2024Q1: 1,586 shares; 2024Q2: 1,599 shares; 2024Q3: 1,652 shares; 2024Q4: 390 shares; 2025Q1: 391 shares 391 $763K 0.02% +1 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,344 shares; 2024Q1: 2,889 shares; 2024Q2: 3,684 shares; 2024Q3: 4,388 shares; 2024Q4: 4,596 shares; 2025Q1: 4,365 shares 4,365 $753K 0.02% -231 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 172 shares; 2024Q2: 9,240 shares; 2024Q3: 11,252 shares; 2024Q4: 15,076 shares; 2025Q1: 14,737 shares 14,737 $740K 0.02% -339 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 12,900 shares; 2024Q3: 8,000 shares; 2024Q4: 11,580 shares; 2025Q1: 11,580 shares 11,580 $739K 0.02% 0 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,654 shares; 2024Q1: 1,480 shares; 2024Q2: 1,666 shares; 2024Q3: 1,528 shares; 2024Q4: 1,471 shares; 2025Q1: 1,421 shares 1,421 $722K 0.02% -50 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 8,640 shares; 2024Q1: 7,150 shares; 2024Q2: 7,167 shares; 2024Q3: 7,701 shares; 2024Q4: 7,827 shares; 2025Q1: 7,120 shares 7,120 $718K 0.02% -707 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 7,013 shares; 2024Q1: 7,013 shares; 2024Q2: 6,676 shares; 2024Q3: 9,006 shares; 2024Q4: 11,477 shares; 2025Q1: 12,662 shares 12,662 $677K 0.02% +1,185 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2,599 shares; 2024Q3: 1,500 shares; 2024Q4: 3,909 shares; 2025Q1: 3,000 shares 3,000 $676K 0.02% -909 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 5,386 shares; 2024Q1: 4,355 shares; 2024Q2: 5,221 shares; 2024Q3: 13,668 shares; 2024Q4: 15,002 shares; 2025Q1: 19,268 shares 19,268 $673K 0.02% +4,266 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 533 shares; 2024Q1: 533 shares; 2024Q2: 533 shares; 2024Q3: 533 shares; 2024Q4: 533 shares; 2025Q1: 533 shares 533 $658K 0.02% 0 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 30,216 shares; 2024Q1: 30,704 shares; 2024Q2: 33,329 shares; 2024Q3: 33,838 shares; 2024Q4: 34,320 shares; 2025Q1: 35,202 shares 35,202 $654K 0.02% +882 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,162 shares; 2024Q1: not reported; 2024Q2: 1,966 shares; 2024Q3: 1,516 shares; 2024Q4: 2,266 shares; 2025Q1: 2,110 shares 2,110 $645K 0.02% -156 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 412 shares; 2024Q1: 645 shares; 2024Q2: 743 shares; 2024Q3: 637 shares; 2024Q4: 643 shares; 2025Q1: 651 shares 651 $643K 0.02% +8 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 96,888 shares; 2024Q1: 99,281 shares; 2024Q2: 102,857 shares; 2024Q3: 104,703 shares; 2024Q4: 105,090 shares; 2025Q1: 1,433 shares 1,433 $640K 0.02% -103,657 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 6,412 shares; 2024Q1: 6,403 shares; 2024Q2: 6,403 shares; 2024Q3: 6,424 shares; 2024Q4: 8,022 shares; 2025Q1: 7,719 shares 7,719 $620K 0.02% -303 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 686 shares; 2024Q1: 681 shares; 2024Q2: 351 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,140 shares 1,140 $618K 0.02% new 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,830 shares; 2024Q1: 3,830 shares; 2024Q2: 3,830 shares; 2024Q3: 3,830 shares; 2024Q4: 3,972 shares; 2025Q1: 4,930 shares 4,930 $610K 0.02% +958 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,538 shares 4,538 $599K 0.02% new 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 1,123 shares; 2024Q2: 1,474 shares; 2024Q3: 1,474 shares; 2024Q4: 3,173 shares; 2025Q1: 4,070 shares 4,070 $593K 0.02% +897 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 4,790 shares; 2024Q1: 4,790 shares; 2024Q2: 8,128 shares; 2024Q3: 7,498 shares; 2024Q4: 9,395 shares; 2025Q1: 9,283 shares 9,283 $584K 0.02% -112 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 16,779 shares; 2024Q4: 8,071 shares; 2025Q1: 7,960 shares 7,960 $575K 0.02% -111 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 11,037 shares; 2024Q1: 11,037 shares; 2024Q2: 11,037 shares; 2024Q3: 11,037 shares; 2024Q4: 11,037 shares; 2025Q1: 11,037 shares 11,037 $573K 0.02% 0 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,242 shares; 2024Q1: 3,359 shares; 2024Q2: 3,532 shares; 2024Q3: 3,626 shares; 2024Q4: 3,874 shares; 2025Q1: 3,187 shares 3,187 $571K 0.02% -687 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 3,798 shares; 2024Q3: 5,397 shares; 2024Q4: 6,327 shares; 2025Q1: 6,772 shares 6,772 $566K 0.02% +445 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 27,870 shares; 2024Q1: 33,129 shares; 2024Q2: 5,300 shares; 2024Q3: 6,363 shares; 2024Q4: 6,354 shares; 2025Q1: 6,162 shares 6,162 $554K 0.01% -192 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,498 shares; 2024Q1: 2,698 shares; 2024Q2: 2,709 shares; 2024Q3: 2,700 shares; 2024Q4: 2,694 shares; 2025Q1: 2,577 shares 2,577 $553K 0.01% -117 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 7,672 shares; 2024Q1: 7,565 shares; 2024Q2: 11,917 shares; 2024Q3: 12,377 shares; 2024Q4: 8,274 shares; 2025Q1: 7,570 shares 7,570 $552K 0.01% -704 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2,165 shares; 2024Q3: 3,883 shares; 2024Q4: 3,937 shares; 2025Q1: 3,883 shares 3,883 $535K 0.01% -54 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 15,340 shares; 2024Q1: 12,961 shares; 2024Q2: 12,965 shares; 2024Q3: 13,164 shares; 2024Q4: 10,068 shares; 2025Q1: 18,172 shares 18,172 $535K 0.01% +8,104 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,103 shares; 2024Q1: 3,012 shares; 2024Q2: 3,168 shares; 2024Q3: 2,984 shares; 2024Q4: 2,568 shares; 2025Q1: 2,650 shares 2,650 $534K 0.01% +82 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 7,292 shares; 2025Q1: 7,372 shares 7,372 $531K 0.01% +80 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,660 shares; 2024Q1: 2,632 shares; 2024Q2: 2,635 shares; 2024Q3: 2,639 shares; 2024Q4: 2,825 shares; 2025Q1: 2,920 shares 2,920 $513K 0.01% +95 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 5,121 shares; 2024Q1: 5,900 shares; 2024Q2: 6,338 shares; 2024Q3: 5,946 shares; 2024Q4: 5,879 shares; 2025Q1: 4,888 shares 4,888 $510K 0.01% -991 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,581 shares; 2024Q1: 2,584 shares; 2024Q2: 2,449 shares; 2024Q3: 2,415 shares; 2024Q4: 2,554 shares; 2025Q1: 2,412 shares 2,412 $499K 0.01% -142 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 46,958 shares; 2024Q1: 46,813 shares; 2024Q2: 49,502 shares; 2024Q3: 49,466 shares; 2024Q4: 49,482 shares; 2025Q1: 49,767 shares 49,767 $499K 0.01% +285 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 5,215 shares; 2024Q1: 5,195 shares; 2024Q2: 6,126 shares; 2024Q3: 6,129 shares; 2024Q4: 7,085 shares; 2025Q1: 6,636 shares 6,636 $496K 0.01% -449 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 187 shares; 2024Q3: 267 shares; 2024Q4: 279 shares; 2025Q1: 267 shares 267 $495K 0.01% -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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2,330 shares; 2024Q3: 2,508 shares; 2024Q4: 2,570 shares; 2025Q1: 2,118 shares 2,118 $493K 0.01% -452 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 5,123 shares; 2025Q1: 518 shares 518 $490K 0.01% -4,605 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 5,566 shares; 2025Q1: 5,566 shares 5,566 $490K 0.01% 0 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,445 shares 5,445 $487K 0.01% new 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 7,297 shares; 2024Q1: 7,003 shares; 2024Q2: 7,032 shares; 2024Q3: 6,788 shares; 2024Q4: 6,147 shares; 2025Q1: 4,328 shares 4,328 $485K 0.01% -1,819 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 21,772 shares; 2024Q1: 21,651 shares; 2024Q2: 11,112 shares; 2024Q3: 2,838 shares; 2024Q4: 1,837 shares; 2025Q1: 1,770 shares 1,770 $476K 0.01% -67 Timeline IOT SAMSARA INC More: the full row for SAMSARA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 6,850 shares; 2024Q1: 6,850 shares; 2024Q2: 12,300 shares; 2024Q3: 12,300 shares; 2024Q4: 12,300 shares; 2025Q1: 12,300 shares 12,300 $471K 0.01% 0 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,936 shares; 2024Q1: 2,926 shares; 2024Q2: 2,833 shares; 2024Q3: 2,728 shares; 2024Q4: 1,817 shares; 2025Q1: 1,818 shares 1,818 $470K 0.01% +1 Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 10,968 shares; 2024Q1: 32,625 shares; 2024Q2: 39,136 shares; 2024Q3: 37,708 shares; 2024Q4: 46,428 shares; 2025Q1: 45,194 shares 45,194 $465K 0.01% -1,234 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 9,178 shares; 2024Q1: 9,756 shares; 2024Q2: 10,539 shares; 2024Q3: 12,090 shares; 2024Q4: 12,284 shares; 2025Q1: 9,885 shares 9,885 $456K 0.01% -2,399 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 4,620 shares; 2025Q1: 5,376 shares 5,376 $454K 0.01% +756 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 10,184 shares; 2024Q1: 10,222 shares; 2024Q2: 11,423 shares; 2024Q3: 12,481 shares; 2024Q4: 12,536 shares; 2025Q1: 13,271 shares 13,271 $453K 0.01% +735 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,171 shares; 2024Q1: 2,171 shares; 2024Q2: 2,234 shares; 2024Q3: 2,172 shares; 2024Q4: 2,172 shares; 2025Q1: 2,172 shares 2,172 $448K 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,389 shares; 2024Q1: 2,423 shares; 2024Q2: 2,840 shares; 2024Q3: 2,539 shares; 2024Q4: 2,721 shares; 2025Q1: 2,701 shares 2,701 $445K 0.01% -20 Timeline HUBS HUBSPOT INC More: the full row for HUBSPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 4,395 shares; 2024Q1: 4,333 shares; 2024Q2: 4,575 shares; 2024Q3: 4,685 shares; 2024Q4: 851 shares; 2025Q1: 777 shares 777 $444K 0.01% -74 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 973 shares; 2024Q3: 1,102 shares; 2024Q4: 1,495 shares; 2025Q1: 1,260 shares 1,260 $435K 0.01% -235 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2,597 shares; 2024Q4: 16,465 shares; 2025Q1: 16,898 shares 16,898 $429K 0.01% +433 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,049 shares; 2024Q1: 2,013 shares; 2024Q2: 2,106 shares; 2024Q3: 1,932 shares; 2024Q4: 3,106 shares; 2025Q1: 3,564 shares 3,564 $426K 0.01% +458 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 12,039 shares; 2024Q1: 13,510 shares; 2024Q2: 16,285 shares; 2024Q3: 15,564 shares; 2024Q4: 11,888 shares; 2025Q1: 9,050 shares 9,050 $426K 0.01% -2,838 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 13,558 shares; 2024Q2: 13,593 shares; 2024Q3: 13,653 shares; 2024Q4: 13,718 shares; 2025Q1: 13,781 shares 13,781 $424K 0.01% +63 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,138 shares; 2024Q1: 3,488 shares; 2024Q2: 5,288 shares; 2024Q3: 5,467 shares; 2024Q4: 6,819 shares; 2025Q1: 7,025 shares 7,025 $422K 0.01% +206 Timeline 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,008 shares; 2024Q1: 2,008 shares; 2024Q2: 2,008 shares; 2024Q3: 2,008 shares; 2024Q4: 2,066 shares; 2025Q1: 2,066 shares 2,066 $416K 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 8,509 shares; 2024Q3: 10,386 shares; 2024Q4: 10,386 shares; 2025Q1: 11,835 shares 11,835 $405K 0.01% +1,449 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,133 shares; 2024Q1: 1,607 shares; 2024Q2: 1,459 shares; 2024Q3: 1,459 shares; 2024Q4: 1,389 shares; 2025Q1: 1,350 shares 1,350 $404K 0.01% -39 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 319 shares; 2024Q4: 318 shares; 2025Q1: 291 shares 291 $402K 0.01% -27 Timeline PINS PINTEREST INC More: the full row for PINTEREST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 68,096 shares; 2024Q1: 62,287 shares; 2024Q2: 62,641 shares; 2024Q3: 64,637 shares; 2024Q4: 13,740 shares; 2025Q1: 12,943 shares 12,943 $401K 0.01% -797 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,662 shares; 2024Q1: 1,848 shares; 2024Q2: 1,293 shares; 2024Q3: 1,293 shares; 2024Q4: 1,293 shares; 2025Q1: 1,293 shares 1,293 $399K 0.01% 0 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,425 shares; 2024Q1: 4,000 shares; 2024Q2: 4,000 shares; 2024Q3: 3,925 shares; 2024Q4: 3,875 shares; 2025Q1: 3,875 shares 3,875 $396K 0.01% 0 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2,350 shares; 2024Q4: 2,348 shares; 2025Q1: 2,444 shares 2,444 $390K 0.01% +96 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,429 shares; 2024Q1: 1,429 shares; 2024Q2: 1,429 shares; 2024Q3: 1,429 shares; 2024Q4: 1,371 shares; 2025Q1: 1,463 shares 1,463 $388K 0.01% +92 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 7,315 shares; 2024Q1: 6,193 shares; 2024Q2: 5,392 shares; 2024Q3: 4,804 shares; 2024Q4: 6,277 shares; 2025Q1: 9,410 shares 9,410 $387K 0.01% +3,133 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,357 shares; 2025Q1: 1,368 shares 1,368 $387K 0.01% +11 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,499 shares; 2024Q1: 2,499 shares; 2024Q2: 2,614 shares; 2024Q3: 3,818 shares; 2024Q4: 3,818 shares; 2025Q1: 2,662 shares 2,662 $379K 0.01% -1,156 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 12,216 shares; 2024Q1: 12,558 shares; 2024Q2: 14,659 shares; 2024Q3: 15,456 shares; 2024Q4: 15,456 shares; 2025Q1: 12,348 shares 12,348 $378K 0.01% -3,108 Timeline ARES MANAGEMENT CORPORATION ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,810 shares 7,810 $377K 0.01% new 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 48,988 shares; 2024Q1: 49,588 shares; 2024Q2: 49,588 shares; 2024Q3: 49,588 shares; 2024Q4: 49,688 shares; 2025Q1: 49,688 shares 49,688 $373K 0.01% 0 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 6,000 shares; 2024Q4: 6,000 shares; 2025Q1: 8,511 shares 8,511 $371K 0.01% +2,511 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 8,402 shares; 2024Q1: 8,591 shares; 2024Q2: 8,592 shares; 2024Q3: 8,514 shares; 2024Q4: 6,684 shares; 2025Q1: 1,837 shares 1,837 $367K 0.01% -4,847 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 11,717 shares; 2024Q1: 11,999 shares; 2024Q2: 8,546 shares; 2024Q3: 6,340 shares; 2024Q4: 5,478 shares; 2025Q1: 5,395 shares 5,395 $366K 0.01% -83 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 3,325 shares; 2024Q2: 4,450 shares; 2024Q3: 4,450 shares; 2024Q4: 4,450 shares; 2025Q1: 6,264 shares 6,264 $366K 0.01% +1,814 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 5,037 shares; 2024Q1: 4,702 shares; 2024Q2: 4,774 shares; 2024Q3: 4,824 shares; 2024Q4: 4,931 shares; 2025Q1: 2,511 shares 2,511 $364K 0.01% -2,420 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,456 shares; 2024Q1: 3,999 shares; 2024Q2: 4,390 shares; 2024Q3: 3,618 shares; 2024Q4: 3,868 shares; 2025Q1: 3,478 shares 3,478 $364K 0.01% -390 Timeline SMBK SMARTFINANCIAL INC More: the full row for SMARTFINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 11,342 shares; 2025Q1: 11,690 shares 11,690 $363K 0.01% +348 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 5,374 shares; 2024Q3: 8,751 shares; 2024Q4: 8,808 shares; 2025Q1: 6,264 shares 6,264 $347K 0.01% -2,544 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 805 shares; 2024Q2: 1,009 shares; 2024Q3: 1,173 shares; 2024Q4: 6,190 shares; 2025Q1: 6,284 shares 6,284 $346K 0.01% +94 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,796 shares; 2024Q1: 3,180 shares; 2024Q2: 3,587 shares; 2024Q3: 2,868 shares; 2024Q4: 3,461 shares; 2025Q1: 3,983 shares 3,983 $346K 0.01% +522 Timeline AR ANTERO RESOURCES CORP More: the full row for ANTERO RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,447 shares 8,447 $342K 0.01% new 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 3,296 shares; 2024Q3: 4,689 shares; 2024Q4: 4,691 shares; 2025Q1: 3,707 shares 3,707 $340K 0.01% -984 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 370 shares; 2024Q1: 305 shares; 2024Q2: 474 shares; 2024Q3: 440 shares; 2024Q4: 433 shares; 2025Q1: 407 shares 407 $332K 0.01% -26 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 826 shares; 2025Q1: 1,201 shares 1,201 $318K 0.01% +375 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 7,876 shares; 2024Q2: 11,427 shares; 2024Q3: 7,917 shares; 2024Q4: 4,305 shares; 2025Q1: 4,305 shares 4,305 $316K 0.01% 0 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 5,286 shares; 2024Q2: 5,409 shares; 2024Q3: 5,673 shares; 2024Q4: 5,700 shares; 2025Q1: 5,514 shares 5,514 $312K 0.01% -186 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,801 shares; 2024Q1: 2,801 shares; 2024Q2: 2,801 shares; 2024Q3: 2,801 shares; 2024Q4: 2,801 shares; 2025Q1: 2,801 shares 2,801 $311K 0.01% 0 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,548 shares; 2024Q4: 1,939 shares; 2025Q1: 2,145 shares 2,145 $310K 0.01% +206 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 3,191 shares; 2024Q3: 3,191 shares; 2024Q4: 3,191 shares; 2025Q1: 3,301 shares 3,301 $306K 0.01% +110 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 11,959 shares; 2024Q1: 11,959 shares; 2024Q2: 13,497 shares; 2024Q3: 11,252 shares; 2024Q4: 11,152 shares; 2025Q1: 13,796 shares 13,796 $306K 0.01% +2,644 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 1,344 shares; 2024Q2: not reported; 2024Q3: 1,344 shares; 2024Q4: 1,356 shares; 2025Q1: 2,070 shares 2,070 $305K 0.01% +714 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 13,261 shares; 2024Q4: 14,450 shares; 2025Q1: 17,403 shares 17,403 $299K 0.01% +2,953 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2,051 shares; 2024Q3: 3,136 shares; 2024Q4: 2,755 shares; 2025Q1: 3,359 shares 3,359 $295K 0.01% +604 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 508 shares; 2024Q2: 508 shares; 2024Q3: 613 shares; 2024Q4: not reported; 2025Q1: 684 shares 684 $293K 0.01% new Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,021 shares 4,021 $291K 0.01% new Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 51 shares; 2024Q3: 60 shares; 2024Q4: 65 shares; 2025Q1: 63 shares 63 $290K 0.01% -2 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 2,588 shares; 2024Q2: 2,202 shares; 2024Q3: 2,202 shares; 2024Q4: 2,194 shares; 2025Q1: 2,096 shares 2,096 $290K 0.01% -98 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,788 shares; 2025Q1: 1,788 shares 1,788 $281K 0.01% 0 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,671 shares; 2024Q1: 3,630 shares; 2024Q2: 3,636 shares; 2024Q3: 3,213 shares; 2024Q4: 3,213 shares; 2025Q1: 2,539 shares 2,539 $278K 0.01% -674 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,488 shares 2,488 $277K 0.01% new 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 3,619 shares; 2024Q4: 3,890 shares; 2025Q1: 3,619 shares 3,619 $277K 0.01% -271 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,200 shares 1,200 $274K 0.01% new Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,076 shares; 2024Q4: 1,201 shares; 2025Q1: 1,329 shares 1,329 $273K 0.01% +128 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 4,963 shares; 2024Q1: 4,912 shares; 2024Q2: 4,428 shares; 2024Q3: 4,275 shares; 2024Q4: 3,999 shares; 2025Q1: 3,210 shares 3,210 $273K 0.01% -789 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 4,608 shares; 2024Q1: 4,608 shares; 2024Q2: 5,023 shares; 2024Q3: 4,643 shares; 2024Q4: 4,809 shares; 2025Q1: 4,655 shares 4,655 $272K 0.01% -154 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,865 shares; 2024Q3: 2,066 shares; 2024Q4: 2,072 shares; 2025Q1: 2,087 shares 2,087 $269K 0.01% +15 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 2,773 shares; 2024Q2: 2,773 shares; 2024Q3: 2,774 shares; 2024Q4: 2,826 shares; 2025Q1: 2,649 shares 2,649 $268K 0.01% -177 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 4,371 shares; 2025Q1: 5,840 shares 5,840 $267K 0.01% +1,469 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 12,255 shares; 2024Q2: 14,250 shares; 2024Q3: 7,240 shares; 2024Q4: 2,738 shares; 2025Q1: 2,733 shares 2,733 $263K 0.01% -5 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 3,689 shares; 2024Q3: 3,689 shares; 2024Q4: 3,420 shares; 2025Q1: 3,381 shares 3,381 $262K 0.01% -39 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,965 shares; 2024Q1: 1,778 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,224 shares; 2025Q1: 1,761 shares 1,761 $258K 0.01% +537 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 40,732 shares; 2024Q1: 41,847 shares; 2024Q2: 43,064 shares; 2024Q3: 44,249 shares; 2024Q4: 45,508 shares; 2025Q1: 46,739 shares 46,739 $258K 0.01% +1,231 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 7,483 shares; 2024Q4: 7,483 shares; 2025Q1: 6,176 shares 6,176 $256K 0.01% -1,307 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,530 shares; 2024Q3: 1,530 shares; 2024Q4: 1,530 shares; 2025Q1: 1,530 shares 1,530 $254K 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,105 shares; 2025Q1: 2,071 shares 2,071 $253K 0.01% -34 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 6,987 shares; 2024Q1: 6,987 shares; 2024Q2: 6,987 shares; 2024Q3: 6,987 shares; 2024Q4: 6,987 shares; 2025Q1: 6,987 shares 6,987 $252K 0.01% 0 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,580 shares; 2024Q1: 1,640 shares; 2024Q2: 1,640 shares; 2024Q3: 1,274 shares; 2024Q4: 1,199 shares; 2025Q1: 1,140 shares 1,140 $252K 0.01% -59 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 442 shares; 2025Q1: 569 shares 569 $249K 0.01% +127 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,091 shares; 2024Q1: 1,070 shares; 2024Q2: 1,070 shares; 2024Q3: 1,000 shares; 2024Q4: 1,021 shares; 2025Q1: 1,000 shares 1,000 $244K 0.01% -21 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 965 shares; 2024Q1: 1,080 shares; 2024Q2: 1,080 shares; 2024Q3: 1,124 shares; 2024Q4: 1,124 shares; 2025Q1: 1,093 shares 1,093 $242K 0.01% -31 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 5,698 shares; 2025Q1: 4,890 shares 4,890 $241K 0.01% -808 Timeline CADE CADENCE BANK More: the full row for CADENCE BANK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 8,726 shares; 2024Q1: 8,541 shares; 2024Q2: 8,541 shares; 2024Q3: 7,931 shares; 2024Q4: 7,931 shares; 2025Q1: 7,931 shares 7,931 $241K 0.01% 0 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,980 shares; 2024Q1: 1,980 shares; 2024Q2: 1,980 shares; 2024Q3: 1,980 shares; 2024Q4: 1,980 shares; 2025Q1: 1,980 shares 1,980 $240K 0.01% 0 Timeline ENOV ENOVIS CORPORATION More: the full row for ENOVIS CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,211 shares 6,211 $237K 0.01% new Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 31,720 shares; 2024Q1: 31,981 shares; 2024Q2: 30,226 shares; 2024Q3: 2,824 shares; 2024Q4: 4,723 shares; 2025Q1: 3,150 shares 3,150 $236K 0.01% -1,573 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 6,379 shares; 2024Q3: 11,912 shares; 2024Q4: 11,589 shares; 2025Q1: 8,459 shares 8,459 $234K 0.01% -3,130 Timeline UTG REAVES UTIL INCOME FD More: the full row for REAVES UTIL INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,163 shares 7,163 $233K 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 4,538 shares; 2024Q1: 4,542 shares; 2024Q2: 6,873 shares; 2024Q3: 1,334 shares; 2024Q4: 1,511 shares; 2025Q1: 1,356 shares 1,356 $231K 0.01% -155 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,608 shares; 2024Q4: 1,743 shares; 2025Q1: 1,434 shares 1,434 $228K 0.01% -309 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,622 shares; 2025Q1: 2,274 shares 2,274 $228K 0.01% -348 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 3,025 shares; 2025Q1: 2,909 shares 2,909 $228K 0.01% -116 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,154 shares; 2024Q4: 1,430 shares; 2025Q1: 1,365 shares 1,365 $226K 0.01% -65 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 37,382 shares; 2024Q1: 16,226 shares; 2024Q2: 14,745 shares; 2024Q3: 14,756 shares; 2024Q4: 9,845 shares; 2025Q1: 6,020 shares 6,020 $225K 0.01% -3,825 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares 3,000 $224K 0.01% 0 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 8,511 shares; 2025Q1: 7,995 shares 7,995 $223K 0.01% -516 Timeline MKSI MKS INC. More: the full row for MKS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 1,741 shares; 2024Q2: 2,282 shares; 2024Q3: 2,077 shares; 2024Q4: 2,411 shares; 2025Q1: 2,742 shares 2,742 $220K 0.01% +331 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 1,060 shares; 2024Q2: 1,060 shares; 2024Q3: 1,232 shares; 2024Q4: 1,232 shares; 2025Q1: 1,239 shares 1,239 $219K 0.01% +7 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 27,188 shares; 2024Q1: 28,465 shares; 2024Q2: 27,442 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,878 shares 2,878 $218K 0.01% new Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,200 shares; 2025Q1: 2,189 shares 2,189 $217K 0.01% -11 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,463 shares; 2025Q1: 1,419 shares 1,419 $217K 0.01% -44 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 11,471 shares; 2024Q2: 11,471 shares; 2024Q3: 11,471 shares; 2024Q4: 11,471 shares; 2025Q1: 14,013 shares 14,013 $215K 0.01% +2,542 Timeline ACA ARCOSA INC More: the full row for ARCOSA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2,987 shares; 2024Q3: 3,095 shares; 2024Q4: 2,855 shares; 2025Q1: 2,789 shares 2,789 $215K 0.01% -66 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 723 shares; 2025Q1: 635 shares 635 $215K 0.01% -88 Timeline KWR QUAKER HOUGHTON More: the full row for QUAKER HOUGHTON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,193 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,730 shares 1,730 $214K 0.01% new Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 8,969 shares; 2024Q1: 8,877 shares; 2024Q2: 8,954 shares; 2024Q3: 9,564 shares; 2024Q4: 1,710 shares; 2025Q1: 1,461 shares 1,461 $214K 0.01% -249 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 376 shares 376 $213K 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 6,874 shares; 2024Q1: 6,874 shares; 2024Q2: 6,874 shares; 2024Q3: 6,874 shares; 2024Q4: 6,874 shares; 2025Q1: 6,874 shares 6,874 $211K 0.01% 0 Timeline CIGI COLLIERS INTL GROUP INC More: the full row for COLLIERS INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,740 shares; 2024Q4: 1,740 shares; 2025Q1: 1,740 shares 1,740 $211K 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 2,362 shares; 2024Q2: 3,303 shares; 2024Q3: 3,168 shares; 2024Q4: 2,877 shares; 2025Q1: 3,004 shares 3,004 $211K 0.01% +127 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,038 shares; 2025Q1: 953 shares 953 $210K 0.01% -85 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2,232 shares; 2024Q3: 2,037 shares; 2024Q4: 2,447 shares; 2025Q1: 2,178 shares 2,178 $209K 0.01% -269 Timeline CR CRANE COMPANY More: the full row for CRANE COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,367 shares; 2024Q4: 1,439 shares; 2025Q1: 1,367 shares 1,367 $209K 0.01% -72 Timeline IOSP INNOSPEC INC More: the full row for INNOSPEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,654 shares; 2024Q1: not reported; 2024Q2: 1,991 shares; 2024Q3: 2,208 shares; 2024Q4: 2,217 shares; 2025Q1: 2,208 shares 2,208 $209K 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 10,546 shares; 2024Q1: 10,570 shares; 2024Q2: 8,597 shares; 2024Q3: 8,629 shares; 2024Q4: 8,824 shares; 2025Q1: 8,202 shares 8,202 $208K 0.01% -622 Timeline CRUS CIRRUS LOGIC INC More: the full row for CIRRUS LOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,686 shares; 2024Q3: 1,776 shares; 2024Q4: not reported; 2025Q1: 2,080 shares 2,080 $207K 0.01% new Timeline RS RELIANCE INC More: the full row for RELIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 736 shares; 2024Q1: 736 shares; 2024Q2: 854 shares; 2024Q3: 806 shares; 2024Q4: 814 shares; 2025Q1: 717 shares 717 $207K 0.01% -97 Timeline ESAB ESAB CORPORATION More: the full row for ESAB CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,799 shares; 2025Q1: 1,775 shares 1,775 $207K 0.01% -24 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,597 shares; 2024Q4: not reported; 2025Q1: 1,597 shares 1,597 $206K 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,294 shares; 2025Q1: 2,284 shares 2,284 $206K 0.01% -10 Timeline IFF INTERNATIONAL FLAVORS&FRAGRA More: the full row for INTERNATIONAL FLAVORS&FRAGRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2,091 shares; 2024Q4: not reported; 2025Q1: 2,622 shares 2,622 $203K 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 8,000 shares; 2024Q4: 8,000 shares; 2025Q1: 8,000 shares 8,000 $201K 0.01% 0 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 456 shares; 2024Q4: not reported; 2025Q1: 462 shares 462 $201K 0.01% new Timeline PODD INSULET CORP More: the full row for INSULET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 765 shares 765 $201K 0.01% new 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 18,552 shares; 2024Q1: 18,552 shares; 2024Q2: 18,552 shares; 2024Q3: 18,552 shares; 2024Q4: 18,552 shares; 2025Q1: 18,552 shares 18,552 $185K <0.01% 0 Timeline CNH CNH INDL N V More: the full row for CNH INDL N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,582 shares 14,582 $179K <0.01% new Timeline KYN KAYNE ANDERSON ENERGY INFRST More: the full row for KAYNE ANDERSON ENERGY INFRST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,919 shares 11,919 $153K <0.01% new 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 11,111 shares; 2024Q2: 15,613 shares; 2024Q3: 14,937 shares; 2024Q4: 15,976 shares; 2025Q1: 15,976 shares 15,976 $139K <0.01% 0 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 20,726 shares; 2024Q1: 20,726 shares; 2024Q2: 20,726 shares; 2024Q3: 20,726 shares; 2024Q4: 20,726 shares; 2025Q1: 20,726 shares 20,726 $137K <0.01% 0 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 17,965 shares; 2024Q1: 15,988 shares; 2024Q2: 15,988 shares; 2024Q3: 15,988 shares; 2024Q4: 15,988 shares; 2025Q1: 15,988 shares 15,988 $127K <0.01% 0 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 13,424 shares; 2024Q3: 13,424 shares; 2024Q4: 12,944 shares; 2025Q1: 12,944 shares 12,944 $80.9K <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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares 10,000 $70.7K <0.01% 0 Timeline 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 10,000 shares; 2024Q1: 10,000 shares; 2024Q2: 10,000 shares; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares 10,000 $57.7K <0.01% 0 Timeline 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 118,692 shares; 2024Q1: 118,692 shares; 2024Q2: 125,357 shares; 2024Q3: 102,462 shares; 2024Q4: 84,962 shares; 2025Q1: 84,066 shares 84,066 $33.7K <0.01% -896 Timeline IN8BIO INC IN8BIO INC More: the full row for IN8BIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 180,000 shares; 2024Q1: 180,000 shares; 2024Q2: 180,000 shares; 2024Q3: 180,000 shares; 2024Q4: 180,000 shares; 2025Q1: 180,000 shares 180,000 $29.9K <0.01% 0