TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 664,700 shares; 2024Q4: 635,479 shares; 2025Q1: 611,456 shares; 2025Q2: 608,076 shares; 2025Q3: 588,351 shares; 2025Q4: 565,581 shares 565,581 $172M 7.16% -22,770 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 211,534 shares; 2024Q4: 216,671 shares; 2025Q1: 224,297 shares; 2025Q2: 198,758 shares; 2025Q3: 201,543 shares; 2025Q4: 202,865 shares 202,865 $123M 5.11% +1,322 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 497,136 shares; 2024Q4: 493,597 shares; 2025Q1: 488,641 shares; 2025Q2: 494,477 shares; 2025Q3: 504,794 shares; 2025Q4: 504,434 shares 504,434 $116M 4.85% -360 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 540,997 shares; 2024Q4: 544,747 shares; 2025Q1: 546,632 shares; 2025Q2: 364,020 shares; 2025Q3: 363,461 shares; 2025Q4: 348,766 shares 348,766 $109M 4.55% -14,695 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 288,599 shares; 2024Q4: 294,412 shares; 2025Q1: 336,523 shares; 2025Q2: 349,435 shares; 2025Q3: 357,883 shares; 2025Q4: 367,404 shares 367,404 $88.6M 3.69% +9,521 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 143,076 shares; 2024Q4: 144,208 shares; 2025Q1: 144,124 shares; 2025Q2: 145,235 shares; 2025Q3: 147,120 shares; 2025Q4: 149,425 shares 149,425 $85.3M 3.55% +2,305 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 463,169 shares; 2024Q4: 478,023 shares; 2025Q1: 591,742 shares; 2025Q2: 607,839 shares; 2025Q3: 623,468 shares; 2025Q4: 623,513 shares 623,513 $84.8M 3.54% +45 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 926,852 shares; 2024Q4: 913,978 shares; 2025Q1: 894,062 shares; 2025Q2: 901,289 shares; 2025Q3: 907,041 shares; 2025Q4: 906,631 shares 906,631 $84.5M 3.52% -410 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 138,518 shares; 2025Q3: 141,459 shares; 2025Q4: 140,488 shares 140,488 $81.4M 3.39% -971 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 346,008 shares; 2024Q4: 352,879 shares; 2025Q1: 424,194 shares; 2025Q2: 428,912 shares; 2025Q3: 434,640 shares; 2025Q4: 434,127 shares 434,127 $78.2M 3.26% -513 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 138,971 shares; 2024Q4: 141,384 shares; 2025Q1: 149,354 shares; 2025Q2: 153,107 shares; 2025Q3: 152,159 shares; 2025Q4: 154,420 shares 154,420 $74.7M 3.11% +2,261 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,005,466 shares; 2024Q4: 1,016,139 shares; 2025Q1: 1,029,545 shares; 2025Q2: 931,267 shares; 2025Q3: 692,597 shares; 2025Q4: 707,286 shares 707,286 $70.7M 2.94% +14,689 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 314,381 shares; 2024Q4: 319,613 shares; 2025Q1: 233,045 shares; 2025Q2: 183,370 shares; 2025Q3: 189,170 shares; 2025Q4: 194,792 shares 194,792 $68.3M 2.85% +5,622 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 529,452 shares; 2024Q4: 544,407 shares; 2025Q1: 601,689 shares; 2025Q2: 625,661 shares; 2025Q3: 761,253 shares; 2025Q4: 774,050 shares 774,050 $65.2M 2.72% +12,797 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 147,515 shares; 2024Q4: 145,090 shares; 2025Q1: 140,888 shares; 2025Q2: 138,648 shares; 2025Q3: 81,286 shares; 2025Q4: 90,918 shares 90,918 $60M 2.5% +9,632 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 189,418 shares; 2024Q4: 188,258 shares; 2025Q1: 189,591 shares; 2025Q2: 195,840 shares; 2025Q3: 206,820 shares; 2025Q4: 214,663 shares 214,663 $56.9M 2.37% +7,843 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 514,571 shares; 2024Q4: 531,044 shares; 2025Q1: 973,638 shares; 2025Q2: 991,223 shares; 2025Q3: 1,014,643 shares; 2025Q4: 990,752 shares 990,752 $52.4M 2.18% -23,891 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 628,027 shares; 2024Q4: 519,163 shares; 2025Q1: 491,678 shares; 2025Q2: 539,329 shares; 2025Q3: 868,548 shares; 2025Q4: 776,201 shares 776,201 $52.1M 2.17% -92,347 Timeline GXO GXO LOGISTICS INCORPORATED More: the full row for GXO LOGISTICS INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 646,335 shares; 2024Q4: 659,872 shares; 2025Q1: 867,622 shares; 2025Q2: 891,354 shares; 2025Q3: 892,114 shares; 2025Q4: 894,593 shares 894,593 $47.1M 1.96% +2,479 Timeline IBGA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,074,759 shares; 2025Q1: 1,401,695 shares; 2025Q2: 1,714,751 shares; 2025Q3: 1,764,057 shares; 2025Q4: 1,821,802 shares 1,821,802 $45M 1.88% +57,745 Timeline RTO RENTOKIL INITIAL PLC More: the full row for RENTOKIL INITIAL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,147,455 shares; 2025Q3: 1,450,787 shares; 2025Q4: 1,475,957 shares 1,475,957 $43.5M 1.81% +25,170 Timeline IBDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,434,449 shares; 2025Q1: 1,513,953 shares; 2025Q2: 1,737,633 shares; 2025Q3: 1,780,926 shares; 2025Q4: 1,837,008 shares 1,837,008 $43M 1.79% +56,082 Timeline ZBRA ZEBRA TECHNOLOGIES CORPORATI More: the full row for ZEBRA TECHNOLOGIES CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 206,498 shares; 2024Q4: 142,987 shares; 2025Q1: 148,381 shares; 2025Q2: 161,628 shares; 2025Q3: 170,102 shares; 2025Q4: 175,844 shares 175,844 $42.7M 1.78% +5,742 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,136 shares; 2024Q4: 74,161 shares; 2025Q1: 75,240 shares; 2025Q2: 76,771 shares; 2025Q3: 78,134 shares; 2025Q4: 80,001 shares 80,001 $40.9M 1.7% +1,867 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 378,706 shares; 2024Q4: 375,137 shares; 2025Q1: 371,070 shares; 2025Q2: 354,682 shares; 2025Q3: 350,606 shares; 2025Q4: 347,762 shares 347,762 $35.6M 1.48% -2,844 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,208,359 shares; 2025Q1: 1,274,824 shares; 2025Q2: 1,335,052 shares; 2025Q3: 1,352,996 shares; 2025Q4: 1,391,684 shares 1,391,684 $35.4M 1.48% +38,688 Timeline IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 845,358 shares; 2025Q1: 1,399,418 shares; 2025Q2: 1,455,550 shares; 2025Q3: 1,478,184 shares; 2025Q4: 1,522,715 shares 1,522,715 $34.8M 1.45% +44,531 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 209,140 shares; 2024Q4: 185,279 shares; 2025Q1: 189,210 shares; 2025Q2: 196,912 shares; 2025Q3: 206,952 shares; 2025Q4: 218,175 shares 218,175 $34.2M 1.43% +11,223 Timeline IBDZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,429,919 shares; 2024Q4: 1,120,686 shares; 2025Q1: 1,177,788 shares; 2025Q2: 1,220,656 shares; 2025Q3: 1,234,310 shares; 2025Q4: 1,262,550 shares 1,262,550 $33.3M 1.39% +28,240 Timeline IBDW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 617,775 shares; 2024Q4: 1,369,729 shares; 2025Q1: 1,441,348 shares; 2025Q2: 1,495,548 shares; 2025Q3: 1,513,532 shares; 2025Q4: 1,549,157 shares 1,549,157 $32.8M 1.37% +35,625 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,253 shares; 2024Q4: 48,925 shares; 2025Q1: 48,248 shares; 2025Q2: 31,244 shares; 2025Q3: 31,766 shares; 2025Q4: 327,099 shares 327,099 $30.7M 1.28% +295,333 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,466 shares; 2024Q4: 61,844 shares; 2025Q1: 64,319 shares; 2025Q2: 151,497 shares; 2025Q3: 162,135 shares; 2025Q4: 155,103 shares 155,103 $28.9M 1.21% -7,032 Timeline IBDY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,451,135 shares; 2024Q4: 915,771 shares; 2025Q1: 955,689 shares; 2025Q2: 988,455 shares; 2025Q3: 998,955 shares; 2025Q4: 1,022,638 shares 1,022,638 $26.7M 1.11% +23,683 Timeline IBTQ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 960,594 shares; 2025Q4: 992,283 shares 992,283 $25.3M 1.05% +31,689 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,915 shares; 2024Q4: 21,695 shares; 2025Q1: 40,156 shares; 2025Q2: 40,674 shares; 2025Q3: 138,200 shares; 2025Q4: 89,797 shares 89,797 $24.4M 1.02% -48,403 Timeline IBTP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 832,967 shares; 2025Q4: 859,319 shares 859,319 $22.2M 0.92% +26,352 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 483,565 shares; 2024Q4: 525,981 shares; 2025Q1: 491,325 shares; 2025Q2: 685,401 shares; 2025Q3: 404,017 shares; 2025Q4: 410,909 shares 410,909 $20.7M 0.86% +6,892 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,988 shares; 2024Q4: 17,490 shares; 2025Q1: 19,126 shares; 2025Q2: 21,160 shares; 2025Q3: 22,137 shares; 2025Q4: 22,508 shares 22,508 $12.9M 0.54% +371 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,929 shares; 2024Q4: 36,486 shares; 2025Q1: 42,190 shares; 2025Q2: 47,150 shares; 2025Q3: 51,003 shares; 2025Q4: 52,957 shares 52,957 $11M 0.46% +1,954 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,476 shares; 2024Q4: 14,523 shares; 2025Q1: 18,078 shares; 2025Q2: 25,081 shares; 2025Q3: 35,802 shares; 2025Q4: 32,560 shares 32,560 $10.2M 0.43% -3,242 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,421 shares; 2024Q4: 94,019 shares; 2025Q1: 98,275 shares; 2025Q2: 119,006 shares; 2025Q3: 120,247 shares; 2025Q4: 123,144 shares 123,144 $9.49M 0.4% +2,897 Timeline BAM BROOKFIELD ASSET MANAGMT LTD More: the full row for BROOKFIELD ASSET MANAGMT LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 125,061 shares; 2024Q4: 127,022 shares; 2025Q1: 134,854 shares; 2025Q2: 144,578 shares; 2025Q3: 152,381 shares; 2025Q4: 162,090 shares 162,090 $8.49M 0.35% +9,709 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,249 shares; 2024Q4: 26,190 shares; 2025Q1: 26,132 shares; 2025Q2: 24,553 shares; 2025Q3: 24,608 shares; 2025Q4: 24,948 shares 24,948 $8.43M 0.35% +340 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,113 shares; 2024Q4: 37,343 shares; 2025Q1: 40,978 shares; 2025Q2: 46,855 shares; 2025Q3: 52,601 shares; 2025Q4: 57,338 shares 57,338 $8.22M 0.34% +4,737 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,969 shares; 2024Q4: 51,510 shares; 2025Q1: 54,116 shares; 2025Q2: 56,915 shares; 2025Q3: 58,228 shares; 2025Q4: 60,494 shares 60,494 $8.03M 0.33% +2,266 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 111,348 shares; 2024Q4: 113,788 shares; 2025Q1: 123,023 shares; 2025Q2: 131,572 shares; 2025Q3: 140,580 shares; 2025Q4: 149,419 shares 149,419 $7.97M 0.33% +8,839 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,128 shares; 2024Q4: 18,604 shares; 2025Q1: 20,157 shares; 2025Q2: 21,963 shares; 2025Q3: 23,585 shares; 2025Q4: 25,297 shares 25,297 $7.73M 0.32% +1,712 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,710 shares; 2024Q4: 18,977 shares; 2025Q1: 19,805 shares; 2025Q2: 20,839 shares; 2025Q3: 21,397 shares; 2025Q4: 22,120 shares 22,120 $7.05M 0.29% +723 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 109,281 shares; 2024Q4: 122,559 shares; 2025Q1: 136,053 shares; 2025Q2: 142,404 shares; 2025Q3: 151,806 shares; 2025Q4: 161,751 shares 161,751 $6.59M 0.27% +9,945 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 234,046 shares; 2024Q4: 242,471 shares; 2025Q1: 246,373 shares; 2025Q2: 243,939 shares; 2025Q3: 247,906 shares; 2025Q4: 262,016 shares 262,016 $6.51M 0.27% +14,110 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,240 shares; 2024Q4: 37,405 shares; 2025Q1: 36,501 shares; 2025Q2: 37,879 shares; 2025Q3: 38,647 shares; 2025Q4: 39,925 shares 39,925 $6.39M 0.27% +1,278 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,914 shares; 2024Q4: 36,586 shares; 2025Q1: 39,170 shares; 2025Q2: 44,519 shares; 2025Q3: 46,187 shares; 2025Q4: 50,674 shares 50,674 $5.11M 0.21% +4,487 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 147,823 shares; 2024Q4: 87,873 shares; 2025Q1: 10,675 shares; 2025Q2: 9,108 shares; 2025Q3: 9,629 shares; 2025Q4: 9,394 shares 9,394 $4.72M 0.2% -235 Timeline WELLS FARGO & CO WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,105 shares; 2024Q4: 2,056 shares; 2025Q1: 2,048 shares; 2025Q2: 2,022 shares; 2025Q3: 1,995 shares; 2025Q4: 2,110 shares 2,110 $2.56M 0.11% +115 AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,570 shares; 2024Q4: 3,401 shares; 2025Q1: 3,553 shares; 2025Q2: 3,909 shares; 2025Q3: 7,013 shares; 2025Q4: 7,324 shares 7,324 $2.53M 0.11% +311 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,313 shares; 2024Q4: 1,065 shares; 2025Q1: 3,041 shares; 2025Q2: 3,155 shares; 2025Q3: 4,501 shares; 2025Q4: 4,803 shares 4,803 $2.16M 0.09% +302 Timeline BANK OF AMER CORP BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,769 shares; 2024Q4: 1,738 shares; 2025Q1: 1,702 shares; 2025Q2: 1,679 shares; 2025Q3: 1,647 shares; 2025Q4: 1,620 shares 1,620 $2.03M 0.08% -27 CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,060 shares; 2024Q4: 4,920 shares; 2025Q1: 5,200 shares; 2025Q2: 5,152 shares; 2025Q3: 5,663 shares; 2025Q4: 6,337 shares 6,337 $1.98M 0.08% +674 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,413 shares; 2025Q4: 20,413 shares 20,413 $1.96M 0.08% 0 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 36,015 shares 36,015 $1.69M 0.07% new Timeline FNDA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 48,417 shares 48,417 $1.53M 0.06% new Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,237 shares; 2024Q4: 5,998 shares; 2025Q1: 6,024 shares; 2025Q2: 6,155 shares; 2025Q3: 6,380 shares; 2025Q4: 6,435 shares 6,435 $1.49M 0.06% +55 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,516 shares; 2024Q4: 2,799 shares; 2025Q1: 2,839 shares; 2025Q2: 3,029 shares; 2025Q3: 3,886 shares; 2025Q4: 4,248 shares 4,248 $1.37M 0.06% +362 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,354 shares; 2024Q4: 1,231 shares; 2025Q1: 1,289 shares; 2025Q2: 1,355 shares; 2025Q3: 1,802 shares; 2025Q4: 3,710 shares 3,710 $1.28M 0.05% +1,908 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,256 shares 3,256 $1.09M 0.05% new Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,550 shares; 2025Q3: 3,388 shares; 2025Q4: 8,200 shares 8,200 $1.09M 0.05% +4,812 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,384 shares; 2025Q4: 44,049 shares 44,049 $1.06M 0.04% +34,665 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,625 shares; 2024Q4: 1,627 shares; 2025Q1: 1,484 shares; 2025Q2: 1,902 shares; 2025Q3: 1,903 shares; 2025Q4: 1,488 shares 1,488 $1.02M 0.04% -415 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,609 shares 1,609 $1.01M 0.04% new Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,824 shares; 2025Q4: 23,672 shares 23,672 $974K 0.04% +3,848 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,163 shares; 2024Q4: 3,525 shares; 2025Q1: 3,594 shares; 2025Q2: 3,046 shares; 2025Q3: 4,110 shares; 2025Q4: 4,206 shares 4,206 $961K 0.04% +96 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 544 shares; 2025Q2: 652 shares; 2025Q3: 669 shares; 2025Q4: 897 shares 897 $960K 0.04% +228 Timeline RBC RBC BEARINGS INC More: the full row for RBC BEARINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 903 shares; 2024Q4: 1,164 shares; 2025Q1: 1,336 shares; 2025Q2: 1,753 shares; 2025Q3: 1,885 shares; 2025Q4: 2,069 shares 2,069 $928K 0.04% +184 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,825 shares; 2024Q4: 5,550 shares; 2025Q1: 5,685 shares; 2025Q2: 6,467 shares; 2025Q3: 7,577 shares; 2025Q4: 8,299 shares 8,299 $925K 0.04% +722 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 546 shares; 2024Q4: 394 shares; 2025Q1: 410 shares; 2025Q2: 441 shares; 2025Q3: 769 shares; 2025Q4: 839 shares 839 $902K 0.04% +70 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,898 shares; 2024Q4: 4,472 shares; 2025Q1: 4,650 shares; 2025Q2: 4,720 shares; 2025Q3: 5,510 shares; 2025Q4: 5,142 shares 5,142 $880K 0.04% -368 Timeline ROAD CONSTRUCTION PARTNERS INC More: the full row for CONSTRUCTION PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,363 shares; 2024Q4: 5,131 shares; 2025Q1: 5,945 shares; 2025Q2: 6,181 shares; 2025Q3: 6,055 shares; 2025Q4: 7,938 shares 7,938 $862K 0.04% +1,883 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,085 shares; 2024Q4: 8,264 shares; 2025Q1: 8,768 shares; 2025Q2: 10,446 shares; 2025Q3: 10,401 shares; 2025Q4: 11,508 shares 11,508 $846K 0.04% +1,107 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,651 shares; 2025Q3: 6,043 shares; 2025Q4: 4,794 shares 4,794 $844K 0.04% -1,249 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,187 shares; 2024Q4: 11,470 shares; 2025Q1: 11,450 shares; 2025Q2: 13,703 shares; 2025Q3: 55,492 shares; 2025Q4: 15,299 shares 15,299 $841K 0.04% -40,193 Timeline EXLS EXLSERVICE HLDGS INC More: the full row for EXLSERVICE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,265 shares; 2024Q4: 9,194 shares; 2025Q1: 10,394 shares; 2025Q2: 13,380 shares; 2025Q3: 15,778 shares; 2025Q4: 18,982 shares 18,982 $806K 0.03% +3,204 Timeline FNDE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,606 shares 21,606 $779K 0.03% new Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares 1 $755K 0.03% 0 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,723 shares; 2024Q4: 2,232 shares; 2025Q1: 2,251 shares; 2025Q2: 2,314 shares; 2025Q3: 2,390 shares; 2025Q4: 2,517 shares 2,517 $746K 0.03% +127 Timeline HDB HDFC BANK LTD More: the full row for HDFC BANK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,723 shares; 2024Q4: 6,760 shares; 2025Q1: 7,332 shares; 2025Q2: 9,130 shares; 2025Q3: 18,428 shares; 2025Q4: 20,353 shares 20,353 $744K 0.03% +1,925 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,614 shares; 2024Q4: 3,751 shares; 2025Q1: 3,846 shares; 2025Q2: 3,887 shares; 2025Q3: 5,287 shares; 2025Q4: 6,065 shares 6,065 $730K 0.03% +778 Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,944 shares 3,944 $720K 0.03% new Timeline ESE ESCO TECHNOLOGIES INC More: the full row for ESCO TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,761 shares; 2025Q1: 2,001 shares; 2025Q2: 2,569 shares; 2025Q3: 3,041 shares; 2025Q4: 3,640 shares 3,640 $711K 0.03% +599 Timeline GMED GLOBUS MED INC More: the full row for GLOBUS MED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,608 shares; 2025Q1: 4,146 shares; 2025Q2: 5,819 shares; 2025Q3: 6,739 shares; 2025Q4: 7,994 shares 7,994 $698K 0.03% +1,255 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,481 shares; 2024Q4: 7,545 shares; 2025Q1: 7,716 shares; 2025Q2: 7,865 shares; 2025Q3: 9,254 shares; 2025Q4: 9,893 shares 9,893 $692K 0.03% +639 Timeline TXRH TEXAS ROADHOUSE INC More: the full row for TEXAS ROADHOUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,492 shares; 2024Q4: 1,916 shares; 2025Q1: 2,188 shares; 2025Q2: 2,899 shares; 2025Q3: 3,393 shares; 2025Q4: 4,064 shares 4,064 $675K 0.03% +671 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,100 shares; 2024Q4: 6,100 shares; 2025Q1: 6,150 shares; 2025Q2: 6,164 shares; 2025Q3: 7,857 shares; 2025Q4: 7,597 shares 7,597 $662K 0.03% -260 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,342 shares; 2024Q4: 72,395 shares; 2025Q1: 8,709 shares; 2025Q2: 9,516 shares; 2025Q3: 9,276 shares; 2025Q4: 8,937 shares 8,937 $659K 0.03% -339 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 465 shares; 2025Q1: 527 shares; 2025Q2: 541 shares; 2025Q3: 606 shares; 2025Q4: 610 shares 610 $653K 0.03% +4 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,380 shares; 2025Q3: 12,117 shares; 2025Q4: 14,014 shares 14,014 $652K 0.03% +1,897 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,053 shares; 2024Q4: 16,869 shares; 2025Q1: 18,144 shares; 2025Q2: 21,734 shares; 2025Q3: 15,931 shares; 2025Q4: 17,881 shares 17,881 $649K 0.03% +1,950 Timeline FMX FOMENTO ECONOMICO MEXICANO S More: the full row for FOMENTO ECONOMICO MEXICANO S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,867 shares; 2024Q4: 3,305 shares; 2025Q1: 3,772 shares; 2025Q2: 4,746 shares; 2025Q3: 4,814 shares; 2025Q4: 6,398 shares 6,398 $647K 0.03% +1,584 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,687 shares; 2024Q4: 2,953 shares; 2025Q1: 2,987 shares; 2025Q2: 3,144 shares; 2025Q3: 8,604 shares; 2025Q4: 3,305 shares 3,305 $644K 0.03% -5,299 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,799 shares 5,799 $639K 0.03% new Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,805 shares; 2024Q4: 5,805 shares; 2025Q1: 5,805 shares; 2025Q2: 5,805 shares; 2025Q3: 5,805 shares; 2025Q4: 5,805 shares 5,805 $638K 0.03% 0 Timeline TAP MOLSON COORS BEVERAGE CO More: the full row for MOLSON COORS BEVERAGE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,656 shares 13,656 $637K 0.03% new Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,742 shares; 2024Q4: 3,738 shares; 2025Q1: 3,574 shares; 2025Q2: 3,610 shares; 2025Q3: 4,144 shares; 2025Q4: 4,271 shares 4,271 $613K 0.03% +127 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,671 shares 12,671 $593K 0.02% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,660 shares; 2024Q4: 30,288 shares; 2025Q1: 17,791 shares; 2025Q2: 21,991 shares; 2025Q3: 22,365 shares; 2025Q4: 25,106 shares 25,106 $585K 0.02% +2,741 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 905 shares; 2025Q3: 860 shares; 2025Q4: 879 shares 879 $582K 0.02% +19 Timeline AAON AAON INC More: the full row for AAON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,651 shares; 2024Q4: 3,359 shares; 2025Q1: 4,048 shares; 2025Q2: 5,309 shares; 2025Q3: 6,360 shares; 2025Q4: 7,635 shares 7,635 $582K 0.02% +1,275 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,878 shares 2,878 $580K 0.02% new Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,462 shares; 2025Q2: 5,682 shares; 2025Q3: 3,957 shares; 2025Q4: 5,783 shares 5,783 $574K 0.02% +1,826 Timeline BCPC BALCHEM CORP More: the full row for BALCHEM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,195 shares; 2024Q4: 1,687 shares; 2025Q1: 1,876 shares; 2025Q2: 2,394 shares; 2025Q3: 3,142 shares; 2025Q4: 3,715 shares 3,715 $570K 0.02% +573 Timeline CWST CASELLA WASTE SYS INC More: the full row for CASELLA WASTE SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,210 shares; 2025Q1: 2,496 shares; 2025Q2: 3,189 shares; 2025Q3: 4,298 shares; 2025Q4: 5,802 shares 5,802 $568K 0.02% +1,504 Timeline DSGX DESCARTES SYS GROUP INC More: the full row for DESCARTES SYS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,325 shares; 2024Q4: 2,954 shares; 2025Q1: 3,428 shares; 2025Q2: 4,453 shares; 2025Q3: 5,254 shares; 2025Q4: 6,353 shares 6,353 $557K 0.02% +1,099 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,872 shares; 2024Q4: 3,187 shares; 2025Q1: 3,009 shares; 2025Q2: 3,703 shares; 2025Q3: 3,858 shares; 2025Q4: 3,640 shares 3,640 $555K 0.02% -218 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 865 shares; 2024Q4: 857 shares; 2025Q1: 865 shares; 2025Q2: 883 shares; 2025Q3: 949 shares; 2025Q4: 1,052 shares 1,052 $550K 0.02% +103 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,595 shares; 2025Q1: not reported; 2025Q2: 8,953 shares; 2025Q3: 21,008 shares; 2025Q4: 22,045 shares 22,045 $549K 0.02% +1,037 Timeline ONTO ONTO INNOVATION INC More: the full row for ONTO INNOVATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,498 shares; 2024Q4: 2,136 shares; 2025Q1: 2,404 shares; 2025Q2: 3,100 shares; 2025Q3: 3,644 shares; 2025Q4: 3,424 shares 3,424 $541K 0.02% -220 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,748 shares; 2024Q4: 3,194 shares; 2025Q1: 3,495 shares; 2025Q2: 3,265 shares; 2025Q3: 4,589 shares; 2025Q4: 5,061 shares 5,061 $533K 0.02% +472 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,738 shares; 2024Q4: 16,774 shares; 2025Q1: 18,276 shares; 2025Q2: 22,839 shares; 2025Q3: 17,743 shares; 2025Q4: 20,318 shares 20,318 $520K 0.02% +2,575 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,898 shares; 2024Q4: 3,599 shares; 2025Q1: 3,910 shares; 2025Q2: 4,873 shares; 2025Q3: 4,941 shares; 2025Q4: 6,479 shares 6,479 $518K 0.02% +1,538 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,718 shares; 2025Q2: not reported; 2025Q3: 18,771 shares; 2025Q4: 41,422 shares 41,422 $516K 0.02% +22,651 Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,992 shares; 2024Q4: 41,787 shares; 2025Q1: 44,792 shares; 2025Q2: 55,756 shares; 2025Q3: 44,470 shares; 2025Q4: 50,815 shares 50,815 $514K 0.02% +6,345 Timeline HRL HORMEL FOODS CORP More: the full row for HORMEL FOODS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,973 shares; 2025Q3: 18,465 shares; 2025Q4: 21,632 shares 21,632 $513K 0.02% +3,167 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80 shares; 2024Q4: 78 shares; 2025Q1: 79 shares; 2025Q2: 81 shares; 2025Q3: 85 shares; 2025Q4: 95 shares 95 $509K 0.02% +10 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,577 shares; 2024Q4: 4,537 shares; 2025Q1: 4,021 shares; 2025Q2: 4,029 shares; 2025Q3: 4,790 shares; 2025Q4: 4,759 shares 4,759 $500K 0.02% -31 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,110 shares; 2024Q4: 9,110 shares; 2025Q1: 9,110 shares; 2025Q2: 9,110 shares; 2025Q3: 9,110 shares; 2025Q4: 15,490 shares 15,490 $497K 0.02% +6,380 Timeline KNSL KINSALE CAP GROUP INC More: the full row for KINSALE CAP GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 649 shares; 2024Q4: 829 shares; 2025Q1: 949 shares; 2025Q2: 904 shares; 2025Q3: 1,052 shares; 2025Q4: 1,263 shares 1,263 $494K 0.02% +211 Timeline EXPO EXPONENT INC More: the full row for EXPONENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,456 shares; 2024Q4: 3,117 shares; 2025Q1: 3,803 shares; 2025Q2: 4,931 shares; 2025Q3: 5,852 shares; 2025Q4: 7,081 shares 7,081 $492K 0.02% +1,229 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,699 shares; 2024Q4: 4,920 shares; 2025Q1: 4,847 shares; 2025Q2: 5,039 shares; 2025Q3: 6,022 shares; 2025Q4: 5,854 shares 5,854 $470K 0.02% -168 Timeline ESS ESSEX PPTY TR INC More: the full row for ESSEX PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,599 shares; 2024Q4: 1,599 shares; 2025Q1: 1,606 shares; 2025Q2: 1,615 shares; 2025Q3: 1,680 shares; 2025Q4: 1,773 shares 1,773 $464K 0.02% +93 Timeline OLLI OLLIES BARGAIN OUTLET HLDGS More: the full row for OLLIES BARGAIN OUTLET HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,072 shares; 2025Q1: 2,365 shares; 2025Q2: 3,030 shares; 2025Q3: 3,553 shares; 2025Q4: 4,221 shares 4,221 $463K 0.02% +668 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 447,697 shares; 2024Q4: 7,821 shares; 2025Q1: 6,198 shares; 2025Q2: 3,831 shares; 2025Q3: 3,971 shares; 2025Q4: 4,056 shares 4,056 $461K 0.02% +85 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,754 shares 1,754 $452K 0.02% new Timeline NOVT NOVANTA INC More: the full row for NOVANTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,251 shares; 2024Q4: 1,759 shares; 2025Q1: 2,165 shares; 2025Q2: 2,762 shares; 2025Q3: 3,205 shares; 2025Q4: 3,755 shares 3,755 $447K 0.02% +550 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,965 shares; 2025Q4: 9,377 shares 9,377 $439K 0.02% +3,412 Timeline NICE NICE LTD More: the full row for NICE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,866 shares 3,866 $437K 0.02% new Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98 shares; 2024Q4: 147 shares; 2025Q1: 161 shares; 2025Q2: 192 shares; 2025Q3: 196 shares; 2025Q4: 215 shares 215 $433K 0.02% +19 Timeline BFAM BRIGHT HORIZONS FAM SOL IN D More: the full row for BRIGHT HORIZONS FAM SOL IN D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,745 shares; 2025Q3: 2,510 shares; 2025Q4: 4,213 shares 4,213 $427K 0.02% +1,703 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 798 shares; 2024Q4: 773 shares; 2025Q1: 767 shares; 2025Q2: 803 shares; 2025Q3: 816 shares; 2025Q4: 895 shares 895 $417K 0.02% +79 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,721 shares; 2025Q4: 1,352 shares 1,352 $416K 0.02% -1,369 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 547 shares; 2024Q4: 287 shares; 2025Q1: 453 shares; 2025Q2: 320 shares; 2025Q3: 530 shares; 2025Q4: 476 shares 476 $410K 0.02% -54 Timeline AGYS AGILYSYS INC More: the full row for AGILYSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,341 shares; 2025Q3: 2,794 shares; 2025Q4: 3,362 shares 3,362 $400K 0.02% +568 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,740 shares 5,740 $398K 0.02% new Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,362 shares 3,362 $394K 0.02% new Timeline SPXC SPX TECHNOLOGIES INC More: the full row for SPX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,399 shares; 2025Q3: 1,645 shares; 2025Q4: 1,959 shares 1,959 $392K 0.02% +314 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,264 shares; 2025Q1: 9,349 shares; 2025Q2: 15,376 shares; 2025Q3: 18,143 shares; 2025Q4: 22,635 shares 22,635 $392K 0.02% +4,492 Timeline CPAY CORPAY INC More: the full row for CORPAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,270 shares 1,270 $382K 0.02% new Timeline BAP CREDICORP LTD More: the full row for CREDICORP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,148 shares; 2025Q3: 1,169 shares; 2025Q4: 1,331 shares 1,331 $382K 0.02% +162 Timeline NTES NETEASE COM INC More: the full row for NETEASE COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,936 shares; 2025Q3: 1,972 shares; 2025Q4: 2,772 shares 2,772 $381K 0.02% +800 Timeline SITE SITEONE LANDSCAPE SUPPLY INC More: the full row for SITEONE LANDSCAPE SUPPLY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,717 shares; 2025Q2: 2,206 shares; 2025Q3: 2,568 shares; 2025Q4: 3,025 shares 3,025 $377K 0.02% +457 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,806 shares 13,806 $372K 0.02% new Timeline HQY HEALTHEQUITY INC More: the full row for HEALTHEQUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,273 shares; 2025Q2: 2,884 shares; 2025Q3: 3,357 shares; 2025Q4: 3,963 shares 3,963 $363K 0.02% +606 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,660 shares; 2025Q1: not reported; 2025Q2: 7,893 shares; 2025Q3: 5,389 shares; 2025Q4: 6,620 shares 6,620 $357K 0.01% +1,231 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 779 shares; 2025Q4: 1,049 shares 1,049 $357K 0.01% +270 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,987 shares; 2025Q4: 1,996 shares 1,996 $355K 0.01% +9 Timeline VTEC VANGUARD CALIF TAX FREE FDS More: the full row for VANGUARD CALIF TAX FREE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,527 shares; 2025Q4: 3,527 shares 3,527 $354K 0.01% 0 Timeline CPB THE CAMPBELLS COMPANY More: the full row for THE CAMPBELLS COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,007 shares; 2025Q3: 20,367 shares; 2025Q4: 12,684 shares 12,684 $354K 0.01% -7,683 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,036 shares 6,036 $353K 0.01% new Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 427 shares; 2025Q4: 400 shares 400 $351K 0.01% -27 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,413 shares 2,413 $349K 0.01% new Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,053 shares 20,053 $348K 0.01% new Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,552 shares; 2025Q4: 3,368 shares 3,368 $346K 0.01% +816 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 838 shares; 2024Q4: 810 shares; 2025Q1: 905 shares; 2025Q2: 697 shares; 2025Q3: 912 shares; 2025Q4: 980 shares 980 $343K 0.01% +68 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,640 shares; 2025Q4: 1,974 shares 1,974 $343K 0.01% +334 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,118 shares; 2025Q4: 3,998 shares 3,998 $342K 0.01% -120 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 324 shares; 2024Q4: 315 shares; 2025Q1: not reported; 2025Q2: 331 shares; 2025Q3: 367 shares; 2025Q4: 383 shares 383 $337K 0.01% +16 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,580 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,715 shares; 2025Q3: 2,853 shares; 2025Q4: 2,656 shares 2,656 $333K 0.01% -197 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 423 shares; 2025Q3: 570 shares; 2025Q4: 733 shares 733 $333K 0.01% +163 Timeline PLUS EPLUS INC More: the full row for EPLUS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,214 shares; 2025Q4: 3,793 shares 3,793 $333K 0.01% +579 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,618 shares; 2024Q4: 3,656 shares; 2025Q1: 3,777 shares; 2025Q2: 3,772 shares; 2025Q3: 3,859 shares; 2025Q4: 4,280 shares 4,280 $331K 0.01% +421 Timeline GMAB GENMAB A/S More: the full row for GENMAB A/S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,138 shares; 2025Q4: 10,603 shares 10,603 $327K 0.01% +3,465 Timeline RYAAY RYANAIR HOLDINGS PLC More: the full row for RYANAIR HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,905 shares; 2025Q4: 4,472 shares 4,472 $323K 0.01% +567 Timeline ALC ALCON AG More: the full row for ALCON AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,101 shares; 2024Q4: 2,622 shares; 2025Q1: 2,859 shares; 2025Q2: 3,500 shares; 2025Q3: 3,537 shares; 2025Q4: 4,063 shares 4,063 $320K 0.01% +526 Timeline BLKB BLACKBAUD INC More: the full row for BLACKBAUD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,600 shares; 2025Q3: 4,167 shares; 2025Q4: 4,905 shares 4,905 $311K 0.01% +738 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,553 shares; 2025Q4: 1,066 shares 1,066 $304K 0.01% -2,487 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 942 shares; 2024Q4: 801 shares; 2025Q1: not reported; 2025Q2: 864 shares; 2025Q3: 736 shares; 2025Q4: 1,180 shares 1,180 $304K 0.01% +444 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,484 shares; 2025Q4: 1,665 shares 1,665 $303K 0.01% -819 Timeline TECH BIO-TECHNE CORP More: the full row for BIO-TECHNE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,305 shares; 2025Q4: 5,134 shares 5,134 $302K 0.01% +829 Timeline VCEL VERICEL CORP More: the full row for VERICEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,321 shares; 2025Q3: 7,160 shares; 2025Q4: 8,370 shares 8,370 $301K 0.01% +1,210 Timeline DCI DONALDSON INC More: the full row for DONALDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,736 shares; 2025Q4: 3,385 shares 3,385 $300K 0.01% +649 Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,232 shares; 2025Q4: 2,836 shares 2,836 $299K 0.01% +604 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 707 shares 707 $298K 0.01% new Timeline DGII DIGI INTL INC More: the full row for DIGI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,843 shares; 2025Q4: 6,886 shares 6,886 $298K 0.01% +1,043 Timeline LMAT LEMAITRE VASCULAR INC More: the full row for LEMAITRE VASCULAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,667 shares; 2025Q3: 3,091 shares; 2025Q4: 3,643 shares 3,643 $295K 0.01% +552 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,516 shares 1,516 $295K 0.01% new Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,000 shares; 2025Q3: 2,099 shares; 2025Q4: 1,661 shares 1,661 $292K 0.01% -438 Timeline RVTY REVVITY INC More: the full row for REVVITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,005 shares 3,005 $291K 0.01% new Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,202 shares; 2025Q3: 11,203 shares; 2025Q4: 11,950 shares 11,950 $290K 0.01% +747 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,312 shares; 2025Q4: 1,843 shares 1,843 $287K 0.01% +531 Timeline RGEN REPLIGEN CORP More: the full row for REPLIGEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,497 shares; 2025Q4: 1,741 shares 1,741 $285K 0.01% +244 Timeline WTW WILLIS TOWERS WATSON PLC LTD More: the full row for WILLIS TOWERS WATSON PLC LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 865 shares 865 $284K 0.01% new Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 747 shares; 2025Q4: 868 shares 868 $284K 0.01% +121 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,396 shares 7,396 $284K 0.01% new Timeline MTSI MACOM TECH SOLUTIONS HLDGS I More: the full row for MACOM TECH SOLUTIONS HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,649 shares 1,649 $282K 0.01% new Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,202 shares; 2025Q2: 10,083 shares; 2025Q3: 11,820 shares; 2025Q4: 11,579 shares 11,579 $281K 0.01% -241 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 931,437 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,864 shares; 2025Q3: 11,901 shares; 2025Q4: 11,568 shares 11,568 $280K 0.01% -333 Timeline TLK TELEKOMUNIKASI IND More: the full row for TELEKOMUNIKASI IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,368 shares; 2025Q3: 11,587 shares; 2025Q4: 13,262 shares 13,262 $279K 0.01% +1,675 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 725 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 857 shares; 2025Q4: 965 shares 965 $279K 0.01% +108 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,306 shares; 2025Q4: 1,567 shares 1,567 $278K 0.01% +261 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,180 shares; 2025Q4: 2,382 shares 2,382 $278K 0.01% +202 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,730 shares; 2025Q4: 2,009 shares 2,009 $277K 0.01% +279 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,142 shares 10,142 $276K 0.01% new Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,160 shares; 2024Q4: 1,160 shares; 2025Q1: 1,209 shares; 2025Q2: 1,229 shares; 2025Q3: 1,446 shares; 2025Q4: 1,565 shares 1,565 $272K 0.01% +119 Timeline ALRM ALARM COM HLDGS INC More: the full row for ALARM COM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,847 shares; 2025Q3: 4,476 shares; 2025Q4: 5,270 shares 5,270 $269K 0.01% +794 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 470 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 693 shares; 2025Q4: 813 shares 813 $268K 0.01% +120 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,483 shares 6,483 $268K 0.01% new Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,503 shares; 2024Q4: not reported; 2025Q1: 2,280 shares; 2025Q2: 2,313 shares; 2025Q3: 2,753 shares; 2025Q4: 2,707 shares 2,707 $260K 0.01% -46 Timeline AX AXOS FINANCIAL INC More: the full row for AXOS FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,564 shares; 2025Q4: 3,015 shares 3,015 $260K 0.01% +451 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,498 shares; 2025Q2: 2,998 shares; 2025Q3: 1,544 shares; 2025Q4: 1,980 shares 1,980 $258K 0.01% +436 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,257 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,204 shares 1,204 $258K 0.01% new Timeline BF-B BROWN FORMAN CORP More: the full row for BROWN FORMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,777 shares 9,777 $255K 0.01% new Timeline MTCH MATCH GROUP INC NEW More: the full row for MATCH GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,822 shares 7,822 $253K 0.01% new Timeline VGUS VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,303 shares; 2025Q4: 3,303 shares 3,303 $249K 0.01% 0 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,494 shares 5,494 $248K 0.01% new Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 367 shares; 2024Q4: 209 shares; 2025Q1: 250 shares; 2025Q2: 276 shares; 2025Q3: 263 shares; 2025Q4: 240 shares 240 $242K 0.01% -23 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,405 shares 1,405 $241K 0.01% new Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 508 shares 508 $239K 0.01% new Timeline DAY DAYFORCE INC More: the full row for DAYFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,419 shares 3,419 $236K 0.01% new Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,539 shares 1,539 $236K 0.01% new Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 695 shares; 2024Q4: 777 shares; 2025Q1: 831 shares; 2025Q2: 924 shares; 2025Q3: 1,192 shares; 2025Q4: 554 shares 554 $236K 0.01% -638 Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,177 shares 5,177 $236K 0.01% new Timeline UHS UNIVERSAL HLTH SVCS INC More: the full row for UNIVERSAL HLTH SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,075 shares 1,075 $234K 0.01% new Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 412 shares 412 $233K 0.01% new Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,503 shares 1,503 $233K 0.01% new Timeline VVV VALVOLINE INC More: the full row for VALVOLINE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,822 shares; 2025Q3: 6,769 shares; 2025Q4: 7,942 shares 7,942 $231K 0.01% +1,173 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,876 shares; 2024Q4: 2,776 shares; 2025Q1: 2,776 shares; 2025Q2: 2,776 shares; 2025Q3: 2,675 shares; 2025Q4: 2,675 shares 2,675 $231K 0.01% 0 Timeline VERX VERTEX INC More: the full row for VERTEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,408 shares; 2025Q3: 9,664 shares; 2025Q4: 11,412 shares 11,412 $228K 0.01% +1,748 Timeline VMRK VIVMARK RESIDENTIAL More: the full row for VIVMARK RESIDENTIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,967 shares; 2024Q4: 4,044 shares; 2025Q1: 3,000 shares; 2025Q2: 3,004 shares; 2025Q3: 3,193 shares; 2025Q4: 3,613 shares 3,613 $228K 0.01% +420 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,200 shares; 2025Q4: 1,848 shares 1,848 $227K 0.01% -1,352 Timeline DORM DORMAN PRODS INC More: the full row for DORMAN PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,558 shares; 2025Q4: 1,837 shares 1,837 $226K 0.01% +279 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 790 shares; 2025Q3: 974 shares; 2025Q4: 887 shares 887 $223K 0.01% -87 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 596 shares 596 $220K 0.01% new Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,028 shares 1,028 $215K 0.01% new Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,100 shares; 2024Q4: 12,000 shares; 2025Q1: 12,000 shares; 2025Q2: 12,000 shares; 2025Q3: 12,000 shares; 2025Q4: 12,000 shares 12,000 $213K 0.01% 0 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,817 shares 1,817 $211K 0.01% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,777 shares 7,777 $211K 0.01% new Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,797 shares 1,797 $211K 0.01% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,070 shares 1,070 $211K 0.01% new Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 653 shares; 2025Q4: 321 shares 321 $210K 0.01% -332 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,955 shares 2,955 $207K 0.01% new Timeline CERT CERTARA INC More: the full row for CERTARA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,653 shares; 2025Q1: 13,182 shares; 2025Q2: 17,065 shares; 2025Q3: 19,814 shares; 2025Q4: 23,240 shares 23,240 $205K 0.01% +3,426 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,045 shares 2,045 $204K 0.01% new Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,114 shares; 2024Q4: 42,150 shares; 2025Q1: 46,345 shares; 2025Q2: 55,698 shares; 2025Q3: 61,106 shares; 2025Q4: 2,087 shares 2,087 $204K 0.01% -59,019 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 760 shares 760 $204K 0.01% new Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,440 shares 2,440 $204K 0.01% new Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,043 shares 3,043 $202K 0.01% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,567 shares 1,567 $202K 0.01% new Timeline BALL BALL CORP More: the full row for BALL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,798 shares 3,798 $201K 0.01% new Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,119 shares; 2025Q4: 14,110 shares 14,110 $185K 0.01% -1,009 Timeline AMCOR PLC AMCOR PLC More: the full row for AMCOR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,247 shares 18,247 $152K 0.01% new XFLT XAI OCTAGON FLOATING RATE & AL More: the full row for XAI OCTAGON FLOATING RATE & AL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 25,000 shares; 2025Q2: 25,000 shares; 2025Q3: 25,000 shares; 2025Q4: 25,000 shares 25,000 $120K 0.01% 0 Timeline ABRDN GLOBAL PREMIER PPTYS F ABRDN GLOBAL PREMIER PPTYS F More: the full row for ABRDN GLOBAL PREMIER PPTYS F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,000 shares; 2024Q4: 17,000 shares; 2025Q1: 17,000 shares; 2025Q2: 17,000 shares; 2025Q3: 17,000 shares; 2025Q4: 17,000 shares 17,000 $65.3K <0.01% 0 DNN DENISON MINES CORP More: the full row for DENISON MINES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,000 shares 10,000 $26.6K <0.01% new Timeline