SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,205,369 shares; 2024Q4: 3,613,912 shares; 2025Q1: 4,023,317 shares; 2025Q2: 4,312,251 shares; 2025Q3: 4,554,909 shares; 2025Q4: 4,917,441 shares 4,917,441 $394M 8.4% +362,532 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,877,590 shares; 2024Q4: 2,220,633 shares; 2025Q1: 2,494,414 shares; 2025Q2: 2,649,344 shares; 2025Q3: 2,855,180 shares; 2025Q4: 3,132,601 shares 3,132,601 $280M 5.97% +277,421 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,260,561 shares; 2024Q4: 3,617,793 shares; 2025Q1: 3,923,459 shares; 2025Q2: 4,141,363 shares; 2025Q3: 4,470,696 shares; 2025Q4: 4,959,574 shares 4,959,574 $233M 4.97% +488,878 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 348,520 shares; 2024Q4: 340,880 shares; 2025Q1: 348,814 shares; 2025Q2: 344,699 shares; 2025Q3: 322,250 shares; 2025Q4: 308,557 shares 308,557 $210M 4.48% -13,693 Timeline GOVT 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: 5,473,630 shares; 2024Q4: 5,690,525 shares; 2025Q1: 6,104,423 shares; 2025Q2: 6,389,947 shares; 2025Q3: 6,703,746 shares; 2025Q4: 7,473,456 shares 7,473,456 $172M 3.67% +769,710 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 815,623 shares; 2024Q4: 975,785 shares; 2025Q1: 1,122,671 shares; 2025Q2: 1,306,563 shares; 2025Q3: 1,502,276 shares; 2025Q4: 1,722,529 shares 1,722,529 $120M 2.55% +220,253 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 134,845 shares; 2024Q4: 156,264 shares; 2025Q1: 183,036 shares; 2025Q2: 206,087 shares; 2025Q3: 231,740 shares; 2025Q4: 256,585 shares 256,585 $114M 2.43% +24,845 Timeline IGIB 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: 808,098 shares; 2024Q4: 1,117,851 shares; 2025Q1: 1,290,398 shares; 2025Q2: 1,449,210 shares; 2025Q3: 1,776,456 shares; 2025Q4: 2,073,892 shares 2,073,892 $112M 2.38% +297,436 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 328,412 shares; 2024Q4: 365,560 shares; 2025Q1: 397,338 shares; 2025Q2: 420,323 shares; 2025Q3: 451,129 shares; 2025Q4: 517,375 shares 517,375 $108M 2.3% +66,246 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,150,437 shares; 2024Q4: 1,259,783 shares; 2025Q1: 1,346,379 shares; 2025Q2: 1,412,670 shares; 2025Q3: 1,615,766 shares; 2025Q4: 1,792,608 shares 1,792,608 $105M 2.24% +176,842 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 426,442 shares; 2024Q4: 446,037 shares; 2025Q1: 455,868 shares; 2025Q2: 461,990 shares; 2025Q3: 463,216 shares; 2025Q4: 469,285 shares 469,285 $103M 2.2% +6,069 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 939,577 shares; 2024Q4: 965,739 shares; 2025Q1: 918,698 shares; 2025Q2: 897,233 shares; 2025Q3: 930,109 shares; 2025Q4: 908,470 shares 908,470 $75.2M 1.6% -21,639 Timeline TLT 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: 444,357 shares; 2024Q4: 493,402 shares; 2025Q1: 531,083 shares; 2025Q2: 559,551 shares; 2025Q3: 633,358 shares; 2025Q4: 700,484 shares 700,484 $61.1M 1.3% +67,126 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: 124,974 shares; 2024Q4: 118,739 shares; 2025Q1: 124,650 shares; 2025Q2: 122,537 shares; 2025Q3: 121,410 shares; 2025Q4: 121,067 shares 121,067 $58.6M 1.25% -343 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 661,438 shares; 2024Q4: 715,040 shares; 2025Q1: 772,819 shares; 2025Q2: 807,749 shares; 2025Q3: 784,549 shares; 2025Q4: 844,550 shares 844,550 $56.8M 1.21% +60,001 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: 440,312 shares; 2024Q4: 461,753 shares; 2025Q1: 482,566 shares; 2025Q2: 473,318 shares; 2025Q3: 537,320 shares; 2025Q4: 552,162 shares 552,162 $53M 1.13% +14,842 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: 238,230 shares; 2024Q4: 238,096 shares; 2025Q1: 244,638 shares; 2025Q2: 246,732 shares; 2025Q3: 274,334 shares; 2025Q4: 284,017 shares 284,017 $53M 1.13% +9,683 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 640,696 shares; 2024Q4: 613,091 shares; 2025Q1: 586,168 shares; 2025Q2: 625,749 shares; 2025Q3: 664,443 shares; 2025Q4: 633,324 shares 633,324 $50.5M 1.08% -31,119 Timeline IEI 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: 361,867 shares; 2024Q4: 373,396 shares; 2025Q1: 364,598 shares; 2025Q2: 354,984 shares; 2025Q3: 409,944 shares; 2025Q4: 413,848 shares 413,848 $49.4M 1.05% +3,904 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 255,363 shares; 2024Q4: 378,602 shares; 2025Q1: 400,985 shares; 2025Q2: 414,305 shares; 2025Q3: 473,087 shares; 2025Q4: 491,983 shares 491,983 $49.1M 1.05% +18,896 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: 70,449 shares; 2024Q4: 71,660 shares; 2025Q1: 74,783 shares; 2025Q2: 75,271 shares; 2025Q3: 75,978 shares; 2025Q4: 77,056 shares 77,056 $48.3M 1.03% +1,078 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 135,929 shares; 2024Q4: 131,698 shares; 2025Q1: 128,041 shares; 2025Q2: 105,489 shares; 2025Q3: 96,637 shares; 2025Q4: 100,000 shares 100,000 $47.3M 1.01% +3,363 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: 61,224 shares; 2024Q4: 59,813 shares; 2025Q1: 64,081 shares; 2025Q2: 66,907 shares; 2025Q3: 62,615 shares; 2025Q4: 65,485 shares 65,485 $44.9M 0.96% +2,870 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,295 shares; 2024Q4: 81,882 shares; 2025Q1: not reported; 2025Q2: 77,871 shares; 2025Q3: 76,864 shares; 2025Q4: 70,440 shares 70,440 $43.3M 0.92% -6,424 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 401,020 shares; 2024Q4: 442,401 shares; 2025Q1: 546,464 shares; 2025Q2: 604,521 shares; 2025Q3: 717,937 shares; 2025Q4: 815,286 shares 815,286 $43.1M 0.92% +97,349 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 52,919 shares; 2025Q3: 296,678 shares; 2025Q4: 340,032 shares 340,032 $40.6M 0.86% +43,354 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 194,588 shares; 2024Q4: 185,607 shares; 2025Q1: 184,182 shares; 2025Q2: 190,457 shares; 2025Q3: 193,473 shares; 2025Q4: 196,244 shares 196,244 $37.5M 0.8% +2,771 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: 144,339 shares; 2024Q4: 143,764 shares; 2025Q1: 157,789 shares; 2025Q2: 162,271 shares; 2025Q3: 157,075 shares; 2025Q4: 156,133 shares 156,133 $36M 0.77% -942 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: 106,889 shares; 2024Q4: 114,912 shares; 2025Q1: 117,650 shares; 2025Q2: 118,933 shares; 2025Q3: 117,771 shares; 2025Q4: 125,746 shares 125,746 $34.2M 0.73% +7,975 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 109,249 shares; 2024Q4: 147,935 shares; 2025Q1: 109,262 shares; 2025Q2: 112,827 shares; 2025Q3: 106,602 shares; 2025Q4: 155,876 shares 155,876 $32.8M 0.7% +49,274 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,135 shares; 2024Q4: 76,328 shares; 2025Q1: 75,267 shares; 2025Q2: 72,532 shares; 2025Q3: 66,510 shares; 2025Q4: 64,050 shares 64,050 $31.2M 0.67% -2,460 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: 111,705 shares; 2024Q4: 101,900 shares; 2025Q1: 98,471 shares; 2025Q2: 84,501 shares; 2025Q3: 93,820 shares; 2025Q4: 96,766 shares 96,766 $30.3M 0.65% +2,946 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 131,557 shares; 2024Q4: 146,188 shares; 2025Q1: 178,755 shares; 2025Q2: 218,607 shares; 2025Q3: 206,778 shares; 2025Q4: 240,652 shares 240,652 $29.3M 0.62% +33,874 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 333,444 shares; 2024Q4: 321,629 shares; 2025Q1: 257,609 shares; 2025Q2: 276,164 shares; 2025Q3: 245,036 shares; 2025Q4: 229,265 shares 229,265 $28.3M 0.6% -15,771 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,224 shares; 2024Q4: 48,156 shares; 2025Q1: 54,842 shares; 2025Q2: 57,567 shares; 2025Q3: 67,063 shares; 2025Q4: 97,091 shares 97,091 $28.2M 0.6% +30,028 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,132 shares; 2024Q4: 461,529 shares; 2025Q1: 637,150 shares; 2025Q2: 686,148 shares; 2025Q3: 703,345 shares; 2025Q4: 844,739 shares 844,739 $27.6M 0.59% +141,394 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 218,664 shares; 2024Q4: 244,933 shares; 2025Q1: 245,377 shares; 2025Q2: 269,337 shares; 2025Q3: 303,386 shares; 2025Q4: 323,846 shares 323,846 $27.1M 0.58% +20,460 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: 94,595 shares; 2024Q4: 94,387 shares; 2025Q1: 95,472 shares; 2025Q2: 97,085 shares; 2025Q3: 85,006 shares; 2025Q4: 83,509 shares 83,509 $26.9M 0.57% -1,497 Timeline LQD 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: 175,934 shares; 2024Q4: 184,724 shares; 2025Q1: 197,568 shares; 2025Q2: 204,954 shares; 2025Q3: 210,314 shares; 2025Q4: 215,231 shares 215,231 $23.7M 0.51% +4,917 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: 41,392 shares; 2024Q4: 40,633 shares; 2025Q1: 42,782 shares; 2025Q2: 40,884 shares; 2025Q3: 41,064 shares; 2025Q4: 34,557 shares 34,557 $22.8M 0.49% -6,507 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,273 shares; 2024Q4: 59,360 shares; 2025Q1: 62,575 shares; 2025Q2: 69,800 shares; 2025Q3: 55,734 shares; 2025Q4: 64,927 shares 64,927 $22.5M 0.48% +9,193 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 414,663 shares; 2024Q4: 387,708 shares; 2025Q1: 375,378 shares; 2025Q2: 361,893 shares; 2025Q3: 341,245 shares; 2025Q4: 328,581 shares 328,581 $21.7M 0.46% -12,664 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 267,125 shares; 2024Q4: 816,753 shares; 2025Q1: 853,767 shares; 2025Q2: 1,004,274 shares; 2025Q3: 797,743 shares; 2025Q4: 743,973 shares 743,973 $20.4M 0.43% -53,770 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,045 shares; 2024Q4: 106,138 shares; 2025Q1: 99,272 shares; 2025Q2: 94,595 shares; 2025Q3: 96,061 shares; 2025Q4: 89,749 shares 89,749 $19M 0.41% -6,312 Timeline HYS PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 124,687 shares; 2024Q4: 139,566 shares; 2025Q1: 151,520 shares; 2025Q2: 158,694 shares; 2025Q3: 182,180 shares; 2025Q4: 198,764 shares 198,764 $18.8M 0.4% +16,584 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,615 shares; 2024Q4: 39,519 shares; 2025Q1: 44,695 shares; 2025Q2: 51,235 shares; 2025Q3: 52,289 shares; 2025Q4: 46,098 shares 46,098 $18.3M 0.39% -6,191 Timeline IDV 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: 280,406 shares; 2024Q4: 263,615 shares; 2025Q1: 234,479 shares; 2025Q2: 309,264 shares; 2025Q3: 413,985 shares; 2025Q4: 460,223 shares 460,223 $18.2M 0.39% +46,238 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 235,121 shares; 2024Q4: 235,015 shares; 2025Q1: 236,042 shares; 2025Q2: 206,203 shares; 2025Q3: 214,364 shares; 2025Q4: 216,461 shares 216,461 $17.1M 0.36% +2,097 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,350 shares; 2024Q4: 60,850 shares; 2025Q1: 57,028 shares; 2025Q2: 41,188 shares; 2025Q3: 60,034 shares; 2025Q4: 68,651 shares 68,651 $16.9M 0.36% +8,617 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: 70,411 shares; 2024Q4: 68,344 shares; 2025Q1: 78,953 shares; 2025Q2: 80,146 shares; 2025Q3: 77,895 shares; 2025Q4: 68,073 shares 68,073 $15.6M 0.33% -9,822 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,481 shares; 2024Q4: 34,095 shares; 2025Q1: 36,672 shares; 2025Q2: 35,477 shares; 2025Q3: 40,424 shares; 2025Q4: 40,104 shares 40,104 $15M 0.32% -320 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: 37,667 shares; 2024Q4: 40,388 shares; 2025Q1: 46,985 shares; 2025Q2: 51,313 shares; 2025Q3: 54,315 shares; 2025Q4: 56,994 shares 56,994 $14.7M 0.31% +2,679 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 116,416 shares; 2024Q4: 112,160 shares; 2025Q1: 114,036 shares; 2025Q2: 102,878 shares; 2025Q3: 96,482 shares; 2025Q4: 90,288 shares 90,288 $14.5M 0.31% -6,194 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,994 shares; 2024Q4: 50,171 shares; 2025Q1: 67,807 shares; 2025Q2: 88,007 shares; 2025Q3: 104,286 shares; 2025Q4: 132,212 shares 132,212 $14.1M 0.3% +27,926 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 149,063 shares; 2024Q4: 149,318 shares; 2025Q1: 150,279 shares; 2025Q2: 138,647 shares; 2025Q3: 129,128 shares; 2025Q4: 116,814 shares 116,814 $14M 0.3% -12,314 Timeline HYLB DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 155,380 shares; 2024Q4: 183,505 shares; 2025Q1: 218,436 shares; 2025Q2: 253,299 shares; 2025Q3: 310,029 shares; 2025Q4: 376,965 shares 376,965 $13.9M 0.3% +66,936 Timeline IEF 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: 140,644 shares; 2024Q4: 132,023 shares; 2025Q1: 131,901 shares; 2025Q2: 130,802 shares; 2025Q3: 134,506 shares; 2025Q4: 137,240 shares 137,240 $13.2M 0.28% +2,734 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: 73,148 shares; 2024Q4: 73,814 shares; 2025Q1: 77,968 shares; 2025Q2: 79,358 shares; 2025Q3: 86,495 shares; 2025Q4: 80,003 shares 80,003 $12.2M 0.26% -6,492 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 160,406 shares; 2024Q4: 180,977 shares; 2025Q1: 178,677 shares; 2025Q2: 167,432 shares; 2025Q3: 151,762 shares; 2025Q4: 156,294 shares 156,294 $12.2M 0.26% +4,532 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: 20,088 shares; 2024Q4: 19,764 shares; 2025Q1: 19,388 shares; 2025Q2: 20,556 shares; 2025Q3: 20,896 shares; 2025Q4: 20,657 shares 20,657 $11.8M 0.25% -239 Timeline BLV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110,799 shares; 2024Q4: 120,807 shares; 2025Q1: 142,370 shares; 2025Q2: 153,411 shares; 2025Q3: 159,024 shares; 2025Q4: 168,129 shares 168,129 $11.7M 0.25% +9,105 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 128,339 shares; 2024Q4: 115,083 shares; 2025Q1: 99,275 shares; 2025Q2: 98,106 shares; 2025Q3: 93,300 shares; 2025Q4: 83,160 shares 83,160 $11.6M 0.25% -10,140 Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 227,937 shares; 2024Q4: 259,052 shares; 2025Q1: 248,549 shares; 2025Q2: 245,526 shares; 2025Q3: 246,072 shares; 2025Q4: 238,126 shares 238,126 $11.4M 0.24% -7,946 Timeline TFI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 141,532 shares; 2024Q4: 186,542 shares; 2025Q1: 200,022 shares; 2025Q2: 151,882 shares; 2025Q3: 198,474 shares; 2025Q4: 246,457 shares 246,457 $11.3M 0.24% +47,983 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 125,069 shares; 2024Q4: 128,392 shares; 2025Q1: 146,621 shares; 2025Q2: 150,175 shares; 2025Q3: 147,939 shares; 2025Q4: 152,009 shares 152,009 $11.3M 0.24% +4,070 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: 33,076 shares; 2024Q4: 56,407 shares; 2025Q1: 61,908 shares; 2025Q2: 64,810 shares; 2025Q3: 66,805 shares; 2025Q4: 54,168 shares 54,168 $11.2M 0.24% -12,637 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,611 shares; 2024Q4: 67,994 shares; 2025Q1: 85,435 shares; 2025Q2: 83,327 shares; 2025Q3: 92,165 shares; 2025Q4: 87,108 shares 87,108 $11.1M 0.24% -5,057 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: 35,151 shares; 2024Q4: 33,477 shares; 2025Q1: 38,490 shares; 2025Q2: 30,941 shares; 2025Q3: 35,805 shares; 2025Q4: 34,909 shares 34,909 $11M 0.23% -896 Timeline IUSV 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: 171,605 shares; 2024Q4: 182,327 shares; 2025Q1: 173,466 shares; 2025Q2: 159,729 shares; 2025Q3: 117,184 shares; 2025Q4: 105,148 shares 105,148 $10.8M 0.23% -12,036 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: 61,060 shares; 2024Q4: 58,274 shares; 2025Q1: 98,425 shares; 2025Q2: 117,926 shares; 2025Q3: 106,274 shares; 2025Q4: 108,167 shares 108,167 $10.4M 0.22% +1,893 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: 76,754 shares; 2024Q4: 74,829 shares; 2025Q1: 74,041 shares; 2025Q2: 75,877 shares; 2025Q3: 112,633 shares; 2025Q4: 110,711 shares 110,711 $10.3M 0.22% -1,922 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: 57,509 shares; 2024Q4: 53,505 shares; 2025Q1: 45,225 shares; 2025Q2: 44,656 shares; 2025Q3: 65,256 shares; 2025Q4: 83,200 shares 83,200 $10.2M 0.22% +17,944 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,265 shares; 2024Q4: 17,966 shares; 2025Q1: 19,141 shares; 2025Q2: 14,481 shares; 2025Q3: 13,731 shares; 2025Q4: 13,544 shares 13,544 $10.2M 0.22% -187 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,892 shares; 2024Q4: 40,148 shares; 2025Q1: 49,572 shares; 2025Q2: 55,474 shares; 2025Q3: 56,725 shares; 2025Q4: 56,547 shares 56,547 $9.5M 0.2% -178 Timeline VWOB VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 172,681 shares; 2024Q4: 144,648 shares; 2025Q1: 146,882 shares; 2025Q2: 150,058 shares; 2025Q3: 126,322 shares; 2025Q4: 139,246 shares 139,246 $9.39M 0.2% +12,924 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,916 shares; 2024Q4: 48,927 shares; 2025Q1: 52,282 shares; 2025Q2: 60,165 shares; 2025Q3: 64,568 shares; 2025Q4: 63,820 shares 63,820 $9.01M 0.19% -748 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,938 shares; 2024Q4: 31,265 shares; 2025Q1: 78,914 shares; 2025Q2: 99,674 shares; 2025Q3: 116,729 shares; 2025Q4: 111,339 shares 111,339 $8.84M 0.19% -5,390 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,191 shares; 2024Q4: not reported; 2025Q1: 21,094 shares; 2025Q2: 26,672 shares; 2025Q3: 28,717 shares; 2025Q4: 28,608 shares 28,608 $8.69M 0.19% -109 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: 142,540 shares; 2024Q4: 138,143 shares; 2025Q1: 148,208 shares; 2025Q2: 155,003 shares; 2025Q3: 157,577 shares; 2025Q4: 156,612 shares 156,612 $8.61M 0.18% -965 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,885 shares; 2024Q4: 37,098 shares; 2025Q1: 37,574 shares; 2025Q2: 30,762 shares; 2025Q3: 38,535 shares; 2025Q4: 92,907 shares 92,907 $8.58M 0.18% +54,372 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,314 shares; 2024Q4: 46,023 shares; 2025Q1: 45,927 shares; 2025Q2: 83,382 shares; 2025Q3: 59,438 shares; 2025Q4: 78,128 shares 78,128 $8.37M 0.18% +18,690 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 150,403 shares; 2024Q4: 149,600 shares; 2025Q1: 152,555 shares; 2025Q2: 153,772 shares; 2025Q3: 160,311 shares; 2025Q4: 165,360 shares 165,360 $8.32M 0.18% +5,049 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: 14,962 shares; 2024Q4: 15,163 shares; 2025Q1: 15,049 shares; 2025Q2: 16,903 shares; 2025Q3: 15,514 shares; 2025Q4: 16,320 shares 16,320 $8.2M 0.17% +806 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: 98,409 shares; 2024Q4: 97,157 shares; 2025Q1: 103,804 shares; 2025Q2: 102,647 shares; 2025Q3: 99,734 shares; 2025Q4: 104,964 shares 104,964 $8.09M 0.17% +5,230 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: 32,005 shares; 2024Q4: 41,353 shares; 2025Q1: 52,000 shares; 2025Q2: 63,946 shares; 2025Q3: 68,395 shares; 2025Q4: 64,732 shares 64,732 $7.79M 0.17% -3,663 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,975 shares; 2024Q4: 68,750 shares; 2025Q1: 59,073 shares; 2025Q2: 69,489 shares; 2025Q3: 67,541 shares; 2025Q4: 56,312 shares 56,312 $7.61M 0.16% -11,229 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,261 shares; 2024Q4: 48,524 shares; 2025Q1: not reported; 2025Q2: 48,108 shares; 2025Q3: 42,495 shares; 2025Q4: 41,315 shares 41,315 $7.58M 0.16% -1,180 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: 21,642 shares; 2024Q4: 22,638 shares; 2025Q1: 24,113 shares; 2025Q2: 25,608 shares; 2025Q3: 26,285 shares; 2025Q4: 22,859 shares 22,859 $7.48M 0.16% -3,426 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,638 shares; 2024Q4: 81,993 shares; 2025Q1: 103,345 shares; 2025Q2: 109,604 shares; 2025Q3: 134,654 shares; 2025Q4: 159,540 shares 159,540 $7.45M 0.16% +24,886 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: 200,657 shares; 2024Q4: 198,051 shares; 2025Q1: 203,684 shares; 2025Q2: 201,114 shares; 2025Q3: 141,699 shares; 2025Q4: 132,644 shares 132,644 $7.08M 0.15% -9,055 Timeline EFV 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: 31,095 shares; 2024Q4: 34,146 shares; 2025Q1: 35,254 shares; 2025Q2: 39,050 shares; 2025Q3: 48,717 shares; 2025Q4: 98,908 shares 98,908 $7.06M 0.15% +50,191 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: 11,046 shares; 2024Q4: 25,186 shares; 2025Q1: 12,757 shares; 2025Q2: 14,541 shares; 2025Q3: 14,971 shares; 2025Q4: 15,430 shares 15,430 $6.94M 0.15% +459 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,112 shares; 2024Q4: 16,239 shares; 2025Q1: 17,267 shares; 2025Q2: 18,389 shares; 2025Q3: 13,475 shares; 2025Q4: 13,515 shares 13,515 $6.9M 0.15% +40 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: 92,686 shares; 2024Q4: 79,309 shares; 2025Q1: 82,352 shares; 2025Q2: 89,167 shares; 2025Q3: 64,675 shares; 2025Q4: 60,985 shares 60,985 $6.79M 0.14% -3,690 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,277 shares; 2024Q4: 70,378 shares; 2025Q1: 74,537 shares; 2025Q2: 78,517 shares; 2025Q3: 72,851 shares; 2025Q4: 58,849 shares 58,849 $6.79M 0.14% -14,002 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,664 shares; 2024Q4: 39,689 shares; 2025Q1: 42,317 shares; 2025Q2: 36,742 shares; 2025Q3: 35,332 shares; 2025Q4: 48,896 shares 48,896 $6.7M 0.14% +13,564 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: 20,952 shares; 2024Q4: 19,790 shares; 2025Q1: 18,878 shares; 2025Q2: 19,334 shares; 2025Q3: 23,052 shares; 2025Q4: 19,782 shares 19,782 $6.63M 0.14% -3,270 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: 98,284 shares; 2024Q4: 99,473 shares; 2025Q1: 103,844 shares; 2025Q2: 94,947 shares; 2025Q3: 84,314 shares; 2025Q4: 81,649 shares 81,649 $6.55M 0.14% -2,665 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,467 shares; 2024Q4: 43,917 shares; 2025Q1: 40,188 shares; 2025Q2: 105,819 shares; 2025Q3: 119,432 shares; 2025Q4: 113,560 shares 113,560 $6.43M 0.14% -5,872 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,787 shares; 2024Q4: 17,717 shares; 2025Q1: 17,036 shares; 2025Q2: 18,134 shares; 2025Q3: 117,002 shares; 2025Q4: 116,210 shares 116,210 $6.36M 0.14% -792 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,970 shares; 2024Q4: 5,786 shares; 2025Q1: 7,021 shares; 2025Q2: 7,261 shares; 2025Q3: 10,338 shares; 2025Q4: 19,866 shares 19,866 $6.25M 0.13% +9,528 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,117 shares; 2024Q4: 112,168 shares; 2025Q1: 129,847 shares; 2025Q2: 140,891 shares; 2025Q3: 179,751 shares; 2025Q4: 201,883 shares 201,883 $6.1M 0.13% +22,132 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: 35,489 shares; 2024Q4: 32,218 shares; 2025Q1: 27,497 shares; 2025Q2: 29,490 shares; 2025Q3: 23,029 shares; 2025Q4: 17,358 shares 17,358 $6.09M 0.13% -5,671 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: 258,954 shares; 2024Q4: 261,250 shares; 2025Q1: 269,244 shares; 2025Q2: 274,719 shares; 2025Q3: 221,336 shares; 2025Q4: 148,620 shares 148,620 $6.05M 0.13% -72,716 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: 45,546 shares; 2024Q4: 49,821 shares; 2025Q1: 51,629 shares; 2025Q2: 51,460 shares; 2025Q3: 55,327 shares; 2025Q4: 51,589 shares 51,589 $6.05M 0.13% -3,738 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: 12,543 shares; 2024Q4: 5,438 shares; 2025Q1: 5,607 shares; 2025Q2: 5,922 shares; 2025Q3: 5,898 shares; 2025Q4: 5,567 shares 5,567 $5.98M 0.13% -331 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,119 shares; 2024Q4: 51,114 shares; 2025Q1: 68,238 shares; 2025Q2: 76,410 shares; 2025Q3: 82,441 shares; 2025Q4: 76,432 shares 76,432 $5.91M 0.13% -6,009 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,345 shares; 2024Q4: 19,765 shares; 2025Q1: 19,953 shares; 2025Q2: 21,861 shares; 2025Q3: 22,017 shares; 2025Q4: 21,636 shares 21,636 $5.87M 0.12% -381 Timeline SJNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,776 shares; 2024Q4: 88,884 shares; 2025Q1: 119,660 shares; 2025Q2: 126,204 shares; 2025Q3: 192,048 shares; 2025Q4: 231,614 shares 231,614 $5.86M 0.12% +39,566 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE 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: 88,930 shares 88,930 $5.81M 0.12% new Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,074 shares; 2024Q4: 2,083 shares; 2025Q1: 2,006 shares; 2025Q2: 4,180 shares; 2025Q3: 9,123 shares; 2025Q4: 21,228 shares 21,228 $5.8M 0.12% +12,105 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,587 shares; 2024Q4: 60,132 shares; 2025Q1: 63,390 shares; 2025Q2: 68,219 shares; 2025Q3: 73,215 shares; 2025Q4: 73,166 shares 73,166 $5.78M 0.12% -49 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: 4,966 shares; 2024Q4: 6,507 shares; 2025Q1: 3,440 shares; 2025Q2: 3,567 shares; 2025Q3: 3,475 shares; 2025Q4: 6,459 shares 6,459 $5.68M 0.12% +2,984 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,295 shares; 2024Q4: 100,348 shares; 2025Q1: 111,534 shares; 2025Q2: 114,764 shares; 2025Q3: 130,375 shares; 2025Q4: 116,307 shares 116,307 $5.57M 0.12% -14,068 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,588 shares; 2024Q4: 15,531 shares; 2025Q1: 17,590 shares; 2025Q2: 16,671 shares; 2025Q3: 27,964 shares; 2025Q4: 28,529 shares 28,529 $5.57M 0.12% +565 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: 20,563 shares; 2024Q4: 19,767 shares; 2025Q1: 8,659 shares; 2025Q2: 15,715 shares; 2025Q3: 18,477 shares; 2025Q4: 17,967 shares 17,967 $5.53M 0.12% -510 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: 8,149 shares; 2024Q4: 6,218 shares; 2025Q1: 7,550 shares; 2025Q2: 4,838 shares; 2025Q3: 5,025 shares; 2025Q4: 9,530 shares 9,530 $5.52M 0.12% +4,505 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,960 shares; 2024Q4: 55,592 shares; 2025Q1: not reported; 2025Q2: 53,765 shares; 2025Q3: 55,616 shares; 2025Q4: 67,242 shares 67,242 $5.49M 0.12% +11,626 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,996 shares; 2024Q4: 77,903 shares; 2025Q1: 82,377 shares; 2025Q2: 67,258 shares; 2025Q3: 60,335 shares; 2025Q4: 58,636 shares 58,636 $5.42M 0.12% -1,699 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,790 shares; 2024Q4: 68,500 shares; 2025Q1: 63,360 shares; 2025Q2: 65,557 shares; 2025Q3: 74,631 shares; 2025Q4: 83,460 shares 83,460 $5.21M 0.11% +8,829 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: 33,127 shares; 2024Q4: 30,478 shares; 2025Q1: 31,476 shares; 2025Q2: 38,950 shares; 2025Q3: 26,726 shares; 2025Q4: 24,915 shares 24,915 $5.2M 0.11% -1,811 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,521 shares; 2024Q4: 42,652 shares; 2025Q1: 46,732 shares; 2025Q2: 48,481 shares; 2025Q3: 51,625 shares; 2025Q4: 52,895 shares 52,895 $5.09M 0.11% +1,270 Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,931 shares; 2024Q4: 56,153 shares; 2025Q1: 59,846 shares; 2025Q2: 66,708 shares; 2025Q3: 63,083 shares; 2025Q4: 61,895 shares 61,895 $5.08M 0.11% -1,188 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: 21,340 shares; 2024Q4: 20,864 shares; 2025Q1: 21,154 shares; 2025Q2: 19,930 shares; 2025Q3: 20,902 shares; 2025Q4: 17,751 shares 17,751 $5.07M 0.11% -3,151 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: 52,755 shares; 2024Q4: 164,172 shares; 2025Q1: 164,825 shares; 2025Q2: 183,614 shares; 2025Q3: 181,420 shares; 2025Q4: 186,757 shares 186,757 $5.03M 0.11% +5,337 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: 17,935 shares; 2024Q4: 17,646 shares; 2025Q1: 16,091 shares; 2025Q2: 16,445 shares; 2025Q3: 17,812 shares; 2025Q4: 16,960 shares 16,960 $5.02M 0.11% -852 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: 18,563 shares; 2024Q4: 18,971 shares; 2025Q1: 19,203 shares; 2025Q2: 17,102 shares; 2025Q3: 15,849 shares; 2025Q4: 14,588 shares 14,588 $5.02M 0.11% -1,261 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: 32,871 shares; 2024Q4: 26,198 shares; 2025Q1: 26,848 shares; 2025Q2: 27,156 shares; 2025Q3: 36,202 shares; 2025Q4: 34,471 shares 34,471 $4.95M 0.11% -1,731 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,796 shares; 2024Q4: 93,033 shares; 2025Q1: 108,510 shares; 2025Q2: 110,641 shares; 2025Q3: 120,147 shares; 2025Q4: 101,009 shares 101,009 $4.89M 0.1% -19,138 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 801 shares; 2024Q4: 7,776 shares; 2025Q1: 7,851 shares; 2025Q2: 10,049 shares; 2025Q3: 14,695 shares; 2025Q4: 16,306 shares 16,306 $4.83M 0.1% +1,611 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,737 shares; 2024Q4: 42,884 shares; 2025Q1: 38,738 shares; 2025Q2: 29,476 shares; 2025Q3: 26,082 shares; 2025Q4: 43,007 shares 43,007 $4.82M 0.1% +16,925 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: 39,412 shares; 2024Q4: 38,875 shares; 2025Q1: 40,743 shares; 2025Q2: 42,313 shares; 2025Q3: 43,692 shares; 2025Q4: 41,066 shares 41,066 $4.79M 0.1% -2,626 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: 13,794 shares; 2024Q4: 13,823 shares; 2025Q1: 13,822 shares; 2025Q2: 14,090 shares; 2025Q3: 13,807 shares; 2025Q4: 12,951 shares 12,951 $4.79M 0.1% -856 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: 38,695 shares; 2024Q4: 39,390 shares; 2025Q1: 42,170 shares; 2025Q2: 39,082 shares; 2025Q3: 38,250 shares; 2025Q4: 37,053 shares 37,053 $4.64M 0.1% -1,197 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: 197,315 shares; 2024Q4: 174,246 shares; 2025Q1: 130,632 shares; 2025Q2: 165,286 shares; 2025Q3: 223,324 shares; 2025Q4: 186,392 shares 186,392 $4.63M 0.1% -36,932 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,385 shares; 2024Q4: 75,985 shares; 2025Q1: 78,564 shares; 2025Q2: 76,543 shares; 2025Q3: 102,849 shares; 2025Q4: 93,939 shares 93,939 $4.62M 0.1% -8,910 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,999 shares; 2024Q4: 86,883 shares; 2025Q1: 85,956 shares; 2025Q2: 85,567 shares; 2025Q3: 87,022 shares; 2025Q4: 85,833 shares 85,833 $4.61M 0.1% -1,189 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: 124,712 shares; 2024Q4: 97,899 shares; 2025Q1: 127,653 shares; 2025Q2: 153,109 shares; 2025Q3: 233,680 shares; 2025Q4: 184,275 shares 184,275 $4.59M 0.1% -49,405 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: 34,325 shares; 2024Q4: 27,959 shares; 2025Q1: 35,629 shares; 2025Q2: 38,145 shares; 2025Q3: 27,174 shares; 2025Q4: 25,542 shares 25,542 $4.53M 0.1% -1,632 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: 37,905 shares; 2024Q4: 40,582 shares; 2025Q1: 43,030 shares; 2025Q2: 43,835 shares; 2025Q3: 42,063 shares; 2025Q4: 34,155 shares 34,155 $4.53M 0.1% -7,908 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,685 shares; 2024Q4: 17,791 shares; 2025Q1: 19,894 shares; 2025Q2: 16,450 shares; 2025Q3: 15,280 shares; 2025Q4: 31,451 shares 31,451 $4.53M 0.1% +16,171 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,219 shares; 2024Q4: 10,003 shares; 2025Q1: 9,898 shares; 2025Q2: 10,398 shares; 2025Q3: 7,378 shares; 2025Q4: 7,788 shares 7,788 $4.52M 0.1% +410 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,287 shares; 2024Q4: 40,465 shares; 2025Q1: 41,806 shares; 2025Q2: 46,185 shares; 2025Q3: 45,770 shares; 2025Q4: 34,448 shares 34,448 $4.39M 0.09% -11,322 Timeline HYG 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: 57,021 shares; 2024Q4: 59,707 shares; 2025Q1: 55,898 shares; 2025Q2: 55,830 shares; 2025Q3: 56,651 shares; 2025Q4: 54,319 shares 54,319 $4.38M 0.09% -2,332 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,778 shares; 2024Q4: 81,581 shares; 2025Q1: 62,832 shares; 2025Q2: 57,518 shares; 2025Q3: 56,792 shares; 2025Q4: 39,030 shares 39,030 $4.3M 0.09% -17,762 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: 3,900 shares; 2024Q4: 3,777 shares; 2025Q1: 11,878 shares; 2025Q2: 13,362 shares; 2025Q3: 12,649 shares; 2025Q4: 13,970 shares 13,970 $4.27M 0.09% +1,321 Timeline URTH ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,000 shares; 2024Q4: 22,405 shares; 2025Q1: 7,928 shares; 2025Q2: 7,818 shares; 2025Q3: 10,193 shares; 2025Q4: 22,912 shares 22,912 $4.26M 0.09% +12,719 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,271 shares; 2024Q4: 44,451 shares; 2025Q1: 46,064 shares; 2025Q2: 58,115 shares; 2025Q3: 59,120 shares; 2025Q4: 70,885 shares 70,885 $4.25M 0.09% +11,765 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,017 shares; 2024Q4: 16,092 shares; 2025Q1: 20,079 shares; 2025Q2: 18,366 shares; 2025Q3: 21,196 shares; 2025Q4: 16,110 shares 16,110 $4.14M 0.09% -5,086 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,354 shares; 2024Q4: 1,343 shares; 2025Q1: 1,521 shares; 2025Q2: 20,400 shares; 2025Q3: 20,119 shares; 2025Q4: 17,073 shares 17,073 $4.14M 0.09% -3,046 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: 83,039 shares; 2024Q4: 68,916 shares; 2025Q1: 78,174 shares; 2025Q2: 63,164 shares; 2025Q3: 24,481 shares; 2025Q4: 39,014 shares 39,014 $4.11M 0.09% +14,533 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,949 shares; 2024Q4: 17,048 shares; 2025Q1: 46,826 shares; 2025Q2: 80,048 shares; 2025Q3: 98,910 shares; 2025Q4: 91,450 shares 91,450 $4.09M 0.09% -7,460 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: 4,901 shares; 2025Q1: 4,866 shares; 2025Q2: 4,550 shares; 2025Q3: 4,010 shares; 2025Q4: 3,800 shares 3,800 $4.07M 0.09% -210 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,246 shares; 2025Q1: 19,638 shares; 2025Q2: 10,268 shares; 2025Q3: 30,000 shares; 2025Q4: 30,945 shares 30,945 $4.05M 0.09% +945 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,175 shares; 2024Q4: 28,663 shares; 2025Q1: 18,829 shares; 2025Q2: 18,321 shares; 2025Q3: 65,744 shares; 2025Q4: 62,413 shares 62,413 $3.98M 0.08% -3,331 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,882 shares; 2024Q4: 18,334 shares; 2025Q1: 19,364 shares; 2025Q2: 17,788 shares; 2025Q3: 18,183 shares; 2025Q4: 24,179 shares 24,179 $3.92M 0.08% +5,996 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,771 shares; 2024Q4: 3,837 shares; 2025Q1: 2,637 shares; 2025Q2: 4,212 shares; 2025Q3: 3,699 shares; 2025Q4: 6,383 shares 6,383 $3.85M 0.08% +2,684 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: 5,601 shares; 2024Q4: 4,865 shares; 2025Q1: 19,808 shares; 2025Q2: 37,050 shares; 2025Q3: 38,712 shares; 2025Q4: 38,272 shares 38,272 $3.82M 0.08% -440 Timeline COLB COLUMBIA BKG SYS INC More: the full row for COLUMBIA BKG SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,195 shares; 2024Q4: 8,430 shares; 2025Q1: 9,565 shares; 2025Q2: 9,233 shares; 2025Q3: 138,635 shares; 2025Q4: 135,927 shares 135,927 $3.8M 0.08% -2,708 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,208 shares; 2024Q4: 37,025 shares; 2025Q1: 34,122 shares; 2025Q2: 36,103 shares; 2025Q3: 39,197 shares; 2025Q4: 41,475 shares 41,475 $3.79M 0.08% +2,278 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: 16,246 shares; 2024Q4: 13,791 shares; 2025Q1: 14,504 shares; 2025Q2: 14,477 shares; 2025Q3: 9,080 shares; 2025Q4: 8,795 shares 8,795 $3.75M 0.08% -285 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: 43,525 shares; 2024Q4: 30,856 shares; 2025Q1: 30,167 shares; 2025Q2: 30,975 shares; 2025Q3: 30,046 shares; 2025Q4: 26,028 shares 26,028 $3.73M 0.08% -4,018 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: 19,642 shares; 2024Q4: 22,344 shares; 2025Q1: 22,544 shares; 2025Q2: 22,618 shares; 2025Q3: 14,938 shares; 2025Q4: 15,985 shares 15,985 $3.7M 0.08% +1,047 Timeline CWI 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: 17,677 shares; 2024Q4: 75,952 shares; 2025Q1: 99,982 shares; 2025Q2: 92,719 shares; 2025Q3: 100,030 shares; 2025Q4: 102,718 shares 102,718 $3.69M 0.08% +2,688 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: 74,788 shares; 2024Q4: 79,616 shares; 2025Q1: 100,794 shares; 2025Q2: 93,331 shares; 2025Q3: 56,529 shares; 2025Q4: 52,517 shares 52,517 $3.67M 0.08% -4,012 Timeline PZA INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,037 shares; 2024Q4: 78,958 shares; 2025Q1: 79,802 shares; 2025Q2: 95,618 shares; 2025Q3: 162,150 shares; 2025Q4: 157,959 shares 157,959 $3.66M 0.08% -4,191 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: 740 shares; 2024Q4: 3,769 shares; 2025Q1: 9,545 shares; 2025Q2: 11,175 shares; 2025Q3: 8,338 shares; 2025Q4: 5,574 shares 5,574 $3.64M 0.08% -2,764 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,770 shares; 2024Q4: 7,013 shares; 2025Q1: 7,888 shares; 2025Q2: 8,480 shares; 2025Q3: 8,430 shares; 2025Q4: 8,801 shares 8,801 $3.63M 0.08% +371 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,562 shares; 2024Q4: 51,314 shares; 2025Q1: 53,336 shares; 2025Q2: 53,571 shares; 2025Q3: 58,455 shares; 2025Q4: 48,913 shares 48,913 $3.61M 0.08% -9,542 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,736 shares; 2024Q4: 27,443 shares; 2025Q1: 17,376 shares; 2025Q2: 17,307 shares; 2025Q3: 17,411 shares; 2025Q4: 17,575 shares 17,575 $3.6M 0.08% +164 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,144 shares; 2024Q4: 19,736 shares; 2025Q1: 19,548 shares; 2025Q2: 15,934 shares; 2025Q3: 16,348 shares; 2025Q4: 13,588 shares 13,588 $3.52M 0.07% -2,760 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,497 shares; 2024Q4: 10,918 shares; 2025Q1: 11,390 shares; 2025Q2: 11,098 shares; 2025Q3: 10,619 shares; 2025Q4: 10,137 shares 10,137 $3.49M 0.07% -482 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 835 shares; 2024Q4: 882 shares; 2025Q1: 1,640 shares; 2025Q2: 1,695 shares; 2025Q3: 1,646 shares; 2025Q4: 1,622 shares 1,622 $3.49M 0.07% -24 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,422 shares; 2024Q4: 2,726 shares; 2025Q1: 7,109 shares; 2025Q2: 78,019 shares; 2025Q3: 87,191 shares; 2025Q4: 70,787 shares 70,787 $3.47M 0.07% -16,404 Timeline TTC TORO CO More: the full row for TORO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 375 shares; 2024Q4: 348 shares; 2025Q1: 346 shares; 2025Q2: 331 shares; 2025Q3: 47,684 shares; 2025Q4: 43,931 shares 43,931 $3.46M 0.07% -3,753 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,885 shares; 2024Q4: 16,477 shares; 2025Q1: 19,384 shares; 2025Q2: 16,697 shares; 2025Q3: 18,623 shares; 2025Q4: 23,094 shares 23,094 $3.43M 0.07% +4,471 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,476 shares; 2024Q4: 13,090 shares; 2025Q1: 11,953 shares; 2025Q2: 10,640 shares; 2025Q3: 12,264 shares; 2025Q4: 10,982 shares 10,982 $3.43M 0.07% -1,282 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 141,185 shares; 2024Q4: 131,821 shares; 2025Q1: 124,017 shares; 2025Q2: 131,196 shares; 2025Q3: 131,105 shares; 2025Q4: 114,428 shares 114,428 $3.42M 0.07% -16,677 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: 8,314 shares; 2024Q4: 8,176 shares; 2025Q1: 6,116 shares; 2025Q2: 6,097 shares; 2025Q3: 6,182 shares; 2025Q4: 5,144 shares 5,144 $3.41M 0.07% -1,038 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,079 shares; 2024Q4: 12,592 shares; 2025Q1: 12,066 shares; 2025Q2: 14,234 shares; 2025Q3: 13,455 shares; 2025Q4: 9,523 shares 9,523 $3.4M 0.07% -3,932 Timeline FESM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,577 shares; 2025Q4: 89,756 shares 89,756 $3.39M 0.07% +78,179 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,694 shares; 2024Q4: 57,179 shares; 2025Q1: 56,519 shares; 2025Q2: 55,363 shares; 2025Q3: 47,537 shares; 2025Q4: 44,742 shares 44,742 $3.29M 0.07% -2,795 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,278 shares; 2024Q4: 26,210 shares; 2025Q1: 24,240 shares; 2025Q2: 49,954 shares; 2025Q3: 52,742 shares; 2025Q4: 66,505 shares 66,505 $3.29M 0.07% +13,763 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,957 shares; 2024Q4: 30,231 shares; 2025Q1: 31,544 shares; 2025Q2: 30,316 shares; 2025Q3: 35,788 shares; 2025Q4: 31,136 shares 31,136 $3.28M 0.07% -4,652 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: 13,333 shares; 2024Q4: 22,294 shares; 2025Q1: 28,252 shares; 2025Q2: 31,376 shares; 2025Q3: 29,291 shares; 2025Q4: 28,799 shares 28,799 $3.28M 0.07% -492 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: 3,921 shares; 2024Q4: 5,109 shares; 2025Q1: 7,892 shares; 2025Q2: 7,915 shares; 2025Q3: 7,377 shares; 2025Q4: 34,836 shares 34,836 $3.27M 0.07% +27,459 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,385 shares; 2025Q1: 15,769 shares; 2025Q2: 49,282 shares; 2025Q3: 54,396 shares; 2025Q4: 50,546 shares 50,546 $3.26M 0.07% -3,850 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,585 shares; 2024Q4: 6,130 shares; 2025Q1: 6,774 shares; 2025Q2: 7,464 shares; 2025Q3: 7,345 shares; 2025Q4: 6,922 shares 6,922 $3.23M 0.07% -423 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,775 shares; 2024Q4: 46,435 shares; 2025Q1: 52,837 shares; 2025Q2: 59,247 shares; 2025Q3: 64,581 shares; 2025Q4: 55,754 shares 55,754 $3.14M 0.07% -8,827 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 189 shares; 2024Q4: 167 shares; 2025Q1: 142 shares; 2025Q2: 30,982 shares; 2025Q3: 34,524 shares; 2025Q4: 34,097 shares 34,097 $3.11M 0.07% -427 Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,595 shares; 2024Q4: 64,479 shares; 2025Q1: 55,516 shares; 2025Q2: 56,171 shares; 2025Q3: 60,918 shares; 2025Q4: 56,183 shares 56,183 $3.1M 0.07% -4,735 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,797 shares; 2024Q4: 18,953 shares; 2025Q1: 18,917 shares; 2025Q2: 60,116 shares; 2025Q3: 53,971 shares; 2025Q4: 47,145 shares 47,145 $3.03M 0.06% -6,826 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,998 shares; 2024Q4: 39,207 shares; 2025Q1: 40,776 shares; 2025Q2: 39,472 shares; 2025Q3: 40,077 shares; 2025Q4: 31,678 shares 31,678 $3.02M 0.06% -8,399 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,520 shares; 2024Q4: 1,413 shares; 2025Q1: 3,972 shares; 2025Q2: 3,726 shares; 2025Q3: 3,552 shares; 2025Q4: 3,371 shares 3,371 $2.96M 0.06% -181 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,459 shares; 2024Q4: 8,774 shares; 2025Q1: 8,650 shares; 2025Q2: 8,166 shares; 2025Q3: 6,605 shares; 2025Q4: 6,001 shares 6,001 $2.94M 0.06% -604 Timeline MBB 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: 5,058 shares; 2024Q4: 5,296 shares; 2025Q1: 7,142 shares; 2025Q2: 13,481 shares; 2025Q3: 14,703 shares; 2025Q4: 30,743 shares 30,743 $2.93M 0.06% +16,040 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: 3,003 shares; 2024Q4: 2,951 shares; 2025Q1: 3,020 shares; 2025Q2: 2,463 shares; 2025Q3: 2,457 shares; 2025Q4: 5,107 shares 5,107 $2.93M 0.06% +2,650 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,665 shares; 2024Q4: 2,746 shares; 2025Q1: 2,956 shares; 2025Q2: 7,592 shares; 2025Q3: 6,508 shares; 2025Q4: 17,225 shares 17,225 $2.91M 0.06% +10,717 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,223 shares; 2024Q4: 9,609 shares; 2025Q1: 5,691 shares; 2025Q2: 4,553 shares; 2025Q3: 6,767 shares; 2025Q4: 6,007 shares 6,007 $2.91M 0.06% -760 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,257 shares; 2024Q4: 3,603 shares; 2025Q1: 5,210 shares; 2025Q2: 7,244 shares; 2025Q3: 13,661 shares; 2025Q4: 14,673 shares 14,673 $2.85M 0.06% +1,012 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 115,670 shares; 2024Q4: 104,720 shares; 2025Q1: 113,791 shares; 2025Q2: 124,250 shares; 2025Q3: 117,067 shares; 2025Q4: 100,146 shares 100,146 $2.82M 0.06% -16,921 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: 25,039 shares; 2024Q4: 25,557 shares; 2025Q1: 26,495 shares; 2025Q2: 30,442 shares; 2025Q3: 37,769 shares; 2025Q4: 38,241 shares 38,241 $2.81M 0.06% +472 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,610 shares; 2024Q4: 43,626 shares; 2025Q1: 50,614 shares; 2025Q2: 55,486 shares; 2025Q3: 47,414 shares; 2025Q4: 44,670 shares 44,670 $2.76M 0.06% -2,744 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: 10,556 shares; 2024Q4: 11,236 shares; 2025Q1: 10,820 shares; 2025Q2: 8,959 shares; 2025Q3: 8,059 shares; 2025Q4: 15,768 shares 15,768 $2.74M 0.06% +7,709 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 338 shares; 2024Q4: 338 shares; 2025Q1: 338 shares; 2025Q2: 1,571 shares; 2025Q3: 3,403 shares; 2025Q4: 7,519 shares 7,519 $2.71M 0.06% +4,116 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,335 shares; 2024Q4: 7,071 shares; 2025Q1: 9,057 shares; 2025Q2: 10,343 shares; 2025Q3: 7,773 shares; 2025Q4: 9,212 shares 9,212 $2.7M 0.06% +1,439 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,281 shares; 2024Q4: 10,018 shares; 2025Q1: 10,445 shares; 2025Q2: 9,991 shares; 2025Q3: 10,246 shares; 2025Q4: 12,591 shares 12,591 $2.67M 0.06% +2,345 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,595 shares; 2024Q4: 23,824 shares; 2025Q1: 26,597 shares; 2025Q2: 29,336 shares; 2025Q3: 28,955 shares; 2025Q4: 30,025 shares 30,025 $2.62M 0.06% +1,070 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,480 shares; 2024Q4: 2,970 shares; 2025Q1: 3,043 shares; 2025Q2: 4,036 shares; 2025Q3: 3,397 shares; 2025Q4: 2,145 shares 2,145 $2.61M 0.06% -1,252 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,585 shares; 2024Q4: 43,155 shares; 2025Q1: 14,514 shares; 2025Q2: 14,106 shares; 2025Q3: 62,648 shares; 2025Q4: 48,081 shares 48,081 $2.59M 0.06% -14,567 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,320 shares; 2024Q4: 2,710 shares; 2025Q1: 2,589 shares; 2025Q2: 2,309 shares; 2025Q3: 36,616 shares; 2025Q4: 32,503 shares 32,503 $2.57M 0.05% -4,113 Timeline EFG 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: 17,579 shares; 2024Q4: 18,190 shares; 2025Q1: 20,226 shares; 2025Q2: 20,080 shares; 2025Q3: 21,811 shares; 2025Q4: 22,395 shares 22,395 $2.55M 0.05% +584 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: 11,736 shares; 2024Q4: 12,178 shares; 2025Q1: 14,776 shares; 2025Q2: 16,115 shares; 2025Q3: 16,427 shares; 2025Q4: 16,469 shares 16,469 $2.53M 0.05% +42 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: 19,344 shares; 2024Q4: 18,959 shares; 2025Q1: 12,400 shares; 2025Q2: 7,186 shares; 2025Q3: 7,538 shares; 2025Q4: 7,663 shares 7,663 $2.53M 0.05% +125 Timeline SPTS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,868 shares; 2024Q4: 8,880 shares; 2025Q1: 9,680 shares; 2025Q2: 10,502 shares; 2025Q3: 11,208 shares; 2025Q4: 86,215 shares 86,215 $2.52M 0.05% +75,007 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,451 shares; 2024Q4: 68,154 shares; 2025Q1: 75,440 shares; 2025Q2: 74,055 shares; 2025Q3: 78,354 shares; 2025Q4: 72,072 shares 72,072 $2.52M 0.05% -6,282 Timeline IJT 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: 26,337 shares; 2024Q4: 27,747 shares; 2025Q1: 20,980 shares; 2025Q2: 20,435 shares; 2025Q3: 18,621 shares; 2025Q4: 17,786 shares 17,786 $2.51M 0.05% -835 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,950 shares; 2024Q4: 15,310 shares; 2025Q1: 15,967 shares; 2025Q2: 14,855 shares; 2025Q3: 10,883 shares; 2025Q4: 12,195 shares 12,195 $2.51M 0.05% +1,312 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,376 shares; 2024Q4: 16,281 shares; 2025Q1: 17,392 shares; 2025Q2: 5,000 shares; 2025Q3: 4,830 shares; 2025Q4: 15,443 shares 15,443 $2.49M 0.05% +10,613 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,524 shares; 2024Q4: 17,423 shares; 2025Q1: not reported; 2025Q2: 8,965 shares; 2025Q3: 4,842 shares; 2025Q4: 32,309 shares 32,309 $2.48M 0.05% +27,467 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,004 shares; 2024Q4: 10,335 shares; 2025Q1: 10,483 shares; 2025Q2: 10,115 shares; 2025Q3: 10,725 shares; 2025Q4: 12,014 shares 12,014 $2.46M 0.05% +1,289 Timeline PNW PINNACLE WEST CAP CORP More: the full row for PINNACLE WEST CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,359 shares; 2024Q4: not reported; 2025Q1: 2,651 shares; 2025Q2: 2,499 shares; 2025Q3: 31,265 shares; 2025Q4: 27,542 shares 27,542 $2.44M 0.05% -3,723 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,733 shares; 2024Q4: 1,716 shares; 2025Q1: 2,921 shares; 2025Q2: 3,135 shares; 2025Q3: 2,967 shares; 2025Q4: 2,969 shares 2,969 $2.4M 0.05% +2 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,697 shares; 2024Q4: 15,823 shares; 2025Q1: 14,978 shares; 2025Q2: 21,320 shares; 2025Q3: 16,933 shares; 2025Q4: 15,022 shares 15,022 $2.39M 0.05% -1,911 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,891 shares; 2024Q4: 10,752 shares; 2025Q1: 10,672 shares; 2025Q2: 10,280 shares; 2025Q3: 12,907 shares; 2025Q4: 10,951 shares 10,951 $2.38M 0.05% -1,956 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,333 shares; 2024Q4: 48,337 shares; 2025Q1: 50,423 shares; 2025Q2: 57,784 shares; 2025Q3: 69,481 shares; 2025Q4: 68,261 shares 68,261 $2.37M 0.05% -1,220 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 22,782 shares; 2025Q1: 23,817 shares; 2025Q2: 23,986 shares; 2025Q3: 26,239 shares; 2025Q4: 18,264 shares 18,264 $2.37M 0.05% -7,975 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,895 shares; 2024Q4: 3,233 shares; 2025Q1: 12,734 shares; 2025Q2: 12,903 shares; 2025Q3: 14,460 shares; 2025Q4: 14,620 shares 14,620 $2.35M 0.05% +160 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: 245,358 shares; 2024Q4: 213,778 shares; 2025Q1: 217,798 shares; 2025Q2: 214,457 shares; 2025Q3: 227,534 shares; 2025Q4: 135,460 shares 135,460 $2.35M 0.05% -92,074 Timeline FCNCA FIRST CTZNS BANCSHARES INC D More: the full row for FIRST CTZNS BANCSHARES INC D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,007 shares; 2024Q4: 988 shares; 2025Q1: 1,008 shares; 2025Q2: 1,021 shares; 2025Q3: 1,036 shares; 2025Q4: 1,092 shares 1,092 $2.34M 0.05% +56 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 35,577 shares 35,577 $2.33M 0.05% 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: 3,689 shares; 2024Q4: 3,988 shares; 2025Q1: 6,832 shares; 2025Q2: 6,665 shares; 2025Q3: 4,253 shares; 2025Q4: 4,061 shares 4,061 $2.3M 0.05% -192 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,228 shares; 2024Q4: 19,431 shares; 2025Q1: 17,988 shares; 2025Q2: 13,869 shares; 2025Q3: 13,655 shares; 2025Q4: 17,425 shares 17,425 $2.29M 0.05% +3,770 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,033 shares; 2024Q4: 14,235 shares; 2025Q1: 15,372 shares; 2025Q2: 15,207 shares; 2025Q3: 18,412 shares; 2025Q4: 25,389 shares 25,389 $2.29M 0.05% +6,977 Timeline BKF ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 344 shares; 2024Q4: 1,331 shares; 2025Q1: 10,061 shares; 2025Q2: 33,346 shares; 2025Q3: 33,225 shares; 2025Q4: 51,381 shares 51,381 $2.25M 0.05% +18,156 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: 12,446 shares; 2024Q4: 12,580 shares; 2025Q1: 12,435 shares; 2025Q2: 12,307 shares; 2025Q3: 14,398 shares; 2025Q4: 16,296 shares 16,296 $2.25M 0.05% +1,898 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,400 shares; 2024Q4: 47,097 shares; 2025Q1: 47,678 shares; 2025Q2: 53,477 shares; 2025Q3: 61,579 shares; 2025Q4: 65,979 shares 65,979 $2.23M 0.05% +4,400 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,247 shares; 2024Q4: 1,183 shares; 2025Q1: 1,136 shares; 2025Q2: 26,190 shares; 2025Q3: 28,454 shares; 2025Q4: 51,286 shares 51,286 $2.19M 0.05% +22,832 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,739 shares; 2024Q4: 14,562 shares; 2025Q1: 15,033 shares; 2025Q2: 15,974 shares; 2025Q3: 12,013 shares; 2025Q4: 11,217 shares 11,217 $2.18M 0.05% -796 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: 20,755 shares; 2024Q4: 18,484 shares; 2025Q1: 15,781 shares; 2025Q2: 15,109 shares; 2025Q3: 12,619 shares; 2025Q4: 11,158 shares 11,158 $2.17M 0.05% -1,461 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: 135,004 shares; 2024Q4: 116,945 shares; 2025Q1: 136,319 shares; 2025Q2: 135,185 shares; 2025Q3: 377,846 shares; 2025Q4: 259,398 shares 259,398 $2.16M 0.05% -118,448 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: 10,528 shares; 2024Q4: 7,566 shares; 2025Q1: 5,738 shares; 2025Q2: 6,686 shares; 2025Q3: 6,815 shares; 2025Q4: 9,969 shares 9,969 $2.13M 0.05% +3,154 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: 44,586 shares; 2024Q4: 43,458 shares; 2025Q1: 41,117 shares; 2025Q2: 40,380 shares; 2025Q3: 36,059 shares; 2025Q4: 30,437 shares 30,437 $2.13M 0.05% -5,622 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,810 shares; 2024Q4: 25,807 shares; 2025Q1: 30,646 shares; 2025Q2: 27,990 shares; 2025Q3: 29,254 shares; 2025Q4: 26,059 shares 26,059 $2.12M 0.05% -3,195 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,748 shares; 2024Q4: 2,805 shares; 2025Q1: 2,901 shares; 2025Q2: 2,870 shares; 2025Q3: 2,415 shares; 2025Q4: 2,445 shares 2,445 $2.11M 0.04% +30 Timeline VCLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,042 shares; 2025Q3: 13,170 shares; 2025Q4: 27,555 shares 27,555 $2.09M 0.04% +14,385 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 305 shares; 2024Q4: 1,052 shares; 2025Q1: 790 shares; 2025Q2: 1,425 shares; 2025Q3: 1,365 shares; 2025Q4: 3,095 shares 3,095 $2.09M 0.04% +1,730 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,007 shares; 2024Q4: 7,310 shares; 2025Q1: 7,887 shares; 2025Q2: 8,437 shares; 2025Q3: 8,844 shares; 2025Q4: 5,314 shares 5,314 $2.07M 0.04% -3,530 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: 9,007 shares; 2024Q4: 8,621 shares; 2025Q1: 11,752 shares; 2025Q2: 13,646 shares; 2025Q3: 12,756 shares; 2025Q4: 14,967 shares 14,967 $1.99M 0.04% +2,211 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: 16,883 shares; 2024Q4: 29,384 shares; 2025Q1: 32,180 shares; 2025Q2: 24,679 shares; 2025Q3: 9,941 shares; 2025Q4: 7,501 shares 7,501 $1.99M 0.04% -2,440 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,973 shares; 2024Q4: 28,112 shares; 2025Q1: 25,537 shares; 2025Q2: 23,928 shares; 2025Q3: 22,826 shares; 2025Q4: 22,325 shares 22,325 $1.98M 0.04% -501 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,274 shares; 2024Q4: 21,692 shares; 2025Q1: 22,156 shares; 2025Q2: 21,010 shares; 2025Q3: 21,622 shares; 2025Q4: 21,048 shares 21,048 $1.97M 0.04% -574 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,593 shares; 2024Q4: 1,891 shares; 2025Q1: 1,764 shares; 2025Q2: 1,729 shares; 2025Q3: 2,010 shares; 2025Q4: 2,396 shares 2,396 $1.97M 0.04% +386 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,993 shares; 2024Q4: 32,943 shares; 2025Q1: 28,199 shares; 2025Q2: 22,109 shares; 2025Q3: 26,341 shares; 2025Q4: 24,134 shares 24,134 $1.96M 0.04% -2,207 Timeline ZWS ZURN ELKAY WATER SOLNS CORP More: the full row for ZURN ELKAY WATER SOLNS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,633 shares; 2024Q4: 60,528 shares; 2025Q1: 57,059 shares; 2025Q2: 54,431 shares; 2025Q3: 49,735 shares; 2025Q4: 42,084 shares 42,084 $1.96M 0.04% -7,651 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,734 shares; 2024Q4: 7,356 shares; 2025Q1: 8,987 shares; 2025Q2: 9,697 shares; 2025Q3: 18,114 shares; 2025Q4: 21,704 shares 21,704 $1.94M 0.04% +3,590 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,323 shares; 2024Q4: 61,625 shares; 2025Q1: 42,189 shares; 2025Q2: 59,287 shares; 2025Q3: 80,321 shares; 2025Q4: 80,769 shares 80,769 $1.94M 0.04% +448 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: 8,636 shares; 2024Q4: 8,186 shares; 2025Q1: 11,451 shares; 2025Q2: 10,727 shares; 2025Q3: 10,988 shares; 2025Q4: 6,070 shares 6,070 $1.93M 0.04% -4,918 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: 343 shares; 2024Q4: 348 shares; 2025Q1: 368 shares; 2025Q2: 393 shares; 2025Q3: 372 shares; 2025Q4: 359 shares 359 $1.92M 0.04% -13 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,759 shares; 2024Q4: 44,674 shares; 2025Q1: 43,391 shares; 2025Q2: 41,132 shares; 2025Q3: 37,052 shares; 2025Q4: 31,127 shares 31,127 $1.87M 0.04% -5,925 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,590 shares; 2024Q4: 6,247 shares; 2025Q1: not reported; 2025Q2: 6,533 shares; 2025Q3: 6,462 shares; 2025Q4: 6,414 shares 6,414 $1.86M 0.04% -48 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,070 shares; 2024Q4: 27,247 shares; 2025Q1: 30,082 shares; 2025Q2: 42,098 shares; 2025Q3: 49,660 shares; 2025Q4: 51,033 shares 51,033 $1.85M 0.04% +1,373 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,451 shares; 2024Q4: 10,794 shares; 2025Q1: 11,298 shares; 2025Q2: 11,289 shares; 2025Q3: 7,670 shares; 2025Q4: 8,104 shares 8,104 $1.85M 0.04% +434 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 625 shares; 2024Q4: 507 shares; 2025Q1: 491 shares; 2025Q2: 8,075 shares; 2025Q3: 8,664 shares; 2025Q4: 10,475 shares 10,475 $1.8M 0.04% +1,811 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,607 shares; 2024Q4: 16,808 shares; 2025Q1: 18,767 shares; 2025Q2: 20,129 shares; 2025Q3: 20,683 shares; 2025Q4: 19,607 shares 19,607 $1.8M 0.04% -1,076 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: 35,001 shares; 2024Q4: 39,173 shares; 2025Q1: 39,260 shares; 2025Q2: 40,803 shares; 2025Q3: 40,522 shares; 2025Q4: 38,338 shares 38,338 $1.79M 0.04% -2,184 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,736 shares; 2024Q4: 11,641 shares; 2025Q1: 11,247 shares; 2025Q2: 13,102 shares; 2025Q3: 11,649 shares; 2025Q4: 40,080 shares 40,080 $1.79M 0.04% +28,431 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,940 shares; 2024Q4: 5,157 shares; 2025Q1: 5,429 shares; 2025Q2: 5,902 shares; 2025Q3: 5,804 shares; 2025Q4: 4,925 shares 4,925 $1.73M 0.04% -879 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: 25,402 shares; 2024Q4: 24,671 shares; 2025Q1: 23,377 shares; 2025Q2: 26,509 shares; 2025Q3: 26,396 shares; 2025Q4: 26,012 shares 26,012 $1.73M 0.04% -384 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,229 shares; 2024Q4: 11,011 shares; 2025Q1: 10,690 shares; 2025Q2: 16,348 shares; 2025Q3: 16,868 shares; 2025Q4: 13,683 shares 13,683 $1.71M 0.04% -3,185 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,395 shares; 2024Q4: 3,769 shares; 2025Q1: 3,741 shares; 2025Q2: 3,695 shares; 2025Q3: 3,884 shares; 2025Q4: 5,064 shares 5,064 $1.7M 0.04% +1,180 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,407 shares; 2024Q4: 26,211 shares; 2025Q1: 24,664 shares; 2025Q2: 22,389 shares; 2025Q3: 14,088 shares; 2025Q4: 13,075 shares 13,075 $1.69M 0.04% -1,013 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,688 shares; 2024Q4: 3,670 shares; 2025Q1: 4,762 shares; 2025Q2: 4,672 shares; 2025Q3: 4,381 shares; 2025Q4: 3,436 shares 3,436 $1.67M 0.04% -945 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: 32,712 shares; 2024Q4: 28,198 shares; 2025Q1: 31,640 shares; 2025Q2: 27,393 shares; 2025Q3: 20,090 shares; 2025Q4: 19,500 shares 19,500 $1.64M 0.03% -590 Timeline ULS UL SOLUTIONS INC More: the full row for UL SOLUTIONS 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: 23,723 shares; 2025Q4: 20,713 shares 20,713 $1.63M 0.03% -3,010 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,946 shares; 2024Q4: 16,458 shares; 2025Q1: 13,847 shares; 2025Q2: 8,200 shares; 2025Q3: 7,675 shares; 2025Q4: 7,110 shares 7,110 $1.63M 0.03% -565 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: 5,411 shares; 2024Q4: 4,950 shares; 2025Q1: 343 shares; 2025Q2: 15,651 shares; 2025Q3: 25,427 shares; 2025Q4: 16,131 shares 16,131 $1.63M 0.03% -9,296 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: 6,989 shares; 2024Q4: 6,810 shares; 2025Q1: not reported; 2025Q2: 5,546 shares; 2025Q3: 5,416 shares; 2025Q4: 4,761 shares 4,761 $1.61M 0.03% -655 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,801 shares; 2024Q4: 3,704 shares; 2025Q1: 3,496 shares; 2025Q2: 4,174 shares; 2025Q3: 3,709 shares; 2025Q4: 3,140 shares 3,140 $1.6M 0.03% -569 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,862 shares; 2024Q4: 8,682 shares; 2025Q1: 7,122 shares; 2025Q2: 6,209 shares; 2025Q3: 6,098 shares; 2025Q4: 7,296 shares 7,296 $1.6M 0.03% +1,198 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,820 shares; 2024Q4: 16,593 shares; 2025Q1: 15,477 shares; 2025Q2: 17,922 shares; 2025Q3: 16,334 shares; 2025Q4: 15,370 shares 15,370 $1.59M 0.03% -964 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: 26,866 shares; 2024Q4: 26,401 shares; 2025Q1: 27,484 shares; 2025Q2: 21,736 shares; 2025Q3: 19,611 shares; 2025Q4: 18,202 shares 18,202 $1.59M 0.03% -1,409 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: 6,017 shares; 2024Q4: 3,002 shares; 2025Q1: 1,410 shares; 2025Q2: 2,510 shares; 2025Q3: 1,210 shares; 2025Q4: 1,477 shares 1,477 $1.58M 0.03% +267 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: 17,331 shares; 2024Q4: 16,240 shares; 2025Q1: 16,886 shares; 2025Q2: 17,278 shares; 2025Q3: 14,951 shares; 2025Q4: 14,374 shares 14,374 $1.58M 0.03% -577 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,734 shares; 2024Q4: 2,804 shares; 2025Q1: 3,022 shares; 2025Q2: 5,335 shares; 2025Q3: 7,183 shares; 2025Q4: 7,270 shares 7,270 $1.58M 0.03% +87 Timeline VONE VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,855 shares; 2024Q4: 5,691 shares; 2025Q1: 5,301 shares; 2025Q2: 5,392 shares; 2025Q3: 5,116 shares; 2025Q4: 5,099 shares 5,099 $1.58M 0.03% -17 Timeline BKLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,850 shares; 2024Q4: 53,872 shares; 2025Q1: 59,019 shares; 2025Q2: 61,960 shares; 2025Q3: 66,694 shares; 2025Q4: 74,735 shares 74,735 $1.57M 0.03% +8,041 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,718 shares; 2024Q4: 1,691 shares; 2025Q1: 1,691 shares; 2025Q2: 2,977 shares; 2025Q3: 2,324 shares; 2025Q4: 27,182 shares 27,182 $1.56M 0.03% +24,858 Timeline GWRE GUIDEWIRE SOFTWARE INC More: the full row for GUIDEWIRE SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,673 shares; 2025Q1: 7,705 shares; 2025Q2: 7,807 shares; 2025Q3: 7,879 shares; 2025Q4: 7,704 shares 7,704 $1.55M 0.03% -175 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: 294 shares; 2024Q4: 268 shares; 2025Q1: 305 shares; 2025Q2: 228 shares; 2025Q3: 10,945 shares; 2025Q4: 8,396 shares 8,396 $1.53M 0.03% -2,549 Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,268 shares; 2024Q4: 10,168 shares; 2025Q1: 9,490 shares; 2025Q2: 8,968 shares; 2025Q3: 7,932 shares; 2025Q4: 6,278 shares 6,278 $1.51M 0.03% -1,654 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: 82,008 shares; 2024Q4: 84,457 shares; 2025Q1: 81,015 shares; 2025Q2: 19,422 shares; 2025Q3: 27,104 shares; 2025Q4: 27,829 shares 27,829 $1.5M 0.03% +725 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: 12,049 shares; 2024Q4: 11,808 shares; 2025Q1: 10,985 shares; 2025Q2: 10,439 shares; 2025Q3: 9,266 shares; 2025Q4: 8,125 shares 8,125 $1.48M 0.03% -1,141 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,503 shares; 2024Q4: 11,139 shares; 2025Q1: not reported; 2025Q2: 5,334 shares; 2025Q3: 5,162 shares; 2025Q4: 5,152 shares 5,152 $1.48M 0.03% -10 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 410 shares; 2024Q4: 389 shares; 2025Q1: 351 shares; 2025Q2: 457 shares; 2025Q3: 691 shares; 2025Q4: 5,367 shares 5,367 $1.48M 0.03% +4,676 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: 4,745 shares; 2024Q4: 5,417 shares; 2025Q1: 5,439 shares; 2025Q2: 7,597 shares; 2025Q3: 7,831 shares; 2025Q4: 8,218 shares 8,218 $1.46M 0.03% +387 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,930 shares; 2024Q4: 11,278 shares; 2025Q1: 10,152 shares; 2025Q2: 9,318 shares; 2025Q3: 9,264 shares; 2025Q4: 10,326 shares 10,326 $1.46M 0.03% +1,062 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,399 shares; 2024Q4: 28,716 shares; 2025Q1: 16,155 shares; 2025Q2: 17,917 shares; 2025Q3: 12,404 shares; 2025Q4: 12,156 shares 12,156 $1.46M 0.03% -248 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,802 shares; 2024Q4: 5,264 shares; 2025Q1: 5,041 shares; 2025Q2: 5,635 shares; 2025Q3: 4,637 shares; 2025Q4: 4,658 shares 4,658 $1.45M 0.03% +21 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,471 shares; 2024Q4: 1,248 shares; 2025Q1: 4,079 shares; 2025Q2: 12,170 shares; 2025Q3: 15,055 shares; 2025Q4: 14,346 shares 14,346 $1.43M 0.03% -709 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,164 shares; 2024Q4: 9,797 shares; 2025Q1: 8,213 shares; 2025Q2: 8,015 shares; 2025Q3: 8,277 shares; 2025Q4: 7,938 shares 7,938 $1.43M 0.03% -339 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,898 shares; 2024Q4: 3,073 shares; 2025Q1: 5,258 shares; 2025Q2: 7,745 shares; 2025Q3: 11,255 shares; 2025Q4: 14,612 shares 14,612 $1.42M 0.03% +3,357 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,027 shares; 2024Q4: 39,045 shares; 2025Q1: 47,438 shares; 2025Q2: 47,453 shares; 2025Q3: 65,395 shares; 2025Q4: 74,075 shares 74,075 $1.42M 0.03% +8,680 Timeline TECK TECK RESOURCES LTD More: the full row for TECK RESOURCES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,385 shares; 2024Q4: 20,921 shares; 2025Q1: 17,796 shares; 2025Q2: 17,205 shares; 2025Q3: 28,216 shares; 2025Q4: 29,543 shares 29,543 $1.41M 0.03% +1,327 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 238 shares; 2024Q4: 1,003 shares; 2025Q1: 1,057 shares; 2025Q2: 1,003 shares; 2025Q3: 14,406 shares; 2025Q4: 14,825 shares 14,825 $1.4M 0.03% +419 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,994 shares; 2024Q4: 2,684 shares; 2025Q1: 4,035 shares; 2025Q2: 3,548 shares; 2025Q3: 3,053 shares; 2025Q4: 3,979 shares 3,979 $1.39M 0.03% +926 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 174 shares; 2024Q4: 325 shares; 2025Q1: 209 shares; 2025Q2: 170 shares; 2025Q3: 150 shares; 2025Q4: 6,601 shares 6,601 $1.38M 0.03% +6,451 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,158 shares; 2024Q4: 6,266 shares; 2025Q1: 6,751 shares; 2025Q2: 8,281 shares; 2025Q3: 8,942 shares; 2025Q4: 23,862 shares 23,862 $1.38M 0.03% +14,920 Timeline COO COOPER COS INC More: the full row for COOPER COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,576 shares; 2024Q4: 26,738 shares; 2025Q1: 25,875 shares; 2025Q2: 25,117 shares; 2025Q3: 22,574 shares; 2025Q4: 16,761 shares 16,761 $1.37M 0.03% -5,813 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 4,883 shares; 2025Q1: 7,663 shares; 2025Q2: 33,853 shares; 2025Q3: 33,625 shares; 2025Q4: 47,559 shares 47,559 $1.35M 0.03% +13,934 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,192 shares; 2024Q4: 8,158 shares; 2025Q1: 8,510 shares; 2025Q2: 14,646 shares; 2025Q3: 22,234 shares; 2025Q4: 23,018 shares 23,018 $1.35M 0.03% +784 Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40 shares; 2024Q4: 5 shares; 2025Q1: 6 shares; 2025Q2: 4 shares; 2025Q3: 117 shares; 2025Q4: 3,206 shares 3,206 $1.35M 0.03% +3,089 Timeline RS RELIANCE INC More: the full row for RELIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,819 shares; 2024Q4: 3,444 shares; 2025Q1: 3,728 shares; 2025Q2: 4,643 shares; 2025Q3: 4,897 shares; 2025Q4: 4,655 shares 4,655 $1.34M 0.03% -242 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: 1,183 shares; 2024Q4: 1,264 shares; 2025Q1: 1,611 shares; 2025Q2: 817 shares; 2025Q3: 2,895 shares; 2025Q4: 4,568 shares 4,568 $1.32M 0.03% +1,673 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: 5,125 shares; 2024Q4: 4,605 shares; 2025Q1: 4,732 shares; 2025Q2: 5,100 shares; 2025Q3: 5,425 shares; 2025Q4: 5,406 shares 5,406 $1.3M 0.03% -19 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: 8,596 shares; 2024Q4: 13,554 shares; 2025Q1: 21,712 shares; 2025Q2: 22,938 shares; 2025Q3: 24,634 shares; 2025Q4: 24,601 shares 24,601 $1.3M 0.03% -33 Timeline TTAN SERVICETITAN INC More: the full row for SERVICETITAN 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: 9,713 shares; 2025Q3: 8,730 shares; 2025Q4: 12,022 shares 12,022 $1.28M 0.03% +3,292 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,302 shares; 2024Q4: 4,821 shares; 2025Q1: 4,072 shares; 2025Q2: 3,689 shares; 2025Q3: 2,035 shares; 2025Q4: 8,333 shares 8,333 $1.28M 0.03% +6,298 Timeline TRMB TRIMBLE INC More: the full row for TRIMBLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 592 shares; 2024Q4: 5,485 shares; 2025Q1: 5,410 shares; 2025Q2: 5,688 shares; 2025Q3: 21,784 shares; 2025Q4: 16,206 shares 16,206 $1.27M 0.03% -5,578 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,458 shares; 2024Q4: 7,533 shares; 2025Q1: not reported; 2025Q2: 10,604 shares; 2025Q3: 11,485 shares; 2025Q4: 10,080 shares 10,080 $1.27M 0.03% -1,405 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,120 shares; 2024Q4: 5,519 shares; 2025Q1: 5,042 shares; 2025Q2: 4,700 shares; 2025Q3: 4,616 shares; 2025Q4: 4,767 shares 4,767 $1.25M 0.03% +151 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: 5,973 shares; 2024Q4: 5,940 shares; 2025Q1: 5,625 shares; 2025Q2: 7,823 shares; 2025Q3: 6,977 shares; 2025Q4: 4,845 shares 4,845 $1.25M 0.03% -2,132 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,121 shares; 2024Q4: 4,982 shares; 2025Q1: 4,842 shares; 2025Q2: 4,558 shares; 2025Q3: 4,024 shares; 2025Q4: 3,692 shares 3,692 $1.24M 0.03% -332 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,431 shares; 2024Q4: 1,624 shares; 2025Q1: 95 shares; 2025Q2: 63 shares; 2025Q3: 2,088 shares; 2025Q4: 2,209 shares 2,209 $1.22M 0.03% +121 Timeline SUSB 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: 53,311 shares; 2024Q4: 56,133 shares; 2025Q1: 48,540 shares; 2025Q2: 48,540 shares; 2025Q3: 47,924 shares; 2025Q4: 48,186 shares 48,186 $1.22M 0.03% +262 Timeline CCEP COCA-COLA EUROPACIFIC PARTNE More: the full row for COCA-COLA EUROPACIFIC PARTNE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,358 shares; 2024Q4: 13,159 shares; 2025Q1: 13,379 shares; 2025Q2: 13,615 shares; 2025Q3: 13,915 shares; 2025Q4: 13,338 shares 13,338 $1.21M 0.03% -577 Timeline BIPC BROOKFIELD INFRASTRUCTURE CO More: the full row for BROOKFIELD INFRASTRUCTURE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19,429 shares; 2025Q1: 24,350 shares; 2025Q2: 24,094 shares; 2025Q3: 26,475 shares; 2025Q4: 26,634 shares 26,634 $1.21M 0.03% +159 Timeline VNOM VIPER ENERGY INC More: the full row for VIPER ENERGY 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: 32,891 shares; 2025Q4: 31,257 shares 31,257 $1.21M 0.03% -1,634 Timeline BSY BENTLEY SYS INC More: the full row for BENTLEY SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,824 shares; 2024Q4: 57,809 shares; 2025Q1: 55,430 shares; 2025Q2: 53,756 shares; 2025Q3: 46,756 shares; 2025Q4: 31,527 shares 31,527 $1.2M 0.03% -15,229 Timeline KGC KINROSS GOLD CORP More: the full row for KINROSS GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,538 shares; 2024Q4: 45,617 shares; 2025Q1: 62,947 shares; 2025Q2: 60,929 shares; 2025Q3: 57,465 shares; 2025Q4: 42,675 shares 42,675 $1.2M 0.03% -14,790 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: 5,542 shares; 2025Q1: 6,285 shares; 2025Q2: 7,533 shares; 2025Q3: 7,496 shares; 2025Q4: 6,955 shares 6,955 $1.19M 0.03% -541 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,349 shares; 2024Q4: 25,618 shares; 2025Q1: 21,002 shares; 2025Q2: 18,483 shares; 2025Q3: 18,907 shares; 2025Q4: 21,741 shares 21,741 $1.19M 0.03% +2,834 Timeline BJ BJS WHSL CLUB HLDGS INC More: the full row for BJS WHSL CLUB HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,120 shares; 2024Q4: 18,901 shares; 2025Q1: 18,326 shares; 2025Q2: 17,721 shares; 2025Q3: 16,117 shares; 2025Q4: 13,100 shares 13,100 $1.18M 0.03% -3,017 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,657 shares; 2024Q4: 19,273 shares; 2025Q1: 22,360 shares; 2025Q2: 24,580 shares; 2025Q3: 24,474 shares; 2025Q4: 27,007 shares 27,007 $1.18M 0.03% +2,533 Timeline USHY 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: 158 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,581 shares; 2025Q4: 31,155 shares 31,155 $1.17M 0.02% +29,574 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,040 shares; 2024Q4: 5,718 shares; 2025Q1: 4,691 shares; 2025Q2: 3,530 shares; 2025Q3: 3,724 shares; 2025Q4: 3,574 shares 3,574 $1.15M 0.02% -150 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: 9,884 shares; 2024Q4: 6,971 shares; 2025Q1: 7,399 shares; 2025Q2: 7,376 shares; 2025Q3: 6,764 shares; 2025Q4: 6,731 shares 6,731 $1.15M 0.02% -33 Timeline SAIA SAIA INC More: the full row for SAIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,265 shares; 2024Q4: 4,514 shares; 2025Q1: 4,412 shares; 2025Q2: 5,304 shares; 2025Q3: 4,543 shares; 2025Q4: 3,415 shares 3,415 $1.12M 0.02% -1,128 Timeline LII LENNOX INTL INC More: the full row for LENNOX INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,897 shares; 2024Q4: 5,530 shares; 2025Q1: 5,674 shares; 2025Q2: 3,503 shares; 2025Q3: 2,998 shares; 2025Q4: 2,296 shares 2,296 $1.11M 0.02% -702 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,993 shares; 2024Q4: 13,593 shares; 2025Q1: 13,210 shares; 2025Q2: 12,057 shares; 2025Q3: 5,087 shares; 2025Q4: 4,979 shares 4,979 $1.11M 0.02% -108 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 7,498 shares; 2025Q1: 8,411 shares; 2025Q2: 15,097 shares; 2025Q3: 20,008 shares; 2025Q4: 22,996 shares 22,996 $1.11M 0.02% +2,988 Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,464 shares; 2024Q4: 41,103 shares; 2025Q1: 41,550 shares; 2025Q2: 47,316 shares; 2025Q3: 48,692 shares; 2025Q4: 44,289 shares 44,289 $1.11M 0.02% -4,403 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,030 shares; 2024Q4: 11,837 shares; 2025Q1: 12,868 shares; 2025Q2: 14,239 shares; 2025Q3: 15,112 shares; 2025Q4: 21,850 shares 21,850 $1.11M 0.02% +6,738 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2 shares; 2024Q4: 3 shares; 2025Q1: 3 shares; 2025Q2: 6,333 shares; 2025Q3: 8,667 shares; 2025Q4: 11,472 shares 11,472 $1.1M 0.02% +2,805 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,513 shares; 2024Q4: 2,382 shares; 2025Q1: 1,990 shares; 2025Q2: 1,965 shares; 2025Q3: 2,028 shares; 2025Q4: 4,838 shares 4,838 $1.1M 0.02% +2,810 Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 278 shares; 2024Q4: 238 shares; 2025Q1: 310 shares; 2025Q2: 2,732 shares; 2025Q3: 90 shares; 2025Q4: 8,026 shares 8,026 $1.09M 0.02% +7,936 Timeline SEE SEALED AIR CORP NEW More: the full row for SEALED AIR CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,706 shares; 2024Q4: 22,386 shares; 2025Q1: 23,905 shares; 2025Q2: 23,776 shares; 2025Q3: 25,173 shares; 2025Q4: 26,245 shares 26,245 $1.09M 0.02% +1,072 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,970 shares; 2024Q4: 31,843 shares; 2025Q1: 23,288 shares; 2025Q2: 26,356 shares; 2025Q3: 20,431 shares; 2025Q4: 12,723 shares 12,723 $1.08M 0.02% -7,708 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,521 shares; 2024Q4: 6,546 shares; 2025Q1: 9,078 shares; 2025Q2: 7,788 shares; 2025Q3: 8,480 shares; 2025Q4: 5,279 shares 5,279 $1.08M 0.02% -3,201 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,406 shares; 2024Q4: 4,760 shares; 2025Q1: 6,263 shares; 2025Q2: 7,999 shares; 2025Q3: 8,512 shares; 2025Q4: 10,239 shares 10,239 $1.05M 0.02% +1,727 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: 14,634 shares; 2024Q4: 14,168 shares; 2025Q1: 13,734 shares; 2025Q2: 13,064 shares; 2025Q3: 11,773 shares; 2025Q4: 10,340 shares 10,340 $1.05M 0.02% -1,433 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: 19,578 shares; 2024Q4: 19,212 shares; 2025Q1: 19,904 shares; 2025Q2: 15,642 shares; 2025Q3: 11,777 shares; 2025Q4: 12,243 shares 12,243 $1.05M 0.02% +466 Timeline FMDE FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,458 shares; 2025Q4: 28,346 shares 28,346 $1.03M 0.02% +19,888 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: 7,960 shares; 2024Q4: 15,462 shares; 2025Q1: 14,083 shares; 2025Q2: 12,185 shares; 2025Q3: 10,106 shares; 2025Q4: 13,985 shares 13,985 $1.03M 0.02% +3,879 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,043 shares; 2024Q4: 37,682 shares; 2025Q1: 18,749 shares; 2025Q2: 11,873 shares; 2025Q3: 11,603 shares; 2025Q4: 10,585 shares 10,585 $1.03M 0.02% -1,018 Timeline EAGG 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: 26,669 shares; 2024Q4: 27,792 shares; 2025Q1: 21,746 shares; 2025Q2: 21,543 shares; 2025Q3: 21,233 shares; 2025Q4: 21,419 shares 21,419 $1.02M 0.02% +186 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 576 shares; 2024Q4: 764 shares; 2025Q1: 832 shares; 2025Q2: 190 shares; 2025Q3: 3,101 shares; 2025Q4: 4,646 shares 4,646 $1.02M 0.02% +1,545 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,619 shares; 2024Q4: 6,344 shares; 2025Q1: 5,920 shares; 2025Q2: 7,056 shares; 2025Q3: 7,175 shares; 2025Q4: 5,014 shares 5,014 $1.02M 0.02% -2,161 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,750 shares; 2024Q4: 7,644 shares; 2025Q1: 6,907 shares; 2025Q2: 8,156 shares; 2025Q3: 5,379 shares; 2025Q4: 4,769 shares 4,769 $1.02M 0.02% -610 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: 42 shares; 2024Q4: 13,749 shares; 2025Q1: 12,967 shares; 2025Q2: 12,366 shares; 2025Q3: 11,368 shares; 2025Q4: 9,253 shares 9,253 $1.01M 0.02% -2,115 Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,237 shares; 2024Q4: 4,542 shares; 2025Q1: 5,190 shares; 2025Q2: 5,098 shares; 2025Q3: 4,315 shares; 2025Q4: 3,682 shares 3,682 $1.01M 0.02% -633 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,705 shares; 2024Q4: 43,794 shares; 2025Q1: 37,204 shares; 2025Q2: 42,581 shares; 2025Q3: 50,782 shares; 2025Q4: 45,203 shares 45,203 $1.01M 0.02% -5,579 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,329 shares; 2024Q4: 19,417 shares; 2025Q1: 10,350 shares; 2025Q2: 10,321 shares; 2025Q3: 11,123 shares; 2025Q4: 11,332 shares 11,332 $1.01M 0.02% +209 Timeline IJS 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: 10,322 shares; 2024Q4: 10,152 shares; 2025Q1: 10,357 shares; 2025Q2: 9,660 shares; 2025Q3: 9,003 shares; 2025Q4: 8,851 shares 8,851 $1.01M 0.02% -152 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: 39,407 shares; 2024Q4: 38,456 shares; 2025Q1: 41,484 shares; 2025Q2: 41,236 shares; 2025Q3: 36,788 shares; 2025Q4: 41,081 shares 41,081 $996K 0.02% +4,293 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: 2,687 shares; 2024Q4: 2,653 shares; 2025Q1: 2,747 shares; 2025Q2: 2,743 shares; 2025Q3: 2,898 shares; 2025Q4: 3,023 shares 3,023 $993K 0.02% +125 Timeline WCC WESCO INTL INC More: the full row for WESCO INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,695 shares; 2024Q4: 42 shares; 2025Q1: 1,974 shares; 2025Q2: 1,998 shares; 2025Q3: 3,870 shares; 2025Q4: 4,048 shares 4,048 $990K 0.02% +178 Timeline STPZ PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,270 shares; 2024Q4: 6,121 shares; 2025Q1: 11,612 shares; 2025Q2: 15,708 shares; 2025Q3: 17,426 shares; 2025Q4: 18,229 shares 18,229 $978K 0.02% +803 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,279 shares; 2024Q4: 8,619 shares; 2025Q1: 8,753 shares; 2025Q2: 6,689 shares; 2025Q3: 7,668 shares; 2025Q4: 5,250 shares 5,250 $974K 0.02% -2,418 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: 19,736 shares; 2024Q4: 19,280 shares; 2025Q1: 19,180 shares; 2025Q2: 18,884 shares; 2025Q3: 20,796 shares; 2025Q4: 11,267 shares 11,267 $972K 0.02% -9,529 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,156 shares; 2024Q4: 1,967 shares; 2025Q1: 1,831 shares; 2025Q2: 1,761 shares; 2025Q3: 1,523 shares; 2025Q4: 1,059 shares 1,059 $960K 0.02% -464 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: 15,609 shares; 2024Q4: 15,903 shares; 2025Q1: 15,356 shares; 2025Q2: 14,422 shares; 2025Q3: 3,705 shares; 2025Q4: 3,564 shares 3,564 $956K 0.02% -141 Timeline NVR NVR INC More: the full row for NVR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 128 shares; 2024Q4: 125 shares; 2025Q1: 136 shares; 2025Q2: 139 shares; 2025Q3: 133 shares; 2025Q4: 130 shares 130 $948K 0.02% -3 Timeline THO THOR INDS INC More: the full row for THOR INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,223 shares; 2024Q4: 13,832 shares; 2025Q1: 13,207 shares; 2025Q2: 12,500 shares; 2025Q3: 11,204 shares; 2025Q4: 9,224 shares 9,224 $947K 0.02% -1,980 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,808 shares; 2024Q4: 3,066 shares; 2025Q1: 2,796 shares; 2025Q2: 2,704 shares; 2025Q3: 2,788 shares; 2025Q4: 2,659 shares 2,659 $938K 0.02% -129 Timeline SCHZ 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: 27,752 shares; 2025Q1: 36,287 shares; 2025Q2: 36,544 shares; 2025Q3: 36,884 shares; 2025Q4: 39,993 shares 39,993 $935K 0.02% +3,109 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,673 shares; 2024Q4: 5,403 shares; 2025Q1: 6,035 shares; 2025Q2: 6,274 shares; 2025Q3: 6,182 shares; 2025Q4: 5,687 shares 5,687 $925K 0.02% -495 Timeline CCK CROWN HLDGS INC More: the full row for CROWN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,739 shares; 2024Q4: 2,864 shares; 2025Q1: 7,407 shares; 2025Q2: 7,289 shares; 2025Q3: 5,002 shares; 2025Q4: 8,880 shares 8,880 $914K 0.02% +3,878 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,407 shares; 2024Q4: 4,007 shares; 2025Q1: 4,464 shares; 2025Q2: 4,438 shares; 2025Q3: 2,722 shares; 2025Q4: 2,782 shares 2,782 $902K 0.02% +60 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,438 shares; 2024Q4: 2,170 shares; 2025Q1: 2,646 shares; 2025Q2: 3,525 shares; 2025Q3: 3,961 shares; 2025Q4: 4,111 shares 4,111 $892K 0.02% +150 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,386 shares; 2024Q4: 9,290 shares; 2025Q1: 2,713 shares; 2025Q2: 2,601 shares; 2025Q3: 2,965 shares; 2025Q4: 2,951 shares 2,951 $892K 0.02% -14 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: 7,280 shares; 2024Q4: 6,666 shares; 2025Q1: 6,365 shares; 2025Q2: 6,358 shares; 2025Q3: 5,850 shares; 2025Q4: 3,666 shares 3,666 $890K 0.02% -2,184 Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,198 shares; 2024Q4: 14,103 shares; 2025Q1: 11,087 shares; 2025Q2: 20,524 shares; 2025Q3: 23,099 shares; 2025Q4: 31,436 shares 31,436 $881K 0.02% +8,337 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 608 shares; 2024Q4: 3,233 shares; 2025Q1: 3,731 shares; 2025Q2: 5,269 shares; 2025Q3: 5,588 shares; 2025Q4: 8,427 shares 8,427 $877K 0.02% +2,839 Timeline ASX ASE TECHNOLOGY HLDG CO LTD More: the full row for ASE TECHNOLOGY HLDG CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,513 shares; 2024Q4: 29,447 shares; 2025Q1: 32,509 shares; 2025Q2: 40,957 shares; 2025Q3: 45,856 shares; 2025Q4: 54,286 shares 54,286 $874K 0.02% +8,430 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,260 shares; 2024Q4: 12,684 shares; 2025Q1: 11,452 shares; 2025Q2: 10,971 shares; 2025Q3: 10,482 shares; 2025Q4: 8,736 shares 8,736 $872K 0.02% -1,746 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,578 shares; 2024Q4: 6,274 shares; 2025Q1: 6,673 shares; 2025Q2: 7,348 shares; 2025Q3: 7,421 shares; 2025Q4: 6,577 shares 6,577 $871K 0.02% -844 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,807 shares; 2024Q4: 6,408 shares; 2025Q1: 6,791 shares; 2025Q2: 6,588 shares; 2025Q3: 6,067 shares; 2025Q4: 5,375 shares 5,375 $869K 0.02% -692 Timeline USFD US FOODS HLDG CORP More: the full row for US FOODS HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,282 shares; 2024Q4: 13,403 shares; 2025Q1: 14,507 shares; 2025Q2: 13,704 shares; 2025Q3: 12,575 shares; 2025Q4: 11,274 shares 11,274 $849K 0.02% -1,301 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 148 shares; 2024Q4: 4,717 shares; 2025Q1: 6,660 shares; 2025Q2: 9,458 shares; 2025Q3: 7,846 shares; 2025Q4: 6,207 shares 6,207 $844K 0.02% -1,639 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,131 shares; 2024Q4: not reported; 2025Q1: 6,730 shares; 2025Q2: 6,410 shares; 2025Q3: 6,461 shares; 2025Q4: 5,571 shares 5,571 $837K 0.02% -890 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,045 shares; 2024Q4: 2,149 shares; 2025Q1: 2,223 shares; 2025Q2: 3,756 shares; 2025Q3: 4,065 shares; 2025Q4: 4,545 shares 4,545 $837K 0.02% +480 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,687 shares; 2024Q4: 6,217 shares; 2025Q1: 6,225 shares; 2025Q2: 4,118 shares; 2025Q3: 1,791 shares; 2025Q4: 1,843 shares 1,843 $836K 0.02% +52 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,645 shares; 2024Q4: 4,531 shares; 2025Q1: 4,504 shares; 2025Q2: 4,217 shares; 2025Q3: 3,949 shares; 2025Q4: 6,033 shares 6,033 $831K 0.02% +2,084 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,074 shares; 2024Q4: 12,906 shares; 2025Q1: 13,608 shares; 2025Q2: 13,651 shares; 2025Q3: 14,554 shares; 2025Q4: 15,100 shares 15,100 $824K 0.02% +546 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,660 shares; 2024Q4: 1,790 shares; 2025Q1: 1,989 shares; 2025Q2: 2,003 shares; 2025Q3: 2,854 shares; 2025Q4: 2,885 shares 2,885 $823K 0.02% +31 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: 26,290 shares; 2024Q4: 26,476 shares; 2025Q1: 25,584 shares; 2025Q2: 24,964 shares; 2025Q3: 23,486 shares; 2025Q4: 22,336 shares 22,336 $810K 0.02% -1,150 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 24,516 shares; 2025Q1: 595 shares; 2025Q2: 9,340 shares; 2025Q3: 11,727 shares; 2025Q4: 20,838 shares 20,838 $799K 0.02% +9,111 Timeline OLED UNIVERSAL DISPLAY CORP More: the full row for UNIVERSAL DISPLAY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,387 shares; 2024Q4: 9,742 shares; 2025Q1: 14,638 shares; 2025Q2: 15,392 shares; 2025Q3: 13,800 shares; 2025Q4: 6,809 shares 6,809 $795K 0.02% -6,991 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,973 shares; 2024Q4: 3,956 shares; 2025Q1: 4,008 shares; 2025Q2: 3,877 shares; 2025Q3: 4,053 shares; 2025Q4: 3,215 shares 3,215 $794K 0.02% -838 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,855 shares; 2024Q4: 1,866 shares; 2025Q1: 2,508 shares; 2025Q2: 2,578 shares; 2025Q3: 2,762 shares; 2025Q4: 3,626 shares 3,626 $776K 0.02% +864 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,123 shares; 2024Q4: 8,503 shares; 2025Q1: 8,528 shares; 2025Q2: 8,162 shares; 2025Q3: 7,711 shares; 2025Q4: 5,600 shares 5,600 $760K 0.02% -2,111 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 380 shares; 2024Q4: 402 shares; 2025Q1: 3,741 shares; 2025Q2: 3,509 shares; 2025Q3: 3,471 shares; 2025Q4: 3,595 shares 3,595 $748K 0.02% +124 Timeline FTV FORTIVE CORP More: the full row for FORTIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,437 shares; 2024Q4: 17,139 shares; 2025Q1: 17,181 shares; 2025Q2: 18,021 shares; 2025Q3: 13,348 shares; 2025Q4: 13,452 shares 13,452 $743K 0.02% +104 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,809 shares; 2024Q4: 1,610 shares; 2025Q1: 1,524 shares; 2025Q2: 1,341 shares; 2025Q3: 1,352 shares; 2025Q4: 1,419 shares 1,419 $742K 0.02% +67 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: 3,276 shares; 2024Q4: 3,146 shares; 2025Q1: 2,114 shares; 2025Q2: 2,080 shares; 2025Q3: 2,026 shares; 2025Q4: 2,107 shares 2,107 $737K 0.02% +81 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 245 shares; 2024Q4: 446 shares; 2025Q1: 10,069 shares; 2025Q2: 15,480 shares; 2025Q3: 16,434 shares; 2025Q4: 12,473 shares 12,473 $737K 0.02% -3,961 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: 10,291 shares; 2024Q4: 9,998 shares; 2025Q1: 9,447 shares; 2025Q2: 9,032 shares; 2025Q3: 8,185 shares; 2025Q4: 5,805 shares 5,805 $723K 0.02% -2,380 Timeline DT DYNATRACE INC More: the full row for DYNATRACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,570 shares; 2024Q4: 22,453 shares; 2025Q1: 22,188 shares; 2025Q2: 20,698 shares; 2025Q3: 17,716 shares; 2025Q4: 16,608 shares 16,608 $720K 0.02% -1,108 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,856 shares; 2024Q4: 5,459 shares; 2025Q1: 5,571 shares; 2025Q2: 5,471 shares; 2025Q3: 5,280 shares; 2025Q4: 5,039 shares 5,039 $711K 0.02% -241 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,924 shares; 2024Q4: 6,588 shares; 2025Q1: 5,037 shares; 2025Q2: 4,880 shares; 2025Q3: 4,827 shares; 2025Q4: 4,742 shares 4,742 $707K 0.02% -85 Timeline CHE CHEMED CORP NEW More: the full row for CHEMED CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,876 shares; 2024Q4: 2,835 shares; 2025Q1: 2,771 shares; 2025Q2: 2,755 shares; 2025Q3: 2,215 shares; 2025Q4: 1,650 shares 1,650 $706K 0.02% -565 Timeline POOL POOL CORP More: the full row for POOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,250 shares; 2024Q4: 6,943 shares; 2025Q1: 6,820 shares; 2025Q2: 6,401 shares; 2025Q3: 5,775 shares; 2025Q4: 3,075 shares 3,075 $703K 0.01% -2,700 Timeline IVOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,879 shares; 2024Q4: 2,962 shares; 2025Q1: 3,777 shares; 2025Q2: 4,132 shares; 2025Q3: 5,628 shares; 2025Q4: 6,279 shares 6,279 $702K 0.01% +651 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 345 shares; 2024Q4: 346 shares; 2025Q1: 288 shares; 2025Q2: 284 shares; 2025Q3: 3,666 shares; 2025Q4: 3,845 shares 3,845 $697K 0.01% +179 Timeline YLDE LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT 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: 11,565 shares; 2025Q4: 12,406 shares 12,406 $672K 0.01% +841 Timeline RCI ROGERS COMMUNICATIONS INC More: the full row for ROGERS COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,805 shares; 2024Q4: 1,413 shares; 2025Q1: 5,131 shares; 2025Q2: 5,461 shares; 2025Q3: 5,523 shares; 2025Q4: 17,759 shares 17,759 $670K 0.01% +12,236 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 814 shares; 2024Q4: 850 shares; 2025Q1: 813 shares; 2025Q2: 767 shares; 2025Q3: 1,040 shares; 2025Q4: 1,069 shares 1,069 $666K 0.01% +29 Timeline PHO 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: 1,198 shares; 2024Q4: 1,500 shares; 2025Q1: 8,239 shares; 2025Q2: 8,424 shares; 2025Q3: 9,536 shares; 2025Q4: 9,449 shares 9,449 $665K 0.01% -87 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,558 shares; 2024Q4: 3,014 shares; 2025Q1: 2,911 shares; 2025Q2: 2,580 shares; 2025Q3: 6,720 shares; 2025Q4: 13,063 shares 13,063 $665K 0.01% +6,343 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,989 shares; 2024Q4: 4,689 shares; 2025Q1: 3,903 shares; 2025Q2: 4,260 shares; 2025Q3: 4,145 shares; 2025Q4: 3,747 shares 3,747 $665K 0.01% -398 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,982 shares; 2024Q4: 7,247 shares; 2025Q1: 8,509 shares; 2025Q2: 6,556 shares; 2025Q3: 6,515 shares; 2025Q4: 6,513 shares 6,513 $662K 0.01% -2 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,336 shares; 2024Q4: 2,485 shares; 2025Q1: 3,065 shares; 2025Q2: 8,125 shares; 2025Q3: 8,216 shares; 2025Q4: 6,201 shares 6,201 $658K 0.01% -2,015 Timeline IOT SAMSARA INC More: the full row for SAMSARA 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: 107 shares; 2025Q2: not reported; 2025Q3: 8,670 shares; 2025Q4: 18,470 shares 18,470 $655K 0.01% +9,800 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,031 shares; 2024Q4: 951 shares; 2025Q1: 476 shares; 2025Q2: 136 shares; 2025Q3: 2,938 shares; 2025Q4: 2,902 shares 2,902 $654K 0.01% -36 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: 312 shares; 2024Q4: 323 shares; 2025Q1: 2,479 shares; 2025Q2: 3,569 shares; 2025Q3: 4,057 shares; 2025Q4: 3,700 shares 3,700 $642K 0.01% -357 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: 5,705 shares; 2024Q4: 5,786 shares; 2025Q1: 6,574 shares; 2025Q2: 6,569 shares; 2025Q3: 6,625 shares; 2025Q4: 6,109 shares 6,109 $641K 0.01% -516 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: 865 shares; 2024Q4: 12,670 shares; 2025Q1: 16,525 shares; 2025Q2: 2,733 shares; 2025Q3: 2,577 shares; 2025Q4: 4,349 shares 4,349 $630K 0.01% +1,772 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: 31,510 shares; 2024Q4: 31,832 shares; 2025Q1: 31,743 shares; 2025Q2: 18,312 shares; 2025Q3: 18,716 shares; 2025Q4: 16,369 shares 16,369 $628K 0.01% -2,347 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,387 shares; 2024Q4: 3,721 shares; 2025Q1: 3,268 shares; 2025Q2: 4,262 shares; 2025Q3: 4,318 shares; 2025Q4: 4,071 shares 4,071 $628K 0.01% -247 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,826 shares; 2024Q4: 7,394 shares; 2025Q1: 7,614 shares; 2025Q2: 4,891 shares; 2025Q3: 5,602 shares; 2025Q4: 7,179 shares 7,179 $627K 0.01% +1,577 Timeline REXR REXFORD INDL RLTY INC More: the full row for REXFORD INDL RLTY 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: 10,663 shares; 2025Q3: 15,248 shares; 2025Q4: 16,148 shares 16,148 $625K 0.01% +900 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,462 shares; 2024Q4: 6,423 shares; 2025Q1: 6,877 shares; 2025Q2: 7,846 shares; 2025Q3: 7,139 shares; 2025Q4: 7,169 shares 7,169 $624K 0.01% +30 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: 8,553 shares; 2024Q4: 4,765 shares; 2025Q1: 4,761 shares; 2025Q2: 7,224 shares; 2025Q3: 7,048 shares; 2025Q4: 3,547 shares 3,547 $623K 0.01% -3,501 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: 2,316 shares; 2024Q4: 2,255 shares; 2025Q1: 3,516 shares; 2025Q2: 4,796 shares; 2025Q3: 5,250 shares; 2025Q4: 5,361 shares 5,361 $622K 0.01% +111 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 621 shares; 2024Q4: 697 shares; 2025Q1: 630 shares; 2025Q2: 6,561 shares; 2025Q3: 7,038 shares; 2025Q4: 7,375 shares 7,375 $617K 0.01% +337 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: 7,515 shares; 2024Q4: 15,808 shares; 2025Q1: not reported; 2025Q2: 9,199 shares; 2025Q3: 9,361 shares; 2025Q4: 8,868 shares 8,868 $615K 0.01% -493 Timeline HLNE HAMILTON LANE INC More: the full row for HAMILTON LANE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22 shares; 2024Q4: 23 shares; 2025Q1: 37 shares; 2025Q2: 7,280 shares; 2025Q3: 6,580 shares; 2025Q4: 4,534 shares 4,534 $609K 0.01% -2,046 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,362 shares; 2024Q4: 7,266 shares; 2025Q1: 6,277 shares; 2025Q2: 5,699 shares; 2025Q3: 6,084 shares; 2025Q4: 5,410 shares 5,410 $605K 0.01% -674 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,124 shares; 2024Q4: 3,851 shares; 2025Q1: 3,779 shares; 2025Q2: 4,188 shares; 2025Q3: 4,174 shares; 2025Q4: 2,954 shares 2,954 $600K 0.01% -1,220 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: 3,360 shares; 2024Q4: 74 shares; 2025Q1: 40 shares; 2025Q2: 42 shares; 2025Q3: 870 shares; 2025Q4: 1,764 shares 1,764 $600K 0.01% +894 Timeline MMIT NYLIM ACTIVE ETF TR More: the full row for NYLIM ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,459 shares 24,459 $595K 0.01% new Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,587 shares; 2024Q4: 1,541 shares; 2025Q1: 1,931 shares; 2025Q2: 2,924 shares; 2025Q3: 3,174 shares; 2025Q4: 3,189 shares 3,189 $592K 0.01% +15 Timeline STAG STAG INDUSTRIAL INC More: the full row for STAG INDUSTRIAL 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: 10,137 shares; 2025Q3: 10,837 shares; 2025Q4: 16,047 shares 16,047 $590K 0.01% +5,210 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,835 shares; 2024Q4: 28,319 shares; 2025Q1: 21,126 shares; 2025Q2: 20,215 shares; 2025Q3: 17,373 shares; 2025Q4: 9,750 shares 9,750 $589K 0.01% -7,623 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,249 shares; 2024Q4: 2,203 shares; 2025Q1: 1,999 shares; 2025Q2: 1,518 shares; 2025Q3: 1,304 shares; 2025Q4: 1,532 shares 1,532 $587K 0.01% +228 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 329 shares; 2024Q4: 272 shares; 2025Q1: 2,456 shares; 2025Q2: 4,155 shares; 2025Q3: 4,148 shares; 2025Q4: 3,645 shares 3,645 $586K 0.01% -503 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,143 shares; 2024Q4: 1,525 shares; 2025Q1: 1,938 shares; 2025Q2: 1,924 shares; 2025Q3: 1,743 shares; 2025Q4: 1,492 shares 1,492 $580K 0.01% -251 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: 4,275 shares; 2024Q4: 4,393 shares; 2025Q1: 4,926 shares; 2025Q2: 4,926 shares; 2025Q3: 5,178 shares; 2025Q4: 7,233 shares 7,233 $579K 0.01% +2,055 Timeline MSM MSC INDL DIRECT INC More: the full row for MSC INDL DIRECT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,675 shares; 2024Q4: 24,667 shares; 2025Q1: 27,402 shares; 2025Q2: 30,481 shares; 2025Q3: 6,920 shares; 2025Q4: 6,802 shares 6,802 $572K 0.01% -118 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 640 shares; 2024Q4: 641 shares; 2025Q1: 733 shares; 2025Q2: 2,362 shares; 2025Q3: 2,436 shares; 2025Q4: 2,047 shares 2,047 $571K 0.01% -389 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: 355 shares; 2024Q4: 287 shares; 2025Q1: 245 shares; 2025Q2: 294 shares; 2025Q3: 19,726 shares; 2025Q4: 20,471 shares 20,471 $571K 0.01% +745 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,811 shares; 2024Q4: 12,110 shares; 2025Q1: 11,159 shares; 2025Q2: 13,337 shares; 2025Q3: 14,200 shares; 2025Q4: 15,246 shares 15,246 $563K 0.01% +1,046 Timeline CART MAPLEBEAR INC More: the full row for MAPLEBEAR 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: 4 shares; 2025Q2: not reported; 2025Q3: 14,322 shares; 2025Q4: 12,451 shares 12,451 $560K 0.01% -1,871 Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,976 shares; 2024Q4: 19,475 shares; 2025Q1: 19,142 shares; 2025Q2: 17,229 shares; 2025Q3: 16,578 shares; 2025Q4: 14,566 shares 14,566 $558K 0.01% -2,012 Timeline CHH CHOICE HOTELS INTL INC More: the full row for CHOICE HOTELS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,889 shares; 2024Q4: 13,845 shares; 2025Q1: 13,205 shares; 2025Q2: 12,505 shares; 2025Q3: 11,147 shares; 2025Q4: 5,862 shares 5,862 $558K 0.01% -5,285 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78 shares; 2024Q4: 79 shares; 2025Q1: 77 shares; 2025Q2: 824 shares; 2025Q3: 1,043 shares; 2025Q4: 1,246 shares 1,246 $553K 0.01% +203 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,492 shares; 2024Q4: 2,648 shares; 2025Q1: 4,776 shares; 2025Q2: 4,868 shares; 2025Q3: 4,440 shares; 2025Q4: 4,390 shares 4,390 $553K 0.01% -50 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,435 shares; 2024Q4: 1,595 shares; 2025Q1: 1,895 shares; 2025Q2: 2,887 shares; 2025Q3: 2,861 shares; 2025Q4: 2,980 shares 2,980 $552K 0.01% +119 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,824 shares; 2024Q4: 20,186 shares; 2025Q1: 18,255 shares; 2025Q2: 16,341 shares; 2025Q3: 16,779 shares; 2025Q4: 14,072 shares 14,072 $551K 0.01% -2,707 Timeline LW LAMB WESTON HLDGS INC More: the full row for LAMB WESTON HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,178 shares; 2024Q4: 1,107 shares; 2025Q1: 9,590 shares; 2025Q2: 11,930 shares; 2025Q3: 12,723 shares; 2025Q4: 13,150 shares 13,150 $551K 0.01% +427 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,756 shares; 2024Q4: 9,994 shares; 2025Q1: 12,944 shares; 2025Q2: 14,687 shares; 2025Q3: 11,632 shares; 2025Q4: 12,466 shares 12,466 $546K 0.01% +834 Timeline ITM VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,870 shares; 2024Q4: 64,725 shares; 2025Q1: 5,141 shares; 2025Q2: 5,993 shares; 2025Q3: 5,993 shares; 2025Q4: 11,529 shares 11,529 $544K 0.01% +5,536 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,641 shares; 2024Q4: 8,891 shares; 2025Q1: 18,335 shares; 2025Q2: 11,484 shares; 2025Q3: 10,649 shares; 2025Q4: 9,288 shares 9,288 $542K 0.01% -1,361 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 151 shares; 2024Q4: 23,738 shares; 2025Q1: 25,226 shares; 2025Q2: 18,182 shares; 2025Q3: 17,273 shares; 2025Q4: 18,017 shares 18,017 $542K 0.01% +744 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 686 shares; 2024Q4: 687 shares; 2025Q1: 210 shares; 2025Q2: 419 shares; 2025Q3: 8,558 shares; 2025Q4: 9,017 shares 9,017 $541K 0.01% +459 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,273 shares; 2024Q4: 7,079 shares; 2025Q1: 7,503 shares; 2025Q2: 2,564 shares; 2025Q3: 2,690 shares; 2025Q4: 2,986 shares 2,986 $541K 0.01% +296 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: 989 shares; 2024Q4: 922 shares; 2025Q1: 734 shares; 2025Q2: 7,362 shares; 2025Q3: 7,144 shares; 2025Q4: 6,979 shares 6,979 $540K 0.01% -165 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: 428 shares; 2024Q4: 600 shares; 2025Q1: 618 shares; 2025Q2: 1,920 shares; 2025Q3: 695 shares; 2025Q4: 3,441 shares 3,441 $540K 0.01% +2,746 Timeline IFF INTERNATIONAL FLAVORS&FRAGRA More: the full row for INTERNATIONAL FLAVORS&FRAGRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,609 shares; 2024Q4: 4,551 shares; 2025Q1: 6,766 shares; 2025Q2: 7,284 shares; 2025Q3: 1,092 shares; 2025Q4: 8,002 shares 8,002 $539K 0.01% +6,910 Timeline QXO QXO INC More: the full row for QXO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 23,707 shares; 2025Q3: 23,202 shares; 2025Q4: 27,748 shares 27,748 $535K 0.01% +4,546 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,812 shares; 2024Q4: 13,169 shares; 2025Q1: 31,957 shares; 2025Q2: 33,364 shares; 2025Q3: 7,399 shares; 2025Q4: 5,368 shares 5,368 $532K 0.01% -2,031 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,255 shares; 2024Q4: 35,318 shares; 2025Q1: 47,860 shares; 2025Q2: 50,813 shares; 2025Q3: 33,020 shares; 2025Q4: 32,477 shares 32,477 $522K 0.01% -543 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: 854 shares; 2024Q4: 843 shares; 2025Q1: 1,346 shares; 2025Q2: 1,675 shares; 2025Q3: 2,730 shares; 2025Q4: 2,885 shares 2,885 $520K 0.01% +155 Timeline PRIM PRIMORIS SVCS CORP More: the full row for PRIMORIS SVCS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,180 shares; 2024Q4: 1,262 shares; 2025Q1: 2,959 shares; 2025Q2: 4,159 shares; 2025Q3: 4,082 shares; 2025Q4: 4,183 shares 4,183 $519K 0.01% +101 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 741 shares; 2024Q4: 746 shares; 2025Q1: 606 shares; 2025Q2: 711 shares; 2025Q3: 7,326 shares; 2025Q4: 7,151 shares 7,151 $518K 0.01% -175 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,350 shares; 2024Q4: 20,814 shares; 2025Q1: 23,902 shares; 2025Q2: 16,674 shares; 2025Q3: 19,394 shares; 2025Q4: 18,838 shares 18,838 $518K 0.01% -556 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 129,127 shares; 2024Q4: 279,728 shares; 2025Q1: 314,380 shares; 2025Q2: 271,202 shares; 2025Q3: 51,993 shares; 2025Q4: 29,759 shares 29,759 $513K 0.01% -22,234 Timeline CRBN 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: 1,863 shares; 2024Q4: 2,554 shares; 2025Q1: 2,368 shares; 2025Q2: 2,405 shares; 2025Q3: 2,298 shares; 2025Q4: 2,217 shares 2,217 $511K 0.01% -81 Timeline JLL JONES LANG LASALLE INC More: the full row for JONES LANG LASALLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,885 shares; 2024Q4: 3,284 shares; 2025Q1: 3,054 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,513 shares 1,513 $509K 0.01% new Timeline ALSN ALLISON TRANSMISSION HLDGS I More: the full row for ALLISON TRANSMISSION HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,380 shares; 2024Q4: 3,537 shares; 2025Q1: 4,331 shares; 2025Q2: 4,796 shares; 2025Q3: 4,349 shares; 2025Q4: 5,180 shares 5,180 $507K 0.01% +831 Timeline JAZZ JAZZ PHARMACEUTICALS PLC More: the full row for JAZZ PHARMACEUTICALS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 587 shares; 2024Q4: not reported; 2025Q1: 2,346 shares; 2025Q2: 2,832 shares; 2025Q3: 2,260 shares; 2025Q4: 2,971 shares 2,971 $505K 0.01% +711 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,174 shares; 2024Q4: 1,791 shares; 2025Q1: not reported; 2025Q2: 1,213 shares; 2025Q3: 1,183 shares; 2025Q4: 1,196 shares 1,196 $505K 0.01% +13 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: 15,773 shares; 2024Q4: 15,101 shares; 2025Q1: 14,236 shares; 2025Q2: 13,364 shares; 2025Q3: 12,242 shares; 2025Q4: 7,248 shares 7,248 $503K 0.01% -4,994 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,549 shares; 2024Q4: 4,060 shares; 2025Q1: 4,033 shares; 2025Q2: 3,882 shares; 2025Q3: 5,323 shares; 2025Q4: 5,292 shares 5,292 $503K 0.01% -31 Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,965 shares; 2024Q4: 2,745 shares; 2025Q1: 8,747 shares; 2025Q2: 1,016 shares; 2025Q3: 668 shares; 2025Q4: 4,268 shares 4,268 $490K 0.01% +3,600 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,087 shares; 2024Q4: 980 shares; 2025Q1: 1,236 shares; 2025Q2: 950 shares; 2025Q3: 605 shares; 2025Q4: 517 shares 517 $483K 0.01% -88 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: 2,084 shares; 2024Q4: 2,438 shares; 2025Q1: 2,281 shares; 2025Q2: 2,207 shares; 2025Q3: 2,178 shares; 2025Q4: 1,598 shares 1,598 $481K 0.01% -580 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,490 shares; 2024Q4: 16,308 shares; 2025Q1: 18,688 shares; 2025Q2: 17,746 shares; 2025Q3: 13,642 shares; 2025Q4: 5,779 shares 5,779 $480K 0.01% -7,863 Timeline IUSB 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: 11,490 shares; 2024Q4: 11,841 shares; 2025Q1: 11,878 shares; 2025Q2: 11,776 shares; 2025Q3: 10,368 shares; 2025Q4: 10,151 shares 10,151 $472K 0.01% -217 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: 19,307 shares; 2024Q4: 17,945 shares; 2025Q1: 13,626 shares; 2025Q2: 13,523 shares; 2025Q3: 21,654 shares; 2025Q4: 20,189 shares 20,189 $471K 0.01% -1,465 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,902 shares; 2024Q4: 7,582 shares; 2025Q1: 7,921 shares; 2025Q2: 4,632 shares; 2025Q3: 5,333 shares; 2025Q4: 2,101 shares 2,101 $469K 0.01% -3,232 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,780 shares; 2024Q4: 2,780 shares; 2025Q1: 2,914 shares; 2025Q2: 2,609 shares; 2025Q3: 2,367 shares; 2025Q4: 2,084 shares 2,084 $465K 0.01% -283 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 293 shares; 2024Q4: 267 shares; 2025Q1: 255 shares; 2025Q2: 262 shares; 2025Q3: 225 shares; 2025Q4: 137 shares 137 $465K 0.01% -88 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,181 shares; 2024Q4: 4,297 shares; 2025Q1: 4,472 shares; 2025Q2: 8,513 shares; 2025Q3: 2,454 shares; 2025Q4: 1,679 shares 1,679 $462K 0.01% -775 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: 3,288 shares; 2024Q4: 2,924 shares; 2025Q1: 2,726 shares; 2025Q2: 4,083 shares; 2025Q3: 3,421 shares; 2025Q4: 2,975 shares 2,975 $462K 0.01% -446 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,177 shares; 2024Q4: 1,226 shares; 2025Q1: 1,149 shares; 2025Q2: 1,630 shares; 2025Q3: 1,712 shares; 2025Q4: 2,015 shares 2,015 $456K 0.01% +303 Timeline CMC COMMERCIAL METALS CO More: the full row for COMMERCIAL METALS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,908 shares; 2024Q4: 5,312 shares; 2025Q1: 7,137 shares; 2025Q2: 7,416 shares; 2025Q3: 7,086 shares; 2025Q4: 6,584 shares 6,584 $456K 0.01% -502 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,909 shares; 2024Q4: 4,169 shares; 2025Q1: 4,656 shares; 2025Q2: 3,869 shares; 2025Q3: 1,048 shares; 2025Q4: 2,114 shares 2,114 $454K 0.01% +1,066 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: 2,334 shares; 2024Q4: 2,348 shares; 2025Q1: 3,051 shares; 2025Q2: 4,283 shares; 2025Q3: 3,304 shares; 2025Q4: 4,542 shares 4,542 $451K 0.01% +1,238 Timeline