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: 872,654 shares; 2024Q4: 934,338 shares; 2025Q1: 908,021 shares; 2025Q2: 120,540 shares; 2025Q3: 104,571 shares; 2025Q4: 93,961 shares 93,961 $25.5M 5.73% -10,610 Timeline LCLG ADVISORS SER TR More: the full row for ADVISORS SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 204,089 shares; 2025Q1: 311,520 shares; 2025Q2: 317,729 shares; 2025Q3: 334,621 shares; 2025Q4: 324,877 shares 324,877 $20.4M 4.58% -9,744 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: 1,312,942 shares; 2024Q4: 1,413,673 shares; 2025Q1: 1,658,031 shares; 2025Q2: 128,860 shares; 2025Q3: 98,920 shares; 2025Q4: 96,768 shares 96,768 $18M 4.05% -2,152 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: 14,955 shares; 2024Q4: 32,730 shares; 2025Q1: 29,927 shares; 2025Q2: 13,431 shares; 2025Q3: 18,568 shares; 2025Q4: 37,430 shares 37,430 $17.7M 3.97% +18,862 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: 1,002,313 shares; 2024Q4: 917,126 shares; 2025Q1: 972,012 shares; 2025Q2: 107,260 shares; 2025Q3: 73,519 shares; 2025Q4: 66,099 shares 66,099 $15.3M 3.42% -7,420 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: 460,052 shares; 2024Q4: 477,316 shares; 2025Q1: 489,965 shares; 2025Q2: 71,454 shares; 2025Q3: 44,123 shares; 2025Q4: 30,365 shares 30,365 $14.7M 3.29% -13,758 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: 145,517 shares; 2024Q4: 208,553 shares; 2025Q1: 296,504 shares; 2025Q2: 50,754 shares; 2025Q3: 42,615 shares; 2025Q4: 41,773 shares 41,773 $14.5M 3.24% -842 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: 475,232 shares; 2024Q4: 512,904 shares; 2025Q1: 510,512 shares; 2025Q2: 55,211 shares; 2025Q3: 38,316 shares; 2025Q4: 35,765 shares 35,765 $11.2M 2.51% -2,551 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: 123,812 shares; 2024Q4: 132,329 shares; 2025Q1: 215,308 shares; 2025Q2: 56,977 shares; 2025Q3: 47,176 shares; 2025Q4: 44,289 shares 44,289 $9.17M 2.05% -2,887 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: 124,884 shares; 2024Q4: 148,597 shares; 2025Q1: 162,812 shares; 2025Q2: 35,973 shares; 2025Q3: 26,700 shares; 2025Q4: 12,890 shares 12,890 $8.51M 1.91% -13,810 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: 543,890 shares; 2024Q4: 555,507 shares; 2025Q1: 554,976 shares; 2025Q2: 139,580 shares; 2025Q3: 114,930 shares; 2025Q4: 99,219 shares 99,219 $7.64M 1.71% -15,711 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: 122,722 shares; 2024Q4: 129,846 shares; 2025Q1: 129,772 shares; 2025Q2: 27,169 shares; 2025Q3: 20,591 shares; 2025Q4: 12,242 shares 12,242 $6.99M 1.57% -8,349 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: 140,683 shares; 2024Q4: 158,060 shares; 2025Q1: 185,049 shares; 2025Q2: 43,923 shares; 2025Q3: 36,383 shares; 2025Q4: 30,545 shares 30,545 $6.98M 1.56% -5,838 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: 110,615 shares; 2024Q4: 159,626 shares; 2025Q1: 219,210 shares; 2025Q2: 90,224 shares; 2025Q3: 93,228 shares; 2025Q4: 94,034 shares 94,034 $6.91M 1.55% +806 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: 245,998 shares; 2024Q4: 272,527 shares; 2025Q1: 304,156 shares; 2025Q2: 95,607 shares; 2025Q3: 55,486 shares; 2025Q4: 43,100 shares 43,100 $6.57M 1.47% -12,386 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: 167,232 shares; 2024Q4: 183,175 shares; 2025Q1: 197,915 shares; 2025Q2: 31,432 shares; 2025Q3: 24,585 shares; 2025Q4: 20,159 shares 20,159 $6.5M 1.46% -4,426 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: 443,044 shares; 2024Q4: 460,136 shares; 2025Q1: 446,120 shares; 2025Q2: 93,285 shares; 2025Q3: 82,083 shares; 2025Q4: 62,358 shares 62,358 $5.81M 1.3% -19,725 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: 28,530 shares; 2024Q4: 56,235 shares; 2025Q1: 74,353 shares; 2025Q2: 9,021 shares; 2025Q3: 5,941 shares; 2025Q4: 5,291 shares 5,291 $5.69M 1.27% -650 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: 488,141 shares; 2024Q4: 482,998 shares; 2025Q1: 455,784 shares; 2025Q2: 44,766 shares; 2025Q3: 24,903 shares; 2025Q4: 17,912 shares 17,912 $5.62M 1.26% -6,991 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: 266,886 shares; 2024Q4: 284,680 shares; 2025Q1: 342,088 shares; 2025Q2: 68,451 shares; 2025Q3: 44,716 shares; 2025Q4: 34,947 shares 34,947 $5.61M 1.26% -9,769 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: 671,122 shares; 2024Q4: 676,740 shares; 2025Q1: 907,796 shares; 2025Q2: 167,326 shares; 2025Q3: 144,117 shares; 2025Q4: 133,127 shares 133,127 $5.42M 1.22% -10,990 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: 72,188 shares; 2024Q4: 75,498 shares; 2025Q1: 61,702 shares; 2025Q2: 9,063 shares; 2025Q3: 6,482 shares; 2025Q4: 57,818 shares 57,818 $5.42M 1.22% +51,336 Timeline SPYG 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: 2,783,907 shares; 2024Q4: 3,975,868 shares; 2025Q1: 4,209,404 shares; 2025Q2: 285,224 shares; 2025Q3: 188,545 shares; 2025Q4: 50,775 shares 50,775 $5.42M 1.21% -137,770 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: 88,260 shares; 2024Q4: 93,540 shares; 2025Q1: 104,092 shares; 2025Q2: 20,554 shares; 2025Q3: 40,383 shares; 2025Q4: 37,198 shares 37,198 $5.34M 1.2% -3,185 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: 173,301 shares; 2024Q4: 234,217 shares; 2025Q1: 254,509 shares; 2025Q2: 96,474 shares; 2025Q3: 97,568 shares; 2025Q4: 97,259 shares 97,259 $5.19M 1.16% -309 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: 7,942 shares; 2024Q4: 18,572 shares; 2025Q1: 22,221 shares; 2025Q2: 12,492 shares; 2025Q3: 8,131 shares; 2025Q4: 7,158 shares 7,158 $4.82M 1.08% -973 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: 82,333 shares; 2024Q4: 87,711 shares; 2025Q1: 128,605 shares; 2025Q2: 21,840 shares; 2025Q3: 17,980 shares; 2025Q4: 6,642 shares 6,642 $4.53M 1.02% -11,338 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: 4,872 shares; 2024Q4: 11,689 shares; 2025Q1: 14,375 shares; 2025Q2: 9,458 shares; 2025Q3: 9,458 shares; 2025Q4: 21,059 shares 21,059 $4.43M 0.99% +11,601 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: 137,314 shares; 2024Q4: 150,559 shares; 2025Q1: 181,349 shares; 2025Q2: 20,598 shares; 2025Q3: 8,577 shares; 2025Q4: 9,531 shares 9,531 $4.29M 0.96% +954 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: 546,710 shares; 2024Q4: 761,239 shares; 2025Q1: 692,200 shares; 2025Q2: 235,550 shares; 2025Q3: 201,699 shares; 2025Q4: 171,070 shares 171,070 $4.25M 0.95% -30,629 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: not reported; 2024Q4: not reported; 2025Q1: 56,374 shares; 2025Q2: 59,590 shares; 2025Q3: 64,799 shares; 2025Q4: 59,505 shares 59,505 $3.6M 0.81% -5,294 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: 21,342 shares; 2024Q4: 28,445 shares; 2025Q1: 31,521 shares; 2025Q2: 13,895 shares; 2025Q3: 13,671 shares; 2025Q4: 10,776 shares 10,776 $3.49M 0.78% -2,895 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: 82,858 shares; 2024Q4: 89,050 shares; 2025Q1: 124,966 shares; 2025Q2: 45,067 shares; 2025Q3: 51,775 shares; 2025Q4: 33,443 shares 33,443 $3.32M 0.74% -18,332 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: 742,714 shares; 2024Q4: 409,350 shares; 2025Q1: 549,692 shares; 2025Q2: 204,265 shares; 2025Q3: 204,776 shares; 2025Q4: 132,599 shares 132,599 $3.3M 0.74% -72,177 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: 164,959 shares; 2024Q4: 372,128 shares; 2025Q1: 394,863 shares; 2025Q2: 79,650 shares; 2025Q3: 36,431 shares; 2025Q4: 33,022 shares 33,022 $3.02M 0.68% -3,409 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: 20,811 shares; 2024Q4: 23,494 shares; 2025Q1: 43,691 shares; 2025Q2: 5,758 shares; 2025Q3: 3,159 shares; 2025Q4: 10,394 shares 10,394 $2.97M 0.66% +7,235 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: 325,878 shares; 2024Q4: 374,001 shares; 2025Q1: 396,502 shares; 2025Q2: 104,895 shares; 2025Q3: 49,714 shares; 2025Q4: 40,291 shares 40,291 $2.82M 0.63% -9,423 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: 76,356 shares; 2024Q4: 79,488 shares; 2025Q1: 85,362 shares; 2025Q2: 14,421 shares; 2025Q3: 11,194 shares; 2025Q4: 7,962 shares 7,962 $2.74M 0.61% -3,232 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: 29,895 shares; 2024Q4: 33,246 shares; 2025Q1: 31,487 shares; 2025Q2: 4,350 shares; 2025Q3: 3,453 shares; 2025Q4: 3,171 shares 3,171 $2.73M 0.61% -282 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: 274,132 shares; 2024Q4: 269,385 shares; 2025Q1: 273,755 shares; 2025Q2: 34,790 shares; 2025Q3: 18,669 shares; 2025Q4: 7,130 shares 7,130 $2.5M 0.56% -11,539 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: 237,205 shares; 2024Q4: 245,707 shares; 2025Q1: 208,142 shares; 2025Q2: 28,608 shares; 2025Q3: 18,663 shares; 2025Q4: 13,583 shares 13,583 $2.49M 0.56% -5,080 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: 16,789 shares; 2024Q4: 20,878 shares; 2025Q1: 22,226 shares; 2025Q2: 8,032 shares; 2025Q3: 7,389 shares; 2025Q4: 4,676 shares 4,676 $2.44M 0.55% -2,713 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: 61,660 shares; 2024Q4: 50,606 shares; 2025Q1: 33,421 shares; 2025Q2: 5,898 shares; 2025Q3: 4,173 shares; 2025Q4: 15,772 shares 15,772 $2.42M 0.54% +11,599 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: 75,487 shares; 2024Q4: 85,846 shares; 2025Q1: 106,349 shares; 2025Q2: 11,569 shares; 2025Q3: 8,242 shares; 2025Q4: 4,741 shares 4,741 $2.38M 0.53% -3,501 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,791,777 shares; 2024Q4: 3,388,103 shares; 2025Q1: 3,639,489 shares; 2025Q2: 276,409 shares; 2025Q3: 184,118 shares; 2025Q4: 37,781 shares 37,781 $2.15M 0.48% -146,337 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,393 shares; 2024Q4: 13,790 shares; 2025Q1: 15,238 shares; 2025Q2: 7,552 shares; 2025Q3: 7,458 shares; 2025Q4: 6,848 shares 6,848 $2.12M 0.48% -610 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: 92,279 shares; 2024Q4: 112,118 shares; 2025Q1: 196,416 shares; 2025Q2: 83,862 shares; 2025Q3: 71,873 shares; 2025Q4: 39,012 shares 39,012 $2.1M 0.47% -32,861 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: 87,585 shares; 2024Q4: 105,880 shares; 2025Q1: 82,196 shares; 2025Q2: 20,501 shares; 2025Q3: 14,155 shares; 2025Q4: 7,087 shares 7,087 $2.1M 0.47% -7,068 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: 118,826 shares; 2024Q4: 132,662 shares; 2025Q1: 143,361 shares; 2025Q2: 34,064 shares; 2025Q3: 26,315 shares; 2025Q4: 14,533 shares 14,533 $2.08M 0.47% -11,782 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 183,064 shares; 2024Q4: 221,124 shares; 2025Q1: 194,578 shares; 2025Q2: 34,531 shares; 2025Q3: 32,112 shares; 2025Q4: 13,193 shares 13,193 $1.89M 0.42% -18,919 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: 361,815 shares; 2024Q4: 373,264 shares; 2025Q1: 321,651 shares; 2025Q2: 31,934 shares; 2025Q3: 19,661 shares; 2025Q4: 18,785 shares 18,785 $1.8M 0.4% -876 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: 4,622 shares; 2024Q4: 5,313 shares; 2025Q1: 6,044 shares; 2025Q2: 452 shares; 2025Q3: 2,282 shares; 2025Q4: 2,753 shares 2,753 $1.8M 0.4% +471 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: 385,717 shares; 2024Q4: 406,788 shares; 2025Q1: 423,604 shares; 2025Q2: 151,133 shares; 2025Q3: 27,064 shares; 2025Q4: 16,758 shares 16,758 $1.76M 0.4% -10,306 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: 250,040 shares; 2024Q4: 264,023 shares; 2025Q1: 282,246 shares; 2025Q2: 25,823 shares; 2025Q3: 14,757 shares; 2025Q4: 14,561 shares 14,561 $1.75M 0.39% -196 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: 96,910 shares; 2024Q4: 131,070 shares; 2025Q1: 137,758 shares; 2025Q2: 24,855 shares; 2025Q3: 22,574 shares; 2025Q4: 12,453 shares 12,453 $1.68M 0.38% -10,121 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: 73,872 shares; 2024Q4: 81,944 shares; 2025Q1: 88,787 shares; 2025Q2: 18,186 shares; 2025Q3: 13,973 shares; 2025Q4: 9,295 shares 9,295 $1.65M 0.37% -4,678 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: 10,564 shares; 2024Q4: 15,532 shares; 2025Q1: 17,719 shares; 2025Q2: 5,930 shares; 2025Q3: 4,876 shares; 2025Q4: 4,586 shares 4,586 $1.64M 0.37% -290 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: 151,650 shares; 2024Q4: 157,679 shares; 2025Q1: 182,688 shares; 2025Q2: 28,299 shares; 2025Q3: 15,561 shares; 2025Q4: 9,575 shares 9,575 $1.64M 0.37% -5,986 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: 27,438 shares; 2024Q4: 34,267 shares; 2025Q1: 34,895 shares; 2025Q2: 3,910 shares; 2025Q3: 2,720 shares; 2025Q4: 2,790 shares 2,790 $1.6M 0.36% +70 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 138,388 shares; 2024Q4: 163,240 shares; 2025Q1: 232,607 shares; 2025Q2: 9,791 shares; 2025Q3: 7,164 shares; 2025Q4: 7,226 shares 7,226 $1.55M 0.35% +62 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: 38,006 shares; 2024Q4: 49,157 shares; 2025Q1: 78,902 shares; 2025Q2: 10,465 shares; 2025Q3: 7,973 shares; 2025Q4: 8,696 shares 8,696 $1.55M 0.35% +723 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,298 shares; 2024Q4: 8,175 shares; 2025Q1: 9,307 shares; 2025Q2: 8,081 shares; 2025Q3: 8,386 shares; 2025Q4: 7,784 shares 7,784 $1.54M 0.35% -602 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: 373,956 shares; 2024Q4: 432,372 shares; 2025Q1: 488,979 shares; 2025Q2: 54,609 shares; 2025Q3: 23,393 shares; 2025Q4: 7,727 shares 7,727 $1.51M 0.34% -15,666 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: 415,835 shares; 2024Q4: 431,105 shares; 2025Q1: 450,774 shares; 2025Q2: 63,439 shares; 2025Q3: 42,221 shares; 2025Q4: 27,173 shares 27,173 $1.49M 0.34% -15,048 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: 70,499 shares; 2024Q4: 104,166 shares; 2025Q1: 137,007 shares; 2025Q2: 19,020 shares; 2025Q3: 14,255 shares; 2025Q4: 15,285 shares 15,285 $1.43M 0.32% +1,030 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,332 shares; 2024Q4: 45,199 shares; 2025Q1: 48,642 shares; 2025Q2: 3,498 shares; 2025Q3: 4,669 shares; 2025Q4: 4,617 shares 4,617 $1.41M 0.32% -52 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,133 shares; 2024Q4: 18,202 shares; 2025Q1: 18,513 shares; 2025Q2: 4,398 shares; 2025Q3: 3,098 shares; 2025Q4: 2,547 shares 2,547 $1.41M 0.32% -551 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: not reported; 2024Q4: 7,253 shares; 2025Q1: 7,739 shares; 2025Q2: 6,922 shares; 2025Q3: 6,792 shares; 2025Q4: 6,653 shares 6,653 $1.36M 0.31% -139 Timeline PRI PRIMERICA INC More: the full row for PRIMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 850 shares; 2024Q4: 5,266 shares; 2025Q1: 6,873 shares; 2025Q2: 5,997 shares; 2025Q3: 6,140 shares; 2025Q4: 5,183 shares 5,183 $1.34M 0.3% -957 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: 198,419 shares; 2024Q4: 185,424 shares; 2025Q1: 219,498 shares; 2025Q2: 35,722 shares; 2025Q3: 28,696 shares; 2025Q4: 16,844 shares 16,844 $1.34M 0.3% -11,852 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: 114,592 shares; 2024Q4: 119,758 shares; 2025Q1: 123,379 shares; 2025Q2: 15,300 shares; 2025Q3: 11,495 shares; 2025Q4: 11,352 shares 11,352 $1.33M 0.3% -143 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: 2,705 shares; 2024Q4: 3,317 shares; 2025Q1: 4,111 shares; 2025Q2: 1,057 shares; 2025Q3: 983 shares; 2025Q4: 1,070 shares 1,070 $1.3M 0.29% +87 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: 19,318 shares; 2024Q4: 20,772 shares; 2025Q1: 16,363 shares; 2025Q2: 3,124 shares; 2025Q3: 2,620 shares; 2025Q4: 2,634 shares 2,634 $1.27M 0.29% +14 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: 28,794 shares; 2024Q4: 32,165 shares; 2025Q1: 40,954 shares; 2025Q2: 8,675 shares; 2025Q3: 7,445 shares; 2025Q4: 3,843 shares 3,843 $1.26M 0.28% -3,602 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: 40,522 shares; 2024Q4: 26,730 shares; 2025Q1: 31,525 shares; 2025Q2: 3,886 shares; 2025Q3: 3,384 shares; 2025Q4: 3,343 shares 3,343 $1.24M 0.28% -41 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: 54,780 shares; 2024Q4: 57,674 shares; 2025Q1: 61,272 shares; 2025Q2: 8,571 shares; 2025Q3: 6,152 shares; 2025Q4: 4,012 shares 4,012 $1.23M 0.27% -2,140 Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,887 shares; 2024Q4: 38,172 shares; 2025Q1: 61,427 shares; 2025Q2: 37,581 shares; 2025Q3: 41,662 shares; 2025Q4: 32,210 shares 32,210 $1.22M 0.27% -9,452 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: 181,467 shares; 2024Q4: 193,329 shares; 2025Q1: 161,762 shares; 2025Q2: 16,036 shares; 2025Q3: 11,146 shares; 2025Q4: 10,877 shares 10,877 $1.21M 0.27% -269 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: 118,212 shares; 2024Q4: 111,016 shares; 2025Q1: 110,253 shares; 2025Q2: 19,481 shares; 2025Q3: 10,738 shares; 2025Q4: 4,496 shares 4,496 $1.21M 0.27% -6,242 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: not reported; 2024Q4: 2,694 shares; 2025Q1: 3,034 shares; 2025Q2: 2,795 shares; 2025Q3: 2,817 shares; 2025Q4: 2,662 shares 2,662 $1.18M 0.27% -155 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: 15,155 shares; 2024Q4: 22,821 shares; 2025Q1: 25,033 shares; 2025Q2: 11,963 shares; 2025Q3: 9,208 shares; 2025Q4: 7,382 shares 7,382 $1.16M 0.26% -1,826 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: 53,201 shares; 2024Q4: 38,313 shares; 2025Q1: 58,616 shares; 2025Q2: 5,213 shares; 2025Q3: 2,691 shares; 2025Q4: 1,862 shares 1,862 $1.14M 0.26% -829 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: 61,905 shares; 2024Q4: 71,577 shares; 2025Q1: 86,029 shares; 2025Q2: 18,488 shares; 2025Q3: 11,495 shares; 2025Q4: 4,234 shares 4,234 $1.09M 0.24% -7,261 Timeline QQQM 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: 12,846 shares; 2024Q4: 15,255 shares; 2025Q1: 17,123 shares; 2025Q2: 3,835 shares; 2025Q3: 4,205 shares; 2025Q4: 4,207 shares 4,207 $1.06M 0.24% +2 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: 98,740 shares; 2024Q4: 156,919 shares; 2025Q1: 127,619 shares; 2025Q2: 7,226 shares; 2025Q3: 7,134 shares; 2025Q4: 4,820 shares 4,820 $1.06M 0.24% -2,314 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: 19,980 shares; 2024Q4: 32,314 shares; 2025Q1: 43,257 shares; 2025Q2: 20,426 shares; 2025Q3: 18,127 shares; 2025Q4: 18,109 shares 18,109 $1.03M 0.23% -18 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: 23,660 shares; 2024Q4: 24,275 shares; 2025Q1: 41,645 shares; 2025Q2: 11,578 shares; 2025Q3: 9,853 shares; 2025Q4: 4,407 shares 4,407 $1.02M 0.23% -5,446 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,078 shares; 2024Q4: 13,516 shares; 2025Q1: 21,169 shares; 2025Q2: 7,394 shares; 2025Q3: 10,380 shares; 2025Q4: 8,626 shares 8,626 $1.01M 0.23% -1,754 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: 109,603 shares; 2024Q4: 123,315 shares; 2025Q1: 132,708 shares; 2025Q2: 32,482 shares; 2025Q3: 25,007 shares; 2025Q4: 12,013 shares 12,013 $948K 0.21% -12,994 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: 3,287 shares; 2024Q4: 5,978 shares; 2025Q1: 8,265 shares; 2025Q2: 2,472 shares; 2025Q3: 2,159 shares; 2025Q4: 1,835 shares 1,835 $937K 0.21% -324 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: 2,383 shares; 2024Q4: 2,809 shares; 2025Q1: 2,802 shares; 2025Q2: 570 shares; 2025Q3: 1,454 shares; 2025Q4: 1,149 shares 1,149 $930K 0.21% -305 Timeline TXRH TEXAS ROADHOUSE INC More: the full row for TEXAS ROADHOUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,528 shares; 2024Q4: 7,116 shares; 2025Q1: 19,093 shares; 2025Q2: 8,320 shares; 2025Q3: 7,513 shares; 2025Q4: 5,598 shares 5,598 $929K 0.21% -1,915 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: 11,071 shares; 2024Q4: 13,065 shares; 2025Q1: 15,226 shares; 2025Q2: 2,212 shares; 2025Q3: 1,400 shares; 2025Q4: 1,602 shares 1,602 $907K 0.2% +202 Timeline LFUS LITTELFUSE INC More: the full row for LITTELFUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,553 shares; 2024Q4: 6,662 shares; 2025Q1: 7,340 shares; 2025Q2: 6,377 shares; 2025Q3: 6,230 shares; 2025Q4: 3,585 shares 3,585 $907K 0.2% -2,645 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: 65,964 shares; 2024Q4: 77,193 shares; 2025Q1: 88,265 shares; 2025Q2: 17,070 shares; 2025Q3: 14,921 shares; 2025Q4: 5,851 shares 5,851 $899K 0.2% -9,070 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: 19,969 shares; 2024Q4: 21,436 shares; 2025Q1: 43,855 shares; 2025Q2: 3,001 shares; 2025Q3: 2,372 shares; 2025Q4: 2,199 shares 2,199 $871K 0.2% -173 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: 79,787 shares; 2025Q1: 90,326 shares; 2025Q2: 4,806 shares; 2025Q3: 4,503 shares; 2025Q4: 5,089 shares 5,089 $871K 0.2% +586 Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,561 shares; 2024Q4: 21,602 shares; 2025Q1: 29,107 shares; 2025Q2: 21,461 shares; 2025Q3: 19,023 shares; 2025Q4: 15,971 shares 15,971 $865K 0.19% -3,052 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: 15,000 shares; 2024Q4: 16,621 shares; 2025Q1: 17,781 shares; 2025Q2: 3,903 shares; 2025Q3: 3,247 shares; 2025Q4: 1,296 shares 1,296 $859K 0.19% -1,951 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: 364,889 shares; 2024Q4: 343,321 shares; 2025Q1: 336,564 shares; 2025Q2: 29,058 shares; 2025Q3: 11,202 shares; 2025Q4: 6,846 shares 6,846 $858K 0.19% -4,356 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: 38,047 shares; 2024Q4: 56,156 shares; 2025Q1: 94,184 shares; 2025Q2: 5,428 shares; 2025Q3: 4,492 shares; 2025Q4: 3,292 shares 3,292 $849K 0.19% -1,200 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: 85,881 shares; 2024Q4: 70,767 shares; 2025Q1: 66,366 shares; 2025Q2: 6,823 shares; 2025Q3: 5,777 shares; 2025Q4: 2,570 shares 2,570 $848K 0.19% -3,207 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: 23,250 shares; 2024Q4: 28,559 shares; 2025Q1: 27,843 shares; 2025Q2: 8,847 shares; 2025Q3: 5,915 shares; 2025Q4: 4,345 shares 4,345 $848K 0.19% -1,570 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: 159,915 shares; 2024Q4: 178,792 shares; 2025Q1: 305,789 shares; 2025Q2: 60,995 shares; 2025Q3: 39,457 shares; 2025Q4: 10,065 shares 10,065 $848K 0.19% -29,392 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: 55,601 shares; 2024Q4: 37,503 shares; 2025Q1: 42,398 shares; 2025Q2: 13,712 shares; 2025Q3: 3,786 shares; 2025Q4: 2,748 shares 2,748 $846K 0.19% -1,038 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: 35,076 shares; 2025Q1: 40,269 shares; 2025Q2: 64,751 shares; 2025Q3: 5,961 shares; 2025Q4: 6,448 shares 6,448 $845K 0.19% +487 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: 43,712 shares; 2024Q4: 49,961 shares; 2025Q1: 54,273 shares; 2025Q2: 5,198 shares; 2025Q3: 2,619 shares; 2025Q4: 3,158 shares 3,158 $836K 0.19% +539 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: 134,964 shares; 2024Q4: 133,653 shares; 2025Q1: 134,653 shares; 2025Q2: 12,296 shares; 2025Q3: 7,151 shares; 2025Q4: 6,757 shares 6,757 $829K 0.19% -394 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: 18,204 shares; 2024Q4: 23,567 shares; 2025Q1: 26,674 shares; 2025Q2: 5,290 shares; 2025Q3: 3,961 shares; 2025Q4: 3,942 shares 3,942 $823K 0.18% -19 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: 22,001 shares; 2024Q4: 29,544 shares; 2025Q1: 30,272 shares; 2025Q2: 11,138 shares; 2025Q3: 9,342 shares; 2025Q4: 6,997 shares 6,997 $812K 0.18% -2,345 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: 24,846 shares; 2024Q4: 29,316 shares; 2025Q1: 31,723 shares; 2025Q2: 11,544 shares; 2025Q3: 9,688 shares; 2025Q4: 3,622 shares 3,622 $808K 0.18% -6,066 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: 16,311 shares; 2024Q4: 25,830 shares; 2025Q1: 24,400 shares; 2025Q2: 5,466 shares; 2025Q3: 3,747 shares; 2025Q4: 3,271 shares 3,271 $805K 0.18% -476 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: 13,913 shares; 2024Q4: 20,530 shares; 2025Q1: 23,978 shares; 2025Q2: 8,247 shares; 2025Q3: 12,225 shares; 2025Q4: 6,307 shares 6,307 $804K 0.18% -5,918 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: 91,017 shares; 2024Q4: 101,017 shares; 2025Q1: 107,608 shares; 2025Q2: 16,512 shares; 2025Q3: 15,747 shares; 2025Q4: 15,620 shares 15,620 $769K 0.17% -127 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: 43,604 shares; 2024Q4: 236,886 shares; 2025Q1: 269,725 shares; 2025Q2: 23,289 shares; 2025Q3: 23,254 shares; 2025Q4: 23,155 shares 23,155 $755K 0.17% -99 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: 60,513 shares; 2024Q4: 61,886 shares; 2025Q1: 139,951 shares; 2025Q2: 10,842 shares; 2025Q3: 8,051 shares; 2025Q4: 7,347 shares 7,347 $734K 0.16% -704 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: 108,749 shares; 2024Q4: 106,280 shares; 2025Q1: 106,092 shares; 2025Q2: 15,072 shares; 2025Q3: 7,125 shares; 2025Q4: 2,096 shares 2,096 $734K 0.16% -5,029 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: 144,872 shares; 2024Q4: 152,649 shares; 2025Q1: 156,893 shares; 2025Q2: 6,165 shares; 2025Q3: 3,955 shares; 2025Q4: 1,059 shares 1,059 $725K 0.16% -2,896 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,851 shares; 2024Q4: 15,990 shares; 2025Q1: 24,666 shares; 2025Q2: 8,469 shares; 2025Q3: 7,262 shares; 2025Q4: 5,442 shares 5,442 $722K 0.16% -1,820 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: 8,673 shares; 2025Q1: 8,451 shares; 2025Q2: 1,069 shares; 2025Q3: 820 shares; 2025Q4: 663 shares 663 $710K 0.16% -157 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: 42,422 shares; 2024Q4: 54,666 shares; 2025Q1: 65,734 shares; 2025Q2: 21,153 shares; 2025Q3: 17,565 shares; 2025Q4: 20,063 shares 20,063 $697K 0.16% +2,498 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: 65,837 shares; 2024Q4: 67,124 shares; 2025Q1: 73,569 shares; 2025Q2: 13,401 shares; 2025Q3: 10,504 shares; 2025Q4: 2,884 shares 2,884 $696K 0.16% -7,620 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,495 shares; 2024Q4: 7,228 shares; 2025Q1: 8,864 shares; 2025Q2: 1,762 shares; 2025Q3: 1,660 shares; 2025Q4: 1,478 shares 1,478 $693K 0.16% -182 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 103,896 shares; 2024Q4: 105,313 shares; 2025Q1: 95,995 shares; 2025Q2: 8,848 shares; 2025Q3: 4,556 shares; 2025Q4: 4,009 shares 4,009 $680K 0.15% -547 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: 481,447 shares; 2024Q4: 463,074 shares; 2025Q1: 450,683 shares; 2025Q2: 33,874 shares; 2025Q3: 10,256 shares; 2025Q4: 4,184 shares 4,184 $673K 0.15% -6,072 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: 47,040 shares; 2024Q4: 61,659 shares; 2025Q1: 59,747 shares; 2025Q2: 7,053 shares; 2025Q3: 5,006 shares; 2025Q4: 3,332 shares 3,332 $647K 0.14% -1,674 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: 346,999 shares; 2024Q4: 349,644 shares; 2025Q1: 355,315 shares; 2025Q2: 23,950 shares; 2025Q3: 13,683 shares; 2025Q4: 13,209 shares 13,209 $632K 0.14% -474 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: 13,503 shares; 2024Q4: 15,039 shares; 2025Q1: 15,775 shares; 2025Q2: 7,039 shares; 2025Q3: 6,408 shares; 2025Q4: 2,403 shares 2,403 $631K 0.14% -4,005 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 165,580 shares; 2024Q4: 197,962 shares; 2025Q1: 232,668 shares; 2025Q2: 36,621 shares; 2025Q3: 16,902 shares; 2025Q4: 5,003 shares 5,003 $629K 0.14% -11,899 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: 400,315 shares; 2024Q4: 382,121 shares; 2025Q1: 432,021 shares; 2025Q2: 36,287 shares; 2025Q3: 21,584 shares; 2025Q4: 21,037 shares 21,037 $629K 0.14% -547 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 118,534 shares; 2024Q4: 102,433 shares; 2025Q1: 130,100 shares; 2025Q2: 15,507 shares; 2025Q3: 10,653 shares; 2025Q4: 13,273 shares 13,273 $609K 0.14% +2,620 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: 23,554 shares; 2024Q4: 23,774 shares; 2025Q1: 26,334 shares; 2025Q2: 3,019 shares; 2025Q3: 1,943 shares; 2025Q4: 2,221 shares 2,221 $607K 0.14% +278 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: 137,267 shares; 2024Q4: 143,794 shares; 2025Q1: 138,523 shares; 2025Q2: 16,998 shares; 2025Q3: 10,068 shares; 2025Q4: 5,198 shares 5,198 $607K 0.14% -4,870 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: 7,135 shares; 2024Q4: 7,837 shares; 2025Q1: 9,097 shares; 2025Q2: 956 shares; 2025Q3: 645 shares; 2025Q4: 667 shares 667 $586K 0.13% +22 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: 46,713 shares; 2024Q4: 49,894 shares; 2025Q1: 56,451 shares; 2025Q2: 6,703 shares; 2025Q3: 4,968 shares; 2025Q4: 5,082 shares 5,082 $586K 0.13% +114 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: 5,456 shares; 2024Q4: 5,218 shares; 2025Q1: 6,843 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,988 shares 8,988 $578K 0.13% new Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,727 shares; 2024Q4: 103,663 shares; 2025Q1: 121,788 shares; 2025Q2: 7,961 shares; 2025Q3: 2,460 shares; 2025Q4: 2,629 shares 2,629 $571K 0.13% +169 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: 55,611 shares; 2024Q4: 56,390 shares; 2025Q1: 59,922 shares; 2025Q2: 13,651 shares; 2025Q3: 8,580 shares; 2025Q4: 2,168 shares 2,168 $558K 0.13% -6,412 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: 35,766 shares; 2024Q4: 72,096 shares; 2025Q1: 64,826 shares; 2025Q2: 3,790 shares; 2025Q3: 2,839 shares; 2025Q4: 2,957 shares 2,957 $545K 0.12% +118 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 114,935 shares; 2024Q4: 118,951 shares; 2025Q1: 136,865 shares; 2025Q2: 17,918 shares; 2025Q3: 12,667 shares; 2025Q4: 13,196 shares 13,196 $543K 0.12% +529 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: 5,595 shares; 2024Q4: 8,012 shares; 2025Q1: 10,040 shares; 2025Q2: 3,927 shares; 2025Q3: 3,294 shares; 2025Q4: 3,366 shares 3,366 $541K 0.12% +72 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: 192,719 shares; 2024Q4: 205,951 shares; 2025Q1: 219,499 shares; 2025Q2: 19,884 shares; 2025Q3: 10,019 shares; 2025Q4: 4,626 shares 4,626 $526K 0.12% -5,393 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: 27,125 shares; 2024Q4: 27,685 shares; 2025Q1: 33,991 shares; 2025Q2: 3,146 shares; 2025Q3: 2,425 shares; 2025Q4: 2,781 shares 2,781 $515K 0.12% +356 Timeline LNTH LANTHEUS HLDGS INC More: the full row for LANTHEUS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,386 shares; 2025Q1: 15,449 shares; 2025Q2: 13,232 shares; 2025Q3: 10,425 shares; 2025Q4: 7,622 shares 7,622 $507K 0.11% -2,803 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: 4,331 shares; 2024Q4: 16,360 shares; 2025Q1: 11,570 shares; 2025Q2: 7,430 shares; 2025Q3: 6,864 shares; 2025Q4: 6,864 shares 6,864 $505K 0.11% 0 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: 281,336 shares; 2024Q4: 310,794 shares; 2025Q1: 318,390 shares; 2025Q2: 19,107 shares; 2025Q3: 16,757 shares; 2025Q4: 9,251 shares 9,251 $497K 0.11% -7,506 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,354 shares; 2024Q4: 7,272 shares; 2025Q1: 22,142 shares; 2025Q2: 1,724 shares; 2025Q3: 1,038 shares; 2025Q4: 1,066 shares 1,066 $496K 0.11% +28 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: 27,280 shares; 2024Q4: 31,456 shares; 2025Q1: 36,411 shares; 2025Q2: 4,680 shares; 2025Q3: 1,900 shares; 2025Q4: 2,252 shares 2,252 $495K 0.11% +352 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,574 shares; 2024Q4: 55,278 shares; 2025Q1: 77,609 shares; 2025Q2: 30,155 shares; 2025Q3: 25,807 shares; 2025Q4: 12,207 shares 12,207 $490K 0.11% -13,600 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,839 shares; 2024Q4: 12,003 shares; 2025Q1: 12,969 shares; 2025Q2: 5,797 shares; 2025Q3: 5,195 shares; 2025Q4: 4,766 shares 4,766 $488K 0.11% -429 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: 55,645 shares; 2024Q4: 53,563 shares; 2025Q1: 60,895 shares; 2025Q2: 5,430 shares; 2025Q3: 2,735 shares; 2025Q4: 2,761 shares 2,761 $485K 0.11% +26 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: 23,561 shares; 2024Q4: 35,725 shares; 2025Q1: 50,180 shares; 2025Q2: 1,650 shares; 2025Q3: 1,650 shares; 2025Q4: 1,650 shares 1,650 $479K 0.11% 0 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,399 shares; 2024Q4: 53,873 shares; 2025Q1: 68,511 shares; 2025Q2: 19,134 shares; 2025Q3: 17,909 shares; 2025Q4: 7,067 shares 7,067 $475K 0.11% -10,842 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 286,170 shares; 2024Q4: 191,979 shares; 2025Q1: 238,925 shares; 2025Q2: 25,128 shares; 2025Q3: 14,985 shares; 2025Q4: 7,808 shares 7,808 $469K 0.11% -7,177 Timeline EAT BRINKER INTL INC More: the full row for BRINKER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,705 shares; 2025Q2: not reported; 2025Q3: 4,713 shares; 2025Q4: 3,266 shares 3,266 $469K 0.11% -1,447 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,431 shares; 2024Q4: 31,591 shares; 2025Q1: 40,049 shares; 2025Q2: 3,697 shares; 2025Q3: 2,876 shares; 2025Q4: 2,443 shares 2,443 $459K 0.1% -433 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: 28,093 shares; 2024Q4: 33,001 shares; 2025Q1: 52,420 shares; 2025Q2: 6,420 shares; 2025Q3: 6,018 shares; 2025Q4: 5,604 shares 5,604 $458K 0.1% -414 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: 15,054 shares; 2024Q4: 17,127 shares; 2025Q1: 22,986 shares; 2025Q2: 2,467 shares; 2025Q3: 855 shares; 2025Q4: 1,007 shares 1,007 $457K 0.1% +152 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: 7,813 shares; 2024Q4: 10,051 shares; 2025Q1: 11,694 shares; 2025Q2: 2,317 shares; 2025Q3: 1,780 shares; 2025Q4: 1,995 shares 1,995 $454K 0.1% +215 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: 46,646 shares; 2024Q4: 49,185 shares; 2025Q1: 57,679 shares; 2025Q2: 13,383 shares; 2025Q3: 6,724 shares; 2025Q4: 5,659 shares 5,659 $454K 0.1% -1,065 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: 221,010 shares; 2024Q4: 244,530 shares; 2025Q1: 243,235 shares; 2025Q2: 32,169 shares; 2025Q3: 15,090 shares; 2025Q4: 12,505 shares 12,505 $453K 0.1% -2,585 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: 7,232 shares; 2024Q4: 7,130 shares; 2025Q1: 6,325 shares; 2025Q2: 1,929 shares; 2025Q3: not reported; 2025Q4: 4,405 shares 4,405 $451K 0.1% new Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,720 shares; 2024Q4: 46,875 shares; 2025Q1: 45,774 shares; 2025Q2: 4,202 shares; 2025Q3: 1,512 shares; 2025Q4: 760 shares 760 $436K 0.1% -752 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,018 shares; 2024Q4: 74,937 shares; 2025Q1: 81,372 shares; 2025Q2: 8,747 shares; 2025Q3: 6,525 shares; 2025Q4: 9,007 shares 9,007 $419K 0.09% +2,482 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: 35,082 shares; 2024Q4: 35,634 shares; 2025Q1: 37,260 shares; 2025Q2: 2,601 shares; 2025Q3: 1,415 shares; 2025Q4: 1,507 shares 1,507 $415K 0.09% +92 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: 192,163 shares; 2024Q4: 220,025 shares; 2025Q1: 264,808 shares; 2025Q2: 37,569 shares; 2025Q3: 25,390 shares; 2025Q4: 8,141 shares 8,141 $413K 0.09% -17,249 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: 93,689 shares; 2024Q4: 99,545 shares; 2025Q1: 106,301 shares; 2025Q2: 8,853 shares; 2025Q3: 3,324 shares; 2025Q4: 2,362 shares 2,362 $410K 0.09% -962 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,024 shares; 2024Q4: 33,404 shares; 2025Q1: 14,946 shares; 2025Q2: 2,476 shares; 2025Q3: 2,088 shares; 2025Q4: 2,273 shares 2,273 $406K 0.09% +185 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: 243,940 shares; 2024Q4: 265,952 shares; 2025Q1: 272,559 shares; 2025Q2: 1,810 shares; 2025Q3: 2,246 shares; 2025Q4: 2,085 shares 2,085 $398K 0.09% -161 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: 12,241 shares; 2024Q4: 19,244 shares; 2025Q1: 17,190 shares; 2025Q2: 1,680 shares; 2025Q3: 803 shares; 2025Q4: 370 shares 370 $396K 0.09% -433 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,864 shares 5,864 $384K 0.09% new Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,661 shares; 2024Q4: 43,735 shares; 2025Q1: 46,143 shares; 2025Q2: 3,976 shares; 2025Q3: 1,949 shares; 2025Q4: 1,534 shares 1,534 $379K 0.08% -415 Timeline IYW 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: 81,529 shares; 2024Q4: 25,044 shares; 2025Q1: 24,484 shares; 2025Q2: 2,030 shares; 2025Q3: 1,836 shares; 2025Q4: 1,821 shares 1,821 $364K 0.08% -15 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: 80,624 shares; 2024Q4: 101,310 shares; 2025Q1: 123,248 shares; 2025Q2: 10,959 shares; 2025Q3: 4,391 shares; 2025Q4: 4,666 shares 4,666 $358K 0.08% +275 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 163,613 shares; 2024Q4: 167,293 shares; 2025Q1: 181,040 shares; 2025Q2: 26,243 shares; 2025Q3: 13,812 shares; 2025Q4: 3,973 shares 3,973 $348K 0.08% -9,839 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: 61,109 shares; 2024Q4: 68,607 shares; 2025Q1: 90,366 shares; 2025Q2: 19,721 shares; 2025Q3: 12,912 shares; 2025Q4: 9,399 shares 9,399 $347K 0.08% -3,513 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: 4,702 shares; 2024Q4: 6,765 shares; 2025Q1: 7,186 shares; 2025Q2: not reported; 2025Q3: 919 shares; 2025Q4: 919 shares 919 $343K 0.08% 0 Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 398,342 shares; 2024Q4: 414,322 shares; 2025Q1: 479,351 shares; 2025Q2: 38,590 shares; 2025Q3: 20,773 shares; 2025Q4: 21,269 shares 21,269 $342K 0.08% +496 Timeline APTV APTIV PLC More: the full row for APTIV 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: 11,736 shares; 2025Q4: 4,491 shares 4,491 $342K 0.08% -7,245 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: 18,367 shares; 2024Q4: 19,097 shares; 2025Q1: 20,935 shares; 2025Q2: 3,320 shares; 2025Q3: 1,890 shares; 2025Q4: 2,153 shares 2,153 $332K 0.07% +263 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: 378,773 shares; 2024Q4: 359,989 shares; 2025Q1: 298,223 shares; 2025Q2: 34,141 shares; 2025Q3: 21,000 shares; 2025Q4: 6,384 shares 6,384 $325K 0.07% -14,616 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: 102,881 shares; 2024Q4: 110,441 shares; 2025Q1: 103,317 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 660 shares 660 $322K 0.07% new Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 462 shares; 2024Q4: 643 shares; 2025Q1: 740 shares; 2025Q2: 392 shares; 2025Q3: 369 shares; 2025Q4: 229 shares 229 $319K 0.07% -140 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 215,817 shares; 2024Q4: 219,014 shares; 2025Q1: 238,130 shares; 2025Q2: 24,894 shares; 2025Q3: 13,540 shares; 2025Q4: 7,162 shares 7,162 $319K 0.07% -6,378 Timeline MASI MASIMO CORP More: the full row for MASIMO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,126 shares; 2025Q1: 9,870 shares; 2025Q2: 9,014 shares; 2025Q3: 2,685 shares; 2025Q4: 2,444 shares 2,444 $318K 0.07% -241 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: 149,694 shares; 2024Q4: 227,299 shares; 2025Q1: 262,173 shares; 2025Q2: 19,022 shares; 2025Q3: 12,165 shares; 2025Q4: 5,821 shares 5,821 $314K 0.07% -6,344 Timeline EPAM EPAM SYS INC More: the full row for EPAM SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,333 shares; 2024Q4: 33,024 shares; 2025Q1: 33,274 shares; 2025Q2: 3,082 shares; 2025Q3: 1,779 shares; 2025Q4: 1,513 shares 1,513 $310K 0.07% -266 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,897 shares; 2025Q3: 6,996 shares; 2025Q4: 7,044 shares 7,044 $307K 0.07% +48 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: 4,664 shares; 2024Q4: 5,068 shares; 2025Q1: 5,867 shares; 2025Q2: 1,214 shares; 2025Q3: 943 shares; 2025Q4: 977 shares 977 $305K 0.07% +34 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,205 shares; 2024Q4: 3,986 shares; 2025Q1: 5,032 shares; 2025Q2: 2,908 shares; 2025Q3: 1,248 shares; 2025Q4: 1,456 shares 1,456 $303K 0.07% +208 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,225 shares; 2024Q4: 2,519 shares; 2025Q1: 2,972 shares; 2025Q2: 650 shares; 2025Q3: 498 shares; 2025Q4: 499 shares 499 $302K 0.07% +1 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: 7,468 shares; 2024Q4: 8,643 shares; 2025Q1: 10,085 shares; 2025Q2: 2,656 shares; 2025Q3: 2,202 shares; 2025Q4: 852 shares 852 $299K 0.07% -1,350 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: 108,922 shares; 2024Q4: 109,230 shares; 2025Q1: 115,129 shares; 2025Q2: 15,086 shares; 2025Q3: 8,975 shares; 2025Q4: 3,491 shares 3,491 $299K 0.07% -5,484 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: 4,618 shares; 2024Q4: 3,731 shares; 2025Q1: 3,597 shares; 2025Q2: 1,069 shares; 2025Q3: 894 shares; 2025Q4: 55 shares 55 $295K 0.07% -839 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,864 shares; 2024Q4: 10,789 shares; 2025Q1: 13,931 shares; 2025Q2: 3,767 shares; 2025Q3: 2,964 shares; 2025Q4: 2,805 shares 2,805 $292K 0.07% -159 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: 100,489 shares; 2024Q4: 28,847 shares; 2025Q1: 60,123 shares; 2025Q2: 3,006 shares; 2025Q3: 3,024 shares; 2025Q4: 2,994 shares 2,994 $288K 0.06% -30 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: 16,704 shares; 2024Q4: 18,394 shares; 2025Q1: 18,392 shares; 2025Q2: 1,634 shares; 2025Q3: not reported; 2025Q4: 1,184 shares 1,184 $287K 0.06% new Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,426 shares; 2024Q4: 48,601 shares; 2025Q1: 78,702 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,654 shares 8,654 $286K 0.06% new Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,081 shares; 2024Q4: 5,997 shares; 2025Q1: 12,834 shares; 2025Q2: 1,154 shares; 2025Q3: 891 shares; 2025Q4: 897 shares 897 $286K 0.06% +6 Timeline AES AES CORP More: the full row for AES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 385,386 shares; 2024Q4: 519,867 shares; 2025Q1: 547,815 shares; 2025Q2: 66,871 shares; 2025Q3: 38,942 shares; 2025Q4: 19,887 shares 19,887 $285K 0.06% -19,055 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 173,474 shares; 2024Q4: 159,946 shares; 2025Q1: 163,600 shares; 2025Q2: 10,442 shares; 2025Q3: 7,243 shares; 2025Q4: 6,857 shares 6,857 $283K 0.06% -386 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,634 shares; 2024Q4: 14,692 shares; 2025Q1: 15,265 shares; 2025Q2: 1,548 shares; 2025Q3: 1,211 shares; 2025Q4: 1,173 shares 1,173 $281K 0.06% -38 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,678 shares; 2024Q4: 41,862 shares; 2025Q1: 45,599 shares; 2025Q2: 4,992 shares; 2025Q3: 1,463 shares; 2025Q4: 1,366 shares 1,366 $280K 0.06% -97 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: 86,369 shares; 2024Q4: 88,576 shares; 2025Q1: 82,302 shares; 2025Q2: 9,223 shares; 2025Q3: 4,257 shares; 2025Q4: 3,045 shares 3,045 $280K 0.06% -1,212 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: 5,678 shares; 2024Q4: 7,546 shares; 2025Q1: 4,213 shares; 2025Q2: 3,181 shares; 2025Q3: 3,108 shares; 2025Q4: 1,143 shares 1,143 $278K 0.06% -1,965 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,058 shares; 2024Q4: 5,478 shares; 2025Q1: 6,756 shares; 2025Q2: 2,158 shares; 2025Q3: 514 shares; 2025Q4: 404 shares 404 $273K 0.06% -110 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: 82,905 shares; 2024Q4: 78,332 shares; 2025Q1: 81,331 shares; 2025Q2: 7,598 shares; 2025Q3: 2,965 shares; 2025Q4: 466 shares 466 $270K 0.06% -2,499 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: 46,365 shares; 2024Q4: 48,077 shares; 2025Q1: 50,149 shares; 2025Q2: 7,454 shares; 2025Q3: 4,112 shares; 2025Q4: 1,642 shares 1,642 $267K 0.06% -2,470 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: 3,891 shares; 2024Q4: 5,278 shares; 2025Q1: 5,572 shares; 2025Q2: 1,397 shares; 2025Q3: 1,221 shares; 2025Q4: 1,292 shares 1,292 $264K 0.06% +71 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: 5,031 shares; 2024Q4: 10,414 shares; 2025Q1: 13,611 shares; 2025Q2: 3,355 shares; 2025Q3: 3,355 shares; 2025Q4: 3,280 shares 3,280 $262K 0.06% -75 Timeline BURL BURLINGTON STORES INC More: the full row for BURLINGTON STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,655 shares; 2024Q4: 3,492 shares; 2025Q1: 2,122 shares; 2025Q2: 1,445 shares; 2025Q3: 1,270 shares; 2025Q4: 901 shares 901 $260K 0.06% -369 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: 3,224 shares; 2024Q4: 4,229 shares; 2025Q1: 5,644 shares; 2025Q2: 1,466 shares; 2025Q3: not reported; 2025Q4: 1,232 shares 1,232 $253K 0.06% new 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: 23,299 shares; 2024Q4: 30,613 shares; 2025Q1: 47,289 shares; 2025Q2: not reported; 2025Q3: 2,421 shares; 2025Q4: 2,523 shares 2,523 $252K 0.06% +102 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: 209,751 shares; 2024Q4: 193,473 shares; 2025Q1: 187,512 shares; 2025Q2: 15,767 shares; 2025Q3: 4,882 shares; 2025Q4: 1,836 shares 1,836 $249K 0.06% -3,046 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,352 shares; 2024Q4: 11,523 shares; 2025Q1: 16,917 shares; 2025Q2: not reported; 2025Q3: 2,897 shares; 2025Q4: 3,039 shares 3,039 $246K 0.06% +142 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,042 shares; 2024Q4: 5,943 shares; 2025Q1: 5,839 shares; 2025Q2: not reported; 2025Q3: 1,898 shares; 2025Q4: 1,783 shares 1,783 $246K 0.06% -115 Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,309 shares; 2024Q4: 2,224 shares; 2025Q1: 23,499 shares; 2025Q2: 3,333 shares; 2025Q3: 1,356 shares; 2025Q4: 1,236 shares 1,236 $246K 0.06% -120 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: 52,143 shares; 2024Q4: 160,778 shares; 2025Q1: 221,494 shares; 2025Q2: 26,181 shares; 2025Q3: 8,821 shares; 2025Q4: 8,830 shares 8,830 $242K 0.05% +9 Timeline SCHO 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: 252,659 shares; 2024Q4: 561,776 shares; 2025Q1: 571,996 shares; 2025Q2: 10,670 shares; 2025Q3: 10,603 shares; 2025Q4: 9,911 shares 9,911 $242K 0.05% -692 Timeline RH RH More: the full row for RH Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,108 shares; 2024Q4: 873 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,346 shares 1,346 $241K 0.05% new Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,106 shares; 2024Q4: 6,506 shares; 2025Q1: 6,781 shares; 2025Q2: 1,333 shares; 2025Q3: 650 shares; 2025Q4: 667 shares 667 $236K 0.05% +17 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,946 shares; 2024Q4: 9,412 shares; 2025Q1: 11,628 shares; 2025Q2: 1,295 shares; 2025Q3: 957 shares; 2025Q4: 953 shares 953 $235K 0.05% -4 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,182 shares; 2024Q4: 8,364 shares; 2025Q1: 11,057 shares; 2025Q2: 4,914 shares; 2025Q3: 4,567 shares; 2025Q4: 2,396 shares 2,396 $234K 0.05% -2,171 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: 275,170 shares; 2024Q4: 114,726 shares; 2025Q1: 102,099 shares; 2025Q2: 1,303 shares; 2025Q3: 927 shares; 2025Q4: 1,066 shares 1,066 $234K 0.05% +139 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,223 shares; 2024Q4: 3,495 shares; 2025Q1: 5,023 shares; 2025Q2: 1,360 shares; 2025Q3: not reported; 2025Q4: 1,267 shares 1,267 $234K 0.05% new 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: 10,130 shares; 2024Q4: 11,761 shares; 2025Q1: 13,354 shares; 2025Q2: 2,011 shares; 2025Q3: 1,157 shares; 2025Q4: 1,249 shares 1,249 $232K 0.05% +92 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: 74,589 shares; 2024Q4: 85,803 shares; 2025Q1: 84,262 shares; 2025Q2: 11,458 shares; 2025Q3: 8,349 shares; 2025Q4: 3,979 shares 3,979 $229K 0.05% -4,370 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,948 shares; 2024Q4: 6,369 shares; 2025Q1: 16,901 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 766 shares 766 $226K 0.05% new 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: 22,144 shares; 2024Q4: 23,239 shares; 2025Q1: 22,991 shares; 2025Q2: 1,773 shares; 2025Q3: 551 shares; 2025Q4: 394 shares 394 $217K 0.05% -157 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: 18,622 shares; 2024Q4: 21,495 shares; 2025Q1: 26,811 shares; 2025Q2: 1,885 shares; 2025Q3: 1,250 shares; 2025Q4: 1,059 shares 1,059 $215K 0.05% -191 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,408 shares; 2024Q4: 58,942 shares; 2025Q1: 63,903 shares; 2025Q2: 5,394 shares; 2025Q3: 2,133 shares; 2025Q4: 1,014 shares 1,014 $215K 0.05% -1,119 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: 5,640 shares; 2024Q4: 6,349 shares; 2025Q1: 8,039 shares; 2025Q2: 1,197 shares; 2025Q3: 993 shares; 2025Q4: 948 shares 948 $215K 0.05% -45 Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,705 shares; 2024Q4: 34,884 shares; 2025Q1: 33,581 shares; 2025Q2: 8,922 shares; 2025Q3: 5,408 shares; 2025Q4: 851 shares 851 $215K 0.05% -4,557 Timeline FND FLOOR & DECOR HLDGS INC More: the full row for FLOOR & DECOR HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,827 shares; 2024Q4: 5,413 shares; 2025Q1: 6,370 shares; 2025Q2: 3,292 shares; 2025Q3: 3,095 shares; 2025Q4: 3,493 shares 3,493 $213K 0.05% +398 Timeline KEX KIRBY CORP More: the full row for KIRBY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,909 shares 1,909 $210K 0.05% new Timeline LAD LITHIA MTRS INC More: the full row for LITHIA MTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 887 shares; 2025Q1: 1,156 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 625 shares 625 $208K 0.05% new Timeline IDCC INTERDIGITAL INC More: the full row for INTERDIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,538 shares; 2025Q1: 19,338 shares; 2025Q2: 2,736 shares; 2025Q3: 594 shares; 2025Q4: 651 shares 651 $207K 0.05% +57 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: 79,557 shares; 2024Q4: 100,351 shares; 2025Q1: 135,972 shares; 2025Q2: 2,351 shares; 2025Q3: not reported; 2025Q4: 671 shares 671 $204K 0.05% new Timeline 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: 145,625 shares; 2024Q4: 144,458 shares; 2025Q1: 152,076 shares; 2025Q2: 8,449 shares; 2025Q3: 4,648 shares; 2025Q4: 2,534 shares 2,534 $203K 0.05% -2,114 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: 4,724 shares; 2024Q4: 5,437 shares; 2025Q1: 5,576 shares; 2025Q2: 768 shares; 2025Q3: 540 shares; 2025Q4: 526 shares 526 $202K 0.05% -14 Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,518,111 shares; 2024Q4: 1,531,180 shares; 2025Q1: 1,596,132 shares; 2025Q2: 61,222 shares; 2025Q3: 24,001 shares; 2025Q4: 27,053 shares 27,053 $143K 0.03% +3,052 Timeline WU WESTERN UN CO More: the full row for WESTERN UN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,929 shares; 2024Q4: 14,459 shares; 2025Q1: 21,044 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,946 shares 14,946 $139K 0.03% new Timeline WEAV WEAVE COMMUNICATIONS INC More: the full row for WEAVE COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,150 shares 17,150 $130K 0.03% new Timeline UAA UNDER ARMOUR INC More: the full row for UNDER ARMOUR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,605 shares; 2024Q4: 11,362 shares; 2025Q1: 24,020 shares; 2025Q2: 15,361 shares; 2025Q3: 17,354 shares; 2025Q4: 22,896 shares 22,896 $114K 0.03% +5,542 Timeline