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: 1,262,716 shares; 2024Q4: 1,318,508 shares; 2025Q1: 1,179,433 shares; 2025Q2: 1,185,403 shares; 2025Q3: 1,191,684 shares; 2025Q4: 1,201,786 shares 1,201,786 $264M 20.86% +10,102 Timeline QGRW 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: 3,014,247 shares; 2024Q4: 3,017,086 shares; 2025Q1: 2,974,123 shares; 2025Q2: 2,629,916 shares; 2025Q3: 2,637,754 shares; 2025Q4: 2,620,337 shares 2,620,337 $154M 12.14% -17,417 Timeline ISTB 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: 3,136,503 shares; 2024Q4: 3,402,553 shares; 2025Q1: 1,817,563 shares; 2025Q2: 1,688,601 shares; 2025Q3: 1,723,373 shares; 2025Q4: 1,789,229 shares 1,789,229 $87.2M 6.89% +65,856 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: 232,172 shares; 2024Q4: 262,019 shares; 2025Q1: 233,757 shares; 2025Q2: 219,163 shares; 2025Q3: 216,661 shares; 2025Q4: 206,674 shares 206,674 $65.1M 5.14% -9,987 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 420,332 shares; 2024Q4: 370,044 shares; 2025Q1: 369,684 shares; 2025Q2: 369,684 shares; 2025Q3: 369,624 shares; 2025Q4: 369,443 shares 369,443 $32.6M 2.57% -181 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: 164,248 shares; 2024Q4: 164,684 shares; 2025Q1: 70,547 shares; 2025Q2: not reported; 2025Q3: 70,646 shares; 2025Q4: 73,777 shares 73,777 $31.1M 2.46% +3,131 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: 122,232 shares; 2024Q4: 130,045 shares; 2025Q1: 103,101 shares; 2025Q2: not reported; 2025Q3: 104,822 shares; 2025Q4: 104,557 shares 104,557 $28.4M 2.25% -265 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: 152,813 shares; 2024Q4: 160,475 shares; 2025Q1: 113,395 shares; 2025Q2: 115,353 shares; 2025Q3: 117,144 shares; 2025Q4: 116,822 shares 116,822 $21.8M 1.72% -322 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: 60,320 shares; 2024Q4: 60,320 shares; 2025Q1: 60,320 shares; 2025Q2: 56,664 shares; 2025Q3: 56,664 shares; 2025Q4: 56,664 shares 56,664 $21.2M 1.67% 0 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: 152,971 shares; 2024Q4: 152,714 shares; 2025Q1: 151,850 shares; 2025Q2: 151,750 shares; 2025Q3: 151,750 shares; 2025Q4: 151,750 shares 151,750 $18.7M 1.48% 0 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: 44,954 shares; 2024Q4: 50,748 shares; 2025Q1: 36,597 shares; 2025Q2: 39,888 shares; 2025Q3: 38,788 shares; 2025Q4: 38,278 shares 38,278 $18.5M 1.46% -510 Timeline IVLU 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: 110,096 shares; 2024Q4: 563,695 shares; 2025Q1: 266,203 shares; 2025Q2: 338,038 shares; 2025Q3: 433,297 shares; 2025Q4: 438,891 shares 438,891 $16.7M 1.32% +5,594 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: 71,600 shares; 2024Q4: 70,143 shares; 2025Q1: 70,143 shares; 2025Q2: 70,046 shares; 2025Q3: 70,046 shares; 2025Q4: 70,046 shares 70,046 $14.9M 1.17% 0 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,111 shares; 2024Q4: 20,492 shares; 2025Q1: 20,340 shares; 2025Q2: 19,753 shares; 2025Q3: 19,780 shares; 2025Q4: 19,751 shares 19,751 $13.5M 1.06% -29 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: 52,019 shares; 2024Q4: 52,938 shares; 2025Q1: 38,450 shares; 2025Q2: 44,142 shares; 2025Q3: 40,920 shares; 2025Q4: 40,334 shares 40,334 $12.6M 1% -586 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: 32,950 shares; 2024Q4: 33,124 shares; 2025Q1: 34,530 shares; 2025Q2: 34,407 shares; 2025Q3: 34,389 shares; 2025Q4: 34,339 shares 34,339 $11.5M 0.91% -50 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: 42,186 shares; 2024Q4: 43,143 shares; 2025Q1: 32,171 shares; 2025Q2: 30,910 shares; 2025Q3: 32,247 shares; 2025Q4: 31,693 shares 31,693 $11M 0.87% -554 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: 29,155 shares; 2024Q4: 253,027 shares; 2025Q1: 79,463 shares; 2025Q2: 112,615 shares; 2025Q3: 108,835 shares; 2025Q4: 139,998 shares 139,998 $10.3M 0.81% +31,163 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: 13,000 shares; 2024Q4: 13,090 shares; 2025Q1: 13,084 shares; 2025Q2: 13,116 shares; 2025Q3: 13,114 shares; 2025Q4: 13,144 shares 13,144 $9M 0.71% +30 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: 99,674 shares; 2024Q4: 106,171 shares; 2025Q1: 105,809 shares; 2025Q2: 96,356 shares; 2025Q3: 94,319 shares; 2025Q4: 92,764 shares 92,764 $8.93M 0.71% -1,555 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: 226,095 shares; 2024Q4: 482,688 shares; 2025Q1: 483,146 shares; 2025Q2: 293,304 shares; 2025Q3: 287,723 shares; 2025Q4: 293,483 shares 293,483 $8.83M 0.7% +5,760 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: 46,092 shares; 2024Q4: 48,413 shares; 2025Q1: 33,214 shares; 2025Q2: not reported; 2025Q3: 35,353 shares; 2025Q4: 35,931 shares 35,931 $8.29M 0.66% +578 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: 71,957 shares; 2024Q4: 74,492 shares; 2025Q1: 71,162 shares; 2025Q2: 70,376 shares; 2025Q3: 67,927 shares; 2025Q4: 67,837 shares 67,837 $8.16M 0.64% -90 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: 17,454 shares; 2024Q4: 17,562 shares; 2025Q1: 15,735 shares; 2025Q2: not reported; 2025Q3: 16,005 shares; 2025Q4: 15,891 shares 15,891 $7.99M 0.63% -114 Timeline WTPI 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: 229,077 shares; 2024Q4: 351,711 shares; 2025Q1: 284,746 shares; 2025Q2: 361,053 shares; 2025Q3: 229,753 shares; 2025Q4: 228,617 shares 228,617 $7.55M 0.6% -1,136 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: 10,530 shares; 2024Q4: 12,072 shares; 2025Q1: 12,429 shares; 2025Q2: 10,956 shares; 2025Q3: 11,348 shares; 2025Q4: 11,323 shares 11,323 $7.1M 0.56% -25 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: 26,017 shares; 2024Q4: 26,345 shares; 2025Q1: 21,989 shares; 2025Q2: 24,421 shares; 2025Q3: 21,898 shares; 2025Q4: 21,617 shares 21,617 $6.97M 0.55% -281 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: 70,664 shares; 2024Q4: 75,710 shares; 2025Q1: 66,238 shares; 2025Q2: 165,779 shares; 2025Q3: 165,274 shares; 2025Q4: 162,154 shares 162,154 $6.51M 0.51% -3,120 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: 29,557 shares; 2024Q4: 24,837 shares; 2025Q1: 29,580 shares; 2025Q2: 19,442 shares; 2025Q3: 23,725 shares; 2025Q4: 30,358 shares 30,358 $6.43M 0.51% +6,633 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: 55,135 shares; 2024Q4: 59,591 shares; 2025Q1: 53,555 shares; 2025Q2: 60,344 shares; 2025Q3: 55,487 shares; 2025Q4: 55,107 shares 55,107 $6.14M 0.48% -380 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: 11,458 shares; 2024Q4: 12,250 shares; 2025Q1: 8,747 shares; 2025Q2: 9,295 shares; 2025Q3: 9,240 shares; 2025Q4: 9,078 shares 9,078 $5.99M 0.47% -162 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: 25,927 shares; 2024Q4: 25,391 shares; 2025Q1: 18,803 shares; 2025Q2: 17,983 shares; 2025Q3: 17,997 shares; 2025Q4: 18,225 shares 18,225 $5.72M 0.45% +228 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: 15,944 shares; 2024Q4: 18,348 shares; 2025Q1: 12,248 shares; 2025Q2: 11,831 shares; 2025Q3: 12,440 shares; 2025Q4: 12,438 shares 12,438 $5.59M 0.44% -2 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: 16,184 shares; 2024Q4: 17,464 shares; 2025Q1: 13,316 shares; 2025Q2: 15,285 shares; 2025Q3: 13,552 shares; 2025Q4: 13,248 shares 13,248 $4.65M 0.37% -304 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: 50,960 shares; 2024Q4: 52,727 shares; 2025Q1: 48,040 shares; 2025Q2: 46,663 shares; 2025Q3: 47,513 shares; 2025Q4: 47,285 shares 47,285 $4.41M 0.35% -228 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: 41,442 shares; 2024Q4: 99,132 shares; 2025Q1: 75,424 shares; 2025Q2: 72,184 shares; 2025Q3: 82,046 shares; 2025Q4: 78,870 shares 78,870 $4.24M 0.33% -3,176 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: 53,586 shares; 2024Q4: 49,898 shares; 2025Q1: 49,672 shares; 2025Q2: 49,712 shares; 2025Q3: 49,206 shares; 2025Q4: 46,569 shares 46,569 $4.17M 0.33% -2,637 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: 22,266 shares; 2024Q4: 23,068 shares; 2025Q1: 21,025 shares; 2025Q2: 20,902 shares; 2025Q3: 20,226 shares; 2025Q4: 20,107 shares 20,107 $4.16M 0.33% -119 Timeline FNDE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,373 shares; 2024Q4: 87,729 shares; 2025Q1: 89,503 shares; 2025Q2: 102,451 shares; 2025Q3: 104,324 shares; 2025Q4: 103,945 shares 103,945 $3.75M 0.3% -379 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: 38,459 shares; 2024Q4: 38,459 shares; 2025Q1: 38,635 shares; 2025Q2: 38,619 shares; 2025Q3: 38,809 shares; 2025Q4: 38,429 shares 38,429 $3.12M 0.25% -380 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: 5,217 shares; 2024Q4: 6,033 shares; 2025Q1: 5,502 shares; 2025Q2: 5,440 shares; 2025Q3: 5,418 shares; 2025Q4: 5,182 shares 5,182 $2.97M 0.23% -236 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: 24,520 shares; 2024Q4: 27,648 shares; 2025Q1: 38,125 shares; 2025Q2: 41,378 shares; 2025Q3: 40,379 shares; 2025Q4: 39,917 shares 39,917 $2.96M 0.23% -462 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: 23,318 shares; 2024Q4: 25,098 shares; 2025Q1: 21,337 shares; 2025Q2: 20,691 shares; 2025Q3: 20,345 shares; 2025Q4: 20,437 shares 20,437 $2.93M 0.23% +92 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: 4,651 shares; 2024Q4: 4,590 shares; 2025Q1: 3,607 shares; 2025Q2: 3,443 shares; 2025Q3: 3,328 shares; 2025Q4: 3,323 shares 3,323 $2.92M 0.23% -5 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: 4,050 shares; 2024Q4: 4,020 shares; 2025Q1: 2,855 shares; 2025Q2: 3,476 shares; 2025Q3: 2,658 shares; 2025Q4: 2,714 shares 2,714 $2.92M 0.23% +56 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: 19,497 shares; 2024Q4: 21,271 shares; 2025Q1: 20,489 shares; 2025Q2: 20,422 shares; 2025Q3: 20,290 shares; 2025Q4: 20,114 shares 20,114 $2.89M 0.23% -176 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: 6,211 shares; 2024Q4: 6,663 shares; 2025Q1: 4,829 shares; 2025Q2: 5,766 shares; 2025Q3: 5,081 shares; 2025Q4: 4,990 shares 4,990 $2.85M 0.23% -91 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: 16,401 shares; 2024Q4: 12,357 shares; 2025Q1: 13,075 shares; 2025Q2: 7,747 shares; 2025Q3: 7,757 shares; 2025Q4: 9,313 shares 9,313 $2.81M 0.22% +1,556 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: 6,635 shares; 2024Q4: 6,613 shares; 2025Q1: 6,588 shares; 2025Q2: 6,408 shares; 2025Q3: 5,977 shares; 2025Q4: 5,923 shares 5,923 $2.8M 0.22% -54 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: 12,826 shares; 2024Q4: 12,826 shares; 2025Q1: 12,826 shares; 2025Q2: 12,826 shares; 2025Q3: 12,826 shares; 2025Q4: 12,826 shares 12,826 $2.68M 0.21% 0 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: 20,292 shares; 2024Q4: 24,168 shares; 2025Q1: 22,173 shares; 2025Q2: not reported; 2025Q3: 21,438 shares; 2025Q4: 21,114 shares 21,114 $2.65M 0.21% -324 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: 11,135 shares; 2024Q4: 11,050 shares; 2025Q1: 8,823 shares; 2025Q2: 9,708 shares; 2025Q3: 8,815 shares; 2025Q4: 8,915 shares 8,915 $2.64M 0.21% +100 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: 6,624 shares; 2024Q4: 9,337 shares; 2025Q1: 9,119 shares; 2025Q2: 9,096 shares; 2025Q3: 8,634 shares; 2025Q4: 8,380 shares 8,380 $2.55M 0.2% -254 Timeline CATH GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,509 shares; 2024Q4: 48,540 shares; 2025Q1: 48,655 shares; 2025Q2: 35,933 shares; 2025Q3: 33,163 shares; 2025Q4: 29,576 shares 29,576 $2.43M 0.19% -3,587 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: 12,863 shares; 2024Q4: 10,759 shares; 2025Q1: 10,523 shares; 2025Q2: 8,587 shares; 2025Q3: 8,727 shares; 2025Q4: 9,176 shares 9,176 $2.26M 0.18% +449 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: 7,456 shares; 2024Q4: 7,885 shares; 2025Q1: 6,843 shares; 2025Q2: 7,450 shares; 2025Q3: 7,201 shares; 2025Q4: 6,309 shares 6,309 $2.17M 0.17% -892 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: 573 shares; 2024Q4: 3,709 shares; 2025Q1: 3,704 shares; 2025Q2: 3,593 shares; 2025Q3: 3,584 shares; 2025Q4: 3,584 shares 3,584 $2.16M 0.17% 0 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: 16,123 shares; 2024Q4: 18,805 shares; 2025Q1: 16,108 shares; 2025Q2: 15,967 shares; 2025Q3: 14,211 shares; 2025Q4: 13,512 shares 13,512 $2.06M 0.16% -699 Timeline WWJD NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,951 shares; 2024Q4: 33,646 shares; 2025Q1: 24,721 shares; 2025Q2: 41,589 shares; 2025Q3: 47,209 shares; 2025Q4: 55,724 shares 55,724 $2.03M 0.16% +8,515 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: 456 shares; 2024Q4: 461 shares; 2025Q1: 398 shares; 2025Q2: 394 shares; 2025Q3: 378 shares; 2025Q4: 379 shares 379 $2.03M 0.16% +1 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: 5,362 shares; 2024Q4: 17,710 shares; 2025Q1: 17,710 shares; 2025Q2: 17,887 shares; 2025Q3: 17,779 shares; 2025Q4: 17,549 shares 17,549 $2M 0.16% -230 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: 13,606 shares; 2024Q4: 13,428 shares; 2025Q1: 11,298 shares; 2025Q2: 12,140 shares; 2025Q3: 11,535 shares; 2025Q4: 10,211 shares 10,211 $1.99M 0.16% -1,324 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: 20,824 shares; 2024Q4: 24,817 shares; 2025Q1: 23,590 shares; 2025Q2: 26,529 shares; 2025Q3: 24,681 shares; 2025Q4: 24,555 shares 24,555 $1.97M 0.16% -126 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: 15,123 shares; 2024Q4: 15,572 shares; 2025Q1: 26,932 shares; 2025Q2: 29,570 shares; 2025Q3: 29,664 shares; 2025Q4: 29,763 shares 29,763 $1.96M 0.16% +99 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: 2,936 shares; 2024Q4: 3,091 shares; 2025Q1: 2,043 shares; 2025Q2: 2,264 shares; 2025Q3: 2,163 shares; 2025Q4: 20,860 shares 20,860 $1.96M 0.15% +18,697 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: 12,243 shares; 2024Q4: 86,816 shares; 2025Q1: not reported; 2025Q2: 30,075 shares; 2025Q3: 30,075 shares; 2025Q4: 41,920 shares 41,920 $1.95M 0.15% +11,845 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: 11,969 shares; 2024Q4: 13,054 shares; 2025Q1: 11,149 shares; 2025Q2: 10,468 shares; 2025Q3: 10,207 shares; 2025Q4: 9,943 shares 9,943 $1.94M 0.15% -264 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: 2,469 shares; 2024Q4: 3,365 shares; 2025Q1: 3,311 shares; 2025Q2: not reported; 2025Q3: 3,174 shares; 2025Q4: 3,156 shares 3,156 $1.94M 0.15% -18 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: 13,889 shares; 2024Q4: 13,889 shares; 2025Q1: 13,889 shares; 2025Q2: 13,889 shares; 2025Q3: 13,399 shares; 2025Q4: 13,413 shares 13,413 $1.84M 0.15% +14 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: 28,550 shares; 2024Q4: 31,498 shares; 2025Q1: 25,939 shares; 2025Q2: 28,892 shares; 2025Q3: 25,061 shares; 2025Q4: 23,663 shares 23,663 $1.82M 0.14% -1,398 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: 6,821 shares; 2024Q4: 6,790 shares; 2025Q1: 5,499 shares; 2025Q2: 5,388 shares; 2025Q3: 5,779 shares; 2025Q4: 5,855 shares 5,855 $1.82M 0.14% +76 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: 2,835 shares; 2024Q4: 2,814 shares; 2025Q1: 2,008 shares; 2025Q2: 2,760 shares; 2025Q3: 2,200 shares; 2025Q4: 2,104 shares 2,104 $1.81M 0.14% -96 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: 12,865 shares; 2024Q4: 16,407 shares; 2025Q1: 11,933 shares; 2025Q2: 11,905 shares; 2025Q3: 12,784 shares; 2025Q4: 13,088 shares 13,088 $1.74M 0.14% +304 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: 17,898 shares; 2024Q4: 17,847 shares; 2025Q1: 17,185 shares; 2025Q2: not reported; 2025Q3: 17,431 shares; 2025Q4: 17,611 shares 17,611 $1.72M 0.14% +180 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: 2,287 shares; 2024Q4: 2,279 shares; 2025Q1: 2,279 shares; 2025Q2: 2,279 shares; 2025Q3: 2,279 shares; 2025Q4: 2,279 shares 2,279 $1.72M 0.14% 0 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: 5,647 shares; 2024Q4: 5,555 shares; 2025Q1: 4,612 shares; 2025Q2: not reported; 2025Q3: 4,619 shares; 2025Q4: 4,561 shares 4,561 $1.69M 0.13% -58 Timeline AOS SMITH A O CORP More: the full row for SMITH A O CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,071 shares; 2024Q4: 49,070 shares; 2025Q1: 49,034 shares; 2025Q2: 49,034 shares; 2025Q3: 24,567 shares; 2025Q4: 24,567 shares 24,567 $1.64M 0.13% 0 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: 11,735 shares; 2024Q4: 10,494 shares; 2025Q1: 7,781 shares; 2025Q2: 7,513 shares; 2025Q3: 6,931 shares; 2025Q4: 6,990 shares 6,990 $1.6M 0.13% +59 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: 13,489 shares; 2024Q4: 17,456 shares; 2025Q1: 17,456 shares; 2025Q2: 16,980 shares; 2025Q3: 16,890 shares; 2025Q4: 16,590 shares 16,590 $1.59M 0.13% -300 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: 23,629 shares; 2024Q4: 16,973 shares; 2025Q1: 15,383 shares; 2025Q2: 14,714 shares; 2025Q3: 14,834 shares; 2025Q4: 15,133 shares 15,133 $1.59M 0.13% +299 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: 19,910 shares; 2024Q4: 20,327 shares; 2025Q1: 18,196 shares; 2025Q2: 17,771 shares; 2025Q3: 19,781 shares; 2025Q4: 19,743 shares 19,743 $1.56M 0.12% -38 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: 6,007 shares; 2024Q4: 6,002 shares; 2025Q1: 5,921 shares; 2025Q2: 4,947 shares; 2025Q3: 4,805 shares; 2025Q4: 4,805 shares 4,805 $1.55M 0.12% 0 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,640 shares; 2025Q2: 52,570 shares; 2025Q3: 52,570 shares; 2025Q4: 57,413 shares 57,413 $1.54M 0.12% +4,843 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: 21,862 shares; 2024Q4: 22,868 shares; 2025Q1: 20,629 shares; 2025Q2: 21,338 shares; 2025Q3: 23,365 shares; 2025Q4: 22,012 shares 22,012 $1.54M 0.12% -1,353 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,283 shares; 2024Q4: 41,884 shares; 2025Q1: 36,594 shares; 2025Q2: 32,627 shares; 2025Q3: 31,239 shares; 2025Q4: 30,609 shares 30,609 $1.53M 0.12% -630 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: 37,975 shares; 2024Q4: 38,939 shares; 2025Q1: 29,490 shares; 2025Q2: not reported; 2025Q3: 27,243 shares; 2025Q4: 26,954 shares 26,954 $1.48M 0.12% -289 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: 6,445 shares; 2024Q4: 6,435 shares; 2025Q1: 4,666 shares; 2025Q2: 4,658 shares; 2025Q3: 4,626 shares; 2025Q4: 4,635 shares 4,635 $1.43M 0.11% +9 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: 3,378 shares; 2024Q4: 3,385 shares; 2025Q1: 2,924 shares; 2025Q2: 2,782 shares; 2025Q3: 2,959 shares; 2025Q4: 3,045 shares 3,045 $1.42M 0.11% +86 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: 34,660 shares; 2024Q4: 38,907 shares; 2025Q1: 35,198 shares; 2025Q2: 35,781 shares; 2025Q3: 38,646 shares; 2025Q4: 34,726 shares 34,726 $1.41M 0.11% -3,920 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: 9,019 shares; 2024Q4: 10,376 shares; 2025Q1: 10,199 shares; 2025Q2: not reported; 2025Q3: 10,556 shares; 2025Q4: 10,437 shares 10,437 $1.41M 0.11% -119 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,111 shares; 2024Q4: 9,144 shares; 2025Q1: 8,851 shares; 2025Q2: 8,776 shares; 2025Q3: 8,776 shares; 2025Q4: 8,776 shares 8,776 $1.41M 0.11% 0 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: 10,240 shares; 2024Q4: 9,775 shares; 2025Q1: 9,742 shares; 2025Q2: 9,961 shares; 2025Q3: 9,907 shares; 2025Q4: 9,907 shares 9,907 $1.4M 0.11% 0 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: 5,581 shares; 2024Q4: 5,581 shares; 2025Q1: 4,367 shares; 2025Q2: not reported; 2025Q3: 4,223 shares; 2025Q4: 4,104 shares 4,104 $1.39M 0.11% -119 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: 11,112 shares; 2024Q4: 11,254 shares; 2025Q1: 9,812 shares; 2025Q2: 10,163 shares; 2025Q3: 8,092 shares; 2025Q4: 7,700 shares 7,700 $1.37M 0.11% -392 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: 10,057 shares; 2024Q4: 11,527 shares; 2025Q1: 9,560 shares; 2025Q2: 9,174 shares; 2025Q3: 8,355 shares; 2025Q4: 8,489 shares 8,489 $1.36M 0.11% +134 Timeline LOPE GRAND CANYON ED INC More: the full row for GRAND CANYON ED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,685 shares; 2024Q4: 15,893 shares; 2025Q1: 11,437 shares; 2025Q2: 8,435 shares; 2025Q3: 8,240 shares; 2025Q4: 8,014 shares 8,014 $1.33M 0.11% -226 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: 5,078 shares; 2024Q4: 4,927 shares; 2025Q1: 4,311 shares; 2025Q2: 4,150 shares; 2025Q3: 4,374 shares; 2025Q4: 4,360 shares 4,360 $1.33M 0.11% -14 Timeline OEF 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: 4,390 shares; 2024Q4: 4,472 shares; 2025Q1: 4,472 shares; 2025Q2: 3,796 shares; 2025Q3: 3,810 shares; 2025Q4: 3,810 shares 3,810 $1.31M 0.1% 0 Timeline RBA RB GLOBAL INC More: the full row for RB GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,136 shares; 2024Q4: 26,926 shares; 2025Q1: 17,902 shares; 2025Q2: 12,741 shares; 2025Q3: 13,300 shares; 2025Q4: 12,631 shares 12,631 $1.3M 0.1% -669 Timeline SCHE 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: 10,292 shares; 2025Q1: not reported; 2025Q2: 39,468 shares; 2025Q3: 39,468 shares; 2025Q4: 39,468 shares 39,468 $1.29M 0.1% 0 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: 1,399 shares; 2024Q4: 2,159 shares; 2025Q1: 1,675 shares; 2025Q2: 1,909 shares; 2025Q3: 1,829 shares; 2025Q4: 8,357 shares 8,357 $1.28M 0.1% +6,528 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: 5,684 shares; 2024Q4: 6,184 shares; 2025Q1: 5,385 shares; 2025Q2: 4,453 shares; 2025Q3: 4,732 shares; 2025Q4: 4,709 shares 4,709 $1.26M 0.1% -23 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: 592 shares; 2024Q4: 606 shares; 2025Q1: 627 shares; 2025Q2: 771 shares; 2025Q3: 930 shares; 2025Q4: 1,144 shares 1,144 $1.22M 0.1% +214 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: 8,578 shares; 2024Q4: 8,578 shares; 2025Q1: 8,578 shares; 2025Q2: 8,578 shares; 2025Q3: 8,578 shares; 2025Q4: 8,598 shares 8,598 $1.21M 0.1% +20 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: 5,196 shares; 2024Q4: 6,104 shares; 2025Q1: 5,416 shares; 2025Q2: 7,317 shares; 2025Q3: 5,249 shares; 2025Q4: 5,203 shares 5,203 $1.2M 0.1% -46 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: 1,352 shares; 2025Q1: 1,178 shares; 2025Q2: 1,140 shares; 2025Q3: 1,140 shares; 2025Q4: 1,107 shares 1,107 $1.18M 0.09% -33 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: 2,104 shares; 2024Q4: 2,300 shares; 2025Q1: 1,615 shares; 2025Q2: 1,968 shares; 2025Q3: 1,887 shares; 2025Q4: 1,786 shares 1,786 $1.18M 0.09% -101 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,535 shares; 2025Q1: 4,452 shares; 2025Q2: 4,317 shares; 2025Q3: 6,698 shares; 2025Q4: 6,568 shares 6,568 $1.17M 0.09% -130 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: 56,630 shares; 2024Q4: 54,912 shares; 2025Q1: 43,565 shares; 2025Q2: 44,879 shares; 2025Q3: 46,997 shares; 2025Q4: 45,724 shares 45,724 $1.14M 0.09% -1,273 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: 8,379 shares; 2024Q4: 8,426 shares; 2025Q1: 6,049 shares; 2025Q2: not reported; 2025Q3: 5,852 shares; 2025Q4: 6,039 shares 6,039 $1.11M 0.09% +187 Timeline FIVE FIVE BELOW INC More: the full row for FIVE BELOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,653 shares; 2024Q4: 12,149 shares; 2025Q1: 7,933 shares; 2025Q2: 5,257 shares; 2025Q3: 5,901 shares; 2025Q4: 5,796 shares 5,796 $1.09M 0.09% -105 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: 3,340 shares; 2024Q4: 3,402 shares; 2025Q1: 2,628 shares; 2025Q2: 2,551 shares; 2025Q3: 2,586 shares; 2025Q4: 2,513 shares 2,513 $1.07M 0.08% -73 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: 10,551 shares; 2024Q4: 10,057 shares; 2025Q1: 9,961 shares; 2025Q2: 10,644 shares; 2025Q3: 11,700 shares; 2025Q4: 14,375 shares 14,375 $1.06M 0.08% +2,675 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: 7,341 shares; 2024Q4: 8,069 shares; 2025Q1: 7,420 shares; 2025Q2: 8,146 shares; 2025Q3: 6,590 shares; 2025Q4: 6,025 shares 6,025 $1.05M 0.08% -565 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: 12,686 shares; 2024Q4: 12,959 shares; 2025Q1: 9,266 shares; 2025Q2: 10,640 shares; 2025Q3: 12,301 shares; 2025Q4: 11,819 shares 11,819 $1.03M 0.08% -482 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: 14,842 shares; 2024Q4: 13,560 shares; 2025Q1: 10,010 shares; 2025Q2: 8,923 shares; 2025Q3: 8,836 shares; 2025Q4: 8,802 shares 8,802 $1.03M 0.08% -34 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: 5,433 shares; 2024Q4: 5,428 shares; 2025Q1: 5,437 shares; 2025Q2: not reported; 2025Q3: 5,358 shares; 2025Q4: 4,881 shares 4,881 $1.02M 0.08% -477 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,144 shares; 2024Q4: 4,828 shares; 2025Q1: 3,068 shares; 2025Q2: 1,941 shares; 2025Q3: 2,211 shares; 2025Q4: 1,797 shares 1,797 $1.01M 0.08% -414 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: 18,174 shares; 2024Q4: 18,174 shares; 2025Q1: 18,498 shares; 2025Q2: 18,174 shares; 2025Q3: 18,174 shares; 2025Q4: 18,356 shares 18,356 $1.01M 0.08% +182 Timeline USMV 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: 10,399 shares; 2025Q1: 10,399 shares; 2025Q2: 10,571 shares; 2025Q3: 10,571 shares; 2025Q4: 10,571 shares 10,571 $995K 0.08% 0 Timeline EXLS EXLSERVICE HLDGS INC More: the full row for EXLSERVICE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,150 shares; 2024Q4: 35,179 shares; 2025Q1: 28,340 shares; 2025Q2: 21,330 shares; 2025Q3: 23,476 shares; 2025Q4: 23,405 shares 23,405 $993K 0.08% -71 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: 7,421 shares; 2024Q4: 5,435 shares; 2025Q1: 3,401 shares; 2025Q2: not reported; 2025Q3: 4,635 shares; 2025Q4: 4,570 shares 4,570 $979K 0.08% -65 Timeline IBD NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,301 shares; 2024Q4: 42,358 shares; 2025Q1: 42,648 shares; 2025Q2: 42,538 shares; 2025Q3: 39,310 shares; 2025Q4: 40,269 shares 40,269 $975K 0.08% +959 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: 1,795 shares; 2024Q4: 1,827 shares; 2025Q1: 1,173 shares; 2025Q2: 1,006 shares; 2025Q3: 1,078 shares; 2025Q4: 1,039 shares 1,039 $970K 0.08% -39 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: 4,288 shares; 2024Q4: 3,587 shares; 2025Q1: 2,671 shares; 2025Q2: 2,565 shares; 2025Q3: 2,352 shares; 2025Q4: 2,257 shares 2,257 $966K 0.08% -95 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: 1,588 shares; 2024Q4: 1,852 shares; 2025Q1: 1,249 shares; 2025Q2: 1,252 shares; 2025Q3: 1,447 shares; 2025Q4: 1,466 shares 1,466 $958K 0.08% +19 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: 6,718 shares; 2024Q4: 6,382 shares; 2025Q1: 4,234 shares; 2025Q2: 4,001 shares; 2025Q3: 3,819 shares; 2025Q4: 3,565 shares 3,565 $944K 0.07% -254 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: 3,785 shares; 2024Q4: 3,790 shares; 2025Q1: not reported; 2025Q2: 2,072 shares; 2025Q3: 2,997 shares; 2025Q4: 3,289 shares 3,289 $939K 0.07% +292 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: 4,409 shares; 2024Q4: 5,205 shares; 2025Q1: 3,606 shares; 2025Q2: 3,620 shares; 2025Q3: 2,642 shares; 2025Q4: 2,831 shares 2,831 $935K 0.07% +189 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: 3,490 shares; 2024Q4: 3,474 shares; 2025Q1: 2,716 shares; 2025Q2: 2,369 shares; 2025Q3: 2,721 shares; 2025Q4: 2,643 shares 2,643 $925K 0.07% -78 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: 2,100 shares; 2024Q4: 2,262 shares; 2025Q1: 1,486 shares; 2025Q2: 1,598 shares; 2025Q3: 1,506 shares; 2025Q4: 1,578 shares 1,578 $894K 0.07% +72 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: 2,097 shares; 2024Q4: 2,069 shares; 2025Q1: 1,557 shares; 2025Q2: 1,491 shares; 2025Q3: 1,509 shares; 2025Q4: 1,520 shares 1,520 $881K 0.07% +11 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: 8,776 shares; 2025Q1: 6,062 shares; 2025Q2: not reported; 2025Q3: 6,894 shares; 2025Q4: 6,698 shares 6,698 $878K 0.07% -196 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: 7,812 shares; 2024Q4: 7,282 shares; 2025Q1: 5,452 shares; 2025Q2: 7,118 shares; 2025Q3: 5,414 shares; 2025Q4: 5,124 shares 5,124 $876K 0.07% -290 Timeline ENSG ENSIGN GROUP INC More: the full row for ENSIGN GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,482 shares; 2024Q4: 12,093 shares; 2025Q1: 7,745 shares; 2025Q2: 5,192 shares; 2025Q3: 5,474 shares; 2025Q4: 5,006 shares 5,006 $872K 0.07% -468 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: 9,697 shares; 2024Q4: 9,697 shares; 2025Q1: 9,696 shares; 2025Q2: 9,696 shares; 2025Q3: 9,696 shares; 2025Q4: 9,696 shares 9,696 $867K 0.07% 0 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: 4,615 shares; 2025Q1: 4,607 shares; 2025Q2: 5,996 shares; 2025Q3: 4,724 shares; 2025Q4: 5,057 shares 5,057 $866K 0.07% +333 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: 3,475 shares; 2024Q4: 3,475 shares; 2025Q1: 3,475 shares; 2025Q2: 3,354 shares; 2025Q3: 3,354 shares; 2025Q4: 3,354 shares 3,354 $865K 0.07% 0 Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,013 shares; 2024Q4: 5,149 shares; 2025Q1: 4,634 shares; 2025Q2: 2,843 shares; 2025Q3: 2,809 shares; 2025Q4: 2,672 shares 2,672 $865K 0.07% -137 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: 20,166 shares; 2024Q4: 17,510 shares; 2025Q1: 16,215 shares; 2025Q2: 23,638 shares; 2025Q3: 32,362 shares; 2025Q4: 33,989 shares 33,989 $852K 0.07% +1,627 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: 3,695 shares; 2024Q4: 3,751 shares; 2025Q1: 2,259 shares; 2025Q2: 2,102 shares; 2025Q3: 2,686 shares; 2025Q4: 2,675 shares 2,675 $852K 0.07% -11 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: 11,036 shares; 2024Q4: 10,767 shares; 2025Q1: 8,678 shares; 2025Q2: 7,909 shares; 2025Q3: 9,275 shares; 2025Q4: 9,018 shares 9,018 $844K 0.07% -257 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: 10,548 shares; 2024Q4: 10,295 shares; 2025Q1: 6,955 shares; 2025Q2: 7,909 shares; 2025Q3: 8,491 shares; 2025Q4: 8,829 shares 8,829 $842K 0.07% +338 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,538 shares; 2024Q4: 4,531 shares; 2025Q1: 4,462 shares; 2025Q2: 6,368 shares; 2025Q3: 7,618 shares; 2025Q4: 10,636 shares 10,636 $837K 0.07% +3,018 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: 4,113 shares; 2024Q4: 4,188 shares; 2025Q1: 3,332 shares; 2025Q2: 3,259 shares; 2025Q3: 3,553 shares; 2025Q4: 3,459 shares 3,459 $834K 0.07% -94 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: 11,112 shares; 2024Q4: 11,805 shares; 2025Q1: 9,167 shares; 2025Q2: 12,208 shares; 2025Q3: 9,064 shares; 2025Q4: 8,683 shares 8,683 $834K 0.07% -381 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: 1,404 shares; 2024Q4: 1,466 shares; 2025Q1: 1,370 shares; 2025Q2: 1,818 shares; 2025Q3: 1,733 shares; 2025Q4: 1,590 shares 1,590 $831K 0.07% -143 Timeline SPSC SPS COMM INC More: the full row for SPS COMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,787 shares; 2024Q4: 14,831 shares; 2025Q1: 9,869 shares; 2025Q2: 8,374 shares; 2025Q3: 8,552 shares; 2025Q4: 9,112 shares 9,112 $812K 0.06% +560 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: 32,181 shares; 2024Q4: 31,810 shares; 2025Q1: 24,876 shares; 2025Q2: 31,992 shares; 2025Q3: 31,238 shares; 2025Q4: 32,412 shares 32,412 $807K 0.06% +1,174 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: 4,913 shares; 2024Q4: 3,950 shares; 2025Q1: 3,950 shares; 2025Q2: 3,930 shares; 2025Q3: 3,835 shares; 2025Q4: 3,835 shares 3,835 $807K 0.06% 0 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: 7,507 shares; 2024Q4: 10,220 shares; 2025Q1: 9,911 shares; 2025Q2: 10,242 shares; 2025Q3: 11,008 shares; 2025Q4: 10,921 shares 10,921 $807K 0.06% -87 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: 8,312 shares; 2024Q4: 8,333 shares; 2025Q1: 4,185 shares; 2025Q2: 3,854 shares; 2025Q3: 5,161 shares; 2025Q4: 5,227 shares 5,227 $803K 0.06% +66 Timeline ASB ASSOCIATED BANC-CORP More: the full row for ASSOCIATED BANC-CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,972 shares; 2024Q4: 46,083 shares; 2025Q1: 34,828 shares; 2025Q2: not reported; 2025Q3: 31,898 shares; 2025Q4: 30,734 shares 30,734 $792K 0.06% -1,164 Timeline HYMB 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: 20,980 shares; 2024Q4: 34,423 shares; 2025Q1: 19,554 shares; 2025Q2: 37,276 shares; 2025Q3: 34,244 shares; 2025Q4: 31,739 shares 31,739 $792K 0.06% -2,505 Timeline TECH BIO-TECHNE CORP More: the full row for BIO-TECHNE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,705 shares; 2024Q4: 16,038 shares; 2025Q1: 15,258 shares; 2025Q2: 12,050 shares; 2025Q3: 13,154 shares; 2025Q4: 13,425 shares 13,425 $790K 0.06% +271 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: 7,600 shares; 2024Q4: 7,600 shares; 2025Q1: 7,600 shares; 2025Q2: 7,600 shares; 2025Q3: 8,854 shares; 2025Q4: 7,600 shares 7,600 $779K 0.06% -1,254 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: 7,772 shares; 2024Q4: 7,892 shares; 2025Q1: 7,381 shares; 2025Q2: 7,859 shares; 2025Q3: 7,903 shares; 2025Q4: 7,569 shares 7,569 $764K 0.06% -334 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: 6,873 shares; 2024Q4: 6,986 shares; 2025Q1: 6,963 shares; 2025Q2: 6,711 shares; 2025Q3: 6,988 shares; 2025Q4: 6,627 shares 6,627 $761K 0.06% -361 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,496 shares; 2025Q2: 5,496 shares; 2025Q3: 5,496 shares; 2025Q4: 5,496 shares 5,496 $758K 0.06% 0 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: not reported; 2025Q3: 1 shares; 2025Q4: 1 shares 1 $755K 0.06% 0 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: 6,367 shares; 2024Q4: 7,519 shares; 2025Q1: 5,813 shares; 2025Q2: 7,382 shares; 2025Q3: 7,406 shares; 2025Q4: 7,530 shares 7,530 $752K 0.06% +124 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,984 shares; 2024Q4: 9,362 shares; 2025Q1: 8,780 shares; 2025Q2: not reported; 2025Q3: 8,836 shares; 2025Q4: 8,741 shares 8,741 $745K 0.06% -95 Timeline IDA IDACORP INC More: the full row for IDACORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,374 shares; 2024Q4: 9,892 shares; 2025Q1: 6,628 shares; 2025Q2: 5,100 shares; 2025Q3: 5,505 shares; 2025Q4: 5,680 shares 5,680 $719K 0.06% +175 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: 7,518 shares; 2024Q4: 7,859 shares; 2025Q1: 6,121 shares; 2025Q2: 7,032 shares; 2025Q3: 6,598 shares; 2025Q4: 6,304 shares 6,304 $717K 0.06% -294 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: 3,691 shares; 2024Q4: 3,667 shares; 2025Q1: 2,293 shares; 2025Q2: not reported; 2025Q3: 2,840 shares; 2025Q4: 2,789 shares 2,789 $717K 0.06% -51 Timeline NPO ENPRO INC More: the full row for ENPRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,596 shares; 2024Q4: 6,702 shares; 2025Q1: 4,248 shares; 2025Q2: 3,103 shares; 2025Q3: 3,420 shares; 2025Q4: 3,335 shares 3,335 $714K 0.06% -85 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: not reported; 2024Q4: 3,461 shares; 2025Q1: 3,157 shares; 2025Q2: 2,243 shares; 2025Q3: 2,451 shares; 2025Q4: 2,437 shares 2,437 $704K 0.06% -14 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: not reported; 2024Q4: 1,375 shares; 2025Q1: 1,410 shares; 2025Q2: 939 shares; 2025Q3: 1,046 shares; 2025Q4: 1,258 shares 1,258 $695K 0.05% +212 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,912 shares; 2024Q4: 22,287 shares; 2025Q1: 22,344 shares; 2025Q2: 24,939 shares; 2025Q3: 30,652 shares; 2025Q4: 42,992 shares 42,992 $682K 0.05% +12,340 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,972 shares; 2025Q3: 24,972 shares; 2025Q4: 24,972 shares 24,972 $679K 0.05% 0 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: 13,184 shares; 2024Q4: 13,795 shares; 2025Q1: 9,296 shares; 2025Q2: 6,297 shares; 2025Q3: 6,199 shares; 2025Q4: 6,178 shares 6,178 $677K 0.05% -21 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 403 shares; 2025Q1: 416 shares; 2025Q2: 613 shares; 2025Q3: 533 shares; 2025Q4: 509 shares 509 $677K 0.05% -24 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: not reported; 2024Q4: 6,600 shares; 2025Q1: 6,600 shares; 2025Q2: 6,600 shares; 2025Q3: 6,600 shares; 2025Q4: 6,600 shares 6,600 $677K 0.05% 0 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: not reported; 2024Q4: 402 shares; 2025Q1: 384 shares; 2025Q2: 283 shares; 2025Q3: 318 shares; 2025Q4: 314 shares 314 $675K 0.05% -4 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,211 shares; 2024Q4: 1,247 shares; 2025Q1: 1,253 shares; 2025Q2: 1,394 shares; 2025Q3: 2,045 shares; 2025Q4: 2,773 shares 2,773 $674K 0.05% +728 Timeline WK WORKIVA INC More: the full row for WORKIVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,089 shares; 2024Q4: 14,248 shares; 2025Q1: 11,097 shares; 2025Q2: 6,871 shares; 2025Q3: 7,475 shares; 2025Q4: 7,555 shares 7,555 $652K 0.05% +80 Timeline SIGI SELECTIVE INS GROUP INC More: the full row for SELECTIVE INS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,236 shares; 2024Q4: 15,118 shares; 2025Q1: 9,233 shares; 2025Q2: 6,984 shares; 2025Q3: 7,087 shares; 2025Q4: 7,683 shares 7,683 $643K 0.05% +596 Timeline PCTY PAYLOCITY HLDG CORP More: the full row for PAYLOCITY HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,990 shares; 2024Q4: 7,828 shares; 2025Q1: 5,847 shares; 2025Q2: 4,302 shares; 2025Q3: 4,238 shares; 2025Q4: 4,204 shares 4,204 $641K 0.05% -34 Timeline ICLR ICON PUB LTD CO More: the full row for ICON PUB LTD CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,046 shares; 2024Q4: 3,031 shares; 2025Q1: 3,743 shares; 2025Q2: 3,062 shares; 2025Q3: 3,532 shares; 2025Q4: 3,501 shares 3,501 $638K 0.05% -31 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: 1,008 shares; 2024Q4: 3,171 shares; 2025Q1: 2,497 shares; 2025Q2: 1,886 shares; 2025Q3: 2,452 shares; 2025Q4: 2,520 shares 2,520 $637K 0.05% +68 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,945 shares; 2025Q1: 15,945 shares; 2025Q2: 15,945 shares; 2025Q3: 15,945 shares; 2025Q4: 15,945 shares 15,945 $631K 0.05% 0 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: 2,454 shares; 2024Q4: 3,339 shares; 2025Q1: 2,548 shares; 2025Q2: 2,435 shares; 2025Q3: 2,782 shares; 2025Q4: 2,633 shares 2,633 $631K 0.05% -149 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: 32,677 shares; 2024Q4: 23,738 shares; 2025Q1: 5,655 shares; 2025Q2: 5,367 shares; 2025Q3: 6,712 shares; 2025Q4: 9,076 shares 9,076 $612K 0.05% +2,364 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: 1,964 shares; 2024Q4: 1,957 shares; 2025Q1: 1,445 shares; 2025Q2: 1,424 shares; 2025Q3: 1,898 shares; 2025Q4: 2,219 shares 2,219 $611K 0.05% +321 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,045 shares; 2024Q4: 30,962 shares; 2025Q1: 30,993 shares; 2025Q2: 35,345 shares; 2025Q3: 41,928 shares; 2025Q4: 51,878 shares 51,878 $609K 0.05% +9,950 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: 845 shares; 2024Q4: 793 shares; 2025Q1: 490 shares; 2025Q2: 774 shares; 2025Q3: 497 shares; 2025Q4: 498 shares 498 $605K 0.05% +1 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: not reported; 2024Q4: 16,067 shares; 2025Q1: 14,495 shares; 2025Q2: 10,009 shares; 2025Q3: 10,002 shares; 2025Q4: 10,080 shares 10,080 $605K 0.05% +78 Timeline SF STIFEL FINL CORP More: the full row for STIFEL FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,348 shares; 2024Q4: 10,644 shares; 2025Q1: 7,566 shares; 2025Q2: 5,093 shares; 2025Q3: 5,085 shares; 2025Q4: 4,828 shares 4,828 $605K 0.05% -257 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: 3,974 shares; 2024Q4: 3,964 shares; 2025Q1: 5,207 shares; 2025Q2: 2,255 shares; 2025Q3: 2,268 shares; 2025Q4: 2,078 shares 2,078 $603K 0.05% -190 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,009 shares; 2024Q4: 2,493 shares; 2025Q1: 2,073 shares; 2025Q2: 1,610 shares; 2025Q3: 1,967 shares; 2025Q4: 1,873 shares 1,873 $599K 0.05% -94 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: 4,336 shares; 2024Q4: 4,458 shares; 2025Q1: 4,437 shares; 2025Q2: 5,075 shares; 2025Q3: 5,879 shares; 2025Q4: 7,712 shares 7,712 $597K 0.05% +1,833 Timeline MC MOELIS & CO More: the full row for MOELIS & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,976 shares; 2024Q4: 17,801 shares; 2025Q1: 11,519 shares; 2025Q2: 6,884 shares; 2025Q3: 8,667 shares; 2025Q4: 8,612 shares 8,612 $592K 0.05% -55 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,748 shares; 2025Q3: 4,748 shares; 2025Q4: 4,861 shares 4,861 $592K 0.05% +113 Timeline PRVA PRIVIA HEALTH GROUP INC More: the full row for PRIVIA HEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,130 shares; 2024Q4: 41,202 shares; 2025Q1: 38,916 shares; 2025Q2: 25,901 shares; 2025Q3: 24,734 shares; 2025Q4: 24,954 shares 24,954 $592K 0.05% +220 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: 2,754 shares; 2024Q4: 3,107 shares; 2025Q1: 1,399 shares; 2025Q2: 1,266 shares; 2025Q3: 1,666 shares; 2025Q4: 1,666 shares 1,666 $589K 0.05% 0 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,018 shares; 2024Q4: 4,908 shares; 2025Q1: 4,796 shares; 2025Q2: not reported; 2025Q3: 5,085 shares; 2025Q4: 5,036 shares 5,036 $585K 0.05% -49 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: not reported; 2024Q4: 1,330 shares; 2025Q1: 1,195 shares; 2025Q2: 1,214 shares; 2025Q3: 1,273 shares; 2025Q4: 1,247 shares 1,247 $585K 0.05% -26 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: 756 shares; 2024Q4: 3,183 shares; 2025Q1: 2,788 shares; 2025Q2: 2,005 shares; 2025Q3: 2,283 shares; 2025Q4: 2,107 shares 2,107 $580K 0.05% -176 Timeline AUB ATLANTIC UN BANKSHARES CORP More: the full row for ATLANTIC UN BANKSHARES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,998 shares; 2024Q4: 23,751 shares; 2025Q1: 16,378 shares; 2025Q2: 10,123 shares; 2025Q3: 16,653 shares; 2025Q4: 16,312 shares 16,312 $576K 0.05% -341 Timeline XLV 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: 3,620 shares; 2024Q4: 3,804 shares; 2025Q1: 3,867 shares; 2025Q2: 3,652 shares; 2025Q3: 3,620 shares; 2025Q4: 3,692 shares 3,692 $572K 0.05% +72 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: 3,639 shares; 2024Q4: 3,639 shares; 2025Q1: 3,639 shares; 2025Q2: 3,639 shares; 2025Q3: 3,639 shares; 2025Q4: 3,663 shares 3,663 $568K 0.04% +24 Timeline FN FABRINET More: the full row for FABRINET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,272 shares; 2024Q4: 1,295 shares; 2025Q1: 1,312 shares; 2025Q2: 1,298 shares; 2025Q3: 1,387 shares; 2025Q4: 1,246 shares 1,246 $567K 0.04% -141 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: 1,746 shares; 2024Q4: 3,713 shares; 2025Q1: 2,569 shares; 2025Q2: 3,463 shares; 2025Q3: 3,221 shares; 2025Q4: 3,065 shares 3,065 $565K 0.04% -156 Timeline ISMD NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,477 shares; 2024Q4: 39,098 shares; 2025Q1: 39,376 shares; 2025Q2: 15,972 shares; 2025Q3: 16,476 shares; 2025Q4: 14,591 shares 14,591 $563K 0.04% -1,885 Timeline HDV 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: 4,068 shares; 2024Q4: 4,068 shares; 2025Q1: 4,441 shares; 2025Q2: 4,654 shares; 2025Q3: 4,622 shares; 2025Q4: 4,622 shares 4,622 $562K 0.04% 0 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: 10,874 shares; 2024Q4: 10,817 shares; 2025Q1: 10,197 shares; 2025Q2: 10,092 shares; 2025Q3: 10,908 shares; 2025Q4: 10,522 shares 10,522 $561K 0.04% -386 Timeline BMI BADGER METER INC More: the full row for BADGER METER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,956 shares; 2024Q4: 3,981 shares; 2025Q1: 3,864 shares; 2025Q2: not reported; 2025Q3: 3,575 shares; 2025Q4: 3,205 shares 3,205 $559K 0.04% -370 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: 10,211 shares; 2024Q4: 10,588 shares; 2025Q1: 11,560 shares; 2025Q2: 10,903 shares; 2025Q3: 11,901 shares; 2025Q4: 11,821 shares 11,821 $557K 0.04% -80 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: 23,276 shares; 2024Q4: 24,479 shares; 2025Q1: 21,154 shares; 2025Q2: 23,822 shares; 2025Q3: 19,800 shares; 2025Q4: 18,531 shares 18,531 $554K 0.04% -1,269 Timeline ENS ENERSYS More: the full row for ENERSYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,824 shares; 2024Q4: 7,526 shares; 2025Q1: 5,497 shares; 2025Q2: 3,315 shares; 2025Q3: 3,202 shares; 2025Q4: 3,758 shares 3,758 $552K 0.04% +556 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,640 shares; 2024Q4: 4,687 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,651 shares; 2025Q4: 2,352 shares 2,352 $550K 0.04% -299 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: 7,115 shares; 2024Q4: 7,220 shares; 2025Q1: 4,770 shares; 2025Q2: 4,782 shares; 2025Q3: 4,707 shares; 2025Q4: 4,633 shares 4,633 $543K 0.04% -74 Timeline ONTO ONTO INNOVATION INC More: the full row for ONTO INNOVATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,798 shares; 2024Q4: 5,114 shares; 2025Q1: 3,798 shares; 2025Q2: 2,966 shares; 2025Q3: 3,538 shares; 2025Q4: 3,416 shares 3,416 $539K 0.04% -122 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: 1,282 shares; 2024Q4: 1,848 shares; 2025Q1: 823 shares; 2025Q2: 947 shares; 2025Q3: 1,002 shares; 2025Q4: 977 shares 977 $539K 0.04% -25 Timeline XLC 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: 4,524 shares; 2024Q4: 4,524 shares; 2025Q1: 4,608 shares; 2025Q2: 4,524 shares; 2025Q3: 4,524 shares; 2025Q4: 4,574 shares 4,574 $538K 0.04% +50 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: 9,779 shares; 2024Q4: 11,185 shares; 2025Q1: 7,503 shares; 2025Q2: 7,568 shares; 2025Q3: 6,640 shares; 2025Q4: 6,381 shares 6,381 $537K 0.04% -259 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: 7,758 shares; 2024Q4: 7,580 shares; 2025Q1: 7,274 shares; 2025Q2: 7,260 shares; 2025Q3: 7,260 shares; 2025Q4: 7,986 shares 7,986 $537K 0.04% +726 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: 2,409 shares; 2024Q4: 2,512 shares; 2025Q1: not reported; 2025Q2: 1,945 shares; 2025Q3: 2,321 shares; 2025Q4: 2,199 shares 2,199 $533K 0.04% -122 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: 4,212 shares; 2024Q4: 4,676 shares; 2025Q1: 3,479 shares; 2025Q2: 4,943 shares; 2025Q3: 6,623 shares; 2025Q4: 6,508 shares 6,508 $532K 0.04% -115 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: 1,751 shares; 2024Q4: 1,885 shares; 2025Q1: 991 shares; 2025Q2: 975 shares; 2025Q3: 1,426 shares; 2025Q4: 1,509 shares 1,509 $530K 0.04% +83 Timeline SSB SOUTHSTATE BK CORP More: the full row for SOUTHSTATE BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,302 shares; 2025Q4: 5,632 shares 5,632 $530K 0.04% +330 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: 3,473 shares; 2024Q4: 3,497 shares; 2025Q1: 2,757 shares; 2025Q2: 3,621 shares; 2025Q3: 2,735 shares; 2025Q4: 2,609 shares 2,609 $530K 0.04% -126 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,437 shares; 2025Q3: 8,532 shares; 2025Q4: 11,420 shares 11,420 $529K 0.04% +2,888 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: 4,655 shares; 2024Q4: 5,060 shares; 2025Q1: 2,862 shares; 2025Q2: 4,771 shares; 2025Q3: 3,167 shares; 2025Q4: 3,232 shares 3,232 $526K 0.04% +65 Timeline THG HANOVER INS GROUP INC More: the full row for HANOVER INS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,041 shares; 2024Q4: 2,226 shares; 2025Q1: 2,688 shares; 2025Q2: 2,505 shares; 2025Q3: 2,536 shares; 2025Q4: 2,868 shares 2,868 $524K 0.04% +332 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: 2,470 shares; 2024Q4: 2,604 shares; 2025Q1: 1,935 shares; 2025Q2: 1,894 shares; 2025Q3: 2,322 shares; 2025Q4: 2,492 shares 2,492 $520K 0.04% +170 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: 10,990 shares; 2024Q4: 10,313 shares; 2025Q1: 10,203 shares; 2025Q2: not reported; 2025Q3: 12,040 shares; 2025Q4: 14,939 shares 14,939 $519K 0.04% +2,899 Timeline MGEE MGE ENERGY INC More: the full row for MGE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,079 shares; 2024Q4: 4,081 shares; 2025Q1: 4,084 shares; 2025Q2: 6,561 shares; 2025Q3: 6,578 shares; 2025Q4: 6,595 shares 6,595 $517K 0.04% +17 Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,132 shares; 2025Q1: 1,227 shares; 2025Q2: 832 shares; 2025Q3: 1,007 shares; 2025Q4: 962 shares 962 $513K 0.04% -45 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 4,000 shares; 2025Q3: 4,000 shares; 2025Q4: 4,000 shares 4,000 $511K 0.04% 0 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: 865 shares; 2024Q4: 3,917 shares; 2025Q1: 2,479 shares; 2025Q2: 1,620 shares; 2025Q3: 1,709 shares; 2025Q4: 1,514 shares 1,514 $509K 0.04% -195 Timeline UMBF UMB FINL CORP More: the full row for UMB FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,054 shares; 2024Q4: 8,781 shares; 2025Q1: 6,330 shares; 2025Q2: 4,038 shares; 2025Q3: 4,518 shares; 2025Q4: 4,403 shares 4,403 $507K 0.04% -115 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,115 shares; 2025Q1: 1,818 shares; 2025Q2: 1,212 shares; 2025Q3: 1,167 shares; 2025Q4: 1,112 shares 1,112 $505K 0.04% -55 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: 7,713 shares 7,713 $505K 0.04% new 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: 4,637 shares; 2024Q4: 4,658 shares; 2025Q1: 3,079 shares; 2025Q2: 2,969 shares; 2025Q3: 3,353 shares; 2025Q4: 3,256 shares 3,256 $502K 0.04% -97 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: 2,616 shares; 2024Q4: 2,545 shares; 2025Q1: 1,355 shares; 2025Q2: not reported; 2025Q3: 1,756 shares; 2025Q4: 1,818 shares 1,818 $493K 0.04% +62 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,222 shares; 2024Q4: 4,980 shares; 2025Q1: 4,960 shares; 2025Q2: 4,179 shares; 2025Q3: 5,149 shares; 2025Q4: 5,131 shares 5,131 $492K 0.04% -18 Timeline KNSL KINSALE CAP GROUP INC More: the full row for KINSALE CAP GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,053 shares; 2024Q4: 2,738 shares; 2025Q1: 1,786 shares; 2025Q2: 1,210 shares; 2025Q3: 1,322 shares; 2025Q4: 1,258 shares 1,258 $492K 0.04% -64 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: 1,675 shares; 2024Q4: 1,707 shares; 2025Q1: 1,186 shares; 2025Q2: 2,146 shares; 2025Q3: 1,548 shares; 2025Q4: 1,567 shares 1,567 $489K 0.04% +19 Timeline ENTG ENTEGRIS INC More: the full row for ENTEGRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,530 shares; 2025Q1: 4,368 shares; 2025Q2: 3,204 shares; 2025Q3: 5,977 shares; 2025Q4: 5,674 shares 5,674 $478K 0.04% -303 Timeline CSGP COSTAR GROUP INC More: the full row for COSTAR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,492 shares; 2024Q4: 10,685 shares; 2025Q1: 10,435 shares; 2025Q2: 7,453 shares; 2025Q3: 7,090 shares; 2025Q4: 7,077 shares 7,077 $476K 0.04% -13 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: 2,183 shares; 2024Q4: 2,215 shares; 2025Q1: 1,318 shares; 2025Q2: not reported; 2025Q3: 1,372 shares; 2025Q4: 1,445 shares 1,445 $473K 0.04% +73 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: 2,971 shares; 2024Q4: 4,189 shares; 2025Q1: 1,765 shares; 2025Q2: 1,614 shares; 2025Q3: 2,060 shares; 2025Q4: 2,929 shares 2,929 $471K 0.04% +869 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: 7,277 shares; 2024Q4: 8,976 shares; 2025Q1: 3,991 shares; 2025Q2: 2,517 shares; 2025Q3: 2,524 shares; 2025Q4: 2,322 shares 2,322 $467K 0.04% -202 Timeline PR PERMIAN RESOURCES CORP More: the full row for PERMIAN RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,837 shares; 2024Q4: 44,272 shares; 2025Q1: 40,176 shares; 2025Q2: 26,339 shares; 2025Q3: 34,092 shares; 2025Q4: 33,198 shares 33,198 $466K 0.04% -894 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: 2,071 shares; 2024Q4: 2,094 shares; 2025Q1: 1,501 shares; 2025Q2: not reported; 2025Q3: 1,692 shares; 2025Q4: 1,796 shares 1,796 $462K 0.04% +104 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: 25,841 shares; 2024Q4: 17,648 shares; 2025Q1: 14,940 shares; 2025Q2: not reported; 2025Q3: 12,135 shares; 2025Q4: 12,386 shares 12,386 $457K 0.04% +251 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: 972 shares; 2024Q4: 984 shares; 2025Q1: 987 shares; 2025Q2: 886 shares; 2025Q3: 1,743 shares; 2025Q4: 1,582 shares 1,582 $457K 0.04% -161 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,769 shares; 2024Q4: 6,849 shares; 2025Q1: 6,801 shares; 2025Q2: 6,373 shares; 2025Q3: 6,373 shares; 2025Q4: 6,373 shares 6,373 $455K 0.04% 0 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,365 shares; 2024Q4: 2,380 shares; 2025Q1: 2,363 shares; 2025Q2: 2,366 shares; 2025Q3: 2,420 shares; 2025Q4: 2,448 shares 2,448 $454K 0.04% +28 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,554 shares; 2025Q2: 16,511 shares; 2025Q3: 17,040 shares; 2025Q4: 17,103 shares 17,103 $453K 0.04% +63 Timeline GKOS GLAUKOS CORP More: the full row for GLAUKOS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,343 shares; 2024Q4: 6,480 shares; 2025Q1: 2,999 shares; 2025Q2: 2,155 shares; 2025Q3: 2,905 shares; 2025Q4: 4,012 shares 4,012 $453K 0.04% +1,107 Timeline XLY 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: 1,870 shares; 2024Q4: 1,870 shares; 2025Q1: 1,915 shares; 2025Q2: 1,870 shares; 2025Q3: 1,870 shares; 2025Q4: 3,778 shares 3,778 $451K 0.04% +1,908 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: 1,708 shares; 2024Q4: 1,701 shares; 2025Q1: 1,107 shares; 2025Q2: 1,082 shares; 2025Q3: 1,434 shares; 2025Q4: 1,715 shares 1,715 $450K 0.04% +281 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: 1,392 shares; 2024Q4: 2,611 shares; 2025Q1: 2,611 shares; 2025Q2: 2,472 shares; 2025Q3: 2,472 shares; 2025Q4: 2,472 shares 2,472 $448K 0.04% 0 Timeline MMS MAXIMUS INC More: the full row for MAXIMUS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,027 shares; 2024Q4: 5,044 shares; 2025Q1: 5,094 shares; 2025Q2: 5,095 shares; 2025Q3: 5,286 shares; 2025Q4: 5,175 shares 5,175 $447K 0.04% -111 Timeline NXST NEXSTAR MEDIA GROUP INC More: the full row for NEXSTAR MEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,215 shares; 2025Q1: 2,334 shares; 2025Q2: 1,915 shares; 2025Q3: 2,112 shares; 2025Q4: 2,199 shares 2,199 $447K 0.04% +87 Timeline ICFI ICF INTL INC More: the full row for ICF INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,956 shares; 2024Q4: 8,795 shares; 2025Q1: 6,261 shares; 2025Q2: 4,238 shares; 2025Q3: 4,787 shares; 2025Q4: 5,198 shares 5,198 $443K 0.04% +411 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: not reported; 2024Q4: 6,105 shares; 2025Q1: 6,105 shares; 2025Q2: 5,849 shares; 2025Q3: 5,849 shares; 2025Q4: 6,202 shares 6,202 $443K 0.03% +353 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: not reported; 2024Q4: 5,469 shares; 2025Q1: 4,819 shares; 2025Q2: 3,632 shares; 2025Q3: 4,442 shares; 2025Q4: 4,253 shares 4,253 $442K 0.03% -189 Timeline NTES NETEASE COM INC More: the full row for NETEASE COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,384 shares; 2024Q4: 3,384 shares; 2025Q1: 3,384 shares; 2025Q2: 3,384 shares; 2025Q3: 3,384 shares; 2025Q4: 3,214 shares 3,214 $442K 0.03% -170 Timeline RGEN REPLIGEN CORP More: the full row for REPLIGEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,893 shares; 2024Q4: 5,786 shares; 2025Q1: 3,756 shares; 2025Q2: 2,373 shares; 2025Q3: 2,626 shares; 2025Q4: 2,680 shares 2,680 $439K 0.03% +54 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: 2,910 shares; 2024Q4: 3,005 shares; 2025Q1: 1,821 shares; 2025Q2: 1,976 shares; 2025Q3: 2,348 shares; 2025Q4: 2,346 shares 2,346 $435K 0.03% -2 Timeline AAON AAON INC More: the full row for AAON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,690 shares 5,690 $434K 0.03% new 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: 2,041 shares; 2024Q4: 2,306 shares; 2025Q1: 1,814 shares; 2025Q2: 1,572 shares; 2025Q3: 1,426 shares; 2025Q4: 3,006 shares 3,006 $433K 0.03% +1,580 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: 5,486 shares; 2024Q4: 5,470 shares; 2025Q1: 5,398 shares; 2025Q2: 3,931 shares; 2025Q3: 4,073 shares; 2025Q4: 4,118 shares 4,118 $432K 0.03% +45 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: 9,251 shares; 2024Q4: 9,423 shares; 2025Q1: 7,417 shares; 2025Q2: 7,931 shares; 2025Q3: 7,545 shares; 2025Q4: 8,006 shares 8,006 $432K 0.03% +461 Timeline AER AERCAP HOLDINGS NV More: the full row for AERCAP HOLDINGS NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,167 shares; 2024Q4: 3,049 shares; 2025Q1: 3,049 shares; 2025Q2: 3,003 shares; 2025Q3: 3,003 shares; 2025Q4: 3,003 shares 3,003 $432K 0.03% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,865 shares; 2025Q3: 2,185 shares; 2025Q4: 2,103 shares 2,103 $431K 0.03% -82 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: 11,583 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,938 shares; 2025Q3: 14,864 shares; 2025Q4: 18,462 shares 18,462 $430K 0.03% +3,598 Timeline XLP 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: 4,877 shares; 2024Q4: 4,877 shares; 2025Q1: 4,877 shares; 2025Q2: 4,877 shares; 2025Q3: 4,877 shares; 2025Q4: 5,536 shares 5,536 $430K 0.03% +659 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,791 shares; 2024Q4: 3,967 shares; 2025Q1: 3,815 shares; 2025Q2: not reported; 2025Q3: 3,798 shares; 2025Q4: 3,874 shares 3,874 $427K 0.03% +76 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: 897 shares; 2024Q4: 1,001 shares; 2025Q1: 1,001 shares; 2025Q2: 1,002 shares; 2025Q3: 1,097 shares; 2025Q4: 1,092 shares 1,092 $425K 0.03% -5 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: 2,768 shares; 2024Q4: 2,618 shares; 2025Q1: 1,545 shares; 2025Q2: 3,121 shares; 2025Q3: 1,844 shares; 2025Q4: 1,933 shares 1,933 $425K 0.03% +89 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: 7,048 shares; 2024Q4: 7,241 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,047 shares; 2025Q4: 5,144 shares 5,144 $418K 0.03% +97 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: 3,217 shares; 2024Q4: 3,509 shares; 2025Q1: 2,230 shares; 2025Q2: 2,187 shares; 2025Q3: 3,135 shares; 2025Q4: 3,257 shares 3,257 $416K 0.03% +122 Timeline AEIS ADVANCED ENERGY INDS More: the full row for ADVANCED ENERGY INDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,938 shares; 2024Q4: 4,463 shares; 2025Q1: 2,451 shares; 2025Q2: not reported; 2025Q3: 2,052 shares; 2025Q4: 1,982 shares 1,982 $415K 0.03% -70 Timeline ITGR INTEGER HLDGS CORP More: the full row for INTEGER HLDGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,842 shares; 2024Q4: 10,533 shares; 2025Q1: 6,538 shares; 2025Q2: 4,250 shares; 2025Q3: 4,755 shares; 2025Q4: 5,284 shares 5,284 $414K 0.03% +529 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: 1,498 shares; 2024Q4: 1,486 shares; 2025Q1: 1,456 shares; 2025Q2: 2,470 shares; 2025Q3: 1,819 shares; 2025Q4: 1,814 shares 1,814 $413K 0.03% -5 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: 2,203 shares; 2024Q4: 2,339 shares; 2025Q1: 1,595 shares; 2025Q2: 1,479 shares; 2025Q3: 1,899 shares; 2025Q4: 1,676 shares 1,676 $413K 0.03% -223 Timeline SSD SIMPSON MFG INC More: the full row for SIMPSON MFG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,516 shares; 2024Q4: 1,966 shares; 2025Q1: 3,023 shares; 2025Q2: 2,150 shares; 2025Q3: 2,624 shares; 2025Q4: 2,551 shares 2,551 $412K 0.03% -73 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: 2,471 shares; 2024Q4: 2,202 shares; 2025Q1: 1,862 shares; 2025Q2: not reported; 2025Q3: 1,821 shares; 2025Q4: 1,883 shares 1,883 $409K 0.03% +62 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 606 shares 606 $408K 0.03% new Timeline CFR CULLEN FROST BANKERS INC More: the full row for CULLEN FROST BANKERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,287 shares; 2025Q1: 4,101 shares; 2025Q2: 2,912 shares; 2025Q3: 3,261 shares; 2025Q4: 3,202 shares 3,202 $405K 0.03% -59 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: 6,507 shares; 2024Q4: 5,778 shares; 2025Q1: 5,657 shares; 2025Q2: 3,194 shares; 2025Q3: 3,301 shares; 2025Q4: 3,368 shares 3,368 $405K 0.03% +67 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: 398 shares; 2024Q4: 403 shares; 2025Q1: 276 shares; 2025Q2: 4,089 shares; 2025Q3: 4,506 shares; 2025Q4: 4,432 shares 4,432 $404K 0.03% -74 Timeline POWI POWER INTEGRATIONS INC More: the full row for POWER INTEGRATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,507 shares; 2024Q4: 19,474 shares; 2025Q1: 14,205 shares; 2025Q2: 10,922 shares; 2025Q3: 11,431 shares; 2025Q4: 11,372 shares 11,372 $404K 0.03% -59 Timeline TTEK TETRA TECH INC NEW More: the full row for TETRA TECH INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,033 shares; 2025Q1: 14,453 shares; 2025Q2: 9,998 shares; 2025Q3: 12,025 shares; 2025Q4: 12,037 shares 12,037 $404K 0.03% +12 Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,627 shares; 2025Q4: 39,605 shares 39,605 $400K 0.03% +16,978 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,182 shares; 2025Q4: 15,613 shares 15,613 $400K 0.03% +7,431 Timeline ESE ESCO TECHNOLOGIES INC More: the full row for ESCO TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,309 shares; 2024Q4: 4,758 shares; 2025Q1: 2,594 shares; 2025Q2: 1,972 shares; 2025Q3: 2,046 shares; 2025Q4: 2,039 shares 2,039 $398K 0.03% -7 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,519 shares; 2024Q4: 6,451 shares; 2025Q1: 5,892 shares; 2025Q2: 4,203 shares; 2025Q3: 4,367 shares; 2025Q4: 4,994 shares 4,994 $398K 0.03% +627 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: 1,630 shares; 2024Q4: 1,470 shares; 2025Q1: 1,610 shares; 2025Q2: 1,586 shares; 2025Q3: 1,579 shares; 2025Q4: 1,830 shares 1,830 $392K 0.03% +251 Timeline BCPC BALCHEM CORP More: the full row for BALCHEM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,971 shares; 2024Q4: 4,947 shares; 2025Q1: 3,311 shares; 2025Q2: not reported; 2025Q3: 2,491 shares; 2025Q4: 2,553 shares 2,553 $392K 0.03% +62 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: 1,819 shares; 2024Q4: 1,935 shares; 2025Q1: 1,104 shares; 2025Q2: not reported; 2025Q3: 1,280 shares; 2025Q4: 1,322 shares 1,322 $391K 0.03% +42 Timeline ADC AGREE RLTY CORP More: the full row for AGREE RLTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,884 shares; 2024Q4: 12,011 shares; 2025Q1: 7,980 shares; 2025Q2: not reported; 2025Q3: 5,715 shares; 2025Q4: 5,423 shares 5,423 $391K 0.03% -292 Timeline SOXX 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: 1,296 shares; 2024Q4: 1,296 shares; 2025Q1: 1,296 shares; 2025Q2: 1,296 shares; 2025Q3: 1,296 shares; 2025Q4: 1,296 shares 1,296 $390K 0.03% 0 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: 2,826 shares; 2024Q4: 2,852 shares; 2025Q1: 2,014 shares; 2025Q2: 1,752 shares; 2025Q3: 1,645 shares; 2025Q4: 1,696 shares 1,696 $388K 0.03% +51 Timeline AGYS AGILYSYS INC More: the full row for AGILYSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,947 shares; 2025Q2: 3,069 shares; 2025Q3: 3,200 shares; 2025Q4: 3,241 shares 3,241 $385K 0.03% +41 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: 8,056 shares; 2024Q4: 9,490 shares; 2025Q1: 4,645 shares; 2025Q2: 4,479 shares; 2025Q3: 3,870 shares; 2025Q4: 5,015 shares 5,015 $385K 0.03% +1,145 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,799 shares; 2025Q1: 3,524 shares; 2025Q2: 2,475 shares; 2025Q3: 3,101 shares; 2025Q4: 3,035 shares 3,035 $384K 0.03% -66 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: 4,044 shares; 2024Q4: 4,213 shares; 2025Q1: 3,036 shares; 2025Q2: 4,531 shares; 2025Q3: 3,046 shares; 2025Q4: 3,114 shares 3,114 $382K 0.03% +68 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: 6,492 shares; 2024Q4: 6,520 shares; 2025Q1: 3,707 shares; 2025Q2: 3,211 shares; 2025Q3: 4,823 shares; 2025Q4: 4,841 shares 4,841 $382K 0.03% +18 Timeline BLKB BLACKBAUD INC More: the full row for BLACKBAUD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,174 shares; 2024Q4: 12,399 shares; 2025Q1: 8,472 shares; 2025Q2: 5,688 shares; 2025Q3: 5,830 shares; 2025Q4: 6,014 shares 6,014 $381K 0.03% +184 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: 5,807 shares 5,807 $380K 0.03% new Timeline SMFG SUMITOMO MITSUI FIN GRP INC More: the full row for SUMITOMO MITSUI FIN GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,897 shares; 2024Q4: 12,870 shares; 2025Q1: 12,365 shares; 2025Q2: 12,015 shares; 2025Q3: 16,814 shares; 2025Q4: 19,633 shares 19,633 $380K 0.03% +2,819 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,284 shares; 2024Q4: 6,284 shares; 2025Q1: 6,284 shares; 2025Q2: 6,284 shares; 2025Q3: 6,284 shares; 2025Q4: 6,284 shares 6,284 $378K 0.03% 0 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: 3,148 shares; 2024Q4: 3,173 shares; 2025Q1: 2,000 shares; 2025Q2: 1,946 shares; 2025Q3: 2,289 shares; 2025Q4: 2,326 shares 2,326 $377K 0.03% +37 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: 8,490 shares; 2024Q4: 8,358 shares; 2025Q1: 6,477 shares; 2025Q2: 5,997 shares; 2025Q3: 5,181 shares; 2025Q4: 5,112 shares 5,112 $377K 0.03% -69 Timeline DORM DORMAN PRODS INC More: the full row for DORMAN PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,918 shares; 2024Q4: 7,483 shares; 2025Q1: 3,924 shares; 2025Q2: 2,567 shares; 2025Q3: 2,769 shares; 2025Q4: 3,043 shares 3,043 $375K 0.03% +274 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: 6,828 shares; 2024Q4: 6,694 shares; 2025Q1: 5,520 shares; 2025Q2: 6,509 shares; 2025Q3: 7,410 shares; 2025Q4: 7,358 shares 7,358 $374K 0.03% -52 Timeline BLD TOPBUILD COR More: the full row for TOPBUILD COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 633 shares; 2024Q4: 1,155 shares; 2025Q1: 1,010 shares; 2025Q2: 834 shares; 2025Q3: 1,059 shares; 2025Q4: 893 shares 893 $373K 0.03% -166 Timeline TOST TOAST INC More: the full row for TOAST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,384 shares; 2025Q1: 15,790 shares; 2025Q2: 9,863 shares; 2025Q3: 10,680 shares; 2025Q4: 10,471 shares 10,471 $372K 0.03% -209 Timeline DIOD DIODES INC More: the full row for DIODES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,229 shares; 2024Q4: 8,148 shares; 2025Q1: 6,892 shares; 2025Q2: 4,943 shares; 2025Q3: 6,555 shares; 2025Q4: 7,506 shares 7,506 $370K 0.03% +951 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: 14,704 shares; 2024Q4: 14,743 shares; 2025Q1: 9,211 shares; 2025Q2: 8,176 shares; 2025Q3: 7,597 shares; 2025Q4: 6,798 shares 6,798 $366K 0.03% -799 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: 13,378 shares; 2024Q4: 13,722 shares; 2025Q1: 8,607 shares; 2025Q2: 8,080 shares; 2025Q3: 6,665 shares; 2025Q4: 10,057 shares 10,057 $365K 0.03% +3,392 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: 1,397 shares; 2024Q4: 1,400 shares; 2025Q1: 1,021 shares; 2025Q2: 1,065 shares; 2025Q3: 1,188 shares; 2025Q4: 1,162 shares 1,162 $363K 0.03% -26 Timeline PAYC PAYCOM SOFTWARE INC More: the full row for PAYCOM SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,885 shares; 2025Q1: 3,530 shares; 2025Q2: 2,457 shares; 2025Q3: 2,398 shares; 2025Q4: 2,270 shares 2,270 $362K 0.03% -128 Timeline FRPT FRESHPET INC More: the full row for FRESHPET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,427 shares; 2024Q4: 12,060 shares; 2025Q1: 8,290 shares; 2025Q2: 5,824 shares; 2025Q3: 5,852 shares; 2025Q4: 5,907 shares 5,907 $360K 0.03% +55 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,898 shares; 2024Q4: 1,957 shares; 2025Q1: 1,880 shares; 2025Q2: 1,870 shares; 2025Q3: 1,870 shares; 2025Q4: 1,835 shares 1,835 $358K 0.03% -35 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: 2,649 shares; 2024Q4: 2,284 shares; 2025Q1: 1,598 shares; 2025Q2: 1,474 shares; 2025Q3: 2,923 shares; 2025Q4: 2,832 shares 2,832 $356K 0.03% -91 Timeline CSW CSW INDUSTRIALS INC More: the full row for CSW INDUSTRIALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,463 shares; 2024Q4: 2,870 shares; 2025Q1: 1,781 shares; 2025Q2: 1,127 shares; 2025Q3: 1,124 shares; 2025Q4: 1,210 shares 1,210 $355K 0.03% +86 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,239 shares; 2024Q4: 1,222 shares; 2025Q1: 1,228 shares; 2025Q2: 1,255 shares; 2025Q3: 1,443 shares; 2025Q4: 1,415 shares 1,415 $355K 0.03% -28 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: not reported; 2024Q4: 1,859 shares; 2025Q1: 1,940 shares; 2025Q2: 1,422 shares; 2025Q3: 1,682 shares; 2025Q4: 1,590 shares 1,590 $355K 0.03% -92 Timeline PTC PTC INC More: the full row for PTC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,260 shares; 2025Q1: 2,226 shares; 2025Q2: 1,718 shares; 2025Q3: 1,972 shares; 2025Q4: 2,035 shares 2,035 $355K 0.03% +63 Timeline DSGX DESCARTES SYS GROUP INC More: the full row for DESCARTES SYS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,690 shares; 2024Q4: 11,346 shares; 2025Q1: 6,274 shares; 2025Q2: 4,405 shares; 2025Q3: 3,952 shares; 2025Q4: 4,042 shares 4,042 $354K 0.03% +90 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: 349 shares; 2024Q4: 339 shares; 2025Q1: 337 shares; 2025Q2: 731 shares; 2025Q3: 422 shares; 2025Q4: 403 shares 403 $354K 0.03% -19 Timeline KAI KADANT INC More: the full row for KADANT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,178 shares; 2024Q4: 3,563 shares; 2025Q1: 1,865 shares; 2025Q2: 1,248 shares; 2025Q3: 1,241 shares; 2025Q4: 1,241 shares 1,241 $354K 0.03% 0 Timeline CGW 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: 5,612 shares; 2024Q4: 5,612 shares; 2025Q1: 5,612 shares; 2025Q2: not reported; 2025Q3: 5,612 shares; 2025Q4: 5,612 shares 5,612 $354K 0.03% 0 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: 5,438 shares; 2024Q4: 5,487 shares; 2025Q1: 4,486 shares; 2025Q2: 4,846 shares; 2025Q3: 5,756 shares; 2025Q4: 6,089 shares 6,089 $351K 0.03% +333 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,836 shares; 2024Q4: 2,288 shares; 2025Q1: 879 shares; 2025Q2: 935 shares; 2025Q3: 919 shares; 2025Q4: 573 shares 573 $351K 0.03% -346 Timeline OPCH OPTION CARE HEALTH INC More: the full row for OPTION CARE HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,124 shares; 2024Q4: 12,703 shares; 2025Q1: 11,982 shares; 2025Q2: 7,867 shares; 2025Q3: 8,705 shares; 2025Q4: 10,962 shares 10,962 $349K 0.03% +2,257 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: 1,166 shares; 2024Q4: 1,697 shares; 2025Q1: 1,217 shares; 2025Q2: 943 shares; 2025Q3: 1,226 shares; 2025Q4: 708 shares 708 $345K 0.03% -518 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: 2,731 shares; 2024Q4: 2,731 shares; 2025Q1: 2,731 shares; 2025Q2: 2,731 shares; 2025Q3: 2,731 shares; 2025Q4: 2,731 shares 2,731 $344K 0.03% 0 Timeline GDDY GODADDY INC More: the full row for GODADDY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,870 shares; 2025Q1: 4,058 shares; 2025Q2: 2,777 shares; 2025Q3: 2,928 shares; 2025Q4: 2,757 shares 2,757 $342K 0.03% -171 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: not reported; 2024Q4: 1,593 shares; 2025Q1: 1,422 shares; 2025Q2: 971 shares; 2025Q3: 1,052 shares; 2025Q4: 1,009 shares 1,009 $340K 0.03% -43 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: 1,467 shares; 2024Q4: 1,448 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 677 shares; 2025Q4: 724 shares 724 $338K 0.03% +47 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 218 shares; 2025Q4: 242 shares 242 $337K 0.03% +24 Timeline JHML JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,188 shares; 2025Q2: 4,188 shares; 2025Q3: 4,188 shares; 2025Q4: 4,188 shares 4,188 $334K 0.03% 0 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: 6,824 shares; 2024Q4: 6,360 shares; 2025Q1: 6,168 shares; 2025Q2: 5,456 shares; 2025Q3: 5,601 shares; 2025Q4: 5,553 shares 5,553 $334K 0.03% -48 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. 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: 8,409 shares; 2025Q4: 11,832 shares 11,832 $331K 0.03% +3,423 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: 10,252 shares; 2024Q4: 10,292 shares; 2025Q1: 5,437 shares; 2025Q2: 5,875 shares; 2025Q3: 7,435 shares; 2025Q4: 7,574 shares 7,574 $330K 0.03% +139 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: 851 shares; 2024Q4: 947 shares; 2025Q1: 629 shares; 2025Q2: 588 shares; 2025Q3: 885 shares; 2025Q4: 935 shares 935 $330K 0.03% +50 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: 3,406 shares; 2024Q4: 3,390 shares; 2025Q1: 3,280 shares; 2025Q2: not reported; 2025Q3: 2,954 shares; 2025Q4: 2,852 shares 2,852 $329K 0.03% -102 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: 1,022 shares; 2024Q4: 1,029 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,110 shares; 2025Q4: 1,138 shares 1,138 $329K 0.03% +28 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: not reported; 2024Q4: 1,601 shares; 2025Q1: 1,687 shares; 2025Q2: 1,345 shares; 2025Q3: 1,292 shares; 2025Q4: 1,468 shares 1,468 $328K 0.03% +176 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: 1,031 shares; 2024Q4: 1,022 shares; 2025Q1: 1,015 shares; 2025Q2: not reported; 2025Q3: 1,166 shares; 2025Q4: 1,132 shares 1,132 $328K 0.03% -34 Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,126 shares; 2024Q4: 3,282 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,417 shares; 2025Q4: 3,314 shares 3,314 $327K 0.03% -1,103 Timeline FELE FRANKLIN ELEC INC More: the full row for FRANKLIN ELEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,241 shares; 2024Q4: 7,043 shares; 2025Q1: 4,672 shares; 2025Q2: 3,186 shares; 2025Q3: 3,377 shares; 2025Q4: 3,396 shares 3,396 $324K 0.03% +19 Timeline MANH MANHATTAN ASSOCIATES INC More: the full row for MANHATTAN ASSOCIATES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,385 shares; 2024Q4: 1,787 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,705 shares; 2025Q4: 1,865 shares 1,865 $323K 0.03% +160 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,650 shares; 2024Q4: 6,851 shares; 2025Q1: 8,068 shares; 2025Q2: 6,797 shares; 2025Q3: 7,625 shares; 2025Q4: 7,037 shares 7,037 $321K 0.03% -588 Timeline EGP EASTGROUP PPTYS INC More: the full row for EASTGROUP PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,197 shares; 2024Q4: 1,711 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,868 shares; 2025Q4: 1,797 shares 1,797 $320K 0.03% -71 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,273 shares 5,273 $318K 0.03% new Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,424 shares; 2024Q4: 2,424 shares; 2025Q1: 2,424 shares; 2025Q2: 2,365 shares; 2025Q3: 2,365 shares; 2025Q4: 2,333 shares 2,333 $317K 0.03% -32 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,002 shares; 2025Q4: 1,706 shares 1,706 $317K 0.03% -296 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,344 shares; 2025Q2: 6,344 shares; 2025Q3: 6,344 shares; 2025Q4: 6,344 shares 6,344 $315K 0.02% 0 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,749 shares; 2024Q4: 5,660 shares; 2025Q1: 4,681 shares; 2025Q2: 4,403 shares; 2025Q3: 4,176 shares; 2025Q4: 3,899 shares 3,899 $313K 0.02% -277 Timeline ENOV ENOVIS CORPORATION More: the full row for ENOVIS CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,986 shares; 2024Q4: 14,903 shares; 2025Q1: 13,738 shares; 2025Q2: 8,557 shares; 2025Q3: 11,420 shares; 2025Q4: 11,740 shares 11,740 $313K 0.02% +320 Timeline FNDA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,880 shares; 2025Q3: 9,880 shares; 2025Q4: 9,880 shares 9,880 $311K 0.02% 0 Timeline RVTY REVVITY INC More: the full row for REVVITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,594 shares; 2025Q1: 4,423 shares; 2025Q2: 2,632 shares; 2025Q3: 3,098 shares; 2025Q4: 3,215 shares 3,215 $311K 0.02% +117 Timeline EXP EAGLE MATLS INC More: the full row for EAGLE MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,233 shares; 2024Q4: 2,863 shares; 2025Q1: 1,647 shares; 2025Q2: 1,583 shares; 2025Q3: 1,675 shares; 2025Q4: 1,504 shares 1,504 $311K 0.02% -171 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: 12,580 shares; 2024Q4: 11,129 shares; 2025Q1: 6,382 shares; 2025Q2: 4,602 shares; 2025Q3: 4,974 shares; 2025Q4: 4,468 shares 4,468 $310K 0.02% -506 Timeline HWC HANCOCK WHITNEY CORPORATION More: the full row for HANCOCK WHITNEY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,005 shares; 2024Q4: 6,578 shares; 2025Q1: 4,629 shares; 2025Q2: 4,636 shares; 2025Q3: 5,046 shares; 2025Q4: 4,861 shares 4,861 $310K 0.02% -185 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,850 shares 3,850 $308K 0.02% new Timeline OSK OSHKOSH CORP More: the full row for OSHKOSH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,322 shares; 2024Q4: 4,972 shares; 2025Q1: 2,345 shares; 2025Q2: 2,341 shares; 2025Q3: 2,613 shares; 2025Q4: 2,443 shares 2,443 $307K 0.02% -170 Timeline WH WYNDHAM HOTELS & RESORTS INC More: the full row for WYNDHAM HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,675 shares; 2025Q1: 4,697 shares; 2025Q2: 3,438 shares; 2025Q3: 3,899 shares; 2025Q4: 4,043 shares 4,043 $305K 0.02% +144 Timeline CGNX COGNEX CORP More: the full row for COGNEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,539 shares; 2024Q4: 15,811 shares; 2025Q1: 11,359 shares; 2025Q2: 7,331 shares; 2025Q3: 8,774 shares; 2025Q4: 8,483 shares 8,483 $305K 0.02% -291 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: 1,780 shares; 2024Q4: 1,780 shares; 2025Q1: 1,780 shares; 2025Q2: 1,780 shares; 2025Q3: 1,680 shares; 2025Q4: 2,047 shares 2,047 $304K 0.02% +367 Timeline HRL HORMEL FOODS CORP More: the full row for HORMEL FOODS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,429 shares; 2024Q4: 13,432 shares; 2025Q1: 12,837 shares; 2025Q2: 12,837 shares; 2025Q3: 12,790 shares; 2025Q4: 12,790 shares 12,790 $303K 0.02% 0 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: 721 shares; 2024Q4: 709 shares; 2025Q1: 666 shares; 2025Q2: 692 shares; 2025Q3: 786 shares; 2025Q4: 788 shares 788 $302K 0.02% +2 Timeline CRL CHARLES RIV LABS INTL INC More: the full row for CHARLES RIV LABS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,045 shares; 2025Q1: 2,011 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,510 shares 1,510 $301K 0.02% new 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: 857 shares; 2024Q4: 819 shares; 2025Q1: 622 shares; 2025Q2: not reported; 2025Q3: 978 shares; 2025Q4: 859 shares 859 $301K 0.02% -119 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: 1,976 shares; 2024Q4: 2,265 shares; 2025Q1: 2,141 shares; 2025Q2: 2,159 shares; 2025Q3: 2,358 shares; 2025Q4: 2,330 shares 2,330 $301K 0.02% -28 Timeline COKE COCA COLA CONS INC More: the full row for COCA COLA CONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 237 shares; 2024Q4: 227 shares; 2025Q1: 196 shares; 2025Q2: not reported; 2025Q3: 2,089 shares; 2025Q4: 1,952 shares 1,952 $299K 0.02% -137 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: 10,540 shares; 2024Q4: 10,156 shares; 2025Q1: 7,385 shares; 2025Q2: 4,541 shares; 2025Q3: 5,372 shares; 2025Q4: 4,911 shares 4,911 $299K 0.02% -461 Timeline DCI DONALDSON INC More: the full row for DONALDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,951 shares; 2024Q4: 6,548 shares; 2025Q1: 3,482 shares; 2025Q2: 3,756 shares; 2025Q3: 3,698 shares; 2025Q4: 3,356 shares 3,356 $298K 0.02% -342 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,475 shares; 2024Q4: 4,710 shares; 2025Q1: 5,532 shares; 2025Q2: 5,356 shares; 2025Q3: 5,446 shares; 2025Q4: 4,616 shares 4,616 $294K 0.02% -830 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,559 shares; 2025Q4: 1,297 shares 1,297 $292K 0.02% -262 Timeline KALU KAISER ALUMINIUM CORPORATION More: the full row for KAISER ALUMINIUM CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,692 shares; 2024Q4: 5,112 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,542 shares 2,542 $292K 0.02% new Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,095 shares; 2024Q4: 3,167 shares; 2025Q1: 1,579 shares; 2025Q2: 1,412 shares; 2025Q3: 1,627 shares; 2025Q4: 1,551 shares 1,551 $292K 0.02% -76 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: 2,659 shares; 2024Q4: 2,790 shares; 2025Q1: 2,770 shares; 2025Q2: 2,587 shares; 2025Q3: 3,001 shares; 2025Q4: 2,920 shares 2,920 $290K 0.02% -81 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: 4,826 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,614 shares; 2025Q4: 3,647 shares 3,647 $289K 0.02% +33 Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS 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: 11,293 shares 11,293 $287K 0.02% new Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,144 shares; 2024Q4: 24,653 shares; 2025Q1: 18,327 shares; 2025Q2: 17,980 shares; 2025Q3: 21,209 shares; 2025Q4: 21,824 shares 21,824 $286K 0.02% +615 Timeline NOG NORTHERN OIL & GAS INC More: the full row for NORTHERN OIL & GAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,292 shares; 2024Q4: 15,597 shares; 2025Q1: 15,250 shares; 2025Q2: 10,159 shares; 2025Q3: 11,094 shares; 2025Q4: 13,306 shares 13,306 $286K 0.02% +2,212 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 677 shares; 2024Q4: 555 shares; 2025Q1: 473 shares; 2025Q2: 494 shares; 2025Q3: 984 shares; 2025Q4: 608 shares 608 $286K 0.02% -376 Timeline MFG MIZUHO FINANCIAL GROUP INC More: the full row for MIZUHO FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,683 shares; 2024Q4: 21,996 shares; 2025Q1: 22,003 shares; 2025Q2: 22,215 shares; 2025Q3: 26,558 shares; 2025Q4: 38,365 shares 38,365 $281K 0.02% +11,807 Timeline WAT WATERS CORP More: the full row for WATERS 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: 797 shares; 2025Q4: 735 shares 735 $279K 0.02% -62 Timeline QLYS QUALYS INC More: the full row for QUALYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,685 shares; 2025Q1: 2,564 shares; 2025Q2: 1,766 shares; 2025Q3: 2,112 shares; 2025Q4: 2,082 shares 2,082 $277K 0.02% -30 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: 949 shares; 2024Q4: 1,021 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 908 shares; 2025Q4: 1,007 shares 1,007 $275K 0.02% +99 Timeline ARGX ARGENX SE More: the full row for ARGENX 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: 322 shares 322 $271K 0.02% new Timeline MINN TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,000 shares 12,000 $271K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 530 shares; 2025Q4: 530 shares 530 $271K 0.02% 0 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: 665 shares; 2024Q4: 846 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 342 shares; 2025Q4: 434 shares 434 $270K 0.02% +92 Timeline GNTX GENTEX CORP More: the full row for GENTEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,133 shares; 2024Q4: 31,446 shares; 2025Q1: 13,974 shares; 2025Q2: 11,602 shares; 2025Q3: 12,491 shares; 2025Q4: 11,609 shares 11,609 $270K 0.02% -882 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: 6,538 shares; 2024Q4: 5,973 shares; 2025Q1: 4,362 shares; 2025Q2: 4,011 shares; 2025Q3: 4,563 shares; 2025Q4: 4,590 shares 4,590 $269K 0.02% +27 Timeline CCC CCC INTELLIGENT SOLUTIONS HL More: the full row for CCC INTELLIGENT SOLUTIONS HL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,015 shares; 2024Q4: 69,582 shares; 2025Q1: 37,117 shares; 2025Q2: 32,009 shares; 2025Q3: 34,605 shares; 2025Q4: 33,758 shares 33,758 $268K 0.02% -847 Timeline CNX CNX RES CORP More: the full row for CNX RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,231 shares; 2024Q4: 23,675 shares; 2025Q1: 9,300 shares; 2025Q2: 8,296 shares; 2025Q3: 7,647 shares; 2025Q4: 7,271 shares 7,271 $267K 0.02% -376 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,465 shares; 2024Q4: 3,398 shares; 2025Q1: 3,198 shares; 2025Q2: 2,831 shares; 2025Q3: 2,831 shares; 2025Q4: 2,702 shares 2,702 $267K 0.02% -129 Timeline ALRM ALARM COM HLDGS INC More: the full row for ALARM COM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,100 shares; 2024Q4: 11,940 shares; 2025Q1: 8,975 shares; 2025Q2: not reported; 2025Q3: 5,450 shares; 2025Q4: 5,209 shares 5,209 $266K 0.02% -241 Timeline BOOT BOOT BARN HLDGS INC More: the full row for BOOT BARN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,112 shares; 2024Q4: 5,024 shares; 2025Q1: 2,231 shares; 2025Q2: not reported; 2025Q3: 1,524 shares; 2025Q4: 1,504 shares 1,504 $265K 0.02% -20 Timeline STE STERIS PLC More: the full row for STERIS 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: 899 shares; 2025Q3: 1,090 shares; 2025Q4: 1,045 shares 1,045 $265K 0.02% -45 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 524 shares; 2024Q4: 563 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 451 shares; 2025Q4: 518 shares 518 $265K 0.02% +67 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: 904 shares; 2024Q4: 928 shares; 2025Q1: 653 shares; 2025Q2: 588 shares; 2025Q3: 790 shares; 2025Q4: 803 shares 803 $260K 0.02% +13 Timeline AA ALCOA CORP More: the full row for ALCOA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,884 shares; 2024Q4: 8,591 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,858 shares 4,858 $258K 0.02% new 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: 2,130 shares; 2024Q4: 2,137 shares; 2025Q1: 2,037 shares; 2025Q2: 1,976 shares; 2025Q3: 2,146 shares; 2025Q4: 2,295 shares 2,295 $257K 0.02% +149 Timeline WDFC WD 40 CO More: the full row for WD 40 CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,300 shares; 2024Q4: 1,300 shares; 2025Q1: 1,300 shares; 2025Q2: 1,300 shares; 2025Q3: 1,300 shares; 2025Q4: 1,300 shares 1,300 $256K 0.02% 0 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 521 shares; 2024Q4: 521 shares; 2025Q1: not reported; 2025Q2: 521 shares; 2025Q3: 521 shares; 2025Q4: 521 shares 521 $254K 0.02% 0 Timeline ACIW ACI WORLDWIDE INC More: the full row for ACI WORLDWIDE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,577 shares; 2024Q4: 6,660 shares; 2025Q1: 6,843 shares; 2025Q2: not reported; 2025Q3: 6,028 shares; 2025Q4: 5,306 shares 5,306 $254K 0.02% -722 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: not reported; 2024Q4: not reported; 2025Q1: 1,958 shares; 2025Q2: 2,186 shares; 2025Q3: 2,518 shares; 2025Q4: 2,382 shares 2,382 $251K 0.02% -136 Timeline GLOB GLOBANT S A More: the full row for GLOBANT S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,855 shares; 2024Q4: 9,493 shares; 2025Q1: 6,402 shares; 2025Q2: 3,954 shares; 2025Q3: 4,012 shares; 2025Q4: 3,841 shares 3,841 $251K 0.02% -171 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 918 shares; 2024Q4: 1,060 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 869 shares 869 $251K 0.02% new Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 21,585 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,447 shares 8,447 $250K 0.02% new 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: not reported; 2024Q4: 4,504 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,762 shares 5,762 $250K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,212 shares; 2025Q4: 2,068 shares 2,068 $248K 0.02% -144 Timeline FBIN FORTUNE BRANDS INNOVATIONS I More: the full row for FORTUNE BRANDS INNOVATIONS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,666 shares; 2025Q1: 4,676 shares; 2025Q2: not reported; 2025Q3: 5,004 shares; 2025Q4: 4,951 shares 4,951 $248K 0.02% -53 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,664 shares; 2024Q4: 3,682 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,556 shares; 2025Q4: 3,540 shares 3,540 $248K 0.02% -16 Timeline PUK PRUDENTIAL PLC More: the full row for PRUDENTIAL 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: 7,918 shares 7,918 $246K 0.02% new Timeline CBSH COMMERCE BANCSHARES INC More: the full row for COMMERCE BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,637 shares; 2024Q4: 9,892 shares; 2025Q1: 4,266 shares; 2025Q2: 3,898 shares; 2025Q3: 3,679 shares; 2025Q4: 4,689 shares 4,689 $245K 0.02% +1,010 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: 1,392 shares; 2024Q4: 1,876 shares; 2025Q1: 1,238 shares; 2025Q2: 1,216 shares; 2025Q3: 1,369 shares; 2025Q4: 1,236 shares 1,236 $245K 0.02% -133 Timeline CTRE CARETRUST REIT INC More: the full row for CARETRUST REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,729 shares; 2024Q4: 11,753 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,136 shares; 2025Q4: 6,762 shares 6,762 $245K 0.02% -374 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: 2,554 shares; 2024Q4: 2,554 shares; 2025Q1: 2,581 shares; 2025Q2: 2,554 shares; 2025Q3: 2,554 shares; 2025Q4: 2,759 shares 2,759 $244K 0.02% +205 Timeline MZTI MARZETTI COMPANY More: the full row for MARZETTI COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,700 shares; 2025Q1: 1,653 shares; 2025Q2: 1,177 shares; 2025Q3: 1,398 shares; 2025Q4: 1,479 shares 1,479 $243K 0.02% +81 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: 12,791 shares; 2024Q4: 14,194 shares; 2025Q1: 6,220 shares; 2025Q2: 4,236 shares; 2025Q3: 3,968 shares; 2025Q4: 4,116 shares 4,116 $242K 0.02% +148 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: 2,785 shares; 2024Q4: 2,616 shares; 2025Q1: 2,675 shares; 2025Q2: 2,500 shares; 2025Q3: 2,500 shares; 2025Q4: 2,500 shares 2,500 $241K 0.02% 0 Timeline BROS DUTCH BROS INC More: the full row for DUTCH BROS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,915 shares 3,915 $240K 0.02% new Timeline AIT APPLIED INDL TECHNOLOGIES IN More: the full row for APPLIED INDL TECHNOLOGIES IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,037 shares; 2024Q4: 1,064 shares; 2025Q1: 1,061 shares; 2025Q2: 925 shares; 2025Q3: 1,035 shares; 2025Q4: 929 shares 929 $239K 0.02% -106 Timeline HMC HONDA MOTOR CO LTD More: the full row for HONDA MOTOR CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,057 shares 8,057 $238K 0.02% new Timeline RELX RELX PLC More: the full row for RELX 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: 5,848 shares 5,848 $236K 0.02% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,113 shares; 2025Q4: 7,113 shares 7,113 $235K 0.02% 0 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: 5,580 shares; 2024Q4: 5,627 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,415 shares; 2025Q4: 4,760 shares 4,760 $234K 0.02% +345 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,235 shares; 2024Q4: 1,109 shares; 2025Q1: 835 shares; 2025Q2: not reported; 2025Q3: 942 shares; 2025Q4: 911 shares 911 $233K 0.02% -31 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: 26,227 shares; 2024Q4: 23,620 shares; 2025Q1: 23,380 shares; 2025Q2: 23,651 shares; 2025Q3: 30,081 shares; 2025Q4: 43,921 shares 43,921 $233K 0.02% +13,840 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: 3,216 shares; 2024Q4: 4,325 shares; 2025Q1: 2,154 shares; 2025Q2: 2,115 shares; 2025Q3: 2,431 shares; 2025Q4: 2,187 shares 2,187 $232K 0.02% -244 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,765 shares; 2024Q4: 1,777 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,069 shares; 2025Q4: 1,702 shares 1,702 $230K 0.02% -367 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: 1,444 shares; 2024Q4: 1,590 shares; 2025Q1: 1,017 shares; 2025Q2: 965 shares; 2025Q3: 1,401 shares; 2025Q4: 1,310 shares 1,310 $230K 0.02% -91 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: 1,116 shares; 2024Q4: 1,175 shares; 2025Q1: 437 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 500 shares 500 $227K 0.02% new Timeline PATK PATRICK INDS INC More: the full row for PATRICK INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,964 shares; 2024Q4: 7,325 shares; 2025Q1: 3,410 shares; 2025Q2: not reported; 2025Q3: 2,083 shares; 2025Q4: 2,089 shares 2,089 $227K 0.02% +6 Timeline PFGC PERFORMANCE FOOD GROUP CO More: the full row for PERFORMANCE FOOD GROUP CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,751 shares; 2024Q4: 4,645 shares; 2025Q1: 2,767 shares; 2025Q2: 2,595 shares; 2025Q3: 2,975 shares; 2025Q4: 2,487 shares 2,487 $224K 0.02% -488 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,487 shares; 2024Q4: 2,567 shares; 2025Q1: 1,417 shares; 2025Q2: not reported; 2025Q3: 1,330 shares; 2025Q4: 1,332 shares 1,332 $223K 0.02% +2 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,671 shares; 2025Q4: 3,957 shares 3,957 $223K 0.02% +286 Timeline ITB 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: 2,308 shares; 2024Q4: 2,308 shares; 2025Q1: 2,308 shares; 2025Q2: 2,308 shares; 2025Q3: 2,308 shares; 2025Q4: 2,308 shares 2,308 $222K 0.02% 0 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: 451 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 347 shares; 2025Q4: 327 shares 327 $221K 0.02% -20 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 315 shares; 2024Q4: 371 shares; 2025Q1: 251 shares; 2025Q2: not reported; 2025Q3: 315 shares; 2025Q4: 288 shares 288 $221K 0.02% -27 Timeline CWAN CLEARWATER ANALYTICS HLDGS I More: the full row for CLEARWATER ANALYTICS HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,146 shares 9,146 $221K 0.02% new 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: 3,656 shares; 2024Q4: 3,467 shares; 2025Q1: 3,427 shares; 2025Q2: not reported; 2025Q3: 4,278 shares; 2025Q4: 4,167 shares 4,167 $220K 0.02% -111 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,880 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,420 shares; 2025Q4: 4,576 shares 4,576 $219K 0.02% +156 Timeline ITT ITT INC More: the full row for ITT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,239 shares; 2024Q4: 3,261 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,339 shares; 2025Q4: 1,248 shares 1,248 $217K 0.02% -91 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: not reported; 2024Q4: 2,092 shares; 2025Q1: 2,284 shares; 2025Q2: 2,068 shares; 2025Q3: 1,130 shares; 2025Q4: 1,130 shares 1,130 $216K 0.02% 0 Timeline RMBS RAMBUS INC DEL More: the full row for RAMBUS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,517 shares; 2025Q4: 2,317 shares 2,317 $213K 0.02% -200 Timeline ALKT ALKAMI TECHNOLOGY INC More: the full row for ALKAMI TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,630 shares; 2024Q4: 29,279 shares; 2025Q1: 15,303 shares; 2025Q2: 8,347 shares; 2025Q3: 9,064 shares; 2025Q4: 9,204 shares 9,204 $212K 0.02% +140 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: 4,174 shares; 2024Q4: 4,158 shares; 2025Q1: 3,923 shares; 2025Q2: 3,882 shares; 2025Q3: not reported; 2025Q4: 4,550 shares 4,550 $212K 0.02% new Timeline RGA REINSURANCE GROUP AMER INC More: the full row for REINSURANCE GROUP AMER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,242 shares; 2024Q4: 1,157 shares; 2025Q1: 1,219 shares; 2025Q2: 1,059 shares; 2025Q3: 1,230 shares; 2025Q4: 1,039 shares 1,039 $211K 0.02% -191 Timeline EVR EVERCORE INC More: the full row for EVERCORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 900 shares; 2024Q4: 1,255 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 706 shares; 2025Q4: 621 shares 621 $211K 0.02% -85 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,090 shares 1,090 $211K 0.02% new 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: 2,977 shares; 2024Q4: 4,460 shares; 2025Q1: 2,343 shares; 2025Q2: 2,752 shares; 2025Q3: 2,651 shares; 2025Q4: 2,342 shares 2,342 $211K 0.02% -309 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: 1,713 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,693 shares; 2025Q3: 1,693 shares; 2025Q4: 1,673 shares 1,673 $211K 0.02% -20 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: 8,376 shares; 2024Q4: 9,129 shares; 2025Q1: 8,040 shares; 2025Q2: 9,457 shares; 2025Q3: 7,994 shares; 2025Q4: 5,308 shares 5,308 $208K 0.02% -2,686 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: 4,816 shares; 2024Q4: 5,092 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,895 shares; 2025Q4: 3,550 shares 3,550 $207K 0.02% -345 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: 76 shares; 2024Q4: 89 shares; 2025Q1: 64 shares; 2025Q2: not reported; 2025Q3: 64 shares; 2025Q4: 61 shares 61 $207K 0.02% -3 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY 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: 3,181 shares; 2025Q2: not reported; 2025Q3: 3,181 shares; 2025Q4: 3,181 shares 3,181 $207K 0.02% 0 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: 833 shares; 2024Q4: 916 shares; 2025Q1: 707 shares; 2025Q2: 637 shares; 2025Q3: 409 shares; 2025Q4: 423 shares 423 $205K 0.02% +14 Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,776 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 794 shares; 2025Q4: 674 shares 674 $204K 0.02% -120 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: not reported; 2024Q4: 2,687 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,897 shares 1,897 $203K 0.02% new 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: 4,062 shares; 2024Q4: 5,132 shares; 2025Q1: 3,108 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,045 shares 2,045 $203K 0.02% new Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,637 shares; 2024Q4: 2,856 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,458 shares 2,458 $201K 0.02% new Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 166 shares; 2024Q4: 192 shares; 2025Q1: 159 shares; 2025Q2: 144 shares; 2025Q3: 149 shares; 2025Q4: 119 shares 119 $201K 0.02% -30 Timeline HOMB HOME BANCSHARES INC More: the full row for HOME BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,501 shares; 2024Q4: 14,583 shares; 2025Q1: 8,365 shares; 2025Q2: 7,644 shares; 2025Q3: 8,220 shares; 2025Q4: 7,234 shares 7,234 $201K 0.02% -986 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 418 shares; 2024Q4: 483 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 340 shares; 2025Q4: 352 shares 352 $201K 0.02% +12 Timeline COHR COHERENT CORP More: the full row for COHERENT 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: 1,084 shares 1,084 $200K 0.02% new Timeline FNB F N B CORP More: the full row for F N B CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,456 shares; 2024Q4: 22,310 shares; 2025Q1: 11,074 shares; 2025Q2: 10,592 shares; 2025Q3: 12,333 shares; 2025Q4: 11,602 shares 11,602 $198K 0.02% -731 Timeline NWG NATWEST GROUP PLC More: the full row for NATWEST GROUP 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: 11,041 shares 11,041 $193K 0.02% new Timeline VIAV VIAVI SOLUTIONS INC More: the full row for VIAVI SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,197 shares; 2024Q4: 19,676 shares; 2025Q1: 12,375 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,804 shares 10,804 $193K 0.02% new Timeline ACVA ACV AUCTIONS INC More: the full row for ACV AUCTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,067 shares; 2024Q4: 45,455 shares; 2025Q1: 29,069 shares; 2025Q2: 17,425 shares; 2025Q3: 17,180 shares; 2025Q4: 19,428 shares 19,428 $156K 0.01% +2,248 Timeline AQST AQUESTIVE THERAPEUTICS INC More: the full row for AQUESTIVE THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,771 shares; 2024Q4: 13,771 shares; 2025Q1: 23,396 shares; 2025Q2: not reported; 2025Q3: 22,453 shares; 2025Q4: 24,048 shares 24,048 $155K 0.01% +1,595 Timeline DV DOUBLEVERIFY HLDGS INC More: the full row for DOUBLEVERIFY HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,911 shares; 2024Q4: 27,613 shares; 2025Q1: 19,090 shares; 2025Q2: 12,725 shares; 2025Q3: 12,743 shares; 2025Q4: 13,441 shares 13,441 $154K 0.01% +698 Timeline GDYN GRID DYNAMICS HLDGS INC More: the full row for GRID DYNAMICS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,290 shares; 2024Q4: 34,832 shares; 2025Q1: 24,436 shares; 2025Q2: 14,657 shares; 2025Q3: 13,162 shares; 2025Q4: 14,947 shares 14,947 $135K 0.01% +1,785 Timeline NOK NOKIA CORP More: the full row for NOKIA 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: 10,387 shares; 2025Q3: 10,881 shares; 2025Q4: 18,613 shares 18,613 $120K 0.01% +7,732 Timeline NMR NOMURA HLDGS INC More: the full row for NOMURA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,002 shares 12,002 $101K 0.01% new Timeline