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: 217,010 shares; 2024Q4: 214,153 shares; 2025Q1: 212,030 shares; 2025Q2: 206,946 shares; 2025Q3: 205,846 shares; 2025Q4: 202,317 shares 202,317 $55M 3.26% -3,529 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 194,009 shares; 2024Q4: 197,202 shares; 2025Q1: 397,138 shares; 2025Q2: 436,952 shares; 2025Q3: 545,837 shares; 2025Q4: 568,252 shares 568,252 $51.9M 3.07% +22,415 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: 83,721 shares; 2024Q4: 83,563 shares; 2025Q1: 83,999 shares; 2025Q2: 91,580 shares; 2025Q3: 92,842 shares; 2025Q4: 91,104 shares 91,104 $44.1M 2.61% -1,738 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: 47,262 shares; 2024Q4: 48,840 shares; 2025Q1: 51,950 shares; 2025Q2: 54,331 shares; 2025Q3: 64,350 shares; 2025Q4: 61,431 shares 61,431 $41.9M 2.48% -2,919 Timeline FLOT 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: 49,321 shares; 2024Q4: 39,242 shares; 2025Q1: 761,857 shares; 2025Q2: 839,303 shares; 2025Q3: 766,815 shares; 2025Q4: 767,944 shares 767,944 $39.1M 2.31% +1,129 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 151,002 shares; 2024Q4: 270,091 shares; 2025Q1: 179,467 shares; 2025Q2: 218,867 shares; 2025Q3: 252,651 shares; 2025Q4: 378,142 shares 378,142 $34.9M 2.07% +125,491 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 183,826 shares; 2024Q4: 194,716 shares; 2025Q1: 218,011 shares; 2025Q2: 228,714 shares; 2025Q3: 323,746 shares; 2025Q4: 332,281 shares 332,281 $33.2M 1.96% +8,535 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: 82,945 shares; 2024Q4: 80,639 shares; 2025Q1: 80,185 shares; 2025Q2: 82,574 shares; 2025Q3: 88,060 shares; 2025Q4: 85,308 shares 85,308 $27.5M 1.63% -2,752 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: 100,743 shares; 2024Q4: 83,778 shares; 2025Q1: 81,597 shares; 2025Q2: 94,172 shares; 2025Q3: 80,033 shares; 2025Q4: 76,648 shares 76,648 $26.5M 1.57% -3,385 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: 111,654 shares; 2024Q4: 107,223 shares; 2025Q1: 104,911 shares; 2025Q2: 121,122 shares; 2025Q3: 96,242 shares; 2025Q4: 92,261 shares 92,261 $26.3M 1.56% -3,981 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: 72,779 shares; 2024Q4: 72,257 shares; 2025Q1: 74,335 shares; 2025Q2: 76,579 shares; 2025Q3: 79,805 shares; 2025Q4: 80,856 shares 80,856 $25.3M 1.5% +1,051 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: 39,760 shares; 2024Q4: 39,901 shares; 2025Q1: 39,538 shares; 2025Q2: 39,494 shares; 2025Q3: 39,687 shares; 2025Q4: 39,629 shares 39,629 $24.9M 1.47% -58 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: 170,010 shares; 2024Q4: 197,156 shares; 2025Q1: 204,815 shares; 2025Q2: 217,648 shares; 2025Q3: 252,671 shares; 2025Q4: 252,716 shares 252,716 $24.3M 1.44% +45 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 119,031 shares; 2024Q4: 523,136 shares; 2025Q1: 461,756 shares; 2025Q2: 508,041 shares; 2025Q3: 573,926 shares; 2025Q4: 663,580 shares 663,580 $21.6M 1.28% +89,654 Timeline QAI NYLIM ETF TR More: the full row for NYLIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 292,667 shares; 2024Q4: 314,633 shares; 2025Q1: 353,590 shares; 2025Q2: 379,819 shares; 2025Q3: 534,721 shares; 2025Q4: 625,462 shares 625,462 $21M 1.24% +90,741 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: 72,630 shares; 2024Q4: 74,773 shares; 2025Q1: 71,481 shares; 2025Q2: 68,920 shares; 2025Q3: 74,151 shares; 2025Q4: 89,126 shares 89,126 $20.6M 1.22% +14,975 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: 169,289 shares; 2024Q4: 180,835 shares; 2025Q1: 213,880 shares; 2025Q2: 229,661 shares; 2025Q3: 252,169 shares; 2025Q4: 249,330 shares 249,330 $17.8M 1.05% -2,839 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: 77,865 shares; 2024Q4: 89,979 shares; 2025Q1: 112,296 shares; 2025Q2: 121,136 shares; 2025Q3: 150,204 shares; 2025Q4: 180,928 shares 180,928 $17.4M 1.03% +30,724 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: 37,751 shares; 2024Q4: 42,964 shares; 2025Q1: 50,875 shares; 2025Q2: 54,948 shares; 2025Q3: 65,280 shares; 2025Q4: 70,676 shares 70,676 $17.4M 1.03% +5,396 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: 75,753 shares; 2024Q4: 75,573 shares; 2025Q1: 74,771 shares; 2025Q2: 82,911 shares; 2025Q3: 98,567 shares; 2025Q4: 91,033 shares 91,033 $17M 1% -7,534 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: 21,189 shares; 2024Q4: 21,207 shares; 2025Q1: 22,582 shares; 2025Q2: 23,379 shares; 2025Q3: 24,346 shares; 2025Q4: 24,476 shares 24,476 $16.2M 0.96% +130 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: 8,722 shares; 2024Q4: 8,812 shares; 2025Q1: 12,764 shares; 2025Q2: 14,062 shares; 2025Q3: 13,678 shares; 2025Q4: 13,196 shares 13,196 $16M 0.95% -482 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: 44,409 shares; 2024Q4: 44,261 shares; 2025Q1: 44,078 shares; 2025Q2: 46,231 shares; 2025Q3: 45,017 shares; 2025Q4: 45,343 shares 45,343 $15.9M 0.94% +326 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: 105,946 shares; 2024Q4: 111,129 shares; 2025Q1: 115,128 shares; 2025Q2: 119,578 shares; 2025Q3: 131,362 shares; 2025Q4: 128,163 shares 128,163 $15.4M 0.91% -3,199 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 187,960 shares; 2024Q4: 198,536 shares; 2025Q1: 225,573 shares; 2025Q2: 240,237 shares; 2025Q3: 271,251 shares; 2025Q4: 277,963 shares 277,963 $15.2M 0.9% +6,712 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: 13,218 shares; 2024Q4: 16,184 shares; 2025Q1: 17,782 shares; 2025Q2: 22,947 shares; 2025Q3: 24,368 shares; 2025Q4: 42,502 shares 42,502 $12.9M 0.76% +18,134 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: 3,352 shares; 2024Q4: 26,866 shares; 2025Q1: 41,306 shares; 2025Q2: 47,374 shares; 2025Q3: 48,437 shares; 2025Q4: 48,768 shares 48,768 $12.5M 0.74% +331 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 75,459 shares; 2025Q4: 247,136 shares 247,136 $12.5M 0.74% +171,677 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: 14,512 shares; 2024Q4: 14,305 shares; 2025Q1: 14,282 shares; 2025Q2: 13,922 shares; 2025Q3: 14,536 shares; 2025Q4: 14,160 shares 14,160 $12.2M 0.72% -376 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: 17,781 shares; 2024Q4: 17,696 shares; 2025Q1: 17,407 shares; 2025Q2: 17,244 shares; 2025Q3: 17,140 shares; 2025Q4: 17,748 shares 17,748 $12.2M 0.72% +608 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: 22,767 shares; 2024Q4: 22,914 shares; 2025Q1: 21,596 shares; 2025Q2: 22,924 shares; 2025Q3: 23,237 shares; 2025Q4: 23,215 shares 23,215 $11.3M 0.67% -22 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: 63,545 shares; 2024Q4: 47,246 shares; 2025Q1: 42,169 shares; 2025Q2: 41,380 shares; 2025Q3: 37,887 shares; 2025Q4: 35,966 shares 35,966 $11.3M 0.67% -1,921 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: 28,132 shares; 2024Q4: 28,315 shares; 2025Q1: 29,332 shares; 2025Q2: 33,125 shares; 2025Q3: 32,816 shares; 2025Q4: 33,157 shares 33,157 $11.3M 0.67% +341 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: 33,060 shares; 2024Q4: 32,418 shares; 2025Q1: 33,485 shares; 2025Q2: 35,147 shares; 2025Q3: 34,657 shares; 2025Q4: 35,332 shares 35,332 $11M 0.65% +675 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: 20,455 shares; 2024Q4: 20,697 shares; 2025Q1: 23,476 shares; 2025Q2: 21,971 shares; 2025Q3: 20,884 shares; 2025Q4: 20,736 shares 20,736 $10.4M 0.62% -148 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: 7,856 shares; 2024Q4: 7,830 shares; 2025Q1: 7,778 shares; 2025Q2: 8,830 shares; 2025Q3: 8,926 shares; 2025Q4: 18,652 shares 18,652 $9.52M 0.56% +9,726 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: 35,071 shares; 2024Q4: 37,881 shares; 2025Q1: 49,646 shares; 2025Q2: 51,771 shares; 2025Q3: 50,826 shares; 2025Q4: 48,755 shares 48,755 $9.5M 0.56% -2,071 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,698 shares; 2024Q4: 8,825 shares; 2025Q1: 9,155 shares; 2025Q2: 11,318 shares; 2025Q3: 10,986 shares; 2025Q4: 11,557 shares 11,557 $9.48M 0.56% +571 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: 7,154 shares; 2024Q4: 7,171 shares; 2025Q1: 8,582 shares; 2025Q2: 8,599 shares; 2025Q3: 9,036 shares; 2025Q4: 8,629 shares 8,629 $9.27M 0.55% -407 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,183 shares; 2024Q4: 28,636 shares; 2025Q1: 29,853 shares; 2025Q2: 27,352 shares; 2025Q3: 26,497 shares; 2025Q4: 26,823 shares 26,823 $9.06M 0.54% +326 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,680 shares; 2024Q4: 24,096 shares; 2025Q1: 24,631 shares; 2025Q2: 34,371 shares; 2025Q3: 34,256 shares; 2025Q4: 34,995 shares 34,995 $8.96M 0.53% +739 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: 22,922 shares; 2025Q3: 32,461 shares; 2025Q4: 39,727 shares 39,727 $8.95M 0.53% +7,266 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: 14,332 shares; 2024Q4: 15,215 shares; 2025Q1: 15,802 shares; 2025Q2: 16,255 shares; 2025Q3: 23,665 shares; 2025Q4: 19,643 shares 19,643 $8.83M 0.52% -4,022 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: 18,135 shares; 2024Q4: 18,362 shares; 2025Q1: 18,362 shares; 2025Q2: 20,855 shares; 2025Q3: 20,756 shares; 2025Q4: 20,988 shares 20,988 $7.76M 0.46% +232 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,541 shares; 2024Q4: 30,068 shares; 2025Q1: 40,065 shares; 2025Q2: 48,717 shares; 2025Q3: 54,051 shares; 2025Q4: 53,525 shares 53,525 $7.75M 0.46% -526 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: 14,314 shares; 2024Q4: 14,471 shares; 2025Q1: 14,014 shares; 2025Q2: 14,184 shares; 2025Q3: 15,411 shares; 2025Q4: 13,538 shares 13,538 $7.73M 0.46% -1,873 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,136 shares; 2024Q4: 33,557 shares; 2025Q1: 43,423 shares; 2025Q2: 49,459 shares; 2025Q3: 50,000 shares; 2025Q4: 51,162 shares 51,162 $7.69M 0.46% +1,162 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 70,695 shares; 2025Q2: 77,529 shares; 2025Q3: 101,679 shares; 2025Q4: 109,527 shares 109,527 $7.68M 0.45% +7,848 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,933 shares; 2024Q4: 64,236 shares; 2025Q1: 69,945 shares; 2025Q2: 73,583 shares; 2025Q3: 89,639 shares; 2025Q4: 94,323 shares 94,323 $7.52M 0.45% +4,684 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: 45,488 shares; 2024Q4: 45,299 shares; 2025Q1: 47,190 shares; 2025Q2: 43,712 shares; 2025Q3: 38,126 shares; 2025Q4: 36,180 shares 36,180 $7.49M 0.44% -1,946 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 117,012 shares; 2024Q4: 116,904 shares; 2025Q1: 116,907 shares; 2025Q2: 116,221 shares; 2025Q3: 116,221 shares; 2025Q4: 116,221 shares 116,221 $7.48M 0.44% 0 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: 33,781 shares; 2024Q4: 33,723 shares; 2025Q1: 35,010 shares; 2025Q2: 35,184 shares; 2025Q3: 35,392 shares; 2025Q4: 35,490 shares 35,490 $6.78M 0.4% +98 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: 51,379 shares; 2024Q4: 51,554 shares; 2025Q1: 51,260 shares; 2025Q2: 51,379 shares; 2025Q3: 51,645 shares; 2025Q4: 46,952 shares 46,952 $6.73M 0.4% -4,693 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: 19,102 shares; 2024Q4: 18,759 shares; 2025Q1: 18,869 shares; 2025Q2: 18,811 shares; 2025Q3: 25,905 shares; 2025Q4: 22,075 shares 22,075 $6.54M 0.39% -3,830 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,856 shares; 2024Q4: 21,085 shares; 2025Q1: 42,922 shares; 2025Q2: 46,749 shares; 2025Q3: 48,157 shares; 2025Q4: 48,858 shares 48,858 $6.49M 0.38% +701 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: 24,921 shares; 2024Q4: 25,287 shares; 2025Q1: 21,323 shares; 2025Q2: 22,515 shares; 2025Q3: 22,037 shares; 2025Q4: 22,323 shares 22,323 $6.47M 0.38% +286 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,485 shares; 2024Q4: 26,472 shares; 2025Q1: 26,489 shares; 2025Q2: 25,328 shares; 2025Q3: 25,279 shares; 2025Q4: 29,359 shares 29,359 $6.45M 0.38% +4,080 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,640 shares; 2024Q4: 6,700 shares; 2025Q1: 7,157 shares; 2025Q2: 8,086 shares; 2025Q3: 7,780 shares; 2025Q4: 7,906 shares 7,906 $6.4M 0.38% +126 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: 10,404 shares; 2024Q4: 8,031 shares; 2025Q1: 8,133 shares; 2025Q2: 40,329 shares; 2025Q3: 38,564 shares; 2025Q4: 38,982 shares 38,982 $6.27M 0.37% +418 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: 21,538 shares; 2024Q4: 17,729 shares; 2025Q1: 19,771 shares; 2025Q2: 21,818 shares; 2025Q3: 20,144 shares; 2025Q4: 20,261 shares 20,261 $6.24M 0.37% +117 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: 39,686 shares; 2024Q4: 42,587 shares; 2025Q1: 47,414 shares; 2025Q2: 50,378 shares; 2025Q3: 70,373 shares; 2025Q4: 69,747 shares 69,747 $6.17M 0.37% -626 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: 48,346 shares; 2024Q4: 52,807 shares; 2025Q1: 50,046 shares; 2025Q2: 51,919 shares; 2025Q3: 69,008 shares; 2025Q4: 65,517 shares 65,517 $6.11M 0.36% -3,491 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,659 shares; 2024Q4: 18,710 shares; 2025Q1: 19,126 shares; 2025Q2: 19,019 shares; 2025Q3: 20,142 shares; 2025Q4: 17,458 shares 17,458 $6.01M 0.36% -2,684 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: 32,443 shares; 2024Q4: 32,717 shares; 2025Q1: 36,406 shares; 2025Q2: 33,544 shares; 2025Q3: 38,211 shares; 2025Q4: 32,261 shares 32,261 $5.92M 0.35% -5,950 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: 22,326 shares; 2024Q4: 25,453 shares; 2025Q1: 26,218 shares; 2025Q2: 27,317 shares; 2025Q3: 26,464 shares; 2025Q4: 25,121 shares 25,121 $5.74M 0.34% -1,343 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: 12,479 shares; 2024Q4: 12,433 shares; 2025Q1: 12,007 shares; 2025Q2: 11,760 shares; 2025Q3: 11,948 shares; 2025Q4: 12,124 shares 12,124 $5.74M 0.34% +176 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: 8,472 shares; 2024Q4: 10,603 shares; 2025Q1: 10,415 shares; 2025Q2: 9,912 shares; 2025Q3: 11,559 shares; 2025Q4: 9,688 shares 9,688 $5.55M 0.33% -1,871 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: 91,377 shares; 2024Q4: 91,890 shares; 2025Q1: 88,865 shares; 2025Q2: 88,805 shares; 2025Q3: 103,649 shares; 2025Q4: 99,022 shares 99,022 $5.45M 0.32% -4,627 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: 24,972 shares; 2024Q4: 30,336 shares; 2025Q1: 33,431 shares; 2025Q2: 34,060 shares; 2025Q3: 36,331 shares; 2025Q4: 35,540 shares 35,540 $5.42M 0.32% -791 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: 10,848 shares; 2024Q4: 11,227 shares; 2025Q1: 15,533 shares; 2025Q2: 16,465 shares; 2025Q3: 18,385 shares; 2025Q4: 17,901 shares 17,901 $5.41M 0.32% -484 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: 88,254 shares; 2024Q4: 87,147 shares; 2025Q1: 92,334 shares; 2025Q2: 101,380 shares; 2025Q3: 113,281 shares; 2025Q4: 107,446 shares 107,446 $5.29M 0.31% -5,835 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: 13,139 shares; 2024Q4: 15,039 shares; 2025Q1: 16,546 shares; 2025Q2: 16,952 shares; 2025Q3: 16,725 shares; 2025Q4: 15,952 shares 15,952 $5.22M 0.31% -773 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 28,933 shares; 2025Q3: 34,316 shares; 2025Q4: 32,814 shares 32,814 $5.18M 0.31% -1,502 Timeline APG API GROUP CORP More: the full row for API GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,964 shares; 2024Q4: 77,286 shares; 2025Q1: 79,825 shares; 2025Q2: 89,411 shares; 2025Q3: 133,095 shares; 2025Q4: 134,247 shares 134,247 $5.14M 0.3% +1,152 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: 7,953 shares; 2024Q4: 8,076 shares; 2025Q1: 9,718 shares; 2025Q2: 9,479 shares; 2025Q3: 9,345 shares; 2025Q4: 9,464 shares 9,464 $5.04M 0.3% +119 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: 32,110 shares; 2024Q4: 33,259 shares; 2025Q1: 37,249 shares; 2025Q2: 39,706 shares; 2025Q3: 51,783 shares; 2025Q4: 51,226 shares 51,226 $4.93M 0.29% -557 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: 56,079 shares; 2024Q4: 47,191 shares; 2025Q1: 45,976 shares; 2025Q2: 41,748 shares; 2025Q3: 42,056 shares; 2025Q4: 46,449 shares 46,449 $4.89M 0.29% +4,393 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: 28,905 shares; 2024Q4: 31,955 shares; 2025Q1: 31,497 shares; 2025Q2: 31,727 shares; 2025Q3: 34,259 shares; 2025Q4: 34,049 shares 34,049 $4.89M 0.29% -210 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: 4,047 shares; 2024Q4: 3,777 shares; 2025Q1: 4,233 shares; 2025Q2: 4,481 shares; 2025Q3: 8,232 shares; 2025Q4: 8,429 shares 8,429 $4.88M 0.29% +197 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: 11,919 shares; 2024Q4: 14,048 shares; 2025Q1: 15,086 shares; 2025Q2: 16,230 shares; 2025Q3: 16,692 shares; 2025Q4: 16,751 shares 16,751 $4.86M 0.29% +59 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: 3,844 shares; 2024Q4: 3,886 shares; 2025Q1: 4,235 shares; 2025Q2: 4,602 shares; 2025Q3: 5,034 shares; 2025Q4: 4,475 shares 4,475 $4.79M 0.28% -559 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: 5,627 shares; 2024Q4: 5,719 shares; 2025Q1: 5,869 shares; 2025Q2: 5,651 shares; 2025Q3: 5,880 shares; 2025Q4: 14,195 shares 14,195 $4.76M 0.28% +8,315 Timeline USFD US FOODS HLDG CORP More: the full row for US FOODS HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,530 shares; 2024Q4: 59,864 shares; 2025Q1: 59,881 shares; 2025Q2: 64,255 shares; 2025Q3: 60,713 shares; 2025Q4: 62,197 shares 62,197 $4.68M 0.28% +1,484 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: 277,637 shares; 2024Q4: 276,776 shares; 2025Q1: 305,106 shares; 2025Q2: 328,009 shares; 2025Q3: 337,257 shares; 2025Q4: 332,871 shares 332,871 $4.67M 0.28% -4,386 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,090 shares; 2024Q4: 7,095 shares; 2025Q1: 8,682 shares; 2025Q2: 9,060 shares; 2025Q3: 34,754 shares; 2025Q4: 24,247 shares 24,247 $4.64M 0.27% -10,507 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: 135,782 shares; 2024Q4: 120,144 shares; 2025Q1: 117,970 shares; 2025Q2: 116,730 shares; 2025Q3: 121,365 shares; 2025Q4: 112,233 shares 112,233 $4.57M 0.27% -9,132 Timeline DFUV 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: 120,891 shares; 2024Q4: 120,891 shares; 2025Q1: 120,891 shares; 2025Q2: 120,891 shares; 2025Q3: 115,091 shares; 2025Q4: 98,091 shares 98,091 $4.57M 0.27% -17,000 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: 34,686 shares; 2024Q4: 34,666 shares; 2025Q1: 35,060 shares; 2025Q2: 35,432 shares; 2025Q3: 46,817 shares; 2025Q4: 40,892 shares 40,892 $4.56M 0.27% -5,925 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,364 shares; 2024Q4: 15,583 shares; 2025Q1: 21,814 shares; 2025Q2: 28,442 shares; 2025Q3: 55,431 shares; 2025Q4: 56,012 shares 56,012 $4.52M 0.27% +581 Timeline DFAT 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: 80,135 shares; 2024Q4: 80,135 shares; 2025Q1: 80,135 shares; 2025Q2: 80,135 shares; 2025Q3: 75,635 shares; 2025Q4: 75,635 shares 75,635 $4.5M 0.27% 0 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: 128,195 shares; 2024Q4: 113,640 shares; 2025Q1: 124,794 shares; 2025Q2: 151,148 shares; 2025Q3: 186,650 shares; 2025Q4: 179,554 shares 179,554 $4.47M 0.26% -7,096 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: 58,348 shares; 2024Q4: 56,810 shares; 2025Q1: 56,158 shares; 2025Q2: 55,663 shares; 2025Q3: 65,728 shares; 2025Q4: 57,119 shares 57,119 $4.4M 0.26% -8,609 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 33,754 shares; 2025Q4: 34,610 shares 34,610 $4.33M 0.26% +856 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: 2,127 shares; 2024Q4: 2,125 shares; 2025Q1: 1,240 shares; 2025Q2: 1,455 shares; 2025Q3: 1,340 shares; 2025Q4: 1,264 shares 1,264 $4.29M 0.25% -76 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: 76,293 shares; 2024Q4: 67,548 shares; 2025Q1: 64,566 shares; 2025Q2: 68,946 shares; 2025Q3: 75,773 shares; 2025Q4: 74,311 shares 74,311 $4.28M 0.25% -1,462 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: 5,100 shares; 2024Q4: 5,702 shares; 2025Q1: 6,388 shares; 2025Q2: 5,868 shares; 2025Q3: 6,102 shares; 2025Q4: 6,829 shares 6,829 $4.2M 0.25% +727 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: 18,661 shares; 2024Q4: 10,537 shares; 2025Q1: 20,423 shares; 2025Q2: 21,213 shares; 2025Q3: 20,749 shares; 2025Q4: 11,881 shares 11,881 $4.16M 0.25% -8,868 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,679 shares; 2024Q4: 40,674 shares; 2025Q1: 47,469 shares; 2025Q2: 53,163 shares; 2025Q3: 57,846 shares; 2025Q4: 59,883 shares 59,883 $4.16M 0.25% +2,037 Timeline BHRB BURKE HERBERT FINL SVCS CORP More: the full row for BURKE HERBERT FINL SVCS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,500 shares; 2024Q4: 68,384 shares; 2025Q1: 71,707 shares; 2025Q2: 71,707 shares; 2025Q3: 67,707 shares; 2025Q4: 66,667 shares 66,667 $4.15M 0.25% -1,040 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: 19,497 shares; 2024Q4: 29,957 shares; 2025Q1: 29,972 shares; 2025Q2: 37,543 shares; 2025Q3: 47,887 shares; 2025Q4: 50,859 shares 50,859 $4.14M 0.24% +2,972 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: 35,714 shares; 2024Q4: 34,391 shares; 2025Q1: 35,466 shares; 2025Q2: 15,880 shares; 2025Q3: 14,285 shares; 2025Q4: 14,255 shares 14,255 $4.12M 0.24% -30 Timeline LTH LIFE TIME GROUP HOLDINGS INC More: the full row for LIFE TIME GROUP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 152,418 shares 152,418 $4.05M 0.24% new 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: 30,099 shares; 2024Q4: 27,611 shares; 2025Q1: 27,145 shares; 2025Q2: 21,208 shares; 2025Q3: 21,356 shares; 2025Q4: 25,140 shares 25,140 $4.03M 0.24% +3,784 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,968 shares; 2024Q4: 26,885 shares; 2025Q1: 27,075 shares; 2025Q2: 27,097 shares; 2025Q3: 27,003 shares; 2025Q4: 27,165 shares 27,165 $3.9M 0.23% +162 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: 9,631 shares; 2024Q4: 11,223 shares; 2025Q1: 24,100 shares; 2025Q2: 29,396 shares; 2025Q3: 43,500 shares; 2025Q4: 38,914 shares 38,914 $3.74M 0.22% -4,586 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: not reported; 2024Q4: 441 shares; 2025Q1: not reported; 2025Q2: 5,636 shares; 2025Q3: 5,830 shares; 2025Q4: 5,967 shares 5,967 $3.65M 0.22% +137 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: 37,984 shares; 2024Q4: 37,985 shares; 2025Q1: 37,303 shares; 2025Q2: 37,681 shares; 2025Q3: 41,701 shares; 2025Q4: 44,337 shares 44,337 $3.55M 0.21% +2,636 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: 5,256 shares; 2024Q4: 5,445 shares; 2025Q1: 4,188 shares; 2025Q2: 4,293 shares; 2025Q3: 3,935 shares; 2025Q4: 3,931 shares 3,931 $3.46M 0.2% -4 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,450 shares; 2024Q4: 8,289 shares; 2025Q1: 8,323 shares; 2025Q2: 8,388 shares; 2025Q3: 11,096 shares; 2025Q4: 10,201 shares 10,201 $3.43M 0.2% -895 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,501 shares; 2024Q4: 32,508 shares; 2025Q1: 39,301 shares; 2025Q2: 40,283 shares; 2025Q3: 41,502 shares; 2025Q4: 37,297 shares 37,297 $3.43M 0.2% -4,205 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: 16,957 shares; 2024Q4: 17,037 shares; 2025Q1: 18,769 shares; 2025Q2: 16,062 shares; 2025Q3: 15,827 shares; 2025Q4: 10,171 shares 10,171 $3.36M 0.2% -5,656 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: 11,895 shares; 2024Q4: 12,280 shares; 2025Q1: 12,417 shares; 2025Q2: 12,283 shares; 2025Q3: 11,235 shares; 2025Q4: 10,942 shares 10,942 $3.34M 0.2% -293 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: 14,725 shares; 2024Q4: 14,605 shares; 2025Q1: 14,907 shares; 2025Q2: 14,244 shares; 2025Q3: 14,173 shares; 2025Q4: 15,856 shares 15,856 $3.34M 0.2% +1,683 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: 24,252 shares; 2024Q4: 23,793 shares; 2025Q1: 42,377 shares; 2025Q2: 45,863 shares; 2025Q3: 43,969 shares; 2025Q4: 19,146 shares 19,146 $3.27M 0.19% -24,823 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: 47,494 shares; 2024Q4: 51,272 shares; 2025Q1: 50,648 shares; 2025Q2: 45,264 shares; 2025Q3: 45,347 shares; 2025Q4: 45,526 shares 45,526 $3.18M 0.19% +179 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: 17,533 shares; 2024Q4: 16,801 shares; 2025Q1: 16,579 shares; 2025Q2: 16,348 shares; 2025Q3: 16,376 shares; 2025Q4: 16,114 shares 16,114 $3.14M 0.19% -262 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: 22,929 shares; 2024Q4: 18,649 shares; 2025Q1: 19,569 shares; 2025Q2: 20,843 shares; 2025Q3: 6,251 shares; 2025Q4: 6,717 shares 6,717 $3.14M 0.19% +466 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: 11,175 shares; 2024Q4: 16,726 shares; 2025Q1: 17,594 shares; 2025Q2: 18,921 shares; 2025Q3: 17,507 shares; 2025Q4: 17,574 shares 17,574 $3.12M 0.18% +67 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: not reported; 2025Q1: 6,820 shares; 2025Q2: 13,245 shares; 2025Q3: 22,300 shares; 2025Q4: 24,418 shares 24,418 $3.12M 0.18% +2,118 Timeline OMF ONEMAIN HLDGS INC More: the full row for ONEMAIN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,153 shares; 2024Q4: 35,228 shares; 2025Q1: 35,753 shares; 2025Q2: 37,683 shares; 2025Q3: 37,814 shares; 2025Q4: 46,181 shares 46,181 $3.12M 0.18% +8,367 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: 18,150 shares; 2024Q4: 17,140 shares; 2025Q1: 15,737 shares; 2025Q2: 15,977 shares; 2025Q3: 36,374 shares; 2025Q4: 25,879 shares 25,879 $3.11M 0.18% -10,495 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,599 shares; 2024Q4: 21,719 shares; 2025Q1: 89,112 shares; 2025Q2: 111,518 shares; 2025Q3: 128,340 shares; 2025Q4: 127,508 shares 127,508 $3.11M 0.18% -832 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: 39,214 shares; 2024Q4: 38,039 shares; 2025Q1: 35,432 shares; 2025Q2: 34,059 shares; 2025Q3: 61,223 shares; 2025Q4: 47,040 shares 47,040 $3.1M 0.18% -14,183 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: 8,116 shares; 2024Q4: 11,088 shares; 2025Q1: 11,491 shares; 2025Q2: 11,579 shares; 2025Q3: 11,647 shares; 2025Q4: 14,798 shares 14,798 $3M 0.18% +3,151 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: 13,805 shares; 2024Q4: 11,671 shares; 2025Q1: 11,619 shares; 2025Q2: 13,980 shares; 2025Q3: 14,114 shares; 2025Q4: 14,105 shares 14,105 $2.94M 0.17% -9 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: 12,637 shares; 2024Q4: 12,660 shares; 2025Q1: 11,500 shares; 2025Q2: 7,784 shares; 2025Q3: 21,765 shares; 2025Q4: 26,242 shares 26,242 $2.94M 0.17% +4,477 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: 11,509 shares; 2024Q4: 12,268 shares; 2025Q1: 13,025 shares; 2025Q2: 13,084 shares; 2025Q3: 13,120 shares; 2025Q4: 12,592 shares 12,592 $2.91M 0.17% -528 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: 31,455 shares; 2024Q4: 32,321 shares; 2025Q1: 32,384 shares; 2025Q2: 32,307 shares; 2025Q3: 40,794 shares; 2025Q4: 36,160 shares 36,160 $2.9M 0.17% -4,634 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,893 shares; 2024Q4: 37,859 shares; 2025Q1: 29,063 shares; 2025Q2: 34,376 shares; 2025Q3: 34,595 shares; 2025Q4: 34,553 shares 34,553 $2.88M 0.17% -42 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: 17,474 shares; 2025Q1: 17,564 shares; 2025Q2: 21,537 shares; 2025Q3: 22,885 shares; 2025Q4: 21,957 shares 21,957 $2.88M 0.17% -928 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: 43,888 shares 43,888 $2.87M 0.17% 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: 9,545 shares; 2024Q4: 9,631 shares; 2025Q1: 9,546 shares; 2025Q2: 9,529 shares; 2025Q3: 10,823 shares; 2025Q4: 19,621 shares 19,621 $2.82M 0.17% +8,798 Timeline QUAL 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: 10,893 shares; 2024Q4: 12,613 shares; 2025Q1: 11,745 shares; 2025Q2: 10,135 shares; 2025Q3: 10,216 shares; 2025Q4: 14,216 shares 14,216 $2.82M 0.17% +4,000 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: 46,916 shares; 2024Q4: 46,709 shares; 2025Q1: 47,859 shares; 2025Q2: 47,266 shares; 2025Q3: 52,267 shares; 2025Q4: 52,745 shares 52,745 $2.81M 0.17% +478 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: 10,208 shares; 2024Q4: 10,224 shares; 2025Q1: 9,929 shares; 2025Q2: 7,968 shares; 2025Q3: 8,140 shares; 2025Q4: 7,945 shares 7,945 $2.8M 0.17% -195 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: 33,676 shares; 2024Q4: 33,562 shares; 2025Q1: 38,675 shares; 2025Q2: 39,358 shares; 2025Q3: 39,305 shares; 2025Q4: 39,279 shares 39,279 $2.7M 0.16% -26 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: 15,253 shares; 2024Q4: 17,919 shares; 2025Q1: 17,837 shares; 2025Q2: 18,513 shares; 2025Q3: 26,392 shares; 2025Q4: 22,957 shares 22,957 $2.69M 0.16% -3,435 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: 29,027 shares; 2024Q4: 30,130 shares; 2025Q1: 23,701 shares; 2025Q2: 24,377 shares; 2025Q3: 29,257 shares; 2025Q4: 21,418 shares 21,418 $2.68M 0.16% -7,839 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: 11,220 shares; 2024Q4: 10,929 shares; 2025Q1: 11,475 shares; 2025Q2: 10,478 shares; 2025Q3: 15,934 shares; 2025Q4: 12,461 shares 12,461 $2.67M 0.16% -3,473 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: 25,074 shares; 2024Q4: 25,672 shares; 2025Q1: 25,176 shares; 2025Q2: 26,546 shares; 2025Q3: 28,308 shares; 2025Q4: 29,827 shares 29,827 $2.67M 0.16% +1,519 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: 9,652 shares; 2024Q4: 19,753 shares; 2025Q1: 24,922 shares; 2025Q2: 29,617 shares; 2025Q3: 33,371 shares; 2025Q4: 33,595 shares 33,595 $2.65M 0.16% +224 Timeline AGO ASSURED GUARANTY LTD More: the full row for ASSURED GUARANTY LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,912 shares; 2024Q4: 28,993 shares; 2025Q1: 28,993 shares; 2025Q2: 28,993 shares; 2025Q3: 28,982 shares; 2025Q4: 28,982 shares 28,982 $2.6M 0.15% 0 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,400 shares; 2024Q4: 22,919 shares; 2025Q1: 19,443 shares; 2025Q2: 15,080 shares; 2025Q3: 14,970 shares; 2025Q4: 12,641 shares 12,641 $2.6M 0.15% -2,329 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,823 shares; 2024Q4: 30,383 shares; 2025Q1: 22,320 shares; 2025Q2: 24,117 shares; 2025Q3: 20,277 shares; 2025Q4: 15,874 shares 15,874 $2.56M 0.15% -4,403 Timeline OWL BLUE OWL CAPITAL INC More: the full row for BLUE OWL CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 114,901 shares; 2024Q4: 96,870 shares; 2025Q1: 115,421 shares; 2025Q2: 118,209 shares; 2025Q3: 130,157 shares; 2025Q4: 166,802 shares 166,802 $2.49M 0.15% +36,645 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: 37,331 shares 37,331 $2.44M 0.14% new Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,753 shares; 2024Q4: 5,762 shares; 2025Q1: 5,850 shares; 2025Q2: 7,492 shares; 2025Q3: 6,055 shares; 2025Q4: 6,037 shares 6,037 $2.39M 0.14% -18 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: 10,736 shares; 2024Q4: 19,819 shares; 2025Q1: 10,748 shares; 2025Q2: 10,674 shares; 2025Q3: 11,165 shares; 2025Q4: 20,618 shares 20,618 $2.35M 0.14% +9,453 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: 11,836 shares; 2024Q4: 25,615 shares; 2025Q1: 32,303 shares; 2025Q2: 32,536 shares; 2025Q3: 31,892 shares; 2025Q4: 31,470 shares 31,470 $2.32M 0.14% -422 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,234 shares; 2024Q4: 2,966 shares; 2025Q1: 5,650 shares; 2025Q2: 7,382 shares; 2025Q3: 9,915 shares; 2025Q4: 10,119 shares 10,119 $2.31M 0.14% +204 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: 22,564 shares; 2024Q4: 22,701 shares; 2025Q1: 22,800 shares; 2025Q2: 38,929 shares; 2025Q3: 41,135 shares; 2025Q4: 40,912 shares 40,912 $2.31M 0.14% -223 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: 23,958 shares; 2024Q4: 25,013 shares; 2025Q1: 24,119 shares; 2025Q2: 22,051 shares; 2025Q3: 31,610 shares; 2025Q4: 26,334 shares 26,334 $2.3M 0.14% -5,276 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: 13,572 shares; 2024Q4: 12,478 shares; 2025Q1: 11,614 shares; 2025Q2: 9,879 shares; 2025Q3: 10,498 shares; 2025Q4: 10,568 shares 10,568 $2.29M 0.14% +70 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 33,304 shares; 2025Q4: 18,765 shares 18,765 $2.24M 0.13% -14,539 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 150,709 shares; 2024Q4: 134,156 shares; 2025Q1: 58,431 shares; 2025Q2: 58,891 shares; 2025Q3: 64,381 shares; 2025Q4: 64,305 shares 64,305 $2.18M 0.13% -76 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,634 shares 21,634 $2.17M 0.13% new 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: 20,393 shares; 2024Q4: 17,330 shares; 2025Q1: 16,554 shares; 2025Q2: 16,416 shares; 2025Q3: 12,105 shares; 2025Q4: 12,104 shares 12,104 $2.15M 0.13% -1 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: 30,895 shares; 2024Q4: 30,285 shares; 2025Q1: 30,152 shares; 2025Q2: 29,928 shares; 2025Q3: 29,763 shares; 2025Q4: 29,817 shares 29,817 $2.13M 0.13% +54 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: 23,729 shares; 2024Q4: 23,925 shares; 2025Q1: 26,195 shares; 2025Q2: 26,535 shares; 2025Q3: 27,028 shares; 2025Q4: 27,516 shares 27,516 $2.13M 0.13% +488 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,660 shares; 2024Q4: 43,942 shares; 2025Q1: 43,410 shares; 2025Q2: 43,535 shares; 2025Q3: 44,009 shares; 2025Q4: 44,005 shares 44,005 $2.1M 0.12% -4 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: 12,946 shares; 2024Q4: 11,619 shares; 2025Q1: 11,577 shares; 2025Q2: 15,632 shares; 2025Q3: 20,115 shares; 2025Q4: 19,846 shares 19,846 $2.08M 0.12% -269 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: 54,289 shares; 2024Q4: 42,363 shares; 2025Q1: 54,554 shares; 2025Q2: 34,043 shares; 2025Q3: 35,134 shares; 2025Q4: 20,782 shares 20,782 $2.06M 0.12% -14,352 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,248 shares; 2024Q4: 3,179 shares; 2025Q1: 3,421 shares; 2025Q2: 3,429 shares; 2025Q3: 3,101 shares; 2025Q4: 3,154 shares 3,154 $2.06M 0.12% +53 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: 37,976 shares; 2024Q4: 34,102 shares; 2025Q1: 32,956 shares; 2025Q2: 33,461 shares; 2025Q3: 22,552 shares; 2025Q4: 21,958 shares 21,958 $2.06M 0.12% -594 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: 57,736 shares; 2024Q4: 56,853 shares; 2025Q1: 54,260 shares; 2025Q2: 66,962 shares; 2025Q3: 72,179 shares; 2025Q4: 68,573 shares 68,573 $2.05M 0.12% -3,606 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,025 shares; 2024Q4: 43,909 shares; 2025Q1: 43,974 shares; 2025Q2: 46,253 shares; 2025Q3: 54,171 shares; 2025Q4: 54,013 shares 54,013 $2.02M 0.12% -158 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,140 shares; 2024Q4: 7,744 shares; 2025Q1: 9,725 shares; 2025Q2: 9,647 shares; 2025Q3: 9,526 shares; 2025Q4: 8,852 shares 8,852 $2M 0.12% -674 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: 42,291 shares; 2024Q4: 42,481 shares; 2025Q1: 45,236 shares; 2025Q2: 137,043 shares; 2025Q3: 169,247 shares; 2025Q4: 170,643 shares 170,643 $2M 0.12% +1,396 Timeline WD WALKER & DUNLOP INC More: the full row for WALKER & DUNLOP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,646 shares; 2024Q4: 35,324 shares; 2025Q1: 36,481 shares; 2025Q2: 41,527 shares; 2025Q3: 53,932 shares; 2025Q4: 32,806 shares 32,806 $1.97M 0.12% -21,126 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,986 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 30,896 shares; 2025Q3: 34,073 shares; 2025Q4: 34,627 shares 34,627 $1.96M 0.12% +554 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: 10,532 shares; 2025Q1: 10,642 shares; 2025Q2: 10,887 shares; 2025Q3: 11,075 shares; 2025Q4: 11,412 shares 11,412 $1.95M 0.12% +337 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: 10,283 shares; 2024Q4: 12,523 shares; 2025Q1: 12,310 shares; 2025Q2: 11,222 shares; 2025Q3: 14,794 shares; 2025Q4: 15,168 shares 15,168 $1.94M 0.11% +374 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: 16,449 shares; 2024Q4: 16,462 shares; 2025Q1: 15,859 shares; 2025Q2: 15,973 shares; 2025Q3: 23,865 shares; 2025Q4: 16,760 shares 16,760 $1.93M 0.11% -7,105 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: 20,285 shares; 2024Q4: 23,317 shares; 2025Q1: 23,025 shares; 2025Q2: 23,534 shares; 2025Q3: 19,388 shares; 2025Q4: 16,473 shares 16,473 $1.91M 0.11% -2,915 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,994 shares; 2024Q4: 29,744 shares; 2025Q1: 30,653 shares; 2025Q2: 30,607 shares; 2025Q3: 28,254 shares; 2025Q4: 27,903 shares 27,903 $1.9M 0.11% -351 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,546 shares; 2025Q1: 6,666 shares; 2025Q2: 11,808 shares; 2025Q3: 13,493 shares; 2025Q4: 13,314 shares 13,314 $1.82M 0.11% -179 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: 10,090 shares; 2024Q4: 10,107 shares; 2025Q1: 9,570 shares; 2025Q2: 8,317 shares; 2025Q3: 8,158 shares; 2025Q4: 7,902 shares 7,902 $1.81M 0.11% -256 Timeline DFUS 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: 28,142 shares; 2024Q4: 26,802 shares; 2025Q1: 26,802 shares; 2025Q2: 25,684 shares; 2025Q3: 25,511 shares; 2025Q4: 24,387 shares 24,387 $1.81M 0.11% -1,124 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,667 shares; 2024Q4: 3,700 shares; 2025Q1: 3,201 shares; 2025Q2: 3,265 shares; 2025Q3: 3,435 shares; 2025Q4: 3,135 shares 3,135 $1.8M 0.11% -300 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: 1,491 shares; 2024Q4: 1,498 shares; 2025Q1: 2,399 shares; 2025Q2: 2,449 shares; 2025Q3: 2,805 shares; 2025Q4: 18,653 shares 18,653 $1.75M 0.1% +15,848 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: 5,951 shares; 2024Q4: 5,969 shares; 2025Q1: 6,117 shares; 2025Q2: 6,427 shares; 2025Q3: 6,584 shares; 2025Q4: 6,601 shares 6,601 $1.73M 0.1% +17 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: 26,823 shares; 2024Q4: 23,888 shares; 2025Q1: 23,158 shares; 2025Q2: 23,419 shares; 2025Q3: 25,065 shares; 2025Q4: 25,437 shares 25,437 $1.71M 0.1% +372 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,772 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 47,896 shares; 2025Q4: 27,304 shares 27,304 $1.71M 0.1% -20,592 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,247 shares; 2024Q4: 10,667 shares; 2025Q1: 10,191 shares; 2025Q2: 17,447 shares; 2025Q3: 19,285 shares; 2025Q4: 19,573 shares 19,573 $1.7M 0.1% +288 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: 7,327 shares; 2024Q4: 22,488 shares; 2025Q1: 25,477 shares; 2025Q2: 23,653 shares; 2025Q3: 24,313 shares; 2025Q4: 24,770 shares 24,770 $1.67M 0.1% +457 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: 12,435 shares; 2024Q4: 12,438 shares; 2025Q1: 6,567 shares; 2025Q2: 5,714 shares; 2025Q3: 5,106 shares; 2025Q4: 6,083 shares 6,083 $1.66M 0.1% +977 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,037 shares; 2024Q4: 13,079 shares; 2025Q1: 13,137 shares; 2025Q2: 35,676 shares; 2025Q3: 61,243 shares; 2025Q4: 68,375 shares 68,375 $1.66M 0.1% +7,132 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,959 shares; 2024Q4: 2,959 shares; 2025Q1: 2,966 shares; 2025Q2: 2,984 shares; 2025Q3: 8,908 shares; 2025Q4: 11,423 shares 11,423 $1.65M 0.1% +2,515 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: 3,330 shares; 2024Q4: 9,786 shares; 2025Q1: 18,547 shares; 2025Q2: 27,419 shares; 2025Q3: 28,541 shares; 2025Q4: 27,970 shares 27,970 $1.63M 0.1% -571 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,352 shares; 2024Q4: 19,094 shares; 2025Q1: 19,106 shares; 2025Q2: 19,243 shares; 2025Q3: 19,073 shares; 2025Q4: 18,645 shares 18,645 $1.63M 0.1% -428 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,523 shares; 2024Q4: 30,909 shares; 2025Q1: 34,546 shares; 2025Q2: 34,379 shares; 2025Q3: 34,487 shares; 2025Q4: 33,484 shares 33,484 $1.62M 0.1% -1,003 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: 13,604 shares; 2024Q4: 13,598 shares; 2025Q1: 13,621 shares; 2025Q2: 13,684 shares; 2025Q3: 11,970 shares; 2025Q4: 11,982 shares 11,982 $1.59M 0.09% +12 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,639 shares; 2025Q1: 7,548 shares; 2025Q2: 9,472 shares; 2025Q3: 10,864 shares; 2025Q4: 11,141 shares 11,141 $1.58M 0.09% +277 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,353 shares; 2025Q2: 20,908 shares; 2025Q3: 22,175 shares; 2025Q4: 22,175 shares 22,175 $1.57M 0.09% 0 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: 7,927 shares; 2024Q4: 7,867 shares; 2025Q1: 7,374 shares; 2025Q2: 6,474 shares; 2025Q3: 6,436 shares; 2025Q4: 9,057 shares 9,057 $1.57M 0.09% +2,621 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,550 shares; 2024Q4: 6,368 shares; 2025Q1: 4,366 shares; 2025Q2: 7,710 shares; 2025Q3: 5,775 shares; 2025Q4: 5,540 shares 5,540 $1.57M 0.09% -235 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: 8,612 shares; 2024Q4: 8,538 shares; 2025Q1: 8,203 shares; 2025Q2: 8,304 shares; 2025Q3: 10,276 shares; 2025Q4: 10,208 shares 10,208 $1.57M 0.09% -68 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 63,661 shares; 2025Q4: 33,229 shares 33,229 $1.56M 0.09% -30,432 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,372 shares; 2024Q4: 8,667 shares; 2025Q1: 8,297 shares; 2025Q2: 17,034 shares; 2025Q3: 17,307 shares; 2025Q4: 34,629 shares 34,629 $1.55M 0.09% +17,322 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,154 shares; 2024Q4: 15,495 shares; 2025Q1: 15,107 shares; 2025Q2: 13,549 shares; 2025Q3: 27,840 shares; 2025Q4: 19,220 shares 19,220 $1.54M 0.09% -8,620 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: 39,302 shares; 2024Q4: 42,961 shares; 2025Q1: 40,720 shares; 2025Q2: 36,538 shares; 2025Q3: 36,954 shares; 2025Q4: 38,098 shares 38,098 $1.54M 0.09% +1,144 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: 16,337 shares; 2024Q4: 16,358 shares; 2025Q1: 12,379 shares; 2025Q2: 9,319 shares; 2025Q3: 9,055 shares; 2025Q4: 9,435 shares 9,435 $1.53M 0.09% +380 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: 3,343 shares; 2024Q4: 3,330 shares; 2025Q1: 3,432 shares; 2025Q2: 4,244 shares; 2025Q3: 8,857 shares; 2025Q4: 6,228 shares 6,228 $1.51M 0.09% -2,629 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,251 shares; 2024Q4: 15,246 shares; 2025Q1: 15,225 shares; 2025Q2: 15,225 shares; 2025Q3: 15,909 shares; 2025Q4: 15,540 shares 15,540 $1.51M 0.09% -369 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,903 shares; 2024Q4: 23,187 shares; 2025Q1: 21,451 shares; 2025Q2: 21,520 shares; 2025Q3: 17,569 shares; 2025Q4: 17,560 shares 17,560 $1.5M 0.09% -9 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,624 shares; 2024Q4: 25,651 shares; 2025Q1: 14,999 shares; 2025Q2: 15,479 shares; 2025Q3: 14,541 shares; 2025Q4: 14,542 shares 14,542 $1.49M 0.09% +1 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,994 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,051 shares; 2025Q3: 28,157 shares; 2025Q4: 35,988 shares 35,988 $1.49M 0.09% +7,831 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: 12,696 shares; 2024Q4: 11,041 shares; 2025Q1: 10,467 shares; 2025Q2: 10,752 shares; 2025Q3: 11,336 shares; 2025Q4: 12,730 shares 12,730 $1.49M 0.09% +1,394 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: 78,794 shares; 2024Q4: 66,752 shares; 2025Q1: 60,881 shares; 2025Q2: 30,239 shares; 2025Q3: 27,700 shares; 2025Q4: 27,521 shares 27,521 $1.48M 0.09% -179 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: 60,890 shares; 2024Q4: 45,196 shares; 2025Q1: 45,682 shares; 2025Q2: 42,664 shares; 2025Q3: 47,379 shares; 2025Q4: 40,133 shares 40,133 $1.48M 0.09% -7,246 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: 21,821 shares; 2024Q4: 21,643 shares; 2025Q1: 21,181 shares; 2025Q2: 21,373 shares; 2025Q3: 21,758 shares; 2025Q4: 20,020 shares 20,020 $1.48M 0.09% -1,738 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: 5,498 shares; 2024Q4: 5,992 shares; 2025Q1: 5,361 shares; 2025Q2: 2,980 shares; 2025Q3: 4,299 shares; 2025Q4: 3,057 shares 3,057 $1.48M 0.09% -1,242 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: 10,465 shares; 2024Q4: 10,427 shares; 2025Q1: 10,667 shares; 2025Q2: 10,671 shares; 2025Q3: 10,560 shares; 2025Q4: 10,447 shares 10,447 $1.47M 0.09% -113 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,928 shares; 2024Q4: 12,346 shares; 2025Q1: 11,814 shares; 2025Q2: 11,780 shares; 2025Q3: 9,247 shares; 2025Q4: 9,035 shares 9,035 $1.47M 0.09% -212 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: 1,511 shares; 2024Q4: 1,455 shares; 2025Q1: 1,297 shares; 2025Q2: 1,672 shares; 2025Q3: 1,695 shares; 2025Q4: 9,524 shares 9,524 $1.46M 0.09% +7,829 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,057 shares; 2024Q4: 15,057 shares; 2025Q1: 14,940 shares; 2025Q2: 15,106 shares; 2025Q3: 15,512 shares; 2025Q4: 15,514 shares 15,514 $1.46M 0.09% +2 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,823 shares; 2024Q4: 5,923 shares; 2025Q1: 5,978 shares; 2025Q2: 34,101 shares; 2025Q3: 34,587 shares; 2025Q4: 29,488 shares 29,488 $1.45M 0.09% -5,099 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,993 shares; 2024Q4: 15,755 shares; 2025Q1: 13,347 shares; 2025Q2: 9,874 shares; 2025Q3: 17,119 shares; 2025Q4: 13,545 shares 13,545 $1.45M 0.09% -3,574 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,988 shares; 2024Q4: 3,774 shares; 2025Q1: 4,566 shares; 2025Q2: 8,134 shares; 2025Q3: 8,645 shares; 2025Q4: 8,808 shares 8,808 $1.44M 0.09% +163 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: 1,303 shares; 2025Q1: 1,267 shares; 2025Q2: 1,284 shares; 2025Q3: 1,279 shares; 2025Q4: 1,333 shares 1,333 $1.43M 0.08% +54 Timeline VRIG INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC 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: 97,764 shares; 2025Q4: 56,776 shares 56,776 $1.43M 0.08% -40,988 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,946 shares; 2024Q4: 22,527 shares; 2025Q1: 22,110 shares; 2025Q2: 17,804 shares; 2025Q3: 31,932 shares; 2025Q4: 25,024 shares 25,024 $1.42M 0.08% -6,908 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: 3,894 shares; 2024Q4: 7,590 shares; 2025Q1: 15,798 shares; 2025Q2: 16,855 shares; 2025Q3: 19,309 shares; 2025Q4: 18,298 shares 18,298 $1.42M 0.08% -1,011 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,163 shares; 2024Q4: 42,202 shares; 2025Q1: 37,357 shares; 2025Q2: 40,454 shares; 2025Q3: 40,023 shares; 2025Q4: 21,108 shares 21,108 $1.42M 0.08% -18,915 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: 88,021 shares; 2024Q4: 83,416 shares; 2025Q1: 73,263 shares; 2025Q2: 81,862 shares; 2025Q3: 57,921 shares; 2025Q4: 56,937 shares 56,937 $1.41M 0.08% -984 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: 9,808 shares; 2024Q4: 6,560 shares; 2025Q1: 6,584 shares; 2025Q2: 6,675 shares; 2025Q3: 6,296 shares; 2025Q4: 5,680 shares 5,680 $1.4M 0.08% -616 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,589 shares; 2024Q4: 4,603 shares; 2025Q1: 4,571 shares; 2025Q2: 4,782 shares; 2025Q3: 4,951 shares; 2025Q4: 4,887 shares 4,887 $1.39M 0.08% -64 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: 8,030 shares; 2024Q4: 6,613 shares; 2025Q1: 6,168 shares; 2025Q2: 6,414 shares; 2025Q3: 6,891 shares; 2025Q4: 5,194 shares 5,194 $1.39M 0.08% -1,697 Timeline HEI-A 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: 4,762 shares; 2024Q4: 4,725 shares; 2025Q1: 5,030 shares; 2025Q2: 5,283 shares; 2025Q3: 5,436 shares; 2025Q4: 5,485 shares 5,485 $1.38M 0.08% +49 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: 51,547 shares; 2024Q4: 50,439 shares; 2025Q1: 57,244 shares; 2025Q2: 57,595 shares; 2025Q3: 57,518 shares; 2025Q4: 49,284 shares 49,284 $1.38M 0.08% -8,234 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,407 shares; 2024Q4: 23,552 shares; 2025Q1: 37,328 shares; 2025Q2: 38,358 shares; 2025Q3: 38,997 shares; 2025Q4: 39,324 shares 39,324 $1.38M 0.08% +327 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: 26,699 shares; 2024Q4: 24,726 shares; 2025Q1: 20,212 shares; 2025Q2: 15,021 shares; 2025Q3: 12,961 shares; 2025Q4: 11,155 shares 11,155 $1.37M 0.08% -1,806 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,874 shares; 2024Q4: 11,442 shares; 2025Q1: 13,457 shares; 2025Q2: 13,320 shares; 2025Q3: 13,655 shares; 2025Q4: 13,583 shares 13,583 $1.36M 0.08% -72 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: 1,007 shares; 2024Q4: 1,213 shares; 2025Q1: 1,259 shares; 2025Q2: 2,995 shares; 2025Q3: 3,254 shares; 2025Q4: 3,173 shares 3,173 $1.35M 0.08% -81 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: 16,082 shares; 2024Q4: 15,023 shares; 2025Q1: 15,458 shares; 2025Q2: 14,529 shares; 2025Q3: 14,309 shares; 2025Q4: 14,190 shares 14,190 $1.34M 0.08% -119 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,544 shares; 2024Q4: 20,466 shares; 2025Q1: 17,242 shares; 2025Q2: 17,257 shares; 2025Q3: 17,263 shares; 2025Q4: 17,407 shares 17,407 $1.31M 0.08% +144 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,339 shares; 2024Q4: 9,369 shares; 2025Q1: 9,392 shares; 2025Q2: 9,215 shares; 2025Q3: 9,301 shares; 2025Q4: 9,314 shares 9,314 $1.3M 0.08% +13 Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,050 shares; 2024Q4: 27,228 shares; 2025Q1: 22,840 shares; 2025Q2: 22,899 shares; 2025Q3: 23,160 shares; 2025Q4: 23,505 shares 23,505 $1.29M 0.08% +345 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: 9,227 shares; 2024Q4: 8,446 shares; 2025Q1: 8,245 shares; 2025Q2: 8,093 shares; 2025Q3: 10,251 shares; 2025Q4: 10,013 shares 10,013 $1.29M 0.08% -238 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,951 shares; 2025Q2: 24,694 shares; 2025Q3: 28,205 shares; 2025Q4: 28,803 shares 28,803 $1.29M 0.08% +598 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,600 shares; 2024Q4: 60,389 shares; 2025Q1: 57,131 shares; 2025Q2: 54,489 shares; 2025Q3: 60,113 shares; 2025Q4: 55,688 shares 55,688 $1.28M 0.08% -4,425 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: 6,407 shares; 2024Q4: 4,241 shares; 2025Q1: 4,202 shares; 2025Q2: 4,047 shares; 2025Q3: 6,287 shares; 2025Q4: 5,257 shares 5,257 $1.27M 0.08% -1,030 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: 8,410 shares; 2024Q4: 8,205 shares; 2025Q1: 8,206 shares; 2025Q2: 8,396 shares; 2025Q3: 8,378 shares; 2025Q4: 8,186 shares 8,186 $1.26M 0.07% -192 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 575 shares; 2024Q4: 572 shares; 2025Q1: 704 shares; 2025Q2: 738 shares; 2025Q3: 765 shares; 2025Q4: 622 shares 622 $1.25M 0.07% -143 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: 14,023 shares; 2024Q4: 20,356 shares; 2025Q1: 27,747 shares; 2025Q2: 22,005 shares; 2025Q3: 22,720 shares; 2025Q4: 22,743 shares 22,743 $1.25M 0.07% +23 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: 5,122 shares; 2024Q4: 5,258 shares; 2025Q1: 4,978 shares; 2025Q2: 5,026 shares; 2025Q3: 3,983 shares; 2025Q4: 4,014 shares 4,014 $1.25M 0.07% +31 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: 5,664 shares; 2024Q4: 5,637 shares; 2025Q1: 5,560 shares; 2025Q2: 5,574 shares; 2025Q3: 4,531 shares; 2025Q4: 4,581 shares 4,581 $1.24M 0.07% +50 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: 1,494 shares; 2024Q4: 921 shares; 2025Q1: 895 shares; 2025Q2: 915 shares; 2025Q3: 992 shares; 2025Q4: 2,192 shares 2,192 $1.24M 0.07% +1,200 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97,098 shares; 2024Q4: 69,196 shares; 2025Q1: 38,014 shares; 2025Q2: 33,093 shares; 2025Q3: 36,590 shares; 2025Q4: 36,582 shares 36,582 $1.24M 0.07% -8 Timeline JMBS JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,885 shares; 2024Q4: 12,930 shares; 2025Q1: 18,200 shares; 2025Q2: 21,253 shares; 2025Q3: 23,952 shares; 2025Q4: 26,702 shares 26,702 $1.22M 0.07% +2,750 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,568 shares; 2024Q4: 17,065 shares; 2025Q1: 26,121 shares; 2025Q2: 28,343 shares; 2025Q3: 22,362 shares; 2025Q4: 17,949 shares 17,949 $1.19M 0.07% -4,413 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: 4,007 shares; 2024Q4: 3,869 shares; 2025Q1: 3,802 shares; 2025Q2: 3,411 shares; 2025Q3: 16,578 shares; 2025Q4: 12,265 shares 12,265 $1.17M 0.07% -4,313 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,158 shares; 2024Q4: 2,660 shares; 2025Q1: 2,792 shares; 2025Q2: 2,325 shares; 2025Q3: 2,525 shares; 2025Q4: 2,425 shares 2,425 $1.17M 0.07% -100 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: 14,332 shares; 2024Q4: 14,399 shares; 2025Q1: 13,389 shares; 2025Q2: 13,221 shares; 2025Q3: 10,243 shares; 2025Q4: 10,548 shares 10,548 $1.16M 0.07% +305 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: 2,184 shares; 2024Q4: 2,101 shares; 2025Q1: 3,188 shares; 2025Q2: 3,212 shares; 2025Q3: 3,282 shares; 2025Q4: 3,288 shares 3,288 $1.16M 0.07% +6 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 32,877 shares; 2025Q3: 41,369 shares; 2025Q4: 41,573 shares 41,573 $1.14M 0.07% +204 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: 2,409 shares; 2024Q4: 2,243 shares; 2025Q1: 2,307 shares; 2025Q2: 3,046 shares; 2025Q3: 3,692 shares; 2025Q4: 4,103 shares 4,103 $1.13M 0.07% +411 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: 1,368 shares; 2024Q4: 1,393 shares; 2025Q1: 1,525 shares; 2025Q2: 1,442 shares; 2025Q3: 2,493 shares; 2025Q4: 1,979 shares 1,979 $1.13M 0.07% -514 Timeline BAH BOOZ ALLEN HAMILTON HLDG COR More: the full row for BOOZ ALLEN HAMILTON HLDG COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,489 shares; 2024Q4: 16,579 shares; 2025Q1: 21,631 shares; 2025Q2: 22,380 shares; 2025Q3: 22,451 shares; 2025Q4: 13,361 shares 13,361 $1.13M 0.07% -9,090 Timeline AMCOR PLC AMCOR PLC More: the full row for AMCOR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 103,554 shares; 2024Q4: 103,851 shares; 2025Q1: 52,120 shares; 2025Q2: 52,531 shares; 2025Q3: 135,475 shares; 2025Q4: 133,821 shares 133,821 $1.12M 0.07% -1,654 MTUM 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: 4,643 shares; 2024Q4: 4,713 shares; 2025Q1: 4,661 shares; 2025Q2: 3,342 shares; 2025Q3: 3,336 shares; 2025Q4: 4,427 shares 4,427 $1.11M 0.07% +1,091 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: 10,867 shares; 2024Q4: 10,147 shares; 2025Q1: 9,860 shares; 2025Q2: 9,933 shares; 2025Q3: 10,089 shares; 2025Q4: 10,329 shares 10,329 $1.11M 0.07% +240 Timeline GIL GILDAN ACTIVEWEAR INC More: the full row for GILDAN ACTIVEWEAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,097 shares; 2024Q4: 18,580 shares; 2025Q1: 20,438 shares; 2025Q2: 20,491 shares; 2025Q3: 24,707 shares; 2025Q4: 17,703 shares 17,703 $1.11M 0.07% -7,004 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: 709 shares; 2024Q4: 1,814 shares; 2025Q1: 2,637 shares; 2025Q2: 3,282 shares; 2025Q3: 3,539 shares; 2025Q4: 3,420 shares 3,420 $1.09M 0.06% -119 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,065 shares; 2024Q4: 5,056 shares; 2025Q1: 4,478 shares; 2025Q2: 4,260 shares; 2025Q3: 4,402 shares; 2025Q4: 4,817 shares 4,817 $1.08M 0.06% +415 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: 23,444 shares; 2024Q4: 14,805 shares; 2025Q1: 12,567 shares; 2025Q2: 12,724 shares; 2025Q3: 30,050 shares; 2025Q4: 17,511 shares 17,511 $1.05M 0.06% -12,539 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: 5,830 shares; 2024Q4: 6,473 shares; 2025Q1: 7,314 shares; 2025Q2: 7,574 shares; 2025Q3: 14,331 shares; 2025Q4: 12,875 shares 12,875 $1.05M 0.06% -1,456 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: 24,233 shares; 2024Q4: 24,054 shares; 2025Q1: 22,563 shares; 2025Q2: 22,885 shares; 2025Q3: 23,423 shares; 2025Q4: 22,591 shares 22,591 $1.05M 0.06% -832 Timeline TSEM TOWER SEMICONDUCTOR LTD More: the full row for TOWER SEMICONDUCTOR 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: 13,381 shares; 2025Q2: 13,349 shares; 2025Q3: 12,832 shares; 2025Q4: 8,920 shares 8,920 $1.05M 0.06% -3,912 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,615 shares; 2024Q4: not reported; 2025Q1: 2,736 shares; 2025Q2: 7,338 shares; 2025Q3: 7,954 shares; 2025Q4: 8,060 shares 8,060 $1.04M 0.06% +106 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,266 shares; 2024Q4: 8,340 shares; 2025Q1: 8,506 shares; 2025Q2: 8,445 shares; 2025Q3: 12,126 shares; 2025Q4: 13,315 shares 13,315 $1.04M 0.06% +1,189 Timeline APPF APPFOLIO INC More: the full row for APPFOLIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,142 shares; 2024Q4: 2,883 shares; 2025Q1: 2,893 shares; 2025Q2: 4,195 shares; 2025Q3: 4,395 shares; 2025Q4: 4,431 shares 4,431 $1.03M 0.06% +36 Timeline SLF SUN LIFE FINANCIAL INC. More: the full row for SUN LIFE FINANCIAL INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,961 shares; 2024Q4: 11,961 shares; 2025Q1: 11,886 shares; 2025Q2: 11,822 shares; 2025Q3: 16,338 shares; 2025Q4: 16,356 shares 16,356 $1.02M 0.06% +18 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: 6,229 shares; 2024Q4: 6,205 shares; 2025Q1: 3,973 shares; 2025Q2: 3,956 shares; 2025Q3: 4,084 shares; 2025Q4: 3,960 shares 3,960 $1.02M 0.06% -124 Timeline GMED GLOBUS MED INC More: the full row for GLOBUS MED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,502 shares; 2024Q4: 4,511 shares; 2025Q1: 5,547 shares; 2025Q2: 13,770 shares; 2025Q3: 14,466 shares; 2025Q4: 11,459 shares 11,459 $1M 0.06% -3,007 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: 618 shares; 2024Q4: 625 shares; 2025Q1: 624 shares; 2025Q2: 673 shares; 2025Q3: 743 shares; 2025Q4: 749 shares 749 $996K 0.06% +6 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: 1,975 shares; 2024Q4: 2,025 shares; 2025Q1: 2,019 shares; 2025Q2: 2,063 shares; 2025Q3: 2,115 shares; 2025Q4: 2,125 shares 2,125 $996K 0.06% +10 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: 3,738 shares; 2024Q4: 3,838 shares; 2025Q1: 4,190 shares; 2025Q2: 3,190 shares; 2025Q3: 23,955 shares; 2025Q4: 13,400 shares 13,400 $993K 0.06% -10,555 Timeline IHG INTERCONTINENTAL HOTELS GROU More: the full row for INTERCONTINENTAL HOTELS GROU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,122 shares; 2025Q2: 4,619 shares; 2025Q3: 6,892 shares; 2025Q4: 6,945 shares 6,945 $978K 0.06% +53 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,030 shares; 2024Q4: 7,028 shares; 2025Q1: 6,683 shares; 2025Q2: 6,717 shares; 2025Q3: 20,732 shares; 2025Q4: 11,791 shares 11,791 $978K 0.06% -8,941 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: 6,143 shares; 2024Q4: 5,725 shares; 2025Q1: 11,147 shares; 2025Q2: 15,628 shares; 2025Q3: 15,844 shares; 2025Q4: 11,566 shares 11,566 $974K 0.06% -4,278 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: 1,276 shares; 2024Q4: 1,249 shares; 2025Q1: 1,023 shares; 2025Q2: 1,044 shares; 2025Q3: 1,864 shares; 2025Q4: 1,466 shares 1,466 $971K 0.06% -398 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: 1,994 shares; 2024Q4: 1,779 shares; 2025Q1: 1,744 shares; 2025Q2: 1,841 shares; 2025Q3: 1,874 shares; 2025Q4: 1,895 shares 1,895 $968K 0.06% +21 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,831 shares; 2024Q4: 27,424 shares; 2025Q1: 29,202 shares; 2025Q2: 28,753 shares; 2025Q3: 26,346 shares; 2025Q4: 19,251 shares 19,251 $968K 0.06% -7,095 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,000 shares; 2024Q4: 12,535 shares; 2025Q1: 12,303 shares; 2025Q2: 11,976 shares; 2025Q3: 12,538 shares; 2025Q4: 12,540 shares 12,540 $966K 0.06% +2 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,640 shares; 2025Q1: 9,684 shares; 2025Q2: 9,724 shares; 2025Q3: 8,543 shares; 2025Q4: 7,417 shares 7,417 $963K 0.06% -1,126 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: 1,755 shares; 2024Q4: 3,347 shares; 2025Q1: 2,474 shares; 2025Q2: 3,359 shares; 2025Q3: 3,851 shares; 2025Q4: 3,727 shares 3,727 $961K 0.06% -124 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: 4,887 shares; 2024Q4: 4,747 shares; 2025Q1: 4,710 shares; 2025Q2: 4,722 shares; 2025Q3: 4,836 shares; 2025Q4: 6,313 shares 6,313 $939K 0.06% +1,477 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: 11,474 shares; 2024Q4: 12,650 shares; 2025Q1: 7,454 shares; 2025Q2: 6,196 shares; 2025Q3: 6,839 shares; 2025Q4: 5,150 shares 5,150 $938K 0.06% -1,689 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,277 shares; 2024Q4: 2,250 shares; 2025Q1: 2,480 shares; 2025Q2: 2,664 shares; 2025Q3: 3,184 shares; 2025Q4: 2,534 shares 2,534 $936K 0.06% -650 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,157 shares; 2024Q4: 2,157 shares; 2025Q1: 2,098 shares; 2025Q2: 2,095 shares; 2025Q3: 2,095 shares; 2025Q4: 2,095 shares 2,095 $931K 0.06% 0 Timeline AN AUTONATION INC More: the full row for AUTONATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,504 shares; 2024Q4: 4,500 shares; 2025Q1: 4,501 shares; 2025Q2: 4,502 shares; 2025Q3: 4,502 shares; 2025Q4: 4,502 shares 4,502 $930K 0.06% 0 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: 3,061 shares; 2024Q4: 2,970 shares; 2025Q1: 2,974 shares; 2025Q2: 2,973 shares; 2025Q3: 2,947 shares; 2025Q4: 2,953 shares 2,953 $930K 0.06% +6 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: 2,209 shares; 2024Q4: 2,214 shares; 2025Q1: 3,010 shares; 2025Q2: 3,232 shares; 2025Q3: 3,347 shares; 2025Q4: 3,342 shares 3,342 $920K 0.05% -5 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR 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: 6,888 shares; 2025Q4: 3,516 shares 3,516 $918K 0.05% -3,372 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,503 shares; 2025Q3: 1,671 shares; 2025Q4: 1,351 shares 1,351 $914K 0.05% -320 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: not reported; 2025Q1: 2,496 shares; 2025Q2: 4,170 shares; 2025Q3: 5,084 shares; 2025Q4: 5,232 shares 5,232 $911K 0.05% +148 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: 4,919 shares; 2024Q4: 4,870 shares; 2025Q1: 4,029 shares; 2025Q2: 4,862 shares; 2025Q3: 3,552 shares; 2025Q4: 2,583 shares 2,583 $904K 0.05% -969 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,052 shares; 2025Q2: 12,110 shares; 2025Q3: 14,694 shares; 2025Q4: 14,761 shares 14,761 $892K 0.05% +67 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: 702 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,463 shares; 2025Q3: 2,988 shares; 2025Q4: 3,081 shares 3,081 $890K 0.05% +93 Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,496 shares; 2024Q4: 7,419 shares; 2025Q1: 9,294 shares; 2025Q2: 9,177 shares; 2025Q3: 8,551 shares; 2025Q4: 6,970 shares 6,970 $889K 0.05% -1,581 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,506 shares; 2024Q4: 4,529 shares; 2025Q1: 4,426 shares; 2025Q2: 4,778 shares; 2025Q3: 4,987 shares; 2025Q4: 5,061 shares 5,061 $887K 0.05% +74 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: 1,621 shares; 2024Q4: 1,564 shares; 2025Q1: 1,493 shares; 2025Q2: 1,515 shares; 2025Q3: 3,261 shares; 2025Q4: 2,507 shares 2,507 $881K 0.05% -754 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,956 shares; 2024Q4: 5,900 shares; 2025Q1: 5,815 shares; 2025Q2: 5,733 shares; 2025Q3: 6,232 shares; 2025Q4: 6,230 shares 6,230 $879K 0.05% -2 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: 206,269 shares; 2024Q4: 239,066 shares; 2025Q1: 252,068 shares; 2025Q2: 225,031 shares; 2025Q3: 121,054 shares; 2025Q4: 119,696 shares 119,696 $876K 0.05% -1,358 Timeline GSHD GOOSEHEAD INS INC More: the full row for GOOSEHEAD INS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,873 shares; 2024Q4: 8,063 shares; 2025Q1: 7,539 shares; 2025Q2: 8,967 shares; 2025Q3: 10,897 shares; 2025Q4: 11,332 shares 11,332 $835K 0.05% +435 Timeline COLB COLUMBIA BKG SYS INC More: the full row for COLUMBIA BKG SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,491 shares; 2024Q4: 16,587 shares; 2025Q1: 20,311 shares; 2025Q2: 20,714 shares; 2025Q3: 21,552 shares; 2025Q4: 29,833 shares 29,833 $834K 0.05% +8,281 Timeline HALO HALOZYME THERAPEUTICS INC More: the full row for HALOZYME THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,232 shares; 2024Q4: 13,231 shares; 2025Q1: 13,601 shares; 2025Q2: 13,537 shares; 2025Q3: 13,025 shares; 2025Q4: 12,346 shares 12,346 $831K 0.05% -679 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: 467 shares; 2024Q4: 492 shares; 2025Q1: 481 shares; 2025Q2: 509 shares; 2025Q3: 1,434 shares; 2025Q4: 1,809 shares 1,809 $821K 0.05% +375 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: 3,146 shares; 2024Q4: 3,120 shares; 2025Q1: 4,363 shares; 2025Q2: 8,639 shares; 2025Q3: 9,084 shares; 2025Q4: 9,242 shares 9,242 $815K 0.05% +158 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,145 shares; 2024Q4: 4,948 shares; 2025Q1: 5,169 shares; 2025Q2: 4,953 shares; 2025Q3: 5,121 shares; 2025Q4: 5,181 shares 5,181 $812K 0.05% +60 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,212 shares 8,212 $807K 0.05% new 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: 3,139 shares; 2024Q4: 3,139 shares; 2025Q1: 3,134 shares; 2025Q2: 3,964 shares; 2025Q3: 3,996 shares; 2025Q4: 3,603 shares 3,603 $792K 0.05% -393 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 28,036 shares; 2025Q1: 26,818 shares; 2025Q2: 28,455 shares; 2025Q3: 29,720 shares; 2025Q4: 29,153 shares 29,153 $790K 0.05% -567 Timeline EBC EASTERN BANKSHARES INC More: the full row for EASTERN BANKSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,486 shares; 2024Q4: 20,537 shares; 2025Q1: 29,692 shares; 2025Q2: 30,532 shares; 2025Q3: 31,686 shares; 2025Q4: 42,631 shares 42,631 $786K 0.05% +10,945 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: 6,979 shares; 2024Q4: 7,036 shares; 2025Q1: 7,268 shares; 2025Q2: 7,254 shares; 2025Q3: 7,649 shares; 2025Q4: 6,902 shares 6,902 $785K 0.05% -747 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: 7,921 shares; 2024Q4: 7,501 shares; 2025Q1: 7,522 shares; 2025Q2: 7,546 shares; 2025Q3: 7,571 shares; 2025Q4: 7,580 shares 7,580 $777K 0.05% +9 Timeline VPL 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: 8,785 shares; 2024Q4: 8,785 shares; 2025Q1: 8,692 shares; 2025Q2: 8,692 shares; 2025Q3: 8,612 shares; 2025Q4: 8,587 shares 8,587 $776K 0.05% -25 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,449 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 53,924 shares; 2025Q4: 28,161 shares 28,161 $774K 0.05% -25,763 Timeline WSFS WSFS FINL CORP More: the full row for WSFS FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,000 shares; 2024Q4: 14,000 shares; 2025Q1: 14,000 shares; 2025Q2: 14,000 shares; 2025Q3: 14,000 shares; 2025Q4: 14,000 shares 14,000 $773K 0.05% 0 Timeline CG CARLYLE GROUP INC More: the full row for CARLYLE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,819 shares; 2024Q4: 7,836 shares; 2025Q1: 11,461 shares; 2025Q2: 11,673 shares; 2025Q3: 8,752 shares; 2025Q4: 13,032 shares 13,032 $770K 0.05% +4,280 Timeline CMC COMMERCIAL METALS CO More: the full row for COMMERCIAL METALS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,160 shares; 2024Q4: 7,151 shares; 2025Q1: 10,240 shares; 2025Q2: 10,407 shares; 2025Q3: 10,688 shares; 2025Q4: 11,079 shares 11,079 $767K 0.05% +391 Timeline DCI DONALDSON INC More: the full row for DONALDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,186 shares; 2025Q2: 8,371 shares; 2025Q3: 8,502 shares; 2025Q4: 8,603 shares 8,603 $763K 0.05% +101 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: 5,687 shares; 2025Q4: 8,096 shares 8,096 $762K 0.05% +2,409 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,316 shares; 2024Q4: 4,327 shares; 2025Q1: 4,295 shares; 2025Q2: 4,313 shares; 2025Q3: 4,313 shares; 2025Q4: 4,183 shares 4,183 $761K 0.05% -130 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares 1 $755K 0.04% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,756 shares; 2025Q4: 3,861 shares 3,861 $754K 0.04% +105 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: 991 shares; 2024Q4: 983 shares; 2025Q1: 983 shares; 2025Q2: 990 shares; 2025Q3: 993 shares; 2025Q4: 994 shares 994 $749K 0.04% +1 Timeline ICUI ICU MED INC More: the full row for ICU MED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,660 shares; 2025Q3: 5,805 shares; 2025Q4: 5,189 shares 5,189 $740K 0.04% -616 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,541 shares; 2024Q4: 1,556 shares; 2025Q1: 2,956 shares; 2025Q2: 3,111 shares; 2025Q3: 3,333 shares; 2025Q4: 3,323 shares 3,323 $739K 0.04% -10 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,492 shares; 2025Q2: 17,351 shares; 2025Q3: 35,691 shares; 2025Q4: 33,067 shares 33,067 $737K 0.04% -2,624 Timeline ATMU ATMUS FILTRATION TECHNOLOGIE More: the full row for ATMUS FILTRATION TECHNOLOGIE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,962 shares; 2025Q2: 13,393 shares; 2025Q3: 13,678 shares; 2025Q4: 14,061 shares 14,061 $730K 0.04% +383 Timeline ALC ALCON AG More: the full row for ALCON AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,075 shares; 2024Q4: 5,123 shares; 2025Q1: 10,558 shares; 2025Q2: 10,992 shares; 2025Q3: 11,219 shares; 2025Q4: 9,260 shares 9,260 $730K 0.04% -1,959 Timeline ABCB AMERIS BANCORP More: the full row for AMERIS BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,440 shares; 2024Q4: 6,468 shares; 2025Q1: 9,354 shares; 2025Q2: 9,535 shares; 2025Q3: 9,730 shares; 2025Q4: 9,807 shares 9,807 $728K 0.04% +77 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,535 shares; 2024Q4: 68,839 shares; 2025Q1: 68,156 shares; 2025Q2: 67,291 shares; 2025Q3: 67,490 shares; 2025Q4: 41,834 shares 41,834 $726K 0.04% -25,656 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: 9,595 shares; 2024Q4: 9,601 shares; 2025Q1: 9,712 shares; 2025Q2: 9,784 shares; 2025Q3: 9,714 shares; 2025Q4: 9,862 shares 9,862 $725K 0.04% +148 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,914 shares; 2025Q4: 944 shares 944 $723K 0.04% -970 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR 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: 9,260 shares; 2025Q4: 4,619 shares 4,619 $715K 0.04% -4,641 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: 567 shares; 2024Q4: 534 shares; 2025Q1: 532 shares; 2025Q2: 461 shares; 2025Q3: 1,842 shares; 2025Q4: 1,519 shares 1,519 $714K 0.04% -323 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: 1,525 shares; 2024Q4: 1,950 shares; 2025Q1: 2,550 shares; 2025Q2: 2,642 shares; 2025Q3: 2,403 shares; 2025Q4: 2,275 shares 2,275 $711K 0.04% -128 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: 2,103 shares; 2024Q4: 2,086 shares; 2025Q1: 2,094 shares; 2025Q2: 1,998 shares; 2025Q3: 2,128 shares; 2025Q4: 2,218 shares 2,218 $706K 0.04% +90 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,968 shares; 2024Q4: 20,368 shares; 2025Q1: 22,844 shares; 2025Q2: 22,629 shares; 2025Q3: 18,492 shares; 2025Q4: 10,934 shares 10,934 $704K 0.04% -7,558 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: 4,034 shares; 2024Q4: 4,045 shares; 2025Q1: 3,691 shares; 2025Q2: 3,696 shares; 2025Q3: 5,460 shares; 2025Q4: 4,549 shares 4,549 $704K 0.04% -911 Timeline KEX KIRBY CORP More: the full row for KIRBY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,814 shares; 2025Q3: 6,137 shares; 2025Q4: 6,384 shares 6,384 $703K 0.04% +247 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,375 shares; 2025Q4: 3,481 shares 3,481 $701K 0.04% +1,106 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,480 shares; 2024Q4: 2,492 shares; 2025Q1: 4,025 shares; 2025Q2: 4,172 shares; 2025Q3: 4,279 shares; 2025Q4: 4,384 shares 4,384 $698K 0.04% +105 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,354 shares; 2024Q4: 4,249 shares; 2025Q1: 4,249 shares; 2025Q2: 4,250 shares; 2025Q3: 11,441 shares; 2025Q4: 8,327 shares 8,327 $696K 0.04% -3,114 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,215 shares; 2024Q4: 9,313 shares; 2025Q1: 9,314 shares; 2025Q2: 9,315 shares; 2025Q3: 9,282 shares; 2025Q4: 9,260 shares 9,260 $695K 0.04% -22 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: 12,950 shares; 2024Q4: 4,480 shares; 2025Q1: 4,688 shares; 2025Q2: 4,365 shares; 2025Q3: 19,457 shares; 2025Q4: 11,583 shares 11,583 $679K 0.04% -7,874 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,457 shares; 2024Q4: 9,815 shares; 2025Q1: 9,597 shares; 2025Q2: 9,517 shares; 2025Q3: 9,943 shares; 2025Q4: 5,381 shares 5,381 $672K 0.04% -4,562 Timeline WBS WEBSTER FINL CORP More: the full row for WEBSTER FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,637 shares; 2024Q4: 7,303 shares; 2025Q1: 9,826 shares; 2025Q2: 9,917 shares; 2025Q3: 10,328 shares; 2025Q4: 10,581 shares 10,581 $666K 0.04% +253 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: 594 shares; 2024Q4: 593 shares; 2025Q1: 480 shares; 2025Q2: 318 shares; 2025Q3: 317 shares; 2025Q4: 308 shares 308 $662K 0.04% -9 Timeline EWBC EAST WEST BANCORP INC More: the full row for EAST WEST BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,884 shares; 2024Q4: 3,763 shares; 2025Q1: 5,405 shares; 2025Q2: 5,420 shares; 2025Q3: 5,701 shares; 2025Q4: 5,878 shares 5,878 $661K 0.04% +177 Timeline CCK CROWN HLDGS INC More: the full row for CROWN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,013 shares; 2024Q4: 5,032 shares; 2025Q1: 6,715 shares; 2025Q2: 6,909 shares; 2025Q3: 6,262 shares; 2025Q4: 6,388 shares 6,388 $658K 0.04% +126 Timeline SBR SABINE RTY TR More: the full row for SABINE RTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,000 shares; 2024Q4: 10,500 shares; 2025Q1: 10,500 shares; 2025Q2: 10,500 shares; 2025Q3: 10,500 shares; 2025Q4: 9,500 shares 9,500 $651K 0.04% -1,000 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,453 shares; 2024Q4: 7,271 shares; 2025Q1: not reported; 2025Q2: 2,620 shares; 2025Q3: 12,371 shares; 2025Q4: 15,259 shares 15,259 $651K 0.04% +2,888 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: 1,978 shares; 2024Q4: 1,979 shares; 2025Q1: 1,858 shares; 2025Q2: 1,766 shares; 2025Q3: 1,740 shares; 2025Q4: 1,741 shares 1,741 $650K 0.04% +1 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,045 shares; 2024Q4: 2,069 shares; 2025Q1: 3,134 shares; 2025Q2: 3,239 shares; 2025Q3: 3,273 shares; 2025Q4: 3,324 shares 3,324 $646K 0.04% +51 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: 8,474 shares; 2024Q4: 4,262 shares; 2025Q1: 4,139 shares; 2025Q2: 4,038 shares; 2025Q3: 4,021 shares; 2025Q4: 4,025 shares 4,025 $644K 0.04% +4 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,781 shares; 2024Q4: 3,611 shares; 2025Q1: 8,354 shares; 2025Q2: 8,460 shares; 2025Q3: 5,638 shares; 2025Q4: 4,725 shares 4,725 $641K 0.04% -913 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: 202 shares; 2024Q4: 380 shares; 2025Q1: 403 shares; 2025Q2: 438 shares; 2025Q3: 449 shares; 2025Q4: 458 shares 458 $639K 0.04% +9 Timeline ALSN ALLISON TRANSMISSION HLDGS I More: the full row for ALLISON TRANSMISSION HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,385 shares; 2024Q4: 2,258 shares; 2025Q1: 6,127 shares; 2025Q2: 6,258 shares; 2025Q3: 6,434 shares; 2025Q4: 6,520 shares 6,520 $638K 0.04% +86 Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,167 shares; 2024Q4: 39,054 shares; 2025Q1: 42,353 shares; 2025Q2: 43,704 shares; 2025Q3: 44,508 shares; 2025Q4: 38,038 shares 38,038 $637K 0.04% -6,470 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,290 shares; 2024Q4: 14,390 shares; 2025Q1: 12,199 shares; 2025Q2: 12,051 shares; 2025Q3: 14,862 shares; 2025Q4: 11,933 shares 11,933 $631K 0.04% -2,929 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: 1,245 shares; 2024Q4: 1,381 shares; 2025Q1: 1,441 shares; 2025Q2: 1,590 shares; 2025Q3: 6,329 shares; 2025Q4: 3,390 shares 3,390 $629K 0.04% -2,939 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: 3,808 shares; 2024Q4: 3,853 shares; 2025Q1: 4,333 shares; 2025Q2: 4,695 shares; 2025Q3: 4,910 shares; 2025Q4: 3,802 shares 3,802 $623K 0.04% -1,108 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 586 shares; 2025Q1: 736 shares; 2025Q2: 984 shares; 2025Q3: 668 shares; 2025Q4: 686 shares 686 $621K 0.04% +18 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: 5,533 shares; 2024Q4: 5,559 shares; 2025Q1: 5,620 shares; 2025Q2: 5,712 shares; 2025Q3: 5,830 shares; 2025Q4: 5,886 shares 5,886 $621K 0.04% +56 Timeline EG EVEREST GROUP LTD More: the full row for EVEREST GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 992 shares; 2024Q4: 1,069 shares; 2025Q1: 1,576 shares; 2025Q2: 1,849 shares; 2025Q3: 1,850 shares; 2025Q4: 1,814 shares 1,814 $616K 0.04% -36 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,771 shares; 2024Q4: 3,530 shares; 2025Q1: 2,602 shares; 2025Q2: 2,202 shares; 2025Q3: 2,246 shares; 2025Q4: 2,205 shares 2,205 $616K 0.04% -41 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,656 shares; 2025Q4: 1,581 shares 1,581 $615K 0.04% -1,075 Timeline IBN ICICI BK LTD More: the full row for ICICI BK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,378 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,237 shares; 2025Q3: 20,850 shares; 2025Q4: 20,498 shares 20,498 $611K 0.04% -352 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,871 shares; 2025Q3: 4,796 shares; 2025Q4: 4,815 shares 4,815 $609K 0.04% +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: 2,174 shares; 2024Q4: 2,135 shares; 2025Q1: 2,218 shares; 2025Q2: 2,275 shares; 2025Q3: 2,447 shares; 2025Q4: 2,287 shares 2,287 $606K 0.04% -160 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,731 shares; 2024Q4: 10,794 shares; 2025Q1: 13,562 shares; 2025Q2: 14,074 shares; 2025Q3: 14,319 shares; 2025Q4: 14,474 shares 14,474 $604K 0.04% +155 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: not reported; 2024Q4: 4,840 shares; 2025Q1: 7,469 shares; 2025Q2: 7,728 shares; 2025Q3: 6,547 shares; 2025Q4: 6,944 shares 6,944 $599K 0.04% +397 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: 4,473 shares; 2024Q4: 5,424 shares; 2025Q1: 5,194 shares; 2025Q2: 5,087 shares; 2025Q3: 4,934 shares; 2025Q4: 4,833 shares 4,833 $596K 0.04% -101 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: 11,794 shares; 2024Q4: 11,967 shares; 2025Q1: 13,295 shares; 2025Q2: 14,517 shares; 2025Q3: 17,217 shares; 2025Q4: 10,118 shares 10,118 $595K 0.04% -7,099 Timeline ALK ALASKA AIR GROUP INC More: the full row for ALASKA AIR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,180 shares; 2024Q4: 5,229 shares; 2025Q1: 5,157 shares; 2025Q2: 10,960 shares; 2025Q3: 11,427 shares; 2025Q4: 11,814 shares 11,814 $594K 0.04% +387 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,715 shares; 2024Q4: 7,830 shares; 2025Q1: 7,500 shares; 2025Q2: 7,174 shares; 2025Q3: 10,438 shares; 2025Q4: 8,836 shares 8,836 $592K 0.04% -1,602 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,802 shares; 2025Q3: 6,962 shares; 2025Q4: 7,055 shares 7,055 $590K 0.03% +93 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: 8,095 shares; 2024Q4: 7,801 shares; 2025Q1: 7,890 shares; 2025Q2: 7,862 shares; 2025Q3: 7,555 shares; 2025Q4: 7,416 shares 7,416 $589K 0.03% -139 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,195 shares; 2024Q4: 9,111 shares; 2025Q1: 9,343 shares; 2025Q2: 9,266 shares; 2025Q3: 9,472 shares; 2025Q4: 10,879 shares 10,879 $586K 0.03% +1,407 Timeline STAG STAG INDUSTRIAL INC More: the full row for STAG INDUSTRIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,648 shares; 2024Q4: 10,324 shares; 2025Q1: 14,453 shares; 2025Q2: 14,938 shares; 2025Q3: 15,502 shares; 2025Q4: 15,936 shares 15,936 $586K 0.03% +434 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: 1,795 shares; 2024Q4: 1,795 shares; 2025Q1: 1,795 shares; 2025Q2: 1,795 shares; 2025Q3: 1,813 shares; 2025Q4: 1,814 shares 1,814 $586K 0.03% +1 Timeline WEX WEX INC More: the full row for WEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,197 shares; 2024Q4: 20,531 shares; 2025Q1: 30,841 shares; 2025Q2: 35,442 shares; 2025Q3: 3,910 shares; 2025Q4: 3,928 shares 3,928 $585K 0.03% +18 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,500 shares; 2025Q4: 2,998 shares 2,998 $583K 0.03% -2,502 Timeline LAUR LAUREATE ED INC More: the full row for LAUREATE ED 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: 16,618 shares; 2025Q4: 17,183 shares 17,183 $579K 0.03% +565 Timeline R RYDER SYS INC More: the full row for RYDER SYS 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: 6,015 shares; 2025Q4: 3,002 shares 3,002 $575K 0.03% -3,013 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: 3,447 shares; 2024Q4: 3,452 shares; 2025Q1: 3,702 shares; 2025Q2: 8,547 shares; 2025Q3: 11,612 shares; 2025Q4: 5,680 shares 5,680 $573K 0.03% -5,932 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,356 shares; 2025Q4: 7,173 shares 7,173 $572K 0.03% +2,817 Timeline CGBD CARLYLE SECURED LENDING INC More: the full row for CARLYLE SECURED LENDING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,152 shares; 2024Q4: 32,302 shares; 2025Q1: 40,965 shares; 2025Q2: 40,413 shares; 2025Q3: 44,253 shares; 2025Q4: 45,753 shares 45,753 $571K 0.03% +1,500 Timeline ACI ALBERTSONS COMPANIES INC More: the full row for ALBERTSONS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,880 shares; 2024Q4: 32,797 shares; 2025Q1: 82,637 shares; 2025Q2: 83,260 shares; 2025Q3: 82,608 shares; 2025Q4: 33,179 shares 33,179 $570K 0.03% -49,429 Timeline G GENPACT LIMITED More: the full row for GENPACT LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,978 shares; 2024Q4: 9,056 shares; 2025Q1: 9,565 shares; 2025Q2: 11,443 shares; 2025Q3: 11,811 shares; 2025Q4: 12,082 shares 12,082 $565K 0.03% +271 Timeline LNTH LANTHEUS HLDGS INC More: the full row for LANTHEUS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,300 shares; 2024Q4: 3,316 shares; 2025Q1: 4,800 shares; 2025Q2: 5,769 shares; 2025Q3: 8,145 shares; 2025Q4: 8,455 shares 8,455 $563K 0.03% +310 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,007 shares; 2025Q4: 556 shares 556 $561K 0.03% -451 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,506 shares; 2025Q4: 3,874 shares 3,874 $557K 0.03% -632 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: 1,409 shares; 2024Q4: 1,370 shares; 2025Q1: 1,227 shares; 2025Q2: 1,024 shares; 2025Q3: 1,063 shares; 2025Q4: 1,062 shares 1,062 $555K 0.03% -1 Timeline NYAX NAYAX LTD More: the full row for NAYAX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,187 shares; 2025Q1: 11,070 shares; 2025Q2: 11,070 shares; 2025Q3: 10,968 shares; 2025Q4: 10,968 shares 10,968 $555K 0.03% 0 Timeline AXTA AXALTA COATING SYS LTD More: the full row for AXALTA COATING SYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,162 shares; 2024Q4: 10,749 shares; 2025Q1: 15,799 shares; 2025Q2: 16,648 shares; 2025Q3: 16,836 shares; 2025Q4: 17,166 shares 17,166 $555K 0.03% +330 Timeline TKR TIMKEN CO More: the full row for TIMKEN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,539 shares; 2024Q4: 4,530 shares; 2025Q1: 5,943 shares; 2025Q2: 6,083 shares; 2025Q3: 6,386 shares; 2025Q4: 6,576 shares 6,576 $553K 0.03% +190 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,528 shares 6,528 $553K 0.03% new Timeline KFY KORN FERRY More: the full row for KORN FERRY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,923 shares; 2024Q4: 4,975 shares; 2025Q1: 8,071 shares; 2025Q2: 8,296 shares; 2025Q3: 8,219 shares; 2025Q4: 8,301 shares 8,301 $548K 0.03% +82 Timeline REG REGENCY CTRS CORP More: the full row for REGENCY CTRS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,034 shares; 2024Q4: 5,062 shares; 2025Q1: 7,453 shares; 2025Q2: 7,751 shares; 2025Q3: 7,807 shares; 2025Q4: 7,918 shares 7,918 $547K 0.03% +111 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,268 shares; 2024Q4: 13,434 shares; 2025Q1: 16,410 shares; 2025Q2: 3,621 shares; 2025Q3: 1,991 shares; 2025Q4: 1,969 shares 1,969 $542K 0.03% -22 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,362 shares; 2024Q4: 1,355 shares; 2025Q1: 1,397 shares; 2025Q2: 1,409 shares; 2025Q3: 1,385 shares; 2025Q4: 1,382 shares 1,382 $538K 0.03% -3 Timeline AFG AMERICAN FINANCIAL GROUP INC More: the full row for AMERICAN FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,100 shares; 2024Q4: 2,533 shares; 2025Q1: 4,426 shares; 2025Q2: 4,875 shares; 2025Q3: 3,914 shares; 2025Q4: 3,934 shares 3,934 $538K 0.03% +20 Timeline KRG KITE REALTY GROUP TRUST More: the full row for KITE REALTY GROUP TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,875 shares; 2024Q4: 13,996 shares; 2025Q1: 21,641 shares; 2025Q2: 22,302 shares; 2025Q3: 22,309 shares; 2025Q4: 22,369 shares 22,369 $536K 0.03% +60 Timeline MHD BLACKROCK MUNIHOLDINGS FD IN More: the full row for BLACKROCK MUNIHOLDINGS FD IN 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: 45,000 shares; 2025Q4: 45,639 shares 45,639 $536K 0.03% +639 Timeline AWI ARMSTRONG WORLD INDS INC NEW More: the full row for ARMSTRONG WORLD INDS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,033 shares; 2024Q4: 2,567 shares; 2025Q1: 3,540 shares; 2025Q2: 2,763 shares; 2025Q3: 2,789 shares; 2025Q4: 2,803 shares 2,803 $536K 0.03% +14 Timeline ESOA ENERGY SERVICES OF AMER CORP More: the full row for ENERGY SERVICES OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 65,028 shares; 2025Q1: 65,028 shares; 2025Q2: 65,028 shares; 2025Q3: 65,028 shares; 2025Q4: 65,028 shares 65,028 $531K 0.03% 0 Timeline BDC BELDEN INC More: the full row for BELDEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,465 shares; 2024Q4: 2,931 shares; 2025Q1: 4,145 shares; 2025Q2: 4,223 shares; 2025Q3: 4,385 shares; 2025Q4: 4,555 shares 4,555 $531K 0.03% +170 Timeline AVT AVNET INC More: the full row for AVNET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,414 shares; 2024Q4: 8,465 shares; 2025Q1: 10,572 shares; 2025Q2: 10,009 shares; 2025Q3: 10,505 shares; 2025Q4: 10,955 shares 10,955 $527K 0.03% +450 Timeline VVV VALVOLINE INC More: the full row for VALVOLINE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,108 shares 18,108 $526K 0.03% new Timeline EMXC 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: 4,536 shares; 2024Q4: 4,536 shares; 2025Q1: 4,562 shares; 2025Q2: 4,907 shares; 2025Q3: 9,491 shares; 2025Q4: 7,181 shares 7,181 $522K 0.03% -2,310 Timeline ESNT ESSENT GROUP LTD More: the full row for ESSENT GROUP 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: 7,633 shares; 2025Q4: 7,977 shares 7,977 $519K 0.03% +344 Timeline TROX TRONOX HOLDINGS PLC More: the full row for TRONOX HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 109,800 shares; 2024Q4: 109,800 shares; 2025Q1: 109,800 shares; 2025Q2: 109,800 shares; 2025Q3: 115,919 shares; 2025Q4: 124,127 shares 124,127 $518K 0.03% +8,208 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: 1,353 shares; 2024Q4: 1,353 shares; 2025Q1: 1,341 shares; 2025Q2: 1,358 shares; 2025Q3: 1,367 shares; 2025Q4: 1,345 shares 1,345 $516K 0.03% -22 Timeline EXE EXPAND ENERGY CORPORATION More: the full row for EXPAND ENERGY CORPORATION 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: 4,338 shares; 2025Q3: 4,496 shares; 2025Q4: 4,662 shares 4,662 $514K 0.03% +166 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,402 shares; 2024Q4: 9,927 shares; 2025Q1: 8,224 shares; 2025Q2: 8,108 shares; 2025Q3: 7,711 shares; 2025Q4: 7,524 shares 7,524 $514K 0.03% -187 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,286 shares; 2024Q4: 3,326 shares; 2025Q1: 3,185 shares; 2025Q2: 3,256 shares; 2025Q3: 3,297 shares; 2025Q4: 3,186 shares 3,186 $514K 0.03% -111 Timeline IPKW 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: 8,763 shares; 2024Q4: 8,872 shares; 2025Q1: 8,957 shares; 2025Q2: 9,039 shares; 2025Q3: 9,088 shares; 2025Q4: 9,208 shares 9,208 $512K 0.03% +120 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,480 shares; 2024Q4: 1,522 shares; 2025Q1: 1,587 shares; 2025Q2: 1,687 shares; 2025Q3: 1,638 shares; 2025Q4: 1,737 shares 1,737 $510K 0.03% +99 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: 1,914 shares; 2024Q4: 4,296 shares; 2025Q1: 3,998 shares; 2025Q2: 4,373 shares; 2025Q3: 2,062 shares; 2025Q4: 2,017 shares 2,017 $506K 0.03% -45 Timeline HAE HAEMONETICS CORP MASS More: the full row for HAEMONETICS CORP MASS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,762 shares; 2024Q4: 3,773 shares; 2025Q1: 6,002 shares; 2025Q2: 6,216 shares; 2025Q3: 8,200 shares; 2025Q4: 6,313 shares 6,313 $506K 0.03% -1,887 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: 1,408 shares; 2024Q4: 2,826 shares; 2025Q1: 2,310 shares; 2025Q2: 2,432 shares; 2025Q3: 2,803 shares; 2025Q4: 2,738 shares 2,738 $504K 0.03% -65 Timeline BC BRUNSWICK CORP More: the full row for BRUNSWICK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,216 shares; 2025Q1: 6,329 shares; 2025Q2: 6,524 shares; 2025Q3: 6,627 shares; 2025Q4: 6,783 shares 6,783 $504K 0.03% +156 Timeline SPGM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,325 shares; 2024Q4: 6,395 shares; 2025Q1: 6,395 shares; 2025Q2: 6,450 shares; 2025Q3: 6,450 shares; 2025Q4: 6,525 shares 6,525 $500K 0.03% +75 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,792 shares; 2024Q4: 3,859 shares; 2025Q1: 2,774 shares; 2025Q2: 2,795 shares; 2025Q3: 2,829 shares; 2025Q4: 2,821 shares 2,821 $500K 0.03% -8 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: not reported; 2024Q4: not reported; 2025Q1: 1,081 shares; 2025Q2: 1,056 shares; 2025Q3: 1,057 shares; 2025Q4: 2,355 shares 2,355 $500K 0.03% +1,298 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,090 shares; 2025Q4: 4,342 shares 4,342 $500K 0.03% +252 Timeline TEAM ATLASSIAN CORPORATION More: the full row for ATLASSIAN CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,503 shares; 2024Q4: 1,929 shares; 2025Q1: 1,856 shares; 2025Q2: 2,123 shares; 2025Q3: 2,990 shares; 2025Q4: 3,079 shares 3,079 $499K 0.03% +89 Timeline VSH VISHAY INTERTECHNOLOGY INC More: the full row for VISHAY INTERTECHNOLOGY 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: 31,382 shares; 2025Q2: 31,705 shares; 2025Q3: 33,040 shares; 2025Q4: 34,439 shares 34,439 $499K 0.03% +1,399 Timeline XPRO EXPRO GROUP HOLDINGS NV More: the full row for EXPRO GROUP HOLDINGS NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,352 shares; 2024Q4: 13,482 shares; 2025Q1: 33,232 shares; 2025Q2: 34,740 shares; 2025Q3: 36,941 shares; 2025Q4: 36,956 shares 36,956 $493K 0.03% +15 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,075 shares; 2025Q4: 7,845 shares 7,845 $490K 0.03% -9,230 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: 37,197 shares; 2024Q4: 42,773 shares; 2025Q1: 39,657 shares; 2025Q2: 45,014 shares; 2025Q3: 36,779 shares; 2025Q4: 36,865 shares 36,865 $484K 0.03% +86 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: 4,937 shares; 2024Q4: 3,987 shares; 2025Q1: 3,961 shares; 2025Q2: 4,032 shares; 2025Q3: 4,031 shares; 2025Q4: 4,032 shares 4,032 $483K 0.03% +1 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: 5,909 shares; 2024Q4: 8,037 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,918 shares; 2025Q4: 9,438 shares 9,438 $479K 0.03% +2,520 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: 3,623 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,090 shares; 2025Q4: 3,799 shares 3,799 $478K 0.03% -2,291 Timeline KNX KNIGHT-SWIFT TRANSN HLDGS IN More: the full row for KNIGHT-SWIFT TRANSN HLDGS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,236 shares; 2024Q4: 7,282 shares; 2025Q1: 8,340 shares; 2025Q2: 8,551 shares; 2025Q3: 8,511 shares; 2025Q4: 9,136 shares 9,136 $478K 0.03% +625 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: 871 shares; 2024Q4: 797 shares; 2025Q1: 797 shares; 2025Q2: 797 shares; 2025Q3: 791 shares; 2025Q4: 792 shares 792 $478K 0.03% +1 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: 539 shares; 2024Q4: 595 shares; 2025Q1: 521 shares; 2025Q2: 65 shares; 2025Q3: 114 shares; 2025Q4: 89 shares 89 $477K 0.03% -25 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: 15,396 shares; 2024Q4: 13,354 shares; 2025Q1: 10,437 shares; 2025Q2: 10,131 shares; 2025Q3: 9,201 shares; 2025Q4: 8,759 shares 8,759 $471K 0.03% -442 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: 3,670 shares; 2024Q4: 3,601 shares; 2025Q1: 5,297 shares; 2025Q2: 4,312 shares; 2025Q3: 4,369 shares; 2025Q4: 4,440 shares 4,440 $471K 0.03% +71 Timeline HST HOST HOTELS & RESORTS INC More: the full row for HOST HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,803 shares; 2024Q4: 16,887 shares; 2025Q1: 24,541 shares; 2025Q2: 24,993 shares; 2025Q3: 25,731 shares; 2025Q4: 26,564 shares 26,564 $471K 0.03% +833 Timeline FOXA FOX CORP More: the full row for FOX 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: 5,364 shares; 2025Q2: 6,202 shares; 2025Q3: 6,245 shares; 2025Q4: 6,444 shares 6,444 $471K 0.03% +199 Timeline SSO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,463 shares; 2024Q4: 4,463 shares; 2025Q1: 4,463 shares; 2025Q2: 4,463 shares; 2025Q3: 4,263 shares; 2025Q4: 8,126 shares 8,126 $471K 0.03% +3,863 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,017 shares; 2024Q4: 11,113 shares; 2025Q1: 11,329 shares; 2025Q2: 11,465 shares; 2025Q3: 11,647 shares; 2025Q4: 11,649 shares 11,649 $469K 0.03% +2 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,904 shares; 2024Q4: 17,758 shares; 2025Q1: 27,035 shares; 2025Q2: 28,211 shares; 2025Q3: 28,938 shares; 2025Q4: 29,105 shares 29,105 $468K 0.03% +167 Timeline MATX MATSON INC More: the full row for MATSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,495 shares; 2025Q3: 3,611 shares; 2025Q4: 3,782 shares 3,782 $467K 0.03% +171 Timeline FELG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,403 shares; 2024Q4: 69,861 shares; 2025Q1: 11,168 shares; 2025Q2: 11,182 shares; 2025Q3: 11,192 shares; 2025Q4: 11,202 shares 11,202 $467K 0.03% +10 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,875 shares; 2024Q4: 3,875 shares; 2025Q1: 3,871 shares; 2025Q2: 3,934 shares; 2025Q3: 3,947 shares; 2025Q4: 3,947 shares 3,947 $464K 0.03% 0 Timeline APTV APTIV PLC More: the full row for APTIV PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,237 shares; 2025Q4: 6,096 shares 6,096 $464K 0.03% -141 Timeline CARG CARGURUS INC More: the full row for CARGURUS 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: 11,947 shares 11,947 $458K 0.03% new Timeline SLGN SILGAN HLDGS INC More: the full row for SILGAN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,430 shares; 2024Q4: 7,471 shares; 2025Q1: 7,741 shares; 2025Q2: 9,109 shares; 2025Q3: 11,007 shares; 2025Q4: 11,285 shares 11,285 $456K 0.03% +278 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: 7,347 shares; 2024Q4: 7,060 shares; 2025Q1: 10,846 shares; 2025Q2: 11,057 shares; 2025Q3: 12,313 shares; 2025Q4: 3,608 shares 3,608 $454K 0.03% -8,705 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,587 shares; 2024Q4: 3,834 shares; 2025Q1: 6,891 shares; 2025Q2: 6,906 shares; 2025Q3: 6,970 shares; 2025Q4: 7,120 shares 7,120 $454K 0.03% +150 Timeline FCPT FOUR CORNERS PPTY TR INC More: the full row for FOUR CORNERS PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,298 shares; 2024Q4: 12,400 shares; 2025Q1: 18,491 shares; 2025Q2: 19,388 shares; 2025Q3: 19,467 shares; 2025Q4: 19,571 shares 19,571 $451K 0.03% +104 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,865 shares; 2024Q4: 4,682 shares; 2025Q1: 4,648 shares; 2025Q2: 4,721 shares; 2025Q3: 4,722 shares; 2025Q4: 4,722 shares 4,722 $445K 0.03% 0 Timeline MOD MODINE MFG CO More: the full row for MODINE MFG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,267 shares; 2025Q4: 3,322 shares 3,322 $444K 0.03% +55 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,855 shares; 2025Q3: 4,355 shares; 2025Q4: 5,158 shares 5,158 $442K 0.03% +803 Timeline SITE SITEONE LANDSCAPE SUPPLY INC More: the full row for SITEONE LANDSCAPE SUPPLY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,998 shares; 2024Q4: 2,917 shares; 2025Q1: 3,225 shares; 2025Q2: 3,448 shares; 2025Q3: 3,520 shares; 2025Q4: 3,534 shares 3,534 $440K 0.03% +14 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,998 shares; 2025Q4: 9,078 shares 9,078 $439K 0.03% +80 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,985 shares; 2024Q4: 1,980 shares; 2025Q1: 1,851 shares; 2025Q2: 1,718 shares; 2025Q3: 1,725 shares; 2025Q4: 1,767 shares 1,767 $436K 0.03% +42 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,398 shares; 2024Q4: 7,110 shares; 2025Q1: 7,790 shares; 2025Q2: 12,197 shares; 2025Q3: 9,222 shares; 2025Q4: 9,471 shares 9,471 $432K 0.03% +249 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,539 shares; 2024Q4: 3,554 shares; 2025Q1: 3,995 shares; 2025Q2: 3,978 shares; 2025Q3: 4,004 shares; 2025Q4: 4,207 shares 4,207 $431K 0.03% +203 Timeline ELME ELME COMMUNITIES More: the full row for ELME COMMUNITIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,058 shares; 2024Q4: 16,177 shares; 2025Q1: 22,124 shares; 2025Q2: 23,058 shares; 2025Q3: 23,872 shares; 2025Q4: 24,716 shares 24,716 $430K 0.03% +844 Timeline QXO QXO INC More: the full row for QXO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,858 shares; 2024Q4: 15,908 shares; 2025Q1: 19,958 shares; 2025Q2: 19,908 shares; 2025Q3: 22,258 shares; 2025Q4: 22,258 shares 22,258 $429K 0.03% 0 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: 2,273 shares; 2024Q4: 3,226 shares; 2025Q1: 3,331 shares; 2025Q2: 4,691 shares; 2025Q3: 4,817 shares; 2025Q4: 5,092 shares 5,092 $429K 0.03% +275 Timeline VRSN VERISIGN INC More: the full row for VERISIGN 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: 1,363 shares; 2025Q3: 1,739 shares; 2025Q4: 1,765 shares 1,765 $429K 0.03% +26 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: 5,471 shares; 2024Q4: 4,306 shares; 2025Q1: 2,318 shares; 2025Q2: 2,228 shares; 2025Q3: 2,124 shares; 2025Q4: 2,080 shares 2,080 $422K 0.03% -44 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: not reported; 2024Q4: 4,053 shares; 2025Q1: 7,551 shares; 2025Q2: 7,764 shares; 2025Q3: 8,244 shares; 2025Q4: 8,430 shares 8,430 $416K 0.02% +186 Timeline VHT 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: 2,140 shares; 2024Q4: 2,140 shares; 2025Q1: 2,139 shares; 2025Q2: 1,395 shares; 2025Q3: 1,448 shares; 2025Q4: 1,437 shares 1,437 $414K 0.02% -11 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 840 shares; 2024Q4: 832 shares; 2025Q1: 611 shares; 2025Q2: 561 shares; 2025Q3: 1,279 shares; 2025Q4: 928 shares 928 $413K 0.02% -351 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: 7,414 shares; 2024Q4: 7,435 shares; 2025Q1: 2,765 shares; 2025Q2: 2,899 shares; 2025Q3: 2,993 shares; 2025Q4: 2,578 shares 2,578 $411K 0.02% -415 Timeline INGR INGREDION INC More: the full row for INGREDION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,212 shares; 2024Q4: 2,546 shares; 2025Q1: 3,503 shares; 2025Q2: 3,666 shares; 2025Q3: 3,707 shares; 2025Q4: 3,703 shares 3,703 $408K 0.02% -4 Timeline ETH GRAYSCALE ETHEREUM STAKING More: the full row for GRAYSCALE ETHEREUM STAKING 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: 9,527 shares; 2025Q3: 13,535 shares; 2025Q4: 14,436 shares 14,436 $405K 0.02% +901 Timeline PBF PBF ENERGY INC More: the full row for PBF ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,915 shares; 2024Q4: 12,571 shares; 2025Q1: 13,840 shares; 2025Q2: 13,939 shares; 2025Q3: 14,287 shares; 2025Q4: 14,912 shares 14,912 $404K 0.02% +625 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: not reported; 2024Q4: not reported; 2025Q1: 2,014 shares; 2025Q2: 2,164 shares; 2025Q3: 2,246 shares; 2025Q4: 2,322 shares 2,322 $402K 0.02% +76 Timeline QQEW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,820 shares 2,820 $401K 0.02% new Timeline TMHC TAYLOR MORRISON HOME CORP More: the full row for TAYLOR MORRISON HOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,356 shares; 2024Q4: 5,209 shares; 2025Q1: 7,712 shares; 2025Q2: 8,146 shares; 2025Q3: 6,575 shares; 2025Q4: 6,795 shares 6,795 $400K 0.02% +220 Timeline SPSM 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: 10,669 shares; 2024Q4: 9,054 shares; 2025Q1: 9,353 shares; 2025Q2: 7,986 shares; 2025Q3: 8,644 shares; 2025Q4: 8,527 shares 8,527 $400K 0.02% -117 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,694 shares; 2025Q4: 1,694 shares 1,694 $396K 0.02% 0 Timeline CPT CAMDEN PPTY TR More: the full row for CAMDEN PPTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,379 shares; 2024Q4: 2,400 shares; 2025Q1: 3,337 shares; 2025Q2: 3,467 shares; 2025Q3: 3,514 shares; 2025Q4: 3,593 shares 3,593 $396K 0.02% +79 Timeline VGLT 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: 8,422 shares; 2025Q1: 9,393 shares; 2025Q2: 5,059 shares; 2025Q3: 7,100 shares; 2025Q4: 7,080 shares 7,080 $395K 0.02% -20 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,036 shares; 2024Q4: 5,801 shares; 2025Q1: 6,115 shares; 2025Q2: 4,728 shares; 2025Q3: 5,091 shares; 2025Q4: 5,076 shares 5,076 $393K 0.02% -15 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: 10,170 shares; 2024Q4: 9,325 shares; 2025Q1: 9,356 shares; 2025Q2: 9,349 shares; 2025Q3: 8,128 shares; 2025Q4: 7,405 shares 7,405 $391K 0.02% -723 Timeline FLUT FLUTTER ENTMT PLC More: the full row for FLUTTER ENTMT PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,366 shares; 2024Q4: 2,391 shares; 2025Q1: 2,895 shares; 2025Q2: 2,234 shares; 2025Q3: 2,305 shares; 2025Q4: 1,815 shares 1,815 $390K 0.02% -490 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,566 shares; 2024Q4: 5,583 shares; 2025Q1: 5,604 shares; 2025Q2: 5,661 shares; 2025Q3: 8,489 shares; 2025Q4: 8,474 shares 8,474 $389K 0.02% -15 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,316 shares; 2025Q1: 18,832 shares; 2025Q2: 20,300 shares; 2025Q3: 21,294 shares; 2025Q4: 19,794 shares 19,794 $387K 0.02% -1,500 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: 820 shares; 2024Q4: 956 shares; 2025Q1: 1,285 shares; 2025Q2: 1,368 shares; 2025Q3: 2,600 shares; 2025Q4: 988 shares 988 $387K 0.02% -1,612 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,555 shares; 2024Q4: 2,635 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,422 shares 3,422 $386K 0.02% new Timeline EQH EQUITABLE HLDGS INC More: the full row for EQUITABLE 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: 7,825 shares; 2025Q3: 7,850 shares; 2025Q4: 8,059 shares 8,059 $384K 0.02% +209 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,076 shares; 2024Q4: 2,282 shares; 2025Q1: 2,093 shares; 2025Q2: 2,071 shares; 2025Q3: 1,867 shares; 2025Q4: 1,902 shares 1,902 $380K 0.02% +35 Timeline FCNCA FIRST CTZNS BANCSHARES INC D More: the full row for FIRST CTZNS BANCSHARES INC D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 166 shares; 2024Q4: 173 shares; 2025Q1: 175 shares; 2025Q2: 177 shares; 2025Q3: 174 shares; 2025Q4: 176 shares 176 $378K 0.02% +2 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: 8,248 shares; 2024Q4: 6,796 shares; 2025Q1: 10,767 shares; 2025Q2: 10,348 shares; 2025Q3: 8,401 shares; 2025Q4: 8,634 shares 8,634 $376K 0.02% +233 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: 4,249 shares; 2024Q4: 12,358 shares; 2025Q1: 12,410 shares; 2025Q2: 12,461 shares; 2025Q3: 12,576 shares; 2025Q4: 12,630 shares 12,630 $374K 0.02% +54 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,915 shares; 2024Q4: 4,975 shares; 2025Q1: 4,992 shares; 2025Q2: 3,506 shares; 2025Q3: 3,973 shares; 2025Q4: 4,515 shares 4,515 $374K 0.02% +542 Timeline TGLS TECNOGLASS INC More: the full row for TECNOGLASS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,032 shares; 2024Q4: 4,717 shares; 2025Q1: 7,028 shares; 2025Q2: 7,107 shares; 2025Q3: 7,257 shares; 2025Q4: 7,418 shares 7,418 $373K 0.02% +161 Timeline AL AIR LEASE CORP More: the full row for AIR LEASE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,852 shares; 2025Q1: 10,773 shares; 2025Q2: 8,541 shares; 2025Q3: 6,808 shares; 2025Q4: 5,707 shares 5,707 $367K 0.02% -1,101 Timeline