AVDE 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: restricted; 2024Q4: 654,518 shares; 2025Q1: 653,815 shares; 2025Q2: 648,602 shares; 2025Q3: 606,096 shares; 2025Q4: 599,355 shares 599,355 $49.3M 6.19% -6,741 Timeline GUNR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 531,053 shares; 2025Q1: 565,218 shares; 2025Q2: 512,086 shares; 2025Q3: 561,696 shares; 2025Q4: 764,886 shares 764,886 $35.1M 4.4% +203,190 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 686,301 shares; 2025Q1: 692,392 shares; 2025Q2: 713,091 shares; 2025Q3: 746,636 shares; 2025Q4: 845,890 shares 845,890 $33.5M 4.2% +99,254 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: restricted; 2024Q4: 401,731 shares; 2025Q1: 401,522 shares; 2025Q2: 391,938 shares; 2025Q3: 391,454 shares; 2025Q4: 390,320 shares 390,320 $30.1M 3.77% -1,134 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: restricted; 2024Q4: 306,985 shares; 2025Q1: 300,320 shares; 2025Q2: 283,604 shares; 2025Q3: 243,892 shares; 2025Q4: 280,118 shares 280,118 $24M 3.01% +36,226 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: restricted; 2024Q4: 35,205 shares; 2025Q1: 44,839 shares; 2025Q2: 46,268 shares; 2025Q3: 48,057 shares; 2025Q4: 48,853 shares 48,853 $23.6M 2.96% +796 Timeline IXC 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: restricted; 2024Q4: 349,414 shares; 2025Q1: 350,164 shares; 2025Q2: 356,343 shares; 2025Q3: 368,314 shares; 2025Q4: 460,282 shares 460,282 $19.3M 2.42% +91,968 Timeline DFIC 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: restricted; 2024Q4: 403,229 shares; 2025Q1: 436,441 shares; 2025Q2: 472,518 shares; 2025Q3: 474,540 shares; 2025Q4: 529,713 shares 529,713 $18.3M 2.29% +55,173 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 29,563 shares; 2025Q1: 48,710 shares; 2025Q2: 50,239 shares; 2025Q3: 51,696 shares; 2025Q4: 56,980 shares 56,980 $15.5M 1.94% +5,284 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: restricted; 2024Q4: 27,905 shares; 2025Q1: 60,279 shares; 2025Q2: 67,440 shares; 2025Q3: 71,466 shares; 2025Q4: 75,932 shares 75,932 $14.2M 1.78% +4,466 Timeline IAUM ISHARES GOLD TRUST MICRO More: the full row for ISHARES GOLD TRUST MICRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 226,409 shares; 2025Q1: 232,202 shares; 2025Q2: 256,302 shares; 2025Q3: 236,175 shares; 2025Q4: 306,339 shares 306,339 $13.2M 1.65% +70,164 Timeline GREK GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 248,878 shares; 2025Q1: 252,210 shares; 2025Q2: 229,508 shares; 2025Q3: 210,404 shares; 2025Q4: 192,612 shares 192,612 $12.7M 1.59% -17,792 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: restricted; 2024Q4: 34,758 shares; 2025Q1: 34,777 shares; 2025Q2: 35,092 shares; 2025Q3: 33,187 shares; 2025Q4: 31,686 shares 31,686 $10.6M 1.33% -1,501 Timeline GNR 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: restricted; 2024Q4: 148,266 shares; 2025Q1: 147,730 shares; 2025Q2: 167,746 shares; 2025Q3: 160,903 shares; 2025Q4: 160,828 shares 160,828 $9.99M 1.25% -75 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: restricted; 2024Q4: 158,951 shares; 2025Q1: 159,004 shares; 2025Q2: 208,527 shares; 2025Q3: 206,155 shares; 2025Q4: 204,850 shares 204,850 $9.54M 1.2% -1,305 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 131,882 shares; 2025Q1: 124,465 shares; 2025Q2: 116,397 shares; 2025Q3: 105,386 shares; 2025Q4: 102,022 shares 102,022 $8.71M 1.09% -3,364 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: restricted; 2024Q4: 23,276 shares; 2025Q1: 23,276 shares; 2025Q2: 22,390 shares; 2025Q3: 21,892 shares; 2025Q4: 21,583 shares 21,583 $8.55M 1.07% -309 Timeline DFEM 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: restricted; 2024Q4: 154,898 shares; 2025Q1: 177,045 shares; 2025Q2: 200,345 shares; 2025Q3: 205,391 shares; 2025Q4: 246,211 shares 246,211 $8.14M 1.02% +40,820 Timeline AVUS 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: restricted; 2024Q4: 65,088 shares; 2025Q1: 64,816 shares; 2025Q2: 64,774 shares; 2025Q3: 64,822 shares; 2025Q4: 65,228 shares 65,228 $7.29M 0.91% +406 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: restricted; 2024Q4: 12,301 shares; 2025Q1: 20,599 shares; 2025Q2: 27,024 shares; 2025Q3: 29,823 shares; 2025Q4: 31,515 shares 31,515 $7.27M 0.91% +1,692 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: restricted; 2024Q4: 8,996 shares; 2025Q1: 17,833 shares; 2025Q2: 20,342 shares; 2025Q3: 20,024 shares; 2025Q4: 21,076 shares 21,076 $6.6M 0.83% +1,052 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: restricted; 2024Q4: 81,457 shares; 2025Q1: 70,244 shares; 2025Q2: 69,711 shares; 2025Q3: 72,764 shares; 2025Q4: 52,110 shares 52,110 $6.27M 0.79% -20,654 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: restricted; 2024Q4: 8,970 shares; 2025Q1: 11,605 shares; 2025Q2: 11,525 shares; 2025Q3: 11,777 shares; 2025Q4: 12,459 shares 12,459 $6.26M 0.79% +682 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 87,836 shares; 2025Q1: 86,058 shares; 2025Q2: 83,524 shares; 2025Q3: 78,946 shares; 2025Q4: 69,735 shares 69,735 $5.66M 0.71% -9,211 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: restricted; 2024Q4: 3,684 shares; 2025Q1: 6,391 shares; 2025Q2: 7,185 shares; 2025Q3: 7,731 shares; 2025Q4: 8,027 shares 8,027 $5.3M 0.66% +296 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: restricted; 2024Q4: 52,782 shares; 2025Q1: 52,816 shares; 2025Q2: 51,523 shares; 2025Q3: 52,738 shares; 2025Q4: 52,654 shares 52,654 $4.95M 0.62% -84 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: restricted; 2024Q4: 5,805 shares; 2025Q1: 10,468 shares; 2025Q2: 12,454 shares; 2025Q3: 14,240 shares; 2025Q4: 14,271 shares 14,271 $4.94M 0.62% +31 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: restricted; 2024Q4: 18,180 shares; 2025Q1: 15,871 shares; 2025Q2: 14,539 shares; 2025Q3: 15,042 shares; 2025Q4: 15,610 shares 15,610 $4.81M 0.6% +568 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: restricted; 2024Q4: 7,721 shares; 2025Q1: 14,004 shares; 2025Q2: 12,179 shares; 2025Q3: 14,766 shares; 2025Q4: 15,037 shares 15,037 $4.72M 0.59% +271 Timeline RING 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: restricted; 2024Q4: 76,541 shares; 2025Q1: 75,498 shares; 2025Q2: 76,440 shares; 2025Q3: 68,344 shares; 2025Q4: 63,020 shares 63,020 $4.64M 0.58% -5,324 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: restricted; 2024Q4: 3,892 shares; 2025Q1: 6,720 shares; 2025Q2: 8,147 shares; 2025Q3: 8,553 shares; 2025Q4: 9,476 shares 9,476 $4.26M 0.53% +923 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: restricted; 2024Q4: 78,690 shares; 2025Q1: 81,348 shares; 2025Q2: 74,883 shares; 2025Q3: 80,620 shares; 2025Q4: 75,178 shares 75,178 $4.06M 0.51% -5,442 Timeline TFI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 94,576 shares; 2025Q1: 88,514 shares; 2025Q2: 86,202 shares; 2025Q3: 88,063 shares; 2025Q4: 86,626 shares 86,626 $3.96M 0.5% -1,437 Timeline DFAI 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: restricted; 2024Q4: 104,905 shares; 2025Q1: 107,324 shares; 2025Q2: 104,583 shares; 2025Q3: 103,688 shares; 2025Q4: 102,406 shares 102,406 $3.9M 0.49% -1,282 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: restricted; 2024Q4: 34,994 shares; 2025Q1: 50,978 shares; 2025Q2: 55,881 shares; 2025Q3: 63,471 shares; 2025Q4: 69,269 shares 69,269 $3.87M 0.48% +5,798 Timeline DFAX 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: restricted; 2024Q4: 118,270 shares; 2025Q1: 117,875 shares; 2025Q2: 116,599 shares; 2025Q3: 116,804 shares; 2025Q4: 117,051 shares 117,051 $3.83M 0.48% +247 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: restricted; 2024Q4: 3,797 shares; 2025Q1: 7,310 shares; 2025Q2: 8,178 shares; 2025Q3: 8,604 shares; 2025Q4: 9,495 shares 9,495 $3.06M 0.38% +891 Timeline DFAU 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: restricted; 2024Q4: 26,593 shares; 2025Q1: 65,791 shares; 2025Q2: 64,449 shares; 2025Q3: 64,477 shares; 2025Q4: 65,312 shares 65,312 $3.06M 0.38% +835 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: restricted; 2024Q4: 1,167 shares; 2025Q1: 1,961 shares; 2025Q2: 1,517 shares; 2025Q3: 2,260 shares; 2025Q4: 2,788 shares 2,788 $3M 0.38% +528 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: restricted; 2024Q4: 40,354 shares; 2025Q1: 40,354 shares; 2025Q2: 40,480 shares; 2025Q3: 40,824 shares; 2025Q4: 41,036 shares 41,036 $2.98M 0.37% +212 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: restricted; 2024Q4: 6,547 shares; 2025Q1: 8,219 shares; 2025Q2: 6,981 shares; 2025Q3: 7,612 shares; 2025Q4: 8,492 shares 8,492 $2.92M 0.37% +880 Timeline QUS 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: restricted; 2024Q4: 16,001 shares; 2025Q1: 16,001 shares; 2025Q2: 16,027 shares; 2025Q3: 16,027 shares; 2025Q4: 16,061 shares 16,061 $2.8M 0.35% +34 Timeline DXIV 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: restricted; 2024Q4: 7,982 shares; 2025Q1: 34,244 shares; 2025Q2: 31,671 shares; 2025Q3: 33,694 shares; 2025Q4: 42,892 shares 42,892 $2.79M 0.35% +9,198 Timeline DFAE 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: restricted; 2024Q4: 77,966 shares; 2025Q1: 79,123 shares; 2025Q2: 79,108 shares; 2025Q3: 78,349 shares; 2025Q4: 78,196 shares 78,196 $2.55M 0.32% -153 Timeline AVUV 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: restricted; 2024Q4: 24,741 shares; 2025Q1: 24,741 shares; 2025Q2: 24,742 shares; 2025Q3: 24,521 shares; 2025Q4: 24,478 shares 24,478 $2.5M 0.31% -43 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: restricted; 2024Q4: 16,914 shares; 2025Q1: 40,020 shares; 2025Q2: 45,537 shares; 2025Q3: 74,185 shares; 2025Q4: 101,550 shares 101,550 $2.47M 0.31% +27,365 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: restricted; 2024Q4: 3,706 shares; 2025Q1: 3,706 shares; 2025Q2: 3,706 shares; 2025Q3: 3,622 shares; 2025Q4: 3,611 shares 3,611 $2.47M 0.31% -11 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: restricted; 2024Q4: 4,515 shares; 2025Q1: 3,675 shares; 2025Q2: 3,556 shares; 2025Q3: 3,599 shares; 2025Q4: 3,775 shares 3,775 $2.47M 0.31% +176 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: restricted; 2024Q4: 4,678 shares; 2025Q1: 8,425 shares; 2025Q2: 10,603 shares; 2025Q3: 11,875 shares; 2025Q4: 11,577 shares 11,577 $2.4M 0.3% -298 Timeline DFEV 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: restricted; 2024Q4: 29,834 shares; 2025Q1: 52,777 shares; 2025Q2: 57,306 shares; 2025Q3: 60,169 shares; 2025Q4: 69,375 shares 69,375 $2.34M 0.29% +9,206 Timeline VWOB VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 452,596 shares; 2025Q1: 128,052 shares; 2025Q2: 73,591 shares; 2025Q3: 35,776 shares; 2025Q4: 34,133 shares 34,133 $2.3M 0.29% -1,643 Timeline DXUV 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: restricted; 2024Q4: 4,430 shares; 2025Q1: 48,459 shares; 2025Q2: 24,079 shares; 2025Q3: 31,851 shares; 2025Q4: 37,794 shares 37,794 $2.26M 0.28% +5,943 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,929 shares; 2025Q1: 9,973 shares; 2025Q2: 9,998 shares; 2025Q3: 10,105 shares; 2025Q4: 9,982 shares 9,982 $2.12M 0.27% -123 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: restricted; 2024Q4: 9,267 shares; 2025Q1: 16,160 shares; 2025Q2: 14,315 shares; 2025Q3: 18,937 shares; 2025Q4: 18,088 shares 18,088 $2.02M 0.25% -849 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: restricted; 2024Q4: 371 shares; 2025Q1: 399 shares; 2025Q2: 654 shares; 2025Q3: 3,444 shares; 2025Q4: 3,052 shares 3,052 $1.91M 0.24% -392 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: restricted; 2024Q4: 21,523 shares; 2025Q1: 21,533 shares; 2025Q2: 21,538 shares; 2025Q3: 20,264 shares; 2025Q4: 20,316 shares 20,316 $1.84M 0.23% +52 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: restricted; 2024Q4: 4,526 shares; 2025Q1: 6,468 shares; 2025Q2: 5,665 shares; 2025Q3: 6,718 shares; 2025Q4: 5,221 shares 5,221 $1.83M 0.23% -1,497 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: restricted; 2024Q4: 5,773 shares; 2025Q1: 5,774 shares; 2025Q2: 5,774 shares; 2025Q3: 5,774 shares; 2025Q4: 5,776 shares 5,776 $1.82M 0.23% +2 Timeline CTRI CENTURI HOLDINGS INC More: the full row for CENTURI HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 71,400 shares; 2025Q1: 71,404 shares; 2025Q2: 71,459 shares; 2025Q3: 71,459 shares; 2025Q4: 71,459 shares 71,459 $1.8M 0.23% 0 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: restricted; 2024Q4: 6,940 shares; 2025Q1: 6,940 shares; 2025Q2: 6,940 shares; 2025Q3: 8,229 shares; 2025Q4: 8,169 shares 8,169 $1.8M 0.23% -60 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: restricted; 2024Q4: 109 shares; 2025Q1: 1,249 shares; 2025Q2: 1,374 shares; 2025Q3: 1,534 shares; 2025Q4: 1,671 shares 1,671 $1.79M 0.22% +137 Timeline CXW CORECIVIC INC More: the full row for CORECIVIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 84,352 shares; 2025Q1: 94,018 shares; 2025Q2: 102,303 shares; 2025Q3: 102,303 shares; 2025Q4: 86,013 shares 86,013 $1.64M 0.21% -16,290 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: restricted; 2024Q4: 28,159 shares; 2025Q1: 28,312 shares; 2025Q2: 28,284 shares; 2025Q3: 28,248 shares; 2025Q4: 27,228 shares 27,228 $1.62M 0.2% -1,020 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: restricted; 2024Q4: 7,624 shares; 2025Q1: 16,366 shares; 2025Q2: 16,967 shares; 2025Q3: 19,588 shares; 2025Q4: 21,005 shares 21,005 $1.62M 0.2% +1,417 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: restricted; 2024Q4: 1,238 shares; 2025Q1: 2,286 shares; 2025Q2: 2,438 shares; 2025Q3: 3,237 shares; 2025Q4: 2,781 shares 2,781 $1.59M 0.2% -456 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: restricted; 2024Q4: 24,598 shares; 2025Q1: 24,598 shares; 2025Q2: 21,392 shares; 2025Q3: 21,392 shares; 2025Q4: 21,392 shares 21,392 $1.52M 0.19% 0 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,198 shares; 2025Q1: 6,267 shares; 2025Q2: 7,855 shares; 2025Q3: 8,215 shares; 2025Q4: 8,693 shares 8,693 $1.49M 0.19% +478 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 22,974 shares; 2025Q1: 23,634 shares; 2025Q2: 12,661 shares; 2025Q3: 12,914 shares; 2025Q4: 13,130 shares 13,130 $1.49M 0.19% +216 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: restricted; 2024Q4: 4,480 shares; 2025Q1: 5,252 shares; 2025Q2: 7,798 shares; 2025Q3: 8,065 shares; 2025Q4: 8,314 shares 8,314 $1.48M 0.19% +249 Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 25,543 shares; 2025Q1: 28,253 shares; 2025Q2: 30,979 shares; 2025Q3: 32,827 shares; 2025Q4: 30,168 shares 30,168 $1.45M 0.18% -2,659 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: restricted; 2024Q4: 5,240 shares; 2025Q1: 6,610 shares; 2025Q2: 5,113 shares; 2025Q3: 5,929 shares; 2025Q4: 5,783 shares 5,783 $1.39M 0.17% -146 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: restricted; 2024Q4: 2,735 shares; 2025Q1: 5,151 shares; 2025Q2: 5,432 shares; 2025Q3: 7,426 shares; 2025Q4: 5,988 shares 5,988 $1.37M 0.17% -1,438 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: restricted; 2024Q4: 664 shares; 2025Q1: 1,116 shares; 2025Q2: 1,324 shares; 2025Q3: 1,586 shares; 2025Q4: 13,781 shares 13,781 $1.29M 0.16% +12,195 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: restricted; 2024Q4: 2,341 shares; 2025Q1: 5,485 shares; 2025Q2: 8,204 shares; 2025Q3: 12,982 shares; 2025Q4: 10,668 shares 10,668 $1.24M 0.16% -2,314 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: restricted; 2024Q4: 12,436 shares; 2025Q1: 18,243 shares; 2025Q2: 19,400 shares; 2025Q3: 22,200 shares; 2025Q4: 22,372 shares 22,372 $1.23M 0.15% +172 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: restricted; 2024Q4: 4,539 shares; 2025Q1: 6,744 shares; 2025Q2: 5,780 shares; 2025Q3: 9,688 shares; 2025Q4: 8,009 shares 8,009 $1.22M 0.15% -1,679 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,146 shares; 2025Q1: 11,186 shares; 2025Q2: 11,234 shares; 2025Q3: 11,284 shares; 2025Q4: 10,686 shares 10,686 $1.22M 0.15% -598 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: restricted; 2024Q4: 8,036 shares; 2025Q1: 8,040 shares; 2025Q2: 8,028 shares; 2025Q3: 8,858 shares; 2025Q4: 8,540 shares 8,540 $1.2M 0.15% -318 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,498 shares; 2025Q1: 14,377 shares; 2025Q2: 14,005 shares; 2025Q3: 13,806 shares; 2025Q4: 15,188 shares 15,188 $1.19M 0.15% +1,382 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 785 shares; 2025Q1: 7,507 shares; 2025Q2: 7,713 shares; 2025Q3: 7,686 shares; 2025Q4: 8,514 shares 8,514 $1.17M 0.15% +828 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: restricted; 2024Q4: 3,227 shares; 2025Q1: 5,593 shares; 2025Q2: 5,824 shares; 2025Q3: 6,209 shares; 2025Q4: 6,387 shares 6,387 $1.17M 0.15% +178 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: restricted; 2024Q4: 1,379 shares; 2025Q1: 3,765 shares; 2025Q2: 4,635 shares; 2025Q3: 4,790 shares; 2025Q4: 5,462 shares 5,462 $1.17M 0.15% +672 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: restricted; 2024Q4: 52 shares; 2025Q1: 182 shares; 2025Q2: 189 shares; 2025Q3: 193 shares; 2025Q4: 217 shares 217 $1.16M 0.15% +24 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: restricted; 2024Q4: 308 shares; 2025Q1: 812 shares; 2025Q2: 887 shares; 2025Q3: 892 shares; 2025Q4: 924 shares 924 $1.12M 0.14% +32 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: restricted; 2024Q4: 734 shares; 2025Q1: 9,296 shares; 2025Q2: 9,067 shares; 2025Q3: 10,824 shares; 2025Q4: 11,981 shares 11,981 $1.1M 0.14% +1,157 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 619 shares; 2025Q1: 5,673 shares; 2025Q2: 5,908 shares; 2025Q3: 5,905 shares; 2025Q4: 6,420 shares 6,420 $1.09M 0.14% +515 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: restricted; 2024Q4: 4,501 shares; 2025Q1: 5,159 shares; 2025Q2: 4,549 shares; 2025Q3: 7,614 shares; 2025Q4: 5,505 shares 5,505 $1.07M 0.13% -2,109 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: restricted; 2024Q4: 561 shares; 2025Q1: 1,030 shares; 2025Q2: 1,002 shares; 2025Q3: 1,050 shares; 2025Q4: 1,174 shares 1,174 $1.03M 0.13% +124 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: restricted; 2024Q4: 1,156 shares; 2025Q1: 1,455 shares; 2025Q2: 1,073 shares; 2025Q3: 1,349 shares; 2025Q4: 1,774 shares 1,774 $1.02M 0.13% +425 Timeline AVMA 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: restricted; 2024Q4: 1,455 shares; 2025Q1: 10,901 shares; 2025Q2: 7,060 shares; 2025Q3: 10,664 shares; 2025Q4: 15,247 shares 15,247 $1.01M 0.13% +4,583 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: restricted; 2024Q4: 2,662 shares; 2025Q1: 4,413 shares; 2025Q2: 2,879 shares; 2025Q3: 3,393 shares; 2025Q4: 3,535 shares 3,535 $1.01M 0.13% +142 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: restricted; 2024Q4: 627 shares; 2025Q1: 1,517 shares; 2025Q2: 1,538 shares; 2025Q3: 1,142 shares; 2025Q4: 1,147 shares 1,147 $990K 0.12% +5 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 334 shares; 2025Q1: 3,895 shares; 2025Q2: 3,081 shares; 2025Q3: 3,606 shares; 2025Q4: 4,582 shares 4,582 $981K 0.12% +976 Timeline EFAV 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: restricted; 2024Q4: 10,629 shares; 2025Q1: 10,629 shares; 2025Q2: 10,834 shares; 2025Q3: 10,834 shares; 2025Q4: 10,982 shares 10,982 $947K 0.12% +148 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 744 shares; 2025Q1: 3,898 shares; 2025Q2: 4,051 shares; 2025Q3: 4,201 shares; 2025Q4: 4,530 shares 4,530 $929K 0.12% +329 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,040 shares; 2025Q1: 50,884 shares; 2025Q2: 51,080 shares; 2025Q3: 51,713 shares; 2025Q4: 58,387 shares 58,387 $926K 0.12% +6,674 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: restricted; 2024Q4: 1,093 shares; 2025Q1: 2,050 shares; 2025Q2: 2,056 shares; 2025Q3: 2,353 shares; 2025Q4: 2,991 shares 2,991 $914K 0.11% +638 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: restricted; 2024Q4: 559 shares; 2025Q1: 2,542 shares; 2025Q2: 1,663 shares; 2025Q3: 2,251 shares; 2025Q4: 3,208 shares 3,208 $909K 0.11% +957 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: restricted; 2024Q4: 2,266 shares; 2025Q1: 3,579 shares; 2025Q2: 4,165 shares; 2025Q3: 7,058 shares; 2025Q4: 5,104 shares 5,104 $906K 0.11% -1,954 Timeline LRGF 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: restricted; 2024Q4: 12,962 shares; 2025Q1: 12,962 shares; 2025Q2: 12,962 shares; 2025Q3: 12,962 shares; 2025Q4: 12,962 shares 12,962 $900K 0.11% 0 Timeline VAW 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: restricted; 2024Q4: 5,094 shares; 2025Q1: 5,094 shares; 2025Q2: 4,308 shares; 2025Q3: 4,308 shares; 2025Q4: 4,308 shares 4,308 $894K 0.11% 0 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: restricted; 2024Q4: 1,713 shares; 2025Q1: 5,543 shares; 2025Q2: 4,555 shares; 2025Q3: 3,429 shares; 2025Q4: 5,218 shares 5,218 $893K 0.11% +1,789 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,185 shares; 2025Q1: 7,231 shares; 2025Q2: 8,832 shares; 2025Q3: 10,076 shares; 2025Q4: 11,604 shares 11,604 $890K 0.11% +1,528 Timeline DFIV 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: restricted; 2024Q4: 32,965 shares; 2025Q1: 24,062 shares; 2025Q2: 20,461 shares; 2025Q3: 20,481 shares; 2025Q4: 17,680 shares 17,680 $882K 0.11% -2,801 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: restricted; 2024Q4: 150 shares; 2025Q1: 72,575 shares; 2025Q2: 70,846 shares; 2025Q3: 68,277 shares; 2025Q4: 74,795 shares 74,795 $877K 0.11% +6,518 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: restricted; 2024Q4: 2,345 shares; 2025Q1: 8,566 shares; 2025Q2: 3,338 shares; 2025Q3: 6,472 shares; 2025Q4: 8,323 shares 8,323 $876K 0.11% +1,851 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,113 shares; 2025Q1: 6,131 shares; 2025Q2: 6,604 shares; 2025Q3: 6,935 shares; 2025Q4: 6,950 shares 6,950 $875K 0.11% +15 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: restricted; 2024Q4: 1,788 shares; 2025Q1: 4,707 shares; 2025Q2: 7,669 shares; 2025Q3: 8,050 shares; 2025Q4: 9,032 shares 9,032 $868K 0.11% +982 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: restricted; 2024Q4: 413 shares; 2025Q1: 1,887 shares; 2025Q2: 1,771 shares; 2025Q3: 1,836 shares; 2025Q4: 2,476 shares 2,476 $867K 0.11% +640 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: restricted; 2024Q4: 1,376 shares; 2025Q1: 2,049 shares; 2025Q2: 1,015 shares; 2025Q3: 2,456 shares; 2025Q4: 2,623 shares 2,623 $866K 0.11% +167 Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,509 shares; 2025Q1: 3,678 shares; 2025Q2: 3,990 shares; 2025Q3: 8,326 shares; 2025Q4: 10,005 shares 10,005 $863K 0.11% +1,679 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,534 shares; 2025Q1: 36,124 shares; 2025Q2: 37,083 shares; 2025Q3: 35,578 shares; 2025Q4: 36,745 shares 36,745 $857K 0.11% +1,167 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,315 shares; 2025Q1: 16,383 shares; 2025Q2: 17,089 shares; 2025Q3: 16,559 shares; 2025Q4: 18,208 shares 18,208 $843K 0.11% +1,649 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 825 shares; 2025Q1: 11,794 shares; 2025Q2: 12,993 shares; 2025Q3: 12,589 shares; 2025Q4: 13,943 shares 13,943 $842K 0.11% +1,354 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,881 shares; 2025Q1: 6,060 shares; 2025Q2: 6,224 shares; 2025Q3: 2,039 shares; 2025Q4: 10,629 shares 10,629 $840K 0.11% +8,590 Timeline HIMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,741 shares; 2025Q3: 18,741 shares; 2025Q4: 17,121 shares 17,121 $833K 0.1% -1,620 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: restricted; 2024Q4: 1,483 shares; 2025Q1: 1,927 shares; 2025Q2: 2,589 shares; 2025Q3: 2,096 shares; 2025Q4: 3,133 shares 3,133 $830K 0.1% +1,037 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: restricted; 2024Q4: 1,355 shares; 2025Q1: 6,762 shares; 2025Q2: 6,907 shares; 2025Q3: 6,916 shares; 2025Q4: 6,930 shares 6,930 $830K 0.1% +14 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: restricted; 2024Q4: 640 shares; 2025Q1: 1,286 shares; 2025Q2: 2,995 shares; 2025Q3: 3,235 shares; 2025Q4: 3,413 shares 3,413 $827K 0.1% +178 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: restricted; 2024Q4: 1,408 shares; 2025Q1: 1,473 shares; 2025Q2: 5,980 shares; 2025Q3: 6,219 shares; 2025Q4: 6,267 shares 6,267 $821K 0.1% +48 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: restricted; 2024Q4: 476 shares; 2025Q1: 1,995 shares; 2025Q2: 1,505 shares; 2025Q3: 1,543 shares; 2025Q4: 1,607 shares 1,607 $820K 0.1% +64 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: restricted; 2024Q4: 8,671 shares; 2025Q1: 11,408 shares; 2025Q2: 12,252 shares; 2025Q3: 15,119 shares; 2025Q4: 11,664 shares 11,664 $815K 0.1% -3,455 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: restricted; 2024Q4: 2,998 shares; 2025Q1: 6,436 shares; 2025Q2: 6,689 shares; 2025Q3: 8,962 shares; 2025Q4: 6,504 shares 6,504 $815K 0.1% -2,458 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: restricted; 2024Q4: 4,323 shares; 2025Q1: 6,604 shares; 2025Q2: 3,957 shares; 2025Q3: 5,592 shares; 2025Q4: 5,635 shares 5,635 $809K 0.1% +43 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: restricted; 2024Q4: 255 shares; 2025Q1: 1,670 shares; 2025Q2: 1,934 shares; 2025Q3: 2,022 shares; 2025Q4: 2,391 shares 2,391 $805K 0.1% +369 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,285 shares 12,285 $803K 0.1% new Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 52,445 shares; 2025Q1: 52,392 shares; 2025Q2: 33,004 shares; 2025Q3: 32,844 shares; 2025Q4: 33,076 shares 33,076 $795K 0.1% +232 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: restricted; 2024Q4: 5,396 shares; 2025Q1: 7,931 shares; 2025Q2: 12,768 shares; 2025Q3: 13,625 shares; 2025Q4: 26,558 shares 26,558 $794K 0.1% +12,933 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: restricted; 2024Q4: 3,353 shares; 2025Q1: 4,262 shares; 2025Q2: 4,305 shares; 2025Q3: 4,146 shares; 2025Q4: 4,043 shares 4,043 $789K 0.1% -103 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: restricted; 2024Q4: 1,618 shares; 2025Q1: 10,254 shares; 2025Q2: 8,857 shares; 2025Q3: 9,395 shares; 2025Q4: 10,666 shares 10,666 $784K 0.1% +1,271 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: restricted; 2024Q4: 416 shares; 2025Q1: 4,204 shares; 2025Q2: 4,368 shares; 2025Q3: 5,596 shares; 2025Q4: 7,341 shares 7,341 $756K 0.09% +1,745 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: restricted; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares 1 $755K 0.09% 0 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,044 shares; 2025Q1: 6,368 shares; 2025Q2: 6,679 shares; 2025Q3: 6,819 shares; 2025Q4: 6,496 shares 6,496 $754K 0.09% -323 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: restricted; 2024Q4: 700 shares; 2025Q1: 6,329 shares; 2025Q2: 7,327 shares; 2025Q3: 7,353 shares; 2025Q4: 7,982 shares 7,982 $752K 0.09% +629 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: restricted; 2024Q4: 1,716 shares; 2025Q1: 8,634 shares; 2025Q2: 9,069 shares; 2025Q3: 9,124 shares; 2025Q4: 10,201 shares 10,201 $745K 0.09% +1,077 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: restricted; 2024Q4: 5,249 shares; 2025Q1: 5,249 shares; 2025Q2: 5,249 shares; 2025Q3: 5,249 shares; 2025Q4: 5,249 shares 5,249 $741K 0.09% 0 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,180 shares; 2025Q1: 27,304 shares; 2025Q2: 26,135 shares; 2025Q3: 25,927 shares; 2025Q4: 28,834 shares 28,834 $738K 0.09% +2,907 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: restricted; 2024Q4: 545 shares; 2025Q1: 762 shares; 2025Q2: 644 shares; 2025Q3: 651 shares; 2025Q4: 684 shares 684 $732K 0.09% +33 Timeline PB PROSPERITY BANCSHARES INC More: the full row for PROSPERITY BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,398 shares; 2025Q1: 11,354 shares; 2025Q2: 10,580 shares; 2025Q3: 10,676 shares; 2025Q4: 10,584 shares 10,584 $731K 0.09% -92 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: restricted; 2024Q4: 649 shares; 2025Q1: 643 shares; 2025Q2: 644 shares; 2025Q3: 1,379 shares; 2025Q4: 1,066 shares 1,066 $727K 0.09% -313 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 642 shares; 2025Q1: 4,235 shares; 2025Q2: 4,511 shares; 2025Q3: 5,078 shares; 2025Q4: 6,164 shares 6,164 $723K 0.09% +1,086 Timeline AVES 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: restricted; 2024Q4: 11,675 shares; 2025Q1: 11,675 shares; 2025Q2: 12,285 shares; 2025Q3: 12,028 shares; 2025Q4: 12,209 shares 12,209 $712K 0.09% +181 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: restricted; 2024Q4: 688 shares; 2025Q1: 1,192 shares; 2025Q2: 960 shares; 2025Q3: 1,353 shares; 2025Q4: 1,257 shares 1,257 $712K 0.09% -96 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: restricted; 2024Q4: 12,044 shares; 2025Q1: 12,159 shares; 2025Q2: 12,029 shares; 2025Q3: 12,029 shares; 2025Q4: 12,065 shares 12,065 $710K 0.09% +36 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: restricted; 2024Q4: 1,223 shares; 2025Q1: 1,817 shares; 2025Q2: 1,536 shares; 2025Q3: 2,048 shares; 2025Q4: 2,167 shares 2,167 $709K 0.09% +119 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: restricted; 2024Q4: 4,989 shares; 2025Q1: 9,189 shares; 2025Q2: 6,214 shares; 2025Q3: 8,277 shares; 2025Q4: 7,549 shares 7,549 $704K 0.09% -728 Timeline CRUS CIRRUS LOGIC INC More: the full row for CIRRUS LOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 803 shares; 2025Q1: 4,848 shares; 2025Q2: 5,360 shares; 2025Q3: 5,182 shares; 2025Q4: 5,913 shares 5,913 $701K 0.09% +731 Timeline BYD BOYD GAMING CORP More: the full row for BOYD GAMING CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,148 shares; 2025Q1: 6,902 shares; 2025Q2: 6,890 shares; 2025Q3: 7,495 shares; 2025Q4: 8,219 shares 8,219 $701K 0.09% +724 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 99 shares; 2025Q1: 545 shares; 2025Q2: 965 shares; 2025Q3: 1,147 shares; 2025Q4: 1,154 shares 1,154 $698K 0.09% +7 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 204 shares; 2025Q1: 190 shares; 2025Q2: 236 shares; 2025Q3: 530 shares; 2025Q4: 2,350 shares 2,350 $696K 0.09% +1,820 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: restricted; 2024Q4: 4,461 shares; 2025Q1: 6,155 shares; 2025Q2: 4,848 shares; 2025Q3: 5,112 shares; 2025Q4: 5,211 shares 5,211 $692K 0.09% +99 Timeline SMFG SUMITOMO MITSUI FIN GRP INC More: the full row for SUMITOMO MITSUI FIN GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,086 shares; 2025Q1: 32,827 shares; 2025Q2: 30,563 shares; 2025Q3: 31,219 shares; 2025Q4: 35,670 shares 35,670 $690K 0.09% +4,451 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: restricted; 2024Q4: 1,631 shares; 2025Q1: 3,587 shares; 2025Q2: 4,050 shares; 2025Q3: 4,361 shares; 2025Q4: 4,271 shares 4,271 $685K 0.09% -90 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,473 shares; 2025Q1: 2,895 shares; 2025Q2: 18,044 shares; 2025Q3: 18,546 shares; 2025Q4: 21,859 shares 21,859 $668K 0.08% +3,313 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: restricted; 2024Q4: 1,192 shares; 2025Q1: 1,842 shares; 2025Q2: 2,259 shares; 2025Q3: 2,767 shares; 2025Q4: 2,472 shares 2,472 $663K 0.08% -295 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: restricted; 2024Q4: 2,841 shares; 2025Q1: 22,668 shares; 2025Q2: 23,077 shares; 2025Q3: 22,276 shares; 2025Q4: 23,671 shares 23,671 $663K 0.08% +1,395 Timeline FIVE FIVE BELOW INC More: the full row for FIVE BELOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,727 shares; 2025Q2: 3,326 shares; 2025Q3: 3,472 shares; 2025Q4: 3,516 shares 3,516 $662K 0.08% +44 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: restricted; 2024Q4: 945 shares; 2025Q1: 9,737 shares; 2025Q2: 10,471 shares; 2025Q3: 10,237 shares; 2025Q4: 11,647 shares 11,647 $659K 0.08% +1,410 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: restricted; 2024Q4: 8,037 shares; 2025Q1: 12,110 shares; 2025Q2: 13,278 shares; 2025Q3: 17,760 shares; 2025Q4: 16,161 shares 16,161 $658K 0.08% -1,599 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 220 shares; 2025Q1: 3,644 shares; 2025Q2: 3,693 shares; 2025Q3: 3,757 shares; 2025Q4: 2,700 shares 2,700 $656K 0.08% -1,057 Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 351 shares; 2025Q1: 1,250 shares; 2025Q2: 1,468 shares; 2025Q3: 1,622 shares; 2025Q4: 1,832 shares 1,832 $648K 0.08% +210 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 900 shares; 2025Q1: 2,570 shares; 2025Q2: 2,803 shares; 2025Q3: 2,875 shares; 2025Q4: 2,854 shares 2,854 $646K 0.08% -21 Timeline IQLT 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: restricted; 2024Q4: 14,122 shares; 2025Q1: 14,122 shares; 2025Q2: 14,122 shares; 2025Q3: 14,122 shares; 2025Q4: 14,122 shares 14,122 $642K 0.08% 0 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: restricted; 2024Q4: 295 shares; 2025Q1: 282 shares; 2025Q2: 1,231 shares; 2025Q3: 789 shares; 2025Q4: 957 shares 957 $634K 0.08% +168 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: restricted; 2024Q4: 403 shares; 2025Q1: 588 shares; 2025Q2: 1,225 shares; 2025Q3: 1,248 shares; 2025Q4: 1,357 shares 1,357 $634K 0.08% +109 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: restricted; 2024Q4: 183 shares; 2025Q1: 2,567 shares; 2025Q2: 1,806 shares; 2025Q3: 5,264 shares; 2025Q4: 3,935 shares 3,935 $633K 0.08% -1,329 Timeline DB DEUTSCHE BK AG More: the full row for DEUTSCHE BK AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,545 shares; 2025Q1: 15,481 shares; 2025Q2: 15,665 shares; 2025Q3: 14,708 shares; 2025Q4: 16,312 shares 16,312 $629K 0.08% +1,604 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: restricted; 2024Q4: 474 shares; 2025Q1: 930 shares; 2025Q2: 2,176 shares; 2025Q3: 2,383 shares; 2025Q4: 2,406 shares 2,406 $618K 0.08% +23 Timeline VMI VALMONT INDS INC More: the full row for VALMONT INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 199 shares; 2025Q1: 1,310 shares; 2025Q2: 1,476 shares; 2025Q3: 1,458 shares; 2025Q4: 1,527 shares 1,527 $614K 0.08% +69 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: restricted; 2024Q4: 2,484 shares; 2025Q1: 4,243 shares; 2025Q2: 2,900 shares; 2025Q3: 2,897 shares; 2025Q4: 2,654 shares 2,654 $614K 0.08% -243 Timeline AVGE 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: restricted; 2024Q4: 3,749 shares; 2025Q1: 6,936 shares; 2025Q2: 6,660 shares; 2025Q3: 6,769 shares; 2025Q4: 7,144 shares 7,144 $614K 0.08% +375 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: restricted; 2024Q4: 994 shares; 2025Q1: 4,061 shares; 2025Q2: 9,548 shares; 2025Q3: 7,934 shares; 2025Q4: 7,686 shares 7,686 $610K 0.08% -248 Timeline BNS BANK NOVA SCOTIA B C More: the full row for BANK NOVA SCOTIA B C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 137 shares; 2025Q1: 7,792 shares; 2025Q2: 7,723 shares; 2025Q3: 7,350 shares; 2025Q4: 8,255 shares 8,255 $608K 0.08% +905 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: restricted; 2024Q4: 3,444 shares; 2025Q1: 6,617 shares; 2025Q2: 6,853 shares; 2025Q3: 5,488 shares; 2025Q4: 4,240 shares 4,240 $608K 0.08% -1,248 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 57 shares; 2025Q2: 95 shares; 2025Q3: 95 shares; 2025Q4: 1,099 shares 1,099 $607K 0.08% +1,004 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: restricted; 2024Q4: 636 shares; 2025Q1: 1,390 shares; 2025Q2: 1,814 shares; 2025Q3: 1,935 shares; 2025Q4: 1,905 shares 1,905 $607K 0.08% -30 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: restricted; 2024Q4: 3,178 shares; 2025Q1: 10,037 shares; 2025Q2: 4,332 shares; 2025Q3: 11,526 shares; 2025Q4: 12,915 shares 12,915 $604K 0.08% +1,389 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: restricted; 2024Q4: 578 shares; 2025Q1: 1,425 shares; 2025Q2: 1,596 shares; 2025Q3: 1,627 shares; 2025Q4: 2,298 shares 2,298 $603K 0.08% +671 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: restricted; 2024Q4: 3,668 shares; 2025Q1: 6,257 shares; 2025Q2: 5,366 shares; 2025Q3: 5,345 shares; 2025Q4: 5,280 shares 5,280 $601K 0.08% -65 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: restricted; 2024Q4: 472 shares; 2025Q1: 1,585 shares; 2025Q2: 1,587 shares; 2025Q3: 1,668 shares; 2025Q4: 2,044 shares 2,044 $600K 0.08% +376 Timeline EPR EPR PPTYS More: the full row for EPR PPTYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,554 shares; 2025Q1: 8,721 shares; 2025Q2: 8,983 shares; 2025Q3: 9,472 shares; 2025Q4: 12,008 shares 12,008 $599K 0.08% +2,536 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,345 shares; 2025Q1: 1,248 shares; 2025Q2: 4,746 shares; 2025Q3: 4,809 shares; 2025Q4: 5,353 shares 5,353 $599K 0.08% +544 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: restricted; 2024Q4: 3,699 shares; 2025Q1: 3,741 shares; 2025Q2: 3,708 shares; 2025Q3: 3,640 shares; 2025Q4: 3,886 shares 3,886 $597K 0.07% +246 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: restricted; 2024Q4: 440 shares; 2025Q1: 6,823 shares; 2025Q2: 6,600 shares; 2025Q3: 6,167 shares; 2025Q4: 7,446 shares 7,446 $596K 0.07% +1,279 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,630 shares; 2025Q1: 2,007 shares; 2025Q2: 3,810 shares; 2025Q3: 4,027 shares; 2025Q4: 4,365 shares 4,365 $590K 0.07% +338 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: restricted; 2024Q4: 751 shares; 2025Q1: 3,739 shares; 2025Q2: 3,398 shares; 2025Q3: 3,849 shares; 2025Q4: 4,320 shares 4,320 $586K 0.07% +471 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: restricted; 2024Q4: 1,252 shares; 2025Q1: 4,398 shares; 2025Q2: 5,018 shares; 2025Q3: 6,758 shares; 2025Q4: 7,118 shares 7,118 $582K 0.07% +360 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: restricted; 2024Q4: 498 shares; 2025Q1: 1,009 shares; 2025Q2: 757 shares; 2025Q3: 1,108 shares; 2025Q4: 1,001 shares 1,001 $580K 0.07% -107 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: restricted; 2024Q4: 668 shares; 2025Q1: 4,366 shares; 2025Q2: 3,718 shares; 2025Q3: 4,230 shares; 2025Q4: 4,646 shares 4,646 $580K 0.07% +416 Timeline KRC KILROY REALTY CORP More: the full row for KILROY REALTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,601 shares; 2025Q1: 7,461 shares; 2025Q2: 5,404 shares; 2025Q3: 13,821 shares; 2025Q4: 15,471 shares 15,471 $578K 0.07% +1,650 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: restricted; 2024Q4: 1,210 shares; 2025Q1: 1,229 shares; 2025Q2: 1,403 shares; 2025Q3: 1,451 shares; 2025Q4: 1,560 shares 1,560 $577K 0.07% +109 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: restricted; 2024Q4: 193 shares; 2025Q1: 6,269 shares; 2025Q2: 6,230 shares; 2025Q3: 6,627 shares; 2025Q4: 7,447 shares 7,447 $576K 0.07% +820 Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,346 shares; 2025Q1: 16,319 shares; 2025Q2: 20,924 shares; 2025Q3: 20,690 shares; 2025Q4: 22,600 shares 22,600 $575K 0.07% +1,910 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: restricted; 2024Q4: 15,384 shares; 2025Q1: 13,759 shares; 2025Q2: 12,925 shares; 2025Q3: 12,925 shares; 2025Q4: 11,925 shares 11,925 $561K 0.07% -1,000 Timeline YETI YETI HLDGS INC More: the full row for YETI HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,885 shares; 2025Q1: 12,922 shares; 2025Q2: 12,957 shares; 2025Q3: 13,311 shares; 2025Q4: 12,700 shares 12,700 $561K 0.07% -611 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: restricted; 2024Q4: 1,076 shares; 2025Q1: 1,036 shares; 2025Q2: 3,423 shares; 2025Q3: 4,852 shares; 2025Q4: 5,719 shares 5,719 $560K 0.07% +867 Timeline TXG 10X GENOMICS INC More: the full row for 10X GENOMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 282 shares; 2025Q1: 12,082 shares; 2025Q2: 28,419 shares; 2025Q3: 29,364 shares; 2025Q4: 34,278 shares 34,278 $559K 0.07% +4,914 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: restricted; 2024Q4: 648 shares; 2025Q1: 1,355 shares; 2025Q2: 1,448 shares; 2025Q3: 3,291 shares; 2025Q4: 3,034 shares 3,034 $559K 0.07% -257 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: restricted; 2024Q4: 88 shares; 2025Q1: 6,316 shares; 2025Q2: 10,589 shares; 2025Q3: 10,000 shares; 2025Q4: 11,342 shares 11,342 $556K 0.07% +1,342 Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 180 shares; 2025Q1: 607 shares; 2025Q2: 1,316 shares; 2025Q3: 1,377 shares; 2025Q4: 1,312 shares 1,312 $551K 0.07% -65 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: restricted; 2024Q4: 6,552 shares; 2025Q1: 6,448 shares; 2025Q2: 6,299 shares; 2025Q3: 6,145 shares; 2025Q4: 6,145 shares 6,145 $550K 0.07% 0 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,532 shares; 2025Q1: 4,154 shares; 2025Q2: 4,704 shares; 2025Q3: 5,137 shares; 2025Q4: 5,482 shares 5,482 $548K 0.07% +345 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: restricted; 2024Q4: 1,052 shares; 2025Q1: 1,052 shares; 2025Q2: 1,102 shares; 2025Q3: 1,714 shares; 2025Q4: 1,797 shares 1,797 $546K 0.07% +83 Timeline TAK TAKEDA PHARMACEUTICAL CO LTD More: the full row for TAKEDA PHARMACEUTICAL CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,964 shares; 2025Q1: 25,130 shares; 2025Q2: 24,996 shares; 2025Q3: 27,070 shares; 2025Q4: 34,983 shares 34,983 $545K 0.07% +7,913 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: restricted; 2024Q4: 8,740 shares; 2025Q1: 17,211 shares; 2025Q2: 19,373 shares; 2025Q3: 29,005 shares; 2025Q4: 21,903 shares 21,903 $544K 0.07% -7,102 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: restricted; 2024Q4: 1,058 shares; 2025Q1: 2,872 shares; 2025Q2: 4,176 shares; 2025Q3: 4,235 shares; 2025Q4: 4,417 shares 4,417 $542K 0.07% +182 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,581 shares; 2025Q1: 7,146 shares; 2025Q2: 7,357 shares; 2025Q3: 9,305 shares; 2025Q4: 12,205 shares 12,205 $541K 0.07% +2,900 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: restricted; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 4,387 shares; 2025Q3: 4,387 shares; 2025Q4: 4,387 shares 4,387 $541K 0.07% 0 Timeline SPTL 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: restricted; 2024Q4: 14,460 shares; 2025Q1: 18,212 shares; 2025Q2: 19,300 shares; 2025Q3: 21,476 shares; 2025Q4: 20,280 shares 20,280 $537K 0.07% -1,196 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: restricted; 2024Q4: 446 shares; 2025Q1: 1,753 shares; 2025Q2: 2,325 shares; 2025Q3: 2,457 shares; 2025Q4: 4,787 shares 4,787 $528K 0.07% +2,330 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: restricted; 2024Q4: 642 shares; 2025Q1: 1,032 shares; 2025Q2: 1,163 shares; 2025Q3: 2,609 shares; 2025Q4: 1,768 shares 1,768 $524K 0.07% -841 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: restricted; 2024Q4: 1,327 shares; 2025Q1: 1,459 shares; 2025Q2: 5,413 shares; 2025Q3: 5,595 shares; 2025Q4: 6,274 shares 6,274 $523K 0.07% +679 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 236 shares; 2025Q1: 6,484 shares; 2025Q2: 6,745 shares; 2025Q3: 6,878 shares; 2025Q4: 8,159 shares 8,159 $523K 0.07% +1,281 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: restricted; 2024Q4: 855 shares; 2025Q1: 5,801 shares; 2025Q2: 5,706 shares; 2025Q3: 5,663 shares; 2025Q4: 6,831 shares 6,831 $515K 0.06% +1,168 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: restricted; 2024Q4: 5,583 shares; 2025Q1: 6,693 shares; 2025Q2: 7,915 shares; 2025Q3: 12,255 shares; 2025Q4: 13,804 shares 13,804 $509K 0.06% +1,549 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,138 shares; 2025Q1: 1,439 shares; 2025Q2: 1,560 shares; 2025Q3: 2,151 shares; 2025Q4: 1,570 shares 1,570 $509K 0.06% -581 Timeline IX ORIX CORP More: the full row for ORIX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 171 shares; 2025Q1: 15,799 shares; 2025Q2: 16,733 shares; 2025Q3: 15,217 shares; 2025Q4: 17,387 shares 17,387 $508K 0.06% +2,170 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: restricted; 2024Q4: 2,314 shares; 2025Q1: 5,435 shares; 2025Q2: 3,698 shares; 2025Q3: 6,495 shares; 2025Q4: 5,327 shares 5,327 $508K 0.06% -1,168 Timeline FTS FORTIS INC More: the full row for FORTIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,006 shares; 2025Q1: 6,771 shares; 2025Q2: 8,092 shares; 2025Q3: 8,407 shares; 2025Q4: 9,730 shares 9,730 $505K 0.06% +1,323 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: restricted; 2024Q4: 109 shares; 2025Q1: 395 shares; 2025Q2: 482 shares; 2025Q3: 545 shares; 2025Q4: 556 shares 556 $504K 0.06% +11 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: restricted; 2024Q4: 2,209 shares; 2025Q1: 2,209 shares; 2025Q2: 2,263 shares; 2025Q3: 2,263 shares; 2025Q4: 2,449 shares 2,449 $503K 0.06% +186 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 996 shares; 2025Q1: 9,388 shares; 2025Q2: 8,174 shares; 2025Q3: 7,039 shares; 2025Q4: 9,884 shares 9,884 $503K 0.06% +2,845 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: restricted; 2024Q4: 1,121 shares; 2025Q1: 1,515 shares; 2025Q2: 1,242 shares; 2025Q3: 1,034 shares; 2025Q4: 1,425 shares 1,425 $501K 0.06% +391 Timeline QRVO QORVO INC More: the full row for QORVO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 605 shares; 2025Q1: 4,690 shares; 2025Q2: 3,962 shares; 2025Q3: 4,139 shares; 2025Q4: 5,883 shares 5,883 $497K 0.06% +1,744 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 322 shares; 2025Q1: 365 shares; 2025Q2: 682 shares; 2025Q3: 701 shares; 2025Q4: 737 shares 737 $497K 0.06% +36 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: restricted; 2024Q4: 1,116 shares; 2025Q1: 10,387 shares; 2025Q2: 9,179 shares; 2025Q3: 11,398 shares; 2025Q4: 10,058 shares 10,058 $487K 0.06% -1,340 Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,035 shares; 2025Q1: 4,606 shares; 2025Q2: 3,789 shares; 2025Q3: 3,439 shares; 2025Q4: 7,098 shares 7,098 $486K 0.06% +3,659 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,577 shares; 2025Q1: 11,437 shares; 2025Q2: 11,562 shares; 2025Q3: 12,064 shares; 2025Q4: 8,215 shares 8,215 $482K 0.06% -3,849 Timeline TNL TRAVEL PLUS LEISURE CO More: the full row for TRAVEL PLUS LEISURE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 637 shares; 2025Q1: 6,019 shares; 2025Q2: 5,542 shares; 2025Q3: 6,338 shares; 2025Q4: 6,813 shares 6,813 $481K 0.06% +475 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 39,624 shares; 2025Q4: 65,283 shares 65,283 $478K 0.06% +25,659 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: restricted; 2024Q4: 337 shares; 2025Q1: 592 shares; 2025Q2: 598 shares; 2025Q3: 577 shares; 2025Q4: 580 shares 580 $476K 0.06% +3 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,543 shares; 2025Q1: 2,702 shares; 2025Q2: 2,826 shares; 2025Q3: 2,914 shares; 2025Q4: 2,968 shares 2,968 $473K 0.06% +54 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 131 shares; 2025Q1: 559 shares; 2025Q2: 586 shares; 2025Q3: 748 shares; 2025Q4: 848 shares 848 $467K 0.06% +100 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 328 shares; 2025Q1: 2,918 shares; 2025Q2: 1,874 shares; 2025Q3: 1,936 shares; 2025Q4: 2,611 shares 2,611 $466K 0.06% +675 Timeline FER FERROVIAL NV More: the full row for FERROVIAL NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 85 shares; 2025Q1: 6,872 shares; 2025Q2: 6,594 shares; 2025Q3: 6,651 shares; 2025Q4: 7,164 shares 7,164 $465K 0.06% +513 Timeline PUK PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 14,446 shares; 2025Q2: 14,271 shares; 2025Q3: 14,303 shares; 2025Q4: 14,939 shares 14,939 $465K 0.06% +636 Timeline E ENI SPA More: the full row for ENI SPA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 43 shares; 2025Q1: 10,253 shares; 2025Q2: 11,046 shares; 2025Q3: 10,910 shares; 2025Q4: 12,251 shares 12,251 $465K 0.06% +1,341 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 212 shares; 2025Q1: 1,020 shares; 2025Q2: 1,861 shares; 2025Q3: 1,962 shares; 2025Q4: 2,030 shares 2,030 $462K 0.06% +68 Timeline UHS UNIVERSAL HLTH SVCS INC More: the full row for UNIVERSAL HLTH SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 409 shares; 2025Q1: 2,153 shares; 2025Q2: 736 shares; 2025Q3: 1,469 shares; 2025Q4: 2,108 shares 2,108 $460K 0.06% +639 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: restricted; 2024Q4: 1,495 shares; 2025Q1: 1,653 shares; 2025Q2: 1,650 shares; 2025Q3: 1,654 shares; 2025Q4: 1,783 shares 1,783 $459K 0.06% +129 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,455 shares; 2025Q1: 2,446 shares; 2025Q2: 2,376 shares; 2025Q3: 2,381 shares; 2025Q4: 2,155 shares 2,155 $456K 0.06% -226 Timeline CM CANADIAN IMPERIAL BANK OF CO More: the full row for CANADIAN IMPERIAL BANK OF CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 725 shares; 2025Q1: 5,131 shares; 2025Q2: 4,096 shares; 2025Q3: 4,397 shares; 2025Q4: 5,016 shares 5,016 $454K 0.06% +619 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 413 shares; 2025Q1: 4,045 shares; 2025Q2: 2,124 shares; 2025Q3: 3,062 shares; 2025Q4: 2,628 shares 2,628 $453K 0.06% -434 Timeline QIAGEN N.V. QIAGEN N.V. More: the full row for QIAGEN N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 5,312 shares; 2025Q2: 7,899 shares; 2025Q3: 8,369 shares; 2025Q4: 9,859 shares 9,859 $450K 0.06% +1,490 NWG NATWEST GROUP PLC More: the full row for NATWEST GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 22,930 shares; 2025Q2: 24,499 shares; 2025Q3: 23,358 shares; 2025Q4: 25,622 shares 25,622 $448K 0.06% +2,264 Timeline NMR NOMURA HLDGS INC More: the full row for NOMURA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 47,240 shares; 2025Q2: 52,973 shares; 2025Q3: 49,544 shares; 2025Q4: 53,413 shares 53,413 $448K 0.06% +3,869 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: restricted; 2024Q4: 454 shares; 2025Q1: 2,213 shares; 2025Q2: 4,312 shares; 2025Q3: 4,535 shares; 2025Q4: 5,049 shares 5,049 $448K 0.06% +514 Timeline STEL STELLAR BANCORP INC More: the full row for STELLAR BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,446 shares; 2025Q1: 14,506 shares; 2025Q2: 14,446 shares; 2025Q3: 14,446 shares; 2025Q4: 14,446 shares 14,446 $447K 0.06% 0 Timeline IWV 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: restricted; 2024Q4: 822 shares; 2025Q1: 983 shares; 2025Q2: 985 shares; 2025Q3: 988 shares; 2025Q4: 1,137 shares 1,137 $440K 0.06% +149 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: restricted; 2024Q4: 763 shares; 2025Q1: 145 shares; 2025Q2: 7,192 shares; 2025Q3: 7,563 shares; 2025Q4: 7,332 shares 7,332 $431K 0.05% -231 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: restricted; 2024Q4: 53 shares; 2025Q1: 2,919 shares; 2025Q2: 2,981 shares; 2025Q3: 2,963 shares; 2025Q4: 3,286 shares 3,286 $426K 0.05% +323 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 459 shares; 2025Q1: 1,676 shares; 2025Q2: 1,629 shares; 2025Q3: 1,729 shares; 2025Q4: 1,766 shares 1,766 $425K 0.05% +37 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: restricted; 2024Q4: 348 shares; 2025Q1: 3,086 shares; 2025Q2: 5,015 shares; 2025Q3: 5,994 shares; 2025Q4: 8,836 shares 8,836 $423K 0.05% +2,842 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20,871 shares; 2025Q1: 19,546 shares; 2025Q2: 19,517 shares; 2025Q3: 18,385 shares; 2025Q4: 17,968 shares 17,968 $420K 0.05% -417 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 221 shares; 2025Q1: 313 shares; 2025Q2: 4,185 shares; 2025Q3: 3,991 shares; 2025Q4: 4,593 shares 4,593 $419K 0.05% +602 Timeline SWKS SKYWORKS SOLUTIONS INC More: the full row for SKYWORKS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 647 shares; 2025Q1: 2,679 shares; 2025Q2: 5,646 shares; 2025Q3: 6,930 shares; 2025Q4: 6,574 shares 6,574 $417K 0.05% -356 Timeline MT ARCELORMITTAL SA LUXEMBOURG More: the full row for ARCELORMITTAL SA LUXEMBOURG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 7,595 shares; 2025Q2: 9,405 shares; 2025Q3: 8,630 shares; 2025Q4: 9,114 shares 9,114 $415K 0.05% +484 Timeline DBX DROPBOX INC More: the full row for DROPBOX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,116 shares; 2025Q1: 4,424 shares; 2025Q2: 15,505 shares; 2025Q3: 12,657 shares; 2025Q4: 14,916 shares 14,916 $415K 0.05% +2,259 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: restricted; 2024Q4: 1,203 shares; 2025Q1: 1,064 shares; 2025Q2: 1,340 shares; 2025Q3: 1,455 shares; 2025Q4: 1,528 shares 1,528 $414K 0.05% +73 Timeline IFF INTERNATIONAL FLAVORS&FRAGRA More: the full row for INTERNATIONAL FLAVORS&FRAGRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,041 shares; 2025Q1: 4,191 shares; 2025Q2: 1,169 shares; 2025Q3: 848 shares; 2025Q4: 6,137 shares 6,137 $414K 0.05% +5,289 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: restricted; 2024Q4: 281 shares; 2025Q1: 1,314 shares; 2025Q2: 3,278 shares; 2025Q3: 2,013 shares; 2025Q4: 2,124 shares 2,124 $413K 0.05% +111 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 241 shares; 2025Q1: 1,322 shares; 2025Q2: 620 shares; 2025Q3: 582 shares; 2025Q4: 1,196 shares 1,196 $412K 0.05% +614 Timeline ZBRA ZEBRA TECHNOLOGIES CORPORATI More: the full row for ZEBRA TECHNOLOGIES CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 189 shares; 2025Q1: 174 shares; 2025Q2: 1,949 shares; 2025Q3: 1,964 shares; 2025Q4: 1,677 shares 1,677 $407K 0.05% -287 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: restricted; 2024Q4: 6,799 shares; 2025Q1: 19,446 shares; 2025Q2: 11,222 shares; 2025Q3: 31,389 shares; 2025Q4: 16,295 shares 16,295 $406K 0.05% -15,094 Timeline RYAAY RYANAIR HOLDINGS PLC More: the full row for RYANAIR HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,410 shares; 2025Q3: 4,734 shares; 2025Q4: 5,556 shares 5,556 $401K 0.05% +822 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: restricted; 2024Q4: 4,144 shares; 2025Q1: 4,144 shares; 2025Q2: 4,144 shares; 2025Q3: 4,144 shares; 2025Q4: 4,144 shares 4,144 $399K 0.05% 0 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: restricted; 2024Q4: 644 shares; 2025Q1: 1,592 shares; 2025Q2: 1,413 shares; 2025Q3: 1,383 shares; 2025Q4: 934 shares 934 $398K 0.05% -449 Timeline DFAS 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: restricted; 2024Q4: 5,704 shares; 2025Q1: 5,704 shares; 2025Q2: 5,704 shares; 2025Q3: 5,704 shares; 2025Q4: 5,704 shares 5,704 $397K 0.05% 0 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 161 shares; 2025Q1: 268 shares; 2025Q2: 542 shares; 2025Q3: 964 shares; 2025Q4: 2,580 shares 2,580 $395K 0.05% +1,616 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: restricted; 2024Q4: 4,848 shares; 2025Q1: 5,746 shares; 2025Q2: 5,718 shares; 2025Q3: 5,567 shares; 2025Q4: 5,326 shares 5,326 $394K 0.05% -241 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: restricted; 2024Q4: 2,586 shares; 2025Q1: 2,626 shares; 2025Q2: 2,553 shares; 2025Q3: 2,614 shares; 2025Q4: 2,557 shares 2,557 $394K 0.05% -57 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: restricted; 2024Q4: 156 shares; 2025Q1: 1,283 shares; 2025Q2: 1,215 shares; 2025Q3: 1,949 shares; 2025Q4: 2,793 shares 2,793 $393K 0.05% +844 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: restricted; 2024Q4: 5,516 shares; 2025Q1: 5,516 shares; 2025Q2: 5,518 shares; 2025Q3: 4,703 shares; 2025Q4: 4,704 shares 4,704 $393K 0.05% +1 Timeline DT DYNATRACE INC More: the full row for DYNATRACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,933 shares; 2025Q1: 7,903 shares; 2025Q2: 7,854 shares; 2025Q3: 4,377 shares; 2025Q4: 9,044 shares 9,044 $392K 0.05% +4,667 Timeline ESS ESSEX PPTY TR INC More: the full row for ESSEX PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 509 shares; 2025Q1: 1,610 shares; 2025Q2: 1,867 shares; 2025Q3: 587 shares; 2025Q4: 1,496 shares 1,496 $391K 0.05% +909 Timeline BLD TOPBUILD COR More: the full row for TOPBUILD COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 94 shares; 2025Q1: 810 shares; 2025Q2: 853 shares; 2025Q3: 934 shares; 2025Q4: 934 shares 934 $390K 0.05% 0 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,941 shares; 2025Q1: 5,064 shares; 2025Q2: 5,653 shares; 2025Q3: 6,054 shares; 2025Q4: 6,752 shares 6,752 $389K 0.05% +698 Timeline PCTY PAYLOCITY HLDG CORP More: the full row for PAYLOCITY HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 399 shares; 2025Q1: 2,057 shares; 2025Q2: 1,466 shares; 2025Q3: 1,591 shares; 2025Q4: 2,545 shares 2,545 $388K 0.05% +954 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: restricted; 2024Q4: 17 shares; 2025Q1: 2,430 shares; 2025Q2: 2,540 shares; 2025Q3: 2,781 shares; 2025Q4: 2,696 shares 2,696 $388K 0.05% -85 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,544 shares; 2025Q1: 5,097 shares; 2025Q2: 6,944 shares; 2025Q3: 7,596 shares; 2025Q4: 6,063 shares 6,063 $385K 0.05% -1,533 Timeline EMA EMERA INC More: the full row for EMERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,914 shares; 2025Q4: 7,778 shares 7,778 $384K 0.05% +1,864 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: restricted; 2024Q4: 460 shares; 2025Q1: 468 shares; 2025Q2: 653 shares; 2025Q3: 618 shares; 2025Q4: 625 shares 625 $384K 0.05% +7 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 931 shares; 2025Q1: 1,837 shares; 2025Q2: 1,893 shares; 2025Q3: 1,792 shares; 2025Q4: 1,797 shares 1,797 $384K 0.05% +5 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: restricted; 2024Q4: 4,358 shares; 2025Q1: 4,091 shares; 2025Q2: 4,192 shares; 2025Q3: 4,700 shares; 2025Q4: 4,775 shares 4,775 $383K 0.05% +75 Timeline PODD INSULET CORP More: the full row for INSULET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 305 shares; 2025Q1: 279 shares; 2025Q2: 813 shares; 2025Q3: 1,070 shares; 2025Q4: 1,337 shares 1,337 $380K 0.05% +267 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: restricted; 2024Q4: 686 shares; 2025Q1: 10,172 shares; 2025Q2: 10,297 shares; 2025Q3: 7,094 shares; 2025Q4: 9,318 shares 9,318 $377K 0.05% +2,224 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: restricted; 2024Q4: 123 shares; 2025Q1: 123 shares; 2025Q2: 1,775 shares; 2025Q3: 1,775 shares; 2025Q4: 1,775 shares 1,775 $376K 0.05% 0 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: restricted; 2024Q4: not reported; 2025Q1: 1,898 shares; 2025Q2: 1,984 shares; 2025Q3: 2,113 shares; 2025Q4: 2,066 shares 2,066 $376K 0.05% -47 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: restricted; 2024Q4: 1,166 shares; 2025Q1: 1,140 shares; 2025Q2: 2,183 shares; 2025Q3: 2,281 shares; 2025Q4: 2,641 shares 2,641 $376K 0.05% +360 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 469 shares; 2025Q1: 1,872 shares; 2025Q2: 1,937 shares; 2025Q3: 1,821 shares; 2025Q4: 1,836 shares 1,836 $375K 0.05% +15 Timeline HMC HONDA MOTOR CO LTD More: the full row for HONDA MOTOR CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 107 shares; 2025Q1: 11,702 shares; 2025Q2: 12,107 shares; 2025Q3: 12,001 shares; 2025Q4: 12,677 shares 12,677 $374K 0.05% +676 Timeline SCHB 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: restricted; 2024Q4: 14,004 shares; 2025Q1: 14,046 shares; 2025Q2: 14,087 shares; 2025Q3: 14,128 shares; 2025Q4: 14,172 shares 14,172 $372K 0.05% +44 Timeline SBAC SBA COMMUNICATIONS CORP More: the full row for SBA COMMUNICATIONS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 360 shares; 2025Q1: 1,621 shares; 2025Q2: 1,691 shares; 2025Q3: 1,761 shares; 2025Q4: 1,919 shares 1,919 $371K 0.05% +158 Timeline ETSY ETSY INC More: the full row for ETSY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 825 shares; 2025Q1: 9,622 shares; 2025Q2: 7,277 shares; 2025Q3: 7,525 shares; 2025Q4: 6,677 shares 6,677 $370K 0.05% -848 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,013 shares; 2025Q1: 3,209 shares; 2025Q2: 2,536 shares; 2025Q3: 2,445 shares; 2025Q4: 2,476 shares 2,476 $369K 0.05% +31 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 368 shares; 2025Q1: 2,341 shares; 2025Q2: 2,342 shares; 2025Q3: 2,439 shares; 2025Q4: 2,702 shares 2,702 $368K 0.05% +263 Timeline JAZZ JAZZ PHARMACEUTICALS PLC More: the full row for JAZZ PHARMACEUTICALS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 967 shares; 2025Q1: 1,058 shares; 2025Q2: 1,137 shares; 2025Q3: 1,130 shares; 2025Q4: 2,158 shares 2,158 $367K 0.05% +1,028 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 251 shares; 2025Q1: 246 shares; 2025Q2: 243 shares; 2025Q3: 1,221 shares; 2025Q4: 2,113 shares 2,113 $367K 0.05% +892 Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 366 shares; 2025Q1: 621 shares; 2025Q2: 887 shares; 2025Q3: 933 shares; 2025Q4: 1,133 shares 1,133 $367K 0.05% +200 Timeline GEN GEN DIGITAL INC More: the full row for GEN DIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,129 shares; 2025Q1: 15,015 shares; 2025Q2: 15,074 shares; 2025Q3: 15,624 shares; 2025Q4: 13,417 shares 13,417 $365K 0.05% -2,207 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,227 shares; 2025Q1: 7,405 shares; 2025Q2: 5,335 shares; 2025Q3: 9,215 shares; 2025Q4: 6,223 shares 6,223 $365K 0.05% -2,992 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: restricted; 2024Q4: 575 shares; 2025Q1: 1,490 shares; 2025Q2: 1,800 shares; 2025Q3: 1,975 shares; 2025Q4: 1,481 shares 1,481 $365K 0.05% -494 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,685 shares; 2025Q1: 4,652 shares; 2025Q2: 4,597 shares; 2025Q3: 4,821 shares; 2025Q4: 6,238 shares 6,238 $364K 0.05% +1,417 Timeline IHDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,816 shares; 2025Q4: 7,485 shares 7,485 $364K 0.05% -331 Timeline TRU TRANSUNION More: the full row for TRANSUNION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 428 shares; 2025Q1: 1,185 shares; 2025Q2: 206 shares; 2025Q3: 660 shares; 2025Q4: 4,246 shares 4,246 $364K 0.05% +3,586 Timeline PI IMPINJ INC More: the full row for IMPINJ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,087 shares; 2025Q1: 2,237 shares; 2025Q2: 2,091 shares; 2025Q3: 2,091 shares; 2025Q4: 2,091 shares 2,091 $364K 0.05% 0 Timeline WDS WOODSIDE ENERGY GROUP LTD More: the full row for WOODSIDE ENERGY GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 559 shares; 2025Q1: 20,025 shares; 2025Q2: 21,877 shares; 2025Q3: 20,789 shares; 2025Q4: 23,322 shares 23,322 $364K 0.05% +2,533 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: restricted; 2024Q4: 225 shares; 2025Q1: 3,800 shares; 2025Q2: 4,353 shares; 2025Q3: 886 shares; 2025Q4: 4,545 shares 4,545 $363K 0.05% +3,659 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: restricted; 2024Q4: 6,511 shares; 2025Q1: 8,863 shares; 2025Q2: 8,940 shares; 2025Q3: 14,227 shares; 2025Q4: 13,014 shares 13,014 $358K 0.04% -1,213 Timeline GTES GATES INDL CORP PLC More: the full row for GATES INDL CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,494 shares; 2025Q1: 9,853 shares; 2025Q2: 13,039 shares; 2025Q3: 13,814 shares; 2025Q4: 16,638 shares 16,638 $357K 0.04% +2,824 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: restricted; 2024Q4: 1,042 shares; 2025Q1: 3,484 shares; 2025Q2: 5,698 shares; 2025Q3: 6,930 shares; 2025Q4: 7,026 shares 7,026 $357K 0.04% +96 Timeline CRL CHARLES RIV LABS INTL INC More: the full row for CHARLES RIV LABS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 164 shares; 2025Q1: 2,336 shares; 2025Q2: 1,855 shares; 2025Q3: 1,808 shares; 2025Q4: 1,787 shares 1,787 $356K 0.04% -21 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 376 shares; 2025Q1: 394 shares; 2025Q2: 392 shares; 2025Q3: 904 shares; 2025Q4: 1,639 shares 1,639 $356K 0.04% +735 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: restricted; 2024Q4: 4 shares; 2025Q1: 154 shares; 2025Q2: 155 shares; 2025Q3: 159 shares; 2025Q4: 176 shares 176 $355K 0.04% +17 Timeline DLTR DOLLAR TREE INC More: the full row for DOLLAR TREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 404 shares; 2025Q1: 1,741 shares; 2025Q2: 2,761 shares; 2025Q3: 2,867 shares; 2025Q4: 2,879 shares 2,879 $354K 0.04% +12 Timeline AEG AEGON LTD More: the full row for AEGON LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 229 shares; 2025Q1: 40,309 shares; 2025Q2: 40,185 shares; 2025Q3: 41,715 shares; 2025Q4: 45,723 shares 45,723 $353K 0.04% +4,008 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 604 shares; 2025Q1: 2,593 shares; 2025Q2: 1,063 shares; 2025Q3: 2,041 shares; 2025Q4: 5,077 shares 5,077 $352K 0.04% +3,036 Timeline ESLT ELBIT SYS LTD More: the full row for ELBIT SYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 36 shares; 2025Q1: 597 shares; 2025Q2: 582 shares; 2025Q3: 597 shares; 2025Q4: 611 shares 611 $352K 0.04% +14 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: restricted; 2024Q4: 613 shares; 2025Q1: 2,025 shares; 2025Q2: 2,140 shares; 2025Q3: 2,188 shares; 2025Q4: 2,182 shares 2,182 $347K 0.04% -6 Timeline AZTA AZENTA INC More: the full row for AZENTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 216 shares; 2025Q1: 2,195 shares; 2025Q2: 11,988 shares; 2025Q3: 11,066 shares; 2025Q4: 10,389 shares 10,389 $346K 0.04% -677 Timeline OZK BANK OZK LITTLE ROCK ARK More: the full row for BANK OZK LITTLE ROCK ARK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 810 shares; 2025Q1: 2,242 shares; 2025Q2: 6,220 shares; 2025Q3: 6,594 shares; 2025Q4: 7,505 shares 7,505 $345K 0.04% +911 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: restricted; 2024Q4: 1,143 shares; 2025Q1: 2,482 shares; 2025Q2: 1,304 shares; 2025Q3: 3,035 shares; 2025Q4: 3,819 shares 3,819 $343K 0.04% +784 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: restricted; 2024Q4: 5,606 shares; 2025Q1: 5,615 shares; 2025Q2: 4,604 shares; 2025Q3: 4,614 shares; 2025Q4: 4,623 shares 4,623 $343K 0.04% +9 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,125 shares; 2025Q1: 5,297 shares; 2025Q2: 3,904 shares; 2025Q3: 4,030 shares; 2025Q4: 4,149 shares 4,149 $340K 0.04% +119 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: restricted; 2024Q4: 533 shares; 2025Q1: 994 shares; 2025Q2: 986 shares; 2025Q3: 1,012 shares; 2025Q4: 648 shares 648 $339K 0.04% -364 Timeline AGCO AGCO CORP More: the full row for AGCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,663 shares; 2025Q2: 210 shares; 2025Q3: 298 shares; 2025Q4: 3,212 shares 3,212 $335K 0.04% +2,914 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: restricted; 2024Q4: 3,583 shares; 2025Q1: 4,693 shares; 2025Q2: 3,661 shares; 2025Q3: 4,041 shares; 2025Q4: 3,372 shares 3,372 $334K 0.04% -669 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: restricted; 2024Q4: 606 shares; 2025Q1: 924 shares; 2025Q2: 830 shares; 2025Q3: 875 shares; 2025Q4: 858 shares 858 $334K 0.04% -17 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: restricted; 2024Q4: 1,262 shares; 2025Q1: 2,522 shares; 2025Q2: 2,710 shares; 2025Q3: 4,929 shares; 2025Q4: 3,818 shares 3,818 $333K 0.04% -1,111 Timeline EMQQ EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,961 shares; 2025Q1: 7,961 shares; 2025Q2: 7,961 shares; 2025Q3: 7,961 shares; 2025Q4: 8,207 shares 8,207 $331K 0.04% +246 Timeline GMAB GENMAB A/S More: the full row for GENMAB A/S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 722 shares; 2025Q1: 8,724 shares; 2025Q2: 10,567 shares; 2025Q3: 10,868 shares; 2025Q4: 10,655 shares 10,655 $328K 0.04% -213 Timeline ST SENSATA TECHNOLOGIES HLDG PL More: the full row for SENSATA TECHNOLOGIES HLDG PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 676 shares; 2025Q1: 15,229 shares; 2025Q2: 8,848 shares; 2025Q3: 8,932 shares; 2025Q4: 9,720 shares 9,720 $324K 0.04% +788 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 357 shares; 2025Q1: 1,141 shares; 2025Q2: 1,543 shares; 2025Q3: 1,459 shares; 2025Q4: 1,589 shares 1,589 $323K 0.04% +130 Timeline HOLX HOLOGIC INC More: the full row for HOLOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 70 shares; 2025Q1: 1,375 shares; 2025Q2: 573 shares; 2025Q3: 956 shares; 2025Q4: 4,332 shares 4,332 $323K 0.04% +3,376 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 94 shares; 2025Q1: 2,016 shares; 2025Q2: 2,101 shares; 2025Q3: 772 shares; 2025Q4: 3,255 shares 3,255 $322K 0.04% +2,483 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: restricted; 2024Q4: 2,700 shares; 2025Q1: 2,700 shares; 2025Q2: 4,410 shares; 2025Q3: 4,868 shares; 2025Q4: 4,868 shares 4,868 $321K 0.04% 0 Timeline VOD VODAFONE GROUP PLC More: the full row for VODAFONE GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,062 shares; 2025Q1: 18,930 shares; 2025Q2: 21,501 shares; 2025Q3: 22,318 shares; 2025Q4: 24,189 shares 24,189 $320K 0.04% +1,871 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 628 shares; 2025Q1: 4,128 shares; 2025Q2: 4,976 shares; 2025Q3: 5,204 shares; 2025Q4: 7,924 shares 7,924 $319K 0.04% +2,720 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: restricted; 2024Q4: 684 shares; 2025Q1: 2,433 shares; 2025Q2: 1,587 shares; 2025Q3: 1,988 shares; 2025Q4: 2,329 shares 2,329 $318K 0.04% +341 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 471 shares; 2025Q1: 1,220 shares; 2025Q2: 1,789 shares; 2025Q3: 1,807 shares; 2025Q4: 1,763 shares 1,763 $318K 0.04% -44 Timeline CGNX COGNEX CORP More: the full row for COGNEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 182 shares; 2025Q1: not reported; 2025Q2: 217 shares; 2025Q3: 2,264 shares; 2025Q4: 8,826 shares 8,826 $318K 0.04% +6,562 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 595 shares; 2025Q1: 1,752 shares; 2025Q2: 2,116 shares; 2025Q3: 1,875 shares; 2025Q4: 3,181 shares 3,181 $316K 0.04% +1,306 Timeline ZION ZIONS BANCORPORATION NATL AS More: the full row for ZIONS BANCORPORATION NATL AS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,941 shares; 2025Q1: 4,804 shares; 2025Q2: 4,536 shares; 2025Q3: 4,835 shares; 2025Q4: 5,393 shares 5,393 $316K 0.04% +558 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: restricted; 2024Q4: 716 shares; 2025Q1: 2,450 shares; 2025Q2: 2,598 shares; 2025Q3: 920 shares; 2025Q4: 2,867 shares 2,867 $316K 0.04% +1,947 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 330 shares; 2025Q1: 627 shares; 2025Q2: 674 shares; 2025Q3: 218 shares; 2025Q4: 696 shares 696 $316K 0.04% +478 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: restricted; 2024Q4: 1,336 shares; 2025Q1: 2,008 shares; 2025Q2: 2,080 shares; 2025Q3: 3,953 shares; 2025Q4: 2,443 shares 2,443 $315K 0.04% -1,510 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 86 shares; 2025Q1: 1,884 shares; 2025Q2: 2,393 shares; 2025Q3: 274 shares; 2025Q4: 1,732 shares 1,732 $315K 0.04% +1,458 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: restricted; 2024Q4: 730 shares; 2025Q1: 2,903 shares; 2025Q2: 1,867 shares; 2025Q3: 2,173 shares; 2025Q4: 2,440 shares 2,440 $315K 0.04% +267 Timeline ERIC TELEFONAKTIEBOLAGET LM ERICS More: the full row for TELEFONAKTIEBOLAGET LM ERICS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,556 shares; 2025Q1: 35,606 shares; 2025Q2: 38,596 shares; 2025Q3: 32,786 shares; 2025Q4: 32,610 shares 32,610 $315K 0.04% -176 Timeline AFRM AFFIRM HLDGS INC More: the full row for AFFIRM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,405 shares; 2025Q1: 4,074 shares; 2025Q2: 4,232 shares; 2025Q3: 4,236 shares; 2025Q4: 4,211 shares 4,211 $313K 0.04% -25 Timeline PHG KONINKLIJKE PHILIPS N V More: the full row for KONINKLIJKE PHILIPS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 493 shares; 2025Q1: 7,655 shares; 2025Q2: 6,212 shares; 2025Q3: 10,299 shares; 2025Q4: 11,568 shares 11,568 $313K 0.04% +1,269 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: restricted; 2024Q4: 314 shares; 2025Q1: 347 shares; 2025Q2: 748 shares; 2025Q3: 804 shares; 2025Q4: 881 shares 881 $311K 0.04% +77 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 183 shares; 2025Q1: 407 shares; 2025Q2: 404 shares; 2025Q3: 385 shares; 2025Q4: 1,487 shares 1,487 $309K 0.04% +1,102 Timeline AMRZ AMRIZE LTD More: the full row for AMRIZE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,841 shares; 2025Q4: 5,676 shares 5,676 $307K 0.04% -165 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 241 shares; 2025Q1: not reported; 2025Q2: 1,253 shares; 2025Q3: 1,364 shares; 2025Q4: 2,337 shares 2,337 $307K 0.04% +973 Timeline GIB CGI INC More: the full row for CGI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 223 shares; 2025Q1: 1,052 shares; 2025Q2: 1,403 shares; 2025Q3: 358 shares; 2025Q4: 3,305 shares 3,305 $306K 0.04% +2,947 Timeline TTEK TETRA TECH INC NEW More: the full row for TETRA TECH INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 754 shares; 2025Q1: 3,278 shares; 2025Q2: 9,792 shares; 2025Q3: 12,056 shares; 2025Q4: 9,093 shares 9,093 $305K 0.04% -2,963 Timeline CLH CLEAN HARBORS INC More: the full row for CLEAN HARBORS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 384 shares; 2025Q1: not reported; 2025Q2: 158 shares; 2025Q3: 236 shares; 2025Q4: 1,299 shares 1,299 $305K 0.04% +1,063 Timeline REYN REYNOLDS CONSUMER PRODS INC More: the full row for REYNOLDS CONSUMER PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,842 shares; 2025Q1: 2,543 shares; 2025Q2: 10 shares; 2025Q3: 772 shares; 2025Q4: 13,217 shares 13,217 $303K 0.04% +12,445 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 890 shares; 2025Q1: 4,505 shares; 2025Q2: 4,606 shares; 2025Q3: 4,675 shares; 2025Q4: 5,041 shares 5,041 $303K 0.04% +366 Timeline SPB SPECTRUM BRANDS HOLDINGS INC More: the full row for SPECTRUM BRANDS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 481 shares; 2025Q1: 970 shares; 2025Q2: 4,506 shares; 2025Q3: 5,369 shares; 2025Q4: 5,081 shares 5,081 $300K 0.04% -288 Timeline ARGX ARGENX SE More: the full row for ARGENX SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16 shares; 2025Q1: 276 shares; 2025Q2: 276 shares; 2025Q3: 319 shares; 2025Q4: 356 shares 356 $299K 0.04% +37 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: restricted; 2024Q4: 187 shares; 2025Q1: 184 shares; 2025Q2: 970 shares; 2025Q3: 838 shares; 2025Q4: 1,166 shares 1,166 $299K 0.04% +328 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 332 shares; 2025Q1: 1,206 shares; 2025Q2: 1,446 shares; 2025Q3: 1,561 shares; 2025Q4: 1,757 shares 1,757 $298K 0.04% +196 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: restricted; 2024Q4: 711 shares; 2025Q1: 673 shares; 2025Q2: 607 shares; 2025Q3: 630 shares; 2025Q4: 632 shares 632 $296K 0.04% +2 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,164 shares; 2025Q1: 364 shares; 2025Q2: 1,424 shares; 2025Q3: 1,611 shares; 2025Q4: 2,177 shares 2,177 $296K 0.04% +566 Timeline WAL WESTERN ALLIANCE BANCORP More: the full row for WESTERN ALLIANCE BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,325 shares; 2025Q1: 1,119 shares; 2025Q2: 1,188 shares; 2025Q3: 3,537 shares; 2025Q4: 3,508 shares 3,508 $295K 0.04% -29 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: restricted; 2024Q4: 131 shares; 2025Q1: 160 shares; 2025Q2: 282 shares; 2025Q3: 296 shares; 2025Q4: 364 shares 364 $295K 0.04% +68 Timeline RHI ROBERT HALF INC. More: the full row for ROBERT HALF INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,205 shares; 2025Q1: 59 shares; 2025Q2: 536 shares; 2025Q3: 6,093 shares; 2025Q4: 10,808 shares 10,808 $294K 0.04% +4,715 Timeline GAP GAP INC More: the full row for GAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,285 shares; 2025Q1: 1,831 shares; 2025Q2: 13,493 shares; 2025Q3: 11,551 shares; 2025Q4: 11,464 shares 11,464 $293K 0.04% -87 Timeline ROKU ROKU INC More: the full row for ROKU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 951 shares; 2025Q1: 3,644 shares; 2025Q2: 2,142 shares; 2025Q3: 2,135 shares; 2025Q4: 2,702 shares 2,702 $293K 0.04% +567 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: restricted; 2024Q4: 124 shares; 2025Q1: 837 shares; 2025Q2: 981 shares; 2025Q3: 1,829 shares; 2025Q4: 2,284 shares 2,284 $292K 0.04% +455 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,634 shares; 2025Q1: 14,366 shares; 2025Q2: 12,789 shares; 2025Q3: 12,461 shares; 2025Q4: 6,432 shares 6,432 $291K 0.04% -6,029 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: restricted; 2024Q4: 1,466 shares; 2025Q1: 3,235 shares; 2025Q2: 3,289 shares; 2025Q3: 3,289 shares; 2025Q4: 3,564 shares 3,564 $290K 0.04% +275 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,106 shares; 2025Q1: 2,813 shares; 2025Q2: 2,665 shares; 2025Q3: 1,649 shares; 2025Q4: 3,648 shares 3,648 $290K 0.04% +1,999 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: restricted; 2024Q4: 368 shares; 2025Q1: 964 shares; 2025Q2: 452 shares; 2025Q3: 702 shares; 2025Q4: 1,412 shares 1,412 $287K 0.04% +710 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: restricted; 2024Q4: 1,292 shares; 2025Q1: 1,292 shares; 2025Q2: 1,292 shares; 2025Q3: 2,057 shares; 2025Q4: 2,057 shares 2,057 $286K 0.04% 0 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 257 shares; 2025Q1: 265 shares; 2025Q2: 305 shares; 2025Q3: 309 shares; 2025Q4: 611 shares 611 $284K 0.04% +302 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: restricted; 2024Q4: 3,376 shares; 2025Q1: 5,071 shares; 2025Q2: 5,176 shares; 2025Q3: 5,261 shares; 2025Q4: 4,725 shares 4,725 $284K 0.04% -536 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 729 shares; 2025Q1: 4,215 shares; 2025Q2: 1,412 shares; 2025Q3: 1,494 shares; 2025Q4: 1,466 shares 1,466 $284K 0.04% -28 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: restricted; 2024Q4: 2,233 shares; 2025Q1: 8,112 shares; 2025Q2: 283 shares; 2025Q3: 161 shares; 2025Q4: 8,776 shares 8,776 $284K 0.04% +8,615 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: restricted; 2024Q4: 2,371 shares; 2025Q1: 4,062 shares; 2025Q2: 3,066 shares; 2025Q3: 4,580 shares; 2025Q4: 3,352 shares 3,352 $282K 0.04% -1,228 Timeline SNN SMITH & NEPHEW PLC More: the full row for SMITH & NEPHEW PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 252 shares; 2025Q1: 5,217 shares; 2025Q2: 8,489 shares; 2025Q3: 8,912 shares; 2025Q4: 8,580 shares 8,580 $282K 0.04% -332 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,840 shares; 2025Q1: 5,991 shares; 2025Q2: 8,222 shares; 2025Q3: 8,488 shares; 2025Q4: 9,758 shares 9,758 $281K 0.04% +1,270 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,026 shares; 2025Q1: 2,384 shares; 2025Q2: 2,427 shares; 2025Q3: 2,507 shares; 2025Q4: 2,813 shares 2,813 $281K 0.04% +306 Timeline LOGI LOGITECH INTL S A More: the full row for LOGITECH INTL S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 58 shares; 2025Q1: 2,932 shares; 2025Q2: 2,178 shares; 2025Q3: 2,386 shares; 2025Q4: 2,798 shares 2,798 $280K 0.04% +412 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: restricted; 2024Q4: 1,217 shares; 2025Q1: 5,618 shares; 2025Q2: 4,212 shares; 2025Q3: 4,452 shares; 2025Q4: 5,250 shares 5,250 $280K 0.04% +798 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: restricted; 2024Q4: 1,098 shares; 2025Q1: 2,453 shares; 2025Q2: 2,487 shares; 2025Q3: 2,540 shares; 2025Q4: 2,389 shares 2,389 $280K 0.04% -151 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: restricted; 2024Q4: 216 shares; 2025Q1: 563 shares; 2025Q2: 493 shares; 2025Q3: 484 shares; 2025Q4: 491 shares 491 $280K 0.04% +7 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: restricted; 2024Q4: 236 shares; 2025Q1: 753 shares; 2025Q2: 984 shares; 2025Q3: 778 shares; 2025Q4: 577 shares 577 $279K 0.04% -201 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: restricted; 2024Q4: 3,905 shares; 2025Q1: 3,905 shares; 2025Q2: 3,905 shares; 2025Q3: 3,905 shares; 2025Q4: 3,905 shares 3,905 $279K 0.03% 0 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,499 shares; 2025Q1: 5,160 shares; 2025Q2: 5,296 shares; 2025Q3: 5,509 shares; 2025Q4: 6,084 shares 6,084 $278K 0.03% +575 Timeline EPAM EPAM SYS INC More: the full row for EPAM SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 149 shares; 2025Q1: 71 shares; 2025Q2: 26 shares; 2025Q3: 442 shares; 2025Q4: 1,345 shares 1,345 $276K 0.03% +903 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: restricted; 2024Q4: 798 shares; 2025Q1: 863 shares; 2025Q2: 970 shares; 2025Q3: 1,275 shares; 2025Q4: 1,207 shares 1,207 $275K 0.03% -68 Timeline FR FIRST INDL RLTY TR INC More: the full row for FIRST INDL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,001 shares; 2025Q1: 6,719 shares; 2025Q2: 794 shares; 2025Q3: 3,891 shares; 2025Q4: 4,755 shares 4,755 $272K 0.03% +864 Timeline FMS FRESENIUS MEDICAL CARE AG More: the full row for FRESENIUS MEDICAL CARE AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 440 shares; 2025Q1: 6,648 shares; 2025Q2: 8,951 shares; 2025Q3: 7,939 shares; 2025Q4: 11,420 shares 11,420 $272K 0.03% +3,481 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: restricted; 2024Q4: 314 shares; 2025Q1: 547 shares; 2025Q2: 1,267 shares; 2025Q3: 2,245 shares; 2025Q4: 2,154 shares 2,154 $271K 0.03% -91 Timeline MORN MORNINGSTAR INC More: the full row for MORNINGSTAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 285 shares; 2025Q1: 811 shares; 2025Q2: 819 shares; 2025Q3: 209 shares; 2025Q4: 1,247 shares 1,247 $271K 0.03% +1,038 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,064 shares; 2025Q2: 895 shares; 2025Q3: 901 shares; 2025Q4: 911 shares 911 $270K 0.03% +10 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 172 shares; 2025Q1: 403 shares; 2025Q2: 303 shares; 2025Q3: 1,323 shares; 2025Q4: 1,228 shares 1,228 $269K 0.03% -95 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: restricted; 2024Q4: 2,033 shares; 2025Q1: 3,955 shares; 2025Q2: 2,472 shares; 2025Q3: 2,711 shares; 2025Q4: 3,075 shares 3,075 $269K 0.03% +364 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: restricted; 2024Q4: 51 shares; 2025Q1: 748 shares; 2025Q2: 884 shares; 2025Q3: 801 shares; 2025Q4: 718 shares 718 $269K 0.03% -83 Timeline BALL BALL CORP More: the full row for BALL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 666 shares; 2025Q1: 666 shares; 2025Q2: 666 shares; 2025Q3: 1,508 shares; 2025Q4: 5,066 shares 5,066 $268K 0.03% +3,558 Timeline W WAYFAIR INC More: the full row for WAYFAIR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 7 shares; 2025Q2: 1,797 shares; 2025Q3: 1,948 shares; 2025Q4: 2,671 shares 2,671 $268K 0.03% +723 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: restricted; 2024Q4: 689 shares; 2025Q1: 1,595 shares; 2025Q2: 1,577 shares; 2025Q3: 1,293 shares; 2025Q4: 1,216 shares 1,216 $267K 0.03% -77 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 399 shares; 2025Q1: 291 shares; 2025Q2: 718 shares; 2025Q3: 1,332 shares; 2025Q4: 1,197 shares 1,197 $266K 0.03% -135 Timeline NVST ENVISTA HOLDINGS CORPORATION More: the full row for ENVISTA HOLDINGS CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 261 shares; 2025Q3: 4,876 shares; 2025Q4: 12,137 shares 12,137 $263K 0.03% +7,261 Timeline IVZ INVESCO LTD More: the full row for INVESCO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 846 shares; 2025Q1: 3,080 shares; 2025Q2: 9,009 shares; 2025Q3: 9,349 shares; 2025Q4: 9,973 shares 9,973 $262K 0.03% +624 Timeline FAF FIRST AMERN FINL CORP More: the full row for FIRST AMERN FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 129 shares; 2025Q1: 962 shares; 2025Q2: 1,455 shares; 2025Q3: 2,198 shares; 2025Q4: 4,253 shares 4,253 $261K 0.03% +2,055 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: restricted; 2024Q4: 21 shares; 2025Q1: not reported; 2025Q2: 164 shares; 2025Q3: 569 shares; 2025Q4: 386 shares 386 $261K 0.03% -183 Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 239 shares; 2025Q1: 1,283 shares; 2025Q2: 1,274 shares; 2025Q3: 522 shares; 2025Q4: 1,879 shares 1,879 $261K 0.03% +1,357 Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,513 shares; 2025Q1: 21,894 shares; 2025Q2: 36,571 shares; 2025Q3: 20,687 shares; 2025Q4: 25,494 shares 25,494 $258K 0.03% +4,807 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: restricted; 2024Q4: 31,107 shares; 2025Q1: 9,852 shares; 2025Q2: 9,037 shares; 2025Q3: 2,715 shares; 2025Q4: 2,669 shares 2,669 $257K 0.03% -46 Timeline BCE BCE INC More: the full row for BCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,123 shares; 2025Q1: 9,236 shares; 2025Q2: 3,955 shares; 2025Q3: 7,708 shares; 2025Q4: 10,749 shares 10,749 $257K 0.03% +3,041 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: restricted; 2024Q4: 739 shares; 2025Q1: 1,064 shares; 2025Q2: 1,404 shares; 2025Q3: 1,500 shares; 2025Q4: 1,569 shares 1,569 $255K 0.03% +69 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 789 shares; 2025Q1: 1,328 shares; 2025Q2: 1,490 shares; 2025Q3: 1,428 shares; 2025Q4: 1,120 shares 1,120 $255K 0.03% -308 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: restricted; 2024Q4: 1,809 shares; 2025Q1: 1,811 shares; 2025Q2: 1,951 shares; 2025Q3: 1,946 shares; 2025Q4: 1,333 shares 1,333 $255K 0.03% -613 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: restricted; 2024Q4: 552 shares; 2025Q1: 743 shares; 2025Q2: 837 shares; 2025Q3: 704 shares; 2025Q4: 815 shares 815 $254K 0.03% +111 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: restricted; 2024Q4: 68 shares; 2025Q1: 94 shares; 2025Q2: 81 shares; 2025Q3: 81 shares; 2025Q4: 75 shares 75 $254K 0.03% -6 Timeline EGP EASTGROUP PPTYS INC More: the full row for EASTGROUP PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 602 shares; 2025Q1: 1,971 shares; 2025Q2: 2,028 shares; 2025Q3: 721 shares; 2025Q4: 1,426 shares 1,426 $254K 0.03% +705 Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 178 shares; 2025Q2: 1,714 shares; 2025Q3: 1,972 shares; 2025Q4: 3,082 shares 3,082 $253K 0.03% +1,110 Timeline MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 688 shares; 2025Q1: 1,348 shares; 2025Q2: 1,041 shares; 2025Q3: 1,092 shares; 2025Q4: 1,162 shares 1,162 $253K 0.03% +70 Timeline EQNR EQUINOR ASA More: the full row for EQUINOR ASA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 555 shares; 2025Q1: 10,596 shares; 2025Q2: 12,400 shares; 2025Q3: 11,110 shares; 2025Q4: 10,661 shares 10,661 $252K 0.03% -449 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,221 shares; 2025Q1: 9,618 shares; 2025Q2: 3,520 shares; 2025Q3: 6,690 shares; 2025Q4: 7,202 shares 7,202 $250K 0.03% +512 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: restricted; 2024Q4: 1,759 shares; 2025Q1: 3,702 shares; 2025Q2: 3,769 shares; 2025Q3: 5,124 shares; 2025Q4: 4,003 shares 4,003 $250K 0.03% -1,121 Timeline AOS SMITH A O CORP More: the full row for SMITH A O CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 137 shares; 2025Q1: 3,148 shares; 2025Q2: 3,045 shares; 2025Q3: 3,128 shares; 2025Q4: 3,734 shares 3,734 $250K 0.03% +606 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 992 shares; 2025Q1: 1,714 shares; 2025Q2: 3,219 shares; 2025Q3: 2,255 shares; 2025Q4: 3,704 shares 3,704 $248K 0.03% +1,449 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: restricted; 2024Q4: 912 shares; 2025Q1: 776 shares; 2025Q2: 796 shares; 2025Q3: 796 shares; 2025Q4: 731 shares 731 $247K 0.03% -65 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 336 shares; 2025Q1: 326 shares; 2025Q2: 1,002 shares; 2025Q3: 1,552 shares; 2025Q4: 1,807 shares 1,807 $246K 0.03% +255 Timeline MKSI MKS INC. More: the full row for MKS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 433 shares; 2025Q1: 301 shares; 2025Q2: 1,152 shares; 2025Q3: 1,162 shares; 2025Q4: 1,522 shares 1,522 $243K 0.03% +360 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 73 shares; 2025Q1: 73 shares; 2025Q2: 206 shares; 2025Q3: 555 shares; 2025Q4: 1,010 shares 1,010 $242K 0.03% +455 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: restricted; 2024Q4: 1,047 shares; 2025Q1: 3,822 shares; 2025Q2: 3,826 shares; 2025Q3: 4,128 shares; 2025Q4: 5,528 shares 5,528 $241K 0.03% +1,400 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 193 shares; 2025Q1: 1,310 shares; 2025Q2: 1,214 shares; 2025Q3: 1,217 shares; 2025Q4: 1,169 shares 1,169 $240K 0.03% -48 Timeline JHG JANUS HENDERSON GROUP PLC More: the full row for JANUS HENDERSON GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,478 shares; 2025Q1: 3,255 shares; 2025Q2: 4,286 shares; 2025Q3: 4,686 shares; 2025Q4: 5,019 shares 5,019 $239K 0.03% +333 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: restricted; 2024Q4: 584 shares; 2025Q1: 1,966 shares; 2025Q2: 1,930 shares; 2025Q3: 1,431 shares; 2025Q4: 867 shares 867 $239K 0.03% -564 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: restricted; 2024Q4: 161 shares; 2025Q1: 326 shares; 2025Q2: 338 shares; 2025Q3: 163 shares; 2025Q4: 236 shares 236 $238K 0.03% +73 Timeline RCI ROGERS COMMUNICATIONS INC More: the full row for ROGERS COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,957 shares; 2025Q2: 4,440 shares; 2025Q3: 5,546 shares; 2025Q4: 6,308 shares 6,308 $238K 0.03% +762 Timeline MSGS MADISON SQUARE GRDN SPRT COR More: the full row for MADISON SQUARE GRDN SPRT COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 234 shares; 2025Q1: 1,371 shares; 2025Q2: 936 shares; 2025Q3: 920 shares; 2025Q4: 920 shares 920 $238K 0.03% 0 Timeline AXS AXIS CAP HLDGS LTD More: the full row for AXIS CAP HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 671 shares; 2025Q1: 2,039 shares; 2025Q2: 2,070 shares; 2025Q3: 2,237 shares; 2025Q4: 2,219 shares 2,219 $238K 0.03% -18 Timeline STM STMICROELECTRONICS N V More: the full row for STMICROELECTRONICS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 492 shares; 2025Q1: 8,837 shares; 2025Q2: 7,756 shares; 2025Q3: 7,477 shares; 2025Q4: 9,098 shares 9,098 $236K 0.03% +1,621 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: restricted; 2024Q4: 1,521 shares; 2025Q1: 1,786 shares; 2025Q2: 1,616 shares; 2025Q3: 1,469 shares; 2025Q4: 1,449 shares 1,449 $236K 0.03% -20 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 182 shares; 2025Q1: 855 shares; 2025Q2: 2,144 shares; 2025Q3: 2,952 shares; 2025Q4: 3,491 shares 3,491 $235K 0.03% +539 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: restricted; 2024Q4: 1,241 shares; 2025Q1: 1,228 shares; 2025Q2: 1,543 shares; 2025Q3: 1,553 shares; 2025Q4: 1,562 shares 1,562 $235K 0.03% +9 Timeline MTG MGIC INVT CORP WIS More: the full row for MGIC INVT CORP WIS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,329 shares; 2025Q1: 4,811 shares; 2025Q2: 5,931 shares; 2025Q3: 5,801 shares; 2025Q4: 8,017 shares 8,017 $234K 0.03% +2,216 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: restricted; 2024Q4: 1,633 shares; 2025Q1: 1,633 shares; 2025Q2: 1,995 shares; 2025Q3: 1,995 shares; 2025Q4: 1,933 shares 1,933 $232K 0.03% -62 Timeline TAP MOLSON COORS BEVERAGE CO More: the full row for MOLSON COORS BEVERAGE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 501 shares; 2025Q1: 5,523 shares; 2025Q2: 436 shares; 2025Q3: 1,202 shares; 2025Q4: 4,964 shares 4,964 $232K 0.03% +3,762 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: restricted; 2024Q4: 209 shares; 2025Q1: 275 shares; 2025Q2: 334 shares; 2025Q3: 2,109 shares; 2025Q4: 1,494 shares 1,494 $231K 0.03% -615 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 494 shares; 2025Q1: 569 shares; 2025Q2: 1,611 shares; 2025Q3: 1,739 shares; 2025Q4: 1,808 shares 1,808 $230K 0.03% +69 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,553 shares; 2025Q1: 1,698 shares; 2025Q2: 1,854 shares; 2025Q3: 2,737 shares; 2025Q4: 2,700 shares 2,700 $230K 0.03% -37 Timeline ELAN ELANCO ANIMAL HEALTH INC More: the full row for ELANCO ANIMAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,642 shares; 2025Q1: 4,382 shares; 2025Q2: 2,556 shares; 2025Q3: 4,636 shares; 2025Q4: 10,164 shares 10,164 $230K 0.03% +5,528 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: restricted; 2024Q4: 4,439 shares; 2025Q1: 5,061 shares; 2025Q2: 5,933 shares; 2025Q3: 5,402 shares; 2025Q4: 2,447 shares 2,447 $229K 0.03% -2,955 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: restricted; 2024Q4: 836 shares; 2025Q1: 1,232 shares; 2025Q2: 1,716 shares; 2025Q3: 2,198 shares; 2025Q4: 2,597 shares 2,597 $226K 0.03% +399 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,579 shares; 2025Q3: 4,579 shares; 2025Q4: 5,179 shares 5,179 $226K 0.03% +600 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 150 shares; 2025Q1: 655 shares; 2025Q2: 705 shares; 2025Q3: 713 shares; 2025Q4: 388 shares 388 $225K 0.03% -325 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: restricted; 2024Q4: 330 shares; 2025Q1: 846 shares; 2025Q2: 936 shares; 2025Q3: 1,145 shares; 2025Q4: 926 shares 926 $225K 0.03% -219 Timeline M MACYS INC More: the full row for MACYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,131 shares; 2025Q1: 9,449 shares; 2025Q2: 1,433 shares; 2025Q3: 1,764 shares; 2025Q4: 10,177 shares 10,177 $224K 0.03% +8,413 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: restricted; 2024Q4: 541 shares; 2025Q1: 1,626 shares; 2025Q2: 1,682 shares; 2025Q3: 1,765 shares; 2025Q4: 1,944 shares 1,944 $224K 0.03% +179 Timeline RTO RENTOKIL INITIAL PLC More: the full row for RENTOKIL INITIAL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 6,241 shares; 2025Q2: 5,562 shares; 2025Q3: 6,914 shares; 2025Q4: 7,587 shares 7,587 $224K 0.03% +673 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,867 shares; 2025Q1: 1,834 shares; 2025Q2: 1,830 shares; 2025Q3: 1,846 shares; 2025Q4: 1,817 shares 1,817 $223K 0.03% -29 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: restricted; 2024Q4: 1,095 shares; 2025Q1: 924 shares; 2025Q2: 1,387 shares; 2025Q3: 2,118 shares; 2025Q4: 1,287 shares 1,287 $223K 0.03% -831 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 733 shares; 2025Q1: 1,445 shares; 2025Q2: 1,357 shares; 2025Q3: 1,258 shares; 2025Q4: 2,664 shares 2,664 $221K 0.03% +1,406 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: restricted; 2024Q4: 233 shares; 2025Q1: 469 shares; 2025Q2: 451 shares; 2025Q3: 463 shares; 2025Q4: 428 shares 428 $219K 0.03% -35 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: restricted; 2024Q4: 79 shares; 2025Q1: 551 shares; 2025Q2: 459 shares; 2025Q3: 485 shares; 2025Q4: 491 shares 491 $218K 0.03% +6 Timeline NNN NNN REIT INC More: the full row for NNN REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,689 shares; 2025Q1: 4,255 shares; 2025Q2: 8,134 shares; 2025Q3: 9,833 shares; 2025Q4: 5,492 shares 5,492 $218K 0.03% -4,341 Timeline TEVA TEVA PHARMACEUTICAL INDS LTD More: the full row for TEVA PHARMACEUTICAL INDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 985 shares; 2025Q1: 5,297 shares; 2025Q2: 4,579 shares; 2025Q3: 5,560 shares; 2025Q4: 6,934 shares 6,934 $216K 0.03% +1,374 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: restricted; 2024Q4: 824 shares; 2025Q1: 2,006 shares; 2025Q2: 1,872 shares; 2025Q3: 1,833 shares; 2025Q4: 1,948 shares 1,948 $215K 0.03% +115 Timeline SHC SOTERA HEALTH CO More: the full row for SOTERA HEALTH CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 1,165 shares; 2025Q3: 2,535 shares; 2025Q4: 12,176 shares 12,176 $215K 0.03% +9,641 Timeline PSO PEARSON PLC More: the full row for PEARSON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,625 shares; 2025Q1: 16,043 shares; 2025Q2: 9,320 shares; 2025Q3: 14,053 shares; 2025Q4: 15,292 shares 15,292 $215K 0.03% +1,239 Timeline DISV 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: restricted; 2024Q4: 5,462 shares; 2025Q1: 5,510 shares; 2025Q2: 5,611 shares; 2025Q3: 5,605 shares; 2025Q4: 5,641 shares 5,641 $214K 0.03% +36 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: restricted; 2024Q4: 19 shares; 2025Q1: 423 shares; 2025Q2: 1,053 shares; 2025Q3: 1,092 shares; 2025Q4: 1,048 shares 1,048 $213K 0.03% -44 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: restricted; 2024Q4: 177 shares; 2025Q1: 330 shares; 2025Q2: 539 shares; 2025Q3: 554 shares; 2025Q4: 623 shares 623 $212K 0.03% +69 Timeline ESI ELEMENT SOLUTIONS INC More: the full row for ELEMENT SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 209 shares; 2025Q1: 19,535 shares; 2025Q2: 6,982 shares; 2025Q3: 7,415 shares; 2025Q4: 8,471 shares 8,471 $212K 0.03% +1,056 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: restricted; 2024Q4: 2,726 shares; 2025Q1: 4,857 shares; 2025Q2: 4,987 shares; 2025Q3: 3,548 shares; 2025Q4: 3,608 shares 3,608 $211K 0.03% +60 Timeline HE HAWAIIAN ELEC INDS INC MTN B More: the full row for HAWAIIAN ELEC INDS INC MTN B Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,570 shares; 2025Q1: 4,672 shares; 2025Q2: 6,092 shares; 2025Q3: 13,900 shares; 2025Q4: 17,156 shares 17,156 $211K 0.03% +3,256 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: restricted; 2024Q4: 92 shares; 2025Q1: 5,072 shares; 2025Q2: 4,961 shares; 2025Q3: 2,860 shares; 2025Q4: 3,375 shares 3,375 $211K 0.03% +515 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: restricted; 2024Q4: 193 shares; 2025Q1: 595 shares; 2025Q2: 670 shares; 2025Q3: 735 shares; 2025Q4: 727 shares 727 $210K 0.03% -8 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 384 shares; 2025Q1: 778 shares; 2025Q2: 807 shares; 2025Q3: 816 shares; 2025Q4: 1,005 shares 1,005 $209K 0.03% +189 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 52 shares; 2025Q1: 226 shares; 2025Q2: 171 shares; 2025Q3: 256 shares; 2025Q4: 271 shares 271 $209K 0.03% +15 Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 214 shares; 2025Q1: 227 shares; 2025Q2: 503 shares; 2025Q3: 5,476 shares; 2025Q4: 7,466 shares 7,466 $209K 0.03% +1,990 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: restricted; 2024Q4: 1,466 shares; 2025Q1: 3,509 shares; 2025Q2: 3,596 shares; 2025Q3: 3,623 shares; 2025Q4: 3,105 shares 3,105 $208K 0.03% -518 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: restricted; 2024Q4: 4,304 shares; 2025Q1: 4,304 shares; 2025Q2: 4,304 shares; 2025Q3: 4,304 shares; 2025Q4: 4,304 shares 4,304 $208K 0.03% 0 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: restricted; 2024Q4: 180 shares; 2025Q1: 1,554 shares; 2025Q2: 1,684 shares; 2025Q3: 1,821 shares; 2025Q4: 2,030 shares 2,030 $208K 0.03% +209 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 493 shares; 2025Q1: 1,229 shares; 2025Q2: 1,170 shares; 2025Q3: 1,333 shares; 2025Q4: 1,009 shares 1,009 $205K 0.03% -324 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,688 shares; 2025Q1: 3,688 shares; 2025Q2: 3,768 shares; 2025Q3: 3,770 shares; 2025Q4: 3,777 shares 3,777 $203K 0.03% +7 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: restricted; 2024Q4: 295 shares; 2025Q1: 677 shares; 2025Q2: 846 shares; 2025Q3: 899 shares; 2025Q4: 899 shares 899 $203K 0.03% 0 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: restricted; 2024Q4: 497 shares; 2025Q1: 497 shares; 2025Q2: 548 shares; 2025Q3: 588 shares; 2025Q4: 783 shares 783 $202K 0.03% +195 Timeline ATI ATI INC More: the full row for ATI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,182 shares; 2025Q1: 1,635 shares; 2025Q2: 1,567 shares; 2025Q3: 1,668 shares; 2025Q4: 1,758 shares 1,758 $202K 0.03% +90 Timeline GLPI GAMING & LEISURE P More: the full row for GAMING & LEISURE P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 911 shares; 2025Q1: 4,205 shares; 2025Q2: 2,475 shares; 2025Q3: 1,210 shares; 2025Q4: 4,513 shares 4,513 $202K 0.03% +3,303 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: restricted; 2024Q4: 114 shares; 2025Q1: 382 shares; 2025Q2: 323 shares; 2025Q3: 105 shares; 2025Q4: 453 shares 453 $202K 0.03% +348 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 730 shares; 2025Q1: 8,384 shares; 2025Q2: 4,703 shares; 2025Q3: 4,436 shares; 2025Q4: 5,553 shares 5,553 $201K 0.03% +1,117 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: restricted; 2024Q4: 582 shares; 2025Q1: 1,320 shares; 2025Q2: 1,072 shares; 2025Q3: 1,189 shares; 2025Q4: 1,258 shares 1,258 $201K 0.03% +69 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: restricted; 2024Q4: 207 shares; 2025Q1: 215 shares; 2025Q2: 224 shares; 2025Q3: 227 shares; 2025Q4: 800 shares 800 $201K 0.03% +573 Timeline AEIS ADVANCED ENERGY INDS More: the full row for ADVANCED ENERGY INDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 216 shares; 2025Q1: 1,049 shares; 2025Q2: 956 shares; 2025Q3: 956 shares; 2025Q4: 956 shares 956 $200K 0.03% 0 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: restricted; 2024Q4: 2,082 shares; 2025Q1: 12,354 shares; 2025Q2: 910 shares; 2025Q3: 5,350 shares; 2025Q4: 8,231 shares 8,231 $200K 0.03% +2,881 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 999 shares; 2025Q1: 1,934 shares; 2025Q2: 988 shares; 2025Q3: 801 shares; 2025Q4: 1,070 shares 1,070 $198K 0.02% +269 Timeline AYI ACUITY INC More: the full row for ACUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 293 shares; 2025Q1: 172 shares; 2025Q2: 247 shares; 2025Q3: 250 shares; 2025Q4: 550 shares 550 $198K 0.02% +300 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,396 shares; 2025Q1: 1,396 shares; 2025Q2: 1,396 shares; 2025Q3: 1,396 shares; 2025Q4: 1,396 shares 1,396 $197K 0.02% 0 Timeline TRI THOMSON REUTERS CORP More: the full row for THOMSON REUTERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 113 shares; 2025Q1: 1,828 shares; 2025Q2: 1,758 shares; 2025Q3: 1,445 shares; 2025Q4: 1,490 shares 1,490 $197K 0.02% +45 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 658 shares; 2025Q1: 1,383 shares; 2025Q2: 2,176 shares; 2025Q3: 2,026 shares; 2025Q4: 1,300 shares 1,300 $197K 0.02% -726 Timeline ITGR INTEGER HLDGS CORP More: the full row for INTEGER HLDGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 369 shares; 2025Q1: 369 shares; 2025Q2: 386 shares; 2025Q3: 386 shares; 2025Q4: 2,501 shares 2,501 $196K 0.02% +2,115 Timeline