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: 877,420 shares; 2024Q4: 826,361 shares; 2025Q1: 847,112 shares; 2025Q2: 905,523 shares; 2025Q3: 855,392 shares; 2025Q4: 822,196 shares 822,196 $224M 6.16% -33,196 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: 295,274 shares; 2024Q4: 299,590 shares; 2025Q1: 304,904 shares; 2025Q2: 321,307 shares; 2025Q3: 320,138 shares; 2025Q4: 324,060 shares 324,060 $157M 4.32% +3,922 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,040,730 shares; 2024Q4: 1,262,862 shares; 2025Q1: 1,305,635 shares; 2025Q2: 1,334,404 shares; 2025Q3: 1,426,143 shares; 2025Q4: 1,502,627 shares 1,502,627 $150M 4.13% +76,484 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: 415,715 shares; 2024Q4: 393,628 shares; 2025Q1: 370,039 shares; 2025Q2: 363,300 shares; 2025Q3: 346,321 shares; 2025Q4: 340,952 shares 340,952 $118M 3.25% -5,369 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: 371,220 shares; 2024Q4: 375,099 shares; 2025Q1: 371,137 shares; 2025Q2: 409,745 shares; 2025Q3: 377,241 shares; 2025Q4: 351,440 shares 351,440 $110M 3.03% -25,801 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: 309,420 shares; 2024Q4: 305,827 shares; 2025Q1: 302,705 shares; 2025Q2: 313,876 shares; 2025Q3: 309,113 shares; 2025Q4: 296,968 shares 296,968 $95.7M 2.64% -12,145 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: 368,553 shares; 2024Q4: 337,424 shares; 2025Q1: 344,378 shares; 2025Q2: 385,123 shares; 2025Q3: 384,012 shares; 2025Q4: 397,507 shares 397,507 $91.8M 2.53% +13,495 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: 229,807 shares; 2024Q4: 259,691 shares; 2025Q1: 355,932 shares; 2025Q2: 462,046 shares; 2025Q3: 462,834 shares; 2025Q4: 472,812 shares 472,812 $88.2M 2.43% +9,978 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: 80,558 shares; 2024Q4: 77,672 shares; 2025Q1: 77,294 shares; 2025Q2: 84,919 shares; 2025Q3: 83,174 shares; 2025Q4: 84,617 shares 84,617 $55.9M 1.54% +1,443 Timeline WSBC WESBANCO INC More: the full row for WESBANCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,461,693 shares; 2024Q4: 1,452,477 shares; 2025Q1: 1,428,894 shares; 2025Q2: 1,565,869 shares; 2025Q3: 1,488,301 shares; 2025Q4: 1,570,275 shares 1,570,275 $52.2M 1.44% +81,974 Timeline ACWX 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: 619,382 shares; 2024Q4: 663,403 shares; 2025Q1: 682,895 shares; 2025Q2: 677,553 shares; 2025Q3: 696,495 shares; 2025Q4: 754,463 shares 754,463 $50.6M 1.39% +57,968 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: 228,634 shares; 2024Q4: 237,260 shares; 2025Q1: 231,419 shares; 2025Q2: 278,071 shares; 2025Q3: 274,553 shares; 2025Q4: 275,055 shares 275,055 $41.9M 1.15% +502 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,298 shares; 2024Q4: 102,852 shares; 2025Q1: 111,335 shares; 2025Q2: 117,149 shares; 2025Q3: 135,544 shares; 2025Q4: 141,775 shares 141,775 $41.1M 1.13% +6,231 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: 391,898 shares; 2024Q4: 384,572 shares; 2025Q1: 384,523 shares; 2025Q2: 387,533 shares; 2025Q3: 359,824 shares; 2025Q4: 331,641 shares 331,641 $39.9M 1.1% -28,183 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: 254,969 shares; 2024Q4: 251,687 shares; 2025Q1: 254,391 shares; 2025Q2: 268,416 shares; 2025Q3: 269,536 shares; 2025Q4: 256,615 shares 256,615 $36.8M 1.01% -12,921 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: 71,126 shares; 2024Q4: 68,280 shares; 2025Q1: 67,668 shares; 2025Q2: 65,556 shares; 2025Q3: 63,441 shares; 2025Q4: 64,020 shares 64,020 $36.5M 1.01% +579 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: 303,356 shares; 2024Q4: 292,026 shares; 2025Q1: 306,424 shares; 2025Q2: 351,768 shares; 2025Q3: 339,782 shares; 2025Q4: 319,180 shares 319,180 $35.6M 0.98% -20,602 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: 25,798 shares; 2024Q4: 24,022 shares; 2025Q1: 23,746 shares; 2025Q2: 28,561 shares; 2025Q3: 28,809 shares; 2025Q4: 29,952 shares 29,952 $32.2M 0.89% +1,143 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: 155,558 shares; 2024Q4: 169,404 shares; 2025Q1: 187,442 shares; 2025Q2: 186,978 shares; 2025Q3: 162,578 shares; 2025Q4: 144,985 shares 144,985 $31M 0.86% -17,593 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: 55,282 shares; 2024Q4: 110,590 shares; 2025Q1: 143,151 shares; 2025Q2: 157,769 shares; 2025Q3: 159,589 shares; 2025Q4: 165,841 shares 165,841 $30.5M 0.84% +6,252 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: 394,968 shares; 2024Q4: 368,150 shares; 2025Q1: 357,495 shares; 2025Q2: 363,185 shares; 2025Q3: 406,281 shares; 2025Q4: 395,563 shares 395,563 $30.5M 0.84% -10,718 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: 353,564 shares; 2024Q4: 368,419 shares; 2025Q1: 356,459 shares; 2025Q2: 351,604 shares; 2025Q3: 306,579 shares; 2025Q4: 289,400 shares 289,400 $30.5M 0.84% -17,179 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: 153,304 shares; 2024Q4: 149,902 shares; 2025Q1: 148,045 shares; 2025Q2: 149,097 shares; 2025Q3: 149,621 shares; 2025Q4: 146,806 shares 146,806 $30.4M 0.84% -2,815 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: 242,565 shares; 2024Q4: 239,206 shares; 2025Q1: 311,384 shares; 2025Q2: 307,149 shares; 2025Q3: 405,160 shares; 2025Q4: 415,357 shares 415,357 $29M 0.8% +10,197 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: 172,796 shares; 2024Q4: 163,940 shares; 2025Q1: 163,768 shares; 2025Q2: 164,735 shares; 2025Q3: 165,313 shares; 2025Q4: 156,886 shares 156,886 $28.8M 0.79% -8,427 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: 52,019 shares; 2024Q4: 52,078 shares; 2025Q1: 64,170 shares; 2025Q2: 67,124 shares; 2025Q3: 69,808 shares; 2025Q4: 82,271 shares 82,271 $26.9M 0.74% +12,463 Timeline MZTI MARZETTI COMPANY More: the full row for MARZETTI COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 163,800 shares; 2024Q4: 163,800 shares; 2025Q1: 163,547 shares; 2025Q2: 163,235 shares; 2025Q3: 162,720 shares; 2025Q4: 162,610 shares 162,610 $26.7M 0.74% -110 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: 95,748 shares; 2024Q4: 96,410 shares; 2025Q1: 103,877 shares; 2025Q2: 110,968 shares; 2025Q3: 105,499 shares; 2025Q4: 98,932 shares 98,932 $26.2M 0.72% -6,567 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: 79,638 shares; 2024Q4: 80,652 shares; 2025Q1: 78,788 shares; 2025Q2: 80,256 shares; 2025Q3: 76,556 shares; 2025Q4: 83,263 shares 83,263 $26.1M 0.72% +6,707 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: 38,277 shares; 2024Q4: 42,973 shares; 2025Q1: 44,286 shares; 2025Q2: 50,754 shares; 2025Q3: 49,639 shares; 2025Q4: 44,165 shares 44,165 $25.6M 0.7% -5,474 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,037 shares; 2024Q4: 30,953 shares; 2025Q1: 32,335 shares; 2025Q2: 32,753 shares; 2025Q3: 32,060 shares; 2025Q4: 29,060 shares 29,060 $25.5M 0.7% -3,000 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: 220,945 shares; 2024Q4: 217,904 shares; 2025Q1: 225,715 shares; 2025Q2: 316,222 shares; 2025Q3: 338,639 shares; 2025Q4: 342,499 shares 342,499 $25.4M 0.7% +3,860 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 190,662 shares; 2024Q4: 196,286 shares; 2025Q1: 200,482 shares; 2025Q2: 215,198 shares; 2025Q3: 224,800 shares; 2025Q4: 236,433 shares 236,433 $25.3M 0.7% +11,633 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: 165,381 shares; 2024Q4: 155,598 shares; 2025Q1: 154,031 shares; 2025Q2: 149,804 shares; 2025Q3: 147,953 shares; 2025Q4: 144,441 shares 144,441 $25.1M 0.69% -3,512 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: 30,074 shares; 2024Q4: 31,111 shares; 2025Q1: 55,988 shares; 2025Q2: 57,147 shares; 2025Q3: 55,877 shares; 2025Q4: 55,211 shares 55,211 $24.8M 0.68% -666 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: 89,194 shares; 2024Q4: 77,515 shares; 2025Q1: 76,476 shares; 2025Q2: 80,518 shares; 2025Q3: 80,799 shares; 2025Q4: 80,426 shares 80,426 $23.8M 0.66% -373 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: 73,011 shares; 2024Q4: 69,218 shares; 2025Q1: 82,673 shares; 2025Q2: 93,753 shares; 2025Q3: 80,913 shares; 2025Q4: 74,776 shares 74,776 $23.8M 0.66% -6,137 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: 60,366 shares; 2024Q4: 60,500 shares; 2025Q1: 50,227 shares; 2025Q2: 57,520 shares; 2025Q3: 66,798 shares; 2025Q4: 69,151 shares 69,151 $23.8M 0.66% +2,353 Timeline VTWO 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: 46,264 shares; 2024Q4: 58,280 shares; 2025Q1: 68,721 shares; 2025Q2: 73,268 shares; 2025Q3: 196,698 shares; 2025Q4: 226,761 shares 226,761 $22.6M 0.62% +30,063 Timeline XAGG MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 425,194 shares 425,194 $21.4M 0.59% new 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: 62,585 shares; 2024Q4: 60,608 shares; 2025Q1: 74,769 shares; 2025Q2: 86,212 shares; 2025Q3: 161,523 shares; 2025Q4: 176,940 shares 176,940 $20.7M 0.57% +15,417 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: 49,503 shares; 2024Q4: 51,868 shares; 2025Q1: 52,206 shares; 2025Q2: 64,600 shares; 2025Q3: 64,752 shares; 2025Q4: 62,615 shares 62,615 $20.7M 0.57% -2,137 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: 28,044 shares; 2024Q4: 24,746 shares; 2025Q1: 25,139 shares; 2025Q2: 33,775 shares; 2025Q3: 33,466 shares; 2025Q4: 30,071 shares 30,071 $20.5M 0.56% -3,395 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: 35,585 shares; 2024Q4: 32,697 shares; 2025Q1: 29,867 shares; 2025Q2: 31,694 shares; 2025Q3: 31,833 shares; 2025Q4: 32,468 shares 32,468 $20.4M 0.56% +635 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: 26,000 shares; 2024Q4: 25,595 shares; 2025Q1: 25,763 shares; 2025Q2: 29,266 shares; 2025Q3: 28,715 shares; 2025Q4: 28,562 shares 28,562 $19.6M 0.54% -153 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: 86,513 shares; 2024Q4: 85,841 shares; 2025Q1: 82,571 shares; 2025Q2: 94,751 shares; 2025Q3: 91,702 shares; 2025Q4: 82,082 shares 82,082 $18.8M 0.52% -9,620 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: 39,790 shares; 2024Q4: 35,293 shares; 2025Q1: 273,374 shares; 2025Q2: 337,157 shares; 2025Q3: 336,539 shares; 2025Q4: 338,522 shares 338,522 $18.6M 0.51% +1,983 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: 241,939 shares; 2024Q4: 246,910 shares; 2025Q1: 325,056 shares; 2025Q2: 337,801 shares; 2025Q3: 340,992 shares; 2025Q4: 322,368 shares 322,368 $17.2M 0.47% -18,624 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: 126,123 shares; 2024Q4: 117,852 shares; 2025Q1: 79,481 shares; 2025Q2: 83,866 shares; 2025Q3: 88,214 shares; 2025Q4: 86,198 shares 86,198 $16.8M 0.46% -2,016 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: 17,745 shares; 2024Q4: 17,242 shares; 2025Q1: 21,971 shares; 2025Q2: 50,289 shares; 2025Q3: 50,441 shares; 2025Q4: 48,882 shares 48,882 $16.4M 0.45% -1,559 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: 8,979 shares; 2024Q4: 10,062 shares; 2025Q1: 11,524 shares; 2025Q2: 12,698 shares; 2025Q3: 13,771 shares; 2025Q4: 174,396 shares 174,396 $16.4M 0.45% +160,625 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,229 shares; 2024Q4: 142,132 shares; 2025Q1: 167,294 shares; 2025Q2: 175,172 shares; 2025Q3: 215,693 shares; 2025Q4: 221,221 shares 221,221 $16.3M 0.45% +5,528 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: 152,685 shares; 2024Q4: 157,700 shares; 2025Q1: 161,493 shares; 2025Q2: 180,907 shares; 2025Q3: 124,141 shares; 2025Q4: 111,946 shares 111,946 $16.1M 0.44% -12,195 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: 156,158 shares; 2024Q4: 159,495 shares; 2025Q1: 174,690 shares; 2025Q2: 173,285 shares; 2025Q3: 171,273 shares; 2025Q4: 196,612 shares 196,612 $16.1M 0.44% +25,339 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: 10,497 shares; 2024Q4: 22,024 shares; 2025Q1: 24,095 shares; 2025Q2: 25,696 shares; 2025Q3: 27,911 shares; 2025Q4: 33,016 shares 33,016 $16M 0.44% +5,105 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: 22,222 shares; 2024Q4: 19,037 shares; 2025Q1: 20,781 shares; 2025Q2: 24,016 shares; 2025Q3: 24,618 shares; 2025Q4: 25,478 shares 25,478 $15.7M 0.43% +860 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: 21,200 shares; 2024Q4: 20,747 shares; 2025Q1: 21,038 shares; 2025Q2: 32,959 shares; 2025Q3: 32,150 shares; 2025Q4: 30,962 shares 30,962 $15.6M 0.43% -1,188 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,740 shares; 2025Q1: 7,775 shares; 2025Q2: 8,089 shares; 2025Q3: 13,193 shares; 2025Q4: 14,387 shares 14,387 $15.4M 0.42% +1,194 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,901 shares; 2024Q4: 69,287 shares; 2025Q1: 73,824 shares; 2025Q2: 78,090 shares; 2025Q3: 74,863 shares; 2025Q4: 62,049 shares 62,049 $15.3M 0.42% -12,814 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: 22,187 shares; 2024Q4: 24,713 shares; 2025Q1: 25,842 shares; 2025Q2: 29,281 shares; 2025Q3: 30,315 shares; 2025Q4: 34,622 shares 34,622 $14.8M 0.41% +4,307 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: 40,776 shares; 2024Q4: 40,236 shares; 2025Q1: 40,887 shares; 2025Q2: 75,219 shares; 2025Q3: 89,651 shares; 2025Q4: 94,826 shares 94,826 $14.6M 0.4% +5,175 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: 60,935 shares; 2024Q4: 49,966 shares; 2025Q1: 50,382 shares; 2025Q2: 51,245 shares; 2025Q3: 53,108 shares; 2025Q4: 47,083 shares 47,083 $14.5M 0.4% -6,025 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,153 shares; 2024Q4: 103,795 shares; 2025Q1: 108,987 shares; 2025Q2: 117,035 shares; 2025Q3: 123,996 shares; 2025Q4: 131,565 shares 131,565 $13.8M 0.38% +7,569 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: 160,458 shares; 2024Q4: 152,289 shares; 2025Q1: 159,097 shares; 2025Q2: 158,507 shares; 2025Q3: 149,756 shares; 2025Q4: 75,671 shares 75,671 $13.4M 0.37% -74,085 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: 57,232 shares; 2024Q4: 56,041 shares; 2025Q1: 55,194 shares; 2025Q2: 55,389 shares; 2025Q3: 55,487 shares; 2025Q4: 54,854 shares 54,854 $13.2M 0.36% -633 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,299 shares; 2024Q4: 58,739 shares; 2025Q1: 58,965 shares; 2025Q2: 59,775 shares; 2025Q3: 59,231 shares; 2025Q4: 61,008 shares 61,008 $12.7M 0.35% +1,777 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 121,976 shares; 2024Q4: 125,044 shares; 2025Q1: 121,963 shares; 2025Q2: 130,205 shares; 2025Q3: 132,260 shares; 2025Q4: 132,220 shares 132,220 $12.7M 0.35% -40 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: 269,176 shares; 2024Q4: 261,577 shares; 2025Q1: 261,486 shares; 2025Q2: 259,423 shares; 2025Q3: 245,082 shares; 2025Q4: 232,773 shares 232,773 $12.6M 0.35% -12,309 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 165,894 shares; 2025Q3: 181,604 shares; 2025Q4: 205,890 shares 205,890 $12.3M 0.34% +24,286 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: 22,431 shares; 2024Q4: 22,065 shares; 2025Q1: 21,478 shares; 2025Q2: 22,877 shares; 2025Q3: 21,120 shares; 2025Q4: 20,901 shares 20,901 $12M 0.33% -219 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,562 shares; 2024Q4: 77,492 shares; 2025Q1: 76,131 shares; 2025Q2: 81,423 shares; 2025Q3: 85,976 shares; 2025Q4: 90,949 shares 90,949 $11.9M 0.33% +4,973 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: 94,191 shares; 2024Q4: 92,939 shares; 2025Q1: 89,046 shares; 2025Q2: 87,936 shares; 2025Q3: 85,460 shares; 2025Q4: 85,039 shares 85,039 $11.8M 0.33% -421 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: 26,172 shares; 2024Q4: 27,496 shares; 2025Q1: 28,548 shares; 2025Q2: 32,169 shares; 2025Q3: 33,890 shares; 2025Q4: 33,521 shares 33,521 $11.8M 0.32% -369 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: 75,755 shares; 2024Q4: 84,765 shares; 2025Q1: 81,117 shares; 2025Q2: 83,105 shares; 2025Q3: 78,503 shares; 2025Q4: 77,606 shares 77,606 $11.7M 0.32% -897 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: 78,731 shares; 2024Q4: 105,122 shares; 2025Q1: 110,577 shares; 2025Q2: 123,646 shares; 2025Q3: 129,040 shares; 2025Q4: 125,562 shares 125,562 $11.5M 0.32% -3,478 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: 98,106 shares; 2024Q4: 83,305 shares; 2025Q1: 87,969 shares; 2025Q2: 89,094 shares; 2025Q3: 73,920 shares; 2025Q4: 71,272 shares 71,272 $11.5M 0.32% -2,648 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: 46,504 shares; 2024Q4: 44,292 shares; 2025Q1: 43,550 shares; 2025Q2: 49,448 shares; 2025Q3: 49,023 shares; 2025Q4: 55,447 shares 55,447 $11.3M 0.31% +6,424 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: 65,317 shares; 2024Q4: 62,658 shares; 2025Q1: 62,746 shares; 2025Q2: 63,655 shares; 2025Q3: 60,800 shares; 2025Q4: 57,637 shares 57,637 $11.2M 0.31% -3,163 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 208,128 shares; 2024Q4: 215,262 shares; 2025Q1: 207,883 shares; 2025Q2: 215,374 shares; 2025Q3: 224,600 shares; 2025Q4: 227,049 shares 227,049 $10.9M 0.3% +2,449 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: 11,283 shares; 2024Q4: 11,363 shares; 2025Q1: 11,480 shares; 2025Q2: 13,492 shares; 2025Q3: 13,410 shares; 2025Q4: 12,441 shares 12,441 $10.7M 0.3% -969 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,529 shares; 2024Q4: 45,670 shares; 2025Q1: 45,038 shares; 2025Q2: 45,295 shares; 2025Q3: 167,446 shares; 2025Q4: 201,559 shares 201,559 $10.7M 0.29% +34,113 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,467 shares; 2024Q4: 91,552 shares; 2025Q1: 87,315 shares; 2025Q2: 88,157 shares; 2025Q3: 90,210 shares; 2025Q4: 96,242 shares 96,242 $10.6M 0.29% +6,032 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: 115,966 shares; 2024Q4: 126,965 shares; 2025Q1: 125,690 shares; 2025Q2: 145,912 shares; 2025Q3: 184,736 shares; 2025Q4: 197,209 shares 197,209 $10.6M 0.29% +12,473 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: 292,202 shares; 2024Q4: 310,879 shares; 2025Q1: 318,604 shares; 2025Q2: 330,859 shares; 2025Q3: 214,178 shares; 2025Q4: 131,092 shares 131,092 $10.5M 0.29% -83,086 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: 51,870 shares; 2024Q4: 49,819 shares; 2025Q1: 55,767 shares; 2025Q2: 55,899 shares; 2025Q3: 57,124 shares; 2025Q4: 63,960 shares 63,960 $9.9M 0.27% +6,836 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: 148,960 shares; 2024Q4: 144,903 shares; 2025Q1: 145,090 shares; 2025Q2: 177,487 shares; 2025Q3: 171,467 shares; 2025Q4: 147,240 shares 147,240 $9.72M 0.27% -24,227 Timeline CG CARLYLE GROUP INC More: the full row for CARLYLE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 159,602 shares; 2024Q4: 140,232 shares; 2025Q1: 177,891 shares; 2025Q2: 183,506 shares; 2025Q3: 142,400 shares; 2025Q4: 158,018 shares 158,018 $9.34M 0.26% +15,618 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: 4,730 shares; 2024Q4: 5,321 shares; 2025Q1: not reported; 2025Q2: 35,291 shares; 2025Q3: 35,108 shares; 2025Q4: 177,936 shares 177,936 $9.04M 0.25% +142,828 Timeline JGLO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 150,440 shares; 2024Q4: 119,440 shares; 2025Q1: 150,916 shares; 2025Q2: 150,916 shares; 2025Q3: 150,916 shares; 2025Q4: 128,866 shares 128,866 $8.72M 0.24% -22,050 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: 12,440 shares; 2024Q4: 16,351 shares; 2025Q1: 19,231 shares; 2025Q2: 30,631 shares; 2025Q3: 34,147 shares; 2025Q4: 33,125 shares 33,125 $8.54M 0.24% -1,022 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: 33,021 shares; 2024Q4: 32,316 shares; 2025Q1: 32,167 shares; 2025Q2: 33,737 shares; 2025Q3: 33,555 shares; 2025Q4: 27,021 shares 27,021 $8.26M 0.23% -6,534 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: 22,030 shares; 2024Q4: 21,471 shares; 2025Q1: 21,909 shares; 2025Q2: 21,788 shares; 2025Q3: 21,263 shares; 2025Q4: 20,755 shares 20,755 $8.23M 0.23% -508 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: 14,736 shares; 2024Q4: 13,991 shares; 2025Q1: 14,692 shares; 2025Q2: 12,442 shares; 2025Q3: 12,418 shares; 2025Q4: 12,377 shares 12,377 $8.09M 0.22% -41 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: 130,816 shares; 2024Q4: 128,784 shares; 2025Q1: 127,466 shares; 2025Q2: 112,046 shares; 2025Q3: 90,363 shares; 2025Q4: 86,272 shares 86,272 $8.08M 0.22% -4,091 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: 75,248 shares; 2024Q4: 72,263 shares; 2025Q1: 70,956 shares; 2025Q2: 69,236 shares; 2025Q3: 68,618 shares; 2025Q4: 66,354 shares 66,354 $7.65M 0.21% -2,264 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: 18,637 shares; 2024Q4: 18,735 shares; 2025Q1: 18,004 shares; 2025Q2: 17,860 shares; 2025Q3: 16,975 shares; 2025Q4: 16,427 shares 16,427 $7.65M 0.21% -548 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,500 shares; 2024Q4: 4,900 shares; 2025Q1: 7,009 shares; 2025Q2: 4,747 shares; 2025Q3: 79,734 shares; 2025Q4: 204,019 shares 204,019 $7.55M 0.21% +124,285 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 140,031 shares; 2024Q4: 99,604 shares; 2025Q1: 103,201 shares; 2025Q2: 119,889 shares; 2025Q3: 115,888 shares; 2025Q4: 114,268 shares 114,268 $7.28M 0.2% -1,620 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: 8,764 shares; 2024Q4: 7,674 shares; 2025Q1: 7,492 shares; 2025Q2: 10,156 shares; 2025Q3: 9,128 shares; 2025Q4: 8,275 shares 8,275 $7.27M 0.2% -853 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: 46,405 shares; 2024Q4: 46,473 shares; 2025Q1: 46,645 shares; 2025Q2: 45,814 shares; 2025Q3: 45,473 shares; 2025Q4: 44,044 shares 44,044 $7.05M 0.19% -1,429 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 93,437 shares; 2025Q3: 108,012 shares; 2025Q4: 139,011 shares 139,011 $6.95M 0.19% +30,999 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: 27,418 shares; 2024Q4: 27,339 shares; 2025Q1: 27,360 shares; 2025Q2: 27,543 shares; 2025Q3: 27,006 shares; 2025Q4: 28,901 shares 28,901 $6.69M 0.18% +1,895 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: 10,074 shares; 2024Q4: 10,804 shares; 2025Q1: 51,952 shares; 2025Q2: 80,375 shares; 2025Q3: 83,248 shares; 2025Q4: 77,960 shares 77,960 $6.52M 0.18% -5,288 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: 8,367 shares; 2024Q4: 8,007 shares; 2025Q1: 8,349 shares; 2025Q2: 15,611 shares; 2025Q3: 15,964 shares; 2025Q4: 18,228 shares 18,228 $6.39M 0.18% +2,264 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: 60,448 shares; 2024Q4: 60,482 shares; 2025Q1: 60,056 shares; 2025Q2: 63,168 shares; 2025Q3: 64,834 shares; 2025Q4: 64,846 shares 64,846 $6.24M 0.17% +12 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,884 shares; 2024Q4: 63,937 shares; 2025Q1: 63,348 shares; 2025Q2: 62,169 shares; 2025Q3: 61,135 shares; 2025Q4: 60,558 shares 60,558 $6.2M 0.17% -577 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: 114,925 shares; 2024Q4: 112,330 shares; 2025Q1: 109,728 shares; 2025Q2: 109,368 shares; 2025Q3: 108,352 shares; 2025Q4: 105,107 shares 105,107 $6.16M 0.17% -3,245 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: 1,998 shares; 2024Q4: 2,106 shares; 2025Q1: 2,057 shares; 2025Q2: 11,757 shares; 2025Q3: 12,499 shares; 2025Q4: 11,894 shares 11,894 $6.07M 0.17% -605 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,007 shares; 2024Q4: 99,645 shares; 2025Q1: 104,455 shares; 2025Q2: 104,796 shares; 2025Q3: 112,023 shares; 2025Q4: 119,715 shares 119,715 $5.94M 0.16% +7,692 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: 48,830 shares; 2024Q4: 48,849 shares; 2025Q1: 47,740 shares; 2025Q2: 47,888 shares; 2025Q3: 47,151 shares; 2025Q4: 45,452 shares 45,452 $5.87M 0.16% -1,699 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: 15,165 shares; 2024Q4: 15,165 shares; 2025Q1: 15,161 shares; 2025Q2: 14,469 shares; 2025Q3: 14,360 shares; 2025Q4: 15,040 shares 15,040 $5.85M 0.16% +680 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: 131,350 shares; 2024Q4: 133,461 shares; 2025Q1: 135,410 shares; 2025Q2: 145,564 shares; 2025Q3: 158,781 shares; 2025Q4: 69,134 shares 69,134 $5.82M 0.16% -89,647 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,612 shares; 2024Q4: 87,612 shares; 2025Q1: 123,140 shares; 2025Q2: 123,628 shares; 2025Q3: 123,390 shares; 2025Q4: 122,318 shares 122,318 $5.73M 0.16% -1,072 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,515 shares; 2024Q4: 11,909 shares; 2025Q1: 11,940 shares; 2025Q2: 14,016 shares; 2025Q3: 14,657 shares; 2025Q4: 16,030 shares 16,030 $5.66M 0.16% +1,373 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: 45,014 shares; 2024Q4: 31,783 shares; 2025Q1: 32,627 shares; 2025Q2: 36,694 shares; 2025Q3: 35,814 shares; 2025Q4: 47,012 shares 47,012 $5.65M 0.16% +11,198 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: 7,732 shares; 2024Q4: 15,860 shares; 2025Q1: 16,350 shares; 2025Q2: 19,139 shares; 2025Q3: 19,060 shares; 2025Q4: 18,559 shares 18,559 $5.64M 0.16% -501 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: 107,066 shares; 2024Q4: 50,669 shares; 2025Q1: 50,134 shares; 2025Q2: 50,497 shares; 2025Q3: 46,956 shares; 2025Q4: 44,715 shares 44,715 $5.6M 0.15% -2,241 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: 16,427 shares; 2024Q4: 66,388 shares; 2025Q1: 65,821 shares; 2025Q2: 68,536 shares; 2025Q3: 74,212 shares; 2025Q4: 118,907 shares 118,907 $5.6M 0.15% +44,695 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,415 shares; 2024Q4: 41,415 shares; 2025Q1: 44,615 shares; 2025Q2: 68,615 shares; 2025Q3: 65,615 shares; 2025Q4: 65,615 shares 65,615 $5.58M 0.15% 0 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: 43,500 shares; 2024Q4: 41,575 shares; 2025Q1: 41,494 shares; 2025Q2: 41,194 shares; 2025Q3: 41,167 shares; 2025Q4: 40,791 shares 40,791 $5.51M 0.15% -376 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: 51,351 shares; 2024Q4: 48,310 shares; 2025Q1: 52,601 shares; 2025Q2: 51,580 shares; 2025Q3: 48,195 shares; 2025Q4: 47,405 shares 47,405 $5.39M 0.15% -790 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: 147,540 shares; 2024Q4: 143,503 shares; 2025Q1: 140,528 shares; 2025Q2: 153,132 shares; 2025Q3: 152,279 shares; 2025Q4: 131,775 shares 131,775 $5.37M 0.15% -20,504 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,643 shares; 2024Q4: 18,610 shares; 2025Q1: 18,510 shares; 2025Q2: 18,930 shares; 2025Q3: 17,274 shares; 2025Q4: 17,269 shares 17,269 $5.36M 0.15% -5 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,092 shares; 2024Q4: 11,097 shares; 2025Q1: 11,267 shares; 2025Q2: 11,020 shares; 2025Q3: 11,020 shares; 2025Q4: 11,254 shares 11,254 $5.33M 0.15% +234 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,033 shares; 2024Q4: 33,462 shares; 2025Q1: 32,099 shares; 2025Q2: 31,246 shares; 2025Q3: 30,532 shares; 2025Q4: 28,363 shares 28,363 $5.14M 0.14% -2,169 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 156,753 shares; 2025Q3: 153,649 shares; 2025Q4: 152,891 shares 152,891 $4.99M 0.14% -758 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: 18,038 shares; 2024Q4: 17,817 shares; 2025Q1: 18,002 shares; 2025Q2: 17,644 shares; 2025Q3: 16,087 shares; 2025Q4: 15,877 shares 15,877 $4.96M 0.14% -210 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,895 shares; 2024Q4: 18,662 shares; 2025Q1: 18,808 shares; 2025Q2: 17,965 shares; 2025Q3: 17,667 shares; 2025Q4: 17,046 shares 17,046 $4.92M 0.14% -621 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 127,890 shares; 2025Q3: 123,912 shares; 2025Q4: 123,326 shares 123,326 $4.88M 0.13% -586 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: 332,674 shares; 2024Q4: 314,050 shares; 2025Q1: 279,026 shares; 2025Q2: 253,144 shares; 2025Q3: 196,064 shares; 2025Q4: 193,741 shares 193,741 $4.81M 0.13% -2,323 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: 30,633 shares; 2024Q4: 30,645 shares; 2025Q1: 29,857 shares; 2025Q2: 52,283 shares; 2025Q3: 52,849 shares; 2025Q4: 53,297 shares 53,297 $4.77M 0.13% +448 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,329 shares; 2024Q4: 22,694 shares; 2025Q1: 29,329 shares; 2025Q2: 30,498 shares; 2025Q3: 42,240 shares; 2025Q4: 55,093 shares 55,093 $4.66M 0.13% +12,853 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: 27,386 shares; 2024Q4: 27,569 shares; 2025Q1: 27,457 shares; 2025Q2: 28,978 shares; 2025Q3: 29,115 shares; 2025Q4: 29,015 shares 29,015 $4.65M 0.13% -100 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 32,053 shares 32,053 $4.64M 0.13% new Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,744 shares; 2024Q4: 13,744 shares; 2025Q1: 13,719 shares; 2025Q2: 14,319 shares; 2025Q3: 14,690 shares; 2025Q4: 32,212 shares 32,212 $4.64M 0.13% +17,522 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 103,000 shares; 2024Q4: 107,000 shares; 2025Q1: 147,000 shares; 2025Q2: 191,000 shares; 2025Q3: 75,832 shares; 2025Q4: 53,332 shares 53,332 $4.63M 0.13% -22,500 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: 60,381 shares; 2024Q4: 59,268 shares; 2025Q1: 59,304 shares; 2025Q2: 57,546 shares; 2025Q3: 46,949 shares; 2025Q4: 46,325 shares 46,325 $4.59M 0.13% -624 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,531 shares; 2024Q4: 2,671 shares; 2025Q1: 2,647 shares; 2025Q2: 8,421 shares; 2025Q3: 8,803 shares; 2025Q4: 9,406 shares 9,406 $4.59M 0.13% +603 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: 15,211 shares; 2024Q4: 15,093 shares; 2025Q1: 15,047 shares; 2025Q2: 22,361 shares; 2025Q3: 21,506 shares; 2025Q4: 19,891 shares 19,891 $4.53M 0.12% -1,615 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,041 shares; 2024Q4: 24,898 shares; 2025Q1: 22,658 shares; 2025Q2: 21,885 shares; 2025Q3: 21,358 shares; 2025Q4: 20,835 shares 20,835 $4.52M 0.12% -523 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27,529 shares; 2025Q3: 38,620 shares; 2025Q4: 48,940 shares 48,940 $4.47M 0.12% +10,320 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: 249,261 shares; 2024Q4: 199,662 shares; 2025Q1: 193,764 shares; 2025Q2: 214,238 shares; 2025Q3: 206,071 shares; 2025Q4: 177,905 shares 177,905 $4.43M 0.12% -28,166 Timeline MGV 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: 43,374 shares; 2024Q4: 38,374 shares; 2025Q1: 38,374 shares; 2025Q2: 38,572 shares; 2025Q3: 38,724 shares; 2025Q4: 31,324 shares 31,324 $4.42M 0.12% -7,400 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 186,000 shares; 2024Q4: 162,307 shares; 2025Q1: 258,543 shares; 2025Q2: 345,108 shares; 2025Q3: 172,388 shares; 2025Q4: 156,218 shares 156,218 $4.41M 0.12% -16,170 Timeline UBSI UNITED BANKSHARES INC WEST V More: the full row for UNITED BANKSHARES INC WEST V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 120,530 shares; 2024Q4: 119,764 shares; 2025Q1: 119,166 shares; 2025Q2: 119,098 shares; 2025Q3: 117,528 shares; 2025Q4: 114,719 shares 114,719 $4.41M 0.12% -2,809 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 211,729 shares; 2024Q4: 158,974 shares; 2025Q1: 152,374 shares; 2025Q2: 149,447 shares; 2025Q3: 143,077 shares; 2025Q4: 81,361 shares 81,361 $4.38M 0.12% -61,716 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: 4,178 shares; 2024Q4: 4,883 shares; 2025Q1: 4,953 shares; 2025Q2: 12,558 shares; 2025Q3: 12,533 shares; 2025Q4: 11,814 shares 11,814 $4.37M 0.12% -719 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: 22,114 shares; 2024Q4: 21,956 shares; 2025Q1: 22,031 shares; 2025Q2: 21,748 shares; 2025Q3: 21,268 shares; 2025Q4: 20,303 shares 20,303 $4.31M 0.12% -965 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,036 shares; 2024Q4: 68,610 shares; 2025Q1: 60,110 shares; 2025Q2: 80,706 shares; 2025Q3: 89,939 shares; 2025Q4: 68,825 shares 68,825 $4.3M 0.12% -21,114 Timeline CWB 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: 46,266 shares; 2024Q4: 46,431 shares; 2025Q1: 46,556 shares; 2025Q2: 46,478 shares; 2025Q3: 47,485 shares; 2025Q4: 47,699 shares 47,699 $4.25M 0.12% +214 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: 51,770 shares; 2024Q4: 52,025 shares; 2025Q1: 51,403 shares; 2025Q2: 54,012 shares; 2025Q3: 53,785 shares; 2025Q4: 48,545 shares 48,545 $4.23M 0.12% -5,240 Timeline GVA GRANITE CONSTR INC More: the full row for GRANITE CONSTR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,422 shares; 2024Q4: 35,422 shares; 2025Q1: 35,422 shares; 2025Q2: 35,422 shares; 2025Q3: 35,422 shares; 2025Q4: 35,422 shares 35,422 $4.09M 0.11% 0 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: 28,899 shares; 2024Q4: 28,934 shares; 2025Q1: 29,691 shares; 2025Q2: 29,592 shares; 2025Q3: 30,252 shares; 2025Q4: 30,065 shares 30,065 $3.99M 0.11% -187 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,041 shares; 2024Q4: 2,881 shares; 2025Q1: 2,896 shares; 2025Q2: 16,611 shares; 2025Q3: 22,503 shares; 2025Q4: 22,366 shares 22,366 $3.93M 0.11% -137 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: 160,415 shares; 2024Q4: 130,625 shares; 2025Q1: 126,369 shares; 2025Q2: 159,309 shares; 2025Q3: 141,949 shares; 2025Q4: 142,673 shares 142,673 $3.92M 0.11% +724 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,595 shares; 2025Q3: 8,022 shares; 2025Q4: 80,186 shares 80,186 $3.8M 0.1% +72,164 Timeline MOG-A MOOG INC More: the full row for MOOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,248 shares; 2024Q4: 22,198 shares; 2025Q1: 22,198 shares; 2025Q2: 22,198 shares; 2025Q3: 22,198 shares; 2025Q4: 15,323 shares 15,323 $3.73M 0.1% -6,875 Timeline SUSC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 140,348 shares; 2024Q4: 147,193 shares; 2025Q1: 143,139 shares; 2025Q2: 148,213 shares; 2025Q3: 153,804 shares; 2025Q4: 157,393 shares 157,393 $3.68M 0.1% +3,589 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,718 shares; 2024Q4: 40,633 shares; 2025Q1: 47,465 shares; 2025Q2: 49,306 shares; 2025Q3: 13,261 shares; 2025Q4: 12,073 shares 12,073 $3.65M 0.1% -1,188 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,878 shares; 2024Q4: 26,834 shares; 2025Q1: 26,995 shares; 2025Q2: 26,123 shares; 2025Q3: 26,143 shares; 2025Q4: 26,256 shares 26,256 $3.6M 0.1% +113 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: 5,561 shares; 2024Q4: 6,582 shares; 2025Q1: 5,590 shares; 2025Q2: 4,290 shares; 2025Q3: 4,441 shares; 2025Q4: 6,129 shares 6,129 $3.56M 0.1% +1,688 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: 24,697 shares; 2024Q4: 24,612 shares; 2025Q1: 25,130 shares; 2025Q2: 26,130 shares; 2025Q3: 25,597 shares; 2025Q4: 27,696 shares 27,696 $3.53M 0.1% +2,099 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: not reported; 2024Q4: not reported; 2025Q1: 19,332 shares; 2025Q2: 14,832 shares; 2025Q3: 15,305 shares; 2025Q4: 15,360 shares 15,360 $3.37M 0.09% +55 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: 36,889 shares; 2024Q4: 36,226 shares; 2025Q1: 35,524 shares; 2025Q2: 42,222 shares; 2025Q3: 36,384 shares; 2025Q4: 35,433 shares 35,433 $3.3M 0.09% -951 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,348 shares; 2024Q4: 9,422 shares; 2025Q1: 9,280 shares; 2025Q2: 7,750 shares; 2025Q3: 29,762 shares; 2025Q4: 41,080 shares 41,080 $3.28M 0.09% +11,318 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: 21,122 shares; 2024Q4: 21,223 shares; 2025Q1: 21,042 shares; 2025Q2: 26,964 shares; 2025Q3: 22,702 shares; 2025Q4: 20,017 shares 20,017 $3.26M 0.09% -2,685 Timeline ONON ON HLDG AG More: the full row for ON HLDG AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 103,282 shares; 2024Q4: 68,882 shares; 2025Q1: 68,882 shares; 2025Q2: 69,303 shares; 2025Q3: 69,303 shares; 2025Q4: 69,303 shares 69,303 $3.22M 0.09% 0 Timeline AIT APPLIED INDL TECHNOLOGIES IN More: the full row for APPLIED INDL TECHNOLOGIES IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,705 shares; 2024Q4: 14,705 shares; 2025Q1: 14,705 shares; 2025Q2: 12,005 shares; 2025Q3: 12,005 shares; 2025Q4: 12,005 shares 12,005 $3.08M 0.08% 0 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,675 shares; 2024Q4: 34,376 shares; 2025Q1: 34,350 shares; 2025Q2: 34,133 shares; 2025Q3: 34,650 shares; 2025Q4: 34,984 shares 34,984 $3.06M 0.08% +334 Timeline FBNC FIRST BANCORP N C More: the full row for FIRST BANCORP N C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,108 shares; 2024Q4: 60,108 shares; 2025Q1: 60,108 shares; 2025Q2: 60,108 shares; 2025Q3: 60,108 shares; 2025Q4: 60,108 shares 60,108 $3.05M 0.08% 0 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4 shares; 2025Q1: 4 shares; 2025Q2: 4 shares; 2025Q3: 4 shares; 2025Q4: 4 shares 4 $3.02M 0.08% 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: 13,590 shares; 2024Q4: 13,178 shares; 2025Q1: 12,845 shares; 2025Q2: 12,747 shares; 2025Q3: 13,860 shares; 2025Q4: 17,565 shares 17,565 $3M 0.08% +3,705 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,428 shares; 2024Q4: 71,253 shares; 2025Q1: 70,449 shares; 2025Q2: 75,061 shares; 2025Q3: 72,660 shares; 2025Q4: 64,496 shares 64,496 $3M 0.08% -8,164 Timeline VCLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,972 shares; 2024Q4: 38,504 shares; 2025Q1: 38,437 shares; 2025Q2: 40,017 shares; 2025Q3: 39,527 shares; 2025Q4: 39,524 shares 39,524 $3M 0.08% -3 Timeline CMDY ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 30,000 shares; 2025Q3: 60,700 shares; 2025Q4: 60,700 shares 60,700 $2.96M 0.08% 0 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 26,338 shares; 2025Q3: 36,906 shares; 2025Q4: 29,473 shares 29,473 $2.96M 0.08% -7,433 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,774 shares; 2024Q4: 4,331 shares; 2025Q1: 4,487 shares; 2025Q2: 4,846 shares; 2025Q3: 4,779 shares; 2025Q4: 4,897 shares 4,897 $2.95M 0.08% +118 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 144,174 shares; 2024Q4: 152,029 shares; 2025Q1: 154,341 shares; 2025Q2: 235,674 shares; 2025Q3: 168,633 shares; 2025Q4: 168,633 shares 168,633 $2.93M 0.08% 0 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97,864 shares; 2024Q4: 91,865 shares; 2025Q1: 75,171 shares; 2025Q2: 68,491 shares; 2025Q3: 64,173 shares; 2025Q4: 59,259 shares 59,259 $2.92M 0.08% -4,914 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: 125,832 shares; 2024Q4: 103,249 shares; 2025Q1: 91,573 shares; 2025Q2: 88,770 shares; 2025Q3: 81,292 shares; 2025Q4: 78,280 shares 78,280 $2.89M 0.08% -3,012 Timeline HYS PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,968 shares; 2025Q3: 24,164 shares; 2025Q4: 30,201 shares 30,201 $2.86M 0.08% +6,037 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,391 shares; 2024Q4: 30,580 shares; 2025Q1: 30,296 shares; 2025Q2: 29,178 shares; 2025Q3: 30,044 shares; 2025Q4: 29,782 shares 29,782 $2.83M 0.08% -262 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: 6,472 shares; 2024Q4: 6,591 shares; 2025Q1: 6,468 shares; 2025Q2: 35,747 shares; 2025Q3: 32,368 shares; 2025Q4: 30,762 shares 30,762 $2.81M 0.08% -1,606 Timeline ESML 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: 66,290 shares; 2024Q4: 58,682 shares; 2025Q1: 65,007 shares; 2025Q2: 63,882 shares; 2025Q3: 61,787 shares; 2025Q4: 60,191 shares 60,191 $2.77M 0.08% -1,596 Timeline DOCN DIGITALOCEAN HLDGS INC More: the full row for DIGITALOCEAN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 24,200 shares; 2025Q2: 24,200 shares; 2025Q3: 57,200 shares; 2025Q4: 57,200 shares 57,200 $2.75M 0.08% 0 Timeline VRP INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 70,279 shares; 2025Q3: 85,280 shares; 2025Q4: 112,908 shares 112,908 $2.75M 0.08% +27,628 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: 166,561 shares; 2024Q4: 55,297 shares; 2025Q1: 47,059 shares; 2025Q2: 42,352 shares; 2025Q3: 37,942 shares; 2025Q4: 34,414 shares 34,414 $2.73M 0.08% -3,528 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: 4,781 shares; 2024Q4: 4,817 shares; 2025Q1: 4,746 shares; 2025Q2: 15,254 shares; 2025Q3: 14,985 shares; 2025Q4: 12,382 shares 12,382 $2.72M 0.07% -2,603 Timeline CAVA CAVA GROUP INC More: the full row for CAVA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,800 shares; 2024Q4: not reported; 2025Q1: 23,000 shares; 2025Q2: 45,100 shares; 2025Q3: 45,112 shares; 2025Q4: 45,105 shares 45,105 $2.65M 0.07% -7 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: 15,439 shares; 2024Q4: 15,395 shares; 2025Q1: 15,126 shares; 2025Q2: 17,991 shares; 2025Q3: 18,459 shares; 2025Q4: 18,488 shares 18,488 $2.61M 0.07% +29 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,900 shares; 2025Q1: 11,965 shares; 2025Q2: 11,965 shares; 2025Q3: 12,187 shares; 2025Q4: 13,559 shares 13,559 $2.6M 0.07% +1,372 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 391 shares; 2024Q4: 391 shares; 2025Q1: 461 shares; 2025Q2: 2,785 shares; 2025Q3: 2,826 shares; 2025Q4: 3,432 shares 3,432 $2.59M 0.07% +606 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: 18,326 shares; 2024Q4: 18,347 shares; 2025Q1: 18,147 shares; 2025Q2: 18,171 shares; 2025Q3: 18,190 shares; 2025Q4: 18,211 shares 18,211 $2.57M 0.07% +21 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: 37,891 shares; 2024Q4: 38,591 shares; 2025Q1: 38,279 shares; 2025Q2: 39,635 shares; 2025Q3: 43,882 shares; 2025Q4: 44,020 shares 44,020 $2.54M 0.07% +138 Timeline ANF ABERCROMBIE & FITCH CO More: the full row for ABERCROMBIE & FITCH CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,500 shares; 2025Q4: 20,000 shares 20,000 $2.52M 0.07% +8,500 Timeline ATMU ATMUS FILTRATION TECHNOLOGIE More: the full row for ATMUS FILTRATION TECHNOLOGIE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,400 shares; 2024Q4: 48,400 shares; 2025Q1: 48,400 shares; 2025Q2: 48,400 shares; 2025Q3: 48,400 shares; 2025Q4: 48,400 shares 48,400 $2.51M 0.07% 0 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: 21,370 shares; 2024Q4: 21,283 shares; 2025Q1: 21,701 shares; 2025Q2: 22,814 shares; 2025Q3: 22,772 shares; 2025Q4: 22,049 shares 22,049 $2.51M 0.07% -723 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,981 shares; 2024Q4: 26,763 shares; 2025Q1: 25,811 shares; 2025Q2: 24,057 shares; 2025Q3: 22,466 shares; 2025Q4: 21,961 shares 21,961 $2.48M 0.07% -505 Timeline GVI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,287 shares; 2025Q2: 8,502 shares; 2025Q3: 16,870 shares; 2025Q4: 22,995 shares 22,995 $2.47M 0.07% +6,125 Timeline HWKN HAWKINS INC More: the full row for HAWKINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,350 shares; 2024Q4: 18,350 shares; 2025Q1: 18,350 shares; 2025Q2: 18,350 shares; 2025Q3: 19,846 shares; 2025Q4: 17,338 shares 17,338 $2.46M 0.07% -2,508 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,059 shares; 2024Q4: 11,992 shares; 2025Q1: 11,927 shares; 2025Q2: 11,523 shares; 2025Q3: 11,184 shares; 2025Q4: 10,649 shares 10,649 $2.44M 0.07% -535 Timeline BOX BOX INC More: the full row for BOX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,254 shares; 2024Q4: 81,254 shares; 2025Q1: 81,254 shares; 2025Q2: 81,254 shares; 2025Q3: 81,254 shares; 2025Q4: 81,254 shares 81,254 $2.43M 0.07% 0 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 28,034 shares; 2025Q4: 55,034 shares 55,034 $2.41M 0.07% +27,000 Timeline NBIX NEUROCRINE BIOSCIENCES INC More: the full row for NEUROCRINE BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,000 shares; 2025Q4: 17,000 shares 17,000 $2.41M 0.07% +8,000 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 118,621 shares; 2025Q3: 118,007 shares; 2025Q4: 85,202 shares 85,202 $2.34M 0.06% -32,805 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,470 shares; 2024Q4: 5,970 shares; 2025Q1: 6,249 shares; 2025Q2: 7,079 shares; 2025Q3: 6,923 shares; 2025Q4: 5,957 shares 5,957 $2.32M 0.06% -966 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,262 shares; 2024Q4: 91,203 shares; 2025Q1: 87,704 shares; 2025Q2: 90,244 shares; 2025Q3: 100,424 shares; 2025Q4: 100,424 shares 100,424 $2.31M 0.06% 0 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: 6,473 shares; 2024Q4: 7,126 shares; 2025Q1: 7,815 shares; 2025Q2: 15,450 shares; 2025Q3: 14,944 shares; 2025Q4: 13,969 shares 13,969 $2.27M 0.06% -975 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: 20,526 shares; 2024Q4: 19,787 shares; 2025Q1: 19,557 shares; 2025Q2: 24,785 shares; 2025Q3: 20,464 shares; 2025Q4: 18,483 shares 18,483 $2.27M 0.06% -1,981 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,158 shares; 2024Q4: 13,147 shares; 2025Q1: 12,676 shares; 2025Q2: 13,053 shares; 2025Q3: 12,335 shares; 2025Q4: 12,210 shares 12,210 $2.27M 0.06% -125 Timeline VRNS VARONIS SYS INC More: the full row for VARONIS SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,161 shares; 2024Q4: 81,200 shares; 2025Q1: 81,200 shares; 2025Q2: 81,200 shares; 2025Q3: 68,200 shares; 2025Q4: 68,200 shares 68,200 $2.24M 0.06% 0 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,591 shares; 2024Q4: 2,804 shares; 2025Q1: 3,250 shares; 2025Q2: 9,912 shares; 2025Q3: 10,368 shares; 2025Q4: 15,546 shares 15,546 $2.23M 0.06% +5,178 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,535 shares; 2024Q4: 8,517 shares; 2025Q1: 8,811 shares; 2025Q2: 9,241 shares; 2025Q3: 9,063 shares; 2025Q4: 8,288 shares 8,288 $2.22M 0.06% -775 Timeline AGX ARGAN INC More: the full row for ARGAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,274 shares; 2024Q4: 16,000 shares; 2025Q1: 16,000 shares; 2025Q2: 11,200 shares; 2025Q3: 11,185 shares; 2025Q4: 7,085 shares 7,085 $2.22M 0.06% -4,100 Timeline AUB ATLANTIC UN BANKSHARES CORP More: the full row for ATLANTIC UN BANKSHARES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,665 shares; 2024Q4: 62,700 shares; 2025Q1: 62,700 shares; 2025Q2: 62,700 shares; 2025Q3: 62,700 shares; 2025Q4: 62,700 shares 62,700 $2.21M 0.06% 0 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: 2,828 shares; 2024Q4: 2,773 shares; 2025Q1: 2,773 shares; 2025Q2: 2,818 shares; 2025Q3: 2,808 shares; 2025Q4: 2,657 shares 2,657 $2.18M 0.06% -151 Timeline CRK COMSTOCK RES INC More: the full row for COMSTOCK RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 149,549 shares; 2024Q4: 149,549 shares; 2025Q1: 149,549 shares; 2025Q2: 56,549 shares; 2025Q3: 92,549 shares; 2025Q4: 92,549 shares 92,549 $2.15M 0.06% 0 Timeline OSIS OSI SYSTEMS INC More: the full row for OSI SYSTEMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,427 shares; 2024Q4: 13,427 shares; 2025Q1: 13,427 shares; 2025Q2: 13,427 shares; 2025Q3: 13,427 shares; 2025Q4: 8,327 shares 8,327 $2.12M 0.06% -5,100 Timeline MGC 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: 8,423 shares; 2024Q4: 8,423 shares; 2025Q1: 8,423 shares; 2025Q2: 8,423 shares; 2025Q3: 8,423 shares; 2025Q4: 8,423 shares 8,423 $2.12M 0.06% 0 Timeline POWL POWELL INDS INC More: the full row for POWELL INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,800 shares; 2025Q2: 4,800 shares; 2025Q3: 6,600 shares; 2025Q4: 6,600 shares 6,600 $2.1M 0.06% 0 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,480 shares; 2024Q4: 13,352 shares; 2025Q1: 13,602 shares; 2025Q2: 14,797 shares; 2025Q3: 10,951 shares; 2025Q4: 10,583 shares 10,583 $2.1M 0.06% -368 Timeline AAON AAON INC More: the full row for AAON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,839 shares; 2024Q4: 27,500 shares; 2025Q1: 27,500 shares; 2025Q2: 27,500 shares; 2025Q3: 27,500 shares; 2025Q4: 27,500 shares 27,500 $2.1M 0.06% 0 Timeline ACAD ACADIA PHARMACEUTICALS INC More: the full row for ACADIA PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,800 shares; 2024Q4: 51,800 shares; 2025Q1: 51,800 shares; 2025Q2: 78,200 shares; 2025Q3: 78,200 shares; 2025Q4: 78,200 shares 78,200 $2.09M 0.06% 0 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: not reported; 2024Q4: not reported; 2025Q1: 140 shares; 2025Q2: 532 shares; 2025Q3: 418 shares; 2025Q4: 389 shares 389 $2.08M 0.06% -29 Timeline BMRN BIOMARIN PHARMACEUTICAL INC More: the full row for BIOMARIN PHARMACEUTICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,000 shares; 2025Q2: 35,000 shares; 2025Q3: 35,000 shares; 2025Q4: 35,000 shares 35,000 $2.08M 0.06% 0 Timeline ABCB AMERIS BANCORP More: the full row for AMERIS BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,827 shares; 2024Q4: 27,827 shares; 2025Q1: 27,827 shares; 2025Q2: 27,827 shares; 2025Q3: 27,827 shares; 2025Q4: 27,827 shares 27,827 $2.07M 0.06% 0 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,805 shares; 2024Q4: 62,477 shares; 2025Q1: 59,137 shares; 2025Q2: 57,344 shares; 2025Q3: 57,255 shares; 2025Q4: 56,805 shares 56,805 $2.06M 0.06% -450 Timeline GPOR GULFPORT ENERGY CORP More: the full row for GULFPORT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,900 shares; 2024Q4: 9,900 shares; 2025Q1: 9,900 shares; 2025Q2: 9,900 shares; 2025Q3: 9,900 shares; 2025Q4: 9,900 shares 9,900 $2.06M 0.06% 0 Timeline VVV VALVOLINE INC More: the full row for VALVOLINE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 40,651 shares; 2025Q3: 40,651 shares; 2025Q4: 70,651 shares 70,651 $2.05M 0.06% +30,000 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,585 shares; 2024Q4: 10,365 shares; 2025Q1: 10,365 shares; 2025Q2: 10,365 shares; 2025Q3: 10,365 shares; 2025Q4: 10,216 shares 10,216 $2.04M 0.06% -149 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 40,000 shares 40,000 $2.02M 0.06% +30,000 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: 9,100 shares; 2024Q4: 9,600 shares; 2025Q1: 9,956 shares; 2025Q2: 10,066 shares; 2025Q3: 14,085 shares; 2025Q4: 11,293 shares 11,293 $2.01M 0.06% -2,792 Timeline CADE CADENCE BANK More: the full row for CADENCE BANK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,816 shares; 2024Q4: 46,816 shares; 2025Q1: 46,816 shares; 2025Q2: 46,816 shares; 2025Q3: 46,816 shares; 2025Q4: 46,816 shares 46,816 $2.01M 0.06% 0 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,788 shares; 2024Q4: 24,534 shares; 2025Q1: 24,584 shares; 2025Q2: 24,506 shares; 2025Q3: 23,988 shares; 2025Q4: 23,653 shares 23,653 $1.98M 0.05% -335 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: not reported; 2024Q4: not reported; 2025Q1: 40,900 shares; 2025Q2: 40,900 shares; 2025Q3: 78,000 shares; 2025Q4: 78,000 shares 78,000 $1.97M 0.05% 0 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,697 shares; 2024Q4: 11,697 shares; 2025Q1: 11,647 shares; 2025Q2: 11,647 shares; 2025Q3: 11,647 shares; 2025Q4: 11,647 shares 11,647 $1.97M 0.05% 0 Timeline PJT PJT PARTNERS INC More: the full row for PJT PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,736 shares; 2024Q4: 11,736 shares; 2025Q1: 11,736 shares; 2025Q2: 11,736 shares; 2025Q3: 11,736 shares; 2025Q4: 11,736 shares 11,736 $1.96M 0.05% 0 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: 7,505 shares; 2024Q4: 7,402 shares; 2025Q1: 7,412 shares; 2025Q2: 7,207 shares; 2025Q3: 7,084 shares; 2025Q4: 6,754 shares 6,754 $1.95M 0.05% -330 Timeline TTMI TTM TECHNOLOGIES INC More: the full row for TTM TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,291 shares; 2024Q4: 64,291 shares; 2025Q1: 64,291 shares; 2025Q2: 51,291 shares; 2025Q3: 39,800 shares; 2025Q4: 27,800 shares 27,800 $1.92M 0.05% -12,000 Timeline ONB OLD NATL BANCORP IND More: the full row for OLD NATL BANCORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,504 shares; 2024Q4: 52,504 shares; 2025Q1: 52,504 shares; 2025Q2: 85,504 shares; 2025Q3: 85,504 shares; 2025Q4: 85,504 shares 85,504 $1.91M 0.05% 0 Timeline ORA ORMAT TECHNOLOGIES INC More: the full row for ORMAT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,500 shares; 2024Q4: 22,500 shares; 2025Q1: 28,400 shares; 2025Q2: 28,400 shares; 2025Q3: 28,400 shares; 2025Q4: 17,200 shares 17,200 $1.9M 0.05% -11,200 Timeline MWA MUELLER WTR PRODS INC More: the full row for MUELLER WTR PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 57,751 shares; 2025Q4: 79,751 shares 79,751 $1.9M 0.05% +22,000 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: 7,013 shares; 2024Q4: 6,229 shares; 2025Q1: 6,245 shares; 2025Q2: 6,854 shares; 2025Q3: 6,891 shares; 2025Q4: 7,319 shares 7,319 $1.88M 0.05% +428 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: 20,068 shares; 2024Q4: 18,914 shares; 2025Q1: 17,594 shares; 2025Q2: 18,476 shares; 2025Q3: 20,554 shares; 2025Q4: 19,567 shares 19,567 $1.88M 0.05% -987 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,188 shares; 2024Q4: 9,378 shares; 2025Q1: 9,419 shares; 2025Q2: 9,607 shares; 2025Q3: 10,092 shares; 2025Q4: 8,826 shares 8,826 $1.87M 0.05% -1,266 Timeline PEN PENUMBRA INC More: the full row for PENUMBRA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,502 shares; 2025Q4: 6,000 shares 6,000 $1.87M 0.05% -1,502 Timeline SGRY SURGERY PARTNERS INC More: the full row for SURGERY PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,363 shares; 2024Q4: 39,363 shares; 2025Q1: 39,363 shares; 2025Q2: 120,000 shares; 2025Q3: 120,000 shares; 2025Q4: 120,000 shares 120,000 $1.85M 0.05% 0 Timeline MAMA MAMAS CREATIONS INC More: the full row for MAMAS CREATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 78,000 shares; 2025Q2: 136,500 shares; 2025Q3: 136,500 shares; 2025Q4: 136,500 shares 136,500 $1.84M 0.05% 0 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,428 shares; 2024Q4: 36,863 shares; 2025Q1: 36,002 shares; 2025Q2: 34,421 shares; 2025Q3: 31,799 shares; 2025Q4: 28,855 shares 28,855 $1.84M 0.05% -2,944 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,961 shares; 2024Q4: 7,920 shares; 2025Q1: 7,879 shares; 2025Q2: 7,920 shares; 2025Q3: 7,465 shares; 2025Q4: 7,435 shares 7,435 $1.84M 0.05% -30 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: 43,827 shares; 2024Q4: 38,863 shares; 2025Q1: 31,377 shares; 2025Q2: 31,154 shares; 2025Q3: 64,182 shares; 2025Q4: 61,268 shares 61,268 $1.83M 0.05% -2,914 Timeline GTX GARRETT MOTION INC More: the full row for GARRETT MOTION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 60,034 shares; 2025Q4: 105,034 shares 105,034 $1.83M 0.05% +45,000 Timeline VKTX VIKING THERAPEUTICS INC More: the full row for VIKING THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,800 shares; 2025Q1: 23,800 shares; 2025Q2: 52,000 shares; 2025Q3: 52,000 shares; 2025Q4: 52,000 shares 52,000 $1.83M 0.05% 0 Timeline VCTR VICTORY CAP HLDGS INC DEL More: the full row for VICTORY CAP HLDGS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,962 shares; 2024Q4: 28,962 shares; 2025Q1: 28,962 shares; 2025Q2: 29,433 shares; 2025Q3: 29,433 shares; 2025Q4: 28,962 shares 28,962 $1.83M 0.05% -471 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: 10,655 shares; 2024Q4: 10,066 shares; 2025Q1: 10,114 shares; 2025Q2: 10,013 shares; 2025Q3: 9,708 shares; 2025Q4: 7,098 shares 7,098 $1.83M 0.05% -2,610 Timeline BL BLACKLINE INC More: the full row for BLACKLINE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 22,000 shares; 2025Q2: 22,000 shares; 2025Q3: 22,000 shares; 2025Q4: 33,000 shares 33,000 $1.82M 0.05% +11,000 Timeline UCB UNITED CMNTY BKS BLAIRSVLE G More: the full row for UNITED CMNTY BKS BLAIRSVLE G Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 58,400 shares; 2025Q4: 58,400 shares 58,400 $1.82M 0.05% 0 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,913 shares; 2024Q4: 4,937 shares; 2025Q1: 4,970 shares; 2025Q2: 4,998 shares; 2025Q3: 5,013 shares; 2025Q4: 4,853 shares 4,853 $1.81M 0.05% -160 Timeline PINS PINTEREST INC More: the full row for PINTEREST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 70,876 shares; 2025Q4: 70,000 shares 70,000 $1.81M 0.05% -876 Timeline MGY MAGNOLIA OIL & GAS CORP More: the full row for MAGNOLIA OIL & GAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,138 shares; 2024Q4: 59,138 shares; 2025Q1: 59,138 shares; 2025Q2: 59,138 shares; 2025Q3: 82,138 shares; 2025Q4: 82,138 shares 82,138 $1.8M 0.05% 0 Timeline SFNC SIMMONS FIRST NATL CORP More: the full row for SIMMONS FIRST NATL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 94,400 shares; 2025Q4: 94,400 shares 94,400 $1.78M 0.05% 0 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: 15,875 shares; 2024Q4: 15,640 shares; 2025Q1: 6,360 shares; 2025Q2: 7,947 shares; 2025Q3: 7,875 shares; 2025Q4: 8,520 shares 8,520 $1.77M 0.05% +645 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,521 shares; 2024Q4: 105,700 shares; 2025Q1: 109,900 shares; 2025Q2: 110,157 shares; 2025Q3: 110,639 shares; 2025Q4: 106,917 shares 106,917 $1.76M 0.05% -3,722 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: 28,692 shares; 2024Q4: 28,052 shares; 2025Q1: 27,703 shares; 2025Q2: 29,014 shares; 2025Q3: 28,316 shares; 2025Q4: 26,218 shares 26,218 $1.76M 0.05% -2,098 Timeline POR PORTLAND GEN ELEC CO More: the full row for PORTLAND GEN ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,500 shares; 2025Q3: 36,500 shares; 2025Q4: 36,500 shares 36,500 $1.75M 0.05% 0 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: 156,171 shares; 2024Q4: 26,650 shares; 2025Q1: 22,897 shares; 2025Q2: 21,584 shares; 2025Q3: 27,069 shares; 2025Q4: 25,044 shares 25,044 $1.74M 0.05% -2,025 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,411 shares; 2024Q4: 19,849 shares; 2025Q1: 20,012 shares; 2025Q2: 19,699 shares; 2025Q3: 19,589 shares; 2025Q4: 19,287 shares 19,287 $1.73M 0.05% -302 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 566 shares; 2025Q3: 543 shares; 2025Q4: 505 shares 505 $1.71M 0.05% -38 Timeline AWI ARMSTRONG WORLD INDS INC NEW More: the full row for ARMSTRONG WORLD INDS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,797 shares; 2024Q4: 8,797 shares; 2025Q1: 8,797 shares; 2025Q2: 8,797 shares; 2025Q3: 8,797 shares; 2025Q4: 8,797 shares 8,797 $1.68M 0.05% 0 Timeline ROCK GIBRALTAR INDS INC More: the full row for GIBRALTAR INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,428 shares; 2024Q4: 24,428 shares; 2025Q1: 24,428 shares; 2025Q2: 24,428 shares; 2025Q3: 24,428 shares; 2025Q4: 33,928 shares 33,928 $1.68M 0.05% +9,500 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,166 shares; 2024Q4: 12,140 shares; 2025Q1: 17,687 shares; 2025Q2: 19,576 shares; 2025Q3: 21,602 shares; 2025Q4: 22,228 shares 22,228 $1.68M 0.05% +626 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: 43,367 shares; 2024Q4: 42,918 shares; 2025Q1: 41,997 shares; 2025Q2: 41,742 shares; 2025Q3: 42,126 shares; 2025Q4: 41,018 shares 41,018 $1.65M 0.05% -1,108 Timeline IMAX IMAX CORP More: the full row for IMAX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 18,100 shares; 2025Q2: 44,600 shares; 2025Q3: 44,600 shares; 2025Q4: 44,600 shares 44,600 $1.65M 0.05% 0 Timeline DON 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: 26,994 shares; 2024Q4: 27,072 shares; 2025Q1: 28,596 shares; 2025Q2: 30,615 shares; 2025Q3: 30,809 shares; 2025Q4: 31,779 shares 31,779 $1.64M 0.05% +970 Timeline IIIV I3 VERTICALS INC More: the full row for I3 VERTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,947 shares; 2024Q4: 64,947 shares; 2025Q1: 64,947 shares; 2025Q2: 64,947 shares; 2025Q3: 64,947 shares; 2025Q4: 64,947 shares 64,947 $1.64M 0.05% 0 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: 5,626 shares; 2024Q4: 5,557 shares; 2025Q1: 5,464 shares; 2025Q2: 5,425 shares; 2025Q3: 6,080 shares; 2025Q4: 5,927 shares 5,927 $1.63M 0.04% -153 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,256 shares; 2024Q4: 38,866 shares; 2025Q1: 37,481 shares; 2025Q2: 40,895 shares; 2025Q3: 39,308 shares; 2025Q4: 38,756 shares 38,756 $1.62M 0.04% -552 Timeline QLYS QUALYS INC More: the full row for QUALYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,656 shares; 2024Q4: 6,656 shares; 2025Q1: 6,656 shares; 2025Q2: 10,156 shares; 2025Q3: 10,156 shares; 2025Q4: 12,156 shares 12,156 $1.62M 0.04% +2,000 Timeline AXSM AXSOME THERAPEUTICS INC. More: the full row for AXSOME THERAPEUTICS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,300 shares; 2024Q4: 13,300 shares; 2025Q1: 13,300 shares; 2025Q2: 13,300 shares; 2025Q3: 13,300 shares; 2025Q4: 8,800 shares 8,800 $1.61M 0.04% -4,500 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: 3,568 shares; 2024Q4: 4,454 shares; 2025Q1: 5,378 shares; 2025Q2: 7,074 shares; 2025Q3: 7,472 shares; 2025Q4: 8,363 shares 8,363 $1.6M 0.04% +891 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: 1,135 shares; 2024Q4: 1,135 shares; 2025Q1: 1,135 shares; 2025Q2: 1,135 shares; 2025Q3: 1,318 shares; 2025Q4: 1,307 shares 1,307 $1.59M 0.04% -11 Timeline KRUS KURA SUSHI USA INC More: the full row for KURA SUSHI USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 24,300 shares; 2025Q2: 18,300 shares; 2025Q3: 18,300 shares; 2025Q4: 30,300 shares 30,300 $1.59M 0.04% +12,000 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,177 shares 19,177 $1.57M 0.04% new Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,526 shares; 2024Q4: 2,462 shares; 2025Q1: 2,462 shares; 2025Q2: 2,514 shares; 2025Q3: 5,663 shares; 2025Q4: 4,418 shares 4,418 $1.56M 0.04% -1,245 Timeline AVA AVISTA CORP More: the full row for AVISTA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,000 shares; 2024Q4: 30,000 shares; 2025Q1: 40,400 shares; 2025Q2: 40,400 shares; 2025Q3: 40,400 shares; 2025Q4: 40,400 shares 40,400 $1.56M 0.04% 0 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,907 shares; 2024Q4: 2,907 shares; 2025Q1: 2,907 shares; 2025Q2: 9,577 shares; 2025Q3: 8,440 shares; 2025Q4: 7,492 shares 7,492 $1.54M 0.04% -948 Timeline S SENTINELONE INC More: the full row for SENTINELONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,896 shares; 2024Q4: 56,896 shares; 2025Q1: 57,096 shares; 2025Q2: 57,096 shares; 2025Q3: 84,100 shares; 2025Q4: 102,600 shares 102,600 $1.54M 0.04% +18,500 Timeline MTDR MATADOR RES CO More: the full row for MATADOR RES CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,494 shares; 2024Q4: 20,494 shares; 2025Q1: 20,494 shares; 2025Q2: 35,994 shares; 2025Q3: 35,994 shares; 2025Q4: 35,994 shares 35,994 $1.53M 0.04% 0 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,050 shares; 2024Q4: 1,050 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,452 shares; 2025Q4: 12,730 shares 12,730 $1.52M 0.04% +6,278 Timeline FUL FULLER H B CO More: the full row for FULLER H B CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,700 shares; 2024Q4: 13,700 shares; 2025Q1: 13,700 shares; 2025Q2: 25,500 shares; 2025Q3: 25,500 shares; 2025Q4: 25,500 shares 25,500 $1.52M 0.04% 0 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: 22,137 shares; 2024Q4: 20,774 shares; 2025Q1: 20,160 shares; 2025Q2: 22,746 shares; 2025Q3: 26,054 shares; 2025Q4: 20,565 shares 20,565 $1.51M 0.04% -5,489 Timeline VTHR VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,005 shares; 2024Q4: 5,005 shares; 2025Q1: 5,005 shares; 2025Q2: 5,005 shares; 2025Q3: 5,005 shares; 2025Q4: 5,005 shares 5,005 $1.5M 0.04% 0 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: 4,901 shares; 2024Q4: 3,374 shares; 2025Q1: 3,147 shares; 2025Q2: 2,956 shares; 2025Q3: 2,536 shares; 2025Q4: 2,461 shares 2,461 $1.49M 0.04% -75 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,045 shares; 2024Q4: 21,413 shares; 2025Q1: 20,401 shares; 2025Q2: 26,484 shares; 2025Q3: 28,428 shares; 2025Q4: 27,192 shares 27,192 $1.49M 0.04% -1,236 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: 5,702 shares; 2024Q4: 6,316 shares; 2025Q1: 6,956 shares; 2025Q2: 8,575 shares; 2025Q3: 7,402 shares; 2025Q4: 6,749 shares 6,749 $1.48M 0.04% -653 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: 11,261 shares; 2024Q4: 10,804 shares; 2025Q1: 11,595 shares; 2025Q2: 12,810 shares; 2025Q3: 12,860 shares; 2025Q4: 11,949 shares 11,949 $1.47M 0.04% -911 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,893 shares; 2024Q4: 3,631 shares; 2025Q1: 15,998 shares; 2025Q2: 15,077 shares; 2025Q3: 14,878 shares; 2025Q4: 13,828 shares 13,828 $1.46M 0.04% -1,050 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,950 shares; 2024Q4: 8,101 shares; 2025Q1: 8,152 shares; 2025Q2: 9,452 shares; 2025Q3: 10,728 shares; 2025Q4: 10,278 shares 10,278 $1.45M 0.04% -450 Timeline AGGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,439 shares; 2024Q4: 14,099 shares; 2025Q1: 12,817 shares; 2025Q2: 13,204 shares; 2025Q3: 13,785 shares; 2025Q4: 13,785 shares 13,785 $1.44M 0.04% 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: 1,582 shares; 2024Q4: 634 shares; 2025Q1: 634 shares; 2025Q2: 3,753 shares; 2025Q3: 3,753 shares; 2025Q4: 3,729 shares 3,729 $1.44M 0.04% -24 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: 6,784 shares; 2024Q4: 7,675 shares; 2025Q1: 7,673 shares; 2025Q2: 7,551 shares; 2025Q3: 4,923 shares; 2025Q4: 4,913 shares 4,913 $1.44M 0.04% -10 Timeline HGV HILTON GRAND VACATIONS INC More: the full row for HILTON GRAND VACATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,122 shares; 2024Q4: 32,122 shares; 2025Q1: 32,122 shares; 2025Q2: 32,122 shares; 2025Q3: 32,122 shares; 2025Q4: 32,122 shares 32,122 $1.44M 0.04% 0 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,873 shares; 2024Q4: 20,921 shares; 2025Q1: 20,806 shares; 2025Q2: 20,633 shares; 2025Q3: 18,140 shares; 2025Q4: 14,561 shares 14,561 $1.42M 0.04% -3,579 Timeline CELH CELSIUS HLDGS INC More: the full row for CELSIUS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 31,009 shares; 2025Q4: 31,007 shares 31,007 $1.42M 0.04% -2 Timeline LMAT LEMAITRE VASCULAR INC More: the full row for LEMAITRE VASCULAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,600 shares; 2025Q2: 11,400 shares; 2025Q3: 17,400 shares; 2025Q4: 17,400 shares 17,400 $1.41M 0.04% 0 Timeline ARQT ARCUTIS BIOTHERAPEUTICS INC More: the full row for ARCUTIS BIOTHERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,700 shares; 2024Q4: 102,700 shares; 2025Q1: 102,700 shares; 2025Q2: 102,700 shares; 2025Q3: 71,700 shares; 2025Q4: 48,500 shares 48,500 $1.41M 0.04% -23,200 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,764 shares; 2024Q4: 38,665 shares; 2025Q1: 39,125 shares; 2025Q2: 43,329 shares; 2025Q3: 14,293 shares; 2025Q4: 10,138 shares 10,138 $1.4M 0.04% -4,155 Timeline STRF STRATEGY INC 10.00% SERIES A P More: the full row for STRATEGY INC 10.00% SERIES A P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,800 shares; 2025Q3: 13,800 shares; 2025Q4: 13,800 shares 13,800 $1.39M 0.04% 0 Timeline BANR BANNER CORP More: the full row for BANNER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,169 shares; 2024Q4: 22,169 shares; 2025Q1: 22,169 shares; 2025Q2: 22,169 shares; 2025Q3: 22,169 shares; 2025Q4: 22,169 shares 22,169 $1.39M 0.04% 0 Timeline IDYA IDEAYA BIOSCIENCES INC More: the full row for IDEAYA BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,200 shares; 2025Q4: 39,700 shares 39,700 $1.37M 0.04% +18,500 Timeline DES 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: 36,149 shares; 2024Q4: 36,190 shares; 2025Q1: 36,543 shares; 2025Q2: 38,958 shares; 2025Q3: 38,091 shares; 2025Q4: 40,913 shares 40,913 $1.37M 0.04% +2,822 Timeline QLD PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,600 shares; 2024Q4: 9,600 shares; 2025Q1: 9,600 shares; 2025Q2: 9,600 shares; 2025Q3: 9,600 shares; 2025Q4: 19,200 shares 19,200 $1.35M 0.04% +9,600 Timeline BZH BEAZER HOMES USA INC More: the full row for BEAZER HOMES USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 42,500 shares; 2025Q4: 66,500 shares 66,500 $1.35M 0.04% +24,000 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 151,139 shares; 2024Q4: 150,775 shares; 2025Q1: 113,808 shares; 2025Q2: 101,329 shares; 2025Q3: 73,990 shares; 2025Q4: 57,409 shares 57,409 $1.34M 0.04% -16,581 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,650 shares; 2024Q4: 7,647 shares; 2025Q1: 7,647 shares; 2025Q2: 8,047 shares; 2025Q3: 8,294 shares; 2025Q4: 8,214 shares 8,214 $1.34M 0.04% -80 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,624 shares; 2024Q4: 8,956 shares; 2025Q1: 8,268 shares; 2025Q2: 9,335 shares; 2025Q3: 12,747 shares; 2025Q4: 15,943 shares 15,943 $1.34M 0.04% +3,196 Timeline ESGE 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: 31,437 shares; 2024Q4: 32,227 shares; 2025Q1: 32,307 shares; 2025Q2: 31,107 shares; 2025Q3: 30,176 shares; 2025Q4: 30,176 shares 30,176 $1.33M 0.04% 0 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 54,950 shares 54,950 $1.33M 0.04% new 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: 31,000 shares; 2024Q4: 31,000 shares; 2025Q1: 31,000 shares; 2025Q2: 31,000 shares; 2025Q3: 39,711 shares; 2025Q4: 39,700 shares 39,700 $1.32M 0.04% -11 Timeline XNEAX NUVEEN AMT FREE QLTY MUN INC More: the full row for NUVEEN AMT FREE QLTY MUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 117,011 shares; 2024Q4: 113,635 shares; 2025Q1: 111,977 shares; 2025Q2: 112,518 shares; 2025Q3: 112,980 shares; 2025Q4: 113,280 shares 113,280 $1.32M 0.04% +300 Timeline RMBS RAMBUS INC DEL More: the full row for RAMBUS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,984 shares; 2024Q4: 10,984 shares; 2025Q1: 10,984 shares; 2025Q2: 27,984 shares; 2025Q3: 22,809 shares; 2025Q4: 14,300 shares 14,300 $1.31M 0.04% -8,509 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 53,977 shares 53,977 $1.31M 0.04% new Timeline CON CONCENTRA GROUP HOLDINGS PAR More: the full row for CONCENTRA GROUP HOLDINGS PAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 30,449 shares; 2025Q1: 66,449 shares; 2025Q2: 66,449 shares; 2025Q3: 66,449 shares; 2025Q4: 66,449 shares 66,449 $1.31M 0.04% 0 Timeline CPRX CATALYST PHARMACEUTICALS INC More: the full row for CATALYST PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,000 shares; 2025Q2: 56,000 shares; 2025Q3: 56,000 shares; 2025Q4: 56,000 shares 56,000 $1.31M 0.04% 0 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 51,091 shares 51,091 $1.3M 0.04% new 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: 7,921 shares; 2024Q4: 7,802 shares; 2025Q1: 8,286 shares; 2025Q2: 8,386 shares; 2025Q3: 8,513 shares; 2025Q4: 4,736 shares 4,736 $1.28M 0.04% -3,777 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: 14,816 shares; 2024Q4: 15,066 shares; 2025Q1: 15,066 shares; 2025Q2: 17,821 shares; 2025Q3: 17,704 shares; 2025Q4: 16,250 shares 16,250 $1.28M 0.04% -1,454 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,312 shares; 2025Q3: 17,312 shares; 2025Q4: 17,312 shares 17,312 $1.28M 0.04% 0 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: 16,318 shares; 2024Q4: 16,318 shares; 2025Q1: 16,318 shares; 2025Q2: 16,318 shares; 2025Q3: 16,318 shares; 2025Q4: 16,318 shares 16,318 $1.28M 0.04% 0 Timeline GEF GREIF INC More: the full row for GREIF INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,839 shares; 2024Q4: 9,839 shares; 2025Q1: 9,839 shares; 2025Q2: 9,839 shares; 2025Q3: 9,839 shares; 2025Q4: 18,839 shares 18,839 $1.28M 0.04% +9,000 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: 8,101 shares; 2024Q4: 8,398 shares; 2025Q1: 4,648 shares; 2025Q2: 4,737 shares; 2025Q3: 9,076 shares; 2025Q4: 10,923 shares 10,923 $1.27M 0.03% +1,847 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: 3,043 shares; 2024Q4: 3,007 shares; 2025Q1: 2,958 shares; 2025Q2: 2,928 shares; 2025Q3: 2,919 shares; 2025Q4: 2,824 shares 2,824 $1.26M 0.03% -95 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,196 shares; 2024Q4: 11,743 shares; 2025Q1: 11,508 shares; 2025Q2: 13,963 shares; 2025Q3: 14,248 shares; 2025Q4: 13,928 shares 13,928 $1.23M 0.03% -320 Timeline JBLU JETBLUE AIRWAYS CORP More: the full row for JETBLUE AIRWAYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 150,000 shares; 2025Q4: 270,000 shares 270,000 $1.23M 0.03% +120,000 Timeline KRE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,718 shares; 2024Q4: 20,718 shares; 2025Q1: 20,718 shares; 2025Q2: 20,538 shares; 2025Q3: 19,951 shares; 2025Q4: 18,751 shares 18,751 $1.22M 0.03% -1,200 Timeline FWRG FIRST WATCH RESTAURANT GROUP More: the full row for FIRST WATCH RESTAURANT GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,699 shares; 2024Q4: 68,699 shares; 2025Q1: 68,699 shares; 2025Q2: 79,699 shares; 2025Q3: 79,699 shares; 2025Q4: 79,699 shares 79,699 $1.2M 0.03% 0 Timeline FTRB FEDERATED HERMES ETF TRUST More: the full row for FEDERATED HERMES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,817 shares; 2025Q2: 21,043 shares; 2025Q3: 36,315 shares; 2025Q4: 46,872 shares 46,872 $1.19M 0.03% +10,557 Timeline ODD ODDITY TECH LTD More: the full row for ODDITY TECH LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,600 shares; 2024Q4: 18,600 shares; 2025Q1: 18,600 shares; 2025Q2: 18,600 shares; 2025Q3: 18,600 shares; 2025Q4: 29,600 shares 29,600 $1.19M 0.03% +11,000 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,766 shares; 2024Q4: 9,201 shares; 2025Q1: 9,351 shares; 2025Q2: 8,875 shares; 2025Q3: 8,875 shares; 2025Q4: 8,508 shares 8,508 $1.19M 0.03% -367 Timeline BDC BELDEN INC More: the full row for BELDEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,000 shares 10,000 $1.17M 0.03% new Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,460 shares; 2024Q4: 6,327 shares; 2025Q1: 6,327 shares; 2025Q2: 6,145 shares; 2025Q3: 6,079 shares; 2025Q4: 5,538 shares 5,538 $1.16M 0.03% -541 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 180,638 shares; 2024Q4: 143,418 shares; 2025Q1: 48,597 shares; 2025Q2: 41,496 shares; 2025Q3: 24,121 shares; 2025Q4: 19,777 shares 19,777 $1.15M 0.03% -4,344 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: 5,329 shares; 2024Q4: 4,464 shares; 2025Q1: 4,218 shares; 2025Q2: 5,000 shares; 2025Q3: 8,749 shares; 2025Q4: 9,672 shares 9,672 $1.13M 0.03% +923 Timeline CGON CG ONCOLOGY INC More: the full row for CG ONCOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27,000 shares; 2025Q3: 27,000 shares; 2025Q4: 27,000 shares 27,000 $1.12M 0.03% 0 Timeline EIG EMPLOYERS HLDGS INC More: the full row for EMPLOYERS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,600 shares; 2024Q4: 25,600 shares; 2025Q1: 25,600 shares; 2025Q2: 25,600 shares; 2025Q3: 25,600 shares; 2025Q4: 25,600 shares 25,600 $1.11M 0.03% 0 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,644 shares; 2024Q4: 3,840 shares; 2025Q1: 3,338 shares; 2025Q2: 3,269 shares; 2025Q3: 3,379 shares; 2025Q4: 3,412 shares 3,412 $1.1M 0.03% +33 Timeline PHR PHREESIA INC More: the full row for PHREESIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,000 shares; 2024Q4: 46,000 shares; 2025Q1: 46,000 shares; 2025Q2: 46,000 shares; 2025Q3: 64,500 shares; 2025Q4: 64,500 shares 64,500 $1.09M 0.03% 0 Timeline PBH PRESTIGE CONSMR HEALTHCARE I More: the full row for PRESTIGE CONSMR HEALTHCARE I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,109 shares; 2024Q4: 11,109 shares; 2025Q1: 11,109 shares; 2025Q2: 11,109 shares; 2025Q3: 17,609 shares; 2025Q4: 17,609 shares 17,609 $1.09M 0.03% 0 Timeline KFY KORN FERRY More: the full row for KORN FERRY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,945 shares; 2024Q4: 32,945 shares; 2025Q1: 32,945 shares; 2025Q2: 32,945 shares; 2025Q3: 32,945 shares; 2025Q4: 16,445 shares 16,445 $1.09M 0.03% -16,500 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,832 shares; 2024Q4: 12,175 shares; 2025Q1: 11,313 shares; 2025Q2: 10,779 shares; 2025Q3: 11,169 shares; 2025Q4: 9,817 shares 9,817 $1.08M 0.03% -1,352 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: 15,996 shares; 2024Q4: 15,950 shares; 2025Q1: 16,475 shares; 2025Q2: 15,668 shares; 2025Q3: 14,796 shares; 2025Q4: 16,995 shares 16,995 $1.08M 0.03% +2,199 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,616 shares; 2024Q4: 34,745 shares; 2025Q1: 34,685 shares; 2025Q2: 38,812 shares; 2025Q3: 38,812 shares; 2025Q4: 33,462 shares 33,462 $1.07M 0.03% -5,350 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,269 shares; 2024Q4: 12,324 shares; 2025Q1: 11,876 shares; 2025Q2: 11,765 shares; 2025Q3: 11,565 shares; 2025Q4: 11,554 shares 11,554 $1.07M 0.03% -11 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,776 shares; 2024Q4: 8,776 shares; 2025Q1: 8,776 shares; 2025Q2: 8,376 shares; 2025Q3: 8,361 shares; 2025Q4: 8,358 shares 8,358 $1.07M 0.03% -3 Timeline BNL BROADSTONE NET LEASE INC More: the full row for BROADSTONE NET LEASE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 61,000 shares; 2025Q4: 61,000 shares 61,000 $1.06M 0.03% 0 Timeline NOG NORTHERN OIL & GAS INC More: the full row for NORTHERN OIL & GAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,500 shares; 2024Q4: 30,500 shares; 2025Q1: 30,500 shares; 2025Q2: 52,500 shares; 2025Q3: 22,000 shares; 2025Q4: 48,500 shares 48,500 $1.04M 0.03% +26,500 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,329 shares; 2024Q4: 3,527 shares; 2025Q1: 3,487 shares; 2025Q2: 4,080 shares; 2025Q3: 5,399 shares; 2025Q4: 7,884 shares 7,884 $1.04M 0.03% +2,485 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,308 shares; 2025Q1: not reported; 2025Q2: 5,581 shares; 2025Q3: 5,659 shares; 2025Q4: 5,056 shares 5,056 $1.04M 0.03% -603 Timeline GRAL GRAIL INC More: the full row for GRAIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,300 shares; 2024Q4: 29,300 shares; 2025Q1: 32,000 shares; 2025Q2: 44,500 shares; 2025Q3: 44,500 shares; 2025Q4: 12,000 shares 12,000 $1.03M 0.03% -32,500 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: 17,027 shares; 2024Q4: 14,396 shares; 2025Q1: 14,302 shares; 2025Q2: 13,861 shares; 2025Q3: 14,244 shares; 2025Q4: 12,498 shares 12,498 $1.03M 0.03% -1,746 Timeline MTRN MATERION CORP More: the full row for MATERION CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,000 shares; 2025Q1: 8,200 shares; 2025Q2: 8,200 shares; 2025Q3: 8,200 shares; 2025Q4: 8,200 shares 8,200 $1.02M 0.03% 0 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,811 shares; 2024Q4: 3,760 shares; 2025Q1: 3,732 shares; 2025Q2: 3,671 shares; 2025Q3: 3,573 shares; 2025Q4: 3,571 shares 3,571 $1.02M 0.03% -2 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,709 shares; 2024Q4: 67,735 shares; 2025Q1: 68,727 shares; 2025Q2: 45,378 shares; 2025Q3: 33,778 shares; 2025Q4: 32,647 shares 32,647 $1.01M 0.03% -1,131 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,133 shares; 2025Q3: 3,104 shares; 2025Q4: 3,532 shares 3,532 $1.01M 0.03% +428 Timeline ASAN ASANA INC More: the full row for ASANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 35,000 shares; 2025Q4: 73,500 shares 73,500 $1.01M 0.03% +38,500 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: 9,675 shares; 2024Q4: 9,586 shares; 2025Q1: 9,586 shares; 2025Q2: 9,586 shares; 2025Q3: 9,599 shares; 2025Q4: 9,090 shares 9,090 $1M 0.03% -509 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 26,347 shares; 2025Q3: 41,423 shares; 2025Q4: 54,845 shares 54,845 $999K 0.03% +13,422 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,388 shares; 2025Q3: 13,985 shares; 2025Q4: 10,418 shares 10,418 $993K 0.03% -3,567 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: 11,923 shares; 2024Q4: 11,962 shares; 2025Q1: 11,962 shares; 2025Q2: 11,629 shares; 2025Q3: 11,647 shares; 2025Q4: 11,304 shares 11,304 $990K 0.03% -343 Timeline ELF E L F BEAUTY INC More: the full row for E L F BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,884 shares; 2024Q4: 8,884 shares; 2025Q1: 17,060 shares; 2025Q2: 13,063 shares; 2025Q3: 13,000 shares; 2025Q4: 13,000 shares 13,000 $989K 0.03% 0 Timeline NSA NATIONAL STORAGE AFFILIATES More: the full row for NATIONAL STORAGE AFFILIATES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,200 shares; 2024Q4: 17,700 shares; 2025Q1: 17,700 shares; 2025Q2: 35,000 shares; 2025Q3: 35,000 shares; 2025Q4: 35,000 shares 35,000 $987K 0.03% 0 Timeline PWP PERELLA WEINBERG PARTNERS More: the full row for PERELLA WEINBERG PARTNERS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 57,000 shares 57,000 $986K 0.03% new 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: 2,077 shares; 2024Q4: 2,102 shares; 2025Q1: 2,031 shares; 2025Q2: 2,025 shares; 2025Q3: 2,426 shares; 2025Q4: 2,889 shares 2,889 $973K 0.03% +463 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: 6,020 shares; 2024Q4: 5,733 shares; 2025Q1: 5,955 shares; 2025Q2: 6,531 shares; 2025Q3: 6,500 shares; 2025Q4: 3,948 shares 3,948 $972K 0.03% -2,552 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,000 shares; 2025Q2: 15,770 shares; 2025Q3: 15,915 shares; 2025Q4: 16,668 shares 16,668 $969K 0.03% +753 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,198 shares; 2024Q4: 13,212 shares; 2025Q1: 13,192 shares; 2025Q2: 12,189 shares; 2025Q3: 12,189 shares; 2025Q4: 12,071 shares 12,071 $956K 0.03% -118 Timeline TPYP TORTOISE CAPITAL SERIES TRUS More: the full row for TORTOISE CAPITAL SERIES TRUS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 26,976 shares; 2025Q4: 26,926 shares 26,926 $950K 0.03% -50 Timeline PRI PRIMERICA INC More: the full row for PRIMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,651 shares; 2024Q4: 3,651 shares; 2025Q1: 3,651 shares; 2025Q2: 3,651 shares; 2025Q3: 3,654 shares; 2025Q4: 3,651 shares 3,651 $943K 0.03% -3 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,931 shares; 2024Q4: 1,846 shares; 2025Q1: 1,699 shares; 2025Q2: 1,702 shares; 2025Q3: 1,700 shares; 2025Q4: 1,653 shares 1,653 $943K 0.03% -47 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,566 shares; 2024Q4: 9,364 shares; 2025Q1: 9,364 shares; 2025Q2: 10,864 shares; 2025Q3: 11,000 shares; 2025Q4: 21,984 shares 21,984 $938K 0.03% +10,984 Timeline NVG NUVEEN AMT FREE MUN CR INC F More: the full row for NUVEEN AMT FREE MUN CR INC F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,162 shares; 2024Q4: 73,162 shares; 2025Q1: 73,556 shares; 2025Q2: 73,556 shares; 2025Q3: 73,979 shares; 2025Q4: 73,979 shares 73,979 $937K 0.03% 0 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,752 shares; 2024Q4: 2,696 shares; 2025Q1: 2,835 shares; 2025Q2: 2,729 shares; 2025Q3: 3,083 shares; 2025Q4: 3,332 shares 3,332 $930K 0.03% +249 Timeline SBRA SABRA HEALTH CARE REIT INC More: the full row for SABRA HEALTH CARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,905 shares; 2024Q4: 48,905 shares; 2025Q1: 48,905 shares; 2025Q2: 48,905 shares; 2025Q3: 48,805 shares; 2025Q4: 48,805 shares 48,805 $924K 0.03% 0 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,094 shares; 2024Q4: 23,849 shares; 2025Q1: 23,217 shares; 2025Q2: 23,667 shares; 2025Q3: 25,604 shares; 2025Q4: 16,824 shares 16,824 $921K 0.03% -8,780 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,197 shares; 2024Q4: 1,216 shares; 2025Q1: 1,505 shares; 2025Q2: 1,361 shares; 2025Q3: 1,547 shares; 2025Q4: 1,625 shares 1,625 $920K 0.03% +78 Timeline BRBR BELLRING BRANDS INC More: the full row for BELLRING BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 34,462 shares; 2025Q4: 33,572 shares 33,572 $897K 0.02% -890 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,061 shares; 2024Q4: 6,411 shares; 2025Q1: 6,486 shares; 2025Q2: 6,486 shares; 2025Q3: 5,888 shares; 2025Q4: 5,787 shares 5,787 $896K 0.02% -101 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: 83,892 shares; 2024Q4: 103,116 shares; 2025Q1: 177,801 shares; 2025Q2: 173,685 shares; 2025Q3: 76,520 shares; 2025Q4: 17,553 shares 17,553 $893K 0.02% -58,967 Timeline AAP ADVANCE AUTO PARTS INC More: the full row for ADVANCE AUTO PARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,300 shares; 2024Q4: 11,300 shares; 2025Q1: 21,906 shares; 2025Q2: 21,900 shares; 2025Q3: 21,900 shares; 2025Q4: 21,900 shares 21,900 $861K 0.02% 0 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,024 shares; 2024Q4: 7,027 shares; 2025Q1: 6,384 shares; 2025Q2: 6,384 shares; 2025Q3: 4,314 shares; 2025Q4: 4,314 shares 4,314 $854K 0.02% 0 Timeline RIESBECK FOOD MARKETS, INC RIESBECK FOOD MARKETS, INC More: the full row for RIESBECK FOOD MARKETS, INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,283 shares; 2024Q4: 9,583 shares; 2025Q1: 9,583 shares; 2025Q2: 9,681 shares; 2025Q3: 9,681 shares; 2025Q4: 9,695 shares 9,695 $853K 0.02% +14 SDGR SCHRODINGER INC More: the full row for SCHRODINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 46,900 shares 46,900 $839K 0.02% new 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: 1,822 shares; 2024Q4: 1,822 shares; 2025Q1: 1,822 shares; 2025Q2: 1,822 shares; 2025Q3: 5,911 shares; 2025Q4: 5,911 shares 5,911 $834K 0.02% 0 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,978 shares; 2024Q4: 8,579 shares; 2025Q1: 8,557 shares; 2025Q2: 8,940 shares; 2025Q3: 9,005 shares; 2025Q4: 7,848 shares 7,848 $828K 0.02% -1,157 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,996 shares; 2024Q4: 10,975 shares; 2025Q1: 10,700 shares; 2025Q2: 17,313 shares; 2025Q3: 16,486 shares; 2025Q4: 11,234 shares 11,234 $826K 0.02% -5,252 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,482 shares; 2025Q3: 3,564 shares; 2025Q4: 3,375 shares 3,375 $818K 0.02% -189 Timeline SSD SIMPSON MFG INC More: the full row for SIMPSON MFG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,424 shares; 2024Q4: 4,994 shares; 2025Q1: 4,994 shares; 2025Q2: 4,994 shares; 2025Q3: 5,044 shares; 2025Q4: 5,044 shares 5,044 $814K 0.02% 0 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: 10,465 shares; 2024Q4: 9,502 shares; 2025Q1: 9,368 shares; 2025Q2: 9,808 shares; 2025Q3: 9,765 shares; 2025Q4: 9,298 shares 9,298 $802K 0.02% -467 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,339 shares; 2024Q4: 12,179 shares; 2025Q1: 12,139 shares; 2025Q2: 12,344 shares; 2025Q3: 12,269 shares; 2025Q4: 12,421 shares 12,421 $800K 0.02% +152 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,917 shares; 2024Q4: 79,865 shares; 2025Q1: 79,512 shares; 2025Q2: 79,761 shares; 2025Q3: 71,491 shares; 2025Q4: 60,852 shares 60,852 $798K 0.02% -10,639 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: 25,790 shares; 2024Q4: 25,272 shares; 2025Q1: 25,230 shares; 2025Q2: 26,912 shares; 2025Q3: 23,770 shares; 2025Q4: 22,683 shares 22,683 $788K 0.02% -1,087 Timeline SNDX SYNDAX PHARMACEUTICALS INC More: the full row for SYNDAX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 37,000 shares 37,000 $777K 0.02% new 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: 8,202 shares; 2024Q4: 7,802 shares; 2025Q1: 7,727 shares; 2025Q2: 7,727 shares; 2025Q3: 8,734 shares; 2025Q4: 9,052 shares 9,052 $776K 0.02% +318 Timeline TTC TORO CO More: the full row for TORO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,147 shares; 2024Q4: 8,616 shares; 2025Q1: 9,316 shares; 2025Q2: 9,316 shares; 2025Q3: 9,716 shares; 2025Q4: 9,716 shares 9,716 $765K 0.02% 0 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,360 shares; 2024Q4: 8,192 shares; 2025Q1: 1,558 shares; 2025Q2: 1,548 shares; 2025Q3: 1,803 shares; 2025Q4: 1,803 shares 1,803 $761K 0.02% 0 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: 8,407 shares; 2024Q4: 8,107 shares; 2025Q1: 8,087 shares; 2025Q2: 11,305 shares; 2025Q3: 11,197 shares; 2025Q4: 7,638 shares 7,638 $759K 0.02% -3,559 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,036 shares; 2025Q4: 2,036 shares 2,036 $750K 0.02% 0 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,512 shares; 2025Q1: 2,629 shares; 2025Q2: 4,579 shares; 2025Q3: 4,591 shares; 2025Q4: 4,988 shares 4,988 $742K 0.02% +397 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: 22,157 shares; 2024Q4: 20,889 shares; 2025Q1: 20,991 shares; 2025Q2: 19,169 shares; 2025Q3: 18,023 shares; 2025Q4: 18,563 shares 18,563 $736K 0.02% +540 Timeline GOLF ACUSHNET HLDGS CORP More: the full row for ACUSHNET HLDGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,938 shares; 2024Q4: 9,159 shares; 2025Q1: 9,159 shares; 2025Q2: 9,159 shares; 2025Q3: 9,159 shares; 2025Q4: 9,159 shares 9,159 $731K 0.02% 0 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: 3,779 shares; 2024Q4: 3,802 shares; 2025Q1: 3,782 shares; 2025Q2: 3,792 shares; 2025Q3: 4,604 shares; 2025Q4: 4,210 shares 4,210 $731K 0.02% -394 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,335 shares 14,335 $724K 0.02% new Timeline GSHD GOOSEHEAD INS INC More: the full row for GOOSEHEAD INS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,800 shares; 2024Q4: 9,800 shares; 2025Q1: 9,800 shares; 2025Q2: 9,800 shares; 2025Q3: 9,800 shares; 2025Q4: 9,800 shares 9,800 $722K 0.02% 0 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,855 shares; 2024Q4: 6,449 shares; 2025Q1: 7,349 shares; 2025Q2: 14,194 shares; 2025Q3: 11,855 shares; 2025Q4: 12,544 shares 12,544 $718K 0.02% +689 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,010 shares; 2025Q3: 15,264 shares; 2025Q4: 11,487 shares 11,487 $718K 0.02% -3,777 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: 3,416 shares; 2024Q4: 3,416 shares; 2025Q1: 3,416 shares; 2025Q2: 3,326 shares; 2025Q3: 3,288 shares; 2025Q4: 3,288 shares 3,288 $713K 0.02% 0 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,739 shares; 2024Q4: 7,161 shares; 2025Q1: 7,169 shares; 2025Q2: 7,059 shares; 2025Q3: 7,043 shares; 2025Q4: 7,041 shares 7,041 $710K 0.02% -2 Timeline WTS WATTS WATER TECHNOLOGIES INC More: the full row for WATTS WATER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,609 shares; 2024Q4: 2,809 shares; 2025Q1: 2,809 shares; 2025Q2: 2,809 shares; 2025Q3: 2,565 shares; 2025Q4: 2,565 shares 2,565 $708K 0.02% 0 Timeline TPG TPG INC More: the full row for TPG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,000 shares; 2025Q2: 11,000 shares; 2025Q3: 11,000 shares; 2025Q4: 11,000 shares 11,000 $702K 0.02% 0 Timeline IBP INSTALLED BLDG PRODS INC More: the full row for INSTALLED BLDG PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,690 shares; 2025Q4: 2,690 shares 2,690 $698K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,000 shares 19,000 $684K 0.02% new Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,352 shares; 2024Q4: 19,777 shares; 2025Q1: 18,902 shares; 2025Q2: 17,667 shares; 2025Q3: 17,349 shares; 2025Q4: 17,341 shares 17,341 $683K 0.02% -8 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: 4,226 shares; 2024Q4: 4,226 shares; 2025Q1: 4,226 shares; 2025Q2: 3,928 shares; 2025Q3: 3,881 shares; 2025Q4: 4,281 shares 4,281 $682K 0.02% +400 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: 2,295 shares; 2024Q4: 2,288 shares; 2025Q1: 2,279 shares; 2025Q2: 2,159 shares; 2025Q3: 2,381 shares; 2025Q4: 2,017 shares 2,017 $681K 0.02% -364 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,385 shares; 2024Q4: 10,385 shares; 2025Q1: 10,385 shares; 2025Q2: 10,385 shares; 2025Q3: 10,385 shares; 2025Q4: 10,385 shares 10,385 $676K 0.02% 0 Timeline ABVX ABIVAX SA More: the full row for ABIVAX SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,000 shares 5,000 $674K 0.02% new Timeline FCN FTI CONSULTING INC More: the full row for FTI CONSULTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,186 shares; 2024Q4: 4,186 shares; 2025Q1: 4,186 shares; 2025Q2: 4,186 shares; 2025Q3: 3,926 shares; 2025Q4: 3,926 shares 3,926 $671K 0.02% 0 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,955 shares; 2025Q4: 4,845 shares 4,845 $668K 0.02% -110 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: 9,655 shares; 2024Q4: 9,951 shares; 2025Q1: 8,751 shares; 2025Q2: 8,751 shares; 2025Q3: 17,733 shares; 2025Q4: 15,303 shares 15,303 $667K 0.02% -2,430 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,243 shares; 2025Q1: 7,798 shares; 2025Q2: 7,840 shares; 2025Q3: 8,605 shares; 2025Q4: 8,705 shares 8,705 $664K 0.02% +100 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,116 shares; 2025Q3: 4,191 shares; 2025Q4: 3,200 shares 3,200 $660K 0.02% -991 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,090 shares; 2024Q4: 13,443 shares; 2025Q1: 12,713 shares; 2025Q2: 13,215 shares; 2025Q3: 13,328 shares; 2025Q4: 13,328 shares 13,328 $659K 0.02% 0 Timeline HLAL LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,114 shares; 2025Q3: 11,114 shares; 2025Q4: 10,614 shares 10,614 $658K 0.02% -500 Timeline MSWV MAIN STREET FINANCIAL SERVIC More: the full row for MAIN STREET FINANCIAL SERVIC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,290 shares; 2024Q4: 88,290 shares; 2025Q1: 73,290 shares; 2025Q2: 58,290 shares; 2025Q3: 53,790 shares; 2025Q4: 37,766 shares 37,766 $653K 0.02% -16,024 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,349 shares 13,349 $649K 0.02% new 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: 7,195 shares; 2024Q4: 7,195 shares; 2025Q1: 7,195 shares; 2025Q2: 7,195 shares; 2025Q3: 6,848 shares; 2025Q4: 6,848 shares 6,848 $645K 0.02% 0 Timeline SMPL SIMPLY GOOD FOODS CO More: the full row for SIMPLY GOOD FOODS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,946 shares; 2024Q4: 41,946 shares; 2025Q1: 41,946 shares; 2025Q2: 41,946 shares; 2025Q3: not reported; 2025Q4: 32,000 shares 32,000 $643K 0.02% new Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,255 shares; 2024Q4: 1,258 shares; 2025Q1: 1,267 shares; 2025Q2: 1,311 shares; 2025Q3: 1,328 shares; 2025Q4: 1,223 shares 1,223 $639K 0.02% -105 Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,674 shares; 2024Q4: 1,554 shares; 2025Q1: 2,350 shares; 2025Q2: 2,350 shares; 2025Q3: 2,379 shares; 2025Q4: 3,497 shares 3,497 $638K 0.02% +1,118 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,169 shares; 2024Q4: 1,169 shares; 2025Q1: 1,169 shares; 2025Q2: 1,169 shares; 2025Q3: 1,659 shares; 2025Q4: 1,300 shares 1,300 $637K 0.02% -359 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: 29,181 shares; 2024Q4: 24,631 shares; 2025Q1: 10,931 shares; 2025Q2: 10,531 shares; 2025Q3: 5,858 shares; 2025Q4: 5,049 shares 5,049 $636K 0.02% -809 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,536 shares; 2024Q4: 5,633 shares; 2025Q1: 5,470 shares; 2025Q2: 5,470 shares; 2025Q3: 12,854 shares; 2025Q4: 11,845 shares 11,845 $626K 0.02% -1,009 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,977 shares; 2024Q4: 2,346 shares; 2025Q1: 2,407 shares; 2025Q2: 1,946 shares; 2025Q3: 2,018 shares; 2025Q4: 1,990 shares 1,990 $622K 0.02% -28 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,230 shares; 2025Q1: 3,228 shares; 2025Q2: 4,004 shares; 2025Q3: 3,632 shares; 2025Q4: 3,622 shares 3,622 $620K 0.02% -10 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,967 shares; 2024Q4: 8,060 shares; 2025Q1: 7,866 shares; 2025Q2: 7,768 shares; 2025Q3: 7,872 shares; 2025Q4: 7,774 shares 7,774 $614K 0.02% -98 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,139 shares; 2024Q4: 8,157 shares; 2025Q1: 7,030 shares; 2025Q2: 10,868 shares; 2025Q3: 10,797 shares; 2025Q4: 9,113 shares 9,113 $613K 0.02% -1,684 Timeline MC MOELIS & CO More: the full row for MOELIS & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,809 shares; 2024Q4: 8,709 shares; 2025Q1: 8,709 shares; 2025Q2: 8,709 shares; 2025Q3: 8,709 shares; 2025Q4: 8,889 shares 8,889 $611K 0.02% +180 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,095 shares; 2024Q4: 1,989 shares; 2025Q1: 1,750 shares; 2025Q2: 3,724 shares; 2025Q3: 4,267 shares; 2025Q4: 3,771 shares 3,771 $611K 0.02% -496 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,628 shares; 2024Q4: 55,176 shares; 2025Q1: 19,146 shares; 2025Q2: 19,767 shares; 2025Q3: 8,059 shares; 2025Q4: 7,230 shares 7,230 $599K 0.02% -829 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,860 shares; 2025Q4: 7,134 shares 7,134 $595K 0.02% +274 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: 1,716 shares; 2024Q4: 1,716 shares; 2025Q1: 1,828 shares; 2025Q2: 2,089 shares; 2025Q3: 1,884 shares; 2025Q4: 1,820 shares 1,820 $590K 0.02% -64 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: 3,636 shares; 2024Q4: 3,926 shares; 2025Q1: 3,926 shares; 2025Q2: 3,926 shares; 2025Q3: 3,926 shares; 2025Q4: 3,896 shares 3,896 $589K 0.02% -30 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: 7,335 shares; 2024Q4: 7,335 shares; 2025Q1: 7,300 shares; 2025Q2: 7,375 shares; 2025Q3: 7,406 shares; 2025Q4: 7,389 shares 7,389 $587K 0.02% -17 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,836 shares; 2024Q4: 2,904 shares; 2025Q1: 2,896 shares; 2025Q2: 3,308 shares; 2025Q3: 3,433 shares; 2025Q4: 3,308 shares 3,308 $587K 0.02% -125 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,500 shares; 2024Q4: 3,500 shares; 2025Q1: 3,500 shares; 2025Q2: 17,769 shares; 2025Q3: 16,941 shares; 2025Q4: 14,565 shares 14,565 $584K 0.02% -2,376 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: 12,405 shares; 2024Q4: 11,902 shares; 2025Q1: 11,783 shares; 2025Q2: 12,373 shares; 2025Q3: 12,443 shares; 2025Q4: 12,219 shares 12,219 $584K 0.02% -224 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,976 shares; 2024Q4: 3,976 shares; 2025Q1: 4,051 shares; 2025Q2: 3,976 shares; 2025Q3: 3,976 shares; 2025Q4: 3,976 shares 3,976 $583K 0.02% 0 Timeline NTLA INTELLIA THERAPEUTICS INC More: the full row for INTELLIA THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 64,000 shares 64,000 $575K 0.02% new Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,511 shares; 2025Q3: 2,389 shares; 2025Q4: 2,000 shares 2,000 $575K 0.02% -389 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 966 shares; 2025Q2: 928 shares; 2025Q3: 1,120 shares; 2025Q4: 1,224 shares 1,224 $574K 0.02% +104 Timeline RLI RLI CORP More: the full row for RLI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,528 shares; 2024Q4: 2,528 shares; 2025Q1: 5,645 shares; 2025Q2: 5,664 shares; 2025Q3: 6,164 shares; 2025Q4: 8,952 shares 8,952 $573K 0.02% +2,788 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,266 shares; 2024Q4: 12,533 shares; 2025Q1: 12,883 shares; 2025Q2: 2,854 shares; 2025Q3: 3,454 shares; 2025Q4: 3,654 shares 3,654 $567K 0.02% +200 Timeline WSBCO WESBANCO INC SHS REP 1/40 SH F More: the full row for WESBANCO INC SHS REP 1/40 SH F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,850 shares 21,850 $564K 0.02% new Timeline RBC RBC BEARINGS INC More: the full row for RBC BEARINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,505 shares; 2024Q4: 1,505 shares; 2025Q1: 1,505 shares; 2025Q2: 1,350 shares; 2025Q3: 1,250 shares; 2025Q4: 1,250 shares 1,250 $561K 0.02% 0 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 23,957 shares; 2025Q3: 23,957 shares; 2025Q4: 23,957 shares 23,957 $560K 0.02% 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: 4,252 shares; 2024Q4: 6,372 shares; 2025Q1: 5,639 shares; 2025Q2: 5,628 shares; 2025Q3: 5,631 shares; 2025Q4: 5,576 shares 5,576 $557K 0.02% -55 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,573 shares; 2024Q4: 7,089 shares; 2025Q1: 7,089 shares; 2025Q2: 7,089 shares; 2025Q3: 6,789 shares; 2025Q4: 6,789 shares 6,789 $556K 0.02% 0 Timeline FALN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,000 shares 20,000 $546K 0.02% new Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 157,169 shares; 2024Q4: 160,021 shares; 2025Q1: 160,671 shares; 2025Q2: 165,332 shares; 2025Q3: 25,335 shares; 2025Q4: 41,162 shares 41,162 $545K 0.02% +15,827 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: 4,415 shares; 2024Q4: 4,451 shares; 2025Q1: 4,415 shares; 2025Q2: 4,442 shares; 2025Q3: 4,388 shares; 2025Q4: 4,388 shares 4,388 $540K 0.01% 0 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,382 shares; 2024Q4: 7,241 shares; 2025Q1: 7,241 shares; 2025Q2: 7,635 shares; 2025Q3: 7,310 shares; 2025Q4: 7,310 shares 7,310 $538K 0.01% 0 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,842 shares; 2024Q4: 3,727 shares; 2025Q1: 3,674 shares; 2025Q2: 3,599 shares; 2025Q3: 4,191 shares; 2025Q4: 4,170 shares 4,170 $537K 0.01% -21 Timeline FNMA FANNIE MAE More: the full row for FANNIE MAE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,012 shares; 2024Q4: 20,012 shares; 2025Q1: 50,012 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 50,012 shares 50,012 $537K 0.01% new Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,379 shares; 2024Q4: 6,879 shares; 2025Q1: 8,819 shares; 2025Q2: 12,230 shares; 2025Q3: 10,045 shares; 2025Q4: 10,045 shares 10,045 $536K 0.01% 0 Timeline LSTR LANDSTAR SYS INC More: the full row for LANDSTAR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,888 shares; 2024Q4: 3,890 shares; 2025Q1: 4,090 shares; 2025Q2: 4,090 shares; 2025Q3: 3,730 shares; 2025Q4: 3,730 shares 3,730 $536K 0.01% 0 Timeline FTHI FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,793 shares; 2025Q4: 22,617 shares 22,617 $534K 0.01% +3,824 Timeline EUHY 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,000 shares 10,000 $533K 0.01% new Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,740 shares; 2024Q4: 8,740 shares; 2025Q1: 8,777 shares; 2025Q2: 9,272 shares; 2025Q3: 6,660 shares; 2025Q4: 6,616 shares 6,616 $531K 0.01% -44 Timeline EVHY MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,000 shares 10,000 $530K 0.01% new Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,758 shares; 2024Q4: 6,758 shares; 2025Q1: 6,758 shares; 2025Q2: 6,758 shares; 2025Q3: 6,764 shares; 2025Q4: 6,764 shares 6,764 $523K 0.01% 0 Timeline CRVL CORVEL CORP More: the full row for CORVEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,635 shares; 2024Q4: 7,731 shares; 2025Q1: 7,731 shares; 2025Q2: 7,731 shares; 2025Q3: 7,731 shares; 2025Q4: 7,731 shares 7,731 $523K 0.01% 0 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,263 shares; 2024Q4: 1,289 shares; 2025Q1: 1,315 shares; 2025Q2: 1,617 shares; 2025Q3: 1,445 shares; 2025Q4: 1,359 shares 1,359 $521K 0.01% -86 Timeline GWRS GLOBAL WTR RES INC More: the full row for GLOBAL WTR RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 31,000 shares; 2025Q1: 61,500 shares; 2025Q2: 61,500 shares; 2025Q3: 61,500 shares; 2025Q4: 61,500 shares 61,500 $520K 0.01% 0 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: 12,469 shares; 2024Q4: 12,314 shares; 2025Q1: 11,789 shares; 2025Q2: 12,038 shares; 2025Q3: 12,038 shares; 2025Q4: 14,288 shares 14,288 $518K 0.01% +2,250 Timeline FHB FIRST HAWAIIAN INC More: the full row for FIRST HAWAIIAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,797 shares; 2024Q4: 18,797 shares; 2025Q1: 18,797 shares; 2025Q2: 20,437 shares; 2025Q3: 20,437 shares; 2025Q4: 20,437 shares 20,437 $517K 0.01% 0 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,896 shares; 2024Q4: 3,950 shares; 2025Q1: 3,040 shares; 2025Q2: 7,175 shares; 2025Q3: 5,224 shares; 2025Q4: 3,832 shares 3,832 $508K 0.01% -1,392 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: 4,549 shares; 2024Q4: 7,076 shares; 2025Q1: 7,442 shares; 2025Q2: 8,482 shares; 2025Q3: 8,908 shares; 2025Q4: 10,484 shares 10,484 $507K 0.01% +1,576 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,745 shares; 2024Q4: 1,745 shares; 2025Q1: 1,745 shares; 2025Q2: 1,745 shares; 2025Q3: 1,745 shares; 2025Q4: 1,744 shares 1,744 $506K 0.01% -1 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,800 shares; 2024Q4: 4,800 shares; 2025Q1: 4,800 shares; 2025Q2: 4,800 shares; 2025Q3: 1,401 shares; 2025Q4: 1,782 shares 1,782 $505K 0.01% +381 Timeline UFPI UFP INDUSTRIES INC More: the full row for UFP INDUSTRIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,835 shares; 2024Q4: 4,332 shares; 2025Q1: 5,293 shares; 2025Q2: 5,293 shares; 2025Q3: 5,543 shares; 2025Q4: 5,543 shares 5,543 $505K 0.01% 0 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,059 shares; 2024Q4: 4,044 shares; 2025Q1: 4,011 shares; 2025Q2: 4,007 shares; 2025Q3: 4,504 shares; 2025Q4: 4,238 shares 4,238 $499K 0.01% -266 Timeline ADX ADAMS DIVERSIFIED EQUITY FD More: the full row for ADAMS DIVERSIFIED EQUITY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,362 shares; 2024Q4: 11,362 shares; 2025Q1: 11,362 shares; 2025Q2: 19,362 shares; 2025Q3: 20,362 shares; 2025Q4: 21,366 shares 21,366 $498K 0.01% +1,004 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,272 shares; 2024Q4: 1,272 shares; 2025Q1: 1,272 shares; 2025Q2: 1,362 shares; 2025Q3: 1,893 shares; 2025Q4: 1,893 shares 1,893 $497K 0.01% 0 Timeline HARRIS OFFICE EQUIPMENT INC HARRIS OFFICE EQUIPMENT INC More: the full row for HARRIS OFFICE EQUIPMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80 shares; 2024Q4: 80 shares; 2025Q1: 80 shares; 2025Q2: 80 shares; 2025Q3: 80 shares; 2025Q4: 80 shares 80 $492K 0.01% 0 REGL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,678 shares; 2024Q4: 5,678 shares; 2025Q1: 5,678 shares; 2025Q2: 5,678 shares; 2025Q3: 5,728 shares; 2025Q4: 5,801 shares 5,801 $489K 0.01% +73 Timeline FTQI FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,779 shares; 2025Q4: 23,111 shares 23,111 $481K 0.01% +9,332 Timeline VITL VITAL FARMS INC More: the full row for VITAL FARMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,000 shares 15,000 $479K 0.01% new Timeline CVLG COVENANT LOGISTICS GROUP INC More: the full row for COVENANT LOGISTICS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,500 shares 21,500 $474K 0.01% new 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: 353 shares; 2024Q4: 353 shares; 2025Q1: 353 shares; 2025Q2: 353 shares; 2025Q3: 662 shares; 2025Q4: 585 shares 585 $473K 0.01% -77 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,296 shares; 2024Q4: 30,020 shares; 2025Q1: 24,954 shares; 2025Q2: 25,436 shares; 2025Q3: 6,785 shares; 2025Q4: 10,570 shares 10,570 $473K 0.01% +3,785 Timeline