GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 481,190 shares; 2025Q1: 462,720 shares; 2025Q2: 483,518 shares; 2025Q3: 482,425 shares; 2025Q4: 454,282 shares 454,282 $143M 5.14% -28,143 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 419,134 shares; 2025Q1: 426,649 shares; 2025Q2: 466,667 shares; 2025Q3: 455,244 shares; 2025Q4: 383,320 shares 383,320 $109M 3.95% -71,924 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 451,542 shares; 2025Q1: 383,125 shares; 2025Q2: 358,065 shares; 2025Q3: 318,188 shares; 2025Q4: 291,740 shares 291,740 $101M 3.64% -26,448 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 627,982 shares; 2025Q1: 602,717 shares; 2025Q2: 610,611 shares; 2025Q3: 568,887 shares; 2025Q4: 534,073 shares 534,073 $99.6M 3.59% -34,814 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 202,704 shares; 2025Q1: 203,428 shares; 2025Q2: 202,639 shares; 2025Q3: 202,790 shares; 2025Q4: 198,977 shares 198,977 $96.2M 3.47% -3,813 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,345,087 shares; 2025Q1: 1,346,159 shares; 2025Q2: 1,334,333 shares; 2025Q3: 1,320,539 shares; 2025Q4: 1,315,648 shares 1,315,648 $92M 3.32% -4,891 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 332,772 shares; 2025Q1: 333,565 shares; 2025Q2: 333,987 shares; 2025Q3: 337,792 shares; 2025Q4: 335,340 shares 335,340 $76.6M 2.76% -2,452 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 505,731 shares; 2025Q1: 470,943 shares; 2025Q2: 478,903 shares; 2025Q3: 394,449 shares; 2025Q4: 376,140 shares 376,140 $73.3M 2.64% -18,309 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 242,954 shares; 2025Q1: 237,370 shares; 2025Q2: 232,641 shares; 2025Q3: 227,521 shares; 2025Q4: 221,716 shares 221,716 $71.4M 2.58% -5,805 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 513,341 shares; 2025Q1: 506,563 shares; 2025Q2: 508,822 shares; 2025Q3: 420,077 shares; 2025Q4: 408,097 shares 408,097 $70.5M 2.54% -11,980 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 730,700 shares; 2025Q1: 749,319 shares; 2025Q2: 763,470 shares; 2025Q3: 771,282 shares; 2025Q4: 763,309 shares 763,309 $70.2M 2.53% -7,973 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 282,098 shares; 2025Q1: 270,495 shares; 2025Q2: 261,412 shares; 2025Q3: 259,899 shares; 2025Q4: 253,705 shares 253,705 $69M 2.49% -6,194 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 190,604 shares; 2025Q1: 187,599 shares; 2025Q2: 187,460 shares; 2025Q3: 188,621 shares; 2025Q4: 190,027 shares 190,027 $66.6M 2.4% +1,406 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 904,829 shares; 2025Q1: 896,776 shares; 2025Q2: 883,271 shares; 2025Q3: 878,240 shares; 2025Q4: 861,733 shares 861,733 $66.4M 2.39% -16,507 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 180,784 shares; 2025Q1: 184,898 shares; 2025Q2: 186,903 shares; 2025Q3: 188,712 shares; 2025Q4: 190,358 shares 190,358 $59.4M 2.14% +1,646 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 174,862 shares; 2025Q1: 168,619 shares; 2025Q2: 167,871 shares; 2025Q3: 165,043 shares; 2025Q4: 157,151 shares 157,151 $58.1M 2.1% -7,892 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 101,282 shares; 2025Q1: 103,670 shares; 2025Q2: 101,695 shares; 2025Q3: 100,533 shares; 2025Q4: 97,536 shares 97,536 $55.6M 2.01% -2,997 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 617,304 shares; 2025Q1: 603,631 shares; 2025Q2: 565,752 shares; 2025Q3: 565,014 shares; 2025Q4: 571,011 shares 571,011 $54.4M 1.96% +5,997 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 740,503 shares; 2025Q1: 748,527 shares; 2025Q2: 756,017 shares; 2025Q3: 756,899 shares; 2025Q4: 758,100 shares 758,100 $50.8M 1.83% +1,201 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 75,152 shares; 2025Q1: 77,770 shares; 2025Q2: 82,548 shares; 2025Q3: 83,679 shares; 2025Q4: 85,529 shares 85,529 $49.6M 1.79% +1,850 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 192,462 shares; 2025Q1: 185,940 shares; 2025Q2: 181,570 shares; 2025Q3: 197,021 shares; 2025Q4: 211,047 shares 211,047 $48.1M 1.73% +14,026 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: restricted; 2024Q4: 1,269 shares; 2025Q1: 140,819 shares; 2025Q2: 208,705 shares; 2025Q3: 207,712 shares; 2025Q4: 211,608 shares 211,608 $45.9M 1.66% +3,896 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 435,479 shares; 2025Q1: 432,651 shares; 2025Q2: 400,112 shares; 2025Q3: 389,180 shares; 2025Q4: 389,452 shares 389,452 $44.9M 1.62% +272 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 208,857 shares; 2025Q1: 211,708 shares; 2025Q2: 213,219 shares; 2025Q3: 214,101 shares; 2025Q4: 216,865 shares 216,865 $44.9M 1.62% +2,764 Timeline INGR INGREDION INC More: the full row for INGREDION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 366,935 shares; 2025Q1: 372,958 shares; 2025Q2: 372,289 shares; 2025Q3: 375,146 shares; 2025Q4: 377,329 shares 377,329 $41.6M 1.5% +2,183 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 233,866 shares; 2025Q1: 240,877 shares; 2025Q2: 255,789 shares; 2025Q3: 259,243 shares; 2025Q4: 258,017 shares 258,017 $39.3M 1.42% -1,226 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 256,768 shares; 2025Q1: 269,056 shares; 2025Q2: 285,629 shares; 2025Q3: 288,859 shares; 2025Q4: 288,195 shares 288,195 $37.2M 1.34% -664 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: restricted; 2024Q4: 674,877 shares; 2025Q1: 705,066 shares; 2025Q2: 711,451 shares; 2025Q3: 718,341 shares; 2025Q4: 672,825 shares 672,825 $36.2M 1.31% -45,516 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 117,726 shares; 2025Q1: 122,832 shares; 2025Q2: 124,131 shares; 2025Q3: 94,986 shares; 2025Q4: 98,898 shares 98,898 $34.7M 1.25% +3,912 Timeline SAIA SAIA INC More: the full row for SAIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 59,870 shares; 2025Q1: 63,291 shares; 2025Q2: 118,420 shares; 2025Q3: 115,133 shares; 2025Q4: 102,548 shares 102,548 $33.5M 1.21% -12,585 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 64,296 shares; 2025Q1: 67,577 shares; 2025Q2: 68,882 shares; 2025Q3: 71,985 shares; 2025Q4: 73,561 shares 73,561 $32.7M 1.18% +1,576 Timeline SSNC SS&C TECH HLDGS More: the full row for SS&C TECH HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 330,352 shares; 2025Q1: 331,256 shares; 2025Q2: 353,953 shares; 2025Q3: 365,079 shares; 2025Q4: 366,394 shares 366,394 $32M 1.16% +1,315 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 369,492 shares 369,492 $29.8M 1.08% new 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: restricted; 2024Q4: 245,495 shares; 2025Q1: 238,361 shares; 2025Q2: 228,791 shares; 2025Q3: 218,747 shares; 2025Q4: 219,579 shares 219,579 $29.1M 1.05% +832 Timeline OUT OUTFRONT MEDIA INC More: the full row for OUTFRONT MEDIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,443,058 shares; 2025Q2: 1,477,099 shares; 2025Q3: 1,457,481 shares; 2025Q4: 1,199,223 shares 1,199,223 $28.9M 1.04% -258,258 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 279,177 shares; 2025Q1: 321,643 shares; 2025Q2: 343,662 shares; 2025Q3: 344,634 shares; 2025Q4: 353,686 shares 353,686 $28.9M 1.04% +9,052 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 392,437 shares; 2025Q1: 378,121 shares; 2025Q2: 365,974 shares; 2025Q3: 365,186 shares; 2025Q4: 353,516 shares 353,516 $28.7M 1.04% -11,670 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 87,177 shares; 2025Q1: 87,928 shares; 2025Q2: 104,148 shares; 2025Q3: 118,295 shares; 2025Q4: 106,794 shares 106,794 $28.7M 1.03% -11,501 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 89,919 shares; 2025Q1: 90,130 shares; 2025Q2: 83,827 shares; 2025Q3: 81,485 shares; 2025Q4: 82,766 shares 82,766 $28.5M 1.03% +1,281 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 148,064 shares; 2025Q1: 153,657 shares; 2025Q2: 163,530 shares; 2025Q3: 177,664 shares; 2025Q4: 187,593 shares 187,593 $28.4M 1.02% +9,929 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 235,608 shares; 2025Q2: 288,191 shares; 2025Q3: 305,469 shares; 2025Q4: 321,145 shares 321,145 $28.4M 1.02% +15,676 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,331,306 shares; 2025Q1: 1,264,809 shares; 2025Q2: 1,152,066 shares; 2025Q3: 1,118,255 shares; 2025Q4: 1,110,195 shares 1,110,195 $27.6M 0.99% -8,060 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 368,141 shares; 2025Q1: 389,626 shares; 2025Q2: 403,009 shares; 2025Q3: 423,079 shares; 2025Q4: 423,654 shares 423,654 $24.8M 0.9% +575 Timeline EWBC EAST WEST BANCORP INC More: the full row for EAST WEST BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 215,686 shares; 2025Q1: 212,972 shares; 2025Q2: 223,627 shares; 2025Q3: 221,998 shares; 2025Q4: 219,615 shares 219,615 $24.7M 0.89% -2,383 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 83,469 shares; 2025Q1: 90,780 shares; 2025Q2: 104,330 shares; 2025Q3: 110,015 shares; 2025Q4: 119,801 shares 119,801 $24.6M 0.89% +9,786 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 141,106 shares; 2025Q1: 141,594 shares; 2025Q2: 143,524 shares; 2025Q3: 143,954 shares; 2025Q4: 142,928 shares 142,928 $20.5M 0.74% -1,026 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 99,265 shares; 2025Q1: 151,415 shares; 2025Q2: 145,479 shares; 2025Q3: 145,700 shares; 2025Q4: 149,954 shares 149,954 $19.9M 0.72% +4,254 Timeline IFF INTERNATIONAL FLAVORS&FRAGRA More: the full row for INTERNATIONAL FLAVORS&FRAGRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 244,736 shares; 2025Q1: 305,164 shares; 2025Q2: 320,414 shares; 2025Q3: 334,338 shares; 2025Q4: 289,423 shares 289,423 $19.5M 0.7% -44,915 Timeline DV DOUBLEVERIFY HLDGS INC More: the full row for DOUBLEVERIFY HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 341,904 shares; 2025Q1: 1,108,706 shares; 2025Q2: 1,112,908 shares; 2025Q3: 1,406,814 shares; 2025Q4: 1,640,121 shares 1,640,121 $18.8M 0.68% +233,307 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 273,650 shares; 2025Q1: 315,639 shares; 2025Q2: 337,771 shares; 2025Q3: 391,878 shares; 2025Q4: 401,246 shares 401,246 $16.3M 0.59% +9,368 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: restricted; 2024Q4: 53,274 shares; 2025Q1: 56,326 shares; 2025Q2: 59,100 shares; 2025Q3: 60,831 shares; 2025Q4: 64,334 shares 64,334 $15.9M 0.57% +3,503 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 43,227 shares; 2025Q1: 43,867 shares; 2025Q2: 44,832 shares; 2025Q3: 44,883 shares; 2025Q4: 42,277 shares 42,277 $13M 0.47% -2,606 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 37,769 shares; 2025Q1: 36,010 shares; 2025Q2: 35,533 shares; 2025Q3: 36,035 shares; 2025Q4: 35,441 shares 35,441 $11.1M 0.4% -594 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 245,749 shares; 2025Q1: 191,157 shares; 2025Q2: 183,893 shares; 2025Q3: 177,600 shares; 2025Q4: 155,265 shares 155,265 $10.5M 0.38% -22,335 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 77,694 shares; 2025Q1: 77,928 shares; 2025Q2: 78,707 shares; 2025Q3: 85,947 shares; 2025Q4: 84,602 shares 84,602 $10.2M 0.37% -1,345 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: restricted; 2024Q4: 45,691 shares; 2025Q1: 49,400 shares; 2025Q2: 51,508 shares; 2025Q3: 50,764 shares; 2025Q4: 52,997 shares 52,997 $10.2M 0.37% +2,233 Timeline ZBRA ZEBRA TECHNOLOGIES CORPORATI More: the full row for ZEBRA TECHNOLOGIES CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 25,690 shares; 2025Q1: 25,422 shares; 2025Q2: 34,039 shares; 2025Q3: 33,266 shares; 2025Q4: 41,251 shares 41,251 $10M 0.36% +7,985 Timeline MQ MARQETA INC More: the full row for MARQETA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,728,552 shares; 2025Q1: 1,880,554 shares; 2025Q2: 1,964,579 shares; 2025Q3: 1,939,819 shares; 2025Q4: 1,798,541 shares 1,798,541 $8.54M 0.31% -141,278 Timeline COLB COLUMBIA BKG SYS INC More: the full row for COLUMBIA BKG SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 132,136 shares; 2025Q1: 162,561 shares; 2025Q2: 220,670 shares; 2025Q3: 246,906 shares; 2025Q4: 260,030 shares 260,030 $7.27M 0.26% +13,124 Timeline IOSP INNOSPEC INC More: the full row for INNOSPEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 43,426 shares; 2025Q1: 46,311 shares; 2025Q2: 39,420 shares; 2025Q3: 44,830 shares; 2025Q4: 94,535 shares 94,535 $7.24M 0.26% +49,705 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,102 shares; 2025Q1: 13,597 shares; 2025Q2: 13,594 shares; 2025Q3: 13,179 shares; 2025Q4: 10,439 shares 10,439 $7.12M 0.26% -2,740 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,415 shares; 2025Q1: 6,394 shares; 2025Q2: 6,347 shares; 2025Q3: 6,530 shares; 2025Q4: 6,368 shares 6,368 $6.84M 0.25% -162 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 150,466 shares; 2025Q1: 150,466 shares; 2025Q2: 150,463 shares; 2025Q3: 178,203 shares; 2025Q4: 30,092 shares 30,092 $6.53M 0.24% -148,111 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 98,014 shares; 2025Q1: 101,134 shares; 2025Q2: 108,219 shares; 2025Q3: 108,069 shares; 2025Q4: 111,421 shares 111,421 $6.51M 0.23% +3,352 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 48,882 shares; 2025Q1: 47,884 shares; 2025Q2: 47,488 shares; 2025Q3: 48,695 shares; 2025Q4: 47,947 shares 47,947 $6.01M 0.22% -748 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,449 shares; 2025Q1: 10,079 shares; 2025Q2: 9,916 shares; 2025Q3: 9,502 shares; 2025Q4: 9,103 shares 9,103 $5.71M 0.21% -399 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: restricted; 2024Q4: 44,841 shares; 2025Q1: 48,836 shares; 2025Q2: 54,619 shares; 2025Q3: 56,233 shares; 2025Q4: 53,722 shares 53,722 $5.64M 0.2% -2,511 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 25,217 shares; 2025Q1: 23,996 shares; 2025Q2: 21,694 shares; 2025Q3: 20,990 shares; 2025Q4: 23,466 shares 23,466 $5.42M 0.2% +2,476 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 36,515 shares 36,515 $4.96M 0.18% new Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,465 shares; 2025Q1: 6,518 shares; 2025Q2: 5,921 shares; 2025Q3: 6,310 shares; 2025Q4: 6,235 shares 6,235 $4.27M 0.15% -75 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 63,467 shares 63,467 $4.15M 0.15% new Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,003 shares; 2025Q1: 15,083 shares; 2025Q2: 15,423 shares; 2025Q3: 15,511 shares; 2025Q4: 13,635 shares 13,635 $4.04M 0.15% -1,876 Timeline JMST 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: restricted; 2024Q4: 37,810 shares; 2025Q1: 32,015 shares; 2025Q2: 24,151 shares; 2025Q3: 38,671 shares; 2025Q4: 75,279 shares 75,279 $3.83M 0.14% +36,608 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,023 shares; 2025Q1: 7,768 shares; 2025Q2: 7,765 shares; 2025Q3: 9,189 shares; 2025Q4: 7,541 shares 7,541 $3.79M 0.14% -1,648 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,386 shares; 2025Q1: 6,306 shares; 2025Q2: 6,432 shares; 2025Q3: 5,664 shares; 2025Q4: 5,671 shares 5,671 $3.74M 0.14% +7 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 67,959 shares; 2025Q1: 67,537 shares; 2025Q2: 67,335 shares; 2025Q3: 67,706 shares; 2025Q4: 66,911 shares 66,911 $3.68M 0.13% -795 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 21,330 shares; 2025Q1: 20,006 shares; 2025Q2: 19,242 shares; 2025Q3: 19,242 shares; 2025Q4: 19,158 shares 19,158 $3.51M 0.13% -84 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,729 shares; 2025Q1: 7,484 shares; 2025Q2: 7,208 shares; 2025Q3: 6,969 shares; 2025Q4: 6,750 shares 6,750 $3.04M 0.11% -219 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 128,279 shares; 2025Q1: 124,618 shares; 2025Q2: 120,033 shares; 2025Q3: 111,544 shares; 2025Q4: 109,568 shares 109,568 $2.87M 0.1% -1,976 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 28,117 shares; 2025Q1: 26,767 shares; 2025Q2: 25,283 shares; 2025Q3: 25,428 shares; 2025Q4: 25,395 shares 25,395 $2.83M 0.1% -33 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 56,473 shares; 2025Q1: 35,559 shares; 2025Q2: 30,463 shares; 2025Q3: 29,594 shares; 2025Q4: 26,833 shares 26,833 $2.82M 0.1% -2,761 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 23,954 shares; 2025Q1: 23,968 shares; 2025Q2: 23,068 shares; 2025Q3: 23,029 shares; 2025Q4: 22,876 shares 22,876 $2.81M 0.1% -153 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 140,471 shares; 2025Q1: 108,557 shares; 2025Q2: 97,938 shares; 2025Q3: 24,010 shares; 2025Q4: 21,895 shares 21,895 $2.8M 0.1% -2,115 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 24,733 shares; 2025Q1: 24,917 shares; 2025Q2: 25,242 shares; 2025Q3: 25,438 shares; 2025Q4: 26,430 shares 26,430 $2.71M 0.1% +992 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 33,540 shares; 2025Q1: 32,992 shares; 2025Q2: 30,781 shares; 2025Q3: 30,860 shares; 2025Q4: 28,246 shares 28,246 $2.63M 0.09% -2,614 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: restricted; 2024Q4: 6,982 shares; 2025Q1: 6,982 shares; 2025Q2: 6,982 shares; 2025Q3: 6,982 shares; 2025Q4: 6,982 shares 6,982 $2.61M 0.09% 0 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,728 shares 18,728 $2.55M 0.09% new Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,690 shares; 2025Q1: 7,475 shares; 2025Q2: 7,456 shares; 2025Q3: 7,221 shares; 2025Q4: 7,221 shares 7,221 $2.36M 0.09% 0 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: restricted; 2024Q4: 4,200 shares; 2025Q1: 3,857 shares; 2025Q2: 3,713 shares; 2025Q3: 3,605 shares; 2025Q4: 3,753 shares 3,753 $2.26M 0.08% +148 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 23,688 shares; 2025Q1: 23,102 shares; 2025Q2: 24,442 shares; 2025Q3: 24,000 shares; 2025Q4: 25,884 shares 25,884 $2.26M 0.08% +1,884 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,034 shares; 2025Q1: 4,009 shares; 2025Q2: 3,861 shares; 2025Q3: 3,891 shares; 2025Q4: 3,859 shares 3,859 $2.21M 0.08% -32 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: restricted; 2024Q4: 46,453 shares; 2025Q1: 45,463 shares; 2025Q2: 43,299 shares; 2025Q3: 43,266 shares; 2025Q4: 44,404 shares 44,404 $2.19M 0.08% +1,138 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,496 shares; 2025Q1: 8,496 shares; 2025Q2: 8,428 shares; 2025Q3: 8,335 shares; 2025Q4: 8,332 shares 8,332 $2.14M 0.08% -3 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: restricted; 2024Q4: 18,494 shares; 2025Q1: 15,975 shares; 2025Q2: 14,941 shares; 2025Q3: 14,857 shares; 2025Q4: 14,355 shares 14,355 $2.13M 0.08% -502 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,014 shares; 2025Q1: 8,014 shares; 2025Q2: 6,214 shares; 2025Q3: 6,691 shares; 2025Q4: 6,545 shares 6,545 $1.89M 0.07% -146 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,179 shares; 2025Q1: 2,789 shares; 2025Q2: 2,240 shares; 2025Q3: 2,226 shares; 2025Q4: 2,184 shares 2,184 $1.88M 0.07% -42 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 29,389 shares; 2025Q1: 28,793 shares; 2025Q2: 29,054 shares; 2025Q3: 30,127 shares; 2025Q4: 32,908 shares 32,908 $1.86M 0.07% +2,781 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: restricted; 2024Q4: 13,049 shares; 2025Q1: 13,878 shares; 2025Q2: 13,050 shares; 2025Q3: 12,910 shares; 2025Q4: 12,910 shares 12,910 $1.85M 0.07% 0 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 22,541 shares; 2025Q1: 22,685 shares; 2025Q2: 21,572 shares; 2025Q3: 21,455 shares; 2025Q4: 21,205 shares 21,205 $1.7M 0.06% -250 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,031 shares; 2025Q1: 2,031 shares; 2025Q2: 1,982 shares; 2025Q3: 1,918 shares; 2025Q4: 1,895 shares 1,895 $1.67M 0.06% -23 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,136 shares; 2025Q1: 10,090 shares; 2025Q2: 10,436 shares; 2025Q3: 10,430 shares; 2025Q4: 10,076 shares 10,076 $1.61M 0.06% -354 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,586 shares; 2025Q1: 3,858 shares; 2025Q2: 2,657 shares; 2025Q3: 2,669 shares; 2025Q4: 2,414 shares 2,414 $1.58M 0.06% -255 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: restricted; 2024Q4: not reported; 2025Q1: 3,328 shares; 2025Q2: 9,081 shares; 2025Q3: 11,087 shares; 2025Q4: 14,533 shares 14,533 $1.46M 0.05% +3,446 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,695 shares; 2025Q1: 1,773 shares; 2025Q2: 2,718 shares; 2025Q3: 3,314 shares; 2025Q4: 3,581 shares 3,581 $1.42M 0.05% +267 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,062 shares; 2025Q1: 13,091 shares; 2025Q2: 12,994 shares; 2025Q3: 12,099 shares; 2025Q4: 12,064 shares 12,064 $1.41M 0.05% -35 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,664 shares; 2025Q1: 3,764 shares; 2025Q2: 3,777 shares; 2025Q3: 3,791 shares; 2025Q4: 2,987 shares 2,987 $1.35M 0.05% -804 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 145,308 shares; 2025Q1: 145,244 shares; 2025Q2: 144,279 shares; 2025Q3: 144,441 shares; 2025Q4: 19,798 shares 19,798 $1.32M 0.05% -124,643 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: restricted; 2024Q4: 1,038 shares; 2025Q1: 1,038 shares; 2025Q2: 913 shares; 2025Q3: 2,713 shares; 2025Q4: 2,713 shares 2,713 $1.28M 0.05% 0 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,018 shares; 2025Q1: 4,018 shares; 2025Q2: 3,926 shares; 2025Q3: 3,953 shares; 2025Q4: 3,948 shares 3,948 $1.26M 0.05% -5 Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,071 shares; 2025Q1: 5,971 shares; 2025Q2: 5,737 shares; 2025Q3: 16,092 shares; 2025Q4: 16,092 shares 16,092 $1.25M 0.04% 0 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,964 shares; 2025Q1: 10,983 shares; 2025Q2: 9,938 shares; 2025Q3: 9,878 shares; 2025Q4: 10,135 shares 10,135 $1.22M 0.04% +257 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,476 shares; 2025Q1: 10,476 shares; 2025Q2: 10,476 shares; 2025Q3: 10,551 shares; 2025Q4: 10,539 shares 10,539 $1.16M 0.04% -12 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 273,837 shares; 2025Q1: 265,525 shares; 2025Q2: 294,528 shares; 2025Q3: 330,976 shares; 2025Q4: 16,990 shares 16,990 $1.14M 0.04% -313,986 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,467 shares; 2025Q1: 3,211 shares; 2025Q2: 3,270 shares; 2025Q3: 3,410 shares; 2025Q4: 3,355 shares 3,355 $1.11M 0.04% -55 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 4,000 shares; 2025Q3: 4,019 shares; 2025Q4: 4,019 shares 4,019 $1.11M 0.04% 0 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,094 shares; 2025Q1: 4,052 shares; 2025Q2: 4,239 shares; 2025Q3: 4,301 shares; 2025Q4: 4,288 shares 4,288 $1.1M 0.04% -13 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,797 shares; 2025Q1: 12,921 shares; 2025Q2: 8,282 shares; 2025Q3: 8,244 shares; 2025Q4: 7,477 shares 7,477 $1.07M 0.04% -767 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: restricted; 2024Q4: 5,835 shares; 2025Q1: 5,730 shares; 2025Q2: 5,361 shares; 2025Q3: 5,372 shares; 2025Q4: 5,138 shares 5,138 $1.07M 0.04% -234 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,436 shares 15,436 $1.01M 0.04% new Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,004 shares; 2025Q1: 4,001 shares; 2025Q2: 4,000 shares; 2025Q3: 4,000 shares; 2025Q4: 4,000 shares 4,000 $1M 0.04% 0 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,757 shares; 2025Q1: 8,457 shares; 2025Q2: 8,485 shares; 2025Q3: 8,542 shares; 2025Q4: 4,121 shares 4,121 $994K 0.04% -4,421 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,672 shares; 2025Q1: 13,660 shares; 2025Q2: 13,014 shares; 2025Q3: 13,014 shares; 2025Q4: 14,460 shares 14,460 $954K 0.03% +1,446 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,335 shares; 2025Q1: 4,194 shares; 2025Q2: 3,285 shares; 2025Q3: 2,993 shares; 2025Q4: 2,994 shares 2,994 $915K 0.03% +1 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,814 shares; 2025Q1: 3,824 shares; 2025Q2: 3,816 shares; 2025Q3: 3,857 shares; 2025Q4: 3,857 shares 3,857 $892K 0.03% 0 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,301 shares; 2025Q1: 17,720 shares; 2025Q2: 16,454 shares; 2025Q3: 16,490 shares; 2025Q4: 16,264 shares 16,264 $877K 0.03% -226 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,638 shares; 2025Q1: 9,638 shares; 2025Q2: 9,395 shares; 2025Q3: 9,508 shares; 2025Q4: 9,425 shares 9,425 $825K 0.03% -83 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,696 shares; 2025Q1: 6,612 shares; 2025Q2: 6,662 shares; 2025Q3: 6,181 shares; 2025Q4: 6,071 shares 6,071 $806K 0.03% -110 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,651 shares; 2025Q1: 12,651 shares; 2025Q2: 11,504 shares; 2025Q3: 11,455 shares; 2025Q4: 13,120 shares 13,120 $786K 0.03% +1,665 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 6 shares; 2025Q2: 6 shares; 2025Q3: 1 shares; 2025Q4: 1 shares 1 $755K 0.03% 0 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,180 shares; 2025Q1: 836 shares; 2025Q2: 848 shares; 2025Q3: 1,153 shares; 2025Q4: 1,321 shares 1,321 $754K 0.03% +168 Timeline EUSA ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,593 shares; 2025Q3: 4,217 shares; 2025Q4: 7,210 shares 7,210 $745K 0.03% +2,993 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,782 shares; 2025Q1: 2,782 shares; 2025Q2: 2,782 shares; 2025Q3: 2,797 shares; 2025Q4: 2,794 shares 2,794 $734K 0.03% -3 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,507 shares; 2025Q1: 2,499 shares; 2025Q2: 2,499 shares; 2025Q3: 2,492 shares; 2025Q4: 2,474 shares 2,474 $726K 0.03% -18 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,339 shares; 2025Q1: 7,429 shares; 2025Q2: 6,435 shares; 2025Q3: 6,268 shares; 2025Q4: 6,265 shares 6,265 $713K 0.03% -3 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,093 shares; 2025Q1: 1,093 shares; 2025Q2: 1,150 shares; 2025Q3: 1,071 shares; 2025Q4: 1,155 shares 1,155 $654K 0.02% +84 Timeline CCBG CAPITAL CITY BANK More: the full row for CAPITAL CITY BANK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,888 shares; 2025Q1: 14,888 shares; 2025Q2: 14,888 shares; 2025Q3: 14,888 shares; 2025Q4: 14,888 shares 14,888 $634K 0.02% 0 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,026 shares; 2025Q1: 3,005 shares; 2025Q2: 3,022 shares; 2025Q3: 3,028 shares; 2025Q4: 3,017 shares 3,017 $613K 0.02% -11 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,791 shares; 2025Q1: 1,718 shares; 2025Q2: 1,718 shares; 2025Q3: 1,727 shares; 2025Q4: 1,727 shares 1,727 $595K 0.02% 0 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,494 shares; 2025Q1: 4,398 shares; 2025Q2: 4,248 shares; 2025Q3: 4,248 shares; 2025Q4: 4,264 shares 4,264 $593K 0.02% +16 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 800 shares; 2025Q1: 800 shares; 2025Q2: 710 shares; 2025Q3: 715 shares; 2025Q4: 715 shares 715 $587K 0.02% 0 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,805 shares; 2025Q1: 6,401 shares; 2025Q2: 6,114 shares; 2025Q3: 6,113 shares; 2025Q4: 6,113 shares 6,113 $572K 0.02% 0 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,593 shares; 2025Q1: 1,510 shares; 2025Q2: 1,519 shares; 2025Q3: 1,544 shares; 2025Q4: 1,213 shares 1,213 $565K 0.02% -331 Timeline HAVERTY FURNITURE COS INC HAVERTY FURNITURE COS INC More: the full row for HAVERTY FURNITURE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 23,652 shares; 2025Q1: 23,652 shares; 2025Q2: 23,652 shares; 2025Q3: 23,652 shares; 2025Q4: 23,652 shares 23,652 $547K 0.02% 0 TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,534 shares; 2025Q1: 3,634 shares; 2025Q2: 3,334 shares; 2025Q3: 3,485 shares; 2025Q4: 3,153 shares 3,153 $547K 0.02% -332 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,874 shares; 2025Q1: 11,874 shares; 2025Q2: 11,874 shares; 2025Q3: 12,013 shares; 2025Q4: 11,977 shares 11,977 $545K 0.02% -36 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 22,814 shares; 2025Q1: 23,134 shares; 2025Q2: 21,582 shares; 2025Q3: 21,830 shares; 2025Q4: 21,830 shares 21,830 $544K 0.02% 0 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,703 shares; 2025Q1: 2,703 shares; 2025Q2: 2,703 shares; 2025Q3: 2,709 shares; 2025Q4: 2,709 shares 2,709 $499K 0.02% 0 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: restricted; 2024Q4: 6,636 shares; 2025Q1: 6,636 shares; 2025Q2: 6,059 shares; 2025Q3: 6,191 shares; 2025Q4: 6,191 shares 6,191 $494K 0.02% 0 Timeline FHN FIRST HORIZON CORPORATION More: the full row for FIRST HORIZON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 26,743 shares; 2025Q1: 26,743 shares; 2025Q2: 19,749 shares; 2025Q3: 20,601 shares; 2025Q4: 20,601 shares 20,601 $492K 0.02% 0 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,059 shares; 2025Q1: 1,059 shares; 2025Q2: 1,075 shares; 2025Q3: 1,103 shares; 2025Q4: 1,120 shares 1,120 $478K 0.02% +17 Timeline ACM AECOM More: the full row for AECOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,970 shares; 2025Q1: 4,970 shares; 2025Q2: 4,970 shares; 2025Q3: 4,970 shares; 2025Q4: 4,970 shares 4,970 $474K 0.02% 0 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,062 shares; 2025Q1: 1,062 shares; 2025Q2: 934 shares; 2025Q3: 1,330 shares; 2025Q4: 1,169 shares 1,169 $455K 0.02% -161 Timeline CTO CTO RLTY GROWTH INC NEW More: the full row for CTO RLTY GROWTH INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 24,657 shares; 2025Q1: 24,657 shares; 2025Q2: 24,657 shares; 2025Q3: 24,657 shares; 2025Q4: 24,657 shares 24,657 $454K 0.02% 0 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,058 shares; 2025Q1: 5,058 shares; 2025Q2: 2,966 shares; 2025Q3: 2,659 shares; 2025Q4: 2,588 shares 2,588 $415K 0.01% -71 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,532 shares; 2025Q1: 2,579 shares; 2025Q2: 2,351 shares; 2025Q3: 2,096 shares; 2025Q4: 1,912 shares 1,912 $409K 0.01% -184 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: restricted; 2024Q4: 8,981 shares; 2025Q1: 8,981 shares; 2025Q2: 8,467 shares; 2025Q3: 8,467 shares; 2025Q4: 8,467 shares 8,467 $394K 0.01% 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: restricted; 2024Q4: 3,862 shares; 2025Q1: 3,862 shares; 2025Q2: 3,688 shares; 2025Q3: 3,719 shares; 2025Q4: 3,719 shares 3,719 $392K 0.01% 0 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,254 shares; 2025Q1: 2,254 shares; 2025Q2: 2,254 shares; 2025Q3: 2,458 shares; 2025Q4: 2,458 shares 2,458 $370K 0.01% 0 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,382 shares; 2025Q1: 1,382 shares; 2025Q2: 1,346 shares; 2025Q3: 1,346 shares; 2025Q4: 1,426 shares 1,426 $368K 0.01% +80 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,118 shares; 2025Q4: 1,983 shares 1,983 $339K 0.01% -135 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,405 shares; 2025Q1: 1,483 shares; 2025Q2: 1,608 shares; 2025Q3: 1,723 shares; 2025Q4: 550 shares 550 $338K 0.01% -1,173 Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,338 shares; 2025Q1: 2,338 shares; 2025Q2: 2,338 shares; 2025Q3: 2,350 shares; 2025Q4: 2,350 shares 2,350 $329K 0.01% 0 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,689 shares; 2025Q1: 1,689 shares; 2025Q2: 1,635 shares; 2025Q3: 1,645 shares; 2025Q4: 1,633 shares 1,633 $317K 0.01% -12 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,402 shares; 2025Q1: 1,481 shares; 2025Q2: 1,135 shares; 2025Q3: 933 shares; 2025Q4: 929 shares 929 $311K 0.01% -4 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 796 shares; 2025Q1: 796 shares; 2025Q2: 798 shares; 2025Q3: 808 shares; 2025Q4: 864 shares 864 $309K 0.01% +56 Timeline TRMK TRUSTMARK CORP More: the full row for TRUSTMARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,920 shares; 2025Q1: 7,920 shares; 2025Q2: 7,920 shares; 2025Q3: 7,920 shares; 2025Q4: 7,920 shares 7,920 $308K 0.01% 0 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,302 shares; 2025Q1: 3,302 shares; 2025Q2: 3,302 shares; 2025Q3: 3,302 shares; 2025Q4: 3,681 shares 3,681 $308K 0.01% +379 Timeline YETI YETI HLDGS INC More: the full row for YETI HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,854 shares; 2025Q3: 7,300 shares; 2025Q4: 6,932 shares 6,932 $306K 0.01% -368 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,642 shares 1,642 $302K 0.01% new Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,161 shares; 2025Q4: 1,848 shares 1,848 $297K 0.01% -313 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 930 shares; 2025Q1: 930 shares; 2025Q2: 834 shares; 2025Q3: 851 shares; 2025Q4: 846 shares 846 $297K 0.01% -5 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: restricted; 2024Q4: 2,787 shares; 2025Q1: 2,839 shares; 2025Q2: 2,842 shares; 2025Q3: 2,751 shares; 2025Q4: 2,754 shares 2,754 $296K 0.01% +3 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: restricted; 2024Q4: 1,461 shares; 2025Q1: 1,461 shares; 2025Q2: 1,010 shares; 2025Q3: 1,010 shares; 2025Q4: 1,010 shares 1,010 $292K 0.01% 0 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,556 shares; 2025Q1: 1,556 shares; 2025Q2: 1,604 shares; 2025Q3: 1,029 shares; 2025Q4: 829 shares 829 $290K 0.01% -200 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: restricted; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares 2,000 $290K 0.01% 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: restricted; 2024Q4: 3,123 shares; 2025Q1: 2,912 shares; 2025Q2: 2,907 shares; 2025Q3: 2,845 shares; 2025Q4: 2,845 shares 2,845 $287K 0.01% 0 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,725 shares; 2025Q4: 7,725 shares 7,725 $285K 0.01% 0 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 181 shares; 2025Q4: 3,035 shares 3,035 $285K 0.01% +2,854 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,300 shares; 2025Q1: 6,314 shares; 2025Q2: 4,800 shares; 2025Q3: 4,897 shares; 2025Q4: 4,822 shares 4,822 $283K 0.01% -75 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,498 shares; 2025Q1: 7,028 shares; 2025Q2: 7,060 shares; 2025Q3: 7,060 shares; 2025Q4: 7,012 shares 7,012 $282K 0.01% -48 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,670 shares; 2025Q4: 2,770 shares 2,770 $276K 0.01% +100 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,569 shares; 2025Q4: 5,183 shares 5,183 $269K 0.01% -386 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,493 shares; 2025Q4: 1,503 shares 1,503 $267K 0.01% +10 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,759 shares; 2025Q4: 2,759 shares 2,759 $266K 0.01% 0 Timeline VPL VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,883 shares; 2025Q1: 2,883 shares; 2025Q2: 2,883 shares; 2025Q3: 2,883 shares; 2025Q4: 2,883 shares 2,883 $261K 0.01% 0 Timeline OSW ONESPAWORLD HOLDINGS LIMITED More: the full row for ONESPAWORLD HOLDINGS LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,500 shares 12,500 $259K 0.01% new Timeline PIPR PIPER SANDLER COS More: the full row for PIPER SANDLER COS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 900 shares; 2025Q3: 765 shares; 2025Q4: 762 shares 762 $259K 0.01% -3 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,348 shares; 2025Q1: 8,348 shares; 2025Q2: 8,347 shares; 2025Q3: 8,647 shares; 2025Q4: 8,647 shares 8,647 $256K 0.01% 0 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,667 shares; 2025Q1: 2,608 shares; 2025Q2: 2,619 shares; 2025Q3: 2,594 shares; 2025Q4: 530 shares 530 $255K 0.01% -2,064 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,234 shares; 2025Q3: 12,428 shares; 2025Q4: 13,419 shares 13,419 $253K 0.01% +991 Timeline AAEQ EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,104 shares 5,104 $252K 0.01% new 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: restricted; 2024Q4: 7,420 shares; 2025Q1: not reported; 2025Q2: 7,418 shares; 2025Q3: 7,716 shares; 2025Q4: 7,716 shares 7,716 $252K 0.01% 0 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,015 shares; 2025Q1: 3,258 shares; 2025Q2: 3,274 shares; 2025Q3: 3,274 shares; 2025Q4: 3,055 shares 3,055 $251K 0.01% -219 Timeline UE URBAN EDGE PPTYS More: the full row for URBAN EDGE PPTYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,165 shares; 2025Q3: 12,100 shares; 2025Q4: 13,041 shares 13,041 $250K 0.01% +941 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 174 shares; 2025Q1: 174 shares; 2025Q2: 2,610 shares; 2025Q3: 2,700 shares; 2025Q4: 2,700 shares 2,700 $246K 0.01% 0 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,106 shares; 2025Q3: 1,106 shares; 2025Q4: 1,007 shares 1,007 $245K 0.01% -99 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,545 shares 2,545 $244K 0.01% new Timeline RNST RENASANT CORP More: the full row for RENASANT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,809 shares; 2025Q1: not reported; 2025Q2: 6,328 shares; 2025Q3: 6,328 shares; 2025Q4: 6,844 shares 6,844 $241K 0.01% +516 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,990 shares; 2025Q3: 6,465 shares; 2025Q4: 6,225 shares 6,225 $240K 0.01% -240 Timeline ASO ACADEMY SPORTS & OUTDOORS IN More: the full row for ACADEMY SPORTS & OUTDOORS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,881 shares; 2025Q3: 5,231 shares; 2025Q4: 4,791 shares 4,791 $239K 0.01% -440 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,448 shares; 2025Q1: 1,475 shares; 2025Q2: 1,385 shares; 2025Q3: 1,233 shares; 2025Q4: 1,226 shares 1,226 $239K 0.01% -7 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,351 shares; 2025Q3: 4,716 shares; 2025Q4: 4,707 shares 4,707 $239K 0.01% -9 Timeline RSPT 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,350 shares; 2025Q3: 5,240 shares; 2025Q4: 5,240 shares 5,240 $238K 0.01% 0 Timeline FBK FB FINL CORP More: the full row for FB FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,261 shares 4,261 $238K 0.01% new Timeline BLBD BLUE BIRD CORP More: the full row for BLUE BIRD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,994 shares; 2025Q3: 4,263 shares; 2025Q4: 5,055 shares 5,055 $238K 0.01% +792 Timeline SXT SENSIENT TECHNOLOGIES CORP More: the full row for SENSIENT TECHNOLOGIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,281 shares; 2025Q3: 2,523 shares; 2025Q4: 2,523 shares 2,523 $237K 0.01% 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,840 shares; 2025Q4: 3,840 shares 3,840 $237K 0.01% 0 Timeline SXI STANDEX INTL CORP More: the full row for STANDEX INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,085 shares 1,085 $236K 0.01% new Timeline SUI SUN CMNTYS INC More: the full row for SUN CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,900 shares; 2025Q1: 1,900 shares; 2025Q2: 1,900 shares; 2025Q3: 1,900 shares; 2025Q4: 1,900 shares 1,900 $235K 0.01% 0 Timeline HAYW HAYWARD HLDGS INC More: the full row for HAYWARD HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,331 shares; 2025Q4: 15,223 shares 15,223 $235K 0.01% -1,108 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,881 shares; 2025Q1: 3,361 shares; 2025Q2: 2,961 shares; 2025Q3: 2,962 shares; 2025Q4: 2,962 shares 2,962 $234K 0.01% 0 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 317 shares; 2025Q3: 317 shares; 2025Q4: 310 shares 310 $234K 0.01% -7 Timeline SBCF SEACOAST BKG CORP FLA More: the full row for SEACOAST BKG CORP FLA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,367 shares; 2025Q1: not reported; 2025Q2: 8,757 shares; 2025Q3: 8,165 shares; 2025Q4: 7,418 shares 7,418 $233K 0.01% -747 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,284 shares; 2025Q3: 2,390 shares; 2025Q4: 2,331 shares 2,331 $233K 0.01% -59 Timeline CDP COPT DEFENSE PROPERTIES More: the full row for COPT DEFENSE PROPERTIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,573 shares; 2025Q1: not reported; 2025Q2: 8,268 shares; 2025Q3: 8,914 shares; 2025Q4: 8,376 shares 8,376 $233K 0.01% -538 Timeline VECO VEECO INSTRS INC DEL More: the full row for VEECO INSTRS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,263 shares; 2025Q4: 8,132 shares 8,132 $232K 0.01% -131 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: restricted; 2024Q4: 5,361 shares; 2025Q1: not reported; 2025Q2: 8,049 shares; 2025Q3: 7,197 shares; 2025Q4: 6,549 shares 6,549 $231K 0.01% -648 Timeline AIR AAR CORP More: the full row for AAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,315 shares; 2025Q1: not reported; 2025Q2: 3,240 shares; 2025Q3: 3,108 shares; 2025Q4: 2,787 shares 2,787 $231K 0.01% -321 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: restricted; 2024Q4: 7,355 shares; 2025Q1: 7,355 shares; 2025Q2: 6,155 shares; 2025Q3: 6,322 shares; 2025Q4: 6,322 shares 6,322 $229K 0.01% 0 Timeline MMSI MERIT MED SYS INC More: the full row for MERIT MED SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,015 shares; 2025Q2: 2,225 shares; 2025Q3: 2,804 shares; 2025Q4: 2,600 shares 2,600 $229K 0.01% -204 Timeline ECG EVERUS CONSTR GROUP More: the full row for EVERUS CONSTR GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,815 shares; 2025Q3: 2,924 shares; 2025Q4: 2,650 shares 2,650 $227K 0.01% -274 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,311 shares; 2025Q3: 3,592 shares; 2025Q4: 3,592 shares 3,592 $225K 0.01% 0 Timeline VRRM VERRA MOBILITY CORP More: the full row for VERRA MOBILITY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,797 shares; 2025Q1: 9,023 shares; 2025Q2: 9,277 shares; 2025Q3: 10,042 shares; 2025Q4: 10,042 shares 10,042 $225K 0.01% 0 Timeline CHCO CITY HLDG CO More: the full row for CITY HLDG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,680 shares; 2025Q3: 1,887 shares; 2025Q4: 1,887 shares 1,887 $225K 0.01% 0 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,043 shares; 2025Q3: 4,043 shares; 2025Q4: 4,043 shares 4,043 $224K 0.01% 0 Timeline PCH POTLATCHDELTIC CORP More: the full row for POTLATCHDELTIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,632 shares; 2025Q3: 5,612 shares; 2025Q4: 5,612 shares 5,612 $223K 0.01% 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,065 shares; 2025Q3: 10,243 shares; 2025Q4: 10,243 shares 10,243 $220K 0.01% 0 Timeline IPAR INTERPARFUMS INC More: the full row for INTERPARFUMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,632 shares; 2025Q3: 2,222 shares; 2025Q4: 2,547 shares 2,547 $216K 0.01% +325 Timeline CCS CENTURY COMMUNITIES INC More: the full row for CENTURY COMMUNITIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,293 shares; 2025Q3: 4,109 shares; 2025Q4: 3,608 shares 3,608 $214K 0.01% -501 Timeline FCPT FOUR CORNERS PPTY TR INC More: the full row for FOUR CORNERS PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 7,086 shares; 2025Q2: 8,258 shares; 2025Q3: 9,234 shares; 2025Q4: 9,234 shares 9,234 $213K 0.01% 0 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,446 shares 1,446 $204K 0.01% new 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,004 shares; 2025Q3: 867 shares; 2025Q4: 1,694 shares 1,694 $202K 0.01% +827 Timeline GWRE GUIDEWIRE SOFTWARE INC More: the full row for GUIDEWIRE SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares 1,000 $201K 0.01% 0 Timeline TBT 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,735 shares 5,735 $200K 0.01% new Timeline SHO SUNSTONE HOTEL INVS INC NEW More: the full row for SUNSTONE HOTEL INVS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,953 shares; 2025Q3: 11,953 shares; 2025Q4: 11,953 shares 11,953 $107K <0.01% 0 Timeline BBD BANCO BRADESCO S A More: the full row for BANCO BRADESCO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,200 shares; 2025Q1: 13,200 shares; 2025Q2: 13,200 shares; 2025Q3: 13,200 shares; 2025Q4: 13,200 shares 13,200 $44K <0.01% 0 Timeline BTMD BIOTE CORP More: the full row for BIOTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,746 shares; 2025Q1: 12,746 shares; 2025Q2: 12,746 shares; 2025Q3: 12,746 shares; 2025Q4: 12,746 shares 12,746 $33.1K <0.01% 0 Timeline