VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,177 shares; 2025Q4: 265,300 shares 265,300 $32.3M 7% +249,123 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,054 shares; 2025Q4: 150,847 shares 150,847 $21.6M 4.69% +141,793 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: 22,592 shares; 2024Q4: 75,455 shares; 2025Q1: 70,472 shares; 2025Q2: 295,258 shares; 2025Q3: 211,581 shares; 2025Q4: 190,738 shares 190,738 $17.4M 3.78% -20,843 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: 9,748 shares; 2024Q4: 12,092 shares; 2025Q1: 12,374 shares; 2025Q2: 12,883 shares; 2025Q3: 20,990 shares; 2025Q4: 183,044 shares 183,044 $15.3M 3.32% +162,054 Timeline IVLU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 26,181 shares; 2025Q4: 377,992 shares 377,992 $14.4M 3.12% +351,811 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,461 shares; 2025Q3: 34,151 shares; 2025Q4: 148,018 shares 148,018 $12.5M 2.71% +113,867 Timeline SPTS 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: not reported; 2025Q3: 23,404 shares; 2025Q4: 414,953 shares 414,953 $12.1M 2.63% +391,549 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: 12,851 shares; 2024Q4: 22,095 shares; 2025Q1: 28,616 shares; 2025Q2: 36,273 shares; 2025Q3: 61,224 shares; 2025Q4: 53,595 shares 53,595 $10M 2.16% -7,629 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: 24,463 shares; 2024Q4: 23,604 shares; 2025Q1: 23,277 shares; 2025Q2: 23,383 shares; 2025Q3: 22,523 shares; 2025Q4: 16,978 shares 16,978 $8.21M 1.78% -5,545 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 130,106 shares; 2024Q4: 65,699 shares; 2025Q1: 71,623 shares; 2025Q2: 107,086 shares; 2025Q3: not reported; 2025Q4: 87,251 shares 87,251 $7.45M 1.61% new 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: 71,963 shares; 2024Q4: 56,938 shares; 2025Q1: 54,966 shares; 2025Q2: not reported; 2025Q3: 43,158 shares; 2025Q4: 32,178 shares 32,178 $7.43M 1.61% -10,980 Timeline VIOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS 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: 3,480 shares; 2025Q4: 59,762 shares 59,762 $7.25M 1.57% +56,282 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,414 shares; 2024Q4: 18,744 shares; 2025Q1: 55,825 shares; 2025Q2: 168,969 shares; 2025Q3: 172,409 shares; 2025Q4: 151,199 shares 151,199 $7.08M 1.53% -21,210 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: 13,197 shares; 2024Q4: 15,455 shares; 2025Q1: 17,403 shares; 2025Q2: 19,808 shares; 2025Q3: 21,164 shares; 2025Q4: 16,762 shares 16,762 $5.25M 1.14% -4,402 Timeline BBJP 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: 25,035 shares; 2025Q3: 86,799 shares; 2025Q4: 78,530 shares 78,530 $5.18M 1.12% -8,269 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,961 shares; 2025Q4: 68,249 shares 68,249 $4.87M 1.06% +63,288 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: 33,172 shares; 2024Q4: 42,647 shares; 2025Q1: 46,357 shares; 2025Q2: 43,281 shares; 2025Q3: 36,209 shares; 2025Q4: 24,580 shares 24,580 $4.79M 1.04% -11,629 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,063 shares; 2025Q4: 32,702 shares 32,702 $4.71M 1.02% +31,639 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: 21,590 shares; 2024Q4: 21,942 shares; 2025Q1: 21,652 shares; 2025Q2: 20,811 shares; 2025Q3: 17,965 shares; 2025Q4: 12,644 shares 12,644 $4.43M 0.96% -5,321 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: 34,092 shares; 2024Q4: 33,368 shares; 2025Q1: 23,724 shares; 2025Q2: 23,304 shares; 2025Q3: 18,931 shares; 2025Q4: 13,974 shares 13,974 $4.39M 0.95% -4,957 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: 26,849 shares; 2024Q4: 25,921 shares; 2025Q1: 15,926 shares; 2025Q2: 6,888 shares; 2025Q3: 11,894 shares; 2025Q4: 15,860 shares 15,860 $4.31M 0.93% +3,966 Timeline IEF 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: 41,221 shares; 2024Q4: 45,501 shares; 2025Q1: 51,115 shares; 2025Q2: 53,952 shares; 2025Q3: 55,120 shares; 2025Q4: 44,329 shares 44,329 $4.26M 0.92% -10,791 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: 1,910 shares; 2024Q4: 4,670 shares; 2025Q1: 6,171 shares; 2025Q2: 8,171 shares; 2025Q3: 10,532 shares; 2025Q4: 9,286 shares 9,286 $4.18M 0.9% -1,246 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: 10,078 shares; 2024Q4: 12,042 shares; 2025Q1: 13,540 shares; 2025Q2: 7,561 shares; 2025Q3: 7,465 shares; 2025Q4: 5,777 shares 5,777 $3.96M 0.86% -1,688 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: not reported; 2024Q4: 33,949 shares; 2025Q1: 62,070 shares; 2025Q2: 65,272 shares; 2025Q3: 64,907 shares; 2025Q4: 50,574 shares 50,574 $3.82M 0.83% -14,333 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: not reported; 2024Q4: 1,879 shares; 2025Q1: 1,869 shares; 2025Q2: 1,869 shares; 2025Q3: 1,869 shares; 2025Q4: 11,179 shares 11,179 $3.75M 0.81% +9,310 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,225 shares; 2024Q4: 38,827 shares; 2025Q1: 43,321 shares; 2025Q2: 45,592 shares; 2025Q3: 46,497 shares; 2025Q4: 35,285 shares 35,285 $3.61M 0.78% -11,212 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: 962 shares; 2024Q4: 2,481 shares; 2025Q1: 3,578 shares; 2025Q2: 4,780 shares; 2025Q3: 6,269 shares; 2025Q4: 5,455 shares 5,455 $3.6M 0.78% -814 Timeline SPHY 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: not reported; 2025Q3: not reported; 2025Q4: 149,850 shares 149,850 $3.55M 0.77% new Timeline HGER HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,771 shares; 2024Q4: 38,086 shares; 2025Q1: 42,294 shares; 2025Q2: not reported; 2025Q3: 86,345 shares; 2025Q4: 136,466 shares 136,466 $3.39M 0.73% +50,121 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: 17,560 shares; 2024Q4: 18,040 shares; 2025Q1: 18,575 shares; 2025Q2: 19,341 shares; 2025Q3: 20,463 shares; 2025Q4: 14,786 shares 14,786 $3.38M 0.73% -5,677 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 121,880 shares; 2024Q4: 122,388 shares; 2025Q1: 122,088 shares; 2025Q2: 122,153 shares; 2025Q3: 122,194 shares; 2025Q4: 122,319 shares 122,319 $3.2M 0.69% +125 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,115 shares; 2024Q4: 34,916 shares; 2025Q1: 36,109 shares; 2025Q2: 37,776 shares; 2025Q3: 37,380 shares; 2025Q4: 29,909 shares 29,909 $3.19M 0.69% -7,471 Timeline INDA 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: 57,372 shares; 2024Q4: 40,556 shares; 2025Q1: not reported; 2025Q2: 37,013 shares; 2025Q3: 51,264 shares; 2025Q4: 57,591 shares 57,591 $3.11M 0.67% +6,327 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: 1,262 shares; 2024Q4: 3,850 shares; 2025Q1: 5,078 shares; 2025Q2: 4,783 shares; 2025Q3: 4,337 shares; 2025Q4: 2,867 shares 2,867 $3.08M 0.67% -1,470 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 53,549 shares 53,549 $3.07M 0.66% 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: 51,824 shares; 2024Q4: 50,867 shares; 2025Q1: 47,243 shares; 2025Q2: 45,041 shares; 2025Q3: 34,754 shares; 2025Q4: 18,966 shares 18,966 $3.05M 0.66% -15,788 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 51,618 shares 51,618 $3.03M 0.66% new Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,770 shares; 2024Q4: 49,301 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,051 shares; 2025Q4: 46,439 shares 46,439 $3.01M 0.65% +43,388 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: 54,311 shares; 2024Q4: 54,456 shares; 2025Q1: 50,128 shares; 2025Q2: 48,821 shares; 2025Q3: 46,539 shares; 2025Q4: 31,303 shares 31,303 $3.01M 0.65% -15,236 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: 11,652 shares; 2024Q4: 10,781 shares; 2025Q1: 9,988 shares; 2025Q2: 19,588 shares; 2025Q3: 17,744 shares; 2025Q4: 11,069 shares 11,069 $2.97M 0.64% -6,675 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,101 shares; 2024Q4: 26,490 shares; 2025Q1: 26,727 shares; 2025Q2: 27,376 shares; 2025Q3: 26,730 shares; 2025Q4: 17,544 shares 17,544 $2.84M 0.61% -9,186 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: 15,146 shares; 2024Q4: 15,427 shares; 2025Q1: 13,983 shares; 2025Q2: 14,376 shares; 2025Q3: 14,281 shares; 2025Q4: 9,556 shares 9,556 $2.83M 0.61% -4,725 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: 20,385 shares; 2024Q4: 21,944 shares; 2025Q1: 22,940 shares; 2025Q2: 23,922 shares; 2025Q3: 23,959 shares; 2025Q4: 16,347 shares 16,347 $2.8M 0.61% -7,612 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: 12,045 shares; 2024Q4: 12,476 shares; 2025Q1: 12,284 shares; 2025Q2: 12,597 shares; 2025Q3: 13,079 shares; 2025Q4: 9,139 shares 9,139 $2.79M 0.6% -3,940 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,419 shares; 2025Q3: 11,486 shares; 2025Q4: 8,031 shares 8,031 $2.78M 0.6% -3,455 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: 10,851 shares; 2024Q4: 10,719 shares; 2025Q1: 10,847 shares; 2025Q2: 11,181 shares; 2025Q3: 11,026 shares; 2025Q4: 7,671 shares 7,671 $2.64M 0.57% -3,355 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,626 shares; 2024Q4: 22,197 shares; 2025Q1: 22,459 shares; 2025Q2: 18,880 shares; 2025Q3: 18,440 shares; 2025Q4: 12,329 shares 12,329 $2.61M 0.57% -6,111 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: 14,857 shares; 2024Q4: 14,728 shares; 2025Q1: 14,847 shares; 2025Q2: 15,225 shares; 2025Q3: 14,981 shares; 2025Q4: 10,019 shares 10,019 $2.58M 0.56% -4,962 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: 35,932 shares; 2024Q4: 36,948 shares; 2025Q1: 36,971 shares; 2025Q2: 37,787 shares; 2025Q3: 36,835 shares; 2025Q4: 24,413 shares 24,413 $2.57M 0.56% -12,422 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: 29,586 shares; 2024Q4: 30,010 shares; 2025Q1: 30,328 shares; 2025Q2: 31,238 shares; 2025Q3: 30,833 shares; 2025Q4: 21,211 shares 21,211 $2.55M 0.55% -9,622 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: 10,134 shares; 2024Q4: 10,394 shares; 2025Q1: 10,556 shares; 2025Q2: 10,874 shares; 2025Q3: 10,665 shares; 2025Q4: 7,145 shares 7,145 $2.46M 0.53% -3,520 Timeline GSG ISHARES S&P GSCI COMMODITY- More: the full row for ISHARES S&P GSCI COMMODITY- 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: 104,989 shares 104,989 $2.42M 0.52% new 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: 29,157 shares; 2024Q4: 29,019 shares; 2025Q1: 28,686 shares; 2025Q2: 29,391 shares; 2025Q3: 28,868 shares; 2025Q4: 19,711 shares 19,711 $2.42M 0.52% -9,157 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: 10,036 shares; 2024Q4: 9,224 shares; 2025Q1: 8,418 shares; 2025Q2: 7,700 shares; 2025Q3: 6,414 shares; 2025Q4: 4,178 shares 4,178 $2.39M 0.52% -2,236 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: 71,913 shares; 2024Q4: 74,302 shares; 2025Q1: 83,637 shares; 2025Q2: 85,764 shares; 2025Q3: 85,126 shares; 2025Q4: 58,457 shares 58,457 $2.38M 0.52% -26,669 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: 5,893 shares; 2024Q4: 6,149 shares; 2025Q1: 4,180 shares; 2025Q2: 4,476 shares; 2025Q3: 4,074 shares; 2025Q4: 25,338 shares 25,338 $2.38M 0.51% +21,264 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 35,986 shares; 2025Q4: 16,757 shares 16,757 $2.36M 0.51% -19,229 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,609 shares; 2024Q4: 52,660 shares; 2025Q1: 54,820 shares; 2025Q2: 56,714 shares; 2025Q3: 66,077 shares; 2025Q4: 53,117 shares 53,117 $2.36M 0.51% -12,960 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: 15,011 shares; 2024Q4: 15,219 shares; 2025Q1: 15,340 shares; 2025Q2: 20,551 shares; 2025Q3: 20,239 shares; 2025Q4: 13,130 shares 13,130 $2.28M 0.49% -7,109 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,747 shares; 2024Q4: 8,956 shares; 2025Q1: 9,073 shares; 2025Q2: 9,317 shares; 2025Q3: 9,188 shares; 2025Q4: 6,101 shares 6,101 $2.06M 0.45% -3,087 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: 24,948 shares; 2024Q4: 26,443 shares; 2025Q1: 26,492 shares; 2025Q2: 27,623 shares; 2025Q3: 27,745 shares; 2025Q4: 19,148 shares 19,148 $2.02M 0.44% -8,597 Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,969 shares; 2024Q4: 22,531 shares; 2025Q1: 22,826 shares; 2025Q2: 23,440 shares; 2025Q3: 22,750 shares; 2025Q4: 14,458 shares 14,458 $2.01M 0.43% -8,292 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: 39,494 shares; 2024Q4: 39,912 shares; 2025Q1: 40,599 shares; 2025Q2: 41,916 shares; 2025Q3: 40,943 shares; 2025Q4: 27,057 shares 27,057 $1.99M 0.43% -13,886 Timeline ICVT 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: 19,940 shares 19,940 $1.96M 0.43% new Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,323 shares; 2024Q4: 30,008 shares; 2025Q1: 31,568 shares; 2025Q2: 33,423 shares; 2025Q3: 41,737 shares; 2025Q4: 33,992 shares 33,992 $1.93M 0.42% -7,745 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: 17,242 shares; 2024Q4: 19,901 shares; 2025Q1: 22,126 shares; 2025Q2: 22,990 shares; 2025Q3: 21,831 shares; 2025Q4: 16,530 shares 16,530 $1.88M 0.41% -5,301 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: 1,804 shares; 2024Q4: 4,560 shares; 2025Q1: 6,255 shares; 2025Q2: 8,229 shares; 2025Q3: 10,341 shares; 2025Q4: 8,260 shares 8,260 $1.79M 0.39% -2,081 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: 9,746 shares; 2024Q4: 9,739 shares; 2025Q1: 9,832 shares; 2025Q2: 11,091 shares; 2025Q3: 10,865 shares; 2025Q4: 7,222 shares 7,222 $1.78M 0.39% -3,643 Timeline REMX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,109 shares; 2025Q4: 23,875 shares 23,875 $1.76M 0.38% +20,766 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,312 shares; 2024Q4: 4,462 shares; 2025Q1: 4,505 shares; 2025Q2: 4,398 shares; 2025Q3: 4,490 shares; 2025Q4: 3,151 shares 3,151 $1.74M 0.38% -1,339 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: 6,766 shares; 2024Q4: 7,686 shares; 2025Q1: 10,151 shares; 2025Q2: 10,489 shares; 2025Q3: 10,783 shares; 2025Q4: 8,261 shares 8,261 $1.71M 0.37% -2,522 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: 7,445 shares; 2024Q4: 9,391 shares; 2025Q1: 24,816 shares; 2025Q2: 35,118 shares; 2025Q3: 31,325 shares; 2025Q4: 19,708 shares 19,708 $1.66M 0.36% -11,617 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: 19,652 shares; 2024Q4: 19,813 shares; 2025Q1: 19,875 shares; 2025Q2: 20,282 shares; 2025Q3: 19,776 shares; 2025Q4: 12,484 shares 12,484 $1.63M 0.35% -7,292 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,080 shares; 2024Q4: 27,770 shares; 2025Q1: 27,838 shares; 2025Q2: 37,772 shares; 2025Q3: 37,076 shares; 2025Q4: 23,785 shares 23,785 $1.62M 0.35% -13,291 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 31,373 shares 31,373 $1.56M 0.34% new Timeline UDN INVESCO DB US DLR INDEX TR More: the full row for INVESCO DB US DLR INDEX 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: 81,946 shares 81,946 $1.49M 0.32% new 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: 3,421 shares; 2024Q4: 3,547 shares; 2025Q1: 3,660 shares; 2025Q2: 3,756 shares; 2025Q3: 3,669 shares; 2025Q4: 2,936 shares 2,936 $1.48M 0.32% -733 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: 35,901 shares; 2024Q4: 36,668 shares; 2025Q1: 36,915 shares; 2025Q2: 37,742 shares; 2025Q3: 39,152 shares; 2025Q4: 26,116 shares 26,116 $1.47M 0.32% -13,036 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,113 shares; 2024Q4: 4,521 shares; 2025Q1: 2,637 shares; 2025Q2: 2,888 shares; 2025Q3: 2,440 shares; 2025Q4: 9,069 shares 9,069 $1.39M 0.3% +6,629 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,414 shares; 2024Q4: 5,613 shares; 2025Q1: 5,919 shares; 2025Q2: 5,948 shares; 2025Q3: 6,287 shares; 2025Q4: 4,532 shares 4,532 $1.39M 0.3% -1,755 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,396 shares; 2024Q4: 3,490 shares; 2025Q1: 3,641 shares; 2025Q2: 3,643 shares; 2025Q3: 2,861 shares; 2025Q4: 1,479 shares 1,479 $1.38M 0.3% -1,382 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,100 shares; 2024Q4: 18,100 shares; 2025Q1: 18,100 shares; 2025Q2: 45,500 shares; 2025Q3: 58,008 shares; 2025Q4: 58,008 shares 58,008 $1.37M 0.3% 0 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: not reported; 2024Q4: 533 shares; 2025Q1: 835 shares; 2025Q2: 1,124 shares; 2025Q3: 1,454 shares; 2025Q4: 2,381 shares 2,381 $1.35M 0.29% +927 Timeline CYBERARK SOFTWARE LTD/ISRAEL CYBERARK SOFTWARE LTD/ISRAEL More: the full row for CYBERARK SOFTWARE LTD/ISRAEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,911 shares; 2024Q4: 4,181 shares; 2025Q1: 4,915 shares; 2025Q2: 4,504 shares; 2025Q3: 4,611 shares; 2025Q4: 2,951 shares 2,951 $1.32M 0.29% -1,660 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: 31,912 shares; 2024Q4: 31,005 shares; 2025Q1: 26,553 shares; 2025Q2: 25,221 shares; 2025Q3: 33,448 shares; 2025Q4: 25,278 shares 25,278 $1.29M 0.28% -8,170 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: 2,677 shares; 2024Q4: 2,549 shares; 2025Q1: 2,922 shares; 2025Q2: 3,174 shares; 2025Q3: 3,412 shares; 2025Q4: 2,966 shares 2,966 $1.18M 0.25% -446 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,566 shares; 2024Q4: 14,033 shares; 2025Q1: 14,192 shares; 2025Q2: 15,916 shares; 2025Q3: 16,116 shares; 2025Q4: 11,350 shares 11,350 $1.16M 0.25% -4,766 Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM 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: 51,555 shares 51,555 $1.16M 0.25% new Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,115 shares; 2025Q3: 2,531 shares; 2025Q4: 1,676 shares 1,676 $1.13M 0.25% -855 Timeline SPMB 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: 45,772 shares; 2024Q4: 49,583 shares; 2025Q1: 50,233 shares; 2025Q2: 52,385 shares; 2025Q3: 56,974 shares; 2025Q4: 48,992 shares 48,992 $1.1M 0.24% -7,982 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,042 shares; 2025Q1: 10,950 shares; 2025Q2: 14,408 shares; 2025Q3: 17,992 shares; 2025Q4: 14,136 shares 14,136 $1.08M 0.23% -3,856 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: not reported; 2024Q4: 935 shares; 2025Q1: 1,573 shares; 2025Q2: 2,145 shares; 2025Q3: 2,898 shares; 2025Q4: 2,344 shares 2,344 $1.06M 0.23% -554 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: 35,019 shares; 2024Q4: 31,994 shares; 2025Q1: 29,053 shares; 2025Q2: 26,311 shares; 2025Q3: 18,225 shares; 2025Q4: 8,465 shares 8,465 $1.06M 0.23% -9,760 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,734 shares; 2024Q4: 13,644 shares; 2025Q1: 13,833 shares; 2025Q2: 14,435 shares; 2025Q3: 28,636 shares; 2025Q4: 24,681 shares 24,681 $1.06M 0.23% -3,955 Timeline REZ 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: 12,728 shares 12,728 $1.05M 0.23% new Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,385 shares; 2024Q4: 5,044 shares; 2025Q1: 4,651 shares; 2025Q2: 4,255 shares; 2025Q3: 3,366 shares; 2025Q4: 1,819 shares 1,819 $1.04M 0.23% -1,547 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: 16,016 shares; 2024Q4: 16,180 shares; 2025Q1: 16,165 shares; 2025Q2: 16,594 shares; 2025Q3: 16,031 shares; 2025Q4: 10,321 shares 10,321 $1.04M 0.23% -5,710 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: 14,986 shares; 2024Q4: 10,100 shares; 2025Q1: 5,449 shares; 2025Q2: 5,382 shares; 2025Q3: 16,560 shares; 2025Q4: 10,887 shares 10,887 $1.04M 0.22% -5,673 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,020 shares; 2024Q4: 19,720 shares; 2025Q1: 22,886 shares; 2025Q2: 20,618 shares; 2025Q3: 16,188 shares; 2025Q4: 8,004 shares 8,004 $1.01M 0.22% -8,184 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 981 shares; 2024Q4: 2,063 shares; 2025Q1: 2,743 shares; 2025Q2: 3,477 shares; 2025Q3: 4,225 shares; 2025Q4: 3,361 shares 3,361 $995K 0.22% -864 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,753 shares 14,753 $965K 0.21% new 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: not reported; 2024Q4: 1,804 shares; 2025Q1: 2,532 shares; 2025Q2: 3,441 shares; 2025Q3: 4,418 shares; 2025Q4: 3,616 shares 3,616 $958K 0.21% -802 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: 18,529 shares; 2024Q4: 18,780 shares; 2025Q1: 11,596 shares; 2025Q2: 7,360 shares; 2025Q3: not reported; 2025Q4: 5,212 shares 5,212 $956K 0.21% new 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: 4,215 shares; 2024Q4: 4,975 shares; 2025Q1: 5,013 shares; 2025Q2: 5,443 shares; 2025Q3: 8,354 shares; 2025Q4: 6,627 shares 6,627 $951K 0.21% -1,727 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: 3,275 shares; 2024Q4: 3,282 shares; 2025Q1: 3,570 shares; 2025Q2: 3,456 shares; 2025Q3: 4,426 shares; 2025Q4: 3,039 shares 3,039 $945K 0.2% -1,387 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,242 shares; 2024Q4: 17,842 shares; 2025Q1: 18,714 shares; 2025Q2: 20,422 shares; 2025Q3: 25,113 shares; 2025Q4: 19,956 shares 19,956 $935K 0.2% -5,157 Timeline OLLI OLLIES BARGAIN OUTLET HLDGS More: the full row for OLLIES BARGAIN OUTLET HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,966 shares; 2024Q4: 14,674 shares; 2025Q1: 14,617 shares; 2025Q2: 14,472 shares; 2025Q3: 13,426 shares; 2025Q4: 8,312 shares 8,312 $911K 0.2% -5,114 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: 2,160 shares; 2024Q4: 2,130 shares; 2025Q1: 8,095 shares; 2025Q2: 7,427 shares; 2025Q3: 5,237 shares; 2025Q4: 2,576 shares 2,576 $909K 0.2% -2,661 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,564 shares; 2024Q4: 2,734 shares; 2025Q1: 2,445 shares; 2025Q2: 2,482 shares; 2025Q3: 2,641 shares; 2025Q4: 1,613 shares 1,613 $906K 0.2% -1,028 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: 51,305 shares; 2024Q4: 60,367 shares; 2025Q1: 61,879 shares; 2025Q2: 64,464 shares; 2025Q3: 44,250 shares; 2025Q4: 38,878 shares 38,878 $895K 0.19% -5,372 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: not reported; 2024Q4: 3,778 shares; 2025Q1: 5,617 shares; 2025Q2: 9,257 shares; 2025Q3: 11,371 shares; 2025Q4: 8,843 shares 8,843 $883K 0.19% -2,528 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,895 shares; 2024Q4: 19,933 shares; 2025Q1: 20,446 shares; 2025Q2: 21,393 shares; 2025Q3: 38,580 shares; 2025Q4: 33,226 shares 33,226 $880K 0.19% -5,354 Timeline VMI VALMONT INDS INC More: the full row for VALMONT INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,560 shares; 2024Q4: 2,723 shares; 2025Q1: 2,731 shares; 2025Q2: 2,792 shares; 2025Q3: 2,995 shares; 2025Q4: 2,186 shares 2,186 $879K 0.19% -809 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: 4,105 shares; 2024Q4: 5,438 shares; 2025Q1: 5,784 shares; 2025Q2: 6,016 shares; 2025Q3: 5,957 shares; 2025Q4: 6,020 shares 6,020 $863K 0.19% +63 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: 23,807 shares; 2024Q4: 15,990 shares; 2025Q1: 14,459 shares; 2025Q2: 14,932 shares; 2025Q3: 14,451 shares; 2025Q4: 11,158 shares 11,158 $860K 0.19% -3,293 Timeline IBDU 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: 26,143 shares; 2025Q3: not reported; 2025Q4: 36,309 shares 36,309 $850K 0.18% new 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: 36,158 shares; 2024Q4: 57,455 shares; 2025Q1: 89,133 shares; 2025Q2: 30,818 shares; 2025Q3: 12,636 shares; 2025Q4: 7,711 shares 7,711 $848K 0.18% -4,925 Timeline HALO HALOZYME THERAPEUTICS INC More: the full row for HALOZYME THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,893 shares; 2024Q4: 20,463 shares; 2025Q1: 20,539 shares; 2025Q2: 19,065 shares; 2025Q3: 18,042 shares; 2025Q4: 12,592 shares 12,592 $847K 0.18% -5,450 Timeline RMBS RAMBUS INC DEL More: the full row for RAMBUS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,970 shares; 2025Q2: 12,181 shares; 2025Q3: 12,935 shares; 2025Q4: 9,204 shares 9,204 $846K 0.18% -3,731 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: 42,758 shares; 2025Q4: 34,672 shares 34,672 $842K 0.18% -8,086 Timeline BJ BJS WHSL CLUB HLDGS INC More: the full row for BJS WHSL CLUB HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,669 shares; 2024Q4: 11,309 shares; 2025Q1: 11,558 shares; 2025Q2: 11,783 shares; 2025Q3: 12,614 shares; 2025Q4: 9,340 shares 9,340 $841K 0.18% -3,274 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: 23,831 shares; 2025Q3: 40,865 shares; 2025Q4: 33,024 shares 33,024 $841K 0.18% -7,841 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: 9,256 shares; 2024Q4: 8,637 shares; 2025Q1: 7,948 shares; 2025Q2: 8,055 shares; 2025Q3: 4,258 shares; 2025Q4: 2,396 shares 2,396 $839K 0.18% -1,862 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: 42,669 shares; 2025Q4: 34,557 shares 34,557 $837K 0.18% -8,112 Timeline IBDV 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: 37,795 shares 37,795 $834K 0.18% new Timeline TLT 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: 98,286 shares; 2024Q4: not reported; 2025Q1: 35,123 shares; 2025Q2: not reported; 2025Q3: 15,423 shares; 2025Q4: 9,508 shares 9,508 $829K 0.18% -5,915 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 538 shares; 2024Q4: 1,322 shares; 2025Q1: 1,343 shares; 2025Q2: 1,362 shares; 2025Q3: 1,199 shares; 2025Q4: 766 shares 766 $820K 0.18% -433 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: 2,182 shares; 2024Q4: 2,655 shares; 2025Q1: 2,704 shares; 2025Q2: 2,278 shares; 2025Q3: 2,263 shares; 2025Q4: 2,619 shares 2,619 $796K 0.17% +356 Timeline RGEN REPLIGEN CORP More: the full row for REPLIGEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,387 shares; 2024Q4: 3,586 shares; 2025Q1: 3,675 shares; 2025Q2: 3,766 shares; 2025Q3: 6,505 shares; 2025Q4: 4,810 shares 4,810 $788K 0.17% -1,695 Timeline PTC PTC INC More: the full row for PTC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,819 shares; 2024Q4: 7,056 shares; 2025Q1: 5,624 shares; 2025Q2: 5,721 shares; 2025Q3: 6,067 shares; 2025Q4: 4,426 shares 4,426 $771K 0.17% -1,641 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: 11,181 shares; 2024Q4: 10,972 shares; 2025Q1: 8,969 shares; 2025Q2: 9,960 shares; 2025Q3: 9,752 shares; 2025Q4: 8,100 shares 8,100 $755K 0.16% -1,652 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 348 shares; 2025Q1: 633 shares; 2025Q2: 947 shares; 2025Q3: 1,221 shares; 2025Q4: 977 shares 977 $754K 0.16% -244 Timeline PODD INSULET CORP More: the full row for INSULET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,028 shares; 2024Q4: 3,263 shares; 2025Q1: 3,337 shares; 2025Q2: 3,294 shares; 2025Q3: 3,583 shares; 2025Q4: 2,601 shares 2,601 $739K 0.16% -982 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,615 shares; 2024Q4: 19,438 shares; 2025Q1: 19,041 shares; 2025Q2: 19,326 shares; 2025Q3: 20,559 shares; 2025Q4: 14,752 shares 14,752 $738K 0.16% -5,807 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: 3,095 shares; 2024Q4: 3,123 shares; 2025Q1: 3,185 shares; 2025Q2: 3,190 shares; 2025Q3: 2,939 shares; 2025Q4: 2,158 shares 2,158 $727K 0.16% -781 Timeline UFPT UFP TECHNOLOGIES INC More: the full row for UFP TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,258 shares; 2024Q4: 3,026 shares; 2025Q1: 3,088 shares; 2025Q2: 3,093 shares; 2025Q3: 3,308 shares; 2025Q4: 3,197 shares 3,197 $710K 0.15% -111 Timeline KRMN KARMAN HLDGS INC More: the full row for KARMAN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,563 shares 9,563 $700K 0.15% new Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 355 shares; 2025Q3: 1,727 shares; 2025Q4: 1,056 shares 1,056 $700K 0.15% -671 Timeline JPST 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: 275,032 shares; 2024Q4: 275,425 shares; 2025Q1: 300,569 shares; 2025Q2: not reported; 2025Q3: 9,866 shares; 2025Q4: 13,048 shares 13,048 $660K 0.14% +3,182 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: 46,862 shares; 2024Q4: 38,178 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,110 shares; 2025Q4: 7,390 shares 7,390 $659K 0.14% -4,720 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: 1,626 shares; 2024Q4: 1,617 shares; 2025Q1: 1,589 shares; 2025Q2: 1,777 shares; 2025Q3: 1,996 shares; 2025Q4: 2,041 shares 2,041 $658K 0.14% +45 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: 23,421 shares; 2024Q4: 21,535 shares; 2025Q1: 19,543 shares; 2025Q2: 17,577 shares; 2025Q3: 8,870 shares; 2025Q4: 4,842 shares 4,842 $657K 0.14% -4,028 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,179 shares; 2024Q4: 31,768 shares; 2025Q1: 26,675 shares; 2025Q2: not reported; 2025Q3: 11,020 shares; 2025Q4: 6,750 shares 6,750 $650K 0.14% -4,270 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: 31,954 shares; 2024Q4: 26,013 shares; 2025Q1: 21,839 shares; 2025Q2: 16,379 shares; 2025Q3: 9,658 shares; 2025Q4: 5,880 shares 5,880 $648K 0.14% -3,778 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,034 shares; 2024Q4: 3,241 shares; 2025Q1: 3,305 shares; 2025Q2: 3,346 shares; 2025Q3: 3,518 shares; 2025Q4: 2,549 shares 2,549 $646K 0.14% -969 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,168 shares; 2024Q4: 35,750 shares; 2025Q1: 30,030 shares; 2025Q2: not reported; 2025Q3: 12,916 shares; 2025Q4: 7,943 shares 7,943 $640K 0.14% -4,973 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: 1,031 shares; 2024Q4: 1,293 shares; 2025Q1: 1,280 shares; 2025Q2: 1,339 shares; 2025Q3: 1,446 shares; 2025Q4: 2,867 shares 2,867 $630K 0.14% +1,421 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,951 shares; 2024Q4: 3,154 shares; 2025Q1: 3,208 shares; 2025Q2: 3,276 shares; 2025Q3: 3,518 shares; 2025Q4: 2,550 shares 2,550 $611K 0.13% -968 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: not reported; 2024Q4: 2,757 shares; 2025Q1: 4,685 shares; 2025Q2: 4,760 shares; 2025Q3: 5,073 shares; 2025Q4: 3,649 shares 3,649 $610K 0.13% -1,424 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 420 shares; 2024Q4: 421 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,557 shares; 2025Q4: 1,289 shares 1,289 $605K 0.13% -1,268 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: 7,408 shares; 2024Q4: 7,137 shares; 2025Q1: 6,707 shares; 2025Q2: 6,317 shares; 2025Q3: 1,272 shares; 2025Q4: 1,044 shares 1,044 $605K 0.13% -228 Timeline FND FLOOR & DECOR HLDGS INC More: the full row for FLOOR & DECOR HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,889 shares 9,889 $602K 0.13% new Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,990 shares; 2024Q4: 6,962 shares; 2025Q1: 6,984 shares; 2025Q2: 6,528 shares; 2025Q3: 4,671 shares; 2025Q4: 3,736 shares 3,736 $599K 0.13% -935 Timeline BOOT BOOT BARN HLDGS INC More: the full row for BOOT BARN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,665 shares; 2025Q4: 3,388 shares 3,388 $598K 0.13% -277 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: 6,297 shares; 2024Q4: 6,717 shares; 2025Q1: 10,487 shares; 2025Q2: 10,548 shares; 2025Q3: 10,407 shares; 2025Q4: 7,598 shares 7,598 $578K 0.13% -2,809 Timeline EXLS EXLSERVICE HLDGS INC More: the full row for EXLSERVICE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,562 shares; 2025Q3: 18,580 shares; 2025Q4: 13,480 shares 13,480 $572K 0.12% -5,100 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,150 shares; 2025Q3: 5,544 shares; 2025Q4: 4,026 shares 4,026 $572K 0.12% -1,518 Timeline RRC RANGE RES CORP More: the full row for RANGE RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,606 shares; 2024Q4: 19,973 shares; 2025Q1: 20,449 shares; 2025Q2: 20,875 shares; 2025Q3: 22,193 shares; 2025Q4: 16,142 shares 16,142 $569K 0.12% -6,051 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: 10,857 shares; 2024Q4: 11,529 shares; 2025Q1: 11,783 shares; 2025Q2: 11,977 shares; 2025Q3: 12,515 shares; 2025Q4: 9,083 shares 9,083 $560K 0.12% -3,432 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: 2,804 shares; 2024Q4: 2,761 shares; 2025Q1: 3,518 shares; 2025Q2: 3,740 shares; 2025Q3: 4,411 shares; 2025Q4: 3,629 shares 3,629 $553K 0.12% -782 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,349 shares; 2024Q4: 8,220 shares; 2025Q1: 8,222 shares; 2025Q2: 8,223 shares; 2025Q3: 7,471 shares; 2025Q4: 7,471 shares 7,471 $551K 0.12% 0 Timeline CWAN CLEARWATER ANALYTICS HLDGS I More: the full row for CLEARWATER ANALYTICS HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 22,426 shares; 2025Q2: 29,083 shares; 2025Q3: 31,091 shares; 2025Q4: 22,394 shares 22,394 $540K 0.12% -8,697 Timeline COO COOPER COS INC More: the full row for COOPER COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,846 shares; 2024Q4: 11,262 shares; 2025Q1: 11,251 shares; 2025Q2: 11,357 shares; 2025Q3: 9,151 shares; 2025Q4: 6,382 shares 6,382 $523K 0.11% -2,769 Timeline KNSL KINSALE CAP GROUP INC More: the full row for KINSALE CAP GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,172 shares; 2024Q4: 1,290 shares; 2025Q1: 1,981 shares; 2025Q2: 1,968 shares; 2025Q3: 2,042 shares; 2025Q4: 1,285 shares 1,285 $503K 0.11% -757 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,314 shares; 2024Q4: 6,350 shares; 2025Q1: 6,471 shares; 2025Q2: 6,475 shares; 2025Q3: 4,261 shares; 2025Q4: 3,057 shares 3,057 $492K 0.11% -1,204 Timeline MORN MORNINGSTAR INC More: the full row for MORNINGSTAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,702 shares; 2024Q4: 4,793 shares; 2025Q1: 4,819 shares; 2025Q2: 4,701 shares; 2025Q3: 4,468 shares; 2025Q4: 2,246 shares 2,246 $488K 0.11% -2,222 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: 3,985 shares; 2024Q4: 5,245 shares; 2025Q1: 5,037 shares; 2025Q2: 6,183 shares; 2025Q3: 6,269 shares; 2025Q4: 5,137 shares 5,137 $481K 0.1% -1,132 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,496 shares; 2024Q4: 3,309 shares; 2025Q1: 3,354 shares; 2025Q2: 3,414 shares; 2025Q3: 3,606 shares; 2025Q4: 2,610 shares 2,610 $475K 0.1% -996 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,448 shares; 2025Q2: 3,234 shares; 2025Q3: 4,071 shares; 2025Q4: 3,174 shares 3,174 $473K 0.1% -897 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: 5,588 shares; 2024Q4: 5,530 shares; 2025Q1: 8,187 shares; 2025Q2: 8,481 shares; 2025Q3: 8,752 shares; 2025Q4: 6,327 shares 6,327 $465K 0.1% -2,425 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,536 shares; 2025Q1: 2,697 shares; 2025Q2: 3,511 shares; 2025Q3: 4,331 shares; 2025Q4: 3,344 shares 3,344 $461K 0.1% -987 Timeline BMI BADGER METER INC More: the full row for BADGER METER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,324 shares; 2025Q1: 3,450 shares; 2025Q2: 3,506 shares; 2025Q3: 3,589 shares; 2025Q4: 2,639 shares 2,639 $460K 0.1% -950 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: not reported; 2024Q4: not reported; 2025Q1: 5,311 shares; 2025Q2: 5,528 shares; 2025Q3: 5,536 shares; 2025Q4: 4,576 shares 4,576 $457K 0.1% -960 Timeline CVLT COMMVAULT SYS INC More: the full row for COMMVAULT SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,199 shares; 2024Q4: 4,551 shares; 2025Q1: 4,689 shares; 2025Q2: 4,775 shares; 2025Q3: 5,088 shares; 2025Q4: 3,646 shares 3,646 $457K 0.1% -1,442 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: not reported; 2024Q4: not reported; 2025Q1: 1,440 shares; 2025Q2: 1,854 shares; 2025Q3: 2,025 shares; 2025Q4: 1,975 shares 1,975 $457K 0.1% -50 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,956 shares; 2025Q4: 5,580 shares 5,580 $456K 0.1% -4,376 Timeline ENTG ENTEGRIS INC More: the full row for ENTEGRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,463 shares; 2024Q4: 6,628 shares; 2025Q1: 6,830 shares; 2025Q2: 6,933 shares; 2025Q3: 7,285 shares; 2025Q4: 5,237 shares 5,237 $441K 0.1% -2,048 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: 12,289 shares; 2024Q4: 12,435 shares; 2025Q1: 10,358 shares; 2025Q2: 11,099 shares; 2025Q3: 6,986 shares; 2025Q4: 6,264 shares 6,264 $438K 0.09% -722 Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,839 shares; 2024Q4: 4,149 shares; 2025Q1: 4,244 shares; 2025Q2: 4,268 shares; 2025Q3: 4,443 shares; 2025Q4: 3,215 shares 3,215 $438K 0.09% -1,228 Timeline TRNO TERRENO RLTY CORP More: the full row for TERRENO RLTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,415 shares; 2024Q4: 9,097 shares; 2025Q1: 9,297 shares; 2025Q2: 9,486 shares; 2025Q3: 10,041 shares; 2025Q4: 7,278 shares 7,278 $427K 0.09% -2,763 Timeline CSGP COSTAR GROUP INC More: the full row for COSTAR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,596 shares; 2025Q1: 16,198 shares; 2025Q2: 16,727 shares; 2025Q3: 13,490 shares; 2025Q4: 6,349 shares 6,349 $427K 0.09% -7,141 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: 1,186 shares; 2024Q4: 1,183 shares; 2025Q1: 1,145 shares; 2025Q2: 1,261 shares; 2025Q3: 1,381 shares; 2025Q4: 1,136 shares 1,136 $420K 0.09% -245 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: 11,149 shares; 2024Q4: 11,126 shares; 2025Q1: 10,708 shares; 2025Q2: 10,942 shares; 2025Q3: 10,853 shares; 2025Q4: 8,513 shares 8,513 $407K 0.09% -2,340 Timeline JQUA 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: 12,318 shares; 2024Q4: 7,955 shares; 2025Q1: 8,200 shares; 2025Q2: 8,583 shares; 2025Q3: 7,962 shares; 2025Q4: 6,443 shares 6,443 $407K 0.09% -1,519 Timeline SPSC SPS COMM INC More: the full row for SPS COMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,904 shares; 2024Q4: 9,179 shares; 2025Q1: 9,269 shares; 2025Q2: 8,163 shares; 2025Q3: 8,135 shares; 2025Q4: 4,541 shares 4,541 $405K 0.09% -3,594 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,652 shares; 2024Q4: 1,680 shares; 2025Q1: 1,568 shares; 2025Q2: 1,608 shares; 2025Q3: 1,630 shares; 2025Q4: 1,476 shares 1,476 $403K 0.09% -154 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: 2,776 shares; 2024Q4: 2,810 shares; 2025Q1: 1,839 shares; 2025Q2: 2,857 shares; 2025Q3: 2,845 shares; 2025Q4: 2,065 shares 2,065 $401K 0.09% -780 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,209 shares; 2024Q4: 5,317 shares; 2025Q1: 4,018 shares; 2025Q2: 3,221 shares; 2025Q3: 3,267 shares; 2025Q4: 2,358 shares 2,358 $400K 0.09% -909 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: not reported; 2024Q4: not reported; 2025Q1: 235 shares; 2025Q2: 294 shares; 2025Q3: 397 shares; 2025Q4: 454 shares 454 $392K 0.08% +57 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: 11,902 shares; 2024Q4: 12,571 shares; 2025Q1: 15,270 shares; 2025Q2: 16,166 shares; 2025Q3: 19,843 shares; 2025Q4: 15,597 shares 15,597 $388K 0.08% -4,246 Timeline SEIC SEI INVTS CO More: the full row for SEI INVTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,618 shares; 2025Q1: 3,647 shares; 2025Q2: 4,775 shares; 2025Q3: 6,008 shares; 2025Q4: 4,708 shares 4,708 $386K 0.08% -1,300 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,044 shares; 2024Q4: 7,415 shares; 2025Q1: 7,265 shares; 2025Q2: 7,613 shares; 2025Q3: 7,513 shares; 2025Q4: 8,288 shares 8,288 $380K 0.08% +775 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: 3,110 shares; 2024Q4: 2,994 shares; 2025Q1: 4,022 shares; 2025Q2: 3,936 shares; 2025Q3: 5,103 shares; 2025Q4: 3,823 shares 3,823 $379K 0.08% -1,280 Timeline PAYC PAYCOM SOFTWARE INC More: the full row for PAYCOM SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,276 shares; 2024Q4: 7,652 shares; 2025Q1: 6,987 shares; 2025Q2: 6,322 shares; 2025Q3: 4,962 shares; 2025Q4: 2,378 shares 2,378 $379K 0.08% -2,584 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,853 shares; 2025Q3: 3,127 shares; 2025Q4: 2,748 shares 2,748 $371K 0.08% -379 Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,747 shares; 2025Q4: 2,579 shares 2,579 $371K 0.08% -1,168 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: 8,120 shares; 2024Q4: 8,223 shares; 2025Q1: 7,860 shares; 2025Q2: 9,671 shares; 2025Q3: 10,110 shares; 2025Q4: 6,741 shares 6,741 $371K 0.08% -3,369 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,065 shares; 2024Q4: 7,464 shares; 2025Q1: 7,795 shares; 2025Q2: 11,227 shares; 2025Q3: 11,240 shares; 2025Q4: 8,817 shares 8,817 $363K 0.08% -2,423 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: 9,309 shares; 2024Q4: 8,116 shares; 2025Q1: 8,659 shares; 2025Q2: 8,966 shares; 2025Q3: 9,141 shares; 2025Q4: 6,663 shares 6,663 $356K 0.08% -2,478 Timeline SPSB 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: 7,911 shares; 2024Q4: 12,570 shares; 2025Q1: 12,755 shares; 2025Q2: 13,225 shares; 2025Q3: 13,945 shares; 2025Q4: 11,595 shares 11,595 $350K 0.08% -2,350 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: 3,963 shares; 2024Q4: 4,052 shares; 2025Q1: 3,806 shares; 2025Q2: 3,893 shares; 2025Q3: 3,889 shares; 2025Q4: 2,978 shares 2,978 $349K 0.08% -911 Timeline POOL POOL CORP More: the full row for POOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,794 shares; 2024Q4: 2,171 shares; 2025Q1: 2,189 shares; 2025Q2: 2,286 shares; 2025Q3: 2,404 shares; 2025Q4: 1,491 shares 1,491 $341K 0.07% -913 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,096 shares; 2025Q4: 4,086 shares 4,086 $339K 0.07% -10 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: not reported; 2024Q4: not reported; 2025Q1: 1,679 shares; 2025Q2: 2,274 shares; 2025Q3: 2,860 shares; 2025Q4: 2,238 shares 2,238 $339K 0.07% -622 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 671 shares; 2025Q3: 882 shares; 2025Q4: 718 shares 718 $334K 0.07% -164 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 427 shares 427 $322K 0.07% new Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,457 shares; 2025Q3: 3,058 shares; 2025Q4: 2,396 shares 2,396 $314K 0.07% -662 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,849 shares; 2024Q4: 9,034 shares; 2025Q1: 9,463 shares; 2025Q2: 10,037 shares; 2025Q3: 3,985 shares; 2025Q4: 3,291 shares 3,291 $310K 0.07% -694 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,548 shares; 2024Q4: 1,578 shares; 2025Q1: 1,944 shares; 2025Q2: 2,055 shares; 2025Q3: 2,062 shares; 2025Q4: 1,674 shares 1,674 $310K 0.07% -388 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: 533 shares; 2024Q4: 599 shares; 2025Q1: 601 shares; 2025Q2: 677 shares; 2025Q3: 745 shares; 2025Q4: 628 shares 628 $304K 0.07% -117 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: 5,097 shares; 2024Q4: 5,122 shares; 2025Q1: 4,847 shares; 2025Q2: 4,954 shares; 2025Q3: 4,950 shares; 2025Q4: 3,825 shares 3,825 $304K 0.07% -1,125 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: 22,282 shares; 2024Q4: 22,056 shares; 2025Q1: 14,220 shares; 2025Q2: 14,826 shares; 2025Q3: 15,005 shares; 2025Q4: 11,878 shares 11,878 $295K 0.06% -3,127 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: 8,473 shares; 2024Q4: 9,442 shares; 2025Q1: 9,346 shares; 2025Q2: 10,250 shares; 2025Q3: 11,052 shares; 2025Q4: 9,808 shares 9,808 $293K 0.06% -1,244 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,136 shares; 2025Q4: 1,631 shares 1,631 $290K 0.06% +495 Timeline DUOL DUOLINGO INC More: the full row for DUOLINGO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,081 shares; 2025Q2: 2,118 shares; 2025Q3: 2,236 shares; 2025Q4: 1,633 shares 1,633 $287K 0.06% -603 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: 2,910 shares; 2024Q4: 2,992 shares; 2025Q1: 3,072 shares; 2025Q2: 3,217 shares; 2025Q3: 3,227 shares; 2025Q4: 2,465 shares 2,465 $284K 0.06% -762 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,652 shares; 2025Q4: 1,783 shares 1,783 $274K 0.06% +131 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,164 shares; 2025Q3: 5,173 shares; 2025Q4: 4,115 shares 4,115 $268K 0.06% -1,058 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: 4,784 shares; 2024Q4: 4,748 shares; 2025Q1: 7,679 shares; 2025Q2: 7,620 shares; 2025Q3: 7,006 shares; 2025Q4: 4,918 shares 4,918 $265K 0.06% -2,088 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: 3,338 shares; 2024Q4: 4,914 shares; 2025Q1: 4,424 shares; 2025Q2: 4,741 shares; 2025Q3: 4,953 shares; 2025Q4: 5,681 shares 5,681 $264K 0.06% +728 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: 5,980 shares; 2024Q4: 3,920 shares; 2025Q1: 3,579 shares; 2025Q2: 709 shares; 2025Q3: 703 shares; 2025Q4: 797 shares 797 $263K 0.06% +94 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 744 shares; 2025Q4: 798 shares 798 $261K 0.06% +54 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,202 shares; 2024Q4: 10,799 shares; 2025Q1: 10,132 shares; 2025Q2: 9,502 shares; 2025Q3: 5,214 shares; 2025Q4: 1,174 shares 1,174 $252K 0.05% -4,040 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: 4,857 shares; 2025Q1: 4,956 shares; 2025Q2: 5,173 shares; 2025Q3: 5,737 shares; 2025Q4: 4,927 shares 4,927 $249K 0.05% -810 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 891 shares; 2024Q4: 840 shares; 2025Q1: 785 shares; 2025Q2: 854 shares; 2025Q3: 740 shares; 2025Q4: 407 shares 407 $249K 0.05% -333 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,696 shares; 2024Q4: 1,924 shares; 2025Q1: 1,056 shares; 2025Q2: 1,275 shares; 2025Q3: 1,453 shares; 2025Q4: 846 shares 846 $246K 0.05% -607 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: 12,815 shares; 2024Q4: 12,323 shares; 2025Q1: 7,266 shares; 2025Q2: not reported; 2025Q3: 2,376 shares; 2025Q4: 2,196 shares 2,196 $245K 0.05% -180 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: 7,688 shares; 2024Q4: 9,147 shares; 2025Q1: 10,275 shares; 2025Q2: 4,154 shares; 2025Q3: 4,831 shares; 2025Q4: 3,840 shares 3,840 $245K 0.05% -991 Timeline ICLR ICON PUB LTD CO More: the full row for ICON PUB LTD CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,107 shares; 2024Q4: 2,144 shares; 2025Q1: 1,830 shares; 2025Q2: 2,288 shares; 2025Q3: 2,329 shares; 2025Q4: 1,332 shares 1,332 $243K 0.05% -997 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: not reported; 2024Q4: not reported; 2025Q1: 3,070 shares; 2025Q2: 4,001 shares; 2025Q3: 4,995 shares; 2025Q4: 4,039 shares 4,039 $236K 0.05% -956 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,969 shares; 2024Q4: 5,002 shares; 2025Q1: 3,069 shares; 2025Q2: 2,972 shares; 2025Q3: 2,452 shares; 2025Q4: 935 shares 935 $227K 0.05% -1,517 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 333 shares; 2025Q3: 332 shares; 2025Q4: 332 shares 332 $226K 0.05% 0 Timeline EMBJ EMBRAER S.A. More: the full row for EMBRAER S.A. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,195 shares; 2025Q3: 4,148 shares; 2025Q4: 3,498 shares 3,498 $225K 0.05% -650 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,283 shares; 2024Q4: 1,113 shares; 2025Q1: 1,043 shares; 2025Q2: 1,001 shares; 2025Q3: 680 shares; 2025Q4: 402 shares 402 $222K 0.05% -278 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,168 shares; 2025Q1: 10,434 shares; 2025Q2: 10,950 shares; 2025Q3: 10,436 shares; 2025Q4: 9,485 shares 9,485 $221K 0.05% -951 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 585 shares; 2024Q4: 493 shares; 2025Q1: 466 shares; 2025Q2: 486 shares; 2025Q3: 438 shares; 2025Q4: 236 shares 236 $214K 0.05% -202 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP 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: 3,500 shares 3,500 $211K 0.05% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,254 shares 4,254 $210K 0.05% new Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,297 shares; 2024Q4: 3,383 shares; 2025Q1: 3,593 shares; 2025Q2: 3,656 shares; 2025Q3: 3,402 shares; 2025Q4: 2,375 shares 2,375 $205K 0.04% -1,027 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 696 shares; 2025Q4: 696 shares 696 $205K 0.04% 0 Timeline STWD STARWOOD PPTY TR INC More: the full row for STARWOOD PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,201 shares; 2025Q4: 11,212 shares 11,212 $202K 0.04% +1,011 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: not reported; 2025Q3: not reported; 2025Q4: 702 shares 702 $200K 0.04% new Timeline GOOD GLADSTONE COMMERCIAL CORP More: the full row for GLADSTONE COMMERCIAL 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: 14,889 shares; 2025Q4: 17,859 shares 17,859 $191K 0.04% +2,970 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,782 shares; 2024Q4: 12,292 shares; 2025Q1: 14,157 shares; 2025Q2: 14,708 shares; 2025Q3: 14,028 shares; 2025Q4: 11,763 shares 11,763 $187K 0.04% -2,265 Timeline SBSW SIBANYE STILLWATER LTD More: the full row for SIBANYE STILLWATER LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,544 shares; 2025Q4: 10,813 shares 10,813 $154K 0.03% -1,731 Timeline TIGR UP FINTECH HLDG LTD More: the full row for UP FINTECH HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,240 shares; 2025Q1: 14,402 shares; 2025Q2: 14,604 shares; 2025Q3: 14,614 shares; 2025Q4: 12,598 shares 12,598 $120K 0.03% -2,016 Timeline RITM RITHM CAPITAL CORP More: the full row for RITHM CAPITAL 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: 10,539 shares 10,539 $115K 0.02% new Timeline VNET VNET GROUP INC More: the full row for VNET 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: 14,492 shares; 2025Q2: 15,040 shares; 2025Q3: 15,561 shares; 2025Q4: 13,437 shares 13,437 $114K 0.02% -2,124 Timeline AEG AEGON LTD More: the full row for AEGON LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,512 shares; 2025Q1: 11,927 shares; 2025Q2: 12,061 shares; 2025Q3: 12,114 shares; 2025Q4: 10,366 shares 10,366 $79.9K 0.02% -1,748 Timeline