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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 137,712 shares; 2025Q4: 123,226 shares 123,226 $75.7M 26.07% -14,486 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: 27,798 shares; 2024Q4: 30,737 shares; 2025Q1: 29,151 shares; 2025Q2: 49,523 shares; 2025Q3: 51,960 shares; 2025Q4: 48,596 shares 48,596 $8.64M 2.97% -3,364 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: 39,191 shares; 2024Q4: 37,784 shares; 2025Q1: 36,804 shares; 2025Q2: 39,074 shares; 2025Q3: 39,606 shares; 2025Q4: 39,170 shares 39,170 $7.31M 2.52% -436 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: 10,677 shares; 2024Q4: 10,867 shares; 2025Q1: 9,279 shares; 2025Q2: 9,458 shares; 2025Q3: 9,235 shares; 2025Q4: 9,811 shares 9,811 $6.48M 2.23% +576 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: not reported; 2025Q3: 6,700 shares; 2025Q4: 9,259 shares 9,259 $6.31M 2.17% +2,559 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: 46,205 shares; 2024Q4: 40,579 shares; 2025Q1: 30,426 shares; 2025Q2: 30,102 shares; 2025Q3: 27,327 shares; 2025Q4: 19,189 shares 19,189 $6.01M 2.07% -8,138 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: 7,915 shares; 2024Q4: 6,979 shares; 2025Q1: 5,964 shares; 2025Q2: 5,189 shares; 2025Q3: 5,751 shares; 2025Q4: 60,399 shares 60,399 $5.66M 1.95% +54,648 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: 13,378 shares; 2024Q4: 14,475 shares; 2025Q1: 14,440 shares; 2025Q2: 14,948 shares; 2025Q3: 11,081 shares; 2025Q4: 10,934 shares 10,934 $5.29M 1.82% -147 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: 11,196 shares; 2024Q4: 11,280 shares; 2025Q1: 9,807 shares; 2025Q2: 7,362 shares; 2025Q3: 7,985 shares; 2025Q4: 8,252 shares 8,252 $4.71M 1.62% +267 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: 21,577 shares; 2024Q4: 19,301 shares; 2025Q1: 19,841 shares; 2025Q2: 26,474 shares; 2025Q3: 17,466 shares; 2025Q4: 50,458 shares 50,458 $4.5M 1.55% +32,992 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: 31,575 shares; 2024Q4: 30,914 shares; 2025Q1: 30,205 shares; 2025Q2: 23,499 shares; 2025Q3: 21,021 shares; 2025Q4: 22,496 shares 22,496 $4.38M 1.51% +1,475 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: 16,731 shares; 2024Q4: 16,891 shares; 2025Q1: 15,564 shares; 2025Q2: 13,232 shares; 2025Q3: 14,992 shares; 2025Q4: 14,685 shares 14,685 $3.99M 1.37% -307 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: 107,027 shares; 2025Q2: 68,290 shares; 2025Q3: 72,489 shares; 2025Q4: 48,191 shares 48,191 $3.98M 1.37% -24,298 Timeline USRT 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: 158,291 shares; 2025Q2: 99,000 shares; 2025Q3: 107,415 shares; 2025Q4: 68,628 shares 68,628 $3.91M 1.35% -38,787 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: 30,893 shares; 2024Q4: 29,753 shares; 2025Q1: 138,042 shares; 2025Q2: 119,668 shares; 2025Q3: 102,117 shares; 2025Q4: 76,499 shares 76,499 $3.87M 1.33% -25,618 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: 18,532 shares; 2024Q4: 18,484 shares; 2025Q1: 17,018 shares; 2025Q2: 12,380 shares; 2025Q3: 12,898 shares; 2025Q4: 12,896 shares 12,896 $3.82M 1.32% -2 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: 18,723 shares; 2024Q4: 17,208 shares; 2025Q1: 16,796 shares; 2025Q2: 12,967 shares; 2025Q3: 13,510 shares; 2025Q4: 13,336 shares 13,336 $3.53M 1.22% -174 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,303 shares; 2025Q3: 6,831 shares; 2025Q4: 6,784 shares 6,784 $3.05M 1.05% -47 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,410 shares; 2025Q1: 3,234 shares; 2025Q2: 4,129 shares; 2025Q3: 4,302 shares; 2025Q4: 4,512 shares 4,512 $3.04M 1.05% +210 Timeline SQQQ 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 42,689 shares 42,689 $2.92M 1.01% new 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: 13,932 shares; 2024Q4: 23,507 shares; 2025Q1: 29,884 shares; 2025Q2: 10,521 shares; 2025Q3: 10,504 shares; 2025Q4: 10,134 shares 10,134 $2.89M 1% -370 Timeline MORT 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: 566,455 shares; 2025Q2: 493,198 shares; 2025Q3: 417,294 shares; 2025Q4: 266,501 shares 266,501 $2.8M 0.96% -150,793 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: 5,994 shares; 2024Q4: 5,968 shares; 2025Q1: 5,776 shares; 2025Q2: 3,772 shares; 2025Q3: 3,930 shares; 2025Q4: 3,906 shares 3,906 $2.59M 0.89% -24 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: 4,699 shares; 2024Q4: 4,422 shares; 2025Q1: 4,384 shares; 2025Q2: 3,080 shares; 2025Q3: 3,197 shares; 2025Q4: 16,070 shares 16,070 $2.46M 0.85% +12,873 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: 8,126 shares; 2024Q4: 15,984 shares; 2025Q1: 15,359 shares; 2025Q2: 11,929 shares; 2025Q3: 13,005 shares; 2025Q4: 13,178 shares 13,178 $2.43M 0.84% +173 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: 27,411 shares; 2024Q4: 30,144 shares; 2025Q1: 28,588 shares; 2025Q2: 27,920 shares; 2025Q3: 29,091 shares; 2025Q4: 29,214 shares 29,214 $2.39M 0.82% +123 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,922 shares; 2024Q4: 7,156 shares; 2025Q1: 6,400 shares; 2025Q2: 4,782 shares; 2025Q3: 5,225 shares; 2025Q4: 5,073 shares 5,073 $2.38M 0.82% -152 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,223 shares; 2024Q4: 3,402 shares; 2025Q1: 3,303 shares; 2025Q2: 3,535 shares; 2025Q3: 3,620 shares; 2025Q4: 4,064 shares 4,064 $2.36M 0.81% +444 Timeline PREF PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 292,799 shares; 2025Q2: 227,778 shares; 2025Q3: 192,568 shares; 2025Q4: 123,103 shares 123,103 $2.35M 0.81% -69,465 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: 13,211 shares; 2024Q4: 17,163 shares; 2025Q1: 12,479 shares; 2025Q2: 8,447 shares; 2025Q3: 8,801 shares; 2025Q4: 8,623 shares 8,623 $2.31M 0.8% -178 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: 16,342 shares; 2024Q4: 9,341 shares; 2025Q1: 9,352 shares; 2025Q2: 9,223 shares; 2025Q3: 9,413 shares; 2025Q4: 9,231 shares 9,231 $2.13M 0.73% -182 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: 5,602 shares; 2024Q4: 5,877 shares; 2025Q1: 6,136 shares; 2025Q2: 3,988 shares; 2025Q3: 2,586 shares; 2025Q4: 4,083 shares 4,083 $2.05M 0.71% +1,497 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: 8,236 shares; 2024Q4: 8,609 shares; 2025Q1: 8,644 shares; 2025Q2: 5,690 shares; 2025Q3: 5,929 shares; 2025Q4: 5,795 shares 5,795 $2.03M 0.7% -134 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,500 shares; 2024Q4: 23,302 shares; 2025Q1: 12,500 shares; 2025Q2: 12,500 shares; 2025Q3: 12,500 shares; 2025Q4: 12,500 shares 12,500 $2.03M 0.7% 0 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,200 shares; 2024Q4: 10,050 shares; 2025Q1: 9,465 shares; 2025Q2: 7,269 shares; 2025Q3: 7,870 shares; 2025Q4: 7,817 shares 7,817 $2.01M 0.69% -53 Timeline SH 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: not reported; 2024Q4: 55,000 shares; 2025Q1: 55,000 shares; 2025Q2: 55,000 shares; 2025Q3: 55,000 shares; 2025Q4: 55,000 shares 55,000 $1.98M 0.68% 0 Timeline AGZD WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,902 shares; 2024Q4: 67,027 shares; 2025Q1: not reported; 2025Q2: 95,135 shares; 2025Q3: 70,322 shares; 2025Q4: 70,395 shares 70,395 $1.58M 0.55% +73 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,121 shares; 2025Q1: 19,680 shares; 2025Q2: 7,404 shares; 2025Q3: 7,173 shares; 2025Q4: 6,942 shares 6,942 $1.58M 0.54% -231 Timeline HYGH ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,414 shares; 2024Q4: 17,515 shares; 2025Q1: not reported; 2025Q2: 24,613 shares; 2025Q3: 18,175 shares; 2025Q4: 18,296 shares 18,296 $1.58M 0.54% +121 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: 26,980 shares; 2024Q4: 25,946 shares; 2025Q1: 26,012 shares; 2025Q2: 30,899 shares; 2025Q3: 26,864 shares; 2025Q4: 26,794 shares 26,794 $1.57M 0.54% -70 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,487 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,888 shares; 2025Q3: 16,114 shares; 2025Q4: 16,183 shares 16,183 $1.57M 0.54% +69 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,746 shares; 2024Q4: 36,182 shares; 2025Q1: not reported; 2025Q2: 51,028 shares; 2025Q3: 38,011 shares; 2025Q4: 38,111 shares 38,111 $1.57M 0.54% +100 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: 20,164 shares; 2024Q4: 19,341 shares; 2025Q1: 19,336 shares; 2025Q2: 22,916 shares; 2025Q3: 19,781 shares; 2025Q4: 19,717 shares 19,717 $1.57M 0.54% -64 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: 36,949 shares; 2024Q4: 35,401 shares; 2025Q1: not reported; 2025Q2: 42,396 shares; 2025Q3: 36,459 shares; 2025Q4: 36,660 shares 36,660 $1.57M 0.54% +201 Timeline JBBB 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: 31,908 shares; 2024Q4: 30,691 shares; 2025Q1: not reported; 2025Q2: 37,417 shares; 2025Q3: 32,797 shares; 2025Q4: 32,898 shares 32,898 $1.57M 0.54% +101 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,136 shares; 2024Q4: not reported; 2025Q1: 32,981 shares; 2025Q2: not reported; 2025Q3: 33,613 shares; 2025Q4: 33,311 shares 33,311 $1.57M 0.54% -302 Timeline VWOB VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,656 shares; 2024Q4: not reported; 2025Q1: 23,827 shares; 2025Q2: 28,242 shares; 2025Q3: 23,574 shares; 2025Q4: 23,247 shares 23,247 $1.57M 0.54% -327 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,700 shares; 2024Q4: 31,426 shares; 2025Q1: 29,314 shares; 2025Q2: 37,666 shares; 2025Q3: not reported; 2025Q4: 33,318 shares 33,318 $1.57M 0.54% new 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: 26,638 shares; 2024Q4: not reported; 2025Q1: 25,740 shares; 2025Q2: not reported; 2025Q3: 26,322 shares; 2025Q4: 26,081 shares 26,081 $1.56M 0.54% -241 Timeline FALN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,018 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 79,452 shares; 2025Q3: 56,942 shares; 2025Q4: 57,250 shares 57,250 $1.56M 0.54% +308 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: 19,368 shares; 2024Q4: not reported; 2025Q1: 18,689 shares; 2025Q2: 22,205 shares; 2025Q3: 18,787 shares; 2025Q4: 18,659 shares 18,659 $1.56M 0.54% -128 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: 20,280 shares; 2024Q4: 19,779 shares; 2025Q1: 16,279 shares; 2025Q2: 12,505 shares; 2025Q3: 14,213 shares; 2025Q4: 4,450 shares 4,450 $1.56M 0.54% -9,763 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: 32,528 shares; 2024Q4: 31,173 shares; 2025Q1: 30,613 shares; 2025Q2: 36,218 shares; 2025Q3: 31,216 shares; 2025Q4: 31,466 shares 31,466 $1.56M 0.54% +250 Timeline VCLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,362 shares; 2024Q4: not reported; 2025Q1: 20,187 shares; 2025Q2: not reported; 2025Q3: 20,305 shares; 2025Q4: 20,259 shares 20,259 $1.54M 0.53% -46 Timeline VGLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,724 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 27,731 shares; 2025Q4: 27,384 shares 27,384 $1.53M 0.53% -347 Timeline SDS 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,120 shares 22,120 $1.51M 0.52% new 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: 9,305 shares; 2024Q4: 9,992 shares; 2025Q1: 7,813 shares; 2025Q2: 3,669 shares; 2025Q3: 4,318 shares; 2025Q4: 4,299 shares 4,299 $1.49M 0.51% -19 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 546 shares; 2024Q4: 604 shares; 2025Q1: not reported; 2025Q2: 612 shares; 2025Q3: 638 shares; 2025Q4: 719 shares 719 $1.45M 0.5% +81 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: 15,297 shares; 2024Q4: 16,538 shares; 2025Q1: 19,623 shares; 2025Q2: 6,414 shares; 2025Q3: 6,451 shares; 2025Q4: 6,420 shares 6,420 $1.37M 0.47% -31 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: 4,542 shares; 2024Q4: 4,562 shares; 2025Q1: 4,874 shares; 2025Q2: 2,064 shares; 2025Q3: 2,571 shares; 2025Q4: 2,816 shares 2,816 $1.32M 0.46% +245 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: 4,711 shares; 2024Q4: 7,765 shares; 2025Q1: 8,827 shares; 2025Q2: 3,664 shares; 2025Q3: 3,954 shares; 2025Q4: 3,748 shares 3,748 $1.32M 0.45% -206 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: 4,300 shares; 2024Q4: 4,300 shares; 2025Q1: 4,300 shares; 2025Q2: 4,300 shares; 2025Q3: 4,300 shares; 2025Q4: 4,300 shares 4,300 $1.31M 0.45% 0 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: 24,213 shares; 2024Q4: 16,128 shares; 2025Q1: 19,942 shares; 2025Q2: 13,383 shares; 2025Q3: 14,398 shares; 2025Q4: 13,667 shares 13,667 $1.3M 0.45% -731 Timeline PFFA ETFIS SER TR I More: the full row for ETFIS SER TR 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: 143,554 shares; 2025Q2: 111,610 shares; 2025Q3: 94,381 shares; 2025Q4: 60,287 shares 60,287 $1.3M 0.45% -34,094 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,362 shares; 2025Q3: 10,796 shares; 2025Q4: 11,480 shares 11,480 $1.3M 0.45% +684 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,066 shares; 2024Q4: 916 shares; 2025Q1: 991 shares; 2025Q2: 1,766 shares; 2025Q3: 2,388 shares; 2025Q4: 2,267 shares 2,267 $1.28M 0.44% -121 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,539 shares; 2024Q4: 4,801 shares; 2025Q1: 4,554 shares; 2025Q2: 5,153 shares; 2025Q3: 5,369 shares; 2025Q4: 5,438 shares 5,438 $1.23M 0.42% +69 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,445 shares; 2024Q4: 8,186 shares; 2025Q1: 8,778 shares; 2025Q2: 3,662 shares; 2025Q3: 3,816 shares; 2025Q4: 3,772 shares 3,772 $1.18M 0.41% -44 Timeline SHV 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: 52,610 shares; 2025Q1: 62,188 shares; 2025Q2: 13,656 shares; 2025Q3: 28,605 shares; 2025Q4: 10,300 shares 10,300 $1.13M 0.39% -18,305 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,682 shares; 2024Q4: 4,809 shares; 2025Q1: 4,561 shares; 2025Q2: 4,745 shares; 2025Q3: 4,944 shares; 2025Q4: 5,137 shares 5,137 $1.13M 0.39% +193 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: 4,878 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,080 shares; 2025Q3: 2,985 shares; 2025Q4: 2,890 shares 2,890 $1.12M 0.39% -95 Timeline FTAI FTAI AVIATION LTD More: the full row for FTAI AVIATION LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,500 shares; 2024Q4: 5,500 shares; 2025Q1: 5,500 shares; 2025Q2: 5,500 shares; 2025Q3: 5,500 shares; 2025Q4: 5,500 shares 5,500 $1.08M 0.37% 0 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,600 shares; 2025Q1: 6,076 shares; 2025Q2: 4,060 shares; 2025Q3: 4,185 shares; 2025Q4: 4,024 shares 4,024 $1.01M 0.35% -161 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,296 shares; 2024Q4: not reported; 2025Q1: 13,472 shares; 2025Q2: 5,140 shares; 2025Q3: 4,980 shares; 2025Q4: 4,820 shares 4,820 $978K 0.34% -160 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: not reported; 2024Q4: 9,643 shares; 2025Q1: 17,797 shares; 2025Q2: 11,972 shares; 2025Q3: 12,011 shares; 2025Q4: 11,679 shares 11,679 $958K 0.33% -332 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,831 shares; 2024Q4: 6,313 shares; 2025Q1: 5,987 shares; 2025Q2: 6,148 shares; 2025Q3: 6,406 shares; 2025Q4: 6,435 shares 6,435 $873K 0.3% +29 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: 7,901 shares; 2024Q4: 7,653 shares; 2025Q1: 7,599 shares; 2025Q2: 2,874 shares; 2025Q3: 2,995 shares; 2025Q4: 2,949 shares 2,949 $873K 0.3% -46 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: 3,456 shares; 2024Q4: 3,173 shares; 2025Q1: 3,040 shares; 2025Q2: 2,508 shares; 2025Q3: 2,701 shares; 2025Q4: 2,475 shares 2,475 $797K 0.27% -226 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: 2,775 shares; 2024Q4: 2,509 shares; 2025Q1: 2,717 shares; 2025Q2: 1,831 shares; 2025Q3: 2,741 shares; 2025Q4: 2,408 shares 2,408 $795K 0.27% -333 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX 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: 7,573 shares; 2025Q2: 8,264 shares; 2025Q3: 8,610 shares; 2025Q4: 8,930 shares 8,930 $724K 0.25% +320 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,740 shares; 2024Q4: 2,766 shares; 2025Q1: 2,624 shares; 2025Q2: 2,985 shares; 2025Q3: 3,111 shares; 2025Q4: 3,156 shares 3,156 $714K 0.25% +45 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE 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: 9,095 shares; 2025Q2: not reported; 2025Q3: 3,559 shares; 2025Q4: 3,558 shares 3,558 $701K 0.24% -1 Timeline GVA GRANITE CONSTR INC More: the full row for GRANITE CONSTR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,000 shares; 2024Q4: 6,000 shares; 2025Q1: 6,000 shares; 2025Q2: 6,000 shares; 2025Q3: 6,000 shares; 2025Q4: 6,000 shares 6,000 $692K 0.24% 0 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: 3,121 shares; 2024Q4: 3,093 shares; 2025Q1: 3,225 shares; 2025Q2: 2,203 shares; 2025Q3: 1,430 shares; 2025Q4: 2,231 shares 2,231 $687K 0.24% +801 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,001 shares; 2024Q4: 23,610 shares; 2025Q1: 20,875 shares; 2025Q2: 9,065 shares; 2025Q3: 9,445 shares; 2025Q4: 8,587 shares 8,587 $682K 0.23% -858 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,675 shares; 2024Q4: 3,803 shares; 2025Q1: 3,559 shares; 2025Q2: 1,433 shares; 2025Q3: 1,493 shares; 2025Q4: 1,490 shares 1,490 $663K 0.23% -3 Timeline CNH CNH INDL N V More: the full row for CNH INDL N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 114,500 shares; 2025Q2: 76,340 shares; 2025Q3: 73,955 shares; 2025Q4: 71,570 shares 71,570 $660K 0.23% -2,385 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: 7,918 shares; 2024Q4: 8,570 shares; 2025Q1: 7,918 shares; 2025Q2: 2,901 shares; 2025Q3: 3,021 shares; 2025Q4: 3,040 shares 3,040 $653K 0.22% +19 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,833 shares; 2024Q4: 13,487 shares; 2025Q1: 15,572 shares; 2025Q2: not reported; 2025Q3: 4,695 shares; 2025Q4: 4,795 shares 4,795 $652K 0.22% +100 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: 5,797 shares; 2024Q4: 7,615 shares; 2025Q1: 3,622 shares; 2025Q2: 795 shares; 2025Q3: 1,191 shares; 2025Q4: 1,075 shares 1,075 $623K 0.21% -116 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,783 shares; 2024Q4: 8,421 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,000 shares 3,000 $613K 0.21% new Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,356 shares; 2025Q3: not reported; 2025Q4: 2,341 shares 2,341 $599K 0.21% new 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: 5,208 shares; 2024Q4: 1,583 shares; 2025Q1: 1,651 shares; 2025Q2: 1,054 shares; 2025Q3: 684 shares; 2025Q4: 1,034 shares 1,034 $592K 0.2% +350 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,389 shares; 2025Q1: 2,265 shares; 2025Q2: 3,276 shares; 2025Q3: 3,413 shares; 2025Q4: 3,875 shares 3,875 $589K 0.2% +462 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: 16,750 shares; 2024Q4: 16,333 shares; 2025Q1: 14,695 shares; 2025Q2: 3,471 shares; 2025Q3: 5,197 shares; 2025Q4: 4,627 shares 4,627 $580K 0.2% -570 Timeline JAZZ JAZZ PHARMACEUTICALS PLC More: the full row for JAZZ PHARMACEUTICALS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,400 shares; 2025Q2: 3,608 shares; 2025Q3: 3,496 shares; 2025Q4: 3,384 shares 3,384 $575K 0.2% -112 Timeline EQH EQUITABLE HLDGS INC More: the full row for EQUITABLE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,000 shares; 2024Q4: 12,000 shares; 2025Q1: 12,000 shares; 2025Q2: 12,000 shares; 2025Q3: 12,000 shares; 2025Q4: 12,000 shares 12,000 $572K 0.2% 0 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: 600 shares; 2024Q4: 600 shares; 2025Q1: not reported; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 600 shares 600 $560K 0.19% 0 Timeline ALKS ALKERMES PLC More: the full row for ALKERMES 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: 31,200 shares; 2025Q2: 20,800 shares; 2025Q3: 20,150 shares; 2025Q4: 19,500 shares 19,500 $546K 0.19% -650 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,082 shares; 2024Q4: 912 shares; 2025Q1: 1,013 shares; 2025Q2: 326 shares; 2025Q3: not reported; 2025Q4: 320 shares 320 $541K 0.19% new 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: 6,047 shares; 2024Q4: 6,104 shares; 2025Q1: 5,224 shares; 2025Q2: 4,121 shares; 2025Q3: 5,577 shares; 2025Q4: 4,787 shares 4,787 $533K 0.18% -790 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,585 shares; 2025Q1: 18,474 shares; 2025Q2: 4,289 shares; 2025Q3: 4,314 shares; 2025Q4: 4,000 shares 4,000 $524K 0.18% -314 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,318 shares; 2024Q4: 34,734 shares; 2025Q1: 36,436 shares; 2025Q2: 12,898 shares; 2025Q3: 13,439 shares; 2025Q4: 13,238 shares 13,238 $518K 0.18% -201 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: 3,796 shares; 2024Q4: 3,795 shares; 2025Q1: 3,956 shares; 2025Q2: 2,758 shares; 2025Q3: 1,788 shares; 2025Q4: 2,781 shares 2,781 $510K 0.18% +993 Timeline WMS ADVANCED DRAIN SYS INC DEL More: the full row for ADVANCED DRAIN SYS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,300 shares; 2024Q4: 3,300 shares; 2025Q1: 3,300 shares; 2025Q2: 3,300 shares; 2025Q3: 3,300 shares; 2025Q4: 3,300 shares 3,300 $478K 0.16% 0 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,469 shares; 2024Q4: 1,845 shares; 2025Q1: 1,996 shares; 2025Q2: 1,417 shares; 2025Q3: 2,121 shares; 2025Q4: 1,926 shares 1,926 $441K 0.15% -195 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: 2,002 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,659 shares; 2025Q3: 1,076 shares; 2025Q4: 1,787 shares 1,787 $388K 0.13% +711 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,595 shares; 2024Q4: 3,714 shares; 2025Q1: 3,597 shares; 2025Q2: 712 shares; 2025Q3: 462 shares; 2025Q4: 714 shares 714 $373K 0.13% +252 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE 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: 5,138 shares 5,138 $368K 0.13% new Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,998 shares; 2024Q4: 46,902 shares; 2025Q1: 12,587 shares; 2025Q2: 8,395 shares; 2025Q3: 8,133 shares; 2025Q4: 7,871 shares 7,871 $349K 0.12% -262 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: 3,272 shares; 2024Q4: 3,244 shares; 2025Q1: 2,777 shares; 2025Q2: 2,082 shares; 2025Q3: 2,817 shares; 2025Q4: 2,389 shares 2,389 $342K 0.12% -428 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: 2,530 shares; 2024Q4: 2,495 shares; 2025Q1: 2,786 shares; 2025Q2: 2,650 shares; 2025Q3: 3,400 shares; 2025Q4: 2,829 shares 2,829 $340K 0.12% -571 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: 8,234 shares; 2024Q4: 7,788 shares; 2025Q1: 7,461 shares; 2025Q2: 6,207 shares; 2025Q3: 6,682 shares; 2025Q4: 6,147 shares 6,147 $338K 0.12% -535 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: 2,300 shares; 2024Q4: 2,300 shares; 2025Q1: 2,300 shares; 2025Q2: 2,300 shares; 2025Q3: 2,300 shares; 2025Q4: 2,300 shares 2,300 $333K 0.11% 0 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: 18,537 shares; 2024Q4: 3,310 shares; 2025Q1: 3,585 shares; 2025Q2: 2,567 shares; 2025Q3: 3,843 shares; 2025Q4: 3,410 shares 3,410 $328K 0.11% -433 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: 2,001 shares; 2024Q4: 2,094 shares; 2025Q1: 2,182 shares; 2025Q2: 1,391 shares; 2025Q3: 902 shares; 2025Q4: 1,386 shares 1,386 $321K 0.11% +484 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,891 shares; 2024Q4: 4,724 shares; 2025Q1: 4,869 shares; 2025Q2: not reported; 2025Q3: 559 shares; 2025Q4: 681 shares 681 $318K 0.11% +122 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,000 shares; 2024Q4: 6,000 shares; 2025Q1: 6,000 shares; 2025Q2: 6,000 shares; 2025Q3: 6,000 shares; 2025Q4: 6,000 shares 6,000 $305K 0.11% 0 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: 5,453 shares; 2024Q4: 5,415 shares; 2025Q1: 4,635 shares; 2025Q2: 3,660 shares; 2025Q3: 4,953 shares; 2025Q4: 4,238 shares 4,238 $296K 0.1% -715 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: 1,312 shares; 2024Q4: 1,368 shares; 2025Q1: 1,426 shares; 2025Q2: 909 shares; 2025Q3: 591 shares; 2025Q4: 910 shares 910 $290K 0.1% +319 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: 2,141 shares; 2024Q4: 2,238 shares; 2025Q1: 2,333 shares; 2025Q2: 1,508 shares; 2025Q3: 980 shares; 2025Q4: 1,484 shares 1,484 $290K 0.1% +504 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 350 shares; 2024Q4: 350 shares; 2025Q1: not reported; 2025Q2: 350 shares; 2025Q3: 350 shares; 2025Q4: 350 shares 350 $283K 0.1% 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: 596 shares; 2024Q4: 657 shares; 2025Q1: 691 shares; 2025Q2: 505 shares; 2025Q3: 661 shares; 2025Q4: 635 shares 635 $271K 0.09% -26 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: 4,247 shares; 2024Q4: 3,796 shares; 2025Q1: 3,637 shares; 2025Q2: 2,783 shares; 2025Q3: 2,996 shares; 2025Q4: 2,723 shares 2,723 $254K 0.09% -273 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: 3,788 shares; 2024Q4: not reported; 2025Q1: 3,701 shares; 2025Q2: not reported; 2025Q3: 3,977 shares; 2025Q4: 3,174 shares 3,174 $252K 0.09% -803 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: not reported; 2024Q4: 352 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 285 shares; 2025Q4: 272 shares 272 $239K 0.08% -13 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: 1,856 shares; 2024Q4: 1,846 shares; 2025Q1: 1,580 shares; 2025Q2: 1,178 shares; 2025Q3: 1,594 shares; 2025Q4: 1,439 shares 1,439 $231K 0.08% -155 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: 700 shares; 2024Q4: 630 shares; 2025Q1: 681 shares; 2025Q2: not reported; 2025Q3: 678 shares; 2025Q4: 599 shares 599 $210K 0.07% -79 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,350 shares; 2025Q4: 1,375 shares 1,375 $210K 0.07% +25 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 880 shares; 2024Q4: 760 shares; 2025Q1: 822 shares; 2025Q2: not reported; 2025Q3: 855 shares; 2025Q4: 751 shares 751 $207K 0.07% -104 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: 1,815 shares; 2024Q4: 1,802 shares; 2025Q1: 1,543 shares; 2025Q2: not reported; 2025Q3: 1,649 shares; 2025Q4: 1,397 shares 1,397 $200K 0.07% -252 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,200 shares; 2025Q4: 1,101 shares 1,101 $195K 0.07% -99 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: 1,639 shares; 2024Q4: 2,023 shares; 2025Q1: 1,664 shares; 2025Q2: not reported; 2025Q3: 234 shares; 2025Q4: 181 shares 181 $195K 0.07% -53 Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,673 shares; 2024Q4: 10,931 shares; 2025Q1: 10,626 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 5,000 shares 5,000 $190K 0.07% 0 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: 5,736 shares; 2024Q4: 5,150 shares; 2025Q1: 4,991 shares; 2025Q2: not reported; 2025Q3: 528 shares; 2025Q4: 501 shares 501 $185K 0.06% -27 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,727 shares; 2025Q4: 1,583 shares 1,583 $185K 0.06% -144 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,906 shares; 2024Q4: 5,929 shares; 2025Q1: 5,700 shares; 2025Q2: not reported; 2025Q3: 544 shares; 2025Q4: 497 shares 497 $168K 0.06% -47 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: not reported; 2025Q3: 238 shares; 2025Q4: 203 shares 203 $137K 0.05% -35 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 861 shares; 2025Q4: 699 shares 699 $136K 0.05% -162 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,484 shares; 2025Q4: 1,341 shares 1,341 $134K 0.05% -143 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,762 shares; 2025Q4: 1,524 shares 1,524 $130K 0.04% -238 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 600 shares; 2025Q4: 600 shares 600 $108K 0.04% 0 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: 8,672 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 671 shares; 2025Q4: 514 shares 514 $106K 0.04% -157 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 328 shares; 2025Q4: 312 shares 312 $101K 0.03% -16 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,144 shares; 2024Q4: 8,920 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 854 shares; 2025Q4: 736 shares 736 $100K 0.03% -118 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,009 shares; 2025Q4: 1,715 shares 1,715 $98.9K 0.03% -294 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,911 shares; 2025Q4: 1,946 shares 1,946 $98.8K 0.03% +35 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,374 shares; 2025Q4: 3,934 shares 3,934 $97.7K 0.03% -440 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,895 shares; 2025Q2: not reported; 2025Q3: 472 shares; 2025Q4: 426 shares 426 $95.1K 0.03% -46 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,565 shares; 2025Q4: 2,320 shares 2,320 $94.5K 0.03% -245 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: 12,174 shares; 2024Q4: 5,887 shares; 2025Q1: 5,278 shares; 2025Q2: not reported; 2025Q3: 358 shares; 2025Q4: 342 shares 342 $89.8K 0.03% -16 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 435 shares; 2025Q4: 371 shares 371 $89.4K 0.03% -64 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: 7,240 shares; 2024Q4: 8,144 shares; 2025Q1: 6,802 shares; 2025Q2: not reported; 2025Q3: 492 shares; 2025Q4: 377 shares 377 $86.1K 0.03% -115 Timeline HUM HUMANA INC More: the full row for HUMANA 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: 359 shares; 2025Q4: 312 shares 312 $79.9K 0.03% -47 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: 27,091 shares; 2024Q4: 24,472 shares; 2025Q1: 21,566 shares; 2025Q2: not reported; 2025Q3: 1,109 shares; 2025Q4: 1,023 shares 1,023 $78.8K 0.03% -86 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 981 shares; 2025Q4: 829 shares 829 $77.6K 0.03% -152 Timeline TDW TIDEWATER INC NEW More: the full row for TIDEWATER 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: 1,500 shares; 2025Q4: 1,500 shares 1,500 $75.8K 0.03% 0 Timeline NTRA NATERA INC More: the full row for NATERA 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: 426 shares; 2025Q4: 326 shares 326 $74.7K 0.03% -100 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 300 shares; 2025Q4: 346 shares 346 $70.3K 0.02% +46 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,554 shares; 2025Q4: 1,243 shares 1,243 $66.9K 0.02% -311 Timeline DXCM DEXCOM INC More: the full row for DEXCOM 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: 1,162 shares; 2025Q4: 1,006 shares 1,006 $66.8K 0.02% -156 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 975 shares; 2025Q4: 825 shares 825 $65.2K 0.02% -150 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 277 shares; 2025Q4: 262 shares 262 $64.7K 0.02% -15 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: 4,834 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 291 shares; 2025Q4: 253 shares 253 $64.1K 0.02% -38 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: 34,914 shares; 2024Q4: 34,058 shares; 2025Q1: 38,711 shares; 2025Q2: not reported; 2025Q3: 2,420 shares; 2025Q4: 2,121 shares 2,121 $63.4K 0.02% -299 Timeline PSN PARSONS CORP DEL More: the full row for PARSONS CORP 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: 1,000 shares; 2025Q4: 1,000 shares 1,000 $61.8K 0.02% 0 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 886 shares; 2025Q4: 762 shares 762 $58.4K 0.02% -124 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 908 shares; 2025Q4: 839 shares 839 $56.2K 0.02% -69 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: 11,864 shares; 2024Q4: 14,436 shares; 2025Q1: 15,014 shares; 2025Q2: not reported; 2025Q3: 697 shares; 2025Q4: 527 shares 527 $55.5K 0.02% -170 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 322 shares 322 $55.1K 0.02% new 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: not reported; 2024Q4: 15,836 shares; 2025Q1: 8,557 shares; 2025Q2: not reported; 2025Q3: 224 shares; 2025Q4: 204 shares 204 $52.4K 0.02% -20 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 81 shares; 2025Q4: 79 shares 79 $49.2K 0.02% -2 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 946 shares; 2025Q4: 801 shares 801 $48.1K 0.02% -145 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: 7,797 shares; 2024Q4: 9,028 shares; 2025Q1: 8,675 shares; 2025Q2: not reported; 2025Q3: 305 shares; 2025Q4: 272 shares 272 $46.5K 0.02% -33 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,567 shares; 2024Q4: 57,307 shares; 2025Q1: 55,690 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,237 shares 1,237 $45.6K 0.02% new Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 163 shares; 2025Q4: 146 shares 146 $41.6K 0.01% -17 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 271 shares; 2025Q4: 243 shares 243 $39.6K 0.01% -28 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: 3,911 shares; 2024Q4: 5,059 shares; 2025Q1: 4,290 shares; 2025Q2: not reported; 2025Q3: 150 shares; 2025Q4: 115 shares 115 $37.6K 0.01% -35 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED 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: 933 shares 933 $35.8K 0.01% new Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,521 shares; 2025Q4: 1,284 shares 1,284 $35.3K 0.01% -237 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 320 shares; 2025Q4: 262 shares 262 $33.8K 0.01% -58 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 368 shares; 2025Q4: 320 shares 320 $33.6K 0.01% -48 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 327 shares 327 $33K 0.01% new Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 199 shares 199 $32.4K 0.01% new Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 244 shares; 2025Q4: 195 shares 195 $31.7K 0.01% -49 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: not reported; 2025Q2: not reported; 2025Q3: 39 shares; 2025Q4: 31 shares 31 $26.7K 0.01% -8 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 93 shares; 2025Q4: 73 shares 73 $25.1K 0.01% -20 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 33 shares; 2025Q4: 26 shares 26 $17K 0.01% -7 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 273 shares; 2025Q4: 198 shares 198 $15.9K 0.01% -75 Timeline ASTS AST SPACEMOBILE INC More: the full row for AST SPACEMOBILE 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: 127 shares; 2025Q4: 143 shares 143 $10.4K <0.01% +16 Timeline CHTR CHARTER COMMUNICATIONS INC More: the full row for CHARTER COMMUNICATIONS 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: 67 shares; 2025Q4: 48 shares 48 $10K <0.01% -19 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 28 shares 28 $9.89K <0.01% new Timeline ECHO ECHOSTAR CORP More: the full row for ECHOSTAR 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: 80 shares; 2025Q4: 73 shares 73 $7.93K <0.01% -7 Timeline FYBR FRONTIER COMMUNICATIONS PARE More: the full row for FRONTIER COMMUNICATIONS PARE 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: 141 shares; 2025Q4: 133 shares 133 $5.06K <0.01% -8 Timeline LUMN LUMEN TECHNOLOGIES INC More: the full row for LUMEN 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: 546 shares; 2025Q4: 466 shares 466 $3.62K <0.01% -80 Timeline TIGO MILLICOM INTL CELLULAR S A More: the full row for MILLICOM INTL CELLULAR 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: not reported; 2025Q3: 67 shares; 2025Q4: 62 shares 62 $3.44K <0.01% -5 Timeline