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: 520,668 shares; 2024Q4: 652,205 shares; 2025Q1: 750,170 shares; 2025Q2: 745,373 shares; 2025Q3: 814,376 shares; 2025Q4: 877,458 shares 877,458 $239M 5.5% +63,082 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: 644,306 shares; 2024Q4: 656,057 shares; 2025Q1: 704,278 shares; 2025Q2: 669,826 shares; 2025Q3: 1,179,788 shares; 2025Q4: 1,230,458 shares 1,230,458 $229M 5.29% +50,670 Timeline SSD SIMPSON MFG INC More: the full row for SIMPSON MFG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,337,753 shares; 2024Q4: 1,399,918 shares; 2025Q1: 1,091,615 shares; 2025Q2: 1,091,622 shares; 2025Q3: 1,090,929 shares; 2025Q4: 941,123 shares 941,123 $152M 3.5% -149,806 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: 265,059 shares; 2024Q4: 268,429 shares; 2025Q1: 277,534 shares; 2025Q2: 257,474 shares; 2025Q3: 289,614 shares; 2025Q4: 294,860 shares 294,860 $143M 3.29% +5,246 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 375,404 shares; 2024Q4: 376,195 shares; 2025Q1: 381,222 shares; 2025Q2: 381,556 shares; 2025Q3: 382,307 shares; 2025Q4: 386,637 shares 386,637 $99.7M 2.3% +4,330 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: 109,014 shares; 2024Q4: 118,723 shares; 2025Q1: 127,508 shares; 2025Q2: 131,510 shares; 2025Q3: 135,233 shares; 2025Q4: 139,040 shares 139,040 $95.2M 2.2% +3,807 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,075,363 shares; 2024Q4: 1,124,794 shares; 2025Q1: 1,149,527 shares; 2025Q2: 1,176,683 shares; 2025Q3: 1,208,633 shares; 2025Q4: 1,281,726 shares 1,281,726 $94.9M 2.19% +73,093 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 193,979 shares; 2024Q4: 194,448 shares; 2025Q1: 194,499 shares; 2025Q2: 194,267 shares; 2025Q3: 194,734 shares; 2025Q4: 194,070 shares 194,070 $91.9M 2.12% -664 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: 799,314 shares; 2024Q4: 835,466 shares; 2025Q1: 854,748 shares; 2025Q2: 872,234 shares; 2025Q3: 843,229 shares; 2025Q4: 904,246 shares 904,246 $90.3M 2.08% +61,017 Timeline SPAB 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: 2,699,261 shares; 2024Q4: 2,850,608 shares; 2025Q1: 2,917,473 shares; 2025Q2: 2,999,565 shares; 2025Q3: 3,086,995 shares; 2025Q4: 3,301,755 shares 3,301,755 $85M 1.96% +214,760 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 463,644 shares; 2024Q4: 432,354 shares; 2025Q1: 415,682 shares; 2025Q2: 416,648 shares; 2025Q3: 417,374 shares; 2025Q4: 420,537 shares 420,537 $83.5M 1.93% +3,163 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: 176,298 shares; 2024Q4: 212,132 shares; 2025Q1: 220,842 shares; 2025Q2: 227,404 shares; 2025Q3: 234,803 shares; 2025Q4: 247,353 shares 247,353 $82.9M 1.91% +12,550 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 176,942 shares; 2024Q4: 207,696 shares; 2025Q1: 222,542 shares; 2025Q2: 230,728 shares; 2025Q3: 237,990 shares; 2025Q4: 244,967 shares 244,967 $77.1M 1.78% +6,977 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: 213,098 shares; 2024Q4: 227,200 shares; 2025Q1: 226,508 shares; 2025Q2: 225,066 shares; 2025Q3: 231,351 shares; 2025Q4: 240,332 shares 240,332 $75.2M 1.73% +8,981 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: 292,843 shares; 2024Q4: 298,631 shares; 2025Q1: 300,707 shares; 2025Q2: 298,296 shares; 2025Q3: 316,273 shares; 2025Q4: 318,212 shares 318,212 $73.4M 1.69% +1,939 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 635,973 shares; 2024Q4: 2,231,881 shares; 2025Q1: 2,443,295 shares; 2025Q2: 2,534,043 shares; 2025Q3: 2,604,134 shares; 2025Q4: 2,695,183 shares 2,695,183 $72.5M 1.67% +91,049 Timeline IUSB 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: 1,222,802 shares; 2025Q2: 1,252,992 shares; 2025Q3: 1,278,402 shares; 2025Q4: 1,431,399 shares 1,431,399 $66.6M 1.54% +152,997 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: 220,950 shares; 2024Q4: 217,036 shares; 2025Q1: 212,602 shares; 2025Q2: 208,089 shares; 2025Q3: 205,832 shares; 2025Q4: 205,516 shares 205,516 $66.2M 1.53% -316 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 128,802 shares; 2024Q4: 129,728 shares; 2025Q1: 83,297 shares; 2025Q2: 84,033 shares; 2025Q3: 99,706 shares; 2025Q4: 100,053 shares 100,053 $61.5M 1.42% +347 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: 31,799 shares; 2024Q4: 19,059 shares; 2025Q1: 17,340 shares; 2025Q2: 17,002 shares; 2025Q3: 83,475 shares; 2025Q4: 82,549 shares 82,549 $55.6M 1.28% -926 Timeline EFG 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: 432,129 shares; 2024Q4: 433,935 shares; 2025Q1: 437,341 shares; 2025Q2: 440,876 shares; 2025Q3: 446,156 shares; 2025Q4: 450,800 shares 450,800 $51.4M 1.18% +4,644 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 207,985 shares; 2024Q4: 208,579 shares; 2025Q1: 207,910 shares; 2025Q2: 209,974 shares; 2025Q3: 210,947 shares; 2025Q4: 213,629 shares 213,629 $45.3M 1.04% +2,682 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: 60,608 shares; 2024Q4: 63,640 shares; 2025Q1: 66,609 shares; 2025Q2: 85,683 shares; 2025Q3: 83,312 shares; 2025Q4: 97,025 shares 97,025 $43.6M 1.01% +13,713 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,003 shares; 2024Q4: 50,122 shares; 2025Q1: 49,848 shares; 2025Q2: 49,331 shares; 2025Q3: 48,369 shares; 2025Q4: 48,411 shares 48,411 $42.6M 0.98% +42 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 646,675 shares; 2024Q4: 649,792 shares; 2025Q1: 646,632 shares; 2025Q2: 650,795 shares; 2025Q3: 651,974 shares; 2025Q4: 660,125 shares 660,125 $35.5M 0.82% +8,151 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: 333,994 shares; 2024Q4: 284,175 shares; 2025Q1: 277,538 shares; 2025Q2: 247,266 shares; 2025Q3: 201,314 shares; 2025Q4: 169,372 shares 169,372 $34.6M 0.8% -31,942 Timeline SCZ 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: 429,393 shares; 2024Q4: 434,697 shares; 2025Q1: 438,326 shares; 2025Q2: 472,743 shares; 2025Q3: 473,346 shares; 2025Q4: 444,946 shares 444,946 $34.5M 0.8% -28,400 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: 245,883 shares; 2024Q4: 273,244 shares; 2025Q1: 315,977 shares; 2025Q2: 316,779 shares; 2025Q3: 323,857 shares; 2025Q4: 336,190 shares 336,190 $33.1M 0.76% +12,333 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: 105,880 shares; 2024Q4: 108,189 shares; 2025Q1: 116,685 shares; 2025Q2: 117,223 shares; 2025Q3: 126,578 shares; 2025Q4: 124,384 shares 124,384 $32M 0.74% -2,194 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: 464,306 shares; 2024Q4: 456,908 shares; 2025Q1: 411,660 shares; 2025Q2: 347,807 shares; 2025Q3: 281,685 shares; 2025Q4: 281,772 shares 281,772 $31.9M 0.74% +87 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: 204,619 shares; 2025Q1: 209,306 shares; 2025Q2: 204,749 shares; 2025Q3: 199,887 shares; 2025Q4: 176,975 shares 176,975 $30.3M 0.7% -22,912 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: 50,935 shares; 2024Q4: 51,759 shares; 2025Q1: 51,832 shares; 2025Q2: 53,094 shares; 2025Q3: 52,708 shares; 2025Q4: 52,113 shares 52,113 $29.9M 0.69% -595 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: 207,459 shares; 2024Q4: 213,650 shares; 2025Q1: 190,514 shares; 2025Q2: 218,550 shares; 2025Q3: 209,982 shares; 2025Q4: 304,452 shares 304,452 $29.3M 0.68% +94,470 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: 32,544 shares; 2024Q4: 32,626 shares; 2025Q1: 33,728 shares; 2025Q2: 32,287 shares; 2025Q3: 40,184 shares; 2025Q4: 44,341 shares 44,341 $29.3M 0.68% +4,157 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: 170,623 shares; 2024Q4: 168,995 shares; 2025Q1: 174,166 shares; 2025Q2: 169,655 shares; 2025Q3: 162,239 shares; 2025Q4: 149,810 shares 149,810 $29.2M 0.67% -12,429 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: 102,421 shares; 2024Q4: 104,309 shares; 2025Q1: 102,125 shares; 2025Q2: 96,274 shares; 2025Q3: 93,183 shares; 2025Q4: 93,309 shares 93,309 $28.7M 0.66% +126 Timeline BG BUNGE GLOBAL SA More: the full row for BUNGE GLOBAL SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 277,228 shares; 2024Q4: 285,040 shares; 2025Q1: 301,699 shares; 2025Q2: 304,801 shares; 2025Q3: 339,911 shares; 2025Q4: 314,369 shares 314,369 $28M 0.65% -25,542 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: 84,211 shares; 2024Q4: 84,305 shares; 2025Q1: 83,820 shares; 2025Q2: 82,840 shares; 2025Q3: 132,918 shares; 2025Q4: 130,666 shares 130,666 $28M 0.65% -2,252 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: 474,507 shares; 2024Q4: 475,155 shares; 2025Q1: 471,084 shares; 2025Q2: 471,318 shares; 2025Q3: 466,313 shares; 2025Q4: 435,995 shares 435,995 $27.5M 0.64% -30,318 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: 217,000 shares; 2024Q4: 202,260 shares; 2025Q1: 199,589 shares; 2025Q2: 190,077 shares; 2025Q3: 175,589 shares; 2025Q4: 169,864 shares 169,864 $27.3M 0.63% -5,725 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: 17,687 shares; 2024Q4: 19,274 shares; 2025Q1: 27,641 shares; 2025Q2: 58,798 shares; 2025Q3: 61,161 shares; 2025Q4: 78,918 shares 78,918 $27.3M 0.63% +17,757 Timeline RSPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 507,948 shares; 2024Q4: 530,045 shares; 2025Q1: 529,049 shares; 2025Q2: 537,561 shares; 2025Q3: 558,290 shares; 2025Q4: 584,152 shares 584,152 $26.6M 0.61% +25,862 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: 110,164 shares; 2024Q4: 105,599 shares; 2025Q1: 105,822 shares; 2025Q2: 105,382 shares; 2025Q3: 109,687 shares; 2025Q4: 109,359 shares 109,359 $25M 0.58% -328 Timeline EWW ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 329,045 shares; 2024Q4: 337,655 shares; 2025Q1: 319,746 shares; 2025Q2: 352,648 shares; 2025Q3: 355,583 shares; 2025Q4: 357,348 shares 357,348 $24.8M 0.57% +1,765 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: 138,595 shares; 2024Q4: 142,764 shares; 2025Q1: 147,198 shares; 2025Q2: 159,651 shares; 2025Q3: 190,043 shares; 2025Q4: 197,512 shares 197,512 $23.8M 0.55% +7,469 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 205,844 shares; 2024Q4: 205,415 shares; 2025Q1: 203,886 shares; 2025Q2: 192,136 shares; 2025Q3: 190,930 shares; 2025Q4: 194,645 shares 194,645 $23.3M 0.54% +3,715 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 512,165 shares; 2024Q4: 517,408 shares; 2025Q1: 512,483 shares; 2025Q2: 509,982 shares; 2025Q3: 498,686 shares; 2025Q4: 503,300 shares 503,300 $23.3M 0.54% +4,614 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: 15,809 shares; 2024Q4: 15,871 shares; 2025Q1: 18,735 shares; 2025Q2: 18,184 shares; 2025Q3: 22,387 shares; 2025Q4: 21,488 shares 21,488 $23.1M 0.53% -899 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: 53,612 shares; 2024Q4: 58,197 shares; 2025Q1: 60,244 shares; 2025Q2: 59,569 shares; 2025Q3: 65,099 shares; 2025Q4: 488,931 shares 488,931 $23M 0.53% +423,832 Timeline USHY 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: 516,378 shares; 2024Q4: 540,344 shares; 2025Q1: 551,043 shares; 2025Q2: 564,075 shares; 2025Q3: 578,438 shares; 2025Q4: 613,323 shares 613,323 $22.9M 0.53% +34,885 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: 455,762 shares; 2024Q4: 472,987 shares; 2025Q1: 482,752 shares; 2025Q2: 494,622 shares; 2025Q3: 507,402 shares; 2025Q4: 532,453 shares 532,453 $22.8M 0.53% +25,051 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110,236 shares; 2024Q4: 112,087 shares; 2025Q1: 112,248 shares; 2025Q2: 112,422 shares; 2025Q3: 112,338 shares; 2025Q4: 114,866 shares 114,866 $22M 0.51% +2,528 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: 33,793 shares; 2024Q4: 47,247 shares; 2025Q1: 54,376 shares; 2025Q2: 55,210 shares; 2025Q3: 64,384 shares; 2025Q4: 69,393 shares 69,393 $21.8M 0.5% +5,009 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: 72,194 shares; 2024Q4: 78,270 shares; 2025Q1: 93,344 shares; 2025Q2: 102,676 shares; 2025Q3: 101,677 shares; 2025Q4: 121,571 shares 121,571 $20.8M 0.48% +19,894 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 227,208 shares; 2024Q4: 209,745 shares; 2025Q1: 198,841 shares; 2025Q2: 212,356 shares; 2025Q3: 234,188 shares; 2025Q4: 240,889 shares 240,889 $20.5M 0.47% +6,701 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: 188,648 shares; 2024Q4: 238,172 shares; 2025Q1: 242,390 shares; 2025Q2: 239,799 shares; 2025Q3: 246,319 shares; 2025Q4: 250,172 shares 250,172 $20.4M 0.47% +3,853 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: 217,915 shares; 2024Q4: 112,003 shares; 2025Q1: 216,519 shares; 2025Q2: 323,024 shares; 2025Q3: 195,435 shares; 2025Q4: 729,905 shares 729,905 $19.9M 0.46% +534,470 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: 220,301 shares; 2024Q4: 232,890 shares; 2025Q1: 316,188 shares; 2025Q2: 331,356 shares; 2025Q3: 385,005 shares; 2025Q4: 392,237 shares 392,237 $19.9M 0.46% +7,232 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: 57,990 shares; 2024Q4: 55,863 shares; 2025Q1: 56,245 shares; 2025Q2: 58,615 shares; 2025Q3: 65,418 shares; 2025Q4: 74,613 shares 74,613 $19.8M 0.46% +9,195 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,404 shares; 2024Q4: 2,458 shares; 2025Q1: 2,739 shares; 2025Q2: 2,815 shares; 2025Q3: 101,069 shares; 2025Q4: 100,543 shares 100,543 $18.9M 0.44% -526 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: 32,605 shares; 2024Q4: 33,123 shares; 2025Q1: 42,191 shares; 2025Q2: 40,845 shares; 2025Q3: 41,533 shares; 2025Q4: 44,186 shares 44,186 $18.8M 0.43% +2,653 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,156 shares; 2024Q4: 8,475 shares; 2025Q1: 11,898 shares; 2025Q2: 241,968 shares; 2025Q3: 236,188 shares; 2025Q4: 211,822 shares 211,822 $18.5M 0.43% -24,366 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: 25,354 shares; 2024Q4: 20,713 shares; 2025Q1: 20,879 shares; 2025Q2: 18,133 shares; 2025Q3: 19,366 shares; 2025Q4: 197,784 shares 197,784 $18.5M 0.43% +178,418 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: 38,591 shares; 2024Q4: 65,722 shares; 2025Q1: 64,479 shares; 2025Q2: 60,539 shares; 2025Q3: 61,361 shares; 2025Q4: 62,180 shares 62,180 $18.4M 0.42% +819 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: 11,691 shares; 2024Q4: 11,630 shares; 2025Q1: 10,930 shares; 2025Q2: 20,051 shares; 2025Q3: 19,937 shares; 2025Q4: 20,185 shares 20,185 $17.7M 0.41% +248 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200,947 shares; 2024Q4: 202,295 shares; 2025Q1: 203,297 shares; 2025Q2: 209,091 shares; 2025Q3: 209,405 shares; 2025Q4: 209,723 shares 209,723 $16.9M 0.39% +318 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: 496,654 shares; 2024Q4: 507,089 shares; 2025Q1: 518,573 shares; 2025Q2: 515,287 shares; 2025Q3: 508,008 shares; 2025Q4: 434,410 shares 434,410 $16.7M 0.38% -73,598 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 117,740 shares; 2024Q4: 124,117 shares; 2025Q1: 113,987 shares; 2025Q2: 108,639 shares; 2025Q3: 110,229 shares; 2025Q4: 111,387 shares 111,387 $16.3M 0.38% +1,158 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: 20,940 shares; 2024Q4: 19,901 shares; 2025Q1: 20,330 shares; 2025Q2: 23,034 shares; 2025Q3: 24,129 shares; 2025Q4: 26,358 shares 26,358 $15.3M 0.35% +2,229 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: 47,565 shares; 2024Q4: 47,467 shares; 2025Q1: 47,969 shares; 2025Q2: 47,822 shares; 2025Q3: 47,678 shares; 2025Q4: 47,526 shares 47,526 $15.1M 0.35% -152 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: 140,922 shares; 2024Q4: 139,234 shares; 2025Q1: 140,244 shares; 2025Q2: 131,875 shares; 2025Q3: 124,148 shares; 2025Q4: 105,006 shares 105,006 $14.2M 0.33% -19,142 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,883 shares; 2024Q4: 107,758 shares; 2025Q1: 108,864 shares; 2025Q2: 107,429 shares; 2025Q3: 112,377 shares; 2025Q4: 127,189 shares 127,189 $13.4M 0.31% +14,812 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 181,091 shares; 2025Q2: 183,474 shares; 2025Q3: 183,504 shares; 2025Q4: 187,462 shares 187,462 $13.4M 0.31% +3,958 Timeline IHI 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: 161,352 shares; 2024Q4: 164,253 shares; 2025Q1: 167,045 shares; 2025Q2: 216,432 shares; 2025Q3: 193,208 shares; 2025Q4: 215,196 shares 215,196 $13.4M 0.31% +21,988 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: 14,315 shares; 2024Q4: 18,150 shares; 2025Q1: 18,296 shares; 2025Q2: 18,144 shares; 2025Q3: 18,664 shares; 2025Q4: 19,090 shares 19,090 $13M 0.3% +426 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,797 shares; 2024Q4: 8,242 shares; 2025Q1: 132,040 shares; 2025Q2: 134,066 shares; 2025Q3: 134,384 shares; 2025Q4: 134,891 shares 134,891 $13M 0.3% +507 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: 72,344 shares; 2024Q4: 72,351 shares; 2025Q1: 73,081 shares; 2025Q2: 73,146 shares; 2025Q3: 73,732 shares; 2025Q4: 73,249 shares 73,249 $12.7M 0.29% -483 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: 119,516 shares; 2024Q4: 121,194 shares; 2025Q1: 124,882 shares; 2025Q2: 115,877 shares; 2025Q3: 116,229 shares; 2025Q4: 121,647 shares 121,647 $12.2M 0.28% +5,418 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: 16,007 shares; 2024Q4: 16,233 shares; 2025Q1: 16,175 shares; 2025Q2: 15,772 shares; 2025Q3: 18,817 shares; 2025Q4: 21,428 shares 21,428 $12.1M 0.28% +2,611 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: 26,688 shares; 2024Q4: 27,203 shares; 2025Q1: 28,855 shares; 2025Q2: 29,785 shares; 2025Q3: 31,471 shares; 2025Q4: 35,098 shares 35,098 $12.1M 0.28% +3,627 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,259 shares; 2024Q4: 68,264 shares; 2025Q1: 68,463 shares; 2025Q2: 68,933 shares; 2025Q3: 70,416 shares; 2025Q4: 62,570 shares 62,570 $11.6M 0.27% -7,846 Timeline EOSE EOS ENERGY ENTERPRISES INC More: the full row for EOS ENERGY ENTERPRISES 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: 1,007,183 shares 1,007,183 $11.5M 0.27% new 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: 10,156 shares; 2024Q4: 10,191 shares; 2025Q1: 11,262 shares; 2025Q2: 12,042 shares; 2025Q3: 13,088 shares; 2025Q4: 13,200 shares 13,200 $11.4M 0.26% +112 Timeline DGRO 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: 137,624 shares; 2024Q4: 142,506 shares; 2025Q1: 142,899 shares; 2025Q2: 140,556 shares; 2025Q3: 151,586 shares; 2025Q4: 160,924 shares 160,924 $11.2M 0.26% +9,338 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: 9,016 shares; 2024Q4: 32,402 shares; 2025Q1: 36,772 shares; 2025Q2: 37,337 shares; 2025Q3: 36,446 shares; 2025Q4: 38,743 shares 38,743 $11.1M 0.25% +2,297 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: 72,885 shares; 2024Q4: 73,166 shares; 2025Q1: 72,549 shares; 2025Q2: 73,360 shares; 2025Q3: 79,831 shares; 2025Q4: 104,179 shares 104,179 $10.9M 0.25% +24,348 Timeline DWX 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: 79,643 shares; 2024Q4: 188,075 shares; 2025Q1: 80,570 shares; 2025Q2: 210,444 shares; 2025Q3: 229,022 shares; 2025Q4: 246,657 shares 246,657 $10.8M 0.25% +17,635 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 222,567 shares; 2024Q4: 219,693 shares; 2025Q1: 204,685 shares; 2025Q2: 187,881 shares; 2025Q3: 180,180 shares; 2025Q4: 176,553 shares 176,553 $10.7M 0.25% -3,627 Timeline RWX 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: 101,055 shares; 2024Q4: 105,249 shares; 2025Q1: 112,605 shares; 2025Q2: 109,628 shares; 2025Q3: 350,633 shares; 2025Q4: 379,759 shares 379,759 $10.6M 0.25% +29,126 Timeline DEM 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: 181,926 shares; 2024Q4: 193,871 shares; 2025Q1: 72,251 shares; 2025Q2: 69,237 shares; 2025Q3: 207,359 shares; 2025Q4: 224,273 shares 224,273 $10.5M 0.24% +16,914 Timeline GII 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: 94,275 shares; 2024Q4: 125,269 shares; 2025Q1: 130,311 shares; 2025Q2: 123,269 shares; 2025Q3: 134,457 shares; 2025Q4: 148,508 shares 148,508 $10.4M 0.24% +14,051 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: 62,132 shares; 2024Q4: 57,879 shares; 2025Q1: 71,219 shares; 2025Q2: 63,092 shares; 2025Q3: 63,705 shares; 2025Q4: 60,938 shares 60,938 $9.87M 0.23% -2,767 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,517 shares; 2024Q4: 8,962 shares; 2025Q1: 103,200 shares; 2025Q2: 110,658 shares; 2025Q3: 121,656 shares; 2025Q4: 121,555 shares 121,555 $9.87M 0.23% -101 Timeline DHI D R HORTON INC More: the full row for D R HORTON 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: 65,232 shares; 2025Q3: 63,654 shares; 2025Q4: 67,416 shares 67,416 $9.71M 0.22% +3,762 Timeline IGM 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: 58,273 shares; 2024Q4: 66,892 shares; 2025Q1: 70,623 shares; 2025Q2: 73,665 shares; 2025Q3: 74,502 shares; 2025Q4: 74,835 shares 74,835 $9.67M 0.22% +333 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,594 shares; 2024Q4: 33,275 shares; 2025Q1: 34,378 shares; 2025Q2: 34,371 shares; 2025Q3: 33,682 shares; 2025Q4: 33,453 shares 33,453 $9.66M 0.22% -229 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 52,254 shares; 2025Q1: 53,151 shares; 2025Q2: 50,193 shares; 2025Q3: 54,080 shares; 2025Q4: 61,726 shares 61,726 $9.28M 0.21% +7,646 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 40,009 shares; 2025Q4: 40,016 shares 40,016 $9.05M 0.21% +7 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,000 shares; 2024Q4: 93,292 shares; 2025Q1: 94,949 shares; 2025Q2: 87,514 shares; 2025Q3: 87,755 shares; 2025Q4: 91,679 shares 91,679 $8.9M 0.21% +3,924 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: 31,674 shares; 2024Q4: 34,219 shares; 2025Q1: 7,816 shares; 2025Q2: 6,338 shares; 2025Q3: 29,377 shares; 2025Q4: 61,602 shares 61,602 $8.87M 0.2% +32,225 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,187 shares; 2024Q4: 101,389 shares; 2025Q1: 102,825 shares; 2025Q2: 109,548 shares; 2025Q3: 112,327 shares; 2025Q4: 196,976 shares 196,976 $8.81M 0.2% +84,649 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: 75,022 shares; 2024Q4: 112,786 shares; 2025Q1: 112,725 shares; 2025Q2: 115,923 shares; 2025Q3: 108,165 shares; 2025Q4: 108,079 shares 108,079 $8.68M 0.2% -86 Timeline TNL TRAVEL PLUS LEISURE CO More: the full row for TRAVEL PLUS LEISURE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 120,433 shares; 2024Q4: 121,078 shares; 2025Q1: 120,823 shares; 2025Q2: 116,094 shares; 2025Q3: 118,414 shares; 2025Q4: 122,464 shares 122,464 $8.64M 0.2% +4,050 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,902 shares; 2024Q4: 79,058 shares; 2025Q1: 78,815 shares; 2025Q2: 77,073 shares; 2025Q3: 78,281 shares; 2025Q4: 78,185 shares 78,185 $8.62M 0.2% -96 Timeline QYLD 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: 50,762 shares; 2024Q4: 66,445 shares; 2025Q1: 57,141 shares; 2025Q2: 51,204 shares; 2025Q3: 51,427 shares; 2025Q4: 432,687 shares 432,687 $7.65M 0.18% +381,260 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 670 shares; 2024Q4: 645 shares; 2025Q1: 1,257 shares; 2025Q2: 1,348 shares; 2025Q3: 6,168 shares; 2025Q4: 5,970 shares 5,970 $7.25M 0.17% -198 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: 44,752 shares; 2024Q4: 44,767 shares; 2025Q1: 44,874 shares; 2025Q2: 44,759 shares; 2025Q3: 44,801 shares; 2025Q4: 43,597 shares 43,597 $7.11M 0.16% -1,204 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,759 shares; 2024Q4: 25,921 shares; 2025Q1: 28,622 shares; 2025Q2: 28,959 shares; 2025Q3: 31,153 shares; 2025Q4: 32,957 shares 32,957 $6.88M 0.16% +1,804 Timeline PGHY 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: 240,953 shares; 2024Q4: 143,309 shares; 2025Q1: 289,508 shares; 2025Q2: 283,614 shares; 2025Q3: 318,209 shares; 2025Q4: 345,008 shares 345,008 $6.86M 0.16% +26,799 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,627 shares; 2024Q4: 35,525 shares; 2025Q1: 33,925 shares; 2025Q2: 32,260 shares; 2025Q3: 31,423 shares; 2025Q4: 32,176 shares 32,176 $6.77M 0.16% +753 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 146,994 shares; 2024Q4: 149,055 shares; 2025Q1: 154,454 shares; 2025Q2: 142,324 shares; 2025Q3: 142,802 shares; 2025Q4: 146,956 shares 146,956 $6.77M 0.16% +4,154 Timeline MLPX 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: 144,871 shares; 2024Q4: 145,818 shares; 2025Q1: 142,141 shares; 2025Q2: 133,495 shares; 2025Q3: 144,263 shares; 2025Q4: 109,842 shares 109,842 $6.65M 0.15% -34,421 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,780 shares; 2024Q4: 20,833 shares; 2025Q1: 20,822 shares; 2025Q2: 20,889 shares; 2025Q3: 21,024 shares; 2025Q4: 21,028 shares 21,028 $6.52M 0.15% +4 Timeline FXI 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: 145,390 shares; 2025Q2: 164,208 shares; 2025Q3: 162,037 shares; 2025Q4: 166,882 shares 166,882 $6.39M 0.15% +4,845 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,602 shares; 2024Q4: 53,026 shares; 2025Q1: 57,842 shares; 2025Q2: 53,953 shares; 2025Q3: 53,906 shares; 2025Q4: 54,235 shares 54,235 $6.38M 0.15% +329 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: 4,808 shares; 2024Q4: 4,950 shares; 2025Q1: 20,635 shares; 2025Q2: 20,276 shares; 2025Q3: 24,113 shares; 2025Q4: 26,696 shares 26,696 $6.11M 0.14% +2,583 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: 5,580 shares; 2024Q4: 5,932 shares; 2025Q1: 15,089 shares; 2025Q2: 17,563 shares; 2025Q3: 25,565 shares; 2025Q4: 16,878 shares 16,878 $5.92M 0.14% -8,687 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: 12,336 shares; 2024Q4: 12,158 shares; 2025Q1: 11,916 shares; 2025Q2: 11,116 shares; 2025Q3: 12,173 shares; 2025Q4: 12,426 shares 12,426 $5.8M 0.13% +253 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: 8,791 shares; 2024Q4: 18,338 shares; 2025Q1: 18,410 shares; 2025Q2: 18,205 shares; 2025Q3: 29,664 shares; 2025Q4: 30,415 shares 30,415 $5.6M 0.13% +751 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: 9,804 shares; 2024Q4: 10,456 shares; 2025Q1: 11,186 shares; 2025Q2: 11,138 shares; 2025Q3: 11,180 shares; 2025Q4: 11,052 shares 11,052 $5.56M 0.13% -128 Timeline TTAN SERVICETITAN INC More: the full row for SERVICETITAN 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: 52,868 shares; 2025Q4: 49,020 shares 49,020 $5.22M 0.12% -3,848 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: 395,762 shares; 2024Q4: 97,345 shares; 2025Q1: 89,264 shares; 2025Q2: 87,344 shares; 2025Q3: 80,584 shares; 2025Q4: 140,139 shares 140,139 $5.17M 0.12% +59,555 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: 10,427 shares; 2024Q4: 10,444 shares; 2025Q1: 10,609 shares; 2025Q2: 10,606 shares; 2025Q3: 11,083 shares; 2025Q4: 11,070 shares 11,070 $5.15M 0.12% -13 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,257 shares; 2024Q4: 14,176 shares; 2025Q1: 13,902 shares; 2025Q2: 13,830 shares; 2025Q3: 14,097 shares; 2025Q4: 13,782 shares 13,782 $5.15M 0.12% -315 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 40,924 shares; 2025Q2: 7,730 shares; 2025Q3: 6,560 shares; 2025Q4: 93,227 shares 93,227 $5.1M 0.12% +86,667 Timeline TRMB TRIMBLE INC More: the full row for TRIMBLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,889 shares; 2024Q4: 69,249 shares; 2025Q1: 70,092 shares; 2025Q2: 61,589 shares; 2025Q3: 61,415 shares; 2025Q4: 64,263 shares 64,263 $5.04M 0.12% +2,848 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,634 shares; 2024Q4: 20,431 shares; 2025Q1: 18,997 shares; 2025Q2: 17,069 shares; 2025Q3: 16,929 shares; 2025Q4: 17,321 shares 17,321 $4.98M 0.11% +392 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: 3,212 shares; 2024Q4: 3,320 shares; 2025Q1: 12,254 shares; 2025Q2: 14,713 shares; 2025Q3: 14,659 shares; 2025Q4: 15,070 shares 15,070 $4.93M 0.11% +411 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: 20,829 shares; 2025Q1: 24,269 shares; 2025Q2: 33,198 shares; 2025Q3: 35,934 shares; 2025Q4: 41,638 shares 41,638 $4.86M 0.11% +5,704 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: 29,495 shares; 2024Q4: 30,286 shares; 2025Q1: 29,773 shares; 2025Q2: 28,753 shares; 2025Q3: 31,416 shares; 2025Q4: 34,322 shares 34,322 $4.67M 0.11% +2,906 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: 23,794 shares; 2024Q4: 22,455 shares; 2025Q1: 22,343 shares; 2025Q2: 21,270 shares; 2025Q3: 21,669 shares; 2025Q4: 21,244 shares 21,244 $4.66M 0.11% -425 Timeline 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: 57,028 shares; 2024Q4: 57,112 shares; 2025Q1: 46,003 shares; 2025Q2: 41,535 shares; 2025Q3: 38,576 shares; 2025Q4: 38,260 shares 38,260 $4.66M 0.11% -316 Timeline IYZ 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: 122,210 shares; 2025Q2: 132,014 shares; 2025Q3: 135,251 shares; 2025Q4: 136,737 shares 136,737 $4.64M 0.11% +1,486 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: 61,002 shares; 2024Q4: 61,102 shares; 2025Q1: 64,122 shares; 2025Q2: 66,793 shares; 2025Q3: 77,814 shares; 2025Q4: 83,808 shares 83,808 $4.61M 0.11% +5,994 Timeline CPNG COUPANG INC More: the full row for COUPANG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 201,757 shares; 2024Q4: 194,048 shares; 2025Q1: 239,313 shares; 2025Q2: 208,412 shares; 2025Q3: 200,934 shares; 2025Q4: 190,881 shares 190,881 $4.5M 0.1% -10,053 Timeline KCE 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: 23,806 shares; 2024Q4: 26,389 shares; 2025Q1: 28,652 shares; 2025Q2: 29,859 shares; 2025Q3: 29,838 shares; 2025Q4: 29,799 shares 29,799 $4.47M 0.1% -39 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: 42,244 shares; 2024Q4: 41,355 shares; 2025Q1: 42,353 shares; 2025Q2: 41,850 shares; 2025Q3: 46,361 shares; 2025Q4: 47,335 shares 47,335 $4.43M 0.1% +974 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,689 shares; 2024Q4: 30,191 shares; 2025Q1: 33,916 shares; 2025Q2: 30,565 shares; 2025Q3: 31,585 shares; 2025Q4: 41,007 shares 41,007 $4.39M 0.1% +9,422 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,497 shares; 2024Q4: 61,057 shares; 2025Q1: 71,154 shares; 2025Q2: 65,753 shares; 2025Q3: 67,164 shares; 2025Q4: 69,976 shares 69,976 $4.37M 0.1% +2,812 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,593 shares; 2024Q4: 75,798 shares; 2025Q1: 84,111 shares; 2025Q2: 80,379 shares; 2025Q3: 82,623 shares; 2025Q4: 86,280 shares 86,280 $4.34M 0.1% +3,657 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: 26,905 shares; 2025Q1: 33,765 shares; 2025Q2: 32,144 shares; 2025Q3: 33,890 shares; 2025Q4: 33,042 shares 33,042 $4.33M 0.1% -848 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,108 shares; 2024Q4: 14,137 shares; 2025Q1: 14,182 shares; 2025Q2: 14,230 shares; 2025Q3: 14,572 shares; 2025Q4: 14,798 shares 14,798 $4.29M 0.1% +226 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: 29,951 shares; 2024Q4: 28,955 shares; 2025Q1: 29,842 shares; 2025Q2: 28,917 shares; 2025Q3: 30,063 shares; 2025Q4: 27,723 shares 27,723 $4.23M 0.1% -2,340 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: 15,552 shares; 2024Q4: 15,580 shares; 2025Q1: 15,613 shares; 2025Q2: 15,658 shares; 2025Q3: 15,677 shares; 2025Q4: 15,986 shares 15,986 $4.11M 0.09% +309 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: 150,359 shares; 2024Q4: 154,407 shares; 2025Q1: 156,740 shares; 2025Q2: 154,500 shares; 2025Q3: 97,995 shares; 2025Q4: 70,914 shares 70,914 $4.06M 0.09% -27,081 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,440 shares; 2024Q4: 13,370 shares; 2025Q1: 31,566 shares; 2025Q2: 32,202 shares; 2025Q3: 18,393 shares; 2025Q4: 17,713 shares 17,713 $4.03M 0.09% -680 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: 58,644 shares; 2024Q4: 38,967 shares; 2025Q1: 41,242 shares; 2025Q2: 41,066 shares; 2025Q3: 40,976 shares; 2025Q4: 53,717 shares 53,717 $3.95M 0.09% +12,741 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: 57,995 shares; 2024Q4: 58,777 shares; 2025Q1: 58,836 shares; 2025Q2: 56,866 shares; 2025Q3: 58,625 shares; 2025Q4: 63,056 shares 63,056 $3.81M 0.09% +4,431 Timeline LIT 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 58,482 shares 58,482 $3.79M 0.09% new 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: 1,597 shares; 2024Q4: 1,465 shares; 2025Q1: 1,972 shares; 2025Q2: 15,692 shares; 2025Q3: 15,891 shares; 2025Q4: 16,359 shares 16,359 $3.78M 0.09% +468 Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,593 shares; 2024Q4: 32,681 shares; 2025Q1: 34,760 shares; 2025Q2: 33,458 shares; 2025Q3: 39,181 shares; 2025Q4: 43,335 shares 43,335 $3.74M 0.09% +4,154 Timeline SJNK 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: 108,259 shares; 2024Q4: 91,549 shares; 2025Q1: 227,784 shares; 2025Q2: 224,693 shares; 2025Q3: 247,630 shares; 2025Q4: 146,999 shares 146,999 $3.72M 0.09% -100,631 Timeline SNX TD SYNNEX CORPORATION More: the full row for TD SYNNEX 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: 25,619 shares; 2025Q2: 25,623 shares; 2025Q3: 24,626 shares; 2025Q4: 24,732 shares 24,732 $3.72M 0.09% +106 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,949 shares; 2024Q4: 3,445 shares; 2025Q1: 5,067 shares; 2025Q2: 3,205 shares; 2025Q3: 3,646 shares; 2025Q4: 5,878 shares 5,878 $3.69M 0.09% +2,232 Timeline BURL BURLINGTON STORES INC More: the full row for BURLINGTON STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,831 shares; 2024Q4: 12,497 shares; 2025Q1: 12,349 shares; 2025Q2: 12,317 shares; 2025Q3: 12,303 shares; 2025Q4: 12,480 shares 12,480 $3.6M 0.08% +177 Timeline APPF APPFOLIO INC More: the full row for APPFOLIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,483 shares; 2024Q4: 22,440 shares; 2025Q1: 22,362 shares; 2025Q2: 16,437 shares; 2025Q3: 16,151 shares; 2025Q4: 15,330 shares 15,330 $3.57M 0.08% -821 Timeline ENPH ENPHASE ENERGY INC More: the full row for ENPHASE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,944 shares; 2024Q4: 3,451 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 133,691 shares; 2025Q4: 107,977 shares 107,977 $3.46M 0.08% -25,714 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: 121,643 shares; 2024Q4: 70,573 shares; 2025Q1: 131,908 shares; 2025Q2: 70,433 shares; 2025Q3: 77,026 shares; 2025Q4: 83,594 shares 83,594 $3.45M 0.08% +6,568 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: 23,164 shares; 2024Q4: 25,103 shares; 2025Q1: 26,461 shares; 2025Q2: 26,016 shares; 2025Q3: 28,623 shares; 2025Q4: 31,123 shares 31,123 $3.43M 0.08% +2,500 Timeline XLRE 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: 62,084 shares; 2024Q4: 168,328 shares; 2025Q1: 114,256 shares; 2025Q2: 111,297 shares; 2025Q3: 78,301 shares; 2025Q4: 84,759 shares 84,759 $3.42M 0.08% +6,458 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 131,865 shares; 2024Q4: 136,830 shares; 2025Q1: 139,277 shares; 2025Q2: 144,025 shares; 2025Q3: 154,198 shares; 2025Q4: 168,438 shares 168,438 $3.41M 0.08% +14,240 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: 100,834 shares; 2024Q4: 56,674 shares; 2025Q1: 57,669 shares; 2025Q2: 58,382 shares; 2025Q3: 61,884 shares; 2025Q4: 67,316 shares 67,316 $3.4M 0.08% +5,432 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: 28,408 shares; 2024Q4: 21,201 shares; 2025Q1: 20,698 shares; 2025Q2: 19,923 shares; 2025Q3: 23,285 shares; 2025Q4: 24,861 shares 24,861 $3.37M 0.08% +1,576 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: 15,557 shares; 2024Q4: 15,406 shares; 2025Q1: 14,886 shares; 2025Q2: 15,620 shares; 2025Q3: 16,029 shares; 2025Q4: 16,186 shares 16,186 $3.35M 0.08% +157 Timeline PGX 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: 226,828 shares; 2024Q4: 412,585 shares; 2025Q1: 249,332 shares; 2025Q2: 251,292 shares; 2025Q3: 271,980 shares; 2025Q4: 297,672 shares 297,672 $3.35M 0.08% +25,692 Timeline BXMT BLACKSTONE MORTGAGE TRUST IN More: the full row for BLACKSTONE MORTGAGE TRUST IN 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: 82,483 shares; 2025Q3: 159,067 shares; 2025Q4: 172,455 shares 172,455 $3.3M 0.08% +13,388 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: 23,757 shares; 2024Q4: 25,719 shares; 2025Q1: 27,124 shares; 2025Q2: 25,675 shares; 2025Q3: 31,619 shares; 2025Q4: 29,579 shares 29,579 $3.3M 0.08% -2,040 Timeline ICLN 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: 33,918 shares; 2024Q4: 32,764 shares; 2025Q1: 31,635 shares; 2025Q2: 29,528 shares; 2025Q3: 29,528 shares; 2025Q4: 199,652 shares 199,652 $3.28M 0.08% +170,124 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: 18,342 shares; 2024Q4: 18,523 shares; 2025Q1: 18,096 shares; 2025Q2: 16,647 shares; 2025Q3: 16,718 shares; 2025Q4: 18,617 shares 18,617 $3.24M 0.07% +1,899 Timeline JD JD.COM INC More: the full row for JD.COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 59,958 shares; 2025Q1: 81,014 shares; 2025Q2: 80,563 shares; 2025Q3: 103,755 shares; 2025Q4: 110,752 shares 110,752 $3.18M 0.07% +6,997 Timeline MUST COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 117,674 shares; 2024Q4: 123,002 shares; 2025Q1: 140,426 shares; 2025Q2: 133,245 shares; 2025Q3: 135,919 shares; 2025Q4: 151,957 shares 151,957 $3.13M 0.07% +16,038 Timeline XME 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: 29,931 shares 29,931 $3.1M 0.07% new 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: 63,377 shares; 2024Q4: 62,977 shares; 2025Q1: 60,361 shares; 2025Q2: 30,886 shares; 2025Q3: 30,769 shares; 2025Q4: 30,447 shares 30,447 $3.02M 0.07% -322 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 115,475 shares; 2025Q4: 115,291 shares 115,291 $3.02M 0.07% -184 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 497 shares; 2025Q3: 643 shares; 2025Q4: 7,624 shares 7,624 $2.97M 0.07% +6,981 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: 20,034 shares; 2024Q4: 20,421 shares; 2025Q1: 25,648 shares; 2025Q2: 30,901 shares; 2025Q3: 28,597 shares; 2025Q4: 29,006 shares 29,006 $2.96M 0.07% +409 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: not reported; 2024Q4: not reported; 2025Q1: 481 shares; 2025Q2: 547 shares; 2025Q3: 593 shares; 2025Q4: 3,182 shares 3,182 $2.88M 0.07% +2,589 Timeline DFNM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,268 shares; 2024Q4: 47,523 shares; 2025Q1: 56,482 shares; 2025Q2: 54,972 shares; 2025Q3: 56,056 shares; 2025Q4: 59,776 shares 59,776 $2.88M 0.07% +3,720 Timeline HUBS HUBSPOT INC More: the full row for HUBSPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,098 shares; 2024Q4: 6,472 shares; 2025Q1: 6,254 shares; 2025Q2: 6,537 shares; 2025Q3: 6,512 shares; 2025Q4: 7,167 shares 7,167 $2.88M 0.07% +655 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,633 shares; 2024Q4: 72,633 shares; 2025Q1: 72,633 shares; 2025Q2: 72,633 shares; 2025Q3: 72,633 shares; 2025Q4: 72,633 shares 72,633 $2.88M 0.07% 0 Timeline NIO NIO INC More: the full row for NIO 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: 559,402 shares; 2025Q4: 552,972 shares 552,972 $2.82M 0.07% -6,430 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 141,361 shares; 2024Q4: 23,265 shares; 2025Q1: 23,168 shares; 2025Q2: 55,254 shares; 2025Q3: 58,524 shares; 2025Q4: 76,844 shares 76,844 $2.81M 0.06% +18,320 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: 16,235 shares; 2024Q4: 19,498 shares; 2025Q1: 27,331 shares; 2025Q2: 35,466 shares; 2025Q3: 38,108 shares; 2025Q4: 36,238 shares 36,238 $2.79M 0.06% -1,870 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: 5,648 shares; 2024Q4: 7,344 shares; 2025Q1: 8,322 shares; 2025Q2: 7,569 shares; 2025Q3: 12,910 shares; 2025Q4: 15,494 shares 15,494 $2.75M 0.06% +2,584 Timeline IAI 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: 12,257 shares; 2024Q4: 14,176 shares; 2025Q1: 14,611 shares; 2025Q2: 15,094 shares; 2025Q3: 15,131 shares; 2025Q4: 15,229 shares 15,229 $2.73M 0.06% +98 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: 44,724 shares; 2024Q4: 51,164 shares; 2025Q1: 53,884 shares; 2025Q2: 54,960 shares; 2025Q3: 52,730 shares; 2025Q4: 53,724 shares 53,724 $2.67M 0.06% +994 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,452 shares; 2024Q4: 4,061 shares; 2025Q1: 3,937 shares; 2025Q2: 4,066 shares; 2025Q3: 5,625 shares; 2025Q4: 27,209 shares 27,209 $2.66M 0.06% +21,584 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 27,498 shares; 2025Q2: 26,088 shares; 2025Q3: 26,631 shares; 2025Q4: 27,821 shares 27,821 $2.65M 0.06% +1,190 Timeline QQEW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,027 shares; 2024Q4: 19,266 shares; 2025Q1: 19,949 shares; 2025Q2: 18,779 shares; 2025Q3: 18,982 shares; 2025Q4: 18,584 shares 18,584 $2.64M 0.06% -398 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: 28,151 shares; 2024Q4: 28,653 shares; 2025Q1: 29,820 shares; 2025Q2: 31,112 shares; 2025Q3: 32,004 shares; 2025Q4: 28,032 shares 28,032 $2.61M 0.06% -3,972 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,193 shares; 2025Q4: 9,327 shares 9,327 $2.57M 0.06% +134 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: 16,692 shares; 2024Q4: 16,743 shares; 2025Q1: 16,695 shares; 2025Q2: 16,583 shares; 2025Q3: 16,649 shares; 2025Q4: 14,957 shares 14,957 $2.43M 0.06% -1,692 Timeline TEM TEMPUS AI INC More: the full row for TEMPUS AI 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: 40,091 shares 40,091 $2.37M 0.05% new 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: 1,633 shares; 2024Q4: 1,851 shares; 2025Q1: 2,259 shares; 2025Q2: 4,418 shares; 2025Q3: 3,002 shares; 2025Q4: 15,356 shares 15,356 $2.35M 0.05% +12,354 Timeline FIGR FIGURE TECHNOLOGY SOLUTIO More: the full row for FIGURE TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 57,340 shares 57,340 $2.34M 0.05% new 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: 2,586 shares; 2024Q4: 2,647 shares; 2025Q1: 2,559 shares; 2025Q2: 2,497 shares; 2025Q3: 2,453 shares; 2025Q4: 3,075 shares 3,075 $2.32M 0.05% +622 Timeline XPO XPO INC More: the full row for XPO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,782 shares; 2024Q4: 17,235 shares; 2025Q1: 17,636 shares; 2025Q2: 17,081 shares; 2025Q3: 16,876 shares; 2025Q4: 16,999 shares 16,999 $2.31M 0.05% +123 Timeline UCO PROSHARES TR II More: the full row for PROSHARES TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,000 shares; 2024Q4: 45,000 shares; 2025Q1: 45,000 shares; 2025Q2: 28,750 shares; 2025Q3: 75,750 shares; 2025Q4: 115,750 shares 115,750 $2.24M 0.05% +40,000 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,746 shares; 2024Q4: 45,879 shares; 2025Q1: 45,918 shares; 2025Q2: 45,404 shares; 2025Q3: 45,404 shares; 2025Q4: 28,312 shares 28,312 $2.23M 0.05% -17,092 Timeline EUSB 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: 42,712 shares; 2024Q4: 40,407 shares; 2025Q1: 43,474 shares; 2025Q2: 40,879 shares; 2025Q3: 43,198 shares; 2025Q4: 49,884 shares 49,884 $2.19M 0.05% +6,686 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,755 shares; 2024Q4: 34,456 shares; 2025Q1: 35,578 shares; 2025Q2: 35,478 shares; 2025Q3: 34,041 shares; 2025Q4: 32,219 shares 32,219 $2.13M 0.05% -1,822 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,787 shares; 2024Q4: 6,764 shares; 2025Q1: 6,842 shares; 2025Q2: 6,454 shares; 2025Q3: 6,369 shares; 2025Q4: 6,192 shares 6,192 $2.12M 0.05% -177 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,292 shares; 2024Q4: 34,338 shares; 2025Q1: 34,573 shares; 2025Q2: 31,418 shares; 2025Q3: 33,963 shares; 2025Q4: 24,032 shares 24,032 $2.06M 0.05% -9,931 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,561 shares; 2024Q4: 9,561 shares; 2025Q1: 9,354 shares; 2025Q2: 9,354 shares; 2025Q3: 9,104 shares; 2025Q4: 9,104 shares 9,104 $2.05M 0.05% 0 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: 7,307 shares; 2024Q4: 8,580 shares; 2025Q1: 10,188 shares; 2025Q2: 10,396 shares; 2025Q3: 16,354 shares; 2025Q4: 16,208 shares 16,208 $2.03M 0.05% -146 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,118 shares; 2024Q4: 32,980 shares; 2025Q1: 35,984 shares; 2025Q2: 33,462 shares; 2025Q3: 35,680 shares; 2025Q4: 41,703 shares 41,703 $2M 0.05% +6,023 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: 6,500 shares; 2024Q4: 9,673 shares; 2025Q1: 6,574 shares; 2025Q2: 6,448 shares; 2025Q3: 11,498 shares; 2025Q4: 6,382 shares 6,382 $2M 0.05% -5,116 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,543 shares; 2024Q4: 58,221 shares; 2025Q1: 114,316 shares; 2025Q2: 118,520 shares; 2025Q3: 107,711 shares; 2025Q4: 36,283 shares 36,283 $1.99M 0.05% -71,428 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,562 shares; 2024Q4: 2,562 shares; 2025Q1: 2,597 shares; 2025Q2: 2,560 shares; 2025Q3: 2,691 shares; 2025Q4: 4,045 shares 4,045 $1.97M 0.05% +1,354 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: 1,659 shares; 2024Q4: 1,480 shares; 2025Q1: 5,993 shares; 2025Q2: 6,327 shares; 2025Q3: 6,185 shares; 2025Q4: 5,962 shares 5,962 $1.97M 0.05% -223 Timeline PHYS 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: 44,827 shares; 2024Q4: 44,132 shares; 2025Q1: 43,690 shares; 2025Q2: 54,890 shares; 2025Q3: 59,500 shares; 2025Q4: 59,153 shares 59,153 $1.95M 0.05% -347 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: 6,480 shares; 2025Q4: 6,022 shares 6,022 $1.95M 0.05% -458 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: 2,916 shares; 2024Q4: 2,917 shares; 2025Q1: 2,928 shares; 2025Q2: 2,943 shares; 2025Q3: 3,052 shares; 2025Q4: 3,054 shares 3,054 $1.9M 0.04% +2 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,676 shares; 2024Q4: 11,925 shares; 2025Q1: 12,503 shares; 2025Q2: 11,995 shares; 2025Q3: 12,380 shares; 2025Q4: 12,284 shares 12,284 $1.9M 0.04% -96 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: not reported; 2025Q2: not reported; 2025Q3: 187,037 shares; 2025Q4: 224,383 shares 224,383 $1.9M 0.04% +37,346 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,801 shares; 2024Q4: 5,139 shares; 2025Q1: 5,188 shares; 2025Q2: 4,908 shares; 2025Q3: 5,008 shares; 2025Q4: 5,076 shares 5,076 $1.88M 0.04% +68 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,095 shares; 2024Q4: 16,671 shares; 2025Q1: 14,896 shares; 2025Q2: 13,703 shares; 2025Q3: 14,228 shares; 2025Q4: 14,558 shares 14,558 $1.88M 0.04% +330 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,790 shares; 2024Q4: 19,085 shares; 2025Q1: 18,345 shares; 2025Q2: 17,865 shares; 2025Q3: 18,189 shares; 2025Q4: 18,181 shares 18,181 $1.83M 0.04% -8 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,907 shares; 2024Q4: 14,704 shares; 2025Q1: 13,321 shares; 2025Q2: 11,642 shares; 2025Q3: 11,943 shares; 2025Q4: 12,316 shares 12,316 $1.72M 0.04% +373 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: 9,280 shares; 2024Q4: 9,653 shares; 2025Q1: 10,713 shares; 2025Q2: 10,772 shares; 2025Q3: 11,243 shares; 2025Q4: 9,335 shares 9,335 $1.71M 0.04% -1,908 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,087 shares; 2025Q3: 10,408 shares; 2025Q4: 11,970 shares 11,970 $1.7M 0.04% +1,562 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: 9,534 shares; 2024Q4: 10,211 shares; 2025Q1: 28,342 shares; 2025Q2: 28,523 shares; 2025Q3: 27,217 shares; 2025Q4: 23,416 shares 23,416 $1.64M 0.04% -3,801 Timeline BIZD 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: 17,486 shares; 2024Q4: 17,486 shares; 2025Q1: 17,486 shares; 2025Q2: 19,086 shares; 2025Q3: 17,486 shares; 2025Q4: 115,140 shares 115,140 $1.63M 0.04% +97,654 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: 2,412 shares; 2024Q4: 2,392 shares; 2025Q1: 2,306 shares; 2025Q2: 2,349 shares; 2025Q3: 2,566 shares; 2025Q4: 2,463 shares 2,463 $1.61M 0.04% -103 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: 5,495 shares; 2024Q4: 5,473 shares; 2025Q1: 5,548 shares; 2025Q2: 5,659 shares; 2025Q3: 5,819 shares; 2025Q4: 5,813 shares 5,813 $1.59M 0.04% -6 Timeline VCR 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: 4,369 shares; 2024Q4: 4,431 shares; 2025Q1: 4,553 shares; 2025Q2: 4,133 shares; 2025Q3: 4,123 shares; 2025Q4: 4,027 shares 4,027 $1.59M 0.04% -96 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,076 shares; 2024Q4: 3,158 shares; 2025Q1: 3,384 shares; 2025Q2: 3,290 shares; 2025Q3: 3,378 shares; 2025Q4: 3,633 shares 3,633 $1.53M 0.04% +255 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,160 shares; 2024Q4: 9,234 shares; 2025Q1: 8,978 shares; 2025Q2: 8,332 shares; 2025Q3: 8,318 shares; 2025Q4: 8,247 shares 8,247 $1.52M 0.04% -71 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: 1,783 shares; 2024Q4: 1,861 shares; 2025Q1: 2,085 shares; 2025Q2: 2,022 shares; 2025Q3: 2,166 shares; 2025Q4: 2,643 shares 2,643 $1.51M 0.03% +477 Timeline UGI UGI CORP NEW More: the full row for UGI 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: 43,713 shares; 2025Q3: 46,258 shares; 2025Q4: 39,917 shares 39,917 $1.49M 0.03% -6,341 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: 4,103 shares; 2024Q4: 4,265 shares; 2025Q1: 3,669 shares; 2025Q2: 4,184 shares; 2025Q3: 5,023 shares; 2025Q4: 5,485 shares 5,485 $1.47M 0.03% +462 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: 12,280 shares; 2024Q4: 12,371 shares; 2025Q1: 13,861 shares; 2025Q2: 11,790 shares; 2025Q3: 14,149 shares; 2025Q4: 13,880 shares 13,880 $1.46M 0.03% -269 Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,110 shares; 2024Q4: 3,113 shares; 2025Q1: 3,279 shares; 2025Q2: 3,331 shares; 2025Q3: 3,540 shares; 2025Q4: 3,407 shares 3,407 $1.42M 0.03% -133 Timeline CRUS CIRRUS LOGIC INC More: the full row for CIRRUS LOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,515 shares; 2025Q2: 2,850 shares; 2025Q3: 10,969 shares; 2025Q4: 11,848 shares 11,848 $1.4M 0.03% +879 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,858 shares; 2024Q4: 33,793 shares; 2025Q1: 34,956 shares; 2025Q2: 32,726 shares; 2025Q3: 5,863 shares; 2025Q4: 11,726 shares 11,726 $1.4M 0.03% +5,863 Timeline AKAM AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI 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: not reported; 2025Q4: 15,971 shares 15,971 $1.39M 0.03% new Timeline SNAP SNAP INC More: the full row for SNAP 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: 131,439 shares; 2025Q4: 168,620 shares 168,620 $1.36M 0.03% +37,181 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,645 shares; 2024Q4: 39,648 shares; 2025Q1: 14,532 shares; 2025Q2: 14,104 shares; 2025Q3: 11,581 shares; 2025Q4: 11,236 shares 11,236 $1.35M 0.03% -345 Timeline ISTB 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: 65,223 shares; 2024Q4: 65,222 shares; 2025Q1: 65,714 shares; 2025Q2: 65,714 shares; 2025Q3: 65,714 shares; 2025Q4: 27,137 shares 27,137 $1.32M 0.03% -38,577 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: 6,094 shares; 2024Q4: 5,972 shares; 2025Q1: 5,485 shares; 2025Q2: 3,428 shares; 2025Q3: 9,639 shares; 2025Q4: 8,933 shares 8,933 $1.28M 0.03% -706 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,588 shares; 2024Q4: 3,421 shares; 2025Q1: 3,485 shares; 2025Q2: 3,398 shares; 2025Q3: 4,375 shares; 2025Q4: 5,279 shares 5,279 $1.27M 0.03% +904 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: 11,064 shares; 2024Q4: 10,410 shares; 2025Q1: 10,730 shares; 2025Q2: 10,471 shares; 2025Q3: 11,577 shares; 2025Q4: 8,862 shares 8,862 $1.27M 0.03% -2,715 Timeline CAVA CAVA GROUP INC More: the full row for CAVA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,177 shares; 2025Q4: 21,569 shares 21,569 $1.27M 0.03% +10,392 Timeline EAT BRINKER INTL INC More: the full row for BRINKER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,000 shares; 2024Q4: 11,000 shares; 2025Q1: 10,534 shares; 2025Q2: 8,992 shares; 2025Q3: 9,117 shares; 2025Q4: 8,747 shares 8,747 $1.26M 0.03% -370 Timeline AMPL AMPLITUDE INC More: the full row for AMPLITUDE 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: 89,640 shares; 2025Q3: 92,576 shares; 2025Q4: 106,819 shares 106,819 $1.24M 0.03% +14,243 Timeline SRPT SAREPTA THERAPEUTICS INC More: the full row for SAREPTA THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 62,063 shares; 2025Q4: 57,238 shares 57,238 $1.23M 0.03% -4,825 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: 2,315 shares; 2024Q4: 2,402 shares; 2025Q1: 2,562 shares; 2025Q2: 2,337 shares; 2025Q3: 2,213 shares; 2025Q4: 2,283 shares 2,283 $1.19M 0.03% +70 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,044 shares; 2025Q4: 4,179 shares 4,179 $1.18M 0.03% +1,135 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,046 shares; 2024Q4: 35,965 shares; 2025Q1: 36,221 shares; 2025Q2: 35,806 shares; 2025Q3: 35,921 shares; 2025Q4: 40,626 shares 40,626 $1.15M 0.03% +4,705 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,782 shares; 2025Q3: 7,673 shares; 2025Q4: 7,605 shares 7,605 $1.13M 0.03% -68 Timeline EXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,801 shares; 2024Q4: 6,933 shares; 2025Q1: 7,070 shares; 2025Q2: 6,653 shares; 2025Q3: 6,565 shares; 2025Q4: 6,383 shares 6,383 $1.12M 0.03% -182 Timeline ITM 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: 17,703 shares; 2024Q4: 19,152 shares; 2025Q1: 20,910 shares; 2025Q2: 21,301 shares; 2025Q3: 21,567 shares; 2025Q4: 22,660 shares 22,660 $1.07M 0.02% +1,093 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: 26,560 shares; 2024Q4: 26,517 shares; 2025Q1: 26,791 shares; 2025Q2: 3,016 shares; 2025Q3: 3,312 shares; 2025Q4: 3,451 shares 3,451 $1.05M 0.02% +139 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: 7,834 shares; 2024Q4: 7,392 shares; 2025Q1: 8,128 shares; 2025Q2: 7,499 shares; 2025Q3: 7,186 shares; 2025Q4: 7,443 shares 7,443 $1.05M 0.02% +257 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: 3,277 shares; 2024Q4: 3,330 shares; 2025Q1: 3,500 shares; 2025Q2: 3,370 shares; 2025Q3: 3,429 shares; 2025Q4: 3,366 shares 3,366 $1.05M 0.02% -63 Timeline W WAYFAIR INC More: the full row for WAYFAIR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,381 shares 10,381 $1.04M 0.02% new Timeline WYNN WYNN RESORTS LTD More: the full row for WYNN RESORTS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,179 shares; 2025Q1: 9,142 shares; 2025Q2: 9,360 shares; 2025Q3: 8,627 shares; 2025Q4: 8,629 shares 8,629 $1.04M 0.02% +2 Timeline VCEL VERICEL CORP More: the full row for VERICEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,187 shares; 2024Q4: 43,224 shares; 2025Q1: 28,744 shares; 2025Q2: 28,744 shares; 2025Q3: 28,744 shares; 2025Q4: 28,744 shares 28,744 $1.04M 0.02% 0 Timeline XYLD 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: 21,310 shares; 2024Q4: 21,375 shares; 2025Q1: 21,574 shares; 2025Q2: 21,690 shares; 2025Q3: 21,784 shares; 2025Q4: 25,402 shares 25,402 $1.03M 0.02% +3,618 Timeline HYD 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: 16,002 shares; 2024Q4: 17,284 shares; 2025Q1: 18,970 shares; 2025Q2: 18,903 shares; 2025Q3: 19,145 shares; 2025Q4: 20,151 shares 20,151 $1.03M 0.02% +1,006 Timeline AFRM AFFIRM HLDGS INC More: the full row for AFFIRM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,697 shares; 2025Q4: 13,656 shares 13,656 $1.02M 0.02% -41 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: 19,232 shares; 2025Q3: 19,699 shares; 2025Q4: 16,868 shares 16,868 $1.01M 0.02% -2,831 Timeline XLB 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: 10,174 shares; 2024Q4: 10,351 shares; 2025Q1: 10,874 shares; 2025Q2: 10,750 shares; 2025Q3: 11,042 shares; 2025Q4: 22,125 shares 22,125 $1M 0.02% +11,083 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,528 shares; 2024Q4: 2,350 shares; 2025Q1: 1,832 shares; 2025Q2: 1,627 shares; 2025Q3: 1,627 shares; 2025Q4: 1,627 shares 1,627 $982K 0.02% 0 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: 5,384 shares; 2024Q4: 5,979 shares; 2025Q1: 6,619 shares; 2025Q2: 6,804 shares; 2025Q3: 7,096 shares; 2025Q4: 6,135 shares 6,135 $942K 0.02% -961 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,181 shares; 2025Q3: 4,271 shares; 2025Q4: 4,844 shares 4,844 $941K 0.02% +573 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: 4,958 shares; 2024Q4: 4,835 shares; 2025Q1: 6,512 shares; 2025Q2: 6,066 shares; 2025Q3: 5,815 shares; 2025Q4: 11,887 shares 11,887 $939K 0.02% +6,072 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: not reported; 2024Q4: not reported; 2025Q1: 1,380 shares; 2025Q2: 1,616 shares; 2025Q3: 2,774 shares; 2025Q4: 2,781 shares 2,781 $936K 0.02% +7 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: 3,592 shares; 2025Q2: 5,027 shares; 2025Q3: 10,045 shares; 2025Q4: 12,005 shares 12,005 $920K 0.02% +1,960 Timeline CCK CROWN HLDGS INC More: the full row for CROWN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,360 shares; 2025Q2: 3,000 shares; 2025Q3: 6,179 shares; 2025Q4: 8,825 shares 8,825 $909K 0.02% +2,646 Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,237 shares; 2024Q4: 28,575 shares; 2025Q1: 47,056 shares; 2025Q2: 48,629 shares; 2025Q3: 24,071 shares; 2025Q4: 12,823 shares 12,823 $877K 0.02% -11,248 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,874 shares; 2024Q4: 2,879 shares; 2025Q1: 4,022 shares; 2025Q2: 4,277 shares; 2025Q3: 6,410 shares; 2025Q4: 7,430 shares 7,430 $871K 0.02% +1,020 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: 3,260 shares; 2024Q4: 3,176 shares; 2025Q1: 4,161 shares; 2025Q2: 4,819 shares; 2025Q3: 4,973 shares; 2025Q4: 4,892 shares 4,892 $869K 0.02% -81 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55 shares; 2024Q4: 74 shares; 2025Q1: 83 shares; 2025Q2: 78 shares; 2025Q3: 100 shares; 2025Q4: 161 shares 161 $863K 0.02% +61 Timeline GAP GAP INC More: the full row for GAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,225 shares; 2025Q3: 11,061 shares; 2025Q4: 33,689 shares 33,689 $862K 0.02% +22,628 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: 1,864 shares; 2025Q3: 2,733 shares; 2025Q4: 3,008 shares 3,008 $858K 0.02% +275 Timeline G GENPACT LIMITED More: the full row for GENPACT LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,947 shares; 2025Q2: 5,255 shares; 2025Q3: 12,286 shares; 2025Q4: 18,265 shares 18,265 $854K 0.02% +5,979 Timeline VOX 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: 4,535 shares; 2024Q4: 4,566 shares; 2025Q1: 4,622 shares; 2025Q2: 4,438 shares; 2025Q3: 4,430 shares; 2025Q4: 4,306 shares 4,306 $834K 0.02% -124 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,397 shares; 2025Q2: not reported; 2025Q3: 1,259 shares; 2025Q4: 4,340 shares 4,340 $829K 0.02% +3,081 Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,124 shares; 2025Q3: 1,825 shares; 2025Q4: 2,343 shares 2,343 $829K 0.02% +518 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: 24,615 shares; 2024Q4: 24,553 shares; 2025Q1: 9,951 shares; 2025Q2: 9,581 shares; 2025Q3: 8,406 shares; 2025Q4: 6,581 shares 6,581 $828K 0.02% -1,825 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 797 shares; 2025Q2: 932 shares; 2025Q3: 1,567 shares; 2025Q4: 1,570 shares 1,570 $802K 0.02% +3 Timeline SOUN SOUNDHOUND AI INC More: the full row for SOUNDHOUND AI 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: 80,006 shares; 2025Q4: 80,090 shares 80,090 $798K 0.02% +84 Timeline SSO 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: 6,884 shares; 2024Q4: 6,884 shares; 2025Q1: 6,884 shares; 2025Q2: 6,884 shares; 2025Q3: 6,884 shares; 2025Q4: 13,768 shares 13,768 $797K 0.02% +6,884 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 557 shares; 2024Q4: not reported; 2025Q1: 642 shares; 2025Q2: 738 shares; 2025Q3: 854 shares; 2025Q4: 967 shares 967 $793K 0.02% +113 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,383 shares; 2025Q4: 6,383 shares 6,383 $787K 0.02% 0 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,089 shares; 2025Q3: 14,443 shares; 2025Q4: 17,390 shares 17,390 $771K 0.02% +2,947 Timeline ANF ABERCROMBIE & FITCH CO More: the full row for ABERCROMBIE & FITCH CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,051 shares; 2024Q4: 11,050 shares; 2025Q1: 60,376 shares; 2025Q2: 9,063 shares; 2025Q3: 9,079 shares; 2025Q4: 6,113 shares 6,113 $769K 0.02% -2,966 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares 1 $755K 0.02% 0 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,009 shares; 2024Q4: 2,203 shares; 2025Q1: 2,347 shares; 2025Q2: 2,695 shares; 2025Q3: 3,055 shares; 2025Q4: 2,783 shares 2,783 $755K 0.02% -272 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,105 shares; 2024Q4: 2,294 shares; 2025Q1: 2,926 shares; 2025Q2: 3,048 shares; 2025Q3: 3,598 shares; 2025Q4: 4,185 shares 4,185 $747K 0.02% +587 Timeline APLD APPLIED DIGITAL CORP More: the full row for APPLIED DIGITAL 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: 27,900 shares; 2025Q2: 52,500 shares; 2025Q3: 44,375 shares; 2025Q4: 30,375 shares 30,375 $745K 0.02% -14,000 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,548 shares; 2025Q2: 4,869 shares; 2025Q3: 5,990 shares; 2025Q4: 5,869 shares 5,869 $739K 0.02% -121 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN 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: 10,891 shares; 2025Q2: 10,033 shares; 2025Q3: 11,131 shares; 2025Q4: 9,248 shares 9,248 $737K 0.02% -1,883 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,457 shares; 2024Q4: 4,410 shares; 2025Q1: 4,996 shares; 2025Q2: 4,738 shares; 2025Q3: 26,863 shares; 2025Q4: 4,743 shares 4,743 $736K 0.02% -22,120 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: 1,809 shares; 2024Q4: 1,881 shares; 2025Q1: 2,059 shares; 2025Q2: 2,609 shares; 2025Q3: 1,697 shares; 2025Q4: 1,852 shares 1,852 $734K 0.02% +155 Timeline MLN 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: 41,910 shares; 2024Q4: 45,689 shares; 2025Q1: 45,869 shares; 2025Q2: 45,540 shares; 2025Q3: 46,929 shares; 2025Q4: 41,426 shares 41,426 $726K 0.02% -5,503 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: 915 shares; 2024Q4: 739 shares; 2025Q1: 2,524 shares; 2025Q2: 2,664 shares; 2025Q3: 1,464 shares; 2025Q4: 2,073 shares 2,073 $726K 0.02% +609 Timeline DJP BARCLAYS BANK PLC More: the full row for BARCLAYS BANK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,093 shares; 2024Q4: 16,807 shares; 2025Q1: 16,293 shares; 2025Q2: 16,293 shares; 2025Q3: 18,708 shares; 2025Q4: 19,160 shares 19,160 $721K 0.02% +452 Timeline FOXA FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,204 shares; 2025Q2: 5,439 shares; 2025Q3: 8,425 shares; 2025Q4: 9,752 shares 9,752 $713K 0.02% +1,327 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 700 shares; 2025Q3: 1,142 shares; 2025Q4: 1,288 shares 1,288 $710K 0.02% +146 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: 1,411 shares; 2024Q4: 1,450 shares; 2025Q1: 1,577 shares; 2025Q2: 1,583 shares; 2025Q3: 1,480 shares; 2025Q4: 1,462 shares 1,462 $707K 0.02% -18 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,304 shares; 2024Q4: 1,304 shares; 2025Q1: 2,531 shares; 2025Q2: 2,530 shares; 2025Q3: 2,528 shares; 2025Q4: 3,216 shares 3,216 $707K 0.02% +688 Timeline KYN KAYNE ANDERSON ENERGY INFRST More: the full row for KAYNE ANDERSON ENERGY INFRST 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: 56,800 shares; 2025Q3: 56,800 shares; 2025Q4: 56,800 shares 56,800 $703K 0.02% 0 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,439 shares; 2025Q2: not reported; 2025Q3: 12,116 shares; 2025Q4: 11,988 shares 11,988 $703K 0.02% -128 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,777 shares; 2024Q4: 3,577 shares; 2025Q1: 3,227 shares; 2025Q2: 3,210 shares; 2025Q3: 8,210 shares; 2025Q4: 7,673 shares 7,673 $701K 0.02% -537 Timeline RVNU DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,806 shares; 2024Q4: 25,529 shares; 2025Q1: 26,702 shares; 2025Q2: 25,802 shares; 2025Q3: 26,393 shares; 2025Q4: 28,467 shares 28,467 $699K 0.02% +2,074 Timeline ALSN ALLISON TRANSMISSION HLDGS I More: the full row for ALLISON TRANSMISSION HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,120 shares; 2025Q4: 7,131 shares 7,131 $698K 0.02% +1,011 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: 539 shares; 2024Q4: 580 shares; 2025Q1: 615 shares; 2025Q2: 600 shares; 2025Q3: 689 shares; 2025Q4: 861 shares 861 $697K 0.02% +172 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,092 shares; 2024Q4: 8,387 shares; 2025Q1: 9,311 shares; 2025Q2: 10,693 shares; 2025Q3: 11,204 shares; 2025Q4: 11,755 shares 11,755 $697K 0.02% +551 Timeline KRC KILROY REALTY CORP More: the full row for KILROY REALTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,496 shares; 2025Q3: 14,916 shares; 2025Q4: 18,454 shares 18,454 $690K 0.02% +3,538 Timeline CLH CLEAN HARBORS INC More: the full row for CLEAN HARBORS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,940 shares 2,940 $689K 0.02% new 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: 8,584 shares; 2024Q4: 8,584 shares; 2025Q1: 8,584 shares; 2025Q2: 8,584 shares; 2025Q3: 8,584 shares; 2025Q4: 8,584 shares 8,584 $684K 0.02% 0 Timeline TNA DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,000 shares; 2024Q4: 52,800 shares; 2025Q1: 67,800 shares; 2025Q2: not reported; 2025Q3: 9,000 shares; 2025Q4: 15,000 shares 15,000 $683K 0.02% +6,000 Timeline AUB ATLANTIC UN BANKSHARES CORP More: the full row for ATLANTIC UN BANKSHARES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 23,196 shares; 2025Q4: 19,111 shares 19,111 $675K 0.02% -4,085 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: 1,589 shares; 2024Q4: 1,561 shares; 2025Q1: 2,074 shares; 2025Q2: 1,833 shares; 2025Q3: 11,968 shares; 2025Q4: 3,092 shares 3,092 $671K 0.02% -8,876 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: 4,084 shares; 2024Q4: 4,422 shares; 2025Q1: 4,558 shares; 2025Q2: 5,260 shares; 2025Q3: 8,012 shares; 2025Q4: 6,863 shares 6,863 $659K 0.02% -1,149 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,036 shares; 2024Q4: 8,202 shares; 2025Q1: 6,411 shares; 2025Q2: 7,436 shares; 2025Q3: 7,466 shares; 2025Q4: 7,554 shares 7,554 $659K 0.02% +88 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: 1,757 shares; 2024Q4: 1,820 shares; 2025Q1: 1,960 shares; 2025Q2: 1,969 shares; 2025Q3: 1,888 shares; 2025Q4: 1,864 shares 1,864 $655K 0.02% -24 Timeline BYD BOYD GAMING CORP More: the full row for BOYD GAMING CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,521 shares; 2025Q2: 4,020 shares; 2025Q3: 6,845 shares; 2025Q4: 7,653 shares 7,653 $652K 0.02% +808 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 671 shares; 2025Q3: 1,079 shares; 2025Q4: 1,070 shares 1,070 $647K 0.01% -9 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,085 shares; 2024Q4: 3,745 shares; 2025Q1: 2,895 shares; 2025Q2: 3,277 shares; 2025Q3: 6,776 shares; 2025Q4: 6,491 shares 6,491 $645K 0.01% -285 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,224 shares; 2025Q2: 1,992 shares; 2025Q3: 2,551 shares; 2025Q4: 2,657 shares 2,657 $644K 0.01% +106 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,554 shares; 2025Q4: 2,145 shares 2,145 $635K 0.01% +591 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,423 shares; 2025Q3: 11,657 shares; 2025Q4: 20,664 shares 20,664 $631K 0.01% +9,007 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,208 shares; 2024Q4: 1,140 shares; 2025Q1: 1,123 shares; 2025Q2: 1,255 shares; 2025Q3: 2,055 shares; 2025Q4: 2,010 shares 2,010 $627K 0.01% -45 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: 71,314 shares; 2024Q4: 81,925 shares; 2025Q1: 84,236 shares; 2025Q2: 12,141 shares; 2025Q3: 13,537 shares; 2025Q4: 10,730 shares 10,730 $626K 0.01% -2,807 Timeline PDP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,276 shares; 2024Q4: 4,399 shares; 2025Q1: 4,315 shares; 2025Q2: 4,916 shares; 2025Q3: 5,186 shares; 2025Q4: 5,346 shares 5,346 $622K 0.01% +160 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,072 shares; 2024Q4: 2,693 shares; 2025Q1: 2,645 shares; 2025Q2: 2,407 shares; 2025Q3: 2,519 shares; 2025Q4: 2,519 shares 2,519 $620K 0.01% 0 Timeline GLOB GLOBANT S A More: the full row for GLOBANT S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,942 shares; 2024Q4: 7,852 shares; 2025Q1: 7,854 shares; 2025Q2: 8,010 shares; 2025Q3: 8,484 shares; 2025Q4: 9,425 shares 9,425 $616K 0.01% +941 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: 4,937 shares; 2024Q4: 4,188 shares; 2025Q1: 5,291 shares; 2025Q2: 5,690 shares; 2025Q3: 6,833 shares; 2025Q4: 5,414 shares 5,414 $616K 0.01% -1,419 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,497 shares; 2024Q4: 7,278 shares; 2025Q1: 7,070 shares; 2025Q2: 6,654 shares; 2025Q3: 6,751 shares; 2025Q4: 4,769 shares 4,769 $609K 0.01% -1,982 Timeline PCVX VAXCYTE INC More: the full row for VAXCYTE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,143 shares; 2024Q4: 13,143 shares; 2025Q1: 13,144 shares; 2025Q2: 13,143 shares; 2025Q3: 13,143 shares; 2025Q4: 13,143 shares 13,143 $606K 0.01% 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: 1,811 shares; 2024Q4: 1,817 shares; 2025Q1: 1,818 shares; 2025Q2: 1,815 shares; 2025Q3: 2,660 shares; 2025Q4: 2,639 shares 2,639 $605K 0.01% -21 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,925 shares 7,925 $598K 0.01% new Timeline INGR INGREDION INC More: the full row for INGREDION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,330 shares; 2025Q4: 5,406 shares 5,406 $596K 0.01% +3,076 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: 18,965 shares; 2024Q4: 19,161 shares; 2025Q1: 19,393 shares; 2025Q2: 2,600 shares; 2025Q3: 2,607 shares; 2025Q4: 2,699 shares 2,699 $593K 0.01% +92 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: 32,860 shares; 2024Q4: 26,131 shares; 2025Q1: 28,727 shares; 2025Q2: 26,157 shares; 2025Q3: 26,760 shares; 2025Q4: 23,602 shares 23,602 $588K 0.01% -3,158 Timeline EGP EASTGROUP PPTYS INC More: the full row for EASTGROUP PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,342 shares; 2025Q2: 1,726 shares; 2025Q3: 2,792 shares; 2025Q4: 3,286 shares 3,286 $585K 0.01% +494 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,397 shares; 2025Q1: not reported; 2025Q2: 1,849 shares; 2025Q3: 2,324 shares; 2025Q4: 2,563 shares 2,563 $584K 0.01% +239 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: 1,041 shares; 2024Q4: 1,100 shares; 2025Q1: 1,679 shares; 2025Q2: 1,950 shares; 2025Q3: 1,349 shares; 2025Q4: 3,210 shares 3,210 $584K 0.01% +1,861 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: 1,708 shares; 2024Q4: 1,336 shares; 2025Q1: 1,544 shares; 2025Q2: 1,370 shares; 2025Q3: 1,686 shares; 2025Q4: 1,921 shares 1,921 $584K 0.01% +235 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,629 shares; 2024Q4: 5,229 shares; 2025Q1: 4,987 shares; 2025Q2: 5,133 shares; 2025Q3: 6,262 shares; 2025Q4: 7,148 shares 7,148 $581K 0.01% +886 Timeline TXG 10X GENOMICS INC More: the full row for 10X GENOMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,658 shares; 2025Q3: 27,702 shares; 2025Q4: 35,627 shares 35,627 $581K 0.01% +7,925 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: not reported; 2025Q3: 3,829 shares; 2025Q4: 4,399 shares 4,399 $577K 0.01% +570 Timeline PCTY PAYLOCITY HLDG CORP More: the full row for PAYLOCITY HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,465 shares; 2025Q4: 3,724 shares 3,724 $568K 0.01% +1,259 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,761 shares; 2024Q4: 3,347 shares; 2025Q1: 2,363 shares; 2025Q2: 2,357 shares; 2025Q3: 2,840 shares; 2025Q4: 2,514 shares 2,514 $561K 0.01% -326 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,015 shares 1,015 $561K 0.01% new Timeline UHS UNIVERSAL HLTH SVCS INC More: the full row for UNIVERSAL HLTH SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,495 shares; 2024Q4: 14,457 shares; 2025Q1: 1,285 shares; 2025Q2: not reported; 2025Q3: 1,746 shares; 2025Q4: 2,555 shares 2,555 $557K 0.01% +809 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: 5,274 shares; 2024Q4: 4,601 shares; 2025Q1: 4,664 shares; 2025Q2: 4,461 shares; 2025Q3: 4,406 shares; 2025Q4: 2,847 shares 2,847 $555K 0.01% -1,559 Timeline EPAM EPAM SYS INC More: the full row for EPAM SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,708 shares 2,708 $555K 0.01% new Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,355 shares; 2024Q4: 5,654 shares; 2025Q1: 7,071 shares; 2025Q2: 7,131 shares; 2025Q3: 7,132 shares; 2025Q4: 8,140 shares 8,140 $547K 0.01% +1,008 Timeline MGK 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: 1,225 shares; 2024Q4: 1,224 shares; 2025Q1: 1,259 shares; 2025Q2: 1,224 shares; 2025Q3: 1,224 shares; 2025Q4: 1,316 shares 1,316 $543K 0.01% +92 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,021 shares; 2024Q4: 2,046 shares; 2025Q1: 2,085 shares; 2025Q2: 2,106 shares; 2025Q3: 2,094 shares; 2025Q4: 2,158 shares 2,158 $542K 0.01% +64 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 899 shares; 2025Q2: 1,261 shares; 2025Q3: 1,803 shares; 2025Q4: 1,871 shares 1,871 $540K 0.01% +68 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,009 shares; 2024Q4: 4,022 shares; 2025Q1: 3,629 shares; 2025Q2: 3,418 shares; 2025Q3: 3,493 shares; 2025Q4: 3,623 shares 3,623 $540K 0.01% +130 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,171 shares; 2025Q4: 2,052 shares 2,052 $539K 0.01% +881 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,557 shares; 2024Q4: 8,557 shares; 2025Q1: 8,591 shares; 2025Q2: 8,189 shares; 2025Q3: 8,265 shares; 2025Q4: 8,235 shares 8,235 $535K 0.01% -30 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: 13,533 shares; 2025Q1: 14,378 shares; 2025Q2: 16,622 shares; 2025Q3: 17,223 shares; 2025Q4: 2,615 shares 2,615 $531K 0.01% -14,608 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: not reported; 2024Q4: not reported; 2025Q1: 741 shares; 2025Q2: not reported; 2025Q3: 706 shares; 2025Q4: 1,539 shares 1,539 $530K 0.01% +833 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,097 shares; 2024Q4: 6,218 shares; 2025Q1: 6,218 shares; 2025Q2: 6,218 shares; 2025Q3: 6,218 shares; 2025Q4: 9,111 shares 9,111 $530K 0.01% +2,893 Timeline DBX DROPBOX INC More: the full row for DROPBOX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,929 shares; 2025Q2: 11,464 shares; 2025Q3: 14,175 shares; 2025Q4: 19,002 shares 19,002 $528K 0.01% +4,827 Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,291 shares; 2025Q2: 1,393 shares; 2025Q3: 1,870 shares; 2025Q4: 1,630 shares 1,630 $527K 0.01% -240 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: not reported; 2025Q1: not reported; 2025Q2: 2,021 shares; 2025Q3: 2,225 shares; 2025Q4: 2,317 shares 2,317 $527K 0.01% +92 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 892 shares; 2024Q4: 957 shares; 2025Q1: 1,075 shares; 2025Q2: 950 shares; 2025Q3: 1,151 shares; 2025Q4: 2,135 shares 2,135 $526K 0.01% +984 Timeline TAN 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: not reported; 2025Q4: 10,680 shares 10,680 $525K 0.01% new Timeline TTEK TETRA TECH INC NEW More: the full row for TETRA TECH INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,889 shares; 2025Q3: 14,178 shares; 2025Q4: 15,560 shares 15,560 $522K 0.01% +1,382 Timeline ESS ESSEX PPTY TR INC More: the full row for ESSEX PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 794 shares; 2025Q2: 905 shares; 2025Q3: 1,396 shares; 2025Q4: 1,991 shares 1,991 $521K 0.01% +595 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,013 shares; 2025Q4: 8,870 shares 8,870 $518K 0.01% +2,857 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,088 shares; 2025Q3: 7,888 shares; 2025Q4: 8,020 shares 8,020 $517K 0.01% +132 Timeline GEN GEN DIGITAL INC More: the full row for GEN DIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,080 shares; 2025Q2: 7,913 shares; 2025Q3: 14,983 shares; 2025Q4: 18,879 shares 18,879 $513K 0.01% +3,896 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,754 shares; 2025Q3: 5,049 shares; 2025Q4: 6,143 shares 6,143 $512K 0.01% +1,094 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,366 shares; 2024Q4: 6,366 shares; 2025Q1: 6,366 shares; 2025Q2: 6,366 shares; 2025Q3: 7,871 shares; 2025Q4: 7,871 shares 7,871 $512K 0.01% 0 Timeline MTG MGIC INVT CORP WIS More: the full row for MGIC INVT CORP WIS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,450 shares; 2025Q4: 17,369 shares 17,369 $508K 0.01% +5,919 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: 9,196 shares; 2024Q4: 9,129 shares; 2025Q1: 9,897 shares; 2025Q2: 11,407 shares; 2025Q3: 12,478 shares; 2025Q4: 16,935 shares 16,935 $506K 0.01% +4,457 Timeline FIVE FIVE BELOW INC More: the full row for FIVE BELOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,832 shares; 2025Q3: 2,506 shares; 2025Q4: 2,685 shares 2,685 $506K 0.01% +179 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 393 shares; 2025Q1: 619 shares; 2025Q2: 596 shares; 2025Q3: 622 shares; 2025Q4: 469 shares 469 $502K 0.01% -153 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,452 shares; 2025Q2: 7,544 shares; 2025Q3: 10,253 shares; 2025Q4: 10,949 shares 10,949 $500K 0.01% +696 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,718 shares; 2025Q3: 5,924 shares; 2025Q4: 6,275 shares 6,275 $498K 0.01% +351 Timeline DT DYNATRACE INC More: the full row for DYNATRACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,719 shares; 2025Q1: 4,428 shares; 2025Q2: 4,349 shares; 2025Q3: 5,715 shares; 2025Q4: 11,485 shares 11,485 $498K 0.01% +5,770 Timeline EPR EPR PPTYS More: the full row for EPR PPTYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,977 shares; 2025Q2: 5,726 shares; 2025Q3: 8,831 shares; 2025Q4: 9,922 shares 9,922 $495K 0.01% +1,091 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,500 shares; 2025Q4: 20,500 shares 20,500 $493K 0.01% 0 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,370 shares; 2025Q3: 9,492 shares; 2025Q4: 7,761 shares 7,761 $493K 0.01% -1,731 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,138 shares; 2024Q4: 7,897 shares; 2025Q1: 5,273 shares; 2025Q2: 4,498 shares; 2025Q3: 4,791 shares; 2025Q4: 5,172 shares 5,172 $492K 0.01% +381 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: 360 shares; 2024Q4: 387 shares; 2025Q1: 402 shares; 2025Q2: 2,880 shares; 2025Q3: 3,041 shares; 2025Q4: 736 shares 736 $487K 0.01% -2,305 Timeline SKYY FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,741 shares; 2024Q4: 3,777 shares; 2025Q1: 3,777 shares; 2025Q2: 3,777 shares; 2025Q3: 3,741 shares; 2025Q4: 3,741 shares 3,741 $487K 0.01% 0 Timeline VTHR VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,127 shares; 2024Q4: 4,043 shares; 2025Q1: 2,805 shares; 2025Q2: 1,517 shares; 2025Q3: 1,528 shares; 2025Q4: 1,618 shares 1,618 $486K 0.01% +90 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING 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: 1,963 shares; 2025Q4: 3,811 shares 3,811 $482K 0.01% +1,848 Timeline SUN SUNOCO LP/SUNOCO FIN CORP More: the full row for SUNOCO LP/SUNOCO FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 9,191 shares 9,191 $482K 0.01% -809 Timeline YETI YETI HLDGS INC More: the full row for YETI HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,313 shares; 2025Q2: 7,512 shares; 2025Q3: 12,881 shares; 2025Q4: 10,872 shares 10,872 $480K 0.01% -2,009 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,952 shares; 2025Q1: 3,520 shares; 2025Q2: 4,752 shares; 2025Q3: 8,736 shares; 2025Q4: 8,883 shares 8,883 $479K 0.01% +147 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,443 shares; 2025Q2: 2,580 shares; 2025Q3: 3,752 shares; 2025Q4: 4,120 shares 4,120 $478K 0.01% +368 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: 708 shares; 2025Q4: 705 shares 705 $477K 0.01% -3 Timeline FR FIRST INDL RLTY TR INC More: the full row for FIRST INDL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,068 shares; 2025Q4: 8,307 shares 8,307 $476K 0.01% +1,239 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,770 shares; 2025Q4: 2,721 shares 2,721 $469K 0.01% -49 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,743 shares; 2025Q2: 1,948 shares; 2025Q3: 2,070 shares; 2025Q4: 2,268 shares 2,268 $465K 0.01% +198 Timeline AWI ARMSTRONG WORLD INDS INC NEW More: the full row for ARMSTRONG WORLD INDS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,511 shares; 2025Q4: 2,427 shares 2,427 $464K 0.01% +916 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,486 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,585 shares 6,585 $457K 0.01% new Timeline NNN NNN REIT INC More: the full row for NNN REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,189 shares; 2025Q3: 13,220 shares; 2025Q4: 11,473 shares 11,473 $455K 0.01% -1,747 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,410 shares; 2025Q3: 3,694 shares; 2025Q4: 3,493 shares 3,493 $451K 0.01% -201 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: 91,378 shares; 2024Q4: 94,557 shares; 2025Q1: 97,424 shares; 2025Q2: 7,250 shares; 2025Q3: 5,976 shares; 2025Q4: 6,087 shares 6,087 $449K 0.01% +111 Timeline SWKS SKYWORKS SOLUTIONS INC More: the full row for SKYWORKS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,159 shares; 2025Q3: 8,623 shares; 2025Q4: 7,055 shares 7,055 $447K 0.01% -1,568 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,124 shares; 2024Q4: 15,124 shares; 2025Q1: 378,107 shares; 2025Q2: 391,722 shares; 2025Q3: 372,700 shares; 2025Q4: 8,783 shares 8,783 $447K 0.01% -363,917 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: 1,272 shares; 2024Q4: 1,238 shares; 2025Q1: 1,483 shares; 2025Q2: 1,608 shares; 2025Q3: 1,654 shares; 2025Q4: 1,323 shares 1,323 $446K 0.01% -331 Timeline CPT CAMDEN PPTY TR More: the full row for CAMDEN PPTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,978 shares; 2025Q4: 4,048 shares 4,048 $446K 0.01% +1,070 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,277 shares; 2024Q4: 5,353 shares; 2025Q1: 5,533 shares; 2025Q2: 5,421 shares; 2025Q3: 5,437 shares; 2025Q4: 5,541 shares 5,541 $445K 0.01% +104 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,991 shares; 2024Q4: 6,991 shares; 2025Q1: 5,344 shares; 2025Q2: 6,844 shares; 2025Q3: 5,544 shares; 2025Q4: 5,344 shares 5,344 $441K 0.01% -200 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,263 shares; 2024Q4: 27,744 shares; 2025Q1: 29,221 shares; 2025Q2: 2,206 shares; 2025Q3: 2,203 shares; 2025Q4: 2,203 shares 2,203 $440K 0.01% 0 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,877 shares; 2024Q4: 2,099 shares; 2025Q1: 2,386 shares; 2025Q2: 3,111 shares; 2025Q3: 3,735 shares; 2025Q4: 3,314 shares 3,314 $440K 0.01% -421 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,142 shares; 2024Q4: 20,862 shares; 2025Q1: 26,919 shares; 2025Q2: 19,674 shares; 2025Q3: 19,674 shares; 2025Q4: 16,002 shares 16,002 $439K 0.01% -3,672 Timeline ST SENSATA TECHNOLOGIES HLDG PL More: the full row for SENSATA TECHNOLOGIES HLDG PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,709 shares; 2025Q2: 8,563 shares; 2025Q3: 12,430 shares; 2025Q4: 13,106 shares 13,106 $436K 0.01% +676 Timeline SBAC SBA COMMUNICATIONS CORP More: the full row for SBA COMMUNICATIONS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,139 shares; 2025Q2: 1,225 shares; 2025Q3: 1,206 shares; 2025Q4: 2,243 shares 2,243 $434K 0.01% +1,037 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 848 shares 848 $433K 0.01% new Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX 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: 5,725 shares 5,725 $432K 0.01% new Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,416 shares; 2024Q4: 12,205 shares; 2025Q1: 12,867 shares; 2025Q2: 12,339 shares; 2025Q3: 12,418 shares; 2025Q4: 12,397 shares 12,397 $431K 0.01% -21 Timeline VXF 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,053 shares 2,053 $429K 0.01% new 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: 11,848 shares; 2024Q4: 14,697 shares; 2025Q1: 15,777 shares; 2025Q2: 15,720 shares; 2025Q3: 14,817 shares; 2025Q4: 17,194 shares 17,194 $427K 0.01% +2,377 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,775 shares; 2025Q4: 3,816 shares 3,816 $427K 0.01% +1,041 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,471 shares; 2024Q4: 23,471 shares; 2025Q1: 23,893 shares; 2025Q2: 23,193 shares; 2025Q3: 29,476 shares; 2025Q4: 32,046 shares 32,046 $425K 0.01% +2,570 Timeline CEF 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: 8,470 shares; 2024Q4: 8,470 shares; 2025Q1: 9,262 shares; 2025Q2: 9,262 shares; 2025Q3: 9,262 shares; 2025Q4: 9,262 shares 9,262 $424K 0.01% 0 Timeline FLO FLOWERS FOODS INC More: the full row for FLOWERS FOODS 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: 38,152 shares 38,152 $415K 0.01% new Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,242 shares; 2024Q4: 3,193 shares; 2025Q1: 5,062 shares; 2025Q2: 4,678 shares; 2025Q3: 4,635 shares; 2025Q4: 3,956 shares 3,956 $407K 0.01% -679 Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,012 shares; 2025Q4: 14,465 shares 14,465 $405K 0.01% +6,453 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 730 shares; 2025Q3: 945 shares; 2025Q4: 1,004 shares 1,004 $404K 0.01% +59 Timeline QRVO QORVO INC More: the full row for QORVO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,103 shares; 2025Q4: 4,772 shares 4,772 $403K 0.01% +1,669 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,661 shares; 2024Q4: 4,795 shares; 2025Q1: 4,990 shares; 2025Q2: 5,130 shares; 2025Q3: 5,415 shares; 2025Q4: 5,986 shares 5,986 $402K 0.01% +571 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,165 shares; 2025Q4: 2,061 shares 2,061 $399K 0.01% -104 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,416 shares; 2024Q4: 4,031 shares; 2025Q1: 4,042 shares; 2025Q2: 4,108 shares; 2025Q3: 4,121 shares; 2025Q4: 4,137 shares 4,137 $398K 0.01% +16 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,467 shares; 2024Q4: 3,158 shares; 2025Q1: 2,308 shares; 2025Q2: 2,365 shares; 2025Q3: 2,276 shares; 2025Q4: 2,485 shares 2,485 $398K 0.01% +209 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,163 shares; 2025Q3: 3,719 shares; 2025Q4: 2,895 shares 2,895 $395K 0.01% -824 Timeline IFF INTERNATIONAL FLAVORS&FRAGRA More: the full row for INTERNATIONAL FLAVORS&FRAGRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,706 shares 5,706 $385K 0.01% new Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD 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: 2,183 shares; 2025Q3: 4,456 shares; 2025Q4: 4,967 shares 4,967 $384K 0.01% +511 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,864 shares; 2024Q4: 15,728 shares; 2025Q1: 15,728 shares; 2025Q2: 15,728 shares; 2025Q3: 15,728 shares; 2025Q4: 15,728 shares 15,728 $383K 0.01% 0 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 117 shares; 2024Q4: 118 shares; 2025Q1: 124 shares; 2025Q2: 110 shares; 2025Q3: 136 shares; 2025Q4: 113 shares 113 $383K 0.01% -23 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,722 shares 5,722 $383K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,753 shares; 2025Q3: 1,793 shares; 2025Q4: 2,640 shares 2,640 $382K 0.01% +847 Timeline PD PAGERDUTY INC More: the full row for PAGERDUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,439 shares; 2024Q4: 34,439 shares; 2025Q1: 34,439 shares; 2025Q2: 34,439 shares; 2025Q3: 29,000 shares; 2025Q4: 29,000 shares 29,000 $380K 0.01% 0 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,574 shares 4,574 $380K 0.01% new Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 791 shares; 2025Q2: 501 shares; 2025Q3: 810 shares; 2025Q4: 808 shares 808 $379K 0.01% -2 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE 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: not reported; 2025Q4: 9,121 shares 9,121 $375K 0.01% new Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,584 shares; 2024Q4: 5,134 shares; 2025Q1: 5,134 shares; 2025Q2: 3,504 shares; 2025Q3: 3,504 shares; 2025Q4: 3,504 shares 3,504 $374K 0.01% 0 Timeline AYI ACUITY INC More: the full row for ACUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 677 shares; 2025Q4: 1,038 shares 1,038 $374K 0.01% +361 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,457 shares; 2024Q4: 1,948 shares; 2025Q1: 2,653 shares; 2025Q2: 2,462 shares; 2025Q3: 13,681 shares; 2025Q4: 2,423 shares 2,423 $374K 0.01% -11,258 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,078 shares; 2025Q4: 1,550 shares 1,550 $371K 0.01% +472 Timeline MKSI MKS INC. More: the full row for MKS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,878 shares; 2025Q4: 2,323 shares 2,323 $371K 0.01% +445 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,400 shares; 2024Q4: 7,400 shares; 2025Q1: 7,400 shares; 2025Q2: 7,400 shares; 2025Q3: 7,400 shares; 2025Q4: 7,400 shares 7,400 $369K 0.01% 0 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,555 shares; 2025Q3: 1,519 shares; 2025Q4: 1,814 shares 1,814 $368K 0.01% +295 Timeline GLPI GAMING & LEISURE P More: the full row for GAMING & LEISURE P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,228 shares 8,228 $368K 0.01% new Timeline TECH BIO-TECHNE CORP More: the full row for BIO-TECHNE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,101 shares; 2025Q4: 6,209 shares 6,209 $365K 0.01% +108 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,265 shares; 2025Q4: 2,099 shares 2,099 $364K 0.01% +834 Timeline SMH 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: 1,032 shares; 2025Q4: 1,011 shares 1,011 $364K 0.01% -21 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: not reported; 2024Q4: not reported; 2025Q1: 221,210 shares; 2025Q2: 223,857 shares; 2025Q3: 202,512 shares; 2025Q4: 3,547 shares 3,547 $363K 0.01% -198,965 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,570 shares; 2024Q4: 41,631 shares; 2025Q1: 33,589 shares; 2025Q2: 33,592 shares; 2025Q3: 33,592 shares; 2025Q4: 33,718 shares 33,718 $361K 0.01% +126 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,062 shares; 2024Q4: 2,151 shares; 2025Q1: 2,048 shares; 2025Q2: 1,837 shares; 2025Q3: 3,069 shares; 2025Q4: 3,475 shares 3,475 $361K 0.01% +406 Timeline DCI DONALDSON INC More: the full row for DONALDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,374 shares; 2025Q4: 4,062 shares 4,062 $360K 0.01% +688 Timeline EVRG EVERGY INC More: the full row for EVERGY 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: 3,365 shares; 2025Q2: 3,601 shares; 2025Q3: 3,972 shares; 2025Q4: 4,905 shares 4,905 $356K 0.01% +933 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,230 shares; 2024Q4: 6,139 shares; 2025Q1: 6,555 shares; 2025Q2: 6,444 shares; 2025Q3: 7,932 shares; 2025Q4: 9,604 shares 9,604 $355K 0.01% +1,672 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS 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: 3,232 shares 3,232 $353K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,621 shares 1,621 $352K 0.01% new Timeline TYG TORTOISE ENERGY INFRSTRCTR C More: the full row for TORTOISE ENERGY INFRSTRCTR C 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: 8,610 shares; 2025Q3: 8,610 shares; 2025Q4: 8,610 shares 8,610 $352K 0.01% 0 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: 12,374 shares; 2024Q4: 11,771 shares; 2025Q1: 14,056 shares; 2025Q2: 13,399 shares; 2025Q3: 14,043 shares; 2025Q4: 8,615 shares 8,615 $351K 0.01% -5,428 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,981 shares; 2024Q4: 3,055 shares; 2025Q1: 2,832 shares; 2025Q2: 3,895 shares; 2025Q3: 6,201 shares; 2025Q4: 8,696 shares 8,696 $350K 0.01% +2,495 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS 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: 1,602 shares; 2025Q4: 2,579 shares 2,579 $349K 0.01% +977 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,506 shares 2,506 $348K 0.01% new Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,992 shares; 2024Q4: 4,992 shares; 2025Q1: 4,992 shares; 2025Q2: 4,992 shares; 2025Q3: 4,992 shares; 2025Q4: 4,992 shares 4,992 $348K 0.01% 0 Timeline HOLX HOLOGIC INC More: the full row for HOLOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,826 shares; 2024Q4: 42,051 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,666 shares 4,666 $348K 0.01% new Timeline SPDV ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS 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: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares 10,000 $346K 0.01% 0 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC 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: 7,746 shares 7,746 $345K 0.01% new Timeline CRL CHARLES RIV LABS INTL INC More: the full row for CHARLES RIV LABS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,816 shares; 2025Q4: 1,723 shares 1,723 $344K 0.01% -93 Timeline AGCO AGCO CORP More: the full row for AGCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,288 shares 3,288 $343K 0.01% new Timeline USFD US FOODS HLDG CORP More: the full row for US FOODS HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,205 shares; 2025Q4: 4,543 shares 4,543 $342K 0.01% +1,338 Timeline TAP MOLSON COORS BEVERAGE CO More: the full row for MOLSON COORS BEVERAGE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,317 shares 7,317 $342K 0.01% 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: 2,845 shares; 2024Q4: 2,961 shares; 2025Q1: 3,007 shares; 2025Q2: 2,498 shares; 2025Q3: 2,865 shares; 2025Q4: 3,100 shares 3,100 $341K 0.01% +235 Timeline RHI ROBERT HALF INC. More: the full row for ROBERT HALF INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,943 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,009 shares; 2025Q4: 12,438 shares 12,438 $338K 0.01% -571 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,863 shares; 2025Q4: 4,992 shares 4,992 $336K 0.01% +1,129 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: 3,787 shares; 2024Q4: 4,339 shares; 2025Q1: 3,815 shares; 2025Q2: 4,407 shares; 2025Q3: 4,817 shares; 2025Q4: 2,864 shares 2,864 $336K 0.01% -1,953 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: not reported; 2024Q4: not reported; 2025Q1: 2,257 shares; 2025Q2: 2,709 shares; 2025Q3: 3,288 shares; 2025Q4: 2,865 shares 2,865 $330K 0.01% -423 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,156 shares 4,156 $330K 0.01% new Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,865 shares; 2025Q1: 2,264 shares; 2025Q2: 1,925 shares; 2025Q3: 1,685 shares; 2025Q4: 1,518 shares 1,518 $329K 0.01% -167 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,629 shares; 2024Q4: 1,629 shares; 2025Q1: 1,019 shares; 2025Q2: 1,019 shares; 2025Q3: 1,019 shares; 2025Q4: 1,019 shares 1,019 $329K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 908 shares; 2025Q4: 1,153 shares 1,153 $328K 0.01% +245 Timeline AN AUTONATION INC More: the full row for AUTONATION 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: 1,881 shares; 2025Q4: 1,586 shares 1,586 $327K 0.01% -295 Timeline REYN REYNOLDS CONSUMER PRODS INC More: the full row for REYNOLDS CONSUMER PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,236 shares 14,236 $326K 0.01% new Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,953 shares; 2025Q4: 2,528 shares 2,528 $323K 0.01% -425 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: not reported; 2025Q2: not reported; 2025Q3: 2,781 shares; 2025Q4: 2,133 shares 2,133 $323K 0.01% -648 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,233 shares; 2025Q3: 1,503 shares; 2025Q4: 1,508 shares 1,508 $322K 0.01% +5 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,258 shares; 2024Q4: 2,257 shares; 2025Q1: 2,257 shares; 2025Q2: 2,257 shares; 2025Q3: 2,257 shares; 2025Q4: 2,257 shares 2,257 $319K 0.01% 0 Timeline IWC 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: 2,020 shares 2,020 $318K 0.01% new Timeline ZION ZIONS BANCORPORATION NATL AS More: the full row for ZIONS BANCORPORATION NATL AS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,507 shares; 2025Q4: 5,399 shares 5,399 $316K 0.01% +892 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,487 shares; 2025Q4: 2,373 shares 2,373 $315K 0.01% -1,114 Timeline MTCH MATCH GROUP INC NEW More: the full row for MATCH GROUP 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: 7,477 shares; 2025Q4: 9,685 shares 9,685 $313K 0.01% +2,208 Timeline WWD WOODWARD INC More: the full row for WOODWARD 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: 935 shares; 2025Q4: 1,033 shares 1,033 $312K 0.01% +98 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,272 shares; 2025Q4: 2,281 shares 2,281 $310K 0.01% +9 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 149 shares; 2025Q2: not reported; 2025Q3: 2,306 shares; 2025Q4: 3,363 shares 3,363 $307K 0.01% +1,057 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,411 shares 1,411 $306K 0.01% new Timeline ROKU ROKU INC More: the full row for ROKU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,666 shares; 2025Q4: 2,820 shares 2,820 $306K 0.01% +154 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,300 shares; 2024Q4: 1,187 shares; 2025Q1: 1,571 shares; 2025Q2: 1,783 shares; 2025Q3: 1,751 shares; 2025Q4: 1,737 shares 1,737 $305K 0.01% -14 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: not reported; 2024Q4: not reported; 2025Q1: 859 shares; 2025Q2: 981 shares; 2025Q3: not reported; 2025Q4: 1,104 shares 1,104 $304K 0.01% new 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: 1,156 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 686 shares; 2025Q4: 1,032 shares 1,032 $303K 0.01% +346 Timeline SNDR SCHNEIDER NATIONAL INC More: the full row for SCHNEIDER NATIONAL 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: 10,645 shares; 2025Q4: 11,409 shares 11,409 $303K 0.01% +764 Timeline