GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 541,923 shares; 2024Q4: 551,227 shares; 2025Q1: 566,721 shares; 2025Q2: 580,272 shares; 2025Q3: 603,403 shares; 2025Q4: 632,985 shares 632,985 $63.3M 10% +29,582 Timeline FNDX 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: 685,216 shares; 2024Q4: 2,084,426 shares; 2025Q1: 2,141,066 shares; 2025Q2: 2,130,599 shares; 2025Q3: 2,063,000 shares; 2025Q4: 2,013,483 shares 2,013,483 $54.8M 8.66% -49,517 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: 878,095 shares; 2024Q4: 887,248 shares; 2025Q1: 913,358 shares; 2025Q2: 954,655 shares; 2025Q3: 1,001,407 shares; 2025Q4: 1,038,999 shares 1,038,999 $48.9M 7.74% +37,592 Timeline TDTT FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,757,917 shares; 2024Q4: 1,767,872 shares; 2025Q1: 1,780,929 shares; 2025Q2: 1,820,715 shares; 2025Q3: 1,886,811 shares; 2025Q4: 1,953,181 shares 1,953,181 $47M 7.43% +66,370 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 329,290 shares; 2024Q4: 355,010 shares; 2025Q1: 365,808 shares; 2025Q2: 386,890 shares; 2025Q3: 415,139 shares; 2025Q4: 430,551 shares 430,551 $37.5M 5.93% +15,412 Timeline FNDF 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: 638,687 shares; 2024Q4: 671,179 shares; 2025Q1: 666,235 shares; 2025Q2: 685,486 shares; 2025Q3: 673,695 shares; 2025Q4: 685,355 shares 685,355 $31M 4.9% +11,660 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: 328,152 shares; 2024Q4: 979,550 shares; 2025Q1: 999,350 shares; 2025Q2: 927,718 shares; 2025Q3: 901,610 shares; 2025Q4: 887,608 shares 887,608 $23.9M 3.78% -14,002 Timeline MTUM 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: 99,936 shares; 2024Q4: 96,846 shares; 2025Q1: 94,590 shares; 2025Q2: 97,255 shares; 2025Q3: 94,433 shares; 2025Q4: 92,299 shares 92,299 $23.1M 3.65% -2,134 Timeline FNDA 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: 359,722 shares; 2024Q4: 734,164 shares; 2025Q1: 725,125 shares; 2025Q2: 667,044 shares; 2025Q3: 637,574 shares; 2025Q4: 635,328 shares 635,328 $20M 3.17% -2,246 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: 97,987 shares; 2024Q4: 97,514 shares; 2025Q1: 96,862 shares; 2025Q2: 100,213 shares; 2025Q3: 101,307 shares; 2025Q4: 102,294 shares 102,294 $19.5M 3.09% +987 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: 78,013 shares; 2024Q4: 76,939 shares; 2025Q1: 76,743 shares; 2025Q2: 80,875 shares; 2025Q3: 82,220 shares; 2025Q4: 82,549 shares 82,549 $16.4M 2.59% +329 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: 267,348 shares; 2024Q4: 541,743 shares; 2025Q1: 561,300 shares; 2025Q2: 546,630 shares; 2025Q3: 546,621 shares; 2025Q4: 571,232 shares 571,232 $13.7M 2.17% +24,611 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 153,550 shares; 2024Q4: 152,156 shares; 2025Q1: 151,587 shares; 2025Q2: 161,196 shares; 2025Q3: 164,022 shares; 2025Q4: 162,975 shares 162,975 $11.6M 1.84% -1,047 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: 128,732 shares; 2024Q4: 131,754 shares; 2025Q1: 134,127 shares; 2025Q2: 145,502 shares; 2025Q3: 152,775 shares; 2025Q4: 155,737 shares 155,737 $10.5M 1.66% +2,962 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: 115,173 shares; 2024Q4: 354,699 shares; 2025Q1: 359,978 shares; 2025Q2: 350,274 shares; 2025Q3: 351,076 shares; 2025Q4: 361,691 shares 361,691 $9.92M 1.57% +10,615 Timeline IQLT 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: 198,681 shares; 2024Q4: 199,370 shares; 2025Q1: 197,935 shares; 2025Q2: 216,769 shares; 2025Q3: 219,799 shares; 2025Q4: 209,644 shares 209,644 $9.53M 1.51% -10,155 Timeline FNDE 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: 216,056 shares; 2024Q4: 225,407 shares; 2025Q1: 222,223 shares; 2025Q2: 220,443 shares; 2025Q3: 211,732 shares; 2025Q4: 216,567 shares 216,567 $7.81M 1.24% +4,835 Timeline FNDC 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: 180,359 shares; 2024Q4: 188,869 shares; 2025Q1: 187,792 shares; 2025Q2: 179,885 shares; 2025Q3: 166,046 shares; 2025Q4: 169,608 shares 169,608 $7.56M 1.19% +3,562 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: 67,808 shares; 2024Q4: 67,752 shares; 2025Q1: 67,416 shares; 2025Q2: 63,829 shares; 2025Q3: 62,616 shares; 2025Q4: 61,301 shares 61,301 $7.37M 1.17% -1,315 Timeline SCHA 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: 127,879 shares; 2024Q4: 258,315 shares; 2025Q1: 258,319 shares; 2025Q2: 248,828 shares; 2025Q3: 248,484 shares; 2025Q4: 246,052 shares 246,052 $7.01M 1.11% -2,432 Timeline GSSC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,687 shares; 2024Q4: 86,700 shares; 2025Q1: 87,145 shares; 2025Q2: 96,836 shares; 2025Q3: 98,656 shares; 2025Q4: 89,472 shares 89,472 $6.77M 1.07% -9,184 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,941 shares; 2024Q4: 28,020 shares; 2025Q1: 27,901 shares; 2025Q2: 28,192 shares; 2025Q3: 27,832 shares; 2025Q4: 24,700 shares 24,700 $6.71M 1.06% -3,132 Timeline IDLV 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: 149,584 shares; 2024Q4: 167,260 shares; 2025Q1: 166,179 shares; 2025Q2: 196,374 shares; 2025Q3: 203,428 shares; 2025Q4: 193,895 shares 193,895 $6.57M 1.04% -9,533 Timeline VGLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 152,870 shares; 2024Q4: 131,033 shares; 2025Q1: 119,266 shares; 2025Q2: 108,604 shares; 2025Q3: 108,881 shares; 2025Q4: 116,930 shares 116,930 $6.52M 1.03% +8,049 Timeline AOR 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: 136,645 shares; 2024Q4: 132,955 shares; 2025Q1: 123,923 shares; 2025Q2: 104,606 shares; 2025Q3: 100,914 shares; 2025Q4: 90,676 shares 90,676 $5.89M 0.93% -10,238 Timeline SCHC 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: 98,021 shares; 2024Q4: 101,407 shares; 2025Q1: 105,992 shares; 2025Q2: 102,535 shares; 2025Q3: 104,534 shares; 2025Q4: 104,719 shares 104,719 $4.77M 0.75% +185 Timeline ISCF 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: 92,659 shares; 2024Q4: 94,366 shares; 2025Q1: 94,147 shares; 2025Q2: 115,893 shares; 2025Q3: 118,572 shares; 2025Q4: 111,594 shares 111,594 $4.63M 0.73% -6,978 Timeline VTEC VANGUARD CALIF TAX FREE FDS More: the full row for VANGUARD CALIF TAX FREE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 101 shares; 2025Q1: 1,287 shares; 2025Q2: 37,108 shares; 2025Q3: 32,716 shares; 2025Q4: 45,172 shares 45,172 $4.53M 0.72% +12,456 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: 13,714 shares; 2024Q4: 13,584 shares; 2025Q1: 13,587 shares; 2025Q2: 14,158 shares; 2025Q3: 13,845 shares; 2025Q4: 13,633 shares 13,633 $4.28M 0.68% -212 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: 19,199 shares; 2024Q4: 18,829 shares; 2025Q1: 19,309 shares; 2025Q2: 19,266 shares; 2025Q3: 19,246 shares; 2025Q4: 19,165 shares 19,165 $4.21M 0.67% -81 Timeline USMV 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: 38,509 shares; 2024Q4: 38,445 shares; 2025Q1: 38,390 shares; 2025Q2: 38,475 shares; 2025Q3: 38,417 shares; 2025Q4: 39,024 shares 39,024 $3.67M 0.58% +607 Timeline IVLU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,110 shares; 2024Q4: 52,974 shares; 2025Q1: 50,880 shares; 2025Q2: 63,634 shares; 2025Q3: 69,227 shares; 2025Q4: 91,695 shares 91,695 $3.49M 0.55% +22,468 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: 19,387 shares; 2024Q4: 20,625 shares; 2025Q1: 21,368 shares; 2025Q2: 21,431 shares; 2025Q3: 22,198 shares; 2025Q4: 33,026 shares 33,026 $3.38M 0.53% +10,828 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: 9,231 shares; 2024Q4: 9,279 shares; 2025Q1: 9,367 shares; 2025Q2: 9,426 shares; 2025Q3: 9,124 shares; 2025Q4: 10,166 shares 10,166 $3.18M 0.5% +1,042 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,638 shares; 2024Q4: 12,362 shares; 2025Q1: 12,821 shares; 2025Q2: 14,201 shares; 2025Q3: 14,102 shares; 2025Q4: 15,684 shares 15,684 $2.93M 0.46% +1,582 Timeline IBTQ 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: 104,891 shares 104,891 $2.67M 0.42% new 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: 4,177 shares; 2024Q4: 4,169 shares; 2025Q1: 4,138 shares; 2025Q2: 4,097 shares; 2025Q3: 4,101 shares; 2025Q4: 4,073 shares 4,073 $2.55M 0.4% -28 Timeline PRF 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: 48,495 shares; 2024Q4: 47,618 shares; 2025Q1: 47,738 shares; 2025Q2: 54,714 shares; 2025Q3: 49,350 shares; 2025Q4: 48,247 shares 48,247 $2.26M 0.36% -1,103 Timeline ESGV 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: 21,286 shares; 2024Q4: 20,641 shares; 2025Q1: 19,935 shares; 2025Q2: 18,897 shares; 2025Q3: 18,028 shares; 2025Q4: 17,974 shares 17,974 $2.17M 0.34% -54 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: 4,386 shares; 2024Q4: 4,236 shares; 2025Q1: 4,215 shares; 2025Q2: 4,539 shares; 2025Q3: 4,381 shares; 2025Q4: 4,369 shares 4,369 $2.11M 0.33% -12 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: 19,463 shares; 2024Q4: 21,476 shares; 2025Q1: 21,308 shares; 2025Q2: 19,742 shares; 2025Q3: 20,585 shares; 2025Q4: 24,117 shares 24,117 $1.79M 0.28% +3,532 Timeline VSGX 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: 25,118 shares; 2024Q4: 26,163 shares; 2025Q1: 25,611 shares; 2025Q2: 24,581 shares; 2025Q3: 24,225 shares; 2025Q4: 24,304 shares 24,304 $1.74M 0.28% +79 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: 2,276 shares; 2024Q4: 2,428 shares; 2025Q1: 2,176 shares; 2025Q2: 2,656 shares; 2025Q3: 2,649 shares; 2025Q4: 2,532 shares 2,532 $1.73M 0.27% -117 Timeline CMF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,353 shares; 2024Q4: 64,206 shares; 2025Q1: 74,152 shares; 2025Q2: 18,775 shares; 2025Q3: 24,592 shares; 2025Q4: 29,901 shares 29,901 $1.72M 0.27% +5,309 Timeline SCHE 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: 49,102 shares; 2024Q4: 49,723 shares; 2025Q1: 47,506 shares; 2025Q2: 52,316 shares; 2025Q3: 50,556 shares; 2025Q4: 50,414 shares 50,414 $1.65M 0.26% -142 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: 5,960 shares; 2024Q4: 6,192 shares; 2025Q1: 5,832 shares; 2025Q2: 6,555 shares; 2025Q3: 6,359 shares; 2025Q4: 6,362 shares 6,362 $1.64M 0.26% +3 Timeline VSS 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: 9,570 shares; 2024Q4: 9,818 shares; 2025Q1: 9,630 shares; 2025Q2: 11,001 shares; 2025Q3: 10,976 shares; 2025Q4: 11,187 shares 11,187 $1.6M 0.25% +211 Timeline PRFZ 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: 3,427 shares; 2024Q4: 3,429 shares; 2025Q1: 7,640 shares; 2025Q2: 35,954 shares; 2025Q3: 34,453 shares; 2025Q4: 34,426 shares 34,426 $1.58M 0.25% -27 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,142 shares; 2024Q4: 17,987 shares; 2025Q1: 17,862 shares; 2025Q2: 18,050 shares; 2025Q3: 18,070 shares; 2025Q4: 18,031 shares 18,031 $1.56M 0.25% -39 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: 3,545 shares; 2024Q4: 3,556 shares; 2025Q1: 3,558 shares; 2025Q2: 4,532 shares; 2025Q3: 4,536 shares; 2025Q4: 4,310 shares 4,310 $1.36M 0.21% -226 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,567 shares; 2024Q4: 30,714 shares; 2025Q1: 30,297 shares; 2025Q2: 29,236 shares; 2025Q3: 28,587 shares; 2025Q4: 28,885 shares 28,885 $1.33M 0.21% +298 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: 7,138 shares; 2024Q4: 7,083 shares; 2025Q1: 7,086 shares; 2025Q2: 7,130 shares; 2025Q3: 7,139 shares; 2025Q4: 7,111 shares 7,111 $1.3M 0.21% -28 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: 16,416 shares; 2024Q4: 20,013 shares; 2025Q1: 18,892 shares; 2025Q2: 19,645 shares; 2025Q3: 20,879 shares; 2025Q4: 20,532 shares 20,532 $1.28M 0.2% -347 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,091 shares; 2024Q4: 1,872 shares; 2025Q1: 2,000 shares; 2025Q2: 7,266 shares; 2025Q3: 7,444 shares; 2025Q4: 7,427 shares 7,427 $1.13M 0.18% -17 Timeline SPYX SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,345 shares; 2024Q4: 19,904 shares; 2025Q1: 21,014 shares; 2025Q2: 20,617 shares; 2025Q3: 19,811 shares; 2025Q4: 19,750 shares 19,750 $1.11M 0.18% -61 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: 3,359 shares; 2024Q4: 3,422 shares; 2025Q1: 3,487 shares; 2025Q2: 3,949 shares; 2025Q3: 3,697 shares; 2025Q4: 4,366 shares 4,366 $1.01M 0.16% +669 Timeline IMTM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,652 shares; 2024Q4: 8,065 shares; 2025Q1: 8,065 shares; 2025Q2: 16,429 shares; 2025Q3: 17,967 shares; 2025Q4: 20,334 shares 20,334 $975K 0.15% +2,367 Timeline SPMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,599 shares; 2024Q4: 51,659 shares; 2025Q1: 48,357 shares; 2025Q2: 46,553 shares; 2025Q3: 43,917 shares; 2025Q4: 42,897 shares 42,897 $962K 0.15% -1,020 Timeline TDTF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,481 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 30,890 shares; 2025Q3: 36,030 shares; 2025Q4: 36,552 shares 36,552 $876K 0.14% +522 Timeline SHE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,052 shares; 2024Q4: 6,967 shares; 2025Q1: 6,636 shares; 2025Q2: 6,663 shares; 2025Q3: 6,441 shares; 2025Q4: 6,459 shares 6,459 $853K 0.13% +18 Timeline SCHR 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: 28,529 shares; 2025Q3: 28,807 shares; 2025Q4: 33,602 shares 33,602 $843K 0.13% +4,795 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: 8,404 shares; 2024Q4: 8,909 shares; 2025Q1: 8,809 shares; 2025Q2: 8,822 shares; 2025Q3: 8,722 shares; 2025Q4: 8,744 shares 8,744 $831K 0.13% +22 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: 6,616 shares; 2024Q4: 6,940 shares; 2025Q1: 6,146 shares; 2025Q2: 5,893 shares; 2025Q3: 5,558 shares; 2025Q4: 5,546 shares 5,546 $826K 0.13% -12 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: 1,359 shares; 2024Q4: 1,360 shares; 2025Q1: 1,337 shares; 2025Q2: 1,332 shares; 2025Q3: 1,261 shares; 2025Q4: 1,236 shares 1,236 $759K 0.12% -25 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 0.12% 0 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: 1,414 shares; 2024Q4: 1,426 shares; 2025Q1: 1,432 shares; 2025Q2: 1,608 shares; 2025Q3: 1,638 shares; 2025Q4: 2,117 shares 2,117 $733K 0.12% +479 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,651 shares; 2024Q4: 1,703 shares; 2025Q1: 1,739 shares; 2025Q2: 1,979 shares; 2025Q3: 1,987 shares; 2025Q4: 2,174 shares 2,174 $701K 0.11% +187 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: 755 shares; 2024Q4: 720 shares; 2025Q1: 728 shares; 2025Q2: 1,185 shares; 2025Q3: 1,115 shares; 2025Q4: 1,013 shares 1,013 $669K 0.11% -102 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: 2,069 shares; 2024Q4: 2,061 shares; 2025Q1: 2,080 shares; 2025Q2: 2,893 shares; 2025Q3: 2,886 shares; 2025Q4: 2,887 shares 2,887 $660K 0.1% +1 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: 933 shares; 2024Q4: 928 shares; 2025Q1: 925 shares; 2025Q2: 935 shares; 2025Q3: 925 shares; 2025Q4: 962 shares 962 $637K 0.1% +37 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,786 shares; 2024Q4: 16,226 shares; 2025Q1: 15,863 shares; 2025Q2: 13,934 shares; 2025Q3: 13,291 shares; 2025Q4: 13,256 shares 13,256 $585K 0.09% -35 Timeline WTW WILLIS TOWERS WATSON PLC LTD More: the full row for WILLIS TOWERS WATSON PLC LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58 shares; 2024Q4: 58 shares; 2025Q1: 58 shares; 2025Q2: 58 shares; 2025Q3: 1,759 shares; 2025Q4: 1,756 shares 1,756 $577K 0.09% -3 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: 3,774 shares; 2024Q4: 3,668 shares; 2025Q1: 3,625 shares; 2025Q2: 4,995 shares; 2025Q3: 4,901 shares; 2025Q4: 4,698 shares 4,698 $565K 0.09% -203 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: 4,233 shares; 2024Q4: 4,224 shares; 2025Q1: 4,224 shares; 2025Q2: 4,134 shares; 2025Q3: 4,124 shares; 2025Q4: 4,153 shares 4,153 $565K 0.09% +29 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: 15,776 shares; 2024Q4: 15,776 shares; 2025Q1: 15,776 shares; 2025Q2: 15,776 shares; 2025Q3: 15,776 shares; 2025Q4: 13,196 shares 13,196 $522K 0.08% -2,580 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: 144 shares; 2024Q4: 102 shares; 2025Q1: 4,299 shares; 2025Q2: 3,160 shares; 2025Q3: 3,131 shares; 2025Q4: 3,171 shares 3,171 $508K 0.08% +40 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,499 shares; 2024Q4: 3,482 shares; 2025Q1: 3,621 shares; 2025Q2: 3,645 shares; 2025Q3: 3,664 shares; 2025Q4: 3,686 shares 3,686 $504K 0.08% +22 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: 2,309 shares; 2024Q4: 2,339 shares; 2025Q1: 1,231 shares; 2025Q2: 1,295 shares; 2025Q3: 1,166 shares; 2025Q4: 1,086 shares 1,086 $488K 0.08% -80 Timeline MUNY VANGUARD NY TAX FREE FDS More: the full row for VANGUARD NY TAX FREE 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: 4,622 shares; 2025Q4: 4,720 shares 4,720 $487K 0.08% +98 Timeline MBB 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: 6,289 shares; 2025Q1: 6,569 shares; 2025Q2: 4,898 shares; 2025Q3: 4,943 shares; 2025Q4: 5,032 shares 5,032 $479K 0.08% +89 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,274 shares; 2024Q4: 2,242 shares; 2025Q1: 2,327 shares; 2025Q2: 2,100 shares; 2025Q3: 2,152 shares; 2025Q4: 2,160 shares 2,160 $457K 0.07% +8 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,050 shares; 2024Q4: 3,017 shares; 2025Q1: 3,050 shares; 2025Q2: 3,541 shares; 2025Q3: 3,291 shares; 2025Q4: 3,144 shares 3,144 $451K 0.07% -147 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: 324 shares; 2024Q4: 315 shares; 2025Q1: 328 shares; 2025Q2: 323 shares; 2025Q3: 336 shares; 2025Q4: 411 shares 411 $442K 0.07% +75 Timeline CALI BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,597 shares; 2024Q4: 7,676 shares; 2025Q1: 7,708 shares; 2025Q2: 7,761 shares; 2025Q3: 8,506 shares; 2025Q4: 8,670 shares 8,670 $437K 0.07% +164 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: 1,448 shares; 2024Q4: 2,069 shares; 2025Q1: 1,366 shares; 2025Q2: 1,090 shares; 2025Q3: 1,300 shares; 2025Q4: 1,301 shares 1,301 $436K 0.07% +1 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: 2,056 shares; 2024Q4: 2,060 shares; 2025Q1: 2,063 shares; 2025Q2: 2,052 shares; 2025Q3: 2,017 shares; 2025Q4: 2,089 shares 2,089 $424K 0.07% +72 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: 1,061 shares; 2024Q4: 1,156 shares; 2025Q1: 1,197 shares; 2025Q2: 1,238 shares; 2025Q3: 1,190 shares; 2025Q4: 1,131 shares 1,131 $397K 0.06% -59 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: 1,222 shares; 2024Q4: 1,223 shares; 2025Q1: 1,223 shares; 2025Q2: 1,223 shares; 2025Q3: 1,133 shares; 2025Q4: 1,101 shares 1,101 $397K 0.06% -32 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: 6,426 shares; 2024Q4: 6,509 shares; 2025Q1: 6,512 shares; 2025Q2: 6,621 shares; 2025Q3: 7,203 shares; 2025Q4: 7,247 shares 7,247 $390K 0.06% +44 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: 132 shares; 2024Q4: 151 shares; 2025Q1: 153 shares; 2025Q2: 457 shares; 2025Q3: 451 shares; 2025Q4: 439 shares 439 $379K 0.06% -12 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,900 shares; 2024Q4: 3,996 shares; 2025Q1: 4,027 shares; 2025Q2: 4,081 shares; 2025Q3: 4,131 shares; 2025Q4: 4,172 shares 4,172 $376K 0.06% +41 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: 1,219 shares; 2024Q4: 1,279 shares; 2025Q1: 1,279 shares; 2025Q2: 1,779 shares; 2025Q3: 1,779 shares; 2025Q4: 2,558 shares 2,558 $368K 0.06% +779 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,831 shares; 2024Q4: 6,801 shares; 2025Q1: 6,831 shares; 2025Q2: 6,825 shares; 2025Q3: 6,802 shares; 2025Q4: 6,795 shares 6,795 $359K 0.06% -7 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: 211 shares; 2024Q4: 199 shares; 2025Q1: 188 shares; 2025Q2: 226 shares; 2025Q3: 593 shares; 2025Q4: 516 shares 516 $353K 0.06% -77 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,985 shares; 2024Q4: 3,985 shares; 2025Q1: 3,985 shares; 2025Q2: 3,985 shares; 2025Q3: 3,985 shares; 2025Q4: 3,985 shares 3,985 $340K 0.05% 0 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,029 shares; 2024Q4: 954 shares; 2025Q1: 990 shares; 2025Q2: 1,019 shares; 2025Q3: 942 shares; 2025Q4: 923 shares 923 $323K 0.05% -19 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: 4,207 shares; 2024Q4: 4,239 shares; 2025Q1: 4,239 shares; 2025Q2: 3,856 shares; 2025Q3: 3,856 shares; 2025Q4: 3,901 shares 3,901 $322K 0.05% +45 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: 757 shares; 2024Q4: 872 shares; 2025Q1: 1,116 shares; 2025Q2: 1,671 shares; 2025Q3: 1,372 shares; 2025Q4: 1,477 shares 1,477 $306K 0.05% +105 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: 8,351 shares; 2024Q4: 7,384 shares; 2025Q1: 4,274 shares; 2025Q2: 3,647 shares; 2025Q3: 5,936 shares; 2025Q4: 6,003 shares 6,003 $302K 0.05% +67 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: 4,384 shares; 2024Q4: 4,384 shares; 2025Q1: 4,384 shares; 2025Q2: 4,384 shares; 2025Q3: 4,675 shares; 2025Q4: 4,675 shares 4,675 $301K 0.05% 0 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,592 shares; 2024Q4: 3,541 shares; 2025Q1: 3,552 shares; 2025Q2: 3,546 shares; 2025Q3: 3,552 shares; 2025Q4: 3,407 shares 3,407 $298K 0.05% -145 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: 2,541 shares; 2024Q4: 2,547 shares; 2025Q1: 2,554 shares; 2025Q2: 2,551 shares; 2025Q3: 2,556 shares; 2025Q4: 2,560 shares 2,560 $297K 0.05% +4 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: 443 shares; 2024Q4: 431 shares; 2025Q1: 446 shares; 2025Q2: 558 shares; 2025Q3: 545 shares; 2025Q4: 509 shares 509 $291K 0.05% -36 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: 1,738 shares; 2024Q4: 1,730 shares; 2025Q1: 1,751 shares; 2025Q2: 2,764 shares; 2025Q3: 2,610 shares; 2025Q4: 2,243 shares 2,243 $281K 0.04% -367 Timeline SPMO 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: 2,317 shares; 2024Q4: 2,322 shares; 2025Q1: 2,326 shares; 2025Q2: 2,330 shares; 2025Q3: 2,334 shares; 2025Q4: 2,340 shares 2,340 $279K 0.04% +6 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: 682 shares; 2024Q4: 621 shares; 2025Q1: 626 shares; 2025Q2: 575 shares; 2025Q3: 576 shares; 2025Q4: 510 shares 510 $267K 0.04% -66 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: 72 shares; 2024Q4: 75 shares; 2025Q1: 82 shares; 2025Q2: 1,138 shares; 2025Q3: 1,129 shares; 2025Q4: 1,066 shares 1,066 $263K 0.04% -63 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: 3,128 shares; 2024Q4: 3,077 shares; 2025Q1: 2,785 shares; 2025Q2: 3,944 shares; 2025Q3: 3,895 shares; 2025Q4: 2,814 shares 2,814 $262K 0.04% -1,081 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: 292 shares; 2024Q4: 286 shares; 2025Q1: 289 shares; 2025Q2: 298 shares; 2025Q3: 283 shares; 2025Q4: 2,735 shares 2,735 $256K 0.04% +2,452 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: 2,769 shares; 2024Q4: 2,623 shares; 2025Q1: 2,707 shares; 2025Q2: 2,962 shares; 2025Q3: 2,860 shares; 2025Q4: 2,421 shares 2,421 $255K 0.04% -439 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: 222 shares; 2024Q4: 219 shares; 2025Q1: 223 shares; 2025Q2: 247 shares; 2025Q3: 247 shares; 2025Q4: 276 shares 276 $243K 0.04% +29 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: 1,445 shares; 2024Q4: 1,438 shares; 2025Q1: 1,504 shares; 2025Q2: 1,327 shares; 2025Q3: 1,364 shares; 2025Q4: 1,405 shares 1,405 $240K 0.04% +41 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: 383 shares; 2024Q4: 587 shares; 2025Q1: 587 shares; 2025Q2: 517 shares; 2025Q3: 508 shares; 2025Q4: 488 shares 488 $238K 0.04% -20 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: 786 shares; 2024Q4: 766 shares; 2025Q1: 780 shares; 2025Q2: 788 shares; 2025Q3: 762 shares; 2025Q4: 764 shares 764 $235K 0.04% +2 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: 368 shares; 2024Q4: 372 shares; 2025Q1: 379 shares; 2025Q2: 368 shares; 2025Q3: 366 shares; 2025Q4: 410 shares 410 $235K 0.04% +44 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: 1,095 shares; 2024Q4: 1,096 shares; 2025Q1: 1,120 shares; 2025Q2: 1,179 shares; 2025Q3: 1,148 shares; 2025Q4: 1,150 shares 1,150 $224K 0.04% +2 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: 615 shares; 2024Q4: 610 shares; 2025Q1: 612 shares; 2025Q2: 623 shares; 2025Q3: 616 shares; 2025Q4: 608 shares 608 $214K 0.03% -8 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 847 shares; 2024Q4: 4,265 shares; 2025Q1: 4,265 shares; 2025Q2: 4,265 shares; 2025Q3: 4,245 shares; 2025Q4: 4,178 shares 4,178 $209K 0.03% -67 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: 2,242 shares; 2024Q4: 2,207 shares; 2025Q1: 2,202 shares; 2025Q2: 2,335 shares; 2025Q3: 2,121 shares; 2025Q4: 2,650 shares 2,650 $204K 0.03% +529 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: 932 shares; 2024Q4: 931 shares; 2025Q1: 916 shares; 2025Q2: 1,787 shares; 2025Q3: 1,460 shares; 2025Q4: 1,459 shares 1,459 $203K 0.03% -1 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: 909 shares; 2024Q4: 922 shares; 2025Q1: 890 shares; 2025Q2: 930 shares; 2025Q3: 926 shares; 2025Q4: 939 shares 939 $201K 0.03% +13 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: 2,566 shares; 2024Q4: 2,826 shares; 2025Q1: 2,529 shares; 2025Q2: 2,967 shares; 2025Q3: 2,614 shares; 2025Q4: 2,854 shares 2,854 $200K 0.03% +240 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: 1,383 shares; 2024Q4: 1,364 shares; 2025Q1: 1,369 shares; 2025Q2: 1,376 shares; 2025Q3: 1,380 shares; 2025Q4: 1,492 shares 1,492 $198K 0.03% +112 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: 4,007 shares; 2024Q4: 3,581 shares; 2025Q1: 2,658 shares; 2025Q2: 1,818 shares; 2025Q3: 1,909 shares; 2025Q4: 1,822 shares 1,822 $195K 0.03% -87 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: 1,140 shares; 2024Q4: 1,120 shares; 2025Q1: 1,175 shares; 2025Q2: 1,206 shares; 2025Q3: 1,074 shares; 2025Q4: 1,095 shares 1,095 $195K 0.03% +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: 2,508 shares; 2024Q4: 2,231 shares; 2025Q1: 2,106 shares; 2025Q2: 2,142 shares; 2025Q3: 2,568 shares; 2025Q4: 2,576 shares 2,576 $194K 0.03% +8 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,122 shares; 2024Q4: 12,366 shares; 2025Q1: 12,366 shares; 2025Q2: 12,366 shares; 2025Q3: 6,489 shares; 2025Q4: 6,489 shares 6,489 $192K 0.03% 0 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,227 shares; 2024Q4: 2,215 shares; 2025Q1: 1,881 shares; 2025Q2: 1,901 shares; 2025Q3: 1,879 shares; 2025Q4: 1,867 shares 1,867 $187K 0.03% -12 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58 shares; 2024Q4: 59 shares; 2025Q1: 61 shares; 2025Q2: 188 shares; 2025Q3: 183 shares; 2025Q4: 182 shares 182 $184K 0.03% -1 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: 298 shares; 2024Q4: 299 shares; 2025Q1: 302 shares; 2025Q2: 304 shares; 2025Q3: 276 shares; 2025Q4: 270 shares 270 $182K 0.03% -6 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: 400 shares; 2024Q4: 409 shares; 2025Q1: 416 shares; 2025Q2: 430 shares; 2025Q3: 449 shares; 2025Q4: 516 shares 516 $178K 0.03% +67 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,167 shares; 2024Q4: 1,159 shares; 2025Q1: 1,163 shares; 2025Q2: 1,163 shares; 2025Q3: 1,163 shares; 2025Q4: 1,175 shares 1,175 $175K 0.03% +12 Timeline SMLF 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 shares; 2024Q4: 1 shares; 2025Q1: not reported; 2025Q2: 2,361 shares; 2025Q3: 2,298 shares; 2025Q4: 2,319 shares 2,319 $174K 0.03% +21 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,924 shares; 2024Q4: 7,796 shares; 2025Q1: 7,803 shares; 2025Q2: 6,742 shares; 2025Q3: 6,748 shares; 2025Q4: 5,204 shares 5,204 $170K 0.03% -1,544 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: 1,319 shares; 2024Q4: 1,330 shares; 2025Q1: 1,342 shares; 2025Q2: 1,336 shares; 2025Q3: 1,312 shares; 2025Q4: 1,399 shares 1,399 $168K 0.03% +87 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: 1,417 shares; 2024Q4: 1,212 shares; 2025Q1: 1,220 shares; 2025Q2: 1,318 shares; 2025Q3: 1,253 shares; 2025Q4: 1,370 shares 1,370 $160K 0.03% +117 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: 394 shares; 2024Q4: 399 shares; 2025Q1: 407 shares; 2025Q2: 505 shares; 2025Q3: 473 shares; 2025Q4: 537 shares 537 $159K 0.03% +64 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: 369 shares; 2024Q4: 373 shares; 2025Q1: 377 shares; 2025Q2: 395 shares; 2025Q3: 405 shares; 2025Q4: 423 shares 423 $156K 0.02% +18 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 390 shares; 2024Q4: 382 shares; 2025Q1: 388 shares; 2025Q2: 2,226 shares; 2025Q3: 2,041 shares; 2025Q4: 1,855 shares 1,855 $156K 0.02% -186 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: 51 shares; 2024Q4: 51 shares; 2025Q1: 51 shares; 2025Q2: 51 shares; 2025Q3: 798 shares; 2025Q4: 835 shares 835 $154K 0.02% +37 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: 349 shares; 2024Q4: 339 shares; 2025Q1: 469 shares; 2025Q2: 511 shares; 2025Q3: 515 shares; 2025Q4: 577 shares 577 $148K 0.02% +62 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: 1,381 shares; 2024Q4: 1,340 shares; 2025Q1: 1,421 shares; 2025Q2: 1,579 shares; 2025Q3: 1,275 shares; 2025Q4: 1,287 shares 1,287 $143K 0.02% +12 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,352 shares; 2024Q4: 2,374 shares; 2025Q1: 2,358 shares; 2025Q2: 2,327 shares; 2025Q3: 2,295 shares; 2025Q4: 2,244 shares 2,244 $143K 0.02% -51 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: 398 shares; 2024Q4: 373 shares; 2025Q1: 228 shares; 2025Q2: 203 shares; 2025Q3: 210 shares; 2025Q4: 243 shares 243 $141K 0.02% +33 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: 266 shares; 2024Q4: 251 shares; 2025Q1: 249 shares; 2025Q2: 261 shares; 2025Q3: 259 shares; 2025Q4: 273 shares 273 $139K 0.02% +14 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: 325 shares; 2024Q4: 324 shares; 2025Q1: 357 shares; 2025Q2: 410 shares; 2025Q3: 397 shares; 2025Q4: 485 shares 485 $138K 0.02% +88 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: 241 shares; 2024Q4: 236 shares; 2025Q1: 240 shares; 2025Q2: 256 shares; 2025Q3: 241 shares; 2025Q4: 210 shares 210 $137K 0.02% -31 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: 459 shares; 2024Q4: 460 shares; 2025Q1: 462 shares; 2025Q2: 477 shares; 2025Q3: 491 shares; 2025Q4: 514 shares 514 $136K 0.02% +23 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: 1,508 shares; 2024Q4: 1,431 shares; 2025Q1: 1,497 shares; 2025Q2: 1,958 shares; 2025Q3: 1,909 shares; 2025Q4: 2,429 shares 2,429 $134K 0.02% +520 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2 shares; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: 1,308 shares; 2025Q3: 1,474 shares; 2025Q4: 1,474 shares 1,474 $132K 0.02% 0 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: 374 shares; 2024Q4: 329 shares; 2025Q1: 365 shares; 2025Q2: 405 shares; 2025Q3: 330 shares; 2025Q4: 1,145 shares 1,145 $130K 0.02% +815 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: 274 shares; 2024Q4: 550 shares; 2025Q1: 556 shares; 2025Q2: 721 shares; 2025Q3: 687 shares; 2025Q4: 696 shares 696 $128K 0.02% +9 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: 362 shares; 2024Q4: 339 shares; 2025Q1: 353 shares; 2025Q2: 382 shares; 2025Q3: 406 shares; 2025Q4: 472 shares 472 $128K 0.02% +66 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: 641 shares; 2024Q4: 620 shares; 2025Q1: 624 shares; 2025Q2: 643 shares; 2025Q3: 684 shares; 2025Q4: 819 shares 819 $126K 0.02% +135 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,095 shares; 2025Q3: 1,948 shares; 2025Q4: 1,894 shares 1,894 $125K 0.02% -54 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: 4,805 shares; 2024Q4: 4,784 shares; 2025Q1: 4,824 shares; 2025Q2: 5,128 shares; 2025Q3: 4,440 shares; 2025Q4: 4,994 shares 4,994 $124K 0.02% +554 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: 605 shares; 2024Q4: 601 shares; 2025Q1: 601 shares; 2025Q2: 674 shares; 2025Q3: 659 shares; 2025Q4: 684 shares 684 $121K 0.02% +25 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: 113 shares; 2025Q1: 114 shares; 2025Q2: 116 shares; 2025Q3: 112 shares; 2025Q4: 113 shares 113 $121K 0.02% +1 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 304 shares; 2024Q4: 294 shares; 2025Q1: 298 shares; 2025Q2: 275 shares; 2025Q3: 275 shares; 2025Q4: 296 shares 296 $115K 0.02% +21 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: 2,010 shares; 2024Q4: 1,808 shares; 2025Q1: 1,849 shares; 2025Q2: 3,317 shares; 2025Q3: 1,845 shares; 2025Q4: 2,799 shares 2,799 $114K 0.02% +954 Timeline ITT ITT INC More: the full row for ITT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 486 shares; 2024Q4: 499 shares; 2025Q1: 507 shares; 2025Q2: 551 shares; 2025Q3: 555 shares; 2025Q4: 649 shares 649 $113K 0.02% +94 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: 384 shares; 2025Q1: 408 shares; 2025Q2: 489 shares; 2025Q3: 474 shares; 2025Q4: 628 shares 628 $108K 0.02% +154 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 221 shares; 2024Q4: 221 shares; 2025Q1: 221 shares; 2025Q2: 221 shares; 2025Q3: 221 shares; 2025Q4: 221 shares 221 $106K 0.02% 0 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: 265 shares; 2024Q4: 265 shares; 2025Q1: 265 shares; 2025Q2: 265 shares; 2025Q3: 265 shares; 2025Q4: 265 shares 265 $105K 0.02% 0 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 177 shares; 2024Q4: 170 shares; 2025Q1: 167 shares; 2025Q2: 193 shares; 2025Q3: 143 shares; 2025Q4: 183 shares 183 $104K 0.02% +40 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: 264 shares; 2024Q4: 285 shares; 2025Q1: 257 shares; 2025Q2: 295 shares; 2025Q3: 278 shares; 2025Q4: 337 shares 337 $103K 0.02% +59 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 430 shares; 2024Q4: 430 shares; 2025Q1: 430 shares; 2025Q2: 352 shares; 2025Q3: 352 shares; 2025Q4: 352 shares 352 $102K 0.02% 0 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: 284 shares; 2024Q4: 281 shares; 2025Q1: 289 shares; 2025Q2: 299 shares; 2025Q3: 264 shares; 2025Q4: 311 shares 311 $102K 0.02% +47 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 203 shares; 2024Q4: 200 shares; 2025Q1: 202 shares; 2025Q2: 203 shares; 2025Q3: 186 shares; 2025Q4: 216 shares 216 $101K 0.02% +30 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: 224 shares; 2024Q4: 222 shares; 2025Q1: 229 shares; 2025Q2: 255 shares; 2025Q3: 255 shares; 2025Q4: 323 shares 323 $101K 0.02% +68 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: 4,282 shares; 2024Q4: 3,147 shares; 2025Q1: 3,828 shares; 2025Q2: 4,651 shares; 2025Q3: 3,367 shares; 2025Q4: 4,035 shares 4,035 $100K 0.02% +668 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: 65 shares; 2024Q4: 66 shares; 2025Q1: 70 shares; 2025Q2: 79 shares; 2025Q3: 80 shares; 2025Q4: 81 shares 81 $98.4K 0.02% +1 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: 1,517 shares; 2024Q4: 1,504 shares; 2025Q1: 1,466 shares; 2025Q2: 1,577 shares; 2025Q3: 1,575 shares; 2025Q4: 1,315 shares 1,315 $96.9K 0.02% -260 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70 shares; 2024Q4: 69 shares; 2025Q1: 84 shares; 2025Q2: 89 shares; 2025Q3: 98 shares; 2025Q4: 125 shares 125 $95.7K 0.02% +27 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: 2,931 shares; 2024Q4: 2,568 shares; 2025Q1: 2,626 shares; 2025Q2: 2,620 shares; 2025Q3: 2,513 shares; 2025Q4: 2,561 shares 2,561 $94.5K 0.01% +48 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 175 shares; 2024Q4: 178 shares; 2025Q1: 179 shares; 2025Q2: 184 shares; 2025Q3: 164 shares; 2025Q4: 158 shares 158 $91.8K 0.01% -6 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: 19 shares; 2024Q4: 17 shares; 2025Q1: 17 shares; 2025Q2: 18 shares; 2025Q3: 17 shares; 2025Q4: 17 shares 17 $91K 0.01% 0 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 561 shares; 2024Q4: 562 shares; 2025Q1: 558 shares; 2025Q2: 596 shares; 2025Q3: 593 shares; 2025Q4: 552 shares 552 $89.4K 0.01% -41 Timeline FLGB FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,943 shares; 2024Q4: 4,021 shares; 2025Q1: 4,557 shares; 2025Q2: 5,197 shares; 2025Q3: 2,597 shares; 2025Q4: 2,643 shares 2,643 $89.2K 0.01% +46 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: 409 shares; 2024Q4: 398 shares; 2025Q1: 400 shares; 2025Q2: 435 shares; 2025Q3: 440 shares; 2025Q4: 438 shares 438 $88.9K 0.01% -2 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: 228 shares; 2024Q4: 231 shares; 2025Q1: 228 shares; 2025Q2: 239 shares; 2025Q3: 286 shares; 2025Q4: 292 shares 292 $88.7K 0.01% +6 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 229 shares; 2024Q4: 229 shares; 2025Q1: 230 shares; 2025Q2: 230 shares; 2025Q3: 611 shares; 2025Q4: 611 shares 611 $87.7K 0.01% 0 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: 169 shares; 2024Q4: 169 shares; 2025Q1: 169 shares; 2025Q2: 1,081 shares; 2025Q3: 1,007 shares; 2025Q4: 1,000 shares 1,000 $87.6K 0.01% -7 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: 172 shares; 2024Q4: 165 shares; 2025Q1: 170 shares; 2025Q2: 179 shares; 2025Q3: 186 shares; 2025Q4: 204 shares 204 $87K 0.01% +18 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: 282 shares; 2024Q4: 278 shares; 2025Q1: 278 shares; 2025Q2: 288 shares; 2025Q3: 269 shares; 2025Q4: 271 shares 271 $84.7K 0.01% +2 Timeline ESBA EMPIRE ST RLTY OP L P More: the full row for EMPIRE ST RLTY OP L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,267 shares; 2024Q4: 13,267 shares; 2025Q1: 13,267 shares; 2025Q2: 13,267 shares; 2025Q3: 13,267 shares; 2025Q4: 13,267 shares 13,267 $83.6K 0.01% 0 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 448 shares; 2024Q4: 552 shares; 2025Q1: 496 shares; 2025Q2: 591 shares; 2025Q3: 435 shares; 2025Q4: 604 shares 604 $81.6K 0.01% +169 Timeline TRSY 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,576 shares; 2025Q4: 2,611 shares 2,611 $78.5K 0.01% +35 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: 212 shares; 2024Q4: 218 shares; 2025Q1: 224 shares; 2025Q2: 232 shares; 2025Q3: 236 shares; 2025Q4: 298 shares 298 $76.7K 0.01% +62 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: 370 shares; 2024Q4: 295 shares; 2025Q1: 289 shares; 2025Q2: 681 shares; 2025Q3: 587 shares; 2025Q4: 531 shares 531 $76.2K 0.01% -56 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: 447 shares; 2024Q4: 453 shares; 2025Q1: 465 shares; 2025Q2: 497 shares; 2025Q3: 459 shares; 2025Q4: 469 shares 469 $76K 0.01% +10 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: 771 shares; 2024Q4: 610 shares; 2025Q1: 623 shares; 2025Q2: 577 shares; 2025Q3: 479 shares; 2025Q4: 594 shares 594 $75.8K 0.01% +115 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: 939 shares; 2024Q4: 851 shares; 2025Q1: 870 shares; 2025Q2: 912 shares; 2025Q3: 828 shares; 2025Q4: 924 shares 924 $75.1K 0.01% +96 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: 71 shares; 2024Q4: 70 shares; 2025Q1: 71 shares; 2025Q2: 74 shares; 2025Q3: 65 shares; 2025Q4: 490 shares 490 $75.1K 0.01% +425 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: 270 shares; 2024Q4: 265 shares; 2025Q1: 265 shares; 2025Q2: 273 shares; 2025Q3: 213 shares; 2025Q4: 214 shares 214 $74.9K 0.01% +1 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,432 shares; 2024Q4: 1,495 shares; 2025Q1: 1,524 shares; 2025Q2: 1,663 shares; 2025Q3: 1,342 shares; 2025Q4: 1,288 shares 1,288 $74.3K 0.01% -54 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89 shares; 2024Q4: 9 shares; 2025Q1: 88 shares; 2025Q2: 1,023 shares; 2025Q3: 963 shares; 2025Q4: 1,212 shares 1,212 $73.2K 0.01% +249 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 522 shares; 2024Q4: 475 shares; 2025Q1: 518 shares; 2025Q2: 584 shares; 2025Q3: 483 shares; 2025Q4: 592 shares 592 $72.7K 0.01% +109 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 283 shares; 2024Q4: 292 shares; 2025Q1: 289 shares; 2025Q2: 315 shares; 2025Q3: 293 shares; 2025Q4: 386 shares 386 $71.6K 0.01% +93 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: 485 shares; 2024Q4: 498 shares; 2025Q1: 472 shares; 2025Q2: 438 shares; 2025Q3: 348 shares; 2025Q4: 215 shares 215 $71K 0.01% -133 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: 118 shares; 2024Q4: 107 shares; 2025Q1: 107 shares; 2025Q2: 200 shares; 2025Q3: 196 shares; 2025Q4: 292 shares 292 $70.8K 0.01% +96 Timeline PDN 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: 1,374 shares; 2024Q4: 1,368 shares; 2025Q1: 1,368 shares; 2025Q2: 2,323 shares; 2025Q3: 1,680 shares; 2025Q4: 1,672 shares 1,672 $70.5K 0.01% -8 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: 165 shares; 2024Q4: 162 shares; 2025Q1: 162 shares; 2025Q2: 171 shares; 2025Q3: 172 shares; 2025Q4: 181 shares 181 $70.4K 0.01% +9 Timeline EMXC 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: 1,043 shares; 2024Q4: 1,446 shares; 2025Q1: 1,077 shares; 2025Q2: 1,100 shares; 2025Q3: 1,041 shares; 2025Q4: 969 shares 969 $70.4K 0.01% -72 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: 206 shares; 2024Q4: 211 shares; 2025Q1: 213 shares; 2025Q2: 223 shares; 2025Q3: 223 shares; 2025Q4: 221 shares 221 $70.4K 0.01% -2 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: 527 shares; 2025Q1: 563 shares; 2025Q2: 684 shares; 2025Q3: 524 shares; 2025Q4: 523 shares 523 $68.5K 0.01% -1 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: 306 shares; 2024Q4: 315 shares; 2025Q1: 317 shares; 2025Q2: 321 shares; 2025Q3: 230 shares; 2025Q4: 236 shares 236 $68.5K 0.01% +6 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: 627 shares; 2024Q4: 608 shares; 2025Q1: 608 shares; 2025Q2: 608 shares; 2025Q3: 596 shares; 2025Q4: 618 shares 618 $68.1K 0.01% +22 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: 554 shares; 2024Q4: 569 shares; 2025Q1: 590 shares; 2025Q2: 592 shares; 2025Q3: 607 shares; 2025Q4: 597 shares 597 $67.5K 0.01% -10 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: 769 shares; 2024Q4: 780 shares; 2025Q1: 851 shares; 2025Q2: 928 shares; 2025Q3: 855 shares; 2025Q4: 826 shares 826 $67.5K 0.01% -29 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: 132 shares; 2024Q4: 132 shares; 2025Q1: 132 shares; 2025Q2: 134 shares; 2025Q3: 135 shares; 2025Q4: 132 shares 132 $67.4K 0.01% -3 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 623 shares; 2024Q4: 621 shares; 2025Q1: 832 shares; 2025Q2: 853 shares; 2025Q3: 837 shares; 2025Q4: 906 shares 906 $66.9K 0.01% +69 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,180 shares; 2024Q4: 1,162 shares; 2025Q1: 1,157 shares; 2025Q2: 1,141 shares; 2025Q3: 1,091 shares; 2025Q4: 1,058 shares 1,058 $66.1K 0.01% -33 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: 256 shares; 2024Q4: 235 shares; 2025Q1: 235 shares; 2025Q2: 241 shares; 2025Q3: 138 shares; 2025Q4: 243 shares 243 $65.2K 0.01% +105 Timeline COO COOPER COS INC More: the full row for COOPER COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 177 shares; 2024Q4: 162 shares; 2025Q1: 162 shares; 2025Q2: 206 shares; 2025Q3: 425 shares; 2025Q4: 793 shares 793 $65K 0.01% +368 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: 151 shares; 2024Q4: 151 shares; 2025Q1: 151 shares; 2025Q2: 407 shares; 2025Q3: 405 shares; 2025Q4: 429 shares 429 $64.9K 0.01% +24 Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 609 shares; 2024Q4: 609 shares; 2025Q1: 609 shares; 2025Q2: 618 shares; 2025Q3: 623 shares; 2025Q4: 615 shares 615 $64.8K 0.01% -8 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: 164 shares; 2024Q4: 159 shares; 2025Q1: 183 shares; 2025Q2: 197 shares; 2025Q3: 194 shares; 2025Q4: 267 shares 267 $64.4K 0.01% +73 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 139 shares; 2024Q4: 158 shares; 2025Q1: 1,193 shares; 2025Q2: 912 shares; 2025Q3: 880 shares; 2025Q4: 806 shares 806 $63.9K 0.01% -74 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,076 shares; 2024Q4: 1,076 shares; 2025Q1: 1,076 shares; 2025Q2: 1,076 shares; 2025Q3: 1,076 shares; 2025Q4: 1,055 shares 1,055 $63.5K 0.01% -21 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: 481 shares; 2024Q4: 460 shares; 2025Q1: 468 shares; 2025Q2: 599 shares; 2025Q3: 485 shares; 2025Q4: 665 shares 665 $63.4K 0.01% +180 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 349 shares; 2024Q4: 334 shares; 2025Q1: 339 shares; 2025Q2: 343 shares; 2025Q3: 331 shares; 2025Q4: 460 shares 460 $63.4K 0.01% +129 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 765 shares; 2025Q4: 765 shares 765 $63.4K 0.01% 0 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,952 shares; 2024Q4: 2,685 shares; 2025Q1: 2,588 shares; 2025Q2: 2,909 shares; 2025Q3: 2,365 shares; 2025Q4: 2,636 shares 2,636 $63.3K 0.01% +271 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: 200 shares; 2024Q4: 206 shares; 2025Q1: 212 shares; 2025Q2: 256 shares; 2025Q3: 209 shares; 2025Q4: 278 shares 278 $63.3K 0.01% +69 Timeline QQQX NUVEEN NASDAQ 100 DYNAMIC OV More: the full row for NUVEEN NASDAQ 100 DYNAMIC OV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,219 shares; 2025Q3: 2,219 shares; 2025Q4: 2,219 shares 2,219 $63.3K 0.01% 0 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: 116 shares; 2024Q4: 112 shares; 2025Q1: 114 shares; 2025Q2: 127 shares; 2025Q3: 116 shares; 2025Q4: 134 shares 134 $62.6K 0.01% +18 Timeline IBN ICICI BK LTD More: the full row for ICICI BK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 736 shares; 2024Q4: 736 shares; 2025Q1: 881 shares; 2025Q2: 1,053 shares; 2025Q3: 1,269 shares; 2025Q4: 2,093 shares 2,093 $62.4K 0.01% +824 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,509 shares; 2024Q4: 46,887 shares; 2025Q1: 24,434 shares; 2025Q2: 2,152 shares; 2025Q3: 2,360 shares; 2025Q4: 2,360 shares 2,360 $61.9K 0.01% 0 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 272 shares; 2024Q4: 251 shares; 2025Q1: 256 shares; 2025Q2: 358 shares; 2025Q3: 252 shares; 2025Q4: 384 shares 384 $61.6K 0.01% +132 Timeline CIBR 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: 793 shares; 2024Q4: 850 shares; 2025Q1: 850 shares; 2025Q2: 850 shares; 2025Q3: 850 shares; 2025Q4: 850 shares 850 $60.7K 0.01% 0 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29 shares; 2024Q4: 29 shares; 2025Q1: 30 shares; 2025Q2: 30 shares; 2025Q3: 30 shares; 2025Q4: 30 shares 30 $60.4K 0.01% 0 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: 209 shares; 2024Q4: 200 shares; 2025Q1: 203 shares; 2025Q2: 205 shares; 2025Q3: 193 shares; 2025Q4: 221 shares 221 $60.4K 0.01% +28 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 120 shares; 2024Q4: 117 shares; 2025Q1: 115 shares; 2025Q2: 115 shares; 2025Q3: 105 shares; 2025Q4: 132 shares 132 $59.8K 0.01% +27 Timeline FISK EMPIRE ST RLTY OP L P More: the full row for EMPIRE ST RLTY OP L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,848 shares; 2024Q4: 9,848 shares; 2025Q1: 9,848 shares; 2025Q2: 9,848 shares; 2025Q3: 9,848 shares; 2025Q4: 9,848 shares 9,848 $59.8K 0.01% 0 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: 193 shares; 2024Q4: 235 shares; 2025Q1: 189 shares; 2025Q2: 200 shares; 2025Q3: 175 shares; 2025Q4: 123 shares 123 $59.5K 0.01% -52 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,456 shares; 2025Q1: 9,294 shares; 2025Q2: 3,765 shares; 2025Q3: 2,120 shares; 2025Q4: 2,242 shares 2,242 $59.4K 0.01% +122 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: 684 shares; 2024Q4: 654 shares; 2025Q1: 666 shares; 2025Q2: 724 shares; 2025Q3: 547 shares; 2025Q4: 738 shares 738 $59.2K 0.01% +191 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 637 shares; 2025Q3: 637 shares; 2025Q4: 637 shares 637 $58.8K 0.01% 0 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106 shares; 2024Q4: 102 shares; 2025Q1: 108 shares; 2025Q2: 108 shares; 2025Q3: 108 shares; 2025Q4: 123 shares 123 $57.3K 0.01% +15 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,751 shares; 2024Q4: 3,503 shares; 2025Q1: 3,689 shares; 2025Q2: 4,194 shares; 2025Q3: 3,724 shares; 2025Q4: 4,344 shares 4,344 $57K 0.01% +620 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 448 shares; 2024Q4: 458 shares; 2025Q1: 462 shares; 2025Q2: 466 shares; 2025Q3: 470 shares; 2025Q4: 417 shares 417 $56.8K 0.01% -53 Timeline VFH 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: 399 shares; 2024Q4: 403 shares; 2025Q1: 405 shares; 2025Q2: 406 shares; 2025Q3: 408 shares; 2025Q4: 410 shares 410 $54.7K 0.01% +2 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: 397 shares; 2024Q4: 469 shares; 2025Q1: 250 shares; 2025Q2: 361 shares; 2025Q3: 337 shares; 2025Q4: 280 shares 280 $54.6K 0.01% -57 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: 183 shares; 2024Q4: 177 shares; 2025Q1: 177 shares; 2025Q2: 319 shares; 2025Q3: 319 shares; 2025Q4: 312 shares 312 $54.1K 0.01% -7 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 239 shares; 2024Q4: 242 shares; 2025Q1: 245 shares; 2025Q2: 253 shares; 2025Q3: 245 shares; 2025Q4: 238 shares 238 $53.9K 0.01% -7 Timeline CPA COPA HOLDINGS SA More: the full row for COPA HOLDINGS SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 626 shares; 2024Q4: 703 shares; 2025Q1: 841 shares; 2025Q2: 914 shares; 2025Q3: 449 shares; 2025Q4: 444 shares 444 $53.6K 0.01% -5 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: 564 shares; 2024Q4: 555 shares; 2025Q1: 584 shares; 2025Q2: 594 shares; 2025Q3: 582 shares; 2025Q4: 687 shares 687 $52.7K 0.01% +105 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: 340 shares; 2024Q4: 297 shares; 2025Q1: 307 shares; 2025Q2: 222 shares; 2025Q3: 255 shares; 2025Q4: 230 shares 230 $52.7K 0.01% -25 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: 206 shares; 2024Q4: 200 shares; 2025Q1: 207 shares; 2025Q2: 239 shares; 2025Q3: 219 shares; 2025Q4: 336 shares 336 $51.8K 0.01% +117 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: 344 shares; 2024Q4: 338 shares; 2025Q1: 344 shares; 2025Q2: 347 shares; 2025Q3: 347 shares; 2025Q4: 248 shares 248 $51.8K 0.01% -99 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 433 shares; 2024Q4: 433 shares; 2025Q1: 433 shares; 2025Q2: 467 shares; 2025Q3: 446 shares; 2025Q4: 506 shares 506 $51K 0.01% +60 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: 43 shares; 2024Q4: 45 shares; 2025Q1: 46 shares; 2025Q2: 50 shares; 2025Q3: 46 shares; 2025Q4: 62 shares 62 $50.9K 0.01% +16 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: 1,716 shares; 2024Q4: 1,716 shares; 2025Q1: 1,716 shares; 2025Q2: 389 shares; 2025Q3: 389 shares; 2025Q4: 389 shares 389 $50.2K 0.01% 0 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 139 shares; 2024Q4: 157 shares; 2025Q1: 158 shares; 2025Q2: 171 shares; 2025Q3: 146 shares; 2025Q4: 142 shares 142 $50.2K 0.01% -4 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: 1,342 shares; 2024Q4: 1,397 shares; 2025Q1: 1,479 shares; 2025Q2: 1,352 shares; 2025Q3: 1,361 shares; 2025Q4: 1,677 shares 1,677 $50.1K 0.01% +316 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: 689 shares; 2024Q4: 505 shares; 2025Q1: 748 shares; 2025Q2: 520 shares; 2025Q3: 515 shares; 2025Q4: 521 shares 521 $50K 0.01% +6 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74 shares; 2024Q4: 71 shares; 2025Q1: 71 shares; 2025Q2: 217 shares; 2025Q3: 217 shares; 2025Q4: 270 shares 270 $50K 0.01% +53 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: 773 shares; 2024Q4: 590 shares; 2025Q1: 590 shares; 2025Q2: 596 shares; 2025Q3: 581 shares; 2025Q4: 574 shares 574 $49.1K 0.01% -7 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: 745 shares; 2024Q4: 721 shares; 2025Q1: 431 shares; 2025Q2: 407 shares; 2025Q3: 370 shares; 2025Q4: 523 shares 523 $49K 0.01% +153 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: 224 shares; 2024Q4: 359 shares; 2025Q1: 359 shares; 2025Q2: 390 shares; 2025Q3: 366 shares; 2025Q4: 426 shares 426 $47.6K 0.01% +60 Timeline CHT CHUNGHWA TELECOM CO LTD More: the full row for CHUNGHWA TELECOM CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 278 shares; 2024Q4: 392 shares; 2025Q1: 575 shares; 2025Q2: 455 shares; 2025Q3: 458 shares; 2025Q4: 1,138 shares 1,138 $47.5K 0.01% +680 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: 506 shares; 2024Q4: 498 shares; 2025Q1: 527 shares; 2025Q2: 581 shares; 2025Q3: 564 shares; 2025Q4: 556 shares 556 $47.2K 0.01% -8 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: 286 shares; 2024Q4: 275 shares; 2025Q1: 273 shares; 2025Q2: 266 shares; 2025Q3: 230 shares; 2025Q4: 230 shares 230 $47K 0.01% 0 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: 320 shares; 2024Q4: 264 shares; 2025Q1: 264 shares; 2025Q2: 271 shares; 2025Q3: 259 shares; 2025Q4: 262 shares 262 $46.8K 0.01% +3 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 391 shares; 2024Q4: 424 shares; 2025Q1: 424 shares; 2025Q2: 431 shares; 2025Q3: 436 shares; 2025Q4: 521 shares 521 $45.4K 0.01% +85 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91 shares; 2024Q4: 91 shares; 2025Q1: 91 shares; 2025Q2: 92 shares; 2025Q3: 92 shares; 2025Q4: 92 shares 92 $45.1K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 75 shares; 2025Q3: 94 shares; 2025Q4: 94 shares 94 $44.5K 0.01% 0 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58 shares; 2024Q4: 58 shares; 2025Q1: 58 shares; 2025Q2: 98 shares; 2025Q3: 98 shares; 2025Q4: 59 shares 59 $44.1K 0.01% -39 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 326 shares; 2024Q4: 323 shares; 2025Q1: 234 shares; 2025Q2: 668 shares; 2025Q3: 525 shares; 2025Q4: 513 shares 513 $43.7K 0.01% -12 Timeline POR PORTLAND GEN ELEC CO More: the full row for PORTLAND GEN ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 318 shares; 2024Q4: 434 shares; 2025Q1: 459 shares; 2025Q2: 829 shares; 2025Q3: 687 shares; 2025Q4: 910 shares 910 $43.7K 0.01% +223 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 111 shares; 2024Q4: 116 shares; 2025Q1: 111 shares; 2025Q2: 132 shares; 2025Q3: 113 shares; 2025Q4: 204 shares 204 $43.7K 0.01% +91 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96 shares; 2024Q4: 96 shares; 2025Q1: 100 shares; 2025Q2: 107 shares; 2025Q3: 107 shares; 2025Q4: 129 shares 129 $43.6K 0.01% +22 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33 shares; 2024Q4: 35 shares; 2025Q1: 33 shares; 2025Q2: 36 shares; 2025Q3: 37 shares; 2025Q4: 40 shares 40 $42.8K 0.01% +3 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: 49 shares; 2024Q4: 104 shares; 2025Q1: 104 shares; 2025Q2: 100 shares; 2025Q3: 102 shares; 2025Q4: 137 shares 137 $42.5K 0.01% +35 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77 shares; 2024Q4: 76 shares; 2025Q1: 76 shares; 2025Q2: 83 shares; 2025Q3: 76 shares; 2025Q4: 74 shares 74 $42K 0.01% -2 Timeline IMOS CHIPMOS TECHNOLOGIES INC More: the full row for CHIPMOS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 932 shares; 2024Q4: 923 shares; 2025Q1: 776 shares; 2025Q2: 811 shares; 2025Q3: 1,131 shares; 2025Q4: 1,399 shares 1,399 $41.5K 0.01% +268 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: 103 shares; 2024Q4: 105 shares; 2025Q1: 107 shares; 2025Q2: 112 shares; 2025Q3: 112 shares; 2025Q4: 139 shares 139 $41.1K 0.01% +27 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 169 shares; 2024Q4: 169 shares; 2025Q1: 169 shares; 2025Q2: 171 shares; 2025Q3: 173 shares; 2025Q4: 182 shares 182 $40.7K 0.01% +9 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 188 shares; 2024Q4: 192 shares; 2025Q1: 196 shares; 2025Q2: 199 shares; 2025Q3: 201 shares; 2025Q4: 252 shares 252 $40.5K 0.01% +51 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 176 shares; 2024Q4: 176 shares; 2025Q1: 182 shares; 2025Q2: 188 shares; 2025Q3: 200 shares; 2025Q4: 193 shares 193 $40.2K 0.01% -7 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27 shares; 2024Q4: 29 shares; 2025Q1: 29 shares; 2025Q2: 30 shares; 2025Q3: 31 shares; 2025Q4: 43 shares 43 $40.1K 0.01% +12 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 157 shares; 2024Q4: 151 shares; 2025Q1: 151 shares; 2025Q2: 153 shares; 2025Q3: 149 shares; 2025Q4: 152 shares 152 $38.9K 0.01% +3 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: 166 shares; 2024Q4: 161 shares; 2025Q1: 161 shares; 2025Q2: 178 shares; 2025Q3: 129 shares; 2025Q4: 241 shares 241 $38.8K 0.01% +112 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: 124 shares; 2024Q4: 133 shares; 2025Q1: 114 shares; 2025Q2: 286 shares; 2025Q3: 160 shares; 2025Q4: 222 shares 222 $38.2K 0.01% +62 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: 23 shares; 2024Q4: 23 shares; 2025Q1: 23 shares; 2025Q2: 345 shares; 2025Q3: 310 shares; 2025Q4: 416 shares 416 $37.9K 0.01% +106 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: 45 shares; 2024Q4: 42 shares; 2025Q1: 52 shares; 2025Q2: 48 shares; 2025Q3: 44 shares; 2025Q4: 56 shares 56 $37.9K 0.01% +12 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: 17 shares; 2024Q4: 27 shares; 2025Q1: 29 shares; 2025Q2: 30 shares; 2025Q3: 25 shares; 2025Q4: 43 shares 43 $37.8K 0.01% +18 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 201 shares; 2024Q4: 201 shares; 2025Q1: 201 shares; 2025Q2: 201 shares; 2025Q3: 201 shares; 2025Q4: 233 shares 233 $37.5K 0.01% +32 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 170 shares; 2024Q4: 164 shares; 2025Q1: 164 shares; 2025Q2: 169 shares; 2025Q3: 153 shares; 2025Q4: 153 shares 153 $36.9K 0.01% 0 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: 228 shares; 2024Q4: 204 shares; 2025Q1: 201 shares; 2025Q2: 201 shares; 2025Q3: 213 shares; 2025Q4: 255 shares 255 $36.7K 0.01% +42 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: 105 shares; 2024Q4: 103 shares; 2025Q1: 99 shares; 2025Q2: 112 shares; 2025Q3: 108 shares; 2025Q4: 109 shares 109 $36.7K 0.01% +1 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 466 shares; 2024Q4: 466 shares; 2025Q1: 473 shares; 2025Q2: 984 shares; 2025Q3: 924 shares; 2025Q4: 912 shares 912 $36.6K 0.01% -12 Timeline SKYD PARAMOUNT SKYDANCE CORP More: the full row for PARAMOUNT SKYDANCE 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: 2,890 shares; 2025Q4: 2,714 shares 2,714 $36.4K 0.01% -176 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 510 shares; 2024Q4: 464 shares; 2025Q1: 474 shares; 2025Q2: 483 shares; 2025Q3: 482 shares; 2025Q4: 645 shares 645 $36.4K 0.01% +163 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: 115 shares; 2024Q4: 110 shares; 2025Q1: 112 shares; 2025Q2: 112 shares; 2025Q3: 89 shares; 2025Q4: 126 shares 126 $36.2K 0.01% +37 Timeline EVR EVERCORE INC More: the full row for EVERCORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110 shares; 2024Q4: 110 shares; 2025Q1: 113 shares; 2025Q2: 120 shares; 2025Q3: 106 shares; 2025Q4: 106 shares 106 $36.1K 0.01% 0 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 314 shares; 2024Q4: 323 shares; 2025Q1: 340 shares; 2025Q2: 331 shares; 2025Q3: 339 shares; 2025Q4: 445 shares 445 $36.1K 0.01% +106 Timeline SNDK SANDISK CORP More: the full row for SANDISK 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: 43 shares; 2025Q2: 193 shares; 2025Q3: 133 shares; 2025Q4: 151 shares 151 $35.8K 0.01% +18 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 350 shares; 2024Q4: 388 shares; 2025Q1: 388 shares; 2025Q2: 415 shares; 2025Q3: 402 shares; 2025Q4: 373 shares 373 $35.8K 0.01% -29 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 149 shares; 2024Q4: 144 shares; 2025Q1: 144 shares; 2025Q2: 148 shares; 2025Q3: 150 shares; 2025Q4: 198 shares 198 $35.7K 0.01% +48 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: 34 shares; 2024Q4: 32 shares; 2025Q1: 32 shares; 2025Q2: 36 shares; 2025Q3: 34 shares; 2025Q4: 44 shares 44 $35.6K 0.01% +10 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,261 shares; 2024Q4: 1,325 shares; 2025Q1: 1,325 shares; 2025Q2: 1,350 shares; 2025Q3: 1,304 shares; 2025Q4: 1,314 shares 1,314 $35.6K 0.01% +10 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: 442 shares; 2024Q4: 419 shares; 2025Q1: 429 shares; 2025Q2: 225 shares; 2025Q3: 216 shares; 2025Q4: 203 shares 203 $35.2K 0.01% -13 Timeline LW LAMB WESTON HLDGS INC More: the full row for LAMB WESTON HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 861 shares; 2024Q4: 868 shares; 2025Q1: 851 shares; 2025Q2: 861 shares; 2025Q3: 854 shares; 2025Q4: 836 shares 836 $35K 0.01% -18 Timeline INFY INFOSYS LTD More: the full row for INFOSYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 805 shares; 2024Q4: 917 shares; 2025Q1: 880 shares; 2025Q2: 786 shares; 2025Q3: 663 shares; 2025Q4: 1,955 shares 1,955 $34.8K 0.01% +1,292 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 315 shares; 2024Q4: 301 shares; 2025Q1: 301 shares; 2025Q2: 308 shares; 2025Q3: 314 shares; 2025Q4: 439 shares 439 $34.8K 0.01% +125 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38 shares; 2024Q4: 31 shares; 2025Q1: 43 shares; 2025Q2: 28 shares; 2025Q3: 28 shares; 2025Q4: 45 shares 45 $34.7K 0.01% +17 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 107 shares; 2024Q4: 74 shares; 2025Q1: 76 shares; 2025Q2: 82 shares; 2025Q3: 44 shares; 2025Q4: 142 shares 142 $34.5K 0.01% +98 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: 31 shares; 2024Q4: 31 shares; 2025Q1: 32 shares; 2025Q2: 38 shares; 2025Q3: 37 shares; 2025Q4: 38 shares 38 $34.4K 0.01% +1 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: 320 shares; 2024Q4: 314 shares; 2025Q1: 307 shares; 2025Q2: 344 shares; 2025Q3: 270 shares; 2025Q4: 270 shares 270 $34K 0.01% 0 Timeline SFM SPROUTS FMRS MKT INC More: the full row for SPROUTS FMRS MKT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 352 shares; 2024Q4: 364 shares; 2025Q1: 371 shares; 2025Q2: 378 shares; 2025Q3: 341 shares; 2025Q4: 425 shares 425 $33.9K 0.01% +84 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: 112 shares; 2024Q4: 101 shares; 2025Q1: 112 shares; 2025Q2: 116 shares; 2025Q3: 99 shares; 2025Q4: 123 shares 123 $33.9K 0.01% +24 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18 shares; 2024Q4: 19 shares; 2025Q1: 19 shares; 2025Q2: 19 shares; 2025Q3: 16 shares; 2025Q4: 20 shares 20 $33.8K 0.01% +4 Timeline CWK CUSHMAN AND WAKEFIELD LTD More: the full row for CUSHMAN AND WAKEFIELD LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,037 shares 2,037 $33K 0.01% new Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 186 shares; 2024Q4: 132 shares; 2025Q1: 180 shares; 2025Q2: 210 shares; 2025Q3: 174 shares; 2025Q4: 357 shares 357 $32.8K 0.01% +183 Timeline VSXY VICTORIAS SECRET AND CO More: the full row for VICTORIAS SECRET AND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108 shares; 2024Q4: 132 shares; 2025Q1: 253 shares; 2025Q2: 425 shares; 2025Q3: 317 shares; 2025Q4: 604 shares 604 $32.7K 0.01% +287 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: 93 shares; 2024Q4: 97 shares; 2025Q1: 101 shares; 2025Q2: 128 shares; 2025Q3: 114 shares; 2025Q4: 159 shares 159 $32.6K 0.01% +45 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: 913 shares; 2024Q4: 913 shares; 2025Q1: 906 shares; 2025Q2: 926 shares; 2025Q3: 895 shares; 2025Q4: 880 shares 880 $32.6K 0.01% -15 Timeline PXF 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: 230 shares; 2024Q4: 230 shares; 2025Q1: 230 shares; 2025Q2: 492 shares; 2025Q3: 494 shares; 2025Q4: 494 shares 494 $32.4K 0.01% 0 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: 88 shares; 2024Q4: 88 shares; 2025Q1: 87 shares; 2025Q2: 87 shares; 2025Q3: 89 shares; 2025Q4: 123 shares 123 $32.3K 0.01% +34 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: 372 shares; 2024Q4: 372 shares; 2025Q1: 372 shares; 2025Q2: 387 shares; 2025Q3: 387 shares; 2025Q4: 439 shares 439 $32.1K 0.01% +52 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: 1,559 shares; 2024Q4: not reported; 2025Q1: 50 shares; 2025Q2: 51 shares; 2025Q3: 51 shares; 2025Q4: 318 shares 318 $32K 0.01% +267 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: 85 shares; 2024Q4: 88 shares; 2025Q1: 85 shares; 2025Q2: 100 shares; 2025Q3: 85 shares; 2025Q4: 110 shares 110 $31.8K 0.01% +25 Timeline KB KB FINL GROUP INC More: the full row for KB FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 327 shares; 2024Q4: 299 shares; 2025Q1: 299 shares; 2025Q2: 282 shares; 2025Q3: 234 shares; 2025Q4: 369 shares 369 $31.7K 0.01% +135 Timeline SOCL 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: 575 shares; 2024Q4: 575 shares; 2025Q1: 575 shares; 2025Q2: 575 shares; 2025Q3: 575 shares; 2025Q4: 575 shares 575 $31.7K 0.01% 0 Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 243 shares; 2024Q4: 248 shares; 2025Q1: 243 shares; 2025Q2: 243 shares; 2025Q3: 248 shares; 2025Q4: 265 shares 265 $31.7K 0.01% +17 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98 shares; 2024Q4: 87 shares; 2025Q1: 94 shares; 2025Q2: 139 shares; 2025Q3: 103 shares; 2025Q4: 135 shares 135 $31.6K <0.01% +32 Timeline ROIV ROIVANT SCIENCES LTD More: the full row for ROIVANT SCIENCES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 747 shares; 2024Q4: 912 shares; 2025Q1: 813 shares; 2025Q2: 1,219 shares; 2025Q3: 1,071 shares; 2025Q4: 1,446 shares 1,446 $31.4K <0.01% +375 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106 shares; 2024Q4: 102 shares; 2025Q1: 106 shares; 2025Q2: 109 shares; 2025Q3: 109 shares; 2025Q4: 148 shares 148 $31.4K <0.01% +39 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 366 shares; 2025Q3: 366 shares; 2025Q4: 732 shares 732 $31.2K <0.01% +366 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 138 shares; 2024Q4: 115 shares; 2025Q1: 126 shares; 2025Q2: 143 shares; 2025Q3: 140 shares; 2025Q4: 152 shares 152 $31.2K <0.01% +12 Timeline ASX ASE TECHNOLOGY HLDG CO LTD More: the full row for ASE TECHNOLOGY HLDG CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 420 shares; 2024Q4: 516 shares; 2025Q1: 420 shares; 2025Q2: 341 shares; 2025Q3: 659 shares; 2025Q4: 1,937 shares 1,937 $31.2K <0.01% +1,278 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 104 shares; 2024Q4: 104 shares; 2025Q1: 107 shares; 2025Q2: 105 shares; 2025Q3: 106 shares; 2025Q4: 88 shares 88 $31.1K <0.01% -18 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 125 shares; 2024Q4: 115 shares; 2025Q1: 126 shares; 2025Q2: 151 shares; 2025Q3: 156 shares; 2025Q4: 157 shares 157 $31K <0.01% +1 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76 shares; 2024Q4: 79 shares; 2025Q1: 82 shares; 2025Q2: 80 shares; 2025Q3: 79 shares; 2025Q4: 80 shares 80 $30.7K <0.01% +1 Timeline NTB BANK OF N T BUTTERFIELD & SO More: the full row for BANK OF N T BUTTERFIELD & SO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 134 shares; 2024Q4: 160 shares; 2025Q1: 160 shares; 2025Q2: 160 shares; 2025Q3: 615 shares; 2025Q4: 615 shares 615 $30.6K <0.01% 0 Timeline SHG SHINHAN FINANCIAL GROUP CO L More: the full row for SHINHAN FINANCIAL GROUP CO L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 390 shares; 2024Q4: 404 shares; 2025Q1: 344 shares; 2025Q2: 374 shares; 2025Q3: 313 shares; 2025Q4: 569 shares 569 $30.5K <0.01% +256 Timeline WIT WIPRO LTD More: the full row for WIPRO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,631 shares; 2024Q4: 7,262 shares; 2025Q1: 7,262 shares; 2025Q2: 7,102 shares; 2025Q3: 3,092 shares; 2025Q4: 10,710 shares 10,710 $30.4K <0.01% +7,618 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 442 shares; 2024Q4: 358 shares; 2025Q1: 358 shares; 2025Q2: 358 shares; 2025Q3: 328 shares; 2025Q4: 343 shares 343 $30.3K <0.01% +15 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: 301 shares; 2024Q4: 268 shares; 2025Q1: 332 shares; 2025Q2: 320 shares; 2025Q3: 308 shares; 2025Q4: 258 shares 258 $30.2K <0.01% -50 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 145 shares; 2024Q4: 170 shares; 2025Q1: 199 shares; 2025Q2: 189 shares; 2025Q3: 162 shares; 2025Q4: 383 shares 383 $30.1K <0.01% +221 Timeline FWONK LIBERTY MEDIA CORP DEL More: the full row for LIBERTY MEDIA CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 287 shares; 2024Q4: 287 shares; 2025Q1: 287 shares; 2025Q2: 293 shares; 2025Q3: 298 shares; 2025Q4: 301 shares 301 $29.7K <0.01% +3 Timeline WF WOORI FINL GROUP INC More: the full row for WOORI FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 388 shares; 2024Q4: 330 shares; 2025Q1: 460 shares; 2025Q2: 357 shares; 2025Q3: 263 shares; 2025Q4: 503 shares 503 $29.6K <0.01% +240 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: 122 shares; 2024Q4: 148 shares; 2025Q1: 143 shares; 2025Q2: 166 shares; 2025Q3: 135 shares; 2025Q4: 168 shares 168 $29.5K <0.01% +33 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 172 shares; 2024Q4: 192 shares; 2025Q1: 173 shares; 2025Q2: 189 shares; 2025Q3: 100 shares; 2025Q4: 213 shares 213 $29.4K <0.01% +113 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: 21 shares; 2024Q4: 19 shares; 2025Q1: 22 shares; 2025Q2: 40 shares; 2025Q3: 42 shares; 2025Q4: 48 shares 48 $29K <0.01% +6 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: 93 shares; 2024Q4: 93 shares; 2025Q1: 93 shares; 2025Q2: 129 shares; 2025Q3: 75 shares; 2025Q4: 105 shares 105 $28.9K <0.01% +30 Timeline JHG JANUS HENDERSON GROUP PLC More: the full row for JANUS HENDERSON GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 718 shares; 2024Q4: 699 shares; 2025Q1: 699 shares; 2025Q2: 651 shares; 2025Q3: 507 shares; 2025Q4: 606 shares 606 $28.8K <0.01% +99 Timeline EMCS 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: 833 shares; 2024Q4: 833 shares; 2025Q1: 833 shares; 2025Q2: 809 shares; 2025Q3: 809 shares; 2025Q4: 806 shares 806 $28.7K <0.01% -3 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: 197 shares; 2024Q4: 188 shares; 2025Q1: 194 shares; 2025Q2: 196 shares; 2025Q3: 192 shares; 2025Q4: 154 shares 154 $28.6K <0.01% -38 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 143 shares; 2025Q3: 143 shares; 2025Q4: 143 shares 143 $28.6K <0.01% 0 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 329 shares; 2024Q4: 296 shares; 2025Q1: 164 shares; 2025Q2: 163 shares; 2025Q3: 151 shares; 2025Q4: 218 shares 218 $28.1K <0.01% +67 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 309 shares; 2024Q4: 271 shares; 2025Q1: 284 shares; 2025Q2: 294 shares; 2025Q3: 301 shares; 2025Q4: 280 shares 280 $28K <0.01% -21 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: 274 shares; 2024Q4: 263 shares; 2025Q1: 286 shares; 2025Q2: 294 shares; 2025Q3: 147 shares; 2025Q4: 335 shares 335 $27.8K <0.01% +188 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: 62 shares; 2024Q4: 60 shares; 2025Q1: 61 shares; 2025Q2: 66 shares; 2025Q3: 66 shares; 2025Q4: 85 shares 85 $27.5K <0.01% +19 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 164 shares; 2024Q4: 175 shares; 2025Q1: 150 shares; 2025Q2: 292 shares; 2025Q3: 311 shares; 2025Q4: 317 shares 317 $27.3K <0.01% +6 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 99 shares; 2025Q3: 129 shares; 2025Q4: 129 shares 129 $27.1K <0.01% 0 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: 933 shares; 2024Q4: 966 shares; 2025Q1: 966 shares; 2025Q2: 1,005 shares; 2025Q3: 1,005 shares; 2025Q4: 1,029 shares 1,029 $26.9K <0.01% +24 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77 shares; 2024Q4: 85 shares; 2025Q1: 85 shares; 2025Q2: 98 shares; 2025Q3: 98 shares; 2025Q4: 96 shares 96 $26.8K <0.01% -2 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 154 shares; 2024Q4: 118 shares; 2025Q1: 137 shares; 2025Q2: 137 shares; 2025Q3: 163 shares; 2025Q4: 227 shares 227 $26.7K <0.01% +64 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: 36 shares; 2024Q4: 38 shares; 2025Q1: 40 shares; 2025Q2: 44 shares; 2025Q3: 36 shares; 2025Q4: 63 shares 63 $26.6K <0.01% +27 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 258 shares; 2025Q3: 258 shares; 2025Q4: 258 shares 258 $26.5K <0.01% 0 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: 55 shares; 2024Q4: 55 shares; 2025Q1: 59 shares; 2025Q2: 55 shares; 2025Q3: 55 shares; 2025Q4: 81 shares 81 $26.2K <0.01% +26 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 362 shares; 2024Q4: 335 shares; 2025Q1: 335 shares; 2025Q2: 356 shares; 2025Q3: 332 shares; 2025Q4: 332 shares 332 $26.2K <0.01% 0 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: 389 shares; 2024Q4: 354 shares; 2025Q1: 359 shares; 2025Q2: 342 shares; 2025Q3: 334 shares; 2025Q4: 516 shares 516 $26.2K <0.01% +182 Timeline AEG AEGON LTD More: the full row for AEGON LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,990 shares; 2024Q4: 3,565 shares; 2025Q1: 3,565 shares; 2025Q2: 3,565 shares; 2025Q3: 3,399 shares; 2025Q4: 3,399 shares 3,399 $26.2K <0.01% 0 Timeline CM CANADIAN IMPERIAL BANK OF CO More: the full row for CANADIAN IMPERIAL BANK OF CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 138 shares; 2024Q4: 146 shares; 2025Q1: 128 shares; 2025Q2: 137 shares; 2025Q3: 137 shares; 2025Q4: 289 shares 289 $26.2K <0.01% +152 Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 836 shares; 2024Q4: 836 shares; 2025Q1: 836 shares; 2025Q2: 836 shares; 2025Q3: 758 shares; 2025Q4: 1,026 shares 1,026 $26.1K <0.01% +268 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61 shares; 2024Q4: 61 shares; 2025Q1: 61 shares; 2025Q2: 61 shares; 2025Q3: 65 shares; 2025Q4: 153 shares 153 $26.1K <0.01% +88 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89 shares; 2024Q4: 103 shares; 2025Q1: 110 shares; 2025Q2: 104 shares; 2025Q3: 122 shares; 2025Q4: 148 shares 148 $26K <0.01% +26 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: 70 shares; 2024Q4: 70 shares; 2025Q1: 76 shares; 2025Q2: 89 shares; 2025Q3: 83 shares; 2025Q4: 118 shares 118 $25.9K <0.01% +35 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: 479 shares; 2024Q4: 464 shares; 2025Q1: 463 shares; 2025Q2: 501 shares; 2025Q3: 502 shares; 2025Q4: 328 shares 328 $25.9K <0.01% -174 Timeline RDY DR REDDYS LABS LTD More: the full row for DR REDDYS LABS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 143 shares; 2024Q4: 647 shares; 2025Q1: 285 shares; 2025Q2: 925 shares; 2025Q3: 980 shares; 2025Q4: 1,843 shares 1,843 $25.9K <0.01% +863 Timeline MICC MAGNUM ICE CREAM CO NV More: the full row for MAGNUM ICE CREAM CO NV Quarterly shares; oldest 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: 1,625 shares 1,625 $25.8K <0.01% new Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 127 shares; 2024Q4: 122 shares; 2025Q1: 122 shares; 2025Q2: 131 shares; 2025Q3: 121 shares; 2025Q4: 119 shares 119 $25.6K <0.01% -2 Timeline CTRE CARETRUST REIT INC More: the full row for CARETRUST REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 211 shares; 2024Q4: 265 shares; 2025Q1: 311 shares; 2025Q2: 542 shares; 2025Q3: 557 shares; 2025Q4: 706 shares 706 $25.5K <0.01% +149 Timeline CUZ COUSINS PPTYS INC More: the full row for COUSINS PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99 shares; 2024Q4: 38 shares; 2025Q1: 38 shares; 2025Q2: 38 shares; 2025Q3: 1,003 shares; 2025Q4: 990 shares 990 $25.5K <0.01% -13 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 224 shares; 2024Q4: 238 shares; 2025Q1: 233 shares; 2025Q2: 266 shares; 2025Q3: 204 shares; 2025Q4: 225 shares 225 $25.4K <0.01% +21 Timeline PSMT PRICESMART INC More: the full row for PRICESMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 152 shares; 2024Q4: 157 shares; 2025Q1: 157 shares; 2025Q2: 164 shares; 2025Q3: 159 shares; 2025Q4: 207 shares 207 $25.4K <0.01% +48 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 137 shares; 2024Q4: 129 shares; 2025Q1: 129 shares; 2025Q2: 160 shares; 2025Q3: 136 shares; 2025Q4: 231 shares 231 $25.3K <0.01% +95 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: 108 shares; 2024Q4: 108 shares; 2025Q1: 108 shares; 2025Q2: 103 shares; 2025Q3: 103 shares; 2025Q4: 130 shares 130 $25.2K <0.01% +27 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: 85 shares; 2024Q4: 85 shares; 2025Q1: 85 shares; 2025Q2: 84 shares; 2025Q3: 86 shares; 2025Q4: 144 shares 144 $25.1K <0.01% +58 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 404 shares; 2024Q4: 406 shares; 2025Q1: 466 shares; 2025Q2: 477 shares; 2025Q3: 240 shares; 2025Q4: 201 shares 201 $25.1K <0.01% -39 Timeline UPWK UPWORK INC More: the full row for UPWORK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,222 shares; 2024Q4: 1,251 shares; 2025Q1: 1,283 shares; 2025Q2: 1,330 shares; 2025Q3: 1,264 shares; 2025Q4: 1,264 shares 1,264 $25.1K <0.01% 0 Timeline TTMI TTM TECHNOLOGIES INC More: the full row for TTM TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 144 shares; 2024Q4: 95 shares; 2025Q1: 95 shares; 2025Q2: 297 shares; 2025Q3: 297 shares; 2025Q4: 363 shares 363 $25K <0.01% +66 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: 534 shares; 2024Q4: 512 shares; 2025Q1: 524 shares; 2025Q2: 1,845 shares; 2025Q3: 365 shares; 2025Q4: 462 shares 462 $24.9K <0.01% +97 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: 55 shares; 2024Q4: 55 shares; 2025Q1: 55 shares; 2025Q2: 55 shares; 2025Q3: 55 shares; 2025Q4: 53 shares 53 $24.8K <0.01% -2 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: 402 shares; 2024Q4: 402 shares; 2025Q1: 402 shares; 2025Q2: 402 shares; 2025Q3: 391 shares; 2025Q4: 391 shares 391 $24.8K <0.01% 0 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: 196 shares; 2024Q4: 193 shares; 2025Q1: 157 shares; 2025Q2: 153 shares; 2025Q3: 157 shares; 2025Q4: 114 shares 114 $24.8K <0.01% -43 Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 126 shares; 2024Q4: 126 shares; 2025Q1: 126 shares; 2025Q2: 129 shares; 2025Q3: 104 shares; 2025Q4: 98 shares 98 $24.7K <0.01% -6 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 477 shares; 2024Q4: 692 shares; 2025Q1: 529 shares; 2025Q2: 555 shares; 2025Q3: 544 shares; 2025Q4: 849 shares 849 $24.5K <0.01% +305 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64 shares; 2024Q4: 86 shares; 2025Q1: 86 shares; 2025Q2: 96 shares; 2025Q3: 82 shares; 2025Q4: 169 shares 169 $24.5K <0.01% +87 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: 182 shares; 2024Q4: 165 shares; 2025Q1: 171 shares; 2025Q2: 165 shares; 2025Q3: 153 shares; 2025Q4: 212 shares 212 $24.4K <0.01% +59 Timeline BLDR BUILDERS FIRSTSOURCE INC More: the full row for BUILDERS FIRSTSOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 260 shares; 2024Q4: 253 shares; 2025Q1: 248 shares; 2025Q2: 240 shares; 2025Q3: 235 shares; 2025Q4: 237 shares 237 $24.4K <0.01% +2 Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62 shares; 2024Q4: 70 shares; 2025Q1: 82 shares; 2025Q2: 179 shares; 2025Q3: 179 shares; 2025Q4: 169 shares 169 $24.3K <0.01% -10 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 544 shares; 2024Q4: 544 shares; 2025Q1: 557 shares; 2025Q2: 544 shares; 2025Q3: 544 shares; 2025Q4: 705 shares 705 $24.3K <0.01% +161 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 330 shares; 2024Q4: 330 shares; 2025Q1: 350 shares; 2025Q2: 350 shares; 2025Q3: 331 shares; 2025Q4: 404 shares 404 $24.2K <0.01% +73 Timeline JXN JACKSON FINANCIAL INC More: the full row for JACKSON FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 368 shares; 2024Q4: 276 shares; 2025Q1: 276 shares; 2025Q2: 299 shares; 2025Q3: 236 shares; 2025Q4: 225 shares 225 $24K <0.01% -11 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: 343 shares; 2024Q4: 207 shares; 2025Q1: 455 shares; 2025Q2: 708 shares; 2025Q3: 296 shares; 2025Q4: 302 shares 302 $24K <0.01% +6 Timeline AU ANGLOGOLD ASHANTI PLC More: the full row for ANGLOGOLD ASHANTI PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 452 shares; 2024Q4: 395 shares; 2025Q1: 395 shares; 2025Q2: 525 shares; 2025Q3: 268 shares; 2025Q4: 280 shares 280 $23.9K <0.01% +12 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,930 shares; 2024Q4: 1,977 shares; 2025Q1: 1,338 shares; 2025Q2: 1,476 shares; 2025Q3: 968 shares; 2025Q4: 1,061 shares 1,061 $23.6K <0.01% +93 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: 152 shares; 2024Q4: 115 shares; 2025Q1: 119 shares; 2025Q2: 119 shares; 2025Q3: 106 shares; 2025Q4: 143 shares 143 $23.3K <0.01% +37 Timeline WTFC WINTRUST FINL CORP More: the full row for WINTRUST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 104 shares; 2024Q4: 104 shares; 2025Q1: 104 shares; 2025Q2: 104 shares; 2025Q3: 104 shares; 2025Q4: 166 shares 166 $23.2K <0.01% +62 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 206 shares; 2024Q4: 330 shares; 2025Q1: 330 shares; 2025Q2: 353 shares; 2025Q3: 340 shares; 2025Q4: 433 shares 433 $23.2K <0.01% +93 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 132 shares; 2024Q4: 141 shares; 2025Q1: 141 shares; 2025Q2: 158 shares; 2025Q3: 144 shares; 2025Q4: 144 shares 144 $23.1K <0.01% 0 Timeline SKM SK TELECOM CO LTD More: the full row for SK TELECOM CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 650 shares; 2024Q4: 819 shares; 2025Q1: 677 shares; 2025Q2: 287 shares; 2025Q3: 309 shares; 2025Q4: 1,125 shares 1,125 $23.1K <0.01% +816 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 205 shares; 2024Q4: 795 shares; 2025Q1: 798 shares; 2025Q2: 868 shares; 2025Q3: 819 shares; 2025Q4: 899 shares 899 $23K <0.01% +80 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: 111 shares; 2024Q4: 170 shares; 2025Q1: 206 shares; 2025Q2: 179 shares; 2025Q3: 99 shares; 2025Q4: 101 shares 101 $23K <0.01% +2 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: 56 shares; 2024Q4: 66 shares; 2025Q1: 66 shares; 2025Q2: 93 shares; 2025Q3: 55 shares; 2025Q4: 122 shares 122 $22.9K <0.01% +67 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: 464 shares; 2024Q4: 258 shares; 2025Q1: 259 shares; 2025Q2: 299 shares; 2025Q3: 276 shares; 2025Q4: 263 shares 263 $22.9K <0.01% -13 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: 398 shares; 2024Q4: 423 shares; 2025Q1: 377 shares; 2025Q2: 322 shares; 2025Q3: 330 shares; 2025Q4: 305 shares 305 $22.7K <0.01% -25 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: 57 shares; 2024Q4: 51 shares; 2025Q1: 54 shares; 2025Q2: 54 shares; 2025Q3: 51 shares; 2025Q4: 77 shares 77 $22.6K <0.01% +26 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: 414 shares; 2024Q4: 414 shares; 2025Q1: 414 shares; 2025Q2: 414 shares; 2025Q3: 145 shares; 2025Q4: 145 shares 145 $22.5K <0.01% 0 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 564 shares; 2024Q4: 538 shares; 2025Q1: 538 shares; 2025Q2: 538 shares; 2025Q3: 540 shares; 2025Q4: 574 shares 574 $22.5K <0.01% +34 Timeline PFGC PERFORMANCE FOOD GROUP CO More: the full row for PERFORMANCE FOOD GROUP CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 183 shares; 2024Q4: 161 shares; 2025Q1: 161 shares; 2025Q2: 167 shares; 2025Q3: 167 shares; 2025Q4: 247 shares 247 $22.2K <0.01% +80 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,163 shares; 2024Q4: 1,097 shares; 2025Q1: 1,099 shares; 2025Q2: 1,083 shares; 2025Q3: 946 shares; 2025Q4: 416 shares 416 $22.2K <0.01% -530 Timeline HIW HIGHWOODS PPTYS INC More: the full row for HIGHWOODS PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 123 shares; 2024Q4: 84 shares; 2025Q1: 84 shares; 2025Q2: 84 shares; 2025Q3: 858 shares; 2025Q4: 858 shares 858 $22.2K <0.01% 0 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 138 shares; 2024Q4: 117 shares; 2025Q1: 118 shares; 2025Q2: 129 shares; 2025Q3: 129 shares; 2025Q4: 156 shares 156 $22.1K <0.01% +27 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 154 shares; 2024Q4: 148 shares; 2025Q1: 134 shares; 2025Q2: 143 shares; 2025Q3: 150 shares; 2025Q4: 234 shares 234 $22K <0.01% +84 Timeline MTSI MACOM TECH SOLUTIONS HLDGS I More: the full row for MACOM TECH SOLUTIONS HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57 shares; 2024Q4: 62 shares; 2025Q1: 67 shares; 2025Q2: 92 shares; 2025Q3: 92 shares; 2025Q4: 128 shares 128 $21.9K <0.01% +36 Timeline KTOS KRATOS DEFENSE & SEC SOLUTIO More: the full row for KRATOS DEFENSE & SEC SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 242 shares; 2024Q4: 242 shares; 2025Q1: 258 shares; 2025Q2: 258 shares; 2025Q3: 258 shares; 2025Q4: 288 shares 288 $21.9K <0.01% +30 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80 shares; 2024Q4: 50 shares; 2025Q1: 134 shares; 2025Q2: 102 shares; 2025Q3: 172 shares; 2025Q4: 124 shares 124 $21.8K <0.01% -48 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: 234 shares; 2024Q4: 205 shares; 2025Q1: 197 shares; 2025Q2: 197 shares; 2025Q3: 190 shares; 2025Q4: 186 shares 186 $21.8K <0.01% -4 Timeline RBA RB GLOBAL INC More: the full row for RB GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 114 shares; 2024Q4: 114 shares; 2025Q1: 122 shares; 2025Q2: 127 shares; 2025Q3: 131 shares; 2025Q4: 212 shares 212 $21.8K <0.01% +81 Timeline EEMV 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: 322 shares; 2024Q4: 329 shares; 2025Q1: 329 shares; 2025Q2: 333 shares; 2025Q3: 333 shares; 2025Q4: 338 shares 338 $21.7K <0.01% +5 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: 27 shares; 2024Q4: 31 shares; 2025Q1: 31 shares; 2025Q2: 31 shares; 2025Q3: 31 shares; 2025Q4: 39 shares 39 $21.6K <0.01% +8 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: 114 shares; 2024Q4: 106 shares; 2025Q1: 106 shares; 2025Q2: 118 shares; 2025Q3: 105 shares; 2025Q4: 151 shares 151 $21.5K <0.01% +46 Timeline GNTX GENTEX CORP More: the full row for GENTEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 356 shares; 2024Q4: 356 shares; 2025Q1: 354 shares; 2025Q2: 404 shares; 2025Q3: 353 shares; 2025Q4: 917 shares 917 $21.3K <0.01% +564 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: 102 shares; 2024Q4: 108 shares; 2025Q1: 108 shares; 2025Q2: 157 shares; 2025Q3: 151 shares; 2025Q4: 165 shares 165 $21.3K <0.01% +14 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9 shares; 2024Q4: 9 shares; 2025Q1: 9 shares; 2025Q2: 10 shares; 2025Q3: 8 shares; 2025Q4: 16 shares 16 $21.3K <0.01% +8 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: 84 shares; 2024Q4: 94 shares; 2025Q1: 109 shares; 2025Q2: 104 shares; 2025Q3: 96 shares; 2025Q4: 94 shares 94 $21.3K <0.01% -2 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: 100 shares; 2024Q4: 109 shares; 2025Q1: 109 shares; 2025Q2: 129 shares; 2025Q3: 129 shares; 2025Q4: 208 shares 208 $21.2K <0.01% +79 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82 shares; 2024Q4: 54 shares; 2025Q1: 106 shares; 2025Q2: 106 shares; 2025Q3: 151 shares; 2025Q4: 331 shares 331 $21.2K <0.01% +180 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 267 shares; 2024Q4: 251 shares; 2025Q1: 251 shares; 2025Q2: 108 shares; 2025Q3: 91 shares; 2025Q4: 261 shares 261 $21.1K <0.01% +170 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53 shares; 2024Q4: 57 shares; 2025Q1: 57 shares; 2025Q2: 61 shares; 2025Q3: 47 shares; 2025Q4: 59 shares 59 $21.1K <0.01% +12 Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 307 shares; 2024Q4: 320 shares; 2025Q1: 340 shares; 2025Q2: 665 shares; 2025Q3: 476 shares; 2025Q4: 439 shares 439 $21K <0.01% -37 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36 shares; 2024Q4: 37 shares; 2025Q1: 37 shares; 2025Q2: 46 shares; 2025Q3: 28 shares; 2025Q4: 43 shares 43 $21K <0.01% +15 Timeline FFIV F5 INC More: the full row for F5 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46 shares; 2024Q4: 51 shares; 2025Q1: 54 shares; 2025Q2: 62 shares; 2025Q3: 56 shares; 2025Q4: 82 shares 82 $20.9K <0.01% +26 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: 240 shares; 2024Q4: 222 shares; 2025Q1: 239 shares; 2025Q2: 288 shares; 2025Q3: 250 shares; 2025Q4: 249 shares 249 $20.8K <0.01% -1 Timeline RITM RITHM CAPITAL CORP More: the full row for RITHM CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 534 shares; 2024Q4: 1,055 shares; 2025Q1: 1,098 shares; 2025Q2: 1,468 shares; 2025Q3: 1,411 shares; 2025Q4: 1,899 shares 1,899 $20.7K <0.01% +488 Timeline SLGN SILGAN HLDGS INC More: the full row for SILGAN 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: 511 shares; 2025Q4: 511 shares 511 $20.6K <0.01% 0 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: 89 shares; 2024Q4: 82 shares; 2025Q1: 82 shares; 2025Q2: 95 shares; 2025Q3: 81 shares; 2025Q4: 151 shares 151 $20.5K <0.01% +70 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 195 shares; 2024Q4: 195 shares; 2025Q1: 195 shares; 2025Q2: 243 shares; 2025Q3: 143 shares; 2025Q4: 143 shares 143 $20.5K <0.01% 0 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 150 shares; 2024Q4: 121 shares; 2025Q1: 121 shares; 2025Q2: 83 shares; 2025Q3: 83 shares; 2025Q4: 126 shares 126 $20.5K <0.01% +43 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: 304 shares; 2024Q4: 297 shares; 2025Q1: 302 shares; 2025Q2: 311 shares; 2025Q3: 267 shares; 2025Q4: 254 shares 254 $20.2K <0.01% -13 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: 240 shares; 2024Q4: 240 shares; 2025Q1: 254 shares; 2025Q2: 280 shares; 2025Q3: 257 shares; 2025Q4: 257 shares 257 $20.1K <0.01% 0 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37 shares; 2024Q4: 37 shares; 2025Q1: 37 shares; 2025Q2: 33 shares; 2025Q3: 38 shares; 2025Q4: 35 shares 35 $20.1K <0.01% -3 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: 96 shares; 2024Q4: 88 shares; 2025Q1: 92 shares; 2025Q2: 96 shares; 2025Q3: 91 shares; 2025Q4: 123 shares 123 $20.1K <0.01% +32 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 327 shares; 2024Q4: 301 shares; 2025Q1: 384 shares; 2025Q2: 411 shares; 2025Q3: 289 shares; 2025Q4: 334 shares 334 $20K <0.01% +45 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24 shares; 2024Q4: 26 shares; 2025Q1: 26 shares; 2025Q2: 36 shares; 2025Q3: 33 shares; 2025Q4: 99 shares 99 $19.9K <0.01% +66 Timeline PDFS PDF SOLUTIONS INC More: the full row for PDF SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 135 shares; 2025Q1: not reported; 2025Q2: 761 shares; 2025Q3: 761 shares; 2025Q4: 699 shares 699 $19.9K <0.01% -62 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 320 shares; 2024Q4: 352 shares; 2025Q1: 352 shares; 2025Q2: 380 shares; 2025Q3: 240 shares; 2025Q4: 340 shares 340 $19.9K <0.01% +100 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 228 shares; 2024Q4: 220 shares; 2025Q1: 220 shares; 2025Q2: 144 shares; 2025Q3: 71 shares; 2025Q4: 107 shares 107 $19.7K <0.01% +36 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: 249 shares; 2024Q4: 245 shares; 2025Q1: 346 shares; 2025Q2: 342 shares; 2025Q3: 253 shares; 2025Q4: 179 shares 179 $19.7K <0.01% -74 Timeline AMG AFFILIATED MANAGERS GROUP More: the full row for AFFILIATED MANAGERS GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81 shares; 2024Q4: 68 shares; 2025Q1: 68 shares; 2025Q2: 68 shares; 2025Q3: 68 shares; 2025Q4: 68 shares 68 $19.6K <0.01% 0 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 298 shares 298 $19.5K <0.01% new Timeline SWX SOUTHWEST GAS HLDGS INC More: the full row for SOUTHWEST GAS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 253 shares; 2024Q4: 247 shares; 2025Q1: 255 shares; 2025Q2: 289 shares; 2025Q3: 289 shares; 2025Q4: 240 shares 240 $19.2K <0.01% -49 Timeline RYAAY RYANAIR HOLDINGS PLC More: the full row for RYANAIR HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 174 shares; 2024Q4: 163 shares; 2025Q1: 175 shares; 2025Q2: 224 shares; 2025Q3: 210 shares; 2025Q4: 265 shares 265 $19.1K <0.01% +55 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96 shares; 2024Q4: 82 shares; 2025Q1: 86 shares; 2025Q2: 86 shares; 2025Q3: 86 shares; 2025Q4: 86 shares 86 $19.1K <0.01% 0 Timeline EXE EXPAND ENERGY CORPORATION More: the full row for EXPAND ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29 shares; 2024Q4: 166 shares; 2025Q1: 166 shares; 2025Q2: 166 shares; 2025Q3: 166 shares; 2025Q4: 173 shares 173 $19.1K <0.01% +7 Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29 shares; 2024Q4: 37 shares; 2025Q1: 50 shares; 2025Q2: 78 shares; 2025Q3: 81 shares; 2025Q4: 96 shares 96 $19.1K <0.01% +15 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 388 shares; 2024Q4: 399 shares; 2025Q1: 411 shares; 2025Q2: 439 shares; 2025Q3: 448 shares; 2025Q4: 410 shares 410 $19.1K <0.01% -38 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 195 shares; 2024Q4: 237 shares; 2025Q1: 133 shares; 2025Q2: 117 shares; 2025Q3: 149 shares; 2025Q4: 237 shares 237 $19K <0.01% +88 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37 shares; 2024Q4: 27 shares; 2025Q1: 36 shares; 2025Q2: 28 shares; 2025Q3: 54 shares; 2025Q4: 84 shares 84 $18.9K <0.01% +30 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 286 shares 286 $18.7K <0.01% new Timeline FHN FIRST HORIZON CORPORATION More: the full row for FIRST HORIZON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 816 shares; 2024Q4: 780 shares; 2025Q1: 780 shares; 2025Q2: 780 shares; 2025Q3: 780 shares; 2025Q4: 780 shares 780 $18.6K <0.01% 0 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 471 shares; 2024Q4: 471 shares; 2025Q1: 471 shares; 2025Q2: 471 shares; 2025Q3: 397 shares; 2025Q4: 1,173 shares 1,173 $18.6K <0.01% +776 Timeline WCC WESCO INTL INC More: the full row for WESCO INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59 shares; 2024Q4: 55 shares; 2025Q1: 55 shares; 2025Q2: 63 shares; 2025Q3: 60 shares; 2025Q4: 76 shares 76 $18.6K <0.01% +16 Timeline BEKE KE HLDGS INC More: the full row for KE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46 shares; 2024Q4: 46 shares; 2025Q1: 46 shares; 2025Q2: 121 shares; 2025Q3: 254 shares; 2025Q4: 1,177 shares 1,177 $18.6K <0.01% +923 Timeline CALM CAL MAINE FOODS INC More: the full row for CAL MAINE FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110 shares; 2024Q4: 78 shares; 2025Q1: 78 shares; 2025Q2: 105 shares; 2025Q3: 184 shares; 2025Q4: 233 shares 233 $18.5K <0.01% +49 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24 shares; 2024Q4: 24 shares; 2025Q1: 24 shares; 2025Q2: 24 shares; 2025Q3: 24 shares; 2025Q4: 33 shares 33 $18.5K <0.01% +9 Timeline OGE OGE ENERGY CORP More: the full row for OGE ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 473 shares; 2024Q4: 434 shares; 2025Q1: 434 shares; 2025Q2: 434 shares; 2025Q3: 434 shares; 2025Q4: 434 shares 434 $18.5K <0.01% 0 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 612 shares; 2024Q4: 644 shares; 2025Q1: 644 shares; 2025Q2: 644 shares; 2025Q3: 572 shares; 2025Q4: 656 shares 656 $18.4K <0.01% +84 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58 shares; 2024Q4: 116 shares; 2025Q1: 123 shares; 2025Q2: 118 shares; 2025Q3: 124 shares; 2025Q4: 198 shares 198 $18.3K <0.01% +74 Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17 shares; 2024Q4: 17 shares; 2025Q1: 17 shares; 2025Q2: 17 shares; 2025Q3: 17 shares; 2025Q4: 13 shares 13 $18.1K <0.01% -4 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: 187 shares; 2024Q4: 187 shares; 2025Q1: 187 shares; 2025Q2: 187 shares; 2025Q3: 154 shares; 2025Q4: 391 shares 391 $18.1K <0.01% +237 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: 45 shares; 2024Q4: 44 shares; 2025Q1: 44 shares; 2025Q2: 44 shares; 2025Q3: 42 shares; 2025Q4: 45 shares 45 $18.1K <0.01% +3 Timeline BJ BJS WHSL CLUB HLDGS INC More: the full row for BJS WHSL CLUB HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 139 shares; 2024Q4: 144 shares; 2025Q1: 144 shares; 2025Q2: 144 shares; 2025Q3: 149 shares; 2025Q4: 200 shares 200 $18K <0.01% +51 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 304 shares; 2024Q4: 304 shares; 2025Q1: 304 shares; 2025Q2: 304 shares; 2025Q3: 304 shares; 2025Q4: 496 shares 496 $18K <0.01% +192 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 364 shares; 2024Q4: 323 shares; 2025Q1: 374 shares; 2025Q2: 445 shares; 2025Q3: 346 shares; 2025Q4: 353 shares 353 $18K <0.01% +7 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: 374 shares; 2024Q4: 393 shares; 2025Q1: 450 shares; 2025Q2: 375 shares; 2025Q3: 423 shares; 2025Q4: 268 shares 268 $17.9K <0.01% -155 Timeline GLNG GOLAR LNG LTD More: the full row for GOLAR LNG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,355 shares; 2024Q4: 1,355 shares; 2025Q1: 1,355 shares; 2025Q2: 1,370 shares; 2025Q3: 1,370 shares; 2025Q4: 481 shares 481 $17.9K <0.01% -889 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: 132 shares; 2024Q4: 180 shares; 2025Q1: 197 shares; 2025Q2: 202 shares; 2025Q3: 233 shares; 2025Q4: 180 shares 180 $17.9K <0.01% -53 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 156 shares; 2024Q4: 152 shares; 2025Q1: 146 shares; 2025Q2: 154 shares; 2025Q3: 130 shares; 2025Q4: 114 shares 114 $17.9K <0.01% -16 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: 83 shares; 2024Q4: 86 shares; 2025Q1: 86 shares; 2025Q2: 86 shares; 2025Q3: 86 shares; 2025Q4: 86 shares 86 $17.8K <0.01% 0 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 138 shares; 2024Q4: 145 shares; 2025Q1: 151 shares; 2025Q2: 161 shares; 2025Q3: 137 shares; 2025Q4: 158 shares 158 $17.7K <0.01% +21 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: 27 shares; 2024Q4: 59 shares; 2025Q1: 63 shares; 2025Q2: 59 shares; 2025Q3: 63 shares; 2025Q4: 61 shares 61 $17.6K <0.01% -2 Timeline BBIO BRIDGEBIO PHARMA INC More: the full row for BRIDGEBIO PHARMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 174 shares; 2024Q4: 223 shares; 2025Q1: 223 shares; 2025Q2: 223 shares; 2025Q3: 223 shares; 2025Q4: 230 shares 230 $17.6K <0.01% +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: 76 shares; 2024Q4: 82 shares; 2025Q1: 89 shares; 2025Q2: 76 shares; 2025Q3: 81 shares; 2025Q4: 180 shares 180 $17.5K <0.01% +99 Timeline NWG NATWEST GROUP PLC More: the full row for NATWEST GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 767 shares; 2024Q4: 767 shares; 2025Q1: 767 shares; 2025Q2: 767 shares; 2025Q3: 652 shares; 2025Q4: 992 shares 992 $17.4K <0.01% +340 Timeline GPI GROUP 1 AUTOMOTIVE INC More: the full row for GROUP 1 AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51 shares; 2024Q4: 44 shares; 2025Q1: 44 shares; 2025Q2: 45 shares; 2025Q3: 45 shares; 2025Q4: 44 shares 44 $17.3K <0.01% -1 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 219 shares; 2024Q4: 219 shares; 2025Q1: 219 shares; 2025Q2: 232 shares; 2025Q3: 232 shares; 2025Q4: 377 shares 377 $17.2K <0.01% +145 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34 shares; 2024Q4: 34 shares; 2025Q1: 34 shares; 2025Q2: 42 shares; 2025Q3: 45 shares; 2025Q4: 106 shares 106 $17.1K <0.01% +61 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75 shares; 2024Q4: 75 shares; 2025Q1: 75 shares; 2025Q2: 75 shares; 2025Q3: 75 shares; 2025Q4: 99 shares 99 $17.1K <0.01% +24 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: 86 shares; 2024Q4: 80 shares; 2025Q1: 80 shares; 2025Q2: 84 shares; 2025Q3: 53 shares; 2025Q4: 75 shares 75 $17.1K <0.01% +22 Timeline NVMI NOVA LTD More: the full row for NOVA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51 shares; 2024Q4: 51 shares; 2025Q1: 51 shares; 2025Q2: 39 shares; 2025Q3: 39 shares; 2025Q4: 52 shares 52 $17.1K <0.01% +13 Timeline DOLE DOLE PLC More: the full row for DOLE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 756 shares; 2024Q4: 613 shares; 2025Q1: 689 shares; 2025Q2: 1,137 shares; 2025Q3: 1,137 shares; 2025Q4: 1,137 shares 1,137 $17K <0.01% 0 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 125 shares; 2024Q4: 127 shares; 2025Q1: 131 shares; 2025Q2: 127 shares; 2025Q3: 84 shares; 2025Q4: 84 shares 84 $17K <0.01% 0 Timeline EPRT ESSENTIAL PPTYS RLTY TR INC More: the full row for ESSENTIAL PPTYS RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 599 shares; 2024Q4: 572 shares; 2025Q1: 697 shares; 2025Q2: 572 shares; 2025Q3: 589 shares; 2025Q4: 572 shares 572 $17K <0.01% -17 Timeline