HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,820,701 shares; 2024Q4: 1 shares; 2025Q1: 1,144,964 shares; 2025Q2: 4,535,242 shares; 2025Q3: 4,720,136 shares; 2025Q4: 4,628,450 shares 4,628,450 $373M 10.68% -91,686 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,445,852 shares; 2024Q4: 1,665,560 shares; 2025Q1: 229,818 shares; 2025Q2: 1,196,854 shares; 2025Q3: 2,064,255 shares; 2025Q4: 2,362,313 shares 2,362,313 $260M 7.45% +298,058 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: 372,784 shares; 2024Q4: 364,277 shares; 2025Q1: 377,688 shares; 2025Q2: 405,943 shares; 2025Q3: 418,323 shares; 2025Q4: 443,471 shares 443,471 $215M 6.14% +25,148 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: 934,382 shares; 2024Q4: 947,028 shares; 2025Q1: 861,636 shares; 2025Q2: 883,168 shares; 2025Q3: 861,493 shares; 2025Q4: 936,725 shares 936,725 $175M 5.01% +75,232 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: 473,816 shares; 2024Q4: 494,051 shares; 2025Q1: 497,555 shares; 2025Q2: 489,105 shares; 2025Q3: 467,800 shares; 2025Q4: 498,768 shares 498,768 $136M 3.91% +30,968 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: 400,075 shares; 2024Q4: 424,888 shares; 2025Q1: 406,947 shares; 2025Q2: 433,193 shares; 2025Q3: 410,493 shares; 2025Q4: 388,602 shares 388,602 $122M 3.49% -21,891 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: 456,471 shares; 2024Q4: 459,904 shares; 2025Q1: 551,100 shares; 2025Q2: 539,590 shares; 2025Q3: 545,962 shares; 2025Q4: 498,514 shares 498,514 $115M 3.29% -47,448 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: 399,897 shares; 2024Q4: 406,604 shares; 2025Q1: 343,027 shares; 2025Q2: 293,440 shares; 2025Q3: 289,865 shares; 2025Q4: 326,824 shares 326,824 $114M 3.26% +36,959 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: 226,563 shares; 2024Q4: 257,774 shares; 2025Q1: 244,530 shares; 2025Q2: 299,899 shares; 2025Q3: 293,629 shares; 2025Q4: 301,468 shares 301,468 $97.5M 2.79% +7,839 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: 154,188 shares; 2024Q4: 207,565 shares; 2025Q1: 274,465 shares; 2025Q2: 292,379 shares; 2025Q3: 284,825 shares; 2025Q4: 296,677 shares 296,677 $93.2M 2.67% +11,852 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: 154,681 shares; 2024Q4: 171,811 shares; 2025Q1: 176,584 shares; 2025Q2: 167,873 shares; 2025Q3: 165,514 shares; 2025Q4: 178,748 shares 178,748 $62.8M 1.8% +13,234 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: 194,128 shares; 2024Q4: 175,964 shares; 2025Q1: 164,032 shares; 2025Q2: 163,743 shares; 2025Q3: 182,850 shares; 2025Q4: 205,319 shares 205,319 $62.4M 1.79% +22,469 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: 143,499 shares; 2024Q4: 269,412 shares; 2025Q1: 267,502 shares; 2025Q2: 279,390 shares; 2025Q3: 300,697 shares; 2025Q4: 299,413 shares 299,413 $55.3M 1.58% -1,284 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: 524,844 shares; 2024Q4: 585,486 shares; 2025Q1: 626,167 shares; 2025Q2: 638,232 shares; 2025Q3: 650,761 shares; 2025Q4: 692,394 shares 692,394 $48.4M 1.39% +41,633 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: 190,772 shares; 2024Q4: 181,709 shares; 2025Q1: 211,959 shares; 2025Q2: 215,366 shares; 2025Q3: 197,228 shares; 2025Q4: 187,068 shares 187,068 $48.2M 1.38% -10,160 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,981 shares; 2024Q4: 83,555 shares; 2025Q1: 79,236 shares; 2025Q2: 82,227 shares; 2025Q3: 97,538 shares; 2025Q4: 95,606 shares 95,606 $48.1M 1.37% -1,932 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: 65,581 shares; 2024Q4: 77,127 shares; 2025Q1: 72,208 shares; 2025Q2: 76,992 shares; 2025Q3: 69,441 shares; 2025Q4: 70,786 shares 70,786 $46.7M 1.34% +1,345 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: 59,828 shares; 2024Q4: 58,602 shares; 2025Q1: 56,930 shares; 2025Q2: 56,793 shares; 2025Q3: 55,148 shares; 2025Q4: 51,461 shares 51,461 $45.3M 1.3% -3,687 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: 46,107 shares; 2024Q4: 43,481 shares; 2025Q1: 46,509 shares; 2025Q2: 53,259 shares; 2025Q3: 51,667 shares; 2025Q4: 54,928 shares 54,928 $45.2M 1.29% +3,261 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: 45,999 shares; 2024Q4: 51,555 shares; 2025Q1: 58,850 shares; 2025Q2: 64,675 shares; 2025Q3: 63,957 shares; 2025Q4: 69,756 shares 69,756 $40.5M 1.16% +5,799 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: 40,520 shares; 2024Q4: 34,628 shares; 2025Q1: 36,475 shares; 2025Q2: 36,639 shares; 2025Q3: 36,530 shares; 2025Q4: 37,248 shares 37,248 $40M 1.15% +718 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: 106,522 shares; 2024Q4: 90,464 shares; 2025Q1: 82,463 shares; 2025Q2: 156,303 shares; 2025Q3: 149,965 shares; 2025Q4: 150,897 shares 150,897 $40M 1.14% +932 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: 5,798 shares; 2024Q4: 5,600 shares; 2025Q1: 6,190 shares; 2025Q2: 5,939 shares; 2025Q3: 5,932 shares; 2025Q4: 7,257 shares 7,257 $39.1M 1.12% +1,325 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: 91,598 shares; 2024Q4: 201,859 shares; 2025Q1: 222,433 shares; 2025Q2: 420,846 shares; 2025Q3: 436,462 shares; 2025Q4: 475,954 shares 475,954 $36.9M 1.06% +39,492 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: 46,450 shares; 2024Q4: 48,901 shares; 2025Q1: 55,057 shares; 2025Q2: 56,875 shares; 2025Q3: 51,686 shares; 2025Q4: 62,805 shares 62,805 $32.9M 0.94% +11,119 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: 41,606 shares; 2024Q4: 41,407 shares; 2025Q1: 39,367 shares; 2025Q2: 38,303 shares; 2025Q3: 37,159 shares; 2025Q4: 196,825 shares 196,825 $30.2M 0.86% +159,666 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: 20,736 shares; 2024Q4: 32,010 shares; 2025Q1: 63,591 shares; 2025Q2: 65,126 shares; 2025Q3: 74,063 shares; 2025Q4: 62,142 shares 62,142 $29.2M 0.84% -11,921 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: 389,167 shares; 2024Q4: 437,817 shares; 2025Q1: 358,160 shares; 2025Q2: 375,913 shares; 2025Q3: 380,648 shares; 2025Q4: 219,430 shares 219,430 $24.7M 0.71% -161,218 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,707 shares; 2024Q4: 7,640 shares; 2025Q1: 135,826 shares; 2025Q2: 153,450 shares; 2025Q3: 169,600 shares; 2025Q4: 192,076 shares 192,076 $24.2M 0.69% +22,476 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,358 shares; 2024Q4: 79,529 shares; 2025Q1: 82,347 shares; 2025Q2: 83,025 shares; 2025Q3: 91,053 shares; 2025Q4: 92,682 shares 92,682 $24M 0.69% +1,629 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: 365,388 shares 365,388 $23.9M 0.68% new 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: 128,751 shares; 2024Q4: 168,421 shares; 2025Q1: 106,257 shares; 2025Q2: 137,821 shares; 2025Q3: 142,062 shares; 2025Q4: 108,988 shares 108,988 $23.3M 0.67% -33,074 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: 105,489 shares; 2024Q4: 107,500 shares; 2025Q1: 92,784 shares; 2025Q2: 92,796 shares; 2025Q3: 94,334 shares; 2025Q4: 106,482 shares 106,482 $21.6M 0.62% +12,148 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: 26,538 shares; 2024Q4: 25,980 shares; 2025Q1: 41,021 shares; 2025Q2: 44,561 shares; 2025Q3: 47,680 shares; 2025Q4: 35,256 shares 35,256 $20.1M 0.58% -12,424 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: 22,965 shares; 2024Q4: 24,727 shares; 2025Q1: 25,861 shares; 2025Q2: 30,021 shares; 2025Q3: 30,724 shares; 2025Q4: 33,423 shares 33,423 $18.9M 0.54% +2,699 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: 14,024 shares; 2024Q4: 1,390 shares; 2025Q1: 1,823 shares; 2025Q2: 14,536 shares; 2025Q3: 84,331 shares; 2025Q4: 83,120 shares 83,120 $18.9M 0.54% -1,211 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: 16,767 shares; 2024Q4: 18,889 shares; 2025Q1: 19,175 shares; 2025Q2: 19,358 shares; 2025Q3: 17,670 shares; 2025Q4: 56,224 shares 56,224 $18.4M 0.53% +38,554 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: 46,060 shares; 2024Q4: 47,815 shares; 2025Q1: 47,782 shares; 2025Q2: 48,120 shares; 2025Q3: 48,131 shares; 2025Q4: 78,270 shares 78,270 $17.9M 0.51% +30,139 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: 32,257 shares; 2024Q4: 37,491 shares; 2025Q1: 37,941 shares; 2025Q2: 34,167 shares; 2025Q3: 32,003 shares; 2025Q4: 49,714 shares 49,714 $17.1M 0.49% +17,711 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: 156,038 shares; 2024Q4: 154,761 shares; 2025Q1: 147,552 shares; 2025Q2: 139,528 shares; 2025Q3: 109,830 shares; 2025Q4: 140,132 shares 140,132 $16.9M 0.48% +30,302 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: 317,319 shares; 2024Q4: 331,922 shares; 2025Q1: 362,713 shares; 2025Q2: 303,949 shares; 2025Q3: 291,436 shares; 2025Q4: 146,923 shares 146,923 $16.7M 0.48% -144,513 Timeline BKLN 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: 1,975,763 shares; 2024Q4: 3,488,758 shares; 2025Q1: 2,432,252 shares; 2025Q2: 3,189,985 shares; 2025Q3: 2,459,779 shares; 2025Q4: 767,443 shares 767,443 $16.1M 0.46% -1,692,336 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: 192,456 shares; 2024Q4: 287,579 shares; 2025Q1: 335,120 shares; 2025Q2: 318,903 shares; 2025Q3: 342,230 shares; 2025Q4: 635,974 shares 635,974 $15.8M 0.45% +293,744 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: 171,173 shares; 2024Q4: 192,212 shares; 2025Q1: 190,204 shares; 2025Q2: 210,131 shares; 2025Q3: 218,763 shares; 2025Q4: 192,723 shares 192,723 $15.8M 0.45% -26,040 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: 739 shares; 2024Q4: 14,944 shares; 2025Q1: 14,018 shares; 2025Q2: 5,849 shares; 2025Q3: 7,347 shares; 2025Q4: 17,284 shares 17,284 $15.2M 0.44% +9,937 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: 27,559 shares; 2024Q4: not reported; 2025Q1: 515 shares; 2025Q2: 23,051 shares; 2025Q3: 23,750 shares; 2025Q4: 35,003 shares 35,003 $14.9M 0.43% +11,253 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: 41,286 shares; 2024Q4: 41,716 shares; 2025Q1: 12,162 shares; 2025Q2: 434,616 shares; 2025Q3: 487,023 shares; 2025Q4: 580,439 shares 580,439 $14.4M 0.41% +93,416 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: 10,412 shares; 2024Q4: 13,161 shares; 2025Q1: 12,869 shares; 2025Q2: 22,755 shares; 2025Q3: 20,499 shares; 2025Q4: 149,715 shares 149,715 $14.4M 0.41% +129,216 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: not reported; 2024Q4: not reported; 2025Q1: 265,435 shares; 2025Q2: 111,000 shares; 2025Q3: 111,000 shares; 2025Q4: 111,000 shares 111,000 $13.9M 0.4% 0 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: 76,325 shares; 2024Q4: 75,605 shares; 2025Q1: 74,361 shares; 2025Q2: 73,651 shares; 2025Q3: 78,474 shares; 2025Q4: 95,740 shares 95,740 $13.7M 0.39% +17,266 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 197,225 shares; 2024Q4: 191,825 shares; 2025Q1: 189,225 shares; 2025Q2: 190,371 shares; 2025Q3: 197,093 shares; 2025Q4: 295,639 shares 295,639 $13.6M 0.39% +98,546 Timeline HDB HDFC BANK LTD More: the full row for HDFC BANK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 174,028 shares; 2024Q4: 168,817 shares; 2025Q1: 168,381 shares; 2025Q2: 156,080 shares; 2025Q3: 326,704 shares; 2025Q4: 357,729 shares 357,729 $13.1M 0.37% +31,025 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: 53,810 shares; 2024Q4: 72,710 shares; 2025Q1: 103,382 shares; 2025Q2: 108,729 shares; 2025Q3: 119,715 shares; 2025Q4: 122,389 shares 122,389 $12.2M 0.35% +2,674 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: not reported; 2024Q4: 400 shares; 2025Q1: 1,485 shares; 2025Q2: 30,043 shares; 2025Q3: 31,468 shares; 2025Q4: 74,957 shares 74,957 $12.2M 0.35% +43,489 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: 6,127 shares; 2024Q4: 6,770 shares; 2025Q1: 7,806 shares; 2025Q2: 41,262 shares; 2025Q3: 48,512 shares; 2025Q4: 60,357 shares 60,357 $11.4M 0.33% +11,845 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,869 shares; 2024Q4: 86,397 shares; 2025Q1: 78,574 shares; 2025Q2: 77,652 shares; 2025Q3: 70,944 shares; 2025Q4: 77,897 shares 77,897 $11.4M 0.33% +6,953 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: 77,395 shares; 2024Q4: 74,399 shares; 2025Q1: 85,345 shares; 2025Q2: 85,495 shares; 2025Q3: 69,475 shares; 2025Q4: 92,553 shares 92,553 $11.4M 0.33% +23,078 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: 26,559 shares; 2024Q4: 16,630 shares; 2025Q1: 9,798 shares; 2025Q2: 3,269 shares; 2025Q3: 3,323 shares; 2025Q4: 37,631 shares 37,631 $11.2M 0.32% +34,308 Timeline EXC EXELON CORP More: the full row for EXELON 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: 231,508 shares; 2025Q2: 278,965 shares; 2025Q3: 238,533 shares; 2025Q4: 250,456 shares 250,456 $10.9M 0.31% +11,923 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,413 shares; 2024Q4: 4,413 shares; 2025Q1: 45,305 shares; 2025Q2: 49,595 shares; 2025Q3: 48,647 shares; 2025Q4: 46,503 shares 46,503 $10.8M 0.31% -2,144 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: 3,529 shares; 2024Q4: 3,356 shares; 2025Q1: 5,535 shares; 2025Q2: 4,973 shares; 2025Q3: 15,078 shares; 2025Q4: 30,156 shares 30,156 $10.7M 0.31% +15,078 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: 25,147 shares; 2024Q4: 26,546 shares; 2025Q1: 32,947 shares; 2025Q2: 10,508 shares; 2025Q3: 19,351 shares; 2025Q4: 31,952 shares 31,952 $10.5M 0.3% +12,601 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: 4,498 shares; 2024Q4: 4,500 shares; 2025Q1: 41,394 shares; 2025Q2: 51,761 shares; 2025Q3: 44,196 shares; 2025Q4: 46,843 shares 46,843 $10.3M 0.29% +2,647 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,720 shares; 2024Q4: 1,260 shares; 2025Q1: 480 shares; 2025Q2: 28,777 shares; 2025Q3: 48,828 shares; 2025Q4: 61,540 shares 61,540 $9.49M 0.27% +12,712 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: 284 shares; 2024Q4: 14,848 shares; 2025Q1: 16,736 shares; 2025Q2: 9,567 shares; 2025Q3: 12,506 shares; 2025Q4: 14,132 shares 14,132 $9.24M 0.26% +1,626 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: 41,467 shares; 2024Q4: 72,560 shares; 2025Q1: 87,570 shares; 2025Q2: 104,077 shares; 2025Q3: 96,290 shares; 2025Q4: 46,111 shares 46,111 $9.02M 0.26% -50,179 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: 24,016 shares; 2025Q1: 21,722 shares; 2025Q2: 36,745 shares; 2025Q3: 37,686 shares; 2025Q4: 65,183 shares 65,183 $9M 0.26% +27,497 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: 84,142 shares; 2024Q4: 86,361 shares; 2025Q1: 77,898 shares; 2025Q2: 75,003 shares; 2025Q3: 116,962 shares; 2025Q4: 103,698 shares 103,698 $8.84M 0.25% -13,264 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: 18,800 shares; 2024Q4: 34,885 shares; 2025Q1: 46,345 shares; 2025Q2: 44,479 shares; 2025Q3: 48,976 shares; 2025Q4: 45,154 shares 45,154 $8.81M 0.25% -3,822 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: 50,906 shares; 2024Q4: 52,441 shares; 2025Q1: 42,633 shares; 2025Q2: 33,398 shares; 2025Q3: 40,723 shares; 2025Q4: 61,326 shares 61,326 $8.8M 0.25% +20,603 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: 16,086 shares; 2024Q4: 20,268 shares; 2025Q1: 15,045 shares; 2025Q2: 14,705 shares; 2025Q3: 15,870 shares; 2025Q4: 42,156 shares 42,156 $8.73M 0.25% +26,286 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 120,197 shares; 2024Q4: 130,359 shares; 2025Q1: 132,365 shares; 2025Q2: 128,356 shares; 2025Q3: 138,165 shares; 2025Q4: 146,309 shares 146,309 $7.93M 0.23% +8,144 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: 319,762 shares; 2024Q4: 330,673 shares; 2025Q1: 130,066 shares; 2025Q2: 94,275 shares; 2025Q3: 90,073 shares; 2025Q4: 72,531 shares 72,531 $7.64M 0.22% -17,542 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: 19,511 shares; 2024Q4: 19,876 shares; 2025Q1: 19,876 shares; 2025Q2: 20,459 shares; 2025Q3: 20,383 shares; 2025Q4: 61,957 shares 61,957 $7.48M 0.21% +41,574 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: 11,856 shares; 2024Q4: 11,758 shares; 2025Q1: 11,586 shares; 2025Q2: 10,884 shares; 2025Q3: 10,764 shares; 2025Q4: 14,330 shares 14,330 $7.32M 0.21% +3,566 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: 5,921 shares; 2024Q4: 5,821 shares; 2025Q1: 5,820 shares; 2025Q2: 4,442 shares; 2025Q3: 4,105 shares; 2025Q4: 3,633 shares 3,633 $7.32M 0.21% -472 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: 7,871 shares; 2025Q1: 7,232 shares; 2025Q2: 7,318 shares; 2025Q3: 6,178 shares; 2025Q4: 6,715 shares 6,715 $7.25M 0.21% +537 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: 22,053 shares; 2024Q4: 26,943 shares; 2025Q1: 33,814 shares; 2025Q2: 33,671 shares; 2025Q3: 35,003 shares; 2025Q4: 23,451 shares 23,451 $7.17M 0.21% -11,552 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: 8,120 shares; 2024Q4: 16,352 shares; 2025Q1: 31,048 shares; 2025Q2: 29,177 shares; 2025Q3: 104,357 shares; 2025Q4: 53,300 shares 53,300 $7.11M 0.2% -51,057 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,455 shares; 2024Q4: 8,548 shares; 2025Q1: 9,676 shares; 2025Q2: 4,273 shares; 2025Q3: 4,273 shares; 2025Q4: 39,208 shares 39,208 $6.96M 0.2% +34,935 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: 50 shares; 2024Q4: not reported; 2025Q1: 22,613 shares; 2025Q2: 21,682 shares; 2025Q3: 19,771 shares; 2025Q4: 19,675 shares 19,675 $6.92M 0.2% -96 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: 33,505 shares; 2024Q4: 33,756 shares; 2025Q1: 38,151 shares; 2025Q2: 112,255 shares; 2025Q3: 94,114 shares; 2025Q4: 68,752 shares 68,752 $6.58M 0.19% -25,362 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: 6,486 shares; 2024Q4: 6,116 shares; 2025Q1: 39,172 shares; 2025Q2: 44,208 shares; 2025Q3: 51,273 shares; 2025Q4: 22,019 shares 22,019 $6.54M 0.19% -29,254 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,166 shares; 2024Q4: 77,914 shares; 2025Q1: 75,480 shares; 2025Q2: 79,508 shares; 2025Q3: 114,855 shares; 2025Q4: 118,816 shares 118,816 $6.5M 0.19% +3,961 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: not reported; 2024Q4: 27,745 shares; 2025Q1: 35,370 shares; 2025Q2: 33,510 shares; 2025Q3: 33,177 shares; 2025Q4: 30,178 shares 30,178 $6.49M 0.19% -2,999 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,647 shares; 2025Q3: 18,758 shares; 2025Q4: 26,925 shares 26,925 $6.1M 0.17% +8,167 Timeline TKO TKO GROUP HOLDINGS INC More: the full row for TKO GROUP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 642 shares; 2025Q1: 642 shares; 2025Q2: 1,586 shares; 2025Q3: 2,197 shares; 2025Q4: 28,320 shares 28,320 $6.04M 0.17% +26,123 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: 4,256 shares; 2024Q4: 5,615 shares; 2025Q1: 25,550 shares; 2025Q2: 30,924 shares; 2025Q3: 5,686 shares; 2025Q4: 9,799 shares 9,799 $5.63M 0.16% +4,113 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: 1,272 shares; 2024Q4: 6,084 shares; 2025Q1: 5,537 shares; 2025Q2: 34,812 shares; 2025Q3: 34,877 shares; 2025Q4: 41,280 shares 41,280 $5.61M 0.16% +6,403 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,116 shares; 2025Q3: 4,257 shares; 2025Q4: 13,210 shares 13,210 $5.6M 0.16% +8,953 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: 20,450 shares; 2024Q4: 24,982 shares; 2025Q1: 48,458 shares; 2025Q2: 45,539 shares; 2025Q3: 44,733 shares; 2025Q4: 66,523 shares 66,523 $5.34M 0.15% +21,790 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: 18,785 shares; 2024Q4: 18,563 shares; 2025Q1: 13,415 shares; 2025Q2: 5,983 shares; 2025Q3: 8,276 shares; 2025Q4: 8,803 shares 8,803 $5.06M 0.14% +527 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,835 shares; 2024Q4: 146,396 shares; 2025Q1: 143,794 shares; 2025Q2: 140,878 shares; 2025Q3: 32,245 shares; 2025Q4: 127,894 shares 127,894 $4.91M 0.14% +95,649 Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,332 shares; 2024Q4: 17,141 shares; 2025Q1: 21,427 shares; 2025Q2: 28,907 shares; 2025Q3: 35,846 shares; 2025Q4: 37,233 shares 37,233 $4.75M 0.14% +1,387 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: 49,403 shares; 2024Q4: 47,752 shares; 2025Q1: 59,662 shares; 2025Q2: 58,127 shares; 2025Q3: 50,276 shares; 2025Q4: 53,108 shares 53,108 $4.65M 0.13% +2,832 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,237 shares 22,237 $4.64M 0.13% new Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,492 shares; 2024Q4: 3,881 shares; 2025Q1: 7,970 shares; 2025Q2: 5,225 shares; 2025Q3: 5,524 shares; 2025Q4: 6,759 shares 6,759 $4.63M 0.13% +1,235 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 56,053 shares 56,053 $4.5M 0.13% new 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: 146,211 shares; 2024Q4: 157,485 shares; 2025Q1: 166,466 shares; 2025Q2: 174,208 shares; 2025Q3: 177,452 shares; 2025Q4: 33,972 shares 33,972 $4.34M 0.12% -143,480 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 925 shares; 2025Q1: 8,066 shares; 2025Q2: 9,980 shares; 2025Q3: 10,162 shares; 2025Q4: 19,239 shares 19,239 $4.31M 0.12% +9,077 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: 102,938 shares; 2024Q4: 101,307 shares; 2025Q1: 109,995 shares; 2025Q2: 116,575 shares; 2025Q3: 125,495 shares; 2025Q4: 144,340 shares 144,340 $4.3M 0.12% +18,845 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: 39,463 shares; 2024Q4: 14,362 shares; 2025Q1: 40,856 shares; 2025Q2: 63,118 shares; 2025Q3: 36,085 shares; 2025Q4: 79,045 shares 79,045 $4.26M 0.12% +42,960 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,040 shares; 2024Q4: 2,040 shares; 2025Q1: 2,040 shares; 2025Q2: 4,040 shares; 2025Q3: 8,049 shares; 2025Q4: 25,718 shares 25,718 $4.12M 0.12% +17,669 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: 652 shares; 2024Q4: 701 shares; 2025Q1: 426 shares; 2025Q2: 577 shares; 2025Q3: 403 shares; 2025Q4: 4,761 shares 4,761 $4.11M 0.12% +4,358 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: 18,657 shares; 2024Q4: 24,511 shares; 2025Q1: 22,635 shares; 2025Q2: 14,444 shares; 2025Q3: 3,083 shares; 2025Q4: 11,511 shares 11,511 $4.03M 0.12% +8,428 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: 5,016 shares; 2024Q4: 13,733 shares; 2025Q1: 12,891 shares; 2025Q2: 4,533 shares; 2025Q3: 4,318 shares; 2025Q4: 8,368 shares 8,368 $3.92M 0.11% +4,050 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: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 775 shares; 2025Q4: 158,652 shares 158,652 $3.81M 0.11% +157,877 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: 5 shares; 2024Q4: 5 shares; 2025Q1: 5 shares; 2025Q2: 5 shares; 2025Q3: 5 shares; 2025Q4: 5 shares 5 $3.77M 0.11% 0 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: 2,510 shares; 2024Q4: 2,408 shares; 2025Q1: 2,367 shares; 2025Q2: 2,396 shares; 2025Q3: 2,764 shares; 2025Q4: 3,053 shares 3,053 $3.71M 0.11% +289 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: 23,917 shares; 2024Q4: 12,595 shares; 2025Q1: 12,418 shares; 2025Q2: 12,072 shares; 2025Q3: 12,468 shares; 2025Q4: 11,623 shares 11,623 $3.61M 0.1% -845 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,635 shares 20,635 $3.53M 0.1% new Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 26,515 shares; 2025Q2: 26,515 shares; 2025Q3: 27,140 shares; 2025Q4: 25,291 shares 25,291 $3.43M 0.1% -1,849 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: not reported; 2024Q4: not reported; 2025Q1: 12 shares; 2025Q2: 3,139 shares; 2025Q3: 3,139 shares; 2025Q4: 38,423 shares 38,423 $3.37M 0.1% +35,284 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: 232 shares; 2024Q4: not reported; 2025Q1: 392 shares; 2025Q2: 261 shares; 2025Q3: 2,021 shares; 2025Q4: 1,908 shares 1,908 $3.26M 0.09% -113 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: 5,653 shares; 2024Q4: 6,184 shares; 2025Q1: 5,834 shares; 2025Q2: 5,576 shares; 2025Q3: 5,341 shares; 2025Q4: 7,139 shares 7,139 $3.24M 0.09% +1,798 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: 1,806 shares; 2024Q4: 1,771 shares; 2025Q1: 1,453 shares; 2025Q2: 732 shares; 2025Q3: 732 shares; 2025Q4: 14,115 shares 14,115 $3.23M 0.09% +13,383 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: 2,150 shares; 2024Q4: 2,150 shares; 2025Q1: 950 shares; 2025Q2: 950 shares; 2025Q3: 950 shares; 2025Q4: 69,536 shares 69,536 $3.23M 0.09% +68,586 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: 603 shares; 2024Q4: 2,201 shares; 2025Q1: 2,501 shares; 2025Q2: 107,970 shares; 2025Q3: 62,434 shares; 2025Q4: 57,270 shares 57,270 $3.23M 0.09% -5,164 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 42 shares; 2025Q4: 17,562 shares 17,562 $3.2M 0.09% +17,520 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: not reported; 2024Q4: not reported; 2025Q1: 62 shares; 2025Q2: 519 shares; 2025Q3: 519 shares; 2025Q4: 11,700 shares 11,700 $3.2M 0.09% +11,181 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: 2,472 shares; 2024Q4: 5,175 shares; 2025Q1: 7,113 shares; 2025Q2: 7,222 shares; 2025Q3: 7,158 shares; 2025Q4: 8,140 shares 8,140 $3.19M 0.09% +982 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 100,009 shares; 2025Q3: 100,403 shares; 2025Q4: 30,647 shares 30,647 $3.04M 0.09% -69,756 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: 695 shares; 2024Q4: 4,447 shares; 2025Q1: 4,147 shares; 2025Q2: 167 shares; 2025Q3: 167 shares; 2025Q4: 26,684 shares 26,684 $3.01M 0.09% +26,517 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: 67 shares; 2024Q4: 21,280 shares; 2025Q1: 28,014 shares; 2025Q2: 29,680 shares; 2025Q3: 30,612 shares; 2025Q4: 37,236 shares 37,236 $2.94M 0.08% +6,624 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 43,731 shares 43,731 $2.93M 0.08% new 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: 100 shares; 2024Q4: 100 shares; 2025Q1: 754 shares; 2025Q2: 754 shares; 2025Q3: 1,429 shares; 2025Q4: 129,725 shares 129,725 $2.89M 0.08% +128,296 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,889 shares; 2024Q4: 23,640 shares; 2025Q1: 48,472 shares; 2025Q2: 49,516 shares; 2025Q3: 47,356 shares; 2025Q4: 48,328 shares 48,328 $2.82M 0.08% +972 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,700 shares; 2024Q4: 28,676 shares; 2025Q1: 28,910 shares; 2025Q2: 28,307 shares; 2025Q3: 29,917 shares; 2025Q4: 30,867 shares 30,867 $2.82M 0.08% +950 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: 9,914 shares; 2024Q4: 10,457 shares; 2025Q1: 10,457 shares; 2025Q2: 9,771 shares; 2025Q3: 9,688 shares; 2025Q4: 23,952 shares 23,952 $2.81M 0.08% +14,264 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: 22,881 shares; 2024Q4: 23,423 shares; 2025Q1: 23,043 shares; 2025Q2: 21,973 shares; 2025Q3: 17,973 shares; 2025Q4: 20,629 shares 20,629 $2.58M 0.07% +2,656 Timeline BAM BROOKFIELD ASSET MANAGMT LTD More: the full row for BROOKFIELD ASSET MANAGMT LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,060 shares; 2024Q4: 48,660 shares; 2025Q1: 47,632 shares; 2025Q2: 47,632 shares; 2025Q3: 47,632 shares; 2025Q4: 47,632 shares 47,632 $2.5M 0.07% 0 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: 169 shares; 2024Q4: 169 shares; 2025Q1: 7,387 shares; 2025Q2: 24,187 shares; 2025Q3: 29,858 shares; 2025Q4: 19,627 shares 19,627 $2.47M 0.07% -10,231 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: 323 shares; 2024Q4: 423 shares; 2025Q1: 500 shares; 2025Q2: 6,589 shares; 2025Q3: 6,546 shares; 2025Q4: 6,517 shares 6,517 $2.42M 0.07% -29 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 715 shares; 2025Q2: 715 shares; 2025Q3: 715 shares; 2025Q4: 23,795 shares 23,795 $2.4M 0.07% +23,080 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: not reported; 2024Q4: not reported; 2025Q1: 1 shares; 2025Q2: 250 shares; 2025Q3: 55,019 shares; 2025Q4: 61,267 shares 61,267 $2.4M 0.07% +6,248 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 81 shares; 2025Q4: 20,542 shares 20,542 $2.3M 0.07% +20,461 Timeline IEI 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: 6,475 shares; 2024Q4: 5,910 shares; 2025Q1: 8,876 shares; 2025Q2: 17,143 shares; 2025Q3: 17,622 shares; 2025Q4: 19,264 shares 19,264 $2.3M 0.07% +1,642 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,265 shares; 2025Q3: 1,716 shares; 2025Q4: 1,726 shares 1,726 $2.29M 0.07% +10 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 440 shares; 2024Q4: 5,009 shares; 2025Q1: 7,439 shares; 2025Q2: 7,165 shares; 2025Q3: 7,165 shares; 2025Q4: 9,995 shares 9,995 $2.27M 0.06% +2,830 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: 2,168 shares; 2024Q4: 2,607 shares; 2025Q1: 50,075 shares; 2025Q2: 60,807 shares; 2025Q3: 5,688 shares; 2025Q4: 13,908 shares 13,908 $2.25M 0.06% +8,220 Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,409 shares 24,409 $2.16M 0.06% new Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,825 shares 8,825 $2.14M 0.06% new Timeline BIDU BAIDU INC More: the full row for BAIDU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,297 shares; 2024Q4: 16,532 shares; 2025Q1: 15,283 shares; 2025Q2: 15,292 shares; 2025Q3: 15,520 shares; 2025Q4: 16,239 shares 16,239 $2.12M 0.06% +719 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: 86,984 shares; 2024Q4: 71,826 shares; 2025Q1: 33,217 shares; 2025Q2: 34,546 shares; 2025Q3: 32,746 shares; 2025Q4: 69,703 shares 69,703 $2.08M 0.06% +36,957 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,300 shares; 2024Q4: 5,210 shares; 2025Q1: 9,647 shares; 2025Q2: 10,162 shares; 2025Q3: 15,296 shares; 2025Q4: 15,575 shares 15,575 $1.99M 0.06% +279 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,261 shares; 2024Q4: 4,075 shares; 2025Q1: 6,670 shares; 2025Q2: 9,035 shares; 2025Q3: 11,685 shares; 2025Q4: 12,751 shares 12,751 $1.97M 0.06% +1,066 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: 265 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 30,000 shares 30,000 $1.92M 0.05% new Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,437 shares; 2024Q4: 11,802 shares; 2025Q1: 14,020 shares; 2025Q2: 15,037 shares; 2025Q3: 14,773 shares; 2025Q4: 7,597 shares 7,597 $1.88M 0.05% -7,176 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,800 shares 9,800 $1.82M 0.05% new 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: 75,811 shares; 2024Q4: 75,481 shares; 2025Q1: 3,456 shares; 2025Q2: not reported; 2025Q3: 2,607 shares; 2025Q4: 11,626 shares 11,626 $1.79M 0.05% +9,019 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 820 shares; 2024Q4: 6,316 shares; 2025Q1: 9,608 shares; 2025Q2: 8,300 shares; 2025Q3: 7,423 shares; 2025Q4: 8,129 shares 8,129 $1.78M 0.05% +706 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: 7,059 shares; 2024Q4: 5,818 shares; 2025Q1: 5,219 shares; 2025Q2: 5,481 shares; 2025Q3: 4,380 shares; 2025Q4: 4,451 shares 4,451 $1.76M 0.05% +71 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: 4,234 shares; 2024Q4: 4,209 shares; 2025Q1: 2,953 shares; 2025Q2: 2,753 shares; 2025Q3: 2,753 shares; 2025Q4: 6,425 shares 6,425 $1.74M 0.05% +3,672 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,617 shares; 2024Q4: 7,616 shares; 2025Q1: 7,615 shares; 2025Q2: 7,619 shares; 2025Q3: 7,552 shares; 2025Q4: 8,012 shares 8,012 $1.72M 0.05% +460 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: not reported; 2024Q4: 400 shares; 2025Q1: 783 shares; 2025Q2: 783 shares; 2025Q3: 923 shares; 2025Q4: 18,396 shares 18,396 $1.71M 0.05% +17,473 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: 64,406 shares; 2024Q4: 69,889 shares; 2025Q1: 76,748 shares; 2025Q2: 71,396 shares; 2025Q3: 22,324 shares; 2025Q4: 17,019 shares 17,019 $1.7M 0.05% -5,305 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,580 shares; 2025Q1: 7,530 shares; 2025Q2: 7,419 shares; 2025Q3: 5,748 shares; 2025Q4: 8,060 shares 8,060 $1.59M 0.05% +2,312 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,932 shares; 2024Q4: 109,152 shares; 2025Q1: 115,062 shares; 2025Q2: 81,659 shares; 2025Q3: 80,385 shares; 2025Q4: 68,816 shares 68,816 $1.58M 0.05% -11,569 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: 3,663 shares; 2024Q4: 3,663 shares; 2025Q1: 5,677 shares; 2025Q2: 5,677 shares; 2025Q3: 5,636 shares; 2025Q4: 5,676 shares 5,676 $1.57M 0.04% +40 Timeline VWOB VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,581 shares; 2024Q4: 21,872 shares; 2025Q1: 26,781 shares; 2025Q2: 26,833 shares; 2025Q3: 22,418 shares; 2025Q4: 22,716 shares 22,716 $1.53M 0.04% +298 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: 2,284 shares; 2024Q4: 9,076 shares; 2025Q1: 9,202 shares; 2025Q2: 7,409 shares; 2025Q3: 5,447 shares; 2025Q4: 9,490 shares 9,490 $1.53M 0.04% +4,043 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: 26,249 shares; 2024Q4: 26,415 shares; 2025Q1: 16,542 shares; 2025Q2: 12,223 shares; 2025Q3: 11,323 shares; 2025Q4: 8,836 shares 8,836 $1.52M 0.04% -2,487 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,651 shares 11,651 $1.5M 0.04% new 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: 13,330 shares; 2024Q4: 12,246 shares; 2025Q1: 12,136 shares; 2025Q2: 8,340 shares; 2025Q3: 7,963 shares; 2025Q4: 8,743 shares 8,743 $1.5M 0.04% +780 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,783 shares; 2024Q4: 12,709 shares; 2025Q1: 9,414 shares; 2025Q2: 9,719 shares; 2025Q3: 9,852 shares; 2025Q4: 13,425 shares 13,425 $1.47M 0.04% +3,573 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: 6,653 shares; 2024Q4: 6,653 shares; 2025Q1: 4,689 shares; 2025Q2: 4,689 shares; 2025Q3: 4,689 shares; 2025Q4: 8,188 shares 8,188 $1.44M 0.04% +3,499 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: 68,338 shares; 2024Q4: 67,583 shares; 2025Q1: 66,986 shares; 2025Q2: 36,324 shares; 2025Q3: 17,065 shares; 2025Q4: 17,718 shares 17,718 $1.41M 0.04% +653 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: 4,301 shares; 2024Q4: 3,868 shares; 2025Q1: 4,111 shares; 2025Q2: 4,551 shares; 2025Q3: 4,551 shares; 2025Q4: 6,580 shares 6,580 $1.35M 0.04% +2,029 Timeline CORP PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,545 shares; 2024Q4: 9,423 shares; 2025Q1: 10,671 shares; 2025Q2: 10,444 shares; 2025Q3: 14,316 shares; 2025Q4: 13,523 shares 13,523 $1.32M 0.04% -793 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,477 shares; 2024Q4: 4,378 shares; 2025Q1: 2,241 shares; 2025Q2: 2,241 shares; 2025Q3: 1,959 shares; 2025Q4: 1,959 shares 1,959 $1.3M 0.04% 0 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: 15,866 shares; 2024Q4: 15,790 shares; 2025Q1: 13,113 shares; 2025Q2: 11,852 shares; 2025Q3: 8,246 shares; 2025Q4: 9,098 shares 9,098 $1.24M 0.04% +852 Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,873 shares; 2025Q1: 2,873 shares; 2025Q2: 2,873 shares; 2025Q3: 2,892 shares; 2025Q4: 2,873 shares 2,873 $1.2M 0.03% -19 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: 6,585 shares; 2025Q1: 6,593 shares; 2025Q2: 6,831 shares; 2025Q3: 6,762 shares; 2025Q4: 6,860 shares 6,860 $1.17M 0.03% +98 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: 2,770 shares; 2024Q4: 2,875 shares; 2025Q1: 2,638 shares; 2025Q2: 2,387 shares; 2025Q3: 2,343 shares; 2025Q4: 2,469 shares 2,469 $1.15M 0.03% +126 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,400 shares; 2024Q4: 14,640 shares; 2025Q1: 69,515 shares; 2025Q2: 82,940 shares; 2025Q3: 87,735 shares; 2025Q4: 40,750 shares 40,750 $1.15M 0.03% -46,985 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: 12,000 shares; 2024Q4: 12,000 shares; 2025Q1: 12,000 shares; 2025Q2: 12,000 shares; 2025Q3: 12,000 shares; 2025Q4: 12,000 shares 12,000 $1.14M 0.03% 0 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,471 shares; 2024Q4: 2,471 shares; 2025Q1: 2,471 shares; 2025Q2: 2,471 shares; 2025Q3: 2,450 shares; 2025Q4: 2,465 shares 2,465 $1.12M 0.03% +15 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 61 shares; 2025Q2: 61 shares; 2025Q3: 3,432 shares; 2025Q4: 4,090 shares 4,090 $1.05M 0.03% +658 Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,405 shares 20,405 $1.03M 0.03% new 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: 4,066 shares; 2024Q4: 4,415 shares; 2025Q1: 4,095 shares; 2025Q2: 3,450 shares; 2025Q3: 3,335 shares; 2025Q4: 3,002 shares 3,002 $1.02M 0.03% -333 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: 4,055 shares; 2024Q4: 20,275 shares; 2025Q1: 20,275 shares; 2025Q2: 20,275 shares; 2025Q3: 20,275 shares; 2025Q4: 20,275 shares 20,275 $1.01M 0.03% 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: 72,035 shares; 2024Q4: 12,037 shares; 2025Q1: 5,446 shares; 2025Q2: 5,265 shares; 2025Q3: 2,458 shares; 2025Q4: 2,130 shares 2,130 $992K 0.03% -328 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: 2,650 shares; 2024Q4: 2,647 shares; 2025Q1: 2,513 shares; 2025Q2: 2,965 shares; 2025Q3: 2,894 shares; 2025Q4: 3,199 shares 3,199 $986K 0.03% +305 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,365 shares; 2024Q4: 1,783 shares; 2025Q1: 3,298 shares; 2025Q2: 3,463 shares; 2025Q3: 3,613 shares; 2025Q4: 4,407 shares 4,407 $957K 0.03% +794 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,210 shares; 2025Q4: 2,262 shares 2,262 $891K 0.03% +52 Timeline POOL POOL CORP More: the full row for POOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,896 shares; 2025Q4: 3,896 shares 3,896 $890K 0.03% 0 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17 shares; 2024Q4: 17 shares; 2025Q1: 12,572 shares; 2025Q2: 12,457 shares; 2025Q3: 12,641 shares; 2025Q4: 21,588 shares 21,588 $868K 0.02% +8,947 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: 647 shares; 2024Q4: 545 shares; 2025Q1: 669 shares; 2025Q2: 617 shares; 2025Q3: 3,490 shares; 2025Q4: 1,091 shares 1,091 $836K 0.02% -2,399 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: 3,106 shares; 2024Q4: 3,106 shares; 2025Q1: 2,916 shares; 2025Q2: 2,724 shares; 2025Q3: 2,724 shares; 2025Q4: 3,120 shares 3,120 $819K 0.02% +396 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: 900 shares; 2024Q4: 1,600 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 2,600 shares; 2025Q4: 10,224 shares 10,224 $811K 0.02% +7,624 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: 4,713 shares; 2025Q2: 3,815 shares; 2025Q3: 3,685 shares; 2025Q4: 3,309 shares 3,309 $785K 0.02% -376 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,345 shares; 2024Q4: 12,512 shares; 2025Q1: 104 shares; 2025Q2: 104 shares; 2025Q3: 104 shares; 2025Q4: 12,024 shares 12,024 $784K 0.02% +11,920 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: 1,733 shares; 2024Q4: 1,678 shares; 2025Q1: 1,738 shares; 2025Q2: 645 shares; 2025Q3: 866 shares; 2025Q4: 1,000 shares 1,000 $772K 0.02% +134 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: 320 shares; 2024Q4: 206 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,864 shares; 2025Q4: 18,939 shares 18,939 $771K 0.02% +17,075 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,466 shares; 2024Q4: 43,509 shares; 2025Q1: 12,164 shares; 2025Q2: 27,553 shares; 2025Q3: 27,908 shares; 2025Q4: 31,454 shares 31,454 $767K 0.02% +3,546 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: 2,030 shares; 2024Q4: 3,980 shares; 2025Q1: 202,255 shares; 2025Q2: 1,950 shares; 2025Q3: 9,090 shares; 2025Q4: 13,485 shares 13,485 $742K 0.02% +4,395 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: 835 shares; 2024Q4: 1,034 shares; 2025Q1: 1,034 shares; 2025Q2: 975 shares; 2025Q3: 975 shares; 2025Q4: 1,926 shares 1,926 $738K 0.02% +951 Timeline VTC VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,745 shares; 2024Q4: 9,389 shares; 2025Q1: 9,486 shares; 2025Q2: 9,307 shares; 2025Q3: 9,535 shares; 2025Q4: 9,498 shares 9,498 $737K 0.02% -37 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,060 shares; 2024Q4: 16,163 shares; 2025Q1: 19,702 shares; 2025Q2: 19,223 shares; 2025Q3: 20,077 shares; 2025Q4: 20,338 shares 20,338 $688K 0.02% +261 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,130 shares 9,130 $673K 0.02% new Timeline DB DEUTSCHE BK AG More: the full row for DEUTSCHE BK AG 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: 17,000 shares; 2025Q4: 17,000 shares 17,000 $662K 0.02% 0 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: 982 shares; 2024Q4: 982 shares; 2025Q1: 1,397 shares; 2025Q2: 1,422 shares; 2025Q3: 1,402 shares; 2025Q4: 1,290 shares 1,290 $658K 0.02% -112 Timeline SCI SERVICE CORP INTL More: the full row for SERVICE CORP INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,955 shares; 2024Q4: 20,182 shares; 2025Q1: 27,950 shares; 2025Q2: 27,620 shares; 2025Q3: 27,460 shares; 2025Q4: 8,363 shares 8,363 $652K 0.02% -19,097 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 800 shares; 2024Q4: 800 shares; 2025Q1: not reported; 2025Q2: 2,678 shares; 2025Q3: 5,553 shares; 2025Q4: 5,002 shares 5,002 $639K 0.02% -551 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: 2,985 shares; 2024Q4: 4,019 shares; 2025Q1: 3,632 shares; 2025Q2: 3,100 shares; 2025Q3: 3,258 shares; 2025Q4: 2,984 shares 2,984 $606K 0.02% -274 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 330 shares; 2024Q4: 330 shares; 2025Q1: 330 shares; 2025Q2: 330 shares; 2025Q3: 1,088 shares; 2025Q4: 10,248 shares 10,248 $590K 0.02% +9,160 Timeline EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,347 shares; 2024Q4: 18,291 shares; 2025Q1: 14,240 shares; 2025Q2: 15,175 shares; 2025Q3: 6,054 shares; 2025Q4: 5,523 shares 5,523 $578K 0.02% -531 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,172 shares; 2024Q4: 39,948 shares; 2025Q1: 26,101 shares; 2025Q2: 26,361 shares; 2025Q3: 15,996 shares; 2025Q4: 12,161 shares 12,161 $568K 0.02% -3,835 Timeline IHAK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,280 shares; 2024Q4: 10,150 shares; 2025Q1: 9,757 shares; 2025Q2: 10,387 shares; 2025Q3: 11,195 shares; 2025Q4: 11,356 shares 11,356 $546K 0.02% +161 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,100 shares 5,100 $514K 0.01% new 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: 36,983 shares; 2024Q4: 29,274 shares; 2025Q1: 37,477 shares; 2025Q2: 40,341 shares; 2025Q3: 26,255 shares; 2025Q4: 7,869 shares 7,869 $501K 0.01% -18,386 Timeline EDIV SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,856 shares; 2024Q4: 32,759 shares; 2025Q1: 32,058 shares; 2025Q2: 34,249 shares; 2025Q3: 18,255 shares; 2025Q4: 12,726 shares 12,726 $498K 0.01% -5,529 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,968 shares; 2024Q4: 4,000 shares; 2025Q1: 2,971 shares; 2025Q2: 2,831 shares; 2025Q3: 5,297 shares; 2025Q4: 4,805 shares 4,805 $498K 0.01% -492 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,505 shares 13,505 $492K 0.01% new Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,120 shares 7,120 $478K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,048 shares 10,048 $403K 0.01% new Timeline JD JD.COM INC More: the full row for JD.COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,504 shares; 2024Q4: 8,504 shares; 2025Q1: 8,504 shares; 2025Q2: 8,504 shares; 2025Q3: 81,804 shares; 2025Q4: 13,304 shares 13,304 $382K 0.01% -68,500 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: 850 shares; 2024Q4: 850 shares; 2025Q1: 51,861 shares; 2025Q2: 72,184 shares; 2025Q3: 77,384 shares; 2025Q4: 3,280 shares 3,280 $381K 0.01% -74,104 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,841 shares; 2024Q4: 2,220 shares; 2025Q1: 2,363 shares; 2025Q2: 2,230 shares; 2025Q3: 2,963 shares; 2025Q4: 2,222 shares 2,222 $372K 0.01% -741 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: 265 shares; 2024Q4: 265 shares; 2025Q1: 70,617 shares; 2025Q2: 82,025 shares; 2025Q3: 92,510 shares; 2025Q4: 3,383 shares 3,383 $369K 0.01% -89,127 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,696 shares 3,696 $349K 0.01% new 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: 8,934 shares; 2024Q4: 4,965 shares; 2025Q1: 4,324 shares; 2025Q2: 3,979 shares; 2025Q3: 2,345 shares; 2025Q4: 2,423 shares 2,423 $343K 0.01% +78 Timeline XPEV XPENG INC More: the full row for XPENG 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: 14,750 shares; 2025Q4: 16,350 shares 16,350 $332K 0.01% +1,600 Timeline TME TENCENT MUSIC ENTMT GROUP More: the full row for TENCENT MUSIC ENTMT GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,935 shares; 2024Q4: 58,066 shares; 2025Q1: 3,900 shares; 2025Q2: 3,900 shares; 2025Q3: 3,900 shares; 2025Q4: 18,878 shares 18,878 $331K 0.01% +14,978 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,688 shares; 2024Q4: 1,688 shares; 2025Q1: 1,688 shares; 2025Q2: 1,688 shares; 2025Q3: 1,688 shares; 2025Q4: 1,688 shares 1,688 $312K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,100 shares 17,100 $305K 0.01% new Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,700 shares; 2024Q4: 7,922 shares; 2025Q1: 238 shares; 2025Q2: 238 shares; 2025Q3: 5,758 shares; 2025Q4: 2,798 shares 2,798 $274K 0.01% -2,960 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: 21,659 shares; 2024Q4: 23,812 shares; 2025Q1: 4,400 shares; 2025Q2: 4,100 shares; 2025Q3: 3,350 shares; 2025Q4: 3,250 shares 3,250 $274K 0.01% -100 Timeline TEVA TEVA PHARMACEUTICAL INDS LTD More: the full row for TEVA PHARMACEUTICAL INDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,918 shares; 2024Q4: 12,655 shares; 2025Q1: 9,486 shares; 2025Q2: 8,461 shares; 2025Q3: 8,461 shares; 2025Q4: 8,461 shares 8,461 $264K 0.01% 0 Timeline PDD PDD HOLDINGS INC More: the full row for PDD HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,500 shares; 2024Q4: 3,500 shares; 2025Q1: not reported; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 2,300 shares 2,300 $261K 0.01% +800 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,041 shares; 2024Q4: 1,895 shares; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,400 shares; 2025Q4: 700 shares 700 $258K 0.01% -700 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: 12,150 shares; 2024Q4: 11,468 shares; 2025Q1: 305 shares; 2025Q2: 716 shares; 2025Q3: 716 shares; 2025Q4: 716 shares 716 $251K 0.01% 0 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 560 shares; 2025Q2: 37,955 shares; 2025Q3: not reported; 2025Q4: 610 shares 610 $228K 0.01% new 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: 7,420 shares; 2024Q4: 7,392 shares; 2025Q1: 5,578 shares; 2025Q2: 3,727 shares; 2025Q3: 1,665 shares; 2025Q4: 1,665 shares 1,665 $227K 0.01% 0 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: 2,474 shares; 2024Q4: 20,664 shares; 2025Q1: 3,344 shares; 2025Q2: 1,445 shares; 2025Q3: 844 shares; 2025Q4: 499 shares 499 $224K 0.01% -345 Timeline FLS FLOWSERVE CORP More: the full row for FLOWSERVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,131 shares 3,131 $217K 0.01% new Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,517 shares; 2024Q4: 2,856 shares; 2025Q1: 2,337 shares; 2025Q2: 710 shares; 2025Q3: 710 shares; 2025Q4: 780 shares 780 $204K 0.01% +70 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: 8,993 shares; 2024Q4: 7,636 shares; 2025Q1: 1,125 shares; 2025Q2: 3,353 shares; 2025Q3: 2,228 shares; 2025Q4: 2,539 shares 2,539 $196K 0.01% +311 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,340 shares; 2024Q4: 1,283 shares; 2025Q1: 911 shares; 2025Q2: 911 shares; 2025Q3: 911 shares; 2025Q4: 911 shares 911 $189K 0.01% 0 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,821 shares; 2025Q1: 2,554 shares; 2025Q2: 3,243 shares; 2025Q3: 3,243 shares; 2025Q4: 295 shares 295 $186K 0.01% -2,948 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: 5,827 shares; 2024Q4: 6,575 shares; 2025Q1: 8,433 shares; 2025Q2: 1,556 shares; 2025Q3: 985 shares; 2025Q4: 585 shares 585 $183K 0.01% -400 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: 1,911 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 265 shares 265 $180K 0.01% new Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,850 shares; 2024Q4: 12,968 shares; 2025Q1: 12,628 shares; 2025Q2: 8,000 shares; 2025Q3: 2,908 shares; 2025Q4: 2,908 shares 2,908 $179K 0.01% 0 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: 4,025 shares; 2024Q4: 4,025 shares; 2025Q1: 3,675 shares; 2025Q2: 5,235 shares; 2025Q3: 1,975 shares; 2025Q4: 1,975 shares 1,975 $169K <0.01% 0 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: 20 shares; 2024Q4: 20 shares; 2025Q1: 40 shares; 2025Q2: 40 shares; 2025Q3: 558 shares; 2025Q4: 565 shares 565 $163K <0.01% +7 Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 453 shares 453 $162K <0.01% new 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: 330 shares; 2024Q4: 330 shares; 2025Q1: 235 shares; 2025Q2: 0 shares; 2025Q3: 235 shares; 2025Q4: 235 shares 235 $161K <0.01% 0 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,338 shares; 2024Q4: 19,391 shares; 2025Q1: 65,639 shares; 2025Q2: 64,323 shares; 2025Q3: 57,429 shares; 2025Q4: 2,916 shares 2,916 $159K <0.01% -54,513 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,136 shares; 2025Q4: 2,700 shares 2,700 $158K <0.01% +564 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 0 shares; 2025Q4: 0 shares 0 $157K <0.01% 0 Amount filed as zero, left out of ratios. Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 651 shares; 2025Q3: 651 shares; 2025Q4: 651 shares 651 $150K <0.01% 0 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 729 shares 729 $150K <0.01% new 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: 165 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: not reported; 2025Q4: 480 shares 480 $142K <0.01% new Timeline STLA STELLANTIS N.V More: the full row for STELLANTIS N.V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 450,267 shares; 2025Q2: 312,000 shares; 2025Q3: 12,000 shares; 2025Q4: 12,000 shares 12,000 $133K <0.01% 0 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: 204,429 shares; 2024Q4: 203,451 shares; 2025Q1: 201,505 shares; 2025Q2: 170,246 shares; 2025Q3: 2,860 shares; 2025Q4: 3,359 shares 3,359 $124K <0.01% +499 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: 700 shares; 2024Q4: 804 shares; 2025Q1: 874 shares; 2025Q2: 804 shares; 2025Q3: 804 shares; 2025Q4: 700 shares 700 $123K <0.01% -104 Timeline MRNA MODERNA INC More: the full row for MODERNA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 385 shares; 2024Q4: 600 shares; 2025Q1: 3,800 shares; 2025Q2: 3,800 shares; 2025Q3: 3,800 shares; 2025Q4: 3,800 shares 3,800 $112K <0.01% 0 Timeline ENPH ENPHASE ENERGY INC More: the full row for ENPHASE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,721 shares; 2024Q4: 4,456 shares; 2025Q1: 4,046 shares; 2025Q2: 3,877 shares; 2025Q3: 3,877 shares; 2025Q4: 3,457 shares 3,457 $111K <0.01% -420 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,135 shares; 2024Q4: 6,135 shares; 2025Q1: 5,550 shares; 2025Q2: 4,050 shares; 2025Q3: 5,853 shares; 2025Q4: 4,503 shares 4,503 $109K <0.01% -1,350 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 375 shares 375 $96.5K <0.01% new Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 600 shares; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 600 shares 600 $96.2K <0.01% 0 Timeline IMO IMPERIAL OIL LTD More: the full row for IMPERIAL OIL 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: 3,300 shares; 2025Q3: 1,700 shares; 2025Q4: 1,100 shares 1,100 $94.8K <0.01% -600 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 591 shares; 2024Q4: 735 shares; 2025Q1: 736 shares; 2025Q2: 735 shares; 2025Q3: 645 shares; 2025Q4: 645 shares 645 $87.5K <0.01% 0 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: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares 400 $85.6K <0.01% 0 Timeline GRAB GRAB HOLDINGS LIMITED More: the full row for GRAB HOLDINGS LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,513 shares; 2025Q4: 16,513 shares 16,513 $82.4K <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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 245 shares 245 $79.3K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,500 shares 5,500 $72.2K <0.01% new 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: 1,330 shares; 2024Q4: 250 shares; 2025Q1: 900 shares; 2025Q2: 900 shares; 2025Q3: 900 shares; 2025Q4: 900 shares 900 $72K <0.01% 0 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: 1,039 shares; 2024Q4: 1,330 shares; 2025Q1: 1,165 shares; 2025Q2: 232 shares; 2025Q3: 102 shares; 2025Q4: 102 shares 102 $61.7K <0.01% 0 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 189 shares 189 $61.2K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 741 shares 741 $60.7K <0.01% new Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,965 shares; 2024Q4: 1,965 shares; 2025Q1: 1,976 shares; 2025Q2: 1,965 shares; 2025Q3: 1,965 shares; 2025Q4: 1,965 shares 1,965 $60K <0.01% 0 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12 shares; 2025Q3: 24 shares; 2025Q4: 24 shares 24 $51.6K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: 109 shares; 2025Q2: 109 shares; 2025Q3: 109 shares; 2025Q4: 641 shares 641 $50.8K <0.01% +532 Timeline PBR PETROLEO BRASILEIRO S A More: the full row for PETROLEO BRASILEIRO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,905 shares; 2024Q4: 1,905 shares; 2025Q1: 1,240 shares; 2025Q2: 1,240 shares; 2025Q3: 4,240 shares; 2025Q4: 4,240 shares 4,240 $50.2K <0.01% 0 Timeline SMCI SUPER MICRO COMPUTER INC More: the full row for SUPER MICRO COMPUTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,600 shares 1,600 $46.8K <0.01% new Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 352 shares; 2024Q4: 240 shares; 2025Q1: 240 shares; 2025Q2: 240 shares; 2025Q3: 240 shares; 2025Q4: 240 shares 240 $46.6K <0.01% 0 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 195 shares; 2025Q1: 195 shares; 2025Q2: 195 shares; 2025Q3: 195 shares; 2025Q4: 195 shares 195 $45.1K <0.01% 0 Timeline GAM GENERAL AMERN INVS CO INC More: the full row for GENERAL AMERN INVS CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 750 shares; 2024Q4: 750 shares; 2025Q1: 750 shares; 2025Q2: 750 shares; 2025Q3: 750 shares; 2025Q4: 750 shares 750 $44K <0.01% 0 Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 425 shares; 2025Q1: not reported; 2025Q2: 241 shares; 2025Q3: 241 shares; 2025Q4: 1,052 shares 1,052 $39.9K <0.01% +811 Timeline MANH MANHATTAN ASSOCIATES INC More: the full row for MANHATTAN ASSOCIATES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 225 shares 225 $39K <0.01% new Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 139 shares; 2024Q4: 75 shares; 2025Q1: 75 shares; 2025Q2: 175 shares; 2025Q3: 225 shares; 2025Q4: 225 shares 225 $38.1K <0.01% 0 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: 630 shares; 2024Q4: 630 shares; 2025Q1: 630 shares; 2025Q2: 765 shares; 2025Q3: 765 shares; 2025Q4: 630 shares 630 $36.3K <0.01% -135 Timeline SPCE VIRGIN GALACTIC HOLDINGS INC More: the full row for VIRGIN GALACTIC HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,710 shares; 2025Q2: 9,710 shares; 2025Q3: 9,710 shares; 2025Q4: 9,710 shares 9,710 $32K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares 100 $28.9K <0.01% 0 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,058 shares; 2024Q4: 1,058 shares; 2025Q1: 733 shares; 2025Q2: 733 shares; 2025Q3: 408 shares; 2025Q4: 408 shares 408 $28.3K <0.01% 0 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: 1,600 shares 1,600 $26.9K <0.01% new Timeline TELFY TELEFONICA SA-SPON ADR More: the full row for TELEFONICA SA-SPON ADR 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: 0 shares; 2025Q4: 0 shares 0 $26.7K <0.01% 0 Amount filed as zero, left out of ratios. Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 305 shares; 2024Q4: 361 shares; 2025Q1: 261 shares; 2025Q2: 1,348 shares; 2025Q3: 1,160 shares; 2025Q4: 325 shares 325 $26.7K <0.01% -835 Timeline WB WEIBO CORP More: the full row for WEIBO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,431 shares; 2024Q4: 2,431 shares; 2025Q1: 2,431 shares; 2025Q2: 2,431 shares; 2025Q3: 2,431 shares; 2025Q4: 2,431 shares 2,431 $24.8K <0.01% 0 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 490 shares; 2024Q4: 290 shares; 2025Q1: 290 shares; 2025Q2: 290 shares; 2025Q3: 290 shares; 2025Q4: 290 shares 290 $24.1K <0.01% 0 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 600 shares; 2025Q4: 600 shares 600 $22K <0.01% 0 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: 20 shares; 2024Q4: 149 shares; 2025Q1: 149 shares; 2025Q2: 156 shares; 2025Q3: 20 shares; 2025Q4: 20 shares 20 $21.4K <0.01% 0 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1 shares; 2025Q2: 120 shares; 2025Q3: 120 shares; 2025Q4: 120 shares 120 $18.2K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 205 shares 205 $17.6K <0.01% new Timeline GFI GOLD FIELDS LTD More: the full row for GOLD FIELDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 398 shares; 2024Q4: 398 shares; 2025Q1: 398 shares; 2025Q2: 398 shares; 2025Q3: 398 shares; 2025Q4: 398 shares 398 $17.4K <0.01% 0 Timeline NTES NETEASE COM INC More: the full row for NETEASE COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 120 shares; 2024Q4: 60 shares; 2025Q1: 120 shares; 2025Q2: 120 shares; 2025Q3: 120 shares; 2025Q4: 120 shares 120 $16.5K <0.01% 0 Timeline PINS PINTEREST INC More: the full row for PINTEREST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 625 shares; 2024Q4: 4,825 shares; 2025Q1: 625 shares; 2025Q2: 625 shares; 2025Q3: 625 shares; 2025Q4: 625 shares 625 $16.2K <0.01% 0 Timeline SWKS SKYWORKS SOLUTIONS INC More: the full row for SKYWORKS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 250 shares; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 250 shares; 2025Q3: 250 shares; 2025Q4: 250 shares 250 $15.9K <0.01% 0 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: 192 shares; 2024Q4: not reported; 2025Q1: 1 shares; 2025Q2: 80 shares; 2025Q3: 80 shares; 2025Q4: 80 shares 80 $15.2K <0.01% 0 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: 222 shares; 2024Q4: 172 shares; 2025Q1: 172 shares; 2025Q2: 172 shares; 2025Q3: 172 shares; 2025Q4: 172 shares 172 $15K <0.01% 0 Timeline CLH CLEAN HARBORS INC More: the full row for CLEAN HARBORS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,239 shares; 2024Q4: 8,239 shares; 2025Q1: 8,221 shares; 2025Q2: 8,221 shares; 2025Q3: 8,153 shares; 2025Q4: 60 shares 60 $14.1K <0.01% -8,093 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: 40,342 shares; 2024Q4: 46,066 shares; 2025Q1: 3,015 shares; 2025Q2: 85 shares; 2025Q3: 85 shares; 2025Q4: 85 shares 85 $13.8K <0.01% 0 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: 1,048 shares; 2024Q4: 983 shares; 2025Q1: 250 shares; 2025Q2: 441 shares; 2025Q3: 441 shares; 2025Q4: 88 shares 88 $13.4K <0.01% -353 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23 shares 23 $13.1K <0.01% new Timeline XLP 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: 6,274 shares; 2024Q4: 6,087 shares; 2025Q1: 5,414 shares; 2025Q2: 5,491 shares; 2025Q3: 3,030 shares; 2025Q4: 167 shares 167 $13K <0.01% -2,863 Timeline OSPN ONESPAN INC More: the full row for ONESPAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares 1,000 $12.8K <0.01% 0 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 65 shares 65 $12.6K <0.01% new Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 75 shares 75 $12.2K <0.01% new Timeline MUX MCEWEN INC. More: the full row for MCEWEN INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 246 shares; 2024Q4: 650 shares; 2025Q1: 1,450 shares; 2025Q2: 650 shares; 2025Q3: 650 shares; 2025Q4: 650 shares 650 $12K <0.01% 0 Timeline NIO NIO INC More: the full row for NIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 150 shares; 2024Q4: 5,435 shares; 2025Q1: 150 shares; 2025Q2: 150 shares; 2025Q3: 2,150 shares; 2025Q4: 2,150 shares 2,150 $11K <0.01% 0 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 92 shares; 2025Q2: 92 shares; 2025Q3: 92 shares; 2025Q4: 92 shares 92 $10.3K <0.01% 0 Timeline PLNT PLANET FITNESS MASTER ISSUER More: the full row for PLANET FITNESS MASTER ISSUER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,044 shares; 2025Q1: 13,044 shares; 2025Q2: 13,044 shares; 2025Q3: 12,932 shares; 2025Q4: 90 shares 90 $9.76K <0.01% -12,842 Timeline KGC KINROSS GOLD CORP More: the full row for KINROSS GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 419 shares; 2024Q4: 340 shares; 2025Q1: 340 shares; 2025Q2: 340 shares; 2025Q3: 340 shares; 2025Q4: 340 shares 340 $9.55K <0.01% 0 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: 912 shares; 2024Q4: 987 shares; 2025Q1: 695 shares; 2025Q2: 220 shares; 2025Q3: 220 shares; 2025Q4: 46 shares 46 $9.4K <0.01% -174 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 75 shares; 2025Q4: 75 shares 75 $8.79K <0.01% 0 Timeline BNTX BIONTECH SE More: the full row for BIONTECH SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90 shares; 2024Q4: 90 shares; 2025Q1: 90 shares; 2025Q2: 90 shares; 2025Q3: 90 shares; 2025Q4: 90 shares 90 $8.57K <0.01% 0 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: 9,824 shares; 2024Q4: 9,824 shares; 2025Q1: 9,824 shares; 2025Q2: 9,824 shares; 2025Q3: 9,741 shares; 2025Q4: 75 shares 75 $8.27K <0.01% -9,666 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: not reported; 2024Q4: not reported; 2025Q1: 1 shares; 2025Q2: 0 shares; 2025Q3: 0 shares; 2025Q4: 0 shares 0 $7.61K <0.01% 0 Amount filed as zero, left out of ratios. 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 125 shares 125 $7.5K <0.01% new Timeline CMA COMERICA INC More: the full row for COMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 80 shares 80 $6.96K <0.01% new Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 60 shares 60 $6.23K <0.01% new Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,268 shares; 2024Q4: 23,081 shares; 2025Q1: 30,661 shares; 2025Q2: 29,309 shares; 2025Q3: 398 shares; 2025Q4: 29 shares 29 $5.34K <0.01% -369 Timeline VEON VEON LTD More: the full row for VEON LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 260 shares; 2024Q4: 260 shares; 2025Q1: 260 shares; 2025Q2: 260 shares; 2025Q3: 100 shares; 2025Q4: 100 shares 100 $5.26K <0.01% 0 Timeline ARMK ARAMARK More: the full row for ARAMARK 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: 140 shares 140 $5.16K <0.01% new Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 100 shares 100 $4.88K <0.01% new Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40 shares; 2024Q4: 12,159 shares; 2025Q1: 12,120 shares; 2025Q2: 40 shares; 2025Q3: 40 shares; 2025Q4: 40 shares 40 $4.05K <0.01% 0 Timeline DDD 3D SYS CORP DEL More: the full row for 3D SYS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares 2,000 $3.54K <0.01% 0 Timeline GT GOODYEAR TIRE & RUBR CO More: the full row for GOODYEAR TIRE & RUBR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 400 shares; 2024Q4: 400 shares; 2025Q1: 2,300 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares 400 $3.5K <0.01% 0 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,330 shares; 2024Q4: 4,004 shares; 2025Q1: 3,740 shares; 2025Q2: 333 shares; 2025Q3: 227 shares; 2025Q4: 268 shares 268 $3.34K <0.01% +41 Timeline IQ IQIYI INC More: the full row for IQIYI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,450 shares; 2024Q4: 1,450 shares; 2025Q1: 1,450 shares; 2025Q2: 1,450 shares; 2025Q3: 1,450 shares; 2025Q4: 1,450 shares 1,450 $2.78K <0.01% 0 Timeline LCID LUCID GROUP INC More: the full row for LUCID GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 150 shares; 2025Q4: 150 shares 150 $1.59K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14 shares 14 $1.49K <0.01% new Timeline OGN ORGANON & CO More: the full row for ORGANON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95 shares; 2024Q4: 95 shares; 2025Q1: 95 shares; 2025Q2: 95 shares; 2025Q3: 185 shares; 2025Q4: 185 shares 185 $1.32K <0.01% 0 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17 shares; 2024Q4: 17 shares; 2025Q1: 1 shares; 2025Q2: 17 shares; 2025Q3: 17 shares; 2025Q4: 17 shares 17 $1.14K <0.01% 0 Timeline TDOC TELADOC HEALTH INC More: the full row for TELADOC HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 140 shares; 2024Q4: 1,000 shares; 2025Q1: 1 shares; 2025Q2: 120 shares; 2025Q3: 120 shares; 2025Q4: 120 shares 120 $838 <0.01% 0 Timeline BYND BEYOND MEAT INC More: the full row for BEYOND MEAT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 910 shares; 2024Q4: 910 shares; 2025Q1: 910 shares; 2025Q2: 910 shares; 2025Q3: 910 shares; 2025Q4: 910 shares 910 $771 <0.01% 0 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8 shares 8 $671 <0.01% new Timeline CC CHEMOURS CO More: the full row for CHEMOURS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37 shares; 2024Q4: not reported; 2025Q1: 1 shares; 2025Q2: 37 shares; 2025Q3: 37 shares; 2025Q4: 37 shares 37 $436 <0.01% 0 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17 shares; 2024Q4: 0 shares; 2025Q1: 27 shares; 2025Q2: 17 shares; 2025Q3: 17 shares; 2025Q4: 17 shares 17 $399 <0.01% 0 Timeline VEGI 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: 12,748 shares; 2024Q4: 12,712 shares; 2025Q1: 12,322 shares; 2025Q2: 13,007 shares; 2025Q3: 8 shares; 2025Q4: 8 shares 8 $309 <0.01% 0 Timeline PLUG PLUG PWR INC More: the full row for PLUG PWR 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: 120 shares; 2025Q3: 120 shares; 2025Q4: 120 shares 120 $236 <0.01% 0 Timeline CRON CRONOS GROUP INC More: the full row for CRONOS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 62 shares 62 $162 <0.01% new Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares 1 $97 <0.01% 0 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110,481 shares; 2024Q4: 64,615 shares; 2025Q1: 330,614 shares; 2025Q2: 134,712 shares; 2025Q3: 508,581 shares; 2025Q4: 1 shares 1 $84 <0.01% -508,580 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares 1 $80 <0.01% 0 Timeline VCLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,754 shares; 2024Q4: 1 shares; 2025Q1: 4,494 shares; 2025Q2: 118,378 shares; 2025Q3: 1,257 shares; 2025Q4: 1 shares 1 $76 <0.01% -1,256 Timeline FTH FAETH THERAPEUTICS INC More: the full row for FAETH THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7 shares 7 $59 <0.01% new Timeline CNDT CONDUENT INC More: the full row for CONDUENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10 shares; 2024Q4: not reported; 2025Q1: 1 shares; 2025Q2: 10 shares; 2025Q3: 10 shares; 2025Q4: 10 shares 10 $19 <0.01% 0 Timeline EBON EBANG INTL HLDGS INC More: the full row for EBANG INTL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3 shares; 2024Q4: 3 shares; 2025Q1: 1 shares; 2025Q2: 3 shares; 2025Q3: 3 shares; 2025Q4: 3 shares 3 $9 <0.01% 0 Timeline CGC CANOPY GROWTH CORPORATION More: the full row for CANOPY GROWTH CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2 shares 2 $2 <0.01% new Timeline