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: 1,231,925 shares; 2024Q4: 1,186,081 shares; 2025Q1: 1,176,983 shares; 2025Q2: 1,149,957 shares; 2025Q3: 1,128,379 shares; 2025Q4: 1,115,635 shares 1,115,635 $208M 6.74% -12,744 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: 643,882 shares; 2024Q4: 631,429 shares; 2025Q1: 622,396 shares; 2025Q2: 605,338 shares; 2025Q3: 612,628 shares; 2025Q4: 652,301 shares 652,301 $177M 5.75% +39,673 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: 335,156 shares; 2024Q4: 327,895 shares; 2025Q1: 324,854 shares; 2025Q2: 332,197 shares; 2025Q3: 341,344 shares; 2025Q4: 339,716 shares 339,716 $164M 5.32% -1,628 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: 493,130 shares; 2024Q4: 491,097 shares; 2025Q1: 467,771 shares; 2025Q2: 448,732 shares; 2025Q3: 449,133 shares; 2025Q4: 449,558 shares 449,558 $104M 3.36% +425 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: 331,800 shares; 2024Q4: 333,520 shares; 2025Q1: 330,232 shares; 2025Q2: 306,384 shares; 2025Q3: 308,934 shares; 2025Q4: 312,330 shares 312,330 $97.8M 3.17% +3,396 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: 254,890 shares; 2024Q4: 245,404 shares; 2025Q1: 248,050 shares; 2025Q2: 242,446 shares; 2025Q3: 240,546 shares; 2025Q4: 236,820 shares 236,820 $82M 2.66% -3,726 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: 128,795 shares; 2024Q4: 128,220 shares; 2025Q1: 127,942 shares; 2025Q2: 113,217 shares; 2025Q3: 113,558 shares; 2025Q4: 109,769 shares 109,769 $72.5M 2.35% -3,789 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: 200,068 shares; 2024Q4: 195,561 shares; 2025Q1: 189,649 shares; 2025Q2: 188,409 shares; 2025Q3: 187,573 shares; 2025Q4: 182,239 shares 182,239 $58.7M 1.9% -5,334 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 277,501 shares; 2024Q4: 184,870 shares; 2025Q1: 137,735 shares; 2025Q2: 134,846 shares; 2025Q3: 126,835 shares; 2025Q4: 86,770 shares 86,770 $58.5M 1.89% -40,065 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: 210,365 shares; 2024Q4: 211,036 shares; 2025Q1: 198,163 shares; 2025Q2: 157,278 shares; 2025Q3: 161,963 shares; 2025Q4: 162,142 shares 162,142 $50.9M 1.65% +179 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: 238,967 shares; 2024Q4: 228,716 shares; 2025Q1: 232,403 shares; 2025Q2: 209,345 shares; 2025Q3: 213,535 shares; 2025Q4: 172,987 shares 172,987 $49.4M 1.6% -40,548 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: 412,375 shares; 2024Q4: 387,167 shares; 2025Q1: 381,813 shares; 2025Q2: 385,724 shares; 2025Q3: 385,093 shares; 2025Q4: 382,076 shares 382,076 $46M 1.49% -3,017 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: 55,614 shares; 2024Q4: 52,055 shares; 2025Q1: 50,323 shares; 2025Q2: 47,653 shares; 2025Q3: 41,752 shares; 2025Q4: 41,784 shares 41,784 $44.9M 1.46% +32 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: 384,810 shares; 2024Q4: 361,543 shares; 2025Q1: 350,162 shares; 2025Q2: 263,188 shares; 2025Q3: 234,196 shares; 2025Q4: 216,363 shares 216,363 $44.4M 1.44% -17,833 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 262,117 shares; 2025Q4: 243,366 shares 243,366 $41.9M 1.36% -18,751 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: 470,591 shares; 2024Q4: 385,450 shares; 2025Q1: 398,544 shares; 2025Q2: 407,002 shares; 2025Q3: 295,042 shares; 2025Q4: 257,546 shares 257,546 $41.7M 1.35% -37,496 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: 253,734 shares; 2024Q4: 248,374 shares; 2025Q1: 234,401 shares; 2025Q2: 227,852 shares; 2025Q3: 227,012 shares; 2025Q4: 224,153 shares 224,153 $41.6M 1.35% -2,859 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 92,957 shares; 2025Q4: 108,756 shares 108,756 $40.1M 1.3% +15,799 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: 138,158 shares; 2024Q4: 132,691 shares; 2025Q1: 128,087 shares; 2025Q2: 104,423 shares; 2025Q3: 108,983 shares; 2025Q4: 110,391 shares 110,391 $37.6M 1.22% +1,408 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: 225,269 shares; 2024Q4: 233,355 shares; 2025Q1: 229,556 shares; 2025Q2: 235,133 shares; 2025Q3: 242,071 shares; 2025Q4: 242,096 shares 242,096 $37.2M 1.21% +25 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: 386,865 shares; 2024Q4: 409,900 shares; 2025Q1: 417,280 shares; 2025Q2: 385,174 shares; 2025Q3: 382,147 shares; 2025Q4: 394,162 shares 394,162 $36.7M 1.19% +12,015 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: 77,190 shares; 2024Q4: 76,325 shares; 2025Q1: 78,220 shares; 2025Q2: 78,937 shares; 2025Q3: 77,610 shares; 2025Q4: 72,789 shares 72,789 $36.6M 1.19% -4,821 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 389,021 shares; 2024Q4: 388,436 shares; 2025Q1: 387,410 shares; 2025Q2: 382,314 shares; 2025Q3: 376,754 shares; 2025Q4: 375,659 shares 375,659 $36.5M 1.18% -1,095 Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 313,280 shares; 2025Q3: 271,670 shares; 2025Q4: 243,875 shares 243,875 $35.1M 1.14% -27,795 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: 66,376 shares; 2024Q4: 65,749 shares; 2025Q1: 64,345 shares; 2025Q2: 61,721 shares; 2025Q3: 61,687 shares; 2025Q4: 61,437 shares 61,437 $35.1M 1.14% -250 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 176,278 shares; 2025Q2: 185,676 shares; 2025Q3: 183,501 shares; 2025Q4: 190,994 shares 190,994 $35M 1.14% +7,493 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 111,868 shares; 2024Q4: 112,216 shares; 2025Q1: 119,652 shares; 2025Q2: 118,663 shares; 2025Q3: 118,404 shares; 2025Q4: 117,164 shares 117,164 $34M 1.1% -1,240 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: 116,632 shares; 2024Q4: 109,385 shares; 2025Q1: 102,357 shares; 2025Q2: 88,467 shares; 2025Q3: 82,342 shares; 2025Q4: 76,939 shares 76,939 $32.5M 1.05% -5,403 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: 2,580 shares; 2024Q4: 2,580 shares; 2025Q1: 2,400 shares; 2025Q2: not reported; 2025Q3: 135,445 shares; 2025Q4: 148,856 shares 148,856 $30.8M 1% +13,411 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: 6,889 shares; 2024Q4: 6,689 shares; 2025Q1: 7,646 shares; 2025Q2: 19,508 shares; 2025Q3: 31,162 shares; 2025Q4: 34,208 shares 34,208 $30.1M 0.97% +3,046 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: 46,451 shares; 2024Q4: 38,755 shares; 2025Q1: 35,962 shares; 2025Q2: 35,708 shares; 2025Q3: 35,396 shares; 2025Q4: 35,933 shares 35,933 $29.5M 0.96% +537 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 190,991 shares; 2024Q4: 360,502 shares; 2025Q1: 320,356 shares; 2025Q2: 318,754 shares; 2025Q3: 318,469 shares; 2025Q4: 316,613 shares 316,613 $29.3M 0.95% -1,856 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: 120,393 shares; 2024Q4: 142,596 shares; 2025Q1: 159,356 shares; 2025Q2: 162,352 shares; 2025Q3: 160,722 shares; 2025Q4: 182,210 shares 182,210 $29.2M 0.95% +21,488 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: not reported; 2025Q2: 89,918 shares; 2025Q3: 97,254 shares; 2025Q4: 104,205 shares 104,205 $28.5M 0.92% +6,951 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 194,426 shares; 2025Q3: 212,571 shares; 2025Q4: 208,676 shares 208,676 $28.2M 0.91% -3,895 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: 683,567 shares; 2024Q4: 679,842 shares; 2025Q1: 678,563 shares; 2025Q2: 478,028 shares; 2025Q3: 509,036 shares; 2025Q4: 511,472 shares 511,472 $28.1M 0.91% +2,436 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: 300,035 shares; 2025Q1: 299,548 shares; 2025Q2: 254,993 shares; 2025Q3: 196,658 shares; 2025Q4: 163,347 shares 163,347 $28M 0.91% -33,311 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,129 shares; 2024Q4: 7,629 shares; 2025Q1: 7,537 shares; 2025Q2: 7,812 shares; 2025Q3: 8,425 shares; 2025Q4: 8,130 shares 8,130 $27.6M 0.89% -295 Timeline CELH CELSIUS HLDGS INC More: the full row for CELSIUS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 307,828 shares; 2024Q4: 295,257 shares; 2025Q1: 165,745 shares; 2025Q2: 517,874 shares; 2025Q3: 595,901 shares; 2025Q4: 594,854 shares 594,854 $27.2M 0.88% -1,047 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: 107,992 shares; 2024Q4: 106,735 shares; 2025Q1: 103,197 shares; 2025Q2: 70,857 shares; 2025Q3: 70,310 shares; 2025Q4: 72,269 shares 72,269 $26.7M 0.87% +1,959 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 135,952 shares; 2025Q3: 154,369 shares; 2025Q4: 153,854 shares 153,854 $26.7M 0.87% -515 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: 43,076 shares; 2024Q4: 41,286 shares; 2025Q1: 42,255 shares; 2025Q2: 105,567 shares; 2025Q3: 122,211 shares; 2025Q4: 126,992 shares 126,992 $26.5M 0.86% +4,781 Timeline FWONK LIBERTY MEDIA CORP DEL More: the full row for LIBERTY MEDIA CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 309,759 shares; 2024Q4: 303,432 shares; 2025Q1: 305,979 shares; 2025Q2: 262,554 shares; 2025Q3: 263,011 shares; 2025Q4: 262,441 shares 262,441 $25.9M 0.84% -570 Timeline NBIX NEUROCRINE BIOSCIENCES INC More: the full row for NEUROCRINE BIOSCIENCES 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: 170,370 shares; 2025Q3: 183,027 shares; 2025Q4: 182,262 shares 182,262 $25.9M 0.84% -765 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: not reported; 2024Q4: not reported; 2025Q1: 142,678 shares; 2025Q2: 317,408 shares; 2025Q3: 341,208 shares; 2025Q4: 335,228 shares 335,228 $25.8M 0.84% -5,980 Timeline OLLI OLLIES BARGAIN OUTLET HLDGS More: the full row for OLLIES BARGAIN OUTLET HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 107,830 shares; 2025Q2: 213,402 shares; 2025Q3: 221,236 shares; 2025Q4: 233,613 shares 233,613 $25.6M 0.83% +12,377 Timeline ASND ASCENDIS PHARMA A/S More: the full row for ASCENDIS PHARMA A/S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 93,947 shares; 2025Q4: 119,095 shares 119,095 $25.4M 0.82% +25,148 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: 43,491 shares; 2024Q4: 35,884 shares; 2025Q1: 36,121 shares; 2025Q2: 45,807 shares; 2025Q3: 40,011 shares; 2025Q4: 38,799 shares 38,799 $25.4M 0.82% -1,212 Timeline QXO QXO INC More: the full row for QXO 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: 1,241,230 shares; 2025Q3: 1,265,285 shares; 2025Q4: 1,298,850 shares 1,298,850 $25.1M 0.81% +33,565 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: 142,723 shares; 2024Q4: 139,850 shares; 2025Q1: 132,211 shares; 2025Q2: 121,004 shares; 2025Q3: 122,435 shares; 2025Q4: 122,052 shares 122,052 $24.8M 0.8% -383 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: 271,256 shares; 2024Q4: 267,743 shares; 2025Q1: 264,788 shares; 2025Q2: 255,550 shares; 2025Q3: 258,127 shares; 2025Q4: 257,093 shares 257,093 $24.5M 0.79% -1,034 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: 24,014 shares; 2025Q1: 24,244 shares; 2025Q2: 23,868 shares; 2025Q3: 23,783 shares; 2025Q4: 22,348 shares 22,348 $23.9M 0.78% -1,435 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 238,690 shares; 2024Q4: 232,905 shares; 2025Q1: 221,642 shares; 2025Q2: 223,285 shares; 2025Q3: 224,790 shares; 2025Q4: 226,593 shares 226,593 $23.9M 0.77% +1,803 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: 313,440 shares; 2024Q4: 308,500 shares; 2025Q1: 314,502 shares; 2025Q2: 313,564 shares; 2025Q3: 326,543 shares; 2025Q4: 341,013 shares 341,013 $23.8M 0.77% +14,470 Timeline SN SHARKNINJA INC More: the full row for SHARKNINJA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,326 shares; 2024Q4: 168,880 shares; 2025Q1: 163,308 shares; 2025Q2: 192,704 shares; 2025Q3: 208,495 shares; 2025Q4: 211,470 shares 211,470 $23.7M 0.77% +2,975 Timeline EHC ENCOMPASS HEALTH CORP More: the full row for ENCOMPASS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 104,907 shares; 2025Q1: 123,205 shares; 2025Q2: 204,706 shares; 2025Q3: 223,673 shares; 2025Q4: 222,493 shares 222,493 $23.6M 0.77% -1,180 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 127,056 shares; 2024Q4: 125,945 shares; 2025Q1: 131,614 shares; 2025Q2: 134,194 shares; 2025Q3: 139,082 shares; 2025Q4: 141,262 shares 141,262 $23M 0.75% +2,180 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: 34,927 shares; 2024Q4: 34,083 shares; 2025Q1: 33,107 shares; 2025Q2: 30,150 shares; 2025Q3: 31,092 shares; 2025Q4: 147,225 shares 147,225 $22.6M 0.73% +116,133 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: 76,527 shares; 2024Q4: 150,017 shares; 2025Q1: 144,562 shares; 2025Q2: 133,168 shares; 2025Q3: 122,281 shares; 2025Q4: 121,886 shares 121,886 $22.5M 0.73% -395 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 180,569 shares; 2024Q4: 175,373 shares; 2025Q1: 144,249 shares; 2025Q2: 115,626 shares; 2025Q3: 112,398 shares; 2025Q4: 122,970 shares 122,970 $22.2M 0.72% +10,572 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 413,949 shares; 2025Q4: 410,639 shares 410,639 $22M 0.71% -3,310 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 250,318 shares; 2024Q4: 246,271 shares; 2025Q1: 242,546 shares; 2025Q2: 234,330 shares; 2025Q3: 227,041 shares; 2025Q4: 227,034 shares 227,034 $21.8M 0.71% -7 Timeline TXRH TEXAS ROADHOUSE INC More: the full row for TEXAS ROADHOUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 160,159 shares; 2024Q4: 157,534 shares; 2025Q1: 150,175 shares; 2025Q2: 137,396 shares; 2025Q3: 125,764 shares; 2025Q4: 129,839 shares 129,839 $21.6M 0.7% +4,075 Timeline LTH LIFE TIME GROUP HOLDINGS INC More: the full row for LIFE TIME GROUP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 849,792 shares; 2024Q4: 867,132 shares; 2025Q1: 760,587 shares; 2025Q2: 775,397 shares; 2025Q3: 785,745 shares; 2025Q4: 808,720 shares 808,720 $21.5M 0.7% +22,975 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,143 shares; 2025Q3: 21,947 shares; 2025Q4: 228,338 shares 228,338 $21.4M 0.69% +206,391 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,979 shares; 2024Q4: 28,991 shares; 2025Q1: 33,205 shares; 2025Q2: 33,455 shares; 2025Q3: 33,605 shares; 2025Q4: 33,751 shares 33,751 $21.2M 0.69% +146 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: 33,874 shares; 2024Q4: 34,837 shares; 2025Q1: 35,232 shares; 2025Q2: 21,388 shares; 2025Q3: 24,611 shares; 2025Q4: 36,905 shares 36,905 $21.1M 0.69% +12,294 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: 52,226 shares; 2024Q4: 53,490 shares; 2025Q1: 53,664 shares; 2025Q2: 53,947 shares; 2025Q3: 56,986 shares; 2025Q4: 58,990 shares 58,990 $20.3M 0.66% +2,004 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: 26,655 shares; 2024Q4: 24,712 shares; 2025Q1: 23,352 shares; 2025Q2: 21,829 shares; 2025Q3: 22,243 shares; 2025Q4: 22,500 shares 22,500 $19.4M 0.63% +257 Timeline URBN URBAN OUTFITTERS INC More: the full row for URBAN OUTFITTERS 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: 257,326 shares 257,326 $19.4M 0.63% new 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: 125,041 shares; 2024Q4: 125,973 shares; 2025Q1: 128,418 shares; 2025Q2: 128,724 shares; 2025Q3: 131,120 shares; 2025Q4: 133,750 shares 133,750 $19.2M 0.62% +2,630 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: not reported; 2024Q4: not reported; 2025Q1: 78,670 shares; 2025Q2: 80,311 shares; 2025Q3: 81,445 shares; 2025Q4: 82,788 shares 82,788 $18.9M 0.61% +1,343 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 193,962 shares; 2024Q4: 192,429 shares; 2025Q1: 187,172 shares; 2025Q2: 187,838 shares; 2025Q3: 189,143 shares; 2025Q4: 188,756 shares 188,756 $18.8M 0.61% -387 Timeline POST POST HLDGS INC More: the full row for POST HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 199,475 shares; 2024Q4: 206,561 shares; 2025Q1: 209,628 shares; 2025Q2: 179,548 shares; 2025Q3: 191,562 shares; 2025Q4: 189,847 shares 189,847 $18.8M 0.61% -1,715 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: 230,820 shares; 2024Q4: 250,787 shares; 2025Q1: 248,127 shares; 2025Q2: 238,048 shares; 2025Q3: 233,133 shares; 2025Q4: 223,790 shares 223,790 $17.7M 0.57% -9,343 Timeline TECK TECK RESOURCES LTD More: the full row for TECK RESOURCES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 430,503 shares; 2024Q4: 429,364 shares; 2025Q1: 420,819 shares; 2025Q2: 420,485 shares; 2025Q3: 419,645 shares; 2025Q4: 356,920 shares 356,920 $17.1M 0.55% -62,725 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 667,649 shares; 2024Q4: 658,269 shares; 2025Q1: 596,171 shares; 2025Q2: 579,937 shares; 2025Q3: 582,260 shares; 2025Q4: 580,625 shares 580,625 $16.3M 0.53% -1,635 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 176,567 shares; 2024Q4: 176,723 shares; 2025Q1: 177,238 shares; 2025Q2: 170,925 shares; 2025Q3: 171,296 shares; 2025Q4: 172,065 shares 172,065 $16.1M 0.52% +769 Timeline PODD INSULET CORP More: the full row for INSULET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 53,952 shares; 2025Q4: 55,845 shares 55,845 $15.9M 0.51% +1,893 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: 27,690 shares; 2024Q4: 27,700 shares; 2025Q1: 27,601 shares; 2025Q2: 28,317 shares; 2025Q3: 29,970 shares; 2025Q4: 30,805 shares 30,805 $13.1M 0.43% +835 Timeline VRSN VERISIGN INC More: the full row for VERISIGN 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: 41,911 shares; 2025Q3: 49,771 shares; 2025Q4: 50,046 shares 50,046 $12.2M 0.39% +275 Timeline GTLS CHART INDS INC More: the full row for CHART INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 87,148 shares; 2025Q1: 90,218 shares; 2025Q2: 67,700 shares; 2025Q3: 73,688 shares; 2025Q4: 58,586 shares 58,586 $12.1M 0.39% -15,102 Timeline PFGC PERFORMANCE FOOD GROUP CO More: the full row for PERFORMANCE FOOD GROUP CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 125,479 shares; 2025Q4: 129,089 shares 129,089 $11.6M 0.38% +3,610 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: 333,229 shares; 2025Q1: 174,623 shares; 2025Q2: 122,883 shares; 2025Q3: 117,136 shares; 2025Q4: 86,639 shares 86,639 $11.4M 0.37% -30,497 Timeline CORT CORCEPT THERAPEUTICS INC More: the full row for CORCEPT THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 296,390 shares; 2025Q1: 366,619 shares; 2025Q2: 287,254 shares; 2025Q3: 280,664 shares; 2025Q4: 264,297 shares 264,297 $9.2M 0.3% -16,367 Timeline ITRI ITRON INC More: the full row for ITRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 218,409 shares; 2024Q4: 216,769 shares; 2025Q1: 217,562 shares; 2025Q2: 217,104 shares; 2025Q3: 205,919 shares; 2025Q4: 67,429 shares 67,429 $6.26M 0.2% -138,490 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: 7,796 shares; 2024Q4: 6,884 shares; 2025Q1: 6,602 shares; 2025Q2: 6,402 shares; 2025Q3: 6,047 shares; 2025Q4: 5,924 shares 5,924 $4.04M 0.13% -123 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: 9,100 shares; 2024Q4: 9,100 shares; 2025Q1: 10,275 shares; 2025Q2: 10,425 shares; 2025Q3: 11,505 shares; 2025Q4: 11,505 shares 11,505 $3.52M 0.11% 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: 5,000 shares; 2025Q1: 7,310 shares; 2025Q2: 7,310 shares; 2025Q3: 7,310 shares; 2025Q4: 8,935 shares 8,935 $2.9M 0.09% +1,625 Timeline VFIAX VANGUARD 500 INDEX-ADM More: the full row for VANGUARD 500 INDEX-ADM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,311 shares; 2024Q4: 2,318 shares; 2025Q1: 2,226 shares; 2025Q2: 2,301 shares; 2025Q3: 2,395 shares; 2025Q4: 2,752 shares 2,752 $1.74M 0.06% +357 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: not reported; 2024Q4: not reported; 2025Q1: 4,127 shares; 2025Q2: 6,627 shares; 2025Q3: 6,400 shares; 2025Q4: 5,630 shares 5,630 $1.67M 0.05% -770 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: 4,500 shares; 2024Q4: 4,500 shares; 2025Q1: 4,550 shares; 2025Q2: 4,550 shares; 2025Q3: 4,500 shares; 2025Q4: 4,500 shares 4,500 $1.58M 0.05% 0 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,177 shares; 2024Q4: 41,894 shares; 2025Q1: 41,753 shares; 2025Q2: 39,449 shares; 2025Q3: 4,500 shares; 2025Q4: 4,800 shares 4,800 $1.57M 0.05% +300 Timeline EXE EXPAND ENERGY CORPORATION More: the full row for EXPAND ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,875 shares; 2024Q4: 13,075 shares; 2025Q1: 13,075 shares; 2025Q2: 13,575 shares; 2025Q3: 13,575 shares; 2025Q4: 13,575 shares 13,575 $1.5M 0.05% 0 Timeline QSR RESTAURANT BRANDS INTL INC More: the full row for RESTAURANT BRANDS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 120,197 shares; 2024Q4: 16,250 shares; 2025Q1: 16,250 shares; 2025Q2: 16,269 shares; 2025Q3: 16,269 shares; 2025Q4: 16,274 shares 16,274 $1.11M 0.04% +5 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,456 shares; 2024Q4: 2,362 shares; 2025Q1: 2,123 shares; 2025Q2: 1,719 shares; 2025Q3: 1,617 shares; 2025Q4: 1,549 shares 1,549 $934K 0.03% -68 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: 4,828 shares; 2024Q4: 4,828 shares; 2025Q1: 4,828 shares; 2025Q2: 4,828 shares; 2025Q3: 4,828 shares; 2025Q4: 4,828 shares 4,828 $908K 0.03% 0 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: 5,057 shares; 2024Q4: 5,057 shares; 2025Q1: 5,057 shares; 2025Q2: 5,057 shares; 2025Q3: 5,057 shares; 2025Q4: 5,057 shares 5,057 $848K 0.03% 0 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,401 shares; 2024Q4: 3,306 shares; 2025Q1: 3,306 shares; 2025Q2: 3,305 shares; 2025Q3: 3,310 shares; 2025Q4: 3,311 shares 3,311 $634K 0.02% +1 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,717 shares; 2024Q4: 11,932 shares; 2025Q1: 11,912 shares; 2025Q2: 11,322 shares; 2025Q3: 10,439 shares; 2025Q4: 10,414 shares 10,414 $570K 0.02% -25 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,334 shares; 2024Q4: 1,212 shares; 2025Q1: 1,180 shares; 2025Q2: 1,175 shares; 2025Q3: 1,100 shares; 2025Q4: 3,665 shares 3,665 $528K 0.02% +2,565 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,950 shares; 2025Q4: 2,700 shares 2,700 $468K 0.02% -1,250 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,445 shares; 2024Q4: 3,078 shares; 2025Q1: 3,078 shares; 2025Q2: 3,883 shares; 2025Q3: 3,883 shares; 2025Q4: 4,133 shares 4,133 $381K 0.01% +250 Timeline VIGAX VNGD MRNGST GRWTH IDX FD-ADM More: the full row for VNGD MRNGST GRWTH IDX FD-ADM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,948 shares; 2024Q4: 1,950 shares; 2025Q1: 1,853 shares; 2025Q2: 1,151 shares; 2025Q3: 1,504 shares; 2025Q4: 1,515 shares 1,515 $381K 0.01% +11 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,605 shares; 2024Q4: 131,589 shares; 2025Q1: 125,728 shares; 2025Q2: 128,487 shares; 2025Q3: 2,050 shares; 2025Q4: 2,050 shares 2,050 $378K 0.01% 0 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,271 shares; 2024Q4: 1,229 shares; 2025Q1: 1,207 shares; 2025Q2: 899 shares; 2025Q3: 898 shares; 2025Q4: 798 shares 798 $378K 0.01% -100 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 780 shares; 2024Q4: 780 shares; 2025Q1: 1,192 shares; 2025Q2: 1,092 shares; 2025Q3: 1,227 shares; 2025Q4: 1,155 shares 1,155 $335K 0.01% -72 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,186 shares; 2024Q4: 3,186 shares; 2025Q1: 3,186 shares; 2025Q2: 3,126 shares; 2025Q3: 3,126 shares; 2025Q4: 6,252 shares 6,252 $267K 0.01% +3,126 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 957 shares; 2025Q3: 727 shares; 2025Q4: 727 shares 727 $244K 0.01% 0 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 983 shares; 2025Q1: not reported; 2025Q2: 982 shares; 2025Q3: 982 shares; 2025Q4: 1,969 shares 1,969 $235K 0.01% +987 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,216 shares; 2024Q4: 1,214 shares; 2025Q1: 1,155 shares; 2025Q2: 1,149 shares; 2025Q3: 1,134 shares; 2025Q4: 1,098 shares 1,098 $231K 0.01% -36 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 460 shares; 2025Q4: 460 shares 460 $207K 0.01% 0 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 817 shares 817 $201K 0.01% new Timeline