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: 829,820 shares; 2024Q4: 733,967 shares; 2025Q1: 801,637 shares; 2025Q2: 795,205 shares; 2025Q3: 770,372 shares; 2025Q4: 767,373 shares 767,373 $29.3M 11.77% -2,999 Timeline SPHQ 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: 185,991 shares; 2024Q4: 198,520 shares; 2025Q1: 209,165 shares; 2025Q2: 207,432 shares; 2025Q3: 220,656 shares; 2025Q4: 222,628 shares 222,628 $16.7M 6.71% +1,972 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 182,155 shares; 2024Q4: 182,450 shares; 2025Q1: 188,775 shares; 2025Q2: 183,077 shares; 2025Q3: 189,555 shares; 2025Q4: 182,595 shares 182,595 $11M 4.41% -6,960 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: 24,465 shares; 2024Q4: 50,734 shares; 2025Q1: 87,919 shares; 2025Q2: 161,354 shares; 2025Q3: 168,482 shares; 2025Q4: 269,322 shares 269,322 $9.11M 3.66% +100,840 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,350 shares; 2024Q4: 31,845 shares; 2025Q1: 55,380 shares; 2025Q2: 100,087 shares; 2025Q3: 104,140 shares; 2025Q4: 167,275 shares 167,275 $9.01M 3.62% +63,135 Timeline IWY 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: 28,047 shares; 2024Q4: 29,813 shares; 2025Q1: 29,706 shares; 2025Q2: 31,185 shares; 2025Q3: 32,367 shares; 2025Q4: 32,100 shares 32,100 $8.89M 3.57% -267 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,944 shares; 2024Q4: 239,658 shares; 2025Q1: 243,206 shares; 2025Q2: 249,788 shares; 2025Q3: 253,823 shares; 2025Q4: 252,456 shares 252,456 $6.92M 2.78% -1,367 Timeline XMHQ 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: 58,700 shares; 2024Q4: 56,162 shares; 2025Q1: 53,859 shares; 2025Q2: 59,662 shares; 2025Q3: 61,036 shares; 2025Q4: 62,056 shares 62,056 $6.36M 2.55% +1,020 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: 12,996 shares; 2024Q4: 12,723 shares; 2025Q1: 13,223 shares; 2025Q2: 13,411 shares; 2025Q3: 17,992 shares; 2025Q4: 14,721 shares 14,721 $5.83M 2.34% -3,271 Timeline DDWM 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 67,312 shares; 2025Q3: 109,795 shares; 2025Q4: 112,317 shares 112,317 $4.89M 1.96% +2,522 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,905 shares; 2024Q4: 35,701 shares; 2025Q1: 43,648 shares; 2025Q2: 35,206 shares; 2025Q3: 34,828 shares; 2025Q4: 34,796 shares 34,796 $4.77M 1.91% -32 Timeline DGRW 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: 52,426 shares; 2024Q4: 51,749 shares; 2025Q1: 51,504 shares; 2025Q2: 45,750 shares; 2025Q3: 51,316 shares; 2025Q4: 51,915 shares 51,915 $4.64M 1.86% +599 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,656 shares; 2024Q4: 100,381 shares; 2025Q1: 131,502 shares; 2025Q2: 136,395 shares; 2025Q3: 139,478 shares; 2025Q4: 140,872 shares 140,872 $4.6M 1.85% +1,394 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: 15,196 shares; 2024Q4: 18,540 shares; 2025Q1: 17,581 shares; 2025Q2: 18,467 shares; 2025Q3: 17,669 shares; 2025Q4: 18,830 shares 18,830 $4.35M 1.75% +1,161 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,710 shares; 2024Q4: 94,138 shares; 2025Q1: 93,416 shares; 2025Q2: 94,058 shares; 2025Q3: 91,047 shares; 2025Q4: 91,598 shares 91,598 $4.06M 1.63% +551 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: 20,420 shares; 2024Q4: 22,013 shares; 2025Q1: 26,563 shares; 2025Q2: 24,895 shares; 2025Q3: 24,875 shares; 2025Q4: 21,666 shares 21,666 $4.04M 1.62% -3,209 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,141 shares; 2024Q4: 62,999 shares; 2025Q1: 59,704 shares; 2025Q2: 58,905 shares; 2025Q3: 57,132 shares; 2025Q4: 56,346 shares 56,346 $4.02M 1.62% -786 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: 8,876 shares; 2024Q4: 9,501 shares; 2025Q1: 9,008 shares; 2025Q2: 9,093 shares; 2025Q3: 8,745 shares; 2025Q4: 8,069 shares 8,069 $3.9M 1.57% -676 Timeline HEFA 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: 30,513 shares; 2024Q4: 32,811 shares; 2025Q1: 35,922 shares; 2025Q2: 63,086 shares; 2025Q3: 88,391 shares; 2025Q4: 91,148 shares 91,148 $3.77M 1.51% +2,757 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,541 shares; 2024Q4: 46,427 shares; 2025Q1: 46,798 shares; 2025Q2: 41,585 shares; 2025Q3: 39,114 shares; 2025Q4: 35,039 shares 35,039 $3.63M 1.46% -4,075 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: 8,799 shares; 2024Q4: 8,776 shares; 2025Q1: 8,789 shares; 2025Q2: 9,613 shares; 2025Q3: 9,253 shares; 2025Q4: 9,216 shares 9,216 $3.09M 1.24% -37 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: 8,988 shares; 2024Q4: 10,853 shares; 2025Q1: 11,031 shares; 2025Q2: 10,274 shares; 2025Q3: 10,256 shares; 2025Q4: 11,208 shares 11,208 $3.05M 1.22% +952 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: 6,532 shares; 2024Q4: 7,904 shares; 2025Q1: 8,270 shares; 2025Q2: 8,800 shares; 2025Q3: 8,696 shares; 2025Q4: 7,141 shares 7,141 $2.24M 0.9% -1,555 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,017 shares; 2025Q4: 6,452 shares 6,452 $2.13M 0.86% -1,565 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,129 shares; 2024Q4: 42,537 shares; 2025Q1: 43,435 shares; 2025Q2: 43,545 shares; 2025Q3: 42,382 shares; 2025Q4: 41,948 shares 41,948 $2.1M 0.84% -434 Timeline REZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,563 shares; 2024Q4: 17,678 shares; 2025Q1: 18,782 shares; 2025Q2: 18,891 shares; 2025Q3: 23,207 shares; 2025Q4: 22,439 shares 22,439 $1.85M 0.74% -768 Timeline SUI SUN CMNTYS INC More: the full row for SUN CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,992 shares; 2024Q4: 11,411 shares; 2025Q1: 11,277 shares; 2025Q2: 11,232 shares; 2025Q3: 10,429 shares; 2025Q4: 14,632 shares 14,632 $1.81M 0.73% +4,203 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: 13,384 shares; 2024Q4: 12,091 shares; 2025Q1: 9,736 shares; 2025Q2: 9,218 shares; 2025Q3: 11,916 shares; 2025Q4: 11,446 shares 11,446 $1.55M 0.62% -470 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,614 shares; 2024Q4: 2,897 shares; 2025Q1: 3,159 shares; 2025Q2: 3,146 shares; 2025Q3: 3,135 shares; 2025Q4: 2,325 shares 2,325 $1.53M 0.62% -810 Timeline RSPN 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: 31,788 shares; 2024Q4: 30,407 shares; 2025Q1: 30,064 shares; 2025Q2: 29,839 shares; 2025Q3: 29,096 shares; 2025Q4: 26,516 shares 26,516 $1.5M 0.6% -2,580 Timeline SMMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,544 shares; 2024Q4: 34,543 shares; 2025Q1: 34,512 shares; 2025Q2: 34,353 shares; 2025Q3: 33,773 shares; 2025Q4: 33,856 shares 33,856 $1.47M 0.59% +83 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110,743 shares; 2024Q4: 99,627 shares; 2025Q1: 95,291 shares; 2025Q2: 91,248 shares; 2025Q3: 60,880 shares; 2025Q4: 57,735 shares 57,735 $1.37M 0.55% -3,145 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,519 shares; 2024Q4: 17,613 shares; 2025Q1: 17,427 shares; 2025Q2: 17,321 shares; 2025Q3: 16,963 shares; 2025Q4: 16,826 shares 16,826 $1.3M 0.52% -137 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,220 shares; 2024Q4: 8,059 shares; 2025Q1: 7,940 shares; 2025Q2: 7,856 shares; 2025Q3: 7,635 shares; 2025Q4: 7,468 shares 7,468 $1.25M 0.5% -167 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: 3,098 shares; 2024Q4: 2,916 shares; 2025Q1: 2,306 shares; 2025Q2: 2,107 shares; 2025Q3: 2,048 shares; 2025Q4: 1,963 shares 1,963 $1.12M 0.45% -85 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,911 shares; 2025Q4: 5,403 shares 5,403 $1.11M 0.45% +3,492 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: 13,976 shares; 2024Q4: 13,337 shares; 2025Q1: 11,386 shares; 2025Q2: 11,082 shares; 2025Q3: 10,845 shares; 2025Q4: 10,389 shares 10,389 $1.04M 0.42% -456 Timeline SCHM 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: 11,636 shares; 2024Q4: 34,996 shares; 2025Q1: 35,087 shares; 2025Q2: 35,060 shares; 2025Q3: 33,932 shares; 2025Q4: 34,144 shares 34,144 $1.03M 0.41% +212 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,801 shares; 2024Q4: 4,799 shares; 2025Q1: 4,803 shares; 2025Q2: 4,777 shares; 2025Q3: 4,783 shares; 2025Q4: 4,633 shares 4,633 $981K 0.39% -150 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: 6,555 shares; 2025Q1: 8,946 shares; 2025Q2: 3,328 shares; 2025Q3: 8,568 shares; 2025Q4: 8,711 shares 8,711 $974K 0.39% +143 Timeline NRG NRG ENERGY INC More: the full row for NRG 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: 2,892 shares; 2025Q2: 2,927 shares; 2025Q3: 2,907 shares; 2025Q4: 6,072 shares 6,072 $967K 0.39% +3,165 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: not reported; 2024Q4: not reported; 2025Q1: 2,507 shares; 2025Q2: 5,556 shares; 2025Q3: 5,406 shares; 2025Q4: 5,401 shares 5,401 $960K 0.39% -5 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,510 shares; 2024Q4: 1,354 shares; 2025Q1: 887 shares; 2025Q2: 862 shares; 2025Q3: 830 shares; 2025Q4: 822 shares 822 $883K 0.35% -8 Timeline RSPR 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: not reported; 2024Q4: 9,666 shares; 2025Q1: 8,625 shares; 2025Q2: 21,742 shares; 2025Q3: 26,881 shares; 2025Q4: 26,229 shares 26,229 $882K 0.35% -652 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,793 shares; 2024Q4: 2,415 shares; 2025Q1: 2,704 shares; 2025Q2: 2,836 shares; 2025Q3: 2,554 shares; 2025Q4: 2,460 shares 2,460 $852K 0.34% -94 Timeline INDS PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,765 shares; 2024Q4: 32,816 shares; 2025Q1: 33,537 shares; 2025Q2: 21,511 shares; 2025Q3: 23,173 shares; 2025Q4: 22,121 shares 22,121 $811K 0.33% -1,052 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,155 shares; 2024Q4: 3,063 shares; 2025Q1: 3,119 shares; 2025Q2: 3,033 shares; 2025Q3: 3,028 shares; 2025Q4: 2,833 shares 2,833 $791K 0.32% -195 Timeline AXTA AXALTA COATING SYS LTD More: the full row for AXALTA COATING SYS 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: 24,126 shares 24,126 $780K 0.31% new Timeline MOH MOLINA HEALTHCARE INC More: the full row for MOLINA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,425 shares 4,425 $768K 0.31% new Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,810 shares 3,810 $757K 0.3% new Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,282 shares; 2024Q4: 1,369 shares; 2025Q1: 1,138 shares; 2025Q2: 1,237 shares; 2025Q3: 1,283 shares; 2025Q4: 1,220 shares 1,220 $750K 0.3% -63 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 58,487 shares 58,487 $728K 0.29% new Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,465 shares 2,465 $712K 0.29% new 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: 1,566 shares; 2024Q4: 1,795 shares; 2025Q1: 2,312 shares; 2025Q2: 2,116 shares; 2025Q3: 1,297 shares; 2025Q4: 1,376 shares 1,376 $692K 0.28% +79 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,919 shares 3,919 $690K 0.28% new Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,027 shares; 2024Q4: 13,883 shares; 2025Q1: 13,855 shares; 2025Q2: 13,745 shares; 2025Q3: 13,729 shares; 2025Q4: 13,731 shares 13,731 $687K 0.28% +2 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,235 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,237 shares 4,237 $681K 0.27% new Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,594 shares; 2024Q4: 2,462 shares; 2025Q1: 2,048 shares; 2025Q2: 2,069 shares; 2025Q3: 2,217 shares; 2025Q4: 2,133 shares 2,133 $679K 0.27% -84 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,216 shares; 2025Q2: 9,046 shares; 2025Q3: 8,944 shares; 2025Q4: 8,110 shares 8,110 $669K 0.27% -834 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: 8,533 shares; 2024Q4: 8,446 shares; 2025Q1: 8,349 shares; 2025Q2: 8,310 shares; 2025Q3: 8,244 shares; 2025Q4: 8,315 shares 8,315 $667K 0.27% +71 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,001 shares; 2024Q4: not reported; 2025Q1: 6,963 shares; 2025Q2: 6,892 shares; 2025Q3: not reported; 2025Q4: 7,988 shares 7,988 $666K 0.27% new Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,670 shares; 2024Q4: 2,000 shares; 2025Q1: 2,030 shares; 2025Q2: 2,056 shares; 2025Q3: 2,060 shares; 2025Q4: 2,034 shares 2,034 $656K 0.26% -26 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: not reported; 2025Q2: 1,191 shares; 2025Q3: 1,181 shares; 2025Q4: 2,181 shares 2,181 $646K 0.26% +1,000 Timeline EMBJ EMBRAER S.A. More: the full row for EMBRAER S.A. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,379 shares; 2025Q2: 7,659 shares; 2025Q3: 9,056 shares; 2025Q4: 9,953 shares 9,953 $641K 0.26% +897 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: not reported; 2024Q4: 7,451 shares; 2025Q1: 7,842 shares; 2025Q2: not reported; 2025Q3: 8,713 shares; 2025Q4: 9,008 shares 9,008 $625K 0.25% +295 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,965 shares 2,965 $617K 0.25% new Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,325 shares; 2025Q3: not reported; 2025Q4: 13,500 shares 13,500 $616K 0.25% new Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,748 shares 7,748 $615K 0.25% new Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,886 shares; 2024Q4: 3,689 shares; 2025Q1: 3,028 shares; 2025Q2: 2,907 shares; 2025Q3: 2,860 shares; 2025Q4: 2,675 shares 2,675 $603K 0.24% -185 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,900 shares; 2024Q4: 36,900 shares; 2025Q1: 36,900 shares; 2025Q2: 36,900 shares; 2025Q3: 36,900 shares; 2025Q4: 46,321 shares 46,321 $602K 0.24% +9,421 Timeline UGI UGI CORP NEW More: the full row for UGI CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,029 shares 16,029 $600K 0.24% new Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,343 shares; 2024Q4: 13,920 shares; 2025Q1: 13,889 shares; 2025Q2: 13,279 shares; 2025Q3: 12,943 shares; 2025Q4: 12,943 shares 12,943 $596K 0.24% 0 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,711 shares 21,711 $588K 0.24% new Timeline ZION ZIONS BANCORPORATION NATL AS More: the full row for ZIONS BANCORPORATION NATL AS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,029 shares 10,029 $587K 0.24% new Timeline MTG MGIC INVT CORP WIS More: the full row for MGIC INVT CORP WIS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,966 shares; 2024Q4: not reported; 2025Q1: 19,681 shares; 2025Q2: 18,897 shares; 2025Q3: not reported; 2025Q4: 20,064 shares 20,064 $586K 0.24% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,672 shares 1,672 $586K 0.24% new 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: 2,350 shares; 2024Q4: 2,100 shares; 2025Q1: 2,100 shares; 2025Q2: 2,084 shares; 2025Q3: 2,084 shares; 2025Q4: 3,657 shares 3,657 $585K 0.24% +1,573 Timeline AES AES CORP More: the full row for AES 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: 40,805 shares 40,805 $585K 0.23% new Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,730 shares 1,730 $584K 0.23% new Timeline SNV SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL 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: 11,655 shares 11,655 $583K 0.23% new Timeline TTC TORO CO More: the full row for TORO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,353 shares 7,353 $579K 0.23% new Timeline HWC HANCOCK WHITNEY CORPORATION More: the full row for HANCOCK WHITNEY 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: 9,039 shares 9,039 $576K 0.23% new 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: 620 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 701 shares 701 $575K 0.23% 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: 5,525 shares; 2024Q4: 5,202 shares; 2025Q1: 4,244 shares; 2025Q2: 3,939 shares; 2025Q3: 3,837 shares; 2025Q4: 3,742 shares 3,742 $575K 0.23% -95 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: not reported; 2024Q4: not reported; 2025Q1: 1,830 shares; 2025Q2: 1,756 shares; 2025Q3: not reported; 2025Q4: 1,978 shares 1,978 $574K 0.23% new Timeline ABCB AMERIS BANCORP More: the full row for AMERIS BANCORP Quarterly shares; oldest 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: 7,696 shares 7,696 $572K 0.23% new Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 866 shares; 2024Q4: 896 shares; 2025Q1: 960 shares; 2025Q2: 927 shares; 2025Q3: 954 shares; 2025Q4: 909 shares 909 $570K 0.23% -45 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,855 shares 1,855 $564K 0.23% new Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,617 shares; 2025Q4: 3,782 shares 3,782 $564K 0.23% +165 Timeline THG HANOVER INS GROUP INC More: the full row for HANOVER INS 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: 2,728 shares; 2025Q3: not reported; 2025Q4: 3,063 shares 3,063 $560K 0.22% new Timeline WCC WESCO INTL INC More: the full row for WESCO INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,154 shares; 2025Q1: 2,307 shares; 2025Q2: not reported; 2025Q3: 2,193 shares; 2025Q4: 2,281 shares 2,281 $558K 0.22% +88 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,975 shares; 2024Q4: 9,851 shares; 2025Q1: 12,764 shares; 2025Q2: 18,147 shares; 2025Q3: 21,713 shares; 2025Q4: 23,713 shares 23,713 $553K 0.22% +2,000 Timeline WAL WESTERN ALLIANCE BANCORP More: the full row for WESTERN ALLIANCE BANCORP Quarterly shares; oldest 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: 6,429 shares 6,429 $540K 0.22% new Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,893 shares; 2024Q4: 2,845 shares; 2025Q1: 2,826 shares; 2025Q2: 2,362 shares; 2025Q3: 2,324 shares; 2025Q4: 2,315 shares 2,315 $535K 0.22% -9 Timeline GPK GRAPHIC PACKAGING HLDG CO More: the full row for GRAPHIC PACKAGING HLDG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,836 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 35,550 shares 35,550 $535K 0.21% new Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,089 shares 2,089 $535K 0.21% new 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: 1,142 shares; 2024Q4: 1,655 shares; 2025Q1: 1,424 shares; 2025Q2: 1,822 shares; 2025Q3: 1,784 shares; 2025Q4: 1,711 shares 1,711 $535K 0.21% -73 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,827 shares 8,827 $533K 0.21% new Timeline AVTR AVANTOR INC More: the full row for AVANTOR 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: 46,407 shares 46,407 $532K 0.21% new Timeline MMS MAXIMUS INC More: the full row for MAXIMUS 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: 6,157 shares 6,157 $531K 0.21% new Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,881 shares 1,881 $518K 0.21% new Timeline AOS SMITH A O CORP More: the full row for SMITH A O 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: 7,692 shares 7,692 $514K 0.21% new Timeline TKR TIMKEN CO More: the full row for TIMKEN 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: 5,770 shares; 2025Q4: 6,089 shares 6,089 $512K 0.21% +319 Timeline OZK BANK OZK LITTLE ROCK ARK More: the full row for BANK OZK LITTLE ROCK ARK Quarterly shares; oldest 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: 11,113 shares 11,113 $511K 0.21% new 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: 2,833 shares; 2024Q4: 2,699 shares; 2025Q1: 2,196 shares; 2025Q2: 2,124 shares; 2025Q3: 2,053 shares; 2025Q4: 1,984 shares 1,984 $510K 0.2% -69 Timeline R RYDER SYS INC More: the full row for RYDER SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,521 shares; 2025Q1: 2,701 shares; 2025Q2: not reported; 2025Q3: 2,594 shares; 2025Q4: 2,657 shares 2,657 $509K 0.2% +63 Timeline HMY HARMONY GOLD MNG LTD More: the full row for HARMONY GOLD MNG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,232 shares; 2024Q4: 10,232 shares; 2025Q1: 13,356 shares; 2025Q2: 18,817 shares; 2025Q3: 22,936 shares; 2025Q4: 25,019 shares 25,019 $498K 0.2% +2,083 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,193 shares; 2025Q1: 4,166 shares; 2025Q2: 4,289 shares; 2025Q3: 4,251 shares; 2025Q4: 4,251 shares 4,251 $493K 0.2% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,213 shares; 2025Q4: 11,238 shares 11,238 $491K 0.2% +1,025 Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,935 shares; 2024Q4: 7,497 shares; 2025Q1: 3,953 shares; 2025Q2: 4,004 shares; 2025Q3: 3,972 shares; 2025Q4: 3,972 shares 3,972 $475K 0.19% 0 Timeline OSK OSHKOSH CORP More: the full row for OSHKOSH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,610 shares; 2025Q1: 3,913 shares; 2025Q2: not reported; 2025Q3: 3,646 shares; 2025Q4: 3,779 shares 3,779 $475K 0.19% +133 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 597 shares; 2025Q1: 797 shares; 2025Q2: 806 shares; 2025Q3: 807 shares; 2025Q4: 855 shares 855 $471K 0.19% +48 Timeline VNO VORNADO RLTY TR More: the full row for VORNADO RLTY 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: 14,033 shares 14,033 $467K 0.19% new 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: 1,609 shares; 2024Q4: 1,625 shares; 2025Q1: 2,131 shares; 2025Q2: 1,210 shares; 2025Q3: 1,180 shares; 2025Q4: 1,026 shares 1,026 $461K 0.19% -154 Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,767 shares; 2025Q2: 13,803 shares; 2025Q3: 16,455 shares; 2025Q4: 18,115 shares 18,115 $461K 0.19% +1,660 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,192 shares; 2024Q4: 1,117 shares; 2025Q1: 943 shares; 2025Q2: 914 shares; 2025Q3: 1,085 shares; 2025Q4: 1,030 shares 1,030 $458K 0.18% -55 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: 7,774 shares; 2024Q4: 7,390 shares; 2025Q1: 6,047 shares; 2025Q2: 5,946 shares; 2025Q3: 5,868 shares; 2025Q4: 5,554 shares 5,554 $455K 0.18% -314 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,599 shares; 2025Q1: 2,812 shares; 2025Q2: not reported; 2025Q3: 4,119 shares; 2025Q4: 4,541 shares 4,541 $450K 0.18% +422 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 578 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 835 shares; 2025Q4: 882 shares 882 $427K 0.17% +47 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,763 shares; 2024Q4: 10,630 shares; 2025Q1: 13,952 shares; 2025Q2: 20,022 shares; 2025Q3: 24,058 shares; 2025Q4: 26,440 shares 26,440 $419K 0.17% +2,382 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: 450 shares; 2024Q4: 360 shares; 2025Q1: 360 shares; 2025Q2: 418 shares; 2025Q3: 250 shares; 2025Q4: 248 shares 248 $419K 0.17% -2 Timeline SBSW SIBANYE STILLWATER LTD More: the full row for SIBANYE STILLWATER 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: 26,489 shares; 2025Q4: 29,010 shares 29,010 $413K 0.17% +2,521 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,994 shares 1,994 $413K 0.17% new Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,005 shares; 2025Q2: 1,087 shares; 2025Q3: 1,087 shares; 2025Q4: 1,101 shares 1,101 $389K 0.16% +14 Timeline OUSA ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,743 shares; 2024Q4: 6,743 shares; 2025Q1: 6,743 shares; 2025Q2: 6,715 shares; 2025Q3: 6,715 shares; 2025Q4: 6,715 shares 6,715 $387K 0.16% 0 Timeline ROIV ROIVANT SCIENCES LTD More: the full row for ROIVANT SCIENCES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,612 shares 17,612 $382K 0.15% new Timeline BVN COMPANIA DE MINAS BUENAVENTU More: the full row for COMPANIA DE MINAS BUENAVENTU Quarterly shares; oldest 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: 12,227 shares; 2025Q4: 13,538 shares 13,538 $377K 0.15% +1,311 Timeline CYD CHINA YUCHAI INTL LTD More: the full row for CHINA YUCHAI INTL 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: 9,416 shares; 2025Q4: 10,544 shares 10,544 $374K 0.15% +1,128 Timeline ITA 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: 2,510 shares; 2024Q4: 2,300 shares; 2025Q1: 2,141 shares; 2025Q2: 2,041 shares; 2025Q3: 1,910 shares; 2025Q4: 1,741 shares 1,741 $374K 0.15% -169 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 732 shares; 2024Q4: 757 shares; 2025Q1: 669 shares; 2025Q2: 672 shares; 2025Q3: 654 shares; 2025Q4: 647 shares 647 $367K 0.15% -7 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,725 shares; 2025Q4: 3,675 shares 3,675 $367K 0.15% -50 Timeline ABVX ABIVAX SA More: the full row for ABIVAX SA Quarterly shares; oldest 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: 2,681 shares 2,681 $362K 0.15% new 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: 1,235 shares; 2024Q4: 1,262 shares; 2025Q1: 1,311 shares; 2025Q2: 1,309 shares; 2025Q3: 1,310 shares; 2025Q4: 1,139 shares 1,139 $357K 0.14% -171 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,602 shares; 2025Q1: 2,176 shares; 2025Q2: 2,225 shares; 2025Q3: 2,196 shares; 2025Q4: 2,196 shares 2,196 $354K 0.14% 0 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: 1,236 shares; 2024Q4: 1,236 shares; 2025Q1: 1,236 shares; 2025Q2: 1,236 shares; 2025Q3: 1,214 shares; 2025Q4: 2,429 shares 2,429 $350K 0.14% +1,215 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,101 shares; 2025Q4: 1,101 shares 1,101 $347K 0.14% 0 Timeline DIVI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,656 shares; 2024Q4: 8,675 shares; 2025Q1: 8,417 shares; 2025Q2: 8,100 shares; 2025Q3: 8,659 shares; 2025Q4: 8,663 shares 8,663 $337K 0.14% +4 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: 1,829 shares; 2024Q4: 1,699 shares; 2025Q1: 1,415 shares; 2025Q2: 1,366 shares; 2025Q3: 1,341 shares; 2025Q4: 1,272 shares 1,272 $334K 0.13% -69 Timeline TIGR UP FINTECH HLDG LTD More: the full row for UP FINTECH HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,119 shares; 2025Q1: 18,320 shares; 2025Q2: 26,119 shares; 2025Q3: 31,028 shares; 2025Q4: 34,270 shares 34,270 $328K 0.13% +3,242 Timeline KEP KOREA ELEC PWR CORP More: the full row for KOREA ELEC PWR 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: 17,754 shares; 2025Q4: 19,814 shares 19,814 $327K 0.13% +2,060 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: 483 shares; 2024Q4: 478 shares; 2025Q1: 479 shares; 2025Q2: 521 shares; 2025Q3: 519 shares; 2025Q4: 477 shares 477 $325K 0.13% -42 Timeline RYAAY RYANAIR HOLDINGS PLC More: the full row for RYANAIR HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,050 shares; 2025Q4: 4,477 shares 4,477 $323K 0.13% +427 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 570 shares 570 $320K 0.13% new Timeline VNET VNET GROUP INC More: the full row for VNET GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 21,439 shares; 2025Q2: 26,961 shares; 2025Q3: 33,946 shares; 2025Q4: 37,729 shares 37,729 $319K 0.13% +3,783 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,128 shares; 2025Q4: 1,651 shares 1,651 $311K 0.12% +523 Timeline CX CEMEX SAB DE CV More: the full row for CEMEX SAB DE CV Quarterly shares; oldest 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: 24,976 shares; 2025Q4: 26,878 shares 26,878 $309K 0.12% +1,902 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: 1,294 shares; 2025Q4: 1,429 shares 1,429 $305K 0.12% +135 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: 1,541 shares; 2024Q4: 3,200 shares; 2025Q1: 1,622 shares; 2025Q2: 1,617 shares; 2025Q3: 1,651 shares; 2025Q4: 1,635 shares 1,635 $301K 0.12% -16 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: 3,415 shares; 2024Q4: 3,270 shares; 2025Q1: 2,690 shares; 2025Q2: 2,523 shares; 2025Q3: 2,473 shares; 2025Q4: 2,355 shares 2,355 $296K 0.12% -118 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 325 shares; 2025Q4: 329 shares 329 $289K 0.12% +4 Timeline FUTU FUTU HLDGS LTD More: the full row for FUTU HLDGS 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: 1,576 shares; 2025Q4: 1,755 shares 1,755 $288K 0.12% +179 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,424 shares; 2024Q4: 1,425 shares; 2025Q1: 1,425 shares; 2025Q2: 1,425 shares; 2025Q3: 1,425 shares; 2025Q4: 1,425 shares 1,425 $287K 0.12% 0 Timeline SMFG SUMITOMO MITSUI FIN GRP INC More: the full row for SUMITOMO MITSUI FIN GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,746 shares; 2025Q3: 13,402 shares; 2025Q4: 14,800 shares 14,800 $286K 0.11% +1,398 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: not reported; 2024Q4: 987 shares; 2025Q1: 1,740 shares; 2025Q2: 1,779 shares; 2025Q3: 1,111 shares; 2025Q4: 1,077 shares 1,077 $279K 0.11% -34 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,877 shares 8,877 $277K 0.11% new Timeline SLYV 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: 3,317 shares; 2024Q4: 3,254 shares; 2025Q1: 3,096 shares; 2025Q2: 3,077 shares; 2025Q3: 3,046 shares; 2025Q4: 3,040 shares 3,040 $277K 0.11% -6 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,062 shares; 2025Q3: 4,480 shares; 2025Q4: 4,419 shares 4,419 $276K 0.11% -61 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: 566 shares; 2024Q4: 566 shares; 2025Q1: 566 shares; 2025Q2: 566 shares; 2025Q3: 566 shares; 2025Q4: 566 shares 566 $268K 0.11% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,595 shares; 2025Q3: 1,908 shares; 2025Q4: 2,081 shares 2,081 $265K 0.11% +173 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 602 shares; 2025Q3: 697 shares; 2025Q4: 677 shares 677 $260K 0.1% -20 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: 800 shares; 2024Q4: 717 shares; 2025Q1: not reported; 2025Q2: 700 shares; 2025Q3: 700 shares; 2025Q4: 700 shares 700 $259K 0.1% 0 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,039 shares; 2024Q4: 3,964 shares; 2025Q1: 3,768 shares; 2025Q2: 3,633 shares; 2025Q3: 3,473 shares; 2025Q4: 3,633 shares 3,633 $254K 0.1% +160 Timeline QQQM 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: 1,043 shares; 2024Q4: not reported; 2025Q1: 1,177 shares; 2025Q2: 1,162 shares; 2025Q3: 1,162 shares; 2025Q4: 994 shares 994 $251K 0.1% -168 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,459 shares; 2024Q4: 4,170 shares; 2025Q1: not reported; 2025Q2: 4,170 shares; 2025Q3: 4,170 shares; 2025Q4: 4,170 shares 4,170 $247K 0.1% 0 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,969 shares; 2025Q4: 4,265 shares 4,265 $241K 0.1% +296 Timeline VIV TELEFONICA BRASIL SA More: the full row for TELEFONICA BRASIL SA Quarterly shares; oldest 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: 18,849 shares; 2025Q4: 20,158 shares 20,158 $239K 0.1% +1,309 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: 6,280 shares; 2024Q4: 6,181 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,684 shares; 2025Q4: 2,684 shares 2,684 $234K 0.09% 0 Timeline GMAB GENMAB A/S More: the full row for GENMAB 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: not reported; 2025Q4: 7,584 shares 7,584 $234K 0.09% new Timeline MCHB MECHANICS BANCORP More: the full row for MECHANICS BANCORP Quarterly shares; oldest 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: 15,000 shares; 2025Q4: 15,440 shares 15,440 $226K 0.09% +440 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,702 shares 8,702 $223K 0.09% new Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,966 shares 1,966 $219K 0.09% new Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,534 shares; 2024Q4: 2,474 shares; 2025Q1: not reported; 2025Q2: 2,348 shares; 2025Q3: 2,319 shares; 2025Q4: 2,313 shares 2,313 $218K 0.09% -6 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,872 shares; 2025Q4: 4,014 shares 4,014 $211K 0.08% +142 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: 1,530 shares; 2024Q4: 1,530 shares; 2025Q1: 1,462 shares; 2025Q2: 1,425 shares; 2025Q3: 1,378 shares; 2025Q4: 1,378 shares 1,378 $210K 0.08% 0 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,089 shares; 2024Q4: 2,075 shares; 2025Q1: 2,006 shares; 2025Q2: 2,010 shares; 2025Q3: not reported; 2025Q4: 1,738 shares 1,738 $209K 0.08% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,800 shares 3,800 $209K 0.08% new Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,214 shares; 2024Q4: not reported; 2025Q1: 850 shares; 2025Q2: 843 shares; 2025Q3: 843 shares; 2025Q4: 843 shares 843 $208K 0.08% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,412 shares 1,412 $207K 0.08% new Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,440 shares; 2024Q4: 4,440 shares; 2025Q1: 4,440 shares; 2025Q2: 4,440 shares; 2025Q3: 4,440 shares; 2025Q4: 4,440 shares 4,440 $206K 0.08% 0 Timeline ARGX ARGENX SE More: the full row for ARGENX 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: 241 shares 241 $203K 0.08% new Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,662 shares; 2024Q4: 9,167 shares; 2025Q1: 9,174 shares; 2025Q2: 9,201 shares; 2025Q3: 8,801 shares; 2025Q4: 8,666 shares 8,666 $203K 0.08% -135 Timeline AEG AEGON LTD More: the full row for AEGON LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,825 shares; 2024Q4: 10,592 shares; 2025Q1: 14,016 shares; 2025Q2: 19,303 shares; 2025Q3: 23,957 shares; 2025Q4: 24,866 shares 24,866 $192K 0.08% +909 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,679 shares; 2025Q3: 3,654 shares; 2025Q4: 2,744 shares 2,744 $177K 0.07% -910 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: 11,328 shares; 2024Q4: 11,328 shares; 2025Q1: 11,328 shares; 2025Q2: 11,328 shares; 2025Q3: 11,328 shares; 2025Q4: 11,328 shares 11,328 $125K 0.05% 0 Timeline ACCO ACCO BRANDS CORP More: the full row for ACCO BRANDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,672 shares; 2025Q1: 11,415 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,391 shares 13,391 $49.9K 0.02% new Timeline ORGN ORIGIN MATLS INC (DE) More: the full row for ORIGIN MATLS INC (DE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,000 shares; 2024Q4: 73,000 shares; 2025Q1: 73,000 shares; 2025Q2: 73,000 shares; 2025Q3: 73,000 shares; 2025Q4: 73,000 shares 73,000 $15.5K 0.01% 0 Timeline