IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,527,628 shares; 2024Q4: 1,605,165 shares; 2025Q1: 1,693,608 shares; 2025Q2: 1,586,642 shares; 2025Q3: 1,465,713 shares; 2025Q4: 1,462,605 shares 1,462,605 $546M 11.23% -3,108 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,593,469 shares; 2024Q4: 8,085,605 shares; 2025Q1: 8,932,011 shares; 2025Q2: 8,386,471 shares; 2025Q3: 7,838,358 shares; 2025Q4: 7,792,453 shares 7,792,453 $514M 10.57% -45,905 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,470,558 shares; 2024Q4: 3,651,407 shares; 2025Q1: 3,755,502 shares; 2025Q2: 3,562,314 shares; 2025Q3: 3,752,960 shares; 2025Q4: 3,752,960 shares 3,752,960 $353M 7.26% 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: 1,496,192 shares; 2024Q4: 1,579,126 shares; 2025Q1: 1,751,639 shares; 2025Q2: 1,651,777 shares; 2025Q3: 1,507,119 shares; 2025Q4: 1,431,749 shares 1,431,749 $352M 7.24% -75,370 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,250,375 shares; 2024Q4: 7,214,353 shares; 2025Q1: 7,609,189 shares; 2025Q2: 6,769,065 shares; 2025Q3: 6,211,582 shares; 2025Q4: 6,211,582 shares 6,211,582 $334M 6.86% 0 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: 480,808 shares; 2024Q4: 505,317 shares; 2025Q1: 532,813 shares; 2025Q2: 505,055 shares; 2025Q3: 467,964 shares; 2025Q4: 466,818 shares 466,818 $318M 6.54% -1,146 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,023,775 shares; 2024Q4: 2,246,861 shares; 2025Q1: 2,519,585 shares; 2025Q2: 2,380,295 shares; 2025Q3: 2,208,715 shares; 2025Q4: 2,221,679 shares 2,221,679 $267M 5.49% +12,964 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: 238,646 shares; 2024Q4: 250,759 shares; 2025Q1: 263,721 shares; 2025Q2: 246,237 shares; 2025Q3: 229,564 shares; 2025Q4: 227,957 shares 227,957 $143M 2.94% -1,607 Timeline INDA 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: 2,030,303 shares; 2024Q4: 2,227,206 shares; 2025Q1: 2,484,481 shares; 2025Q2: 2,276,392 shares; 2025Q3: 2,276,392 shares; 2025Q4: 2,393,426 shares 2,393,426 $129M 2.66% +117,034 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 410,501 shares; 2024Q4: 431,425 shares; 2025Q1: 455,103 shares; 2025Q2: 432,707 shares; 2025Q3: 398,909 shares; 2025Q4: 378,439 shares 378,439 $119M 2.45% -20,470 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,976,749 shares; 2024Q4: 3,139,666 shares; 2025Q1: 3,322,214 shares; 2025Q2: 3,156,100 shares; 2025Q3: 2,939,529 shares; 2025Q4: 2,939,529 shares 2,939,529 $116M 2.39% 0 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: 384,454 shares; 2024Q4: 405,078 shares; 2025Q1: 404,194 shares; 2025Q2: 404,194 shares; 2025Q3: 379,615 shares; 2025Q4: 379,615 shares 379,615 $110M 2.26% 0 Timeline VNQ 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: 981,947 shares; 2024Q4: 1,166,146 shares; 2025Q1: 1,201,208 shares; 2025Q2: 1,174,363 shares; 2025Q3: 1,174,363 shares; 2025Q4: 1,174,363 shares 1,174,363 $104M 2.14% 0 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 316,995 shares; 2024Q4: 315,283 shares; 2025Q1: 365,075 shares; 2025Q2: 341,352 shares; 2025Q3: 341,352 shares; 2025Q4: 323,914 shares 323,914 $83.6M 1.72% -17,438 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 719,519 shares; 2024Q4: 725,573 shares; 2025Q1: 774,720 shares; 2025Q2: 732,758 shares; 2025Q3: 685,140 shares; 2025Q4: 685,140 shares 685,140 $66M 1.36% 0 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,445,978 shares; 2024Q4: 1,641,416 shares; 2025Q1: 1,634,145 shares; 2025Q2: 1,509,275 shares; 2025Q3: 1,509,275 shares; 2025Q4: 1,431,920 shares 1,431,920 $65.1M 1.34% -77,355 Timeline EWT ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,019,176 shares; 2024Q4: 1,153,924 shares; 2025Q1: 1,216,247 shares; 2025Q2: 1,079,103 shares; 2025Q3: 992,815 shares; 2025Q4: 1,023,668 shares 1,023,668 $65M 1.34% +30,853 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 820,781 shares; 2024Q4: 863,968 shares; 2025Q1: 865,772 shares; 2025Q2: 803,643 shares; 2025Q3: 803,643 shares; 2025Q4: 759,224 shares 759,224 $61.3M 1.26% -44,419 Timeline EWU 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: 1,677,481 shares; 2024Q4: 1,768,143 shares; 2025Q1: 1,763,090 shares; 2025Q2: 1,552,803 shares; 2025Q3: 1,357,538 shares; 2025Q4: 1,281,507 shares 1,281,507 $56.4M 1.16% -76,031 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,653,738 shares; 2024Q4: 1,869,821 shares; 2025Q1: 1,964,116 shares; 2025Q2: 1,697,608 shares; 2025Q3: 1,697,608 shares; 2025Q4: 1,569,653 shares 1,569,653 $51.1M 1.05% -127,955 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,637,357 shares; 2024Q4: 1,751,813 shares; 2025Q1: 1,741,130 shares; 2025Q2: 1,639,165 shares; 2025Q3: 1,534,780 shares; 2025Q4: 1,454,948 shares 1,454,948 $50.1M 1.03% -79,832 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 209,008 shares; 2024Q4: 230,726 shares; 2025Q1: 243,808 shares; 2025Q2: 228,911 shares; 2025Q3: 228,911 shares; 2025Q4: 212,601 shares 212,601 $42.2M 0.87% -16,310 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,025,382 shares; 2024Q4: 1,025,382 shares; 2025Q1: 1,132,910 shares; 2025Q2: 1,058,220 shares; 2025Q3: 986,101 shares; 2025Q4: 986,101 shares 986,101 $37.5M 0.77% 0 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,834,036 shares; 2024Q4: 1,953,355 shares; 2025Q1: 2,072,055 shares; 2025Q2: 2,156,405 shares; 2025Q3: 2,156,405 shares; 2025Q4: 2,014,200 shares 2,014,200 $33.2M 0.68% -142,205 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 166,449 shares; 2024Q4: 166,812 shares; 2025Q1: 186,817 shares; 2025Q2: 186,397 shares; 2025Q3: 159,715 shares; 2025Q4: 166,728 shares 166,728 $32.4M 0.67% +7,013 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: 149,644 shares; 2024Q4: 149,644 shares; 2025Q1: 163,214 shares; 2025Q2: 211,971 shares; 2025Q3: 211,971 shares; 2025Q4: 174,928 shares 174,928 $32.3M 0.66% -37,043 Timeline EWL ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 483,491 shares; 2024Q4: 470,829 shares; 2025Q1: 446,817 shares; 2025Q2: 471,240 shares; 2025Q3: 471,240 shares; 2025Q4: 500,955 shares 500,955 $30M 0.62% +29,715 Timeline NEXT NEXTDECADE CORP More: the full row for NEXTDECADE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,627,416 shares; 2024Q4: 3,750,486 shares; 2025Q1: 4,597,423 shares; 2025Q2: 4,704,427 shares; 2025Q3: 4,642,512 shares; 2025Q4: 4,642,512 shares 4,642,512 $24.5M 0.5% 0 Timeline EWA ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 721,216 shares; 2024Q4: 837,693 shares; 2025Q1: 837,154 shares; 2025Q2: 776,099 shares; 2025Q3: 776,099 shares; 2025Q4: 816,234 shares 816,234 $21.4M 0.44% +40,135 Timeline EWC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 456,905 shares; 2024Q4: 504,817 shares; 2025Q1: 503,030 shares; 2025Q2: 447,909 shares; 2025Q3: 417,732 shares; 2025Q4: 394,205 shares 394,205 $21.3M 0.44% -23,527 Timeline EWZ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 623,630 shares; 2024Q4: 896,780 shares; 2025Q1: 832,621 shares; 2025Q2: 750,671 shares; 2025Q3: 675,879 shares; 2025Q4: 659,985 shares 659,985 $21M 0.43% -15,894 Timeline EWW ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 357,229 shares; 2024Q4: 414,610 shares; 2025Q1: 412,324 shares; 2025Q2: 338,993 shares; 2025Q3: 314,747 shares; 2025Q4: 297,086 shares 297,086 $20.6M 0.42% -17,661 Timeline EPI 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: 384,368 shares; 2024Q4: 441,474 shares; 2025Q1: 489,104 shares; 2025Q2: 433,341 shares; 2025Q3: 464,642 shares; 2025Q4: 440,569 shares 440,569 $20.4M 0.42% -24,073 Timeline VG VENTURE GLOBAL INC More: the full row for VENTURE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,386,900 shares; 2025Q2: 1,731,290 shares; 2025Q3: 1,875,673 shares; 2025Q4: 2,871,398 shares 2,871,398 $19.6M 0.4% +995,725 Timeline BKLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 425,928 shares; 2024Q4: 425,928 shares; 2025Q1: 711,031 shares; 2025Q2: 901,688 shares; 2025Q3: 901,688 shares; 2025Q4: 901,688 shares 901,688 $18.9M 0.39% 0 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 160,158 shares; 2024Q4: 160,158 shares; 2025Q1: 374,591 shares; 2025Q2: 374,591 shares; 2025Q3: 374,591 shares; 2025Q4: 374,591 shares 374,591 $15.5M 0.32% 0 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 149,706 shares; 2024Q4: 150,432 shares; 2025Q1: 367,433 shares; 2025Q2: 238,227 shares; 2025Q3: 244,717 shares; 2025Q4: 208,333 shares 208,333 $15.3M 0.31% -36,384 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 779,710 shares; 2024Q4: 749,135 shares; 2025Q1: 779,263 shares; 2025Q2: 792,905 shares; 2025Q3: 667,357 shares; 2025Q4: 556,180 shares 556,180 $15.3M 0.31% -111,177 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 309,156 shares; 2024Q4: 291,047 shares; 2025Q1: 322,489 shares; 2025Q2: 319,854 shares; 2025Q3: 306,423 shares; 2025Q4: 254,192 shares 254,192 $15.3M 0.31% -52,231 Timeline PBA PEMBINA PIPELINE CORP More: the full row for PEMBINA PIPELINE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 349,394 shares; 2024Q4: 377,260 shares; 2025Q1: 445,057 shares; 2025Q2: 445,057 shares; 2025Q3: 445,057 shares; 2025Q4: 399,887 shares 399,887 $15.2M 0.31% -45,170 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 357,406 shares; 2024Q4: 363,406 shares; 2025Q1: 407,266 shares; 2025Q2: 397,238 shares; 2025Q3: 366,049 shares; 2025Q4: 317,006 shares 317,006 $15.2M 0.31% -49,043 Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 303,543 shares; 2024Q4: 325,543 shares; 2025Q1: 378,813 shares; 2025Q2: 370,703 shares; 2025Q3: 346,288 shares; 2025Q4: 268,698 shares 268,698 $14.8M 0.3% -77,590 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 477,341 shares; 2024Q4: 496,741 shares; 2025Q1: 555,691 shares; 2025Q2: 564,894 shares; 2025Q3: 564,894 shares; 2025Q4: 458,840 shares 458,840 $14.7M 0.3% -106,054 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 280,885 shares; 2024Q4: 295,262 shares; 2025Q1: 349,962 shares; 2025Q2: 364,486 shares; 2025Q3: 364,391 shares; 2025Q4: 274,980 shares 274,980 $14.7M 0.3% -89,411 Timeline WES WESTERN MIDSTREAM PARTNERS L More: the full row for WESTERN MIDSTREAM PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 334,265 shares; 2024Q4: 353,344 shares; 2025Q1: 461,365 shares; 2025Q2: 472,420 shares; 2025Q3: 464,840 shares; 2025Q4: 369,992 shares 369,992 $14.6M 0.3% -94,848 Timeline KNTK KINETIK HOLDINGS INC More: the full row for KINETIK HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 245,554 shares; 2024Q4: 245,554 shares; 2025Q1: 270,487 shares; 2025Q2: 430,740 shares; 2025Q3: 426,663 shares; 2025Q4: 401,767 shares 401,767 $14.5M 0.3% -24,896 Timeline EWH ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 633,330 shares; 2024Q4: 744,502 shares; 2025Q1: 735,500 shares; 2025Q2: 646,987 shares; 2025Q3: 675,976 shares; 2025Q4: 638,585 shares 638,585 $13.6M 0.28% -37,391 Timeline PAGP PLAINS GP HLDGS L P More: the full row for PLAINS GP HLDGS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 732,335 shares; 2024Q4: 750,930 shares; 2025Q1: 885,873 shares; 2025Q2: 938,873 shares; 2025Q3: 938,873 shares; 2025Q4: 693,523 shares 693,523 $13.3M 0.27% -245,350 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: 130,782 shares; 2024Q4: 130,782 shares; 2025Q1: 144,025 shares; 2025Q2: 169,810 shares; 2025Q3: 167,910 shares; 2025Q4: 110,308 shares 110,308 $13.2M 0.27% -57,602 Timeline EWS ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 490,435 shares; 2024Q4: 490,435 shares; 2025Q1: 546,384 shares; 2025Q2: 458,054 shares; 2025Q3: 458,054 shares; 2025Q4: 475,622 shares 475,622 $13.1M 0.27% +17,568 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,925 shares; 2024Q4: 83,148 shares; 2025Q1: 125,169 shares; 2025Q2: 130,085 shares; 2025Q3: 121,939 shares; 2025Q4: 118,496 shares 118,496 $11.8M 0.24% -3,443 Timeline EWP ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 275,625 shares; 2024Q4: 326,951 shares; 2025Q1: 268,700 shares; 2025Q2: 236,223 shares; 2025Q3: 216,614 shares; 2025Q4: 204,438 shares 204,438 $11M 0.23% -12,176 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: 30,400 shares; 2024Q4: 31,550 shares; 2025Q1: 29,300 shares; 2025Q2: 28,700 shares; 2025Q3: 27,500 shares; 2025Q4: 27,250 shares 27,250 $8.28M 0.17% -250 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 104,073 shares; 2024Q4: 118,541 shares; 2025Q1: 108,039 shares; 2025Q2: 102,070 shares; 2025Q3: 102,070 shares; 2025Q4: 96,955 shares 96,955 $8.11M 0.17% -5,115 Timeline EWQ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 234,222 shares; 2024Q4: 270,155 shares; 2025Q1: 247,269 shares; 2025Q2: 201,263 shares; 2025Q3: 178,952 shares; 2025Q4: 178,952 shares 178,952 $8.05M 0.17% 0 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,065 shares; 2024Q4: 64,628 shares; 2025Q1: 61,320 shares; 2025Q2: 57,968 shares; 2025Q3: 55,869 shares; 2025Q4: 54,705 shares 54,705 $7.39M 0.15% -1,164 Timeline EZA ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 126,365 shares; 2024Q4: 125,579 shares; 2025Q1: 145,275 shares; 2025Q2: 127,657 shares; 2025Q3: 111,939 shares; 2025Q4: 106,287 shares 106,287 $7.31M 0.15% -5,652 Timeline TWO HARBORS INVENTMENT CORPO TWO HARBORS INVENTMENT CORPO More: the full row for TWO HARBORS INVENTMENT CORPO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,225,000 shares; 2024Q4: 7,225,000 shares; 2025Q1: 7,225,000 shares; 2025Q2: 7,225,000 shares; 2025Q3: 7,225,000 shares; 2025Q4: 7,225,000 shares 7,225,000 $7.21M 0.15% 0 NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,742 shares; 2024Q4: 23,742 shares; 2025Q1: 43,092 shares; 2025Q2: 47,592 shares; 2025Q3: 49,892 shares; 2025Q4: 47,642 shares 47,642 $6.57M 0.13% -2,250 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,223 shares; 2024Q4: 81,223 shares; 2025Q1: 81,223 shares; 2025Q2: 81,223 shares; 2025Q3: 81,223 shares; 2025Q4: 81,223 shares 81,223 $6.48M 0.13% 0 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: 7,816 shares; 2024Q4: 6,667 shares; 2025Q1: 6,683 shares; 2025Q2: 10,180 shares; 2025Q3: 10,336 shares; 2025Q4: 10,274 shares 10,274 $6.31M 0.13% -62 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 124,915 shares; 2024Q4: 120,315 shares; 2025Q1: 112,815 shares; 2025Q2: 107,665 shares; 2025Q3: 103,100 shares; 2025Q4: 101,525 shares 101,525 $6.13M 0.13% -1,575 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 122,165 shares; 2024Q4: 119,165 shares; 2025Q1: 119,165 shares; 2025Q2: 119,165 shares; 2025Q3: 119,165 shares; 2025Q4: 119,165 shares 119,165 $5.91M 0.12% 0 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: 3,480 shares; 2024Q4: 6,329 shares; 2025Q1: 34,598 shares; 2025Q2: 8,724 shares; 2025Q3: 7,244 shares; 2025Q4: 18,843 shares 18,843 $5.9M 0.12% +11,599 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: 33,025 shares; 2024Q4: 32,584 shares; 2025Q1: 32,530 shares; 2025Q2: 30,679 shares; 2025Q3: 26,941 shares; 2025Q4: 25,418 shares 25,418 $5.87M 0.12% -1,523 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: 26,364 shares; 2024Q4: 27,528 shares; 2025Q1: 17,355 shares; 2025Q2: 13,496 shares; 2025Q3: 13,091 shares; 2025Q4: 11,894 shares 11,894 $5.75M 0.12% -1,197 Timeline HESM HESS MIDSTREAM LP More: the full row for HESS MIDSTREAM LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 194,231 shares; 2024Q4: 195,231 shares; 2025Q1: 207,931 shares; 2025Q2: 209,931 shares; 2025Q3: 201,361 shares; 2025Q4: 163,561 shares 163,561 $5.64M 0.12% -37,800 Timeline EWM ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 181,588 shares; 2024Q4: 217,643 shares; 2025Q1: 240,192 shares; 2025Q2: 195,858 shares; 2025Q3: 195,858 shares; 2025Q4: 206,182 shares 206,182 $5.64M 0.12% +10,324 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: 15,101 shares; 2024Q4: 17,163 shares; 2025Q1: 16,628 shares; 2025Q2: 15,837 shares; 2025Q3: 15,094 shares; 2025Q4: 14,080 shares 14,080 $5.21M 0.11% -1,014 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,500 shares; 2024Q4: 73,500 shares; 2025Q1: 68,500 shares; 2025Q2: 66,500 shares; 2025Q3: 63,400 shares; 2025Q4: 56,300 shares 56,300 $4.81M 0.1% -7,100 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,650 shares; 2025Q2: 49,000 shares; 2025Q3: 47,675 shares; 2025Q4: 40,698 shares 40,698 $4.6M 0.09% -6,977 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 61,500 shares; 2025Q1: 57,450 shares; 2025Q2: 54,875 shares; 2025Q3: 52,375 shares; 2025Q4: 51,800 shares 51,800 $4.54M 0.09% -575 Timeline SOBO SOUTH BOW CORP More: the full row for SOUTH BOW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 210,379 shares; 2025Q1: 224,579 shares; 2025Q2: 224,579 shares; 2025Q3: 203,969 shares; 2025Q4: 161,679 shares 161,679 $4.44M 0.09% -42,290 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: 8,563 shares; 2024Q4: 9,586 shares; 2025Q1: 9,871 shares; 2025Q2: 9,275 shares; 2025Q3: 16,048 shares; 2025Q4: 6,684 shares 6,684 $4.41M 0.09% -9,364 Timeline IGSB 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: 121,764 shares; 2024Q4: 106,764 shares; 2025Q1: 106,764 shares; 2025Q2: 106,764 shares; 2025Q3: 93,764 shares; 2025Q4: 82,764 shares 82,764 $4.38M 0.09% -11,000 Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,620 shares; 2024Q4: 14,740 shares; 2025Q1: 13,665 shares; 2025Q2: 13,030 shares; 2025Q3: 12,450 shares; 2025Q4: 11,925 shares 11,925 $4.22M 0.09% -525 Timeline PENNYMAC CORP PENNYMAC CORP More: the full row for PENNYMAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,700,000 shares; 2024Q4: 2,700,000 shares; 2025Q1: 2,700,000 shares; 2025Q2: 3,203,000 shares; 2025Q3: 4,203,000 shares; 2025Q4: 4,203,000 shares 4,203,000 $4.21M 0.09% 0 THD ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,403 shares; 2024Q4: 65,172 shares; 2025Q1: 68,899 shares; 2025Q2: 75,645 shares; 2025Q3: 76,746 shares; 2025Q4: 70,522 shares 70,522 $4.21M 0.09% -6,224 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 138 shares; 2024Q4: 726 shares; 2025Q1: 23,027 shares; 2025Q2: 22,078 shares; 2025Q3: 20,675 shares; 2025Q4: 20,425 shares 20,425 $4.2M 0.09% -250 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,930 shares; 2024Q4: 64,805 shares; 2025Q1: 60,480 shares; 2025Q2: 57,805 shares; 2025Q3: 55,550 shares; 2025Q4: 53,125 shares 53,125 $4.18M 0.09% -2,425 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: 68,642 shares; 2024Q4: 58,354 shares; 2025Q1: 60,053 shares; 2025Q2: 57,120 shares; 2025Q3: 57,346 shares; 2025Q4: 53,196 shares 53,196 $4.1M 0.08% -4,150 Timeline TUR ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,205 shares; 2024Q4: 102,205 shares; 2025Q1: 109,247 shares; 2025Q2: 92,566 shares; 2025Q3: 99,658 shares; 2025Q4: 107,637 shares 107,637 $3.7M 0.08% +7,979 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,390 shares; 2025Q2: 4,390 shares; 2025Q3: 40,500 shares; 2025Q4: 45,000 shares 45,000 $3.68M 0.08% +4,500 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: 1,694 shares; 2025Q2: 15,859 shares; 2025Q3: 21,191 shares; 2025Q4: 20,597 shares 20,597 $3.66M 0.08% -594 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,456 shares; 2024Q4: 3,381 shares; 2025Q1: 3,121 shares; 2025Q2: 2,986 shares; 2025Q3: 2,856 shares; 2025Q4: 2,726 shares 2,726 $3.63M 0.07% -130 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,500 shares; 2025Q2: 11,075 shares; 2025Q3: 13,425 shares; 2025Q4: 12,775 shares 12,775 $3.62M 0.07% -650 Timeline RDDT REDDIT INC More: the full row for REDDIT 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: 15,500 shares; 2025Q2: 14,900 shares; 2025Q3: 16,900 shares; 2025Q4: 15,500 shares 15,500 $3.56M 0.07% -1,400 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,278 shares; 2024Q4: 67,278 shares; 2025Q1: 67,278 shares; 2025Q2: 67,278 shares; 2025Q3: 71,528 shares; 2025Q4: 71,528 shares 71,528 $3.47M 0.07% 0 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: not reported; 2024Q4: not reported; 2025Q1: 236 shares; 2025Q2: 181 shares; 2025Q3: 5,151 shares; 2025Q4: 5,112 shares 5,112 $3.44M 0.07% -39 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 180 shares; 2024Q4: 180 shares; 2025Q1: 8,155 shares; 2025Q2: 8,822 shares; 2025Q3: 7,401 shares; 2025Q4: 7,269 shares 7,269 $3.41M 0.07% -132 Timeline EME EMCOR GROUP INC More: the full row for EMCOR 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: 5,325 shares; 2025Q3: 5,850 shares; 2025Q4: 5,425 shares 5,425 $3.32M 0.07% -425 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: 16,667 shares; 2024Q4: 16,004 shares; 2025Q1: 15,933 shares; 2025Q2: 17,347 shares; 2025Q3: 17,234 shares; 2025Q4: 19,998 shares 19,998 $3.05M 0.06% +2,764 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: 6,455 shares; 2024Q4: 8,068 shares; 2025Q1: 10,457 shares; 2025Q2: 10,085 shares; 2025Q3: 9,828 shares; 2025Q4: 9,554 shares 9,554 $3M 0.06% -274 Timeline TAK TAKEDA PHARMACEUTICAL CO LTD More: the full row for TAKEDA PHARMACEUTICAL CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 178,000 shares; 2024Q4: 178,000 shares; 2025Q1: 181,000 shares; 2025Q2: 181,000 shares; 2025Q3: 185,000 shares; 2025Q4: 192,000 shares 192,000 $2.99M 0.06% +7,000 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: 12,114 shares; 2024Q4: 11,961 shares; 2025Q1: 13,173 shares; 2025Q2: 12,762 shares; 2025Q3: 8,702 shares; 2025Q4: 10,325 shares 10,325 $2.95M 0.06% +1,623 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,920 shares; 2024Q4: 29,325 shares; 2025Q1: 29,325 shares; 2025Q2: 29,325 shares; 2025Q3: 29,325 shares; 2025Q4: 30,550 shares 30,550 $2.93M 0.06% +1,225 Timeline USFD US FOODS HLDG CORP More: the full row for US FOODS HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,175 shares; 2024Q4: 44,175 shares; 2025Q1: 41,327 shares; 2025Q2: 39,175 shares; 2025Q3: 38,678 shares; 2025Q4: 35,825 shares 35,825 $2.7M 0.06% -2,853 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 60,000 shares; 2025Q4: 59,025 shares 59,025 $2.63M 0.05% -975 Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,845 shares; 2024Q4: 32,045 shares; 2025Q1: 32,045 shares; 2025Q2: 32,045 shares; 2025Q3: 32,045 shares; 2025Q4: 32,045 shares 32,045 $2.57M 0.05% 0 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: 36,819 shares; 2024Q4: 23,000 shares; 2025Q1: 24,000 shares; 2025Q2: 24,000 shares; 2025Q3: 24,000 shares; 2025Q4: 23,000 shares 23,000 $2.56M 0.05% -1,000 Timeline TTEK TETRA TECH INC NEW More: the full row for TETRA TECH INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,260 shares; 2024Q4: 62,801 shares; 2025Q1: 72,960 shares; 2025Q2: 75,660 shares; 2025Q3: 75,660 shares; 2025Q4: 75,660 shares 75,660 $2.54M 0.05% 0 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: 15,925 shares; 2025Q2: 15,225 shares; 2025Q3: 14,575 shares; 2025Q4: 14,025 shares 14,025 $2.43M 0.05% -550 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,050 shares; 2025Q3: 8,725 shares; 2025Q4: 7,825 shares 7,825 $2.4M 0.05% -900 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,827 shares; 2024Q4: 8,331 shares; 2025Q1: 8,645 shares; 2025Q2: 8,807 shares; 2025Q3: 10,162 shares; 2025Q4: 9,255 shares 9,255 $2.38M 0.05% -907 Timeline SPHY 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: 60,000 shares; 2025Q1: 30,000 shares; 2025Q2: 62,000 shares; 2025Q3: 132,000 shares; 2025Q4: 100,000 shares 100,000 $2.37M 0.05% -32,000 Timeline BG BUNGE GLOBAL SA More: the full row for BUNGE GLOBAL SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,369 shares; 2024Q4: 23,359 shares; 2025Q1: 23,220 shares; 2025Q2: 25,220 shares; 2025Q3: 25,220 shares; 2025Q4: 26,217 shares 26,217 $2.34M 0.05% +997 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 35,567 shares 35,567 $2.33M 0.05% new Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 228 shares; 2024Q4: 363 shares; 2025Q1: 1,907 shares; 2025Q2: 3,953 shares; 2025Q3: 3,934 shares; 2025Q4: 6,505 shares 6,505 $2.3M 0.05% +2,571 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,250 shares; 2025Q4: 16,725 shares 16,725 $2.26M 0.05% -525 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,855 shares; 2024Q4: 2,257 shares; 2025Q1: 2,560 shares; 2025Q2: 5,187 shares; 2025Q3: 6,452 shares; 2025Q4: 5,561 shares 5,561 $1.95M 0.04% -891 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,500 shares 17,500 $1.93M 0.04% new 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: 20,130 shares; 2024Q4: 22,261 shares; 2025Q1: 24,409 shares; 2025Q2: 10,882 shares; 2025Q3: 9,642 shares; 2025Q4: 7,027 shares 7,027 $1.91M 0.04% -2,615 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,561 shares; 2024Q4: 11,454 shares; 2025Q1: 14,039 shares; 2025Q2: 15,442 shares; 2025Q3: 6,083 shares; 2025Q4: 46,069 shares 46,069 $1.88M 0.04% +39,986 Timeline ALV AUTOLIV INC More: the full row for AUTOLIV 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: 16,200 shares; 2025Q4: 15,550 shares 15,550 $1.85M 0.04% -650 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 375 shares; 2024Q4: 240 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,650 shares 10,650 $1.84M 0.04% new 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: 7,547 shares; 2024Q4: 9,944 shares; 2025Q1: 27,960 shares; 2025Q2: 14,537 shares; 2025Q3: 12,908 shares; 2025Q4: 9,756 shares 9,756 $1.82M 0.04% -3,152 Timeline MDU MDU RES GROUP INC More: the full row for MDU RES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,010 shares; 2024Q4: 89,010 shares; 2025Q1: 89,010 shares; 2025Q2: 89,410 shares; 2025Q3: 89,410 shares; 2025Q4: 89,410 shares 89,410 $1.75M 0.04% 0 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,678 shares; 2024Q4: 20,900 shares; 2025Q1: 28,000 shares; 2025Q2: 32,813 shares; 2025Q3: 31,000 shares; 2025Q4: 34,032 shares 34,032 $1.73M 0.04% +3,032 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: 12,600 shares; 2024Q4: 12,850 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,100 shares; 2025Q4: 5,025 shares 5,025 $1.71M 0.04% -75 Timeline SSNC SS&C TECH HLDGS More: the full row for SS&C TECH HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,500 shares; 2024Q4: 23,850 shares; 2025Q1: 22,425 shares; 2025Q2: 22,432 shares; 2025Q3: 21,569 shares; 2025Q4: 19,525 shares 19,525 $1.71M 0.04% -2,044 Timeline FLS FLOWSERVE CORP More: the full row for FLOWSERVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,500 shares 24,500 $1.7M 0.03% new Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,800 shares 1,800 $1.63M 0.03% new Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,228 shares; 2024Q4: 3,510 shares; 2025Q1: 8,730 shares; 2025Q2: 8,860 shares; 2025Q3: 8,273 shares; 2025Q4: 7,985 shares 7,985 $1.56M 0.03% -288 Timeline PSMT PRICESMART INC More: the full row for PRICESMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,000 shares; 2024Q4: 10,064 shares; 2025Q1: 10,064 shares; 2025Q2: 12,339 shares; 2025Q3: 12,339 shares; 2025Q4: 12,339 shares 12,339 $1.51M 0.03% 0 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: 13,860 shares; 2024Q4: 13,860 shares; 2025Q1: 13,860 shares; 2025Q2: 13,860 shares; 2025Q3: 13,860 shares; 2025Q4: 7,144 shares 7,144 $1.48M 0.03% -6,716 Timeline MOS MOSAIC CO More: the full row for MOSAIC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,517 shares; 2024Q4: 54,456 shares; 2025Q1: 59,190 shares; 2025Q2: 59,790 shares; 2025Q3: 59,790 shares; 2025Q4: 59,790 shares 59,790 $1.44M 0.03% 0 Timeline ARCO ARCOS DORADOS HLDGS INC More: the full row for ARCOS DORADOS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,000 shares; 2024Q4: 145,340 shares; 2025Q1: 159,840 shares; 2025Q2: 170,090 shares; 2025Q3: 182,090 shares; 2025Q4: 182,090 shares 182,090 $1.34M 0.03% 0 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: 7,140 shares; 2025Q1: 11,830 shares; 2025Q2: 4,857 shares; 2025Q3: 7,109 shares; 2025Q4: 9,545 shares 9,545 $1.25M 0.03% +2,436 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 163 shares; 2024Q4: 526 shares; 2025Q1: 167 shares; 2025Q2: 131 shares; 2025Q3: 542 shares; 2025Q4: 5,811 shares 5,811 $1.25M 0.03% +5,269 Timeline RIOT PLATFORMS INC RIOT PLATFORMS INC More: the full row for RIOT PLATFORMS 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: 1,100,000 shares 1,100,000 $1.25M 0.03% new 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: 3,778 shares; 2024Q4: 4,348 shares; 2025Q1: 6,124 shares; 2025Q2: 3,725 shares; 2025Q3: 4,432 shares; 2025Q4: 3,293 shares 3,293 $1.14M 0.02% -1,139 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,474 shares; 2024Q4: 2,357 shares; 2025Q1: 2,846 shares; 2025Q2: 1,673 shares; 2025Q3: 2,069 shares; 2025Q4: 1,961 shares 1,961 $1.12M 0.02% -108 Timeline ECG EVERUS CONSTR GROUP More: the full row for EVERUS CONSTR GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 22,252 shares; 2025Q1: 22,692 shares; 2025Q2: 22,692 shares; 2025Q3: 22,692 shares; 2025Q4: 13,008 shares 13,008 $1.11M 0.02% -9,684 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,636 shares; 2024Q4: 4,731 shares; 2025Q1: 4,662 shares; 2025Q2: 4,337 shares; 2025Q3: 3,983 shares; 2025Q4: 3,586 shares 3,586 $1.11M 0.02% -397 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: not reported; 2025Q3: not reported; 2025Q4: 7,800 shares 7,800 $1.11M 0.02% new Timeline CSWC CAPITAL SOUTHWEST CORP More: the full row for CAPITAL SOUTHWEST CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20,000 shares; 2025Q1: 20,000 shares; 2025Q2: 20,000 shares; 2025Q3: 20,000 shares; 2025Q4: 49,000 shares 49,000 $1.09M 0.02% +29,000 Timeline PENNYMAC CORP PENNYMAC CORP More: the full row for PENNYMAC 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: 1,000,000 shares; 2025Q4: 1,000,000 shares 1,000,000 $1.06M 0.02% 0 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: 14,475 shares; 2024Q4: 29,475 shares; 2025Q1: 32,108 shares; 2025Q2: 32,648 shares; 2025Q3: 32,516 shares; 2025Q4: 37,475 shares 37,475 $1.05M 0.02% +4,959 Timeline TRIN TRINITY CAP INC More: the full row for TRINITY CAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,337 shares; 2024Q4: 70,337 shares; 2025Q1: 70,337 shares; 2025Q2: 70,337 shares; 2025Q3: 70,337 shares; 2025Q4: 70,337 shares 70,337 $1.03M 0.02% 0 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,790 shares; 2024Q4: 1,174 shares; 2025Q1: 1,087 shares; 2025Q2: 998 shares; 2025Q3: 986 shares; 2025Q4: 803 shares 803 $976K 0.02% -183 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: 3,294 shares; 2024Q4: 3,474 shares; 2025Q1: 3,428 shares; 2025Q2: 3,144 shares; 2025Q3: 3,094 shares; 2025Q4: 3,121 shares 3,121 $976K 0.02% +27 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,872 shares; 2025Q3: 2,872 shares; 2025Q4: 2,872 shares 2,872 $915K 0.02% 0 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,492 shares; 2024Q4: 3,364 shares; 2025Q1: 3,166 shares; 2025Q2: 2,674 shares; 2025Q3: 2,144 shares; 2025Q4: 1,932 shares 1,932 $902K 0.02% -212 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,145 shares; 2024Q4: 5,586 shares; 2025Q1: 4,952 shares; 2025Q2: 4,878 shares; 2025Q3: 3,979 shares; 2025Q4: 4,050 shares 4,050 $890K 0.02% +71 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,552 shares; 2024Q4: 1,710 shares; 2025Q1: 1,710 shares; 2025Q2: 7,010 shares; 2025Q3: 7,960 shares; 2025Q4: 2,485 shares 2,485 $888K 0.02% -5,475 Timeline CAPITAL SOUTHWEST CORP CAPITAL SOUTHWEST CORP More: the full row for CAPITAL SOUTHWEST CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,387,000 shares; 2025Q1: 1,387,000 shares; 2025Q2: 1,387,000 shares; 2025Q3: 887,000 shares; 2025Q4: 887,000 shares 887,000 $880K 0.02% 0 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: 10,689 shares; 2024Q4: 10,368 shares; 2025Q1: 9,850 shares; 2025Q2: 9,850 shares; 2025Q3: 7,850 shares; 2025Q4: 5,425 shares 5,425 $879K 0.02% -2,425 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: 473 shares; 2024Q4: 429 shares; 2025Q1: 370 shares; 2025Q2: 328 shares; 2025Q3: 258 shares; 2025Q4: 258 shares 258 $875K 0.02% 0 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,298 shares; 2024Q4: 1,026 shares; 2025Q1: 3,662 shares; 2025Q2: 3,135 shares; 2025Q3: 3,135 shares; 2025Q4: 3,135 shares 3,135 $856K 0.02% 0 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: 2,799 shares; 2024Q4: 3,153 shares; 2025Q1: 3,480 shares; 2025Q2: 3,787 shares; 2025Q3: 4,165 shares; 2025Q4: 2,427 shares 2,427 $835K 0.02% -1,738 Timeline GCT GIGACLOUD TECHNOLOGY INC More: the full row for GIGACLOUD TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,700 shares; 2025Q4: 20,400 shares 20,400 $801K 0.02% -1,300 Timeline TMDX TRANSMEDICS GROUP INC More: the full row for TRANSMEDICS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,800 shares; 2024Q4: 4,800 shares; 2025Q1: 3,150 shares; 2025Q2: 3,150 shares; 2025Q3: 6,875 shares; 2025Q4: 6,575 shares 6,575 $800K 0.02% -300 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,185 shares; 2024Q4: 1,545 shares; 2025Q1: 920 shares; 2025Q2: 850 shares; 2025Q3: 850 shares; 2025Q4: 850 shares 850 $793K 0.02% 0 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: 1,092 shares; 2024Q4: 1,088 shares; 2025Q1: 1,053 shares; 2025Q2: 907 shares; 2025Q3: 434 shares; 2025Q4: 6,730 shares 6,730 $781K 0.02% +6,296 Timeline HTGC HERCULES CAPITAL INC More: the full row for HERCULES CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 40,565 shares 40,565 $763K 0.02% new Timeline CVNA CARVANA CO More: the full row for CARVANA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,736 shares; 2025Q4: 1,736 shares 1,736 $733K 0.02% 0 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: 12,128 shares; 2024Q4: 12,128 shares; 2025Q1: 12,128 shares; 2025Q2: 12,128 shares; 2025Q3: 12,128 shares; 2025Q4: 12,128 shares 12,128 $732K 0.02% 0 Timeline FBIN FORTUNE BRANDS INNOVATIONS I More: the full row for FORTUNE BRANDS INNOVATIONS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,000 shares; 2024Q4: 6,500 shares; 2025Q1: 8,500 shares; 2025Q2: 14,500 shares; 2025Q3: 14,500 shares; 2025Q4: 14,500 shares 14,500 $725K 0.01% 0 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 527 shares; 2025Q2: 3,401 shares; 2025Q3: 3,382 shares; 2025Q4: 3,453 shares 3,453 $708K 0.01% +71 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: 1,595 shares; 2024Q4: 2,225 shares; 2025Q1: 1,165 shares; 2025Q2: 1,778 shares; 2025Q3: 2,480 shares; 2025Q4: 1,561 shares 1,561 $702K 0.01% -919 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: 1,990 shares; 2024Q4: 1,990 shares; 2025Q1: 1,380 shares; 2025Q2: 1,380 shares; 2025Q3: 1,190 shares; 2025Q4: 1,190 shares 1,190 $668K 0.01% 0 Timeline CG CARLYLE GROUP INC More: the full row for CARLYLE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,653 shares; 2024Q4: 6,000 shares; 2025Q1: 11,000 shares; 2025Q2: 11,000 shares; 2025Q3: 11,000 shares; 2025Q4: 11,000 shares 11,000 $650K 0.01% 0 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,111 shares; 2024Q4: 9,776 shares; 2025Q1: 11,268 shares; 2025Q2: 11,048 shares; 2025Q3: 9,688 shares; 2025Q4: 9,688 shares 9,688 $644K 0.01% 0 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39 shares; 2024Q4: 39 shares; 2025Q1: 39 shares; 2025Q2: 31 shares; 2025Q3: 28 shares; 2025Q4: 314 shares 314 $632K 0.01% +286 Timeline CIVI CIVITAS RESOURCES INC More: the full row for CIVITAS RESOURCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,098 shares; 2024Q4: 18,298 shares; 2025Q1: 18,298 shares; 2025Q2: 18,298 shares; 2025Q3: 23,298 shares; 2025Q4: 23,298 shares 23,298 $631K 0.01% 0 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: 149 shares; 2024Q4: 1,451 shares; 2025Q1: 1,580 shares; 2025Q2: 2,267 shares; 2025Q3: 3,769 shares; 2025Q4: 3,405 shares 3,405 $624K 0.01% -364 Timeline WYNN WYNN RESORTS LTD More: the full row for WYNN RESORTS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,173 shares 5,173 $622K 0.01% new 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: not reported; 2025Q4: 6,526 shares 6,526 $587K 0.01% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 714 shares; 2025Q3: 714 shares; 2025Q4: 714 shares 714 $586K 0.01% 0 Timeline OWL BLUE OWL CAPITAL INC More: the full row for BLUE OWL CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,350 shares; 2024Q4: 30,475 shares; 2025Q1: 8,425 shares; 2025Q2: 27,459 shares; 2025Q3: 47,459 shares; 2025Q4: 39,034 shares 39,034 $583K 0.01% -8,425 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: not reported; 2025Q1: 19,200 shares; 2025Q2: 18,100 shares; 2025Q3: 17,125 shares; 2025Q4: 16,325 shares 16,325 $568K 0.01% -800 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,495 shares; 2024Q4: 6,639 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,275 shares; 2025Q4: 4,275 shares 4,275 $568K 0.01% 0 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 466 shares; 2025Q2: not reported; 2025Q3: 613 shares; 2025Q4: 613 shares 613 $539K 0.01% 0 Timeline PSEC PROSPECT CAP CORP More: the full row for PROSPECT CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,140 shares; 2024Q4: 95,140 shares; 2025Q1: 95,140 shares; 2025Q2: 95,140 shares; 2025Q3: 200,742 shares; 2025Q4: 200,742 shares 200,742 $520K 0.01% 0 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,268 shares; 2024Q4: 6,356 shares; 2025Q1: 6,520 shares; 2025Q2: 5,999 shares; 2025Q3: 6,331 shares; 2025Q4: 6,459 shares 6,459 $513K 0.01% +128 Timeline KGC KINROSS GOLD CORP More: the full row for KINROSS GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,900 shares; 2025Q3: 10,450 shares; 2025Q4: 17,850 shares 17,850 $503K 0.01% +7,400 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: 3,302 shares; 2024Q4: 1,451 shares; 2025Q1: 2,633 shares; 2025Q2: 5,510 shares; 2025Q3: 3,744 shares; 2025Q4: 5,010 shares 5,010 $500K 0.01% +1,266 Timeline SNEX STONEX GROUP INC More: the full row for STONEX 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: 5,175 shares; 2025Q2: 5,174 shares; 2025Q3: 5,174 shares; 2025Q4: 5,174 shares 5,174 $492K 0.01% 0 Timeline CLMB CLIMB GLOBAL SOLUTIONS INC More: the full row for CLIMB GLOBAL 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: 3,150 shares; 2025Q2: 3,150 shares; 2025Q3: 4,630 shares; 2025Q4: 4,630 shares 4,630 $476K 0.01% 0 Timeline TOST TOAST INC More: the full row for TOAST 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: 13,000 shares 13,000 $462K 0.01% new Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,327 shares 9,327 $453K 0.01% new Timeline SUPER MICRO COMPUTER INC SUPER MICRO COMPUTER INC More: the full row for SUPER MICRO COMPUTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 500,000 shares 500,000 $446K 0.01% new MARA HOLDINGS INC MARA HOLDINGS INC More: the full row for MARA HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 500,000 shares 500,000 $418K 0.01% new RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,256 shares; 2024Q4: 1,610 shares; 2025Q1: 2,560 shares; 2025Q2: 2,560 shares; 2025Q3: 2,560 shares; 2025Q4: 2,560 shares 2,560 $411K 0.01% 0 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 279 shares; 2024Q4: 581 shares; 2025Q1: 743 shares; 2025Q2: 621 shares; 2025Q3: 573 shares; 2025Q4: 613 shares 613 $406K 0.01% +40 Timeline NSLR NEOSTELLAR CAP CORP More: the full row for NEOSTELLAR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,466 shares; 2024Q4: 42,466 shares; 2025Q1: 42,466 shares; 2025Q2: 42,466 shares; 2025Q3: 42,466 shares; 2025Q4: 42,466 shares 42,466 $401K 0.01% 0 Timeline NYAX NAYAX LTD More: the full row for NAYAX 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: 7,500 shares; 2025Q4: 7,500 shares 7,500 $379K 0.01% 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: 3,000 shares; 2024Q4: 2,540 shares; 2025Q1: 5,792 shares; 2025Q2: 6,800 shares; 2025Q3: 6,083 shares; 2025Q4: 3,032 shares 3,032 $365K 0.01% -3,051 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 274 shares; 2024Q4: 637 shares; 2025Q1: 803 shares; 2025Q2: 671 shares; 2025Q3: 179 shares; 2025Q4: 641 shares 641 $363K 0.01% +462 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,393 shares; 2024Q4: 1,687 shares; 2025Q1: 979 shares; 2025Q2: 896 shares; 2025Q3: 743 shares; 2025Q4: 719 shares 719 $338K 0.01% -24 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: 26,396 shares; 2024Q4: 8,707 shares; 2025Q1: 10,005 shares; 2025Q2: 14,961 shares; 2025Q3: 10,428 shares; 2025Q4: 6,063 shares 6,063 $333K 0.01% -4,365 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: 126 shares; 2024Q4: 1,451 shares; 2025Q1: 2,106 shares; 2025Q2: 1,813 shares; 2025Q3: 2,172 shares; 2025Q4: 1,011 shares 1,011 $326K 0.01% -1,161 Timeline IGIC INTL GNRL INSURANCE HLDNGS L More: the full row for INTL GNRL INSURANCE HLDNGS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,600 shares; 2025Q2: 12,850 shares; 2025Q3: 12,850 shares; 2025Q4: 12,850 shares 12,850 $322K 0.01% 0 Timeline GRANITE CONSTR INC GRANITE CONSTR INC More: the full row for GRANITE CONSTR 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: 200,000 shares; 2025Q4: 200,000 shares 200,000 $320K 0.01% 0 AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,900 shares; 2025Q3: 950 shares; 2025Q4: 1,835 shares 1,835 $311K 0.01% +885 Timeline ODD ODDITY TECH LTD More: the full row for ODDITY TECH LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,280 shares; 2024Q4: 18,280 shares; 2025Q1: 16,380 shares; 2025Q2: 11,380 shares; 2025Q3: 11,380 shares; 2025Q4: 7,730 shares 7,730 $311K 0.01% -3,650 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: 908 shares; 2024Q4: 1,634 shares; 2025Q1: 1,946 shares; 2025Q2: 2,521 shares; 2025Q3: 2,291 shares; 2025Q4: 1,451 shares 1,451 $295K 0.01% -840 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: 5,000 shares; 2024Q4: 5,000 shares; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 5,000 shares 5,000 $282K 0.01% 0 Timeline CYBERARK SOFTWARE LTD/ISRAEL CYBERARK SOFTWARE LTD/ISRAEL More: the full row for CYBERARK SOFTWARE LTD/ISRAEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,115 shares; 2025Q2: 1,115 shares; 2025Q3: 1,115 shares; 2025Q4: 605 shares 605 $270K 0.01% -510 CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 665 shares; 2024Q4: 726 shares; 2025Q1: 1,053 shares; 2025Q2: 907 shares; 2025Q3: not reported; 2025Q4: 1,011 shares 1,011 $268K 0.01% new Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 142 shares; 2024Q4: 726 shares; 2025Q1: 527 shares; 2025Q2: 907 shares; 2025Q3: 434 shares; 2025Q4: 505 shares 505 $264K 0.01% +71 Timeline RITM RITHM CAPITAL CORP More: the full row for RITHM CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,106 shares; 2024Q4: 24,106 shares; 2025Q1: 24,106 shares; 2025Q2: 24,106 shares; 2025Q3: 24,106 shares; 2025Q4: 24,106 shares 24,106 $263K 0.01% 0 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,016 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,476 shares; 2025Q4: 2,021 shares 2,021 $258K 0.01% -1,455 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: 1,083 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,526 shares 2,526 $251K 0.01% new 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: 26,960 shares; 2024Q4: 26,010 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 590 shares; 2025Q4: 590 shares 590 $249K 0.01% 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: 2,702 shares; 2024Q4: 6,168 shares; 2025Q1: 9,478 shares; 2025Q2: 4,534 shares; 2025Q3: 2,607 shares; 2025Q4: 3,537 shares 3,537 $247K 0.01% +930 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: 1,950 shares; 2024Q4: 4,875 shares; 2025Q1: 4,075 shares; 2025Q2: 4,987 shares; 2025Q3: 5,214 shares; 2025Q4: 3,032 shares 3,032 $243K 0.01% -2,182 Timeline LYFT INC LYFT INC More: the full row for LYFT 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: 200,000 shares; 2025Q4: 200,000 shares 200,000 $241K <0.01% 0 DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 306 shares; 2024Q4: 388 shares; 2025Q1: 527 shares; 2025Q2: 453 shares; 2025Q3: 434 shares; 2025Q4: 505 shares 505 $235K <0.01% +71 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,461 shares; 2024Q4: 1,613 shares; 2025Q1: 1,234 shares; 2025Q2: 2,331 shares; 2025Q3: 2,542 shares; 2025Q4: 1,096 shares 1,096 $235K <0.01% -1,446 Timeline IIPR INNOVATIVE INDL PPTYS INC More: the full row for INNOVATIVE INDL PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,390 shares; 2024Q4: 2,390 shares; 2025Q1: 2,390 shares; 2025Q2: 2,390 shares; 2025Q3: 4,890 shares; 2025Q4: 4,890 shares 4,890 $232K <0.01% 0 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: 397 shares; 2024Q4: 865 shares; 2025Q1: 1,557 shares; 2025Q2: 1,318 shares; 2025Q3: 1,198 shares; 2025Q4: 1,251 shares 1,251 $230K <0.01% +53 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75 shares; 2024Q4: 363 shares; 2025Q1: 527 shares; 2025Q2: 907 shares; 2025Q3: 1,303 shares; 2025Q4: 1,011 shares 1,011 $230K <0.01% -292 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,862 shares; 2024Q4: 40,233 shares; 2025Q1: 38,722 shares; 2025Q2: 35,418 shares; 2025Q3: 2,344 shares; 2025Q4: 1,505 shares 1,505 $218K <0.01% -839 Timeline TPG TPG INC More: the full row for TPG 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: 3,400 shares; 2025Q3: 3,400 shares; 2025Q4: 3,400 shares 3,400 $217K <0.01% 0 Timeline BLACKLINE INC BLACKLINE INC More: the full row for BLACKLINE 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: 200,000 shares; 2025Q4: 200,000 shares 200,000 $211K <0.01% 0 KNSL KINSALE CAP GROUP INC More: the full row for KINSALE CAP GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,595 shares; 2024Q4: 1,520 shares; 2025Q1: 1,400 shares; 2025Q2: 740 shares; 2025Q3: 540 shares; 2025Q4: 540 shares 540 $211K <0.01% 0 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 363 shares; 2024Q4: not reported; 2025Q1: 1,580 shares; 2025Q2: 907 shares; 2025Q3: 1,200 shares; 2025Q4: 1,200 shares 1,200 $211K <0.01% 0 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 576 shares; 2024Q4: 446 shares; 2025Q1: 169 shares; 2025Q2: 3,307 shares; 2025Q3: 3,169 shares; 2025Q4: 2,205 shares 2,205 $201K <0.01% -964 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS 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: 1,689 shares; 2025Q3: 1,689 shares; 2025Q4: 1,000 shares 1,000 $198K <0.01% -689 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 781 shares; 2024Q4: 1,814 shares; 2025Q1: 3,686 shares; 2025Q2: 907 shares; 2025Q3: 434 shares; 2025Q4: 1,011 shares 1,011 $197K <0.01% +577 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 363 shares; 2025Q1: 527 shares; 2025Q2: 453 shares; 2025Q3: 434 shares; 2025Q4: 505 shares 505 $197K <0.01% +71 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: not reported; 2025Q4: 4,480 shares 4,480 $196K <0.01% new 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: 11,601 shares; 2024Q4: 11,205 shares; 2025Q1: 10,982 shares; 2025Q2: 5,453 shares; 2025Q3: 434 shares; 2025Q4: 505 shares 505 $194K <0.01% +71 Timeline NUTANIX INC NUTANIX INC More: the full row for NUTANIX 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: 200,000 shares 200,000 $193K <0.01% new BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,088 shares; 2025Q1: 1,580 shares; 2025Q2: 2,267 shares; 2025Q3: 3,041 shares; 2025Q4: 2,021 shares 2,021 $193K <0.01% -1,020 Timeline HPK HIGHPEAK ENERGY INC More: the full row for HIGHPEAK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 40,000 shares; 2025Q4: 40,000 shares 40,000 $190K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: 3,055 shares; 2025Q2: 3,555 shares; 2025Q3: 8,031 shares; 2025Q4: 2,021 shares 2,021 $189K <0.01% -6,010 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: 2,824 shares; 2024Q4: 1,451 shares; 2025Q1: 2,106 shares; 2025Q2: 3,173 shares; 2025Q3: 3,041 shares; 2025Q4: 2,021 shares 2,021 $188K <0.01% -1,020 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 795 shares; 2024Q4: 747 shares; 2025Q1: 1,434 shares; 2025Q2: 1,207 shares; 2025Q3: 1,117 shares; 2025Q4: 667 shares 667 $181K <0.01% -450 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 538 shares; 2024Q4: 530 shares; 2025Q1: 694 shares; 2025Q2: 586 shares; 2025Q3: 538 shares; 2025Q4: 604 shares 604 $179K <0.01% +66 Timeline BMI BADGER METER INC More: the full row for BADGER METER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70 shares; 2024Q4: 53 shares; 2025Q1: not reported; 2025Q2: 325 shares; 2025Q3: 1,525 shares; 2025Q4: 1,015 shares 1,015 $177K <0.01% -510 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,197 shares; 2024Q4: 1,685 shares; 2025Q1: 527 shares; 2025Q2: 453 shares; 2025Q3: 434 shares; 2025Q4: 1,085 shares 1,085 $176K <0.01% +651 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,776 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,547 shares 4,547 $175K <0.01% new Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,925 shares; 2024Q4: 10,916 shares; 2025Q1: 12,519 shares; 2025Q2: 17,081 shares; 2025Q3: 19,235 shares; 2025Q4: 13,274 shares 13,274 $174K <0.01% -5,961 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: 773 shares; 2024Q4: 679 shares; 2025Q1: 842 shares; 2025Q2: 701 shares; 2025Q3: 638 shares; 2025Q4: 675 shares 675 $174K <0.01% +37 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,567 shares; 2024Q4: 15,921 shares; 2025Q1: 11,567 shares; 2025Q2: 3,173 shares; 2025Q3: not reported; 2025Q4: 1,516 shares 1,516 $172K <0.01% new 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: 2,118 shares; 2025Q1: 3,094 shares; 2025Q2: 2,587 shares; 2025Q3: 1,522 shares; 2025Q4: 963 shares 963 $165K <0.01% -559 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 270 shares; 2024Q4: 818 shares; 2025Q1: 1,053 shares; 2025Q2: 907 shares; 2025Q3: 434 shares; 2025Q4: 505 shares 505 $156K <0.01% +71 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: 334 shares; 2024Q4: 1,088 shares; 2025Q1: 1,580 shares; 2025Q2: 453 shares; 2025Q3: 869 shares; 2025Q4: 505 shares 505 $154K <0.01% -364 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,902 shares; 2024Q4: 84,495 shares; 2025Q1: 81,288 shares; 2025Q2: 5,440 shares; 2025Q3: 9,124 shares; 2025Q4: 6,063 shares 6,063 $151K <0.01% -3,061 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: 1,398 shares; 2024Q4: 726 shares; 2025Q1: 1,053 shares; 2025Q2: 453 shares; 2025Q3: 434 shares; 2025Q4: 505 shares 505 $150K <0.01% +71 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: 5,728 shares; 2024Q4: 5,548 shares; 2025Q1: 5,203 shares; 2025Q2: 4,863 shares; 2025Q3: 221 shares; 2025Q4: 173 shares 173 $149K <0.01% -48 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62 shares; 2024Q4: 363 shares; 2025Q1: 527 shares; 2025Q2: 453 shares; 2025Q3: 434 shares; 2025Q4: 505 shares 505 $148K <0.01% +71 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: 373 shares; 2024Q4: 726 shares; 2025Q1: 1,053 shares; 2025Q2: 453 shares; 2025Q3: 869 shares; 2025Q4: 1,525 shares 1,525 $148K <0.01% +656 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: 332 shares; 2024Q4: 332 shares; 2025Q1: 334 shares; 2025Q2: 262 shares; 2025Q3: 209 shares; 2025Q4: 1,574 shares 1,574 $148K <0.01% +1,365 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 552 shares; 2024Q4: 1,858 shares; 2025Q1: 1,463 shares; 2025Q2: 1,238 shares; 2025Q3: 1,136 shares; 2025Q4: 1,267 shares 1,267 $146K <0.01% +131 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: 185 shares; 2024Q4: 363 shares; 2025Q1: not reported; 2025Q2: 453 shares; 2025Q3: 434 shares; 2025Q4: 505 shares 505 $146K <0.01% +71 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: 1,423 shares; 2024Q4: 1,431 shares; 2025Q1: 2,281 shares; 2025Q2: 2,360 shares; 2025Q3: 1,324 shares; 2025Q4: 840 shares 840 $146K <0.01% -484 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 363 shares; 2025Q1: 527 shares; 2025Q2: 453 shares; 2025Q3: 869 shares; 2025Q4: 505 shares 505 $145K <0.01% -364 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 527 shares; 2025Q2: 453 shares; 2025Q3: 434 shares; 2025Q4: 505 shares 505 $141K <0.01% +71 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,293 shares; 2024Q4: 1,474 shares; 2025Q1: 1,432 shares; 2025Q2: 1,210 shares; 2025Q3: 245 shares; 2025Q4: 1,692 shares 1,692 $140K <0.01% +1,447 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: 340 shares; 2024Q4: 920 shares; 2025Q1: 527 shares; 2025Q2: 907 shares; 2025Q3: 434 shares; 2025Q4: 505 shares 505 $133K <0.01% +71 Timeline NXDT NEXPOINT DIVERSIFIED REL ET More: the full row for NEXPOINT DIVERSIFIED REL ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,120 shares; 2024Q4: 30,628 shares; 2025Q1: 31,109 shares; 2025Q2: 31,939 shares; 2025Q3: 32,794 shares; 2025Q4: 33,630 shares 33,630 $129K <0.01% +836 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: 312 shares; 2024Q4: 675 shares; 2025Q1: 837 shares; 2025Q2: 699 shares; 2025Q3: 1,073 shares; 2025Q4: 663 shares 663 $125K <0.01% -410 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 123 shares; 2024Q4: 363 shares; 2025Q1: 527 shares; 2025Q2: 453 shares; 2025Q3: 869 shares; 2025Q4: 505 shares 505 $124K <0.01% -364 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG 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: 2,850 shares 2,850 $124K <0.01% new Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 382 shares; 2024Q4: 726 shares; 2025Q1: 527 shares; 2025Q2: 453 shares; 2025Q3: 1,303 shares; 2025Q4: 505 shares 505 $122K <0.01% -798 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,705 shares; 2024Q4: 1,088 shares; 2025Q1: 1,580 shares; 2025Q2: 1,813 shares; 2025Q3: 1,738 shares; 2025Q4: 1,516 shares 1,516 $120K <0.01% -222 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 334 shares; 2024Q4: 1,957 shares; 2025Q1: 1,580 shares; 2025Q2: 1,360 shares; 2025Q3: 1,303 shares; 2025Q4: 1,011 shares 1,011 $118K <0.01% -292 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: 120 shares; 2024Q4: 726 shares; 2025Q1: 1,053 shares; 2025Q2: 1,360 shares; 2025Q3: 1,303 shares; 2025Q4: 505 shares 505 $117K <0.01% -798 Timeline DAVE DAVE INC More: the full row for DAVE 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: 525 shares; 2025Q3: 525 shares; 2025Q4: 525 shares 525 $116K <0.01% 0 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,291 shares; 2024Q4: 726 shares; 2025Q1: not reported; 2025Q2: 907 shares; 2025Q3: 869 shares; 2025Q4: 505 shares 505 $110K <0.01% -364 Timeline OMF ONEMAIN HLDGS INC More: the full row for ONEMAIN 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: 1,600 shares; 2025Q3: 1,600 shares; 2025Q4: 1,600 shares 1,600 $108K <0.01% 0 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 160 shares; 2024Q4: 515 shares; 2025Q1: 527 shares; 2025Q2: 453 shares; 2025Q3: 869 shares; 2025Q4: 505 shares 505 $107K <0.01% -364 Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,340 shares; 2024Q4: 6,817 shares; 2025Q1: 5,266 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,569 shares 6,569 $106K <0.01% new Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 385 shares; 2024Q4: 363 shares; 2025Q1: not reported; 2025Q2: 453 shares; 2025Q3: 869 shares; 2025Q4: 505 shares 505 $105K <0.01% -364 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: 450 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,738 shares; 2025Q4: 1,516 shares 1,516 $105K <0.01% -222 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 126 shares; 2024Q4: 363 shares; 2025Q1: not reported; 2025Q2: 453 shares; 2025Q3: 434 shares; 2025Q4: 505 shares 505 $104K <0.01% +71 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,598 shares; 2024Q4: 4,404 shares; 2025Q1: 2,880 shares; 2025Q2: 2,433 shares; 2025Q3: 2,675 shares; 2025Q4: 2,356 shares 2,356 $103K <0.01% -319 Timeline MNDY MONDAY COM LTD More: the full row for MONDAY COM 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: 500 shares; 2025Q2: 660 shares; 2025Q3: 660 shares; 2025Q4: 660 shares 660 $97.4K <0.01% 0 Timeline AVPT AVEPOINT INC More: the full row for AVEPOINT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,900 shares; 2025Q2: 6,900 shares; 2025Q3: 6,900 shares; 2025Q4: 6,900 shares 6,900 $95.8K <0.01% 0 Timeline ALLT ALLOT LTD More: the full row for ALLOT 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: 39,400 shares; 2025Q2: 39,400 shares; 2025Q3: 9,700 shares; 2025Q4: 9,700 shares 9,700 $95.4K <0.01% 0 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 445 shares; 2024Q4: 445 shares; 2025Q1: 1,489 shares; 2025Q2: 3,420 shares; 2025Q3: 2,745 shares; 2025Q4: 2,372 shares 2,372 $95.2K <0.01% -373 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 173 shares; 2024Q4: 536 shares; 2025Q1: 163 shares; 2025Q2: 130 shares; 2025Q3: 105 shares; 2025Q4: 599 shares 599 $93.9K <0.01% +494 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 527 shares; 2025Q2: 1,360 shares; 2025Q3: 869 shares; 2025Q4: 505 shares 505 $93.7K <0.01% -364 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 363 shares; 2025Q1: 527 shares; 2025Q2: 907 shares; 2025Q3: 869 shares; 2025Q4: 505 shares 505 $93.5K <0.01% -364 Timeline HASI HA SUSTAINABLE INFRA CAP INC More: the full row for HA SUSTAINABLE INFRA CAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,339 shares; 2024Q4: 8,371 shares; 2025Q1: 7,947 shares; 2025Q2: 7,947 shares; 2025Q3: 7,947 shares; 2025Q4: 2,947 shares 2,947 $92.6K <0.01% -5,000 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 138 shares; 2024Q4: 138 shares; 2025Q1: 222 shares; 2025Q2: 178 shares; 2025Q3: 577 shares; 2025Q4: 605 shares 605 $91K <0.01% +28 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 835 shares; 2024Q4: 2,247 shares; 2025Q1: 2,024 shares; 2025Q2: 2,169 shares; 2025Q3: 1,590 shares; 2025Q4: 1,212 shares 1,212 $89.5K <0.01% -378 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 182 shares; 2024Q4: 1,088 shares; 2025Q1: 1,053 shares; 2025Q2: 1,813 shares; 2025Q3: 1,738 shares; 2025Q4: 1,011 shares 1,011 $89.3K <0.01% -727 Timeline CGBD CARLYLE SECURED LENDING INC More: the full row for CARLYLE SECURED LENDING 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: 7,087 shares; 2025Q3: 7,087 shares; 2025Q4: 7,087 shares 7,087 $88.5K <0.01% 0 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 726 shares; 2025Q1: not reported; 2025Q2: 1,360 shares; 2025Q3: 1,303 shares; 2025Q4: 1,011 shares 1,011 $86.2K <0.01% -292 Timeline IESC IES HOLDINGS INC More: the full row for IES HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 220 shares; 2025Q2: 220 shares; 2025Q3: 220 shares; 2025Q4: 220 shares 220 $85.6K <0.01% 0 Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,997 shares; 2024Q4: 3,946 shares; 2025Q1: 5,251 shares; 2025Q2: 4,475 shares; 2025Q3: 676 shares; 2025Q4: 3,053 shares 3,053 $85.5K <0.01% +2,377 Timeline CPA COPA HOLDINGS SA More: the full row for COPA HOLDINGS SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 700 shares; 2025Q3: 700 shares; 2025Q4: 700 shares 700 $84.4K <0.01% 0 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,560 shares; 2024Q4: 2,591 shares; 2025Q1: 1,815 shares; 2025Q2: 2,424 shares; 2025Q3: 2,228 shares; 2025Q4: 1,848 shares 1,848 $84.2K <0.01% -380 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: 142 shares; 2024Q4: 99 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 505 shares 505 $82.4K <0.01% new Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 596 shares; 2024Q4: 1,451 shares; 2025Q1: 1,580 shares; 2025Q2: 2,267 shares; 2025Q3: 1,738 shares; 2025Q4: 1,011 shares 1,011 $82.2K <0.01% -727 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 907 shares; 2025Q3: 434 shares; 2025Q4: 505 shares 505 $82.2K <0.01% +71 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 726 shares; 2025Q1: 527 shares; 2025Q2: 907 shares; 2025Q3: 869 shares; 2025Q4: 505 shares 505 $82.1K <0.01% -364 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 505 shares 505 $81.5K <0.01% new Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 125 shares; 2024Q4: 363 shares; 2025Q1: 527 shares; 2025Q2: 453 shares; 2025Q3: 434 shares; 2025Q4: 505 shares 505 $81.2K <0.01% +71 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 476 shares; 2024Q4: 1,093 shares; 2025Q1: 1,053 shares; 2025Q2: 1,360 shares; 2025Q3: 1,738 shares; 2025Q4: 1,011 shares 1,011 $81.2K <0.01% -727 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: 200 shares; 2024Q4: 363 shares; 2025Q1: 527 shares; 2025Q2: 907 shares; 2025Q3: 869 shares; 2025Q4: 505 shares 505 $80.9K <0.01% -364 Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE 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: 600 shares; 2025Q3: 600 shares; 2025Q4: 600 shares 600 $78.1K <0.01% 0 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 363 shares; 2025Q1: 527 shares; 2025Q2: 907 shares; 2025Q3: 869 shares; 2025Q4: 505 shares 505 $78.1K <0.01% -364 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: 579 shares; 2024Q4: 578 shares; 2025Q1: 366 shares; 2025Q2: 290 shares; 2025Q3: 235 shares; 2025Q4: 182 shares 182 $77.6K <0.01% -53 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: not reported; 2024Q4: 1,088 shares; 2025Q1: 2,106 shares; 2025Q2: 907 shares; 2025Q3: 869 shares; 2025Q4: 505 shares 505 $77.6K <0.01% -364 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 726 shares; 2025Q1: 527 shares; 2025Q2: 453 shares; 2025Q3: 869 shares; 2025Q4: 505 shares 505 $76.4K <0.01% -364 Timeline OPRA OPERA LTD More: the full row for OPERA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,200 shares; 2024Q4: 33,350 shares; 2025Q1: 13,500 shares; 2025Q2: 13,500 shares; 2025Q3: 6,400 shares; 2025Q4: 5,300 shares 5,300 $75K <0.01% -1,100 Timeline AFCG ADVANCED FLOWER CAP INC More: the full row for ADVANCED FLOWER CAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,000 shares; 2024Q4: 26,000 shares; 2025Q1: 26,000 shares; 2025Q2: 26,000 shares; 2025Q3: 26,000 shares; 2025Q4: 26,000 shares 26,000 $74.1K <0.01% 0 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,992 shares; 2024Q4: 1,950 shares; 2025Q1: 2,958 shares; 2025Q2: 2,942 shares; 2025Q3: 550 shares; 2025Q4: 424 shares 424 $72.5K <0.01% -126 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,925 shares; 2025Q2: 724 shares; 2025Q3: 612 shares; 2025Q4: 448 shares 448 $72.1K <0.01% -164 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,055 shares; 2024Q4: 1,060 shares; 2025Q1: 1,061 shares; 2025Q2: 844 shares; 2025Q3: 670 shares; 2025Q4: 495 shares 495 $71K <0.01% -175 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,500 shares; 2025Q3: 3,500 shares; 2025Q4: 3,500 shares 3,500 $70.8K <0.01% 0 Timeline CCAP CRESCENT CAP BDC INC More: the full row for CRESCENT CAP BDC 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: 4,900 shares; 2025Q3: 4,900 shares; 2025Q4: 4,900 shares 4,900 $68.8K <0.01% 0 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 396 shares; 2024Q4: 726 shares; 2025Q1: 527 shares; 2025Q2: 1,360 shares; 2025Q3: 869 shares; 2025Q4: 505 shares 505 $67K <0.01% -364 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 366 shares; 2024Q4: 363 shares; 2025Q1: 527 shares; 2025Q2: 907 shares; 2025Q3: 869 shares; 2025Q4: 505 shares 505 $65.2K <0.01% -364 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26 shares; 2024Q4: 26 shares; 2025Q1: 26 shares; 2025Q2: 20 shares; 2025Q3: 16 shares; 2025Q4: 12 shares 12 $64.3K <0.01% -4 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 527 shares; 2025Q2: 453 shares; 2025Q3: 869 shares; 2025Q4: 505 shares 505 $63.6K <0.01% -364 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,522 shares; 2024Q4: 3,322 shares; 2025Q1: 3,106 shares; 2025Q2: 2,636 shares; 2025Q3: 2,169 shares; 2025Q4: 1,627 shares 1,627 $60K <0.01% -542 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: 414 shares; 2024Q4: 414 shares; 2025Q1: 417 shares; 2025Q2: 326 shares; 2025Q3: 267 shares; 2025Q4: 183 shares 183 $59.9K <0.01% -84 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 962 shares; 2024Q4: 962 shares; 2025Q1: 960 shares; 2025Q2: 764 shares; 2025Q3: 617 shares; 2025Q4: 481 shares 481 $59K <0.01% -136 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,919 shares; 2024Q4: 2,177 shares; 2025Q1: 2,106 shares; 2025Q2: 1,813 shares; 2025Q3: 869 shares; 2025Q4: 505 shares 505 $58.9K <0.01% -364 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 516 shares; 2024Q4: 1,074 shares; 2025Q1: 333 shares; 2025Q2: 720 shares; 2025Q3: 217 shares; 2025Q4: 164 shares 164 $57.4K <0.01% -53 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 791 shares; 2024Q4: 726 shares; 2025Q1: 1,053 shares; 2025Q2: 907 shares; 2025Q3: 869 shares; 2025Q4: 505 shares 505 $57K <0.01% -364 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 457 shares; 2024Q4: 726 shares; 2025Q1: 1,053 shares; 2025Q2: 1,813 shares; 2025Q3: 869 shares; 2025Q4: 505 shares 505 $55.7K <0.01% -364 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,590 shares; 2024Q4: 1,814 shares; 2025Q1: not reported; 2025Q2: 1,813 shares; 2025Q3: 2,172 shares; 2025Q4: 1,011 shares 1,011 $53.9K <0.01% -1,161 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,904 shares; 2024Q4: 1,814 shares; 2025Q1: 1,580 shares; 2025Q2: 1,360 shares; 2025Q3: 869 shares; 2025Q4: 505 shares 505 $50.5K <0.01% -364 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,861 shares; 2024Q4: 2,177 shares; 2025Q1: not reported; 2025Q2: 1,360 shares; 2025Q3: 1,738 shares; 2025Q4: 1,011 shares 1,011 $49.8K <0.01% -727 Timeline CLBT CELLEBRITE DI LTD More: the full row for CELLEBRITE DI 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: 2,600 shares; 2025Q2: 2,600 shares; 2025Q3: 2,600 shares; 2025Q4: 2,600 shares 2,600 $46.9K <0.01% 0 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,770 shares; 2024Q4: 9,545 shares; 2025Q1: 202 shares; 2025Q2: 157 shares; 2025Q3: 124 shares; 2025Q4: 98 shares 98 $44.4K <0.01% -26 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,021 shares; 2024Q4: 5,923 shares; 2025Q1: 5,008 shares; 2025Q2: 5,044 shares; 2025Q3: 1,834 shares; 2025Q4: 1,470 shares 1,470 $43.9K <0.01% -364 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: 243 shares; 2024Q4: 243 shares; 2025Q1: 243 shares; 2025Q2: 188 shares; 2025Q3: 156 shares; 2025Q4: 116 shares 116 $41K <0.01% -40 Timeline TATT TAT TECHNOLOGIES LTD More: the full row for TAT TECHNOLOGIES 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: 2,300 shares; 2025Q2: 2,300 shares; 2025Q3: 900 shares; 2025Q4: 900 shares 900 $40.2K <0.01% 0 Timeline QLYS QUALYS INC More: the full row for QUALYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 280 shares; 2025Q1: 280 shares; 2025Q2: 280 shares; 2025Q3: 280 shares; 2025Q4: 280 shares 280 $37.2K <0.01% 0 Timeline XPEL XPEL INC More: the full row for XPEL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 700 shares; 2024Q4: 700 shares; 2025Q1: 700 shares; 2025Q2: 700 shares; 2025Q3: 700 shares; 2025Q4: 700 shares 700 $34.9K <0.01% 0 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,641 shares; 2024Q4: 975 shares; 2025Q1: 765 shares; 2025Q2: 630 shares; 2025Q3: 60 shares; 2025Q4: 60 shares 60 $34.4K <0.01% 0 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71 shares; 2024Q4: 71 shares; 2025Q1: 69 shares; 2025Q2: 57 shares; 2025Q3: 44 shares; 2025Q4: 32 shares 32 $34.2K <0.01% -12 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,355 shares; 2024Q4: 39,700 shares; 2025Q1: 37,527 shares; 2025Q2: 35,893 shares; 2025Q3: 854 shares; 2025Q4: 420 shares 420 $33.5K <0.01% -434 Timeline PDD PDD HOLDINGS INC More: the full row for PDD HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 527 shares; 2024Q4: 527 shares; 2025Q1: 508 shares; 2025Q2: 487 shares; 2025Q3: 327 shares; 2025Q4: 278 shares 278 $31.5K <0.01% -49 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,956 shares; 2024Q4: 1,956 shares; 2025Q1: 1,909 shares; 2025Q2: 9,147 shares; 2025Q3: 1,225 shares; 2025Q4: 1,076 shares 1,076 $31K <0.01% -149 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84 shares; 2024Q4: 84 shares; 2025Q1: 85 shares; 2025Q2: 65 shares; 2025Q3: 53 shares; 2025Q4: 40 shares 40 $30.9K <0.01% -13 Timeline RBRK RUBRIK INC. More: the full row for RUBRIK 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: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares 400 $30.6K <0.01% 0 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 810 shares; 2024Q4: 810 shares; 2025Q1: 750 shares; 2025Q2: 599 shares; 2025Q3: 480 shares; 2025Q4: 394 shares 394 $30.2K <0.01% -86 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 677 shares; 2024Q4: 677 shares; 2025Q1: 1,724 shares; 2025Q2: 1,412 shares; 2025Q3: 1,719 shares; 2025Q4: 352 shares 352 $29.9K <0.01% -1,367 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 260 shares; 2024Q4: 623 shares; 2025Q1: 258 shares; 2025Q2: 198 shares; 2025Q3: 158 shares; 2025Q4: 163 shares 163 $29.4K <0.01% +5 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,568 shares; 2024Q4: 1,036 shares; 2025Q1: 1,021 shares; 2025Q2: 3,972 shares; 2025Q3: 2,375 shares; 2025Q4: 545 shares 545 $29.3K <0.01% -1,830 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,522 shares; 2024Q4: 3,333 shares; 2025Q1: 1,481 shares; 2025Q2: 4,784 shares; 2025Q3: 939 shares; 2025Q4: 807 shares 807 $29.3K <0.01% -132 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 298 shares; 2024Q4: 298 shares; 2025Q1: 299 shares; 2025Q2: 249 shares; 2025Q3: 198 shares; 2025Q4: 128 shares 128 $29K <0.01% -70 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,779 shares; 2024Q4: 875 shares; 2025Q1: 1,923 shares; 2025Q2: 2,049 shares; 2025Q3: 552 shares; 2025Q4: 330 shares 330 $27.8K <0.01% -222 Timeline IOT SAMSARA INC More: the full row for SAMSARA 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: 700 shares; 2025Q3: 700 shares; 2025Q4: 700 shares 700 $24.8K <0.01% 0 Timeline ENSG ENSIGN GROUP INC More: the full row for ENSIGN GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,550 shares; 2024Q4: 5,270 shares; 2025Q1: 140 shares; 2025Q2: 140 shares; 2025Q3: 140 shares; 2025Q4: 140 shares 140 $24.4K <0.01% 0 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64 shares; 2024Q4: 64 shares; 2025Q1: 64 shares; 2025Q2: 50 shares; 2025Q3: 40 shares; 2025Q4: 30 shares 30 $20.3K <0.01% -10 Timeline MUSA MURPHY USA INC More: the full row for MURPHY USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,590 shares; 2024Q4: 1,525 shares; 2025Q1: 875 shares; 2025Q2: 875 shares; 2025Q3: 100 shares; 2025Q4: 50 shares 50 $20.2K <0.01% -50 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,768 shares; 2024Q4: 3,219 shares; 2025Q1: 3,339 shares; 2025Q2: 4,414 shares; 2025Q3: 616 shares; 2025Q4: 512 shares 512 $20K <0.01% -104 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: 145 shares; 2024Q4: 476 shares; 2025Q1: 82 shares; 2025Q2: 66 shares; 2025Q3: 54 shares; 2025Q4: 42 shares 42 $18.7K <0.01% -12 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 281 shares; 2024Q4: 495 shares; 2025Q1: 137 shares; 2025Q2: 108 shares; 2025Q3: 87 shares; 2025Q4: 70 shares 70 $17.9K <0.01% -17 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: not reported; 2024Q4: not reported; 2025Q1: 60 shares; 2025Q2: 48 shares; 2025Q3: 39 shares; 2025Q4: 30 shares 30 $17K <0.01% -9 Timeline USD PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 312 shares 312 $16.4K <0.01% new 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: 599 shares; 2024Q4: 114 shares; 2025Q1: 114 shares; 2025Q2: 89 shares; 2025Q3: 69 shares; 2025Q4: 88 shares 88 $15.5K <0.01% +19 Timeline CSGP COSTAR GROUP INC More: the full row for COSTAR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 516 shares; 2024Q4: 319 shares; 2025Q1: 318 shares; 2025Q2: 254 shares; 2025Q3: 212 shares; 2025Q4: 228 shares 228 $15.3K <0.01% +16 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 276 shares; 2024Q4: 473 shares; 2025Q1: 635 shares; 2025Q2: 538 shares; 2025Q3: 70 shares; 2025Q4: 68 shares 68 $15.2K <0.01% -2 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 342 shares; 2024Q4: 342 shares; 2025Q1: 334 shares; 2025Q2: 264 shares; 2025Q3: 218 shares; 2025Q4: 111 shares 111 $15.1K <0.01% -107 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,199 shares; 2024Q4: 449 shares; 2025Q1: 449 shares; 2025Q2: 360 shares; 2025Q3: 294 shares; 2025Q4: 163 shares 163 $15K <0.01% -131 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,124 shares; 2024Q4: 4,876 shares; 2025Q1: 5,398 shares; 2025Q2: 1,069 shares; 2025Q3: 124 shares; 2025Q4: 73 shares 73 $14.9K <0.01% -51 Timeline TRI THOMSON REUTERS CORP More: the full row for THOMSON REUTERS 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: 223 shares; 2025Q4: 113 shares 113 $14.9K <0.01% -110 Timeline MSTR STRATEGY INC More: the full row for STRATEGY 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: 174 shares; 2025Q2: 148 shares; 2025Q3: 123 shares; 2025Q4: 98 shares 98 $14.9K <0.01% -25 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 307 shares; 2024Q4: 1,033 shares; 2025Q1: 304 shares; 2025Q2: 241 shares; 2025Q3: 197 shares; 2025Q4: 224 shares 224 $14.9K <0.01% +27 Timeline CHTR CHARTER COMMUNICATIONS INC More: the full row for CHARTER COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 984 shares; 2024Q4: 110 shares; 2025Q1: 110 shares; 2025Q2: 540 shares; 2025Q3: 70 shares; 2025Q4: 71 shares 71 $14.8K <0.01% +1 Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,387 shares; 2024Q4: 338 shares; 2025Q1: 320 shares; 2025Q2: 250 shares; 2025Q3: 209 shares; 2025Q4: 271 shares 271 $14.7K <0.01% +62 Timeline CCEP COCA-COLA EUROPACIFIC PARTNE More: the full row for COCA-COLA EUROPACIFIC PARTNE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 354 shares; 2024Q4: 354 shares; 2025Q1: 350 shares; 2025Q2: 289 shares; 2025Q3: 231 shares; 2025Q4: 161 shares 161 $14.6K <0.01% -70 Timeline TEAM ATLASSIAN CORPORATION More: the full row for ATLASSIAN CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 123 shares; 2024Q4: 123 shares; 2025Q1: 8,001 shares; 2025Q2: 103 shares; 2025Q3: 84 shares; 2025Q4: 90 shares 90 $14.6K <0.01% +6 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 768 shares; 2024Q4: 421 shares; 2025Q1: 408 shares; 2025Q2: 321 shares; 2025Q3: 273 shares; 2025Q4: 229 shares 229 $14.6K <0.01% -44 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 714 shares; 2024Q4: 642 shares; 2025Q1: 806 shares; 2025Q2: 673 shares; 2025Q3: 183 shares; 2025Q4: 130 shares 130 $14.6K <0.01% -53 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 570 shares; 2024Q4: 409 shares; 2025Q1: 1,457 shares; 2025Q2: 1,681 shares; 2025Q3: 1,131 shares; 2025Q4: 133 shares 133 $14.6K <0.01% -998 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 240 shares; 2024Q4: 240 shares; 2025Q1: 241 shares; 2025Q2: 192 shares; 2025Q3: 160 shares; 2025Q4: 107 shares 107 $14.6K <0.01% -53 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,569 shares; 2024Q4: 2,263 shares; 2025Q1: 785 shares; 2025Q2: 2,871 shares; 2025Q3: 1,790 shares; 2025Q4: 248 shares 248 $14.5K <0.01% -1,542 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,273 shares; 2024Q4: 941 shares; 2025Q1: 928 shares; 2025Q2: 731 shares; 2025Q3: 628 shares; 2025Q4: 595 shares 595 $14.4K <0.01% -33 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 199 shares; 2024Q4: 199 shares; 2025Q1: 194 shares; 2025Q2: 153 shares; 2025Q3: 126 shares; 2025Q4: 66 shares 66 $14.3K <0.01% -60 Timeline GFS GLOBALFOUNDRIES INC More: the full row for GLOBALFOUNDRIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 430 shares; 2024Q4: 430 shares; 2025Q1: 412 shares; 2025Q2: 337 shares; 2025Q3: 275 shares; 2025Q4: 409 shares 409 $14.3K <0.01% +134 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94 shares; 2024Q4: 94 shares; 2025Q1: 91 shares; 2025Q2: 72 shares; 2025Q3: 57 shares; 2025Q4: 68 shares 68 $14.1K <0.01% +11 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 355 shares; 2024Q4: 355 shares; 2025Q1: 352 shares; 2025Q2: 278 shares; 2025Q3: 233 shares; 2025Q4: 171 shares 171 $14K <0.01% -62 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 117 shares; 2024Q4: 117 shares; 2025Q1: 119 shares; 2025Q2: 95 shares; 2025Q3: 78 shares; 2025Q4: 58 shares 58 $13K <0.01% -20 Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 438 shares; 2024Q4: 105 shares; 2025Q1: 103 shares; 2025Q2: 83 shares; 2025Q3: 66 shares; 2025Q4: 50 shares 50 $6.81K <0.01% -16 Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 348 shares; 2024Q4: 348 shares; 2025Q1: 354 shares; 2025Q2: 274 shares; 2025Q3: 223 shares; 2025Q4: 174 shares 174 $6.61K <0.01% -49 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92 shares; 2024Q4: 92 shares; 2025Q1: 98 shares; 2025Q2: 77 shares; 2025Q3: 69 shares; 2025Q4: 51 shares 51 $5.58K <0.01% -18 Timeline