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: 499,943 shares; 2024Q4: 500,001 shares; 2025Q1: 930,012 shares; 2025Q2: 930,138 shares; 2025Q3: 1,930,792 shares; 2025Q4: 1,930,764 shares 1,930,764 $130M 8.21% -28 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: 839,626 shares; 2024Q4: 841,615 shares; 2025Q1: 842,165 shares; 2025Q2: 842,447 shares; 2025Q3: 843,764 shares; 2025Q4: 844,600 shares 844,600 $98.6M 6.2% +836 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: 264,230 shares; 2024Q4: 264,039 shares; 2025Q1: 314,818 shares; 2025Q2: 269,407 shares; 2025Q3: 269,146 shares; 2025Q4: 269,749 shares 269,749 $77M 4.85% +603 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: 16,645 shares; 2024Q4: 9,788 shares; 2025Q1: 10,658 shares; 2025Q2: 16,063 shares; 2025Q3: 106,687 shares; 2025Q4: 113,015 shares 113,015 $70.9M 4.46% +6,328 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 308,914 shares; 2024Q4: 304,780 shares; 2025Q1: 234,848 shares; 2025Q2: 184,851 shares; 2025Q3: 184,881 shares; 2025Q4: 185,039 shares 185,039 $57M 3.59% +158 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: 160,199 shares; 2024Q4: 169,357 shares; 2025Q1: 167,219 shares; 2025Q2: 165,222 shares; 2025Q3: 1,158,516 shares; 2025Q4: 1,161,622 shares 1,161,622 $56.8M 3.57% +3,106 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: 235,902 shares; 2024Q4: 264,441 shares; 2025Q1: 250,472 shares; 2025Q2: 252,508 shares; 2025Q3: 941,508 shares; 2025Q4: 951,652 shares 951,652 $50.4M 3.18% +10,144 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,965 shares; 2024Q4: 68,445 shares; 2025Q1: 74,157 shares; 2025Q2: 63,328 shares; 2025Q3: 65,933 shares; 2025Q4: 66,260 shares 66,260 $45.4M 2.86% +327 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 202,469 shares; 2024Q4: 203,121 shares; 2025Q1: 203,196 shares; 2025Q2: 203,261 shares; 2025Q3: 203,804 shares; 2025Q4: 204,438 shares 204,438 $36.3M 2.28% +634 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: 306,911 shares; 2024Q4: 312,620 shares; 2025Q1: 312,591 shares; 2025Q2: 312,446 shares; 2025Q3: 311,830 shares; 2025Q4: 312,131 shares 312,131 $29.1M 1.83% +301 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: 498,356 shares; 2024Q4: 500,718 shares; 2025Q1: 500,598 shares; 2025Q2: 497,845 shares; 2025Q3: 523,113 shares; 2025Q4: 502,163 shares 502,163 $27.6M 1.74% -20,950 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: 48,973 shares; 2024Q4: 46,952 shares; 2025Q1: 48,585 shares; 2025Q2: 45,976 shares; 2025Q3: 53,898 shares; 2025Q4: 55,659 shares 55,659 $26.9M 1.69% +1,761 Timeline FLG FLAGSTAR BANK NATIONAL ASSOC More: the full row for FLAGSTAR BANK NATIONAL ASSOC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,243,304 shares; 2024Q4: 921,711 shares; 2025Q1: 2,074,944 shares; 2025Q2: 2,124,944 shares; 2025Q3: 2,124,280 shares; 2025Q4: 2,124,280 shares 2,124,280 $26.7M 1.68% 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: 42,569 shares; 2024Q4: 37,451 shares; 2025Q1: 39,780 shares; 2025Q2: 40,898 shares; 2025Q3: 42,570 shares; 2025Q4: 42,250 shares 42,250 $26M 1.63% -320 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: 68,073 shares; 2024Q4: 69,008 shares; 2025Q1: 69,196 shares; 2025Q2: 68,781 shares; 2025Q3: 80,974 shares; 2025Q4: 80,296 shares 80,296 $25.1M 1.58% -678 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,399 shares; 2024Q4: 554,235 shares; 2025Q1: 575,989 shares; 2025Q2: 521,597 shares; 2025Q3: 587,142 shares; 2025Q4: 740,884 shares 740,884 $24.2M 1.52% +153,742 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: 103,416 shares; 2024Q4: 106,193 shares; 2025Q1: 106,090 shares; 2025Q2: 106,540 shares; 2025Q3: 108,144 shares; 2025Q4: 102,083 shares 102,083 $21.3M 1.34% -6,061 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: 90,142 shares; 2024Q4: 80,101 shares; 2025Q1: 85,981 shares; 2025Q2: 85,711 shares; 2025Q3: 84,149 shares; 2025Q4: 89,542 shares 89,542 $20.7M 1.3% +5,393 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: 1,161,150 shares; 2024Q4: 1,154,811 shares; 2025Q1: 1,155,058 shares; 2025Q2: 1,355,948 shares; 2025Q3: 1,354,713 shares; 2025Q4: 1,354,491 shares 1,354,491 $17.8M 1.12% -222 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: 13,045 shares; 2024Q4: 6,446 shares; 2025Q1: 6,013 shares; 2025Q2: 5,787 shares; 2025Q3: 25,547 shares; 2025Q4: 25,422 shares 25,422 $17.3M 1.09% -125 Timeline NFRA FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 271,415 shares; 2024Q4: 271,415 shares; 2025Q1: 271,415 shares; 2025Q2: 271,415 shares; 2025Q3: 271,415 shares; 2025Q4: 271,415 shares 271,415 $16.4M 1.03% 0 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: 11,920 shares; 2024Q4: 13,244 shares; 2025Q1: 18,154 shares; 2025Q2: 19,205 shares; 2025Q3: 20,312 shares; 2025Q4: 21,251 shares 21,251 $14M 0.88% +939 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,100 shares; 2024Q4: 65,633 shares; 2025Q1: 65,753 shares; 2025Q2: 66,132 shares; 2025Q3: 72,888 shares; 2025Q4: 66,075 shares 66,075 $13.9M 0.87% -6,813 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: 36,068 shares; 2024Q4: 30,770 shares; 2025Q1: 32,123 shares; 2025Q2: 31,079 shares; 2025Q3: 794,932 shares; 2025Q4: 794,792 shares 794,792 $13.8M 0.87% -140 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: 225,151 shares; 2024Q4: 223,329 shares; 2025Q1: 221,279 shares; 2025Q2: 320,694 shares; 2025Q3: 323,381 shares; 2025Q4: 322,694 shares 322,694 $13.1M 0.83% -687 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: 252,758 shares; 2024Q4: 254,873 shares; 2025Q1: 254,988 shares; 2025Q2: 255,143 shares; 2025Q3: 255,285 shares; 2025Q4: 253,848 shares 253,848 $12.9M 0.81% -1,437 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: 97,516 shares; 2024Q4: 103,149 shares; 2025Q1: 102,395 shares; 2025Q2: 100,194 shares; 2025Q3: 104,845 shares; 2025Q4: 103,371 shares 103,371 $12.4M 0.78% -1,474 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 625 shares; 2024Q4: not reported; 2025Q1: 444 shares; 2025Q2: not reported; 2025Q3: 21,264 shares; 2025Q4: 21,229 shares 21,229 $12.1M 0.76% -35 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,543 shares; 2024Q4: 12,582 shares; 2025Q1: 13,915 shares; 2025Q2: 29,843 shares; 2025Q3: 34,838 shares; 2025Q4: 35,851 shares 35,851 $12M 0.76% +1,013 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: 168,230 shares; 2024Q4: 164,285 shares; 2025Q1: 318,792 shares; 2025Q2: 328,655 shares; 2025Q3: 323,569 shares; 2025Q4: 323,831 shares 323,831 $11.9M 0.75% +262 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 117,813 shares; 2024Q4: 166,080 shares; 2025Q1: 165,861 shares; 2025Q2: 136,049 shares; 2025Q3: 138,585 shares; 2025Q4: 129,972 shares 129,972 $11.6M 0.73% -8,613 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: 1,510 shares; 2024Q4: 33,505 shares; 2025Q1: 44,494 shares; 2025Q2: 43,532 shares; 2025Q3: 43,906 shares; 2025Q4: 44,012 shares 44,012 $9.56M 0.6% +106 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,009 shares; 2024Q4: 47,716 shares; 2025Q1: 47,674 shares; 2025Q2: 47,017 shares; 2025Q3: 47,030 shares; 2025Q4: 46,350 shares 46,350 $9.26M 0.58% -680 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: 51,902 shares; 2024Q4: 63,616 shares; 2025Q1: 72,406 shares; 2025Q2: 72,718 shares; 2025Q3: 78,764 shares; 2025Q4: 74,530 shares 74,530 $8.96M 0.56% -4,234 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,269 shares; 2024Q4: 17,547 shares; 2025Q1: 18,709 shares; 2025Q2: 17,808 shares; 2025Q3: 18,444 shares; 2025Q4: 18,156 shares 18,156 $8.59M 0.54% -288 Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,980 shares; 2024Q4: 60,047 shares; 2025Q1: 813,768 shares; 2025Q2: 774,976 shares; 2025Q3: 759,375 shares; 2025Q4: 640,315 shares 640,315 $7.96M 0.5% -119,060 Timeline DJP BARCLAYS BANK PLC More: the full row for BARCLAYS BANK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 240,783 shares; 2024Q4: 205,325 shares; 2025Q1: 204,390 shares; 2025Q2: 204,390 shares; 2025Q3: 204,390 shares; 2025Q4: 204,390 shares 204,390 $7.69M 0.48% 0 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,978 shares; 2024Q4: 20,041 shares; 2025Q1: 20,876 shares; 2025Q2: 19,264 shares; 2025Q3: 17,372 shares; 2025Q4: 16,864 shares 16,864 $7.58M 0.48% -508 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: 289,465 shares; 2024Q4: 295,891 shares; 2025Q1: 296,512 shares; 2025Q2: 295,415 shares; 2025Q3: 292,950 shares; 2025Q4: 293,190 shares 293,190 $7.28M 0.46% +240 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,298 shares; 2024Q4: 18,833 shares; 2025Q1: 21,676 shares; 2025Q2: 19,514 shares; 2025Q3: 19,578 shares; 2025Q4: 19,704 shares 19,704 $6.83M 0.43% +126 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,177 shares; 2024Q4: 44,260 shares; 2025Q1: 42,884 shares; 2025Q2: 53,575 shares; 2025Q3: 76,877 shares; 2025Q4: 104,253 shares 104,253 $6.51M 0.41% +27,376 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP 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: 196,585 shares; 2025Q4: 196,585 shares 196,585 $6.49M 0.41% 0 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 150,365 shares; 2024Q4: 134,632 shares; 2025Q1: 119,281 shares; 2025Q2: 117,054 shares; 2025Q3: 120,765 shares; 2025Q4: 120,255 shares 120,255 $6.49M 0.41% -510 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: 14,924 shares; 2024Q4: 26,146 shares; 2025Q1: 26,420 shares; 2025Q2: 26,440 shares; 2025Q3: 32,850 shares; 2025Q4: 33,566 shares 33,566 $6.18M 0.39% +716 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,929 shares; 2024Q4: 10,736 shares; 2025Q1: 10,812 shares; 2025Q2: 10,018 shares; 2025Q3: 11,737 shares; 2025Q4: 12,287 shares 12,287 $6.18M 0.39% +550 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: 49,636 shares; 2024Q4: 46,456 shares; 2025Q1: 15,420 shares; 2025Q2: 14,915 shares; 2025Q3: 18,029 shares; 2025Q4: 18,694 shares 18,694 $6.02M 0.38% +665 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: 20,490 shares; 2024Q4: 19,437 shares; 2025Q1: 19,133 shares; 2025Q2: 21,463 shares; 2025Q3: 23,693 shares; 2025Q4: 23,711 shares 23,711 $5.84M 0.37% +18 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: 5,914 shares; 2024Q4: 6,802 shares; 2025Q1: 72,705 shares; 2025Q2: 60,899 shares; 2025Q3: 67,298 shares; 2025Q4: 67,940 shares 67,940 $5.55M 0.35% +642 Timeline BIL 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: 38,363 shares; 2024Q4: 21,990 shares; 2025Q1: 37,016 shares; 2025Q2: 35,055 shares; 2025Q3: 42,541 shares; 2025Q4: 57,464 shares 57,464 $5.25M 0.33% +14,923 Timeline BMNR BITMINE IMMERSION TECHS INC More: the full row for BITMINE IMMERSION TECHS 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: 180,155 shares; 2025Q4: 180,707 shares 180,707 $4.91M 0.31% +552 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: 32,339 shares; 2025Q1: 33,887 shares; 2025Q2: 39,181 shares; 2025Q3: 37,489 shares; 2025Q4: 35,846 shares 35,846 $4.7M 0.3% -1,643 Timeline ABR ARBOR REALTY TRUST INC More: the full row for ARBOR REALTY TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 600,000 shares; 2024Q4: 600,000 shares; 2025Q1: 600,000 shares; 2025Q2: 600,000 shares; 2025Q3: 600,000 shares; 2025Q4: 600,000 shares 600,000 $4.66M 0.29% 0 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,585 shares; 2024Q4: 4,345 shares; 2025Q1: 4,392 shares; 2025Q2: 4,935 shares; 2025Q3: 5,122 shares; 2025Q4: 5,969 shares 5,969 $4.5M 0.28% +847 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: 49,374 shares; 2024Q4: 43,186 shares; 2025Q1: 47,097 shares; 2025Q2: 46,874 shares; 2025Q3: 62,702 shares; 2025Q4: 57,185 shares 57,185 $4.4M 0.28% -5,517 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: 12,545 shares; 2024Q4: 11,039 shares; 2025Q1: 11,017 shares; 2025Q2: 10,365 shares; 2025Q3: 11,099 shares; 2025Q4: 12,355 shares 12,355 $4.33M 0.27% +1,256 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,449 shares; 2024Q4: 25,541 shares; 2025Q1: 25,767 shares; 2025Q2: 29,867 shares; 2025Q3: 29,729 shares; 2025Q4: 26,551 shares 26,551 $4.11M 0.26% -3,178 Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE 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: 208,477 shares; 2025Q3: 207,936 shares; 2025Q4: 207,836 shares 207,836 $4.1M 0.26% -100 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: 1,269 shares; 2024Q4: 2,084 shares; 2025Q1: 1,909 shares; 2025Q2: 1,931 shares; 2025Q3: 4,698 shares; 2025Q4: 4,621 shares 4,621 $3.99M 0.25% -77 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,331 shares; 2024Q4: 10,355 shares; 2025Q1: 10,375 shares; 2025Q2: 10,395 shares; 2025Q3: 10,241 shares; 2025Q4: 10,263 shares 10,263 $3.97M 0.25% +22 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: 15,112 shares; 2024Q4: 5,231 shares; 2025Q1: 4,966 shares; 2025Q2: 4,971 shares; 2025Q3: 6,414 shares; 2025Q4: 6,897 shares 6,897 $3.94M 0.25% +483 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,223 shares; 2024Q4: 8,324 shares; 2025Q1: 7,449 shares; 2025Q2: 7,648 shares; 2025Q3: 22,206 shares; 2025Q4: 43,992 shares 43,992 $3.94M 0.25% +21,786 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,807 shares; 2024Q4: 2,962 shares; 2025Q1: 6,199 shares; 2025Q2: 5,182 shares; 2025Q3: 9,876 shares; 2025Q4: 9,906 shares 9,906 $3.93M 0.25% +30 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 48,180 shares 48,180 $3.87M 0.24% new Timeline VIOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,832 shares; 2024Q4: 34,331 shares; 2025Q1: 34,331 shares; 2025Q2: 34,331 shares; 2025Q3: 34,331 shares; 2025Q4: 34,787 shares 34,787 $3.86M 0.24% +456 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: 20,007 shares; 2024Q4: 24,217 shares; 2025Q1: 23,472 shares; 2025Q2: 23,345 shares; 2025Q3: 23,239 shares; 2025Q4: 23,365 shares 23,365 $3.76M 0.24% +126 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,742 shares; 2024Q4: 150,810 shares; 2025Q1: 150,035 shares; 2025Q2: 149,698 shares; 2025Q3: 154,627 shares; 2025Q4: 149,331 shares 149,331 $3.72M 0.23% -5,296 Timeline ACWX 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: 50,692 shares; 2024Q4: 51,437 shares; 2025Q1: 51,437 shares; 2025Q2: 52,170 shares; 2025Q3: 52,170 shares; 2025Q4: 54,638 shares 54,638 $3.67M 0.23% +2,468 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: 20,590 shares; 2025Q1: 23,127 shares; 2025Q2: 25,445 shares; 2025Q3: 23,443 shares; 2025Q4: 20,908 shares 20,908 $3.58M 0.23% -2,535 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25,482 shares; 2025Q3: 70,240 shares; 2025Q4: 120,104 shares 120,104 $3.56M 0.22% +49,864 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 33,256 shares; 2025Q1: 63,273 shares; 2025Q2: 122,571 shares; 2025Q3: 152,699 shares; 2025Q4: 151,557 shares 151,557 $3.54M 0.22% -1,142 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: 22,992 shares; 2024Q4: 25,888 shares; 2025Q1: 32,270 shares; 2025Q2: 28,627 shares; 2025Q3: 31,396 shares; 2025Q4: 31,697 shares 31,697 $3.53M 0.22% +301 Timeline TYG TORTOISE ENERGY INFRSTRCTR C More: the full row for TORTOISE ENERGY INFRSTRCTR C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,000 shares; 2024Q4: 85,000 shares; 2025Q1: 85,000 shares; 2025Q2: 85,000 shares; 2025Q3: 85,000 shares; 2025Q4: 85,000 shares 85,000 $3.48M 0.22% 0 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,100 shares; 2024Q4: 21,040 shares; 2025Q1: 19,424 shares; 2025Q2: 15,875 shares; 2025Q3: 23,387 shares; 2025Q4: 22,080 shares 22,080 $3.37M 0.21% -1,307 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: 1,980 shares; 2024Q4: 3,276 shares; 2025Q1: 4,042 shares; 2025Q2: 3,217 shares; 2025Q3: 3,859 shares; 2025Q4: 34,594 shares 34,594 $3.28M 0.21% +30,735 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: 15,824 shares; 2024Q4: 13,777 shares; 2025Q1: 13,709 shares; 2025Q2: 12,367 shares; 2025Q3: 15,262 shares; 2025Q4: 15,106 shares 15,106 $3.13M 0.2% -156 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: 12,753 shares; 2024Q4: 16,213 shares; 2025Q1: 18,341 shares; 2025Q2: 17,359 shares; 2025Q3: 16,290 shares; 2025Q4: 16,878 shares 16,878 $3M 0.19% +588 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,741 shares; 2024Q4: 5,676 shares; 2025Q1: 5,474 shares; 2025Q2: 5,186 shares; 2025Q3: 5,694 shares; 2025Q4: 2,766 shares 2,766 $2.97M 0.19% -2,928 Timeline 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: 8,363 shares; 2024Q4: 8,364 shares; 2025Q1: 7,980 shares; 2025Q2: 7,956 shares; 2025Q3: 7,957 shares; 2025Q4: 7,957 shares 7,957 $2.97M 0.19% 0 Timeline PBR PETROLEO BRASILEIRO S A More: the full row for PETROLEO BRASILEIRO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 150,000 shares; 2024Q4: 150,000 shares; 2025Q1: 150,000 shares; 2025Q2: 250,000 shares; 2025Q3: 250,000 shares; 2025Q4: 250,000 shares 250,000 $2.96M 0.19% 0 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,626 shares; 2024Q4: 6,036 shares; 2025Q1: 6,914 shares; 2025Q2: 5,392 shares; 2025Q3: 5,091 shares; 2025Q4: 5,147 shares 5,147 $2.95M 0.19% +56 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: 3,782 shares; 2024Q4: 3,302 shares; 2025Q1: 3,170 shares; 2025Q2: 3,309 shares; 2025Q3: 5,498 shares; 2025Q4: 6,439 shares 6,439 $2.92M 0.18% +941 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,060 shares; 2024Q4: 31,998 shares; 2025Q1: 32,045 shares; 2025Q2: 32,605 shares; 2025Q3: 33,872 shares; 2025Q4: 34,828 shares 34,828 $2.91M 0.18% +956 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,695 shares; 2024Q4: 102,475 shares; 2025Q1: 102,478 shares; 2025Q2: 102,835 shares; 2025Q3: 102,887 shares; 2025Q4: 103,062 shares 103,062 $2.79M 0.18% +175 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,546 shares; 2024Q4: 11,964 shares; 2025Q1: 14,876 shares; 2025Q2: 12,434 shares; 2025Q3: 12,164 shares; 2025Q4: 12,112 shares 12,112 $2.77M 0.17% -52 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: 3,565 shares; 2024Q4: 4,467 shares; 2025Q1: 5,013 shares; 2025Q2: 5,641 shares; 2025Q3: 6,403 shares; 2025Q4: 7,906 shares 7,906 $2.77M 0.17% +1,503 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,590 shares; 2024Q4: 5,824 shares; 2025Q1: 5,354 shares; 2025Q2: 5,329 shares; 2025Q3: 5,492 shares; 2025Q4: 5,551 shares 5,551 $2.71M 0.17% +59 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,992 shares; 2025Q3: 9,907 shares; 2025Q4: 10,403 shares 10,403 $2.63M 0.17% +496 Timeline WTV WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,220 shares; 2025Q4: 27,799 shares 27,799 $2.59M 0.16% +25,579 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,424 shares; 2024Q4: 126,887 shares; 2025Q1: 126,373 shares; 2025Q2: 127,197 shares; 2025Q3: 127,197 shares; 2025Q4: 106,494 shares 106,494 $2.56M 0.16% -20,703 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,166 shares; 2024Q4: 2,553 shares; 2025Q1: 4,970 shares; 2025Q2: 5,060 shares; 2025Q3: 13,344 shares; 2025Q4: 13,328 shares 13,328 $2.55M 0.16% -16 Timeline CART MAPLEBEAR INC More: the full row for MAPLEBEAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,637 shares; 2024Q4: 56,435 shares; 2025Q1: 56,435 shares; 2025Q2: 56,435 shares; 2025Q3: 56,435 shares; 2025Q4: 56,435 shares 56,435 $2.54M 0.16% 0 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: 1,012 shares; 2024Q4: 1,478 shares; 2025Q1: 1,414 shares; 2025Q2: 1,446 shares; 2025Q3: 2,739 shares; 2025Q4: 6,747 shares 6,747 $2.5M 0.16% +4,008 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: 351 shares; 2024Q4: 334 shares; 2025Q1: 344 shares; 2025Q2: 292 shares; 2025Q3: 402 shares; 2025Q4: 455 shares 455 $2.44M 0.15% +53 Timeline M MACYS INC More: the full row for MACYS 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: 103,051 shares; 2025Q2: 103,010 shares; 2025Q3: 103,890 shares; 2025Q4: 109,113 shares 109,113 $2.41M 0.15% +5,223 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: 30,147 shares; 2024Q4: 24,454 shares; 2025Q1: 28,450 shares; 2025Q2: 28,450 shares; 2025Q3: 28,450 shares; 2025Q4: 28,500 shares 28,500 $2.38M 0.15% +50 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: 8,518 shares; 2024Q4: 9,999 shares; 2025Q1: 12,336 shares; 2025Q2: 12,054 shares; 2025Q3: 11,578 shares; 2025Q4: 11,122 shares 11,122 $2.38M 0.15% -456 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: 25,992 shares; 2024Q4: 7,323 shares; 2025Q1: 7,354 shares; 2025Q2: 7,804 shares; 2025Q3: 15,270 shares; 2025Q4: 15,493 shares 15,493 $2.38M 0.15% +223 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,793 shares; 2025Q2: 25,102 shares; 2025Q3: 26,056 shares; 2025Q4: 34,224 shares 34,224 $2.38M 0.15% +8,168 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: 8,555 shares; 2024Q4: 5,347 shares; 2025Q1: 5,347 shares; 2025Q2: 8,317 shares; 2025Q3: 16,293 shares; 2025Q4: 42,802 shares 42,802 $2.3M 0.14% +26,509 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,903 shares; 2024Q4: 19,481 shares; 2025Q1: 17,269 shares; 2025Q2: 18,425 shares; 2025Q3: 27,171 shares; 2025Q4: 21,660 shares 21,660 $2.28M 0.14% -5,511 Timeline DGRS 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: 39,938 shares; 2024Q4: 70,252 shares; 2025Q1: 67,065 shares; 2025Q2: 45,658 shares; 2025Q3: 46,844 shares; 2025Q4: 45,066 shares 45,066 $2.24M 0.14% -1,778 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,455 shares; 2024Q4: 2,128 shares; 2025Q1: 5,956 shares; 2025Q2: 8,431 shares; 2025Q3: 8,560 shares; 2025Q4: 15,449 shares 15,449 $2.22M 0.14% +6,889 Timeline DBJP DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,974 shares; 2024Q4: 22,468 shares; 2025Q1: 23,485 shares; 2025Q2: 23,485 shares; 2025Q3: 23,485 shares; 2025Q4: 23,485 shares 23,485 $2.22M 0.14% 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: 17,765 shares; 2024Q4: 13,841 shares; 2025Q1: 11,585 shares; 2025Q2: 11,287 shares; 2025Q3: 27,341 shares; 2025Q4: 30,670 shares 30,670 $2.14M 0.13% +3,329 Timeline SG SWEETGREEN INC More: the full row for SWEETGREEN 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: 142,500 shares; 2025Q3: 300,000 shares; 2025Q4: 302,500 shares 302,500 $2.04M 0.13% +2,500 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: 6,058 shares; 2024Q4: 7,811 shares; 2025Q1: 6,754 shares; 2025Q2: 7,371 shares; 2025Q3: 10,374 shares; 2025Q4: 10,340 shares 10,340 $2.02M 0.13% -34 Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,053 shares 20,053 $1.98M 0.12% new 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: 2,785 shares; 2024Q4: 3,361 shares; 2025Q1: 3,440 shares; 2025Q2: 3,406 shares; 2025Q3: 5,781 shares; 2025Q4: 5,745 shares 5,745 $1.98M 0.12% -36 Timeline EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,007 shares; 2025Q2: 13,096 shares; 2025Q3: 17,031 shares; 2025Q4: 51,217 shares 51,217 $1.94M 0.12% +34,186 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: 2,068 shares; 2024Q4: 3,232 shares; 2025Q1: 3,421 shares; 2025Q2: 3,380 shares; 2025Q3: 3,871 shares; 2025Q4: 4,099 shares 4,099 $1.92M 0.12% +228 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: 563 shares; 2024Q4: 940 shares; 2025Q1: 1,363 shares; 2025Q2: 1,044 shares; 2025Q3: 4,625 shares; 2025Q4: 4,767 shares 4,767 $1.86M 0.12% +142 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,106 shares; 2025Q3: 15,368 shares; 2025Q4: 18,528 shares 18,528 $1.85M 0.12% +3,160 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: 2,159 shares; 2024Q4: 1,267 shares; 2025Q1: 1,246 shares; 2025Q2: 2,409 shares; 2025Q3: 5,501 shares; 2025Q4: 5,995 shares 5,995 $1.82M 0.11% +494 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,259 shares; 2024Q4: 4,726 shares; 2025Q1: 3,533 shares; 2025Q2: 3,618 shares; 2025Q3: 3,720 shares; 2025Q4: 3,721 shares 3,721 $1.79M 0.11% +1 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,104 shares; 2024Q4: 1,461 shares; 2025Q1: 1,430 shares; 2025Q2: 1,502 shares; 2025Q3: 6,124 shares; 2025Q4: 6,544 shares 6,544 $1.76M 0.11% +420 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,070 shares; 2024Q4: 6,898 shares; 2025Q1: 6,957 shares; 2025Q2: 6,738 shares; 2025Q3: 6,683 shares; 2025Q4: 6,517 shares 6,517 $1.73M 0.11% -166 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: 3,254 shares; 2024Q4: 5,651 shares; 2025Q1: 7,118 shares; 2025Q2: 5,417 shares; 2025Q3: 5,349 shares; 2025Q4: 5,587 shares 5,587 $1.71M 0.11% +238 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,353 shares; 2024Q4: 4,491 shares; 2025Q1: 4,290 shares; 2025Q2: 3,838 shares; 2025Q3: 5,451 shares; 2025Q4: 5,463 shares 5,463 $1.71M 0.11% +12 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,607 shares; 2024Q4: 17,884 shares; 2025Q1: 19,534 shares; 2025Q2: 19,534 shares; 2025Q3: 19,545 shares; 2025Q4: 20,894 shares 20,894 $1.7M 0.11% +1,349 Timeline EFA 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: 9,791 shares; 2024Q4: 9,724 shares; 2025Q1: 8,566 shares; 2025Q2: 9,514 shares; 2025Q3: 22,912 shares; 2025Q4: 17,409 shares 17,409 $1.67M 0.11% -5,503 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 792 shares; 2025Q3: 1,018 shares; 2025Q4: 6,736 shares 6,736 $1.62M 0.1% +5,718 Timeline VONG 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: 13,703 shares; 2024Q4: 13,167 shares; 2025Q1: 13,167 shares; 2025Q2: 13,201 shares; 2025Q3: 13,216 shares; 2025Q4: 13,230 shares 13,230 $1.61M 0.1% +14 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: 47,431 shares; 2024Q4: 12,862 shares; 2025Q1: 13,597 shares; 2025Q2: 13,602 shares; 2025Q3: 13,499 shares; 2025Q4: 14,066 shares 14,066 $1.59M 0.1% +567 Timeline IWC 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: 9,861 shares; 2024Q4: 9,890 shares; 2025Q1: 9,913 shares; 2025Q2: 9,939 shares; 2025Q3: 9,995 shares; 2025Q4: 10,040 shares 10,040 $1.58M 0.1% +45 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: 2,748 shares; 2024Q4: 2,667 shares; 2025Q1: 2,831 shares; 2025Q2: 2,900 shares; 2025Q3: 6,825 shares; 2025Q4: 8,401 shares 8,401 $1.58M 0.1% +1,576 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,096 shares; 2024Q4: 1,236 shares; 2025Q1: 1,387 shares; 2025Q2: 1,471 shares; 2025Q3: 1,733 shares; 2025Q4: 1,789 shares 1,789 $1.57M 0.1% +56 Timeline SLDE SLIDE INS HLDGS INC More: the full row for SLIDE INS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 79,732 shares 79,732 $1.55M 0.1% new Timeline EELV 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: 58,644 shares; 2024Q4: 50,889 shares; 2025Q1: 56,286 shares; 2025Q2: 56,286 shares; 2025Q3: 56,286 shares; 2025Q4: 56,286 shares 56,286 $1.54M 0.1% 0 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,608 shares; 2025Q3: 6,108 shares; 2025Q4: 6,826 shares 6,826 $1.53M 0.1% +718 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: 6,485 shares; 2024Q4: 6,823 shares; 2025Q1: 7,000 shares; 2025Q2: 7,052 shares; 2025Q3: 7,020 shares; 2025Q4: 6,742 shares 6,742 $1.53M 0.1% -278 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,422 shares; 2024Q4: 6,120 shares; 2025Q1: 21,565 shares; 2025Q2: 18,561 shares; 2025Q3: 29,790 shares; 2025Q4: 27,152 shares 27,152 $1.49M 0.09% -2,638 Timeline DDLS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,428 shares; 2025Q1: 8,428 shares; 2025Q2: 15,756 shares; 2025Q3: 22,381 shares; 2025Q4: 34,394 shares 34,394 $1.48M 0.09% +12,013 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,819 shares; 2024Q4: 2,875 shares; 2025Q1: 2,539 shares; 2025Q2: 2,513 shares; 2025Q3: 2,378 shares; 2025Q4: 2,894 shares 2,894 $1.42M 0.09% +516 Timeline FBK FB FINL CORP More: the full row for FB FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,528 shares; 2025Q2: 20,528 shares; 2025Q3: 268,039 shares; 2025Q4: 268,074 shares 268,074 $1.39M 0.09% +35 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: 1,989 shares; 2024Q4: 3,876 shares; 2025Q1: 6,553 shares; 2025Q2: 5,743 shares; 2025Q3: 8,785 shares; 2025Q4: 8,151 shares 8,151 $1.39M 0.09% -634 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: 16,941 shares; 2024Q4: 14,133 shares; 2025Q1: 13,973 shares; 2025Q2: 16,026 shares; 2025Q3: 15,349 shares; 2025Q4: 14,283 shares 14,283 $1.38M 0.09% -1,066 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: 14,022 shares; 2024Q4: 4,389 shares; 2025Q1: 4,063 shares; 2025Q2: 3,879 shares; 2025Q3: 4,770 shares; 2025Q4: 5,314 shares 5,314 $1.37M 0.09% +544 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,663 shares; 2024Q4: 6,221 shares; 2025Q1: 8,074 shares; 2025Q2: 8,191 shares; 2025Q3: 12,082 shares; 2025Q4: 10,692 shares 10,692 $1.34M 0.08% -1,390 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: 317 shares; 2025Q4: 1,474 shares 1,474 $1.34M 0.08% +1,157 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,463 shares; 2024Q4: 15,463 shares; 2025Q1: 15,466 shares; 2025Q2: 15,466 shares; 2025Q3: 26,698 shares; 2025Q4: 25,410 shares 25,410 $1.29M 0.08% -1,288 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: 18,675 shares; 2024Q4: 19,877 shares; 2025Q1: 20,733 shares; 2025Q2: 16,323 shares; 2025Q3: 24,187 shares; 2025Q4: 32,893 shares 32,893 $1.29M 0.08% +8,706 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,625 shares; 2024Q4: 14,409 shares; 2025Q1: 10,071 shares; 2025Q2: 11,700 shares; 2025Q3: 10,319 shares; 2025Q4: 8,961 shares 8,961 $1.28M 0.08% -1,358 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: 9,839 shares; 2024Q4: 10,736 shares; 2025Q1: 10,976 shares; 2025Q2: 11,081 shares; 2025Q3: 11,905 shares; 2025Q4: 10,823 shares 10,823 $1.26M 0.08% -1,082 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: 43,299 shares; 2024Q4: not reported; 2025Q1: 3,005 shares; 2025Q2: 3,199 shares; 2025Q3: 12,103 shares; 2025Q4: 12,518 shares 12,518 $1.25M 0.08% +415 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: 9,834 shares; 2024Q4: 1,134 shares; 2025Q1: 1,016 shares; 2025Q2: 1,898 shares; 2025Q3: 3,574 shares; 2025Q4: 3,851 shares 3,851 $1.23M 0.08% +277 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: 5,247 shares; 2024Q4: 4,352 shares; 2025Q1: 4,842 shares; 2025Q2: 4,993 shares; 2025Q3: 5,342 shares; 2025Q4: 7,785 shares 7,785 $1.22M 0.08% +2,443 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: 3,619 shares; 2024Q4: 3,152 shares; 2025Q1: 3,338 shares; 2025Q2: 3,227 shares; 2025Q3: 4,824 shares; 2025Q4: 5,051 shares 5,051 $1.22M 0.08% +227 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,800 shares; 2025Q2: 3,318 shares; 2025Q3: 5,037 shares; 2025Q4: 4,981 shares 4,981 $1.21M 0.08% -56 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: 473 shares; 2024Q4: 693 shares; 2025Q1: 695 shares; 2025Q2: 705 shares; 2025Q3: 1,454 shares; 2025Q4: 1,469 shares 1,469 $1.21M 0.08% +15 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: 8,285 shares; 2024Q4: 10,251 shares; 2025Q1: 11,291 shares; 2025Q2: 18,791 shares; 2025Q3: 20,907 shares; 2025Q4: 29,004 shares 29,004 $1.17M 0.07% +8,097 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: 1,237 shares; 2024Q4: 1,344 shares; 2025Q1: 1,480 shares; 2025Q2: 1,377 shares; 2025Q3: 2,357 shares; 2025Q4: 2,222 shares 2,222 $1.16M 0.07% -135 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: 2,615 shares; 2024Q4: 2,562 shares; 2025Q1: 2,562 shares; 2025Q2: 2,565 shares; 2025Q3: 3,980 shares; 2025Q4: 3,982 shares 3,982 $1.16M 0.07% +2 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: 273 shares; 2024Q4: 366 shares; 2025Q1: 372 shares; 2025Q2: 5,876 shares; 2025Q3: 12,206 shares; 2025Q4: 12,645 shares 12,645 $1.15M 0.07% +439 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 777 shares; 2025Q1: 790 shares; 2025Q2: 778 shares; 2025Q3: 3,413 shares; 2025Q4: 3,241 shares 3,241 $1.14M 0.07% -172 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: 1,285 shares; 2025Q1: 1,710 shares; 2025Q2: 1,475 shares; 2025Q3: 1,615 shares; 2025Q4: 1,684 shares 1,684 $1.14M 0.07% +69 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: 1,834 shares; 2025Q1: 1,792 shares; 2025Q2: 1,550 shares; 2025Q3: 3,181 shares; 2025Q4: 4,001 shares 4,001 $1.13M 0.07% +820 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: 14,251 shares; 2024Q4: 13,790 shares; 2025Q1: 13,735 shares; 2025Q2: 13,448 shares; 2025Q3: 14,995 shares; 2025Q4: 12,040 shares 12,040 $1.13M 0.07% -2,955 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: 1,330 shares; 2024Q4: 1,932 shares; 2025Q1: 2,222 shares; 2025Q2: 2,074 shares; 2025Q3: 1,980 shares; 2025Q4: 1,917 shares 1,917 $1.09M 0.07% -63 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: 3,908 shares; 2024Q4: 4,747 shares; 2025Q1: 4,967 shares; 2025Q2: 4,821 shares; 2025Q3: 5,517 shares; 2025Q4: 5,767 shares 5,767 $1.06M 0.07% +250 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,733 shares; 2024Q4: 8,848 shares; 2025Q1: 8,673 shares; 2025Q2: 12,446 shares; 2025Q3: 15,812 shares; 2025Q4: 15,700 shares 15,700 $1.06M 0.07% -112 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: 11,369 shares; 2024Q4: 14,265 shares; 2025Q1: 15,198 shares; 2025Q2: 11,931 shares; 2025Q3: 11,732 shares; 2025Q4: 9,273 shares 9,273 $1.06M 0.07% -2,459 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 801 shares; 2024Q4: 952 shares; 2025Q1: 1,868 shares; 2025Q2: 1,952 shares; 2025Q3: 2,811 shares; 2025Q4: 3,130 shares 3,130 $1.05M 0.07% +319 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: 15,362 shares; 2024Q4: 7,477 shares; 2025Q1: 16,718 shares; 2025Q2: 14,408 shares; 2025Q3: 15,484 shares; 2025Q4: 15,789 shares 15,789 $1.04M 0.07% +305 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,777 shares; 2024Q4: 3,786 shares; 2025Q1: 3,786 shares; 2025Q2: 3,791 shares; 2025Q3: 2,479 shares; 2025Q4: 2,483 shares 2,483 $1.03M 0.06% +4 Timeline ALSN ALLISON TRANSMISSION HLDGS I More: the full row for ALLISON TRANSMISSION HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,000 shares; 2025Q1: 2,666 shares; 2025Q2: 2,264 shares; 2025Q3: 9,226 shares; 2025Q4: 10,413 shares 10,413 $1.02M 0.06% +1,187 Timeline NVR NVR INC More: the full row for NVR 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: 98 shares; 2025Q3: 105 shares; 2025Q4: 139 shares 139 $1.01M 0.06% +34 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,589 shares; 2024Q4: 18,095 shares; 2025Q1: 18,048 shares; 2025Q2: 18,591 shares; 2025Q3: 18,505 shares; 2025Q4: 18,374 shares 18,374 $1.01M 0.06% -131 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: 85,724 shares; 2024Q4: 76,111 shares; 2025Q1: 93,704 shares; 2025Q2: 63,309 shares; 2025Q3: 64,212 shares; 2025Q4: 33,242 shares 33,242 $994K 0.06% -30,970 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: 5,821 shares; 2024Q4: 8,395 shares; 2025Q1: 10,082 shares; 2025Q2: 8,053 shares; 2025Q3: 8,096 shares; 2025Q4: 8,031 shares 8,031 $986K 0.06% -65 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,186 shares; 2024Q4: 10,415 shares; 2025Q1: 10,218 shares; 2025Q2: 10,111 shares; 2025Q3: 10,884 shares; 2025Q4: 21,580 shares 21,580 $965K 0.06% +10,696 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,828 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,582 shares; 2025Q4: 12,741 shares 12,741 $961K 0.06% +4,159 Timeline VONE 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: 3,039 shares; 2024Q4: 3,058 shares; 2025Q1: 3,058 shares; 2025Q2: 3,076 shares; 2025Q3: 3,085 shares; 2025Q4: 3,093 shares 3,093 $956K 0.06% +8 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: 999 shares; 2024Q4: 1,101 shares; 2025Q1: 1,119 shares; 2025Q2: 1,189 shares; 2025Q3: 2,513 shares; 2025Q4: 3,200 shares 3,200 $947K 0.06% +687 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,430 shares; 2024Q4: 1,037 shares; 2025Q1: 676 shares; 2025Q2: 828 shares; 2025Q3: 1,094 shares; 2025Q4: 3,220 shares 3,220 $925K 0.06% +2,126 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,207 shares; 2024Q4: 4,274 shares; 2025Q1: 5,235 shares; 2025Q2: 4,713 shares; 2025Q3: 5,640 shares; 2025Q4: 11,628 shares 11,628 $919K 0.06% +5,988 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: 1,249 shares; 2024Q4: 1,506 shares; 2025Q1: 2,247 shares; 2025Q2: 2,079 shares; 2025Q3: 3,103 shares; 2025Q4: 3,725 shares 3,725 $918K 0.06% +622 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: 4,075 shares; 2024Q4: 3,003 shares; 2025Q1: 2,634 shares; 2025Q2: 2,667 shares; 2025Q3: 3,073 shares; 2025Q4: 2,779 shares 2,779 $910K 0.06% -294 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,277 shares; 2024Q4: 2,825 shares; 2025Q1: 2,685 shares; 2025Q2: 2,752 shares; 2025Q3: 3,828 shares; 2025Q4: 2,693 shares 2,693 $889K 0.06% -1,135 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 637 shares; 2024Q4: 825 shares; 2025Q1: 872 shares; 2025Q2: 803 shares; 2025Q3: 1,591 shares; 2025Q4: 1,513 shares 1,513 $877K 0.06% -78 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: 436 shares; 2024Q4: 582 shares; 2025Q1: 643 shares; 2025Q2: 705 shares; 2025Q3: 795 shares; 2025Q4: 814 shares 814 $871K 0.05% +19 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,112 shares; 2025Q4: 4,112 shares 4,112 $871K 0.05% 0 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: 11,926 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,994 shares; 2025Q3: 21,994 shares; 2025Q4: 21,994 shares 21,994 $871K 0.05% 0 Timeline XBI 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: 8,674 shares; 2024Q4: 11,168 shares; 2025Q1: 10,229 shares; 2025Q2: 10,230 shares; 2025Q3: 10,374 shares; 2025Q4: 7,112 shares 7,112 $867K 0.05% -3,262 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: 5,521 shares; 2024Q4: 7,302 shares; 2025Q1: 6,587 shares; 2025Q2: 6,176 shares; 2025Q3: 6,778 shares; 2025Q4: 6,366 shares 6,366 $845K 0.05% -412 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: 3,426 shares; 2024Q4: 3,121 shares; 2025Q1: 3,303 shares; 2025Q2: 3,423 shares; 2025Q3: 3,252 shares; 2025Q4: 3,276 shares 3,276 $842K 0.05% +24 Timeline EOG EOG RES INC More: the full row for EOG RES 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: 6,081 shares; 2025Q3: 9,442 shares; 2025Q4: 7,501 shares 7,501 $788K 0.05% -1,941 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,262 shares; 2024Q4: 13,586 shares; 2025Q1: 21,946 shares; 2025Q2: 21,946 shares; 2025Q3: 22,451 shares; 2025Q4: 21,945 shares 21,945 $787K 0.05% -506 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,028 shares; 2024Q4: 4,892 shares; 2025Q1: 5,107 shares; 2025Q2: 4,629 shares; 2025Q3: 4,802 shares; 2025Q4: 4,900 shares 4,900 $786K 0.05% +98 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,002 shares 12,002 $785K 0.05% new Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,751 shares; 2024Q4: 3,753 shares; 2025Q1: 3,753 shares; 2025Q2: 3,770 shares; 2025Q3: 3,806 shares; 2025Q4: 3,823 shares 3,823 $783K 0.05% +17 Timeline SMMD 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: 11,132 shares; 2024Q4: 11,175 shares; 2025Q1: 11,042 shares; 2025Q2: 10,676 shares; 2025Q3: 10,298 shares; 2025Q4: 10,337 shares 10,337 $775K 0.05% +39 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 680 shares; 2024Q4: 791 shares; 2025Q1: 813 shares; 2025Q2: 862 shares; 2025Q3: 1,444 shares; 2025Q4: 1,659 shares 1,659 $773K 0.05% +215 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,200 shares; 2024Q4: 8,429 shares; 2025Q1: 7,440 shares; 2025Q2: 7,472 shares; 2025Q3: 9,149 shares; 2025Q4: 9,871 shares 9,871 $772K 0.05% +722 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 634 shares; 2024Q4: 709 shares; 2025Q1: 847 shares; 2025Q2: 951 shares; 2025Q3: 1,511 shares; 2025Q4: 1,505 shares 1,505 $768K 0.05% -6 Timeline NTAP NETAPP INC More: the full row for NETAPP 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: 6,798 shares; 2025Q3: 6,581 shares; 2025Q4: 7,148 shares 7,148 $765K 0.05% +567 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: 3,152 shares; 2024Q4: 4,222 shares; 2025Q1: 4,665 shares; 2025Q2: 3,972 shares; 2025Q3: 5,569 shares; 2025Q4: 5,315 shares 5,315 $763K 0.05% -254 Timeline IVW 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: 2,508 shares; 2024Q4: 2,509 shares; 2025Q1: 2,368 shares; 2025Q2: 2,369 shares; 2025Q3: 6,127 shares; 2025Q4: 6,127 shares 6,127 $755K 0.05% 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: 1,339 shares; 2024Q4: 1,330 shares; 2025Q1: 1,333 shares; 2025Q2: 1,333 shares; 2025Q3: 2,897 shares; 2025Q4: 2,897 shares 2,897 $747K 0.05% 0 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,517 shares; 2024Q4: 1,386 shares; 2025Q1: 6,191 shares; 2025Q2: 6,016 shares; 2025Q3: 7,650 shares; 2025Q4: 5,824 shares 5,824 $733K 0.05% -1,826 Timeline G GENPACT LIMITED More: the full row for GENPACT LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,648 shares; 2025Q2: 4,974 shares; 2025Q3: 13,602 shares; 2025Q4: 15,383 shares 15,383 $720K 0.05% +1,781 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: 8,231 shares; 2024Q4: 7,495 shares; 2025Q1: 8,345 shares; 2025Q2: 8,552 shares; 2025Q3: 8,359 shares; 2025Q4: 8,378 shares 8,378 $712K 0.04% +19 Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,866 shares; 2025Q1: 4,514 shares; 2025Q2: 4,082 shares; 2025Q3: 6,213 shares; 2025Q4: 8,212 shares 8,212 $709K 0.04% +1,999 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: 6,054 shares; 2024Q4: 5,812 shares; 2025Q1: 5,804 shares; 2025Q2: 5,808 shares; 2025Q3: 5,756 shares; 2025Q4: 5,490 shares 5,490 $708K 0.04% -266 Timeline HACK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,443 shares; 2024Q4: 13,372 shares; 2025Q1: 13,375 shares; 2025Q2: 13,375 shares; 2025Q3: 13,375 shares; 2025Q4: 8,739 shares 8,739 $702K 0.04% -4,636 Timeline EMB 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: 7,690 shares; 2024Q4: 6,106 shares; 2025Q1: 7,276 shares; 2025Q2: 7,276 shares; 2025Q3: 7,276 shares; 2025Q4: 7,276 shares 7,276 $701K 0.04% 0 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: 1,988 shares; 2024Q4: 2,187 shares; 2025Q1: 2,128 shares; 2025Q2: 2,114 shares; 2025Q3: 2,346 shares; 2025Q4: 2,345 shares 2,345 $695K 0.04% -1 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: 2,115 shares; 2024Q4: 2,407 shares; 2025Q1: 3,602 shares; 2025Q2: 2,449 shares; 2025Q3: 2,473 shares; 2025Q4: 2,647 shares 2,647 $678K 0.04% +174 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: 3,127 shares; 2025Q2: 2,769 shares; 2025Q3: 2,701 shares; 2025Q4: 3,302 shares 3,302 $677K 0.04% +601 Timeline MDB MONGODB INC More: the full row for MONGODB 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: 1,183 shares; 2025Q2: 1,327 shares; 2025Q3: 1,670 shares; 2025Q4: 1,612 shares 1,612 $677K 0.04% -58 Timeline DBC INVESCO DB COMMDY INDX TRCK More: the full row for INVESCO DB COMMDY INDX TRCK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,108 shares; 2024Q4: 32,897 shares; 2025Q1: 30,270 shares; 2025Q2: 30,270 shares; 2025Q3: 30,270 shares; 2025Q4: 30,270 shares 30,270 $677K 0.04% 0 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,680 shares; 2024Q4: 3,078 shares; 2025Q1: 3,806 shares; 2025Q2: 3,543 shares; 2025Q3: 3,541 shares; 2025Q4: 3,537 shares 3,537 $676K 0.04% -4 Timeline ROBT FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,788 shares; 2024Q4: 13,789 shares; 2025Q1: 13,789 shares; 2025Q2: 13,789 shares; 2025Q3: 13,788 shares; 2025Q4: 12,964 shares 12,964 $672K 0.04% -824 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 591 shares; 2024Q4: 668 shares; 2025Q1: 625 shares; 2025Q2: 666 shares; 2025Q3: 1,351 shares; 2025Q4: 4,357 shares 4,357 $671K 0.04% +3,006 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: not reported; 2024Q4: 951 shares; 2025Q1: 1,208 shares; 2025Q2: 1,160 shares; 2025Q3: 1,867 shares; 2025Q4: 2,284 shares 2,284 $671K 0.04% +417 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,229 shares; 2024Q4: 2,283 shares; 2025Q1: 2,781 shares; 2025Q2: 2,812 shares; 2025Q3: 4,394 shares; 2025Q4: 5,702 shares 5,702 $669K 0.04% +1,308 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: 10,048 shares; 2024Q4: 8,425 shares; 2025Q1: 7,912 shares; 2025Q2: 8,021 shares; 2025Q3: 9,375 shares; 2025Q4: 3,843 shares 3,843 $667K 0.04% -5,532 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,767 shares; 2025Q3: 4,928 shares; 2025Q4: 4,788 shares 4,788 $656K 0.04% -140 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: not reported; 2024Q4: not reported; 2025Q1: 1,045 shares; 2025Q2: not reported; 2025Q3: 3,478 shares; 2025Q4: 3,477 shares 3,477 $642K 0.04% -1 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,579 shares; 2024Q4: 2,829 shares; 2025Q1: 2,863 shares; 2025Q2: 2,615 shares; 2025Q3: 25,000 shares; 2025Q4: 25,400 shares 25,400 $641K 0.04% +400 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,684 shares; 2025Q1: 3,684 shares; 2025Q2: 3,684 shares; 2025Q3: 4,514 shares; 2025Q4: 4,514 shares 4,514 $639K 0.04% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,376 shares; 2025Q3: 6,661 shares; 2025Q4: 8,319 shares 8,319 $638K 0.04% +1,658 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: not reported; 2024Q4: 1,502 shares; 2025Q1: 1,317 shares; 2025Q2: 1,314 shares; 2025Q3: 9,262 shares; 2025Q4: 3,932 shares 3,932 $637K 0.04% -5,330 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: 775 shares; 2024Q4: 862 shares; 2025Q1: 760 shares; 2025Q2: 998 shares; 2025Q3: 1,002 shares; 2025Q4: 954 shares 954 $632K 0.04% -48 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: 7,186 shares; 2024Q4: 7,153 shares; 2025Q1: 7,200 shares; 2025Q2: 7,147 shares; 2025Q3: 6,999 shares; 2025Q4: 7,138 shares 7,138 $632K 0.04% +139 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,394 shares; 2024Q4: 1,424 shares; 2025Q1: 2,523 shares; 2025Q2: 2,587 shares; 2025Q3: 3,449 shares; 2025Q4: 3,222 shares 3,222 $629K 0.04% -227 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,422 shares; 2024Q4: 1,604 shares; 2025Q1: 1,333 shares; 2025Q2: 1,282 shares; 2025Q3: 1,909 shares; 2025Q4: 1,923 shares 1,923 $623K 0.04% +14 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,549 shares; 2024Q4: 2,880 shares; 2025Q1: 2,893 shares; 2025Q2: 3,471 shares; 2025Q3: 3,099 shares; 2025Q4: 3,156 shares 3,156 $622K 0.04% +57 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: 7,183 shares; 2024Q4: 1,185 shares; 2025Q1: 1,262 shares; 2025Q2: 1,290 shares; 2025Q3: 1,614 shares; 2025Q4: 2,368 shares 2,368 $622K 0.04% +754 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: 4,073 shares; 2024Q4: 4,168 shares; 2025Q1: 3,333 shares; 2025Q2: 3,112 shares; 2025Q3: 5,325 shares; 2025Q4: 6,460 shares 6,460 $621K 0.04% +1,135 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,092 shares; 2024Q4: 15,192 shares; 2025Q1: 15,192 shares; 2025Q2: 15,340 shares; 2025Q3: 15,340 shares; 2025Q4: 13,806 shares 13,806 $612K 0.04% -1,534 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC 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: 1,521 shares; 2025Q2: 1,754 shares; 2025Q3: 2,157 shares; 2025Q4: 2,535 shares 2,535 $608K 0.04% +378 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS 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: 3,590 shares; 2025Q2: not reported; 2025Q3: 8,940 shares; 2025Q4: 10,330 shares 10,330 $606K 0.04% +1,390 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,509 shares; 2025Q1: not reported; 2025Q2: 4,277 shares; 2025Q3: 4,903 shares; 2025Q4: 8,722 shares 8,722 $605K 0.04% +3,819 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: 1,179 shares; 2024Q4: 1,042 shares; 2025Q1: 1,216 shares; 2025Q2: 1,219 shares; 2025Q3: 1,479 shares; 2025Q4: 1,418 shares 1,418 $605K 0.04% -61 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,792 shares; 2025Q4: 13,618 shares 13,618 $604K 0.04% +1,826 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 546 shares; 2025Q1: 547 shares; 2025Q2: 369 shares; 2025Q3: 533 shares; 2025Q4: 560 shares 560 $600K 0.04% +27 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,072 shares; 2024Q4: 18,322 shares; 2025Q1: 822 shares; 2025Q2: 812 shares; 2025Q3: 957 shares; 2025Q4: 915 shares 915 $598K 0.04% -42 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: 1,043 shares; 2024Q4: 1,043 shares; 2025Q1: 990 shares; 2025Q2: 990 shares; 2025Q3: 1,897 shares; 2025Q4: 1,897 shares 1,897 $597K 0.04% 0 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,099 shares; 2025Q3: 2,482 shares; 2025Q4: 2,619 shares 2,619 $596K 0.04% +137 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 717 shares; 2025Q2: 702 shares; 2025Q3: 1,447 shares; 2025Q4: 1,162 shares 1,162 $594K 0.04% -285 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,722 shares; 2024Q4: 2,925 shares; 2025Q1: 2,767 shares; 2025Q2: 4,044 shares; 2025Q3: 4,426 shares; 2025Q4: 6,053 shares 6,053 $592K 0.04% +1,627 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,093 shares; 2024Q4: 1,293 shares; 2025Q1: 1,318 shares; 2025Q2: 1,092 shares; 2025Q3: 2,405 shares; 2025Q4: 2,583 shares 2,583 $591K 0.04% +178 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: not reported; 2024Q4: 1,094 shares; 2025Q1: 1,038 shares; 2025Q2: 1,047 shares; 2025Q3: 975 shares; 2025Q4: 1,399 shares 1,399 $591K 0.04% +424 Timeline DFAX 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,030 shares; 2025Q3: 18,030 shares; 2025Q4: 18,030 shares 18,030 $590K 0.04% 0 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 345 shares; 2024Q4: 346 shares; 2025Q1: 421 shares; 2025Q2: 425 shares; 2025Q3: 618 shares; 2025Q4: 583 shares 583 $589K 0.04% -35 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: 2,413 shares; 2024Q4: 3,325 shares; 2025Q1: 3,483 shares; 2025Q2: 4,996 shares; 2025Q3: 7,900 shares; 2025Q4: 6,983 shares 6,983 $588K 0.04% -917 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,765 shares; 2024Q4: 3,525 shares; 2025Q1: 3,643 shares; 2025Q2: 3,743 shares; 2025Q3: 5,241 shares; 2025Q4: 5,880 shares 5,880 $584K 0.04% +639 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: 609 shares; 2024Q4: 621 shares; 2025Q1: 650 shares; 2025Q2: 660 shares; 2025Q3: 1,280 shares; 2025Q4: 661 shares 661 $582K 0.04% -619 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,170 shares; 2024Q4: 21,362 shares; 2025Q1: 21,368 shares; 2025Q2: 21,374 shares; 2025Q3: 21,379 shares; 2025Q4: 21,384 shares 21,384 $575K 0.04% +5 Timeline CRUS CIRRUS LOGIC INC More: the full row for CIRRUS LOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,597 shares; 2025Q4: 4,810 shares 4,810 $570K 0.04% +1,213 Timeline CCK CROWN HLDGS INC More: the full row for CROWN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,589 shares; 2025Q4: 5,525 shares 5,525 $569K 0.04% +2,936 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: not reported; 2024Q4: 1,913 shares; 2025Q1: 2,380 shares; 2025Q2: not reported; 2025Q3: 1,999 shares; 2025Q4: 4,186 shares 4,186 $568K 0.04% +2,187 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,987 shares; 2025Q3: 5,987 shares; 2025Q4: 6,747 shares 6,747 $565K 0.04% +760 Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 778 shares; 2025Q3: 1,334 shares; 2025Q4: 1,595 shares 1,595 $564K 0.04% +261 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,076 shares; 2024Q4: 3,885 shares; 2025Q1: 4,056 shares; 2025Q2: 4,069 shares; 2025Q3: 5,383 shares; 2025Q4: 5,877 shares 5,877 $560K 0.04% +494 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 525 shares; 2025Q3: 869 shares; 2025Q4: 916 shares 916 $554K 0.03% +47 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,001 shares 1,001 $553K 0.03% new Timeline BYD BOYD GAMING CORP More: the full row for BOYD GAMING 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: 4,864 shares; 2025Q4: 6,470 shares 6,470 $552K 0.03% +1,606 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,507 shares; 2024Q4: 3,802 shares; 2025Q1: 3,637 shares; 2025Q2: 4,369 shares; 2025Q3: 5,278 shares; 2025Q4: 5,326 shares 5,326 $545K 0.03% +48 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,929 shares; 2024Q4: 4,467 shares; 2025Q1: 4,469 shares; 2025Q2: 4,478 shares; 2025Q3: 4,478 shares; 2025Q4: 4,200 shares 4,200 $545K 0.03% -278 Timeline ESS ESSEX PPTY TR INC More: the full row for ESSEX PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 789 shares; 2025Q1: 1,128 shares; 2025Q2: 957 shares; 2025Q3: 1,328 shares; 2025Q4: 2,075 shares 2,075 $543K 0.03% +747 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,011 shares; 2025Q4: 1,159 shares 1,159 $541K 0.03% +148 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,483 shares; 2024Q4: 2,562 shares; 2025Q1: 3,515 shares; 2025Q2: 3,635 shares; 2025Q3: 3,883 shares; 2025Q4: 3,605 shares 3,605 $537K 0.03% -278 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: 4,909 shares; 2024Q4: 1,312 shares; 2025Q1: 1,006 shares; 2025Q2: 1,428 shares; 2025Q3: 1,687 shares; 2025Q4: 1,705 shares 1,705 $533K 0.03% +18 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,542 shares; 2025Q3: 10,325 shares; 2025Q4: 17,412 shares 17,412 $532K 0.03% +7,087 Timeline TECB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,552 shares; 2025Q4: 8,552 shares 8,552 $521K 0.03% 0 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: 3,993 shares; 2024Q4: 2,002 shares; 2025Q1: 1,267 shares; 2025Q2: 1,174 shares; 2025Q3: 2,646 shares; 2025Q4: 2,626 shares 2,626 $512K 0.03% -20 Timeline FOXA FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,702 shares; 2025Q4: 6,985 shares 6,985 $510K 0.03% +1,283 Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,036 shares; 2025Q1: 4,268 shares; 2025Q2: 4,025 shares; 2025Q3: 5,618 shares; 2025Q4: 7,403 shares 7,403 $506K 0.03% +1,785 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,400 shares; 2024Q4: 4,893 shares; 2025Q1: 4,950 shares; 2025Q2: 4,719 shares; 2025Q3: 6,081 shares; 2025Q4: 5,781 shares 5,781 $504K 0.03% -300 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,682 shares; 2024Q4: 3,735 shares; 2025Q1: 3,732 shares; 2025Q2: 2,784 shares; 2025Q3: 3,291 shares; 2025Q4: 3,268 shares 3,268 $504K 0.03% -23 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,311 shares; 2024Q4: 10,681 shares; 2025Q1: 10,585 shares; 2025Q2: 10,420 shares; 2025Q3: 9,887 shares; 2025Q4: 6,809 shares 6,809 $500K 0.03% -3,078 Timeline EPR EPR PPTYS More: the full row for EPR PPTYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,207 shares; 2025Q4: 10,012 shares 10,012 $500K 0.03% +5,805 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: 366 shares; 2024Q4: 403 shares; 2025Q1: 431 shares; 2025Q2: 411 shares; 2025Q3: 455 shares; 2025Q4: 410 shares 410 $498K 0.03% -45 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,356 shares 4,356 $495K 0.03% new Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,522 shares; 2024Q4: 1,414 shares; 2025Q1: 2,359 shares; 2025Q2: 1,959 shares; 2025Q3: 2,173 shares; 2025Q4: 637 shares 637 $492K 0.03% -1,536 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,278 shares; 2025Q4: 3,245 shares 3,245 $491K 0.03% -33 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,191 shares; 2024Q4: 3,580 shares; 2025Q1: 2,380 shares; 2025Q2: 1,555 shares; 2025Q3: 2,329 shares; 2025Q4: 1,983 shares 1,983 $490K 0.03% -346 Timeline LIT GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,435 shares; 2025Q4: 7,476 shares 7,476 $485K 0.03% +2,041 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: 1,140 shares; 2024Q4: 1,747 shares; 2025Q1: 2,035 shares; 2025Q2: 1,672 shares; 2025Q3: 2,211 shares; 2025Q4: 2,093 shares 2,093 $484K 0.03% -118 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,920 shares; 2024Q4: 4,884 shares; 2025Q1: 4,884 shares; 2025Q2: 4,579 shares; 2025Q3: 5,265 shares; 2025Q4: 4,819 shares 4,819 $484K 0.03% -446 Timeline AOS SMITH A O CORP More: the full row for SMITH A O CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,064 shares; 2024Q4: not reported; 2025Q1: 5,340 shares; 2025Q2: 4,434 shares; 2025Q3: 6,154 shares; 2025Q4: 7,205 shares 7,205 $482K 0.03% +1,051 Timeline ROBO EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,266 shares; 2025Q1: 9,302 shares; 2025Q2: 9,302 shares; 2025Q3: 9,302 shares; 2025Q4: 6,950 shares 6,950 $482K 0.03% -2,352 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,360 shares; 2025Q1: 3,256 shares; 2025Q2: 3,185 shares; 2025Q3: 3,166 shares; 2025Q4: 3,381 shares 3,381 $481K 0.03% +215 Timeline JACK JACK IN THE BOX INC More: the full row for JACK IN THE BOX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,556 shares; 2024Q4: 6,556 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25,299 shares; 2025Q4: 25,299 shares 25,299 $479K 0.03% 0 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,824 shares; 2024Q4: 4,407 shares; 2025Q1: 2,793 shares; 2025Q2: 2,755 shares; 2025Q3: 3,149 shares; 2025Q4: 3,376 shares 3,376 $476K 0.03% +227 Timeline TNL TRAVEL PLUS LEISURE CO More: the full row for TRAVEL PLUS LEISURE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,449 shares; 2025Q4: 6,743 shares 6,743 $476K 0.03% +1,294 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON 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: 2,613 shares 2,613 $475K 0.03% new Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,689 shares; 2024Q4: 3,618 shares; 2025Q1: 4,404 shares; 2025Q2: 4,812 shares; 2025Q3: 6,210 shares; 2025Q4: 5,787 shares 5,787 $474K 0.03% -423 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,523 shares; 2025Q3: 5,175 shares; 2025Q4: 5,415 shares 5,415 $473K 0.03% +240 Timeline KRC KILROY REALTY CORP More: the full row for KILROY REALTY 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: 10,387 shares; 2025Q4: 12,643 shares 12,643 $472K 0.03% +2,256 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: 20,066 shares; 2024Q4: 17,334 shares; 2025Q1: 19,064 shares; 2025Q2: 19,064 shares; 2025Q3: 25,022 shares; 2025Q4: 22,446 shares 22,446 $471K 0.03% -2,576 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: 696 shares; 2024Q4: 1,111 shares; 2025Q1: 849 shares; 2025Q2: 894 shares; 2025Q3: 1,025 shares; 2025Q4: 1,003 shares 1,003 $471K 0.03% -22 Timeline BBEU J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,401 shares 6,401 $469K 0.03% new 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: 1,237 shares; 2024Q4: 1,301 shares; 2025Q1: 1,270 shares; 2025Q2: 1,575 shares; 2025Q3: 1,528 shares; 2025Q4: 1,625 shares 1,625 $467K 0.03% +97 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 715 shares; 2024Q4: 831 shares; 2025Q1: 860 shares; 2025Q2: 868 shares; 2025Q3: 1,092 shares; 2025Q4: 965 shares 965 $467K 0.03% -127 Timeline P EVERPURE INC More: the full row for EVERPURE 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: 4,369 shares; 2025Q4: 6,897 shares 6,897 $462K 0.03% +2,528 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: 1,455 shares; 2024Q4: 1,685 shares; 2025Q1: 1,697 shares; 2025Q2: 1,689 shares; 2025Q3: 1,885 shares; 2025Q4: 2,103 shares 2,103 $462K 0.03% +218 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: 1,207 shares; 2024Q4: 1,197 shares; 2025Q1: 1,100 shares; 2025Q2: 1,180 shares; 2025Q3: 1,727 shares; 2025Q4: 1,686 shares 1,686 $457K 0.03% -41 Timeline BUG GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,687 shares; 2024Q4: 25,349 shares; 2025Q1: 25,360 shares; 2025Q2: 25,360 shares; 2025Q3: 25,359 shares; 2025Q4: 14,950 shares 14,950 $455K 0.03% -10,409 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: 5,330 shares; 2024Q4: 5,848 shares; 2025Q1: 5,834 shares; 2025Q2: 6,043 shares; 2025Q3: 5,366 shares; 2025Q4: 5,585 shares 5,585 $454K 0.03% +219 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,712 shares; 2024Q4: 12,877 shares; 2025Q1: 15,319 shares; 2025Q2: 6,833 shares; 2025Q3: 7,981 shares; 2025Q4: 7,017 shares 7,017 $447K 0.03% -964 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,687 shares; 2025Q3: 6,967 shares; 2025Q4: 7,005 shares 7,005 $445K 0.03% +38 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 325 shares; 2025Q1: 331 shares; 2025Q2: 356 shares; 2025Q3: 295 shares; 2025Q4: 544 shares 544 $441K 0.03% +249 Timeline INGR INGREDION INC More: the full row for INGREDION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,984 shares 3,984 $439K 0.03% new Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,073 shares; 2025Q1: 3,910 shares; 2025Q2: 3,789 shares; 2025Q3: 3,648 shares; 2025Q4: 3,663 shares 3,663 $439K 0.03% +15 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: 9,807 shares; 2024Q4: 10,445 shares; 2025Q1: 10,261 shares; 2025Q2: 10,983 shares; 2025Q3: 12,586 shares; 2025Q4: 11,422 shares 11,422 $434K 0.03% -1,164 Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 844 shares; 2024Q4: 816 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,646 shares; 2025Q4: 1,556 shares 1,556 $428K 0.03% -90 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 573 shares; 2025Q4: 775 shares 775 $427K 0.03% +202 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,470 shares; 2025Q4: 2,376 shares 2,376 $424K 0.03% +906 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: not reported; 2024Q4: 904 shares; 2025Q1: not reported; 2025Q2: 1,099 shares; 2025Q3: 1,193 shares; 2025Q4: 1,244 shares 1,244 $424K 0.03% +51 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,435 shares; 2025Q1: 2,498 shares; 2025Q2: 2,525 shares; 2025Q3: 2,526 shares; 2025Q4: 2,501 shares 2,501 $422K 0.03% -25 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,343 shares; 2025Q3: 5,197 shares; 2025Q4: 5,249 shares 5,249 $417K 0.03% +52 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,300 shares; 2025Q4: 6,466 shares 6,466 $417K 0.03% +1,166 Timeline UHS UNIVERSAL HLTH SVCS INC More: the full row for UNIVERSAL HLTH SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,207 shares; 2025Q4: 1,893 shares 1,893 $413K 0.03% +686 Timeline EGP EASTGROUP PPTYS INC More: the full row for EASTGROUP PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,793 shares; 2025Q4: 2,316 shares 2,316 $413K 0.03% +523 Timeline EPAM EPAM SYS INC More: the full row for EPAM 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: 2,010 shares 2,010 $412K 0.03% new Timeline OUST OUSTER INC More: the full row for OUSTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,992 shares; 2024Q4: 18,992 shares; 2025Q1: 18,992 shares; 2025Q2: 18,992 shares; 2025Q3: 18,992 shares; 2025Q4: 18,992 shares 18,992 $411K 0.03% 0 Timeline EIS 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: 4,457 shares; 2024Q4: 4,489 shares; 2025Q1: 4,489 shares; 2025Q2: 4,514 shares; 2025Q3: 4,514 shares; 2025Q4: 3,719 shares 3,719 $409K 0.03% -795 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,315 shares; 2025Q1: 1,232 shares; 2025Q2: 1,263 shares; 2025Q3: 1,223 shares; 2025Q4: 1,211 shares 1,211 $409K 0.03% -12 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,933 shares; 2025Q4: 3,080 shares 3,080 $409K 0.03% -853 Timeline SNA SNAP ON INC More: the full row for SNAP ON 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: 598 shares; 2025Q2: not reported; 2025Q3: 580 shares; 2025Q4: 1,181 shares 1,181 $407K 0.03% +601 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: 7,005 shares; 2024Q4: 6,696 shares; 2025Q1: 7,174 shares; 2025Q2: 7,388 shares; 2025Q3: 7,962 shares; 2025Q4: 6,950 shares 6,950 $406K 0.03% -1,012 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,291 shares; 2025Q3: 1,864 shares; 2025Q4: 1,773 shares 1,773 $404K 0.03% -91 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,881 shares 3,881 $404K 0.03% new Timeline DT DYNATRACE INC More: the full row for DYNATRACE 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: 9,298 shares 9,298 $403K 0.03% new Timeline CRBN 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: 2,066 shares; 2024Q4: 2,090 shares; 2025Q1: 2,090 shares; 2025Q2: 2,107 shares; 2025Q3: 2,107 shares; 2025Q4: 1,743 shares 1,743 $402K 0.03% -364 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,435 shares; 2025Q4: 2,462 shares 2,462 $401K 0.03% +27 Timeline CLH CLEAN HARBORS INC More: the full row for CLEAN HARBORS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 966 shares; 2025Q4: 1,699 shares 1,699 $398K 0.03% +733 Timeline YETI YETI HLDGS INC More: the full row for YETI HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,309 shares; 2025Q4: 9,016 shares 9,016 $398K 0.03% -1,293 Timeline SWKS SKYWORKS SOLUTIONS INC More: the full row for SKYWORKS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,823 shares; 2025Q3: 5,875 shares; 2025Q4: 6,235 shares 6,235 $395K 0.02% +360 Timeline PCTY PAYLOCITY HLDG CORP More: the full row for PAYLOCITY HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,164 shares; 2025Q1: 1,370 shares; 2025Q2: 1,229 shares; 2025Q3: 2,385 shares; 2025Q4: 2,564 shares 2,564 $391K 0.02% +179 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,021 shares; 2025Q4: 4,021 shares 4,021 $391K 0.02% 0 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: 2,610 shares; 2024Q4: 3,380 shares; 2025Q1: 3,557 shares; 2025Q2: 3,516 shares; 2025Q3: 3,393 shares; 2025Q4: 3,320 shares 3,320 $389K 0.02% -73 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: 1,967 shares; 2024Q4: 1,935 shares; 2025Q1: 1,968 shares; 2025Q2: 1,928 shares; 2025Q3: 1,961 shares; 2025Q4: 1,907 shares 1,907 $387K 0.02% -54 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: 4,279 shares; 2024Q4: 4,212 shares; 2025Q1: 4,376 shares; 2025Q2: 4,308 shares; 2025Q3: 3,934 shares; 2025Q4: 4,188 shares 4,188 $385K 0.02% +254 Timeline SBAC SBA COMMUNICATIONS CORP More: the full row for SBA COMMUNICATIONS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,229 shares; 2025Q2: 1,233 shares; 2025Q3: 1,723 shares; 2025Q4: 1,975 shares 1,975 $382K 0.02% +252 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,786 shares; 2025Q4: 2,204 shares 2,204 $380K 0.02% -582 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,090 shares; 2025Q4: 3,090 shares 3,090 $379K 0.02% 0 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS 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: 1,440 shares; 2025Q3: 1,512 shares; 2025Q4: 1,950 shares 1,950 $379K 0.02% +438 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,930 shares; 2024Q4: 1,801 shares; 2025Q1: 2,233 shares; 2025Q2: 2,296 shares; 2025Q3: 2,502 shares; 2025Q4: 2,310 shares 2,310 $377K 0.02% -192 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: 3,043 shares; 2024Q4: 2,880 shares; 2025Q1: 1,889 shares; 2025Q2: 1,917 shares; 2025Q3: 1,849 shares; 2025Q4: 1,834 shares 1,834 $377K 0.02% -15 Timeline PODD INSULET CORP More: the full row for INSULET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 939 shares; 2025Q1: 943 shares; 2025Q2: 842 shares; 2025Q3: 1,238 shares; 2025Q4: 1,321 shares 1,321 $375K 0.02% +83 Timeline POCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,530 shares; 2024Q4: 8,530 shares; 2025Q1: 8,530 shares; 2025Q2: 8,530 shares; 2025Q3: 8,530 shares; 2025Q4: 8,530 shares 8,530 $375K 0.02% 0 Timeline CYTK CYTOKINETICS INC More: the full row for CYTOKINETICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,056 shares; 2024Q4: 5,204 shares; 2025Q1: 9,204 shares; 2025Q2: not reported; 2025Q3: 6,589 shares; 2025Q4: 5,889 shares 5,889 $374K 0.02% -700 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,507 shares; 2024Q4: 2,589 shares; 2025Q1: 2,514 shares; 2025Q2: 2,538 shares; 2025Q3: 2,563 shares; 2025Q4: 2,608 shares 2,608 $374K 0.02% +45 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,018 shares; 2024Q4: 1,896 shares; 2025Q1: 2,087 shares; 2025Q2: 2,025 shares; 2025Q3: 2,115 shares; 2025Q4: 1,358 shares 1,358 $374K 0.02% -757 Timeline SHE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,397 shares; 2024Q4: 3,410 shares; 2025Q1: 3,418 shares; 2025Q2: 3,429 shares; 2025Q3: 3,440 shares; 2025Q4: 2,816 shares 2,816 $372K 0.02% -624 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,606 shares; 2024Q4: 2,128 shares; 2025Q1: not reported; 2025Q2: 2,291 shares; 2025Q3: 2,559 shares; 2025Q4: 2,295 shares 2,295 $372K 0.02% -264 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,053 shares; 2025Q2: 2,203 shares; 2025Q3: 2,405 shares; 2025Q4: 2,312 shares 2,312 $372K 0.02% -93 Timeline MIDD MIDDLEBY CORP More: the full row for MIDDLEBY 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: 2,495 shares 2,495 $371K 0.02% new Timeline FR FIRST INDL RLTY TR INC More: the full row for FIRST INDL RLTY TR 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: 5,410 shares; 2025Q4: 6,464 shares 6,464 $370K 0.02% +1,054 Timeline IWO 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: 1,208 shares; 2024Q4: 1,210 shares; 2025Q1: 1,191 shares; 2025Q2: 1,220 shares; 2025Q3: 1,143 shares; 2025Q4: 1,143 shares 1,143 $369K 0.02% 0 Timeline FIVE FIVE BELOW INC More: the full row for FIVE BELOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,148 shares; 2025Q4: 1,956 shares 1,956 $368K 0.02% -192 Timeline DCI DONALDSON INC More: the full row for DONALDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,269 shares; 2025Q4: 4,088 shares 4,088 $362K 0.02% +819 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,079 shares; 2025Q2: not reported; 2025Q3: 1,696 shares; 2025Q4: 1,709 shares 1,709 $362K 0.02% +13 Timeline ST SENSATA TECHNOLOGIES HLDG PL More: the full row for SENSATA TECHNOLOGIES HLDG PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,809 shares; 2025Q2: not reported; 2025Q3: 9,182 shares; 2025Q4: 10,848 shares 10,848 $361K 0.02% +1,666 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,987 shares; 2025Q4: 6,159 shares 6,159 $360K 0.02% +1,172 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: 1,350 shares; 2024Q4: 1,168 shares; 2025Q1: 1,200 shares; 2025Q2: 1,417 shares; 2025Q3: 1,306 shares; 2025Q4: 1,235 shares 1,235 $357K 0.02% -71 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,501 shares; 2024Q4: 3,312 shares; 2025Q1: 2,557 shares; 2025Q2: 3,222 shares; 2025Q3: 4,398 shares; 2025Q4: 3,538 shares 3,538 $357K 0.02% -860 Timeline NNN NNN REIT INC More: the full row for NNN REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,985 shares; 2025Q4: 8,990 shares 8,990 $356K 0.02% +5 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: 1,270 shares; 2024Q4: 1,683 shares; 2025Q1: 1,653 shares; 2025Q2: 1,632 shares; 2025Q3: 1,705 shares; 2025Q4: 1,561 shares 1,561 $356K 0.02% -144 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: not reported; 2024Q4: 4,753 shares; 2025Q1: 4,928 shares; 2025Q2: 4,880 shares; 2025Q3: 4,457 shares; 2025Q4: 4,496 shares 4,496 $354K 0.02% +39 Timeline AWI ARMSTRONG WORLD INDS INC NEW More: the full row for ARMSTRONG WORLD INDS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,844 shares 1,844 $352K 0.02% new Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB 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: 4,538 shares; 2025Q4: 5,038 shares 5,038 $351K 0.02% +500 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,798 shares; 2025Q4: 3,819 shares 3,819 $349K 0.02% +21 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,168 shares; 2024Q4: 2,545 shares; 2025Q1: 2,283 shares; 2025Q2: 2,307 shares; 2025Q3: 2,308 shares; 2025Q4: 2,044 shares 2,044 $349K 0.02% -264 Timeline SEIC SEI INVTS CO More: the full row for SEI INVTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,761 shares; 2024Q4: 5,585 shares; 2025Q1: 3,896 shares; 2025Q2: 4,227 shares; 2025Q3: 5,410 shares; 2025Q4: 4,240 shares 4,240 $348K 0.02% -1,170 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,739 shares; 2024Q4: 15,711 shares; 2025Q1: 15,107 shares; 2025Q2: 15,903 shares; 2025Q3: 14,548 shares; 2025Q4: 14,838 shares 14,838 $346K 0.02% +290 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,646 shares; 2025Q4: 6,456 shares 6,456 $344K 0.02% -190 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,363 shares; 2024Q4: 13,012 shares; 2025Q1: 13,604 shares; 2025Q2: 14,118 shares; 2025Q3: 13,000 shares; 2025Q4: 13,445 shares 13,445 $344K 0.02% +445 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING 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: 2,711 shares 2,711 $343K 0.02% new Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,762 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,643 shares; 2025Q4: 2,527 shares 2,527 $342K 0.02% +884 Timeline IYY 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: 2,197 shares; 2024Q4: 2,057 shares; 2025Q1: 2,057 shares; 2025Q2: 2,057 shares; 2025Q3: 2,057 shares; 2025Q4: 2,057 shares 2,057 $341K 0.02% 0 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,974 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,600 shares 2,600 $341K 0.02% new Timeline DBX DROPBOX INC More: the full row for DROPBOX 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: 7,772 shares; 2025Q4: 12,208 shares 12,208 $339K 0.02% +4,436 Timeline TRU TRANSUNION More: the full row for TRANSUNION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,940 shares 3,940 $338K 0.02% new Timeline ITEQ AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,874 shares; 2025Q1: 6,874 shares; 2025Q2: 6,874 shares; 2025Q3: 6,874 shares; 2025Q4: 5,785 shares 5,785 $336K 0.02% -1,089 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,602 shares; 2024Q4: 1,820 shares; 2025Q1: 1,823 shares; 2025Q2: 1,866 shares; 2025Q3: 1,683 shares; 2025Q4: 1,378 shares 1,378 $335K 0.02% -305 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20,179 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,090 shares 14,090 $333K 0.02% new 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: 2,485 shares; 2024Q4: 2,246 shares; 2025Q1: 2,204 shares; 2025Q2: 2,141 shares; 2025Q3: 2,185 shares; 2025Q4: 2,040 shares 2,040 $333K 0.02% -145 Timeline QRVO QORVO INC More: the full row for QORVO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,935 shares 3,935 $333K 0.02% new Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,399 shares; 2025Q4: 3,192 shares 3,192 $333K 0.02% -207 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,227 shares; 2025Q4: 2,577 shares 2,577 $333K 0.02% +350 Timeline TECH BIO-TECHNE CORP More: the full row for BIO-TECHNE 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: 6,014 shares; 2025Q4: 5,607 shares 5,607 $330K 0.02% -407 Timeline TXG 10X GENOMICS INC More: the full row for 10X GENOMICS 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: 19,300 shares; 2025Q4: 20,204 shares 20,204 $330K 0.02% +904 Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 999 shares; 2024Q4: 1,160 shares; 2025Q1: 1,343 shares; 2025Q2: 1,357 shares; 2025Q3: 1,613 shares; 2025Q4: 1,363 shares 1,363 $328K 0.02% -250 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,943 shares 3,943 $327K 0.02% new Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,348 shares; 2025Q4: 1,608 shares 1,608 $326K 0.02% +260 Timeline CPT CAMDEN PPTY TR More: the full row for CAMDEN PPTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,561 shares; 2025Q4: 2,943 shares 2,943 $324K 0.02% +382 Timeline ARGX ARGENX SE More: the full row for ARGENX SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 370 shares; 2025Q2: 403 shares; 2025Q3: 382 shares; 2025Q4: 384 shares 384 $323K 0.02% +2 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF 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: 2,449 shares; 2025Q3: 3,970 shares; 2025Q4: 4,695 shares 4,695 $321K 0.02% +725 Timeline HCI HCI GROUP INC More: the full row for HCI 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: 1,664 shares; 2025Q2: 1,664 shares; 2025Q3: 1,664 shares; 2025Q4: 1,663 shares 1,663 $319K 0.02% -1 Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,795 shares; 2024Q4: 26,398 shares; 2025Q1: 26,398 shares; 2025Q2: 26,398 shares; 2025Q3: 25,626 shares; 2025Q4: 8,795 shares 8,795 $319K 0.02% -16,831 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF 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: 5,451 shares; 2025Q3: 5,360 shares; 2025Q4: 6,395 shares 6,395 $318K 0.02% +1,035 Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 977 shares 977 $316K 0.02% new Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,715 shares 4,715 $316K 0.02% new Timeline CRL CHARLES RIV LABS INTL INC More: the full row for CHARLES RIV LABS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,632 shares; 2025Q4: 1,579 shares 1,579 $315K 0.02% -53 Timeline PVLA PALVELLA THERAPEUTICS INC NE More: the full row for PALVELLA THERAPEUTICS INC NE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,000 shares 3,000 $314K 0.02% new Timeline ZION ZIONS BANCORPORATION NATL AS More: the full row for ZIONS BANCORPORATION NATL AS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,125 shares; 2025Q4: 5,330 shares 5,330 $312K 0.02% +1,205 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,470 shares; 2025Q3: 1,542 shares; 2025Q4: 1,570 shares 1,570 $312K 0.02% +28 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,784 shares 2,784 $311K 0.02% new 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: 6,051 shares; 2024Q4: 7,772 shares; 2025Q1: 7,173 shares; 2025Q2: 7,467 shares; 2025Q3: 7,976 shares; 2025Q4: 5,506 shares 5,506 $310K 0.02% -2,470 Timeline TKO TKO GROUP HOLDINGS INC More: the full row for TKO GROUP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,328 shares; 2025Q2: 1,337 shares; 2025Q3: 1,438 shares; 2025Q4: 1,484 shares 1,484 $310K 0.02% +46 Timeline FNB F N B CORP More: the full row for F N B 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: 16,335 shares; 2025Q4: 18,135 shares 18,135 $310K 0.02% +1,800 Timeline DLN 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: 4,214 shares; 2024Q4: 4,214 shares; 2025Q1: 4,214 shares; 2025Q2: 4,269 shares; 2025Q3: 4,269 shares; 2025Q4: 3,518 shares 3,518 $310K 0.02% -751 Timeline MTG MGIC INVT CORP WIS More: the full row for MGIC INVT CORP WIS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,582 shares 10,582 $309K 0.02% new Timeline UGI UGI CORP NEW More: the full row for UGI CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,241 shares; 2025Q4: 8,224 shares 8,224 $308K 0.02% -17 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,211 shares; 2025Q4: 4,085 shares 4,085 $308K 0.02% +874 Timeline GVA 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: 2,650 shares; 2025Q1: not reported; 2025Q2: 2,650 shares; 2025Q3: 2,650 shares; 2025Q4: 2,649 shares 2,649 $306K 0.02% -1 Timeline TMHC TAYLOR MORRISON HOME CORP More: the full row for TAYLOR MORRISON HOME 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: 5,189 shares; 2025Q4: 5,189 shares 5,189 $305K 0.02% 0 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 853 shares; 2025Q4: 862 shares 862 $305K 0.02% +9 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,942 shares; 2025Q4: 1,942 shares 1,942 $304K 0.02% 0 Timeline TDTT FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,600 shares; 2025Q2: 12,600 shares; 2025Q3: 12,600 shares; 2025Q4: 12,600 shares 12,600 $303K 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: not reported; 2024Q4: not reported; 2025Q1: 994 shares; 2025Q2: 987 shares; 2025Q3: 986 shares; 2025Q4: 1,109 shares 1,109 $303K 0.02% +123 Timeline SCHI SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,859 shares; 2025Q2: 13,023 shares; 2025Q3: 13,188 shares; 2025Q4: 13,124 shares 13,124 $301K 0.02% -64 Timeline MSM MSC INDL DIRECT INC More: the full row for MSC INDL DIRECT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,269 shares; 2025Q4: 3,581 shares 3,581 $301K 0.02% +1,312 Timeline AYI ACUITY INC More: the full row for ACUITY 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: 834 shares 834 $300K 0.02% new Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,995 shares; 2024Q4: 4,153 shares; 2025Q1: 4,115 shares; 2025Q2: 4,080 shares; 2025Q3: 3,859 shares; 2025Q4: 3,858 shares 3,858 $299K 0.02% -1 Timeline FLO FLOWERS FOODS INC More: the full row for FLOWERS FOODS 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: 27,355 shares 27,355 $298K 0.02% new Timeline 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: 472 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 748 shares; 2025Q3: 756 shares; 2025Q4: 760 shares 760 $297K 0.02% +4 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,453 shares; 2024Q4: 1,353 shares; 2025Q1: 1,193 shares; 2025Q2: 1,193 shares; 2025Q3: 1,104 shares; 2025Q4: 1,103 shares 1,103 $297K 0.02% -1 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: 4,703 shares; 2024Q4: 4,969 shares; 2025Q1: 4,973 shares; 2025Q2: 4,853 shares; 2025Q3: 6,238 shares; 2025Q4: 3,710 shares 3,710 $296K 0.02% -2,528 Timeline JHG JANUS HENDERSON GROUP PLC More: the full row for JANUS HENDERSON GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,638 shares; 2025Q4: 6,172 shares 6,172 $294K 0.02% +1,534 Timeline SPB SPECTRUM BRANDS HOLDINGS INC More: the full row for SPECTRUM BRANDS 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: 5,723 shares; 2025Q4: 4,959 shares 4,959 $293K 0.02% -764 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,621 shares; 2025Q4: 1,809 shares 1,809 $291K 0.02% +188 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 516 shares; 2025Q2: 515 shares; 2025Q3: 550 shares; 2025Q4: 500 shares 500 $291K 0.02% -50 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR 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: 2,122 shares 2,122 $290K 0.02% new Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 1,982 shares; 2025Q2: 2,639 shares; 2025Q3: 2,639 shares; 2025Q4: 1,314 shares 1,314 $289K 0.02% -1,325 Timeline PPH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,791 shares; 2025Q2: 2,807 shares; 2025Q3: 2,827 shares; 2025Q4: 2,786 shares 2,786 $288K 0.02% -41 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,397 shares; 2025Q2: 2,416 shares; 2025Q3: 3,288 shares; 2025Q4: 3,349 shares 3,349 $287K 0.02% +61 Timeline GEN GEN DIGITAL INC More: the full row for GEN DIGITAL 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: 9,509 shares; 2025Q4: 10,530 shares 10,530 $286K 0.02% +1,021 Timeline MLPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,729 shares; 2025Q4: 4,729 shares 4,729 $286K 0.02% 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: not reported; 2024Q4: 2,128 shares; 2025Q1: 2,142 shares; 2025Q2: 2,109 shares; 2025Q3: 2,325 shares; 2025Q4: 2,237 shares 2,237 $286K 0.02% -88 Timeline PTGX PROTAGONIST THERAPEUTICS INC More: the full row for PROTAGONIST THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,535 shares; 2025Q4: 3,251 shares 3,251 $284K 0.02% -1,284 Timeline APG API GROUP CORP More: the full row for API GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,754 shares; 2025Q3: 7,051 shares; 2025Q4: 7,406 shares 7,406 $283K 0.02% +355 Timeline SNDR SCHNEIDER NATIONAL INC More: the full row for SCHNEIDER NATIONAL 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: 10,628 shares 10,628 $282K 0.02% new Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,888 shares; 2025Q1: not reported; 2025Q2: 3,888 shares; 2025Q3: 3,665 shares; 2025Q4: 3,664 shares 3,664 $282K 0.02% -1 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,294 shares; 2025Q2: 3,366 shares; 2025Q3: 4,068 shares; 2025Q4: 4,500 shares 4,500 $281K 0.02% +432 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,498 shares; 2025Q4: 1,506 shares 1,506 $280K 0.02% +8 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: 5,021 shares; 2024Q4: 4,641 shares; 2025Q1: 3,618 shares; 2025Q2: 3,659 shares; 2025Q3: 4,939 shares; 2025Q4: 4,609 shares 4,609 $277K 0.02% -330 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,090 shares; 2025Q4: 1,241 shares 1,241 $277K 0.02% +151 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,555 shares; 2024Q4: 13,704 shares; 2025Q1: 14,069 shares; 2025Q2: 14,220 shares; 2025Q3: 10,839 shares; 2025Q4: 7,431 shares 7,431 $275K 0.02% -3,408 Timeline IYH 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: 5,325 shares; 2024Q4: 4,216 shares; 2025Q1: 4,216 shares; 2025Q2: 4,216 shares; 2025Q3: 4,216 shares; 2025Q4: 4,215 shares 4,215 $274K 0.02% -1 Timeline TTC TORO CO More: the full row for TORO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,264 shares; 2025Q4: 3,485 shares 3,485 $274K 0.02% -1,779 Timeline DFAI 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,177 shares; 2025Q4: 7,177 shares 7,177 $274K 0.02% 0 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,903 shares; 2025Q2: 4,142 shares; 2025Q3: 5,920 shares; 2025Q4: 6,801 shares 6,801 $273K 0.02% +881 Timeline WING WINGSTOP INC More: the full row for WINGSTOP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,023 shares; 2024Q4: 934 shares; 2025Q1: 980 shares; 2025Q2: 1,042 shares; 2025Q3: 1,307 shares; 2025Q4: 1,145 shares 1,145 $273K 0.02% -162 Timeline FAF FIRST AMERN FINL CORP More: the full row for FIRST AMERN FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,444 shares 4,444 $273K 0.02% new Timeline OLED UNIVERSAL DISPLAY CORP More: the full row for UNIVERSAL DISPLAY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,590 shares; 2024Q4: not reported; 2025Q1: 2,189 shares; 2025Q2: 2,451 shares; 2025Q3: 2,556 shares; 2025Q4: 2,316 shares 2,316 $271K 0.02% -240 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,211 shares; 2025Q4: 1,559 shares 1,559 $271K 0.02% +348 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE 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: 788 shares; 2025Q4: 1,041 shares 1,041 $270K 0.02% +253 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: not reported; 2025Q2: not reported; 2025Q3: 451 shares; 2025Q4: 474 shares 474 $269K 0.02% +23 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: 132 shares; 2024Q4: 152 shares; 2025Q1: 152 shares; 2025Q2: 153 shares; 2025Q3: 143 shares; 2025Q4: 133 shares 133 $268K 0.02% -10 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,098 shares 2,098 $268K 0.02% new Timeline SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,871 shares; 2024Q4: 21,885 shares; 2025Q1: 28,983 shares; 2025Q2: 30,948 shares; 2025Q3: 29,539 shares; 2025Q4: 12,811 shares 12,811 $268K 0.02% -16,728 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,187 shares; 2024Q4: 20,420 shares; 2025Q1: 25,024 shares; 2025Q2: 23,084 shares; 2025Q3: 22,059 shares; 2025Q4: 22,678 shares 22,678 $266K 0.02% +619 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: 1,180 shares; 2025Q1: 1,171 shares; 2025Q2: 1,175 shares; 2025Q3: 999 shares; 2025Q4: 952 shares 952 $266K 0.02% -47 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 936 shares; 2024Q4: 878 shares; 2025Q1: 701 shares; 2025Q2: 697 shares; 2025Q3: 938 shares; 2025Q4: 914 shares 914 $265K 0.02% -24 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,941 shares 3,941 $265K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,338 shares 3,338 $265K 0.02% new Timeline IWN 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: 1,862 shares; 2024Q4: 1,863 shares; 2025Q1: 1,717 shares; 2025Q2: 1,829 shares; 2025Q3: 1,720 shares; 2025Q4: 1,459 shares 1,459 $264K 0.02% -261 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,956 shares; 2025Q4: 3,033 shares 3,033 $264K 0.02% +77 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,161 shares; 2025Q4: 1,297 shares 1,297 $264K 0.02% +136 Timeline VMI VALMONT INDS INC More: the full row for VALMONT INDS 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: 650 shares; 2025Q4: 652 shares 652 $262K 0.02% +2 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,027 shares; 2025Q3: 3,422 shares; 2025Q4: 2,225 shares 2,225 $262K 0.02% -1,197 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,996 shares 5,996 $261K 0.02% new 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: not reported; 2024Q4: 24,740 shares; 2025Q1: 44,940 shares; 2025Q2: 23,740 shares; 2025Q3: 21,834 shares; 2025Q4: 15,834 shares 15,834 $261K 0.02% -6,000 Timeline AIZ ASSURANT INC More: the full row for ASSURANT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,079 shares; 2025Q4: 1,079 shares 1,079 $260K 0.02% 0 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,200 shares; 2024Q4: 3,857 shares; 2025Q1: 3,459 shares; 2025Q2: 3,645 shares; 2025Q3: 4,875 shares; 2025Q4: 5,052 shares 5,052 $257K 0.02% +177 Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,301 shares; 2024Q4: 11,435 shares; 2025Q1: 11,237 shares; 2025Q2: 11,273 shares; 2025Q3: 10,080 shares; 2025Q4: 10,078 shares 10,078 $256K 0.02% -2 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 897 shares; 2025Q3: 1,029 shares; 2025Q4: 1,168 shares 1,168 $256K 0.02% +139 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,240 shares; 2025Q4: 3,680 shares 3,680 $255K 0.02% +440 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: 16,162 shares; 2024Q4: 45,565 shares; 2025Q1: 45,847 shares; 2025Q2: 43,444 shares; 2025Q3: 10,852 shares; 2025Q4: 12,594 shares 12,594 $255K 0.02% +1,742 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: 4,195 shares; 2024Q4: 568 shares; 2025Q1: 508 shares; 2025Q2: 497 shares; 2025Q3: 453 shares; 2025Q4: 572 shares 572 $255K 0.02% +119 Timeline BF-B BROWN FORMAN CORP More: the full row for BROWN FORMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,554 shares; 2024Q4: 6,315 shares; 2025Q1: 8,584 shares; 2025Q2: 7,778 shares; 2025Q3: 10,053 shares; 2025Q4: 9,749 shares 9,749 $254K 0.02% -304 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 688 shares; 2025Q4: 1,119 shares 1,119 $253K 0.02% +431 Timeline IFF INTERNATIONAL FLAVORS&FRAGRA More: the full row for INTERNATIONAL FLAVORS&FRAGRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,750 shares 3,750 $253K 0.02% new 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: 4,053 shares; 2025Q1: 2,581 shares; 2025Q2: not reported; 2025Q3: 7,233 shares; 2025Q4: 7,233 shares 7,233 $252K 0.02% 0 Timeline ROKU ROKU INC More: the full row for ROKU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,314 shares 2,314 $251K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 343 shares; 2025Q4: 369 shares 369 $250K 0.02% +26 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,608 shares 4,608 $250K 0.02% new Timeline ASND ASCENDIS PHARMA A/S More: the full row for ASCENDIS PHARMA A/S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,907 shares; 2025Q2: not reported; 2025Q3: 1,107 shares; 2025Q4: 1,170 shares 1,170 $249K 0.02% +63 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,247 shares; 2025Q4: 3,222 shares 3,222 $249K 0.02% -25 Timeline ESI ELEMENT SOLUTIONS INC More: the full row for ELEMENT 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: 10,201 shares; 2025Q2: not reported; 2025Q3: 9,339 shares; 2025Q4: 9,962 shares 9,962 $249K 0.02% +623 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: not reported; 2024Q4: 2,657 shares; 2025Q1: 2,245 shares; 2025Q2: 2,139 shares; 2025Q3: 2,477 shares; 2025Q4: 2,149 shares 2,149 $248K 0.02% -328 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS 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: 1,460 shares 1,460 $247K 0.02% 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: not reported; 2024Q4: 625 shares; 2025Q1: 737 shares; 2025Q2: 572 shares; 2025Q3: 852 shares; 2025Q4: 645 shares 645 $247K 0.02% -207 Timeline PFLT PENNANTPARK FLOATING RATE CA More: the full row for PENNANTPARK FLOATING RATE CA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,658 shares; 2024Q4: 26,658 shares; 2025Q1: 26,658 shares; 2025Q2: 26,658 shares; 2025Q3: 26,658 shares; 2025Q4: 26,658 shares 26,658 $247K 0.02% 0 Timeline MORN MORNINGSTAR INC More: the full row for MORNINGSTAR 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: 1,134 shares 1,134 $246K 0.02% new Timeline HYEM VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,293 shares; 2025Q4: 12,293 shares 12,293 $245K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: 1,364 shares; 2025Q2: 1,390 shares; 2025Q3: 1,443 shares; 2025Q4: 1,524 shares 1,524 $244K 0.02% +81 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,029 shares; 2024Q4: 5,081 shares; 2025Q1: 3,107 shares; 2025Q2: not reported; 2025Q3: 3,768 shares; 2025Q4: 3,288 shares 3,288 $242K 0.02% -480 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: 4,243 shares; 2024Q4: 3,724 shares; 2025Q1: 2,687 shares; 2025Q2: 2,622 shares; 2025Q3: 3,054 shares; 2025Q4: 3,004 shares 3,004 $241K 0.02% -50 Timeline HUBS HUBSPOT INC More: the full row for HUBSPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 326 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 600 shares 600 $241K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: 8,377 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,904 shares 9,904 $240K 0.02% new Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,535 shares; 2025Q4: 1,745 shares 1,745 $238K 0.01% +210 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,443 shares; 2025Q3: 1,438 shares; 2025Q4: 1,475 shares 1,475 $237K 0.01% +37 Timeline AGCO AGCO CORP More: the full row for AGCO 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: 2,256 shares 2,256 $235K 0.01% new 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: not reported; 2025Q2: not reported; 2025Q3: 1,615 shares; 2025Q4: 1,863 shares 1,863 $235K 0.01% +248 Timeline