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: restricted; 2024Q4: 755,392 shares; 2025Q1: 733,122 shares; 2025Q2: 712,726 shares; 2025Q3: 704,354 shares; 2025Q4: 703,349 shares 703,349 $220M 5.44% -1,005 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: restricted; 2024Q4: 309,317 shares; 2025Q1: 292,044 shares; 2025Q2: 290,464 shares; 2025Q3: 292,054 shares; 2025Q4: 286,475 shares 286,475 $189M 4.67% -5,579 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: restricted; 2024Q4: 703,411 shares; 2025Q1: 700,382 shares; 2025Q2: 730,081 shares; 2025Q3: 734,385 shares; 2025Q4: 731,807 shares 731,807 $169M 4.17% -2,578 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: restricted; 2024Q4: 765,580 shares; 2025Q1: 797,933 shares; 2025Q2: 803,859 shares; 2025Q3: 801,332 shares; 2025Q4: 795,638 shares 795,638 $148M 3.66% -5,694 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: restricted; 2024Q4: 406,884 shares; 2025Q1: 409,630 shares; 2025Q2: 407,369 shares; 2025Q3: 402,782 shares; 2025Q4: 402,362 shares 402,362 $141M 3.49% -420 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: restricted; 2024Q4: 531,753 shares; 2025Q1: 467,876 shares; 2025Q2: 467,591 shares; 2025Q3: 462,480 shares; 2025Q4: 461,151 shares 461,151 $125M 3.1% -1,329 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: restricted; 2024Q4: 383,373 shares; 2025Q1: 391,584 shares; 2025Q2: 399,072 shares; 2025Q3: 396,258 shares; 2025Q4: 396,907 shares 396,907 $121M 2.98% +649 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: restricted; 2024Q4: 288,087 shares; 2025Q1: 278,496 shares; 2025Q2: 253,112 shares; 2025Q3: 250,698 shares; 2025Q4: 248,534 shares 248,534 $120M 2.97% -2,164 Timeline LGND LIGAND PHARMACEUTICALS INC More: the full row for LIGAND PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 551,588 shares; 2025Q1: 554,517 shares; 2025Q2: 571,825 shares; 2025Q3: 568,611 shares; 2025Q4: 561,423 shares 561,423 $106M 2.62% -7,188 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: restricted; 2024Q4: 904,716 shares; 2025Q1: 1,242,065 shares; 2025Q2: 1,308,105 shares; 2025Q3: 1,296,152 shares; 2025Q4: 1,261,155 shares 1,261,155 $103M 2.55% -34,997 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: restricted; 2024Q4: 145,640 shares; 2025Q1: 145,836 shares; 2025Q2: 151,574 shares; 2025Q3: 151,563 shares; 2025Q4: 143,275 shares 143,275 $94.9M 2.34% -8,288 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: restricted; 2024Q4: 567,818 shares; 2025Q1: 571,924 shares; 2025Q2: 577,279 shares; 2025Q3: 571,362 shares; 2025Q4: 579,558 shares 579,558 $93.9M 2.32% +8,196 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: restricted; 2024Q4: 124,369 shares; 2025Q1: 110,554 shares; 2025Q2: 152,117 shares; 2025Q3: 151,050 shares; 2025Q4: 149,100 shares 149,100 $85.1M 2.1% -1,950 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: restricted; 2024Q4: 38,522 shares; 2025Q1: 85,631 shares; 2025Q2: 91,438 shares; 2025Q3: 77,956 shares; 2025Q4: 78,712 shares 78,712 $84.6M 2.09% +756 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 51,740 shares; 2025Q1: 51,945 shares; 2025Q2: 54,973 shares; 2025Q3: 54,508 shares; 2025Q4: 57,377 shares 57,377 $76.3M 1.88% +2,869 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: restricted; 2024Q4: 404,805 shares; 2025Q1: 404,055 shares; 2025Q2: 400,333 shares; 2025Q3: 316,276 shares; 2025Q4: 310,767 shares 310,767 $70.8M 1.75% -5,509 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: restricted; 2024Q4: 62,389 shares; 2025Q1: 63,031 shares; 2025Q2: 66,333 shares; 2025Q3: 65,556 shares; 2025Q4: 65,478 shares 65,478 $70.1M 1.73% -78 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: restricted; 2024Q4: 195,052 shares; 2025Q1: 196,419 shares; 2025Q2: 197,394 shares; 2025Q3: 195,621 shares; 2025Q4: 196,271 shares 196,271 $69M 1.7% +650 Timeline LAD LITHIA MTRS INC More: the full row for LITHIA MTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 213,698 shares; 2025Q1: 214,870 shares; 2025Q2: 197,722 shares; 2025Q3: 187,008 shares; 2025Q4: 198,392 shares 198,392 $65.9M 1.63% +11,384 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 283,641 shares; 2025Q1: 284,996 shares; 2025Q2: 283,552 shares; 2025Q3: 284,338 shares; 2025Q4: 281,249 shares 281,249 $62.8M 1.55% -3,089 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: restricted; 2024Q4: 87,785 shares; 2025Q1: 65,061 shares; 2025Q2: 66,118 shares; 2025Q3: 66,763 shares; 2025Q4: 669,086 shares 669,086 $62.7M 1.55% +602,323 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: restricted; 2024Q4: 77,698 shares; 2025Q1: 78,207 shares; 2025Q2: 78,951 shares; 2025Q3: 79,235 shares; 2025Q4: 390,549 shares 390,549 $59.8M 1.48% +311,314 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: restricted; 2024Q4: 86,184 shares; 2025Q1: 87,299 shares; 2025Q2: 86,322 shares; 2025Q3: 85,796 shares; 2025Q4: 85,384 shares 85,384 $57.8M 1.43% -412 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: restricted; 2024Q4: 203,476 shares; 2025Q1: 497,991 shares; 2025Q2: 585,159 shares; 2025Q3: 583,724 shares; 2025Q4: 590,859 shares 590,859 $56.3M 1.39% +7,135 Timeline CSGP COSTAR GROUP INC More: the full row for COSTAR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 914,939 shares; 2025Q1: 943,955 shares; 2025Q2: 964,290 shares; 2025Q3: 960,042 shares; 2025Q4: 827,123 shares 827,123 $55.6M 1.37% -132,919 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: restricted; 2024Q4: 94,094 shares; 2025Q1: 63,802 shares; 2025Q2: 63,842 shares; 2025Q3: 62,618 shares; 2025Q4: 62,313 shares 62,313 $53.7M 1.33% -305 Timeline DVAX DYNAVAX TECHNOLOGIES CORP More: the full row for DYNAVAX TECHNOLOGIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,381,380 shares; 2025Q1: 5,344,570 shares; 2025Q2: 5,227,909 shares; 2025Q3: 4,308,802 shares; 2025Q4: 3,469,580 shares 3,469,580 $53.4M 1.32% -839,222 Timeline BURL BURLINGTON STORES INC More: the full row for BURLINGTON STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 132,983 shares; 2025Q1: 181,663 shares; 2025Q2: 143,895 shares; 2025Q3: 180,318 shares; 2025Q4: 182,065 shares 182,065 $52.6M 1.3% +1,747 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: restricted; 2024Q4: 168,778 shares; 2025Q1: 171,294 shares; 2025Q2: 177,996 shares; 2025Q3: 179,606 shares; 2025Q4: 182,231 shares 182,231 $51.8M 1.28% +2,625 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 41,376 shares; 2025Q1: 29,680 shares; 2025Q2: 30,666 shares; 2025Q3: 29,635 shares; 2025Q4: 29,461 shares 29,461 $49.8M 1.23% -174 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: restricted; 2024Q4: 55,724 shares; 2025Q1: 58,586 shares; 2025Q2: 142,003 shares; 2025Q3: 140,328 shares; 2025Q4: 140,791 shares 140,791 $45.4M 1.12% +463 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: restricted; 2024Q4: 110,286 shares; 2025Q1: 114,753 shares; 2025Q2: 274,630 shares; 2025Q3: 280,980 shares; 2025Q4: 279,009 shares 279,009 $45.2M 1.12% -1,971 Timeline ALKT ALKAMI TECHNOLOGY INC More: the full row for ALKAMI TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,355,287 shares; 2025Q4: 1,701,532 shares 1,701,532 $39.3M 0.97% +346,245 Timeline PRCT PROCEPT BIOROBOTICS CORP More: the full row for PROCEPT BIOROBOTICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 379,582 shares; 2025Q1: 422,373 shares; 2025Q2: 568,972 shares; 2025Q3: 1,568,845 shares; 2025Q4: 1,190,995 shares 1,190,995 $37.5M 0.93% -377,850 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: restricted; 2024Q4: 305,262 shares; 2025Q1: 305,527 shares; 2025Q2: 305,037 shares; 2025Q3: 303,693 shares; 2025Q4: 306,755 shares 306,755 $36.9M 0.91% +3,062 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: restricted; 2024Q4: 145,155 shares; 2025Q1: 244,883 shares; 2025Q2: 213,550 shares; 2025Q3: 212,338 shares; 2025Q4: 206,751 shares 206,751 $36.7M 0.91% -5,587 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 505,946 shares; 2025Q1: 885,532 shares; 2025Q2: 886,382 shares; 2025Q3: 889,486 shares; 2025Q4: 544,602 shares 544,602 $36.1M 0.89% -344,884 Timeline KRNT KORNIT DIGITAL LTD More: the full row for KORNIT DIGITAL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,094,550 shares; 2025Q1: 3,105,206 shares; 2025Q2: 3,064,751 shares; 2025Q3: 3,047,532 shares; 2025Q4: 2,476,363 shares 2,476,363 $35.6M 0.88% -571,169 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 247,973 shares; 2025Q1: 171,978 shares; 2025Q2: 175,802 shares; 2025Q3: 164,054 shares; 2025Q4: 162,584 shares 162,584 $34.9M 0.86% -1,470 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: restricted; 2024Q4: 49,682 shares; 2025Q1: 50,200 shares; 2025Q2: 58,724 shares; 2025Q3: 58,865 shares; 2025Q4: 79,147 shares 79,147 $33.4M 0.83% +20,282 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: restricted; 2024Q4: 93,342 shares; 2025Q1: 94,103 shares; 2025Q2: 99,064 shares; 2025Q3: 95,040 shares; 2025Q4: 91,434 shares 91,434 $28.7M 0.71% -3,606 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: restricted; 2024Q4: 55,552 shares; 2025Q1: 55,728 shares; 2025Q2: 56,111 shares; 2025Q3: 56,503 shares; 2025Q4: 56,813 shares 56,813 $28.6M 0.71% +310 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 317,053 shares 317,053 $27.5M 0.68% new Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 71,051 shares; 2025Q1: 73,949 shares; 2025Q2: 99,084 shares; 2025Q3: 112,750 shares; 2025Q4: 120,597 shares 120,597 $25.8M 0.64% +7,847 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: restricted; 2024Q4: 152,573 shares; 2025Q1: 153,001 shares; 2025Q2: 151,916 shares; 2025Q3: 95,794 shares; 2025Q4: 95,114 shares 95,114 $22.9M 0.57% -680 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: restricted; 2024Q4: 67,623 shares; 2025Q1: 67,986 shares; 2025Q2: 66,090 shares; 2025Q3: 67,349 shares; 2025Q4: 69,058 shares 69,058 $22M 0.54% +1,709 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: restricted; 2024Q4: 34,176 shares; 2025Q1: 36,198 shares; 2025Q2: 38,801 shares; 2025Q3: 38,633 shares; 2025Q4: 37,013 shares 37,013 $21M 0.52% -1,620 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: restricted; 2024Q4: 39,569 shares; 2025Q1: 37,935 shares; 2025Q2: 37,536 shares; 2025Q3: 35,762 shares; 2025Q4: 35,694 shares 35,694 $20.7M 0.51% -68 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,914 shares; 2025Q3: 107,377 shares; 2025Q4: 137,070 shares 137,070 $18.5M 0.46% +29,693 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: restricted; 2024Q4: 66,147 shares; 2025Q1: 68,566 shares; 2025Q2: 103,303 shares; 2025Q3: 110,323 shares; 2025Q4: 92,282 shares 92,282 $18M 0.44% -18,041 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: restricted; 2024Q4: 4,990 shares; 2025Q1: 6,389 shares; 2025Q2: 29,395 shares; 2025Q3: 29,431 shares; 2025Q4: 27,324 shares 27,324 $15.9M 0.39% -2,107 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: restricted; 2024Q4: 121,374 shares; 2025Q1: 120,802 shares; 2025Q2: 100,011 shares; 2025Q3: 118,838 shares; 2025Q4: 123,195 shares 123,195 $15.5M 0.38% +4,357 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: restricted; 2024Q4: 7,989 shares; 2025Q1: 9,210 shares; 2025Q2: 24,404 shares; 2025Q3: 23,138 shares; 2025Q4: 22,554 shares 22,554 $15.4M 0.38% -584 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: restricted; 2024Q4: 57,687 shares; 2025Q1: 56,795 shares; 2025Q2: 56,415 shares; 2025Q3: 70,042 shares; 2025Q4: 69,041 shares 69,041 $15M 0.37% -1,001 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: restricted; 2024Q4: 7,555 shares; 2025Q1: 7,661 shares; 2025Q2: 7,668 shares; 2025Q3: 7,714 shares; 2025Q4: 97,579 shares 97,579 $14.9M 0.37% +89,865 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: restricted; 2024Q4: 19,279 shares; 2025Q1: 21,013 shares; 2025Q2: 20,215 shares; 2025Q3: 19,719 shares; 2025Q4: 19,924 shares 19,924 $13.6M 0.34% +205 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: restricted; 2024Q4: 15,896 shares; 2025Q1: 34,674 shares; 2025Q2: 38,084 shares; 2025Q3: 38,064 shares; 2025Q4: 38,198 shares 38,198 $12.8M 0.32% +134 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: restricted; 2024Q4: 23,358 shares; 2025Q1: 22,765 shares; 2025Q2: 18,689 shares; 2025Q3: 17,761 shares; 2025Q4: 22,145 shares 22,145 $12.6M 0.31% +4,384 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: restricted; 2024Q4: 37,441 shares; 2025Q1: 37,270 shares; 2025Q2: 37,952 shares; 2025Q3: 36,502 shares; 2025Q4: 36,297 shares 36,297 $12.6M 0.31% -205 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: restricted; 2024Q4: 56,339 shares; 2025Q1: 61,647 shares; 2025Q2: 65,512 shares; 2025Q3: 58,983 shares; 2025Q4: 60,158 shares 60,158 $12.4M 0.31% +1,175 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: restricted; 2024Q4: 145,980 shares; 2025Q1: 144,999 shares; 2025Q2: 281,661 shares; 2025Q3: 279,491 shares; 2025Q4: 276,827 shares 276,827 $11.1M 0.27% -2,664 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 70,481 shares; 2025Q1: 69,622 shares; 2025Q2: 70,526 shares; 2025Q3: 68,192 shares; 2025Q4: 68,585 shares 68,585 $11.1M 0.27% +393 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: restricted; 2024Q4: 38,819 shares; 2025Q1: 39,867 shares; 2025Q2: 32,139 shares; 2025Q3: 38,055 shares; 2025Q4: 29,191 shares 29,191 $10.2M 0.25% -8,864 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: restricted; 2024Q4: 53,003 shares; 2025Q1: 42,503 shares; 2025Q2: 42,560 shares; 2025Q3: 42,450 shares; 2025Q4: 44,112 shares 44,112 $10.1M 0.25% +1,662 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: restricted; 2024Q4: 20,668 shares; 2025Q1: 21,248 shares; 2025Q2: 21,512 shares; 2025Q3: 21,834 shares; 2025Q4: 19,097 shares 19,097 $9.98M 0.25% -2,737 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,474 shares; 2025Q3: 40,415 shares; 2025Q4: 33,932 shares 33,932 $9.34M 0.23% -6,483 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: restricted; 2024Q4: 256,477 shares; 2025Q1: 243,737 shares; 2025Q2: 194,027 shares; 2025Q3: 42,967 shares; 2025Q4: 35,046 shares 35,046 $9.28M 0.23% -7,921 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: restricted; 2024Q4: 3,829 shares; 2025Q1: 3,790 shares; 2025Q2: 3,982 shares; 2025Q3: 4,287 shares; 2025Q4: 4,380 shares 4,380 $8.82M 0.22% +93 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: restricted; 2024Q4: 17,919 shares; 2025Q1: 17,106 shares; 2025Q2: 41,051 shares; 2025Q3: 101,688 shares; 2025Q4: 87,865 shares 87,865 $8.04M 0.2% -13,823 Timeline ZBRA ZEBRA TECHNOLOGIES CORPORATI More: the full row for ZEBRA TECHNOLOGIES CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 32,643 shares; 2025Q1: 32,793 shares; 2025Q2: 32,793 shares; 2025Q3: 32,793 shares; 2025Q4: 32,861 shares 32,861 $7.98M 0.2% +68 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: restricted; 2024Q4: 16,971 shares; 2025Q1: 41,551 shares; 2025Q2: 46,250 shares; 2025Q3: 42,429 shares; 2025Q4: 42,686 shares 42,686 $7.83M 0.19% +257 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: restricted; 2024Q4: 48,020 shares; 2025Q1: 50,175 shares; 2025Q2: 52,814 shares; 2025Q3: 53,024 shares; 2025Q4: 54,232 shares 54,232 $7.78M 0.19% +1,208 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: restricted; 2024Q4: 18,609 shares; 2025Q1: 16,630 shares; 2025Q2: 15,839 shares; 2025Q3: 16,495 shares; 2025Q4: 15,909 shares 15,909 $7.15M 0.18% -586 Timeline CEF 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: restricted; 2024Q4: 153,865 shares; 2025Q1: 153,865 shares; 2025Q2: 155,365 shares; 2025Q3: 155,365 shares; 2025Q4: 155,365 shares 155,365 $7.12M 0.18% 0 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 103,077 shares; 2025Q1: 99,214 shares; 2025Q2: 97,636 shares; 2025Q3: 84,016 shares; 2025Q4: 83,162 shares 83,162 $6.9M 0.17% -854 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: restricted; 2024Q4: 44,386 shares; 2025Q1: 51,416 shares; 2025Q2: 53,917 shares; 2025Q3: 53,469 shares; 2025Q4: 53,147 shares 53,147 $6.66M 0.16% -322 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: restricted; 2024Q4: 13,192 shares; 2025Q1: 13,817 shares; 2025Q2: 14,034 shares; 2025Q3: 20,061 shares; 2025Q4: 21,047 shares 21,047 $6.23M 0.15% +986 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: restricted; 2024Q4: 39,068 shares; 2025Q1: 41,140 shares; 2025Q2: 50,517 shares; 2025Q3: 45,637 shares; 2025Q4: 36,098 shares 36,098 $6.17M 0.15% -9,539 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: restricted; 2024Q4: 183,978 shares; 2025Q1: 183,978 shares; 2025Q2: 186,978 shares; 2025Q3: 186,978 shares; 2025Q4: 186,978 shares 186,978 $6.17M 0.15% 0 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 35,784 shares; 2025Q1: 38,577 shares; 2025Q2: 39,446 shares; 2025Q3: 38,251 shares; 2025Q4: 42,018 shares 42,018 $6.02M 0.15% +3,767 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: restricted; 2024Q4: 18,509 shares; 2025Q1: 18,401 shares; 2025Q2: 19,101 shares; 2025Q3: 19,093 shares; 2025Q4: 19,120 shares 19,120 $5.89M 0.15% +27 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: restricted; 2024Q4: 16,495 shares; 2025Q1: 18,237 shares; 2025Q2: 18,996 shares; 2025Q3: 18,452 shares; 2025Q4: 18,897 shares 18,897 $5.78M 0.14% +445 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: restricted; 2024Q4: 27,447 shares; 2025Q1: 25,583 shares; 2025Q2: 23,625 shares; 2025Q3: 23,325 shares; 2025Q4: 23,332 shares 23,332 $5.75M 0.14% +7 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: restricted; 2024Q4: 74,500 shares; 2025Q1: 76,999 shares; 2025Q2: 77,918 shares; 2025Q3: 76,070 shares; 2025Q4: 81,167 shares 81,167 $5.67M 0.14% +5,097 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: restricted; 2024Q4: 12,218 shares; 2025Q1: 12,406 shares; 2025Q2: 12,875 shares; 2025Q3: 12,824 shares; 2025Q4: 12,145 shares 12,145 $5.51M 0.14% -679 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: restricted; 2024Q4: 11,659 shares; 2025Q1: 17,026 shares; 2025Q2: 19,037 shares; 2025Q3: 19,416 shares; 2025Q4: 19,416 shares 19,416 $5.1M 0.13% 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: restricted; 2024Q4: 13,368 shares; 2025Q1: 13,643 shares; 2025Q2: 13,898 shares; 2025Q3: 13,898 shares; 2025Q4: 13,732 shares 13,732 $5.08M 0.13% -166 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: restricted; 2024Q4: 28,641 shares; 2025Q1: 31,669 shares; 2025Q2: 33,457 shares; 2025Q3: 32,419 shares; 2025Q4: 32,394 shares 32,394 $4.99M 0.12% -25 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 42,848 shares; 2025Q1: 42,843 shares; 2025Q2: 42,818 shares; 2025Q3: 42,818 shares; 2025Q4: 41,560 shares 41,560 $4.66M 0.12% -1,258 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: restricted; 2024Q4: 10,783 shares; 2025Q1: 15,815 shares; 2025Q2: 17,880 shares; 2025Q3: 20,009 shares; 2025Q4: 23,463 shares 23,463 $4.58M 0.11% +3,454 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: restricted; 2024Q4: 15,139 shares; 2025Q1: 15,934 shares; 2025Q2: 5,959 shares; 2025Q3: 7,274 shares; 2025Q4: 7,773 shares 7,773 $4.45M 0.11% +499 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: restricted; 2024Q4: 3,864 shares; 2025Q1: 3,883 shares; 2025Q2: 4,259 shares; 2025Q3: 4,273 shares; 2025Q4: 4,361 shares 4,361 $4.4M 0.11% +88 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: restricted; 2024Q4: 14,380 shares; 2025Q1: 13,168 shares; 2025Q2: 12,905 shares; 2025Q3: 12,033 shares; 2025Q4: 12,047 shares 12,047 $3.94M 0.1% +14 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 56,363 shares; 2025Q1: 56,363 shares; 2025Q2: 56,563 shares; 2025Q3: 56,563 shares; 2025Q4: 84,844 shares 84,844 $3.89M 0.1% +28,281 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: restricted; 2024Q4: 27,278 shares; 2025Q1: 39,049 shares; 2025Q2: 45,171 shares; 2025Q3: 47,429 shares; 2025Q4: 45,025 shares 45,025 $3.79M 0.09% -2,404 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: restricted; 2024Q4: 18,251 shares; 2025Q1: 18,062 shares; 2025Q2: 18,022 shares; 2025Q3: 15,481 shares; 2025Q4: 15,589 shares 15,589 $3.75M 0.09% +108 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: restricted; 2024Q4: 2,775 shares; 2025Q1: 2,816 shares; 2025Q2: 40,530 shares; 2025Q3: 40,300 shares; 2025Q4: 40,330 shares 40,330 $3.68M 0.09% +30 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: restricted; 2024Q4: 15,966 shares; 2025Q1: 16,786 shares; 2025Q2: 17,608 shares; 2025Q3: 17,976 shares; 2025Q4: 16,586 shares 16,586 $3.64M 0.09% -1,390 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: restricted; 2024Q4: not reported; 2025Q1: 21,980 shares; 2025Q2: 26,382 shares; 2025Q3: 27,616 shares; 2025Q4: 27,663 shares 27,663 $3.62M 0.09% +47 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,258 shares 12,258 $3.62M 0.09% new 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: restricted; 2024Q4: 107,200 shares; 2025Q1: 107,200 shares; 2025Q2: 107,200 shares; 2025Q3: 107,200 shares; 2025Q4: 92,325 shares 92,325 $3.61M 0.09% -14,875 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: restricted; 2024Q4: 5,101 shares; 2025Q1: 5,197 shares; 2025Q2: 5,305 shares; 2025Q3: 5,301 shares; 2025Q4: 5,341 shares 5,341 $3.49M 0.09% +40 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: restricted; 2024Q4: 11,793 shares; 2025Q1: 20,794 shares; 2025Q2: 25,232 shares; 2025Q3: 26,814 shares; 2025Q4: 30,428 shares 30,428 $3.46M 0.09% +3,614 Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,266 shares; 2025Q4: 15,071 shares 15,071 $3.45M 0.09% +12,805 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: restricted; 2024Q4: 7,052 shares; 2025Q1: 7,052 shares; 2025Q2: 7,052 shares; 2025Q3: 6,917 shares; 2025Q4: 6,917 shares 6,917 $3.37M 0.08% 0 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: restricted; 2024Q4: 6,046 shares; 2025Q1: 11,941 shares; 2025Q2: 13,332 shares; 2025Q3: 14,704 shares; 2025Q4: 14,604 shares 14,604 $3.34M 0.08% -100 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: restricted; 2024Q4: 48,009 shares; 2025Q1: 41,467 shares; 2025Q2: 10,668 shares; 2025Q3: 9,927 shares; 2025Q4: 9,686 shares 9,686 $3.33M 0.08% -241 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: restricted; 2024Q4: 4,738 shares; 2025Q1: 9,531 shares; 2025Q2: 11,946 shares; 2025Q3: 11,575 shares; 2025Q4: 15,238 shares 15,238 $3.31M 0.08% +3,663 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: restricted; 2024Q4: 1,423 shares; 2025Q1: 3,006 shares; 2025Q2: 1,949 shares; 2025Q3: 13,327 shares; 2025Q4: 11,855 shares 11,855 $3.24M 0.08% -1,472 Timeline CVNA CARVANA CO More: the full row for CARVANA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,109 shares; 2025Q1: 7,948 shares; 2025Q2: 8,776 shares; 2025Q3: 7,898 shares; 2025Q4: 7,639 shares 7,639 $3.22M 0.08% -259 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: restricted; 2024Q4: 6,877 shares; 2025Q1: 7,695 shares; 2025Q2: 9,631 shares; 2025Q3: 9,515 shares; 2025Q4: 9,790 shares 9,790 $3.06M 0.08% +275 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: restricted; 2024Q4: 30,851 shares; 2025Q1: 31,320 shares; 2025Q2: 31,122 shares; 2025Q3: 22,121 shares; 2025Q4: 27,273 shares 27,273 $3.04M 0.08% +5,152 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,555 shares; 2025Q1: 11,003 shares; 2025Q2: 11,737 shares; 2025Q3: 11,538 shares; 2025Q4: 11,713 shares 11,713 $3.03M 0.07% +175 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: restricted; 2024Q4: 13,110 shares; 2025Q1: 13,246 shares; 2025Q2: 8,289 shares; 2025Q3: 8,772 shares; 2025Q4: 4,824 shares 4,824 $3.03M 0.07% -3,948 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,615 shares; 2025Q1: 6,102 shares; 2025Q2: 6,131 shares; 2025Q3: 6,363 shares; 2025Q4: 6,781 shares 6,781 $3.01M 0.07% +418 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: restricted; 2024Q4: 37,541 shares; 2025Q1: 52,281 shares; 2025Q2: 55,496 shares; 2025Q3: 42,290 shares; 2025Q4: 38,368 shares 38,368 $2.96M 0.07% -3,922 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: restricted; 2024Q4: 39,247 shares; 2025Q1: 39,107 shares; 2025Q2: 37,902 shares; 2025Q3: 37,954 shares; 2025Q4: 79,830 shares 79,830 $2.95M 0.07% +41,876 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: restricted; 2024Q4: 36,853 shares; 2025Q1: 43,928 shares; 2025Q2: 44,963 shares; 2025Q3: 50,325 shares; 2025Q4: 49,380 shares 49,380 $2.88M 0.07% -945 Timeline CCSI CONSENSUS CLOUD SOLUTIONS IN More: the full row for CONSENSUS CLOUD SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 116,329 shares; 2025Q1: 124,229 shares; 2025Q2: 127,921 shares; 2025Q3: 127,921 shares; 2025Q4: 131,613 shares 131,613 $2.87M 0.07% +3,692 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: restricted; 2024Q4: 25,308 shares; 2025Q1: 25,361 shares; 2025Q2: 25,286 shares; 2025Q3: 25,709 shares; 2025Q4: 27,050 shares 27,050 $2.85M 0.07% +1,341 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: restricted; 2024Q4: 19,247 shares; 2025Q1: 19,247 shares; 2025Q2: 19,256 shares; 2025Q3: 19,756 shares; 2025Q4: 30,114 shares 30,114 $2.81M 0.07% +10,358 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: restricted; 2024Q4: 70,169 shares; 2025Q1: 97,375 shares; 2025Q2: 108,076 shares; 2025Q3: 110,393 shares; 2025Q4: 111,620 shares 111,620 $2.78M 0.07% +1,227 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: restricted; 2024Q4: 2,830 shares; 2025Q1: 6,455 shares; 2025Q2: 8,247 shares; 2025Q3: 8,460 shares; 2025Q4: 11,101 shares 11,101 $2.74M 0.07% +2,641 Timeline ESLT ELBIT SYS LTD More: the full row for ELBIT SYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,844 shares; 2025Q3: 8,864 shares; 2025Q4: 4,506 shares 4,506 $2.6M 0.06% -4,358 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,000 shares; 2025Q4: 58,000 shares 58,000 $2.58M 0.06% +38,000 Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 34,594 shares; 2025Q1: 34,594 shares; 2025Q2: 33,550 shares; 2025Q3: 33,548 shares; 2025Q4: 33,260 shares 33,260 $2.57M 0.06% -288 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: restricted; 2024Q4: 323,234 shares; 2025Q1: 328,331 shares; 2025Q2: 244,850 shares; 2025Q3: 18,721 shares; 2025Q4: 19,635 shares 19,635 $2.47M 0.06% +914 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,442 shares; 2025Q3: 2,425 shares; 2025Q4: 8,490 shares 8,490 $2.42M 0.06% +6,065 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: restricted; 2024Q4: not reported; 2025Q1: 1,801 shares; 2025Q2: 1,357 shares; 2025Q3: 6,735 shares; 2025Q4: 5,771 shares 5,771 $2.42M 0.06% -964 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: restricted; 2024Q4: 17,108 shares; 2025Q1: 16,828 shares; 2025Q2: 16,829 shares; 2025Q3: 16,467 shares; 2025Q4: 17,270 shares 17,270 $2.35M 0.06% +803 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: restricted; 2024Q4: 11,813 shares; 2025Q1: 12,187 shares; 2025Q2: 11,728 shares; 2025Q3: 8,253 shares; 2025Q4: 8,662 shares 8,662 $2.32M 0.06% +409 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3 shares; 2025Q1: 3 shares; 2025Q2: 3 shares; 2025Q3: 3 shares; 2025Q4: 3 shares 3 $2.26M 0.06% 0 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,581 shares; 2025Q4: 25,767 shares 25,767 $2.26M 0.06% +22,186 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: restricted; 2024Q4: 20,831 shares; 2025Q1: 18,863 shares; 2025Q2: 17,735 shares; 2025Q3: 17,735 shares; 2025Q4: 16,458 shares 16,458 $2.18M 0.05% -1,277 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: restricted; 2024Q4: 4,600 shares; 2025Q1: 11,624 shares; 2025Q2: 16,873 shares; 2025Q3: 20,748 shares; 2025Q4: 22,442 shares 22,442 $2.16M 0.05% +1,694 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: restricted; 2024Q4: 9,785 shares; 2025Q1: 11,093 shares; 2025Q2: 11,696 shares; 2025Q3: 11,037 shares; 2025Q4: 8,512 shares 8,512 $1.97M 0.05% -2,525 Timeline CYBERARK SOFTWARE LTD/ISRAEL CYBERARK SOFTWARE LTD/ISRAEL More: the full row for CYBERARK SOFTWARE LTD/ISRAEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,569 shares; 2025Q1: 3,769 shares; 2025Q2: 3,894 shares; 2025Q3: 4,542 shares; 2025Q4: 4,365 shares 4,365 $1.95M 0.05% -177 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: restricted; 2024Q4: 12,197 shares; 2025Q1: 13,121 shares; 2025Q2: 13,121 shares; 2025Q3: 12,197 shares; 2025Q4: 12,693 shares 12,693 $1.92M 0.05% +496 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: restricted; 2024Q4: 13,617 shares; 2025Q1: 14,328 shares; 2025Q2: 14,328 shares; 2025Q3: 13,828 shares; 2025Q4: 13,985 shares 13,985 $1.91M 0.05% +157 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 40,997 shares; 2025Q1: 40,998 shares; 2025Q2: 40,657 shares; 2025Q3: 40,657 shares; 2025Q4: 40,657 shares 40,657 $1.9M 0.05% 0 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: restricted; 2024Q4: 6,817 shares; 2025Q1: 7,259 shares; 2025Q2: 9,631 shares; 2025Q3: 8,526 shares; 2025Q4: 8,510 shares 8,510 $1.87M 0.05% -16 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,565 shares; 2025Q1: 15,657 shares; 2025Q2: 15,358 shares; 2025Q3: 14,851 shares; 2025Q4: 9,418 shares 9,418 $1.86M 0.05% -5,433 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,304 shares; 2025Q1: 15,653 shares; 2025Q2: 15,732 shares; 2025Q3: 19,411 shares; 2025Q4: 17,050 shares 17,050 $1.86M 0.05% -2,361 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: restricted; 2024Q4: 7,323 shares; 2025Q1: 7,323 shares; 2025Q2: 7,323 shares; 2025Q3: 7,323 shares; 2025Q4: 7,203 shares 7,203 $1.85M 0.05% -120 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: restricted; 2024Q4: 23,976 shares; 2025Q1: 44,531 shares; 2025Q2: 55,518 shares; 2025Q3: 63,029 shares; 2025Q4: 61,770 shares 61,770 $1.85M 0.05% -1,259 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: restricted; 2024Q4: not reported; 2025Q1: 16,586 shares; 2025Q2: 16,356 shares; 2025Q3: 16,231 shares; 2025Q4: 23,916 shares 23,916 $1.8M 0.04% +7,685 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: restricted; 2024Q4: 7,289 shares; 2025Q1: 7,958 shares; 2025Q2: 8,428 shares; 2025Q3: 8,947 shares; 2025Q4: 8,195 shares 8,195 $1.8M 0.04% -752 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,406 shares; 2025Q1: 13,861 shares; 2025Q2: 16,781 shares; 2025Q3: 19,201 shares; 2025Q4: 20,411 shares 20,411 $1.78M 0.04% +1,210 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: restricted; 2024Q4: 9,975 shares; 2025Q1: 10,130 shares; 2025Q2: 10,164 shares; 2025Q3: 10,190 shares; 2025Q4: 11,551 shares 11,551 $1.77M 0.04% +1,361 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: restricted; 2024Q4: 8,869 shares; 2025Q1: 15,224 shares; 2025Q2: 18,699 shares; 2025Q3: 20,158 shares; 2025Q4: 27,847 shares 27,847 $1.77M 0.04% +7,689 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: restricted; 2024Q4: 20,828 shares; 2025Q1: 20,830 shares; 2025Q2: 21,184 shares; 2025Q3: 20,970 shares; 2025Q4: 20,977 shares 20,977 $1.75M 0.04% +7 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: restricted; 2024Q4: 10,009 shares; 2025Q1: 10,780 shares; 2025Q2: 14,354 shares; 2025Q3: 14,787 shares; 2025Q4: 10,082 shares 10,082 $1.75M 0.04% -4,705 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: restricted; 2024Q4: 230 shares; 2025Q1: 235 shares; 2025Q2: 280 shares; 2025Q3: 318 shares; 2025Q4: 324 shares 324 $1.73M 0.04% +6 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 36,322 shares; 2025Q1: 35,481 shares; 2025Q2: 4,156 shares; 2025Q3: 4,156 shares; 2025Q4: 3,813 shares 3,813 $1.73M 0.04% -343 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: restricted; 2024Q4: 2,135 shares; 2025Q1: 2,150 shares; 2025Q2: 2,153 shares; 2025Q3: 2,140 shares; 2025Q4: 1,968 shares 1,968 $1.73M 0.04% -172 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 38,144 shares; 2025Q1: 40,970 shares; 2025Q2: 26,830 shares; 2025Q3: 26,687 shares; 2025Q4: 26,356 shares 26,356 $1.72M 0.04% -331 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: restricted; 2024Q4: 3,421 shares; 2025Q1: 3,421 shares; 2025Q2: 3,355 shares; 2025Q3: 3,355 shares; 2025Q4: 3,355 shares 3,355 $1.71M 0.04% 0 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,408 shares; 2025Q1: 19,971 shares; 2025Q2: 20,052 shares; 2025Q3: 19,685 shares; 2025Q4: 19,685 shares 19,685 $1.68M 0.04% 0 Timeline ALC ALCON AG More: the full row for ALCON AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 9,289 shares; 2025Q2: 14,129 shares; 2025Q3: 19,060 shares; 2025Q4: 20,970 shares 20,970 $1.65M 0.04% +1,910 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 19,772 shares; 2025Q2: 21,572 shares; 2025Q3: 21,572 shares; 2025Q4: 22,195 shares 22,195 $1.64M 0.04% +623 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: restricted; 2024Q4: 4,305 shares; 2025Q1: 3,780 shares; 2025Q2: 3,780 shares; 2025Q3: 3,780 shares; 2025Q4: 5,984 shares 5,984 $1.62M 0.04% +2,204 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: restricted; 2024Q4: 3,332 shares; 2025Q1: 2,764 shares; 2025Q2: 2,695 shares; 2025Q3: 2,657 shares; 2025Q4: 2,638 shares 2,638 $1.62M 0.04% -19 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: restricted; 2024Q4: 7,735 shares; 2025Q1: 10,995 shares; 2025Q2: 11,546 shares; 2025Q3: 9,884 shares; 2025Q4: 10,560 shares 10,560 $1.61M 0.04% +676 Timeline IDEV 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: restricted; 2024Q4: 16,856 shares; 2025Q1: 16,856 shares; 2025Q2: 16,856 shares; 2025Q3: 17,736 shares; 2025Q4: 19,224 shares 19,224 $1.59M 0.04% +1,488 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: restricted; 2024Q4: 4,027 shares; 2025Q1: 6,337 shares; 2025Q2: 5,525 shares; 2025Q3: 5,877 shares; 2025Q4: 11,598 shares 11,598 $1.57M 0.04% +5,721 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: restricted; 2024Q4: 15,529 shares; 2025Q1: 15,529 shares; 2025Q2: 15,629 shares; 2025Q3: 15,429 shares; 2025Q4: 15,504 shares 15,504 $1.55M 0.04% +75 Timeline BL BLACKLINE INC More: the full row for BLACKLINE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 29,178 shares; 2025Q1: 28,746 shares; 2025Q2: 28,746 shares; 2025Q3: 27,602 shares; 2025Q4: 27,537 shares 27,537 $1.52M 0.04% -65 Timeline ITOT 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: restricted; 2024Q4: 9,418 shares; 2025Q1: 9,418 shares; 2025Q2: 9,734 shares; 2025Q3: 10,012 shares; 2025Q4: 9,974 shares 9,974 $1.48M 0.04% -38 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: restricted; 2024Q4: 5,353 shares; 2025Q1: 5,473 shares; 2025Q2: 5,112 shares; 2025Q3: 4,851 shares; 2025Q4: 4,478 shares 4,478 $1.45M 0.04% -373 Timeline MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,281 shares; 2025Q4: 6,621 shares 6,621 $1.44M 0.04% +4,340 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: restricted; 2024Q4: 2,765 shares; 2025Q1: 2,791 shares; 2025Q2: 3,001 shares; 2025Q3: 3,001 shares; 2025Q4: 3,028 shares 3,028 $1.43M 0.04% +27 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,543 shares; 2025Q1: 4,543 shares; 2025Q2: 4,543 shares; 2025Q3: 4,543 shares; 2025Q4: 4,550 shares 4,550 $1.41M 0.03% +7 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: restricted; 2024Q4: 4,560 shares; 2025Q1: 4,560 shares; 2025Q2: 5,102 shares; 2025Q3: 17,522 shares; 2025Q4: 19,085 shares 19,085 $1.4M 0.03% +1,563 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 7,742 shares; 2025Q2: 11,620 shares; 2025Q3: 15,312 shares; 2025Q4: 15,704 shares 15,704 $1.4M 0.03% +392 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,116 shares; 2025Q4: 8,026 shares 8,026 $1.39M 0.03% +1,910 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: restricted; 2024Q4: not reported; 2025Q1: 8,862 shares; 2025Q2: 15,878 shares; 2025Q3: 20,946 shares; 2025Q4: 20,078 shares 20,078 $1.35M 0.03% -868 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,360 shares; 2025Q1: 14,169 shares; 2025Q2: 32,689 shares; 2025Q3: 32,374 shares; 2025Q4: 19,585 shares 19,585 $1.32M 0.03% -12,789 Timeline EXAS EXACT SCIENCES CORP More: the full row for EXACT SCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,080 shares; 2025Q1: 13,968 shares; 2025Q2: 13,913 shares; 2025Q3: 12,741 shares; 2025Q4: 12,636 shares 12,636 $1.28M 0.03% -105 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,999 shares; 2025Q1: 12,629 shares; 2025Q2: 17,669 shares; 2025Q3: 19,544 shares; 2025Q4: 21,396 shares 21,396 $1.25M 0.03% +1,852 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 4,126 shares; 2025Q2: 5,653 shares; 2025Q3: 9,657 shares; 2025Q4: 12,106 shares 12,106 $1.24M 0.03% +2,449 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: restricted; 2024Q4: 15,825 shares; 2025Q1: 346 shares; 2025Q2: not reported; 2025Q3: 271 shares; 2025Q4: 1,479 shares 1,479 $1.21M 0.03% +1,208 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: restricted; 2024Q4: 31,239 shares; 2025Q1: 29,905 shares; 2025Q2: 31,959 shares; 2025Q3: 31,570 shares; 2025Q4: 29,706 shares 29,706 $1.21M 0.03% -1,864 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: restricted; 2024Q4: 10,263 shares; 2025Q1: 10,263 shares; 2025Q2: 10,263 shares; 2025Q3: 10,263 shares; 2025Q4: 10,119 shares 10,119 $1.19M 0.03% -144 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: restricted; 2024Q4: 2,490 shares; 2025Q1: 2,906 shares; 2025Q2: 2,881 shares; 2025Q3: 2,545 shares; 2025Q4: 2,545 shares 2,545 $1.18M 0.03% 0 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,403 shares; 2025Q2: 3,265 shares; 2025Q3: 3,463 shares; 2025Q4: 8,663 shares 8,663 $1.18M 0.03% +5,200 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,638 shares; 2025Q1: 5,638 shares; 2025Q2: 5,638 shares; 2025Q3: 5,638 shares; 2025Q4: 10,935 shares 10,935 $1.15M 0.03% +5,297 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,582 shares; 2025Q1: 15,632 shares; 2025Q2: 15,634 shares; 2025Q3: 15,786 shares; 2025Q4: 15,189 shares 15,189 $1.12M 0.03% -597 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 33,054 shares; 2025Q1: 33,813 shares; 2025Q2: 34,438 shares; 2025Q3: 35,053 shares; 2025Q4: 34,528 shares 34,528 $1.11M 0.03% -525 Timeline PLNT PLANET FITNESS MASTER ISSUER More: the full row for PLANET FITNESS MASTER ISSUER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,503 shares; 2025Q1: 10,154 shares; 2025Q2: 10,154 shares; 2025Q3: 10,050 shares; 2025Q4: 10,050 shares 10,050 $1.09M 0.03% 0 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,675 shares; 2025Q1: 6,179 shares; 2025Q2: 6,179 shares; 2025Q3: 6,163 shares; 2025Q4: 7,238 shares 7,238 $1.05M 0.03% +1,075 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: restricted; 2024Q4: not reported; 2025Q1: 4,795 shares; 2025Q2: 4,595 shares; 2025Q3: 4,595 shares; 2025Q4: 4,603 shares 4,603 $1.05M 0.03% +8 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: restricted; 2024Q4: 6,859 shares; 2025Q1: 6,860 shares; 2025Q2: 6,762 shares; 2025Q3: 6,686 shares; 2025Q4: 4,214 shares 4,214 $1.04M 0.03% -2,472 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: restricted; 2024Q4: not reported; 2025Q1: 3,290 shares; 2025Q2: 6,001 shares; 2025Q3: 8,401 shares; 2025Q4: 9,312 shares 9,312 $1.03M 0.03% +911 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 24,740 shares; 2025Q1: 24,740 shares; 2025Q2: 24,740 shares; 2025Q3: 24,740 shares; 2025Q4: 24,740 shares 24,740 $1.02M 0.03% 0 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,123 shares; 2025Q1: 3,045 shares; 2025Q2: 2,996 shares; 2025Q3: 2,931 shares; 2025Q4: 3,007 shares 3,007 $1.01M 0.03% +76 Timeline EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 7,745 shares; 2025Q2: 11,080 shares; 2025Q3: 11,155 shares; 2025Q4: 9,610 shares 9,610 $1.01M 0.02% -1,545 Timeline ESGU 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: restricted; 2024Q4: 6,700 shares; 2025Q1: 6,700 shares; 2025Q2: 6,700 shares; 2025Q3: 6,700 shares; 2025Q4: 6,700 shares 6,700 $998K 0.02% 0 Timeline NTSK NETSKOPE INC More: the full row for NETSKOPE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 90,462 shares; 2025Q4: 56,605 shares 56,605 $993K 0.02% -33,857 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: restricted; 2024Q4: 3,624 shares; 2025Q1: 6,337 shares; 2025Q2: 6,936 shares; 2025Q3: 6,077 shares; 2025Q4: 3,829 shares 3,829 $980K 0.02% -2,248 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: restricted; 2024Q4: 998 shares; 2025Q1: 920 shares; 2025Q2: 1,515 shares; 2025Q3: 643 shares; 2025Q4: 1,440 shares 1,440 $970K 0.02% +797 Timeline ZD ZIFF DAVIS INC More: the full row for ZIFF DAVIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 69,472 shares; 2025Q1: 69,472 shares; 2025Q2: 69,472 shares; 2025Q3: 69,472 shares; 2025Q4: 26,647 shares 26,647 $937K 0.02% -42,825 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,379 shares; 2025Q1: 14,379 shares; 2025Q2: 14,379 shares; 2025Q3: 14,379 shares; 2025Q4: 14,379 shares 14,379 $935K 0.02% 0 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,740 shares; 2025Q1: 4,530 shares; 2025Q2: 4,530 shares; 2025Q3: 4,530 shares; 2025Q4: 4,530 shares 4,530 $934K 0.02% 0 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: restricted; 2024Q4: 1,669 shares; 2025Q1: 2,174 shares; 2025Q2: 2,211 shares; 2025Q3: 2,108 shares; 2025Q4: 1,930 shares 1,930 $934K 0.02% -178 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: restricted; 2024Q4: 15,509 shares; 2025Q1: 19,959 shares; 2025Q2: 20,410 shares; 2025Q3: 17,260 shares; 2025Q4: 16,968 shares 16,968 $933K 0.02% -292 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: restricted; 2024Q4: 1,045 shares; 2025Q1: 1,045 shares; 2025Q2: 1,045 shares; 2025Q3: 1,045 shares; 2025Q4: 1,049 shares 1,049 $922K 0.02% +4 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 27,349 shares; 2025Q1: 27,049 shares; 2025Q2: 26,278 shares; 2025Q3: 26,278 shares; 2025Q4: 26,276 shares 26,276 $913K 0.02% -2 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: restricted; 2024Q4: 36,204 shares; 2025Q1: 35,605 shares; 2025Q2: 36,012 shares; 2025Q3: 34,743 shares; 2025Q4: 36,235 shares 36,235 $900K 0.02% +1,492 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: restricted; 2024Q4: not reported; 2025Q1: 2,600 shares; 2025Q2: 5,556 shares; 2025Q3: 6,426 shares; 2025Q4: 4,415 shares 4,415 $897K 0.02% -2,011 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,916 shares; 2025Q1: 9,709 shares; 2025Q2: 9,709 shares; 2025Q3: 9,709 shares; 2025Q4: 9,709 shares 9,709 $896K 0.02% 0 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: restricted; 2024Q4: 2,847 shares; 2025Q1: 2,323 shares; 2025Q2: 2,123 shares; 2025Q3: 2,123 shares; 2025Q4: 2,273 shares 2,273 $871K 0.02% +150 Timeline TOST TOAST INC More: the full row for TOAST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,693 shares; 2025Q1: 15,999 shares; 2025Q2: 31,017 shares; 2025Q3: 31,220 shares; 2025Q4: 24,194 shares 24,194 $859K 0.02% -7,026 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: restricted; 2024Q4: 7,055 shares; 2025Q1: 7,055 shares; 2025Q2: 7,365 shares; 2025Q3: 7,365 shares; 2025Q4: 7,386 shares 7,386 $852K 0.02% +21 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,414 shares; 2025Q1: 4,963 shares; 2025Q2: 4,993 shares; 2025Q3: 4,963 shares; 2025Q4: 4,847 shares 4,847 $851K 0.02% -116 Timeline KTOS KRATOS DEFENSE & SEC SOLUTIO More: the full row for KRATOS DEFENSE & SEC SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 11,172 shares; 2025Q4: 11,172 shares 11,172 $848K 0.02% 0 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,169 shares; 2025Q1: 2,169 shares; 2025Q2: 2,189 shares; 2025Q3: 2,419 shares; 2025Q4: 2,419 shares 2,419 $848K 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: restricted; 2024Q4: 5,088 shares; 2025Q1: 5,088 shares; 2025Q2: 5,282 shares; 2025Q3: 5,222 shares; 2025Q4: 5,214 shares 5,214 $835K 0.02% -8 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: restricted; 2024Q4: 28,565 shares; 2025Q1: 24,969 shares; 2025Q2: 3,737 shares; 2025Q3: 1,880 shares; 2025Q4: 1,890 shares 1,890 $806K 0.02% +10 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: restricted; 2024Q4: 6,245 shares; 2025Q1: 6,245 shares; 2025Q2: 6,245 shares; 2025Q3: 6,245 shares; 2025Q4: 6,245 shares 6,245 $806K 0.02% 0 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,947 shares; 2025Q1: 13,948 shares; 2025Q2: 13,950 shares; 2025Q3: 13,951 shares; 2025Q4: 13,952 shares 13,952 $804K 0.02% +1 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: restricted; 2024Q4: 1,603 shares; 2025Q1: 1,515 shares; 2025Q2: 1,515 shares; 2025Q3: 1,515 shares; 2025Q4: 2,026 shares 2,026 $803K 0.02% +511 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: restricted; 2024Q4: 3,805 shares; 2025Q1: 3,805 shares; 2025Q2: 3,805 shares; 2025Q3: 3,805 shares; 2025Q4: 3,805 shares 3,805 $782K 0.02% 0 Timeline VICR VICOR CORP More: the full row for VICOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,038 shares 7,038 $771K 0.02% new Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,054 shares; 2025Q1: 3,054 shares; 2025Q2: 3,054 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares 3,000 $753K 0.02% 0 Timeline BAM BROOKFIELD ASSET MANAGMT LTD More: the full row for BROOKFIELD ASSET MANAGMT LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,184 shares; 2025Q1: 14,184 shares; 2025Q2: 14,284 shares; 2025Q3: 14,284 shares; 2025Q4: 14,284 shares 14,284 $748K 0.02% 0 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,925 shares; 2025Q1: 2,058 shares; 2025Q2: 2,058 shares; 2025Q3: 2,058 shares; 2025Q4: 2,058 shares 2,058 $726K 0.02% 0 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,199 shares; 2025Q4: 4,964 shares 4,964 $706K 0.02% +1,765 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: restricted; 2024Q4: 1,611 shares; 2025Q1: 6,535 shares; 2025Q2: 5,953 shares; 2025Q3: 3,498 shares; 2025Q4: 3,817 shares 3,817 $703K 0.02% +319 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: restricted; 2024Q4: not reported; 2025Q1: 12,435 shares; 2025Q2: 12,417 shares; 2025Q3: 4,257 shares; 2025Q4: 4,082 shares 4,082 $699K 0.02% -175 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,178 shares; 2025Q1: 13,178 shares; 2025Q2: 13,178 shares; 2025Q3: 13,178 shares; 2025Q4: 13,178 shares 13,178 $696K 0.02% 0 Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,010 shares 3,010 $692K 0.02% new 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: restricted; 2024Q4: 1,100 shares; 2025Q1: 1,120 shares; 2025Q2: 1,120 shares; 2025Q3: 1,120 shares; 2025Q4: 1,100 shares 1,100 $666K 0.02% -20 Timeline S SENTINELONE INC More: the full row for SENTINELONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,626 shares; 2025Q4: 42,884 shares 42,884 $643K 0.02% +29,258 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: restricted; 2024Q4: 3,404 shares; 2025Q1: 3,404 shares; 2025Q2: 3,504 shares; 2025Q3: 3,404 shares; 2025Q4: 3,412 shares 3,412 $642K 0.02% +8 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: restricted; 2024Q4: 3,581 shares; 2025Q1: 3,511 shares; 2025Q2: 3,511 shares; 2025Q3: 3,511 shares; 2025Q4: 3,511 shares 3,511 $636K 0.02% 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: restricted; 2024Q4: 11,262 shares; 2025Q1: 11,262 shares; 2025Q2: 11,165 shares; 2025Q3: 11,165 shares; 2025Q4: 11,570 shares 11,570 $624K 0.02% +405 Timeline NVMI NOVA LTD More: the full row for NOVA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,800 shares; 2025Q1: 3,601 shares; 2025Q2: 3,601 shares; 2025Q3: 3,601 shares; 2025Q4: 1,826 shares 1,826 $600K 0.01% -1,775 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,557 shares; 2025Q3: 5,788 shares; 2025Q4: 8,084 shares 8,084 $595K 0.01% +2,296 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,223 shares; 2025Q1: 3,223 shares; 2025Q2: 3,223 shares; 2025Q3: 3,223 shares; 2025Q4: 3,223 shares 3,223 $595K 0.01% 0 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,793 shares; 2025Q3: 4,798 shares; 2025Q4: 8,888 shares 8,888 $594K 0.01% +4,090 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 12,547 shares; 2025Q2: 12,295 shares; 2025Q3: 12,295 shares; 2025Q4: 12,295 shares 12,295 $594K 0.01% 0 Timeline ARE ALEXANDRIA REAL ESTATE EQ IN More: the full row for ALEXANDRIA REAL ESTATE EQ IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,435 shares; 2025Q4: 11,988 shares 11,988 $587K 0.01% +7,553 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,739 shares; 2025Q1: 7,019 shares; 2025Q2: 11,633 shares; 2025Q3: 12,074 shares; 2025Q4: 2,559 shares 2,559 $576K 0.01% -9,515 Timeline MNDY MONDAY COM LTD More: the full row for MONDAY COM LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,510 shares; 2025Q1: 1,525 shares; 2025Q2: 1,580 shares; 2025Q3: 2,405 shares; 2025Q4: 3,886 shares 3,886 $573K 0.01% +1,481 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: restricted; 2024Q4: 16,000 shares; 2025Q1: 16,000 shares; 2025Q2: 24,000 shares; 2025Q3: 24,000 shares; 2025Q4: 24,000 shares 24,000 $568K 0.01% 0 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,718 shares; 2025Q1: 5,718 shares; 2025Q2: 6,136 shares; 2025Q3: 6,136 shares; 2025Q4: 6,136 shares 6,136 $567K 0.01% 0 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,364 shares; 2025Q1: 4,364 shares; 2025Q2: 4,364 shares; 2025Q3: 4,364 shares; 2025Q4: 4,364 shares 4,364 $563K 0.01% 0 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,930 shares; 2025Q1: 5,105 shares; 2025Q2: 4,990 shares; 2025Q3: 4,989 shares; 2025Q4: 5,578 shares 5,578 $563K 0.01% +589 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: restricted; 2024Q4: 6,991 shares; 2025Q1: 6,991 shares; 2025Q2: 6,991 shares; 2025Q3: 6,891 shares; 2025Q4: 6,375 shares 6,375 $556K 0.01% -516 Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,200 shares; 2025Q1: 2,200 shares; 2025Q2: 2,200 shares; 2025Q3: 2,200 shares; 2025Q4: 2,200 shares 2,200 $555K 0.01% 0 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: restricted; 2024Q4: not reported; 2025Q1: 7,614 shares; 2025Q2: 8,703 shares; 2025Q3: 8,306 shares; 2025Q4: 8,335 shares 8,335 $550K 0.01% +29 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,411 shares 8,411 $550K 0.01% new Timeline FWONK LIBERTY MEDIA CORP DEL More: the full row for LIBERTY MEDIA CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,547 shares; 2025Q3: 5,547 shares; 2025Q4: 5,547 shares 5,547 $546K 0.01% 0 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,657 shares; 2025Q1: 5,309 shares; 2025Q2: 5,719 shares; 2025Q3: 7,044 shares; 2025Q4: 7,107 shares 7,107 $542K 0.01% +63 Timeline NCNO NCINO INC More: the full row for NCINO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,945 shares; 2025Q4: 20,820 shares 20,820 $534K 0.01% +11,875 Timeline NTNX NUTANIX INC More: the full row for NUTANIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,177 shares 10,177 $526K 0.01% new Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,116 shares; 2025Q1: 6,410 shares; 2025Q2: 6,551 shares; 2025Q3: 6,369 shares; 2025Q4: 6,367 shares 6,367 $522K 0.01% -2 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: restricted; 2024Q4: 1,771 shares; 2025Q1: 1,771 shares; 2025Q2: 1,771 shares; 2025Q3: 1,021 shares; 2025Q4: 1,791 shares 1,791 $520K 0.01% +770 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 5,850 shares; 2025Q2: 7,470 shares; 2025Q3: 7,570 shares; 2025Q4: 7,570 shares 7,570 $516K 0.01% 0 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: restricted; 2024Q4: 9,659 shares; 2025Q1: 9,281 shares; 2025Q2: 7,533 shares; 2025Q3: 7,533 shares; 2025Q4: 7,533 shares 7,533 $506K 0.01% 0 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,691 shares; 2025Q1: 5,026 shares; 2025Q2: 5,014 shares; 2025Q3: 4,983 shares; 2025Q4: 5,084 shares 5,084 $504K 0.01% +101 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: restricted; 2024Q4: 1,568 shares; 2025Q1: 1,350 shares; 2025Q2: 1,880 shares; 2025Q3: 1,880 shares; 2025Q4: 1,731 shares 1,731 $502K 0.01% -149 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: restricted; 2024Q4: 4,008 shares; 2025Q1: 4,008 shares; 2025Q2: 4,121 shares; 2025Q3: 4,058 shares; 2025Q4: 4,092 shares 4,092 $502K 0.01% +34 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: restricted; 2024Q4: 10,435 shares; 2025Q1: 9,635 shares; 2025Q2: 9,301 shares; 2025Q3: 9,301 shares; 2025Q4: 9,292 shares 9,292 $496K 0.01% -9 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: restricted; 2024Q4: not reported; 2025Q1: 677 shares; 2025Q2: 678 shares; 2025Q3: 428 shares; 2025Q4: 457 shares 457 $489K 0.01% +29 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,558 shares; 2025Q1: not reported; 2025Q2: 1,558 shares; 2025Q3: 1,558 shares; 2025Q4: 1,558 shares 1,558 $477K 0.01% 0 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,863 shares; 2025Q1: 2,863 shares; 2025Q2: 2,863 shares; 2025Q3: 2,863 shares; 2025Q4: 2,863 shares 2,863 $466K 0.01% 0 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: restricted; 2024Q4: 1,632 shares; 2025Q1: 1,632 shares; 2025Q2: 1,632 shares; 2025Q3: 1,632 shares; 2025Q4: 1,660 shares 1,660 $457K 0.01% +28 Timeline AVAV AEROVIRONMENT INC More: the full row for AEROVIRONMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,870 shares 1,870 $452K 0.01% new 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,461 shares; 2025Q4: 5,370 shares 5,370 $449K 0.01% +1,909 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: restricted; 2024Q4: 1,159 shares; 2025Q1: 1,214 shares; 2025Q2: 1,223 shares; 2025Q3: 1,229 shares; 2025Q4: 1,236 shares 1,236 $437K 0.01% +7 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,489 shares; 2025Q1: 1,471 shares; 2025Q2: 1,471 shares; 2025Q3: 1,471 shares; 2025Q4: 1,481 shares 1,481 $428K 0.01% +10 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,895 shares; 2025Q1: 1,895 shares; 2025Q2: 1,895 shares; 2025Q3: 1,895 shares; 2025Q4: 1,895 shares 1,895 $424K 0.01% 0 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 5,523 shares; 2025Q2: 7,228 shares; 2025Q3: 6,092 shares; 2025Q4: 7,746 shares 7,746 $417K 0.01% +1,654 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: restricted; 2024Q4: 1,231 shares; 2025Q1: 1,551 shares; 2025Q2: 1,551 shares; 2025Q3: 1,231 shares; 2025Q4: 1,237 shares 1,237 $417K 0.01% +6 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: restricted; 2024Q4: 4,737 shares; 2025Q1: 5,833 shares; 2025Q2: 5,833 shares; 2025Q3: 4,322 shares; 2025Q4: 4,447 shares 4,447 $416K 0.01% +125 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: restricted; 2024Q4: 5,284 shares; 2025Q1: 5,367 shares; 2025Q2: 5,437 shares; 2025Q3: 5,337 shares; 2025Q4: 5,129 shares 5,129 $412K 0.01% -208 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,112 shares; 2025Q1: 9,112 shares; 2025Q2: 8,712 shares; 2025Q3: 8,712 shares; 2025Q4: 8,712 shares 8,712 $405K 0.01% 0 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,937 shares; 2025Q1: 6,937 shares; 2025Q2: 6,937 shares; 2025Q3: 6,937 shares; 2025Q4: 6,937 shares 6,937 $399K 0.01% 0 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,728 shares; 2025Q1: 3,728 shares; 2025Q2: 3,728 shares; 2025Q3: 3,590 shares; 2025Q4: 3,605 shares 3,605 $398K 0.01% +15 Timeline OGE OGE ENERGY CORP More: the full row for OGE ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,300 shares; 2025Q1: 9,300 shares; 2025Q2: 9,300 shares; 2025Q3: 9,300 shares; 2025Q4: 9,300 shares 9,300 $397K 0.01% 0 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: restricted; 2024Q4: 3,803 shares; 2025Q1: 3,803 shares; 2025Q2: 3,893 shares; 2025Q3: 4,113 shares; 2025Q4: 3,993 shares 3,993 $397K 0.01% -120 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,745 shares; 2025Q3: 3,745 shares; 2025Q4: 5,323 shares 5,323 $395K 0.01% +1,578 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,387 shares; 2025Q1: 7,287 shares; 2025Q2: 7,287 shares; 2025Q3: 7,287 shares; 2025Q4: 8,015 shares 8,015 $393K 0.01% +728 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,923 shares; 2025Q1: 1,917 shares; 2025Q2: 1,917 shares; 2025Q3: 1,917 shares; 2025Q4: 1,916 shares 1,916 $386K 0.01% -1 Timeline RYAN RYAN SPECIALTY HOLDINGS INC More: the full row for RYAN SPECIALTY HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,435 shares; 2025Q1: 7,435 shares; 2025Q2: 7,435 shares; 2025Q3: 7,435 shares; 2025Q4: 7,435 shares 7,435 $384K 0.01% 0 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,674 shares; 2025Q1: 4,924 shares; 2025Q2: 4,924 shares; 2025Q3: 4,924 shares; 2025Q4: 5,884 shares 5,884 $375K 0.01% +960 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: restricted; 2024Q4: not reported; 2025Q1: 2,320 shares; 2025Q2: 5,372 shares; 2025Q3: 8,197 shares; 2025Q4: 2,855 shares 2,855 $364K 0.01% -5,342 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,830 shares; 2025Q1: 7,967 shares; 2025Q2: 8,130 shares; 2025Q3: 8,130 shares; 2025Q4: 7,620 shares 7,620 $364K 0.01% -510 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: restricted; 2024Q4: 4,289 shares; 2025Q1: 4,289 shares; 2025Q2: 7,319 shares; 2025Q3: 7,319 shares; 2025Q4: 4,514 shares 4,514 $360K 0.01% -2,805 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: restricted; 2024Q4: 4,510 shares; 2025Q1: 4,366 shares; 2025Q2: 5,915 shares; 2025Q3: 5,647 shares; 2025Q4: 5,761 shares 5,761 $360K 0.01% +114 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: restricted; 2024Q4: not reported; 2025Q1: 6,177 shares; 2025Q2: 4,227 shares; 2025Q3: 4,677 shares; 2025Q4: 3,927 shares 3,927 $359K 0.01% -750 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: restricted; 2024Q4: not reported; 2025Q1: 478 shares; 2025Q2: 478 shares; 2025Q3: 728 shares; 2025Q4: 731 shares 731 $358K 0.01% +3 Timeline AGX ARGAN INC More: the full row for ARGAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,117 shares; 2025Q3: 1,117 shares; 2025Q4: 1,119 shares 1,119 $351K 0.01% +2 Timeline RAL RALLIANT CORP More: the full row for RALLIANT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,026 shares; 2025Q4: 6,828 shares 6,828 $348K 0.01% +1,802 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: restricted; 2024Q4: 2,317 shares; 2025Q1: 1,875 shares; 2025Q2: 1,875 shares; 2025Q3: 1,875 shares; 2025Q4: 1,907 shares 1,907 $339K 0.01% +32 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: restricted; 2024Q4: 3,828 shares; 2025Q1: 3,828 shares; 2025Q2: 3,828 shares; 2025Q3: 3,828 shares; 2025Q4: 3,846 shares 3,846 $335K 0.01% +18 Timeline FND FLOOR & DECOR HLDGS INC More: the full row for FLOOR & DECOR HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,064 shares; 2025Q1: 6,508 shares; 2025Q2: 6,438 shares; 2025Q3: 5,542 shares; 2025Q4: 5,442 shares 5,442 $331K 0.01% -100 Timeline TLT 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,800 shares; 2025Q3: 3,800 shares; 2025Q4: 3,800 shares 3,800 $331K 0.01% 0 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: restricted; 2024Q4: 993 shares; 2025Q1: 1,027 shares; 2025Q2: 1,027 shares; 2025Q3: 724 shares; 2025Q4: 991 shares 991 $327K 0.01% +267 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 6,553 shares; 2025Q2: 6,553 shares; 2025Q3: 6,553 shares; 2025Q4: 6,553 shares 6,553 $324K 0.01% 0 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,284 shares; 2025Q1: 1,284 shares; 2025Q2: 1,284 shares; 2025Q3: 1,284 shares; 2025Q4: 1,288 shares 1,288 $323K 0.01% +4 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: restricted; 2024Q4: 12,615 shares; 2025Q1: 12,615 shares; 2025Q2: 12,615 shares; 2025Q3: 12,615 shares; 2025Q4: 12,615 shares 12,615 $323K 0.01% 0 Timeline VERX VERTEX INC More: the full row for VERTEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 378,104 shares; 2025Q2: 432,453 shares; 2025Q3: not reported; 2025Q4: 16,013 shares 16,013 $320K 0.01% new Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,297 shares; 2025Q1: 4,897 shares; 2025Q2: 5,268 shares; 2025Q3: 5,011 shares; 2025Q4: 4,760 shares 4,760 $319K 0.01% -251 Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,211 shares; 2025Q1: 6,211 shares; 2025Q2: 6,211 shares; 2025Q3: 6,211 shares; 2025Q4: 6,576 shares 6,576 $314K 0.01% +365 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 782 shares; 2025Q3: 632 shares; 2025Q4: 645 shares 645 $302K 0.01% +13 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: restricted; 2024Q4: 1,863 shares; 2025Q1: 1,864 shares; 2025Q2: 1,821 shares; 2025Q3: 1,822 shares; 2025Q4: 1,856 shares 1,856 $298K 0.01% +34 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: restricted; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 4,000 shares; 2025Q3: 4,000 shares; 2025Q4: 4,952 shares 4,952 $291K 0.01% +952 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: restricted; 2024Q4: 455 shares; 2025Q1: 380 shares; 2025Q2: 380 shares; 2025Q3: 380 shares; 2025Q4: 380 shares 380 $286K 0.01% 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: restricted; 2024Q4: 7,167 shares; 2025Q1: 7,167 shares; 2025Q2: 7,167 shares; 2025Q3: 7,167 shares; 2025Q4: 7,167 shares 7,167 $284K 0.01% 0 Timeline WTFC WINTRUST FINL CORP More: the full row for WINTRUST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,724 shares; 2025Q1: 2,024 shares; 2025Q2: 2,024 shares; 2025Q3: 2,024 shares; 2025Q4: 2,024 shares 2,024 $283K 0.01% 0 Timeline SOXX 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: restricted; 2024Q4: 939 shares; 2025Q1: not reported; 2025Q2: 939 shares; 2025Q3: 939 shares; 2025Q4: 939 shares 939 $283K 0.01% 0 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares 500 $276K 0.01% 0 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,424 shares; 2025Q3: 2,360 shares; 2025Q4: 2,278 shares 2,278 $274K 0.01% -82 Timeline SW SMURFIT WESTROCK PLC More: the full row for SMURFIT WESTROCK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 7,075 shares; 2025Q2: 7,075 shares; 2025Q3: 7,075 shares; 2025Q4: 7,075 shares 7,075 $274K 0.01% 0 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,075 shares; 2025Q3: 1,632 shares; 2025Q4: 1,692 shares 1,692 $272K 0.01% +60 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,634 shares; 2025Q3: 1,634 shares; 2025Q4: 1,642 shares 1,642 $268K 0.01% +8 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: restricted; 2024Q4: 1,842 shares; 2025Q1: 1,842 shares; 2025Q2: 1,842 shares; 2025Q3: 1,842 shares; 2025Q4: 2,042 shares 2,042 $264K 0.01% +200 Timeline WEX WEX INC More: the full row for WEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,728 shares; 2025Q1: 1,728 shares; 2025Q2: 1,728 shares; 2025Q3: 1,728 shares; 2025Q4: 1,728 shares 1,728 $257K 0.01% 0 Timeline BALL BALL CORP More: the full row for BALL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,800 shares; 2025Q1: 4,800 shares; 2025Q2: 4,800 shares; 2025Q3: 4,800 shares; 2025Q4: 4,800 shares 4,800 $254K 0.01% 0 Timeline NOVT NOVANTA INC More: the full row for NOVANTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,230 shares; 2025Q1: 2,165 shares; 2025Q2: 2,165 shares; 2025Q3: 2,133 shares; 2025Q4: 2,133 shares 2,133 $254K 0.01% 0 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: restricted; 2024Q4: 4,292 shares; 2025Q1: 3,242 shares; 2025Q2: 3,516 shares; 2025Q3: 2,884 shares; 2025Q4: 2,693 shares 2,693 $248K 0.01% -191 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,482 shares; 2025Q2: 2,462 shares; 2025Q3: 2,452 shares; 2025Q4: 2,452 shares 2,452 $245K 0.01% 0 Timeline TEAM ATLASSIAN CORPORATION More: the full row for ATLASSIAN CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,590 shares; 2025Q1: 1,590 shares; 2025Q2: 1,710 shares; 2025Q3: 1,590 shares; 2025Q4: 1,505 shares 1,505 $244K 0.01% -85 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,181 shares; 2025Q3: 1,181 shares; 2025Q4: 1,185 shares 1,185 $243K 0.01% +4 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 300 shares; 2025Q1: 315 shares; 2025Q2: 315 shares; 2025Q3: 315 shares; 2025Q4: 315 shares 315 $241K 0.01% 0 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 992 shares; 2025Q2: 1,227 shares; 2025Q3: 1,331 shares; 2025Q4: 1,231 shares 1,231 $239K 0.01% -100 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,068 shares; 2025Q1: not reported; 2025Q2: 4,762 shares; 2025Q3: 4,762 shares; 2025Q4: 4,815 shares 4,815 $237K 0.01% +53 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,126 shares; 2025Q2: 1,126 shares; 2025Q3: 1,126 shares; 2025Q4: 1,126 shares 1,126 $234K 0.01% 0 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,345 shares 4,345 $234K 0.01% new 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: restricted; 2024Q4: 6,637 shares; 2025Q1: 3,085 shares; 2025Q2: 2,653 shares; 2025Q3: 2,288 shares; 2025Q4: 1,883 shares 1,883 $232K 0.01% -405 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 682 shares 682 $232K 0.01% new 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,806 shares; 2025Q4: 2,806 shares 2,806 $228K 0.01% 0 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,827 shares; 2025Q1: 7,827 shares; 2025Q2: 8,227 shares; 2025Q3: 8,227 shares; 2025Q4: 8,227 shares 8,227 $226K 0.01% 0 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,068 shares; 2025Q4: 1,068 shares 1,068 $225K 0.01% 0 Timeline GAP GAP INC More: the full row for GAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,750 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,750 shares 8,750 $224K 0.01% new Timeline U UNITY SOFTWARE INC More: the full row for UNITY SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,067 shares 5,067 $224K 0.01% new Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,858 shares; 2025Q3: 1,858 shares; 2025Q4: 1,858 shares 1,858 $222K 0.01% 0 Timeline TLN TALEN ENERGY CORP More: the full row for TALEN ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 591 shares 591 $222K 0.01% new Timeline IDCC INTERDIGITAL INC More: the full row for INTERDIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 692 shares 692 $220K 0.01% new 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 272 shares; 2025Q3: 272 shares; 2025Q4: 272 shares 272 $220K 0.01% 0 Timeline FTV FORTIVE CORP More: the full row for FORTIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 4,352 shares; 2025Q2: 4,352 shares; 2025Q3: not reported; 2025Q4: 3,952 shares 3,952 $218K 0.01% new Timeline STAG STAG INDUSTRIAL INC More: the full row for STAG INDUSTRIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 5,900 shares; 2025Q2: 6,100 shares; 2025Q3: 5,900 shares; 2025Q4: 5,900 shares 5,900 $217K 0.01% 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: restricted; 2024Q4: 1,327 shares; 2025Q1: 1,301 shares; 2025Q2: 1,301 shares; 2025Q3: 1,301 shares; 2025Q4: 1,130 shares 1,130 $216K 0.01% -171 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,640 shares 2,640 $215K 0.01% new Timeline POOL POOL CORP More: the full row for POOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 920 shares; 2025Q1: 920 shares; 2025Q2: 920 shares; 2025Q3: 920 shares; 2025Q4: 920 shares 920 $210K 0.01% 0 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 470 shares 470 $209K 0.01% new 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,452 shares 2,452 $208K 0.01% new 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,135 shares 1,135 $206K 0.01% new Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,138 shares; 2025Q2: 2,113 shares; 2025Q3: not reported; 2025Q4: 1,460 shares 1,460 $201K <0.01% new Timeline MDXG MIMEDX GROUP INC More: the full row for MIMEDX GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 27,390 shares; 2025Q1: 27,390 shares; 2025Q2: 27,390 shares; 2025Q3: 27,390 shares; 2025Q4: 27,390 shares 27,390 $185K <0.01% 0 Timeline ARCO ARCOS DORADOS HLDGS INC More: the full row for ARCOS DORADOS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,909 shares 17,909 $131K <0.01% new Timeline ASPI ASP ISOTOPES INC More: the full row for ASP ISOTOPES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,000 shares; 2025Q4: 12,000 shares 12,000 $64.2K <0.01% 0 Timeline RUM RUM GROUP INC More: the full row for RUM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares 10,000 $63.2K <0.01% 0 Timeline