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: 274,452 shares; 2024Q4: 257,797 shares; 2025Q1: 268,671 shares; 2025Q2: 241,315 shares; 2025Q3: 250,777 shares; 2025Q4: 270,258 shares 270,258 $50.4M 6.61% +19,481 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 147,729 shares; 2024Q4: 147,576 shares; 2025Q1: 131,011 shares; 2025Q2: 132,193 shares; 2025Q3: 136,848 shares; 2025Q4: 128,213 shares 128,213 $40.1M 5.26% -8,635 Timeline ISTB 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: 519,439 shares; 2024Q4: 536,611 shares; 2025Q1: 550,344 shares; 2025Q2: 563,058 shares; 2025Q3: 532,918 shares; 2025Q4: 551,248 shares 551,248 $26.9M 3.52% +18,330 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 118,445 shares; 2025Q1: 191,915 shares; 2025Q2: 197,855 shares; 2025Q3: 196,008 shares; 2025Q4: 194,822 shares 194,822 $25.5M 3.35% -1,186 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: 47,106 shares; 2024Q4: 47,159 shares; 2025Q1: 45,961 shares; 2025Q2: 49,065 shares; 2025Q3: 48,925 shares; 2025Q4: 47,580 shares 47,580 $23.9M 3.14% -1,345 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 304,168 shares; 2024Q4: 306,151 shares; 2025Q1: 312,094 shares; 2025Q2: 309,943 shares; 2025Q3: 309,657 shares; 2025Q4: 302,012 shares 302,012 $23.2M 3.04% -7,645 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: 31,366 shares; 2024Q4: 30,577 shares; 2025Q1: 39,911 shares; 2025Q2: 39,982 shares; 2025Q3: 40,007 shares; 2025Q4: 39,731 shares 39,731 $22.5M 2.95% -276 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: 104,350 shares; 2024Q4: 104,012 shares; 2025Q1: 98,410 shares; 2025Q2: 98,369 shares; 2025Q3: 97,855 shares; 2025Q4: 96,394 shares 96,394 $22.2M 2.92% -1,461 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: 47,586 shares; 2024Q4: 47,062 shares; 2025Q1: 39,674 shares; 2025Q2: 35,808 shares; 2025Q3: 37,674 shares; 2025Q4: 32,901 shares 32,901 $21.7M 2.85% -4,773 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: 39,589 shares; 2024Q4: 39,577 shares; 2025Q1: 38,820 shares; 2025Q2: 38,349 shares; 2025Q3: 38,203 shares; 2025Q4: 37,522 shares 37,522 $21.4M 2.81% -681 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: 109,732 shares; 2024Q4: 109,124 shares; 2025Q1: 103,166 shares; 2025Q2: 89,366 shares; 2025Q3: 89,235 shares; 2025Q4: 88,821 shares 88,821 $20.2M 2.65% -414 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,989 shares; 2024Q4: 3,011 shares; 2025Q1: 23,541 shares; 2025Q2: 23,697 shares; 2025Q3: 23,614 shares; 2025Q4: 32,940 shares 32,940 $20.2M 2.64% +9,326 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: 83,976 shares; 2024Q4: 83,386 shares; 2025Q1: 77,209 shares; 2025Q2: 77,258 shares; 2025Q3: 76,712 shares; 2025Q4: 73,186 shares 73,186 $19.9M 2.61% -3,526 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: 32,032 shares; 2024Q4: 32,103 shares; 2025Q1: 31,983 shares; 2025Q2: 29,650 shares; 2025Q3: 29,789 shares; 2025Q4: 29,579 shares 29,579 $19.6M 2.57% -210 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: 22,271 shares; 2024Q4: 22,448 shares; 2025Q1: 24,622 shares; 2025Q2: 24,130 shares; 2025Q3: 21,950 shares; 2025Q4: 21,750 shares 21,750 $18.8M 2.46% -200 Timeline TIP 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: 146,651 shares; 2024Q4: 149,556 shares; 2025Q1: 157,585 shares; 2025Q2: 161,155 shares; 2025Q3: 162,866 shares; 2025Q4: 168,789 shares 168,789 $18.6M 2.43% +5,923 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,571 shares; 2024Q4: 38,744 shares; 2025Q1: 38,747 shares; 2025Q2: 38,909 shares; 2025Q3: 38,679 shares; 2025Q4: 38,581 shares 38,581 $18.1M 2.38% -98 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 437,251 shares; 2024Q4: 435,886 shares; 2025Q1: 426,427 shares; 2025Q2: 426,240 shares; 2025Q3: 425,833 shares; 2025Q4: 427,352 shares 427,352 $15.8M 2.07% +1,519 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: 8,267 shares; 2024Q4: 8,261 shares; 2025Q1: 8,248 shares; 2025Q2: 52,045 shares; 2025Q3: 83,665 shares; 2025Q4: 80,065 shares 80,065 $15.1M 1.97% -3,600 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: 5,925 shares; 2024Q4: 4,427 shares; 2025Q1: 22,353 shares; 2025Q2: 37,814 shares; 2025Q3: 37,907 shares; 2025Q4: 20,961 shares 20,961 $12.2M 1.6% -16,946 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: 3,072 shares; 2024Q4: 2,993 shares; 2025Q1: 2,257 shares; 2025Q2: 2,253 shares; 2025Q3: 2,248 shares; 2025Q4: 2,235 shares 2,235 $12M 1.57% -13 Timeline BKLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 473,409 shares; 2024Q4: 482,718 shares; 2025Q1: 494,278 shares; 2025Q2: 514,191 shares; 2025Q3: 520,915 shares; 2025Q4: 539,176 shares 539,176 $11.3M 1.48% +18,261 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 220,416 shares; 2024Q4: 211,823 shares; 2025Q1: 220,221 shares; 2025Q2: 225,598 shares; 2025Q3: 217,291 shares; 2025Q4: 216,085 shares 216,085 $11M 1.44% -1,206 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,351 shares; 2024Q4: 363,233 shares; 2025Q1: 202,871 shares; 2025Q2: 201,582 shares; 2025Q3: 200,921 shares; 2025Q4: 199,093 shares 199,093 $9.96M 1.31% -1,828 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 84,118 shares 84,118 $9.9M 1.3% new Timeline MBB 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: 99,588 shares; 2024Q4: 101,627 shares; 2025Q1: 103,877 shares; 2025Q2: 106,650 shares; 2025Q3: 97,635 shares; 2025Q4: 100,789 shares 100,789 $9.6M 1.26% +3,154 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: 326,708 shares; 2024Q4: 330,316 shares; 2025Q1: 410,060 shares; 2025Q2: 417,216 shares; 2025Q3: 338,161 shares; 2025Q4: 222,311 shares 222,311 $8.7M 1.14% -115,850 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,362 shares; 2024Q4: 5,249 shares; 2025Q1: 5,156 shares; 2025Q2: 8,359 shares; 2025Q3: 8,370 shares; 2025Q4: 7,974 shares 7,974 $7.44M 0.98% -396 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: 23,258 shares; 2024Q4: 22,878 shares; 2025Q1: 21,950 shares; 2025Q2: 20,293 shares; 2025Q3: 27,578 shares; 2025Q4: 24,870 shares 24,870 $7.35M 0.96% -2,708 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,935 shares; 2024Q4: 54,681 shares; 2025Q1: 81,911 shares; 2025Q2: 70,271 shares; 2025Q3: 69,335 shares; 2025Q4: 59,821 shares 59,821 $6.77M 0.89% -9,514 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 76,572 shares; 2025Q1: 183,393 shares; 2025Q2: 198,035 shares; 2025Q3: 200,300 shares; 2025Q4: 209,802 shares 209,802 $6.5M 0.85% +9,502 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: 11,988 shares; 2024Q4: 12,483 shares; 2025Q1: 12,883 shares; 2025Q2: 12,452 shares; 2025Q3: 12,792 shares; 2025Q4: 13,424 shares 13,424 $6.49M 0.85% +632 Timeline RAVI FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,377 shares; 2024Q4: 70,597 shares; 2025Q1: 72,002 shares; 2025Q2: 73,496 shares; 2025Q3: 74,502 shares; 2025Q4: 77,760 shares 77,760 $5.86M 0.77% +3,258 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 349,116 shares; 2024Q4: 193,400 shares; 2025Q1: 374,945 shares; 2025Q2: 399,602 shares; 2025Q3: 404,450 shares; 2025Q4: 419,857 shares 419,857 $5.56M 0.73% +15,407 Timeline TMV DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 136,673 shares; 2024Q4: 139,881 shares; 2025Q1: 142,138 shares; 2025Q2: 141,974 shares; 2025Q3: 143,168 shares; 2025Q4: 146,214 shares 146,214 $5.43M 0.71% +3,046 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,743 shares; 2024Q4: 42,566 shares; 2025Q1: 44,481 shares; 2025Q2: 43,617 shares; 2025Q3: 43,980 shares; 2025Q4: 45,867 shares 45,867 $4.6M 0.6% +1,887 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,192 shares; 2024Q4: 82,677 shares; 2025Q1: 84,483 shares; 2025Q2: 85,876 shares; 2025Q3: 86,892 shares; 2025Q4: 91,134 shares 91,134 $4.59M 0.6% +4,242 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,643 shares; 2025Q3: 16,543 shares; 2025Q4: 16,061 shares 16,061 $4.58M 0.6% -482 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: 44,633 shares; 2024Q4: 45,595 shares; 2025Q1: 47,750 shares; 2025Q2: 46,929 shares; 2025Q3: 51,796 shares; 2025Q4: 49,362 shares 49,362 $4.51M 0.59% -2,434 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: 6,820 shares; 2024Q4: 6,831 shares; 2025Q1: 5,851 shares; 2025Q2: 5,829 shares; 2025Q3: 5,784 shares; 2025Q4: 6,503 shares 6,503 $4.45M 0.58% +719 Timeline CWB 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: 41,911 shares; 2024Q4: 42,495 shares; 2025Q1: 42,918 shares; 2025Q2: 43,267 shares; 2025Q3: 43,130 shares; 2025Q4: 43,968 shares 43,968 $3.92M 0.51% +838 Timeline HYG 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: 38,761 shares; 2024Q4: 39,383 shares; 2025Q1: 40,098 shares; 2025Q2: 40,754 shares; 2025Q3: 41,403 shares; 2025Q4: 42,802 shares 42,802 $3.45M 0.45% +1,399 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: 26,516 shares; 2024Q4: 26,636 shares; 2025Q1: 27,962 shares; 2025Q2: 28,197 shares; 2025Q3: 27,988 shares; 2025Q4: 28,138 shares 28,138 $3.39M 0.44% +150 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: 1,651 shares; 2024Q4: 8,146 shares; 2025Q1: 8,228 shares; 2025Q2: 9,052 shares; 2025Q3: 9,634 shares; 2025Q4: 10,603 shares 10,603 $3.22M 0.42% +969 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,066 shares; 2025Q3: 23,291 shares; 2025Q4: 22,778 shares 22,778 $3.08M 0.4% -513 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: 38,312 shares; 2024Q4: 31,972 shares; 2025Q1: 17,150 shares; 2025Q2: 14,696 shares; 2025Q3: 15,450 shares; 2025Q4: 16,383 shares 16,383 $2.91M 0.38% +933 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,606 shares; 2025Q1: 8,634 shares; 2025Q2: 37,152 shares; 2025Q3: 39,200 shares; 2025Q4: 44,583 shares 44,583 $2.87M 0.38% +5,383 Timeline FN FABRINET More: the full row for FABRINET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,931 shares; 2024Q4: 6,013 shares; 2025Q1: 6,011 shares; 2025Q2: 6,200 shares; 2025Q3: 6,168 shares; 2025Q4: 6,107 shares 6,107 $2.78M 0.36% -61 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,352 shares; 2025Q1: 12,512 shares; 2025Q2: 14,147 shares; 2025Q3: 15,152 shares; 2025Q4: 16,994 shares 16,994 $2.74M 0.36% +1,842 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,277 shares; 2024Q4: 14,436 shares; 2025Q1: 25,495 shares; 2025Q2: 27,225 shares; 2025Q3: 28,785 shares; 2025Q4: 34,296 shares 34,296 $2.73M 0.36% +5,511 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: 2,407 shares; 2024Q4: 2,425 shares; 2025Q1: 2,641 shares; 2025Q2: 2,664 shares; 2025Q3: 2,615 shares; 2025Q4: 2,554 shares 2,554 $2.73M 0.36% -61 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: not reported; 2024Q4: not reported; 2025Q1: 8,666 shares; 2025Q2: 8,600 shares; 2025Q3: 8,469 shares; 2025Q4: 8,411 shares 8,411 $2.71M 0.36% -58 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,338 shares; 2025Q4: 6,803 shares 6,803 $2.7M 0.35% +465 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: 33,276 shares; 2024Q4: 33,434 shares; 2025Q1: 35,023 shares; 2025Q2: 34,876 shares; 2025Q3: 34,379 shares; 2025Q4: 32,754 shares 32,754 $2.63M 0.34% -1,625 Timeline GFI GOLD FIELDS LTD More: the full row for GOLD FIELDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 59,801 shares 59,801 $2.61M 0.34% new 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: not reported; 2024Q4: 4,395 shares; 2025Q1: 4,962 shares; 2025Q2: 5,205 shares; 2025Q3: 5,071 shares; 2025Q4: 5,046 shares 5,046 $2.58M 0.34% -25 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,939 shares; 2024Q4: 4,021 shares; 2025Q1: 4,028 shares; 2025Q2: 4,265 shares; 2025Q3: 4,259 shares; 2025Q4: 4,265 shares 4,265 $2.4M 0.31% +6 Timeline TTT PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,236 shares; 2024Q4: 33,528 shares; 2025Q1: 33,444 shares; 2025Q2: 33,283 shares; 2025Q3: 33,258 shares; 2025Q4: 35,612 shares 35,612 $2.38M 0.31% +2,354 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,695 shares; 2024Q4: 1,606 shares; 2025Q1: 3,043 shares; 2025Q2: 2,784 shares; 2025Q3: 2,790 shares; 2025Q4: 8,289 shares 8,289 $2.38M 0.31% +5,499 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,131 shares; 2025Q2: 8,208 shares; 2025Q3: 8,111 shares; 2025Q4: 8,145 shares 8,145 $2.36M 0.31% +34 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: 11,922 shares; 2024Q4: 11,814 shares; 2025Q1: 11,909 shares; 2025Q2: 11,715 shares; 2025Q3: 11,328 shares; 2025Q4: 11,342 shares 11,342 $2.34M 0.31% +14 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,727 shares; 2025Q3: 12,573 shares; 2025Q4: 12,592 shares 12,592 $2.33M 0.31% +19 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,247 shares; 2024Q4: 10,339 shares; 2025Q1: 11,500 shares; 2025Q2: 12,792 shares; 2025Q3: 12,581 shares; 2025Q4: 12,725 shares 12,725 $2.32M 0.3% +144 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 55,456 shares; 2025Q4: 49,763 shares 49,763 $2.31M 0.3% -5,693 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,286 shares; 2024Q4: 7,328 shares; 2025Q1: 7,528 shares; 2025Q2: 7,120 shares; 2025Q3: 7,019 shares; 2025Q4: 7,065 shares 7,065 $2.29M 0.3% +46 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: 6,490 shares; 2024Q4: 6,506 shares; 2025Q1: 6,845 shares; 2025Q2: 6,753 shares; 2025Q3: 6,625 shares; 2025Q4: 6,631 shares 6,631 $2.28M 0.3% +6 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: 7,453 shares; 2024Q4: 7,445 shares; 2025Q1: 7,302 shares; 2025Q2: 7,302 shares; 2025Q3: 7,301 shares; 2025Q4: 7,210 shares 7,210 $2.26M 0.3% -91 Timeline ARGX ARGENX SE More: the full row for ARGENX SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,636 shares 2,636 $2.22M 0.29% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,539 shares; 2025Q3: 3,842 shares; 2025Q4: 4,711 shares 4,711 $2.21M 0.29% +869 Timeline YOU CLEAR SECURE INC More: the full row for CLEAR SECURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,347 shares; 2024Q4: 57,566 shares; 2025Q1: 58,156 shares; 2025Q2: 61,170 shares; 2025Q3: 61,415 shares; 2025Q4: 62,216 shares 62,216 $2.18M 0.29% +801 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: 16,894 shares; 2024Q4: 16,967 shares; 2025Q1: 17,686 shares; 2025Q2: 17,001 shares; 2025Q3: 16,806 shares; 2025Q4: 16,952 shares 16,952 $2.12M 0.28% +146 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: 27,324 shares; 2024Q4: 27,426 shares; 2025Q1: 29,382 shares; 2025Q2: 57,916 shares; 2025Q3: 52,454 shares; 2025Q4: 52,627 shares 52,627 $2.11M 0.28% +173 Timeline SPXC SPX TECHNOLOGIES INC More: the full row for SPX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,936 shares; 2024Q4: 1,903 shares; 2025Q1: 1,756 shares; 2025Q2: 1,625 shares; 2025Q3: 1,556 shares; 2025Q4: 10,124 shares 10,124 $2.03M 0.27% +8,568 Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,583 shares; 2025Q2: 8,282 shares; 2025Q3: 8,290 shares; 2025Q4: 8,448 shares 8,448 $1.94M 0.25% +158 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,070 shares; 2024Q4: 11,194 shares; 2025Q1: 11,373 shares; 2025Q2: 13,567 shares; 2025Q3: 15,007 shares; 2025Q4: 19,248 shares 19,248 $1.85M 0.24% +4,241 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: 5,909 shares; 2024Q4: 6,011 shares; 2025Q1: 6,108 shares; 2025Q2: 7,167 shares; 2025Q3: 7,196 shares; 2025Q4: 7,321 shares 7,321 $1.84M 0.24% +125 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: 6,419 shares; 2024Q4: 6,442 shares; 2025Q1: 6,846 shares; 2025Q2: 6,931 shares; 2025Q3: 6,891 shares; 2025Q4: 6,828 shares 6,828 $1.83M 0.24% -63 Timeline HMY HARMONY GOLD MNG LTD More: the full row for HARMONY GOLD MNG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 89,984 shares 89,984 $1.79M 0.23% new Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,705 shares; 2025Q1: 1,577 shares; 2025Q2: 1,613 shares; 2025Q3: 1,601 shares; 2025Q4: 11,131 shares 11,131 $1.79M 0.23% +9,530 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,254 shares; 2024Q4: 23,563 shares; 2025Q1: 23,873 shares; 2025Q2: 25,886 shares; 2025Q3: 26,053 shares; 2025Q4: 26,595 shares 26,595 $1.79M 0.23% +542 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,236 shares; 2024Q4: 1,790 shares; 2025Q1: 1,826 shares; 2025Q2: 1,901 shares; 2025Q3: 1,910 shares; 2025Q4: 1,939 shares 1,939 $1.76M 0.23% +29 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,020 shares; 2024Q4: 10,960 shares; 2025Q1: 10,529 shares; 2025Q2: 10,396 shares; 2025Q3: 10,285 shares; 2025Q4: 10,316 shares 10,316 $1.73M 0.23% +31 Timeline ADMA ADMA BIOLOGICS INC More: the full row for ADMA BIOLOGICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 90,821 shares; 2025Q3: 91,486 shares; 2025Q4: 94,379 shares 94,379 $1.72M 0.23% +2,893 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,051 shares; 2024Q4: 26,493 shares; 2025Q1: 26,555 shares; 2025Q2: 27,042 shares; 2025Q3: 27,191 shares; 2025Q4: 27,752 shares 27,752 $1.67M 0.22% +561 Timeline CWAN CLEARWATER ANALYTICS HLDGS I More: the full row for CLEARWATER ANALYTICS HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,259 shares; 2024Q4: 60,748 shares; 2025Q1: 60,777 shares; 2025Q2: 65,627 shares; 2025Q3: 66,184 shares; 2025Q4: 68,856 shares 68,856 $1.66M 0.22% +2,672 Timeline BMI BADGER METER INC More: the full row for BADGER METER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,669 shares; 2024Q4: 9,747 shares; 2025Q1: 9,647 shares; 2025Q2: 9,284 shares; 2025Q3: 9,322 shares; 2025Q4: 9,493 shares 9,493 $1.66M 0.22% +171 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,142 shares; 2024Q4: 7,256 shares; 2025Q1: 7,264 shares; 2025Q2: 7,589 shares; 2025Q3: 7,645 shares; 2025Q4: 7,829 shares 7,829 $1.61M 0.21% +184 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: 3,426 shares; 2024Q4: 3,327 shares; 2025Q1: 3,299 shares; 2025Q2: 2,763 shares; 2025Q3: 2,751 shares; 2025Q4: 2,804 shares 2,804 $1.59M 0.21% +53 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 35,092 shares; 2025Q3: 35,397 shares; 2025Q4: 36,320 shares 36,320 $1.59M 0.21% +923 Timeline DOCS DOXIMITY INC More: the full row for DOXIMITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,454 shares; 2024Q4: 70,242 shares; 2025Q1: 57,299 shares; 2025Q2: 59,800 shares; 2025Q3: 61,929 shares; 2025Q4: 34,737 shares 34,737 $1.54M 0.2% -27,192 Timeline NXT NEXTPOWER INC More: the full row for NEXTPOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,555 shares 16,555 $1.44M 0.19% new Timeline TOST TOAST INC More: the full row for TOAST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 38,029 shares; 2025Q2: 38,302 shares; 2025Q3: 38,454 shares; 2025Q4: 40,363 shares 40,363 $1.43M 0.19% +1,909 Timeline HLI HOULIHAN LOKEY INC More: the full row for HOULIHAN LOKEY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,985 shares; 2025Q4: 8,200 shares 8,200 $1.43M 0.19% +215 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: 9,424 shares; 2024Q4: 9,417 shares; 2025Q1: 9,552 shares; 2025Q2: 10,003 shares; 2025Q3: 10,028 shares; 2025Q4: 10,214 shares 10,214 $1.39M 0.18% +186 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,722 shares; 2024Q4: 18,068 shares; 2025Q1: 18,114 shares; 2025Q2: 18,886 shares; 2025Q3: 19,038 shares; 2025Q4: 19,561 shares 19,561 $1.37M 0.18% +523 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,874 shares; 2024Q4: 7,056 shares; 2025Q1: 7,067 shares; 2025Q2: 7,610 shares; 2025Q3: 7,685 shares; 2025Q4: 8,133 shares 8,133 $1.28M 0.17% +448 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: 5,327 shares; 2024Q4: 5,425 shares; 2025Q1: 5,441 shares; 2025Q2: 5,551 shares; 2025Q3: 5,566 shares; 2025Q4: 5,712 shares 5,712 $1.28M 0.17% +146 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,820 shares; 2024Q4: 21,050 shares; 2025Q1: 11,369 shares; 2025Q2: 11,256 shares; 2025Q3: 11,337 shares; 2025Q4: 12,074 shares 12,074 $1.25M 0.16% +737 Timeline KNSL KINSALE CAP GROUP INC More: the full row for KINSALE CAP GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,359 shares; 2024Q4: 3,414 shares; 2025Q1: 3,430 shares; 2025Q2: 3,000 shares; 2025Q3: 3,010 shares; 2025Q4: 3,146 shares 3,146 $1.23M 0.16% +136 Timeline IOT SAMSARA INC More: the full row for SAMSARA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,778 shares; 2024Q4: 31,164 shares; 2025Q1: 31,148 shares; 2025Q2: 32,374 shares; 2025Q3: 32,700 shares; 2025Q4: 34,050 shares 34,050 $1.21M 0.16% +1,350 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: 1,502 shares; 2024Q4: 1,502 shares; 2025Q1: 1,502 shares; 2025Q2: 1,502 shares; 2025Q3: 1,502 shares; 2025Q4: 1,612 shares 1,612 $1.1M 0.14% +110 Timeline DT DYNATRACE INC More: the full row for DYNATRACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,348 shares; 2024Q4: 20,748 shares; 2025Q1: 20,890 shares; 2025Q2: 21,956 shares; 2025Q3: 22,184 shares; 2025Q4: 23,377 shares 23,377 $1.01M 0.13% +1,193 Timeline CHE CHEMED CORP NEW More: the full row for CHEMED CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,964 shares; 2024Q4: 2,008 shares; 2025Q1: 2,029 shares; 2025Q2: 2,115 shares; 2025Q3: 2,139 shares; 2025Q4: 2,288 shares 2,288 $979K 0.13% +149 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: not reported; 2024Q4: 2,087 shares; 2025Q1: 1,905 shares; 2025Q2: 3,134 shares; 2025Q3: 3,101 shares; 2025Q4: 2,804 shares 2,804 $879K 0.12% -297 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,445 shares; 2024Q4: 14,476 shares; 2025Q1: 12,173 shares; 2025Q2: 16,040 shares; 2025Q3: 15,884 shares; 2025Q4: 19,536 shares 19,536 $869K 0.11% +3,652 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,226 shares; 2025Q4: 11,222 shares 11,222 $855K 0.11% +996 Timeline IRMD IRADIMED CORP More: the full row for IRADIMED CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,003 shares; 2024Q4: 10,002 shares; 2025Q1: 9,503 shares; 2025Q2: 9,257 shares; 2025Q3: 9,204 shares; 2025Q4: 8,314 shares 8,314 $809K 0.11% -890 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: 2,888 shares; 2024Q4: 2,955 shares; 2025Q1: 2,993 shares; 2025Q2: 3,239 shares; 2025Q3: 3,275 shares; 2025Q4: 3,529 shares 3,529 $807K 0.11% +254 Timeline DUOL DUOLINGO INC More: the full row for DUOLINGO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,940 shares; 2024Q4: 4,909 shares; 2025Q1: 4,894 shares; 2025Q2: 7,073 shares; 2025Q3: 4,142 shares; 2025Q4: 4,390 shares 4,390 $770K 0.1% +248 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,940 shares; 2024Q4: 1,940 shares; 2025Q1: 1,468 shares; 2025Q2: 1,468 shares; 2025Q3: 1,468 shares; 2025Q4: 1,468 shares 1,468 $705K 0.09% 0 Timeline COCO VITA COCO CO INC More: the full row for VITA COCO CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,472 shares; 2024Q4: 8,365 shares; 2025Q1: 13,390 shares; 2025Q2: 13,904 shares; 2025Q3: 13,821 shares; 2025Q4: 13,126 shares 13,126 $696K 0.09% -695 Timeline ACMR ACM RESH INC More: the full row for ACM RESH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,674 shares; 2024Q4: 17,149 shares; 2025Q1: 16,823 shares; 2025Q2: 17,143 shares; 2025Q3: 17,125 shares; 2025Q4: 16,184 shares 16,184 $638K 0.08% -941 Timeline CAMT CAMTEK LTD More: the full row for CAMTEK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,054 shares; 2025Q3: 6,022 shares; 2025Q4: 5,781 shares 5,781 $615K 0.08% -241 Timeline WGS GENEDX HOLDINGS CORP More: the full row for GENEDX HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,770 shares; 2025Q3: 4,770 shares; 2025Q4: 4,557 shares 4,557 $593K 0.08% -213 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,570 shares; 2024Q4: 6,318 shares; 2025Q1: 5,623 shares; 2025Q2: 11,030 shares; 2025Q3: 11,280 shares; 2025Q4: 13,535 shares 13,535 $591K 0.08% +2,255 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,109 shares; 2024Q4: 8,061 shares; 2025Q1: 7,098 shares; 2025Q2: 11,182 shares; 2025Q3: 11,444 shares; 2025Q4: 14,290 shares 14,290 $575K 0.08% +2,846 Timeline DRD DRDGOLD LIMITED More: the full row for DRDGOLD LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,775 shares 17,775 $551K 0.07% new Timeline CPRX CATALYST PHARMACEUTICALS INC More: the full row for CATALYST PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,067 shares; 2024Q4: 27,039 shares; 2025Q1: 25,844 shares; 2025Q2: 23,333 shares; 2025Q3: 23,333 shares; 2025Q4: 22,556 shares 22,556 $526K 0.07% -777 Timeline NSSC NAPCO SEC TECHNOLOGIES INC More: the full row for NAPCO SEC TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,267 shares; 2024Q4: 11,422 shares; 2025Q1: 11,012 shares; 2025Q2: 13,164 shares; 2025Q3: 13,164 shares; 2025Q4: 12,613 shares 12,613 $526K 0.07% -551 Timeline AGYS AGILYSYS INC More: the full row for AGILYSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,506 shares; 2024Q4: 4,501 shares; 2025Q1: 4,347 shares; 2025Q2: 4,514 shares; 2025Q3: 4,513 shares; 2025Q4: 4,318 shares 4,318 $513K 0.07% -195 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,327 shares; 2024Q4: 1,328 shares; 2025Q1: 1,308 shares; 2025Q2: 1,308 shares; 2025Q3: 1,609 shares; 2025Q4: 1,438 shares 1,438 $504K 0.07% -171 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,621 shares; 2025Q3: 1,621 shares; 2025Q4: 1,621 shares 1,621 $499K 0.07% 0 Timeline DAVE DAVE INC More: the full row for DAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,355 shares; 2025Q3: 2,352 shares; 2025Q4: 2,253 shares 2,253 $499K 0.07% -99 Timeline HRMY HARMONY BIOSCIENCES HLDGS IN More: the full row for HARMONY BIOSCIENCES HLDGS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,304 shares; 2024Q4: 13,396 shares; 2025Q1: 12,911 shares; 2025Q2: 13,641 shares; 2025Q3: 13,641 shares; 2025Q4: 13,080 shares 13,080 $489K 0.06% -561 Timeline SKWD SKYWARD SPECIALTY INS GROUP More: the full row for SKYWARD SPECIALTY INS GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,783 shares; 2024Q4: 6,712 shares; 2025Q1: 6,138 shares; 2025Q2: 9,586 shares; 2025Q3: 9,567 shares; 2025Q4: 9,209 shares 9,209 $471K 0.06% -358 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,611 shares; 2024Q4: 4,635 shares; 2025Q1: 4,505 shares; 2025Q2: 4,493 shares; 2025Q3: 4,517 shares; 2025Q4: 4,590 shares 4,590 $471K 0.06% +73 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: 2,104 shares; 2024Q4: 2,104 shares; 2025Q1: 2,204 shares; 2025Q2: 2,104 shares; 2025Q3: 2,104 shares; 2025Q4: 2,410 shares 2,410 $470K 0.06% +306 Timeline CSW CSW INDUSTRIALS INC More: the full row for CSW INDUSTRIALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,795 shares; 2024Q4: 1,668 shares; 2025Q1: 1,584 shares; 2025Q2: 1,666 shares; 2025Q3: 1,655 shares; 2025Q4: 1,591 shares 1,591 $467K 0.06% -64 Timeline MGRC MCGRATH RENTCORP More: the full row for MCGRATH RENTCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,610 shares; 2024Q4: 4,637 shares; 2025Q1: 4,457 shares; 2025Q2: 4,556 shares; 2025Q3: 4,556 shares; 2025Q4: 4,320 shares 4,320 $453K 0.06% -236 Timeline UFPT UFP TECHNOLOGIES INC More: the full row for UFP TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,166 shares; 2024Q4: 1,157 shares; 2025Q1: 1,051 shares; 2025Q2: 2,065 shares; 2025Q3: 2,065 shares; 2025Q4: 1,985 shares 1,985 $441K 0.06% -80 Timeline AAON AAON INC More: the full row for AAON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,544 shares; 2024Q4: 5,671 shares; 2025Q1: 5,447 shares; 2025Q2: 5,674 shares; 2025Q3: 5,674 shares; 2025Q4: 5,429 shares 5,429 $414K 0.05% -245 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: 692 shares; 2024Q4: 692 shares; 2025Q1: 692 shares; 2025Q2: 656 shares; 2025Q3: 653 shares; 2025Q4: 653 shares 653 $410K 0.05% 0 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,606 shares; 2025Q1: not reported; 2025Q2: 1,481 shares; 2025Q3: 1,464 shares; 2025Q4: 1,331 shares 1,331 $408K 0.05% -133 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,560 shares 2,560 $397K 0.05% new Timeline CRC CALIFORNIA RES CORP More: the full row for CALIFORNIA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,963 shares; 2024Q4: 9,042 shares; 2025Q1: 8,636 shares; 2025Q2: 9,196 shares; 2025Q3: 9,192 shares; 2025Q4: 8,828 shares 8,828 $395K 0.05% -364 Timeline PGF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 407,643 shares; 2024Q4: 250,510 shares; 2025Q1: 29,181 shares; 2025Q2: 29,181 shares; 2025Q3: 28,617 shares; 2025Q4: 27,522 shares 27,522 $389K 0.05% -1,095 Timeline VITL VITAL FARMS INC More: the full row for VITAL FARMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,879 shares; 2024Q4: 12,433 shares; 2025Q1: 11,881 shares; 2025Q2: 12,551 shares; 2025Q3: 12,551 shares; 2025Q4: 12,061 shares 12,061 $385K 0.05% -490 Timeline AWR AMER STATES WTR CO More: the full row for AMER STATES WTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,343 shares; 2024Q4: 5,405 shares; 2025Q1: 5,210 shares; 2025Q2: 5,472 shares; 2025Q3: 5,503 shares; 2025Q4: 5,247 shares 5,247 $380K 0.05% -256 Timeline VSS 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: 1,963 shares; 2024Q4: 1,963 shares; 2025Q1: 2,009 shares; 2025Q2: 2,446 shares; 2025Q3: 2,471 shares; 2025Q4: 2,539 shares 2,539 $364K 0.05% +68 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,747 shares; 2025Q3: 6,144 shares; 2025Q4: 6,326 shares 6,326 $346K 0.05% +182 Timeline HG HAMILTON INSURANCE GROUP LTD More: the full row for HAMILTON INSURANCE GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,545 shares; 2025Q1: 13,291 shares; 2025Q2: 12,431 shares; 2025Q3: 12,294 shares; 2025Q4: 11,888 shares 11,888 $332K 0.04% -406 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: 1,079 shares; 2024Q4: 969 shares; 2025Q1: 933 shares; 2025Q2: 784 shares; 2025Q3: 784 shares; 2025Q4: 739 shares 739 $330K 0.04% -45 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: 6,968 shares; 2024Q4: 6,455 shares; 2025Q1: 6,613 shares; 2025Q2: 2,577 shares; 2025Q3: 2,603 shares; 2025Q4: 2,628 shares 2,628 $324K 0.04% +25 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: 1,387 shares; 2024Q4: 1,396 shares; 2025Q1: not reported; 2025Q2: 1,528 shares; 2025Q3: 1,522 shares; 2025Q4: 1,323 shares 1,323 $320K 0.04% -199 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: 3,073 shares; 2024Q4: 3,073 shares; 2025Q1: 2,583 shares; 2025Q2: 2,486 shares; 2025Q3: 2,486 shares; 2025Q4: 2,662 shares 2,662 $320K 0.04% +176 Timeline STEP STEPSTONE GROUP INC More: the full row for STEPSTONE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,467 shares; 2024Q4: 31,798 shares; 2025Q1: 32,066 shares; 2025Q2: 5,237 shares; 2025Q3: 5,237 shares; 2025Q4: 4,939 shares 4,939 $317K 0.04% -298 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,454 shares; 2024Q4: 1,372 shares; 2025Q1: 1,239 shares; 2025Q2: 1,108 shares; 2025Q3: 731 shares; 2025Q4: 704 shares 704 $317K 0.04% -27 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: 3,649 shares; 2024Q4: 3,649 shares; 2025Q1: 3,949 shares; 2025Q2: 3,649 shares; 2025Q3: 3,649 shares; 2025Q4: 3,649 shares 3,649 $307K 0.04% 0 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 785 shares; 2024Q4: 785 shares; 2025Q1: 785 shares; 2025Q2: 785 shares; 2025Q3: 785 shares; 2025Q4: 785 shares 785 $306K 0.04% 0 Timeline AMPH AMPHASTAR PHARMACEUTICALS IN More: the full row for AMPHASTAR PHARMACEUTICALS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,952 shares; 2024Q4: 10,078 shares; 2025Q1: 9,888 shares; 2025Q2: 11,429 shares; 2025Q3: 11,628 shares; 2025Q4: 11,342 shares 11,342 $304K 0.04% -286 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,097 shares; 2024Q4: 1,097 shares; 2025Q1: 1,097 shares; 2025Q2: 1,097 shares; 2025Q3: 1,012 shares; 2025Q4: 1,012 shares 1,012 $300K 0.04% 0 Timeline POWL POWELL INDS INC More: the full row for POWELL INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,464 shares; 2024Q4: 1,410 shares; 2025Q1: 1,287 shares; 2025Q2: 1,210 shares; 2025Q3: 1,195 shares; 2025Q4: 938 shares 938 $299K 0.04% -257 Timeline LRN STRIDE INC More: the full row for STRIDE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,837 shares; 2024Q4: 6,789 shares; 2025Q1: 18,536 shares; 2025Q2: 25,391 shares; 2025Q3: 26,343 shares; 2025Q4: 4,527 shares 4,527 $294K 0.04% -21,816 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: 2,951 shares; 2024Q4: 3,194 shares; 2025Q1: 475 shares; 2025Q2: 633 shares; 2025Q3: 631 shares; 2025Q4: 629 shares 629 $285K 0.04% -2 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,926 shares; 2024Q4: 3,234 shares; 2025Q1: 3,187 shares; 2025Q2: 2,404 shares; 2025Q3: 2,412 shares; 2025Q4: 2,460 shares 2,460 $280K 0.04% +48 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: 270 shares; 2024Q4: 270 shares; 2025Q1: 270 shares; 2025Q2: 270 shares; 2025Q3: 270 shares; 2025Q4: 270 shares 270 $272K 0.04% 0 Timeline TGLS TECNOGLASS INC More: the full row for TECNOGLASS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,488 shares; 2025Q3: 5,488 shares; 2025Q4: 5,318 shares 5,318 $268K 0.04% -170 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 404 shares; 2025Q3: 404 shares; 2025Q4: 404 shares 404 $264K 0.03% 0 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,880 shares; 2024Q4: 2,735 shares; 2025Q1: 2,771 shares; 2025Q2: 1,237 shares; 2025Q3: 1,246 shares; 2025Q4: 1,228 shares 1,228 $260K 0.03% -18 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,591 shares; 2024Q4: 53,296 shares; 2025Q1: 51,943 shares; 2025Q2: 4,720 shares; 2025Q3: 4,720 shares; 2025Q4: 4,720 shares 4,720 $259K 0.03% 0 Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,320 shares; 2025Q3: 9,953 shares; 2025Q4: 11,318 shares 11,318 $256K 0.03% +1,365 Timeline ODD ODDITY TECH LTD More: the full row for ODDITY TECH LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25,370 shares; 2025Q3: 25,560 shares; 2025Q4: 6,300 shares 6,300 $253K 0.03% -19,260 Timeline SAIA SAIA INC More: the full row for SAIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 588 shares; 2024Q4: 594 shares; 2025Q1: 594 shares; 2025Q2: 770 shares; 2025Q3: 770 shares; 2025Q4: 740 shares 740 $242K 0.03% -30 Timeline NSIT INSIGHT ENTERPRISES INC More: the full row for INSIGHT ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,937 shares; 2024Q4: 2,857 shares; 2025Q1: 2,745 shares; 2025Q2: 2,973 shares; 2025Q3: 2,973 shares; 2025Q4: 2,900 shares 2,900 $236K 0.03% -73 Timeline CORT CORCEPT THERAPEUTICS INC More: the full row for CORCEPT THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,443 shares; 2024Q4: 12,300 shares; 2025Q1: 11,376 shares; 2025Q2: 7,002 shares; 2025Q3: 7,002 shares; 2025Q4: 6,600 shares 6,600 $230K 0.03% -402 Timeline MHO M/I HOMES INC More: the full row for M/I HOMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,042 shares; 2024Q4: 2,022 shares; 2025Q1: 1,887 shares; 2025Q2: not reported; 2025Q3: 1,777 shares; 2025Q4: 1,734 shares 1,734 $222K 0.03% -43 Timeline WHD CACTUS INC More: the full row for CACTUS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,895 shares; 2024Q4: 4,001 shares; 2025Q1: not reported; 2025Q2: 4,986 shares; 2025Q3: not reported; 2025Q4: 4,772 shares 4,772 $218K 0.03% new Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,265 shares 7,265 $215K 0.03% new Timeline UFPI UFP INDUSTRIES INC More: the full row for UFP INDUSTRIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,125 shares; 2024Q4: 2,103 shares; 2025Q1: 2,126 shares; 2025Q2: 2,500 shares; 2025Q3: 2,500 shares; 2025Q4: 2,356 shares 2,356 $214K 0.03% -144 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,987 shares 3,987 $211K 0.03% new Timeline NNY NUVEEN N Y MUN VALUE FD More: the full row for NUVEEN N Y MUN VALUE FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,049 shares; 2024Q4: 14,049 shares; 2025Q1: 14,049 shares; 2025Q2: 14,049 shares; 2025Q3: 14,049 shares; 2025Q4: 14,049 shares 14,049 $120K 0.02% 0 Timeline