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: 338,064 shares; 2024Q4: 345,634 shares; 2025Q1: 344,263 shares; 2025Q2: 327,931 shares; 2025Q3: 321,963 shares; 2025Q4: 321,888 shares 321,888 $87.5M 5.98% -75 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: 219,004 shares; 2024Q4: 216,106 shares; 2025Q1: 212,990 shares; 2025Q2: 202,898 shares; 2025Q3: 196,635 shares; 2025Q4: 191,837 shares 191,837 $85.4M 5.84% -4,798 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 905,508 shares; 2024Q4: 893,610 shares; 2025Q1: 867,297 shares; 2025Q2: 861,984 shares; 2025Q3: 844,383 shares; 2025Q4: 834,475 shares 834,475 $50.4M 3.45% -9,908 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: 62,991 shares; 2024Q4: 63,916 shares; 2025Q1: 64,398 shares; 2025Q2: 65,404 shares; 2025Q3: 65,763 shares; 2025Q4: 66,692 shares 66,692 $45.5M 3.11% +929 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: 59,793 shares; 2024Q4: 59,535 shares; 2025Q1: 59,515 shares; 2025Q2: 51,941 shares; 2025Q3: 52,269 shares; 2025Q4: 51,181 shares 51,181 $45M 3.07% -1,088 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: 133,928 shares; 2024Q4: 137,795 shares; 2025Q1: 128,829 shares; 2025Q2: 126,027 shares; 2025Q3: 124,423 shares; 2025Q4: 121,758 shares 121,758 $38.2M 2.61% -2,665 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: 66,495 shares; 2024Q4: 71,296 shares; 2025Q1: 72,978 shares; 2025Q2: 73,574 shares; 2025Q3: 72,243 shares; 2025Q4: 74,657 shares 74,657 $36.1M 2.47% +2,414 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: 116,895 shares; 2024Q4: 110,412 shares; 2025Q1: 110,180 shares; 2025Q2: 108,244 shares; 2025Q3: 105,874 shares; 2025Q4: 105,457 shares 105,457 $34M 2.32% -417 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: 84,700 shares; 2024Q4: 85,189 shares; 2025Q1: 89,676 shares; 2025Q2: 91,194 shares; 2025Q3: 90,712 shares; 2025Q4: 93,448 shares 93,448 $31.3M 2.14% +2,736 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: 57,501 shares; 2024Q4: 57,090 shares; 2025Q1: 58,300 shares; 2025Q2: 58,533 shares; 2025Q3: 58,416 shares; 2025Q4: 58,899 shares 58,899 $29.6M 2.02% +483 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: 89,235 shares; 2024Q4: 92,528 shares; 2025Q1: 90,242 shares; 2025Q2: 88,955 shares; 2025Q3: 87,214 shares; 2025Q4: 87,721 shares 87,721 $27.5M 1.88% +507 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: 87,711 shares; 2024Q4: 94,492 shares; 2025Q1: 99,763 shares; 2025Q2: 100,251 shares; 2025Q3: 101,654 shares; 2025Q4: 103,923 shares 103,923 $24M 1.64% +2,269 Timeline VEU 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: 227,878 shares; 2024Q4: 238,548 shares; 2025Q1: 286,088 shares; 2025Q2: 292,235 shares; 2025Q3: 299,618 shares; 2025Q4: 303,062 shares 303,062 $22.3M 1.52% +3,444 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: 41,813 shares; 2024Q4: 42,123 shares; 2025Q1: 40,102 shares; 2025Q2: 39,145 shares; 2025Q3: 38,969 shares; 2025Q4: 38,543 shares 38,543 $22.1M 1.51% -426 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 207,436 shares; 2024Q4: 202,340 shares; 2025Q1: 174,747 shares; 2025Q2: 174,273 shares; 2025Q3: 172,184 shares; 2025Q4: 167,529 shares 167,529 $21.9M 1.49% -4,655 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: 94,123 shares; 2024Q4: 102,939 shares; 2025Q1: 116,133 shares; 2025Q2: 113,651 shares; 2025Q3: 111,981 shares; 2025Q4: 114,913 shares 114,913 $21.4M 1.46% +2,932 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: 36,642 shares; 2024Q4: 39,697 shares; 2025Q1: 39,763 shares; 2025Q2: 40,323 shares; 2025Q3: 40,197 shares; 2025Q4: 40,967 shares 40,967 $19.4M 1.33% +770 Timeline TRMB TRIMBLE INC More: the full row for TRIMBLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 258,922 shares; 2024Q4: 254,656 shares; 2025Q1: 250,891 shares; 2025Q2: 244,291 shares; 2025Q3: 247,691 shares; 2025Q4: 239,524 shares 239,524 $18.8M 1.28% -8,167 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: 206,866 shares; 2024Q4: 210,839 shares; 2025Q1: 216,872 shares; 2025Q2: 214,692 shares; 2025Q3: 218,787 shares; 2025Q4: 214,783 shares 214,783 $17.4M 1.19% -4,004 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: 86,214 shares; 2024Q4: 88,745 shares; 2025Q1: 91,283 shares; 2025Q2: 91,228 shares; 2025Q3: 90,216 shares; 2025Q4: 88,840 shares 88,840 $16.3M 1.11% -1,376 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,658 shares; 2024Q4: 77,439 shares; 2025Q1: 89,585 shares; 2025Q2: 88,516 shares; 2025Q3: 87,029 shares; 2025Q4: 84,747 shares 84,747 $15.3M 1.04% -2,282 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: 59,885 shares; 2024Q4: 60,101 shares; 2025Q1: 60,917 shares; 2025Q2: 60,603 shares; 2025Q3: 59,923 shares; 2025Q4: 65,123 shares 65,123 $14.9M 1.02% +5,200 Timeline PRF 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: 296,752 shares; 2024Q4: 296,023 shares; 2025Q1: 299,266 shares; 2025Q2: 305,775 shares; 2025Q3: 302,341 shares; 2025Q4: 311,689 shares 311,689 $14.6M 1% +9,348 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: 152,153 shares; 2024Q4: 153,239 shares; 2025Q1: 151,528 shares; 2025Q2: 151,131 shares; 2025Q3: 148,556 shares; 2025Q4: 147,668 shares 147,668 $12.9M 0.88% -888 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: 59,831 shares; 2024Q4: 62,380 shares; 2025Q1: 60,321 shares; 2025Q2: 59,981 shares; 2025Q3: 59,015 shares; 2025Q4: 59,445 shares 59,445 $12.3M 0.84% +430 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: 43,561 shares; 2024Q4: 42,186 shares; 2025Q1: 42,021 shares; 2025Q2: 40,386 shares; 2025Q3: 40,022 shares; 2025Q4: 39,792 shares 39,792 $12.1M 0.83% -230 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105,281 shares; 2024Q4: 100,439 shares; 2025Q1: 99,440 shares; 2025Q2: 94,698 shares; 2025Q3: 92,266 shares; 2025Q4: 86,513 shares 86,513 $11.9M 0.81% -5,753 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: 30,008 shares; 2024Q4: 31,483 shares; 2025Q1: 33,430 shares; 2025Q2: 33,144 shares; 2025Q3: 32,835 shares; 2025Q4: 33,353 shares 33,353 $11.7M 0.8% +518 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: 20,126 shares; 2024Q4: 20,185 shares; 2025Q1: 20,270 shares; 2025Q2: 20,118 shares; 2025Q3: 19,765 shares; 2025Q4: 20,243 shares 20,243 $11.6M 0.79% +478 Timeline CNM CORE & MAIN INC More: the full row for CORE & MAIN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 233,940 shares; 2024Q4: 235,911 shares; 2025Q1: 225,539 shares; 2025Q2: 220,241 shares; 2025Q3: 219,251 shares; 2025Q4: 211,496 shares 211,496 $11M 0.75% -7,755 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: 36,171 shares; 2024Q4: 36,292 shares; 2025Q1: 36,590 shares; 2025Q2: 36,497 shares; 2025Q3: 35,993 shares; 2025Q4: 35,910 shares 35,910 $9.81M 0.67% -83 Timeline TPG TPG INC More: the full row for TPG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,834 shares; 2024Q4: 30,220 shares; 2025Q1: 55,463 shares; 2025Q2: 76,985 shares; 2025Q3: 142,372 shares; 2025Q4: 141,033 shares 141,033 $9M 0.62% -1,339 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,919 shares; 2024Q4: 3,981 shares; 2025Q1: 4,074 shares; 2025Q2: 4,092 shares; 2025Q3: 4,106 shares; 2025Q4: 4,146 shares 4,146 $8.91M 0.61% +40 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,342 shares; 2025Q1: 8,354 shares; 2025Q2: 8,304 shares; 2025Q3: 8,247 shares; 2025Q4: 8,220 shares 8,220 $8.8M 0.6% -27 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: 30,570 shares; 2024Q4: 30,895 shares; 2025Q1: 32,307 shares; 2025Q2: 32,325 shares; 2025Q3: 33,335 shares; 2025Q4: 33,157 shares 33,157 $8.7M 0.59% -178 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 114,974 shares; 2024Q4: 107,700 shares; 2025Q1: 107,897 shares; 2025Q2: 89,626 shares; 2025Q3: 84,955 shares; 2025Q4: 74,543 shares 74,543 $8.7M 0.59% -10,412 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: 12,149 shares; 2024Q4: 13,418 shares; 2025Q1: 15,274 shares; 2025Q2: 15,240 shares; 2025Q3: 15,056 shares; 2025Q4: 14,991 shares 14,991 $8.69M 0.59% -65 Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,856 shares; 2024Q4: 23,073 shares; 2025Q1: 26,610 shares; 2025Q2: 26,468 shares; 2025Q3: 26,460 shares; 2025Q4: 26,460 shares 26,460 $8.56M 0.59% 0 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,535 shares; 2024Q4: 8,799 shares; 2025Q1: 12,417 shares; 2025Q2: 12,309 shares; 2025Q3: 12,111 shares; 2025Q4: 12,637 shares 12,637 $8.34M 0.57% +526 Timeline NJR NEW JERSEY RES CORP More: the full row for NEW JERSEY RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 192,210 shares; 2024Q4: 188,828 shares; 2025Q1: 190,629 shares; 2025Q2: 186,210 shares; 2025Q3: 182,568 shares; 2025Q4: 179,107 shares 179,107 $8.26M 0.56% -3,461 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,415 shares; 2024Q4: 5,421 shares; 2025Q1: 6,803 shares; 2025Q2: 8,419 shares; 2025Q3: 10,637 shares; 2025Q4: 10,564 shares 10,564 $8.15M 0.56% -73 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,212 shares; 2024Q4: 49,475 shares; 2025Q1: 55,476 shares; 2025Q2: 56,872 shares; 2025Q3: 58,515 shares; 2025Q4: 59,216 shares 59,216 $8.11M 0.55% +701 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,206 shares; 2024Q4: 37,675 shares; 2025Q1: 40,178 shares; 2025Q2: 40,516 shares; 2025Q3: 40,491 shares; 2025Q4: 41,483 shares 41,483 $8.1M 0.55% +992 Timeline HXL HEXCEL CORP NEW More: the full row for HEXCEL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 124,145 shares; 2024Q4: 125,460 shares; 2025Q1: 128,897 shares; 2025Q2: 108,627 shares; 2025Q3: 108,927 shares; 2025Q4: 107,802 shares 107,802 $7.97M 0.54% -1,125 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: 33,273 shares; 2024Q4: 36,315 shares; 2025Q1: 36,900 shares; 2025Q2: 36,380 shares; 2025Q3: 33,583 shares; 2025Q4: 33,488 shares 33,488 $7.65M 0.52% -95 Timeline EG EVEREST GROUP LTD More: the full row for EVEREST GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,667 shares; 2024Q4: 16,608 shares; 2025Q1: 16,375 shares; 2025Q2: 16,425 shares; 2025Q3: 17,942 shares; 2025Q4: 21,239 shares 21,239 $7.21M 0.49% +3,297 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: 19,438 shares; 2024Q4: 19,889 shares; 2025Q1: 21,039 shares; 2025Q2: 20,509 shares; 2025Q3: 20,157 shares; 2025Q4: 20,300 shares 20,300 $6.99M 0.48% +143 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: 9,122 shares; 2024Q4: 9,290 shares; 2025Q1: 11,724 shares; 2025Q2: 12,069 shares; 2025Q3: 12,234 shares; 2025Q4: 11,763 shares 11,763 $6.66M 0.46% -471 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: 34,229 shares; 2024Q4: 39,754 shares; 2025Q1: 41,265 shares; 2025Q2: 41,200 shares; 2025Q3: 41,129 shares; 2025Q4: 41,450 shares 41,450 $6.39M 0.44% +321 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: 159,290 shares; 2024Q4: 159,130 shares; 2025Q1: 164,332 shares; 2025Q2: 168,718 shares; 2025Q3: 166,993 shares; 2025Q4: 162,323 shares 162,323 $6.35M 0.43% -4,670 Timeline AXS AXIS CAP HLDGS LTD More: the full row for AXIS CAP HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,345 shares; 2024Q4: 80,813 shares; 2025Q1: 77,274 shares; 2025Q2: 74,487 shares; 2025Q3: 58,833 shares; 2025Q4: 58,942 shares 58,942 $6.31M 0.43% +109 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: 28,734 shares; 2024Q4: 28,392 shares; 2025Q1: 29,645 shares; 2025Q2: 30,526 shares; 2025Q3: 30,532 shares; 2025Q4: 30,547 shares 30,547 $6.27M 0.43% +15 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: 25,330 shares; 2024Q4: 25,620 shares; 2025Q1: 26,959 shares; 2025Q2: 27,084 shares; 2025Q3: 26,584 shares; 2025Q4: 26,570 shares 26,570 $6.15M 0.42% -14 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: 1,184 shares; 2024Q4: 1,184 shares; 2025Q1: 1,155 shares; 2025Q2: 1,142 shares; 2025Q3: 1,147 shares; 2025Q4: 1,131 shares 1,131 $6.06M 0.41% -16 Timeline CPK CHESAPEAKE UTILS CORP More: the full row for CHESAPEAKE UTILS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,389 shares; 2024Q4: 51,601 shares; 2025Q1: 51,407 shares; 2025Q2: 51,373 shares; 2025Q3: 48,857 shares; 2025Q4: 48,567 shares 48,567 $6.06M 0.41% -290 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: 55,607 shares; 2024Q4: 50,912 shares; 2025Q1: 49,239 shares; 2025Q2: 48,568 shares; 2025Q3: 49,253 shares; 2025Q4: 49,153 shares 49,153 $5.92M 0.4% -100 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,923 shares; 2024Q4: 46,939 shares; 2025Q1: 44,588 shares; 2025Q2: 44,587 shares; 2025Q3: 41,733 shares; 2025Q4: 40,967 shares 40,967 $5.88M 0.4% -766 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,230 shares; 2024Q4: 15,271 shares; 2025Q1: 23,980 shares; 2025Q2: 26,435 shares; 2025Q3: 27,647 shares; 2025Q4: 29,901 shares 29,901 $5.73M 0.39% +2,254 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: 12,756 shares; 2024Q4: 12,849 shares; 2025Q1: 12,849 shares; 2025Q2: 10,927 shares; 2025Q3: 10,810 shares; 2025Q4: 10,810 shares 10,810 $5.65M 0.39% 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: 35,613 shares; 2024Q4: 38,978 shares; 2025Q1: 39,399 shares; 2025Q2: 39,075 shares; 2025Q3: 38,899 shares; 2025Q4: 38,982 shares 38,982 $5.59M 0.38% +83 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: 27,382 shares; 2024Q4: 30,264 shares; 2025Q1: 30,618 shares; 2025Q2: 30,173 shares; 2025Q3: 28,272 shares; 2025Q4: 27,872 shares 27,872 $5.43M 0.37% -400 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: 52,381 shares; 2024Q4: 51,852 shares; 2025Q1: 51,171 shares; 2025Q2: 48,793 shares; 2025Q3: 45,430 shares; 2025Q4: 41,375 shares 41,375 $5.18M 0.35% -4,055 Timeline VOE 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: 21,093 shares; 2024Q4: 21,484 shares; 2025Q1: 24,436 shares; 2025Q2: 25,579 shares; 2025Q3: 26,840 shares; 2025Q4: 28,655 shares 28,655 $5.08M 0.35% +1,815 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: 8,020 shares; 2024Q4: 7,895 shares; 2025Q1: 7,895 shares; 2025Q2: 7,845 shares; 2025Q3: 7,743 shares; 2025Q4: 7,508 shares 7,508 $5.08M 0.35% -235 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: 35,057 shares; 2024Q4: 109,479 shares; 2025Q1: 157,243 shares; 2025Q2: 156,793 shares; 2025Q3: 156,468 shares; 2025Q4: 136,303 shares 136,303 $5.03M 0.34% -20,165 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,982 shares; 2024Q4: 24,717 shares; 2025Q1: 25,160 shares; 2025Q2: 24,790 shares; 2025Q3: 25,880 shares; 2025Q4: 25,367 shares 25,367 $5M 0.34% -513 Timeline BBJP J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,695 shares; 2024Q4: 59,181 shares; 2025Q1: 65,161 shares; 2025Q2: 67,363 shares; 2025Q3: 71,255 shares; 2025Q4: 73,940 shares 73,940 $4.87M 0.33% +2,685 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: 6,962 shares; 2024Q4: 6,882 shares; 2025Q1: 6,958 shares; 2025Q2: 6,609 shares; 2025Q3: 6,419 shares; 2025Q4: 5,877 shares 5,877 $4.82M 0.33% -542 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,383 shares; 2024Q4: 10,836 shares; 2025Q1: 13,067 shares; 2025Q2: 15,732 shares; 2025Q3: 15,624 shares; 2025Q4: 14,972 shares 14,972 $4.68M 0.32% -652 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,777 shares; 2024Q4: 16,763 shares; 2025Q1: 16,312 shares; 2025Q2: 16,119 shares; 2025Q3: 15,882 shares; 2025Q4: 15,840 shares 15,840 $4.65M 0.32% -42 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,052 shares; 2024Q4: 7,957 shares; 2025Q1: 7,933 shares; 2025Q2: 7,934 shares; 2025Q3: 7,779 shares; 2025Q4: 7,790 shares 7,790 $4.47M 0.31% +11 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: 44,806 shares; 2024Q4: 44,670 shares; 2025Q1: 44,574 shares; 2025Q2: 44,631 shares; 2025Q3: 44,222 shares; 2025Q4: 42,211 shares 42,211 $4.44M 0.3% -2,011 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: 3,244 shares; 2024Q4: 3,427 shares; 2025Q1: 4,390 shares; 2025Q2: 4,440 shares; 2025Q3: 4,619 shares; 2025Q4: 4,142 shares 4,142 $4.43M 0.3% -477 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,574 shares; 2024Q4: 5,466 shares; 2025Q1: 5,658 shares; 2025Q2: 16,879 shares; 2025Q3: 17,356 shares; 2025Q4: 18,043 shares 18,043 $4.37M 0.3% +687 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: not reported; 2024Q4: 1,234 shares; 2025Q1: 1,479 shares; 2025Q2: 1,500 shares; 2025Q3: 4,604 shares; 2025Q4: 21,709 shares 21,709 $4.21M 0.29% +17,105 Timeline ENPH ENPHASE ENERGY INC More: the full row for ENPHASE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 178,814 shares; 2024Q4: 178,394 shares; 2025Q1: 179,059 shares; 2025Q2: 144,666 shares; 2025Q3: 127,774 shares; 2025Q4: 129,997 shares 129,997 $4.17M 0.28% +2,223 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: 8,508 shares; 2024Q4: 8,867 shares; 2025Q1: 8,952 shares; 2025Q2: 13,785 shares; 2025Q3: 13,542 shares; 2025Q4: 12,329 shares 12,329 $4.07M 0.28% -1,213 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: 6,598 shares; 2024Q4: 13,318 shares; 2025Q1: 14,002 shares; 2025Q2: 14,638 shares; 2025Q3: 15,641 shares; 2025Q4: 18,279 shares 18,279 $4.02M 0.27% +2,638 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,723 shares; 2024Q4: 2,320 shares; 2025Q1: 2,434 shares; 2025Q2: 3,127 shares; 2025Q3: 4,203 shares; 2025Q4: 6,352 shares 6,352 $3.9M 0.27% +2,149 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: 40,828 shares; 2024Q4: 43,029 shares; 2025Q1: 47,800 shares; 2025Q2: 48,413 shares; 2025Q3: 48,897 shares; 2025Q4: 48,119 shares 48,119 $3.79M 0.26% -778 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: 56,292 shares; 2024Q4: 53,468 shares; 2025Q1: 50,363 shares; 2025Q2: 19,492 shares; 2025Q3: 18,556 shares; 2025Q4: 18,524 shares 18,524 $3.61M 0.25% -32 Timeline IDN INTELLICHECK MOBILISA INC More: the full row for INTELLICHECK MOBILISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,263,054 shares; 2024Q4: 1,096,754 shares; 2025Q1: 880,290 shares; 2025Q2: 521,229 shares; 2025Q3: 515,279 shares; 2025Q4: 516,029 shares 516,029 $3.45M 0.24% +750 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: 3,638 shares; 2024Q4: 3,638 shares; 2025Q1: 3,972 shares; 2025Q2: 9,010 shares; 2025Q3: 8,965 shares; 2025Q4: 8,828 shares 8,828 $3.44M 0.23% -137 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,969 shares; 2024Q4: 6,262 shares; 2025Q1: 11,570 shares; 2025Q2: 13,577 shares; 2025Q3: 11,158 shares; 2025Q4: 14,835 shares 14,835 $3.34M 0.23% +3,677 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: 17,730 shares; 2024Q4: 20,600 shares; 2025Q1: 20,843 shares; 2025Q2: 21,286 shares; 2025Q3: 21,819 shares; 2025Q4: 21,936 shares 21,936 $3.34M 0.23% +117 Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,591 shares; 2024Q4: 15,494 shares; 2025Q1: 15,446 shares; 2025Q2: 13,577 shares; 2025Q3: 13,042 shares; 2025Q4: 11,897 shares 11,897 $3.27M 0.22% -1,145 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: 149 shares; 2024Q4: 149 shares; 2025Q1: 149 shares; 2025Q2: 237 shares; 2025Q3: 1,858 shares; 2025Q4: 1,908 shares 1,908 $3.23M 0.22% +50 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: 8,462 shares; 2024Q4: 8,607 shares; 2025Q1: 9,645 shares; 2025Q2: 9,662 shares; 2025Q3: 9,462 shares; 2025Q4: 9,289 shares 9,289 $3.21M 0.22% -173 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: 20,311 shares; 2024Q4: 20,636 shares; 2025Q1: 20,521 shares; 2025Q2: 19,371 shares; 2025Q3: 17,347 shares; 2025Q4: 11,131 shares 11,131 $3.18M 0.22% -6,216 Timeline TFII TFI INTERNATIONAL INC More: the full row for TFI INTERNATIONAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,997 shares; 2024Q4: 29,457 shares; 2025Q1: 31,203 shares; 2025Q2: 30,894 shares; 2025Q3: 30,415 shares; 2025Q4: 30,378 shares 30,378 $3.14M 0.21% -37 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,093 shares; 2024Q4: 6,093 shares; 2025Q1: 6,133 shares; 2025Q2: 6,133 shares; 2025Q3: 6,093 shares; 2025Q4: 6,121 shares 6,121 $3.13M 0.21% +28 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: 6,702 shares; 2024Q4: 7,524 shares; 2025Q1: 7,940 shares; 2025Q2: 8,160 shares; 2025Q3: 8,180 shares; 2025Q4: 7,815 shares 7,815 $3.1M 0.21% -365 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 37,447 shares; 2025Q4: 35,804 shares 35,804 $3.06M 0.21% -1,643 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,850 shares; 2024Q4: 13,125 shares; 2025Q1: 14,985 shares; 2025Q2: 15,890 shares; 2025Q3: 15,193 shares; 2025Q4: 11,812 shares 11,812 $3.04M 0.21% -3,381 Timeline TGEN TECOGEN INC NEW More: the full row for TECOGEN 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: 610,000 shares; 2025Q3: 611,600 shares; 2025Q4: 610,000 shares 610,000 $3.01M 0.21% -1,600 Timeline TW TRADEWEB MKTS INC More: the full row for TRADEWEB MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,468 shares; 2024Q4: 31,468 shares; 2025Q1: 31,249 shares; 2025Q2: 31,038 shares; 2025Q3: 30,401 shares; 2025Q4: 27,700 shares 27,700 $2.98M 0.2% -2,701 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: 59,200 shares; 2024Q4: 33,522 shares; 2025Q1: 26,335 shares; 2025Q2: 23,835 shares; 2025Q3: 23,635 shares; 2025Q4: 119,167 shares 119,167 $2.97M 0.2% +95,532 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,394 shares; 2024Q4: 19,273 shares; 2025Q1: 20,937 shares; 2025Q2: 23,982 shares; 2025Q3: 25,144 shares; 2025Q4: 26,275 shares 26,275 $2.94M 0.2% +1,131 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: 7,568 shares; 2024Q4: 8,228 shares; 2025Q1: 8,245 shares; 2025Q2: 6,609 shares; 2025Q3: 6,558 shares; 2025Q4: 6,461 shares 6,461 $2.91M 0.2% -97 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: 51,768 shares; 2024Q4: 53,149 shares; 2025Q1: 46,623 shares; 2025Q2: 47,093 shares; 2025Q3: 31,168 shares; 2025Q4: 31,168 shares 31,168 $2.9M 0.2% 0 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: 9,267 shares; 2024Q4: 9,371 shares; 2025Q1: 9,516 shares; 2025Q2: 9,241 shares; 2025Q3: 8,806 shares; 2025Q4: 8,872 shares 8,872 $2.9M 0.2% +66 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,610 shares; 2024Q4: 19,862 shares; 2025Q1: 19,682 shares; 2025Q2: 19,634 shares; 2025Q3: 19,490 shares; 2025Q4: 19,090 shares 19,090 $2.87M 0.2% -400 Timeline TEVA TEVA PHARMACEUTICAL INDS LTD More: the full row for TEVA PHARMACEUTICAL INDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 116,075 shares; 2024Q4: 109,575 shares; 2025Q1: 92,325 shares; 2025Q2: 94,150 shares; 2025Q3: 94,285 shares; 2025Q4: 91,347 shares 91,347 $2.85M 0.19% -2,938 Timeline BSY BENTLEY SYS INC More: the full row for BENTLEY SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,335 shares; 2024Q4: 39,991 shares; 2025Q1: 55,115 shares; 2025Q2: 67,553 shares; 2025Q3: 72,756 shares; 2025Q4: 72,710 shares 72,710 $2.77M 0.19% -46 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 35,717 shares; 2025Q3: 66,652 shares; 2025Q4: 63,497 shares 63,497 $2.77M 0.19% -3,155 Timeline PICK 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: 49,494 shares; 2024Q4: 49,382 shares; 2025Q1: 51,015 shares; 2025Q2: 51,348 shares; 2025Q3: 51,447 shares; 2025Q4: 49,838 shares 49,838 $2.56M 0.17% -1,609 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,732 shares; 2024Q4: 25,597 shares; 2025Q1: 29,254 shares; 2025Q2: 30,956 shares; 2025Q3: 32,654 shares; 2025Q4: 34,519 shares 34,519 $2.47M 0.17% +1,865 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: 18,996 shares; 2024Q4: 20,925 shares; 2025Q1: 19,611 shares; 2025Q2: 19,611 shares; 2025Q3: 20,599 shares; 2025Q4: 45,029 shares 45,029 $2.42M 0.17% +24,430 Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,961 shares; 2024Q4: 11,986 shares; 2025Q1: 12,146 shares; 2025Q2: 12,108 shares; 2025Q3: 12,003 shares; 2025Q4: 11,460 shares 11,460 $2.38M 0.16% -543 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,155 shares; 2024Q4: 9,210 shares; 2025Q1: 15,158 shares; 2025Q2: 10,303 shares; 2025Q3: 8,803 shares; 2025Q4: 8,812 shares 8,812 $2.3M 0.16% +9 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,331 shares; 2024Q4: 7,780 shares; 2025Q1: 8,788 shares; 2025Q2: 9,048 shares; 2025Q3: 8,830 shares; 2025Q4: 8,481 shares 8,481 $2.25M 0.15% -349 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: 2,782 shares; 2024Q4: 2,864 shares; 2025Q1: 2,716 shares; 2025Q2: 2,301 shares; 2025Q3: 2,336 shares; 2025Q4: 2,593 shares 2,593 $2.24M 0.15% +257 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: 573 shares; 2024Q4: 1,973 shares; 2025Q1: 2,456 shares; 2025Q2: 2,078 shares; 2025Q3: 2,081 shares; 2025Q4: 2,064 shares 2,064 $2.22M 0.15% -17 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: 6,783 shares; 2024Q4: 6,743 shares; 2025Q1: 6,892 shares; 2025Q2: 6,933 shares; 2025Q3: 6,953 shares; 2025Q4: 6,995 shares 6,995 $2.18M 0.15% +42 Timeline CWT CALIFORNIA WTR SVC GROUP More: the full row for CALIFORNIA WTR SVC GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,546 shares; 2024Q4: 52,786 shares; 2025Q1: 51,310 shares; 2025Q2: 50,985 shares; 2025Q3: 50,985 shares; 2025Q4: 49,660 shares 49,660 $2.15M 0.15% -1,325 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,223 shares; 2024Q4: 36,910 shares; 2025Q1: 26,680 shares; 2025Q2: 12,086 shares; 2025Q3: 13,861 shares; 2025Q4: 27,313 shares 27,313 $2.11M 0.14% +13,452 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: 14,512 shares; 2024Q4: 14,957 shares; 2025Q1: 15,564 shares; 2025Q2: 15,560 shares; 2025Q3: 15,580 shares; 2025Q4: 15,781 shares 15,781 $2.09M 0.14% +201 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,588 shares; 2024Q4: 1,348 shares; 2025Q1: 2,402 shares; 2025Q2: 2,459 shares; 2025Q3: 2,399 shares; 2025Q4: 2,334 shares 2,334 $2.05M 0.14% -65 Timeline AR ANTERO RESOURCES CORP More: the full row for ANTERO RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,710 shares; 2024Q4: 70,720 shares; 2025Q1: 59,990 shares; 2025Q2: 58,315 shares; 2025Q3: 57,550 shares; 2025Q4: 59,110 shares 59,110 $2.04M 0.14% +1,560 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,335 shares; 2025Q2: 8,908 shares; 2025Q3: 10,220 shares; 2025Q4: 10,225 shares 10,225 $2.03M 0.14% +5 Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,327 shares; 2024Q4: 10,317 shares; 2025Q1: 10,343 shares; 2025Q2: 10,869 shares; 2025Q3: 10,727 shares; 2025Q4: 10,094 shares 10,094 $2.01M 0.14% -633 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,106 shares; 2024Q4: 16,923 shares; 2025Q1: 19,913 shares; 2025Q2: 17,383 shares; 2025Q3: 17,403 shares; 2025Q4: 17,593 shares 17,593 $1.97M 0.13% +190 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,632 shares; 2024Q4: 14,932 shares; 2025Q1: 20,687 shares; 2025Q2: 19,622 shares; 2025Q3: 18,854 shares; 2025Q4: 19,509 shares 19,509 $1.95M 0.13% +655 Timeline EMXC 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: 18,769 shares; 2024Q4: 16,996 shares; 2025Q1: 22,642 shares; 2025Q2: 22,950 shares; 2025Q3: 25,858 shares; 2025Q4: 26,737 shares 26,737 $1.94M 0.13% +879 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: 2,394 shares; 2024Q4: 3,565 shares; 2025Q1: 4,143 shares; 2025Q2: 4,124 shares; 2025Q3: 4,114 shares; 2025Q4: 4,094 shares 4,094 $1.91M 0.13% -20 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: not reported; 2024Q4: not reported; 2025Q1: 18,971 shares; 2025Q2: 22,231 shares; 2025Q3: 23,411 shares; 2025Q4: 22,786 shares 22,786 $1.91M 0.13% -625 Timeline EARN ELLINGTON CREDIT COMPANY More: the full row for ELLINGTON CREDIT COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 202,355 shares; 2024Q4: 235,395 shares; 2025Q1: 288,300 shares; 2025Q2: 350,500 shares; 2025Q3: 323,860 shares; 2025Q4: 347,635 shares 347,635 $1.83M 0.13% +23,775 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,500 shares; 2024Q4: 26,750 shares; 2025Q1: 28,025 shares; 2025Q2: 42,759 shares; 2025Q3: 53,637 shares; 2025Q4: 109,627 shares 109,627 $1.81M 0.12% +55,990 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: 5,146 shares; 2024Q4: 5,735 shares; 2025Q1: 5,735 shares; 2025Q2: 5,735 shares; 2025Q3: 6,235 shares; 2025Q4: 6,225 shares 6,225 $1.81M 0.12% -10 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: 8,465 shares; 2024Q4: 8,800 shares; 2025Q1: 8,917 shares; 2025Q2: 8,000 shares; 2025Q3: 8,000 shares; 2025Q4: 8,052 shares 8,052 $1.8M 0.12% +52 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,198 shares; 2024Q4: 16,501 shares; 2025Q1: 17,811 shares; 2025Q2: 17,696 shares; 2025Q3: 17,561 shares; 2025Q4: 17,459 shares 17,459 $1.79M 0.12% -102 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,892 shares; 2024Q4: 5,897 shares; 2025Q1: 5,877 shares; 2025Q2: 5,868 shares; 2025Q3: 5,815 shares; 2025Q4: 5,296 shares 5,296 $1.79M 0.12% -519 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,821 shares; 2024Q4: 17,714 shares; 2025Q1: 17,898 shares; 2025Q2: 17,898 shares; 2025Q3: 17,976 shares; 2025Q4: 18,345 shares 18,345 $1.76M 0.12% +369 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,171 shares; 2024Q4: 12,826 shares; 2025Q1: 13,326 shares; 2025Q2: 13,221 shares; 2025Q3: 13,001 shares; 2025Q4: 12,991 shares 12,991 $1.76M 0.12% -10 Timeline EXE EXPAND ENERGY CORPORATION More: the full row for EXPAND ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,380 shares; 2024Q4: 14,641 shares; 2025Q1: 14,875 shares; 2025Q2: 14,790 shares; 2025Q3: 15,210 shares; 2025Q4: 15,839 shares 15,839 $1.75M 0.12% +629 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,005 shares; 2024Q4: 6,005 shares; 2025Q1: 6,005 shares; 2025Q2: 6,005 shares; 2025Q3: 6,005 shares; 2025Q4: 5,900 shares 5,900 $1.75M 0.12% -105 Timeline FBT FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,708 shares; 2024Q4: 8,618 shares; 2025Q1: 8,633 shares; 2025Q2: 8,132 shares; 2025Q3: 8,287 shares; 2025Q4: 8,447 shares 8,447 $1.74M 0.12% +160 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: 6,922 shares; 2024Q4: 6,485 shares; 2025Q1: 6,520 shares; 2025Q2: 6,295 shares; 2025Q3: 7,895 shares; 2025Q4: 7,126 shares 7,126 $1.72M 0.12% -769 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,387 shares; 2024Q4: 17,669 shares; 2025Q1: 17,669 shares; 2025Q2: 17,669 shares; 2025Q3: 17,669 shares; 2025Q4: 17,747 shares 17,747 $1.71M 0.12% +78 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: not reported; 2024Q4: not reported; 2025Q1: 4,155 shares; 2025Q2: 4,500 shares; 2025Q3: 4,250 shares; 2025Q4: 4,525 shares 4,525 $1.7M 0.12% +275 Timeline DSI 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: 12,029 shares; 2024Q4: 12,173 shares; 2025Q1: 12,174 shares; 2025Q2: 12,174 shares; 2025Q3: 12,173 shares; 2025Q4: 12,173 shares 12,173 $1.57M 0.11% 0 Timeline SPYX 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: 27,223 shares; 2024Q4: 27,645 shares; 2025Q1: 27,645 shares; 2025Q2: 27,645 shares; 2025Q3: 27,645 shares; 2025Q4: 27,825 shares 27,825 $1.56M 0.11% +180 Timeline ANF ABERCROMBIE & FITCH CO More: the full row for ABERCROMBIE & FITCH 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: 12,148 shares; 2025Q2: 11,558 shares; 2025Q3: 11,676 shares; 2025Q4: 12,413 shares 12,413 $1.56M 0.11% +737 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: 17,531 shares; 2024Q4: 17,521 shares; 2025Q1: 16,421 shares; 2025Q2: 15,841 shares; 2025Q3: 15,521 shares; 2025Q4: 15,611 shares 15,611 $1.56M 0.11% +90 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,284 shares; 2024Q4: 27,484 shares; 2025Q1: 28,939 shares; 2025Q2: 28,564 shares; 2025Q3: 26,634 shares; 2025Q4: 28,177 shares 28,177 $1.55M 0.11% +1,543 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,635 shares; 2024Q4: 28,510 shares; 2025Q1: 29,460 shares; 2025Q2: 29,760 shares; 2025Q3: 26,840 shares; 2025Q4: 24,006 shares 24,006 $1.55M 0.11% -2,834 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,263 shares; 2025Q2: 1,259 shares; 2025Q3: 1,247 shares; 2025Q4: 1,272 shares 1,272 $1.55M 0.11% +25 Timeline EEMS 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: 16,955 shares; 2024Q4: 17,674 shares; 2025Q1: 19,194 shares; 2025Q2: 20,130 shares; 2025Q3: 21,827 shares; 2025Q4: 22,772 shares 22,772 $1.54M 0.11% +945 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: 3,318 shares; 2024Q4: 6,664 shares; 2025Q1: 7,734 shares; 2025Q2: 9,030 shares; 2025Q3: 7,084 shares; 2025Q4: 7,040 shares 7,040 $1.51M 0.1% -44 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,671 shares; 2024Q4: 16,222 shares; 2025Q1: 27,216 shares; 2025Q2: 23,478 shares; 2025Q3: 21,750 shares; 2025Q4: 8,682 shares 8,682 $1.5M 0.1% -13,068 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: 7,975 shares; 2024Q4: 8,191 shares; 2025Q1: 11,722 shares; 2025Q2: 11,597 shares; 2025Q3: 11,397 shares; 2025Q4: 11,714 shares 11,714 $1.47M 0.1% +317 Timeline HIMX HIMAX TECHNOLOGIES INC More: the full row for HIMAX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 165,430 shares; 2024Q4: 169,330 shares; 2025Q1: 180,420 shares; 2025Q2: 178,945 shares; 2025Q3: 180,965 shares; 2025Q4: 179,665 shares 179,665 $1.47M 0.1% -1,300 Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,694 shares; 2024Q4: 38,819 shares; 2025Q1: 39,694 shares; 2025Q2: 39,954 shares; 2025Q3: 39,579 shares; 2025Q4: 37,559 shares 37,559 $1.44M 0.1% -2,020 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: 11,407 shares; 2024Q4: 23,270 shares; 2025Q1: 24,651 shares; 2025Q2: 24,514 shares; 2025Q3: 23,164 shares; 2025Q4: 22,757 shares 22,757 $1.42M 0.1% -407 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,706 shares; 2025Q1: 24,706 shares; 2025Q2: 27,076 shares; 2025Q3: 23,011 shares; 2025Q4: 27,920 shares 27,920 $1.42M 0.1% +4,909 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: 3,933 shares; 2024Q4: 3,998 shares; 2025Q1: 4,513 shares; 2025Q2: 4,755 shares; 2025Q3: 5,563 shares; 2025Q4: 5,625 shares 5,625 $1.41M 0.1% +62 Timeline OUNZ VANECK MERK GOLD ETF More: the full row for VANECK MERK GOLD ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,750 shares; 2024Q4: 42,750 shares; 2025Q1: 42,750 shares; 2025Q2: 41,750 shares; 2025Q3: 41,750 shares; 2025Q4: 33,785 shares 33,785 $1.4M 0.1% -7,965 Timeline HTO H2O AMERICA More: the full row for H2O AMERICA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,761 shares; 2024Q4: 29,111 shares; 2025Q1: 29,496 shares; 2025Q2: 29,396 shares; 2025Q3: 29,126 shares; 2025Q4: 28,326 shares 28,326 $1.39M 0.09% -800 Timeline SKYX SKYX PLATFORMS CORP More: the full row for SKYX PLATFORMS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 351,300 shares; 2025Q1: 395,200 shares; 2025Q2: 513,575 shares; 2025Q3: 581,075 shares; 2025Q4: 621,635 shares 621,635 $1.35M 0.09% +40,560 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: 14,081 shares; 2024Q4: 17,081 shares; 2025Q1: 14,881 shares; 2025Q2: 15,501 shares; 2025Q3: 17,681 shares; 2025Q4: 24,543 shares 24,543 $1.34M 0.09% +6,862 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,125 shares; 2024Q4: 10,125 shares; 2025Q1: 10,125 shares; 2025Q2: 10,125 shares; 2025Q3: 10,125 shares; 2025Q4: 10,129 shares 10,129 $1.29M 0.09% +4 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,489 shares; 2024Q4: 2,431 shares; 2025Q1: 2,775 shares; 2025Q2: 2,965 shares; 2025Q3: 2,965 shares; 2025Q4: 3,010 shares 3,010 $1.28M 0.09% +45 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: 3,709 shares; 2024Q4: 3,812 shares; 2025Q1: 3,687 shares; 2025Q2: 3,659 shares; 2025Q3: 3,659 shares; 2025Q4: 3,639 shares 3,639 $1.28M 0.09% -20 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: 17,829 shares; 2024Q4: 16,579 shares; 2025Q1: 9,067 shares; 2025Q2: 9,467 shares; 2025Q3: 11,627 shares; 2025Q4: 7,144 shares 7,144 $1.27M 0.09% -4,483 Timeline STNG SCORPIO TANKERS INC More: the full row for SCORPIO TANKERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,880 shares; 2024Q4: 15,284 shares; 2025Q1: 23,684 shares; 2025Q2: 24,484 shares; 2025Q3: 24,344 shares; 2025Q4: 24,914 shares 24,914 $1.27M 0.09% +570 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: 13,578 shares; 2024Q4: 18,028 shares; 2025Q1: 17,028 shares; 2025Q2: 14,878 shares; 2025Q3: 16,123 shares; 2025Q4: 15,460 shares 15,460 $1.26M 0.09% -663 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD 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: 5,628 shares 5,628 $1.25M 0.09% new 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: 825 shares; 2024Q4: 1,677 shares; 2025Q1: 2,136 shares; 2025Q2: 2,115 shares; 2025Q3: 2,286 shares; 2025Q4: 1,824 shares 1,824 $1.25M 0.09% -462 Timeline DFSV 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: 14,790 shares; 2024Q4: 16,650 shares; 2025Q1: 24,430 shares; 2025Q2: 28,911 shares; 2025Q3: 35,900 shares; 2025Q4: 37,785 shares 37,785 $1.24M 0.08% +1,885 Timeline WHR WHIRLPOOL CORP More: the full row for WHIRLPOOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,557 shares; 2024Q4: 3,557 shares; 2025Q1: 3,557 shares; 2025Q2: 3,557 shares; 2025Q3: not reported; 2025Q4: 17,190 shares 17,190 $1.24M 0.08% new Timeline RWT REDWOOD TRUST INC More: the full row for REDWOOD TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,350 shares; 2024Q4: 152,860 shares; 2025Q1: 218,620 shares; 2025Q2: 214,345 shares; 2025Q3: 208,725 shares; 2025Q4: 218,125 shares 218,125 $1.21M 0.08% +9,400 Timeline TWI TITAN INTL INC ILL More: the full row for TITAN INTL INC ILL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 152,800 shares; 2024Q4: 152,800 shares; 2025Q1: 152,800 shares; 2025Q2: 152,800 shares; 2025Q3: 152,800 shares; 2025Q4: 152,800 shares 152,800 $1.2M 0.08% 0 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,032 shares; 2024Q4: 2,032 shares; 2025Q1: 2,298 shares; 2025Q2: 2,373 shares; 2025Q3: 2,026 shares; 2025Q4: 1,981 shares 1,981 $1.2M 0.08% -45 Timeline PKST PEAKSTONE REALTY TRUST More: the full row for PEAKSTONE REALTY TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,262 shares; 2024Q4: 72,888 shares; 2025Q1: 95,663 shares; 2025Q2: 89,953 shares; 2025Q3: 85,908 shares; 2025Q4: 80,683 shares 80,683 $1.16M 0.08% -5,225 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 26,450 shares 26,450 $1.15M 0.08% new Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,382 shares; 2024Q4: 21,589 shares; 2025Q1: 21,519 shares; 2025Q2: 19,519 shares; 2025Q3: 19,519 shares; 2025Q4: 19,694 shares 19,694 $1.15M 0.08% +175 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: 11,185 shares; 2024Q4: 14,347 shares; 2025Q1: 15,044 shares; 2025Q2: 14,949 shares; 2025Q3: 14,735 shares; 2025Q4: 6,720 shares 6,720 $1.15M 0.08% -8,015 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,224 shares; 2024Q4: 9,846 shares; 2025Q1: 9,846 shares; 2025Q2: 31,110 shares; 2025Q3: 31,200 shares; 2025Q4: 31,050 shares 31,050 $1.14M 0.08% -150 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: not reported; 2024Q4: not reported; 2025Q1: 6,831 shares; 2025Q2: 7,223 shares; 2025Q3: 7,423 shares; 2025Q4: 7,842 shares 7,842 $1.14M 0.08% +419 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: 11,916 shares; 2024Q4: 13,301 shares; 2025Q1: 13,371 shares; 2025Q2: 14,101 shares; 2025Q3: 14,651 shares; 2025Q4: 14,676 shares 14,676 $1.13M 0.08% +25 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: 25,686 shares; 2024Q4: 24,180 shares; 2025Q1: 22,773 shares; 2025Q2: 21,461 shares; 2025Q3: 20,731 shares; 2025Q4: 20,706 shares 20,706 $1.12M 0.08% -25 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: 4,797 shares; 2024Q4: 4,847 shares; 2025Q1: 4,867 shares; 2025Q2: 4,992 shares; 2025Q3: 4,992 shares; 2025Q4: 5,126 shares 5,126 $1.11M 0.08% +134 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: 1,481 shares; 2024Q4: 3,114 shares; 2025Q1: 3,972 shares; 2025Q2: 3,999 shares; 2025Q3: 4,396 shares; 2025Q4: 3,174 shares 3,174 $1.11M 0.08% -1,222 Timeline COLD AMERICOLD REALTY TRUST INC More: the full row for AMERICOLD REALTY TRUST 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: 39,590 shares; 2025Q4: 85,469 shares 85,469 $1.1M 0.08% +45,879 Timeline RC READY CAPITAL CORP More: the full row for READY CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,440,250 shares; 2024Q4: 940,950 shares; 2025Q1: 2,109,700 shares; 2025Q2: 1,697,720 shares; 2025Q3: 940,000 shares; 2025Q4: 504,025 shares 504,025 $1.1M 0.08% -435,975 Timeline VET VERMILION ENERGY INC More: the full row for VERMILION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 149,129 shares; 2024Q4: 132,379 shares; 2025Q1: 132,379 shares; 2025Q2: 131,334 shares; 2025Q3: 130,451 shares; 2025Q4: 131,201 shares 131,201 $1.09M 0.07% +750 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: 16,249 shares; 2024Q4: 16,274 shares; 2025Q1: 16,274 shares; 2025Q2: 16,224 shares; 2025Q3: 15,364 shares; 2025Q4: 15,559 shares 15,559 $1.09M 0.07% +195 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,190 shares 9,190 $1.08M 0.07% new Timeline SNDK SANDISK CORP More: the full row for SANDISK 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: 13,248 shares; 2025Q2: 18,930 shares; 2025Q3: 8,006 shares; 2025Q4: 4,510 shares 4,510 $1.07M 0.07% -3,496 Timeline BZH BEAZER HOMES USA INC More: the full row for BEAZER HOMES USA 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: 37,550 shares; 2025Q2: 59,012 shares; 2025Q3: 59,097 shares; 2025Q4: 52,797 shares 52,797 $1.07M 0.07% -6,300 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,469 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27,596 shares; 2025Q3: 27,596 shares; 2025Q4: 43,806 shares 43,806 $1.06M 0.07% +16,210 Timeline AMTM AMENTUM HOLDINGS INC More: the full row for AMENTUM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 40,543 shares; 2025Q2: 40,053 shares; 2025Q3: 40,003 shares; 2025Q4: 36,275 shares 36,275 $1.05M 0.07% -3,728 Timeline EWG 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: not reported; 2024Q4: not reported; 2025Q1: 21,305 shares; 2025Q2: 24,901 shares; 2025Q3: 25,306 shares; 2025Q4: 24,116 shares 24,116 $1.02M 0.07% -1,190 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: not reported; 2025Q3: not reported; 2025Q4: 45,244 shares 45,244 $1.02M 0.07% new Timeline PTEN PATTERSON-UTI ENERGY INC More: the full row for PATTERSON-UTI ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,917 shares; 2024Q4: 73,917 shares; 2025Q1: 74,217 shares; 2025Q2: 73,617 shares; 2025Q3: 78,127 shares; 2025Q4: 167,527 shares 167,527 $1.02M 0.07% +89,400 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,421 shares; 2024Q4: 6,908 shares; 2025Q1: 6,928 shares; 2025Q2: 6,848 shares; 2025Q3: 8,656 shares; 2025Q4: 7,093 shares 7,093 $1.02M 0.07% -1,563 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: 17,519 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,375 shares 17,375 $1.01M 0.07% new Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,590 shares; 2025Q4: 22,840 shares 22,840 $1.01M 0.07% +250 Timeline CDE COEUR MNG INC More: the full row for COEUR MNG 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: 64,065 shares; 2025Q4: 56,395 shares 56,395 $1.01M 0.07% -7,670 Timeline FMC FMC CORP More: the full row for FMC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 72,120 shares 72,120 $1M 0.07% new 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: 2,323 shares; 2024Q4: 2,853 shares; 2025Q1: 2,847 shares; 2025Q2: 4,005 shares; 2025Q3: 2,847 shares; 2025Q4: 3,370 shares 3,370 $998K 0.07% +523 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: 2,745 shares; 2024Q4: 3,371 shares; 2025Q1: 3,871 shares; 2025Q2: 5,576 shares; 2025Q3: 5,776 shares; 2025Q4: 5,485 shares 5,485 $974K 0.07% -291 Timeline MOH MOLINA HEALTHCARE INC More: the full row for MOLINA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,608 shares 5,608 $973K 0.07% new Timeline BGB BLACKSTONE STRATEGIC CRED 20 More: the full row for BLACKSTONE STRATEGIC CRED 20 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,208 shares; 2025Q3: 21,128 shares; 2025Q4: 82,570 shares 82,570 $973K 0.07% +61,442 Timeline FTAI FTAI AVIATION LTD More: the full row for FTAI AVIATION LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,575 shares; 2024Q4: 22,075 shares; 2025Q1: 5,900 shares; 2025Q2: 5,900 shares; 2025Q3: 4,600 shares; 2025Q4: 4,875 shares 4,875 $960K 0.07% +275 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,063 shares; 2024Q4: 11,639 shares; 2025Q1: 11,439 shares; 2025Q2: 11,410 shares; 2025Q3: 11,567 shares; 2025Q4: 13,787 shares 13,787 $957K 0.07% +2,220 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,441 shares; 2024Q4: 15,641 shares; 2025Q1: 14,136 shares; 2025Q2: 11,526 shares; 2025Q3: 6,535 shares; 2025Q4: 6,515 shares 6,515 $955K 0.07% -20 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,734 shares; 2025Q1: 4,914 shares; 2025Q2: 4,810 shares; 2025Q3: 4,709 shares; 2025Q4: 4,639 shares 4,639 $953K 0.07% -70 Timeline ALK ALASKA AIR GROUP INC More: the full row for ALASKA AIR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,844 shares; 2024Q4: 15,824 shares; 2025Q1: 17,824 shares; 2025Q2: 17,724 shares; 2025Q3: 17,624 shares; 2025Q4: 18,907 shares 18,907 $951K 0.06% +1,283 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,194 shares; 2025Q1: 10,495 shares; 2025Q2: 10,675 shares; 2025Q3: 10,627 shares; 2025Q4: 10,802 shares 10,802 $946K 0.06% +175 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: 2,000 shares; 2024Q4: 2,202 shares; 2025Q1: 2,281 shares; 2025Q2: 2,281 shares; 2025Q3: 2,281 shares; 2025Q4: 2,531 shares 2,531 $936K 0.06% +250 Timeline KBH KB HOME More: the full row for KB HOME Quarterly shares; oldest 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: 16,580 shares 16,580 $935K 0.06% new Timeline PAAS PAN AMERN SILVER CORP More: the full row for PAN AMERN SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,850 shares 17,850 $925K 0.06% new Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,292 shares; 2024Q4: 4,181 shares; 2025Q1: 3,260 shares; 2025Q2: 3,240 shares; 2025Q3: 3,200 shares; 2025Q4: 3,200 shares 3,200 $924K 0.06% 0 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,822 shares; 2024Q4: 2,254 shares; 2025Q1: 2,310 shares; 2025Q2: 2,425 shares; 2025Q3: 2,900 shares; 2025Q4: 6,399 shares 6,399 $921K 0.06% +3,499 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: 5,796 shares; 2024Q4: 9,179 shares; 2025Q1: 10,196 shares; 2025Q2: 7,956 shares; 2025Q3: 7,026 shares; 2025Q4: 7,929 shares 7,929 $902K 0.06% +903 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: 9,558 shares; 2024Q4: 9,855 shares; 2025Q1: 9,558 shares; 2025Q2: 9,942 shares; 2025Q3: 9,310 shares; 2025Q4: 9,237 shares 9,237 $887K 0.06% -73 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,338 shares; 2024Q4: 13,650 shares; 2025Q1: 13,451 shares; 2025Q2: 13,053 shares; 2025Q3: 13,182 shares; 2025Q4: 11,436 shares 11,436 $880K 0.06% -1,746 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: 8,870 shares; 2024Q4: 9,213 shares; 2025Q1: 12,193 shares; 2025Q2: 13,683 shares; 2025Q3: 13,553 shares; 2025Q4: 13,213 shares 13,213 $872K 0.06% -340 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,245 shares; 2024Q4: 7,787 shares; 2025Q1: 7,637 shares; 2025Q2: 7,247 shares; 2025Q3: 6,998 shares; 2025Q4: 6,641 shares 6,641 $871K 0.06% -357 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,780 shares; 2024Q4: 14,630 shares; 2025Q1: 26,251 shares; 2025Q2: 25,476 shares; 2025Q3: 23,996 shares; 2025Q4: 22,646 shares 22,646 $869K 0.06% -1,350 Timeline QDEL QUIDELORTHO CORP More: the full row for QUIDELORTHO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,290 shares; 2025Q1: 13,812 shares; 2025Q2: 34,186 shares; 2025Q3: 36,376 shares; 2025Q4: 30,048 shares 30,048 $858K 0.06% -6,328 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: not reported; 2024Q4: not reported; 2025Q1: 7,300 shares; 2025Q2: 10,910 shares; 2025Q3: 10,832 shares; 2025Q4: 5,289 shares 5,289 $857K 0.06% -5,543 Timeline DAR DARLING INGREDIENTS INC More: the full row for DARLING INGREDIENTS 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: 20,980 shares; 2025Q4: 23,730 shares 23,730 $854K 0.06% +2,750 Timeline UGI UGI CORP NEW More: the full row for UGI CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 27,592 shares; 2025Q2: 26,292 shares; 2025Q3: 23,532 shares; 2025Q4: 22,782 shares 22,782 $853K 0.06% -750 Timeline NTRL FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,994 shares; 2024Q4: 40,994 shares; 2025Q1: 42,724 shares; 2025Q2: 42,804 shares; 2025Q3: 46,014 shares; 2025Q4: 41,264 shares 41,264 $852K 0.06% -4,750 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,330 shares; 2024Q4: 24,349 shares; 2025Q1: 22,751 shares; 2025Q2: 22,537 shares; 2025Q3: 23,326 shares; 2025Q4: 23,426 shares 23,426 $849K 0.06% +100 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 48,910 shares 48,910 $847K 0.06% new 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: not reported; 2024Q4: not reported; 2025Q1: 3,190 shares; 2025Q2: 3,615 shares; 2025Q3: 3,627 shares; 2025Q4: 4,589 shares 4,589 $845K 0.06% +962 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: 4,918 shares; 2024Q4: 4,883 shares; 2025Q1: 4,208 shares; 2025Q2: 4,166 shares; 2025Q3: 4,088 shares; 2025Q4: 3,056 shares 3,056 $841K 0.06% -1,032 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: 2,621 shares; 2024Q4: 2,643 shares; 2025Q1: 2,852 shares; 2025Q2: 2,847 shares; 2025Q3: 2,847 shares; 2025Q4: 2,879 shares 2,879 $835K 0.06% +32 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,179 shares; 2024Q4: 13,314 shares; 2025Q1: 11,889 shares; 2025Q2: 10,889 shares; 2025Q3: 11,220 shares; 2025Q4: 11,325 shares 11,325 $835K 0.06% +105 Timeline VRP 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: 34,185 shares; 2024Q4: 34,135 shares; 2025Q1: 35,535 shares; 2025Q2: 33,535 shares; 2025Q3: 34,135 shares; 2025Q4: 34,235 shares 34,235 $833K 0.06% +100 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: 3,048 shares; 2024Q4: 3,607 shares; 2025Q1: 3,461 shares; 2025Q2: 3,396 shares; 2025Q3: 2,721 shares; 2025Q4: 2,873 shares 2,873 $829K 0.06% +152 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 24,181 shares; 2025Q4: 24,181 shares 24,181 $819K 0.06% 0 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: 10,595 shares; 2024Q4: 11,289 shares; 2025Q1: 11,449 shares; 2025Q2: 10,795 shares; 2025Q3: 10,795 shares; 2025Q4: 27,350 shares 27,350 $817K 0.06% +16,555 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: 6,939 shares; 2024Q4: 6,843 shares; 2025Q1: 6,602 shares; 2025Q2: 6,602 shares; 2025Q3: 6,802 shares; 2025Q4: 7,186 shares 7,186 $801K 0.05% +384 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: 2,087 shares; 2024Q4: 2,169 shares; 2025Q1: 2,569 shares; 2025Q2: 2,569 shares; 2025Q3: 2,569 shares; 2025Q4: 2,593 shares 2,593 $799K 0.05% +24 Timeline JD JD.COM INC More: the full row for JD.COM 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: 30,134 shares; 2025Q4: 27,349 shares 27,349 $785K 0.05% -2,785 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT 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: 68,855 shares; 2025Q2: 78,080 shares; 2025Q3: 74,850 shares; 2025Q4: 72,810 shares 72,810 $781K 0.05% -2,040 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: 7,930 shares; 2024Q4: 7,880 shares; 2025Q1: 7,880 shares; 2025Q2: 7,880 shares; 2025Q3: 7,880 shares; 2025Q4: 7,780 shares 7,780 $773K 0.05% -100 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,156 shares; 2025Q2: 8,426 shares; 2025Q3: 8,426 shares; 2025Q4: 8,426 shares 8,426 $754K 0.05% 0 Timeline DEA EASTERLY GOVT PPTYS INC More: the full row for EASTERLY GOVT PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 35,535 shares 35,535 $753K 0.05% new Timeline TTEQ T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,130 shares; 2025Q2: 14,375 shares; 2025Q3: 20,025 shares; 2025Q4: 23,105 shares 23,105 $751K 0.05% +3,080 Timeline ECVT ECOVYST INC More: the full row for ECOVYST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 40,000 shares; 2025Q4: 77,200 shares 77,200 $751K 0.05% +37,200 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,844 shares; 2025Q2: 3,844 shares; 2025Q3: 3,270 shares; 2025Q4: 5,270 shares 5,270 $744K 0.05% +2,000 Timeline BIO BIO RAD LABS INC More: the full row for BIO RAD LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,350 shares; 2025Q2: 1,959 shares; 2025Q3: 1,534 shares; 2025Q4: 2,419 shares 2,419 $733K 0.05% +885 Timeline FLIN FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,587 shares; 2025Q4: 18,587 shares 18,587 $717K 0.05% 0 Timeline PVH PVH CORPORATION More: the full row for PVH CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,618 shares; 2025Q3: 7,638 shares; 2025Q4: 10,688 shares 10,688 $716K 0.05% +3,050 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: 3,050 shares; 2024Q4: 3,050 shares; 2025Q1: 2,850 shares; 2025Q2: 2,850 shares; 2025Q3: 2,850 shares; 2025Q4: 2,895 shares 2,895 $713K 0.05% +45 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: not reported; 2024Q4: 10,626 shares; 2025Q1: 22,492 shares; 2025Q2: 9,565 shares; 2025Q3: 1,137 shares; 2025Q4: 2,850 shares 2,850 $702K 0.05% +1,713 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: not reported; 2024Q4: 3,487 shares; 2025Q1: 4,362 shares; 2025Q2: 4,307 shares; 2025Q3: 4,262 shares; 2025Q4: 4,282 shares 4,282 $698K 0.05% +20 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: 2,978 shares; 2025Q1: 3,373 shares; 2025Q2: 3,365 shares; 2025Q3: 3,360 shares; 2025Q4: 3,225 shares 3,225 $690K 0.05% -135 Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 45,718 shares; 2025Q2: 50,208 shares; 2025Q3: 50,180 shares; 2025Q4: 41,099 shares 41,099 $688K 0.05% -9,081 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: 23,252 shares; 2024Q4: 23,652 shares; 2025Q1: 23,652 shares; 2025Q2: 23,582 shares; 2025Q3: 27,217 shares; 2025Q4: 27,480 shares 27,480 $683K 0.05% +263 Timeline SG SWEETGREEN INC More: the full row for SWEETGREEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 61,800 shares; 2025Q3: 61,750 shares; 2025Q4: 99,520 shares 99,520 $673K 0.05% +37,770 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,105 shares; 2024Q4: 3,145 shares; 2025Q1: 3,525 shares; 2025Q2: 3,555 shares; 2025Q3: 3,555 shares; 2025Q4: 3,905 shares 3,905 $659K 0.05% +350 Timeline BSM BLACK STONE MINERALS L P More: the full row for BLACK STONE MINERALS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,032 shares; 2024Q4: 52,032 shares; 2025Q1: 52,032 shares; 2025Q2: 52,032 shares; 2025Q3: 49,307 shares; 2025Q4: 49,307 shares 49,307 $655K 0.04% 0 Timeline HBM HUDBAY MINERALS INC More: the full row for HUDBAY MINERALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 16,600 shares; 2025Q3: 33,000 shares; 2025Q4: 33,000 shares 33,000 $655K 0.04% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,963 shares 2,963 $650K 0.04% new Timeline PCT PURECYCLE TECHNOLOGIES INC More: the full row for PURECYCLE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 75,387 shares 75,387 $648K 0.04% new 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: 701 shares; 2025Q2: 701 shares; 2025Q3: 701 shares; 2025Q4: 989 shares 989 $646K 0.04% +288 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,118 shares; 2024Q4: 2,083 shares; 2025Q1: 2,084 shares; 2025Q2: 2,084 shares; 2025Q3: 2,308 shares; 2025Q4: 2,308 shares 2,308 $644K 0.04% 0 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,494 shares; 2025Q3: 4,408 shares; 2025Q4: 3,758 shares 3,758 $643K 0.04% -650 Timeline SLG SL GREEN RLTY CORP More: the full row for SL GREEN RLTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,870 shares 13,870 $636K 0.04% new Timeline LBRDA LIBERTY BROADBAND CORP More: the full row for LIBERTY BROADBAND CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,116 shares 13,116 $633K 0.04% new 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: not reported; 2024Q4: 1,467 shares; 2025Q1: 1,786 shares; 2025Q2: 1,776 shares; 2025Q3: 1,776 shares; 2025Q4: 1,864 shares 1,864 $628K 0.04% +88 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: 1,305 shares; 2024Q4: 1,589 shares; 2025Q1: 1,624 shares; 2025Q2: 1,808 shares; 2025Q3: 1,893 shares; 2025Q4: 2,030 shares 2,030 $620K 0.04% +137 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: 3,212 shares; 2024Q4: 3,302 shares; 2025Q1: 4,582 shares; 2025Q2: 5,124 shares; 2025Q3: 5,123 shares; 2025Q4: 5,123 shares 5,123 $616K 0.04% 0 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: 3,612 shares; 2024Q4: 6,383 shares; 2025Q1: 5,965 shares; 2025Q2: 6,581 shares; 2025Q3: 7,330 shares; 2025Q4: 7,654 shares 7,654 $614K 0.04% +324 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: 4,423 shares; 2024Q4: 4,493 shares; 2025Q1: 4,493 shares; 2025Q2: 4,738 shares; 2025Q3: 4,428 shares; 2025Q4: 4,428 shares 4,428 $610K 0.04% 0 Timeline SGRY SURGERY PARTNERS INC More: the full row for SURGERY PARTNERS 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: 30,311 shares; 2025Q4: 39,451 shares 39,451 $610K 0.04% +9,140 Timeline TAC TRANSALTA CORP More: the full row for TRANSALTA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,900 shares; 2024Q4: 55,900 shares; 2025Q1: 55,400 shares; 2025Q2: 54,300 shares; 2025Q3: 47,400 shares; 2025Q4: 47,900 shares 47,900 $605K 0.04% +500 Timeline VT 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: 5,589 shares; 2024Q4: 5,591 shares; 2025Q1: 4,383 shares; 2025Q2: 4,388 shares; 2025Q3: 4,346 shares; 2025Q4: 4,265 shares 4,265 $602K 0.04% -81 Timeline CROX CROCS INC More: the full row for CROCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,014 shares; 2024Q4: 3,114 shares; 2025Q1: 3,114 shares; 2025Q2: 3,114 shares; 2025Q3: 4,721 shares; 2025Q4: 7,029 shares 7,029 $601K 0.04% +2,308 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: 20,668 shares; 2024Q4: 19,603 shares; 2025Q1: 4,123 shares; 2025Q2: 4,063 shares; 2025Q3: 3,358 shares; 2025Q4: 3,408 shares 3,408 $598K 0.04% +50 Timeline CCOI COGENT COMM HOLDINGS INC More: the full row for COGENT COMM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,841 shares; 2024Q4: 15,055 shares; 2025Q1: 15,040 shares; 2025Q2: 14,741 shares; 2025Q3: 12,990 shares; 2025Q4: 27,716 shares 27,716 $598K 0.04% +14,726 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,670 shares; 2025Q1: 3,845 shares; 2025Q2: 3,820 shares; 2025Q3: 3,805 shares; 2025Q4: 3,820 shares 3,820 $591K 0.04% +15 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,340 shares; 2024Q4: 83,445 shares; 2025Q1: 37,245 shares; 2025Q2: 36,625 shares; 2025Q3: 26,675 shares; 2025Q4: 24,882 shares 24,882 $573K 0.04% -1,793 Timeline NTB BANK OF N T BUTTERFIELD & SO More: the full row for BANK OF N T BUTTERFIELD & SO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,240 shares; 2024Q4: 11,540 shares; 2025Q1: 11,740 shares; 2025Q2: 11,509 shares; 2025Q3: 11,264 shares; 2025Q4: 10,914 shares 10,914 $544K 0.04% -350 Timeline NOMD NOMAD FOODS LTD More: the full row for NOMAD FOODS 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: 43,015 shares 43,015 $538K 0.04% new 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: 2,341 shares; 2024Q4: 2,341 shares; 2025Q1: 2,593 shares; 2025Q2: 2,601 shares; 2025Q3: 2,601 shares; 2025Q4: 2,616 shares 2,616 $536K 0.04% +15 Timeline KWEB KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,900 shares; 2024Q4: 12,832 shares; 2025Q1: 12,432 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,686 shares 15,686 $534K 0.04% new Timeline FIG FIGMA INC More: the full row for FIGMA 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: 14,271 shares 14,271 $533K 0.04% new Timeline BSMQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,920 shares; 2024Q4: 19,535 shares; 2025Q1: 20,375 shares; 2025Q2: 20,415 shares; 2025Q3: 24,615 shares; 2025Q4: 22,465 shares 22,465 $531K 0.04% -2,150 Timeline WSBC WESBANCO INC More: the full row for WESBANCO 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: 15,280 shares 15,280 $508K 0.03% new Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,528 shares; 2024Q4: 4,528 shares; 2025Q1: 4,468 shares; 2025Q2: 4,443 shares; 2025Q3: 4,037 shares; 2025Q4: 3,969 shares 3,969 $506K 0.03% -68 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,300 shares; 2024Q4: 6,300 shares; 2025Q1: 6,000 shares; 2025Q2: 6,000 shares; 2025Q3: 5,900 shares; 2025Q4: 5,900 shares 5,900 $506K 0.03% 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: 3,510 shares; 2024Q4: 6,275 shares; 2025Q1: 7,385 shares; 2025Q2: 7,428 shares; 2025Q3: 7,428 shares; 2025Q4: 7,428 shares 7,428 $499K 0.03% 0 Timeline ARKW ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,587 shares; 2024Q4: 3,667 shares; 2025Q1: 3,508 shares; 2025Q2: 3,508 shares; 2025Q3: 3,345 shares; 2025Q4: 3,345 shares 3,345 $494K 0.03% 0 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: not reported; 2024Q4: 3,264 shares; 2025Q1: 4,069 shares; 2025Q2: 4,040 shares; 2025Q3: 3,828 shares; 2025Q4: 3,814 shares 3,814 $492K 0.03% -14 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,005 shares; 2025Q2: 2,005 shares; 2025Q3: 2,005 shares; 2025Q4: 3,964 shares 3,964 $482K 0.03% +1,959 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,004 shares; 2024Q4: 6,454 shares; 2025Q1: 7,422 shares; 2025Q2: 6,889 shares; 2025Q3: 6,904 shares; 2025Q4: 6,851 shares 6,851 $480K 0.03% -53 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,854 shares; 2024Q4: 3,994 shares; 2025Q1: 3,854 shares; 2025Q2: 3,854 shares; 2025Q3: 3,854 shares; 2025Q4: 3,854 shares 3,854 $474K 0.03% 0 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: 5,123 shares; 2024Q4: 4,683 shares; 2025Q1: 4,454 shares; 2025Q2: 3,903 shares; 2025Q3: 2,893 shares; 2025Q4: 2,893 shares 2,893 $464K 0.03% 0 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,571 shares; 2025Q3: 2,571 shares; 2025Q4: 2,224 shares 2,224 $463K 0.03% -347 Timeline COMP COMPASS INC More: the full row for COMPASS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,157 shares; 2024Q4: 69,431 shares; 2025Q1: 58,127 shares; 2025Q2: 43,257 shares; 2025Q3: 43,562 shares; 2025Q4: 43,284 shares 43,284 $458K 0.03% -278 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: 11,905 shares; 2024Q4: 12,860 shares; 2025Q1: 12,981 shares; 2025Q2: 12,756 shares; 2025Q3: 10,718 shares; 2025Q4: 11,125 shares 11,125 $453K 0.03% +407 Timeline PERI PERION NETWORK LTD More: the full row for PERION NETWORK 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: 47,280 shares 47,280 $453K 0.03% new Timeline GLNG GOLAR LNG LTD More: the full row for GOLAR LNG 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: 12,050 shares 12,050 $448K 0.03% new 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: not reported; 2024Q4: 14,108 shares; 2025Q1: 16,512 shares; 2025Q2: 16,355 shares; 2025Q3: 16,117 shares; 2025Q4: 16,242 shares 16,242 $446K 0.03% +125 Timeline SPXL 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: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares 2,000 $441K 0.03% 0 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,475 shares; 2025Q1: 3,475 shares; 2025Q2: 3,445 shares; 2025Q3: 3,445 shares; 2025Q4: 3,415 shares 3,415 $441K 0.03% -30 Timeline LPG DORIAN LPG LTD More: the full row for DORIAN LPG 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: 18,070 shares; 2025Q2: 17,970 shares; 2025Q3: 17,880 shares; 2025Q4: 18,080 shares 18,080 $440K 0.03% +200 Timeline GRND GRINDR INC More: the full row for GRINDR 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: 32,395 shares 32,395 $439K 0.03% new Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,416 shares; 2024Q4: 6,244 shares; 2025Q1: 6,021 shares; 2025Q2: 5,379 shares; 2025Q3: 4,545 shares; 2025Q4: 4,472 shares 4,472 $437K 0.03% -73 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: 680 shares; 2024Q4: 867 shares; 2025Q1: 1,028 shares; 2025Q2: 873 shares; 2025Q3: 933 shares; 2025Q4: 892 shares 892 $435K 0.03% -41 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,565 shares; 2025Q4: 5,315 shares 5,315 $429K 0.03% +2,750 Timeline YORW YORK WTR CO More: the full row for YORK WTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,786 shares; 2024Q4: 17,275 shares; 2025Q1: 17,275 shares; 2025Q2: 17,275 shares; 2025Q3: 14,075 shares; 2025Q4: 13,325 shares 13,325 $424K 0.03% -750 Timeline IREN IREN LIMITED More: the full row for IREN 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: 19,000 shares; 2025Q3: 15,000 shares; 2025Q4: 11,130 shares 11,130 $420K 0.03% -3,870 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,954 shares 3,954 $412K 0.03% new 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: 7,447 shares; 2024Q4: 8,307 shares; 2025Q1: 8,307 shares; 2025Q2: 8,307 shares; 2025Q3: 8,307 shares; 2025Q4: 7,582 shares 7,582 $408K 0.03% -725 Timeline LYV LIVE NATION ENTERTAINMENT IN More: the full row for LIVE NATION ENTERTAINMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,685 shares; 2024Q4: 2,685 shares; 2025Q1: 2,835 shares; 2025Q2: 2,735 shares; 2025Q3: 2,410 shares; 2025Q4: 2,860 shares 2,860 $408K 0.03% +450 Timeline QURE UNIQURE NV More: the full row for UNIQURE NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,500 shares; 2024Q4: 17,000 shares; 2025Q1: 13,500 shares; 2025Q2: 12,250 shares; 2025Q3: 7,000 shares; 2025Q4: 16,900 shares 16,900 $404K 0.03% +9,900 Timeline ZG ZILLOW GROUP INC More: the full row for ZILLOW GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,239 shares; 2024Q4: 8,364 shares; 2025Q1: 6,461 shares; 2025Q2: 6,246 shares; 2025Q3: 6,171 shares; 2025Q4: 5,926 shares 5,926 $404K 0.03% -245 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: 8,584 shares; 2024Q4: 8,584 shares; 2025Q1: 8,584 shares; 2025Q2: 8,584 shares; 2025Q3: 8,584 shares; 2025Q4: 8,584 shares 8,584 $402K 0.03% 0 Timeline TNGY TORTOISE CAPITAL SERIES TRUS More: the full row for TORTOISE CAPITAL SERIES TRUS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 45,504 shares; 2025Q3: 44,030 shares; 2025Q4: 44,030 shares 44,030 $398K 0.03% 0 Timeline DXJ 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: 3,050 shares; 2024Q4: 3,173 shares; 2025Q1: 2,808 shares; 2025Q2: 2,793 shares; 2025Q3: 2,758 shares; 2025Q4: 2,758 shares 2,758 $398K 0.03% 0 Timeline FWRD FORWARD AIR CORP More: the full row for FORWARD AIR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 42,560 shares; 2025Q4: 15,802 shares 15,802 $395K 0.03% -26,758 Timeline FUN SIX FLAGS ENTERTAINMENT CORP More: the full row for SIX FLAGS ENTERTAINMENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 29,095 shares; 2025Q4: 25,694 shares 25,694 $394K 0.03% -3,401 Timeline EMLC VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 21,075 shares; 2025Q2: 16,500 shares; 2025Q3: 15,800 shares; 2025Q4: 15,050 shares 15,050 $389K 0.03% -750 Timeline QRVO QORVO INC More: the full row for QORVO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,155 shares; 2024Q4: 25,330 shares; 2025Q1: 14,732 shares; 2025Q2: 11,422 shares; 2025Q3: 9,142 shares; 2025Q4: 4,577 shares 4,577 $387K 0.03% -4,565 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,694 shares 8,694 $386K 0.03% new Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,045 shares; 2024Q4: 1,242 shares; 2025Q1: 1,212 shares; 2025Q2: 1,212 shares; 2025Q3: 1,212 shares; 2025Q4: 1,212 shares 1,212 $386K 0.03% 0 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: not reported; 2024Q4: not reported; 2025Q1: 4,356 shares; 2025Q2: 5,421 shares; 2025Q3: 5,906 shares; 2025Q4: 6,842 shares 6,842 $375K 0.03% +936 Timeline MRX MAREX GROUP PLC More: the full row for MAREX GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,799 shares; 2025Q1: 8,049 shares; 2025Q2: 8,982 shares; 2025Q3: 9,627 shares; 2025Q4: 9,577 shares 9,577 $367K 0.03% -50 Timeline AES AES CORP More: the full row for AES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 161,118 shares; 2024Q4: 136,744 shares; 2025Q1: 138,186 shares; 2025Q2: 173,460 shares; 2025Q3: 123,001 shares; 2025Q4: 25,566 shares 25,566 $367K 0.03% -97,435 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: 1,732 shares; 2024Q4: 2,116 shares; 2025Q1: 2,032 shares; 2025Q2: 2,032 shares; 2025Q3: 2,012 shares; 2025Q4: 2,012 shares 2,012 $366K 0.03% 0 Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,683 shares; 2024Q4: 22,683 shares; 2025Q1: 23,683 shares; 2025Q2: 22,483 shares; 2025Q3: 22,483 shares; 2025Q4: 22,483 shares 22,483 $361K 0.02% 0 Timeline GPGI GPGI INC More: the full row for GPGI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,535 shares; 2025Q1: 21,967 shares; 2025Q2: 20,487 shares; 2025Q3: 20,402 shares; 2025Q4: 18,712 shares 18,712 $361K 0.02% -1,690 Timeline ABUS ARBUTUS BIOPHARMA CORP More: the full row for ARBUTUS BIOPHARMA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,761 shares; 2024Q4: 79,761 shares; 2025Q1: 79,761 shares; 2025Q2: 79,761 shares; 2025Q3: 74,761 shares; 2025Q4: 74,761 shares 74,761 $360K 0.02% 0 Timeline CSIQ CANADIAN SOLAR INC More: the full row for CANADIAN SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,260 shares; 2024Q4: 19,270 shares; 2025Q1: 19,270 shares; 2025Q2: 17,270 shares; 2025Q3: 18,075 shares; 2025Q4: 15,075 shares 15,075 $358K 0.02% -3,000 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,090 shares; 2024Q4: 5,090 shares; 2025Q1: 4,390 shares; 2025Q2: 4,390 shares; 2025Q3: 4,390 shares; 2025Q4: 4,503 shares 4,503 $356K 0.02% +113 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: not reported; 2024Q4: 609 shares; 2025Q1: 773 shares; 2025Q2: 535 shares; 2025Q3: 546 shares; 2025Q4: 563 shares 563 $353K 0.02% +17 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,300 shares; 2024Q4: 1,300 shares; 2025Q1: 1,300 shares; 2025Q2: 1,300 shares; 2025Q3: 1,300 shares; 2025Q4: 1,350 shares 1,350 $342K 0.02% +50 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: not reported; 2024Q4: 2,809 shares; 2025Q1: 2,809 shares; 2025Q2: 2,809 shares; 2025Q3: 2,809 shares; 2025Q4: 3,550 shares 3,550 $338K 0.02% +741 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 961 shares 961 $336K 0.02% new Timeline PCYO PURE CYCLE CORP More: the full row for PURE CYCLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,586 shares; 2024Q4: 32,886 shares; 2025Q1: 32,886 shares; 2025Q2: 31,886 shares; 2025Q3: 30,986 shares; 2025Q4: 30,536 shares 30,536 $336K 0.02% -450 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,240 shares; 2024Q4: 3,240 shares; 2025Q1: 3,243 shares; 2025Q2: 3,245 shares; 2025Q3: 3,247 shares; 2025Q4: 3,250 shares 3,250 $333K 0.02% +3 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,519 shares; 2024Q4: 3,914 shares; 2025Q1: 4,208 shares; 2025Q2: 4,208 shares; 2025Q3: 4,208 shares; 2025Q4: 4,200 shares 4,200 $333K 0.02% -8 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 162 shares 162 $326K 0.02% new 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: 949 shares; 2024Q4: 949 shares; 2025Q1: 1,089 shares; 2025Q2: 1,089 shares; 2025Q3: 1,089 shares; 2025Q4: 1,039 shares 1,039 $322K 0.02% -50 Timeline DK DELEK US HLDGS INC NEW More: the full row for DELEK US HLDGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 49,750 shares; 2025Q1: 43,100 shares; 2025Q2: 31,625 shares; 2025Q3: 18,000 shares; 2025Q4: 10,750 shares 10,750 $319K 0.02% -7,250 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,920 shares; 2025Q4: 4,720 shares 4,720 $318K 0.02% +1,800 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,819 shares; 2024Q4: 3,819 shares; 2025Q1: 3,819 shares; 2025Q2: 3,819 shares; 2025Q3: 3,819 shares; 2025Q4: 3,819 shares 3,819 $315K 0.02% 0 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 700 shares 700 $311K 0.02% new Timeline GPK GRAPHIC PACKAGING HLDG CO More: the full row for GRAPHIC PACKAGING HLDG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,565 shares; 2024Q4: 30,775 shares; 2025Q1: 34,045 shares; 2025Q2: 20,587 shares; 2025Q3: 20,587 shares; 2025Q4: 20,587 shares 20,587 $310K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: 3,435 shares; 2025Q2: 3,435 shares; 2025Q3: 3,085 shares; 2025Q4: 4,593 shares 4,593 $308K 0.02% +1,508 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,671 shares; 2024Q4: 1,671 shares; 2025Q1: 1,671 shares; 2025Q2: 1,571 shares; 2025Q3: 1,471 shares; 2025Q4: 1,471 shares 1,471 $307K 0.02% 0 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,185 shares; 2025Q4: 1,185 shares 1,185 $306K 0.02% 0 Timeline PSBD PALMER SQUARE CAPITAL BDC IN More: the full row for PALMER SQUARE CAPITAL BDC IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,047 shares 25,047 $305K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,124 shares 4,124 $303K 0.02% new Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,247 shares; 2024Q4: 1,247 shares; 2025Q1: 1,247 shares; 2025Q2: 1,247 shares; 2025Q3: 1,247 shares; 2025Q4: 1,247 shares 1,247 $303K 0.02% 0 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,329 shares; 2024Q4: 26,404 shares; 2025Q1: 26,305 shares; 2025Q2: 25,891 shares; 2025Q3: 25,420 shares; 2025Q4: 2,397 shares 2,397 $302K 0.02% -23,023 Timeline YEXT YEXT INC More: the full row for YEXT 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: 37,050 shares 37,050 $299K 0.02% new Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 664 shares 664 $280K 0.02% new Timeline PJT PJT PARTNERS INC More: the full row for PJT PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,752 shares; 2025Q2: 1,702 shares; 2025Q3: 1,702 shares; 2025Q4: 1,672 shares 1,672 $280K 0.02% -30 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,316 shares 1,316 $277K 0.02% new Timeline BGSF BGSF INC More: the full row for BGSF INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,880 shares; 2024Q4: 45,350 shares; 2025Q1: not reported; 2025Q2: 54,393 shares; 2025Q3: 63,157 shares; 2025Q4: 59,697 shares 59,697 $276K 0.02% -3,460 Timeline QUS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,612 shares; 2025Q3: 1,611 shares; 2025Q4: 1,581 shares 1,581 $276K 0.02% -30 Timeline MRP MILLROSE PPTYS INC More: the full row for MILLROSE PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,720 shares; 2025Q2: 10,262 shares; 2025Q3: 8,537 shares; 2025Q4: 9,186 shares 9,186 $274K 0.02% +649 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,979 shares; 2025Q4: 5,979 shares 5,979 $274K 0.02% 0 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,283 shares; 2025Q3: 8,283 shares; 2025Q4: 8,283 shares 8,283 $274K 0.02% 0 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: 5,249 shares; 2024Q4: 4,949 shares; 2025Q1: 4,716 shares; 2025Q2: 4,695 shares; 2025Q3: 4,695 shares; 2025Q4: 5,104 shares 5,104 $270K 0.02% +409 Timeline IGM 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: 2,064 shares; 2025Q1: not reported; 2025Q2: 2,064 shares; 2025Q3: 2,064 shares; 2025Q4: 2,064 shares 2,064 $267K 0.02% 0 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,419 shares; 2025Q1: 6,955 shares; 2025Q2: 6,625 shares; 2025Q3: 6,381 shares; 2025Q4: 5,960 shares 5,960 $264K 0.02% -421 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: 7,050 shares; 2024Q4: 7,475 shares; 2025Q1: 6,775 shares; 2025Q2: 5,875 shares; 2025Q3: 5,875 shares; 2025Q4: 5,875 shares 5,875 $263K 0.02% 0 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,708 shares 1,708 $262K 0.02% new Timeline HEDJ 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: 5,536 shares; 2024Q4: 5,536 shares; 2025Q1: 5,191 shares; 2025Q2: 5,161 shares; 2025Q3: 4,911 shares; 2025Q4: 4,911 shares 4,911 $261K 0.02% 0 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,900 shares; 2024Q4: 1,970 shares; 2025Q1: 1,987 shares; 2025Q2: 2,206 shares; 2025Q3: 1,340 shares; 2025Q4: 1,602 shares 1,602 $259K 0.02% +262 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,919 shares 3,919 $256K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: 1,825 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,081 shares 2,081 $255K 0.02% new Timeline AIV APARTMENT INVT & MGMT CO More: the full row for APARTMENT INVT & MGMT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 76,400 shares; 2025Q4: 42,900 shares 42,900 $255K 0.02% -33,500 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,935 shares; 2025Q1: 3,950 shares; 2025Q2: 3,865 shares; 2025Q3: 3,830 shares; 2025Q4: 3,715 shares 3,715 $254K 0.02% -115 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: 4,640 shares; 2024Q4: 4,640 shares; 2025Q1: 4,640 shares; 2025Q2: 4,640 shares; 2025Q3: 4,640 shares; 2025Q4: 4,390 shares 4,390 $253K 0.02% -250 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,450 shares; 2024Q4: not reported; 2025Q1: 1,561 shares; 2025Q2: 1,561 shares; 2025Q3: 1,561 shares; 2025Q4: 1,561 shares 1,561 $249K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: 235 shares; 2025Q2: 235 shares; 2025Q3: 264 shares; 2025Q4: 2,650 shares 2,650 $248K 0.02% +2,386 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,116 shares; 2025Q4: 2,116 shares 2,116 $246K 0.02% 0 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: not reported; 2024Q4: 3,098 shares; 2025Q1: 4,313 shares; 2025Q2: 4,350 shares; 2025Q3: 4,280 shares; 2025Q4: 3,654 shares 3,654 $245K 0.02% -626 Timeline FVR FRONTVIEW REIT INC More: the full row for FRONTVIEW REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,450 shares 16,450 $243K 0.02% new Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,030 shares; 2024Q4: 11,942 shares; 2025Q1: 8,407 shares; 2025Q2: 27,539 shares; 2025Q3: 27,465 shares; 2025Q4: 5,900 shares 5,900 $243K 0.02% -21,565 Timeline RVTY REVVITY INC More: the full row for REVVITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,500 shares; 2024Q4: 3,500 shares; 2025Q1: 3,500 shares; 2025Q2: 2,500 shares; 2025Q3: 2,500 shares; 2025Q4: 2,500 shares 2,500 $242K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,553 shares; 2025Q3: 3,254 shares; 2025Q4: 2,716 shares 2,716 $237K 0.02% -538 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,041 shares; 2025Q3: not reported; 2025Q4: 3,631 shares 3,631 $236K 0.02% new Timeline CASH PATHWARD FINANCIAL INC More: the full row for PATHWARD FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,354 shares; 2024Q4: 9,564 shares; 2025Q1: 9,509 shares; 2025Q2: 6,547 shares; 2025Q3: 3,290 shares; 2025Q4: 3,290 shares 3,290 $234K 0.02% 0 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,628 shares; 2024Q4: 4,322 shares; 2025Q1: 11,401 shares; 2025Q2: 9,696 shares; 2025Q3: 4,090 shares; 2025Q4: 4,552 shares 4,552 $232K 0.02% +462 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,212 shares 1,212 $231K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: 530 shares; 2025Q2: 760 shares; 2025Q3: 790 shares; 2025Q4: 790 shares 790 $229K 0.02% 0 Timeline MSDL MORGAN STANLEY DIRECT LENDIN More: the full row for MORGAN STANLEY DIRECT LENDIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,910 shares 13,910 $229K 0.02% new Timeline CLF CLEVELAND-CLIFFS INC NEW More: the full row for CLEVELAND-CLIFFS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,650 shares; 2024Q4: 14,150 shares; 2025Q1: 14,650 shares; 2025Q2: 12,650 shares; 2025Q3: 12,650 shares; 2025Q4: 17,000 shares 17,000 $226K 0.02% +4,350 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,430 shares; 2024Q4: 6,430 shares; 2025Q1: 6,180 shares; 2025Q2: 4,980 shares; 2025Q3: 3,980 shares; 2025Q4: 3,980 shares 3,980 $225K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 992 shares 992 $223K 0.02% new Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,555 shares; 2025Q3: 3,855 shares; 2025Q4: 3,856 shares 3,856 $221K 0.02% +1 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: 1,885 shares; 2024Q4: not reported; 2025Q1: 1,885 shares; 2025Q2: 1,965 shares; 2025Q3: 1,965 shares; 2025Q4: 1,990 shares 1,990 $219K 0.01% +25 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,869 shares 2,869 $218K 0.01% new Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,127 shares; 2024Q4: 4,333 shares; 2025Q1: 4,186 shares; 2025Q2: 4,401 shares; 2025Q3: 4,401 shares; 2025Q4: 2,148 shares 2,148 $216K 0.01% -2,253 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,418 shares 4,418 $215K 0.01% new Timeline SIRI SIRIUSXM HOLDINGS INC More: the full row for SIRIUSXM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,333 shares; 2024Q4: 9,832 shares; 2025Q1: 9,582 shares; 2025Q2: not reported; 2025Q3: 10,701 shares; 2025Q4: 10,540 shares 10,540 $211K 0.01% -161 Timeline RKT ROCKET COS INC More: the full row for ROCKET COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,630 shares 10,630 $206K 0.01% new Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,065 shares; 2025Q1: 1,070 shares; 2025Q2: 870 shares; 2025Q3: 870 shares; 2025Q4: 440 shares 440 $205K 0.01% -430 Timeline CWEN CLEARWAY ENERGY INC More: the full row for CLEARWAY ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,066 shares 6,066 $202K 0.01% new Timeline IHI 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: 3,235 shares; 2025Q3: not reported; 2025Q4: 3,235 shares 3,235 $201K 0.01% new Timeline SBET SHARPLINK INC More: the full row for SHARPLINK 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: 22,000 shares 22,000 $197K 0.01% new Timeline FRMM FORUM MARKETS INC More: the full row for FORUM MARKETS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 40,048 shares 40,048 $196K 0.01% new Timeline XNET XUNLEI LTD More: the full row for XUNLEI 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: 15,688 shares; 2025Q4: 25,588 shares 25,588 $181K 0.01% +9,900 Timeline BGC BGC GROUP INC More: the full row for BGC GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,422 shares; 2025Q2: 19,422 shares; 2025Q3: 19,222 shares; 2025Q4: 19,222 shares 19,222 $172K 0.01% 0 Timeline SJT SAN JUAN BASIN RTY TR More: the full row for SAN JUAN BASIN RTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 38,261 shares; 2025Q1: 30,825 shares; 2025Q2: 28,825 shares; 2025Q3: 28,825 shares; 2025Q4: 28,825 shares 28,825 $162K 0.01% 0 Timeline PGX INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,430 shares; 2025Q2: 16,880 shares; 2025Q3: 16,880 shares; 2025Q4: 14,230 shares 14,230 $160K 0.01% -2,650 Timeline SGU STAR GROUP LP More: the full row for STAR GROUP LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,000 shares; 2024Q4: 13,000 shares; 2025Q1: 13,000 shares; 2025Q2: 13,000 shares; 2025Q3: 13,000 shares; 2025Q4: 13,000 shares 13,000 $154K 0.01% 0 Timeline AIOT POWERFLEET INC More: the full row for POWERFLEET 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: 28,070 shares 28,070 $149K 0.01% new Timeline PTLO PORTILLOS INC More: the full row for PORTILLOS 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: 31,500 shares 31,500 $143K 0.01% new Timeline CNTX CONTEXT THERAPEUTICS INC More: the full row for CONTEXT THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,000 shares; 2024Q4: 57,804 shares; 2025Q1: 57,804 shares; 2025Q2: 57,804 shares; 2025Q3: 92,804 shares; 2025Q4: 92,804 shares 92,804 $136K 0.01% 0 Timeline EVGO EVGO INC More: the full row for EVGO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,800 shares; 2025Q1: 17,800 shares; 2025Q2: 32,800 shares; 2025Q3: 33,500 shares; 2025Q4: 46,050 shares 46,050 $134K 0.01% +12,550 Timeline TH TARGET HOSPITALITY CORP More: the full row for TARGET HOSPITALITY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,000 shares 14,000 $112K 0.01% new Timeline PACB PACIFIC BIOSCIENCES CALIF IN More: the full row for PACIFIC BIOSCIENCES CALIF IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 119,886 shares; 2024Q4: 113,886 shares; 2025Q1: 123,184 shares; 2025Q2: 122,894 shares; 2025Q3: 125,294 shares; 2025Q4: 58,710 shares 58,710 $110K 0.01% -66,584 Timeline ASTL ALGOMA STL GROUP INC More: the full row for ALGOMA STL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 26,000 shares 26,000 $107K 0.01% new Timeline PVL PERMIANVILLE RTY TR More: the full row for PERMIANVILLE RTY 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: 45,006 shares; 2025Q4: 50,506 shares 50,506 $90.9K 0.01% +5,500 Timeline LIQT LIQTECH INTL INC More: the full row for LIQTECH INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,076 shares; 2024Q4: 60,963 shares; 2025Q1: 60,775 shares; 2025Q2: 60,775 shares; 2025Q3: 60,775 shares; 2025Q4: 60,775 shares 60,775 $88.7K 0.01% 0 Timeline IAUX I-80 GOLD CORP More: the full row for I-80 GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,000 shares; 2024Q4: 19,000 shares; 2025Q1: 36,122 shares; 2025Q2: 53,655 shares; 2025Q3: 58,667 shares; 2025Q4: 58,667 shares 58,667 $85.7K 0.01% 0 Timeline PTON PELOTON INTERACTIVE INC More: the full row for PELOTON INTERACTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,665 shares; 2024Q4: 12,665 shares; 2025Q1: 12,665 shares; 2025Q2: 12,635 shares; 2025Q3: 12,635 shares; 2025Q4: 12,035 shares 12,035 $74.1K 0.01% -600 Timeline AUNA AUNA S A More: the full row for AUNA S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,845 shares 12,845 $63.2K <0.01% new Timeline CSANY COSAN S A More: the full row for COSAN S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 27,000 shares; 2025Q1: 39,500 shares; 2025Q2: 44,500 shares; 2025Q3: not reported; 2025Q4: 13,500 shares 13,500 $53.3K <0.01% new Timeline BFLY BUTTERFLY NETWORK INC More: the full row for BUTTERFLY NETWORK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,335 shares; 2024Q4: 11,705 shares; 2025Q1: 11,975 shares; 2025Q2: 11,755 shares; 2025Q3: 11,755 shares; 2025Q4: 12,455 shares 12,455 $47.3K <0.01% +700 Timeline CABA CABALETTA BIO INC More: the full row for CABALETTA BIO 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: 19,500 shares 19,500 $42.7K <0.01% new Timeline AMTX AEMETIS INC More: the full row for AEMETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,475 shares; 2025Q1: 16,750 shares; 2025Q2: 21,950 shares; 2025Q3: 24,850 shares; 2025Q4: 20,175 shares 20,175 $28K <0.01% -4,675 Timeline OGI ORGANIGRAM GLOBAL INC More: the full row for ORGANIGRAM GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 40,000 shares; 2025Q3: not reported; 2025Q4: 13,000 shares 13,000 $21.9K <0.01% new Timeline IBRX IMMUNITYBIO INC More: the full row for IMMUNITYBIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,000 shares 10,000 $19.8K <0.01% new Timeline AKBA AKEBIA THREAPEUTICS INC More: the full row for AKEBIA THREAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,000 shares 10,000 $16.1K <0.01% new Timeline MREO MEREO BIOPHARMA GROUP PLC More: the full row for MEREO BIOPHARMA GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,500 shares; 2024Q4: 42,000 shares; 2025Q1: 42,000 shares; 2025Q2: 42,000 shares; 2025Q3: 77,000 shares; 2025Q4: 35,000 shares 35,000 $14.6K <0.01% -42,000 Timeline ALLO ALLOGENE THERAPEUTICS INC More: the full row for ALLOGENE THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,000 shares 10,000 $13.7K <0.01% new Timeline PRPL PURPLE INNOVATION INC More: the full row for PURPLE INNOVATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,600 shares 10,600 $7.32K <0.01% new Timeline