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: 1,035,396 shares; 2024Q4: 1,009,151 shares; 2025Q1: 1,028,241 shares; 2025Q2: 975,629 shares; 2025Q3: 980,475 shares; 2025Q4: 990,424 shares 990,424 $185M 6.66% +9,949 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 510,355 shares; 2024Q4: 524,466 shares; 2025Q1: 534,291 shares; 2025Q2: 524,195 shares; 2025Q3: 543,635 shares; 2025Q4: 557,270 shares 557,270 $151M 5.46% +13,635 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: 189,099 shares; 2024Q4: 192,820 shares; 2025Q1: 197,516 shares; 2025Q2: 198,773 shares; 2025Q3: 203,728 shares; 2025Q4: 205,832 shares 205,832 $99.5M 3.59% +2,104 Timeline SHY 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: 148,443 shares; 2024Q4: 225,321 shares; 2025Q1: 287,678 shares; 2025Q2: 394,083 shares; 2025Q3: 799,559 shares; 2025Q4: 858,478 shares 858,478 $71.1M 2.56% +58,919 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: 77,224 shares; 2024Q4: 77,612 shares; 2025Q1: 93,478 shares; 2025Q2: 108,875 shares; 2025Q3: 160,811 shares; 2025Q4: 166,931 shares 166,931 $66.2M 2.39% +6,120 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: 258,033 shares; 2024Q4: 252,382 shares; 2025Q1: 252,280 shares; 2025Q2: 245,011 shares; 2025Q3: 252,649 shares; 2025Q4: 250,687 shares 250,687 $57.9M 2.09% -1,962 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: 155,137 shares; 2024Q4: 157,998 shares; 2025Q1: 157,179 shares; 2025Q2: 153,699 shares; 2025Q3: 157,143 shares; 2025Q4: 157,692 shares 157,692 $49.5M 1.78% +549 Timeline ORLA ORLA MNG LTD NEW More: the full row for ORLA MNG LTD NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,481,667 shares; 2024Q4: 1,786,415 shares; 2025Q1: 2,918,040 shares; 2025Q2: 2,543,641 shares; 2025Q3: 3,126,430 shares; 2025Q4: 3,371,814 shares 3,371,814 $45.4M 1.64% +245,384 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 302,617 shares; 2024Q4: 654,730 shares; 2025Q1: 602,719 shares; 2025Q2: 583,186 shares; 2025Q3: 517,960 shares; 2025Q4: 462,029 shares 462,029 $42.2M 1.52% -55,931 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: 96,090 shares; 2024Q4: 100,467 shares; 2025Q1: 118,628 shares; 2025Q2: 122,198 shares; 2025Q3: 128,487 shares; 2025Q4: 132,172 shares 132,172 $41.4M 1.49% +3,685 Timeline SCEC CAPITOL SER TR More: the full row for CAPITOL SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,210,812 shares; 2025Q3: 1,415,240 shares; 2025Q4: 1,563,997 shares 1,563,997 $39.7M 1.43% +148,757 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: 72,523 shares; 2024Q4: 72,505 shares; 2025Q1: 73,683 shares; 2025Q2: 75,476 shares; 2025Q3: 77,192 shares; 2025Q4: 77,440 shares 77,440 $38.9M 1.4% +248 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 272,375 shares; 2024Q4: 268,485 shares; 2025Q1: 323,338 shares; 2025Q2: 376,436 shares; 2025Q3: 407,294 shares; 2025Q4: 434,549 shares 434,549 $36.4M 1.31% +27,255 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: 49,667 shares; 2024Q4: 50,766 shares; 2025Q1: 51,580 shares; 2025Q2: 52,996 shares; 2025Q3: 58,716 shares; 2025Q4: 54,282 shares 54,282 $35.8M 1.29% -4,434 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: 79,531 shares; 2024Q4: 81,796 shares; 2025Q1: 84,127 shares; 2025Q2: 92,223 shares; 2025Q3: 94,579 shares; 2025Q4: 98,661 shares 98,661 $33.1M 1.19% +4,082 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: 159,963 shares; 2024Q4: 148,668 shares; 2025Q1: 161,719 shares; 2025Q2: 77,548 shares; 2025Q3: 145,457 shares; 2025Q4: 154,592 shares 154,592 $32M 1.16% +9,135 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: 95,748 shares; 2024Q4: 107,146 shares; 2025Q1: 101,367 shares; 2025Q2: 101,311 shares; 2025Q3: 101,334 shares; 2025Q4: 98,703 shares 98,703 $31.8M 1.15% -2,631 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: 37,679 shares; 2024Q4: 37,287 shares; 2025Q1: 36,635 shares; 2025Q2: 35,483 shares; 2025Q3: 35,840 shares; 2025Q4: 34,618 shares 34,618 $29.9M 1.08% -1,222 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: 33,726 shares; 2024Q4: 37,210 shares; 2025Q1: 40,724 shares; 2025Q2: 72,746 shares; 2025Q3: 75,432 shares; 2025Q4: 77,434 shares 77,434 $26.8M 0.97% +2,002 Timeline FCN FTI CONSULTING INC More: the full row for FTI CONSULTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,616 shares; 2024Q4: 79,894 shares; 2025Q1: 62,938 shares; 2025Q2: 56,451 shares; 2025Q3: 117,717 shares; 2025Q4: 155,109 shares 155,109 $26.5M 0.96% +37,392 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: 62,322 shares; 2024Q4: 64,287 shares; 2025Q1: 67,846 shares; 2025Q2: 67,106 shares; 2025Q3: 68,804 shares; 2025Q4: 68,069 shares 68,069 $23.9M 0.86% -735 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: 733,918 shares; 2024Q4: 343,711 shares; 2025Q1: 170,312 shares; 2025Q2: 133,193 shares; 2025Q3: 131,908 shares; 2025Q4: 131,335 shares 131,335 $23.3M 0.84% -573 Timeline JMST 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: 390,863 shares; 2024Q4: 436,070 shares; 2025Q1: 478,001 shares; 2025Q2: 530,088 shares; 2025Q3: 525,390 shares; 2025Q4: 440,879 shares 440,879 $22.5M 0.81% -84,511 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: 228,443 shares; 2024Q4: 240,454 shares; 2025Q1: 259,513 shares; 2025Q2: 318,994 shares; 2025Q3: 335,418 shares; 2025Q4: 356,150 shares 356,150 $20.5M 0.74% +20,732 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: 135,305 shares; 2024Q4: 120,478 shares; 2025Q1: 123,552 shares; 2025Q2: 121,025 shares; 2025Q3: 99,944 shares; 2025Q4: 97,741 shares 97,741 $20.2M 0.73% -2,203 Timeline BILS 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: 224,996 shares; 2024Q4: 227,939 shares; 2025Q1: 225,477 shares; 2025Q2: 209,539 shares; 2025Q3: 213,114 shares; 2025Q4: 197,101 shares 197,101 $19.6M 0.71% -16,013 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 295,491 shares; 2024Q4: 280,162 shares; 2025Q1: 257,132 shares; 2025Q2: 243,121 shares; 2025Q3: 221,284 shares; 2025Q4: 213,739 shares 213,739 $19.6M 0.71% -7,545 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: 3,842 shares; 2024Q4: 6,512 shares; 2025Q1: 21,094 shares; 2025Q2: 22,350 shares; 2025Q3: 26,976 shares; 2025Q4: 27,949 shares 27,949 $19.1M 0.69% +973 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: 55,651 shares; 2024Q4: 48,383 shares; 2025Q1: 49,605 shares; 2025Q2: 51,376 shares; 2025Q3: 71,640 shares; 2025Q4: 83,604 shares 83,604 $19.1M 0.69% +11,964 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 216,399 shares; 2024Q4: 208,270 shares; 2025Q1: 192,111 shares; 2025Q2: 188,458 shares; 2025Q3: 202,013 shares; 2025Q4: 208,204 shares 208,204 $18.2M 0.65% +6,191 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: 117,205 shares; 2024Q4: 129,052 shares; 2025Q1: 91,740 shares; 2025Q2: 112,015 shares; 2025Q3: 85,946 shares; 2025Q4: 81,621 shares 81,621 $16.8M 0.6% -4,325 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: 79,088 shares; 2024Q4: 80,353 shares; 2025Q1: 81,484 shares; 2025Q2: 82,207 shares; 2025Q3: 91,098 shares; 2025Q4: 94,207 shares 94,207 $16.1M 0.58% +3,109 Timeline GROY GOLD ROYALTY CORP More: the full row for GOLD ROYALTY 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: 3,942,457 shares 3,942,457 $15.9M 0.57% new Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 150,084 shares; 2024Q4: 143,451 shares; 2025Q1: 135,710 shares; 2025Q2: 133,783 shares; 2025Q3: 137,891 shares; 2025Q4: 134,121 shares 134,121 $15.7M 0.57% -3,770 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: 20,020 shares; 2024Q4: 19,311 shares; 2025Q1: 17,896 shares; 2025Q2: 17,469 shares; 2025Q3: 17,276 shares; 2025Q4: 16,852 shares 16,852 $14.8M 0.53% -424 Timeline OR OR ROYALTIES INC. More: the full row for OR ROYALTIES 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: 179,574 shares; 2025Q3: 381,747 shares; 2025Q4: 408,918 shares 408,918 $14.5M 0.52% +27,171 Timeline GLRE GREENLIGHT CAP RE LTD More: the full row for GREENLIGHT CAP RE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 364,269 shares; 2024Q4: 359,519 shares; 2025Q1: 677,566 shares; 2025Q2: 865,797 shares; 2025Q3: 914,398 shares; 2025Q4: 977,105 shares 977,105 $14.2M 0.51% +62,707 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: 15,567 shares; 2024Q4: 17,389 shares; 2025Q1: 21,060 shares; 2025Q2: 22,214 shares; 2025Q3: 21,089 shares; 2025Q4: 20,736 shares 20,736 $14.1M 0.51% -353 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,869 shares; 2024Q4: 14,478 shares; 2025Q1: 13,493 shares; 2025Q2: 12,996 shares; 2025Q3: 12,875 shares; 2025Q4: 20,698 shares 20,698 $13.7M 0.49% +7,823 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: 23,073 shares; 2024Q4: 23,490 shares; 2025Q1: 25,189 shares; 2025Q2: 29,279 shares; 2025Q3: 29,737 shares; 2025Q4: 30,208 shares 30,208 $13.6M 0.49% +471 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: 83,531 shares; 2024Q4: 83,034 shares; 2025Q1: 78,308 shares; 2025Q2: 72,523 shares; 2025Q3: 70,776 shares; 2025Q4: 67,336 shares 67,336 $13.1M 0.47% -3,440 Timeline SMMD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 131,279 shares; 2024Q4: 138,095 shares; 2025Q1: 142,924 shares; 2025Q2: 152,710 shares; 2025Q3: 158,638 shares; 2025Q4: 173,504 shares 173,504 $13M 0.47% +14,866 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,611 shares; 2024Q4: 28,668 shares; 2025Q1: 24,900 shares; 2025Q2: 25,353 shares; 2025Q3: 23,058 shares; 2025Q4: 22,854 shares 22,854 $12.6M 0.46% -204 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 122,173 shares; 2024Q4: 120,456 shares; 2025Q1: 115,270 shares; 2025Q2: 111,622 shares; 2025Q3: 109,437 shares; 2025Q4: 105,223 shares 105,223 $12.4M 0.45% -4,214 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: 86,684 shares; 2024Q4: 83,979 shares; 2025Q1: 79,122 shares; 2025Q2: 78,410 shares; 2025Q3: 80,061 shares; 2025Q4: 77,795 shares 77,795 $12M 0.43% -2,266 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: 41,183 shares; 2024Q4: 41,579 shares; 2025Q1: 32,373 shares; 2025Q2: 25,398 shares; 2025Q3: 24,767 shares; 2025Q4: 24,351 shares 24,351 $11.3M 0.41% -416 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,393 shares; 2024Q4: 5,381 shares; 2025Q1: 5,590 shares; 2025Q2: 97,749 shares; 2025Q3: 115,900 shares; 2025Q4: 121,804 shares 121,804 $11.1M 0.4% +5,904 Timeline AGI ALAMOS GOLD INC More: the full row for ALAMOS GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,783 shares; 2024Q4: 43,210 shares; 2025Q1: 45,598 shares; 2025Q2: 90,267 shares; 2025Q3: 101,314 shares; 2025Q4: 279,843 shares 279,843 $10.8M 0.39% +178,529 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,554 shares; 2024Q4: 32,092 shares; 2025Q1: 23,124 shares; 2025Q2: 22,889 shares; 2025Q3: 22,618 shares; 2025Q4: 22,145 shares 22,145 $10.7M 0.39% -473 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,244 shares; 2024Q4: 4,832 shares; 2025Q1: 43,833 shares; 2025Q2: 114,189 shares; 2025Q3: 122,664 shares; 2025Q4: 131,080 shares 131,080 $10.7M 0.38% +8,416 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,836 shares; 2024Q4: 49,823 shares; 2025Q1: 46,517 shares; 2025Q2: 44,488 shares; 2025Q3: 42,730 shares; 2025Q4: 40,980 shares 40,980 $10.6M 0.38% -1,750 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,428 shares; 2024Q4: 58,587 shares; 2025Q1: 52,777 shares; 2025Q2: 49,136 shares; 2025Q3: 47,941 shares; 2025Q4: 45,593 shares 45,593 $10.4M 0.37% -2,348 Timeline RS RELIANCE INC More: the full row for RELIANCE 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: 35,647 shares 35,647 $10.3M 0.37% new Timeline FCFS FIRSTCASH HOLDINGS INC More: the full row for FIRSTCASH HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,725 shares; 2024Q4: 12,774 shares; 2025Q1: 12,363 shares; 2025Q2: 57,520 shares; 2025Q3: 59,782 shares; 2025Q4: 63,133 shares 63,133 $10.1M 0.36% +3,351 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,259 shares; 2024Q4: 67,856 shares; 2025Q1: 67,495 shares; 2025Q2: 51,468 shares; 2025Q3: 50,775 shares; 2025Q4: 49,356 shares 49,356 $10M 0.36% -1,419 Timeline CLB CORE LABORATORIES INC More: the full row for CORE LABORATORIES 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: 622,453 shares 622,453 $9.98M 0.36% new 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: 16,257 shares; 2024Q4: 47,644 shares; 2025Q1: 69,395 shares; 2025Q2: 78,019 shares; 2025Q3: 81,719 shares; 2025Q4: 85,087 shares 85,087 $9.93M 0.36% +3,368 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,417 shares; 2024Q4: 63,672 shares; 2025Q1: 92,848 shares; 2025Q2: 107,609 shares; 2025Q3: 106,159 shares; 2025Q4: 112,553 shares 112,553 $9.39M 0.34% +6,394 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: 111,526 shares; 2024Q4: 124,460 shares; 2025Q1: 140,533 shares; 2025Q2: 152,346 shares; 2025Q3: 150,995 shares; 2025Q4: 149,654 shares 149,654 $9.35M 0.34% -1,341 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: 113,493 shares; 2024Q4: 123,304 shares; 2025Q1: 142,038 shares; 2025Q2: 151,262 shares; 2025Q3: 157,773 shares; 2025Q4: 168,966 shares 168,966 $9.29M 0.34% +11,193 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,069 shares; 2024Q4: 69,311 shares; 2025Q1: 63,904 shares; 2025Q2: 60,682 shares; 2025Q3: 59,509 shares; 2025Q4: 57,053 shares 57,053 $9.16M 0.33% -2,456 Timeline MUB 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: 73,872 shares; 2024Q4: 84,349 shares; 2025Q1: 93,757 shares; 2025Q2: 100,168 shares; 2025Q3: 85,068 shares; 2025Q4: 83,258 shares 83,258 $8.92M 0.32% -1,810 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,102 shares; 2025Q2: 16,362 shares; 2025Q3: 24,746 shares; 2025Q4: 26,130 shares 26,130 $8.89M 0.32% +1,384 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: 13,000 shares; 2024Q4: 13,123 shares; 2025Q1: 13,259 shares; 2025Q2: 14,112 shares; 2025Q3: 14,439 shares; 2025Q4: 14,157 shares 14,157 $8.88M 0.32% -282 Timeline MSB MESABI TR More: the full row for MESABI 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: 160,918 shares; 2025Q4: 228,244 shares 228,244 $8.79M 0.32% +67,326 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,208 shares; 2024Q4: 61,455 shares; 2025Q1: 147,327 shares; 2025Q2: 154,893 shares; 2025Q3: 147,074 shares; 2025Q4: 109,957 shares 109,957 $8.77M 0.32% -37,117 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: 126,356 shares; 2024Q4: 119,092 shares; 2025Q1: 110,295 shares; 2025Q2: 105,218 shares; 2025Q3: 104,464 shares; 2025Q4: 99,923 shares 99,923 $8.75M 0.32% -4,541 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: 32,046 shares; 2025Q2: 25,426 shares; 2025Q3: 47,597 shares; 2025Q4: 50,210 shares 50,210 $8.6M 0.31% +2,613 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,668 shares; 2024Q4: 60,143 shares; 2025Q1: 46,788 shares; 2025Q2: 59,072 shares; 2025Q3: 64,315 shares; 2025Q4: 50,676 shares 50,676 $8.59M 0.31% -13,639 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: 135,033 shares; 2024Q4: 124,436 shares; 2025Q1: 120,213 shares; 2025Q2: 117,177 shares; 2025Q3: 115,108 shares; 2025Q4: 111,412 shares 111,412 $8.58M 0.31% -3,696 Timeline SHV 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: 15,958 shares; 2025Q4: 76,833 shares 76,833 $8.46M 0.31% +60,875 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: 35,115 shares; 2024Q4: 39,313 shares; 2025Q1: 46,082 shares; 2025Q2: 46,544 shares; 2025Q3: 45,070 shares; 2025Q4: 45,977 shares 45,977 $8.43M 0.3% +907 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 178,855 shares; 2024Q4: 171,764 shares; 2025Q1: 159,284 shares; 2025Q2: 156,826 shares; 2025Q3: 156,298 shares; 2025Q4: 153,552 shares 153,552 $8.38M 0.3% -2,746 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,143 shares; 2024Q4: 80,684 shares; 2025Q1: 74,183 shares; 2025Q2: 68,848 shares; 2025Q3: 67,589 shares; 2025Q4: 65,025 shares 65,025 $8.3M 0.3% -2,564 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,197 shares; 2024Q4: 26,549 shares; 2025Q1: 24,012 shares; 2025Q2: 92,111 shares; 2025Q3: 130,292 shares; 2025Q4: 126,002 shares 126,002 $8.1M 0.29% -4,290 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: 28,391 shares; 2024Q4: 39,011 shares; 2025Q1: 42,159 shares; 2025Q2: 4,071 shares; 2025Q3: 4,288 shares; 2025Q4: 66,622 shares 66,622 $7.73M 0.28% +62,334 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: 36,355 shares; 2024Q4: 45,447 shares; 2025Q1: 65,686 shares; 2025Q2: 64,661 shares; 2025Q3: 55,792 shares; 2025Q4: 53,871 shares 53,871 $7.72M 0.28% -1,921 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,248 shares; 2024Q4: 16,768 shares; 2025Q1: 19,223 shares; 2025Q2: 15,317 shares; 2025Q3: 14,022 shares; 2025Q4: 11,430 shares 11,430 $7.7M 0.28% -2,592 Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 27,984 shares; 2025Q1: 57,381 shares; 2025Q2: not reported; 2025Q3: 70,204 shares; 2025Q4: 74,244 shares 74,244 $7.33M 0.26% +4,040 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: 59,807 shares; 2024Q4: 60,078 shares; 2025Q1: 63,657 shares; 2025Q2: 68,014 shares; 2025Q3: 67,031 shares; 2025Q4: 65,523 shares 65,523 $7.3M 0.26% -1,508 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,867 shares; 2025Q3: 24,626 shares; 2025Q4: 25,574 shares 25,574 $7.25M 0.26% +948 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: 112,961 shares; 2024Q4: 111,235 shares; 2025Q1: 121,816 shares; 2025Q2: 130,831 shares; 2025Q3: 123,040 shares; 2025Q4: 112,269 shares 112,269 $7.23M 0.26% -10,771 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: 6,070 shares; 2024Q4: 6,794 shares; 2025Q1: 6,955 shares; 2025Q2: 7,236 shares; 2025Q3: 5,870 shares; 2025Q4: 6,719 shares 6,719 $7.22M 0.26% +849 Timeline MGA MAGNA INTL INC More: the full row for MAGNA INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 121,519 shares; 2025Q4: 131,814 shares 131,814 $7.03M 0.25% +10,295 Timeline SII SPROTT INC More: the full row for SPROTT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 227,280 shares; 2024Q4: 225,926 shares; 2025Q1: 71,496 shares; 2025Q2: 92,204 shares; 2025Q3: 45,263 shares; 2025Q4: 71,604 shares 71,604 $7.01M 0.25% +26,341 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: 75,770 shares; 2024Q4: 76,943 shares; 2025Q1: 115,575 shares; 2025Q2: 65,743 shares; 2025Q3: 54,812 shares; 2025Q4: 56,792 shares 56,792 $6.97M 0.25% +1,980 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,757 shares; 2024Q4: 15,015 shares; 2025Q1: 14,203 shares; 2025Q2: 13,752 shares; 2025Q3: 13,664 shares; 2025Q4: 13,413 shares 13,413 $6.85M 0.25% -251 Timeline FMB 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: 251,877 shares; 2024Q4: 229,102 shares; 2025Q1: 211,053 shares; 2025Q2: 214,457 shares; 2025Q3: 179,598 shares; 2025Q4: 133,812 shares 133,812 $6.84M 0.25% -45,786 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: 17,595 shares; 2024Q4: 24,200 shares; 2025Q1: 41,136 shares; 2025Q2: 44,038 shares; 2025Q3: 33,378 shares; 2025Q4: 42,122 shares 42,122 $6.76M 0.24% +8,744 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: 40,719 shares; 2024Q4: 48,510 shares; 2025Q1: 58,047 shares; 2025Q2: 13,582 shares; 2025Q3: 67,115 shares; 2025Q4: 72,027 shares 72,027 $6.71M 0.24% +4,912 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,437 shares; 2024Q4: 55,220 shares; 2025Q1: 70,344 shares; 2025Q2: 79,493 shares; 2025Q3: 87,218 shares; 2025Q4: 84,610 shares 84,610 $6.56M 0.24% -2,608 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,504 shares; 2024Q4: 54,364 shares; 2025Q1: 56,032 shares; 2025Q2: 58,827 shares; 2025Q3: 57,984 shares; 2025Q4: 55,734 shares 55,734 $6.54M 0.24% -2,250 Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 67,134 shares; 2025Q4: 73,973 shares 73,973 $6.38M 0.23% +6,839 Timeline SGOV 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: 107,791 shares; 2024Q4: 94,560 shares; 2025Q1: 113,786 shares; 2025Q2: 134,506 shares; 2025Q3: 55,874 shares; 2025Q4: 63,489 shares 63,489 $6.37M 0.23% +7,615 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: 129,779 shares; 2024Q4: 200,075 shares; 2025Q1: 189,660 shares; 2025Q2: 174,777 shares; 2025Q3: 178,505 shares; 2025Q4: 165,145 shares 165,145 $6.34M 0.23% -13,360 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: 87,192 shares; 2024Q4: 111,149 shares; 2025Q1: 115,915 shares; 2025Q2: 119,450 shares; 2025Q3: 150,359 shares; 2025Q4: 115,068 shares 115,068 $6.21M 0.22% -35,291 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: 44,169 shares; 2024Q4: 43,916 shares; 2025Q1: 43,962 shares; 2025Q2: 39,580 shares; 2025Q3: 42,114 shares; 2025Q4: 39,624 shares 39,624 $6.04M 0.22% -2,490 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: 27,027 shares; 2024Q4: 25,213 shares; 2025Q1: 22,664 shares; 2025Q2: 21,707 shares; 2025Q3: 21,108 shares; 2025Q4: 20,364 shares 20,364 $6.03M 0.22% -744 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: 2,930 shares; 2024Q4: 14,371 shares; 2025Q1: 68,194 shares; 2025Q2: 64,022 shares; 2025Q3: 64,048 shares; 2025Q4: 66,095 shares 66,095 $5.91M 0.21% +2,047 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: 37,681 shares; 2024Q4: 26,349 shares; 2025Q1: 39,424 shares; 2025Q2: 37,038 shares; 2025Q3: 29,856 shares; 2025Q4: 55,592 shares 55,592 $5.85M 0.21% +25,736 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,069 shares; 2025Q1: 108,622 shares; 2025Q2: 117,517 shares; 2025Q3: 115,519 shares; 2025Q4: 108,284 shares 108,284 $5.73M 0.21% -7,235 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 22,468 shares; 2025Q2: 26,611 shares; 2025Q3: 29,693 shares; 2025Q4: 32,534 shares 32,534 $5.73M 0.21% +2,841 Timeline VOD VODAFONE GROUP PLC More: the full row for VODAFONE GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 406,851 shares; 2025Q4: 427,698 shares 427,698 $5.65M 0.2% +20,847 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: 11,536 shares; 2024Q4: 13,407 shares; 2025Q1: 22,144 shares; 2025Q2: 22,390 shares; 2025Q3: 21,842 shares; 2025Q4: 21,876 shares 21,876 $5.64M 0.2% +34 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: 33,114 shares; 2024Q4: 29,493 shares; 2025Q1: 35,893 shares; 2025Q2: 40,701 shares; 2025Q3: 41,613 shares; 2025Q4: 46,470 shares 46,470 $5.59M 0.2% +4,857 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: 15,789 shares; 2024Q4: 16,702 shares; 2025Q1: 16,773 shares; 2025Q2: 16,336 shares; 2025Q3: 18,130 shares; 2025Q4: 15,927 shares 15,927 $5.48M 0.2% -2,203 Timeline CELH CELSIUS HLDGS INC More: the full row for CELSIUS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 181,764 shares; 2024Q4: 153,827 shares; 2025Q1: 137,201 shares; 2025Q2: 128,899 shares; 2025Q3: 126,352 shares; 2025Q4: 118,280 shares 118,280 $5.41M 0.2% -8,072 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,856 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 37,858 shares; 2025Q4: 40,084 shares 40,084 $5.32M 0.19% +2,226 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: 11,051 shares; 2024Q4: 12,723 shares; 2025Q1: 17,809 shares; 2025Q2: 17,643 shares; 2025Q3: 17,706 shares; 2025Q4: 17,386 shares 17,386 $5.31M 0.19% -320 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,135 shares; 2025Q1: 6,798 shares; 2025Q2: 7,538 shares; 2025Q3: 8,060 shares; 2025Q4: 8,588 shares 8,588 $5.25M 0.19% +528 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 53,438 shares; 2025Q3: 57,000 shares; 2025Q4: 60,233 shares 60,233 $5.25M 0.19% +3,233 Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE 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: 32,966 shares; 2025Q2: 48,609 shares; 2025Q3: 30,400 shares; 2025Q4: 36,516 shares 36,516 $5.11M 0.18% +6,116 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: 8,297 shares; 2024Q4: 8,522 shares; 2025Q1: 8,956 shares; 2025Q2: 16,056 shares; 2025Q3: 9,065 shares; 2025Q4: 8,903 shares 8,903 $5.08M 0.18% -162 Timeline APTV APTIV PLC More: the full row for APTIV 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: 72,399 shares; 2025Q3: 60,796 shares; 2025Q4: 66,139 shares 66,139 $5.03M 0.18% +5,343 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 356,732 shares; 2024Q4: 12,296 shares; 2025Q1: 298,655 shares; 2025Q2: 441,459 shares; 2025Q3: 111,061 shares; 2025Q4: 85,349 shares 85,349 $5.01M 0.18% -25,712 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: 2,512 shares; 2024Q4: 1,909 shares; 2025Q1: 2,598 shares; 2025Q2: 2,102 shares; 2025Q3: 9,141 shares; 2025Q4: 14,242 shares 14,242 $4.98M 0.18% +5,101 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,702 shares; 2024Q4: 10,316 shares; 2025Q1: 18,787 shares; 2025Q2: 20,325 shares; 2025Q3: 21,154 shares; 2025Q4: 19,881 shares 19,881 $4.89M 0.18% -1,273 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,681 shares; 2024Q4: 106,184 shares; 2025Q1: 100,926 shares; 2025Q2: 91,749 shares; 2025Q3: 97,945 shares; 2025Q4: 98,346 shares 98,346 $4.88M 0.18% +401 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: 2,453 shares; 2024Q4: 2,305 shares; 2025Q1: 2,289 shares; 2025Q2: 2,374 shares; 2025Q3: 2,401 shares; 2025Q4: 14,284 shares 14,284 $4.81M 0.17% +11,883 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: 10,915 shares; 2024Q4: 12,030 shares; 2025Q1: 13,725 shares; 2025Q2: 8,368 shares; 2025Q3: 8,331 shares; 2025Q4: 8,394 shares 8,394 $4.81M 0.17% +63 Timeline AVA AVISTA CORP More: the full row for AVISTA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 45,657 shares; 2025Q1: 60,290 shares; 2025Q2: 78,371 shares; 2025Q3: 87,953 shares; 2025Q4: 124,295 shares 124,295 $4.79M 0.17% +36,342 Timeline VRSN VERISIGN INC More: the full row for VERISIGN 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: 17,502 shares; 2025Q3: 19,013 shares; 2025Q4: 19,587 shares 19,587 $4.76M 0.17% +574 Timeline CRBG COREBRIDGE FINL INC More: the full row for COREBRIDGE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,637 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 135,236 shares; 2025Q3: 147,654 shares; 2025Q4: 156,440 shares 156,440 $4.72M 0.17% +8,786 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: not reported; 2024Q4: 13,930 shares; 2025Q1: 18,369 shares; 2025Q2: not reported; 2025Q3: 21,766 shares; 2025Q4: 23,583 shares 23,583 $4.69M 0.17% +1,817 Timeline FLUT FLUTTER ENTMT PLC More: the full row for FLUTTER ENTMT PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,263 shares; 2024Q4: 38,315 shares; 2025Q1: 24,633 shares; 2025Q2: 23,521 shares; 2025Q3: 23,162 shares; 2025Q4: 21,790 shares 21,790 $4.69M 0.17% -1,372 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: 22,150 shares; 2024Q4: 15,604 shares; 2025Q1: 16,414 shares; 2025Q2: 17,253 shares; 2025Q3: 16,830 shares; 2025Q4: 15,810 shares 15,810 $4.68M 0.17% -1,020 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 33,736 shares 33,736 $4.65M 0.17% new Timeline NE NOBLE CORP PLC More: the full row for NOBLE CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,289 shares; 2024Q4: 7,446 shares; 2025Q1: 94,982 shares; 2025Q2: 121,430 shares; 2025Q3: 139,602 shares; 2025Q4: 163,371 shares 163,371 $4.61M 0.17% +23,769 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: 17,976 shares; 2024Q4: 20,813 shares; 2025Q1: 24,008 shares; 2025Q2: 71,437 shares; 2025Q3: 117,779 shares; 2025Q4: 103,831 shares 103,831 $4.61M 0.17% -13,948 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,275 shares; 2024Q4: 56,640 shares; 2025Q1: 70,179 shares; 2025Q2: not reported; 2025Q3: 2,358 shares; 2025Q4: 35,581 shares 35,581 $4.55M 0.16% +33,223 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,327 shares; 2024Q4: 40,922 shares; 2025Q1: 38,906 shares; 2025Q2: 29,088 shares; 2025Q3: 28,711 shares; 2025Q4: 25,982 shares 25,982 $4.51M 0.16% -2,729 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: 7,072 shares; 2024Q4: 6,307 shares; 2025Q1: 897 shares; 2025Q2: 782 shares; 2025Q3: 822 shares; 2025Q4: 9,555 shares 9,555 $4.46M 0.16% +8,733 Timeline DFUS 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: 59,092 shares; 2024Q4: 59,179 shares; 2025Q1: 59,233 shares; 2025Q2: 59,299 shares; 2025Q3: 59,360 shares; 2025Q4: 59,413 shares 59,413 $4.41M 0.16% +53 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,759 shares; 2024Q4: 42,321 shares; 2025Q1: 47,170 shares; 2025Q2: 46,993 shares; 2025Q3: 46,749 shares; 2025Q4: 97,040 shares 97,040 $4.34M 0.16% +50,291 Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 264,647 shares; 2024Q4: 266,756 shares; 2025Q1: 254,624 shares; 2025Q2: 242,023 shares; 2025Q3: 236,236 shares; 2025Q4: 226,793 shares 226,793 $4.07M 0.15% -9,443 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: 17,289 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 281,387 shares 281,387 $4.04M 0.15% new Timeline JLL JONES LANG LASALLE INC More: the full row for JONES LANG LASALLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,260 shares; 2024Q4: 8,741 shares; 2025Q1: 10,904 shares; 2025Q2: 12,719 shares; 2025Q3: 11,336 shares; 2025Q4: 11,958 shares 11,958 $4.02M 0.15% +622 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,829 shares; 2024Q4: 23,225 shares; 2025Q1: 21,920 shares; 2025Q2: 20,562 shares; 2025Q3: 20,101 shares; 2025Q4: 18,381 shares 18,381 $3.99M 0.14% -1,720 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: 16,447 shares; 2024Q4: 15,424 shares; 2025Q1: 13,652 shares; 2025Q2: 13,075 shares; 2025Q3: 12,749 shares; 2025Q4: 12,658 shares 12,658 $3.93M 0.14% -91 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: 5,964 shares; 2024Q4: 6,348 shares; 2025Q1: 7,559 shares; 2025Q2: 5,233 shares; 2025Q3: 5,172 shares; 2025Q4: 6,380 shares 6,380 $3.92M 0.14% +1,208 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: not reported; 2024Q4: 31,644 shares; 2025Q1: 72,631 shares; 2025Q2: 4,028 shares; 2025Q3: 33,200 shares; 2025Q4: 76,993 shares 76,993 $3.92M 0.14% +43,793 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES 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: 17,491 shares 17,491 $3.89M 0.14% new Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,935 shares; 2024Q4: 58,167 shares; 2025Q1: 53,886 shares; 2025Q2: 53,780 shares; 2025Q3: 50,552 shares; 2025Q4: 48,443 shares 48,443 $3.85M 0.14% -2,109 Timeline FOXA FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 29,370 shares; 2025Q1: 38,906 shares; 2025Q2: 44,570 shares; 2025Q3: 49,017 shares; 2025Q4: 52,637 shares 52,637 $3.85M 0.14% +3,620 Timeline BWA BORGWARNER INC More: the full row for BORGWARNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,885 shares; 2024Q4: 68,423 shares; 2025Q1: 65,677 shares; 2025Q2: 59,710 shares; 2025Q3: 52,459 shares; 2025Q4: 85,131 shares 85,131 $3.84M 0.14% +32,672 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: 44,457 shares; 2024Q4: 51,208 shares; 2025Q1: 63,416 shares; 2025Q2: 64,583 shares; 2025Q3: 72,104 shares; 2025Q4: 71,043 shares 71,043 $3.82M 0.14% -1,061 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6 shares; 2025Q2: 5 shares; 2025Q3: 5 shares; 2025Q4: 5 shares 5 $3.77M 0.14% 0 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: 25,676 shares; 2024Q4: 30,840 shares; 2025Q1: 37,646 shares; 2025Q2: 10,748 shares; 2025Q3: 10,804 shares; 2025Q4: 27,213 shares 27,213 $3.75M 0.14% +16,409 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,566 shares; 2024Q4: 17,646 shares; 2025Q1: 17,808 shares; 2025Q2: 17,805 shares; 2025Q3: 17,694 shares; 2025Q4: 17,695 shares 17,695 $3.75M 0.14% +1 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: 41,558 shares; 2024Q4: 18,896 shares; 2025Q1: 18,620 shares; 2025Q2: 19,581 shares; 2025Q3: 93,732 shares; 2025Q4: 91,225 shares 91,225 $3.72M 0.13% -2,507 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,622 shares; 2024Q4: 4,623 shares; 2025Q1: 4,864 shares; 2025Q2: 4,937 shares; 2025Q3: 4,884 shares; 2025Q4: 4,901 shares 4,901 $3.69M 0.13% +17 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: 4,867 shares; 2024Q4: 5,054 shares; 2025Q1: 5,436 shares; 2025Q2: 12,640 shares; 2025Q3: 12,621 shares; 2025Q4: 25,288 shares 25,288 $3.64M 0.13% +12,667 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: 5,413 shares; 2024Q4: 5,048 shares; 2025Q1: 5,553 shares; 2025Q2: 5,524 shares; 2025Q3: 35,477 shares; 2025Q4: 36,487 shares 36,487 $3.62M 0.13% +1,010 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,279 shares; 2024Q4: 19,077 shares; 2025Q1: 21,524 shares; 2025Q2: 19,941 shares; 2025Q3: 13,452 shares; 2025Q4: 13,469 shares 13,469 $3.61M 0.13% +17 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 43,032 shares 43,032 $3.53M 0.13% new Timeline JAZZ JAZZ PHARMACEUTICALS PLC More: the full row for JAZZ PHARMACEUTICALS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,693 shares; 2024Q4: 26,605 shares; 2025Q1: 23,642 shares; 2025Q2: 22,135 shares; 2025Q3: 21,777 shares; 2025Q4: 20,742 shares 20,742 $3.53M 0.13% -1,035 Timeline CORZ CORE SCIENTIFIC INC NEW More: the full row for CORE SCIENTIFIC INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,000 shares; 2024Q4: 75,000 shares; 2025Q1: 75,000 shares; 2025Q2: 80,903 shares; 2025Q3: 239,181 shares; 2025Q4: 239,937 shares 239,937 $3.49M 0.13% +756 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: 2,194 shares; 2024Q4: 3,009 shares; 2025Q1: 3,308 shares; 2025Q2: 5,761 shares; 2025Q3: 15,070 shares; 2025Q4: 16,068 shares 16,068 $3.49M 0.13% +998 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,190 shares; 2024Q4: 29,183 shares; 2025Q1: 34,520 shares; 2025Q2: 42,245 shares; 2025Q3: 43,052 shares; 2025Q4: 70,633 shares 70,633 $3.38M 0.12% +27,581 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,422 shares; 2024Q4: 18,713 shares; 2025Q1: 20,696 shares; 2025Q2: 27,339 shares; 2025Q3: 31,576 shares; 2025Q4: 36,500 shares 36,500 $3.37M 0.12% +4,924 Timeline HVT HAVERTY FURNITURE COS INC More: the full row for HAVERTY FURNITURE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 144,000 shares; 2024Q4: 144,000 shares; 2025Q1: 144,000 shares; 2025Q2: 144,000 shares; 2025Q3: 144,000 shares; 2025Q4: 144,000 shares 144,000 $3.36M 0.12% 0 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: 4,312 shares; 2024Q4: 6,563 shares; 2025Q1: 9,078 shares; 2025Q2: 9,308 shares; 2025Q3: 10,706 shares; 2025Q4: 11,473 shares 11,473 $3.31M 0.12% +767 Timeline POR PORTLAND GEN ELEC CO More: the full row for PORTLAND GEN ELEC 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: 20,818 shares; 2025Q4: 68,462 shares 68,462 $3.29M 0.12% +47,644 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: 13,491 shares; 2024Q4: 13,816 shares; 2025Q1: 13,804 shares; 2025Q2: 13,575 shares; 2025Q3: 13,604 shares; 2025Q4: 12,781 shares 12,781 $3.28M 0.12% -823 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,879 shares; 2024Q4: 45,892 shares; 2025Q1: 3,388 shares; 2025Q2: 3,437 shares; 2025Q3: 3,650 shares; 2025Q4: 52,423 shares 52,423 $3.28M 0.12% +48,773 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: 9,166 shares; 2024Q4: 7,441 shares; 2025Q1: 11,035 shares; 2025Q2: 12,299 shares; 2025Q3: 14,141 shares; 2025Q4: 15,206 shares 15,206 $3.26M 0.12% +1,065 Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,313 shares; 2025Q4: 42,843 shares 42,843 $3.23M 0.12% +33,530 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: 30,589 shares; 2024Q4: 30,129 shares; 2025Q1: 21,043 shares; 2025Q2: 19,517 shares; 2025Q3: 21,514 shares; 2025Q4: 28,401 shares 28,401 $3.23M 0.12% +6,887 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: 15,957 shares; 2024Q4: 16,003 shares; 2025Q1: 15,989 shares; 2025Q2: 17,313 shares; 2025Q3: 17,151 shares; 2025Q4: 16,878 shares 16,878 $3.22M 0.12% -273 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: 136,590 shares; 2024Q4: 163,514 shares; 2025Q1: 9,224 shares; 2025Q2: 23,596 shares; 2025Q3: 25,441 shares; 2025Q4: 27,306 shares 27,306 $3.21M 0.12% +1,865 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,333 shares; 2025Q2: 25,622 shares; 2025Q3: 27,387 shares; 2025Q4: 28,692 shares 28,692 $3.21M 0.12% +1,305 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: 28,664 shares; 2024Q4: 28,943 shares; 2025Q1: 29,416 shares; 2025Q2: 31,105 shares; 2025Q3: 31,087 shares; 2025Q4: 31,902 shares 31,902 $3.19M 0.11% +815 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,492 shares; 2024Q4: 3,605 shares; 2025Q1: 3,373 shares; 2025Q2: 3,203 shares; 2025Q3: 4,516 shares; 2025Q4: 20,580 shares 20,580 $3.15M 0.11% +16,064 Timeline PNW PINNACLE WEST CAP CORP More: the full row for PINNACLE WEST CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,183 shares; 2024Q4: 15,467 shares; 2025Q1: 19,713 shares; 2025Q2: 26,124 shares; 2025Q3: 29,960 shares; 2025Q4: 35,158 shares 35,158 $3.12M 0.11% +5,198 Timeline AQN ALGONQUIN POWER & UTILITIES More: the full row for ALGONQUIN POWER & UTILITIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 203,480 shares; 2025Q1: 285,680 shares; 2025Q2: 371,368 shares; 2025Q3: 423,753 shares; 2025Q4: 498,575 shares 498,575 $3.07M 0.11% +74,822 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,054 shares; 2024Q4: 5,281 shares; 2025Q1: 6,601 shares; 2025Q2: 7,680 shares; 2025Q3: 8,285 shares; 2025Q4: 8,874 shares 8,874 $3.06M 0.11% +589 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: 2,519 shares; 2024Q4: 2,449 shares; 2025Q1: 2,932 shares; 2025Q2: 3,238 shares; 2025Q3: 3,264 shares; 2025Q4: 32,151 shares 32,151 $3.01M 0.11% +28,887 Timeline PAGP PLAINS GP HLDGS L P More: the full row for PLAINS GP HLDGS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 169,955 shares; 2024Q4: 151,640 shares; 2025Q1: 128,451 shares; 2025Q2: 131,611 shares; 2025Q3: 130,985 shares; 2025Q4: 156,306 shares 156,306 $2.99M 0.11% +25,321 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: 35,912 shares; 2024Q4: 42,313 shares; 2025Q1: 52,946 shares; 2025Q2: 68,472 shares; 2025Q3: 77,125 shares; 2025Q4: 52,308 shares 52,308 $2.96M 0.11% -24,817 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 114,145 shares 114,145 $2.92M 0.11% new Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 175,836 shares; 2024Q4: 144,749 shares; 2025Q1: 113,337 shares; 2025Q2: 110,406 shares; 2025Q3: 113,624 shares; 2025Q4: 103,049 shares 103,049 $2.91M 0.1% -10,575 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: 4,366 shares; 2024Q4: 4,376 shares; 2025Q1: 4,043 shares; 2025Q2: 4,472 shares; 2025Q3: 5,189 shares; 2025Q4: 5,140 shares 5,140 $2.91M 0.1% -49 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,355 shares; 2024Q4: 2,356 shares; 2025Q1: 9,610 shares; 2025Q2: 9,890 shares; 2025Q3: 9,959 shares; 2025Q4: 9,984 shares 9,984 $2.9M 0.1% +25 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: 12,927 shares; 2024Q4: 13,228 shares; 2025Q1: 12,696 shares; 2025Q2: 12,923 shares; 2025Q3: 13,497 shares; 2025Q4: 11,945 shares 11,945 $2.88M 0.1% -1,552 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,359 shares 7,359 $2.86M 0.1% 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: 1,160 shares; 2024Q4: 1,338 shares; 2025Q1: 2,131 shares; 2025Q2: 2,419 shares; 2025Q3: 3,630 shares; 2025Q4: 4,308 shares 4,308 $2.82M 0.1% +678 Timeline APA APA CORPORATION More: the full row for APA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 89,269 shares; 2025Q4: 111,441 shares 111,441 $2.73M 0.1% +22,172 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: 6,223 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 156,915 shares 156,915 $2.72M 0.1% new 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: 4,234 shares; 2024Q4: 4,828 shares; 2025Q1: 6,658 shares; 2025Q2: 7,219 shares; 2025Q3: 7,332 shares; 2025Q4: 8,693 shares 8,693 $2.68M 0.1% +1,361 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,245 shares; 2024Q4: 11,690 shares; 2025Q1: 12,105 shares; 2025Q2: 13,442 shares; 2025Q3: 57,886 shares; 2025Q4: 60,937 shares 60,937 $2.66M 0.1% +3,051 Timeline SPYG 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: 9,202 shares; 2024Q4: 9,533 shares; 2025Q1: 29,162 shares; 2025Q2: 29,000 shares; 2025Q3: 25,439 shares; 2025Q4: 24,711 shares 24,711 $2.64M 0.1% -728 Timeline CRUS CIRRUS LOGIC INC More: the full row for CIRRUS LOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,034 shares; 2025Q4: 22,196 shares 22,196 $2.63M 0.09% +1,162 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: 23,904 shares; 2024Q4: 22,239 shares; 2025Q1: 20,393 shares; 2025Q2: 20,290 shares; 2025Q3: 19,602 shares; 2025Q4: 14,975 shares 14,975 $2.63M 0.09% -4,627 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: 13,772 shares; 2024Q4: 15,708 shares; 2025Q1: 12,342 shares; 2025Q2: 12,405 shares; 2025Q3: 10,630 shares; 2025Q4: 9,754 shares 9,754 $2.58M 0.09% -876 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: 59,507 shares; 2024Q4: 63,099 shares; 2025Q1: 69,608 shares; 2025Q2: 81,614 shares; 2025Q3: 88,980 shares; 2025Q4: 92,583 shares 92,583 $2.55M 0.09% +3,603 Timeline PHIN PHINIA INC More: the full row for PHINIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,843 shares; 2024Q4: 20,797 shares; 2025Q1: 26,581 shares; 2025Q2: 36,619 shares; 2025Q3: 39,031 shares; 2025Q4: 40,008 shares 40,008 $2.51M 0.09% +977 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: 3,648 shares; 2024Q4: 4,119 shares; 2025Q1: 4,200 shares; 2025Q2: 4,528 shares; 2025Q3: 5,026 shares; 2025Q4: 5,085 shares 5,085 $2.48M 0.09% +59 Timeline CMRE COSTAMARE INC More: the full row for COSTAMARE 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: 150,820 shares; 2025Q4: 156,743 shares 156,743 $2.47M 0.09% +5,923 Timeline FIGR FIGURE TECHNOLOGY SOLUTIO More: the full row for FIGURE TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 38,836 shares; 2025Q4: 59,845 shares 59,845 $2.44M 0.09% +21,009 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,733 shares; 2024Q4: 49,000 shares; 2025Q1: 58,203 shares; 2025Q2: 49,612 shares; 2025Q3: 48,020 shares; 2025Q4: 49,076 shares 49,076 $2.42M 0.09% +1,056 Timeline KRT KARAT PACKAGING INC More: the full row for KARAT PACKAGING 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: 106,265 shares 106,265 $2.4M 0.09% new Timeline CYD CHINA YUCHAI INTL LTD More: the full row for CHINA YUCHAI INTL 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: 64,249 shares; 2025Q3: 67,602 shares; 2025Q4: 66,430 shares 66,430 $2.36M 0.09% -1,172 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,958 shares; 2024Q4: not reported; 2025Q1: 1,614 shares; 2025Q2: 3,178 shares; 2025Q3: 3,103 shares; 2025Q4: 14,243 shares 14,243 $2.32M 0.08% +11,140 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,319 shares; 2025Q3: 8,673 shares; 2025Q4: 61,786 shares 61,786 $2.26M 0.08% +53,113 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 874 shares; 2025Q1: 1,147 shares; 2025Q2: 1,218 shares; 2025Q3: 8,126 shares; 2025Q4: 8,276 shares 8,276 $2.26M 0.08% +150 Timeline KRE 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: 30,211 shares; 2025Q2: 31,894 shares; 2025Q3: 33,956 shares; 2025Q4: 34,549 shares 34,549 $2.24M 0.08% +593 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: 17,135 shares; 2024Q4: 21,245 shares; 2025Q1: 32,998 shares; 2025Q2: 30,580 shares; 2025Q3: 32,313 shares; 2025Q4: 27,557 shares 27,557 $2.21M 0.08% -4,756 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: 5,335 shares; 2024Q4: 6,198 shares; 2025Q1: 22,974 shares; 2025Q2: 21,347 shares; 2025Q3: 6,561 shares; 2025Q4: 6,669 shares 6,669 $2.18M 0.08% +108 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,423 shares; 2024Q4: 11,123 shares; 2025Q1: 11,204 shares; 2025Q2: 13,224 shares; 2025Q3: 12,692 shares; 2025Q4: 37,068 shares 37,068 $2.17M 0.08% +24,376 Timeline GCT GIGACLOUD TECHNOLOGY INC More: the full row for GIGACLOUD TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 54,742 shares 54,742 $2.15M 0.08% new Timeline YOU CLEAR SECURE INC More: the full row for CLEAR SECURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,998 shares; 2024Q4: 29,404 shares; 2025Q1: 46,925 shares; 2025Q2: 62,515 shares; 2025Q3: 19,684 shares; 2025Q4: 61,169 shares 61,169 $2.15M 0.08% +41,485 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,671 shares; 2024Q4: 70,459 shares; 2025Q1: 64,451 shares; 2025Q2: 59,963 shares; 2025Q3: 44,939 shares; 2025Q4: 42,735 shares 42,735 $2.14M 0.08% -2,204 Timeline IGIC INTL GNRL INSURANCE HLDNGS L More: the full row for INTL GNRL INSURANCE HLDNGS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 42,256 shares; 2025Q2: 73,944 shares; 2025Q3: 82,287 shares; 2025Q4: 85,104 shares 85,104 $2.14M 0.08% +2,817 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: 25,368 shares; 2024Q4: 25,211 shares; 2025Q1: 25,241 shares; 2025Q2: 25,202 shares; 2025Q3: 25,202 shares; 2025Q4: 25,202 shares 25,202 $2.13M 0.08% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,214 shares; 2025Q4: 19,813 shares 19,813 $2.12M 0.08% +599 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 58,221 shares; 2025Q2: 68,290 shares; 2025Q3: 73,686 shares; 2025Q4: 75,317 shares 75,317 $2.12M 0.08% +1,631 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: 7,004 shares; 2024Q4: 6,929 shares; 2025Q1: 6,943 shares; 2025Q2: 7,400 shares; 2025Q3: 6,429 shares; 2025Q4: 6,635 shares 6,635 $2.11M 0.08% +206 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,222 shares; 2024Q4: 27,201 shares; 2025Q1: 36,281 shares; 2025Q2: 42,211 shares; 2025Q3: 47,157 shares; 2025Q4: 48,035 shares 48,035 $2.11M 0.08% +878 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: 10,197 shares; 2024Q4: 10,467 shares; 2025Q1: 10,136 shares; 2025Q2: 8,787 shares; 2025Q3: 10,435 shares; 2025Q4: 8,531 shares 8,531 $2.1M 0.08% -1,904 Timeline PRLB PROTO LABS INC More: the full row for PROTO LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 36,322 shares; 2025Q3: 40,252 shares; 2025Q4: 41,508 shares 41,508 $2.1M 0.08% +1,256 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,952 shares; 2024Q4: 15,962 shares; 2025Q1: 20,644 shares; 2025Q2: 20,539 shares; 2025Q3: 19,710 shares; 2025Q4: 18,545 shares 18,545 $2.08M 0.08% -1,165 Timeline PLTK PLAYTIKA HLDG CORP More: the full row for PLAYTIKA HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 441,127 shares; 2025Q4: 524,497 shares 524,497 $2.07M 0.07% +83,370 Timeline AUPH AURINIA PHARMACEUTICALS INC More: the full row for AURINIA PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 44,389 shares; 2025Q1: 85,267 shares; 2025Q2: 107,398 shares; 2025Q3: 123,552 shares; 2025Q4: 129,201 shares 129,201 $2.06M 0.07% +5,649 Timeline ESNT ESSENT GROUP LTD More: the full row for ESSENT GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,021 shares; 2024Q4: 13,853 shares; 2025Q1: 18,313 shares; 2025Q2: 22,670 shares; 2025Q3: 33,312 shares; 2025Q4: 31,612 shares 31,612 $2.06M 0.07% -1,700 Timeline AMBP ARDAGH METAL PACKAGING S A More: the full row for ARDAGH METAL PACKAGING S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,272 shares; 2024Q4: 105,699 shares; 2025Q1: 150,203 shares; 2025Q2: 200,119 shares; 2025Q3: 240,840 shares; 2025Q4: 500,070 shares 500,070 $2.05M 0.07% +259,230 Timeline OGS ONE GAS INC More: the full row for ONE GAS 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: 26,363 shares 26,363 $2.04M 0.07% new Timeline HST HOST HOTELS & RESORTS INC More: the full row for HOST HOTELS & RESORTS 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: 105,843 shares; 2025Q4: 114,632 shares 114,632 $2.03M 0.07% +8,789 Timeline ALSN ALLISON TRANSMISSION HLDGS I More: the full row for ALLISON TRANSMISSION HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,855 shares; 2024Q4: 11,893 shares; 2025Q1: 15,010 shares; 2025Q2: 18,226 shares; 2025Q3: 20,048 shares; 2025Q4: 20,671 shares 20,671 $2.02M 0.07% +623 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,607 shares; 2024Q4: 16,210 shares; 2025Q1: 22,114 shares; 2025Q2: 30,709 shares; 2025Q3: 35,275 shares; 2025Q4: 40,946 shares 40,946 $2.01M 0.07% +5,671 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 82,180 shares 82,180 $1.99M 0.07% new 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: 4,225 shares; 2024Q4: 4,098 shares; 2025Q1: 4,154 shares; 2025Q2: 4,931 shares; 2025Q3: 5,222 shares; 2025Q4: 5,386 shares 5,386 $1.99M 0.07% +164 Timeline PEGA PEGASYSTEMS INC More: the full row for PEGASYSTEMS 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: 33,328 shares 33,328 $1.99M 0.07% new Timeline TXT TEXTRON INC More: the full row for TEXTRON 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: 22,810 shares 22,810 $1.99M 0.07% new Timeline CVSA COVISTA INC More: the full row for COVISTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,877 shares; 2024Q4: 16,958 shares; 2025Q1: 14,213 shares; 2025Q2: 17,543 shares; 2025Q3: 19,051 shares; 2025Q4: 19,063 shares 19,063 $1.97M 0.07% +12 Timeline ACT ENACT HLDGS INC More: the full row for ENACT HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,447 shares; 2024Q4: 24,699 shares; 2025Q1: 32,414 shares; 2025Q2: 40,672 shares; 2025Q3: 46,321 shares; 2025Q4: 49,544 shares 49,544 $1.96M 0.07% +3,223 Timeline NTCT NETSCOUT SYS INC More: the full row for NETSCOUT SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 64,350 shares; 2025Q3: 70,654 shares; 2025Q4: 72,188 shares 72,188 $1.95M 0.07% +1,534 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: 43,753 shares; 2024Q4: 42,257 shares; 2025Q1: 32,390 shares; 2025Q2: 31,891 shares; 2025Q3: 29,867 shares; 2025Q4: 26,434 shares 26,434 $1.95M 0.07% -3,433 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: 7,565 shares; 2024Q4: 7,816 shares; 2025Q1: 9,310 shares; 2025Q2: 8,869 shares; 2025Q3: 8,577 shares; 2025Q4: 8,419 shares 8,419 $1.95M 0.07% -158 Timeline LYFT LYFT INC More: the full row for LYFT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 100,527 shares 100,527 $1.95M 0.07% new Timeline MTG MGIC INVT CORP WIS More: the full row for MGIC INVT CORP WIS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,236 shares; 2024Q4: 35,304 shares; 2025Q1: 45,398 shares; 2025Q2: 55,621 shares; 2025Q3: 63,329 shares; 2025Q4: 66,636 shares 66,636 $1.95M 0.07% +3,307 Timeline NMIH NMI HLDGS INC More: the full row for NMI HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,908 shares; 2024Q4: 25,026 shares; 2025Q1: 32,552 shares; 2025Q2: 40,066 shares; 2025Q3: 45,290 shares; 2025Q4: 47,658 shares 47,658 $1.94M 0.07% +2,368 Timeline WU WESTERN UN CO More: the full row for WESTERN UN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,191 shares; 2024Q4: 87,929 shares; 2025Q1: 118,063 shares; 2025Q2: 155,811 shares; 2025Q3: 177,032 shares; 2025Q4: 208,699 shares 208,699 $1.94M 0.07% +31,667 Timeline ZIM ZIM INTEGRATED SHIPPING SERV More: the full row for ZIM INTEGRATED SHIPPING SERV Quarterly shares; oldest 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: 88,894 shares; 2025Q4: 91,284 shares 91,284 $1.94M 0.07% +2,390 Timeline EPM EVOLUTION PETE CORP More: the full row for EVOLUTION PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 213,870 shares; 2024Q4: 234,562 shares; 2025Q1: 305,012 shares; 2025Q2: 407,776 shares; 2025Q3: 470,471 shares; 2025Q4: 547,157 shares 547,157 $1.94M 0.07% +76,686 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,247 shares; 2024Q4: 2,437 shares; 2025Q1: 1,780 shares; 2025Q2: 2,395 shares; 2025Q3: 4,150 shares; 2025Q4: 4,109 shares 4,109 $1.93M 0.07% -41 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: 15,041 shares; 2024Q4: 13,916 shares; 2025Q1: 15,524 shares; 2025Q2: 14,150 shares; 2025Q3: 8,958 shares; 2025Q4: 13,388 shares 13,388 $1.92M 0.07% +4,430 Timeline NFBK NORTHFIELD BANCORP INC DEL More: the full row for NORTHFIELD BANCORP INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,472 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 147,416 shares; 2025Q3: 162,013 shares; 2025Q4: 167,836 shares 167,836 $1.92M 0.07% +5,823 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: 16,701 shares; 2024Q4: 19,407 shares; 2025Q1: 37,024 shares; 2025Q2: 41,728 shares; 2025Q3: 28,664 shares; 2025Q4: 27,405 shares 27,405 $1.92M 0.07% -1,259 Timeline BBP ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,289 shares; 2024Q4: 25,457 shares; 2025Q1: 24,801 shares; 2025Q2: 23,005 shares; 2025Q3: 23,746 shares; 2025Q4: 23,671 shares 23,671 $1.89M 0.07% -75 Timeline CRCT CRICUT INC More: the full row for CRICUT 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: 329,200 shares; 2025Q3: 362,231 shares; 2025Q4: 377,095 shares 377,095 $1.87M 0.07% +14,864 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: 19,606 shares; 2024Q4: 29,957 shares; 2025Q1: 37,268 shares; 2025Q2: 30,137 shares; 2025Q3: 28,571 shares; 2025Q4: 28,254 shares 28,254 $1.86M 0.07% -317 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: 2,454 shares; 2024Q4: 2,430 shares; 2025Q1: 2,250 shares; 2025Q2: 3,935 shares; 2025Q3: 3,787 shares; 2025Q4: 3,896 shares 3,896 $1.84M 0.07% +109 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,675 shares; 2024Q4: 19,723 shares; 2025Q1: 37,031 shares; 2025Q2: 36,133 shares; 2025Q3: 35,031 shares; 2025Q4: 33,217 shares 33,217 $1.82M 0.07% -1,814 Timeline FLO FLOWERS FOODS INC More: the full row for FLOWERS FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 167,118 shares 167,118 $1.82M 0.07% new Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,431 shares; 2025Q4: 7,244 shares 7,244 $1.82M 0.07% -187 Timeline CPA COPA HOLDINGS SA More: the full row for COPA HOLDINGS SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,511 shares; 2024Q4: 8,116 shares; 2025Q1: 10,512 shares; 2025Q2: 12,976 shares; 2025Q3: 14,471 shares; 2025Q4: 15,055 shares 15,055 $1.82M 0.07% +584 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: 1,968 shares; 2024Q4: 6,714 shares; 2025Q1: 10,995 shares; 2025Q2: 9,544 shares; 2025Q3: 9,622 shares; 2025Q4: 9,812 shares 9,812 $1.81M 0.07% +190 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,740 shares; 2024Q4: 21,120 shares; 2025Q1: 21,458 shares; 2025Q2: 21,817 shares; 2025Q3: 22,193 shares; 2025Q4: 33,775 shares 33,775 $1.8M 0.06% +11,582 Timeline GOLD GOLD COM INC More: the full row for GOLD COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 265,869 shares; 2024Q4: 368,393 shares; 2025Q1: 178,675 shares; 2025Q2: not reported; 2025Q3: 50,554 shares; 2025Q4: 52,648 shares 52,648 $1.79M 0.06% +2,094 Timeline MT ARCELORMITTAL SA LUXEMBOURG More: the full row for ARCELORMITTAL SA LUXEMBOURG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 29,928 shares; 2025Q2: 35,050 shares; 2025Q3: 37,479 shares; 2025Q4: 39,067 shares 39,067 $1.78M 0.06% +1,588 Timeline IMO IMPERIAL OIL LTD More: the full row for IMPERIAL OIL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,460 shares; 2024Q4: 17,579 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,357 shares 20,357 $1.76M 0.06% new Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 31,292 shares; 2025Q1: 48,969 shares; 2025Q2: 55,843 shares; 2025Q3: 58,772 shares; 2025Q4: 12,183 shares 12,183 $1.73M 0.06% -46,589 Timeline PENG PENGUIN SOLUTIONS INC More: the full row for PENGUIN SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 86,703 shares; 2025Q4: 88,297 shares 88,297 $1.73M 0.06% +1,594 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: 3,723 shares; 2024Q4: 3,854 shares; 2025Q1: 3,499 shares; 2025Q2: 3,690 shares; 2025Q3: 4,758 shares; 2025Q4: 4,901 shares 4,901 $1.72M 0.06% +143 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,307 shares; 2024Q4: 6,124 shares; 2025Q1: 6,205 shares; 2025Q2: 6,274 shares; 2025Q3: 3,469 shares; 2025Q4: 3,789 shares 3,789 $1.72M 0.06% +320 Timeline ENS ENERSYS More: the full row for ENERSYS Quarterly shares; oldest 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: 11,582 shares 11,582 $1.7M 0.06% new Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,293 shares; 2024Q4: 9,719 shares; 2025Q1: 10,367 shares; 2025Q2: 11,832 shares; 2025Q3: 12,701 shares; 2025Q4: 12,488 shares 12,488 $1.69M 0.06% -213 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,069 shares; 2024Q4: 6,851 shares; 2025Q1: 12,032 shares; 2025Q2: 11,498 shares; 2025Q3: 10,839 shares; 2025Q4: 10,849 shares 10,849 $1.68M 0.06% +10 Timeline GRNT GRANITE RIDGE RESOURCES INC More: the full row for GRANITE RIDGE RESOURCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 119,723 shares; 2024Q4: 129,829 shares; 2025Q1: 189,500 shares; 2025Q2: 255,063 shares; 2025Q3: 299,663 shares; 2025Q4: 357,319 shares 357,319 $1.68M 0.06% +57,656 Timeline LNTH LANTHEUS HLDGS INC More: the full row for LANTHEUS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,096 shares 25,096 $1.67M 0.06% new Timeline KLIC KULICKE & SOFFA INDS INC More: the full row for KULICKE & SOFFA INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 35,663 shares; 2025Q4: 36,611 shares 36,611 $1.67M 0.06% +948 Timeline EMBC EMBECTA CORP More: the full row for EMBECTA 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: 119,969 shares; 2025Q3: 132,209 shares; 2025Q4: 140,363 shares 140,363 $1.67M 0.06% +8,154 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: 9,159 shares; 2024Q4: 9,970 shares; 2025Q1: 12,322 shares; 2025Q2: 16,739 shares; 2025Q3: 14,902 shares; 2025Q4: 13,302 shares 13,302 $1.67M 0.06% -1,600 Timeline MYRG MYR GROUP INC More: the full row for MYR 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: 7,239 shares; 2025Q4: 7,436 shares 7,436 $1.62M 0.06% +197 Timeline HCSG HEALTHCARE SVCS GROUP INC More: the full row for HEALTHCARE SVCS 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: 81,956 shares; 2025Q4: 84,353 shares 84,353 $1.61M 0.06% +2,397 Timeline CORZW CORE SCIENTIFIC INC NEW More: the full row for CORE SCIENTIFIC INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 189,933 shares; 2024Q4: 189,933 shares; 2025Q1: 189,933 shares; 2025Q2: 189,933 shares; 2025Q3: 189,933 shares; 2025Q4: 189,933 shares 189,933 $1.61M 0.06% 0 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,893 shares; 2024Q4: 15,465 shares; 2025Q1: 9,961 shares; 2025Q2: 9,966 shares; 2025Q3: 9,753 shares; 2025Q4: 8,540 shares 8,540 $1.61M 0.06% -1,213 Timeline ITT ITT INC More: the full row for ITT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,240 shares 9,240 $1.6M 0.06% new Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,021 shares; 2024Q4: 3,095 shares; 2025Q1: 3,051 shares; 2025Q2: 2,934 shares; 2025Q3: 3,017 shares; 2025Q4: 3,129 shares 3,129 $1.6M 0.06% +112 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,913 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,291 shares; 2025Q4: 2,827 shares 2,827 $1.59M 0.06% +1,536 Timeline TCMD TACTILE SYS TECHNOLOGY INC More: the full row for TACTILE SYS TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 54,722 shares 54,722 $1.59M 0.06% new Timeline APPN APPIAN CORP More: the full row for APPIAN 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: 44,719 shares 44,719 $1.58M 0.06% new Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,058 shares; 2024Q4: 9,060 shares; 2025Q1: 9,127 shares; 2025Q2: 8,122 shares; 2025Q3: 6,587 shares; 2025Q4: 5,689 shares 5,689 $1.57M 0.06% -898 Timeline FHI FEDERATED HERMES INC More: the full row for FEDERATED HERMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,828 shares; 2024Q4: 35,024 shares; 2025Q1: 29,858 shares; 2025Q2: 29,858 shares; 2025Q3: 29,858 shares; 2025Q4: 29,858 shares 29,858 $1.55M 0.06% 0 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: 21,680 shares; 2024Q4: 19,968 shares; 2025Q1: 20,404 shares; 2025Q2: 37,479 shares; 2025Q3: 41,218 shares; 2025Q4: 37,370 shares 37,370 $1.54M 0.06% -3,848 Timeline AVUV 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: 11,330 shares; 2024Q4: 12,109 shares; 2025Q1: 12,994 shares; 2025Q2: 13,084 shares; 2025Q3: 14,404 shares; 2025Q4: 14,992 shares 14,992 $1.53M 0.06% +588 Timeline HRMY HARMONY BIOSCIENCES HLDGS IN More: the full row for HARMONY BIOSCIENCES HLDGS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,396 shares; 2024Q4: 18,279 shares; 2025Q1: 23,554 shares; 2025Q2: 29,219 shares; 2025Q3: 38,733 shares; 2025Q4: 40,117 shares 40,117 $1.5M 0.05% +1,384 Timeline XLY 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: 3,351 shares; 2024Q4: 4,741 shares; 2025Q1: 6,587 shares; 2025Q2: 6,507 shares; 2025Q3: 6,464 shares; 2025Q4: 12,568 shares 12,568 $1.5M 0.05% +6,104 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,118 shares; 2024Q4: 17,926 shares; 2025Q1: 21,008 shares; 2025Q2: 20,665 shares; 2025Q3: 19,431 shares; 2025Q4: 16,956 shares 16,956 $1.5M 0.05% -2,475 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,970 shares; 2024Q4: 7,929 shares; 2025Q1: 15,378 shares; 2025Q2: 15,945 shares; 2025Q3: 15,442 shares; 2025Q4: 17,788 shares 17,788 $1.5M 0.05% +2,346 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 49,701 shares 49,701 $1.48M 0.05% new Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,446 shares; 2024Q4: 2,164 shares; 2025Q1: 3,170 shares; 2025Q2: 3,972 shares; 2025Q3: 5,363 shares; 2025Q4: 4,884 shares 4,884 $1.48M 0.05% -479 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,908 shares; 2024Q4: 5,033 shares; 2025Q1: 5,131 shares; 2025Q2: 5,097 shares; 2025Q3: 5,067 shares; 2025Q4: 4,537 shares 4,537 $1.47M 0.05% -530 Timeline MDYV 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: 18,106 shares; 2025Q2: 16,588 shares; 2025Q3: 16,901 shares; 2025Q4: 17,350 shares 17,350 $1.47M 0.05% +449 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,560 shares; 2024Q4: 4,560 shares; 2025Q1: 4,593 shares; 2025Q2: 4,991 shares; 2025Q3: 4,593 shares; 2025Q4: 4,644 shares 4,644 $1.46M 0.05% +51 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: 46,295 shares; 2024Q4: 48,012 shares; 2025Q1: 44,681 shares; 2025Q2: 5,346 shares; 2025Q3: 4,862 shares; 2025Q4: 5,121 shares 5,121 $1.46M 0.05% +259 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,477 shares; 2024Q4: 4,501 shares; 2025Q1: 4,533 shares; 2025Q2: 4,668 shares; 2025Q3: 4,752 shares; 2025Q4: 4,639 shares 4,639 $1.45M 0.05% -113 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: 4,898 shares; 2024Q4: 5,244 shares; 2025Q1: 5,621 shares; 2025Q2: 6,867 shares; 2025Q3: 6,993 shares; 2025Q4: 8,104 shares 8,104 $1.44M 0.05% +1,111 Timeline XLU 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: 6,711 shares; 2025Q1: 17,435 shares; 2025Q2: 17,867 shares; 2025Q3: 18,022 shares; 2025Q4: 33,646 shares 33,646 $1.44M 0.05% +15,624 Timeline CALM CAL MAINE FOODS INC More: the full row for CAL MAINE FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,864 shares; 2025Q4: 17,967 shares 17,967 $1.43M 0.05% -1,897 Timeline SPYV 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: 29,329 shares; 2025Q2: 25,863 shares; 2025Q3: 25,110 shares; 2025Q4: 25,008 shares 25,008 $1.42M 0.05% -102 Timeline INMD INMODE LTD More: the full row for INMODE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21,961 shares; 2025Q1: 27,434 shares; 2025Q2: 56,605 shares; 2025Q3: 92,070 shares; 2025Q4: 94,541 shares 94,541 $1.39M 0.05% +2,471 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,328 shares; 2024Q4: 5,680 shares; 2025Q1: 7,165 shares; 2025Q2: 6,910 shares; 2025Q3: 6,905 shares; 2025Q4: 6,955 shares 6,955 $1.39M 0.05% +50 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: 283 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,430 shares; 2025Q3: 1,615 shares; 2025Q4: 1,799 shares 1,799 $1.39M 0.05% +184 Timeline BVN COMPANIA DE MINAS BUENAVENTU More: the full row for COMPANIA DE MINAS BUENAVENTU Quarterly shares; oldest 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: 40,818 shares; 2025Q4: 49,107 shares 49,107 $1.37M 0.05% +8,289 Timeline SXC SUNCOKE ENERGY INC More: the full row for SUNCOKE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,302 shares; 2024Q4: 69,326 shares; 2025Q1: 168,288 shares; 2025Q2: 227,314 shares; 2025Q3: 160,713 shares; 2025Q4: 188,696 shares 188,696 $1.36M 0.05% +27,983 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: 239 shares; 2024Q4: 751 shares; 2025Q1: 310 shares; 2025Q2: 256 shares; 2025Q3: 261 shares; 2025Q4: 252 shares 252 $1.35M 0.05% -9 Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,691 shares; 2024Q4: 7,719 shares; 2025Q1: 9,798 shares; 2025Q2: 14,132 shares; 2025Q3: 15,884 shares; 2025Q4: 16,762 shares 16,762 $1.34M 0.05% +878 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: 10,275 shares; 2024Q4: 10,162 shares; 2025Q1: 8,518 shares; 2025Q2: 6,726 shares; 2025Q3: 4,951 shares; 2025Q4: 4,058 shares 4,058 $1.34M 0.05% -893 Timeline LOPE GRAND CANYON ED INC More: the full row for GRAND CANYON ED 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: 8,045 shares 8,045 $1.34M 0.05% new Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,674 shares; 2024Q4: 8,815 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,502 shares; 2025Q4: 21,593 shares 21,593 $1.33M 0.05% +10,091 Timeline ITRN ITURAN LOCATION AND CONTROL More: the full row for ITURAN LOCATION AND CONTROL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,564 shares; 2024Q4: 12,708 shares; 2025Q1: 14,990 shares; 2025Q2: 18,837 shares; 2025Q3: 58,864 shares; 2025Q4: 30,917 shares 30,917 $1.33M 0.05% -27,947 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: not reported; 2024Q4: 13,547 shares; 2025Q1: 17,985 shares; 2025Q2: 18,731 shares; 2025Q3: 18,637 shares; 2025Q4: 19,656 shares 19,656 $1.32M 0.05% +1,019 Timeline NGVT INGEVITY CORP More: the full row for INGEVITY 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: 22,051 shares 22,051 $1.3M 0.05% new Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,134 shares; 2024Q4: 4,282 shares; 2025Q1: 2,653 shares; 2025Q2: 3,626 shares; 2025Q3: 8,527 shares; 2025Q4: 8,047 shares 8,047 $1.3M 0.05% -480 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: 4,645 shares; 2024Q4: 4,768 shares; 2025Q1: 4,850 shares; 2025Q2: 17,277 shares; 2025Q3: 18,385 shares; 2025Q4: 19,136 shares 19,136 $1.28M 0.05% +751 Timeline DRH DIAMONDROCK HOSPITALITY CO More: the full row for DIAMONDROCK HOSPITALITY 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: 154,680 shares; 2025Q3: 169,502 shares; 2025Q4: 141,526 shares 141,526 $1.27M 0.05% -27,976 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: 7,434 shares; 2024Q4: 6,699 shares; 2025Q1: 7,577 shares; 2025Q2: 7,165 shares; 2025Q3: 6,451 shares; 2025Q4: 6,290 shares 6,290 $1.23M 0.04% -161 Timeline MDYG 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: 16,993 shares; 2025Q2: 15,748 shares; 2025Q3: 16,030 shares; 2025Q4: 13,266 shares 13,266 $1.23M 0.04% -2,764 Timeline DMC DEL MONTE CORP More: the full row for DEL MONTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,815 shares; 2025Q1: 31,131 shares; 2025Q2: 38,800 shares; 2025Q3: 39,397 shares; 2025Q4: 34,249 shares 34,249 $1.22M 0.04% -5,148 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,990 shares; 2024Q4: 13,682 shares; 2025Q1: 15,298 shares; 2025Q2: 15,934 shares; 2025Q3: 15,060 shares; 2025Q4: 15,362 shares 15,362 $1.21M 0.04% +302 Timeline ETHW BITWISE ETHEREUM ETF More: the full row for BITWISE ETHEREUM ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 56,763 shares 56,763 $1.21M 0.04% new Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,292 shares; 2024Q4: 11,120 shares; 2025Q1: 23,157 shares; 2025Q2: 26,101 shares; 2025Q3: 6,298 shares; 2025Q4: 6,456 shares 6,456 $1.2M 0.04% +158 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,648 shares; 2024Q4: 44,176 shares; 2025Q1: 40,757 shares; 2025Q2: 36,246 shares; 2025Q3: 36,308 shares; 2025Q4: 43,666 shares 43,666 $1.2M 0.04% +7,358 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: 1,624 shares; 2024Q4: 1,509 shares; 2025Q1: 2,786 shares; 2025Q2: 2,820 shares; 2025Q3: 2,857 shares; 2025Q4: 2,795 shares 2,795 $1.19M 0.04% -62 Timeline RAMP LIVERAMP HLDGS INC More: the full row for LIVERAMP HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 35,401 shares; 2025Q3: 39,265 shares; 2025Q4: 40,528 shares 40,528 $1.19M 0.04% +1,263 Timeline MEOH METHANEX CORP More: the full row for METHANEX 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: 25,320 shares; 2025Q3: 28,453 shares; 2025Q4: 29,935 shares 29,935 $1.19M 0.04% +1,482 Timeline TIGO MILLICOM INTL CELLULAR S A More: the full row for MILLICOM INTL CELLULAR S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,166 shares; 2025Q1: 12,307 shares; 2025Q2: 26,173 shares; 2025Q3: 28,858 shares; 2025Q4: 21,325 shares 21,325 $1.18M 0.04% -7,533 Timeline XHR XENIA HOTELS & RESORTS INC More: the full row for XENIA HOTELS & RESORTS 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: 83,126 shares 83,126 $1.18M 0.04% new Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,253 shares; 2024Q4: 4,328 shares; 2025Q1: 8,643 shares; 2025Q2: 8,786 shares; 2025Q3: 8,786 shares; 2025Q4: 8,786 shares 8,786 $1.17M 0.04% 0 Timeline BKH BLACK HILLS CORP More: the full row for BLACK HILLS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,560 shares; 2024Q4: 9,082 shares; 2025Q1: 10,717 shares; 2025Q2: 12,677 shares; 2025Q3: 14,251 shares; 2025Q4: 16,877 shares 16,877 $1.17M 0.04% +2,626 Timeline REVG REV GROUP INC More: the full row for REV 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: 19,226 shares 19,226 $1.17M 0.04% new Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,197 shares; 2024Q4: 4,441 shares; 2025Q1: 4,538 shares; 2025Q2: 4,309 shares; 2025Q3: 4,124 shares; 2025Q4: 4,244 shares 4,244 $1.15M 0.04% +120 Timeline AVDE 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: 7,231 shares; 2024Q4: 7,600 shares; 2025Q1: 8,086 shares; 2025Q2: 8,086 shares; 2025Q3: 11,891 shares; 2025Q4: 13,869 shares 13,869 $1.14M 0.04% +1,978 Timeline SPNT SIRIUSPOINT LTD More: the full row for SIRIUSPOINT 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: 51,842 shares 51,842 $1.13M 0.04% new Timeline ST SENSATA TECHNOLOGIES HLDG PL More: the full row for SENSATA TECHNOLOGIES HLDG PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 34,032 shares 34,032 $1.13M 0.04% new Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,639 shares; 2024Q4: 27,470 shares; 2025Q1: 27,866 shares; 2025Q2: 6,155 shares; 2025Q3: 22,645 shares; 2025Q4: 7,075 shares 7,075 $1.13M 0.04% -15,570 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: 3,516 shares; 2024Q4: 3,774 shares; 2025Q1: 4,500 shares; 2025Q2: 5,545 shares; 2025Q3: 6,021 shares; 2025Q4: 7,370 shares 7,370 $1.13M 0.04% +1,349 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,060 shares; 2024Q4: 75,817 shares; 2025Q1: 79,867 shares; 2025Q2: 79,867 shares; 2025Q3: 79,867 shares; 2025Q4: 47,717 shares 47,717 $1.13M 0.04% -32,150 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: 2,188 shares; 2024Q4: 2,015 shares; 2025Q1: 2,488 shares; 2025Q2: 2,473 shares; 2025Q3: 2,445 shares; 2025Q4: 2,134 shares 2,134 $1.12M 0.04% -311 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,461 shares; 2024Q4: 18,956 shares; 2025Q1: 25,285 shares; 2025Q2: 13,883 shares; 2025Q3: 15,580 shares; 2025Q4: 18,551 shares 18,551 $1.11M 0.04% +2,971 Timeline SR SPIRE INC More: the full row for SPIRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,668 shares; 2024Q4: 6,509 shares; 2025Q1: 7,979 shares; 2025Q2: 9,968 shares; 2025Q3: 11,231 shares; 2025Q4: 13,437 shares 13,437 $1.11M 0.04% +2,206 Timeline RMR RMR GROUP INC More: the full row for RMR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,461 shares; 2024Q4: 48,029 shares; 2025Q1: 68,535 shares; 2025Q2: 53,055 shares; 2025Q3: 60,857 shares; 2025Q4: 71,296 shares 71,296 $1.06M 0.04% +10,439 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,090 shares; 2024Q4: 2,386 shares; 2025Q1: 2,424 shares; 2025Q2: 2,806 shares; 2025Q3: 2,869 shares; 2025Q4: 2,999 shares 2,999 $1.06M 0.04% +130 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,703 shares; 2025Q1: 10,568 shares; 2025Q2: 12,001 shares; 2025Q3: 13,270 shares; 2025Q4: 13,658 shares 13,658 $1.06M 0.04% +388 Timeline ENIC ENEL CHILE SA More: the full row for ENEL CHILE SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 217,325 shares; 2025Q4: 259,274 shares 259,274 $1.04M 0.04% +41,949 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,492 shares; 2024Q4: 4,552 shares; 2025Q1: 5,153 shares; 2025Q2: 5,153 shares; 2025Q3: 5,003 shares; 2025Q4: 4,928 shares 4,928 $1.04M 0.04% -75 Timeline ADT ADT INC DEL More: the full row for ADT INC DEL Quarterly shares; oldest 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: 128,344 shares 128,344 $1.04M 0.04% new Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,607 shares; 2024Q4: 3,764 shares; 2025Q1: 2,610 shares; 2025Q2: 3,367 shares; 2025Q3: 5,886 shares; 2025Q4: 4,524 shares 4,524 $1.03M 0.04% -1,362 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: 32,640 shares; 2024Q4: 31,717 shares; 2025Q1: 35,967 shares; 2025Q2: 42,417 shares; 2025Q3: 40,456 shares; 2025Q4: 41,418 shares 41,418 $1.03M 0.04% +962 Timeline PPL PPL CORP More: the full row for PPL 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: 24,783 shares; 2025Q4: 29,129 shares 29,129 $1.02M 0.04% +4,346 Timeline GROW U S GLOBAL INVS INC More: the full row for U S GLOBAL INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 150,000 shares; 2025Q3: 253,214 shares; 2025Q4: 421,390 shares 421,390 $1.02M 0.04% +168,176 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: 2,895 shares; 2024Q4: 575 shares; 2025Q1: 677 shares; 2025Q2: 767 shares; 2025Q3: 777 shares; 2025Q4: 834 shares 834 $1.01M 0.04% +57 Timeline INSW INTERNATIONAL SEAWAYS INC More: the full row for INTERNATIONAL SEAWAYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,024 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,766 shares 20,766 $1.01M 0.04% new Timeline ICSH 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: 4,550 shares; 2025Q1: 19,761 shares; 2025Q2: 19,652 shares; 2025Q3: 19,632 shares; 2025Q4: 19,632 shares 19,632 $993K 0.04% 0 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,981 shares; 2025Q4: 20,464 shares 20,464 $992K 0.04% +3,483 Timeline EC ECOPETROL S A More: the full row for ECOPETROL 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: 98,905 shares 98,905 $991K 0.04% new 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: 7,945 shares; 2024Q4: 8,281 shares; 2025Q1: 11,844 shares; 2025Q2: 11,209 shares; 2025Q3: 11,558 shares; 2025Q4: 10,382 shares 10,382 $990K 0.04% -1,176 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: 13,874 shares; 2024Q4: 15,122 shares; 2025Q1: 15,068 shares; 2025Q2: 13,440 shares; 2025Q3: 7,781 shares; 2025Q4: 7,764 shares 7,764 $990K 0.04% -17 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,964 shares; 2024Q4: 26,859 shares; 2025Q1: 27,748 shares; 2025Q2: 30,005 shares; 2025Q3: 27,554 shares; 2025Q4: 30,496 shares 30,496 $978K 0.04% +2,942 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,094 shares; 2024Q4: 3,296 shares; 2025Q1: 3,521 shares; 2025Q2: 3,139 shares; 2025Q3: 3,402 shares; 2025Q4: 3,504 shares 3,504 $977K 0.04% +102 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,933 shares; 2024Q4: 3,239 shares; 2025Q1: 3,039 shares; 2025Q2: 4,114 shares; 2025Q3: 4,408 shares; 2025Q4: 4,435 shares 4,435 $975K 0.04% +27 Timeline APLE APPLE HOSPITALITY REIT INC More: the full row for APPLE HOSPITALITY 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: 70,945 shares; 2025Q3: 76,449 shares; 2025Q4: 79,502 shares 79,502 $942K 0.03% +3,053 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: 5,349 shares; 2024Q4: 5,431 shares; 2025Q1: 5,624 shares; 2025Q2: 6,228 shares; 2025Q3: 5,954 shares; 2025Q4: 5,720 shares 5,720 $926K 0.03% -234 Timeline AMLP ALPS ETF TR More: the full row for ALPS 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: 18,894 shares; 2025Q3: 19,218 shares; 2025Q4: 19,438 shares 19,438 $914K 0.03% +220 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,850 shares; 2024Q4: 1,934 shares; 2025Q1: 1,724 shares; 2025Q2: 1,502 shares; 2025Q3: 2,655 shares; 2025Q4: 2,580 shares 2,580 $910K 0.03% -75 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,453 shares; 2024Q4: 10,843 shares; 2025Q1: 20,258 shares; 2025Q2: 133,222 shares; 2025Q3: 143,705 shares; 2025Q4: 17,058 shares 17,058 $910K 0.03% -126,647 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: 11,016 shares; 2024Q4: 2,016 shares; 2025Q1: 1,756 shares; 2025Q2: 2,850 shares; 2025Q3: 3,309 shares; 2025Q4: 3,752 shares 3,752 $909K 0.03% +443 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,472 shares; 2024Q4: 17,647 shares; 2025Q1: 20,344 shares; 2025Q2: 21,879 shares; 2025Q3: 25,253 shares; 2025Q4: 8,658 shares 8,658 $909K 0.03% -16,595 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,184 shares; 2024Q4: 96,040 shares; 2025Q1: 99,615 shares; 2025Q2: 8,847 shares; 2025Q3: 7,966 shares; 2025Q4: 12,027 shares 12,027 $907K 0.03% +4,061 Timeline HALO HALOZYME THERAPEUTICS INC More: the full row for HALOZYME 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: 13,475 shares 13,475 $907K 0.03% new Timeline SGDM SPROTT ETF TRUST More: the full row for SPROTT ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,198 shares; 2024Q4: 20,700 shares; 2025Q1: 20,700 shares; 2025Q2: 20,700 shares; 2025Q3: 20,700 shares; 2025Q4: 13,000 shares 13,000 $905K 0.03% -7,700 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: 47,742 shares; 2024Q4: 30,959 shares; 2025Q1: 32,184 shares; 2025Q2: 26,340 shares; 2025Q3: 31,762 shares; 2025Q4: 36,039 shares 36,039 $897K 0.03% +4,277 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,492 shares; 2024Q4: 32,489 shares; 2025Q1: 33,460 shares; 2025Q2: 33,556 shares; 2025Q3: 33,546 shares; 2025Q4: 36,889 shares 36,889 $887K 0.03% +3,343 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: 17,246 shares; 2024Q4: 17,246 shares; 2025Q1: 6,220 shares; 2025Q2: 6,306 shares; 2025Q3: 8,106 shares; 2025Q4: 10,890 shares 10,890 $884K 0.03% +2,784 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,248 shares; 2024Q4: 2,214 shares; 2025Q1: 2,343 shares; 2025Q2: 2,155 shares; 2025Q3: 2,092 shares; 2025Q4: 1,876 shares 1,876 $881K 0.03% -216 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: 7,347 shares; 2024Q4: 12,182 shares; 2025Q1: 9,105 shares; 2025Q2: 13,295 shares; 2025Q3: 9,175 shares; 2025Q4: 9,175 shares 9,175 $881K 0.03% 0 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,851 shares; 2024Q4: 3,883 shares; 2025Q1: 4,194 shares; 2025Q2: 4,625 shares; 2025Q3: 4,382 shares; 2025Q4: 3,405 shares 3,405 $876K 0.03% -977 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,121 shares; 2024Q4: 30,232 shares; 2025Q1: 30,232 shares; 2025Q2: 30,439 shares; 2025Q3: 30,319 shares; 2025Q4: 30,700 shares 30,700 $874K 0.03% +381 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: 841 shares; 2024Q4: 921 shares; 2025Q1: 979 shares; 2025Q2: 900 shares; 2025Q3: 890 shares; 2025Q4: 1,061 shares 1,061 $870K 0.03% +171 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,619 shares; 2024Q4: 10,059 shares; 2025Q1: 6,237 shares; 2025Q2: 6,189 shares; 2025Q3: 7,088 shares; 2025Q4: 7,001 shares 7,001 $863K 0.03% -87 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: 7,322 shares; 2024Q4: 16,028 shares; 2025Q1: 7,956 shares; 2025Q2: 7,156 shares; 2025Q3: 7,236 shares; 2025Q4: 6,652 shares 6,652 $837K 0.03% -584 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: not reported; 2025Q1: 772 shares; 2025Q2: 796 shares; 2025Q3: 799 shares; 2025Q4: 770 shares 770 $824K 0.03% -29 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: 1,764 shares; 2024Q4: 1,376 shares; 2025Q1: 1,435 shares; 2025Q2: 899 shares; 2025Q3: 1,206 shares; 2025Q4: 1,419 shares 1,419 $822K 0.03% +213 Timeline DFAS 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: 10,189 shares; 2024Q4: 10,189 shares; 2025Q1: 14,903 shares; 2025Q2: 10,683 shares; 2025Q3: 11,912 shares; 2025Q4: 11,781 shares 11,781 $821K 0.03% -131 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: 1,891 shares; 2024Q4: 2,367 shares; 2025Q1: 2,362 shares; 2025Q2: 2,789 shares; 2025Q3: 2,803 shares; 2025Q4: 2,827 shares 2,827 $820K 0.03% +24 Timeline MOS MOSAIC CO More: the full row for MOSAIC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 31,143 shares; 2025Q1: not reported; 2025Q2: 299,733 shares; 2025Q3: 252,925 shares; 2025Q4: 33,612 shares 33,612 $810K 0.03% -219,313 Timeline KRC KILROY REALTY CORP More: the full row for KILROY REALTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,301 shares; 2024Q4: 15,038 shares; 2025Q1: 23,335 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,322 shares 21,322 $797K 0.03% new Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,840 shares; 2024Q4: 13,714 shares; 2025Q1: 14,479 shares; 2025Q2: 22,418 shares; 2025Q3: 22,043 shares; 2025Q4: 19,394 shares 19,394 $778K 0.03% -2,649 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,634 shares; 2024Q4: 1,998 shares; 2025Q1: 2,854 shares; 2025Q2: 2,854 shares; 2025Q3: 2,793 shares; 2025Q4: 2,604 shares 2,604 $777K 0.03% -189 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: 3,466 shares; 2024Q4: 3,425 shares; 2025Q1: 2,263 shares; 2025Q2: 4,876 shares; 2025Q3: 3,655 shares; 2025Q4: 3,655 shares 3,655 $769K 0.03% 0 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,362 shares; 2024Q4: not reported; 2025Q1: 5,407 shares; 2025Q2: 5,619 shares; 2025Q3: 5,405 shares; 2025Q4: 9,612 shares 9,612 $763K 0.03% +4,207 Timeline NUS NU SKIN ENTERPRISES INC More: the full row for NU SKIN ENTERPRISES 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: 78,272 shares 78,272 $753K 0.03% new 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: 1,264 shares; 2024Q4: 1,562 shares; 2025Q1: 1,715 shares; 2025Q2: 2,122 shares; 2025Q3: 2,141 shares; 2025Q4: 2,215 shares 2,215 $748K 0.03% +74 Timeline HAFN HAFNIA LTD More: the full row for HAFNIA 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: 140,167 shares; 2025Q2: 165,791 shares; 2025Q3: 135,008 shares; 2025Q4: 140,036 shares 140,036 $746K 0.03% +5,028 Timeline CENTA CENTRAL GARDEN & PET CO More: the full row for CENTRAL GARDEN & PET CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,159 shares; 2024Q4: not reported; 2025Q1: 17,506 shares; 2025Q2: 21,976 shares; 2025Q3: 24,533 shares; 2025Q4: 25,541 shares 25,541 $746K 0.03% +1,008 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: 23,349 shares; 2024Q4: 46,598 shares; 2025Q1: 56,686 shares; 2025Q2: 72,723 shares; 2025Q3: 85,608 shares; 2025Q4: 45,081 shares 45,081 $743K 0.03% -40,527 Timeline CWH CAMPING WORLD HLDGS INC More: the full row for CAMPING WORLD HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 80,055 shares; 2025Q3: 80,055 shares; 2025Q4: 76,055 shares 76,055 $740K 0.03% -4,000 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,890 shares; 2025Q1: 5,702 shares; 2025Q2: 4,838 shares; 2025Q3: 4,538 shares; 2025Q4: 4,370 shares 4,370 $738K 0.03% -168 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: 2,361 shares; 2024Q4: 2,378 shares; 2025Q1: 2,466 shares; 2025Q2: 2,951 shares; 2025Q3: 2,610 shares; 2025Q4: 2,279 shares 2,279 $711K 0.03% -331 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,185 shares; 2025Q1: 5,503 shares; 2025Q2: 5,061 shares; 2025Q3: 4,963 shares; 2025Q4: 4,584 shares 4,584 $711K 0.03% -379 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,803 shares; 2024Q4: 3,811 shares; 2025Q1: 7,058 shares; 2025Q2: 8,291 shares; 2025Q3: 10,239 shares; 2025Q4: 8,682 shares 8,682 $709K 0.03% -1,557 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,011 shares; 2025Q3: 6,348 shares; 2025Q4: 7,012 shares 7,012 $700K 0.03% +664 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: 17,461 shares; 2024Q4: 14,313 shares; 2025Q1: 20,520 shares; 2025Q2: 15,973 shares; 2025Q3: 18,600 shares; 2025Q4: 18,893 shares 18,893 $697K 0.03% +293 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,546 shares; 2024Q4: 4,663 shares; 2025Q1: 5,691 shares; 2025Q2: 5,418 shares; 2025Q3: 5,157 shares; 2025Q4: 3,165 shares 3,165 $695K 0.03% -1,992 Timeline WINA WINMARK CORP More: the full row for WINMARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,324 shares; 2024Q4: 13,175 shares; 2025Q1: 13,586 shares; 2025Q2: 20,053 shares; 2025Q3: 20,853 shares; 2025Q4: 1,707 shares 1,707 $691K 0.02% -19,146 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,685 shares; 2024Q4: 5,685 shares; 2025Q1: 3,675 shares; 2025Q2: 4,716 shares; 2025Q3: 8,825 shares; 2025Q4: 8,123 shares 8,123 $690K 0.02% -702 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: 4,710 shares; 2024Q4: 6,510 shares; 2025Q1: 6,150 shares; 2025Q2: 6,227 shares; 2025Q3: 5,618 shares; 2025Q4: 6,136 shares 6,136 $677K 0.02% +518 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: 348 shares; 2024Q4: 439 shares; 2025Q1: 491 shares; 2025Q2: 688 shares; 2025Q3: 740 shares; 2025Q4: 766 shares 766 $673K 0.02% +26 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: 7,248 shares; 2024Q4: 7,179 shares; 2025Q1: 7,689 shares; 2025Q2: 7,584 shares; 2025Q3: 7,406 shares; 2025Q4: 6,038 shares 6,038 $666K 0.02% -1,368 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,592 shares; 2024Q4: 2,822 shares; 2025Q1: 7,151 shares; 2025Q2: 5,039 shares; 2025Q3: 5,768 shares; 2025Q4: 5,527 shares 5,527 $664K 0.02% -241 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: 15,951 shares; 2024Q4: 15,708 shares; 2025Q1: 10,001 shares; 2025Q2: 9,309 shares; 2025Q3: 11,570 shares; 2025Q4: 10,977 shares 10,977 $663K 0.02% -593 Timeline SLYG 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: 8,800 shares; 2025Q2: 8,524 shares; 2025Q3: 8,673 shares; 2025Q4: 7,030 shares 7,030 $662K 0.02% -1,643 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: 2,974 shares; 2024Q4: 2,974 shares; 2025Q1: 2,974 shares; 2025Q2: 7,279 shares; 2025Q3: 6,729 shares; 2025Q4: 6,739 shares 6,739 $649K 0.02% +10 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,164 shares; 2025Q2: 5,713 shares; 2025Q3: 5,016 shares; 2025Q4: 4,929 shares 4,929 $646K 0.02% -87 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,109 shares; 2024Q4: 1,109 shares; 2025Q1: 1,054 shares; 2025Q2: 1,108 shares; 2025Q3: 1,078 shares; 2025Q4: 1,110 shares 1,110 $645K 0.02% +32 Timeline DLTR DOLLAR TREE INC More: the full row for DOLLAR TREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 103,330 shares; 2025Q2: 5,617 shares; 2025Q3: 70,902 shares; 2025Q4: 5,228 shares 5,228 $643K 0.02% -65,674 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,864 shares; 2024Q4: 3,074 shares; 2025Q1: 2,664 shares; 2025Q2: 2,362 shares; 2025Q3: 2,212 shares; 2025Q4: 2,212 shares 2,212 $637K 0.02% 0 Timeline MGY MAGNOLIA OIL & GAS CORP More: the full row for MAGNOLIA OIL & GAS 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: 28,867 shares 28,867 $632K 0.02% new 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: 4,860 shares; 2024Q4: 4,046 shares; 2025Q1: 4,040 shares; 2025Q2: 4,037 shares; 2025Q3: 4,304 shares; 2025Q4: 3,292 shares 3,292 $631K 0.02% -1,012 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,975 shares; 2025Q1: 4,013 shares; 2025Q2: 3,823 shares; 2025Q3: 3,349 shares; 2025Q4: 2,935 shares 2,935 $630K 0.02% -414 Timeline NXST NEXSTAR MEDIA GROUP INC More: the full row for NEXSTAR MEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,887 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,052 shares; 2025Q4: 3,103 shares 3,103 $630K 0.02% +51 Timeline DFUV 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: 13,503 shares; 2024Q4: 13,503 shares; 2025Q1: 13,503 shares; 2025Q2: 13,503 shares; 2025Q3: 13,503 shares; 2025Q4: 13,503 shares 13,503 $629K 0.02% 0 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,898 shares; 2024Q4: 13,531 shares; 2025Q1: 14,038 shares; 2025Q2: 16,018 shares; 2025Q3: 12,543 shares; 2025Q4: 12,346 shares 12,346 $627K 0.02% -197 Timeline TNK TEEKAY TANKERS LTD More: the full row for TEEKAY TANKERS 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: 10,638 shares; 2025Q3: 11,450 shares; 2025Q4: 11,626 shares 11,626 $621K 0.02% +176 Timeline HCC WARRIOR MET COAL INC More: the full row for WARRIOR MET COAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,000 shares; 2025Q2: 7,000 shares; 2025Q3: 7,000 shares; 2025Q4: 7,000 shares 7,000 $617K 0.02% 0 Timeline GPIQ GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS 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: 8,855 shares; 2025Q3: 11,358 shares; 2025Q4: 11,661 shares 11,661 $617K 0.02% +303 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: 2,756 shares; 2024Q4: 2,747 shares; 2025Q1: 2,792 shares; 2025Q2: 3,129 shares; 2025Q3: 2,949 shares; 2025Q4: 2,918 shares 2,918 $609K 0.02% -31 Timeline YELP YELP INC More: the full row for YELP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,373 shares; 2024Q4: 12,796 shares; 2025Q1: 16,573 shares; 2025Q2: 19,977 shares; 2025Q3: 19,435 shares; 2025Q4: 19,871 shares 19,871 $604K 0.02% +436 Timeline SFD SMITHFIELD FOODS INC More: the full row for SMITHFIELD FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 26,642 shares 26,642 $595K 0.02% new Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,051 shares; 2024Q4: 3,112 shares; 2025Q1: 3,638 shares; 2025Q2: 3,830 shares; 2025Q3: 3,183 shares; 2025Q4: 2,386 shares 2,386 $589K 0.02% -797 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,430 shares; 2024Q4: 8,426 shares; 2025Q1: 8,422 shares; 2025Q2: 8,420 shares; 2025Q3: 7,785 shares; 2025Q4: 7,560 shares 7,560 $589K 0.02% -225 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,775 shares; 2024Q4: 14,684 shares; 2025Q1: 19,779 shares; 2025Q2: 5,399 shares; 2025Q3: 5,075 shares; 2025Q4: 5,086 shares 5,086 $587K 0.02% +11 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,869 shares; 2025Q3: 4,297 shares; 2025Q4: 5,209 shares 5,209 $582K 0.02% +912 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,204 shares; 2024Q4: 3,498 shares; 2025Q1: 5,587 shares; 2025Q2: 7,122 shares; 2025Q3: 8,405 shares; 2025Q4: 6,213 shares 6,213 $582K 0.02% -2,192 Timeline AVLV 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,703 shares; 2025Q4: 7,663 shares 7,663 $581K 0.02% +960 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 664 shares; 2024Q4: 1,257 shares; 2025Q1: 1,284 shares; 2025Q2: 1,360 shares; 2025Q3: 1,022 shares; 2025Q4: 995 shares 995 $567K 0.02% -27 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,784 shares; 2024Q4: 15,347 shares; 2025Q1: 18,424 shares; 2025Q2: 10,743 shares; 2025Q3: 10,807 shares; 2025Q4: 8,889 shares 8,889 $566K 0.02% -1,918 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: 3,516 shares; 2024Q4: 3,054 shares; 2025Q1: 3,317 shares; 2025Q2: 2,437 shares; 2025Q3: 2,089 shares; 2025Q4: 2,469 shares 2,469 $565K 0.02% +380 Timeline TR TOOTSIE ROLL INDS INC More: the full row for TOOTSIE ROLL INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,891 shares; 2024Q4: 16,891 shares; 2025Q1: 17,397 shares; 2025Q2: 17,397 shares; 2025Q3: 17,397 shares; 2025Q4: 15,429 shares 15,429 $565K 0.02% -1,968 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,907 shares; 2024Q4: 2,407 shares; 2025Q1: 2,785 shares; 2025Q2: 3,305 shares; 2025Q3: 3,418 shares; 2025Q4: 3,475 shares 3,475 $565K 0.02% +57 Timeline DFAT 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: 10,134 shares; 2024Q4: 10,134 shares; 2025Q1: 10,134 shares; 2025Q2: 9,944 shares; 2025Q3: 9,470 shares; 2025Q4: 9,470 shares 9,470 $564K 0.02% 0 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,210 shares; 2024Q4: 1,210 shares; 2025Q1: 1,779 shares; 2025Q2: 1,242 shares; 2025Q3: 1,242 shares; 2025Q4: 1,449 shares 1,449 $561K 0.02% +207 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,406 shares; 2025Q3: 2,444 shares; 2025Q4: 2,466 shares 2,466 $558K 0.02% +22 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,661 shares; 2024Q4: 4,786 shares; 2025Q1: 5,495 shares; 2025Q2: 6,538 shares; 2025Q3: 5,705 shares; 2025Q4: 5,567 shares 5,567 $556K 0.02% -138 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: 3,998 shares; 2024Q4: 4,236 shares; 2025Q1: 31,542 shares; 2025Q2: 35,946 shares; 2025Q3: 37,863 shares; 2025Q4: 4,170 shares 4,170 $553K 0.02% -33,693 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,148 shares; 2024Q4: 8,415 shares; 2025Q1: 17,722 shares; 2025Q2: 11,396 shares; 2025Q3: 8,512 shares; 2025Q4: 1,773 shares 1,773 $543K 0.02% -6,739 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,764 shares; 2024Q4: 12,310 shares; 2025Q1: 15,176 shares; 2025Q2: 12,128 shares; 2025Q3: 14,175 shares; 2025Q4: 10,793 shares 10,793 $543K 0.02% -3,382 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,880 shares; 2024Q4: 1,903 shares; 2025Q1: 2,952 shares; 2025Q2: 2,666 shares; 2025Q3: 2,830 shares; 2025Q4: 2,667 shares 2,667 $542K 0.02% -163 Timeline AAAU GOLDMAN SACHS PHYSICAL GOLD More: the full row for GOLDMAN SACHS PHYSICAL GOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,644 shares; 2024Q4: 19,219 shares; 2025Q1: 19,219 shares; 2025Q2: 12,719 shares; 2025Q3: 12,719 shares; 2025Q4: 12,719 shares 12,719 $541K 0.02% 0 Timeline KOP KOPPERS HOLDINGS INC More: the full row for KOPPERS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,861 shares 19,861 $538K 0.02% new Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,722 shares; 2024Q4: 10,726 shares; 2025Q1: 12,576 shares; 2025Q2: 15,121 shares; 2025Q3: 16,616 shares; 2025Q4: 7,232 shares 7,232 $534K 0.02% -9,384 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,208 shares; 2025Q3: 17,496 shares; 2025Q4: 19,475 shares 19,475 $524K 0.02% +1,979 Timeline QQQI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,082 shares; 2025Q4: 9,406 shares 9,406 $507K 0.02% +324 Timeline TLSI TRISALUS LIFE SCIENCES INC More: the full row for TRISALUS LIFE 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: not reported; 2025Q2: not reported; 2025Q3: 72,000 shares; 2025Q4: 72,000 shares 72,000 $503K 0.02% 0 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: 14,457 shares; 2024Q4: 10,872 shares; 2025Q1: 12,514 shares; 2025Q2: 11,113 shares; 2025Q3: 11,754 shares; 2025Q4: 13,834 shares 13,834 $501K 0.02% +2,080 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,798 shares; 2025Q3: 9,260 shares; 2025Q4: 9,540 shares 9,540 $501K 0.02% +280 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,283 shares; 2024Q4: 5,298 shares; 2025Q1: 5,408 shares; 2025Q2: 5,338 shares; 2025Q3: 5,464 shares; 2025Q4: 5,676 shares 5,676 $501K 0.02% +212 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,581 shares; 2024Q4: 7,475 shares; 2025Q1: 7,464 shares; 2025Q2: 9,440 shares; 2025Q3: 7,839 shares; 2025Q4: 8,280 shares 8,280 $498K 0.02% +441 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,778 shares; 2024Q4: 6,991 shares; 2025Q1: 5,460 shares; 2025Q2: 7,425 shares; 2025Q3: 6,106 shares; 2025Q4: 6,483 shares 6,483 $497K 0.02% +377 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,303 shares; 2024Q4: 3,308 shares; 2025Q1: 7,144 shares; 2025Q2: 7,242 shares; 2025Q3: 6,943 shares; 2025Q4: 5,864 shares 5,864 $492K 0.02% -1,079 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,639 shares; 2024Q4: 5,752 shares; 2025Q1: 7,941 shares; 2025Q2: 7,736 shares; 2025Q3: 6,755 shares; 2025Q4: 5,104 shares 5,104 $490K 0.02% -1,651 Timeline UBSI UNITED BANKSHARES INC WEST V More: the full row for UNITED BANKSHARES INC WEST V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,425 shares; 2024Q4: 12,425 shares; 2025Q1: 12,425 shares; 2025Q2: 12,667 shares; 2025Q3: 12,667 shares; 2025Q4: 12,619 shares 12,619 $485K 0.02% -48 Timeline UVE UNIVERSAL INS HLDGS INC More: the full row for UNIVERSAL INS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 285,277 shares; 2024Q4: 570,615 shares; 2025Q1: 251,570 shares; 2025Q2: 59,160 shares; 2025Q3: 64,476 shares; 2025Q4: 14,251 shares 14,251 $482K 0.02% -50,225 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,078 shares; 2025Q2: 3,464 shares; 2025Q3: 3,537 shares; 2025Q4: 3,995 shares 3,995 $478K 0.02% +458 Timeline XLP 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: 3,235 shares; 2025Q1: 7,005 shares; 2025Q2: 7,321 shares; 2025Q3: 7,078 shares; 2025Q4: 6,153 shares 6,153 $478K 0.02% -925 Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,848 shares; 2024Q4: 3,800 shares; 2025Q1: 3,805 shares; 2025Q2: 4,003 shares; 2025Q3: 3,816 shares; 2025Q4: 3,662 shares 3,662 $477K 0.02% -154 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,892 shares; 2024Q4: 2,171 shares; 2025Q1: 1,880 shares; 2025Q2: 2,058 shares; 2025Q3: 2,252 shares; 2025Q4: 2,575 shares 2,575 $477K 0.02% +323 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,109 shares; 2024Q4: 6,486 shares; 2025Q1: 25,711 shares; 2025Q2: 5,485 shares; 2025Q3: 6,430 shares; 2025Q4: 8,011 shares 8,011 $470K 0.02% +1,581 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,228 shares; 2024Q4: 3,225 shares; 2025Q1: 3,435 shares; 2025Q2: 3,612 shares; 2025Q3: 3,088 shares; 2025Q4: 2,511 shares 2,511 $466K 0.02% -577 Timeline IGIB 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: 7,736 shares; 2025Q1: 11,543 shares; 2025Q2: 11,543 shares; 2025Q3: 9,112 shares; 2025Q4: 8,636 shares 8,636 $465K 0.02% -476 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: 993 shares; 2024Q4: 952 shares; 2025Q1: 1,135 shares; 2025Q2: 1,318 shares; 2025Q3: 1,187 shares; 2025Q4: 1,190 shares 1,190 $463K 0.02% +3 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,335 shares; 2024Q4: 849 shares; 2025Q1: 678 shares; 2025Q2: 784 shares; 2025Q3: 772 shares; 2025Q4: 742 shares 742 $462K 0.02% -30 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: 25,786 shares; 2024Q4: 32,842 shares; 2025Q1: 6,473 shares; 2025Q2: 6,816 shares; 2025Q3: 6,052 shares; 2025Q4: 5,846 shares 5,846 $462K 0.02% -206 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: 226,125 shares; 2024Q4: 191,842 shares; 2025Q1: 268,520 shares; 2025Q2: 164,284 shares; 2025Q3: 156,462 shares; 2025Q4: 15,447 shares 15,447 $462K 0.02% -141,015 Timeline AVEM 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: 5,979 shares; 2024Q4: 5,992 shares; 2025Q1: 5,992 shares; 2025Q2: 5,992 shares; 2025Q3: 5,992 shares; 2025Q4: 5,992 shares 5,992 $462K 0.02% 0 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,753 shares; 2024Q4: 4,753 shares; 2025Q1: 5,073 shares; 2025Q2: 5,073 shares; 2025Q3: 5,073 shares; 2025Q4: 5,614 shares 5,614 $450K 0.02% +541 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,592 shares; 2025Q2: 1,898 shares; 2025Q3: 2,169 shares; 2025Q4: 2,424 shares 2,424 $450K 0.02% +255 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: 3,505 shares; 2024Q4: 3,515 shares; 2025Q1: 3,987 shares; 2025Q2: 4,133 shares; 2025Q3: 3,221 shares; 2025Q4: 3,108 shares 3,108 $450K 0.02% -113 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: 3,749 shares; 2024Q4: 3,611 shares; 2025Q1: 2,162 shares; 2025Q2: 2,411 shares; 2025Q3: 2,458 shares; 2025Q4: 2,462 shares 2,462 $448K 0.02% +4 Timeline FNDA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,231 shares; 2025Q2: 13,588 shares; 2025Q3: 13,327 shares; 2025Q4: 14,066 shares 14,066 $443K 0.02% +739 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,235 shares; 2024Q4: 18,409 shares; 2025Q1: 24,733 shares; 2025Q2: 29,852 shares; 2025Q3: 31,997 shares; 2025Q4: 33,480 shares 33,480 $439K 0.02% +1,483 Timeline RRC RANGE RES CORP More: the full row for RANGE RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 270,847 shares; 2025Q3: 388,569 shares; 2025Q4: 12,395 shares 12,395 $437K 0.02% -376,174 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: 1,853 shares; 2024Q4: 3,908 shares; 2025Q1: 2,124 shares; 2025Q2: 3,303 shares; 2025Q3: 3,350 shares; 2025Q4: 3,336 shares 3,336 $431K 0.02% -14 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,643 shares; 2024Q4: 7,445 shares; 2025Q1: 5,891 shares; 2025Q2: 6,859 shares; 2025Q3: 6,676 shares; 2025Q4: 4,198 shares 4,198 $430K 0.02% -2,478 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,543 shares; 2024Q4: 23,002 shares; 2025Q1: 28,339 shares; 2025Q2: 32,347 shares; 2025Q3: 35,015 shares; 2025Q4: 5,926 shares 5,926 $430K 0.02% -29,089 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,181 shares; 2024Q4: 3,241 shares; 2025Q1: 3,266 shares; 2025Q2: 3,796 shares; 2025Q3: 3,916 shares; 2025Q4: 3,777 shares 3,777 $426K 0.02% -139 Timeline SUB 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: 3,046 shares; 2024Q4: 4,271 shares; 2025Q1: 5,031 shares; 2025Q2: 5,031 shares; 2025Q3: 3,431 shares; 2025Q4: 3,938 shares 3,938 $420K 0.02% +507 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,617 shares; 2024Q4: 11,096 shares; 2025Q1: 4,678 shares; 2025Q2: 6,179 shares; 2025Q3: 5,325 shares; 2025Q4: 4,083 shares 4,083 $412K 0.01% -1,242 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: 2,446 shares; 2024Q4: 2,558 shares; 2025Q1: 6,474 shares; 2025Q2: 3,081 shares; 2025Q3: 3,155 shares; 2025Q4: 2,861 shares 2,861 $411K 0.01% -294 Timeline SLYV 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: 8,560 shares; 2025Q2: 6,119 shares; 2025Q3: 6,279 shares; 2025Q4: 4,511 shares 4,511 $410K 0.01% -1,768 Timeline FENY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,452 shares; 2025Q3: 16,556 shares; 2025Q4: 16,556 shares 16,556 $410K 0.01% 0 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: 2,125 shares; 2024Q4: 2,183 shares; 2025Q1: 2,151 shares; 2025Q2: 2,151 shares; 2025Q3: 2,162 shares; 2025Q4: 2,293 shares 2,293 $407K 0.01% +131 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: 1,248 shares; 2024Q4: 1,162 shares; 2025Q1: 1,279 shares; 2025Q2: 1,506 shares; 2025Q3: 1,536 shares; 2025Q4: 1,395 shares 1,395 $403K 0.01% -141 Timeline TSPA 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: 30,122 shares; 2025Q2: 5,326 shares; 2025Q3: 14,149 shares; 2025Q4: 9,410 shares 9,410 $403K 0.01% -4,739 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,431 shares; 2025Q4: 4,688 shares 4,688 $402K 0.01% +257 Timeline XLB 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: 4,958 shares; 2025Q1: 9,600 shares; 2025Q2: 8,624 shares; 2025Q3: 5,485 shares; 2025Q4: 8,792 shares 8,792 $399K 0.01% +3,307 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,855 shares; 2024Q4: 6,026 shares; 2025Q1: 6,579 shares; 2025Q2: 7,082 shares; 2025Q3: 7,507 shares; 2025Q4: 7,355 shares 7,355 $394K 0.01% -152 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 824 shares; 2025Q3: 961 shares; 2025Q4: 1,341 shares 1,341 $385K 0.01% +380 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,790 shares; 2024Q4: 6,593 shares; 2025Q1: 5,750 shares; 2025Q2: 4,146 shares; 2025Q3: 3,812 shares; 2025Q4: 4,628 shares 4,628 $384K 0.01% +816 Timeline