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: 809,293 shares; 2024Q4: 813,178 shares; 2025Q1: 798,239 shares; 2025Q2: 801,321 shares; 2025Q3: 827,713 shares; 2025Q4: 887,525 shares 887,525 $557M 10.25% +59,812 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,823,013 shares; 2024Q4: 3,831,457 shares; 2025Q1: 3,883,147 shares; 2025Q2: 4,276,978 shares; 2025Q3: 4,481,475 shares; 2025Q4: 5,240,708 shares 5,240,708 $386M 7.1% +759,233 Timeline INTL- ACADIAN - COM INTL- ACADIAN - COM More: the full row for INTL- ACADIAN - COM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,789,094 shares; 2024Q4: 13,404,642 shares; 2025Q1: 13,404,642 shares; 2025Q2: 14,570,857 shares; 2025Q3: 15,673,780 shares; 2025Q4: 17,065,990 shares 17,065,990 $285M 5.24% +1,392,210 COKE COCA COLA CONS INC More: the full row for COCA COLA CONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 146,264 shares; 2024Q4: 146,248 shares; 2025Q1: 146,254 shares; 2025Q2: 1,462,487 shares; 2025Q3: 1,462,267 shares; 2025Q4: 1,462,380 shares 1,462,380 $224M 4.13% +113 Timeline INTL - CAUSEWAY - COM INTL - CAUSEWAY - COM More: the full row for INTL - CAUSEWAY - COM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,798,463 shares; 2024Q4: 11,466,296 shares; 2025Q1: 11,801,241 shares; 2025Q2: 12,741,193 shares; 2025Q3: 13,314,825 shares; 2025Q4: 13,314,825 shares 13,314,825 $207M 3.81% 0 INTL - LAZARD - COM INTL - LAZARD - COM More: the full row for INTL - LAZARD - COM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,884,295 shares; 2024Q4: 11,714,429 shares; 2025Q1: 11,965,511 shares; 2025Q2: 12,846,930 shares; 2025Q3: 13,912,731 shares; 2025Q4: 14,054,639 shares 14,054,639 $206M 3.79% +141,908 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: 605,036 shares; 2024Q4: 654,345 shares; 2025Q1: 647,167 shares; 2025Q2: 645,781 shares; 2025Q3: 658,931 shares; 2025Q4: 679,439 shares 679,439 $185M 3.4% +20,508 Timeline DTC US ACTIVE EQUITY - WEST… DTC US ACTIVE EQUITY - WESTFIELD … More: the full row for DTC US ACTIVE EQUITY - WESTFIELD COM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,412,521 shares; 2025Q1: 11,625,665 shares; 2025Q2: 11,625,665 shares; 2025Q3: 11,820,796 shares; 2025Q4: 11,820,796 shares 11,820,796 $166M 3.06% 0 INTL - VONTOBEL - COM INTL - VONTOBEL - COM More: the full row for INTL - VONTOBEL - COM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,324,596 shares; 2024Q4: 6,324,596 shares; 2025Q1: 6,324,596 shares; 2025Q2: 6,780,319 shares; 2025Q3: 7,925,902 shares; 2025Q4: 8,821,057 shares 8,821,057 $158M 2.9% +895,155 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: 633,263 shares; 2024Q4: 659,442 shares; 2025Q1: 649,591 shares; 2025Q2: 644,925 shares; 2025Q3: 684,787 shares; 2025Q4: 671,918 shares 671,918 $125M 2.31% -12,869 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: 195,666 shares; 2024Q4: 191,480 shares; 2025Q1: 191,439 shares; 2025Q2: 188,944 shares; 2025Q3: 187,197 shares; 2025Q4: 183,079 shares 183,079 $125M 2.3% -4,118 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: 215,466 shares; 2024Q4: 221,844 shares; 2025Q1: 223,168 shares; 2025Q2: 215,756 shares; 2025Q3: 232,325 shares; 2025Q4: 233,030 shares 233,030 $113M 2.07% +705 Timeline VXF 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: 428,962 shares; 2024Q4: 433,547 shares; 2025Q1: 433,263 shares; 2025Q2: 466,235 shares; 2025Q3: 481,340 shares; 2025Q4: 503,116 shares 503,116 $105M 1.94% +21,776 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: 719,885 shares; 2024Q4: 754,986 shares; 2025Q1: 796,479 shares; 2025Q2: 846,762 shares; 2025Q3: 896,654 shares; 2025Q4: 1,013,570 shares 1,013,570 $90.7M 1.67% +116,916 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: 281,185 shares; 2024Q4: 299,135 shares; 2025Q1: 305,027 shares; 2025Q2: 269,333 shares; 2025Q3: 291,239 shares; 2025Q4: 286,156 shares 286,156 $89.6M 1.65% -5,083 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: 245,804 shares; 2024Q4: 252,024 shares; 2025Q1: 258,751 shares; 2025Q2: 257,079 shares; 2025Q3: 252,912 shares; 2025Q4: 244,144 shares 244,144 $56.4M 1.04% -8,768 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: 74,494 shares; 2024Q4: 75,464 shares; 2025Q1: 82,410 shares; 2025Q2: 79,386 shares; 2025Q3: 80,723 shares; 2025Q4: 84,059 shares 84,059 $55.5M 1.02% +3,336 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: 172,695 shares; 2024Q4: 182,266 shares; 2025Q1: 151,002 shares; 2025Q2: 149,756 shares; 2025Q3: 148,720 shares; 2025Q4: 151,963 shares 151,963 $52.6M 0.97% +3,243 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: 125,005 shares; 2024Q4: 124,410 shares; 2025Q1: 126,194 shares; 2025Q2: 128,558 shares; 2025Q3: 109,898 shares; 2025Q4: 145,901 shares 145,901 $48.9M 0.9% +36,003 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: 553,864 shares; 2024Q4: 549,114 shares; 2025Q1: 580,977 shares; 2025Q2: 575,671 shares; 2025Q3: 578,144 shares; 2025Q4: 623,554 shares 623,554 $43.6M 0.8% +45,410 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: 552,623 shares; 2024Q4: 552,968 shares; 2025Q1: 553,002 shares; 2025Q2: 627,554 shares; 2025Q3: 554,327 shares; 2025Q4: 560,290 shares 560,290 $37M 0.68% +5,963 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: 159,843 shares; 2024Q4: 160,982 shares; 2025Q1: 162,025 shares; 2025Q2: 166,517 shares; 2025Q3: 163,997 shares; 2025Q4: 167,963 shares 167,963 $36.9M 0.68% +3,966 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: 113,498 shares; 2024Q4: 116,457 shares; 2025Q1: 121,091 shares; 2025Q2: 92,971 shares; 2025Q3: 105,307 shares; 2025Q4: 112,465 shares 112,465 $35.3M 0.65% +7,158 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: 55,868 shares; 2024Q4: 58,077 shares; 2025Q1: 64,893 shares; 2025Q2: 60,140 shares; 2025Q3: 65,896 shares; 2025Q4: 66,956 shares 66,956 $33.7M 0.62% +1,060 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: 48,112 shares; 2024Q4: 51,747 shares; 2025Q1: 63,747 shares; 2025Q2: 62,234 shares; 2025Q3: 70,399 shares; 2025Q4: 93,260 shares 93,260 $32.7M 0.6% +22,861 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: 73,323 shares; 2024Q4: 74,631 shares; 2025Q1: 75,631 shares; 2025Q2: 68,132 shares; 2025Q3: 99,212 shares; 2025Q4: 100,436 shares 100,436 $32.4M 0.6% +1,224 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: 44,651 shares; 2024Q4: 43,928 shares; 2025Q1: 45,831 shares; 2025Q2: 48,286 shares; 2025Q3: 42,201 shares; 2025Q4: 46,269 shares 46,269 $31.7M 0.58% +4,068 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: 57,434 shares; 2024Q4: 59,134 shares; 2025Q1: 59,134 shares; 2025Q2: 366,909 shares; 2025Q3: 379,800 shares; 2025Q4: 294,280 shares 294,280 $29.5M 0.54% -85,520 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: 13,671 shares; 2024Q4: 14,660 shares; 2025Q1: 16,615 shares; 2025Q2: 16,834 shares; 2025Q3: 19,592 shares; 2025Q4: 23,635 shares 23,635 $25.4M 0.47% +4,043 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: 35,428 shares; 2024Q4: 53,380 shares; 2025Q1: 51,896 shares; 2025Q2: 53,192 shares; 2025Q3: 50,966 shares; 2025Q4: 55,142 shares 55,142 $24.8M 0.46% +4,176 Timeline VTHR 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: 88,332 shares; 2024Q4: 84,077 shares; 2025Q1: 84,070 shares; 2025Q2: 84,088 shares; 2025Q3: 84,106 shares; 2025Q4: 80,212 shares 80,212 $24.1M 0.44% -3,894 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: 104,840 shares; 2024Q4: 89,528 shares; 2025Q1: 108,212 shares; 2025Q2: 108,148 shares; 2025Q3: 114,670 shares; 2025Q4: 113,993 shares 113,993 $23.6M 0.43% -677 Timeline AGG 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: 213,357 shares; 2024Q4: 174,660 shares; 2025Q1: 179,104 shares; 2025Q2: 176,789 shares; 2025Q3: 182,336 shares; 2025Q4: 235,199 shares 235,199 $23.5M 0.43% +52,863 Timeline IPMLF IMPERIAL METALS CORP -NEW More: the full row for IMPERIAL METALS CORP -NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,945,460 shares; 2024Q4: 2,945,460 shares; 2025Q1: 2,945,460 shares; 2025Q2: 2,945,460 shares; 2025Q3: 2,945,460 shares; 2025Q4: 2,945,460 shares 2,945,460 $21.5M 0.4% 0 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: 155,273 shares; 2024Q4: 161,964 shares; 2025Q1: 182,721 shares; 2025Q2: 189,651 shares; 2025Q3: 207,838 shares; 2025Q4: 200,558 shares 200,558 $21.1M 0.39% -7,280 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: 47,772 shares; 2024Q4: 47,450 shares; 2025Q1: 14,031 shares; 2025Q2: 21,888 shares; 2025Q3: 41,127 shares; 2025Q4: 61,489 shares 61,489 $18.7M 0.34% +20,362 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: 42,732 shares; 2024Q4: 55,866 shares; 2025Q1: 57,324 shares; 2025Q2: 55,147 shares; 2025Q3: 57,511 shares; 2025Q4: 59,835 shares 59,835 $18.7M 0.34% +2,324 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: 67,982 shares; 2024Q4: 67,699 shares; 2025Q1: 66,315 shares; 2025Q2: 66,611 shares; 2025Q3: 72,016 shares; 2025Q4: 70,434 shares 70,434 $17.3M 0.32% -1,582 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: 162,072 shares; 2024Q4: 210,281 shares; 2025Q1: 265,301 shares; 2025Q2: 264,554 shares; 2025Q3: 280,775 shares; 2025Q4: 310,879 shares 310,879 $17.1M 0.31% +30,104 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: 43,587 shares; 2024Q4: 49,745 shares; 2025Q1: 47,939 shares; 2025Q2: 46,306 shares; 2025Q3: 45,018 shares; 2025Q4: 47,500 shares 47,500 $15.7M 0.29% +2,482 Timeline LSV GLOBAL CONCENTRATED LSV GLOBAL CONCENTRATED More: the full row for LSV GLOBAL CONCENTRATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,272,581 shares; 2024Q4: 19,713,439 shares; 2025Q1: 13,457,027 shares; 2025Q2: 13,576,955 shares; 2025Q3: 14,920,957 shares; 2025Q4: 15,472,295 shares 15,472,295 $15.5M 0.28% +551,338 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: 10,147 shares; 2024Q4: 10,189 shares; 2025Q1: 10,173 shares; 2025Q2: 14,229 shares; 2025Q3: 16,326 shares; 2025Q4: 16,776 shares 16,776 $14.7M 0.27% +450 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: 4,327 shares; 2024Q4: 3,938 shares; 2025Q1: 13,378 shares; 2025Q2: 12,346 shares; 2025Q3: 11,734 shares; 2025Q4: 11,966 shares 11,966 $14.5M 0.27% +232 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: 131,899 shares; 2024Q4: 131,505 shares; 2025Q1: 130,783 shares; 2025Q2: 134,760 shares; 2025Q3: 146,683 shares; 2025Q4: 148,792 shares 148,792 $14.3M 0.26% +2,109 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: 39,966 shares; 2024Q4: 41,870 shares; 2025Q1: 47,224 shares; 2025Q2: 46,185 shares; 2025Q3: 57,076 shares; 2025Q4: 61,691 shares 61,691 $14.1M 0.26% +4,615 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,499 shares; 2024Q4: 47,387 shares; 2025Q1: 79,642 shares; 2025Q2: 79,553 shares; 2025Q3: 79,512 shares; 2025Q4: 82,590 shares 82,590 $14.1M 0.26% +3,078 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97,581 shares; 2024Q4: 92,474 shares; 2025Q1: 111,162 shares; 2025Q2: 109,617 shares; 2025Q3: 113,196 shares; 2025Q4: 116,576 shares 116,576 $14M 0.26% +3,380 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: 52,258 shares; 2024Q4: 51,846 shares; 2025Q1: 44,927 shares; 2025Q2: 42,914 shares; 2025Q3: 42,250 shares; 2025Q4: 37,236 shares 37,236 $13.8M 0.25% -5,014 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: 31,729 shares; 2024Q4: 36,855 shares; 2025Q1: 38,635 shares; 2025Q2: 39,210 shares; 2025Q3: 42,681 shares; 2025Q4: 40,349 shares 40,349 $13.2M 0.24% -2,332 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: 162,138 shares; 2024Q4: 162,865 shares; 2025Q1: 170,788 shares; 2025Q2: 172,540 shares; 2025Q3: 172,766 shares; 2025Q4: 174,903 shares 174,903 $13.2M 0.24% +2,137 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: 7,631 shares; 2024Q4: 9,986 shares; 2025Q1: 9,317 shares; 2025Q2: 10,512 shares; 2025Q3: 10,891 shares; 2025Q4: 15,183 shares 15,183 $13.1M 0.24% +4,292 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,851 shares; 2024Q4: 22,576 shares; 2025Q1: 26,755 shares; 2025Q2: 36,209 shares; 2025Q3: 34,151 shares; 2025Q4: 35,926 shares 35,926 $12.6M 0.23% +1,775 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: 22,045 shares; 2024Q4: 28,501 shares; 2025Q1: 23,421 shares; 2025Q2: 22,002 shares; 2025Q3: 25,698 shares; 2025Q4: 21,950 shares 21,950 $12.5M 0.23% -3,748 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: 70,847 shares; 2024Q4: 72,951 shares; 2025Q1: 72,488 shares; 2025Q2: 72,631 shares; 2025Q3: 90,840 shares; 2025Q4: 93,679 shares 93,679 $11.7M 0.22% +2,839 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: 48,559 shares; 2024Q4: 49,020 shares; 2025Q1: 51,164 shares; 2025Q2: 45,222 shares; 2025Q3: 42,796 shares; 2025Q4: 33,236 shares 33,236 $11.2M 0.21% -9,560 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,829 shares; 2024Q4: 5,047 shares; 2025Q1: 4,077 shares; 2025Q2: 3,089 shares; 2025Q3: 3,429 shares; 2025Q4: 3,283 shares 3,283 $11.1M 0.2% -146 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: 77,895 shares; 2024Q4: 69,946 shares; 2025Q1: 90,449 shares; 2025Q2: 88,387 shares; 2025Q3: 77,118 shares; 2025Q4: 77,406 shares 77,406 $11.1M 0.2% +288 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: 129,449 shares; 2024Q4: 122,031 shares; 2025Q1: 121,968 shares; 2025Q2: 121,932 shares; 2025Q3: 94,372 shares; 2025Q4: 99,593 shares 99,593 $11.1M 0.2% +5,221 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,001 shares; 2024Q4: 2,922 shares; 2025Q1: 1,788 shares; 2025Q2: 27,092 shares; 2025Q3: 42,579 shares; 2025Q4: 48,876 shares 48,876 $11M 0.2% +6,297 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: 6,246 shares; 2024Q4: 78,753 shares; 2025Q1: 63,910 shares; 2025Q2: 72,969 shares; 2025Q3: 96,875 shares; 2025Q4: 111,179 shares 111,179 $10.7M 0.2% +14,304 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: 24,911 shares; 2024Q4: 24,703 shares; 2025Q1: 23,927 shares; 2025Q2: 22,595 shares; 2025Q3: 21,930 shares; 2025Q4: 22,062 shares 22,062 $10.4M 0.19% +132 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: 48,361 shares; 2024Q4: 46,605 shares; 2025Q1: 45,698 shares; 2025Q2: 45,918 shares; 2025Q3: 47,966 shares; 2025Q4: 48,360 shares 48,360 $10.2M 0.19% +394 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: 20,960 shares; 2024Q4: 27,689 shares; 2025Q1: 26,607 shares; 2025Q2: 26,396 shares; 2025Q3: 32,021 shares; 2025Q4: 32,323 shares 32,323 $9.96M 0.18% +302 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: 39,371 shares; 2024Q4: 44,392 shares; 2025Q1: 52,723 shares; 2025Q2: 53,005 shares; 2025Q3: 51,205 shares; 2025Q4: 40,642 shares 40,642 $9.8M 0.18% -10,563 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: 130,048 shares; 2024Q4: 141,725 shares; 2025Q1: 142,415 shares; 2025Q2: 141,661 shares; 2025Q3: 130,090 shares; 2025Q4: 65,575 shares 65,575 $9.4M 0.17% -64,515 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: 26,280 shares; 2024Q4: 34,656 shares; 2025Q1: 29,298 shares; 2025Q2: 29,443 shares; 2025Q3: 48,243 shares; 2025Q4: 50,872 shares 50,872 $9.03M 0.17% +2,629 Timeline ASND ASCENDIS PHARMA A/S More: the full row for ASCENDIS PHARMA A/S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,924 shares; 2024Q4: 45,038 shares; 2025Q1: 46,548 shares; 2025Q2: 45,418 shares; 2025Q3: 45,681 shares; 2025Q4: 42,251 shares 42,251 $9.01M 0.17% -3,430 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: 58,474 shares; 2024Q4: 31,313 shares; 2025Q1: 96,806 shares; 2025Q2: 82,885 shares; 2025Q3: 55,930 shares; 2025Q4: 55,381 shares 55,381 $8.88M 0.16% -549 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: 89,231 shares; 2024Q4: 89,601 shares; 2025Q1: 83,785 shares; 2025Q2: 83,695 shares; 2025Q3: 76,095 shares; 2025Q4: 75,302 shares 75,302 $8.79M 0.16% -793 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: 39,340 shares; 2024Q4: 47,804 shares; 2025Q1: 46,034 shares; 2025Q2: 40,737 shares; 2025Q3: 30,416 shares; 2025Q4: 25,235 shares 25,235 $8.68M 0.16% -5,181 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: 36,714 shares; 2024Q4: 31,140 shares; 2025Q1: 40,935 shares; 2025Q2: 40,964 shares; 2025Q3: 46,429 shares; 2025Q4: 46,335 shares 46,335 $8.5M 0.16% -94 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: 50,282 shares; 2024Q4: 60,192 shares; 2025Q1: 63,078 shares; 2025Q2: 64,431 shares; 2025Q3: 62,424 shares; 2025Q4: 49,635 shares 49,635 $8.49M 0.16% -12,789 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: 21,505 shares; 2024Q4: 23,895 shares; 2025Q1: 20,122 shares; 2025Q2: 20,560 shares; 2025Q3: 25,442 shares; 2025Q4: 54,594 shares 54,594 $8.39M 0.15% +29,152 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: 179,678 shares; 2024Q4: 179,136 shares; 2025Q1: 172,913 shares; 2025Q2: 171,445 shares; 2025Q3: 167,444 shares; 2025Q4: 166,939 shares 166,939 $8.22M 0.15% -505 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: 208,262 shares; 2024Q4: 223,567 shares; 2025Q1: 246,671 shares; 2025Q2: 251,700 shares; 2025Q3: 243,674 shares; 2025Q4: 272,399 shares 272,399 $8.14M 0.15% +28,725 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,146 shares; 2024Q4: 1,353 shares; 2025Q1: 1,358 shares; 2025Q2: 1,342 shares; 2025Q3: 1,364 shares; 2025Q4: 1,512 shares 1,512 $8.1M 0.15% +148 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: 92,446 shares; 2024Q4: 93,660 shares; 2025Q1: 96,624 shares; 2025Q2: 84,530 shares; 2025Q3: 74,633 shares; 2025Q4: 92,365 shares 92,365 $8.04M 0.15% +17,732 Timeline QLTY GMO ETF TRUST More: the full row for GMO ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 132,703 shares; 2024Q4: 130,747 shares; 2025Q1: 152,699 shares; 2025Q2: 203,944 shares; 2025Q3: 203,703 shares; 2025Q4: 207,388 shares 207,388 $7.98M 0.15% +3,685 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: 42,935 shares; 2024Q4: 49,356 shares; 2025Q1: 36,761 shares; 2025Q2: 31,884 shares; 2025Q3: 15,480 shares; 2025Q4: 16,885 shares 16,885 $7.88M 0.15% +1,405 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: 28,021 shares; 2024Q4: 27,714 shares; 2025Q1: 26,810 shares; 2025Q2: 39,031 shares; 2025Q3: 35,753 shares; 2025Q4: 30,418 shares 30,418 $7.82M 0.14% -5,335 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,195 shares; 2024Q4: 42,385 shares; 2025Q1: 43,970 shares; 2025Q2: 43,318 shares; 2025Q3: 48,977 shares; 2025Q4: 96,394 shares 96,394 $7.78M 0.14% +47,417 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: 21,559 shares; 2024Q4: 20,865 shares; 2025Q1: 22,891 shares; 2025Q2: 25,991 shares; 2025Q3: 43,650 shares; 2025Q4: 43,051 shares 43,051 $7.65M 0.14% -599 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: 92,501 shares; 2024Q4: 91,162 shares; 2025Q1: 86,409 shares; 2025Q2: 84,697 shares; 2025Q3: 80,380 shares; 2025Q4: 78,427 shares 78,427 $7.55M 0.14% -1,953 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,040 shares; 2024Q4: 36,311 shares; 2025Q1: 27,110 shares; 2025Q2: 27,398 shares; 2025Q3: 34,779 shares; 2025Q4: 38,035 shares 38,035 $7.41M 0.14% +3,256 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: 81,235 shares; 2024Q4: 83,360 shares; 2025Q1: 79,696 shares; 2025Q2: 85,111 shares; 2025Q3: 96,003 shares; 2025Q4: 93,116 shares 93,116 $7.36M 0.14% -2,887 Timeline MGC 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: 33,867 shares; 2024Q4: 33,867 shares; 2025Q1: 28,892 shares; 2025Q2: 28,892 shares; 2025Q3: 28,892 shares; 2025Q4: 28,892 shares 28,892 $7.26M 0.13% 0 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,732 shares; 2024Q4: 38,668 shares; 2025Q1: 39,791 shares; 2025Q2: 33,719 shares; 2025Q3: 44,006 shares; 2025Q4: 47,091 shares 47,091 $7.18M 0.13% +3,085 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,610 shares; 2024Q4: 7,585 shares; 2025Q1: 7,536 shares; 2025Q2: 8,929 shares; 2025Q3: 9,902 shares; 2025Q4: 14,125 shares 14,125 $6.93M 0.13% +4,223 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: 14,581 shares; 2024Q4: 14,604 shares; 2025Q1: 14,767 shares; 2025Q2: 8,546 shares; 2025Q3: 12,445 shares; 2025Q4: 19,704 shares 19,704 $6.93M 0.13% +7,259 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: 10,009 shares; 2024Q4: 8,653 shares; 2025Q1: 8,494 shares; 2025Q2: 8,023 shares; 2025Q3: 8,104 shares; 2025Q4: 45,203 shares 45,203 $6.92M 0.13% +37,099 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: 9,311 shares; 2024Q4: 15,079 shares; 2025Q1: 13,550 shares; 2025Q2: 14,734 shares; 2025Q3: 14,005 shares; 2025Q4: 10,464 shares 10,464 $6.84M 0.13% -3,541 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,562 shares; 2024Q4: 9,562 shares; 2025Q1: 9,562 shares; 2025Q2: 17,927 shares; 2025Q3: 25,320 shares; 2025Q4: 18,252 shares 18,252 $6.82M 0.13% -7,068 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: 60,334 shares; 2024Q4: 46,155 shares; 2025Q1: 55,658 shares; 2025Q2: 64,763 shares; 2025Q3: 101,051 shares; 2025Q4: 126,336 shares 126,336 $6.81M 0.13% +25,285 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: 10,635 shares; 2024Q4: 6,257 shares; 2025Q1: 7,343 shares; 2025Q2: 10,753 shares; 2025Q3: 10,415 shares; 2025Q4: 72,283 shares 72,283 $6.78M 0.12% +61,868 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,615 shares; 2024Q4: 14,816 shares; 2025Q1: 21,176 shares; 2025Q2: 24,819 shares; 2025Q3: 27,779 shares; 2025Q4: 31,678 shares 31,678 $6.76M 0.12% +3,899 Timeline TORTOISE COMMINGLED MLP FUN… TORTOISE COMMINGLED MLP FUND, LLC More: the full row for TORTOISE COMMINGLED MLP FUND, LLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,267,308 shares; 2024Q4: 7,321,406 shares; 2025Q1: 7,319,681 shares; 2025Q2: 6,584,879 shares; 2025Q3: 6,767,702 shares; 2025Q4: 6,701,802 shares 6,701,802 $6.7M 0.12% -65,900 NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,222 shares; 2024Q4: 46,292 shares; 2025Q1: 54,533 shares; 2025Q2: 54,711 shares; 2025Q3: 60,409 shares; 2025Q4: 61,557 shares 61,557 $6.59M 0.12% +1,148 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: 22,202 shares; 2024Q4: 4,837 shares; 2025Q1: 5,100 shares; 2025Q2: 8,222 shares; 2025Q3: 21,078 shares; 2025Q4: 23,029 shares 23,029 $6.57M 0.12% +1,951 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: 51,885 shares; 2024Q4: 77,253 shares; 2025Q1: 104,965 shares; 2025Q2: 104,438 shares; 2025Q3: 98,373 shares; 2025Q4: 84,366 shares 84,366 $6.5M 0.12% -14,007 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: 15,902 shares; 2024Q4: 17,722 shares; 2025Q1: 20,652 shares; 2025Q2: 21,707 shares; 2025Q3: 21,167 shares; 2025Q4: 21,375 shares 21,375 $6.33M 0.12% +208 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: 69,453 shares; 2024Q4: 69,648 shares; 2025Q1: 66,133 shares; 2025Q2: 45,672 shares; 2025Q3: 49,270 shares; 2025Q4: 61,038 shares 61,038 $6.16M 0.11% +11,768 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,582 shares; 2025Q1: 1,628 shares; 2025Q2: 1,536 shares; 2025Q3: 42,238 shares; 2025Q4: 42,509 shares 42,509 $6.15M 0.11% +271 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: 40,433 shares; 2024Q4: 40,530 shares; 2025Q1: 46,141 shares; 2025Q2: 46,269 shares; 2025Q3: 54,982 shares; 2025Q4: 59,804 shares 59,804 $6.13M 0.11% +4,822 Timeline GEN GEN DIGITAL INC More: the full row for GEN DIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 206,282 shares; 2024Q4: 206,495 shares; 2025Q1: 206,432 shares; 2025Q2: 194,361 shares; 2025Q3: 217,396 shares; 2025Q4: 222,157 shares 222,157 $6.04M 0.11% +4,761 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: 5,363 shares; 2024Q4: 6,912 shares; 2025Q1: 7,276 shares; 2025Q2: 7,184 shares; 2025Q3: 10,242 shares; 2025Q4: 9,068 shares 9,068 $6.01M 0.11% -1,174 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: 3,741 shares; 2025Q1: 23,354 shares; 2025Q2: 23,750 shares; 2025Q3: 31,922 shares; 2025Q4: 34,912 shares 34,912 $5.98M 0.11% +2,990 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: 24,278 shares; 2024Q4: 21,816 shares; 2025Q1: 22,571 shares; 2025Q2: 22,175 shares; 2025Q3: 29,490 shares; 2025Q4: 31,060 shares 31,060 $5.95M 0.11% +1,570 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: 7,486 shares; 2024Q4: 7,627 shares; 2025Q1: 10,542 shares; 2025Q2: 7,694 shares; 2025Q3: 7,830 shares; 2025Q4: 10,234 shares 10,234 $5.86M 0.11% +2,404 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: 10,190 shares; 2024Q4: 12,784 shares; 2025Q1: 9,606 shares; 2025Q2: 9,219 shares; 2025Q3: 9,696 shares; 2025Q4: 10,095 shares 10,095 $5.85M 0.11% +399 Timeline TQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 55,000 shares; 2025Q4: 110,000 shares 110,000 $5.8M 0.11% +55,000 Timeline UPRO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 50,000 shares; 2025Q4: 50,000 shares 50,000 $5.79M 0.11% 0 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: 33,436 shares; 2024Q4: 34,455 shares; 2025Q1: 34,838 shares; 2025Q2: 34,807 shares; 2025Q3: 43,229 shares; 2025Q4: 46,870 shares 46,870 $5.75M 0.11% +3,641 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,067 shares; 2024Q4: 10,558 shares; 2025Q1: 12,492 shares; 2025Q2: 10,418 shares; 2025Q3: 9,189 shares; 2025Q4: 9,852 shares 9,852 $5.6M 0.1% +663 Timeline DOX AMDOCS LTD More: the full row for AMDOCS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,606 shares; 2024Q4: 60,339 shares; 2025Q1: 60,836 shares; 2025Q2: 57,546 shares; 2025Q3: 63,660 shares; 2025Q4: 69,260 shares 69,260 $5.58M 0.1% +5,600 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: 68,402 shares; 2024Q4: 69,663 shares; 2025Q1: 77,039 shares; 2025Q2: 181,139 shares; 2025Q3: 84,335 shares; 2025Q4: 87,973 shares 87,973 $5.5M 0.1% +3,638 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: 6,755 shares; 2024Q4: 6,755 shares; 2025Q1: 10,009 shares; 2025Q2: 12,117 shares; 2025Q3: 42,580 shares; 2025Q4: 44,584 shares 44,584 $5.5M 0.1% +2,004 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,942 shares; 2024Q4: 1,455 shares; 2025Q1: 1,564 shares; 2025Q2: 1,821 shares; 2025Q3: 1,327 shares; 2025Q4: 5,062 shares 5,062 $5.42M 0.1% +3,735 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,652 shares; 2025Q2: 22,297 shares; 2025Q3: 24,355 shares; 2025Q4: 26,385 shares 26,385 $5.41M 0.1% +2,030 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,175 shares; 2024Q4: 2,045 shares; 2025Q1: 17,719 shares; 2025Q2: 18,698 shares; 2025Q3: 26,558 shares; 2025Q4: 24,874 shares 24,874 $5.28M 0.1% -1,684 Timeline PNFP PINNACLE FINANCIAL PARTNERS More: the full row for PINNACLE FINANCIAL PARTNERS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,324 shares; 2024Q4: 54,825 shares; 2025Q1: 54,596 shares; 2025Q2: 54,520 shares; 2025Q3: 54,212 shares; 2025Q4: 54,349 shares 54,349 $5.19M 0.1% +137 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,070 shares; 2025Q1: 5,511 shares; 2025Q2: 5,485 shares; 2025Q3: 5,277 shares; 2025Q4: 5,409 shares 5,409 $5.05M 0.09% +132 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,236 shares; 2024Q4: 35,261 shares; 2025Q1: 35,219 shares; 2025Q2: 35,245 shares; 2025Q3: 35,398 shares; 2025Q4: 35,413 shares 35,413 $5.01M 0.09% +15 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: 169,227 shares; 2024Q4: 170,419 shares; 2025Q1: 192,883 shares; 2025Q2: 173,893 shares; 2025Q3: 182,841 shares; 2025Q4: 197,909 shares 197,909 $4.92M 0.09% +15,068 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: 14,598 shares; 2024Q4: 13,734 shares; 2025Q1: 7,416 shares; 2025Q2: 22,361 shares; 2025Q3: 22,229 shares; 2025Q4: 22,822 shares 22,822 $4.89M 0.09% +593 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,115 shares; 2024Q4: 36,467 shares; 2025Q1: 37,858 shares; 2025Q2: 42,919 shares; 2025Q3: 34,515 shares; 2025Q4: 34,592 shares 34,592 $4.88M 0.09% +77 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: 8,463 shares; 2024Q4: 7,015 shares; 2025Q1: 6,080 shares; 2025Q2: 5,540 shares; 2025Q3: 5,603 shares; 2025Q4: 5,935 shares 5,935 $4.87M 0.09% +332 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: 14,991 shares; 2024Q4: 17,991 shares; 2025Q1: 16,797 shares; 2025Q2: 7,486 shares; 2025Q3: 12,686 shares; 2025Q4: 13,186 shares 13,186 $4.65M 0.09% +500 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: 12,193 shares; 2024Q4: 15,899 shares; 2025Q1: 21,356 shares; 2025Q2: 27,786 shares; 2025Q3: 19,540 shares; 2025Q4: 16,895 shares 16,895 $4.48M 0.08% -2,645 Timeline FTAI FTAI AVIATION LTD More: the full row for FTAI AVIATION LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,080 shares; 2024Q4: 23,463 shares; 2025Q1: 5,294 shares; 2025Q2: not reported; 2025Q3: 17,057 shares; 2025Q4: 22,473 shares 22,473 $4.42M 0.08% +5,416 Timeline LSV EMERGING MARKETS SMALL LSV EMERGING MARKETS SMALL More: the full row for LSV EMERGING MARKETS SMALL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,642,378 shares; 2024Q4: 5,676,800 shares; 2025Q1: 3,595,277 shares; 2025Q2: 4,013,822 shares; 2025Q3: 4,269,717 shares; 2025Q4: 4,415,551 shares 4,415,551 $4.42M 0.08% +145,834 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: 7,526 shares; 2024Q4: not reported; 2025Q1: 9,644 shares; 2025Q2: 9,998 shares; 2025Q3: 29,456 shares; 2025Q4: 87,145 shares 87,145 $4.27M 0.08% +57,689 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: 25,555 shares; 2024Q4: 25,669 shares; 2025Q1: 24,730 shares; 2025Q2: 24,206 shares; 2025Q3: 23,076 shares; 2025Q4: 23,002 shares 23,002 $4.27M 0.08% -74 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: 16,336 shares; 2024Q4: 18,092 shares; 2025Q1: 21,708 shares; 2025Q2: 21,796 shares; 2025Q3: 21,766 shares; 2025Q4: 22,206 shares 22,206 $4.18M 0.08% +440 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: 12,858 shares; 2024Q4: 9,916 shares; 2025Q1: 11,531 shares; 2025Q2: 11,486 shares; 2025Q3: 7,295 shares; 2025Q4: 8,132 shares 8,132 $4.15M 0.08% +837 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: 4,750 shares; 2024Q4: 4,011 shares; 2025Q1: 3,143 shares; 2025Q2: 9,294 shares; 2025Q3: 18,982 shares; 2025Q4: 23,625 shares 23,625 $4.15M 0.08% +4,643 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: 25,212 shares; 2024Q4: 31,569 shares; 2025Q1: 31,142 shares; 2025Q2: 30,425 shares; 2025Q3: 29,703 shares; 2025Q4: 31,131 shares 31,131 $4.13M 0.08% +1,428 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: 50,231 shares; 2024Q4: 50,208 shares; 2025Q1: 42,199 shares; 2025Q2: 36,829 shares; 2025Q3: 36,819 shares; 2025Q4: 35,487 shares 35,487 $4.12M 0.08% -1,332 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,835 shares; 2024Q4: 32,348 shares; 2025Q1: 31,624 shares; 2025Q2: 28,471 shares; 2025Q3: 26,675 shares; 2025Q4: 27,366 shares 27,366 $4.11M 0.08% +691 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: 10,901 shares; 2024Q4: 12,148 shares; 2025Q1: 12,658 shares; 2025Q2: 12,782 shares; 2025Q3: 12,571 shares; 2025Q4: 14,138 shares 14,138 $4.1M 0.08% +1,567 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: 4,270 shares; 2025Q1: 4,403 shares; 2025Q2: 4,412 shares; 2025Q3: 4,816 shares; 2025Q4: 3,794 shares 3,794 $4.06M 0.07% -1,022 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: 4,157 shares; 2024Q4: 27,635 shares; 2025Q1: 4,249 shares; 2025Q2: 4,205 shares; 2025Q3: 15,161 shares; 2025Q4: 31,750 shares 31,750 $4.05M 0.07% +16,589 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: 44,179 shares; 2024Q4: 44,317 shares; 2025Q1: 34,227 shares; 2025Q2: 39,221 shares; 2025Q3: 46,017 shares; 2025Q4: 40,411 shares 40,411 $4.01M 0.07% -5,606 Timeline TEAM ATLASSIAN CORPORATION More: the full row for ATLASSIAN CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,082 shares; 2024Q4: 14,881 shares; 2025Q1: 20,925 shares; 2025Q2: 17,546 shares; 2025Q3: 7,108 shares; 2025Q4: 24,506 shares 24,506 $3.97M 0.07% +17,398 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: 12,551 shares; 2024Q4: 12,644 shares; 2025Q1: 9,660 shares; 2025Q2: 9,457 shares; 2025Q3: 18,085 shares; 2025Q4: 15,332 shares 15,332 $3.94M 0.07% -2,753 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: 6,446 shares; 2024Q4: 8,222 shares; 2025Q1: 9,612 shares; 2025Q2: 9,636 shares; 2025Q3: 11,207 shares; 2025Q4: 11,023 shares 11,023 $3.86M 0.07% -184 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: 113,505 shares; 2024Q4: 104,818 shares; 2025Q1: 106,802 shares; 2025Q2: 111,776 shares; 2025Q3: 132,931 shares; 2025Q4: 153,067 shares 153,067 $3.81M 0.07% +20,136 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: 29,383 shares; 2024Q4: 29,639 shares; 2025Q1: 28,074 shares; 2025Q2: 29,177 shares; 2025Q3: 21,421 shares; 2025Q4: 19,869 shares 19,869 $3.79M 0.07% -1,552 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: 9,750 shares; 2024Q4: 12,396 shares; 2025Q1: 4,868 shares; 2025Q2: 4,238 shares; 2025Q3: 28,088 shares; 2025Q4: 28,821 shares 28,821 $3.72M 0.07% +733 Timeline CCEP COCA-COLA EUROPACIFIC PARTNE More: the full row for COCA-COLA EUROPACIFIC PARTNE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,914 shares; 2024Q4: 25,616 shares; 2025Q1: 53,163 shares; 2025Q2: 40,241 shares; 2025Q3: 32,005 shares; 2025Q4: 40,410 shares 40,410 $3.67M 0.07% +8,405 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,920 shares; 2024Q4: 63,101 shares; 2025Q1: 63,082 shares; 2025Q2: 57,163 shares; 2025Q3: 59,102 shares; 2025Q4: 57,354 shares 57,354 $3.64M 0.07% -1,748 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: 30,802 shares; 2024Q4: 32,454 shares; 2025Q1: 37,440 shares; 2025Q2: 36,283 shares; 2025Q3: 31,965 shares; 2025Q4: 45,231 shares 45,231 $3.63M 0.07% +13,266 Timeline ALLY ALLY FINL INC More: the full row for ALLY FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,529 shares; 2024Q4: 8,747 shares; 2025Q1: not reported; 2025Q2: 23,151 shares; 2025Q3: 74,482 shares; 2025Q4: 79,936 shares 79,936 $3.62M 0.07% +5,454 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: 6,760 shares; 2024Q4: 6,674 shares; 2025Q1: 6,706 shares; 2025Q2: 6,712 shares; 2025Q3: 5,728 shares; 2025Q4: 5,730 shares 5,730 $3.57M 0.07% +2 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: 5,004 shares; 2024Q4: 4,945 shares; 2025Q1: 6,074 shares; 2025Q2: 6,067 shares; 2025Q3: 6,971 shares; 2025Q4: 6,947 shares 6,947 $3.55M 0.07% -24 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: 28,332 shares; 2024Q4: 23,296 shares; 2025Q1: 16,269 shares; 2025Q2: 16,184 shares; 2025Q3: 13,220 shares; 2025Q4: 22,064 shares 22,064 $3.53M 0.07% +8,844 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: 31,375 shares; 2024Q4: 30,580 shares; 2025Q1: 27,525 shares; 2025Q2: 37,414 shares; 2025Q3: 29,296 shares; 2025Q4: 29,375 shares 29,375 $3.53M 0.06% +79 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 54,038 shares; 2025Q1: 82,265 shares; 2025Q2: 90,897 shares; 2025Q3: 97,338 shares; 2025Q4: 115,545 shares 115,545 $3.53M 0.06% +18,207 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,788 shares; 2024Q4: 17,008 shares; 2025Q1: 18,567 shares; 2025Q2: 19,406 shares; 2025Q3: 21,408 shares; 2025Q4: 21,751 shares 21,751 $3.52M 0.06% +343 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,224 shares; 2024Q4: 3,209 shares; 2025Q1: 3,530 shares; 2025Q2: 3,779 shares; 2025Q3: 3,830 shares; 2025Q4: 3,479 shares 3,479 $3.51M 0.06% -351 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: 4,358 shares; 2024Q4: 4,383 shares; 2025Q1: 5,401 shares; 2025Q2: 3,094 shares; 2025Q3: 3,165 shares; 2025Q4: 6,181 shares 6,181 $3.5M 0.06% +3,016 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: 31,451 shares; 2024Q4: 33,720 shares; 2025Q1: 35,896 shares; 2025Q2: 101,658 shares; 2025Q3: 61,049 shares; 2025Q4: 65,093 shares 65,093 $3.5M 0.06% +4,044 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: 15,458 shares; 2024Q4: 13,092 shares; 2025Q1: 13,125 shares; 2025Q2: 13,264 shares; 2025Q3: 11,908 shares; 2025Q4: 11,907 shares 11,907 $3.45M 0.06% -1 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: 978 shares; 2024Q4: 1,017 shares; 2025Q1: 1,038 shares; 2025Q2: 720 shares; 2025Q3: 754 shares; 2025Q4: 3,853 shares 3,853 $3.39M 0.06% +3,099 Timeline FLS FLOWSERVE CORP More: the full row for FLOWSERVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,337 shares; 2024Q4: 45,714 shares; 2025Q1: 45,650 shares; 2025Q2: 45,679 shares; 2025Q3: 39,333 shares; 2025Q4: 48,338 shares 48,338 $3.35M 0.06% +9,005 Timeline SPXC SPX TECHNOLOGIES INC More: the full row for SPX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,834 shares; 2024Q4: 7,868 shares; 2025Q1: 14,467 shares; 2025Q2: 15,487 shares; 2025Q3: 15,585 shares; 2025Q4: 16,660 shares 16,660 $3.33M 0.06% +1,075 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: 15,819 shares; 2024Q4: 15,817 shares; 2025Q1: 11,617 shares; 2025Q2: 11,092 shares; 2025Q3: 10,644 shares; 2025Q4: 10,651 shares 10,651 $3.3M 0.06% +7 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: 44,859 shares; 2024Q4: 30,573 shares; 2025Q1: 15,215 shares; 2025Q2: 22,951 shares; 2025Q3: 42,029 shares; 2025Q4: 40,498 shares 40,498 $3.29M 0.06% -1,531 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: 24,335 shares; 2024Q4: 34,468 shares; 2025Q1: 34,587 shares; 2025Q2: 26,779 shares; 2025Q3: 22,089 shares; 2025Q4: 35,285 shares 35,285 $3.29M 0.06% +13,196 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: 2,163 shares; 2024Q4: 2,221 shares; 2025Q1: 4,322 shares; 2025Q2: 7,323 shares; 2025Q3: 9,632 shares; 2025Q4: 9,732 shares 9,732 $3.28M 0.06% +100 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: 10,607 shares; 2024Q4: 18,153 shares; 2025Q1: 12,461 shares; 2025Q2: 11,201 shares; 2025Q3: 12,018 shares; 2025Q4: 12,087 shares 12,087 $3.24M 0.06% +69 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: 14,463 shares; 2024Q4: 15,748 shares; 2025Q1: 16,947 shares; 2025Q2: 16,489 shares; 2025Q3: 16,627 shares; 2025Q4: 16,575 shares 16,575 $3.23M 0.06% -52 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: 82,346 shares; 2024Q4: 83,791 shares; 2025Q1: 118,312 shares; 2025Q2: 108,571 shares; 2025Q3: 98,090 shares; 2025Q4: 86,294 shares 86,294 $3.18M 0.06% -11,796 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,649 shares; 2024Q4: 23,074 shares; 2025Q1: 29,810 shares; 2025Q2: 34,264 shares; 2025Q3: 34,487 shares; 2025Q4: 36,967 shares 36,967 $3.15M 0.06% +2,480 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: 8,503 shares; 2024Q4: 9,009 shares; 2025Q1: 8,468 shares; 2025Q2: 8,609 shares; 2025Q3: 6,302 shares; 2025Q4: 6,500 shares 6,500 $3.14M 0.06% +198 Timeline CPB THE CAMPBELLS COMPANY More: the full row for THE CAMPBELLS COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,845 shares; 2024Q4: 87,586 shares; 2025Q1: 98,482 shares; 2025Q2: 98,615 shares; 2025Q3: 110,507 shares; 2025Q4: 112,397 shares 112,397 $3.13M 0.06% +1,890 Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,572 shares; 2024Q4: 53,920 shares; 2025Q1: 98,914 shares; 2025Q2: 89,050 shares; 2025Q3: 122,450 shares; 2025Q4: 122,957 shares 122,957 $3.13M 0.06% +507 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: 26,172 shares; 2024Q4: 26,047 shares; 2025Q1: 19,261 shares; 2025Q2: 19,028 shares; 2025Q3: 19,323 shares; 2025Q4: 19,197 shares 19,197 $3.13M 0.06% -126 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,785 shares; 2024Q4: 4,906 shares; 2025Q1: 5,589 shares; 2025Q2: 5,732 shares; 2025Q3: 15,155 shares; 2025Q4: 13,977 shares 13,977 $3.07M 0.06% -1,178 Timeline RHHBY ROCHE HOLDINGS LTD-SPONS ADR More: the full row for ROCHE HOLDINGS LTD-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,742 shares; 2024Q4: 60,453 shares; 2025Q1: 58,503 shares; 2025Q2: 57,571 shares; 2025Q3: 57,881 shares; 2025Q4: 58,927 shares 58,927 $3.05M 0.06% +1,046 Timeline INFY INFOSYS LTD More: the full row for INFOSYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21,832 shares; 2025Q1: 66,560 shares; 2025Q2: 69,031 shares; 2025Q3: 132,895 shares; 2025Q4: 170,472 shares 170,472 $3.04M 0.06% +37,577 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: 8,078 shares; 2024Q4: 8,433 shares; 2025Q1: 9,293 shares; 2025Q2: 9,172 shares; 2025Q3: 9,612 shares; 2025Q4: 9,907 shares 9,907 $3.03M 0.06% +295 Timeline BBIO BRIDGEBIO PHARMA INC More: the full row for BRIDGEBIO PHARMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,772 shares; 2024Q4: 27,827 shares; 2025Q1: 34,866 shares; 2025Q2: 38,605 shares; 2025Q3: 40,586 shares; 2025Q4: 39,201 shares 39,201 $3M 0.06% -1,385 Timeline RBA RB GLOBAL INC More: the full row for RB GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,395 shares; 2024Q4: 63,119 shares; 2025Q1: 60,047 shares; 2025Q2: 22,080 shares; 2025Q3: 44,890 shares; 2025Q4: 29,104 shares 29,104 $2.99M 0.06% -15,786 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: 11,411 shares; 2024Q4: 11,490 shares; 2025Q1: 11,429 shares; 2025Q2: 13,395 shares; 2025Q3: 7,318 shares; 2025Q4: 6,100 shares 6,100 $2.98M 0.05% -1,218 Timeline ERIC TELEFONAKTIEBOLAGET LM ERICS More: the full row for TELEFONAKTIEBOLAGET LM ERICS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 203,849 shares; 2024Q4: 343,965 shares; 2025Q1: 343,965 shares; 2025Q2: 338,477 shares; 2025Q3: 387,840 shares; 2025Q4: 308,208 shares 308,208 $2.97M 0.05% -79,632 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: 27,880 shares; 2025Q1: 18,881 shares; 2025Q2: 18,651 shares; 2025Q3: 21,030 shares; 2025Q4: 22,696 shares 22,696 $2.97M 0.05% +1,666 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: 5,019 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27,786 shares; 2025Q3: 28,528 shares; 2025Q4: 29,031 shares 29,031 $2.9M 0.05% +503 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: 20,312 shares; 2024Q4: 7,701 shares; 2025Q1: 8,578 shares; 2025Q2: 8,347 shares; 2025Q3: 7,822 shares; 2025Q4: 9,968 shares 9,968 $2.88M 0.05% +2,146 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: 16,211 shares; 2024Q4: 16,465 shares; 2025Q1: 16,477 shares; 2025Q2: 19,340 shares; 2025Q3: 19,352 shares; 2025Q4: 19,883 shares 19,883 $2.85M 0.05% +531 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 451 shares; 2024Q4: not reported; 2025Q1: 1,508 shares; 2025Q2: 2,358 shares; 2025Q3: 1,298 shares; 2025Q4: 4,199 shares 4,199 $2.84M 0.05% +2,901 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 948 shares; 2024Q4: 916 shares; 2025Q1: 922 shares; 2025Q2: 940 shares; 2025Q3: 5,473 shares; 2025Q4: 6,717 shares 6,717 $2.83M 0.05% +1,244 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,866 shares; 2024Q4: 12,903 shares; 2025Q1: 11,318 shares; 2025Q2: 8,818 shares; 2025Q3: 10,145 shares; 2025Q4: 12,595 shares 12,595 $2.81M 0.05% +2,450 Timeline AU ANGLOGOLD ASHANTI PLC More: the full row for ANGLOGOLD ASHANTI 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: 8,033 shares; 2025Q3: 16,444 shares; 2025Q4: 32,809 shares 32,809 $2.8M 0.05% +16,365 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27,164 shares; 2025Q3: 25,997 shares; 2025Q4: 25,997 shares 25,997 $2.77M 0.05% 0 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,275 shares; 2024Q4: 4,882 shares; 2025Q1: 4,429 shares; 2025Q2: 4,398 shares; 2025Q3: 4,614 shares; 2025Q4: 4,594 shares 4,594 $2.77M 0.05% -20 Timeline SEIC SEI INVTS CO More: the full row for SEI INVTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,020 shares; 2024Q4: 36,054 shares; 2025Q1: 36,009 shares; 2025Q2: 36,035 shares; 2025Q3: 33,209 shares; 2025Q4: 33,709 shares 33,709 $2.76M 0.05% +500 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: 12,102 shares; 2024Q4: 13,055 shares; 2025Q1: 12,795 shares; 2025Q2: 12,259 shares; 2025Q3: 10,207 shares; 2025Q4: 10,635 shares 10,635 $2.74M 0.05% +428 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,950 shares; 2024Q4: 9,414 shares; 2025Q1: 9,423 shares; 2025Q2: 9,504 shares; 2025Q3: 30,650 shares; 2025Q4: 32,220 shares 32,220 $2.74M 0.05% +1,570 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,371 shares; 2024Q4: 1,537 shares; 2025Q1: 1,692 shares; 2025Q2: 1,704 shares; 2025Q3: 15,653 shares; 2025Q4: 12,836 shares 12,836 $2.72M 0.05% -2,817 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: 15,110 shares; 2024Q4: 15,667 shares; 2025Q1: 6,318 shares; 2025Q2: 16,926 shares; 2025Q3: 23,507 shares; 2025Q4: 33,270 shares 33,270 $2.72M 0.05% +9,763 Timeline PLGO PELAGOS INS CAP LTD More: the full row for PELAGOS INS CAP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 136,033 shares; 2024Q4: 135,900 shares; 2025Q1: 135,900 shares; 2025Q2: 137,441 shares; 2025Q3: 135,900 shares; 2025Q4: 138,900 shares 138,900 $2.72M 0.05% +3,000 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,020 shares; 2024Q4: 8,011 shares; 2025Q1: 6,356 shares; 2025Q2: 6,331 shares; 2025Q3: 3,287 shares; 2025Q4: 7,060 shares 7,060 $2.71M 0.05% +3,773 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,207 shares; 2024Q4: 2,330 shares; 2025Q1: 2,874 shares; 2025Q2: 3,889 shares; 2025Q3: 3,847 shares; 2025Q4: 3,459 shares 3,459 $2.67M 0.05% -388 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: 18,983 shares; 2024Q4: 11,844 shares; 2025Q1: 12,402 shares; 2025Q2: 11,765 shares; 2025Q3: 11,614 shares; 2025Q4: 11,538 shares 11,538 $2.67M 0.05% -76 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,869 shares; 2025Q4: 14,327 shares 14,327 $2.64M 0.05% -7,542 Timeline HDB HDFC BANK LTD More: the full row for HDFC BANK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,221 shares; 2025Q1: 3,219 shares; 2025Q2: 22,329 shares; 2025Q3: 47,422 shares; 2025Q4: 71,565 shares 71,565 $2.61M 0.05% +24,143 Timeline NTNX NUTANIX INC More: the full row for NUTANIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,020 shares; 2024Q4: 35,076 shares; 2025Q1: 31,312 shares; 2025Q2: 28,399 shares; 2025Q3: 38,704 shares; 2025Q4: 50,541 shares 50,541 $2.61M 0.05% +11,837 Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,954 shares; 2024Q4: 37,894 shares; 2025Q1: 35,033 shares; 2025Q2: 24,792 shares; 2025Q3: 17,856 shares; 2025Q4: 18,151 shares 18,151 $2.61M 0.05% +295 Timeline RMBS RAMBUS INC DEL More: the full row for RAMBUS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,049 shares; 2024Q4: 30,041 shares; 2025Q1: 30,592 shares; 2025Q2: 30,942 shares; 2025Q3: 29,622 shares; 2025Q4: 28,355 shares 28,355 $2.61M 0.05% -1,267 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,098 shares; 2024Q4: 9,892 shares; 2025Q1: 10,294 shares; 2025Q2: 10,102 shares; 2025Q3: 10,761 shares; 2025Q4: 55,303 shares 55,303 $2.59M 0.05% +44,542 Timeline CARE CARTER BANKSHARES INC More: the full row for CARTER BANKSHARES 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: 134,098 shares; 2025Q3: 134,098 shares; 2025Q4: 131,388 shares 131,388 $2.58M 0.05% -2,710 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,893 shares; 2024Q4: 26,893 shares; 2025Q1: 21,606 shares; 2025Q2: 18,391 shares; 2025Q3: 18,301 shares; 2025Q4: 17,301 shares 17,301 $2.58M 0.05% -1,000 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,431 shares; 2024Q4: 27,313 shares; 2025Q1: 28,725 shares; 2025Q2: 28,982 shares; 2025Q3: 28,822 shares; 2025Q4: 26,822 shares 26,822 $2.55M 0.05% -2,000 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: 13,078 shares; 2024Q4: 6,545 shares; 2025Q1: 6,678 shares; 2025Q2: 6,565 shares; 2025Q3: 11,256 shares; 2025Q4: 15,675 shares 15,675 $2.55M 0.05% +4,419 Timeline CFLT CONFLUENT INC-CLASS A More: the full row for CONFLUENT INC-CLASS A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,503 shares; 2024Q4: 73,529 shares; 2025Q1: 79,173 shares; 2025Q2: 99,235 shares; 2025Q3: 110,369 shares; 2025Q4: 84,035 shares 84,035 $2.54M 0.05% -26,334 Timeline CG CARLYLE GROUP INC More: the full row for CARLYLE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,578 shares; 2024Q4: 40,564 shares; 2025Q1: 40,336 shares; 2025Q2: 37,346 shares; 2025Q3: 41,626 shares; 2025Q4: 42,466 shares 42,466 $2.51M 0.05% +840 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,446 shares; 2024Q4: 1,653 shares; 2025Q1: 1,760 shares; 2025Q2: 2,390 shares; 2025Q3: 2,196 shares; 2025Q4: 13,763 shares 13,763 $2.48M 0.05% +11,567 Timeline ECHO ECHOSTAR CORP More: the full row for ECHOSTAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,126 shares; 2024Q4: 30,066 shares; 2025Q1: 30,083 shares; 2025Q2: not reported; 2025Q3: 15,282 shares; 2025Q4: 22,761 shares 22,761 $2.47M 0.05% +7,479 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,606 shares; 2024Q4: 15,428 shares; 2025Q1: 4,477 shares; 2025Q2: 16,515 shares; 2025Q3: 16,596 shares; 2025Q4: 12,091 shares 12,091 $2.47M 0.05% -4,505 Timeline FWONK LIBERTY MEDIA CORP DEL More: the full row for LIBERTY MEDIA CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,068 shares 25,068 $2.47M 0.05% new Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,276 shares; 2024Q4: 28,810 shares; 2025Q1: 14,938 shares; 2025Q2: 31,602 shares; 2025Q3: 8,301 shares; 2025Q4: 31,246 shares 31,246 $2.47M 0.05% +22,945 Timeline BIO BIO RAD LABS INC More: the full row for BIO RAD LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,916 shares; 2025Q1: 8,086 shares; 2025Q2: 8,109 shares; 2025Q3: 8,131 shares; 2025Q4: 8,134 shares 8,134 $2.46M 0.05% +3 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: 5,625 shares; 2024Q4: 6,103 shares; 2025Q1: 6,747 shares; 2025Q2: 7,955 shares; 2025Q3: 12,868 shares; 2025Q4: 21,185 shares 21,185 $2.44M 0.04% +8,317 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: 35,508 shares; 2024Q4: 14,647 shares; 2025Q1: 16,671 shares; 2025Q2: 5,976 shares; 2025Q3: 8,290 shares; 2025Q4: 17,899 shares 17,899 $2.42M 0.04% +9,609 Timeline SANM SANMINA CORP More: the full row for SANMINA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,448 shares; 2024Q4: 21,517 shares; 2025Q1: 20,338 shares; 2025Q2: 20,585 shares; 2025Q3: 17,383 shares; 2025Q4: 16,105 shares 16,105 $2.42M 0.04% -1,278 Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,280 shares; 2024Q4: 6,919 shares; 2025Q1: 15,071 shares; 2025Q2: 9,964 shares; 2025Q3: 7,754 shares; 2025Q4: 5,757 shares 5,757 $2.42M 0.04% -1,997 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,310 shares; 2024Q4: 5,253 shares; 2025Q1: 5,166 shares; 2025Q2: 8,519 shares; 2025Q3: 6,225 shares; 2025Q4: 6,196 shares 6,196 $2.41M 0.04% -29 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: 12,924 shares; 2024Q4: 10,981 shares; 2025Q1: 10,207 shares; 2025Q2: 7,903 shares; 2025Q3: 7,724 shares; 2025Q4: 7,508 shares 7,508 $2.39M 0.04% -216 Timeline SCHE 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: 14,250 shares; 2025Q2: 29,635 shares; 2025Q3: 67,515 shares; 2025Q4: 72,925 shares 72,925 $2.39M 0.04% +5,410 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: 10,479 shares; 2024Q4: 17,319 shares; 2025Q1: 25,636 shares; 2025Q2: 20,763 shares; 2025Q3: 16,370 shares; 2025Q4: 12,871 shares 12,871 $2.38M 0.04% -3,499 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: 8,746 shares; 2024Q4: 8,587 shares; 2025Q1: 7,565 shares; 2025Q2: 7,443 shares; 2025Q3: 14,863 shares; 2025Q4: 13,718 shares 13,718 $2.38M 0.04% -1,145 Timeline HOG HARLEY DAVIDSON INC More: the full row for HARLEY DAVIDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,478 shares; 2024Q4: 100,323 shares; 2025Q1: 100,526 shares; 2025Q2: 100,365 shares; 2025Q3: 111,905 shares; 2025Q4: 114,265 shares 114,265 $2.34M 0.04% +2,360 Timeline PEN PENUMBRA INC More: the full row for PENUMBRA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,971 shares; 2024Q4: 10,269 shares; 2025Q1: 6,276 shares; 2025Q2: 8,365 shares; 2025Q3: 6,745 shares; 2025Q4: 7,448 shares 7,448 $2.32M 0.04% +703 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: 34,592 shares; 2024Q4: 22,100 shares; 2025Q1: 21,699 shares; 2025Q2: 21,922 shares; 2025Q3: 26,747 shares; 2025Q4: 26,827 shares 26,827 $2.31M 0.04% +80 Timeline PODD INSULET CORP More: the full row for INSULET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,097 shares; 2024Q4: 1,484 shares; 2025Q1: 3,622 shares; 2025Q2: 3,340 shares; 2025Q3: 1,360 shares; 2025Q4: 8,102 shares 8,102 $2.3M 0.04% +6,742 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: 2,016 shares; 2024Q4: 4,902 shares; 2025Q1: 4,945 shares; 2025Q2: 5,321 shares; 2025Q3: 3,076 shares; 2025Q4: 4,032 shares 4,032 $2.3M 0.04% +956 Timeline OEF 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: 2,549 shares; 2024Q4: 2,593 shares; 2025Q1: 2,253 shares; 2025Q2: 2,400 shares; 2025Q3: 6,728 shares; 2025Q4: 6,698 shares 6,698 $2.3M 0.04% -30 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: 17,842 shares; 2024Q4: 19,048 shares; 2025Q1: 19,260 shares; 2025Q2: 31,589 shares; 2025Q3: 25,853 shares; 2025Q4: 20,151 shares 20,151 $2.29M 0.04% -5,702 Timeline MSA MSA SAFETY INC More: the full row for MSA SAFETY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,632 shares; 2024Q4: 10,837 shares; 2025Q1: 13,587 shares; 2025Q2: 13,594 shares; 2025Q3: 12,244 shares; 2025Q4: 14,284 shares 14,284 $2.29M 0.04% +2,040 Timeline SW SMURFIT WESTROCK PLC More: the full row for SMURFIT WESTROCK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,561 shares; 2024Q4: 9,384 shares; 2025Q1: 7,820 shares; 2025Q2: 24,160 shares; 2025Q3: 25,166 shares; 2025Q4: 59,132 shares 59,132 $2.29M 0.04% +33,966 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: 3,962 shares; 2024Q4: 5,034 shares; 2025Q1: 5,093 shares; 2025Q2: 5,078 shares; 2025Q3: 4,167 shares; 2025Q4: 3,383 shares 3,383 $2.28M 0.04% -784 Timeline AMG AFFILIATED MANAGERS GROUP More: the full row for AFFILIATED MANAGERS GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,281 shares; 2024Q4: 8,275 shares; 2025Q1: 8,236 shares; 2025Q2: 7,896 shares; 2025Q3: 7,896 shares; 2025Q4: 7,898 shares 7,898 $2.28M 0.04% +2 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: 2 shares; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 3 shares 3 $2.26M 0.04% +1 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,785 shares; 2024Q4: 23,785 shares; 2025Q1: 23,785 shares; 2025Q2: 23,785 shares; 2025Q3: 23,785 shares; 2025Q4: 24,006 shares 24,006 $2.26M 0.04% +221 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: 12,306 shares; 2024Q4: 12,356 shares; 2025Q1: 15,865 shares; 2025Q2: 12,567 shares; 2025Q3: 28,115 shares; 2025Q4: 25,586 shares 25,586 $2.24M 0.04% -2,529 Timeline AYI ACUITY INC More: the full row for ACUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,796 shares; 2024Q4: 5,119 shares; 2025Q1: 5,766 shares; 2025Q2: 5,542 shares; 2025Q3: 5,577 shares; 2025Q4: 6,201 shares 6,201 $2.23M 0.04% +624 Timeline ROKU ROKU INC More: the full row for ROKU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,051 shares; 2024Q4: 11,191 shares; 2025Q1: 11,838 shares; 2025Q2: 20,548 shares; 2025Q3: 20,557 shares; 2025Q4: 20,558 shares 20,558 $2.23M 0.04% +1 Timeline ESAB ESAB CORPORATION More: the full row for ESAB CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,585 shares; 2024Q4: 11,538 shares; 2025Q1: 15,161 shares; 2025Q2: 16,570 shares; 2025Q3: 17,432 shares; 2025Q4: 19,963 shares 19,963 $2.23M 0.04% +2,531 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,419 shares; 2024Q4: 12,313 shares; 2025Q1: 12,536 shares; 2025Q2: 13,266 shares; 2025Q3: 18,374 shares; 2025Q4: 17,837 shares 17,837 $2.23M 0.04% -537 Timeline RGEN REPLIGEN CORP More: the full row for REPLIGEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,469 shares; 2024Q4: 12,238 shares; 2025Q1: 12,190 shares; 2025Q2: 12,218 shares; 2025Q3: 12,257 shares; 2025Q4: 13,332 shares 13,332 $2.18M 0.04% +1,075 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,564 shares; 2025Q1: 13,581 shares; 2025Q2: 13,545 shares; 2025Q3: 13,570 shares; 2025Q4: 13,539 shares 13,539 $2.16M 0.04% -31 Timeline WING WINGSTOP INC More: the full row for WINGSTOP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,501 shares; 2025Q1: 4,474 shares; 2025Q2: 5,720 shares; 2025Q3: 5,671 shares; 2025Q4: 8,933 shares 8,933 $2.13M 0.04% +3,262 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: 4,561 shares; 2024Q4: 16,359 shares; 2025Q1: 16,325 shares; 2025Q2: 17,052 shares; 2025Q3: 14,807 shares; 2025Q4: 11,400 shares 11,400 $2.1M 0.04% -3,407 Timeline DINO HF SINCLAIR CORP More: the full row for HF SINCLAIR 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: 14,608 shares; 2025Q3: 45,509 shares; 2025Q4: 45,509 shares 45,509 $2.1M 0.04% 0 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: 8,804 shares; 2024Q4: 9,534 shares; 2025Q1: 10,906 shares; 2025Q2: 10,803 shares; 2025Q3: 12,266 shares; 2025Q4: 13,547 shares 13,547 $2.09M 0.04% +1,281 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: 6,983 shares; 2024Q4: 6,555 shares; 2025Q1: 6,559 shares; 2025Q2: 6,569 shares; 2025Q3: 6,769 shares; 2025Q4: 7,319 shares 7,319 $2.07M 0.04% +550 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 59,387 shares; 2025Q3: 59,387 shares; 2025Q4: 59,387 shares 59,387 $2.05M 0.04% 0 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: 17,658 shares; 2024Q4: 15,052 shares; 2025Q1: 15,736 shares; 2025Q2: 17,456 shares; 2025Q3: 8,478 shares; 2025Q4: 8,436 shares 8,436 $2.04M 0.04% -42 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: 2,997 shares; 2024Q4: 3,275 shares; 2025Q1: 3,253 shares; 2025Q2: 3,627 shares; 2025Q3: 3,393 shares; 2025Q4: 4,324 shares 4,324 $2.03M 0.04% +931 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: 21,239 shares; 2024Q4: 21,449 shares; 2025Q1: 21,556 shares; 2025Q2: 21,636 shares; 2025Q3: 30,057 shares; 2025Q4: 30,108 shares 30,108 $2.02M 0.04% +51 Timeline FCNCA FIRST CTZNS BANCSHARES INC D More: the full row for FIRST CTZNS BANCSHARES INC D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,129 shares; 2024Q4: 1,102 shares; 2025Q1: 977 shares; 2025Q2: 945 shares; 2025Q3: 943 shares; 2025Q4: 939 shares 939 $2.02M 0.04% -4 Timeline APG API GROUP CORP More: the full row for API GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 52,646 shares 52,646 $2.01M 0.04% new Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,944 shares; 2025Q1: 19,073 shares; 2025Q2: 13,258 shares; 2025Q3: 18,488 shares; 2025Q4: 26,259 shares 26,259 $2.01M 0.04% +7,771 Timeline KNSL KINSALE CAP GROUP INC More: the full row for KINSALE CAP GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,673 shares; 2024Q4: 4,173 shares; 2025Q1: 4,785 shares; 2025Q2: 4,774 shares; 2025Q3: 4,805 shares; 2025Q4: 5,145 shares 5,145 $2.01M 0.04% +340 Timeline BPOP POPULAR INC More: the full row for POPULAR 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: 4,812 shares; 2025Q2: 11,707 shares; 2025Q3: 16,147 shares; 2025Q4: 16,147 shares 16,147 $2.01M 0.04% 0 Timeline EQH EQUITABLE HLDGS INC More: the full row for EQUITABLE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,560 shares; 2024Q4: 27,896 shares; 2025Q1: 42,276 shares; 2025Q2: 42,186 shares; 2025Q3: 42,186 shares; 2025Q4: 42,177 shares 42,177 $2.01M 0.04% -9 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,616 shares; 2024Q4: 6,606 shares; 2025Q1: 35,171 shares; 2025Q2: 25,260 shares; 2025Q3: 59,386 shares; 2025Q4: 89,458 shares 89,458 $1.99M 0.04% +30,072 Timeline MMSI MERIT MED SYS INC More: the full row for MERIT MED SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,576 shares; 2024Q4: 12,584 shares; 2025Q1: 12,868 shares; 2025Q2: 13,030 shares; 2025Q3: 13,908 shares; 2025Q4: 22,587 shares 22,587 $1.99M 0.04% +8,679 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: 4,380 shares; 2024Q4: 5,108 shares; 2025Q1: 5,785 shares; 2025Q2: 6,117 shares; 2025Q3: 6,244 shares; 2025Q4: 6,454 shares 6,454 $1.98M 0.04% +210 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,345 shares; 2024Q4: 53,382 shares; 2025Q1: 35,067 shares; 2025Q2: 31,678 shares; 2025Q3: 32,753 shares; 2025Q4: 32,783 shares 32,783 $1.97M 0.04% +30 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,045 shares; 2025Q3: 6,360 shares; 2025Q4: 38,899 shares 38,899 $1.97M 0.04% +32,539 Timeline GTLB GITLAB INC More: the full row for GITLAB 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: 7,358 shares; 2025Q2: 34,817 shares; 2025Q3: 37,893 shares; 2025Q4: 52,159 shares 52,159 $1.96M 0.04% +14,266 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,889 shares; 2024Q4: 3,109 shares; 2025Q1: 3,820 shares; 2025Q2: 4,943 shares; 2025Q3: 2,691 shares; 2025Q4: 3,396 shares 3,396 $1.95M 0.04% +705 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: 130,443 shares; 2024Q4: 30,035 shares; 2025Q1: 15,676 shares; 2025Q2: 11,538 shares; 2025Q3: 76,174 shares; 2025Q4: 144,328 shares 144,328 $1.89M 0.03% +68,154 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: 16,952 shares; 2024Q4: 34,137 shares; 2025Q1: 47,053 shares; 2025Q2: 47,112 shares; 2025Q3: 70,612 shares; 2025Q4: 77,648 shares 77,648 $1.87M 0.03% +7,036 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: 20,778 shares; 2024Q4: 20,469 shares; 2025Q1: 27,221 shares; 2025Q2: 27,150 shares; 2025Q3: 9,910 shares; 2025Q4: 9,975 shares 9,975 $1.85M 0.03% +65 Timeline HLNE HAMILTON LANE INC More: the full row for HAMILTON LANE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,083 shares; 2025Q2: 8,298 shares; 2025Q3: 11,611 shares; 2025Q4: 13,754 shares 13,754 $1.85M 0.03% +2,143 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,565 shares; 2024Q4: 32,688 shares; 2025Q1: 5,203 shares; 2025Q2: 5,370 shares; 2025Q3: 10,318 shares; 2025Q4: 11,366 shares 11,366 $1.84M 0.03% +1,048 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,387 shares; 2024Q4: 137,014 shares; 2025Q1: 135,580 shares; 2025Q2: 136,432 shares; 2025Q3: 136,437 shares; 2025Q4: 56,443 shares 56,443 $1.84M 0.03% -79,994 Timeline AKAM AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,937 shares; 2024Q4: 7,670 shares; 2025Q1: 4,781 shares; 2025Q2: 11,828 shares; 2025Q3: 11,568 shares; 2025Q4: 20,995 shares 20,995 $1.83M 0.03% +9,427 Timeline RNR RENAISSANCERE HLDGS LTD More: the full row for RENAISSANCERE 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: 2,070 shares; 2025Q4: 6,499 shares 6,499 $1.83M 0.03% +4,429 Timeline FUTU FUTU HLDGS LTD More: the full row for FUTU 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: 3,156 shares; 2025Q3: 8,556 shares; 2025Q4: 11,025 shares 11,025 $1.81M 0.03% +2,469 Timeline ACIO ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale 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: 41,408 shares 41,408 $1.81M 0.03% new 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: 18,474 shares; 2024Q4: 10,410 shares; 2025Q1: 28,711 shares; 2025Q2: 17,929 shares; 2025Q3: 13,821 shares; 2025Q4: 9,746 shares 9,746 $1.81M 0.03% -4,075 Timeline TTMI TTM TECHNOLOGIES INC More: the full row for TTM TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,043 shares; 2024Q4: 27,335 shares; 2025Q1: 23,583 shares; 2025Q2: 23,681 shares; 2025Q3: 25,079 shares; 2025Q4: 26,102 shares 26,102 $1.8M 0.03% +1,023 Timeline CADE CADENCE BANK More: the full row for CADENCE BANK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,792 shares; 2024Q4: 41,794 shares; 2025Q1: 41,792 shares; 2025Q2: 41,940 shares; 2025Q3: 41,940 shares; 2025Q4: 41,940 shares 41,940 $1.8M 0.03% 0 Timeline WH WYNDHAM HOTELS & RESORTS INC More: the full row for WYNDHAM 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: 5,615 shares; 2025Q3: 18,330 shares; 2025Q4: 23,415 shares 23,415 $1.77M 0.03% +5,085 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: 16,823 shares; 2024Q4: 15,455 shares; 2025Q1: 14,602 shares; 2025Q2: 15,133 shares; 2025Q3: 14,950 shares; 2025Q4: 14,051 shares 14,051 $1.77M 0.03% -899 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: 9,162 shares; 2024Q4: 9,164 shares; 2025Q1: 9,180 shares; 2025Q2: 5,094 shares; 2025Q3: 5,455 shares; 2025Q4: 6,141 shares 6,141 $1.76M 0.03% +686 Timeline CFR CULLEN FROST BANKERS INC More: the full row for CULLEN FROST BANKERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,085 shares; 2024Q4: 18,439 shares; 2025Q1: 12,537 shares; 2025Q2: 13,549 shares; 2025Q3: 13,794 shares; 2025Q4: 13,868 shares 13,868 $1.76M 0.03% +74 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: 15,950 shares; 2024Q4: 19,141 shares; 2025Q1: 19,849 shares; 2025Q2: 17,097 shares; 2025Q3: 23,084 shares; 2025Q4: 25,993 shares 25,993 $1.75M 0.03% +2,909 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: 31,669 shares; 2024Q4: 31,070 shares; 2025Q1: 33,440 shares; 2025Q2: 35,040 shares; 2025Q3: 35,214 shares; 2025Q4: 36,269 shares 36,269 $1.73M 0.03% +1,055 Timeline CDE COEUR MNG INC More: the full row for COEUR MNG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 90,986 shares; 2025Q4: 96,664 shares 96,664 $1.72M 0.03% +5,678 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,623 shares; 2025Q3: 20,623 shares; 2025Q4: 20,623 shares 20,623 $1.7M 0.03% 0 Timeline SCHO 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: 45,772 shares; 2024Q4: 88,756 shares; 2025Q1: 88,804 shares; 2025Q2: 89,370 shares; 2025Q3: 72,518 shares; 2025Q4: 69,721 shares 69,721 $1.7M 0.03% -2,797 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,395 shares; 2024Q4: 17,367 shares; 2025Q1: 13,824 shares; 2025Q2: 13,839 shares; 2025Q3: 13,851 shares; 2025Q4: 12,424 shares 12,424 $1.7M 0.03% -1,427 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,561 shares; 2025Q1: 5,643 shares; 2025Q2: 3,642 shares; 2025Q3: 3,697 shares; 2025Q4: 8,248 shares 8,248 $1.67M 0.03% +4,551 Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,851 shares; 2024Q4: 1,480 shares; 2025Q1: 1,133 shares; 2025Q2: 1,025 shares; 2025Q3: 952 shares; 2025Q4: 1,197 shares 1,197 $1.67M 0.03% +245 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,625 shares; 2025Q1: 5,440 shares; 2025Q2: 9,073 shares; 2025Q3: 9,505 shares; 2025Q4: 10,349 shares 10,349 $1.67M 0.03% +844 Timeline FLR FLUOR CORP More: the full row for FLUOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,940 shares; 2024Q4: 39,090 shares; 2025Q1: 40,642 shares; 2025Q2: 42,070 shares; 2025Q3: 40,845 shares; 2025Q4: 41,835 shares 41,835 $1.66M 0.03% +990 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,673 shares; 2024Q4: 13,468 shares; 2025Q1: 13,465 shares; 2025Q2: 13,641 shares; 2025Q3: 12,053 shares; 2025Q4: 12,165 shares 12,165 $1.66M 0.03% +112 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: 4,047 shares; 2024Q4: 4,451 shares; 2025Q1: 3,810 shares; 2025Q2: 5,007 shares; 2025Q3: 6,636 shares; 2025Q4: 4,225 shares 4,225 $1.64M 0.03% -2,411 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: not reported; 2025Q2: 18,053 shares; 2025Q3: 18,053 shares; 2025Q4: 18,053 shares 18,053 $1.64M 0.03% 0 Timeline URBN URBAN OUTFITTERS INC More: the full row for URBAN OUTFITTERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,964 shares; 2024Q4: 18,765 shares; 2025Q1: 19,517 shares; 2025Q2: 19,702 shares; 2025Q3: 20,730 shares; 2025Q4: 21,591 shares 21,591 $1.62M 0.03% +861 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: 24,403 shares; 2024Q4: 23,207 shares; 2025Q1: 13,748 shares; 2025Q2: 13,717 shares; 2025Q3: 7,890 shares; 2025Q4: 7,904 shares 7,904 $1.62M 0.03% +14 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: 5,230 shares; 2024Q4: 5,306 shares; 2025Q1: 5,707 shares; 2025Q2: 5,724 shares; 2025Q3: 4,420 shares; 2025Q4: 3,800 shares 3,800 $1.62M 0.03% -620 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: 5,806 shares; 2024Q4: 10,766 shares; 2025Q1: 13,968 shares; 2025Q2: 13,936 shares; 2025Q3: 12,911 shares; 2025Q4: 7,977 shares 7,977 $1.62M 0.03% -4,934 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,312 shares; 2024Q4: 3,351 shares; 2025Q1: 5,840 shares; 2025Q2: 5,513 shares; 2025Q3: 5,463 shares; 2025Q4: 5,588 shares 5,588 $1.61M 0.03% +125 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: 6,621 shares; 2024Q4: 6,635 shares; 2025Q1: 6,640 shares; 2025Q2: 6,636 shares; 2025Q3: 6,646 shares; 2025Q4: 5,572 shares 5,572 $1.61M 0.03% -1,074 Timeline RNG RINGCENTRAL INC More: the full row for RINGCENTRAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,008 shares; 2024Q4: 28,499 shares; 2025Q1: 28,485 shares; 2025Q2: 59,876 shares; 2025Q3: 55,342 shares; 2025Q4: 55,362 shares 55,362 $1.6M 0.03% +20 Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,526 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,846 shares; 2025Q3: 9,478 shares; 2025Q4: 5,283 shares 5,283 $1.6M 0.03% -4,195 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,020 shares; 2024Q4: 46,046 shares; 2025Q1: 42,966 shares; 2025Q2: 41,611 shares; 2025Q3: 38,335 shares; 2025Q4: 23,661 shares 23,661 $1.59M 0.03% -14,674 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: 23,717 shares; 2024Q4: 23,852 shares; 2025Q1: 23,978 shares; 2025Q2: 22,324 shares; 2025Q3: 25,283 shares; 2025Q4: 19,821 shares 19,821 $1.57M 0.03% -5,462 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,888 shares; 2024Q4: 2,149 shares; 2025Q1: 3,212 shares; 2025Q2: 5,686 shares; 2025Q3: 5,751 shares; 2025Q4: 5,694 shares 5,694 $1.57M 0.03% -57 Timeline AAON AAON INC More: the full row for AAON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,863 shares; 2025Q3: 18,828 shares; 2025Q4: 20,466 shares 20,466 $1.56M 0.03% +1,638 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: 25,516 shares; 2024Q4: 24,226 shares; 2025Q1: 26,469 shares; 2025Q2: 17,071 shares; 2025Q3: 17,438 shares; 2025Q4: 17,876 shares 17,876 $1.56M 0.03% +438 Timeline DFIVX DFA INTERNATIONAL VALUE I More: the full row for DFA INTERNATIONAL VALUE I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,389 shares; 2024Q4: 54,389 shares; 2025Q1: 54,389 shares; 2025Q2: 54,389 shares; 2025Q3: 54,389 shares; 2025Q4: 54,389 shares 54,389 $1.55M 0.03% 0 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,131 shares; 2024Q4: 7,819 shares; 2025Q1: 11,430 shares; 2025Q2: 14,610 shares; 2025Q3: 12,506 shares; 2025Q4: 13,239 shares 13,239 $1.55M 0.03% +733 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,942 shares; 2024Q4: 9,618 shares; 2025Q1: 9,037 shares; 2025Q2: 9,346 shares; 2025Q3: 8,474 shares; 2025Q4: 7,467 shares 7,467 $1.53M 0.03% -1,007 Timeline SFBS SERVISFIRST BANCSHARES INC More: the full row for SERVISFIRST BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,414 shares; 2024Q4: 13,415 shares; 2025Q1: 18,989 shares; 2025Q2: 22,086 shares; 2025Q3: 23,336 shares; 2025Q4: 21,339 shares 21,339 $1.53M 0.03% -1,997 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,409 shares; 2024Q4: 3,527 shares; 2025Q1: 3,411 shares; 2025Q2: 3,418 shares; 2025Q3: 2,484 shares; 2025Q4: 2,482 shares 2,482 $1.52M 0.03% -2 Timeline NSRGY NESTLE SA-SPONS ADR More: the full row for NESTLE SA-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,355 shares; 2024Q4: 5,790 shares; 2025Q1: 3,295 shares; 2025Q2: 3,465 shares; 2025Q3: 13,234 shares; 2025Q4: 15,270 shares 15,270 $1.52M 0.03% +2,036 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: 25,941 shares; 2024Q4: 31,720 shares; 2025Q1: 61,479 shares; 2025Q2: 47,519 shares; 2025Q3: 49,953 shares; 2025Q4: 51,310 shares 51,310 $1.5M 0.03% +1,357 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: 28,567 shares; 2024Q4: 31,940 shares; 2025Q1: 32,769 shares; 2025Q2: 33,118 shares; 2025Q3: 35,284 shares; 2025Q4: 36,705 shares 36,705 $1.5M 0.03% +1,421 Timeline ADX ADAMS DIVERSIFIED EQUITY FD More: the full row for ADAMS DIVERSIFIED EQUITY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,058 shares; 2024Q4: 64,058 shares; 2025Q1: 64,058 shares; 2025Q2: 64,058 shares; 2025Q3: 64,058 shares; 2025Q4: 64,058 shares 64,058 $1.49M 0.03% 0 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: 3,905 shares; 2024Q4: 3,888 shares; 2025Q1: 4,412 shares; 2025Q2: 4,131 shares; 2025Q3: 5,258 shares; 2025Q4: 5,502 shares 5,502 $1.49M 0.03% +244 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: 935 shares; 2024Q4: 910 shares; 2025Q1: 935 shares; 2025Q2: 14,175 shares; 2025Q3: 14,776 shares; 2025Q4: 16,287 shares 16,287 $1.49M 0.03% +1,511 Timeline ATRC ATRICURE INC More: the full row for ATRICURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,731 shares; 2024Q4: 36,601 shares; 2025Q1: 33,922 shares; 2025Q2: 33,922 shares; 2025Q3: 34,636 shares; 2025Q4: 37,436 shares 37,436 $1.48M 0.03% +2,800 Timeline VIPS VIPSHOP HLDGS LTD More: the full row for VIPSHOP HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,953 shares; 2024Q4: 85,301 shares; 2025Q1: 84,552 shares; 2025Q2: 83,320 shares; 2025Q3: 83,413 shares; 2025Q4: 83,413 shares 83,413 $1.48M 0.03% 0 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,576 shares; 2024Q4: 2,240 shares; 2025Q1: 2,132 shares; 2025Q2: 1,945 shares; 2025Q3: 1,978 shares; 2025Q4: 1,822 shares 1,822 $1.47M 0.03% -156 Timeline IBOC INTERNATIONAL BANCSHARES COR More: the full row for INTERNATIONAL BANCSHARES COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,555 shares; 2024Q4: 19,529 shares; 2025Q1: 19,912 shares; 2025Q2: 20,152 shares; 2025Q3: 21,298 shares; 2025Q4: 22,146 shares 22,146 $1.47M 0.03% +848 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: 2,438 shares; 2024Q4: 5,097 shares; 2025Q1: 2,659 shares; 2025Q2: 2,832 shares; 2025Q3: 3,270 shares; 2025Q4: 6,774 shares 6,774 $1.47M 0.03% +3,504 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: 3,709 shares; 2024Q4: 10,463 shares; 2025Q1: 10,532 shares; 2025Q2: 10,435 shares; 2025Q3: 10,543 shares; 2025Q4: 10,644 shares 10,644 $1.47M 0.03% +101 Timeline BWIN THE BALDWIN INSURANCE GRP IN More: the full row for THE BALDWIN INSURANCE GRP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,200 shares; 2024Q4: 20,336 shares; 2025Q1: 27,542 shares; 2025Q2: 31,651 shares; 2025Q3: 42,640 shares; 2025Q4: 59,802 shares 59,802 $1.44M 0.03% +17,162 Timeline FRPT FRESHPET INC More: the full row for FRESHPET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,431 shares; 2024Q4: 11,429 shares; 2025Q1: 13,447 shares; 2025Q2: 20,047 shares; 2025Q3: 20,041 shares; 2025Q4: 23,360 shares 23,360 $1.42M 0.03% +3,319 Timeline UNFI UNITED NAT FOODS INC More: the full row for UNITED NAT FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,407 shares; 2024Q4: 51,085 shares; 2025Q1: 53,209 shares; 2025Q2: 61,375 shares; 2025Q3: 61,375 shares; 2025Q4: 42,222 shares 42,222 $1.42M 0.03% -19,153 Timeline IEX IDEX CORP More: the full row for IDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,151 shares; 2024Q4: 6,210 shares; 2025Q1: 6,175 shares; 2025Q2: 6,215 shares; 2025Q3: 6,254 shares; 2025Q4: 7,965 shares 7,965 $1.42M 0.03% +1,711 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: 7,031 shares; 2024Q4: 6,488 shares; 2025Q1: 5,585 shares; 2025Q2: 5,783 shares; 2025Q3: 6,229 shares; 2025Q4: 6,404 shares 6,404 $1.41M 0.03% +175 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: 6,506 shares; 2024Q4: 6,121 shares; 2025Q1: 15,225 shares; 2025Q2: 15,376 shares; 2025Q3: 16,556 shares; 2025Q4: 17,261 shares 17,261 $1.4M 0.03% +705 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,759 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,647 shares; 2025Q4: 11,100 shares 11,100 $1.4M 0.03% +4,453 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: 45,191 shares; 2024Q4: 42,265 shares; 2025Q1: 35,710 shares; 2025Q2: 30,192 shares; 2025Q3: 22,495 shares; 2025Q4: 14,135 shares 14,135 $1.4M 0.03% -8,360 Timeline SSO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,000 shares; 2025Q4: 24,000 shares 24,000 $1.39M 0.03% +12,000 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,745 shares; 2024Q4: 6,803 shares; 2025Q1: 6,834 shares; 2025Q2: 6,843 shares; 2025Q3: 7,690 shares; 2025Q4: 10,191 shares 10,191 $1.39M 0.03% +2,501 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: 5,649 shares; 2024Q4: 5,482 shares; 2025Q1: 5,861 shares; 2025Q2: 5,395 shares; 2025Q3: 5,896 shares; 2025Q4: 6,034 shares 6,034 $1.38M 0.03% +138 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,781 shares; 2024Q4: 7,831 shares; 2025Q1: 7,831 shares; 2025Q2: 7,871 shares; 2025Q3: 10,203 shares; 2025Q4: 11,290 shares 11,290 $1.37M 0.03% +1,087 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 29,280 shares; 2025Q3: 29,280 shares; 2025Q4: 29,280 shares 29,280 $1.37M 0.03% 0 Timeline ALKS ALKERMES PLC More: the full row for ALKERMES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,131 shares; 2024Q4: 42,509 shares; 2025Q1: 43,860 shares; 2025Q2: 44,232 shares; 2025Q3: 46,805 shares; 2025Q4: 49,058 shares 49,058 $1.37M 0.03% +2,253 Timeline DFUSX DFA US LARGE COMPANY I More: the full row for DFA US LARGE COMPANY I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,835 shares; 2024Q4: 44,381 shares; 2025Q1: 35,275 shares; 2025Q2: 30,983 shares; 2025Q3: 30,983 shares; 2025Q4: 30,182 shares 30,182 $1.37M 0.03% -801 Timeline COO COOPER COS INC More: the full row for COOPER COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,049 shares; 2024Q4: 9,094 shares; 2025Q1: 10,229 shares; 2025Q2: 12,360 shares; 2025Q3: 12,463 shares; 2025Q4: 16,604 shares 16,604 $1.36M 0.03% +4,141 Timeline TNL TRAVEL PLUS LEISURE CO More: the full row for TRAVEL PLUS LEISURE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,104 shares; 2024Q4: 16,105 shares; 2025Q1: 25,473 shares; 2025Q2: 25,545 shares; 2025Q3: 25,545 shares; 2025Q4: 19,256 shares 19,256 $1.36M 0.02% -6,289 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: 18,359 shares; 2024Q4: 53,949 shares; 2025Q1: 50,177 shares; 2025Q2: 51,336 shares; 2025Q3: 51,083 shares; 2025Q4: 49,291 shares 49,291 $1.35M 0.02% -1,792 Timeline DBX DROPBOX INC More: the full row for DROPBOX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,762 shares; 2024Q4: 57,762 shares; 2025Q1: 57,839 shares; 2025Q2: 48,507 shares; 2025Q3: 48,507 shares; 2025Q4: 48,516 shares 48,516 $1.35M 0.02% +9 Timeline GMED GLOBUS MED INC More: the full row for GLOBUS MED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,746 shares; 2024Q4: 12,811 shares; 2025Q1: 12,110 shares; 2025Q2: 12,248 shares; 2025Q3: 16,561 shares; 2025Q4: 15,411 shares 15,411 $1.35M 0.02% -1,150 Timeline PTCT PTC THERAPEUTICS INC More: the full row for PTC THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,240 shares; 2024Q4: 16,818 shares; 2025Q1: 17,147 shares; 2025Q2: 15,833 shares; 2025Q3: 16,577 shares; 2025Q4: 17,394 shares 17,394 $1.32M 0.02% +817 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,520 shares; 2025Q2: 7,883 shares; 2025Q3: 9,823 shares; 2025Q4: 13,741 shares 13,741 $1.32M 0.02% +3,918 Timeline RYAN RYAN SPECIALTY HOLDINGS INC More: the full row for RYAN SPECIALTY HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,491 shares; 2024Q4: 11,330 shares; 2025Q1: 12,543 shares; 2025Q2: 10,294 shares; 2025Q3: 19,783 shares; 2025Q4: 25,466 shares 25,466 $1.31M 0.02% +5,683 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: not reported; 2024Q4: 3,234 shares; 2025Q1: 10,973 shares; 2025Q2: 21,814 shares; 2025Q3: 22,144 shares; 2025Q4: 32,721 shares 32,721 $1.31M 0.02% +10,577 Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,160 shares; 2024Q4: 2,354 shares; 2025Q1: 2,825 shares; 2025Q2: 2,825 shares; 2025Q3: 3,426 shares; 2025Q4: 4,751 shares 4,751 $1.31M 0.02% +1,325 Timeline ICLR ICON PUB LTD CO More: the full row for ICON PUB LTD CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,085 shares; 2024Q4: 5,960 shares; 2025Q1: 2,880 shares; 2025Q2: 3,059 shares; 2025Q3: 7,250 shares; 2025Q4: 7,166 shares 7,166 $1.31M 0.02% -84 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: 25,738 shares; 2024Q4: 19,272 shares; 2025Q1: 16,868 shares; 2025Q2: 15,923 shares; 2025Q3: 5,219 shares; 2025Q4: 5,729 shares 5,729 $1.3M 0.02% +510 Timeline USXF 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: 24,811 shares; 2024Q4: 25,211 shares; 2025Q1: 24,284 shares; 2025Q2: 22,284 shares; 2025Q3: 22,634 shares; 2025Q4: 22,634 shares 22,634 $1.3M 0.02% 0 Timeline FND FLOOR & DECOR HLDGS INC More: the full row for FLOOR & DECOR HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,351 shares 21,351 $1.3M 0.02% new Timeline SCHK 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: 36,084 shares; 2025Q3: 39,576 shares; 2025Q4: 39,576 shares 39,576 $1.3M 0.02% 0 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,399 shares; 2024Q4: 41,574 shares; 2025Q1: 23,584 shares; 2025Q2: 29,458 shares; 2025Q3: 26,929 shares; 2025Q4: 23,803 shares 23,803 $1.28M 0.02% -3,126 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,054 shares; 2024Q4: 2,051 shares; 2025Q1: 2,663 shares; 2025Q2: 2,686 shares; 2025Q3: 2,740 shares; 2025Q4: 2,739 shares 2,739 $1.28M 0.02% -1 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,656 shares; 2025Q2: 1,648 shares; 2025Q3: 2,310 shares; 2025Q4: 2,310 shares 2,310 $1.27M 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: 5,848 shares; 2024Q4: 5,924 shares; 2025Q1: 6,438 shares; 2025Q2: 6,931 shares; 2025Q3: 7,835 shares; 2025Q4: 25,046 shares 25,046 $1.27M 0.02% +17,211 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 646 shares; 2024Q4: 667 shares; 2025Q1: 848 shares; 2025Q2: 4,379 shares; 2025Q3: 4,414 shares; 2025Q4: 1,651 shares 1,651 $1.26M 0.02% -2,763 Timeline ETSY ETSY INC More: the full row for ETSY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,257 shares; 2024Q4: 10,265 shares; 2025Q1: 16,829 shares; 2025Q2: 19,663 shares; 2025Q3: 25,701 shares; 2025Q4: 22,751 shares 22,751 $1.26M 0.02% -2,950 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: 4,979 shares; 2024Q4: 14,937 shares; 2025Q1: 18,062 shares; 2025Q2: 46,788 shares; 2025Q3: 46,788 shares; 2025Q4: 46,788 shares 46,788 $1.26M 0.02% 0 Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 78,247 shares; 2025Q4: 78,319 shares 78,319 $1.26M 0.02% +72 Timeline CAVA CAVA GROUP INC More: the full row for CAVA 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: 3,742 shares; 2025Q2: 7,742 shares; 2025Q3: 12,127 shares; 2025Q4: 21,360 shares 21,360 $1.25M 0.02% +9,233 Timeline IBN ICICI BK LTD More: the full row for ICICI BK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,488 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 23,071 shares; 2025Q3: 23,204 shares; 2025Q4: 41,898 shares 41,898 $1.25M 0.02% +18,694 Timeline BRZE BRAZE INC More: the full row for BRAZE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,697 shares; 2024Q4: 26,817 shares; 2025Q1: 26,866 shares; 2025Q2: 26,717 shares; 2025Q3: 30,352 shares; 2025Q4: 36,357 shares 36,357 $1.25M 0.02% +6,005 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,077 shares; 2024Q4: 38,077 shares; 2025Q1: 38,077 shares; 2025Q2: 38,077 shares; 2025Q3: 38,077 shares; 2025Q4: 38,077 shares 38,077 $1.25M 0.02% 0 Timeline NOVT NOVANTA INC More: the full row for NOVANTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,607 shares; 2024Q4: 4,282 shares; 2025Q1: 6,293 shares; 2025Q2: 7,787 shares; 2025Q3: 7,751 shares; 2025Q4: 10,426 shares 10,426 $1.24M 0.02% +2,675 Timeline EXAS EXACT SCIENCES CORP More: the full row for EXACT SCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,931 shares; 2024Q4: 12,639 shares; 2025Q1: 12,462 shares; 2025Q2: 14,702 shares; 2025Q3: 14,768 shares; 2025Q4: 12,177 shares 12,177 $1.24M 0.02% -2,591 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 751 shares; 2024Q4: 768 shares; 2025Q1: 1,842 shares; 2025Q2: 3,188 shares; 2025Q3: 2,520 shares; 2025Q4: 2,532 shares 2,532 $1.23M 0.02% +12 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: 13,329 shares; 2024Q4: 14,818 shares; 2025Q1: 15,645 shares; 2025Q2: 16,000 shares; 2025Q3: 18,218 shares; 2025Q4: 18,892 shares 18,892 $1.23M 0.02% +674 Timeline VBK 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: 4,053 shares; 2024Q4: 4,305 shares; 2025Q1: 4,305 shares; 2025Q2: 4,342 shares; 2025Q3: 4,060 shares; 2025Q4: 4,060 shares 4,060 $1.23M 0.02% 0 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,513 shares; 2024Q4: 8,703 shares; 2025Q1: 43,008 shares; 2025Q2: 15,964 shares; 2025Q3: 23,194 shares; 2025Q4: 10,649 shares 10,649 $1.2M 0.02% -12,545 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: 3,172 shares; 2024Q4: 1,714 shares; 2025Q1: 2,275 shares; 2025Q2: 3,244 shares; 2025Q3: 3,549 shares; 2025Q4: 4,067 shares 4,067 $1.2M 0.02% +518 Timeline WFRD WEATHERFORD INTL PLC More: the full row for WEATHERFORD INTL 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: 7,821 shares; 2025Q2: 8,671 shares; 2025Q3: 7,459 shares; 2025Q4: 15,361 shares 15,361 $1.2M 0.02% +7,902 Timeline SIG SIGNET JEWELERS LTD More: the full row for SIGNET JEWELERS 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: 13,030 shares; 2025Q3: 13,877 shares; 2025Q4: 14,458 shares 14,458 $1.2M 0.02% +581 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: 12,391 shares; 2024Q4: 51,856 shares; 2025Q1: 19,921 shares; 2025Q2: 13,526 shares; 2025Q3: 18,960 shares; 2025Q4: 20,723 shares 20,723 $1.19M 0.02% +1,763 Timeline TW TRADEWEB MKTS INC More: the full row for TRADEWEB MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,306 shares; 2024Q4: 5,257 shares; 2025Q1: 4,576 shares; 2025Q2: 4,629 shares; 2025Q3: 6,353 shares; 2025Q4: 11,097 shares 11,097 $1.19M 0.02% +4,744 Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,637 shares; 2024Q4: 1,540 shares; 2025Q1: 1,116 shares; 2025Q2: 975 shares; 2025Q3: 1,997 shares; 2025Q4: 2,848 shares 2,848 $1.19M 0.02% +851 Timeline HUBS HUBSPOT INC More: the full row for HUBSPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 638 shares; 2024Q4: 1,300 shares; 2025Q1: 1,307 shares; 2025Q2: 856 shares; 2025Q3: 498 shares; 2025Q4: 2,929 shares 2,929 $1.18M 0.02% +2,431 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,190 shares 8,190 $1.18M 0.02% new Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,667 shares; 2024Q4: 3,667 shares; 2025Q1: 3,647 shares; 2025Q2: 3,607 shares; 2025Q3: 3,607 shares; 2025Q4: 3,607 shares 3,607 $1.17M 0.02% 0 Timeline KAI KADANT INC More: the full row for KADANT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,336 shares; 2024Q4: 611 shares; 2025Q1: 1,807 shares; 2025Q2: 2,937 shares; 2025Q3: 2,937 shares; 2025Q4: 4,087 shares 4,087 $1.16M 0.02% +1,150 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,409 shares; 2024Q4: 14,527 shares; 2025Q1: 11,956 shares; 2025Q2: 11,588 shares; 2025Q3: 12,398 shares; 2025Q4: 16,923 shares 16,923 $1.15M 0.02% +4,525 Timeline LIVN LIVANOVA PLC More: the full row for LIVANOVA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,007 shares; 2024Q4: 16,432 shares; 2025Q1: 16,545 shares; 2025Q2: 16,545 shares; 2025Q3: 18,024 shares; 2025Q4: 18,725 shares 18,725 $1.15M 0.02% +701 Timeline OKTA OKTA INC More: the full row for OKTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,736 shares; 2024Q4: 26,492 shares; 2025Q1: 17,985 shares; 2025Q2: 16,542 shares; 2025Q3: 10,442 shares; 2025Q4: 13,284 shares 13,284 $1.15M 0.02% +2,842 Timeline OSCV ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 31,008 shares 31,008 $1.15M 0.02% new 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: 2,800 shares; 2024Q4: 2,796 shares; 2025Q1: 8,650 shares; 2025Q2: 8,427 shares; 2025Q3: 12,427 shares; 2025Q4: 25,576 shares 25,576 $1.14M 0.02% +13,149 Timeline CMC COMMERCIAL METALS CO More: the full row for COMMERCIAL METALS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,990 shares; 2024Q4: 17,230 shares; 2025Q1: 15,188 shares; 2025Q2: 15,502 shares; 2025Q3: 16,664 shares; 2025Q4: 16,518 shares 16,518 $1.14M 0.02% -146 Timeline LXP LXP INDUSTRIAL TRUST More: the full row for LXP INDUSTRIAL TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23,060 shares 23,060 $1.14M 0.02% new Timeline CIEN CIENA CORP More: the full row for CIENA 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: 6,313 shares; 2025Q3: 2,946 shares; 2025Q4: 4,848 shares 4,848 $1.13M 0.02% +1,902 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: 9,888 shares; 2024Q4: 11,833 shares; 2025Q1: 23,305 shares; 2025Q2: 14,525 shares; 2025Q3: 12,904 shares; 2025Q4: 12,104 shares 12,104 $1.13M 0.02% -800 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: 6,546 shares; 2024Q4: 8,474 shares; 2025Q1: 4,858 shares; 2025Q2: 6,557 shares; 2025Q3: 5,720 shares; 2025Q4: 5,275 shares 5,275 $1.13M 0.02% -445 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,683 shares; 2024Q4: 3,620 shares; 2025Q1: 4,095 shares; 2025Q2: 5,699 shares; 2025Q3: 5,521 shares; 2025Q4: 5,701 shares 5,701 $1.13M 0.02% +180 Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,800 shares; 2024Q4: 4,825 shares; 2025Q1: 4,820 shares; 2025Q2: 3,179 shares; 2025Q3: 3,189 shares; 2025Q4: 3,188 shares 3,188 $1.13M 0.02% -1 Timeline GDDY GODADDY INC More: the full row for GODADDY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,865 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,067 shares 9,067 $1.13M 0.02% new 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: 13,301 shares; 2024Q4: 13,301 shares; 2025Q1: 15,122 shares; 2025Q2: 15,122 shares; 2025Q3: 17,422 shares; 2025Q4: 34,894 shares 34,894 $1.12M 0.02% +17,472 Timeline PATH UIPATH INC More: the full row for UIPATH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 56,241 shares; 2025Q1: 55,754 shares; 2025Q2: 55,544 shares; 2025Q3: 75,909 shares; 2025Q4: 67,914 shares 67,914 $1.11M 0.02% -7,995 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: 7,253 shares; 2024Q4: 8,215 shares; 2025Q1: 9,927 shares; 2025Q2: 9,936 shares; 2025Q3: 12,454 shares; 2025Q4: 11,064 shares 11,064 $1.11M 0.02% -1,390 Timeline CVLT COMMVAULT SYS INC More: the full row for COMMVAULT SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,781 shares; 2024Q4: not reported; 2025Q1: 3,321 shares; 2025Q2: 3,605 shares; 2025Q3: 14,832 shares; 2025Q4: 8,814 shares 8,814 $1.1M 0.02% -6,018 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,007 shares; 2025Q1: 10,782 shares; 2025Q2: 11,167 shares; 2025Q3: 11,473 shares; 2025Q4: 11,059 shares 11,059 $1.1M 0.02% -414 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: 16,886 shares; 2024Q4: 33,628 shares; 2025Q1: 36,232 shares; 2025Q2: 46,549 shares; 2025Q3: 18,399 shares; 2025Q4: 18,331 shares 18,331 $1.1M 0.02% -68 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,023 shares; 2025Q4: 24,241 shares 24,241 $1.09M 0.02% +6,218 Timeline ELF E L F BEAUTY INC More: the full row for E L F BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,160 shares; 2024Q4: 15,745 shares; 2025Q1: 19,402 shares; 2025Q2: 17,505 shares; 2025Q3: 16,667 shares; 2025Q4: 14,233 shares 14,233 $1.08M 0.02% -2,434 Timeline SSD SIMPSON MFG INC More: the full row for SIMPSON MFG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,563 shares; 2025Q1: 4,273 shares; 2025Q2: 5,563 shares; 2025Q3: 5,138 shares; 2025Q4: 6,692 shares 6,692 $1.08M 0.02% +1,554 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 28,331 shares 28,331 $1.08M 0.02% new Timeline FFIN FIRST FINL BANKSHARES INC More: the full row for FIRST FINL BANKSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,463 shares; 2024Q4: 29,139 shares; 2025Q1: 44,138 shares; 2025Q2: 46,261 shares; 2025Q3: 47,175 shares; 2025Q4: 36,024 shares 36,024 $1.08M 0.02% -11,151 Timeline S SENTINELONE INC More: the full row for SENTINELONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,801 shares; 2024Q4: 47,487 shares; 2025Q1: 53,851 shares; 2025Q2: 55,040 shares; 2025Q3: 59,276 shares; 2025Q4: 71,412 shares 71,412 $1.07M 0.02% +12,136 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,005 shares; 2024Q4: 6,041 shares; 2025Q1: 4,622 shares; 2025Q2: 1,877 shares; 2025Q3: not reported; 2025Q4: 5,932 shares 5,932 $1.07M 0.02% new Timeline KORE KORE GROUP HLDGS INC More: the full row for KORE GROUP 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: 250,000 shares; 2025Q3: 252,648 shares; 2025Q4: 252,648 shares 252,648 $1.07M 0.02% 0 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: 9,310 shares; 2024Q4: 8,825 shares; 2025Q1: 8,923 shares; 2025Q2: 8,896 shares; 2025Q3: 8,974 shares; 2025Q4: 8,995 shares 8,995 $1.07M 0.02% +21 Timeline ACAD ACADIA PHARMACEUTICALS INC More: the full row for ACADIA PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,587 shares; 2024Q4: 35,774 shares; 2025Q1: 35,971 shares; 2025Q2: 35,971 shares; 2025Q3: 37,878 shares; 2025Q4: 39,820 shares 39,820 $1.06M 0.02% +1,942 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,581 shares; 2024Q4: 2,595 shares; 2025Q1: 2,923 shares; 2025Q2: 2,811 shares; 2025Q3: 2,338 shares; 2025Q4: 2,797 shares 2,797 $1.06M 0.02% +459 Timeline SKYW SKYWEST INC More: the full row for SKYWEST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,597 shares; 2025Q1: 10,821 shares; 2025Q2: 11,261 shares; 2025Q3: 12,052 shares; 2025Q4: 10,513 shares 10,513 $1.06M 0.02% -1,539 Timeline FSS FEDERAL SIGNAL CORP More: the full row for FEDERAL SIGNAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,032 shares; 2024Q4: 8,836 shares; 2025Q1: 8,491 shares; 2025Q2: 8,564 shares; 2025Q3: 9,276 shares; 2025Q4: 9,706 shares 9,706 $1.05M 0.02% +430 Timeline SDY 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: 9,600 shares; 2024Q4: 9,600 shares; 2025Q1: 9,455 shares; 2025Q2: 7,796 shares; 2025Q3: 7,796 shares; 2025Q4: 7,571 shares 7,571 $1.05M 0.02% -225 Timeline SKWD SKYWARD SPECIALTY INS GROUP More: the full row for SKYWARD SPECIALTY INS GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,500 shares; 2024Q4: 16,500 shares; 2025Q1: 18,379 shares; 2025Q2: 12,886 shares; 2025Q3: 15,954 shares; 2025Q4: 20,554 shares 20,554 $1.05M 0.02% +4,600 Timeline PCOR PROCORE TECHNOLOGIES INC More: the full row for PROCORE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,701 shares; 2024Q4: 50,649 shares; 2025Q1: 49,594 shares; 2025Q2: 36,508 shares; 2025Q3: 36,466 shares; 2025Q4: 14,434 shares 14,434 $1.05M 0.02% -22,032 Timeline TCEHY TENCENT HOLDINGS LTD-UNS ADR More: the full row for TENCENT HOLDINGS LTD-UNS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,810 shares; 2024Q4: 11,885 shares; 2025Q1: 12,273 shares; 2025Q2: 13,314 shares; 2025Q3: 13,202 shares; 2025Q4: 13,640 shares 13,640 $1.05M 0.02% +438 Timeline TOST TOAST INC More: the full row for TOAST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,518 shares; 2024Q4: 21,368 shares; 2025Q1: 23,024 shares; 2025Q2: 20,157 shares; 2025Q3: 18,484 shares; 2025Q4: 29,365 shares 29,365 $1.04M 0.02% +10,881 Timeline MMS MAXIMUS INC More: the full row for MAXIMUS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,332 shares; 2024Q4: 10,388 shares; 2025Q1: 10,899 shares; 2025Q2: 11,014 shares; 2025Q3: 11,604 shares; 2025Q4: 12,074 shares 12,074 $1.04M 0.02% +470 Timeline EPAC ENERPAC TOOL GROUP CORP More: the full row for ENERPAC TOOL GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,825 shares; 2024Q4: 12,500 shares; 2025Q1: 14,725 shares; 2025Q2: 17,125 shares; 2025Q3: 21,600 shares; 2025Q4: 27,250 shares 27,250 $1.04M 0.02% +5,650 Timeline PLMR PALOMAR HLDGS INC More: the full row for PALOMAR HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,700 shares; 2024Q4: 8,426 shares; 2025Q1: 6,347 shares; 2025Q2: 3,754 shares; 2025Q3: 4,977 shares; 2025Q4: 7,731 shares 7,731 $1.04M 0.02% +2,754 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,861 shares; 2024Q4: 9,984 shares; 2025Q1: 10,043 shares; 2025Q2: 8,300 shares; 2025Q3: 8,381 shares; 2025Q4: 3,938 shares 3,938 $1.03M 0.02% -4,443 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,286 shares; 2024Q4: 38,007 shares; 2025Q1: 39,230 shares; 2025Q2: 38,687 shares; 2025Q3: 38,569 shares; 2025Q4: 38,092 shares 38,092 $1.03M 0.02% -477 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,972 shares; 2024Q4: 62,883 shares; 2025Q1: 53,635 shares; 2025Q2: 60,240 shares; 2025Q3: 63,869 shares; 2025Q4: 15,330 shares 15,330 $1.03M 0.02% -48,539 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,468 shares; 2024Q4: 6,498 shares; 2025Q1: 5,810 shares; 2025Q2: 3,307 shares; 2025Q3: 4,101 shares; 2025Q4: 4,578 shares 4,578 $1.03M 0.02% +477 Timeline TME TENCENT MUSIC ENTMT GROUP More: the full row for TENCENT MUSIC ENTMT GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 72,466 shares; 2025Q4: 58,566 shares 58,566 $1.03M 0.02% -13,900 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,090 shares; 2025Q4: 3,204 shares 3,204 $1.02M 0.02% +2,114 Timeline SFM SPROUTS FMRS MKT INC More: the full row for SPROUTS FMRS MKT 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: 12,848 shares 12,848 $1.02M 0.02% new Timeline SXI STANDEX INTL CORP More: the full row for STANDEX INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,762 shares; 2024Q4: 5,872 shares; 2025Q1: 6,222 shares; 2025Q2: 6,612 shares; 2025Q3: 5,487 shares; 2025Q4: 4,687 shares 4,687 $1.02M 0.02% -800 Timeline VCYT VERACYTE INC More: the full row for VERACYTE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,661 shares; 2024Q4: 17,049 shares; 2025Q1: 8,840 shares; 2025Q2: 8,869 shares; 2025Q3: 22,065 shares; 2025Q4: 24,094 shares 24,094 $1.01M 0.02% +2,029 Timeline GRAB GRAB HOLDINGS LIMITED More: the full row for GRAB HOLDINGS LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 58,494 shares; 2025Q2: 138,091 shares; 2025Q3: 176,670 shares; 2025Q4: 202,708 shares 202,708 $1.01M 0.02% +26,038 Timeline HHH HOWARD HUGHES HOLDINGS INC More: the full row for HOWARD HUGHES HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,115 shares; 2024Q4: 6,116 shares; 2025Q1: 6,187 shares; 2025Q2: 12,630 shares; 2025Q3: 12,629 shares; 2025Q4: 12,629 shares 12,629 $1.01M 0.02% 0 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,271 shares; 2025Q3: 1,170 shares; 2025Q4: 500 shares 500 $1.01M 0.02% -670 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,807 shares; 2025Q3: 9,470 shares; 2025Q4: 18,811 shares 18,811 $1M 0.02% +9,341 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,380 shares; 2024Q4: 26,142 shares; 2025Q1: 25,950 shares; 2025Q2: 23,242 shares; 2025Q3: 42,852 shares; 2025Q4: 42,799 shares 42,799 $1M 0.02% -53 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,598 shares; 2024Q4: 8,188 shares; 2025Q1: 4,127 shares; 2025Q2: 7,217 shares; 2025Q3: 6,121 shares; 2025Q4: 7,325 shares 7,325 $996K 0.02% +1,204 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,964 shares; 2024Q4: 1,964 shares; 2025Q1: 1,956 shares; 2025Q2: 1,952 shares; 2025Q3: 2,166 shares; 2025Q4: 3,431 shares 3,431 $996K 0.02% +1,265 Timeline BZ KANZHUN LIMITED More: the full row for KANZHUN LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 27,672 shares; 2025Q2: 27,672 shares; 2025Q3: 48,653 shares; 2025Q4: 48,653 shares 48,653 $992K 0.02% 0 Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,592 shares; 2024Q4: 11,435 shares; 2025Q1: 11,486 shares; 2025Q2: 10,046 shares; 2025Q3: 10,514 shares; 2025Q4: 11,027 shares 11,027 $988K 0.02% +513 Timeline JBTM JBT MAREL CORPORATION More: the full row for JBT MAREL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,400 shares; 2024Q4: 9,751 shares; 2025Q1: 8,683 shares; 2025Q2: 7,957 shares; 2025Q3: 7,557 shares; 2025Q4: 6,407 shares 6,407 $965K 0.02% -1,150 Timeline PRCT PROCEPT BIOROBOTICS CORP More: the full row for PROCEPT BIOROBOTICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,424 shares; 2024Q4: 4,649 shares; 2025Q1: 7,187 shares; 2025Q2: 11,947 shares; 2025Q3: 16,226 shares; 2025Q4: 30,634 shares 30,634 $964K 0.02% +14,408 Timeline RBC RBC BEARINGS INC More: the full row for RBC BEARINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,638 shares; 2024Q4: 2,863 shares; 2025Q1: 2,167 shares; 2025Q2: 2,514 shares; 2025Q3: 1,952 shares; 2025Q4: 2,139 shares 2,139 $959K 0.02% +187 Timeline TVTX TRAVERE THERAPEUTICS INC More: the full row for TRAVERE THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,532 shares; 2024Q4: 14,701 shares; 2025Q1: 15,959 shares; 2025Q2: 22,899 shares; 2025Q3: 23,695 shares; 2025Q4: 25,044 shares 25,044 $957K 0.02% +1,349 Timeline AEO AMERICAN EAGLE OUTFITTERS IN More: the full row for AMERICAN EAGLE OUTFITTERS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,395 shares; 2024Q4: 39,429 shares; 2025Q1: 20,469 shares; 2025Q2: 33,063 shares; 2025Q3: 34,891 shares; 2025Q4: 36,241 shares 36,241 $956K 0.02% +1,350 Timeline SCHB 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: 12,310 shares; 2024Q4: 35,545 shares; 2025Q1: 35,545 shares; 2025Q2: 35,522 shares; 2025Q3: 36,409 shares; 2025Q4: 36,348 shares 36,348 $953K 0.02% -61 Timeline FTV FORTIVE CORP More: the full row for FORTIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,085 shares; 2024Q4: 19,315 shares; 2025Q1: 15,242 shares; 2025Q2: 11,777 shares; 2025Q3: 11,572 shares; 2025Q4: 17,213 shares 17,213 $950K 0.02% +5,641 Timeline ALKT ALKAMI TECHNOLOGY INC More: the full row for ALKAMI TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,216 shares; 2025Q1: 26,791 shares; 2025Q2: 34,017 shares; 2025Q3: 33,974 shares; 2025Q4: 41,117 shares 41,117 $949K 0.02% +7,143 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: 3,854 shares; 2024Q4: 4,009 shares; 2025Q1: 4,328 shares; 2025Q2: 1,733 shares; 2025Q3: 1,927 shares; 2025Q4: 2,385 shares 2,385 $945K 0.02% +458 Timeline AMERICAN FUNDS EUPAC F1 AMERICAN FUNDS EUPAC F1 More: the full row for AMERICAN FUNDS EUPAC F1 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,303 shares; 2024Q4: 16,317 shares; 2025Q1: 16,317 shares; 2025Q2: 16,326 shares; 2025Q3: 16,326 shares; 2025Q4: 15,649 shares 15,649 $941K 0.02% -677 NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,958 shares; 2024Q4: 4,430 shares; 2025Q1: 4,418 shares; 2025Q2: 4,742 shares; 2025Q3: 3,905 shares; 2025Q4: 3,855 shares 3,855 $927K 0.02% -50 Timeline LVMUY LVMH MOET HENNESSY-UNSP ADR More: the full row for LVMH MOET HENNESSY-UNSP ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,207 shares; 2025Q3: 4,888 shares; 2025Q4: 6,099 shares 6,099 $924K 0.02% +1,211 Timeline DMXF 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: 8,758 shares; 2024Q4: 9,441 shares; 2025Q1: 10,886 shares; 2025Q2: 10,886 shares; 2025Q3: 10,886 shares; 2025Q4: 12,276 shares 12,276 $923K 0.02% +1,390 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,787 shares; 2024Q4: 16,649 shares; 2025Q1: 17,128 shares; 2025Q2: 17,250 shares; 2025Q3: 17,444 shares; 2025Q4: 17,338 shares 17,338 $916K 0.02% -106 Timeline MOD MODINE MFG CO More: the full row for MODINE MFG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,616 shares; 2024Q4: not reported; 2025Q1: 3,085 shares; 2025Q2: 9,013 shares; 2025Q3: 7,277 shares; 2025Q4: 6,832 shares 6,832 $912K 0.02% -445 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: 21,162 shares; 2024Q4: 21,231 shares; 2025Q1: 20,999 shares; 2025Q2: 56,003 shares; 2025Q3: 50,601 shares; 2025Q4: 33,136 shares 33,136 $911K 0.02% -17,465 Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 73,004 shares; 2025Q2: 73,004 shares; 2025Q3: 73,004 shares; 2025Q4: 73,004 shares 73,004 $907K 0.02% 0 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: 801 shares; 2024Q4: not reported; 2025Q1: 655 shares; 2025Q2: 1,169 shares; 2025Q3: 2,550 shares; 2025Q4: 1,935 shares 1,935 $907K 0.02% -615 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: 60,403 shares; 2024Q4: 77,796 shares; 2025Q1: 107,403 shares; 2025Q2: 110,071 shares; 2025Q3: 112,621 shares; 2025Q4: 22,137 shares 22,137 $902K 0.02% -90,484 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: 20,248 shares; 2024Q4: 19,399 shares; 2025Q1: 17,205 shares; 2025Q2: 7,494 shares; 2025Q3: 8,005 shares; 2025Q4: 10,993 shares 10,993 $901K 0.02% +2,988 Timeline HURN HURON CONSULTING GROUP INC More: the full row for HURON CONSULTING GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,414 shares; 2024Q4: 5,907 shares; 2025Q1: 5,916 shares; 2025Q2: 5,990 shares; 2025Q3: 6,369 shares; 2025Q4: 5,209 shares 5,209 $901K 0.02% -1,160 Timeline VRNS VARONIS SYS INC More: the full row for VARONIS SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,474 shares; 2024Q4: 15,113 shares; 2025Q1: 24,595 shares; 2025Q2: 24,747 shares; 2025Q3: 26,072 shares; 2025Q4: 27,326 shares 27,326 $896K 0.02% +1,254 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,736 shares; 2024Q4: 3,101 shares; 2025Q1: 2,555 shares; 2025Q2: 2,716 shares; 2025Q3: 3,045 shares; 2025Q4: 3,532 shares 3,532 $895K 0.02% +487 Timeline CVNA CARVANA CO More: the full row for CARVANA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,170 shares; 2024Q4: 4,848 shares; 2025Q1: 4,814 shares; 2025Q2: 3,132 shares; 2025Q3: 3,168 shares; 2025Q4: 2,113 shares 2,113 $892K 0.02% -1,055 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,666 shares; 2024Q4: 15,191 shares; 2025Q1: 15,452 shares; 2025Q2: 12,845 shares; 2025Q3: 7,076 shares; 2025Q4: 9,117 shares 9,117 $891K 0.02% +2,041 Timeline CBC CENTRAL BANCOMPANY More: the full row for CENTRAL BANCOMPANY Quarterly shares; oldest to newest; scale 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: 36,850 shares 36,850 $889K 0.02% new Timeline RLI RLI CORP More: the full row for RLI 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: 6,840 shares; 2025Q2: 6,824 shares; 2025Q3: 7,784 shares; 2025Q4: 13,883 shares 13,883 $888K 0.02% +6,099 Timeline BGC BGC GROUP INC More: the full row for BGC GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 113,705 shares; 2024Q4: 123,133 shares; 2025Q1: 88,300 shares; 2025Q2: 89,302 shares; 2025Q3: 95,128 shares; 2025Q4: 99,378 shares 99,378 $887K 0.02% +4,250 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,938 shares; 2025Q2: 11,328 shares; 2025Q3: 33,649 shares; 2025Q4: 33,743 shares 33,743 $883K 0.02% +94 Timeline CBSH COMMERCE BANCSHARES INC More: the full row for COMMERCE BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,778 shares 16,778 $878K 0.02% 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: not reported; 2024Q4: not reported; 2025Q1: 3,055 shares; 2025Q2: 4,400 shares; 2025Q3: 5,161 shares; 2025Q4: 8,481 shares 8,481 $878K 0.02% +3,320 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: 790 shares; 2024Q4: 580 shares; 2025Q1: 1,137 shares; 2025Q2: 1,119 shares; 2025Q3: 1,161 shares; 2025Q4: 1,161 shares 1,161 $875K 0.02% 0 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: 6,664 shares; 2024Q4: 2,973 shares; 2025Q1: 2,534 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,749 shares 7,749 $875K 0.02% new Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,925 shares 10,925 $871K 0.02% new Timeline PHR PHREESIA INC More: the full row for PHREESIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,356 shares; 2024Q4: 24,356 shares; 2025Q1: 44,616 shares; 2025Q2: 45,042 shares; 2025Q3: 45,822 shares; 2025Q4: 51,422 shares 51,422 $870K 0.02% +5,600 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,485 shares; 2024Q4: 1,464 shares; 2025Q1: 1,763 shares; 2025Q2: 1,867 shares; 2025Q3: 2,550 shares; 2025Q4: 3,568 shares 3,568 $867K 0.02% +1,018 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,302 shares; 2024Q4: 2,986 shares; 2025Q1: 3,000 shares; 2025Q2: 3,342 shares; 2025Q3: 3,727 shares; 2025Q4: 3,606 shares 3,606 $864K 0.02% -121 Timeline AUGO AURA MINERALS INC More: the full row for AURA MINERALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,800 shares; 2025Q4: 17,100 shares 17,100 $862K 0.02% +11,300 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,939 shares; 2024Q4: 9,921 shares; 2025Q1: 10,408 shares; 2025Q2: 9,172 shares; 2025Q3: 17,336 shares; 2025Q4: 20,893 shares 20,893 $860K 0.02% +3,557 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: 3,209 shares; 2024Q4: 3,173 shares; 2025Q1: 3,174 shares; 2025Q2: 3,254 shares; 2025Q3: 3,410 shares; 2025Q4: 3,416 shares 3,416 $857K 0.02% +6 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: not reported; 2025Q4: 7,989 shares 7,989 $856K 0.02% new Timeline COLUMBIA DIVIDENT INCOME COLUMBIA DIVIDENT INCOME More: the full row for COLUMBIA DIVIDENT INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,320 shares; 2024Q4: 29,010 shares; 2025Q1: 28,938 shares; 2025Q2: 28,650 shares; 2025Q3: 22,408 shares; 2025Q4: 23,064 shares 23,064 $855K 0.02% +656 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: 12,327 shares; 2025Q4: 17,799 shares 17,799 $854K 0.02% +5,472 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: 4,197 shares; 2024Q4: 4,191 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,145 shares; 2025Q4: 4,287 shares 4,287 $852K 0.02% +2,142 Timeline BMRN BIOMARIN PHARMACEUTICAL INC More: the full row for BIOMARIN PHARMACEUTICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,950 shares; 2024Q4: 3,958 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,032 shares; 2025Q4: 14,297 shares 14,297 $850K 0.02% +9,265 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,269 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,816 shares; 2025Q3: 5,547 shares; 2025Q4: 3,312 shares 3,312 $848K 0.02% -2,235 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,292 shares; 2024Q4: 61,281 shares; 2025Q1: 40,524 shares; 2025Q2: 40,830 shares; 2025Q3: 18,796 shares; 2025Q4: 18,806 shares 18,806 $838K 0.02% +10 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,861 shares; 2024Q4: not reported; 2025Q1: 4,471 shares; 2025Q2: not reported; 2025Q3: 6,590 shares; 2025Q4: 6,388 shares 6,388 $838K 0.02% -202 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,859 shares 4,859 $837K 0.02% new Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,218 shares; 2025Q3: not reported; 2025Q4: 4,308 shares 4,308 $834K 0.02% new Timeline COLUMBIA GLOBAL TECHNOLOGY … COLUMBIA GLOBAL TECHNOLOGY GROWTH… More: the full row for COLUMBIA GLOBAL TECHNOLOGY GROWTH A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,048 shares; 2025Q1: 8,048 shares; 2025Q2: 8,048 shares; 2025Q3: 7,707 shares; 2025Q4: 7,965 shares 7,965 $832K 0.02% +258