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: 639,855 shares; 2024Q4: 825,799 shares; 2025Q1: 830,277 shares; 2025Q2: 737,774 shares; 2025Q3: 906,088 shares; 2025Q4: 1,061,013 shares 1,061,013 $727M 7.14% +154,925 Timeline ABFL ABACUS FCF ETF TR More: the full row for ABACUS FCF ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,110,575 shares; 2024Q4: 7,038,056 shares; 2025Q1: 6,729,463 shares; 2025Q2: 6,634,697 shares; 2025Q3: 7,972,304 shares; 2025Q4: 8,219,704 shares 8,219,704 $587M 5.76% +247,400 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,778,447 shares; 2025Q1: 5,377,151 shares; 2025Q2: 4,788,949 shares; 2025Q3: 6,278,395 shares; 2025Q4: 9,529,543 shares 9,529,543 $579M 5.69% +3,251,148 Timeline PWRD TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 730,619 shares; 2024Q4: 2,663,043 shares; 2025Q1: 4,201,045 shares; 2025Q2: 2,362,961 shares; 2025Q3: 3,241,520 shares; 2025Q4: 5,303,116 shares 5,303,116 $510M 5.01% +2,061,596 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,362,441 shares; 2025Q1: 5,893,289 shares; 2025Q2: 5,754,734 shares; 2025Q3: 6,375,936 shares; 2025Q4: 8,992,718 shares 8,992,718 $475M 4.66% +2,616,782 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: 3,700,459 shares; 2024Q4: 3,664,585 shares; 2025Q1: 3,360,577 shares; 2025Q2: 3,005,172 shares; 2025Q3: 3,579,254 shares; 2025Q4: 5,182,551 shares 5,182,551 $464M 4.55% +1,603,297 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: 95,170 shares; 2024Q4: 2,598,183 shares; 2025Q1: 3,902,977 shares; 2025Q2: 3,465,893 shares; 2025Q3: 4,184,691 shares; 2025Q4: 6,740,260 shares 6,740,260 $453M 4.45% +2,555,569 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: 3,542,609 shares; 2025Q1: 3,756,820 shares; 2025Q2: 3,095,856 shares; 2025Q3: 3,673,763 shares; 2025Q4: 3,835,955 shares 3,835,955 $409M 4.02% +162,192 Timeline FBCG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,580,016 shares; 2025Q1: 6,679,781 shares; 2025Q2: 5,507,411 shares; 2025Q3: 7,011,069 shares; 2025Q4: 7,442,209 shares 7,442,209 $408M 4.01% +431,140 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,214,475 shares; 2024Q4: 2,940,413 shares; 2025Q1: 5,970,330 shares; 2025Q2: 5,869,906 shares; 2025Q3: 6,656,599 shares; 2025Q4: 8,650,398 shares 8,650,398 $398M 3.91% +1,993,799 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK 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: 11,940,004 shares 11,940,004 $398M 3.9% new Timeline JAVA 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: 3,095,605 shares; 2025Q2: 2,983,626 shares; 2025Q3: 3,761,884 shares; 2025Q4: 4,776,468 shares 4,776,468 $343M 3.36% +1,014,584 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: not reported; 2024Q4: 11,121 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 35,495 shares; 2025Q4: 657,578 shares 657,578 $311M 3.06% +622,083 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: 2,971,240 shares; 2024Q4: 2,948,330 shares; 2025Q1: 2,491,089 shares; 2025Q2: 2,466,758 shares; 2025Q3: 2,725,298 shares; 2025Q4: 2,907,609 shares 2,907,609 $290M 2.85% +182,311 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 273,176 shares; 2025Q4: 1,762,552 shares 1,762,552 $227M 2.23% +1,489,376 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,929,406 shares; 2024Q4: 3,310,399 shares; 2025Q1: 4,394,135 shares; 2025Q2: 4,189,223 shares; 2025Q3: 4,732,922 shares; 2025Q4: 3,620,443 shares 3,620,443 $206M 2.02% -1,112,479 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 906,996 shares; 2024Q4: 1,404,039 shares; 2025Q1: 1,308,001 shares; 2025Q2: 1,050,498 shares; 2025Q3: 1,114,634 shares; 2025Q4: 986,140 shares 986,140 $197M 1.93% -128,494 Timeline JCPB 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: not reported; 2025Q3: not reported; 2025Q4: 3,724,827 shares 3,724,827 $176M 1.73% new Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,461,629 shares; 2025Q1: 3,883,488 shares; 2025Q2: 3,637,880 shares; 2025Q3: 4,194,769 shares; 2025Q4: 3,553,862 shares 3,553,862 $147M 1.44% -640,907 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 272,960 shares; 2025Q2: 268,623 shares; 2025Q3: 593,126 shares; 2025Q4: 1,170,497 shares 1,170,497 $140M 1.37% +577,371 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,398,912 shares; 2024Q4: 1,970,053 shares; 2025Q1: 1,519,643 shares; 2025Q2: 1,488,220 shares; 2025Q3: 1,649,146 shares; 2025Q4: 1,457,076 shares 1,457,076 $139M 1.36% -192,070 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,848 shares; 2024Q4: 270,722 shares; 2025Q1: 268,736 shares; 2025Q2: 270,388 shares; 2025Q3: 473,409 shares; 2025Q4: 1,228,407 shares 1,228,407 $125M 1.23% +754,998 Timeline JIRE 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: 1,180,260 shares; 2025Q2: 1,057,253 shares; 2025Q3: 1,475,057 shares; 2025Q4: 1,616,537 shares 1,616,537 $121M 1.19% +141,480 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 439,747 shares; 2025Q1: 946,182 shares; 2025Q2: 931,850 shares; 2025Q3: 1,028,495 shares; 2025Q4: 1,094,255 shares 1,094,255 $112M 1.1% +65,760 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 273,322 shares 273,322 $108M 1.06% new Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 584,025 shares; 2024Q4: 753,522 shares; 2025Q1: 1,205,274 shares; 2025Q2: 1,131,829 shares; 2025Q3: 1,202,449 shares; 2025Q4: 1,187,564 shares 1,187,564 $96.4M 0.95% -14,885 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,614,432 shares; 2025Q2: 1,520,097 shares; 2025Q3: 1,622,239 shares; 2025Q4: 1,728,746 shares 1,728,746 $94.7M 0.93% +106,507 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: 1,110,385 shares; 2024Q4: 1,203,928 shares; 2025Q1: 1,194,432 shares; 2025Q2: 1,176,869 shares; 2025Q3: 1,261,838 shares; 2025Q4: 893,591 shares 893,591 $84.1M 0.83% -368,247 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: 8,870 shares; 2024Q4: 118,422 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 395,837 shares 395,837 $83.3M 0.82% new Timeline EMGF ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 427,016 shares; 2025Q1: 1,100,736 shares; 2025Q2: 978,931 shares; 2025Q3: 1,293,783 shares; 2025Q4: 1,312,767 shares 1,312,767 $75.9M 0.75% +18,984 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,633,151 shares 1,633,151 $74.2M 0.73% new 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: 520,043 shares; 2024Q4: 119,206 shares; 2025Q1: 129,680 shares; 2025Q2: 108,171 shares; 2025Q3: 103,740 shares; 2025Q4: 102,931 shares 102,931 $70.2M 0.69% -809 Timeline FESM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,780,989 shares 1,780,989 $67.3M 0.66% new Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,442,118 shares; 2025Q1: 1,518,996 shares; 2025Q2: 1,473,979 shares; 2025Q3: 1,607,939 shares; 2025Q4: 1,211,139 shares 1,211,139 $64M 0.63% -396,800 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,312,367 shares; 2025Q1: 1,182,327 shares; 2025Q2: 1,092,377 shares; 2025Q3: 1,351,798 shares; 2025Q4: 883,762 shares 883,762 $63.1M 0.62% -468,036 Timeline BRTR BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,178,554 shares 1,178,554 $59.8M 0.59% new Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 237,474 shares; 2024Q4: 220,191 shares; 2025Q1: 528,277 shares; 2025Q2: 206,817 shares; 2025Q3: 164,508 shares; 2025Q4: 280,574 shares 280,574 $53.7M 0.53% +116,066 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 398,524 shares; 2025Q1: 412,277 shares; 2025Q2: 407,796 shares; 2025Q3: 440,105 shares; 2025Q4: 464,304 shares 464,304 $51M 0.5% +24,199 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 805,360 shares; 2025Q1: 515,170 shares; 2025Q2: 458,110 shares; 2025Q3: 570,629 shares; 2025Q4: 434,249 shares 434,249 $49.5M 0.49% -136,380 Timeline IYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 532,080 shares 532,080 $49.1M 0.48% new Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 222,279 shares 222,279 $47.7M 0.47% new Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 311,510 shares; 2025Q1: 273,423 shares; 2025Q2: 280,593 shares; 2025Q3: 377,905 shares; 2025Q4: 445,174 shares 445,174 $47.7M 0.47% +67,269 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 591,064 shares; 2025Q2: 561,496 shares; 2025Q3: 692,656 shares; 2025Q4: 781,642 shares 781,642 $44.3M 0.44% +88,986 Timeline INMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,744,800 shares 1,744,800 $41.9M 0.41% new Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,448 shares; 2024Q4: 175,178 shares; 2025Q1: 223,034 shares; 2025Q2: 185,503 shares; 2025Q3: 315,669 shares; 2025Q4: 334,681 shares 334,681 $41.3M 0.41% +19,012 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: 225,544 shares; 2024Q4: 523,946 shares; 2025Q1: 531,792 shares; 2025Q2: 491,900 shares; 2025Q3: 582,095 shares; 2025Q4: 167,910 shares 167,910 $33.4M 0.33% -414,185 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 212,383 shares; 2024Q4: 1,000,289 shares; 2025Q1: 934,395 shares; 2025Q2: 925,848 shares; 2025Q3: 737,363 shares; 2025Q4: 627,479 shares 627,479 $32.9M 0.32% -109,884 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 147,881 shares; 2025Q1: 155,450 shares; 2025Q2: 151,829 shares; 2025Q3: 167,758 shares; 2025Q4: 331,427 shares 331,427 $31.9M 0.31% +163,669 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 554,817 shares; 2024Q4: 506,440 shares; 2025Q1: 69,065 shares; 2025Q2: 521,591 shares; 2025Q3: 457,781 shares; 2025Q4: 424,260 shares 424,260 $30.3M 0.3% -33,521 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: 458,667 shares; 2024Q4: 230,718 shares; 2025Q1: 10,607 shares; 2025Q2: 472,499 shares; 2025Q3: 167,961 shares; 2025Q4: 312,150 shares 312,150 $30M 0.29% +144,189 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,569 shares; 2025Q1: 2,272 shares; 2025Q2: not reported; 2025Q3: 147,918 shares; 2025Q4: 155,990 shares 155,990 $29.1M 0.29% +8,072 Timeline JBND 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: not reported; 2025Q3: 170,521 shares; 2025Q4: 473,515 shares 473,515 $25.6M 0.25% +302,994 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,254 shares; 2024Q4: 29,828 shares; 2025Q1: 43,013 shares; 2025Q2: 16,192 shares; 2025Q3: 80,566 shares; 2025Q4: 87,152 shares 87,152 $23.7M 0.23% +6,586 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: 19,963 shares; 2024Q4: 21,022 shares; 2025Q1: 20,098 shares; 2025Q2: 884 shares; 2025Q3: 43,354 shares; 2025Q4: 46,987 shares 46,987 $22.7M 0.22% +3,633 Timeline JMUB 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: not reported; 2025Q3: 90,289 shares; 2025Q4: 405,090 shares 405,090 $20.5M 0.2% +314,801 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 286,781 shares; 2025Q4: 293,295 shares 293,295 $19.4M 0.19% +6,514 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: 51,092 shares; 2024Q4: 31,924 shares; 2025Q1: 50,247 shares; 2025Q2: 18,088 shares; 2025Q3: 55,663 shares; 2025Q4: 57,400 shares 57,400 $18M 0.18% +1,737 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 600,838 shares; 2024Q4: 905,254 shares; 2025Q1: 1,036,343 shares; 2025Q2: 1,053,007 shares; 2025Q3: 855,851 shares; 2025Q4: 196,999 shares 196,999 $17.2M 0.17% -658,852 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: not reported; 2024Q4: 13,762 shares; 2025Q1: 255,641 shares; 2025Q2: 225,964 shares; 2025Q3: 44,783 shares; 2025Q4: 48,726 shares 48,726 $16.7M 0.16% +3,943 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: 69,485 shares; 2024Q4: 41,940 shares; 2025Q1: 61,511 shares; 2025Q2: 35,963 shares; 2025Q3: 58,864 shares; 2025Q4: 64,133 shares 64,133 $14.8M 0.15% +5,269 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: 176,574 shares; 2024Q4: 182,253 shares; 2025Q1: not reported; 2025Q2: 175,878 shares; 2025Q3: 251,490 shares; 2025Q4: 226,761 shares 226,761 $14.2M 0.14% -24,729 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: 1,442,047 shares; 2024Q4: 720,964 shares; 2025Q1: 649,863 shares; 2025Q2: 624,862 shares; 2025Q3: 658,065 shares; 2025Q4: 106,106 shares 106,106 $12.8M 0.13% -551,959 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,472 shares; 2025Q1: 24,228 shares; 2025Q2: 21,585 shares; 2025Q3: 24,734 shares; 2025Q4: 126,688 shares 126,688 $12.5M 0.12% +101,954 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 233,996 shares 233,996 $11.9M 0.12% new Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,630 shares; 2024Q4: 88,601 shares; 2025Q1: 157,571 shares; 2025Q2: 106,191 shares; 2025Q3: 220,546 shares; 2025Q4: 467,933 shares 467,933 $10.8M 0.11% +247,387 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 28,393 shares; 2025Q4: 30,802 shares 30,802 $10.7M 0.1% +2,409 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: 23,996 shares; 2024Q4: 23,602 shares; 2025Q1: 21,392 shares; 2025Q2: not reported; 2025Q3: 28,657 shares; 2025Q4: 31,385 shares 31,385 $10.1M 0.1% +2,728 Timeline IXUS 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: 67,590 shares; 2024Q4: 65,880 shares; 2025Q1: 61,194 shares; 2025Q2: 54,704 shares; 2025Q3: 103,123 shares; 2025Q4: 110,196 shares 110,196 $9.33M 0.09% +7,073 Timeline TFI 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: not reported; 2025Q3: not reported; 2025Q4: 201,597 shares 201,597 $9.21M 0.09% new Timeline MEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 143,639 shares; 2025Q1: 156,232 shares; 2025Q2: 154,659 shares; 2025Q3: 196,751 shares; 2025Q4: 180,115 shares 180,115 $9.06M 0.09% -16,636 Timeline ABLG ABACUS FCF ETF TR More: the full row for ABACUS FCF ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,233,331 shares; 2024Q4: 3,169,742 shares; 2025Q1: 2,833,798 shares; 2025Q2: 253,357 shares; 2025Q3: 428,332 shares; 2025Q4: 284,490 shares 284,490 $9.02M 0.09% -143,842 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: 21,444 shares; 2024Q4: 22,134 shares; 2025Q1: 22,395 shares; 2025Q2: not reported; 2025Q3: 26,677 shares; 2025Q4: 28,616 shares 28,616 $8.98M 0.09% +1,939 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 235,212 shares 235,212 $8.8M 0.09% new 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: 12,562 shares; 2024Q4: not reported; 2025Q1: 12,012 shares; 2025Q2: not reported; 2025Q3: 16,358 shares; 2025Q4: 17,549 shares 17,549 $7.89M 0.08% +1,191 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,770 shares; 2025Q3: 13,320 shares; 2025Q4: 11,388 shares 11,388 $7.52M 0.07% -1,932 Timeline MEM MATTHEWS ASIA FDS More: the full row for MATTHEWS ASIA FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,598,210 shares; 2025Q2: not reported; 2025Q3: 206,374 shares; 2025Q4: 207,058 shares 207,058 $7.41M 0.07% +684 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 104,257 shares 104,257 $6.75M 0.07% new Timeline KGC KINROSS GOLD CORP More: the full row for KINROSS GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,445 shares; 2024Q4: 81,862 shares; 2025Q1: 100,845 shares; 2025Q2: 79,260 shares; 2025Q3: 226,215 shares; 2025Q4: 235,889 shares 235,889 $6.64M 0.07% +9,674 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,157 shares; 2025Q1: not reported; 2025Q2: 5,552 shares; 2025Q3: 29,401 shares; 2025Q4: 68,805 shares 68,805 $6.62M 0.06% +39,404 Timeline INTF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 68,046 shares; 2025Q1: 123,410 shares; 2025Q2: 108,416 shares; 2025Q3: 173,881 shares; 2025Q4: 170,915 shares 170,915 $6.45M 0.06% -2,966 Timeline SHYM BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 134,243 shares; 2024Q4: 255,382 shares; 2025Q1: 264,155 shares; 2025Q2: 263,063 shares; 2025Q3: 273,429 shares; 2025Q4: 275,461 shares 275,461 $6.12M 0.06% +2,032 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: 113,587 shares; 2024Q4: 111,910 shares; 2025Q1: not reported; 2025Q2: 108,269 shares; 2025Q3: 16,112 shares; 2025Q4: 17,277 shares 17,277 $5.79M 0.06% +1,165 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: 9,890 shares; 2024Q4: 10,361 shares; 2025Q1: 10,177 shares; 2025Q2: 12,120 shares; 2025Q3: 9,363 shares; 2025Q4: 9,925 shares 9,925 $5.67M 0.06% +562 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 46,618 shares; 2025Q4: 51,354 shares 51,354 $5.13M 0.05% +4,736 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: 8,104 shares; 2024Q4: 13,475 shares; 2025Q1: 14,489 shares; 2025Q2: not reported; 2025Q3: 21,040 shares; 2025Q4: 22,217 shares 22,217 $5.08M 0.05% +1,177 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: 17,034 shares; 2024Q4: 16,126 shares; 2025Q1: 15,691 shares; 2025Q2: 10,868 shares; 2025Q3: 15,784 shares; 2025Q4: 17,101 shares 17,101 $4.88M 0.05% +1,317 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: not reported; 2024Q4: 8,327 shares; 2025Q1: 12,034 shares; 2025Q2: 7,830 shares; 2025Q3: 13,123 shares; 2025Q4: 13,741 shares 13,741 $4.64M 0.05% +618 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: 12,190 shares; 2024Q4: 12,542 shares; 2025Q1: 12,483 shares; 2025Q2: not reported; 2025Q3: 12,476 shares; 2025Q4: 13,070 shares 13,070 $4.58M 0.05% +594 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: 35,104 shares; 2024Q4: 37,299 shares; 2025Q1: 33,744 shares; 2025Q2: 21,699 shares; 2025Q3: 22,488 shares; 2025Q4: 23,311 shares 23,311 $4.54M 0.04% +823 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: 19,618 shares; 2024Q4: 20,122 shares; 2025Q1: 20,444 shares; 2025Q2: 19,200 shares; 2025Q3: 34,077 shares; 2025Q4: 36,378 shares 36,378 $4.54M 0.04% +2,301 Timeline TAFM AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS 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: 172,845 shares; 2025Q4: 175,156 shares 175,156 $4.45M 0.04% +2,311 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: not reported; 2024Q4: 16,760 shares; 2025Q1: 27,155 shares; 2025Q2: 20,887 shares; 2025Q3: 52,912 shares; 2025Q4: 53,701 shares 53,701 $4.39M 0.04% +789 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,012 shares; 2025Q1: 15,261 shares; 2025Q2: not reported; 2025Q3: 42,573 shares; 2025Q4: 23,782 shares 23,782 $4.37M 0.04% -18,791 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 74,291 shares 74,291 $4.06M 0.04% new Timeline IGEB 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: 61,058 shares; 2024Q4: 36,516 shares; 2025Q1: 43,617 shares; 2025Q2: 42,514 shares; 2025Q3: 78,255 shares; 2025Q4: 88,060 shares 88,060 $4.02M 0.04% +9,805 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: 2,443 shares; 2024Q4: 2,958 shares; 2025Q1: 3,153 shares; 2025Q2: 2,840 shares; 2025Q3: 4,285 shares; 2025Q4: 4,786 shares 4,786 $3.93M 0.04% +501 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: 6,801 shares; 2024Q4: 6,829 shares; 2025Q1: 6,942 shares; 2025Q2: 5,753 shares; 2025Q3: 9,857 shares; 2025Q4: 10,608 shares 10,608 $3.92M 0.04% +751 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: 19,587 shares; 2024Q4: 20,453 shares; 2025Q1: 21,207 shares; 2025Q2: 18,150 shares; 2025Q3: 27,772 shares; 2025Q4: 24,116 shares 24,116 $3.87M 0.04% -3,656 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: 34,914 shares; 2024Q4: 34,724 shares; 2025Q1: 34,535 shares; 2025Q2: 33,229 shares; 2025Q3: 29,275 shares; 2025Q4: 30,012 shares 30,012 $3.76M 0.04% +737 Timeline USFD US FOODS HLDG CORP More: the full row for US FOODS HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,137 shares; 2024Q4: 26,467 shares; 2025Q1: 26,903 shares; 2025Q2: 22,378 shares; 2025Q3: 42,526 shares; 2025Q4: 48,393 shares 48,393 $3.64M 0.04% +5,867 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: 26,918 shares; 2024Q4: 24,686 shares; 2025Q1: 24,893 shares; 2025Q2: 21,908 shares; 2025Q3: 31,347 shares; 2025Q4: 38,723 shares 38,723 $3.61M 0.04% +7,376 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,882 shares; 2024Q4: 6,165 shares; 2025Q1: 6,331 shares; 2025Q2: 5,435 shares; 2025Q3: 8,748 shares; 2025Q4: 9,539 shares 9,539 $3.41M 0.03% +791 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: 910 shares; 2024Q4: 2,596 shares; 2025Q1: 3,847 shares; 2025Q2: 4,130 shares; 2025Q3: 924 shares; 2025Q4: 3,104 shares 3,104 $3.34M 0.03% +2,180 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,750 shares; 2025Q4: 13,410 shares 13,410 $3.25M 0.03% +1,660 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: 217,733 shares; 2024Q4: 222,250 shares; 2025Q1: 214,976 shares; 2025Q2: 202,530 shares; 2025Q3: 59,006 shares; 2025Q4: 59,376 shares 59,376 $3.19M 0.03% +370 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: 21,174 shares; 2024Q4: 14,519 shares; 2025Q1: 14,634 shares; 2025Q2: 11,927 shares; 2025Q3: 16,207 shares; 2025Q4: 17,641 shares 17,641 $3.13M 0.03% +1,434 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: 6,811 shares; 2024Q4: 6,112 shares; 2025Q1: 6,937 shares; 2025Q2: 5,399 shares; 2025Q3: 10,442 shares; 2025Q4: 11,887 shares 11,887 $3.05M 0.03% +1,445 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,503 shares; 2024Q4: 97,968 shares; 2025Q1: 101,087 shares; 2025Q2: 88,733 shares; 2025Q3: 136,245 shares; 2025Q4: 174,612 shares 174,612 $3.03M 0.03% +38,367 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,685 shares; 2025Q4: 2,794 shares 2,794 $2.99M 0.03% +109 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,150 shares; 2024Q4: 8,206 shares; 2025Q1: 8,510 shares; 2025Q2: 7,281 shares; 2025Q3: 17,093 shares; 2025Q4: 17,868 shares 17,868 $2.91M 0.03% +775 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: 5,204 shares; 2024Q4: 4,808 shares; 2025Q1: 4,909 shares; 2025Q2: 4,505 shares; 2025Q3: 7,778 shares; 2025Q4: 8,561 shares 8,561 $2.88M 0.03% +783 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,523 shares; 2025Q4: 15,659 shares 15,659 $2.78M 0.03% +1,136 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 43,693 shares; 2025Q1: 19,963 shares; 2025Q2: not reported; 2025Q3: 22,058 shares; 2025Q4: 25,820 shares 25,820 $2.75M 0.03% +3,762 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,138 shares; 2024Q4: 36,957 shares; 2025Q1: 37,233 shares; 2025Q2: 24,214 shares; 2025Q3: 43,602 shares; 2025Q4: 44,614 shares 44,614 $2.7M 0.03% +1,012 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,130 shares; 2024Q4: 1,959 shares; 2025Q1: 1,931 shares; 2025Q2: 1,466 shares; 2025Q3: 2,685 shares; 2025Q4: 2,990 shares 2,990 $2.63M 0.03% +305 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: 30,438 shares; 2024Q4: 31,001 shares; 2025Q1: 30,797 shares; 2025Q2: not reported; 2025Q3: 15,481 shares; 2025Q4: 16,124 shares 16,124 $2.6M 0.03% +643 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: 535 shares; 2024Q4: 529 shares; 2025Q1: 536 shares; 2025Q2: 540 shares; 2025Q3: 862 shares; 2025Q4: 753 shares 753 $2.56M 0.03% -109 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,123 shares; 2024Q4: 27,910 shares; 2025Q1: 31,522 shares; 2025Q2: 30,896 shares; 2025Q3: 47,907 shares; 2025Q4: 54,614 shares 54,614 $2.45M 0.02% +6,707 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: 3,279 shares; 2024Q4: 3,397 shares; 2025Q1: 1,882 shares; 2025Q2: not reported; 2025Q3: 2,677 shares; 2025Q4: 25,855 shares 25,855 $2.42M 0.02% +23,178 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: 165 shares; 2024Q4: 162 shares; 2025Q1: 160 shares; 2025Q2: 125 shares; 2025Q3: 412 shares; 2025Q4: 443 shares 443 $2.37M 0.02% +31 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: 1,897 shares; 2024Q4: 1,536 shares; 2025Q1: 1,504 shares; 2025Q2: 1,282 shares; 2025Q3: 2,739 shares; 2025Q4: 2,924 shares 2,924 $2.37M 0.02% +185 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,451 shares; 2024Q4: 11,330 shares; 2025Q1: 11,554 shares; 2025Q2: 10,329 shares; 2025Q3: 9,907 shares; 2025Q4: 11,249 shares 11,249 $2.19M 0.02% +1,342 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,121 shares; 2024Q4: 2,215 shares; 2025Q1: 2,131 shares; 2025Q2: 1,584 shares; 2025Q3: 1,704 shares; 2025Q4: 1,800 shares 1,800 $2.19M 0.02% +96 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 28,506 shares; 2025Q4: 29,604 shares 29,604 $2.18M 0.02% +1,098 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: 7,333 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,405 shares; 2025Q4: 10,108 shares 10,108 $2.16M 0.02% +703 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,515 shares; 2024Q4: 49,845 shares; 2025Q1: 52,422 shares; 2025Q2: 54,484 shares; 2025Q3: 58,673 shares; 2025Q4: 61,502 shares 61,502 $2.15M 0.02% +2,829 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: not reported; 2024Q4: not reported; 2025Q1: 21,351 shares; 2025Q2: 21,051 shares; 2025Q3: 15,784 shares; 2025Q4: 30,583 shares 30,583 $2.14M 0.02% +14,799 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 236,657 shares; 2024Q4: 111,879 shares; 2025Q1: 20,170 shares; 2025Q2: 244,484 shares; 2025Q3: 112,419 shares; 2025Q4: 36,396 shares 36,396 $2.14M 0.02% -76,023 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,735 shares; 2025Q4: 7,265 shares 7,265 $2.13M 0.02% +530 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 166,335 shares; 2025Q4: 179,044 shares 179,044 $2.1M 0.02% +12,709 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: 8,850 shares; 2024Q4: 8,631 shares; 2025Q1: 10,138 shares; 2025Q2: 7,359 shares; 2025Q3: 15,418 shares; 2025Q4: 16,380 shares 16,380 $2.06M 0.02% +962 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,017 shares; 2025Q4: 9,847 shares 9,847 $2.05M 0.02% -1,170 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: not reported; 2024Q4: not reported; 2025Q1: 10,667 shares; 2025Q2: 8,895 shares; 2025Q3: 17,786 shares; 2025Q4: 20,063 shares 20,063 $2M 0.02% +2,277 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: 3,988 shares; 2024Q4: 4,359 shares; 2025Q1: 4,215 shares; 2025Q2: 3,226 shares; 2025Q3: 2,723 shares; 2025Q4: 3,015 shares 3,015 $2M 0.02% +292 Timeline EUSA ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 515,260 shares; 2025Q4: 19,311 shares 19,311 $2M 0.02% -495,949 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: 5,048 shares; 2024Q4: 6,528 shares; 2025Q1: 6,797 shares; 2025Q2: 6,166 shares; 2025Q3: 6,857 shares; 2025Q4: 6,855 shares 6,855 $1.98M 0.02% -2 Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,698 shares; 2024Q4: 34,917 shares; 2025Q1: 36,930 shares; 2025Q2: 35,685 shares; 2025Q3: 49,006 shares; 2025Q4: 51,305 shares 51,305 $1.97M 0.02% +2,299 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: 6,389 shares; 2024Q4: 6,507 shares; 2025Q1: 5,297 shares; 2025Q2: 4,503 shares; 2025Q3: 8,325 shares; 2025Q4: 8,951 shares 8,951 $1.91M 0.02% +626 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: 6,978 shares; 2024Q4: 7,611 shares; 2025Q1: 7,471 shares; 2025Q2: 6,900 shares; 2025Q3: 5,029 shares; 2025Q4: 5,211 shares 5,211 $1.83M 0.02% +182 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,025 shares; 2025Q4: 23,254 shares 23,254 $1.83M 0.02% +1,229 Timeline CVE CENOVUS ENERGY INC More: the full row for CENOVUS ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,178 shares; 2024Q4: 25,320 shares; 2025Q1: 63,596 shares; 2025Q2: 63,976 shares; 2025Q3: 101,726 shares; 2025Q4: 107,071 shares 107,071 $1.81M 0.02% +5,345 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: 4,717 shares; 2024Q4: 5,190 shares; 2025Q1: 5,326 shares; 2025Q2: 5,174 shares; 2025Q3: 6,088 shares; 2025Q4: 5,218 shares 5,218 $1.8M 0.02% -870 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS 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: 9,748 shares; 2025Q4: 10,159 shares 10,159 $1.76M 0.02% +411 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 26,665 shares 26,665 $1.74M 0.02% new Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,609 shares; 2025Q4: 10,615 shares 10,615 $1.71M 0.02% +1,006 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,630 shares; 2025Q4: 12,209 shares 12,209 $1.68M 0.02% +579 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: 4,318 shares; 2024Q4: 2,295 shares; 2025Q1: 2,702,694 shares; 2025Q2: 1,656 shares; 2025Q3: 2,352 shares; 2025Q4: 2,474 shares 2,474 $1.67M 0.02% +122 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV 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: 25,146 shares 25,146 $1.61M 0.02% new Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,275 shares; 2024Q4: 12,395 shares; 2025Q1: 10,870 shares; 2025Q2: 7,672 shares; 2025Q3: 11,152 shares; 2025Q4: 11,826 shares 11,826 $1.6M 0.02% +674 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,897 shares; 2024Q4: 7,907 shares; 2025Q1: 8,160 shares; 2025Q2: 7,347 shares; 2025Q3: 12,375 shares; 2025Q4: 12,051 shares 12,051 $1.6M 0.02% -324 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: 10,082 shares; 2024Q4: 14,164 shares; 2025Q1: 15,922 shares; 2025Q2: 18,246 shares; 2025Q3: 21,172 shares; 2025Q4: 16,566 shares 16,566 $1.55M 0.02% -4,606 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,851 shares; 2025Q1: 10,432 shares; 2025Q2: 8,884 shares; 2025Q3: 12,629 shares; 2025Q4: 13,406 shares 13,406 $1.5M 0.01% +777 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,933 shares; 2025Q4: 16,193 shares 16,193 $1.5M 0.01% +1,260 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: 8,126 shares; 2024Q4: 8,405 shares; 2025Q1: 8,513 shares; 2025Q2: 7,826 shares; 2025Q3: 14,298 shares; 2025Q4: 16,390 shares 16,390 $1.49M 0.01% +2,092 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,770 shares; 2024Q4: 3,161 shares; 2025Q1: 1,905 shares; 2025Q2: 1,481 shares; 2025Q3: 1,808 shares; 2025Q4: 9,335 shares 9,335 $1.43M 0.01% +7,527 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,890 shares 9,890 $1.42M 0.01% new Timeline AN AUTONATION INC More: the full row for AUTONATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,803 shares; 2024Q4: 4,985 shares; 2025Q1: 5,310 shares; 2025Q2: 4,232 shares; 2025Q3: 6,991 shares; 2025Q4: 6,885 shares 6,885 $1.42M 0.01% -106 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: 9,999 shares; 2024Q4: 8,870 shares; 2025Q1: 12,448 shares; 2025Q2: 14,187 shares; 2025Q3: 8,720 shares; 2025Q4: 9,390 shares 9,390 $1.41M 0.01% +670 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: 8,452 shares; 2024Q4: 8,187 shares; 2025Q1: 6,745 shares; 2025Q2: 5,692 shares; 2025Q3: 6,975 shares; 2025Q4: 7,603 shares 7,603 $1.37M 0.01% +628 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,814 shares; 2024Q4: 8,646 shares; 2025Q1: 8,769 shares; 2025Q2: 7,868 shares; 2025Q3: 6,970 shares; 2025Q4: 6,745 shares 6,745 $1.37M 0.01% -225 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: 3,709 shares; 2024Q4: 4,043 shares; 2025Q1: 4,228 shares; 2025Q2: 4,601 shares; 2025Q3: 3,997 shares; 2025Q4: 3,836 shares 3,836 $1.35M 0.01% -161 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,266 shares; 2025Q4: 4,683 shares 4,683 $1.35M 0.01% +1,417 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,303 shares; 2024Q4: 1,588 shares; 2025Q1: 2,155 shares; 2025Q2: 1,814 shares; 2025Q3: 5,919 shares; 2025Q4: 6,210 shares 6,210 $1.35M 0.01% +291 Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 169,432 shares; 2025Q4: 253,461 shares 253,461 $1.34M 0.01% +84,029 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: 3,683 shares; 2024Q4: 3,778 shares; 2025Q1: 3,813 shares; 2025Q2: 3,718 shares; 2025Q3: 2,452 shares; 2025Q4: 2,326 shares 2,326 $1.33M 0.01% -126 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: 7,023 shares; 2024Q4: 7,241 shares; 2025Q1: 6,655 shares; 2025Q2: 6,474 shares; 2025Q3: 5,622 shares; 2025Q4: 5,053 shares 5,053 $1.3M 0.01% -569 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: not reported; 2024Q4: 4,826 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,148 shares; 2025Q4: 12,291 shares 12,291 $1.29M 0.01% +143 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: 6,166 shares; 2024Q4: 5,847 shares; 2025Q1: 5,782 shares; 2025Q2: 6,379 shares; 2025Q3: 6,101 shares; 2025Q4: 6,297 shares 6,297 $1.28M 0.01% +196 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,391 shares; 2025Q4: 22,191 shares 22,191 $1.26M 0.01% +1,800 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: not reported; 2024Q4: 2,831 shares; 2025Q1: 3,487 shares; 2025Q2: not reported; 2025Q3: 11,618 shares; 2025Q4: 13,072 shares 13,072 $1.26M 0.01% +1,454 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,324 shares; 2024Q4: 6,795 shares; 2025Q1: 6,614 shares; 2025Q2: 6,468 shares; 2025Q3: 5,461 shares; 2025Q4: 5,510 shares 5,510 $1.23M 0.01% +49 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 45,676 shares; 2025Q4: 47,595 shares 47,595 $1.22M 0.01% +1,919 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: 6,185 shares; 2024Q4: 6,580 shares; 2025Q1: 6,515 shares; 2025Q2: 6,471 shares; 2025Q3: 5,984 shares; 2025Q4: 5,410 shares 5,410 $1.19M 0.01% -574 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 45,526 shares; 2025Q4: 50,985 shares 50,985 $1.19M 0.01% +5,459 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,851 shares; 2024Q4: 27,344 shares; 2025Q1: 29,113 shares; 2025Q2: 28,156 shares; 2025Q3: 31,738 shares; 2025Q4: 34,343 shares 34,343 $1.16M 0.01% +2,605 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: 5,344 shares; 2024Q4: 4,117 shares; 2025Q1: 4,923 shares; 2025Q2: 4,845 shares; 2025Q3: 3,650 shares; 2025Q4: 3,208 shares 3,208 $1.12M 0.01% -442 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,292 shares; 2024Q4: 17,898 shares; 2025Q1: 39,658 shares; 2025Q2: 48,065 shares; 2025Q3: 24,261 shares; 2025Q4: 28,966 shares 28,966 $1.11M 0.01% +4,705 Timeline IONS IONIS PHARMACEUTICALS INC More: the full row for IONIS PHARMACEUTICALS 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: 14,341 shares; 2025Q4: 13,990 shares 13,990 $1.11M 0.01% -351 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,971 shares; 2024Q4: 26,623 shares; 2025Q1: 27,637 shares; 2025Q2: 26,835 shares; 2025Q3: 26,187 shares; 2025Q4: 14,666 shares 14,666 $1.08M 0.01% -11,521 Timeline CPAY CORPAY INC More: the full row for CORPAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,589 shares; 2024Q4: 5,848 shares; 2025Q1: 6,060 shares; 2025Q2: 6,239 shares; 2025Q3: 3,770 shares; 2025Q4: 3,483 shares 3,483 $1.05M 0.01% -287 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,011 shares; 2024Q4: 5,209 shares; 2025Q1: 4,832 shares; 2025Q2: not reported; 2025Q3: 5,327 shares; 2025Q4: 6,333 shares 6,333 $1.03M 0.01% +1,006 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,900 shares; 2024Q4: 1,902 shares; 2025Q1: 1,884 shares; 2025Q2: 1,570 shares; 2025Q3: 1,720 shares; 2025Q4: 1,819 shares 1,819 $1.01M 0.01% +99 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: 3,982 shares; 2024Q4: 3,921 shares; 2025Q1: 4,030 shares; 2025Q2: 3,570 shares; 2025Q3: 5,926 shares; 2025Q4: 6,304 shares 6,304 $1M 0.01% +378 Timeline E ENI SPA More: the full row for ENI SPA 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: 25,142 shares; 2025Q4: 26,362 shares 26,362 $1M 0.01% +1,220 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO 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: 54,445 shares; 2025Q4: 62,576 shares 62,576 $992K 0.01% +8,131 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: not reported; 2024Q4: 9,598 shares; 2025Q1: 10,652 shares; 2025Q2: 8,444 shares; 2025Q3: 11,077 shares; 2025Q4: 8,673 shares 8,673 $987K 0.01% -2,404 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,658 shares; 2025Q4: 7,242 shares 7,242 $949K 0.01% +584 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,731 shares; 2025Q4: 5,540 shares 5,540 $948K 0.01% +809 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: 6,881 shares; 2024Q4: 7,599 shares; 2025Q1: 7,071 shares; 2025Q2: not reported; 2025Q3: 3,631 shares; 2025Q4: 4,565 shares 4,565 $945K 0.01% +934 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: 9,965 shares; 2024Q4: 13,523 shares; 2025Q1: not reported; 2025Q2: 8,901 shares; 2025Q3: 2,526 shares; 2025Q4: 2,527 shares 2,527 $944K 0.01% +1 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX 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: 11,575 shares; 2025Q4: 11,320 shares 11,320 $917K 0.01% -255 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,269 shares; 2025Q4: 2,054 shares 2,054 $912K 0.01% +785 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,630 shares; 2025Q4: 5,013 shares 5,013 $912K 0.01% -617 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 24,876 shares; 2025Q4: 26,159 shares 26,159 $908K 0.01% +1,283 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: 3,179 shares; 2024Q4: 3,077 shares; 2025Q1: 2,956 shares; 2025Q2: 2,894 shares; 2025Q3: 2,830 shares; 2025Q4: 3,124 shares 3,124 $885K 0.01% +294 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 29,877 shares; 2025Q4: 31,606 shares 31,606 $885K 0.01% +1,729 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,357 shares; 2025Q4: 14,414 shares 14,414 $870K 0.01% +1,057 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: 15,457 shares; 2024Q4: 16,275 shares; 2025Q1: 13,948 shares; 2025Q2: 14,350 shares; 2025Q3: 3,076 shares; 2025Q4: 3,221 shares 3,221 $864K 0.01% +145 Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 83,086 shares 83,086 $840K 0.01% new 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: 5,400 shares; 2024Q4: 5,160 shares; 2025Q1: 4,356 shares; 2025Q2: 2,703 shares; 2025Q3: 4,744 shares; 2025Q4: 5,024 shares 5,024 $814K 0.01% +280 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 31,756 shares 31,756 $808K 0.01% new 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: 1,969 shares; 2024Q4: 8,974 shares; 2025Q1: 9,231 shares; 2025Q2: 7,433 shares; 2025Q3: 5,321 shares; 2025Q4: 6,014 shares 6,014 $798K 0.01% +693 Timeline IX ORIX CORP More: the full row for ORIX 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: 23,542 shares; 2025Q4: 26,751 shares 26,751 $782K 0.01% +3,209 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: 3,836 shares; 2024Q4: 3,305 shares; 2025Q1: 2,885 shares; 2025Q2: 2,963 shares; 2025Q3: 2,550 shares; 2025Q4: 2,482 shares 2,482 $775K 0.01% -68 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,882 shares 4,882 $765K 0.01% new Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,629 shares; 2024Q4: 4,623 shares; 2025Q1: 4,742 shares; 2025Q2: 4,370 shares; 2025Q3: 3,721 shares; 2025Q4: 3,510 shares 3,510 $762K 0.01% -211 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,055 shares; 2025Q2: 4,719 shares; 2025Q3: 4,493 shares; 2025Q4: 5,259 shares 5,259 $761K 0.01% +766 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: 2,738 shares; 2024Q4: 2,742 shares; 2025Q1: 2,568 shares; 2025Q2: 2,530 shares; 2025Q3: 4,219 shares; 2025Q4: 4,203 shares 4,203 $757K 0.01% -16 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: 2,279 shares; 2024Q4: 2,461 shares; 2025Q1: 2,453 shares; 2025Q2: 2,570 shares; 2025Q3: 2,137 shares; 2025Q4: 2,474 shares 2,474 $756K 0.01% +337 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: not reported; 2024Q4: 8,297 shares; 2025Q1: 10,774 shares; 2025Q2: 10,671 shares; 2025Q3: 9,221 shares; 2025Q4: 9,388 shares 9,388 $754K 0.01% +167 Timeline TRMB TRIMBLE INC More: the full row for TRIMBLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,617 shares; 2025Q1: 8,464 shares; 2025Q2: 7,117 shares; 2025Q3: 8,384 shares; 2025Q4: 9,420 shares 9,420 $738K 0.01% +1,036 Timeline SN SHARKNINJA INC More: the full row for SHARKNINJA 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: 3,714 shares; 2025Q4: 6,576 shares 6,576 $736K 0.01% +2,862 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,241 shares; 2024Q4: 2,381 shares; 2025Q1: 2,417 shares; 2025Q2: 2,403 shares; 2025Q3: 2,127 shares; 2025Q4: 2,186 shares 2,186 $708K 0.01% +59 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 681 shares; 2025Q4: 1,381 shares 1,381 $705K 0.01% +700 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,365 shares; 2025Q4: 1,501 shares 1,501 $704K 0.01% +136 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: 3,586 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,407 shares; 2025Q4: 3,947 shares 3,947 $675K 0.01% +540 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,608 shares; 2025Q4: 2,775 shares 2,775 $674K 0.01% -833 Timeline MT ARCELORMITTAL SA LUXEMBOURG More: the full row for ARCELORMITTAL SA LUXEMBOURG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,849 shares; 2025Q4: 14,666 shares 14,666 $668K 0.01% +817 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,364 shares; 2025Q4: 2,163 shares 2,163 $666K 0.01% +799 Timeline PFGC PERFORMANCE FOOD GROUP CO More: the full row for PERFORMANCE FOOD GROUP CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,459 shares; 2024Q4: 9,868 shares; 2025Q1: 9,949 shares; 2025Q2: 8,769 shares; 2025Q3: 7,485 shares; 2025Q4: 7,294 shares 7,294 $656K 0.01% -191 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,038 shares; 2025Q4: 13,023 shares 13,023 $639K 0.01% +985 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,038 shares; 2025Q4: 3,179 shares 3,179 $627K 0.01% +141 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,521 shares; 2024Q4: 15,421 shares; 2025Q1: 15,697 shares; 2025Q2: 14,075 shares; 2025Q3: 4,218 shares; 2025Q4: 4,578 shares 4,578 $621K 0.01% +360 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,535 shares; 2024Q4: 2,395 shares; 2025Q1: 2,423 shares; 2025Q2: 2,565 shares; 2025Q3: 2,628 shares; 2025Q4: 2,400 shares 2,400 $621K 0.01% -228 Timeline APTV APTIV PLC More: the full row for APTIV PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,648 shares; 2025Q4: 8,115 shares 8,115 $617K 0.01% +1,467 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,074 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,856 shares; 2025Q4: 8,380 shares 8,380 $582K 0.01% +524 Timeline TS TENARIS S A More: the full row for TENARIS S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,068 shares; 2025Q4: 14,848 shares 14,848 $571K 0.01% +1,780 Timeline ARGX ARGENX SE More: the full row for ARGENX SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 655 shares; 2024Q4: 677 shares; 2025Q1: 691 shares; 2025Q2: 726 shares; 2025Q3: 637 shares; 2025Q4: 678 shares 678 $570K 0.01% +41 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,392 shares; 2024Q4: 83,081 shares; 2025Q1: 249,161 shares; 2025Q2: 73,888 shares; 2025Q3: 12,019 shares; 2025Q4: 7,140 shares 7,140 $563K 0.01% -4,879 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,595 shares 8,595 $562K 0.01% new 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: not reported; 2025Q3: 3,266 shares; 2025Q4: 3,362 shares 3,362 $552K 0.01% +96 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,685 shares; 2025Q4: 2,994 shares 2,994 $551K 0.01% +309 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: 4,744 shares; 2024Q4: 4,302 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,576 shares; 2025Q4: 1,682 shares 1,682 $550K 0.01% +106 Timeline FMHI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,517 shares; 2025Q1: 9,034 shares; 2025Q2: 9,246 shares; 2025Q3: 11,284 shares; 2025Q4: 11,421 shares 11,421 $547K 0.01% +137 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,831 shares 6,831 $540K 0.01% new Timeline HLI HOULIHAN LOKEY INC More: the full row for HOULIHAN LOKEY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,653 shares; 2024Q4: 3,259 shares; 2025Q1: 3,293 shares; 2025Q2: 2,908 shares; 2025Q3: 3,109 shares; 2025Q4: 3,098 shares 3,098 $540K 0.01% -11 Timeline PAYC PAYCOM SOFTWARE INC More: the full row for PAYCOM SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,305 shares; 2024Q4: 4,621 shares; 2025Q1: 4,662 shares; 2025Q2: 4,362 shares; 2025Q3: 3,260 shares; 2025Q4: 3,381 shares 3,381 $539K 0.01% +121 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,280 shares 4,280 $525K 0.01% new Timeline 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,826 shares; 2025Q4: 3,332 shares 3,332 $511K 0.01% +506 Timeline RS RELIANCE INC More: the full row for RELIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,715 shares 1,715 $495K <0.01% new Timeline HMC HONDA MOTOR CO LTD More: the full row for HONDA MOTOR CO 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: 14,543 shares; 2025Q4: 16,565 shares 16,565 $488K <0.01% +2,022 Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 27,223 shares; 2025Q4: 28,508 shares 28,508 $477K <0.01% +1,285 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,662 shares; 2025Q4: 2,222 shares 2,222 $476K <0.01% +560 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,275 shares; 2025Q4: 3,045 shares 3,045 $469K <0.01% -230 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,013 shares 1,013 $459K <0.01% new Timeline WDS WOODSIDE ENERGY GROUP LTD More: the full row for WOODSIDE ENERGY 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: not reported; 2025Q2: not reported; 2025Q3: 28,185 shares; 2025Q4: 29,167 shares 29,167 $455K <0.01% +982 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,949 shares; 2025Q4: 2,823 shares 2,823 $452K <0.01% +874 Timeline HELO 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: 1,025,631 shares; 2025Q1: 634,984 shares; 2025Q2: 593,021 shares; 2025Q3: 6,686 shares; 2025Q4: 6,692 shares 6,692 $445K <0.01% +6 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,856 shares; 2024Q4: 10,691 shares; 2025Q1: 10,771 shares; 2025Q2: not reported; 2025Q3: 806 shares; 2025Q4: 1,324 shares 1,324 $437K <0.01% +518 Timeline GRFS GRIFOLS S A More: the full row for GRIFOLS S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 46,442 shares; 2025Q4: 46,747 shares 46,747 $437K <0.01% +305 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: 7,443 shares; 2024Q4: 7,576 shares; 2025Q1: 7,460 shares; 2025Q2: 7,212 shares; 2025Q3: 2,759 shares; 2025Q4: 1,965 shares 1,965 $422K <0.01% -794 Timeline TXG 10X GENOMICS INC More: the full row for 10X GENOMICS 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: 23,948 shares; 2025Q4: 25,255 shares 25,255 $412K <0.01% +1,307 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,863 shares; 2024Q4: 13,980 shares; 2025Q1: 14,613 shares; 2025Q2: 9,771 shares; 2025Q3: 14,473 shares; 2025Q4: 6,381 shares 6,381 $407K <0.01% -8,092 Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,026 shares 2,026 $403K <0.01% new Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,943 shares; 2024Q4: 2,161 shares; 2025Q1: 2,266 shares; 2025Q2: 1,563 shares; 2025Q3: 2,328 shares; 2025Q4: 2,475 shares 2,475 $399K <0.01% +147 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: 5,596 shares; 2024Q4: 5,630 shares; 2025Q1: 5,842 shares; 2025Q2: not reported; 2025Q3: 2,846 shares; 2025Q4: 2,861 shares 2,861 $394K <0.01% +15 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 404 shares; 2025Q4: 421 shares 421 $393K <0.01% +17 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,039 shares; 2025Q3: 4,168 shares; 2025Q4: 4,281 shares 4,281 $390K <0.01% +113 Timeline MKSI MKS INC. More: the full row for MKS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,699 shares; 2025Q4: 2,438 shares 2,438 $390K <0.01% -261 Timeline NWG NATWEST GROUP PLC More: the full row for NATWEST GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,391 shares; 2025Q4: 22,235 shares 22,235 $389K <0.01% +2,844 Timeline LYV LIVE NATION ENTERTAINMENT IN More: the full row for LIVE NATION ENTERTAINMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,116 shares; 2024Q4: 3,138 shares; 2025Q1: 2,738 shares; 2025Q2: 2,322 shares; 2025Q3: 3,257 shares; 2025Q4: 2,706 shares 2,706 $386K <0.01% -551 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,673 shares 1,673 $377K <0.01% new Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,782 shares; 2025Q4: 2,939 shares 2,939 $375K <0.01% +157 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: not reported; 2025Q2: not reported; 2025Q3: 11,992 shares; 2025Q4: 14,209 shares 14,209 $372K <0.01% +2,217 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,760 shares; 2024Q4: 10,546 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,887 shares; 2025Q4: 7,303 shares 7,303 $372K <0.01% -584 Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,081 shares; 2024Q4: 2,130 shares; 2025Q1: 2,087 shares; 2025Q2: 2,156 shares; 2025Q3: 1,527 shares; 2025Q4: 1,465 shares 1,465 $370K <0.01% -62 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: 33,518 shares; 2024Q4: 33,815 shares; 2025Q1: 34,866 shares; 2025Q2: 33,691 shares; 2025Q3: 1,431 shares; 2025Q4: 1,405 shares 1,405 $363K <0.01% -26 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,162 shares; 2024Q4: 8,668 shares; 2025Q1: 9,030 shares; 2025Q2: 8,005 shares; 2025Q3: 6,454 shares; 2025Q4: 6,676 shares 6,676 $358K <0.01% +222 Timeline BURL BURLINGTON STORES INC More: the full row for BURLINGTON STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,226 shares 1,226 $354K <0.01% new Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 381 shares; 2025Q4: 540 shares 540 $353K <0.01% +159 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: 7,983 shares; 2024Q4: 5,790 shares; 2025Q1: 5,676 shares; 2025Q2: 4,438 shares; 2025Q3: 3,858 shares; 2025Q4: 4,152 shares 4,152 $353K <0.01% +294 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,079 shares; 2025Q4: 4,393 shares 4,393 $352K <0.01% +314 Timeline DASH DOORDASH INC More: the full row for DOORDASH 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: 1,406 shares; 2025Q4: 1,550 shares 1,550 $351K <0.01% +144 Timeline SMFG SUMITOMO MITSUI FIN GRP INC More: the full row for SUMITOMO MITSUI FIN GRP 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: 14,130 shares; 2025Q4: 18,012 shares 18,012 $348K <0.01% +3,882 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,069 shares; 2025Q2: 1,756 shares; 2025Q3: 1,505 shares; 2025Q4: 2,133 shares 2,133 $340K <0.01% +628 Timeline EQNR EQUINOR ASA More: the full row for EQUINOR ASA 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: 18,620 shares; 2025Q4: 14,358 shares 14,358 $339K <0.01% -4,262 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,858 shares; 2025Q4: 2,215 shares 2,215 $338K <0.01% +357 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 695 shares; 2025Q4: 379 shares 379 $327K <0.01% -316 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: 19,189 shares; 2024Q4: 23,076 shares; 2025Q1: 27,176 shares; 2025Q2: 28,401 shares; 2025Q3: 5,074 shares; 2025Q4: 2,591 shares 2,591 $326K <0.01% -2,483 Timeline VOD VODAFONE GROUP PLC More: the full row for VODAFONE GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,330 shares; 2025Q4: 24,676 shares 24,676 $326K <0.01% +2,346 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,353 shares 1,353 $323K <0.01% new Timeline PHG KONINKLIJKE PHILIPS N V More: the full row for KONINKLIJKE PHILIPS N V 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: 8,279 shares; 2025Q4: 11,909 shares 11,909 $323K <0.01% +3,630 Timeline NMR NOMURA HLDGS INC More: the full row for NOMURA 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: 35,527 shares; 2025Q4: 38,166 shares 38,166 $320K <0.01% +2,639 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: 6,966 shares; 2024Q4: 7,106 shares; 2025Q1: 7,021 shares; 2025Q2: 7,298 shares; 2025Q3: 3,359 shares; 2025Q4: 3,303 shares 3,303 $317K <0.01% -56 Timeline PUK PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,129 shares 10,129 $315K <0.01% new Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,340 shares; 2025Q4: 4,074 shares 4,074 $315K <0.01% +734 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 539 shares 539 $305K <0.01% new 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: 12,021 shares; 2024Q4: 11,251 shares; 2025Q1: 11,666 shares; 2025Q2: 13,133 shares; 2025Q3: 7,142 shares; 2025Q4: 3,766 shares 3,766 $304K <0.01% -3,376 Timeline CPNG COUPANG INC More: the full row for COUPANG 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: 12,517 shares; 2025Q4: 12,680 shares 12,680 $299K <0.01% +163 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: 13,393 shares; 2024Q4: 13,979 shares; 2025Q1: 14,474 shares; 2025Q2: 14,794 shares; 2025Q3: 7,702 shares; 2025Q4: 7,817 shares 7,817 $299K <0.01% +115 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: 21,291 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,660 shares 2,660 $296K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 735 shares 735 $287K <0.01% new Timeline OWL BLUE OWL CAPITAL INC More: the full row for BLUE OWL CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,163 shares; 2024Q4: 78,580 shares; 2025Q1: 77,253 shares; 2025Q2: 79,203 shares; 2025Q3: 54,038 shares; 2025Q4: 19,208 shares 19,208 $287K <0.01% -34,830 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,358 shares; 2025Q4: 1,256 shares 1,256 $284K <0.01% -102 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: 3,788 shares; 2024Q4: 909 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,029 shares 1,029 $283K <0.01% new Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,589 shares; 2024Q4: 1,599 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,256 shares; 2025Q4: 2,217 shares 2,217 $283K <0.01% -39 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,138 shares; 2025Q4: 1,255 shares 1,255 $275K <0.01% +117 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: 1,817 shares; 2024Q4: 1,876 shares; 2025Q1: 1,534 shares; 2025Q2: 1,416 shares; 2025Q3: 614 shares; 2025Q4: 590 shares 590 $275K <0.01% -24 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,345 shares; 2024Q4: 1,380 shares; 2025Q1: 1,393 shares; 2025Q2: 1,323 shares; 2025Q3: 537 shares; 2025Q4: 537 shares 537 $274K <0.01% 0 Timeline ALNY ALNYLAM PHARMACEUTICALS INC More: the full row for ALNYLAM PHARMACEUTICALS 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: 668 shares; 2025Q4: 688 shares 688 $274K <0.01% +20 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 841 shares; 2025Q4: 646 shares 646 $273K <0.01% -195 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,515 shares 3,515 $269K <0.01% new Timeline IGF 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: 42,607 shares; 2024Q4: 43,744 shares; 2025Q1: 45,148 shares; 2025Q2: 43,075 shares; 2025Q3: 4,440 shares; 2025Q4: 4,368 shares 4,368 $268K <0.01% -72 Timeline SRPT SAREPTA THERAPEUTICS INC More: the full row for SAREPTA THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,333 shares; 2025Q4: 12,283 shares 12,283 $264K <0.01% -2,050 Timeline IYJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,769 shares 1,769 $262K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,610 shares; 2025Q4: 1,892 shares 1,892 $257K <0.01% +282 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 693 shares; 2025Q4: 727 shares 727 $257K <0.01% +34 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,021 shares; 2024Q4: 109,139 shares; 2025Q1: 112,095 shares; 2025Q2: 114,975 shares; 2025Q3: 5,335 shares; 2025Q4: 5,070 shares 5,070 $255K <0.01% -265 Timeline BLD TOPBUILD COR More: the full row for TOPBUILD COR 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: 611 shares 611 $255K <0.01% new 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: 3,191 shares 3,191 $254K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,384 shares 1,384 $254K <0.01% new Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 579 shares; 2025Q4: 591 shares 591 $250K <0.01% +12 Timeline CAE CAE INC More: the full row for CAE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,805 shares; 2024Q4: 16,903 shares; 2025Q1: 18,002 shares; 2025Q2: 14,699 shares; 2025Q3: 7,954 shares; 2025Q4: 8,201 shares 8,201 $249K <0.01% +247 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: not reported; 2025Q3: 3,150 shares; 2025Q4: 2,914 shares 2,914 $249K <0.01% -236 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 517 shares; 2025Q4: 423 shares 423 $246K <0.01% -94 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,321 shares 1,321 $244K <0.01% new Timeline CCK CROWN HLDGS INC More: the full row for CROWN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,505 shares; 2024Q4: 5,018 shares; 2025Q1: 5,072 shares; 2025Q2: 4,303 shares; 2025Q3: not reported; 2025Q4: 2,327 shares 2,327 $240K <0.01% new 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: 452 shares; 2024Q4: not reported; 2025Q1: 558 shares; 2025Q2: 425 shares; 2025Q3: not reported; 2025Q4: 350 shares 350 $237K <0.01% new Timeline CLH CLEAN HARBORS INC More: the full row for CLEAN HARBORS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,041 shares; 2024Q4: 3,074 shares; 2025Q1: 3,215 shares; 2025Q2: 2,677 shares; 2025Q3: not reported; 2025Q4: 1,003 shares 1,003 $235K <0.01% new Timeline APLS APELLIS PHARMACEUTICALS INC More: the full row for APELLIS PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,227 shares 9,227 $232K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 457 shares 457 $230K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,002 shares 2,002 $226K <0.01% new 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: 9,243 shares; 2024Q4: 9,326 shares; 2025Q1: 9,313 shares; 2025Q2: 10,062 shares; 2025Q3: 3,104 shares; 2025Q4: 3,524 shares 3,524 $224K <0.01% +420 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: not reported; 2024Q4: 1,644 shares; 2025Q1: 9,931 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,482 shares 1,482 $213K <0.01% new Timeline TEVA TEVA PHARMACEUTICAL INDS LTD More: the full row for TEVA PHARMACEUTICAL INDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,783 shares 6,783 $212K <0.01% new Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 914 shares 914 $209K <0.01% new Timeline CHWY CHEWY INC More: the full row for CHEWY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,616 shares; 2024Q4: 13,862 shares; 2025Q1: 14,521 shares; 2025Q2: 10,759 shares; 2025Q3: 5,927 shares; 2025Q4: 6,321 shares 6,321 $209K <0.01% +394 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,925 shares; 2024Q4: not reported; 2025Q1: 7,281 shares; 2025Q2: 6,257 shares; 2025Q3: not reported; 2025Q4: 6,050 shares 6,050 $208K <0.01% new Timeline SNN SMITH & NEPHEW PLC More: the full row for SMITH & NEPHEW PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,078 shares; 2025Q4: 6,340 shares 6,340 $208K <0.01% +262 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,459 shares 1,459 $208K <0.01% new 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: 14,294 shares; 2024Q4: 14,436 shares; 2025Q1: 14,661 shares; 2025Q2: 20,224 shares; 2025Q3: 5,954 shares; 2025Q4: 3,648 shares 3,648 $201K <0.01% -2,306 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,945 shares; 2025Q4: 2,995 shares 2,995 $201K <0.01% +50 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 910 shares 910 $200K <0.01% new Timeline MFG MIZUHO FINANCIAL GROUP INC More: the full row for MIZUHO FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,651 shares; 2025Q4: 25,404 shares 25,404 $186K <0.01% +2,753 Timeline UWMC UWM HOLDINGS CORPORATION More: the full row for UWM HOLDINGS CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 50,937 shares; 2025Q4: 27,256 shares 27,256 $119K <0.01% -23,681 Timeline AEG AEGON LTD More: the full row for AEGON 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: 14,147 shares 14,147 $109K <0.01% new Timeline