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: 1,535,858 shares; 2024Q4: 1,495,951 shares; 2025Q1: 1,295,525 shares; 2025Q2: 210,393 shares; 2025Q3: 219,941 shares; 2025Q4: 225,671 shares 225,671 $75.7M 10.46% +5,730 Timeline FRDM EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 954,580 shares; 2025Q1: 204,242 shares; 2025Q2: 1,140,983 shares; 2025Q3: 1,173,034 shares; 2025Q4: 1,178,453 shares 1,178,453 $60.4M 8.35% +5,419 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: 3,895,053 shares; 2024Q4: 3,930,631 shares; 2025Q1: 3,512,926 shares; 2025Q2: 600,028 shares; 2025Q3: 618,692 shares; 2025Q4: 608,408 shares 608,408 $38M 5.26% -10,284 Timeline BND 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: 720,087 shares; 2024Q4: 769,951 shares; 2025Q1: 717,914 shares; 2025Q2: 248,394 shares; 2025Q3: 263,621 shares; 2025Q4: 289,840 shares 289,840 $21.5M 2.97% +26,219 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 844,259 shares; 2024Q4: 909,767 shares; 2025Q1: 805,253 shares; 2025Q2: 184,913 shares; 2025Q3: 202,420 shares; 2025Q4: 206,533 shares 206,533 $19.6M 2.72% +4,113 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: 2,211,011 shares; 2024Q4: 2,016,137 shares; 2025Q1: 1,814,957 shares; 2025Q2: 337,110 shares; 2025Q3: 347,043 shares; 2025Q4: 355,387 shares 355,387 $19.1M 2.64% +8,344 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: 106,977 shares; 2024Q4: 76,864 shares; 2025Q1: 72,706 shares; 2025Q2: 68,122 shares; 2025Q3: 68,994 shares; 2025Q4: 67,273 shares 67,273 $18.3M 2.53% -1,721 Timeline SUSL 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: 103,911 shares; 2024Q4: 110,771 shares; 2025Q1: 119,336 shares; 2025Q2: 127,760 shares; 2025Q3: 143,280 shares; 2025Q4: 148,459 shares 148,459 $18M 2.49% +5,179 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: 589,659 shares; 2024Q4: 591,629 shares; 2025Q1: 530,703 shares; 2025Q2: 157,618 shares; 2025Q3: 148,758 shares; 2025Q4: 159,210 shares 159,210 $17M 2.35% +10,452 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: 30,026 shares; 2024Q4: 31,702 shares; 2025Q1: 29,231 shares; 2025Q2: 28,592 shares; 2025Q3: 27,922 shares; 2025Q4: 27,479 shares 27,479 $13.3M 1.84% -443 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: 23,563 shares; 2024Q4: 29,101 shares; 2025Q1: 30,846 shares; 2025Q2: 32,290 shares; 2025Q3: 59,711 shares; 2025Q4: 63,726 shares 63,726 $11.9M 1.64% +4,015 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: 944,231 shares; 2024Q4: 936,540 shares; 2025Q1: 836,930 shares; 2025Q2: 114,387 shares; 2025Q3: 107,603 shares; 2025Q4: 110,702 shares 110,702 $11.9M 1.64% +3,099 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 361,870 shares; 2024Q4: 359,195 shares; 2025Q1: 310,932 shares; 2025Q2: 56,001 shares; 2025Q3: 58,824 shares; 2025Q4: 60,085 shares 60,085 $11.5M 1.59% +1,261 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: 183,628 shares; 2024Q4: 181,938 shares; 2025Q1: 159,845 shares; 2025Q2: 34,645 shares; 2025Q3: 37,956 shares; 2025Q4: 39,351 shares 39,351 $10.2M 1.4% +1,395 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: 34,816 shares; 2024Q4: 34,659 shares; 2025Q1: 30,072 shares; 2025Q2: 24,166 shares; 2025Q3: 30,777 shares; 2025Q4: 30,178 shares 30,178 $9.45M 1.31% -599 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: 13,645 shares; 2024Q4: 12,938 shares; 2025Q1: 11,605 shares; 2025Q2: 11,038 shares; 2025Q3: 10,357 shares; 2025Q4: 97,639 shares 97,639 $9.15M 1.27% +87,282 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: 21,702 shares; 2024Q4: 18,607 shares; 2025Q1: 15,106 shares; 2025Q2: 14,056 shares; 2025Q3: 13,338 shares; 2025Q4: 13,114 shares 13,114 $8.66M 1.2% -224 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 143,279 shares; 2024Q4: 140,604 shares; 2025Q1: 122,069 shares; 2025Q2: 24,651 shares; 2025Q3: 26,205 shares; 2025Q4: 27,165 shares 27,165 $7.88M 1.09% +960 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: 100,418 shares; 2024Q4: 105,596 shares; 2025Q1: 103,915 shares; 2025Q2: 72,546 shares; 2025Q3: 75,679 shares; 2025Q4: 80,713 shares 80,713 $7.77M 1.07% +5,034 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: 42,909 shares; 2024Q4: 38,664 shares; 2025Q1: 36,497 shares; 2025Q2: 35,295 shares; 2025Q3: 35,806 shares; 2025Q4: 32,888 shares 32,888 $7.59M 1.05% -2,918 Timeline JMSI 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: 11,729 shares; 2024Q4: 131,506 shares; 2025Q1: 121,134 shares; 2025Q2: 111,345 shares; 2025Q3: 126,002 shares; 2025Q4: 138,876 shares 138,876 $7M 0.97% +12,874 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 242,260 shares; 2024Q4: 634,796 shares; 2025Q1: 341,969 shares; 2025Q2: 257,871 shares; 2025Q3: 252,455 shares; 2025Q4: 259,636 shares 259,636 $6.81M 0.94% +7,181 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: 258,524 shares; 2024Q4: 276,709 shares; 2025Q1: 252,427 shares; 2025Q2: 83,853 shares; 2025Q3: 82,874 shares; 2025Q4: 86,017 shares 86,017 $6.78M 0.94% +3,143 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 138,562 shares; 2024Q4: 139,115 shares; 2025Q1: 139,115 shares; 2025Q2: 139,305 shares; 2025Q3: 139,305 shares; 2025Q4: 139,106 shares 139,106 $6.53M 0.9% -199 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: 29,890 shares; 2024Q4: 29,458 shares; 2025Q1: 14,117 shares; 2025Q2: 18,530 shares; 2025Q3: 20,377 shares; 2025Q4: 19,900 shares 19,900 $6.24M 0.86% -477 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: 150,157 shares; 2024Q4: 109,622 shares; 2025Q1: 63,577 shares; 2025Q2: 60,917 shares; 2025Q3: 58,912 shares; 2025Q4: 59,732 shares 59,732 $5.34M 0.74% +820 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 112,424 shares; 2024Q4: 111,595 shares; 2025Q1: 111,595 shares; 2025Q2: 110,105 shares; 2025Q3: 110,105 shares; 2025Q4: 100,182 shares 100,182 $5.04M 0.7% -9,923 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: 117,208 shares; 2024Q4: 124,638 shares; 2025Q1: 122,426 shares; 2025Q2: 114,193 shares; 2025Q3: 119,590 shares; 2025Q4: 130,355 shares 130,355 $4.87M 0.67% +10,765 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,313 shares; 2024Q4: 107,959 shares; 2025Q1: 114,140 shares; 2025Q2: 115,980 shares; 2025Q3: 119,717 shares; 2025Q4: 231,080 shares 231,080 $4.56M 0.63% +111,363 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,617 shares; 2024Q4: 116,116 shares; 2025Q1: 118,426 shares; 2025Q2: 123,978 shares; 2025Q3: 191,808 shares; 2025Q4: 232,520 shares 232,520 $4.55M 0.63% +40,712 Timeline HYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 196,340 shares; 2024Q4: 200,911 shares; 2025Q1: 184,540 shares; 2025Q2: 78,469 shares; 2025Q3: 81,630 shares; 2025Q4: 86,252 shares 86,252 $4.41M 0.61% +4,622 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: 8,439 shares; 2024Q4: 8,456 shares; 2025Q1: 8,497 shares; 2025Q2: 8,239 shares; 2025Q3: 7,755 shares; 2025Q4: 7,569 shares 7,569 $4.4M 0.61% -186 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: 3,800 shares; 2024Q4: 3,579 shares; 2025Q1: 3,581 shares; 2025Q2: 3,521 shares; 2025Q3: 3,269 shares; 2025Q4: 3,217 shares 3,217 $3.46M 0.48% -52 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: 10,744 shares; 2024Q4: 4,923 shares; 2025Q1: 4,925 shares; 2025Q2: 4,793 shares; 2025Q3: 4,795 shares; 2025Q4: 4,797 shares 4,797 $3.27M 0.45% +2 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 127,705 shares; 2024Q4: 124,921 shares; 2025Q1: 109,424 shares; 2025Q2: 16,000 shares; 2025Q3: 16,776 shares; 2025Q4: 17,362 shares 17,362 $3.08M 0.43% +586 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: 70,386 shares; 2024Q4: 66,950 shares; 2025Q1: 58,976 shares; 2025Q2: 41,723 shares; 2025Q3: 42,346 shares; 2025Q4: 42,111 shares 42,111 $2.78M 0.38% -235 Timeline BSCT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,801 shares; 2024Q4: 113,690 shares; 2025Q1: 120,688 shares; 2025Q2: 122,770 shares; 2025Q3: 126,705 shares; 2025Q4: 136,796 shares 136,796 $2.58M 0.36% +10,091 Timeline BSCU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,767 shares; 2024Q4: 89,944 shares; 2025Q1: 98,003 shares; 2025Q2: 99,941 shares; 2025Q3: 103,829 shares; 2025Q4: 151,359 shares 151,359 $2.56M 0.35% +47,530 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,162 shares; 2024Q4: 103,597 shares; 2025Q1: 109,823 shares; 2025Q2: 111,474 shares; 2025Q3: 115,056 shares; 2025Q4: 124,306 shares 124,306 $2.56M 0.35% +9,250 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: 101,938 shares; 2024Q4: 75,830 shares; 2025Q1: 50,146 shares; 2025Q2: 34,792 shares; 2025Q3: 34,322 shares; 2025Q4: 37,205 shares 37,205 $2.5M 0.35% +2,883 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: 16,647 shares; 2024Q4: 14,146 shares; 2025Q1: 15,993 shares; 2025Q2: 13,734 shares; 2025Q3: 23,602 shares; 2025Q4: 23,494 shares 23,494 $2.47M 0.34% -108 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,766 shares; 2024Q4: 2,832 shares; 2025Q1: 2,836 shares; 2025Q2: 2,445 shares; 2025Q3: 3,103 shares; 2025Q4: 3,257 shares 3,257 $2.23M 0.31% +154 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,982 shares; 2024Q4: 12,630 shares; 2025Q1: 8,144 shares; 2025Q2: 7,938 shares; 2025Q3: 8,104 shares; 2025Q4: 8,284 shares 8,284 $2.17M 0.3% +180 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: 2,981 shares; 2024Q4: 3,060 shares; 2025Q1: 3,020 shares; 2025Q2: 2,863 shares; 2025Q3: 2,587 shares; 2025Q4: 2,457 shares 2,457 $2.16M 0.3% -130 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,381 shares; 2024Q4: 1,414 shares; 2025Q1: 2,390 shares; 2025Q2: 3,960 shares; 2025Q3: 6,917 shares; 2025Q4: 7,138 shares 7,138 $2.11M 0.29% +221 Timeline BSCX INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,288 shares; 2024Q4: 71,354 shares; 2025Q1: 76,555 shares; 2025Q2: 78,195 shares; 2025Q3: 81,688 shares; 2025Q4: 91,222 shares 91,222 $1.96M 0.27% +9,534 Timeline BSCY INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 69,172 shares; 2025Q1: 75,356 shares; 2025Q2: 77,198 shares; 2025Q3: 81,173 shares; 2025Q4: 92,478 shares 92,478 $1.94M 0.27% +11,305 Timeline BSCW INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,431 shares; 2024Q4: 72,776 shares; 2025Q1: 78,379 shares; 2025Q2: 80,064 shares; 2025Q3: 83,405 shares; 2025Q4: 92,999 shares 92,999 $1.94M 0.27% +9,594 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: 576 shares; 2024Q4: 538 shares; 2025Q1: 550 shares; 2025Q2: 690 shares; 2025Q3: 1,887 shares; 2025Q4: 1,814 shares 1,814 $1.94M 0.27% -73 Timeline BSCV INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,844 shares; 2024Q4: 91,155 shares; 2025Q1: 98,856 shares; 2025Q2: 100,843 shares; 2025Q3: 104,813 shares; 2025Q4: 115,860 shares 115,860 $1.93M 0.27% +11,047 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: 7,555 shares; 2024Q4: 6,508 shares; 2025Q1: 7,373 shares; 2025Q2: 6,064 shares; 2025Q3: 5,781 shares; 2025Q4: 5,460 shares 5,460 $1.91M 0.26% -321 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: 111,255 shares; 2024Q4: 106,264 shares; 2025Q1: 105,510 shares; 2025Q2: 96,888 shares; 2025Q3: 85,645 shares; 2025Q4: 81,610 shares 81,610 $1.9M 0.26% -4,035 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: 14,414 shares; 2024Q4: 12,917 shares; 2025Q1: 12,189 shares; 2025Q2: 10,694 shares; 2025Q3: 8,455 shares; 2025Q4: 7,791 shares 7,791 $1.89M 0.26% -664 Timeline SUSA 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: 234,381 shares; 2024Q4: 233,514 shares; 2025Q1: 200,854 shares; 2025Q2: 13,582 shares; 2025Q3: 13,347 shares; 2025Q4: 13,365 shares 13,365 $1.86M 0.26% +18 Timeline BSCZ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 89,327 shares 89,327 $1.86M 0.26% 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: 4,893 shares; 2024Q4: 4,466 shares; 2025Q1: 4,097 shares; 2025Q2: 4,326 shares; 2025Q3: 3,868 shares; 2025Q4: 4,039 shares 4,039 $1.82M 0.25% +171 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: 4,045 shares; 2024Q4: 3,317 shares; 2025Q1: 3,615 shares; 2025Q2: 4,398 shares; 2025Q3: 4,454 shares; 2025Q4: 5,156 shares 5,156 $1.78M 0.25% +702 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: 28,711 shares; 2024Q4: 19,665 shares; 2025Q1: 19,433 shares; 2025Q2: 14,682 shares; 2025Q3: 14,745 shares; 2025Q4: 14,423 shares 14,423 $1.73M 0.24% -322 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,297 shares; 2024Q4: 3,410 shares; 2025Q1: 3,337 shares; 2025Q2: 2,876 shares; 2025Q3: 12,618 shares; 2025Q4: 12,620 shares 12,620 $1.72M 0.24% +2 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: 5,125 shares; 2024Q4: 5,112 shares; 2025Q1: 5,242 shares; 2025Q2: 5,560 shares; 2025Q3: 6,765 shares; 2025Q4: 6,637 shares 6,637 $1.71M 0.24% -128 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: 3,259 shares; 2024Q4: 3,210 shares; 2025Q1: 3,101 shares; 2025Q2: 3,123 shares; 2025Q3: 2,940 shares; 2025Q4: 2,952 shares 2,952 $1.69M 0.23% +12 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,353 shares; 2024Q4: 7,982 shares; 2025Q1: 7,120 shares; 2025Q2: 6,309 shares; 2025Q3: 6,317 shares; 2025Q4: 6,254 shares 6,254 $1.66M 0.23% -63 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,194 shares; 2024Q4: 1,747 shares; 2025Q1: 1,611 shares; 2025Q2: 1,560 shares; 2025Q3: 5,405 shares; 2025Q4: 5,291 shares 5,291 $1.65M 0.23% -114 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: 5,587 shares; 2024Q4: 11,263 shares; 2025Q1: 11,147 shares; 2025Q2: 11,006 shares; 2025Q3: 10,518 shares; 2025Q4: 10,484 shares 10,484 $1.62M 0.22% -34 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,680 shares; 2024Q4: 2,662 shares; 2025Q1: 2,179 shares; 2025Q2: 2,680 shares; 2025Q3: 2,542 shares; 2025Q4: 2,509 shares 2,509 $1.57M 0.22% -33 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: 3,220 shares; 2024Q4: 2,321 shares; 2025Q1: 2,689 shares; 2025Q2: 2,689 shares; 2025Q3: 3,179 shares; 2025Q4: 3,179 shares 3,179 $1.5M 0.21% 0 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: 9,500 shares; 2024Q4: 71,715 shares; 2025Q1: 71,611 shares; 2025Q2: 65,417 shares; 2025Q3: 61,745 shares; 2025Q4: 58,059 shares 58,059 $1.49M 0.21% -3,686 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: 1,927 shares; 2024Q4: 1,875 shares; 2025Q1: 1,785 shares; 2025Q2: 1,385 shares; 2025Q3: 7,894 shares; 2025Q4: 6,938 shares 6,938 $1.44M 0.2% -956 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: 15,054 shares; 2024Q4: 17,342 shares; 2025Q1: 17,492 shares; 2025Q2: 17,150 shares; 2025Q3: 18,088 shares; 2025Q4: 18,219 shares 18,219 $1.43M 0.2% +131 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: 4,194 shares; 2024Q4: 3,790 shares; 2025Q1: 3,885 shares; 2025Q2: 3,697 shares; 2025Q3: 4,351 shares; 2025Q4: 4,441 shares 4,441 $1.43M 0.2% +90 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: 282 shares; 2024Q4: 286 shares; 2025Q1: 276 shares; 2025Q2: 259 shares; 2025Q3: 237 shares; 2025Q4: 260 shares 260 $1.39M 0.19% +23 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,029 shares; 2024Q4: 4,042 shares; 2025Q1: 3,926 shares; 2025Q2: 4,100 shares; 2025Q3: 3,872 shares; 2025Q4: 3,722 shares 3,722 $1.38M 0.19% -150 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: 18,296 shares; 2024Q4: 15,970 shares; 2025Q1: 11,137 shares; 2025Q2: 10,545 shares; 2025Q3: 10,032 shares; 2025Q4: 9,917 shares 9,917 $1.37M 0.19% -115 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: 3,981 shares; 2024Q4: 3,981 shares; 2025Q1: 3,641 shares; 2025Q2: 3,543 shares; 2025Q3: 3,613 shares; 2025Q4: 3,613 shares 3,613 $1.35M 0.19% 0 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,918 shares; 2024Q4: 10,358 shares; 2025Q1: 9,849 shares; 2025Q2: 9,387 shares; 2025Q3: 8,426 shares; 2025Q4: 8,703 shares 8,703 $1.34M 0.18% +277 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: 4,151 shares; 2024Q4: 4,487 shares; 2025Q1: 4,535 shares; 2025Q2: 4,367 shares; 2025Q3: 4,806 shares; 2025Q4: 5,149 shares 5,149 $1.32M 0.18% +343 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: 70,812 shares; 2024Q4: 42,017 shares; 2025Q1: 22,258 shares; 2025Q2: 22,551 shares; 2025Q3: 22,623 shares; 2025Q4: 23,133 shares 23,133 $1.31M 0.18% +510 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,071 shares; 2024Q4: 3,045 shares; 2025Q1: 2,995 shares; 2025Q2: 2,838 shares; 2025Q3: 2,610 shares; 2025Q4: 2,504 shares 2,504 $1.31M 0.18% -106 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,591 shares; 2024Q4: 14,512 shares; 2025Q1: 14,571 shares; 2025Q2: 12,433 shares; 2025Q3: 11,563 shares; 2025Q4: 11,235 shares 11,235 $1.3M 0.18% -328 Timeline EMLC VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 213,345 shares; 2024Q4: 227,996 shares; 2025Q1: 48,812 shares; 2025Q2: 43,496 shares; 2025Q3: 45,208 shares; 2025Q4: 49,348 shares 49,348 $1.27M 0.18% +4,140 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,287 shares; 2024Q4: 1,357 shares; 2025Q1: 1,545 shares; 2025Q2: 1,817 shares; 2025Q3: 2,250 shares; 2025Q4: 2,155 shares 2,155 $1.25M 0.17% -95 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,011 shares; 2024Q4: 4,761 shares; 2025Q1: 4,870 shares; 2025Q2: 5,414 shares; 2025Q3: 19,221 shares; 2025Q4: 18,276 shares 18,276 $1.23M 0.17% -945 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: 1,212 shares; 2025Q2: 1,695 shares; 2025Q3: 1,892 shares; 2025Q4: 1,854 shares 1,854 $1.21M 0.17% -38 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: 6,524 shares; 2024Q4: 6,529 shares; 2025Q1: 6,894 shares; 2025Q2: 6,515 shares; 2025Q3: 6,137 shares; 2025Q4: 6,162 shares 6,162 $1.2M 0.17% +25 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,462 shares 1,462 $1.2M 0.17% new Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,445 shares; 2024Q4: 5,494 shares; 2025Q1: 6,302 shares; 2025Q2: 6,716 shares; 2025Q3: 6,147 shares; 2025Q4: 5,960 shares 5,960 $1.11M 0.15% -187 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,511 shares; 2025Q3: 1,280 shares; 2025Q4: 1,203 shares 1,203 $1.09M 0.15% -77 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: 10,374 shares; 2024Q4: 10,379 shares; 2025Q1: 11,038 shares; 2025Q2: 5,044 shares; 2025Q3: 5,169 shares; 2025Q4: 5,169 shares 5,169 $1.09M 0.15% 0 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: 3,603 shares; 2024Q4: 3,450 shares; 2025Q1: 3,339 shares; 2025Q2: 3,296 shares; 2025Q3: 3,478 shares; 2025Q4: 3,184 shares 3,184 $1.05M 0.15% -294 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,961 shares; 2024Q4: 15,905 shares; 2025Q1: 16,305 shares; 2025Q2: 15,856 shares; 2025Q3: 12,801 shares; 2025Q4: 11,992 shares 11,992 $1.05M 0.15% -809 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB 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: 15,784 shares; 2025Q3: 15,471 shares; 2025Q4: 14,807 shares 14,807 $1.03M 0.14% -664 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: 284,496 shares; 2024Q4: 233,580 shares; 2025Q1: 233,057 shares; 2025Q2: 211,958 shares; 2025Q3: 195,003 shares; 2025Q4: 194,779 shares 194,779 $1.03M 0.14% -224 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,273 shares; 2024Q4: 13,923 shares; 2025Q1: 14,708 shares; 2025Q2: 13,729 shares; 2025Q3: 11,287 shares; 2025Q4: 10,825 shares 10,825 $1.03M 0.14% -462 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: 2,260 shares; 2024Q4: 2,393 shares; 2025Q1: not reported; 2025Q2: 2,845 shares; 2025Q3: 5,941 shares; 2025Q4: 6,268 shares 6,268 $1.02M 0.14% +327 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,618 shares; 2024Q4: 4,724 shares; 2025Q1: 4,578 shares; 2025Q2: 3,243 shares; 2025Q3: 4,716 shares; 2025Q4: 5,642 shares 5,642 $1M 0.14% +926 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: 8,279 shares; 2024Q4: 8,344 shares; 2025Q1: 9,392 shares; 2025Q2: 10,144 shares; 2025Q3: 8,654 shares; 2025Q4: 7,970 shares 7,970 $999K 0.14% -684 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,027 shares; 2025Q4: 4,490 shares 4,490 $998K 0.14% +3,463 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,448 shares; 2024Q4: 19,767 shares; 2025Q1: 36,742 shares; 2025Q2: 43,542 shares; 2025Q3: 44,377 shares; 2025Q4: 40,036 shares 40,036 $997K 0.14% -4,341 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: 2,155 shares; 2024Q4: 2,208 shares; 2025Q1: 1,548 shares; 2025Q2: 1,493 shares; 2025Q3: 1,864 shares; 2025Q4: 1,756 shares 1,756 $995K 0.14% -108 Timeline JSTC TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,851 shares; 2024Q4: 48,761 shares; 2025Q1: 48,761 shares; 2025Q2: 48,758 shares; 2025Q3: 48,758 shares; 2025Q4: 48,758 shares 48,758 $989K 0.14% 0 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: 4,436 shares; 2024Q4: 4,538 shares; 2025Q1: 4,534 shares; 2025Q2: 3,108 shares; 2025Q3: 5,380 shares; 2025Q4: 4,932 shares 4,932 $972K 0.13% -448 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: 3,247 shares; 2024Q4: 3,306 shares; 2025Q1: 3,437 shares; 2025Q2: 3,259 shares; 2025Q3: 3,667 shares; 2025Q4: 2,812 shares 2,812 $968K 0.13% -855 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: 4,007 shares; 2024Q4: 4,369 shares; 2025Q1: 4,559 shares; 2025Q2: 3,760 shares; 2025Q3: 3,507 shares; 2025Q4: 3,343 shares 3,343 $966K 0.13% -164 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: 3,439 shares; 2024Q4: 3,363 shares; 2025Q1: 3,311 shares; 2025Q2: 3,134 shares; 2025Q3: 3,231 shares; 2025Q4: 3,404 shares 3,404 $964K 0.13% +173 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: 41,672 shares; 2024Q4: 39,780 shares; 2025Q1: 15,426 shares; 2025Q2: 14,305 shares; 2025Q3: 18,349 shares; 2025Q4: 11,802 shares 11,802 $964K 0.13% -6,547 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: 1,691 shares; 2024Q4: 1,421 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,950 shares; 2025Q4: 6,662 shares 6,662 $956K 0.13% -288 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: 2,665 shares; 2024Q4: 2,794 shares; 2025Q1: 2,524 shares; 2025Q2: 2,360 shares; 2025Q3: 3,084 shares; 2025Q4: 3,551 shares 3,551 $953K 0.13% +467 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,385 shares; 2025Q4: 1,662 shares 1,662 $952K 0.13% +277 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: 1,547 shares; 2024Q4: 1,535 shares; 2025Q1: 1,495 shares; 2025Q2: 1,428 shares; 2025Q3: 1,301 shares; 2025Q4: 6,131 shares 6,131 $939K 0.13% +4,830 Timeline IFF INTERNATIONAL FLAVORS&FRAGRA More: the full row for INTERNATIONAL FLAVORS&FRAGRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,899 shares; 2024Q4: 5,800 shares; 2025Q1: 6,270 shares; 2025Q2: 6,220 shares; 2025Q3: 12,112 shares; 2025Q4: 13,768 shares 13,768 $928K 0.13% +1,656 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: 1,920 shares; 2024Q4: 1,855 shares; 2025Q1: 1,712 shares; 2025Q2: 1,786 shares; 2025Q3: 1,474 shares; 2025Q4: 1,388 shares 1,388 $919K 0.13% -86 Timeline RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,911 shares; 2024Q4: 36,223 shares; 2025Q1: 35,060 shares; 2025Q2: 32,373 shares; 2025Q3: 28,604 shares; 2025Q4: 22,702 shares 22,702 $918K 0.13% -5,902 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: 6,320 shares; 2024Q4: 6,376 shares; 2025Q1: 6,382 shares; 2025Q2: 5,995 shares; 2025Q3: 4,994 shares; 2025Q4: 4,494 shares 4,494 $913K 0.13% -500 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,238 shares; 2024Q4: 6,947 shares; 2025Q1: 4,198 shares; 2025Q2: 4,632 shares; 2025Q3: 10,986 shares; 2025Q4: 11,824 shares 11,824 $911K 0.13% +838 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,651 shares; 2025Q3: 4,895 shares; 2025Q4: 5,167 shares 5,167 $909K 0.13% +272 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: 56,743 shares; 2024Q4: 62,368 shares; 2025Q1: 56,609 shares; 2025Q2: 42,356 shares; 2025Q3: 47,284 shares; 2025Q4: 46,773 shares 46,773 $904K 0.13% -511 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: 19,099 shares; 2024Q4: 13,798 shares; 2025Q1: 20,938 shares; 2025Q2: 19,201 shares; 2025Q3: 19,381 shares; 2025Q4: 18,171 shares 18,171 $891K 0.12% -1,210 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,689 shares; 2024Q4: 4,004 shares; 2025Q1: 3,799 shares; 2025Q2: 3,361 shares; 2025Q3: 5,083 shares; 2025Q4: 4,800 shares 4,800 $889K 0.12% -283 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: 1,149 shares; 2024Q4: 1,000 shares; 2025Q1: 1,119 shares; 2025Q2: 1,143 shares; 2025Q3: 1,411 shares; 2025Q4: 1,313 shares 1,313 $888K 0.12% -98 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,261 shares; 2024Q4: 7,281 shares; 2025Q1: 7,240 shares; 2025Q2: 6,533 shares; 2025Q3: 5,867 shares; 2025Q4: 5,507 shares 5,507 $885K 0.12% -360 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,786 shares; 2025Q2: 6,844 shares; 2025Q3: 22,210 shares; 2025Q4: 21,604 shares 21,604 $867K 0.12% -606 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,213 shares; 2024Q4: 2,168 shares; 2025Q1: 2,124 shares; 2025Q2: 2,126 shares; 2025Q3: 1,779 shares; 2025Q4: 1,849 shares 1,849 $867K 0.12% +70 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: 2,248 shares; 2024Q4: 2,255 shares; 2025Q1: 2,139 shares; 2025Q2: 2,273 shares; 2025Q3: 2,068 shares; 2025Q4: 1,936 shares 1,936 $860K 0.12% -132 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: 1,349 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,504 shares; 2025Q3: 3,748 shares; 2025Q4: 3,966 shares 3,966 $849K 0.12% +218 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: 23,513 shares; 2025Q2: 8,423 shares; 2025Q3: 8,441 shares; 2025Q4: 8,459 shares 8,459 $845K 0.12% +18 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,757 shares; 2024Q4: 24,309 shares; 2025Q1: 25,173 shares; 2025Q2: 39,545 shares; 2025Q3: 35,541 shares; 2025Q4: 33,831 shares 33,831 $840K 0.12% -1,710 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: 3,778 shares; 2024Q4: 3,710 shares; 2025Q1: 3,642 shares; 2025Q2: 3,460 shares; 2025Q3: 2,528 shares; 2025Q4: 2,368 shares 2,368 $829K 0.11% -160 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: 8,048 shares; 2024Q4: 8,633 shares; 2025Q1: 9,561 shares; 2025Q2: 9,493 shares; 2025Q3: 4,778 shares; 2025Q4: 5,182 shares 5,182 $828K 0.11% +404 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: 2,911 shares; 2025Q3: 3,441 shares; 2025Q4: 3,381 shares 3,381 $819K 0.11% -60 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: 21,173 shares; 2024Q4: 16,093 shares; 2025Q1: 9,524 shares; 2025Q2: 8,816 shares; 2025Q3: 8,860 shares; 2025Q4: 8,895 shares 8,895 $818K 0.11% +35 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: 7,686 shares; 2024Q4: 7,538 shares; 2025Q1: 9,758 shares; 2025Q2: 7,343 shares; 2025Q3: 7,317 shares; 2025Q4: 7,169 shares 7,169 $816K 0.11% -148 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,478 shares; 2024Q4: 2,288 shares; 2025Q1: 2,288 shares; 2025Q2: 2,288 shares; 2025Q3: 2,220 shares; 2025Q4: 2,220 shares 2,220 $799K 0.11% 0 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,204 shares; 2024Q4: 6,298 shares; 2025Q1: 6,757 shares; 2025Q2: 5,612 shares; 2025Q3: 5,939 shares; 2025Q4: 6,127 shares 6,127 $782K 0.11% +188 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 878 shares; 2024Q4: 878 shares; 2025Q1: 878 shares; 2025Q2: 878 shares; 2025Q3: 878 shares; 2025Q4: 1,037 shares 1,037 $782K 0.11% +159 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: 1,696 shares; 2024Q4: 1,544 shares; 2025Q1: 1,192 shares; 2025Q2: 1,136 shares; 2025Q3: 1,002 shares; 2025Q4: 1,156 shares 1,156 $779K 0.11% +154 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: 11,896 shares 11,896 $778K 0.11% new 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: 2,403 shares; 2024Q4: 2,294 shares; 2025Q1: 2,811 shares; 2025Q2: 2,736 shares; 2025Q3: 2,159 shares; 2025Q4: 2,201 shares 2,201 $774K 0.11% +42 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: 7,593 shares; 2025Q1: 6,979 shares; 2025Q2: 7,662 shares; 2025Q3: 6,874 shares; 2025Q4: 6,818 shares 6,818 $771K 0.11% -56 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,701 shares; 2025Q1: 3,881 shares; 2025Q2: 4,173 shares; 2025Q3: 2,470 shares; 2025Q4: 2,079 shares 2,079 $766K 0.11% -391 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: 7,204 shares; 2024Q4: 7,204 shares; 2025Q1: 7,722 shares; 2025Q2: 7,138 shares; 2025Q3: 7,138 shares; 2025Q4: 7,138 shares 7,138 $762K 0.11% 0 Timeline ESE ESCO TECHNOLOGIES INC More: the full row for ESCO 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: 4,683 shares; 2025Q4: 3,862 shares 3,862 $755K 0.1% -821 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,593 shares; 2024Q4: 3,647 shares; 2025Q1: 3,619 shares; 2025Q2: 3,787 shares; 2025Q3: 3,144 shares; 2025Q4: 3,286 shares 3,286 $748K 0.1% +142 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: 99,469 shares; 2024Q4: 99,868 shares; 2025Q1: 70,432 shares; 2025Q2: 62,702 shares; 2025Q3: 85,346 shares; 2025Q4: 89,076 shares 89,076 $747K 0.1% +3,730 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,255 shares; 2024Q4: 4,255 shares; 2025Q1: 2,580 shares; 2025Q2: 2,554 shares; 2025Q3: 2,554 shares; 2025Q4: 5,108 shares 5,108 $735K 0.1% +2,554 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,351 shares; 2024Q4: 2,103 shares; 2025Q1: 1,869 shares; 2025Q2: 2,206 shares; 2025Q3: 4,633 shares; 2025Q4: 4,162 shares 4,162 $731K 0.1% -471 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,655 shares; 2025Q4: 4,183 shares 4,183 $726K 0.1% -472 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: 6,917 shares; 2024Q4: 7,006 shares; 2025Q1: 6,970 shares; 2025Q2: 7,156 shares; 2025Q3: 7,001 shares; 2025Q4: 7,248 shares 7,248 $724K 0.1% +247 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: 9,979 shares; 2024Q4: 9,199 shares; 2025Q1: 7,150 shares; 2025Q2: 6,909 shares; 2025Q3: 6,418 shares; 2025Q4: 5,826 shares 5,826 $715K 0.1% -592 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: 1,119 shares; 2024Q4: 1,060 shares; 2025Q1: 983 shares; 2025Q2: 972 shares; 2025Q3: 832 shares; 2025Q4: 826 shares 826 $712K 0.1% -6 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: 2,987 shares; 2025Q2: 2,663 shares; 2025Q3: 4,316 shares; 2025Q4: 4,156 shares 4,156 $711K 0.1% -160 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,066 shares; 2025Q4: 7,110 shares 7,110 $706K 0.1% +1,044 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 340 shares; 2024Q4: 542 shares; 2025Q1: 387 shares; 2025Q2: 851 shares; 2025Q3: 1,111 shares; 2025Q4: 909 shares 909 $702K 0.1% -202 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,816 shares; 2024Q4: 2,653 shares; 2025Q1: 2,755 shares; 2025Q2: 2,892 shares; 2025Q3: 2,700 shares; 2025Q4: 3,035 shares 3,035 $695K 0.1% +335 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,575 shares; 2025Q4: 5,301 shares 5,301 $692K 0.1% -274 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,509 shares; 2025Q4: 7,813 shares 7,813 $690K 0.1% +304 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: 3,933 shares; 2025Q1: 4,070 shares; 2025Q2: 5,619 shares; 2025Q3: 3,935 shares; 2025Q4: 3,740 shares 3,740 $665K 0.09% -195 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: 1,350 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,512 shares; 2025Q4: 3,859 shares 3,859 $660K 0.09% +347 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,695 shares; 2024Q4: 20,492 shares; 2025Q1: 20,040 shares; 2025Q2: 19,313 shares; 2025Q3: 15,984 shares; 2025Q4: 16,056 shares 16,056 $654K 0.09% +72 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,624 shares; 2024Q4: 3,575 shares; 2025Q1: 3,758 shares; 2025Q2: 5,001 shares; 2025Q3: 3,993 shares; 2025Q4: 3,424 shares 3,424 $644K 0.09% -569 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: 33,570 shares; 2024Q4: 43,931 shares; 2025Q1: 41,717 shares; 2025Q2: 39,759 shares; 2025Q3: 41,251 shares; 2025Q4: 36,777 shares 36,777 $644K 0.09% -4,474 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,395 shares; 2024Q4: 2,376 shares; 2025Q1: 2,375 shares; 2025Q2: 2,131 shares; 2025Q3: 2,558 shares; 2025Q4: 2,853 shares 2,853 $638K 0.09% +295 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,454 shares; 2024Q4: 2,793 shares; 2025Q1: 2,464 shares; 2025Q2: 2,675 shares; 2025Q3: 4,034 shares; 2025Q4: 4,428 shares 4,428 $638K 0.09% +394 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,198 shares; 2025Q4: 8,021 shares 8,021 $637K 0.09% -177 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: 1,822 shares; 2024Q4: 1,547 shares; 2025Q1: 1,814 shares; 2025Q2: 1,934 shares; 2025Q3: 3,085 shares; 2025Q4: 2,825 shares 2,825 $637K 0.09% -260 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: 4,089 shares; 2024Q4: 3,702 shares; 2025Q1: 2,726 shares; 2025Q2: 2,066 shares; 2025Q3: 1,738 shares; 2025Q4: 1,925 shares 1,925 $630K 0.09% +187 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,043 shares; 2025Q2: 1,135 shares; 2025Q3: 2,386 shares; 2025Q4: 2,427 shares 2,427 $621K 0.09% +41 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 415 shares; 2024Q4: 427 shares; 2025Q1: 446 shares; 2025Q2: 409 shares; 2025Q3: 316 shares; 2025Q4: 365 shares 365 $617K 0.09% +49 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,363 shares; 2024Q4: 8,307 shares; 2025Q1: 9,088 shares; 2025Q2: 1,307 shares; 2025Q3: 1,360 shares; 2025Q4: 1,263 shares 1,263 $616K 0.09% -97 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,570 shares; 2024Q4: 3,409 shares; 2025Q1: 3,321 shares; 2025Q2: 3,041 shares; 2025Q3: 2,770 shares; 2025Q4: 2,693 shares 2,693 $614K 0.08% -77 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,011 shares; 2025Q1: not reported; 2025Q2: 3,369 shares; 2025Q3: 5,138 shares; 2025Q4: 5,575 shares 5,575 $611K 0.08% +437 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,459 shares; 2024Q4: 10,642 shares; 2025Q1: 9,461 shares; 2025Q2: 7,743 shares; 2025Q3: 7,599 shares; 2025Q4: 7,005 shares 7,005 $610K 0.08% -594 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,713 shares; 2024Q4: 4,713 shares; 2025Q1: 4,713 shares; 2025Q2: 4,713 shares; 2025Q3: 4,713 shares; 2025Q4: 4,713 shares 4,713 $607K 0.08% 0 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,634 shares; 2024Q4: 1,645 shares; 2025Q1: 1,581 shares; 2025Q2: 1,469 shares; 2025Q3: 1,185 shares; 2025Q4: 1,186 shares 1,186 $606K 0.08% +1 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,014 shares; 2024Q4: 7,014 shares; 2025Q1: 8,177 shares; 2025Q2: 7,014 shares; 2025Q3: 7,014 shares; 2025Q4: 13,541 shares 13,541 $601K 0.08% +6,527 Timeline AFRM AFFIRM HLDGS INC More: the full row for AFFIRM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,596 shares; 2024Q4: 13,422 shares; 2025Q1: 9,103 shares; 2025Q2: 8,857 shares; 2025Q3: 8,245 shares; 2025Q4: 8,053 shares 8,053 $599K 0.08% -192 Timeline CPA COPA HOLDINGS SA More: the full row for COPA HOLDINGS SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,311 shares; 2024Q4: 8,150 shares; 2025Q1: 8,039 shares; 2025Q2: 6,174 shares; 2025Q3: 5,749 shares; 2025Q4: 4,957 shares 4,957 $598K 0.08% -792 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,336 shares; 2024Q4: 5,018 shares; 2025Q1: 4,968 shares; 2025Q2: 5,005 shares; 2025Q3: 4,956 shares; 2025Q4: 4,887 shares 4,887 $591K 0.08% -69 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: 17,233 shares; 2024Q4: 7,941 shares; 2025Q1: 11,854 shares; 2025Q2: 11,672 shares; 2025Q3: 9,850 shares; 2025Q4: 9,212 shares 9,212 $590K 0.08% -638 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,163 shares; 2024Q4: 833 shares; 2025Q1: 1,493 shares; 2025Q2: 1,590 shares; 2025Q3: 1,719 shares; 2025Q4: 1,682 shares 1,682 $590K 0.08% -37 Timeline VNQI 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: 243,174 shares; 2024Q4: 257,911 shares; 2025Q1: 234,918 shares; 2025Q2: 13,038 shares; 2025Q3: 12,455 shares; 2025Q4: 12,847 shares 12,847 $589K 0.08% +392 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,668 shares; 2025Q4: 15,835 shares 15,835 $584K 0.08% +2,167 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,980 shares; 2024Q4: 4,405 shares; 2025Q1: 4,668 shares; 2025Q2: 3,923 shares; 2025Q3: 2,563 shares; 2025Q4: 2,372 shares 2,372 $584K 0.08% -191 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,423 shares; 2025Q4: 8,672 shares 8,672 $584K 0.08% -751 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,668 shares; 2024Q4: 17,464 shares; 2025Q1: 17,484 shares; 2025Q2: 21,112 shares; 2025Q3: 19,874 shares; 2025Q4: 20,357 shares 20,357 $580K 0.08% +483 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY 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: 20,107 shares 20,107 $579K 0.08% new Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,229 shares; 2024Q4: 3,225 shares; 2025Q1: 3,441 shares; 2025Q2: 2,766 shares; 2025Q3: 2,894 shares; 2025Q4: 2,776 shares 2,776 $579K 0.08% -118 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: 1,199 shares; 2024Q4: 1,127 shares; 2025Q1: 999 shares; 2025Q2: 778 shares; 2025Q3: 876 shares; 2025Q4: 1,006 shares 1,006 $577K 0.08% +130 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,327 shares; 2024Q4: 15,250 shares; 2025Q1: 19,345 shares; 2025Q2: 15,381 shares; 2025Q3: 13,301 shares; 2025Q4: 11,889 shares 11,889 $576K 0.08% -1,412 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: 12,711 shares; 2024Q4: 10,637 shares; 2025Q1: 5,141 shares; 2025Q2: 5,115 shares; 2025Q3: 4,648 shares; 2025Q4: 2,536 shares 2,536 $574K 0.08% -2,112 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 997 shares; 2025Q2: 1,621 shares; 2025Q3: 2,072 shares; 2025Q4: 2,379 shares 2,379 $574K 0.08% +307 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: 4,384 shares; 2024Q4: 4,451 shares; 2025Q1: 4,554 shares; 2025Q2: 4,811 shares; 2025Q3: 4,385 shares; 2025Q4: 3,938 shares 3,938 $570K 0.08% -447 Timeline SPXC SPX TECHNOLOGIES INC More: the full row for SPX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,063 shares; 2024Q4: 3,869 shares; 2025Q1: 3,754 shares; 2025Q2: 3,511 shares; 2025Q3: 3,061 shares; 2025Q4: 2,845 shares 2,845 $569K 0.08% -216 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,241 shares; 2024Q4: 8,189 shares; 2025Q1: 4,615 shares; 2025Q2: 7,507 shares; 2025Q3: 12,577 shares; 2025Q4: 12,122 shares 12,122 $564K 0.08% -455 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,786 shares; 2024Q4: 7,528 shares; 2025Q1: 8,401 shares; 2025Q2: 7,372 shares; 2025Q3: 6,856 shares; 2025Q4: 6,598 shares 6,598 $562K 0.08% -258 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: 2,694 shares; 2024Q4: 2,487 shares; 2025Q1: 2,454 shares; 2025Q2: 2,480 shares; 2025Q3: 2,449 shares; 2025Q4: 2,441 shares 2,441 $558K 0.08% -8 Timeline REPX RILEY EXPLORATION PERMIAN IN More: the full row for RILEY EXPLORATION PERMIAN IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,366 shares; 2025Q1: 11,166 shares; 2025Q2: 13,276 shares; 2025Q3: 16,163 shares; 2025Q4: 20,937 shares 20,937 $553K 0.08% +4,774 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,273 shares; 2024Q4: 7,747 shares; 2025Q1: 8,515 shares; 2025Q2: 7,751 shares; 2025Q3: 5,150 shares; 2025Q4: 7,131 shares 7,131 $552K 0.08% +1,981 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,209 shares; 2024Q4: 4,670 shares; 2025Q1: 5,236 shares; 2025Q2: 5,449 shares; 2025Q3: 4,054 shares; 2025Q4: 4,909 shares 4,909 $551K 0.08% +855 Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,805 shares; 2025Q1: 3,417 shares; 2025Q2: 5,793 shares; 2025Q3: 4,713 shares; 2025Q4: 3,302 shares 3,302 $549K 0.08% -1,411 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,224 shares; 2025Q4: 12,326 shares 12,326 $549K 0.08% +1,102 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: 3,184 shares; 2025Q3: 4,281 shares; 2025Q4: 4,035 shares 4,035 $549K 0.08% -246 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 134,523 shares; 2024Q4: 133,416 shares; 2025Q1: 118,117 shares; 2025Q2: 6,368 shares; 2025Q3: 6,267 shares; 2025Q4: 6,193 shares 6,193 $548K 0.08% -74 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: 1,377 shares; 2024Q4: 1,703 shares; 2025Q1: 2,271 shares; 2025Q2: 1,667 shares; 2025Q3: 1,721 shares; 2025Q4: 2,117 shares 2,117 $548K 0.08% +396 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: 26,156 shares; 2024Q4: 26,510 shares; 2025Q1: 26,253 shares; 2025Q2: 23,231 shares; 2025Q3: 20,982 shares; 2025Q4: 19,547 shares 19,547 $547K 0.08% -1,435 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: 3,100 shares; 2024Q4: 3,062 shares; 2025Q1: 1,268 shares; 2025Q2: 1,152 shares; 2025Q3: 1,114 shares; 2025Q4: 1,071 shares 1,071 $538K 0.07% -43 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,230 shares; 2024Q4: 3,957 shares; 2025Q1: 3,841 shares; 2025Q2: 4,869 shares; 2025Q3: 4,574 shares; 2025Q4: 4,565 shares 4,565 $535K 0.07% -9 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 462 shares; 2025Q4: 438 shares 438 $532K 0.07% -24 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,551 shares; 2024Q4: 4,570 shares; 2025Q1: 5,168 shares; 2025Q2: 3,280 shares; 2025Q3: 3,207 shares; 2025Q4: 4,103 shares 4,103 $529K 0.07% +896 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,114 shares; 2024Q4: 1,857 shares; 2025Q1: 1,339 shares; 2025Q2: 1,350 shares; 2025Q3: 1,382 shares; 2025Q4: 1,923 shares 1,923 $529K 0.07% +541 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,027 shares; 2024Q4: 1,773 shares; 2025Q1: 1,967 shares; 2025Q2: 2,359 shares; 2025Q3: 1,870 shares; 2025Q4: 1,936 shares 1,936 $529K 0.07% +66 Timeline TAK TAKEDA PHARMACEUTICAL CO LTD More: the full row for TAKEDA PHARMACEUTICAL CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,928 shares; 2024Q4: 40,379 shares; 2025Q1: 28,337 shares; 2025Q2: 42,949 shares; 2025Q3: 48,573 shares; 2025Q4: 33,741 shares 33,741 $526K 0.07% -14,832 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,058 shares; 2024Q4: 7,556 shares; 2025Q1: 8,127 shares; 2025Q2: 7,273 shares; 2025Q3: 5,233 shares; 2025Q4: 4,759 shares 4,759 $525K 0.07% -474 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: 472 shares; 2024Q4: 479 shares; 2025Q1: 393 shares; 2025Q2: not reported; 2025Q3: 289 shares; 2025Q4: 623 shares 623 $524K 0.07% +334 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,378 shares; 2025Q4: 1,819 shares 1,819 $519K 0.07% +441 Timeline WCC WESCO INTL INC More: the full row for WESCO INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,018 shares; 2024Q4: 2,692 shares; 2025Q1: 2,611 shares; 2025Q2: 2,751 shares; 2025Q3: 2,499 shares; 2025Q4: 2,119 shares 2,119 $518K 0.07% -380 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,600 shares; 2025Q1: 3,661 shares; 2025Q2: 4,135 shares; 2025Q3: 3,776 shares; 2025Q4: 3,815 shares 3,815 $516K 0.07% +39 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,834 shares; 2024Q4: 14,286 shares; 2025Q1: 12,508 shares; 2025Q2: 12,252 shares; 2025Q3: 10,755 shares; 2025Q4: 13,918 shares 13,918 $515K 0.07% +3,163 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,839 shares; 2025Q4: 3,839 shares 3,839 $508K 0.07% 0 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: 22,129 shares; 2025Q1: 22,186 shares; 2025Q2: 17,297 shares; 2025Q3: 17,879 shares; 2025Q4: 19,931 shares 19,931 $507K 0.07% +2,052 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC 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: 2,974 shares; 2025Q3: 5,225 shares; 2025Q4: 4,963 shares 4,963 $506K 0.07% -262 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,359 shares; 2024Q4: 6,915 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,188 shares; 2025Q4: 8,414 shares 8,414 $505K 0.07% +1,226 Timeline TNL TRAVEL PLUS LEISURE CO More: the full row for TRAVEL PLUS LEISURE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,800 shares; 2025Q4: 7,130 shares 7,130 $503K 0.07% +1,330 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,736 shares; 2025Q4: 11,519 shares 11,519 $502K 0.07% -217 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,503 shares; 2024Q4: 10,505 shares; 2025Q1: 9,992 shares; 2025Q2: 7,216 shares; 2025Q3: 7,103 shares; 2025Q4: 9,409 shares 9,409 $502K 0.07% +2,306 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,966 shares; 2024Q4: 4,301 shares; 2025Q1: 3,829 shares; 2025Q2: 4,893 shares; 2025Q3: 5,410 shares; 2025Q4: 5,634 shares 5,634 $501K 0.07% +224 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,309 shares; 2024Q4: 3,027 shares; 2025Q1: 3,082 shares; 2025Q2: 3,179 shares; 2025Q3: 2,299 shares; 2025Q4: 2,682 shares 2,682 $498K 0.07% +383 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: 1,721 shares; 2024Q4: 1,726 shares; 2025Q1: 1,686 shares; 2025Q2: 1,576 shares; 2025Q3: 1,944 shares; 2025Q4: 1,972 shares 1,972 $497K 0.07% +28 Timeline HST HOST HOTELS & RESORTS INC More: the full row for HOST HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,322 shares; 2024Q4: 20,039 shares; 2025Q1: 18,860 shares; 2025Q2: 28,201 shares; 2025Q3: 29,718 shares; 2025Q4: 28,048 shares 28,048 $497K 0.07% -1,670 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,254 shares; 2024Q4: 6,099 shares; 2025Q1: 5,410 shares; 2025Q2: 5,110 shares; 2025Q3: 5,466 shares; 2025Q4: 4,383 shares 4,383 $495K 0.07% -1,083 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,371 shares; 2024Q4: 2,453 shares; 2025Q1: 2,678 shares; 2025Q2: 2,651 shares; 2025Q3: 2,428 shares; 2025Q4: 2,213 shares 2,213 $494K 0.07% -215 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: 2,329 shares; 2024Q4: 2,454 shares; 2025Q1: 2,596 shares; 2025Q2: 2,683 shares; 2025Q3: 2,464 shares; 2025Q4: 2,202 shares 2,202 $491K 0.07% -262 Timeline VTS VITESSE ENERGY INC More: the full row for VITESSE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,262 shares; 2024Q4: 13,022 shares; 2025Q1: 16,775 shares; 2025Q2: 18,110 shares; 2025Q3: 21,678 shares; 2025Q4: 25,423 shares 25,423 $490K 0.07% +3,745 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 873 shares; 2024Q4: 836 shares; 2025Q1: 907 shares; 2025Q2: 1,034 shares; 2025Q3: 899 shares; 2025Q4: 997 shares 997 $489K 0.07% +98 Timeline L LOEWS CORP More: the full row for LOEWS 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: 4,668 shares; 2025Q4: 4,621 shares 4,621 $487K 0.07% -47 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,737 shares; 2024Q4: 10,394 shares; 2025Q1: 6,443 shares; 2025Q2: 5,106 shares; 2025Q3: 8,878 shares; 2025Q4: 8,987 shares 8,987 $485K 0.07% +109 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: 1,222 shares; 2024Q4: 601 shares; 2025Q1: not reported; 2025Q2: 437 shares; 2025Q3: 785 shares; 2025Q4: 1,038 shares 1,038 $483K 0.07% +253 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: 1,623 shares; 2024Q4: 1,583 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,863 shares; 2025Q4: 2,675 shares 2,675 $482K 0.07% +812 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: 29,324 shares; 2024Q4: 26,830 shares; 2025Q1: 17,628 shares; 2025Q2: 15,106 shares; 2025Q3: 13,397 shares; 2025Q4: 20,386 shares 20,386 $481K 0.07% +6,989 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,721 shares; 2025Q4: 3,585 shares 3,585 $476K 0.07% -1,136 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: 5,163 shares; 2024Q4: 2,886 shares; 2025Q1: 4,950 shares; 2025Q2: 4,950 shares; 2025Q3: 4,950 shares; 2025Q4: 4,950 shares 4,950 $475K 0.07% 0 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,649 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,830 shares; 2025Q3: 2,354 shares; 2025Q4: 2,570 shares 2,570 $473K 0.07% +216 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,034 shares; 2025Q3: 12,214 shares; 2025Q4: 11,463 shares 11,463 $472K 0.07% -751 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: 3,583 shares; 2024Q4: 3,275 shares; 2025Q1: 3,502 shares; 2025Q2: 4,015 shares; 2025Q3: 5,603 shares; 2025Q4: 6,234 shares 6,234 $470K 0.06% +631 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,510 shares; 2024Q4: 4,594 shares; 2025Q1: 4,488 shares; 2025Q2: 4,617 shares; 2025Q3: 4,478 shares; 2025Q4: 6,986 shares 6,986 $469K 0.06% +2,508 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,698 shares; 2025Q2: 1,890 shares; 2025Q3: 1,994 shares; 2025Q4: 2,274 shares 2,274 $466K 0.06% +280 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: 1,941 shares; 2024Q4: 1,095 shares; 2025Q1: not reported; 2025Q2: 2,340 shares; 2025Q3: 2,151 shares; 2025Q4: 2,021 shares 2,021 $457K 0.06% -130 Timeline AER AERCAP HOLDINGS NV More: the full row for AERCAP HOLDINGS NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,511 shares; 2024Q4: 3,247 shares; 2025Q1: 3,152 shares; 2025Q2: 2,650 shares; 2025Q3: 3,135 shares; 2025Q4: 3,165 shares 3,165 $455K 0.06% +30 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,560 shares; 2024Q4: 1,677 shares; 2025Q1: 1,472 shares; 2025Q2: 1,383 shares; 2025Q3: 3,452 shares; 2025Q4: 3,145 shares 3,145 $451K 0.06% -307 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: not reported; 2024Q4: 2,262 shares; 2025Q1: 2,323 shares; 2025Q2: 2,057 shares; 2025Q3: 3,287 shares; 2025Q4: 3,157 shares 3,157 $450K 0.06% -130 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: 3,595 shares; 2024Q4: 3,595 shares; 2025Q1: 3,598 shares; 2025Q2: 3,601 shares; 2025Q3: 3,604 shares; 2025Q4: 3,607 shares 3,607 $445K 0.06% +3 Timeline HUBS HUBSPOT INC More: the full row for HUBSPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,455 shares; 2024Q4: 1,850 shares; 2025Q1: 1,772 shares; 2025Q2: 1,766 shares; 2025Q3: 1,389 shares; 2025Q4: 1,107 shares 1,107 $444K 0.06% -282 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,071 shares; 2024Q4: 4,983 shares; 2025Q1: 5,291 shares; 2025Q2: 4,624 shares; 2025Q3: 4,343 shares; 2025Q4: 4,562 shares 4,562 $443K 0.06% +219 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: 3,542 shares; 2025Q2: 8,019 shares; 2025Q3: 8,340 shares; 2025Q4: 5,442 shares 5,442 $441K 0.06% -2,898 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,346 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,807 shares; 2025Q4: 7,498 shares 7,498 $438K 0.06% +1,691 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: 2,364 shares; 2024Q4: not reported; 2025Q1: 6,445 shares; 2025Q2: 6,652 shares; 2025Q3: 5,102 shares; 2025Q4: 4,511 shares 4,511 $433K 0.06% -591 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,971 shares; 2024Q4: 8,746 shares; 2025Q1: 11,510 shares; 2025Q2: 8,337 shares; 2025Q3: 9,433 shares; 2025Q4: 8,731 shares 8,731 $430K 0.06% -702 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,645 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,585 shares; 2025Q3: 3,114 shares; 2025Q4: 2,625 shares 2,625 $428K 0.06% -489 Timeline DLTR DOLLAR TREE INC More: the full row for DOLLAR TREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,180 shares; 2025Q1: 3,345 shares; 2025Q2: 4,221 shares; 2025Q3: 4,083 shares; 2025Q4: 3,409 shares 3,409 $419K 0.06% -674 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,633 shares; 2024Q4: 2,654 shares; 2025Q1: 2,654 shares; 2025Q2: 2,654 shares; 2025Q3: 2,565 shares; 2025Q4: 2,490 shares 2,490 $418K 0.06% -75 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,246 shares; 2024Q4: 9,398 shares; 2025Q1: not reported; 2025Q2: 10,407 shares; 2025Q3: 16,906 shares; 2025Q4: 23,889 shares 23,889 $414K 0.06% +6,983 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: 3,068 shares; 2024Q4: 3,020 shares; 2025Q1: 2,970 shares; 2025Q2: 2,517 shares; 2025Q3: 2,644 shares; 2025Q4: 2,551 shares 2,551 $413K 0.06% -93 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 517 shares; 2024Q4: 497 shares; 2025Q1: 506 shares; 2025Q2: 519 shares; 2025Q3: 476 shares; 2025Q4: 407 shares 407 $411K 0.06% -69 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,597 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,457 shares; 2025Q4: 8,748 shares 8,748 $409K 0.06% +291 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,309 shares; 2024Q4: 1,234 shares; 2025Q1: 1,257 shares; 2025Q2: 1,332 shares; 2025Q3: 1,250 shares; 2025Q4: 1,281 shares 1,281 $408K 0.06% +31 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 383 shares; 2025Q1: 356 shares; 2025Q2: 420 shares; 2025Q3: 362 shares; 2025Q4: 379 shares 379 $406K 0.06% +17 Timeline ACM AECOM More: the full row for AECOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,696 shares; 2024Q4: 5,820 shares; 2025Q1: 5,870 shares; 2025Q2: 5,448 shares; 2025Q3: 4,100 shares; 2025Q4: 4,231 shares 4,231 $403K 0.06% +131 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: 1,761 shares; 2024Q4: 1,654 shares; 2025Q1: 1,108 shares; 2025Q2: 877 shares; 2025Q3: 899 shares; 2025Q4: 881 shares 881 $399K 0.06% -18 Timeline DCI DONALDSON INC More: the full row for DONALDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,182 shares; 2024Q4: 6,619 shares; 2025Q1: 4,662 shares; 2025Q2: 6,396 shares; 2025Q3: 4,660 shares; 2025Q4: 4,494 shares 4,494 $398K 0.06% -166 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: 1,327 shares; 2025Q3: 2,397 shares; 2025Q4: 2,143 shares 2,143 $395K 0.05% -254 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 642 shares; 2024Q4: 563 shares; 2025Q1: 683 shares; 2025Q2: 725 shares; 2025Q3: 622 shares; 2025Q4: 644 shares 644 $394K 0.05% +22 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,673 shares; 2025Q3: 8,673 shares; 2025Q4: 8,673 shares 8,673 $392K 0.05% 0 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: 679 shares; 2024Q4: 705 shares; 2025Q1: 810 shares; 2025Q2: 832 shares; 2025Q3: 821 shares; 2025Q4: 926 shares 926 $391K 0.05% +105 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,464 shares; 2025Q4: 10,137 shares 10,137 $389K 0.05% -1,327 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: 1,983 shares; 2025Q2: 1,818 shares; 2025Q3: 1,963 shares; 2025Q4: 1,773 shares 1,773 $389K 0.05% -190 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,428 shares; 2025Q1: 1,495 shares; 2025Q2: 1,783 shares; 2025Q3: 2,237 shares; 2025Q4: 1,893 shares 1,893 $381K 0.05% -344 Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,201 shares; 2024Q4: 11,319 shares; 2025Q1: 11,315 shares; 2025Q2: 11,780 shares; 2025Q3: 12,337 shares; 2025Q4: 10,006 shares 10,006 $380K 0.05% -2,331 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,726 shares 4,726 $379K 0.05% new Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,056 shares; 2025Q4: 970 shares 970 $377K 0.05% -86 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,812 shares; 2024Q4: 8,752 shares; 2025Q1: 8,418 shares; 2025Q2: 7,968 shares; 2025Q3: 8,998 shares; 2025Q4: 7,545 shares 7,545 $377K 0.05% -1,453 Timeline DINO HF SINCLAIR CORP More: the full row for HF SINCLAIR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,151 shares 8,151 $376K 0.05% new Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,163 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,162 shares; 2025Q4: 2,875 shares 2,875 $374K 0.05% -287 Timeline NAT NORDIC AMERICAN TANKERS LIMI More: the full row for NORDIC AMERICAN TANKERS LIMI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,218 shares; 2024Q4: 28,654 shares; 2025Q1: 39,470 shares; 2025Q2: 34,399 shares; 2025Q3: 96,243 shares; 2025Q4: 108,719 shares 108,719 $374K 0.05% +12,476 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,532 shares; 2024Q4: 1,981 shares; 2025Q1: 1,717 shares; 2025Q2: 1,696 shares; 2025Q3: 1,696 shares; 2025Q4: 1,512 shares 1,512 $372K 0.05% -184 Timeline APG API GROUP CORP More: the full row for API GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,660 shares; 2025Q3: 9,304 shares; 2025Q4: 9,696 shares 9,696 $371K 0.05% +392 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,725 shares; 2024Q4: 2,564 shares; 2025Q1: 1,780 shares; 2025Q2: 1,552 shares; 2025Q3: 1,641 shares; 2025Q4: 1,539 shares 1,539 $371K 0.05% -102 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,747 shares; 2024Q4: 5,000 shares; 2025Q1: 5,245 shares; 2025Q2: 3,614 shares; 2025Q3: 3,342 shares; 2025Q4: 4,394 shares 4,394 $367K 0.05% +1,052 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,596 shares; 2025Q4: 3,041 shares 3,041 $366K 0.05% +445 Timeline PKE PARK AEROSPACE CORP More: the full row for PARK AEROSPACE 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: 17,284 shares; 2025Q4: 17,092 shares 17,092 $365K 0.05% -192 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,563 shares 4,563 $361K 0.05% new Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,503 shares; 2025Q4: 1,537 shares 1,537 $353K 0.05% +34 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,002 shares; 2024Q4: 7,091 shares; 2025Q1: 6,808 shares; 2025Q2: 6,516 shares; 2025Q3: 5,837 shares; 2025Q4: 4,250 shares 4,250 $353K 0.05% -1,587 Timeline TNK TEEKAY TANKERS LTD More: the full row for TEEKAY TANKERS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,704 shares; 2025Q1: 7,203 shares; 2025Q2: 9,400 shares; 2025Q3: 9,182 shares; 2025Q4: 6,599 shares 6,599 $353K 0.05% -2,583 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,042 shares; 2024Q4: 20,661 shares; 2025Q1: 17,365 shares; 2025Q2: 13,099 shares; 2025Q3: 9,211 shares; 2025Q4: 11,699 shares 11,699 $350K 0.05% +2,488 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: 2,575 shares; 2024Q4: 2,655 shares; 2025Q1: 3,114 shares; 2025Q2: 2,416 shares; 2025Q3: 1,906 shares; 2025Q4: 2,566 shares 2,566 $348K 0.05% +660 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,269 shares; 2024Q4: 5,284 shares; 2025Q1: 4,984 shares; 2025Q2: 5,003 shares; 2025Q3: 5,043 shares; 2025Q4: 5,288 shares 5,288 $344K 0.05% +245 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: 1,874 shares; 2024Q4: 1,424 shares; 2025Q1: 773 shares; 2025Q2: 792 shares; 2025Q3: 774 shares; 2025Q4: 863 shares 863 $343K 0.05% +89 Timeline PECO PHILLIPS EDISON & CO INC More: the full row for PHILLIPS EDISON & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,263 shares; 2024Q4: 9,296 shares; 2025Q1: 9,296 shares; 2025Q2: 9,308 shares; 2025Q3: 9,375 shares; 2025Q4: 9,634 shares 9,634 $343K 0.05% +259 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 549 shares 549 $342K 0.05% new Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,783 shares; 2024Q4: 1,555 shares; 2025Q1: 2,196 shares; 2025Q2: 1,861 shares; 2025Q3: 2,041 shares; 2025Q4: 2,462 shares 2,462 $340K 0.05% +421 Timeline DK DELEK US HLDGS INC NEW More: the full row for DELEK US HLDGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,303 shares; 2025Q1: 21,177 shares; 2025Q2: 21,258 shares; 2025Q3: 11,766 shares; 2025Q4: 11,402 shares 11,402 $338K 0.05% -364 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,317 shares; 2025Q3: 5,289 shares; 2025Q4: 6,147 shares 6,147 $338K 0.05% +858 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 734 shares; 2024Q4: 739 shares; 2025Q1: 769 shares; 2025Q2: 718 shares; 2025Q3: 614 shares; 2025Q4: 610 shares 610 $336K 0.05% -4 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: 2,588 shares; 2025Q3: 2,472 shares; 2025Q4: 2,565 shares 2,565 $336K 0.05% +93 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 332 shares; 2024Q4: 351 shares; 2025Q1: 343 shares; 2025Q2: 367 shares; 2025Q3: 333 shares; 2025Q4: 374 shares 374 $329K 0.05% +41 Timeline VVX V2X INC More: the full row for V2X 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: 6,398 shares; 2025Q4: 6,020 shares 6,020 $328K 0.05% -378 Timeline AEIS ADVANCED ENERGY INDS More: the full row for ADVANCED ENERGY INDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,755 shares; 2025Q1: 2,517 shares; 2025Q2: 2,221 shares; 2025Q3: 1,643 shares; 2025Q4: 1,560 shares 1,560 $327K 0.05% -83 Timeline VSEC VSE CORP More: the full row for VSE 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: 1,872 shares 1,872 $323K 0.04% new Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,276 shares; 2024Q4: 4,291 shares; 2025Q1: 4,301 shares; 2025Q2: 4,313 shares; 2025Q3: 4,323 shares; 2025Q4: 4,333 shares 4,333 $321K 0.04% +10 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,370 shares 1,370 $320K 0.04% new Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,647 shares; 2025Q3: 4,647 shares; 2025Q4: 6,970 shares 6,970 $320K 0.04% +2,323 Timeline GRAB GRAB HOLDINGS LIMITED More: the full row for GRAB HOLDINGS LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,157 shares; 2024Q4: 82,793 shares; 2025Q1: 110,855 shares; 2025Q2: 100,796 shares; 2025Q3: 66,786 shares; 2025Q4: 64,038 shares 64,038 $320K 0.04% -2,748 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,364 shares; 2025Q4: 2,050 shares 2,050 $317K 0.04% -314 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 565 shares; 2025Q4: 675 shares 675 $317K 0.04% +110 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,539 shares 1,539 $314K 0.04% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,497 shares; 2025Q4: 1,467 shares 1,467 $313K 0.04% -30 Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER 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: 11,174 shares 11,174 $313K 0.04% new Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,672 shares; 2025Q4: 2,572 shares 2,572 $308K 0.04% -100 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,732 shares; 2024Q4: 3,737 shares; 2025Q1: 3,680 shares; 2025Q2: 3,325 shares; 2025Q3: 10,585 shares; 2025Q4: 7,649 shares 7,649 $307K 0.04% -2,936 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,670 shares; 2025Q4: 3,615 shares 3,615 $307K 0.04% -55 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: 4,161 shares; 2024Q4: 4,930 shares; 2025Q1: 3,998 shares; 2025Q2: not reported; 2025Q3: 2,597 shares; 2025Q4: 3,785 shares 3,785 $306K 0.04% +1,188 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: 1,688 shares; 2025Q4: 723 shares 723 $305K 0.04% -965 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,143 shares; 2024Q4: 5,333 shares; 2025Q1: 5,249 shares; 2025Q2: 4,576 shares; 2025Q3: 3,675 shares; 2025Q4: 3,560 shares 3,560 $305K 0.04% -115 Timeline DHT DHT HOLDINGS INC More: the full row for DHT HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,022 shares; 2024Q4: 46,830 shares; 2025Q1: 46,184 shares; 2025Q2: 29,922 shares; 2025Q3: 27,500 shares; 2025Q4: 24,932 shares 24,932 $304K 0.04% -2,568 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,183 shares; 2025Q4: 1,354 shares 1,354 $301K 0.04% +171 Timeline FLS FLOWSERVE CORP More: the full row for FLOWSERVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,549 shares; 2024Q4: 5,468 shares; 2025Q1: 4,626 shares; 2025Q2: 5,233 shares; 2025Q3: not reported; 2025Q4: 4,322 shares 4,322 $300K 0.04% new Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,630 shares; 2025Q4: 2,195 shares 2,195 $299K 0.04% -435 Timeline SITM SITIME CORP More: the full row for SITIME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,141 shares; 2024Q4: 5,254 shares; 2025Q1: 4,682 shares; 2025Q2: 3,415 shares; 2025Q3: 916 shares; 2025Q4: 845 shares 845 $298K 0.04% -71 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,086 shares; 2024Q4: 11,804 shares; 2025Q1: 12,491 shares; 2025Q2: 12,939 shares; 2025Q3: 9,646 shares; 2025Q4: 5,513 shares 5,513 $297K 0.04% -4,133 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,466 shares; 2024Q4: 1,556 shares; 2025Q1: 1,582 shares; 2025Q2: 1,500 shares; 2025Q3: 945 shares; 2025Q4: 1,001 shares 1,001 $296K 0.04% +56 Timeline GDDY GODADDY INC More: the full row for GODADDY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,793 shares; 2024Q4: 2,718 shares; 2025Q1: 2,632 shares; 2025Q2: 3,086 shares; 2025Q3: 1,872 shares; 2025Q4: 2,387 shares 2,387 $296K 0.04% +515 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,071 shares; 2024Q4: 10,309 shares; 2025Q1: 9,833 shares; 2025Q2: 6,412 shares; 2025Q3: 4,556 shares; 2025Q4: 3,375 shares 3,375 $295K 0.04% -1,181 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: 1,767 shares; 2024Q4: 1,669 shares; 2025Q1: 1,610 shares; 2025Q2: 1,363 shares; 2025Q3: 941 shares; 2025Q4: 827 shares 827 $292K 0.04% -114 Timeline AVB AVALONBAY CMNTYS INC More: the full row for AVALONBAY CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,820 shares; 2024Q4: 2,019 shares; 2025Q1: 2,084 shares; 2025Q2: 2,040 shares; 2025Q3: 1,681 shares; 2025Q4: 1,600 shares 1,600 $290K 0.04% -81 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 861 shares; 2024Q4: 853 shares; 2025Q1: 877 shares; 2025Q2: 1,598 shares; 2025Q3: 1,228 shares; 2025Q4: 840 shares 840 $289K 0.04% -388 Timeline PTC PTC INC More: the full row for PTC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,623 shares; 2024Q4: 1,574 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,811 shares; 2025Q4: 1,658 shares 1,658 $289K 0.04% -153 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: 5,131 shares; 2024Q4: 5,129 shares; 2025Q1: 5,131 shares; 2025Q2: 4,679 shares; 2025Q3: 3,111 shares; 2025Q4: 3,092 shares 3,092 $288K 0.04% -19 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 591 shares; 2025Q4: 510 shares 510 $286K 0.04% -81 Timeline KVUE KENVUE INC More: the full row for KENVUE 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: 12,008 shares; 2025Q3: 10,143 shares; 2025Q4: 16,508 shares 16,508 $285K 0.04% +6,365 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: 5,017 shares; 2025Q2: 5,017 shares; 2025Q3: 5,017 shares; 2025Q4: 5,017 shares 5,017 $284K 0.04% 0 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,711 shares 4,711 $283K 0.04% new Timeline KIM KIMCO REALTY CORP More: the full row for KIMCO REALTY 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: 13,693 shares; 2025Q4: 13,755 shares 13,755 $279K 0.04% +62 Timeline HRL HORMEL FOODS CORP More: the full row for HORMEL FOODS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,998 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,682 shares 11,682 $277K 0.04% new 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: 63,729 shares; 2024Q4: 56,505 shares; 2025Q1: 51,847 shares; 2025Q2: 45,351 shares; 2025Q3: 36,093 shares; 2025Q4: 35,890 shares 35,890 $277K 0.04% -203 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: 899 shares; 2024Q4: 910 shares; 2025Q1: 1,040 shares; 2025Q2: 977 shares; 2025Q3: 839 shares; 2025Q4: 780 shares 780 $275K 0.04% -59 Timeline CPK CHESAPEAKE UTILS CORP More: the full row for CHESAPEAKE UTILS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,557 shares; 2024Q4: 7,012 shares; 2025Q1: 7,648 shares; 2025Q2: 3,858 shares; 2025Q3: 2,815 shares; 2025Q4: 2,190 shares 2,190 $273K 0.04% -625 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,333 shares; 2025Q4: 2,234 shares 2,234 $272K 0.04% -99 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 921 shares; 2025Q4: 829 shares 829 $269K 0.04% -92 Timeline SGI SOMNIGROUP INTERNATIONAL INC More: the full row for SOMNIGROUP INTERNATIONAL 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: 2,761 shares; 2025Q4: 3,003 shares 3,003 $268K 0.04% +242 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER 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: 20,434 shares; 2025Q2: 11,300 shares; 2025Q3: 18,171 shares; 2025Q4: 11,316 shares 11,316 $268K 0.04% -6,855 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,968 shares; 2024Q4: 1,968 shares; 2025Q1: 1,968 shares; 2025Q2: 1,968 shares; 2025Q3: 1,968 shares; 2025Q4: 1,968 shares 1,968 $263K 0.04% 0 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: 5,626 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,175 shares; 2025Q4: 2,347 shares 2,347 $261K 0.04% +172 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,452 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,832 shares; 2025Q3: not reported; 2025Q4: 3,832 shares 3,832 $261K 0.04% new Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,206 shares; 2024Q4: 1,206 shares; 2025Q1: 1,210 shares; 2025Q2: 1,215 shares; 2025Q3: 1,220 shares; 2025Q4: 1,225 shares 1,225 $260K 0.04% +5 Timeline VSGX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,667 shares; 2024Q4: 5,580 shares; 2025Q1: 3,683 shares; 2025Q2: 3,804 shares; 2025Q3: 3,822 shares; 2025Q4: 3,627 shares 3,627 $260K 0.04% -195 Timeline HGV HILTON GRAND VACATIONS INC More: the full row for HILTON GRAND VACATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,792 shares 5,792 $259K 0.04% new Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M 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: 3,154 shares; 2025Q4: 2,621 shares 2,621 $256K 0.04% -533 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: 3,524 shares; 2024Q4: 3,728 shares; 2025Q1: 3,461 shares; 2025Q2: 3,806 shares; 2025Q3: 2,169 shares; 2025Q4: 2,036 shares 2,036 $256K 0.04% -133 Timeline AL AIR LEASE CORP More: the full row for AIR LEASE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,398 shares; 2024Q4: 7,538 shares; 2025Q1: 6,780 shares; 2025Q2: 7,064 shares; 2025Q3: 4,621 shares; 2025Q4: 3,985 shares 3,985 $256K 0.04% -636 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: 2,295 shares; 2025Q2: 3,153 shares; 2025Q3: not reported; 2025Q4: 1,785 shares 1,785 $254K 0.04% new Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,085 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,309 shares; 2025Q3: 2,833 shares; 2025Q4: 2,005 shares 2,005 $254K 0.04% -828 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,551 shares; 2024Q4: 3,480 shares; 2025Q1: 3,585 shares; 2025Q2: 3,619 shares; 2025Q3: 3,840 shares; 2025Q4: 3,189 shares 3,189 $252K 0.03% -651 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 497 shares; 2025Q1: 504 shares; 2025Q2: 510 shares; 2025Q3: 415 shares; 2025Q4: 437 shares 437 $248K 0.03% +22 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 642 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 478 shares; 2025Q4: 531 shares 531 $248K 0.03% +53 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 975 shares; 2024Q4: 1,054 shares; 2025Q1: 942 shares; 2025Q2: 947 shares; 2025Q3: 952 shares; 2025Q4: 851 shares 851 $247K 0.03% -101 Timeline CMCL CALEDONIA MNG CORP More: the full row for CALEDONIA MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,810 shares; 2024Q4: 11,397 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,099 shares; 2025Q4: 9,424 shares 9,424 $247K 0.03% -675 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,155 shares 9,155 $246K 0.03% new Timeline LEN-B LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,553 shares; 2025Q4: 2,588 shares 2,588 $246K 0.03% +35 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,948 shares; 2024Q4: 19,273 shares; 2025Q1: 20,070 shares; 2025Q2: 17,496 shares; 2025Q3: 10,534 shares; 2025Q4: 10,205 shares 10,205 $245K 0.03% -329 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,018 shares; 2025Q4: 3,018 shares 3,018 $245K 0.03% 0 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS 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: 2,991 shares 2,991 $244K 0.03% new Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,813 shares; 2025Q3: 3,813 shares; 2025Q4: 3,813 shares 3,813 $241K 0.03% 0 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: 38,779 shares; 2024Q4: 42,042 shares; 2025Q1: 40,993 shares; 2025Q2: 29,485 shares; 2025Q3: 29,380 shares; 2025Q4: 20,422 shares 20,422 $240K 0.03% -8,958 Timeline AYI ACUITY INC More: the full row for ACUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,346 shares; 2024Q4: 1,283 shares; 2025Q1: 1,206 shares; 2025Q2: 724 shares; 2025Q3: not reported; 2025Q4: 663 shares 663 $239K 0.03% new Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,131 shares 22,131 $237K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,449 shares; 2025Q4: 3,723 shares 3,723 $237K 0.03% -726 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 592 shares; 2025Q4: 609 shares 609 $237K 0.03% +17 Timeline SNX TD SYNNEX CORPORATION More: the full row for TD SYNNEX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,294 shares; 2024Q4: 2,384 shares; 2025Q1: 2,417 shares; 2025Q2: 2,762 shares; 2025Q3: 1,692 shares; 2025Q4: 1,559 shares 1,559 $234K 0.03% -133 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,099 shares 3,099 $234K 0.03% new 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: 23,468 shares; 2024Q4: 22,644 shares; 2025Q1: 21,690 shares; 2025Q2: 10,726 shares; 2025Q3: 6,194 shares; 2025Q4: 4,529 shares 4,529 $230K 0.03% -1,665 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 184 shares; 2024Q4: 171 shares; 2025Q1: 182 shares; 2025Q2: 200 shares; 2025Q3: not reported; 2025Q4: 173 shares 173 $230K 0.03% new Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,619 shares; 2024Q4: 10,490 shares; 2025Q1: 12,561 shares; 2025Q2: not reported; 2025Q3: 11,483 shares; 2025Q4: 8,466 shares 8,466 $229K 0.03% -3,017 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: 9,823 shares; 2024Q4: 9,823 shares; 2025Q1: 4,284 shares; 2025Q2: 4,175 shares; 2025Q3: 4,175 shares; 2025Q4: 4,175 shares 4,175 $229K 0.03% 0 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,045 shares; 2025Q4: 1,015 shares 1,015 $228K 0.03% -30 Timeline SNPE DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,649 shares; 2025Q3: 3,649 shares; 2025Q4: 3,649 shares 3,649 $228K 0.03% 0 Timeline TRS TRIMAS CORP More: the full row for TRIMAS 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: 5,749 shares; 2025Q4: 6,418 shares 6,418 $228K 0.03% +669 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 958 shares; 2024Q4: 937 shares; 2025Q1: 943 shares; 2025Q2: 951 shares; 2025Q3: 908 shares; 2025Q4: 675 shares 675 $227K 0.03% -233 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,313 shares; 2024Q4: 15,313 shares; 2025Q1: not reported; 2025Q2: 3,091 shares; 2025Q3: 3,091 shares; 2025Q4: 3,091 shares 3,091 $227K 0.03% 0 Timeline HTO H2O AMERICA More: the full row for H2O AMERICA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,590 shares 4,590 $225K 0.03% new Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,877 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,925 shares 1,925 $225K 0.03% new Timeline R RYDER SYS INC More: the full row for RYDER SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,172 shares 1,172 $224K 0.03% new Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,686 shares; 2024Q4: 3,371 shares; 2025Q1: 2,168 shares; 2025Q2: 2,476 shares; 2025Q3: 1,700 shares; 2025Q4: 1,499 shares 1,499 $223K 0.03% -201 Timeline IMCB 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: 2,639 shares; 2025Q3: 2,647 shares; 2025Q4: 2,661 shares 2,661 $220K 0.03% +14 Timeline TAP MOLSON COORS BEVERAGE CO More: the full row for MOLSON COORS BEVERAGE 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: 4,695 shares 4,695 $219K 0.03% new Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,141 shares; 2024Q4: 3,222 shares; 2025Q1: 3,019 shares; 2025Q2: 2,239 shares; 2025Q3: 1,271 shares; 2025Q4: 1,166 shares 1,166 $216K 0.03% -105 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,794 shares; 2024Q4: 2,769 shares; 2025Q1: 2,068 shares; 2025Q2: not reported; 2025Q3: 4,271 shares; 2025Q4: 2,506 shares 2,506 $216K 0.03% -1,765 Timeline FUL FULLER H B CO More: the full row for FULLER H B CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,100 shares; 2024Q4: 4,777 shares; 2025Q1: 4,060 shares; 2025Q2: 3,392 shares; 2025Q3: 3,381 shares; 2025Q4: 3,626 shares 3,626 $216K 0.03% +245 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,493 shares; 2024Q4: 891 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,584 shares; 2025Q4: 1,105 shares 1,105 $215K 0.03% -479 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: 2,022 shares; 2024Q4: 1,911 shares; 2025Q1: 1,966 shares; 2025Q2: 1,785 shares; 2025Q3: 2,021 shares; 2025Q4: 1,545 shares 1,545 $213K 0.03% -476 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: not reported; 2025Q4: 227 shares 227 $212K 0.03% 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: 1,363 shares; 2025Q4: 1,288 shares 1,288 $212K 0.03% -75 Timeline CYTK CYTOKINETICS INC More: the full row for CYTOKINETICS 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: 3,324 shares 3,324 $211K 0.03% new Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,019 shares 1,019 $209K 0.03% new Timeline IJJ 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: 2,696 shares; 2024Q4: 1,974 shares; 2025Q1: 1,975 shares; 2025Q2: 2,050 shares; 2025Q3: 2,052 shares; 2025Q4: 1,590 shares 1,590 $209K 0.03% -462 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,209 shares 1,209 $208K 0.03% new Timeline EQH EQUITABLE HLDGS INC More: the full row for EQUITABLE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,971 shares; 2024Q4: 9,594 shares; 2025Q1: 9,396 shares; 2025Q2: 9,793 shares; 2025Q3: 8,282 shares; 2025Q4: 4,369 shares 4,369 $208K 0.03% -3,913 Timeline AMPY AMPLIFY ENERGY CORP NEW More: the full row for AMPLIFY ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 51,872 shares; 2025Q2: 92,520 shares; 2025Q3: 45,727 shares; 2025Q4: 45,053 shares 45,053 $206K 0.03% -674 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,459 shares; 2024Q4: 78,912 shares; 2025Q1: 78,912 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,517 shares 8,517 $205K 0.03% new Timeline TRU TRANSUNION More: the full row for TRANSUNION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,540 shares; 2025Q4: 2,385 shares 2,385 $205K 0.03% -155 Timeline NJR NEW JERSEY RES CORP More: the full row for NEW JERSEY RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,254 shares; 2024Q4: 17,987 shares; 2025Q1: 23,205 shares; 2025Q2: 10,179 shares; 2025Q3: 5,530 shares; 2025Q4: 4,375 shares 4,375 $202K 0.03% -1,155 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: not reported; 2025Q4: 3,000 shares 3,000 $201K 0.03% new 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: 16,641 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,285 shares; 2025Q3: 14,873 shares; 2025Q4: 11,565 shares 11,565 $201K 0.03% -3,308 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: 1,365 shares; 2024Q4: 1,589 shares; 2025Q1: 1,974 shares; 2025Q2: 1,689 shares; 2025Q3: 1,008 shares; 2025Q4: 963 shares 963 $200K 0.03% -45 Timeline PSO PEARSON PLC More: the full row for PEARSON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,499 shares; 2024Q4: 19,788 shares; 2025Q1: 20,388 shares; 2025Q2: 16,858 shares; 2025Q3: 15,812 shares; 2025Q4: 14,184 shares 14,184 $199K 0.03% -1,628 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: 16,116 shares; 2024Q4: 15,075 shares; 2025Q1: 14,479 shares; 2025Q2: 22,006 shares; 2025Q3: 22,124 shares; 2025Q4: 25,441 shares 25,441 $186K 0.03% +3,317 Timeline EPM EVOLUTION PETE CORP More: the full row for EVOLUTION PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,388 shares; 2024Q4: 39,479 shares; 2025Q1: 42,721 shares; 2025Q2: 23,545 shares; 2025Q3: 30,600 shares; 2025Q4: 48,933 shares 48,933 $173K 0.02% +18,333 Timeline TELFY TELEFONICA SA ADS(RP 1 SH CAPI More: the full row for TELEFONICA SA ADS(RP 1 SH CAPI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,817 shares; 2024Q4: 75,674 shares; 2025Q1: 53,749 shares; 2025Q2: 51,092 shares; 2025Q3: 46,109 shares; 2025Q4: 41,804 shares 41,804 $169K 0.02% -4,305 Timeline KOS KOSMOS ENERGY LTD More: the full row for KOSMOS ENERGY 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: 19,569 shares; 2025Q3: 58,933 shares; 2025Q4: 174,902 shares 174,902 $159K 0.02% +115,969 Timeline AVK ADVENT CONV & INCOME FD More: the full row for ADVENT CONV & INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,154 shares; 2025Q2: 10,465 shares; 2025Q3: 10,762 shares; 2025Q4: 11,061 shares 11,061 $139K 0.02% +299 Timeline NOK NOKIA CORP More: the full row for NOKIA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,960 shares; 2024Q4: 11,536 shares; 2025Q1: 11,968 shares; 2025Q2: 14,722 shares; 2025Q3: not reported; 2025Q4: 20,828 shares 20,828 $135K 0.02% new Timeline ERIC TELEFONAKTIEBOLAGET LM ERICS More: the full row for TELEFONAKTIEBOLAGET LM ERICS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,226 shares; 2024Q4: 14,479 shares; 2025Q1: 13,443 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,613 shares 10,613 $102K 0.01% new Timeline ASLE AERSALE CORPORATION More: the full row for AERSALE 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: 13,842 shares 13,842 $98.4K 0.01% new Timeline DC DAKOTA GOLD CORP More: the full row for DAKOTA GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,649 shares; 2024Q4: 16,459 shares; 2025Q1: 17,101 shares; 2025Q2: 13,705 shares; 2025Q3: 16,351 shares; 2025Q4: 15,282 shares 15,282 $86.8K 0.01% -1,069 Timeline ACHR ARCHER AVIATION INC More: the full row for ARCHER AVIATION 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: 14,333 shares; 2025Q3: not reported; 2025Q4: 11,060 shares 11,060 $83.2K 0.01% new Timeline LZM LIFEZONE METALS LIMITED More: the full row for LIFEZONE METALS LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,877 shares 13,877 $59.3K 0.01% new Timeline