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: 231,132 shares; 2024Q4: 227,024 shares; 2025Q1: 226,692 shares; 2025Q2: 222,955 shares; 2025Q3: 232,005 shares; 2025Q4: 262,458 shares 262,458 $127M 2.84% +30,453 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: 358,675 shares; 2024Q4: 358,194 shares; 2025Q1: 349,609 shares; 2025Q2: 347,184 shares; 2025Q3: 373,750 shares; 2025Q4: 447,640 shares 447,640 $122M 2.72% +73,890 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: 74,388 shares; 2024Q4: 72,613 shares; 2025Q1: 73,184 shares; 2025Q2: 119,106 shares; 2025Q3: 176,371 shares; 2025Q4: 1,608,892 shares 1,608,892 $108M 2.42% +1,432,521 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 486,286 shares; 2024Q4: 491,543 shares; 2025Q1: 535,161 shares; 2025Q2: 638,391 shares; 2025Q3: 770,585 shares; 2025Q4: 748,901 shares 748,901 $89.4M 2% -21,684 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: 679,413 shares; 2024Q4: 694,471 shares; 2025Q1: 673,454 shares; 2025Q2: 776,753 shares; 2025Q3: 793,659 shares; 2025Q4: 793,616 shares 793,616 $88M 1.97% -43 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: 154,438 shares; 2024Q4: 204,812 shares; 2025Q1: 207,021 shares; 2025Q2: 228,906 shares; 2025Q3: 242,393 shares; 2025Q4: 266,891 shares 266,891 $83.5M 1.87% +24,498 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: 227,445 shares; 2024Q4: 262,302 shares; 2025Q1: 250,743 shares; 2025Q2: 260,999 shares; 2025Q3: 255,406 shares; 2025Q4: 252,636 shares 252,636 $79.3M 1.77% -2,770 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: 350,666 shares; 2024Q4: 346,039 shares; 2025Q1: 345,922 shares; 2025Q2: 347,587 shares; 2025Q3: 381,181 shares; 2025Q4: 421,950 shares 421,950 $78.7M 1.76% +40,769 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,659 shares; 2024Q4: 1,624 shares; 2025Q1: 1,673 shares; 2025Q2: 1,845 shares; 2025Q3: 212,180 shares; 2025Q4: 80,894 shares 80,894 $71.1M 1.59% -131,286 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: 241,352 shares; 2024Q4: 242,550 shares; 2025Q1: 247,050 shares; 2025Q2: 244,664 shares; 2025Q3: 267,190 shares; 2025Q4: 297,680 shares 297,680 $68.7M 1.54% +30,490 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: 310,326 shares; 2024Q4: 304,281 shares; 2025Q1: 330,000 shares; 2025Q2: 360,192 shares; 2025Q3: 372,585 shares; 2025Q4: 708,773 shares 708,773 $62.7M 1.4% +336,188 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 432,152 shares; 2024Q4: 410,741 shares; 2025Q1: 359,072 shares; 2025Q2: 350,347 shares; 2025Q3: 742,068 shares; 2025Q4: 736,394 shares 736,394 $61M 1.36% -5,674 Timeline MTBA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 811,680 shares; 2024Q4: 741,880 shares; 2025Q1: 1,058,867 shares; 2025Q2: 1,073,502 shares; 2025Q3: 1,067,387 shares; 2025Q4: 1,068,299 shares 1,068,299 $53.9M 1.2% +912 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,289 shares; 2024Q4: 74,087 shares; 2025Q1: 150,274 shares; 2025Q2: 206,941 shares; 2025Q3: 287,551 shares; 2025Q4: 519,636 shares 519,636 $52.2M 1.17% +232,085 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 368,112 shares; 2024Q4: 994,198 shares; 2025Q1: 977,975 shares; 2025Q2: 944,730 shares; 2025Q3: 921,812 shares; 2025Q4: 921,304 shares 921,304 $46.6M 1.04% -508 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 745,522 shares; 2025Q3: 745,522 shares; 2025Q4: 745,618 shares 745,618 $37.5M 0.84% +96 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: 97,677 shares; 2024Q4: 123,598 shares; 2025Q1: 147,558 shares; 2025Q2: 178,096 shares; 2025Q3: 181,600 shares; 2025Q4: 188,069 shares 188,069 $35.9M 0.8% +6,469 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 584,351 shares; 2024Q4: 593,754 shares; 2025Q1: 619,935 shares; 2025Q2: 646,829 shares; 2025Q3: 642,226 shares; 2025Q4: 657,412 shares 657,412 $34.7M 0.78% +15,186 Timeline DMBS DOUBLELINE ETF TRUST More: the full row for DOUBLELINE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 254,101 shares; 2025Q1: 568,595 shares; 2025Q2: 645,725 shares; 2025Q3: 660,111 shares; 2025Q4: 678,314 shares 678,314 $33.7M 0.75% +18,203 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,054 shares; 2024Q4: 38,438 shares; 2025Q1: 39,119 shares; 2025Q2: 50,264 shares; 2025Q3: 110,554 shares; 2025Q4: 110,698 shares 110,698 $32.1M 0.72% +144 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: 4,362 shares; 2024Q4: 4,403 shares; 2025Q1: 4,544 shares; 2025Q2: 6,874 shares; 2025Q3: 369,538 shares; 2025Q4: 130,473 shares 130,473 $31.6M 0.71% -239,065 Timeline ECHO ECHOSTAR CORP More: the full row for ECHOSTAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,555 shares; 2024Q4: 9,942 shares; 2025Q1: 10,050 shares; 2025Q2: 7,412 shares; 2025Q3: 522,022 shares; 2025Q4: 289,329 shares 289,329 $31.5M 0.7% -232,693 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: 30,917 shares; 2024Q4: 30,908 shares; 2025Q1: 30,725 shares; 2025Q2: 33,078 shares; 2025Q3: 36,877 shares; 2025Q4: 47,182 shares 47,182 $31.1M 0.7% +10,305 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: 124,373 shares; 2024Q4: 124,645 shares; 2025Q1: 89,079 shares; 2025Q2: 92,174 shares; 2025Q3: 90,432 shares; 2025Q4: 94,545 shares 94,545 $30.5M 0.68% +4,113 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: 62,943 shares; 2024Q4: 63,256 shares; 2025Q1: 56,593 shares; 2025Q2: 58,390 shares; 2025Q3: 66,022 shares; 2025Q4: 86,403 shares 86,403 $29.9M 0.67% +20,381 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: 30,367 shares; 2024Q4: 29,810 shares; 2025Q1: 30,418 shares; 2025Q2: 32,056 shares; 2025Q3: 32,758 shares; 2025Q4: 42,522 shares 42,522 $29.1M 0.65% +9,764 Timeline OVV OVINTIV INC More: the full row for OVINTIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,548 shares; 2024Q4: not reported; 2025Q1: 4,951 shares; 2025Q2: not reported; 2025Q3: 1,507,331 shares; 2025Q4: 732,363 shares 732,363 $28.7M 0.64% -774,968 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,012,501 shares; 2024Q4: 1,009,345 shares; 2025Q1: 949,326 shares; 2025Q2: 952,471 shares; 2025Q3: 908,159 shares; 2025Q4: 894,406 shares 894,406 $28.7M 0.64% -13,753 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: 982,870 shares; 2024Q4: 1,004,175 shares; 2025Q1: 1,009,356 shares; 2025Q2: 1,036,274 shares; 2025Q3: 1,058,743 shares; 2025Q4: 1,078,317 shares 1,078,317 $27.8M 0.62% +19,574 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: 81,195 shares; 2024Q4: 80,143 shares; 2025Q1: 77,099 shares; 2025Q2: 57,868 shares; 2025Q3: 57,922 shares; 2025Q4: 56,817 shares 56,817 $27.7M 0.62% -1,105 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: 69,433 shares; 2024Q4: 111,380 shares; 2025Q1: 159,559 shares; 2025Q2: 257,044 shares; 2025Q3: 257,385 shares; 2025Q4: 256,092 shares 256,092 $27.2M 0.61% -1,293 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: 147,018 shares; 2024Q4: 156,620 shares; 2025Q1: 170,406 shares; 2025Q2: 229,935 shares; 2025Q3: 243,729 shares; 2025Q4: 302,198 shares 302,198 $27M 0.6% +58,469 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: 332,108 shares; 2024Q4: 339,116 shares; 2025Q1: 313,753 shares; 2025Q2: 319,270 shares; 2025Q3: 323,749 shares; 2025Q4: 350,699 shares 350,699 $27M 0.6% +26,950 Timeline IXC 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: 614,487 shares; 2024Q4: 611,124 shares; 2025Q1: 608,099 shares; 2025Q2: 596,807 shares; 2025Q3: 617,015 shares; 2025Q4: 624,706 shares 624,706 $26.2M 0.59% +7,691 Timeline SPHQ 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: 281,151 shares; 2024Q4: 304,073 shares; 2025Q1: 319,604 shares; 2025Q2: 332,014 shares; 2025Q3: 349,784 shares; 2025Q4: 340,324 shares 340,324 $25.5M 0.57% -9,460 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 431,444 shares; 2025Q1: 494,581 shares; 2025Q2: 505,086 shares; 2025Q3: 515,937 shares; 2025Q4: 517,209 shares 517,209 $24.9M 0.56% +1,272 Timeline MLPA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 498,718 shares; 2025Q1: 473,562 shares; 2025Q2: 480,988 shares; 2025Q3: 486,475 shares; 2025Q4: 489,625 shares 489,625 $23.7M 0.53% +3,150 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: 27,169 shares; 2024Q4: 35,546 shares; 2025Q1: 31,399 shares; 2025Q2: 34,111 shares; 2025Q3: 41,674 shares; 2025Q4: 51,825 shares 51,825 $23.3M 0.52% +10,151 Timeline ANGL 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: 1,021,627 shares; 2024Q4: 1,032,818 shares; 2025Q1: 1,006,173 shares; 2025Q2: 1,033,582 shares; 2025Q3: 779,499 shares; 2025Q4: 781,910 shares 781,910 $23M 0.51% +2,411 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: 37,202 shares; 2024Q4: 36,542 shares; 2025Q1: 40,309 shares; 2025Q2: 41,689 shares; 2025Q3: 44,268 shares; 2025Q4: 45,327 shares 45,327 $22.8M 0.51% +1,059 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: 316,474 shares; 2024Q4: 325,927 shares; 2025Q1: 323,578 shares; 2025Q2: 331,372 shares; 2025Q3: 339,026 shares; 2025Q4: 412,946 shares 412,946 $22.7M 0.51% +73,920 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: 26,274 shares; 2024Q4: 25,289 shares; 2025Q1: 30,001 shares; 2025Q2: 35,038 shares; 2025Q3: 36,277 shares; 2025Q4: 35,685 shares 35,685 $22.4M 0.5% -592 Timeline SPTS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,353,399 shares; 2024Q4: 1,126,101 shares; 2025Q1: 933,723 shares; 2025Q2: 845,495 shares; 2025Q3: 828,952 shares; 2025Q4: 760,572 shares 760,572 $22.3M 0.5% -68,380 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: 106,345 shares; 2024Q4: 107,743 shares; 2025Q1: 104,137 shares; 2025Q2: 111,038 shares; 2025Q3: 114,610 shares; 2025Q4: 123,026 shares 123,026 $21M 0.47% +8,416 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,928 shares; 2024Q4: 33,518 shares; 2025Q1: 32,917 shares; 2025Q2: 32,704 shares; 2025Q3: 32,935 shares; 2025Q4: 34,082 shares 34,082 $20.9M 0.47% +1,147 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: 106,375 shares; 2024Q4: 107,355 shares; 2025Q1: 112,749 shares; 2025Q2: 169,738 shares; 2025Q3: 170,723 shares; 2025Q4: 170,461 shares 170,461 $20.5M 0.46% -262 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 674,073 shares; 2024Q4: 564,427 shares; 2025Q1: 434,972 shares; 2025Q2: 441,552 shares; 2025Q3: 442,284 shares; 2025Q4: 440,169 shares 440,169 $20.2M 0.45% -2,115 Timeline TEI TEMPLETON EMERGING MKTS INCO More: the full row for TEMPLETON EMERGING MKTS INCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,512,005 shares; 2024Q4: 3,627,669 shares; 2025Q1: 3,689,293 shares; 2025Q2: 3,449,530 shares; 2025Q3: 3,053,135 shares; 2025Q4: 3,079,241 shares 3,079,241 $19.9M 0.44% +26,106 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: 104,551 shares; 2024Q4: 104,064 shares; 2025Q1: 132,006 shares; 2025Q2: 157,529 shares; 2025Q3: 157,793 shares; 2025Q4: 154,305 shares 154,305 $19.4M 0.43% -3,488 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: 199,000 shares; 2024Q4: 282,360 shares; 2025Q1: 274,071 shares; 2025Q2: 260,541 shares; 2025Q3: 249,566 shares; 2025Q4: 234,780 shares 234,780 $19.2M 0.43% -14,786 Timeline EDD MORGAN STANLEY EMERGING MKTS More: the full row for MORGAN STANLEY EMERGING MKTS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,858,044 shares; 2024Q4: 3,599,524 shares; 2025Q1: 3,595,128 shares; 2025Q2: 3,280,654 shares; 2025Q3: 3,376,960 shares; 2025Q4: 3,441,903 shares 3,441,903 $19.1M 0.43% +64,943 Timeline REZ 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: 146,829 shares; 2024Q4: 154,824 shares; 2025Q1: 149,599 shares; 2025Q2: 162,276 shares; 2025Q3: 167,653 shares; 2025Q4: 229,453 shares 229,453 $19M 0.42% +61,800 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: 22,297 shares; 2024Q4: 19,910 shares; 2025Q1: 18,088 shares; 2025Q2: 18,373 shares; 2025Q3: 19,096 shares; 2025Q4: 21,547 shares 21,547 $18.6M 0.42% +2,451 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: 14,435 shares; 2024Q4: 125,985 shares; 2025Q1: 122,921 shares; 2025Q2: 173,804 shares; 2025Q3: 160,100 shares; 2025Q4: 158,944 shares 158,944 $18.5M 0.41% -1,156 Timeline VDE 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: 136,579 shares; 2024Q4: 136,212 shares; 2025Q1: 139,602 shares; 2025Q2: 141,768 shares; 2025Q3: 141,768 shares; 2025Q4: 142,837 shares 142,837 $18M 0.4% +1,069 Timeline DFAE 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: 366,960 shares; 2024Q4: 369,590 shares; 2025Q1: 344,790 shares; 2025Q2: 398,186 shares; 2025Q3: 420,052 shares; 2025Q4: 533,261 shares 533,261 $17.4M 0.39% +113,209 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: 29,472 shares; 2024Q4: 48,885 shares; 2025Q1: 49,896 shares; 2025Q2: 57,978 shares; 2025Q3: 58,826 shares; 2025Q4: 60,393 shares 60,393 $17.2M 0.39% +1,567 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: 15,310 shares; 2024Q4: 15,348 shares; 2025Q1: 14,948 shares; 2025Q2: 22,385 shares; 2025Q3: 22,410 shares; 2025Q4: 22,307 shares 22,307 $16.8M 0.38% -103 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: 24,204 shares; 2024Q4: 23,955 shares; 2025Q1: 23,715 shares; 2025Q2: 25,899 shares; 2025Q3: 23,977 shares; 2025Q4: 24,335 shares 24,335 $16.7M 0.37% +358 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,060 shares; 2024Q4: 60,452 shares; 2025Q1: 99,430 shares; 2025Q2: 106,787 shares; 2025Q3: 106,899 shares; 2025Q4: 109,428 shares 109,428 $16.5M 0.37% +2,529 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: 193,024 shares; 2024Q4: 195,266 shares; 2025Q1: 215,888 shares; 2025Q2: 214,247 shares; 2025Q3: 223,100 shares; 2025Q4: 221,226 shares 221,226 $16.3M 0.36% -1,874 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 152,411 shares; 2025Q2: 238,980 shares; 2025Q3: 406,388 shares; 2025Q4: 605,504 shares 605,504 $16.2M 0.36% +199,116 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,900 shares; 2024Q4: 73,286 shares; 2025Q1: 157,078 shares; 2025Q2: 160,020 shares; 2025Q3: 214,268 shares; 2025Q4: 218,117 shares 218,117 $16M 0.36% +3,849 Timeline PAGP PLAINS GP HLDGS L P More: the full row for PLAINS GP HLDGS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,009,783 shares; 2024Q4: 1,004,946 shares; 2025Q1: 716,698 shares; 2025Q2: 740,252 shares; 2025Q3: 730,369 shares; 2025Q4: 835,817 shares 835,817 $16M 0.36% +105,448 Timeline XHLF BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 46,458 shares; 2025Q1: 137,712 shares; 2025Q2: 171,911 shares; 2025Q3: 190,805 shares; 2025Q4: 316,767 shares 316,767 $16M 0.36% +125,962 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,858 shares; 2024Q4: 24,292 shares; 2025Q1: 24,389 shares; 2025Q2: 23,158 shares; 2025Q3: 33,980 shares; 2025Q4: 54,971 shares 54,971 $15.8M 0.35% +20,991 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,435 shares; 2024Q4: 80,138 shares; 2025Q1: 61,996 shares; 2025Q2: 56,602 shares; 2025Q3: 55,408 shares; 2025Q4: 51,793 shares 51,793 $15.8M 0.35% -3,615 Timeline IFRA 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: 297,462 shares; 2024Q4: 296,262 shares; 2025Q1: 297,001 shares; 2025Q2: 297,985 shares; 2025Q3: 296,928 shares; 2025Q4: 297,933 shares 297,933 $15.7M 0.35% +1,005 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: 111,900 shares; 2024Q4: 108,751 shares; 2025Q1: 57,627 shares; 2025Q2: 63,507 shares; 2025Q3: 65,816 shares; 2025Q4: 74,701 shares 74,701 $15.5M 0.35% +8,885 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 214,661 shares; 2024Q4: 198,136 shares; 2025Q1: 224,071 shares; 2025Q2: 218,972 shares; 2025Q3: 217,506 shares; 2025Q4: 215,982 shares 215,982 $15M 0.34% -1,524 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,711 shares; 2024Q4: 68,221 shares; 2025Q1: 66,722 shares; 2025Q2: 68,243 shares; 2025Q3: 69,087 shares; 2025Q4: 67,759 shares 67,759 $14.9M 0.33% -1,328 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: 105,606 shares; 2024Q4: 104,282 shares; 2025Q1: 87,802 shares; 2025Q2: 77,871 shares; 2025Q3: 75,607 shares; 2025Q4: 75,189 shares 75,189 $14.7M 0.33% -418 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 962,106 shares; 2024Q4: 961,587 shares; 2025Q1: 896,555 shares; 2025Q2: 899,176 shares; 2025Q3: 858,727 shares; 2025Q4: 877,757 shares 877,757 $14.5M 0.32% +19,030 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 216,938 shares; 2024Q4: 218,933 shares; 2025Q1: 173,898 shares; 2025Q2: 183,093 shares; 2025Q3: 194,826 shares; 2025Q4: 194,563 shares 194,563 $14.3M 0.32% -263 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,603 shares; 2024Q4: 89,903 shares; 2025Q1: 91,742 shares; 2025Q2: 96,789 shares; 2025Q3: 97,942 shares; 2025Q4: 100,985 shares 100,985 $14.2M 0.32% +3,043 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: 3,395 shares; 2024Q4: 4,026 shares; 2025Q1: 65,284 shares; 2025Q2: 66,635 shares; 2025Q3: 65,342 shares; 2025Q4: 70,695 shares 70,695 $14.2M 0.32% +5,353 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,975 shares; 2024Q4: 3,976 shares; 2025Q1: 16,268 shares; 2025Q2: 42,755 shares; 2025Q3: 42,093 shares; 2025Q4: 42,056 shares 42,056 $14.2M 0.32% -37 Timeline FAX ABRDN ASIA PACIFIC INCOME FU More: the full row for ABRDN ASIA PACIFIC INCOME FU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 788,501 shares; 2024Q4: 836,916 shares; 2025Q1: 837,332 shares; 2025Q2: 882,669 shares; 2025Q3: 863,504 shares; 2025Q4: 896,662 shares 896,662 $13.9M 0.31% +33,158 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 785,912 shares; 2024Q4: 774,582 shares; 2025Q1: 739,518 shares; 2025Q2: 755,879 shares; 2025Q3: 736,619 shares; 2025Q4: 576,898 shares 576,898 $13.6M 0.31% -159,721 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,514 shares; 2024Q4: 69,123 shares; 2025Q1: 93,498 shares; 2025Q2: 94,305 shares; 2025Q3: 93,169 shares; 2025Q4: 102,760 shares 102,760 $13.6M 0.3% +9,591 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: 114,402 shares; 2024Q4: 116,771 shares; 2025Q1: 113,879 shares; 2025Q2: 113,664 shares; 2025Q3: 117,577 shares; 2025Q4: 114,765 shares 114,765 $13.1M 0.29% -2,812 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: 11,256 shares; 2024Q4: 10,288 shares; 2025Q1: 9,210 shares; 2025Q2: 8,963 shares; 2025Q3: 10,667 shares; 2025Q4: 12,210 shares 12,210 $13.1M 0.29% +1,543 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 197,129 shares 197,129 $12.9M 0.29% new Timeline IVOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,858 shares; 2024Q4: 100,718 shares; 2025Q1: 107,430 shares; 2025Q2: 114,281 shares; 2025Q3: 118,959 shares; 2025Q4: 114,263 shares 114,263 $12.8M 0.29% -4,696 Timeline IGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,829 shares; 2025Q3: 37,510 shares; 2025Q4: 207,177 shares 207,177 $12.7M 0.28% +169,667 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: 323,263 shares; 2024Q4: 486,702 shares; 2025Q1: 417,343 shares; 2025Q2: 480,954 shares; 2025Q3: 535,282 shares; 2025Q4: 509,959 shares 509,959 $12.7M 0.28% -25,323 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: 39,012 shares; 2024Q4: 40,054 shares; 2025Q1: 39,749 shares; 2025Q2: 29,414 shares; 2025Q3: 29,184 shares; 2025Q4: 70,693 shares 70,693 $12.5M 0.28% +41,509 Timeline AESI ATLAS ENERGY SOLUTIONS INC More: the full row for ATLAS ENERGY SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,019,730 shares; 2024Q4: 931,550 shares; 2025Q1: 1,000,728 shares; 2025Q2: 1,317,490 shares; 2025Q3: 1,382,120 shares; 2025Q4: 1,328,937 shares 1,328,937 $12.5M 0.28% -53,183 Timeline IFLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 667,247 shares; 2024Q4: 222,501 shares; 2025Q1: 220,791 shares; 2025Q2: 636,134 shares; 2025Q3: 649,542 shares; 2025Q4: 668,581 shares 668,581 $12.4M 0.28% +19,039 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,513 shares; 2024Q4: 57,612 shares; 2025Q1: 48,697 shares; 2025Q2: 49,400 shares; 2025Q3: 52,578 shares; 2025Q4: 54,375 shares 54,375 $12.4M 0.28% +1,797 Timeline CQQQ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 193,437 shares; 2025Q2: 213,453 shares; 2025Q3: 220,117 shares; 2025Q4: 237,496 shares 237,496 $12.3M 0.28% +17,379 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,964 shares; 2024Q4: 24,823 shares; 2025Q1: 23,117 shares; 2025Q2: 23,913 shares; 2025Q3: 24,195 shares; 2025Q4: 24,132 shares 24,132 $12.3M 0.28% -63 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 148,008 shares; 2024Q4: 147,838 shares; 2025Q1: 106,162 shares; 2025Q2: 107,041 shares; 2025Q3: 96,332 shares; 2025Q4: 96,735 shares 96,735 $12.1M 0.27% +403 Timeline KW KENNEDY-WILSON HOLDINGS INC More: the full row for KENNEDY-WILSON HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,699 shares; 2024Q4: 16,131 shares; 2025Q1: 14,866 shares; 2025Q2: 1,306,474 shares; 2025Q3: 1,288,474 shares; 2025Q4: 1,174,901 shares 1,174,901 $11.5M 0.26% -113,573 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: 150,355 shares; 2024Q4: 150,519 shares; 2025Q1: 112,538 shares; 2025Q2: 99,702 shares; 2025Q3: 98,058 shares; 2025Q4: 113,093 shares 113,093 $11.3M 0.25% +15,035 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: 33,059 shares; 2024Q4: 33,059 shares; 2025Q1: 41,291 shares; 2025Q2: 89,680 shares; 2025Q3: 90,005 shares; 2025Q4: 98,934 shares 98,934 $11.2M 0.25% +8,929 Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 273,925 shares; 2024Q4: 259,873 shares; 2025Q1: 186,667 shares; 2025Q2: 185,567 shares; 2025Q3: 157,852 shares; 2025Q4: 162,778 shares 162,778 $11.1M 0.25% +4,926 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,329 shares; 2024Q4: 80,689 shares; 2025Q1: 82,424 shares; 2025Q2: 111,806 shares; 2025Q3: 115,075 shares; 2025Q4: 130,949 shares 130,949 $11M 0.25% +15,874 Timeline EWZ 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: 234,826 shares; 2024Q4: 229,234 shares; 2025Q1: 311,031 shares; 2025Q2: 327,118 shares; 2025Q3: 326,081 shares; 2025Q4: 332,236 shares 332,236 $10.6M 0.24% +6,155 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 152,372 shares; 2024Q4: 154,395 shares; 2025Q1: 174,017 shares; 2025Q2: 177,891 shares; 2025Q3: 187,258 shares; 2025Q4: 179,330 shares 179,330 $10.5M 0.23% -7,928 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: 25,627 shares; 2024Q4: 35,179 shares; 2025Q1: 35,665 shares; 2025Q2: 35,778 shares; 2025Q3: 35,586 shares; 2025Q4: 39,453 shares 39,453 $10.5M 0.23% +3,867 Timeline EWY 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: 154,149 shares; 2024Q4: 152,683 shares; 2025Q1: 147,935 shares; 2025Q2: 116,905 shares; 2025Q3: 116,995 shares; 2025Q4: 107,640 shares 107,640 $10.5M 0.23% -9,355 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,539 shares; 2024Q4: 94,161 shares; 2025Q1: 99,166 shares; 2025Q2: 112,045 shares; 2025Q3: 120,058 shares; 2025Q4: 111,116 shares 111,116 $10.5M 0.23% -8,942 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 367,888 shares; 2024Q4: 375,071 shares; 2025Q1: 368,112 shares; 2025Q2: 377,866 shares; 2025Q3: 368,669 shares; 2025Q4: 362,092 shares 362,092 $10.3M 0.23% -6,577 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,567 shares; 2024Q4: 83,993 shares; 2025Q1: 82,740 shares; 2025Q2: 105,816 shares; 2025Q3: 105,744 shares; 2025Q4: 102,257 shares 102,257 $10.3M 0.23% -3,487 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 215,268 shares; 2024Q4: 215,910 shares; 2025Q1: 195,263 shares; 2025Q2: 196,288 shares; 2025Q3: 186,944 shares; 2025Q4: 189,494 shares 189,494 $10.1M 0.23% +2,550 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: 38,978 shares; 2024Q4: 37,717 shares; 2025Q1: 37,217 shares; 2025Q2: 38,014 shares; 2025Q3: 38,604 shares; 2025Q4: 38,934 shares 38,934 $10M 0.22% +330 Timeline HRI HERC HLDGS INC More: the full row for HERC 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: 67,516 shares; 2025Q4: 67,654 shares 67,654 $10M 0.22% +138 Timeline RWR 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: 41,644 shares; 2024Q4: 43,835 shares; 2025Q1: 43,891 shares; 2025Q2: 45,930 shares; 2025Q3: 96,206 shares; 2025Q4: 100,114 shares 100,114 $9.83M 0.22% +3,908 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: 179,597 shares; 2024Q4: 136,550 shares; 2025Q1: 88,834 shares; 2025Q2: 79,056 shares; 2025Q3: 82,176 shares; 2025Q4: 79,687 shares 79,687 $9.82M 0.22% -2,489 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: 8,334 shares; 2024Q4: 10,428 shares; 2025Q1: 9,890 shares; 2025Q2: 9,928 shares; 2025Q3: 10,898 shares; 2025Q4: 8,994 shares 8,994 $9.62M 0.22% -1,904 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,355 shares; 2024Q4: 85,234 shares; 2025Q1: 74,155 shares; 2025Q2: 64,871 shares; 2025Q3: 66,509 shares; 2025Q4: 65,336 shares 65,336 $9.58M 0.21% -1,173 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 151,279 shares; 2024Q4: 153,533 shares; 2025Q1: 144,861 shares; 2025Q2: 150,053 shares; 2025Q3: 154,895 shares; 2025Q4: 166,653 shares 166,653 $9.44M 0.21% +11,758 Timeline MLPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 419,753 shares; 2025Q1: 157,148 shares; 2025Q2: 157,432 shares; 2025Q3: 158,354 shares; 2025Q4: 154,926 shares 154,926 $9.39M 0.21% -3,428 Timeline RWT REDWOOD TRUST INC More: the full row for REDWOOD TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,240,642 shares; 2024Q4: 1,235,479 shares; 2025Q1: 1,160,047 shares; 2025Q2: 1,147,252 shares; 2025Q3: 1,095,708 shares; 2025Q4: 1,674,009 shares 1,674,009 $9.26M 0.21% +578,301 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,326 shares; 2024Q4: 65,312 shares; 2025Q1: 62,838 shares; 2025Q2: 63,850 shares; 2025Q3: 64,844 shares; 2025Q4: 64,091 shares 64,091 $9.2M 0.21% -753 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,636 shares; 2025Q1: 8,365 shares; 2025Q2: 8,558 shares; 2025Q3: 8,583 shares; 2025Q4: 8,569 shares 8,569 $9.17M 0.21% -14 Timeline APA APA CORPORATION More: the full row for APA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 204,395 shares; 2024Q4: 15,047 shares; 2025Q1: 13,662 shares; 2025Q2: 13,116 shares; 2025Q3: 1,013,516 shares; 2025Q4: 372,237 shares 372,237 $9.1M 0.2% -641,279 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: 32,673 shares; 2024Q4: 65,086 shares; 2025Q1: 62,253 shares; 2025Q2: 51,807 shares; 2025Q3: 53,312 shares; 2025Q4: 49,142 shares 49,142 $9.05M 0.2% -4,170 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: 31,332 shares; 2024Q4: 33,206 shares; 2025Q1: 33,931 shares; 2025Q2: 34,891 shares; 2025Q3: 36,034 shares; 2025Q4: 36,734 shares 36,734 $9.04M 0.2% +700 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: 45,097 shares; 2024Q4: 44,080 shares; 2025Q1: 45,370 shares; 2025Q2: 49,770 shares; 2025Q3: 56,626 shares; 2025Q4: 80,778 shares 80,778 $9M 0.2% +24,152 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: 29,557 shares; 2024Q4: 31,705 shares; 2025Q1: 151,393 shares; 2025Q2: 171,348 shares; 2025Q3: 192,428 shares; 2025Q4: 174,526 shares 174,526 $8.88M 0.2% -17,902 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: 22,179 shares; 2024Q4: 22,183 shares; 2025Q1: 22,528 shares; 2025Q2: 23,537 shares; 2025Q3: 25,288 shares; 2025Q4: 25,183 shares 25,183 $8.83M 0.2% -105 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 229,663 shares; 2024Q4: 237,199 shares; 2025Q1: 228,204 shares; 2025Q2: 234,854 shares; 2025Q3: 228,640 shares; 2025Q4: 137,151 shares 137,151 $8.8M 0.2% -91,489 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: 43,163 shares; 2024Q4: 13,495 shares; 2025Q1: 47,618 shares; 2025Q2: 56,284 shares; 2025Q3: 61,427 shares; 2025Q4: 60,172 shares 60,172 $8.72M 0.19% -1,255 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,000 shares; 2024Q4: 39,000 shares; 2025Q1: 134,000 shares; 2025Q2: 101,343 shares; 2025Q3: 108,195 shares; 2025Q4: 108,341 shares 108,341 $8.69M 0.19% +146 Timeline CHYM CHIME FINL INC More: the full row for CHIME FINL 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: 341,979 shares 341,979 $8.61M 0.19% new 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: 6,813 shares; 2024Q4: 6,932 shares; 2025Q1: 7,183 shares; 2025Q2: 24,121 shares; 2025Q3: 28,273 shares; 2025Q4: 31,713 shares 31,713 $8.51M 0.19% +3,440 Timeline AES AES CORP More: the full row for AES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 472,187 shares; 2024Q4: 1,271,550 shares; 2025Q1: 1,415,300 shares; 2025Q2: 1,483,204 shares; 2025Q3: 1,196,335 shares; 2025Q4: 586,584 shares 586,584 $8.41M 0.19% -609,751 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: 60,475 shares; 2024Q4: 57,326 shares; 2025Q1: 59,755 shares; 2025Q2: 63,304 shares; 2025Q3: 66,236 shares; 2025Q4: 68,701 shares 68,701 $8.27M 0.18% +2,465 Timeline ELS EQUITY LIFESTYLE PROPERTIES More: the full row for EQUITY LIFESTYLE PROPERTIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,859 shares; 2024Q4: 3,341 shares; 2025Q1: 3,509 shares; 2025Q2: not reported; 2025Q3: 4,958 shares; 2025Q4: 134,759 shares 134,759 $8.24M 0.18% +129,801 Timeline EEMS ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 155,682 shares; 2024Q4: 148,870 shares; 2025Q1: 123,210 shares; 2025Q2: 123,210 shares; 2025Q3: 123,210 shares; 2025Q4: 120,267 shares 120,267 $8.12M 0.18% -2,943 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,484 shares; 2024Q4: 29,234 shares; 2025Q1: 28,041 shares; 2025Q2: 27,651 shares; 2025Q3: 42,298 shares; 2025Q4: 38,924 shares 38,924 $8.09M 0.18% -3,374 Timeline DBL DOUBLELINE OPPORTUNISTIC CR More: the full row for DOUBLELINE OPPORTUNISTIC CR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 431,758 shares; 2024Q4: 448,057 shares; 2025Q1: 462,464 shares; 2025Q2: 500,142 shares; 2025Q3: 511,911 shares; 2025Q4: 527,230 shares 527,230 $8.04M 0.18% +15,319 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 238,447 shares; 2024Q4: 238,447 shares; 2025Q1: 259,180 shares; 2025Q2: 254,542 shares; 2025Q3: 245,537 shares; 2025Q4: 242,892 shares 242,892 $8.02M 0.18% -2,645 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: 29,695 shares; 2024Q4: 30,317 shares; 2025Q1: 21,979 shares; 2025Q2: 22,629 shares; 2025Q3: 22,973 shares; 2025Q4: 25,497 shares 25,497 $7.98M 0.18% +2,524 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 160,469 shares; 2024Q4: 163,694 shares; 2025Q1: 164,745 shares; 2025Q2: 170,239 shares; 2025Q3: 176,288 shares; 2025Q4: 165,031 shares 165,031 $7.76M 0.17% -11,257 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: 33,523 shares; 2024Q4: 30,043 shares; 2025Q1: 34,692 shares; 2025Q2: 40,702 shares; 2025Q3: 43,374 shares; 2025Q4: 43,046 shares 43,046 $7.65M 0.17% -328 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,872 shares; 2024Q4: 38,392 shares; 2025Q1: 40,217 shares; 2025Q2: 32,808 shares; 2025Q3: 50,653 shares; 2025Q4: 50,190 shares 50,190 $7.65M 0.17% -463 Timeline REM 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: 37,123 shares; 2024Q4: 36,693 shares; 2025Q1: 303,446 shares; 2025Q2: 321,751 shares; 2025Q3: 335,695 shares; 2025Q4: 344,660 shares 344,660 $7.64M 0.17% +8,965 Timeline TUA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 359,262 shares; 2024Q4: 360,858 shares; 2025Q1: 360,268 shares; 2025Q2: 343,026 shares; 2025Q3: 341,208 shares; 2025Q4: 346,606 shares 346,606 $7.59M 0.17% +5,398 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 278,659 shares; 2024Q4: 229,067 shares; 2025Q1: 153,021 shares; 2025Q2: 144,760 shares; 2025Q3: 142,130 shares; 2025Q4: 138,082 shares 138,082 $7.4M 0.17% -4,048 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,803 shares; 2024Q4: 73,585 shares; 2025Q1: 74,985 shares; 2025Q2: 78,754 shares; 2025Q3: 80,381 shares; 2025Q4: 163,909 shares 163,909 $7.33M 0.16% +83,528 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: 6,565 shares; 2024Q4: 6,369 shares; 2025Q1: 6,587 shares; 2025Q2: 6,733 shares; 2025Q3: 7,369 shares; 2025Q4: 77,455 shares 77,455 $7.26M 0.16% +70,086 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: 27,243 shares; 2024Q4: 28,350 shares; 2025Q1: 27,518 shares; 2025Q2: 28,062 shares; 2025Q3: 29,677 shares; 2025Q4: 29,925 shares 29,925 $7.22M 0.16% +248 Timeline MCHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,365 shares; 2024Q4: 53,867 shares; 2025Q1: 92,694 shares; 2025Q2: 108,768 shares; 2025Q3: 109,812 shares; 2025Q4: 117,468 shares 117,468 $7.06M 0.16% +7,656 Timeline CHE CHEMED CORP NEW More: the full row for CHEMED CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,717 shares; 2024Q4: 15,115 shares; 2025Q1: 14,331 shares; 2025Q2: 10,349 shares; 2025Q3: 20,262 shares; 2025Q4: 16,244 shares 16,244 $6.95M 0.16% -4,018 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: 90,855 shares; 2024Q4: 90,626 shares; 2025Q1: 88,396 shares; 2025Q2: 97,554 shares; 2025Q3: 104,679 shares; 2025Q4: 104,156 shares 104,156 $6.87M 0.15% -523 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,240 shares; 2024Q4: 1,352 shares; 2025Q1: 12,260 shares; 2025Q2: 12,761 shares; 2025Q3: 12,955 shares; 2025Q4: 13,588 shares 13,588 $6.62M 0.15% +633 Timeline WES WESTERN MIDSTREAM PARTNERS L More: the full row for WESTERN MIDSTREAM PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 190,763 shares; 2024Q4: 193,603 shares; 2025Q1: 176,673 shares; 2025Q2: 176,323 shares; 2025Q3: 166,198 shares; 2025Q4: 166,198 shares 166,198 $6.56M 0.15% 0 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,611 shares; 2024Q4: 17,466 shares; 2025Q1: 17,718 shares; 2025Q2: 23,296 shares; 2025Q3: 28,090 shares; 2025Q4: 47,245 shares 47,245 $6.51M 0.15% +19,155 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: 17,235 shares; 2024Q4: 872,856 shares; 2025Q1: 821,571 shares; 2025Q2: 828,645 shares; 2025Q3: 840,221 shares; 2025Q4: 595,179 shares 595,179 $6.45M 0.14% -245,042 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: 9,389 shares; 2024Q4: 9,307 shares; 2025Q1: 9,499 shares; 2025Q2: 9,743 shares; 2025Q3: 10,531 shares; 2025Q4: 16,766 shares 16,766 $6.2M 0.14% +6,235 Timeline RH RH More: the full row for RH Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,024 shares; 2024Q4: 17,328 shares; 2025Q1: 16,634 shares; 2025Q2: 17,243 shares; 2025Q3: 20,167 shares; 2025Q4: 34,414 shares 34,414 $6.17M 0.14% +14,247 Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 377,535 shares 377,535 $6.09M 0.14% new Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,469 shares; 2024Q4: 10,167 shares; 2025Q1: 10,074 shares; 2025Q2: 11,181 shares; 2025Q3: 13,105 shares; 2025Q4: 25,012 shares 25,012 $6.08M 0.14% +11,907 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,664 shares; 2024Q4: 18,153 shares; 2025Q1: 18,152 shares; 2025Q2: 18,385 shares; 2025Q3: 18,400 shares; 2025Q4: 18,117 shares 18,117 $6.07M 0.14% -283 Timeline RODM LATTICE STRATEGIES TR More: the full row for LATTICE STRATEGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 187,837 shares; 2024Q4: 186,775 shares; 2025Q1: 178,900 shares; 2025Q2: 169,130 shares; 2025Q3: 168,315 shares; 2025Q4: 163,640 shares 163,640 $6.05M 0.14% -4,675 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1 shares; 2025Q2: 4 shares; 2025Q3: 8 shares; 2025Q4: 8 shares 8 $6.04M 0.14% 0 Timeline IBHF 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: 74,275 shares; 2024Q4: 125,900 shares; 2025Q1: 206,423 shares; 2025Q2: 231,997 shares; 2025Q3: 252,671 shares; 2025Q4: 260,671 shares 260,671 $6.02M 0.13% +8,000 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: 18,070 shares; 2024Q4: 17,645 shares; 2025Q1: 17,867 shares; 2025Q2: 17,138 shares; 2025Q3: 19,867 shares; 2025Q4: 18,153 shares 18,153 $5.99M 0.13% -1,714 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: 21,697 shares; 2024Q4: 23,554 shares; 2025Q1: 23,709 shares; 2025Q2: 33,472 shares; 2025Q3: 43,319 shares; 2025Q4: 65,042 shares 65,042 $5.98M 0.13% +21,723 Timeline OS ONESTREAM INC More: the full row for ONESTREAM 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: 346,813 shares; 2025Q4: 325,113 shares 325,113 $5.98M 0.13% -21,700 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 117,065 shares; 2024Q4: 121,304 shares; 2025Q1: 117,981 shares; 2025Q2: 118,827 shares; 2025Q3: 122,299 shares; 2025Q4: 124,050 shares 124,050 $5.93M 0.13% +1,751 Timeline PCY INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 288,374 shares; 2024Q4: 294,781 shares; 2025Q1: 288,367 shares; 2025Q2: 286,765 shares; 2025Q3: 284,037 shares; 2025Q4: 273,689 shares 273,689 $5.93M 0.13% -10,348 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: 2,487 shares; 2024Q4: 2,499 shares; 2025Q1: 2,499 shares; 2025Q2: 7,678 shares; 2025Q3: 6,891 shares; 2025Q4: 8,590 shares 8,590 $5.79M 0.13% +1,699 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,098 shares; 2024Q4: 51,504 shares; 2025Q1: 52,436 shares; 2025Q2: 56,065 shares; 2025Q3: 58,271 shares; 2025Q4: 59,489 shares 59,489 $5.72M 0.13% +1,218 Timeline LXP LXP INDUSTRIAL TRUST More: the full row for LXP INDUSTRIAL TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 113,216 shares 113,216 $5.69M 0.13% new 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: not reported; 2024Q4: not reported; 2025Q1: 2,508 shares; 2025Q2: 2,667 shares; 2025Q3: 58,789 shares; 2025Q4: 64,881 shares 64,881 $5.67M 0.13% +6,092 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,535 shares; 2024Q4: 12,239 shares; 2025Q1: 13,105 shares; 2025Q2: 8,787 shares; 2025Q3: 176,278 shares; 2025Q4: 155,668 shares 155,668 $5.64M 0.13% -20,610 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,903 shares; 2024Q4: 27,166 shares; 2025Q1: 29,573 shares; 2025Q2: 30,038 shares; 2025Q3: 33,997 shares; 2025Q4: 60,391 shares 60,391 $5.63M 0.13% +26,394 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,076 shares; 2024Q4: 82,458 shares; 2025Q1: 69,488 shares; 2025Q2: 74,945 shares; 2025Q3: 74,990 shares; 2025Q4: 69,900 shares 69,900 $5.57M 0.12% -5,090 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,728 shares; 2024Q4: 7,573 shares; 2025Q1: 7,861 shares; 2025Q2: 8,551 shares; 2025Q3: 9,389 shares; 2025Q4: 9,707 shares 9,707 $5.54M 0.12% +318 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: 907 shares; 2024Q4: 908 shares; 2025Q1: 724 shares; 2025Q2: 761 shares; 2025Q3: 816 shares; 2025Q4: 1,018 shares 1,018 $5.45M 0.12% +202 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,575 shares; 2024Q4: 38,617 shares; 2025Q1: 38,618 shares; 2025Q2: 38,620 shares; 2025Q3: 39,716 shares; 2025Q4: 39,717 shares 39,717 $5.43M 0.12% +1 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,123 shares; 2024Q4: 11,047 shares; 2025Q1: 10,875 shares; 2025Q2: 13,296 shares; 2025Q3: 14,892 shares; 2025Q4: 21,057 shares 21,057 $5.41M 0.12% +6,165 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: 16,753 shares; 2024Q4: 17,171 shares; 2025Q1: 15,555 shares; 2025Q2: 15,409 shares; 2025Q3: 16,766 shares; 2025Q4: 15,652 shares 15,652 $5.39M 0.12% -1,114 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: 82,192 shares 82,192 $5.38M 0.12% new Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 389,618 shares; 2024Q4: 376,587 shares; 2025Q1: 273,038 shares; 2025Q2: 267,917 shares; 2025Q3: 265,188 shares; 2025Q4: 261,228 shares 261,228 $5.28M 0.12% -3,960 Timeline XLRE 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: 90,204 shares; 2024Q4: 90,104 shares; 2025Q1: 84,011 shares; 2025Q2: 116,015 shares; 2025Q3: 123,181 shares; 2025Q4: 130,553 shares 130,553 $5.27M 0.12% +7,372 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: 75,959 shares; 2024Q4: 80,038 shares; 2025Q1: 84,069 shares; 2025Q2: 61,006 shares; 2025Q3: 52,233 shares; 2025Q4: 51,341 shares 51,341 $5.13M 0.11% -892 Timeline AM ANTERO MIDSTREAM CORP More: the full row for ANTERO MIDSTREAM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 386,627 shares; 2024Q4: 364,907 shares; 2025Q1: 340,988 shares; 2025Q2: 301,410 shares; 2025Q3: 303,085 shares; 2025Q4: 287,345 shares 287,345 $5.11M 0.11% -15,740 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: 4,770 shares; 2024Q4: 5,429 shares; 2025Q1: 5,964 shares; 2025Q2: 12,880 shares; 2025Q3: 12,347 shares; 2025Q4: 28,655 shares 28,655 $5.09M 0.11% +16,308 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,564 shares; 2024Q4: 19,085 shares; 2025Q1: 20,022 shares; 2025Q2: 19,970 shares; 2025Q3: 21,694 shares; 2025Q4: 27,514 shares 27,514 $5.05M 0.11% +5,820 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 340,007 shares; 2024Q4: 351,886 shares; 2025Q1: 175,241 shares; 2025Q2: 197,373 shares; 2025Q3: 191,496 shares; 2025Q4: 191,520 shares 191,520 $5.04M 0.11% +24 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,011 shares; 2024Q4: 17,051 shares; 2025Q1: 16,190 shares; 2025Q2: 12,356 shares; 2025Q3: 12,864 shares; 2025Q4: 12,580 shares 12,580 $4.99M 0.11% -284 Timeline SPMD 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: 29,816 shares; 2024Q4: 29,816 shares; 2025Q1: 84,909 shares; 2025Q2: 85,221 shares; 2025Q3: 85,221 shares; 2025Q4: 85,356 shares 85,356 $4.94M 0.11% +135 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: 93,906 shares; 2024Q4: 186,562 shares; 2025Q1: 183,614 shares; 2025Q2: 183,783 shares; 2025Q3: 190,673 shares; 2025Q4: 173,223 shares 173,223 $4.93M 0.11% -17,450 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,853 shares; 2024Q4: 7,025 shares; 2025Q1: 7,605 shares; 2025Q2: 7,910 shares; 2025Q3: 9,237 shares; 2025Q4: 15,965 shares 15,965 $4.92M 0.11% +6,728 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: 835 shares; 2024Q4: 3,865 shares; 2025Q1: 3,881 shares; 2025Q2: 8,134 shares; 2025Q3: 5,914 shares; 2025Q4: 6,201 shares 6,201 $4.79M 0.11% +287 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,735 shares; 2024Q4: 31,036 shares; 2025Q1: 28,753 shares; 2025Q2: 25,629 shares; 2025Q3: 25,629 shares; 2025Q4: 28,275 shares 28,275 $4.77M 0.11% +2,646 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 103,733 shares; 2024Q4: 99,107 shares; 2025Q1: 61,091 shares; 2025Q2: 53,756 shares; 2025Q3: 54,765 shares; 2025Q4: 58,798 shares 58,798 $4.75M 0.11% +4,033 Timeline PALL ABRDN PALLADIUM ETF TRUST More: the full row for ABRDN PALLADIUM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,448 shares; 2024Q4: 44,609 shares; 2025Q1: 41,902 shares; 2025Q2: 43,076 shares; 2025Q3: 42,298 shares; 2025Q4: 32,223 shares 32,223 $4.68M 0.1% -10,075 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: 1,687 shares; 2024Q4: 1,695 shares; 2025Q1: 1,881 shares; 2025Q2: 1,883 shares; 2025Q3: 1,780 shares; 2025Q4: 25,375 shares 25,375 $4.64M 0.1% +23,595 Timeline INQQ EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 113,142 shares; 2025Q3: 242,125 shares; 2025Q4: 313,174 shares 313,174 $4.61M 0.1% +71,049 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: 11,135 shares; 2024Q4: 10,668 shares; 2025Q1: 10,091 shares; 2025Q2: 10,802 shares; 2025Q3: 14,602 shares; 2025Q4: 21,356 shares 21,356 $4.57M 0.1% +6,754 Timeline HESM HESS MIDSTREAM LP More: the full row for HESS MIDSTREAM LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,760 shares; 2025Q1: 16,760 shares; 2025Q2: 119,310 shares; 2025Q3: 122,765 shares; 2025Q4: 131,603 shares 131,603 $4.54M 0.1% +8,838 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: 12,326 shares; 2024Q4: 12,103 shares; 2025Q1: 11,900 shares; 2025Q2: 12,604 shares; 2025Q3: 13,781 shares; 2025Q4: 15,155 shares 15,155 $4.49M 0.1% +1,374 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: 4,077 shares; 2024Q4: 4,468 shares; 2025Q1: 4,571 shares; 2025Q2: 4,048 shares; 2025Q3: 4,731 shares; 2025Q4: 7,787 shares 7,787 $4.46M 0.1% +3,056 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,952 shares; 2024Q4: 27,692 shares; 2025Q1: 27,055 shares; 2025Q2: 44,655 shares; 2025Q3: 43,593 shares; 2025Q4: 42,170 shares 42,170 $4.43M 0.1% -1,423 Timeline VIOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,906 shares; 2024Q4: 26,216 shares; 2025Q1: 38,566 shares; 2025Q2: 27,814 shares; 2025Q3: 28,435 shares; 2025Q4: 39,653 shares 39,653 $4.4M 0.1% +11,218 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: 28,741 shares; 2024Q4: 27,768 shares; 2025Q1: 28,812 shares; 2025Q2: 24,895 shares; 2025Q3: 26,440 shares; 2025Q4: 27,859 shares 27,859 $4.29M 0.1% +1,419 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,416 shares; 2024Q4: 34,026 shares; 2025Q1: 34,536 shares; 2025Q2: 36,440 shares; 2025Q3: 37,842 shares; 2025Q4: 38,885 shares 38,885 $4.27M 0.1% +1,043 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: 92,933 shares; 2024Q4: 93,825 shares; 2025Q1: 90,121 shares; 2025Q2: 99,682 shares; 2025Q3: 610,611 shares; 2025Q4: 108,908 shares 108,908 $4.21M 0.09% -501,703 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: 32,339 shares; 2024Q4: 32,316 shares; 2025Q1: 28,974 shares; 2025Q2: 31,377 shares; 2025Q3: 30,810 shares; 2025Q4: 29,320 shares 29,320 $4.2M 0.09% -1,490 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: 87,312 shares; 2024Q4: 174,940 shares; 2025Q1: 175,237 shares; 2025Q2: 174,648 shares; 2025Q3: 174,648 shares; 2025Q4: 174,724 shares 174,724 $4.2M 0.09% +76 Timeline GBIL 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: 51,690 shares; 2024Q4: 45,930 shares; 2025Q1: 122,400 shares; 2025Q2: 81,073 shares; 2025Q3: 51,217 shares; 2025Q4: 41,852 shares 41,852 $4.2M 0.09% -9,365 Timeline AGI ALAMOS GOLD INC More: the full row for ALAMOS GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 191,756 shares; 2024Q4: 183,666 shares; 2025Q1: 138,441 shares; 2025Q2: 139,691 shares; 2025Q3: 109,346 shares; 2025Q4: 108,610 shares 108,610 $4.19M 0.09% -736 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: 452 shares; 2024Q4: 625 shares; 2025Q1: 585 shares; 2025Q2: 581 shares; 2025Q3: 888 shares; 2025Q4: 4,907 shares 4,907 $4.13M 0.09% +4,019 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: 11,124 shares; 2024Q4: 11,158 shares; 2025Q1: 11,232 shares; 2025Q2: 15,900 shares; 2025Q3: 17,649 shares; 2025Q4: 26,725 shares 26,725 $4.11M 0.09% +9,076 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 260,959 shares; 2024Q4: 259,790 shares; 2025Q1: 53,238 shares; 2025Q2: 52,248 shares; 2025Q3: 48,808 shares; 2025Q4: 47,813 shares 47,813 $4.1M 0.09% -995 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: 36,792 shares; 2024Q4: 36,351 shares; 2025Q1: 36,172 shares; 2025Q2: 34,370 shares; 2025Q3: 35,904 shares; 2025Q4: 36,232 shares 36,232 $4.09M 0.09% +328 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: 53,674 shares; 2024Q4: 50,743 shares; 2025Q1: 53,506 shares; 2025Q2: 78,245 shares; 2025Q3: 64,485 shares; 2025Q4: 65,088 shares 65,088 $4.07M 0.09% +603 Timeline MGM MGM RESORTS INTERNATIONAL More: the full row for MGM RESORTS INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,313 shares; 2024Q4: 78,869 shares; 2025Q1: 76,452 shares; 2025Q2: 97,922 shares; 2025Q3: 98,561 shares; 2025Q4: 110,996 shares 110,996 $4.05M 0.09% +12,435 Timeline VIOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,892 shares; 2024Q4: 40,903 shares; 2025Q1: 40,903 shares; 2025Q2: 40,904 shares; 2025Q3: 40,904 shares; 2025Q4: 41,401 shares 41,401 $4.05M 0.09% +497 Timeline AAXJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,334 shares; 2024Q4: 43,096 shares; 2025Q1: 43,314 shares; 2025Q2: 43,205 shares; 2025Q3: 43,251 shares; 2025Q4: 43,251 shares 43,251 $4.03M 0.09% 0 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: 22,984 shares; 2024Q4: 23,563 shares; 2025Q1: 20,897 shares; 2025Q2: 17,149 shares; 2025Q3: 17,550 shares; 2025Q4: 17,948 shares 17,948 $4.01M 0.09% +398 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,725 shares; 2025Q1: 11,380 shares; 2025Q2: 11,749 shares; 2025Q3: 11,442 shares; 2025Q4: 20,388 shares 20,388 $3.96M 0.09% +8,946 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,329 shares; 2024Q4: 12,638 shares; 2025Q1: 10,982 shares; 2025Q2: 10,236 shares; 2025Q3: 11,364 shares; 2025Q4: 12,966 shares 12,966 $3.96M 0.09% +1,602 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 183,150 shares; 2024Q4: 205,551 shares; 2025Q1: 149,176 shares; 2025Q2: 65,620 shares; 2025Q3: 64,543 shares; 2025Q4: 63,638 shares 63,638 $3.96M 0.09% -905 Timeline SCHC 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: 95,377 shares; 2024Q4: 73,965 shares; 2025Q1: 67,566 shares; 2025Q2: 100,176 shares; 2025Q3: 85,566 shares; 2025Q4: 85,618 shares 85,618 $3.9M 0.09% +52 Timeline NICE NICE LTD More: the full row for NICE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,912 shares; 2024Q4: 19,118 shares; 2025Q1: 19,078 shares; 2025Q2: 19,807 shares; 2025Q3: 18,715 shares; 2025Q4: 34,477 shares 34,477 $3.9M 0.09% +15,762 Timeline KWEB KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 97,095 shares; 2025Q1: 117,590 shares; 2025Q2: 118,835 shares; 2025Q3: 115,025 shares; 2025Q4: 114,083 shares 114,083 $3.88M 0.09% -942 Timeline EWD 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: 64,259 shares; 2024Q4: 61,359 shares; 2025Q1: 65,584 shares; 2025Q2: 72,444 shares; 2025Q3: 74,206 shares; 2025Q4: 78,271 shares 78,271 $3.85M 0.09% +4,065 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,991 shares; 2024Q4: 34,703 shares; 2025Q1: not reported; 2025Q2: 33,070 shares; 2025Q3: 33,069 shares; 2025Q4: 35,783 shares 35,783 $3.83M 0.09% +2,714 Timeline EWW 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: 41,406 shares; 2024Q4: 38,033 shares; 2025Q1: 59,090 shares; 2025Q2: 49,320 shares; 2025Q3: 50,917 shares; 2025Q4: 54,623 shares 54,623 $3.79M 0.08% +3,706 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: 4,759 shares; 2024Q4: 4,314 shares; 2025Q1: 5,034 shares; 2025Q2: 5,148 shares; 2025Q3: 5,563 shares; 2025Q4: 5,652 shares 5,652 $3.74M 0.08% +89 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: 113,100 shares; 2024Q4: 118,793 shares; 2025Q1: 108,047 shares; 2025Q2: 52,198 shares; 2025Q3: 42,282 shares; 2025Q4: 42,356 shares 42,356 $3.69M 0.08% +74 Timeline EEFT EURONET WORLDWIDE INC More: the full row for EURONET WORLDWIDE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,880 shares; 2024Q4: 35,521 shares; 2025Q1: 33,906 shares; 2025Q2: 34,035 shares; 2025Q3: 32,975 shares; 2025Q4: 47,196 shares 47,196 $3.59M 0.08% +14,221 Timeline GOLD GOLD COM INC More: the full row for GOLD COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,547 shares; 2024Q4: 157,033 shares; 2025Q1: 139,086 shares; 2025Q2: 137,922 shares; 2025Q3: 73,258 shares; 2025Q4: 75,992 shares 75,992 $3.55M 0.08% +2,734 Timeline TRPA HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 131,731 shares; 2024Q4: 134,361 shares; 2025Q1: 109,990 shares; 2025Q2: 101,195 shares; 2025Q3: 100,580 shares; 2025Q4: 90,010 shares 90,010 $3.52M 0.08% -10,570 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,558 shares; 2024Q4: 39,170 shares; 2025Q1: 39,183 shares; 2025Q2: 38,050 shares; 2025Q3: 42,283 shares; 2025Q4: 50,019 shares 50,019 $3.5M 0.08% +7,736 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: 108,798 shares; 2024Q4: 109,340 shares; 2025Q1: 112,050 shares; 2025Q2: 124,797 shares; 2025Q3: 139,994 shares; 2025Q4: 139,505 shares 139,505 $3.47M 0.08% -489 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: 41,013 shares; 2024Q4: 42,014 shares; 2025Q1: 41,940 shares; 2025Q2: 42,576 shares; 2025Q3: 41,107 shares; 2025Q4: 39,965 shares 39,965 $3.42M 0.08% -1,142 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: 10,129 shares; 2024Q4: 10,140 shares; 2025Q1: 10,313 shares; 2025Q2: 11,301 shares; 2025Q3: 11,839 shares; 2025Q4: 12,243 shares 12,243 $3.34M 0.07% +404 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,281 shares; 2024Q4: 32,881 shares; 2025Q1: 32,881 shares; 2025Q2: 34,381 shares; 2025Q3: 34,381 shares; 2025Q4: 34,381 shares 34,381 $3.31M 0.07% 0 Timeline IIF MORGAN STANLEY INDIA INVT FD More: the full row for MORGAN STANLEY INDIA INVT 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: 102,447 shares; 2025Q2: 112,153 shares; 2025Q3: 114,771 shares; 2025Q4: 121,279 shares 121,279 $3.26M 0.07% +6,508 Timeline UDR UDR INC More: the full row for UDR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 119,795 shares; 2024Q4: 125,764 shares; 2025Q1: 118,117 shares; 2025Q2: 120,811 shares; 2025Q3: 206,399 shares; 2025Q4: 88,842 shares 88,842 $3.26M 0.07% -117,557 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,775 shares; 2024Q4: 18,005 shares; 2025Q1: 18,233 shares; 2025Q2: 18,233 shares; 2025Q3: 33,308 shares; 2025Q4: 64,392 shares 64,392 $3.2M 0.07% +31,084 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: 4,526 shares; 2024Q4: 4,526 shares; 2025Q1: 5,199 shares; 2025Q2: 5,199 shares; 2025Q3: 5,199 shares; 2025Q4: 6,721 shares 6,721 $3.18M 0.07% +1,522 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,156 shares; 2024Q4: 4,268 shares; 2025Q1: 4,288 shares; 2025Q2: 5,038 shares; 2025Q3: 4,838 shares; 2025Q4: 5,596 shares 5,596 $3.17M 0.07% +758 Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,824 shares; 2024Q4: 45,008 shares; 2025Q1: 45,718 shares; 2025Q2: 49,268 shares; 2025Q3: 54,172 shares; 2025Q4: 57,478 shares 57,478 $3.16M 0.07% +3,306 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: 20,787 shares; 2024Q4: 20,788 shares; 2025Q1: 20,679 shares; 2025Q2: 24,072 shares; 2025Q3: 25,349 shares; 2025Q4: 25,747 shares 25,747 $3.16M 0.07% +398 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: 35,269 shares; 2024Q4: 35,269 shares; 2025Q1: 35,519 shares; 2025Q2: 35,269 shares; 2025Q3: 37,270 shares; 2025Q4: 38,921 shares 38,921 $3.16M 0.07% +1,651 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: 2,068 shares; 2024Q4: 2,129 shares; 2025Q1: 2,169 shares; 2025Q2: 2,346 shares; 2025Q3: 2,711 shares; 2025Q4: 3,341 shares 3,341 $3.12M 0.07% +630 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,325 shares; 2024Q4: 7,300 shares; 2025Q1: 7,607 shares; 2025Q2: 7,347 shares; 2025Q3: 7,980 shares; 2025Q4: 9,737 shares 9,737 $3.1M 0.07% +1,757 Timeline VNOM VIPER ENERGY INC More: the full row for VIPER ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 79,160 shares; 2025Q4: 79,988 shares 79,988 $3.09M 0.07% +828 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: 3,499 shares; 2024Q4: 3,223 shares; 2025Q1: 6,069 shares; 2025Q2: 8,655 shares; 2025Q3: 9,166 shares; 2025Q4: 8,758 shares 8,758 $3.07M 0.07% -408 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,266 shares; 2024Q4: 3,262 shares; 2025Q1: 3,325 shares; 2025Q2: 3,310 shares; 2025Q3: 3,491 shares; 2025Q4: 7,781 shares 7,781 $3.03M 0.07% +4,290 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,039 shares; 2024Q4: 8,099 shares; 2025Q1: 9,312 shares; 2025Q2: 8,280 shares; 2025Q3: 8,971 shares; 2025Q4: 9,248 shares 9,248 $3.03M 0.07% +277 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: 22,082 shares; 2024Q4: 22,082 shares; 2025Q1: 22,884 shares; 2025Q2: 24,569 shares; 2025Q3: 24,111 shares; 2025Q4: 25,830 shares 25,830 $3M 0.07% +1,719 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: 23,494 shares; 2024Q4: 23,716 shares; 2025Q1: 23,737 shares; 2025Q2: 24,518 shares; 2025Q3: 41,217 shares; 2025Q4: 117,678 shares 117,678 $2.99M 0.07% +76,461 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: 16,480 shares; 2024Q4: 16,925 shares; 2025Q1: 17,983 shares; 2025Q2: 22,421 shares; 2025Q3: 24,063 shares; 2025Q4: 23,745 shares 23,745 $2.98M 0.07% -318 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,454 shares; 2024Q4: 8,850 shares; 2025Q1: 3,338 shares; 2025Q2: 3,339 shares; 2025Q3: 3,571 shares; 2025Q4: 3,529 shares 3,529 $2.9M 0.06% -42 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: 8,133 shares; 2025Q1: 13,263 shares; 2025Q2: 10,359 shares; 2025Q3: 12,563 shares; 2025Q4: 16,782 shares 16,782 $2.88M 0.06% +4,219 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,006 shares; 2024Q4: 80,007 shares; 2025Q1: 51,282 shares; 2025Q2: 61,223 shares; 2025Q3: 52,282 shares; 2025Q4: 52,282 shares 52,282 $2.86M 0.06% 0 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,024 shares; 2024Q4: 13,752 shares; 2025Q1: 14,648 shares; 2025Q2: 15,174 shares; 2025Q3: 17,388 shares; 2025Q4: 17,558 shares 17,558 $2.84M 0.06% +170 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: 22,236 shares; 2024Q4: 22,168 shares; 2025Q1: 22,169 shares; 2025Q2: 21,909 shares; 2025Q3: 21,874 shares; 2025Q4: 22,021 shares 22,021 $2.84M 0.06% +147 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: 11,736 shares; 2024Q4: 11,766 shares; 2025Q1: 12,364 shares; 2025Q2: 12,829 shares; 2025Q3: 13,364 shares; 2025Q4: 21,963 shares 21,963 $2.83M 0.06% +8,599 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,520 shares; 2024Q4: 8,859 shares; 2025Q1: 8,867 shares; 2025Q2: 9,551 shares; 2025Q3: 13,537 shares; 2025Q4: 13,188 shares 13,188 $2.82M 0.06% -349 Timeline EWH 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: 113,107 shares; 2024Q4: 107,680 shares; 2025Q1: 117,560 shares; 2025Q2: 124,720 shares; 2025Q3: 126,158 shares; 2025Q4: 128,753 shares 128,753 $2.74M 0.06% +2,595 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: 16,838 shares; 2024Q4: 16,400 shares; 2025Q1: 16,655 shares; 2025Q2: 16,301 shares; 2025Q3: 16,862 shares; 2025Q4: 28,486 shares 28,486 $2.74M 0.06% +11,624 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,586 shares; 2024Q4: 71,711 shares; 2025Q1: 69,609 shares; 2025Q2: 66,406 shares; 2025Q3: 67,725 shares; 2025Q4: 78,326 shares 78,326 $2.72M 0.06% +10,601 Timeline BG BUNGE GLOBAL SA More: the full row for BUNGE GLOBAL SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,695 shares; 2024Q4: 33,126 shares; 2025Q1: 54,003 shares; 2025Q2: 55,142 shares; 2025Q3: 52,253 shares; 2025Q4: 30,124 shares 30,124 $2.68M 0.06% -22,129 Timeline BSM BLACK STONE MINERALS L P More: the full row for BLACK STONE MINERALS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 330,581 shares; 2024Q4: 321,220 shares; 2025Q1: 263,100 shares; 2025Q2: 260,190 shares; 2025Q3: 218,815 shares; 2025Q4: 199,475 shares 199,475 $2.65M 0.06% -19,340 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: 9,704 shares; 2024Q4: 10,156 shares; 2025Q1: 10,512 shares; 2025Q2: 10,726 shares; 2025Q3: 11,244 shares; 2025Q4: 33,260 shares 33,260 $2.63M 0.06% +22,016 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,076 shares; 2024Q4: 8,061 shares; 2025Q1: 8,061 shares; 2025Q2: 8,701 shares; 2025Q3: 13,186 shares; 2025Q4: 13,186 shares 13,186 $2.62M 0.06% 0 Timeline SKYD PARAMOUNT SKYDANCE CORP More: the full row for PARAMOUNT SKYDANCE 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: 194,814 shares; 2025Q4: 194,100 shares 194,100 $2.61M 0.06% -714 Timeline ASHR 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: 61,702 shares; 2024Q4: 57,788 shares; 2025Q1: 64,562 shares; 2025Q2: 73,367 shares; 2025Q3: 75,417 shares; 2025Q4: 78,720 shares 78,720 $2.59M 0.06% +3,303 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,451 shares; 2024Q4: 86,215 shares; 2025Q1: 87,011 shares; 2025Q2: 115,831 shares; 2025Q3: 158,379 shares; 2025Q4: 161,976 shares 161,976 $2.57M 0.06% +3,597 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: 6,379 shares; 2024Q4: 6,482 shares; 2025Q1: 8,691 shares; 2025Q2: 11,027 shares; 2025Q3: 9,990 shares; 2025Q4: 43,792 shares 43,792 $2.56M 0.06% +33,802 Timeline NVR NVR INC More: the full row for NVR 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: 25 shares; 2025Q4: 350 shares 350 $2.55M 0.06% +325 Timeline SGDM SPROTT ETF TRUST More: the full row for SPROTT ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,830 shares; 2024Q4: 40,830 shares; 2025Q1: 36,380 shares; 2025Q2: 36,380 shares; 2025Q3: 36,380 shares; 2025Q4: 36,380 shares 36,380 $2.53M 0.06% 0 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: 23,218 shares; 2024Q4: 22,168 shares; 2025Q1: 22,168 shares; 2025Q2: 22,819 shares; 2025Q3: 22,819 shares; 2025Q4: 26,245 shares 26,245 $2.53M 0.06% +3,426 Timeline PINS PINTEREST INC More: the full row for PINTEREST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 83,905 shares; 2025Q1: 85,179 shares; 2025Q2: 84,350 shares; 2025Q3: 82,009 shares; 2025Q4: 97,360 shares 97,360 $2.52M 0.06% +15,351 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: 94,227 shares; 2024Q4: 96,707 shares; 2025Q1: 120,148 shares; 2025Q2: 156,477 shares; 2025Q3: 214,955 shares; 2025Q4: 214,169 shares 214,169 $2.51M 0.06% -786 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: 32,418 shares; 2024Q4: 32,419 shares; 2025Q1: 25,512 shares; 2025Q2: 25,512 shares; 2025Q3: 25,649 shares; 2025Q4: 33,732 shares 33,732 $2.5M 0.06% +8,083 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: 21,378 shares; 2024Q4: 21,416 shares; 2025Q1: 21,840 shares; 2025Q2: 20,510 shares; 2025Q3: 21,101 shares; 2025Q4: 22,433 shares 22,433 $2.47M 0.06% +1,332 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,896 shares; 2024Q4: 13,578 shares; 2025Q1: 13,769 shares; 2025Q2: 14,246 shares; 2025Q3: 14,765 shares; 2025Q4: 15,322 shares 15,322 $2.45M 0.05% +557 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: 16,801 shares; 2024Q4: 16,735 shares; 2025Q1: 16,973 shares; 2025Q2: 17,103 shares; 2025Q3: 17,126 shares; 2025Q4: 50,906 shares 50,906 $2.4M 0.05% +33,780 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,806 shares; 2024Q4: 12,960 shares; 2025Q1: 12,136 shares; 2025Q2: 13,529 shares; 2025Q3: 13,961 shares; 2025Q4: 14,488 shares 14,488 $2.33M 0.05% +527 Timeline INMD INMODE LTD More: the full row for INMODE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 180,887 shares; 2025Q2: 177,048 shares; 2025Q3: 169,169 shares; 2025Q4: 156,955 shares 156,955 $2.31M 0.05% -12,214 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: 3,117 shares; 2024Q4: 3,024 shares; 2025Q1: 2,975 shares; 2025Q2: 2,774 shares; 2025Q3: 3,673 shares; 2025Q4: 3,901 shares 3,901 $2.26M 0.05% +228 Timeline VMBS 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: 554,253 shares; 2024Q4: 527,755 shares; 2025Q1: 91,402 shares; 2025Q2: 65,638 shares; 2025Q3: 57,778 shares; 2025Q4: 47,726 shares 47,726 $2.25M 0.05% -10,052 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,366 shares; 2024Q4: 20,808 shares; 2025Q1: 21,476 shares; 2025Q2: 21,079 shares; 2025Q3: 16,093 shares; 2025Q4: 16,467 shares 16,467 $2.25M 0.05% +374 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,135 shares; 2024Q4: 14,536 shares; 2025Q1: 14,636 shares; 2025Q2: 14,836 shares; 2025Q3: 16,333 shares; 2025Q4: 16,075 shares 16,075 $2.24M 0.05% -258 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,583 shares; 2024Q4: 37,703 shares; 2025Q1: 38,678 shares; 2025Q2: 41,328 shares; 2025Q3: 37,028 shares; 2025Q4: 34,425 shares 34,425 $2.22M 0.05% -2,603 Timeline EWS 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: 145,098 shares; 2024Q4: 136,135 shares; 2025Q1: 68,970 shares; 2025Q2: 75,095 shares; 2025Q3: 76,572 shares; 2025Q4: 80,607 shares 80,607 $2.22M 0.05% +4,035 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: 14,918 shares; 2024Q4: 17,099 shares; 2025Q1: 19,560 shares; 2025Q2: 16,927 shares; 2025Q3: 33,289 shares; 2025Q4: 45,636 shares 45,636 $2.21M 0.05% +12,347 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,906 shares; 2024Q4: 18,109 shares; 2025Q1: 13,238 shares; 2025Q2: 23,777 shares; 2025Q3: 33,915 shares; 2025Q4: 36,584 shares 36,584 $2.21M 0.05% +2,669 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,426 shares; 2024Q4: 35,912 shares; 2025Q1: 35,886 shares; 2025Q2: 36,350 shares; 2025Q3: 37,994 shares; 2025Q4: 37,622 shares 37,622 $2.21M 0.05% -372 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: 913 shares; 2024Q4: 772 shares; 2025Q1: 1,009 shares; 2025Q2: 1,054 shares; 2025Q3: 1,213 shares; 2025Q4: 1,804 shares 1,804 $2.19M 0.05% +591 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: 2,640 shares; 2024Q4: 2,539 shares; 2025Q1: 2,798 shares; 2025Q2: 2,649 shares; 2025Q3: 2,497 shares; 2025Q4: 4,801 shares 4,801 $2.18M 0.05% +2,304 Timeline EWA 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: 68,047 shares; 2024Q4: 64,032 shares; 2025Q1: 69,717 shares; 2025Q2: 77,692 shares; 2025Q3: 79,480 shares; 2025Q4: 82,030 shares 82,030 $2.15M 0.05% +2,550 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 147,556 shares; 2024Q4: 158,276 shares; 2025Q1: 140,234 shares; 2025Q2: 167,496 shares; 2025Q3: 8,048 shares; 2025Q4: 21,548 shares 21,548 $2.14M 0.05% +13,500 Timeline XT 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: 39,837 shares; 2024Q4: 36,443 shares; 2025Q1: 31,050 shares; 2025Q2: 30,441 shares; 2025Q3: 30,441 shares; 2025Q4: 30,528 shares 30,528 $2.13M 0.05% +87 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,812 shares; 2024Q4: 8,684 shares; 2025Q1: 10,405 shares; 2025Q2: 11,857 shares; 2025Q3: 12,868 shares; 2025Q4: 15,498 shares 15,498 $2.12M 0.05% +2,630 Timeline BAX BAXTER INTL INC More: the full row for BAXTER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,196 shares; 2024Q4: 8,162 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 109,984 shares 109,984 $2.1M 0.05% new Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,427 shares; 2024Q4: 10,810 shares; 2025Q1: 10,228 shares; 2025Q2: 11,633 shares; 2025Q3: 11,785 shares; 2025Q4: 12,300 shares 12,300 $2.1M 0.05% +515 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,442 shares; 2024Q4: 11,115 shares; 2025Q1: 21,230 shares; 2025Q2: 3,222 shares; 2025Q3: 3,532 shares; 2025Q4: 4,314 shares 4,314 $2.09M 0.05% +782 Timeline ALLY ALLY FINL INC More: the full row for ALLY FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,209 shares; 2025Q3: 5,209 shares; 2025Q4: 45,939 shares 45,939 $2.08M 0.05% +40,730 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,803 shares; 2024Q4: 12,296 shares; 2025Q1: 11,963 shares; 2025Q2: 10,110 shares; 2025Q3: 10,597 shares; 2025Q4: 25,553 shares 25,553 $2.08M 0.05% +14,956 Timeline CTRE CARETRUST REIT INC More: the full row for CARETRUST REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,792 shares; 2024Q4: 11,110 shares; 2025Q1: 14,168 shares; 2025Q2: 12,709 shares; 2025Q3: 18,037 shares; 2025Q4: 56,576 shares 56,576 $2.06M 0.05% +38,539 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,315 shares; 2024Q4: 56,325 shares; 2025Q1: 51,114 shares; 2025Q2: 18,050 shares; 2025Q3: 81,612 shares; 2025Q4: 154,658 shares 154,658 $2.03M 0.05% +73,046 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,205 shares; 2024Q4: 19,455 shares; 2025Q1: 18,865 shares; 2025Q2: 21,382 shares; 2025Q3: 21,709 shares; 2025Q4: 21,592 shares 21,592 $2.02M 0.05% -117 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: 20,538 shares; 2024Q4: 16,035 shares; 2025Q1: 11,718 shares; 2025Q2: 11,198 shares; 2025Q3: 12,364 shares; 2025Q4: 15,831 shares 15,831 $2.02M 0.05% +3,467 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,707 shares; 2024Q4: 3,746 shares; 2025Q1: 3,693 shares; 2025Q2: 3,538 shares; 2025Q3: 3,556 shares; 2025Q4: 24,053 shares 24,053 $2.02M 0.05% +20,497 Timeline EWU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,212 shares; 2024Q4: 33,912 shares; 2025Q1: 38,174 shares; 2025Q2: 42,154 shares; 2025Q3: 43,038 shares; 2025Q4: 45,393 shares 45,393 $2M 0.04% +2,355 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: 56,528 shares; 2024Q4: 69,143 shares; 2025Q1: 67,824 shares; 2025Q2: 83,255 shares; 2025Q3: 105,349 shares; 2025Q4: 103,040 shares 103,040 $1.99M 0.04% -2,309 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,462 shares; 2024Q4: 11,484 shares; 2025Q1: 9,913 shares; 2025Q2: 9,913 shares; 2025Q3: 10,565 shares; 2025Q4: 10,139 shares 10,139 $1.98M 0.04% -426 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,974 shares; 2024Q4: 18,850 shares; 2025Q1: 18,788 shares; 2025Q2: 17,668 shares; 2025Q3: 20,035 shares; 2025Q4: 23,276 shares 23,276 $1.96M 0.04% +3,241 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: 14,529 shares; 2024Q4: 14,401 shares; 2025Q1: 14,298 shares; 2025Q2: 14,079 shares; 2025Q3: 14,010 shares; 2025Q4: 13,974 shares 13,974 $1.95M 0.04% -36 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: 9,051 shares; 2024Q4: 12,143 shares; 2025Q1: 9,847 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 71,514 shares 71,514 $1.94M 0.04% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 110,575 shares 110,575 $1.93M 0.04% new Timeline AOS SMITH A O CORP More: the full row for SMITH A O CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 28,878 shares 28,878 $1.93M 0.04% new Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,317 shares; 2024Q4: 27,951 shares; 2025Q1: 30,188 shares; 2025Q2: 28,618 shares; 2025Q3: 39,805 shares; 2025Q4: 41,308 shares 41,308 $1.91M 0.04% +1,503 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: 787 shares; 2024Q4: 789 shares; 2025Q1: 720 shares; 2025Q2: 644 shares; 2025Q3: 743 shares; 2025Q4: 2,171 shares 2,171 $1.91M 0.04% +1,428 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: 36,872 shares; 2024Q4: 48,412 shares; 2025Q1: 49,423 shares; 2025Q2: 52,627 shares; 2025Q3: 79,135 shares; 2025Q4: 80,621 shares 80,621 $1.88M 0.04% +1,486 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,013 shares; 2024Q4: 15,970 shares; 2025Q1: 13,939 shares; 2025Q2: 15,202 shares; 2025Q3: 23,954 shares; 2025Q4: 23,475 shares 23,475 $1.88M 0.04% -479 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,645 shares; 2024Q4: 18,534 shares; 2025Q1: 18,534 shares; 2025Q2: 18,534 shares; 2025Q3: 18,775 shares; 2025Q4: 18,775 shares 18,775 $1.88M 0.04% 0 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,599 shares; 2024Q4: 7,582 shares; 2025Q1: 7,611 shares; 2025Q2: 7,466 shares; 2025Q3: 7,018 shares; 2025Q4: 6,341 shares 6,341 $1.87M 0.04% -677 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 541,522 shares; 2024Q4: 314,244 shares; 2025Q1: 68,137 shares; 2025Q2: 72,818 shares; 2025Q3: 69,353 shares; 2025Q4: 67,808 shares 67,808 $1.86M 0.04% -1,545 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: 8,420 shares; 2024Q4: 47,127 shares; 2025Q1: 48,010 shares; 2025Q2: 62,956 shares; 2025Q3: 66,954 shares; 2025Q4: 72,266 shares 72,266 $1.85M 0.04% +5,312 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: 6,347 shares; 2024Q4: 6,328 shares; 2025Q1: 6,328 shares; 2025Q2: 6,328 shares; 2025Q3: 6,328 shares; 2025Q4: 6,365 shares 6,365 $1.85M 0.04% +37 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: 17,667 shares; 2024Q4: 19,036 shares; 2025Q1: 22,842 shares; 2025Q2: 23,851 shares; 2025Q3: 23,218 shares; 2025Q4: 23,409 shares 23,409 $1.84M 0.04% +191 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,324 shares; 2024Q4: 4,533 shares; 2025Q1: 4,447 shares; 2025Q2: 4,272 shares; 2025Q3: 4,653 shares; 2025Q4: 5,824 shares 5,824 $1.83M 0.04% +1,171 Timeline CMF 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: 34,134 shares; 2024Q4: 34,134 shares; 2025Q1: 34,134 shares; 2025Q2: 38,184 shares; 2025Q3: 31,184 shares; 2025Q4: 31,834 shares 31,834 $1.83M 0.04% +650 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,590 shares; 2024Q4: 2,319 shares; 2025Q1: 2,326 shares; 2025Q2: 2,667 shares; 2025Q3: 3,613 shares; 2025Q4: 5,865 shares 5,865 $1.82M 0.04% +2,252 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,930 shares; 2024Q4: 3,881 shares; 2025Q1: 4,088 shares; 2025Q2: 4,238 shares; 2025Q3: 4,743 shares; 2025Q4: 4,261 shares 4,261 $1.82M 0.04% -482 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: 79,622 shares; 2024Q4: 79,086 shares; 2025Q1: 67,937 shares; 2025Q2: 71,105 shares; 2025Q3: 70,307 shares; 2025Q4: 60,706 shares 60,706 $1.81M 0.04% -9,601 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: 4,166 shares; 2024Q4: 4,158 shares; 2025Q1: 4,131 shares; 2025Q2: 4,646 shares; 2025Q3: 4,926 shares; 2025Q4: 5,116 shares 5,116 $1.8M 0.04% +190 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,932 shares; 2024Q4: 23,283 shares; 2025Q1: 19,080 shares; 2025Q2: 20,092 shares; 2025Q3: 22,697 shares; 2025Q4: 22,396 shares 22,396 $1.8M 0.04% -301 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: 25,285 shares; 2024Q4: 24,211 shares; 2025Q1: 2,733 shares; 2025Q2: 2,385 shares; 2025Q3: 3,053 shares; 2025Q4: 9,637 shares 9,637 $1.79M 0.04% +6,584 Timeline FXY INVESCO CURRENCYSHARES More: the full row for INVESCO CURRENCYSHARES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,559 shares; 2024Q4: 67,420 shares; 2025Q1: 62,861 shares; 2025Q2: 47,086 shares; 2025Q3: 35,516 shares; 2025Q4: 30,456 shares 30,456 $1.79M 0.04% -5,060 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,789 shares; 2024Q4: 24,927 shares; 2025Q1: 24,808 shares; 2025Q2: 25,422 shares; 2025Q3: 25,639 shares; 2025Q4: 49,090 shares 49,090 $1.78M 0.04% +23,451 Timeline ETHE GRAYSCALE ETHEREUM STAKING E More: the full row for GRAYSCALE ETHEREUM STAKING E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,055 shares; 2024Q4: 56,005 shares; 2025Q1: 11,300 shares; 2025Q2: 46,250 shares; 2025Q3: 78,585 shares; 2025Q4: 72,860 shares 72,860 $1.78M 0.04% -5,725 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,713 shares; 2024Q4: 9,816 shares; 2025Q1: 8,727 shares; 2025Q2: 8,995 shares; 2025Q3: 9,580 shares; 2025Q4: 7,671 shares 7,671 $1.77M 0.04% -1,909 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,295 shares; 2025Q4: 7,470 shares 7,470 $1.77M 0.04% +1,175 Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 127,224 shares; 2024Q4: 121,810 shares; 2025Q1: 119,790 shares; 2025Q2: 117,557 shares; 2025Q3: 104,039 shares; 2025Q4: 98,384 shares 98,384 $1.76M 0.04% -5,655 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,573 shares; 2024Q4: 12,306 shares; 2025Q1: 19,885 shares; 2025Q2: 20,088 shares; 2025Q3: 19,720 shares; 2025Q4: 22,224 shares 22,224 $1.76M 0.04% +2,504 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: 6,794 shares; 2024Q4: 6,806 shares; 2025Q1: 5,591 shares; 2025Q2: 6,595 shares; 2025Q3: 6,467 shares; 2025Q4: 6,767 shares 6,767 $1.75M 0.04% +300 Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,555 shares; 2024Q4: 11,594 shares; 2025Q1: 11,796 shares; 2025Q2: 11,466 shares; 2025Q3: 12,170 shares; 2025Q4: 15,105 shares 15,105 $1.73M 0.04% +2,935 Timeline FN FABRINET More: the full row for FABRINET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,090 shares; 2024Q4: 3,104 shares; 2025Q1: 3,001 shares; 2025Q2: 3,032 shares; 2025Q3: 3,249 shares; 2025Q4: 3,790 shares 3,790 $1.73M 0.04% +541 Timeline STM STMICROELECTRONICS N V More: the full row for STMICROELECTRONICS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,311 shares; 2025Q3: 16,412 shares; 2025Q4: 66,477 shares 66,477 $1.72M 0.04% +50,065 Timeline OMF ONEMAIN HLDGS INC More: the full row for ONEMAIN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,008 shares; 2025Q1: not reported; 2025Q2: 10,346 shares; 2025Q3: 10,579 shares; 2025Q4: 25,434 shares 25,434 $1.72M 0.04% +14,855 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,159 shares; 2024Q4: 18,509 shares; 2025Q1: 21,350 shares; 2025Q2: 25,675 shares; 2025Q3: 25,675 shares; 2025Q4: 24,654 shares 24,654 $1.71M 0.04% -1,021 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,806 shares; 2024Q4: 1,888 shares; 2025Q1: 2,096 shares; 2025Q2: 2,211 shares; 2025Q3: 2,586 shares; 2025Q4: 2,602 shares 2,602 $1.7M 0.04% +16 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: 4,467 shares; 2024Q4: 4,101 shares; 2025Q1: 8,984 shares; 2025Q2: 8,740 shares; 2025Q3: 9,011 shares; 2025Q4: 10,341 shares 10,341 $1.69M 0.04% +1,330 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: 239 shares; 2024Q4: 240 shares; 2025Q1: 334 shares; 2025Q2: 355 shares; 2025Q3: 264 shares; 2025Q4: 1,655 shares 1,655 $1.67M 0.04% +1,391 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,926 shares; 2024Q4: 5,976 shares; 2025Q1: 6,425 shares; 2025Q2: 7,309 shares; 2025Q3: 7,515 shares; 2025Q4: 7,337 shares 7,337 $1.67M 0.04% -178 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,828 shares; 2024Q4: 2,816 shares; 2025Q1: 2,934 shares; 2025Q2: 3,745 shares; 2025Q3: 4,182 shares; 2025Q4: 3,169 shares 3,169 $1.66M 0.04% -1,013 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,818 shares; 2024Q4: 4,808 shares; 2025Q1: 4,783 shares; 2025Q2: 5,212 shares; 2025Q3: 5,778 shares; 2025Q4: 6,080 shares 6,080 $1.65M 0.04% +302 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: 17,592 shares; 2024Q4: 17,517 shares; 2025Q1: 18,118 shares; 2025Q2: 24,382 shares; 2025Q3: 23,426 shares; 2025Q4: 30,606 shares 30,606 $1.65M 0.04% +7,180 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,181 shares; 2024Q4: 8,889 shares; 2025Q1: 10,793 shares; 2025Q2: 7,170 shares; 2025Q3: 8,393 shares; 2025Q4: 9,454 shares 9,454 $1.64M 0.04% +1,061 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,042 shares; 2024Q4: 6,657 shares; 2025Q1: 6,655 shares; 2025Q2: 8,328 shares; 2025Q3: 9,234 shares; 2025Q4: 7,519 shares 7,519 $1.63M 0.04% -1,715 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,750 shares; 2024Q4: 3,911 shares; 2025Q1: 3,759 shares; 2025Q2: 3,759 shares; 2025Q3: 4,724 shares; 2025Q4: 4,724 shares 4,724 $1.62M 0.04% 0 Timeline CRUS CIRRUS LOGIC INC More: the full row for CIRRUS LOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,947 shares; 2025Q3: 3,617 shares; 2025Q4: 13,631 shares 13,631 $1.62M 0.04% +10,014 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: 29,631 shares; 2024Q4: 28,078 shares; 2025Q1: 29,738 shares; 2025Q2: 29,410 shares; 2025Q3: 29,697 shares; 2025Q4: 29,697 shares 29,697 $1.6M 0.04% 0 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: 13,719 shares; 2024Q4: 13,252 shares; 2025Q1: 14,216 shares; 2025Q2: 15,034 shares; 2025Q3: 16,770 shares; 2025Q4: 16,428 shares 16,428 $1.59M 0.04% -342 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: 39,459 shares; 2024Q4: 41,113 shares; 2025Q1: 40,126 shares; 2025Q2: 39,839 shares; 2025Q3: 43,458 shares; 2025Q4: 29,374 shares 29,374 $1.58M 0.04% -14,084 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: 1,090 shares; 2024Q4: 1,043 shares; 2025Q1: 1,114 shares; 2025Q2: 1,284 shares; 2025Q3: 1,472 shares; 2025Q4: 3,379 shares 3,379 $1.58M 0.04% +1,907 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,905 shares; 2024Q4: 6,839 shares; 2025Q1: 8,076 shares; 2025Q2: 13,737 shares; 2025Q3: 14,850 shares; 2025Q4: 20,561 shares 20,561 $1.58M 0.04% +5,711 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,244 shares; 2024Q4: 4,278 shares; 2025Q1: 6,022 shares; 2025Q2: 10,105 shares; 2025Q3: 10,109 shares; 2025Q4: 8,192 shares 8,192 $1.57M 0.04% -1,917 Timeline DFAC 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: 35,283 shares; 2024Q4: 35,283 shares; 2025Q1: 35,283 shares; 2025Q2: 35,483 shares; 2025Q3: 38,853 shares; 2025Q4: 38,853 shares 38,853 $1.54M 0.03% 0 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: 9,974 shares; 2024Q4: 15,499 shares; 2025Q1: 15,718 shares; 2025Q2: 21,279 shares; 2025Q3: 27,902 shares; 2025Q4: 26,721 shares 26,721 $1.53M 0.03% -1,181 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,852 shares; 2024Q4: 24,098 shares; 2025Q1: 21,003 shares; 2025Q2: 21,635 shares; 2025Q3: 25,747 shares; 2025Q4: 25,352 shares 25,352 $1.53M 0.03% -395 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,341 shares; 2024Q4: 6,376 shares; 2025Q1: 7,021 shares; 2025Q2: 7,153 shares; 2025Q3: 8,358 shares; 2025Q4: 24,392 shares 24,392 $1.52M 0.03% +16,034 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: 36,958 shares; 2024Q4: 35,516 shares; 2025Q1: 40,217 shares; 2025Q2: 43,446 shares; 2025Q3: 55,653 shares; 2025Q4: 54,124 shares 54,124 $1.52M 0.03% -1,529 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: 7,594 shares; 2024Q4: 7,620 shares; 2025Q1: 7,914 shares; 2025Q2: 9,176 shares; 2025Q3: 11,020 shares; 2025Q4: 11,036 shares 11,036 $1.49M 0.03% +16 Timeline KGC KINROSS GOLD CORP More: the full row for KINROSS GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,542 shares; 2024Q4: 55,542 shares; 2025Q1: 55,542 shares; 2025Q2: 56,135 shares; 2025Q3: 51,235 shares; 2025Q4: 52,949 shares 52,949 $1.49M 0.03% +1,714 Timeline CYBERARK SOFTWARE LTD/ISRAEL CYBERARK SOFTWARE LTD/ISRAEL More: the full row for CYBERARK SOFTWARE LTD/ISRAEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 657 shares; 2025Q4: 3,337 shares 3,337 $1.49M 0.03% +2,680 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: 11,797 shares; 2024Q4: 10,515 shares; 2025Q1: 10,016 shares; 2025Q2: 20,819 shares; 2025Q3: 27,635 shares; 2025Q4: 30,062 shares 30,062 $1.49M 0.03% +2,427 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: 6,225 shares; 2024Q4: 6,331 shares; 2025Q1: 7,541 shares; 2025Q2: 7,868 shares; 2025Q3: 8,797 shares; 2025Q4: 15,533 shares 15,533 $1.48M 0.03% +6,736 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,382 shares; 2024Q4: 4,362 shares; 2025Q1: 4,420 shares; 2025Q2: 4,748 shares; 2025Q3: 5,106 shares; 2025Q4: 5,329 shares 5,329 $1.47M 0.03% +223 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: 24,342 shares; 2024Q4: 26,642 shares; 2025Q1: 40,055 shares; 2025Q2: 48,308 shares; 2025Q3: 53,365 shares; 2025Q4: 35,236 shares 35,236 $1.44M 0.03% -18,129 Timeline JHG JANUS HENDERSON GROUP PLC More: the full row for JANUS HENDERSON GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,609 shares; 2024Q4: 15,254 shares; 2025Q1: 17,661 shares; 2025Q2: 21,210 shares; 2025Q3: 28,132 shares; 2025Q4: 30,146 shares 30,146 $1.43M 0.03% +2,014 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,239 shares; 2025Q4: 15,883 shares 15,883 $1.41M 0.03% +12,644 Timeline COLB COLUMBIA BKG SYS INC More: the full row for COLUMBIA BKG SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,004 shares; 2024Q4: 10,747 shares; 2025Q1: 15,273 shares; 2025Q2: 13,784 shares; 2025Q3: 11,376 shares; 2025Q4: 50,050 shares 50,050 $1.4M 0.03% +38,674 Timeline AA ALCOA CORP More: the full row for ALCOA 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: 26,319 shares 26,319 $1.4M 0.03% new 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: 1,451 shares; 2024Q4: 1,457 shares; 2025Q1: 1,457 shares; 2025Q2: 1,535 shares; 2025Q3: 1,882 shares; 2025Q4: 9,104 shares 9,104 $1.39M 0.03% +7,222 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,150 shares; 2025Q2: 10,293 shares; 2025Q3: not reported; 2025Q4: 66,798 shares 66,798 $1.38M 0.03% new Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,066 shares; 2024Q4: 5,082 shares; 2025Q1: 5,228 shares; 2025Q2: 5,353 shares; 2025Q3: 5,863 shares; 2025Q4: 6,010 shares 6,010 $1.37M 0.03% +147 Timeline FCN FTI CONSULTING INC More: the full row for FTI CONSULTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,412 shares; 2025Q3: 2,654 shares; 2025Q4: 7,995 shares 7,995 $1.37M 0.03% +5,341 Timeline GDXJ 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: 85,165 shares; 2024Q4: 85,143 shares; 2025Q1: 13,257 shares; 2025Q2: 14,487 shares; 2025Q3: 11,802 shares; 2025Q4: 11,993 shares 11,993 $1.36M 0.03% +191 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,705 shares; 2024Q4: 6,590 shares; 2025Q1: 6,590 shares; 2025Q2: 6,590 shares; 2025Q3: 6,590 shares; 2025Q4: 6,590 shares 6,590 $1.35M 0.03% 0 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,314 shares; 2024Q4: 24,674 shares; 2025Q1: 8,155 shares; 2025Q2: 8,232 shares; 2025Q3: 7,521 shares; 2025Q4: 7,886 shares 7,886 $1.34M 0.03% +365 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: 29,296 shares; 2024Q4: 40,575 shares; 2025Q1: 49,354 shares; 2025Q2: 49,360 shares; 2025Q3: 49,366 shares; 2025Q4: 49,372 shares 49,372 $1.33M 0.03% +6 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,430 shares; 2024Q4: 12,537 shares; 2025Q1: 14,040 shares; 2025Q2: 14,047 shares; 2025Q3: 14,671 shares; 2025Q4: 14,676 shares 14,676 $1.32M 0.03% +5 Timeline RKT ROCKET COS INC More: the full row for ROCKET COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 67,360 shares 67,360 $1.3M 0.03% new Timeline SANM SANMINA CORP More: the full row for SANMINA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,758 shares; 2024Q4: 6,579 shares; 2025Q1: 6,955 shares; 2025Q2: 7,008 shares; 2025Q3: 8,586 shares; 2025Q4: 8,648 shares 8,648 $1.3M 0.03% +62 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: 12,383 shares; 2024Q4: 12,383 shares; 2025Q1: 12,383 shares; 2025Q2: 48,915 shares; 2025Q3: 37,810 shares; 2025Q4: 27,653 shares 27,653 $1.3M 0.03% -10,157 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,605 shares; 2024Q4: 23,011 shares; 2025Q1: 23,058 shares; 2025Q2: 21,929 shares; 2025Q3: 23,489 shares; 2025Q4: 21,392 shares 21,392 $1.29M 0.03% -2,097 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: 1,171 shares; 2024Q4: 1,157 shares; 2025Q1: 1,501 shares; 2025Q2: 1,697 shares; 2025Q3: 2,115 shares; 2025Q4: 2,739 shares 2,739 $1.28M 0.03% +624 Timeline NMIH NMI HLDGS INC More: the full row for NMI HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,231 shares; 2024Q4: 15,285 shares; 2025Q1: 15,494 shares; 2025Q2: 15,300 shares; 2025Q3: 14,935 shares; 2025Q4: 31,405 shares 31,405 $1.28M 0.03% +16,470 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: 41,485 shares; 2024Q4: 41,904 shares; 2025Q1: 38,172 shares; 2025Q2: 32,080 shares; 2025Q3: 33,046 shares; 2025Q4: 34,431 shares 34,431 $1.27M 0.03% +1,385 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: 9,460 shares; 2024Q4: 9,466 shares; 2025Q1: 9,961 shares; 2025Q2: 29,230 shares; 2025Q3: 30,769 shares; 2025Q4: 31,600 shares 31,600 $1.27M 0.03% +831 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,799 shares; 2024Q4: 3,851 shares; 2025Q1: 3,850 shares; 2025Q2: 3,821 shares; 2025Q3: 3,880 shares; 2025Q4: 9,168 shares 9,168 $1.27M 0.03% +5,288 Timeline SCHM 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: 2,503 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 42,068 shares; 2025Q3: 42,068 shares; 2025Q4: 42,068 shares 42,068 $1.26M 0.03% 0 Timeline EWL 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: 17,627 shares; 2024Q4: 16,844 shares; 2025Q1: 18,169 shares; 2025Q2: 19,864 shares; 2025Q3: 20,284 shares; 2025Q4: 21,074 shares 21,074 $1.26M 0.03% +790 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: 4,135 shares; 2024Q4: 4,135 shares; 2025Q1: 5,085 shares; 2025Q2: 5,085 shares; 2025Q3: 5,085 shares; 2025Q4: 6,005 shares 6,005 $1.26M 0.03% +920 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,557 shares; 2024Q4: 23,860 shares; 2025Q1: 23,860 shares; 2025Q2: 23,860 shares; 2025Q3: 23,860 shares; 2025Q4: 23,860 shares 23,860 $1.26M 0.03% 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: 20,960 shares 20,960 $1.26M 0.03% new 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: 1,204 shares; 2024Q4: 1,247 shares; 2025Q1: 1,575 shares; 2025Q2: 2,030 shares; 2025Q3: 2,243 shares; 2025Q4: 3,557 shares 3,557 $1.26M 0.03% +1,314 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: 4,206 shares; 2024Q4: 4,224 shares; 2025Q1: 4,612 shares; 2025Q2: 5,699 shares; 2025Q3: 5,717 shares; 2025Q4: 5,052 shares 5,052 $1.25M 0.03% -665 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: 97,325 shares; 2024Q4: 104,400 shares; 2025Q1: 104,405 shares; 2025Q2: 106,595 shares; 2025Q3: 154,484 shares; 2025Q4: 170,270 shares 170,270 $1.25M 0.03% +15,786 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: 49,529 shares; 2024Q4: 50,691 shares; 2025Q1: 47,905 shares; 2025Q2: 5,877 shares; 2025Q3: 6,446 shares; 2025Q4: 6,359 shares 6,359 $1.23M 0.03% -87 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: 13,769 shares; 2024Q4: 14,355 shares; 2025Q1: 14,424 shares; 2025Q2: 16,914 shares; 2025Q3: 23,778 shares; 2025Q4: 30,514 shares 30,514 $1.23M 0.03% +6,736 Timeline BTU PEABODY ENGR CORP More: the full row for PEABODY ENGR 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: 43,485 shares; 2025Q2: 40,823 shares; 2025Q3: 39,613 shares; 2025Q4: 41,457 shares 41,457 $1.23M 0.03% +1,844 Timeline FIVA FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,825 shares; 2024Q4: 35,825 shares; 2025Q1: 35,825 shares; 2025Q2: 35,825 shares; 2025Q3: 35,825 shares; 2025Q4: 35,825 shares 35,825 $1.23M 0.03% 0 Timeline HBM HUDBAY MINERALS INC More: the full row for HUDBAY MINERALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,082 shares; 2024Q4: 76,011 shares; 2025Q1: 66,312 shares; 2025Q2: 66,130 shares; 2025Q3: 61,467 shares; 2025Q4: 61,127 shares 61,127 $1.21M 0.03% -340 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: 4,146 shares; 2024Q4: 3,880 shares; 2025Q1: 3,475 shares; 2025Q2: 3,920 shares; 2025Q3: 4,995 shares; 2025Q4: 5,281 shares 5,281 $1.21M 0.03% +286 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: 3,256 shares; 2024Q4: 3,461 shares; 2025Q1: 3,601 shares; 2025Q2: 3,823 shares; 2025Q3: 4,406 shares; 2025Q4: 6,520 shares 6,520 $1.21M 0.03% +2,114 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: 3,470 shares; 2024Q4: 3,761 shares; 2025Q1: 3,826 shares; 2025Q2: 3,896 shares; 2025Q3: 5,486 shares; 2025Q4: 5,165 shares 5,165 $1.21M 0.03% -321 Timeline INFY INFOSYS LTD More: the full row for INFOSYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,782 shares; 2024Q4: 17,878 shares; 2025Q1: 17,811 shares; 2025Q2: 87,492 shares; 2025Q3: 49,542 shares; 2025Q4: 67,747 shares 67,747 $1.21M 0.03% +18,205 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,383 shares; 2024Q4: 4,231 shares; 2025Q1: 4,674 shares; 2025Q2: 4,483 shares; 2025Q3: 4,958 shares; 2025Q4: 9,355 shares 9,355 $1.21M 0.03% +4,397 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,071 shares; 2025Q3: 2,130 shares; 2025Q4: 7,341 shares 7,341 $1.19M 0.03% +5,211 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: 931 shares; 2024Q4: 901 shares; 2025Q1: 1,089 shares; 2025Q2: 1,140 shares; 2025Q3: 1,204 shares; 2025Q4: 1,307 shares 1,307 $1.19M 0.03% +103 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,565 shares; 2025Q3: 16,580 shares; 2025Q4: 16,580 shares 16,580 $1.18M 0.03% 0 Timeline KTOS KRATOS DEFENSE & SEC SOLUTIO More: the full row for KRATOS DEFENSE & SEC SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,076 shares; 2025Q2: 11,325 shares; 2025Q3: 12,878 shares; 2025Q4: 15,572 shares 15,572 $1.18M 0.03% +2,694 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: 872 shares; 2024Q4: 966 shares; 2025Q1: 1,086 shares; 2025Q2: 1,182 shares; 2025Q3: 881 shares; 2025Q4: 5,260 shares 5,260 $1.18M 0.03% +4,379 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: 1,987 shares; 2024Q4: not reported; 2025Q1: 2,694 shares; 2025Q2: 3,058 shares; 2025Q3: 3,071 shares; 2025Q4: 11,788 shares 11,788 $1.17M 0.03% +8,717 Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,612 shares; 2024Q4: 22,714 shares; 2025Q1: 18,297 shares; 2025Q2: 23,482 shares; 2025Q3: 23,482 shares; 2025Q4: 23,046 shares 23,046 $1.16M 0.03% -436 Timeline RMBS RAMBUS INC DEL More: the full row for RAMBUS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,055 shares; 2024Q4: 7,099 shares; 2025Q1: 7,333 shares; 2025Q2: 7,272 shares; 2025Q3: 8,905 shares; 2025Q4: 12,625 shares 12,625 $1.16M 0.03% +3,720 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,599 shares; 2024Q4: 6,599 shares; 2025Q1: 6,808 shares; 2025Q2: 8,673 shares; 2025Q3: 8,560 shares; 2025Q4: 9,076 shares 9,076 $1.16M 0.03% +516 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,370 shares; 2024Q4: 1,341 shares; 2025Q1: 1,351 shares; 2025Q2: 1,228 shares; 2025Q3: 1,373 shares; 2025Q4: 4,032 shares 4,032 $1.16M 0.03% +2,659 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,194 shares; 2024Q4: 9,253 shares; 2025Q1: 9,708 shares; 2025Q2: 9,426 shares; 2025Q3: 9,887 shares; 2025Q4: 9,839 shares 9,839 $1.16M 0.03% -48 Timeline ATI ATI INC More: the full row for ATI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,199 shares; 2024Q4: 7,755 shares; 2025Q1: 7,931 shares; 2025Q2: 6,647 shares; 2025Q3: 7,386 shares; 2025Q4: 10,069 shares 10,069 $1.16M 0.03% +2,683 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,491 shares; 2024Q4: 2,491 shares; 2025Q1: 2,491 shares; 2025Q2: 9,062 shares; 2025Q3: 9,112 shares; 2025Q4: 10,112 shares 10,112 $1.15M 0.03% +1,000 Timeline SBSW SIBANYE STILLWATER LTD More: the full row for SIBANYE STILLWATER LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 159,129 shares; 2025Q1: 132,800 shares; 2025Q2: 107,255 shares; 2025Q3: 92,115 shares; 2025Q4: 80,825 shares 80,825 $1.15M 0.03% -11,290 Timeline LII LENNOX INTL INC More: the full row for LENNOX INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 507 shares; 2024Q4: 566 shares; 2025Q1: 508 shares; 2025Q2: not reported; 2025Q3: 389 shares; 2025Q4: 2,363 shares 2,363 $1.15M 0.03% +1,974 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,670 shares; 2025Q2: 5,464 shares; 2025Q3: 8,559 shares; 2025Q4: 25,778 shares 25,778 $1.14M 0.03% +17,219 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,220 shares; 2024Q4: 4,738 shares; 2025Q1: 4,587 shares; 2025Q2: 4,164 shares; 2025Q3: 4,089 shares; 2025Q4: 6,375 shares 6,375 $1.14M 0.03% +2,286 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: 4,971 shares; 2024Q4: 5,649 shares; 2025Q1: 6,158 shares; 2025Q2: 6,981 shares; 2025Q3: 7,544 shares; 2025Q4: 8,568 shares 8,568 $1.14M 0.03% +1,024 Timeline HP HELMERICH & PAYNE INC More: the full row for HELMERICH & PAYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,053 shares; 2024Q4: 21,621 shares; 2025Q1: 28,330 shares; 2025Q2: 46,617 shares; 2025Q3: 40,951 shares; 2025Q4: 39,597 shares 39,597 $1.14M 0.03% -1,354 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,487 shares; 2024Q4: 6,510 shares; 2025Q1: 6,881 shares; 2025Q2: 7,477 shares; 2025Q3: 8,401 shares; 2025Q4: 12,980 shares 12,980 $1.13M 0.03% +4,579 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: 5,080 shares; 2024Q4: 4,820 shares; 2025Q1: 7,498 shares; 2025Q2: 3,947 shares; 2025Q3: 19,233 shares; 2025Q4: 18,857 shares 18,857 $1.13M 0.03% -376 Timeline ITT ITT INC More: the full row for ITT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,249 shares; 2025Q4: 6,504 shares 6,504 $1.13M 0.03% +4,255 Timeline PAAS PAN AMERN SILVER CORP More: the full row for PAN AMERN SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,488 shares; 2024Q4: 30,203 shares; 2025Q1: 25,608 shares; 2025Q2: 20,903 shares; 2025Q3: 21,817 shares; 2025Q4: 21,736 shares 21,736 $1.13M 0.03% -81 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,527 shares; 2024Q4: 1,841 shares; 2025Q1: 1,642 shares; 2025Q2: 6,484 shares; 2025Q3: 7,666 shares; 2025Q4: 17,490 shares 17,490 $1.12M 0.03% +9,824 Timeline E ENI SPA More: the full row for ENI SPA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,753 shares; 2024Q4: 16,720 shares; 2025Q1: 15,950 shares; 2025Q2: 19,824 shares; 2025Q3: 28,350 shares; 2025Q4: 29,425 shares 29,425 $1.12M 0.02% +1,075 Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,685 shares; 2024Q4: 39,399 shares; 2025Q1: 51,939 shares; 2025Q2: 62,530 shares; 2025Q3: 95,252 shares; 2025Q4: 109,422 shares 109,422 $1.11M 0.02% +14,170 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,553 shares; 2024Q4: 24,573 shares; 2025Q1: 25,811 shares; 2025Q2: 21,885 shares; 2025Q3: 26,509 shares; 2025Q4: 24,155 shares 24,155 $1.1M 0.02% -2,354 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: 6,946 shares; 2024Q4: 6,941 shares; 2025Q1: 8,364 shares; 2025Q2: 8,683 shares; 2025Q3: 9,210 shares; 2025Q4: 9,164 shares 9,164 $1.1M 0.02% -46 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: 8,082 shares; 2025Q1: 8,578 shares; 2025Q2: 8,715 shares; 2025Q3: 10,165 shares; 2025Q4: 8,383 shares 8,383 $1.1M 0.02% -1,782 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,059 shares; 2024Q4: 4,177 shares; 2025Q1: 4,214 shares; 2025Q2: 6,115 shares; 2025Q3: 12,570 shares; 2025Q4: 14,092 shares 14,092 $1.09M 0.02% +1,522 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: 5,153 shares; 2024Q4: 4,954 shares; 2025Q1: 5,168 shares; 2025Q2: 4,988 shares; 2025Q3: 4,973 shares; 2025Q4: 5,863 shares 5,863 $1.09M 0.02% +890 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,644 shares; 2024Q4: 8,479 shares; 2025Q1: 8,782 shares; 2025Q2: 9,123 shares; 2025Q3: 8,991 shares; 2025Q4: 9,381 shares 9,381 $1.08M 0.02% +390 Timeline CSM PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,552 shares; 2024Q4: 13,552 shares; 2025Q1: 13,552 shares; 2025Q2: 13,552 shares; 2025Q3: 13,552 shares; 2025Q4: 13,552 shares 13,552 $1.08M 0.02% 0 Timeline LOGI LOGITECH INTL S A More: the full row for LOGITECH INTL S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,510 shares; 2024Q4: 3,579 shares; 2025Q1: 3,606 shares; 2025Q2: 6,184 shares; 2025Q3: 6,916 shares; 2025Q4: 10,759 shares 10,759 $1.08M 0.02% +3,843 Timeline LQD 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: 41,792 shares; 2024Q4: 41,735 shares; 2025Q1: 10,742 shares; 2025Q2: 10,281 shares; 2025Q3: 9,985 shares; 2025Q4: 9,775 shares 9,775 $1.08M 0.02% -210 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: 1,472 shares; 2024Q4: 1,394 shares; 2025Q1: 1,470 shares; 2025Q2: 1,526 shares; 2025Q3: 1,904 shares; 2025Q4: 2,297 shares 2,297 $1.07M 0.02% +393 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: 5,101 shares; 2024Q4: 5,101 shares; 2025Q1: 5,818 shares; 2025Q2: 6,807 shares; 2025Q3: 6,817 shares; 2025Q4: 7,780 shares 7,780 $1.07M 0.02% +963 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,057 shares; 2024Q4: 2,066 shares; 2025Q1: 2,121 shares; 2025Q2: 2,122 shares; 2025Q3: 2,056 shares; 2025Q4: 5,018 shares 5,018 $1.06M 0.02% +2,962 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,903 shares; 2024Q4: 13,073 shares; 2025Q1: 10,122 shares; 2025Q2: 10,897 shares; 2025Q3: 11,293 shares; 2025Q4: 12,130 shares 12,130 $1.06M 0.02% +837 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: 3,340 shares; 2024Q4: 3,690 shares; 2025Q1: 3,728 shares; 2025Q2: 3,297 shares; 2025Q3: 4,334 shares; 2025Q4: 5,206 shares 5,206 $1.06M 0.02% +872 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,852 shares; 2024Q4: 10,796 shares; 2025Q1: 77,957 shares; 2025Q2: 85,441 shares; 2025Q3: 11,159 shares; 2025Q4: 10,787 shares 10,787 $1.05M 0.02% -372 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,945 shares; 2025Q4: 40,032 shares 40,032 $1.05M 0.02% +30,087 Timeline FHB FIRST HAWAIIAN INC More: the full row for FIRST HAWAIIAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,611 shares; 2024Q4: 37,260 shares; 2025Q1: 41,553 shares; 2025Q2: 36,174 shares; 2025Q3: 46,582 shares; 2025Q4: 41,278 shares 41,278 $1.04M 0.02% -5,304 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,702 shares; 2024Q4: 3,568 shares; 2025Q1: 3,397 shares; 2025Q2: 3,397 shares; 2025Q3: 3,397 shares; 2025Q4: 3,297 shares 3,297 $1.04M 0.02% -100 Timeline NYT NEW YORK TIMES CO MTN BE More: the full row for NEW YORK TIMES CO MTN BE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,777 shares; 2024Q4: 6,953 shares; 2025Q1: 5,452 shares; 2025Q2: 10,993 shares; 2025Q3: 14,696 shares; 2025Q4: 14,897 shares 14,897 $1.03M 0.02% +201 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 556 shares; 2024Q4: 557 shares; 2025Q1: 603 shares; 2025Q2: 9,206 shares; 2025Q3: 11,850 shares; 2025Q4: 11,290 shares 11,290 $1.03M 0.02% -560 Timeline NOV NOV INC More: the full row for NOV 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: 52,220 shares; 2025Q2: 51,870 shares; 2025Q3: 65,666 shares; 2025Q4: 65,744 shares 65,744 $1.03M 0.02% +78 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,040 shares; 2024Q4: 7,040 shares; 2025Q1: 4,933 shares; 2025Q2: 4,776 shares; 2025Q3: 4,729 shares; 2025Q4: 5,051 shares 5,051 $1.02M 0.02% +322 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,657 shares; 2024Q4: 2,532 shares; 2025Q1: 2,560 shares; 2025Q2: 2,727 shares; 2025Q3: 3,135 shares; 2025Q4: 3,266 shares 3,266 $1.02M 0.02% +131 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: 23,942 shares; 2024Q4: 22,970 shares; 2025Q1: 22,660 shares; 2025Q2: 22,231 shares; 2025Q3: 22,603 shares; 2025Q4: 18,478 shares 18,478 $1.01M 0.02% -4,125 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: 1,576 shares; 2024Q4: 1,575 shares; 2025Q1: 1,814 shares; 2025Q2: 1,653 shares; 2025Q3: 2,130 shares; 2025Q4: 5,571 shares 5,571 $1M 0.02% +3,441 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,249 shares; 2024Q4: 14,388 shares; 2025Q1: 182,507 shares; 2025Q2: 6,278 shares; 2025Q3: not reported; 2025Q4: 23,165 shares 23,165 $1M 0.02% new Timeline YELP YELP INC More: the full row for YELP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,385 shares; 2024Q4: 6,007 shares; 2025Q1: 6,297 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 32,795 shares 32,795 $997K 0.02% new Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,847 shares; 2024Q4: 9,647 shares; 2025Q1: 9,647 shares; 2025Q2: 10,969 shares; 2025Q3: 10,969 shares; 2025Q4: 11,521 shares 11,521 $994K 0.02% +552 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 127,916 shares; 2024Q4: 128,389 shares; 2025Q1: 16,734 shares; 2025Q2: 18,494 shares; 2025Q3: 20,120 shares; 2025Q4: 19,526 shares 19,526 $992K 0.02% -594 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,583 shares; 2025Q4: 5,353 shares 5,353 $988K 0.02% +1,770 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: 6,041 shares; 2024Q4: 4,641 shares; 2025Q1: 4,708 shares; 2025Q2: 4,545 shares; 2025Q3: 6,683 shares; 2025Q4: 6,939 shares 6,939 $987K 0.02% +256 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: 1,928 shares; 2025Q2: 2,051 shares; 2025Q3: 2,378 shares; 2025Q4: 4,786 shares 4,786 $981K 0.02% +2,408 Timeline RRC RANGE RES CORP More: the full row for RANGE RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,365 shares; 2025Q1: 7,716 shares; 2025Q2: 7,035 shares; 2025Q3: 10,432 shares; 2025Q4: 27,775 shares 27,775 $979K 0.02% +17,343 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: 4,005 shares; 2024Q4: 4,024 shares; 2025Q1: 4,039 shares; 2025Q2: 4,053 shares; 2025Q3: 4,370 shares; 2025Q4: 4,744 shares 4,744 $975K 0.02% +374 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: 3,107 shares; 2024Q4: 3,197 shares; 2025Q1: 3,197 shares; 2025Q2: 3,097 shares; 2025Q3: 3,377 shares; 2025Q4: 6,754 shares 6,754 $972K 0.02% +3,377 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: 3,587 shares; 2024Q4: 3,746 shares; 2025Q1: 3,990 shares; 2025Q2: 4,000 shares; 2025Q3: 4,920 shares; 2025Q4: 4,856 shares 4,856 $971K 0.02% -64 Timeline ALC ALCON AG More: the full row for ALCON AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,980 shares; 2024Q4: 3,889 shares; 2025Q1: 4,117 shares; 2025Q2: 4,905 shares; 2025Q3: 10,079 shares; 2025Q4: 12,250 shares 12,250 $965K 0.02% +2,171 Timeline WDS WOODSIDE ENERGY GROUP LTD More: the full row for WOODSIDE ENERGY GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,076 shares; 2024Q4: 28,127 shares; 2025Q1: 26,231 shares; 2025Q2: 42,239 shares; 2025Q3: 65,984 shares; 2025Q4: 61,841 shares 61,841 $964K 0.02% -4,143 Timeline OKLO OKLO INC More: the full row for OKLO 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: 24,185 shares; 2025Q2: 25,332 shares; 2025Q3: 25,336 shares; 2025Q4: 13,339 shares 13,339 $957K 0.02% -11,997 Timeline DB DEUTSCHE BK AG More: the full row for DEUTSCHE BK AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,852 shares; 2024Q4: 13,019 shares; 2025Q1: 15,154 shares; 2025Q2: 15,436 shares; 2025Q3: 23,829 shares; 2025Q4: 24,744 shares 24,744 $954K 0.02% +915 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: 4,084 shares; 2024Q4: 4,098 shares; 2025Q1: 4,277 shares; 2025Q2: 4,221 shares; 2025Q3: 4,667 shares; 2025Q4: 4,558 shares 4,558 $953K 0.02% -109 Timeline ONTO ONTO INNOVATION INC More: the full row for ONTO INNOVATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,992 shares; 2024Q4: 2,982 shares; 2025Q1: 3,023 shares; 2025Q2: 2,791 shares; 2025Q3: 2,891 shares; 2025Q4: 6,029 shares 6,029 $952K 0.02% +3,138 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: 581 shares; 2024Q4: 954 shares; 2025Q1: 1,168 shares; 2025Q2: 1,600 shares; 2025Q3: 1,786 shares; 2025Q4: 1,634 shares 1,634 $949K 0.02% -152 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: 6,821 shares; 2024Q4: 6,679 shares; 2025Q1: 6,650 shares; 2025Q2: 6,599 shares; 2025Q3: 7,038 shares; 2025Q4: 6,583 shares 6,583 $948K 0.02% -455 Timeline BHF BRIGHTHOUSE FINL INC More: the full row for BRIGHTHOUSE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,547 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,634 shares 14,634 $948K 0.02% new Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,766 shares; 2024Q4: 20,758 shares; 2025Q1: not reported; 2025Q2: 369,015 shares; 2025Q3: 8,945 shares; 2025Q4: 40,302 shares 40,302 $942K 0.02% +31,357 Timeline PUK PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,030 shares; 2025Q1: 16,840 shares; 2025Q2: 22,928 shares; 2025Q3: 31,454 shares; 2025Q4: 30,025 shares 30,025 $934K 0.02% -1,429 Timeline AAL AMERICAN AIRLINES GROUP INC More: the full row for AMERICAN AIRLINES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,091 shares; 2025Q4: 60,771 shares 60,771 $932K 0.02% +38,680 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,537 shares; 2024Q4: 12,541 shares; 2025Q1: 12,833 shares; 2025Q2: 12,966 shares; 2025Q3: 12,254 shares; 2025Q4: 11,923 shares 11,923 $924K 0.02% -331 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: 14,162 shares; 2024Q4: 12,781 shares; 2025Q1: 12,671 shares; 2025Q2: 10,696 shares; 2025Q3: 14,151 shares; 2025Q4: 32,050 shares 32,050 $924K 0.02% +17,899 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: 1,918 shares; 2024Q4: 1,921 shares; 2025Q1: 1,982 shares; 2025Q2: 1,960 shares; 2025Q3: 1,963 shares; 2025Q4: 1,866 shares 1,866 $915K 0.02% -97 Timeline CM CANADIAN IMPERIAL BANK OF CO More: the full row for CANADIAN IMPERIAL BANK OF CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,828 shares; 2024Q4: 9,867 shares; 2025Q1: 9,886 shares; 2025Q2: 10,446 shares; 2025Q3: 10,466 shares; 2025Q4: 10,095 shares 10,095 $915K 0.02% -371 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: 17,586 shares; 2024Q4: 30,367 shares; 2025Q1: 28,575 shares; 2025Q2: 29,272 shares; 2025Q3: 49,867 shares; 2025Q4: 52,079 shares 52,079 $911K 0.02% +2,212 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: 1,387 shares; 2024Q4: 1,378 shares; 2025Q1: 1,728 shares; 2025Q2: 2,473 shares; 2025Q3: 2,465 shares; 2025Q4: 2,623 shares 2,623 $904K 0.02% +158 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: 5,392 shares; 2024Q4: 5,585 shares; 2025Q1: 6,498 shares; 2025Q2: 6,559 shares; 2025Q3: 6,686 shares; 2025Q4: 6,569 shares 6,569 $895K 0.02% -117 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: 1,186 shares; 2025Q1: not reported; 2025Q2: 725 shares; 2025Q3: 729 shares; 2025Q4: 2,114 shares 2,114 $892K 0.02% +1,385 Timeline TS TENARIS S A More: the full row for TENARIS S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,461 shares; 2024Q4: 20,461 shares; 2025Q1: 20,520 shares; 2025Q2: 20,250 shares; 2025Q3: 24,963 shares; 2025Q4: 23,157 shares 23,157 $890K 0.02% -1,806 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: 6,783 shares; 2024Q4: 6,175 shares; 2025Q1: 5,518 shares; 2025Q2: 14,592 shares; 2025Q3: 12,705 shares; 2025Q4: 13,869 shares 13,869 $888K 0.02% +1,164 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,632 shares; 2024Q4: 1,646 shares; 2025Q1: 1,902 shares; 2025Q2: 1,928 shares; 2025Q3: 2,391 shares; 2025Q4: 2,396 shares 2,396 $885K 0.02% +5 Timeline