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: 3,106,048 shares; 2024Q4: 2,972,148 shares; 2025Q1: 2,919,848 shares; 2025Q2: 3,018,848 shares; 2025Q3: 2,938,848 shares; 2025Q4: 2,922,698 shares 2,922,698 $545M 5.53% -16,150 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,114,968 shares; 2024Q4: 1,103,168 shares; 2025Q1: 1,089,768 shares; 2025Q2: 1,067,268 shares; 2025Q3: 1,050,968 shares; 2025Q4: 1,008,818 shares 1,008,818 $488M 4.95% -42,150 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: 1,934,521 shares; 2024Q4: 1,934,521 shares; 2025Q1: 1,851,021 shares; 2025Q2: 1,825,221 shares; 2025Q3: 1,767,571 shares; 2025Q4: 1,727,321 shares 1,727,321 $470M 4.76% -40,250 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: 1,679,121 shares; 2024Q4: 1,658,121 shares; 2025Q1: 1,658,121 shares; 2025Q2: 1,658,121 shares; 2025Q3: 1,552,321 shares; 2025Q4: 1,478,271 shares 1,478,271 $464M 4.7% -74,050 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: 6,750,876 shares; 2024Q4: 5,798,857 shares; 2025Q1: 5,292,657 shares; 2025Q2: 2,253,600 shares; 2025Q3: 3,755,423 shares; 2025Q4: 4,096,000 shares 4,096,000 $409M 4.15% +340,577 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: 1,488,024 shares; 2024Q4: 1,414,024 shares; 2025Q1: 1,342,024 shares; 2025Q2: 1,342,024 shares; 2025Q3: 1,342,024 shares; 2025Q4: 1,331,024 shares 1,331,024 $307M 3.11% -11,000 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,151,300 shares; 2025Q2: 3,216,300 shares; 2025Q3: 5,846,314 shares; 2025Q4: 5,846,314 shares 5,846,314 $277M 2.81% 0 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: 1,037,145 shares; 2024Q4: 901,145 shares; 2025Q1: 877,445 shares; 2025Q2: 833,945 shares; 2025Q3: 798,445 shares; 2025Q4: 724,445 shares 724,445 $251M 2.54% -74,000 Timeline DFCF 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: 1,611,770 shares; 2024Q4: 1,611,770 shares; 2025Q1: 2,793,770 shares; 2025Q2: 2,793,770 shares; 2025Q3: 4,538,370 shares; 2025Q4: 4,538,370 shares 4,538,370 $193M 1.96% 0 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: 350,041 shares; 2024Q4: 329,541 shares; 2025Q1: 325,341 shares; 2025Q2: 325,341 shares; 2025Q3: 297,391 shares; 2025Q4: 291,441 shares 291,441 $192M 1.95% -5,950 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,257,300 shares; 2024Q4: 2,257,300 shares; 2025Q1: 2,257,300 shares; 2025Q2: 2,257,300 shares; 2025Q3: 2,062,250 shares; 2025Q4: 3,823,850 shares 3,823,850 $163M 1.65% +1,761,600 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: 592,425 shares; 2024Q4: 566,725 shares; 2025Q1: 566,725 shares; 2025Q2: 566,725 shares; 2025Q3: 541,725 shares; 2025Q4: 493,775 shares 493,775 $159M 1.61% -47,950 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,937,480 shares; 2024Q4: 1,937,480 shares; 2025Q1: 2,860,480 shares; 2025Q2: 2,860,480 shares; 2025Q3: 4,806,630 shares; 2025Q4: 4,806,630 shares 4,806,630 $157M 1.59% 0 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: 930,700 shares; 2024Q4: 799,885 shares; 2025Q1: not reported; 2025Q2: 496,200 shares; 2025Q3: 1,177,180 shares; 2025Q4: 1,022,030 shares 1,022,030 $147M 1.49% -155,150 Timeline VGK 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: 789,005 shares; 2024Q4: not reported; 2025Q1: 1,412,500 shares; 2025Q2: 1,412,500 shares; 2025Q3: 1,412,500 shares; 2025Q4: 1,729,400 shares 1,729,400 $145M 1.47% +316,900 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,108,500 shares; 2024Q4: 1,108,500 shares; 2025Q1: 923,500 shares; 2025Q2: 923,500 shares; 2025Q3: 923,500 shares; 2025Q4: 923,500 shares 923,500 $143M 1.45% 0 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,998,470 shares; 2024Q4: 8,597,060 shares; 2025Q1: 8,566,760 shares; 2025Q2: 8,299,460 shares; 2025Q3: 5,923,560 shares; 2025Q4: 1,647,735 shares 1,647,735 $139M 1.41% -4,275,825 Timeline JIRE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,671,130 shares 1,671,130 $125M 1.27% new Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 231,200 shares; 2024Q4: 269,400 shares; 2025Q1: 269,400 shares; 2025Q2: 269,400 shares; 2025Q3: 269,400 shares; 2025Q4: 262,550 shares 262,550 $118M 1.2% -6,850 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: 373,351 shares; 2024Q4: 345,051 shares; 2025Q1: 345,051 shares; 2025Q2: 345,051 shares; 2025Q3: 334,801 shares; 2025Q4: 332,951 shares 332,951 $117M 1.18% -1,850 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: 254,500 shares; 2024Q4: 254,500 shares; 2025Q1: 254,500 shares; 2025Q2: 254,500 shares; 2025Q3: 254,500 shares; 2025Q4: 231,100 shares 231,100 $116M 1.18% -23,400 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: 3,086,900 shares; 2024Q4: 3,086,900 shares; 2025Q1: 3,086,900 shares; 2025Q2: 3,086,900 shares; 2025Q3: 3,086,900 shares; 2025Q4: 3,086,900 shares 3,086,900 $101M 1.02% 0 Timeline HYDB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,055,715 shares; 2025Q4: 2,116,815 shares 2,116,815 $100M 1.02% +1,061,100 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: 252,100 shares; 2024Q4: 252,100 shares; 2025Q1: 252,100 shares; 2025Q2: 252,100 shares; 2025Q3: 252,100 shares; 2025Q4: 252,100 shares 252,100 $99.9M 1.01% 0 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: 146,420 shares; 2024Q4: 173,420 shares; 2025Q1: 173,420 shares; 2025Q2: 206,420 shares; 2025Q3: 288,325 shares; 2025Q4: 317,975 shares 317,975 $96.6M 0.98% +29,650 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: 96,600 shares; 2024Q4: 90,500 shares; 2025Q1: 90,500 shares; 2025Q2: 86,500 shares; 2025Q3: 86,500 shares; 2025Q4: 85,900 shares 85,900 $92.3M 0.94% -600 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: 683,654 shares; 2024Q4: 683,654 shares; 2025Q1: 683,654 shares; 2025Q2: 683,654 shares; 2025Q3: 680,654 shares; 2025Q4: 663,004 shares 663,004 $79.8M 0.81% -17,650 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: 222,500 shares; 2024Q4: 184,600 shares; 2025Q1: 194,600 shares; 2025Q2: 212,400 shares; 2025Q3: 212,400 shares; 2025Q4: 240,700 shares 240,700 $79.5M 0.81% +28,300 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: 494,560 shares; 2024Q4: 494,560 shares; 2025Q1: 494,560 shares; 2025Q2: 432,560 shares; 2025Q3: 434,060 shares; 2025Q4: 378,260 shares 378,260 $78.3M 0.79% -55,800 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: 978,700 shares; 2024Q4: 978,700 shares; 2025Q1: 978,700 shares; 2025Q2: 978,700 shares; 2025Q3: 758,700 shares; 2025Q4: 758,700 shares 758,700 $73M 0.74% 0 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: 77,900 shares; 2024Q4: 64,400 shares; 2025Q1: 64,400 shares; 2025Q2: 79,000 shares; 2025Q3: 83,200 shares; 2025Q4: 469,850 shares 469,850 $72M 0.73% +386,650 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: 69,052 shares; 2024Q4: 86,552 shares; 2025Q1: 62,952 shares; 2025Q2: 68,252 shares; 2025Q3: 68,252 shares; 2025Q4: 58,652 shares 58,652 $71.3M 0.72% -9,600 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: not reported; 2024Q4: not reported; 2025Q1: 48,200 shares; 2025Q2: 136,200 shares; 2025Q3: 178,137 shares; 2025Q4: 112,887 shares 112,887 $70.8M 0.72% -65,250 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: 147,771 shares; 2024Q4: 176,071 shares; 2025Q1: 208,971 shares; 2025Q2: 215,971 shares; 2025Q3: 211,171 shares; 2025Q4: 220,421 shares 220,421 $68.9M 0.7% +9,250 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: 883,576 shares; 2024Q4: 883,576 shares; 2025Q1: 789,576 shares; 2025Q2: 679,576 shares; 2025Q3: 679,576 shares; 2025Q4: 611,826 shares 611,826 $68.2M 0.69% -67,750 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 284,000 shares; 2024Q4: 284,000 shares; 2025Q1: 284,000 shares; 2025Q2: 284,000 shares; 2025Q3: 284,000 shares; 2025Q4: 568,000 shares 568,000 $67.8M 0.69% +284,000 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: 484,006 shares; 2024Q4: 420,806 shares; 2025Q1: 420,806 shares; 2025Q2: 420,806 shares; 2025Q3: 380,806 shares; 2025Q4: 418,406 shares 418,406 $67.1M 0.68% +37,600 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: 59,921 shares; 2024Q4: 59,921 shares; 2025Q1: 68,121 shares; 2025Q2: 70,621 shares; 2025Q3: 81,731 shares; 2025Q4: 60,681 shares 60,681 $64.9M 0.66% -21,050 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: 605,564 shares; 2024Q4: 706,064 shares; 2025Q1: 706,064 shares; 2025Q2: 706,064 shares; 2025Q3: 706,064 shares; 2025Q4: 689,364 shares 689,364 $64.2M 0.65% -16,700 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,124,300 shares; 2024Q4: 1,124,300 shares; 2025Q1: 833,800 shares; 2025Q2: 833,800 shares; 2025Q3: 658,800 shares; 2025Q4: 1,317,600 shares 1,317,600 $59.8M 0.61% +658,800 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: 655,250 shares; 2024Q4: 508,850 shares; 2025Q1: 406,350 shares; 2025Q2: 329,050 shares; 2025Q3: 329,050 shares; 2025Q4: 329,050 shares 329,050 $58.4M 0.59% 0 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: 397,537 shares; 2024Q4: 397,537 shares; 2025Q1: 397,537 shares; 2025Q2: 397,537 shares; 2025Q3: 397,537 shares; 2025Q4: 387,437 shares 387,437 $55.5M 0.56% -10,100 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: 144,550 shares; 2024Q4: 144,550 shares; 2025Q1: 15,550 shares; 2025Q2: 15,550 shares; 2025Q3: 363,117 shares; 2025Q4: 352,367 shares 352,367 $53.7M 0.54% -10,750 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: 40,600 shares; 2024Q4: 40,600 shares; 2025Q1: 40,600 shares; 2025Q2: 40,600 shares; 2025Q3: 103,600 shares; 2025Q4: 199,600 shares 199,600 $53.6M 0.54% +96,000 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: 187,850 shares; 2024Q4: 235,150 shares; 2025Q1: 235,150 shares; 2025Q2: 235,150 shares; 2025Q3: 235,150 shares; 2025Q4: 227,950 shares 227,950 $52.7M 0.53% -7,200 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: 352,634 shares; 2024Q4: 352,634 shares; 2025Q1: 393,634 shares; 2025Q2: 393,634 shares; 2025Q3: 393,634 shares; 2025Q4: 384,034 shares 384,034 $51.9M 0.53% -9,600 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,355,000 shares; 2025Q2: 1,355,000 shares; 2025Q3: 1,355,000 shares; 2025Q4: 1,355,000 shares 1,355,000 $50.7M 0.51% 0 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: 877,400 shares; 2024Q4: 877,400 shares; 2025Q1: 877,400 shares; 2025Q2: 726,400 shares; 2025Q3: 726,400 shares; 2025Q4: 707,950 shares 707,950 $49.5M 0.5% -18,450 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: 268,857 shares; 2024Q4: 218,857 shares; 2025Q1: 218,857 shares; 2025Q2: 184,857 shares; 2025Q3: 250,557 shares; 2025Q4: 276,357 shares 276,357 $49.1M 0.5% +25,800 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: 90,735 shares; 2024Q4: 90,735 shares; 2025Q1: 90,735 shares; 2025Q2: 96,435 shares; 2025Q3: 98,935 shares; 2025Q4: 84,085 shares 84,085 $48.7M 0.49% -14,850 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: 206,400 shares; 2024Q4: 206,400 shares; 2025Q1: 216,800 shares; 2025Q2: 216,800 shares; 2025Q3: 216,800 shares; 2025Q4: 211,300 shares 211,300 $48.4M 0.49% -5,500 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 210,000 shares; 2024Q4: 190,000 shares; 2025Q1: 296,500 shares; 2025Q2: 379,000 shares; 2025Q3: 379,000 shares; 2025Q4: 377,300 shares 377,300 $48.1M 0.49% -1,700 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: 93,400 shares; 2024Q4: 93,400 shares; 2025Q1: 93,400 shares; 2025Q2: 93,400 shares; 2025Q3: 123,400 shares; 2025Q4: 135,100 shares 135,100 $46.5M 0.47% +11,700 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: 173,800 shares; 2024Q4: 265,300 shares; 2025Q1: 265,300 shares; 2025Q2: 265,300 shares; 2025Q3: 266,800 shares; 2025Q4: 245,600 shares 245,600 $45.6M 0.46% -21,200 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: 181,067 shares; 2024Q4: 181,067 shares; 2025Q1: 181,067 shares; 2025Q2: 181,067 shares; 2025Q3: 151,367 shares; 2025Q4: 147,517 shares 147,517 $45.4M 0.46% -3,850 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: 212,119 shares; 2024Q4: 169,119 shares; 2025Q1: 169,119 shares; 2025Q2: 150,119 shares; 2025Q3: 140,119 shares; 2025Q4: 139,269 shares 139,269 $44.4M 0.45% -850 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 171,300 shares; 2024Q4: 171,300 shares; 2025Q1: 171,300 shares; 2025Q2: 201,800 shares; 2025Q3: 201,800 shares; 2025Q4: 215,100 shares 215,100 $44.2M 0.45% +13,300 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: 85,745 shares; 2024Q4: 131,745 shares; 2025Q1: 131,745 shares; 2025Q2: 131,745 shares; 2025Q3: 131,745 shares; 2025Q4: 152,345 shares 152,345 $43.5M 0.44% +20,600 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: 166,520 shares; 2025Q1: 166,520 shares; 2025Q2: 166,520 shares; 2025Q3: 153,020 shares; 2025Q4: 328,420 shares 328,420 $43M 0.44% +175,400 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: 276,300 shares; 2024Q4: 276,300 shares; 2025Q1: 276,300 shares; 2025Q2: 233,300 shares; 2025Q3: 233,300 shares; 2025Q4: 185,150 shares 185,150 $42.3M 0.43% -48,150 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: 76,300 shares; 2024Q4: 88,600 shares; 2025Q1: 88,600 shares; 2025Q2: 88,600 shares; 2025Q3: 88,600 shares; 2025Q4: 97,700 shares 97,700 $41.7M 0.42% +9,100 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: 221,815 shares; 2024Q4: 221,815 shares; 2025Q1: 221,815 shares; 2025Q2: 221,815 shares; 2025Q3: 221,815 shares; 2025Q4: 220,115 shares 220,115 $40.4M 0.41% -1,700 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: 73,072 shares; 2024Q4: 73,072 shares; 2025Q1: 73,072 shares; 2025Q2: 73,072 shares; 2025Q3: 73,072 shares; 2025Q4: 186,972 shares 186,972 $40M 0.41% +113,900 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: 136,200 shares; 2024Q4: 136,200 shares; 2025Q1: 136,200 shares; 2025Q2: 136,200 shares; 2025Q3: 136,200 shares; 2025Q4: 131,000 shares 131,000 $40M 0.41% -5,200 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: 181,500 shares; 2024Q4: 227,700 shares; 2025Q1: 227,700 shares; 2025Q2: 227,700 shares; 2025Q3: 227,700 shares; 2025Q4: 221,900 shares 221,900 $39M 0.39% -5,800 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: 324,600 shares; 2024Q4: 257,200 shares; 2025Q1: 257,200 shares; 2025Q2: 257,200 shares; 2025Q3: 255,200 shares; 2025Q4: 251,850 shares 251,850 $38.7M 0.39% -3,350 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: 122,996 shares; 2024Q4: 74,456 shares; 2025Q1: 197,956 shares; 2025Q2: 197,956 shares; 2025Q3: 191,556 shares; 2025Q4: 190,356 shares 190,356 $37.1M 0.38% -1,200 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: 64,100 shares; 2024Q4: 64,100 shares; 2025Q1: 64,100 shares; 2025Q2: 64,100 shares; 2025Q3: 64,100 shares; 2025Q4: 63,600 shares 63,600 $36.4M 0.37% -500 Timeline KIE 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: 615,100 shares; 2024Q4: 615,100 shares; 2025Q1: 615,100 shares; 2025Q2: 615,100 shares; 2025Q3: 615,100 shares; 2025Q4: 605,150 shares 605,150 $36.4M 0.37% -9,950 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: 120,200 shares; 2024Q4: 120,200 shares; 2025Q1: 120,200 shares; 2025Q2: 120,200 shares; 2025Q3: 120,200 shares; 2025Q4: 116,500 shares 116,500 $36.4M 0.37% -3,700 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: 108,500 shares; 2024Q4: 108,500 shares; 2025Q1: 108,500 shares; 2025Q2: 108,500 shares; 2025Q3: 108,500 shares; 2025Q4: 96,600 shares 96,600 $35.7M 0.36% -11,900 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: not reported; 2024Q4: 52,900 shares; 2025Q1: 58,000 shares; 2025Q2: 42,200 shares; 2025Q3: 42,200 shares; 2025Q4: 53,900 shares 53,900 $35.7M 0.36% +11,700 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: 13,472 shares; 2024Q4: 31,272 shares; 2025Q1: 39,972 shares; 2025Q2: 39,972 shares; 2025Q3: 39,972 shares; 2025Q4: 39,272 shares 39,272 $35.6M 0.36% -700 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: 6,530 shares; 2024Q4: 6,530 shares; 2025Q1: 6,530 shares; 2025Q2: 6,530 shares; 2025Q3: 6,530 shares; 2025Q4: 6,530 shares 6,530 $35M 0.35% 0 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: 571,550 shares; 2024Q4: 589,455 shares; 2025Q1: 194,755 shares; 2025Q2: 194,755 shares; 2025Q3: 137,580 shares; 2025Q4: 137,580 shares 137,580 $33.9M 0.34% 0 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: 1,159,366 shares; 2024Q4: 1,159,366 shares; 2025Q1: 1,305,366 shares; 2025Q2: 1,305,366 shares; 2025Q3: 1,310,366 shares; 2025Q4: 829,816 shares 829,816 $33.8M 0.34% -480,550 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,100 shares; 2024Q4: 73,100 shares; 2025Q1: 91,700 shares; 2025Q2: 114,900 shares; 2025Q3: 114,900 shares; 2025Q4: 112,550 shares 112,550 $33M 0.33% -2,350 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 404,230 shares; 2024Q4: 481,630 shares; 2025Q1: 521,630 shares; 2025Q2: 497,930 shares; 2025Q3: 497,930 shares; 2025Q4: 490,130 shares 490,130 $32.5M 0.33% -7,800 Timeline VPL 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: 350,000 shares; 2024Q4: 350,000 shares; 2025Q1: 350,000 shares; 2025Q2: 350,000 shares; 2025Q3: 350,000 shares; 2025Q4: 350,000 shares 350,000 $31.6M 0.32% 0 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,000 shares; 2024Q4: 40,000 shares; 2025Q1: 40,000 shares; 2025Q2: 71,600 shares; 2025Q3: 71,600 shares; 2025Q4: 71,000 shares 71,000 $31.5M 0.32% -600 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: 72,448 shares; 2024Q4: 49,348 shares; 2025Q1: 44,348 shares; 2025Q2: 44,348 shares; 2025Q3: 34,200 shares; 2025Q4: 333,250 shares 333,250 $31.2M 0.32% +299,050 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 33,400 shares; 2025Q1: 47,600 shares; 2025Q2: 61,100 shares; 2025Q3: 45,800 shares; 2025Q4: 45,400 shares 45,400 $30.7M 0.31% -400 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: 457,195 shares 457,195 $29.9M 0.3% new Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,265 shares; 2024Q4: 45,265 shares; 2025Q1: 45,265 shares; 2025Q2: 45,265 shares; 2025Q3: 45,265 shares; 2025Q4: 45,265 shares 45,265 $29.6M 0.3% 0 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 558,980 shares; 2024Q4: 558,980 shares; 2025Q1: 487,780 shares; 2025Q2: 281,024 shares; 2025Q3: 281,024 shares; 2025Q4: 277,374 shares 277,374 $29.2M 0.3% -3,650 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: 791,080 shares; 2024Q4: 662,080 shares; 2025Q1: 662,080 shares; 2025Q2: 535,080 shares; 2025Q3: 535,080 shares; 2025Q4: 527,130 shares 527,130 $29M 0.29% -7,950 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,600 shares; 2024Q4: 114,400 shares; 2025Q1: 114,400 shares; 2025Q2: 114,400 shares; 2025Q3: 114,400 shares; 2025Q4: 133,050 shares 133,050 $28.9M 0.29% +18,650 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 140,600 shares; 2024Q4: 70,600 shares; 2025Q1: 158,200 shares; 2025Q2: 199,400 shares; 2025Q3: 199,400 shares; 2025Q4: 197,400 shares 197,400 $28.6M 0.29% -2,000 Timeline LVS LAS VEGAS SANDS CORP More: the full row for LAS VEGAS SANDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 554,600 shares; 2024Q4: 554,600 shares; 2025Q1: 554,600 shares; 2025Q2: 554,600 shares; 2025Q3: 439,600 shares; 2025Q4: 426,250 shares 426,250 $27.7M 0.28% -13,350 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 252,166 shares; 2024Q4: 252,166 shares; 2025Q1: 252,166 shares; 2025Q2: 280,066 shares; 2025Q3: 280,066 shares; 2025Q4: 272,616 shares 272,616 $27.2M 0.28% -7,450 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: 659,000 shares; 2024Q4: 659,000 shares; 2025Q1: 659,000 shares; 2025Q2: 659,000 shares; 2025Q3: 659,000 shares; 2025Q4: 659,000 shares 659,000 $26.6M 0.27% 0 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: 58,900 shares; 2024Q4: 58,900 shares; 2025Q1: 58,900 shares; 2025Q2: 58,900 shares; 2025Q3: 58,900 shares; 2025Q4: 56,600 shares 56,600 $26.4M 0.27% -2,300 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 336,700 shares; 2024Q4: 336,700 shares; 2025Q1: 336,700 shares; 2025Q2: 336,700 shares; 2025Q3: 336,700 shares; 2025Q4: 336,700 shares 336,700 $26.2M 0.27% 0 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,200 shares; 2024Q4: 65,200 shares; 2025Q1: 65,200 shares; 2025Q2: 46,800 shares; 2025Q3: 46,300 shares; 2025Q4: 45,000 shares 45,000 $25.7M 0.26% -1,300 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,400 shares; 2024Q4: 101,400 shares; 2025Q1: 101,400 shares; 2025Q2: 101,400 shares; 2025Q3: 101,400 shares; 2025Q4: 97,400 shares 97,400 $25.6M 0.26% -4,000 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 577,000 shares; 2024Q4: 649,200 shares; 2025Q1: 649,200 shares; 2025Q2: 649,200 shares; 2025Q3: 773,003 shares; 2025Q4: 747,803 shares 747,803 $25.3M 0.26% -25,200 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: 20,500 shares; 2024Q4: 15,300 shares; 2025Q1: 15,300 shares; 2025Q2: 15,300 shares; 2025Q3: 15,300 shares; 2025Q4: 44,500 shares 44,500 $25.2M 0.26% +29,200 Timeline BKLN 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: 1,200,000 shares; 2024Q4: 1,200,000 shares; 2025Q1: 1,200,000 shares; 2025Q2: 1,200,000 shares; 2025Q3: 1,200,000 shares; 2025Q4: 1,200,000 shares 1,200,000 $25.2M 0.26% 0 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 663,058 shares; 2024Q4: 663,058 shares; 2025Q1: 663,058 shares; 2025Q2: 663,058 shares; 2025Q3: 671,058 shares; 2025Q4: 375,908 shares 375,908 $25.2M 0.26% -295,150 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 278,000 shares; 2024Q4: 374,000 shares; 2025Q1: 374,000 shares; 2025Q2: 374,000 shares; 2025Q3: 374,000 shares; 2025Q4: 547,650 shares 547,650 $25.1M 0.25% +173,650 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: 55,600 shares; 2024Q4: 55,600 shares; 2025Q1: 86,600 shares; 2025Q2: 86,600 shares; 2025Q3: 86,600 shares; 2025Q4: 85,850 shares 85,850 $24.8M 0.25% -750 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: 438,360 shares; 2024Q4: 276,600 shares; 2025Q1: 276,600 shares; 2025Q2: 276,600 shares; 2025Q3: 276,600 shares; 2025Q4: 553,200 shares 553,200 $24.7M 0.25% +276,600 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: 201,243 shares; 2024Q4: 201,243 shares; 2025Q1: 449,243 shares; 2025Q2: 449,243 shares; 2025Q3: 449,243 shares; 2025Q4: 308,143 shares 308,143 $24.5M 0.25% -141,100 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: 29,200 shares; 2024Q4: 29,200 shares; 2025Q1: 29,200 shares; 2025Q2: 29,200 shares; 2025Q3: 29,200 shares; 2025Q4: 28,100 shares 28,100 $24.2M 0.25% -1,100 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: 47,200 shares; 2024Q4: 47,200 shares; 2025Q1: 28,600 shares; 2025Q2: 28,600 shares; 2025Q3: 28,600 shares; 2025Q4: 27,500 shares 27,500 $24.2M 0.25% -1,100 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: 198,300 shares; 2024Q4: 198,300 shares; 2025Q1: 198,300 shares; 2025Q2: 198,300 shares; 2025Q3: 198,300 shares; 2025Q4: 190,850 shares 190,850 $23.9M 0.24% -7,450 Timeline CRBG COREBRIDGE FINL INC More: the full row for COREBRIDGE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 808,400 shares; 2024Q4: 808,400 shares; 2025Q1: 639,400 shares; 2025Q2: 815,400 shares; 2025Q3: 815,400 shares; 2025Q4: 783,850 shares 783,850 $23.6M 0.24% -31,550 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: 160,592 shares; 2024Q4: 160,592 shares; 2025Q1: 160,592 shares; 2025Q2: 160,592 shares; 2025Q3: 160,592 shares; 2025Q4: 127,292 shares 127,292 $23.6M 0.24% -33,300 Timeline ALGN ALIGN TECHNOLOGY INC More: the full row for ALIGN TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 168,293 shares; 2024Q4: 168,293 shares; 2025Q1: 202,793 shares; 2025Q2: 220,293 shares; 2025Q3: 240,293 shares; 2025Q4: 146,643 shares 146,643 $22.9M 0.23% -93,650 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: 362,740 shares; 2024Q4: 362,740 shares; 2025Q1: 245,740 shares; 2025Q2: 245,740 shares; 2025Q3: 245,740 shares; 2025Q4: 237,490 shares 237,490 $22.8M 0.23% -8,250 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 789,500 shares; 2024Q4: 789,500 shares; 2025Q1: 589,500 shares; 2025Q2: 539,500 shares; 2025Q3: 427,500 shares; 2025Q4: 421,950 shares 421,950 $22.7M 0.23% -5,550 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: 44,100 shares; 2024Q4: 44,100 shares; 2025Q1: 44,100 shares; 2025Q2: 44,100 shares; 2025Q3: 44,100 shares; 2025Q4: 42,400 shares 42,400 $22.2M 0.22% -1,700 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: 40,100 shares; 2024Q4: 40,100 shares; 2025Q1: 40,100 shares; 2025Q2: 40,100 shares; 2025Q3: 40,100 shares; 2025Q4: 38,600 shares 38,600 $22M 0.22% -1,500 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 137,800 shares; 2024Q4: 107,000 shares; 2025Q1: 107,000 shares; 2025Q2: 107,000 shares; 2025Q3: 107,000 shares; 2025Q4: 105,050 shares 105,050 $21.9M 0.22% -1,950 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: 20,700 shares; 2025Q1: 20,700 shares; 2025Q2: 20,700 shares; 2025Q3: 20,700 shares; 2025Q4: 19,900 shares 19,900 $21.3M 0.22% -800 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: 130,606 shares; 2024Q4: 130,606 shares; 2025Q1: 130,606 shares; 2025Q2: 130,606 shares; 2025Q3: 130,606 shares; 2025Q4: 183,856 shares 183,856 $20.9M 0.21% +53,250 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: 335,400 shares; 2024Q4: 335,400 shares; 2025Q1: 335,400 shares; 2025Q2: 335,400 shares; 2025Q3: 335,400 shares; 2025Q4: 328,100 shares 328,100 $20.9M 0.21% -7,300 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: 539,147 shares; 2024Q4: 539,147 shares; 2025Q1: 539,147 shares; 2025Q2: 539,147 shares; 2025Q3: 539,147 shares; 2025Q4: 536,247 shares 536,247 $20.6M 0.21% -2,900 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,840 shares; 2024Q4: 152,495 shares; 2025Q1: 152,495 shares; 2025Q2: 155,941 shares; 2025Q3: 170,441 shares; 2025Q4: 150,291 shares 150,291 $20.4M 0.21% -20,150 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: 95,800 shares; 2024Q4: 64,800 shares; 2025Q1: 64,800 shares; 2025Q2: 64,800 shares; 2025Q3: 64,800 shares; 2025Q4: 62,300 shares 62,300 $20.4M 0.21% -2,500 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: 247,200 shares; 2024Q4: 247,200 shares; 2025Q1: 247,200 shares; 2025Q2: 247,200 shares; 2025Q3: 247,200 shares; 2025Q4: 237,600 shares 237,600 $19.4M 0.2% -9,600 Timeline H HYATT HOTELS CORP More: the full row for HYATT HOTELS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 150,548 shares; 2024Q4: 150,548 shares; 2025Q1: 120,548 shares; 2025Q2: 120,548 shares; 2025Q3: 120,548 shares; 2025Q4: 120,548 shares 120,548 $19.3M 0.2% 0 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: not reported; 2024Q4: 3,900 shares; 2025Q1: 12,100 shares; 2025Q2: 25,600 shares; 2025Q3: 25,600 shares; 2025Q4: 24,800 shares 24,800 $19.1M 0.19% -800 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: 87,100 shares; 2024Q4: 87,100 shares; 2025Q1: 87,100 shares; 2025Q2: 87,100 shares; 2025Q3: 87,100 shares; 2025Q4: 83,750 shares 83,750 $19.1M 0.19% -3,350 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: 139,000 shares; 2024Q4: 139,000 shares; 2025Q1: 73,000 shares; 2025Q2: 73,000 shares; 2025Q3: 73,000 shares; 2025Q4: 107,200 shares 107,200 $18.6M 0.19% +34,200 Timeline PFGC PERFORMANCE FOOD GROUP CO More: the full row for PERFORMANCE FOOD GROUP CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 90,000 shares; 2025Q4: 200,000 shares 200,000 $18M 0.18% +110,000 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: 67,550 shares; 2024Q4: 89,150 shares; 2025Q1: 89,150 shares; 2025Q2: 49,650 shares; 2025Q3: 49,650 shares; 2025Q4: 48,350 shares 48,350 $16.9M 0.17% -1,300 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,000 shares; 2025Q2: 14,500 shares; 2025Q3: 49,500 shares; 2025Q4: 64,500 shares 64,500 $16.7M 0.17% +15,000 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: 135,400 shares; 2024Q4: 68,600 shares; 2025Q1: 68,600 shares; 2025Q2: 68,600 shares; 2025Q3: 68,600 shares; 2025Q4: 67,200 shares 67,200 $16.2M 0.16% -1,400 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: 231,400 shares; 2024Q4: 159,400 shares; 2025Q1: 159,400 shares; 2025Q2: 82,400 shares; 2025Q3: 82,400 shares; 2025Q4: 80,450 shares 80,450 $15.7M 0.16% -1,950 Timeline USFD US FOODS HLDG CORP More: the full row for US FOODS HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 486,600 shares; 2024Q4: 404,100 shares; 2025Q1: 249,100 shares; 2025Q2: 217,800 shares; 2025Q3: 207,800 shares; 2025Q4: 206,850 shares 206,850 $15.6M 0.16% -950 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: 71,100 shares; 2024Q4: 71,100 shares; 2025Q1: 71,100 shares; 2025Q2: 71,100 shares; 2025Q3: 71,100 shares; 2025Q4: 68,500 shares 68,500 $14.9M 0.15% -2,600 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,400 shares; 2024Q4: 79,400 shares; 2025Q1: 79,400 shares; 2025Q2: 79,400 shares; 2025Q3: 79,400 shares; 2025Q4: 76,350 shares 76,350 $14.2M 0.14% -3,050 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 139,500 shares; 2024Q4: 139,500 shares; 2025Q1: 139,500 shares; 2025Q2: 139,500 shares; 2025Q3: 139,500 shares; 2025Q4: 136,750 shares 136,750 $14.1M 0.14% -2,750 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 79,500 shares; 2025Q2: 190,000 shares; 2025Q3: 190,000 shares; 2025Q4: 187,150 shares 187,150 $13.8M 0.14% -2,850 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 148,809 shares; 2024Q4: 148,809 shares; 2025Q1: 148,809 shares; 2025Q2: 148,809 shares; 2025Q3: 148,809 shares; 2025Q4: 148,809 shares 148,809 $12.6M 0.13% 0 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: 71,000 shares; 2024Q4: 71,000 shares; 2025Q1: 71,000 shares; 2025Q2: 71,000 shares; 2025Q3: 71,000 shares; 2025Q4: 71,000 shares 71,000 $12M 0.12% 0 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,000 shares; 2024Q4: 34,000 shares; 2025Q1: 41,000 shares; 2025Q2: 46,000 shares; 2025Q3: 51,000 shares; 2025Q4: 32,700 shares 32,700 $11.5M 0.12% -18,300 Timeline WH WYNDHAM HOTELS & RESORTS INC More: the full row for WYNDHAM HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 232,200 shares; 2024Q4: 232,200 shares; 2025Q1: 124,200 shares; 2025Q2: 154,700 shares; 2025Q3: 154,700 shares; 2025Q4: 151,650 shares 151,650 $11.5M 0.12% -3,050 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: 244,000 shares; 2024Q4: 130,800 shares; 2025Q1: 130,800 shares; 2025Q2: 130,800 shares; 2025Q3: 130,800 shares; 2025Q4: 128,800 shares 128,800 $11.3M 0.11% -2,000 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: 125,500 shares; 2024Q4: 77,000 shares; 2025Q1: 77,000 shares; 2025Q2: 77,000 shares; 2025Q3: 77,000 shares; 2025Q4: 74,600 shares 74,600 $10.7M 0.11% -2,400 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: 545,400 shares; 2024Q4: 545,400 shares; 2025Q1: 442,400 shares; 2025Q2: 442,400 shares; 2025Q3: 442,400 shares; 2025Q4: 424,900 shares 424,900 $10.6M 0.11% -17,500 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: 316,607 shares; 2024Q4: 218,607 shares; 2025Q1: 192,907 shares; 2025Q2: 157,907 shares; 2025Q3: 101,257 shares; 2025Q4: 52,100 shares 52,100 $10.6M 0.11% -49,157 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: 126,800 shares; 2024Q4: 126,800 shares; 2025Q1: 126,800 shares; 2025Q2: 126,800 shares; 2025Q3: 126,800 shares; 2025Q4: 121,900 shares 121,900 $10.4M 0.11% -4,900 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: 7,500 shares; 2024Q4: 7,500 shares; 2025Q1: 7,500 shares; 2025Q2: 112,500 shares; 2025Q3: 112,500 shares; 2025Q4: 112,500 shares 112,500 $10.3M 0.1% 0 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: 323,100 shares; 2024Q4: 121,300 shares; 2025Q1: 121,300 shares; 2025Q2: 121,300 shares; 2025Q3: 121,300 shares; 2025Q4: 121,300 shares 121,300 $10.2M 0.1% 0 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: 77,700 shares; 2024Q4: 60,100 shares; 2025Q1: 51,800 shares; 2025Q2: 51,800 shares; 2025Q3: 51,800 shares; 2025Q4: 38,300 shares 38,300 $10.1M 0.1% -13,500 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 64,145 shares; 2025Q4: 173,589 shares 173,589 $9.83M 0.1% +109,444 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: 28,800 shares; 2024Q4: 28,800 shares; 2025Q1: 28,800 shares; 2025Q2: 28,800 shares; 2025Q3: 28,800 shares; 2025Q4: 27,700 shares 27,700 $8.21M 0.08% -1,100 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: 118,000 shares; 2024Q4: 118,000 shares; 2025Q1: 118,000 shares; 2025Q2: 118,000 shares; 2025Q3: 118,000 shares; 2025Q4: 113,400 shares 113,400 $7.87M 0.08% -4,600 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 47,721 shares; 2025Q4: 53,446 shares 53,446 $7.83M 0.08% +5,725 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: 156,400 shares; 2024Q4: 71,100 shares; 2025Q1: 71,100 shares; 2025Q2: 71,100 shares; 2025Q3: 71,100 shares; 2025Q4: 71,100 shares 71,100 $6.78M 0.07% 0 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 394,330 shares; 2025Q4: 394,330 shares 394,330 $6.25M 0.06% 0 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,100 shares; 2024Q4: 75,100 shares; 2025Q1: 75,100 shares; 2025Q2: 75,100 shares; 2025Q3: 75,100 shares; 2025Q4: 72,150 shares 72,150 $6.15M 0.06% -2,950 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 77,552 shares; 2025Q4: 77,552 shares 77,552 $6.1M 0.06% 0 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 515,311 shares; 2025Q4: 515,311 shares 515,311 $6.04M 0.06% 0 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,160,700 shares; 2024Q4: 90,000 shares; 2025Q1: 90,000 shares; 2025Q2: 90,000 shares; 2025Q3: 90,000 shares; 2025Q4: 90,000 shares 90,000 $6.04M 0.06% 0 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: 73,300 shares; 2024Q4: 73,300 shares; 2025Q1: 73,300 shares; 2025Q2: 34,100 shares; 2025Q3: 34,100 shares; 2025Q4: 33,700 shares 33,700 $5.76M 0.06% -400 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 26,698 shares; 2025Q4: 26,698 shares 26,698 $5.71M 0.06% 0 Timeline HDB HDFC BANK LTD More: the full row for HDFC BANK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 156,328 shares; 2025Q4: 156,328 shares 156,328 $5.71M 0.06% 0 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 89,252 shares; 2025Q4: 89,252 shares 89,252 $5.39M 0.05% 0 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 57,852 shares; 2025Q4: 57,852 shares 57,852 $5.32M 0.05% 0 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 35,274 shares; 2025Q4: 71,233 shares 71,233 $5.23M 0.05% +35,959 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: 68,800 shares; 2024Q4: 68,800 shares; 2025Q1: 68,800 shares; 2025Q2: 68,800 shares; 2025Q3: 68,800 shares; 2025Q4: 66,150 shares 66,150 $5.22M 0.05% -2,650 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 35,796 shares; 2025Q4: 35,796 shares 35,796 $4.94M 0.05% 0 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 60,957 shares; 2025Q4: 60,957 shares 60,957 $4.72M 0.05% 0 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,324 shares; 2025Q4: 19,324 shares 19,324 $4.69M 0.05% 0 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 167,119 shares; 2025Q4: 167,119 shares 167,119 $4.28M 0.04% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 77,256 shares; 2025Q4: 86,545 shares 86,545 $4.01M 0.04% +9,289 Timeline GFI GOLD FIELDS LTD More: the full row for GOLD FIELDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 122,003 shares; 2025Q4: 91,692 shares 91,692 $4M 0.04% -30,311 Timeline SMFG SUMITOMO MITSUI FIN GRP INC More: the full row for SUMITOMO MITSUI FIN GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 188,992 shares; 2025Q4: 188,992 shares 188,992 $3.65M 0.04% 0 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 59,614 shares; 2025Q4: 59,614 shares 59,614 $3.03M 0.03% 0 Timeline FMX FOMENTO ECONOMICO MEXICANO S More: the full row for FOMENTO ECONOMICO MEXICANO S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 29,151 shares; 2025Q4: 29,151 shares 29,151 $2.95M 0.03% 0 Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 147,832 shares; 2025Q4: 147,832 shares 147,832 $2.47M 0.03% 0 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG 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: 51,742 shares; 2025Q4: 51,742 shares 51,742 $2.25M 0.02% 0 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,000 shares 25,000 $2.17M 0.02% new Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 24,675 shares; 2025Q4: 24,675 shares 24,675 $2.13M 0.02% 0 Timeline FUTU FUTU HLDGS LTD More: the full row for FUTU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,992 shares; 2025Q4: 11,992 shares 11,992 $1.97M 0.02% 0 Timeline TLK TELEKOMUNIKASI IND More: the full row for TELEKOMUNIKASI IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 87,020 shares; 2025Q4: 87,020 shares 87,020 $1.83M 0.02% 0 Timeline EDU NEW ORIENTAL ED & TECHNOLOGY More: the full row for NEW ORIENTAL ED & TECHNOLOGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 47,197 shares; 2025Q4: 32,719 shares 32,719 $1.8M 0.02% -14,478 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: 24,550 shares 24,550 $1.61M 0.02% new Timeline FMS FRESENIUS MEDICAL CARE AG More: the full row for FRESENIUS MEDICAL CARE AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 67,196 shares; 2025Q4: 67,196 shares 67,196 $1.6M 0.02% 0 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: 5,000 shares; 2024Q4: 5,000 shares; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 5,000 shares 5,000 $1.56M 0.02% 0 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: 28,100 shares; 2024Q4: 28,100 shares; 2025Q1: 28,100 shares; 2025Q2: 28,100 shares; 2025Q3: 28,100 shares; 2025Q4: 28,100 shares 28,100 $1.51M 0.02% 0 Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,890 shares; 2025Q4: 11,601 shares 11,601 $1.48M 0.02% +711 Timeline HUBS HUBSPOT INC More: the full row for HUBSPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,500 shares; 2025Q4: 3,500 shares 3,500 $1.4M 0.01% 0 Timeline AEG AEGON LTD More: the full row for AEGON LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 218,660 shares; 2025Q4: 169,398 shares 169,398 $1.31M 0.01% -49,262 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 639 shares; 2025Q4: 639 shares 639 $1.29M 0.01% 0 Timeline TME TENCENT MUSIC ENTMT GROUP More: the full row for TENCENT MUSIC ENTMT GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 68,937 shares 68,937 $1.21M 0.01% new Timeline TCOM TRIP COM GROUP LTD More: the full row for TRIP COM GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,271 shares; 2025Q4: 15,496 shares 15,496 $1.11M 0.01% +5,225 Timeline BIDU BAIDU INC More: the full row for BAIDU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,570 shares 7,570 $989K 0.01% new Timeline SNN SMITH & NEPHEW PLC More: the full row for SMITH & NEPHEW PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 27,747 shares; 2025Q4: 27,747 shares 27,747 $910K 0.01% 0 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: 12,000 shares; 2024Q4: 12,000 shares; 2025Q1: 12,000 shares; 2025Q2: 12,000 shares; 2025Q3: 12,000 shares; 2025Q4: 12,000 shares 12,000 $883K 0.01% 0 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,000 shares; 2024Q4: 6,000 shares; 2025Q1: 6,000 shares; 2025Q2: 6,000 shares; 2025Q3: 6,000 shares; 2025Q4: 6,000 shares 6,000 $736K 0.01% 0 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 208,500 shares; 2024Q4: 140,500 shares; 2025Q1: 140,500 shares; 2025Q2: 157,000 shares; 2025Q3: 219,600 shares; 2025Q4: 8,800 shares 8,800 $591K 0.01% -210,800 Timeline MICC MAGNUM ICE CREAM CO NV More: the full row for MAGNUM ICE CREAM CO NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,101 shares 14,101 $224K <0.01% new Timeline