COPX 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: 367,984 shares; 2024Q4: 381,883 shares; 2025Q1: 399,727 shares; 2025Q2: 367,511 shares; 2025Q3: 348,327 shares; 2025Q4: 315,871 shares 315,871 $22.7M 4.83% -32,456 Timeline SLVP 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: 959,604 shares; 2024Q4: 971,486 shares; 2025Q1: 957,593 shares; 2025Q2: 906,931 shares; 2025Q3: 801,176 shares; 2025Q4: 613,404 shares 613,404 $21M 4.47% -187,772 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: 273,527 shares; 2024Q4: 268,962 shares; 2025Q1: 268,620 shares; 2025Q2: 250,569 shares; 2025Q3: 241,376 shares; 2025Q4: 238,258 shares 238,258 $19.3M 4.12% -3,118 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: 175,211 shares; 2024Q4: 175,631 shares; 2025Q1: 290,861 shares; 2025Q2: 290,861 shares; 2025Q3: 222,313 shares; 2025Q4: 220,903 shares 220,903 $18.9M 4.03% -1,410 Timeline IAUM ISHARES GOLD TRUST MICRO More: the full row for ISHARES GOLD TRUST MICRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 362,304 shares; 2024Q4: 388,508 shares; 2025Q1: 424,769 shares; 2025Q2: 359,918 shares; 2025Q3: 360,207 shares; 2025Q4: 384,057 shares 384,057 $16.5M 3.51% +23,850 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: 17,061 shares; 2024Q4: 17,077 shares; 2025Q1: 18,157 shares; 2025Q2: 17,215 shares; 2025Q3: 18,051 shares; 2025Q4: 60,567 shares 60,567 $16.5M 3.5% +42,516 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: 144,225 shares; 2024Q4: 144,225 shares; 2025Q1: 144,225 shares; 2025Q2: 144,225 shares; 2025Q3: 144,225 shares; 2025Q4: 144,225 shares 144,225 $16.4M 3.49% 0 Timeline SPPP 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: not reported; 2024Q4: 21,626 shares; 2025Q1: 21,626 shares; 2025Q2: 747,465 shares; 2025Q3: 805,335 shares; 2025Q4: 850,344 shares 850,344 $14.3M 3.05% +45,009 Timeline CTA 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 342,726 shares; 2025Q3: 362,878 shares; 2025Q4: 417,734 shares 417,734 $11.4M 2.42% +54,856 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: 123,488 shares; 2024Q4: 126,755 shares; 2025Q1: 134,125 shares; 2025Q2: 119,973 shares; 2025Q3: 119,819 shares; 2025Q4: 254,202 shares 254,202 $11.4M 2.42% +134,383 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: 12,863 shares; 2024Q4: 12,863 shares; 2025Q1: 12,885 shares; 2025Q2: 12,863 shares; 2025Q3: 12,820 shares; 2025Q4: 37,952 shares 37,952 $10.9M 2.32% +25,132 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: 590,364 shares; 2024Q4: 584,876 shares; 2025Q1: 566,764 shares; 2025Q2: 520,150 shares; 2025Q3: 509,590 shares; 2025Q4: 439,379 shares 439,379 $10.4M 2.21% -70,211 Timeline REFI CHICAGO ATLANTIC REAL ESTATE More: the full row for CHICAGO ATLANTIC REAL ESTATE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 619,681 shares; 2024Q4: 674,286 shares; 2025Q1: 751,620 shares; 2025Q2: 771,503 shares; 2025Q3: 809,425 shares; 2025Q4: 832,168 shares 832,168 $10.2M 2.17% +22,743 Timeline BITB BITWISE BITCOIN ETF TR More: the full row for BITWISE BITCOIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 382,599 shares; 2024Q4: 376,033 shares; 2025Q1: 374,764 shares; 2025Q2: 205,451 shares; 2025Q3: 204,775 shares; 2025Q4: 203,873 shares 203,873 $9.7M 2.06% -902 Timeline KCCA 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 502,146 shares; 2025Q4: 510,747 shares 510,747 $8.59M 1.83% +8,601 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: 46,140 shares; 2024Q4: 46,025 shares; 2025Q1: 50,469 shares; 2025Q2: 47,163 shares; 2025Q3: 47,011 shares; 2025Q4: 45,767 shares 45,767 $8.54M 1.82% -1,244 Timeline URNM SPROTT FDS TR More: the full row for SPROTT FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 155,753 shares; 2024Q4: 162,046 shares; 2025Q1: 231,292 shares; 2025Q2: 120,636 shares; 2025Q3: 142,188 shares; 2025Q4: 145,877 shares 145,877 $8.01M 1.7% +3,689 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 128,364 shares; 2024Q4: 125,728 shares; 2025Q1: 125,475 shares; 2025Q2: 125,287 shares; 2025Q3: 120,466 shares; 2025Q4: 112,760 shares 112,760 $7.71M 1.64% -7,706 Timeline BITO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 443,950 shares; 2025Q3: 508,475 shares; 2025Q4: 623,036 shares 623,036 $7.58M 1.61% +114,561 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: 14,025 shares; 2024Q4: 14,588 shares; 2025Q1: 14,500 shares; 2025Q2: 13,533 shares; 2025Q3: 13,211 shares; 2025Q4: 13,032 shares 13,032 $6.55M 1.39% -179 Timeline CPT CAMDEN PPTY TR More: the full row for CAMDEN PPTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,878 shares; 2024Q4: 40,207 shares; 2025Q1: 43,921 shares; 2025Q2: 43,762 shares; 2025Q3: 44,218 shares; 2025Q4: 57,552 shares 57,552 $6.34M 1.35% +13,334 Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,431 shares; 2024Q4: 30,757 shares; 2025Q1: 33,455 shares; 2025Q2: 33,656 shares; 2025Q3: 33,274 shares; 2025Q4: 43,312 shares 43,312 $6.02M 1.28% +10,038 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: 55,539 shares; 2024Q4: 61,241 shares; 2025Q1: 121,993 shares; 2025Q2: 113,296 shares; 2025Q3: 107,174 shares; 2025Q4: 90,417 shares 90,417 $5.82M 1.24% -16,757 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 180,828 shares; 2024Q4: 178,689 shares; 2025Q1: 116,830 shares; 2025Q2: 105,284 shares; 2025Q3: 99,079 shares; 2025Q4: 80,862 shares 80,862 $5.47M 1.16% -18,217 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: not reported; 2024Q4: 89,973 shares; 2025Q1: 93,830 shares; 2025Q2: 86,051 shares; 2025Q3: 90,980 shares; 2025Q4: 94,091 shares 94,091 $5.04M 1.07% +3,111 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: 58,876 shares; 2024Q4: 58,876 shares; 2025Q1: 56,898 shares; 2025Q2: 42,549 shares; 2025Q3: 42,703 shares; 2025Q4: 43,121 shares 43,121 $4.95M 1.05% +418 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,774 shares; 2024Q4: 26,917 shares; 2025Q1: 28,536 shares; 2025Q2: 27,584 shares; 2025Q3: 27,233 shares; 2025Q4: 30,362 shares 30,362 $4.7M 1% +3,129 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,460 shares; 2024Q4: 49,246 shares; 2025Q1: 48,152 shares; 2025Q2: 43,587 shares; 2025Q3: 42,120 shares; 2025Q4: 41,228 shares 41,228 $4.61M 0.98% -892 Timeline AR ANTERO RESOURCES CORP More: the full row for ANTERO RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 123,611 shares; 2025Q1: 128,137 shares; 2025Q2: 117,974 shares; 2025Q3: 119,692 shares; 2025Q4: 128,430 shares 128,430 $4.43M 0.94% +8,738 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: 112,393 shares; 2025Q1: 117,401 shares; 2025Q2: 109,466 shares; 2025Q3: 113,521 shares; 2025Q4: 123,526 shares 123,526 $4.36M 0.93% +10,005 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: 56,280 shares; 2024Q4: 41,243 shares; 2025Q1: 35,383 shares; 2025Q2: 26,674 shares; 2025Q3: 24,213 shares; 2025Q4: 22,773 shares 22,773 $4.05M 0.86% -1,440 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: 28,797 shares; 2024Q4: 28,771 shares; 2025Q1: 36,826 shares; 2025Q2: 33,001 shares; 2025Q3: 31,638 shares; 2025Q4: 31,749 shares 31,749 $3.82M 0.81% +111 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: 1,917 shares; 2024Q4: 1,982 shares; 2025Q1: 5,526 shares; 2025Q2: 5,201 shares; 2025Q3: 5,189 shares; 2025Q4: 5,189 shares 5,189 $3.54M 0.75% 0 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: 5,694 shares; 2024Q4: 6,038 shares; 2025Q1: 6,649 shares; 2025Q2: 6,818 shares; 2025Q3: 7,260 shares; 2025Q4: 7,082 shares 7,082 $3.42M 0.73% -178 Timeline ETH GRAYSCALE ETHEREUM STAKING More: the full row for GRAYSCALE ETHEREUM STAKING Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 296,154 shares; 2025Q1: 317,889 shares; 2025Q2: 116,440 shares; 2025Q3: 106,187 shares; 2025Q4: 119,313 shares 119,313 $3.35M 0.71% +13,126 Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 43,581 shares; 2025Q1: 49,950 shares; 2025Q2: 54,398 shares; 2025Q3: 58,524 shares; 2025Q4: 82,536 shares 82,536 $3.2M 0.68% +24,012 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: 24,525 shares; 2024Q4: 24,701 shares; 2025Q1: 24,701 shares; 2025Q2: 24,701 shares; 2025Q3: 24,701 shares; 2025Q4: 23,867 shares 23,867 $2.8M 0.6% -834 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: 17,171 shares; 2024Q4: 17,266 shares; 2025Q1: 17,271 shares; 2025Q2: 17,187 shares; 2025Q3: 18,053 shares; 2025Q4: 18,176 shares 18,176 $2.77M 0.59% +123 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: 190,597 shares; 2024Q4: 134,125 shares; 2025Q1: 114,952 shares; 2025Q2: 111,153 shares; 2025Q3: 111,113 shares; 2025Q4: 110,246 shares 110,246 $2.69M 0.57% -867 Timeline DNN DENISON MINES CORP More: the full row for DENISON MINES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,238,274 shares; 2024Q4: 1,214,632 shares; 2025Q1: 1,210,900 shares; 2025Q2: 1,194,892 shares; 2025Q3: 1,177,920 shares; 2025Q4: 1,005,148 shares 1,005,148 $2.67M 0.57% -172,772 Timeline NXE NEXGEN ENERGY LTD More: the full row for NEXGEN ENERGY LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 327,697 shares; 2024Q4: 327,722 shares; 2025Q1: 329,399 shares; 2025Q2: 323,375 shares; 2025Q3: 310,711 shares; 2025Q4: 281,202 shares 281,202 $2.59M 0.55% -29,509 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: 6,716 shares; 2024Q4: 6,816 shares; 2025Q1: 7,020 shares; 2025Q2: 7,282 shares; 2025Q3: 7,880 shares; 2025Q4: 7,942 shares 7,942 $2.49M 0.53% +62 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: 5,917 shares; 2024Q4: 6,019 shares; 2025Q1: 6,015 shares; 2025Q2: 6,000 shares; 2025Q3: 5,999 shares; 2025Q4: 6,018 shares 6,018 $2.23M 0.47% +19 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: 6,294 shares; 2024Q4: 6,394 shares; 2025Q1: 6,685 shares; 2025Q2: 6,868 shares; 2025Q3: 7,041 shares; 2025Q4: 6,913 shares 6,913 $2.17M 0.46% -128 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 604 shares; 2025Q3: 776 shares; 2025Q4: 9,476 shares 9,476 $2.14M 0.46% +8,700 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: 8,125 shares; 2024Q4: 8,108 shares; 2025Q1: 8,498 shares; 2025Q2: 7,713 shares; 2025Q3: 7,446 shares; 2025Q4: 6,477 shares 6,477 $2.09M 0.44% -969 Timeline BSOL BITWISE SOLANA STAKING ETF More: the full row for BITWISE SOLANA STAKING ETF Quarterly shares; oldest to newest; scale 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: 118,085 shares 118,085 $1.94M 0.41% new 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: 1,931 shares; 2024Q4: 1,868 shares; 2025Q1: 1,829 shares; 2025Q2: 1,829 shares; 2025Q3: 1,848 shares; 2025Q4: 3,063 shares 3,063 $1.92M 0.41% +1,215 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: 2,111 shares; 2024Q4: 2,110 shares; 2025Q1: 2,150 shares; 2025Q2: 2,087 shares; 2025Q3: 2,086 shares; 2025Q4: 2,020 shares 2,020 $1.74M 0.37% -66 Timeline UUUU ENERGY FUELS INC More: the full row for ENERGY FUELS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 244,014 shares; 2024Q4: 239,264 shares; 2025Q1: 237,362 shares; 2025Q2: 235,146 shares; 2025Q3: 230,919 shares; 2025Q4: 115,847 shares 115,847 $1.68M 0.36% -115,072 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: 5,019 shares; 2024Q4: 6,736 shares; 2025Q1: 6,377 shares; 2025Q2: 6,480 shares; 2025Q3: 6,819 shares; 2025Q4: 7,162 shares 7,162 $1.65M 0.35% +343 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: 2,701 shares; 2024Q4: 2,701 shares; 2025Q1: 2,744 shares; 2025Q2: 2,773 shares; 2025Q3: 2,803 shares; 2025Q4: 2,736 shares 2,736 $1.56M 0.33% -67 Timeline SILJ AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,167 shares; 2024Q4: 57,167 shares; 2025Q1: 57,167 shares; 2025Q2: 57,167 shares; 2025Q3: 57,167 shares; 2025Q4: 55,876 shares 55,876 $1.55M 0.33% -1,291 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: 2,045 shares; 2024Q4: 2,073 shares; 2025Q1: 2,262 shares; 2025Q2: 2,253 shares; 2025Q3: 2,358 shares; 2025Q4: 2,282 shares 2,282 $1.51M 0.32% -76 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: 3,065 shares; 2024Q4: 3,067 shares; 2025Q1: 3,067 shares; 2025Q2: 3,067 shares; 2025Q3: 3,067 shares; 2025Q4: 3,066 shares 3,066 $1.5M 0.32% -1 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: 11,306 shares; 2024Q4: 12,100 shares; 2025Q1: 11,671 shares; 2025Q2: 11,465 shares; 2025Q3: 10,454 shares; 2025Q4: 10,342 shares 10,342 $1.48M 0.32% -112 Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,575 shares; 2024Q4: 7,575 shares; 2025Q1: 7,575 shares; 2025Q2: 7,575 shares; 2025Q3: 6,575 shares; 2025Q4: 7,145 shares 7,145 $1.48M 0.32% +570 Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,361 shares; 2024Q4: 13,332 shares; 2025Q1: 13,625 shares; 2025Q2: 13,775 shares; 2025Q3: 13,864 shares; 2025Q4: 13,736 shares 13,736 $1.45M 0.31% -128 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: 4,615 shares; 2024Q4: 4,613 shares; 2025Q1: 4,824 shares; 2025Q2: 4,637 shares; 2025Q3: 4,529 shares; 2025Q4: 4,381 shares 4,381 $1.45M 0.31% -148 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,549 shares; 2024Q4: 2,546 shares; 2025Q1: 2,560 shares; 2025Q2: 2,570 shares; 2025Q3: 2,544 shares; 2025Q4: 2,522 shares 2,522 $1.43M 0.3% -22 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: 42,207 shares; 2024Q4: 42,207 shares; 2025Q1: 42,207 shares; 2025Q2: 42,207 shares; 2025Q3: 42,207 shares; 2025Q4: 42,207 shares 42,207 $1.39M 0.3% 0 Timeline ITOT 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: 9,685 shares; 2024Q4: 9,685 shares; 2025Q1: 9,685 shares; 2025Q2: 9,685 shares; 2025Q3: 9,685 shares; 2025Q4: 9,302 shares 9,302 $1.38M 0.29% -383 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: 12,144 shares; 2024Q4: 12,187 shares; 2025Q1: 12,187 shares; 2025Q2: 12,187 shares; 2025Q3: 12,187 shares; 2025Q4: 21,578 shares 21,578 $1.35M 0.29% +9,391 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: 6,234 shares; 2024Q4: 6,171 shares; 2025Q1: 6,252 shares; 2025Q2: 6,249 shares; 2025Q3: 6,261 shares; 2025Q4: 6,174 shares 6,174 $1.32M 0.28% -87 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: 8,836 shares; 2024Q4: 8,778 shares; 2025Q1: 8,781 shares; 2025Q2: 8,674 shares; 2025Q3: 8,758 shares; 2025Q4: 8,793 shares 8,793 $1.32M 0.28% +35 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,476 shares; 2024Q4: 35,476 shares; 2025Q1: 35,422 shares; 2025Q2: 33,012 shares; 2025Q3: 31,004 shares; 2025Q4: 30,098 shares 30,098 $1.24M 0.26% -906 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: 1,092 shares; 2024Q4: 1,110 shares; 2025Q1: 1,110 shares; 2025Q2: 1,105 shares; 2025Q3: 1,104 shares; 2025Q4: 1,213 shares 1,213 $1.22M 0.26% +109 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: 1,899 shares; 2024Q4: 2,030 shares; 2025Q1: 2,310 shares; 2025Q2: 2,393 shares; 2025Q3: 2,462 shares; 2025Q4: 2,661 shares 2,661 $1.2M 0.25% +199 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: 3,312 shares; 2024Q4: 3,311 shares; 2025Q1: 3,432 shares; 2025Q2: 3,493 shares; 2025Q3: 3,489 shares; 2025Q4: 3,329 shares 3,329 $1.17M 0.25% -160 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,754 shares; 2025Q4: 14,754 shares 14,754 $1.06M 0.22% 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: 2,287 shares; 2024Q4: 2,269 shares; 2025Q1: 2,687 shares; 2025Q2: 2,947 shares; 2025Q3: 3,080 shares; 2025Q4: 2,958 shares 2,958 $1.02M 0.22% -122 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: 2,046 shares; 2024Q4: 2,043 shares; 2025Q1: 2,125 shares; 2025Q2: 2,046 shares; 2025Q3: 2,031 shares; 2025Q4: 2,074 shares 2,074 $1.02M 0.22% +43 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: 1,840 shares; 2024Q4: 3,947 shares; 2025Q1: 3,324 shares; 2025Q2: 3,153 shares; 2025Q3: 3,926 shares; 2025Q4: 9,567 shares 9,567 $1.01M 0.21% +5,641 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: 20,480 shares; 2024Q4: 40,959 shares; 2025Q1: 40,959 shares; 2025Q2: 40,959 shares; 2025Q3: 40,959 shares; 2025Q4: 40,959 shares 40,959 $985K 0.21% 0 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: 3,791 shares; 2024Q4: 3,777 shares; 2025Q1: 3,803 shares; 2025Q2: 3,860 shares; 2025Q3: 3,791 shares; 2025Q4: 3,736 shares 3,736 $960K 0.2% -55 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: 12,084 shares; 2024Q4: 12,160 shares; 2025Q1: 11,766 shares; 2025Q2: 11,736 shares; 2025Q3: 11,670 shares; 2025Q4: 13,619 shares 13,619 $952K 0.2% +1,949 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: 4,478 shares; 2024Q4: 4,475 shares; 2025Q1: 4,525 shares; 2025Q2: 4,546 shares; 2025Q3: 4,643 shares; 2025Q4: 4,866 shares 4,866 $948K 0.2% +223 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: 2,979 shares; 2024Q4: 2,972 shares; 2025Q1: 3,371 shares; 2025Q2: 3,628 shares; 2025Q3: 4,443 shares; 2025Q4: 7,877 shares 7,877 $878K 0.19% +3,434 Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,595 shares; 2024Q4: 1,595 shares; 2025Q1: 1,597 shares; 2025Q2: 1,598 shares; 2025Q3: 1,610 shares; 2025Q4: 1,613 shares 1,613 $859K 0.18% +3 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: 985 shares; 2024Q4: 998 shares; 2025Q1: 1,001 shares; 2025Q2: 990 shares; 2025Q3: 987 shares; 2025Q4: 8,835 shares 8,835 $828K 0.18% +7,848 Timeline PBT PERMIAN BASIN RTY TR More: the full row for PERMIAN BASIN RTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,218 shares; 2024Q4: 48,218 shares; 2025Q1: 48,218 shares; 2025Q2: 48,218 shares; 2025Q3: 48,218 shares; 2025Q4: 48,218 shares 48,218 $819K 0.17% 0 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: 171,087 shares; 2024Q4: 30,488 shares; 2025Q1: 14,710 shares; 2025Q2: 13,096 shares; 2025Q3: 13,096 shares; 2025Q4: 13,284 shares 13,284 $804K 0.17% +188 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: 6,397 shares; 2024Q4: 6,732 shares; 2025Q1: 6,914 shares; 2025Q2: 8,249 shares; 2025Q3: 8,390 shares; 2025Q4: 7,986 shares 7,986 $797K 0.17% -404 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: 3,273 shares; 2024Q4: 10,861 shares; 2025Q1: 7,903 shares; 2025Q2: 7,908 shares; 2025Q3: 7,916 shares; 2025Q4: 5,773 shares 5,773 $780K 0.17% -2,143 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: 3,162 shares; 2024Q4: 3,311 shares; 2025Q1: 3,311 shares; 2025Q2: 3,311 shares; 2025Q3: 3,311 shares; 2025Q4: 2,471 shares 2,471 $751K 0.16% -840 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: 6,553 shares; 2024Q4: 5,751 shares; 2025Q1: 4,160 shares; 2025Q2: 4,146 shares; 2025Q3: 4,159 shares; 2025Q4: 4,216 shares 4,216 $748K 0.16% +57 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: 4,867 shares; 2025Q1: 6,448 shares; 2025Q2: 5,835 shares; 2025Q3: 5,842 shares; 2025Q4: 5,355 shares 5,355 $702K 0.15% -487 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: 6,677 shares; 2024Q4: 3,668 shares; 2025Q1: 3,668 shares; 2025Q2: 3,668 shares; 2025Q3: 3,668 shares; 2025Q4: 3,665 shares 3,665 $700K 0.15% -3 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,760 shares; 2024Q4: 1,756 shares; 2025Q1: 1,871 shares; 2025Q2: 1,868 shares; 2025Q3: 1,868 shares; 2025Q4: 1,581 shares 1,581 $667K 0.14% -287 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: 6,955 shares; 2024Q4: 6,911 shares; 2025Q1: 6,983 shares; 2025Q2: 6,637 shares; 2025Q3: 6,593 shares; 2025Q4: 6,338 shares 6,338 $666K 0.14% -255 Timeline SBR SABINE RTY TR More: the full row for SABINE RTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,377 shares; 2024Q4: 11,377 shares; 2025Q1: 11,377 shares; 2025Q2: 11,377 shares; 2025Q3: 9,577 shares; 2025Q4: 9,577 shares 9,577 $657K 0.14% 0 Timeline ENFR 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: 45,438 shares; 2024Q4: 27,107 shares; 2025Q1: 27,107 shares; 2025Q2: 20,416 shares; 2025Q3: 20,416 shares; 2025Q4: 20,416 shares 20,416 $642K 0.14% 0 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: 2,876 shares; 2024Q4: 2,863 shares; 2025Q1: 2,829 shares; 2025Q2: 2,770 shares; 2025Q3: 2,769 shares; 2025Q4: 2,759 shares 2,759 $638K 0.14% -10 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,746 shares; 2024Q4: 3,746 shares; 2025Q1: 3,746 shares; 2025Q2: 3,746 shares; 2025Q3: 3,746 shares; 2025Q4: 3,746 shares 3,746 $629K 0.13% 0 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,793 shares; 2024Q4: 6,904 shares; 2025Q1: 8,050 shares; 2025Q2: 7,000 shares; 2025Q3: 6,731 shares; 2025Q4: 7,898 shares 7,898 $627K 0.13% +1,167 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,478 shares; 2025Q3: 2,486 shares; 2025Q4: 2,582 shares 2,582 $626K 0.13% +96 Timeline IMO IMPERIAL OIL LTD More: the full row for IMPERIAL OIL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,176 shares; 2024Q4: 7,845 shares; 2025Q1: 7,845 shares; 2025Q2: 7,845 shares; 2025Q3: 7,645 shares; 2025Q4: 7,191 shares 7,191 $621K 0.13% -454 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: 2,394 shares; 2024Q4: 2,395 shares; 2025Q1: 2,394 shares; 2025Q2: 2,386 shares; 2025Q3: 2,385 shares; 2025Q4: 2,363 shares 2,363 $608K 0.13% -22 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 834 shares; 2024Q4: 830 shares; 2025Q1: 828 shares; 2025Q2: 819 shares; 2025Q3: 819 shares; 2025Q4: 737 shares 737 $596K 0.13% -82 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,445 shares; 2024Q4: 12,218 shares; 2025Q1: 12,202 shares; 2025Q2: 12,111 shares; 2025Q3: 12,101 shares; 2025Q4: 11,923 shares 11,923 $596K 0.13% -178 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: 685 shares; 2024Q4: 682 shares; 2025Q1: 855 shares; 2025Q2: 837 shares; 2025Q3: 844 shares; 2025Q4: 1,028 shares 1,028 $586K 0.12% +184 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: 1,361 shares; 2024Q4: 1,364 shares; 2025Q1: 2,065 shares; 2025Q2: 2,024 shares; 2025Q3: 2,053 shares; 2025Q4: 1,893 shares 1,893 $583K 0.12% -160 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: 1,077 shares; 2024Q4: 775 shares; 2025Q1: 683 shares; 2025Q2: 700 shares; 2025Q3: 705 shares; 2025Q4: 660 shares 660 $580K 0.12% -45 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,040 shares; 2024Q4: 3,169 shares; 2025Q1: 3,193 shares; 2025Q2: 3,163 shares; 2025Q3: 3,112 shares; 2025Q4: 3,358 shares 3,358 $569K 0.12% +246 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: 4,895 shares; 2024Q4: 6,437 shares; 2025Q1: 7,235 shares; 2025Q2: 6,197 shares; 2025Q3: 6,214 shares; 2025Q4: 6,071 shares 6,071 $568K 0.12% -143 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,269 shares; 2024Q4: 2,382 shares; 2025Q1: 2,414 shares; 2025Q2: 2,516 shares; 2025Q3: 2,491 shares; 2025Q4: 2,475 shares 2,475 $566K 0.12% -16 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,151 shares; 2024Q4: 1,176 shares; 2025Q1: 1,192 shares; 2025Q2: 1,042 shares; 2025Q3: 1,010 shares; 2025Q4: 984 shares 984 $559K 0.12% -26 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: 8,694 shares; 2024Q4: 10,323 shares; 2025Q1: 9,218 shares; 2025Q2: 9,218 shares; 2025Q3: 9,806 shares; 2025Q4: 9,818 shares 9,818 $556K 0.12% +12 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: 4,376 shares; 2024Q4: 4,354 shares; 2025Q1: 4,629 shares; 2025Q2: 4,574 shares; 2025Q3: 4,640 shares; 2025Q4: 4,342 shares 4,342 $555K 0.12% -298 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: 2,835 shares; 2024Q4: 2,835 shares; 2025Q1: 2,913 shares; 2025Q2: 2,964 shares; 2025Q3: 2,942 shares; 2025Q4: 2,847 shares 2,847 $553K 0.12% -95 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: not reported; 2024Q4: not reported; 2025Q1: 2,335 shares; 2025Q2: 2,191 shares; 2025Q3: 2,316 shares; 2025Q4: 2,651 shares 2,651 $549K 0.12% +335 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: 5,347 shares; 2024Q4: 6,113 shares; 2025Q1: 6,113 shares; 2025Q2: 6,113 shares; 2025Q3: 6,113 shares; 2025Q4: 7,415 shares 7,415 $545K 0.12% +1,302 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: 382 shares; 2024Q4: 381 shares; 2025Q1: 487 shares; 2025Q2: 401 shares; 2025Q3: 465 shares; 2025Q4: 497 shares 497 $534K 0.11% +32 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: 544 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 533 shares; 2025Q3: 538 shares; 2025Q4: 923 shares 923 $529K 0.11% +385 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: 1,556 shares; 2024Q4: 1,557 shares; 2025Q1: 1,557 shares; 2025Q2: 1,557 shares; 2025Q3: 1,557 shares; 2025Q4: 1,557 shares 1,557 $522K 0.11% 0 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,756 shares; 2024Q4: 1,929 shares; 2025Q1: 2,686 shares; 2025Q2: 2,181 shares; 2025Q3: 2,262 shares; 2025Q4: 3,797 shares 3,797 $515K 0.11% +1,535 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: 2,308 shares; 2024Q4: 2,310 shares; 2025Q1: 2,325 shares; 2025Q2: 2,373 shares; 2025Q3: 2,363 shares; 2025Q4: 2,555 shares 2,555 $498K 0.11% +192 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: 11,843 shares; 2024Q4: 11,934 shares; 2025Q1: 11,934 shares; 2025Q2: 11,844 shares; 2025Q3: 12,137 shares; 2025Q4: 12,910 shares 12,910 $495K 0.11% +773 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: 9,350 shares; 2024Q4: 9,198 shares; 2025Q1: 9,168 shares; 2025Q2: 9,646 shares; 2025Q3: 8,060 shares; 2025Q4: 9,748 shares 9,748 $495K 0.11% +1,688 Timeline MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,711 shares; 2024Q4: 1,816 shares; 2025Q1: 1,989 shares; 2025Q2: 1,976 shares; 2025Q3: 1,976 shares; 2025Q4: 2,193 shares 2,193 $477K 0.1% +217 Timeline EVR EVERCORE INC More: the full row for EVERCORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,058 shares; 2024Q4: 1,105 shares; 2025Q1: 1,175 shares; 2025Q2: 1,232 shares; 2025Q3: 1,234 shares; 2025Q4: 1,395 shares 1,395 $475K 0.1% +161 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: 471 shares; 2024Q4: 471 shares; 2025Q1: 484 shares; 2025Q2: 480 shares; 2025Q3: 482 shares; 2025Q4: 518 shares 518 $469K 0.1% +36 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: 711 shares; 2024Q4: 711 shares; 2025Q1: 711 shares; 2025Q2: 688 shares; 2025Q3: 681 shares; 2025Q4: 681 shares 681 $466K 0.1% 0 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: 3,140 shares; 2024Q4: 3,377 shares; 2025Q1: 4,440 shares; 2025Q2: 4,240 shares; 2025Q3: 4,243 shares; 2025Q4: 4,643 shares 4,643 $464K 0.1% +400 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 697 shares; 2025Q2: 641 shares; 2025Q3: 731 shares; 2025Q4: 818 shares 818 $459K 0.1% +87 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: 392 shares; 2024Q4: 388 shares; 2025Q1: 399 shares; 2025Q2: 407 shares; 2025Q3: 407 shares; 2025Q4: 377 shares 377 $458K 0.1% -30 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,263 shares; 2024Q4: 1,524 shares; 2025Q1: 1,601 shares; 2025Q2: 1,527 shares; 2025Q3: 1,548 shares; 2025Q4: 1,534 shares 1,534 $454K 0.1% -14 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: 721 shares; 2024Q4: 720 shares; 2025Q1: 759 shares; 2025Q2: 753 shares; 2025Q3: 705 shares; 2025Q4: 924 shares 924 $447K 0.1% +219 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,050 shares; 2024Q4: 4,050 shares; 2025Q1: 4,131 shares; 2025Q2: 4,253 shares; 2025Q3: 4,434 shares; 2025Q4: 4,571 shares 4,571 $444K 0.09% +137 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,663 shares; 2025Q4: 1,535 shares 1,535 $438K 0.09% -128 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: 1,019 shares; 2024Q4: 1,017 shares; 2025Q1: 1,271 shares; 2025Q2: 1,264 shares; 2025Q3: 1,260 shares; 2025Q4: 1,123 shares 1,123 $437K 0.09% -137 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,159 shares; 2025Q4: 13,387 shares 13,387 $436K 0.09% +6,228 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,462 shares; 2024Q4: 1,314 shares; 2025Q1: 1,500 shares; 2025Q2: 1,298 shares; 2025Q3: 1,186 shares; 2025Q4: 1,216 shares 1,216 $426K 0.09% +30 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: 2,757 shares; 2024Q4: 2,740 shares; 2025Q1: 2,777 shares; 2025Q2: 2,813 shares; 2025Q3: 2,814 shares; 2025Q4: 2,077 shares 2,077 $426K 0.09% -737 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: 514 shares; 2024Q4: 524 shares; 2025Q1: 600 shares; 2025Q2: 608 shares; 2025Q3: 597 shares; 2025Q4: 514 shares 514 $422K 0.09% -83 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: 1,251 shares; 2024Q4: 1,289 shares; 2025Q1: 1,393 shares; 2025Q2: 1,267 shares; 2025Q3: 1,203 shares; 2025Q4: 1,591 shares 1,591 $421K 0.09% +388 Timeline EQAL 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: 8,489 shares; 2024Q4: 8,489 shares; 2025Q1: 8,489 shares; 2025Q2: 8,489 shares; 2025Q3: 7,906 shares; 2025Q4: 7,906 shares 7,906 $416K 0.09% 0 Timeline FCG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED 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: 19,819 shares; 2025Q2: 17,772 shares; 2025Q3: 21,896 shares; 2025Q4: 17,772 shares 17,772 $416K 0.09% -4,124 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,971 shares; 2025Q4: 2,905 shares 2,905 $410K 0.09% -66 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: 460 shares; 2024Q4: 455 shares; 2025Q1: 482 shares; 2025Q2: not reported; 2025Q3: 659 shares; 2025Q4: 703 shares 703 $407K 0.09% +44 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,753 shares; 2024Q4: 2,747 shares; 2025Q1: 2,808 shares; 2025Q2: 2,813 shares; 2025Q3: 2,760 shares; 2025Q4: 2,512 shares 2,512 $407K 0.09% -248 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: not reported; 2024Q4: not reported; 2025Q1: 5,801 shares; 2025Q2: 4,968 shares; 2025Q3: 5,131 shares; 2025Q4: 4,973 shares 4,973 $404K 0.09% -158 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,631 shares; 2024Q4: 1,621 shares; 2025Q1: 1,647 shares; 2025Q2: 1,641 shares; 2025Q3: 1,636 shares; 2025Q4: 1,426 shares 1,426 $398K 0.08% -210 Timeline ETHW BITWISE ETHEREUM ETF More: the full row for BITWISE ETHEREUM ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,636 shares; 2025Q3: 18,617 shares; 2025Q4: 18,617 shares 18,617 $396K 0.08% 0 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: 6,948 shares; 2024Q4: 6,931 shares; 2025Q1: 7,715 shares; 2025Q2: 7,249 shares; 2025Q3: 6,860 shares; 2025Q4: 7,196 shares 7,196 $396K 0.08% +336 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,531 shares 9,531 $392K 0.08% new 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: 4,877 shares; 2024Q4: 4,879 shares; 2025Q1: 4,872 shares; 2025Q2: 4,708 shares; 2025Q3: 4,762 shares; 2025Q4: 4,579 shares 4,579 $386K 0.08% -183 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: 1,554 shares; 2024Q4: 2,321 shares; 2025Q1: 2,386 shares; 2025Q2: 2,207 shares; 2025Q3: 2,218 shares; 2025Q4: 2,076 shares 2,076 $385K 0.08% -142 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,008 shares; 2025Q4: 1,324 shares 1,324 $382K 0.08% +316 Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,024 shares; 2025Q1: 1,040 shares; 2025Q2: 1,020 shares; 2025Q3: 1,020 shares; 2025Q4: 1,081 shares 1,081 $382K 0.08% +61 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: 2,866 shares; 2024Q4: 2,926 shares; 2025Q1: 2,846 shares; 2025Q2: 2,728 shares; 2025Q3: 2,840 shares; 2025Q4: 2,362 shares 2,362 $379K 0.08% -478 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,272 shares; 2025Q3: 2,353 shares; 2025Q4: 2,187 shares 2,187 $374K 0.08% -166 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: 941 shares; 2024Q4: 2,469 shares; 2025Q1: 1,348 shares; 2025Q2: 1,372 shares; 2025Q3: 1,348 shares; 2025Q4: 1,362 shares 1,362 $372K 0.08% +14 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 702 shares; 2025Q3: 906 shares; 2025Q4: 1,187 shares 1,187 $370K 0.08% +281 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: 4,888 shares; 2024Q4: 4,872 shares; 2025Q1: 4,872 shares; 2025Q2: 9,740 shares; 2025Q3: 9,726 shares; 2025Q4: 9,190 shares 9,190 $369K 0.08% -536 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 973 shares; 2024Q4: 1,058 shares; 2025Q1: 975 shares; 2025Q2: 963 shares; 2025Q3: 966 shares; 2025Q4: 937 shares 937 $359K 0.08% -29 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,301 shares; 2025Q2: 1,262 shares; 2025Q3: 1,340 shares; 2025Q4: 1,266 shares 1,266 $359K 0.08% -74 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: 2,085 shares; 2024Q4: 2,074 shares; 2025Q1: 2,145 shares; 2025Q2: 2,094 shares; 2025Q3: 2,061 shares; 2025Q4: 2,334 shares 2,334 $359K 0.08% +273 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 523 shares; 2025Q3: 529 shares; 2025Q4: 547 shares 547 $358K 0.08% +18 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,966 shares; 2024Q4: 4,966 shares; 2025Q1: 4,966 shares; 2025Q2: 3,365 shares; 2025Q3: 2,759 shares; 2025Q4: 2,759 shares 2,759 $355K 0.08% 0 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: 50 shares; 2024Q4: 49 shares; 2025Q1: 68 shares; 2025Q2: 68 shares; 2025Q3: 67 shares; 2025Q4: 66 shares 66 $354K 0.08% -1 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: 263 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 384 shares; 2025Q4: 451 shares 451 $348K 0.07% +67 Timeline SIL GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,130 shares; 2025Q4: 4,130 shares 4,130 $345K 0.07% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,091 shares 1,091 $343K 0.07% new Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,643 shares; 2024Q4: 2,643 shares; 2025Q1: 2,643 shares; 2025Q2: 2,643 shares; 2025Q3: 2,640 shares; 2025Q4: 2,640 shares 2,640 $343K 0.07% 0 Timeline WTW WILLIS TOWERS WATSON PLC LTD More: the full row for WILLIS TOWERS WATSON PLC LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,456 shares; 2024Q4: 1,408 shares; 2025Q1: 1,240 shares; 2025Q2: 1,101 shares; 2025Q3: 1,101 shares; 2025Q4: 1,032 shares 1,032 $339K 0.07% -69 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: 1,060 shares; 2024Q4: 1,060 shares; 2025Q1: 1,060 shares; 2025Q2: 852 shares; 2025Q3: 852 shares; 2025Q4: 852 shares 852 $338K 0.07% 0 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,299 shares; 2024Q4: 12,228 shares; 2025Q1: 12,843 shares; 2025Q2: 12,237 shares; 2025Q3: 12,211 shares; 2025Q4: 10,989 shares 10,989 $336K 0.07% -1,222 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,185 shares; 2025Q4: 1,217 shares 1,217 $335K 0.07% +32 Timeline BOXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,381 shares; 2025Q4: 2,905 shares 2,905 $334K 0.07% -476 Timeline KBA 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: not reported; 2025Q1: 10,775 shares; 2025Q2: 10,775 shares; 2025Q3: 10,775 shares; 2025Q4: 10,775 shares 10,775 $333K 0.07% 0 Timeline SOXX 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: 1,104 shares; 2024Q4: 1,104 shares; 2025Q1: 1,104 shares; 2025Q2: 1,104 shares; 2025Q3: 1,104 shares; 2025Q4: 1,104 shares 1,104 $333K 0.07% 0 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN 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: 1,753 shares; 2025Q3: not reported; 2025Q4: 2,474 shares 2,474 $328K 0.07% new 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: 1,580 shares; 2024Q4: 1,580 shares; 2025Q1: 1,580 shares; 2025Q2: 1,329 shares; 2025Q3: 1,329 shares; 2025Q4: 2,268 shares 2,268 $327K 0.07% +939 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 224 shares; 2024Q4: 218 shares; 2025Q1: 223 shares; 2025Q2: 215 shares; 2025Q3: 205 shares; 2025Q4: 241 shares 241 $320K 0.07% +36 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: 2,251 shares; 2024Q4: 3,168 shares; 2025Q1: 3,168 shares; 2025Q2: 3,168 shares; 2025Q3: 3,168 shares; 2025Q4: 3,168 shares 3,168 $320K 0.07% 0 Timeline GIL GILDAN ACTIVEWEAR INC More: the full row for GILDAN ACTIVEWEAR 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: 5,067 shares 5,067 $316K 0.07% +67 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: 1,006 shares; 2024Q4: 1,005 shares; 2025Q1: 1,075 shares; 2025Q2: 1,104 shares; 2025Q3: 1,123 shares; 2025Q4: 918 shares 918 $316K 0.07% -205 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,249 shares 5,249 $315K 0.07% new Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 974 shares; 2024Q4: 973 shares; 2025Q1: 979 shares; 2025Q2: 978 shares; 2025Q3: 978 shares; 2025Q4: 926 shares 926 $313K 0.07% -52 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,071 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,149 shares; 2025Q4: 1,196 shares 1,196 $312K 0.07% +47 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,769 shares 5,769 $311K 0.07% new 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: 4,605 shares; 2024Q4: 4,605 shares; 2025Q1: 4,605 shares; 2025Q2: 4,605 shares; 2025Q3: 4,605 shares; 2025Q4: 4,605 shares 4,605 $310K 0.07% 0 Timeline PEN PENUMBRA INC More: the full row for PENUMBRA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 781 shares; 2025Q2: 787 shares; 2025Q3: 802 shares; 2025Q4: 980 shares 980 $305K 0.06% +178 Timeline FXI 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: 7,918 shares; 2025Q2: 7,918 shares; 2025Q3: 7,918 shares; 2025Q4: 7,918 shares 7,918 $303K 0.06% 0 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: 9,310 shares; 2024Q4: 9,310 shares; 2025Q1: 9,310 shares; 2025Q2: 8,319 shares; 2025Q3: 7,652 shares; 2025Q4: 7,652 shares 7,652 $303K 0.06% 0 Timeline ESNT ESSENT GROUP LTD More: the full row for ESSENT GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,201 shares; 2024Q4: not reported; 2025Q1: 3,727 shares; 2025Q2: 3,860 shares; 2025Q3: 3,756 shares; 2025Q4: 4,655 shares 4,655 $303K 0.06% +899 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: 4,576 shares 4,576 $299K 0.06% new Timeline IUSV 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: 6,449 shares; 2024Q4: 3,949 shares; 2025Q1: 3,949 shares; 2025Q2: 3,896 shares; 2025Q3: 3,896 shares; 2025Q4: 2,915 shares 2,915 $299K 0.06% -981 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,739 shares; 2025Q4: 8,067 shares 8,067 $298K 0.06% +328 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,369 shares; 2025Q3: 2,427 shares; 2025Q4: 2,543 shares 2,543 $297K 0.06% +116 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: 1,116 shares; 2024Q4: 1,141 shares; 2025Q1: 1,124 shares; 2025Q2: 1,095 shares; 2025Q3: 1,095 shares; 2025Q4: 831 shares 831 $294K 0.06% -264 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: 867 shares; 2024Q4: not reported; 2025Q1: 984 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,268 shares 1,268 $290K 0.06% new 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: 5,032 shares; 2024Q4: 5,017 shares; 2025Q1: 5,121 shares; 2025Q2: 5,168 shares; 2025Q3: 5,378 shares; 2025Q4: 4,809 shares 4,809 $289K 0.06% -569 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,245 shares; 2025Q4: 3,161 shares 3,161 $289K 0.06% +916 Timeline RSPR INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,578 shares 8,578 $288K 0.06% new Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,065 shares; 2025Q1: 11,894 shares; 2025Q2: 11,024 shares; 2025Q3: 11,143 shares; 2025Q4: 9,998 shares 9,998 $288K 0.06% -1,145 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,880 shares; 2024Q4: 1,849 shares; 2025Q1: 2,070 shares; 2025Q2: 1,850 shares; 2025Q3: 1,850 shares; 2025Q4: 1,769 shares 1,769 $288K 0.06% -81 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,317 shares; 2024Q4: 2,351 shares; 2025Q1: 2,346 shares; 2025Q2: 2,184 shares; 2025Q3: 2,177 shares; 2025Q4: 2,082 shares 2,082 $287K 0.06% -95 Timeline GMED GLOBUS MED INC More: the full row for GLOBUS MED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,430 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,280 shares 3,280 $286K 0.06% 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: 656 shares; 2024Q4: 706 shares; 2025Q1: 714 shares; 2025Q2: not reported; 2025Q3: 943 shares; 2025Q4: 1,044 shares 1,044 $280K 0.06% +101 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,578 shares; 2025Q4: 5,525 shares 5,525 $279K 0.06% -53 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 512 shares; 2025Q3: 490 shares; 2025Q4: 595 shares 595 $279K 0.06% +105 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,727 shares; 2025Q1: 1,728 shares; 2025Q2: 1,586 shares; 2025Q3: 1,569 shares; 2025Q4: 1,350 shares 1,350 $278K 0.06% -219 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,181 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,346 shares; 2025Q4: 2,473 shares 2,473 $276K 0.06% +127 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 858 shares; 2025Q1: not reported; 2025Q2: 1,006 shares; 2025Q3: 1,001 shares; 2025Q4: 957 shares 957 $275K 0.06% -44 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: 3,779 shares; 2024Q4: 3,559 shares; 2025Q1: 3,429 shares; 2025Q2: 3,435 shares; 2025Q3: 3,454 shares; 2025Q4: 3,398 shares 3,398 $273K 0.06% -56 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: 7,878 shares; 2025Q4: 6,181 shares 6,181 $269K 0.06% -1,697 Timeline FR FIRST INDL RLTY TR INC More: the full row for FIRST INDL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,676 shares 4,676 $268K 0.06% new Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,401 shares; 2025Q3: 3,411 shares; 2025Q4: 3,196 shares 3,196 $267K 0.06% -215 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,821 shares 9,821 $266K 0.06% new Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,425 shares; 2024Q4: 2,424 shares; 2025Q1: 2,433 shares; 2025Q2: 2,432 shares; 2025Q3: 2,412 shares; 2025Q4: 2,367 shares 2,367 $265K 0.06% -45 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,698 shares; 2025Q4: 1,539 shares 1,539 $265K 0.06% -159 Timeline EPAM EPAM SYS INC More: the full row for EPAM SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,285 shares 1,285 $263K 0.06% new Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,493 shares; 2025Q4: 2,649 shares 2,649 $262K 0.06% +156 Timeline JAZZ JAZZ PHARMACEUTICALS PLC More: the full row for JAZZ PHARMACEUTICALS 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: 1,529 shares 1,529 $260K 0.06% new Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,352 shares; 2024Q4: 1,348 shares; 2025Q1: 1,619 shares; 2025Q2: 1,441 shares; 2025Q3: 1,530 shares; 2025Q4: 1,408 shares 1,408 $260K 0.06% -122 Timeline DOCS DOXIMITY INC More: the full row for DOXIMITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,253 shares; 2024Q4: 5,488 shares; 2025Q1: 5,806 shares; 2025Q2: 5,204 shares; 2025Q3: 5,216 shares; 2025Q4: 5,844 shares 5,844 $259K 0.06% +628 Timeline KNSL KINSALE CAP GROUP INC More: the full row for KINSALE CAP GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 564 shares; 2024Q4: 595 shares; 2025Q1: 595 shares; 2025Q2: 562 shares; 2025Q3: 562 shares; 2025Q4: 660 shares 660 $258K 0.05% +98 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 690 shares; 2024Q4: 690 shares; 2025Q1: 690 shares; 2025Q2: 690 shares; 2025Q3: 690 shares; 2025Q4: 690 shares 690 $258K 0.05% 0 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: 542 shares; 2024Q4: 542 shares; 2025Q1: not reported; 2025Q2: 543 shares; 2025Q3: 543 shares; 2025Q4: 543 shares 543 $257K 0.05% 0 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,833 shares; 2025Q3: 1,835 shares; 2025Q4: 1,601 shares 1,601 $255K 0.05% -234 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,017 shares; 2025Q3: 2,024 shares; 2025Q4: 2,126 shares 2,126 $255K 0.05% +102 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 922 shares 922 $254K 0.05% 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: 961 shares; 2024Q4: 970 shares; 2025Q1: 1,030 shares; 2025Q2: 994 shares; 2025Q3: 982 shares; 2025Q4: 1,109 shares 1,109 $253K 0.05% +127 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 504 shares; 2025Q4: 493 shares 493 $251K 0.05% -11 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,658 shares 4,658 $250K 0.05% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,106 shares 9,106 $250K 0.05% new Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,287 shares; 2024Q4: 4,258 shares; 2025Q1: 4,712 shares; 2025Q2: 4,502 shares; 2025Q3: not reported; 2025Q4: 6,765 shares 6,765 $250K 0.05% new Timeline STLN STARLING ONCOLOGY INC More: the full row for STARLING ONCOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,192 shares; 2024Q4: 70,192 shares; 2025Q1: 70,192 shares; 2025Q2: 70,192 shares; 2025Q3: 70,192 shares; 2025Q4: 70,192 shares 70,192 $250K 0.05% 0 Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,627 shares; 2024Q4: 60,993 shares; 2025Q1: 60,993 shares; 2025Q2: 60,993 shares; 2025Q3: 46,613 shares; 2025Q4: 46,743 shares 46,743 $248K 0.05% +130 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,999 shares; 2025Q3: 3,999 shares; 2025Q4: 4,008 shares 4,008 $247K 0.05% +9 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,577 shares; 2025Q4: 1,943 shares 1,943 $245K 0.05% +366 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,060 shares; 2025Q1: 1,149 shares; 2025Q2: 1,175 shares; 2025Q3: 1,179 shares; 2025Q4: 1,144 shares 1,144 $244K 0.05% -35 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,506 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,947 shares; 2025Q4: 2,528 shares 2,528 $243K 0.05% -419 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,154 shares; 2025Q3: 2,323 shares; 2025Q4: 2,990 shares 2,990 $242K 0.05% +667 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,260 shares; 2024Q4: not reported; 2025Q1: 5,608 shares; 2025Q2: 7,660 shares; 2025Q3: 7,787 shares; 2025Q4: 6,585 shares 6,585 $241K 0.05% -1,202 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,463 shares 3,463 $240K 0.05% new 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: not reported; 2024Q4: not reported; 2025Q1: 7,576 shares; 2025Q2: not reported; 2025Q3: 9,489 shares; 2025Q4: 9,059 shares 9,059 $238K 0.05% -430 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,070 shares; 2025Q4: 1,142 shares 1,142 $238K 0.05% +72 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,654 shares 1,654 $237K 0.05% new Timeline CG CARLYLE GROUP INC More: the full row for CARLYLE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,984 shares 3,984 $235K 0.05% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 635 shares; 2025Q4: 688 shares 688 $232K 0.05% +53 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: 21,388 shares; 2024Q4: 22,810 shares; 2025Q1: 22,810 shares; 2025Q2: 22,810 shares; 2025Q3: 22,810 shares; 2025Q4: 22,885 shares 22,885 $231K 0.05% +75 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,897 shares; 2025Q4: 2,002 shares 2,002 $231K 0.05% +105 Timeline NXT NEXTPOWER INC More: the full row for NEXTPOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,637 shares 2,637 $230K 0.05% new Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,502 shares; 2025Q4: 4,502 shares 4,502 $229K 0.05% 0 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71 shares; 2024Q4: 72 shares; 2025Q1: 72 shares; 2025Q2: 71 shares; 2025Q3: 73 shares; 2025Q4: 66 shares 66 $225K 0.05% -7 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 497 shares; 2025Q4: 480 shares 480 $224K 0.05% -17 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: not reported; 2024Q4: not reported; 2025Q1: 7,356 shares; 2025Q2: 8,128 shares; 2025Q3: 8,108 shares; 2025Q4: 8,978 shares 8,978 $223K 0.05% +870 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: 656 shares; 2024Q4: 652 shares; 2025Q1: not reported; 2025Q2: 721 shares; 2025Q3: 721 shares; 2025Q4: 699 shares 699 $223K 0.05% -22 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: 2,793 shares; 2024Q4: 2,786 shares; 2025Q1: 3,860 shares; 2025Q2: 3,840 shares; 2025Q3: 3,242 shares; 2025Q4: 2,585 shares 2,585 $221K 0.05% -657 Timeline ABEV AMBEV SA More: the full row for AMBEV SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,850 shares; 2024Q4: 88,689 shares; 2025Q1: 88,689 shares; 2025Q2: 88,689 shares; 2025Q3: 88,689 shares; 2025Q4: 88,689 shares 88,689 $219K 0.05% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,752 shares; 2025Q4: 2,739 shares 2,739 $217K 0.05% -13 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 170 shares; 2025Q1: 181 shares; 2025Q2: 2,625 shares; 2025Q3: 2,630 shares; 2025Q4: 2,358 shares 2,358 $215K 0.05% -272 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,400 shares 1,400 $215K 0.05% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,301 shares 2,301 $214K 0.05% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 402 shares; 2025Q3: not reported; 2025Q4: 409 shares 409 $214K 0.05% new Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,452 shares 2,452 $212K 0.05% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 679 shares 679 $211K 0.04% new 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: 12,953 shares 12,953 $208K 0.04% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,694 shares 2,694 $208K 0.04% new Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 533 shares; 2025Q2: 553 shares; 2025Q3: not reported; 2025Q4: 452 shares 452 $205K 0.04% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 702 shares 702 $204K 0.04% new Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,140 shares; 2025Q4: 1,168 shares 1,168 $203K 0.04% +28 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,417 shares 2,417 $202K 0.04% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 700 shares; 2025Q3: 707 shares; 2025Q4: 646 shares 646 $202K 0.04% -61 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,914 shares 1,914 $201K 0.04% new Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,472 shares 1,472 $200K 0.04% new Timeline FSOL FIDELITY SOLANA FD More: the full row for FIDELITY SOLANA FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,473 shares 12,473 $182K 0.04% new Timeline GTM ZOOMINFO TECHNOLOGIES INC More: the full row for ZOOMINFO 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: 12,447 shares; 2025Q2: 13,406 shares; 2025Q3: 11,264 shares; 2025Q4: 15,395 shares 15,395 $157K 0.03% +4,131 Timeline CCU COMPANIA CERVECERIAS UNIDAS More: the full row for COMPANIA CERVECERIAS UNIDAS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,169 shares; 2025Q1: 12,636 shares; 2025Q2: 12,636 shares; 2025Q3: 12,636 shares; 2025Q4: 11,819 shares 11,819 $151K 0.03% -817 Timeline ITUB ITAU UNIBANCO HLDG S A More: the full row for ITAU UNIBANCO HLDG S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,105 shares; 2024Q4: 17,106 shares; 2025Q1: 18,816 shares; 2025Q2: 18,816 shares; 2025Q3: 18,816 shares; 2025Q4: 19,380 shares 19,380 $139K 0.03% +564 Timeline UA UNDER ARMOUR INC More: the full row for UNDER ARMOUR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,591 shares; 2024Q4: 12,489 shares; 2025Q1: 12,524 shares; 2025Q2: 12,859 shares; 2025Q3: 12,298 shares; 2025Q4: 22,320 shares 22,320 $107K 0.02% +10,022 Timeline ASPI ASP ISOTOPES INC More: the full row for ASP ISOTOPES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,055 shares; 2024Q4: 18,055 shares; 2025Q1: 18,060 shares; 2025Q2: 18,070 shares; 2025Q3: 18,070 shares; 2025Q4: 18,066 shares 18,066 $96.7K 0.02% -4 Timeline TKNO ALPHA TEKNOVA INC More: the full row for ALPHA TEKNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,849 shares; 2024Q4: 41,849 shares; 2025Q1: 41,849 shares; 2025Q2: 41,849 shares; 2025Q3: 25,150 shares; 2025Q4: 25,153 shares 25,153 $95.6K 0.02% +3 Timeline STIM NEURONETICS INC More: the full row for NEURONETICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,797 shares; 2024Q4: 22,797 shares; 2025Q1: 22,797 shares; 2025Q2: 22,797 shares; 2025Q3: 22,797 shares; 2025Q4: 22,797 shares 22,797 $31.5K 0.01% 0 Timeline