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: 496,030 shares; 2024Q4: 492,414 shares; 2025Q1: 466,507 shares; 2025Q2: 539,940 shares; 2025Q3: 548,844 shares; 2025Q4: 559,884 shares 559,884 $104M 6.62% +11,040 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 155,849 shares; 2024Q4: 154,688 shares; 2025Q1: 154,218 shares; 2025Q2: 152,346 shares; 2025Q3: 152,577 shares; 2025Q4: 148,015 shares 148,015 $90.9M 5.76% -4,562 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: 246,916 shares; 2024Q4: 228,816 shares; 2025Q1: 206,492 shares; 2025Q2: 233,997 shares; 2025Q3: 240,671 shares; 2025Q4: 252,137 shares 252,137 $78.9M 5% +11,466 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: 325,533 shares; 2024Q4: 296,371 shares; 2025Q1: 291,940 shares; 2025Q2: 275,849 shares; 2025Q3: 275,067 shares; 2025Q4: 282,326 shares 282,326 $76.8M 4.86% +7,259 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: 133,710 shares; 2024Q4: 120,380 shares; 2025Q1: 126,907 shares; 2025Q2: 120,223 shares; 2025Q3: 121,033 shares; 2025Q4: 122,864 shares 122,864 $59.4M 3.77% +1,831 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: 58,233 shares; 2024Q4: 58,374 shares; 2025Q1: 58,596 shares; 2025Q2: 59,081 shares; 2025Q3: 59,070 shares; 2025Q4: 588,508 shares 588,508 $55.2M 3.5% +529,438 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: 78,375 shares; 2024Q4: 78,826 shares; 2025Q1: 75,094 shares; 2025Q2: 74,178 shares; 2025Q3: 74,513 shares; 2025Q4: 74,932 shares 74,932 $51.1M 3.24% +419 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: 150,811 shares; 2024Q4: 156,198 shares; 2025Q1: 143,156 shares; 2025Q2: 141,384 shares; 2025Q3: 143,128 shares; 2025Q4: 139,720 shares 139,720 $43.8M 2.78% -3,408 Timeline QQQM 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: 442,632 shares; 2024Q4: 443,082 shares; 2025Q1: 422,451 shares; 2025Q2: 434,028 shares; 2025Q3: 258,415 shares; 2025Q4: 139,314 shares 139,314 $35.2M 2.23% -119,101 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: 102,527 shares; 2024Q4: 104,327 shares; 2025Q1: 102,057 shares; 2025Q2: 101,631 shares; 2025Q3: 98,021 shares; 2025Q4: 97,509 shares 97,509 $32.7M 2.07% -512 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: 155,213 shares; 2024Q4: 148,079 shares; 2025Q1: 145,304 shares; 2025Q2: 126,231 shares; 2025Q3: 128,917 shares; 2025Q4: 138,533 shares 138,533 $32M 2.03% +9,616 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: 80,501 shares; 2024Q4: 72,543 shares; 2025Q1: 73,218 shares; 2025Q2: 67,114 shares; 2025Q3: 74,054 shares; 2025Q4: 80,873 shares 80,873 $28M 1.77% +6,819 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: 46,249 shares; 2024Q4: 37,237 shares; 2025Q1: 38,869 shares; 2025Q2: 39,580 shares; 2025Q3: 40,526 shares; 2025Q4: 39,439 shares 39,439 $26M 1.65% -1,087 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: 55,707 shares; 2024Q4: 56,343 shares; 2025Q1: 55,859 shares; 2025Q2: 58,066 shares; 2025Q3: 58,168 shares; 2025Q4: 58,361 shares 58,361 $18.8M 1.19% +193 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: 34,129 shares; 2024Q4: 34,070 shares; 2025Q1: 33,306 shares; 2025Q2: 38,997 shares; 2025Q3: 40,421 shares; 2025Q4: 41,708 shares 41,708 $18.8M 1.19% +1,287 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: 84,249 shares; 2024Q4: 53,138 shares; 2025Q1: 53,174 shares; 2025Q2: 54,300 shares; 2025Q3: 54,271 shares; 2025Q4: 54,976 shares 54,976 $16.7M 1.06% +705 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: 14,449 shares; 2024Q4: 8,705 shares; 2025Q1: 8,907 shares; 2025Q2: 8,107 shares; 2025Q3: 8,497 shares; 2025Q4: 10,792 shares 10,792 $11.6M 0.74% +2,295 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,236 shares; 2024Q4: 62,881 shares; 2025Q1: 58,126 shares; 2025Q2: 56,907 shares; 2025Q3: 56,810 shares; 2025Q4: 59,293 shares 59,293 $11.4M 0.72% +2,483 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: 170,148 shares; 2024Q4: 168,831 shares; 2025Q1: 164,978 shares; 2025Q2: 166,271 shares; 2025Q3: 175,946 shares; 2025Q4: 179,379 shares 179,379 $11.2M 0.71% +3,433 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,514 shares; 2024Q4: 29,816 shares; 2025Q1: 28,831 shares; 2025Q2: 29,619 shares; 2025Q3: 29,613 shares; 2025Q4: 29,175 shares 29,175 $10.2M 0.65% -438 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: 35,842 shares; 2024Q4: 35,942 shares; 2025Q1: 39,832 shares; 2025Q2: 46,409 shares; 2025Q3: 47,938 shares; 2025Q4: 47,999 shares 47,999 $9.93M 0.63% +61 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: 56,755 shares; 2024Q4: 56,956 shares; 2025Q1: 60,077 shares; 2025Q2: 77,376 shares; 2025Q3: 79,962 shares; 2025Q4: 85,415 shares 85,415 $9.52M 0.6% +5,453 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: 72,778 shares; 2024Q4: 77,462 shares; 2025Q1: 75,700 shares; 2025Q2: 95,773 shares; 2025Q3: 98,031 shares; 2025Q4: 103,760 shares 103,760 $7.99M 0.51% +5,729 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: 13,034 shares; 2024Q4: 13,184 shares; 2025Q1: 13,408 shares; 2025Q2: 13,584 shares; 2025Q3: 13,520 shares; 2025Q4: 13,532 shares 13,532 $7.73M 0.49% +12 Timeline IWC 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: 55,064 shares; 2024Q4: 56,716 shares; 2025Q1: 55,529 shares; 2025Q2: 47,340 shares; 2025Q3: 47,097 shares; 2025Q4: 48,761 shares 48,761 $7.69M 0.49% +1,664 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: 15,985 shares; 2024Q4: 14,729 shares; 2025Q1: 15,644 shares; 2025Q2: 17,304 shares; 2025Q3: 18,164 shares; 2025Q4: 15,279 shares 15,279 $7.68M 0.49% -2,885 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: 26,737 shares; 2024Q4: 27,141 shares; 2025Q1: 27,616 shares; 2025Q2: 31,907 shares; 2025Q3: 33,022 shares; 2025Q4: 33,170 shares 33,170 $7.58M 0.48% +148 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: 15,027 shares; 2024Q4: 15,502 shares; 2025Q1: 20,595 shares; 2025Q2: 15,775 shares; 2025Q3: 17,732 shares; 2025Q4: 26,489 shares 26,489 $7.56M 0.48% +8,757 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: 10,396 shares; 2024Q4: 7,690 shares; 2025Q1: 7,752 shares; 2025Q2: 7,859 shares; 2025Q3: 7,772 shares; 2025Q4: 8,361 shares 8,361 $7.21M 0.46% +589 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: 132,156 shares; 2024Q4: 132,156 shares; 2025Q1: 132,156 shares; 2025Q2: 132,156 shares; 2025Q3: 132,156 shares; 2025Q4: 132,156 shares 132,156 $7.1M 0.45% 0 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: 18,526 shares; 2024Q4: 18,536 shares; 2025Q1: 18,713 shares; 2025Q2: 22,385 shares; 2025Q3: 22,338 shares; 2025Q4: 23,969 shares 23,969 $7.1M 0.45% +1,631 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: 29,598 shares; 2024Q4: 28,261 shares; 2025Q1: 29,943 shares; 2025Q2: 39,256 shares; 2025Q3: 38,828 shares; 2025Q4: 38,916 shares 38,916 $6.92M 0.44% +88 Timeline AU ANGLOGOLD ASHANTI PLC More: the full row for ANGLOGOLD ASHANTI PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,659 shares; 2024Q4: 79,659 shares; 2025Q1: 79,659 shares; 2025Q2: 79,659 shares; 2025Q3: 79,659 shares; 2025Q4: 79,659 shares 79,659 $6.79M 0.43% 0 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: 37,785 shares; 2024Q4: 38,031 shares; 2025Q1: 37,986 shares; 2025Q2: 37,786 shares; 2025Q3: 37,974 shares; 2025Q4: 38,003 shares 38,003 $6.75M 0.43% +29 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: 33,476 shares; 2024Q4: 21,678 shares; 2025Q1: 31,381 shares; 2025Q2: 24,693 shares; 2025Q3: 24,501 shares; 2025Q4: 30,887 shares 30,887 $6.61M 0.42% +6,386 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,400 shares; 2024Q4: 40,442 shares; 2025Q1: 45,567 shares; 2025Q2: 47,074 shares; 2025Q3: 47,294 shares; 2025Q4: 49,176 shares 49,176 $6.56M 0.42% +1,882 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: 3,284 shares; 2024Q4: 3,298 shares; 2025Q1: 4,354 shares; 2025Q2: 4,533 shares; 2025Q3: 4,516 shares; 2025Q4: 4,936 shares 4,936 $6.56M 0.42% +420 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,455 shares; 2024Q4: 14,604 shares; 2025Q1: 14,437 shares; 2025Q2: 14,313 shares; 2025Q3: 14,313 shares; 2025Q4: 13,586 shares 13,586 $6.53M 0.41% -727 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: 56,877 shares; 2024Q4: 43,813 shares; 2025Q1: 45,396 shares; 2025Q2: 43,757 shares; 2025Q3: 47,710 shares; 2025Q4: 52,598 shares 52,598 $6.33M 0.4% +4,888 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,210 shares; 2024Q4: 44,053 shares; 2025Q1: 44,053 shares; 2025Q2: 44,053 shares; 2025Q3: 44,053 shares; 2025Q4: 44,053 shares 44,053 $6.23M 0.4% 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: 38,825 shares; 2024Q4: 38,825 shares; 2025Q1: 39,145 shares; 2025Q2: 38,459 shares; 2025Q3: 38,475 shares; 2025Q4: 38,478 shares 38,478 $6.13M 0.39% +3 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: 9,183 shares; 2024Q4: 10,972 shares; 2025Q1: 11,046 shares; 2025Q2: 11,932 shares; 2025Q3: 11,940 shares; 2025Q4: 12,576 shares 12,576 $5.9M 0.37% +636 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: 19,153 shares; 2024Q4: 17,558 shares; 2025Q1: 10,690 shares; 2025Q2: 22,443 shares; 2025Q3: 22,387 shares; 2025Q4: 22,722 shares 22,722 $5.84M 0.37% +335 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,326 shares; 2024Q4: 15,210 shares; 2025Q1: 15,198 shares; 2025Q2: 15,199 shares; 2025Q3: 15,229 shares; 2025Q4: 15,239 shares 15,239 $5.63M 0.36% +10 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: 12,081 shares; 2024Q4: 12,174 shares; 2025Q1: 12,346 shares; 2025Q2: 14,719 shares; 2025Q3: 14,708 shares; 2025Q4: 14,762 shares 14,762 $5.46M 0.35% +54 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: 14,897 shares; 2024Q4: 16,640 shares; 2025Q1: 15,159 shares; 2025Q2: 16,953 shares; 2025Q3: 18,335 shares; 2025Q4: 19,909 shares 19,909 $5.44M 0.34% +1,574 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: 13,694 shares; 2024Q4: 14,206 shares; 2025Q1: 10,485 shares; 2025Q2: 15,255 shares; 2025Q3: 16,042 shares; 2025Q4: 15,144 shares 15,144 $5.21M 0.33% -898 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: 12,032 shares; 2024Q4: 22,755 shares; 2025Q1: 21,469 shares; 2025Q2: 26,509 shares; 2025Q3: 31,731 shares; 2025Q4: 33,774 shares 33,774 $5.15M 0.33% +2,043 Timeline TECK TECK RESOURCES LTD More: the full row for TECK RESOURCES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105,040 shares; 2024Q4: 105,040 shares; 2025Q1: 104,149 shares; 2025Q2: 104,737 shares; 2025Q3: 104,729 shares; 2025Q4: 104,726 shares 104,726 $5.02M 0.32% -3 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: 30,656 shares; 2024Q4: 30,741 shares; 2025Q1: 31,008 shares; 2025Q2: 38,116 shares; 2025Q3: 38,041 shares; 2025Q4: 30,555 shares 30,555 $4.9M 0.31% -7,486 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,477 shares; 2024Q4: 15,567 shares; 2025Q1: 14,437 shares; 2025Q2: 16,134 shares; 2025Q3: 16,132 shares; 2025Q4: 18,970 shares 18,970 $4.89M 0.31% +2,838 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: 10,830 shares; 2024Q4: 10,890 shares; 2025Q1: 10,912 shares; 2025Q2: 10,928 shares; 2025Q3: 9,257 shares; 2025Q4: 8,578 shares 8,578 $4.86M 0.31% -679 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: 19,556 shares; 2024Q4: 15,494 shares; 2025Q1: 18,090 shares; 2025Q2: 15,424 shares; 2025Q3: 15,411 shares; 2025Q4: 15,511 shares 15,511 $4.78M 0.3% +100 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: 16,104 shares; 2024Q4: 16,863 shares; 2025Q1: 15,177 shares; 2025Q2: 8,979 shares; 2025Q3: 13,250 shares; 2025Q4: 14,085 shares 14,085 $4.65M 0.29% +835 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,557 shares; 2024Q4: 3,589 shares; 2025Q1: 3,568 shares; 2025Q2: 3,745 shares; 2025Q3: 4,026 shares; 2025Q4: 4,066 shares 4,066 $4.35M 0.28% +40 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,086 shares; 2024Q4: 32,318 shares; 2025Q1: 32,764 shares; 2025Q2: 32,079 shares; 2025Q3: 35,021 shares; 2025Q4: 35,105 shares 35,105 $4.31M 0.27% +84 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: 36,246 shares; 2024Q4: 25,232 shares; 2025Q1: 27,767 shares; 2025Q2: 45,790 shares; 2025Q3: 30,109 shares; 2025Q4: 61,403 shares 61,403 $4.29M 0.27% +31,294 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97,874 shares; 2024Q4: 22,122 shares; 2025Q1: 140,593 shares; 2025Q2: 154,336 shares; 2025Q3: 196,970 shares; 2025Q4: 164,012 shares 164,012 $4.08M 0.26% -32,958 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: 62,678 shares; 2024Q4: 65,143 shares; 2025Q1: 70,730 shares; 2025Q2: 71,107 shares; 2025Q3: 71,443 shares; 2025Q4: 71,627 shares 71,627 $3.94M 0.25% +184 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,034 shares; 2024Q4: 9,303 shares; 2025Q1: 9,356 shares; 2025Q2: 19,536 shares; 2025Q3: 20,915 shares; 2025Q4: 23,008 shares 23,008 $3.94M 0.25% +2,093 Timeline PRCT PROCEPT BIOROBOTICS CORP More: the full row for PROCEPT BIOROBOTICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 122,104 shares; 2024Q4: 122,104 shares; 2025Q1: 122,082 shares; 2025Q2: 122,082 shares; 2025Q3: 122,389 shares; 2025Q4: 122,482 shares 122,482 $3.85M 0.24% +93 Timeline AER AERCAP HOLDINGS NV More: the full row for AERCAP HOLDINGS NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,596 shares; 2024Q4: 26,596 shares; 2025Q1: 26,596 shares; 2025Q2: 26,702 shares; 2025Q3: 26,702 shares; 2025Q4: 26,714 shares 26,714 $3.84M 0.24% +12 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,202 shares; 2024Q4: 16,051 shares; 2025Q1: 26,229 shares; 2025Q2: 25,351 shares; 2025Q3: 25,472 shares; 2025Q4: 28,412 shares 28,412 $3.84M 0.24% +2,940 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: 8,111 shares; 2024Q4: 8,111 shares; 2025Q1: 8,111 shares; 2025Q2: 8,111 shares; 2025Q3: 8,111 shares; 2025Q4: 8,111 shares 8,111 $3.84M 0.24% 0 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: 5,609 shares; 2024Q4: 5,609 shares; 2025Q1: 5,593 shares; 2025Q2: 5,593 shares; 2025Q3: 5,595 shares; 2025Q4: 5,595 shares 5,595 $3.83M 0.24% 0 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: 152,101 shares; 2024Q4: 154,553 shares; 2025Q1: 154,443 shares; 2025Q2: 152,992 shares; 2025Q3: 152,775 shares; 2025Q4: 153,071 shares 153,071 $3.8M 0.24% +296 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,483 shares; 2024Q4: 101,162 shares; 2025Q1: 93,746 shares; 2025Q2: 111,874 shares; 2025Q3: 114,858 shares; 2025Q4: 92,226 shares 92,226 $3.76M 0.24% -22,632 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: 13,660 shares; 2024Q4: 22,975 shares; 2025Q1: 17,882 shares; 2025Q2: 28,936 shares; 2025Q3: 34,493 shares; 2025Q4: 35,160 shares 35,160 $3.7M 0.23% +667 Timeline ANGL VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 136,249 shares; 2024Q4: 137,553 shares; 2025Q1: 126,485 shares; 2025Q2: 125,518 shares; 2025Q3: 125,518 shares; 2025Q4: 125,518 shares 125,518 $3.69M 0.23% 0 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: 25,168 shares; 2024Q4: 23,019 shares; 2025Q1: 23,032 shares; 2025Q2: 18,724 shares; 2025Q3: 23,349 shares; 2025Q4: 18,875 shares 18,875 $3.68M 0.23% -4,474 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,314 shares; 2024Q4: 29,412 shares; 2025Q1: 21,026 shares; 2025Q2: 25,933 shares; 2025Q3: not reported; 2025Q4: 36,734 shares 36,734 $3.64M 0.23% new Timeline IYJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,468 shares; 2024Q4: 24,468 shares; 2025Q1: 24,468 shares; 2025Q2: 24,468 shares; 2025Q3: 24,468 shares; 2025Q4: 24,468 shares 24,468 $3.63M 0.23% 0 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,297 shares; 2024Q4: 3,575 shares; 2025Q1: 3,996 shares; 2025Q2: 4,897 shares; 2025Q3: 4,880 shares; 2025Q4: 5,425 shares 5,425 $3.59M 0.23% +545 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,127 shares; 2024Q4: 11,824 shares; 2025Q1: 11,642 shares; 2025Q2: 12,508 shares; 2025Q3: 13,752 shares; 2025Q4: 11,655 shares 11,655 $3.56M 0.23% -2,097 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: 16,803 shares; 2024Q4: 18,077 shares; 2025Q1: 17,440 shares; 2025Q2: 16,554 shares; 2025Q3: 11,997 shares; 2025Q4: 13,248 shares 13,248 $3.51M 0.22% +1,251 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,847 shares; 2024Q4: 67,331 shares; 2025Q1: 58,500 shares; 2025Q2: 67,468 shares; 2025Q3: 68,997 shares; 2025Q4: 60,847 shares 60,847 $3.51M 0.22% -8,150 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: 17,048 shares; 2024Q4: 16,907 shares; 2025Q1: 16,616 shares; 2025Q2: 15,910 shares; 2025Q3: 14,685 shares; 2025Q4: 15,115 shares 15,115 $3.46M 0.22% +430 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: 20,083 shares; 2024Q4: 20,532 shares; 2025Q1: 23,380 shares; 2025Q2: 30,238 shares; 2025Q3: 33,324 shares; 2025Q4: 37,098 shares 37,098 $3.46M 0.22% +3,774 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: 4,062 shares; 2024Q4: 4,533 shares; 2025Q1: 6,426 shares; 2025Q2: 5,118 shares; 2025Q3: 5,121 shares; 2025Q4: 5,146 shares 5,146 $3.36M 0.21% +25 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,816 shares; 2024Q4: 3,850 shares; 2025Q1: 3,880 shares; 2025Q2: 3,769 shares; 2025Q3: 3,771 shares; 2025Q4: 3,818 shares 3,818 $3.36M 0.21% +47 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,714 shares; 2024Q4: 29,323 shares; 2025Q1: 27,828 shares; 2025Q2: 26,684 shares; 2025Q3: 33,995 shares; 2025Q4: 37,628 shares 37,628 $3.33M 0.21% +3,633 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: 6,916 shares; 2024Q4: 5,644 shares; 2025Q1: 5,544 shares; 2025Q2: 6,345 shares; 2025Q3: 6,263 shares; 2025Q4: 6,327 shares 6,327 $3.31M 0.21% +64 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,263 shares; 2024Q4: 35,904 shares; 2025Q1: 37,158 shares; 2025Q2: 37,159 shares; 2025Q3: 37,495 shares; 2025Q4: 44,415 shares 44,415 $3.29M 0.21% +6,920 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,178 shares; 2024Q4: 15,344 shares; 2025Q1: 14,341 shares; 2025Q2: 20,709 shares; 2025Q3: 22,420 shares; 2025Q4: 20,773 shares 20,773 $3.2M 0.2% -1,647 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,196 shares; 2024Q4: 29,313 shares; 2025Q1: 29,313 shares; 2025Q2: 29,075 shares; 2025Q3: 28,986 shares; 2025Q4: 28,986 shares 28,986 $3.19M 0.2% 0 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: 6,765 shares; 2024Q4: 6,632 shares; 2025Q1: 6,899 shares; 2025Q2: 6,706 shares; 2025Q3: 6,762 shares; 2025Q4: 6,801 shares 6,801 $3.18M 0.2% +39 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: 11,483 shares; 2024Q4: 5,190 shares; 2025Q1: 5,329 shares; 2025Q2: 4,265 shares; 2025Q3: 4,730 shares; 2025Q4: 5,391 shares 5,391 $3.09M 0.2% +661 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: 14,935 shares; 2024Q4: 15,035 shares; 2025Q1: 15,252 shares; 2025Q2: 14,722 shares; 2025Q3: 14,699 shares; 2025Q4: 14,740 shares 14,740 $3.02M 0.19% +41 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: 11,396 shares; 2024Q4: 9,895 shares; 2025Q1: 9,909 shares; 2025Q2: 13,464 shares; 2025Q3: 17,841 shares; 2025Q4: 20,772 shares 20,772 $2.98M 0.19% +2,931 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,529 shares; 2024Q4: 37,040 shares; 2025Q1: 37,717 shares; 2025Q2: 24,332 shares; 2025Q3: 25,543 shares; 2025Q4: 27,099 shares 27,099 $2.97M 0.19% +1,556 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,533 shares; 2024Q4: 38,533 shares; 2025Q1: 38,533 shares; 2025Q2: 38,533 shares; 2025Q3: 38,234 shares; 2025Q4: 38,234 shares 38,234 $2.88M 0.18% 0 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: 15,059 shares; 2025Q1: 33,740 shares; 2025Q2: 15,559 shares; 2025Q3: 16,703 shares; 2025Q4: 16,789 shares 16,789 $2.87M 0.18% +86 Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,443 shares; 2024Q4: 11,270 shares; 2025Q1: 11,270 shares; 2025Q2: 11,270 shares; 2025Q3: 11,554 shares; 2025Q4: 12,308 shares 12,308 $2.83M 0.18% +754 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,113 shares; 2024Q4: 2,157 shares; 2025Q1: 2,252 shares; 2025Q2: 2,450 shares; 2025Q3: 2,738 shares; 2025Q4: 3,199 shares 3,199 $2.81M 0.18% +461 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: 13,073 shares; 2024Q4: 13,824 shares; 2025Q1: 13,325 shares; 2025Q2: 12,147 shares; 2025Q3: 12,292 shares; 2025Q4: 12,090 shares 12,090 $2.8M 0.18% -202 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: 4,681 shares; 2024Q4: 4,821 shares; 2025Q1: 4,925 shares; 2025Q2: 4,656 shares; 2025Q3: 4,744 shares; 2025Q4: 4,797 shares 4,797 $2.78M 0.18% +53 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,351 shares; 2024Q4: 3,381 shares; 2025Q1: 3,341 shares; 2025Q2: 3,525 shares; 2025Q3: 3,500 shares; 2025Q4: 17,939 shares 17,939 $2.75M 0.17% +14,439 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: 9,014 shares; 2024Q4: 9,405 shares; 2025Q1: 8,959 shares; 2025Q2: 8,959 shares; 2025Q3: 9,095 shares; 2025Q4: 9,300 shares 9,300 $2.7M 0.17% +205 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,711 shares; 2024Q4: 41,378 shares; 2025Q1: 41,863 shares; 2025Q2: 45,082 shares; 2025Q3: 43,479 shares; 2025Q4: 49,493 shares 49,493 $2.67M 0.17% +6,014 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,849 shares; 2024Q4: 28,707 shares; 2025Q1: 27,959 shares; 2025Q2: 27,992 shares; 2025Q3: 28,028 shares; 2025Q4: 27,665 shares 27,665 $2.66M 0.17% -363 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: 265 shares; 2024Q4: 437 shares; 2025Q1: 297 shares; 2025Q2: 485 shares; 2025Q3: 480 shares; 2025Q4: 489 shares 489 $2.62M 0.17% +9 Timeline IBN ICICI BK LTD More: the full row for ICICI BK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,915 shares; 2024Q4: 86,915 shares; 2025Q1: 86,915 shares; 2025Q2: 86,915 shares; 2025Q3: 86,915 shares; 2025Q4: 86,915 shares 86,915 $2.59M 0.16% 0 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,526 shares; 2024Q4: 18,584 shares; 2025Q1: 17,012 shares; 2025Q2: 19,557 shares; 2025Q3: 19,410 shares; 2025Q4: 22,392 shares 22,392 $2.55M 0.16% +2,982 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,077 shares; 2024Q4: 18,081 shares; 2025Q1: 18,385 shares; 2025Q2: 20,037 shares; 2025Q3: 20,747 shares; 2025Q4: 29,168 shares 29,168 $2.54M 0.16% +8,421 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: 14,069 shares; 2024Q4: 14,062 shares; 2025Q1: 16,534 shares; 2025Q2: 19,898 shares; 2025Q3: 20,815 shares; 2025Q4: 24,890 shares 24,890 $2.49M 0.16% +4,075 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,099 shares; 2024Q4: 4,282 shares; 2025Q1: 4,282 shares; 2025Q2: 7,506 shares; 2025Q3: 4,392 shares; 2025Q4: 10,213 shares 10,213 $2.48M 0.16% +5,821 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,023 shares; 2024Q4: 42,362 shares; 2025Q1: 36,274 shares; 2025Q2: 42,906 shares; 2025Q3: 46,783 shares; 2025Q4: 42,572 shares 42,572 $2.4M 0.15% -4,211 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: 9,634 shares; 2024Q4: 6,415 shares; 2025Q1: 2,749 shares; 2025Q2: 7,512 shares; 2025Q3: 7,495 shares; 2025Q4: 7,490 shares 7,490 $2.39M 0.15% -5 Timeline INFY INFOSYS LTD More: the full row for INFOSYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 84,677 shares; 2025Q3: 81,690 shares; 2025Q4: 133,624 shares 133,624 $2.38M 0.15% +51,934 Timeline S SENTINELONE INC More: the full row for SENTINELONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 262,968 shares; 2024Q4: 248,708 shares; 2025Q1: 360,106 shares; 2025Q2: 416,768 shares; 2025Q3: 197,123 shares; 2025Q4: 158,656 shares 158,656 $2.38M 0.15% -38,467 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: 13,492 shares; 2024Q4: 13,575 shares; 2025Q1: 10,459 shares; 2025Q2: 7,582 shares; 2025Q3: 8,137 shares; 2025Q4: 8,795 shares 8,795 $2.36M 0.15% +658 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,645 shares; 2024Q4: 4,614 shares; 2025Q1: 8,270 shares; 2025Q2: 5,984 shares; 2025Q3: 5,792 shares; 2025Q4: 7,203 shares 7,203 $2.36M 0.15% +1,411 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: 4,026 shares; 2024Q4: 4,189 shares; 2025Q1: 4,223 shares; 2025Q2: 4,936 shares; 2025Q3: 5,811 shares; 2025Q4: 7,514 shares 7,514 $2.35M 0.15% +1,703 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,756 shares; 2024Q4: 12,748 shares; 2025Q1: 9,854 shares; 2025Q2: 20,680 shares; 2025Q3: 24,570 shares; 2025Q4: 25,168 shares 25,168 $2.31M 0.15% +598 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,042 shares; 2024Q4: 11,234 shares; 2025Q1: 16,539 shares; 2025Q2: 12,971 shares; 2025Q3: 14,272 shares; 2025Q4: 13,068 shares 13,068 $2.27M 0.14% -1,204 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,293 shares; 2025Q1: 1,626 shares; 2025Q2: 2,078 shares; 2025Q3: 2,257 shares; 2025Q4: 3,333 shares 3,333 $2.25M 0.14% +1,076 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,420 shares; 2024Q4: 32,614 shares; 2025Q1: 29,836 shares; 2025Q2: 36,846 shares; 2025Q3: 36,880 shares; 2025Q4: 37,148 shares 37,148 $2.24M 0.14% +268 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,263 shares; 2024Q4: 28,263 shares; 2025Q1: 27,673 shares; 2025Q2: 27,673 shares; 2025Q3: 27,673 shares; 2025Q4: 27,673 shares 27,673 $2.23M 0.14% 0 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,834 shares; 2024Q4: 83,071 shares; 2025Q1: 82,811 shares; 2025Q2: 84,100 shares; 2025Q3: 84,163 shares; 2025Q4: 84,097 shares 84,097 $2.15M 0.14% -66 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,695 shares; 2024Q4: 11,094 shares; 2025Q1: 10,212 shares; 2025Q2: 13,023 shares; 2025Q3: 11,675 shares; 2025Q4: 13,923 shares 13,923 $2.14M 0.14% +2,248 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,843 shares; 2024Q4: 18,082 shares; 2025Q1: 17,442 shares; 2025Q2: 23,311 shares; 2025Q3: 23,050 shares; 2025Q4: 17,041 shares 17,041 $2.14M 0.14% -6,009 Timeline AFG AMERICAN FINANCIAL GROUP INC More: the full row for AMERICAN FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,196 shares; 2024Q4: 6,390 shares; 2025Q1: 4,790 shares; 2025Q2: 10,737 shares; 2025Q3: 15,416 shares; 2025Q4: 15,416 shares 15,416 $2.11M 0.13% 0 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: 3,248 shares; 2024Q4: 4,713 shares; 2025Q1: 3,312 shares; 2025Q2: 3,312 shares; 2025Q3: 3,312 shares; 2025Q4: 3,313 shares 3,313 $2.08M 0.13% +1 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,860 shares; 2025Q3: 11,665 shares; 2025Q4: 13,965 shares 13,965 $2.05M 0.13% +2,300 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,823 shares; 2025Q3: 9,644 shares; 2025Q4: 11,966 shares 11,966 $2.04M 0.13% +2,322 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: 7,567 shares; 2024Q4: 8,686 shares; 2025Q1: 8,999 shares; 2025Q2: 8,680 shares; 2025Q3: 8,646 shares; 2025Q4: 8,848 shares 8,848 $2.01M 0.13% +202 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,124 shares; 2024Q4: 6,124 shares; 2025Q1: 8,399 shares; 2025Q2: 8,399 shares; 2025Q3: 8,399 shares; 2025Q4: 16,798 shares 16,798 $2.01M 0.13% +8,399 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,604 shares; 2024Q4: 35,159 shares; 2025Q1: 33,699 shares; 2025Q2: 33,699 shares; 2025Q3: 33,699 shares; 2025Q4: 33,282 shares 33,282 $1.99M 0.13% -417 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,272 shares; 2024Q4: 20,571 shares; 2025Q1: 21,092 shares; 2025Q2: 20,103 shares; 2025Q3: 20,193 shares; 2025Q4: 20,537 shares 20,537 $1.96M 0.12% +344 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,808 shares; 2024Q4: 2,654 shares; 2025Q1: 3,497 shares; 2025Q2: 4,423 shares; 2025Q3: 4,490 shares; 2025Q4: 8,863 shares 8,863 $1.94M 0.12% +4,373 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,335 shares; 2024Q4: 8,578 shares; 2025Q1: 17,070 shares; 2025Q2: 23,193 shares; 2025Q3: 24,396 shares; 2025Q4: 23,475 shares 23,475 $1.92M 0.12% -921 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,908 shares; 2024Q4: 12,908 shares; 2025Q1: 12,908 shares; 2025Q2: 12,502 shares; 2025Q3: 12,530 shares; 2025Q4: 16,510 shares 16,510 $1.92M 0.12% +3,980 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,096 shares; 2024Q4: 9,393 shares; 2025Q1: 8,814 shares; 2025Q2: 9,543 shares; 2025Q3: 8,721 shares; 2025Q4: 10,392 shares 10,392 $1.91M 0.12% +1,671 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: 3,494 shares; 2024Q4: 3,561 shares; 2025Q1: 3,495 shares; 2025Q2: 3,331 shares; 2025Q3: 3,720 shares; 2025Q4: 3,738 shares 3,738 $1.91M 0.12% +18 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,977 shares; 2024Q4: 5,928 shares; 2025Q1: 5,698 shares; 2025Q2: 5,461 shares; 2025Q3: 5,431 shares; 2025Q4: 5,416 shares 5,416 $1.9M 0.12% -15 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,354 shares; 2024Q4: 29,448 shares; 2025Q1: 30,475 shares; 2025Q2: 39,497 shares; 2025Q3: 38,116 shares; 2025Q4: 38,290 shares 38,290 $1.88M 0.12% +174 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,460 shares; 2024Q4: 19,460 shares; 2025Q1: 19,460 shares; 2025Q2: 19,461 shares; 2025Q3: 19,461 shares; 2025Q4: 19,461 shares 19,461 $1.87M 0.12% 0 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,830 shares; 2024Q4: 3,967 shares; 2025Q1: 4,099 shares; 2025Q2: 4,028 shares; 2025Q3: 3,934 shares; 2025Q4: 4,007 shares 4,007 $1.87M 0.12% +73 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,657 shares; 2024Q4: 7,117 shares; 2025Q1: 12,509 shares; 2025Q2: 6,656 shares; 2025Q3: 6,634 shares; 2025Q4: 6,854 shares 6,854 $1.86M 0.12% +220 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,032 shares; 2024Q4: 5,413 shares; 2025Q1: 5,413 shares; 2025Q2: 5,413 shares; 2025Q3: 6,377 shares; 2025Q4: 7,348 shares 7,348 $1.84M 0.12% +971 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,617 shares; 2024Q4: 9,619 shares; 2025Q1: 10,225 shares; 2025Q2: 9,719 shares; 2025Q3: 9,774 shares; 2025Q4: 9,873 shares 9,873 $1.83M 0.12% +99 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,236 shares; 2024Q4: 13,950 shares; 2025Q1: 13,929 shares; 2025Q2: 13,919 shares; 2025Q3: 13,941 shares; 2025Q4: 13,962 shares 13,962 $1.74M 0.11% +21 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,000 shares; 2024Q4: 25,702 shares; 2025Q1: 24,990 shares; 2025Q2: 26,194 shares; 2025Q3: 23,417 shares; 2025Q4: 32,069 shares 32,069 $1.73M 0.11% +8,652 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: 4,535 shares; 2024Q4: 4,535 shares; 2025Q1: 4,535 shares; 2025Q2: 4,535 shares; 2025Q3: 4,535 shares; 2025Q4: 4,535 shares 4,535 $1.69M 0.11% 0 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: 20,528 shares; 2024Q4: 20,846 shares; 2025Q1: 21,638 shares; 2025Q2: 42,456 shares; 2025Q3: 42,421 shares; 2025Q4: 42,035 shares 42,035 $1.69M 0.11% -386 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,181 shares; 2024Q4: 5,808 shares; 2025Q1: 5,977 shares; 2025Q2: 5,568 shares; 2025Q3: 5,537 shares; 2025Q4: 7,956 shares 7,956 $1.69M 0.11% +2,419 Timeline AM ANTERO MIDSTREAM CORP More: the full row for ANTERO MIDSTREAM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,421 shares; 2024Q4: 98,046 shares; 2025Q1: 96,367 shares; 2025Q2: 94,335 shares; 2025Q3: 94,335 shares; 2025Q4: 94,315 shares 94,315 $1.68M 0.11% -20 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,743 shares; 2024Q4: 103,510 shares; 2025Q1: 52,963 shares; 2025Q2: 40,687 shares; 2025Q3: not reported; 2025Q4: 71,705 shares 71,705 $1.68M 0.11% new Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,756 shares; 2024Q4: 6,248 shares; 2025Q1: 6,184 shares; 2025Q2: 5,953 shares; 2025Q3: 5,973 shares; 2025Q4: 8,131 shares 8,131 $1.65M 0.1% +2,158 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: 6,030 shares; 2024Q4: 7,473 shares; 2025Q1: 7,008 shares; 2025Q2: 6,642 shares; 2025Q3: 6,491 shares; 2025Q4: 8,434 shares 8,434 $1.65M 0.1% +1,943 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,940 shares; 2024Q4: 1,916 shares; 2025Q1: 1,539 shares; 2025Q2: 5,415 shares; 2025Q3: 3,034 shares; 2025Q4: 7,652 shares 7,652 $1.64M 0.1% +4,618 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,597 shares; 2024Q4: 9,010 shares; 2025Q1: 6,573 shares; 2025Q2: 5,067 shares; 2025Q3: 4,575 shares; 2025Q4: 4,617 shares 4,617 $1.62M 0.1% +42 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: 25,716 shares; 2024Q4: 12,236 shares; 2025Q1: 13,103 shares; 2025Q2: 29,405 shares; 2025Q3: 24,658 shares; 2025Q4: 11,252 shares 11,252 $1.61M 0.1% -13,406 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 756 shares; 2024Q4: 770 shares; 2025Q1: 786 shares; 2025Q2: 788 shares; 2025Q3: 788 shares; 2025Q4: 792 shares 792 $1.6M 0.1% +4 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,355 shares; 2024Q4: 1,905 shares; 2025Q1: 2,756 shares; 2025Q2: 1,278 shares; 2025Q3: 1,278 shares; 2025Q4: 1,310 shares 1,310 $1.59M 0.1% +32 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,609 shares; 2024Q4: 17,272 shares; 2025Q1: 17,272 shares; 2025Q2: 17,272 shares; 2025Q3: 17,273 shares; 2025Q4: 17,342 shares 17,342 $1.59M 0.1% +69 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: 31,531 shares; 2024Q4: 29,111 shares; 2025Q1: 20,307 shares; 2025Q2: 19,737 shares; 2025Q3: 19,439 shares; 2025Q4: 19,693 shares 19,693 $1.58M 0.1% +254 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,750 shares; 2024Q4: not reported; 2025Q1: 2,711 shares; 2025Q2: 5,621 shares; 2025Q3: 9,451 shares; 2025Q4: 11,268 shares 11,268 $1.55M 0.1% +1,817 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,435 shares; 2025Q1: 2,435 shares; 2025Q2: 8,582 shares; 2025Q3: 9,600 shares; 2025Q4: 9,628 shares 9,628 $1.55M 0.1% +28 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: 27,944 shares; 2024Q4: 20,825 shares; 2025Q1: 25,745 shares; 2025Q2: 32,476 shares; 2025Q3: 36,488 shares; 2025Q4: 41,972 shares 41,972 $1.55M 0.1% +5,484 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,858 shares; 2024Q4: 5,815 shares; 2025Q1: 6,515 shares; 2025Q2: 8,462 shares; 2025Q3: 5,796 shares; 2025Q4: 19,557 shares 19,557 $1.55M 0.1% +13,761 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: 6,886 shares; 2024Q4: 6,863 shares; 2025Q1: 3,031 shares; 2025Q2: 4,895 shares; 2025Q3: 4,955 shares; 2025Q4: 4,932 shares 4,932 $1.54M 0.1% -23 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: 5,602 shares; 2024Q4: 5,656 shares; 2025Q1: 5,630 shares; 2025Q2: 3,937 shares; 2025Q3: 3,915 shares; 2025Q4: 3,947 shares 3,947 $1.54M 0.1% +32 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,057 shares; 2024Q4: 6,252 shares; 2025Q1: 6,292 shares; 2025Q2: 6,014 shares; 2025Q3: 6,051 shares; 2025Q4: 5,935 shares 5,935 $1.54M 0.1% -116 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,299 shares; 2024Q4: 2,983 shares; 2025Q1: 3,035 shares; 2025Q2: 3,038 shares; 2025Q3: 2,959 shares; 2025Q4: 3,002 shares 3,002 $1.53M 0.1% +43 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: 3,668 shares; 2024Q4: 3,067 shares; 2025Q1: 3,205 shares; 2025Q2: 6,216 shares; 2025Q3: 6,308 shares; 2025Q4: 6,316 shares 6,316 $1.53M 0.1% +8 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,058 shares; 2024Q4: 21,641 shares; 2025Q1: 21,442 shares; 2025Q2: 25,615 shares; 2025Q3: 21,666 shares; 2025Q4: 30,069 shares 30,069 $1.53M 0.1% +8,403 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,540 shares; 2024Q4: 16,627 shares; 2025Q1: 34,253 shares; 2025Q2: 34,367 shares; 2025Q3: 63,207 shares; 2025Q4: 141,178 shares 141,178 $1.51M 0.1% +77,971 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: 5,308 shares; 2024Q4: 3,272 shares; 2025Q1: 3,550 shares; 2025Q2: 3,246 shares; 2025Q3: 3,120 shares; 2025Q4: 3,282 shares 3,282 $1.49M 0.09% +162 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,699 shares; 2024Q4: 6,709 shares; 2025Q1: 6,714 shares; 2025Q2: 6,715 shares; 2025Q3: 6,719 shares; 2025Q4: 6,728 shares 6,728 $1.48M 0.09% +9 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: 12,608 shares; 2024Q4: 13,500 shares; 2025Q1: 14,164 shares; 2025Q2: 12,685 shares; 2025Q3: 12,708 shares; 2025Q4: 12,659 shares 12,659 $1.48M 0.09% -49 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,440 shares; 2024Q4: 19,055 shares; 2025Q1: 18,976 shares; 2025Q2: 18,920 shares; 2025Q3: 18,800 shares; 2025Q4: 18,737 shares 18,737 $1.48M 0.09% -63 Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,175 shares; 2024Q4: 75,175 shares; 2025Q1: 75,175 shares; 2025Q2: 76,238 shares; 2025Q3: 87,080 shares; 2025Q4: 87,543 shares 87,543 $1.47M 0.09% +463 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: 37,978 shares; 2024Q4: 5,246 shares; 2025Q1: 4,322 shares; 2025Q2: 16,433 shares; 2025Q3: 19,778 shares; 2025Q4: 19,896 shares 19,896 $1.46M 0.09% +118 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,731 shares; 2024Q4: 12,698 shares; 2025Q1: 13,350 shares; 2025Q2: 12,943 shares; 2025Q3: 12,897 shares; 2025Q4: 13,189 shares 13,189 $1.45M 0.09% +292 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,267 shares; 2024Q4: 7,404 shares; 2025Q1: 19,309 shares; 2025Q2: 22,431 shares; 2025Q3: 22,384 shares; 2025Q4: 22,376 shares 22,376 $1.44M 0.09% -8 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,013 shares; 2024Q4: 6,100 shares; 2025Q1: 5,988 shares; 2025Q2: 5,966 shares; 2025Q3: 5,670 shares; 2025Q4: 5,884 shares 5,884 $1.42M 0.09% +214 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,824 shares; 2024Q4: 8,031 shares; 2025Q1: 7,825 shares; 2025Q2: 7,475 shares; 2025Q3: 7,420 shares; 2025Q4: 7,502 shares 7,502 $1.39M 0.09% +82 Timeline WIT WIPRO LTD More: the full row for WIPRO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,096 shares; 2024Q4: 12,548 shares; 2025Q1: 12,548 shares; 2025Q2: 420,008 shares; 2025Q3: 523,411 shares; 2025Q4: 487,853 shares 487,853 $1.39M 0.09% -35,558 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,833 shares; 2024Q4: 3,015 shares; 2025Q1: 3,098 shares; 2025Q2: 4,044 shares; 2025Q3: 2,605 shares; 2025Q4: 6,282 shares 6,282 $1.38M 0.09% +3,677 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,108 shares; 2025Q1: 18,751 shares; 2025Q2: 23,700 shares; 2025Q3: 23,700 shares; 2025Q4: 23,248 shares 23,248 $1.33M 0.08% -452 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,785 shares; 2024Q4: 8,283 shares; 2025Q1: 9,279 shares; 2025Q2: 7,923 shares; 2025Q3: 10,971 shares; 2025Q4: 11,496 shares 11,496 $1.33M 0.08% +525 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,356 shares; 2024Q4: 6,935 shares; 2025Q1: 6,568 shares; 2025Q2: 8,570 shares; 2025Q3: 8,531 shares; 2025Q4: 5,153 shares 5,153 $1.33M 0.08% -3,378 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,275 shares; 2024Q4: 5,446 shares; 2025Q1: 5,446 shares; 2025Q2: 11,848 shares; 2025Q3: 13,934 shares; 2025Q4: 13,993 shares 13,993 $1.32M 0.08% +59 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: 22,043 shares; 2024Q4: 22,438 shares; 2025Q1: 22,721 shares; 2025Q2: 22,018 shares; 2025Q3: 21,615 shares; 2025Q4: 21,652 shares 21,652 $1.3M 0.08% +37 Timeline SHG SHINHAN FINANCIAL GROUP CO L More: the full row for SHINHAN FINANCIAL GROUP CO L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,464 shares; 2025Q3: 12,354 shares; 2025Q4: 24,212 shares 24,212 $1.3M 0.08% +11,858 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,554 shares; 2024Q4: 15,334 shares; 2025Q1: 15,334 shares; 2025Q2: 16,160 shares; 2025Q3: 16,160 shares; 2025Q4: 16,405 shares 16,405 $1.29M 0.08% +245 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,515 shares; 2024Q4: 17,515 shares; 2025Q1: 17,515 shares; 2025Q2: 17,654 shares; 2025Q3: 17,799 shares; 2025Q4: 17,515 shares 17,515 $1.29M 0.08% -284 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: 2,668 shares; 2024Q4: 2,643 shares; 2025Q1: 2,643 shares; 2025Q2: 2,643 shares; 2025Q3: 2,643 shares; 2025Q4: 2,643 shares 2,643 $1.29M 0.08% 0 Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,749 shares; 2024Q4: 10,749 shares; 2025Q1: 10,749 shares; 2025Q2: 10,749 shares; 2025Q3: 10,749 shares; 2025Q4: 10,749 shares 10,749 $1.29M 0.08% 0 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: 47,612 shares; 2024Q4: 48,565 shares; 2025Q1: 48,943 shares; 2025Q2: 46,660 shares; 2025Q3: 46,582 shares; 2025Q4: 46,772 shares 46,772 $1.29M 0.08% +190 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,783 shares; 2024Q4: 16,379 shares; 2025Q1: 16,379 shares; 2025Q2: 16,379 shares; 2025Q3: 16,379 shares; 2025Q4: 16,379 shares 16,379 $1.28M 0.08% 0 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,055 shares; 2024Q4: 3,080 shares; 2025Q1: 3,114 shares; 2025Q2: 2,986 shares; 2025Q3: 2,986 shares; 2025Q4: 2,990 shares 2,990 $1.26M 0.08% +4 Timeline RXI 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: 6,299 shares; 2024Q4: 6,193 shares; 2025Q1: 6,193 shares; 2025Q2: 6,193 shares; 2025Q3: 6,193 shares; 2025Q4: 6,143 shares 6,143 $1.26M 0.08% -50 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: 15,783 shares; 2024Q4: 3,978 shares; 2025Q1: 7,294 shares; 2025Q2: 9,541 shares; 2025Q3: 12,325 shares; 2025Q4: 13,091 shares 13,091 $1.26M 0.08% +766 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,605 shares; 2024Q4: 4,718 shares; 2025Q1: 4,488 shares; 2025Q2: 4,249 shares; 2025Q3: 4,249 shares; 2025Q4: 4,233 shares 4,233 $1.25M 0.08% -16 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,232 shares; 2024Q4: 6,357 shares; 2025Q1: 6,357 shares; 2025Q2: 6,138 shares; 2025Q3: 6,137 shares; 2025Q4: 6,154 shares 6,154 $1.25M 0.08% +17 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,906 shares; 2024Q4: 3,105 shares; 2025Q1: 3,589 shares; 2025Q2: 4,290 shares; 2025Q3: 4,707 shares; 2025Q4: 5,655 shares 5,655 $1.23M 0.08% +948 Timeline DDS DILLARDS INC More: the full row for DILLARDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,592 shares; 2024Q4: 1,592 shares; 2025Q1: not reported; 2025Q2: 2,002 shares; 2025Q3: 2,002 shares; 2025Q4: 2,003 shares 2,003 $1.21M 0.08% +1 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ 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: 44,720 shares; 2025Q2: 16,308 shares; 2025Q3: 30,685 shares; 2025Q4: 49,856 shares 49,856 $1.21M 0.08% +19,171 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: 333 shares; 2024Q4: 367 shares; 2025Q1: 372 shares; 2025Q2: 360 shares; 2025Q3: 360 shares; 2025Q4: 356 shares 356 $1.21M 0.08% -4 Timeline MSM MSC INDL DIRECT INC More: the full row for MSC INDL DIRECT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,925 shares; 2024Q4: 6,727 shares; 2025Q1: not reported; 2025Q2: 14,287 shares; 2025Q3: 14,287 shares; 2025Q4: 14,287 shares 14,287 $1.2M 0.08% 0 Timeline PKX POSCO HOLDINGS INC More: the full row for POSCO HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,868 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,664 shares; 2025Q3: 8,680 shares; 2025Q4: 22,300 shares 22,300 $1.19M 0.08% +13,620 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,908 shares; 2024Q4: 2,533 shares; 2025Q1: 2,612 shares; 2025Q2: 4,194 shares; 2025Q3: 4,682 shares; 2025Q4: 2,516 shares 2,516 $1.18M 0.07% -2,166 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,099 shares; 2024Q4: 2,095 shares; 2025Q1: 1,962 shares; 2025Q2: 1,958 shares; 2025Q3: 1,955 shares; 2025Q4: 1,955 shares 1,955 $1.18M 0.07% 0 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,688 shares; 2024Q4: 17,289 shares; 2025Q1: 16,887 shares; 2025Q2: 19,876 shares; 2025Q3: 19,739 shares; 2025Q4: 19,873 shares 19,873 $1.16M 0.07% +134 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: 7,216 shares; 2024Q4: 11,787 shares; 2025Q1: 13,489 shares; 2025Q2: 10,501 shares; 2025Q3: 10,477 shares; 2025Q4: 14,566 shares 14,566 $1.16M 0.07% +4,089 Timeline IWV 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: 1,463 shares; 2024Q4: 1,463 shares; 2025Q1: 4,428 shares; 2025Q2: 2,978 shares; 2025Q3: 2,978 shares; 2025Q4: 2,978 shares 2,978 $1.15M 0.07% 0 Timeline LOGI LOGITECH INTL S A More: the full row for LOGITECH INTL S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,252 shares; 2024Q4: 11,252 shares; 2025Q1: 11,252 shares; 2025Q2: 11,267 shares; 2025Q3: 11,389 shares; 2025Q4: 11,400 shares 11,400 $1.14M 0.07% +11 Timeline OMF ONEMAIN HLDGS INC More: the full row for ONEMAIN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,631 shares; 2024Q4: 14,536 shares; 2025Q1: 12,594 shares; 2025Q2: 10,074 shares; 2025Q3: 25,958 shares; 2025Q4: 16,864 shares 16,864 $1.14M 0.07% -9,094 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: 1,937 shares; 2024Q4: 1,932 shares; 2025Q1: 2,047 shares; 2025Q2: 1,954 shares; 2025Q3: 1,957 shares; 2025Q4: 1,973 shares 1,973 $1.13M 0.07% +16 Timeline AMCOR PLC AMCOR PLC More: the full row for AMCOR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,387 shares; 2024Q4: 107,267 shares; 2025Q1: not reported; 2025Q2: 74,162 shares; 2025Q3: 106,140 shares; 2025Q4: 134,798 shares 134,798 $1.12M 0.07% +28,658 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: 7,803 shares; 2025Q1: 4,002 shares; 2025Q2: 7,317 shares; 2025Q3: 8,442 shares; 2025Q4: 8,545 shares 8,545 $1.12M 0.07% +103 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,594 shares; 2024Q4: 3,590 shares; 2025Q1: 3,795 shares; 2025Q2: 3,395 shares; 2025Q3: 3,137 shares; 2025Q4: 6,008 shares 6,008 $1.11M 0.07% +2,871 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: 4,523 shares; 2024Q4: 1,957 shares; 2025Q1: 1,750 shares; 2025Q2: 3,191 shares; 2025Q3: 3,740 shares; 2025Q4: 3,847 shares 3,847 $1.11M 0.07% +107 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: 1,789 shares; 2024Q4: 1,926 shares; 2025Q1: 1,941 shares; 2025Q2: 2,953 shares; 2025Q3: 3,095 shares; 2025Q4: 3,135 shares 3,135 $1.11M 0.07% +40 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,486 shares; 2024Q4: 12,492 shares; 2025Q1: 13,767 shares; 2025Q2: 12,389 shares; 2025Q3: 12,559 shares; 2025Q4: 12,619 shares 12,619 $1.1M 0.07% +60 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,968 shares; 2024Q4: 2,018 shares; 2025Q1: 2,047 shares; 2025Q2: 1,944 shares; 2025Q3: 1,908 shares; 2025Q4: 1,924 shares 1,924 $1.1M 0.07% +16 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: 6,840 shares; 2024Q4: 3,442 shares; 2025Q1: 3,666 shares; 2025Q2: 3,299 shares; 2025Q3: 3,332 shares; 2025Q4: 3,558 shares 3,558 $1.1M 0.07% +226 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,179 shares; 2024Q4: 3,259 shares; 2025Q1: 3,384 shares; 2025Q2: 3,132 shares; 2025Q3: 3,087 shares; 2025Q4: 3,121 shares 3,121 $1.1M 0.07% +34 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,928 shares; 2024Q4: 3,137 shares; 2025Q1: 3,365 shares; 2025Q2: 4,722 shares; 2025Q3: 5,481 shares; 2025Q4: 2,554 shares 2,554 $1.09M 0.07% -2,927 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,118 shares; 2024Q4: 12,081 shares; 2025Q1: 11,533 shares; 2025Q2: 12,882 shares; 2025Q3: 12,891 shares; 2025Q4: 13,064 shares 13,064 $1.05M 0.07% +173 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: 5,386 shares; 2024Q4: 9,273 shares; 2025Q1: 10,853 shares; 2025Q2: not reported; 2025Q3: 24,243 shares; 2025Q4: 27,229 shares 27,229 $1.05M 0.07% +2,986 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,181 shares; 2024Q4: 5,112 shares; 2025Q1: 5,461 shares; 2025Q2: 6,536 shares; 2025Q3: 6,515 shares; 2025Q4: 6,526 shares 6,526 $1.04M 0.07% +11 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: 12,646 shares; 2024Q4: 12,819 shares; 2025Q1: 13,388 shares; 2025Q2: 14,811 shares; 2025Q3: 14,432 shares; 2025Q4: 12,943 shares 12,943 $1.03M 0.07% -1,489 Timeline KB KB FINL GROUP INC More: the full row for KB FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,144 shares; 2024Q4: 3,530 shares; 2025Q1: not reported; 2025Q2: 8,151 shares; 2025Q3: 8,156 shares; 2025Q4: 11,896 shares 11,896 $1.02M 0.06% +3,740 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: 30,509 shares; 2024Q4: 31,526 shares; 2025Q1: 30,391 shares; 2025Q2: 37,724 shares; 2025Q3: 38,120 shares; 2025Q4: 37,745 shares 37,745 $1.02M 0.06% -375 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,269 shares; 2024Q4: 13,622 shares; 2025Q1: 15,427 shares; 2025Q2: 16,313 shares; 2025Q3: 16,620 shares; 2025Q4: 23,309 shares 23,309 $1.02M 0.06% +6,689 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,436 shares; 2024Q4: 3,284 shares; 2025Q1: 3,395 shares; 2025Q2: 3,173 shares; 2025Q3: 3,073 shares; 2025Q4: 3,130 shares 3,130 $1.01M 0.06% +57 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,098 shares; 2024Q4: 4,352 shares; 2025Q1: 4,585 shares; 2025Q2: 4,381 shares; 2025Q3: 4,232 shares; 2025Q4: 5,775 shares 5,775 $1.01M 0.06% +1,543 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: 16,664 shares; 2024Q4: 16,799 shares; 2025Q1: 17,496 shares; 2025Q2: 15,856 shares; 2025Q3: 15,860 shares; 2025Q4: 12,028 shares 12,028 $1.01M 0.06% -3,832 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: 2,943 shares; 2024Q4: 3,244 shares; 2025Q1: 18,546 shares; 2025Q2: 17,205 shares; 2025Q3: 16,689 shares; 2025Q4: 16,794 shares 16,794 $1.01M 0.06% +105 Timeline TPG TPG INC More: the full row for TPG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,922 shares; 2024Q4: 9,922 shares; 2025Q1: 13,757 shares; 2025Q2: 15,520 shares; 2025Q3: 15,537 shares; 2025Q4: 15,535 shares 15,535 $992K 0.06% -2 Timeline CPNG COUPANG INC More: the full row for COUPANG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,543 shares; 2024Q4: 23,632 shares; 2025Q1: 23,632 shares; 2025Q2: 32,679 shares; 2025Q3: 32,703 shares; 2025Q4: 42,016 shares 42,016 $991K 0.06% +9,313 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,724 shares; 2024Q4: 8,342 shares; 2025Q1: 8,368 shares; 2025Q2: 11,954 shares; 2025Q3: 11,078 shares; 2025Q4: 8,432 shares 8,432 $988K 0.06% -2,646 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,546 shares; 2024Q4: 15,579 shares; 2025Q1: 15,135 shares; 2025Q2: 9,473 shares; 2025Q3: not reported; 2025Q4: 13,405 shares 13,405 $985K 0.06% new Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,635 shares; 2024Q4: 3,601 shares; 2025Q1: 3,601 shares; 2025Q2: not reported; 2025Q3: 3,987 shares; 2025Q4: 11,755 shares 11,755 $984K 0.06% +7,768 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,513 shares; 2024Q4: 17,173 shares; 2025Q1: 13,480 shares; 2025Q2: 13,480 shares; 2025Q3: 13,506 shares; 2025Q4: 22,149 shares 22,149 $982K 0.06% +8,643 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: 3,794 shares; 2024Q4: 2,998 shares; 2025Q1: 3,641 shares; 2025Q2: 3,600 shares; 2025Q3: 2,791 shares; 2025Q4: 2,791 shares 2,791 $978K 0.06% 0 Timeline UMC UNITED MICROELECTRONICS CORP More: the full row for UNITED MICROELECTRONICS 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: 62,082 shares; 2025Q3: 20,774 shares; 2025Q4: 123,033 shares 123,033 $967K 0.06% +102,259 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,125 shares; 2024Q4: 11,920 shares; 2025Q1: 10,734 shares; 2025Q2: 10,734 shares; 2025Q3: 11,574 shares; 2025Q4: 12,048 shares 12,048 $961K 0.06% +474 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: 1,894 shares; 2024Q4: 1,895 shares; 2025Q1: 2,011 shares; 2025Q2: 1,775 shares; 2025Q3: 1,755 shares; 2025Q4: 2,497 shares 2,497 $957K 0.06% +742 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: 6,843 shares; 2024Q4: 10,352 shares; 2025Q1: 9,379 shares; 2025Q2: 9,009 shares; 2025Q3: 11,112 shares; 2025Q4: 10,144 shares 10,144 $950K 0.06% -968 Timeline WF WOORI FINL GROUP INC More: the full row for WOORI FINL 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: 4,453 shares; 2025Q3: 10,926 shares; 2025Q4: 15,973 shares 15,973 $939K 0.06% +5,047 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,422 shares; 2024Q4: 18,422 shares; 2025Q1: 18,422 shares; 2025Q2: 18,423 shares; 2025Q3: 18,614 shares; 2025Q4: 18,614 shares 18,614 $936K 0.06% 0 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: 14,319 shares; 2024Q4: 5,147 shares; 2025Q1: 5,607 shares; 2025Q2: 7,378 shares; 2025Q3: 7,353 shares; 2025Q4: 7,353 shares 7,353 $926K 0.06% 0 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,337 shares; 2025Q1: not reported; 2025Q2: 5,368 shares; 2025Q3: 5,181 shares; 2025Q4: 5,182 shares 5,182 $912K 0.06% +1 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: 790 shares; 2024Q4: 807 shares; 2025Q1: 967 shares; 2025Q2: 886 shares; 2025Q3: 1,100 shares; 2025Q4: 1,111 shares 1,111 $911K 0.06% +11 Timeline RCI ROGERS COMMUNICATIONS INC More: the full row for ROGERS 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: 23,945 shares; 2025Q3: 23,971 shares; 2025Q4: 23,971 shares 23,971 $904K 0.06% 0 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,698 shares; 2024Q4: 6,229 shares; 2025Q1: 5,375 shares; 2025Q2: 4,739 shares; 2025Q3: 4,815 shares; 2025Q4: 4,922 shares 4,922 $903K 0.06% +107 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,611 shares; 2024Q4: 23,997 shares; 2025Q1: 25,082 shares; 2025Q2: 23,357 shares; 2025Q3: 23,740 shares; 2025Q4: 24,589 shares 24,589 $891K 0.06% +849 Timeline NTES NETEASE COM INC More: the full row for NETEASE COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,318 shares; 2024Q4: 6,318 shares; 2025Q1: 6,318 shares; 2025Q2: 6,422 shares; 2025Q3: 6,429 shares; 2025Q4: 6,441 shares 6,441 $886K 0.06% +12 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,972 shares; 2024Q4: 2,973 shares; 2025Q1: 3,368 shares; 2025Q2: 3,068 shares; 2025Q3: 3,044 shares; 2025Q4: 3,033 shares 3,033 $880K 0.06% -11 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,122 shares; 2024Q4: 4,353 shares; 2025Q1: 4,237 shares; 2025Q2: 3,660 shares; 2025Q3: 3,676 shares; 2025Q4: 3,571 shares 3,571 $880K 0.06% -105 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,554 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,757 shares; 2025Q3: 19,760 shares; 2025Q4: 19,787 shares 19,787 $878K 0.06% +27 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: 2,100 shares; 2024Q4: 2,121 shares; 2025Q1: 1,860 shares; 2025Q2: 1,837 shares; 2025Q3: 1,800 shares; 2025Q4: 1,803 shares 1,803 $872K 0.06% +3 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 50,496 shares; 2025Q3: 117,838 shares; 2025Q4: 121,738 shares 121,738 $872K 0.06% +3,900 Timeline BIDU BAIDU INC More: the full row for BAIDU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,702 shares; 2024Q4: 3,609 shares; 2025Q1: 3,609 shares; 2025Q2: 3,505 shares; 2025Q3: 6,645 shares; 2025Q4: 6,658 shares 6,658 $870K 0.06% +13 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,891 shares; 2024Q4: 10,498 shares; 2025Q1: 10,428 shares; 2025Q2: 8,972 shares; 2025Q3: 11,233 shares; 2025Q4: 11,322 shares 11,322 $868K 0.06% +89 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,880 shares; 2025Q1: 2,094 shares; 2025Q2: not reported; 2025Q3: 2,385 shares; 2025Q4: 3,804 shares 3,804 $865K 0.05% +1,419 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,357 shares; 2025Q3: 4,359 shares; 2025Q4: 6,664 shares 6,664 $865K 0.05% +2,305 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,188 shares; 2024Q4: 8,536 shares; 2025Q1: 9,441 shares; 2025Q2: 8,017 shares; 2025Q3: 7,974 shares; 2025Q4: 13,829 shares 13,829 $864K 0.05% +5,855 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: 5,392 shares; 2024Q4: 5,332 shares; 2025Q1: 5,452 shares; 2025Q2: 5,478 shares; 2025Q3: 5,416 shares; 2025Q4: 5,282 shares 5,282 $859K 0.05% -134 Timeline RDY DR REDDYS LABS LTD More: the full row for DR REDDYS LABS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,673 shares; 2024Q4: 55,513 shares; 2025Q1: 54,963 shares; 2025Q2: 94,682 shares; 2025Q3: 108,038 shares; 2025Q4: 61,016 shares 61,016 $857K 0.05% -47,022 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,628 shares; 2024Q4: 2,645 shares; 2025Q1: 4,244 shares; 2025Q2: 2,828 shares; 2025Q3: 2,734 shares; 2025Q4: 3,904 shares 3,904 $847K 0.05% +1,170 Timeline TW TRADEWEB MKTS INC More: the full row for TRADEWEB MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,138 shares; 2024Q4: 5,952 shares; 2025Q1: 5,959 shares; 2025Q2: 5,881 shares; 2025Q3: 5,902 shares; 2025Q4: 7,873 shares 7,873 $847K 0.05% +1,971 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 40,980 shares; 2025Q3: 40,980 shares; 2025Q4: 40,987 shares 40,987 $846K 0.05% +7 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,599 shares; 2024Q4: 4,897 shares; 2025Q1: 4,977 shares; 2025Q2: 4,543 shares; 2025Q3: 4,558 shares; 2025Q4: 4,560 shares 4,560 $839K 0.05% +2 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: 8,732 shares; 2024Q4: 9,074 shares; 2025Q1: 8,869 shares; 2025Q2: 8,426 shares; 2025Q3: 8,432 shares; 2025Q4: 8,560 shares 8,560 $831K 0.05% +128 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: 10,716 shares; 2024Q4: 8,061 shares; 2025Q1: 9,929 shares; 2025Q2: 8,060 shares; 2025Q3: 8,216 shares; 2025Q4: 8,266 shares 8,266 $825K 0.05% +50 Timeline HST HOST HOTELS & RESORTS INC More: the full row for HOST HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 46,015 shares; 2025Q3: 46,015 shares; 2025Q4: 46,285 shares 46,285 $821K 0.05% +270 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: 585 shares; 2024Q4: 672 shares; 2025Q1: 670 shares; 2025Q2: 8,685 shares; 2025Q3: 8,757 shares; 2025Q4: 8,962 shares 8,962 $817K 0.05% +205 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: 12,426 shares 12,426 $813K 0.05% new Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,433 shares; 2025Q1: 2,824 shares; 2025Q2: 3,308 shares; 2025Q3: not reported; 2025Q4: 8,170 shares 8,170 $811K 0.05% new Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,020 shares; 2025Q1: not reported; 2025Q2: 4,389 shares; 2025Q3: 2,182 shares; 2025Q4: 8,162 shares 8,162 $807K 0.05% +5,980 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,326 shares; 2024Q4: 5,714 shares; 2025Q1: 6,435 shares; 2025Q2: 5,437 shares; 2025Q3: 5,313 shares; 2025Q4: 5,408 shares 5,408 $806K 0.05% +95 Timeline PII POLARIS INC More: the full row for POLARIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,934 shares; 2025Q3: 12,615 shares; 2025Q4: 12,621 shares 12,621 $798K 0.05% +6 Timeline HTHT H WORLD GROUP LTD More: the full row for H WORLD GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,944 shares; 2024Q4: 16,944 shares; 2025Q1: 16,944 shares; 2025Q2: 16,944 shares; 2025Q3: 16,947 shares; 2025Q4: 16,944 shares 16,944 $797K 0.05% -3 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,884 shares; 2025Q2: 8,884 shares; 2025Q3: 8,884 shares; 2025Q4: 8,884 shares 8,884 $795K 0.05% 0 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,705 shares; 2024Q4: 1,789 shares; 2025Q1: 1,862 shares; 2025Q2: 1,636 shares; 2025Q3: 1,633 shares; 2025Q4: 1,614 shares 1,614 $791K 0.05% -19 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,729 shares; 2025Q2: 9,729 shares; 2025Q3: 9,729 shares; 2025Q4: 9,729 shares 9,729 $790K 0.05% 0 Timeline TCOM TRIP COM GROUP LTD More: the full row for TRIP COM GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,773 shares; 2024Q4: 10,865 shares; 2025Q1: 10,773 shares; 2025Q2: 10,958 shares; 2025Q3: 10,953 shares; 2025Q4: 10,975 shares 10,975 $789K 0.05% +22 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,997 shares; 2024Q4: 8,005 shares; 2025Q1: 7,484 shares; 2025Q2: 6,340 shares; 2025Q3: 5,020 shares; 2025Q4: 6,159 shares 6,159 $786K 0.05% +1,139 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,724 shares; 2024Q4: 10,011 shares; 2025Q1: 22,776 shares; 2025Q2: 15,563 shares; 2025Q3: 24,937 shares; 2025Q4: 34,997 shares 34,997 $783K 0.05% +10,060 Timeline LAZ LAZARD INC More: the full row for LAZARD 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: 16,087 shares; 2025Q3: 16,103 shares; 2025Q4: 16,079 shares 16,079 $781K 0.05% -24 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: 4,793 shares; 2024Q4: 6,144 shares; 2025Q1: 5,386 shares; 2025Q2: 6,024 shares; 2025Q3: 5,971 shares; 2025Q4: 4,802 shares 4,802 $778K 0.05% -1,169 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: 597 shares; 2024Q4: 524 shares; 2025Q1: 914 shares; 2025Q2: 981 shares; 2025Q3: 567 shares; 2025Q4: 1,005 shares 1,005 $776K 0.05% +438 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: 11,944 shares; 2024Q4: 11,944 shares; 2025Q1: 11,685 shares; 2025Q2: 11,428 shares; 2025Q3: 11,509 shares; 2025Q4: 11,530 shares 11,530 $775K 0.05% +21 Timeline BCE BCE INC More: the full row for BCE 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: 32,352 shares; 2025Q3: 32,813 shares; 2025Q4: 32,347 shares 32,347 $771K 0.05% -466 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,795 shares; 2024Q4: 3,843 shares; 2025Q1: 3,738 shares; 2025Q2: 3,898 shares; 2025Q3: 7,883 shares; 2025Q4: 4,755 shares 4,755 $767K 0.05% -3,128 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: 4,079 shares; 2025Q4: 4,441 shares 4,441 $765K 0.05% +362 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,026 shares; 2024Q4: 3,105 shares; 2025Q1: 3,435 shares; 2025Q2: 3,060 shares; 2025Q3: 4,092 shares; 2025Q4: 4,227 shares 4,227 $761K 0.05% +135 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,461 shares; 2025Q3: 13,544 shares; 2025Q4: 15,410 shares 15,410 $756K 0.05% +1,866 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,099 shares; 2024Q4: 6,608 shares; 2025Q1: 6,837 shares; 2025Q2: 6,215 shares; 2025Q3: 6,212 shares; 2025Q4: 6,222 shares 6,222 $745K 0.05% +10 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,433 shares; 2024Q4: 59,752 shares; 2025Q1: 37,279 shares; 2025Q2: not reported; 2025Q3: 56,498 shares; 2025Q4: 56,666 shares 56,666 $743K 0.05% +168 Timeline ESLT ELBIT SYS LTD More: the full row for ELBIT SYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,277 shares; 2024Q4: 1,277 shares; 2025Q1: 1,277 shares; 2025Q2: 1,277 shares; 2025Q3: 1,277 shares; 2025Q4: 1,279 shares 1,279 $739K 0.05% +2 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,655 shares; 2024Q4: 2,867 shares; 2025Q1: 3,248 shares; 2025Q2: 2,847 shares; 2025Q3: 3,588 shares; 2025Q4: 3,596 shares 3,596 $735K 0.05% +8 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,710 shares; 2024Q4: 4,775 shares; 2025Q1: 5,446 shares; 2025Q2: 4,490 shares; 2025Q3: 4,487 shares; 2025Q4: 4,526 shares 4,526 $732K 0.05% +39 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 963 shares; 2024Q4: 972 shares; 2025Q1: 1,055 shares; 2025Q2: 983 shares; 2025Q3: 968 shares; 2025Q4: 953 shares 953 $730K 0.05% -15 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,047 shares; 2024Q4: 19,961 shares; 2025Q1: not reported; 2025Q2: 32,607 shares; 2025Q3: 31,362 shares; 2025Q4: 41,654 shares 41,654 $721K 0.05% +10,292 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: 1,838 shares; 2024Q4: 1,751 shares; 2025Q1: 2,099 shares; 2025Q2: 2,097 shares; 2025Q3: 2,112 shares; 2025Q4: 2,129 shares 2,129 $717K 0.05% +17 Timeline HRL HORMEL FOODS CORP More: the full row for HORMEL FOODS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,365 shares; 2025Q3: not reported; 2025Q4: 30,109 shares 30,109 $714K 0.05% new Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,177 shares; 2024Q4: 3,162 shares; 2025Q1: 3,470 shares; 2025Q2: 1,519 shares; 2025Q3: 2,464 shares; 2025Q4: 2,464 shares 2,464 $711K 0.05% 0 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,153 shares; 2024Q4: 3,170 shares; 2025Q1: 4,630 shares; 2025Q2: 3,048 shares; 2025Q3: 4,529 shares; 2025Q4: 5,350 shares 5,350 $710K 0.05% +821 Timeline COKE COCA COLA CONS INC More: the full row for COCA COLA CONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 456 shares; 2024Q4: 456 shares; 2025Q1: 456 shares; 2025Q2: 4,550 shares; 2025Q3: 4,555 shares; 2025Q4: 4,621 shares 4,621 $708K 0.04% +66 Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,733 shares; 2024Q4: 7,007 shares; 2025Q1: 7,337 shares; 2025Q2: 6,710 shares; 2025Q3: 6,710 shares; 2025Q4: 6,710 shares 6,710 $699K 0.04% 0 Timeline RHI ROBERT HALF INC. More: the full row for ROBERT HALF INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,690 shares; 2025Q2: not reported; 2025Q3: 54,741 shares; 2025Q4: 25,628 shares 25,628 $696K 0.04% -29,113 Timeline TLK TELEKOMUNIKASI IND More: the full row for TELEKOMUNIKASI IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 32,838 shares; 2025Q3: 32,846 shares; 2025Q4: 32,904 shares 32,904 $693K 0.04% +58 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: 4,556 shares; 2024Q4: 5,230 shares; 2025Q1: 5,892 shares; 2025Q2: 8,570 shares; 2025Q3: 8,391 shares; 2025Q4: 8,505 shares 8,505 $692K 0.04% +114 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,108 shares; 2024Q4: 6,167 shares; 2025Q1: 6,469 shares; 2025Q2: 6,422 shares; 2025Q3: 6,430 shares; 2025Q4: 3,597 shares 3,597 $676K 0.04% -2,833 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 535 shares; 2024Q4: 515 shares; 2025Q1: 750 shares; 2025Q2: 498 shares; 2025Q3: 551 shares; 2025Q4: 995 shares 995 $673K 0.04% +444 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,591 shares; 2024Q4: 2,591 shares; 2025Q1: 2,591 shares; 2025Q2: 2,527 shares; 2025Q3: 2,527 shares; 2025Q4: 2,732 shares 2,732 $673K 0.04% +205 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,854 shares; 2025Q1: 1,802 shares; 2025Q2: 2,747 shares; 2025Q3: 2,813 shares; 2025Q4: 4,618 shares 4,618 $669K 0.04% +1,805 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: 4,696 shares; 2024Q4: 4,473 shares; 2025Q1: 4,634 shares; 2025Q2: 4,333 shares; 2025Q3: 4,308 shares; 2025Q4: 4,303 shares 4,303 $666K 0.04% -5 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,952 shares; 2024Q4: 9,115 shares; 2025Q1: 8,895 shares; 2025Q2: 9,734 shares; 2025Q3: 6,092 shares; 2025Q4: 8,355 shares 8,355 $660K 0.04% +2,263 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,773 shares; 2025Q1: 2,486 shares; 2025Q2: 4,185 shares; 2025Q3: not reported; 2025Q4: 7,550 shares 7,550 $659K 0.04% new Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,182 shares; 2024Q4: 4,356 shares; 2025Q1: 4,517 shares; 2025Q2: 3,971 shares; 2025Q3: 4,007 shares; 2025Q4: 4,023 shares 4,023 $647K 0.04% +16 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,369 shares; 2024Q4: 2,550 shares; 2025Q1: 2,066 shares; 2025Q2: 1,923 shares; 2025Q3: 3,575 shares; 2025Q4: 3,322 shares 3,322 $645K 0.04% -253 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,108 shares; 2025Q3: 11,204 shares; 2025Q4: 11,340 shares 11,340 $642K 0.04% +136 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,023 shares; 2024Q4: 3,173 shares; 2025Q1: 3,257 shares; 2025Q2: 2,993 shares; 2025Q3: 3,053 shares; 2025Q4: 3,074 shares 3,074 $640K 0.04% +21 Timeline EPR EPR PPTYS More: the full row for EPR PPTYS Quarterly shares; oldest to newest; scale 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: 12,791 shares 12,791 $638K 0.04% new Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,506 shares; 2024Q4: 2,333 shares; 2025Q1: 2,942 shares; 2025Q2: 2,603 shares; 2025Q3: 2,600 shares; 2025Q4: 2,617 shares 2,617 $636K 0.04% +17 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,819 shares; 2024Q4: 4,874 shares; 2025Q1: 3,064 shares; 2025Q2: 2,530 shares; 2025Q3: 2,604 shares; 2025Q4: 4,987 shares 4,987 $636K 0.04% +2,383 Timeline TFSL TFS FINL CORP More: the full row for TFS FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,471 shares; 2024Q4: 15,877 shares; 2025Q1: 20,127 shares; 2025Q2: 46,988 shares; 2025Q3: 47,208 shares; 2025Q4: 47,067 shares 47,067 $630K 0.04% -141 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: 2,905 shares; 2024Q4: 3,635 shares; 2025Q1: 3,264 shares; 2025Q2: 2,921 shares; 2025Q3: 2,921 shares; 2025Q4: 2,984 shares 2,984 $623K 0.04% +63 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,156 shares; 2024Q4: 2,107 shares; 2025Q1: 2,658 shares; 2025Q2: 2,130 shares; 2025Q3: 2,083 shares; 2025Q4: 4,569 shares 4,569 $622K 0.04% +2,486 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,182 shares; 2024Q4: 11,688 shares; 2025Q1: 11,463 shares; 2025Q2: 12,665 shares; 2025Q3: 12,555 shares; 2025Q4: 10,621 shares 10,621 $620K 0.04% -1,934 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: 10,530 shares; 2024Q4: 10,827 shares; 2025Q1: 13,908 shares; 2025Q2: not reported; 2025Q3: 19,569 shares; 2025Q4: 21,445 shares 21,445 $618K 0.04% +1,876 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 689 shares; 2025Q1: 576 shares; 2025Q2: 576 shares; 2025Q3: 576 shares; 2025Q4: 576 shares 576 $617K 0.04% 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: 7,522 shares; 2024Q4: not reported; 2025Q1: 2,876 shares; 2025Q2: 4,569 shares; 2025Q3: 4,551 shares; 2025Q4: 4,628 shares 4,628 $614K 0.04% +77 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,948 shares; 2024Q4: 8,395 shares; 2025Q1: 5,784 shares; 2025Q2: 6,895 shares; 2025Q3: 6,965 shares; 2025Q4: 7,189 shares 7,189 $611K 0.04% +224 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,496 shares; 2025Q3: 17,886 shares; 2025Q4: 17,970 shares 17,970 $608K 0.04% +84 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,321 shares; 2024Q4: 1,362 shares; 2025Q1: 1,472 shares; 2025Q2: 1,308 shares; 2025Q3: 1,321 shares; 2025Q4: 2,517 shares 2,517 $606K 0.04% +1,196 Timeline ASX ASE TECHNOLOGY HLDG CO LTD More: the full row for ASE TECHNOLOGY HLDG CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 36,130 shares; 2025Q3: 36,780 shares; 2025Q4: 37,500 shares 37,500 $604K 0.04% +720 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,055 shares; 2024Q4: 40,846 shares; 2025Q1: 25,637 shares; 2025Q2: 28,764 shares; 2025Q3: 33,374 shares; 2025Q4: 21,426 shares 21,426 $602K 0.04% -11,948 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,349 shares; 2024Q4: 8,549 shares; 2025Q1: 10,889 shares; 2025Q2: 8,119 shares; 2025Q3: 10,119 shares; 2025Q4: 9,406 shares 9,406 $599K 0.04% -713 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,310 shares; 2024Q4: 3,351 shares; 2025Q1: not reported; 2025Q2: 2,326 shares; 2025Q3: 2,226 shares; 2025Q4: 3,681 shares 3,681 $596K 0.04% +1,455 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,265 shares 9,265 $593K 0.04% new Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,316 shares; 2024Q4: 45,517 shares; 2025Q1: 39,679 shares; 2025Q2: 73,340 shares; 2025Q3: 41,651 shares; 2025Q4: 19,695 shares 19,695 $589K 0.04% -21,956 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,447 shares; 2024Q4: 5,599 shares; 2025Q1: 5,364 shares; 2025Q2: 5,420 shares; 2025Q3: 5,526 shares; 2025Q4: 5,447 shares 5,447 $583K 0.04% -79 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,497 shares; 2024Q4: 1,530 shares; 2025Q1: 1,566 shares; 2025Q2: 2,588 shares; 2025Q3: 2,596 shares; 2025Q4: 2,579 shares 2,579 $583K 0.04% -17 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,111 shares; 2024Q4: 1,073 shares; 2025Q1: 916 shares; 2025Q2: 926 shares; 2025Q3: 936 shares; 2025Q4: 936 shares 936 $583K 0.04% 0 Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,863 shares; 2025Q4: 3,181 shares 3,181 $580K 0.04% +318 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,448 shares; 2024Q4: 6,410 shares; 2025Q1: 6,018 shares; 2025Q2: 10,718 shares; 2025Q3: 10,396 shares; 2025Q4: 5,894 shares 5,894 $576K 0.04% -4,502 Timeline TRMB TRIMBLE INC More: the full row for TRIMBLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,482 shares; 2024Q4: 7,506 shares; 2025Q1: 8,137 shares; 2025Q2: 7,269 shares; 2025Q3: 7,257 shares; 2025Q4: 7,316 shares 7,316 $573K 0.04% +59 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: 3,441 shares; 2024Q4: not reported; 2025Q1: 2,536 shares; 2025Q2: not reported; 2025Q3: 1,930 shares; 2025Q4: 2,076 shares 2,076 $572K 0.04% +146 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: 240 shares; 2024Q4: 267 shares; 2025Q1: 284 shares; 2025Q2: 224 shares; 2025Q3: not reported; 2025Q4: 562 shares 562 $567K 0.04% 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: 6,149 shares; 2024Q4: 7,061 shares; 2025Q1: 7,163 shares; 2025Q2: 10,777 shares; 2025Q3: 5,552 shares; 2025Q4: 15,324 shares 15,324 $567K 0.04% +9,772 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,417 shares; 2025Q4: 2,424 shares 2,424 $567K 0.04% +7 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,243 shares; 2025Q2: 2,770 shares; 2025Q3: 2,821 shares; 2025Q4: 2,873 shares 2,873 $566K 0.04% +52 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,116 shares; 2024Q4: 6,549 shares; 2025Q1: 6,544 shares; 2025Q2: 6,330 shares; 2025Q3: 5,477 shares; 2025Q4: 6,781 shares 6,781 $563K 0.04% +1,304 Timeline FWONA LIBERTY MEDIA CORP DEL More: the full row for LIBERTY MEDIA 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: 3,631 shares; 2025Q3: 3,648 shares; 2025Q4: 6,292 shares 6,292 $562K 0.04% +2,644 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,912 shares; 2024Q4: 8,905 shares; 2025Q1: 8,327 shares; 2025Q2: 5,952 shares; 2025Q3: 5,573 shares; 2025Q4: 8,328 shares 8,328 $559K 0.04% +2,755 Timeline BNS BANK NOVA SCOTIA B C More: the full row for BANK NOVA SCOTIA B C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,744 shares; 2025Q3: 7,531 shares; 2025Q4: 7,563 shares 7,563 $557K 0.04% +32 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,374 shares; 2024Q4: 6,766 shares; 2025Q1: 6,234 shares; 2025Q2: 5,994 shares; 2025Q3: 6,096 shares; 2025Q4: 6,510 shares 6,510 $555K 0.04% +414 Timeline SWKS SKYWORKS SOLUTIONS INC More: the full row for SKYWORKS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,289 shares; 2024Q4: 14,767 shares; 2025Q1: 6,147 shares; 2025Q2: 13,701 shares; 2025Q3: 8,725 shares; 2025Q4: 8,747 shares 8,747 $555K 0.04% +22 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: 6,331 shares; 2024Q4: 4,343 shares; 2025Q1: 5,061 shares; 2025Q2: 4,558 shares; 2025Q3: 3,327 shares; 2025Q4: 3,688 shares 3,688 $554K 0.04% +361 Timeline CVNA CARVANA CO More: the full row for CARVANA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,742 shares; 2024Q4: 1,682 shares; 2025Q1: 1,682 shares; 2025Q2: 1,519 shares; 2025Q3: 1,518 shares; 2025Q4: 1,305 shares 1,305 $551K 0.03% -213 Timeline FLO FLOWERS FOODS INC More: the full row for FLOWERS FOODS 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: 59,865 shares; 2025Q4: 50,345 shares 50,345 $548K 0.03% -9,520 Timeline BIO BIO RAD LABS INC More: the full row for BIO RAD LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,771 shares; 2024Q4: 1,776 shares; 2025Q1: 1,753 shares; 2025Q2: 1,806 shares; 2025Q3: 1,803 shares; 2025Q4: 1,802 shares 1,802 $546K 0.03% -1 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,181 shares; 2024Q4: 3,970 shares; 2025Q1: 4,027 shares; 2025Q2: 3,556 shares; 2025Q3: 4,901 shares; 2025Q4: 3,593 shares 3,593 $544K 0.03% -1,308 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: 4,815 shares; 2024Q4: 2,472 shares; 2025Q1: 2,896 shares; 2025Q2: 2,668 shares; 2025Q3: 2,210 shares; 2025Q4: 1,961 shares 1,961 $540K 0.03% -249 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,872 shares; 2024Q4: 1,909 shares; 2025Q1: 2,517 shares; 2025Q2: 2,977 shares; 2025Q3: 2,969 shares; 2025Q4: 2,946 shares 2,946 $536K 0.03% -23 Timeline TKC TURKCELL ILETISIM More: the full row for TURKCELL ILETISIM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27,401 shares; 2025Q3: not reported; 2025Q4: 97,525 shares 97,525 $533K 0.03% new Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,190 shares; 2024Q4: 7,190 shares; 2025Q1: 7,190 shares; 2025Q2: 7,190 shares; 2025Q3: 7,190 shares; 2025Q4: 7,190 shares 7,190 $533K 0.03% 0 Timeline DINO HF SINCLAIR CORP More: the full row for HF SINCLAIR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,642 shares; 2025Q3: 11,535 shares; 2025Q4: 11,535 shares 11,535 $532K 0.03% 0 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,002 shares; 2024Q4: 11,002 shares; 2025Q1: 11,002 shares; 2025Q2: 11,002 shares; 2025Q3: 11,002 shares; 2025Q4: 11,002 shares 11,002 $529K 0.03% 0 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,366 shares 2,366 $528K 0.03% new Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,295 shares; 2025Q2: 2,353 shares; 2025Q3: 2,693 shares; 2025Q4: 2,320 shares 2,320 $525K 0.03% -373 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,801 shares; 2024Q4: 6,148 shares; 2025Q1: 6,387 shares; 2025Q2: 5,991 shares; 2025Q3: 6,024 shares; 2025Q4: 6,023 shares 6,023 $525K 0.03% -1 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,522 shares; 2024Q4: 6,522 shares; 2025Q1: 6,685 shares; 2025Q2: 6,570 shares; 2025Q3: 6,483 shares; 2025Q4: 6,532 shares 6,532 $525K 0.03% +49 Timeline MRP MILLROSE PPTYS INC More: the full row for MILLROSE PPTYS 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: 7,132 shares; 2025Q4: 17,547 shares 17,547 $524K 0.03% +10,415 Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 380 shares; 2024Q4: 408 shares; 2025Q1: 393 shares; 2025Q2: 370 shares; 2025Q3: 373 shares; 2025Q4: 375 shares 375 $523K 0.03% +2 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: 5,700 shares; 2024Q4: 6,113 shares; 2025Q1: 5,063 shares; 2025Q2: 4,652 shares; 2025Q3: 4,661 shares; 2025Q4: 4,673 shares 4,673 $523K 0.03% +12 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,447 shares; 2024Q4: 1,479 shares; 2025Q1: 1,425 shares; 2025Q2: 1,325 shares; 2025Q3: 1,331 shares; 2025Q4: 1,343 shares 1,343 $523K 0.03% +12 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,122 shares; 2024Q4: 5,397 shares; 2025Q1: 5,231 shares; 2025Q2: 4,815 shares; 2025Q3: 3,675 shares; 2025Q4: 4,134 shares 4,134 $520K 0.03% +459 Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,899 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,221 shares; 2025Q4: 1,222 shares 1,222 $513K 0.03% +1 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,872 shares; 2024Q4: 2,030 shares; 2025Q1: 2,362 shares; 2025Q2: 2,012 shares; 2025Q3: 1,950 shares; 2025Q4: 1,948 shares 1,948 $511K 0.03% -2 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,259 shares 10,259 $509K 0.03% new Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,356 shares; 2024Q4: 5,356 shares; 2025Q1: 5,356 shares; 2025Q2: 5,356 shares; 2025Q3: 5,356 shares; 2025Q4: 5,356 shares 5,356 $509K 0.03% 0 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,866 shares; 2024Q4: 3,802 shares; 2025Q1: 4,501 shares; 2025Q2: 3,875 shares; 2025Q3: 3,923 shares; 2025Q4: 3,933 shares 3,933 $508K 0.03% +10 Timeline PL PLANET LABS PBC More: the full row for PLANET LABS PBC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,537 shares; 2024Q4: 25,537 shares; 2025Q1: 25,537 shares; 2025Q2: 25,537 shares; 2025Q3: 25,537 shares; 2025Q4: 25,537 shares 25,537 $504K 0.03% 0 Timeline RITM RITHM CAPITAL CORP More: the full row for RITHM CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,189 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 45,831 shares; 2025Q3: 45,831 shares; 2025Q4: 45,891 shares 45,891 $500K 0.03% +60 Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 426 shares; 2024Q4: not reported; 2025Q1: 490 shares; 2025Q2: not reported; 2025Q3: 1,034 shares; 2025Q4: 1,979 shares 1,979 $499K 0.03% +945 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,115 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,366 shares; 2025Q4: 7,439 shares 7,439 $498K 0.03% +73 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,396 shares; 2025Q3: not reported; 2025Q4: 10,266 shares 10,266 $497K 0.03% new Timeline ALNY ALNYLAM PHARMACEUTICALS INC More: the full row for ALNYLAM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,227 shares; 2025Q3: 1,251 shares; 2025Q4: 1,250 shares 1,250 $497K 0.03% -1 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,535 shares; 2025Q1: 1,535 shares; 2025Q2: 1,215 shares; 2025Q3: 1,128 shares; 2025Q4: 2,171 shares 2,171 $495K 0.03% +1,043 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,867 shares; 2024Q4: 45,074 shares; 2025Q1: 22,162 shares; 2025Q2: 9,337 shares; 2025Q3: 9,191 shares; 2025Q4: 9,208 shares 9,208 $491K 0.03% +17 Timeline INVH INVITATION HOMES INC More: the full row for INVITATION HOMES 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: 17,670 shares 17,670 $491K 0.03% new 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: 3,567 shares; 2024Q4: 4,256 shares; 2025Q1: 4,471 shares; 2025Q2: 3,462 shares; 2025Q3: 3,422 shares; 2025Q4: 3,602 shares 3,602 $489K 0.03% +180 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,132 shares; 2025Q3: not reported; 2025Q4: 10,907 shares 10,907 $488K 0.03% new Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,366 shares; 2024Q4: 2,698 shares; 2025Q1: 2,737 shares; 2025Q2: 2,361 shares; 2025Q3: 2,352 shares; 2025Q4: 2,365 shares 2,365 $486K 0.03% +13 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,541 shares; 2024Q4: 2,684 shares; 2025Q1: 2,588 shares; 2025Q2: 2,387 shares; 2025Q3: 2,387 shares; 2025Q4: 2,439 shares 2,439 $476K 0.03% +52 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: 1,846 shares; 2024Q4: 1,846 shares; 2025Q1: 2,488 shares; 2025Q2: 1,721 shares; 2025Q3: 2,171 shares; 2025Q4: 1,704 shares 1,704 $475K 0.03% -467 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,373 shares; 2024Q4: 23,161 shares; 2025Q1: 17,569 shares; 2025Q2: 19,679 shares; 2025Q3: 19,984 shares; 2025Q4: 19,772 shares 19,772 $475K 0.03% -212 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,642 shares; 2024Q4: 1,867 shares; 2025Q1: 2,017 shares; 2025Q2: 1,665 shares; 2025Q3: 1,661 shares; 2025Q4: 1,649 shares 1,649 $470K 0.03% -12 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,660 shares; 2024Q4: 5,023 shares; 2025Q1: 5,282 shares; 2025Q2: 4,704 shares; 2025Q3: 4,693 shares; 2025Q4: 4,699 shares 4,699 $469K 0.03% +6 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,688 shares; 2025Q1: 5,171 shares; 2025Q2: 6,666 shares; 2025Q3: 4,304 shares; 2025Q4: 11,188 shares 11,188 $460K 0.03% +6,884 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: 1,209 shares; 2024Q4: 1,224 shares; 2025Q1: 1,474 shares; 2025Q2: 1,339 shares; 2025Q3: 1,305 shares; 2025Q4: 1,361 shares 1,361 $460K 0.03% +56 Timeline MTN VAIL RESORTS INC More: the full row for VAIL RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,354 shares; 2025Q1: not reported; 2025Q2: 3,505 shares; 2025Q3: 3,505 shares; 2025Q4: 3,456 shares 3,456 $459K 0.03% -49 Timeline IONS IONIS PHARMACEUTICALS INC More: the full row for IONIS PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,763 shares; 2025Q3: 5,765 shares; 2025Q4: 5,781 shares 5,781 $457K 0.03% +16 Timeline GDDY GODADDY INC More: the full row for GODADDY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,676 shares 3,676 $456K 0.03% new Timeline PDD PDD HOLDINGS INC More: the full row for PDD HOLDINGS 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: 2,411 shares; 2025Q3: 3,978 shares; 2025Q4: 4,007 shares 4,007 $454K 0.03% +29 Timeline SMCI SUPER MICRO COMPUTER INC More: the full row for SUPER MICRO COMPUTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,302 shares; 2025Q1: 20,248 shares; 2025Q2: 15,088 shares; 2025Q3: 16,049 shares; 2025Q4: 15,478 shares 15,478 $453K 0.03% -571 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,893 shares; 2024Q4: 8,875 shares; 2025Q1: 3,736 shares; 2025Q2: 5,719 shares; 2025Q3: 2,406 shares; 2025Q4: 5,093 shares 5,093 $453K 0.03% +2,687 Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,433 shares; 2024Q4: 1,433 shares; 2025Q1: 1,433 shares; 2025Q2: 1,492 shares; 2025Q3: 1,492 shares; 2025Q4: 1,494 shares 1,494 $452K 0.03% +2 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: 6,441 shares; 2024Q4: 6,441 shares; 2025Q1: 6,971 shares; 2025Q2: 5,882 shares; 2025Q3: 8,289 shares; 2025Q4: 8,380 shares 8,380 $449K 0.03% +91 Timeline CHTR CHARTER COMMUNICATIONS INC More: the full row for CHARTER COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,542 shares; 2024Q4: 2,259 shares; 2025Q1: 2,340 shares; 2025Q2: 2,086 shares; 2025Q3: 2,106 shares; 2025Q4: 2,122 shares 2,122 $443K 0.03% +16 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,020 shares; 2025Q2: not reported; 2025Q3: 1,660 shares; 2025Q4: 1,730 shares 1,730 $443K 0.03% +70 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,802 shares; 2024Q4: 1,803 shares; 2025Q1: 2,111 shares; 2025Q2: 1,822 shares; 2025Q3: 1,823 shares; 2025Q4: 1,786 shares 1,786 $441K 0.03% -37 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,921 shares; 2024Q4: 4,917 shares; 2025Q1: 5,442 shares; 2025Q2: 4,921 shares; 2025Q3: 4,965 shares; 2025Q4: 4,984 shares 4,984 $440K 0.03% +19 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,426 shares 6,426 $438K 0.03% new Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,113 shares; 2024Q4: 4,669 shares; 2025Q1: 5,022 shares; 2025Q2: 3,971 shares; 2025Q3: 6,277 shares; 2025Q4: 6,250 shares 6,250 $437K 0.03% -27 Timeline LVS LAS VEGAS SANDS CORP More: the full row for LAS VEGAS SANDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,618 shares; 2025Q3: 6,718 shares; 2025Q4: 6,711 shares 6,711 $437K 0.03% -7 Timeline REYN REYNOLDS CONSUMER PRODS INC More: the full row for REYNOLDS CONSUMER PRODS 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: 19,004 shares 19,004 $436K 0.03% new Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,800 shares; 2025Q4: 3,813 shares 3,813 $431K 0.03% +13 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,125 shares; 2024Q4: 3,787 shares; 2025Q1: 3,764 shares; 2025Q2: 2,600 shares; 2025Q3: 2,603 shares; 2025Q4: 2,648 shares 2,648 $431K 0.03% +45 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,391 shares 12,391 $430K 0.03% new Timeline MORN MORNINGSTAR INC More: the full row for MORNINGSTAR 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: 1,975 shares 1,975 $429K 0.03% new Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,698 shares; 2024Q4: 5,696 shares; 2025Q1: 8,120 shares; 2025Q2: 4,682 shares; 2025Q3: 4,907 shares; 2025Q4: 10,840 shares 10,840 $427K 0.03% +5,933 Timeline FOXA FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,634 shares; 2025Q3: 5,630 shares; 2025Q4: 5,799 shares 5,799 $424K 0.03% +169 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,242 shares 5,242 $423K 0.03% new Timeline CWEN CLEARWAY ENERGY INC More: the full row for CLEARWAY ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,717 shares; 2024Q4: 15,598 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,726 shares 12,726 $423K 0.03% new Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,226 shares; 2024Q4: 1,226 shares; 2025Q1: 1,226 shares; 2025Q2: 1,226 shares; 2025Q3: 1,226 shares; 2025Q4: 1,226 shares 1,226 $420K 0.03% 0 Timeline PBR PETROLEO BRASILEIRO S A More: the full row for PETROLEO BRASILEIRO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 35,055 shares; 2025Q3: 41,567 shares; 2025Q4: 35,055 shares 35,055 $415K 0.03% -6,512 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,050 shares; 2024Q4: 1,997 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,106 shares; 2025Q4: 2,136 shares 2,136 $413K 0.03% +30 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 18,533 shares; 2025Q2: 23,027 shares; 2025Q3: 24,313 shares; 2025Q4: 23,950 shares 23,950 $413K 0.03% -363 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,494 shares; 2024Q4: 2,440 shares; 2025Q1: 2,606 shares; 2025Q2: 2,470 shares; 2025Q3: 1,664 shares; 2025Q4: 1,591 shares 1,591 $413K 0.03% -73 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 952 shares; 2024Q4: 1,315 shares; 2025Q1: 1,198 shares; 2025Q2: 988 shares; 2025Q3: 1,460 shares; 2025Q4: 919 shares 919 $409K 0.03% -541 Timeline RPRX ROYALTY PHARMA PLC More: the full row for ROYALTY PHARMA 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: 6,592 shares; 2025Q2: 10,455 shares; 2025Q3: 10,512 shares; 2025Q4: 10,493 shares 10,493 $405K 0.03% -19 Timeline SBRA SABRA HEALTH CARE REIT INC More: the full row for SABRA HEALTH CARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,139 shares; 2024Q4: 13,139 shares; 2025Q1: 13,139 shares; 2025Q2: 13,139 shares; 2025Q3: 13,139 shares; 2025Q4: 21,397 shares 21,397 $405K 0.03% +8,258 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,522 shares; 2025Q4: 1,548 shares 1,548 $404K 0.03% +26 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,316 shares; 2024Q4: 1,425 shares; 2025Q1: 1,283 shares; 2025Q2: 1,327 shares; 2025Q3: 1,326 shares; 2025Q4: 1,371 shares 1,371 $402K 0.03% +45 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,996 shares; 2024Q4: 3,996 shares; 2025Q1: 3,996 shares; 2025Q2: 3,996 shares; 2025Q3: 3,996 shares; 2025Q4: 3,996 shares 3,996 $399K 0.03% 0 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,391 shares; 2024Q4: 4,899 shares; 2025Q1: 4,702 shares; 2025Q2: 3,995 shares; 2025Q3: not reported; 2025Q4: 5,998 shares 5,998 $399K 0.03% new Timeline OKTA OKTA INC More: the full row for OKTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,360 shares; 2024Q4: 4,465 shares; 2025Q1: 4,499 shares; 2025Q2: 4,340 shares; 2025Q3: not reported; 2025Q4: 4,606 shares 4,606 $398K 0.03% new Timeline CVE CENOVUS ENERGY INC More: the full row for CENOVUS ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 23,364 shares; 2025Q3: 23,400 shares; 2025Q4: 23,364 shares 23,364 $395K 0.03% -36 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,378 shares; 2024Q4: 13,134 shares; 2025Q1: 13,134 shares; 2025Q2: 13,134 shares; 2025Q3: 13,134 shares; 2025Q4: 13,134 shares 13,134 $395K 0.03% 0 Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,363 shares; 2025Q3: 2,617 shares; 2025Q4: 2,373 shares 2,373 $395K 0.03% -244 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 781 shares; 2024Q4: 865 shares; 2025Q1: 917 shares; 2025Q2: 771 shares; 2025Q3: 1,093 shares; 2025Q4: 770 shares 770 $393K 0.02% -323 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,263 shares; 2024Q4: 3,263 shares; 2025Q1: 3,263 shares; 2025Q2: 3,264 shares; 2025Q3: 3,264 shares; 2025Q4: 3,264 shares 3,264 $392K 0.02% 0 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 512 shares; 2024Q4: 512 shares; 2025Q1: 512 shares; 2025Q2: 512 shares; 2025Q3: 512 shares; 2025Q4: 512 shares 512 $386K 0.02% 0 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: 12,191 shares; 2024Q4: 12,201 shares; 2025Q1: 15,603 shares; 2025Q2: 11,634 shares; 2025Q3: 23,694 shares; 2025Q4: 23,964 shares 23,964 $385K 0.02% +270 Timeline SIGI SELECTIVE INS GROUP INC More: the full row for SELECTIVE INS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,592 shares; 2024Q4: 4,592 shares; 2025Q1: 4,728 shares; 2025Q2: 4,631 shares; 2025Q3: 4,649 shares; 2025Q4: 4,545 shares 4,545 $380K 0.02% -104 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,016 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,368 shares; 2025Q4: 5,107 shares 5,107 $377K 0.02% +739 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,051 shares; 2025Q3: 2,070 shares; 2025Q4: 2,090 shares 2,090 $377K 0.02% +20 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,874 shares; 2024Q4: 9,368 shares; 2025Q1: 10,107 shares; 2025Q2: 8,120 shares; 2025Q3: 8,145 shares; 2025Q4: 8,014 shares 8,014 $375K 0.02% -131 Timeline GIB CGI INC More: the full row for CGI 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: 4,059 shares 4,059 $375K 0.02% new Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,400 shares; 2024Q4: 7,400 shares; 2025Q1: 7,400 shares; 2025Q2: 7,401 shares; 2025Q3: 7,724 shares; 2025Q4: 7,724 shares 7,724 $373K 0.02% 0 Timeline TKO TKO GROUP HOLDINGS INC More: the full row for TKO GROUP HOLDINGS 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: 1,727 shares; 2025Q3: 1,727 shares; 2025Q4: 1,783 shares 1,783 $373K 0.02% +56 Timeline IHG INTERCONTINENTAL HOTELS GROU More: the full row for INTERCONTINENTAL HOTELS GROU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,474 shares; 2024Q4: 2,529 shares; 2025Q1: 2,474 shares; 2025Q2: 2,571 shares; 2025Q3: 2,572 shares; 2025Q4: 2,633 shares 2,633 $371K 0.02% +61 Timeline WTM WHITE MTNS INS GROUP LTD More: the full row for WHITE MTNS INS GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 177 shares; 2024Q4: 177 shares; 2025Q1: 182 shares; 2025Q2: 177 shares; 2025Q3: 177 shares; 2025Q4: 178 shares 178 $370K 0.02% +1 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,076 shares; 2024Q4: 1,478 shares; 2025Q1: 1,732 shares; 2025Q2: 1,961 shares; 2025Q3: 1,266 shares; 2025Q4: 1,434 shares 1,434 $367K 0.02% +168 Timeline SBAC SBA COMMUNICATIONS CORP More: the full row for SBA COMMUNICATIONS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,164 shares; 2024Q4: 2,361 shares; 2025Q1: 2,306 shares; 2025Q2: 2,037 shares; 2025Q3: 1,891 shares; 2025Q4: 1,894 shares 1,894 $366K 0.02% +3 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL 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: 166 shares; 2025Q4: 170 shares 170 $365K 0.02% +4 Timeline NVMI NOVA LTD More: the full row for NOVA 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: 1,095 shares; 2025Q3: 1,099 shares; 2025Q4: 1,112 shares 1,112 $365K 0.02% +13 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,912 shares; 2024Q4: 13,892 shares; 2025Q1: 11,001 shares; 2025Q2: not reported; 2025Q3: 10,712 shares; 2025Q4: 12,847 shares 12,847 $363K 0.02% +2,135 Timeline IRTC IRHYTHM HOLDINGS INC More: the full row for IRHYTHM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,045 shares; 2025Q2: 2,045 shares; 2025Q3: 2,045 shares; 2025Q4: 2,045 shares 2,045 $363K 0.02% 0 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 679 shares; 2025Q3: 674 shares; 2025Q4: 1,607 shares 1,607 $361K 0.02% +933 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: 9,260 shares; 2025Q1: 9,313 shares; 2025Q2: 13,009 shares; 2025Q3: 13,885 shares; 2025Q4: 13,705 shares 13,705 $361K 0.02% -180 Timeline CM CANADIAN IMPERIAL BANK OF CO More: the full row for CANADIAN IMPERIAL BANK OF CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,157 shares; 2025Q3: 3,901 shares; 2025Q4: 3,954 shares 3,954 $358K 0.02% +53 Timeline CWB 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: 4,000 shares; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 4,000 shares; 2025Q3: 4,000 shares; 2025Q4: 4,000 shares 4,000 $357K 0.02% 0 Timeline DFSI 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: 8,316 shares; 2024Q4: 8,316 shares; 2025Q1: 8,316 shares; 2025Q2: 8,316 shares; 2025Q3: 8,316 shares; 2025Q4: 8,316 shares 8,316 $356K 0.02% 0 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,235 shares 5,235 $351K 0.02% new Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,672 shares; 2024Q4: 10,688 shares; 2025Q1: 10,688 shares; 2025Q2: 10,688 shares; 2025Q3: 10,688 shares; 2025Q4: 10,688 shares 10,688 $349K 0.02% 0 Timeline HMC HONDA MOTOR CO LTD More: the full row for HONDA MOTOR CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,799 shares 11,799 $348K 0.02% 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: 3,685 shares; 2025Q4: 4,014 shares 4,014 $346K 0.02% +329 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,981 shares; 2025Q4: 6,002 shares 6,002 $345K 0.02% +21 Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,578 shares; 2025Q3: 2,642 shares; 2025Q4: 2,689 shares 2,689 $343K 0.02% +47 Timeline AAL AMERICAN AIRLINES GROUP INC More: the full row for AMERICAN AIRLINES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,293 shares; 2025Q3: 21,392 shares; 2025Q4: 22,346 shares 22,346 $343K 0.02% +954 Timeline MGA MAGNA INTL INC More: the full row for MAGNA INTL 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: 6,380 shares; 2025Q3: 6,380 shares; 2025Q4: 6,415 shares 6,415 $342K 0.02% +35 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,943 shares; 2024Q4: 11,272 shares; 2025Q1: 12,534 shares; 2025Q2: 9,784 shares; 2025Q3: 14,565 shares; 2025Q4: 9,728 shares 9,728 $341K 0.02% -4,837 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,525 shares 1,525 $340K 0.02% new Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,209 shares; 2024Q4: 4,655 shares; 2025Q1: 5,347 shares; 2025Q2: 4,298 shares; 2025Q3: 4,338 shares; 2025Q4: 4,289 shares 4,289 $340K 0.02% -49 Timeline EXE EXPAND ENERGY CORPORATION More: the full row for EXPAND ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,933 shares; 2025Q3: not reported; 2025Q4: 3,074 shares 3,074 $339K 0.02% new Timeline HUBS HUBSPOT INC More: the full row for HUBSPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 841 shares 841 $337K 0.02% new Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,296 shares 9,296 $337K 0.02% new Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,431 shares; 2024Q4: 1,722 shares; 2025Q1: 2,381 shares; 2025Q2: 1,889 shares; 2025Q3: 1,611 shares; 2025Q4: 2,414 shares 2,414 $333K 0.02% +803 Timeline PINS PINTEREST INC More: the full row for PINTEREST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,797 shares 12,797 $331K 0.02% new Timeline MSGS MADISON SQUARE GRDN SPRT COR More: the full row for MADISON SQUARE GRDN SPRT COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,283 shares; 2025Q3: 1,290 shares; 2025Q4: 1,267 shares 1,267 $328K 0.02% -23 Timeline EWT 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: 5,132 shares; 2024Q4: 5,132 shares; 2025Q1: 5,132 shares; 2025Q2: 5,132 shares; 2025Q3: 5,132 shares; 2025Q4: 5,132 shares 5,132 $326K 0.02% 0 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,829 shares; 2024Q4: 4,829 shares; 2025Q1: 4,829 shares; 2025Q2: 4,829 shares; 2025Q3: 4,829 shares; 2025Q4: 4,829 shares 4,829 $324K 0.02% 0 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,183 shares 4,183 $324K 0.02% new Timeline JD JD.COM INC More: the full row for JD.COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,252 shares 11,252 $323K 0.02% new Timeline SQM SOCIEDAD QUIMICA Y MINERA DE More: the full row for SOCIEDAD QUIMICA Y MINERA DE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,665 shares; 2025Q4: 4,690 shares 4,690 $323K 0.02% +25 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,104 shares; 2024Q4: 4,023 shares; 2025Q1: 3,816 shares; 2025Q2: 2,926 shares; 2025Q3: 3,621 shares; 2025Q4: 3,055 shares 3,055 $322K 0.02% -566 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 66,140 shares; 2025Q3: not reported; 2025Q4: 129,842 shares 129,842 $321K 0.02% new Timeline M MACYS INC More: the full row for MACYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,563 shares; 2025Q3: 14,495 shares; 2025Q4: 14,531 shares 14,531 $320K 0.02% +36 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: not reported; 2024Q4: not reported; 2025Q1: 4,106 shares; 2025Q2: 2,825 shares; 2025Q3: 4,496 shares; 2025Q4: 3,744 shares 3,744 $320K 0.02% -752 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,363 shares; 2024Q4: 1,926 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,190 shares; 2025Q4: 2,221 shares 2,221 $320K 0.02% +31 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,582 shares; 2024Q4: 4,582 shares; 2025Q1: 4,582 shares; 2025Q2: 4,583 shares; 2025Q3: 4,583 shares; 2025Q4: 4,583 shares 4,583 $319K 0.02% 0 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,420 shares; 2024Q4: 1,420 shares; 2025Q1: 1,420 shares; 2025Q2: 1,420 shares; 2025Q3: 1,420 shares; 2025Q4: 1,420 shares 1,420 $319K 0.02% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 58,865 shares; 2025Q3: 58,865 shares; 2025Q4: 60,090 shares 60,090 $318K 0.02% +1,225 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,412 shares; 2024Q4: 2,412 shares; 2025Q1: 2,412 shares; 2025Q2: 2,412 shares; 2025Q3: 2,412 shares; 2025Q4: 2,412 shares 2,412 $317K 0.02% 0 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,480 shares; 2024Q4: 6,781 shares; 2025Q1: 7,127 shares; 2025Q2: 5,911 shares; 2025Q3: 5,832 shares; 2025Q4: 5,900 shares 5,900 $312K 0.02% +68 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: 1,262 shares; 2024Q4: not reported; 2025Q1: 1,263 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 343 shares 343 $311K 0.02% new 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: 1,197 shares; 2025Q1: 1,253 shares; 2025Q2: not reported; 2025Q3: 1,068 shares; 2025Q4: 1,095 shares 1,095 $310K 0.02% +27 Timeline HOLX HOLOGIC INC More: the full row for HOLOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,955 shares; 2024Q4: 5,427 shares; 2025Q1: 5,976 shares; 2025Q2: 4,115 shares; 2025Q3: 4,135 shares; 2025Q4: 4,149 shares 4,149 $309K 0.02% +14 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,551 shares; 2024Q4: 1,551 shares; 2025Q1: 1,551 shares; 2025Q2: 1,551 shares; 2025Q3: 1,551 shares; 2025Q4: 1,551 shares 1,551 $308K 0.02% 0 Timeline