TEM TEMPUS AI INC More: the full row for TEMPUS AI 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: 6,761,507 shares 6,761,507 $399M 14.66% new 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: 6,845 shares; 2024Q4: 8,917 shares; 2025Q1: 9,779 shares; 2025Q2: 95,033 shares; 2025Q3: 403,589 shares; 2025Q4: 326,715 shares 326,715 $216M 7.92% -76,874 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: 62,046 shares; 2024Q4: 49,877 shares; 2025Q1: 49,422 shares; 2025Q2: 163,146 shares; 2025Q3: 554,147 shares; 2025Q4: 504,131 shares 504,131 $158M 5.79% -50,016 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,866 shares; 2024Q4: 89,630 shares; 2025Q1: 77,592 shares; 2025Q2: 347,789 shares; 2025Q3: 957,827 shares; 2025Q4: 763,656 shares 763,656 $142M 5.23% -194,171 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: 100,546 shares; 2024Q4: 100,707 shares; 2025Q1: 99,389 shares; 2025Q2: 214,392 shares; 2025Q3: 452,111 shares; 2025Q4: 374,087 shares 374,087 $117M 4.31% -78,024 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: 116,813 shares; 2024Q4: 109,155 shares; 2025Q1: 110,935 shares; 2025Q2: 228,720 shares; 2025Q3: 462,703 shares; 2025Q4: 347,754 shares 347,754 $94.5M 3.47% -114,949 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: 55,402 shares; 2024Q4: 53,895 shares; 2025Q1: 51,633 shares; 2025Q2: 118,675 shares; 2025Q3: 243,041 shares; 2025Q4: 168,730 shares 168,730 $81.6M 3% -74,311 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: 240,497 shares; 2024Q4: 213,062 shares; 2025Q1: 213,600 shares; 2025Q2: 226,080 shares; 2025Q3: 292,181 shares; 2025Q4: 278,483 shares 278,483 $73.8M 2.71% -13,698 Timeline TEAM ATLASSIAN CORPORATION More: the full row for ATLASSIAN CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 357,281 shares; 2025Q4: 347,467 shares 347,467 $56.3M 2.07% -9,814 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: 50,516 shares; 2024Q4: 47,695 shares; 2025Q1: 45,604 shares; 2025Q2: 140,560 shares; 2025Q3: 364,398 shares; 2025Q4: 237,703 shares 237,703 $54.9M 2.01% -126,695 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: 3,660 shares; 2024Q4: 3,764 shares; 2025Q1: 4,363 shares; 2025Q2: 16,783 shares; 2025Q3: 43,162 shares; 2025Q4: 107,000 shares 107,000 $48.1M 1.77% +63,838 Timeline IOT SAMSARA INC More: the full row for SAMSARA 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: 13,725 shares; 2025Q3: 1,020,402 shares; 2025Q4: 1,091,876 shares 1,091,876 $38.7M 1.42% +71,474 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: 14,365 shares; 2024Q4: 15,779 shares; 2025Q1: 15,540 shares; 2025Q2: 17,032 shares; 2025Q3: 17,221 shares; 2025Q4: 55,584 shares 55,584 $34.9M 1.28% +38,363 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: 28,574 shares; 2024Q4: 27,236 shares; 2025Q1: 27,497 shares; 2025Q2: 29,500 shares; 2025Q3: 35,670 shares; 2025Q4: 45,140 shares 45,140 $30.8M 1.13% +9,470 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: 7,318 shares; 2024Q4: 5,558 shares; 2025Q1: 5,783 shares; 2025Q2: 51,114 shares; 2025Q3: 122,103 shares; 2025Q4: 84,266 shares 84,266 $29.2M 1.07% -37,837 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: 4,614 shares; 2024Q4: 4,624 shares; 2025Q1: 4,634 shares; 2025Q2: 12,068 shares; 2025Q3: 24,897 shares; 2025Q4: 36,372 shares 36,372 $24.9M 0.91% +11,475 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: 10,037 shares; 2024Q4: 10,987 shares; 2025Q1: 10,964 shares; 2025Q2: 16,624 shares; 2025Q3: 38,191 shares; 2025Q4: 40,182 shares 40,182 $24.7M 0.91% +1,991 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,057 shares; 2024Q4: 2,040 shares; 2025Q1: 4,989 shares; 2025Q2: 12,365 shares; 2025Q3: 60,802 shares; 2025Q4: 61,457 shares 61,457 $24.4M 0.89% +655 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,254 shares; 2024Q4: 3,244 shares; 2025Q1: 3,173 shares; 2025Q2: 11,993 shares; 2025Q3: 26,298 shares; 2025Q4: 19,645 shares 19,645 $21.1M 0.78% -6,653 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: 14,230 shares; 2024Q4: 10,860 shares; 2025Q1: 9,622 shares; 2025Q2: 39,994 shares; 2025Q3: 82,542 shares; 2025Q4: 58,920 shares 58,920 $20.7M 0.76% -23,622 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: 6,219 shares; 2024Q4: 5,634 shares; 2025Q1: 5,745 shares; 2025Q2: 21,388 shares; 2025Q3: 60,177 shares; 2025Q4: 40,020 shares 40,020 $20.1M 0.74% -20,157 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: not reported; 2025Q2: 17,035 shares; 2025Q3: 88,525 shares; 2025Q4: 81,673 shares 81,673 $18.5M 0.68% -6,852 Timeline CRCL CIRCLE INTERNET GROUP INC More: the full row for CIRCLE INTERNET 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: 229,071 shares 229,071 $18.2M 0.67% 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: 1,981 shares; 2024Q4: 1,919 shares; 2025Q1: not reported; 2025Q2: 16,106 shares; 2025Q3: 612,584 shares; 2025Q4: 128,439 shares 128,439 $17.4M 0.64% -484,145 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,346 shares; 2024Q4: 1,367 shares; 2025Q1: 1,123 shares; 2025Q2: 7,324 shares; 2025Q3: 22,898 shares; 2025Q4: 105,849 shares 105,849 $16.2M 0.6% +82,951 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: 29,209 shares; 2024Q4: 30,692 shares; 2025Q1: 31,526 shares; 2025Q2: 47,891 shares; 2025Q3: 75,804 shares; 2025Q4: 50,107 shares 50,107 $16.1M 0.59% -25,697 Timeline RGEF TIDAL TRUST III More: the full row for TIDAL TRUST III Quarterly shares; oldest 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: 360,213 shares; 2025Q4: 406,769 shares 406,769 $12.5M 0.46% +46,556 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,255 shares; 2025Q1: 34,688 shares; 2025Q2: 61,122 shares; 2025Q3: 95,876 shares; 2025Q4: 90,486 shares 90,486 $11.9M 0.44% -5,390 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: 32,770 shares; 2024Q4: 29,656 shares; 2025Q1: 31,109 shares; 2025Q2: 55,005 shares; 2025Q3: 87,880 shares; 2025Q4: 76,896 shares 76,896 $11.8M 0.43% -10,984 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: 18,293 shares; 2024Q4: 19,317 shares; 2025Q1: 21,309 shares; 2025Q2: 20,866 shares; 2025Q3: 24,811 shares; 2025Q4: 23,670 shares 23,670 $11.5M 0.42% -1,141 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: 29,320 shares; 2024Q4: 28,427 shares; 2025Q1: 29,340 shares; 2025Q2: 34,157 shares; 2025Q3: 35,419 shares; 2025Q4: 33,521 shares 33,521 $11.2M 0.41% -1,898 Timeline UPST UPSTART HLDGS INC More: the full row for UPSTART HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,243 shares; 2025Q3: 230,072 shares; 2025Q4: 249,474 shares 249,474 $10.9M 0.4% +19,402 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: 3,773 shares; 2024Q4: 2,637 shares; 2025Q1: 2,622 shares; 2025Q2: 8,200 shares; 2025Q3: 17,165 shares; 2025Q4: 11,919 shares 11,919 $10.3M 0.38% -5,246 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: 1,034 shares; 2024Q4: 907 shares; 2025Q1: 937 shares; 2025Q2: 5,925 shares; 2025Q3: 13,300 shares; 2025Q4: 11,353 shares 11,353 $9.98M 0.37% -1,947 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,259 shares; 2024Q4: 2,089 shares; 2025Q1: 1,989 shares; 2025Q2: 8,940 shares; 2025Q3: 19,993 shares; 2025Q4: 17,491 shares 17,491 $9.91M 0.36% -2,502 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 26,218 shares; 2025Q4: 26,218 shares 26,218 $9.79M 0.36% 0 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: 7,324 shares; 2024Q4: 7,245 shares; 2025Q1: 7,642 shares; 2025Q2: 29,969 shares; 2025Q3: 60,727 shares; 2025Q4: 42,680 shares 42,680 $9.75M 0.36% -18,047 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: 15,269 shares; 2024Q4: 8,775 shares; 2025Q1: 7,469 shares; 2025Q2: 22,515 shares; 2025Q3: 29,116 shares; 2025Q4: 31,854 shares 31,854 $9.68M 0.36% +2,738 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,834 shares; 2024Q4: 79,834 shares; 2025Q1: 79,834 shares; 2025Q2: 79,900 shares; 2025Q3: 79,576 shares; 2025Q4: 77,176 shares 77,176 $9.51M 0.35% -2,400 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: 5,890 shares; 2024Q4: 5,064 shares; 2025Q1: 4,848 shares; 2025Q2: 9,853 shares; 2025Q3: 19,737 shares; 2025Q4: 16,334 shares 16,334 $9.46M 0.35% -3,403 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: 6,985 shares; 2024Q4: 7,814 shares; 2025Q1: 7,624 shares; 2025Q2: 15,088 shares; 2025Q3: 25,188 shares; 2025Q4: 16,169 shares 16,169 $9.23M 0.34% -9,019 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: 38,540 shares; 2025Q3: 81,666 shares; 2025Q4: 80,694 shares 80,694 $9.13M 0.34% -972 Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 52,957 shares; 2025Q3: 39,294 shares; 2025Q4: 38,602 shares 38,602 $8.87M 0.33% -692 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: 39,949 shares; 2024Q4: 42,735 shares; 2025Q1: 42,953 shares; 2025Q2: 70,076 shares; 2025Q3: 120,935 shares; 2025Q4: 78,895 shares 78,895 $8.79M 0.32% -42,040 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: 50,188 shares; 2024Q4: 43,930 shares; 2025Q1: 42,255 shares; 2025Q2: 40,085 shares; 2025Q3: 54,384 shares; 2025Q4: 39,990 shares 39,990 $8.79M 0.32% -14,394 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: 686 shares; 2024Q4: 798 shares; 2025Q1: 506 shares; 2025Q2: 4,854 shares; 2025Q3: 13,826 shares; 2025Q4: 92,381 shares 92,381 $8.66M 0.32% +78,555 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 125,969 shares; 2024Q4: 125,969 shares; 2025Q1: 126,018 shares; 2025Q2: 126,025 shares; 2025Q3: 126,025 shares; 2025Q4: 125,075 shares 125,075 $8.25M 0.3% -950 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: 735 shares; 2024Q4: 980 shares; 2025Q1: 942 shares; 2025Q2: 9,174 shares; 2025Q3: 18,961 shares; 2025Q4: 19,296 shares 19,296 $8.14M 0.3% +335 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6 shares; 2025Q1: 6 shares; 2025Q2: 11 shares; 2025Q3: 15 shares; 2025Q4: 10 shares 10 $7.55M 0.28% -5 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,487 shares; 2024Q4: 10,681 shares; 2025Q1: 11,395 shares; 2025Q2: 17,346 shares; 2025Q3: 27,159 shares; 2025Q4: 23,448 shares 23,448 $7.32M 0.27% -3,711 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: 8,748 shares; 2024Q4: 8,804 shares; 2025Q1: 7,411 shares; 2025Q2: 40,148 shares; 2025Q3: 71,413 shares; 2025Q4: 37,465 shares 37,465 $7.3M 0.27% -33,948 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: 165 shares; 2024Q4: 160 shares; 2025Q1: 170 shares; 2025Q2: 1,025 shares; 2025Q3: 1,751 shares; 2025Q4: 1,357 shares 1,357 $7.27M 0.27% -394 Timeline SHYG 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: 134,921 shares; 2024Q4: not reported; 2025Q1: 14,961 shares; 2025Q2: 40,810 shares; 2025Q3: 137,534 shares; 2025Q4: 167,889 shares 167,889 $7.2M 0.26% +30,355 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: 5,212 shares; 2024Q4: 4,718 shares; 2025Q1: not reported; 2025Q2: 10,544 shares; 2025Q3: 46,626 shares; 2025Q4: 44,331 shares 44,331 $7.14M 0.26% -2,295 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: 9,959 shares; 2024Q4: 9,562 shares; 2025Q1: 9,474 shares; 2025Q2: 17,608 shares; 2025Q3: 29,920 shares; 2025Q4: 21,058 shares 21,058 $6.95M 0.26% -8,862 Timeline EAGL 2023 ETF SERIES TRUST More: the full row for 2023 ETF SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 169,543 shares; 2025Q4: 214,056 shares 214,056 $6.95M 0.26% +44,513 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: 1,641 shares; 2024Q4: 3,641 shares; 2025Q1: 3,758 shares; 2025Q2: 17,491 shares; 2025Q3: 44,192 shares; 2025Q4: 36,621 shares 36,621 $6.75M 0.25% -7,571 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: 4,495 shares; 2024Q4: 2,501 shares; 2025Q1: 2,466 shares; 2025Q2: 15,345 shares; 2025Q3: 32,572 shares; 2025Q4: 19,284 shares 19,284 $6.64M 0.24% -13,288 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,441 shares; 2025Q3: 47,664 shares; 2025Q4: 40,913 shares 40,913 $6.63M 0.24% -6,751 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: 6,619 shares; 2024Q4: 6,902 shares; 2025Q1: 7,159 shares; 2025Q2: 8,854 shares; 2025Q3: 12,138 shares; 2025Q4: 13,926 shares 13,926 $6.59M 0.24% +1,788 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: 42,204 shares; 2024Q4: 35,729 shares; 2025Q1: 36,358 shares; 2025Q2: 92,239 shares; 2025Q3: 158,585 shares; 2025Q4: 117,260 shares 117,260 $6.45M 0.24% -41,325 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,240 shares; 2024Q4: 749 shares; 2025Q1: 784 shares; 2025Q2: 3,682 shares; 2025Q3: 8,375 shares; 2025Q4: 9,626 shares 9,626 $6.38M 0.23% +1,251 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: 43,435 shares; 2024Q4: 38,657 shares; 2025Q1: 39,176 shares; 2025Q2: 65,874 shares; 2025Q3: 133,348 shares; 2025Q4: 82,724 shares 82,724 $6.37M 0.23% -50,624 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: 5,551 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,640 shares; 2025Q3: 50,290 shares; 2025Q4: 35,774 shares 35,774 $6.35M 0.23% -14,516 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,171 shares; 2025Q2: 21,723 shares; 2025Q3: 53,647 shares; 2025Q4: 36,220 shares 36,220 $6.2M 0.23% -17,427 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,715 shares; 2025Q3: 32,354 shares; 2025Q4: 25,451 shares 25,451 $6.17M 0.23% -6,903 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: not reported; 2024Q4: not reported; 2025Q1: 4,121 shares; 2025Q2: 34,095 shares; 2025Q3: 86,997 shares; 2025Q4: 74,664 shares 74,664 $6.1M 0.22% -12,333 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,171 shares; 2025Q3: 14,939 shares; 2025Q4: 12,909 shares 12,909 $6.06M 0.22% -2,030 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,231 shares; 2025Q3: 16,040 shares; 2025Q4: 12,933 shares 12,933 $6.06M 0.22% -3,107 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,205 shares; 2025Q1: 12,061 shares; 2025Q2: 31,844 shares; 2025Q3: 54,110 shares; 2025Q4: 33,786 shares 33,786 $5.86M 0.22% -20,324 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: 5,119 shares; 2024Q4: 2,363 shares; 2025Q1: 2,313 shares; 2025Q2: 8,875 shares; 2025Q3: 18,818 shares; 2025Q4: 18,003 shares 18,003 $5.73M 0.21% -815 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,449 shares; 2025Q3: 27,898 shares; 2025Q4: 25,598 shares 25,598 $5.62M 0.21% -2,300 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: 16,616 shares; 2024Q4: 18,203 shares; 2025Q1: 18,372 shares; 2025Q2: 26,599 shares; 2025Q3: 60,117 shares; 2025Q4: 36,408 shares 36,408 $5.55M 0.2% -23,709 Timeline ASAN ASANA INC More: the full row for ASANA 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: 61,552 shares; 2025Q3: 404,601 shares; 2025Q4: 402,100 shares 402,100 $5.51M 0.2% -2,501 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: 4,245 shares; 2024Q4: 4,234 shares; 2025Q1: 4,386 shares; 2025Q2: 38,328 shares; 2025Q3: 79,837 shares; 2025Q4: 58,755 shares 58,755 $5.48M 0.2% -21,082 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: 13,228 shares; 2024Q4: 16,312 shares; 2025Q1: 17,475 shares; 2025Q2: 36,666 shares; 2025Q3: 62,092 shares; 2025Q4: 38,032 shares 38,032 $5.46M 0.2% -24,060 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 140,451 shares; 2025Q4: 135,251 shares 135,251 $5.35M 0.2% -5,200 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: 3,673 shares; 2024Q4: 6,014 shares; 2025Q1: 6,961 shares; 2025Q2: 43,748 shares; 2025Q3: 86,161 shares; 2025Q4: 44,453 shares 44,453 $5.35M 0.2% -41,708 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: 519 shares; 2024Q4: 463 shares; 2025Q1: 419 shares; 2025Q2: 3,963 shares; 2025Q3: 7,568 shares; 2025Q4: 6,433 shares 6,433 $5.28M 0.19% -1,135 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: 2,043 shares; 2024Q4: 2,050 shares; 2025Q1: 2,063 shares; 2025Q2: 14,113 shares; 2025Q3: 27,343 shares; 2025Q4: 19,018 shares 19,018 $5.16M 0.19% -8,325 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: 8,715 shares; 2024Q4: 9,069 shares; 2025Q1: 9,098 shares; 2025Q2: 22,733 shares; 2025Q3: 50,258 shares; 2025Q4: 23,205 shares 23,205 $4.8M 0.18% -27,053 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,106 shares; 2025Q3: 28,179 shares; 2025Q4: 24,742 shares 24,742 $4.65M 0.17% -3,437 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: 21,463 shares; 2024Q4: 27,747 shares; 2025Q1: 28,977 shares; 2025Q2: 22,577 shares; 2025Q3: 66,413 shares; 2025Q4: 44,077 shares 44,077 $4.64M 0.17% -22,336 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,146 shares; 2025Q3: 8,145 shares; 2025Q4: 7,922 shares 7,922 $4.6M 0.17% -223 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: 11,260 shares; 2024Q4: 8,569 shares; 2025Q1: 6,780 shares; 2025Q2: 27,299 shares; 2025Q3: 66,693 shares; 2025Q4: 36,583 shares 36,583 $4.58M 0.17% -30,110 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,051 shares; 2024Q4: 1,149 shares; 2025Q1: 1,105 shares; 2025Q2: 12,865 shares; 2025Q3: 25,072 shares; 2025Q4: 19,521 shares 19,521 $4.47M 0.16% -5,551 Timeline OPPE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 103,473 shares; 2025Q3: 90,323 shares; 2025Q4: 86,774 shares 86,774 $4.46M 0.16% -3,549 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: 1,884 shares; 2024Q4: 1,847 shares; 2025Q1: 1,820 shares; 2025Q2: 8,935 shares; 2025Q3: 17,294 shares; 2025Q4: 10,220 shares 10,220 $4.36M 0.16% -7,074 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: 1,755 shares; 2024Q4: 1,971 shares; 2025Q1: 2,090 shares; 2025Q2: 13,156 shares; 2025Q3: 25,454 shares; 2025Q4: 18,533 shares 18,533 $4.29M 0.16% -6,921 Timeline LIND LINDBLAD EXPEDITIONS HLDGS I More: the full row for LINDBLAD EXPEDITIONS HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 297,069 shares; 2025Q3: 297,069 shares; 2025Q4: 297,089 shares 297,089 $4.28M 0.16% +20 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,517 shares; 2024Q4: 4,517 shares; 2025Q1: 4,517 shares; 2025Q2: 4,829 shares; 2025Q3: 40,818 shares; 2025Q4: 41,767 shares 41,767 $4.26M 0.16% +949 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,395 shares; 2025Q3: 39,777 shares; 2025Q4: 33,384 shares 33,384 $4.26M 0.16% -6,393 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,196 shares; 2024Q4: 43,984 shares; 2025Q1: 42,595 shares; 2025Q2: 33,495 shares; 2025Q3: 29,624 shares; 2025Q4: 29,519 shares 29,519 $4.24M 0.16% -105 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,835 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 31,216 shares; 2025Q3: 68,363 shares; 2025Q4: 61,879 shares 61,879 $4.15M 0.15% -6,484 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: 5,053 shares; 2024Q4: 6,180 shares; 2025Q1: 5,781 shares; 2025Q2: 3,513 shares; 2025Q3: 7,234 shares; 2025Q4: 4,704 shares 4,704 $4.13M 0.15% -2,530 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: 14,111 shares; 2024Q4: 13,633 shares; 2025Q1: 13,680 shares; 2025Q2: 22,131 shares; 2025Q3: 38,464 shares; 2025Q4: 22,406 shares 22,406 $4.11M 0.15% -16,058 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,373 shares; 2025Q3: 18,415 shares; 2025Q4: 13,773 shares 13,773 $4.08M 0.15% -4,642 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: 21,998 shares; 2024Q4: 26,143 shares; 2025Q1: 27,835 shares; 2025Q2: 33,569 shares; 2025Q3: 59,687 shares; 2025Q4: 42,426 shares 42,426 $4.08M 0.15% -17,261 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 41,408 shares; 2025Q3: 77,980 shares; 2025Q4: 61,523 shares 61,523 $4M 0.15% -16,457 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: 11,899 shares; 2024Q4: 11,899 shares; 2025Q1: 12,607 shares; 2025Q2: 12,646 shares; 2025Q3: 12,546 shares; 2025Q4: 16,194 shares 16,194 $3.99M 0.15% +3,648 Timeline RSMC TIDAL TRUST III More: the full row for TIDAL TRUST III Quarterly shares; oldest 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: 144,387 shares; 2025Q4: 154,865 shares 154,865 $3.91M 0.14% +10,478 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: 33,800 shares; 2024Q4: 34,412 shares; 2025Q1: 45,039 shares; 2025Q2: 41,609 shares; 2025Q3: 84,241 shares; 2025Q4: 61,827 shares 61,827 $3.86M 0.14% -22,414 Timeline DUOL DUOLINGO INC More: the full row for DUOLINGO 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: 10,618 shares; 2025Q3: 24,726 shares; 2025Q4: 21,885 shares 21,885 $3.84M 0.14% -2,841 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: 252 shares; 2025Q1: 254 shares; 2025Q2: 1,945 shares; 2025Q3: 4,916 shares; 2025Q4: 3,579 shares 3,579 $3.83M 0.14% -1,337 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 48,394 shares; 2025Q4: 65,446 shares 65,446 $3.8M 0.14% +17,052 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: 42,125 shares; 2024Q4: 40,977 shares; 2025Q1: 40,509 shares; 2025Q2: 33,788 shares; 2025Q3: 26,022 shares; 2025Q4: 18,602 shares 18,602 $3.56M 0.13% -7,420 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: 11,282 shares; 2024Q4: 11,375 shares; 2025Q1: 12,018 shares; 2025Q2: 39,655 shares; 2025Q3: 82,745 shares; 2025Q4: 50,073 shares 50,073 $3.5M 0.13% -32,672 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,629 shares; 2024Q4: 1,783 shares; 2025Q1: not reported; 2025Q2: 23,989 shares; 2025Q3: 33,946 shares; 2025Q4: 26,197 shares 26,197 $3.44M 0.13% -7,749 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: 4,079 shares; 2024Q4: 4,091 shares; 2025Q1: 4,074 shares; 2025Q2: 9,187 shares; 2025Q3: 17,436 shares; 2025Q4: 11,142 shares 11,142 $3.41M 0.13% -6,294 Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,393 shares; 2024Q4: 73,778 shares; 2025Q1: 60,247 shares; 2025Q2: 65,538 shares; 2025Q3: 90,565 shares; 2025Q4: 132,068 shares 132,068 $3.36M 0.12% +41,503 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: 2,810 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,370 shares; 2025Q3: 11,907 shares; 2025Q4: 9,031 shares 9,031 $3.34M 0.12% -2,876 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,749 shares; 2024Q4: 13,754 shares; 2025Q1: 14,313 shares; 2025Q2: 13,789 shares; 2025Q3: 17,246 shares; 2025Q4: 17,320 shares 17,320 $3.31M 0.12% +74 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: 33,477 shares; 2024Q4: 29,697 shares; 2025Q1: 30,797 shares; 2025Q2: 30,797 shares; 2025Q3: 32,329 shares; 2025Q4: 34,675 shares 34,675 $3.3M 0.12% +2,346 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: 7,698 shares; 2024Q4: 10,370 shares; 2025Q1: 11,399 shares; 2025Q2: 18,507 shares; 2025Q3: 33,977 shares; 2025Q4: 19,230 shares 19,230 $3.29M 0.12% -14,747 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: 29,008 shares; 2024Q4: 29,607 shares; 2025Q1: 29,000 shares; 2025Q2: 30,937 shares; 2025Q3: 32,525 shares; 2025Q4: 35,401 shares 35,401 $3.25M 0.12% +2,876 Timeline SPGP 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: 45,555 shares; 2024Q4: 45,692 shares; 2025Q1: 45,905 shares; 2025Q2: 41,356 shares; 2025Q3: 32,574 shares; 2025Q4: 28,163 shares 28,163 $3.21M 0.12% -4,411 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,286 shares; 2024Q4: 61,215 shares; 2025Q1: 62,817 shares; 2025Q2: 57,505 shares; 2025Q3: 46,816 shares; 2025Q4: 42,665 shares 42,665 $3.2M 0.12% -4,151 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,068 shares; 2024Q4: 25,069 shares; 2025Q1: 25,069 shares; 2025Q2: 25,986 shares; 2025Q3: 22,774 shares; 2025Q4: 22,280 shares 22,280 $3.14M 0.12% -494 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,876 shares; 2024Q4: 26,839 shares; 2025Q1: 26,579 shares; 2025Q2: 23,968 shares; 2025Q3: 18,508 shares; 2025Q4: 17,189 shares 17,189 $3.05M 0.11% -1,319 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: 14,797 shares; 2024Q4: 11,377 shares; 2025Q1: 9,021 shares; 2025Q2: 7,134 shares; 2025Q3: 15,763 shares; 2025Q4: 31,619 shares 31,619 $3.04M 0.11% +15,856 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: 461 shares; 2024Q4: 317 shares; 2025Q1: 312 shares; 2025Q2: 915 shares; 2025Q3: 1,524 shares; 2025Q4: 1,500 shares 1,500 $3.02M 0.11% -24 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,030 shares; 2024Q4: 4,919 shares; 2025Q1: 4,888 shares; 2025Q2: 6,254 shares; 2025Q3: 73,367 shares; 2025Q4: 43,196 shares 43,196 $3M 0.11% -30,171 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: 4,726 shares; 2024Q4: 4,559 shares; 2025Q1: 4,636 shares; 2025Q2: 7,715 shares; 2025Q3: 19,472 shares; 2025Q4: 12,334 shares 12,334 $2.97M 0.11% -7,138 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,350 shares; 2025Q3: 27,509 shares; 2025Q4: 13,886 shares 13,886 $2.97M 0.11% -13,623 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: 11,111 shares; 2024Q4: 12,703 shares; 2025Q1: 13,491 shares; 2025Q2: 15,005 shares; 2025Q3: 22,647 shares; 2025Q4: 14,586 shares 14,586 $2.96M 0.11% -8,061 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: 12,801 shares; 2024Q4: 14,002 shares; 2025Q1: 13,616 shares; 2025Q2: 15,799 shares; 2025Q3: 15,840 shares; 2025Q4: 10,167 shares 10,167 $2.95M 0.11% -5,673 Timeline HIMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 53,557 shares; 2025Q2: 52,135 shares; 2025Q3: 55,282 shares; 2025Q4: 60,287 shares 60,287 $2.93M 0.11% +5,005 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,383 shares; 2025Q3: 18,996 shares; 2025Q4: 12,729 shares 12,729 $2.9M 0.11% -6,267 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: 2,724 shares; 2024Q4: 2,938 shares; 2025Q1: 3,333 shares; 2025Q2: 17,483 shares; 2025Q3: 42,844 shares; 2025Q4: 25,477 shares 25,477 $2.9M 0.11% -17,367 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: 2,794 shares; 2024Q4: not reported; 2025Q1: 3,094 shares; 2025Q2: 21,233 shares; 2025Q3: 54,111 shares; 2025Q4: 35,850 shares 35,850 $2.88M 0.11% -18,261 Timeline AMH AMERICAN HOMES 4 RENT More: the full row for AMERICAN HOMES 4 RENT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,938 shares; 2024Q4: 84,987 shares; 2025Q1: 86,477 shares; 2025Q2: 86,388 shares; 2025Q3: 90,092 shares; 2025Q4: 89,404 shares 89,404 $2.87M 0.11% -688 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: 5,815 shares; 2024Q4: 5,889 shares; 2025Q1: 6,250 shares; 2025Q2: 16,565 shares; 2025Q3: 39,687 shares; 2025Q4: 16,097 shares 16,097 $2.86M 0.11% -23,590 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: 2,116 shares; 2024Q4: 2,707 shares; 2025Q1: 2,778 shares; 2025Q2: 2,522 shares; 2025Q3: 3,547 shares; 2025Q4: 3,689 shares 3,689 $2.78M 0.1% +142 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: 1,111 shares; 2024Q4: 1,009 shares; 2025Q1: not reported; 2025Q2: 2,582 shares; 2025Q3: 8,144 shares; 2025Q4: 5,316 shares 5,316 $2.78M 0.1% -2,828 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: 9,797 shares; 2024Q4: 6,908 shares; 2025Q1: 6,911 shares; 2025Q2: 8,594 shares; 2025Q3: 9,884 shares; 2025Q4: 7,088 shares 7,088 $2.76M 0.1% -2,796 Timeline VUSB 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: not reported; 2024Q4: not reported; 2025Q1: 32,386 shares; 2025Q2: 44,807 shares; 2025Q3: 43,922 shares; 2025Q4: 55,151 shares 55,151 $2.75M 0.1% +11,229 Timeline RUN SUNRUN INC More: the full row for SUNRUN 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: 149,050 shares; 2025Q3: 149,050 shares; 2025Q4: 149,140 shares 149,140 $2.74M 0.1% +90 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: 10,664 shares; 2024Q4: 8,127 shares; 2025Q1: 8,521 shares; 2025Q2: 24,350 shares; 2025Q3: 44,969 shares; 2025Q4: 19,025 shares 19,025 $2.73M 0.1% -25,944 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,559 shares; 2024Q4: 28,516 shares; 2025Q1: 35,700 shares; 2025Q2: 33,952 shares; 2025Q3: 65,925 shares; 2025Q4: 48,972 shares 48,972 $2.63M 0.1% -16,953 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,858 shares; 2025Q3: 22,474 shares; 2025Q4: 24,765 shares 24,765 $2.62M 0.1% +2,291 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,214 shares; 2024Q4: 58,674 shares; 2025Q1: 58,208 shares; 2025Q2: 52,550 shares; 2025Q3: 51,467 shares; 2025Q4: 49,673 shares 49,673 $2.54M 0.09% -1,794 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,688 shares; 2025Q3: 23,590 shares; 2025Q4: 19,307 shares 19,307 $2.49M 0.09% -4,283 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: 4,686 shares; 2024Q4: 4,917 shares; 2025Q1: 4,792 shares; 2025Q2: 7,786 shares; 2025Q3: 12,514 shares; 2025Q4: 12,272 shares 12,272 $2.44M 0.09% -242 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,931 shares; 2025Q3: 16,742 shares; 2025Q4: 11,220 shares 11,220 $2.44M 0.09% -5,522 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,290 shares; 2024Q4: 30,390 shares; 2025Q1: 29,523 shares; 2025Q2: 28,089 shares; 2025Q3: 26,789 shares; 2025Q4: 24,763 shares 24,763 $2.4M 0.09% -2,026 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,591 shares; 2024Q4: 8,651 shares; 2025Q1: 9,130 shares; 2025Q2: 8,964 shares; 2025Q3: 8,572 shares; 2025Q4: 8,482 shares 8,482 $2.37M 0.09% -90 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,345 shares; 2025Q3: 7,341 shares; 2025Q4: 6,506 shares 6,506 $2.34M 0.09% -835 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,583 shares; 2025Q3: 21,235 shares; 2025Q4: 8,204 shares 8,204 $2.34M 0.09% -13,031 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: 2,969 shares; 2024Q4: 2,906 shares; 2025Q1: 1,684 shares; 2025Q2: 7,483 shares; 2025Q3: 17,034 shares; 2025Q4: 7,584 shares 7,584 $2.34M 0.09% -9,450 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,240 shares; 2025Q3: 12,793 shares; 2025Q4: 10,066 shares 10,066 $2.28M 0.08% -2,727 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,991 shares; 2024Q4: not reported; 2025Q1: 25,437 shares; 2025Q2: 27,751 shares; 2025Q3: 27,084 shares; 2025Q4: 25,805 shares 25,805 $2.25M 0.08% -1,279 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: not reported; 2024Q4: not reported; 2025Q1: 2,930 shares; 2025Q2: 6,871 shares; 2025Q3: 18,868 shares; 2025Q4: 8,716 shares 8,716 $2.24M 0.08% -10,152 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: 1,203 shares; 2024Q4: 995 shares; 2025Q1: 773 shares; 2025Q2: 841 shares; 2025Q3: 2,234 shares; 2025Q4: 2,093 shares 2,093 $2.24M 0.08% -141 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,244 shares; 2024Q4: 4,464 shares; 2025Q1: 4,673 shares; 2025Q2: 8,287 shares; 2025Q3: 12,627 shares; 2025Q4: 6,751 shares 6,751 $2.21M 0.08% -5,876 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: 50,662 shares; 2024Q4: 49,881 shares; 2025Q1: 49,858 shares; 2025Q2: 29,375 shares; 2025Q3: 27,562 shares; 2025Q4: 18,255 shares 18,255 $2.19M 0.08% -9,307 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25,851 shares; 2025Q3: 57,169 shares; 2025Q4: 40,883 shares 40,883 $2.18M 0.08% -16,286 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: 2,475 shares; 2024Q4: 2,457 shares; 2025Q1: 2,651 shares; 2025Q2: 10,758 shares; 2025Q3: 19,581 shares; 2025Q4: 9,519 shares 9,519 $2.17M 0.08% -10,062 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: 7,169 shares; 2024Q4: 7,322 shares; 2025Q1: 7,296 shares; 2025Q2: 12,016 shares; 2025Q3: 16,233 shares; 2025Q4: 10,879 shares 10,879 $2.12M 0.08% -5,354 Timeline GSY INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,555 shares; 2025Q4: 42,125 shares 42,125 $2.12M 0.08% +24,570 Timeline BSVO EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 90,597 shares; 2025Q4: 90,597 shares 90,597 $2.11M 0.08% 0 Timeline APPS DIGITAL TURBINE INC More: the full row for DIGITAL TURBINE 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: 406,139 shares; 2025Q4: 406,139 shares 406,139 $2.03M 0.07% 0 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY 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: 2,472 shares; 2025Q3: 5,258 shares; 2025Q4: 3,303 shares 3,303 $2M 0.07% -1,955 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,254 shares; 2024Q4: 36,843 shares; 2025Q1: 35,794 shares; 2025Q2: 19,779 shares; 2025Q3: 18,930 shares; 2025Q4: 18,916 shares 18,916 $1.97M 0.07% -14 Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 80,195 shares; 2025Q3: 111,985 shares; 2025Q4: 115,830 shares 115,830 $1.94M 0.07% +3,845 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,538 shares; 2025Q3: 20,518 shares; 2025Q4: 20,118 shares 20,118 $1.89M 0.07% -400 Timeline VBK 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: 7,765 shares; 2024Q4: 7,788 shares; 2025Q1: 8,057 shares; 2025Q2: 7,958 shares; 2025Q3: 5,984 shares; 2025Q4: 6,202 shares 6,202 $1.87M 0.07% +218 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: 970 shares; 2024Q4: 864 shares; 2025Q1: 954 shares; 2025Q2: 3,356 shares; 2025Q3: 5,588 shares; 2025Q4: 4,162 shares 4,162 $1.85M 0.07% -1,426 Timeline SCHD 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: 3,345 shares; 2024Q4: 10,035 shares; 2025Q1: 10,035 shares; 2025Q2: 12,894 shares; 2025Q3: 71,036 shares; 2025Q4: 67,251 shares 67,251 $1.84M 0.07% -3,785 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,831 shares; 2025Q3: 25,147 shares; 2025Q4: 22,577 shares 22,577 $1.83M 0.07% -2,570 Timeline PGX INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 161,799 shares 161,799 $1.82M 0.07% new 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: 6,976 shares; 2024Q4: 7,901 shares; 2025Q1: 7,889 shares; 2025Q2: 8,180 shares; 2025Q3: 11,580 shares; 2025Q4: 7,050 shares 7,050 $1.82M 0.07% -4,530 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: 1,120 shares; 2024Q4: 1,160 shares; 2025Q1: 1,176 shares; 2025Q2: 3,397 shares; 2025Q3: 5,906 shares; 2025Q4: 3,174 shares 3,174 $1.82M 0.07% -2,732 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,156 shares; 2025Q3: 23,864 shares; 2025Q4: 23,707 shares 23,707 $1.81M 0.07% -157 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: 4,775 shares; 2024Q4: 4,675 shares; 2025Q1: 4,655 shares; 2025Q2: 4,649 shares; 2025Q3: 4,548 shares; 2025Q4: 4,548 shares 4,548 $1.76M 0.06% 0 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: 19,742 shares; 2024Q4: 19,018 shares; 2025Q1: 23,261 shares; 2025Q2: 23,213 shares; 2025Q3: 23,454 shares; 2025Q4: 19,848 shares 19,848 $1.76M 0.06% -3,606 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: 616 shares; 2024Q4: 677 shares; 2025Q1: not reported; 2025Q2: 5,248 shares; 2025Q3: 14,576 shares; 2025Q4: 4,992 shares 4,992 $1.75M 0.06% -9,584 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 133,564 shares; 2025Q1: 130,933 shares; 2025Q2: 104,154 shares; 2025Q3: 52,744 shares; 2025Q4: 34,898 shares 34,898 $1.73M 0.06% -17,846 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: 18,304 shares; 2024Q4: 18,168 shares; 2025Q1: 17,912 shares; 2025Q2: 15,731 shares; 2025Q3: 14,154 shares; 2025Q4: 12,998 shares 12,998 $1.71M 0.06% -1,156 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,058 shares; 2024Q4: 6,025 shares; 2025Q1: 11,843 shares; 2025Q2: 17,592 shares; 2025Q3: 17,229 shares; 2025Q4: 16,880 shares 16,880 $1.69M 0.06% -349 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: 4,032 shares; 2024Q4: 4,032 shares; 2025Q1: 4,032 shares; 2025Q2: 2,853 shares; 2025Q3: 11,936 shares; 2025Q4: 11,936 shares 11,936 $1.69M 0.06% 0 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: 3,861 shares; 2024Q4: 3,433 shares; 2025Q1: not reported; 2025Q2: 3,167 shares; 2025Q3: 14,865 shares; 2025Q4: 11,367 shares 11,367 $1.64M 0.06% -3,498 Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,489 shares 16,489 $1.63M 0.06% new 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 28,152 shares 28,152 $1.61M 0.06% new 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: 7,418 shares; 2025Q3: 9,674 shares; 2025Q4: 10,962 shares 10,962 $1.61M 0.06% +1,288 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: 9,977 shares; 2024Q4: 10,250 shares; 2025Q1: 10,550 shares; 2025Q2: 40,658 shares; 2025Q3: 63,701 shares; 2025Q4: 29,756 shares 29,756 $1.6M 0.06% -33,945 Timeline FTV FORTIVE CORP More: the full row for FORTIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,559 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 29,655 shares; 2025Q4: 28,561 shares 28,561 $1.58M 0.06% -1,094 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 30,896 shares 30,896 $1.56M 0.06% new Timeline USXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,360 shares; 2025Q4: 27,053 shares 27,053 $1.56M 0.06% +16,693 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,452 shares; 2024Q4: 4,422 shares; 2025Q1: 4,259 shares; 2025Q2: 5,430 shares; 2025Q3: 6,324 shares; 2025Q4: 10,398 shares 10,398 $1.5M 0.05% +4,074 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: 5,569 shares; 2024Q4: 5,074 shares; 2025Q1: 3,294 shares; 2025Q2: 2,547 shares; 2025Q3: 5,453 shares; 2025Q4: 6,111 shares 6,111 $1.48M 0.05% +658 Timeline ESGU 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: 1,609 shares; 2025Q1: not reported; 2025Q2: 1,609 shares; 2025Q3: 4,868 shares; 2025Q4: 9,948 shares 9,948 $1.48M 0.05% +5,080 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 21,510 shares; 2025Q2: 23,424 shares; 2025Q3: 244,294 shares; 2025Q4: 61,597 shares 61,597 $1.48M 0.05% -182,697 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,163 shares 15,163 $1.46M 0.05% new Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 67,610 shares; 2025Q4: 72,128 shares 72,128 $1.46M 0.05% +4,518 Timeline LEU CENTRUS ENERGY CORP More: the full row for CENTRUS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,000 shares; 2025Q3: 6,000 shares; 2025Q4: 6,005 shares 6,005 $1.46M 0.05% +5 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,547 shares; 2024Q4: 2,233 shares; 2025Q1: not reported; 2025Q2: 7,573 shares; 2025Q3: 16,163 shares; 2025Q4: 10,580 shares 10,580 $1.44M 0.05% -5,583 Timeline CUE CUE BIOPHARMA INC More: the full row for CUE BIOPHARMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,331,644 shares; 2025Q3: 3,431,644 shares; 2025Q4: 4,631,644 shares 4,631,644 $1.41M 0.05% +1,200,000 Timeline DAWN DAY ONE BIOPHARMACEUTICALS I More: the full row for DAY ONE BIOPHARMACEUTICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 80,000 shares; 2025Q3: 50,000 shares; 2025Q4: 150,030 shares 150,030 $1.4M 0.05% +100,030 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: 1,503 shares; 2024Q4: 2,327 shares; 2025Q1: 2,322 shares; 2025Q2: 3,625 shares; 2025Q3: 5,312 shares; 2025Q4: 3,637 shares 3,637 $1.39M 0.05% -1,675 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,209 shares; 2024Q4: 1,179 shares; 2025Q1: 1,218 shares; 2025Q2: 3,296 shares; 2025Q3: 5,287 shares; 2025Q4: 2,918 shares 2,918 $1.36M 0.05% -2,369 Timeline CWS ADVISORSHARES TR More: the full row for ADVISORSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,223 shares; 2024Q4: 18,699 shares; 2025Q1: 19,190 shares; 2025Q2: 17,997 shares; 2025Q3: 20,768 shares; 2025Q4: 19,675 shares 19,675 $1.35M 0.05% -1,093 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: 8,769 shares; 2024Q4: 9,033 shares; 2025Q1: 9,260 shares; 2025Q2: 22,042 shares; 2025Q3: 35,467 shares; 2025Q4: 11,390 shares 11,390 $1.33M 0.05% -24,077 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,863 shares 16,863 $1.31M 0.05% new Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,689 shares; 2024Q4: 14,992 shares; 2025Q1: 9,443 shares; 2025Q2: 13,932 shares; 2025Q3: 20,267 shares; 2025Q4: 25,533 shares 25,533 $1.3M 0.05% +5,266 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,386 shares; 2025Q3: 12,073 shares; 2025Q4: 9,048 shares 9,048 $1.29M 0.05% -3,025 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: 9,768 shares; 2024Q4: 4,921 shares; 2025Q1: 5,207 shares; 2025Q2: 15,476 shares; 2025Q3: 29,045 shares; 2025Q4: 12,878 shares 12,878 $1.29M 0.05% -16,167 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,645 shares; 2025Q4: 13,645 shares 13,645 $1.28M 0.05% 0 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,794 shares; 2024Q4: 17,794 shares; 2025Q1: 17,794 shares; 2025Q2: 18,771 shares; 2025Q3: 17,894 shares; 2025Q4: 17,883 shares 17,883 $1.28M 0.05% -11 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 31,261 shares; 2025Q3: 92,439 shares; 2025Q4: 34,326 shares 34,326 $1.27M 0.05% -58,113 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,897 shares; 2024Q4: 3,885 shares; 2025Q1: 3,881 shares; 2025Q2: 3,875 shares; 2025Q3: 3,666 shares; 2025Q4: 3,665 shares 3,665 $1.26M 0.05% -1 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: 54,881 shares; 2024Q4: 51,462 shares; 2025Q1: 52,186 shares; 2025Q2: 54,633 shares; 2025Q3: 57,964 shares; 2025Q4: 45,331 shares 45,331 $1.25M 0.05% -12,633 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: not reported; 2024Q4: 1,558 shares; 2025Q1: 1,567 shares; 2025Q2: 5,113 shares; 2025Q3: 12,849 shares; 2025Q4: 8,073 shares 8,073 $1.24M 0.05% -4,776 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,922 shares; 2025Q3: 44,654 shares; 2025Q4: 48,179 shares 48,179 $1.23M 0.05% +3,525 Timeline VERA VERA THERAPEUTICS INC More: the full row for VERA THERAPEUTICS 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: 13,567 shares; 2025Q3: 38,885 shares; 2025Q4: 23,985 shares 23,985 $1.21M 0.04% -14,900 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,146 shares; 2025Q2: 36,247 shares; 2025Q3: 46,998 shares; 2025Q4: 38,914 shares 38,914 $1.19M 0.04% -8,084 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,811 shares; 2024Q4: 2,611 shares; 2025Q1: 2,657 shares; 2025Q2: 7,738 shares; 2025Q3: 11,194 shares; 2025Q4: 4,607 shares 4,607 $1.19M 0.04% -6,587 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,811 shares; 2025Q3: 24,679 shares; 2025Q4: 10,560 shares 10,560 $1.18M 0.04% -14,119 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: 5,328 shares; 2024Q4: 5,345 shares; 2025Q1: 6,251 shares; 2025Q2: 20,906 shares; 2025Q3: 65,155 shares; 2025Q4: 28,956 shares 28,956 $1.18M 0.04% -36,199 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: 25,381 shares; 2024Q4: 24,424 shares; 2025Q1: 25,396 shares; 2025Q2: 27,282 shares; 2025Q3: 27,516 shares; 2025Q4: 33,503 shares 33,503 $1.16M 0.04% +5,987 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: 10,701 shares; 2024Q4: 12,917 shares; 2025Q1: 12,157 shares; 2025Q2: 12,032 shares; 2025Q3: 12,907 shares; 2025Q4: 15,601 shares 15,601 $1.15M 0.04% +2,694 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: 2,978 shares; 2024Q4: 2,841 shares; 2025Q1: 2,987 shares; 2025Q2: 6,148 shares; 2025Q3: 10,202 shares; 2025Q4: 5,434 shares 5,434 $1.13M 0.04% -4,768 Timeline AVIV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,075 shares; 2025Q2: 13,184 shares; 2025Q3: 14,930 shares; 2025Q4: 15,900 shares 15,900 $1.13M 0.04% +970 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: 5,240 shares; 2024Q4: 2,590 shares; 2025Q1: 2,031 shares; 2025Q2: 7,512 shares; 2025Q3: 10,723 shares; 2025Q4: 4,105 shares 4,105 $1.1M 0.04% -6,618 Timeline IBMQ 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: 29,768 shares; 2024Q4: 30,734 shares; 2025Q1: 31,870 shares; 2025Q2: 31,217 shares; 2025Q3: 35,638 shares; 2025Q4: 42,753 shares 42,753 $1.09M 0.04% +7,115 Timeline IBMO 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: 29,674 shares; 2024Q4: 30,641 shares; 2025Q1: 31,764 shares; 2025Q2: 31,114 shares; 2025Q3: 35,527 shares; 2025Q4: 42,646 shares 42,646 $1.09M 0.04% +7,119 Timeline IBMR 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: 29,905 shares; 2024Q4: 30,873 shares; 2025Q1: 32,029 shares; 2025Q2: 31,374 shares; 2025Q3: 35,843 shares; 2025Q4: 42,988 shares 42,988 $1.09M 0.04% +7,145 Timeline IBMP 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: 29,903 shares; 2024Q4: 30,875 shares; 2025Q1: 32,008 shares; 2025Q2: 31,354 shares; 2025Q3: 35,819 shares; 2025Q4: 42,992 shares 42,992 $1.09M 0.04% +7,173 Timeline IBMS 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: 29,234 shares; 2025Q1: 30,395 shares; 2025Q2: 29,899 shares; 2025Q3: 34,163 shares; 2025Q4: 41,404 shares 41,404 $1.08M 0.04% +7,241 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: 13,170 shares; 2024Q4: 12,022 shares; 2025Q1: 11,523 shares; 2025Q2: 11,491 shares; 2025Q3: 10,912 shares; 2025Q4: 9,774 shares 9,774 $1.08M 0.04% -1,138 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: 4,940 shares; 2024Q4: 4,150 shares; 2025Q1: 3,524 shares; 2025Q2: 1,726 shares; 2025Q3: 2,776 shares; 2025Q4: 1,589 shares 1,589 $1.07M 0.04% -1,187 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: 2,807 shares; 2024Q4: 2,781 shares; 2025Q1: 2,913 shares; 2025Q2: 4,441 shares; 2025Q3: 7,367 shares; 2025Q4: 3,679 shares 3,679 $1.06M 0.04% -3,688 Timeline ALKS ALKERMES PLC More: the full row for ALKERMES 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: 18,041 shares; 2025Q4: 37,418 shares 37,418 $1.05M 0.04% +19,377 Timeline CART MAPLEBEAR INC More: the full row for MAPLEBEAR 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: 28,411 shares; 2025Q4: 23,191 shares 23,191 $1.04M 0.04% -5,220 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: 1,339 shares; 2025Q1: not reported; 2025Q2: 4,973 shares; 2025Q3: 11,399 shares; 2025Q4: 7,092 shares 7,092 $1.03M 0.04% -4,307 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: 998 shares; 2024Q4: 1,010 shares; 2025Q1: 1,044 shares; 2025Q2: 2,175 shares; 2025Q3: 3,883 shares; 2025Q4: 2,096 shares 2,096 $1.01M 0.04% -1,787 Timeline SPYD 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: 13,879 shares; 2024Q4: 12,967 shares; 2025Q1: 12,967 shares; 2025Q2: 11,847 shares; 2025Q3: 23,538 shares; 2025Q4: 23,304 shares 23,304 $1.01M 0.04% -234 Timeline PCOR PROCORE TECHNOLOGIES INC More: the full row for PROCORE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,502 shares; 2025Q3: 11,904 shares; 2025Q4: 13,643 shares 13,643 $992K 0.04% +1,739 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,015 shares; 2025Q4: 12,390 shares 12,390 $975K 0.04% +4,375 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 824 shares; 2025Q1: not reported; 2025Q2: 1,897 shares; 2025Q3: 4,369 shares; 2025Q4: 1,487 shares 1,487 $972K 0.04% -2,882 Timeline RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,469 shares; 2024Q4: 11,557 shares; 2025Q1: 9,011 shares; 2025Q2: 9,670 shares; 2025Q3: 13,835 shares; 2025Q4: 23,932 shares 23,932 $967K 0.04% +10,097 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: 5,959 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,752 shares; 2025Q3: 10,228 shares; 2025Q4: 8,328 shares 8,328 $967K 0.04% -1,900 Timeline PHG KONINKLIJKE PHILIPS N V More: the full row for KONINKLIJKE PHILIPS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,627 shares; 2024Q4: 18,886 shares; 2025Q1: 21,326 shares; 2025Q2: 26,619 shares; 2025Q3: 29,100 shares; 2025Q4: 35,038 shares 35,038 $949K 0.03% +5,938 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: 5,250 shares; 2024Q4: 18,972 shares; 2025Q1: 19,087 shares; 2025Q2: 24,189 shares; 2025Q3: 30,661 shares; 2025Q4: 28,455 shares 28,455 $928K 0.03% -2,206 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,176 shares; 2024Q4: 6,767 shares; 2025Q1: 6,767 shares; 2025Q2: 7,509 shares; 2025Q3: 6,238 shares; 2025Q4: 6,238 shares 6,238 $927K 0.03% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,335 shares; 2025Q3: 45,604 shares; 2025Q4: 22,608 shares 22,608 $907K 0.03% -22,996 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,038 shares; 2025Q3: 20,312 shares; 2025Q4: 10,613 shares 10,613 $894K 0.03% -9,699 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: 2,454 shares; 2024Q4: not reported; 2025Q1: 1,001 shares; 2025Q2: 3,027 shares; 2025Q3: 6,873 shares; 2025Q4: 3,373 shares 3,373 $885K 0.03% -3,500 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,525 shares; 2024Q4: 23,660 shares; 2025Q1: 22,705 shares; 2025Q2: 17,660 shares; 2025Q3: 15,150 shares; 2025Q4: 16,736 shares 16,736 $885K 0.03% +1,586 Timeline PUK PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,632 shares; 2024Q4: 30,777 shares; 2025Q1: 31,730 shares; 2025Q2: 22,106 shares; 2025Q3: 26,618 shares; 2025Q4: 28,300 shares 28,300 $881K 0.03% +1,682 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: 2,999 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,818 shares; 2025Q3: 5,102 shares; 2025Q4: 3,021 shares 3,021 $876K 0.03% -2,081 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: not reported; 2024Q4: not reported; 2025Q1: 2,528 shares; 2025Q2: 13,290 shares; 2025Q3: 27,947 shares; 2025Q4: 10,004 shares 10,004 $872K 0.03% -17,943 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: 12,853 shares; 2024Q4: 10,758 shares; 2025Q1: 13,060 shares; 2025Q2: 14,603 shares; 2025Q3: 14,745 shares; 2025Q4: 17,839 shares 17,839 $864K 0.03% +3,094 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,793 shares; 2024Q4: 5,174 shares; 2025Q1: 5,764 shares; 2025Q2: 8,021 shares; 2025Q3: 8,179 shares; 2025Q4: 10,005 shares 10,005 $863K 0.03% +1,826 Timeline SUSC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,618 shares; 2025Q4: 36,750 shares 36,750 $859K 0.03% +21,132 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,664 shares; 2025Q4: 17,946 shares 17,946 $859K 0.03% +10,282 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,568 shares; 2024Q4: 1,198 shares; 2025Q1: 1,195 shares; 2025Q2: 3,438 shares; 2025Q3: 4,136 shares; 2025Q4: 4,036 shares 4,036 $849K 0.03% -100 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,997 shares; 2025Q3: 23,005 shares; 2025Q4: 5,292 shares 5,292 $849K 0.03% -17,713 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,755 shares; 2025Q3: 20,737 shares; 2025Q4: 10,425 shares 10,425 $848K 0.03% -10,312 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 56,953 shares; 2025Q4: 56,352 shares 56,352 $845K 0.03% -601 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: 9,419 shares; 2024Q4: 10,502 shares; 2025Q1: 10,998 shares; 2025Q2: 10,282 shares; 2025Q3: 11,451 shares; 2025Q4: 13,139 shares 13,139 $841K 0.03% +1,688 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: 12,834 shares; 2025Q4: 14,611 shares 14,611 $840K 0.03% +1,777 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: 8,448 shares; 2024Q4: 6,589 shares; 2025Q1: 6,741 shares; 2025Q2: 9,053 shares; 2025Q3: 27,627 shares; 2025Q4: 10,507 shares 10,507 $834K 0.03% -17,120 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: 3,423 shares; 2025Q2: 11,047 shares; 2025Q3: 10,726 shares; 2025Q4: 10,176 shares 10,176 $826K 0.03% -550 Timeline SLQD 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: 8,067 shares; 2024Q4: 8,038 shares; 2025Q1: 15,927 shares; 2025Q2: 17,596 shares; 2025Q3: 17,267 shares; 2025Q4: 16,156 shares 16,156 $819K 0.03% -1,111 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,629 shares; 2025Q4: 7,564 shares 7,564 $807K 0.03% +935 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: not reported; 2024Q4: not reported; 2025Q1: 8,751 shares; 2025Q2: 8,700 shares; 2025Q3: 8,637 shares; 2025Q4: 10,224 shares 10,224 $806K 0.03% +1,587 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: 3,537 shares; 2024Q4: 3,611 shares; 2025Q1: 3,655 shares; 2025Q2: 6,881 shares; 2025Q3: 14,516 shares; 2025Q4: 6,065 shares 6,065 $805K 0.03% -8,451 Timeline PGNY PROGYNY INC More: the full row for PROGYNY 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: 29,429 shares; 2025Q3: 48,085 shares; 2025Q4: 31,165 shares 31,165 $800K 0.03% -16,920 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,128 shares; 2025Q3: 15,185 shares; 2025Q4: 18,101 shares 18,101 $788K 0.03% +2,916 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,476 shares; 2024Q4: 10,404 shares; 2025Q1: 10,404 shares; 2025Q2: 10,404 shares; 2025Q3: 10,404 shares; 2025Q4: 10,404 shares 10,404 $788K 0.03% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 870 shares; 2025Q3: 2,782 shares; 2025Q4: 1,606 shares 1,606 $787K 0.03% -1,176 Timeline DB DEUTSCHE BK AG More: the full row for DEUTSCHE BK AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,267 shares; 2025Q3: 18,958 shares; 2025Q4: 20,391 shares 20,391 $786K 0.03% +1,433 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: not reported; 2024Q4: not reported; 2025Q1: 903 shares; 2025Q2: 2,187 shares; 2025Q3: 3,313 shares; 2025Q4: 1,529 shares 1,529 $781K 0.03% -1,784 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 59,351 shares; 2025Q4: 49,190 shares 49,190 $780K 0.03% -10,161 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,436 shares; 2025Q3: 12,180 shares; 2025Q4: 6,873 shares 6,873 $771K 0.03% -5,307 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,519 shares; 2025Q3: 6,994 shares; 2025Q4: 2,284 shares 2,284 $769K 0.03% -4,710 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,591 shares; 2024Q4: 850 shares; 2025Q1: 912 shares; 2025Q2: 3,371 shares; 2025Q3: 5,697 shares; 2025Q4: 2,167 shares 2,167 $762K 0.03% -3,530 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: not reported; 2024Q4: not reported; 2025Q1: 993 shares; 2025Q2: 7,780 shares; 2025Q3: 11,011 shares; 2025Q4: 2,561 shares 2,561 $759K 0.03% -8,450 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,293 shares; 2025Q4: 1,807 shares 1,807 $758K 0.03% -486 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: 3,231 shares; 2024Q4: 2,484 shares; 2025Q1: 2,494 shares; 2025Q2: 4,959 shares; 2025Q3: 11,278 shares; 2025Q4: 4,661 shares 4,661 $752K 0.03% -6,617 Timeline NCLO NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 30,000 shares 30,000 $752K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 546 shares; 2025Q3: 1,190 shares; 2025Q4: 561 shares 561 $746K 0.03% -629 Timeline SMMD 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: 20,179 shares; 2024Q4: 18,110 shares; 2025Q1: 17,812 shares; 2025Q2: 17,114 shares; 2025Q3: 11,528 shares; 2025Q4: 9,928 shares 9,928 $744K 0.03% -1,600 Timeline MGC 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: not reported; 2024Q4: not reported; 2025Q1: 2,350 shares; 2025Q2: 2,046 shares; 2025Q3: 3,110 shares; 2025Q4: 2,958 shares 2,958 $743K 0.03% -152 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: 9,923 shares; 2024Q4: 9,584 shares; 2025Q1: 8,623 shares; 2025Q2: 9,937 shares; 2025Q3: 11,424 shares; 2025Q4: 7,443 shares 7,443 $738K 0.03% -3,981 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,925 shares; 2025Q4: 2,486 shares 2,486 $735K 0.03% +561 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 992 shares; 2025Q3: 2,558 shares; 2025Q4: 1,280 shares 1,280 $730K 0.03% -1,278 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,473 shares; 2025Q3: 29,147 shares; 2025Q4: 9,479 shares 9,479 $727K 0.03% -19,668 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,332 shares; 2025Q1: 6,610 shares; 2025Q2: 12,987 shares; 2025Q3: 22,513 shares; 2025Q4: 11,195 shares 11,195 $713K 0.03% -11,318 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,187 shares; 2024Q4: 19,443 shares; 2025Q1: 19,474 shares; 2025Q2: 21,302 shares; 2025Q3: 25,890 shares; 2025Q4: 25,348 shares 25,348 $710K 0.03% -542 Timeline DBX DROPBOX INC More: the full row for DROPBOX 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: 36,570 shares; 2025Q4: 25,268 shares 25,268 $702K 0.03% -11,302 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: not reported; 2024Q4: not reported; 2025Q1: 1,083 shares; 2025Q2: 2,562 shares; 2025Q3: 6,837 shares; 2025Q4: 3,370 shares 3,370 $701K 0.03% -3,467 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: 3,992 shares; 2024Q4: 4,026 shares; 2025Q1: 3,432 shares; 2025Q2: 8,352 shares; 2025Q3: 11,939 shares; 2025Q4: 5,571 shares 5,571 $701K 0.03% -6,368 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: 8,783 shares; 2024Q4: 7,691 shares; 2025Q1: 7,861 shares; 2025Q2: 13,440 shares; 2025Q3: 19,028 shares; 2025Q4: 13,205 shares 13,205 $698K 0.03% -5,823 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: 1,591 shares; 2024Q4: 1,423 shares; 2025Q1: 1,514 shares; 2025Q2: 3,345 shares; 2025Q3: 5,392 shares; 2025Q4: 2,146 shares 2,146 $695K 0.03% -3,246 Timeline UI UBIQUITI INC More: the full row for UBIQUITI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: 1,500 shares; 2025Q1: 1,514 shares; 2025Q2: 1,250 shares; 2025Q3: 1,359 shares; 2025Q4: 1,250 shares 1,250 $692K 0.03% -109 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,404 shares; 2024Q4: 22,678 shares; 2025Q1: 25,240 shares; 2025Q2: 31,865 shares; 2025Q3: 42,283 shares; 2025Q4: 28,720 shares 28,720 $680K 0.02% -13,563 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: 13,777 shares; 2024Q4: 13,649 shares; 2025Q1: 13,591 shares; 2025Q2: 28,023 shares; 2025Q3: 39,407 shares; 2025Q4: 18,749 shares 18,749 $680K 0.02% -20,658 Timeline VOD VODAFONE GROUP PLC More: the full row for VODAFONE 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: not reported; 2025Q3: 56,176 shares; 2025Q4: 51,351 shares 51,351 $678K 0.02% -4,825 Timeline SW SMURFIT WESTROCK PLC More: the full row for SMURFIT WESTROCK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,519 shares; 2024Q4: 12,519 shares; 2025Q1: 7,812 shares; 2025Q2: 14,833 shares; 2025Q3: 16,491 shares; 2025Q4: 17,526 shares 17,526 $678K 0.02% +1,035 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: 7,297 shares; 2024Q4: 3,579 shares; 2025Q1: 3,377 shares; 2025Q2: 3,505 shares; 2025Q3: 9,252 shares; 2025Q4: 9,210 shares 9,210 $677K 0.02% -42 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,042 shares; 2025Q3: 9,824 shares; 2025Q4: 6,543 shares 6,543 $673K 0.02% -3,281 Timeline PML PIMCO MUN INCOME FD II More: the full row for PIMCO MUN INCOME FD II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 40,314 shares; 2025Q4: 88,492 shares 88,492 $667K 0.02% +48,178 Timeline BDYN BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 29,923 shares; 2025Q4: 26,004 shares 26,004 $666K 0.02% -3,919 Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 53,425 shares; 2025Q4: 53,425 shares 53,425 $664K 0.02% 0 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,155 shares; 2025Q3: 9,272 shares; 2025Q4: 9,272 shares 9,272 $662K 0.02% 0 Timeline TECH BIO-TECHNE CORP More: the full row for BIO-TECHNE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,172 shares; 2025Q1: 11,249 shares; 2025Q2: 11,533 shares; 2025Q3: 17,225 shares; 2025Q4: 11,193 shares 11,193 $658K 0.02% -6,032 Timeline NWPX NWPX INFRASTRUCTURE INC More: the full row for NWPX INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,000 shares; 2025Q4: 10,530 shares 10,530 $658K 0.02% +2,530 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: 13,962 shares; 2024Q4: 11,100 shares; 2025Q1: 9,539 shares; 2025Q2: 8,774 shares; 2025Q3: 18,781 shares; 2025Q4: 21,959 shares 21,959 $654K 0.02% +3,178 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: 3,215 shares; 2025Q1: 2,740 shares; 2025Q2: 2,472 shares; 2025Q3: 5,046 shares; 2025Q4: 5,126 shares 5,126 $654K 0.02% +80 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,551 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,510 shares; 2025Q3: 8,020 shares; 2025Q4: 8,427 shares 8,427 $652K 0.02% +407 Timeline FXE INVESCO CURRENCYSHARES EURO More: the full row for INVESCO CURRENCYSHARES EURO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,994 shares; 2025Q3: 5,994 shares; 2025Q4: 5,994 shares 5,994 $650K 0.02% 0 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 553 shares; 2025Q3: 1,693 shares; 2025Q4: 1,037 shares 1,037 $646K 0.02% -656 Timeline MAGS LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,749 shares; 2025Q1: 8,113 shares; 2025Q2: 7,122 shares; 2025Q3: 10,141 shares; 2025Q4: 9,718 shares 9,718 $641K 0.02% -423 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 964 shares; 2025Q3: 2,290 shares; 2025Q4: 935 shares 935 $633K 0.02% -1,355 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: 2,301 shares; 2024Q4: 2,305 shares; 2025Q1: 2,476 shares; 2025Q2: 4,348 shares; 2025Q3: 6,489 shares; 2025Q4: 2,874 shares 2,874 $631K 0.02% -3,615 Timeline CMF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,406 shares; 2025Q3: 23,167 shares; 2025Q4: 10,979 shares 10,979 $631K 0.02% -12,188 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,461 shares; 2025Q3: 4,272 shares; 2025Q4: 3,226 shares 3,226 $630K 0.02% -1,046 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,736 shares; 2025Q3: 3,890 shares; 2025Q4: 1,232 shares 1,232 $629K 0.02% -2,658 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,439 shares; 2024Q4: 3,418 shares; 2025Q1: 3,599 shares; 2025Q2: 4,181 shares; 2025Q3: 5,317 shares; 2025Q4: 3,842 shares 3,842 $627K 0.02% -1,475 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,878 shares; 2025Q2: 5,335 shares; 2025Q3: 12,973 shares; 2025Q4: 5,414 shares 5,414 $624K 0.02% -7,559 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,772 shares; 2025Q3: 25,575 shares; 2025Q4: 6,530 shares 6,530 $623K 0.02% -19,045 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,607 shares; 2025Q4: 3,849 shares 3,849 $622K 0.02% +2,242 Timeline NAN NUVEEN NY DIVI ADV More: the full row for NUVEEN NY DIVI ADV Quarterly shares; oldest 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: 55,058 shares 55,058 $620K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,590 shares; 2025Q3: 9,701 shares; 2025Q4: 6,315 shares 6,315 $613K 0.02% -3,386 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,296 shares 9,296 $608K 0.02% new 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: 536 shares; 2024Q4: not reported; 2025Q1: 159 shares; 2025Q2: 8,367 shares; 2025Q3: 16,856 shares; 2025Q4: 6,613 shares 6,613 $603K 0.02% -10,243 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,149 shares; 2025Q3: 5,737 shares; 2025Q4: 1,697 shares 1,697 $599K 0.02% -4,040 Timeline MOG-A MOOG INC More: the full row for MOOG 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: 3,010 shares; 2025Q4: 2,441 shares 2,441 $595K 0.02% -569 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: 4,564 shares; 2025Q3: 12,263 shares; 2025Q4: 3,437 shares 3,437 $592K 0.02% -8,826 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,808 shares; 2025Q4: 11,808 shares 11,808 $589K 0.02% 0 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,519 shares; 2024Q4: 11,438 shares; 2025Q1: 8,543 shares; 2025Q2: 7,982 shares; 2025Q3: 9,388 shares; 2025Q4: 10,366 shares 10,366 $587K 0.02% +978 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,669 shares; 2024Q4: 1,555 shares; 2025Q1: 1,391 shares; 2025Q2: 2,396 shares; 2025Q3: 5,067 shares; 2025Q4: 2,267 shares 2,267 $587K 0.02% -2,800 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI 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: 5,342 shares; 2025Q4: 3,546 shares 3,546 $579K 0.02% -1,796 Timeline RGA REINSURANCE GROUP AMER INC More: the full row for REINSURANCE GROUP AMER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 941 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,232 shares; 2025Q4: 2,825 shares 2,825 $575K 0.02% -407 Timeline EUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,660 shares; 2025Q4: 13,064 shares 13,064 $574K 0.02% +7,404 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: 2,393 shares; 2024Q4: 2,168 shares; 2025Q1: 2,148 shares; 2025Q2: 9,480 shares; 2025Q3: 21,312 shares; 2025Q4: 4,627 shares 4,627 $568K 0.02% -16,685 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,538 shares; 2025Q4: 3,448 shares 3,448 $559K 0.02% -2,090 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,860 shares; 2025Q3: 4,709 shares; 2025Q4: 3,278 shares 3,278 $555K 0.02% -1,431 Timeline IGEB 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: 10,614 shares; 2025Q2: 11,709 shares; 2025Q3: 11,732 shares; 2025Q4: 12,154 shares 12,154 $555K 0.02% +422 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 451 shares; 2025Q2: 1,765 shares; 2025Q3: 3,332 shares; 2025Q4: 1,222 shares 1,222 $554K 0.02% -2,110 Timeline DXYZ DESTINY TECH100 INC More: the full row for DESTINY TECH100 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: 28,000 shares; 2025Q4: 18,000 shares 18,000 $551K 0.02% -10,000 Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,305 shares; 2025Q3: 23,565 shares; 2025Q4: 8,028 shares 8,028 $549K 0.02% -15,537 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,215 shares; 2024Q4: 1,203 shares; 2025Q1: 1,304 shares; 2025Q2: 1,805 shares; 2025Q3: 4,686 shares; 2025Q4: 2,712 shares 2,712 $546K 0.02% -1,974 Timeline ESAB ESAB CORPORATION More: the full row for ESAB 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: 3,001 shares; 2025Q3: 5,103 shares; 2025Q4: 4,889 shares 4,889 $546K 0.02% -214 Timeline RNG RINGCENTRAL INC More: the full row for RINGCENTRAL 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: 26,028 shares; 2025Q4: 18,846 shares 18,846 $544K 0.02% -7,182 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: 12,715 shares; 2024Q4: 12,127 shares; 2025Q1: 4,062 shares; 2025Q2: 8,313 shares; 2025Q3: 7,659 shares; 2025Q4: 10,697 shares 10,697 $538K 0.02% +3,038 Timeline IUSB 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: 4,978 shares; 2024Q4: 4,978 shares; 2025Q1: 7,159 shares; 2025Q2: 7,626 shares; 2025Q3: 11,320 shares; 2025Q4: 11,354 shares 11,354 $528K 0.02% +34 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 720 shares; 2025Q3: 1,487 shares; 2025Q4: 1,031 shares 1,031 $527K 0.02% -456 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: 6,173 shares; 2024Q4: 5,239 shares; 2025Q1: 4,927 shares; 2025Q2: 9,697 shares; 2025Q3: 10,054 shares; 2025Q4: 5,867 shares 5,867 $525K 0.02% -4,187 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,822 shares 5,822 $524K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,469 shares; 2025Q3: 13,244 shares; 2025Q4: 6,274 shares 6,274 $521K 0.02% -6,970 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,783 shares; 2025Q4: 3,101 shares 3,101 $520K 0.02% -2,682 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: 8,812 shares; 2024Q4: 5,937 shares; 2025Q1: 5,920 shares; 2025Q2: 8,689 shares; 2025Q3: 9,432 shares; 2025Q4: 6,553 shares 6,553 $519K 0.02% -2,879 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: 4,689 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,955 shares; 2025Q4: 3,715 shares 3,715 $512K 0.02% -1,240 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,209 shares; 2025Q1: 4,125 shares; 2025Q2: 5,593 shares; 2025Q3: 12,248 shares; 2025Q4: 9,351 shares 9,351 $512K 0.02% -2,897 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,100 shares; 2025Q3: 6,616 shares; 2025Q4: 3,884 shares 3,884 $507K 0.02% -2,732 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: not reported; 2025Q2: 5,175 shares; 2025Q3: 13,667 shares; 2025Q4: 5,876 shares 5,876 $503K 0.02% -7,791 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,551 shares; 2025Q3: 3,551 shares; 2025Q4: 6,061 shares 6,061 $499K 0.02% +2,510 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,144 shares; 2025Q3: 3,670 shares; 2025Q4: 2,391 shares 2,391 $491K 0.02% -1,279 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,581 shares; 2025Q3: 21,936 shares; 2025Q4: 3,611 shares 3,611 $488K 0.02% -18,325 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: 3,518 shares; 2025Q3: 3,073 shares; 2025Q4: 2,926 shares 2,926 $487K 0.02% -147 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: not reported; 2024Q4: not reported; 2025Q1: 1,543 shares; 2025Q2: 1,471 shares; 2025Q3: 4,216 shares; 2025Q4: 2,657 shares 2,657 $484K 0.02% -1,559 Timeline BLV 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,941 shares 6,941 $483K 0.02% new Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,109 shares; 2024Q4: 5,439 shares; 2025Q1: 5,439 shares; 2025Q2: 4,507 shares; 2025Q3: 4,507 shares; 2025Q4: 4,507 shares 4,507 $481K 0.02% 0 Timeline NTRA NATERA INC More: the full row for NATERA 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: 2,145 shares; 2025Q4: 2,092 shares 2,092 $479K 0.02% -53 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,395 shares; 2025Q3: 6,713 shares; 2025Q4: 2,319 shares 2,319 $476K 0.02% -4,394 Timeline HDV 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: 1,907 shares; 2024Q4: 1,907 shares; 2025Q1: 1,907 shares; 2025Q2: 1,907 shares; 2025Q3: 3,911 shares; 2025Q4: 3,911 shares 3,911 $476K 0.02% 0 Timeline TSLX SIXTH STREET SPECIALTY LENDI More: the full row for SIXTH STREET SPECIALTY LENDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,000 shares; 2025Q4: 21,870 shares 21,870 $475K 0.02% +7,870 Timeline XNEAX NUVEEN AMT FREE QLTY MUN INC More: the full row for NUVEEN AMT FREE QLTY MUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,317 shares; 2024Q4: 71,230 shares; 2025Q1: 60,788 shares; 2025Q2: 51,498 shares; 2025Q3: 45,922 shares; 2025Q4: 40,689 shares 40,689 $473K 0.02% -5,233 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: not reported; 2025Q3: not reported; 2025Q4: 2,759 shares 2,759 $470K 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: 1,648 shares; 2025Q4: 1,166 shares 1,166 $468K 0.02% -482 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 38,952 shares; 2025Q3: 93,081 shares; 2025Q4: 18,597 shares 18,597 $462K 0.02% -74,484 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,945 shares; 2025Q3: 4,159 shares; 2025Q4: 989 shares 989 $462K 0.02% -3,170 Timeline NWG NATWEST GROUP PLC More: the full row for NATWEST GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,884 shares; 2024Q4: 31,532 shares; 2025Q1: 18,636 shares; 2025Q2: 19,624 shares; 2025Q3: 20,567 shares; 2025Q4: 26,313 shares 26,313 $460K 0.02% +5,746 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,002 shares; 2024Q4: 19,356 shares; 2025Q1: 16,401 shares; 2025Q2: 24,012 shares; 2025Q3: 67,239 shares; 2025Q4: 18,456 shares 18,456 $460K 0.02% -48,783 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: 1,266 shares; 2024Q4: 1,232 shares; 2025Q1: 1,317 shares; 2025Q2: 2,324 shares; 2025Q3: 3,704 shares; 2025Q4: 1,859 shares 1,859 $459K 0.02% -1,845 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: 14,047 shares; 2024Q4: 13,703 shares; 2025Q1: 14,725 shares; 2025Q2: 16,071 shares; 2025Q3: 19,018 shares; 2025Q4: 13,000 shares 13,000 $455K 0.02% -6,018 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,589 shares; 2025Q3: 27,038 shares; 2025Q4: 7,553 shares 7,553 $454K 0.02% -19,485 Timeline MT ARCELORMITTAL SA LUXEMBOURG More: the full row for ARCELORMITTAL SA LUXEMBOURG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,899 shares; 2024Q4: 13,583 shares; 2025Q1: 9,576 shares; 2025Q2: 13,317 shares; 2025Q3: 10,312 shares; 2025Q4: 9,773 shares 9,773 $445K 0.02% -539 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,469 shares; 2024Q4: 2,494 shares; 2025Q1: 2,613 shares; 2025Q2: 5,886 shares; 2025Q3: 8,047 shares; 2025Q4: 4,226 shares 4,226 $444K 0.02% -3,821 Timeline NAD NUVEEN QUALITY MUNCP INCOME More: the full row for NUVEEN QUALITY MUNCP INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,999 shares; 2024Q4: 68,935 shares; 2025Q1: 59,526 shares; 2025Q2: 50,113 shares; 2025Q3: 50,329 shares; 2025Q4: 36,814 shares 36,814 $443K 0.02% -13,515 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: 1,141 shares; 2024Q4: 1,152 shares; 2025Q1: 1,347 shares; 2025Q2: 2,128 shares; 2025Q3: 3,149 shares; 2025Q4: 1,497 shares 1,497 $439K 0.02% -1,652 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,740 shares 16,740 $439K 0.02% new Timeline RAL RALLIANT CORP More: the full row for RALLIANT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,584 shares; 2025Q4: 8,623 shares 8,623 $439K 0.02% -2,961 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: 2,171 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,769 shares; 2025Q3: 6,859 shares; 2025Q4: 3,217 shares 3,217 $438K 0.02% -3,642 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,370 shares; 2025Q3: 4,090 shares; 2025Q4: 1,408 shares 1,408 $437K 0.02% -2,682 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,834 shares; 2025Q3: 35,310 shares; 2025Q4: 16,081 shares 16,081 $436K 0.02% -19,229 Timeline USIG 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: 6,967 shares; 2024Q4: 6,967 shares; 2025Q1: 13,001 shares; 2025Q2: 13,966 shares; 2025Q3: 13,973 shares; 2025Q4: 8,208 shares 8,208 $425K 0.02% -5,765 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,606 shares; 2025Q4: 9,117 shares 9,117 $422K 0.02% +1,511 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,000 shares; 2024Q4: 8,239 shares; 2025Q1: 8,106 shares; 2025Q2: 9,086 shares; 2025Q3: 107,003 shares; 2025Q4: 7,799 shares 7,799 $421K 0.02% -99,204 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: not reported; 2025Q1: not reported; 2025Q2: 3,562 shares; 2025Q3: 12,241 shares; 2025Q4: 5,642 shares 5,642 $417K 0.02% -6,599 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: 1,771 shares; 2025Q3: 3,752 shares; 2025Q4: 1,863 shares 1,863 $416K 0.02% -1,889 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: 28,247 shares; 2024Q4: 11,923 shares; 2025Q1: 10,750 shares; 2025Q2: 12,746 shares; 2025Q3: 16,566 shares; 2025Q4: 6,484 shares 6,484 $413K 0.02% -10,082 Timeline VTRS VIATRIS INC More: the full row for VIATRIS 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: 42,157 shares; 2025Q4: 33,035 shares 33,035 $411K 0.02% -9,122 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,302 shares; 2025Q4: 5,302 shares 5,302 $408K 0.01% 0 Timeline BOX BOX INC More: the full row for BOX 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: 13,615 shares; 2025Q4: 13,640 shares 13,640 $408K 0.01% +25 Timeline QS QUANTUMSCAPE CORP More: the full row for QUANTUMSCAPE 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: 44,142 shares; 2025Q3: 65,589 shares; 2025Q4: 39,019 shares 39,019 $407K 0.01% -26,570 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,219 shares; 2025Q3: 34,801 shares; 2025Q4: 10,963 shares 10,963 $406K 0.01% -23,838 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,377 shares; 2025Q3: 4,967 shares; 2025Q4: 2,479 shares 2,479 $403K 0.01% -2,488 Timeline AFRM AFFIRM HLDGS INC More: the full row for AFFIRM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,012 shares; 2025Q3: 14,619 shares; 2025Q4: 5,416 shares 5,416 $403K 0.01% -9,203 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: 8,306 shares; 2024Q4: 7,573 shares; 2025Q1: 7,101 shares; 2025Q2: 12,601 shares; 2025Q3: 17,118 shares; 2025Q4: 4,292 shares 4,292 $402K 0.01% -12,826 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: 15,673 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,824 shares; 2025Q3: 13,953 shares; 2025Q4: 3,400 shares 3,400 $399K 0.01% -10,553 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,499 shares; 2025Q3: 4,432 shares; 2025Q4: 1,854 shares 1,854 $393K 0.01% -2,578 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,765 shares; 2025Q2: 13,699 shares; 2025Q3: 15,780 shares; 2025Q4: 3,093 shares 3,093 $389K 0.01% -12,687 Timeline MSA MSA SAFETY INC More: the full row for MSA SAFETY 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: 3,009 shares; 2025Q4: 2,430 shares 2,430 $389K 0.01% -579 Timeline CZR CAESARS ENTERTAINMENT INC NE More: the full row for CAESARS ENTERTAINMENT INC NE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,682 shares; 2025Q3: 16,720 shares; 2025Q4: 16,559 shares 16,559 $387K 0.01% -161 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: 628 shares; 2024Q4: 585 shares; 2025Q1: 628 shares; 2025Q2: 2,635 shares; 2025Q3: 2,964 shares; 2025Q4: 1,104 shares 1,104 $387K 0.01% -1,860 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,408 shares; 2025Q3: 25,355 shares; 2025Q4: 7,853 shares 7,853 $386K 0.01% -17,502 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,753 shares; 2024Q4: 6,753 shares; 2025Q1: 6,753 shares; 2025Q2: 6,753 shares; 2025Q3: 6,753 shares; 2025Q4: 6,753 shares 6,753 $384K 0.01% 0 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: 5,186 shares; 2025Q3: 5,183 shares; 2025Q4: 7,149 shares 7,149 $383K 0.01% +1,966 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,141 shares; 2025Q4: 5,141 shares 5,141 $381K 0.01% 0 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,437 shares; 2024Q4: 2,388 shares; 2025Q1: 2,501 shares; 2025Q2: 2,705 shares; 2025Q3: 2,811 shares; 2025Q4: 2,358 shares 2,358 $375K 0.01% -453 Timeline AOS SMITH A O CORP More: the full row for SMITH A O CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,141 shares; 2025Q2: 3,993 shares; 2025Q3: 10,008 shares; 2025Q4: 5,599 shares 5,599 $374K 0.01% -4,409 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,797 shares; 2025Q3: 16,492 shares; 2025Q4: 6,403 shares 6,403 $374K 0.01% -10,089 Timeline NPK NATIONAL PRESTO INDS INC More: the full row for NATIONAL PRESTO INDS 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: 2,500 shares; 2025Q4: 3,483 shares 3,483 $372K 0.01% +983 Timeline MMYT MAKEMYTRIP LIMITED MAURITIUS More: the full row for MAKEMYTRIP LIMITED MAURITIUS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,488 shares; 2024Q4: 3,269 shares; 2025Q1: 3,411 shares; 2025Q2: 3,411 shares; 2025Q3: 3,739 shares; 2025Q4: 4,523 shares 4,523 $371K 0.01% +784 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,890 shares; 2025Q3: 1,890 shares; 2025Q4: 2,710 shares 2,710 $371K 0.01% +820 Timeline FLGV FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,066 shares 18,066 $371K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,190 shares; 2025Q3: 17,902 shares; 2025Q4: 4,205 shares 4,205 $368K 0.01% -13,697 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,984 shares; 2024Q4: 2,742 shares; 2025Q1: 2,929 shares; 2025Q2: 4,155 shares; 2025Q3: 8,022 shares; 2025Q4: 5,522 shares 5,522 $366K 0.01% -2,500 Timeline GRAL GRAIL INC More: the full row for GRAIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,864 shares; 2025Q4: 4,258 shares 4,258 $364K 0.01% -606 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: 2,684 shares; 2024Q4: 2,677 shares; 2025Q1: not reported; 2025Q2: 1,942 shares; 2025Q3: 7,216 shares; 2025Q4: 2,246 shares 2,246 $360K 0.01% -4,970 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,137 shares; 2025Q3: 9,003 shares; 2025Q4: 3,283 shares 3,283 $360K 0.01% -5,720 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,788 shares; 2025Q3: 4,599 shares; 2025Q4: 1,148 shares 1,148 $359K 0.01% -3,451 Timeline FLCB FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,527 shares 16,527 $357K 0.01% new Timeline OTF BLUE OWL TECHNOLOGY FIN CORP More: the full row for BLUE OWL TECHNOLOGY FIN 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: 24,533 shares 24,533 $357K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,279 shares; 2025Q3: 7,985 shares; 2025Q4: 3,555 shares 3,555 $348K 0.01% -4,430 Timeline ESGE 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: not reported; 2024Q4: not reported; 2025Q1: 7,149 shares; 2025Q2: 7,371 shares; 2025Q3: 9,101 shares; 2025Q4: 7,854 shares 7,854 $347K 0.01% -1,247 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,531 shares; 2025Q3: 2,536 shares; 2025Q4: 284 shares 284 $345K 0.01% -2,252 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 954 shares; 2025Q3: 970 shares; 2025Q4: 570 shares 570 $344K 0.01% -400 Timeline SNN SMITH & NEPHEW PLC More: the full row for SMITH & NEPHEW PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,494 shares; 2025Q2: 11,867 shares; 2025Q3: 10,529 shares; 2025Q4: 10,466 shares 10,466 $343K 0.01% -63 Timeline VCLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,582 shares; 2025Q1: 4,469 shares; 2025Q2: 5,029 shares; 2025Q3: 4,988 shares; 2025Q4: 4,480 shares 4,480 $340K 0.01% -508 Timeline IGLB 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: 4,700 shares; 2024Q4: 4,700 shares; 2025Q1: 7,387 shares; 2025Q2: 6,692 shares; 2025Q3: 6,637 shares; 2025Q4: 6,725 shares 6,725 $339K 0.01% +88 Timeline TMDX TRANSMEDICS GROUP INC More: the full row for TRANSMEDICS 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: 2,771 shares; 2025Q3: 3,794 shares; 2025Q4: 2,771 shares 2,771 $337K 0.01% -1,023 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: 2,767 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,682 shares; 2025Q3: 5,304 shares; 2025Q4: 1,638 shares 1,638 $335K 0.01% -3,666 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,488 shares; 2025Q3: 10,700 shares; 2025Q4: 3,818 shares 3,818 $333K 0.01% -6,882 Timeline IWO 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: 1,353 shares; 2024Q4: 1,363 shares; 2025Q1: 1,363 shares; 2025Q2: 1,363 shares; 2025Q3: 1,363 shares; 2025Q4: 1,025 shares 1,025 $331K 0.01% -338 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: 939 shares; 2024Q4: 892 shares; 2025Q1: 810 shares; 2025Q2: 1,375 shares; 2025Q3: 2,682 shares; 2025Q4: 932 shares 932 $329K 0.01% -1,750 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,377 shares; 2025Q4: 2,285 shares 2,285 $328K 0.01% -1,092 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: 4,074 shares; 2024Q4: 4,074 shares; 2025Q1: 4,074 shares; 2025Q2: 4,074 shares; 2025Q3: 4,074 shares; 2025Q4: 4,108 shares 4,108 $328K 0.01% +34 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 646 shares; 2025Q2: 2,060 shares; 2025Q3: 3,853 shares; 2025Q4: 1,186 shares 1,186 $326K 0.01% -2,667 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,581 shares; 2025Q4: 2,289 shares 2,289 $316K 0.01% +708 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,408 shares 2,408 $310K 0.01% new Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,351 shares; 2025Q4: 2,323 shares 2,323 $308K 0.01% -1,028 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,423 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,737 shares; 2025Q4: 1,985 shares 1,985 $307K 0.01% +248 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 70,157 shares; 2025Q4: 4,533 shares 4,533 $305K 0.01% -65,624 Timeline RPM RPM INTL INC More: the full row for RPM 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: not reported; 2025Q3: 3,784 shares; 2025Q4: 2,901 shares 2,901 $302K 0.01% -883 Timeline AES AES CORP More: the full row for AES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,447 shares; 2025Q4: 20,867 shares 20,867 $299K 0.01% -580 Timeline OKLO OKLO INC More: the full row for OKLO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,124 shares; 2025Q3: 4,124 shares; 2025Q4: 4,164 shares 4,164 $299K 0.01% +40 Timeline OWL BLUE OWL CAPITAL INC More: the full row for BLUE OWL CAPITAL 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: 20,131 shares; 2025Q4: 19,814 shares 19,814 $296K 0.01% -317 Timeline IJT 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: 2,078 shares; 2024Q4: 2,078 shares; 2025Q1: 2,097 shares; 2025Q2: 4,097 shares; 2025Q3: 4,097 shares; 2025Q4: 2,097 shares 2,097 $296K 0.01% -2,000 Timeline LQDH ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,238 shares; 2025Q2: 2,959 shares; 2025Q3: 3,042 shares; 2025Q4: 3,160 shares 3,160 $295K 0.01% +118 Timeline U UNITY SOFTWARE INC More: the full row for UNITY SOFTWARE 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: 7,470 shares; 2025Q4: 6,661 shares 6,661 $294K 0.01% -809 Timeline OPEN OPENDOOR TECHNOLOGIES INC More: the full row for OPENDOOR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 102,129 shares; 2025Q3: 53,429 shares; 2025Q4: 50,361 shares 50,361 $294K 0.01% -3,068 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,220 shares; 2025Q3: 6,969 shares; 2025Q4: 4,417 shares 4,417 $294K 0.01% -2,552 Timeline FLR FLUOR CORP More: the full row for FLUOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,000 shares; 2025Q4: 7,330 shares 7,330 $290K 0.01% +2,330 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 887 shares; 2024Q4: 834 shares; 2025Q1: not reported; 2025Q2: 1,762 shares; 2025Q3: 3,972 shares; 2025Q4: 1,352 shares 1,352 $290K 0.01% -2,620 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: 1,269 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,093 shares; 2025Q4: 376 shares 376 $290K 0.01% -717 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 103 shares; 2025Q3: 255 shares; 2025Q4: 84 shares 84 $285K 0.01% -171 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,524 shares; 2025Q3: 5,564 shares; 2025Q4: 1,741 shares 1,741 $283K 0.01% -3,823 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,725 shares; 2025Q3: 7,280 shares; 2025Q4: 1,370 shares 1,370 $281K 0.01% -5,910 Timeline ALC ALCON AG More: the full row for ALCON AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,524 shares; 2025Q4: 3,554 shares 3,554 $280K 0.01% +30 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,713 shares; 2025Q3: 3,831 shares; 2025Q4: 1,427 shares 1,427 $277K 0.01% -2,404 Timeline WTW WILLIS TOWERS WATSON PLC LTD More: the full row for WILLIS TOWERS WATSON PLC LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,898 shares; 2025Q4: 835 shares 835 $274K 0.01% -1,063 Timeline WIX WIX COM LTD More: the full row for WIX COM 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: 2,631 shares; 2025Q3: 2,686 shares; 2025Q4: 2,639 shares 2,639 $274K 0.01% -47 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,535 shares; 2025Q3: 14,944 shares; 2025Q4: 2,736 shares 2,736 $273K 0.01% -12,208 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 705 shares; 2025Q3: 566 shares; 2025Q4: 566 shares 566 $272K 0.01% 0 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,391 shares; 2025Q3: 1,948 shares; 2025Q4: 1,753 shares 1,753 $272K 0.01% -195 Timeline ESP ESPEY MFG & ELECTRS CORP More: the full row for ESPEY MFG & ELECTRS 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: 5,670 shares 5,670 $267K 0.01% new Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,634 shares; 2025Q3: 2,654 shares; 2025Q4: 2,767 shares 2,767 $266K 0.01% +113 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,242 shares; 2025Q4: 10,048 shares 10,048 $264K 0.01% -3,194 Timeline PATH UIPATH INC More: the full row for UIPATH 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: 56,133 shares; 2025Q4: 16,108 shares 16,108 $264K 0.01% -40,025 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,908 shares; 2025Q3: 5,094 shares; 2025Q4: 5,163 shares 5,163 $261K 0.01% +69 Timeline SCHV 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: 4,419 shares; 2024Q4: 11,257 shares; 2025Q1: 11,257 shares; 2025Q2: 8,900 shares; 2025Q3: 7,831 shares; 2025Q4: 8,675 shares 8,675 $257K 0.01% +844 Timeline CFR CULLEN FROST BANKERS INC More: the full row for CULLEN FROST BANKERS 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: 2,046 shares; 2025Q4: 2,028 shares 2,028 $257K 0.01% -18 Timeline RBRK RUBRIK INC. More: the full row for RUBRIK 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: 3,349 shares; 2025Q4: 3,349 shares 3,349 $256K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,438 shares; 2025Q3: 14,446 shares; 2025Q4: 2,308 shares 2,308 $255K 0.01% -12,138 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS 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: 2,679 shares; 2025Q4: 2,057 shares 2,057 $253K 0.01% -622 Timeline COUR COURSERA INC More: the full row for COURSERA 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: 34,290 shares; 2025Q3: 43,589 shares; 2025Q4: 34,320 shares 34,320 $253K 0.01% -9,269 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,589 shares; 2025Q3: 3,378 shares; 2025Q4: 872 shares 872 $252K 0.01% -2,506 Timeline OSK OSHKOSH CORP More: the full row for OSHKOSH 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: 2,459 shares; 2025Q4: 1,992 shares 1,992 $250K 0.01% -467 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,705 shares; 2025Q4: 2,129 shares 2,129 $250K 0.01% -7,576 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,711 shares; 2025Q3: 4,243 shares; 2025Q4: 910 shares 910 $249K 0.01% -3,333 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE 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: 2,502 shares; 2025Q4: 1,529 shares 1,529 $246K 0.01% -973 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: 924 shares; 2024Q4: 859 shares; 2025Q1: 696 shares; 2025Q2: 621 shares; 2025Q3: 818 shares; 2025Q4: 662 shares 662 $245K 0.01% -156 Timeline GXO GXO LOGISTICS INCORPORATED More: the full row for GXO LOGISTICS INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,500 shares; 2025Q4: 4,630 shares 4,630 $244K 0.01% -1,870 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,299 shares; 2025Q4: 2,859 shares 2,859 $243K 0.01% -2,440 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,867 shares; 2024Q4: 2,867 shares; 2025Q1: 2,867 shares; 2025Q2: 1,436 shares; 2025Q3: 3,007 shares; 2025Q4: 1,436 shares 1,436 $241K 0.01% -1,571 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: 968 shares; 2024Q4: 988 shares; 2025Q1: 952 shares; 2025Q2: 3,759 shares; 2025Q3: 6,153 shares; 2025Q4: 1,281 shares 1,281 $238K 0.01% -4,872 Timeline BYD BOYD GAMING CORP More: the full row for BOYD GAMING CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,229 shares; 2025Q1: 4,921 shares; 2025Q2: 4,474 shares; 2025Q3: 11,042 shares; 2025Q4: 2,771 shares 2,771 $236K 0.01% -8,271 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,421 shares; 2025Q3: 13,422 shares; 2025Q4: 3,770 shares 3,770 $236K 0.01% -9,652 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 511 shares; 2025Q3: 885 shares; 2025Q4: 291 shares 291 $236K 0.01% -594 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: not reported; 2024Q4: 914 shares; 2025Q1: not reported; 2025Q2: 1,077 shares; 2025Q3: 1,330 shares; 2025Q4: 1,962 shares 1,962 $234K 0.01% +632 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: 15,402 shares; 2024Q4: 14,003 shares; 2025Q1: 12,301 shares; 2025Q2: 37,284 shares; 2025Q3: 60,001 shares; 2025Q4: 7,799 shares 7,799 $233K 0.01% -52,202 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,682 shares; 2025Q3: 8,597 shares; 2025Q4: 2,932 shares 2,932 $231K 0.01% -5,665 Timeline GTLB GITLAB INC More: the full row for GITLAB 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: 18,994 shares; 2025Q4: 6,153 shares 6,153 $231K 0.01% -12,841 Timeline VVR INVESCO SR INCOME TR More: the full row for INVESCO SR INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 69,684 shares 69,684 $228K 0.01% new 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: 3,484 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,399 shares; 2025Q3: 10,472 shares; 2025Q4: 2,860 shares 2,860 $226K 0.01% -7,612 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,825 shares; 2025Q2: 2,028 shares; 2025Q3: 2,052 shares; 2025Q4: 2,044 shares 2,044 $225K 0.01% -8 Timeline