TEVA TEVA PHARMACEUTICAL INDS LTD More: the full row for TEVA PHARMACEUTICAL INDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,698 shares; 2024Q4: 11,140 shares; 2025Q1: 22,055,547 shares; 2025Q2: 33,390,327 shares; 2025Q3: 37,696,690 shares; 2025Q4: 44,951,773 shares 44,951,773 $1.4B 12.15% +7,255,083 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: 2,909,369 shares; 2024Q4: 2,908,109 shares; 2025Q1: 2,910,865 shares; 2025Q2: 2,056,721 shares; 2025Q3: 3,148,378 shares; 2025Q4: 4,224,401 shares 4,224,401 $654M 5.66% +1,076,023 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: 767,257 shares; 2024Q4: 764,672 shares; 2025Q1: 803,032 shares; 2025Q2: 792,974 shares; 2025Q3: 1,560,215 shares; 2025Q4: 1,578,043 shares 1,578,043 $494M 4.28% +17,828 Timeline NVMI NOVA LTD More: the full row for NOVA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,157,710 shares; 2024Q4: 1,169,625 shares; 2025Q1: 1,212,485 shares; 2025Q2: 1,342,169 shares; 2025Q3: 1,428,607 shares; 2025Q4: 1,468,863 shares 1,468,863 $482M 4.18% +40,256 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: 140,462 shares; 2024Q4: 343,206 shares; 2025Q1: 356,017 shares; 2025Q2: 380,768 shares; 2025Q3: 463,472 shares; 2025Q4: 1,198,897 shares 1,198,897 $432M 3.74% +735,425 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,022,706 shares; 2024Q4: 1,705,408 shares; 2025Q1: 2,183,259 shares; 2025Q2: 2,000,895 shares; 2025Q3: 2,149,498 shares; 2025Q4: 2,908,013 shares 2,908,013 $419M 3.63% +758,515 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: 1,900 shares; 2024Q4: not reported; 2025Q1: 421,680 shares; 2025Q2: 440,838 shares; 2025Q3: 1,198,764 shares; 2025Q4: 1,206,849 shares 1,206,849 $367M 3.18% +8,085 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: 488,509 shares; 2024Q4: 476,484 shares; 2025Q1: 463,790 shares; 2025Q2: 461,063 shares; 2025Q3: 1,560,819 shares; 2025Q4: 1,769,941 shares 1,769,941 $330M 2.86% +209,122 Timeline CLIP GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,000,000 shares 3,000,000 $301M 2.61% new 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: 584,326 shares; 2024Q4: 581,765 shares; 2025Q1: 616,511 shares; 2025Q2: 617,777 shares; 2025Q3: 1,296,440 shares; 2025Q4: 1,298,444 shares 1,298,444 $300M 2.6% +2,004 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,833,801 shares; 2024Q4: 6,834,131 shares; 2025Q1: 6,834,694 shares; 2025Q2: 4,544,694 shares; 2025Q3: 4,544,331 shares; 2025Q4: 6,239,139 shares 6,239,139 $299M 2.59% +1,694,808 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: 67,124 shares; 2024Q4: 67,085 shares; 2025Q1: 481,155 shares; 2025Q2: 481,594 shares; 2025Q3: 484,610 shares; 2025Q4: 2,480,601 shares 2,480,601 $296M 2.57% +1,995,991 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: 14,985 shares; 2024Q4: 5,158 shares; 2025Q1: 286,614 shares; 2025Q2: 298,653 shares; 2025Q3: 574,878 shares; 2025Q4: 568,062 shares 568,062 $275M 2.38% -6,816 Timeline TSEM TOWER SEMICONDUCTOR LTD More: the full row for TOWER SEMICONDUCTOR LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,899,897 shares; 2024Q4: 3,544,897 shares; 2025Q1: 2,318,330 shares; 2025Q2: 2,318,330 shares; 2025Q3: 2,318,130 shares; 2025Q4: 2,318,130 shares 2,318,130 $272M 2.36% 0 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,050,269 shares; 2024Q4: 2,329,763 shares; 2025Q1: 2,330,103 shares; 2025Q2: 2,326,429 shares; 2025Q3: 1,741,112 shares; 2025Q4: 6,215,695 shares 6,215,695 $265M 2.3% +4,474,583 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: 163,993 shares; 2024Q4: 674,791 shares; 2025Q1: 726,684 shares; 2025Q2: 719,548 shares; 2025Q3: 739,730 shares; 2025Q4: 336,862 shares 336,862 $254M 2.2% -402,868 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,037,000 shares; 2025Q4: 1,527,000 shares 1,527,000 $234M 2.02% +490,000 Timeline FCOM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,025,192 shares; 2025Q2: 2,484,280 shares; 2025Q3: 2,706,109 shares; 2025Q4: 2,990,672 shares 2,990,672 $219M 1.9% +284,563 Timeline IAI 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: 640,000 shares; 2025Q2: 640,000 shares; 2025Q3: 640,000 shares; 2025Q4: 1,178,736 shares 1,178,736 $211M 1.83% +538,736 Timeline CAMT CAMTEK LTD More: the full row for CAMTEK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 882,165 shares; 2024Q4: 963,874 shares; 2025Q1: 980,074 shares; 2025Q2: 942,074 shares; 2025Q3: 1,061,139 shares; 2025Q4: 1,665,236 shares 1,665,236 $177M 1.53% +604,097 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: 96,373 shares; 2024Q4: 79,582 shares; 2025Q1: 161,788 shares; 2025Q2: 157,839 shares; 2025Q3: 461,172 shares; 2025Q4: 456,410 shares 456,410 $158M 1.37% -4,762 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: 51 shares; 2024Q4: 49 shares; 2025Q1: 3,042 shares; 2025Q2: 3,000 shares; 2025Q3: 164,900 shares; 2025Q4: 354,720 shares 354,720 $149M 1.29% +189,820 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: 230 shares; 2024Q4: 219 shares; 2025Q1: 3,501 shares; 2025Q2: 3,335 shares; 2025Q3: 190,935 shares; 2025Q4: 662,603 shares 662,603 $145M 1.26% +471,668 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: 12,266 shares; 2024Q4: 16,172 shares; 2025Q1: 15,466 shares; 2025Q2: 15,211 shares; 2025Q3: 303,821 shares; 2025Q4: 1,049,784 shares 1,049,784 $143M 1.24% +745,963 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: 501 shares; 2024Q4: not reported; 2025Q1: 3,329 shares; 2025Q2: 2,436 shares; 2025Q3: 5,460 shares; 2025Q4: 458,526 shares 458,526 $141M 1.22% +453,066 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: 1,299 shares; 2024Q4: 598 shares; 2025Q1: 391,779 shares; 2025Q2: 391,475 shares; 2025Q3: 392,575 shares; 2025Q4: 721,851 shares 721,851 $141M 1.22% +329,276 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: 817 shares; 2024Q4: 386 shares; 2025Q1: 81 shares; 2025Q2: 236 shares; 2025Q3: 198 shares; 2025Q4: 158,372 shares 158,372 $139M 1.21% +158,174 Timeline ENLT ENLIGHT RENEWABLE ENERGY LTD More: the full row for ENLIGHT RENEWABLE ENERGY LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,619,180 shares; 2024Q4: 2,619,180 shares; 2025Q1: 2,619,180 shares; 2025Q2: 2,619,180 shares; 2025Q3: 2,722,610 shares; 2025Q4: 2,722,610 shares 2,722,610 $124M 1.07% 0 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,400 shares; 2024Q4: 25,268 shares; 2025Q1: 36,109 shares; 2025Q2: 92,758 shares; 2025Q3: 170,422 shares; 2025Q4: 181,970 shares 181,970 $120M 1.04% +11,548 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 265 shares; 2025Q4: 1,850,265 shares 1,850,265 $120M 1.04% +1,850,000 Timeline MISL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,800,000 shares 2,800,000 $120M 1.04% new Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,068,350 shares; 2024Q4: 2,069,611 shares; 2025Q1: 2,070,939 shares; 2025Q2: 926,074 shares; 2025Q3: 933,227 shares; 2025Q4: 933,568 shares 933,568 $110M 0.95% +341 Timeline NICE NICE LTD More: the full row for NICE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,250 shares; 2024Q4: not reported; 2025Q1: 638,809 shares; 2025Q2: 638,809 shares; 2025Q3: 646,979 shares; 2025Q4: 880,059 shares 880,059 $99.5M 0.86% +233,080 Timeline IYC 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: 1,316,435 shares; 2025Q2: 1,593,101 shares; 2025Q3: 1,837,118 shares; 2025Q4: 939,199 shares 939,199 $96.9M 0.84% -897,919 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: 624,531 shares; 2024Q4: 626,881 shares; 2025Q1: 625,875 shares; 2025Q2: 346,027 shares; 2025Q3: 354,218 shares; 2025Q4: 355,716 shares 355,716 $96.7M 0.84% +1,498 Timeline ORA ORMAT TECHNOLOGIES INC More: the full row for ORMAT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 713 shares; 2024Q4: 350 shares; 2025Q1: 956,233 shares; 2025Q2: 865,280 shares; 2025Q3: 865,280 shares; 2025Q4: 865,280 shares 865,280 $95.6M 0.83% 0 Timeline XME 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: 935,500 shares; 2024Q4: 935,500 shares; 2025Q1: 935,500 shares; 2025Q2: 935,500 shares; 2025Q3: 921,500 shares; 2025Q4: 921,500 shares 921,500 $95.5M 0.83% 0 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: 219 shares; 2025Q2: not reported; 2025Q3: 52,624 shares; 2025Q4: 201,131 shares 201,131 $94.5M 0.82% +148,507 Timeline GLBE GLOBAL E ONLINE LTD More: the full row for GLOBAL E ONLINE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 499,503 shares; 2024Q4: 499,503 shares; 2025Q1: 573,394 shares; 2025Q2: 1,253,732 shares; 2025Q3: 1,550,667 shares; 2025Q4: 2,041,555 shares 2,041,555 $80.3M 0.69% +490,888 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: 61,822 shares; 2024Q4: 68,955 shares; 2025Q1: 67,885 shares; 2025Q2: 54,827 shares; 2025Q3: 59,135 shares; 2025Q4: 1,393,205 shares 1,393,205 $76.6M 0.66% +1,334,070 Timeline EPI 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: 1,621,500 shares; 2024Q4: 1,621,500 shares; 2025Q1: 1,621,500 shares; 2025Q2: 1,621,500 shares; 2025Q3: 1,621,500 shares; 2025Q4: 1,621,500 shares 1,621,500 $75.1M 0.65% 0 Timeline MGIC MAGIC SOFTWARE ENTERPRISES More: the full row for MAGIC SOFTWARE ENTERPRISES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,764,487 shares; 2025Q2: 2,764,487 shares; 2025Q3: 2,764,487 shares; 2025Q4: 2,767,656 shares 2,767,656 $71.3M 0.62% +3,169 Timeline COPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 770,000 shares 770,000 $56.2M 0.49% new 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: 9,982 shares; 2024Q4: 11,577 shares; 2025Q1: 11,242 shares; 2025Q2: 10,308 shares; 2025Q3: 14,513 shares; 2025Q4: 173,319 shares 173,319 $55.8M 0.48% +158,806 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: 2,234 shares; 2024Q4: 149,974 shares; 2025Q1: 257,378 shares; 2025Q2: 277,803 shares; 2025Q3: 280,266 shares; 2025Q4: 283,211 shares 283,211 $55.2M 0.48% +2,945 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: 68,331 shares; 2024Q4: 68,859 shares; 2025Q1: 66,954 shares; 2025Q2: 116,365 shares; 2025Q3: 134,395 shares; 2025Q4: 74,859 shares 74,859 $51.1M 0.44% -59,536 Timeline ESLT ELBIT SYS LTD More: the full row for ELBIT SYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,560 shares; 2024Q4: 22,560 shares; 2025Q1: 21,283 shares; 2025Q2: 10,883 shares; 2025Q3: 10,883 shares; 2025Q4: 88,075 shares 88,075 $50.9M 0.44% +77,192 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: 6,000 shares; 2024Q4: not reported; 2025Q1: 380,832 shares; 2025Q2: 376,954 shares; 2025Q3: 678,965 shares; 2025Q4: 578,965 shares 578,965 $49.2M 0.43% -100,000 Timeline RSPD 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: 1,878,902 shares; 2024Q4: 1,999,771 shares; 2025Q1: 507,341 shares; 2025Q2: 645,873 shares; 2025Q3: 720,557 shares; 2025Q4: 824,352 shares 824,352 $47M 0.41% +103,795 Timeline ETOR ETORO GROUP LTD More: the full row for ETORO GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,227,898 shares 1,227,898 $43.1M 0.37% new 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: 67,574 shares; 2024Q4: 67,614 shares; 2025Q1: 66,841 shares; 2025Q2: 70,965 shares; 2025Q3: 72,980 shares; 2025Q4: 68,947 shares 68,947 $42.4M 0.37% -4,033 Timeline SOLAREDGE TECHNOLOGIES INC SOLAREDGE TECHNOLOGIES INC More: the full row for SOLAREDGE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,000,000 shares; 2025Q4: 31,200,000 shares 31,200,000 $37.5M 0.32% +19,200,000 PERI PERION NETWORK LTD More: the full row for PERION NETWORK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,510,913 shares; 2024Q4: 3,510,913 shares; 2025Q1: 3,478,513 shares; 2025Q2: 3,478,513 shares; 2025Q3: 3,478,513 shares; 2025Q4: 3,478,513 shares 3,478,513 $33.3M 0.29% 0 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: not reported; 2024Q4: not reported; 2025Q1: 317,050 shares; 2025Q2: 318,275 shares; 2025Q3: 297,134 shares; 2025Q4: 297,134 shares 297,134 $32.7M 0.28% 0 Timeline MBLY MOBILEYE GLOBAL INC More: the full row for MOBILEYE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,904 shares; 2025Q1: 6,053 shares; 2025Q2: not reported; 2025Q3: 2,880,333 shares; 2025Q4: 2,880,333 shares 2,880,333 $30.1M 0.26% 0 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: 12,705 shares; 2024Q4: 1,490 shares; 2025Q1: 152,333 shares; 2025Q2: 144,969 shares; 2025Q3: 159,639 shares; 2025Q4: 156,476 shares 156,476 $28.8M 0.25% -3,163 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 104,900 shares; 2025Q2: 104,900 shares; 2025Q3: 104,900 shares; 2025Q4: 104,900 shares 104,900 $23.6M 0.2% 0 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,938 shares; 2024Q4: 13,938 shares; 2025Q1: 13,938 shares; 2025Q2: 276,738 shares; 2025Q3: 320,238 shares; 2025Q4: 320,238 shares 320,238 $23.5M 0.2% 0 Timeline VOX 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: 102,700 shares; 2024Q4: 102,700 shares; 2025Q1: 102,700 shares; 2025Q2: 102,700 shares; 2025Q3: 102,700 shares; 2025Q4: 102,700 shares 102,700 $19.9M 0.17% 0 Timeline NYAX NAYAX LTD More: the full row for NAYAX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 380,000 shares; 2024Q4: 380,000 shares; 2025Q1: 380,000 shares; 2025Q2: 380,000 shares; 2025Q3: 380,000 shares; 2025Q4: 380,000 shares 380,000 $19.2M 0.17% 0 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: 47 shares; 2024Q4: 47 shares; 2025Q1: 515 shares; 2025Q2: 1,793 shares; 2025Q3: 777 shares; 2025Q4: 88,509 shares 88,509 $19.2M 0.17% +87,732 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: 420,897 shares; 2024Q4: 441,079 shares; 2025Q1: 452,719 shares; 2025Q2: 344,305 shares; 2025Q3: 358,872 shares; 2025Q4: 99,604 shares 99,604 $18.3M 0.16% -259,268 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,000 shares; 2024Q4: 57,000 shares; 2025Q1: 57,000 shares; 2025Q2: 57,000 shares; 2025Q3: 57,000 shares; 2025Q4: 57,000 shares 57,000 $15.3M 0.13% 0 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: 7,918 shares; 2024Q4: 12,390 shares; 2025Q1: 107,423 shares; 2025Q2: 113,254 shares; 2025Q3: 36,003 shares; 2025Q4: 31,222 shares 31,222 $15.1M 0.13% -4,781 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,165,516 shares; 2024Q4: 2,164,882 shares; 2025Q1: 2,164,752 shares; 2025Q2: 2,162,692 shares; 2025Q3: 2,190,495 shares; 2025Q4: 307,160 shares 307,160 $14M 0.12% -1,883,335 Timeline INMD INMODE LTD More: the full row for INMODE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 899,991 shares; 2024Q4: 899,991 shares; 2025Q1: 899,991 shares; 2025Q2: 899,991 shares; 2025Q3: 899,991 shares; 2025Q4: 899,991 shares 899,991 $13.2M 0.11% 0 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: 92,054 shares; 2024Q4: 82,883 shares; 2025Q1: 85,983 shares; 2025Q2: 80,909 shares; 2025Q3: 88,370 shares; 2025Q4: 40,060 shares 40,060 $12.6M 0.11% -48,310 Timeline ASHR DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,354 shares; 2024Q4: 2,022 shares; 2025Q1: 83,012 shares; 2025Q2: 108,812 shares; 2025Q3: 491,509 shares; 2025Q4: 380,613 shares 380,613 $12.5M 0.11% -110,896 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: 9,059 shares; 2024Q4: 62,788 shares; 2025Q1: 83,409 shares; 2025Q2: 36,225 shares; 2025Q3: 34,305 shares; 2025Q4: 35,516 shares 35,516 $12.4M 0.11% +1,211 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: 12,542 shares; 2024Q4: 20,770 shares; 2025Q1: 28,103 shares; 2025Q2: 34,820 shares; 2025Q3: 41,120 shares; 2025Q4: 36,365 shares 36,365 $12.2M 0.11% -4,755 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,246,701 shares; 2024Q4: 621,543 shares; 2025Q1: 621,512 shares; 2025Q2: 623,088 shares; 2025Q3: 628,152 shares; 2025Q4: 75,364 shares 75,364 $11.7M 0.1% -552,788 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: 20,289 shares; 2024Q4: 30,673 shares; 2025Q1: 42,102 shares; 2025Q2: 52,473 shares; 2025Q3: 62,434 shares; 2025Q4: 54,129 shares 54,129 $11.1M 0.1% -8,305 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: 7,176 shares; 2024Q4: 11,000 shares; 2025Q1: 114,909 shares; 2025Q2: 78,532 shares; 2025Q3: 81,747 shares; 2025Q4: 19,213 shares 19,213 $11M 0.09% -62,534 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: 6,984 shares; 2024Q4: 6,894 shares; 2025Q1: 15,042 shares; 2025Q2: 15,147 shares; 2025Q3: 22,619 shares; 2025Q4: 17,263 shares 17,263 $10.7M 0.09% -5,356 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 153,777 shares; 2024Q4: 154,806 shares; 2025Q1: 116,864 shares; 2025Q2: 119,378 shares; 2025Q3: 128,414 shares; 2025Q4: 128,526 shares 128,526 $10.4M 0.09% +112 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: 154,050 shares; 2024Q4: 160,086 shares; 2025Q1: 155,777 shares; 2025Q2: 156,137 shares; 2025Q3: 156,966 shares; 2025Q4: 29,528 shares 29,528 $10.4M 0.09% -127,438 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: 2,734 shares; 2024Q4: 4,245 shares; 2025Q1: 5,830 shares; 2025Q2: 7,287 shares; 2025Q3: 9,206 shares; 2025Q4: 7,581 shares 7,581 $10.1M 0.09% -1,625 Timeline VCR 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: 25,300 shares; 2024Q4: 25,300 shares; 2025Q1: 25,300 shares; 2025Q2: 25,300 shares; 2025Q3: 25,300 shares; 2025Q4: 25,300 shares 25,300 $9.97M 0.09% 0 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67 shares; 2024Q4: 65 shares; 2025Q1: 369 shares; 2025Q2: 517 shares; 2025Q3: not reported; 2025Q4: 38,311 shares 38,311 $9.31M 0.08% new Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 267 shares; 2025Q1: 858 shares; 2025Q2: 2,744 shares; 2025Q3: 2,898 shares; 2025Q4: 4,531 shares 4,531 $9.12M 0.08% +1,633 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,133 shares; 2024Q4: 15,543 shares; 2025Q1: 16,393 shares; 2025Q2: 16,742 shares; 2025Q3: 11,510 shares; 2025Q4: 15,880 shares 15,880 $8.92M 0.08% +4,370 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: 18,091 shares; 2024Q4: 4,998 shares; 2025Q1: 65,913 shares; 2025Q2: 54,721 shares; 2025Q3: 63,782 shares; 2025Q4: 78,587 shares 78,587 $8.76M 0.08% +14,805 Timeline CHE CHEMED CORP NEW More: the full row for CHEMED CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,912 shares; 2025Q2: 12,402 shares; 2025Q3: 9,374 shares; 2025Q4: 20,009 shares 20,009 $8.56M 0.07% +10,635 Timeline LOPE GRAND CANYON ED INC More: the full row for GRAND CANYON ED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,541 shares; 2024Q4: 44,786 shares; 2025Q1: 45,286 shares; 2025Q2: 37,733 shares; 2025Q3: 32,604 shares; 2025Q4: 50,036 shares 50,036 $8.32M 0.07% +17,432 Timeline ZIM ZIM INTEGRATED SHIPPING SERV More: the full row for ZIM INTEGRATED SHIPPING SERV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,460 shares; 2024Q4: 3,460 shares; 2025Q1: 108,460 shares; 2025Q2: 112,260 shares; 2025Q3: 112,260 shares; 2025Q4: 391,770 shares 391,770 $8.32M 0.07% +279,510 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,289 shares; 2024Q4: 10,685 shares; 2025Q1: 9,975 shares; 2025Q2: 8,926 shares; 2025Q3: 7,933 shares; 2025Q4: 10,097 shares 10,097 $8.28M 0.07% +2,164 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,819 shares; 2024Q4: 21,517 shares; 2025Q1: 19,812 shares; 2025Q2: 19,016 shares; 2025Q3: 16,911 shares; 2025Q4: 24,468 shares 24,468 $8.26M 0.07% +7,557 Timeline PCTY PAYLOCITY HLDG CORP More: the full row for PAYLOCITY HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,924 shares; 2024Q4: 36,315 shares; 2025Q1: 34,210 shares; 2025Q2: 31,210 shares; 2025Q3: 27,713 shares; 2025Q4: 53,964 shares 53,964 $8.23M 0.07% +26,251 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: 89,521 shares; 2024Q4: 185,205 shares; 2025Q1: 194,709 shares; 2025Q2: 210,235 shares; 2025Q3: 175,178 shares; 2025Q4: 280,323 shares 280,323 $8.1M 0.07% +105,145 Timeline LYFT LYFT INC More: the full row for LYFT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,110 shares; 2024Q4: 424,384 shares; 2025Q1: 508,169 shares; 2025Q2: 434,463 shares; 2025Q3: 370,636 shares; 2025Q4: 411,345 shares 411,345 $7.97M 0.07% +40,709 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,807 shares; 2024Q4: 14,918 shares; 2025Q1: 14,574 shares; 2025Q2: 13,383 shares; 2025Q3: 10,706 shares; 2025Q4: 13,004 shares 13,004 $7.96M 0.07% +2,298 Timeline KBWP INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,117,500 shares; 2024Q4: 1,117,500 shares; 2025Q1: 1,117,500 shares; 2025Q2: 1,117,500 shares; 2025Q3: 1,117,500 shares; 2025Q4: 62,500 shares 62,500 $7.96M 0.07% -1,055,000 Timeline NTNX NUTANIX INC More: the full row for NUTANIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,437 shares; 2024Q4: 81,823 shares; 2025Q1: 109,255 shares; 2025Q2: 111,904 shares; 2025Q3: 94,499 shares; 2025Q4: 152,128 shares 152,128 $7.86M 0.07% +57,629 Timeline DOCS DOXIMITY INC More: the full row for DOXIMITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 68,056 shares; 2025Q3: 83,280 shares; 2025Q4: 173,621 shares 173,621 $7.69M 0.07% +90,341 Timeline FEZ SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 156,208 shares; 2024Q4: 152,978 shares; 2025Q1: 175,678 shares; 2025Q2: 179,505 shares; 2025Q3: 112,927 shares; 2025Q4: 115,170 shares 115,170 $7.42M 0.06% +2,243 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: 9,430 shares; 2024Q4: 14,320 shares; 2025Q1: 19,513 shares; 2025Q2: 24,253 shares; 2025Q3: 28,600 shares; 2025Q4: 25,182 shares 25,182 $7.39M 0.06% -3,418 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: 19,483 shares; 2024Q4: 18,944 shares; 2025Q1: 21,251 shares; 2025Q2: 18,738 shares; 2025Q3: 19,486 shares; 2025Q4: 51,976 shares 51,976 $6.25M 0.05% +32,490 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: 101,800 shares; 2024Q4: 38,130 shares; 2025Q1: 40,684 shares; 2025Q2: 35,566 shares; 2025Q3: 28,490 shares; 2025Q4: 34,922 shares 34,922 $6.21M 0.05% +6,432 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,756 shares; 2024Q4: 5,867 shares; 2025Q1: 8,968 shares; 2025Q2: 10,925 shares; 2025Q3: 12,100 shares; 2025Q4: 10,723 shares 10,723 $6.09M 0.05% -1,377 Timeline FFIV F5 INC More: the full row for F5 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 542 shares; 2024Q4: 977 shares; 2025Q1: 1,349 shares; 2025Q2: 11,446 shares; 2025Q3: 20,425 shares; 2025Q4: 22,983 shares 22,983 $5.86M 0.05% +2,558 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: 3,320 shares; 2024Q4: 9,620 shares; 2025Q1: 1,549,000 shares; 2025Q2: 1,636,987 shares; 2025Q3: 716,675 shares; 2025Q4: 54,695 shares 54,695 $5.78M 0.05% -661,980 Timeline PINS PINTEREST INC More: the full row for PINTEREST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,031 shares; 2024Q4: 296,033 shares; 2025Q1: 270,039 shares; 2025Q2: 248,527 shares; 2025Q3: 212,650 shares; 2025Q4: 218,773 shares 218,773 $5.66M 0.05% +6,123 Timeline NYT NEW YORK TIMES CO MTN BE More: the full row for NEW YORK TIMES CO MTN BE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 70,148 shares; 2025Q3: 94,722 shares; 2025Q4: 80,260 shares 80,260 $5.57M 0.05% -14,462 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 772 shares; 2024Q4: 772 shares; 2025Q1: 45,131 shares; 2025Q2: 39,895 shares; 2025Q3: 37,825 shares; 2025Q4: 36,792 shares 36,792 $5.57M 0.05% -1,033 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,970 shares; 2024Q4: 69,970 shares; 2025Q1: 69,000 shares; 2025Q2: 69,000 shares; 2025Q3: 80,000 shares; 2025Q4: 80,000 shares 80,000 $5.56M 0.05% 0 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: 685 shares; 2024Q4: 10,545 shares; 2025Q1: 24,777 shares; 2025Q2: 29,917 shares; 2025Q3: 16,697 shares; 2025Q4: 52,837 shares 52,837 $5.49M 0.05% +36,140 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: 51,231 shares; 2024Q4: 135 shares; 2025Q1: 90,429 shares; 2025Q2: 85,946 shares; 2025Q3: 75,416 shares; 2025Q4: 79,210 shares 79,210 $5.42M 0.05% +3,794 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,768 shares; 2024Q4: not reported; 2025Q1: 51,215 shares; 2025Q2: 48,986 shares; 2025Q3: 56,370 shares; 2025Q4: 51,739 shares 51,739 $5.36M 0.05% -4,631 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: 3,445 shares; 2024Q4: 270 shares; 2025Q1: 12,773 shares; 2025Q2: 8,613 shares; 2025Q3: 8,485 shares; 2025Q4: 35,115 shares 35,115 $5.35M 0.05% +26,630 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,859 shares; 2024Q4: 22,415 shares; 2025Q1: 29,561 shares; 2025Q2: 8,253 shares; 2025Q3: 8,596 shares; 2025Q4: 21,256 shares 21,256 $5.33M 0.05% +12,660 Timeline GDDY GODADDY INC More: the full row for GODADDY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,350 shares; 2024Q4: 1,238 shares; 2025Q1: 39,914 shares; 2025Q2: 43,542 shares; 2025Q3: 41,430 shares; 2025Q4: 42,880 shares 42,880 $5.32M 0.05% +1,450 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: 7,164 shares; 2024Q4: 7,145 shares; 2025Q1: 5,829 shares; 2025Q2: 5,824 shares; 2025Q3: 5,800 shares; 2025Q4: 6,100 shares 6,100 $5.26M 0.05% +300 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: 657 shares; 2024Q4: 727 shares; 2025Q1: 3,625 shares; 2025Q2: 3,998 shares; 2025Q3: 4,393 shares; 2025Q4: 55,606 shares 55,606 $5.21M 0.05% +51,213 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,684 shares; 2024Q4: 204 shares; 2025Q1: 31,552 shares; 2025Q2: 33,477 shares; 2025Q3: 29,555 shares; 2025Q4: 21,639 shares 21,639 $5.21M 0.05% -7,916 Timeline PEGA PEGASYSTEMS INC More: the full row for PEGASYSTEMS 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: 81,470 shares; 2025Q2: 145,206 shares; 2025Q3: 118,354 shares; 2025Q4: 86,586 shares 86,586 $5.17M 0.04% -31,768 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: 13,554 shares; 2024Q4: 10,662 shares; 2025Q1: 12,903 shares; 2025Q2: 12,036 shares; 2025Q3: 11,719 shares; 2025Q4: 11,456 shares 11,456 $5.15M 0.04% -263 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: 230,229 shares; 2024Q4: 234,084 shares; 2025Q1: 186,171 shares; 2025Q2: 99,623 shares; 2025Q3: 99,276 shares; 2025Q4: 99,882 shares 99,882 $5.06M 0.04% +606 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB 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: 59,865 shares; 2025Q3: 73,746 shares; 2025Q4: 71,912 shares 71,912 $5.02M 0.04% -1,834 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: 14,151 shares; 2024Q4: 8,394 shares; 2025Q1: 14,455 shares; 2025Q2: 5,885 shares; 2025Q3: 6,785 shares; 2025Q4: 33,074 shares 33,074 $4.49M 0.04% +26,289 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: 262 shares; 2024Q4: 262 shares; 2025Q1: 313 shares; 2025Q2: 313 shares; 2025Q3: 313 shares; 2025Q4: 6,113 shares 6,113 $4.19M 0.04% +5,800 Timeline HEDJ 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: 65,539 shares; 2024Q4: 65,359 shares; 2025Q1: 59,692 shares; 2025Q2: 59,692 shares; 2025Q3: 62,246 shares; 2025Q4: 62,330 shares 62,330 $3.31M 0.03% +84 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: 971 shares; 2024Q4: 2,590 shares; 2025Q1: 4,103 shares; 2025Q2: 2,032 shares; 2025Q3: 9,463 shares; 2025Q4: 6,457 shares 6,457 $3.25M 0.03% -3,006 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: not reported; 2024Q4: not reported; 2025Q1: 14,045 shares; 2025Q2: 14,045 shares; 2025Q3: 16,809 shares; 2025Q4: 16,809 shares 16,809 $3.21M 0.03% 0 Timeline DXJ 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: 24,835 shares; 2024Q4: 25,069 shares; 2025Q1: 25,069 shares; 2025Q2: 25,679 shares; 2025Q3: 21,970 shares; 2025Q4: 21,943 shares 21,943 $3.16M 0.03% -27 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: 41,554 shares; 2024Q4: 21,454 shares; 2025Q1: 64,917 shares; 2025Q2: 61,317 shares; 2025Q3: 40,007 shares; 2025Q4: 22,107 shares 22,107 $3.12M 0.03% -17,900 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 450 shares; 2024Q4: 10,074 shares; 2025Q1: 13,636 shares; 2025Q2: 16,699 shares; 2025Q3: 19,612 shares; 2025Q4: 17,212 shares 17,212 $3.1M 0.03% -2,400 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,232 shares; 2024Q4: 93,467 shares; 2025Q1: 148,282 shares; 2025Q2: 148,574 shares; 2025Q3: 10,882 shares; 2025Q4: 11,507 shares 11,507 $3.05M 0.03% +625 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: not reported; 2025Q3: 13,000 shares; 2025Q4: 13,000 shares 13,000 $2.99M 0.03% 0 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: 19,527 shares; 2024Q4: 19,320 shares; 2025Q1: 17,722 shares; 2025Q2: 18,395 shares; 2025Q3: 17,922 shares; 2025Q4: 10,783 shares 10,783 $2.77M 0.02% -7,139 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,903 shares; 2024Q4: 2,865 shares; 2025Q1: 3,915 shares; 2025Q2: 4,889 shares; 2025Q3: 5,759 shares; 2025Q4: 4,964 shares 4,964 $2.74M 0.02% -795 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,000 shares; 2024Q4: 26,000 shares; 2025Q1: 37,500 shares; 2025Q2: 37,500 shares; 2025Q3: 37,500 shares; 2025Q4: 38,500 shares 38,500 $2.58M 0.02% +1,000 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS 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: 58,128 shares 58,128 $2.55M 0.02% new 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: 10,328,231 shares; 2024Q4: 10,327,698 shares; 2025Q1: 10,327,965 shares; 2025Q2: 11,403,681 shares; 2025Q3: 11,400,140 shares; 2025Q4: 45,049 shares 45,049 $2.47M 0.02% -11,355,091 Timeline KRT KARAT PACKAGING INC More: the full row for KARAT PACKAGING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,680 shares; 2024Q4: 5,180 shares; 2025Q1: 10,080 shares; 2025Q2: 25,000 shares; 2025Q3: 57,552 shares; 2025Q4: 107,730 shares 107,730 $2.43M 0.02% +50,178 Timeline DAX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 52,249 shares; 2025Q4: 52,249 shares 52,249 $2.36M 0.02% 0 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: 19,426 shares; 2024Q4: 20,493 shares; 2025Q1: 24,465 shares; 2025Q2: 138,252 shares; 2025Q3: 134,202 shares; 2025Q4: 10,690 shares 10,690 $2.29M 0.02% -123,512 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: 14,050 shares; 2024Q4: not reported; 2025Q1: 13,744 shares; 2025Q2: 13,799 shares; 2025Q3: 10,764 shares; 2025Q4: 8,000 shares 8,000 $2.28M 0.02% -2,764 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,800 shares; 2024Q4: 11,800 shares; 2025Q1: 11,800 shares; 2025Q2: 11,800 shares; 2025Q3: 11,800 shares; 2025Q4: 11,800 shares 11,800 $2.18M 0.02% 0 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: 26,501 shares; 2024Q4: 26,190 shares; 2025Q1: 229,847 shares; 2025Q2: 228,600 shares; 2025Q3: 231,600 shares; 2025Q4: 26,460 shares 26,460 $2.16M 0.02% -205,140 Timeline ICLN 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: 4,724 shares; 2024Q4: 724 shares; 2025Q1: 67,592 shares; 2025Q2: 87,280 shares; 2025Q3: 105,403 shares; 2025Q4: 131,400 shares 131,400 $2.16M 0.02% +25,997 Timeline SDG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,507 shares; 2024Q4: 10,060 shares; 2025Q1: 10,491 shares; 2025Q2: 14,842 shares; 2025Q3: 18,776 shares; 2025Q4: 25,489 shares 25,489 $2.15M 0.02% +6,713 Timeline PBD 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: 57,701 shares; 2024Q4: 61,938 shares; 2025Q1: 68,260 shares; 2025Q2: 90,084 shares; 2025Q3: 107,615 shares; 2025Q4: 132,832 shares 132,832 $2.14M 0.02% +25,217 Timeline EVX 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: 4,359 shares; 2024Q4: 4,255 shares; 2025Q1: 21,828 shares; 2025Q2: 29,478 shares; 2025Q3: 40,319 shares; 2025Q4: 55,660 shares 55,660 $2.13M 0.02% +15,341 Timeline TBLU TORTOISE CAPITAL SERIES TRUS More: the full row for TORTOISE CAPITAL SERIES TRUS Quarterly shares; oldest 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: 29,100 shares; 2025Q4: 40,976 shares 40,976 $2.12M 0.02% +11,876 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: 110 shares; 2024Q4: 71 shares; 2025Q1: 59 shares; 2025Q2: not reported; 2025Q3: 45,000 shares; 2025Q4: 56,350 shares 56,350 $2.12M 0.02% +11,350 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: 15,640 shares; 2025Q1: 17,048 shares; 2025Q2: 15,521 shares; 2025Q3: 11,440 shares; 2025Q4: 15,540 shares 15,540 $2.04M 0.02% +4,100 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: 14,610 shares; 2025Q2: 21,914 shares; 2025Q3: 13,610 shares; 2025Q4: 11,800 shares 11,800 $2.02M 0.02% -1,810 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,800 shares 7,800 $1.97M 0.02% new Timeline FIW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,597 shares; 2025Q1: 3,857 shares; 2025Q2: 5,275 shares; 2025Q3: 12,670 shares; 2025Q4: 17,863 shares 17,863 $1.94M 0.02% +5,193 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,949 shares; 2024Q4: 2,954 shares; 2025Q1: 4,068 shares; 2025Q2: 5,090 shares; 2025Q3: 5,998 shares; 2025Q4: 5,282 shares 5,282 $1.8M 0.02% -716 Timeline ESTC ELASTIC N V More: the full row for ELASTIC N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71 shares; 2024Q4: 69 shares; 2025Q1: 54 shares; 2025Q2: not reported; 2025Q3: 23,500 shares; 2025Q4: 23,500 shares 23,500 $1.77M 0.02% 0 Timeline KTOS KRATOS DEFENSE & SEC SOLUTIO More: the full row for KRATOS DEFENSE & SEC SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,506 shares; 2024Q4: 11,406 shares; 2025Q1: 15,889 shares; 2025Q2: 19,886 shares; 2025Q3: 25,802 shares; 2025Q4: 22,730 shares 22,730 $1.73M 0.01% -3,072 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: 65,954 shares; 2024Q4: 48,519 shares; 2025Q1: 71,949 shares; 2025Q2: 50,689 shares; 2025Q3: 31,639 shares; 2025Q4: 8,949 shares 8,949 $1.72M 0.01% -22,690 Timeline SSYS STRATASYS LTD More: the full row for STRATASYS 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: 193,277 shares; 2025Q2: 193,277 shares; 2025Q3: 193,277 shares; 2025Q4: 193,277 shares 193,277 $1.68M 0.01% 0 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 659 shares; 2024Q4: 635 shares; 2025Q1: 643 shares; 2025Q2: 1,138 shares; 2025Q3: 1,972 shares; 2025Q4: 2,136 shares 2,136 $1.65M 0.01% +164 Timeline AVAV AEROVIRONMENT INC More: the full row for AEROVIRONMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,402 shares; 2024Q4: 2,129 shares; 2025Q1: 2,933 shares; 2025Q2: 5,920 shares; 2025Q3: 7,632 shares; 2025Q4: 6,722 shares 6,722 $1.63M 0.01% -910 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: 317 shares; 2024Q4: 281 shares; 2025Q1: 1,607 shares; 2025Q2: 3,193 shares; 2025Q3: 3,099 shares; 2025Q4: 2,351 shares 2,351 $1.55M 0.01% -748 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: 379 shares; 2024Q4: 256 shares; 2025Q1: 1,728 shares; 2025Q2: 5,009 shares; 2025Q3: 8,135 shares; 2025Q4: 6,190 shares 6,190 $1.42M 0.01% -1,945 Timeline SPMO 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: 700 shares; 2024Q4: 6,500 shares; 2025Q1: 9,850 shares; 2025Q2: 13,080 shares; 2025Q3: 16,370 shares; 2025Q4: 11,640 shares 11,640 $1.39M 0.01% -4,730 Timeline ANF ABERCROMBIE & FITCH CO More: the full row for ABERCROMBIE & FITCH CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,141 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,400 shares 10,400 $1.31M 0.01% new Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,798 shares; 2024Q4: 2,064 shares; 2025Q1: 3,260 shares; 2025Q2: 3,029 shares; 2025Q3: 3,509 shares; 2025Q4: 2,279 shares 2,279 $1.3M 0.01% -1,230 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: 6,082 shares; 2024Q4: 6,082 shares; 2025Q1: 3,082 shares; 2025Q2: 3,082 shares; 2025Q3: 3,237 shares; 2025Q4: 3,082 shares 3,082 $1.3M 0.01% -155 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: 442 shares; 2024Q4: 349 shares; 2025Q1: 327 shares; 2025Q2: 241 shares; 2025Q3: 342 shares; 2025Q4: 235 shares 235 $1.25M 0.01% -107 Timeline DRS LEONARDO DRS INC More: the full row for LEONARDO DRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,109 shares; 2024Q4: 19,962 shares; 2025Q1: 27,725 shares; 2025Q2: 34,516 shares; 2025Q3: 40,681 shares; 2025Q4: 35,814 shares 35,814 $1.22M 0.01% -4,867 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: 185 shares; 2024Q4: 562 shares; 2025Q1: 972 shares; 2025Q2: 1,124 shares; 2025Q3: 2,599 shares; 2025Q4: 2,331 shares 2,331 $1.22M 0.01% -268 Timeline HRL HORMEL FOODS CORP More: the full row for HORMEL FOODS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,240 shares; 2025Q2: 20,189 shares; 2025Q3: 34,388 shares; 2025Q4: 49,500 shares 49,500 $1.17M 0.01% +15,112 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,717 shares; 2024Q4: 148 shares; 2025Q1: 7,194 shares; 2025Q2: 8,305 shares; 2025Q3: 5,853 shares; 2025Q4: 4,461 shares 4,461 $1.17M 0.01% -1,392 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: 4,576 shares; 2024Q4: 4,648 shares; 2025Q1: 5,964 shares; 2025Q2: 5,739 shares; 2025Q3: 13,111 shares; 2025Q4: 9,923 shares 9,923 $1.15M 0.01% -3,188 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: 3,420 shares; 2024Q4: 3,763 shares; 2025Q1: 3,434 shares; 2025Q2: 4,797 shares; 2025Q3: 6,544 shares; 2025Q4: 8,042 shares 8,042 $1.11M 0.01% +1,498 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,250 shares; 2025Q2: 3,126 shares; 2025Q3: 4,946 shares; 2025Q4: 4,287 shares 4,287 $1.11M 0.01% -659 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,165 shares; 2024Q4: 906 shares; 2025Q1: 766 shares; 2025Q2: 1,270 shares; 2025Q3: 2,057 shares; 2025Q4: 2,436 shares 2,436 $1.1M 0.01% +379 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,816 shares; 2024Q4: 4,899 shares; 2025Q1: 5,494 shares; 2025Q2: 7,353 shares; 2025Q3: 10,702 shares; 2025Q4: 12,878 shares 12,878 $1.1M 0.01% +2,176 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: not reported; 2024Q4: 118 shares; 2025Q1: not reported; 2025Q2: 239 shares; 2025Q3: 4,211 shares; 2025Q4: 3,838 shares 3,838 $1.03M 0.01% -373 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: 5,224 shares; 2024Q4: 901 shares; 2025Q1: 811 shares; 2025Q2: 3,737 shares; 2025Q3: 4,683 shares; 2025Q4: 3,120 shares 3,120 $1.03M 0.01% -1,563 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: 1,519 shares; 2024Q4: 2,409 shares; 2025Q1: 3,411 shares; 2025Q2: 4,067 shares; 2025Q3: 4,853 shares; 2025Q4: 4,181 shares 4,181 $1.02M 0.01% -672 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: not reported; 2024Q4: not reported; 2025Q1: 1,045 shares; 2025Q2: 1,632 shares; 2025Q3: 1,971 shares; 2025Q4: 1,708 shares 1,708 $990K 0.01% -263 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,883,835 shares; 2024Q4: 2,880,692 shares; 2025Q1: 3,635,692 shares; 2025Q2: 2,796,040 shares; 2025Q3: 2,804,768 shares; 2025Q4: 12,489 shares 12,489 $965K 0.01% -2,792,279 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: 18,103 shares; 2024Q4: 7,875 shares; 2025Q1: 8,215 shares; 2025Q2: 4,957 shares; 2025Q3: not reported; 2025Q4: 5,900 shares 5,900 $957K 0.01% new Timeline PSN PARSONS CORP DEL More: the full row for PARSONS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,278 shares; 2024Q4: 8,017 shares; 2025Q1: 11,100 shares; 2025Q2: 13,865 shares; 2025Q3: 16,324 shares; 2025Q4: 14,335 shares 14,335 $886K 0.01% -1,989 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: not reported; 2025Q1: 542 shares; 2025Q2: 747 shares; 2025Q3: 941 shares; 2025Q4: 816 shares 816 $873K 0.01% -125 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: 109,745 shares; 2024Q4: 109,880 shares; 2025Q1: 110,241 shares; 2025Q2: 110,276 shares; 2025Q3: 110,839 shares; 2025Q4: 1,472 shares 1,472 $838K 0.01% -109,367 Timeline HXL HEXCEL CORP NEW More: the full row for HEXCEL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,063 shares; 2024Q4: 6,115 shares; 2025Q1: 8,434 shares; 2025Q2: 10,431 shares; 2025Q3: 12,162 shares; 2025Q4: 10,717 shares 10,717 $792K 0.01% -1,445 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: 446,412 shares; 2024Q4: 448,731 shares; 2025Q1: 3,090 shares; 2025Q2: 3,540 shares; 2025Q3: 4,670 shares; 2025Q4: 4,980 shares 4,980 $730K 0.01% +310 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: 166,498 shares; 2025Q1: 168,237 shares; 2025Q2: 255,402 shares; 2025Q3: 256,443 shares; 2025Q4: 4,463 shares 4,463 $723K 0.01% -251,980 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 698,651 shares; 2024Q4: 3,641 shares; 2025Q1: 553,641 shares; 2025Q2: 553,603 shares; 2025Q3: 557,865 shares; 2025Q4: 15,967 shares 15,967 $719K 0.01% -541,898 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,928,797 shares; 2024Q4: 1,626,991 shares; 2025Q1: 1,622,231 shares; 2025Q2: 1,621,738 shares; 2025Q3: 1,630,323 shares; 2025Q4: 17,412 shares 17,412 $699K 0.01% -1,612,911 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: 19,462 shares; 2024Q4: 1,160 shares; 2025Q1: 730 shares; 2025Q2: 730 shares; 2025Q3: 2,530 shares; 2025Q4: 6,550 shares 6,550 $689K 0.01% +4,020 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,462 shares; 2024Q4: 41,049 shares; 2025Q1: 46,214 shares; 2025Q2: 25,328 shares; 2025Q3: 21,221 shares; 2025Q4: 8,476 shares 8,476 $671K 0.01% -12,745 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110,165 shares; 2024Q4: 140,043 shares; 2025Q1: 121,328 shares; 2025Q2: 138,014 shares; 2025Q3: 85,354 shares; 2025Q4: 10,000 shares 10,000 $670K 0.01% -75,354 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: 406 shares; 2024Q4: 325 shares; 2025Q1: 511 shares; 2025Q2: 773 shares; 2025Q3: 1,137 shares; 2025Q4: 624 shares 624 $667K 0.01% -513 Timeline FOUR SHIFT4 PMTS INC More: the full row for SHIFT4 PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 800 shares; 2025Q1: 1,718 shares; 2025Q2: 7,778 shares; 2025Q3: 11,972 shares; 2025Q4: 10,499 shares 10,499 $661K 0.01% -1,473 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: 461,197 shares; 2024Q4: 448,472 shares; 2025Q1: 809,811 shares; 2025Q2: 809,244 shares; 2025Q3: 804,500 shares; 2025Q4: 12,500 shares 12,500 $658K 0.01% -792,000 Timeline CWAN CLEARWATER ANALYTICS HLDGS I More: the full row for CLEARWATER ANALYTICS 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: 7,789 shares; 2025Q3: 27,474 shares; 2025Q4: 27,199 shares 27,199 $656K 0.01% -275 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: 1,800 shares; 2025Q1: 8,300 shares; 2025Q2: 2,400 shares; 2025Q3: 2,400 shares; 2025Q4: 5,100 shares 5,100 $642K 0.01% +2,700 Timeline DBEU DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,338 shares; 2024Q4: 13,338 shares; 2025Q1: 13,338 shares; 2025Q2: 13,338 shares; 2025Q3: 13,338 shares; 2025Q4: 13,338 shares 13,338 $640K 0.01% 0 Timeline SCHI 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: 24,031 shares; 2025Q2: 27,638 shares; 2025Q3: 26,466 shares; 2025Q4: 27,610 shares 27,610 $634K 0.01% +1,144 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: 500 shares; 2024Q4: 500 shares; 2025Q1: 450 shares; 2025Q2: 450 shares; 2025Q3: 450 shares; 2025Q4: 4,750 shares 4,750 $606K 0.01% +4,300 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: 3,194 shares; 2024Q4: 1,370 shares; 2025Q1: 700 shares; 2025Q2: 700 shares; 2025Q3: 700 shares; 2025Q4: 7,401 shares 7,401 $602K 0.01% +6,701 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,864 shares; 2024Q4: 20,740 shares; 2025Q1: 26,122 shares; 2025Q2: 29,863 shares; 2025Q3: 29,251 shares; 2025Q4: 30,755 shares 30,755 $602K 0.01% +1,504 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: 7,755 shares; 2025Q3: not reported; 2025Q4: 7,724 shares 7,724 $592K 0.01% new Timeline MRCY MERCURY SYS INC More: the full row for MERCURY SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,953 shares; 2024Q4: 4,502 shares; 2025Q1: 6,204 shares; 2025Q2: 7,751 shares; 2025Q3: 9,158 shares; 2025Q4: 8,091 shares 8,091 $591K 0.01% -1,067 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: 269 shares; 2024Q4: not reported; 2025Q1: 475 shares; 2025Q2: 475 shares; 2025Q3: not reported; 2025Q4: 1,008 shares 1,008 $571K <0.01% new Timeline INVZ INNOVIZ TECHNOLOGIES LTD More: the full row for INNOVIZ TECHNOLOGIES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,695,559 shares; 2024Q4: 4,388,959 shares; 2025Q1: 4,388,959 shares; 2025Q2: 4,387,659 shares; 2025Q3: 667,260 shares; 2025Q4: 667,260 shares 667,260 $569K <0.01% 0 Timeline HDB HDFC BANK LTD More: the full row for HDFC BANK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,440 shares; 2025Q1: 13,862 shares; 2025Q2: 6,663 shares; 2025Q3: 17,872 shares; 2025Q4: 15,422 shares 15,422 $564K <0.01% -2,450 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,350 shares; 2024Q4: 6,690 shares; 2025Q1: 9,362 shares; 2025Q2: 11,662 shares; 2025Q3: 11,532 shares; 2025Q4: 6,732 shares 6,732 $563K <0.01% -4,800 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: not reported; 2025Q3: not reported; 2025Q4: 6,500 shares 6,500 $556K <0.01% new Timeline PPLT ABRDN PLATINUM ETF TRUST More: the full row for ABRDN PLATINUM 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: 2,800 shares; 2025Q4: 2,800 shares 2,800 $546K <0.01% 0 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 145 shares; 2025Q3: 681 shares; 2025Q4: 1,875 shares 1,875 $539K <0.01% +1,194 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: 1,337 shares; 2024Q4: 1,347 shares; 2025Q1: 1,607 shares; 2025Q2: 28 shares; 2025Q3: 28 shares; 2025Q4: 158 shares 158 $536K <0.01% +130 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: 6,172 shares; 2025Q2: 7,120 shares; 2025Q3: 6,910 shares; 2025Q4: 7,205 shares 7,205 $534K <0.01% +295 Timeline MCFT MASTERCRAFT BOAT HLDGS INC More: the full row for MASTERCRAFT BOAT HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,900 shares; 2024Q4: 12,200 shares; 2025Q1: 13,200 shares; 2025Q2: 21,100 shares; 2025Q3: 40,910 shares; 2025Q4: 28,000 shares 28,000 $529K <0.01% -12,910 Timeline CYBERARK SOFTWARE LTD/ISRAEL CYBERARK SOFTWARE LTD/ISRAEL More: the full row for CYBERARK SOFTWARE LTD/ISRAEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,071 shares; 2024Q4: 16,074 shares; 2025Q1: 1,181 shares; 2025Q2: 1,155 shares; 2025Q3: 1,155 shares; 2025Q4: 1,155 shares 1,155 $515K <0.01% 0 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: 1,329 shares; 2024Q4: 518 shares; 2025Q1: 718 shares; 2025Q2: 591 shares; 2025Q3: 6,582 shares; 2025Q4: 2,487 shares 2,487 $512K <0.01% -4,095 Timeline IHI 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: 18,129 shares; 2024Q4: 65,829 shares; 2025Q1: 711,329 shares; 2025Q2: 690,929 shares; 2025Q3: 698,129 shares; 2025Q4: 8,229 shares 8,229 $511K <0.01% -689,900 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: 300 shares; 2024Q4: 1,302 shares; 2025Q1: 3,094 shares; 2025Q2: 3,232 shares; 2025Q3: 6,151 shares; 2025Q4: 6,174 shares 6,174 $496K <0.01% +23 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: 99 shares; 2024Q4: 29,104 shares; 2025Q1: 29,090 shares; 2025Q2: 33,000 shares; 2025Q3: 33,633 shares; 2025Q4: 3,253 shares 3,253 $495K <0.01% -30,380 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: 6,067 shares; 2024Q4: 3,210 shares; 2025Q1: 3,610 shares; 2025Q2: 3,610 shares; 2025Q3: 8,987 shares; 2025Q4: 6,947 shares 6,947 $483K <0.01% -2,040 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: 867 shares; 2024Q4: not reported; 2025Q1: 4,353 shares; 2025Q2: 4,344 shares; 2025Q3: 7,906 shares; 2025Q4: 4,836 shares 4,836 $461K <0.01% -3,070 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,022 shares 1,022 $455K <0.01% new 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: 104,404 shares; 2024Q4: 105,404 shares; 2025Q1: 97,873 shares; 2025Q2: 36,701 shares; 2025Q3: 39,801 shares; 2025Q4: 6,201 shares 6,201 $443K <0.01% -33,600 Timeline AIR AAR CORP More: the full row for AAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,782 shares; 2024Q4: 2,711 shares; 2025Q1: 3,733 shares; 2025Q2: 4,683 shares; 2025Q3: 5,497 shares; 2025Q4: 5,326 shares 5,326 $441K <0.01% -171 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: not reported; 2024Q4: 470 shares; 2025Q1: 3,811 shares; 2025Q2: 3,537 shares; 2025Q3: 105 shares; 2025Q4: 2,720 shares 2,720 $439K <0.01% +2,615 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,628 shares; 2024Q4: 2,323 shares; 2025Q1: 2,323 shares; 2025Q2: 3,395 shares; 2025Q3: 10,835 shares; 2025Q4: 10,707 shares 10,707 $418K <0.01% -128 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: 9,083 shares; 2024Q4: 2,805 shares; 2025Q1: 2,168 shares; 2025Q2: 4,697 shares; 2025Q3: 4,697 shares; 2025Q4: 3,897 shares 3,897 $406K <0.01% -800 Timeline QLTY GMO ETF TRUST More: the full row for GMO ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,200 shares; 2024Q4: 7,500 shares; 2025Q1: 5,000 shares; 2025Q2: 14,000 shares; 2025Q3: 14,000 shares; 2025Q4: 10,500 shares 10,500 $404K <0.01% -3,500 Timeline VPL VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,461 shares; 2024Q4: 4,461 shares; 2025Q1: 4,461 shares; 2025Q2: 2,584,461 shares; 2025Q3: 2,584,461 shares; 2025Q4: 4,461 shares 4,461 $399K <0.01% -2,580,000 Timeline IPAC 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: 5,434 shares; 2024Q4: 5,434 shares; 2025Q1: 5,434 shares; 2025Q2: 5,434 shares; 2025Q3: 5,434 shares; 2025Q4: 5,434 shares 5,434 $393K <0.01% 0 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: 7,759 shares; 2024Q4: 602 shares; 2025Q1: 11,594 shares; 2025Q2: 1,143 shares; 2025Q3: 1,045 shares; 2025Q4: 1,008 shares 1,008 $384K <0.01% -37 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: 910 shares; 2024Q4: 1,706 shares; 2025Q1: 1,636 shares; 2025Q2: 7,553 shares; 2025Q3: 11,718 shares; 2025Q4: 4,900 shares 4,900 $377K <0.01% -6,818 Timeline KCE 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: not reported; 2025Q4: 2,500 shares 2,500 $375K <0.01% new 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: 1,218 shares; 2024Q4: 1,226 shares; 2025Q1: 1,231 shares; 2025Q2: 1,104 shares; 2025Q3: 1,110 shares; 2025Q4: 1,014 shares 1,014 $373K <0.01% -96 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,116 shares; 2025Q3: 3,213 shares; 2025Q4: 7,504 shares 7,504 $373K <0.01% +4,291 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,317 shares; 2024Q4: 1,389 shares; 2025Q1: 1,341 shares; 2025Q2: 1,236 shares; 2025Q3: 1,236 shares; 2025Q4: 1,236 shares 1,236 $370K <0.01% 0 Timeline SPAB 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: 94,442 shares; 2024Q4: 99,143 shares; 2025Q1: 101,731 shares; 2025Q2: 103,571 shares; 2025Q3: 13,673 shares; 2025Q4: 14,245 shares 14,245 $367K <0.01% +572 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: 6,594 shares; 2025Q1: 3,067 shares; 2025Q2: not reported; 2025Q3: 615 shares; 2025Q4: 4,938 shares 4,938 $365K <0.01% +4,323 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: 993 shares; 2024Q4: 993 shares; 2025Q1: 2,451 shares; 2025Q2: 2,522 shares; 2025Q3: 2,887 shares; 2025Q4: 2,923 shares 2,923 $364K <0.01% +36 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: 17,179 shares; 2025Q1: 17,596 shares; 2025Q2: 21,016 shares; 2025Q3: 19,855 shares; 2025Q4: 14,300 shares 14,300 $355K <0.01% -5,555 Timeline VIS 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: 1,139 shares; 2024Q4: 1,139 shares; 2025Q1: 1,139 shares; 2025Q2: 1,139 shares; 2025Q3: 1,139 shares; 2025Q4: 1,139 shares 1,139 $340K <0.01% 0 Timeline BRRR COINSHARES BITCOIN ETF More: the full row for COINSHARES BITCOIN ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 777 shares; 2025Q3: 4,993 shares; 2025Q4: 13,612 shares 13,612 $337K <0.01% +8,619 Timeline BITB BITWISE BITCOIN ETF TR More: the full row for BITWISE BITCOIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 403 shares; 2025Q3: 2,592 shares; 2025Q4: 7,072 shares 7,072 $336K <0.01% +4,480 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: 251 shares; 2025Q3: 1,616 shares; 2025Q4: 4,409 shares 4,409 $336K <0.01% +2,793 Timeline HODL VANECK BITCOIN ETF More: the full row for VANECK BITCOIN ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 777 shares; 2025Q3: 4,987 shares; 2025Q4: 13,585 shares 13,585 $336K <0.01% +8,598 Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 496 shares; 2025Q3: 3,184 shares; 2025Q4: 8,684 shares 8,684 $336K <0.01% +5,500 Timeline ARKB ARK 21SHARES BITCOIN ETF More: the full row for ARK 21SHARES BITCOIN ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 661 shares; 2025Q3: 4,244 shares; 2025Q4: 11,573 shares 11,573 $336K <0.01% +7,329 Timeline EZBC FRANKLIN TEMPLETON DIGITAL H More: the full row for FRANKLIN TEMPLETON DIGITAL H Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 378 shares; 2025Q3: 2,436 shares; 2025Q4: 6,645 shares 6,645 $336K <0.01% +4,209 Timeline BTCO INVESCO GALAXY BITCOIN ETF More: the full row for INVESCO GALAXY BITCOIN ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 219 shares; 2025Q3: 1,413 shares; 2025Q4: 3,857 shares 3,857 $336K <0.01% +2,444 Timeline BTCW WISDOMTREE BITCOIN FD More: the full row for WISDOMTREE BITCOIN FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 206 shares; 2025Q3: 1,330 shares; 2025Q4: 3,629 shares 3,629 $336K <0.01% +2,299 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,309 shares; 2024Q4: 5,935 shares; 2025Q1: not reported; 2025Q2: 9,962 shares; 2025Q3: 7,991 shares; 2025Q4: 5,786 shares 5,786 $334K <0.01% -2,205 Timeline LSCC LATTICE SEMICONDUCTOR CORP More: the full row for LATTICE SEMICONDUCTOR 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: 2,271 shares; 2025Q3: 5,129 shares; 2025Q4: 4,503 shares 4,503 $331K <0.01% -626 Timeline BBEU 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: 1,100 shares; 2024Q4: 2,500 shares; 2025Q1: 2,500 shares; 2025Q2: 4,500 shares; 2025Q3: 4,500 shares; 2025Q4: 4,500 shares 4,500 $330K <0.01% 0 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,600 shares 4,600 $329K <0.01% new Timeline VFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS 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: 8,000 shares 8,000 $315K <0.01% new Timeline MOAT 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: 701 shares; 2024Q4: 1,901 shares; 2025Q1: 1,901 shares; 2025Q2: 3,001 shares; 2025Q3: 3,001 shares; 2025Q4: 3,001 shares 3,001 $311K <0.01% 0 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 26,520 shares; 2025Q2: 120 shares; 2025Q3: 94 shares; 2025Q4: 1,090 shares 1,090 $309K <0.01% +996 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: not reported; 2024Q4: 3,435 shares; 2025Q1: 6,559 shares; 2025Q2: 6,893 shares; 2025Q3: 4,562 shares; 2025Q4: 4,006 shares 4,006 $296K <0.01% -556 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: 1,910 shares; 2024Q4: 1,692 shares; 2025Q1: 2,136 shares; 2025Q2: 5,780 shares; 2025Q3: 6,101 shares; 2025Q4: 4,493 shares 4,493 $292K <0.01% -1,608 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,022 shares; 2024Q4: 829 shares; 2025Q1: 1,594 shares; 2025Q2: 1,099 shares; 2025Q3: 1,667 shares; 2025Q4: 1,488 shares 1,488 $289K <0.01% -179 Timeline SEDG SOLAREDGE TECHNOLOGIES INC More: the full row for SOLAREDGE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,003,681 shares; 2024Q4: 1,011,760 shares; 2025Q1: 806,510 shares; 2025Q2: 805,970 shares; 2025Q3: 499,755 shares; 2025Q4: 10,003 shares 10,003 $289K <0.01% -489,752 Timeline IEUR 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: 266 shares; 2024Q4: 266 shares; 2025Q1: 1,266 shares; 2025Q2: 4,066 shares; 2025Q3: 4,066 shares; 2025Q4: 4,066 shares 4,066 $288K <0.01% 0 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 60 shares; 2025Q1: 30 shares; 2025Q2: 560 shares; 2025Q3: 260 shares; 2025Q4: 975 shares 975 $280K <0.01% +715 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: 1,850 shares; 2024Q4: not reported; 2025Q1: 4,446 shares; 2025Q2: 3,476 shares; 2025Q3: 4,294 shares; 2025Q4: 1,224 shares 1,224 $273K <0.01% -3,070 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE 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: 1,890 shares 1,890 $267K <0.01% new Timeline HIPO HIPPO HLDGS INC More: the full row for HIPPO 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: 55,813 shares; 2025Q2: 55,813 shares; 2025Q3: 53,322 shares; 2025Q4: 8,400 shares 8,400 $253K <0.01% -44,922 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,578 shares; 2024Q4: 4,303 shares; 2025Q1: 1,980 shares; 2025Q2: 1,952 shares; 2025Q3: 2,716 shares; 2025Q4: 2,704 shares 2,704 $252K <0.01% -12 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,737 shares; 2024Q4: 895 shares; 2025Q1: 1,094 shares; 2025Q2: 1,378 shares; 2025Q3: 1,836 shares; 2025Q4: 1,658 shares 1,658 $249K <0.01% -178 Timeline BRKR BRUKER CORP More: the full row for BRUKER 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: 5,182 shares 5,182 $244K <0.01% new Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,526 shares; 2025Q2: 13,847 shares; 2025Q3: 5,947 shares; 2025Q4: 5,382 shares 5,382 $235K <0.01% -565 Timeline GLOB GLOBANT S A More: the full row for GLOBANT 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: 1,628 shares; 2025Q3: 2,939 shares; 2025Q4: 3,582 shares 3,582 $234K <0.01% +643 Timeline VVX V2X INC More: the full row for V2X INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,568 shares; 2024Q4: 2,382 shares; 2025Q1: 3,281 shares; 2025Q2: 4,110 shares; 2025Q3: 4,846 shares; 2025Q4: 4,195 shares 4,195 $229K <0.01% -651 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,014 shares; 2024Q4: 1,014 shares; 2025Q1: 2,043 shares; 2025Q2: 2,233 shares; 2025Q3: 2,210 shares; 2025Q4: 2,278 shares 2,278 $228K <0.01% +68 Timeline DFAT 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: 850 shares; 2024Q4: 1,660 shares; 2025Q1: 1,660 shares; 2025Q2: 3,800 shares; 2025Q3: 3,800 shares; 2025Q4: 3,800 shares 3,800 $226K <0.01% 0 Timeline CDRE CADRE HLDGS INC More: the full row for CADRE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,018 shares; 2024Q4: 3,066 shares; 2025Q1: 4,221 shares; 2025Q2: 5,274 shares; 2025Q3: 6,215 shares; 2025Q4: 5,473 shares 5,473 $224K <0.01% -742 Timeline FLY FIREFLY AEROSPACE INC More: the full row for FIREFLY 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: not reported; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares 10,000 $224K <0.01% 0 Timeline SPSC SPS COMM INC More: the full row for SPS COMM 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: 152 shares; 2025Q2: 474 shares; 2025Q3: 1,603 shares; 2025Q4: 2,498 shares 2,498 $223K <0.01% +895 Timeline EZU ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,375 shares; 2024Q4: 1,191 shares; 2025Q1: 1,191 shares; 2025Q2: 791 shares; 2025Q3: 516 shares; 2025Q4: 3,396 shares 3,396 $218K <0.01% +2,880 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 938 shares; 2024Q4: 613 shares; 2025Q1: 613 shares; 2025Q2: 613 shares; 2025Q3: 1,695 shares; 2025Q4: 1,692 shares 1,692 $215K <0.01% -3 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: 95 shares; 2024Q4: 95 shares; 2025Q1: 68 shares; 2025Q2: 68 shares; 2025Q3: 546 shares; 2025Q4: 304 shares 304 $204K <0.01% -242 Timeline FLIN 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: 1,650 shares; 2024Q4: 4,500 shares; 2025Q1: 3,600 shares; 2025Q2: 5,200 shares; 2025Q3: 5,200 shares; 2025Q4: 5,200 shares 5,200 $201K <0.01% 0 Timeline CHTR CHARTER COMMUNICATIONS INC More: the full row for CHARTER COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 991 shares; 2025Q4: 901 shares 901 $188K <0.01% -90 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: 37,559 shares; 2024Q4: 43,819 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 900 shares; 2025Q4: 900 shares 900 $185K <0.01% 0 Timeline CSGP COSTAR GROUP INC More: the full row for COSTAR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 450 shares; 2025Q1: 1,318 shares; 2025Q2: 1,563 shares; 2025Q3: 2,163 shares; 2025Q4: 2,755 shares 2,755 $185K <0.01% +592 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 800 shares 800 $183K <0.01% new Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,501 shares; 2024Q4: 604 shares; 2025Q1: 19,994 shares; 2025Q2: 17,314 shares; 2025Q3: 14,133 shares; 2025Q4: 847 shares 847 $175K <0.01% -13,286 Timeline ENPH ENPHASE ENERGY INC More: the full row for ENPHASE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,389 shares; 2024Q4: 3,867 shares; 2025Q1: 930 shares; 2025Q2: 1,610 shares; 2025Q3: 1,610 shares; 2025Q4: 5,410 shares 5,410 $173K <0.01% +3,800 Timeline LNTH LANTHEUS HLDGS INC More: the full row for LANTHEUS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,579 shares 2,579 $172K <0.01% new Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,000 shares 10,000 $167K <0.01% new 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: 1,202 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 500 shares 500 $164K <0.01% new 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: not reported; 2024Q4: 4,451 shares; 2025Q1: 3,735 shares; 2025Q2: not reported; 2025Q3: 2,611 shares; 2025Q4: 1,400 shares 1,400 $163K <0.01% -1,211 Timeline IXJ 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: 1,692 shares; 2024Q4: 1,667 shares; 2025Q1: 1,667 shares; 2025Q2: 1,667 shares; 2025Q3: 1,667 shares; 2025Q4: 1,667 shares 1,667 $162K <0.01% 0 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: 148 shares; 2024Q4: 143 shares; 2025Q1: 112 shares; 2025Q2: not reported; 2025Q3: 546 shares; 2025Q4: 546 shares 546 $160K <0.01% 0 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 555 shares; 2024Q4: 555 shares; 2025Q1: 555 shares; 2025Q2: 555 shares; 2025Q3: 555 shares; 2025Q4: 555 shares 555 $155K <0.01% 0 Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,645 shares; 2024Q4: 2,773 shares; 2025Q1: 10,090 shares; 2025Q2: 8,628 shares; 2025Q3: 8,628 shares; 2025Q4: 7,768 shares 7,768 $153K <0.01% -860 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: 50,654 shares; 2024Q4: 864 shares; 2025Q1: 180 shares; 2025Q2: 353 shares; 2025Q3: 296 shares; 2025Q4: 225 shares 225 $152K <0.01% -71 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 541 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 800 shares; 2025Q4: 800 shares 800 $148K <0.01% 0 Timeline RGTI RIGETTI COMPUTING INC More: the full row for RIGETTI COMPUTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,000 shares; 2025Q1: 5,000 shares; 2025Q2: 6,000 shares; 2025Q3: 5,400 shares; 2025Q4: 6,550 shares 6,550 $145K <0.01% +1,150 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: 1,088 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 870 shares; 2025Q4: 1,053 shares 1,053 $142K <0.01% +183 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: 441 shares; 2025Q2: 538 shares; 2025Q3: 500 shares; 2025Q4: 500 shares 500 $137K <0.01% 0 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 382 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 291 shares 291 $136K <0.01% new 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: 18,091 shares; 2024Q4: 616 shares; 2025Q1: 3,088 shares; 2025Q2: 1,438 shares; 2025Q3: 1,170 shares; 2025Q4: 1,158 shares 1,158 $131K <0.01% -12 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: 5,265 shares; 2024Q4: 405 shares; 2025Q1: 11,466 shares; 2025Q2: 32,466 shares; 2025Q3: 41,130 shares; 2025Q4: 3,529 shares 3,529 $130K <0.01% -37,601 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: 134,954 shares; 2024Q4: 135,208 shares; 2025Q1: 1,792 shares; 2025Q2: 1,413 shares; 2025Q3: 233 shares; 2025Q4: 500 shares 500 $128K <0.01% +267 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 121 shares; 2024Q4: 121 shares; 2025Q1: 121 shares; 2025Q2: 121 shares; 2025Q3: 443 shares; 2025Q4: 430 shares 430 $124K <0.01% -13 Timeline DVY 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: 3,638 shares; 2024Q4: 5,338 shares; 2025Q1: 2,128 shares; 2025Q2: 778 shares; 2025Q3: 748 shares; 2025Q4: 868 shares 868 $123K <0.01% +120 Timeline BBCA 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: 480 shares; 2024Q4: 1,150 shares; 2025Q1: 500 shares; 2025Q2: 1,300 shares; 2025Q3: 1,300 shares; 2025Q4: 1,300 shares 1,300 $121K <0.01% 0 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: 288 shares; 2025Q1: 2,000 shares; 2025Q2: 1,320 shares; 2025Q3: 325 shares; 2025Q4: 341 shares 341 $120K <0.01% +16 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,124 shares; 2024Q4: 1,442 shares; 2025Q1: 797 shares; 2025Q2: 797 shares; 2025Q3: 2,886 shares; 2025Q4: 2,882 shares 2,882 $118K <0.01% -4 Timeline FLJP 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: 450 shares; 2024Q4: 700 shares; 2025Q1: 700 shares; 2025Q2: 3,400 shares; 2025Q3: 3,400 shares; 2025Q4: 3,400 shares 3,400 $117K <0.01% 0 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: 12,313 shares; 2024Q4: 1,291 shares; 2025Q1: 1,251 shares; 2025Q2: 1,481 shares; 2025Q3: 5,169 shares; 2025Q4: 731 shares 731 $112K <0.01% -4,438 Timeline IDMO 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: 550 shares; 2024Q4: 980 shares; 2025Q1: 980 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares 2,000 $111K <0.01% 0 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,527 shares; 2025Q1: 6,350 shares; 2025Q2: 1,440 shares; 2025Q3: 1,296 shares; 2025Q4: 1,166 shares 1,166 $107K <0.01% -130 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: not reported; 2025Q2: not reported; 2025Q3: 1,143 shares; 2025Q4: 1,201 shares 1,201 $105K <0.01% +58 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: 1,775 shares; 2024Q4: 1,775 shares; 2025Q1: 1,775 shares; 2025Q2: 1,775 shares; 2025Q3: 1,620 shares; 2025Q4: 1,527 shares 1,527 $100K <0.01% -93 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 808 shares; 2025Q4: 848 shares 848 $99K <0.01% +40 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 366,764 shares; 2024Q4: 356,264 shares; 2025Q1: 356,264 shares; 2025Q2: 764 shares; 2025Q3: 860 shares; 2025Q4: 804 shares 804 $96K <0.01% -56 Timeline IYM 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: 598 shares; 2024Q4: 598 shares; 2025Q1: 598 shares; 2025Q2: 598 shares; 2025Q3: 598 shares; 2025Q4: 598 shares 598 $92K <0.01% 0 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,463 shares; 2024Q4: 1,293 shares; 2025Q1: 1,384 shares; 2025Q2: 1,384 shares; 2025Q3: 1,302 shares; 2025Q4: 1,661 shares 1,661 $91K <0.01% +359 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,125 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 487 shares; 2025Q4: 511 shares 511 $90K <0.01% +24 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,100 shares; 2024Q4: 1,100 shares; 2025Q1: 1,100 shares; 2025Q2: 1,100 shares; 2025Q3: 1,100 shares; 2025Q4: 1,100 shares 1,100 $89K <0.01% 0 Timeline INDA 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: 1,575 shares; 2024Q4: 1,575 shares; 2025Q1: 1,575 shares; 2025Q2: 1,575 shares; 2025Q3: 1,575 shares; 2025Q4: 1,575 shares 1,575 $85K <0.01% 0 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: 850 shares; 2025Q3: 680 shares; 2025Q4: 612 shares 612 $84K <0.01% -68 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: 883 shares; 2024Q4: 883 shares; 2025Q1: 883 shares; 2025Q2: 883 shares; 2025Q3: 883 shares; 2025Q4: 883 shares 883 $84K <0.01% 0 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: 2,180 shares; 2024Q4: 2,463 shares; 2025Q1: 2,388 shares; 2025Q2: 2,238 shares; 2025Q3: 1,953 shares; 2025Q4: 2,140 shares 2,140 $79K <0.01% +187 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: 337 shares; 2024Q4: 237 shares; 2025Q1: 337 shares; 2025Q2: 337 shares; 2025Q3: 337 shares; 2025Q4: 237 shares 237 $72K <0.01% -100 Timeline AAXJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,332 shares; 2024Q4: 2,214 shares; 2025Q1: 1,223 shares; 2025Q2: 758 shares; 2025Q3: 706 shares; 2025Q4: 752 shares 752 $70K <0.01% +46 Timeline CQQQ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,340 shares; 2025Q4: 1,340 shares 1,340 $70K <0.01% 0 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: 154 shares; 2024Q4: 142 shares; 2025Q1: 142 shares; 2025Q2: 142 shares; 2025Q3: 142 shares; 2025Q4: 142 shares 142 $68K <0.01% 0 Timeline HACK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 850 shares; 2024Q4: 850 shares; 2025Q1: 850 shares; 2025Q2: 850 shares; 2025Q3: 850 shares; 2025Q4: 850 shares 850 $68K <0.01% 0 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: 3,394 shares; 2024Q4: 2,352 shares; 2025Q1: 4,396 shares; 2025Q2: 1,450 shares; 2025Q3: 5,475 shares; 2025Q4: 583 shares 583 $67K <0.01% -4,892 Timeline AIA 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: 947 shares; 2024Q4: 803 shares; 2025Q1: 803 shares; 2025Q2: 803 shares; 2025Q3: 721 shares; 2025Q4: 685 shares 685 $67K <0.01% -36 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 678 shares; 2025Q4: 712 shares 712 $63K <0.01% +34 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: 1,210 shares; 2024Q4: 1,210 shares; 2025Q1: 1,210 shares; 2025Q2: 2,245 shares; 2025Q3: 2,071 shares; 2025Q4: 2,065 shares 2,065 $63K <0.01% -6 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: 311 shares; 2024Q4: 311 shares; 2025Q1: 2,181 shares; 2025Q2: 2,111 shares; 2025Q3: 311 shares; 2025Q4: 311 shares 311 $55K <0.01% 0 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: 1,188 shares; 2024Q4: 1,089 shares; 2025Q1: 915 shares; 2025Q2: 188 shares; 2025Q3: 188 shares; 2025Q4: 188 shares 188 $55K <0.01% 0 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 887 shares; 2025Q4: 932 shares 932 $55K <0.01% +45 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: 110 shares; 2024Q4: 110 shares; 2025Q1: 110 shares; 2025Q2: 110 shares; 2025Q3: 994 shares; 2025Q4: 1,029 shares 1,029 $54K <0.01% +35 Timeline LAES SEALSQ CORP More: the full row for SEALSQ 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: 14,000 shares 14,000 $53K <0.01% new Timeline KBWB 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: 480 shares; 2024Q4: 620,480 shares; 2025Q1: 2,272,620 shares; 2025Q2: 2,272,620 shares; 2025Q3: 4,177,620 shares; 2025Q4: 620 shares 620 $52K <0.01% -4,177,000 Timeline VPU 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: 273 shares; 2024Q4: 273 shares; 2025Q1: 273 shares; 2025Q2: 273 shares; 2025Q3: 273 shares; 2025Q4: 273 shares 273 $51K <0.01% 0 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: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares 2,000 $51K <0.01% 0 Timeline IPAY AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,135 shares; 2024Q4: 1,135 shares; 2025Q1: 1,135 shares; 2025Q2: 1,135 shares; 2025Q3: 1,135 shares; 2025Q4: 975 shares 975 $51K <0.01% -160 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: 224 shares; 2024Q4: 224 shares; 2025Q1: 224 shares; 2025Q2: 224 shares; 2025Q3: 224 shares; 2025Q4: 224 shares 224 $47K <0.01% 0 Timeline HGV HILTON GRAND VACATIONS INC More: the full row for HILTON GRAND VACATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,057 shares; 2025Q3: 1,049 shares; 2025Q4: 1,047 shares 1,047 $47K <0.01% -2 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 690 shares; 2024Q4: 690 shares; 2025Q1: 690 shares; 2025Q2: 690 shares; 2025Q3: 690 shares; 2025Q4: 1,035 shares 1,035 $47K <0.01% +345 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 464 shares; 2025Q4: 487 shares 487 $45K <0.01% +23 Timeline ASLE AERSALE CORPORATION More: the full row for AERSALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,638 shares; 2024Q4: 4,017 shares; 2025Q1: 5,536 shares; 2025Q2: 6,078 shares; 2025Q3: 7,212 shares; 2025Q4: 6,352 shares 6,352 $45K <0.01% -860 Timeline VDC 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: 353 shares; 2024Q4: 208 shares; 2025Q1: 208 shares; 2025Q2: 208 shares; 2025Q3: 208 shares; 2025Q4: 208 shares 208 $44K <0.01% 0 Timeline SKYY FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,566 shares; 2024Q4: 1,566 shares; 2025Q1: 1,566 shares; 2025Q2: 481 shares; 2025Q3: 481 shares; 2025Q4: 337 shares 337 $44K <0.01% -144 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 453 shares; 2025Q4: 475 shares 475 $42K <0.01% +22 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 137 shares; 2025Q4: 146 shares 146 $42K <0.01% +9 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: not reported; 2025Q3: 62 shares; 2025Q4: 66 shares 66 $41K <0.01% +4 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: 611 shares; 2024Q4: 139 shares; 2025Q1: 198 shares; 2025Q2: 6,814 shares; 2025Q3: 9,788 shares; 2025Q4: 439 shares 439 $40K <0.01% -9,349 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 375 shares; 2025Q4: 394 shares 394 $39K <0.01% +19 Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,283 shares; 2025Q4: 2,397 shares 2,397 $39K <0.01% +114 Timeline ODYS ODYSIGHT AI INC More: the full row for ODYSIGHT 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: 12,100 shares; 2025Q2: 12,100 shares; 2025Q3: 12,100 shares; 2025Q4: 12,100 shares 12,100 $39K <0.01% 0 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 1,300 shares; 2025Q2: 1,300 shares; 2025Q3: 1,600 shares; 2025Q4: 652 shares 652 $38K <0.01% -948 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 335 shares; 2025Q4: 355 shares 355 $37K <0.01% +20 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: 138 shares; 2025Q3: 136 shares; 2025Q4: 120 shares 120 $37K <0.01% -16 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,197 shares; 2024Q4: not reported; 2025Q1: 17,630 shares; 2025Q2: 14,851 shares; 2025Q3: 11,914 shares; 2025Q4: 40 shares 40 $37K <0.01% -11,874 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,559 shares; 2024Q4: 2,116 shares; 2025Q1: 2,692 shares; 2025Q2: 2,692 shares; 2025Q3: 2,692 shares; 2025Q4: 2,692 shares 2,692 $35K <0.01% 0 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 489 shares; 2024Q4: 489 shares; 2025Q1: 221,369 shares; 2025Q2: 396,189 shares; 2025Q3: 396,189 shares; 2025Q4: 489 shares 489 $34K <0.01% -395,700 Timeline NIO NIO INC More: the full row for NIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,702 shares; 2024Q4: 12,059 shares; 2025Q1: 26,673 shares; 2025Q2: 6,673 shares; 2025Q3: 6,673 shares; 2025Q4: 6,673 shares 6,673 $34K <0.01% 0 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,650 shares; 2025Q3: 2,001 shares; 2025Q4: 209 shares 209 $33K <0.01% -1,792 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: 167 shares; 2025Q4: 177 shares 177 $30K <0.01% +10 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: 639,088 shares; 2024Q4: 681,068 shares; 2025Q1: 700,897 shares; 2025Q2: 640,741 shares; 2025Q3: 500 shares; 2025Q4: 500 shares 500 $29K <0.01% 0 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY 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: 216 shares; 2025Q4: 227 shares 227 $29K <0.01% +11 Timeline AEE AMEREN CORP More: the full row for AMEREN 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: 281 shares; 2025Q4: 295 shares 295 $29K <0.01% +14 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 600 shares; 2025Q4: 630 shares 630 $28K <0.01% +30 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 768 shares; 2025Q4: 807 shares 807 $28K <0.01% +39 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest 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: 386 shares; 2025Q4: 410 shares 410 $28K <0.01% +24 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: not reported; 2025Q3: 203 shares; 2025Q4: 213 shares 213 $28K <0.01% +10 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,320 shares; 2024Q4: 1,320 shares; 2025Q1: 1,120 shares; 2025Q2: 1,120 shares; 2025Q3: 1,120 shares; 2025Q4: 390 shares 390 $28K <0.01% -730 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: 220 shares; 2024Q4: 220 shares; 2025Q1: 220 shares; 2025Q2: 220 shares; 2025Q3: 220 shares; 2025Q4: 220 shares 220 $27K <0.01% 0 Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT 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: 678 shares; 2025Q4: 712 shares 712 $27K <0.01% +34 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: 105 shares; 2024Q4: 75 shares; 2025Q1: 75 shares; 2025Q2: 75 shares; 2025Q3: 75 shares; 2025Q4: 75 shares 75 $26K <0.01% 0 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 400 shares; 2025Q4: 420 shares 420 $25K <0.01% +20 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: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 7,695 shares; 2025Q4: 300 shares 300 $24K <0.01% -7,395 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: not reported; 2024Q4: not reported; 2025Q1: 818 shares; 2025Q2: 980 shares; 2025Q3: 546 shares; 2025Q4: 41 shares 41 $23K <0.01% -505 Timeline SBAC SBA COMMUNICATIONS CORP More: the full row for SBA COMMUNICATIONS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 111 shares; 2025Q4: 117 shares 117 $23K <0.01% +6 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 311 shares; 2025Q4: 332 shares 332 $23K <0.01% +21 Timeline NI NISOURCE INC More: the full row for NISOURCE 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: 1,908 shares; 2025Q2: not reported; 2025Q3: 489 shares; 2025Q4: 521 shares 521 $22K <0.01% +32 Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares 100 $21K <0.01% 0 Timeline BAH BOOZ ALLEN HAMILTON HLDG COR More: the full row for BOOZ ALLEN HAMILTON HLDG COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 59,293 shares; 2025Q1: 44,490 shares; 2025Q2: 40,550 shares; 2025Q3: 250 shares; 2025Q4: 250 shares 250 $21K <0.01% 0 Timeline ESPO 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: 206 shares; 2024Q4: 206 shares; 2025Q1: 206 shares; 2025Q2: 206 shares; 2025Q3: 206 shares; 2025Q4: 206 shares 206 $21K <0.01% 0 Timeline CAPR CAPRICOR THERAPEUTICS INC More: the full row for CAPRICOR THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 689 shares; 2024Q4: 689 shares; 2025Q1: 689 shares; 2025Q2: 689 shares; 2025Q3: 689 shares; 2025Q4: 689 shares 689 $20K <0.01% 0 Timeline LII LENNOX INTL INC More: the full row for LENNOX INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 36 shares; 2025Q4: 39 shares 39 $19K <0.01% +3 Timeline TLN TALEN ENERGY CORP More: the full row for TALEN 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: 46 shares; 2025Q4: 51 shares 51 $19K <0.01% +5 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: 360 shares; 2024Q4: 360 shares; 2025Q1: 360 shares; 2025Q2: 360 shares; 2025Q3: 360 shares; 2025Q4: 360 shares 360 $18K <0.01% 0 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT 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: 267 shares; 2025Q4: 281 shares 281 $18K <0.01% +14 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23 shares; 2024Q4: 23 shares; 2025Q1: 23 shares; 2025Q2: 23 shares; 2025Q3: 23 shares; 2025Q4: 23 shares 23 $18K <0.01% 0 Timeline EVRG EVERGY INC More: the full row for EVERGY 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: 240 shares; 2025Q4: 252 shares 252 $18K <0.01% +12 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: not reported; 2025Q4: 130 shares 130 $17K <0.01% new Timeline APG API GROUP CORP More: the full row for API GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 454 shares 454 $17K <0.01% new Timeline TOTALENERGIES SE -SPON ADR TOTALENERGIES SE -SPON ADR More: the full row for TOTALENERGIES SE -SPON ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 259 shares; 2024Q4: 259 shares; 2025Q1: 259 shares; 2025Q2: 259 shares; 2025Q3: 259 shares; 2025Q4: 259 shares 259 $17K <0.01% 0 BIB 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: 198 shares; 2024Q4: 198 shares; 2025Q1: 198 shares; 2025Q2: 198 shares; 2025Q3: 198 shares; 2025Q4: 198 shares 198 $16K <0.01% 0 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 44 shares; 2025Q4: 47 shares 47 $15K <0.01% +3 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: 2,077 shares; 2024Q4: 468 shares; 2025Q1: 468 shares; 2025Q2: 468 shares; 2025Q3: 468 shares; 2025Q4: 468 shares 468 $14K <0.01% 0 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: not reported; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares 100 $14K <0.01% 0 Timeline ACM AECOM More: the full row for AECOM Quarterly shares; oldest 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: 137 shares; 2025Q4: 144 shares 144 $14K <0.01% +7 Timeline MAS MASCO CORP More: the full row for MASCO 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: 218 shares; 2025Q4: 227 shares 227 $14K <0.01% +9 Timeline BLDR BUILDERS FIRSTSOURCE INC More: the full row for BUILDERS FIRSTSOURCE 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: 114 shares; 2025Q4: 121 shares 121 $12K <0.01% +7 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: 426 shares; 2024Q4: 539 shares; 2025Q1: 58 shares; 2025Q2: 54 shares; 2025Q3: 37 shares; 2025Q4: 37 shares 37 $12K <0.01% 0 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: 573 shares; 2024Q4: 586 shares; 2025Q1: 598 shares; 2025Q2: 610 shares; 2025Q3: 610 shares; 2025Q4: 610 shares 610 $12K <0.01% 0 Timeline DNL 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: 290 shares; 2024Q4: 290 shares; 2025Q1: 290 shares; 2025Q2: 290 shares; 2025Q3: 290 shares; 2025Q4: 290 shares 290 $12K <0.01% 0 Timeline CAR AVIS BUDGET GROUP INC More: the full row for AVIS BUDGET GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 451 shares; 2024Q4: 379 shares; 2025Q1: 329 shares; 2025Q2: 94 shares; 2025Q3: 94 shares; 2025Q4: 94 shares 94 $12K <0.01% 0 Timeline PNW PINNACLE WEST CAP CORP More: the full row for PINNACLE WEST CAP 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: 124 shares; 2025Q4: 132 shares 132 $12K <0.01% +8 Timeline TEAD TEADS HLDG CO More: the full row for TEADS HLDG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,900 shares; 2024Q4: 12,900 shares; 2025Q1: 12,900 shares; 2025Q2: 12,900 shares; 2025Q3: 12,900 shares; 2025Q4: 12,900 shares 12,900 $10K <0.01% 0 Timeline NCLH NORWEGIAN CRUISE LINE HLDGS More: the full row for NORWEGIAN CRUISE LINE HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 441 shares; 2025Q3: 359 shares; 2025Q4: 358 shares 358 $8K <0.01% -1 Timeline JD JD.COM INC More: the full row for JD.COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 292 shares; 2024Q4: 292 shares; 2025Q1: 292 shares; 2025Q2: 292 shares; 2025Q3: 292 shares; 2025Q4: 292 shares 292 $8K <0.01% 0 Timeline LBTYK LIBERTY GLOBAL LTD More: the full row for LIBERTY GLOBAL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 600 shares; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 600 shares 600 $7K <0.01% 0 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 215 shares; 2025Q2: 215 shares; 2025Q3: 215 shares; 2025Q4: 215 shares 215 $6K <0.01% 0 Timeline H HYATT HOTELS CORP More: the full row for HYATT HOTELS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 42 shares; 2025Q3: 34 shares; 2025Q4: 32 shares 32 $5K <0.01% -2 Timeline TNL TRAVEL PLUS LEISURE CO More: the full row for TRAVEL PLUS LEISURE 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: 66 shares; 2025Q3: 52 shares; 2025Q4: 50 shares 50 $4K <0.01% -2 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 759,229 shares; 2024Q4: 759,229 shares; 2025Q1: 759,085 shares; 2025Q2: 759,085 shares; 2025Q3: 759,085 shares; 2025Q4: 15 shares 15 $4K <0.01% -759,070 Timeline WH WYNDHAM HOTELS & RESORTS INC More: the full row for WYNDHAM HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 76 shares; 2025Q3: 61 shares; 2025Q4: 59 shares 59 $4K <0.01% -2 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,765 shares; 2024Q4: 1,013 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 50 shares 50 $2K <0.01% 0 Timeline CHH CHOICE HOTELS INTL INC More: the full row for CHOICE HOTELS 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: 22 shares; 2025Q3: 17 shares; 2025Q4: 16 shares 16 $2K <0.01% -1 Timeline GBTG GLOBAL BUSINESS TRAVEL GROUP More: the full row for GLOBAL BUSINESS TRAVEL GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 88 shares; 2025Q3: 88 shares; 2025Q4: 88 shares 88 $1K <0.01% 0 Timeline VAC MARRIOTT VACATIONS WORLDWIDE More: the full row for MARRIOTT VACATIONS WORLDWIDE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 32 shares; 2025Q3: 22 shares; 2025Q4: 21 shares 21 $1K <0.01% -1 Timeline LILA LIBERTY LATIN AMERICA LTD More: the full row for LIBERTY LATIN AMERICA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares 200 $1K <0.01% 0 Timeline STKH STEAKHOLDER FOODS LTD More: the full row for STEAKHOLDER FOODS 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: 351 shares; 2025Q4: 351 shares 351 $1K <0.01% 0 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 636 shares; 2024Q4: 1 shares; 2025Q1: 181 shares; 2025Q2: 181 shares; 2025Q3: 181 shares; 2025Q4: 1 shares 1 $0 0% -180 Value filed as zero, left out of ratios. 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: 14,069 shares; 2025Q2: 14,069 shares; 2025Q3: 0 shares; 2025Q4: 0 shares 0 $0 0% 0 Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. Timeline SABR SABRE CORP More: the full row for SABRE 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: 383 shares; 2025Q3: 313 shares; 2025Q4: 310 shares 310 $0 0% -3 Value filed as zero, left out of ratios. Timeline LILAK LIBERTY LATIN AMERICA LTD More: the full row for LIBERTY LATIN AMERICA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53 shares; 2024Q4: 53 shares; 2025Q1: 53 shares; 2025Q2: 53 shares; 2025Q3: 53 shares; 2025Q4: 53 shares 53 $0 0% 0 Value filed as zero, left out of ratios. Timeline BUG GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares 1 $0 0% 0 Value filed as zero, left out of ratios. 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: 37 shares; 2025Q3: 30 shares; 2025Q4: 30 shares 30 $0 0% 0 Value filed as zero, left out of ratios. Timeline PEJ 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: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares 1 $0 0% 0 Value filed as zero, left out of ratios. Timeline