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: 289,987 shares; 2024Q4: 287,263 shares; 2025Q1: 288,455 shares; 2025Q2: 286,240 shares; 2025Q3: 291,361 shares; 2025Q4: 286,951 shares 286,951 $139M 6.91% -4,410 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: 397,229 shares; 2024Q4: 390,801 shares; 2025Q1: 395,708 shares; 2025Q2: 389,388 shares; 2025Q3: 397,834 shares; 2025Q4: 397,184 shares 397,184 $108M 5.38% -650 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: 255,801 shares; 2024Q4: 243,767 shares; 2025Q1: 257,393 shares; 2025Q2: 245,273 shares; 2025Q3: 237,380 shares; 2025Q4: 215,204 shares 215,204 $74.5M 3.71% -22,176 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: 325,367 shares; 2024Q4: 343,550 shares; 2025Q1: 351,111 shares; 2025Q2: 349,037 shares; 2025Q3: 358,613 shares; 2025Q4: 348,803 shares 348,803 $65.1M 3.24% -9,810 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: 94,124 shares; 2024Q4: 92,842 shares; 2025Q1: 92,056 shares; 2025Q2: 92,503 shares; 2025Q3: 92,498 shares; 2025Q4: 91,417 shares 91,417 $62.6M 3.12% -1,081 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: 170,685 shares; 2024Q4: 167,518 shares; 2025Q1: 174,519 shares; 2025Q2: 168,700 shares; 2025Q3: 153,168 shares; 2025Q4: 180,169 shares 180,169 $56.4M 2.81% +27,001 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: 180,911 shares; 2024Q4: 173,900 shares; 2025Q1: 163,798 shares; 2025Q2: 161,814 shares; 2025Q3: 159,400 shares; 2025Q4: 156,407 shares 156,407 $50.4M 2.51% -2,993 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: 169,502 shares; 2024Q4: 180,607 shares; 2025Q1: 182,976 shares; 2025Q2: 183,587 shares; 2025Q3: 208,687 shares; 2025Q4: 203,882 shares 203,882 $47.1M 2.34% -4,805 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: 197,403 shares; 2024Q4: 192,988 shares; 2025Q1: 181,705 shares; 2025Q2: 180,750 shares; 2025Q3: 167,423 shares; 2025Q4: 142,467 shares 142,467 $40.7M 2.02% -24,956 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,681 shares; 2024Q4: 78,535 shares; 2025Q1: 77,276 shares; 2025Q2: 75,590 shares; 2025Q3: 75,526 shares; 2025Q4: 74,911 shares 74,911 $35.5M 1.77% -615 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: 155,786 shares; 2024Q4: 153,235 shares; 2025Q1: 153,375 shares; 2025Q2: 124,843 shares; 2025Q3: 110,938 shares; 2025Q4: 110,920 shares 110,920 $34.8M 1.73% -18 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: 39,700 shares; 2024Q4: 37,741 shares; 2025Q1: 40,047 shares; 2025Q2: 40,147 shares; 2025Q3: 33,563 shares; 2025Q4: 39,791 shares 39,791 $34.3M 1.71% +6,228 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: 37,286 shares; 2024Q4: 40,666 shares; 2025Q1: 40,238 shares; 2025Q2: 37,365 shares; 2025Q3: 39,034 shares; 2025Q4: 38,113 shares 38,113 $33.5M 1.67% -921 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: 51,179 shares; 2024Q4: 50,339 shares; 2025Q1: 52,046 shares; 2025Q2: 45,904 shares; 2025Q3: 47,782 shares; 2025Q4: 45,121 shares 45,121 $29.8M 1.48% -2,661 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: 283,050 shares; 2024Q4: 304,216 shares; 2025Q1: 287,656 shares; 2025Q2: 297,656 shares; 2025Q3: 262,808 shares; 2025Q4: 260,881 shares 260,881 $27.5M 1.37% -1,927 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: 200,906 shares; 2024Q4: 197,011 shares; 2025Q1: 205,819 shares; 2025Q2: 206,529 shares; 2025Q3: 204,989 shares; 2025Q4: 217,753 shares 217,753 $25.4M 1.26% +12,764 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: 54,941 shares; 2024Q4: 59,482 shares; 2025Q1: 68,987 shares; 2025Q2: 68,474 shares; 2025Q3: 47,929 shares; 2025Q4: 64,936 shares 64,936 $22.8M 1.13% +17,007 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 235,977 shares; 2024Q4: 233,274 shares; 2025Q1: 232,100 shares; 2025Q2: 231,822 shares; 2025Q3: 232,242 shares; 2025Q4: 230,838 shares 230,838 $20.7M 1.03% -1,404 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: 30,877 shares; 2024Q4: 33,979 shares; 2025Q1: 35,006 shares; 2025Q2: 34,898 shares; 2025Q3: 34,825 shares; 2025Q4: 34,139 shares 34,139 $19.8M 0.98% -686 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,068 shares; 2024Q4: 82,052 shares; 2025Q1: 81,985 shares; 2025Q2: 82,168 shares; 2025Q3: 82,212 shares; 2025Q4: 80,847 shares 80,847 $19.5M 0.97% -1,365 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: 112,655 shares; 2024Q4: 109,886 shares; 2025Q1: 106,164 shares; 2025Q2: 105,330 shares; 2025Q3: 104,609 shares; 2025Q4: 102,074 shares 102,074 $18.7M 0.93% -2,535 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: 294,511 shares; 2024Q4: 287,465 shares; 2025Q1: 284,642 shares; 2025Q2: 283,460 shares; 2025Q3: 312,996 shares; 2025Q4: 296,986 shares 296,986 $16.3M 0.81% -16,010 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,068 shares; 2024Q4: 44,483 shares; 2025Q1: 89,357 shares; 2025Q2: 162,721 shares; 2025Q3: 161,978 shares; 2025Q4: 158,331 shares 158,331 $15.8M 0.79% -3,647 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: 29,806 shares; 2024Q4: 29,216 shares; 2025Q1: 28,946 shares; 2025Q2: 28,916 shares; 2025Q3: 28,646 shares; 2025Q4: 27,406 shares 27,406 $13.8M 0.69% -1,240 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: 49,006 shares; 2024Q4: 46,988 shares; 2025Q1: 46,900 shares; 2025Q2: 46,631 shares; 2025Q3: 46,426 shares; 2025Q4: 45,299 shares 45,299 $13.1M 0.65% -1,127 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,982 shares; 2024Q4: 82,006 shares; 2025Q1: 60,525 shares; 2025Q2: 60,456 shares; 2025Q3: 60,141 shares; 2025Q4: 62,606 shares 62,606 $13M 0.65% +2,465 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: 16,350 shares; 2024Q4: 34,304 shares; 2025Q1: 27,307 shares; 2025Q2: 22,531 shares; 2025Q3: 15,980 shares; 2025Q4: 28,665 shares 28,665 $12.9M 0.64% +12,685 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: 24,684 shares; 2024Q4: 24,538 shares; 2025Q1: 24,720 shares; 2025Q2: 24,840 shares; 2025Q3: 25,046 shares; 2025Q4: 24,599 shares 24,599 $12.9M 0.64% -447 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: 179,586 shares; 2024Q4: 176,071 shares; 2025Q1: 172,340 shares; 2025Q2: 169,092 shares; 2025Q3: 167,797 shares; 2025Q4: 162,802 shares 162,802 $12.5M 0.62% -4,995 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,510 shares; 2024Q4: 34,895 shares; 2025Q1: 34,740 shares; 2025Q2: 34,021 shares; 2025Q3: 26,789 shares; 2025Q4: 26,493 shares 26,493 $12.4M 0.62% -296 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,597 shares; 2024Q4: 44,261 shares; 2025Q1: 43,829 shares; 2025Q2: 43,489 shares; 2025Q3: 43,360 shares; 2025Q4: 43,143 shares 43,143 $12M 0.6% -217 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,661 shares; 2024Q4: 46,866 shares; 2025Q1: 46,658 shares; 2025Q2: 46,835 shares; 2025Q3: 46,665 shares; 2025Q4: 46,724 shares 46,724 $12M 0.6% +59 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: 236,448 shares; 2024Q4: 226,340 shares; 2025Q1: 224,492 shares; 2025Q2: 224,454 shares; 2025Q3: 224,450 shares; 2025Q4: 221,614 shares 221,614 $11.7M 0.58% -2,836 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,065 shares; 2024Q4: 35,530 shares; 2025Q1: 35,894 shares; 2025Q2: 35,381 shares; 2025Q3: 34,976 shares; 2025Q4: 34,621 shares 34,621 $11.6M 0.58% -355 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: 46,731 shares; 2024Q4: 44,061 shares; 2025Q1: 46,853 shares; 2025Q2: 46,834 shares; 2025Q3: 41,131 shares; 2025Q4: 50,496 shares 50,496 $11.5M 0.57% +9,365 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: 12,198 shares; 2024Q4: 9,435 shares; 2025Q1: 9,050 shares; 2025Q2: 7,906 shares; 2025Q3: 4,756 shares; 2025Q4: 10,722 shares 10,722 $11.5M 0.57% +5,966 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: 17,029 shares; 2024Q4: 16,599 shares; 2025Q1: 18,268 shares; 2025Q2: 16,208 shares; 2025Q3: 16,028 shares; 2025Q4: 19,404 shares 19,404 $11.1M 0.55% +3,376 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110,437 shares; 2024Q4: 119,622 shares; 2025Q1: 80,309 shares; 2025Q2: 79,940 shares; 2025Q3: 79,183 shares; 2025Q4: 76,654 shares 76,654 $11M 0.55% -2,529 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,357 shares; 2024Q4: 91,503 shares; 2025Q1: 79,290 shares; 2025Q2: 78,966 shares; 2025Q3: 92,775 shares; 2025Q4: 76,497 shares 76,497 $11M 0.55% -16,278 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: 28,519 shares; 2024Q4: 106,745 shares; 2025Q1: 101,786 shares; 2025Q2: 94,319 shares; 2025Q3: 93,670 shares; 2025Q4: 96,850 shares 96,850 $10.8M 0.54% +3,180 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: 37,424 shares; 2024Q4: 30,967 shares; 2025Q1: 36,855 shares; 2025Q2: 36,823 shares; 2025Q3: 37,125 shares; 2025Q4: 29,025 shares 29,025 $10.7M 0.53% -8,100 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: 20,933 shares; 2024Q4: 50,711 shares; 2025Q1: 49,095 shares; 2025Q2: 49,869 shares; 2025Q3: 54,322 shares; 2025Q4: 49,432 shares 49,432 $10.7M 0.53% -4,890 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 112,687 shares; 2024Q4: 117,376 shares; 2025Q1: 115,657 shares; 2025Q2: 115,727 shares; 2025Q3: 115,804 shares; 2025Q4: 115,860 shares 115,860 $10.7M 0.53% +56 Timeline VBR 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: 54,376 shares; 2024Q4: 54,429 shares; 2025Q1: 51,916 shares; 2025Q2: 51,675 shares; 2025Q3: 50,513 shares; 2025Q4: 50,315 shares 50,315 $10.7M 0.53% -198 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 44,686 shares; 2025Q4: 47,072 shares 47,072 $10.3M 0.51% +2,386 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: 102,890 shares; 2024Q4: 100,523 shares; 2025Q1: 117,012 shares; 2025Q2: 116,846 shares; 2025Q3: 116,618 shares; 2025Q4: 110,241 shares 110,241 $10.3M 0.51% -6,377 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,846 shares; 2024Q4: 59,429 shares; 2025Q1: 78,539 shares; 2025Q2: 78,351 shares; 2025Q3: 69,052 shares; 2025Q4: 59,708 shares 59,708 $10.2M 0.51% -9,344 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,255 shares; 2024Q4: 32,832 shares; 2025Q1: 32,073 shares; 2025Q2: 31,744 shares; 2025Q3: 31,683 shares; 2025Q4: 31,665 shares 31,665 $9.57M 0.48% -18 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,855 shares; 2024Q4: 55,013 shares; 2025Q1: 53,107 shares; 2025Q2: 53,007 shares; 2025Q3: 52,313 shares; 2025Q4: 51,824 shares 51,824 $9.19M 0.46% -489 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 119,763 shares; 2024Q4: 118,371 shares; 2025Q1: 114,958 shares; 2025Q2: 114,218 shares; 2025Q3: 113,498 shares; 2025Q4: 110,133 shares 110,133 $9.19M 0.46% -3,365 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,578 shares; 2024Q4: 19,148 shares; 2025Q1: 18,734 shares; 2025Q2: 18,684 shares; 2025Q3: 18,534 shares; 2025Q4: 17,694 shares 17,694 $9.03M 0.45% -840 Timeline FHN FIRST HORIZON CORPORATION More: the full row for FIRST HORIZON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 316,955 shares; 2024Q4: 339,664 shares; 2025Q1: 383,411 shares; 2025Q2: 351,587 shares; 2025Q3: 368,521 shares; 2025Q4: 375,291 shares 375,291 $8.97M 0.45% +6,770 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: not reported; 2024Q4: not reported; 2025Q1: 18,691 shares; 2025Q2: 20,605 shares; 2025Q3: 20,680 shares; 2025Q4: 20,564 shares 20,564 $8.68M 0.43% -116 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: 183,435 shares; 2024Q4: 181,838 shares; 2025Q1: 166,407 shares; 2025Q2: 137,970 shares; 2025Q3: 137,203 shares; 2025Q4: 101,943 shares 101,943 $8.33M 0.41% -35,260 Timeline JLL JONES LANG LASALLE INC More: the full row for JONES LANG LASALLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,380 shares; 2024Q4: 19,900 shares; 2025Q1: 20,712 shares; 2025Q2: 20,660 shares; 2025Q3: 20,498 shares; 2025Q4: 24,243 shares 24,243 $8.16M 0.41% +3,745 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,561 shares; 2024Q4: 18,061 shares; 2025Q1: 14,243 shares; 2025Q2: 13,866 shares; 2025Q3: 13,685 shares; 2025Q4: 13,397 shares 13,397 $8.11M 0.4% -288 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,180 shares; 2024Q4: 29,520 shares; 2025Q1: 29,220 shares; 2025Q2: 29,160 shares; 2025Q3: 28,860 shares; 2025Q4: 65,717 shares 65,717 $8.08M 0.4% +36,857 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: 9,375 shares; 2024Q4: 7,365 shares; 2025Q1: 7,285 shares; 2025Q2: 9,627 shares; 2025Q3: 10,332 shares; 2025Q4: 9,801 shares 9,801 $8.04M 0.4% -531 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: 146,369 shares; 2024Q4: 144,046 shares; 2025Q1: 70,053 shares; 2025Q2: 66,492 shares; 2025Q3: 66,225 shares; 2025Q4: 66,091 shares 66,091 $7.95M 0.4% -134 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: 35,448 shares; 2024Q4: 34,661 shares; 2025Q1: 34,625 shares; 2025Q2: 34,163 shares; 2025Q3: 34,666 shares; 2025Q4: 33,716 shares 33,716 $7.72M 0.38% -950 Timeline ROKU ROKU INC More: the full row for ROKU 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: 25,973 shares; 2025Q2: 65,770 shares; 2025Q3: 80,101 shares; 2025Q4: 70,499 shares 70,499 $7.65M 0.38% -9,602 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: 18,443 shares; 2024Q4: 6,768 shares; 2025Q1: 15,379 shares; 2025Q2: 15,252 shares; 2025Q3: 24,980 shares; 2025Q4: 24,801 shares 24,801 $7.64M 0.38% -179 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: 32,522 shares; 2024Q4: 31,990 shares; 2025Q1: 31,560 shares; 2025Q2: 31,520 shares; 2025Q3: 31,260 shares; 2025Q4: 30,060 shares 30,060 $7.55M 0.38% -1,200 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 119,340 shares; 2024Q4: 115,538 shares; 2025Q1: 112,342 shares; 2025Q2: 111,300 shares; 2025Q3: 111,834 shares; 2025Q4: 112,187 shares 112,187 $7.54M 0.38% +353 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,143 shares; 2024Q4: 32,767 shares; 2025Q1: 31,738 shares; 2025Q2: 22,277 shares; 2025Q3: 19,082 shares; 2025Q4: 11,319 shares 11,319 $7.4M 0.37% -7,763 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: 177,489 shares; 2024Q4: 163,315 shares; 2025Q1: 149,841 shares; 2025Q2: 146,656 shares; 2025Q3: 107,740 shares; 2025Q4: 104,064 shares 104,064 $7.22M 0.36% -3,676 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: 76,770 shares; 2024Q4: 75,190 shares; 2025Q1: 74,150 shares; 2025Q2: 74,060 shares; 2025Q3: 73,330 shares; 2025Q4: 83,751 shares 83,751 $7.12M 0.35% +10,421 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,693 shares; 2024Q4: 86,883 shares; 2025Q1: 86,323 shares; 2025Q2: 86,393 shares; 2025Q3: 85,493 shares; 2025Q4: 81,218 shares 81,218 $7.11M 0.35% -4,275 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,060 shares; 2024Q4: 32,410 shares; 2025Q1: 32,120 shares; 2025Q2: 32,110 shares; 2025Q3: 31,700 shares; 2025Q4: 49,470 shares 49,470 $6.69M 0.33% +17,770 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,720 shares; 2024Q4: 24,270 shares; 2025Q1: 21,999 shares; 2025Q2: 21,979 shares; 2025Q3: 24,329 shares; 2025Q4: 20,679 shares 20,679 $6.59M 0.33% -3,650 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: 48,900 shares; 2024Q4: 48,105 shares; 2025Q1: 48,320 shares; 2025Q2: 47,600 shares; 2025Q3: 47,353 shares; 2025Q4: 46,653 shares 46,653 $6.58M 0.33% -700 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: 52,320 shares; 2024Q4: 81,995 shares; 2025Q1: 82,818 shares; 2025Q2: 84,866 shares; 2025Q3: 83,727 shares; 2025Q4: 92,617 shares 92,617 $6.47M 0.32% +8,890 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,415 shares; 2024Q4: 12,857 shares; 2025Q1: 13,978 shares; 2025Q2: 14,021 shares; 2025Q3: 14,169 shares; 2025Q4: 16,922 shares 16,922 $6.32M 0.31% +2,753 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,803 shares; 2024Q4: 42,364 shares; 2025Q1: 46,392 shares; 2025Q2: 36,370 shares; 2025Q3: 36,020 shares; 2025Q4: 34,410 shares 34,410 $6.11M 0.3% -1,610 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: 93,261 shares; 2024Q4: 83,338 shares; 2025Q1: 82,712 shares; 2025Q2: 41,784 shares; 2025Q3: 41,008 shares; 2025Q4: 39,045 shares 39,045 $5.95M 0.3% -1,963 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: 49,860 shares; 2024Q4: 49,640 shares; 2025Q1: 49,398 shares; 2025Q2: 49,348 shares; 2025Q3: 48,878 shares; 2025Q4: 47,135 shares 47,135 $5.91M 0.29% -1,743 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: 265,108 shares; 2024Q4: 258,528 shares; 2025Q1: 251,175 shares; 2025Q2: 251,035 shares; 2025Q3: 248,530 shares; 2025Q4: 237,562 shares 237,562 $5.9M 0.29% -10,968 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: 55,413 shares; 2024Q4: 54,293 shares; 2025Q1: 53,803 shares; 2025Q2: 53,803 shares; 2025Q3: 53,263 shares; 2025Q4: 50,773 shares 50,773 $5.85M 0.29% -2,490 Timeline EXP EAGLE MATLS INC More: the full row for EAGLE MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,200 shares; 2024Q4: 29,550 shares; 2025Q1: 29,180 shares; 2025Q2: 29,160 shares; 2025Q3: 28,810 shares; 2025Q4: 27,500 shares 27,500 $5.68M 0.28% -1,310 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: 71,611 shares; 2024Q4: 70,091 shares; 2025Q1: 69,131 shares; 2025Q2: 69,051 shares; 2025Q3: 68,307 shares; 2025Q4: 65,207 shares 65,207 $5.58M 0.28% -3,100 Timeline TKO TKO GROUP HOLDINGS INC More: the full row for TKO GROUP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 27,900 shares; 2025Q2: 37,877 shares; 2025Q3: 27,640 shares; 2025Q4: 26,380 shares 26,380 $5.51M 0.27% -1,260 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,264 shares; 2024Q4: 78,264 shares; 2025Q1: 82,334 shares; 2025Q2: 82,589 shares; 2025Q3: 83,044 shares; 2025Q4: 83,044 shares 83,044 $5.19M 0.26% 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: 4,497 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 35,450 shares 35,450 $5.13M 0.26% new 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: 54,351 shares; 2024Q4: 53,345 shares; 2025Q1: 53,304 shares; 2025Q2: 36,434 shares; 2025Q3: 33,520 shares; 2025Q4: 31,980 shares 31,980 $5.09M 0.25% -1,540 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: 833 shares; 2024Q4: 17,063 shares; 2025Q1: 16,933 shares; 2025Q2: 16,923 shares; 2025Q3: 16,783 shares; 2025Q4: 16,388 shares 16,388 $5.08M 0.25% -395 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: 39,250 shares; 2024Q4: 48,750 shares; 2025Q1: 47,361 shares; 2025Q2: 47,301 shares; 2025Q3: 46,895 shares; 2025Q4: 44,549 shares 44,549 $5.07M 0.25% -2,346 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,038 shares; 2024Q4: 17,047 shares; 2025Q1: 17,075 shares; 2025Q2: 17,029 shares; 2025Q3: 13,478 shares; 2025Q4: 18,365 shares 18,365 $5.05M 0.25% +4,887 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,824 shares; 2024Q4: 18,424 shares; 2025Q1: 18,204 shares; 2025Q2: 18,214 shares; 2025Q3: 18,084 shares; 2025Q4: 17,309 shares 17,309 $5M 0.25% -775 Timeline COLB COLUMBIA BKG SYS INC More: the full row for COLUMBIA BKG SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 173,303 shares; 2025Q4: 178,344 shares 178,344 $4.98M 0.25% +5,041 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: 4,437 shares; 2024Q4: 8,127 shares; 2025Q1: 4,536 shares; 2025Q2: 10,537 shares; 2025Q3: 967 shares; 2025Q4: 8,690 shares 8,690 $4.96M 0.25% +7,723 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 188,929 shares; 2024Q4: 171,065 shares; 2025Q1: 173,458 shares; 2025Q2: 174,808 shares; 2025Q3: 166,955 shares; 2025Q4: 128,907 shares 128,907 $4.95M 0.25% -38,048 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,227 shares; 2024Q4: 61,356 shares; 2025Q1: 59,973 shares; 2025Q2: 61,203 shares; 2025Q3: 61,257 shares; 2025Q4: 58,538 shares 58,538 $4.93M 0.25% -2,719 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: 45,522 shares; 2024Q4: 44,602 shares; 2025Q1: 44,180 shares; 2025Q2: 44,150 shares; 2025Q3: 43,700 shares; 2025Q4: 41,880 shares 41,880 $4.91M 0.24% -1,820 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 54,710 shares; 2025Q1: 53,980 shares; 2025Q2: 54,050 shares; 2025Q3: 53,490 shares; 2025Q4: 51,000 shares 51,000 $4.86M 0.24% -2,490 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,870 shares; 2025Q2: 20,920 shares; 2025Q3: 20,720 shares; 2025Q4: 19,780 shares 19,780 $4.79M 0.24% -940 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: 4,418 shares; 2024Q4: 4,318 shares; 2025Q1: 3,918 shares; 2025Q2: 3,868 shares; 2025Q3: 19,088 shares; 2025Q4: 17,810 shares 17,810 $4.78M 0.24% -1,278 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: 7,434 shares; 2024Q4: 7,096 shares; 2025Q1: 6,961 shares; 2025Q2: 6,804 shares; 2025Q3: 7,657 shares; 2025Q4: 50,535 shares 50,535 $4.74M 0.24% +42,878 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,180 shares; 2024Q4: 11,920 shares; 2025Q1: 11,800 shares; 2025Q2: 8,940 shares; 2025Q3: 8,860 shares; 2025Q4: 8,460 shares 8,460 $4.68M 0.23% -400 Timeline TPG TPG INC More: the full row for TPG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,300 shares; 2024Q4: 51,267 shares; 2025Q1: 41,290 shares; 2025Q2: 41,280 shares; 2025Q3: 76,930 shares; 2025Q4: 73,170 shares 73,170 $4.67M 0.23% -3,760 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: 63,602 shares; 2024Q4: 62,202 shares; 2025Q1: 61,717 shares; 2025Q2: 61,557 shares; 2025Q3: 60,996 shares; 2025Q4: 58,177 shares 58,177 $4.67M 0.23% -2,819 Timeline TKR TIMKEN CO More: the full row for TIMKEN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,190 shares; 2024Q4: 42,600 shares; 2025Q1: 42,420 shares; 2025Q2: 59,260 shares; 2025Q3: 58,070 shares; 2025Q4: 55,400 shares 55,400 $4.66M 0.23% -2,670 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,898 shares; 2024Q4: 15,538 shares; 2025Q1: 15,418 shares; 2025Q2: 15,438 shares; 2025Q3: 15,308 shares; 2025Q4: 14,648 shares 14,648 $4.57M 0.23% -660 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: 5,896 shares; 2024Q4: 6,326 shares; 2025Q1: 6,752 shares; 2025Q2: 6,748 shares; 2025Q3: 6,748 shares; 2025Q4: 6,674 shares 6,674 $4.55M 0.23% -74 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: 6,566 shares; 2024Q4: 6,546 shares; 2025Q1: 6,383 shares; 2025Q2: 6,319 shares; 2025Q3: 6,215 shares; 2025Q4: 9,247 shares 9,247 $4.47M 0.22% +3,032 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 126,224 shares; 2024Q4: 121,521 shares; 2025Q1: 123,230 shares; 2025Q2: 123,046 shares; 2025Q3: 123,991 shares; 2025Q4: 122,800 shares 122,800 $4.45M 0.22% -1,191 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 112,538 shares; 2024Q4: 97,109 shares; 2025Q1: 93,397 shares; 2025Q2: 89,911 shares; 2025Q3: 88,571 shares; 2025Q4: 82,015 shares 82,015 $4.41M 0.22% -6,556 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,503 shares; 2024Q4: 172,882 shares; 2025Q1: 172,740 shares; 2025Q2: 172,649 shares; 2025Q3: 172,248 shares; 2025Q4: 163,948 shares 163,948 $4.3M 0.21% -8,300 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: 16,962 shares; 2024Q4: 16,762 shares; 2025Q1: 16,747 shares; 2025Q2: 16,747 shares; 2025Q3: 16,677 shares; 2025Q4: 16,656 shares 16,656 $4.28M 0.21% -21 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: 35,992 shares; 2024Q4: 18,616 shares; 2025Q1: 17,987 shares; 2025Q2: 26,068 shares; 2025Q3: 28,137 shares; 2025Q4: 24,088 shares 24,088 $4.28M 0.21% -4,049 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: 59,848 shares; 2024Q4: 62,234 shares; 2025Q1: 42,330 shares; 2025Q2: 42,300 shares; 2025Q3: 68,563 shares; 2025Q4: 21,930 shares 21,930 $4.27M 0.21% -46,633 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,680 shares; 2024Q4: 50,486 shares; 2025Q1: 48,868 shares; 2025Q2: 46,434 shares; 2025Q3: 46,644 shares; 2025Q4: 44,004 shares 44,004 $4.23M 0.21% -2,640 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,922 shares; 2024Q4: 22,107 shares; 2025Q1: 22,817 shares; 2025Q2: 22,649 shares; 2025Q3: 21,184 shares; 2025Q4: 19,923 shares 19,923 $4.19M 0.21% -1,261 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: 78,013 shares; 2024Q4: 76,496 shares; 2025Q1: 76,932 shares; 2025Q2: 76,865 shares; 2025Q3: 76,188 shares; 2025Q4: 72,197 shares 72,197 $4.16M 0.21% -3,991 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,191 shares; 2024Q4: 26,651 shares; 2025Q1: 26,691 shares; 2025Q2: 26,671 shares; 2025Q3: 26,431 shares; 2025Q4: 25,141 shares 25,141 $4.09M 0.2% -1,290 Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 50,100 shares; 2025Q3: 49,630 shares; 2025Q4: 47,300 shares 47,300 $4.08M 0.2% -2,330 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,245 shares; 2024Q4: 27,710 shares; 2025Q1: 27,720 shares; 2025Q2: 27,712 shares; 2025Q3: 21,930 shares; 2025Q4: 20,950 shares 20,950 $4.07M 0.2% -980 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,031 shares; 2024Q4: 20,561 shares; 2025Q1: 20,241 shares; 2025Q2: 42,181 shares; 2025Q3: 41,481 shares; 2025Q4: 39,742 shares 39,742 $3.94M 0.2% -1,739 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97,841 shares; 2024Q4: 95,316 shares; 2025Q1: 88,566 shares; 2025Q2: 86,756 shares; 2025Q3: 93,866 shares; 2025Q4: 84,261 shares 84,261 $3.9M 0.19% -9,605 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,528 shares; 2024Q4: 52,438 shares; 2025Q1: 51,655 shares; 2025Q2: 51,565 shares; 2025Q3: 51,055 shares; 2025Q4: 48,631 shares 48,631 $3.84M 0.19% -2,424 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,166 shares; 2024Q4: 1,195 shares; 2025Q1: 6,120 shares; 2025Q2: 6,120 shares; 2025Q3: 6,152 shares; 2025Q4: 6,110 shares 6,110 $3.83M 0.19% -42 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,942 shares; 2024Q4: 15,524 shares; 2025Q1: 14,474 shares; 2025Q2: 14,099 shares; 2025Q3: 14,199 shares; 2025Q4: 12,599 shares 12,599 $3.83M 0.19% -1,600 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,797 shares; 2024Q4: 13,660 shares; 2025Q1: 13,727 shares; 2025Q2: 13,720 shares; 2025Q3: 13,932 shares; 2025Q4: 14,198 shares 14,198 $3.66M 0.18% +266 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: 30,350 shares; 2024Q4: 37,690 shares; 2025Q1: 37,390 shares; 2025Q2: 37,350 shares; 2025Q3: 36,960 shares; 2025Q4: 35,240 shares 35,240 $3.63M 0.18% -1,720 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,892 shares; 2024Q4: 15,482 shares; 2025Q1: 15,282 shares; 2025Q2: 15,322 shares; 2025Q3: 15,102 shares; 2025Q4: 14,422 shares 14,422 $3.62M 0.18% -680 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: 29,360 shares; 2024Q4: 28,790 shares; 2025Q1: 28,580 shares; 2025Q2: 28,570 shares; 2025Q3: 28,270 shares; 2025Q4: 26,920 shares 26,920 $3.44M 0.17% -1,350 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: 21,636 shares; 2024Q4: 20,832 shares; 2025Q1: 18,845 shares; 2025Q2: 18,772 shares; 2025Q3: 18,470 shares; 2025Q4: 17,520 shares 17,520 $3.36M 0.17% -950 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,571 shares; 2024Q4: 35,573 shares; 2025Q1: 35,091 shares; 2025Q2: 34,828 shares; 2025Q3: 34,770 shares; 2025Q4: 34,748 shares 34,748 $3.35M 0.17% -22 Timeline MGM MGM RESORTS INTERNATIONAL More: the full row for MGM RESORTS INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,870 shares; 2024Q4: 91,860 shares; 2025Q1: 96,710 shares; 2025Q2: 96,870 shares; 2025Q3: 95,950 shares; 2025Q4: 91,510 shares 91,510 $3.34M 0.17% -4,440 Timeline COO COOPER COS INC More: the full row for COOPER COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 43,560 shares; 2025Q1: 43,240 shares; 2025Q2: 43,280 shares; 2025Q3: 42,800 shares; 2025Q4: 40,650 shares 40,650 $3.33M 0.17% -2,150 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,746 shares; 2024Q4: 14,416 shares; 2025Q1: 14,296 shares; 2025Q2: 14,276 shares; 2025Q3: 14,136 shares; 2025Q4: 13,466 shares 13,466 $3.33M 0.17% -670 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,400 shares; 2024Q4: 16,750 shares; 2025Q1: 15,535 shares; 2025Q2: 15,135 shares; 2025Q3: 15,185 shares; 2025Q4: 13,460 shares 13,460 $3.27M 0.16% -1,725 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: 16,829 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,005 shares 24,005 $3.24M 0.16% new 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: 10,075 shares; 2024Q4: 9,761 shares; 2025Q1: 10,435 shares; 2025Q2: 13,235 shares; 2025Q3: 10,275 shares; 2025Q4: 9,825 shares 9,825 $3.24M 0.16% -450 Timeline GLPI GAMING & LEISURE P More: the full row for GAMING & LEISURE P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,540 shares; 2024Q4: 76,010 shares; 2025Q1: 75,970 shares; 2025Q2: 75,900 shares; 2025Q3: 75,160 shares; 2025Q4: 71,760 shares 71,760 $3.21M 0.16% -3,400 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,574 shares 2,574 $3.13M 0.16% new 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: 40,546 shares; 2024Q4: 25,472 shares; 2025Q1: 4,460 shares; 2025Q2: 4,128 shares; 2025Q3: 4,053 shares; 2025Q4: 11,976 shares 11,976 $3.08M 0.15% +7,923 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,323 shares; 2024Q4: 64,415 shares; 2025Q1: 65,244 shares; 2025Q2: 63,717 shares; 2025Q3: 60,183 shares; 2025Q4: 57,316 shares 57,316 $3.06M 0.15% -2,867 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,848 shares; 2024Q4: 32,178 shares; 2025Q1: 31,758 shares; 2025Q2: 31,758 shares; 2025Q3: 31,448 shares; 2025Q4: 30,088 shares 30,088 $3.04M 0.15% -1,360 Timeline XBI 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: 23,105 shares; 2024Q4: 25,509 shares; 2025Q1: 24,930 shares; 2025Q2: 23,741 shares; 2025Q3: 24,695 shares; 2025Q4: 24,419 shares 24,419 $2.98M 0.15% -276 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,375 shares; 2024Q4: 56,107 shares; 2025Q1: 55,402 shares; 2025Q2: 55,382 shares; 2025Q3: 54,982 shares; 2025Q4: 52,462 shares 52,462 $2.96M 0.15% -2,520 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: 13,302 shares; 2024Q4: 13,042 shares; 2025Q1: 13,471 shares; 2025Q2: 13,471 shares; 2025Q3: 14,337 shares; 2025Q4: 18,998 shares 18,998 $2.94M 0.15% +4,661 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: 12,445 shares; 2024Q4: 12,165 shares; 2025Q1: 12,095 shares; 2025Q2: 12,055 shares; 2025Q3: 11,985 shares; 2025Q4: 11,455 shares 11,455 $2.92M 0.15% -530 Timeline BF-B BROWN FORMAN CORP More: the full row for BROWN FORMAN 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: 116,120 shares; 2025Q3: 114,990 shares; 2025Q4: 109,410 shares 109,410 $2.85M 0.14% -5,580 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: 16,230 shares; 2024Q4: 14,610 shares; 2025Q1: 16,528 shares; 2025Q2: 13,423 shares; 2025Q3: 8,272 shares; 2025Q4: 8,259 shares 8,259 $2.84M 0.14% -13 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 68,639 shares; 2025Q3: 71,839 shares; 2025Q4: 64,289 shares 64,289 $2.8M 0.14% -7,550 Timeline TAP MOLSON COORS BEVERAGE CO More: the full row for MOLSON COORS BEVERAGE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,350 shares; 2024Q4: 71,920 shares; 2025Q1: 125,010 shares; 2025Q2: 62,840 shares; 2025Q3: 62,240 shares; 2025Q4: 59,380 shares 59,380 $2.77M 0.14% -2,860 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 40,637 shares; 2025Q2: 39,790 shares; 2025Q3: 39,630 shares; 2025Q4: 37,450 shares 37,450 $2.75M 0.14% -2,180 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: 19,985 shares; 2024Q4: 16,444 shares; 2025Q1: 15,828 shares; 2025Q2: 10,170 shares; 2025Q3: 16,649 shares; 2025Q4: 9,320 shares 9,320 $2.6M 0.13% -7,329 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: 15,835 shares; 2024Q4: 10,744 shares; 2025Q1: 8,080 shares; 2025Q2: 9,156 shares; 2025Q3: 13,279 shares; 2025Q4: 7,365 shares 7,365 $2.58M 0.13% -5,914 Timeline UVE UNIVERSAL INS HLDGS INC More: the full row for UNIVERSAL INS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,069 shares; 2024Q4: 76,069 shares; 2025Q1: 76,069 shares; 2025Q2: 76,069 shares; 2025Q3: 76,069 shares; 2025Q4: 76,069 shares 76,069 $2.57M 0.13% 0 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM 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: 14,329 shares; 2025Q4: 6,942 shares 6,942 $2.56M 0.13% -7,387 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,230 shares; 2025Q3: 2,230 shares; 2025Q4: 14,936 shares 14,936 $2.56M 0.13% +12,706 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,161 shares; 2024Q4: 38,732 shares; 2025Q1: 37,629 shares; 2025Q2: 39,635 shares; 2025Q3: 38,842 shares; 2025Q4: 20,130 shares 20,130 $2.53M 0.13% -18,712 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105,665 shares; 2024Q4: 103,030 shares; 2025Q1: 96,080 shares; 2025Q2: 93,015 shares; 2025Q3: 98,265 shares; 2025Q4: 88,660 shares 88,660 $2.48M 0.12% -9,605 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,430 shares; 2024Q4: 19,030 shares; 2025Q1: 17,980 shares; 2025Q2: 17,580 shares; 2025Q3: 16,930 shares; 2025Q4: 15,380 shares 15,380 $2.48M 0.12% -1,550 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,360 shares; 2024Q4: 214,525 shares; 2025Q1: 202,475 shares; 2025Q2: 195,425 shares; 2025Q3: 188,675 shares; 2025Q4: 95,300 shares 95,300 $2.44M 0.12% -93,375 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: 43,999 shares; 2024Q4: 47,082 shares; 2025Q1: 46,932 shares; 2025Q2: 46,951 shares; 2025Q3: 46,751 shares; 2025Q4: 43,761 shares 43,761 $2.4M 0.12% -2,990 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,598 shares; 2024Q4: 7,343 shares; 2025Q1: 8,165 shares; 2025Q2: 8,165 shares; 2025Q3: 8,210 shares; 2025Q4: 8,210 shares 8,210 $2.38M 0.12% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,204 shares; 2025Q3: not reported; 2025Q4: 13,452 shares 13,452 $2.36M 0.12% new Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,952 shares 6,952 $2.35M 0.12% new Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,832 shares; 2024Q4: 11,009 shares; 2025Q1: not reported; 2025Q2: 1,535 shares; 2025Q3: 19,261 shares; 2025Q4: 10,917 shares 10,917 $2.34M 0.12% -8,344 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,468 shares; 2025Q3: 2,440 shares; 2025Q4: 17,198 shares 17,198 $2.2M 0.11% +14,758 Timeline HMC HONDA MOTOR CO LTD More: the full row for HONDA MOTOR CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,315 shares; 2024Q4: 88,385 shares; 2025Q1: 82,035 shares; 2025Q2: 80,385 shares; 2025Q3: 82,085 shares; 2025Q4: 72,935 shares 72,935 $2.15M 0.11% -9,150 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,318 shares; 2024Q4: 5,218 shares; 2025Q1: 5,018 shares; 2025Q2: 4,968 shares; 2025Q3: 5,318 shares; 2025Q4: 5,035 shares 5,035 $2.15M 0.11% -283 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: not reported; 2025Q3: not reported; 2025Q4: 27,348 shares 27,348 $2.1M 0.1% new Timeline IHG INTERCONTINENTAL HOTELS GROU More: the full row for INTERCONTINENTAL HOTELS GROU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,915 shares; 2024Q4: 18,440 shares; 2025Q1: 17,140 shares; 2025Q2: 16,682 shares; 2025Q3: 16,682 shares; 2025Q4: 14,803 shares 14,803 $2.08M 0.1% -1,879 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: 6,305 shares; 2024Q4: 6,165 shares; 2025Q1: 6,142 shares; 2025Q2: 5,997 shares; 2025Q3: 5,958 shares; 2025Q4: 8,438 shares 8,438 $2.08M 0.1% +2,480 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: 28,348 shares; 2024Q4: 26,559 shares; 2025Q1: 39,492 shares; 2025Q2: 24,803 shares; 2025Q3: 23,599 shares; 2025Q4: 15,302 shares 15,302 $2.08M 0.1% -8,297 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,289 shares 7,289 $2.07M 0.1% new Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,300 shares; 2024Q4: 24,400 shares; 2025Q1: 22,700 shares; 2025Q2: 22,050 shares; 2025Q3: 22,950 shares; 2025Q4: 20,550 shares 20,550 $1.94M 0.1% -2,400 Timeline IVZ INVESCO LTD More: the full row for INVESCO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,550 shares; 2024Q4: 90,525 shares; 2025Q1: 83,245 shares; 2025Q2: 81,200 shares; 2025Q3: 82,100 shares; 2025Q4: 73,645 shares 73,645 $1.93M 0.1% -8,455 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,357 shares; 2024Q4: 6,347 shares; 2025Q1: 6,257 shares; 2025Q2: 6,082 shares; 2025Q3: 5,970 shares; 2025Q4: 5,889 shares 5,889 $1.9M 0.09% -81 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,819 shares; 2025Q4: 15,382 shares 15,382 $1.89M 0.09% -437 Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,422 shares; 2024Q4: 20,328 shares; 2025Q1: 4,200 shares; 2025Q2: 4,200 shares; 2025Q3: 12,581 shares; 2025Q4: 11,212 shares 11,212 $1.87M 0.09% -1,369 Timeline PHG KONINKLIJKE PHILIPS N V More: the full row for KONINKLIJKE PHILIPS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,206 shares; 2024Q4: 80,285 shares; 2025Q1: 73,485 shares; 2025Q2: 72,317 shares; 2025Q3: 78,008 shares; 2025Q4: 68,426 shares 68,426 $1.85M 0.09% -9,582 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,333 shares 14,333 $1.85M 0.09% new Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,795 shares; 2024Q4: 21,500 shares; 2025Q1: 21,490 shares; 2025Q2: 20,740 shares; 2025Q3: 20,740 shares; 2025Q4: 20,740 shares 20,740 $1.84M 0.09% 0 Timeline BNS BANK NOVA SCOTIA B C More: the full row for BANK NOVA SCOTIA B C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,150 shares; 2024Q4: 28,350 shares; 2025Q1: 26,450 shares; 2025Q2: 25,650 shares; 2025Q3: 27,350 shares; 2025Q4: 24,650 shares 24,650 $1.82M 0.09% -2,700 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: 16,512 shares; 2024Q4: 16,112 shares; 2025Q1: 14,862 shares; 2025Q2: 14,462 shares; 2025Q3: 14,562 shares; 2025Q4: 13,144 shares 13,144 $1.81M 0.09% -1,418 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,600 shares; 2024Q4: 5,450 shares; 2025Q1: 5,050 shares; 2025Q2: 4,950 shares; 2025Q3: 5,400 shares; 2025Q4: 4,850 shares 4,850 $1.79M 0.09% -550 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,905 shares; 2024Q4: 43,875 shares; 2025Q1: 43,605 shares; 2025Q2: 56,545 shares; 2025Q3: 43,085 shares; 2025Q4: 41,055 shares 41,055 $1.78M 0.09% -2,030 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 34,331 shares 34,331 $1.77M 0.09% new 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: 13,195 shares; 2024Q4: 13,927 shares; 2025Q1: 14,505 shares; 2025Q2: 14,323 shares; 2025Q3: 14,418 shares; 2025Q4: 14,382 shares 14,382 $1.77M 0.09% -36 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: 957 shares; 2024Q4: 7,245 shares; 2025Q1: 7,393 shares; 2025Q2: 4,533 shares; 2025Q3: 7,729 shares; 2025Q4: 5,797 shares 5,797 $1.77M 0.09% -1,932 Timeline AER AERCAP HOLDINGS NV More: the full row for AERCAP HOLDINGS NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,250 shares; 2024Q4: 14,850 shares; 2025Q1: 13,850 shares; 2025Q2: 13,500 shares; 2025Q3: 13,800 shares; 2025Q4: 12,250 shares 12,250 $1.76M 0.09% -1,550 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: not reported; 2024Q4: not reported; 2025Q1: 10,399 shares; 2025Q2: 10,384 shares; 2025Q3: not reported; 2025Q4: 16,971 shares 16,971 $1.76M 0.09% new Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,419 shares; 2025Q3: not reported; 2025Q4: 8,332 shares 8,332 $1.71M 0.09% new Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,672 shares; 2024Q4: 12,672 shares; 2025Q1: 12,672 shares; 2025Q2: 12,672 shares; 2025Q3: 12,562 shares; 2025Q4: 12,497 shares 12,497 $1.71M 0.09% -65 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,039 shares; 2025Q4: 14,696 shares 14,696 $1.71M 0.08% -343 Timeline TS TENARIS S A More: the full row for TENARIS S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,340 shares; 2024Q4: 52,940 shares; 2025Q1: 49,340 shares; 2025Q2: 48,035 shares; 2025Q3: 49,245 shares; 2025Q4: 44,070 shares 44,070 $1.69M 0.08% -5,175 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,789 shares; 2025Q4: 3,621 shares 3,621 $1.69M 0.08% -168 Timeline KNX KNIGHT-SWIFT TRANSN HLDGS IN More: the full row for KNIGHT-SWIFT TRANSN HLDGS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,314 shares; 2024Q4: 34,544 shares; 2025Q1: 34,124 shares; 2025Q2: 34,094 shares; 2025Q3: 33,514 shares; 2025Q4: 32,024 shares 32,024 $1.67M 0.08% -1,490 Timeline CPT CAMDEN PPTY TR More: the full row for CAMDEN PPTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,687 shares; 2024Q4: 14,922 shares; 2025Q1: 21,107 shares; 2025Q2: 24,767 shares; 2025Q3: 26,102 shares; 2025Q4: 15,083 shares 15,083 $1.66M 0.08% -11,019 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,594 shares; 2024Q4: 17,598 shares; 2025Q1: 27,601 shares; 2025Q2: 26,586 shares; 2025Q3: 17,590 shares; 2025Q4: 17,594 shares 17,594 $1.64M 0.08% +4 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,153 shares; 2024Q4: 68,180 shares; 2025Q1: 68,882 shares; 2025Q2: 104,525 shares; 2025Q3: 106,328 shares; 2025Q4: 25,725 shares 25,725 $1.64M 0.08% -80,603 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: 20,780 shares; 2024Q4: 6,999 shares; 2025Q1: 10,589 shares; 2025Q2: 5,532 shares; 2025Q3: not reported; 2025Q4: 2,431 shares 2,431 $1.64M 0.08% new Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,706 shares; 2025Q4: 11,995 shares 11,995 $1.63M 0.08% +1,289 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,325 shares; 2024Q4: 9,125 shares; 2025Q1: 8,475 shares; 2025Q2: 8,200 shares; 2025Q3: 8,200 shares; 2025Q4: 7,300 shares 7,300 $1.63M 0.08% -900 Timeline AB ALLIANCEBERNSTEIN HLDG L P More: the full row for ALLIANCEBERNSTEIN HLDG L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,883 shares; 2024Q4: 16,433 shares; 2025Q1: 16,433 shares; 2025Q2: 34,915 shares; 2025Q3: 43,351 shares; 2025Q4: 41,911 shares 41,911 $1.61M 0.08% -1,440 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,104 shares; 2024Q4: 23,504 shares; 2025Q1: 21,711 shares; 2025Q2: 21,161 shares; 2025Q3: 24,036 shares; 2025Q4: 21,646 shares 21,646 $1.59M 0.08% -2,390 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,346 shares; 2024Q4: 14,966 shares; 2025Q1: 14,581 shares; 2025Q2: 14,545 shares; 2025Q3: 14,525 shares; 2025Q4: 14,095 shares 14,095 $1.55M 0.08% -430 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,359 shares; 2025Q1: 2,429 shares; 2025Q2: 3,131 shares; 2025Q3: 1,905 shares; 2025Q4: 10,110 shares 10,110 $1.55M 0.08% +8,205 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 24,602 shares; 2025Q4: 23,760 shares 23,760 $1.53M 0.08% -842 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,980 shares; 2024Q4: 24,270 shares; 2025Q1: 27,070 shares; 2025Q2: 26,335 shares; 2025Q3: 26,185 shares; 2025Q4: 23,425 shares 23,425 $1.5M 0.07% -2,760 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,821 shares; 2024Q4: 22,441 shares; 2025Q1: 22,226 shares; 2025Q2: 22,226 shares; 2025Q3: 22,226 shares; 2025Q4: 22,226 shares 22,226 $1.49M 0.07% 0 Timeline INSM INSMED INC More: the full row for INSMED 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: 8,558 shares 8,558 $1.49M 0.07% new Timeline HLI HOULIHAN LOKEY INC More: the full row for HOULIHAN LOKEY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,062 shares; 2025Q3: 7,584 shares; 2025Q4: 8,400 shares 8,400 $1.46M 0.07% +816 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: 2,942 shares; 2024Q4: 5,414 shares; 2025Q1: 5,510 shares; 2025Q2: 4,970 shares; 2025Q3: 4,877 shares; 2025Q4: 10,058 shares 10,058 $1.45M 0.07% +5,181 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,519 shares; 2024Q4: 22,133 shares; 2025Q1: 21,576 shares; 2025Q2: 17,026 shares; 2025Q3: 16,747 shares; 2025Q4: 14,412 shares 14,412 $1.44M 0.07% -2,335 Timeline EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,619 shares; 2024Q4: 27,494 shares; 2025Q1: 22,308 shares; 2025Q2: 21,000 shares; 2025Q3: 19,475 shares; 2025Q4: 13,442 shares 13,442 $1.41M 0.07% -6,033 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,805 shares; 2024Q4: 26,805 shares; 2025Q1: 26,432 shares; 2025Q2: 26,097 shares; 2025Q3: 26,097 shares; 2025Q4: 26,097 shares 26,097 $1.4M 0.07% 0 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: 10,411 shares; 2024Q4: 13,661 shares; 2025Q1: 14,171 shares; 2025Q2: 14,171 shares; 2025Q3: 14,155 shares; 2025Q4: 14,380 shares 14,380 $1.38M 0.07% +225 Timeline OKTA OKTA INC More: the full row for OKTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,080 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,082 shares; 2025Q4: 15,856 shares 15,856 $1.37M 0.07% -226 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,850 shares 3,850 $1.36M 0.07% new Timeline STM STMICROELECTRONICS N V More: the full row for STMICROELECTRONICS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,660 shares; 2024Q4: 62,990 shares; 2025Q1: 58,590 shares; 2025Q2: 57,035 shares; 2025Q3: 57,735 shares; 2025Q4: 51,360 shares 51,360 $1.33M 0.07% -6,375 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,200 shares; 2024Q4: 27,500 shares; 2025Q1: 30,528 shares; 2025Q2: 30,528 shares; 2025Q3: 30,928 shares; 2025Q4: 28,528 shares 28,528 $1.31M 0.07% -2,400 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: 4,254 shares; 2024Q4: 4,254 shares; 2025Q1: 4,254 shares; 2025Q2: 4,254 shares; 2025Q3: 4,254 shares; 2025Q4: 4,784 shares 4,784 $1.31M 0.07% +530 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: 31,789 shares; 2024Q4: 29,769 shares; 2025Q1: 27,312 shares; 2025Q2: 26,557 shares; 2025Q3: 25,557 shares; 2025Q4: 23,322 shares 23,322 $1.28M 0.06% -2,235 Timeline ICLR ICON PUB LTD CO More: the full row for ICON PUB LTD CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,001 shares; 2024Q4: 7,748 shares; 2025Q1: 7,198 shares; 2025Q2: 7,068 shares; 2025Q3: 7,468 shares; 2025Q4: 6,718 shares 6,718 $1.22M 0.06% -750 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,650 shares; 2024Q4: 95,900 shares; 2025Q1: 89,350 shares; 2025Q2: 86,900 shares; 2025Q3: 86,550 shares; 2025Q4: 77,050 shares 77,050 $1.22M 0.06% -9,500 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,313 shares; 2024Q4: 24,413 shares; 2025Q1: 22,663 shares; 2025Q2: 22,113 shares; 2025Q3: 22,613 shares; 2025Q4: 20,163 shares 20,163 $1.22M 0.06% -2,450 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: 200,805 shares; 2024Q4: 202,733 shares; 2025Q1: 84,028 shares; 2025Q2: 62,817 shares; 2025Q3: 48,368 shares; 2025Q4: 39,837 shares 39,837 $1.19M 0.06% -8,531 Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,797 shares 2,797 $1.17M 0.06% new Timeline CVNA CARVANA CO More: the full row for CARVANA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,546 shares; 2024Q4: 4,250 shares; 2025Q1: 6,085 shares; 2025Q2: 5,919 shares; 2025Q3: 3,349 shares; 2025Q4: 2,773 shares 2,773 $1.17M 0.06% -576 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,300 shares; 2025Q3: 20,130 shares; 2025Q4: 20,385 shares 20,385 $1.17M 0.06% +255 Timeline ASTS AST SPACEMOBILE INC More: the full row for AST SPACEMOBILE 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: 16,024 shares 16,024 $1.16M 0.06% new Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,442 shares; 2025Q4: 16,909 shares 16,909 $1.16M 0.06% -533 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,135 shares; 2024Q4: 5,200 shares; 2025Q1: 16,541 shares; 2025Q2: 17,050 shares; 2025Q3: 16,044 shares; 2025Q4: 5,766 shares 5,766 $1.14M 0.06% -10,278 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,166 shares; 2024Q4: 6,016 shares; 2025Q1: 5,616 shares; 2025Q2: 5,466 shares; 2025Q3: 5,816 shares; 2025Q4: 5,166 shares 5,166 $1.12M 0.06% -650 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,098 shares; 2024Q4: 22,303 shares; 2025Q1: 7,098 shares; 2025Q2: 7,085 shares; 2025Q3: 22,258 shares; 2025Q4: 7,085 shares 7,085 $1.09M 0.05% -15,173 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,046 shares; 2024Q4: 6,005 shares; 2025Q1: 6,005 shares; 2025Q2: 5,951 shares; 2025Q3: 5,861 shares; 2025Q4: 5,841 shares 5,841 $1.06M 0.05% -20 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,942 shares; 2024Q4: 50,456 shares; 2025Q1: 49,676 shares; 2025Q2: 47,471 shares; 2025Q3: 45,856 shares; 2025Q4: 41,467 shares 41,467 $1.03M 0.05% -4,389 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,000 shares; 2024Q4: 39,000 shares; 2025Q1: 39,000 shares; 2025Q2: 39,000 shares; 2025Q3: 38,000 shares; 2025Q4: 38,000 shares 38,000 $1.03M 0.05% 0 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,230 shares; 2024Q4: 14,610 shares; 2025Q1: 13,710 shares; 2025Q2: 13,370 shares; 2025Q3: 13,270 shares; 2025Q4: 11,790 shares 11,790 $1.02M 0.05% -1,480 Timeline GTES GATES INDL CORP PLC More: the full row for GATES INDL CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 53,550 shares; 2025Q2: 52,250 shares; 2025Q3: 52,900 shares; 2025Q4: 47,350 shares 47,350 $1.02M 0.05% -5,550 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,126 shares; 2024Q4: 14,718 shares; 2025Q1: 13,679 shares; 2025Q2: 13,269 shares; 2025Q3: 13,769 shares; 2025Q4: 12,229 shares 12,229 $946K 0.05% -1,540 Timeline DB DEUTSCHE BK AG More: the full row for DEUTSCHE BK AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,210 shares; 2024Q4: 32,750 shares; 2025Q1: 56,350 shares; 2025Q2: 54,730 shares; 2025Q3: 26,980 shares; 2025Q4: 24,190 shares 24,190 $933K 0.05% -2,790 Timeline MT ARCELORMITTAL SA LUXEMBOURG More: the full row for ARCELORMITTAL SA LUXEMBOURG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,528 shares; 2024Q4: 23,095 shares; 2025Q1: 21,395 shares; 2025Q2: 20,917 shares; 2025Q3: 22,567 shares; 2025Q4: 20,177 shares 20,177 $919K 0.05% -2,390 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,488 shares; 2025Q1: not reported; 2025Q2: 2,684 shares; 2025Q3: 14,128 shares; 2025Q4: 7,934 shares 7,934 $897K 0.04% -6,194 Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,550 shares; 2024Q4: 19,000 shares; 2025Q1: 17,550 shares; 2025Q2: 17,100 shares; 2025Q3: 18,250 shares; 2025Q4: 18,713 shares 18,713 $893K 0.04% +463 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: 14,220 shares; 2024Q4: 13,980 shares; 2025Q1: 13,980 shares; 2025Q2: 13,980 shares; 2025Q3: 13,650 shares; 2025Q4: 13,380 shares 13,380 $883K 0.04% -270 Timeline FMS FRESENIUS MEDICAL CARE AG More: the full row for FRESENIUS MEDICAL CARE AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,200 shares; 2024Q4: 43,100 shares; 2025Q1: 40,150 shares; 2025Q2: 39,100 shares; 2025Q3: 41,000 shares; 2025Q4: 36,800 shares 36,800 $877K 0.04% -4,200 Timeline IBN ICICI BK LTD More: the full row for ICICI BK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,250 shares; 2024Q4: 45,050 shares; 2025Q1: 41,900 shares; 2025Q2: 40,800 shares; 2025Q3: 33,950 shares; 2025Q4: 28,900 shares 28,900 $861K 0.04% -5,050 Timeline TAK TAKEDA PHARMACEUTICAL CO LTD More: the full row for TAKEDA PHARMACEUTICAL CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,650 shares; 2024Q4: 67,700 shares; 2025Q1: 62,900 shares; 2025Q2: 61,250 shares; 2025Q3: 61,650 shares; 2025Q4: 54,800 shares 54,800 $854K 0.04% -6,850 Timeline STWD STARWOOD PPTY TR INC More: the full row for STARWOOD PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,950 shares; 2024Q4: 45,450 shares; 2025Q1: 76,450 shares; 2025Q2: 74,450 shares; 2025Q3: 81,349 shares; 2025Q4: 46,350 shares 46,350 $835K 0.04% -34,999 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: 3,924 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,538 shares 2,538 $831K 0.04% new Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,500 shares; 2024Q4: 19,672 shares; 2025Q1: 18,604 shares; 2025Q2: 17,342 shares; 2025Q3: 18,942 shares; 2025Q4: 16,642 shares 16,642 $816K 0.04% -2,300 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: 5,040 shares; 2024Q4: 4,940 shares; 2025Q1: 4,940 shares; 2025Q2: 4,840 shares; 2025Q3: 5,340 shares; 2025Q4: 5,390 shares 5,390 $790K 0.04% +50 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,932 shares; 2024Q4: 28,347 shares; 2025Q1: 26,747 shares; 2025Q2: 26,197 shares; 2025Q3: 24,653 shares; 2025Q4: 22,543 shares 22,543 $783K 0.04% -2,110 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 177,226 shares; 2024Q4: 169,820 shares; 2025Q1: 167,853 shares; 2025Q2: 165,569 shares; 2025Q3: 127,328 shares; 2025Q4: 15,828 shares 15,828 $779K 0.04% -111,500 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,429 shares; 2025Q4: 5,000 shares 5,000 $768K 0.04% -10,429 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,950 shares; 2024Q4: 1,950 shares; 2025Q1: 1,750 shares; 2025Q2: 1,700 shares; 2025Q3: 1,000 shares; 2025Q4: 700 shares 700 $749K 0.04% -300 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,888 shares; 2024Q4: 2,288 shares; 2025Q1: 2,789 shares; 2025Q2: 2,789 shares; 2025Q3: 2,889 shares; 2025Q4: 2,508 shares 2,508 $743K 0.04% -381 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,500 shares; 2024Q4: 16,500 shares; 2025Q1: 16,350 shares; 2025Q2: 16,450 shares; 2025Q3: 16,200 shares; 2025Q4: 14,500 shares 14,500 $738K 0.04% -1,700 Timeline BIDU BAIDU INC More: the full row for BAIDU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,005 shares; 2024Q4: 5,875 shares; 2025Q1: 5,475 shares; 2025Q2: 5,350 shares; 2025Q3: 6,100 shares; 2025Q4: 5,530 shares 5,530 $723K 0.04% -570 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: 6,040 shares; 2024Q4: 6,040 shares; 2025Q1: 4,891 shares; 2025Q2: 4,891 shares; 2025Q3: 4,891 shares; 2025Q4: 4,891 shares 4,891 $692K 0.03% 0 Timeline NWS NEWS CORP NEW More: the full row for NEWS CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,477 shares; 2024Q4: 28,977 shares; 2025Q1: 26,427 shares; 2025Q2: 25,520 shares; 2025Q3: 27,020 shares; 2025Q4: 23,320 shares 23,320 $691K 0.03% -3,700 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,736 shares; 2024Q4: 16,559 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,055 shares 4,055 $657K 0.03% new 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: 925 shares; 2024Q4: 925 shares; 2025Q1: 925 shares; 2025Q2: 925 shares; 2025Q3: 925 shares; 2025Q4: 925 shares 925 $626K 0.03% 0 Timeline SNN SMITH & NEPHEW PLC More: the full row for SMITH & NEPHEW PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,035 shares; 2024Q4: 22,275 shares; 2025Q1: 20,375 shares; 2025Q2: 19,835 shares; 2025Q3: 21,685 shares; 2025Q4: 18,985 shares 18,985 $623K 0.03% -2,700 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,332 shares; 2024Q4: 1,332 shares; 2025Q1: 1,332 shares; 2025Q2: 1,332 shares; 2025Q3: 1,332 shares; 2025Q4: 1,332 shares 1,332 $620K 0.03% 0 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,456 shares; 2024Q4: 35,347 shares; 2025Q1: 42,138 shares; 2025Q2: 5,008 shares; 2025Q3: 16,819 shares; 2025Q4: 4,906 shares 4,906 $618K 0.03% -11,913 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,580 shares; 2024Q4: 3,580 shares; 2025Q1: 3,874 shares; 2025Q2: 3,874 shares; 2025Q3: 3,874 shares; 2025Q4: 3,758 shares 3,758 $602K 0.03% -116 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,431 shares; 2024Q4: 4,446 shares; 2025Q1: 4,597 shares; 2025Q2: 4,276 shares; 2025Q3: 3,806 shares; 2025Q4: 2,724 shares 2,724 $599K 0.03% -1,082 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: 1,049 shares; 2024Q4: 1,049 shares; 2025Q1: 989 shares; 2025Q2: 989 shares; 2025Q3: 1,011 shares; 2025Q4: 964 shares 964 $592K 0.03% -47 Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 475 shares; 2024Q4: 475 shares; 2025Q1: 470 shares; 2025Q2: 470 shares; 2025Q3: 420 shares; 2025Q4: 419 shares 419 $584K 0.03% -1 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,991 shares; 2024Q4: 2,122 shares; 2025Q1: 2,664 shares; 2025Q2: 2,638 shares; 2025Q3: 2,609 shares; 2025Q4: 2,553 shares 2,553 $582K 0.03% -56 Timeline EPP ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,520 shares; 2024Q4: 11,520 shares; 2025Q1: 11,468 shares; 2025Q2: 11,468 shares; 2025Q3: 11,468 shares; 2025Q4: 11,468 shares 11,468 $579K 0.03% 0 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,666 shares; 2024Q4: 2,666 shares; 2025Q1: 2,666 shares; 2025Q2: 2,666 shares; 2025Q3: 2,666 shares; 2025Q4: 2,666 shares 2,666 $578K 0.03% 0 Timeline OVV OVINTIV INC More: the full row for OVINTIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,110 shares; 2024Q4: 25,274 shares; 2025Q1: 22,761 shares; 2025Q2: 15,870 shares; 2025Q3: 14,510 shares; 2025Q4: 14,460 shares 14,460 $567K 0.03% -50 Timeline GDMN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,000 shares; 2025Q4: 6,000 shares 6,000 $558K 0.03% -3,000 Timeline SLVR SPROTT FDS TR More: the full row for SPROTT FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,000 shares 10,000 $558K 0.03% new Timeline DAN DANA INC More: the full row for DANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19,664 shares; 2025Q1: 24,582 shares; 2025Q2: 24,503 shares; 2025Q3: 24,226 shares; 2025Q4: 23,476 shares 23,476 $558K 0.03% -750 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: 1,230 shares; 2024Q4: 1,230 shares; 2025Q1: 1,230 shares; 2025Q2: 1,230 shares; 2025Q3: 1,230 shares; 2025Q4: 1,230 shares 1,230 $548K 0.03% 0 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: 7,600 shares 7,600 $546K 0.03% new Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,305 shares; 2024Q4: 2,305 shares; 2025Q1: 2,305 shares; 2025Q2: 2,305 shares; 2025Q3: 2,305 shares; 2025Q4: 2,305 shares 2,305 $533K 0.03% 0 Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,565 shares; 2024Q4: 4,515 shares; 2025Q1: 4,315 shares; 2025Q2: 4,215 shares; 2025Q3: 4,415 shares; 2025Q4: 4,165 shares 4,165 $531K 0.03% -250 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: 9,533 shares; 2024Q4: 9,533 shares; 2025Q1: 8,399 shares; 2025Q2: 7,444 shares; 2025Q3: 7,430 shares; 2025Q4: 7,405 shares 7,405 $529K 0.03% -25 Timeline IWS 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: 4,919 shares; 2024Q4: 4,923 shares; 2025Q1: 4,526 shares; 2025Q2: 4,078 shares; 2025Q3: 3,779 shares; 2025Q4: 3,671 shares 3,671 $518K 0.03% -108 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,354 shares; 2024Q4: 5,354 shares; 2025Q1: 5,314 shares; 2025Q2: 5,314 shares; 2025Q3: 5,314 shares; 2025Q4: 5,314 shares 5,314 $515K 0.03% 0 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,962 shares; 2024Q4: 2,962 shares; 2025Q1: 2,962 shares; 2025Q2: 2,962 shares; 2025Q3: 2,962 shares; 2025Q4: 2,952 shares 2,952 $512K 0.03% -10 Timeline M MACYS INC More: the full row for MACYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,644 shares; 2024Q4: 22,139 shares; 2025Q1: 25,582 shares; 2025Q2: 25,549 shares; 2025Q3: 25,196 shares; 2025Q4: 22,986 shares 22,986 $507K 0.03% -2,210 Timeline BFH BREAD FINANCIAL HOLDINGS INC More: the full row for BREAD FINANCIAL HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,384 shares; 2024Q4: 5,734 shares; 2025Q1: 7,204 shares; 2025Q2: 7,137 shares; 2025Q3: 7,052 shares; 2025Q4: 6,825 shares 6,825 $505K 0.03% -227 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,976 shares; 2024Q4: 2,976 shares; 2025Q1: 2,977 shares; 2025Q2: 3,027 shares; 2025Q3: 3,028 shares; 2025Q4: 3,028 shares 3,028 $494K 0.02% 0 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,560 shares; 2024Q4: 1,560 shares; 2025Q1: 1,576 shares; 2025Q2: 1,576 shares; 2025Q3: 1,576 shares; 2025Q4: 1,560 shares 1,560 $491K 0.02% -16 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: 19,700 shares; 2024Q4: 19,200 shares; 2025Q1: 17,900 shares; 2025Q2: 17,400 shares; 2025Q3: 18,750 shares; 2025Q4: 17,000 shares 17,000 $488K 0.02% -1,750 Timeline SFNC SIMMONS FIRST NATL CORP More: the full row for SIMMONS FIRST NATL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,205 shares; 2024Q4: 25,205 shares; 2025Q1: 25,205 shares; 2025Q2: 25,205 shares; 2025Q3: 25,205 shares; 2025Q4: 25,205 shares 25,205 $475K 0.02% 0 Timeline SANM SANMINA CORP More: the full row for SANMINA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,994 shares; 2024Q4: not reported; 2025Q1: 3,301 shares; 2025Q2: 3,255 shares; 2025Q3: 3,221 shares; 2025Q4: 3,153 shares 3,153 $473K 0.02% -68 Timeline IESC IES HOLDINGS INC More: the full row for IES HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,055 shares; 2025Q1: 1,294 shares; 2025Q2: 1,258 shares; 2025Q3: 1,230 shares; 2025Q4: 1,200 shares 1,200 $467K 0.02% -30 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,500 shares; 2024Q4: 3,500 shares; 2025Q1: 3,500 shares; 2025Q2: 3,500 shares; 2025Q3: 3,500 shares; 2025Q4: 3,500 shares 3,500 $452K 0.02% 0 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,084 shares; 2024Q4: 4,084 shares; 2025Q1: 4,084 shares; 2025Q2: 4,081 shares; 2025Q3: 4,081 shares; 2025Q4: 1,281 shares 1,281 $439K 0.02% -2,800 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,411 shares; 2025Q2: 1,396 shares; 2025Q3: 1,371 shares; 2025Q4: 1,342 shares 1,342 $423K 0.02% -29 Timeline AMKR AMKOR TECHNOLOGY INC More: the full row for AMKOR TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,332 shares; 2024Q4: 7,814 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,682 shares 10,682 $422K 0.02% new Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,701 shares; 2024Q4: 21,421 shares; 2025Q1: 10,480 shares; 2025Q2: 10,480 shares; 2025Q3: 10,480 shares; 2025Q4: 10,340 shares 10,340 $421K 0.02% -140 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: 3,958 shares; 2024Q4: 3,955 shares; 2025Q1: 718 shares; 2025Q2: 712 shares; 2025Q3: 702 shares; 2025Q4: 688 shares 688 $421K 0.02% -14 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,200 shares; 2024Q4: 1,200 shares; 2025Q1: 1,200 shares; 2025Q2: 1,200 shares; 2025Q3: 1,200 shares; 2025Q4: 1,200 shares 1,200 $421K 0.02% 0 Timeline AEG AEGON LTD More: the full row for AEGON LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,852 shares; 2024Q4: 64,027 shares; 2025Q1: 59,827 shares; 2025Q2: 57,362 shares; 2025Q3: 60,512 shares; 2025Q4: 54,427 shares 54,427 $420K 0.02% -6,085 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: 1,499 shares; 2024Q4: 1,499 shares; 2025Q1: 1,487 shares; 2025Q2: 1,487 shares; 2025Q3: 1,487 shares; 2025Q4: 1,361 shares 1,361 $392K 0.02% -126 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI 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: 88,155 shares; 2025Q2: 14,784 shares; 2025Q3: 71,751 shares; 2025Q4: 14,949 shares 14,949 $391K 0.02% -56,802 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: 3,450 shares; 2024Q4: 3,350 shares; 2025Q1: 3,100 shares; 2025Q2: 3,050 shares; 2025Q3: 3,900 shares; 2025Q4: 3,450 shares 3,450 $390K 0.02% -450 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 980 shares; 2025Q2: 980 shares; 2025Q3: 980 shares; 2025Q4: 980 shares 980 $388K 0.02% 0 Timeline MCY MERCURY GENL CORP NEW More: the full row for MERCURY GENL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,633 shares; 2025Q1: 4,651 shares; 2025Q2: 4,607 shares; 2025Q3: 4,557 shares; 2025Q4: 4,101 shares 4,101 $386K 0.02% -456 Timeline TNK TEEKAY TANKERS LTD More: the full row for TEEKAY TANKERS 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: 7,462 shares; 2025Q2: 7,379 shares; 2025Q3: 7,303 shares; 2025Q4: 7,072 shares 7,072 $378K 0.02% -231 Timeline HEFA 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: 9,131 shares; 2024Q4: 9,131 shares; 2025Q1: 9,131 shares; 2025Q2: 9,131 shares; 2025Q3: 9,131 shares; 2025Q4: 9,131 shares 9,131 $378K 0.02% 0 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: 5,305 shares; 2024Q4: 5,305 shares; 2025Q1: 5,305 shares; 2025Q2: 5,305 shares; 2025Q3: 5,305 shares; 2025Q4: 5,305 shares 5,305 $377K 0.02% 0 Timeline BWA BORGWARNER INC More: the full row for BORGWARNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,927 shares; 2025Q1: 8,614 shares; 2025Q2: 8,677 shares; 2025Q3: 8,580 shares; 2025Q4: 8,334 shares 8,334 $376K 0.02% -246 Timeline CSTM CONSTELLIUM SE More: the full row for CONSTELLIUM SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,462 shares; 2024Q4: not reported; 2025Q1: 25,439 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,482 shares 19,482 $367K 0.02% new Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,122 shares; 2024Q4: 3,417 shares; 2025Q1: 3,261 shares; 2025Q2: 3,261 shares; 2025Q3: 3,040 shares; 2025Q4: 3,043 shares 3,043 $366K 0.02% +3 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: 7,709 shares 7,709 $363K 0.02% new Timeline THG HANOVER INS GROUP INC More: the full row for HANOVER INS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,567 shares; 2024Q4: 1,669 shares; 2025Q1: 2,085 shares; 2025Q2: 2,071 shares; 2025Q3: 2,037 shares; 2025Q4: 1,973 shares 1,973 $361K 0.02% -64 Timeline SNDR SCHNEIDER NATIONAL INC More: the full row for SCHNEIDER NATIONAL 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: 13,583 shares 13,583 $360K 0.02% new 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: 944 shares; 2024Q4: 118 shares; 2025Q1: 112 shares; 2025Q2: 112 shares; 2025Q3: 629 shares; 2025Q4: 106 shares 106 $359K 0.02% -523 Timeline BTSG BRIGHTSPRING HEALTH SVCS INC More: the full row for BRIGHTSPRING HEALTH SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,024 shares; 2025Q2: 10,121 shares; 2025Q3: 10,003 shares; 2025Q4: 9,552 shares 9,552 $358K 0.02% -451 Timeline CMBT CMB.TECH NV More: the full row for CMB.TECH NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,150 shares; 2024Q4: 46,450 shares; 2025Q1: 43,300 shares; 2025Q2: 42,100 shares; 2025Q3: 41,450 shares; 2025Q4: 36,850 shares 36,850 $356K 0.02% -4,600 Timeline EFG 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: 4,123 shares; 2024Q4: 4,124 shares; 2025Q1: 4,122 shares; 2025Q2: 4,124 shares; 2025Q3: 4,124 shares; 2025Q4: 3,056 shares 3,056 $348K 0.02% -1,068 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,264 shares 2,264 $342K 0.02% new Timeline SNX TD SYNNEX CORPORATION More: the full row for TD SYNNEX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,789 shares; 2024Q4: 1,905 shares; 2025Q1: 2,387 shares; 2025Q2: 2,366 shares; 2025Q3: 2,340 shares; 2025Q4: 2,276 shares 2,276 $342K 0.02% -64 Timeline USFD US FOODS HLDG CORP More: the full row for US FOODS HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,835 shares; 2024Q4: 3,812 shares; 2025Q1: 4,781 shares; 2025Q2: 4,743 shares; 2025Q3: 4,685 shares; 2025Q4: 4,524 shares 4,524 $341K 0.02% -161 Timeline JXN JACKSON FINANCIAL INC More: the full row for JACKSON FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,573 shares; 2025Q2: not reported; 2025Q3: 3,332 shares; 2025Q4: 3,186 shares 3,186 $340K 0.02% -146 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,947 shares; 2024Q4: 3,947 shares; 2025Q1: 3,775 shares; 2025Q2: 3,775 shares; 2025Q3: 3,775 shares; 2025Q4: 3,775 shares 3,775 $340K 0.02% 0 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,286 shares; 2024Q4: 15,943 shares; 2025Q1: 16,141 shares; 2025Q2: 16,141 shares; 2025Q3: 16,141 shares; 2025Q4: 12,577 shares 12,577 $338K 0.02% -3,564 Timeline UNFI UNITED NAT FOODS INC More: the full row for UNITED NAT FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,772 shares; 2025Q3: 9,652 shares; 2025Q4: 10,013 shares 10,013 $337K 0.02% +361 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,510 shares 7,510 $336K 0.02% new Timeline DINO HF SINCLAIR CORP More: the full row for HF SINCLAIR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,936 shares; 2025Q1: 7,358 shares; 2025Q2: 7,339 shares; 2025Q3: 7,267 shares; 2025Q4: 7,245 shares 7,245 $334K 0.02% -22 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,933 shares; 2024Q4: 8,415 shares; 2025Q1: 11,190 shares; 2025Q2: 11,190 shares; 2025Q3: 11,190 shares; 2025Q4: 11,090 shares 11,090 $333K 0.02% -100 Timeline HST HOST HOTELS & RESORTS INC More: the full row for HOST HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,198 shares; 2025Q2: not reported; 2025Q3: 18,742 shares; 2025Q4: 18,432 shares 18,432 $327K 0.02% -310 Timeline EMN EASTMAN CHEM CO More: the full row for EASTMAN CHEM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,111 shares 5,111 $326K 0.02% new Timeline ATR APTARGROUP INC More: the full row for APTARGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,666 shares; 2024Q4: 2,666 shares; 2025Q1: 2,666 shares; 2025Q2: 2,666 shares; 2025Q3: 2,666 shares; 2025Q4: 2,666 shares 2,666 $325K 0.02% 0 Timeline LEA LEAR CORP More: the full row for LEAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,434 shares; 2025Q1: 2,981 shares; 2025Q2: 2,908 shares; 2025Q3: 2,874 shares; 2025Q4: 2,784 shares 2,784 $319K 0.02% -90 Timeline ARCB ARCBEST CORP More: the full row for ARCBEST CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,441 shares; 2025Q4: 4,294 shares 4,294 $319K 0.02% -147 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: 14,187 shares; 2024Q4: 10,180 shares; 2025Q1: 9,159 shares; 2025Q2: not reported; 2025Q3: 8,617 shares; 2025Q4: 8,617 shares 8,617 $318K 0.02% 0 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,799 shares; 2024Q4: 1,806 shares; 2025Q1: 2,136 shares; 2025Q2: 2,141 shares; 2025Q3: 2,146 shares; 2025Q4: 1,977 shares 1,977 $317K 0.02% -169 Timeline PRIM PRIMORIS SVCS CORP More: the full row for PRIMORIS SVCS 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: 2,632 shares; 2025Q3: 2,601 shares; 2025Q4: 2,552 shares 2,552 $317K 0.02% -49 Timeline PARR PAR PAC HOLDINGS INC More: the full row for PAR PAC HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,003 shares 9,003 $316K 0.02% new Timeline DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD 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: 31,200 shares 31,200 $312K 0.02% new Timeline PFGC PERFORMANCE FOOD GROUP CO More: the full row for PERFORMANCE FOOD GROUP CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,732 shares; 2024Q4: 2,915 shares; 2025Q1: 3,647 shares; 2025Q2: 3,624 shares; 2025Q3: 3,578 shares; 2025Q4: 3,459 shares 3,459 $311K 0.02% -119 Timeline OUSA ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,790 shares; 2024Q4: 5,699 shares; 2025Q1: 5,409 shares; 2025Q2: 5,434 shares; 2025Q3: 5,434 shares; 2025Q4: 5,350 shares 5,350 $309K 0.02% -84 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 773 shares; 2024Q4: 773 shares; 2025Q1: 773 shares; 2025Q2: 773 shares; 2025Q3: 590 shares; 2025Q4: 590 shares 590 $301K 0.02% 0 Timeline PAG PENSKE AUTOMOTIVE GRP INC More: the full row for PENSKE AUTOMOTIVE GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,574 shares; 2025Q1: 1,928 shares; 2025Q2: 1,927 shares; 2025Q3: 1,905 shares; 2025Q4: 1,841 shares 1,841 $291K 0.01% -64 Timeline TTMI TTM TECHNOLOGIES INC More: the full row for TTM 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: 4,253 shares; 2025Q4: 4,139 shares 4,139 $286K 0.01% -114 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,828 shares; 2025Q4: 5,176 shares 5,176 $282K 0.01% -652 Timeline AFG AMERICAN FINANCIAL GROUP INC More: the full row for AMERICAN FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,639 shares; 2024Q4: 1,746 shares; 2025Q1: 2,187 shares; 2025Q2: 2,168 shares; 2025Q3: 2,143 shares; 2025Q4: 2,065 shares 2,065 $282K 0.01% -78 Timeline DNOW DNOW INC More: the full row for DNOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,417 shares; 2024Q4: 17,514 shares; 2025Q1: 21,780 shares; 2025Q2: 21,793 shares; 2025Q3: 21,369 shares; 2025Q4: 20,792 shares 20,792 $275K 0.01% -577 Timeline HOUS ANYWHERE REAL ESTATE INC More: the full row for ANYWHERE REAL ESTATE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,303 shares 19,303 $273K 0.01% new Timeline AHR AMERICAN HEALTHCARE REIT INC More: the full row for AMERICAN HEALTHCARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,037 shares; 2025Q3: 5,968 shares; 2025Q4: 5,803 shares 5,803 $273K 0.01% -165 Timeline HUBG HUB GROUP INC More: the full row for HUB GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,086 shares; 2024Q4: 5,424 shares; 2025Q1: 6,786 shares; 2025Q2: 6,760 shares; 2025Q3: 6,684 shares; 2025Q4: 6,406 shares 6,406 $273K 0.01% -278 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: 1,447 shares; 2024Q4: 9,478 shares; 2025Q1: 9,665 shares; 2025Q2: 1,387 shares; 2025Q3: 1,387 shares; 2025Q4: 1,387 shares 1,387 $271K 0.01% 0 Timeline IDCC INTERDIGITAL INC More: the full row for INTERDIGITAL 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: 860 shares; 2025Q4: 840 shares 840 $267K 0.01% -20 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 915 shares; 2024Q4: 915 shares; 2025Q1: 915 shares; 2025Q2: 915 shares; 2025Q3: 915 shares; 2025Q4: 912 shares 912 $265K 0.01% -3 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,124 shares 1,124 $263K 0.01% new 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: 715 shares; 2025Q4: 694 shares 694 $260K 0.01% -21 Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,958 shares; 2024Q4: 1,958 shares; 2025Q1: 2,058 shares; 2025Q2: 1,864 shares; 2025Q3: 1,864 shares; 2025Q4: 1,864 shares 1,864 $259K 0.01% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,469 shares; 2025Q4: 3,402 shares 3,402 $258K 0.01% -67 Timeline KB KB FINL GROUP INC More: the full row for KB FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,400 shares; 2025Q4: 3,000 shares 3,000 $258K 0.01% -400 Timeline AGX ARGAN INC More: the full row for ARGAN 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: 837 shares; 2025Q4: 819 shares 819 $257K 0.01% -18 Timeline TPH TRI POINTE HOMES INC More: the full row for TRI POINTE HOMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,484 shares; 2024Q4: 5,852 shares; 2025Q1: not reported; 2025Q2: 8,500 shares; 2025Q3: 8,396 shares; 2025Q4: 8,135 shares 8,135 $256K 0.01% -261 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,838 shares; 2024Q4: 1,838 shares; 2025Q1: 1,757 shares; 2025Q2: 1,757 shares; 2025Q3: 1,757 shares; 2025Q4: 1,757 shares 1,757 $252K 0.01% 0 Timeline PPC PILGRIMS PRIDE CORP More: the full row for PILGRIMS PRIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,244 shares; 2024Q4: 4,635 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,401 shares; 2025Q4: 6,468 shares 6,468 $252K 0.01% -933 Timeline FLR FLUOR CORP More: the full row for FLUOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,365 shares; 2024Q4: 4,653 shares; 2025Q1: 5,842 shares; 2025Q2: 5,784 shares; 2025Q3: not reported; 2025Q4: 6,355 shares 6,355 $252K 0.01% new Timeline URBN URBAN OUTFITTERS INC More: the full row for URBAN OUTFITTERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,330 shares 3,330 $251K 0.01% new Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,700 shares; 2025Q3: 2,700 shares; 2025Q4: 2,700 shares 2,700 $247K 0.01% 0 Timeline SPHR SPHERE ENTERTAINMENT CO More: the full row for SPHERE ENTERTAINMENT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,594 shares 2,594 $247K 0.01% new 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: 3,370 shares; 2024Q4: 3,328 shares; 2025Q1: 2,828 shares; 2025Q2: 2,703 shares; 2025Q3: 2,703 shares; 2025Q4: 5,406 shares 5,406 $242K 0.01% +2,703 Timeline UFPI UFP INDUSTRIES INC More: the full row for UFP INDUSTRIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,084 shares; 2024Q4: 2,222 shares; 2025Q1: 2,781 shares; 2025Q2: 2,765 shares; 2025Q3: 2,729 shares; 2025Q4: 2,635 shares 2,635 $240K 0.01% -94 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: 707 shares; 2024Q4: 757 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 255 shares 255 $238K 0.01% new Timeline REVG REV GROUP INC More: the full row for REV GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,891 shares 3,891 $237K 0.01% new Timeline EYE NATIONAL VISION HLDGS INC More: the full row for NATIONAL VISION 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: 9,425 shares; 2025Q4: 9,137 shares 9,137 $236K 0.01% -288 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,054 shares; 2024Q4: 4,978 shares; 2025Q1: 4,978 shares; 2025Q2: 4,978 shares; 2025Q3: 4,900 shares; 2025Q4: 4,900 shares 4,900 $234K 0.01% 0 Timeline HL HECLA MINING COMPANY More: the full row for HECLA MINING COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,120 shares 12,120 $233K 0.01% new Timeline CELH CELSIUS HLDGS INC More: the full row for CELSIUS 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: 37,512 shares; 2025Q3: 23,400 shares; 2025Q4: 5,057 shares 5,057 $231K 0.01% -18,343 Timeline CRK COMSTOCK RES INC More: the full row for COMSTOCK RES 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: 10,716 shares; 2025Q2: 10,415 shares; 2025Q3: 10,225 shares; 2025Q4: 9,946 shares 9,946 $231K 0.01% -279 Timeline ARWR ARROWHEAD PHARMACEUTICALS IN More: the full row for ARROWHEAD PHARMACEUTICALS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,453 shares 3,453 $229K 0.01% new Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,438 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 762 shares; 2025Q4: 746 shares 746 $228K 0.01% -16 Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,231 shares; 2024Q4: 28,681 shares; 2025Q1: 25,180 shares; 2025Q2: 24,655 shares; 2025Q3: 27,305 shares; 2025Q4: 22,445 shares 22,445 $227K 0.01% -4,860 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,382 shares; 2025Q3: 9,382 shares; 2025Q4: 9,382 shares 9,382 $226K 0.01% 0 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 984 shares; 2025Q4: 984 shares 984 $224K 0.01% 0 Timeline XMTR XOMETRY INC More: the full row for XOMETRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,756 shares 3,756 $223K 0.01% new Timeline TIGO MILLICOM INTL CELLULAR S A More: the full row for MILLICOM INTL CELLULAR 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: not reported; 2025Q3: not reported; 2025Q4: 4,027 shares 4,027 $223K 0.01% new Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,300 shares; 2024Q4: 4,300 shares; 2025Q1: 4,300 shares; 2025Q2: 4,300 shares; 2025Q3: 3,985 shares; 2025Q4: 3,000 shares 3,000 $221K 0.01% -985 Timeline FN FABRINET More: the full row for FABRINET Quarterly shares; oldest to newest; scale 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: 484 shares 484 $220K 0.01% new Timeline SIRI SIRIUSXM HOLDINGS INC More: the full row for SIRIUSXM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,000 shares; 2025Q1: 11,000 shares; 2025Q2: 11,000 shares; 2025Q3: 11,000 shares; 2025Q4: 11,000 shares 11,000 $220K 0.01% 0 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,923 shares; 2024Q4: 7,300 shares; 2025Q1: not reported; 2025Q2: 6,976 shares; 2025Q3: 6,976 shares; 2025Q4: 6,700 shares 6,700 $219K 0.01% -276 Timeline NXT NEXTPOWER INC More: the full row for NEXTPOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,508 shares 2,508 $218K 0.01% new Timeline EHC ENCOMPASS HEALTH CORP More: the full row for ENCOMPASS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,035 shares; 2025Q2: 2,035 shares; 2025Q3: 2,035 shares; 2025Q4: 2,035 shares 2,035 $216K 0.01% 0 Timeline TDS TELEPHONE & DATA SYS INC More: the full row for TELEPHONE & DATA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,284 shares; 2025Q2: not reported; 2025Q3: 5,399 shares; 2025Q4: 5,255 shares 5,255 $215K 0.01% -144 Timeline PTGX PROTAGONIST THERAPEUTICS INC More: the full row for PROTAGONIST THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,462 shares 2,462 $215K 0.01% new Timeline ABG ASBURY AUTOMOTIVE GROUP INC More: the full row for ASBURY AUTOMOTIVE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 888 shares; 2025Q1: 1,099 shares; 2025Q2: 1,140 shares; 2025Q3: 1,121 shares; 2025Q4: 915 shares 915 $213K 0.01% -206 Timeline AVADEL PHARMACEUTICALS AVADEL PHARMACEUTICALS More: the full row for AVADEL PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,861 shares 9,861 $213K 0.01% new SAH SONIC AUTOMOTIVE INC More: the full row for SONIC AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,186 shares; 2025Q4: 3,433 shares 3,433 $212K 0.01% -753 Timeline PRM PERIMETER SOLUTIONS INC More: the full row for PERIMETER 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: 7,684 shares 7,684 $212K 0.01% new Timeline VOYA VOYA FINANCIAL INC More: the full row for VOYA FINANCIAL 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: 2,824 shares 2,824 $210K 0.01% new Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,544 shares; 2025Q1: 3,544 shares; 2025Q2: 3,544 shares; 2025Q3: 3,544 shares; 2025Q4: 2,144 shares 2,144 $210K 0.01% -1,400 Timeline ADNT ADIENT PLC More: the full row for ADIENT PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,280 shares; 2025Q4: 10,888 shares 10,888 $209K 0.01% -2,392 Timeline WKC WORLD KINECT CORPORATION More: the full row for WORLD KINECT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,181 shares; 2024Q4: 8,728 shares; 2025Q1: 10,945 shares; 2025Q2: 10,943 shares; 2025Q3: 10,826 shares; 2025Q4: 8,893 shares 8,893 $208K 0.01% -1,933 Timeline CALX CALIX INC More: the full row for CALIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,930 shares 3,930 $208K 0.01% new Timeline AVT AVNET INC More: the full row for AVNET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,973 shares; 2024Q4: 4,234 shares; 2025Q1: 5,281 shares; 2025Q2: 5,235 shares; 2025Q3: 5,169 shares; 2025Q4: 4,265 shares 4,265 $205K 0.01% -904 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 859 shares; 2024Q4: 860 shares; 2025Q1: 575 shares; 2025Q2: 495 shares; 2025Q3: 475 shares; 2025Q4: 418 shares 418 $204K 0.01% -57 Timeline SCHA 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: 8,936 shares; 2025Q2: 8,936 shares; 2025Q3: 8,936 shares; 2025Q4: 7,085 shares 7,085 $202K 0.01% -1,851 Timeline CPRI CAPRI HOLDINGS LIMITED More: the full row for CAPRI HOLDINGS LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,250 shares; 2024Q4: 9,750 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,200 shares 8,200 $200K 0.01% new Timeline DXC DXC TECHNOLOGY CO More: the full row for DXC TECHNOLOGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,119 shares; 2024Q4: 11,850 shares; 2025Q1: 14,809 shares; 2025Q2: 14,804 shares; 2025Q3: 14,555 shares; 2025Q4: 12,013 shares 12,013 $176K 0.01% -2,542 Timeline STNE STONECO LTD More: the full row for STONECO 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: 10,514 shares 10,514 $156K 0.01% new Timeline OGN ORGANON & CO More: the full row for ORGANON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,753 shares; 2024Q4: 14,317 shares; 2025Q1: 14,178 shares; 2025Q2: 13,837 shares; 2025Q3: 13,737 shares; 2025Q4: 13,633 shares 13,633 $97.7K <0.01% -104 Timeline SLI STANDARD LITHIUM CORP More: the full row for STANDARD LITHIUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,400 shares; 2024Q4: 20,000 shares; 2025Q1: 20,000 shares; 2025Q2: 20,000 shares; 2025Q3: 20,000 shares; 2025Q4: 20,000 shares 20,000 $89.4K <0.01% 0 Timeline SNT SENSTAR TECHNOLOGIES CORP More: the full row for SENSTAR TECHNOLOGIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,300 shares; 2024Q4: 18,035 shares; 2025Q1: 12,035 shares; 2025Q2: 12,035 shares; 2025Q3: 12,035 shares; 2025Q4: 12,035 shares 12,035 $58.1K <0.01% 0 Timeline GSM FERROGLOBE PLC More: the full row for FERROGLOBE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,000 shares 10,000 $46.4K <0.01% new Timeline IQ IQIYI INC More: the full row for IQIYI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,450 shares; 2024Q4: 12,050 shares; 2025Q1: 12,000 shares; 2025Q2: 11,650 shares; 2025Q3: 11,400 shares; 2025Q4: 11,400 shares 11,400 $21.9K <0.01% 0 Timeline CLEARSIGN TECHNOLOGIES CORP CLEARSIGN TECHNOLOGIES CORP More: the full row for CLEARSIGN TECHNOLOGIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,454 shares; 2024Q4: 32,454 shares; 2025Q1: 32,454 shares; 2025Q2: 32,454 shares; 2025Q3: 32,454 shares; 2025Q4: 32,454 shares 32,454 $18K <0.01% 0