GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,252 shares; 2024Q4: 150,335 shares; 2025Q1: 224,251 shares; 2025Q2: 344,292 shares; 2025Q3: 331,067 shares; 2025Q4: 473,960 shares 473,960 $47.4M 6.38% +142,893 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,454 shares; 2024Q4: 80,754 shares; 2025Q1: 88,678 shares; 2025Q2: 88,527 shares; 2025Q3: 91,937 shares; 2025Q4: 91,769 shares 91,769 $44.4M 5.97% -168 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: 38,881 shares; 2024Q4: 45,778 shares; 2025Q1: 29,681 shares; 2025Q2: 30,776 shares; 2025Q3: 70,061 shares; 2025Q4: 70,657 shares 70,657 $19.2M 2.59% +596 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: 30,104 shares; 2024Q4: 34,230 shares; 2025Q1: 34,473 shares; 2025Q2: 34,695 shares; 2025Q3: 35,622 shares; 2025Q4: 37,341 shares 37,341 $18.2M 2.45% +1,719 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: 37,417 shares; 2024Q4: 41,928 shares; 2025Q1: 46,394 shares; 2025Q2: 46,739 shares; 2025Q3: 54,353 shares; 2025Q4: 68,052 shares 68,052 $15.7M 2.11% +13,699 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: 42,986 shares; 2024Q4: 56,741 shares; 2025Q1: 99,958 shares; 2025Q2: 99,057 shares; 2025Q3: 83,775 shares; 2025Q4: 81,256 shares 81,256 $15.2M 2.04% -2,519 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: 43,897 shares; 2024Q4: 49,489 shares; 2025Q1: 45,320 shares; 2025Q2: 45,520 shares; 2025Q3: 43,773 shares; 2025Q4: 43,848 shares 43,848 $13.7M 1.85% +75 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: 147,550 shares; 2024Q4: 133,428 shares; 2025Q1: 164,058 shares; 2025Q2: 183,575 shares; 2025Q3: 185,643 shares; 2025Q4: 192,276 shares 192,276 $12M 1.62% +6,633 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: 46,015 shares; 2024Q4: 46,536 shares; 2025Q1: 44,598 shares; 2025Q2: 44,547 shares; 2025Q3: 34,879 shares; 2025Q4: 34,475 shares 34,475 $11.9M 1.61% -404 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 72,628 shares 72,628 $10.5M 1.41% new Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,539 shares; 2024Q4: 45,496 shares; 2025Q1: 45,489 shares; 2025Q2: 48,499 shares; 2025Q3: 49,564 shares; 2025Q4: 52,826 shares 52,826 $10.1M 1.36% +3,262 Timeline SILJ AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 258,291 shares; 2025Q4: 298,490 shares 298,490 $8.26M 1.11% +40,199 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: 6,866 shares; 2024Q4: 12,907 shares; 2025Q1: 8,787 shares; 2025Q2: 11,799 shares; 2025Q3: 11,815 shares; 2025Q4: 11,722 shares 11,722 $8.03M 1.08% -93 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 26,638 shares; 2025Q1: 26,742 shares; 2025Q2: 25,152 shares; 2025Q3: 28,226 shares; 2025Q4: 28,095 shares 28,095 $8.02M 1.08% -131 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,255 shares; 2024Q4: 8,070 shares; 2025Q1: 9,220 shares; 2025Q2: 9,491 shares; 2025Q3: 9,347 shares; 2025Q4: 157,107 shares 157,107 $7.99M 1.08% +147,760 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES 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: 37,803 shares; 2025Q4: 46,543 shares 46,543 $7.89M 1.06% +8,740 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,746 shares; 2024Q4: 90,579 shares; 2025Q1: 63,771 shares; 2025Q2: 56,214 shares; 2025Q3: 75,282 shares; 2025Q4: 99,862 shares 99,862 $7.78M 1.05% +24,580 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: 44,784 shares; 2025Q1: 47,882 shares; 2025Q2: 48,509 shares; 2025Q3: 43,098 shares; 2025Q4: 42,961 shares 42,961 $7.35M 0.99% -137 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: 43,944 shares; 2024Q4: 36,526 shares; 2025Q1: 48,124 shares; 2025Q2: 46,841 shares; 2025Q3: 58,464 shares; 2025Q4: 59,071 shares 59,071 $7.11M 0.96% +607 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: 9,830 shares; 2024Q4: 10,124 shares; 2025Q1: 10,101 shares; 2025Q2: 10,105 shares; 2025Q3: 9,922 shares; 2025Q4: 10,323 shares 10,323 $7.04M 0.95% +401 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: 5,737 shares; 2024Q4: 8,623 shares; 2025Q1: 23,688 shares; 2025Q2: 23,281 shares; 2025Q3: 21,024 shares; 2025Q4: 21,130 shares 21,130 $6.81M 0.92% +106 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: 11,679 shares; 2024Q4: 12,054 shares; 2025Q1: 11,724 shares; 2025Q2: 11,767 shares; 2025Q3: 9,622 shares; 2025Q4: 9,725 shares 9,725 $6.42M 0.86% +103 Timeline USHY 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: 116,517 shares; 2024Q4: 113,645 shares; 2025Q1: 115,800 shares; 2025Q2: 110,765 shares; 2025Q3: 244,725 shares; 2025Q4: 169,282 shares 169,282 $6.33M 0.85% -75,443 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 77,748 shares 77,748 $6.04M 0.81% new Timeline AGI ALAMOS GOLD INC More: the full row for ALAMOS GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 108,971 shares; 2025Q4: 155,310 shares 155,310 $5.99M 0.81% +46,339 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: 2,786 shares; 2024Q4: 7,681 shares; 2025Q1: 49,604 shares; 2025Q2: 47,409 shares; 2025Q3: 56,579 shares; 2025Q4: 56,051 shares 56,051 $5.9M 0.79% -528 Timeline BAPRA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 93,600 shares; 2025Q1: 93,900 shares; 2025Q2: 86,841 shares; 2025Q3: 85,800 shares; 2025Q4: 84,800 shares 84,800 $5.86M 0.79% -1,000 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: 5,087 shares; 2024Q4: 6,027 shares; 2025Q1: 16,169 shares; 2025Q2: 16,158 shares; 2025Q3: 16,506 shares; 2025Q4: 16,558 shares 16,558 $5.81M 0.78% +52 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: not reported; 2024Q4: not reported; 2025Q1: 6,553 shares; 2025Q2: 6,297 shares; 2025Q3: 5,403 shares; 2025Q4: 5,393 shares 5,393 $5.77M 0.78% -10 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,434 shares; 2024Q4: 57,704 shares; 2025Q1: 65,400 shares; 2025Q2: 64,077 shares; 2025Q3: 65,670 shares; 2025Q4: 65,280 shares 65,280 $5.76M 0.78% -390 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: 8,709 shares; 2024Q4: 9,303 shares; 2025Q1: 9,533 shares; 2025Q2: 9,715 shares; 2025Q3: 13,553 shares; 2025Q4: 12,785 shares 12,785 $5.75M 0.77% -768 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: 9,266 shares; 2024Q4: 9,268 shares; 2025Q1: 9,268 shares; 2025Q2: 9,276 shares; 2025Q3: 18,832 shares; 2025Q4: 18,719 shares 18,719 $5.72M 0.77% -113 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,574 shares; 2024Q4: 12,614 shares; 2025Q1: 12,651 shares; 2025Q2: 12,626 shares; 2025Q3: 11,370 shares; 2025Q4: 11,325 shares 11,325 $5.52M 0.74% -45 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: 6,644 shares; 2024Q4: 7,238 shares; 2025Q1: 6,625 shares; 2025Q2: 6,646 shares; 2025Q3: 6,325 shares; 2025Q4: 6,344 shares 6,344 $5.47M 0.74% +19 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,151 shares; 2024Q4: 13,151 shares; 2025Q1: 17,469 shares; 2025Q2: 17,469 shares; 2025Q3: 230,449 shares; 2025Q4: 228,849 shares 228,849 $5.41M 0.73% -1,600 Timeline PCT PURECYCLE TECHNOLOGIES INC More: the full row for PURECYCLE 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: 490,650 shares; 2025Q4: 623,850 shares 623,850 $5.36M 0.72% +133,200 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: 15,358 shares; 2024Q4: 12,983 shares; 2025Q1: 14,701 shares; 2025Q2: 14,597 shares; 2025Q3: 16,266 shares; 2025Q4: 16,289 shares 16,289 $5.33M 0.72% +23 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,498 shares; 2025Q1: 6,166 shares; 2025Q2: 6,142 shares; 2025Q3: 4,986 shares; 2025Q4: 4,965 shares 4,965 $5.31M 0.72% -21 Timeline AG FIRST MAJESTIC SILVER CORP More: the full row for FIRST MAJESTIC SILVER 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: 254,793 shares; 2025Q4: 318,244 shares 318,244 $5.3M 0.71% +63,451 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: 4,669 shares; 2024Q4: 6,877 shares; 2025Q1: 7,652 shares; 2025Q2: 7,806 shares; 2025Q3: 30,617 shares; 2025Q4: 34,671 shares 34,671 $5.28M 0.71% +4,054 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: 49,966 shares; 2024Q4: 50,602 shares; 2025Q1: 50,759 shares; 2025Q2: 50,606 shares; 2025Q3: 43,843 shares; 2025Q4: 43,701 shares 43,701 $5.04M 0.68% -142 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: 19,818 shares; 2024Q4: 20,572 shares; 2025Q1: 24,281 shares; 2025Q2: 24,121 shares; 2025Q3: 29,324 shares; 2025Q4: 29,342 shares 29,342 $5.02M 0.68% +18 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: 6,358 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,319 shares; 2025Q4: 14,279 shares 14,279 $5.01M 0.67% -40 Timeline LYFT LYFT INC More: the full row for LYFT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 240,270 shares; 2025Q4: 258,100 shares 258,100 $5M 0.67% +17,830 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: 15,017 shares; 2024Q4: 15,082 shares; 2025Q1: 15,308 shares; 2025Q2: 15,472 shares; 2025Q3: 19,153 shares; 2025Q4: 19,135 shares 19,135 $4.92M 0.66% -18 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,301 shares; 2024Q4: 10,342 shares; 2025Q1: 10,372 shares; 2025Q2: 10,332 shares; 2025Q3: 10,029 shares; 2025Q4: 9,829 shares 9,829 $4.82M 0.65% -200 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 40,021 shares 40,021 $4.78M 0.64% new 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: 10,253 shares; 2024Q4: 31,962 shares; 2025Q1: 11,636 shares; 2025Q2: 12,317 shares; 2025Q3: 12,289 shares; 2025Q4: 13,910 shares 13,910 $4.66M 0.63% +1,621 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 85,911 shares; 2025Q4: 85,933 shares 85,933 $4.59M 0.62% +22 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: 8,094 shares; 2024Q4: 8,228 shares; 2025Q1: 8,201 shares; 2025Q2: 8,116 shares; 2025Q3: 9,557 shares; 2025Q4: 9,407 shares 9,407 $4.55M 0.61% -150 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: 21,775 shares; 2024Q4: 19,430 shares; 2025Q1: 21,911 shares; 2025Q2: 21,701 shares; 2025Q3: 21,813 shares; 2025Q4: 21,902 shares 21,902 $4.53M 0.61% +89 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: 1,826 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,706 shares; 2025Q3: 34,828 shares; 2025Q4: 34,803 shares 34,803 $4.44M 0.6% -25 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: 42,545 shares; 2024Q4: 43,686 shares; 2025Q1: 43,561 shares; 2025Q2: 43,437 shares; 2025Q3: 28,986 shares; 2025Q4: 28,769 shares 28,769 $4.22M 0.57% -217 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: 23,310 shares; 2024Q4: 28,889 shares; 2025Q1: 26,763 shares; 2025Q2: 26,831 shares; 2025Q3: 14,503 shares; 2025Q4: 14,536 shares 14,536 $4.12M 0.55% +33 Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,128 shares; 2024Q4: 55,400 shares; 2025Q1: 55,522 shares; 2025Q2: 55,475 shares; 2025Q3: 41,333 shares; 2025Q4: 41,329 shares 41,329 $4.08M 0.55% -4 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 54,180 shares; 2025Q2: 52,665 shares; 2025Q3: 31,670 shares; 2025Q4: 30,860 shares 30,860 $4.04M 0.54% -810 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 49,799 shares; 2025Q2: 49,049 shares; 2025Q3: 117,807 shares; 2025Q4: 117,843 shares 117,843 $3.99M 0.54% +36 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,882 shares; 2024Q4: 308,549 shares; 2025Q1: 202,094 shares; 2025Q2: 88,805 shares; 2025Q3: 54,876 shares; 2025Q4: 50,230 shares 50,230 $3.96M 0.53% -4,646 Timeline ORLA ORLA MNG LTD NEW More: the full row for ORLA MNG LTD 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: 99,900 shares; 2025Q4: 291,900 shares 291,900 $3.93M 0.53% +192,000 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 178,576 shares; 2025Q2: 124,026 shares; 2025Q3: 163,546 shares; 2025Q4: 162,874 shares 162,874 $3.91M 0.53% -672 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 71,329 shares 71,329 $3.91M 0.53% new Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,096 shares; 2025Q2: 6,917 shares; 2025Q3: 5,944 shares; 2025Q4: 5,815 shares 5,815 $3.85M 0.52% -129 Timeline USAR USA RARE EARTH INC More: the full row for USA RARE EARTH INC Quarterly shares; oldest to newest; scale 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: 322,300 shares 322,300 $3.84M 0.52% new Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,300 shares 24,300 $3.77M 0.51% new Timeline SBSW SIBANYE STILLWATER LTD More: the full row for SIBANYE STILLWATER 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: 280,317 shares; 2025Q4: 256,697 shares 256,697 $3.66M 0.49% -23,620 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,144 shares; 2024Q4: 6,143 shares; 2025Q1: 6,293 shares; 2025Q2: 5,902 shares; 2025Q3: 33,066 shares; 2025Q4: 43,314 shares 43,314 $3.65M 0.49% +10,248 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,695 shares; 2024Q4: 27,868 shares; 2025Q1: 27,963 shares; 2025Q2: 27,959 shares; 2025Q3: 27,375 shares; 2025Q4: 27,331 shares 27,331 $3.63M 0.49% -44 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,791 shares; 2024Q4: 6,865 shares; 2025Q1: 6,893 shares; 2025Q2: 6,868 shares; 2025Q3: 6,287 shares; 2025Q4: 6,283 shares 6,283 $3.58M 0.48% -4 Timeline GDXJ VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 28,110 shares; 2025Q4: 31,170 shares 31,170 $3.55M 0.48% +3,060 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,385 shares; 2024Q4: 29,563 shares; 2025Q1: 29,694 shares; 2025Q2: 29,900 shares; 2025Q3: 32,656 shares; 2025Q4: 32,072 shares 32,072 $3.43M 0.46% -584 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: 55,660 shares; 2024Q4: 55,202 shares; 2025Q1: 62,988 shares; 2025Q2: 63,085 shares; 2025Q3: 62,587 shares; 2025Q4: 63,656 shares 63,656 $3.42M 0.46% +1,069 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,000 shares; 2024Q4: 90,370 shares; 2025Q1: 84,489 shares; 2025Q2: 77,906 shares; 2025Q3: 69,902 shares; 2025Q4: 66,933 shares 66,933 $3.39M 0.46% -2,969 Timeline PPTA PERPETUA RESOURCES CORP More: the full row for PERPETUA RESOURCES 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: 89,570 shares; 2025Q4: 138,070 shares 138,070 $3.34M 0.45% +48,500 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: 13,275 shares; 2024Q4: 13,344 shares; 2025Q1: 13,382 shares; 2025Q2: 13,353 shares; 2025Q3: 12,910 shares; 2025Q4: 12,700 shares 12,700 $3.27M 0.44% -210 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: 8,391 shares; 2024Q4: not reported; 2025Q1: 8,473 shares; 2025Q2: 8,344 shares; 2025Q3: 28,382 shares; 2025Q4: 63,763 shares 63,763 $3.24M 0.44% +35,381 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,196 shares; 2024Q4: 27,746 shares; 2025Q1: 20,558 shares; 2025Q2: 23,868 shares; 2025Q3: 27,273 shares; 2025Q4: 43,333 shares 43,333 $3.21M 0.43% +16,060 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE 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: 36,801 shares; 2025Q2: 34,797 shares; 2025Q3: 32,146 shares; 2025Q4: 31,208 shares 31,208 $3.2M 0.43% -938 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,635 shares 20,635 $3.19M 0.43% new Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,039 shares; 2024Q4: 6,985 shares; 2025Q1: 6,976 shares; 2025Q2: 7,062 shares; 2025Q3: 6,245 shares; 2025Q4: 6,334 shares 6,334 $3.18M 0.43% +89 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: 25,377 shares; 2024Q4: 25,564 shares; 2025Q1: 25,733 shares; 2025Q2: 25,968 shares; 2025Q3: 25,841 shares; 2025Q4: 25,240 shares 25,240 $3.18M 0.43% -601 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,418 shares; 2025Q1: 14,461 shares; 2025Q2: 14,476 shares; 2025Q3: 13,138 shares; 2025Q4: 12,797 shares 12,797 $3.11M 0.42% -341 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,442 shares; 2024Q4: 59,247 shares; 2025Q1: 59,414 shares; 2025Q2: 58,813 shares; 2025Q3: 35,660 shares; 2025Q4: 35,569 shares 35,569 $3.1M 0.42% -91 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: 13,825 shares; 2024Q4: 13,708 shares; 2025Q1: 13,439 shares; 2025Q2: 14,297 shares; 2025Q3: 13,045 shares; 2025Q4: 13,111 shares 13,111 $2.88M 0.39% +66 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,505 shares; 2024Q4: 1,505 shares; 2025Q1: 1,691 shares; 2025Q2: 1,691 shares; 2025Q3: 12,144 shares; 2025Q4: 12,080 shares 12,080 $2.79M 0.38% -64 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: not reported; 2024Q4: 5,501 shares; 2025Q1: 6,233 shares; 2025Q2: 6,603 shares; 2025Q3: 21,696 shares; 2025Q4: 15,433 shares 15,433 $2.74M 0.37% -6,263 Timeline ACAD ACADIA PHARMACEUTICALS INC More: the full row for ACADIA PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 159,133 shares; 2024Q4: 161,555 shares; 2025Q1: 160,642 shares; 2025Q2: 117,883 shares; 2025Q3: 101,800 shares; 2025Q4: 101,800 shares 101,800 $2.72M 0.37% 0 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 145,624 shares; 2024Q4: 145,971 shares; 2025Q1: 143,107 shares; 2025Q2: 143,943 shares; 2025Q3: 129,629 shares; 2025Q4: 94,236 shares 94,236 $2.65M 0.36% -35,393 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: 889 shares; 2024Q4: 903 shares; 2025Q1: 3,202 shares; 2025Q2: 8,998 shares; 2025Q3: 9,655 shares; 2025Q4: 8,256 shares 8,256 $2.63M 0.35% -1,399 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 31,745 shares; 2025Q4: 31,696 shares 31,696 $2.6M 0.35% -49 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,189 shares; 2025Q4: 11,189 shares 11,189 $2.56M 0.34% 0 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: 12,258 shares; 2024Q4: 12,258 shares; 2025Q1: 12,258 shares; 2025Q2: 12,258 shares; 2025Q3: 12,258 shares; 2025Q4: 12,258 shares 12,258 $2.52M 0.34% 0 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: 788 shares; 2024Q4: 788 shares; 2025Q1: 788 shares; 2025Q2: 798 shares; 2025Q3: 12,582 shares; 2025Q4: 9,264 shares 9,264 $2.49M 0.33% -3,318 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,657 shares; 2025Q3: 12,759 shares; 2025Q4: 12,662 shares 12,662 $2.47M 0.33% -97 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 52,217 shares; 2025Q4: 28,630 shares 28,630 $2.46M 0.33% -23,587 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: 4,528 shares; 2024Q4: 4,528 shares; 2025Q1: 4,546 shares; 2025Q2: 4,546 shares; 2025Q3: 4,546 shares; 2025Q4: 4,546 shares 4,546 $2.32M 0.31% 0 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,439 shares 12,439 $2.31M 0.31% new Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,327 shares 19,327 $2.28M 0.31% new Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,364 shares; 2024Q4: 7,771 shares; 2025Q1: 8,397 shares; 2025Q2: 8,519 shares; 2025Q3: 8,639 shares; 2025Q4: 8,670 shares 8,670 $2.24M 0.3% +31 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,792 shares; 2024Q4: 5,829 shares; 2025Q1: 5,607 shares; 2025Q2: 5,581 shares; 2025Q3: 5,906 shares; 2025Q4: 5,970 shares 5,970 $2.21M 0.3% +64 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,560 shares 18,560 $2.18M 0.29% new Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,724 shares; 2024Q4: 24,724 shares; 2025Q1: 25,035 shares; 2025Q2: 25,038 shares; 2025Q3: 25,041 shares; 2025Q4: 24,694 shares 24,694 $2.18M 0.29% -347 Timeline PFL PIMCO INCOME STRATEGY FD More: the full row for PIMCO INCOME STRATEGY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,904 shares; 2025Q4: 256,970 shares 256,970 $2.17M 0.29% +245,066 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,891 shares; 2024Q4: 40,120 shares; 2025Q1: 43,885 shares; 2025Q2: 44,849 shares; 2025Q3: 48,421 shares; 2025Q4: 44,750 shares 44,750 $2.16M 0.29% -3,671 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: 9,434 shares; 2024Q4: 9,568 shares; 2025Q1: 9,568 shares; 2025Q2: 9,586 shares; 2025Q3: 30,686 shares; 2025Q4: 14,920 shares 14,920 $2.14M 0.29% -15,766 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: 416 shares; 2024Q4: 724 shares; 2025Q1: 1,443 shares; 2025Q2: 1,519 shares; 2025Q3: 1,877 shares; 2025Q4: 1,979 shares 1,979 $2.13M 0.29% +102 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: 4,763 shares; 2024Q4: 4,942 shares; 2025Q1: 3,941 shares; 2025Q2: 3,654 shares; 2025Q3: 3,665 shares; 2025Q4: 3,680 shares 3,680 $2.11M 0.28% +15 Timeline QXO QXO INC More: the full row for QXO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 138,815 shares; 2025Q4: 109,241 shares 109,241 $2.11M 0.28% -29,574 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 32,187 shares 32,187 $2.11M 0.28% 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: not reported; 2024Q4: 5,995 shares; 2025Q1: 5,890 shares; 2025Q2: 5,840 shares; 2025Q3: 6,076 shares; 2025Q4: 50,787 shares 50,787 $2.07M 0.28% +44,711 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: 900 shares; 2024Q4: 1,949 shares; 2025Q1: 2,194 shares; 2025Q2: 11,288 shares; 2025Q3: 11,006 shares; 2025Q4: 5,976 shares 5,976 $2.06M 0.28% -5,030 Timeline HYMC HYCROFT MINING HOLDING CORP More: the full row for HYCROFT MINING HOLDING 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: 83,625 shares 83,625 $1.99M 0.27% new Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,631 shares; 2024Q4: 12,631 shares; 2025Q1: 19,569 shares; 2025Q2: 19,651 shares; 2025Q3: 21,038 shares; 2025Q4: 21,147 shares 21,147 $1.94M 0.26% +109 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: 26,250 shares; 2024Q4: 21,437 shares; 2025Q1: 26,018 shares; 2025Q2: 25,039 shares; 2025Q3: 33,482 shares; 2025Q4: 12,806 shares 12,806 $1.84M 0.25% -20,676 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: 2,647 shares; 2024Q4: 3,846 shares; 2025Q1: 9,411 shares; 2025Q2: 9,910 shares; 2025Q3: 8,794 shares; 2025Q4: 8,568 shares 8,568 $1.83M 0.25% -226 Timeline PFF 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: 84,062 shares; 2024Q4: 73,602 shares; 2025Q1: 72,614 shares; 2025Q2: 73,614 shares; 2025Q3: 65,281 shares; 2025Q4: 59,029 shares 59,029 $1.83M 0.25% -6,252 Timeline IVE 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: 5,868 shares; 2024Q4: 5,868 shares; 2025Q1: 5,868 shares; 2025Q2: 7,102 shares; 2025Q3: 8,427 shares; 2025Q4: 8,152 shares 8,152 $1.73M 0.23% -275 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,541 shares; 2024Q4: 4,966 shares; 2025Q1: 1,141 shares; 2025Q2: 1,204 shares; 2025Q3: 13,355 shares; 2025Q4: 6,091 shares 6,091 $1.61M 0.22% -7,264 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,016 shares; 2024Q4: 15,016 shares; 2025Q1: 15,016 shares; 2025Q2: 15,016 shares; 2025Q3: 15,016 shares; 2025Q4: 15,016 shares 15,016 $1.48M 0.2% 0 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,320 shares; 2024Q4: 2,292 shares; 2025Q1: 2,097 shares; 2025Q2: 2,123 shares; 2025Q3: 3,269 shares; 2025Q4: 3,251 shares 3,251 $1.47M 0.2% -18 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,853 shares; 2024Q4: 15,562 shares; 2025Q1: 12,921 shares; 2025Q2: 11,387 shares; 2025Q3: 12,855 shares; 2025Q4: 13,156 shares 13,156 $1.44M 0.19% +301 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,188 shares; 2024Q4: 2,003 shares; 2025Q1: 2,057 shares; 2025Q2: 2,157 shares; 2025Q3: 2,571 shares; 2025Q4: 3,604 shares 3,604 $1.43M 0.19% +1,033 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: 27,018 shares; 2024Q4: 27,018 shares; 2025Q1: 27,121 shares; 2025Q2: 27,066 shares; 2025Q3: 24,170 shares; 2025Q4: 24,395 shares 24,395 $1.41M 0.19% +225 Timeline RPRX ROYALTY PHARMA PLC More: the full row for ROYALTY PHARMA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 145,357 shares; 2024Q4: 33,688 shares; 2025Q1: 32,896 shares; 2025Q2: 32,318 shares; 2025Q3: 35,752 shares; 2025Q4: 36,251 shares 36,251 $1.4M 0.19% +499 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: 4,012 shares; 2024Q4: 4,300 shares; 2025Q1: 4,350 shares; 2025Q2: 4,487 shares; 2025Q3: 4,462 shares; 2025Q4: 4,462 shares 4,462 $1.4M 0.19% 0 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,991 shares; 2024Q4: 8,894 shares; 2025Q1: 8,124 shares; 2025Q2: 8,334 shares; 2025Q3: 6,732 shares; 2025Q4: 6,925 shares 6,925 $1.28M 0.17% +193 Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale 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: 16,340 shares 16,340 $1.26M 0.17% new Timeline AUR AURORA INNOVATION INC More: the full row for AURORA INNOVATION INC Quarterly shares; oldest to newest; scale 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: 323,200 shares 323,200 $1.24M 0.17% new Timeline VIK VIKING HOLDINGS LTD More: the full row for VIKING HOLDINGS 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: 14,405 shares; 2025Q3: 16,476 shares; 2025Q4: 16,694 shares 16,694 $1.19M 0.16% +218 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: not reported; 2024Q4: not reported; 2025Q1: 19,655 shares; 2025Q2: 20,019 shares; 2025Q3: 20,817 shares; 2025Q4: 21,152 shares 21,152 $1.16M 0.16% +335 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: 7,162 shares; 2024Q4: 7,238 shares; 2025Q1: 6,211 shares; 2025Q2: 6,547 shares; 2025Q3: 7,644 shares; 2025Q4: 7,760 shares 7,760 $1.12M 0.15% +116 Timeline PSCI INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,314 shares 7,314 $1.1M 0.15% new Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 26,466 shares 26,466 $1.07M 0.14% new Timeline PSCH INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23,792 shares 23,792 $1.05M 0.14% new Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,181 shares; 2025Q2: 8,993 shares; 2025Q3: 34,300 shares; 2025Q4: 12,722 shares 12,722 $1.04M 0.14% -21,578 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 40,336 shares; 2025Q1: 27,880 shares; 2025Q2: 19,474 shares; 2025Q3: 13,032 shares; 2025Q4: 9,598 shares 9,598 $1.03M 0.14% -3,434 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,493 shares; 2025Q2: 7,264 shares; 2025Q3: 6,216 shares; 2025Q4: 6,264 shares 6,264 $1.01M 0.14% +48 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: 35,828 shares; 2024Q4: 36,037 shares; 2025Q1: 6,384 shares; 2025Q2: 5,468 shares; 2025Q3: 5,462 shares; 2025Q4: 5,462 shares 5,462 $1M 0.13% 0 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,280 shares; 2024Q4: 8,280 shares; 2025Q1: 8,280 shares; 2025Q2: 8,139 shares; 2025Q3: 8,118 shares; 2025Q4: 8,114 shares 8,114 $987K 0.13% -4 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,373 shares; 2025Q2: 9,513 shares; 2025Q3: 7,208 shares; 2025Q4: 7,258 shares 7,258 $981K 0.13% +50 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,114 shares; 2025Q2: 4,708 shares; 2025Q3: 5,647 shares; 2025Q4: 5,708 shares 5,708 $967K 0.13% +61 Timeline VMBS 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: 25,684 shares; 2024Q4: 20,961 shares; 2025Q1: 20,128 shares; 2025Q2: 19,445 shares; 2025Q3: 20,010 shares; 2025Q4: 20,091 shares 20,091 $946K 0.13% +81 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: 3,863 shares; 2024Q4: 4,505 shares; 2025Q1: 6,635 shares; 2025Q2: 4,191 shares; 2025Q3: 4,147 shares; 2025Q4: 4,349 shares 4,349 $944K 0.13% +202 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: not reported; 2024Q4: not reported; 2025Q1: 9,257 shares; 2025Q2: 9,389 shares; 2025Q3: 9,250 shares; 2025Q4: 9,395 shares 9,395 $939K 0.13% +145 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: 7,468 shares; 2024Q4: 7,718 shares; 2025Q1: 7,718 shares; 2025Q2: 7,718 shares; 2025Q3: 7,727 shares; 2025Q4: 7,739 shares 7,739 $930K 0.13% +12 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: 2,244 shares; 2024Q4: 2,195 shares; 2025Q1: not reported; 2025Q2: 1,880 shares; 2025Q3: 9,528 shares; 2025Q4: 2,656 shares 2,656 $930K 0.13% -6,872 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,539 shares; 2024Q4: 1,550 shares; 2025Q1: 1,397 shares; 2025Q2: 1,422 shares; 2025Q3: 1,682 shares; 2025Q4: 1,583 shares 1,583 $908K 0.12% -99 Timeline BITB BITWISE BITCOIN ETF TR More: the full row for BITWISE BITCOIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,850 shares 18,850 $897K 0.12% new 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: 14,965 shares; 2024Q4: 14,997 shares; 2025Q1: 16,767 shares; 2025Q2: 17,088 shares; 2025Q3: 11,075 shares; 2025Q4: 11,100 shares 11,100 $891K 0.12% +25 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,736 shares; 2025Q2: 3,691 shares; 2025Q3: 4,263 shares; 2025Q4: 4,327 shares 4,327 $888K 0.12% +64 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: 5,188 shares; 2025Q2: 5,246 shares; 2025Q3: 5,529 shares; 2025Q4: 5,595 shares 5,595 $859K 0.12% +66 Timeline BLV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,390 shares; 2024Q4: 14,736 shares; 2025Q1: 15,798 shares; 2025Q2: 13,592 shares; 2025Q3: 13,994 shares; 2025Q4: 12,029 shares 12,029 $836K 0.11% -1,965 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,382 shares; 2025Q4: 2,930 shares 2,930 $806K 0.11% -11,452 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: 8,331 shares; 2024Q4: 8,331 shares; 2025Q1: 8,331 shares; 2025Q2: 8,331 shares; 2025Q3: 8,331 shares; 2025Q4: 8,331 shares 8,331 $800K 0.11% 0 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 659 shares; 2025Q2: 668 shares; 2025Q3: 779 shares; 2025Q4: 788 shares 788 $795K 0.11% +9 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,201 shares; 2024Q4: 1,235 shares; 2025Q1: 1,235 shares; 2025Q2: 1,316 shares; 2025Q3: 1,316 shares; 2025Q4: 1,316 shares 1,316 $794K 0.11% 0 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,827 shares; 2025Q1: 4,827 shares; 2025Q2: 5,117 shares; 2025Q3: 5,603 shares; 2025Q4: 7,100 shares 7,100 $782K 0.11% +1,497 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,891 shares; 2025Q2: 1,845 shares; 2025Q3: 2,430 shares; 2025Q4: 2,466 shares 2,466 $770K 0.1% +36 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: 1,997 shares; 2024Q4: 1,997 shares; 2025Q1: 1,997 shares; 2025Q2: 1,997 shares; 2025Q3: 1,980 shares; 2025Q4: 2,058 shares 2,058 $768K 0.1% +78 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: 5,420 shares; 2024Q4: 5,532 shares; 2025Q1: 3,529 shares; 2025Q2: 3,637 shares; 2025Q3: 4,083 shares; 2025Q4: 3,914 shares 3,914 $764K 0.1% -169 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,760 shares; 2025Q4: 2,800 shares 2,800 $759K 0.1% +40 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 37,229 shares; 2025Q2: 36,796 shares; 2025Q3: 37,392 shares; 2025Q4: 7,542 shares 7,542 $746K 0.1% -29,850 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,753 shares; 2024Q4: 3,776 shares; 2025Q1: 2,748 shares; 2025Q2: 2,787 shares; 2025Q3: 3,809 shares; 2025Q4: 3,268 shares 3,268 $744K 0.1% -541 Timeline SMR NUSCALE PWR CORP More: the full row for NUSCALE PWR 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: 134,404 shares; 2025Q4: 51,352 shares 51,352 $728K 0.1% -83,052 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,498 shares; 2024Q4: 63,781 shares; 2025Q1: 63,561 shares; 2025Q2: 61,860 shares; 2025Q3: 66,752 shares; 2025Q4: 12,433 shares 12,433 $726K 0.1% -54,319 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 26,197 shares; 2025Q4: 26,816 shares 26,816 $706K 0.1% +619 Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,805 shares; 2025Q4: 3,865 shares 3,865 $705K 0.09% +60 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: 1,483 shares; 2025Q4: 1,499 shares 1,499 $700K 0.09% +16 Timeline CDW CDW CORP More: the full row for CDW 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: 13,982 shares; 2025Q4: 5,121 shares 5,121 $698K 0.09% -8,861 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT 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: 5,009 shares; 2025Q4: 5,058 shares 5,058 $688K 0.09% +49 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 574 shares; 2024Q4: 538 shares; 2025Q1: 351 shares; 2025Q2: 350 shares; 2025Q3: 378 shares; 2025Q4: 341 shares 341 $687K 0.09% -37 Timeline FEAM 5E ADVANCED MATERIALS INC More: the full row for 5E ADVANCED MATERIALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 225,000 shares; 2025Q4: 225,000 shares 225,000 $686K 0.09% 0 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,650 shares; 2024Q4: 3,209 shares; 2025Q1: 3,264 shares; 2025Q2: 3,264 shares; 2025Q3: 3,264 shares; 2025Q4: 3,122 shares 3,122 $686K 0.09% -142 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,288 shares; 2025Q4: 2,269 shares 2,269 $672K 0.09% -19 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,255 shares; 2025Q1: 19,755 shares; 2025Q2: 33,040 shares; 2025Q3: 17,945 shares; 2025Q4: 17,945 shares 17,945 $662K 0.09% 0 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,351 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,790 shares; 2025Q4: 4,868 shares 4,868 $661K 0.09% +78 Timeline PSCF INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,487 shares 11,487 $661K 0.09% new 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: 5,600 shares; 2024Q4: 5,627 shares; 2025Q1: 6,085 shares; 2025Q2: 5,062 shares; 2025Q3: 5,885 shares; 2025Q4: 5,843 shares 5,843 $651K 0.09% -42 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,267 shares; 2025Q2: 2,313 shares; 2025Q3: 2,233 shares; 2025Q4: 2,240 shares 2,240 $639K 0.09% +7 Timeline PSCD INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,857 shares 5,857 $614K 0.08% new Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,600 shares; 2024Q4: 14,400 shares; 2025Q1: 17,936 shares; 2025Q2: 17,936 shares; 2025Q3: 18,539 shares; 2025Q4: 18,539 shares 18,539 $605K 0.08% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,231 shares 13,231 $592K 0.08% new 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: 1,900 shares; 2024Q4: 2,378 shares; 2025Q1: 2,378 shares; 2025Q2: 2,378 shares; 2025Q3: 2,378 shares; 2025Q4: 2,378 shares 2,378 $585K 0.08% 0 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,562 shares 12,562 $570K 0.08% new Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,123 shares; 2024Q4: 5,123 shares; 2025Q1: 6,069 shares; 2025Q2: 6,070 shares; 2025Q3: 6,075 shares; 2025Q4: 6,078 shares 6,078 $566K 0.08% +3 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,935 shares; 2025Q1: 9,107 shares; 2025Q2: 8,109 shares; 2025Q3: 9,326 shares; 2025Q4: 12,489 shares 12,489 $556K 0.07% +3,163 Timeline NGD NEW GOLD INC More: the full row for NEW GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 577,334 shares; 2025Q4: 63,684 shares 63,684 $555K 0.07% -513,650 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: 1,542 shares; 2024Q4: 1,593 shares; 2025Q1: 585 shares; 2025Q2: 638 shares; 2025Q3: 603 shares; 2025Q4: 5,866 shares 5,866 $550K 0.07% +5,263 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: 12,393 shares; 2024Q4: 13,011 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 29,138 shares; 2025Q4: 4,810 shares 4,810 $547K 0.07% -24,328 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: not reported; 2024Q4: 651 shares; 2025Q1: 861 shares; 2025Q2: 861 shares; 2025Q3: 862 shares; 2025Q4: 864 shares 864 $531K 0.07% +2 Timeline FLUT FLUTTER ENTMT PLC More: the full row for FLUTTER ENTMT PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,506 shares; 2024Q4: 5,524 shares; 2025Q1: 4,507 shares; 2025Q2: 4,567 shares; 2025Q3: 2,376 shares; 2025Q4: 2,398 shares 2,398 $516K 0.07% +22 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: not reported; 2024Q4: 1,071 shares; 2025Q1: 1,071 shares; 2025Q2: 1,071 shares; 2025Q3: 1,071 shares; 2025Q4: 1,071 shares 1,071 $507K 0.07% 0 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: 5,405 shares; 2024Q4: 7,350 shares; 2025Q1: 8,013 shares; 2025Q2: 7,779 shares; 2025Q3: 7,571 shares; 2025Q4: 7,602 shares 7,602 $502K 0.07% +31 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,728 shares; 2025Q4: 7,508 shares 7,508 $484K 0.07% +780 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: 21,431 shares; 2024Q4: 22,255 shares; 2025Q1: 22,255 shares; 2025Q2: 22,255 shares; 2025Q3: 22,258 shares; 2025Q4: 19,342 shares 19,342 $480K 0.06% -2,916 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,079 shares; 2025Q4: 1,969 shares 1,969 $475K 0.06% -7,110 Timeline VENU VENU HLDG CORP More: the full row for VENU HLDG 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: 75,000 shares; 2025Q4: 55,000 shares 55,000 $463K 0.06% -20,000 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,686 shares 1,686 $438K 0.06% new 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: 1,432 shares; 2024Q4: 1,536 shares; 2025Q1: 1,895 shares; 2025Q2: 1,896 shares; 2025Q3: 1,896 shares; 2025Q4: 1,896 shares 1,896 $433K 0.06% 0 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: 4,150 shares; 2024Q4: 4,450 shares; 2025Q1: 4,450 shares; 2025Q2: 4,450 shares; 2025Q3: 4,450 shares; 2025Q4: 4,450 shares 4,450 $428K 0.06% 0 Timeline PSCE INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,518 shares 9,518 $409K 0.06% new Timeline PROF PROFOUND MED CORP More: the full row for PROFOUND MED 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: 50,000 shares 50,000 $394K 0.05% new Timeline CPRX CATALYST PHARMACEUTICALS INC More: the full row for CATALYST PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,543 shares; 2024Q4: 17,441 shares; 2025Q1: 18,070 shares; 2025Q2: 11,974 shares; 2025Q3: 16,413 shares; 2025Q4: 16,431 shares 16,431 $384K 0.05% +18 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,995 shares; 2024Q4: 8,998 shares; 2025Q1: 9,499 shares; 2025Q2: 9,589 shares; 2025Q3: 7,597 shares; 2025Q4: 7,149 shares 7,149 $378K 0.05% -448 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 522 shares; 2025Q3: 522 shares; 2025Q4: 574 shares 574 $375K 0.05% +52 Timeline ATMU ATMUS FILTRATION TECHNOLOGIE More: the full row for ATMUS FILTRATION TECHNOLOGIE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,203 shares; 2024Q4: 8,667 shares; 2025Q1: 9,053 shares; 2025Q2: 7,619 shares; 2025Q3: 7,121 shares; 2025Q4: 7,132 shares 7,132 $370K 0.05% +11 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: 1,075 shares; 2024Q4: 1,148 shares; 2025Q1: 1,140 shares; 2025Q2: 1,118 shares; 2025Q3: 1,257 shares; 2025Q4: 1,248 shares 1,248 $370K 0.05% -9 Timeline PSCT INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,528 shares 6,528 $370K 0.05% new 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: 6,904 shares; 2024Q4: 6,904 shares; 2025Q1: 6,904 shares; 2025Q2: 6,904 shares; 2025Q3: 6,904 shares; 2025Q4: 6,924 shares 6,924 $366K 0.05% +20 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,705 shares; 2024Q4: 1,759 shares; 2025Q1: 1,800 shares; 2025Q2: 1,801 shares; 2025Q3: 1,801 shares; 2025Q4: 1,802 shares 1,802 $366K 0.05% +1 Timeline EXE EXPAND ENERGY CORPORATION More: the full row for EXPAND ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,315 shares; 2024Q4: 3,315 shares; 2025Q1: 3,315 shares; 2025Q2: 3,313 shares; 2025Q3: 3,313 shares; 2025Q4: 3,313 shares 3,313 $366K 0.05% 0 Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,040 shares; 2024Q4: 4,276 shares; 2025Q1: 4,463 shares; 2025Q2: 3,710 shares; 2025Q3: 3,178 shares; 2025Q4: 3,184 shares 3,184 $366K 0.05% +6 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: 104,481 shares; 2024Q4: 105,762 shares; 2025Q1: 21,207 shares; 2025Q2: 21,190 shares; 2025Q3: 4,500 shares; 2025Q4: 4,508 shares 4,508 $347K 0.05% +8 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,265 shares; 2024Q4: 3,265 shares; 2025Q1: 3,265 shares; 2025Q2: 2,418 shares; 2025Q3: 2,418 shares; 2025Q4: 2,427 shares 2,427 $342K 0.05% +9 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,476 shares; 2024Q4: 67,253 shares; 2025Q1: 9,233 shares; 2025Q2: 6,402 shares; 2025Q3: 6,468 shares; 2025Q4: 6,310 shares 6,310 $340K 0.05% -158 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,429 shares; 2024Q4: 9,293 shares; 2025Q1: 1,586 shares; 2025Q2: 1,494 shares; 2025Q3: 1,404 shares; 2025Q4: 1,011 shares 1,011 $334K 0.04% -393 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 953 shares; 2025Q3: 953 shares; 2025Q4: 1,076 shares 1,076 $331K 0.04% +123 Timeline WMG WARNER MUSIC GROUP CORP More: the full row for WARNER MUSIC GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,797 shares 10,797 $331K 0.04% new Timeline MDXG MIMEDX GROUP INC More: the full row for MIMEDX 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: 41,270 shares; 2025Q3: 46,515 shares; 2025Q4: 46,398 shares 46,398 $314K 0.04% -117 Timeline PLAB PHOTRONICS INC More: the full row for PHOTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,432 shares; 2025Q4: 9,446 shares 9,446 $302K 0.04% +14 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,051 shares; 2025Q1: 6,033 shares; 2025Q2: 6,033 shares; 2025Q3: 6,033 shares; 2025Q4: 5,191 shares 5,191 $302K 0.04% -842 Timeline NVCR NOVOCURE LTD More: the full row for NOVOCURE 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: 76,600 shares; 2025Q4: 23,250 shares 23,250 $301K 0.04% -53,350 Timeline MWA MUELLER WTR PRODS INC More: the full row for MUELLER WTR PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,648 shares; 2025Q4: 12,606 shares 12,606 $300K 0.04% -42 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,300 shares; 2025Q2: 5,300 shares; 2025Q3: 5,300 shares; 2025Q4: 5,300 shares 5,300 $300K 0.04% 0 Timeline KRYS KRYSTAL BIOTECH INC More: the full row for KRYSTAL BIOTECH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,215 shares; 2025Q4: 1,214 shares 1,214 $299K 0.04% -1 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale 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: 3,624 shares 3,624 $296K 0.04% new Timeline SCHY SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,739 shares 9,739 $290K 0.04% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,424 shares; 2025Q3: 1,898 shares; 2025Q4: 1,891 shares 1,891 $284K 0.04% -7 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: 466 shares; 2024Q4: 471 shares; 2025Q1: 471 shares; 2025Q2: not reported; 2025Q3: 471 shares; 2025Q4: 471 shares 471 $273K 0.04% 0 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: not reported; 2024Q4: not reported; 2025Q1: 7,502 shares; 2025Q2: 7,502 shares; 2025Q3: 7,502 shares; 2025Q4: 7,502 shares 7,502 $272K 0.04% 0 Timeline ANIP ANI PHARMACEUTICALS INC More: the full row for ANI PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,423 shares; 2024Q4: 4,742 shares; 2025Q1: 4,989 shares; 2025Q2: 4,886 shares; 2025Q3: 3,469 shares; 2025Q4: 3,430 shares 3,430 $271K 0.04% -39 Timeline POST POST HLDGS INC More: the full row for POST 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: 4,723 shares; 2025Q2: 5,098 shares; 2025Q3: 8,669 shares; 2025Q4: 2,716 shares 2,716 $269K 0.04% -5,953 Timeline TNL TRAVEL PLUS LEISURE CO More: the full row for TRAVEL PLUS LEISURE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,005 shares; 2025Q3: 3,793 shares; 2025Q4: 3,796 shares 3,796 $268K 0.04% +3 Timeline NRIM NORTHRIM BANCORP INC More: the full row for NORTHRIM BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,754 shares; 2025Q1: 2,881 shares; 2025Q2: 2,170 shares; 2025Q3: 9,991 shares; 2025Q4: 10,006 shares 10,006 $266K 0.04% +15 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 601 shares; 2025Q4: 643 shares 643 $265K 0.04% +42 Timeline ISTB 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: 6,712 shares; 2024Q4: 6,032 shares; 2025Q1: 5,990 shares; 2025Q2: 5,520 shares; 2025Q3: 5,420 shares; 2025Q4: 5,378 shares 5,378 $262K 0.04% -42 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,920 shares; 2024Q4: 1,920 shares; 2025Q1: 1,920 shares; 2025Q2: 1,920 shares; 2025Q3: 1,920 shares; 2025Q4: 1,920 shares 1,920 $261K 0.04% 0 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,430 shares; 2024Q4: 2,430 shares; 2025Q1: 2,430 shares; 2025Q2: 2,430 shares; 2025Q3: 2,425 shares; 2025Q4: 2,295 shares 2,295 $259K 0.03% -130 Timeline PAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,619 shares 6,619 $259K 0.03% new Timeline BELFB BEL FUSE INC More: the full row for BEL FUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,559 shares; 2025Q3: 1,506 shares; 2025Q4: 1,506 shares 1,506 $255K 0.03% 0 Timeline CSGS CSG SYS INTL INC More: the full row for CSG SYS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,655 shares; 2025Q1: 4,905 shares; 2025Q2: not reported; 2025Q3: 3,315 shares; 2025Q4: 3,319 shares 3,319 $255K 0.03% +4 Timeline ALKS ALKERMES PLC More: the full row for ALKERMES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,243 shares; 2024Q4: 11,912 shares; 2025Q1: 12,362 shares; 2025Q2: 9,319 shares; 2025Q3: 10,755 shares; 2025Q4: 9,050 shares 9,050 $253K 0.03% -1,705 Timeline DGII DIGI INTL INC More: the full row for DIGI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,900 shares; 2025Q3: 5,823 shares; 2025Q4: 5,826 shares 5,826 $252K 0.03% +3 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,170 shares; 2025Q4: 3,259 shares 3,259 $252K 0.03% -4,911 Timeline ATLC ATLANTICUS HOLDINGS CORP More: the full row for ATLANTICUS HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,208 shares; 2025Q1: 4,390 shares; 2025Q2: 3,858 shares; 2025Q3: 3,729 shares; 2025Q4: 3,724 shares 3,724 $249K 0.03% -5 Timeline ACA ARCOSA INC More: the full row for ARCOSA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,295 shares; 2025Q4: 2,299 shares 2,299 $244K 0.03% +4 Timeline OSBC OLD SECOND BANCORP INC DEL More: the full row for OLD SECOND BANCORP 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: 14,350 shares; 2025Q3: 12,480 shares; 2025Q4: 12,497 shares 12,497 $244K 0.03% +17 Timeline CPST CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,899 shares; 2025Q1: 9,899 shares; 2025Q2: 8,888 shares; 2025Q3: 8,888 shares; 2025Q4: 8,888 shares 8,888 $240K 0.03% 0 Timeline PSCC INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,726 shares 7,726 $240K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: 3,604 shares; 2025Q2: 3,536 shares; 2025Q3: 4,102 shares; 2025Q4: 1,234 shares 1,234 $240K 0.03% -2,868 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 412 shares; 2025Q4: 419 shares 419 $239K 0.03% +7 Timeline BHE BENCHMARK ELECTRS INC More: the full row for BENCHMARK ELECTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,236 shares; 2025Q3: 5,586 shares; 2025Q4: 5,566 shares 5,566 $238K 0.03% -20 Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,317 shares; 2025Q2: 5,502 shares; 2025Q3: 5,342 shares; 2025Q4: 1,861 shares 1,861 $237K 0.03% -3,481 Timeline INVA INNOVIVA INC More: the full row for INNOVIVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,853 shares; 2025Q4: 11,823 shares 11,823 $236K 0.03% -30 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,023 shares; 2025Q1: not reported; 2025Q2: 2,893 shares; 2025Q3: 2,859 shares; 2025Q4: 2,778 shares 2,778 $236K 0.03% -81 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,120 shares; 2024Q4: 3,120 shares; 2025Q1: 3,120 shares; 2025Q2: 3,120 shares; 2025Q3: 3,120 shares; 2025Q4: 1,560 shares 1,560 $236K 0.03% -1,560 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,330 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,805 shares; 2025Q4: 2,095 shares 2,095 $234K 0.03% -710 Timeline QCRH QCR HLDGS INC More: the full row for QCR HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,139 shares; 2024Q4: 3,325 shares; 2025Q1: 3,489 shares; 2025Q2: 3,467 shares; 2025Q3: 2,827 shares; 2025Q4: 2,811 shares 2,811 $234K 0.03% -16 Timeline CTS CTS CORP More: the full row for CTS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,460 shares; 2025Q4: 5,441 shares 5,441 $233K 0.03% -19 Timeline MMSI MERIT MED SYS INC More: the full row for MERIT MED 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: 2,615 shares; 2025Q4: 2,618 shares 2,618 $231K 0.03% +3 Timeline UNTY UNITY BANCORP INC More: the full row for UNITY BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,314 shares; 2025Q3: 4,440 shares; 2025Q4: 4,449 shares 4,449 $230K 0.03% +9 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: 5,122 shares; 2025Q4: 5,127 shares 5,127 $229K 0.03% +5 Timeline JBTM JBT MAREL CORPORATION More: the full row for JBT MAREL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,620 shares; 2024Q4: 2,770 shares; 2025Q1: 2,885 shares; 2025Q2: not reported; 2025Q3: 1,516 shares; 2025Q4: 1,521 shares 1,521 $229K 0.03% +5 Timeline TCBK TRICO BANCSHARES More: the full row for TRICO BANCSHARES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,970 shares; 2025Q3: 4,849 shares; 2025Q4: 4,837 shares 4,837 $229K 0.03% -12 Timeline NMIH NMI HLDGS INC More: the full row for NMI HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,727 shares; 2024Q4: 6,149 shares; 2025Q1: 6,493 shares; 2025Q2: 5,081 shares; 2025Q3: 5,567 shares; 2025Q4: 5,585 shares 5,585 $228K 0.03% +18 Timeline PAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,231 shares; 2025Q1: not reported; 2025Q2: 5,231 shares; 2025Q3: 5,231 shares; 2025Q4: 5,231 shares 5,231 $226K 0.03% 0 Timeline PFSI PENNYMAC FINL SVCS INC NEW More: the full row for PENNYMAC FINL SVCS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,073 shares; 2024Q4: 2,230 shares; 2025Q1: 2,351 shares; 2025Q2: 2,420 shares; 2025Q3: 1,713 shares; 2025Q4: 1,707 shares 1,707 $225K 0.03% -6 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 738 shares 738 $224K 0.03% new Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,202 shares; 2025Q3: 3,220 shares; 2025Q4: 3,220 shares 3,220 $224K 0.03% 0 Timeline CARG CARGURUS INC More: the full row for CARGURUS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,909 shares; 2025Q1: 7,211 shares; 2025Q2: 6,083 shares; 2025Q3: 5,785 shares; 2025Q4: 5,800 shares 5,800 $222K 0.03% +15 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 884 shares; 2024Q4: 4,420 shares; 2025Q1: 4,420 shares; 2025Q2: 4,434 shares; 2025Q3: 4,434 shares; 2025Q4: 4,434 shares 4,434 $222K 0.03% 0 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,070 shares; 2024Q4: 4,047 shares; 2025Q1: 3,804 shares; 2025Q2: 3,843 shares; 2025Q3: 772 shares; 2025Q4: 684 shares 684 $222K 0.03% -88 Timeline CCBG CAPITAL CITY BANK More: the full row for CAPITAL CITY BANK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,112 shares; 2025Q3: 5,175 shares; 2025Q4: 5,185 shares 5,185 $221K 0.03% +10 Timeline HWC HANCOCK WHITNEY CORPORATION More: the full row for HANCOCK WHITNEY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,301 shares; 2025Q3: 3,447 shares; 2025Q4: 3,458 shares 3,458 $220K 0.03% +11 Timeline NBN NORTHEAST BK PORTLAND ME More: the full row for NORTHEAST BK PORTLAND ME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,168 shares; 2024Q4: 3,311 shares; 2025Q1: 3,412 shares; 2025Q2: 2,275 shares; 2025Q3: 2,127 shares; 2025Q4: 2,116 shares 2,116 $220K 0.03% -11 Timeline ABCB AMERIS BANCORP More: the full row for AMERIS BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,871 shares; 2025Q3: 2,913 shares; 2025Q4: 2,918 shares 2,918 $217K 0.03% +5 Timeline AX AXOS FINANCIAL INC More: the full row for AXOS 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: 3,393 shares; 2025Q3: 2,524 shares; 2025Q4: 2,510 shares 2,510 $216K 0.03% -14 Timeline ESI ELEMENT SOLUTIONS INC More: the full row for ELEMENT 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: 8,641 shares; 2025Q4: 8,617 shares 8,617 $215K 0.03% -24 Timeline FELE FRANKLIN ELEC INC More: the full row for FRANKLIN ELEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,252 shares; 2025Q4: 2,254 shares 2,254 $215K 0.03% +2 Timeline RUSHA RUSH ENTERPRISES INC More: the full row for RUSH ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,975 shares; 2025Q4: 3,986 shares 3,986 $215K 0.03% +11 Timeline ACEL ACCEL ENTERTAINMENT INC More: the full row for ACCEL ENTERTAINMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,577 shares; 2024Q4: 17,738 shares; 2025Q1: 18,699 shares; 2025Q2: 17,051 shares; 2025Q3: 19,393 shares; 2025Q4: 18,838 shares 18,838 $215K 0.03% -555 Timeline QTWO Q2 HLDGS INC More: the full row for Q2 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: 2,945 shares; 2025Q4: 2,956 shares 2,956 $213K 0.03% +11 Timeline SKT TANGER INC More: the full row for TANGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,376 shares; 2025Q4: 6,391 shares 6,391 $213K 0.03% +15 Timeline FHI FEDERATED HERMES INC More: the full row for FEDERATED HERMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,212 shares; 2024Q4: 6,546 shares; 2025Q1: 6,795 shares; 2025Q2: not reported; 2025Q3: 4,096 shares; 2025Q4: 4,074 shares 4,074 $212K 0.03% -22 Timeline MTX MINERALS TECHNOLOGIES INC More: the full row for MINERALS 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: 3,483 shares; 2025Q4: 3,479 shares 3,479 $212K 0.03% -4 Timeline EVR EVERCORE INC More: the full row for EVERCORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 622 shares; 2025Q4: 623 shares 623 $212K 0.03% +1 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 241 shares 241 $212K 0.03% new Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 24,579 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,610 shares 2,610 $209K 0.03% new Timeline LYV LIVE NATION ENTERTAINMENT IN More: the full row for LIVE NATION ENTERTAINMENT 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: 7,544 shares; 2025Q2: 7,513 shares; 2025Q3: 1,564 shares; 2025Q4: 1,462 shares 1,462 $208K 0.03% -102 Timeline ADEA ADEIA INC More: the full row for ADEIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,981 shares; 2024Q4: 17,051 shares; 2025Q1: 17,800 shares; 2025Q2: 14,472 shares; 2025Q3: 12,942 shares; 2025Q4: 12,066 shares 12,066 $208K 0.03% -876 Timeline VCTR VICTORY CAP HLDGS INC DEL More: the full row for VICTORY CAP HLDGS 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: 3,778 shares; 2025Q3: 3,314 shares; 2025Q4: 3,294 shares 3,294 $208K 0.03% -20 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 82,947 shares; 2025Q4: 4,531 shares 4,531 $208K 0.03% -78,416 Timeline SKYW SKYWEST INC More: the full row for SKYWEST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,553 shares; 2024Q4: 2,703 shares; 2025Q1: 2,829 shares; 2025Q2: not reported; 2025Q3: 2,139 shares; 2025Q4: 2,058 shares 2,058 $207K 0.03% -81 Timeline BDC BELDEN INC More: the full row for BELDEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,741 shares; 2025Q3: 1,775 shares; 2025Q4: 1,764 shares 1,764 $206K 0.03% -11 Timeline NJR NEW JERSEY RES CORP More: the full row for NEW JERSEY RES 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: 4,452 shares; 2025Q4: 4,447 shares 4,447 $205K 0.03% -5 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,326 shares; 2024Q4: 32,610 shares; 2025Q1: 24,840 shares; 2025Q2: 27,345 shares; 2025Q3: not reported; 2025Q4: 4,494 shares 4,494 $205K 0.03% new Timeline CRAI CRA INTL INC More: the full row for CRA INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,011 shares; 2025Q4: 1,015 shares 1,015 $204K 0.03% +4 Timeline EPRT ESSENTIAL PPTYS RLTY TR INC More: the full row for ESSENTIAL PPTYS RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,306 shares; 2025Q2: not reported; 2025Q3: 7,239 shares; 2025Q4: 6,862 shares 6,862 $204K 0.03% -377 Timeline AMCOR PLC AMCOR PLC More: the full row for AMCOR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,691 shares; 2025Q3: 26,395 shares; 2025Q4: 24,364 shares 24,364 $203K 0.03% -2,031 HOMB HOME BANCSHARES INC More: the full row for HOME BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,193 shares; 2025Q2: not reported; 2025Q3: 7,625 shares; 2025Q4: 7,300 shares 7,300 $203K 0.03% -325 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,202 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,308 shares; 2025Q4: 1,309 shares 1,309 $202K 0.03% +1 Timeline ATEN A10 NETWORKS INC More: the full row for A10 NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,627 shares; 2024Q4: 15,671 shares; 2025Q1: 14,984 shares; 2025Q2: 11,110 shares; 2025Q3: 11,978 shares; 2025Q4: 11,381 shares 11,381 $201K 0.03% -597 Timeline RBCAA REPUBLIC BANCORP INC KY More: the full row for REPUBLIC BANCORP INC KY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,473 shares; 2024Q4: 3,692 shares; 2025Q1: 3,879 shares; 2025Q2: not reported; 2025Q3: 2,981 shares; 2025Q4: 2,911 shares 2,911 $201K 0.03% -70 Timeline UMH UMH PPTYS INC More: the full row for UMH PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,462 shares; 2025Q1: 11,003 shares; 2025Q2: 11,333 shares; 2025Q3: 14,541 shares; 2025Q4: 12,528 shares 12,528 $199K 0.03% -2,013 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,300 shares; 2024Q4: 16,333 shares; 2025Q1: 16,833 shares; 2025Q2: 16,833 shares; 2025Q3: 16,833 shares; 2025Q4: 14,411 shares 14,411 $189K 0.03% -2,422 Timeline STGW STAGWELL INC More: the full row for STAGWELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 38,468 shares; 2025Q4: 38,152 shares 38,152 $187K 0.03% -316 Timeline EXK ENDEAVOUR SILVER CORP More: the full row for ENDEAVOUR SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,000 shares; 2024Q4: 10,100 shares; 2025Q1: 13,015 shares; 2025Q2: 12,365 shares; 2025Q3: 14,415 shares; 2025Q4: 13,415 shares 13,415 $126K 0.02% -1,000 Timeline DNN DENISON MINES CORP More: the full row for DENISON MINES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,900 shares; 2025Q3: 23,300 shares; 2025Q4: 23,300 shares 23,300 $62K 0.01% 0 Timeline VZLA VIZSLA SILVER CORP More: the full row for VIZSLA SILVER 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: 10,900 shares; 2025Q4: 10,500 shares 10,500 $57.4K 0.01% -400 Timeline EU ENCORE ENERGY CORP More: the full row for ENCORE 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: 19,425 shares; 2025Q4: 19,425 shares 19,425 $48.2K 0.01% 0 Timeline ITRG INTEGRA RES CORP More: the full row for INTEGRA RES 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: 10,000 shares 10,000 $40.1K 0.01% new Timeline LWLG LIGHTWAVE LOGIC INC More: the full row for LIGHTWAVE LOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares 10,000 $32.4K <0.01% 0 Timeline NNDM NANO DIMENSION LTD More: the full row for NANO DIMENSION LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,000 shares 11,000 $16.9K <0.01% new Timeline