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Howard Capital Management, LLC

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13F filer, CIK 1733173, Alpharetta, GA

Howard Capital Management, LLC reported $7,724,565,163 across 426 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-01-23. Its ten largest share positions make up 59.64% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001733173-26-000001

Period
2025-12-31
Reported value
$7.72B
Holdings
426
Top 10 weight
59.64%
New
21
Sold out
17

Largest buys vs the previous quarter

SecurityShares changeApprox. value
QLDadded+5,993,035$422M
SSOadded+6,887,760$399M
TQQQadded+3,855,510$203M
NFLXadded+251,535$23.6M
BUFRadded+445,206$15.3M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
SPXLreduced-153,714-$33.9M
BILreduced-229,599-$21M
UPROreduced-164,487-$19M
COSTreduced-9,521-$8.21M
GOOGLreduced-20,718-$6.48M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q4 2025

Share positions as resolved from 13F-HR 0001733173-26-000001, largest first. % of portfolio is the value over $7,724,565,163, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
QLDPROSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,408,549 shares; 2024Q4: 7,410,206 shares; 2025Q1: 86,629 shares; 2025Q2: 6,471,937 shares; 2025Q3: 6,284,671 shares; 2025Q4: 12,277,706 shares 12,277,706$864M11.19%+5,993,035Timeline
SSOPROSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,854,800 shares; 2024Q4: 1,854,800 shares; 2025Q1: not reported; 2025Q2: 6,959,690 shares; 2025Q3: 6,887,760 shares; 2025Q4: 13,775,520 shares 13,775,520$798M10.33%+6,887,760Timeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,987,625 shares; 2024Q4: 2,982,361 shares; 2025Q1: 2,982,616 shares; 2025Q2: 2,832,436 shares; 2025Q3: 2,830,661 shares; 2025Q4: 2,830,760 shares 2,830,760$535M6.92%+99Timeline
MGKVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,617,126 shares; 2024Q4: 1,612,707 shares; 2025Q1: 1,614,964 shares; 2025Q2: 1,269,992 shares; 2025Q3: 1,264,663 shares; 2025Q4: 1,264,663 shares 1,264,663$522M6.76%0Timeline
TQQQPROSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,904,981 shares; 2024Q4: 6,669,079 shares; 2025Q1: 414,618 shares; 2025Q2: 4,855,196 shares; 2025Q3: 4,609,752 shares; 2025Q4: 8,465,262 shares 8,465,262$446M5.78%+3,855,510Timeline
SPXLDIREXION SHARES ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,074,605 shares; 2024Q4: 2,418,951 shares; 2025Q1: not reported; 2025Q2: 1,683,668 shares; 2025Q3: 1,604,722 shares; 2025Q4: 1,451,008 shares 1,451,008$320M4.14%-153,714Timeline
QQHNORTHERN LTS FD TR IIIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,368,255 shares; 2024Q4: 6,385,270 shares; 2025Q1: 6,334,157 shares; 2025Q2: 6,306,973 shares; 2025Q3: 6,201,689 shares; 2025Q4: 6,490,711 shares 6,490,711$315M4.08%+289,022Timeline
HCMTDIREXION SHARES ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,987,926 shares; 2024Q4: 8,257,017 shares; 2025Q1: 8,459,568 shares; 2025Q2: 9,214,271 shares; 2025Q3: 9,559,154 shares; 2025Q4: 9,447,766 shares 9,447,766$280M3.63%-111,388Timeline
VIGVANGUARD SPECIALIZED FUNDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,208,253 shares; 2024Q4: 1,208,325 shares; 2025Q1: 1,208,252 shares; 2025Q2: 1,231,457 shares; 2025Q3: 1,231,457 shares; 2025Q4: 1,231,457 shares 1,231,457$271M3.5%0Timeline
LGHNORTHERN LTS FD TR IIIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,993,332 shares; 2024Q4: 6,071,955 shares; 2025Q1: 6,031,140 shares; 2025Q2: 6,031,775 shares; 2025Q3: 6,245,336 shares; 2025Q4: 6,180,126 shares 6,180,126$255M3.31%-65,210Timeline
CWBSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 375,955 shares; 2024Q4: 2,354,317 shares; 2025Q1: 2,375,293 shares; 2025Q2: 2,323,907 shares; 2025Q3: 2,320,341 shares; 2025Q4: 2,315,588 shares 2,315,588$207M2.67%-4,753Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 323,880 shares; 2024Q4: 323,916 shares; 2025Q1: 323,865 shares; 2025Q2: 269,209 shares; 2025Q3: 269,026 shares; 2025Q4: 268,924 shares 268,924$183M2.37%-102Timeline
AGGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,575,096 shares; 2024Q4: 1,093,236 shares; 2025Q1: 1,227,725 shares; 2025Q2: 1,135,587 shares; 2025Q3: 1,734,251 shares; 2025Q4: 1,734,237 shares 1,734,237$173M2.24%-14Timeline
VYMVANGUARD WHITEHALL FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,044,243 shares; 2024Q4: 1,044,302 shares; 2025Q1: 1,044,234 shares; 2025Q2: 1,132,957 shares; 2025Q3: 1,132,957 shares; 2025Q4: 1,132,957 shares 1,132,957$163M2.1%0Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 612,046 shares; 2024Q4: 635,044 shares; 2025Q1: 585,324 shares; 2025Q2: 786,155 shares; 2025Q3: 815,545 shares; 2025Q4: 871,793 shares 871,793$163M2.1%+56,248Timeline
VUGVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 314,081 shares; 2024Q4: 314,821 shares; 2025Q1: 314,108 shares; 2025Q2: 301,367 shares; 2025Q3: 297,144 shares; 2025Q4: 296,447 shares 296,447$145M1.87%-697Timeline
DVYISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 984,600 shares; 2024Q4: 984,600 shares; 2025Q1: 984,600 shares; 2025Q2: 1,011,427 shares; 2025Q3: 1,011,427 shares; 2025Q4: 1,011,427 shares 1,011,427$143M1.85%0Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 423,853 shares; 2024Q4: 455,685 shares; 2025Q1: 402,541 shares; 2025Q2: 377,472 shares; 2025Q3: 418,517 shares; 2025Q4: 448,536 shares 448,536$122M1.58%+30,019Timeline
UPROPROSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,179,700 shares; 2024Q4: 2,179,700 shares; 2025Q1: not reported; 2025Q2: 1,190,076 shares; 2025Q3: 1,190,076 shares; 2025Q4: 1,025,589 shares 1,025,589$119M1.54%-164,487Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 218,498 shares; 2024Q4: 239,848 shares; 2025Q1: 214,909 shares; 2025Q2: 192,760 shares; 2025Q3: 200,498 shares; 2025Q4: 217,686 shares 217,686$105M1.36%+17,188Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 235,820 shares; 2024Q4: 259,062 shares; 2025Q1: 192,334 shares; 2025Q2: 200,097 shares; 2025Q3: 197,753 shares; 2025Q4: 221,101 shares 221,101$76.5M0.99%+23,348Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 254,896 shares; 2024Q4: 267,852 shares; 2025Q1: 218,526 shares; 2025Q2: 244,219 shares; 2025Q3: 271,271 shares; 2025Q4: 318,319 shares 318,319$73.5M0.95%+47,048Timeline
BILSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,182,594 shares; 2024Q4: 1,148,367 shares; 2025Q1: 1,328,263 shares; 2025Q2: 1,371,416 shares; 2025Q3: 932,688 shares; 2025Q4: 703,089 shares 703,089$64.2M0.83%-229,599Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,329 shares; 2024Q4: 84,026 shares; 2025Q1: 74,944 shares; 2025Q2: 80,957 shares; 2025Q3: 88,874 shares; 2025Q4: 82,270 shares 82,270$54.3M0.7%-6,604Timeline
BNDVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,677 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 661,100 shares; 2025Q4: 661,100 shares 661,100$49M0.63%0Timeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,879 shares; 2024Q4: 87,674 shares; 2025Q1: 77,740 shares; 2025Q2: 102,359 shares; 2025Q3: 107,908 shares; 2025Q4: 104,470 shares 104,470$47M0.61%-3,438Timeline
BUFRFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105,626 shares; 2024Q4: 218,582 shares; 2025Q1: 275,044 shares; 2025Q2: 527,749 shares; 2025Q3: 812,169 shares; 2025Q4: 1,257,375 shares 1,257,375$43.1M0.56%+445,206Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 163,824 shares; 2024Q4: 176,942 shares; 2025Q1: 167,493 shares; 2025Q2: 141,838 shares; 2025Q3: 130,999 shares; 2025Q4: 110,281 shares 110,281$34.5M0.45%-20,718Timeline
QQQINEOS ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 558,439 shares; 2025Q4: 606,307 shares 606,307$32.7M0.42%+47,868Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,599 shares; 2024Q4: 66,813 shares; 2025Q1: 64,823 shares; 2025Q2: 122,593 shares; 2025Q3: 120,026 shares; 2025Q4: 103,117 shares 103,117$32.4M0.42%-16,909Timeline
HYGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 346,760 shares; 2024Q4: 346,740 shares; 2025Q1: 347,742 shares; 2025Q2: 351,395 shares; 2025Q3: 355,687 shares; 2025Q4: 369,061 shares 369,061$29.8M0.39%+13,374Timeline
ICVTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 321,100 shares; 2024Q4: 337,900 shares; 2025Q1: 338,606 shares; 2025Q2: 320,536 shares; 2025Q3: 304,867 shares; 2025Q4: 295,117 shares 295,117$29.1M0.38%-9,750Timeline
NFLXNETFLIX INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,531 shares; 2024Q4: 12,916 shares; 2025Q1: 11,130 shares; 2025Q2: 20,130 shares; 2025Q3: 23,939 shares; 2025Q4: 275,474 shares 275,474$25.8M0.33%+251,535Timeline
COSTCOSTCO WHOLESALE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,453 shares; 2024Q4: 17,640 shares; 2025Q1: 12,207 shares; 2025Q2: 31,709 shares; 2025Q3: 39,282 shares; 2025Q4: 29,761 shares 29,761$25.7M0.33%-9,521Timeline
KLACKLA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,361 shares; 2024Q4: 15,132 shares; 2025Q1: 16,043 shares; 2025Q2: 18,355 shares; 2025Q3: 18,100 shares; 2025Q4: 20,832 shares 20,832$25.3M0.33%+2,732Timeline
JNKSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 248,368 shares; 2025Q3: 248,368 shares; 2025Q4: 253,468 shares 253,468$24.6M0.32%+5,100Timeline
SPYINEOS ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 411,886 shares; 2025Q4: 453,565 shares 453,565$23.8M0.31%+41,679Timeline
PLTRPALANTIR TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,180 shares; 2024Q4: 11,667 shares; 2025Q1: 43,540 shares; 2025Q2: 99,491 shares; 2025Q3: 108,660 shares; 2025Q4: 119,748 shares 119,748$21.3M0.28%+11,088Timeline
QUSSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,775 shares; 2024Q4: 18,286 shares; 2025Q1: 22,758 shares; 2025Q2: 42,273 shares; 2025Q3: 64,821 shares; 2025Q4: 119,933 shares 119,933$20.9M0.27%+55,112Timeline
SDIVGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 681,750 shares; 2025Q3: 768,216 shares; 2025Q4: 834,871 shares 834,871$20.1M0.26%+66,655Timeline
AMDADVANCED MICRO DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,092 shares; 2024Q4: 69,737 shares; 2025Q1: 63,407 shares; 2025Q2: 70,893 shares; 2025Q3: 81,573 shares; 2025Q4: 83,338 shares 83,338$17.8M0.23%+1,765Timeline
FLQLFRANKLIN TEMPLETON ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,426 shares; 2024Q4: 37,515 shares; 2025Q1: 46,160 shares; 2025Q2: 84,940 shares; 2025Q3: 124,905 shares; 2025Q4: 228,120 shares 228,120$15.8M0.2%+103,215Timeline
FDLOFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,803 shares; 2024Q4: 32,388 shares; 2025Q1: 42,217 shares; 2025Q2: 80,838 shares; 2025Q3: 124,883 shares; 2025Q4: 233,344 shares 233,344$15.6M0.2%+108,461Timeline
USFRWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,922,989 shares; 2024Q4: 1,950,524 shares; 2025Q1: 1,940,828 shares; 2025Q2: 2,036,000 shares; 2025Q3: 2,020,971 shares; 2025Q4: 2,016,347 shares 2,016,347$13.4M0.17%-4,624Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,946 shares; 2024Q4: 23,203 shares; 2025Q1: 22,242 shares; 2025Q2: 24,644 shares; 2025Q3: 25,669 shares; 2025Q4: 26,196 shares 26,196$13.2M0.17%+527Timeline
EMBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 279,798 shares; 2024Q4: 139,031 shares; 2025Q1: 139,031 shares; 2025Q2: 131,146 shares; 2025Q3: 131,146 shares; 2025Q4: 131,761 shares 131,761$12.7M0.16%+615Timeline
IVWISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,808 shares; 2024Q4: 106,102 shares; 2025Q1: 102,230 shares; 2025Q2: 99,888 shares; 2025Q3: 97,390 shares; 2025Q4: 95,279 shares 95,279$11.7M0.15%-2,111Timeline
CSCOCISCO SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 121,756 shares; 2024Q4: 131,063 shares; 2025Q1: 111,119 shares; 2025Q2: 118,536 shares; 2025Q3: 132,683 shares; 2025Q4: 147,518 shares 147,518$11.4M0.15%+14,835Timeline
CCITIGROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,360 shares; 2024Q4: 90,951 shares; 2025Q1: 89,387 shares; 2025Q2: 92,573 shares; 2025Q3: 93,147 shares; 2025Q4: 88,072 shares 88,072$10.3M0.13%-5,075Timeline
IWMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,327 shares; 2024Q4: 41,542 shares; 2025Q1: 40,875 shares; 2025Q2: 40,584 shares; 2025Q3: 40,271 shares; 2025Q4: 41,433 shares 41,433$10.2M0.13%+1,162Timeline
LLYELI LILLY & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,138 shares; 2024Q4: 7,530 shares; 2025Q1: 6,606 shares; 2025Q2: 8,800 shares; 2025Q3: 9,044 shares; 2025Q4: 9,106 shares 9,106$9.79M0.13%+62Timeline
RLRALPH LAUREN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,673 shares; 2024Q4: 26,333 shares; 2025Q1: 26,333 shares; 2025Q2: 26,333 shares; 2025Q3: 26,333 shares; 2025Q4: 26,333 shares 26,333$9.31M0.12%0Timeline
MDYSTATE STR SPDR S&P MIDCAP 40Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,566 shares; 2024Q4: 16,571 shares; 2025Q1: 16,130 shares; 2025Q2: 15,378 shares; 2025Q3: 15,243 shares; 2025Q4: 15,193 shares 15,193$9.17M0.12%-50Timeline
SYFSYNCHRONY FINANCIALQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 104,547 shares; 2024Q4: 104,655 shares; 2025Q1: 104,363 shares; 2025Q2: 104,801 shares; 2025Q3: 104,873 shares; 2025Q4: 104,885 shares 104,885$8.75M0.11%+12Timeline
UALUNITED AIRLS HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,036 shares; 2024Q4: 77,117 shares; 2025Q1: 76,888 shares; 2025Q2: 77,049 shares; 2025Q3: 77,103 shares; 2025Q4: 77,112 shares 77,112$8.62M0.11%+9Timeline
GMGENERAL MTRS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,306 shares; 2024Q4: 106,752 shares; 2025Q1: 105,463 shares; 2025Q2: 104,412 shares; 2025Q3: 111,373 shares; 2025Q4: 104,643 shares 104,643$8.51M0.11%-6,730Timeline
MUMICRON TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,802 shares; 2024Q4: 30,721 shares; 2025Q1: 26,641 shares; 2025Q2: 28,412 shares; 2025Q3: 28,586 shares; 2025Q4: 29,252 shares 29,252$8.35M0.11%+666Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,807 shares; 2024Q4: 25,077 shares; 2025Q1: 22,277 shares; 2025Q2: 20,727 shares; 2025Q3: 21,808 shares; 2025Q4: 25,784 shares 25,784$8.31M0.11%+3,976Timeline
FOXFOX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 113,285 shares; 2024Q4: 113,861 shares; 2025Q1: 113,869 shares; 2025Q2: 106,260 shares; 2025Q3: 106,260 shares; 2025Q4: 122,097 shares 122,097$7.93M0.1%+15,837Timeline
ORLYOREILLY AUTOMOTIVE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,639 shares; 2024Q4: 1,694 shares; 2025Q1: 1,470 shares; 2025Q2: 51,288 shares; 2025Q3: 70,483 shares; 2025Q4: 83,090 shares 83,090$7.58M0.1%+12,607Timeline
ABBVABBVIE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,994 shares; 2024Q4: 21,318 shares; 2025Q1: 20,906 shares; 2025Q2: 28,066 shares; 2025Q3: 31,159 shares; 2025Q4: 33,008 shares 33,008$7.54M0.1%+1,849Timeline
QCOMQUALCOMM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,752 shares; 2024Q4: 46,771 shares; 2025Q1: 41,929 shares; 2025Q2: 43,010 shares; 2025Q3: 42,978 shares; 2025Q4: 43,728 shares 43,728$7.48M0.1%+750Timeline
TAT&T INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 263,540 shares; 2024Q4: 267,518 shares; 2025Q1: 262,507 shares; 2025Q2: 276,004 shares; 2025Q3: 277,823 shares; 2025Q4: 300,219 shares 300,219$7.46M0.1%+22,396Timeline
DGRWWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,836 shares; 2024Q4: 52,193 shares; 2025Q1: 59,210 shares; 2025Q2: 70,158 shares; 2025Q3: 75,820 shares; 2025Q4: 80,848 shares 80,848$7.23M0.09%+5,028Timeline
FOXAFOX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 104,780 shares; 2024Q4: 105,337 shares; 2025Q1: 98,325 shares; 2025Q2: 98,267 shares; 2025Q3: 98,267 shares; 2025Q4: 98,267 shares 98,267$7.18M0.09%0Timeline
PWRQUANTA SVCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,233 shares; 2024Q4: 9,919 shares; 2025Q1: 10,899 shares; 2025Q2: 13,850 shares; 2025Q3: 15,910 shares; 2025Q4: 16,993 shares 16,993$7.17M0.09%+1,083Timeline
AMGNAMGEN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,547 shares; 2024Q4: 20,015 shares; 2025Q1: 17,916 shares; 2025Q2: 20,976 shares; 2025Q3: 20,968 shares; 2025Q4: 21,351 shares 21,351$6.99M0.09%+383Timeline
PEPPEPSICO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,518 shares; 2024Q4: 41,762 shares; 2025Q1: 36,396 shares; 2025Q2: 41,348 shares; 2025Q3: 41,342 shares; 2025Q4: 47,726 shares 47,726$6.85M0.09%+6,384Timeline
LINLINDE PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 432 shares; 2024Q4: 14,471 shares; 2025Q1: 12,996 shares; 2025Q2: 14,250 shares; 2025Q3: 13,805 shares; 2025Q4: 15,976 shares 15,976$6.81M0.09%+2,171Timeline
ETRENTERGY CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,614 shares; 2024Q4: 67,124 shares; 2025Q1: 66,774 shares; 2025Q2: 67,132 shares; 2025Q3: 67,179 shares; 2025Q4: 67,193 shares 67,193$6.21M0.08%+14Timeline
VZVERIZON COMMUNICATIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 127,305 shares; 2024Q4: 130,047 shares; 2025Q1: 128,171 shares; 2025Q2: 135,807 shares; 2025Q3: 137,445 shares; 2025Q4: 151,981 shares 151,981$6.19M0.08%+14,536Timeline
DALDELTA AIR LINES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,676 shares; 2024Q4: 88,869 shares; 2025Q1: 88,364 shares; 2025Q2: 88,651 shares; 2025Q3: 88,765 shares; 2025Q4: 88,784 shares 88,784$6.16M0.08%+19Timeline
LRCXLAM RESEARCH CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 36,103 shares; 2025Q1: 31,286 shares; 2025Q2: 34,720 shares; 2025Q3: 34,599 shares; 2025Q4: 35,413 shares 35,413$6.06M0.08%+814Timeline
AMATAPPLIED MATLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,630 shares; 2024Q4: 27,419 shares; 2025Q1: 23,777 shares; 2025Q2: 22,656 shares; 2025Q3: 22,654 shares; 2025Q4: 23,171 shares 23,171$5.95M0.08%+517Timeline
MTBM & T BK CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,437 shares; 2024Q4: 26,624 shares; 2025Q1: 26,671 shares; 2025Q2: 24,836 shares; 2025Q3: 24,866 shares; 2025Q4: 29,452 shares 29,452$5.93M0.08%+4,586Timeline
AEPAMERICAN ELEC PWR CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,664 shares; 2024Q4: 15,110 shares; 2025Q1: 14,946 shares; 2025Q2: 41,139 shares; 2025Q3: 46,922 shares; 2025Q4: 51,100 shares 51,100$5.89M0.08%+4,178Timeline
LUVSOUTHWEST AIRLS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 125,833 shares; 2024Q4: 127,753 shares; 2025Q1: 117,479 shares; 2025Q2: 127,218 shares; 2025Q3: 128,536 shares; 2025Q4: 142,034 shares 142,034$5.87M0.08%+13,498Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,320 shares; 2024Q4: 14,218 shares; 2025Q1: 12,750 shares; 2025Q2: 13,042 shares; 2025Q3: 13,457 shares; 2025Q4: 16,536 shares 16,536$5.8M0.08%+3,079Timeline
CTSHCOGNIZANT TECHNOLOGY SOLUTIOQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,657 shares; 2024Q4: 59,100 shares; 2025Q1: 57,192 shares; 2025Q2: 57,310 shares; 2025Q3: 62,090 shares; 2025Q4: 69,608 shares 69,608$5.78M0.07%+7,518Timeline
IAUISHARES GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 64,056 shares; 2025Q4: 70,361 shares 70,361$5.71M0.07%+6,305Timeline
ISRGINTUITIVE SURGICAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,945 shares; 2024Q4: 10,293 shares; 2025Q1: 8,955 shares; 2025Q2: 9,862 shares; 2025Q3: 9,850 shares; 2025Q4: 10,051 shares 10,051$5.69M0.07%+201Timeline
HPEHEWLETT PACKARD ENTERPRISE CQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 197,909 shares; 2024Q4: 201,501 shares; 2025Q1: 201,978 shares; 2025Q2: 207,110 shares; 2025Q3: 207,816 shares; 2025Q4: 227,178 shares 227,178$5.46M0.07%+19,362Timeline
TMUST-MOBILE US INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,565 shares; 2024Q4: 14,991 shares; 2025Q1: 12,999 shares; 2025Q2: 25,100 shares; 2025Q3: 24,964 shares; 2025Q4: 25,973 shares 25,973$5.27M0.07%+1,009Timeline
INTUINTUITQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,380 shares; 2024Q4: 7,610 shares; 2025Q1: 6,614 shares; 2025Q2: 7,684 shares; 2025Q3: 7,606 shares; 2025Q4: 7,776 shares 7,776$5.15M0.07%+170Timeline
UHSUNIVERSAL HLTH SVCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,450 shares; 2024Q4: 23,450 shares; 2025Q1: 23,450 shares; 2025Q2: 23,450 shares; 2025Q3: 23,450 shares; 2025Q4: 23,450 shares 23,450$5.11M0.07%0Timeline
BKNGBOOKING HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 957 shares; 2024Q4: 1,007 shares; 2025Q1: 881 shares; 2025Q2: 942 shares; 2025Q3: 941 shares; 2025Q4: 954 shares 954$5.11M0.07%+13Timeline
METMETLIFE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,848 shares; 2024Q4: 52,789 shares; 2025Q1: 52,816 shares; 2025Q2: 52,380 shares; 2025Q3: 52,506 shares; 2025Q4: 64,707 shares 64,707$5.11M0.07%+12,201Timeline
PHMPULTE GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,687 shares; 2024Q4: 42,768 shares; 2025Q1: 42,560 shares; 2025Q2: 45,735 shares; 2025Q3: 42,522 shares; 2025Q4: 42,528 shares 42,528$4.99M0.06%+6Timeline
VTRSVIATRIS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 336,767 shares; 2024Q4: 340,890 shares; 2025Q1: 338,526 shares; 2025Q2: 346,351 shares; 2025Q3: 350,933 shares; 2025Q4: 395,975 shares 395,975$4.93M0.06%+45,042Timeline
GILDGILEAD SCIENCES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,348 shares; 2024Q4: 41,922 shares; 2025Q1: 33,392 shares; 2025Q2: 39,094 shares; 2025Q3: 39,049 shares; 2025Q4: 39,948 shares 39,948$4.9M0.06%+899Timeline
STLDSTEEL DYNAMICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,477 shares; 2024Q4: 28,522 shares; 2025Q1: 28,405 shares; 2025Q2: 28,625 shares; 2025Q3: 28,655 shares; 2025Q4: 28,660 shares 28,660$4.86M0.06%+5Timeline
TSNTYSON FOODS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,198 shares; 2024Q4: 74,176 shares; 2025Q1: 73,902 shares; 2025Q2: 74,419 shares; 2025Q3: 81,162 shares; 2025Q4: 82,704 shares 82,704$4.85M0.06%+1,542Timeline
MOALTRIA GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,423 shares; 2024Q4: 87,911 shares; 2025Q1: 86,977 shares; 2025Q2: 89,494 shares; 2025Q3: 90,211 shares; 2025Q4: 82,778 shares 82,778$4.77M0.06%-7,433Timeline
PPLPPL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 139,425 shares; 2024Q4: 131,428 shares; 2025Q1: 130,751 shares; 2025Q2: 131,175 shares; 2025Q3: 131,331 shares; 2025Q4: 131,357 shares 131,357$4.6M0.06%+26Timeline
TXNTEXAS INSTRS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,521 shares; 2024Q4: 27,429 shares; 2025Q1: 24,036 shares; 2025Q2: 26,745 shares; 2025Q3: 26,022 shares; 2025Q4: 26,491 shares 26,491$4.6M0.06%+469Timeline
XOMEXXON MOBIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,234 shares; 2024Q4: 46,036 shares; 2025Q1: 40,938 shares; 2025Q2: 41,283 shares; 2025Q3: 38,135 shares; 2025Q4: 38,186 shares 38,186$4.6M0.06%+51Timeline
ADBEADOBE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,709 shares; 2024Q4: 14,126 shares; 2025Q1: 12,338 shares; 2025Q2: 12,458 shares; 2025Q3: 12,654 shares; 2025Q4: 12,936 shares 12,936$4.53M0.06%+282Timeline
KRKROGER COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,540 shares; 2024Q4: 73,199 shares; 2025Q1: 72,518 shares; 2025Q2: 72,281 shares; 2025Q3: 72,419 shares; 2025Q4: 72,442 shares 72,442$4.53M0.06%+23Timeline
CFCF INDUSTRIES HOLDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,189 shares; 2024Q4: 50,684 shares; 2025Q1: 51,009 shares; 2025Q2: 50,572 shares; 2025Q3: 50,868 shares; 2025Q4: 57,791 shares 57,791$4.47M0.06%+6,923Timeline
INTCINTEL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 125,831 shares; 2024Q4: 129,568 shares; 2025Q1: 113,163 shares; 2025Q2: 122,487 shares; 2025Q3: 117,883 shares; 2025Q4: 120,666 shares 120,666$4.45M0.06%+2,783Timeline
ALKALASKA AIR GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,489 shares; 2024Q4: 88,489 shares; 2025Q1: 88,489 shares; 2025Q2: 88,490 shares; 2025Q3: 88,490 shares; 2025Q4: 88,489 shares 88,489$4.45M0.06%-1Timeline
PFEPFIZER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 138,036 shares; 2024Q4: 129,932 shares; 2025Q1: 136,864 shares; 2025Q2: 148,309 shares; 2025Q3: 151,424 shares; 2025Q4: 177,696 shares 177,696$4.42M0.06%+26,272Timeline
AESAES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 237,447 shares; 2024Q4: 253,788 shares; 2025Q1: 263,346 shares; 2025Q2: 270,558 shares; 2025Q3: 271,485 shares; 2025Q4: 308,129 shares 308,129$4.42M0.06%+36,644Timeline
EVRGEVERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,134 shares; 2024Q4: 66,858 shares; 2025Q1: 66,222 shares; 2025Q2: 66,998 shares; 2025Q3: 60,803 shares; 2025Q4: 60,803 shares 60,803$4.41M0.06%0Timeline
PEGPUBLIC SVC ENTERPRISE GROUPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,357 shares; 2024Q4: 54,486 shares; 2025Q1: 54,067 shares; 2025Q2: 54,612 shares; 2025Q3: 54,707 shares; 2025Q4: 54,725 shares 54,725$4.39M0.06%+18Timeline
CMCSACOMCAST CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 122,443 shares; 2024Q4: 126,353 shares; 2025Q1: 118,570 shares; 2025Q2: 119,305 shares; 2025Q3: 120,342 shares; 2025Q4: 143,259 shares 143,259$4.28M0.06%+22,917Timeline
WABWABTECQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,017 shares; 2024Q4: 13,876 shares; 2025Q1: not reported; 2025Q2: 13,853 shares; 2025Q3: 17,518 shares; 2025Q4: 19,936 shares 19,936$4.26M0.06%+2,418Timeline
NWSNEWS CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 151,421 shares; 2024Q4: 143,272 shares; 2025Q1: 143,272 shares; 2025Q2: 143,272 shares; 2025Q3: 143,272 shares; 2025Q4: 143,272 shares 143,272$4.25M0.05%0Timeline
VRTXVERTEX PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,433 shares; 2024Q4: 7,657 shares; 2025Q1: 6,636 shares; 2025Q2: 8,918 shares; 2025Q3: 8,914 shares; 2025Q4: 9,274 shares 9,274$4.2M0.05%+360Timeline
VLOVALERO ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,326 shares; 2024Q4: 28,032 shares; 2025Q1: 25,619 shares; 2025Q2: 25,723 shares; 2025Q3: 25,747 shares; 2025Q4: 25,758 shares 25,758$4.19M0.05%+11Timeline
SOXLDIREXION SHARES ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,000 shares; 2024Q4: 99,000 shares; 2025Q1: 99,300 shares; 2025Q2: 197,439 shares; 2025Q3: 202,941 shares; 2025Q4: 99,736 shares 99,736$4.19M0.05%-103,205Timeline
APPAPPLOVIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,675 shares; 2025Q4: 6,195 shares 6,195$4.17M0.05%+2,520Timeline
CTRACOTERRA ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 120,108 shares; 2024Q4: 111,493 shares; 2025Q1: 110,859 shares; 2025Q2: 112,381 shares; 2025Q3: 112,567 shares; 2025Q4: 151,172 shares 151,172$3.98M0.05%+38,605Timeline
PANWPALO ALTO NETWORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,382 shares; 2024Q4: 18,410 shares; 2025Q1: 16,214 shares; 2025Q2: 20,879 shares; 2025Q3: 20,821 shares; 2025Q4: 21,252 shares 21,252$3.91M0.05%+431Timeline
JNJJOHNSON & JOHNSONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,850 shares; 2024Q4: 18,879 shares; 2025Q1: 16,510 shares; 2025Q2: 18,203 shares; 2025Q3: 18,803 shares; 2025Q4: 18,903 shares 18,903$3.91M0.05%+100Timeline
HONHONEYWELL INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,855 shares; 2024Q4: 19,431 shares; 2025Q1: 16,890 shares; 2025Q2: 18,824 shares; 2025Q3: 19,279 shares; 2025Q4: 19,705 shares 19,705$3.84M0.05%+426Timeline
EQTEQT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,022 shares; 2024Q4: 70,148 shares; 2025Q1: 69,948 shares; 2025Q2: 70,936 shares; 2025Q3: 71,676 shares; 2025Q4: 71,693 shares 71,693$3.84M0.05%+17Timeline
WMTWALMART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,234 shares; 2024Q4: 27,631 shares; 2025Q1: 25,364 shares; 2025Q2: 33,103 shares; 2025Q3: 34,134 shares; 2025Q4: 34,309 shares 34,309$3.82M0.05%+175Timeline
ADIANALOG DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,958 shares; 2024Q4: 14,384 shares; 2025Q1: 12,473 shares; 2025Q2: 13,502 shares; 2025Q3: 13,631 shares; 2025Q4: 13,939 shares 13,939$3.78M0.05%+308Timeline
AALAMERICAN AIRLINES GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 245,913 shares; 2024Q4: 245,913 shares; 2025Q1: 245,913 shares; 2025Q2: 245,913 shares; 2025Q3: 245,913 shares; 2025Q4: 245,913 shares 245,913$3.77M0.05%0Timeline
MPCMARATHON PETE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,182 shares; 2024Q4: 23,300 shares; 2025Q1: 22,942 shares; 2025Q2: 22,657 shares; 2025Q3: 22,736 shares; 2025Q4: 22,717 shares 22,717$3.69M0.05%-19Timeline
LENLENNAR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,755 shares; 2024Q4: 28,836 shares; 2025Q1: 31,122 shares; 2025Q2: 31,942 shares; 2025Q3: 32,200 shares; 2025Q4: 35,273 shares 35,273$3.63M0.05%+3,073Timeline
HPQHP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 127,887 shares; 2024Q4: 129,968 shares; 2025Q1: 130,816 shares; 2025Q2: 135,186 shares; 2025Q3: 136,692 shares; 2025Q4: 161,119 shares 161,119$3.59M0.05%+24,427Timeline
IBITISHARES BITCOIN TRUST ETFQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 186,206 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 71,288 shares 71,288$3.54M0.05%newTimeline
MAMASTERCARD INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,183 shares; 2024Q4: 6,574 shares; 2025Q1: 5,699 shares; 2025Q2: 5,791 shares; 2025Q3: 5,947 shares; 2025Q4: 6,165 shares 6,165$3.52M0.05%+218Timeline
BWABORGWARNER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,279 shares; 2024Q4: 84,811 shares; 2025Q1: 86,758 shares; 2025Q2: 76,278 shares; 2025Q3: 76,278 shares; 2025Q4: 76,278 shares 76,278$3.44M0.04%0Timeline
NUENUCOR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,787 shares; 2024Q4: 20,853 shares; 2025Q1: 20,626 shares; 2025Q2: 20,657 shares; 2025Q3: 20,705 shares; 2025Q4: 20,713 shares 20,713$3.38M0.04%+8Timeline
CRWDCROWDSTRIKE HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,992 shares; 2024Q4: 6,172 shares; 2025Q1: 5,468 shares; 2025Q2: 6,787 shares; 2025Q3: 7,019 shares; 2025Q4: 7,173 shares 7,173$3.36M0.04%+154Timeline
MRKMERCK & CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,335 shares; 2024Q4: 17,193 shares; 2025Q1: 14,912 shares; 2025Q2: 24,691 shares; 2025Q3: 26,403 shares; 2025Q4: 31,844 shares 31,844$3.35M0.04%+5,441Timeline
CVXCHEVRON CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,477 shares; 2024Q4: 19,075 shares; 2025Q1: 19,811 shares; 2025Q2: 20,206 shares; 2025Q3: 21,578 shares; 2025Q4: 21,669 shares 21,669$3.3M0.04%+91Timeline
ADPAUTOMATIC DATA PROCESSING INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,757 shares; 2024Q4: 12,100 shares; 2025Q1: 10,558 shares; 2025Q2: 50,063 shares; 2025Q3: 11,769 shares; 2025Q4: 11,992 shares 11,992$3.08M0.04%+223Timeline
CRMSALESFORCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,742 shares; 2024Q4: 6,290 shares; 2025Q1: 8,971 shares; 2025Q2: 11,243 shares; 2025Q3: 11,542 shares; 2025Q4: 11,528 shares 11,528$3.05M0.04%-14Timeline
BACBANK OF AMER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,648 shares; 2024Q4: 47,054 shares; 2025Q1: 41,360 shares; 2025Q2: 47,192 shares; 2025Q3: 51,476 shares; 2025Q4: 52,063 shares 52,063$2.86M0.04%+587Timeline
SBUXSTARBUCKS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,230 shares; 2024Q4: 33,263 shares; 2025Q1: 28,848 shares; 2025Q2: 32,532 shares; 2025Q3: 32,467 shares; 2025Q4: 33,232 shares 33,232$2.8M0.04%+765Timeline
SWKSSKYWORKS SOLUTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,274 shares; 2024Q4: 34,019 shares; 2025Q1: 34,376 shares; 2025Q2: 34,701 shares; 2025Q3: 34,946 shares; 2025Q4: 44,082 shares 44,082$2.8M0.04%+9,136Timeline
ALBALBEMARLE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,091 shares; 2024Q4: 19,313 shares; 2025Q1: 19,313 shares; 2025Q2: 19,313 shares; 2025Q3: 19,313 shares; 2025Q4: 19,313 shares 19,313$2.73M0.04%0Timeline
CEGCONSTELLATION ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,327 shares; 2024Q4: 9,609 shares; 2025Q1: 8,535 shares; 2025Q2: 7,572 shares; 2025Q3: 7,559 shares; 2025Q4: 7,728 shares 7,728$2.73M0.04%+169Timeline
PGPROCTER & GAMBLE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,368 shares; 2024Q4: 16,184 shares; 2025Q1: 14,182 shares; 2025Q2: 17,936 shares; 2025Q3: 18,381 shares; 2025Q4: 18,719 shares 18,719$2.68M0.03%+338Timeline
HDHOME DEPOT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,422 shares; 2024Q4: 6,847 shares; 2025Q1: 6,093 shares; 2025Q2: 7,514 shares; 2025Q3: 7,662 shares; 2025Q4: 7,702 shares 7,702$2.65M0.03%+40Timeline
PCARPACCAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,533 shares; 2024Q4: 17,504 shares; 2025Q1: 15,887 shares; 2025Q2: 18,666 shares; 2025Q3: 18,877 shares; 2025Q4: 23,998 shares 23,998$2.63M0.03%+5,121Timeline
APAAPA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,916 shares; 2024Q4: 88,310 shares; 2025Q1: 90,627 shares; 2025Q2: 94,363 shares; 2025Q3: 94,848 shares; 2025Q4: 106,886 shares 106,886$2.61M0.03%+12,038Timeline
UNHUNITEDHEALTH GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,860 shares; 2024Q4: 7,925 shares; 2025Q1: 6,866 shares; 2025Q2: 7,284 shares; 2025Q3: 7,524 shares; 2025Q4: 7,760 shares 7,760$2.56M0.03%+236Timeline
BGBUNGE GLOBAL SAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,119 shares; 2024Q4: 32,180 shares; 2025Q1: 32,292 shares; 2025Q2: 32,797 shares; 2025Q3: 28,136 shares; 2025Q4: 28,184 shares 28,184$2.51M0.03%+48Timeline
ADMARCHER DANIELS MIDLAND COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,503 shares; 2024Q4: 43,658 shares; 2025Q1: 49,848 shares; 2025Q2: 42,840 shares; 2025Q3: 42,930 shares; 2025Q4: 42,945 shares 42,945$2.47M0.03%+15Timeline
CDNSCADENCE DESIGN SYSTEM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,331 shares; 2024Q4: 7,548 shares; 2025Q1: 6,541 shares; 2025Q2: 7,703 shares; 2025Q3: 7,695 shares; 2025Q4: 7,875 shares 7,875$2.46M0.03%+180Timeline
PYPLPAYPAL HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,378 shares; 2024Q4: 45,417 shares; 2025Q1: 41,203 shares; 2025Q2: 40,841 shares; 2025Q3: 40,803 shares; 2025Q4: 41,442 shares 41,442$2.42M0.03%+639Timeline
SNPSSYNOPSYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,965 shares; 2024Q4: 4,078 shares; 2025Q1: 3,533 shares; 2025Q2: 4,210 shares; 2025Q3: 5,015 shares; 2025Q4: 5,132 shares 5,132$2.41M0.03%+117Timeline
REGNREGENERON PHARMACEUTICALSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,013 shares; 2024Q4: 3,102 shares; 2025Q1: 2,709 shares; 2025Q2: 3,067 shares; 2025Q3: 3,040 shares; 2025Q4: 3,108 shares 3,108$2.4M0.03%+68Timeline
GEGE AEROSPACEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,645 shares; 2024Q4: 7,005 shares; 2025Q1: 6,100 shares; 2025Q2: 7,451 shares; 2025Q3: 7,697 shares; 2025Q4: 7,738 shares 7,738$2.38M0.03%+41Timeline
ORCLORACLE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,496 shares; 2024Q4: 10,013 shares; 2025Q1: 8,678 shares; 2025Q2: 11,423 shares; 2025Q3: 11,801 shares; 2025Q4: 11,864 shares 11,864$2.31M0.03%+63Timeline
WFCWELLS FARGO & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,731 shares; 2024Q4: 25,885 shares; 2025Q1: 22,840 shares; 2025Q2: 25,768 shares; 2025Q3: 24,411 shares; 2025Q4: 24,541 shares 24,541$2.29M0.03%+130Timeline
RTXRTX CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,199 shares; 2024Q4: 9,685 shares; 2025Q1: 8,438 shares; 2025Q2: 9,969 shares; 2025Q3: 12,287 shares; 2025Q4: 12,340 shares 12,340$2.26M0.03%+53Timeline
EXCEXELON CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,003 shares; 2024Q4: 36,374 shares; 2025Q1: 33,569 shares; 2025Q2: 29,358 shares; 2025Q3: 37,775 shares; 2025Q4: 51,509 shares 51,509$2.25M0.03%+13,734Timeline
CATCATERPILLAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,199 shares; 2024Q4: 3,356 shares; 2025Q1: 2,987 shares; 2025Q2: 3,504 shares; 2025Q3: 3,872 shares; 2025Q4: 3,890 shares 3,890$2.23M0.03%+18Timeline
MRVLMARVELL TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,006 shares; 2024Q4: 23,732 shares; 2025Q1: 20,580 shares; 2025Q2: 25,309 shares; 2025Q3: 25,277 shares; 2025Q4: 25,869 shares 25,869$2.2M0.03%+592Timeline
KOCOCA COLA COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,451 shares; 2024Q4: 26,050 shares; 2025Q1: 22,812 shares; 2025Q2: 29,610 shares; 2025Q3: 30,576 shares; 2025Q4: 30,737 shares 30,737$2.15M0.03%+161Timeline
HYZDWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,699 shares; 2024Q4: 34,692 shares; 2025Q1: 36,446 shares; 2025Q2: 38,354 shares; 2025Q3: 87,540 shares; 2025Q4: 94,915 shares 94,915$2.14M0.03%+7,375Timeline
MOSMOSAIC COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,796 shares; 2024Q4: 96,560 shares; 2025Q1: 98,685 shares; 2025Q2: 99,857 shares; 2025Q3: 85,729 shares; 2025Q4: 85,730 shares 85,730$2.07M0.03%+1Timeline
MDLZMONDELEZ INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,676 shares; 2024Q4: 38,838 shares; 2025Q1: 33,851 shares; 2025Q2: 37,031 shares; 2025Q3: 36,979 shares; 2025Q4: 37,845 shares 37,845$2.04M0.03%+866Timeline
IBMINTERNATIONAL BUSINESS MACHSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,036 shares; 2024Q4: 6,057 shares; 2025Q1: 5,279 shares; 2025Q2: 6,425 shares; 2025Q3: 6,758 shares; 2025Q4: 6,793 shares 6,793$2.01M0.03%+35Timeline
GSGOLDMAN SACHS GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,134 shares; 2024Q4: 2,242 shares; 2025Q1: 1,952 shares; 2025Q2: 2,276 shares; 2025Q3: 2,272 shares; 2025Q4: 2,284 shares 2,284$2.01M0.03%+12Timeline
DXCDXC TECHNOLOGY COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 136,795 shares; 2024Q4: 136,795 shares; 2025Q1: 136,795 shares; 2025Q2: 136,795 shares; 2025Q3: 136,795 shares; 2025Q4: 136,795 shares 136,795$2M0.03%0Timeline
MELIMERCADOLIBRE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 964 shares; 2024Q4: 984 shares; 2025Q1: 853 shares; 2025Q2: 968 shares; 2025Q3: 958 shares; 2025Q4: 983 shares 983$1.98M0.03%+25Timeline
MARMARRIOTT INTL INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,086 shares; 2024Q4: 7,291 shares; 2025Q1: 6,320 shares; 2025Q2: 6,209 shares; 2025Q3: 6,203 shares; 2025Q4: 6,346 shares 6,346$1.97M0.03%+143Timeline
HUMHUMANA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,833 shares; 2024Q4: 9,902 shares; 2025Q1: 7,880 shares; 2025Q2: 6,789 shares; 2025Q3: 9,141 shares; 2025Q4: 7,685 shares 7,685$1.97M0.03%-1,456Timeline
BMYBRISTOL-MYERS SQUIBB COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,533 shares; 2024Q4: 19,949 shares; 2025Q1: 18,630 shares; 2025Q2: 23,215 shares; 2025Q3: 25,514 shares; 2025Q4: 36,314 shares 36,314$1.96M0.03%+10,800Timeline
CSXCSX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,132 shares; 2024Q4: 57,852 shares; 2025Q1: 50,180 shares; 2025Q2: 52,672 shares; 2025Q3: 52,598 shares; 2025Q4: 53,839 shares 53,839$1.95M0.03%+1,241Timeline
PMPHILIP MORRIS INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,871 shares; 2024Q4: 10,406 shares; 2025Q1: 9,558 shares; 2025Q2: 11,279 shares; 2025Q3: 11,651 shares; 2025Q4: 12,083 shares 12,083$1.94M0.03%+432Timeline
SHYISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,147 shares; 2024Q4: 17,193 shares; 2025Q1: 17,985 shares; 2025Q2: 23,275 shares; 2025Q3: 22,810 shares; 2025Q4: 23,182 shares 23,182$1.92M0.02%+372Timeline
SHELSHELL PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,772 shares; 2024Q4: 12,078 shares; 2025Q1: 13,597 shares; 2025Q2: 19,402 shares; 2025Q3: 22,959 shares; 2025Q4: 26,051 shares 26,051$1.91M0.02%+3,092Timeline
CTASCINTAS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,555 shares; 2024Q4: 9,985 shares; 2025Q1: 8,464 shares; 2025Q2: 9,533 shares; 2025Q3: 9,439 shares; 2025Q4: 10,016 shares 10,016$1.88M0.02%+577Timeline
TMOTHERMO FISHER SCIENTIFIC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,485 shares; 2024Q4: 2,661 shares; 2025Q1: 2,309 shares; 2025Q2: 2,979 shares; 2025Q3: 3,075 shares; 2025Q4: 3,091 shares 3,091$1.79M0.02%+16Timeline
AZOAUTOZONE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 663 shares; 2024Q4: 661 shares; 2025Q1: 639 shares; 2025Q2: 647 shares; 2025Q3: 635 shares; 2025Q4: 527 shares 527$1.79M0.02%-108Timeline
MCDMCDONALDS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,651 shares; 2024Q4: 4,903 shares; 2025Q1: 4,265 shares; 2025Q2: 5,453 shares; 2025Q3: 5,525 shares; 2025Q4: 5,798 shares 5,798$1.77M0.02%+273Timeline
ADSKAUTODESK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,768 shares; 2024Q4: 5,961 shares; 2025Q1: 5,169 shares; 2025Q2: 5,766 shares; 2025Q3: 5,758 shares; 2025Q4: 5,890 shares 5,890$1.74M0.02%+132Timeline
ABTABBOTT LABORATORIESQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,012 shares; 2024Q4: 11,601 shares; 2025Q1: 10,348 shares; 2025Q2: 12,973 shares; 2025Q3: 13,400 shares; 2025Q4: 13,469 shares 13,469$1.69M0.02%+69Timeline
WDCWESTERN DIGITAL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,993 shares; 2025Q4: 9,637 shares 9,637$1.66M0.02%+7,644Timeline
DASHDOORDASH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,751 shares; 2024Q4: 1,841 shares; 2025Q1: 1,593 shares; 2025Q2: 2,365 shares; 2025Q3: 7,180 shares; 2025Q4: 7,323 shares 7,323$1.66M0.02%+143Timeline
ELVELEVANCE HEALTH INC FORMERLYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,452 shares; 2024Q4: 1,524 shares; 2025Q1: 1,318 shares; 2025Q2: 1,659 shares; 2025Q3: 2,063 shares; 2025Q4: 4,727 shares 4,727$1.66M0.02%+2,664Timeline
ROSTROSS STORES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,305 shares; 2024Q4: 9,589 shares; 2025Q1: 8,316 shares; 2025Q2: 8,977 shares; 2025Q3: 8,965 shares; 2025Q4: 9,171 shares 9,171$1.65M0.02%+206Timeline
ABNBAIRBNB INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,831 shares; 2024Q4: 12,183 shares; 2025Q1: 10,655 shares; 2025Q2: 11,796 shares; 2025Q3: 11,754 shares; 2025Q4: 12,024 shares 12,024$1.63M0.02%+270Timeline
AMTAMERICAN TOWER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,599 shares; 2024Q4: 8,782 shares; 2025Q1: 8,360 shares; 2025Q2: 9,161 shares; 2025Q3: 9,262 shares; 2025Q4: 9,281 shares 9,281$1.63M0.02%+19Timeline
MSMORGAN STANLEYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,768 shares; 2024Q4: 10,244 shares; 2025Q1: 9,153 shares; 2025Q2: 10,428 shares; 2025Q3: 9,114 shares; 2025Q4: 9,163 shares 9,163$1.63M0.02%+49Timeline
NEENEXTERA ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,182 shares; 2024Q4: 14,906 shares; 2025Q1: 13,040 shares; 2025Q2: 15,949 shares; 2025Q3: 19,047 shares; 2025Q4: 20,055 shares 20,055$1.61M0.02%+1,008Timeline
PDDPDD HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,046 shares; 2024Q4: 14,386 shares; 2025Q1: 12,546 shares; 2025Q2: 13,797 shares; 2025Q3: 13,639 shares; 2025Q4: 14,034 shares 14,034$1.59M0.02%+395Timeline
ANAUTONATION INCQuarterly shares; oldest to newest; scale 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: 7,560 shares 7,560$1.56M0.02%newTimeline
FTNTFORTINET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,105 shares; 2024Q4: 19,694 shares; 2025Q1: 17,077 shares; 2025Q2: 19,069 shares; 2025Q3: 19,002 shares; 2025Q4: 19,446 shares 19,446$1.54M0.02%+444Timeline
PULSPGIM ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,884 shares; 2024Q4: 24,366 shares; 2025Q1: 24,923 shares; 2025Q2: 31,299 shares; 2025Q3: 30,905 shares; 2025Q4: 30,584 shares 30,584$1.52M0.02%-321Timeline
MNSTMONSTER BEVERAGE CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,902 shares; 2024Q4: 15,425 shares; 2025Q1: 13,382 shares; 2025Q2: 19,017 shares; 2025Q3: 18,924 shares; 2025Q4: 19,367 shares 19,367$1.48M0.02%+443Timeline
UPSUNITED PARCEL SVCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,330 shares; 2024Q4: 7,182 shares; 2025Q1: 6,937 shares; 2025Q2: 8,398 shares; 2025Q3: 9,254 shares; 2025Q4: 14,852 shares 14,852$1.47M0.02%+5,598Timeline
ALNYALNYLAM PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 756 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 830 shares; 2025Q3: 854 shares; 2025Q4: 3,680 shares 3,680$1.46M0.02%+2,826Timeline
AXPAMERICAN EXPRESS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,581 shares; 2024Q4: 3,756 shares; 2025Q1: 3,288 shares; 2025Q2: 3,818 shares; 2025Q3: 3,929 shares; 2025Q4: 3,950 shares 3,950$1.46M0.02%+21Timeline
AXONAXON ENTERPRISE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 526 shares; 2025Q1: 467 shares; 2025Q2: 536 shares; 2025Q3: 548 shares; 2025Q4: 2,553 shares 2,553$1.45M0.02%+2,005Timeline
KHCKRAFT HEINZ COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,710 shares; 2024Q4: 31,108 shares; 2025Q1: 30,389 shares; 2025Q2: 34,620 shares; 2025Q3: 36,145 shares; 2025Q4: 59,443 shares 59,443$1.44M0.02%+23,298Timeline
FDXFEDEX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,365 shares; 2024Q4: 2,537 shares; 2025Q1: 1,277 shares; 2025Q2: 2,913 shares; 2025Q3: 3,152 shares; 2025Q4: 4,883 shares 4,883$1.41M0.02%+1,731Timeline
TJXTJX COS INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,271 shares; 2024Q4: 7,663 shares; 2025Q1: 6,671 shares; 2025Q2: 8,640 shares; 2025Q3: 8,701 shares; 2025Q4: 9,147 shares 9,147$1.41M0.02%+446Timeline
IDXXIDEXX LABS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,237 shares; 2024Q4: 2,304 shares; 2025Q1: 1,997 shares; 2025Q2: 2,035 shares; 2025Q3: 2,029 shares; 2025Q4: 2,076 shares 2,076$1.4M0.02%+47Timeline
GEVGE VERNOVA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,597 shares; 2024Q4: 1,678 shares; 2025Q1: 1,459 shares; 2025Q2: 1,952 shares; 2025Q3: 2,095 shares; 2025Q4: 2,105 shares 2,105$1.38M0.02%+10Timeline
EOGEOG RES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,383 shares; 2024Q4: 14,912 shares; 2025Q1: 5,842 shares; 2025Q2: 7,036 shares; 2025Q3: 4,069 shares; 2025Q4: 13,084 shares 13,084$1.37M0.02%+9,015Timeline
DISDISNEY WALT COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,798 shares; 2024Q4: 11,479 shares; 2025Q1: 10,414 shares; 2025Q2: 11,624 shares; 2025Q3: 12,002 shares; 2025Q4: 12,065 shares 12,065$1.37M0.02%+63Timeline
FFORD MTR COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,942 shares; 2024Q4: 54,077 shares; 2025Q1: 56,405 shares; 2025Q2: 62,097 shares; 2025Q3: 64,670 shares; 2025Q4: 104,605 shares 104,605$1.37M0.02%+39,935Timeline
FASTFASTENAL COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,062 shares; 2024Q4: 16,551 shares; 2025Q1: 14,350 shares; 2025Q2: 32,268 shares; 2025Q3: 32,236 shares; 2025Q4: 32,988 shares 32,988$1.32M0.02%+752Timeline
ROPROPER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,869 shares; 2024Q4: 2,940 shares; 2025Q1: 2,546 shares; 2025Q2: 2,880 shares; 2025Q3: 2,868 shares; 2025Q4: 2,931 shares 2,931$1.3M0.02%+63Timeline
XELXCEL ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,308 shares; 2024Q4: 16,809 shares; 2025Q1: 14,577 shares; 2025Q2: 16,949 shares; 2025Q3: 16,917 shares; 2025Q4: 17,542 shares 17,542$1.3M0.02%+625Timeline
OGNORGANON & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 190,276 shares; 2024Q4: 178,927 shares; 2025Q1: 178,927 shares; 2025Q2: 178,927 shares; 2025Q3: 178,927 shares; 2025Q4: 178,927 shares 178,927$1.28M0.02%0Timeline
EAELECTRONIC ARTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,227 shares; 2024Q4: 7,448 shares; 2025Q1: 6,453 shares; 2025Q2: 6,137 shares; 2025Q3: 6,125 shares; 2025Q4: 6,267 shares 6,267$1.28M0.02%+142Timeline
BKRBAKER HUGHES COMPANYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,189 shares; 2024Q4: 30,082 shares; 2025Q1: 26,085 shares; 2025Q2: 27,360 shares; 2025Q3: 27,304 shares; 2025Q4: 27,956 shares 27,956$1.27M0.02%+652Timeline
OKEONEOK INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,477 shares; 2024Q4: 5,671 shares; 2025Q1: 5,145 shares; 2025Q2: 5,920 shares; 2025Q3: 4,346 shares; 2025Q4: 17,268 shares 17,268$1.27M0.02%+12,922Timeline
WDAYWORKDAY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,390 shares; 2024Q4: 5,553 shares; 2025Q1: 4,815 shares; 2025Q2: 5,714 shares; 2025Q3: 5,698 shares; 2025Q4: 5,830 shares 5,830$1.25M0.02%+132Timeline
BLKBLACKROCK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 953 shares; 2025Q1: 832 shares; 2025Q2: 1,144 shares; 2025Q3: 1,162 shares; 2025Q4: 1,168 shares 1,168$1.25M0.02%+6Timeline
PRUPRUDENTIAL FINL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,329 shares; 2024Q4: 2,455 shares; 2025Q1: 2,127 shares; 2025Q2: 5,739 shares; 2025Q3: 6,299 shares; 2025Q4: 11,068 shares 11,068$1.25M0.02%+4,769Timeline
ACNACCENTURE PLC IRELANDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,351 shares; 2025Q1: 3,771 shares; 2025Q2: 4,435 shares; 2025Q3: 4,579 shares; 2025Q4: 4,652 shares 4,652$1.25M0.02%+73Timeline
UBERUBER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,854 shares; 2024Q4: 12,611 shares; 2025Q1: 11,146 shares; 2025Q2: 14,606 shares; 2025Q3: 15,086 shares; 2025Q4: 15,142 shares 15,142$1.24M0.02%+56Timeline
SOXXISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,638 shares; 2024Q4: 7,017 shares; 2025Q1: 4,076 shares; 2025Q2: 5,029 shares; 2025Q3: 4,494 shares; 2025Q4: 4,107 shares 4,107$1.24M0.02%-387Timeline
MUBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,214 shares; 2024Q4: 9,095 shares; 2025Q1: 9,095 shares; 2025Q2: 10,553 shares; 2025Q3: 10,519 shares; 2025Q4: 11,321 shares 11,321$1.21M0.02%+802Timeline
HYHGPROSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,068 shares; 2024Q4: 12,061 shares; 2025Q1: 12,659 shares; 2025Q2: 13,313 shares; 2025Q3: 17,241 shares; 2025Q4: 18,802 shares 18,802$1.21M0.02%+1,561Timeline
XLCSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,127 shares; 2024Q4: 13,358 shares; 2025Q1: 13,067 shares; 2025Q2: 12,239 shares; 2025Q3: 10,921 shares; 2025Q4: 10,210 shares 10,210$1.2M0.02%-711Timeline
NXPINXP SEMICONDUCTORS N VQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,790 shares; 2025Q1: 5,021 shares; 2025Q2: 5,440 shares; 2025Q3: 5,378 shares; 2025Q4: 5,533 shares 5,533$1.2M0.02%+155Timeline
FEFIRSTENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,962 shares; 2025Q4: 26,723 shares 26,723$1.2M0.02%+13,761Timeline
SPGIS&P GLOBAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,928 shares; 2024Q4: 2,027 shares; 2025Q1: 1,773 shares; 2025Q2: 2,199 shares; 2025Q3: 2,267 shares; 2025Q4: 2,279 shares 2,279$1.19M0.02%+12Timeline
BABOEING COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,396 shares; 2024Q4: 3,576 shares; 2025Q1: 3,099 shares; 2025Q2: 4,928 shares; 2025Q3: 5,090 shares; 2025Q4: 5,434 shares 5,434$1.18M0.02%+344Timeline
DELLDELL TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,694 shares; 2024Q4: 4,313 shares; 2025Q1: 4,498 shares; 2025Q2: 5,452 shares; 2025Q3: 5,605 shares; 2025Q4: 9,294 shares 9,294$1.17M0.02%+3,689Timeline
NOWSERVICENOW INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,202 shares; 2024Q4: 1,279 shares; 2025Q1: 1,110 shares; 2025Q2: 1,465 shares; 2025Q3: 1,513 shares; 2025Q4: 7,605 shares 7,605$1.17M0.02%+6,092Timeline
DHRDANAHER CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,277 shares; 2024Q4: 4,502 shares; 2025Q1: 3,912 shares; 2025Q2: 4,932 shares; 2025Q3: 5,023 shares; 2025Q4: 5,050 shares 5,050$1.16M0.01%+27Timeline
DDOGDATADOG INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,525 shares; 2024Q4: 6,727 shares; 2025Q1: 5,828 shares; 2025Q2: 8,295 shares; 2025Q3: 8,283 shares; 2025Q4: 8,473 shares 8,473$1.15M0.01%+190Timeline
EBAYEBAY INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,341 shares; 2024Q4: 15,920 shares; 2025Q1: 13,819 shares; 2025Q2: 12,872 shares; 2025Q3: 12,856 shares; 2025Q4: 13,152 shares 13,152$1.15M0.01%+296Timeline
DVNDEVON ENERGY CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,141 shares; 2024Q4: 27,043 shares; 2025Q1: 13,009 shares; 2025Q2: 14,768 shares; 2025Q3: 15,629 shares; 2025Q4: 31,156 shares 31,156$1.14M0.01%+15,527Timeline
EIXEDISON INTLQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,506 shares; 2024Q4: 6,060 shares; 2025Q1: 6,761 shares; 2025Q2: 8,385 shares; 2025Q3: 9,636 shares; 2025Q4: 18,847 shares 18,847$1.13M0.01%+9,211Timeline
SCHWCHARLES SCHWAB CORP (THE)Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,449 shares; 2024Q4: 9,081 shares; 2025Q1: 8,037 shares; 2025Q2: 10,849 shares; 2025Q3: 11,203 shares; 2025Q4: 11,239 shares 11,239$1.12M0.01%+36Timeline
LOWLOWES COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,659 shares; 2024Q4: 3,857 shares; 2025Q1: 3,520 shares; 2025Q2: 4,410 shares; 2025Q3: 4,548 shares; 2025Q4: 4,571 shares 4,571$1.1M0.01%+23Timeline
ESEVERSOURCE ENERGYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,830 shares; 2025Q2: 8,693 shares; 2025Q3: 9,024 shares; 2025Q4: 16,213 shares 16,213$1.09M0.01%+7,189Timeline
IYWISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,249 shares; 2024Q4: 11,215 shares; 2025Q1: 10,998 shares; 2025Q2: 5,349 shares; 2025Q3: 5,403 shares; 2025Q4: 5,442 shares 5,442$1.09M0.01%+39Timeline
TROWPRICE T ROWE GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,016 shares; 2025Q3: 5,382 shares; 2025Q4: 10,583 shares 10,583$1.08M0.01%+5,201Timeline
DOWDOW HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,717 shares; 2024Q4: 10,385 shares; 2025Q1: 12,367 shares; 2025Q2: 15,970 shares; 2025Q3: 19,325 shares; 2025Q4: 45,962 shares 45,962$1.07M0.01%+26,637Timeline
EXREXTRA SPACE STORAGE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,965 shares; 2024Q4: 8,028 shares; 2025Q1: 7,850 shares; 2025Q2: 8,162 shares; 2025Q3: 8,210 shares; 2025Q4: 8,216 shares 8,216$1.07M0.01%+6Timeline
GEHCGE HEALTHCARE TECHNOLOGIES IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,368 shares; 2024Q4: 10,681 shares; 2025Q1: 9,268 shares; 2025Q2: 12,753 shares; 2025Q3: 12,737 shares; 2025Q4: 13,033 shares 13,033$1.07M0.01%+296Timeline
PLDPROLOGIS INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,948 shares; 2024Q4: 6,294 shares; 2025Q1: 5,471 shares; 2025Q2: 6,213 shares; 2025Q3: 8,329 shares; 2025Q4: 8,363 shares 8,363$1.07M0.01%+34Timeline
BSXBOSTON SCIENTIFIC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,932 shares; 2024Q4: 9,431 shares; 2025Q1: 8,177 shares; 2025Q2: 10,753 shares; 2025Q3: 11,107 shares; 2025Q4: 11,166 shares 11,166$1.06M0.01%+59Timeline
XLUSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,264 shares; 2025Q3: 11,945 shares; 2025Q4: 24,828 shares 24,828$1.06M0.01%+12,883Timeline
UNPUNION PAC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,788 shares; 2024Q4: 3,990 shares; 2025Q1: 3,464 shares; 2025Q2: 4,405 shares; 2025Q3: 4,517 shares; 2025Q4: 4,541 shares 4,541$1.05M0.01%+24Timeline
CCICROWN CASTLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,340 shares; 2024Q4: 11,475 shares; 2025Q1: 11,116 shares; 2025Q2: 11,697 shares; 2025Q3: 11,793 shares; 2025Q4: 11,784 shares 11,784$1.05M0.01%-9Timeline
APHAMPHENOL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,076 shares; 2024Q4: 7,458 shares; 2025Q1: 6,464 shares; 2025Q2: 7,461 shares; 2025Q3: 7,707 shares; 2025Q4: 7,748 shares 7,748$1.05M0.01%+41Timeline
TGTTARGET CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,854 shares; 2024Q4: 3,084 shares; 2025Q1: 2,683 shares; 2025Q2: 6,591 shares; 2025Q3: 7,330 shares; 2025Q4: 10,661 shares 10,661$1.04M0.01%+3,331Timeline
COFCAPITAL ONE FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,355 shares; 2024Q4: 2,481 shares; 2025Q1: 2,149 shares; 2025Q2: 4,092 shares; 2025Q3: 4,224 shares; 2025Q4: 4,246 shares 4,246$1.03M0.01%+22Timeline
PAYXPAYCHEX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,681 shares; 2024Q4: 8,944 shares; 2025Q1: 7,755 shares; 2025Q2: 8,808 shares; 2025Q3: 8,796 shares; 2025Q4: 9,002 shares 9,002$1.01M0.01%+206Timeline
LMTLOCKHEED MARTIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,911 shares; 2024Q4: 3,492 shares; 2025Q1: 3,523 shares; 2025Q2: 1,944 shares; 2025Q3: 2,026 shares; 2025Q4: 2,077 shares 2,077$1M0.01%+51Timeline
PGRPROGRESSIVE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,593 shares; 2024Q4: 3,775 shares; 2025Q1: 3,274 shares; 2025Q2: 4,267 shares; 2025Q3: 4,387 shares; 2025Q4: 4,410 shares 4,410$1M0.01%+23Timeline
CBCHUBB LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,625 shares; 2025Q1: 2,917 shares; 2025Q2: 3,604 shares; 2025Q3: 3,060 shares; 2025Q4: 3,178 shares 3,178$992K0.01%+118Timeline
TEAMATLASSIAN CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,235 shares; 2024Q4: 4,369 shares; 2025Q1: 3,789 shares; 2025Q2: 5,992 shares; 2025Q3: 5,972 shares; 2025Q4: 6,083 shares 6,083$986K0.01%+111Timeline
MDTMEDTRONIC PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,181 shares; 2025Q1: 7,956 shares; 2025Q2: 9,766 shares; 2025Q3: 10,090 shares; 2025Q4: 10,144 shares 10,144$974K0.01%+54Timeline
CPRTCOPART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,732 shares; 2024Q4: 23,580 shares; 2025Q1: 20,390 shares; 2025Q2: 23,910 shares; 2025Q3: 24,163 shares; 2025Q4: 24,718 shares 24,718$968K0.01%+555Timeline
HASHASBRO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,222 shares; 2025Q3: not reported; 2025Q4: 11,758 shares 11,758$964K0.01%newTimeline
COPCONOCOPHILLIPSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,048 shares; 2024Q4: 9,396 shares; 2025Q1: 8,836 shares; 2025Q2: 14,076 shares; 2025Q3: 14,276 shares; 2025Q4: 10,129 shares 10,129$948K0.01%-4,147Timeline
LKQLKQ CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,813 shares; 2025Q2: not reported; 2025Q3: 10,246 shares; 2025Q4: 31,288 shares 31,288$945K0.01%+21,042Timeline
ETNEATON CORP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,336 shares; 2024Q4: 2,525 shares; 2025Q1: 2,393 shares; 2025Q2: 2,857 shares; 2025Q3: 2,947 shares; 2025Q4: 2,962 shares 2,962$943K0.01%+15Timeline
RFREGIONS FINANCIAL CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,524 shares; 2024Q4: 19,404 shares; 2025Q1: 20,377 shares; 2025Q2: 23,175 shares; 2025Q3: 23,739 shares; 2025Q4: 34,782 shares 34,782$943K0.01%+11,043Timeline
MCHPMICROCHIP TECHNOLOGY INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,938 shares; 2024Q4: 15,393 shares; 2025Q1: 13,348 shares; 2025Q2: 14,447 shares; 2025Q3: 14,435 shares; 2025Q4: 14,769 shares 14,769$941K0.01%+334Timeline
EMNEASTMAN CHEM COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,779 shares; 2025Q4: 14,660 shares 14,660$936K0.01%+9,881Timeline
TAPMOLSON COORS BEVERAGE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,180 shares; 2025Q1: not reported; 2025Q2: 6,262 shares; 2025Q3: 7,712 shares; 2025Q4: 19,954 shares 19,954$931K0.01%+12,242Timeline
CAGCONAGRA BRANDS INCQuarterly shares; oldest to newest; scale 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: 53,414 shares 53,414$925K0.01%newTimeline
SWSMURFIT WESTROCK PLCQuarterly shares; oldest to newest; scale 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: 23,883 shares 23,883$924K0.01%newTimeline
KDPKEURIG DR PEPPER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,206 shares; 2024Q4: 25,993 shares; 2025Q1: 22,540 shares; 2025Q2: 105,742 shares; 2025Q3: 32,102 shares; 2025Q4: 32,849 shares 32,849$920K0.01%+747Timeline
ANETARISTA NETWORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,104 shares; 2025Q1: 5,381 shares; 2025Q2: 6,350 shares; 2025Q3: 6,836 shares; 2025Q4: 6,871 shares 6,871$900K0.01%+35Timeline
LYBLYONDELLBASELL INDUSTRIES NVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,369 shares; 2024Q4: 3,153 shares; 2025Q1: 4,460 shares; 2025Q2: 5,862 shares; 2025Q3: 6,574 shares; 2025Q4: 20,712 shares 20,712$897K0.01%+14,138Timeline
CSGPCOSTAR GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,854 shares; 2024Q4: 11,216 shares; 2025Q1: 9,727 shares; 2025Q2: 12,524 shares; 2025Q3: 12,472 shares; 2025Q4: 12,762 shares 12,762$858K0.01%+290Timeline
DEDEERE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,631 shares; 2024Q4: 1,705 shares; 2025Q1: 1,497 shares; 2025Q2: 1,776 shares; 2025Q3: 1,830 shares; 2025Q4: 1,839 shares 1,839$856K0.01%+9Timeline
BBYBEST BUY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,515 shares; 2024Q4: 3,907 shares; 2025Q1: 4,264 shares; 2025Q2: 5,435 shares; 2025Q3: 5,945 shares; 2025Q4: 12,791 shares 12,791$856K0.01%+6,846Timeline
HOODROBINHOOD MKTS INCQuarterly shares; oldest to newest; scale 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: 7,542 shares 7,542$853K0.01%newTimeline
VRSKVERISK ANALYTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,151 shares; 2024Q4: 4,262 shares; 2025Q1: 3,708 shares; 2025Q2: 3,791 shares; 2025Q3: 3,682 shares; 2025Q4: 3,766 shares 3,766$842K0.01%+84Timeline
FANGDIAMONDBACK ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,838 shares; 2024Q4: 6,479 shares; 2025Q1: 6,137 shares; 2025Q2: 7,734 shares; 2025Q3: 7,987 shares; 2025Q4: 5,429 shares 5,429$816K0.01%-2,558Timeline
SYKSTRYKER CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,093 shares; 2024Q4: 2,201 shares; 2025Q1: 1,916 shares; 2025Q2: 2,302 shares; 2025Q3: 2,310 shares; 2025Q4: 2,322 shares 2,322$816K0.01%+12Timeline
WELLWELLTOWER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,197 shares; 2024Q4: 3,368 shares; 2025Q1: 2,984 shares; 2025Q2: 4,114 shares; 2025Q3: 4,247 shares; 2025Q4: 4,269 shares 4,269$792K0.01%+22Timeline
BXBLACKSTONE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,372 shares; 2024Q4: 4,637 shares; 2025Q1: 4,011 shares; 2025Q2: 4,918 shares; 2025Q3: 5,070 shares; 2025Q4: 5,097 shares 5,097$786K0.01%+27Timeline
DUKDUKE ENERGY CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,106 shares; 2024Q4: 5,257 shares; 2025Q1: 4,725 shares; 2025Q2: 5,315 shares; 2025Q3: 6,577 shares; 2025Q4: 6,604 shares 6,604$774K0.01%+27Timeline
PHPARKER-HANNIFIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 800 shares; 2024Q4: 833 shares; 2025Q1: 756 shares; 2025Q2: 852 shares; 2025Q3: 876 shares; 2025Q4: 880 shares 880$774K0.01%+4Timeline
MCKMCKESSON CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 849 shares; 2024Q4: 888 shares; 2025Q1: 770 shares; 2025Q2: 858 shares; 2025Q3: 939 shares; 2025Q4: 943 shares 943$774K0.01%+4Timeline
ODFLOLD DOMINION FREIGHT LINE INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,338 shares; 2024Q4: 5,483 shares; 2025Q1: 4,752 shares; 2025Q2: 4,808 shares; 2025Q3: 4,787 shares; 2025Q4: 4,898 shares 4,898$768K0.01%+111Timeline
NEMNEWMONT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,361 shares; 2024Q4: 5,653 shares; 2025Q1: 4,900 shares; 2025Q2: 7,316 shares; 2025Q3: 7,556 shares; 2025Q4: 7,596 shares 7,596$758K0.01%+40Timeline
SWKSTANLEY BLACK & DECKER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,812 shares; 2025Q2: 5,292 shares; 2025Q3: 5,593 shares; 2025Q4: 10,174 shares 10,174$756K0.01%+4,581Timeline
SOSOUTHERN COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,130 shares; 2024Q4: 7,470 shares; 2025Q1: 6,759 shares; 2025Q2: 8,725 shares; 2025Q3: 8,561 shares; 2025Q4: 8,605 shares 8,605$750K0.01%+44Timeline
CMECME GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,091 shares; 2024Q4: 2,244 shares; 2025Q1: 1,949 shares; 2025Q2: 2,638 shares; 2025Q3: 2,722 shares; 2025Q4: 2,736 shares 2,736$747K0.01%+14Timeline
MRSHMARSH & MCLENNAN COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,952 shares; 2024Q4: 3,100 shares; 2025Q1: 2,755 shares; 2025Q2: 3,689 shares; 2025Q3: 3,793 shares; 2025Q4: 3,989 shares 3,989$740K0.01%+196Timeline
HYMBSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,959 shares; 2024Q4: 23,650 shares; 2025Q1: 23,650 shares; 2025Q2: 26,775 shares; 2025Q3: 26,689 shares; 2025Q4: 29,043 shares 29,043$724K0.01%+2,354Timeline
TTTRANE TECHNOLOGIES PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,427 shares; 2025Q1: 1,236 shares; 2025Q2: 1,272 shares; 2025Q3: 1,302 shares; 2025Q4: 1,734 shares 1,734$675K0.01%+432Timeline
WMWASTE MGMT INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,231 shares; 2024Q4: 3,598 shares; 2025Q1: 3,294 shares; 2025Q2: 3,587 shares; 2025Q3: 2,941 shares; 2025Q4: 2,955 shares 2,955$649K0.01%+14Timeline
HCAHCA HEALTHCARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,494 shares; 2024Q4: 1,566 shares; 2025Q1: 1,516 shares; 2025Q2: 1,330 shares; 2025Q3: 1,366 shares; 2025Q4: 1,372 shares 1,372$641K0.01%+6Timeline
CVSCVS HEALTH CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,193 shares; 2024Q4: 13,846 shares; 2025Q1: 14,334 shares; 2025Q2: 14,742 shares; 2025Q3: 8,003 shares; 2025Q4: 7,950 shares 7,950$631K0.01%-53Timeline
NOCNORTHROP GRUMMAN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 913 shares; 2024Q4: 958 shares; 2025Q1: 829 shares; 2025Q2: 973 shares; 2025Q3: 1,003 shares; 2025Q4: 1,097 shares 1,097$626K0.01%+94Timeline
DXCMDEXCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,604 shares; 2024Q4: 10,921 shares; 2025Q1: 9,468 shares; 2025Q2: 8,934 shares; 2025Q3: 8,922 shares; 2025Q4: 9,128 shares 9,128$606K0.01%+206Timeline
CRHCRH PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,318 shares; 2025Q1: 3,743 shares; 2025Q2: not reported; 2025Q3: 4,741 shares; 2025Q4: 4,766 shares 4,766$595K0.01%+25Timeline
BNYBANK OF NY MELLON CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,684 shares; 2024Q4: 4,936 shares; 2025Q1: 4,278 shares; 2025Q2: 4,541 shares; 2025Q3: 4,691 shares; 2025Q4: 5,054 shares 5,054$587K0.01%+363Timeline
GDGENERAL DYNAMICS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,372 shares; 2024Q4: 1,444 shares; 2025Q1: 1,250 shares; 2025Q2: 1,420 shares; 2025Q3: 1,712 shares; 2025Q4: 1,719 shares 1,719$579K0.01%+7Timeline
ICEINTERCONTINENTAL EXCHANGE INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,331 shares; 2024Q4: 3,511 shares; 2025Q1: 3,042 shares; 2025Q2: 3,401 shares; 2025Q3: 3,509 shares; 2025Q4: 3,527 shares 3,527$571K0.01%+18Timeline
KKRKKR & CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,868 shares; 2024Q4: 4,075 shares; 2025Q1: 3,554 shares; 2025Q2: 4,310 shares; 2025Q3: 4,448 shares; 2025Q4: 4,471 shares 4,471$570K0.01%+23Timeline
CITHE CIGNA GROUPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,918 shares; 2024Q4: 2,007 shares; 2025Q1: 1,742 shares; 2025Q2: 1,826 shares; 2025Q3: 2,060 shares; 2025Q4: 2,070 shares 2,070$570K0.01%+10Timeline
MSTRSTRATEGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,171 shares; 2025Q2: not reported; 2025Q3: 3,584 shares; 2025Q4: 3,684 shares 3,684$560K0.01%+100Timeline
PNCPNC FINL SVCS GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,535 shares; 2024Q4: 2,670 shares; 2025Q1: 2,312 shares; 2025Q2: 2,582 shares; 2025Q3: 2,666 shares; 2025Q4: 2,680 shares 2,680$559K0.01%+14Timeline
USBUS BANCORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,980 shares; 2024Q4: 15,528 shares; 2025Q1: 15,419 shares; 2025Q2: 9,243 shares; 2025Q3: 9,543 shares; 2025Q4: 10,457 shares 10,457$558K0.01%+914Timeline
MMM3M COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,528 shares; 2024Q4: 3,448 shares; 2025Q1: 3,025 shares; 2025Q2: 3,391 shares; 2025Q3: 3,500 shares; 2025Q4: 3,481 shares 3,481$557K0.01%-19Timeline
APDAIR PRODUCTS AND CHEMICALS IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,243 shares; 2024Q4: 1,315 shares; 2025Q1: 1,130 shares; 2025Q2: 1,444 shares; 2025Q3: 2,242 shares; 2025Q4: 2,250 shares 2,250$556K0.01%+8Timeline
EQIXEQUINIX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 555 shares; 2024Q4: 582 shares; 2025Q1: 505 shares; 2025Q2: 649 shares; 2025Q3: 664 shares; 2025Q4: 721 shares 721$552K0.01%+57Timeline
CHTRCHARTER COMMUNICATIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,784 shares; 2024Q4: 2,863 shares; 2025Q1: 2,480 shares; 2025Q2: 2,565 shares; 2025Q3: 2,561 shares; 2025Q4: 2,619 shares 2,619$547K0.01%+58Timeline
JVALJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,763 shares; 2025Q2: 10,763 shares; 2025Q3: 10,763 shares; 2025Q4: 10,763 shares 10,763$528K0.01%0Timeline
MCOMOODYS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 958 shares; 2024Q4: 1,003 shares; 2025Q1: 867 shares; 2025Q2: 997 shares; 2025Q3: 1,027 shares; 2025Q4: 1,032 shares 1,032$527K0.01%+5Timeline
WMBWILLIAMS COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,321 shares; 2024Q4: 12,652 shares; 2025Q1: 11,548 shares; 2025Q2: 12,715 shares; 2025Q3: 8,556 shares; 2025Q4: 8,602 shares 8,602$517K0.01%+46Timeline
HWMHOWMET AEROSPACE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,476 shares; 2024Q4: 2,611 shares; 2025Q1: 2,264 shares; 2025Q2: 2,191 shares; 2025Q3: 2,499 shares; 2025Q4: 2,511 shares 2,511$515K0.01%+12Timeline
TDGTRANSDIGM GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 267 shares; 2024Q4: 276 shares; 2025Q1: 238 shares; 2025Q2: 372 shares; 2025Q3: 384 shares; 2025Q4: 386 shares 386$513K0.01%+2Timeline
VOTVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale 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: 1,828 shares 1,828$510K0.01%newTimeline
CORCENCORA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,065 shares; 2024Q4: 1,400 shares; 2025Q1: 1,251 shares; 2025Q2: 1,462 shares; 2025Q3: 1,499 shares; 2025Q4: 1,505 shares 1,505$508K0.01%+6Timeline
SHWSHERWIN WILLIAMS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,427 shares; 2024Q4: 1,489 shares; 2025Q1: 1,311 shares; 2025Q2: 1,494 shares; 2025Q3: 1,535 shares; 2025Q4: 1,543 shares 1,543$500K0.01%+8Timeline
ITWILLINOIS TOOL WKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,850 shares; 2024Q4: 1,949 shares; 2025Q1: 1,689 shares; 2025Q2: 1,941 shares; 2025Q3: 2,001 shares; 2025Q4: 2,011 shares 2,011$495K0.01%+10Timeline
NSCNORFOLK SOUTHN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,391 shares; 2024Q4: 1,463 shares; 2025Q1: 1,389 shares; 2025Q2: 1,655 shares; 2025Q3: 1,703 shares; 2025Q4: 1,711 shares 1,711$494K0.01%+8Timeline
OMCOMNICOM GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,594 shares; 2025Q3: 6,433 shares; 2025Q4: 6,066 shares 6,066$490K0.01%-367Timeline
SPMOINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,091 shares 4,091$488K0.01%newTimeline
NKENIKE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,758 shares; 2024Q4: 8,263 shares; 2025Q1: 7,157 shares; 2025Q2: 7,340 shares; 2025Q3: 7,580 shares; 2025Q4: 7,620 shares 7,620$485K0.01%+40Timeline
FCXFREEPORT MCMORAN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,095 shares; 2024Q4: 9,594 shares; 2025Q1: 8,317 shares; 2025Q2: 9,195 shares; 2025Q3: 9,501 shares; 2025Q4: 9,552 shares 9,552$485K0.01%+51Timeline
EMREMERSON ELEC COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,518 shares; 2024Q4: 3,707 shares; 2025Q1: 3,211 shares; 2025Q2: 3,454 shares; 2025Q3: 3,568 shares; 2025Q4: 3,587 shares 3,587$476K0.01%+19Timeline
AJGGALLAGHER ARTHUR J & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,387 shares; 2024Q4: 2,193 shares; 2025Q1: 1,487 shares; 2025Q2: 1,783 shares; 2025Q3: 1,816 shares; 2025Q4: 1,824 shares 1,824$472K0.01%+8Timeline
JCIJOHNSON CONTROLS INTERNATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,413 shares; 2025Q1: 3,823 shares; 2025Q2: 3,765 shares; 2025Q3: 3,885 shares; 2025Q4: 3,905 shares 3,905$468K0.01%+20Timeline
CLCOLGATE PALMOLIVE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,319 shares; 2024Q4: 5,569 shares; 2025Q1: 4,826 shares; 2025Q2: 5,707 shares; 2025Q3: 5,857 shares; 2025Q4: 5,888 shares 5,888$465K0.01%+31Timeline
MSIMOTOROLA SOLUTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 993 shares; 2024Q4: 1,054 shares; 2025Q1: 931 shares; 2025Q2: 1,167 shares; 2025Q3: 1,198 shares; 2025Q4: 1,204 shares 1,204$462K0.01%+6Timeline
TTDTHE TRADE DESK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,115 shares; 2024Q4: 15,579 shares; 2025Q1: 13,505 shares; 2025Q2: 11,889 shares; 2025Q3: 11,875 shares; 2025Q4: 12,150 shares 12,150$461K0.01%+275Timeline
BDXBECTON DICKINSON & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,951 shares; 2024Q4: 2,054 shares; 2025Q1: 1,781 shares; 2025Q2: 2,290 shares; 2025Q3: 2,362 shares; 2025Q4: 2,374 shares 2,374$461K0.01%+12Timeline
RCLROYAL CARIBBEAN GROUPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,275 shares; 2024Q4: 1,338 shares; 2025Q1: 1,157 shares; 2025Q2: 1,478 shares; 2025Q3: 1,526 shares; 2025Q4: 1,635 shares 1,635$456K0.01%+109Timeline
WBDWARNER BROS DISCOVERY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,359 shares; 2024Q4: 17,034 shares; 2025Q1: 14,864 shares; 2025Q2: 15,085 shares; 2025Q3: 15,559 shares; 2025Q4: 15,638 shares 15,638$451K0.01%+79Timeline
SNOWSNOWFLAKE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,800 shares; 2025Q1: 1,560 shares; 2025Q2: 1,971 shares; 2025Q3: 2,031 shares; 2025Q4: 2,041 shares 2,041$448K0.01%+10Timeline
TFCTRUIST FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,361 shares; 2024Q4: 8,815 shares; 2025Q1: 7,640 shares; 2025Q2: 8,724 shares; 2025Q3: 9,012 shares; 2025Q4: 9,060 shares 9,060$446K0.01%+48Timeline
AONAON PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,246 shares; 2025Q1: 1,079 shares; 2025Q2: 1,214 shares; 2025Q3: 1,228 shares; 2025Q4: 1,256 shares 1,256$443K0.01%+28Timeline
CMICUMMINS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 840 shares; 2024Q4: 885 shares; 2025Q1: 768 shares; 2025Q2: 839 shares; 2025Q3: 863 shares; 2025Q4: 867 shares 867$443K0.01%+4Timeline
LHXL3HARRIS TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,171 shares; 2024Q4: 1,234 shares; 2025Q1: 1,101 shares; 2025Q2: 1,210 shares; 2025Q3: 1,496 shares; 2025Q4: 1,502 shares 1,502$441K0.01%+6Timeline
GLWCORNING INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,493 shares; 2024Q4: 4,736 shares; 2025Q1: not reported; 2025Q2: 4,750 shares; 2025Q3: 4,906 shares; 2025Q4: 4,932 shares 4,932$432K0.01%+26Timeline
TRVTRAVELERS COMPANIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,429 shares; 2024Q4: 1,501 shares; 2025Q1: 1,329 shares; 2025Q2: 1,423 shares; 2025Q3: 1,465 shares; 2025Q4: 1,472 shares 1,472$427K0.01%+7Timeline
NETCLOUDFLARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,055 shares; 2025Q1: 1,782 shares; 2025Q2: 2,076 shares; 2025Q3: 2,142 shares; 2025Q4: 2,153 shares 2,153$424K0.01%+11Timeline
HLTHILTON WORLDWIDE HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,513 shares; 2024Q4: 1,594 shares; 2025Q1: 1,382 shares; 2025Q2: 1,411 shares; 2025Q3: 1,453 shares; 2025Q4: 1,460 shares 1,460$419K0.01%+7Timeline
ECLECOLAB INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,541 shares; 2024Q4: 1,630 shares; 2025Q1: 1,409 shares; 2025Q2: 1,522 shares; 2025Q3: 1,570 shares; 2025Q4: 1,578 shares 1,578$414K0.01%+8Timeline
MRPMILLROSE PPTYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,302 shares; 2025Q2: 14,179 shares; 2025Q3: 14,091 shares; 2025Q4: 13,688 shares 13,688$409K0.01%-403Timeline
DLRDIGITAL RLTY TR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,936 shares; 2024Q4: 2,035 shares; 2025Q1: 1,768 shares; 2025Q2: 2,089 shares; 2025Q3: 2,655 shares; 2025Q4: 2,635 shares 2,635$408K0.01%-20Timeline
AIGAMERICAN INTL GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,322 shares; 2024Q4: 4,559 shares; 2025Q1: 4,330 shares; 2025Q2: 4,579 shares; 2025Q3: 4,717 shares; 2025Q4: 4,740 shares 4,740$406K0.01%+23Timeline
SPGSIMON PPTY GROUP INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,109 shares; 2024Q4: 2,217 shares; 2025Q1: 1,922 shares; 2025Q2: 2,109 shares; 2025Q3: 2,175 shares; 2025Q4: 2,186 shares 2,186$405K0.01%+11Timeline
CCEPCOCA-COLA EUROPACIFIC PARTNEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,425 shares; 2025Q1: 3,838 shares; 2025Q2: 4,376 shares; 2025Q3: 4,326 shares; 2025Q4: 4,451 shares 4,451$404K0.01%+125Timeline
ZTSZOETIS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,886 shares; 2024Q4: 3,163 shares; 2025Q1: 2,780 shares; 2025Q2: 3,103 shares; 2025Q3: 3,153 shares; 2025Q4: 3,169 shares 3,169$399K0.01%+16Timeline
MAGSLISTED FDS TRQuarterly shares; oldest to newest; scale 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: 5,848 shares 5,848$386K<0.01%newTimeline
APOAPOLLO GLOBAL MGMT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,513 shares; 2024Q4: 2,723 shares; 2025Q1: 2,349 shares; 2025Q2: 2,606 shares; 2025Q3: 2,650 shares; 2025Q4: 2,664 shares 2,664$386K<0.01%+14Timeline
CTVACORTEVA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,884 shares; 2024Q4: 5,149 shares; 2025Q1: 4,464 shares; 2025Q2: 3,903 shares; 2025Q3: 5,529 shares; 2025Q4: 5,550 shares 5,550$372K<0.01%+21Timeline
PSXPHILLIPS 66Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,699 shares; 2024Q4: 2,843 shares; 2025Q1: 2,462 shares; 2025Q2: 2,761 shares; 2025Q3: 2,851 shares; 2025Q4: 2,866 shares 2,866$370K<0.01%+15Timeline
OREALTY INCOME CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,227 shares; 2024Q4: 4,456 shares; 2025Q1: 3,964 shares; 2025Q2: 6,127 shares; 2025Q3: 6,331 shares; 2025Q4: 6,541 shares 6,541$369K<0.01%+210Timeline
AFLAFLAC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,638 shares; 2024Q4: 5,800 shares; 2025Q1: 5,327 shares; 2025Q2: 5,493 shares; 2025Q3: 3,313 shares; 2025Q4: 3,330 shares 3,330$367K<0.01%+17Timeline
SRESEMPRAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,931 shares; 2024Q4: 4,130 shares; 2025Q1: 3,581 shares; 2025Q2: 3,980 shares; 2025Q3: 4,112 shares; 2025Q4: 4,134 shares 4,134$365K<0.01%+22Timeline
ALLALLSTATE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,626 shares; 2024Q4: 1,711 shares; 2025Q1: 1,510 shares; 2025Q2: 1,685 shares; 2025Q3: 1,739 shares; 2025Q4: 1,748 shares 1,748$364K<0.01%+9Timeline
KMIKINDER MORGAN INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,037 shares; 2024Q4: 13,752 shares; 2025Q1: 11,919 shares; 2025Q2: 12,678 shares; 2025Q3: 13,098 shares; 2025Q4: 13,168 shares 13,168$362K<0.01%+70Timeline
EWEDWARDS LIFESCIENCES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,798 shares; 2024Q4: 4,005 shares; 2025Q1: 3,472 shares; 2025Q2: 4,004 shares; 2025Q3: 4,136 shares; 2025Q4: 4,158 shares 4,158$354K<0.01%+22Timeline
SLBSLB LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,599 shares; 2024Q4: 9,177 shares; 2025Q1: 7,971 shares; 2025Q2: 8,877 shares; 2025Q3: 9,165 shares; 2025Q4: 9,213 shares 9,213$354K<0.01%+48Timeline
CMGCHIPOTLE MEXICAN GRILL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,134 shares; 2024Q4: 7,743 shares; 2025Q1: 6,736 shares; 2025Q2: 8,568 shares; 2025Q3: 10,944 shares; 2025Q4: 9,520 shares 9,520$352K<0.01%-1,424Timeline
MAAMID-AMER APT CMNTYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,533 shares; 2025Q4: 2,518 shares 2,518$350K<0.01%-15Timeline
CBRECBRE GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,290 shares; 2024Q4: 2,398 shares; 2025Q1: 2,105 shares; 2025Q2: 2,261 shares; 2025Q3: 2,114 shares; 2025Q4: 2,125 shares 2,125$342K<0.01%+11Timeline
DDOMINION ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,915 shares; 2024Q4: 6,922 shares; 2025Q1: 4,946 shares; 2025Q2: 5,479 shares; 2025Q3: 5,659 shares; 2025Q4: 5,689 shares 5,689$333K<0.01%+30Timeline
TRGPTARGA RES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,465 shares; 2024Q4: 1,503 shares; 2025Q1: 1,300 shares; 2025Q2: 1,609 shares; 2025Q3: 1,780 shares; 2025Q4: 1,788 shares 1,788$330K<0.01%+8Timeline
AMEAMETEK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,429 shares; 2024Q4: 1,501 shares; 2025Q1: 1,301 shares; 2025Q2: 1,517 shares; 2025Q3: 1,565 shares; 2025Q4: 1,573 shares 1,573$323K<0.01%+8Timeline
URIUNITED RENTALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 394 shares; 2024Q4: 412 shares; 2025Q1: 356 shares; 2025Q2: 383 shares; 2025Q3: 395 shares; 2025Q4: 397 shares 397$321K<0.01%+2Timeline
AMPAMERIPRISE FINL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 638 shares; 2024Q4: 660 shares; 2025Q1: 571 shares; 2025Q2: 633 shares; 2025Q3: 644 shares; 2025Q4: 647 shares 647$317K<0.01%+3Timeline
XMMOINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,254 shares 2,254$312K<0.01%newTimeline
TTWOTAKE-TWO INTERACTIVE SOFTWARQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 974 shares; 2025Q2: 1,176 shares; 2025Q3: 1,212 shares; 2025Q4: 1,218 shares 1,218$312K<0.01%+6Timeline
GWWWW GRAINGER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 224 shares; 2024Q4: 250 shares; 2025Q1: 218 shares; 2025Q2: 301 shares; 2025Q3: 307 shares; 2025Q4: 308 shares 308$311K<0.01%+1Timeline
CAHCARDINAL HEALTH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,454 shares; 2025Q3: 1,502 shares; 2025Q4: 1,510 shares 1,510$310K<0.01%+8Timeline
FISVFISERV INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,765 shares; 2024Q4: 4,025 shares; 2025Q1: 3,483 shares; 2025Q2: 4,248 shares; 2025Q3: 4,564 shares; 2025Q4: 4,587 shares 4,587$308K<0.01%+23Timeline
STXSEAGATE TECHNOLOGY HLDNGS PLQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,418 shares; 2025Q2: 4,015 shares; 2025Q3: 914 shares; 2025Q4: 1,096 shares 1,096$302K<0.01%+182Timeline
RSGREPUBLIC SVCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,162 shares; 2024Q4: 1,231 shares; 2025Q1: 1,068 shares; 2025Q2: 1,370 shares; 2025Q3: 1,412 shares; 2025Q4: 1,419 shares 1,419$301K<0.01%+7Timeline
VRTVERTIV HOLDINGS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,913 shares; 2024Q4: 3,066 shares; 2025Q1: not reported; 2025Q2: 1,783 shares; 2025Q3: 1,837 shares; 2025Q4: 1,846 shares 1,846$299K<0.01%+9Timeline
COINCOINBASE GLOBAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,304 shares; 2024Q4: 1,371 shares; 2025Q1: 1,190 shares; 2025Q2: 1,248 shares; 2025Q3: 1,284 shares; 2025Q4: 1,320 shares 1,320$299K<0.01%+36Timeline
NDAQNASDAQ INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,685 shares; 2025Q1: not reported; 2025Q2: 2,981 shares; 2025Q3: 3,037 shares; 2025Q4: 3,052 shares 3,052$296K<0.01%+15Timeline
RBLXROBLOX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,045 shares; 2025Q3: 3,611 shares; 2025Q4: 3,627 shares 3,627$294K<0.01%+16Timeline
LNGCHENIERE ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,411 shares; 2024Q4: 1,483 shares; 2025Q1: 1,282 shares; 2025Q2: 1,440 shares; 2025Q3: 1,488 shares; 2025Q4: 1,496 shares 1,496$291K<0.01%+8Timeline
XYZBLOCK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,557 shares; 2024Q4: 3,746 shares; 2025Q1: not reported; 2025Q2: 4,301 shares; 2025Q3: 4,439 shares; 2025Q4: 4,462 shares 4,462$290K<0.01%+23Timeline
IWSISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,027 shares 2,027$286K<0.01%newTimeline
HIGHARTFORD INSURANCE GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,056 shares; 2024Q4: 2,164 shares; 2025Q1: 1,968 shares; 2025Q2: 1,768 shares; 2025Q3: 2,027 shares; 2025Q4: 2,036 shares 2,036$281K<0.01%+9Timeline
YUMYUM BRANDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,703 shares; 2024Q4: 1,841 shares; 2025Q1: 1,602 shares; 2025Q2: 1,791 shares; 2025Q3: 1,845 shares; 2025Q4: 1,854 shares 1,854$280K<0.01%+9Timeline
AAGILENT TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,001 shares; 2024Q4: 2,123 shares; 2025Q1: 1,828 shares; 2025Q2: 1,970 shares; 2025Q3: 2,030 shares; 2025Q4: 2,040 shares 2,040$278K<0.01%+10Timeline
VOEVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale 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: 1,554 shares 1,554$276K<0.01%newTimeline
CARRCARRIER GLOBAL CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,347 shares; 2024Q4: 5,635 shares; 2025Q1: 5,033 shares; 2025Q2: 4,988 shares; 2025Q3: 5,144 shares; 2025Q4: 5,170 shares 5,170$273K<0.01%+26Timeline
MSCIMSCI INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 469 shares; 2024Q4: 484 shares; 2025Q1: 417 shares; 2025Q2: 464 shares; 2025Q3: 473 shares; 2025Q4: 475 shares 475$273K<0.01%+2Timeline
PSAPUBLIC STORAGEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 991 shares; 2024Q4: 1,045 shares; 2025Q1: 906 shares; 2025Q2: 1,000 shares; 2025Q3: 1,030 shares; 2025Q4: 1,035 shares 1,035$269K<0.01%+5Timeline
WECWEC ENERGY GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,992 shares; 2025Q3: 2,058 shares; 2025Q4: 2,490 shares 2,490$263K<0.01%+432Timeline
VGTVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 348 shares; 2025Q3: 348 shares; 2025Q4: 348 shares 348$262K<0.01%0Timeline
MLMMARTIN MARIETTA MATLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 405 shares; 2024Q4: 431 shares; 2025Q1: not reported; 2025Q2: 411 shares; 2025Q3: 419 shares; 2025Q4: 421 shares 421$262K<0.01%+2Timeline
IQVIQVIA HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,093 shares; 2024Q4: 1,147 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,152 shares; 2025Q4: 1,158 shares 1,158$261K<0.01%+6Timeline
DHID R HORTON INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,697 shares; 2024Q4: 7,467 shares; 2025Q1: 2,103 shares; 2025Q2: 1,757 shares; 2025Q3: 1,796 shares; 2025Q4: 1,805 shares 1,805$260K<0.01%+9Timeline
EXPEEXPEDIA GROUP INCQuarterly shares; oldest to newest; scale 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: 904 shares 904$256K<0.01%newTimeline
PCGPG&E CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,013 shares; 2024Q4: 59,799 shares; 2025Q1: 64,278 shares; 2025Q2: 15,011 shares; 2025Q3: 15,509 shares; 2025Q4: 15,592 shares 15,592$251K<0.01%+83Timeline
EDCONSOLIDATED EDISON INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,039 shares; 2024Q4: not reported; 2025Q1: 1,860 shares; 2025Q2: 2,393 shares; 2025Q3: 2,471 shares; 2025Q4: 2,484 shares 2,484$247K<0.01%+13Timeline
STTSTATE STR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,894 shares; 2025Q4: 1,904 shares 1,904$246K<0.01%+10Timeline
MPWRMONOLITHIC PWR SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 287 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 269 shares; 2025Q4: 270 shares 270$245K<0.01%+1Timeline
WTWWILLIS TOWERS WATSON PLC LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 646 shares; 2025Q1: not reported; 2025Q2: 686 shares; 2025Q3: 704 shares; 2025Q4: 744 shares 744$244K<0.01%+40Timeline
IWBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 675 shares; 2025Q4: 652 shares 652$243K<0.01%-23Timeline
DIASTATE STR SPDR DOW JONES INDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,421 shares; 2024Q4: 1,510 shares; 2025Q1: 1,515 shares; 2025Q2: not reported; 2025Q3: 442 shares; 2025Q4: 504 shares 504$242K<0.01%+62Timeline
SCHBSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale 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: 9,231 shares 9,231$242K<0.01%newTimeline
OTISOTIS WORLDWIDE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,602 shares; 2024Q4: 2,741 shares; 2025Q1: 2,377 shares; 2025Q2: 2,662 shares; 2025Q3: 2,746 shares; 2025Q4: 2,760 shares 2,760$241K<0.01%+14Timeline
VOXVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,238 shares; 2025Q3: 1,238 shares; 2025Q4: 1,238 shares 1,238$240K<0.01%0Timeline
SOLSSOLSTICE ADVANCED MATLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,933 shares 4,933$240K<0.01%newTimeline
KEYSKEYSIGHT TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,165 shares; 2025Q4: 1,171 shares 1,171$238K<0.01%+6Timeline
GRMNGARMIN LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,095 shares; 2025Q1: 948 shares; 2025Q2: 1,130 shares; 2025Q3: 1,166 shares; 2025Q4: 1,172 shares 1,172$238K<0.01%+6Timeline
ROKROCKWELL AUTOMATION INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 743 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 608 shares; 2025Q4: 611 shares 611$238K<0.01%+3Timeline
VMCVULCAN MATLS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 861 shares; 2024Q4: 906 shares; 2025Q1: not reported; 2025Q2: 801 shares; 2025Q3: 825 shares; 2025Q4: 829 shares 829$236K<0.01%+4Timeline
KMBKIMBERLY-CLARK CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,012 shares; 2024Q4: 2,120 shares; 2025Q1: 1,837 shares; 2025Q2: 2,253 shares; 2025Q3: 2,325 shares; 2025Q4: 2,337 shares 2,337$236K<0.01%+12Timeline
FICOFAIR ISAAC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 133 shares; 2024Q4: 133 shares; 2025Q1: 113 shares; 2025Q2: 138 shares; 2025Q3: 138 shares; 2025Q4: 138 shares 138$233K<0.01%0Timeline
SYYSYSCO CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,208 shares; 2024Q4: 3,370 shares; 2025Q1: 2,919 shares; 2025Q2: 3,005 shares; 2025Q3: 3,101 shares; 2025Q4: 3,117 shares 3,117$230K<0.01%+16Timeline
FISFIDELITY NATL INFORMATION SVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,524 shares; 2024Q4: 3,791 shares; 2025Q1: 3,251 shares; 2025Q2: 3,315 shares; 2025Q3: 3,423 shares; 2025Q4: 3,441 shares 3,441$229K<0.01%+18Timeline
ACGLARCH CAP GROUP LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,230 shares; 2025Q1: not reported; 2025Q2: 2,277 shares; 2025Q3: 2,349 shares; 2025Q4: 2,361 shares 2,361$226K<0.01%+12Timeline
FITBFIFTH THIRD BANCORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,896 shares; 2024Q4: 5,170 shares; 2025Q1: 12,283 shares; 2025Q2: not reported; 2025Q3: 4,790 shares; 2025Q4: 4,815 shares 4,815$225K<0.01%+25Timeline
RMDRESMED INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 855 shares; 2024Q4: 900 shares; 2025Q1: not reported; 2025Q2: 907 shares; 2025Q3: 931 shares; 2025Q4: 935 shares 935$225K<0.01%+4Timeline
KVUEKENVUE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,090 shares; 2024Q4: 11,697 shares; 2025Q1: 10,139 shares; 2025Q2: 12,543 shares; 2025Q3: 12,957 shares; 2025Q4: 13,026 shares 13,026$225K<0.01%+69Timeline
IRINGERSOLL RAND INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,230 shares; 2024Q4: 2,378 shares; 2025Q1: not reported; 2025Q2: 2,723 shares; 2025Q3: 2,813 shares; 2025Q4: 2,828 shares 2,828$224K<0.01%+15Timeline
OXYOCCIDENTAL PETE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,018 shares; 2024Q4: 4,234 shares; 2025Q1: not reported; 2025Q2: 5,240 shares; 2025Q3: 5,414 shares; 2025Q4: 5,443 shares 5,443$224K<0.01%+29Timeline
DGXQUEST DIAGNOSTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,257 shares; 2025Q4: 1,261 shares 1,261$219K<0.01%+4Timeline
VFHVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,608 shares; 2025Q3: 1,608 shares; 2025Q4: 1,608 shares 1,608$215K<0.01%0Timeline
VPUVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,149 shares; 2025Q3: 1,149 shares; 2025Q4: 1,149 shares 1,149$213K<0.01%0Timeline
SCHGSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale 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: 6,451 shares 6,451$210K<0.01%newTimeline
VTRVENTAS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,712 shares 2,712$210K<0.01%newTimeline
VEEVVEEVA SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,095 shares; 2024Q4: 1,177 shares; 2025Q1: 1,013 shares; 2025Q2: 914 shares; 2025Q3: 931 shares; 2025Q4: 936 shares 936$209K<0.01%+5Timeline
DTEDTE ENERGY COQuarterly shares; oldest to newest; scale 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: 1,612 shares 1,612$208K<0.01%newTimeline
CFGCITIZENS FINL GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,728 shares; 2025Q1: not reported; 2025Q2: 11,758 shares; 2025Q3: 12,136 shares; 2025Q4: 3,546 shares 3,546$207K<0.01%-8,590Timeline
VISVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 694 shares; 2025Q4: 694 shares 694$207K<0.01%0Timeline
MDBMONGODB INCQuarterly shares; oldest to newest; scale 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: 490 shares 490$206K<0.01%newTimeline
BIIBBIOGEN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,449 shares; 2024Q4: 4,602 shares; 2025Q1: 3,992 shares; 2025Q2: 4,442 shares; 2025Q3: not reported; 2025Q4: 1,161 shares 1,161$204K<0.01%newTimeline
ULTAULTA BEAUTY INCQuarterly shares; oldest to newest; scale 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: 333 shares 333$201K<0.01%newTimeline
BNTXBIONTECH SEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,862 shares; 2024Q4: 1,925 shares; 2025Q1: not reported; 2025Q2: 2,079 shares; 2025Q3: 2,055 shares; 2025Q4: 2,115 shares 2,115$201K<0.01%+60Timeline
ESSESSEX PPTY TR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 765 shares; 2025Q4: 767 shares 767$201K<0.01%+2Timeline

Sold out in Q4 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
IUSBISHARES TR80,686$3.77Mshares
FBTCFIDELITY WISE ORIGIN BITCOIN34,786$3.47Mshares
VSTVISTRA CORP9,564$1.87Mshares
XLPSELECT SECTOR SPDR TR12,118$950Kshares
HALHALLIBURTON CO23,425$576Kshares
BOXXEA SERIES TRUST4,729$538Kshares
INTERPUBLIC GROUP COSINTERPUBLIC GROUP COS15,753$440Kshares
LULULULULEMON ATHLETICA INC2,243$399Kshares
AMCOR PLCAMCOR PLC42,570$348Kshares
ICLOINVESCO ACTIVELY MANAGED EXC9,401$241Kshares
VICIVICI PPTYS INC7,036$229Kshares
XYLXYLEM INC1,433$211Kshares
VRSNVERISIGN INC754$211Kshares
EFXEQUIFAX INC815$209Kshares
RJFRAYMOND JAMES FINL INC1,209$209Kshares
DDDUPONT DE NEMOURS INC2,676$208Kshares
GISGENERAL MILLS INC4,054$204Kshares

How Q4 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001733173-26-000001 base2026-01-23acceptance time not in the bulk data set