JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 113,062 shares; 2024Q4: 164,661 shares; 2025Q1: 243,538 shares; 2025Q2: 694,420 shares; 2025Q3: 752,356 shares; 2025Q4: 754,000 shares 754,000 $38.4M 7.12% +1,644 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,371 shares; 2024Q4: 40,440 shares; 2025Q1: 80,430 shares; 2025Q2: 79,881 shares; 2025Q3: 82,756 shares; 2025Q4: 84,735 shares 84,735 $23M 4.27% +1,979 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 331,350 shares; 2025Q3: 382,060 shares; 2025Q4: 357,533 shares 357,533 $18.1M 3.35% -24,527 Timeline SEMLER SCIENTIFIC INC SEMLER SCIENTIFIC INC More: the full row for SEMLER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,284,575 shares; 2025Q2: 1,284,575 shares; 2025Q3: 1,267,925 shares; 2025Q4: 1,099,922 shares 1,099,922 $16.8M 3.12% -168,003 MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,958 shares; 2024Q4: 19,034 shares; 2025Q1: 26,234 shares; 2025Q2: 26,399 shares; 2025Q3: 32,454 shares; 2025Q4: 33,376 shares 33,376 $16.1M 2.99% +922 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 276,489 shares; 2024Q4: 280,826 shares; 2025Q1: 299,477 shares; 2025Q2: 314,522 shares; 2025Q3: 313,129 shares; 2025Q4: 328,956 shares 328,956 $15M 2.77% +15,827 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,618 shares; 2024Q4: 30,027 shares; 2025Q1: 36,486 shares; 2025Q2: 38,348 shares; 2025Q3: 56,425 shares; 2025Q4: 63,063 shares 63,063 $11.8M 2.18% +6,638 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,857 shares; 2024Q4: 48,202 shares; 2025Q1: 48,221 shares; 2025Q2: 47,576 shares; 2025Q3: 47,322 shares; 2025Q4: 47,403 shares 47,403 $9.05M 1.68% +81 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,150 shares; 2024Q4: 18,807 shares; 2025Q1: 19,520 shares; 2025Q2: 19,849 shares; 2025Q3: 26,041 shares; 2025Q4: 27,318 shares 27,318 $8.55M 1.59% +1,277 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,692 shares; 2024Q4: 67,749 shares; 2025Q1: 103,601 shares; 2025Q2: 97,238 shares; 2025Q3: 97,189 shares; 2025Q4: 93,461 shares 93,461 $8.36M 1.55% -3,728 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 136,846 shares; 2024Q4: 125,900 shares; 2025Q1: 119,932 shares; 2025Q2: 157,643 shares; 2025Q3: 154,324 shares; 2025Q4: 164,580 shares 164,580 $8.33M 1.54% +10,256 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,186 shares; 2024Q4: 10,852 shares; 2025Q1: 14,207 shares; 2025Q2: 10,039 shares; 2025Q3: 11,489 shares; 2025Q4: 11,578 shares 11,578 $7.93M 1.47% +89 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,778 shares; 2024Q4: 24,535 shares; 2025Q1: 24,726 shares; 2025Q2: 24,472 shares; 2025Q3: 31,689 shares; 2025Q4: 33,730 shares 33,730 $7.79M 1.44% +2,041 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,027 shares; 2024Q4: 70,593 shares; 2025Q1: 90,067 shares; 2025Q2: 107,893 shares; 2025Q3: 111,614 shares; 2025Q4: 114,945 shares 114,945 $7.73M 1.43% +3,331 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,677 shares; 2024Q4: 37,892 shares; 2025Q1: 109,470 shares; 2025Q2: 110,657 shares; 2025Q3: 111,150 shares; 2025Q4: 112,201 shares 112,201 $7.01M 1.3% +1,051 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,453 shares; 2024Q4: 12,214 shares; 2025Q1: 12,020 shares; 2025Q2: 11,694 shares; 2025Q3: 13,867 shares; 2025Q4: 14,288 shares 14,288 $6.43M 1.19% +421 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,608 shares; 2024Q4: 16,051 shares; 2025Q1: 16,330 shares; 2025Q2: 16,184 shares; 2025Q3: 18,868 shares; 2025Q4: 20,028 shares 20,028 $6.29M 1.17% +1,160 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,195 shares; 2024Q4: 6,454 shares; 2025Q1: 6,739 shares; 2025Q2: 6,790 shares; 2025Q3: 8,538 shares; 2025Q4: 9,134 shares 9,134 $6.03M 1.12% +596 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,102 shares; 2024Q4: 11,379 shares; 2025Q1: 13,949 shares; 2025Q2: 14,299 shares; 2025Q3: 16,414 shares; 2025Q4: 16,845 shares 16,845 $5.43M 1.01% +431 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,506 shares; 2024Q4: 38,147 shares; 2025Q1: 38,389 shares; 2025Q2: 38,647 shares; 2025Q3: 38,854 shares; 2025Q4: 39,086 shares 39,086 $5.34M 0.99% +232 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,390 shares; 2024Q4: 43,069 shares; 2025Q1: 69,633 shares; 2025Q2: 67,036 shares; 2025Q3: 64,149 shares; 2025Q4: 62,670 shares 62,670 $5.09M 0.94% -1,479 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,061 shares; 2024Q4: 1,181 shares; 2025Q1: 1,260 shares; 2025Q2: 1,260 shares; 2025Q3: 1,984 shares; 2025Q4: 4,298 shares 4,298 $4.62M 0.86% +2,314 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,205 shares; 2024Q4: 7,502 shares; 2025Q1: 8,352 shares; 2025Q2: 8,775 shares; 2025Q3: 12,055 shares; 2025Q4: 12,756 shares 12,756 $4.41M 0.82% +701 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,926 shares; 2024Q4: 3,251 shares; 2025Q1: 3,202 shares; 2025Q2: 3,134 shares; 2025Q3: 3,567 shares; 2025Q4: 6,344 shares 6,344 $4.33M 0.8% +2,777 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,312 shares; 2024Q4: 7,634 shares; 2025Q1: 10,994 shares; 2025Q2: 13,015 shares; 2025Q3: 15,328 shares; 2025Q4: 18,179 shares 18,179 $3.85M 0.71% +2,851 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,820 shares; 2024Q4: 14,658 shares; 2025Q1: 14,709 shares; 2025Q2: 14,775 shares; 2025Q3: 16,080 shares; 2025Q4: 16,306 shares 16,306 $3.73M 0.69% +226 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,573 shares; 2024Q4: 61,924 shares; 2025Q1: 62,448 shares; 2025Q2: 62,817 shares; 2025Q3: 62,929 shares; 2025Q4: 61,080 shares 61,080 $3.5M 0.65% -1,849 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,920 shares; 2024Q4: 30,155 shares; 2025Q1: 30,655 shares; 2025Q2: 28,724 shares; 2025Q3: 27,430 shares; 2025Q4: 27,252 shares 27,252 $3.36M 0.62% -178 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,797 shares; 2024Q4: 20,369 shares; 2025Q1: 23,974 shares; 2025Q2: 25,431 shares; 2025Q3: 22,389 shares; 2025Q4: 16,770 shares 16,770 $3.33M 0.62% -5,619 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,525 shares; 2024Q4: 46,671 shares; 2025Q1: 47,747 shares; 2025Q2: 48,906 shares; 2025Q3: 55,478 shares; 2025Q4: 54,450 shares 54,450 $3.31M 0.61% -1,028 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,188 shares; 2024Q4: 30,843 shares; 2025Q1: 31,240 shares; 2025Q2: 31,749 shares; 2025Q3: 31,467 shares; 2025Q4: 30,746 shares 30,746 $2.77M 0.51% -721 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,571 shares; 2024Q4: 4,003 shares; 2025Q1: 4,152 shares; 2025Q2: 4,459 shares; 2025Q3: 5,419 shares; 2025Q4: 5,492 shares 5,492 $2.76M 0.51% +73 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 53,623 shares; 2025Q2: 53,623 shares; 2025Q3: 53,680 shares; 2025Q4: 53,680 shares 53,680 $2.68M 0.5% 0 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,646 shares; 2024Q4: 5,537 shares; 2025Q1: 6,514 shares; 2025Q2: 6,502 shares; 2025Q3: 7,447 shares; 2025Q4: 8,729 shares 8,729 $2.65M 0.49% +1,282 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,709 shares; 2024Q4: 6,223 shares; 2025Q1: 6,383 shares; 2025Q2: 6,413 shares; 2025Q3: 7,295 shares; 2025Q4: 7,558 shares 7,558 $2.65M 0.49% +263 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,387 shares; 2024Q4: 12,557 shares; 2025Q1: 12,575 shares; 2025Q2: 12,752 shares; 2025Q3: 14,695 shares; 2025Q4: 14,666 shares 14,666 $2.6M 0.48% -29 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,672 shares; 2024Q4: 40,206 shares; 2025Q1: 30,367 shares; 2025Q2: 49,124 shares; 2025Q3: 39,179 shares; 2025Q4: 35,568 shares 35,568 $2.54M 0.47% -3,611 Timeline MDCX MEDICUS PHARMA LTD More: the full row for MEDICUS PHARMA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,457,165 shares; 2025Q1: 1,661,871 shares; 2025Q2: 1,586,871 shares; 2025Q3: 1,586,871 shares; 2025Q4: 1,586,871 shares 1,586,871 $2.43M 0.45% 0 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,764 shares; 2024Q4: 11,344 shares; 2025Q1: 12,247 shares; 2025Q2: 12,017 shares; 2025Q3: 12,953 shares; 2025Q4: 13,225 shares 13,225 $2.43M 0.45% +272 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,390 shares; 2024Q4: 25,586 shares; 2025Q1: 22,600 shares; 2025Q2: 22,626 shares; 2025Q3: 23,131 shares; 2025Q4: 44,940 shares 44,940 $2.41M 0.45% +21,809 Timeline JHMM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,962 shares; 2024Q4: 29,498 shares; 2025Q1: 29,809 shares; 2025Q2: 34,617 shares; 2025Q3: 34,556 shares; 2025Q4: 35,903 shares 35,903 $2.35M 0.44% +1,347 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,846 shares; 2024Q4: 5,141 shares; 2025Q1: 5,763 shares; 2025Q2: 5,608 shares; 2025Q3: 7,436 shares; 2025Q4: 15,244 shares 15,244 $2.32M 0.43% +7,808 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,417 shares; 2024Q4: 45,875 shares; 2025Q1: 42,878 shares; 2025Q2: 35,819 shares; 2025Q3: 27,817 shares; 2025Q4: 46,680 shares 46,680 $2.31M 0.43% +18,863 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,666 shares; 2024Q4: 6,665 shares; 2025Q1: 6,656 shares; 2025Q2: 5,793 shares; 2025Q3: 6,815 shares; 2025Q4: 6,810 shares 6,810 $2.28M 0.42% -5 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,723 shares; 2024Q4: 4,493 shares; 2025Q1: 4,421 shares; 2025Q2: 6,611 shares; 2025Q3: 7,935 shares; 2025Q4: 6,892 shares 6,892 $2.28M 0.42% -1,043 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,004 shares; 2024Q4: 38,362 shares; 2025Q1: 37,481 shares; 2025Q2: 35,680 shares; 2025Q3: 35,213 shares; 2025Q4: 33,182 shares 33,182 $2.27M 0.42% -2,031 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,880 shares; 2024Q4: 14,864 shares; 2025Q1: 15,280 shares; 2025Q2: 15,742 shares; 2025Q3: 17,122 shares; 2025Q4: 17,912 shares 17,912 $2.24M 0.42% +790 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,669 shares; 2024Q4: 3,626 shares; 2025Q1: 3,571 shares; 2025Q2: 3,784 shares; 2025Q3: 4,380 shares; 2025Q4: 4,733 shares 4,733 $2.21M 0.41% +353 Timeline BBJP J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,679 shares; 2024Q4: 33,695 shares; 2025Q1: 33,783 shares; 2025Q2: 34,142 shares; 2025Q3: 33,839 shares; 2025Q4: 33,469 shares 33,469 $2.21M 0.41% -370 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,336 shares; 2024Q4: 9,044 shares; 2025Q1: 8,832 shares; 2025Q2: 8,596 shares; 2025Q3: 11,922 shares; 2025Q4: 28,448 shares 28,448 $2.19M 0.41% +16,526 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,692 shares; 2024Q4: 5,513 shares; 2025Q1: 5,543 shares; 2025Q2: 5,654 shares; 2025Q3: 5,845 shares; 2025Q4: 5,904 shares 5,904 $2.18M 0.41% +59 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,175 shares; 2024Q4: 2,954 shares; 2025Q1: 3,034 shares; 2025Q2: 3,072 shares; 2025Q3: 3,732 shares; 2025Q4: 3,793 shares 3,793 $2.17M 0.4% +61 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,920 shares; 2024Q4: 42,906 shares; 2025Q1: 39,944 shares; 2025Q2: 40,842 shares; 2025Q3: 40,623 shares; 2025Q4: 46,872 shares 46,872 $2.16M 0.4% +6,249 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,525 shares; 2025Q2: 3,878 shares; 2025Q3: 6,438 shares; 2025Q4: 6,266 shares 6,266 $2.15M 0.4% -172 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,694 shares; 2024Q4: 3,572 shares; 2025Q1: 3,914 shares; 2025Q2: 3,985 shares; 2025Q3: 4,206 shares; 2025Q4: 4,482 shares 4,482 $2.1M 0.39% +276 Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale 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: 76,564 shares 76,564 $2.1M 0.39% new Timeline EZU ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,108 shares; 2024Q4: 42,572 shares; 2025Q1: 36,267 shares; 2025Q2: 36,428 shares; 2025Q3: 32,705 shares; 2025Q4: 31,682 shares 31,682 $2.03M 0.38% -1,023 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,672 shares; 2024Q4: 13,795 shares; 2025Q1: 13,167 shares; 2025Q2: 12,642 shares; 2025Q3: 12,734 shares; 2025Q4: 12,437 shares 12,437 $2M 0.37% -297 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,815 shares; 2024Q4: 7,647 shares; 2025Q1: 7,662 shares; 2025Q2: 7,690 shares; 2025Q3: 6,010 shares; 2025Q4: 5,765 shares 5,765 $1.98M 0.37% -245 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,420 shares; 2024Q4: 4,382 shares; 2025Q1: 4,175 shares; 2025Q2: 4,254 shares; 2025Q3: 7,362 shares; 2025Q4: 16,392 shares 16,392 $1.97M 0.37% +9,030 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,160 shares; 2024Q4: 11,402 shares; 2025Q1: 12,018 shares; 2025Q2: 11,544 shares; 2025Q3: 11,948 shares; 2025Q4: 11,849 shares 11,849 $1.93M 0.36% -99 Timeline EVIM MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 36,222 shares 36,222 $1.92M 0.36% new Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,703 shares; 2025Q2: 4,703 shares; 2025Q3: 4,703 shares; 2025Q4: 4,703 shares 4,703 $1.86M 0.35% 0 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,359 shares; 2024Q4: 14,031 shares; 2025Q1: 14,320 shares; 2025Q2: 14,757 shares; 2025Q3: 15,098 shares; 2025Q4: 15,101 shares 15,101 $1.81M 0.34% +3 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,352 shares; 2024Q4: 3,298 shares; 2025Q1: 2,939 shares; 2025Q2: 2,491 shares; 2025Q3: 2,553 shares; 2025Q4: 2,525 shares 2,525 $1.7M 0.32% -28 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,959 shares; 2024Q4: 10,746 shares; 2025Q1: 11,024 shares; 2025Q2: 9,967 shares; 2025Q3: 11,434 shares; 2025Q4: 11,631 shares 11,631 $1.67M 0.31% +197 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,797 shares; 2024Q4: 3,797 shares; 2025Q1: 4,825 shares; 2025Q2: 4,921 shares; 2025Q3: 5,479 shares; 2025Q4: 5,626 shares 5,626 $1.67M 0.31% +147 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,969 shares; 2024Q4: 6,848 shares; 2025Q1: 7,152 shares; 2025Q2: 7,369 shares; 2025Q3: 8,398 shares; 2025Q4: 8,465 shares 8,465 $1.65M 0.31% +67 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,505 shares; 2024Q4: 1,557 shares; 2025Q1: 5,527 shares; 2025Q2: 5,542 shares; 2025Q3: 6,240 shares; 2025Q4: 6,351 shares 6,351 $1.63M 0.3% +111 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,301 shares; 2025Q1: 11,188 shares; 2025Q2: 11,746 shares; 2025Q3: 12,731 shares; 2025Q4: 11,994 shares 11,994 $1.57M 0.29% -737 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,994 shares; 2024Q4: 18,569 shares; 2025Q1: 18,434 shares; 2025Q2: 18,263 shares; 2025Q3: 17,848 shares; 2025Q4: 17,496 shares 17,496 $1.56M 0.29% -352 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,753 shares; 2024Q4: 7,079 shares; 2025Q1: 7,223 shares; 2025Q2: 7,928 shares; 2025Q3: 12,773 shares; 2025Q4: 13,858 shares 13,858 $1.54M 0.29% +1,085 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,556 shares; 2024Q4: 5,517 shares; 2025Q1: 5,507 shares; 2025Q2: 5,301 shares; 2025Q3: 5,386 shares; 2025Q4: 5,270 shares 5,270 $1.53M 0.28% -116 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,459 shares; 2024Q4: 7,773 shares; 2025Q1: 7,437 shares; 2025Q2: 7,594 shares; 2025Q3: 10,144 shares; 2025Q4: 21,654 shares 21,654 $1.51M 0.28% +11,510 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2 shares; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 2 shares 2 $1.51M 0.28% 0 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,553 shares; 2024Q4: 15,334 shares; 2025Q1: 14,936 shares; 2025Q2: 14,685 shares; 2025Q3: 14,116 shares; 2025Q4: 14,014 shares 14,014 $1.5M 0.28% -102 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,052 shares; 2024Q4: 12,435 shares; 2025Q1: 9,856 shares; 2025Q2: 7,796 shares; 2025Q3: 8,983 shares; 2025Q4: 8,294 shares 8,294 $1.47M 0.27% -689 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,793 shares; 2024Q4: 11,037 shares; 2025Q1: 9,482 shares; 2025Q2: 9,573 shares; 2025Q3: 10,879 shares; 2025Q4: 13,239 shares 13,239 $1.39M 0.26% +2,360 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,004 shares; 2024Q4: 1,052 shares; 2025Q1: 1,071 shares; 2025Q2: 1,108 shares; 2025Q3: 1,570 shares; 2025Q4: 14,738 shares 14,738 $1.38M 0.26% +13,168 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 715 shares; 2024Q4: 715 shares; 2025Q1: 801 shares; 2025Q2: 801 shares; 2025Q3: 804 shares; 2025Q4: 812 shares 812 $1.37M 0.25% +8 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,380 shares; 2024Q4: 4,066 shares; 2025Q1: 4,418 shares; 2025Q2: 4,603 shares; 2025Q3: 4,908 shares; 2025Q4: 5,175 shares 5,175 $1.37M 0.25% +267 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 566 shares; 2024Q4: 554 shares; 2025Q1: 577 shares; 2025Q2: 923 shares; 2025Q3: 1,103 shares; 2025Q4: 1,275 shares 1,275 $1.36M 0.25% +172 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,010 shares; 2024Q4: 1,137 shares; 2025Q1: 1,354 shares; 2025Q2: 1,316 shares; 2025Q3: 1,591 shares; 2025Q4: 2,345 shares 2,345 $1.34M 0.25% +754 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,327 shares; 2024Q4: 17,308 shares; 2025Q1: 17,824 shares; 2025Q2: 18,484 shares; 2025Q3: 16,720 shares; 2025Q4: 16,618 shares 16,618 $1.33M 0.25% -102 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,686 shares; 2024Q4: 15,697 shares; 2025Q1: 15,957 shares; 2025Q2: 15,597 shares; 2025Q3: 15,756 shares; 2025Q4: 15,788 shares 15,788 $1.33M 0.25% +32 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,895 shares; 2024Q4: 2,895 shares; 2025Q1: 2,862 shares; 2025Q2: 2,858 shares; 2025Q3: 2,805 shares; 2025Q4: 2,794 shares 2,794 $1.32M 0.25% -11 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,700 shares; 2024Q4: 4,706 shares; 2025Q1: 5,787 shares; 2025Q2: 5,537 shares; 2025Q3: 6,459 shares; 2025Q4: 6,128 shares 6,128 $1.31M 0.24% -331 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,055 shares; 2024Q4: 2,703 shares; 2025Q1: 3,299 shares; 2025Q2: 3,215 shares; 2025Q3: 6,229 shares; 2025Q4: 6,043 shares 6,043 $1.3M 0.24% -186 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,706 shares; 2024Q4: 5,142 shares; 2025Q1: 4,748 shares; 2025Q2: 4,518 shares; 2025Q3: 6,216 shares; 2025Q4: 6,224 shares 6,224 $1.29M 0.24% +8 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,070 shares; 2025Q1: 5,210 shares; 2025Q2: 5,169 shares; 2025Q3: 7,154 shares; 2025Q4: 7,489 shares 7,489 $1.28M 0.24% +335 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,336 shares; 2024Q4: 28,310 shares; 2025Q1: 24,395 shares; 2025Q2: 23,198 shares; 2025Q3: 23,199 shares; 2025Q4: 23,428 shares 23,428 $1.26M 0.23% +229 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 31,907 shares; 2025Q3: 32,729 shares; 2025Q4: 32,120 shares 32,120 $1.24M 0.23% -609 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,706 shares; 2025Q3: 12,063 shares; 2025Q4: 14,485 shares 14,485 $1.24M 0.23% +2,422 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,793 shares; 2024Q4: 7,565 shares; 2025Q1: 7,572 shares; 2025Q2: 7,571 shares; 2025Q3: 7,688 shares; 2025Q4: 8,071 shares 8,071 $1.22M 0.23% +383 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,790 shares; 2024Q4: 1,969 shares; 2025Q1: 2,682 shares; 2025Q2: 2,933 shares; 2025Q3: 3,912 shares; 2025Q4: 3,960 shares 3,960 $1.22M 0.23% +48 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,995 shares; 2024Q4: 3,963 shares; 2025Q1: 3,992 shares; 2025Q2: 4,049 shares; 2025Q3: 4,907 shares; 2025Q4: 4,238 shares 4,238 $1.21M 0.22% -669 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,421 shares; 2025Q1: 3,392 shares; 2025Q2: 3,146 shares; 2025Q3: 3,111 shares; 2025Q4: 4,774 shares 4,774 $1.19M 0.22% +1,663 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,714 shares; 2024Q4: 15,958 shares; 2025Q1: 16,156 shares; 2025Q2: 16,510 shares; 2025Q3: 20,914 shares; 2025Q4: 21,669 shares 21,669 $1.19M 0.22% +755 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,563 shares; 2024Q4: 2,561 shares; 2025Q1: 2,515 shares; 2025Q2: 2,435 shares; 2025Q3: 2,419 shares; 2025Q4: 2,413 shares 2,413 $1.18M 0.22% -6 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,126 shares; 2025Q3: 33,992 shares; 2025Q4: 35,278 shares 35,278 $1.17M 0.22% +1,286 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 953 shares; 2024Q4: 988 shares; 2025Q1: 1,012 shares; 2025Q2: 1,022 shares; 2025Q3: 1,172 shares; 2025Q4: 1,358 shares 1,358 $1.17M 0.22% +186 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,424 shares; 2024Q4: 5,908 shares; 2025Q1: 5,920 shares; 2025Q2: 5,892 shares; 2025Q3: 7,377 shares; 2025Q4: 7,154 shares 7,154 $1.15M 0.21% -223 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,092 shares; 2025Q4: 9,754 shares 9,754 $1.14M 0.21% +5,662 Timeline ETHE GRAYSCALE ETHEREUM STAKING E More: the full row for GRAYSCALE ETHEREUM STAKING E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,879 shares; 2024Q4: 53,346 shares; 2025Q1: 53,973 shares; 2025Q2: 54,167 shares; 2025Q3: 53,347 shares; 2025Q4: 46,604 shares 46,604 $1.14M 0.21% -6,743 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,628 shares; 2025Q4: 3,896 shares 3,896 $1.1M 0.2% +2,268 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,656 shares; 2024Q4: 15,516 shares; 2025Q1: 15,604 shares; 2025Q2: 13,669 shares; 2025Q3: 14,237 shares; 2025Q4: 13,910 shares 13,910 $1.08M 0.2% -327 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,541 shares; 2024Q4: 3,506 shares; 2025Q1: 3,388 shares; 2025Q2: 3,429 shares; 2025Q3: 3,425 shares; 2025Q4: 3,425 shares 3,425 $1.08M 0.2% 0 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,034 shares; 2024Q4: 3,998 shares; 2025Q1: 4,011 shares; 2025Q2: 4,096 shares; 2025Q3: 5,331 shares; 2025Q4: 5,833 shares 5,833 $1.07M 0.2% +502 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,937 shares; 2024Q4: 5,167 shares; 2025Q1: 5,174 shares; 2025Q2: 4,919 shares; 2025Q3: 4,862 shares; 2025Q4: 4,732 shares 4,732 $1.06M 0.2% -130 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,257 shares; 2024Q4: 43,773 shares; 2025Q1: 34,505 shares; 2025Q2: 15,088 shares; 2025Q3: 14,731 shares; 2025Q4: 14,476 shares 14,476 $1.05M 0.2% -255 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,277 shares; 2024Q4: 4,104 shares; 2025Q1: 4,105 shares; 2025Q2: 4,121 shares; 2025Q3: 4,343 shares; 2025Q4: 4,925 shares 4,925 $1.03M 0.19% +582 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,145 shares; 2024Q4: 14,447 shares; 2025Q1: 14,566 shares; 2025Q2: 14,566 shares; 2025Q3: 15,067 shares; 2025Q4: 15,067 shares 15,067 $994K 0.18% 0 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,215 shares; 2024Q4: 6,520 shares; 2025Q1: 8,052 shares; 2025Q2: 8,467 shares; 2025Q3: 10,199 shares; 2025Q4: 10,495 shares 10,495 $978K 0.18% +296 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,283 shares; 2024Q4: 1,359 shares; 2025Q1: 1,428 shares; 2025Q2: 1,566 shares; 2025Q3: 1,815 shares; 2025Q4: 3,078 shares 3,078 $961K 0.18% +1,263 Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,663 shares; 2025Q1: 12,441 shares; 2025Q2: 15,700 shares; 2025Q3: 18,389 shares; 2025Q4: 24,438 shares 24,438 $946K 0.18% +6,049 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,094 shares; 2024Q4: 2,084 shares; 2025Q1: 2,084 shares; 2025Q2: 2,416 shares; 2025Q3: 2,448 shares; 2025Q4: 2,386 shares 2,386 $928K 0.17% -62 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,285 shares; 2024Q4: 1,310 shares; 2025Q1: 1,254 shares; 2025Q2: 1,287 shares; 2025Q3: 1,505 shares; 2025Q4: 1,630 shares 1,630 $926K 0.17% +125 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,181 shares; 2024Q4: 948 shares; 2025Q1: 1,078 shares; 2025Q2: 1,138 shares; 2025Q3: 1,429 shares; 2025Q4: 1,616 shares 1,616 $915K 0.17% +187 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,419 shares; 2024Q4: 15,348 shares; 2025Q1: 12,105 shares; 2025Q2: 10,481 shares; 2025Q3: 9,489 shares; 2025Q4: 8,035 shares 8,035 $909K 0.17% -1,454 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,842 shares; 2024Q4: 6,762 shares; 2025Q1: 6,772 shares; 2025Q2: 6,916 shares; 2025Q3: 6,591 shares; 2025Q4: 5,742 shares 5,742 $889K 0.16% -849 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 718 shares; 2024Q4: 715 shares; 2025Q1: 879 shares; 2025Q2: 879 shares; 2025Q3: 977 shares; 2025Q4: 1,072 shares 1,072 $879K 0.16% +95 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,450 shares; 2024Q4: 8,415 shares; 2025Q1: 8,445 shares; 2025Q2: 8,480 shares; 2025Q3: 8,516 shares; 2025Q4: 8,556 shares 8,556 $877K 0.16% +40 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,842 shares; 2024Q4: 2,853 shares; 2025Q1: 2,916 shares; 2025Q2: 2,914 shares; 2025Q3: 2,847 shares; 2025Q4: 2,814 shares 2,814 $873K 0.16% -33 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,529 shares; 2024Q4: 2,971 shares; 2025Q1: 2,995 shares; 2025Q2: 2,984 shares; 2025Q3: 4,166 shares; 2025Q4: 5,076 shares 5,076 $868K 0.16% +910 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,652 shares; 2024Q4: 9,673 shares; 2025Q1: 9,900 shares; 2025Q2: 8,670 shares; 2025Q3: 4,781 shares; 2025Q4: 4,321 shares 4,321 $863K 0.16% -460 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,639 shares; 2024Q4: 3,234 shares; 2025Q1: 3,302 shares; 2025Q2: 3,340 shares; 2025Q3: 5,090 shares; 2025Q4: 6,015 shares 6,015 $862K 0.16% +925 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,113 shares; 2024Q4: 6,932 shares; 2025Q1: 7,758 shares; 2025Q2: 8,878 shares; 2025Q3: 10,268 shares; 2025Q4: 10,495 shares 10,495 $853K 0.16% +227 Timeline EPAM EPAM SYS INC More: the full row for EPAM SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,072 shares 4,072 $834K 0.15% new Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,295 shares; 2024Q4: 2,159 shares; 2025Q1: 2,037 shares; 2025Q2: 1,774 shares; 2025Q3: 2,340 shares; 2025Q4: 2,366 shares 2,366 $828K 0.15% +26 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 803 shares; 2024Q4: 845 shares; 2025Q1: 855 shares; 2025Q2: 860 shares; 2025Q3: 1,082 shares; 2025Q4: 5,395 shares 5,395 $826K 0.15% +4,313 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 466 shares; 2024Q4: 526 shares; 2025Q1: 496 shares; 2025Q2: 537 shares; 2025Q3: 793 shares; 2025Q4: 933 shares 933 $820K 0.15% +140 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,277 shares; 2024Q4: 2,647 shares; 2025Q1: 2,622 shares; 2025Q2: 2,498 shares; 2025Q3: 5,401 shares; 2025Q4: 5,455 shares 5,455 $800K 0.15% +54 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,565 shares 10,565 $797K 0.15% new Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,178 shares; 2024Q4: 5,777 shares; 2025Q1: 5,792 shares; 2025Q2: 5,804 shares; 2025Q3: 5,765 shares; 2025Q4: 5,653 shares 5,653 $787K 0.15% -112 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,427 shares; 2024Q4: 2,351 shares; 2025Q1: 2,469 shares; 2025Q2: 2,472 shares; 2025Q3: 2,710 shares; 2025Q4: 2,694 shares 2,694 $781K 0.14% -16 Timeline JSCP J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,927 shares; 2024Q4: 13,600 shares; 2025Q1: 13,600 shares; 2025Q2: 16,115 shares; 2025Q3: 15,960 shares; 2025Q4: 16,331 shares 16,331 $777K 0.14% +371 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,513 shares; 2024Q4: 8,621 shares; 2025Q1: 8,412 shares; 2025Q2: 8,076 shares; 2025Q3: 8,076 shares; 2025Q4: 8,076 shares 8,076 $776K 0.14% 0 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,069 shares; 2025Q1: 4,169 shares; 2025Q2: 4,020 shares; 2025Q3: 4,651 shares; 2025Q4: 4,758 shares 4,758 $771K 0.14% +107 Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 18,726 shares; 2025Q2: 23,086 shares; 2025Q3: 40,726 shares; 2025Q4: 45,409 shares 45,409 $760K 0.14% +4,683 Timeline CRUS CIRRUS LOGIC INC More: the full row for CIRRUS LOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,341 shares; 2025Q4: 6,392 shares 6,392 $757K 0.14% +4,051 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,514 shares; 2025Q2: 1,679 shares; 2025Q3: 2,035 shares; 2025Q4: 2,142 shares 2,142 $757K 0.14% +107 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,057 shares; 2024Q4: 20,532 shares; 2025Q1: 18,723 shares; 2025Q2: 18,913 shares; 2025Q3: 19,944 shares; 2025Q4: 20,388 shares 20,388 $752K 0.14% +444 Timeline ROKU ROKU INC More: the full row for ROKU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,047 shares; 2024Q4: 12,302 shares; 2025Q1: 7,949 shares; 2025Q2: 6,685 shares; 2025Q3: 6,459 shares; 2025Q4: 6,833 shares 6,833 $741K 0.14% +374 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,570 shares; 2024Q4: 1,546 shares; 2025Q1: 1,546 shares; 2025Q2: 1,467 shares; 2025Q3: 2,005 shares; 2025Q4: 2,242 shares 2,242 $734K 0.14% +237 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,349 shares; 2024Q4: 5,973 shares; 2025Q1: 5,674 shares; 2025Q2: 5,673 shares; 2025Q3: 6,366 shares; 2025Q4: 6,402 shares 6,402 $728K 0.14% +36 Timeline VFMV VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,556 shares; 2024Q4: 5,556 shares; 2025Q1: 5,556 shares; 2025Q2: 5,556 shares; 2025Q3: 5,556 shares; 2025Q4: 5,556 shares 5,556 $724K 0.13% 0 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,200 shares; 2024Q4: 1,111 shares; 2025Q1: 1,135 shares; 2025Q2: 1,183 shares; 2025Q3: 1,919 shares; 2025Q4: 2,349 shares 2,349 $718K 0.13% +430 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,803 shares; 2024Q4: not reported; 2025Q1: 2,739 shares; 2025Q2: 3,266 shares; 2025Q3: 5,865 shares; 2025Q4: 7,437 shares 7,437 $714K 0.13% +1,572 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 593 shares; 2025Q4: 1,164 shares 1,164 $712K 0.13% +571 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,930 shares; 2024Q4: 3,727 shares; 2025Q1: 3,856 shares; 2025Q2: 3,893 shares; 2025Q3: 4,335 shares; 2025Q4: 4,379 shares 4,379 $709K 0.13% +44 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,796 shares; 2025Q4: 5,162 shares 5,162 $685K 0.13% +3,366 Timeline EPR EPR PPTYS More: the full row for EPR PPTYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,612 shares 13,612 $679K 0.13% new Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 664 shares; 2025Q3: 930 shares; 2025Q4: 1,034 shares 1,034 $676K 0.13% +104 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,176 shares; 2025Q2: 6,337 shares; 2025Q3: 9,085 shares; 2025Q4: 8,910 shares 8,910 $675K 0.13% -175 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,721 shares; 2025Q1: 4,688 shares; 2025Q2: 5,520 shares; 2025Q3: 7,127 shares; 2025Q4: 8,051 shares 8,051 $672K 0.12% +924 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,409 shares; 2025Q4: 5,253 shares 5,253 $671K 0.12% +844 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 849 shares; 2024Q4: 720 shares; 2025Q1: 743 shares; 2025Q2: 706 shares; 2025Q3: 1,040 shares; 2025Q4: 998 shares 998 $662K 0.12% -42 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,637 shares; 2024Q4: 22,847 shares; 2025Q1: 19,869 shares; 2025Q2: 20,707 shares; 2025Q3: 20,124 shares; 2025Q4: 21,834 shares 21,834 $653K 0.12% +1,710 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 741 shares; 2024Q4: 819 shares; 2025Q1: not reported; 2025Q2: 759 shares; 2025Q3: 1,624 shares; 2025Q4: 1,922 shares 1,922 $647K 0.12% +298 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,691 shares; 2024Q4: 1,647 shares; 2025Q1: 2,079 shares; 2025Q2: 2,072 shares; 2025Q3: 2,489 shares; 2025Q4: 2,047 shares 2,047 $640K 0.12% -442 Timeline ARKB ARK 21SHARES BITCOIN ETF More: the full row for ARK 21SHARES BITCOIN ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,122 shares; 2024Q4: 12,293 shares; 2025Q1: 10,782 shares; 2025Q2: 24,918 shares; 2025Q3: 22,668 shares; 2025Q4: 21,795 shares 21,795 $633K 0.12% -873 Timeline CLH CLEAN HARBORS INC More: the full row for CLEAN HARBORS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,672 shares 2,672 $627K 0.12% new Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,545 shares; 2024Q4: 1,152 shares; 2025Q1: 1,161 shares; 2025Q2: 984 shares; 2025Q3: 1,078 shares; 2025Q4: 1,070 shares 1,070 $620K 0.12% -8 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,077 shares; 2024Q4: 2,889 shares; 2025Q1: 3,045 shares; 2025Q2: 2,872 shares; 2025Q3: 2,634 shares; 2025Q4: 2,736 shares 2,736 $619K 0.11% +102 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,163 shares; 2025Q3: 2,249 shares; 2025Q4: 2,968 shares 2,968 $608K 0.11% +719 Timeline ESS ESSEX PPTY TR INC More: the full row for ESSEX PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,320 shares 2,320 $607K 0.11% new Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 534 shares; 2025Q3: 943 shares; 2025Q4: 1,090 shares 1,090 $601K 0.11% +147 Timeline IXJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,005 shares; 2024Q4: 5,625 shares; 2025Q1: 5,631 shares; 2025Q2: 6,292 shares; 2025Q3: 6,244 shares; 2025Q4: 6,120 shares 6,120 $596K 0.11% -124 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 822 shares; 2024Q4: 748 shares; 2025Q1: 1,018 shares; 2025Q2: 1,041 shares; 2025Q3: 1,465 shares; 2025Q4: 1,862 shares 1,862 $593K 0.11% +397 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,878 shares; 2024Q4: 8,871 shares; 2025Q1: 8,948 shares; 2025Q2: 8,448 shares; 2025Q3: 8,448 shares; 2025Q4: 8,779 shares 8,779 $588K 0.11% +331 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 832 shares; 2024Q4: 822 shares; 2025Q1: 851 shares; 2025Q2: 841 shares; 2025Q3: 836 shares; 2025Q4: 776 shares 776 $584K 0.11% -60 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,159 shares; 2024Q4: 6,082 shares; 2025Q1: 9,570 shares; 2025Q2: 9,455 shares; 2025Q3: 9,038 shares; 2025Q4: 9,038 shares 9,038 $582K 0.11% 0 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 388 shares; 2025Q1: 386 shares; 2025Q2: 383 shares; 2025Q3: 505 shares; 2025Q4: 539 shares 539 $577K 0.11% +34 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 855 shares; 2024Q4: 859 shares; 2025Q1: 806 shares; 2025Q2: 817 shares; 2025Q3: 1,395 shares; 2025Q4: 1,781 shares 1,781 $577K 0.11% +386 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,144 shares; 2024Q4: 11,546 shares; 2025Q1: 7,362 shares; 2025Q2: 7,201 shares; 2025Q3: 7,149 shares; 2025Q4: 12,538 shares 12,538 $561K 0.1% +5,389 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,080 shares; 2024Q4: 1,066 shares; 2025Q1: 1,132 shares; 2025Q2: 1,169 shares; 2025Q3: 1,536 shares; 2025Q4: 1,072 shares 1,072 $560K 0.1% -464 Timeline RSPN INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,390 shares; 2024Q4: 13,173 shares; 2025Q1: 12,881 shares; 2025Q2: 11,645 shares; 2025Q3: 11,425 shares; 2025Q4: 9,870 shares 9,870 $559K 0.1% -1,555 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,931 shares; 2024Q4: 2,034 shares; 2025Q1: 2,103 shares; 2025Q2: 2,219 shares; 2025Q3: 2,592 shares; 2025Q4: 2,454 shares 2,454 $559K 0.1% -138 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,533 shares; 2024Q4: 5,546 shares; 2025Q1: 5,639 shares; 2025Q2: 5,908 shares; 2025Q3: 7,382 shares; 2025Q4: 9,247 shares 9,247 $556K 0.1% +1,865 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,670 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,769 shares; 2025Q4: 11,476 shares 11,476 $550K 0.1% +6,707 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,167 shares; 2024Q4: 2,074 shares; 2025Q1: 1,979 shares; 2025Q2: 3,521 shares; 2025Q3: 4,054 shares; 2025Q4: 3,950 shares 3,950 $545K 0.1% -104 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,349 shares; 2024Q4: 4,400 shares; 2025Q1: 4,706 shares; 2025Q2: 4,299 shares; 2025Q3: not reported; 2025Q4: 14,492 shares 14,492 $536K 0.1% new Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,361 shares; 2025Q4: 2,212 shares 2,212 $536K 0.1% -149 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,541 shares; 2024Q4: 1,520 shares; 2025Q1: 1,500 shares; 2025Q2: 1,525 shares; 2025Q3: 1,992 shares; 2025Q4: 1,842 shares 1,842 $532K 0.1% -150 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,959 shares; 2024Q4: 2,743 shares; 2025Q1: 2,771 shares; 2025Q2: 2,929 shares; 2025Q3: 3,858 shares; 2025Q4: 4,525 shares 4,525 $530K 0.1% +667 Timeline BLDR BUILDERS FIRSTSOURCE INC More: the full row for BUILDERS FIRSTSOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,808 shares; 2024Q4: 4,811 shares; 2025Q1: 5,532 shares; 2025Q2: 5,496 shares; 2025Q3: 5,394 shares; 2025Q4: 5,125 shares 5,125 $527K 0.1% -269 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,318 shares 6,318 $524K 0.1% new Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,297 shares; 2025Q2: 2,575 shares; 2025Q3: 4,365 shares; 2025Q4: 5,487 shares 5,487 $523K 0.1% +1,122 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,315 shares; 2024Q4: 2,040 shares; 2025Q1: 1,865 shares; 2025Q2: 1,925 shares; 2025Q3: 2,628 shares; 2025Q4: 2,577 shares 2,577 $523K 0.1% -51 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,448 shares; 2024Q4: 3,001 shares; 2025Q1: not reported; 2025Q2: 2,753 shares; 2025Q3: 4,035 shares; 2025Q4: 3,851 shares 3,851 $520K 0.1% -184 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60 shares; 2024Q4: 61 shares; 2025Q1: 83 shares; 2025Q2: not reported; 2025Q3: 64 shares; 2025Q4: 97 shares 97 $519K 0.1% +33 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,761 shares; 2024Q4: 3,593 shares; 2025Q1: 3,548 shares; 2025Q2: 3,543 shares; 2025Q3: 3,632 shares; 2025Q4: 3,649 shares 3,649 $515K 0.1% +17 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,553 shares; 2024Q4: 5,682 shares; 2025Q1: 7,219 shares; 2025Q2: 7,851 shares; 2025Q3: 9,625 shares; 2025Q4: 8,878 shares 8,878 $512K 0.09% -747 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,858 shares; 2024Q4: 1,858 shares; 2025Q1: 1,888 shares; 2025Q2: not reported; 2025Q3: 3,111 shares; 2025Q4: 4,160 shares 4,160 $511K 0.09% +1,049 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 443 shares; 2024Q4: 364 shares; 2025Q1: 417 shares; 2025Q2: 345 shares; 2025Q3: 432 shares; 2025Q4: 418 shares 418 $508K 0.09% -14 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,377 shares; 2024Q4: 7,410 shares; 2025Q1: 7,333 shares; 2025Q2: 7,222 shares; 2025Q3: 7,114 shares; 2025Q4: 7,104 shares 7,104 $508K 0.09% -10 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,105 shares; 2024Q4: 1,076 shares; 2025Q1: 1,116 shares; 2025Q2: 1,168 shares; 2025Q3: 1,598 shares; 2025Q4: 2,185 shares 2,185 $505K 0.09% +587 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,626 shares; 2025Q2: 3,913 shares; 2025Q3: 4,702 shares; 2025Q4: 4,338 shares 4,338 $504K 0.09% -364 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,080 shares; 2025Q2: 1,983 shares; 2025Q3: 3,560 shares; 2025Q4: 4,264 shares 4,264 $500K 0.09% +704 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,710 shares; 2024Q4: 2,758 shares; 2025Q1: 2,774 shares; 2025Q2: 2,774 shares; 2025Q3: 3,111 shares; 2025Q4: 3,089 shares 3,089 $498K 0.09% -22 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,693 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,632 shares; 2025Q4: 6,234 shares 6,234 $495K 0.09% +602 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 362 shares; 2025Q2: 372 shares; 2025Q3: 424 shares; 2025Q4: 608 shares 608 $493K 0.09% +184 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,295 shares; 2025Q4: 6,397 shares 6,397 $490K 0.09% +1,102 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 133 shares; 2024Q4: 173 shares; 2025Q1: 200 shares; 2025Q2: 224 shares; 2025Q3: 238 shares; 2025Q4: 243 shares 243 $490K 0.09% +5 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,213 shares; 2025Q3: 3,419 shares; 2025Q4: 3,594 shares 3,594 $489K 0.09% +175 Timeline TXG 10X GENOMICS INC More: the full row for 10X GENOMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,623 shares; 2024Q4: 12,637 shares; 2025Q1: 11,516 shares; 2025Q2: 10,503 shares; 2025Q3: 24,178 shares; 2025Q4: 29,847 shares 29,847 $487K 0.09% +5,669 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,413 shares; 2024Q4: 1,417 shares; 2025Q1: 1,419 shares; 2025Q2: 769 shares; 2025Q3: 769 shares; 2025Q4: 769 shares 769 $482K 0.09% 0 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,955 shares; 2025Q4: 3,511 shares 3,511 $477K 0.09% +556 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,351 shares; 2025Q2: 2,352 shares; 2025Q3: 2,937 shares; 2025Q4: 2,726 shares 2,726 $473K 0.09% -211 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,592 shares 1,592 $471K 0.09% new Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,766 shares; 2024Q4: 14,383 shares; 2025Q1: 13,831 shares; 2025Q2: 14,111 shares; 2025Q3: 20,206 shares; 2025Q4: 18,823 shares 18,823 $469K 0.09% -1,383 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,347 shares; 2024Q4: 3,349 shares; 2025Q1: 3,218 shares; 2025Q2: 3,077 shares; 2025Q3: 3,326 shares; 2025Q4: 3,372 shares 3,372 $465K 0.09% +46 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,969 shares; 2024Q4: 1,959 shares; 2025Q1: 1,963 shares; 2025Q2: 2,136 shares; 2025Q3: 2,137 shares; 2025Q4: 2,103 shares 2,103 $462K 0.09% -34 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,453 shares; 2025Q4: 10,582 shares 10,582 $461K 0.09% +6,129 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 503 shares; 2024Q4: 486 shares; 2025Q1: 789 shares; 2025Q2: 806 shares; 2025Q3: 883 shares; 2025Q4: 940 shares 940 $460K 0.09% +57 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,655 shares; 2025Q2: 1,668 shares; 2025Q3: 2,548 shares; 2025Q4: 2,990 shares 2,990 $459K 0.09% +442 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 208 shares; 2024Q4: 243 shares; 2025Q1: 263 shares; 2025Q2: 278 shares; 2025Q3: 331 shares; 2025Q4: 342 shares 342 $455K 0.08% +11 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,000 shares; 2025Q4: 6,647 shares 6,647 $450K 0.08% +647 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,542 shares 6,542 $440K 0.08% new Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,375 shares; 2024Q4: 2,383 shares; 2025Q1: 2,393 shares; 2025Q2: 2,488 shares; 2025Q3: 3,302 shares; 2025Q4: 5,529 shares 5,529 $437K 0.08% +2,227 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,584 shares; 2024Q4: 1,690 shares; 2025Q1: 1,522 shares; 2025Q2: 1,522 shares; 2025Q3: 2,562 shares; 2025Q4: 2,421 shares 2,421 $437K 0.08% -141 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,879 shares; 2025Q2: 2,062 shares; 2025Q3: 2,470 shares; 2025Q4: 1,925 shares 1,925 $436K 0.08% -545 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,404 shares; 2025Q2: 1,166 shares; 2025Q3: 1,166 shares; 2025Q4: 1,166 shares 1,166 $435K 0.08% 0 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,996 shares 1,996 $433K 0.08% new Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,435 shares; 2025Q1: 5,369 shares; 2025Q2: 5,703 shares; 2025Q3: 6,650 shares; 2025Q4: 5,422 shares 5,422 $431K 0.08% -1,228 Timeline KRC KILROY REALTY CORP More: the full row for KILROY REALTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,995 shares; 2025Q4: 11,464 shares 11,464 $428K 0.08% +3,469 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,552 shares 1,552 $424K 0.08% new Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,642 shares; 2025Q4: 5,610 shares 5,610 $418K 0.08% +2,968 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,578 shares; 2024Q4: 2,587 shares; 2025Q1: 2,808 shares; 2025Q2: 2,262 shares; 2025Q3: 2,315 shares; 2025Q4: 2,151 shares 2,151 $416K 0.08% -164 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 984 shares; 2025Q4: 1,407 shares 1,407 $416K 0.08% +423 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,281 shares; 2025Q3: 3,992 shares; 2025Q4: 4,104 shares 4,104 $410K 0.08% +112 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,745 shares; 2024Q4: 1,637 shares; 2025Q1: 1,637 shares; 2025Q2: 1,638 shares; 2025Q3: 1,638 shares; 2025Q4: 1,579 shares 1,579 $407K 0.08% -59 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,049 shares; 2024Q4: 815 shares; 2025Q1: 881 shares; 2025Q2: not reported; 2025Q3: 1,526 shares; 2025Q4: 1,687 shares 1,687 $407K 0.08% +161 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,911 shares; 2025Q4: 3,091 shares 3,091 $405K 0.08% +180 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,192 shares; 2024Q4: 2,185 shares; 2025Q1: 2,186 shares; 2025Q2: 2,220 shares; 2025Q3: 2,648 shares; 2025Q4: 2,966 shares 2,966 $404K 0.07% +318 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,545 shares; 2025Q2: 1,769 shares; 2025Q3: 2,070 shares; 2025Q4: 1,851 shares 1,851 $402K 0.07% -219 Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,386 shares; 2025Q4: 4,642 shares 4,642 $401K 0.07% +1,256 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 727 shares; 2025Q4: 773 shares 773 $395K 0.07% +46 Timeline ARKG ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,642 shares; 2025Q4: 13,558 shares 13,558 $393K 0.07% +916 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,454 shares; 2024Q4: 4,420 shares; 2025Q1: 4,487 shares; 2025Q2: 4,412 shares; 2025Q3: 4,412 shares; 2025Q4: 2,766 shares 2,766 $390K 0.07% -1,646 Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 766 shares; 2025Q4: 1,103 shares 1,103 $390K 0.07% +337 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,010 shares; 2024Q4: 3,805 shares; 2025Q1: 3,805 shares; 2025Q2: 3,125 shares; 2025Q3: 3,206 shares; 2025Q4: 3,206 shares 3,206 $390K 0.07% 0 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,734 shares; 2025Q1: 4,072 shares; 2025Q2: 4,826 shares; 2025Q3: 4,980 shares; 2025Q4: 4,922 shares 4,922 $389K 0.07% -58 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,928 shares; 2024Q4: 1,852 shares; 2025Q1: 2,313 shares; 2025Q2: 1,345 shares; 2025Q3: 1,282 shares; 2025Q4: 1,282 shares 1,282 $386K 0.07% 0 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,890 shares; 2024Q4: 2,823 shares; 2025Q1: 2,837 shares; 2025Q2: 2,813 shares; 2025Q3: 3,416 shares; 2025Q4: 3,057 shares 3,057 $385K 0.07% -359 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,256 shares 2,256 $381K 0.07% new Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,031 shares; 2024Q4: 1,787 shares; 2025Q1: 1,939 shares; 2025Q2: 1,700 shares; 2025Q3: 1,893 shares; 2025Q4: 1,651 shares 1,651 $378K 0.07% -242 Timeline ETH GRAYSCALE ETHEREUM STAKING More: the full row for GRAYSCALE ETHEREUM STAKING Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,565 shares; 2025Q3: 8,883 shares; 2025Q4: 13,373 shares 13,373 $375K 0.07% +4,490 Timeline CRSP CRISPR THERAPEUTICS AG More: the full row for CRISPR THERAPEUTICS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,209 shares; 2024Q4: 8,540 shares; 2025Q1: 7,419 shares; 2025Q2: 6,720 shares; 2025Q3: 7,003 shares; 2025Q4: 7,154 shares 7,154 $375K 0.07% +151 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 676 shares 676 $374K 0.07% new Timeline TEM TEMPUS AI INC More: the full row for TEMPUS AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,567 shares; 2025Q1: 6,692 shares; 2025Q2: 5,538 shares; 2025Q3: 6,389 shares; 2025Q4: 6,326 shares 6,326 $374K 0.07% -63 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 644 shares; 2025Q4: 616 shares 616 $373K 0.07% -28 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,097 shares; 2025Q2: 8,073 shares; 2025Q3: 12,917 shares; 2025Q4: 14,970 shares 14,970 $372K 0.07% +2,053 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,033 shares 2,033 $370K 0.07% new Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,344 shares; 2024Q4: 3,178 shares; 2025Q1: 3,118 shares; 2025Q2: 4,855 shares; 2025Q3: 4,806 shares; 2025Q4: 8,654 shares 8,654 $369K 0.07% +3,848 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 478 shares; 2025Q2: 454 shares; 2025Q3: 590 shares; 2025Q4: 782 shares 782 $364K 0.07% +192 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 582 shares; 2024Q4: 586 shares; 2025Q1: 592 shares; 2025Q2: 592 shares; 2025Q3: 592 shares; 2025Q4: 592 shares 592 $364K 0.07% 0 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,427 shares; 2024Q4: 3,223 shares; 2025Q1: 3,236 shares; 2025Q2: 5,713 shares; 2025Q3: 5,545 shares; 2025Q4: 4,676 shares 4,676 $363K 0.07% -869 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,209 shares; 2024Q4: 3,228 shares; 2025Q1: 3,081 shares; 2025Q2: 1,467 shares; 2025Q3: 1,467 shares; 2025Q4: 1,467 shares 1,467 $361K 0.07% 0 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,008 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,215 shares; 2025Q4: 3,893 shares 3,893 $358K 0.07% +678 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,413 shares; 2024Q4: 9,319 shares; 2025Q1: 7,469 shares; 2025Q2: 5,501 shares; 2025Q3: 4,648 shares; 2025Q4: 4,374 shares 4,374 $354K 0.07% -274 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,043 shares; 2025Q4: 2,468 shares 2,468 $351K 0.07% +425 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,159 shares; 2025Q2: 1,150 shares; 2025Q3: not reported; 2025Q4: 1,687 shares 1,687 $351K 0.07% new Timeline TNL TRAVEL PLUS LEISURE CO More: the full row for TRAVEL PLUS LEISURE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,015 shares; 2025Q4: 4,964 shares 4,964 $350K 0.06% +949 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,664 shares; 2025Q4: 3,831 shares 3,831 $349K 0.06% +1,167 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,423 shares 11,423 $349K 0.06% new Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,842 shares 1,842 $346K 0.06% new Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,602 shares; 2025Q4: 1,510 shares 1,510 $344K 0.06% -92 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,281 shares; 2024Q4: 5,646 shares; 2025Q1: 5,878 shares; 2025Q2: 5,812 shares; 2025Q3: 5,840 shares; 2025Q4: 5,892 shares 5,892 $342K 0.06% +52 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 882 shares; 2024Q4: 842 shares; 2025Q1: 928 shares; 2025Q2: 1,014 shares; 2025Q3: 1,418 shares; 2025Q4: 1,257 shares 1,257 $338K 0.06% -161 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 998 shares 998 $337K 0.06% new Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,156 shares; 2025Q2: 1,240 shares; 2025Q3: 1,603 shares; 2025Q4: 1,186 shares 1,186 $331K 0.06% -417 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 918 shares; 2025Q4: 1,499 shares 1,499 $329K 0.06% +581 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 780 shares; 2024Q4: 659 shares; 2025Q1: 674 shares; 2025Q2: 671 shares; 2025Q3: 928 shares; 2025Q4: 769 shares 769 $328K 0.06% -159 Timeline CCK CROWN HLDGS INC More: the full row for CROWN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,181 shares 3,181 $328K 0.06% new Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,804 shares; 2024Q4: 21,663 shares; 2025Q1: 11,063 shares; 2025Q2: 11,202 shares; 2025Q3: 4,683 shares; 2025Q4: 2,875 shares 2,875 $327K 0.06% -1,808 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,144 shares; 2024Q4: 1,140 shares; 2025Q1: not reported; 2025Q2: 1,560 shares; 2025Q3: 1,561 shares; 2025Q4: 1,563 shares 1,563 $327K 0.06% +2 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,054 shares; 2024Q4: 4,881 shares; 2025Q1: 4,897 shares; 2025Q2: 5,100 shares; 2025Q3: 5,929 shares; 2025Q4: 5,573 shares 5,573 $327K 0.06% -356 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,076 shares; 2024Q4: 2,788 shares; 2025Q1: 2,716 shares; 2025Q2: 2,593 shares; 2025Q3: 2,593 shares; 2025Q4: 2,422 shares 2,422 $323K 0.06% -171 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,761 shares; 2025Q4: 1,744 shares 1,744 $323K 0.06% -17 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,485 shares; 2024Q4: 3,104 shares; 2025Q1: 6,310 shares; 2025Q2: 6,464 shares; 2025Q3: 7,480 shares; 2025Q4: 5,530 shares 5,530 $323K 0.06% -1,950 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,880 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,706 shares; 2025Q3: 5,506 shares; 2025Q4: 6,354 shares 6,354 $323K 0.06% +848 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,209 shares; 2025Q4: 2,481 shares 2,481 $320K 0.06% +272 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,076 shares; 2025Q1: 3,131 shares; 2025Q2: 3,136 shares; 2025Q3: 3,011 shares; 2025Q4: 3,011 shares 3,011 $318K 0.06% 0 Timeline PCTY PAYLOCITY HLDG CORP More: the full row for PAYLOCITY HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,766 shares; 2025Q4: 2,085 shares 2,085 $318K 0.06% +319 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 922 shares 922 $318K 0.06% new Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,977 shares; 2025Q4: 2,320 shares 2,320 $317K 0.06% +343 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,842 shares; 2025Q2: 2,873 shares; 2025Q3: 3,614 shares; 2025Q4: 3,694 shares 3,694 $316K 0.06% +80 Timeline AVB AVALONBAY CMNTYS INC More: the full row for AVALONBAY CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,833 shares; 2025Q2: 1,838 shares; 2025Q3: 1,825 shares; 2025Q4: 1,732 shares 1,732 $314K 0.06% -93 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,013 shares; 2025Q4: 1,157 shares 1,157 $314K 0.06% +144 Timeline UHS UNIVERSAL HLTH SVCS INC More: the full row for UNIVERSAL HLTH SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,437 shares 1,437 $313K 0.06% new Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,403 shares; 2024Q4: 5,501 shares; 2025Q1: 5,501 shares; 2025Q2: 5,501 shares; 2025Q3: 5,501 shares; 2025Q4: 5,501 shares 5,501 $313K 0.06% 0 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,035 shares 7,035 $312K 0.06% new Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,527 shares; 2024Q4: 5,121 shares; 2025Q1: 5,084 shares; 2025Q2: 4,234 shares; 2025Q3: 4,234 shares; 2025Q4: 4,052 shares 4,052 $312K 0.06% -182 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,108 shares; 2025Q3: 3,216 shares; 2025Q4: 3,664 shares 3,664 $311K 0.06% +448 Timeline ALSN ALLISON TRANSMISSION HLDGS I More: the full row for ALLISON TRANSMISSION HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,176 shares 3,176 $311K 0.06% new Timeline G GENPACT LIMITED More: the full row for GENPACT LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,585 shares 6,585 $308K 0.06% new Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 543 shares; 2025Q1: 590 shares; 2025Q2: 595 shares; 2025Q3: 733 shares; 2025Q4: 522 shares 522 $303K 0.06% -211 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,157 shares; 2025Q4: 1,742 shares 1,742 $302K 0.06% +585 Timeline AN AUTONATION INC More: the full row for AUTONATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,772 shares; 2025Q4: 1,456 shares 1,456 $301K 0.06% -316 Timeline NVST ENVISTA HOLDINGS CORPORATION More: the full row for ENVISTA HOLDINGS CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,806 shares 13,806 $300K 0.06% new Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,180 shares 1,180 $298K 0.06% new Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,074 shares; 2024Q4: 3,159 shares; 2025Q1: 3,600 shares; 2025Q2: 3,559 shares; 2025Q3: 3,559 shares; 2025Q4: 3,559 shares 3,559 $298K 0.06% 0 Timeline S SENTINELONE INC More: the full row for SENTINELONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,174 shares; 2025Q2: 20,172 shares; 2025Q3: 20,156 shares; 2025Q4: 19,648 shares 19,648 $295K 0.05% -508 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 312 shares 312 $291K 0.05% new Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,610 shares; 2024Q4: 1,594 shares; 2025Q1: 1,868 shares; 2025Q2: not reported; 2025Q3: 2,559 shares; 2025Q4: 2,809 shares 2,809 $291K 0.05% +250 Timeline TRU TRANSUNION More: the full row for TRANSUNION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,395 shares 3,395 $291K 0.05% new Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,707 shares; 2024Q4: 9,545 shares; 2025Q1: 9,509 shares; 2025Q2: 8,156 shares; 2025Q3: 6,503 shares; 2025Q4: 6,196 shares 6,196 $288K 0.05% -307 Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,326 shares; 2024Q4: 31,452 shares; 2025Q1: 22,355 shares; 2025Q2: 18,190 shares; 2025Q3: 13,699 shares; 2025Q4: 12,767 shares 12,767 $286K 0.05% -932 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,046 shares; 2024Q4: not reported; 2025Q1: 4,046 shares; 2025Q2: 4,049 shares; 2025Q3: 4,412 shares; 2025Q4: 4,770 shares 4,770 $286K 0.05% +358 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 912 shares; 2025Q1: 980 shares; 2025Q2: 1,010 shares; 2025Q3: 1,428 shares; 2025Q4: 1,461 shares 1,461 $285K 0.05% +33 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,230 shares 2,230 $282K 0.05% new Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,125 shares 4,125 $282K 0.05% new Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 291 shares; 2025Q3: 347 shares; 2025Q4: 320 shares 320 $281K 0.05% -27 Timeline CE CELANESE CORP DEL More: the full row for CELANESE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,650 shares 6,650 $281K 0.05% new Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,500 shares; 2024Q4: 1,036 shares; 2025Q1: 1,088 shares; 2025Q2: 1,052 shares; 2025Q3: 784 shares; 2025Q4: 620 shares 620 $281K 0.05% -164 Timeline IAK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,180 shares; 2025Q2: 2,150 shares; 2025Q3: 2,057 shares; 2025Q4: 2,060 shares 2,060 $281K 0.05% +3 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,076 shares; 2025Q3: 2,341 shares; 2025Q4: 2,342 shares 2,342 $280K 0.05% +1 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 687 shares; 2025Q4: 789 shares 789 $277K 0.05% +102 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,702 shares; 2024Q4: not reported; 2025Q1: 5,308 shares; 2025Q2: 5,502 shares; 2025Q3: 7,015 shares; 2025Q4: 6,765 shares 6,765 $276K 0.05% -250 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,970 shares 3,970 $276K 0.05% new Timeline ITB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,644 shares; 2024Q4: 2,075 shares; 2025Q1: 3,066 shares; 2025Q2: 3,056 shares; 2025Q3: 2,900 shares; 2025Q4: 2,848 shares 2,848 $274K 0.05% -52 Timeline IYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,140 shares; 2024Q4: 3,483 shares; 2025Q1: 3,422 shares; 2025Q2: 3,293 shares; 2025Q3: 3,168 shares; 2025Q4: 2,964 shares 2,964 $274K 0.05% -204 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,022 shares 2,022 $273K 0.05% new Timeline QRVO QORVO INC More: the full row for QORVO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,231 shares 3,231 $273K 0.05% new Timeline CRL CHARLES RIV LABS INTL INC More: the full row for CHARLES RIV LABS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,368 shares 1,368 $273K 0.05% new Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,104 shares 5,104 $272K 0.05% new Timeline HUBS HUBSPOT INC More: the full row for HUBSPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 368 shares; 2025Q2: 379 shares; 2025Q3: not reported; 2025Q4: 678 shares 678 $272K 0.05% new Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,229 shares; 2024Q4: 5,193 shares; 2025Q1: 5,238 shares; 2025Q2: 5,316 shares; 2025Q3: 5,308 shares; 2025Q4: 5,149 shares 5,149 $272K 0.05% -159 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,505 shares; 2025Q2: 2,383 shares; 2025Q3: 2,372 shares; 2025Q4: 2,308 shares 2,308 $272K 0.05% -64 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,090 shares; 2025Q4: 1,174 shares 1,174 $267K 0.05% +84 Timeline FOXA FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,629 shares 3,629 $265K 0.05% new Timeline EGP EASTGROUP PPTYS INC More: the full row for EASTGROUP PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,476 shares 1,476 $263K 0.05% new Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 862 shares; 2025Q4: 1,094 shares 1,094 $262K 0.05% +232 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,630 shares 1,630 $262K 0.05% new Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,253 shares 1,253 $261K 0.05% new Timeline MCHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,622 shares; 2024Q4: 4,390 shares; 2025Q1: 4,312 shares; 2025Q2: 4,312 shares; 2025Q3: 4,787 shares; 2025Q4: 4,312 shares 4,312 $259K 0.05% -475 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,414 shares 4,414 $259K 0.05% new Timeline FR FIRST INDL RLTY TR INC More: the full row for FIRST INDL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,496 shares 4,496 $257K 0.05% new Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,000 shares; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 3,500 shares; 2025Q3: 3,500 shares; 2025Q4: 3,500 shares 3,500 $257K 0.05% 0 Timeline BYD BOYD GAMING CORP More: the full row for BOYD GAMING CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,749 shares; 2025Q4: 2,996 shares 2,996 $255K 0.05% +247 Timeline ICUI ICU MED INC More: the full row for ICU MED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,781 shares 1,781 $254K 0.05% new Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 795 shares; 2025Q4: 1,028 shares 1,028 $253K 0.05% +233 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 597 shares 597 $252K 0.05% new Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,120 shares 5,120 $252K 0.05% new Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 731 shares 731 $249K 0.05% new Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,469 shares; 2024Q4: 2,214 shares; 2025Q1: 2,218 shares; 2025Q2: 2,314 shares; 2025Q3: 2,464 shares; 2025Q4: 2,262 shares 2,262 $248K 0.05% -202 Timeline AWI ARMSTRONG WORLD INDS INC NEW More: the full row for ARMSTRONG WORLD INDS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,218 shares; 2025Q4: 1,292 shares 1,292 $247K 0.05% +74 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 835 shares 835 $245K 0.05% new Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 646 shares; 2024Q4: 623 shares; 2025Q1: 759 shares; 2025Q2: 482 shares; 2025Q3: 590 shares; 2025Q4: 503 shares 503 $243K 0.05% -87 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,447 shares 2,447 $243K 0.05% new Timeline GAP GAP INC More: the full row for GAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,482 shares 9,482 $243K 0.05% new Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,848 shares 5,848 $241K 0.04% new Timeline NNN NNN REIT INC More: the full row for NNN REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,024 shares 6,024 $239K 0.04% new Timeline AYI ACUITY INC More: the full row for ACUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 661 shares 661 $238K 0.04% new Timeline PCOR PROCORE TECHNOLOGIES INC More: the full row for PROCORE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,622 shares; 2025Q2: 3,599 shares; 2025Q3: 3,441 shares; 2025Q4: 3,254 shares 3,254 $237K 0.04% -187 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,007 shares 3,007 $237K 0.04% new Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,104 shares 5,104 $236K 0.04% new Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale 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: 851 shares 851 $235K 0.04% new Timeline SNDR SCHNEIDER NATIONAL INC More: the full row for SCHNEIDER NATIONAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,818 shares 8,818 $234K 0.04% new Timeline TTEK TETRA TECH INC NEW More: the full row for TETRA TECH INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,674 shares; 2025Q4: 6,932 shares 6,932 $232K 0.04% -742 Timeline M MACYS INC More: the full row for MACYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,542 shares 10,542 $232K 0.04% new Timeline PAYC PAYCOM SOFTWARE INC More: the full row for PAYCOM SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,458 shares 1,458 $232K 0.04% new Timeline PODD INSULET CORP More: the full row for INSULET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 817 shares 817 $232K 0.04% new Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,959 shares; 2024Q4: 6,378 shares; 2025Q1: 6,034 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,082 shares 4,082 $231K 0.04% new Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 705 shares 705 $228K 0.04% new Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,172 shares 1,172 $228K 0.04% new Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,500 shares; 2025Q4: 2,608 shares 2,608 $227K 0.04% -892 Timeline BALL BALL CORP More: the full row for BALL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,286 shares 4,286 $227K 0.04% new Timeline MSM MSC INDL DIRECT INC More: the full row for MSC INDL DIRECT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,662 shares 2,662 $224K 0.04% new Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,356 shares; 2024Q4: 9,090 shares; 2025Q1: 15,307 shares; 2025Q2: 13,171 shares; 2025Q3: 13,157 shares; 2025Q4: 4,076 shares 4,076 $223K 0.04% -9,081 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,283 shares 2,283 $223K 0.04% new Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,149 shares; 2024Q4: 2,154 shares; 2025Q1: 2,160 shares; 2025Q2: 1,683 shares; 2025Q3: 1,686 shares; 2025Q4: 1,683 shares 1,683 $223K 0.04% -3 Timeline FIVE FIVE BELOW INC More: the full row for FIVE BELOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,180 shares 1,180 $222K 0.04% new Timeline IYE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,948 shares; 2025Q2: 4,965 shares; 2025Q3: 4,803 shares; 2025Q4: 4,674 shares 4,674 $222K 0.04% -129 Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,388 shares; 2025Q3: 1,643 shares; 2025Q4: 1,742 shares 1,742 $222K 0.04% +99 Timeline SPB SPECTRUM BRANDS HOLDINGS INC More: the full row for SPECTRUM BRANDS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,749 shares 3,749 $221K 0.04% new Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,762 shares 3,762 $220K 0.04% new Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,855 shares; 2025Q4: 5,412 shares 5,412 $218K 0.04% +2,557 Timeline JHG JANUS HENDERSON GROUP PLC More: the full row for JANUS HENDERSON GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,554 shares 4,554 $217K 0.04% new Timeline PAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 5,000 shares 5,000 $216K 0.04% 0 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 785 shares 785 $216K 0.04% new Timeline MTG MGIC INVT CORP WIS More: the full row for MGIC INVT CORP WIS Quarterly shares; oldest to newest; scale 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: 7,370 shares 7,370 $215K 0.04% new Timeline ESTC ELASTIC N V More: the full row for ELASTIC N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,854 shares 2,854 $215K 0.04% new Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,748 shares; 2024Q4: 1,796 shares; 2025Q1: 1,636 shares; 2025Q2: 1,641 shares; 2025Q3: not reported; 2025Q4: 940 shares 940 $215K 0.04% new Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 769 shares; 2025Q4: 885 shares 885 $215K 0.04% +116 Timeline DBX DROPBOX INC More: the full row for DROPBOX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,726 shares 7,726 $215K 0.04% new Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,053 shares; 2025Q4: 1,155 shares 1,155 $214K 0.04% +102 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 212 shares 212 $214K 0.04% new Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,195 shares 1,195 $213K 0.04% new Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,386 shares; 2025Q4: 1,309 shares 1,309 $213K 0.04% -77 Timeline SUI SUN CMNTYS INC More: the full row for SUN CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,714 shares 1,714 $212K 0.04% new Timeline LEG LEGGETT & PLATT INC More: the full row for LEGGETT & PLATT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,301 shares 19,301 $212K 0.04% new Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,916 shares 2,916 $211K 0.04% new Timeline ENTG ENTEGRIS INC More: the full row for ENTEGRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,502 shares 2,502 $211K 0.04% new Timeline CNA CNA FINL CORP More: the full row for CNA FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,396 shares 4,396 $210K 0.04% new Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,348 shares 3,348 $209K 0.04% new Timeline DCI DONALDSON INC More: the full row for DONALDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,331 shares 2,331 $207K 0.04% new Timeline DVA DAVITA INC More: the full row for DAVITA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,572 shares; 2025Q4: 1,801 shares 1,801 $205K 0.04% +229 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,474 shares; 2025Q4: 1,124 shares 1,124 $205K 0.04% -350 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,503 shares 1,503 $205K 0.04% new Timeline KTOS KRATOS DEFENSE & SEC SOLUTIO More: the full row for KRATOS DEFENSE & SEC SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,853 shares; 2025Q4: 2,676 shares 2,676 $203K 0.04% -177 Timeline CGNX COGNEX CORP More: the full row for COGNEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,798 shares; 2025Q4: 5,642 shares 5,642 $203K 0.04% -156 Timeline GATX GATX CORP More: the full row for GATX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,195 shares 1,195 $203K 0.04% new Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,426 shares 1,426 $201K 0.04% new Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,497 shares; 2024Q4: 23,874 shares; 2025Q1: 15,784 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,353 shares 8,353 $201K 0.04% new Timeline DT DYNATRACE INC More: the full row for DYNATRACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,145 shares; 2025Q4: 4,630 shares 4,630 $201K 0.04% -515 Timeline MIDD MIDDLEBY CORP More: the full row for MIDDLEBY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,348 shares 1,348 $200K 0.04% new Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,243 shares; 2025Q4: 14,610 shares 14,610 $192K 0.04% +367 Timeline NVCR NOVOCURE LTD More: the full row for NOVOCURE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,851 shares 11,851 $153K 0.03% new Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,836 shares; 2025Q4: 13,047 shares 13,047 $153K 0.03% +2,211 Timeline GTM ZOOMINFO TECHNOLOGIES INC More: the full row for ZOOMINFO TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,460 shares; 2025Q4: 13,237 shares 13,237 $135K 0.02% +2,777 Timeline ACHR ARCHER AVIATION INC More: the full row for ARCHER AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,522 shares; 2024Q4: 26,494 shares; 2025Q1: 18,543 shares; 2025Q2: 17,597 shares; 2025Q3: 16,445 shares; 2025Q4: 17,613 shares 17,613 $132K 0.02% +1,168 Timeline FLO FLOWERS FOODS INC More: the full row for FLOWERS FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,664 shares 11,664 $127K 0.02% new Timeline HUN HUNTSMAN CORP More: the full row for HUNTSMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,006 shares 12,006 $120K 0.02% new Timeline MFG MIZUHO FINANCIAL GROUP INC More: the full row for MIZUHO FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,362 shares; 2025Q4: 14,080 shares 14,080 $103K 0.02% +2,718 Timeline GRAB GRAB HOLDINGS LIMITED More: the full row for GRAB HOLDINGS LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,922 shares; 2025Q3: 18,505 shares; 2025Q4: 20,441 shares 20,441 $102K 0.02% +1,936 Timeline NTLA INTELLIA THERAPEUTICS INC More: the full row for INTELLIA THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,284 shares; 2024Q4: 14,451 shares; 2025Q1: 11,867 shares; 2025Q2: 10,665 shares; 2025Q3: 11,695 shares; 2025Q4: 10,996 shares 10,996 $98.9K 0.02% -699 Timeline RXRX RECURSION PHARMACEUTICALS IN More: the full row for RECURSION PHARMACEUTICALS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,487 shares; 2024Q4: 30,823 shares; 2025Q1: 25,717 shares; 2025Q2: 19,930 shares; 2025Q3: 19,101 shares; 2025Q4: 20,464 shares 20,464 $83.7K 0.02% +1,363 Timeline BORR BORR DRILLING LTD More: the full row for BORR DRILLING LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,510 shares; 2025Q4: 13,090 shares 13,090 $52.8K 0.01% -420 Timeline EPM EVOLUTION PETE CORP More: the full row for EVOLUTION PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,010 shares 14,010 $49.6K 0.01% new Timeline WIT WIPRO LTD More: the full row for WIPRO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,248 shares; 2025Q4: 12,476 shares 12,476 $35.4K 0.01% +2,228 Timeline PACB PACIFIC BIOSCIENCES CALIF IN More: the full row for PACIFIC BIOSCIENCES CALIF IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,962 shares; 2024Q4: 29,996 shares; 2025Q1: 23,563 shares; 2025Q2: 18,307 shares; 2025Q3: 17,795 shares; 2025Q4: 16,813 shares 16,813 $31.4K 0.01% -982 Timeline NNOX NANO X IMAGING LTD More: the full row for NANO X IMAGING LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,000 shares 10,000 $28K 0.01% new Timeline