JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,025,672 shares; 2024Q4: 4,013,481 shares; 2025Q1: 4,778,922 shares; 2025Q2: 4,710,247 shares; 2025Q3: 4,585,344 shares; 2025Q4: 5,860,784 shares 5,860,784 $1.07B 2.87% +1,275,440 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,603,251 shares; 2024Q4: 2,660,736 shares; 2025Q1: 2,681,617 shares; 2025Q2: 2,557,458 shares; 2025Q3: 2,482,615 shares; 2025Q4: 2,298,547 shares 2,298,547 $821M 2.2% -184,068 Timeline PRI PRIMERICA INC More: the full row for PRIMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,622,908 shares; 2024Q4: 3,567,581 shares; 2025Q1: 3,563,332 shares; 2025Q2: 3,482,586 shares; 2025Q3: 3,399,600 shares; 2025Q4: 3,165,612 shares 3,165,612 $818M 2.2% -233,988 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,883,225 shares; 2024Q4: 3,887,814 shares; 2025Q1: 3,170,779 shares; 2025Q2: 12,490,101 shares; 2025Q3: 12,174,526 shares; 2025Q4: 11,206,753 shares 11,206,753 $721M 1.93% -967,773 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,296,195 shares; 2024Q4: 1,316,360 shares; 2025Q1: 1,459,422 shares; 2025Q2: 1,469,930 shares; 2025Q3: 1,435,411 shares; 2025Q4: 1,330,680 shares 1,330,680 $680M 1.82% -104,731 Timeline SSD SIMPSON MFG INC More: the full row for SIMPSON MFG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,596,955 shares; 2024Q4: 4,494,263 shares; 2025Q1: 4,534,724 shares; 2025Q2: 4,547,563 shares; 2025Q3: 4,329,709 shares; 2025Q4: 4,016,822 shares 4,016,822 $649M 1.74% -312,887 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,859,030 shares; 2024Q4: 3,897,407 shares; 2025Q1: 4,776,203 shares; 2025Q2: 4,484,835 shares; 2025Q3: 4,380,779 shares; 2025Q4: 4,041,631 shares 4,041,631 $644M 1.73% -339,148 Timeline TTC TORO CO More: the full row for TORO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,831,375 shares; 2024Q4: 7,031,295 shares; 2025Q1: 8,187,609 shares; 2025Q2: 8,050,989 shares; 2025Q3: 7,901,875 shares; 2025Q4: 8,132,150 shares 8,132,150 $640M 1.72% +230,275 Timeline RBC RBC BEARINGS INC More: the full row for RBC BEARINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,935,293 shares; 2024Q4: 1,906,183 shares; 2025Q1: 1,790,089 shares; 2025Q2: 1,546,136 shares; 2025Q3: 1,501,216 shares; 2025Q4: 1,411,419 shares 1,411,419 $633M 1.7% -89,797 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,605,519 shares; 2024Q4: 11,722,476 shares; 2025Q1: 11,787,639 shares; 2025Q2: 11,096,437 shares; 2025Q3: 9,494,438 shares; 2025Q4: 8,709,181 shares 8,709,181 $611M 1.64% -785,257 Timeline WTS WATTS WATER TECHNOLOGIES INC More: the full row for WATTS WATER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,077,042 shares; 2024Q4: 2,463,375 shares; 2025Q1: 2,470,140 shares; 2025Q2: 2,381,082 shares; 2025Q3: 2,324,468 shares; 2025Q4: 2,145,742 shares 2,145,742 $592M 1.59% -178,726 Timeline COO COOPER COS INC More: the full row for COOPER COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,080,643 shares; 2024Q4: 8,082,880 shares; 2025Q1: 7,985,239 shares; 2025Q2: 7,854,797 shares; 2025Q3: 7,550,246 shares; 2025Q4: 7,198,895 shares 7,198,895 $590M 1.58% -351,351 Timeline FCN FTI CONSULTING INC More: the full row for FTI CONSULTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,447,219 shares; 2024Q4: 3,386,286 shares; 2025Q1: 3,415,254 shares; 2025Q2: 3,352,297 shares; 2025Q3: 3,283,122 shares; 2025Q4: 3,357,826 shares 3,357,826 $574M 1.54% +74,704 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: 3,111,840 shares; 2024Q4: 3,123,701 shares; 2025Q1: 3,117,870 shares; 2025Q2: 3,083,919 shares; 2025Q3: 3,016,929 shares; 2025Q4: 2,629,596 shares 2,629,596 $571M 1.53% -387,333 Timeline ZWS ZURN ELKAY WATER SOLNS CORP More: the full row for ZURN ELKAY WATER SOLNS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,471,604 shares; 2024Q4: 13,563,362 shares; 2025Q1: 13,605,639 shares; 2025Q2: 13,454,767 shares; 2025Q3: 13,119,769 shares; 2025Q4: 12,100,431 shares 12,100,431 $563M 1.51% -1,019,338 Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,668,254 shares; 2024Q4: 2,590,569 shares; 2025Q1: 2,681,273 shares; 2025Q2: 2,524,232 shares; 2025Q3: 2,462,878 shares; 2025Q4: 2,263,686 shares 2,263,686 $544M 1.46% -199,192 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: 10,231,578 shares; 2024Q4: 10,205,133 shares; 2025Q1: 10,243,636 shares; 2025Q2: 10,111,239 shares; 2025Q3: 9,830,814 shares; 2025Q4: 8,999,552 shares 8,999,552 $540M 1.45% -831,262 Timeline LSTR LANDSTAR SYS INC More: the full row for LANDSTAR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,242,908 shares; 2024Q4: 3,764,603 shares; 2025Q1: 4,083,704 shares; 2025Q2: 3,986,507 shares; 2025Q3: 3,924,944 shares; 2025Q4: 3,498,053 shares 3,498,053 $503M 1.35% -426,891 Timeline IBP INSTALLED BLDG PRODS INC More: the full row for INSTALLED BLDG PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,725,204 shares; 2025Q4: 1,894,779 shares 1,894,779 $491M 1.32% +169,575 Timeline BSY BENTLEY SYS INC More: the full row for BENTLEY SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,149,666 shares; 2024Q4: 16,006,945 shares; 2025Q1: 16,167,441 shares; 2025Q2: 15,210,846 shares; 2025Q3: 14,859,216 shares; 2025Q4: 12,867,311 shares 12,867,311 $491M 1.32% -1,991,905 Timeline GOLF ACUSHNET HLDGS CORP More: the full row for ACUSHNET HLDGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,120,969 shares; 2024Q4: 6,960,022 shares; 2025Q1: 6,857,497 shares; 2025Q2: 6,726,899 shares; 2025Q3: 6,554,653 shares; 2025Q4: 6,090,269 shares 6,090,269 $486M 1.3% -464,384 Timeline HLI HOULIHAN LOKEY INC More: the full row for HOULIHAN LOKEY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,072,443 shares; 2024Q4: 3,281,294 shares; 2025Q1: 2,926,959 shares; 2025Q2: 3,006,952 shares; 2025Q3: 2,921,874 shares; 2025Q4: 2,772,807 shares 2,772,807 $483M 1.3% -149,067 Timeline THO THOR INDS INC More: the full row for THOR INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,448,472 shares; 2024Q4: 5,174,322 shares; 2025Q1: 5,145,840 shares; 2025Q2: 5,207,732 shares; 2025Q3: 5,105,709 shares; 2025Q4: 4,696,657 shares 4,696,657 $482M 1.29% -409,052 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,547,223 shares; 2024Q4: 1,549,850 shares; 2025Q1: 1,557,610 shares; 2025Q2: 1,532,700 shares; 2025Q3: 1,546,404 shares; 2025Q4: 1,406,884 shares 1,406,884 $474M 1.27% -139,520 Timeline ULS UL SOLUTIONS INC More: the full row for UL SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 257 shares; 2024Q4: not reported; 2025Q1: 1,028,343 shares; 2025Q2: 6,660,612 shares; 2025Q3: 6,507,258 shares; 2025Q4: 6,008,386 shares 6,008,386 $474M 1.27% -498,872 Timeline LII LENNOX INTL INC More: the full row for LENNOX INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,702,997 shares; 2024Q4: 1,710,751 shares; 2025Q1: 1,131,542 shares; 2025Q2: 1,114,487 shares; 2025Q3: 1,052,673 shares; 2025Q4: 964,700 shares 964,700 $468M 1.26% -87,973 Timeline RLI RLI CORP More: the full row for RLI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,437,571 shares; 2024Q4: 2,409,181 shares; 2025Q1: 5,226,797 shares; 2025Q2: 5,754,592 shares; 2025Q3: 5,666,064 shares; 2025Q4: 7,294,807 shares 7,294,807 $467M 1.25% +1,628,743 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: 2,688,217 shares; 2024Q4: 1,264,732 shares; 2025Q1: 1,262,973 shares; 2025Q2: 1,305,264 shares; 2025Q3: 791,170 shares; 2025Q4: 739,460 shares 739,460 $452M 1.21% -51,710 Timeline MC MOELIS & CO More: the full row for MOELIS & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,233,837 shares; 2024Q4: 7,097,345 shares; 2025Q1: 6,920,207 shares; 2025Q2: 6,768,276 shares; 2025Q3: 6,457,415 shares; 2025Q4: 6,033,755 shares 6,033,755 $415M 1.11% -423,660 Timeline POOL POOL CORP More: the full row for POOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,221,232 shares; 2024Q4: 2,199,856 shares; 2025Q1: 2,250,422 shares; 2025Q2: 2,209,800 shares; 2025Q3: 2,214,119 shares; 2025Q4: 1,760,287 shares 1,760,287 $403M 1.08% -453,832 Timeline OLLI OLLIES BARGAIN OUTLET HLDGS More: the full row for OLLIES BARGAIN OUTLET HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,696,381 shares; 2024Q4: 4,644,774 shares; 2025Q1: 4,591,659 shares; 2025Q2: 4,446,379 shares; 2025Q3: 4,115,146 shares; 2025Q4: 3,672,946 shares 3,672,946 $403M 1.08% -442,200 Timeline OLED UNIVERSAL DISPLAY CORP More: the full row for UNIVERSAL DISPLAY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,467,470 shares; 2024Q4: 2,536,513 shares; 2025Q1: 4,407,846 shares; 2025Q2: 4,403,332 shares; 2025Q3: 4,004,805 shares; 2025Q4: 3,393,419 shares 3,393,419 $396M 1.06% -611,386 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 109,059 shares; 2024Q4: 378,239 shares; 2025Q1: 217,984 shares; 2025Q2: 122,461 shares; 2025Q3: 236,837 shares; 2025Q4: 633,310 shares 633,310 $382M 1.03% +396,473 Timeline TTAN SERVICETITAN INC More: the full row for SERVICETITAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 124,957 shares; 2025Q1: 2,055,736 shares; 2025Q2: 2,286,784 shares; 2025Q3: 2,243,683 shares; 2025Q4: 3,463,937 shares 3,463,937 $369M 0.99% +1,220,254 Timeline HLNE HAMILTON LANE INC More: the full row for HAMILTON LANE 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: 2,910,957 shares; 2025Q2: 2,872,094 shares; 2025Q3: 2,845,307 shares; 2025Q4: 2,727,874 shares 2,727,874 $366M 0.98% -117,433 Timeline SAIA SAIA INC More: the full row for SAIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 891,457 shares; 2024Q4: 891,323 shares; 2025Q1: 1,206,837 shares; 2025Q2: 1,211,188 shares; 2025Q3: 1,211,589 shares; 2025Q4: 1,090,786 shares 1,090,786 $356M 0.96% -120,803 Timeline BJ BJS WHSL CLUB HLDGS INC More: the full row for BJS WHSL CLUB HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,288,273 shares; 2024Q4: 4,331,379 shares; 2025Q1: 4,366,509 shares; 2025Q2: 4,311,804 shares; 2025Q3: 4,253,583 shares; 2025Q4: 3,907,953 shares 3,907,953 $352M 0.94% -345,630 Timeline TRMB TRIMBLE INC More: the full row for TRIMBLE 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: 476,712 shares; 2025Q3: 5,014,686 shares; 2025Q4: 4,489,375 shares 4,489,375 $352M 0.94% -525,311 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,911,058 shares; 2024Q4: 4,839,035 shares; 2025Q1: 4,825,647 shares; 2025Q2: 4,669,270 shares; 2025Q3: 4,551,102 shares; 2025Q4: 4,256,746 shares 4,256,746 $349M 0.94% -294,356 Timeline KAI KADANT INC More: the full row for KADANT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,366,071 shares; 2024Q4: 1,347,055 shares; 2025Q1: 1,334,266 shares; 2025Q2: 1,307,431 shares; 2025Q3: 1,278,092 shares; 2025Q4: 1,189,115 shares 1,189,115 $339M 0.91% -88,977 Timeline CRVL CORVEL CORP More: the full row for CORVEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,945,911 shares; 2024Q4: 5,714,351 shares; 2025Q1: 5,706,443 shares; 2025Q2: 5,558,296 shares; 2025Q3: 5,452,165 shares; 2025Q4: 4,989,649 shares 4,989,649 $338M 0.91% -462,516 Timeline SITE SITEONE LANDSCAPE SUPPLY INC More: the full row for SITEONE LANDSCAPE SUPPLY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,407,462 shares; 2024Q4: 3,326,498 shares; 2025Q1: 3,171,508 shares; 2025Q2: 2,998,147 shares; 2025Q3: 2,936,291 shares; 2025Q4: 2,667,663 shares 2,667,663 $332M 0.89% -268,628 Timeline FHB FIRST HAWAIIAN INC More: the full row for FIRST HAWAIIAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,199,791 shares; 2024Q4: 13,080,389 shares; 2025Q1: 13,104,695 shares; 2025Q2: 13,931,024 shares; 2025Q3: 13,701,816 shares; 2025Q4: 12,730,561 shares 12,730,561 $322M 0.86% -971,255 Timeline ZBRA ZEBRA TECHNOLOGIES CORPORATI More: the full row for ZEBRA TECHNOLOGIES CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,488,339 shares; 2024Q4: 1,486,374 shares; 2025Q1: 1,480,316 shares; 2025Q2: 1,482,018 shares; 2025Q3: 1,444,131 shares; 2025Q4: 1,251,213 shares 1,251,213 $304M 0.82% -192,918 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,707,949 shares; 2024Q4: 1,761,312 shares; 2025Q1: 1,789,871 shares; 2025Q2: 1,519,870 shares; 2025Q3: 1,529,768 shares; 2025Q4: 1,435,507 shares 1,435,507 $295M 0.79% -94,261 Timeline UFPI UFP INDUSTRIES INC More: the full row for UFP INDUSTRIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,262,784 shares; 2024Q4: 3,182,658 shares; 2025Q1: 3,751,399 shares; 2025Q2: 3,650,225 shares; 2025Q3: 3,572,594 shares; 2025Q4: 3,171,538 shares 3,171,538 $289M 0.78% -401,056 Timeline EXPO EXPONENT INC More: the full row for EXPONENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,775,477 shares; 2024Q4: 4,736,557 shares; 2025Q1: 4,791,747 shares; 2025Q2: 4,790,824 shares; 2025Q3: 4,489,747 shares; 2025Q4: 4,143,107 shares 4,143,107 $288M 0.77% -346,640 Timeline CHH CHOICE HOTELS INTL INC More: the full row for CHOICE HOTELS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,316,318 shares; 2024Q4: 3,956,244 shares; 2025Q1: 3,981,731 shares; 2025Q2: 3,952,972 shares; 2025Q3: 3,702,970 shares; 2025Q4: 2,977,478 shares 2,977,478 $284M 0.76% -725,492 Timeline BFAM BRIGHT HORIZONS FAM SOL IN D More: the full row for BRIGHT HORIZONS FAM SOL IN D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,170,796 shares; 2024Q4: 3,104,511 shares; 2025Q1: 3,200,371 shares; 2025Q2: 3,170,386 shares; 2025Q3: 3,084,045 shares; 2025Q4: 2,745,516 shares 2,745,516 $278M 0.75% -338,529 Timeline BANF BANCFIRST CORP More: the full row for BANCFIRST CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,162,345 shares; 2024Q4: 2,162,402 shares; 2025Q1: 2,158,264 shares; 2025Q2: 2,547,992 shares; 2025Q3: 2,851,029 shares; 2025Q4: 2,614,640 shares 2,614,640 $277M 0.74% -236,389 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: 1,912,630 shares; 2024Q4: 1,900,482 shares; 2025Q1: 3,330,602 shares; 2025Q2: 3,277,592 shares; 2025Q3: 3,200,023 shares; 2025Q4: 3,016,070 shares 3,016,070 $267M 0.72% -183,953 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 281,527 shares; 2024Q4: 362,761 shares; 2025Q1: 361,124 shares; 2025Q2: 363,958 shares; 2025Q3: 355,363 shares; 2025Q4: 294,043 shares 294,043 $267M 0.72% -61,320 Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 610,501 shares; 2024Q4: 632,307 shares; 2025Q1: 997,882 shares; 2025Q2: 1,051,330 shares; 2025Q3: 1,038,094 shares; 2025Q4: 955,149 shares 955,149 $263M 0.71% -82,945 Timeline LCII LCI INDS More: the full row for LCI INDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,414,897 shares; 2024Q4: 2,235,154 shares; 2025Q1: 2,209,260 shares; 2025Q2: 2,221,443 shares; 2025Q3: 2,171,816 shares; 2025Q4: 1,995,768 shares 1,995,768 $242M 0.65% -176,048 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: 2,993,723 shares; 2024Q4: 2,897,512 shares; 2025Q1: 2,686,754 shares; 2025Q2: 2,566,268 shares; 2025Q3: 2,118,518 shares; 2025Q4: 1,773,582 shares 1,773,582 $240M 0.64% -344,936 Timeline APAM ARTISAN PARTNERS ASSET MGMT More: the full row for ARTISAN PARTNERS ASSET MGMT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,699,043 shares; 2024Q4: 6,561,601 shares; 2025Q1: 6,543,446 shares; 2025Q2: 6,369,401 shares; 2025Q3: 6,177,483 shares; 2025Q4: 5,715,267 shares 5,715,267 $233M 0.62% -462,216 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: 1,338,705 shares; 2024Q4: 1,330,071 shares; 2025Q1: 1,338,833 shares; 2025Q2: 1,317,904 shares; 2025Q3: 1,282,786 shares; 2025Q4: 1,205,018 shares 1,205,018 $230M 0.62% -77,768 Timeline HEI-A 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: 1,240,243 shares; 2024Q4: 1,274,738 shares; 2025Q1: 1,295,722 shares; 2025Q2: 1,307,404 shares; 2025Q3: 1,242,975 shares; 2025Q4: 892,485 shares 892,485 $225M 0.6% -350,490 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,059,319 shares; 2024Q4: 1,103,445 shares; 2025Q1: 1,091,974 shares; 2025Q2: 1,129,705 shares; 2025Q3: 1,112,385 shares; 2025Q4: 1,050,416 shares 1,050,416 $224M 0.6% -61,969 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: 277,492 shares; 2024Q4: 291,804 shares; 2025Q1: 281,719 shares; 2025Q2: 264,876 shares; 2025Q3: 264,924 shares; 2025Q4: 295,377 shares 295,377 $202M 0.54% +30,453 Timeline CHE CHEMED CORP NEW More: the full row for CHEMED CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 592,954 shares; 2024Q4: 582,134 shares; 2025Q1: 597,175 shares; 2025Q2: 589,837 shares; 2025Q3: 546,619 shares; 2025Q4: 464,649 shares 464,649 $199M 0.53% -81,970 Timeline MANH MANHATTAN ASSOCIATES INC More: the full row for MANHATTAN ASSOCIATES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,310,413 shares; 2024Q4: 1,284,635 shares; 2025Q1: 1,272,599 shares; 2025Q2: 1,252,479 shares; 2025Q3: 1,225,940 shares; 2025Q4: 1,119,413 shares 1,119,413 $194M 0.52% -106,527 Timeline ROAD CONSTRUCTION PARTNERS INC More: the full row for CONSTRUCTION PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,621,149 shares; 2024Q4: 2,579,271 shares; 2025Q1: 2,592,079 shares; 2025Q2: 2,553,541 shares; 2025Q3: 2,237,929 shares; 2025Q4: 1,762,408 shares 1,762,408 $191M 0.51% -475,521 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: 1,231,068 shares; 2024Q4: 1,190,687 shares; 2025Q1: 900,875 shares; 2025Q2: 937,257 shares; 2025Q3: 963,807 shares; 2025Q4: 968,153 shares 968,153 $181M 0.48% +4,346 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,874,476 shares; 2024Q4: 1,892,289 shares; 2025Q1: 1,841,450 shares; 2025Q2: 1,251,379 shares; 2025Q3: 1,031,114 shares; 2025Q4: 974,122 shares 974,122 $175M 0.47% -56,992 Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 404,705 shares; 2024Q4: 410,467 shares; 2025Q1: 404,653 shares; 2025Q2: 408,959 shares; 2025Q3: 456,261 shares; 2025Q4: 416,697 shares 416,697 $174M 0.47% -39,564 Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,687,039 shares; 2024Q4: 1,749,965 shares; 2025Q1: 1,767,782 shares; 2025Q2: 1,796,503 shares; 2025Q3: 1,774,482 shares; 2025Q4: 1,659,380 shares 1,659,380 $173M 0.46% -115,102 Timeline WMS ADVANCED DRAIN SYS INC DEL More: the full row for ADVANCED DRAIN SYS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,437 shares; 2024Q4: 102,785 shares; 2025Q1: 116,516 shares; 2025Q2: 1,278,507 shares; 2025Q3: 1,258,264 shares; 2025Q4: 1,190,619 shares 1,190,619 $172M 0.46% -67,645 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 625,636 shares; 2024Q4: 633,037 shares; 2025Q1: 637,343 shares; 2025Q2: 633,702 shares; 2025Q3: 630,401 shares; 2025Q4: 767,759 shares 767,759 $172M 0.46% +137,358 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 816,491 shares; 2024Q4: 869,800 shares; 2025Q1: 857,126 shares; 2025Q2: 862,933 shares; 2025Q3: 827,025 shares; 2025Q4: 768,745 shares 768,745 $172M 0.46% -58,280 Timeline JBTM JBT MAREL CORPORATION More: the full row for JBT MAREL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,202,354 shares; 2024Q4: 1,228,585 shares; 2025Q1: 1,232,899 shares; 2025Q2: 1,213,420 shares; 2025Q3: 1,184,968 shares; 2025Q4: 1,119,266 shares 1,119,266 $169M 0.45% -65,702 Timeline ALH ALLIANCE LAUNDRY HLDGS INC More: the full row for ALLIANCE LAUNDRY 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: 8,145,122 shares 8,145,122 $166M 0.44% new Timeline HWKN HAWKINS INC More: the full row for HAWKINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,585 shares; 2025Q1: 11,263 shares; 2025Q2: 10,047 shares; 2025Q3: 769,199 shares; 2025Q4: 1,146,398 shares 1,146,398 $163M 0.44% +377,199 Timeline NCNO NCINO INC More: the full row for NCINO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,405,006 shares; 2024Q4: 6,892,330 shares; 2025Q1: 6,811,727 shares; 2025Q2: 7,482,536 shares; 2025Q3: 7,013,354 shares; 2025Q4: 5,900,991 shares 5,900,991 $151M 0.41% -1,112,363 Timeline EPAC ENERPAC TOOL GROUP CORP More: the full row for ENERPAC TOOL GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,863,703 shares; 2024Q4: 4,980,906 shares; 2025Q1: 5,094,430 shares; 2025Q2: 4,644,731 shares; 2025Q3: 4,606,826 shares; 2025Q4: 3,946,717 shares 3,946,717 $151M 0.41% -660,109 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 175,775 shares; 2024Q4: 180,156 shares; 2025Q1: 188,234 shares; 2025Q2: 279,177 shares; 2025Q3: 281,033 shares; 2025Q4: 258,648 shares 258,648 $148M 0.4% -22,385 Timeline GSHD GOOSEHEAD INS INC More: the full row for GOOSEHEAD INS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,202,884 shares; 2024Q4: 2,799,352 shares; 2025Q1: 2,475,834 shares; 2025Q2: 2,323,087 shares; 2025Q3: 2,126,300 shares; 2025Q4: 2,010,884 shares 2,010,884 $148M 0.4% -115,416 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: 40,393 shares; 2024Q4: 136,260 shares; 2025Q1: 89,175 shares; 2025Q2: 135,511 shares; 2025Q3: 61,696 shares; 2025Q4: 584,126 shares 584,126 $144M 0.39% +522,430 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 526,657 shares; 2024Q4: 541,540 shares; 2025Q1: 542,536 shares; 2025Q2: 969,471 shares; 2025Q3: 938,393 shares; 2025Q4: 902,092 shares 902,092 $141M 0.38% -36,301 Timeline RYAN RYAN SPECIALTY HOLDINGS INC More: the full row for RYAN SPECIALTY HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,120,436 shares; 2024Q4: 4,261,089 shares; 2025Q1: 4,032,593 shares; 2025Q2: 3,400,161 shares; 2025Q3: 3,216,578 shares; 2025Q4: 2,716,103 shares 2,716,103 $140M 0.38% -500,475 Timeline BOH BANK OF HI CORP More: the full row for BANK OF HI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,888,113 shares; 2024Q4: 1,762,689 shares; 2025Q1: 2,180,744 shares; 2025Q2: 2,156,471 shares; 2025Q3: 2,114,368 shares; 2025Q4: 1,980,447 shares 1,980,447 $135M 0.36% -133,921 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: 174,714 shares; 2024Q4: 160,563 shares; 2025Q1: 158,904 shares; 2025Q2: 161,612 shares; 2025Q3: 430,866 shares; 2025Q4: 425,384 shares 425,384 $133M 0.36% -5,482 Timeline TFIN TRIUMPH FINANCIAL INC More: the full row for TRIUMPH FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,830,853 shares; 2024Q4: 2,661,548 shares; 2025Q1: 2,991,713 shares; 2025Q2: 2,846,955 shares; 2025Q3: 2,723,729 shares; 2025Q4: 2,108,275 shares 2,108,275 $132M 0.35% -615,454 Timeline PBH PRESTIGE CONSMR HEALTHCARE I More: the full row for PRESTIGE CONSMR HEALTHCARE I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,087,620 shares; 2025Q1: 1,580,819 shares; 2025Q2: 1,748,942 shares; 2025Q3: 2,213,889 shares; 2025Q4: 2,137,620 shares 2,137,620 $132M 0.35% -76,269 Timeline FUL FULLER H B CO More: the full row for FULLER H B CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,900,790 shares; 2024Q4: 1,842,750 shares; 2025Q1: 2,235,265 shares; 2025Q2: 2,335,856 shares; 2025Q3: 2,319,689 shares; 2025Q4: 2,143,708 shares 2,143,708 $127M 0.34% -175,981 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: 571,541 shares; 2024Q4: 555,035 shares; 2025Q1: 521,908 shares; 2025Q2: 502,607 shares; 2025Q3: 494,068 shares; 2025Q4: 538,496 shares 538,496 $124M 0.33% +44,428 Timeline KNSL KINSALE CAP GROUP INC More: the full row for KINSALE CAP 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: 256,832 shares; 2025Q2: 238,539 shares; 2025Q3: 301,728 shares; 2025Q4: 316,873 shares 316,873 $124M 0.33% +15,145 Timeline APPF APPFOLIO INC More: the full row for APPFOLIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 419,518 shares; 2025Q1: 773,579 shares; 2025Q2: 686,460 shares; 2025Q3: 615,626 shares; 2025Q4: 520,509 shares 520,509 $121M 0.33% -95,117 Timeline CAKE CHEESECAKE FACTORY INC More: the full row for CHEESECAKE FACTORY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,712,308 shares; 2024Q4: 2,689,391 shares; 2025Q1: 2,695,031 shares; 2025Q2: 2,644,601 shares; 2025Q3: 2,573,150 shares; 2025Q4: 2,393,795 shares 2,393,795 $121M 0.32% -179,355 Timeline ALGN ALIGN TECHNOLOGY INC More: the full row for ALIGN TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 564,486 shares; 2024Q4: 564,221 shares; 2025Q1: 577,522 shares; 2025Q2: 815,292 shares; 2025Q3: 779,811 shares; 2025Q4: 760,823 shares 760,823 $119M 0.32% -18,988 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: 462,537 shares; 2024Q4: 262,398 shares; 2025Q1: 232,691 shares; 2025Q2: 224,463 shares; 2025Q3: 208,270 shares; 2025Q4: 68,512 shares 68,512 $116M 0.31% -139,758 Timeline CSW CSW INDUSTRIALS INC More: the full row for CSW INDUSTRIALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 241,406 shares; 2024Q4: 235,325 shares; 2025Q1: 316,464 shares; 2025Q2: 311,445 shares; 2025Q3: 407,208 shares; 2025Q4: 392,110 shares 392,110 $115M 0.31% -15,098 Timeline SFBS SERVISFIRST BANCSHARES INC More: the full row for SERVISFIRST BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,680,136 shares; 2024Q4: 2,477,804 shares; 2025Q1: 2,349,747 shares; 2025Q2: 2,136,860 shares; 2025Q3: 1,935,710 shares; 2025Q4: 1,572,102 shares 1,572,102 $113M 0.3% -363,608 Timeline HLMN HILLMAN SOLUTIONS CORP More: the full row for HILLMAN SOLUTIONS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,345,133 shares; 2024Q4: 14,149,925 shares; 2025Q1: 14,214,891 shares; 2025Q2: 13,130,064 shares; 2025Q3: 13,730,000 shares; 2025Q4: 12,893,592 shares 12,893,592 $112M 0.3% -836,408 Timeline UNF UNIFIRST CORP MASS More: the full row for UNIFIRST CORP MASS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 628,712 shares; 2024Q4: 590,715 shares; 2025Q1: 608,245 shares; 2025Q2: 603,382 shares; 2025Q3: 588,851 shares; 2025Q4: 559,008 shares 559,008 $108M 0.29% -29,843 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: 381,241 shares; 2024Q4: 371,216 shares; 2025Q1: 347,320 shares; 2025Q2: 325,018 shares; 2025Q3: 315,332 shares; 2025Q4: 307,151 shares 307,151 $108M 0.29% -8,181 Timeline WDFC WD 40 CO More: the full row for WD 40 CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 566,754 shares; 2024Q4: 563,630 shares; 2025Q1: 568,302 shares; 2025Q2: 564,039 shares; 2025Q3: 553,249 shares; 2025Q4: 527,526 shares 527,526 $104M 0.28% -25,723 Timeline FFIN FIRST FINL BANKSHARES INC More: the full row for FIRST FINL BANKSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,847,738 shares; 2024Q4: 1,813,199 shares; 2025Q1: 2,465,774 shares; 2025Q2: 3,257,576 shares; 2025Q3: 3,477,070 shares; 2025Q4: 3,239,932 shares 3,239,932 $96.8M 0.26% -237,138 Timeline USPH U S PHYSICAL THERAPY More: the full row for U S PHYSICAL THERAPY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,117,195 shares; 2024Q4: 1,013,777 shares; 2025Q1: 967,222 shares; 2025Q2: 1,487,266 shares; 2025Q3: 1,353,357 shares; 2025Q4: 1,212,260 shares 1,212,260 $94.7M 0.25% -141,097 Timeline GTY GETTY RLTY CORP NEW More: the full row for GETTY RLTY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,797,522 shares; 2024Q4: 3,729,972 shares; 2025Q1: 3,770,092 shares; 2025Q2: 3,746,455 shares; 2025Q3: 3,678,188 shares; 2025Q4: 3,442,870 shares 3,442,870 $94.2M 0.25% -235,318 Timeline AAON AAON INC More: the full row for AAON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,493,257 shares; 2024Q4: 2,395,559 shares; 2025Q1: 1,732,426 shares; 2025Q2: 1,622,751 shares; 2025Q3: 1,446,976 shares; 2025Q4: 1,232,149 shares 1,232,149 $94M 0.25% -214,827 Timeline SYBT STOCK YDS BANCORP INC More: the full row for STOCK YDS BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,234,305 shares; 2024Q4: 1,218,259 shares; 2025Q1: 1,278,442 shares; 2025Q2: 1,544,818 shares; 2025Q3: 1,517,691 shares; 2025Q4: 1,386,864 shares 1,386,864 $90.1M 0.24% -130,827 Timeline OS ONESTREAM INC More: the full row for ONESTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,206,309 shares; 2024Q4: 4,143,150 shares; 2025Q1: 6,378,130 shares; 2025Q2: 6,875,115 shares; 2025Q3: 6,211,980 shares; 2025Q4: 4,867,636 shares 4,867,636 $89.5M 0.24% -1,344,344 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: 190,151 shares; 2024Q4: 185,134 shares; 2025Q1: 175,409 shares; 2025Q2: 178,518 shares; 2025Q3: 185,095 shares; 2025Q4: 134,817 shares 134,817 $89M 0.24% -50,278 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,564,374 shares; 2024Q4: 1,611,286 shares; 2025Q1: 1,620,536 shares; 2025Q2: 1,234,443 shares; 2025Q3: 1,204,130 shares; 2025Q4: 1,107,903 shares 1,107,903 $88.3M 0.24% -96,227 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: 84,735 shares; 2024Q4: 81,748 shares; 2025Q1: 77,161 shares; 2025Q2: 83,946 shares; 2025Q3: 94,555 shares; 2025Q4: 81,930 shares 81,930 $88M 0.24% -12,625 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,996 shares; 2024Q4: 184,176 shares; 2025Q1: 180,963 shares; 2025Q2: 132,857 shares; 2025Q3: 200,760 shares; 2025Q4: 469,444 shares 469,444 $85.1M 0.23% +268,684 Timeline EVTC EVERTEC INC More: the full row for EVERTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,504,349 shares; 2024Q4: 3,408,160 shares; 2025Q1: 3,473,953 shares; 2025Q2: 3,435,704 shares; 2025Q3: 3,367,415 shares; 2025Q4: 2,869,144 shares 2,869,144 $83.5M 0.22% -498,271 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 686,681 shares; 2024Q4: 655,725 shares; 2025Q1: 604,245 shares; 2025Q2: 546,584 shares; 2025Q3: 502,778 shares; 2025Q4: 404,715 shares 404,715 $79.8M 0.21% -98,063 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: 65,515 shares; 2024Q4: 62,368 shares; 2025Q1: 50,296 shares; 2025Q2: 46,808 shares; 2025Q3: 43,827 shares; 2025Q4: 38,017 shares 38,017 $76.6M 0.21% -5,810 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 136,597 shares; 2024Q4: 129,902 shares; 2025Q1: 119,187 shares; 2025Q2: 111,016 shares; 2025Q3: 130,199 shares; 2025Q4: 113,107 shares 113,107 $76.5M 0.21% -17,092 Timeline DFH DREAM FINDERS HOMES INC More: the full row for DREAM FINDERS HOMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,415,182 shares; 2024Q4: 6,009,774 shares; 2025Q1: 6,000,249 shares; 2025Q2: 5,923,893 shares; 2025Q3: 5,310,374 shares; 2025Q4: 4,424,576 shares 4,424,576 $75.7M 0.2% -885,798 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: 64,409 shares; 2024Q4: 62,660 shares; 2025Q1: 59,322 shares; 2025Q2: 857,645 shares; 2025Q3: 846,662 shares; 2025Q4: 821,351 shares 821,351 $74.9M 0.2% -25,311 Timeline FIZZ NATIONAL BEVERAGE CORP More: the full row for NATIONAL BEVERAGE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,597,138 shares; 2024Q4: 2,565,642 shares; 2025Q1: 2,591,933 shares; 2025Q2: 2,579,032 shares; 2025Q3: 2,487,638 shares; 2025Q4: 2,314,776 shares 2,314,776 $73.8M 0.2% -172,862 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: 265,588 shares; 2024Q4: 249,829 shares; 2025Q1: 243,184 shares; 2025Q2: 230,616 shares; 2025Q3: 249,673 shares; 2025Q4: 254,071 shares 254,071 $69.1M 0.19% +4,398 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: 463,175 shares; 2024Q4: 452,923 shares; 2025Q1: 421,958 shares; 2025Q2: 406,733 shares; 2025Q3: 402,115 shares; 2025Q4: 391,209 shares 391,209 $63M 0.17% -10,906 Timeline KFRC KFORCE INC More: the full row for KFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,407,306 shares; 2024Q4: 2,261,972 shares; 2025Q1: 2,271,022 shares; 2025Q2: 2,227,247 shares; 2025Q3: 2,230,117 shares; 2025Q4: 1,979,652 shares 1,979,652 $61.2M 0.16% -250,465 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,382 shares; 2024Q4: 108,365 shares; 2025Q1: 113,115 shares; 2025Q2: 110,951 shares; 2025Q3: 130,555 shares; 2025Q4: 123,959 shares 123,959 $59.9M 0.16% -6,596 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 158,774 shares; 2024Q4: 419,485 shares; 2025Q1: 352,385 shares; 2025Q2: 351,930 shares; 2025Q3: 409,596 shares; 2025Q4: 608,409 shares 608,409 $58.6M 0.16% +198,813 Timeline CELH CELSIUS HLDGS INC More: the full row for CELSIUS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,383,660 shares; 2024Q4: 2,682,225 shares; 2025Q1: 2,517,145 shares; 2025Q2: 2,185,587 shares; 2025Q3: 1,443,574 shares; 2025Q4: 1,276,403 shares 1,276,403 $58.4M 0.16% -167,171 Timeline RVLV REVOLVE GROUP INC More: the full row for REVOLVE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,405,703 shares; 2024Q4: 4,949,961 shares; 2025Q1: 4,669,682 shares; 2025Q2: 5,938,303 shares; 2025Q3: 4,407,574 shares; 2025Q4: 1,827,138 shares 1,827,138 $55.2M 0.15% -2,580,436 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: 159,127 shares; 2024Q4: 158,789 shares; 2025Q1: 165,256 shares; 2025Q2: 166,458 shares; 2025Q3: 148,883 shares; 2025Q4: 159,142 shares 159,142 $55.1M 0.15% +10,259 Timeline HQY HEALTHEQUITY INC More: the full row for HEALTHEQUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 569,164 shares; 2024Q4: 772,781 shares; 2025Q1: 725,551 shares; 2025Q2: 686,672 shares; 2025Q3: 652,246 shares; 2025Q4: 580,074 shares 580,074 $53.1M 0.14% -72,172 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 151,988 shares; 2024Q4: 145,698 shares; 2025Q1: 252,690 shares; 2025Q2: 246,266 shares; 2025Q3: 243,183 shares; 2025Q4: 238,401 shares 238,401 $52.3M 0.14% -4,782 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: 199,409 shares; 2024Q4: 194,421 shares; 2025Q1: 181,288 shares; 2025Q2: 173,928 shares; 2025Q3: 172,244 shares; 2025Q4: 167,391 shares 167,391 $51.9M 0.14% -4,853 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: 257,237 shares; 2024Q4: 254,520 shares; 2025Q1: 250,325 shares; 2025Q2: 249,438 shares; 2025Q3: 250,414 shares; 2025Q4: 241,766 shares 241,766 $50.5M 0.14% -8,648 Timeline NRC NRC HEALTH More: the full row for NRC HEALTH Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,059,576 shares; 2024Q4: 3,033,427 shares; 2025Q1: 3,024,509 shares; 2025Q2: 2,986,725 shares; 2025Q3: 2,750,558 shares; 2025Q4: 2,657,828 shares 2,657,828 $49.9M 0.13% -92,730 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: 63,546 shares; 2024Q4: 61,663 shares; 2025Q1: 57,458 shares; 2025Q2: 55,251 shares; 2025Q3: 55,010 shares; 2025Q4: 532,059 shares 532,059 $49.9M 0.13% +477,049 Timeline BMI BADGER METER INC More: the full row for BADGER METER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 287,807 shares; 2024Q4: 286,830 shares; 2025Q1: 291,637 shares; 2025Q2: 289,565 shares; 2025Q3: 287,646 shares; 2025Q4: 280,557 shares 280,557 $48.9M 0.13% -7,089 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: 724,211 shares; 2024Q4: 699,015 shares; 2025Q1: 652,722 shares; 2025Q2: 627,206 shares; 2025Q3: 614,317 shares; 2025Q4: 596,659 shares 596,659 $48.8M 0.13% -17,658 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: 147,231 shares; 2024Q4: 160,811 shares; 2025Q1: 155,109 shares; 2025Q2: 164,434 shares; 2025Q3: 155,871 shares; 2025Q4: 152,154 shares 152,154 $47.6M 0.13% -3,717 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: 93,191 shares; 2024Q4: 129,214 shares; 2025Q1: 363,949 shares; 2025Q2: 367,877 shares; 2025Q3: 377,615 shares; 2025Q4: 375,356 shares 375,356 $47.5M 0.13% -2,259 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: 229,563 shares; 2024Q4: 222,998 shares; 2025Q1: 207,230 shares; 2025Q2: 198,961 shares; 2025Q3: 196,246 shares; 2025Q4: 190,921 shares 190,921 $43.5M 0.12% -5,325 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 176,993 shares; 2024Q4: 177,719 shares; 2025Q1: 171,392 shares; 2025Q2: 171,217 shares; 2025Q3: 160,870 shares; 2025Q4: 170,675 shares 170,675 $43.2M 0.12% +9,805 Timeline CSGP COSTAR GROUP INC More: the full row for COSTAR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 948,782 shares; 2024Q4: 907,848 shares; 2025Q1: 832,539 shares; 2025Q2: 782,686 shares; 2025Q3: 741,641 shares; 2025Q4: 635,720 shares 635,720 $42.7M 0.11% -105,921 Timeline FTS FORTIS INC More: the full row for FORTIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 866,167 shares; 2024Q4: 849,953 shares; 2025Q1: 834,165 shares; 2025Q2: 840,287 shares; 2025Q3: 833,797 shares; 2025Q4: 807,749 shares 807,749 $42M 0.11% -26,048 Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,362,255 shares; 2024Q4: 1,292,728 shares; 2025Q1: 1,221,951 shares; 2025Q2: 1,270,925 shares; 2025Q3: 1,322,414 shares; 2025Q4: 1,092,312 shares 1,092,312 $41.5M 0.11% -230,102 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: 523,179 shares; 2024Q4: 522,045 shares; 2025Q1: 530,912 shares; 2025Q2: 501,018 shares; 2025Q3: 494,253 shares; 2025Q4: 482,080 shares 482,080 $41.3M 0.11% -12,173 Timeline AIN ALBANY INTL CORP More: the full row for ALBANY INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 973,020 shares; 2024Q4: 948,262 shares; 2025Q1: 961,513 shares; 2025Q2: 944,313 shares; 2025Q3: 899,304 shares; 2025Q4: 806,582 shares 806,582 $40.9M 0.11% -92,722 Timeline MORN MORNINGSTAR INC More: the full row for MORNINGSTAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,043,082 shares; 2024Q4: 975,193 shares; 2025Q1: 910,156 shares; 2025Q2: 848,569 shares; 2025Q3: 765,463 shares; 2025Q4: 187,931 shares 187,931 $40.8M 0.11% -577,532 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: 152,320 shares; 2024Q4: 145,732 shares; 2025Q1: 138,025 shares; 2025Q2: 185,399 shares; 2025Q3: 182,581 shares; 2025Q4: 178,394 shares 178,394 $40.8M 0.11% -4,187 Timeline MDLN MEDLINE INC More: the full row for MEDLINE 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: 946,237 shares 946,237 $39.7M 0.11% new 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: 55,435 shares; 2024Q4: 53,884 shares; 2025Q1: 82,205 shares; 2025Q2: 79,305 shares; 2025Q3: 78,168 shares; 2025Q4: 75,798 shares 75,798 $39.6M 0.11% -2,370 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: 161,915 shares; 2024Q4: 121,809 shares; 2025Q1: 107,249 shares; 2025Q2: 102,116 shares; 2025Q3: 85,158 shares; 2025Q4: 132,914 shares 132,914 $39.4M 0.11% +47,756 Timeline TOST TOAST INC More: the full row for TOAST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,171,601 shares; 2024Q4: 1,101,590 shares; 2025Q1: 1,011,440 shares; 2025Q2: 927,427 shares; 2025Q3: 847,048 shares; 2025Q4: 1,103,561 shares 1,103,561 $39.2M 0.11% +256,513 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: not reported; 2024Q4: 86,900 shares; 2025Q1: 251,417 shares; 2025Q2: 322,976 shares; 2025Q3: 387,908 shares; 2025Q4: 641,441 shares 641,441 $39M 0.1% +253,533 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: 60 shares; 2024Q4: 100 shares; 2025Q1: 60 shares; 2025Q2: 251,320 shares; 2025Q3: 346,799 shares; 2025Q4: 334,565 shares 334,565 $38.8M 0.1% -12,234 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: 11,630 shares; 2024Q4: 13,661 shares; 2025Q1: 193,511 shares; 2025Q2: 180,239 shares; 2025Q3: 167,077 shares; 2025Q4: 134,760 shares 134,760 $38.3M 0.1% -32,317 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: 50,417 shares; 2025Q4: 40,823 shares 40,823 $38.1M 0.1% -9,594 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: 82,414 shares; 2024Q4: 82,578 shares; 2025Q1: 77,197 shares; 2025Q2: 74,231 shares; 2025Q3: 71,543 shares; 2025Q4: 66,841 shares 66,841 $37.9M 0.1% -4,702 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: 33,629 shares; 2024Q4: 32,683 shares; 2025Q1: 53,281 shares; 2025Q2: 52,631 shares; 2025Q3: 52,566 shares; 2025Q4: 245,970 shares 245,970 $37.7M 0.1% +193,404 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 103,195 shares; 2024Q4: 109,096 shares; 2025Q1: 109,177 shares; 2025Q2: 97,680 shares; 2025Q3: 99,108 shares; 2025Q4: 93,589 shares 93,589 $36.4M 0.1% -5,519 Timeline ONON ON HLDG AG More: the full row for ON HLDG AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,240,337 shares; 2024Q4: 1,172,134 shares; 2025Q1: 1,075,752 shares; 2025Q2: 987,121 shares; 2025Q3: 904,475 shares; 2025Q4: 728,871 shares 728,871 $33.9M 0.09% -175,604 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: 314,561 shares; 2024Q4: 321,290 shares; 2025Q1: 274,601 shares; 2025Q2: 262,971 shares; 2025Q3: 178,099 shares; 2025Q4: 171,189 shares 171,189 $33.4M 0.09% -6,910 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: 55,376 shares; 2024Q4: 56,551 shares; 2025Q1: 58,188 shares; 2025Q2: 52,057 shares; 2025Q3: 57,767 shares; 2025Q4: 69,916 shares 69,916 $33.1M 0.09% +12,149 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: 201,920 shares; 2024Q4: 227,502 shares; 2025Q1: 224,645 shares; 2025Q2: 221,240 shares; 2025Q3: 224,028 shares; 2025Q4: 214,810 shares 214,810 $33M 0.09% -9,218 Timeline GLBE GLOBAL E ONLINE LTD More: the full row for GLOBAL E ONLINE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,588,444 shares; 2024Q4: 1,519,546 shares; 2025Q1: 1,203,812 shares; 2025Q2: 1,108,719 shares; 2025Q3: 1,024,196 shares; 2025Q4: 834,934 shares 834,934 $32.8M 0.09% -189,262 Timeline IRMD IRADIMED CORP More: the full row for IRADIMED 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: 333,229 shares 333,229 $32.4M 0.09% new Timeline PSMT PRICESMART INC More: the full row for PRICESMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 447,355 shares; 2024Q4: 439,811 shares; 2025Q1: 397,825 shares; 2025Q2: 362,921 shares; 2025Q3: 321,741 shares; 2025Q4: 259,629 shares 259,629 $31.8M 0.09% -62,112 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: 129,941 shares; 2024Q4: 203,737 shares; 2025Q1: 181,347 shares; 2025Q2: 197,805 shares; 2025Q3: 205,861 shares; 2025Q4: 331,267 shares 331,267 $31.8M 0.09% +125,406 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: 117,150 shares; 2024Q4: 128,061 shares; 2025Q1: 129,412 shares; 2025Q2: 126,545 shares; 2025Q3: 140,844 shares; 2025Q4: 142,318 shares 142,318 $31.3M 0.08% +1,474 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,230 shares; 2024Q4: 138,188 shares; 2025Q1: 41,323 shares; 2025Q2: 54,607 shares; 2025Q3: 27,561 shares; 2025Q4: 148,113 shares 148,113 $31.1M 0.08% +120,552 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 178,321 shares; 2024Q4: 173,342 shares; 2025Q1: 161,034 shares; 2025Q2: 154,223 shares; 2025Q3: 150,406 shares; 2025Q4: 144,995 shares 144,995 $31.1M 0.08% -5,411 Timeline BLD TOPBUILD COR More: the full row for TOPBUILD COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,330 shares; 2024Q4: 65,517 shares; 2025Q1: 62,031 shares; 2025Q2: 57,272 shares; 2025Q3: 91,674 shares; 2025Q4: 74,227 shares 74,227 $31M 0.08% -17,447 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: 60,804 shares; 2024Q4: 67,872 shares; 2025Q1: 67,971 shares; 2025Q2: 71,816 shares; 2025Q3: 73,266 shares; 2025Q4: 71,514 shares 71,514 $30.5M 0.08% -1,752 Timeline CSM PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 780,485 shares; 2024Q4: 779,564 shares; 2025Q1: 776,698 shares; 2025Q2: 397,971 shares; 2025Q3: 396,271 shares; 2025Q4: 380,400 shares 380,400 $30.3M 0.08% -15,871 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 140,015 shares; 2024Q4: 136,087 shares; 2025Q1: 126,325 shares; 2025Q2: 121,270 shares; 2025Q3: 117,708 shares; 2025Q4: 114,523 shares 114,523 $30.1M 0.08% -3,185 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: 223,631 shares; 2024Q4: 240,484 shares; 2025Q1: 231,933 shares; 2025Q2: 225,038 shares; 2025Q3: 242,889 shares; 2025Q4: 161,520 shares 161,520 $30M 0.08% -81,369 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: 107,041 shares; 2024Q4: 106,323 shares; 2025Q1: 105,863 shares; 2025Q2: 104,456 shares; 2025Q3: 104,765 shares; 2025Q4: 102,418 shares 102,418 $29.7M 0.08% -2,347 Timeline IUSG 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: 87,983 shares; 2024Q4: 94,848 shares; 2025Q1: 88,983 shares; 2025Q2: 91,829 shares; 2025Q3: 89,550 shares; 2025Q4: 175,299 shares 175,299 $29.4M 0.08% +85,749 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: 138,284 shares; 2024Q4: 133,900 shares; 2025Q1: 129,935 shares; 2025Q2: 131,942 shares; 2025Q3: 124,040 shares; 2025Q4: 122,107 shares 122,107 $27.9M 0.07% -1,933 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: 324,718 shares; 2024Q4: 310,845 shares; 2025Q1: 282,131 shares; 2025Q2: 258,742 shares; 2025Q3: 238,489 shares; 2025Q4: 192,409 shares 192,409 $26.2M 0.07% -46,080 Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 112,955 shares; 2025Q4: 113,423 shares 113,423 $26.1M 0.07% +468 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: 64,606 shares; 2024Q4: 72,427 shares; 2025Q1: 73,146 shares; 2025Q2: 73,213 shares; 2025Q3: 80,029 shares; 2025Q4: 81,778 shares 81,778 $26M 0.07% +1,749 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: 26,141 shares; 2025Q1: 25,959 shares; 2025Q2: 25,429 shares; 2025Q3: 25,258 shares; 2025Q4: 24,310 shares 24,310 $26M 0.07% -948 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 135,528 shares; 2024Q4: 131,535 shares; 2025Q1: 756,270 shares; 2025Q2: 1,012,315 shares; 2025Q3: 971,579 shares; 2025Q4: 654,077 shares 654,077 $25.6M 0.07% -317,502 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: 111,482 shares; 2024Q4: 108,708 shares; 2025Q1: 98,721 shares; 2025Q2: 89,970 shares; 2025Q3: 77,033 shares; 2025Q4: 74,411 shares 74,411 $25.6M 0.07% -2,622 Timeline PTC PTC INC More: the full row for PTC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 243,655 shares; 2024Q4: 234,788 shares; 2025Q1: 209,528 shares; 2025Q2: 194,336 shares; 2025Q3: 179,129 shares; 2025Q4: 144,282 shares 144,282 $25.1M 0.07% -34,847 Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,308 shares; 2024Q4: 47,526 shares; 2025Q1: 49,355 shares; 2025Q2: 48,933 shares; 2025Q3: 48,754 shares; 2025Q4: 46,850 shares 46,850 $25M 0.07% -1,904 Timeline SDHC SMITH DOUGLAS HOMES CORP More: the full row for SMITH DOUGLAS HOMES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,833,821 shares; 2024Q4: 1,803,065 shares; 2025Q1: 1,797,091 shares; 2025Q2: 1,603,636 shares; 2025Q3: 1,252,081 shares; 2025Q4: 1,469,003 shares 1,469,003 $24.6M 0.07% +216,922 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES 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: not reported; 2025Q4: 376,205 shares 376,205 $24.6M 0.07% new Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,330 shares; 2024Q4: 95,615 shares; 2025Q1: 98,148 shares; 2025Q2: 98,849 shares; 2025Q3: 97,728 shares; 2025Q4: 93,150 shares 93,150 $23.6M 0.06% -4,578 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,398 shares; 2024Q4: 77,564 shares; 2025Q1: 49,982 shares; 2025Q2: 37,992 shares; 2025Q3: 37,318 shares; 2025Q4: 169,470 shares 169,470 $23.2M 0.06% +132,152 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: 21,354 shares; 2024Q4: 32,882 shares; 2025Q1: 52,642 shares; 2025Q2: 40,428 shares; 2025Q3: 38,397 shares; 2025Q4: 339,177 shares 339,177 $22.7M 0.06% +300,780 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: 90,525 shares; 2024Q4: 88,765 shares; 2025Q1: 90,102 shares; 2025Q2: 88,095 shares; 2025Q3: 86,524 shares; 2025Q4: 82,607 shares 82,607 $22.4M 0.06% -3,917 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,864 shares; 2024Q4: 62,403 shares; 2025Q1: 63,986 shares; 2025Q2: 61,385 shares; 2025Q3: 79,410 shares; 2025Q4: 77,574 shares 77,574 $22.1M 0.06% -1,836 Timeline TBBB BBB FOODS INC More: the full row for BBB FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 301,684 shares; 2024Q4: 258,503 shares; 2025Q1: 366,508 shares; 2025Q2: 366,954 shares; 2025Q3: 464,366 shares; 2025Q4: 645,741 shares 645,741 $21.6M 0.06% +181,375 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,288 shares; 2024Q4: 50,576 shares; 2025Q1: 50,314 shares; 2025Q2: 43,738 shares; 2025Q3: 43,824 shares; 2025Q4: 42,116 shares 42,116 $21.5M 0.06% -1,708 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: 40,475 shares; 2024Q4: 42,128 shares; 2025Q1: 36,476 shares; 2025Q2: 36,651 shares; 2025Q3: 36,958 shares; 2025Q4: 37,496 shares 37,496 $21.4M 0.06% +538 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,989 shares; 2024Q4: 45,473 shares; 2025Q1: 45,164 shares; 2025Q2: 44,927 shares; 2025Q3: 44,723 shares; 2025Q4: 45,581 shares 45,581 $20.7M 0.06% +858 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: 24,106 shares; 2024Q4: 23,826 shares; 2025Q1: 30,083 shares; 2025Q2: 30,108 shares; 2025Q3: 76,157 shares; 2025Q4: 63,730 shares 63,730 $20.7M 0.06% -12,427 Timeline VERX VERTEX INC More: the full row for VERTEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,158,849 shares; 2025Q1: 1,531,939 shares; 2025Q2: 1,417,897 shares; 2025Q3: 1,301,044 shares; 2025Q4: 1,005,095 shares 1,005,095 $20.1M 0.05% -295,949 Timeline LMAT LEMAITRE VASCULAR INC More: the full row for LEMAITRE VASCULAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 194,540 shares; 2024Q4: 193,085 shares; 2025Q1: 192,904 shares; 2025Q2: 242,996 shares; 2025Q3: 241,936 shares; 2025Q4: 246,783 shares 246,783 $20M 0.05% +4,847 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: 25,023 shares; 2024Q4: 26,272 shares; 2025Q1: 27,747 shares; 2025Q2: 25,790 shares; 2025Q3: 19,108 shares; 2025Q4: 16,454 shares 16,454 $20M 0.05% -2,654 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 510,388 shares; 2024Q4: 458,743 shares; 2025Q1: 442,143 shares; 2025Q2: 324,098 shares; 2025Q3: 319,465 shares; 2025Q4: 309,049 shares 309,049 $19.7M 0.05% -10,416 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: 37,284 shares; 2025Q2: 37,202 shares; 2025Q3: 36,705 shares; 2025Q4: 35,247 shares 35,247 $19.5M 0.05% -1,458 Timeline OFLX OMEGA FLEX INC More: the full row for OMEGA FLEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,050,774 shares; 2024Q4: 1,075,240 shares; 2025Q1: 1,005,985 shares; 2025Q2: 902,827 shares; 2025Q3: 820,732 shares; 2025Q4: 659,684 shares 659,684 $19.4M 0.05% -161,048 Timeline DSGX DESCARTES SYS GROUP INC More: the full row for DESCARTES SYS 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: 165,950 shares; 2025Q2: 165,146 shares; 2025Q3: 164,356 shares; 2025Q4: 218,572 shares 218,572 $19.2M 0.05% +54,216 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 378,483 shares; 2024Q4: 370,375 shares; 2025Q1: 367,163 shares; 2025Q2: 374,677 shares; 2025Q3: 359,124 shares; 2025Q4: 355,087 shares 355,087 $18.8M 0.05% -4,037 Timeline USFR 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: 453,972 shares; 2024Q4: 399,549 shares; 2025Q1: 443,379 shares; 2025Q2: 508,939 shares; 2025Q3: 489,129 shares; 2025Q4: 369,789 shares 369,789 $18.6M 0.05% -119,340 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: 253,301 shares; 2024Q4: 252,091 shares; 2025Q1: 249,328 shares; 2025Q2: 227,075 shares; 2025Q3: 230,748 shares; 2025Q4: 240,909 shares 240,909 $18.6M 0.05% +10,161 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: 59,459 shares; 2024Q4: 57,482 shares; 2025Q1: 57,500 shares; 2025Q2: 55,885 shares; 2025Q3: 55,069 shares; 2025Q4: 52,946 shares 52,946 $17.8M 0.05% -2,123 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: 510,073 shares; 2024Q4: 407,763 shares; 2025Q1: 421,462 shares; 2025Q2: 427,713 shares; 2025Q3: 427,586 shares; 2025Q4: 427,514 shares 427,514 $17.4M 0.05% -72 Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,831,763 shares; 2024Q4: 1,769,937 shares; 2025Q1: 1,772,748 shares; 2025Q2: 1,722,686 shares; 2025Q3: 1,716,838 shares; 2025Q4: 1,626,326 shares 1,626,326 $16.4M 0.04% -90,512 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: 181,508 shares; 2024Q4: 246,350 shares; 2025Q1: 229,217 shares; 2025Q2: 213,903 shares; 2025Q3: 201,193 shares; 2025Q4: 102,332 shares 102,332 $16.3M 0.04% -98,861 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: 771 shares; 2024Q4: 19,873 shares; 2025Q1: 40,023 shares; 2025Q2: 43,923 shares; 2025Q3: 60,190 shares; 2025Q4: 63,441 shares 63,441 $16.3M 0.04% +3,251 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: 109,312 shares; 2024Q4: 104,441 shares; 2025Q1: 97,962 shares; 2025Q2: 98,058 shares; 2025Q3: 104,171 shares; 2025Q4: 113,573 shares 113,573 $16.3M 0.04% +9,402 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: 18,224 shares; 2024Q4: 18,075 shares; 2025Q1: 17,938 shares; 2025Q2: 19,108 shares; 2025Q3: 17,924 shares; 2025Q4: 43,459 shares 43,459 $16.2M 0.04% +25,535 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: 150,432 shares; 2024Q4: 157,935 shares; 2025Q1: 160,706 shares; 2025Q2: 160,136 shares; 2025Q3: 148,789 shares; 2025Q4: 150,621 shares 150,621 $15.4M 0.04% +1,832 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: 39,409 shares; 2024Q4: 75,884 shares; 2025Q1: 113,601 shares; 2025Q2: 125,401 shares; 2025Q3: 135,726 shares; 2025Q4: 137,191 shares 137,191 $15.3M 0.04% +1,465 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 182,506 shares; 2024Q4: 181,821 shares; 2025Q1: 175,832 shares; 2025Q2: 180,809 shares; 2025Q3: 181,861 shares; 2025Q4: 171,194 shares 171,194 $14.9M 0.04% -10,667 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,715 shares; 2024Q4: 53,739 shares; 2025Q1: 56,123 shares; 2025Q2: 56,623 shares; 2025Q3: 56,572 shares; 2025Q4: 76,295 shares 76,295 $14.6M 0.04% +19,723 Timeline MUSA MURPHY USA INC More: the full row for MURPHY USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,507 shares; 2024Q4: 55,485 shares; 2025Q1: 49,762 shares; 2025Q2: 129 shares; 2025Q3: 37,103 shares; 2025Q4: 35,849 shares 35,849 $14.5M 0.04% -1,254 Timeline GNTX GENTEX CORP More: the full row for GENTEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 569,710 shares; 2024Q4: 558,158 shares; 2025Q1: 629,425 shares; 2025Q2: 635,742 shares; 2025Q3: 669,418 shares; 2025Q4: 616,575 shares 616,575 $14.3M 0.04% -52,843 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: 68,739 shares; 2024Q4: 70,488 shares; 2025Q1: 65,234 shares; 2025Q2: 67,963 shares; 2025Q3: 62,711 shares; 2025Q4: 39,730 shares 39,730 $14M 0.04% -22,981 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: 26,753 shares; 2024Q4: 23,291 shares; 2025Q1: 19,872 shares; 2025Q2: 145,319 shares; 2025Q3: 143,856 shares; 2025Q4: 141,760 shares 141,760 $13.6M 0.04% -2,096 Timeline FRPT FRESHPET INC More: the full row for FRESHPET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 374,077 shares; 2024Q4: 357,593 shares; 2025Q1: 323,943 shares; 2025Q2: 296,764 shares; 2025Q3: 272,427 shares; 2025Q4: 217,756 shares 217,756 $13.3M 0.04% -54,671 Timeline CGIE CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,390 shares; 2025Q2: 126,310 shares; 2025Q3: 216,966 shares; 2025Q4: 378,427 shares 378,427 $13.2M 0.04% +161,461 Timeline ESAB ESAB CORPORATION More: the full row for ESAB CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 114,229 shares 114,229 $12.8M 0.03% +114,228 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: 108,723 shares; 2024Q4: 118,700 shares; 2025Q1: 94,138 shares; 2025Q2: 93,903 shares; 2025Q3: 64,659 shares; 2025Q4: 61,445 shares 61,445 $12.7M 0.03% -3,214 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: 110,682 shares; 2024Q4: 301,094 shares; 2025Q1: 196,427 shares; 2025Q2: 98,065 shares; 2025Q3: 87,711 shares; 2025Q4: 189,185 shares 189,185 $12.5M 0.03% +101,474 Timeline KSPI KASPI KZ JSC More: the full row for KASPI KZ JSC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,313 shares; 2024Q4: 41,004 shares; 2025Q1: 37,801 shares; 2025Q2: not reported; 2025Q3: 302 shares; 2025Q4: 157,479 shares 157,479 $12.3M 0.03% +157,177 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: 35,693 shares; 2024Q4: 34,706 shares; 2025Q1: 30,107 shares; 2025Q2: 33,428 shares; 2025Q3: 37,007 shares; 2025Q4: 39,203 shares 39,203 $12M 0.03% +2,196 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: 44,159 shares; 2024Q4: 44,504 shares; 2025Q1: 41,895 shares; 2025Q2: 31,963 shares; 2025Q3: 29,713 shares; 2025Q4: 17,938 shares 17,938 $11.9M 0.03% -11,775 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: 52,422 shares; 2024Q4: 51,483 shares; 2025Q1: 53,125 shares; 2025Q2: 40,443 shares; 2025Q3: 39,194 shares; 2025Q4: 37,540 shares 37,540 $11.8M 0.03% -1,654 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: 172,654 shares; 2024Q4: 162,696 shares; 2025Q1: 165,798 shares; 2025Q2: 165,353 shares; 2025Q3: 166,828 shares; 2025Q4: 160,131 shares 160,131 $11.2M 0.03% -6,697 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: 90,643 shares; 2024Q4: 94,574 shares; 2025Q1: 88,674 shares; 2025Q2: 88,503 shares; 2025Q3: 87,418 shares; 2025Q4: 88,361 shares 88,361 $10.7M 0.03% +943 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: 21,110 shares; 2024Q4: 85,419 shares; 2025Q1: 27,265 shares; 2025Q2: 27,143 shares; 2025Q3: 24,256 shares; 2025Q4: 72,398 shares 72,398 $10.2M 0.03% +48,142 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: 59,063 shares; 2024Q4: 60,223 shares; 2025Q1: 68,245 shares; 2025Q2: 82,139 shares; 2025Q3: 112,387 shares; 2025Q4: 110,097 shares 110,097 $9.39M 0.03% -2,290 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: 19,975 shares; 2024Q4: 17,910 shares; 2025Q1: 66,007 shares; 2025Q2: 113,317 shares; 2025Q3: 113,703 shares; 2025Q4: 74,790 shares 74,790 $9.37M 0.03% -38,913 Timeline FEZ SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,309 shares; 2024Q4: 65,264 shares; 2025Q1: 83,886 shares; 2025Q2: 114,930 shares; 2025Q3: 129,652 shares; 2025Q4: 140,106 shares 140,106 $9.04M 0.02% +10,454 Timeline NVEC NVE CORP More: the full row for NVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 371,835 shares; 2024Q4: 366,689 shares; 2025Q1: 371,752 shares; 2025Q2: 307,737 shares; 2025Q3: 215,397 shares; 2025Q4: 144,212 shares 144,212 $8.56M 0.02% -71,185 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: 18,887 shares; 2024Q4: 17,873 shares; 2025Q1: 17,415 shares; 2025Q2: 16,278 shares; 2025Q3: 15,482 shares; 2025Q4: 14,632 shares 14,632 $8.48M 0.02% -850 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: 66,226 shares; 2024Q4: 66,502 shares; 2025Q1: 66,230 shares; 2025Q2: 69,412 shares; 2025Q3: 68,722 shares; 2025Q4: 72,840 shares 72,840 $8.29M 0.02% +4,118 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: 24,211 shares; 2024Q4: 26,134 shares; 2025Q1: 27,184 shares; 2025Q2: 28,501 shares; 2025Q3: 25,896 shares; 2025Q4: 25,457 shares 25,457 $8.2M 0.02% -439 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,922 shares; 2024Q4: 73,585 shares; 2025Q1: 75,241 shares; 2025Q2: 78,475 shares; 2025Q3: 72,692 shares; 2025Q4: 75,584 shares 75,584 $8.08M 0.02% +2,892 Timeline BZ KANZHUN LIMITED More: the full row for KANZHUN LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,152,265 shares; 2025Q1: 1,157,400 shares; 2025Q2: 1,259,901 shares; 2025Q3: 1,381,718 shares; 2025Q4: 392,401 shares 392,401 $8M 0.02% -989,317 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: 114,053 shares; 2024Q4: 105,927 shares; 2025Q1: 108,589 shares; 2025Q2: 79,130 shares; 2025Q3: 77,559 shares; 2025Q4: 74,609 shares 74,609 $7.85M 0.02% -2,950 Timeline KMID VIRTUS ETF TR II More: the full row for VIRTUS ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 93,263 shares; 2025Q1: 259,805 shares; 2025Q2: 271,112 shares; 2025Q3: 284,607 shares; 2025Q4: 319,995 shares 319,995 $7.79M 0.02% +35,388 Timeline CERT CERTARA INC More: the full row for CERTARA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 805,784 shares; 2024Q4: 784,083 shares; 2025Q1: 1,011,471 shares; 2025Q2: 1,008,510 shares; 2025Q3: 980,845 shares; 2025Q4: 876,762 shares 876,762 $7.72M 0.02% -104,083 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: 13,359 shares; 2024Q4: 14,106 shares; 2025Q1: 13,177 shares; 2025Q2: 13,135 shares; 2025Q3: 9,616 shares; 2025Q4: 9,371 shares 9,371 $7.69M 0.02% -245 Timeline XYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,193 shares; 2024Q4: 89,537 shares; 2025Q1: 258,215 shares; 2025Q2: 292,599 shares; 2025Q3: 302,559 shares; 2025Q4: 185,751 shares 185,751 $7.55M 0.02% -116,808 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,563 shares; 2024Q4: 60,354 shares; 2025Q1: 55,485 shares; 2025Q2: 42,843 shares; 2025Q3: 40,473 shares; 2025Q4: 28,813 shares 28,813 $7.41M 0.02% -11,660 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,091 shares; 2024Q4: 84,965 shares; 2025Q1: 77,952 shares; 2025Q2: 76,081 shares; 2025Q3: 75,860 shares; 2025Q4: 73,890 shares 73,890 $7.38M 0.02% -1,970 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,249 shares; 2024Q4: 67,548 shares; 2025Q1: 65,778 shares; 2025Q2: 66,613 shares; 2025Q3: 74,041 shares; 2025Q4: 71,441 shares 71,441 $7.31M 0.02% -2,600 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,746 shares; 2024Q4: 5,278 shares; 2025Q1: 8,566 shares; 2025Q2: 8,970 shares; 2025Q3: 9,287 shares; 2025Q4: 9,356 shares 9,356 $7.22M 0.02% +69 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: 10,056 shares; 2024Q4: 10,003 shares; 2025Q1: 10,004 shares; 2025Q2: 10,033 shares; 2025Q3: 9,979 shares; 2025Q4: 9,965 shares 9,965 $6.79M 0.02% -14 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: 141,324 shares; 2024Q4: 133,376 shares; 2025Q1: 27,571 shares; 2025Q2: 25,583 shares; 2025Q3: 26,870 shares; 2025Q4: 28,144 shares 28,144 $6.79M 0.02% +1,274 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: 18,470 shares; 2024Q4: 14,216 shares; 2025Q1: 16,065 shares; 2025Q2: 14,235 shares; 2025Q3: 15,353 shares; 2025Q4: 13,756 shares 13,756 $6.19M 0.02% -1,597 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: 8,939 shares; 2024Q4: 15,419 shares; 2025Q1: 15,003 shares; 2025Q2: 15,716 shares; 2025Q3: 17,452 shares; 2025Q4: 16,572 shares 16,572 $5.71M 0.02% -880 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 86,635 shares 86,635 $5.67M 0.02% new Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 167,154 shares; 2024Q4: 170,871 shares; 2025Q1: 181,807 shares; 2025Q2: 167,249 shares; 2025Q3: 159,029 shares; 2025Q4: 140,120 shares 140,120 $5.65M 0.02% -18,909 Timeline CMF 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: 115,493 shares; 2024Q4: 122,710 shares; 2025Q1: 121,670 shares; 2025Q2: 121,015 shares; 2025Q3: 108,081 shares; 2025Q4: 97,601 shares 97,601 $5.59M 0.02% -10,480 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: 100,366 shares; 2024Q4: 97,093 shares; 2025Q1: 77,351 shares; 2025Q2: 30,995 shares; 2025Q3: 38,078 shares; 2025Q4: 31,793 shares 31,793 $5.52M 0.01% -6,285 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,324 shares; 2024Q4: 3,346 shares; 2025Q1: 3,921 shares; 2025Q2: 3,117 shares; 2025Q3: 24,134 shares; 2025Q4: 24,416 shares 24,416 $5.45M 0.01% +282 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,441 shares; 2024Q4: 14,597 shares; 2025Q1: 20,464 shares; 2025Q2: 9,809 shares; 2025Q3: 8,598 shares; 2025Q4: 16,779 shares 16,779 $5.42M 0.01% +8,181 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,598 shares; 2024Q4: 8,377 shares; 2025Q1: 14,354 shares; 2025Q2: 14,809 shares; 2025Q3: 16,647 shares; 2025Q4: 15,148 shares 15,148 $5.3M 0.01% -1,499 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: 13,101 shares; 2024Q4: 12,274 shares; 2025Q1: 12,234 shares; 2025Q2: 12,013 shares; 2025Q3: 11,619 shares; 2025Q4: 11,645 shares 11,645 $5.28M 0.01% +26 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: 77,155 shares; 2024Q4: 85,782 shares; 2025Q1: 89,193 shares; 2025Q2: 106,106 shares; 2025Q3: 96,079 shares; 2025Q4: 94,968 shares 94,968 $5.22M 0.01% -1,111 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: 162 shares; 2024Q4: 201 shares; 2025Q1: 38,033 shares; 2025Q2: 39,445 shares; 2025Q3: 43,990 shares; 2025Q4: 42,545 shares 42,545 $5.22M 0.01% -1,445 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,712 shares; 2024Q4: 35,822 shares; 2025Q1: 33,550 shares; 2025Q2: 34,957 shares; 2025Q3: 29,936 shares; 2025Q4: 29,582 shares 29,582 $5.04M 0.01% -354 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,075 shares; 2024Q4: 56,285 shares; 2025Q1: 54,765 shares; 2025Q2: 113,726 shares; 2025Q3: 126,071 shares; 2025Q4: 120,146 shares 120,146 $4.82M 0.01% -5,925 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: 17,180 shares; 2024Q4: 16,446 shares; 2025Q1: 13,104 shares; 2025Q2: 15,145 shares; 2025Q3: 16,602 shares; 2025Q4: 15,535 shares 15,535 $4.72M 0.01% -1,067 Timeline FONR FONAR CORP More: the full row for FONAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 629,829 shares; 2024Q4: 611,847 shares; 2025Q1: 613,216 shares; 2025Q2: 544,036 shares; 2025Q3: 536,987 shares; 2025Q4: 251,350 shares 251,350 $4.67M 0.01% -285,637 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: 4,013 shares; 2025Q1: 16,625 shares; 2025Q2: 17,741 shares; 2025Q3: 17,408 shares; 2025Q4: 27,145 shares 27,145 $4.65M 0.01% +9,737 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: 46,690 shares; 2024Q4: 44,175 shares; 2025Q1: 43,291 shares; 2025Q2: 17,613 shares; 2025Q3: 15,273 shares; 2025Q4: 14,039 shares 14,039 $4.63M 0.01% -1,234 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,888 shares; 2025Q1: 44,120 shares; 2025Q2: 54,517 shares; 2025Q3: 32,614 shares; 2025Q4: 53,072 shares 53,072 $4.61M 0.01% +20,458 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 129,504 shares; 2024Q4: 124,577 shares; 2025Q1: 117,500 shares; 2025Q2: 110,205 shares; 2025Q3: 11,169 shares; 2025Q4: 10,215 shares 10,215 $4.55M 0.01% -954 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: 159,423 shares; 2024Q4: 61,101 shares; 2025Q1: 61,961 shares; 2025Q2: 64,274 shares; 2025Q3: 55,147 shares; 2025Q4: 53,465 shares 53,465 $4.5M 0.01% -1,682 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: 4,707,565 shares; 2024Q4: 3,088,009 shares; 2025Q1: 54,984 shares; 2025Q2: 21,044 shares; 2025Q3: 21,314 shares; 2025Q4: 23,054 shares 23,054 $4.46M 0.01% +1,740 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: 6,155 shares; 2024Q4: 6,678 shares; 2025Q1: 7,098 shares; 2025Q2: 8,698 shares; 2025Q3: 9,591 shares; 2025Q4: 8,922 shares 8,922 $4.37M 0.01% -669 Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,129 shares; 2024Q4: 50,460 shares; 2025Q1: 46,033 shares; 2025Q2: 34,144 shares; 2025Q3: 31,545 shares; 2025Q4: 3,124 shares 3,124 $4.36M 0.01% -28,421 Timeline GCT GIGACLOUD TECHNOLOGY INC More: the full row for GIGACLOUD TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 127,919 shares; 2024Q4: 126,104 shares; 2025Q1: 143,813 shares; 2025Q2: 149,406 shares; 2025Q3: 81,926 shares; 2025Q4: 108,464 shares 108,464 $4.26M 0.01% +26,538 Timeline EFAV 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: 12,561 shares; 2024Q4: 12,632 shares; 2025Q1: 12,887 shares; 2025Q2: 13,759 shares; 2025Q3: 16,721 shares; 2025Q4: 49,097 shares 49,097 $4.24M 0.01% +32,376 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: 24,440 shares; 2024Q4: 27,689 shares; 2025Q1: 20,073 shares; 2025Q2: 20,641 shares; 2025Q3: 21,273 shares; 2025Q4: 20,240 shares 20,240 $4.04M 0.01% -1,033 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: 35 shares; 2024Q4: 30,219 shares; 2025Q1: 26,979 shares; 2025Q2: 29,260 shares; 2025Q3: 29,252 shares; 2025Q4: 24,714 shares 24,714 $3.97M 0.01% -4,538 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: 22,865 shares; 2024Q4: 19,443 shares; 2025Q1: 17,478 shares; 2025Q2: 12,024 shares; 2025Q3: 12,463 shares; 2025Q4: 11,973 shares 11,973 $3.92M 0.01% -490 Timeline APTV APTIV PLC More: the full row for APTIV PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 34,089 shares; 2025Q1: 69,189 shares; 2025Q2: 73,829 shares; 2025Q3: 60,568 shares; 2025Q4: 51,348 shares 51,348 $3.91M 0.01% -9,220 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: 8,095 shares; 2024Q4: 8,847 shares; 2025Q1: 7,767 shares; 2025Q2: 9,204 shares; 2025Q3: 9,581 shares; 2025Q4: 7,639 shares 7,639 $3.9M 0.01% -1,942 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,384 shares; 2024Q4: 20,283 shares; 2025Q1: 22,031 shares; 2025Q2: 18,936 shares; 2025Q3: 18,906 shares; 2025Q4: 21,044 shares 21,044 $3.87M 0.01% +2,138 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 151,120 shares; 2024Q4: 116,998 shares; 2025Q1: 177,820 shares; 2025Q2: 195,390 shares; 2025Q3: 242,937 shares; 2025Q4: 173,317 shares 173,317 $3.86M 0.01% -69,620 Timeline IGIB 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: 33,497 shares; 2024Q4: 46,319 shares; 2025Q1: 63,685 shares; 2025Q2: 70,615 shares; 2025Q3: 66,303 shares; 2025Q4: 70,414 shares 70,414 $3.79M 0.01% +4,111 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: 9,361 shares; 2024Q4: 9,860 shares; 2025Q1: 8,498 shares; 2025Q2: 11,910 shares; 2025Q3: 8,995 shares; 2025Q4: 8,890 shares 8,890 $3.75M 0.01% -105 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,885 shares; 2024Q4: 15,643 shares; 2025Q1: 29,140 shares; 2025Q2: 31,112 shares; 2025Q3: 31,628 shares; 2025Q4: 25,830 shares 25,830 $3.72M 0.01% -5,798 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,685 shares; 2024Q4: 16,994 shares; 2025Q1: 14,785 shares; 2025Q2: 11,212 shares; 2025Q3: 9,629 shares; 2025Q4: 12,754 shares 12,754 $3.67M 0.01% +3,125 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: 88,641 shares; 2024Q4: 87,238 shares; 2025Q1: 69,614 shares; 2025Q2: 63,417 shares; 2025Q3: 64,229 shares; 2025Q4: 67,432 shares 67,432 $3.62M 0.01% +3,203 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: 1,828 shares; 2024Q4: 2,160 shares; 2025Q1: 2,261 shares; 2025Q2: 1,585 shares; 2025Q3: 1,585 shares; 2025Q4: 29,219 shares 29,219 $3.51M 0.01% +27,634 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: 41,300 shares; 2024Q4: 37,762 shares; 2025Q1: 41,354 shares; 2025Q2: 44,919 shares; 2025Q3: 45,000 shares; 2025Q4: 44,407 shares 44,407 $3.51M 0.01% -593 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: 4,632 shares; 2024Q4: 4,167 shares; 2025Q1: 4,100 shares; 2025Q2: 2,322 shares; 2025Q3: 3,011 shares; 2025Q4: 3,165 shares 3,165 $3.39M 0.01% +154 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 388 shares; 2024Q4: 436 shares; 2025Q1: 396 shares; 2025Q2: 398 shares; 2025Q3: 398 shares; 2025Q4: 8,586 shares 8,586 $3.29M 0.01% +8,188 Timeline LKQ LKQ CORP More: the full row for LKQ CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,894 shares; 2024Q4: 65,680 shares; 2025Q1: 113,585 shares; 2025Q2: 90,821 shares; 2025Q3: 110,502 shares; 2025Q4: 105,182 shares 105,182 $3.18M 0.01% -5,320 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,496 shares; 2024Q4: 26,338 shares; 2025Q1: 25,603 shares; 2025Q2: 26,159 shares; 2025Q3: 29,029 shares; 2025Q4: 28,051 shares 28,051 $3.17M 0.01% -978 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,193 shares; 2024Q4: 17,035 shares; 2025Q1: 20,937 shares; 2025Q2: 22,179 shares; 2025Q3: 34,436 shares; 2025Q4: 33,683 shares 33,683 $3.15M 0.01% -753 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,409 shares; 2024Q4: 52,589 shares; 2025Q1: 26,518 shares; 2025Q2: 27,073 shares; 2025Q3: 25,301 shares; 2025Q4: 35,396 shares 35,396 $3.13M 0.01% +10,095 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: 4,399 shares; 2024Q4: 4,718 shares; 2025Q1: 12,234 shares; 2025Q2: 15,195 shares; 2025Q3: 24,230 shares; 2025Q4: 33,551 shares 33,551 $3.13M 0.01% +9,321 Timeline CCEP COCA-COLA EUROPACIFIC PARTNE More: the full row for COCA-COLA EUROPACIFIC PARTNE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,180 shares; 2024Q4: 41,466 shares; 2025Q1: 38,771 shares; 2025Q2: 40,428 shares; 2025Q3: 34,723 shares; 2025Q4: 34,287 shares 34,287 $3.11M 0.01% -436 Timeline INTA INTAPP INC More: the full row for INTAPP 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: 63,823 shares; 2025Q4: 66,945 shares 66,945 $3.07M 0.01% +3,122 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: 10,665 shares; 2024Q4: 10,770 shares; 2025Q1: 12,647 shares; 2025Q2: 13,357 shares; 2025Q3: 13,308 shares; 2025Q4: 13,212 shares 13,212 $3.06M 0.01% -96 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: 2,213 shares; 2024Q4: 2,231 shares; 2025Q1: 3,659 shares; 2025Q2: 4,152 shares; 2025Q3: 6,269 shares; 2025Q4: 8,187 shares 8,187 $3.03M 0.01% +1,918 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: 41,114 shares; 2024Q4: 44,411 shares; 2025Q1: 49,488 shares; 2025Q2: 51,523 shares; 2025Q3: 51,882 shares; 2025Q4: 50,981 shares 50,981 $2.99M 0.01% -901 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,852 shares; 2024Q4: 54,310 shares; 2025Q1: 51,907 shares; 2025Q2: 50,460 shares; 2025Q3: 47,498 shares; 2025Q4: 44,659 shares 44,659 $2.96M 0.01% -2,839 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: 31,216 shares; 2024Q4: 29,787 shares; 2025Q1: 25,883 shares; 2025Q2: 11,759 shares; 2025Q3: 12,153 shares; 2025Q4: 12,189 shares 12,189 $2.96M 0.01% +36 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: 3,370 shares; 2024Q4: 3,378 shares; 2025Q1: 3,920 shares; 2025Q2: 4,414 shares; 2025Q3: 4,517 shares; 2025Q4: 3,657 shares 3,657 $2.96M 0.01% -860 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: 35,311 shares; 2024Q4: 30,777 shares; 2025Q1: 43,438 shares; 2025Q2: 37,621 shares; 2025Q3: 37,441 shares; 2025Q4: 36,816 shares 36,816 $2.92M 0.01% -625 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: 18,009 shares; 2024Q4: 14,524 shares; 2025Q1: 20,046 shares; 2025Q2: 28,024 shares; 2025Q3: 29,273 shares; 2025Q4: 28,907 shares 28,907 $2.83M 0.01% -366 Timeline IWV 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: 5,789 shares; 2024Q4: 5,801 shares; 2025Q1: 6,122 shares; 2025Q2: 6,065 shares; 2025Q3: 8,754 shares; 2025Q4: 7,273 shares 7,273 $2.81M 0.01% -1,481 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 161,224 shares; 2024Q4: 154,651 shares; 2025Q1: 30,803 shares; 2025Q2: 28,669 shares; 2025Q3: 27,296 shares; 2025Q4: 22,022 shares 22,022 $2.81M 0.01% -5,274 Timeline SAFT SAFETY INS GROUP INC More: the full row for SAFETY INS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,196 shares; 2024Q4: 43,507 shares; 2025Q1: 40,523 shares; 2025Q2: 42,027 shares; 2025Q3: 36,198 shares; 2025Q4: 35,540 shares 35,540 $2.77M 0.01% -658 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: 5,520 shares; 2024Q4: 5,964 shares; 2025Q1: 5,967 shares; 2025Q2: 5,701 shares; 2025Q3: 5,273 shares; 2025Q4: 5,390 shares 5,390 $2.71M 0.01% +117 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,011 shares; 2024Q4: 24,439 shares; 2025Q1: 25,401 shares; 2025Q2: 30,169 shares; 2025Q3: 33,114 shares; 2025Q4: 26,709 shares 26,709 $2.68M 0.01% -6,405 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: 11,641 shares; 2024Q4: 10,359 shares; 2025Q1: 13,281 shares; 2025Q2: 14,300 shares; 2025Q3: 20,891 shares; 2025Q4: 16,279 shares 16,279 $2.65M 0.01% -4,612 Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,388 shares; 2024Q4: 35,851 shares; 2025Q1: 31,101 shares; 2025Q2: 40,426 shares; 2025Q3: 32,943 shares; 2025Q4: 26,704 shares 26,704 $2.64M 0.01% -6,239 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40 shares; 2024Q4: 1,215 shares; 2025Q1: 7,319 shares; 2025Q2: 7,930 shares; 2025Q3: 9,023 shares; 2025Q4: 14,936 shares 14,936 $2.57M 0.01% +5,913 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: 3,637 shares; 2024Q4: 3,637 shares; 2025Q1: 4,096 shares; 2025Q2: 4,123 shares; 2025Q3: 4,124 shares; 2025Q4: 4,053 shares 4,053 $2.54M 0.01% -71 Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 109,187 shares; 2024Q4: 100,128 shares; 2025Q1: 126,099 shares; 2025Q2: 126,106 shares; 2025Q3: 112,227 shares; 2025Q4: 90,258 shares 90,258 $2.53M 0.01% -21,969 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: 6,961 shares; 2024Q4: 6,961 shares; 2025Q1: 6,723 shares; 2025Q2: 7,098 shares; 2025Q3: 6,874 shares; 2025Q4: 7,102 shares 7,102 $2.38M 0.01% +228 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86 shares; 2024Q4: 411 shares; 2025Q1: 3,783 shares; 2025Q2: 4,454 shares; 2025Q3: 7,050 shares; 2025Q4: 10,967 shares 10,967 $2.38M 0.01% +3,917 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6 shares; 2024Q4: 6 shares; 2025Q1: not reported; 2025Q2: 2 shares; 2025Q3: 13,518 shares; 2025Q4: 13,401 shares 13,401 $2.27M 0.01% -117 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: 3 shares; 2024Q4: 3 shares; 2025Q1: 3 shares; 2025Q2: 3 shares; 2025Q3: 3 shares; 2025Q4: 3 shares 3 $2.26M 0.01% 0 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 393 shares; 2024Q4: 393 shares; 2025Q1: 2,296 shares; 2025Q2: 21,876 shares; 2025Q3: 23,274 shares; 2025Q4: 24,560 shares 24,560 $2.26M 0.01% +1,286 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,416 shares; 2024Q4: 14,341 shares; 2025Q1: 16,170 shares; 2025Q2: 18,239 shares; 2025Q3: 18,746 shares; 2025Q4: 15,829 shares 15,829 $2.18M 0.01% -2,917 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 42,557 shares 42,557 $2.11M 0.01% new Timeline MASI MASIMO CORP More: the full row for MASIMO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5 shares; 2024Q4: 5 shares; 2025Q1: 5 shares; 2025Q2: 5 shares; 2025Q3: 16,757 shares; 2025Q4: 15,932 shares 15,932 $2.07M 0.01% -825 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: 3,011 shares; 2024Q4: 3,369 shares; 2025Q1: 3,369 shares; 2025Q2: 3,370 shares; 2025Q3: 3,386 shares; 2025Q4: 3,303 shares 3,303 $2.03M 0.01% -83 Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,466 shares; 2024Q4: 25,462 shares; 2025Q1: 24,681 shares; 2025Q2: 14,997 shares; 2025Q3: 14,972 shares; 2025Q4: 14,714 shares 14,714 $2M 0.01% -258 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,511 shares; 2024Q4: 14,271 shares; 2025Q1: 16,078 shares; 2025Q2: 17,057 shares; 2025Q3: 17,018 shares; 2025Q4: 15,509 shares 15,509 $2M 0.01% -1,509 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: 11,449 shares; 2024Q4: 18,522 shares; 2025Q1: 10,198 shares; 2025Q2: 5,485 shares; 2025Q3: 5,049 shares; 2025Q4: 9,548 shares 9,548 $2M 0.01% +4,499 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: 10 shares; 2024Q4: 1,001 shares; 2025Q1: 5,079 shares; 2025Q2: 5,770 shares; 2025Q3: 13,750 shares; 2025Q4: 23,239 shares 23,239 $1.97M 0.01% +9,489 Timeline LMRI LUMEXA IMAGING HOLDINGS INC More: the full row for LUMEXA IMAGING 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: 105,000 shares 105,000 $1.94M 0.01% new Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,235 shares; 2024Q4: 25,291 shares; 2025Q1: 22,303 shares; 2025Q2: 23,806 shares; 2025Q3: 23,810 shares; 2025Q4: 22,830 shares 22,830 $1.83M <0.01% -980 Timeline WING WINGSTOP INC More: the full row for WINGSTOP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,876 shares; 2025Q2: 2,854 shares; 2025Q3: 6,369 shares; 2025Q4: 7,613 shares 7,613 $1.82M <0.01% +1,244 Timeline NWG NATWEST GROUP PLC More: the full row for NATWEST 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: 8,127 shares; 2025Q2: 84,655 shares; 2025Q3: 97,637 shares; 2025Q4: 102,967 shares 102,967 $1.8M <0.01% +5,330 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43 shares; 2024Q4: 97 shares; 2025Q1: 9,619 shares; 2025Q2: 13,924 shares; 2025Q3: 28,893 shares; 2025Q4: 37,818 shares 37,818 $1.72M <0.01% +8,925 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: 20,580 shares; 2024Q4: 18,016 shares; 2025Q1: 19,793 shares; 2025Q2: 29,577 shares; 2025Q3: 30,165 shares; 2025Q4: 30,298 shares 30,298 $1.72M <0.01% +133 Timeline DB DEUTSCHE BK AG More: the full row for DEUTSCHE BK AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15 shares; 2024Q4: 15 shares; 2025Q1: 4,259 shares; 2025Q2: 35,890 shares; 2025Q3: 41,845 shares; 2025Q4: 44,131 shares 44,131 $1.7M <0.01% +2,286 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,585 shares; 2024Q4: 11,667 shares; 2025Q1: 11,173 shares; 2025Q2: 8,577 shares; 2025Q3: 7,155 shares; 2025Q4: 5,842 shares 5,842 $1.68M <0.01% -1,313 Timeline ICF 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: 34,387 shares; 2024Q4: 33,657 shares; 2025Q1: 33,427 shares; 2025Q2: 31,695 shares; 2025Q3: 28,632 shares; 2025Q4: 27,385 shares 27,385 $1.63M <0.01% -1,247 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: 10,225 shares; 2024Q4: 12,438 shares; 2025Q1: 11,876 shares; 2025Q2: 12,535 shares; 2025Q3: 10,967 shares; 2025Q4: 8,936 shares 8,936 $1.62M <0.01% -2,031 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: 55,131 shares; 2024Q4: 48,683 shares; 2025Q1: 39,338 shares; 2025Q2: 30,092 shares; 2025Q3: 31,009 shares; 2025Q4: 29,895 shares 29,895 $1.6M <0.01% -1,114 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,599 shares; 2024Q4: 5,539 shares; 2025Q1: 5,422 shares; 2025Q2: 5,426 shares; 2025Q3: 5,422 shares; 2025Q4: 5,422 shares 5,422 $1.57M <0.01% 0 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 618,646 shares; 2024Q4: 577,630 shares; 2025Q1: 555,656 shares; 2025Q2: 346,299 shares; 2025Q3: 300,363 shares; 2025Q4: 12,357 shares 12,357 $1.55M <0.01% -288,006 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41 shares; 2024Q4: 205 shares; 2025Q1: 206 shares; 2025Q2: 36,128 shares; 2025Q3: 41,700 shares; 2025Q4: 60,168 shares 60,168 $1.54M <0.01% +18,468 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: 7,115 shares; 2024Q4: 8,691 shares; 2025Q1: 8,353 shares; 2025Q2: 8,145 shares; 2025Q3: 7,217 shares; 2025Q4: 5,875 shares 5,875 $1.54M <0.01% -1,342 Timeline GVI 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: 8,384 shares; 2025Q2: 11,263 shares; 2025Q3: 12,931 shares; 2025Q4: 14,288 shares 14,288 $1.53M <0.01% +1,357 Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,624 shares; 2024Q4: 16,539 shares; 2025Q1: 15,972 shares; 2025Q2: 15,622 shares; 2025Q3: 13,402 shares; 2025Q4: 10,835 shares 10,835 $1.51M <0.01% -2,567 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,258,839 shares; 2024Q4: 1,238,522 shares; 2025Q1: 1,075,653 shares; 2025Q2: 1,068,519 shares; 2025Q3: 1,037,716 shares; 2025Q4: 5,079 shares 5,079 $1.47M <0.01% -1,032,637 Timeline EWM 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: 54,655 shares; 2024Q4: 52,748 shares; 2025Q1: 49,700 shares; 2025Q2: 55,340 shares; 2025Q3: 55,430 shares; 2025Q4: 53,582 shares 53,582 $1.47M <0.01% -1,848 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,114 shares; 2024Q4: 19,719 shares; 2025Q1: 17,745 shares; 2025Q2: 17,951 shares; 2025Q3: 23,858 shares; 2025Q4: 21,806 shares 21,806 $1.46M <0.01% -2,052 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8 shares; 2024Q4: 14 shares; 2025Q1: 1 shares; 2025Q2: 8,971 shares; 2025Q3: 7,656 shares; 2025Q4: 5,591 shares 5,591 $1.45M <0.01% -2,065 Timeline FRT FEDERAL RLTY INVT TR NEW More: the full row for FEDERAL RLTY INVT TR NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,416 shares; 2024Q4: 17,520 shares; 2025Q1: 16,576 shares; 2025Q2: 19,928 shares; 2025Q3: 17,547 shares; 2025Q4: 14,262 shares 14,262 $1.44M <0.01% -3,285 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: 16,637 shares; 2024Q4: 18,437 shares; 2025Q1: 18,437 shares; 2025Q2: 18,437 shares; 2025Q3: 18,437 shares; 2025Q4: 17,369 shares 17,369 $1.41M <0.01% -1,068 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: 1,065 shares; 2024Q4: 376 shares; 2025Q1: 2,526 shares; 2025Q2: 4,725 shares; 2025Q3: 9,729 shares; 2025Q4: 17,363 shares 17,363 $1.39M <0.01% +7,634 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,312 shares; 2024Q4: 3,361 shares; 2025Q1: 3,312 shares; 2025Q2: 29,670 shares; 2025Q3: 26,446 shares; 2025Q4: 24,619 shares 24,619 $1.39M <0.01% -1,827 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,585 shares; 2024Q4: 44,714 shares; 2025Q1: 34,812 shares; 2025Q2: 28,687 shares; 2025Q3: 22,062 shares; 2025Q4: 18,572 shares 18,572 $1.37M <0.01% -3,490 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33 shares; 2024Q4: 33 shares; 2025Q1: 1,103 shares; 2025Q2: 1,401 shares; 2025Q3: 3,307 shares; 2025Q4: 5,213 shares 5,213 $1.35M <0.01% +1,906 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: 2,257 shares; 2024Q4: 2,295 shares; 2025Q1: 4,049 shares; 2025Q2: 4,499 shares; 2025Q3: 5,966 shares; 2025Q4: 7,574 shares 7,574 $1.34M <0.01% +1,608 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: 5,871 shares; 2024Q4: 5,634 shares; 2025Q1: 5,621 shares; 2025Q2: 5,759 shares; 2025Q3: 5,566 shares; 2025Q4: 5,427 shares 5,427 $1.34M <0.01% -139 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: 1,272 shares; 2024Q4: 3,758 shares; 2025Q1: 2,680 shares; 2025Q2: 2,497 shares; 2025Q3: 1,854 shares; 2025Q4: 4,593 shares 4,593 $1.33M <0.01% +2,739 Timeline ELS EQUITY LIFESTYLE PROPERTIES More: the full row for EQUITY LIFESTYLE PROPERTIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,198 shares; 2024Q4: 32,986 shares; 2025Q1: 31,769 shares; 2025Q2: 30,863 shares; 2025Q3: 27,198 shares; 2025Q4: 21,696 shares 21,696 $1.32M <0.01% -5,502 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 653 shares; 2024Q4: 5,711 shares; 2025Q1: 2,745 shares; 2025Q2: 1,505 shares; 2025Q3: 741 shares; 2025Q4: 6,084 shares 6,084 $1.29M <0.01% +5,343 Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,564 shares; 2024Q4: 16,661 shares; 2025Q1: 17,265 shares; 2025Q2: 14,808 shares; 2025Q3: 13,045 shares; 2025Q4: 16,612 shares 16,612 $1.29M <0.01% +3,567 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: 3,130 shares; 2024Q4: 3,130 shares; 2025Q1: 2,829 shares; 2025Q2: 2,829 shares; 2025Q3: 2,673 shares; 2025Q4: 2,613 shares 2,613 $1.27M <0.01% -60 Timeline RYAAY RYANAIR HOLDINGS PLC More: the full row for RYANAIR HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81 shares; 2024Q4: 81 shares; 2025Q1: 1,019 shares; 2025Q2: 10,368 shares; 2025Q3: 12,046 shares; 2025Q4: 17,416 shares 17,416 $1.26M <0.01% +5,370 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: 1,511 shares; 2024Q4: 1,392 shares; 2025Q1: 1,387 shares; 2025Q2: 1,397 shares; 2025Q3: 1,423 shares; 2025Q4: 1,428 shares 1,428 $1.23M <0.01% +5 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: 2,000 shares; 2024Q4: 2,065 shares; 2025Q1: 6,085 shares; 2025Q2: 5,831 shares; 2025Q3: 5,841 shares; 2025Q4: 6,873 shares 6,873 $1.22M <0.01% +1,032 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: 5,645 shares; 2024Q4: 5,645 shares; 2025Q1: 3,764 shares; 2025Q2: 3,061 shares; 2025Q3: 3,061 shares; 2025Q4: 3,061 shares 3,061 $1.21M <0.01% 0 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: 9,900 shares; 2024Q4: 9,510 shares; 2025Q1: 9,025 shares; 2025Q2: 9,080 shares; 2025Q3: 9,052 shares; 2025Q4: 8,774 shares 8,774 $1.21M <0.01% -278 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,812 shares; 2024Q4: 8,250 shares; 2025Q1: 15,528 shares; 2025Q2: 15,015 shares; 2025Q3: 15,338 shares; 2025Q4: 14,337 shares 14,337 $1.2M <0.01% -1,001 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48 shares; 2024Q4: 53 shares; 2025Q1: 588 shares; 2025Q2: 737 shares; 2025Q3: 1,024 shares; 2025Q4: 2,095 shares 2,095 $1.19M <0.01% +1,071 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 344 shares; 2024Q4: 344 shares; 2025Q1: 344 shares; 2025Q2: 40,295 shares; 2025Q3: 47,585 shares; 2025Q4: 50,378 shares 50,378 $1.17M <0.01% +2,793 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,667 shares; 2024Q4: 25,773 shares; 2025Q1: 24,346 shares; 2025Q2: 23,068 shares; 2025Q3: 33,773 shares; 2025Q4: 22,809 shares 22,809 $1.16M <0.01% -10,964 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: 99,916 shares; 2024Q4: 79,097 shares; 2025Q1: 45,682 shares; 2025Q2: 8,173 shares; 2025Q3: 8,089 shares; 2025Q4: 8,078 shares 8,078 $1.16M <0.01% -11 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: 8,052 shares; 2024Q4: 10,544 shares; 2025Q1: 10,228 shares; 2025Q2: 8,927 shares; 2025Q3: 7,942 shares; 2025Q4: 8,214 shares 8,214 $1.16M <0.01% +272 Timeline LYFT LYFT INC More: the full row for LYFT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,142 shares; 2025Q1: 23,748 shares; 2025Q2: 25,961 shares; 2025Q3: 31,757 shares; 2025Q4: 59,204 shares 59,204 $1.15M <0.01% +27,447 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,765 shares; 2024Q4: 15,135 shares; 2025Q1: 14,461 shares; 2025Q2: 14,555 shares; 2025Q3: 14,560 shares; 2025Q4: 14,075 shares 14,075 $1.13M <0.01% -485 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,302 shares; 2024Q4: 1,302 shares; 2025Q1: 1,302 shares; 2025Q2: 1,302 shares; 2025Q3: 1,302 shares; 2025Q4: 3,906 shares 3,906 $1.12M <0.01% +2,604 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,049 shares; 2024Q4: 45,156 shares; 2025Q1: 17,957 shares; 2025Q2: 19,684 shares; 2025Q3: 20,164 shares; 2025Q4: 20,218 shares 20,218 $1.11M <0.01% +54 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,875 shares; 2024Q4: 56,935 shares; 2025Q1: 63,518 shares; 2025Q2: 62,414 shares; 2025Q3: 54,954 shares; 2025Q4: 39,301 shares 39,301 $1.11M <0.01% -15,653 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: 2,192 shares; 2024Q4: 2,050 shares; 2025Q1: 2,050 shares; 2025Q2: 2,050 shares; 2025Q3: 2,050 shares; 2025Q4: 1,460 shares 1,460 $1.1M <0.01% -590 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 960 shares; 2024Q4: 991 shares; 2025Q1: 955 shares; 2025Q2: 1,330 shares; 2025Q3: 3,522 shares; 2025Q4: 7,088 shares 7,088 $1.09M <0.01% +3,566 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,584 shares; 2024Q4: 1,931 shares; 2025Q1: 1,846 shares; 2025Q2: 1,815 shares; 2025Q3: 1,612 shares; 2025Q4: 1,405 shares 1,405 $1.08M <0.01% -207 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,360 shares; 2024Q4: 1,025 shares; 2025Q1: 2,941 shares; 2025Q2: 3,524 shares; 2025Q3: 8,670 shares; 2025Q4: 12,583 shares 12,583 $1.07M <0.01% +3,913 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: 33,417 shares; 2024Q4: 19,387 shares; 2025Q1: 15,160 shares; 2025Q2: 12,621 shares; 2025Q3: 9,775 shares; 2025Q4: 8,305 shares 8,305 $1.07M <0.01% -1,470 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,232 shares; 2024Q4: 10,508 shares; 2025Q1: 13,194 shares; 2025Q2: 9,538 shares; 2025Q3: 8,603 shares; 2025Q4: 6,024 shares 6,024 $1.06M <0.01% -2,579 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,325 shares; 2024Q4: 8,060 shares; 2025Q1: 8,358 shares; 2025Q2: 7,990 shares; 2025Q3: 8,339 shares; 2025Q4: 13,167 shares 13,167 $1.05M <0.01% +4,828 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: 615 shares; 2024Q4: 615 shares; 2025Q1: 615 shares; 2025Q2: 70,918 shares; 2025Q3: 84,508 shares; 2025Q4: 89,588 shares 89,588 $1.05M <0.01% +5,080 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: 1,783 shares; 2024Q4: 290 shares; 2025Q1: 4,817 shares; 2025Q2: 5,211 shares; 2025Q3: 3,631 shares; 2025Q4: 3,644 shares 3,644 $1.04M <0.01% +13 Timeline VSS 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: 10,772 shares; 2024Q4: 10,156 shares; 2025Q1: 7,937 shares; 2025Q2: 7,247 shares; 2025Q3: 7,310 shares; 2025Q4: 7,207 shares 7,207 $1.03M <0.01% -103 Timeline WDS WOODSIDE ENERGY GROUP LTD More: the full row for WOODSIDE ENERGY GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,330 shares; 2024Q4: 31,857 shares; 2025Q1: 44,639 shares; 2025Q2: 68,618 shares; 2025Q3: 68,380 shares; 2025Q4: 66,060 shares 66,060 $1.03M <0.01% -2,320 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: 5,600 shares; 2024Q4: 5,600 shares; 2025Q1: 5,600 shares; 2025Q2: 5,937 shares; 2025Q3: 5,939 shares; 2025Q4: 5,603 shares 5,603 $1.02M <0.01% -336 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: 28,409 shares; 2024Q4: 27,079 shares; 2025Q1: 25,685 shares; 2025Q2: 23,881 shares; 2025Q3: 7,377 shares; 2025Q4: 6,454 shares 6,454 $984K <0.01% -923 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,000 shares; 2024Q4: 5,000 shares; 2025Q1: 5,000 shares; 2025Q2: 5,009 shares; 2025Q3: 5,000 shares; 2025Q4: 5,000 shares 5,000 $976K <0.01% 0 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 756 shares; 2025Q2: 7,996 shares; 2025Q3: 9,251 shares; 2025Q4: 9,732 shares 9,732 $962K <0.01% +481 Timeline SYNA SYNAPTICS INC More: the full row for SYNAPTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 945 shares; 2025Q1: 6,087 shares; 2025Q2: 6,664 shares; 2025Q3: 6,616 shares; 2025Q4: 12,866 shares 12,866 $952K <0.01% +6,250 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: 10,000 shares; 2024Q4: 10,541 shares; 2025Q1: 13,785 shares; 2025Q2: 13,156 shares; 2025Q3: 8,712 shares; 2025Q4: 7,909 shares 7,909 $952K <0.01% -803 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: 105 shares; 2024Q4: 114 shares; 2025Q1: 670 shares; 2025Q2: 962 shares; 2025Q3: 1,646 shares; 2025Q4: 2,027 shares 2,027 $944K <0.01% +381 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: 13,672 shares; 2024Q4: 15,819 shares; 2025Q1: 14,525 shares; 2025Q2: 15,555 shares; 2025Q3: 3,218 shares; 2025Q4: 3,125 shares 3,125 $941K <0.01% -93 Timeline CAPE DOUBLELINE ETF TRUST More: the full row for DOUBLELINE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,864 shares; 2024Q4: 28,871 shares; 2025Q1: 28,824 shares; 2025Q2: 28,845 shares; 2025Q3: 28,870 shares; 2025Q4: 28,932 shares 28,932 $932K <0.01% +62 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: 15,221 shares; 2024Q4: 12,481 shares; 2025Q1: 9,021 shares; 2025Q2: 5,605 shares; 2025Q3: 3,720 shares; 2025Q4: 2,747 shares 2,747 $928K <0.01% -973 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: 636 shares; 2025Q1: 1,979 shares; 2025Q2: 2,995 shares; 2025Q3: 3,449 shares; 2025Q4: 7,081 shares 7,081 $928K <0.01% +3,632 Timeline GDDY GODADDY INC More: the full row for GODADDY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7 shares; 2024Q4: 541 shares; 2025Q1: 2,189 shares; 2025Q2: 2,475 shares; 2025Q3: 4,369 shares; 2025Q4: 7,471 shares 7,471 $927K <0.01% +3,102 Timeline RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 284 shares; 2024Q4: 284 shares; 2025Q1: 2,676 shares; 2025Q2: 25,887 shares; 2025Q3: 29,884 shares; 2025Q4: 22,239 shares 22,239 $899K <0.01% -7,645 Timeline GEN GEN DIGITAL INC More: the full row for GEN DIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,135 shares; 2024Q4: 4,521 shares; 2025Q1: 18,762 shares; 2025Q2: 20,845 shares; 2025Q3: 21,701 shares; 2025Q4: 32,673 shares 32,673 $888K <0.01% +10,972 Timeline SGOV 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: 3,685 shares; 2024Q4: 9,534 shares; 2025Q1: 15,992 shares; 2025Q2: 11,609 shares; 2025Q3: 7,041 shares; 2025Q4: 8,732 shares 8,732 $877K <0.01% +1,691 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 712 shares; 2025Q1: 4,074 shares; 2025Q2: 4,565 shares; 2025Q3: 5,057 shares; 2025Q4: 8,137 shares 8,137 $871K <0.01% +3,080 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: 29,149 shares; 2024Q4: 18,295 shares; 2025Q1: 15,855 shares; 2025Q2: 14,493 shares; 2025Q3: 13,754 shares; 2025Q4: 11,284 shares 11,284 $869K <0.01% -2,470 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,050 shares; 2024Q4: 2,201 shares; 2025Q1: 10,708 shares; 2025Q2: 11,904 shares; 2025Q3: 22,162 shares; 2025Q4: 36,121 shares 36,121 $868K <0.01% +13,959 Timeline TLK TELEKOMUNIKASI IND More: the full row for TELEKOMUNIKASI IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,435 shares; 2024Q4: 27,287 shares; 2025Q1: 33,671 shares; 2025Q2: 42,321 shares; 2025Q3: 42,332 shares; 2025Q4: 40,903 shares 40,903 $861K <0.01% -1,429 Timeline WIX WIX COM LTD More: the full row for WIX COM LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9 shares; 2024Q4: 9 shares; 2025Q1: 9 shares; 2025Q2: 1,158 shares; 2025Q3: 5,610 shares; 2025Q4: 8,195 shares 8,195 $851K <0.01% +2,585 Timeline AMH AMERICAN HOMES 4 RENT More: the full row for AMERICAN HOMES 4 RENT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,671 shares; 2024Q4: 42,204 shares; 2025Q1: 40,760 shares; 2025Q2: 39,466 shares; 2025Q3: 33,732 shares; 2025Q4: 26,453 shares 26,453 $849K <0.01% -7,279 Timeline EEMV 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: 1,327 shares; 2024Q4: 2,326 shares; 2025Q1: 1,327 shares; 2025Q2: 1,327 shares; 2025Q3: 1,422 shares; 2025Q4: 13,152 shares 13,152 $845K <0.01% +11,730 Timeline SMTC SEMTECH CORP More: the full row for SEMTECH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 841 shares; 2025Q1: 4,141 shares; 2025Q2: 4,636 shares; 2025Q3: 6,645 shares; 2025Q4: 11,066 shares 11,066 $815K <0.01% +4,421 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,083 shares; 2024Q4: 10,097 shares; 2025Q1: 6,845 shares; 2025Q2: 7,226 shares; 2025Q3: 6,864 shares; 2025Q4: 8,332 shares 8,332 $807K <0.01% +1,468 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,821 shares; 2024Q4: 9,458 shares; 2025Q1: 11,464 shares; 2025Q2: 19,138 shares; 2025Q3: 10,718 shares; 2025Q4: 10,353 shares 10,353 $801K <0.01% -365 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: 42 shares; 2024Q4: 42 shares; 2025Q1: 1,689 shares; 2025Q2: 2,128 shares; 2025Q3: 2,534 shares; 2025Q4: 3,893 shares 3,893 $798K <0.01% +1,359 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,819 shares; 2024Q4: 26,389 shares; 2025Q1: 26,126 shares; 2025Q2: 21,375 shares; 2025Q3: 18,459 shares; 2025Q4: 14,662 shares 14,662 $789K <0.01% -3,797 Timeline CTRE CARETRUST REIT INC More: the full row for CARETRUST 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: 21,800 shares 21,800 $788K <0.01% new Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,858 shares; 2024Q4: 13,662 shares; 2025Q1: 13,506 shares; 2025Q2: 13,949 shares; 2025Q3: 17,451 shares; 2025Q4: 16,032 shares 16,032 $786K <0.01% -1,419 Timeline LRN STRIDE INC More: the full row for STRIDE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,047 shares 12,047 $782K <0.01% new 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: 5,585 shares; 2024Q4: 4,739 shares; 2025Q1: 3,941 shares; 2025Q2: 8,698 shares; 2025Q3: 8,698 shares; 2025Q4: 8,705 shares 8,705 $777K <0.01% +7 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,937 shares; 2025Q4: 16,935 shares 16,935 $738K <0.01% +998 Timeline HYS PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,008 shares; 2024Q4: 3,065 shares; 2025Q1: 5,890 shares; 2025Q2: 6,467 shares; 2025Q3: 6,079 shares; 2025Q4: 7,365 shares 7,365 $698K <0.01% +1,286 Timeline SMG SCOTTS MIRACLE-GRO CO More: the full row for SCOTTS MIRACLE-GRO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,269,389 shares; 2024Q4: 5,194,451 shares; 2025Q1: 1,861,941 shares; 2025Q2: 18,292 shares; 2025Q3: 14,833 shares; 2025Q4: 11,323 shares 11,323 $661K <0.01% -3,510 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: 19,899 shares; 2024Q4: 18,126 shares; 2025Q1: 12,528 shares; 2025Q2: 8,101 shares; 2025Q3: 5,520 shares; 2025Q4: 4,095 shares 4,095 $657K <0.01% -1,425 Timeline MTCH MATCH GROUP INC NEW More: the full row for MATCH GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5 shares; 2024Q4: 1,517 shares; 2025Q1: 11,415 shares; 2025Q2: 12,595 shares; 2025Q3: 12,254 shares; 2025Q4: 19,964 shares 19,964 $645K <0.01% +7,710 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: 752 shares; 2024Q4: 785 shares; 2025Q1: 533 shares; 2025Q2: 674 shares; 2025Q3: 1,389 shares; 2025Q4: 3,743 shares 3,743 $640K <0.01% +2,354 Timeline ONC BEONE MEDICINES LTD More: the full row for BEONE MEDICINES 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: 155 shares; 2025Q2: 1,635 shares; 2025Q3: 1,984 shares; 2025Q4: 2,106 shares 2,106 $640K <0.01% +122 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: 990 shares; 2024Q4: 1,346 shares; 2025Q1: 2,421 shares; 2025Q2: 2,489 shares; 2025Q3: 2,391 shares; 2025Q4: 2,382 shares 2,382 $631K <0.01% -9 Timeline DAVA ENDAVA PLC More: the full row for ENDAVA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,690,678 shares; 2024Q4: 4,533,111 shares; 2025Q1: 6,198,846 shares; 2025Q2: 6,863,373 shares; 2025Q3: 6,312,443 shares; 2025Q4: 99,381 shares 99,381 $628K <0.01% -6,213,062 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: 6,713 shares; 2024Q4: 6,164 shares; 2025Q1: 5,204 shares; 2025Q2: 5,204 shares; 2025Q3: 3,875 shares; 2025Q4: 3,665 shares 3,665 $619K <0.01% -210 Timeline PINS PINTEREST INC More: the full row for PINTEREST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49 shares; 2024Q4: 746 shares; 2025Q1: 7,032 shares; 2025Q2: 9,891 shares; 2025Q3: 11,880 shares; 2025Q4: 23,827 shares 23,827 $617K <0.01% +11,947 Timeline AEIS ADVANCED ENERGY INDS More: the full row for ADVANCED ENERGY INDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 442 shares; 2025Q1: 2,279 shares; 2025Q2: 2,532 shares; 2025Q3: 1,811 shares; 2025Q4: 2,944 shares 2,944 $616K <0.01% +1,133 Timeline KYN KAYNE ANDERSON ENERGY INFRST More: the full row for KAYNE ANDERSON ENERGY INFRST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,797 shares; 2024Q4: 60,838 shares; 2025Q1: 62,378 shares; 2025Q2: 63,615 shares; 2025Q3: 64,855 shares; 2025Q4: 47,563 shares 47,563 $589K <0.01% -17,292 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: 2,022 shares; 2024Q4: 2,048 shares; 2025Q1: 3,558 shares; 2025Q2: 3,228 shares; 2025Q3: 3,228 shares; 2025Q4: 3,069 shares 3,069 $586K <0.01% -159 Timeline IYH 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: 15,258 shares; 2024Q4: 15,266 shares; 2025Q1: 12,088 shares; 2025Q2: 10,778 shares; 2025Q3: 8,876 shares; 2025Q4: 8,878 shares 8,878 $578K <0.01% +2 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7 shares; 2024Q4: 638 shares; 2025Q1: 462 shares; 2025Q2: 353 shares; 2025Q3: 232 shares; 2025Q4: 169 shares 169 $573K <0.01% -63 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,367 shares; 2024Q4: 12,891 shares; 2025Q1: 12,093 shares; 2025Q2: 12,171 shares; 2025Q3: 12,170 shares; 2025Q4: 11,769 shares 11,769 $570K <0.01% -401 Timeline ICLR ICON PUB LTD CO More: the full row for ICON PUB LTD CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33 shares; 2024Q4: 6 shares; 2025Q1: 6 shares; 2025Q2: 5,764 shares; 2025Q3: 4,493 shares; 2025Q4: 3,124 shares 3,124 $569K <0.01% -1,369 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18 shares; 2024Q4: 18 shares; 2025Q1: 1,201 shares; 2025Q2: 7,939 shares; 2025Q3: 8,396 shares; 2025Q4: 8,868 shares 8,868 $568K <0.01% +472 Timeline CHT CHUNGHWA TELECOM CO LTD More: the full row for CHUNGHWA TELECOM CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,063 shares; 2024Q4: 15,462 shares; 2025Q1: 14,537 shares; 2025Q2: 14,562 shares; 2025Q3: 14,515 shares; 2025Q4: 13,440 shares 13,440 $561K <0.01% -1,075 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,802 shares; 2024Q4: 9,494 shares; 2025Q1: 9,109 shares; 2025Q2: 8,058 shares; 2025Q3: 8,301 shares; 2025Q4: 7,544 shares 7,544 $554K <0.01% -757 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: 5,816 shares; 2024Q4: 9,946 shares; 2025Q1: 8,847 shares; 2025Q2: 8,847 shares; 2025Q3: 8,847 shares; 2025Q4: 8,847 shares 8,847 $552K <0.01% 0 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: 4,458 shares; 2024Q4: 4,458 shares; 2025Q1: 4,458 shares; 2025Q2: 4,458 shares; 2025Q3: 4,458 shares; 2025Q4: 4,437 shares 4,437 $547K <0.01% -21 Timeline SCI SERVICE CORP INTL More: the full row for SERVICE CORP INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,048 shares; 2024Q4: 26,226 shares; 2025Q1: 18,873 shares; 2025Q2: 14,482 shares; 2025Q3: 9,508 shares; 2025Q4: 6,925 shares 6,925 $540K <0.01% -2,583 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25 shares; 2024Q4: 154 shares; 2025Q1: 660 shares; 2025Q2: 743 shares; 2025Q3: 723 shares; 2025Q4: 1,127 shares 1,127 $530K <0.01% +404 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,861 shares; 2024Q4: 2,614 shares; 2025Q1: 2,581 shares; 2025Q2: 2,078 shares; 2025Q3: 2,453 shares; 2025Q4: 2,412 shares 2,412 $517K <0.01% -41 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: 2,834 shares; 2024Q4: 1,900 shares; 2025Q1: 1,373 shares; 2025Q2: 1,051 shares; 2025Q3: 687 shares; 2025Q4: 503 shares 503 $508K <0.01% -184 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 299,899 shares; 2024Q4: 292,374 shares; 2025Q1: 274,034 shares; 2025Q2: 262,619 shares; 2025Q3: 256,815 shares; 2025Q4: 7,739 shares 7,739 $504K <0.01% -249,076 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: 210 shares; 2024Q4: 244 shares; 2025Q1: 2,216 shares; 2025Q2: 6,530 shares; 2025Q3: 11,595 shares; 2025Q4: 9,395 shares 9,395 $496K <0.01% -2,200 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: 329 shares; 2024Q4: 890 shares; 2025Q1: 1,719 shares; 2025Q2: 1,869 shares; 2025Q3: 1,880 shares; 2025Q4: 2,683 shares 2,683 $494K <0.01% +803 Timeline ITOT 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: 2,633 shares; 2024Q4: 2,634 shares; 2025Q1: 3,142 shares; 2025Q2: 3,144 shares; 2025Q3: 3,145 shares; 2025Q4: 3,146 shares 3,146 $468K <0.01% +1 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: 1,517 shares; 2024Q4: 1,517 shares; 2025Q1: 1,517 shares; 2025Q2: 1,521 shares; 2025Q3: 1,521 shares; 2025Q4: 1,525 shares 1,525 $452K <0.01% +4 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29 shares; 2024Q4: 113 shares; 2025Q1: 589 shares; 2025Q2: 658 shares; 2025Q3: 1,314 shares; 2025Q4: 2,148 shares 2,148 $439K <0.01% +834 Timeline VOD VODAFONE GROUP PLC More: the full row for VODAFONE GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,400 shares; 2024Q4: 24,302 shares; 2025Q1: 33,839 shares; 2025Q2: 34,015 shares; 2025Q3: 34,015 shares; 2025Q4: 32,861 shares 32,861 $434K <0.01% -1,154 Timeline SPTM 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: 5,106 shares; 2024Q4: 5,106 shares; 2025Q1: 5,106 shares; 2025Q2: 5,106 shares; 2025Q3: 5,106 shares; 2025Q4: 5,106 shares 5,106 $421K <0.01% 0 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,049 shares; 2024Q4: 2,060 shares; 2025Q1: 2,049 shares; 2025Q2: 2,058 shares; 2025Q3: 2,061 shares; 2025Q4: 2,064 shares 2,064 $420K <0.01% +3 Timeline ZION ZIONS BANCORPORATION NATL AS More: the full row for ZIONS BANCORPORATION NATL AS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25 shares; 2024Q4: 10,025 shares; 2025Q1: 8,525 shares; 2025Q2: 8,349 shares; 2025Q3: 7,023 shares; 2025Q4: 7,023 shares 7,023 $411K <0.01% 0 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30 shares; 2024Q4: 60 shares; 2025Q1: 1,075 shares; 2025Q2: 1,439 shares; 2025Q3: 2,954 shares; 2025Q4: 4,431 shares 4,431 $410K <0.01% +1,477 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,827 shares; 2024Q4: 25,613 shares; 2025Q1: 23,772 shares; 2025Q2: 18,118 shares; 2025Q3: 12,114 shares; 2025Q4: 6,412 shares 6,412 $409K <0.01% -5,702 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: 20 shares; 2024Q4: 32 shares; 2025Q1: 15 shares; 2025Q2: 16 shares; 2025Q3: 22 shares; 2025Q4: 1,752 shares 1,752 $397K <0.01% +1,730 Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34 shares; 2024Q4: 1,056 shares; 2025Q1: 5,285 shares; 2025Q2: 5,908 shares; 2025Q3: 4,647 shares; 2025Q4: 7,314 shares 7,314 $396K <0.01% +2,667 Timeline PHG KONINKLIJKE PHILIPS N V More: the full row for KONINKLIJKE PHILIPS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,999 shares; 2024Q4: 16,287 shares; 2025Q1: 15,431 shares; 2025Q2: 15,555 shares; 2025Q3: 15,555 shares; 2025Q4: 14,560 shares 14,560 $394K <0.01% -995 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,400 shares; 2024Q4: 2,413 shares; 2025Q1: 2,400 shares; 2025Q2: 4,070 shares; 2025Q3: 4,089 shares; 2025Q4: 2,432 shares 2,432 $389K <0.01% -1,657 Timeline RNG RINGCENTRAL INC More: the full row for RINGCENTRAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,402 shares; 2025Q1: 7,080 shares; 2025Q2: 8,061 shares; 2025Q3: 8,042 shares; 2025Q4: 12,730 shares 12,730 $368K <0.01% +4,688 Timeline EWS 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: 15,477 shares; 2024Q4: 14,931 shares; 2025Q1: 14,093 shares; 2025Q2: 14,209 shares; 2025Q3: 14,219 shares; 2025Q4: 13,231 shares 13,231 $365K <0.01% -988 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: 379 shares; 2024Q4: 2,107 shares; 2025Q1: 8,925 shares; 2025Q2: 5,691 shares; 2025Q3: 2,642 shares; 2025Q4: 4,172 shares 4,172 $363K <0.01% +1,530 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,717 shares; 2024Q4: 11,524 shares; 2025Q1: 12,310 shares; 2025Q2: 28,202 shares; 2025Q3: 11,121 shares; 2025Q4: 10,362 shares 10,362 $360K <0.01% -759 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: 348 shares; 2024Q4: 136 shares; 2025Q1: 3,796 shares; 2025Q2: 4,747 shares; 2025Q3: 6,559 shares; 2025Q4: 9,705 shares 9,705 $359K <0.01% +3,146 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: 5,590 shares; 2025Q2: 4,280 shares; 2025Q3: 2,810 shares; 2025Q4: 2,047 shares 2,047 $355K <0.01% -763 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,933 shares; 2024Q4: 5,380 shares; 2025Q1: 3,870 shares; 2025Q2: 3,111 shares; 2025Q3: 2,090 shares; 2025Q4: 1,430 shares 1,430 $353K <0.01% -660 Timeline ADEA ADEIA INC More: the full row for ADEIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,367 shares; 2025Q1: 12,628 shares; 2025Q2: 13,945 shares; 2025Q3: 13,966 shares; 2025Q4: 19,768 shares 19,768 $341K <0.01% +5,802 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,439 shares; 2024Q4: 4,065 shares; 2025Q1: 5,153 shares; 2025Q2: 1,015 shares; 2025Q3: 1,238 shares; 2025Q4: 922 shares 922 $341K <0.01% -316 Timeline FPX 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: 2,050 shares; 2024Q4: 2,050 shares; 2025Q1: 2,050 shares; 2025Q2: 2,050 shares; 2025Q3: 2,050 shares; 2025Q4: 2,050 shares 2,050 $336K <0.01% 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: 1,774 shares; 2024Q4: 1,916 shares; 2025Q1: 1,898 shares; 2025Q2: 3,980 shares; 2025Q3: 3,983 shares; 2025Q4: 1,827 shares 1,827 $335K <0.01% -2,156 Timeline IWY 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: 1,200 shares; 2024Q4: 1,200 shares; 2025Q1: 1,200 shares; 2025Q2: 1,200 shares; 2025Q3: 1,200 shares; 2025Q4: 1,200 shares 1,200 $332K <0.01% 0 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: 2,423 shares; 2024Q4: 2,455 shares; 2025Q1: 2,400 shares; 2025Q2: 2,678 shares; 2025Q3: 2,679 shares; 2025Q4: 2,407 shares 2,407 $319K <0.01% -272 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: 2,574 shares; 2024Q4: 2,601 shares; 2025Q1: 2,574 shares; 2025Q2: 2,865 shares; 2025Q3: 2,872 shares; 2025Q4: 2,707 shares 2,707 $317K <0.01% -165 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,030 shares; 2025Q1: 3,030 shares; 2025Q2: 3,030 shares; 2025Q3: 3,030 shares; 2025Q4: 3,030 shares 3,030 $314K <0.01% 0 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: 172 shares; 2025Q1: 172 shares; 2025Q2: 6,505 shares; 2025Q3: 6,505 shares; 2025Q4: 6,333 shares 6,333 $303K <0.01% -172 Timeline ALC ALCON AG More: the full row for ALCON AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 179,146 shares; 2024Q4: 174,403 shares; 2025Q1: 175,248 shares; 2025Q2: 171,191 shares; 2025Q3: 185,126 shares; 2025Q4: 3,835 shares 3,835 $302K <0.01% -181,291 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: 219,448 shares; 2024Q4: 212,165 shares; 2025Q1: 200,884 shares; 2025Q2: 182,863 shares; 2025Q3: 873 shares; 2025Q4: 2,215 shares 2,215 $301K <0.01% +1,342 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,726 shares; 2024Q4: 67,077 shares; 2025Q1: 9,724 shares; 2025Q2: 7,596 shares; 2025Q3: 5,356 shares; 2025Q4: 3,030 shares 3,030 $301K <0.01% -2,326 Timeline XNTK 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: 1,054 shares; 2024Q4: 1,055 shares; 2025Q1: 1,055 shares; 2025Q2: 1,057 shares; 2025Q3: 1,057 shares; 2025Q4: 1,057 shares 1,057 $294K <0.01% 0 Timeline MTSI MACOM TECH SOLUTIONS HLDGS I More: the full row for MACOM TECH SOLUTIONS HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,700 shares; 2024Q4: 1,700 shares; 2025Q1: 1,700 shares; 2025Q2: 1,700 shares; 2025Q3: 1,700 shares; 2025Q4: 1,700 shares 1,700 $291K <0.01% 0 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: 1,462 shares; 2024Q4: 1,462 shares; 2025Q1: 1,462 shares; 2025Q2: 1,462 shares; 2025Q3: 1,462 shares; 2025Q4: 1,462 shares 1,462 $290K <0.01% 0 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 774 shares; 2024Q4: 775 shares; 2025Q1: 775 shares; 2025Q2: 801 shares; 2025Q3: 801 shares; 2025Q4: 802 shares 802 $289K <0.01% +1 Timeline DFAC 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: 9,640 shares; 2024Q4: 9,640 shares; 2025Q1: 9,640 shares; 2025Q2: 9,640 shares; 2025Q3: 9,640 shares; 2025Q4: 7,299 shares 7,299 $289K <0.01% -2,341 Timeline EUFN 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: 7,683 shares; 2024Q4: 7,683 shares; 2025Q1: 7,683 shares; 2025Q2: 7,683 shares; 2025Q3: 7,683 shares; 2025Q4: 7,683 shares 7,683 $285K <0.01% 0 Timeline BEN FRANKLIN TEMPLETON INC More: the full row for FRANKLIN TEMPLETON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,615 shares; 2024Q4: 11,615 shares; 2025Q1: 11,615 shares; 2025Q2: 11,615 shares; 2025Q3: 11,615 shares; 2025Q4: 11,615 shares 11,615 $277K <0.01% 0 Timeline XEVTX EATON VANCE TAX ADVT DIV INC More: the full row for EATON VANCE TAX ADVT DIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares 10,000 $252K <0.01% 0 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 709 shares; 2024Q4: 705 shares; 2025Q1: 705 shares; 2025Q2: 714 shares; 2025Q3: 701 shares; 2025Q4: 703 shares 703 $247K <0.01% +2 Timeline EEMS 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,616 shares 3,616 $243K <0.01% new 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: 1,417 shares; 2024Q4: 1,527 shares; 2025Q1: 1,529 shares; 2025Q2: 1,535 shares; 2025Q3: 1,541 shares; 2025Q4: 1,553 shares 1,553 $235K <0.01% +12 Timeline IJJ 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: 941 shares; 2024Q4: 1,977 shares; 2025Q1: 1,495 shares; 2025Q2: 1,483 shares; 2025Q3: 1,483 shares; 2025Q4: 1,682 shares 1,682 $221K <0.01% +199 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,260 shares; 2024Q4: 1,260 shares; 2025Q1: 900 shares; 2025Q2: 6,900 shares; 2025Q3: 6,900 shares; 2025Q4: 6,900 shares 6,900 $221K <0.01% 0 Timeline IJS 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: 109 shares; 2024Q4: 5,230 shares; 2025Q1: 512 shares; 2025Q2: 1,155 shares; 2025Q3: 862 shares; 2025Q4: 1,934 shares 1,934 $220K <0.01% +1,072 Timeline MLPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,549 shares; 2024Q4: 3,549 shares; 2025Q1: 3,549 shares; 2025Q2: 3,469 shares; 2025Q3: 3,469 shares; 2025Q4: 3,469 shares 3,469 $210K <0.01% 0 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: 732,961 shares; 2024Q4: 201,298 shares; 2025Q1: 134,919 shares; 2025Q2: 8,566 shares; 2025Q3: 8,375 shares; 2025Q4: 8,347 shares 8,347 $208K <0.01% -28 Timeline TENB TENABLE HLDGS INC More: the full row for TENABLE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 899 shares; 2025Q1: 5,816 shares; 2025Q2: 6,396 shares; 2025Q3: 6,280 shares; 2025Q4: 8,624 shares 8,624 $203K <0.01% +2,344 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: 901 shares; 2024Q4: 901 shares; 2025Q1: 901 shares; 2025Q2: 901 shares; 2025Q3: 901 shares; 2025Q4: 901 shares 901 $202K <0.01% 0 Timeline