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: not reported; 2024Q4: 278,678 shares; 2025Q1: 202,821 shares; 2025Q2: 225,280 shares; 2025Q3: 239,466 shares; 2025Q4: 245,884 shares 245,884 $24.7M 3.3% +6,418 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: 94,541 shares; 2024Q4: 91,383 shares; 2025Q1: 100,245 shares; 2025Q2: 105,059 shares; 2025Q3: 110,395 shares; 2025Q4: 118,011 shares 118,011 $22M 2.94% +7,616 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: 81,523 shares; 2024Q4: 59,720 shares; 2025Q1: 66,073 shares; 2025Q2: 69,746 shares; 2025Q3: 69,089 shares; 2025Q4: 77,859 shares 77,859 $21.2M 2.83% +8,770 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: 39,966 shares; 2024Q4: 31,280 shares; 2025Q1: 34,764 shares; 2025Q2: 36,298 shares; 2025Q3: 35,218 shares; 2025Q4: 38,101 shares 38,101 $18.4M 2.46% +2,883 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 121,910 shares; 2024Q4: not reported; 2025Q1: 137,647 shares; 2025Q2: 257,571 shares; 2025Q3: 391,390 shares; 2025Q4: 577,272 shares 577,272 $15.5M 2.08% +185,882 Timeline SCHI SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 625,418 shares; 2025Q1: 635,215 shares; 2025Q2: 651,801 shares; 2025Q3: 651,093 shares; 2025Q4: 654,632 shares 654,632 $15M 2.01% +3,539 Timeline MTBA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 185,642 shares; 2025Q1: 191,714 shares; 2025Q2: 215,050 shares; 2025Q3: 265,442 shares; 2025Q4: 272,554 shares 272,554 $13.7M 1.84% +7,112 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 184,568 shares; 2025Q1: 186,935 shares; 2025Q2: 209,229 shares; 2025Q3: 249,314 shares; 2025Q4: 257,170 shares 257,170 $13M 1.74% +7,856 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: 7,477 shares; 2024Q4: 7,471 shares; 2025Q1: 10,986 shares; 2025Q2: 8,965 shares; 2025Q3: 26,474 shares; 2025Q4: 25,428 shares 25,428 $12.8M 1.71% -1,046 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 178,364 shares; 2025Q1: 180,706 shares; 2025Q2: 181,358 shares; 2025Q3: 244,144 shares; 2025Q4: 249,802 shares 249,802 $12.6M 1.68% +5,658 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 42,534 shares; 2025Q2: 74,489 shares; 2025Q3: 112,112 shares; 2025Q4: 163,742 shares 163,742 $11.7M 1.56% +51,630 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: 20,849 shares; 2024Q4: 21,596 shares; 2025Q1: 21,098 shares; 2025Q2: 20,569 shares; 2025Q3: 20,229 shares; 2025Q4: 17,277 shares 17,277 $11.4M 1.52% -2,952 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,924 shares; 2024Q4: 43,859 shares; 2025Q1: 40,022 shares; 2025Q2: 36,590 shares; 2025Q3: 36,079 shares; 2025Q4: 39,649 shares 39,649 $11.2M 1.5% +3,570 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 55,442 shares; 2025Q2: 151,459 shares; 2025Q3: 227,186 shares; 2025Q4: 338,738 shares 338,738 $11M 1.48% +111,552 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 23,326 shares; 2025Q2: 53,169 shares; 2025Q3: 67,742 shares; 2025Q4: 105,791 shares 105,791 $10.8M 1.44% +38,049 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: 59,209 shares; 2024Q4: 42,842 shares; 2025Q1: 33,246 shares; 2025Q2: 34,390 shares; 2025Q3: 35,492 shares; 2025Q4: 33,837 shares 33,837 $10.6M 1.42% -1,655 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: 77,035 shares; 2024Q4: 60,276 shares; 2025Q1: 62,551 shares; 2025Q2: 103,244 shares; 2025Q3: 114,730 shares; 2025Q4: 123,663 shares 123,663 $9.53M 1.27% +8,933 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: 4,925 shares; 2024Q4: 4,807 shares; 2025Q1: 27,924 shares; 2025Q2: 56,516 shares; 2025Q3: 60,720 shares; 2025Q4: 70,920 shares 70,920 $8.7M 1.16% +10,200 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110,781 shares; 2024Q4: 93,666 shares; 2025Q1: 117,246 shares; 2025Q2: 95,863 shares; 2025Q3: 95,069 shares; 2025Q4: 100,295 shares 100,295 $8.37M 1.12% +5,226 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: 18,549 shares; 2024Q4: 17,742 shares; 2025Q1: 19,733 shares; 2025Q2: 20,674 shares; 2025Q3: 21,703 shares; 2025Q4: 23,449 shares 23,449 $8.12M 1.08% +1,746 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,246 shares; 2024Q4: 51,455 shares; 2025Q1: 41,344 shares; 2025Q2: 30,088 shares; 2025Q3: 38,913 shares; 2025Q4: 39,466 shares 39,466 $8.11M 1.08% +553 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: 50,968 shares; 2024Q4: 58,884 shares; 2025Q1: 67,749 shares; 2025Q2: 60,804 shares; 2025Q3: 75,099 shares; 2025Q4: 74,289 shares 74,289 $7.96M 1.06% -810 Timeline FOXA FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 28,115 shares; 2025Q1: 66,635 shares; 2025Q2: 102,356 shares; 2025Q3: 104,764 shares; 2025Q4: 106,246 shares 106,246 $7.76M 1.04% +1,482 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: 20,847 shares; 2024Q4: 18,312 shares; 2025Q1: 20,408 shares; 2025Q2: 21,033 shares; 2025Q3: 21,905 shares; 2025Q4: 23,858 shares 23,858 $7.49M 1% +1,953 Timeline DLTR DOLLAR TREE INC More: the full row for DOLLAR TREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,886 shares; 2025Q3: 27,593 shares; 2025Q4: 60,666 shares 60,666 $7.46M 1% +33,073 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,153 shares; 2024Q4: 22,840 shares; 2025Q1: 32,997 shares; 2025Q2: 32,961 shares; 2025Q3: 27,666 shares; 2025Q4: 32,648 shares 32,648 $7.44M 0.99% +4,982 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: 33,654 shares; 2024Q4: 35,413 shares; 2025Q1: 40,184 shares; 2025Q2: 37,544 shares; 2025Q3: 45,946 shares; 2025Q4: 43,301 shares 43,301 $7.41M 0.99% -2,645 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: 20,497 shares; 2024Q4: 25,264 shares; 2025Q1: 30,807 shares; 2025Q2: 30,731 shares; 2025Q3: 28,307 shares; 2025Q4: 22,660 shares 22,660 $7.3M 0.98% -5,647 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: 34,909 shares; 2024Q4: 37,406 shares; 2025Q1: 36,201 shares; 2025Q2: 32,109 shares; 2025Q3: 27,731 shares; 2025Q4: 24,279 shares 24,279 $7.19M 0.96% -3,452 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,532 shares; 2024Q4: 30,336 shares; 2025Q1: 36,873 shares; 2025Q2: 67,383 shares; 2025Q3: 80,993 shares; 2025Q4: 91,970 shares 91,970 $7.11M 0.95% +10,977 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,216 shares; 2024Q4: 86,338 shares; 2025Q1: 124,705 shares; 2025Q2: 144,865 shares; 2025Q3: 125,487 shares; 2025Q4: 117,551 shares 117,551 $7.1M 0.95% -7,936 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: 10,955 shares; 2024Q4: 10,824 shares; 2025Q1: 12,061 shares; 2025Q2: 12,550 shares; 2025Q3: 13,232 shares; 2025Q4: 15,345 shares 15,345 $6.9M 0.92% +2,113 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 41,695 shares; 2025Q2: 75,184 shares; 2025Q3: 129,759 shares; 2025Q4: 204,827 shares 204,827 $6.71M 0.9% +75,068 Timeline LOGI LOGITECH INTL S A More: the full row for LOGITECH INTL S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,599 shares; 2024Q4: 83,048 shares; 2025Q1: 75,183 shares; 2025Q2: 77,559 shares; 2025Q3: 79,305 shares; 2025Q4: 66,427 shares 66,427 $6.66M 0.89% -12,878 Timeline VWOB VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 72,350 shares; 2025Q1: 73,280 shares; 2025Q2: 76,806 shares; 2025Q3: 97,135 shares; 2025Q4: 98,514 shares 98,514 $6.64M 0.89% +1,379 Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 23,926 shares; 2025Q2: 50,167 shares; 2025Q3: 66,034 shares; 2025Q4: 75,732 shares 75,732 $6.53M 0.87% +9,698 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 27,818 shares; 2025Q2: 120,593 shares; 2025Q3: 158,038 shares; 2025Q4: 266,657 shares 266,657 $6.41M 0.86% +108,619 Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,751 shares; 2024Q4: 28,358 shares; 2025Q1: 27,754 shares; 2025Q2: 28,350 shares; 2025Q3: 18,466 shares; 2025Q4: 18,047 shares 18,047 $6.38M 0.85% -419 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: 8,411 shares; 2024Q4: 8,356 shares; 2025Q1: 11,680 shares; 2025Q2: 12,920 shares; 2025Q3: 12,426 shares; 2025Q4: 12,978 shares 12,978 $6.36M 0.85% +552 Timeline SCYB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 175,936 shares; 2025Q1: 178,219 shares; 2025Q2: 188,111 shares; 2025Q3: 222,164 shares; 2025Q4: 229,194 shares 229,194 $6.06M 0.81% +7,030 Timeline PREF PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 261,442 shares; 2025Q4: 315,644 shares 315,644 $6.02M 0.8% +54,202 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,007 shares; 2024Q4: 12,577 shares; 2025Q1: 13,897 shares; 2025Q2: 8,945 shares; 2025Q3: 14,323 shares; 2025Q4: 11,989 shares 11,989 $5.84M 0.78% -2,334 Timeline PFLD ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 249,319 shares; 2025Q4: 296,996 shares 296,996 $5.81M 0.78% +47,677 Timeline CPAY CORPAY INC More: the full row for CORPAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,615 shares; 2024Q4: 18,060 shares; 2025Q1: 20,556 shares; 2025Q2: 23,588 shares; 2025Q3: 23,927 shares; 2025Q4: 19,231 shares 19,231 $5.79M 0.77% -4,696 Timeline RPRX ROYALTY PHARMA PLC More: the full row for ROYALTY PHARMA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,756 shares; 2025Q3: 92,215 shares; 2025Q4: 145,754 shares 145,754 $5.63M 0.75% +53,539 Timeline HOLX HOLOGIC INC More: the full row for HOLOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,859 shares; 2024Q4: 53,132 shares; 2025Q1: 62,194 shares; 2025Q2: 25,551 shares; 2025Q3: 27,212 shares; 2025Q4: 74,634 shares 74,634 $5.56M 0.74% +47,422 Timeline SCHQ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 141,803 shares; 2025Q1: 146,342 shares; 2025Q2: 157,688 shares; 2025Q3: 157,164 shares; 2025Q4: 162,424 shares 162,424 $5.15M 0.69% +5,260 Timeline LYV LIVE NATION ENTERTAINMENT IN More: the full row for LIVE NATION ENTERTAINMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,364 shares; 2024Q4: 17,150 shares; 2025Q1: 6,325 shares; 2025Q2: 20,549 shares; 2025Q3: 35,019 shares; 2025Q4: 35,116 shares 35,116 $5M 0.67% +97 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: 99,366 shares; 2024Q4: 94,093 shares; 2025Q1: 87,654 shares; 2025Q2: 80,388 shares; 2025Q3: 66,558 shares; 2025Q4: 56,664 shares 56,664 $4.94M 0.66% -9,894 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 30,205 shares; 2025Q3: 35,614 shares; 2025Q4: 37,770 shares 37,770 $4.83M 0.64% +2,156 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: 17,935 shares; 2025Q1: not reported; 2025Q2: 20,129 shares; 2025Q3: 17,390 shares; 2025Q4: 27,926 shares 27,926 $4.78M 0.64% +10,536 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: 39,875 shares; 2024Q4: 11,891 shares; 2025Q1: 10,248 shares; 2025Q2: 28,968 shares; 2025Q3: 22,878 shares; 2025Q4: 34,977 shares 34,977 $4.75M 0.63% +12,099 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,288 shares; 2024Q4: 14,434 shares; 2025Q1: 16,203 shares; 2025Q2: 11,855 shares; 2025Q3: 17,499 shares; 2025Q4: 25,150 shares 25,150 $4.67M 0.62% +7,651 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: 7,186 shares; 2024Q4: 6,807 shares; 2025Q1: 6,523 shares; 2025Q2: 9,837 shares; 2025Q3: 10,881 shares; 2025Q4: 13,904 shares 13,904 $4.55M 0.61% +3,023 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON 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: 43,357 shares; 2025Q2: 83,759 shares; 2025Q3: 78,794 shares; 2025Q4: 154,980 shares 154,980 $4.38M 0.59% +76,186 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 42,067 shares 42,067 $4.15M 0.56% new Timeline COKE COCA COLA CONS INC More: the full row for COCA COLA CONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,087 shares; 2025Q1: 3,009 shares; 2025Q2: 18,503 shares; 2025Q3: 32,446 shares; 2025Q4: 26,479 shares 26,479 $4.06M 0.54% -5,967 Timeline EUSA 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: 7,578 shares; 2025Q2: 16,990 shares; 2025Q3: 25,109 shares; 2025Q4: 38,377 shares 38,377 $3.97M 0.53% +13,268 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,644 shares; 2024Q4: 18,117 shares; 2025Q1: 5,961 shares; 2025Q2: 29,893 shares; 2025Q3: 81,361 shares; 2025Q4: 101,428 shares 101,428 $3.89M 0.52% +20,067 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS 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: 81,458 shares; 2025Q4: 86,666 shares 86,666 $3.8M 0.51% +5,208 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,942 shares; 2024Q4: 40,397 shares; 2025Q1: 50,715 shares; 2025Q2: 41,279 shares; 2025Q3: 32,637 shares; 2025Q4: 29,613 shares 29,613 $3.73M 0.5% -3,024 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: 50,624 shares; 2024Q4: 55,202 shares; 2025Q1: 72,400 shares; 2025Q2: 79,691 shares; 2025Q3: 55,347 shares; 2025Q4: 39,077 shares 39,077 $3.64M 0.49% -16,270 Timeline AKAM AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,880 shares; 2024Q4: 20,316 shares; 2025Q1: 35,302 shares; 2025Q2: 19,439 shares; 2025Q3: 40,392 shares; 2025Q4: 41,054 shares 41,054 $3.58M 0.48% +662 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: 133,163 shares; 2024Q4: 131,606 shares; 2025Q1: 56,689 shares; 2025Q2: 56,565 shares; 2025Q3: 57,029 shares; 2025Q4: 60,397 shares 60,397 $3.32M 0.44% +3,368 Timeline LVS LAS VEGAS SANDS CORP More: the full row for LAS VEGAS SANDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,062 shares; 2024Q4: 28,700 shares; 2025Q1: 39,313 shares; 2025Q2: 56,128 shares; 2025Q3: 44,238 shares; 2025Q4: 49,665 shares 49,665 $3.23M 0.43% +5,427 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,488 shares; 2024Q4: 14,628 shares; 2025Q1: 18,032 shares; 2025Q2: 20,328 shares; 2025Q3: 15,719 shares; 2025Q4: 14,032 shares 14,032 $3.21M 0.43% -1,687 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,296 shares; 2024Q4: 2,197 shares; 2025Q1: 2,408 shares; 2025Q2: 11,415 shares; 2025Q3: 19,355 shares; 2025Q4: 30,300 shares 30,300 $3.18M 0.43% +10,945 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,266 shares; 2024Q4: 6,406 shares; 2025Q1: 7,249 shares; 2025Q2: 7,700 shares; 2025Q3: 8,111 shares; 2025Q4: 8,751 shares 8,751 $3.07M 0.41% +640 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,234 shares; 2024Q4: 22,305 shares; 2025Q1: 39,732 shares; 2025Q2: 46,287 shares; 2025Q3: 43,000 shares; 2025Q4: 45,571 shares 45,571 $3.05M 0.41% +2,571 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 73,846 shares 73,846 $2.92M 0.39% new Timeline AU ANGLOGOLD ASHANTI PLC More: the full row for ANGLOGOLD ASHANTI 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: 24,218 shares; 2025Q4: 33,344 shares 33,344 $2.84M 0.38% +9,126 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,278 shares; 2025Q4: 16,323 shares 16,323 $2.6M 0.35% +4,045 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: 17,894 shares; 2024Q4: 17,086 shares; 2025Q1: 18,776 shares; 2025Q2: 19,367 shares; 2025Q3: 20,285 shares; 2025Q4: 21,520 shares 21,520 $2.59M 0.35% +1,235 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,130 shares 6,130 $2.56M 0.34% new Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,016 shares; 2024Q4: 43,661 shares; 2025Q1: 66,239 shares; 2025Q2: 58,166 shares; 2025Q3: 35,876 shares; 2025Q4: 31,466 shares 31,466 $2.54M 0.34% -4,410 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: not reported; 2024Q4: 18,301 shares; 2025Q1: 20,551 shares; 2025Q2: 19,284 shares; 2025Q3: 20,616 shares; 2025Q4: 22,143 shares 22,143 $2.47M 0.33% +1,527 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,288 shares; 2024Q4: 3,163 shares; 2025Q1: 3,466 shares; 2025Q2: 3,639 shares; 2025Q3: 3,906 shares; 2025Q4: 4,143 shares 4,143 $2.36M 0.32% +237 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: not reported; 2024Q4: 29,250 shares; 2025Q1: 56,656 shares; 2025Q2: 61,472 shares; 2025Q3: 67,871 shares; 2025Q4: 86,302 shares 86,302 $2.35M 0.31% +18,431 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,603 shares; 2024Q4: 5,943 shares; 2025Q1: 6,570 shares; 2025Q2: 7,670 shares; 2025Q3: 8,083 shares; 2025Q4: 22,555 shares 22,555 $2.25M 0.3% +14,472 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,701 shares; 2024Q4: 1,629 shares; 2025Q1: 1,824 shares; 2025Q2: 1,900 shares; 2025Q3: 1,986 shares; 2025Q4: 22,913 shares 22,913 $2.15M 0.29% +20,927 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: 7,384 shares; 2024Q4: 7,984 shares; 2025Q1: 9,095 shares; 2025Q2: 9,934 shares; 2025Q3: 10,247 shares; 2025Q4: 12,030 shares 12,030 $2.14M 0.29% +1,783 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,140 shares; 2024Q4: 15,701 shares; 2025Q1: 46,205 shares; 2025Q2: 63,469 shares; 2025Q3: 63,760 shares; 2025Q4: 36,436 shares 36,436 $2.13M 0.28% -27,324 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,960 shares; 2024Q4: 9,097 shares; 2025Q1: 3,975 shares; 2025Q2: 3,209 shares; 2025Q3: 3,209 shares; 2025Q4: 3,624 shares 3,624 $2.08M 0.28% +415 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: not reported; 2024Q4: 1,694 shares; 2025Q1: 1,894 shares; 2025Q2: 1,994 shares; 2025Q3: 2,126 shares; 2025Q4: 2,235 shares 2,235 $1.93M 0.26% +109 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: not reported; 2024Q4: not reported; 2025Q1: 6,020 shares; 2025Q2: 7,235 shares; 2025Q3: 16,047 shares; 2025Q4: 18,104 shares 18,104 $1.91M 0.25% +2,057 Timeline TLN TALEN ENERGY CORP More: the full row for TALEN ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,144 shares; 2025Q3: 4,727 shares; 2025Q4: 5,082 shares 5,082 $1.9M 0.25% +355 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: 1,245 shares; 2024Q4: 10,898 shares; 2025Q1: 11,773 shares; 2025Q2: 11,471 shares; 2025Q3: 12,344 shares; 2025Q4: 13,215 shares 13,215 $1.89M 0.25% +871 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,382 shares; 2024Q4: 6,269 shares; 2025Q1: 6,936 shares; 2025Q2: 7,236 shares; 2025Q3: 7,588 shares; 2025Q4: 8,368 shares 8,368 $1.79M 0.24% +780 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: 3,919 shares; 2024Q4: 3,796 shares; 2025Q1: 4,277 shares; 2025Q2: 4,461 shares; 2025Q3: 4,759 shares; 2025Q4: 5,062 shares 5,062 $1.74M 0.23% +303 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: 18,532 shares; 2024Q4: 7,195 shares; 2025Q1: 8,320 shares; 2025Q2: 8,240 shares; 2025Q3: 9,002 shares; 2025Q4: 8,749 shares 8,749 $1.71M 0.23% -253 Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,640 shares; 2025Q3: 9,525 shares; 2025Q4: 14,287 shares 14,287 $1.64M 0.22% +4,762 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: 4,325 shares; 2024Q4: 4,283 shares; 2025Q1: 4,784 shares; 2025Q2: 4,989 shares; 2025Q3: 5,251 shares; 2025Q4: 5,666 shares 5,666 $1.62M 0.22% +415 Timeline NYT NEW YORK TIMES CO MTN BE More: the full row for NEW YORK TIMES CO MTN BE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,385 shares; 2025Q2: 14,684 shares; 2025Q3: 18,517 shares; 2025Q4: 23,078 shares 23,078 $1.6M 0.21% +4,561 Timeline MYCI SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 59,877 shares; 2025Q4: 63,659 shares 63,659 $1.59M 0.21% +3,782 Timeline MYCH SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 59,712 shares; 2025Q4: 63,495 shares 63,495 $1.59M 0.21% +3,783 Timeline MYCG SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 59,793 shares; 2025Q4: 63,603 shares 63,603 $1.59M 0.21% +3,810 Timeline MYCJ SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 59,879 shares; 2025Q4: 63,680 shares 63,680 $1.59M 0.21% +3,801 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,063 shares; 2025Q1: 4,424 shares; 2025Q2: 4,609 shares; 2025Q3: 4,814 shares; 2025Q4: 5,118 shares 5,118 $1.58M 0.21% +304 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: 21,541 shares; 2024Q4: 15,111 shares; 2025Q1: 7,996 shares; 2025Q2: 6,766 shares; 2025Q3: 5,808 shares; 2025Q4: 5,950 shares 5,950 $1.53M 0.2% +142 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,276 shares; 2024Q4: 1,219 shares; 2025Q1: 1,326 shares; 2025Q2: 1,389 shares; 2025Q3: 1,437 shares; 2025Q4: 1,733 shares 1,733 $1.52M 0.2% +296 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: 7,392 shares; 2024Q4: 6,535 shares; 2025Q1: 7,118 shares; 2025Q2: 7,337 shares; 2025Q3: 9,340 shares; 2025Q4: 9,972 shares 9,972 $1.52M 0.2% +632 Timeline RNR RENAISSANCERE HLDGS LTD More: the full row for RENAISSANCERE HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 857 shares; 2025Q1: 2,510 shares; 2025Q2: 3,169 shares; 2025Q3: 3,350 shares; 2025Q4: 5,246 shares 5,246 $1.48M 0.2% +1,896 Timeline AMG AFFILIATED MANAGERS GROUP More: the full row for AFFILIATED MANAGERS GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,665 shares; 2024Q4: 1,700 shares; 2025Q1: 4,070 shares; 2025Q2: 4,775 shares; 2025Q3: 5,253 shares; 2025Q4: 5,077 shares 5,077 $1.46M 0.2% -176 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: 948 shares; 2024Q4: 913 shares; 2025Q1: 1,835 shares; 2025Q2: 2,134 shares; 2025Q3: 1,722 shares; 2025Q4: 1,520 shares 1,520 $1.42M 0.19% -202 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,781 shares; 2025Q3: 3,069 shares; 2025Q4: 6,316 shares 6,316 $1.4M 0.19% +3,247 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,070 shares; 2025Q3: 16,647 shares; 2025Q4: 20,866 shares 20,866 $1.34M 0.18% +4,219 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 26,967 shares; 2025Q2: 26,967 shares; 2025Q3: 40,288 shares; 2025Q4: 40,288 shares 40,288 $1.33M 0.18% 0 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: 16,965 shares; 2024Q4: 13,564 shares; 2025Q1: 14,942 shares; 2025Q2: 15,795 shares; 2025Q3: 17,138 shares; 2025Q4: 18,594 shares 18,594 $1.3M 0.17% +1,456 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,137 shares; 2025Q3: 8,633 shares; 2025Q4: 22,476 shares 22,476 $1.29M 0.17% +13,843 Timeline BAH BOOZ ALLEN HAMILTON HLDG COR More: the full row for BOOZ ALLEN HAMILTON HLDG COR Quarterly shares; oldest to newest; scale 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: 15,035 shares 15,035 $1.27M 0.17% new Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,160 shares; 2025Q3: 26,408 shares; 2025Q4: 42,731 shares 42,731 $1.27M 0.17% +16,323 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,519 shares; 2025Q3: 21,713 shares; 2025Q4: 22,923 shares 22,923 $1.25M 0.17% +1,210 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: 3,748 shares; 2024Q4: 3,508 shares; 2025Q1: 3,991 shares; 2025Q2: 4,170 shares; 2025Q3: 4,359 shares; 2025Q4: 4,657 shares 4,657 $1.23M 0.16% +298 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,487 shares; 2025Q3: 4,114 shares; 2025Q4: 7,100 shares 7,100 $1.23M 0.16% +2,986 Timeline IBTQ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 45,434 shares; 2025Q4: 47,968 shares 47,968 $1.22M 0.16% +2,534 Timeline IBTO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 46,962 shares; 2025Q4: 49,643 shares 49,643 $1.22M 0.16% +2,681 Timeline IBTL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 56,181 shares; 2025Q4: 59,375 shares 59,375 $1.22M 0.16% +3,194 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: 15,193 shares; 2024Q4: 15,018 shares; 2025Q1: 18,012 shares; 2025Q2: 12,706 shares; 2025Q3: 8,512 shares; 2025Q4: 3,232 shares 3,232 $1.2M 0.16% -5,280 Timeline ENSG ENSIGN GROUP INC More: the full row for ENSIGN GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,854 shares; 2025Q2: 5,082 shares; 2025Q3: 6,778 shares; 2025Q4: 6,852 shares 6,852 $1.19M 0.16% +74 Timeline CHWY CHEWY INC More: the full row for CHEWY 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: 12,916 shares; 2025Q3: 21,206 shares; 2025Q4: 36,098 shares 36,098 $1.19M 0.16% +14,892 Timeline VAL VALARIS LTD More: the full row for VALARIS 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: 13,304 shares; 2025Q2: 18,031 shares; 2025Q3: 23,266 shares; 2025Q4: 23,635 shares 23,635 $1.19M 0.16% +369 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: 673 shares; 2024Q4: 735 shares; 2025Q1: 1,528 shares; 2025Q2: 1,974 shares; 2025Q3: 2,333 shares; 2025Q4: 2,990 shares 2,990 $1.17M 0.16% +657 Timeline ANF ABERCROMBIE & FITCH CO More: the full row for ABERCROMBIE & FITCH CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,752 shares; 2025Q3: 3,276 shares; 2025Q4: 9,227 shares 9,227 $1.16M 0.16% +5,951 Timeline SPMD 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,954 shares; 2025Q3: 9,485 shares; 2025Q4: 19,953 shares 19,953 $1.16M 0.15% +10,468 Timeline JBBB JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,983 shares; 2025Q3: 22,925 shares; 2025Q4: 24,190 shares 24,190 $1.15M 0.15% +1,265 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: 425 shares; 2024Q4: 421 shares; 2025Q1: 1,003 shares; 2025Q2: 1,330 shares; 2025Q3: 1,426 shares; 2025Q4: 2,651 shares 2,651 $1.13M 0.15% +1,225 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,256 shares; 2024Q4: 39,379 shares; 2025Q1: 32,396 shares; 2025Q2: 22,177 shares; 2025Q3: 14,242 shares; 2025Q4: 5,630 shares 5,630 $1.11M 0.15% -8,612 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: 2,862 shares; 2024Q4: 2,786 shares; 2025Q1: 3,057 shares; 2025Q2: 3,209 shares; 2025Q3: 3,428 shares; 2025Q4: 3,637 shares 3,637 $1.11M 0.15% +209 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,566 shares; 2024Q4: 7,163 shares; 2025Q1: 7,801 shares; 2025Q2: 8,357 shares; 2025Q3: 8,985 shares; 2025Q4: 9,391 shares 9,391 $1.1M 0.15% +406 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: not reported; 2024Q4: not reported; 2025Q1: 2,181 shares; 2025Q2: 3,068 shares; 2025Q3: 4,958 shares; 2025Q4: 5,203 shares 5,203 $1.08M 0.14% +245 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: 4,952 shares; 2024Q4: 4,755 shares; 2025Q1: 5,205 shares; 2025Q2: 5,471 shares; 2025Q3: 5,704 shares; 2025Q4: 6,057 shares 6,057 $1.08M 0.14% +353 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,286 shares; 2024Q4: 7,035 shares; 2025Q1: 7,724 shares; 2025Q2: 8,114 shares; 2025Q3: 8,619 shares; 2025Q4: 9,205 shares 9,205 $1.05M 0.14% +586 Timeline CRBG COREBRIDGE FINL INC More: the full row for COREBRIDGE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,129 shares; 2024Q4: 111,370 shares; 2025Q1: 121,679 shares; 2025Q2: 161,142 shares; 2025Q3: 111,080 shares; 2025Q4: 34,043 shares 34,043 $1.03M 0.14% -77,037 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: 1,880 shares; 2024Q4: 1,844 shares; 2025Q1: 2,034 shares; 2025Q2: 2,117 shares; 2025Q3: 2,222 shares; 2025Q4: 2,370 shares 2,370 $1.01M 0.14% +148 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,398 shares; 2024Q4: 1,375 shares; 2025Q1: 1,528 shares; 2025Q2: 1,601 shares; 2025Q3: 1,673 shares; 2025Q4: 1,773 shares 1,773 $1M 0.13% +100 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: 5,432 shares; 2024Q4: 5,299 shares; 2025Q1: 5,841 shares; 2025Q2: 6,139 shares; 2025Q3: 6,527 shares; 2025Q4: 6,983 shares 6,983 $1M 0.13% +456 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 29,418 shares 29,418 $963K 0.13% new Timeline ACM AECOM More: the full row for AECOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,710 shares; 2025Q2: 9,998 shares; 2025Q3: 9,781 shares; 2025Q4: 10,004 shares 10,004 $954K 0.13% +223 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: not reported; 2025Q1: 5,025 shares; 2025Q2: 6,788 shares; 2025Q3: 7,535 shares; 2025Q4: 8,449 shares 8,449 $944K 0.13% +914 Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,557 shares; 2025Q3: 13,080 shares; 2025Q4: 13,594 shares 13,594 $930K 0.12% +514 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,104 shares; 2024Q4: 3,770 shares; 2025Q1: 3,362 shares; 2025Q2: 5,364 shares; 2025Q3: 5,901 shares; 2025Q4: 5,754 shares 5,754 $928K 0.12% -147 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,308 shares; 2024Q4: 27,436 shares; 2025Q1: 30,460 shares; 2025Q2: 32,277 shares; 2025Q3: 34,497 shares; 2025Q4: 36,937 shares 36,937 $918K 0.12% +2,440 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: 1,081 shares; 2024Q4: 1,057 shares; 2025Q1: 1,170 shares; 2025Q2: 1,223 shares; 2025Q3: 1,287 shares; 2025Q4: 1,380 shares 1,380 $914K 0.12% +93 Timeline NJR NEW JERSEY RES CORP More: the full row for NEW JERSEY RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,894 shares; 2025Q2: 16,574 shares; 2025Q3: 16,020 shares; 2025Q4: 19,779 shares 19,779 $912K 0.12% +3,759 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: 7,988 shares; 2024Q4: 7,826 shares; 2025Q1: 8,627 shares; 2025Q2: 9,366 shares; 2025Q3: 9,796 shares; 2025Q4: 11,133 shares 11,133 $910K 0.12% +1,337 Timeline RYN RAYONIER INC More: the full row for RAYONIER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,884 shares; 2025Q3: 18,053 shares; 2025Q4: 41,897 shares 41,897 $907K 0.12% +23,844 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,024 shares; 2024Q4: 982 shares; 2025Q1: 1,077 shares; 2025Q2: 1,127 shares; 2025Q3: 1,738 shares; 2025Q4: 1,946 shares 1,946 $906K 0.12% +208 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,411 shares; 2024Q4: 1,715 shares; 2025Q1: 1,971 shares; 2025Q2: 2,355 shares; 2025Q3: 2,495 shares; 2025Q4: 2,583 shares 2,583 $904K 0.12% +88 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: 7,091 shares; 2024Q4: 7,615 shares; 2025Q1: 6,915 shares; 2025Q2: 7,237 shares; 2025Q3: 7,606 shares; 2025Q4: 9,557 shares 9,557 $895K 0.12% +1,951 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,062 shares; 2025Q1: 1,186 shares; 2025Q2: 1,224 shares; 2025Q3: 1,276 shares; 2025Q4: 1,365 shares 1,365 $892K 0.12% +89 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: 4,493 shares; 2024Q4: 4,381 shares; 2025Q1: 4,781 shares; 2025Q2: 4,998 shares; 2025Q3: 5,405 shares; 2025Q4: 5,767 shares 5,767 $886K 0.12% +362 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,492 shares; 2024Q4: 2,427 shares; 2025Q1: 2,663 shares; 2025Q2: 2,808 shares; 2025Q3: 3,046 shares; 2025Q4: 3,240 shares 3,240 $869K 0.12% +194 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 389 shares; 2024Q4: 128 shares; 2025Q1: 140 shares; 2025Q2: 145 shares; 2025Q3: 152 shares; 2025Q4: 162 shares 162 $868K 0.12% +10 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: 8,125 shares; 2024Q4: 7,959 shares; 2025Q1: 8,800 shares; 2025Q2: 9,232 shares; 2025Q3: 9,830 shares; 2025Q4: 10,659 shares 10,659 $856K 0.11% +829 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,097 shares; 2024Q4: 18,346 shares; 2025Q1: 21,280 shares; 2025Q2: 10,178 shares; 2025Q3: 10,628 shares; 2025Q4: 1,262 shares 1,262 $850K 0.11% -9,366 Timeline VVV VALVOLINE INC More: the full row for VALVOLINE 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: 14,234 shares; 2025Q3: 19,370 shares; 2025Q4: 29,243 shares 29,243 $850K 0.11% +9,873 Timeline PPC PILGRIMS PRIDE CORP More: the full row for PILGRIMS PRIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,874 shares; 2025Q2: 16,769 shares; 2025Q3: 12,730 shares; 2025Q4: 21,723 shares 21,723 $847K 0.11% +8,993 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: 4,759 shares; 2024Q4: 4,649 shares; 2025Q1: 5,129 shares; 2025Q2: 5,398 shares; 2025Q3: 5,716 shares; 2025Q4: 6,138 shares 6,138 $829K 0.11% +422 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,270 shares; 2024Q4: 1,231 shares; 2025Q1: 1,352 shares; 2025Q2: 1,375 shares; 2025Q3: 1,494 shares; 2025Q4: 1,556 shares 1,556 $813K 0.11% +62 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,323 shares; 2024Q4: 1,245 shares; 2025Q1: 2,441 shares; 2025Q2: 3,298 shares; 2025Q3: 3,697 shares; 2025Q4: 4,388 shares 4,388 $812K 0.11% +691 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,027 shares; 2025Q3: 6,244 shares; 2025Q4: 10,617 shares 10,617 $810K 0.11% +4,373 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: 2,046 shares; 2024Q4: 770 shares; 2025Q1: 570 shares; 2025Q2: 595 shares; 2025Q3: 620 shares; 2025Q4: 663 shares 663 $806K 0.11% +43 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: 809 shares; 2024Q4: 798 shares; 2025Q1: 888 shares; 2025Q2: 928 shares; 2025Q3: 977 shares; 2025Q4: 5,235 shares 5,235 $802K 0.11% +4,258 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,338 shares; 2025Q2: 10,181 shares; 2025Q3: 10,177 shares; 2025Q4: 10,343 shares 10,343 $802K 0.11% +166 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,425 shares; 2024Q4: 6,876 shares; 2025Q1: 5,732 shares; 2025Q2: 6,227 shares; 2025Q3: 15,060 shares; 2025Q4: 7,922 shares 7,922 $799K 0.11% -7,138 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: 4,327 shares; 2024Q4: 4,239 shares; 2025Q1: 3,976 shares; 2025Q2: 3,889 shares; 2025Q3: 4,510 shares; 2025Q4: 6,170 shares 6,170 $796K 0.11% +1,660 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: 3,567 shares; 2024Q4: 3,519 shares; 2025Q1: 3,906 shares; 2025Q2: 4,068 shares; 2025Q3: 4,270 shares; 2025Q4: 4,574 shares 4,574 $794K 0.11% +304 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: 16,653 shares; 2024Q4: 15,001 shares; 2025Q1: 16,436 shares; 2025Q2: 17,304 shares; 2025Q3: 18,158 shares; 2025Q4: 19,463 shares 19,463 $793K 0.11% +1,305 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: 7,785 shares; 2024Q4: 14,026 shares; 2025Q1: 16,720 shares; 2025Q2: 827 shares; 2025Q3: 1,507 shares; 2025Q4: 2,287 shares 2,287 $772K 0.1% +780 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,502 shares; 2024Q4: 1,423 shares; 2025Q1: 1,565 shares; 2025Q2: 33,061 shares; 2025Q3: 2,972 shares; 2025Q4: 3,183 shares 3,183 $771K 0.1% +211 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: 532 shares; 2025Q1: not reported; 2025Q2: 637 shares; 2025Q3: 665 shares; 2025Q4: 713 shares 713 $763K 0.1% +48 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,722 shares; 2024Q4: 16,580 shares; 2025Q1: 15,035 shares; 2025Q2: 17,802 shares; 2025Q3: 18,810 shares; 2025Q4: 20,080 shares 20,080 $741K 0.1% +1,270 Timeline AIT APPLIED INDL TECHNOLOGIES IN More: the full row for APPLIED INDL TECHNOLOGIES IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,305 shares; 2025Q4: 2,858 shares 2,858 $734K 0.1% +1,553 Timeline IPGP IPG PHOTONICS CORP More: the full row for IPG PHOTONICS 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: 4,655 shares; 2025Q3: 7,851 shares; 2025Q4: 10,084 shares 10,084 $722K 0.1% +2,233 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,817 shares; 2024Q4: 5,705 shares; 2025Q1: 6,282 shares; 2025Q2: 6,626 shares; 2025Q3: 6,897 shares; 2025Q4: 7,457 shares 7,457 $711K 0.09% +560 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: 2,277 shares; 2024Q4: 2,201 shares; 2025Q1: 2,403 shares; 2025Q2: 2,509 shares; 2025Q3: 2,634 shares; 2025Q4: 2,934 shares 2,934 $708K 0.09% +300 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,414 shares; 2024Q4: 2,344 shares; 2025Q1: 2,539 shares; 2025Q2: 2,644 shares; 2025Q3: 2,752 shares; 2025Q4: 3,001 shares 3,001 $694K 0.09% +249 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,395 shares; 2025Q3: 5,856 shares; 2025Q4: 6,100 shares 6,100 $690K 0.09% +244 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: 3,862 shares; 2025Q1: not reported; 2025Q2: 4,418 shares; 2025Q3: 4,627 shares; 2025Q4: 5,265 shares 5,265 $690K 0.09% +638 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: not reported; 2024Q4: not reported; 2025Q1: 4,160 shares; 2025Q2: 9,962 shares; 2025Q3: 10,239 shares; 2025Q4: 9,801 shares 9,801 $687K 0.09% -438 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,493 shares; 2025Q1: 13,305 shares; 2025Q2: 15,642 shares; 2025Q3: 14,243 shares; 2025Q4: 14,763 shares 14,763 $686K 0.09% +520 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: 2,316 shares; 2024Q4: 2,271 shares; 2025Q1: 2,494 shares; 2025Q2: 2,631 shares; 2025Q3: 2,763 shares; 2025Q4: 2,955 shares 2,955 $673K 0.09% +192 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: 1,967 shares; 2024Q4: 1,918 shares; 2025Q1: 2,119 shares; 2025Q2: 2,217 shares; 2025Q3: 2,324 shares; 2025Q4: 2,473 shares 2,473 $671K 0.09% +149 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,258 shares; 2024Q4: 2,414 shares; 2025Q1: 2,651 shares; 2025Q2: 2,933 shares; 2025Q3: 3,145 shares; 2025Q4: 3,459 shares 3,459 $642K 0.09% +314 Timeline IBTP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 24,731 shares; 2025Q4: 24,817 shares 24,817 $641K 0.09% +86 Timeline IBTM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 27,600 shares; 2025Q4: 27,691 shares 27,691 $639K 0.09% +91 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: not reported; 2024Q4: not reported; 2025Q1: 824 shares; 2025Q2: 1,018 shares; 2025Q3: 933 shares; 2025Q4: 933 shares 933 $636K 0.09% 0 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25,053 shares; 2025Q3: 22,976 shares; 2025Q4: 23,899 shares 23,899 $629K 0.08% +923 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,898 shares; 2024Q4: 4,467 shares; 2025Q1: 2,680 shares; 2025Q2: 3,209 shares; 2025Q3: 3,630 shares; 2025Q4: 3,913 shares 3,913 $628K 0.08% +283 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: 5,280 shares; 2024Q4: 4,969 shares; 2025Q1: 5,470 shares; 2025Q2: 5,775 shares; 2025Q3: 6,080 shares; 2025Q4: 6,519 shares 6,519 $626K 0.08% +439 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: 1,586 shares; 2024Q4: 1,539 shares; 2025Q1: 1,683 shares; 2025Q2: 1,754 shares; 2025Q3: 1,837 shares; 2025Q4: 1,958 shares 1,958 $624K 0.08% +121 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: 1,416 shares; 2024Q4: 1,334 shares; 2025Q1: 1,471 shares; 2025Q2: 1,557 shares; 2025Q3: 1,650 shares; 2025Q4: 1,756 shares 1,756 $617K 0.08% +106 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: 1,267 shares; 2024Q4: 2,514 shares; 2025Q1: 2,779 shares; 2025Q2: 2,924 shares; 2025Q3: 3,109 shares; 2025Q4: 3,346 shares 3,346 $616K 0.08% +237 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: 3,661 shares; 2024Q4: 3,582 shares; 2025Q1: 3,937 shares; 2025Q2: 4,147 shares; 2025Q3: 4,495 shares; 2025Q4: 4,806 shares 4,806 $614K 0.08% +311 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: 574 shares; 2024Q4: 737 shares; 2025Q1: 1,478 shares; 2025Q2: 1,236 shares; 2025Q3: 778 shares; 2025Q4: 976 shares 976 $597K 0.08% +198 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 436 shares; 2025Q1: 696 shares; 2025Q2: 705 shares; 2025Q3: 883 shares; 2025Q4: 1,232 shares 1,232 $596K 0.08% +349 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,607 shares; 2024Q4: 1,451 shares; 2025Q1: 1,595 shares; 2025Q2: 1,669 shares; 2025Q3: 1,772 shares; 2025Q4: 1,871 shares 1,871 $584K 0.08% +99 Timeline IBTH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 23,069 shares; 2025Q4: 25,916 shares 25,916 $582K 0.08% +2,847 Timeline IBTJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 23,596 shares; 2025Q4: 26,502 shares 26,502 $582K 0.08% +2,906 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,139 shares; 2024Q4: 18,443 shares; 2025Q1: 20,400 shares; 2025Q2: 9,016 shares; 2025Q3: 8,570 shares; 2025Q4: 10,764 shares 10,764 $581K 0.08% +2,194 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 887 shares; 2024Q4: 889 shares; 2025Q1: 948 shares; 2025Q2: 1,074 shares; 2025Q3: 1,133 shares; 2025Q4: 1,225 shares 1,225 $574K 0.08% +92 Timeline MYCK SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,261 shares; 2025Q4: 22,876 shares 22,876 $574K 0.08% +3,615 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: 2,811 shares; 2024Q4: 2,771 shares; 2025Q1: 2,997 shares; 2025Q2: 3,238 shares; 2025Q3: 3,394 shares; 2025Q4: 3,676 shares 3,676 $567K 0.08% +282 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,624 shares; 2024Q4: 14,833 shares; 2025Q1: 16,199 shares; 2025Q2: 16,589 shares; 2025Q3: 17,780 shares; 2025Q4: 18,857 shares 18,857 $564K 0.08% +1,077 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 507 shares; 2024Q4: 497 shares; 2025Q1: 545 shares; 2025Q2: 575 shares; 2025Q3: 608 shares; 2025Q4: 637 shares 637 $560K 0.07% +29 Timeline TDC TERADATA CORP DEL More: the full row for TERADATA CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,775 shares; 2024Q4: 10,590 shares; 2025Q1: 26,948 shares; 2025Q2: 23,461 shares; 2025Q3: 17,874 shares; 2025Q4: 18,250 shares 18,250 $556K 0.07% +376 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,252 shares; 2024Q4: 1,220 shares; 2025Q1: 1,347 shares; 2025Q2: 1,412 shares; 2025Q3: 1,467 shares; 2025Q4: 1,572 shares 1,572 $555K 0.07% +105 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,161 shares; 2025Q3: 23,505 shares; 2025Q4: 23,706 shares 23,706 $554K 0.07% +201 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,562 shares; 2024Q4: not reported; 2025Q1: 4,813 shares; 2025Q2: 4,987 shares; 2025Q3: 5,156 shares; 2025Q4: 5,495 shares 5,495 $549K 0.07% +339 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,549 shares; 2025Q3: 7,003 shares; 2025Q4: 7,217 shares 7,217 $532K 0.07% +214 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: 1,622 shares; 2024Q4: 1,574 shares; 2025Q1: 1,733 shares; 2025Q2: 1,818 shares; 2025Q3: 1,914 shares; 2025Q4: 2,046 shares 2,046 $526K 0.07% +132 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,744 shares; 2024Q4: 1,851 shares; 2025Q1: 2,037 shares; 2025Q2: 2,082 shares; 2025Q3: 2,299 shares; 2025Q4: 2,581 shares 2,581 $524K 0.07% +282 Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,883 shares; 2025Q3: 22,882 shares; 2025Q4: 22,882 shares 22,882 $513K 0.07% 0 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,422 shares; 2024Q4: 1,383 shares; 2025Q1: 1,543 shares; 2025Q2: 1,613 shares; 2025Q3: 1,772 shares; 2025Q4: 1,860 shares 1,860 $508K 0.07% +88 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: 521 shares; 2024Q4: 494 shares; 2025Q1: 527 shares; 2025Q2: 552 shares; 2025Q3: 580 shares; 2025Q4: 617 shares 617 $506K 0.07% +37 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,167 shares; 2024Q4: 23,681 shares; 2025Q1: 35,763 shares; 2025Q2: 21,384 shares; 2025Q3: 10,763 shares; 2025Q4: 2,819 shares 2,819 $503K 0.07% -7,944 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,370 shares; 2024Q4: 4,300 shares; 2025Q1: 4,744 shares; 2025Q2: 4,985 shares; 2025Q3: 5,395 shares; 2025Q4: 5,883 shares 5,883 $495K 0.07% +488 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: 3,058 shares; 2024Q4: 2,979 shares; 2025Q1: 3,304 shares; 2025Q2: 3,477 shares; 2025Q3: 3,884 shares; 2025Q4: 4,146 shares 4,146 $486K 0.06% +262 Timeline TXNM TXNM ENERGY INC More: the full row for TXNM ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,889 shares; 2025Q3: 6,288 shares; 2025Q4: 8,187 shares 8,187 $482K 0.06% +1,899 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: 4,324 shares; 2024Q4: 4,204 shares; 2025Q1: 4,620 shares; 2025Q2: 4,905 shares; 2025Q3: 5,142 shares; 2025Q4: 5,515 shares 5,515 $481K 0.06% +373 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,251 shares; 2024Q4: 2,210 shares; 2025Q1: 2,429 shares; 2025Q2: 2,575 shares; 2025Q3: 2,680 shares; 2025Q4: 2,867 shares 2,867 $464K 0.06% +187 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: 1,952 shares; 2024Q4: 1,901 shares; 2025Q1: 2,079 shares; 2025Q2: 2,207 shares; 2025Q3: 2,308 shares; 2025Q4: 2,465 shares 2,465 $457K 0.06% +157 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: 1,588 shares; 2024Q4: 1,553 shares; 2025Q1: 1,708 shares; 2025Q2: 1,802 shares; 2025Q3: 1,897 shares; 2025Q4: 2,027 shares 2,027 $445K 0.06% +130 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: 6,174 shares; 2024Q4: 5,953 shares; 2025Q1: 6,557 shares; 2025Q2: 6,908 shares; 2025Q3: 7,719 shares; 2025Q4: 8,265 shares 8,265 $441K 0.06% +546 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: 606 shares; 2024Q4: 593 shares; 2025Q1: 662 shares; 2025Q2: 691 shares; 2025Q3: 864 shares; 2025Q4: 932 shares 932 $438K 0.06% +68 Timeline KKR KKR & CO INC More: the full row for KKR & CO 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: 3,434 shares 3,434 $438K 0.06% new Timeline FR FIRST INDL RLTY TR INC More: the full row for FIRST INDL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,733 shares; 2025Q2: 9,516 shares; 2025Q3: 5,979 shares; 2025Q4: 7,622 shares 7,622 $437K 0.06% +1,643 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: 898 shares; 2024Q4: 869 shares; 2025Q1: 955 shares; 2025Q2: 999 shares; 2025Q3: 1,122 shares; 2025Q4: 1,119 shares 1,119 $436K 0.06% -3 Timeline VC VISTEON CORP More: the full row for VISTEON 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: 6,039 shares; 2025Q2: 8,164 shares; 2025Q3: 6,487 shares; 2025Q4: 4,546 shares 4,546 $432K 0.06% -1,941 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: 2,191 shares; 2024Q4: 2,114 shares; 2025Q1: 2,316 shares; 2025Q2: 2,413 shares; 2025Q3: 2,503 shares; 2025Q4: 2,676 shares 2,676 $428K 0.06% +173 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,077 shares; 2024Q4: 1,055 shares; 2025Q1: 1,157 shares; 2025Q2: 1,226 shares; 2025Q3: 1,277 shares; 2025Q4: 1,368 shares 1,368 $428K 0.06% +91 Timeline KNX KNIGHT-SWIFT TRANSN HLDGS IN More: the full row for KNIGHT-SWIFT TRANSN HLDGS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,970 shares; 2025Q3: 8,037 shares; 2025Q4: 8,092 shares 8,092 $423K 0.06% +55 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,718 shares; 2024Q4: 2,645 shares; 2025Q1: 2,939 shares; 2025Q2: 3,028 shares; 2025Q3: 3,162 shares; 2025Q4: 3,378 shares 3,378 $422K 0.06% +216 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA 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: 1,863 shares 1,863 $420K 0.06% new Timeline EQH EQUITABLE HLDGS INC More: the full row for EQUITABLE 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: 11,385 shares; 2025Q3: 41,101 shares; 2025Q4: 8,728 shares 8,728 $416K 0.06% -32,373 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: 2,262 shares; 2024Q4: 2,211 shares; 2025Q1: 2,417 shares; 2025Q2: 2,521 shares; 2025Q3: 2,936 shares; 2025Q4: 3,130 shares 3,130 $415K 0.06% +194 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: 3,053 shares; 2024Q4: 2,898 shares; 2025Q1: 3,099 shares; 2025Q2: 3,224 shares; 2025Q3: 3,381 shares; 2025Q4: 3,573 shares 3,573 $415K 0.06% +192 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: 1,829 shares; 2024Q4: 1,806 shares; 2025Q1: 1,986 shares; 2025Q2: 2,095 shares; 2025Q3: 2,196 shares; 2025Q4: 2,353 shares 2,353 $413K 0.06% +157 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,709 shares; 2025Q2: 1,793 shares; 2025Q3: 1,879 shares; 2025Q4: 2,011 shares 2,011 $412K 0.06% +132 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: 1,575 shares; 2024Q4: 1,530 shares; 2025Q1: 1,679 shares; 2025Q2: 1,764 shares; 2025Q3: 1,848 shares; 2025Q4: 1,971 shares 1,971 $411K 0.05% +123 Timeline DINO HF SINCLAIR CORP More: the full row for HF SINCLAIR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,775 shares; 2024Q4: 33,115 shares; 2025Q1: not reported; 2025Q2: 5,239 shares; 2025Q3: 6,477 shares; 2025Q4: 8,679 shares 8,679 $400K 0.05% +2,202 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,272 shares; 2025Q1: 1,435 shares; 2025Q2: 1,698 shares; 2025Q3: 1,627 shares; 2025Q4: 1,765 shares 1,765 $400K 0.05% +138 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,218 shares; 2024Q4: 3,799 shares; 2025Q1: 4,649 shares; 2025Q2: 5,800 shares; 2025Q3: 4,072 shares; 2025Q4: 1,245 shares 1,245 $398K 0.05% -2,827 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,684 shares; 2024Q4: 2,580 shares; 2025Q1: 2,802 shares; 2025Q2: 2,953 shares; 2025Q3: 3,085 shares; 2025Q4: 3,289 shares 3,289 $394K 0.05% +204 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,107 shares; 2025Q1: 5,624 shares; 2025Q2: 5,958 shares; 2025Q3: 6,071 shares; 2025Q4: 6,293 shares 6,293 $393K 0.05% +222 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 494 shares; 2025Q1: 542 shares; 2025Q2: 582 shares; 2025Q3: 628 shares; 2025Q4: 674 shares 674 $391K 0.05% +46 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: 373 shares; 2024Q4: 373 shares; 2025Q1: 411 shares; 2025Q2: 438 shares; 2025Q3: 472 shares; 2025Q4: 507 shares 507 $388K 0.05% +35 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: 723 shares; 2024Q4: 593 shares; 2025Q1: 648 shares; 2025Q2: 681 shares; 2025Q3: 710 shares; 2025Q4: 759 shares 759 $388K 0.05% +49 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: 232 shares; 2024Q4: 223 shares; 2025Q1: 243 shares; 2025Q2: 3,824 shares; 2025Q3: 3,994 shares; 2025Q4: 4,244 shares 4,244 $387K 0.05% +250 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,557 shares; 2024Q4: 4,206 shares; 2025Q1: 4,265 shares; 2025Q2: 4,334 shares; 2025Q3: 4,470 shares; 2025Q4: 4,696 shares 4,696 $382K 0.05% +226 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: 4,611 shares; 2024Q4: 6,532 shares; 2025Q1: 12,067 shares; 2025Q2: 6,533 shares; 2025Q3: 12,389 shares; 2025Q4: 5,918 shares 5,918 $377K 0.05% -6,471 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: 929 shares; 2024Q4: 899 shares; 2025Q1: 992 shares; 2025Q2: 1,036 shares; 2025Q3: 1,081 shares; 2025Q4: 1,161 shares 1,161 $376K 0.05% +80 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: 2,916 shares; 2024Q4: 2,875 shares; 2025Q1: 3,164 shares; 2025Q2: 3,336 shares; 2025Q3: 3,499 shares; 2025Q4: 3,760 shares 3,760 $373K 0.05% +261 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 215 shares; 2024Q4: 211 shares; 2025Q1: 231 shares; 2025Q2: 248 shares; 2025Q3: 261 shares; 2025Q4: 280 shares 280 $372K 0.05% +19 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 779 shares; 2024Q4: 810 shares; 2025Q1: 891 shares; 2025Q2: 936 shares; 2025Q3: 980 shares; 2025Q4: 1,051 shares 1,051 $371K 0.05% +71 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,376 shares; 2024Q4: 1,310 shares; 2025Q1: 1,465 shares; 2025Q2: 1,541 shares; 2025Q3: 1,859 shares; 2025Q4: 1,970 shares 1,970 $370K 0.05% +111 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,873 shares; 2025Q3: 6,110 shares; 2025Q4: 1,775 shares 1,775 $369K 0.05% -4,335 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: 3,376 shares; 2024Q4: 3,345 shares; 2025Q1: 3,713 shares; 2025Q2: 3,868 shares; 2025Q3: 4,042 shares; 2025Q4: 4,335 shares 4,335 $368K 0.05% +293 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,925 shares; 2024Q4: 4,761 shares; 2025Q1: 5,188 shares; 2025Q2: 5,454 shares; 2025Q3: 6,720 shares; 2025Q4: 6,128 shares 6,128 $368K 0.05% -592 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,574 shares; 2024Q4: 5,555 shares; 2025Q1: 6,098 shares; 2025Q2: 6,408 shares; 2025Q3: 6,716 shares; 2025Q4: 7,194 shares 7,194 $365K 0.05% +478 Timeline KD KYNDRYL HLDGS INC More: the full row for KYNDRYL 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: 13,450 shares 13,450 $357K 0.05% new Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,088 shares; 2024Q4: not reported; 2025Q1: 2,260 shares; 2025Q2: 2,377 shares; 2025Q3: 2,892 shares; 2025Q4: 3,074 shares 3,074 $354K 0.05% +182 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: 1,501 shares; 2024Q4: 1,601 shares; 2025Q1: 1,837 shares; 2025Q2: 1,999 shares; 2025Q3: 1,406 shares; 2025Q4: 692 shares 692 $353K 0.05% -714 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: 5,324 shares; 2024Q4: 5,171 shares; 2025Q1: 5,697 shares; 2025Q2: 5,794 shares; 2025Q3: 6,069 shares; 2025Q4: 6,487 shares 6,487 $349K 0.05% +418 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,315 shares; 2025Q3: 1,379 shares; 2025Q4: 1,582 shares 1,582 $347K 0.05% +203 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: 1,182 shares; 2024Q4: 1,089 shares; 2025Q1: 1,203 shares; 2025Q2: 1,251 shares; 2025Q3: 1,316 shares; 2025Q4: 1,397 shares 1,397 $344K 0.05% +81 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: 964 shares; 2024Q4: 864 shares; 2025Q1: 958 shares; 2025Q2: 996 shares; 2025Q3: 1,038 shares; 2025Q4: 1,099 shares 1,099 $341K 0.05% +61 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY 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: 10,090 shares; 2025Q3: 11,026 shares; 2025Q4: 11,798 shares 11,798 $340K 0.05% +772 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,753 shares; 2024Q4: 7,463 shares; 2025Q1: 8,226 shares; 2025Q2: 8,406 shares; 2025Q3: 8,754 shares; 2025Q4: 9,366 shares 9,366 $340K 0.05% +612 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,329 shares; 2025Q3: 1,386 shares; 2025Q4: 1,488 shares 1,488 $339K 0.05% +102 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 911 shares; 2025Q1: 1,001 shares; 2025Q2: 1,070 shares; 2025Q3: 1,122 shares; 2025Q4: 1,208 shares 1,208 $337K 0.05% +86 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,459 shares 1,459 $337K 0.04% new 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: 1,012 shares; 2024Q4: 971 shares; 2025Q1: 1,079 shares; 2025Q2: 1,140 shares; 2025Q3: 1,194 shares; 2025Q4: 1,281 shares 1,281 $336K 0.04% +87 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,835 shares; 2025Q3: 2,539 shares; 2025Q4: 3,216 shares 3,216 $334K 0.04% +677 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: 850 shares; 2024Q4: 841 shares; 2025Q1: 1,075 shares; 2025Q2: 1,136 shares; 2025Q3: 1,195 shares; 2025Q4: 1,283 shares 1,283 $332K 0.04% +88 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: 980 shares; 2024Q4: 928 shares; 2025Q1: 1,019 shares; 2025Q2: 1,046 shares; 2025Q3: 1,084 shares; 2025Q4: 1,149 shares 1,149 $330K 0.04% +65 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: 7,089 shares; 2024Q4: 1,465 shares; 2025Q1: 914 shares; 2025Q2: 961 shares; 2025Q3: 1,043 shares; 2025Q4: 1,108 shares 1,108 $328K 0.04% +65 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 896 shares; 2024Q4: 873 shares; 2025Q1: 962 shares; 2025Q2: 1,005 shares; 2025Q3: 1,057 shares; 2025Q4: 1,131 shares 1,131 $327K 0.04% +74 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: 667 shares; 2024Q4: 653 shares; 2025Q1: 711 shares; 2025Q2: 750 shares; 2025Q3: 792 shares; 2025Q4: 848 shares 848 $325K 0.04% +56 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: 905 shares; 2024Q4: 867 shares; 2025Q1: 953 shares; 2025Q2: 1,003 shares; 2025Q3: 1,044 shares; 2025Q4: 1,110 shares 1,110 $322K 0.04% +66 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,381 shares 1,381 $321K 0.04% new Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,291 shares; 2024Q4: 3,184 shares; 2025Q1: 3,504 shares; 2025Q2: 3,641 shares; 2025Q3: 3,800 shares; 2025Q4: 4,063 shares 4,063 $321K 0.04% +263 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,000 shares 10,000 $321K 0.04% new Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,509 shares; 2024Q4: 2,454 shares; 2025Q1: not reported; 2025Q2: 2,963 shares; 2025Q3: 3,402 shares; 2025Q4: 3,623 shares 3,623 $320K 0.04% +221 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,282 shares; 2024Q4: 5,140 shares; 2025Q1: 5,623 shares; 2025Q2: 5,797 shares; 2025Q3: 6,116 shares; 2025Q4: 6,462 shares 6,462 $318K 0.04% +346 Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,542 shares; 2025Q1: 12,542 shares; 2025Q2: 13,407 shares; 2025Q3: 12,542 shares; 2025Q4: 12,542 shares 12,542 $315K 0.04% 0 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 658 shares; 2025Q3: 753 shares; 2025Q4: 745 shares 745 $314K 0.04% -8 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: 894 shares; 2024Q4: 870 shares; 2025Q1: 939 shares; 2025Q2: 985 shares; 2025Q3: 1,015 shares; 2025Q4: 1,088 shares 1,088 $314K 0.04% +73 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,685 shares; 2025Q3: 1,750 shares; 2025Q4: 1,895 shares 1,895 $307K 0.04% +145 Timeline BURL BURLINGTON STORES INC More: the full row for BURLINGTON STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,147 shares; 2024Q4: 9,816 shares; 2025Q1: 15,780 shares; 2025Q2: 12,720 shares; 2025Q3: 2,957 shares; 2025Q4: 1,054 shares 1,054 $304K 0.04% -1,903 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,329 shares 11,329 $297K 0.04% new Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 994 shares; 2025Q4: 1,075 shares 1,075 $296K 0.04% +81 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,712 shares 1,712 $295K 0.04% new Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,614 shares; 2024Q4: 1,523 shares; 2025Q1: 1,654 shares; 2025Q2: 1,783 shares; 2025Q3: 1,862 shares; 2025Q4: 2,026 shares 2,026 $293K 0.04% +164 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: 2,917 shares; 2024Q4: 8,427 shares; 2025Q1: 11,249 shares; 2025Q2: 10,376 shares; 2025Q3: 12,089 shares; 2025Q4: 1,348 shares 1,348 $293K 0.04% -10,741 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,331 shares; 2025Q3: 1,364 shares; 2025Q4: 1,474 shares 1,474 $291K 0.04% +110 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,064 shares; 2024Q4: 2,026 shares; 2025Q1: 2,354 shares; 2025Q2: 2,345 shares; 2025Q3: 2,467 shares; 2025Q4: 2,643 shares 2,643 $289K 0.04% +176 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,504 shares; 2025Q4: 1,604 shares 1,604 $289K 0.04% +100 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: 68 shares; 2024Q4: 66 shares; 2025Q1: 72 shares; 2025Q2: 75 shares; 2025Q3: 78 shares; 2025Q4: 84 shares 84 $285K 0.04% +6 Timeline CROX CROCS INC More: the full row for CROCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,095 shares; 2025Q3: 3,150 shares; 2025Q4: 3,319 shares 3,319 $284K 0.04% +169 Timeline CVNA CARVANA CO More: the full row for CARVANA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 614 shares; 2025Q4: 667 shares 667 $281K 0.04% +53 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,679 shares; 2025Q4: 2,256 shares 2,256 $280K 0.04% +577 Timeline EVR EVERCORE INC More: the full row for EVERCORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 821 shares 821 $279K 0.04% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,478 shares; 2025Q3: 1,491 shares; 2025Q4: 1,495 shares 1,495 $275K 0.04% +4 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,115 shares; 2025Q2: 1,168 shares; 2025Q3: 1,223 shares; 2025Q4: 1,305 shares 1,305 $272K 0.04% +82 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: 872 shares; 2024Q4: 859 shares; 2025Q1: 944 shares; 2025Q2: 976 shares; 2025Q3: 1,023 shares; 2025Q4: 1,097 shares 1,097 $271K 0.04% +74 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 374 shares; 2025Q4: 399 shares 399 $270K 0.04% +25 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: not reported; 2024Q4: 1,619 shares; 2025Q1: 1,773 shares; 2025Q2: 1,832 shares; 2025Q3: 2,045 shares; 2025Q4: 2,144 shares 2,144 $270K 0.04% +99 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,263 shares; 2025Q4: 3,516 shares 3,516 $270K 0.04% +253 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,515 shares; 2025Q1: 8,288 shares; 2025Q2: 8,689 shares; 2025Q3: 9,285 shares; 2025Q4: 9,764 shares 9,764 $268K 0.04% +479 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,237 shares; 2024Q4: 1,268 shares; 2025Q1: 1,407 shares; 2025Q2: 1,510 shares; 2025Q3: 1,581 shares; 2025Q4: 1,728 shares 1,728 $267K 0.04% +147 Timeline ALNY ALNYLAM PHARMACEUTICALS INC More: the full row for ALNYLAM PHARMACEUTICALS 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: 611 shares; 2025Q4: 671 shares 671 $267K 0.04% +60 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,614 shares; 2025Q3: 2,923 shares; 2025Q4: 3,121 shares 3,121 $266K 0.04% +198 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,697 shares; 2024Q4: not reported; 2025Q1: 1,753 shares; 2025Q2: 1,821 shares; 2025Q3: 1,893 shares; 2025Q4: 2,027 shares 2,027 $262K 0.03% +134 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: 3,417 shares; 2024Q4: not reported; 2025Q1: 3,714 shares; 2025Q2: 3,980 shares; 2025Q3: 4,226 shares; 2025Q4: 4,587 shares 4,587 $259K 0.03% +361 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: 265 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 290 shares; 2025Q3: 301 shares; 2025Q4: 319 shares 319 $258K 0.03% +18 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,449 shares; 2024Q4: 15,144 shares; 2025Q1: 16,625 shares; 2025Q2: 17,490 shares; 2025Q3: 18,317 shares; 2025Q4: 19,671 shares 19,671 $258K 0.03% +1,354 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: 4,176 shares; 2024Q4: 4,533 shares; 2025Q1: 9,677 shares; 2025Q2: 6,736 shares; 2025Q3: 7,083 shares; 2025Q4: 1,259 shares 1,259 $257K 0.03% -5,824 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,280 shares; 2024Q4: 2,447 shares; 2025Q1: 2,710 shares; 2025Q2: 2,847 shares; 2025Q3: 2,992 shares; 2025Q4: 3,213 shares 3,213 $255K 0.03% +221 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,575 shares; 2025Q2: 3,820 shares; 2025Q3: 4,006 shares; 2025Q4: 4,296 shares 4,296 $252K 0.03% +290 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: 423 shares; 2024Q4: 414 shares; 2025Q1: 455 shares; 2025Q2: 481 shares; 2025Q3: 526 shares; 2025Q4: 563 shares 563 $251K 0.03% +37 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 919 shares; 2025Q3: 965 shares; 2025Q4: 1,108 shares 1,108 $251K 0.03% +143 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: 2,174 shares; 2024Q4: 5,297 shares; 2025Q1: 3,467 shares; 2025Q2: 3,706 shares; 2025Q3: 3,595 shares; 2025Q4: 1,529 shares 1,529 $249K 0.03% -2,066 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,555 shares; 2024Q4: 23,525 shares; 2025Q1: 34,805 shares; 2025Q2: 31,633 shares; 2025Q3: 16,808 shares; 2025Q4: 1,529 shares 1,529 $249K 0.03% -15,279 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: 5,248 shares; 2024Q4: 5,240 shares; 2025Q1: 5,801 shares; 2025Q2: 6,013 shares; 2025Q3: 6,256 shares; 2025Q4: 6,711 shares 6,711 $248K 0.03% +455 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,275 shares; 2025Q4: 2,551 shares 2,551 $248K 0.03% +276 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,629 shares; 2025Q3: 2,783 shares; 2025Q4: 3,056 shares 3,056 $248K 0.03% +273 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: 4,968 shares; 2025Q2: 4,968 shares; 2025Q3: 4,968 shares; 2025Q4: 4,968 shares 4,968 $247K 0.03% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,441 shares; 2025Q4: 2,665 shares 2,665 $246K 0.03% +224 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: 2,649 shares; 2024Q4: 2,668 shares; 2025Q1: not reported; 2025Q2: 2,095 shares; 2025Q3: 2,158 shares; 2025Q4: 2,722 shares 2,722 $245K 0.03% +564 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,369 shares; 2025Q4: 1,487 shares 1,487 $239K 0.03% +118 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,081 shares; 2025Q4: 1,160 shares 1,160 $238K 0.03% +79 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,647 shares; 2025Q2: 2,606 shares; 2025Q3: 2,697 shares; 2025Q4: 2,783 shares 2,783 $238K 0.03% +86 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,310 shares; 2024Q4: 2,261 shares; 2025Q1: 2,476 shares; 2025Q2: 2,798 shares; 2025Q3: 2,956 shares; 2025Q4: 3,166 shares 3,166 $233K 0.03% +210 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,141 shares; 2025Q3: 5,389 shares; 2025Q4: 5,777 shares 5,777 $232K 0.03% +388 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: 826 shares; 2024Q4: 811 shares; 2025Q1: 899 shares; 2025Q2: 958 shares; 2025Q3: 1,001 shares; 2025Q4: 1,079 shares 1,079 $232K 0.03% +78 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 839 shares; 2025Q4: 900 shares 900 $230K 0.03% +61 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,050 shares; 2025Q3: 3,195 shares; 2025Q4: 3,427 shares 3,427 $230K 0.03% +232 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 203 shares; 2025Q3: 212 shares; 2025Q4: 226 shares 226 $228K 0.03% +14 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,618 shares; 2025Q4: 4,969 shares 4,969 $226K 0.03% +351 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: 1,837 shares; 2024Q4: 1,796 shares; 2025Q1: 1,952 shares; 2025Q2: 2,034 shares; 2025Q3: not reported; 2025Q4: 2,285 shares 2,285 $223K 0.03% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,600 shares; 2025Q4: 2,770 shares 2,770 $222K 0.03% +170 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,744 shares; 2025Q4: 5,086 shares 5,086 $222K 0.03% +342 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 566 shares 566 $220K 0.03% new Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,708 shares; 2025Q4: 2,976 shares 2,976 $220K 0.03% +268 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 918 shares; 2025Q4: 986 shares 986 $220K 0.03% +68 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,471 shares; 2025Q4: 1,604 shares 1,604 $218K 0.03% +133 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 865 shares; 2025Q2: 908 shares; 2025Q3: 950 shares; 2025Q4: 1,019 shares 1,019 $216K 0.03% +69 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 330 shares; 2025Q3: 347 shares; 2025Q4: 376 shares 376 $214K 0.03% +29 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 355 shares; 2025Q4: 369 shares 369 $212K 0.03% +14 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 931 shares; 2025Q2: 971 shares; 2025Q3: 8,294 shares; 2025Q4: 1,088 shares 1,088 $212K 0.03% -7,206 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,396 shares 1,396 $211K 0.03% new Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,344 shares; 2024Q4: 3,267 shares; 2025Q1: 3,590 shares; 2025Q2: 3,606 shares; 2025Q3: 3,758 shares; 2025Q4: 3,979 shares 3,979 $210K 0.03% +221 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 230 shares 230 $208K 0.03% new 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: 627 shares; 2024Q4: not reported; 2025Q1: 672 shares; 2025Q2: 707 shares; 2025Q3: 742 shares; 2025Q4: 794 shares 794 $206K 0.03% +52 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 709 shares; 2025Q1: 985 shares; 2025Q2: 1,117 shares; 2025Q3: 1,218 shares; 2025Q4: 1,346 shares 1,346 $205K 0.03% +128 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,425 shares 2,425 $201K 0.03% new Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,317 shares; 2025Q4: 11,056 shares 11,056 $178K 0.02% +739 Timeline EBS EMERGENT BIOSOLUTIONS INC More: the full row for EMERGENT BIOSOLUTIONS 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: 11,962 shares; 2025Q3: 10,180 shares; 2025Q4: 10,601 shares 10,601 $131K 0.02% +421 Timeline HTZ HERTZ GLOBAL HLDGS INC More: the full row for HERTZ GLOBAL 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: 16,037 shares; 2025Q3: 17,315 shares; 2025Q4: 21,612 shares 21,612 $111K 0.01% +4,297 Timeline AMCOR PLC AMCOR PLC More: the full row for AMCOR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,126 shares; 2025Q3: 10,903 shares; 2025Q4: 11,597 shares 11,597 $96.7K 0.01% +694 IHS IHS HOLDING LIMITED More: the full row for IHS HOLDING LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,067 shares 12,067 $90K 0.01% new Timeline CUREVAC N V CUREVAC N V More: the full row for CUREVAC N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,823 shares; 2025Q3: 14,261 shares; 2025Q4: 19,756 shares 19,756 $89.3K 0.01% +5,495 GRAB GRAB HOLDINGS LIMITED More: the full row for GRAB HOLDINGS LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,147 shares; 2025Q1: 12,943 shares; 2025Q2: 14,741 shares; 2025Q3: 15,495 shares; 2025Q4: 16,603 shares 16,603 $82.8K 0.01% +1,108 Timeline DHC DIVERSIFIED HEALTHCARE TR More: the full row for DIVERSIFIED HEALTHCARE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,202 shares 10,202 $49.5K 0.01% new Timeline OSUR ORASURE TECHNOLOGIES INC More: the full row for ORASURE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,036 shares; 2025Q3: 16,620 shares; 2025Q4: 18,201 shares 18,201 $44K 0.01% +1,581 Timeline